Loading...
HomeMy WebLinkAboutOC1970-0234 - ESTATE OF GREGORYQ!ommottnttalt4 of lllttttt!lyluattia.t -lIas4ittgtott <!lounty.j'ss. KNOW'ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid / on the .2C)th day of _.November A.D.1967 ,before me, Josephine M.Douglas ,Register for the Probate of Wills and Granting Letters of Administration i~and for the County of Was.hington,in the Commonwealt-h of Pennsylvania, the last Will and Testament of Proxy Koki Gregory a/k/a Proxy Gregory late of the Borough of Charleroi in the County aforesaid,deceased, (a true copy whereof is t9 these.presents anne~ed),was duly adlllitted to probate;and Patricia Barrett and Jenny Gregory the Executor.in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid:,do grant these LETTERS TESTAMENTARY,unto the said Patricia Barrett and Jenny Gregol'J committing unto them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring them to exhibit a true and perfect inventory thereof into the Register's Officre,at Wa!shington,within ninety days from the date hereof,and to render a just and true account of s'aid administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have-hereunto set my hand and the seal of said Office at Washington,this twentieth day of November in the year of our Lord one thousand nine hundred and sixty-seven. tIII .~... \ time heretofore made'. ..'~.. ---.......~·,,,-·'!<If'"........-_e..__ do hereby make,publish and declare this to be my Last Will and '. 1Eaitt 3Jllfill &UO Wt,!ttCtut2ttt County,Pennsylvania,being of sound mind,memory and understanding KNOW ALL MEN BY THESE PRESENTS,that I,PROXY KOKI GREGORY,a/k/a PROXY GREGORY,of the Borough of Charleroi,Washingto Testament,hereby revoking any,and all former Wills by me at any '-.".......---_.,.~--_.__._.. And as to all of my estate,whether the same be real"personal or mixed,of whatsoever kind and nature and whereso- , ever situate,of which I die seized and possessed,I give,devise and bequeath as follows: FIRST:I direct the payment out of my estate of the expenses of my last illness and funeral as soon as conveniently possible after my decease. SECOND:All the rest,residue and remainder of my estate,of whatsoever kind and nature and whereso- ever situate,I give,devise and bequeath among my beloved da~ghters, namely,JENNY GREGORY,TENNESSEE PHILAGE,BESS WAT SON,HELFN OXENFORD .and PATRICIA BARRETT,in equal one-fifth (1/5)shares. THIRD:I nominate,constitute and appoint PATRICIA BARRETT and JENNY GREGORY,Co-Executrices of this my Last Will and Testament and direct that neither shall be required to enter security in any jurisdiction in which they may act.I further specifically authorize them to sell any or all of my real estate at public or private sale and to make,execute and deliver proper deed or deeds therefor without the necessity of Court approval. " " .. !.rr,. ~ :. 1~. ~ "~ ... ~... q ... \__•J , ",~_..\__"""_._"ff~_'_~_~......-..,~",_-..---,.,.~.""_~~.--......,._-_._-----_,,,-..,.- f \ J lll,l \IN WITNESS ~EREOF,I have hEreu1to set my hand and I seal to this my Last Will and Testament this 21st day of Mar~h,in ·1 III the year of our Lord,One Tho.,usand Nine Hundred Sixty-six (1966).I 1 a/kl~~(SEAL)P xy"rego . Signed,sealed,published and declared by the said PROXY KOKI GREGORY,a/k/a PROXY GREGORY,as and for her Last Will and Testament,in the presence of us,who,at her request,in her presence and in the presence of each other,all beifig present at the same time,have hereunto subscribed our names as witnesses. ,., !i . I I !; Affibuuit (@f 1Exrrutnr (@r A~miut!ltrutnr ~tatr of Jrnn5g1uania.t 55: mounty of lIu54ingtnn \ P II b f th d . d h 'hi Notarv Pub lic .d f 'dersonay e ore me,.e un erslgne aut orl,), a o!ln an or Sal County and State,appeared P.~.t.~.!£J~~~.E.;:~t.:.1;:~J.~D.gY G.E.~.g.Q.;"y who,being duly sworn according to law,deposes and says that they is the executor or administrator of the estate of ..~r.O.~Y.KQki G.!:.~g.Q.~y.."~J.Js.~I..p.!'.Q~y deceased,that the foregoing schedules constitute aco~~~t~1lentoryand appraisement of the real and personal estate of...:e.;I;..Q.~~....~~~&o~.b.~,g.Q}.;'.Y..o .....~/k/a ::.-...,deceased,except real estate outside the Commonwealth of Pennsylvania;tt'li~*lfigures:bpp~ite each item !:lo;:s;: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 pon a just appraisement of each .._ ::~;:item made by the above named ExecutolS ~.---~f~~~./ ;::~~S d b 'b db f h'12th V •§?~~worn an su scn e e ore me t lS.........................I'~j day ot~.r~1?·~g~·g....·..·....··IQ.~..~~..~t~~tt ..·........~ga ~.....::~i Notary PublJ.c ADD IONAL INSTRUCTIONS==-~~~1.An inventory must be filed within three months after appointment of personal representative.6;2.A supplemental inventory must be filed within thirty days of discovery of additional assets. .3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIutttutnry aUIl ""ppraisrmtut of the goods and chattels,rights and credits which Proxy Koki Gregory a/k/a were of..p..x:ox.y.Gr.ego.x:y.late of :6.9..~.Qy,gh Q.f.Qh.~.;:l~!'.Q.!.. Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit. J PERSONALTY None REALTY ALL that certain lot or parcel of ground situate in the Borough of Charleroi,Washington County,Pennsylvania, being a part of Lot No.62,Section A,in the General Plan of said Borough,recorded in the Recorder's Office in and for Washington County,Pennsylvania,at Plan Book Vol.1,pages 178-179,known and described as Lot "N"in a subdivision of Lot No.62 aforesaid,lying between First and Second Streets,fronting on Lookout Avenue 40 feet and extending back 85 feet to a 10-foot wide alley, more particularly described as follows: BEGINNING at a point on Lookout Avenue,130 feet distant Southerly from the Northeast corner of Lot No.64, Section A,on the front line of Lot No.62,Section A; thence Southerly along the Easterly side of Lookout Avenue 40 feet;thence parallel with Second Street in a Westerly direction 85 feet to a point on the Easterly side of a 10-feet wide alley;thence parallel with Lookout Avenue Northerly 40 feet along said alley;thence Easterly parallel with Second Street 85 feet to the place of beginning. DOLLARS 5,000.00 CENTS TOTAL INVENTORY AND APPRAISEMENT 5 000 00 "I I ! , \', , 'V'd "00 NOJ))NIHSVft,tS111A~.-10 ?:lILSID38 o ~I STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountants being duly sworn according to law,depose and say that the above account as stated is true and correct as ~~.~y.ve'rily believe. Sworn and subscribed before me this ~.?~.~. day of .:f~.1?~~.n~19 10.. ...~..~~~~~~!'::" Notary Public' WANDA CARRINGTON,NOTARY PUBLIC CHARLEROI BOROUGH,WmiNfiTatl CDUNTY MY COMMISSION EXPIRES AUGUST 19,,1971 Washington County,ss: ~'.~~..~ iI.~~y(J _ .tricia Barrett /~~g~r(. 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 an.5!,Rule of Court,as evidence by proofs thereof filed to No..b.:i..-::..7()-:.lO..~. Witness my hand and official seal thiS Y..Y!=. daYaL ~~;:.19.70.Q~Y!..~. Register of Wills .. I. ; ~'-1 tftJ"1 .I \.,''",i'•....~",{"~:<~~,~~'t~...,...,I 0 ~Ui&~~~'1 '"'I':i >i L I ::l jd oj ",i ...,(~"I 0 ..., ()'!I':i Ci jt I 0 I':i ~::l '-v,.'•••.~:lei ::l'-.,0 c:l~Q)0t-+~!CJ CUi 1 ......~.'.t :I .d :tI-l CJ -.......~CJ .ft r'~.'...,:0 CJ '-..:<1-)1 0 i~<at ClSi ..., "O!~'t:l :Q)8 tfL~C L,~Q)i5 .... ...:C;<U ...,•.-1 >.I':ii>.i lU:tJ.'70 !ff Q)i 0 t/)Q) r;..~:.,...[1 1j R 9 '"i ·0 t/)I':i +.Ii Pll Q)'"'0 o!~.hi 2 4 it ~'"'it~(Ill 0 IIIA..., ril bO:+.I:~I=Q ...,t...,<E-t CUi >{cu:~I':i '~<~i ~i 0.\::l iril "0 E-t 0 \~t.'i ~:~:<U f'IJ",".-.<.l 1~Cw.0:"'i ><l \\\~\);~)tLl i{'"1"0 CJ '"~ril \oj •.-1 i 00 I tt)J.',i-;ri ojl=Qi f4 \PEGI""''''~I':i~~:CUi \10 it:OF WilLS ...J :a .:~"0",i .~I':i :Q) 01 ~!...tvA ~HI ~J GTO 'I ...,o ....,~ 1 ~i t.'j •.-1::>h co.,PA..~:p ,.~C\1 ~~•t1 .....J{t 0 oj ,bIl >.i ~u:J..i ...,Q)s .Q)~·.-li a ~.d '"':~~:~:~:~...,~00oi0:+.Ii I':i CJf 0 Q~:~:C\1:l-I 't:l \'+::::ci Pol:Poli Poll ~I':i J-i .: Z <""o ' ! ,....,.-tI-l ; r ..,....-. -"""- j .' «< '" r --------- I . I -~ I I .,.! I THE FIRST AND FINAL ACCOUNT OF PATRICIA BARRETT AND JENNY GREGORY, EXECUTRICES OF THE lAST WILL AND TESTAMENT OF PROXY KOKI GREGORY,A/K/A PROXY GREGORY,DECEASED,lATE OF THE BOROUGH OF CHARLEROI ,WASHINGTON COUNTY ,.PENNSYLVANIA - Principal Personalty $4,478.45 Income Personalty None Principal Realty None Income Realty 240.00 Total Assets of Estate $4,718.45 Less credits claimed 2,794.64 - Net Balance for Distribution $1,923.81- MELVIN B.BASSI ATTORNEY AT LAW CHARLEROI.PA. " ..-,-..~-_.~,F.' PRINCIPAL PERSONALTY The Accountants charge themselves with Principal Personalty received out of said estate as follows: Per Inventory and Appraisement Proceeds of real estate sold Total Principal Personalty INCOME PERSONALTY None $4,478.45 $4,4w8.45 The Accountants ~~~rge themselves with Income Pers~Qalty as follow None The Accountants credit themselves with the following out of the assets of said e'state: Dr.Carson Three home visits $30.00 Newcomb Hospital Hospital bill 124.43 Dr.Frank Procara Medical expense 55.00 Dr.Carson Medical expense 52.60 Newcomb Hospital 1 pt.unrep1aced blood 35.00 Newcomb Hospital Inpatient initial cost 40.00 Dr.Harry Caplan Medical expense 40.00 Dr.Murray Fenickel Medical expense 14.95 Dr.Shapiro Medical expense 4.20 Dr.Marvin Solomon Medical expense 5.58 .MELVIN B.BASSI Harold Schrock Funeral expenses 1,458.33 ATTORNEY AT LAW CHARLEROI,PA.Belle Vernon Cemetery Cutting date on marker 12.00 Firemen's Insurance Co.Premiumcon real estate W.Ross Allen 1966 school and borough taxes 22.00 156.77 County tax collector 1966 county taxes 34.18 W.Ross Allen 1967 school and borough taxes 153.63 County tax collector'1967 county taxes 34.18 W.Ross Allen 1968 school and borough taxes 166.23 County tax collector 1968 county taxes 39.06 Josephine Douglas,Register Probate of will 12.00 Washington County Reports Legal advertisement 12.50 Valley Independent.Legal advertisement 10.00 Woodward and Bassi Attorneys'fee Wanda Carrington Notarizations Russell Marino,Register Filing first &final account,inventory and appraisement,etc. 250.00 10.00 