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Home My WebLink AboutOC1970-0394 - ESTATE OF BERKLEY;r------..---._--------- fV~::'<tt{~1)..-PETITION SUR AUDIT~"~THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j E f Jane A.Berkleystate0.•.......•..................................................-....-.-..-..-...- Deceased No ?.?.~..?.~.}~?.~_ . Fiduciary J!;i.J;J;~~gIgb..~~.t:j,..QJl~.t..~.1lK~. Executor g~~:d~~t's death.!:.~.:.~~~.~~.???: __g~:~t o~f Le!tters ~?~~~..~~!~?~~. This is.the X.~.J:.~.~~E:~..X.:!_.r:.~.~~.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term...........•........................ ...............NQn~..F.:~J.~f!. Election to take Not applicable Date Election Place of; Under or Against will.(cross out one)Filed _Record -. Name of surviving spouse J?':~.':.~.':.I)..~..Y!.~.E}~..~~~~~_•........................................:_ _..__.___ . List issue,where material: Did decedent marry after execution of will?(indicate)~~o.)Any children born after execution of will?(indicate) Ye~(No)If answer yes,name them ~__. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Mrs.Eugene Tonnesen Mrs.Grace Gessner Niece Aunt Personal effects,household goods and one-half Residue Household goods and one-half Residue List,if exceptions to above: No Exceptions 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 t""·"No'Excep.tionsanyexcepIongivecause,. Fi Ie copy of Notice and date of mailing :!.~.r:-.~.~.r:X ??~..J~.?L . Is estate subject to the filing of a Federal Estate Tax Return?..J~R . Actual payment made on Pennsylvania Transfer Inheritance'Tax_Amount $.5.•.QQQ QQ..p-!:!id:.Qo..as;;s;;.QJ.1:o..t o:o... May 19,1970,less prompt payment discount If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ~.<?~. ...~p.p.~~~~?~~~. 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 ""-..; -~-;--'\'~ <! "t,J d --;:1 -0:::;;:, ,',.) :~ -.r:::""":""'\;:G1 :xl (J)oC: ::=en ~~~ :Z >-4 rn :.~~~~~~~~ t:=)Cy Z ~-1 -.-=" o ._::~._C)~~.,'- ~r-:i:: -0 r-{':'l ......,»--(r}'W. Give reference to such parts of the will as require interpretation by the Court;a r"eference to air-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 addition91 debits not shown by account: 2/26/71 Interest;on redemption of $16,000.00 General 'Motors Acceptance Corp.Short Term Loan $116.95 2/26/71 Interest~on redemption of $10,000.0Q._G.enera1 Motors Acceptance Corp.Short Term Loan 66.10 $.~9.9.~Q.•.?R __. Total additional debits (Add) Itemize any additional credits not shown by account: $..,183.05.~---~------.-_. ,-, Internal Revenue.Service -Federal Income Tax for year 1970I'Pittsq~rgh Nation~l Bank -Compensation Norma Jean Pees -Notary Fee to this Petition $566.84 10.98 .75 Total additional credits (Subtract)$?1~.~?Z.._.__. Balance for distribution $.~9.-'.gJ?.•.Q~_.._._ 110.00 $34,417.04 708.00 1,000.00 If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for Distribution consists of: Cash Advance Distributions Mrs.Eugene Tonnesen~Dishes,Linens,Jewelry, under terms of Item Second of Will Mrs.Eugene Tonnesen and Mrs.Grace Gessner- Household goods under terms of Item Second of Will Mrs.Eugene Tonnesen-Chevrolet Inpa1a Coupe in kind $36,235.04 • 1Ju tqt (@rpquus~Q!nurt nf JIIIusqtugtnu Q!nuutl1 In the matter of the Audit of Account in Estate of J_A_N_E_A_._B_E_R_K_L_E_y l TO THE AUDITING JUDGE: 394 of 70No.,--_"19__,A.A. Enter o_u_r appearance for Accountant of the above entitled matter. PATRONO,CEISLER,EDWARDS &PETTIT BY:¥J~ 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. ,19~ No.394 ,of ,19~,A.A. In re Audit of Account in Estate of JANE A.BERKLEY AUDIT 'rarripr fnr _i\ppraraurr FOR ~-,--...J ~r=;;::0 v ..t:.s:;)'--:0>....::x:-(n ""T.:l j-(ll en =::0 7"~;~~c::~,),I ....J 0 c r:.J-----,-:.-'.--0 ~ 0 -..;;c'-,-.~,;iO'-'---,.:::;;u r-~.:....»cnO (...-" -1:::fi~~t"rn~ ~2 ,,1 ••_.....--j 1,JANE A.BERKLEY,of Califol"n1e.Borough.Washingt"1 County,Fennsylvania,be~ng of Bound mind 8n<1 niemory do maJ:e, pUblloh and declare this my Last Will and Testament,hereby revoking and declaring null and void any and all Wille and Codlcl1~ by be at any time heretofore made. FI RJH.: debts and funeral nl y de cease. 1 direct Ti'Y Executor to pay all of Tny just expenses,as aoon as conveniently ~ay be,aft9r §ECOND:I give snd bequeath all ~y jewelry,clothing, dishes,linens,and other purely personal effects tor my late husband's niece,~RS.EUGENE TONNESEN.I give and bequeath all rny :houaehold goods to MRS.EUGENE TONNESEN and my aunt,MRS~GRACE GESSNER. THIRD:All the rest,residue and remainder of I:'y estate,of whatsoever type or nature,real,personal or mixed. and wheresoever situate,I give,deviaeand bequeath to my aunt, ~rs.Grace Gessner,of Harrison Aveo~e,Jeannette,FennoylvaniB, and to "y late husband's niece,Mrs.Eugene Tonnesen,of 65 Porker Street,Manahawkin,New Jersey,in equal sharea,provided.however, that In the even~my aunt,Mrs.Grace Ge6sner,should predecease we.then 1 give,devise ~nd bequeath all the rest,residue and re~ainder of "y estate to ~y late husband'6 niece,Mr~.EUisne Tonnesen,to be hers solely and abs::l1.utely.In the event both l'y aunt,Mrs.Grace Gessner,Bod ~y late husband's niec.~Mrs.Eugeno Tonnesen,should both predecease ~e,then I give,devise and beq~3ath all of n,y said estate to the then living issue of my late husband'. niece,~~a.Eugene Tonnesen,per stirpes. lQY1crli:In addition to the powers conferred by law. ,Il'y Executor shall have the following disoretionary powers: A.To retain as part of my estate any property received hereunder,without any duty of diversification,and whioh .shall specifically include any stock which 1 rr,ay own atniY'-o'eath' in PITTSBURGH NATIONAL BANK., B.To invest and reinvest the principal of ~y estate in stocks,bonds,n,ortgages,securities or otherp_:t*0perty, real or personal,without being limited to the classes of securities or investments in which fiduciarlsG are by law authorized to invest funds • ... C.To lSoll,exchange,lease,encun.ber.optio:1 OJ' otherwisG dispose oiall or any portion of my estate.real or personal,in suoh manner and upon such terms and conditions as .hall ,\ ..":'. sl Jane A.Berkley Jane A.Berhley (SE AI.) ..• be deemed advisable,and to make,execute and deliver deeds, mortgages,leases,assignmonts and other documents necessary to effectuate ~ny powers herein granted and which shall specifically include the authority to grant leases extending beyond the period authorized by law, j. .,,' l . "~" D.To make distribution of my estate in kind,in cash,or partly in kind and partly in oash and to this end, allocation of assets in ~ind shall be in the sole discretion of ~my Executor.Assets distributed in kind in sati8f~ction of any <pecuniary distribution under the terms of this Will"shall be .;~lstributed at their values on the date br dates of distribution. ,,," ...........~,',',·>.DFTH:I direct my Ex.ecutor to payout of the ~.., ···...