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Home My WebLink AboutOC1970-0484 - ESTATE OF BADZIK0:> 3 --7 o -,tf-Yi- J\ffibuuit ®f (xrrutnr ®r Abmiuistrutnr @ltatr of Jrnnayluania, [ as: Cfiounty of Baaqington \ P all b f h d . d h · Notarv Public · d f 'd erson y e ore me, t .e un ers1gne aut or1ty, a .............................. t: .................................................... In an or sm County and State, appeared ................................... ':l~.~ ... !l.!! .... ~N?.~!~ ............. :.: ......................................... who, being duly sworn according· to law, deposes and says that . S he . · .is-the· executor lf:IX.XIilltkl.i9t~f the estate of .............. JD.HN ... .B •.... .BADZIK, ................................................................ deceased, that the for~~h1_g schedules constitute a . . JOmf B. BADZIK comi.>lete ·mventory and apprmsement of the real and personal estate of... ........................................................................... , 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 dp.te of the decedent's death, based upon a just appraisement of each item mllde by the above named Execut~X.~~. -su;arn and subscribed before me this........................ l (I !(} A J . d~~ of .... Hallembj;··········._19 ..... 1.D. . ....... 7/..L~;_f.!~ ...... ~~ ........... :: ... ~ ................................ (.,. RENA F. HIRSCH, ~~"f':PuAlMblic ADDITIONAL INSTRUCTIONS Donora Bo_ro~h, \1'Wq~RYo29unkisfae filed within three months after appointment of personal representative. My CommiSS!gO ~~~~PMu2\1:tlBUventory must be filed within thirty days of discovery of additional assets. · 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. ;.:· ..J REFERENCE FOR ADDITIONAL COPY -. . ._,l Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 ' •I ~ lluurutnry null .P.ppruisrmrttt of the goods and chattels, rights and credits which were of .......... :.J, ................ J..QHN ... ». ...... ~N.).~!K ....................... late of ............. ~~.~QJ:-.~ ... !.~~~.~.!1?. ................................... .. Washington County, Pa.; taken. and·made in conformity with the above affidav"it. REAL ESTATE: None. PERSONAL ESTATE: 19G4 Plymouth Coupe Automobile, 33 1/3 shares Capital Stock, Webami, Inc.,Certif.#2, 49 shares Capital Stock, S & B Shoe Company, Certifs. #4,5,6,7,9, - Officer's Loan payable by S & B Shoe Co. to decedent, Commercial Travelers Mutual Ins.Co., refund of unearned premium on accident.policy, ~ DOLLARS CENTS $ 400 00 .. 00 ~4,50() 00 3..1039 88 ~7,939 88 11 08 27,950 96 .J : ' 1.,."\ . .. .~ • t \.::. ' 1 1 ' . ~-·. '. ··,;· ;·· .......... ;·, ,-' , I " -I ~ ,~ f 'I , • \. ,.. .\ •' •ff H _) !" c:;s ore, !o ~-7o-4ff Inventory and Appraisement IN THE ESTATE OF . JOHN B. BADZIK ................ , ........................................................... ? ......................... . Filed ............ J:~QY..~.mP..~.t: .. :; .................... :., I 9 ... Z.9 .. ~::0 "* -r'j --.J > ,..., ::::0 c::> ~0C: ( t::::) -·----· ::: (;; (Jj ' rr, !· z ~-: ::2 ! c-) ~) rn ·'; n-; -1 ;:0 r- ~.) r---...J :z:O C:J •::J --·q .~ 0:;:;: ... ---.. -o ... : ...::::: .:.t_1 .-::;r r----or-Z rv J>.(/)0 -C' c:::o ;>~ 'r v»' ota:11-p,b ~3~ Xfl- .... 9 Arnold W. Hirsch,Esq. Donora,Pennsylvania. 1 ~ ·i ) ) ) .I J ) I ~ : ) I ) ) ; -IJ-,_ Q!nmmouwraltq nf Jruu9ylnauia. t lla9qiugtnu Cl!nuntg. ~ 99: KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 7th. day of May A. D. 19 70 , 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 John B. Ba.dzik late of Carroll Township in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and ·Jean J. Ba.dzik trix the ExeculXtK 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 Jean J. Badzik committing unto Her the administration of all and singulM the goods and chattels, rights and credits, which were of said deceased, and requiring Her 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 Commonwealth .relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 7th. day of May in -~e year of our Lord one thousand nine hundred and Seventy ~ ~ ••• , .... ,.r ..... ~··.·••• .. •1•••••m••.;••••••• .. ••••••••••••·•"'"'"'""•••••··~···· . ' · Register . .__.R•.•~•u~~-~----~----~==--~·----•·-·~.~-·~-~~~·~------~--------------------------------~---·-~~~~ ... · .. ~ ~ ~ 0 ~ a ~ ~ ~ ~ ~ ~ t • m a ~ ~ ~ ~ ~ ~ N ~ ~ ~ ~ 0 ~ ~· ~ ~ ~ = ~ ~ ~ = .. -......,....,_-.,. LAST WILL AND TESTAr/LENT . I, JOHN B. BADZIK, of Donora, lvania, being of sound mind and memory, and declare this to be my last will and qnd form following, hereby revoking any by me. Washington County, Pennsy- do hereby make, publish testament in the manner Will or Wills hereto made .