HomeMy WebLinkAboutOC1970-0167 - ESTATE OF HOAK.-..........t".~~....~J.70~/'?J
LAST WILL AND TESTAlffiNT
KNOW ALL MEN BY THESE ~PRESENTS,that I,ANNA GRACE
....
HOAK,of the Borough of Charleroi,Washington County,Pennsylvania,
being of sound mind,memory and understanding,do hereby make,
publish and declare this to be my Last Will and Testament,hereby
revoking any and all former Wills by me at any time heretofore made.
!And as to all of my estate,whether the same be real,
lpersonal or mixed,of whatsoever kind and nature and wheresoever
situate,of ,;V'hich I die seized and possessed,I give,devise and
bequeath as follow's:
FIRST:I direct that all the expenses of my
last illness and funeral be paid as soon as conveniently possible
following my decease o
SECOND:I give and bequeath the sums hereinafte
set forth to the persons named,with directions to my Executor to
pay inheritance taxes upon each out of the residue of my Estate:.
a o One Thousand and 00/100 ($1,000.00)Dollars
to my niece,ESTHER HANNA BEEBE.
b.One Thousand and 00/100 ($1,000.00)Dollars to
my nephew,FRANK P.HANNA,JR.
·~.
·1•j
In the event any of the abuve named
c.One Thousand and 00/100 ($1,000.00)Dollars
THIRD:
FOURTH:
to F~\NCES:J~E,of Charleroi,Pennsylvania,who has shown
me much kindness'throughout the years~
distributed as hereinafter set forth.
iIIIII
I
should predecease me,I direct that the amount .to which~they would!
!have been entitled revert back into the residue of my estate and be
I
IAll.~the re~t;.residue and remainder of!
I
my estate of whatsoever kind,and nature and wheresoever situate,II
i
give,devise and bequeath unto my beloved sao,JOHN H.HOAK,JR.
to have and to hold the same unto him,his heirs and assigns
forever.
FIFTH:I nominate,constitute and appoint
JOHN W.HOAK,JR.,Executor of this my Last Will and Testament
direct that he shall ,not be required to enter security in any
jurisdiction in which he may acto
and
I
I
(SEAt)r""."d-?£1z.<
IN WIThTESS WHEREOF,I have hereunto set my hand arid [/4.1',!
seal to this,my Last \ViII and Testament this %::-.day of I
i
I!
ANNA GRACE HOAK as and for her Last Will and Testament in the
presence of us,who,at her request,in her presence and in the
I·
Signed,sealed,published and declared by the said I
I
I
I!
..
-.
J-J"t'...:.~~,•""--_"'-+.>J
"
,-_~"-""""•.~....,r'r
Ipresence of each other,all being present at the same time,bave
hereunto subscribed our names as witnesses.
C3,.2()~/b 7 j
Affiltttuit (@f 1fXttutnr (@r i\ltmiuistrtttnr
~tatt nf 'tansulnania,}ss-
QJ:nunty nf lIIlIas1Jingtnn -
P 11 b f h d . d h'notarv nublic .d f 'dersonay e ore me,t e un.erslgne aut orlty,a.,,(J;;ill an or sal
County and State,appeared ~.Qm.Xf.::g9..~~who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
.b..nD.~g.;J;::.g.9..§!H.Q§.§.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..b.P.:D.s g.;J;::.g,9.g H.Q~.K ,
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 mimed Executor ~~~
-da.y ;~;~:;.:~V..~.i~~.:~;;..i._me 'h~.~..1~l~~~~t=:.----?.
.~..sif~__.~-r-!ExecuIOl'_
~."'ADDITIONA~I~STRUCTIONS ,
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 1 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-
33,Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,
in~luding 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
_:t-..
3Juututl1rg UUll i\pprui.lltmtut of the goods and chattels,rights and credits which
~ere ·~f Ann.a..,.Gr.g.c.~H9..gJs.late of g.h.~;F..±.~.;F..Q.~.
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
1====~.........-----==----.........~~..........~..........~~·~--=..........=----=-~=--=--~:...-......~~~=---~=---=tiF"'"""~~~=-_·~=====---=..........I
Real Estate:
House and Lot,608,Crest Avenue,Charleroi,Pennsylvania,
Deed Book 551,page 356.Lot No.2 in the Tener Plan,
2,100 square fe~more or less,$7,800.00
Personalty:
250 shares common stock,corning Glass Works
1954 Mercury Coupe,Serial No.B10597039
Household furnishings r
Proceeds of Interest Option certificate No.41339
Provident Mutual Life Insurance Company of Philadelphia !
Interest thereon I
Interest thereon I
55,21'7.50
510.00
IsiOoOO
9,292.27
I716.66
75.50
*..
apf-r-mo
"'tj
I:i
I
......
(0:!!i
IN THE COnT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS J COURT DIVISION
IN RE:ESTATE OF ANNA ..
NO.~J-7()-/~7
GRACE HOAK,Deceased.:
FIRST AND FINAL ACCOUNT OF
JOHN W.HOAK,EXECUTOR
Gross Estate
sununary:
$72,661.93
Schedule "A II
Principal Personalty
Receipts
Disbursements
Balance
Schedule "B II
Principal Realty
Receipts
Disbursements
Balance
Balance for Distribution
$64,861.93
f 6,292.78
$58,569.15
$7,800.00
-0-
$7,800.00
$58,569.15
$7,800.00
$66,369.15
SCHEDULE "A II
PRINCIPAL PERSONALTY
Receipts:
Inventory and Appraisment
Disbursements:
Administration Expenses:
$64,861.93
Russell Marino,Register of Wills:
Letters of Adminstration
Inventory
Account"
Estate Notices
Washington County Reports
Valley Independent
Murphy and France,Attorneys fees
Preferred debts:
Harold Schrock,funeral
Canon Jos.N.witkofski
Funeral service
Dent &Connelly,Physicians
Margaret E.Clark,Nurse
S.WhiteJs Sons,Grave stone
Other Debts:
$:29.50
3.00
24.00
14.00
10.75
4,000.00""'-
4,081.25
$1,600.00 ......