~:principal of my residuary estate all Federal Estate,State Inheritance,Estate and Succession Taxes imposed upon or with respect to rry estate or any property in which 1 ~ay have an Inter0st. including any property not forming a part of rry testamentary estate but included 1n my gross estate for tax purposes,except any property over which I have a taxable power of appointment in the event it shall be held that I have not exercised such rower of appointment in this Will,at sucb times and in such manner ao my Executor in his sole discretion shall deem advisable,and no such taxes or any portion thereof 80 paid shall be collected from 'or paid by any other person,persons,or corporations by way of reimbursement.proration,apportionroent or otherwise. jIXTH:I name,constitute and appoint the PITTSBURGH NATIONAL BANK as Executor of this my Last Will and Testarrent. SEVENTH:I appoint PITTSBURGH NATIONAL BANK as Guardian of any property which passes to a minor and with ~espect to which I am authorized to appoint a Guardian and have not otherwise specifically done so,granting it in this capacity the power to agree to any distribution of the said property that it deerrs advisable;the power to retain any property,real or personal.received by it in kind and the powei and authority to•sell the sarle upon such terr:.s and conditions as it believes advisable,giving good title to any real estate thus sold;and the power and authority to invest in such stocl(s,bonds and/or other investments it deems advisable,without being limited to those investments in which guardians are by law required to invest minors'funds;and the pow~r and authority t~~isburse t?or for the benefit of the minor-wards so ~uch of the income and the prin- cipal of the minor's shaie of the said property as it,in its sole _s_/;,.-._J_a_n_e_A_"_B_e_r_k_l_e_y <SE At ) Jane A.Ber~ley :,-, ~......• .... ", -:,:',discretion,deems advisable for the minor's comfort,maintenance, support and complete ~ducation,including preparatory,college and post graduate or professional training,and to aid the minor :in the event of any illness,injury or other emergency affecting the ~inor wards wherein money is needed,Any disburseuents...... 'hereinabove authorized may'be made to the parent,guardian or such other person as may have custody of the person of that minor at the tin1e such paYitents are made,without liability on the part of PITTSBURGH NATIONAL BANK to see the application of s~id payruents by the payee,and the receipt of any such person shall be a full acquittance of PITTSBURGH NATIONAL BANK as to any amount so paid; IN WITNESS WHEREOF,I,JANE A.BERKLEY,hereunto set 'my hand and seal to this my Last Will and Testaruent,on this.a'i ,4 day Of,@~,1,f,68. sf Jane A,Ber~ley,__~,.__~'-_~",', (SE AL ) Jane A.Berkley Signed,sealed,pUblished and declared by the above named Test~trix,JANE A.BERKL~Y,as and for her Last Will and ,Testament,in the presence of us,who at her request,and in her presence and the presence 'of each dther have hereunto subscribed our names as witnesses. Address '..' 1.{)':2 lv"rri'~~)~~j 6· Address 2).~1t~L.,;.1 ~'vJP.j 6.,.. Address ,.,.,, .->-,' ,J of all real and personal estate oL JlUle..A....Berkl.e.y.,deceased, late .of..~JJ GJ;.~~!L Street.,·City :Ward ...............<;.?~g.9.~.~~~Borough Township,Pennsylvania. PERSONAL ESTATE SCR.fEDULE United States Savings Bonds Series liE" Issued as follows: $25.00 November,1944 50.00 December,1944 225.00 May,1945 100.00 June,1945 100.00 July,1945 100.00 November,1945 25.00 February,1946 25.00 December,1946 25.00 September,1947 1,200.00 February,1949 25.00 April,1949 25.00 January,1950 25.00 November,1950 50.00 January,1951 25.00 August,1951 500.00 November,1951 25.00 May,1952 ' 25.00 March,1953 25.00 December,1953 25.00 September,1954 100.00 November:1954 25.00 July,1955 1,500.00 August,1955 25.00 April,1956 25.00 February,1957 25.00 November,1957 25.00 August,1958 25.00 June,1959 25.00 March,1960 25.00 December,1960 25.00 October,1961 25.00 May,1963 500.00 July,1963 25.00 February,1964 25.00 July,1962 Pittsburgh National Ba~~- Certificates of Deposits Nos.30829 and 30830 Dated 8/29/68 and due 8/29/70 with 5%interest Certificate of Deposit No.30777,Dated 5/9/68 and due 5/9/70 with 5%interest Certificate of Deposit No.30832,Dated 9/16/68 and due 9/16/70 with 5%interest Certificate of Deposit No.3129 ,Dated 11/25/69 and due 11/25/70 with 5%interest $41.79 83.92 369.90 165.12 165.12 161.80 1-}0.99 39.69 39.05 l,787.0lt· 37.23 37.00 35.44 71.24 35.00 684.60 34.26 33.02 32.61 31.39 125.76 31.00 1,860.00 30.38 30.42 29.93 28.98 28.l:·4 27.35 26.90 25.97 24.04 481.80 23.59 25.47 2,000.00 1,000.00 9,000.00 "! "1, ,j Ii 1 :1" Jane A.Berkley Western Pennsylvania National Bank Certificate of Deposits No.95819 and 95820,Dated 6/3/68 and due 6/3/70 \vith 5%interest Certificate of Deposit No.110540,nated 11/25/69, and due 11/25/70 with 5%interest Pittsburgh National Bank,California Office Checking Account No.3-646173 Savings Account No.8881 Western Pennsylvania National Bank,California Office Savings Account No.734 Checking Account No.072-501-528 Cash found in Safe Deposit Box Cash found in Apartment Metropolitan Life Insurance Company Proceeds from policy No.513510746 on the life of decedent Household Goods (As per appraisal on file with executor) Dishes (As per appraisal on file with executor) Linens (As per appraisal on file with e:cecutor) Jewelry (As per appraisal on file with executor) 1966 Chevrolet Impala Coupe,Title #A177l0605 (As per appraisal on file with executor) Nationwide Mutual Fire Insurance Company Refund of Unearned premium on Homeowners Policy No.54MP-846-097 Treasurer of the United Stat~s Unpaid Social Security Benefits due decedent Page 2 $2,000.00 9,000.00 ,408.25 6,523.63 5,689.25 419.53 20.00 104.48 688.60 708.00 35.00 20.00 55.00 1,000.00 13.00 29.20 $46,440.18 ,1 1I 1j j j 1 I Ii1 t 1 j I1I 1 Jj I ·J •I ) \ .•,r'~.-" NONE NONE REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA B'rATE OF PENNSYLVANIA l 88.: COUNTY OF ALLEGHENY ~ t'lI II I fI ! in and for say that PITTSBURGH NATIONAL BANK is the Executor o~~ deceased, inventory and appraisement of the real PITTSBURGH NATIONAL BANK of the estate of _Jane A.Ber~.ey that the foregoing schedules constitute a complete and personal estate of ~~~~J~a~n~e~_~~~'~h~~p~r~k~l~o._N~~~~~~~~~~~~~~~~~~~~~ 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 iterns as of the date of the decedent's death. Sworn and subscribed before me ) this day of 19__) ) -------------)Notary Public Personally before me,the undersigned authority,a Notary Public sRid County and State,appeared Chas.E.Enlo,.,a Assistant Vice President ____________~----~P~it~t~s~b~u~r~NationalBame who,being duly sworn according to law,depose and .I .', oZ .. &{, ~ P.EG!STER 0 i~WILL S WASHINGTON CO.