• FIRST~ I direct that all my just debts and funeral ex-1 penses be fully paid and satisfied, as soon as conveniently may be after my deceasee I SECOND: All the rest, residue and-remainder of my estat~, whether real, personal or mixed, I give, devise and bequeath to my wife, Jean J-. Badzik, if she survives mee THIRD: In the event my wife shall not survive me, or [ dies as a result of the same accident as I do, then and in that I 'event, I give, devise and bequeath my all such residuary estate to my sister-in-law9 Evelyn Ann Stone·and my brother, Michael Badzik, share and share alike. FOURTH:: I constitute and appoint my wife, Jean J. Badz:i!k as Executrix of this my Last Will and Testament. If she does not 1 survive me, then I appoint Paul N. Barna as the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I JOHN B. BADZIK, have set my hand and seal to this my Last Will and Testament, ·which consists of one page, this f 2. ~ day of February t One thousand nine hundred and - forty seven 19 7). · f/=1J.1?J~ tSEAL) Signed, sealed, published and declared by the above named John B. Badzik, as· and· for his last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereunto in the presence of the said testata and of each other. d__vd)?. ~ P~N-~~j .. ~~ • . I / STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, deposes and sayS that the above account as stated is true and correct as__ ____________ ~h~----------------------verily believ~· Sworn and subscribed before me this _________ ?_?_~b ____ _ day of ____ : ____ ~--~~~!:'.1!.~~!.'-~---------------------19 .?.~~------ _-_. ____ ~·~-~-~~---- RENA F. HIRSCH, N:>tgry ?ub:ic Donora Bo_ro~gh, WashingtJn County, Pa. My Comm1ss1on Expires Feb. 2, 1973 Warshington County, ss: I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No .... /a_j_~_7I·-::-J ________________ , W;te'\ 1\m;; :and and ol!;dol seal th;s _ _{_~-------------- dayof ____ ~6t--~cwr~: Register of Wills -------~----·-----· -- ... .... ..., = "d: 0 ... Ql; ;; io ol ..., 0 ..., en: 1::1 0 )lo 1::1 ns: ;; .~! ;; 0 Q) 0 QJ: "' .1::1 : .... "' CJ! "' ..., ; 0 "' Ql; <j ~; I~ E n 0 ;,!ll ... <j ~; +J: i ..., : ... ,..c:;! ... :s: ~• II "d :Ql CJ: 0 ..: Q) :u ..... o=.r:::i CJ: ..., en: ~ ,..., QJ: f· 7 I Ll~y 1::1 ~; ~r:-Q) r:.. ~; Xi 0 ~1 I 35 rll ''"'' e 0 ~; ~: Q) ::t::! ... ,ij:l 0 N <' ~ ..., ri1 :o ..., t ~: ,...{ "' ..., . : <j E-< ns: ~! 1::1 . ~ :3:' <j ;; :ril .:::tl E-< •: l:i; •r-1: HUS:>;.~ I . ' 0 :"d "dl w. ~j •ri r:.J: '· ·. :i 1 r~ o "' "' 1::1 ,....f; oo: ri1 ~ "t:S: nEG!Sl ol ol .:t: ~) ns: GF 0' ij L j~~ WILLS 1::1 . o: ~: ... s::: P/lslJI'~'r-:8 Q) N o: ..., ~; " l~ 1 1 r i:. u N co .. ..., rll ,; ~: .: PA. ·~ 'b'D <! rri, ~: : Q) ~ 0 Q) ~ ~ a! ..., .1::1 UJ :;: ..., ~ 0 •ri QJ; ~::~__;. 0 ~ ~! 'g~ z <j ::; ' -~- ~ ::j-- ~ ~ ~ ' \_-.._: ~ a ' .. . ,, ,, '~·\ • 6' .. ,_ ···· ... :. 0 ....... _ .... t~ .. ~-- ~ --.... ··, .-.._ .-!., ~-•. ~:". -;..~ :~' . -:: (). .: :u g . ~ ... . ~ ·. ......... .... -........ ..... · ............ · ..,;''/• '' .. \,·,;... ,.-- '1•' \\\\ •. pp't' ~ The Court is respectfully requested to determine proper distribution in this estate. ~wlk~ THE DAILY REPUBLICAN MONONGAHELA, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929 P.L. 1784, Sec. 3, paragraphs (3) and (25). County of Washington } ss: State of Pennsylvania Personally appeared before me, a Notary Public in and for said county and state, J1r.s .... !L.E. ... R~S-~.nti.s .. , who, being duly sworn, deposes and says: thaLsh_e ___________ is the bookkeeper ________________ of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said company is the publisher of The Daily Republican, published daily except Saturday and Sunday, having its place of business at Monongahela, Washington County, Pennsylvania; that the said Daily Republican was established in the year of 1846; 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 newspaper in its regular issues on. the following dates: ________ May ___ l4_, ____ 2l ___ and. .. 2B , ... l97D------------------------·--·---.. ·-·-------------·---.. -·------------------·---·-... -... ___________________ _ ·--·----~-~~~-':l-~.!:~~--'-.--!2.~J_c;:~_L_~-~-~?J~---_g_f ____ oiQlm .. Jt. ____ ~~g-~~--------.... ·---·----------.. -....... . that the affiant or the corporation in behalf of which .... ~1:1~......... is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to th~ ... d::.:z .. ~~~~~ ............ . Ji1l~d::d o::~e·-=: .. ~-~~-~ ............ ~Q ~-~ Notary Public C. REID DOUGH£.RW, Notary PubliG MOi'i!CNGAHELA, WASHINGTON CO., f1'A. My Commi-ssion expires July 29, 1972 1 -.~.--; -·- EXECUTRIX' NOTICE Estate of JOHN B. BADZIK. de-i 'eased. late of Carroll Townshtp, '!Washington County, Penna Letters 'l'estamentary upon the above estate having been granted ,to the undersigned, notice is hereby , given to those indebted thereto to make immediate payment, and to ,those having claims or demands tit pre•ent them for settlement. ' Jean J Badzik, Executrix 584 McKean Avenue Donora, Pennsylvania, 1503:1 Arnold W. Hirsch, Attorney 5.'l4 McKean Avenul'! Donora, Pennsylvania. l.i033 MRY 14, 21 and 28, 1.97!1 w ~~@Hll (@lllllllliy ~~Jl»®rts S§~=tYFJiifM''S"f'Rl!'e'''= Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON) 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, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COl!NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ... 1-:!ay. ... 1.4., .. ..21.,. ... 2.8.,. ... 1.97.0 ......................... . 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 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 t!hem for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• BADZIK, JOHN B., Dec' d. Late of Carron Township, Washing-ton Oounty, Penna. Executrix: Jean J. Barzik, 584 Mc-Kean Ave., Donora, Pa. 15033 Attorney: Arnold W. Hirsch. 