30.00 l--
110.00 .....-
21.75"'-
112.00 v
$1,873.75
$4,081.25
$1,873.75
Lindsay1s Service Station,car repairs
Van Beck Electric,house repair
Bentleyville plumbing,sink trap
Marshallts Plumbing,faucet
Dependable Sales Co.,fan control
Brown1s Texaco,gasoline
Columbia Gas Co.,gas
Joseph Horne company,personal
Miller1s Store,personal
West Penn Power Co.,electric
5.83 v
75.91 v
1.59 v
16.00 ......
13.45 V'
4.80 v'
67.77 v
22.52 --
20.84 V'
38.65 ",.
Belle Telephone Co.,phone $
Glamour Cleaners,personal
Authority of Borough of Charleroi
Water
Kirk &Clark,personal
Total Disbursements
Distribution:
See Schedule 1 attached
Balance
SCHEDULE "B"
33.91 v
8.27 v
22.30 v
5.94 ---
337.78 337.78
$6,292.78
66,369.15
$72,661.93
PRINCIPAL REALTY
Receipts c:,'-
House and Lot,608 Crest Avenue
Charleroi,Pa.
Disbursements:
None
Balance
$7,800.00
-0-
$7,800.00
SCHEDULE 1
DISTRIBUTION
Esther Hanna Bebe
Frank P.Hanna,Jr.
Frances Lea
John W.Hoak,in kind
250 shares Corning Glass Works
Household furnishings
House and Lot
Cash
$55,.217.50
150.00
7,800.00
201.65'
$1,000.00
1,000.00
1,000.00
Total $63,36'9.15 $63,.369.15
Balance $66,369.15
DESCRIPTION OF REAL ESTATE -
FOR DISTRIBUTION IN KIND TO
JOHN W.HOAK
ALL that certain lot of ground situate in the Borough of
Charleroi,Washington County,Pennsylvania,being Lot No.2 in
the Tener Subdivision Plan,bounded and described as follows:
TOGETHER with the joint use of the private road and cour
as shown on said Plan for the purpose of ingress and egress to-and
from said Lot No.2 (jointly)with the nine (9)other owners of
lots in said Plan,their heirs and assigns,subject to the conditi n
and requirement that the owner of each lot in said plan shall
bear a proportionate one-tenth (1/10)share of the cost of keeping
said private road and court free of obstructions,clean and in
reasonable repair.
BEGINNING at a point on the Easterly side of Crest Avenu
at the dividing line of property of McCloskey;thence along said
Crest Avenue North 33-25 1 West a distance of Thirty-two and Thirt
seven Hundredths (32.37)feet to a private road in said plan;then e
along the latter North 56°35 1 East a distance of Sixty-seven and
Fifty-six Hundredths (67.56)feet to a point;thence South 33°,25 1
East a distance of Thirty-two and Thirty-seven Hundredths (32.37~
feet to the dividing line of property of McCloskey;thence along
the latter South 56-35 1 West a distance of Sixty-seven and Fifty-
six Hundredths (67.56)feet to Crest Avenue,the place of beginnin
EXCEPTING AND RESERVING all natural gas and oil underlyi g
the said land,but no wells shall be drilled on the same for eithe .
Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA,
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiatl legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS,was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
March 5,12, 19,1970
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.
• •• • • • • ••••• •••••
IHOAK,ANNA GRACE,Dec'd.-~--
I Late of Charleroi,Washington Coun-ty,Pa.
I Executor:John W.Hoak R D #1IBox129,Coal Center,Pa.'. . ,Attorne~s:Murphy and France,308IFallowfleldAve.,Charleroi,Pa.15022
.-----~~-~--
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the:~g~:~mfuhmnd.mMto~~::~
Sworn to and subscribed befo~__~>~
19th March 70:::::::.':~~:~~::2i:~~::::~
Notary Public
KATHERiNE C.NICHOLAS,Notary Publk:
Wa30ingtiln,Washington Co.,Pa.
My Commission Expires
Nevem:Jer 1,1973
I
Proof of Publication of Notice in The Valley Independent
Under Act No.587,Approved May 16,1929,P.L.1784,
01 amended by Act No.51 of April 24,1931,P.L.67
State of Pennsylvania }
County of.Westmoreland IS:
Personally appeared before me William H.Pore,General Manager of The Valley Independent,who being
duly sworn,deposes and says that The Volley Independent is a daily neWSpaper of general circulation in
Fayette,Washington and Westmoreland counties,Pennsylvania,and elsewhere,published in the City
of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which
dote The Valley Independent has been regularly issued in said county,and that a copy of the printed
notice or publication is attached hereto exactly as the same was printed and published in the regular
edltJons and issues of The Volley Independent on the following dotes,March 3!1970
March 10 and 17,1970
Affiant further deposes and says that he is General Manager of The Valley Independent,a daily
newspaper of general circulation,and as such is authorized to verify the foregoing statement under
oath,and Affiant is not interested in the subject motter of the aforesaid notice or advertisement,and
thot all allegations in the foregoing statements as to time,place and character of publication are tNe.
COPY of NOTICE
Sworn to and subscribed before me this·__l.lol8:..i1tl.loh4-_
day of March
otary Public
MARY A.EV S,N:lfery Public
My commission expires ,.,6.S6n,Vlestmof313r.d Co..PII,
r:ommission Expires July ~O,I'ln
STATEMENT OF ADVERTISING COSTS:
Murphy and France,Attorneys at Law
308 Fallowf1eld Avenue
Charleroi.Pat 15022
TO THE VALLEY INDEPENDENT,DR.
For publishing the notice or advertisement attached hereto in The
Volley Independent on above stated dotes . . . . . ...$10.00
Notary $.75
Total $10.75
IECEIPT FOR ADVERTISING COSTS
The Valley,Independent,a daily newspaper of general circulation,hereby acknowledges receipt of
the aforesaid advertising and publication costs and certifies that the same have been duly paid.
THE VALLEY INDEPENDENT
B~~_
j
I
.J
'I
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
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....he__.__..__.verily believe.
Sworn and subscribed before me this .~._...
_..__.~N~4~-----------------
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 and Rule of Court,as evidence by proofs
thereof filed to No.~__1_-:::.z.~:-:/....
Witness my hand and official seal this !;!:_
o...,
o
o
...,
.~
o...,
day of....__......IY2.d:.r~....-..-----------------.---19--7--'1:
_._------_.~~---<-
Register of Wills /?7f'
~i'I~....0
~...,
s:l::s0 I-liC)C)O!<+Ji::I!