•PA. TR-2 REV..9-62 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JANE A.BERKLEY,DECEASED FIRST AND FINAL ACCOUNT OF PllTSBURGH NRTIONRL BRNH EXECUTOR NO.80808-8 PITTSBURGH,PA.JANUARY 18,1971 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 3 and 4 $46,695 18 V Disbursements Pages 5 and 6 11.876 24 j Balance ~34,818 94 1I SCHEDULE B INCOME -PERSONALTY Receipts Page 7 $1,927 25 ~. Disbursements Page 7 115 63 /; Balance 1,811 62 NET BALANCE $36,630 56 v j I ",,>! '. . ... JANE A.BERKLEY ¥*'"3 TR-ZA REV....Z ITHEBALANCECONSISTSOFTHEFOLLOWING: PRINCIPAL -PERSONALTY Bonds General Motors Acceptance Corp. Short-Term Loan $16,000 00 General Motors Acceptance Corp. Short-Term Loan 10,000 00 Miscellaneous Household goods,dishes,linens,Ijewelryandautomobile Delivered to legatees $See Exhibit No.1,page 8 1.818 00 27,818 00 Cash 7,000 94 $134,818 94 INCOME -PERSONALTY I , Cash \ 1.811 62 ~36,630156 i I II I I II I "'"2- --------------------------------------------, JANE A.BERKLEY --TR.2A REV....2 SCHEDULE A PRINCIPAL -PERSONALTY I 11970 I Nov.20 RECEIPTS Inventory filed $46,440 18 Assets Purchased General Motors Acceptance Corp.Short-Term Loans,as follows: 1/22/70 -$10,000 $ 7/21/70 -16,000 1/4/71 -16,000 1/8/71 -10,000 10,000 00 16,000 00 16,000 00 10.000 00 $52,000 00 Cash disbursed to purchase above assets 52.000 00 o 00 o 00 o 00 I o 00 Sale and Conversion of Assets without Gain or Loss 20 Proceeds redemption $5,025 Bonds United States Savings Series E issued 11/1/44 to 7/1/62 $6,726.24 Carrying value 6,726.24 $ Proceeds redemption $1,000 Pittsburgh National Bank Certificate of Deposit 5% due 5/9/70,at 100 1,000.00 Carrying value 1,000.00 20 Proceeds withdrawal in full savings account #734 at Western Pennsylvania National Bank,California Office 5,689.25 Carrying value 5,689.25 1970 May 19 June 3 Proceeds redemption $2,000 Western Penn- sylvania National Bank Certificate of Deposit 5%due 6/3/70,at 100.2,000.00 Carrying value 2,000.00 July 3 Proceeds withdrawal in full savings account #8881 at Pittsburgh National ~ Bank 6,523.63 ,/Carrying value 6,523.63 o 00 o 00 $Amounts forwarded Proceeds sale $10,000 General Motors Acceptance Corp.Short-Term Loan at 100 10,000.00 Carrying value ~10~,0.:,..0.:,..0.:....:....;0:....;0;.1I 0.,..0.:...0:..;r -+-_ o 00 $46,440 18 21 JANE A.BERKLEY • Sept.16 1970 Aug.29 TR.2A REV....2 o 00 o 00 o 00 o 00$Amounts forwarded Proceeds redemption $2,000 Pittsburgh National Bank Certificate of De~osit 5% due 8/29/70,at 100 ~2,000.00 Carrying value 2,000.00 Proceeds redemption $1,000 Pittsburgh National Bank Certificate of Deposit 5% due 9/16/70,at 100 1,000.00 Carrying value 1,000.00 4 Proceeds redemption $9,000 Pittsburgh National Bank Certificate of Deposit 5% due 11/25/70,at 100 9,000.00 Carrying value 9,000.00 Dec. 9,000.00 9,000.00 4 Proceeds redemption $9,000 Western Pennsyl- vania National Bank Certificate of Deposit 5%due 12/25/70,at100. Carrying value o 00 Treasurer of the United States - Social Security lump-sum death benefit 30 1970 July 16 Proceeds sale $16,000 General Acceptance Corp.Short-Term at 100 Carrying value Miscellaneous Motors Loan 16,000.00 16,000.00 0/00 oioo \II 255 00 $46,695 18 Il==~ -4- ~ ... JANE A.BERKLEY TR.2A REV....2 IDISBURSEMENTS Administrative Expenses 1970 Apr.16 Russell Marino,Register of Wills - Letters testamentary and 4 short certificates $15 5016WashingtonRecordCo.-Advertising letters testamentary 14 00 16 Donna Lee Rockwell - Fee as witness to will f 10 00 17 Commonwealth of Pennsylvania - 3 certificates of death of Calvin W. Berkley 3 00 I 29 A.T.King Appraising jewelry 3 00 , 29 Martin R.Hallam -IAppraisinghouseholdgoods2000 I May 5 Russell Marino,Register of Wills - 3 short certificates 3 00 15 Russell Marino,Register of Wills - 2 short certificates 2 00 I June 3 Russell Marino,Register of Wills - 4 short certificates 4 00 I9PostageandinsurancechargesreWestern Pennsylvania National Bank Certificate of Deposit 1 0911BrownsvilleTelegraph-9\00 f JAdvertisingletterstestamentary \Nov.23 Russell Marino,Register of Wills - Balance due on grant of letters $9.00 I Filing inventory 5.00 14 00 I 1971 18Jan.Patrono,Ceisler and Edwards - Attorney's fee 2,340 0018RussellMarino,Register of Wills -IFilingthisaccount2200IExecutor's compensation - 12/21/70 840.00 4,800159 I 1/18/71 1,500.00 2,340 00 $ I I Preferred Debts 1970 . May 19 Caleffie and Greenleif - 28 Funeral expenses $1,805 50CarlG.Johnson,M.D.- Professional services 59 00 1,864 50 other Debts I1970 May 1 Edward Hollowood - Reimbursement for payment of the follow- ing: Rent of apartment for May 1970 75.00 West Penn Power Co.- Service to 4/10/70 3.86 1$78 86 Amounts forwarded $78 86 $6,665 09-5- I , . ~.. JANE A.BERKLEY 2 6 TR.2A REV....2 6,665/09Amountsforwarded$78 86 P 1970 May 7 Columbia Gas of Pa.- Service to 4/15/70 10 5528CharlesPascolHaulinggarbage1000 I28RuthUnderwood- Reimbursement for payment of utili~y bills,insurance premiums and newspaper 54.delivery while decedent was in hospital 58 June 8 Internal Revenue Service -1969 individual income tax 71 45 9 Columbia Gas of Pa.Service .~.'final bill 7 37 17 Bell Telephone Co.Service -final bill 15 14 19 California Water Co.Service -final bill 4 37 July 28 Internal Revenue Service - Additional 1969 income tax 7 79 Aug.12 Zack's Fashion Shoppe - Merchandise 32 9028LillyShopMerchandise16418 461 15 other Taxes 1970 May 20 Russell Marino,Agent - On account pennsylvania inheritance tax $5,000.00 Less 5%discount 250.00 I 4,750!00 \$11,876\24 I I I I I I -6- -~~ ~.. 4 .~- JANE A.BERKLEY , TR.2A REV....2 ISCHEDULEB INCOME -PERSONALTY RECEIPTS Interest -Bonds United States Savings Series E $950 -to 5/1/70 $30 11 General Motors Acceptance Corp. Short-Tenn Loans $10,000 -to 7/21/70 61 99 16,000 -to 12/30/70 489 87 $581 97 Interest -Certificates of Deposit Pittsburgh National Bank,5% $$1,000 -to 5/9/70 50 00 9,000 -to 5/26/70 225 00 2,000 -to 8/29/70 100 00 1,000 -to 9/16/70 50 00 9,000 -to 11/25/70 225 00 I , Western Pennsylvania National Bank,5% 225 \00$9,000 -to 5/27/70 2,000 -to 6/3/70 101(6 I 9,000 -to 11/25/70 1,20112622500 Interest -Savings Accounts I IPittsburghNationalBank,California IOffice To 6/30/70 144 02 $1,927 25 I DISBURSEMENTS Executor's compensation $115163 -7- , .'"..'."," JANE A.BERKLEY TR.aA REV....a IEXHIBITNO.-1 PRINCIPAL -PERSONALTY Per Article Second of Will - To:Mrs.Eugene Tonnesen - Dishes $35.00 Linens 20.00 Jewelry 55.00 1966 Chevrolet Impala'colie 16000.00 Delivered 5/1/70 and 5 1577 $1,110 00 To:Mrs.Eugene Tonnesen and Mrs.Grace Gessner - 1,818 100 Household goods -delivered 5/1/70 $and 8/28/70 708 00 I I J \\II I I I II , I BFS :rw -8- \ Washington,Pennsylvania ~.(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate NI·'ces _.-<-...- The ister of WiHs has granted letters,t amentary 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. ••• ••• • •••• • • •••• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA of May 16,1929, BERKLEY.JANE A.,Dec·d. Late of California,Washington Coun-ty,Penna. Executor:Pittsburgh NationaJ.Bank 6 S.Main St.,Washington,Pa:1530iAttorneys:Patrono,Ceisler &Ed-ward,P.O.Box 636,UnderwoodBldg.,California,Pa.15419 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 officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...........Ap..t:il ?J.,~.Q.J l9..7..Q . ...........l:·:ja.y.1 J..9..7.Q .. 