534 Mc-Kean Ave., Donora, Pa. 15033 <h;. •ffidovi< " <o <ho <im, pl"(}t;jd, ;he po~ ~ ·-----~·(,-~~-~ Sworn to and subscribed before ~his _ -----~ .?1?~/.day of...~~.Y. ... : ....... l ............... ,., 19l . .?..9.• ...... I.Ca~..d...~ .. .Q._.{~~---&1!.~~ Notary Public KATHERINE C. NICHOLAS, Notary Public Washington, Washington Co., Pa. My Commission Expi~e~ November 1, 1973 .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN B. BADZIK, DECEASED. NO. 63-70-484 FIRST AND FINAL ACCOUNT OF JEAN J. BADZIK, EXECUTRIX .§.!!MMAB_Y PRINCIPAL OF PERSONAL ESTATE, Total Debits, Total Credits, Balance for Distribution, BALANCE FOR DISTRIBUTION CONSISTS OF: 49 shares S & B Shoe Company, $24,500.00 33 1/3 shares Webami, Inc., Officer's Loan Payable, 00 3,039.88 $27,539.88 $34,639.62 7,099.74 Date of Death: April 26th, 1970. Advertisement: May 14th, 21st and 28th, 1970. $27,539.88 PRINCIPAL OF PERSONAL ESTATE Dr. The Accountant charges herself with the following personal estate per Inventory and Appraisement filed 12-7-70: 1964 Plymouth Coupe Automobile, $ 400.00 33 1/3 shares Capital Stock, Webami, Inc., 00 49 shares Capital Stock, S & B Shoe Company, 24,500.00 Officer's Loan payable by S & B Shoe Company to decedent, Commercial Trave~s Mutual Ins.Company, refund of unearned premium on accident policy, 3,039.88 11.08 Total, $27,950.96 Cash advance by Jean J. Badzik, sole beneficiary, to maintain assets in kind, Total Debits, 6,688.66 $34,639.62 5-28-70 6-23-70 5-25-70 5-5-70 5-16-70 6-4-70 6-23-70 9-11-70 12-9-70 6-24-70 7-29-70 7-30-70 5-6-70 6-1-70 12-7-70 1-25-70 --------------------------------------,--, PRINCIPAL OF PERSONAL ESTATE Cr. The Accountant claims credit for the following: Funeral Expenses: Lawson-Rabe Funeral Home, Burial expenses, Allridge's, Flowers, Kurtz Monument Company, Gravestone, Debts: Campbell Funeral Home, W.Penn & Columbia Gas, Diner's Club, Nemacolin Country Club, Donora Elks Club, Dr. Harold Cherkin, A. F. Kimel,D.D.S., Elmer Stone, Taxes: Ambulance service, Household utility bills, Bill of decedent, Bill of decedent, Bill of decedent, Bill of decedent, Bill of decedent, Repay loan, Wm.McCollum,Tax Call., 1970 Carroll Road Tax, Malcolm Morgan,Co.Treas., 1970 County Tax, wm.McCollum,Tax Call., 1970 School Tax, Administration Expenses: Russell Marino, Register, Probate Will, Guy Rogers, Wash.Co.Reports, Herald American, Probate expense, Advertisement, Advertisement, Russell Marino, Register, File Inventory and balance on Letters, Russell Marino, Register, File Account, Jean J. Badzik, Family exemption, Credit, automobile owned by S & B Shoe Co. erron- $1,606.64 58.04 1115.00 $1,779.68 25.00 39.62 791.82 53.68 91.93 39.00 15.00 543.19 1,599.24 38.51 67.20 .210.07 20.00 15.00 14.00 12.50 5.50 18.00 1,000.00 315.78 eously listed in Inventory as decedent's, 400.00 Rena F. Hirsch, Arnold W. Hirsch,Esq., Total Credits, Notary, Attorney's fee, 5.00 1,915.54 3 405.04 $7 099.74 '"'I lin t~t (Orp~anu' Qtnurt nf llau4ingtnn Q!nunty In the matter of the Audit of Account in Estate of ___ J_O_H_N_B_. _BA_D_Z_IK_, _D_E_C_E_A_S_E_D_._1 63-70-484 No. ___ , ---------• 19 __ , A.A. TO THE AUDITING JUDGE: Enter ____ _::.m:...Jy'--___ appearance for _ __,J""'e"'-'a=n~J~·~""B-=a,_,d,_,Z::..:l.::c. k:.:..>.'--=E=<=X.:.;e=c-=u,_,t,_,r=-=l.=· X=·--------- /f1vt£//J! LLJ lJ(;; CLJ: Arnold W. Hirsch, Attorney 1 5th day of March, , 19...l.L... 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. J No. 6~-70-484 , 19 ___ , A. A. In re Audit of Account in Estate of JOHN B. BADZIK-DECEASED. AUDIT Jrnrripr fnr 1\pprnrnnrr FOR Jean J.Badzik,Executrix. ~::::J_., ,;..;...~-i ·q ( __ if; C) if) :r: ~ ; . .- ~' 2~ ~··· oo z -r\ T-~ 0....::-0 -.:: ::o ; r= ::;: -oro ):> (J1 ~ -..l = -,:1 = -~ -u r-.1 ...{::" Arnold W. Hirsch. ~9· ' ··~ 0 • ' r-- "' Attorney Testate Form PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate oL .......... J9bRJ~,. ... :tJ.~g~j.-~.s. ................................ . N 63-70-484 0 ..... ----··························-------------------------------- Fiduciary .... J.~-~~--i!.! ... ~~~-~-~~-~~~~~~~-~~~--------- Deceased Date of Date of · -\ Decedent's death ... :~ ..... d~-P-~-~J.:--~-~Jh.t ... !~7.9 .................. Grant of Le~tters .... --~'Y.::.?.~-~_, __ }_~_!.~------------------------------- This is -th~----~-----f.tF.!?.t .. ~~g __ _f~~~-+-~ ... : ............................ occount filed in this estate If there. hqve_ be~n former. accounts filed in thi~-,estate,, I ist file q~:Jmeer or ryumbE:1r' a Ad term ................................... . -------.. N Q~~-!-------------·-----------------------------------------------------------.. --------------.---------------------------------------------.-------------------------------. Election to take Date Election Place of; Under or -ii~ill. (cross out one) Filed ----------------------------------Record : .... ' .. '-.