N ViQ)i
r;.,~.~~!~1 0 <5:fil[co:"'J [ii1 ~j a ..cEo<J !<•..-li ~i
~!Eo<fill ~co:
Ul t.li OiN[ii1 ~l rg :I:!
I !oCJ1 ~.:
~!~!+Ji ~i
til!s::!~!~,c:
~I orl 01
\~I0z
!(,:;.~·_-;······1:-~~~~-::~f ...:.;.":,...:J
...1~';.~ltli .'
t.;,.~.;.
,,
J
'.
.,-
,.
I
\
'-.
The Court is respectfuIly requested to determine
proper distribution in this estate.
I
3Ju t~t ®rp~au1i·aLnurt nf .a1i~iugtnu aLnuuty
In the matter of the Audit of Account in
J
Estate of A_n_n_a__G_r_a_c_e_H_o_a_k 1
TO THE AUDITING JUDGE:
No.__--.~________•19__•A. A.
Enter o~u:.:r=--,appearance tor__A_c_c_o_u_n_t_a_n_t_-_E_x_e_c_u_t_o_r _
•
___--=-,19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
"
No.,19__.A.A.
In re Audit of Account in Estate of
ANNA GRACE He>AK
AUDIT
ilrarrtpr for l\ppraranrr
FOR
JOHN w.HOAK,AccQuntant-
Exec_utor
fILED
~~30,1t)J3.,"I'~--'
IWSS~LL MARINO
IEGf".57ER OF "/1.'.5
MURPHY AND FRANCE
ATTORNEYS AT LAW
308 FALLOWFIELD AVE.
CHARLEROI,PA.15022.
Attorney
~2
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form j
Estate of.):H~Nh..m:~A~.~_.HQb.K -'..'--
Deceased
No.__.__..__.._.._ ___..___..
Fiduciary ..____.
Date of Date of
Decedent's deat'h F.eb.r.uary 3.,l9.7_Q Grant of Letters__..__.F.ebx:~.ary ..1...6.,.1.9.7.Q...,
This is the fi.rs_t and..f.in..al _..__.account filed in this estate
If there have been-former ~ccounts flied in this estate,list file number or number and term__N9.~_~__.._.__._..
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed ..___.._Record .__._..
Name of surviving spouse :._.NQ[l_§..__..__.._ _ _ ... .._....___..__._...
List issue,where material:
Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of will?(indicate)
¥¥So No.If answer yes,name them ~9.!).~__..__ __...._... .
,.--_-.-_._-------_.-----__-------------.-----._.-------------------__--_._--._--.---..--------------__-__-_._._._-_.._-__-----_._._--_---.--_-----_.
Leg.atees
Esther Hanna Bebe
Frank P.Hanna,Jr.
Frances Lee
John W.Hoak,Jr.
Relationship
Niece
Nephew
None
Son
Interest
$1,000.00
$1,000.00
$1,000.00
Balance of
Estate
Fiduciary,if deceased or not sui juris
Sui juris
Sui juris
Sui juris
Sui juris
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:None _ .
File copy of Notice
and date of mailing .
Is estate subject to the filing of a Federal Estate Tax Return?X~.~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
$..tVDN t=...--_-__-_--...
<"'1It,~.3lc'11 ,~
$..g.~.,.~.9.9..~.!~.
Total additional credits (Subtract)
Balance for distribution
s;YP.NE .
$.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
In kind to John W.Hoak:
250 shares Corning Glass Works
House and Lot
Household furnishings
"...
4
$55,217.50
7,800.00
150.00
~~.-------~._--------------..
If Family Exemption claimed by Petition,give place of Record:~~P.:~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Esther Hanna Bebe
.Frank P.Hanna,Jr.
Frances Lee
John W.Hoak,in kine
250 shares Corning Glass Works
Household Furnishings
House and Lot
Cash
$1,000.00
1,000.00
1,000.00
$55,217.50
150.00
7,800.00
201.65
Total
Balance
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
$63,369.15 $63,369.15
$66,369.15
being duly 9.W9.~n doth depose and say
that the facts set forth in the foregoing petition are true
to the best of hi.s.knowledge and belief.
.........$.W9.P).to and subscribed before
me th;s~..doy ot....M<llI O .i1:.1::;.
S,gnotu,e of Off,~~.,A'l,Z~
Title of Officer NQt.ary-..l?ub~i.c .
Office exPire~~..f.f..?.~.
And your petitioner will ever pray,etc.
..............~:.~.
."~..
Estate of...__..~~h..~MQ¥-._.tlQ~K ......
fILED _..0•.......---..__..__-__...
j
I~-----
I
I'No .
r
Deceased~301973<.---'~Fiduciary ..._.........._.__.--------------
RUS~HL MAR'~'Q
REGtSJER OF l!f1l!S
I
PETITION SUR .AUDIT
FROM WHERE DECEDEN:r LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conform ity with Court Rules
adopted effective December 3,1951,being
rule No.9:po rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing'Tr~stee 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 ~ier:'_s In case any of the <
funds for distribution are from judicial I
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..__~a .~;y
J
r.f':/IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA.
ORPHANS'COURT DIVISION
.I
.~.
HEARING ON AUDIT
Monday,March 18,1974,at1:30P.M.,EDST
The Honorable PAUL A.SIMMONS,Judge of the
said Court.
JACK H.FRANCE,Esquire,of Charleroi,Pa.,
representing the Accountant.
No.63 -70-167
('
)
(
)
(
)
~(.
Estate of
INRE:
ANNA GRACE HOAK,
:5 Deceased.z<~>-ellZZ\&III.
ioI-~BEFORE:
:I:
ell<~
~uit
Iii APPEARANCES:o
~<
uo
:l...
:tI-....
t'C TTh1E:
II--
and it is ready for distribution.
The account has been filed.There are no complications in this e tate,
Hoak.
Your Honor,the Petition Sur Audit is on file.
The first cas e is tlle estate of Anna Grace
Mr.France.,
MR.FRANCE:
iiill:
\&I
l-ll:oII.\&I
II:
I-THE COURT:II:
:loU
~<oii:lI.o
THE COL'RT:Notlling tnat would require a hearing,is tha t
right?
MR.FRANCE:Right.
2
/p THE COURT:Mr.Zermani,would you announce this estate,
please?