22.00--- $2,794.64 PRINCIPAL REALTY The Accountants charge themselves with Principal Realty received out of said Estate as follows: Per Inventory and Appraisement $5,000.00 521.55 250.00 201.55 20.00 50.00 Per real estate sold and converted and transferred to Principal Personalty: Total selling price $5,000.00 Deductions: Realty commission Repairing gas line Preparation of deed 1%Pa.transfer taxATTORNEYATLAW CHARLEROI.PA. MELVIN B.BASSI Net proceeds $4,478.45 o",. INCOME REALTY The Accountants charge themselves with Income Realty as follows: MELVIN B.BASSI ATTORNEY AT LAW CHARLEROI,PA. Rent collected from 111 Lookout Avenue,Charleroi,Pennsylvania .. $240.00 Washington County Reports' ~~~I¥RKU 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 WASRINGTON) STATE OF PENNSYLVANIA (SS. 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 official legal periodical for said Washington County,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY 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 adver- tisement 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: .........NoJl.e.mhe:r 30.~1.96.7 . ..........~.~.~.~~.~.~.!.7...~~A.L...~~§.?. that the affiant or the corporation in behalf of which he is acting is not interested in.the ~ubj:ct..w~tter of .said notice or advertising and that 3;11 ~f the allegations of 'n:,-:.~~. thiS affidaVit as to the time,place and character of the publIcation are true..':,~;;j .J..~~2 t(i..f:~ ..l(::..._..1.-'-'~-----Sworn to and subs . e before me this 14th.::::::~=:::~::::~'''':::.... /)ary Public KATHI;RINE C.YARD,Notary Publ.fs/ Washington,Washington Co"Pa. My Commission Expires November 1,1969 Estate Notices The Register of Wills 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 hav- ing claims or demands to present ~hem for settlement to the Executors or Admin- istrators or their Attorneys. • • • ••• • •• • • •••••• GREGOR~PROXY KOKt ~k~PROXY GREGORY,Dec'd. Late of Borough of Charleroi,Wash-ington County,Penna.Executrices:Patricia Barrett &JennyGregory,1401 Beechwood Blvd.,Pitts-burgh,Pa.Attorneys:Woodward &Bassi,701McKeanAve.,Charleroi,Pa. /' Proof of Publication of Notice in ,-,The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania Caunty of Westmoreland }ss: I ~ I Personally appeared before me William H.Pore,Secretary of Man Volley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley 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 date 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 editions and issues of The Valley Independent on the following dates,December 15,1967 December 22 and 29,1967 ,~,. l ".'~r'NotarY;:Public...:;,,;j~~r~_Oji.t-......J 'OJ ....-.~._"'...",.i......,.-~... 1...;;Cc .r~~~'~..~;:~;d~S <~~.~ My commission expires -------=---..,,+-n\f-1:t{-9-'-7++1---:-'-~"\..,...:_(-.(, STATEMENT OF ADVERTISING COSTS: Woodward and Bassi.Attorneys at Law COPY of NOTICE Letters testamentary on the estate ofProXyKok(,G'regory,a·k·a Proxy Greg. ory late ot BorouglT 01 Charleroi,Wash. ,Ington County,deceased,having-been granted bY the Register of Wills,Wash- ington County,nolice,Is hereby 'given to ail persons indebted to:said-estate tomakeimmediatepayment,artd to thosehaVingclaimsagainstthesametopre. sent them Without delay to Patricia Bar. rett artd Jenny Gregory,executors,i401 \Beechwood BOUlevard,Pittsburgh,Penn.' tsylvania,15217.Woodward and Bassi,'attorneys,701 McKean Avenue,Char.'(Ieroi,PennSYlvania.12;15,22,29 Affiant further deposes and says that he is General Manager of The Valley Independent,a daily newspoper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion ore true.dJ.:<.~.gL.~'))F~ Sworn to and subscribed before me this _A~'~'l_I-:_~~,-+.._,. day oftn , 701 McKean Avenue Charleroi.Pa,15022 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $]0.00 Notary :.$ _ Total $10.00 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. By MON VALLEY NEWSPAPERS,INC. 11/24/67 tI/Y~ p lin t~r (@rpQan5~mnurt nfllanl1iugtnn C!!nunty In the matter of the Audit of Account in j Estate ot Proxy Koki Gregory, a/k/a Proxy Gregory "" TO THE AUDITING JUDGE: 234 70No..•...,19__•A.A. Enter:...-__...:o::.u.::.::r _"appearance fOl':...----:J~e.!.!n~n~y~G~r~e~g~o~r!:..,yx....-:a!!iU.!n~d!...-AP...!ai!.tJ=.A,.r.Ai~c'-l!i!o.!!ai!....-B!.:!.!2!a""r,"",r..le~t!:::..t!:::.+,_ Executrices 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 pr()per distribution shall file a separate concise state- ment in that regard. 1922... LI ~~d IZJA~W OL '0 :1 ~·'i I J~~1.1_,; J Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY I Estate of p..;:~~.Y...K~l\~..gJ;.~gp.~Y,~l.kl.~. ...r.~9.~y g.t:~g.~"fy.. \' Deceased 70 -234No A.A. Fiduciary ;J;>.~~.;:~~.~~~.?~.;:~~.~?n9 . ..J.~.IJ:~y...G.~~g~.;:y.. Date of Date of Decedent's death ~~~.e~.~~~.~.~~.~~~~.~Grant of Letters ~~.Y~~~.~~~~.L.J~.~.?. This is the J.~.~~.~~~~f;!?-.~1 ac~ount 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]{~wi'll.(cross out one)'.'. Date Election Place of; Filed :;:..............Record ~. Name of surviving spouse ~~~.