-·-------------------- Name of surviving spouse .............. .Jean . .J .... .B.adzik. __ -----------___ ... __ ........... ____ . ____ .... _____ ... ____ . __ . ___ ..... ____ . ____ ... ___ ... _____ ... . List issue, where material: None. Did decedent marry after execution of will? (indicate) ~~ No. Any children born after execution of will? (indicate) x:-u No. If answer yes, nome them ............................. ---------------------------------------------------------------------------------------------------- ·-----------·------------------·-------·-----------------------·----------------------------------------------------------------------------------------;-\-----:l--.: .............................. . Legatees Relationship Interest Fiduciary, if deceased or not sui juris Jean J. Badzik Wife Entire r l - List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None. If porti,CjlL intestacy, give facts: None. Notice to interested parties. Hove 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: ....... ~~D.t;!.!' ............................ . File copy of Notice and dote of mo iIi ng .......... --~~~-Q.h .. l§.t,_ .. ,1,.;~_7.-lA ....................... :··-....... -.----............... · .. ---... , .......................................... . Tl .... , ,....-. ....... ,. Is estate subject to the filing of a Federal Estate J:ax Return? ..... Yefi.; ... CQpy. .. att.a.ahed •......................................... Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... §.~-~!'_.Q_Q ___________________________________________ _ ,, If the Will makes any portion of estate-subject to a life-estate, give name and birth date of life tenant ..................... . ---------·~~~---~-~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. Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per account, Itemize any additional debits not shown by: account: $ .. ~.?_,_~}~.!-~§ ............. . Total a~ditional debits (Add) $ ................................... . Itemize any additional credits not shown by account: 1 1 . , . ., f•' Total additional credits (Subtract) $ ................................... . Balance for· distribution $ .. 21 .•. 5.39 ... 8.8 ............. . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ""' T 1 ' Voucher for 49 shares S & B Shoe Company Stock, 33 1/3 shares Webami, lnc., 1,~ . ! Officer's Loan Payable from S -.& B Shoe Company, ~· $24,500.00 00 3 'fJS9. 88 ' --I "i $27,539.88 ,, ""1 r -~------- If Family Exemption claimed by Petition, give place of Record: ........ ----·····-····-···-·-···---···----·--······---··--···-·-·--····------------ If Family Exemption is claimed at audit, give name, relationship and basis for Claim:. ______________________ ~---·-··----·-··-·-·--·-· List any advancement or distribution on account that has been made, and nature and amount of same: 49 shares S & B Shoe Company Stock, inventory value $24,500.00, were transferred.to the widow, per voucher attached. 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: Jean J. Badzik, Entire Estate o...J COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being dulY----------~-W~;r;~------------------doth depose and say that the facts set forth in the foregoing petition are true to the best of _________ he.r, ________________ knowledge and belief. --··-·--·--------S.worn _____ .-_____________ to and subscribed before me this ____ .f).t.h .... day of ___________ Mar.ch~---·-········19 ... 7.1.. Sig~ature ~; Officer ... ~J'..-~ \ Title. of _Officer ...... ~---~-'?.t.~~Y .. J~!-!!?J.J~L ...................... . Office exp i res.-.NA ··F·:· HlRSCH;. ·t~ ~b~·'J·. ?-~-~~ i~-·: ................ . ~;nora Bo~o~gh, Wa~hin6t m CounLjJ Pa. -My CommiSSIOn Expires Feb. 2, 19 {Sole beneficiary will advance costs and balance inheritance tax to maintain assets in kind.) And your petitioner will ever pray, etc. --------~2ii~~~iit;;i;;~--------- ---------------9-------:------------------- ---------- • .......................................................................................................................... '!'. 'i -' ~ ) ) ) ..l ) No. ··············6:3·.:.·7·0""4if4························· Estate of ...... JQHN B.1 BADZIK ................................ !' .................. . Deceased . . JEAN J. BADZIK,EXECUTRIX. FidUCiary ............................................... : ......... . PETI-TION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in cqnformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. r-.... I 2. Copy of order ~ppointing Guardian ad litem, if perti~nt. 3. Copy of Qrd~r~ appointing Trustee ad litem, if pe:r:,tinent. 4. Proof of servi~e'(;f above. 5. Letters Tes~amentary or Administration C. T. A. or an attest copy of Wi II. 6. Copy of invEm._!ory and appraisement. 7. Proof of advertisement of grant of letters if not filed With account. 8. Certificate ~f liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed anct (temized elections if any distribution -in· kind. ~ 1 0. Copy of Fed era I Estate Tax return if es- tate is subject thereto. ~ Arnold w: Hirsch~ ..................................................................................................................... -----------· Attorney "-"...,2 ·v d ··o:J N 0 1.:~ N1 H Sv/A S lll1\~ .Yl ; FJl S I ~ ::3 ~ "'t!J}''"''' -··.,~F'/)-'.JI :).1;' ,, .J f' i;J,;) :.~tO t ~ 2 l ~~ d u H d ~ I i. 4 II _j 'It' t u .:l! ! .:i .:... ,\•' p;. t ~~ .. f , ... ' , "'· ,., "" \ ' ,, .::-,,, .......... . .t \, .. ··........ ···. ~-·. ::: "·'" '· '•"" =rr-: r)l ·.r' -·: 1-I = .-: ... ' : ::.:*. 