MR.ZERMANI:
(Court Crier)
Your Honor,I received no response.
is ordered closed.
estate of Anna Grace Hoak?
oceedings upon the hearing of the
Hearing no responsE;the audit of this account
Is any body in the Courtroom interes ted in the
(NO RESPONSE)
The foregoing record of the
I hereby cer'nfy 'that 'the proceedings and evidence are contained
(AUDIT CLOSED )
cause,and that this copy is a correct transcript of the same.
fully and accurately in the notes taken by me on the hearing of the above
THE COURT:
THE COURT:e
~z<>oJ>-UIZ
ZIdII.
i0I-~Z....:cUI<~
..:u__I ir'0 I-UI
e Q
oJ~u
a
:J..,
:tl-I'N
iiill:Idl-ll:0II.Id0::
I-0::
:J
0U
oJ
0(
uii:lI.0
above cause is hereby approved and directed to be filed.
By the Court,
)
In t4t Qtnurt uf Qtummnn 'Irun nt lfus4ingtnn'Qtnunty,
'rnusylnauia @rpqnun·Qtuurt iittinlnu
ESTATE OF No.6:o<......3-7.....,.0"'--......1"""6~7 _
.I
Anna Grace Hoak,
Deceased.
In the matter of the__F~ir.l,:.D.S..Lt.t.....J8CLDu.du.-..FIIo:...J..L..I·DUJAa..JL--
Account of Jobn W.HoekJ
Executor.
ADJUDICATION AND DECREE:r.A--.
An now May :L I -,19--14.this matter came on for hearing,
audit and distribution of this session and testimony taken;and thereupon,upon due consideration
therb~f of6he balance for distribution in the hands of the Accountant is determined to be
$0,3 9.1C;and the account is accordingly confi rmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed
sec.reg.or an appeal be taken herefrom sec.leg.
~~,{···r
SCHEDULE OF DISTRIBUTION
Balqnce per account 1
Balance_-------1
$66,369.15
$66,369.15
Deduct Clerk's Costs &Receipts,.LlI&--"'IA..ud~v'_"'e....r'_Lt......i...cS'_L;~n~gr__---~--1
Attorney Jack H.France
Register of Wills,filing certification of real
estate,
Recorder of Deeds,recording certification of
real estate.
Russell Marino,Agent,transfer inheritance
tax 4237.81
Interest 5/3/71 to 6/3/14 783.99
76.00
Z021.80~
Esther Hanna Bebe,specific legacy per para-
graph Second a of Will,1000.00
Frank P.Hanna."Jr.,specific legacy per para-
graph Second b "of Will.1000,00
Frances Lee,specific legacy per paragraph
Second c of Will.1000.00
Contribution by Executor to pay estate obliga-
tions and maintain assets in kind for distribu-
tion.4909.15
John W.Hoek,Jr.,residue,including 250 shares
of common stock of Corning Glass vlorks,house-03161.50
hold f.urnishings,and real estate awarded in
kind at appraised per certification set forth".
herein.
60,258.35
59,258.35
63,161.50
No balance
t......
:.::.J
~:-:
..:.J
-~.
"
;C"0..:
';"
\
0-~m :J Z
III .§00+
00+$'
0
::r
or :J
Cll
0
00+3-0 0-::+Cll.,
0-00+::rCll
,;
\\
,
I
RF.AL ESTATE TO BE CERTIFIED TO THE RECORDER OF EEDS OF WASHINGTON
COUNTY BY THE CLERK OF THE ORPHANS'COURT D VISION
Anna Grace Hoak,Devisor to John W.Hoak,Jr.,evisee,of all the right,
title,and interest of the Devisor,in and to t e 1'0110 ing described
real estate:
ALL that certain lot or ground situate n the B rough of Charleroi,
Washington County,Pennsylvania,being lot No.in the Tener Subdivison
Plan,bounded and described as follows:
BEGINNING at a point ori'the Ea~terly si e of Cr st Avenue at the
dividing line of property of McCloskey;thence long sa d Crest Avenue
North 330 25 t West a distance,of Thrity-two and Thirty even hundredths
(32~371 feet to a private road in 'said Plan;th nee a10 g the latter
Fifty-ix Hundredths
st a di tance of Thirty-
the div ding line of
North 560 35 t Easta distance of Sixty-seven
(67.56)feet to a point;thence
two and Thirty-seven Hundredths (32.37}
property of McCloskey;thence along the latter outh 56 35 'West a dis-
tance of Sixty-seven and Fifty-six Hundredths (7.56)f et to Crest
Avenue,the place of beginning.
TOGETHER with the joint use of the priv .te road and court as
shown on said Plan for the purpose of ingress a d egres to and from t
and requirement
owners of lots in said
ar a pr portionate one-,
s'aid Lot No.2 (jointly)with the nine
Plan,their heirs and a.ssigns,subject to the
that the O'toJser of each lot in said Plan shall
tenth (l/lO)share of the cost of keeping said rivate oad and court
free of obstructions,clean and in reasonable r pair.
EXCEPTING AND RESERVING all natural gas and oil underlying the
said land,but no wells shall be drilled on the same 1'0 either.
CERTIFIED TO RECORDER JUNE 12 ,974
,
~
0"""~
lr
:J Z
n
1:
0 0 ....9
....I::::r
(1)
:J (1)....
31-6
;::.0
3
"""
0
ra
"""0
=
::::
353 ~
(1)
~
..,
:=
o'"""....
ra
:::r
(1)
~
s~::i~~
/
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:ESTATE OF ANNA GRACE
NO.63-70-167
HOAK,Deceased.
RECEIPT OF LEGACY
KNOW ALL MEN BY THESE PRESENTS,that I,the undersigned,have
received the sum of $1,000.00 being in full payment and satisfaction of the
legacy bequeathed to me by the Will of Anna Grace Hoak,who died February 3,
1970,duly probated and recorded in the Register of Wills Office in the County
of Washington.
~I!.p".f~<«_,_
Frank P.Hanna,Jr.("~
----------
J
Form RCC-33-RI
RESIDENT DECEDENT
~3-70-/&'1
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
•••..
!
.y;T.~..f3:l1..~.I.19.~<:>J:l .
J
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inl)eritance an~Estate Tax Act of 19.61.)
IN THE MATTER OF THE'ESTATE OF
ANNA GRACE HQA.K .
(State full name of decedent)
AFFIDAVIT OF
EXECUTOR
Late of W.ashingt..on ..
