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HomeMy WebLinkAboutOC1970-0430 - ESTATE OF MIKUKICSfl ;:l oc-~_~"""'m ....__ Qlnmmntttutu1t4 nf 'rttUBylnuniu.~ss: lJuBlliugtnu Qlnuntg.\ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 21st day of April A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania. the last Will and Testament of late of MAR TIN Buffalo Township, L E B N I C K, in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and G 0 L D FAR B 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,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said committing unto SAMU.EL him G 0 L D FAR B, the administration of all and singulm-the goods and chattels,rights and credits,which were of said deceased,and requiring him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commo,nwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I hav,e hereunto set my hand and the seal of said Office at Washington,this t wen t y.-fir s t day of Apr i 1 in the year of our Lorq one thousand nine hundred and s eve n t y. .~..~~7?> Register ~I ~," .'.., N uJ !•t,;,.-,!.....,-", r-.. ATTOf,NEY AT ....AW LAST WILL AND TESTAMENT I,MARTIN LEBNICK,of Buffalo Township,Washington Countt,Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make,publish and declare this my Last Will and Testament,hereby revoking and making void any and all other Wills by me heretofore made. l~All personal property which I own in common,or in partnership,I give and bequeath·to Eli Janovich and Mary JanOviCh,! his wife,as tenants by the entirety. 2.All of my real estate,I give,devise and bequeath to Eli Janovich and Mary Janovich,his wife,for and during the term of their lives,during which time they shall pay all costs of maintenance thereof,including taxes,.insurance and ordinary repairs.t,'''l'JO', ate which I may own or have-the right to dispose of at the time of my.death,I give,devise and bequeath absolutely,share and real,'personal and mixed,of whatsoever nature or 3.All the rest,residue and remainder of my estate,I I wheresoever situ-I I I I Mildred Juchniewicz and Ann Kertesz. _Ibefree.from anticipation,assignment,pledge, I beneficiaries,and shall not be subject to any .....:,:, The interests of the beneficiaries hereunder shall4. share alike,unto my following five named Children,or their issue I by representation:Mary Pawich,Martin Lebnick,Jr.,Steve.Lebnick~ II I or obligations of I execution or attach-IIImente 5.I direct that all taxes that may be assessed in consequence of my death,of,_whatever nature and by whatever j uris- diction imposed,shall be paid from my residuary estate as a part fthe expense of the administration of my estate. I- "'-\i,·..'-...·...._r....~_,..·_·..;_..:I...,.~....~._....._....__............."'_...~.•.~.... ..I·, JI 6.My personal representative shall have the following powers in addition to those vested by law,applicable to all my estate,real and personal,exercisable without Court approval, and.effective until actual distribution of my entire estate: (a)To retain any or all of the assets of my estate,real or personal,without regard to a..ny principle of in- vestment,diversification,ris}{Or productiVity. (b)To sell at public or pri'\late sale,to exchange or to lease,for any period of time,any rea1 or personal prop- prices and upon such terms or conditions as he deems proper. erty and to give options for sales,exchanges or leases,for such I I I7.I appoint Charles.Crot~ers Executor of this,my IIlastWill.·Should he fail to quar'ify,or cease to act as Executor, I appoint Samuel Goldfarb,Executor of t~is,my last Will. this IN WITNESS WHEREOF,I have hereunto set my hand and seal ?-.O:>6tJ--day of JVly,1959. iZo&;;W~(SEAL) l LIi ...~J Signed,sealed,published and declar.ed by the said MARTINi LEBNICK,to be his Last Will and Testament in our presence,who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind,memory and understanding,have hereunto scribed ourryes as witnesses.,/ fi' I I "II,j 2. ''''":J ,-,!!~, IIII I, CODICIL I hereby revoke the present paragraph 3 of'ITEM I: r I,MARTIN LEBNICK,of Buffalo 'Township,Washington II County,Pennsylvania,declare this to be the sole codicil to my II ''ILast Will dated July 20,1959. I - Ilmy said Will,and in lieu thereof,provide a new paragraph 3 as follows:' 3.All the rest,residue and remainder of my estate,real,personal and mixed,of whatso- ever nature or wheresoever situate which I may own or have the right to dispose of at the time of my death,I give,devise and bequeath absolutely, i; I!II1i to my son,STEVE LEBNICK. ITEM II:In all other respects,I hereby ratify,con- firm and republish my Last Will dated July 20,1959,together with' IN WITNESS WHEREOF,I have hereunto set my hand this Signed,published and declared on the date thereof by ., .. names as witnesses hereto. <;dJ~_.'- S <g-\--W*.'1962.~~;!d~ day of have subscribed our request,and in his presence,and in the presence of each other, I!I !rI•I I Ii 1,, i the above named MARTIN LEBNICK as and for the sole Codicil to his I I! j I " !I~ I~C-~3~~!-=-::::;"';;-:';;';=-~=..J~~~~""_~_~~=-1 IIII- I tI Last Will,dated July 20,1959,in the presence of us,who at his this sole Codicil,as and for my Last Will. &3--7 6 .-/f0! "ffi~nuit (@f 1fxrrutnr .(@r "~miui!itratnr ~tutr of Jrnuliyluuniu.t liB: C!1nunly of lIuli4tngtnlt , Personally before me,the undersigned authority,a NQ.t..a.r.y:;Pub.lic._in and for said County and State,appeared §A.M~.~_G:QL.P.f.A~_who,being duly sworn according ~o law,deposes and says that he is the executor ~XiKJ§X of the estate of ..MART.I.N LEUN.I.CK.deceased,that the foregoing schedules constitute a complete inventory 'and appraisement of the real and personal estate of _~~~.!.~~.~~!.9..~_, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor.~~x da;jia::1tl~~SC~b~;;~~~thU-L~_}.~,~---------k.--- ....~<c ..lIlt'!lJ~.................Executor-_xx LOUISE L.CARS 1,1,NOTARY PU WASHINGiO;l,VJ.~SH!NGTON CO.,PA.ADDITIONAL INSTRUCTIONS MY COMV\d"ON ~RP\RE~~fJ\i'Y.ri:fi.Js!ffi'i filed within three months after appointment of personal representative.,'''t 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,including Copy of:Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2 1Juututnry aub !