0: I -. ..,.,.. ~:-"• ..... --:----.....' •' .. -~-c.':l •• r (,... ,. . , ' .: ....... (') •• •• • . ,,'i. ,, I' · .... ~ ~ · ,,., · ,,, J ,,,,, '. ,._] :! liO I . ...J • . ., ,,;_,,.,,p1 -· ....... - IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN B. BADZIK, DECEASED~~ NO. 63-70-484 NOTICE Notice is hereby given that Jean J. Badzik, Executrix of the Estate of John B. Badzik, Deceased, has filed her First and Final Account in said Estate with the Register of Wills of Washington County, Pennsylvania; said Account will be presented to the Orphans' Court of Washington County, Pennsylvania, for confirmation March 1st, 1971, and will be audited by the Court on March 15th, 1971. If you have any claims against said Estate please contact the undersigned. If there are no claims filed or exceptions taken, distri- bution will be made in accordance with said Account and Petition for Audit. March 1st, 1971. fu,ki~JJ!J)rjJ~ Arnold W. Hirsch,Attorney for Executrix. •. ., I ' r,l( r,;;~ T"' r) r:nr xGr:;( r-r,T){". '·' r·,IJ lJfl IT' r.l. :;il ~l ,.,,, m c' lf< .~ (,~ ~~ u; , ... ; =: ....... ~~~ r~ i :~ ::-; ·~:; ~ ... ---;-~i -·'"""!;: .. --...l :;x::::> -a. :::0 ")'") -a g_ 111 ~; -:: ·q -·~~ t:-7~~ I f7~ !~ ~ !I \'li'Lt5' _,;jAt(1~ u : T ,-1~: r;f'T·· -..:,r.-r;;~ f,UG i\~ 0 -. -c~"Q -~..,; " ·--. - -~ {/) 'H) ·~ ! ... '\ - /'"'-- • l -T ' ll) h'IJ T J . ' I ")'-. T (: :r J~ '. •'"; r;' ; -. . lJ r; (; II\ T r . ,, r; T : r;:;n ~J'r 'll'' ,t.rT_rTOU T,,_-, f11J [I G (' 2 T. >IJ G q . IT r• \.'"·'· ~ C.• llf) ~r 1'12 TIJG'J f)f, (-~~(;(,<'' r"I.)IJ;• .-.• ,--:1]' ... 1'-•<'I'T- IT. '\()C 1 ' . .!' G !'IJ\ GJ' T"l~ ' ' TIJ?' "'"1<1 1.'-' ,, fG ·'JG0 8G \.OIJ.f~.r; r rr r; l·\·:r r .. ~~T!i c-;q p/, I I. :--; (' \1 -r, i •llJ f-]' r,r.• T ; ~ ,") Tl \ T" .r.,.,.-TJi 0,f"(}Ll r. )r lJr·\ 1 • ';IJIJ' T·~ v-:[1) T•J'" (;()lJTTf.!'l "T•JJl fj<•r,Gi r~r Til\T~ · 11' . GLllJ2 :•. Tt' [ lJT'' <'' 111 ··<-r.o<:u,.. ,\\'TT ·r; H,G?r;I;rc:-; u G ·lr ... IJ' ~ c()' ,-., 11 r:ror'!D.r-Tll ~-, :Tr; I r? rl --r.; II\ T r G ;{fi(?T~ fGT1 •J ·Trr: l)T ~t .. ?· ru · ... •JIJ ;-:1H u~ 'r '( 'lT ')!•i•lJ n• f'·•_.,?T ·rr-:;rr;~1PGf1;) I . 2 T~TG(r l'GT", J· .. i cq r 1J0 LTIJ• T ~I(). TGG T? I (; r,r; ' , T, r.u r·· 'l r '}\.'11J '}" p!"(1::'T (' .. :·G;-;tt rr I"'( t)~ " JFIJ,ICJ: ')l ·c' .. -:, '. :~r r~J: ) • " : · ' r) !l -~ , 1 <:.T' . .T . . ·I-, '}f'i T •• • ' 'i. T l:f'r Cl,: I)\:' r,:' ~ r.nn ·J. ,. I ~r)r:1r~ u T • t ' J r.nn·~.' .,I:, r:t;!rJ• ':JV n,v;--: 01 ·: • 1 IT'c:·: .r: cr'! L.' \' ,J r~r~:> Ji.r· rr I; IN THE COURT OF COMMON PLEAS OF WASHINJ TON COUNTY, PENNA. IN RE: ESTATE OF JJOHN B. BADZIK, ~ Deceased. z ~ .J > CD z z Ill II. i BEEORE: e " z i CD <1: 3: ..,: APPEARANCES: .o 0:: ... Ul Q .J <1: o TIME: Q :;) ., :t 1:. Ill ui ORPHANS' COURT DIVISION No. 484 of 1970 HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, Judg~ of the said Court. ARNOLD W. HIRSCH, ESQ., of Donora, Penna., representing the Accountant. Monday, March 15, 1971, at 1:30 o'clock P.M., EST. ~ THE COURT: Number 484 of 1970, the estate of John B. Badz k, 0:: 0 II. = deceased. The Executrix is Jean J. Badzik and the attorney is ... 0:: 5 Arnold W. Hirsch. Mr. Hirsch? 0 ~ J ~ MR. HIRSCH: If Your Honor please, I have here all the necessary II. 0 papers in this estate, including a Federal Estate Tax Return. A Return was required to be made, although there is no Federal Estate Tax due. There has been a payment made on the Pennsylvc: nia Transfer Inheritance Tax. There are no other debts outstanding, no other claims against the esaate. The balance for distribution consists of 49 shares of common stock in a shoe store which was ,--------------------------------------------------------.-------, 2 -if-~.~~--~~--------------------------------------------------------------~------ o( z ~ z z Ill Q. operated by the decedent, 33 1/3 shares of common stock in half of a building which is valueless and an Officer's Loan payable from the shoe company. The Executrix is also the sole beneficiary and she has elected to take all of the assets in kind. As a rm tter of fact, a voucher indicates that she's already received the 49 shares in the S & B Shoe Company. She will advance tbe costs and pay the balance of the Inheritance Tax in order to maintain these assets in kind. i e THE COURT: Is there anyone else in Court interested in this Cl z i: Ul ~ ti ~ decedent's estate? ( NO RESPONSE ) ~ THE COURT: The audit of this account is mar ked closed by .J o( u Q :I ., ~ -til ui 0: ~ 0: 0 Q. Ill the Court. (AUDIT CLOSED) I hereby certify that the proceedings and evidence are contained 0: 1-fully and accurately in the notes taken by me on the hearing of the above 0: :I 0 ~ cause, and that this copy is a correct transc'ript of the same. ~ 0 ·d/ II. ~!a--C.A _.(_ {) P.__ ~Ar l-MAA .l 0 _ ~fi~ialttenograpber The foregoing record of the pr ceedings upon the hearing of the above cause is hereby approved and directed to be filed. J. f ' ' ! .; : •' J '} . ', ., ·, '· l .. -' ~ .. J cJ ·•· ~ l t •i ' d -. .;•J: "' --_, ·.:: . > rr. :::0 (/) -:· c· ~ (... I ' ~I.' -o .._, rr' :::0 -: '~ . ' .. · ~-·-· j d --i ;:) L L.-) ' ) " '"'t'J .i-t :"") :I: J .. 0 ,{.• r-!""--u r-0 ( . J>'.Cf} _:;;;_- ·-· J_ -'., In tqt atnurt nf atnmmnu Jlrus nf llusqiugtnu atnuuty. Jruusylnuuiu. ®rpquus' atnurt ilittisinn ESTATE OF No. 63 ... 