State of p.~np$y:l"y9.:n.i..c:t ,,:..}5S:
County ofWashingt..on......
County
.J.ohn W•.....HQak ".
of the estate of the above-named decedent being duly sworn,deposeS and say S
.Eueutor
DecedentdJed F(~~;.~ary ..~;;;y),19(yZH {~;~~eaVing !I lnt will,copy of which i.hereto attached.}
Name and address of attorney or}Murphy.andFrance,J.ackH.Fr..anCe,E.sq.,.~Q~JE'9J1Qw.:e:i".§!ld
other authorized representative to
whom all correspondence should beAVenue,Charleroi,Pennsyl:van~,,9,.:LSQ.~~....
mailed.
That as such ..~~~.9.)J.t.9.};'deponent is familiar with the affairs of said estate and the property con-
(Exec\Itor-Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit bux 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 INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX
i-First National Bank Charleroi
THIS SAFE DEPOSIT BOX ~ENTED
IN NAME OR NAMES OF
Anna Grace Hoak
John W.Hoak
RELATIONSHIP OF JOINTHOLDERSTODECEDENT.
-.~-~~
Son
That the contents of said safe deposit box or boxes are itemized under SchedulesA &Bof this
return,with the exception of the following,for the reasons hereinafter set forth:old rece ipts,marriage
license,miscellaneous papers,no intrinsic value
That Sc.hedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Sc.hedule 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 Uni ted 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 thereo~or of
any foreign country,which ~re 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 mortg61les 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_';!state from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds,.of which were payable upon the death of the decedent;and all the corporate stockS and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
In the.cas~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 decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the 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 value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decep~nt,eifher individ:ually or-jo~ntly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power /!.ttached to the schedule...
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death~the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior
to 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 record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name;addres~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 exe~tion,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:service~,in consequence of the death Of th~dece4ent;debts and claims owing and Irnpaid at time of
~..'.".death;taxes accrued charge.able for period prior to decedent's'death (except.those allowed unQ.er 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 Summary.
Subscribed and sworn to before me this si~..
..............................................~y of .~19 7.1 .
;;f~#,~-
~~.7-57-'~02r;#7~
..................~~~_.
(E:reCtLtor~
.R".P.#..l ~.Q.~2.l.9..
(Street Number)
.....Coal....c.enter.,P.e.nns.y.l.V'.ania .
(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 requi.red 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.
(:\'::'!IIN\d:.'\.LTH OF PENNSYLVANIA
T'tH';~:Fl;:1l INHRIU'L\.NCE 'l'.t'<:
ltFSIJlENT DECEDENT
SCHF.DULE "A"
REAL PllOPEHTY
't('al property in Pennsylvania,with statement of mortgage encumbrances upon f~ach parcC:Jl at
death of decedent.Where property held as jointte~antor·tenancy by entireties,report on
Schedule "E".Property held by the decedent as tenant in common with another or others,
shouln 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 shouldbedescribedbylotandblocknumber,street and street number,together with a general description of the property.with a refer-ence to the record of the conveyance by which the decedent took
title;if a farm state number of acres;also statement of mortgage
encumbrances upon each parcel at death of decedent.Taxes,assess-
ments,accrued interest on mortgages,etc.,are to be listed on
Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VAI1JE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
in this space)
House and lot,608 Crest Avenue,Charleroi,
pennsylvania,Deed Book 551,page 356 $2,240.00
Lot No.2 in the Tener Plan,conveyed to
J.W.Hoak and Anna Grace Hoak,his wife,
by deed of Charleroi Improvement Company
on May 18,1928.The said J.W.Hoak
predeceased\thi~decedent.
~...-t
$7,800.00
Insert this total opposite "real property",ScheduleV-"A",in the "As Reported"column on the last page of
xxxxx $-1-,800.00 1,flJ d •u?l
cJ.K~.~
COMMONWK\L'l'H OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 ~r 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 shouln 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 anyundis tributed
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
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
220.87~$55,217.5(1
2
250 shares common stock,Corning Glass
Works
1954 Mercury Coupe,Serial No.B10597039
v
I
v$50.00'$50.0W QO'0 ()
3
4.
5
Proceeds of Interest Option Certificate
No.41339 Praadent Mutual Life Insurance
Company of Philadelphia
Interest thereon
Interest thereon
$9,292.2·
76.6l
75.SID
7,.?.9;;·J.7
7 t ,{P!
7 J.s-o
v Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X t$64,711.93
comroN1l'EALTH OF PENNSYLVANIA
T~\NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA.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)~O
(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)~O
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)_'~~~O~__
(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 death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)~O
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneorothers--:-_
(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)~O
(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)_-=~~O~_
(9)/If the answer to (8)above is in the ~ffirmative,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 MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.'Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
H.CC-:..tJe-H1
CCM1-k1\WF..\1.TH (IF PENN~YLVANL\
T1L\\::;n~H INHERITANCE TAX
RF.SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl'CTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real·estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
D~SCriPt1on of Property,Date of Acquisition,N~me I unit percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of Record of Instrument,where Real Estate.!
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Brookline Savings and Trust Company,
Brookline Boulevard
Pittsburgh,Pennsylvania I
(Now Western Pennsylvania National
Bank)If 'Ii JlJ(J,'1 I~.:J~
Savings Account No.3 1451~~~Tj;·;u·51
Same as Item No.1'
Checking Account No.M 64-2-110148~11.J;t).='/~J~
First National Bank
Charleroi,Pennsylvania
Savings Account No.7055 ~&..t./J..~;;.'I -s 'f.~j 'I1,1 J....
~IJ
-::~(,t/--)-/l01'f{
7oSS -~~
tr"--''1l C!.(L
:J~J,,,191 o .f
~31 1~7°~)d-
50%$650.10 "'~-(J"O
50%-r87.18
,A.01.91
It
50%$H195.56 ,-
,I i
I
I
,
III!I I
III~I !I I I
I
1
I I
i 1II I
I I III
1 I I I
I
I
"'2,032 .8~!
this total opposite "Jointly Owned Property",Schedule liE"..
V Insert &StJ'IOinthe"As Reported"col~~on the last page of this return.-
Rf C'::-~·3d.-RI
CO)tl\toNWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
.."