\ppraistmtut of the goods and chattels,rights and credits which were of:.:~·1;'J·N.·~·l.?;NIG:K .tate 0f········~·!!f.·~·~·!.Q··~.9.w.·J;l·:s.·~·:i,p..l ;._ Washington C01inty,Pa.,taken and made in conformity with the above affidavit. j DOLLARS REAL ESTATE: ALL the undivided one-half interest in and to all that certain tract of land,consisting of two parcels,situate in Buffalo Township,Washington County,Pennsylvania,more particularly bounded and described as follows: PARCEL ONE:BEGINNING at a white oak,thence by land now or formerly of Earl.Kuhn,South 360 East 82.8 rods to a pos , one rod from the center of railroad;.thence down said rail- road,South 460 West 19.2 rods to a post;thence South 3910 West 17.2 rods to a post~thence South 340 West 91.5 rods t a post;thence by same 47 rods,more or less,to the center of railroad;thence by lands now or formerly of J.Paul Scott North 44 3/40 West 136.2 rods to a white oak;thence by lands now or formerly of B.E.McCoy North 41;0 East 48 rods to a white oak;thence North 1 0 East 34 rods to a white oak;thence North 51!0 East 43.3 rods to a post in run; thence by land now or fo~merly of Charles D.Kelley South 3710 East 37 rods to a post~South 501 0 East 10.9 rods to a white oak;thence North 470 East 75.7 rods to the place of beginning.Containing 131 Acres,more or less. EXCEPTING AND RESERVING the Pittsburgh or River Vein of coal,together with mining rights and waivers as previously excepted,and under and subject to such oil and gas leases and rights of way as may now be in existence on said premises. BEING the same undivided one-half interest conveyed by deed of John G.Snodgrass and Ina M.Snodgrass,his Wife, and Esther Jane Snodgrass,unmarried,to Martin Lebnick, dated March 29,1948,and recorded in the office of the Recorder of Deeds of Washington County,Pennsylvania,in Deed Book 738,page 380. PARCEL TWO:BEGINNING at a point in the center of the Baltimore-&Ohio Railroad right of way;thence by tract here- in conveyed and lands now or formerly of J.Paul Scott, (OVER) CENTS $40,000.00 , North.33°0l'West 2247.84 feet to a-point;thence by land now or for- merly of W.E.Kerr,North 29 0 07'East 201.85 feet to a point;thence by land now or formerly of J.B.Bell,North 350 35'40"East 420.35 feet to a white oak;thence by land of Martin Lebnick,et aI,South 440 30'East 2265.67 feet to a point in the center of said Baltimore &Ohio Railroad right of way;thence by said right of way,South 360 07'50" West 749.10 feet to a.point;thence by same,South 550 27'50"West 321 feet to a point,the place of beginning.Containing 43.17036.acres,ac- cording to a survey of Donald A.Morrow,made in October,1952. BEING the same undivided one~half interest conveyed by deed of J.Paul Scott and Gladys C.Scott,his wife,to Martin Lebnick,dated December 30,1952,and recorded in the Recorder's Office aforesaid in Deed Book 852,page 144. UNDER AND SUBJECT to eXisting exceptions,reservations,out- conveyances,rights of way,covenants,etc.of record. I I c.I , 1 "ci ~~~l I ...I1"4!0'.1'".0/,,1 ......'\.. 11.11 -•f ••.....;: I /"!\bO ~..~~!~1 ~~r .....I.);~~~~a rsl I ~71 FED ~~;=~§~i.:J ~l"4i I !Ptf I?r?5I:S ~I ~~l i~~i I "'l:1 "'I I <~"II"~~CI)lldi I f(IJ('"-I ,;f ~~~i t~~~I~i f")\0 V '.~~i_f{/~:.\~;, "I:S ~I ?\~I J\EGfS"'r:.~01·/,10 ~~cal I W,4 Sii/~.~;"c?j'\'/'/LLS ~~>to"' 0 ~I ~~=.....~~•'J j,.;nJ ..:l bO 0 ~zl "'-'l.,PA t:l I ~~=~ ~ .-,..0·1"'1 bO 1-41 i ~E-4.d= E-4 I '!-<E-4 tI2 '1"'1 ~I ~rn~~.d ~ ~t12 ~t'3 k,~iS=r-( It) COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF MARTIN LEBNICK,DECEASED ) ) ) NO.63-70-431 The FIRST and FINAL ACCOUNT of Samuel Goldfarb,Executor of the Estate of Martin Lebnick,late of Buffalo Township,Wash- ington County,Pennsylvania. The Accountant is charged as follows: Inventory The Accountant claims credits out of the assets of said estate as follows: Register of Wills,Letters Testamentary Washington County Reports,advertisement Letters Observer Publishing Company,advertisement Letters Register of Wills"Short Certificate Dr.W.A.Prideaux,servic.es Pavlic Funeral Home,funeral Charles A.Adams,stone lettering Register of Wills,filing Inventory Notary Samuel Goldfarb,Executor and Attorney for Estate Register of Wills,filing Account R E CAP I T U L A T ION TOTAL ASSETS TOTAL CREDITS BALANCE $40,000.00 21.50 14.00 14.00 1.00 3.60 1,866.62 12.00 5.00 6.00 2,400.00 15.00 $4,8.72 $40,000.00 4,358.72 $35,641.28 Observer .Repo-r.ter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION'\, ,In compliance with the News,paper Advertising Act of 16 May.1929, P.L.1784.as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me.a Notary Public in and for said County and State,.Ric.ha..r.d S..9 C.9Wa..n who bein,g duly s,worn according to law,deposes and says that he is the S..e.c..fJ~t..~~y . of the Obs'erver Publishing Company,a f'lenns,ylvania corporation.and its agent in this behalf;that the said Company is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established September 18,1871,and The Washington Reporter.established August 15. 1808,a daily newsipap'er of general circulation,printed and published and having its place of busines's at Washington,Washington County.Pennsyl. vania,where it or its predecessors have been established and published continuousIy for more than six months'prior to the publication of the notice hereto attached;tha;t the printed notice or advertisement hereto attached is a 'copy of an official advertisement.official notice,legal notice or legal advertis,ement,exactly as printed or published in the Obslerver·Reporter in its regular editions on the following date or dates;. ,~Pt~.~?7...t M~y ~~~.~!.!.'-!.~.~g . that neither tne affiant ,nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega. ~~":~thl,atitdavtt "'to th'tim"P1'&X:2;l z:: Sworn to and subscribed before me this....l1..day of..Ma.y....1.9.7.'O...