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 allegations of this affidavit a~to)§1:ime,place and ch/~er of:J~lication are true.[yW~1 (!::lJ~ttv~ Sworn to and subscribed c:-~~;~_=--~ .........1..~b day of ~:1.e.y.,19 7..Q.!...J .AI ' .........&~~k.~,{....~......~~ ,Notary Public EATHEIIINE C,mCHOLAS,Notary PublIC Wi.sh:1c~n~,Was~ii1gton CO.,Pa. :..~,,'"'Co"':!!'lL..:':',n Expiras •N0:c::lber 1,1&73 • • ••• • •••• • •••••• Washington,Pennsylvania ~(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) r W-ashingt°-'-0-C-nf&-~·-rt--Est~-eeNI'-C~:ter-OfW-HISh-asg::-an-;ed-.,.--------, ,Wil 1m"'F1 .omv"'·.~,letters,t amentary or of administration,lin ..\:U1tw .,'..\&Inu\W·.OJ 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. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA of May 16,1929, BERKLEY.JANE~.•-Dec·d.I Late of California.Washington Coun-ty,Penna.Executor:Pittsburgh Nationa:J.Bank6S.Main St..Washington.Pa;1530iAttorneys:Patrono.Ceisler &Ed-ward.P.O.Box 636.Underwood Bldg..California.Pa:-:......:l::5.::41::9:....-__~ 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 officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...........AD..b:iJ ?.J..,J..Q J9..7..Q . .........J,;la.Y-1..,1.9.7.Q . 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 allegations of this affidavit as;,;to)th0Y1:ime,place and ch/~er ~ft,e pJ,1Jblication are true.,(/),11 _c ;/!L/c,/";J jJ .~ULt~J L:..__~~~c--==-ornnn.......,~."'~~ Sworn to and subscribed Bef6l"e me this .--- .........~.~~day of .!:f.~.Y.,19 .?.Q.!..j./.'/If ' •........~.e..<;!<...<..::1L.e-:....rJ......~.~ .Notary Public EATHERIIlE C.NICHOLAS,Notary Publkl 'N3.~hi:1~~~H1J V'2s~jington C.o.,Pa. ;'::1 C')~'''.1L:..~.:~1 Expires NV','C:1bor 1,1973 ,,",'.'~.".~ Prooi ~£PublicaAn of,Notic~in BrmAville Telegrap6 Under Act No.587,Approved May 16.1929.,~ I3flw=m State of Pennsylvania, ,County of Fayette ~Charles W.McKinley,Pres ident .ON_of the BROWNSVILLE PUBLISHING CORPORATI , of the County and State aforesaid,bein~duly sworn,deposes and says that the BROWNSVILLE TELE- GRAPH,a newspaper of g-eneral circulation published at 16-18 Bridge Street,Brownsville,County and State aforesaid,was estaLlished January 27,1915 since which date the BROWNSVILLE TELEGRAPH has been regularly issued in said County,and that the printed notice or publication attached hereto is ex- actly the same as was printed and published in the regular editions and issues of the said BROWNS- VILLE TELEGRAPH on the following dates,viz: ................................................~p.!.'.~.~~2.?~.~.l ~.~9..t c••••••A.D.19 7.9. Affiant further deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH- ING CORPORATION,a corporation,publisher of said BROWNSVILLE TELEGRAPH a newspaper of general circulation,to verify the fore~oin~statementunder oath,and affiant is not interested in the subject matter of the aforesaid notice or advertisement,nd at all an~ons I.in the fore~oing state- ments as to time,place and character of PUhli~~~n e_t ii~~iL~~_ ,.r EXE~~T~R;S ~OTIC;-I ,'Estate of JANE A.BERKLEyi .deceased,late of California Borough,Washington County,' Penna.'I Letters Testamentary upon. the above estate having been I granted to the undersigned, !10tice is hereby given fo those I.lndebted thereto to make im· mediate payment,and to those having claims Or demands to I present them for settlement. PITTSBURGH NATIONAL BANK,Executor 6 South Main Street IWashington,Par 15301 PATRONO,CEISLER ",and EDWARDS,Attorneys P.O.Box 636 'Underwood Building California,Pa.15419.--:-----:-I --' Sworn to and subscribed before me this 3g.~~_. day Of~-L------------i=~A..t 19...1Q.." .._---/~~~~~------ MY COMMISSlm\l EXPIRES'• S f AJ.~N 23.1.971 ·c·.tatement 0 overnslng osts Patrono,Ceisler,Edwards,······A·e·e·ori'ie·y·if·..ii"t'···Taw ··············..··. 80 East Chestnut Street W§.§.htnKt..QD.J1.p..§.nn.~.,.J.5.3.QJ .. TO BROWNSVILLE PUBLISHING CORPORATION,DR. For publishing the notice or publication at-9.00 tached hereto on the above stated dates $. Probating same $ . Total $9..~.QQ . Publisher's Receipt for Advertising Costs THE BROWNSVILLE PUBLISHING CORPORATION,publisher of the BROWNSVILLE TELE- GRAPH,a newspaper of general circulation,hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. BROWNSVILLE PUBLISHING CORPORATION,a Corporation Publisher of Brownsville Telegraph,a Newspaper of General Circulation _ _ . By .. ~-----------------------------_.-_--r COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON )SS.: Assistant Vice President Chas.E.Enlow,/>t'4>4lWU:lf:>Im.for the wit,h1q nam~d accountant,being duly sworn .accQ~ding to law,deposes and say..'3 -th~t the foregoing account as stated ~is- true and correct as he verily believes. PITTSBURGH NATIONAL BANK BY / ~~XllPO't~ Assistant Vice President WASHINGTON COUNTY,SS.:I 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._03-7/-/ I tl-i._W.1tness m.y h~d and official seal this ~ day Of2'B\Q.&ch.,19 71 S2~~1~ Register of Wills I ~J ~~ Hs::::l -';0..c:o ~ -.-I (1)~,C:J~ (1)r--.....c:0 "--.l~.P . • And now,this • RECEIPT ;?tJ day of April,1970,I,Mrs.Eugene r Tonnesen hereby acknowledge to have received of and from Pittsburgh National Bank,Executor of the Estate of Jane A.Berkley,deceased, the following items bequeathed to me under Paragraph Second of the Will of the late Jane A.Berkley: Dishes Linens Jewelry $35.00 20.00 55.00 and hereby authorize said Pittsburgh National Bank to take credit for same as an advance distribution to me at the filing of their First and Final Account in the Estate of Jane A.Berkley,deceased and at the Audit thereof. WITNESS: I ..• And now,this • RECEIPT ~1)day of April,1970,we,Mrs.Eugene .. Tonnesen and Mrs.Grace Gessner hereby acknowledge to have received of and from Pittsburgh National Bank,Executor of the Estate of Jane A. Berkley,deceased,the household goods in the apartment at 311 Green Street,California,Pennsylvania at the appraised value of $668.00 bequeathed to us under Paragraph Second of the Will of the late Jane A.Berkley and hereby authorize said Pittsburgh National Bank to take credit for same as an advance distribution to us at the filing of their First and Final Account in the Estate of Jane A.Berkley,deceased and at the Audit thereof. WITNESS: J ''. And now,this RECEIPT "'I ~)day o~1970,we,Mrs.Eugene • I' Tonnesen and Mrs.Grace Gessner hereby acknowledge to have received of and from Pittsburgh National Bank,Executor of the Estate of Jane A.Berkley,deceased,additional household goods owned by the late Jane A.Berkley at the appraised value of $40.00 bequeathed to us under Paragraph Second of the Will of the late Jane A.Berkley and hereby authorize said Pittsburgh National Bank to take credit for same as an advance distribution to us at the filing of their First and Final Account in the Estate of Jane A.Berkley,deceased and at the Audit thereof. WITNESS: dP·~~~ {/Mrs.Eugene Tonnesen WITNESS: Mrs.Grace Gessner And now,this RECEIPT day of May,1970,I,Mrs.Eugene Tonnesen,hereby acknowledge to have received of and from Pittsburgh National Bank,Executor of the Estate of Jane A.Berkley,deceased, 1966 Chevrolet Impala Coup~at the appraised value of $1,000.00 and authorize said Pittsburgh National Bank to take credit therefor as an advance distribution to me from the Estate of Jane A.Berkley, deceased,at the filing of their First and Final Account and the Audit thereof in the Estate of said Jane A.Berkley,deceased. WITNESS: •'.. If Family Exemption claimed by Petition,give place of Record:..J~g.