(
h
....~.;s
;r ......RELATIONSHIPBENEFICIARIESANDADDRESSES,
(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Esther Hanna Bebe N;p("'p Vpr::,Aqe 51 $1.000.00
F'rrink P Hrinnri .Tr "T..'1.Vpr::,n,n""r;A ~,nnn nn
Fraces Lee None Yes Aqe 60 $1,000.00
John w.Hoak Son Yes Aqe 42 Remainder
-
"
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
Deceased
ANNA GRACE HOAK
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
(')'C-j ...,'"d ::c...,0 ...~~0 Il:l ...e:...'":1-'-::s '"'"'::s ~0::s '"d...,'(1"~~...
Il:l .'I-''"0x'"d16Il:l J;<;0"......;-'0 .g ~
'trJ :~~...
'",::s ......ro '<Il:l...p"~
~
ti0':0tDIirt~
en
,I'li ;<I C~~>-::c
W en en >-<:
n n II ..?"?"?"
(')tx5 >::::---
~~-00 ~~~:(j\.IV ?f:''.....:J..'"...-..0 '-....I '00 >-
!JJ :1 ~:0 '"
N 0 r":0 ~...-..•,I •"""....to ~:00-~w :0 :4-~c..-
Year .
REPORf~1PPRAISAL
~/\\},~\l:1t173C/r~·30)-,
~Elt MARI"'O
~ROf"HI~
MURPHY ANn fR~NCE
ATTORNEYS AT LA'"
308 FALLOWFIELD AVE.
CHARLEROI,PA.15022-
:\IATTER OF THE APPRAISEMENT
Late ofCl1ClrJe.rQ;i,..
Commonwealth of Pennsylvania
County of W.ash.il1gton
DI THE
Will i N
Administration ~o.
~~-oo~~~
'"c,,)
~
...........
a.,
jC':-;:~..;.-J'"•.v~f\'~-:_:0 c::l~__:c 3-
;':~:;-'r"c::""o~II
c
,.
Form RCC·10 DEDUCTIONS ALLOWED IN
OFFICE OF THE
REGISTER OF WILLS
OF Washington COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF .
DATE APPROVED .
$."~I.J,~.?
..~/?:~L'1tf
AND AGENT OF THE COMMONW5ALTH
ESTATE OF Anna Grace Hoak LATE OF Charleroi,Penna.
Regl.ter of Will••Agut
I.
DATE OF FILING APPRAISEMENT DATli OF DEATH February 3.1970
DATE NO.OF NAME OF PAYEE REMARKSVOUCH5'1It AMOUNT
Rrlrnl"Schorck Funeral 1,600 00"""
C'rlnnon Josenh N Wittkofski Funeral Service 30 00""
T';_.=1_,..~ce station Car Repair 5 83/
Urln 'RpC'k Electric Wirinq Material 75 91 ,/
'RAnt-l<=>uville Plumbinq Sink Trap 1 59'"
Marshall's Plumbinq Faucet 16 OOv
npnendable Sales Fan control 13 45'v
Brown's Texaco Gasoline 4 80'01'
lrpr 'R C'lrlrk Nurse 21 75./
c:olurnbia Gas Co •Gas 67 77-v
-.C'n Personal 22 52 v
Miller's Store Personal 20 84 ....
TATA cd-PAnn Power Comnanv Electric 38 65....-
'RAll rJ'lAl ..,.e Co.,.Phone 33 91 'v
...
r-l Cleaners .'Personal 8 27V
n."•Charleroi
'tv of Borouqh of W"l.ter 22 3Q....
~Wh{te's Sons Grave Stone 112 00.-
u;rk ann C:lark Personal 5 94....
npnt and Connellv.M.D.Last Illness 110 00..
Murmr and France.Attvs.Attorneys Fees 4,000 001.'
COMMONWEAL.TH OF PENNSYLVANIA }
COUNTY OF _--!W~a::!..!:3s~h~i!:.:n!.!:::lgW:t~o:::::n~____S.:
John W.Hoak-------'lLl=~~~!.-..;!:.:!:.:::~~--HEREI!IY CERTlI'Y.THAT.TO THE BUT OF
""'Y KNOWLEDGE AND BELIEF,THE trOREGOING III A JUST AND TRU E IlrATIlMENT OF DEBTS.FUNERAL EXPENSES AND EXPEN8U OF
ADMINISTRATION SUBMITTED TO THE ESTATE 01'_..cAJl..\nJJn~a~GOl.rlw..laa~c::.lie=__H!:.~i:!:!J~_+.J_------DECEA••D,A8 DEDUCTIONII FOR
INHERITANCE TAX PURP08EIl.:::--2.vfi~L
;;j~.-7F-U-I'--.-------===:::..-=---------(L.s.lRIi:MI THI8 <±?'/<DAY Of"--:l~~~--_I_:.~~~~--*~,.__7_
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
JOHN W.HOAK
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
/
In Re:Estate of __ANN__A_G_RA_C_E_HO_M _
__W_A_S_H_IN_G_T_ON County -File No.----:6:::..3L-..L7.:.:..0-..:;:1~6!.L7 _
Dear SIR:
You are hereby notified that the~_=O~R,:;I;G.=I::.;;N;.;;AL~,.-------------
apprai sement in the estate of ...--.:ANN...--.:A_G:..:..RA---.:CE__H...:.O.:.:AK=---_
has been filed in the office of the Register of Wills of_-lWuA1d.Sn...HuI~Nl.\.!G:..I..TO~NI.lI....-_
County on DECEMBER 13,,19--71.,Said appraisement reflects the following
valuations:
Real Estate ~----'7L..'1,,~80=O~.O:::..:O::-.-_
PersonaI P roperty ~64~,.L7....11~..9z...3L-..----
Transfers _
Jointly Owned ~_
Total ---!7!...<o!32,~16:::..::2:::..::.:.::::0~J _
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains urrpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by on appraisement may appeal therefrom
as provided by law.
Date DECEHBER 13,1973
DATE OF DEATH:FEBRUARY 3.;,1970
Note:This is not a bi II.