~(H~--:;~;?f{;~~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 11 EXECUTOR'S NOTlcJi:t:4t \'i :;',STATE OF.MARTI~,ii,:J:lEI?NICK,i}cea.sed ,late.of Buffalo';Towns.hip, <'ashmgton County.Penna.·~""'',Letters Testamentary ..upOn 'the,j?',ove 'estate having;been~.g ntea'the undersigned,notice .reby'en to those indebted',.0:tke immediate payment'0."se having claims ,or de"•·'sent them forsettlei:neri,SAMUEL GOLDFAR 1 ',i14 Washington Trusyashington,,,,pa::s1530 ),mEL GOLDEAl;tB,' ,Washingto ust o.,"'0" 'llington,'1'5301 ,~~"""_l'i"'..;_7099.~.! Wr~~~Reports Wasbington,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,publisTIed 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 COVNTY 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: .............A,p..ri~3.0.•....19.7.Q . .............~~.~y.....?!.~~.L ..~.?..!.9 . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of sai~~.nti~C.e r advertising andl~ll of the allega.tions of this affidavit as to the timeif~of the.icam., ...........................~..·············~~··:····E·'·:······· Sworn to and subscribed b ~re:...':.m~e~t~h~i:s -'"-:-"-~-~ 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 them for settlement to the Executors or Admin- istrators or their Attorneys. •• • • • • •• • • •• •• • •• LEBNICK,MARTIN,Dec'd. Late of Buffalo Township,Washing-ton County,Penna.Executor:Samuel Goldfarb,514 Wash-ington Trust Bldg.,Washington,Pa.I 15301 Attorney:Samuel Goldfarb,514 'waSh-ington Trust Bldg.,Washington,Pa. 15301 J JA:.~.daY of....J1~.y .,""lir/.7..g • .........~.~..~;74,.~.£~ ,Notary Public ,"-.,(.~ I{,ATHERINE C.NICHOLAS,Ndta'ry PubliC .Washington,Washington ~.;.Pa. My COr-lmissinn Expires November 1,_197~ "~"l".\"t /7~/L__·- STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: ---.----__---------------------, The within named Accountant being duly sworn according to law,depose sand says that the above account as stated is true and correct as h~__verily believe. ..r.L Sworn and subscribed be'fore me this ....02..,..'=-.... dO~~:---u _ LOUISE L.CARSON,NOTARY PUBLIC WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of CpJ?!1'as evidence by proofs thereof filed to No.J,{J-j--../ll.~U-L-.--------.-.. W'ess my hand and official seal this 2__~.... doy 01...---,--_:::::_:::::__:-:-r;rr[~_1~_?~: Register of Wills ; _._---------- ,/J. f , "" .- ,.' ~ ~\ \ 'I "c:I ~~~~~ 1 f '", ., -:. ,,~-.,--_.- i , lJn tl1r l0rpQan.6·monrt of lIa.6111ngton OJonnty In the matter of the Audit of Account in J Estate of[_---!!M~A:YR~TL"""INu_"'"L~EB!o!:!!::NL!I~C!.!K~J_••...:!D~eS<;c~S<..!:!:ea.!2s~e~dL_l TO THE AUDITING JUDGE: 63-70-431No.,--------x~Xffi:x;x:x Enter my Accountantappearancefor'_~_--'-_---=:'::"'::"'="'="":=""::'::=--=--_ 19 71,-- 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. ------------------------------------------------------------------- 63-70.-~4::3:..::1=__X*XXXDXXNo.,_ In re Audit of Account in Estate of MARTIN LEBNICK,DECEASED AUDIT Jrarripr fur Appraranrr FOR __~~}!!!1el_Qoldfarb_,..__ Executor Accountant SAMUEL GOLDFARB Attorney .....============== ."$'W 2 .. •.d... -----------------_.--._.~- PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Teota',Form J Estate of ,. MARTIN LEBNICK.......--_--_--_-..--_._--.----------__-__-----_-._-----. Deceased No ~.~::.7.Q::".1.~J . Fiduciary.....s.amuel..Gol.df.arb."...Executo.r. ~~~~~~ Decedent's death ~.P.;r.~.:t...J·.~-'..JJ~.7.9 Grant of Letters .Ap.!.~.~~.~..t..}~'!.9 . This is the !..~.!.?.~..~~~..~.~~~~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ..........................................................N.C?~~. Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record . Name of survivingspouse ~!?~~:. List issue,where material: 1-No.t rna terial.\,;0/ "'..~ Did decedent marry after execution of will?Ondicate)X6ex.No.Any children born after execution of will?Ondicate) ~~~No.If answer yes,name them . Le9,atees Mary Janovich Steve Lebnick Relationship Sister-in-law Son Interest Life Remainder Fiduciary,if deceased or not sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:None . Fi Ie copy of Notice ..' and date of maiIing c.QP.y.9.t.NQ:t;;J.~~!l.t::t;;~.~J:}..~9.!M.~;i..J.~9...M.~r.9.h 1.l ~.~7J.~. Is estate subject to the filing of a Federal Estate Tax Return?~<?..·. 175.00 on life estate In fuR. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.1.,.9.5.5.•.QO...on..acc.Qunt...~e.':':...ma1nder If the Will makes any portion of<estate subject·to a life-estate,give name and 'birth date of life tenant . Life tenant,Mary Janovich,died February 8,1971 • ...._----_.__-___--.._____•__••..__-------._.._-_-..0 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. 1.Mrs.Mildred Juchniewicz,daughter,544 Marple Ave.,Canonsburg,Pa. No formal claim or amount made or stated.Denied. 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: Only asset of estate is undivided one-half interest in real estate in Buffalo Township,Washington County,Pa.Paragraph 2 of Will leaves same for life to Eli Janovich and Mary Janovich,his Wife,who were brother-in-law and sister-in-law of decedent,and owners of the other undivided one-half interest.Eli Janovich pre- deceased testator on December 18,1963.·Mary Janovich died on February 8,1971, less than ten months after testator.Codicil to the Will leaves remainder to son, Steve Lebnick,who has paid all costs,debts,fees and inheritance taxes,and will complete same in order to take the real estate in kind,per his Election attachedhereto. See attached copy of my letter dated February 12,1971 to Pennsylvania In- heritance Tax Dept.$175.00 full 15%tax on the life estate has been paid,and $1,955.00 has been paid on account of the remainder at the 6%rate. Balance for distribution per account,35 641 28 Itemize any additional debits not shown by account:$ }~. Total additional debits (Add) Itemize any additional credits not shown by.account: Register of Wills,15%tax in full Register of Wills,on account 6%tax Total additional credits (Subtract) Balance for distribution $. 175.00 1,955.00 2,130.00 $~.,.J..~Q.!.Q9.. $3.3"'.~JJ ~.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Real estate,per Inventory and Appraisement,at $40,000.00 ..