~~. List issue,where material: Jenny Gregory Helen Oxenford TeBnessee Phl1age Bess Wa'tson . Pa£ricia .Barrett"'....,":.; Did decedent marry"after execution of will?(indicate)~No.Any children born after execution of will?(indicate) m No.If answer yes,name them ;. ,......__.---____.____-----..-_---------------_------------.-..---.-----. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Jenny Gregory Daughter 1/5 residue Sui juris Helen Oxenford Daughter 1/5 residue Sui juris Tennessee Philage Daughter 1/5 residue Sui j,uris Bess Watson -Daughter 1/5 residue Sui juris Patricia Barrett Daughter 1/5 residue 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:~.~~.~. File copy of Notice and date of mailing Ap.X'.il...30 .l9.7.Q ,,.,.",..",. Is estate subject to the filing of a Federal Estate Tax Return?~~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $None . If the Will makes any portion of estate subjeG:t to a life-estate,give name and birth date of life tenant....NQJJ..EL . Give Names and addresses of all unpaid 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 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: .....~,..,-...."4 ",'#"" Total additional "debits (Add)....-..<-J _-- -... It~Tl~_~.a""!y_aqdi~~o!1al credits not shown by account: $_._.._N9.n~. $:~~~.~J.!.~l . Total additional credits (Subtract) '!"-_..."•.;.,--,......'."""'".-None$. Balance for distribution l~~~,~,$J .•.9.~J.•.al . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ... -----:.... ./ 'L .;;..,.....--- t If Family Exemption claimed by Petition,give place of Record:l:'!~.~~. 'f~fvPt;;:;;;tio~~;;dl~ 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: Jenny Gregory Tennessee Phi1age Helen Oxenford Bess ''''atson Patricia Barrett 1/5 residue 1/5 residue 1/5 residue 1/5 residue 1/5 residue COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, -:----~.--:"--:--:-:-:--:-:-::":---:':':'-:-" .~f!lC~~?~..Ik/0!!1:.~.Patricia Barrett .~..~~....~•.........................·ff·=··jenn~Gregoryd .q And your petitioner will ever pray,etc. Office expi res l-..-<L•.&.A..~k'.1...<'!=.'"".••.!?T"19.2ii . being duly s:wo.r.n doth depose and say that the facts set forth in the foregoing petition are true me this..3.0l:h day;;y.;;iAP-!:~::19.:!!._ Signature of Offic~...~ Title'of Officer :.....-:........~.... to the best of th.eir knowledge and belief. ...~~~E~to and subscribed before WANDA CARRINGTON,NOTARY PUBllC CHARLEROI BOROUGH,VlAS:;I;:G!OIl CG~NTY MY COMMISSION EXPIRES AUGUST 19,t912 l " I •'!. -. '-';'.1 t 234 of 1970 AANo... Estate of...Er9xy...K.o.ki...Gx:ggQr.Y-...alkla Proxy 9.E.~g~.~y.D~~~~-;;~d .............._---.. Fiduciary ?~~E.!~.!~~~.~:'?~!:.~. and Jenny Gregory PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,"in conformity with Court.Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A or an attest copy of Wilt .: 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. Woodward and Bassi' Attorney ~2 ~; :~ " ..'<"Vd"OJ NOJ~)N!HSVA\ ,I:'111 J~l (\·S:'1!"'I:').,U'0,rn .:1 ....1 ':!.-.,.;_1 .;J v.:lO {)~Jll:JVrl T13SSrU~ LI ~~id 12 AV~OL I {,~",:J -1 ,'I,',-I~".:..J.....~.J ~•.;l. ~...". l J.u IN THE ORPHANS a COURT OF WASHINGTON COUNTY)PENNSYLVANIA , 9 ,IN RE:ESTATE OF 'PROXY KOKI GREGORY,a/kla PROXY GREGORY . NOTICE NO.234 of 19 70A.A.- 9 You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills'Office in and for the County of Washington,Pennsylvania,,on March 9,1970. You are further notified that final audit of ,said account-will be made on Monday ,__M_8...Y _ ..1§.,19 70)at 1:30 o'cloclt L.M.in the Orphans'Court- room on the third floor of the Washington County Courthouse~ Washington,Pennsylvania,at which time you are entitled to appear and be heard if you so desire. WOODWARD AND BASSI April 30,1970 by lsI Melvin B.Bassi, Attorneys for Estate " ----------- J lu t4t <!tnurt nf <!tlt1tUtU1U illta.s nf lfuslJiugtnn <!tnuUtYf 'tuu.syluuuiuf ODrp4au.s f <!tnm Diuisinu ESTATE OF Proxy Koki Gregory a/k/a Proxy Gregory, deceased. No.234 of 1970 In the matter of the First and Final Account of Patricia Barrett &:Jenny Gregory,Executors ADJUDICATION AND DECREE And now May rZ;1970,this matter came on for hearing, audit and distribution a't this session and testimony aken;'and thereupon,upon due consideration thereof the btance for distribution in.the hands ~f the Ac.countant.is deter~i~ed to be $ J ,923.1 "".and the account IS accordingly confirmed;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 alid made 'a part hereof,unless exceptions hereto be flied sec.reg.or an.appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account,-_ Balance _ Deduct Clerk's Casts &Receipts..s _ Attorney'__-..!.!.W:!o!.Q.!o!.Q.!.!.dw.D.;a5iLr~dY...~&~B!oLIa:L!s;usiLOilo.___ 11,.•50"$1,909.31' 909.31 Tennessee Philage,daughter,1/5 residue, Helen Oxenrord,daughter,1/5 residue, Bess Watson,daughter,1/5 residue, Patricia Barrett,daughter,1/,5 res:ldue, Jenny G~egory,daughter,1/5 residue,minus tran fer inheritance tax ($126.67)and interest due ($18.83)due on individual liability.31.48 116.98 176.98 176.98 176.98 No balance 11.'