RCC-39 (5-68);
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
(Initial)(First Name)
Estate of__H_O_A_K_,_A_NN_A_G_RA_C_E DATE OF DEATH_2_-..:..3_-7..:-0__FILE NO.63-70-167
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_A_S_H_I_N_G_T_O_N _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
Dated:DECEMBER 13,1973 FRANCES LEO,CHIEF APPRAISER 11 ~
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WASHINGTON.County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--(ROO )0
64.711..93)
650.ro
73;,162.03
none
73,162.:)3,
VALUE AS REPORTED VALUE AS APPRAISED
$$
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
FOR USE OF REGISTER ONLY
Tax on $+-_~
Taxon $~
Tax on $5%
Taxon $~
Taxon $~
~~ptioos *
Total Estate ........__
TOTAL TAX
COMPUTATION OF TAX
$--------+-~
$-------4---
$--------+--
$--------+--
$-------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 $t=
Add interest at rate of 6%fro~_____to $---.J
AMOUNT OF ESTATE TAX ASSESSED $--------1L-
Estate tax paid $---Jl-
BALANCE DUE $---_~~
Add interest at rate of 6%from t=
-------ttIO-----$-------1'
TOTAL TAX BALANCE $-------1PAID$--.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
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ANNA GRACE HOAK
Deceased
Late of .
County of
CHARIEHOr
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
p'
?
l"onn ?CC-2
.
DEPAPwTME~!T OF REVENUE
••BUREAU OF COUNTY COLLECTIONS
~t HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~Q:§:I.1!3.~::I,.3..!t +..9.7),..
COUNTY ~A.~~~~g'I.'9..~.
FILE NO ?3...=?9...:~.~7 .
ANNA GRACE HOAK CHARLEROIWhereas,late of .
in the County of ~~~~~.~~~~9.~Commonwealth of Pennsylvania,having died on
the ..3.r.d day of f.E.ERUARX 19..70 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,f..RANC.E.S .LE.Q.,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 Appraisement IOOlcrlplionofAssetMadeforInheritanceValue.rax Purpose,,
REALTY $
SEE SCHEDULE "A'"OF APPRAISEIviENT 7,900.00
PERSONAL
SEE SCHEDULE "Bit OF APPRAISEMENT 6L:,71l.93
JOINTLY-HELD
SEE SCHEDUIE "E"OF APPRAISEMENT 650.10
TOTAL 73;,162.03
1
"
/>.
,
form~;v;;:fhb~:::~h:.wonlac;;r11to ~w,~:;o~ereh~c~~~eme~t is made1~~n~
a~ti~
...~~..~~;-
..............~~~Q~.,Penna.
___'0 Office)I
I
WASHINGTON County
r>
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ANNA GRACE HOAK
Deceased.
Late of
CHARLEROI
Date of Death,f.EBBJTARX...3..L.+..97..Q .
Appraisemeilt Docket Vol.,.3.$:':':.
Page,~4.?~?No..§?..:':':7.9~+..9.7 .
Filed in Register's 0 ffice,p.~~.~+..~..~J 9..'J~..
Anwunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,.
",,,'~"··C'·'0.'','.'.,r,"!"'oC":'i,*,Yo ~_t.,}.f)':6 ,•..'l_.t.)j..-)~.,..i,'\
'('~1""'1'1 :P,';~'.,""'rl"'~'\11...0!J !~,....1 -../·(.-.':~~l.~:)·-.V;:J,qJ
'C\~~j'I'%I ~_~l.,1 -:fi1·:':;-~·t,.-f.)'.~JJ
'.li\,.t,t ,"-:f I i;..._",)•...:.>.II;~.r.p
or
Appeal f1'om Appraisement,.
,('r
((,]
r I ~"~ir ~:a l .:;'"\'I'i'I ·l..1'.:....:fI.~.i!4 ":I~!lI
Entered and charged,..!l/(:.~".'..f l J ~t j,'~".U1.~...:';.....t
;"
,.#
RCC-48 (2-69)*'./
COMMONWEALTH OF PENNSYLVANIA REQUEST FOR LEGAL ACTIONDEPARTMENTOFREVENUE
BUREAU OF COUNTY COLLECTIONS Bureau Fi Ie No.
I
6':\_"70_167 Tickler •66
Co.No.38-45-7
John Woo Roak ,residing ot RooD.l Box 219 Coal Center,Penna.
in Washington County,is the Executor of property formerly owned by
Anna G.Boa1!l ,who died on 2-3-70 in Washington County.-
The attorney for the estate is Jack France whose address is
308 Fallowfield Avenue Char1eroi,Penna.15022
The above named Executor is in violation of the provisions of the Inheritance and
Estate tax laws of the Commonwealth of Pennsylvania in the following respect:I,
1 -
D Failure to file an Inheritance Tax return on or before
2-~Failure to file a copy of the Federal Estate Tax return on or before
3-D Failure to file a copy of the Federal Final Letter.
4-D Failure to pay Pennsylvania Inheritance tax due in the amount of $before it became delinquent
on
I have made the following demands for compliance without results:
Date of demand Name of person contacted Title Method af contact
8-13-76 Jack France Atty Rcc-41
8-13...76 John Hoak Excr.Rcc-41
A formal notice of demand was sent to the taxpayer by certified mail.Thi s demand has been ignored.A copy
of this notice together with the certified mail return receipt is attached hereto.
I recommend that the following legal action be taken to compel compliance:
1 -
o A lien be filed with the local Prothonotary against real estate owned by the decedent.
2-o A petition for citotion be filed in the local court.
3 -
GA civil complaint be filed in the local lower court.
Additional remarks:W.B.109-4]2-2261 Letters were taken aut on 2-9_7°.The appr.
i.s-comp]eted.There jf'no 706 filed jn this estate.
IbSc..;c-......7.3lO6 _
(Date)~-e:--)------~C!o!!.b.l...Uoi.J:e:Jf"'_....JA~(1?~:f:"Ir;':LI~~r1..;iL.lS::iJet:.Lr:...-.AI....IL /
R~~IVE JiXIDHIX NINETY.SIX and 83 lOo-........----...--..--.......-----....------------doliars
iT Inn y g n n.a.representing Pennsylvania Inheritance or
From:ATTY.JACK H"FRANCE Estate Tax due from the following estate:
2%Tax on $$,----------lr.:'IAddress308FALLOWFIELDAV&.1JE
CHARLEROI.PENNSYLVANIA 15022 6%Tax on $1,403.41 $8~4~.~2~O__n
File No.63-70.167 Date of Death 2-3-70 15%Tax on $_$--------.