(.. If Family Exemption claimed by Petition,give place of Record:~~~.~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~9..~~. 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: Recite death of Eli Janovich on December 18,1963,and death of life tenant Mary Janovich on February 8,1971,and award real estate to steve Lebnick,son,per Will Codicil. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, And your petitioner will ever pray,etc. being duly §~Q];"JL doth depose and say that the facts set forth in the foregoing petition are true to the best of ~.~~knowledge and belief. ......SwDxn to and subscribed before //A ~eth;s-9-~daY~19 7.~~~_____ Signature -?f Officer...~~.....~.d.~ Title of Officer JQ!.!!S.U".C.~HS.Qf.t.J.J.QIA~X.P.UB.lIG . WASHINGTON,WASHINGTON CO.,PA. Office expires.:'.....MY..GOJYlMJS.SJQN.D<.P.1R8i.SE.P.L.lS••191.3.... ..~~.. ".-,-..~~Deceased Estate of __. MARTIN LEBNICK....-----__---_-_. r>' ~.. No.63-70-431 .. f , \.('".,,\.-.I;.,,~\...........~ ,'0- r ,,"•4O\0-......~'-..\.0 ') (:'! .>••,~....f '1,'-'i I '.' .;""~... ,', I'-, ,,' Fiduciary ~:~~.~~.1 Goldfarb,--;,::;,:,::;,:::::,,:,:"-.:.-"~.---------_.. EKecutor 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:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1,Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing 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. Samuel Goldfarb Attorney ~2 ''Vd "00 N01')NIHS'1:v\ SlllNi.:\O H3tS\~3'J ON\'d"fH TF\Ssn'd B\ \\Uu ut r~\\r \t~ f:lu".~':i~·'1 \.~ _..4 ..i ~ ...1 ESTATE of MARTXN UUlNICK J DECEASED IN THE COMMON PLEAS ORPHANS'COURT OF WASHINGTON COUNTY, PENNSYLVANIA 63-10-431 NO.~ NOTICE OF ACCOUNT AND AUDIT You ate hereby notified that the fiduciary,whose name appears below,has filed an account as such in the Office 'of the Clerk of the Orphans'Court and Register of Wills for Washington County,Pennsylvania,at the above number and term,and that the same will be called and presented for audit before said Court in the Court House, Washington,Pennsylvania,during the week beginning May 11 ,1971 . SAMUEL GOLDFARB ATTORNEY FOR ESTATE 514 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLVANIA 15301 Samuel Goldfarb Executor IN THE COURT OF COMMON-:>pLEAS OF WASHINGTON COUNTY.PENNi. ORPHANS'COURT DIVISION J Lebnick,deceased.The Executor is Samuel Goldfarb and the attorney is Samuel Gbldfarb. MR..GOLDFARB: c, IN RE: ESTATE OF MARTIN LEBNICK. ~DeceasEd. <C>..I )0- UlZ Z11/Do. Zo...~BEFORE:iUl<C~ .,:u~APPEARANCES:1JIQ ..I<C§ C::l~TIME: I:.N vi0::11/...~THE COURT: 11/0:: I-0::::loU ..J<Coii:...o ) ) ) )No.431 of 1970 ) ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO.Judge. of the said Court. SAMUEL GOLDFA RB.ESQ .•of Wash-ington. Pa.,representing tile Accountant~ -, Friday,May 21,1971,at 1:30 olclock P.M., EDST. Number 431 of 1970.the estate of Martin Mr.Goldfarb? May it please the Court.I have here the Audit Petition,together with the necessary supporting instruments. There are no unpaidadIl?itted claims.We listed as possible claim to a daughter,who made no formal claim or amount or anything, but made some inquiries several times and just on general princip es we decided to give her a notice.Mrs.Mildred Juchniewicz,as set forth in the Audit Petition.We denv that<:<he haR anv claim bu 2 gave her notice of this account. There is another matter which might be well to point out to the Court.The sole ass et in this estate was an undividl:>d one-half intere st in ':l farm in rea~estate appraised at $40,000.00 \-~ for the one-half interest.The Will left a life interest in this real estate to a sister-ih"'law,which would be a fifteen percent bate, .. Tax Department,setting forth what I thought,was the.proper applic tion " f ~., recited the death of the life tenant the time short of ten monthEi, and I have attached to the Audit Petition @;'.lettet that I wrote to the ; There was a receipt for it,which we claim is in full$175.00. Chief Appraiser of the Washingtoh County'Division of In heritance . The balance,of course,of the estate,$40,000.op, payment of the life estate. less the $1666.67,less debts and deductions taxable at the 6%rate which.would be C,$1666.67.And we paid that in full,'at the 15%rate; the three and a half percent pe r year in accordance with the statutE, the entire fee being valued at $40,000.09,the life estate is based ein of the Inheritance Tax in this case.-'Generally speaking,that bein~ .. l~nd the remainder,on her death,to a.son.The life tenant only lived for two days shy of tenmonth~after the de'cedent.So we :!z~..I>-01 Z ZIIIII. ioI-ClZXUI0(~ ..=oitI-UI C ..I0( UD:J"'I ~N viII::III~oII.IIIII:: l-II:::Joo ..I0(Uii:II.o 1i (f rre we paid something on account and there will be the balance but it w 11 be on the 6%rate and the 15%life estate woiM bben paid in full. THE COURT:Mr.Goldfarb,is the daughter who had a tentativ claim represented by counsel? ..MR.GOLDFARB:No.In fact,I never talked with her.I just talked 3 with her husband.She said something about some small life insura~ce in this decedent's estate? election to take in kind and he's advanced all the costs and will still in force and she should still have it,but we didn't have any policy that her father had taken out about 40 years ago when she (NO RESPONSE) (A UDIT CLOSED) The audit of this account is ordered closed by thE All right.Is the:rea~yone else in Court intereste ~ Court. complete payment of 'all costs without any claim for reimbursemen record of such old policy and I told,them that if they had any inforrr ation, was the general nature of her claim."And pardon me,Your Honor, was just a young girl at home or something.They thought that it We s the remainderman,the son:"since itES real estate arid he filed his.' ...' we'd follow it up and all tha t.And nothing ever developed.'That, THE COURT: THE COURT: l i" .e ~z c(>oJ>l/lZ ZIIIll. i0I-elZil/lc( ~ ~u ~itI-UI 0eoJc(- § 0:J'., :I:~N iii0::IIII-0::0ll.III0:: I-0::J0U...c( i3ii:lL0,-(.J e ,. ~.-~ I hereby certify that"the proceedings and evidence are containe ,r .