- )."... .:t: CCCl-tu (~ t--:z: U)z: a~:~0 '<.(.-~'0::::U'- -0 _J ••J I..l.J r.J) 0 ~Z-t\(:J, ~m n·~.9g0r:(1) i (t a 3' 0 ~"0 -t\;+,....(1) +0\ ., ~0"""....::r =(1) ~-~ Sto; ~to;to; t (/)0 <l:--1 0...Z --1 I"-r .:::- ==....C!-..... Ct i UJ ~ .........1 :::>-<d:z::: .t~~e:::;, lA-y-.-.. tat '.' r :." ., I,' j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION and the attorneys are Woodward and Bassi.Mr.Bassi? deceased.The Executrices are Patricia Barrett and Jenny Grggory PROXY KOKI GREGORY,a/k/a . No.234 of 1970 ) ') ) ) ) ) ) ) ) Number 234 of 1970,the estate of Proxy Koki GrE gory, WOODWARD &BASSI,ESQS.,of Charleroi,Pen~a., re:pres enting the Accountants. Monday,May 18,1970,at 1:30 o'clock P.M., EDST.- HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judge of the said Court. BEFORE: Deceased. ESTATE OF IN RE: uiII::III..II::•oDo~THE COURT:..II:::JoU... ItUii:II.o ~PROXY 'GREGORY, ~z Z IIIDo iel!lzXUI~ tiii:..Ul Q APPEARANCES:...ItUQ::l., x5 TIME:' (j in this estate.The assets consisted solely of real estate and the same MR.BASSI:If Your HL.nor please,there are no compli6alliions was sold during the COurse of administration by the Executrices. On behalf of Jenny Gregory,with whom'the decedent lived in her lifetime,and 'who was a daughter of the decedent,a family exemptio claim is herewith made.All outstanding debts have been paid and thEre ,., " The ,audi't or'this acc'ount-is orde:r:ed ,Closed bJ:lhe Is there anyone else in'Courtinterestedi~this ,. are tl6othercqmplicationsbf.which ,Lam aware.,.-.'"...........,.-~."'."'.,....•...-..,' de,cedent's estate?,', THE COURT:" ,THE COURT:' '.;I Court:.'. ('A UDIT CLOSEP). ,. + "..Ii. ...' ,' --~""-"I fI ..,.;_...i." ,' ;1' I. 'L'~. 1-' ":...........' ~t", "~~''''-'''''''_, I " v s:l t;;.;d;!.1I,)hf,}OU:~OlJt..r.fl~·':;;''j"~l ,1!)~"fi ~'i~. \:<-,".,"t..• .;', .~.'~~l"c fi.t 00;8 ;l~r~-d<":~h;i<ij .!ti:~i?J:~.:'JOC~:riG~l")9J~aJ.~ '. .'\·~tMJf'~~tr.n~,h~~~~.f;..,.", .' :1 .. ,\ ,I' I'......' f .l ;!:lIHV,!t,j.e:()j~'_G~:.,!Jfj.t0 {:~·ji1lJ:,.q:H>zt<lj )(~,jr:p.£lS <:;.11:' ,:hth,') .' ,' ., I • .J6~~~j..i~·tlit~.,'J.~,C...'u.-l~.l:I··t,. " , i..~. ~:..~ .. ",,-,,')~~~',J>_........:..,........"c.~~_~:..:l~;..7'.....'.....,,-,. ~'?i";).t:'i :;\(~~~:-}i5;';"'1:1:n.:~.J •i' 0''. .:, "i-'j d!~"';:'i;~>$.~: '. ,~.... ,,1 -......- -..,.. .)', ;\.' .'(' .,:1:. ......._...,.........,..:: ..~.-' ,''';' .,''j ..I.'. '~.' .,-,,;,.-....-., ".-"",," \ - Form RCC-33 R,ESJDENT DECEDENT /30 lfP J I'tI COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON IMPORTANT:This return mus t 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_Inlll:!ritllnce_lln!i.E~tllte.TB,J(A.ct of lQ!il.) 'I//~~ ~/'pr?~.y......~o~.~...~~~.;.;:...;l.~~.~~~;;;~g.~~~.?.:.'l};::::;::F (State full name of decedent) Late,of VJa~l1~ng.t.<>.~County ll1IJD'H:RI'IIa1IK:.:.~-.p~~::~~~:~~:~====}~, ..R~.~..~.~.9..~.~.....~~.~.~.~.~.~.....~.J:}4.......J..~J:!!!.Y.....G...;:.~,gQ.~y XI'iM1mJI.Ki1riit of the estate of the above-named decedent being duly sworn,depose ...............Eueutoas and say -N~me and address of attorney or}' other authorized representative to. whom all correspondence should be mailed, wO?~~~~.~~J?~~~~~~,.A~~.~EJ?~.Y..~~~.~~~. . 701 McKeanAvenue ,CharleroL,...Pennsylvania ..Th··t'.'.h executors d·'t'f '1''th th if'f 'd t t d th rtaassuceponenISaml!ar WI e a aIrs 0 sal es a e an e prope y con- (1·;x"cutor·Admini.lrl\tor) stituting the assets t~ereof 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;~ ... INSTITUTION ..THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINTNAMEANDADDRESSOFBANKOROTHER IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DEC~DENT None --.. .' That the contents of·said safe deposit box or boxes are itemized under Schedules of this---return,with the exception oftpe following,for the reasons hereinafter set forth: That Sc.hedule A attB,ched l1ereto and made part hereof sets forth full v and in'detail all the real property in the Commonwe~thofPennsylvania 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·mortgB,gee,date,rate of interest,and.book and page of record thereof.It also,sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giv;ing 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 Uni ted St.ates,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 bydecedent,together with the fairly estimated market value thereof;all bond!';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 payB,ble to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death,with the market value thereof at such time. >• In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities 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 maybe 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 transfe~ee 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 decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all' persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to 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,address and relationship,if,any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth f.Ully 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 Impaid 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 Summary. Subscribed and sworn to before me this . ................;.l2..t..h day of Feb.ru.ary 19..1.0 . ~ijf.ari1>iiJjAiB!:.1~.'