~~PP.U.~.~.1?J~..,. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N9.t ap.p.lic..ahl~. List any advancement or distribution,on account that has been made,and nature and amount of same: See Page 8 of account filed and list of items making up Balance for Distribution (Credit for these advancements was not taken in account filed) 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: I .,j To Mr~.Eugene T9~nesen-Dishes,Linens,Jewelry under terms of Item Second of Will at ~ppraised val~e of $110.00 (Credit to be taken for advance distribution) To Mrs.Eugene Tonnesen and Grace Gessner-Household goods under terms of Item Second of Will at appraised value of $708.00 (Credit to be taken for advance distribution) (. To Mrs.Grace Gessner-~Residue To Mrs.Eugene Tonnesen-:c~Residue,including Chevrolet Impala Coupe in kind at appraised value of $1,000.00 (Credit to be taken for advance distribution of Chevrolet Impala Coupe) COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or repr'esentative thereof, being duly..I?!.'1.<?X.~doth depose and say that the facts set forth in the foregoing petition are true to the best of h~~knowledge and belief. ..~~.~:r:?-to and subscribed before me this...3.~day of M.Cl-x~h 19.7.L.. Signature of Officer~~.~ Title of Officer..N~H;!:n;:)r.N~~t\:tfEAi.fPt"tS""""""~""""" Off"p.blic Washin~ton,Washington Co.Ice explres.....•t-lotary.JI...••.••.••••...••.•.••••..•.~•.t974•.••...••••• My Commission Expires December , And your petitioner will ever pray,etc. Bank •\.:._.0-\~ By'..~~.-_"...,."""""····AssTs"t·a"rlt··Vfc:e···Pres·raenE····················· ~"''''''. '- ••_••••••••••__..__~__•_.b __ ___..___•• .-. .~.." , No...~9.~..~f ~9.1Q , Estate of.Jane..A Bgrklg~. Deceased Fiduciary.g.t.t.;.t;.~p'~Xg]:).~.~.t.~.9.~9:.L.~~n~~. ....F!-.~f!.:-.'!.~.?:..,~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ~...;- ,\\\\111;"1",\\\'(.•1//"-,,',-:'",.d 0 Ilr ,:;.'''\\':l1,,''J~'''b/'1 0 ..~:,.'.::~.'1l''..,,,~-"'~ :-,0...,'••f'\'1 '.'"-::.~I".'"\'.J v • -'J ••',.':41 .:_\.1.....-:.......:('\):..'"':)J.=..''i·-:.0.,,...".,~,:- .'.f \\.>:0 .•~........_••,0.- iPI • JY 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 praedpes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters TestamentarY or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and 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. ........r.•J;.~.~~a<dfti~;~.;;--- ~2 :':'///""'.',..-' -: •_-- , PIHSBURCH ~IA TlOllAL BANK YlASHINGTOll OFFICE-83, WASHINGTON,PA.~ PllTSBURGH NRTIONRL BRNK ,of PITTSBURGH,PENNSYLVANIA 15230 Mrs.!t~~t~Gen 65 ?a};'~~,Stt'OQt: t~1k1Al.l\~Jetft(\11 D¢t.U'lU'th ~om:z.¢aQn;.i - " We euelose ~l'$iU:h (:0"qf O,ur,ttot oWi ViM!~CQUU£e.s "cutOJ;t_- -of tho IQt'~o ot J~A..Berkley,d"c@sed._tfM.eh cccoullt ~;b'\l!(l fUe.d to No.63..16-394 in tM Ot£t~o of '~-leClew of "11.1$of H"ahtngtw County.PelU'W11v=1~. .'.'lh~bal.nee M 10 $~'by this nccQUttt "tu,be subject to l1e4eral lneome tiiU fl,U~the leAr 1910.,-nd ~dttt~l PeUU011v4U1.a Tt"4l'$fet·lcherlta4ceTaR.'", ,htD O(:COtlftt wUl e~'befQt~the 'Court f.-Cqaftt't.l1ntt~~~tch,1.1971 and et•.l ~8#1~C~~foro ene,~):~-"at Mdtt 4ur~tbe week'~tM1OS &:c.b 1.5.1911." ,Sincerely 10U*"«). -Ches.B.bl~1 . As&lGttlnt Vic$Pr~1dent , 'C'J'mJJ11:) Bt:lcloG\.tr~ is ._&, 'f PI1T5BURGH NATIONAL BANK WASHINGTON OITICE: WASHINGTON,PENNSYLVANIA 15301 January 25,1971 Mrs.Grace Gessner 313 Harrison Avenue Jeannette,Penna. Dear Mrs.Gessner: We enclose herewith copy of our First and Final Account as Executor of the Estate of Jane A.Berkley,deceased,which account we have filed to No.63-70-394 in the 'Office of the Register of Wills of Washington County,Pennsylvania. The balance as is shown by this account will be subject to Federal Income Tax for ehe yeal 1970 and additional Pennsylvania Transfer Inheritance Tax. This account will come before the Court for Confirmation on March 1,1971 and will again come before the Court for Audit during 'the week beginning Harc!l 15,1971. Chas.E.Enlow Assistant Vice President CEE/jlm Enclosure ., .\, 'III 11II I' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION / the attorneys are Patrono,Ceisler &Edwards.Mr.Patrono? the necessary papers here.There are some legacies in kind. Berkley,deceased.The Executor is Pittsburgh National Bank and ;- n'Ii I.- I -, ..-'~:..... \;1 IN RE: ESTATE OF JA NE A.BERKLEY, 0(z Deceased. ~...~zZIIIII. i BEFORE:eClzX1Il; ..=APPEARANCES: u~UIC... 0(u TIME:C:J.., ~THE COURT: ~II:2III0: I-0::JoU...~MR.PATRONO: ii:II.o ) ) )No.394 of 1970 ) ) ) ) HEA RING 0 N AUDIT THE HONORABLE P.VINCENT MARINO,Judg of the said Court. PATRONO,CEISLER &EDWARDS,ESQS.,of Washington,Pa.,representing the Accountant. Friday,March 19,1971,at 10:00 o'clock A.M., EST. Number 394 of 1970,the estate of Jane A. If the Court please,I have what I believe to be They are set out in the request for order of distribution.I think they need no comment.There are no complications that I know of l rT~_~.-,t'.f"lMr.Edwards is th.e one who is handling th.at estate. THE COURT:Is there anyone else in Court interested in this decedent's estate? 2 THE COURT:The audit of th is account is ordered closed by the Court. (AUDIT CLOSED) .?t \ I-I hereby certify that the proceedingo and evidence are conta.ined:!zce~lly and accurately in the notes taken by me on tl,e hearing of tile above 01zzleCQuse,and that Ulto copy if:;a corrtlct tralUlcript oi the same. The foregoing record of the proceedings upon tile hearing of the the Court, IJ. io Iizs:III~ .,: !:!II:l-UIii... 0( § D::l., ~N viII:III~above cause in hereby approved and directed to be fHed.oII.IIIII: l-II:::lolJ...0( ij ii:II.o In t4r QIUllrt uf QIummun J1ras uf IInsqiuglnn QIullnty, Jruusylunuin,(0rpqnus'QIu1U1 miuisinn J ESTATE OF Jane A.Berkley, deceased No.6 3-70-394 First and FinalInthematterofthe_ Account of Pittsburgh National Bank Executor ADJUDICATION AND DECREE And ,now Apri1 Z Z ,191!-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon du'e consideration thereof te b~an~e for distribution in the hands of the Accountant is determined to be $3 ,23 00 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 and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit Additional credit asked at audit Balance"'-_ $36.630.