~. :$z~~,ZZIIIII.~fully and accurately in the notes ,taken by me on the hearing of the above ~.'.,'' zi cause,and that this copy is a correct transcript of the saine.m ".'.. ~ .'. ""I" .' The foregoing record of the proceedings upon the hearing of . ~•~i . I ij"""e aiII:~oII.IIIII: l-ll:5 the above cause is nereby?-pproved and directed to be ~iled. u ~Uii:ILo J. .. ·. In tqt Q!um uf Q!untmun Jirus uf lIusqingtnn Q!uunty. Jrnnsylnuniu.®rpquns'Q!uurt J3iuisinn ESTATE OF No.._..::.6~3_-7J....:0=---=4r:=::3=1 _ Martin Lebnick In the matter of the:__F_i_r_s_t_a_n_d_F_i_n_a_l_ deceased Account of Samuel Goldfarb Executor / SCHEDULE OF DISTRIBUTION Balance per account _ ADJUDICATION AND DECREE And now June ~z:19~,this matter came on for hearing, audit and distribution at this session and testimony ta en;'and thereupon,upon due consideration thereof tge bal<;l.nce for distribution in the hands of the Accountant is determined to be $33;11.2ts 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.' Additional credit asked at audit 2130.00 Balance:_ Deduct Clerk's Costs &Receipt::t..s _ AMorney__-::=.S-""a~m~u~e.l~G~o~l~d..f~a...r.:.lb~_ Russell Marino,Clerk O.C.,costs in certifying real estate to Recorder, John Mazza,Recorder,costs recording certifi- cation of real estate, Russell Marino,Agent,transfer inheritance tax,balance due,life estate and remainder interests, 46.00 I $33,511.28 Contributionto'D1aintain asseils of estate in kind,6650.00 $40,000.00 Steve Lebnick,son,residue (remainder)of estate representing real estate as hereinbelow described,held in kind and distributed as such at theappra;tsed value,11.0000.00 (. No balance REAL ESTATE TO BE CERTIFIED TO TJIm RECOFIDER OF ~ASHING'l':N COUNTY BY'THE CLERK OF THE ORPHANS'COURT DIV SION :'..-L Martin Lebni'cek',"'dev:lSor,to Steve Lebnick,'devi~ee of a'1 th~ right,title and remainder interest,life tenan~having died February 8,1971,in and to the undivided 1/2 i~terest,being all the interest of the devisor,in real estate describEd as, VIZ: \. r-r' ,I r ,. o.... ~a.(J) o- ., zp ....1Ir'~. Martin corder's UNDER AND SUBJECT to eXis,ting exceptio!,rese vations, I deed of J.Paul Scott and Glaydys ~•.Scott,his Lebnick,dated December 30,1952,and recorded Office aforesaid in Deed Book 8?2,.,page 144. " outconveyances,rights of way,G'ov,enants,etc. thence by land now or formerly of J.B.Bell,35' 40"East 420.35 feet to a white oak;artin Lebnick,et al,South 440 30'East 2265.67 fee to apoi t in the center of said Baltimore &Ohio Railroad right said right of way,South 360 07'50"West 749.1 feet t a point; thence by same,South 55°27'50"West 321'feet to a po nt,the place,of beginning.Containing 43.17036 acres,accordi g to a survey of.Donald A.Morrow,made in October,19 2• .BEING the-same undivided one-half inter st conv yed by CERTIFIED TO RECORDER:JULY 6,971. -..., . ~ ! .0 ", " '- ... No.-'-_ -' In the matter of the " Account of of Estate of " .Abjubirntinu nM·m~tree ~ f "·1·1 r n-i t_1 L., t7 I JU~~n Atl II I7 RUSSi:!l.~;.\({!NO f1EGISTf:h Oi;WILLS \'I)\SHltH~TON CO .•P/\, \~~(r~~a ALL the undivided one-half interest ir and to all that certain tract of land,consisting of two parce]s,situate in Buffalo Township,Washington County,Pennsylvar.ia,more particu- larly bounded and des cribed as follow s: PARCEL ONE:BEGINNING at a white oak,thence ')y land now or formerly of Earl KUhn,~outh 36°East 82.8 rods to a post, "one rod from the c~nter of rail:tm4,;thence d01said ra lroad, South 46°West 19.2 rods to a post;thence South 39~0 W!st .-...."t I 17.2 "rods'to a pos t;thence South ;340 Wes t 91.~ro ds to a post;.thence by same 47 rods,more or less,to Ithe cent~r of railroad;thence by lands now or formerly of J.Paul Scptt North.' 44 3/40 West 136.2 rods to a white oak;thence by lands now or formerly of B.E.McCoy North 4lt~East 48 rods to a wh te ".oak;thence North Ii)East 34 rods to a white oa.k;thenc North 5liD East 43.3 rods to a pos.t in run;thence by land no ~or formerly of Charles D.Kelley South 37~o East 3~rods tc a post; South 50io East 10.9 rods to a white oak;thenc~North 170 East 75.7 rods to the place of beginning.Conta.ning 13"Acres, more or less. EXCEPTING AND RESERVING the Pittsburgh or RiveJ Vein of coal,together with mining rights and waiver~as pre iously excepted,and under and SUbject to such oil and gas leafes and rights of way as may now be in existence on said premises. BEING the same undivided one-half inte~est con eyed by deed of John G•.Snodgrass and Ina M.Snodgra~s,his life, and ~ther"Jane Snodgrass,unmarried,to Martin Lebnick dated March 29"1948,and recorded in the offic ~of Recc rder of .'.Deeds of Was hington County ,Penneylvania,in Deed Bool 738, page 380. PARCEL TWO:BEGINNING at a point in tl~e centeI of the Baltimore &Ohio Railroad right of way;thence py tract herein conveyed and lands now or formerly of J.Paul S ott,NOIth 33° 01'West 2247.84 feet to a point;thence by Ian now or for- merly of W.E.Kerr,North 29°07'Ea.et 201.85 ~eet to e point; ..' .'-< ... - t 7I JUH 3-n r~H"I 7 rWSSELL H .,:U?iO REGISfEH Of WILLS WASH/NorON CO .•PA. • 'I. '\ .. No...,....-_ In the matterof the . Account of ... .... of Estate of .- !\~jtWitntinu uub mttrt~ "--f, ;~ ... "' ~a ,-~I I'.I 'I •L. r·"r'\-1L'-"I " .. 'f' COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA j IN THE ESTATE OF MARTIN LEBNICK,DECEASED ) )NO.63-70-431 ) ELECTION TO TAKE IN KIND TO SAMUEL GOLDFARB,Executor: The only asset in the above estate being the real estate I hereby elect to take the same in kind in accordance with the residuary paragraph in the Codicil to the Will of said decedent, following the life estate devised to Mary Janovich in paragraph 2 of said Will,and to accomplish the same,do hereby agree and confirm that I have and will continue to make payment of all costs debts,fees and estate inheritance taxes without any reimbursement request or provisions. WITNESS my hand and seal this ~.day of "f.4tVA ry 1971. Witnessed: , Fonn RCC-2 •DEPARTl\lENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA ~ RESIDENT INHERITANCE TAX APPRAISEMENT DATE May .2.2..,.l.9..7...Q 1.. COUNTY WASHINGTON..................................................................................................., FILE NO•.............6.3.