~~6~~~"11C"~Rl£l\ij\SORO~~~·IRt~~~UG~Sl 19,1912IDf,\\\l\1\SSIOtt LM" ..v »~~.. ??.?.G..!'.9.y.q.9.~g2.~g -.-.. (Street Number)~?~.~~..~.~.~.~..~~.~.!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 th~ 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. Rcc-a4 (l~64) C,OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE.uA'~ 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 loc:ated 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 spoc:e) ALL that certain lot or parcel of ground situate in the Borough of Charleroi,Wash- ington County,Pennsylvania,being a part of Lot No.62,Section A,in the General Plan of said Borough,recorded in the Recorder's Office in and for Washington County,Pennsylvania,at Plan Book Vol.1, pages 178-179,known and described as Lot "N"in a subdivision of Lot No.62 afore- said,lying between First and Second Streets,fronting on Lookout Avenue 40 feet and extending back 85 feet to a 10-feet wide alley,more particularly described as J follows:IJIV'P- BEGINNING at a point on Lookout Avenue, 130 feet distant Southerly from the North- east corner of Lot No.64,Section A,on the front line of Lot No.62,Section A; thence Southerly along the Easterly side of Lookout Avenue 40 feet;thence parallel with Second Street in a Westerly direction 85 feet to a point on the Easterly side of a 10=foot wide alley;thence parallel with Lookout Avenue Northerly 40 feet along said 'JS7tJ,t'(!) alley;thence Easterly parallel with Second Street 85 feet to the place of beginning. Having erected the~e~a frame dwelling known as 111 Lookout Avenue,Charleroi, Pennsylvania (Deed Book Vol.656,page 89) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return.$5,000.00 •RCC-35 , ,'COMMONWEALTH 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 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 or 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 MARKET VALUE (Do not write in this space) None Insert this total opposite "Personal Property",Schedule "B"in X X None the "As Reported"column on the last page of this return., cmmON'\'K\LTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TR.ANSFERS (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)no (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)no (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 heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (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)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 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)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 None 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.None Rce-S8,!I • COMMONWEALTH OP PENNSYLVANIA TRANSFER INHERITANCE 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 "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name IUnit percentage Estate Address and Relationship of Co-Owners,and Place 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 Savings Savings name of Gregory account at Charleroi Federal and Loan Association in Proxy Gregory or Jenny $23,935.45 One-half 11,967.~2 11 c c..-7"/A7 oS-/24- /,J-~-&7 Savings account at Mellon National Bank and Trust Company (Charleroi office)in name of Proxy Gregory or Jenny Gregory $12,667.76 One-half 6,333.~8 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.$i:8~=,~3::t:Ot:llt:.=§l!iO!:-=--..J ~,33'S.eft!' ,. •j ... RCC-37 (12-63) Ct.nDIl1:'\\\"E:\I.Tl!OF I'E:'\:'\SYYl:\NIA TlL\NSFER 1:'\IIEHlTA!'il'E TAX RESIDENT DEl'I-:DI-::'\T SCHEDULE "D" BENEFICIARIES ,- BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are,involved,set.STATE YES IN ESTATE wise,in estate)forth this,fact.)OR NO BIRTH 0 Jennv GregOrV n~11C7ht'PT Vpr.:.~l1i illTi r.:.1/5 residue -~25,C~~l~onT\T~~a~n?b-.... > Daughter 1/5rn,~""..,"ph;1 AC7P Yes Sui juris residue ~~~~1N~;f P~~r ~treet...""......r",...~r""?...",,n,"J "'Daughter :;.;'If,".ll$fresidueHelenOxenford-~,,,'(''':''?~r.,_.•,.·....ye·s .Suiiuris .~;,,'r! ~~~B.:thdd~f~~xT\T~!r~et - J , Daughter 1/5BessWatsonYesSuijuris residue ~;,~.16?/'r1~,~t~~fe~Road Bridgeton.New Jers:!/ Patricia Barrett Daughter Yes Sui juris 1/5 residueLLJ,t;royaon Koaa ~k "t1"P r T\TP't.1 V nT' ..I ..'.._.c;.,.'.• " ~I - \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None .. SUMMARY Real Property .(Sch."A") Personal Property (Sch."B") Transfers (Sch."e") J C:>~J:l1:~Y~()WJ:l~c:1 ..PJ::()P.~.~.t:y.....(SG.h..,.'.'E'.'). Gross Taxable Estate .. (1) (As Reported) $.....5,000 •.00 .. $.........1':{C:>J:l~ $ ......~.()J:l ~.' $1.8.,3.0.1.60 .. $ . $2.3.,301.•60.. (2) (As Determined) $s:600,00 $ $.... $#..G/~3~..f'J $.................•(f,f $1(0:3...:3 3- ,",~ .....o.c.s(5u .,.4 8cU~ keu.cu ~q ..c: bO~QI-;t<:) l:t::l Form RC C,10 ",./.