$6 183.0$, $36,813.61 578-$1 $36,235.04 Deduct Clerk's Costs &Receipts 1 Attorney Patrono,Ceis1er &Edwards Russell Marino,Agent,transfer inheritance tax, Mrs.Eugene Tonneson,specific bequest of Jewelry,linens,and dishes as set forth in Paragraph Second of the Will,held in kind and distributed as such nt the appraised valuo, 46.50 110.00 Mrs.Grace Gessner,and Mrs.Eugene Tonneson, bequest under the Will for household goods, held in kind and distributed as such at the appraieed value,credit to be taken by the accountant for items advanced.prior to dis- tribution by the Court, Mrs.Grece Gessner,1/2 residue, Mrs.Eugene Tonneson,1/2 residue,includ~p-g a Chevrolet Impala Coupe valued at $1000.90, held in kind and distributed 8S such at the appraised value,credit to be taken by the accountant for item advanced prior to dis- tribution by the Court, 708.00 .'$34,480.~2 ]7240.21 No baltlnce ,.) '!,(' / ,' ~ 0 ts "'"> i ,R(;:,z i 0 .g:.P t:m it a 0 3 ;::tt "'" 0 ~ t f4 "'" ..... ., er 0 N "'" ::: g:. (I) f4~ !1 ,t ::i~~f'1-~-.:.. ".!• ,I ::l .'. ". , " 0 Lor;,f)<t0.....-1 0- ...J ,;.~0 ::r:c ..D._'~I~'r C~l I ..--._$h~'r t c ,,-J::!- 1 ("". ....u . \ .~ / !--:2: 0:: i))if) 0- ,n .=.::::::::>(.9 if) 0:\..LJ <t , C.:::;; ,,:--..-.........."... .(-.'- r \, I' r :I ,. ,I" .,. " (1 ,..' •of (" f }, ''i .(. )' ,'[ ). 4 , ,' r 'p t r r ·r " .I· f " ') I j No.6}:-.?.9.:-}9.4 ..o'=J:~. Deceased ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ~ ) I ..".J.c:ll:~~A.~~r:l<~~Y ... In re Estate of ...,'. RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,)1r:s.~.E:u,g~n~';I;()p.p.~f)E!~L , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANKE:~E!~u,~Qr . ....of the Estate of J.a.n~.A:~.J3~r:1<~~y ,Deceased, the sum of ~eyeIl.t~~Il..';I;1;l,Qu,s.~Il.<;l.';I;WQ..l!u,n4rE!4.fqrty..an4..n/~oo.($.1.7.,2.40 .•Z.l)..dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered Ap:rH22...,19 .71 ....,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. I , h f I h h t t h d·d 1 t Barnep'at Nev.,JerseynwItnesswereo,ave ereun 0 se my an an sea a 9.,,.. .C.()·()~..{)()e,athisC,."'~~I~..~day of );l~y A.D.19..7~.t\ll'.RG,\~l::I LL:.v!ti~I ~ .NOTA,;Y P:.JDL..IC Of [;;;':'/1 JERSEY '-J.z...-:'.w':::~iSSionExDireS:::~H~~~~. ..................~. Cash $16,240.21 Advance Distribution of Chevrolet Impala 1,000.00 Coupe $17,240.21 (SEAL) r ,- L. ,~.~. 'Vd "00 N01~}NIHSVi;\ S11 /1:;1 .:1 0 !nlSf~3U oNIII \d I -:~SSntInm '1J.-0 BE 2 ~Jd L A~~J J L f,(J .::!-'l !..! .....~'... - t~_ _-:-t:-'.:.:'~:,--;.;..;';.- t t f -"1 .r: f .., i m I~I.... m I~ I ~ r --- No 6.~.,:,.?~.,:,},9.~.ef5I!jt ,. Deceased ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ? ) / In re Estate of RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,..M+.~.•..G+.~~~..G~~$n~r:.................,.....,......, do hereby acknowledge to have received from PITTSBURGH NATIONAL BANKE:}C~;~t1~()r . ....of the Estate of .:r~lle1\~,B.E!l:k~E!y., ,Deceased, the sum of Sevellt.eell.'::rll()t1sClll~~().Ift1ll~l:E!~,F.()r:~Y..~1l~..~V ~99..($P ,,,~4(),~~.u..dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered .A,prUZZ..,197L .....,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. I · h .f I h h h d d I'Greensburg,Pennsylvania,n wItness w ereo ,ave ereunto set my an an·sea at . . ,this ?~~day of lv1cl.:r.'A.D.19.?~. WITNESS:......md ~~~~~i:~.....~~Jt~... (SEAL) 17-934 REV.3-'63 r "I • .c'.. BE 2 ~jd H.i ;,} H ':i:".'.~ ~ I! Ii m II~I...ImI0I'II 0 It1I .~nIII~~ iIII oJ I \. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS COUN'rY OF WAS.B.lNG.r.ON . .. •_"wu ,~This return must be completed in detail and filed in dt~licate,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 Inheritance and Estate Tax Act of 1961.) IMPORTANT: IN THE MATTER OF THE ESTATE OF}...AFFIDAVIT OF ..., ::-.~~~·_:~;~:~;~;~~;~_d~~.;;~:::::_:=-::~y ~ PennsylvaniaStateof. ._} Washington 55:County of ....._. I,..Chas•......E~.....Enlow,....As.s:i.s.tant.....vic.e....Pr.e.s.ident,....Pittsburgh....Nat.ional..B..ank.... ~;ld;.Qr of the estate of the above-named decedent being duly sworn,depose and say ........ExecUtor Decedent dIed Name and address of attorney or} other authorized representative to .Pittsburgh"National'Bank whom all correspondence should be 6 South HainStreet.. mailed.-Washington,Pa.15301 'I h h Executor . d t'f 'I'.,th th if'f 'd t d th'at as sue eponen IS amI Jar '"I e a aIrs 0 sal es ate an e property con- (Ex"rlJtor.~:l-I.~ stituting the assets thereof and their fair market value, That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent Of deputy of another,0f in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Deceased HusbandC.W.Berkle Western Pennsylvania National Bank 4--4~__ California Office or Jane A.Berkle That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv,and in detail all the real property in the Commonweal th 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 b~ok 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 f\llly 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,do~n 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 agre~ent they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,'which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;.all bonds and mortgaees 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,wi th 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 brlefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policies 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 unpald 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. y'". 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 ~s 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 01'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 ~praisal of the decedent's interest therein must be submittl~d.It should also set forth in itemized form,together wi th the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.. • I .. 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 proport:l.onate share received by each transferee and all other facts of a pertinent nature regarding said transfers,In the case of transf,ers 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~:l.s also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made par't ·hereof s·ets 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,and the relationship of such issue to the beneficiary. That Sc/>edule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name'~ of the decedent and others,plus the date and place of record.of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions 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 unpaid 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. Assistant ··c-e····'Pf·e·irtdent PITTSBURGH NATIONAL BANK (ExeC'Utor-t<~XlX~Urm') 6 South Main Street.. (Street Number) Washington,Pa.15301.................,-. (City or Town and State) ~/'..t:-rSubscribedandsworntobeforemethis9 .. ................~day of .~,19.7..,(,.. (J _IJ//~. __.f~~~_... 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 corporat:l.ons or an interest in any co~partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. "-~:':'."'"'