~..7.0..~4..3.1 . Whereas,1'1ART.IN.LEB.:rn.CH late of CLAYSV.ILLE . in the County of WASHINGT'ON Commonwealth of Pennsylvania,having died on the l...Z:t.b.day of Apr,.i..l 19..7.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,J.,..~R..!c..t.I.Am;x ,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpales $ JT.HELD PERS.: ~ JT.BANK ACCT #83-1-001531 held in the PITTSBt RGH I I NATIONAL BANK,'~ASHINGTON OFFICE,WASHINGTON,PENNSYLVl NIA, in the names of MARTIN LEBNICH or MRS.MARY JANOVICH.Opened 11-8-67.Balance as of date of dec th. $475.25 One-half taxable 237 63 Having been duly swo.rn accordin~to law,I do hereby certify that the above appraisement is made in con- formity with law on this .........................~.~.~.........................day of ........:..............:..:::..:::............:......:..::..:..:..::..~f:~..~:::::.......:.:::.:..:....;;,.:?!..~........::..:::;.:..::.........~:...........~.~........~..~..... ~pral~r ..............................................................(N~;;b~;..~d..·st~~~i·i··················.......................................... .................................................................1'lASHIN.GTON.............................,Penna. (Post OlBee) ...............................Jv.A$H:I:NQ'f.9N County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HART.I.N.LE.BNl..C.H.. Deceased. Late of CLAYSVILLE Date of Death,.···········April.·.12··;T97.0 . Appraisemellt Docket Vol.,.. 63-70-431Page,No . Filed in Register's Office,~.::::.~.~.:19 ..?.~ Amount of tax due~$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and ch(Jrged,. ." " ,. Form RCC-'33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF J WASHI~~rr.Q:N . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF ...........MA.R'r..I.N LE..a..N..l..c..K.. (State full name of decedent) ;Buffalo Township, Late of Was-h.ington ····................................................Colinty state of Pennsyl.v.ania } County of Vf.~.::;.~~.:r:l:g.~.2:r:l:........................................................ss: AFFIDAVIT OF EXECUTOR W~JJO/ I'/7'6 Decedent died .......................................S.amuel GQldf.a.rh...................................... . of 'the estate of the above-named decedent being duly sworn,depose S and say S Executor ..'I." That as"such $..~~.g.y.:t.Q.r.deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Nnn"" 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 fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the.date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the ass~sed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent~ ,l That Schedule B attached hereto and made part hereof sets forth ~ly and in detail atrPersonar-----. property wheresover situated owned by the decedent at the time of death;all moneys-Ieft by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's creditf in ~anks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust fo~ any other person or persons giving also separately the accrued interest thereon,if any,down"to,'the last interest day prior to decedent's death in the case of savingS banks,and to the date of decedent's death.....in all other cases;all bonds,postal savings,treasury certificates or notes and other ev!dence 0t~in- debtedness of the United States to the decedent;all obligations,whether by statute or ag~eement they,, are designated as tax free,of the United States,or any state,or political subdivision thereof,or of #'.;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 mortgages held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face· value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the 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 at 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 may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the'deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly 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 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 lrnpaid 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","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . ................;./..=:~day of ..~k,19..7/.. ....cV!.."..·d.(!)~..~RSON,NOTARY PUBLIC WASHINGTON,Wf\'SH!f\JGTOr~CO.,PA. MY COMMISSiON EXPIRES SEPT.15.1973 ....................__"__~~In=___._(EXecutor-~ .5..1.4 .\Y.a.s.hing.t.o.n Tr..us..t B.l.a.g..•.._.. (Street Number) .....w.~.~1.:t.i.:.P.:g.~g.~...t p..~..~+..!?~.Q.!.. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. R,CC-34 (f-64) ~COMf,\ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SCHEDULE CIA" 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 "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,ete.,are to be listed on Schedule "F"and must not be deducted from this schedule. ALL the undivided one-half interest in and to all that certain tract of land,consisting of two parcels,situate in Buffalo Township, Washington County,Pennsylvania,more par- ticularly bounded and described as follows: (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (31 DEPARTMENT VALUATION CAUTION (Do not write In this spoce) PARCEL ONE:BEGINNING at a white oak,thence by land now or formerly of Earl Kuhn,South 36P East 82.8 rods to a post,one rod from the cen~ ter of railroad;thence down said railroad,So~th 46°West 19.2 rods to a post;thence South 391°West'17.2 rods to a post;thence South 34P West 91.5 rods ~o a post;thence by same 47 rods,more or less,to the center of railroad; thence by lands now or formerly of J.Paul Scott North 44 3/4°West 136.2 rods to a white oak;,thence by lands now or formerly of B.E. McCoy North 4lio East 48 rods to a white oak; thence North 1 East 34 rods to a white oak~ thence North 511°East 43.3 rods to a post in run;thence by land now or formerly of Charles D. Kelley South 371°East 37 rods to a post;,Sout!l 501°East 10.9 rods to a white oak;thence North 47°East 75.7 