•' OFFICE OF THE••REGISTER OF WILLS OF _W_a_s_h_i_n....,s.....t_o_n__COUNTY AND AGENT OF THE COMMONWEALTH ,J=,~~ STATEMEN;/OF DEBTS AND D,f'6UCTIONS DEDUCTIONS ALLOWED IN j THE SUM OF $.. DATE APPROVED .....•.. Regi,ter of Wills,Age"t. ',\",J~..'P __~''''Koki Gregory,'Borough of CharleroiESTATE(..',.'....V~j'LATE OF,a/k,a Proxy Gregory DI\TE OF FILING APPRAISEMENT OATIi OF DEATH September 9.1966 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 1966 Dr.Carson Three hOme visits 30 00 Newcomb Hospital Hospital bill 124 43 Dr.Frank Procara Medical expense 55 00 Dr.Carson Medical expense 52 60 Newcomb Hospital 1 Dt.unJ1eplaced blood 'iIi Inn Newcomb Hospital Inpatient initial cost 40 00 Dr.Harry Caplan.Medical expense 40 00 Dr.Murray Fenickel Medical expense 14 95 Dr.Shapiro Medical expense 4 20 Dr.Marvin Solomon Medical expense 5 158 Harold Schrock Funeral expenses 1,458 33 Belle Vernon Cemetery Cutting date on marker 12 00 Firemen's Insure.nce Co.Premium on real estate 22'00-- W.Ross Allen l~OO scnOOl ana Dorougn 156 77taxes 1967 ~ounty tax collector 1966 county taxes 34 18 w.Ross Allen 19b7 SChool and borough ...."'I,....t.A.YPQ County tax collector 1967 county taxes _..... 1968 w.Ross Allen 1.9b~SchOOl and borough 1LL ~'ll_ County tax collector 1968 county taxes "2""InL 1969 Tri-Rea1ty Real ~~tat~1commission on 250 DOIRale,.AA Marshall's Plumbing Repairing e:as line 201 55 - John D.Woodward,Recorder 1%Pa.transfer tax 50 bo Woodward and Bassi Preparation of deed 20 00 Wanda Carrington Notarizations 10 00 Josephine Douglas,Register Probate of will 12 bo Washington County Reports Legal advertisement 12 ~O COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEST OF MY kNOWL.EDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENse OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONIO FOR INHERITANCE TAX PURPOSES. -(L.S.l SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP' "'-- Form RC C ·10 r\...,..;~., OFFICE OF THE REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWIiALTH ESTATE OFJljOXY:Koki Gregor3l:,.a kla Proxy Gregory DEDUCTIONS ALLOW3f'J.. '"'SUM 0'•.•..........i/14{t APPROVED .." .?;/~'l'.... L.ATE OF _ DATE OF FILING APPRAISEMENT DATS OF DEATH _ DATE 1969 NO.OF VOUCH"1Il NAM&:OF PAYEE Valley Independent Woodward and Bassi REMARKS Legal advertisement Attornevs'fee AMOUNT 10 00 250 00 Filing first &final acct.,Russell Marino _Re2ister"4 ~• ..eo;',??Inn ,V ---1---I----+------------+-------------/---t-- I........,I.n COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington S8: We,patricia Barrett and Jenny Gregory HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEp,TS1 FUNERAL EXPENSES AND EXPEN8U 0.- ADMINISTRATION SUBMITTED TO THE ESTATE OF Proxy Koki Gre2orv.8tk a DECEASED,AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.Proxy Gregory -p-..IJ-._-~'_-;;,------.~-::;; v""f1-nt/L,A?'J 1l?1~(L.5.1 SWORN AND SUBSCRIBED BEFORE ME THIS ~:hAV";.1'1ltrIc1a llarrett~;::~AL'l~d~,/~~(SEAL)Notary Pul)e 7fJenn§Gregory U WANDA CARRINGTON,NOTARY PUBliC CHARLEROI BOROUGH,WA~i:1N5TO!l COUNTY MY COMMISSION EXPIRES AUGUST 19,1912 FOil -0"•.,'f l···'t...-...; ~70NAR 9 PH '+/3 RUSSE LL 14A~1 f N0 REGiSTEH OF WilLS WASHINGTON CO.•PA. ." GREGORY,PROXY KOKI DIED SEF'TEMBER 9,1966 \ ); ./..~.-/"., I '(. / c'.~; ! . .I I 1 •to RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT PATRICIA BARRETT &JENNY GREGORY (Executor o~~~ IN YOUR REPLY PLEA•• REFER TO 37-67-7 j l In Re:Estate of ~P~R.O~XY;.::;...;K~O~K~I~G:.::REGO=::,;;R::..::Y;....._ _____..:.W:.:.;AS=m:;;.:N.:.;;G::..;:T;.;::a:::.:.~County -FHe No.9480-194 You are hereby notified that the origiaa1 appraisement in the estate of Pr02iY Koki GreBfry has been filed in the office of the Register of Wills Qf Was-ngton County on September 9 19 6Q.Said appraisement reflects the follOWing valuations: Real Estate _...,;..5~.~O;:;.;;O;.;:O;.:.•.:;:;O,:;;.O _ Personal Property _ Transfers _ Total .......---5~,J_l,O'-loOO~•.,l,;Q~O--- As to such tax that is paid within three death,a five (5~)percent discount is allowable. remains unpaid after one year from date of deatn, of six (6~)percent per annum is char~ed. months from date of As to any tax that interest at the rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __~}1;:ar:..:c:::.i;h~1~9""",...1:l:..9,,,,7..:.:0:...-_siQn.llJp d~~'?n~e Title vi.R.CHANEY,C1U~APPRAISER DATE OF DEATH:September 9,1966 Note:This is not a bill. ..,RCC-3~(5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of GREGORY, (Last Name) PROXY (First Name) KOKI (Initial) DATE OF DEATH_(9t"9.:66 __FILE NO.9480-194 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of.Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","8","C",and "E". Dated:-=oL..3--=1~9!....