-....,".".'--"""'".__.-.-:~~.-...'''..-, \ "RCC-34 (1-64)• •COMMONWEALTH OF PENNSYlYAt~IA DE'P-A-RTMEN"r'OF REy'ENUE BUREAU OF COUNTY COllEGTlONS TRANSFER INHERITANCE TAX RESIDENT DECJ~.RL.liI SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenoncy by entiretiesl 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 ond th,?estimated value should be that of the decedent's interest only. The real property located in the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot and block number,street and stre6t number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a lMm steta number of 0-FOR YEAR OF ESTIMATED CAUTIONeres;also statement of mortgage encumbrances up"';"ach parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued int~rest on r.1ottgoges,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not b'e csdiJct;;d frem this schedule.--_.,-- NONE - - , I -.- c -- l}j " . . • Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the lust page of this return. xxxxx ReC-35 COMlI'ONWEALTH .OF PENNSYLVANIA -TRAl'lSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY -I...... INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by th~decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tivetrust accolmts,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 1.n said capacity,partnership interests,interest in anyundistributed estate of or income from any property held 1.n 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 VALUATIOJ No.List and describe fully VALUE MARKET VALUE (Do not write in this space) As per Attached Schedule $46,440.18 4.~,I J./16.;'t ,, , - ...--- , , '.,. " , Insert this total opposite "Personal Property",Schedule "B"in X X "!~1t.fO.I rthe"As Reported"column on the last page of this return.$46,440.18 -,,HCC-36 "COM},f£!,\WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C II TR~NSFEnS I (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 (D or (2)above is in the affirmative state: (a)Age of decedent at time 0f 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)--No- (b)What was the transferee's age at time of decedent's death?-:-c--__,.- "(5)Did decedent in his lifetime make a.ny trc~nsfer without receiving a valuable arid adequate consideration therefor under which transferor expressly 01'impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjo:lrrnent of or the right to income from thl~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). (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 proinise to pay income to or foI'the benefit of care of transferor?(Answer -yes or no)No " (8)Did decedent,at any time,transfer p~'operty,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which cOllld 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 anrl others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supporterl by affidavit by the attending physician as well as a copy of the death cert.ificate. NOTE 2:If answer to any of the above questions is yes,set forth below a des'cription of the "property transferred,it's fair market value at date of death,dates of transfers anrl to whom transferred,with relationship of transferees to decedent,if any.Submit copy o·f any trust deed orinstTument,if trans- fers are claimed to be non-taxable,also submit detailerl statement of facts·on which said clairri is based. NOTE 3:List applicable prapc"rty below in manner in which provhted in ScheduiesA,B,or E. ITEM DESCRIPTION !l>UumT VALUE (Es timated) DEPT.VALUATION (Dept.Only) Insert thts total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 'RCC-38 .'CCI>.t\It)NWEALTH.OF PENNSYLVA1'iL\ fHM\SF'ER T~HEnIT;\NCE TA\ m:SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I~STRrCTIOSS:'This ..schedule must disclose all.property,real and personal,'owned by the decedent jointly wi thanother 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 es tate 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 1 Address and Relationship of Co-Owners,and Place of Record of Instrument,wl~ere Rea]Estate.! NONE un~~rcentage val:L Share '"- Estate Valuation DEPART~ffiNT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"collli~on the last page of this return._~=:--J .,•j •i :RCC-37.(12-63)I ~0 C01lDIO~\\"EAi"T'II OF PEr\NSYYLANIAiTlU,NSFER INHtRITA'NtE TAXIRESIDENTDECEDENT 4 .'j ~Jqt~~~l$1 i ,._-r~;~;)r~' I SCHEDULE "D"!'!t:d!!fj'fO y."";,\.~~:t),NI !~t.~":."-0\):>1')"",""%1S1~P ,BENEFICIARIES-. BENEFICIARIES'AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF(State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY have an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mrs.Eugene Tonnesen YES Legatee and Residuary 65 Parker Street Legatee " Manaka\"kin;Ne\"Jersey",,~"I .\.:- MrB...a.Grace Gessn~r Aunt YES Legatee and Residuary _-3J.3 Harrison Ave Legatee- _J.eann.e~P;l , , ! - , -- - Deponent further says that all the above-named beneficiaries are living at this time except below: i :NAME DATE OF DEATH RESIDENCE • "~~'''''''''-''.-..,.--~~.•~---------~-_.---.-.-+.'_._..---~~,_._~,-.._-_...,.-----'-~-----~._---.,---~~---,~.~~.....-~~~;-......~.........--..-.---~ ~IATTER OF THE APPRAISEt\1ENT Will I Administration ~No. I~THE OF THE ESTATE OF Year . 1') \-t ;,..,.) ,) r;, (Executor-Administrator must complete "As Reported"column #1.) CJ ...,"'tj ::0......Cll Cll0po...e..V>::I V> V<V>0...,.....,::I "'tjCllpo"'Ipo....-0V>X "'tj I'dpo(l)tr .,........g-o ..... I'd '< trI ~.Cll.... V>',:',..........'<po (i) Late of J.AN:E:A.BER!\LE.Y. Deceased 311 Green Street Washingt0r'l Commonwealth of Pennsylvania County of (.'"'J U) Z .--j Pl .::;")f 1'1 r-- --I ::::.~i~~~0_ ..:.:....-'r~_:~ CJ <::_~0:::::::: I :z:::.: ""'0'0):...".en '''-.)=, -0:::;;: ~....., <.A..l rv ~n ""....,~l~~..: " -/ I I CJ'lc::~ :7"'">- •~--->-<w CJ'l Vl(')(') ?""?""?""n td .,;:::::::.............................. -*-*~-&?-*-* ~'.J:'>-0':0''"..'".t"-•.J:'~-.J:';.J:'Cll ......0 '0 'g~•:.. t-'....."'1 ex>ex>rt:::.. ~ :;;.. ."II~.ff)-*.ff)-*.ff)-*",,~I;&.>-t'., II ;~L ~~:'",.:~:~IIt>~.'-.~.2"~"'1_1,\:S ~:~.~.II.~:~:., ~.~~ll ~ I J I' i I .._}C$,••,...".....~j~ "...~~ R CC-81 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Pittsburgh National Bank IN YOUR REPLY PLEAGE REFER TO 38-63-5 j In Re:Estate of J_a_n_e_A_.,;.-B_e_r_kl_e..,:::y _ ____~!.!.!vaiOl.!s~hJ..!iOJ.nl.§g..w.t~onu..-------County - F He No.63-70-394 You are hereby notified that the~~o_r~i~g~in_a~l~__-----__ appraisement in the estate of J~an~e~A~.~B_e~r~kl~e~J~T ~-------- has been filed in the office of the Register of Wills qf Washington County on December 8 ,19~.Said appraisement reflects the following valuations: Real Estate ~:__------ Personal Property __~4~6~,~4~4~0~.=1~8 _ Transfers _ Tota1 ....,o.I11~6~fJollIJ.111~Qi.&·..J.J.s.;;8~_ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ..:;D~e~c:..:e..::m=b:..:e~r--=8:...z,__=1:..::9....!.7....::0,;.__ DATE OF DEATH:April 6,1970 Note:This is not a bill. Signed &l_;!&-VY ~. Title 1J1[.R.CHAJ',!EY,CHIEF APPRAISER ...