rods to the place of be- ginning.Containing 131 Acres,more or less. EXCEPTING AND RESERVING the Pittsburgh or River Vein of coal,together with mining rights and waivers as previously excepted,and under and subject to such oil and gas leases and rights of way as may now be in existence on said premises. BEING the same undivided one-half interest conveyed by deed of John G.Snodgrass and Ina ~. Snodgrass,his Wife,and Esther Jane Snodgrass, unmarried,to Martin Lebnick,dated March 29, 1948,and rijcorded in the office of the Re- corder of Deeds of Washington County,Pennsyl- vania in Deed Book 738,page 380. PARCEL TWO:BEGINNING at a point in the cente~ of the Baltimore &Ohio Railroad right of way; thence by tract herein conveyed and lands now or formerly of J.Paul Soott,North 33°01' West 2247.84 feet to a point;thence by land now or formerly of W.E.Kerr,North 29°07' East 201.85 feet to a point~thence by land now or formerly of J.B.Bell,North 35°35'40" East 420.35 feet to a white oak;thence by lantl IofMartinLebnick,et al ,--fu>1!t!l~44~30J...:.!--l::EU;la!J;siJti<..__t I "__--:;.~~--~ 2265167 feet to a point in the center of said Baltimore & Ohio Railroad right of way;thence by said right of way, South 36°07'50"West 749.10 feet to a point;thence by same,South 55°27'50"West 321 feet to a point,the place of beginning.Containing 43.17036 acres,according to a survey of Donald A.Morrow,made in October,1952. BEING the same undivided one-half interest conveyed by deed of J.Paul Scott and Gladys C.Scott,his Wife,to Martin Lebnick,dated December 30,1952,and recorded in the Recorder's Office aforesaid in Deed Book 852,page 144. UNDER AND SUBJECT to eXisting exceptions,reservations, out-conveyances,rights of way,covenants,etc.of record. 0-I;4-:J 4o(Mao:! $90,000.00 R~C-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".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- 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 a,ccrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. /lIU1"___lU'_- Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEr 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. ,·'RCC-':'36.. COMMON,WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part DfOhiS estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)__.N_<__ (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 health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~N~o=-___ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)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)__N_o __ (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)_....,NuO~___ (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)~N~O~_ (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)_~N......o<--_ 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 None DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. None CCMMONWE~LTH Ov PENNSYLVANIA TnANS}~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS: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,addr'ess and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Uni t Address and Relationship of Co-Owners,and Place !Value of Record of Instrument,where Rea!Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Checking account,Pittsburgh National Bank,Washington,Pa.office,opened November 8,1967 in names of Martin Lebnick or<..Mary Janovich.Balance at death,$475.25.1/2 taxable /t5-A //;~J $237.63 J31.&J I I I I Insert this total opposite "Jointly Owned Property",Schedule"E":2.1 7.G:>J in the "As Reported"column on the last page of this return.$237.63 L-=--.....) RCC-37 (~2,:,"63). COMMONWEALTH OF PENNSYYLANIA TRANSFER iNHERitANCE TAX RESIDENT DECEDENT .~;... SCHEDULE "D" BENEFICIARIES -_.--_._------------,---------- 4 1 ,.~ ( h BENEFICIARIES AND ADDRESSES .RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaVeaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Marv Janovich None Ye~Life interest Steve Lebnick Son Yes Rem::l.innel'" . Deponent further says that all the above-named beneficiaries are living at this time except below:None NAME DATE OF DEATH RESIDENCE r Deceased REPORT AND APPRAISAL Commonwealth of Pennsylvania ~IATIER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) 0 :'-~"d ::tl..,Cb Cb0:0 ll>....e:..enen:;::3 0,en .en:'~::3 "d...,:Cb ll>....:.....-0ll>...-en "d'O><ll>~....Cbr:T o ....CD I '0 ~ M Cb........en '<....ll>.... Cb I-,fit~ .. en Ca:: ..:::. .A',>"iJ~'w W ::c>< . .::r":::r-:::r-'.:>11 -,'.•:.1 :tl:5 ~:("')::....;~~ ...., -6&~~~-6&-6& 8 t~~::.:;lilt.::c••log:::I !S..0-- :.""'I..•••k!I:'C: t . Year . IS THE OF THE ESTATE OF !No. } MARTIN LEBNICK ·vd -·O~)U01.'~I·U!SVfA 5111,'."J("'"~i.S:~)jU oH!(",";,";-:.::;".1 Late of.]:h,l:1::f~l.()'I.'9."'J:lf3l1:i.P. County of Wa.$ll:i.Ilg1;9.n Will Administration .'" ~ 't'r :~.".~ ,.. Ai i:- .">.. -6&-6&-00 -6&~-6& rf .:..::.-- f":'.,~~: .•~". SAMUEL GOLDFARB A~'OORJ'I~¥"i AT·LAW 514 Wa~hi~~'tbn Tr~t ~ug. Washington,rPa.Jp301 {I.-li~.l....~....t._.' <3 .~. '''0-•.~. .~. :~. ~ N t >:~'"':.~.~:f""t"-.,:o~l'.:>~3--.::;"~~:~c..-- " J '. ..Form RC C ·10 • "OFFICE OF THE REGISTER OF WILLS OF __.JJW...cA.....S~H;L.I.LN.LUolGuT,.J,Q,/,j,NIl..--COUNTY AND AGENT OF THE COMMONWEALTH ~.3 -7o-1.J I . STATEMENT OF DEBTS AND DEDUCTIONS Regilter of Wills,Agent ESTATE OF _--=MA=R:..:T:..:I~N:.:........:L=E=B=N:..:I:..:C:..:K=--LATE OF _--ll"j.............a~jo...I<J~-.:>!C~o~u~n~t!!.lyL.J,...--'P~~a:...!.._ DATE OF FILING APPRAISEMENT February 1,19710ATIi OF DEATH _..;::A::.Ip;:;.;r=-=i.::;,1~1:.:2'::..L,-=1:...:.9.....:7_0 _ DATE NO.OF NAMIL OF PAYEE REMARKSVOUCH,""AMOUNT Register of Wills Letters Testamentary 21 50 Washington County Reports Advertisement Letters 14 00 Observer Publishing Co.Advertisement Letters 14 00 Register of Wills Short Certificate 1 00 Dr.W.A.Prideaux Services 3 60 j Pavlic Funeral Home Funeral 1,866 62 Charles A.Adams Stone lettering 12 00 Register of Wills ,Filing Inventory 5 00 Notary 6 00 Samuel Goldfarb Execu'tor and A't'torney for Estate 2.400 00 nocr';c:::t:",.,.of Wills Filing Account 15 00 I - ! ! COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON I,Samuel Goldfarb,Executor HEREBY CERTIFY,THAT.TO THE BEST OF MY KNOWLEDGE AND BELIEF,THE FOREGOING ISA JUST AND TRU E STATEMENT OF DEBTS,FUNERA.L EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Martin Lebnick ~"'EO'.s DEDUCT,O••~R INHERITANCE TAX PURPOSES.D'Yor~26thSWORNANDSUBSCRIBEDBEFOREMETHIS (L.5.) ~=:~J£III --.1.!