70-484 John B. Badzik deceased In the matter of the First and Final Account of Jean J. Badzik Executrix ADJUDICATION AND DECREE And now A ril 19_11_, this matter come on for hearing, audit and distribution at this session and testimony t ken;' and thereupon, upon due consideration thereof the baBq_nce for distribution in the hands of the Ac.countant. is deterll'!ir:ed to be $ 27,539a Its and the account is accordangly conf1rmed; and 1t 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 flied sec. reg. or on appeal be token herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account, ________________ _ Balance ____________________ _ Deduct Clerk's Costs & Receipt::.--------------- Attorney __ ___;A==.......:rn~o .... l~d_W.u...A,ft_..,H...,i..._r.w.s.w.c .... h _________ _ Russ..e~l Marino, Agent, transfer inheritence .t;ax,-~ Qontribution to maintain assets of estete i,.n kind, .J~an J. Badzik, widow, residue, including Voucher for 49 shares S & B Shoe Company stock @ $24,500.00; 33 1/3 shares Webami, Inc. at no value; Officer's Loan Payable from S & B ,Shoe.Company at $3039.88; held in kind and distributed as such at the value as shown, per election filed, credit to be taken by the accountant for items advanced prior to distribution by the Court, q49.o6 482.$6 9.88 No balance J ) ) , .. .:;T. OJ ~«: 0 .. .J 0.. ~· ~..: • ....J :; . c, . ·•t ~ J c.... ----;""' . ) c -, ~-c. ; ..... ~l ·-:~.· 0::. v') (..) 0-"' :I: == :...::J 0 '.f) a::: w 4: c::: ?:: t ' , I • ' r • r :--... 1' \ ' ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN B. BADZIK, DECEASED. NO. 63-70-484 ELECTION TO TAKE IN KIND I, JEAN J. BADZIK, Widow and Sole Beneficiary of John B. Badzik, Deceased, do hereby elec.t to take the following assets in kind at their inventory value as part of my distributive share in said Estate: 33 1/3 shares Webami, Inc., Officer's Loan Payable from S & B Shoe Compani, Inventory Value $ 00 3,039.88 $ 3,039.88 WITNESS my hand and seal this 6th day of March, 1971. Witness: J "J J.~ 1 • y l/j[J( :J ':lul ;v '_._(, J IT9 •:-ri ·__;_:, _ _;: :)~--- :c: r-.. LL (f)<!: 0_!0- .. _l '.J L~ _.. .. :::: -o~- >c Ll-~ 0 .,___ 0 ~~:; !-- .... _) ~ ' ,. ... r-:;i:.: \/) U) . ....,. .... U) C) U) :::J 0::: u.J or.:.{ c.:: -. > , • c.JITI '; e ....t.ftl ::._, I .J ' 'l tl I-~ 'll_ '·' .u. f, J •l• , ·,r.,,, .. c. .L :1 ~L ci ., · ·r, L ·,:di'I. ·;-·. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN B. BADZIK, DECEASED. NO. 63-70-484 RECEIPT I, JEAN J. BADZIK, Widow and Sole Beneficiary of John B. Badzik, Deceased, do hereby acknowledge to have received from the Estate of John B. Badzik, Deceased, 49 shares S & B Shoe Company stock, Inventory value $24,500.00, as an advance on my distributive share from said Estate. WITNESS my hand and seal this 3rd day of March, 1971. Witness: (SEAL) J l 1 , '_ 1 1L ..._ " ·, 1 .L...~~ . !. .. ~ "1 ... l.L I...,I .1 • l lc l v \ L l .r l • u .1 u lo' ,, -~ ' ·'· _I) L. nl .. I•. n ' • _j I. ( I • ~(, j ·IT .d ) -.! ( ; ,) ,_ -.:;:r ' .L ,:~ .L [1 oJC.. c <J) .a: 0 _l 0- ·~,t. I ---~ ----0 c:: ::-~-Q ~~ ·c:;,..... {;:fi, t"-~ e--: ·' '1 ,. ·'' ~. . .. /> IN TH~ CCU~~ CF CCMMON PLEA~ 6f ~~8 M*P~~~,c8H~~t'bt~sfbMANIA. NO. 63-70-484 IN RE: ESTATE OF JOHN B. BADZIK, DECEASED. PAY TRANSCRIPT ... --~~ t; - -~-\. . r '· -..:: ~ :~: : ;:_;, -- ;:, i----?~ (/) ~- ... -~-----.: -.... ,J I ' .. -..> '-1 "--:1 ARNOLD W. HIRSCH ATTORNEY AT LAW 534 McKEAN AVENUE DONORA, PENNSYLVANIA 15033 ~~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JOHN B. BADZIK, DECEASED. Balance per Account, NO. 63-70-484 PAY TRANSCRIPT Contribution to maintain assets of estate in kind, Balance, Russell Marino,Clerk's costs and receipts, Russell Marino, Agent, Transfer Inheritance Tax, Jean J. Badzik, widow, residue, including Voucher for 49 shares S & B Shoe Company stock @ $24,500; 33 1/3 shares Webami, Inc. at no value; Officer's Loan Payable from S & B Shoe Company at $3,039.88; held in kind and distributed as such~ the value as shown, per election filed, credit to be taken by the acc- ountant for items advanced prior $27,539.88 482.56 $28,022.44 to distribution by the Court, 27,539.88 --~~~~~~~~~~~~~---4 $28,022.44 Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSVL VANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the Register of 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 _ _Inq~ritllnce __ lln!l.~E.!!tate _Tax A.ct of 1Q61.) .::~:_:~N~~=i!;~i!~:::~:::}~ State of ................... Penn~_ylvani.a .......................... ,., ................ :.} ss: county of ........... Wasbl.ngt.on .................................... ., ................. . ................................ J~-~L..J.lP, ...... JJ.AP~l..K, .. , ................................... . Eueutor of the estate of the above-named decedent being duly sworn, deposes and says (Month) (Jiay) ........ ,., 19-ri{~;)··· .. •{ ~~aving a last will, copy of which is hereto attached. _} .......... A.P~~+. .... ?..§.:t=.h, .. _ Name and address of attorney or} ' other authorized representative to -~· whom all correspondence should be_ mailed. ........ A~n9ld . w.. Hirsch., .Esq ... , .................. ..... .............. ..... ..... . . .. ...... ... . ...... . J?.Q.Box 34-l, Donora, .Pa. ---·······················-·····------·······---... .. . . That as such ............. E.x.ec.u:tr..i.x. ........ deponQnt is familiar with the affairs of said estate and the property con- < Jo:x.,cu tor-Adm inistmtor) 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 ~ointly with, or as agent or deputy of ar~Qther, or in. decedent's individual name, with right of access by another a~ agent or deputy, with the exception of the following:~ NAME AND ADDRESS OF BANK OR OTHE~ JNSTITUT101'4 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE ~~POSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ---· Mollnn N::at-inn.::~l J:\ank and TY'nst-~-., .lnhn R RJ::ld2."ik ~-Wife Jean .J.. Radzik --- .. ·-- ---- That the contents of s~id safe depQsit box or boxes are itemized under Schedules ________ of this return, with the exception of th~ followlngt for the reasons hereinafter set forth: That Sc.hedule A attaqfied qereto an<\ made part hereof sets forth full v and in' detail all the real property in the Commonwe8.1 th of Pennsylvantll 'Or ~hich decedent died having an interest therein. It also sets forth the mortgage emmmbrances upon each parcel of real property at the date of.·d~ath, giving 'the amount still due at death, name of mortgf!.g~e, date, rate of interest, and book af!d 'r:~~-~f-r~co~a thereof. It also sets forth b~ the columns pr-Qvided therefore the assessed valuation.~or·~ach of ·said'·- parcels, the estimated market vaJ,pe thereof as of date of death of decedent. ' __ ·.: ::::l · · .-· -: -.. : -. That Schedule B attach~d hereto and m~de part hereof sets forth fully and tn:_ d¢,tall all pe1•sonal property wheresover situated ownel'l by the decedent at the time of death; all moneys left b~·the de~edent • at the time of death, whether in decedent's immediate possession, standing to decedent''s. c;.edit 1~ ba~ks of depos1 t, savings banks, trust companies, or qther institutions, whether 1nd1v1dually, 'or, in trust for . '. any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day p~~~r-t() _d~cedent' s qeath in the CM!e of savings banks' and tot 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 ~he United'States to the decedent! 1111 obligations, Whether by statute or agreement they are designated as tax free, of. the United States, or any state, or political subdivision thereof, or of any foreign country, whfch are own~d at the time qf death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art~ household furniture~ horses, carriages, au_tomobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of aU 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 q1,1,ture,. w1 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 briefly the reasons for such depreciation· as to each 1 tern; 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 1nterQst 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 bf death. ' The Schedule C attached heretoJ and mad.e' part hereof se·ts 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 possessio!':!" or "enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred' the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfe,rs~. In th.e ,ca,se o,f transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the sched~le;~ ~oyy 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_person!!-1, wit:h· its value, which passes at decedent's death by virtue of the exercise by decedent, either'individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, c .. '-. --• ........ • ! with a copy of the instrument creating such power attached to the schedule. i 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' :;L~eath, J~he 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. .l 1 - 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 charge.able 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, the.t if' the amount actually paid in settlement of any fee, commission or debt is less than the estimated amo-unt claiming and allowed, that the same will be reported to the Register of Wills, and that the amounsof tax assessed can be reassessed in accordance therewith. That~ the·. tctals ~f the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried.forward and properly registered in the Summary. Subscribed and sworn to before me this ......................................................... day of ......... N..QY.~!@.~~ ................... 19 .... 7.9. •. ~J~~ ........................... · .................... H\RscH·~ .. N~ta~···fiubit·c· .................. .. RENPt F Borough Washington County I Pa. Donora ission I Expires Feb. 2, 1973 NOTE: Before sig~gC~~~davit make sure all blank spaces t:R.~~~----- .............. ?..~.~---~~-~~.!ID. .... AY.~m~~.:t ................................... ~ ... -.. -.. (Street Number) · . ............ ~.?.~.?.::.~.~ .... -~~~ ............................................................................. .. ·(City or Town and State) 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. ~-h------------------------------------~ RCC-34 (1-64) COMMONWEALtH OF PENNSYLVANIA DEPARTMI!NT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE 11A" 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 (1) (2) (3) described by I at and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent: Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. NONE Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. ftCC -35 COMMONWEALTH QF PENNSYLVANIA , TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.Q.