$--------rJ
1-Date of Payment Xi January 4,1974
Name of Decedent __ANN__A_G_RA_C-E-----:H:....:.O:....:.AK=------1
%Tax on $$111I
Estate Tax,Act of
May 7,1927
$--------11
$__---oIIlo.l11i2~•..u6~3__.n
$.84=--::..=.:.::2:..::.0__
$==~96~.~83~=:'l
TOTAL TAX CREDIT
less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of.!-%from 5-3-71
,to_--=D-=a:...:t:...:e=----_
\I
,,
\.,'.
t',";'~,,•
Uill ~~[L ~@~ltrn:,':;:s E A L
.~.-'.,:...-"",','~'".,.';/
NOTE:This Triplicate Receipt to b~retained-tlar alldit3QM40'...7I":_,~.It~~-'....~t•.'
",,.•I:'",(;:,,~",',l /Received b'y"-,'"'"""~....:.,.:...:,.......,.,..~~l---.;.......;._4.""':_~:"....,.""""'~i'\f_----.
NOTE:In accepting the transfer inheritance 'tax ,on,;luture 'estates,prior to the death of the life'
tenant or tenant for years,as evidenced by/his receipt.Ii Is understood"that the Commonwealth shall
not be precluded or prevented from hereafter'assessing addltloool'lnherilance tax at the death of the,_-.,.;.~...:...:"-:-:~ck-.~b....+;....;:.,_-:,..2:,--.}ri-4-:Hf.-1I
life tenant or tenant for years whenever It oppearsth'atsitch 'additional tox moy be legally due and"
collectible for any reason whatsoever,
County W_~_S_fl_I_NG_T_O_N _t
Remarks:
MJR/
11<
a-~~-....~,~_--------_.~---_.-------'--~--~---
--_.-----~,-.~--.----------:---------;-;-~._---~~-'(---;;;:;---~----;--,--,----
,,j
RECEIVED FORrY.FOUR and 86/100--...---------_..-------dollars
John W.Hoak ..Paying On Ind.Liab.representing Pennsylvania Inheritance or
From:ATTY.JACK H.FRANCE Estate Tax due from the following estate:
Address 308 FALLOWFIELD AVENUE
CHARLEROI,PENNSYLVANIA 15022
2%Tax on $$----------r.;
6 %Tax on $__6_5_0_._1_0 $_=3=9=e..:;O=1 .n
File No,63..70-161 Date of Death 2.3...70 15%Tax on $$•
$--------
Date of Payment __J_an:.....-_ua--:....ry~_4-L-,_1_97~4 --1
Name of Decedent __ANN__A_G_RA_C_E-H-O-AK-------t
%Tax on $$----------1IlI
Estate Tax,Act of
May 7,1927
$----------11
$,====44~'~.~8~6====I!II
$,_--'S..r....a.J.8oz.,S n
$-----:3:::...:9::....:!.~0~1~_TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
'.Plus interest at the rate of
-lU.%from 5...3-71
to Date
I
TOTAL AMOUNT PAID
NOTE:
I"NOTE:Thil Triplicate Receipt ta be retained'la~'auditipurp~!.I,·.-.~"
..,-Received by'.~~r::::::....-?.:r....;.,~...1-!'--':~.L-f_~+,..:.-~~~~----.
Inherltonce tax,on futu.re estates,prior to the deoth of the life
;,,,
'\I...'.•".-
lr rn ~[¥)[L ~@llilhJ~':·j,EA L
Remarks:
MJRI
County W_A_S_H_I_N_ro_T_O_N_-:----'--'-__......-,-_-----l
;)
'.11-.,
RCC-46 (4-74)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
RECOMMENDATION OF THE DEPARTMENT
OF REVENUE TO COMPROMISE'OR
WRITE·OFF TAX CLAIM
J
Tickler #66
Washington COUNTY
Estate of __A....:.n....:.n.::..a=--G_._H_o.::...::..ak.::..::..-County File No.38-45-7 Bur.File Nop3-70-l67
Date of death.-=:;;.2_-..=.3_-....:.7....:.0 Date of filing of Appraisement _
Name and Address of Attorney -=J:....:a~c::::;k=_=__.=.F~r~a~n~c~e~__-=C~h~a"'"r!<..l:!:.Ee.=ro~i'_.1.,~P::...!e;;:,!n~n!±9a~._
Name and Address of Personal Representative John W.Hoak Coal Center,Penna.
Date on which current and active lien was last filed none--'-'='---------------------
Action initiated by Harold A.Smith
(NAME)
Chief Appraiser II
(TITLE)
2-1-77
(DATE)
Real Estate _
Personal Property _
Transfers _
Gross Estate _
Debts &Deductions _
Clear Value _
Tax Assessed _
Tax Paid-_
Balonce of Tax Due _
Interest to Date ----,-_
Total Amount Due -_..:..tJ_-_
("")
<::)c::
7"
..~\"';0':=m--)-0 (~
"'::.;n')r-'
r't»..':!.-c:<
f q,-=>nJ
'.0j ~i'J 0
-1
r.1zv.
It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_
Waive filing of the United States federal Estate Tax Return form 706 and
Federal Closing letter that this case be marked closed.
A proper investigation has disclosed:Enforcement under directive 5 has been pursued
for failure to file 2 copy of the Federal Form 706 and Federal estate Tax
Closing letter.Since we do not have a copy of the F.F.L.to provide
evidence to the court that a Federal Return had in fact been filed
we cannot pursue with a citation action in this case.
It is therefore reconunended that this case be marked closed.
(ATTACH ADDITIONAL SHEET IF NECESSARY)
Investi gated by _H_a_r_o-;-l:-;-d;-:-;::A-;--._-:7 C_h_i:-:e-:::~f=__=A-=p:...:p:....r-a-i_s-e-r--I-I-----2---l---7_7 _
(NAME)(TITLE)(DATE)
""
Approval recommended by ---.P..l..tt:.U4~~~:::::::l-----_·~
~
Date 2-1-77
App ro va I Re commended on _~__-L...I-...1.L-.f..-.'L...I....:Q~7--=7_
5i gned ..".:()~..._:"":""I_('l_~-,,-O~(D_~J-~_)-,'yu,..I-+:,I11""7'l-,....,.....-------=-_
FOR BU/~Ejo.U OF,COUNTY COLL~9}I.o~~1>t-t1etLJ-
DEPARTMENT OF REVENUE (J
Si gned "7""""----1-1_
FOR ATTOR.NEY .GE.N~:':Y:I'-",C.,~:"7rr"..~111/~