-l!..J C A1 e ..~ LOUISE l.CARSON,NOTARY PUBLIC WASHINGTON,WASHINGTON.CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 R C c-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Se..muel Goldfarb IN YOUR REPLY PLEA.£ REFIER TO 38-66-5 J Dear In Re:Estate of l-!:_::'·rl__v_in..,;._L_e_b_n_J._·c_k~_ rq·t,,-·r'~l(U'n",..."...1."~i.\,XV u..""I You are hereby notified that the ~Q~r~i~~~i~n~?~·l-------------- appraisement in the estate of Hart;)]T'f'bni ck has been filed in the office of the Register of Wills qf ;"""'i],;!"r'z"t "'11 County on ,19 •Said appraisement reflects the following valuations: Jt.Held Re alEstate __--'-~h""'O~,~Q~OC~).....~Q(~f)_ Personal Property -~---- ~~~i.~::;.r.:..._~2.J.3..L7.1.~6.J.3-,.__- Total -..1.1....'(4),.....2...;.3....7....·u6.,;J.'i _ 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ?_'C...;.b;;.:I:....;'"l:.:..;w:.;;:.r:...y!,....,;.2;;.;;2;;..,L......:]::.._(.wJ7,-o1=-_Signed ~.,~.I f {J-<k.. vA'i'L OF m;ATH:A;)ril 12,1970 Note:This is not a bill. Title ..". LAW OFFICES SAMUEL GOLDFARB WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 PHONE 225-4511 February 12,1971 Fred Tosi,Chief Appraiser Washington County Division Pennsylvania Inheritance Tax Department Washington Trust Building Washington,Pa.15301 Re:Estate of Martin Lebnick,deceased No.63-70-431 Dear Mr.Tosi: I am Executor of the estate of the above decedent,who died April 12,1970.At the time of his death,he was the owner of an un- divided one-half interest in a farm property in Buffalo Township, Washington County,Pennsylvania,the other one-half interest being owned by his sister-in-law,Mary Janovich.His said one-half interest appears in the Inheritance Tax Return filed with you,and is appraised at $40,000.00 for said one-half interest. By the terms of the Will and Codicil of said decedent,said one- half interest was left to the said Mary Janovich for her life,with remainder absolutely to Steve Lebnick,a son.The said Mary Janovich was the widow of Eli Janovich,who had died on December 18,1963. The said Mary Janovich,age 73,died on February 8,1971,and I am the named Executor in her Will and propose to probate the same in the next few days,the chief asset being the undivided one-half interest which she owned in the property aforesaid. The above facts are,of course,relevant in the proper appraise- ment of the life estate and remainder in the estate of Martin Lebnick. Mary Janovich lived for three days short of ten months after the death of Martin Lebnick.In accordance with the provisions of your Act of Assembly,Sections 502 and 505,the life estate is valued on the basis of 3!%per year on $40,000.00 for a period of ten months,being the sum of $1,166.67.This,of course,is at the 15%rate.The remainder interest is valued at $40,000.00,less $1,166.67,or $38,833.33.This, of course,is at the 6%rate. As Executor,I wish to pay as much as safely possible on the entire tax before the year from death expires on April 11,1971,and would ap- preciate your making your return as aforesaid at this time. /1'/"V~~AMUEL GOLDFARBSG/lc Thanking you for your kind cooperation and waiting to hear from you,I am , RCC-39 (5-68)• COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Lebnick (Last Name) Martin (First Name) DA TE 0 F DEATH _42..--=12::..:.--7..:...-0-=---_FILE NO. (Initial) 63-70-431 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_hi_·_n..:::g'--t_o_n _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". 2-22-71Dated:__e.:....-:..:.'-=.----'-=-_ 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 $-------+---/.1 1nr 1U 217 61 40,237 63 $I.')V1r orr ?~7 h~ 40.237 63 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-$---------i--2% Taxon $~ Tax on $5% Tn 00 $In Taxon $~ExemPtions========F==~Total Estate -4-__ TOTAL TAX COMPUTAnON OF TAX $---------4-- $---------4-- $---------4-- $---------4-- $---------4-- $-----_--1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::~E= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~ to ------4C $---AMOUNT OF ESTATE TAX ASSESSED $- Estate tax paid $I BALANCE DUE $-1L- Add interest at rate of 6%from to $----lt=TOTAL TAX BALANCE $-------l-PAID $-1 FOR USE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. / Will !...No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF I-!ARTIN IEBNICK..........-. Deceased Late of ......BUFFALO.TOWNSHIP... County of.WASHI1\llTO N Commonwealth of Pennsylvania REPORT AND APPRAISAL ., Fonn RCC-2 ,.;,DEPARTMENT OF REVENUE.. BUREAU OF COUNTY COLLECTIONS ,::4 •'", HARRISBURG.PENNA.77 727 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE E,~p..r.u..ar.y z.Z."l9.71. COUNTY W~.::lh.~.pg.~9..P.:. FILE NO ??.~7.~:.4.2.~.. Whereas,~+9.:r.:t..m ~.~9..n:?,..9.:k late of :B..l4'f..?:~g 'JI9.~T!i.h.i.:p... in the County of Y.J:a.:~.~.f;lg.~?~Commonwealth of Pennsylvania,having died on the J?:t.h day of Ap.r.~~19 7.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Abf.~p.1'.Q$.J.,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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY-: See copy of schedule IlAlt attached to appraisement 40,000 00 JT.HELD:: S~ee copy of schedule liE"attached to appraisement 237 63 total J,n.?i?(.,':), .. ..···Zi~~~~:: ..........WashingtQD ...COU"tlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Martin Lebnick Deceased. Late of .......BuffalQ T.Qw.ns.h.ip . Date of Death,..4~g~7..9.. Appraisemel!t Docket Vol.,.3&. Page,JA-:-:.?No ??:7.9.:~?..~. Filed in Register's Office,F.'.eb...22 19 .71 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement,.. .Vd •.GJ ::~1 ~•::H:;:/",1 S "71 i I:..~i}~I 3J (:;I :;?:J C:.;~.•:-;'...:.'::1'J .._,~..f '........."-. Appeal f"om Appraisement,:.. Entered and charged,.. L I.....'I d r..,