-_L7~0---- 09-09-66 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule-A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REAPPRAISED $-------+-- COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $-+__12%\ hxoo$~ Tax on $5% Tax on $10% Tax on $15% ~e~tioos * Total Estate -I-__ TOTAL TAX $--------1--- $--------1--- $--------1--- $--------1--- $--------1--- $L-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::~t==== BALANCE OF INHERITANCE TAX DUE $± Add interest at rate of 6%from _____to $----- AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $--Il- BALANCE DUE $-----~I ___ Add interest at rate of 6%from t= ------Ito-----$---------l' TOTAL TAX BALANCE $------~PAID $-1 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 f No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..PROXJ ..I\:OKJ:.G.I1.:F,(}()f~Y. Deceased Late of . County of ..CHJ\ELEROJ .. )fJi$HINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ I Fonn RCC-2 DEPARTMENT OF REVENUE BUREA!!OF COUNTY COLLECTIONS • HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........}~~~.~...~9.~...~?79....... COUNTY y!~~~.~~~.?.~. •FILE NO...9.4.?.Q::!9.4 . Whe e Proxy Koki Gregor'T late of Cb~.rl eroJ .r as,,J .. I in the County of ...............................w.a.:.~.ffiD.g.t~.qn .................................................................Commonwealth of Pennsylvania,having died on! I the ..............................................9....t..b...................................day of ..................?.~pt..~mp..~r..............................19.99.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ~Therefore,I,.......................................W.~.R.~......G.h9.Jl~Y........................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: See copy of Schedule IIAII attached to appraisement 5,000 00 JT.HELD: See copy of S~he(hlle IIE"attached to anprais 8ment 6.333 88 I Tot",!l 11,333 88 I I Having been duly sworn acco~~o law,I do he~i~e above appraisement is made in c~-I fOrIDity with law on this .;:.....day of.........~...~.19 9 I I~~L.....~;e ralser ?2J~2;J~.~='J "..... Penna.I................................, ------------_.. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PRQXY KOlO:.Q~qJJL.... Deceased. Late of CHARLEROI Date of Death,$.~.t.§!ll:p..~X 9.,+..9..9..9 . AppraisemcI!t Docket Vol.,..37 . Page,67~7.No..94.$Q~1.9.4 . Filed in Register's Office,...J1~.Gh l9.J9 7'O. A1noUnt of tax due,?J ...................................................................• DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.!lt Appraisement, Appeal f1'om Appraisement,. Entered and charged,. " .... I Form RCC-2 December 10,969.. COMMONWEALTH OF PENNSYLVANIA DATE ........................................................................................................... "DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTONCOUNTY I BUREAU OF COUNTY COLLECTIONS .......................,.......................................................................... HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•............~.~.~..~.::::.~..~.~............................................ Whereas,.........................P..RQA.x.....G.RE..G.QR:¥.......................................................................late of ........................................9..HA~.~.~.~.9..J................................. in the County of ......................W.A.~.ff.P~.9..T.9.N.........................................................................Commonwealth of Pennsylvania,having died on the .....................................~.ttL ............................................day of ..............§.~.p.~..~.~?.~.~..........................66 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w.R.CHANEY appraiser duly appointed according to law,.......................................................................................................................................,an 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 AppraisementDescriptionofAsset,,,Made for InheritanceValuesTaxPurposes JT.HELD PERS.:$ JT.SAVe ACCT.#12240 held in the CHARLEROI FEDERAL SAVINGS &LOAN ASSN.,CHARLEROI,PA.,ln the names of Opened 12':'26-62.iJENNIEGREGORYorPROXYGHEGORY.I I $23.935.45 IBal.as of date of death. One-half taxable 11.96"73 '. , i ,. Having been duly sworn according to law,I do hereby certify that the above appraisement is made in 6~n- formity with law on this ...................19.~.1t.................day Of~~.;:=. .................................................................................................................................................................... (~\¥~~T\)N Penna.............................................................................................................................,............., (Post Ofllee) t 'J i ....WASHING.TON . \i i County \' ".J \t " RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PROXY GREGORY Deceased. Late of CHARLEROI Date of Death,Se.p.t .9.,.l9.6.6 . Appraisemellt Docket Vol.,~..!... Page,?.?.:.!..No ?.~.~~:::.~..~.~. Filed in Register's Ofjice,:t....?::::.1.:.9.19 69 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement,,. Appeal jyom Appraisement,_ . Entered and charged,. ~-\i."..1'-"""•I .,,t··1-'t J..t!ic_f~:;· ,170 r1AY 21 Pt14 17 RUSSELL Mi\RINO REGISTER OF WILLS WASHiNGTON CO.,PA.