-'"~ RCC-39 (5-681 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Berkley (Last Name) Jane (First Name) A. (Initial) DATE OF DEATH---,4,--_6-~7~0__FILE NO.63-70-394 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Vlashington 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". Da ted:_----'D=e:=:..:c"'-'e~m""'bc.:::e""_r_"'"8L'....::1::..,9w7....::0'--_0./~fLMJ~INHERiTANCETA APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--46,4f.i.\J .L8 46,440 18 $ 46.440 18 1.6.440 18 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 $---1__2% Tax on $------1__6% Tax on $-----------1--5%Tax on $---1__10% Taxon $~ Exemptions========I===Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $-------+-- $--------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 :::::::::::::,==== BALANCE OF INHERITANCE TAX DUE $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $------IL-$....J Estate tax paid $L-I BALANCE DUE $...JL- Add interest at rate of 6%from to $--------t=TOTAL TAX BALANCE $----~ PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. ~'. Will !...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .JANE ..A•..BERY.~;c .. Deceased Late of County of ..CALIl"qR.N.:I:A- ··1tIASHING.TON Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......D.e....G...~mb..e.r....,..$".....l9.7Q....... DEPARTM~T OF REVENUE RESIDENT INHERITANCE TAX .......y.r.?:.~.h.~!lg~.9.!l............................,...........(..COUNTYBUREAUOFCOUNTYCOLLECTIONS ".. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....9.3.=7.9-:3..9.4................................................., Whereas,............................................J..an~....A........1?.~r..KL.~y ....................................................late of California..................................................................................................,............ in the County of .........................................Washi:r.J.gton............................................................Commonwealth of Pennsylvania,having died on the .......,.......................~.......~.~):1.................................day of ..............Ap~g...._..........................................70 seized and possessed of estate19............,an subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY an appraiser duly appointed according to law,......................................................................................................................................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpolOS $ p'7.Rc,r1\TtI T • See CODY of schedule "BI!attached to appraisement 46,440 18 Total 46,M.0 118 ,, \,l. I I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- i formity with law on thiS ...~..........day of ......................ZJ.~~.......................................................~..............~,...~.......(!..d~........................................./M.-..........., Appraiser ............................................,.................,................................................................................................... (Number and Street) ................R.!J....~~..........................................,Penna. (Post Olllee) "l'JASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..JANE..A•...BEhKLEY.. Deceased. Late of CALIFORNIA Date of Death,4.~.6~.7Q . Appraisemel!t Docket Vol.,..3.8 . Page,??.~5.No ??:??:??.!-:. Filed in Register's Office,P~.~.~.~[).~.:r::?1979 . Amaunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement,. Appeal f,.om Appraisement,. Entered and charged,. )i Fo,"'/"\;C C ·10 .~o3-7t1 -J9 V DEDUCTIONS kLLOWED IN /.>..'0 " THE SUM OF ............$7/Zf:<?f.J'...OFFICE OF TME STATEMENT OF DEBTS REGISTER OF WILLS ,~~=Y:1lWashingtonANDDEDUCTIONS OF COUNTY AND AGENT OF THE COMMONWEALTH R.,'......wm••,..p I ESTATE OF Jane A.Berkley L.ATE OF California Borough DATE OF FILING APPRAISEMENT December 8,1970 DATE OF DEATH April 6,1970 DATE NO.OF NAMIi:OF PAYEE REMARKS AMOUNT I VOUCH"'''' 19 0 Letters Testamentary and Four \ Apr 16 Russell Marino,Register Short Certificates 15 50 16 Washington Record Company Advertising Letters 14 00 16 Donna Lee Rockwell Fee as Witness to Will 10 00 3 Certificates of Death of17CommonwealthofPennsylvaniaCalvinW.Berklev 1 00 29 A T.KinQ:AooraisinQ:.Tewe1rv i nn 29 Martin R.Hallam Appraising Household Goods 20 00 Mav 5 Russell Marino,Register Three Short Certificates 3 00 15 Russell Marino.Register Two Short Certificates ?00 June 3 Russell Marino Register Four Short Certificates 6.00 9 rostag~and Insuran~~Ch~~g~in ~e:Red;~ption of Western 1 09"7.<1'•~N~r;n-n~RRn ert;.('~re De .r 11 Brownsville Telegraph Advertising Letters 9 00 Balance due on Grant of Letters Nov 21 Russell MRrino ReQister and FilinQ:Inventorv llL 00 197 18 Patrono,Ceis1er &Edwards Attorney's Fee 2,340 00Jan. 18 Russell Marino Register Filing Account 22 00 18 Pittsburgh National Bank Executor's Compensation 2,340 00 197 Mav 19 Caleffie and Greenleif Funeral Expenses 1,805 50 28 Carl G.Johnson,M.D.Professional Services 59 00 May 1 Edward Hollowood Reimbursement for xayment offollowing:Rent of lPartment for ~~v 75 00 West Penn Power Co.-Service to 4/10/70 3 86 7 Columbia Gas of Penna.Service to 4/15/70 10 55 28 Charles Pascol Hauling Garbage 10 00 Reimbursement for funds advanced28RuthUnderwoodfnrne.J nr;nr rn C1p~rh "iR I"ilL June 8 Internal Revenue Service 1969 Individual Income Tax 71 45 9 Columbia Gas of Penna.Final Bill 7 37 17 Bell Telephone Co.Final Bill 15 14 19 California Water Co.Final Bill 4 37 COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF I.HEREBY CERTIFY.THAT.TO THE BEaT OF MY ICNOWL!OGE AND BEL.IEF.TH!FOREGOING IS A JUST AND TRU E SrATEIlIENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECIi:ASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. (L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY 01",,,-- , Form-~C C ·10 DEDUCTIONS ALLOWED IN..r i').>,- ~",,.OFFICE OF TME STATEMENT OF DEBTS THE SUM OF .......-....$-.--- REGISTER OF WILLS AND DEDUCTIONS DATE APPROVED ........OF COUNTY AND AGENT OF THE COMMONWIiALTH Register of Wills.Ag.~t ESTATE OF LATE OF DATE OF FILING APPRAISEMENT OATS OF DEATH DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH"~ 19 bO Additional Federal Income Julv 28 Internal Revenue Service Tax for vear 196q 7 7q AuQ'•12 Zack IS Fashion Shoppe Merchandise 32 90 28 Lilly Shop Merchandise 164 18 7.126 24 r'V1(to -AvA "J1.=.~Yo IQ/-{i ~A -;}A1 (f(P - COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington I.Chas E.Enlow,Asst.Vice President of Pittsburgh Nati0!Hl:~EBYCERTIFY.THAT.TO THE BEaT OFBank~Y KNOWLI!DGE AND BELIEF,THI!FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPEN89 OF AOMINISTRATION SUBMITTED TO THE ESTATE OF Jane A.Berkley DECEASED.AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.~#(L.5.1SWOR~~BS:PEDI!IEFORE ME THIS I ~DAY Of"Assistant Vice President of .-"':~Pittsburgh National Bank~-__~P-f2~.,-fr.~~-