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e, g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, " stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership i?terests, interest in anyundistributed estate o~ or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. ----~-----,·--------------------------------------~----~~----------~--------------- Item No. 1. ITEM List and describe fully 1964 Plymouth Coupe Automobile, UNIT VALUE 2. Commercial Travelers Mutual Ins.Co., refund of unearned.premium on accident policy, 3. 4. 33 1/3 shares Webami, Inc., common stock, Certificate No. 2, (a corporation organized under the Business Corporation Laws of Penn- sylvania, having its principal place ofbusin~ss at 590 McKean Avenue,Donora, Pennsylvania.) ESTIMATED MARKET VALUE ~L I 11.08 .. 00 49 shares S & B. Shoe Co. common stock, Certificates #4, 5, 6, 7 and 9, (a family corporation organized under the Business Corporation Laws of Pennsylvania, having its principal place of business at 584 McKean Avenue, Donora, Pa.), ?.~.~00.00 s. Officer's Loan payable by S & B Shoe Co. to decedent, Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. oN~"' 3,039.88 X X 2 7, 950.96 DEPARTMENT VALUATION ~ltein ce) -·~· ;I. 0 ( RCC-36 , CO\~Wl\1'\K\LTH OF PF.NNSYLVANI A_ TIL\NSFF.R INHERITANCE TAX SCHEDULE "C" TRA_NSFEllS ~~SIDENT DECEDENT ( 1) (2) (3) Did decedent, within two years of death, make any transfer of any material part lfohis estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) ________ _ 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) _..,N""oL--- 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) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ____ _ (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e-an-d--adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _______________________________________________________________________ ~--------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) -~N~ou-~-- (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)~------ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any, trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) Rcc.:.sa CQMMONWEI\LTH OF PENNSYLVANIA TRANSFER INHERITI\NCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "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! Unit percentage Estate Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. ! !.House and Lot in Carroll Township,Wash- ington County,Pennsylvania, being Lots 4S and 51 in First Addition to John G.Sampscn Ridgeview Terrace Lot Plan, 110' x l48.3S'. Being same premises conveyed to John B.Badzik and Jean Badzik, his wife, by ? Deed of Robert W. Keller, et ux., dated May 19, 1958, and recorded in Washington County Deed Book, Vol. 1019, page 348. ~ 2.Savings Acct. #1847, Pittsburgh National ~ Bank, Donora Office, in names of John Bad-~~ zik or.Jean J. Badzik, his wife, $2353.8~ 1 3.Savings Acct.#65-l8669, Mellon National Share Valuation Bank and Trust Co., Donora Office, in 1 ~ J&:7f ... ./ names of John B. Badzik or Jean Badzik, ~ his wife, $1148.56. 4.Checking Acct.#2ll-l564, Mellon Nation,~ ~ ,~ Bank and Trust Co., Donora Office, in ~~ names of John B. Badzik or Jean J.Badzik, / his wife, $1149. 86. ; Vy . .<.,. ~ -, 5.10 shares Allegheny Power System,Inc., ~ common stock Certif.#.A060248,@20.75,$207.50. I L/ . 6.U.S.Savings Bonds,Series E,_ owned by Johr. -~ B.Badzik and Jean Badzik, his wife,-. $1000 -ll-20-63 M85804319E, $941.60/./ $1000 -12-26-63 M85604803E, 943.60 $100 -12-61 C420867095E, 104.16~~ $50 -9-61 ? 51.94-./ $2041.30 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of' Entire Property Value of Decedent's Interest I .. .. \ . J • ' I J \ ·. : J ' . ;., ·. wi'!~AIOII 1/tlhR_PP~Ai&~ "1 .. Form 1120 (1969) ·. I . 3-3/-70 lchedule L-BALANCE SHEETS --/J-: Ill~~~~..._ •. Pa&e 4 .. . Beainninl of taxable yeu En" of taxable year .. ASSETS (A) AmoUnt (B) Total (C) Amount (0) To-tal __ _ 1 Cash • ···-······-?(..?..t •. 'I..<J....... --. .. J _._.r.._[1 •.. 'f.:L_ 2 T(:)cd~=t:0:::c~~d :~=~k) : • ..................................... r-~ B ....... ~\r--.. -- ·: ~:;~:~::tion~ •(a)• U.S. ;,, ,,..,,;...,,.;,. : ='5;;;.::~--;.:: { . ;;;_ =::::=..--:::::::::== • c:IO' c.! ·-·-··-···· · (b) St~to, subdlvisiOIUI thoroof, etc. • • ..................................... --..;;) · 5 Othor currolt 1f.C~ ~~~~AI~uk,) • . . ..-.... .1.,4L«..:;/.L....... ~::.:J.;.iJ..?t.:J..:=j.L: . G Loono to stockholdQra • • • • • • • .. ............ ·-·---·-··-- , 7 Mottscao and rool oatcto loe:nA • • • • • • .................................. . 0 Other lnvostmonto (etttch cchcdulo) • • • · ; ' --·-------·-·-------·-- . D Oulldlf1811 end other fixed dopreclcbb c:oetu • • .. ~ .. :b,.£f..'}f!. .. 7..f..... ('_ ... -.L:.77, .r..l.Y..:J./._ .. · .. (o) ··~· •· ...... do-a t1 ~,;. ·,: •1 =14 . 33 8 I~ _./ L v1 8 . UlRiKt cccumu~ .,._ ........ c on ' • • • ,. .. ~ T I d J ---..-• ..,_ .. ...,_ ·-··.. -,.. a .It· ~~~ eoGCtQ • • • • • • • • • -····-~-·~·-·-t·-·~-. ----' -----1 (o) ~ eccumulctod doplation. • • • • 1-------1 u Lend (not ot cny ~tlon) • • • • ' : :::=::ri:i::i::ie:::_ 1:.. 11\tcnQibkl· r=cto (c~ only) • • • ~ .. -~·-·-.. -...:.. .. • .., .. ------1 ~-~~I~~,~~~~~:~--.. -----+---.. ·-:;:Ci'b-:-o·o- . ,1,. T'otcl ~ • , . . • • • , • • • • . . . I Y -t 1r -r. q 7 , tAD~Lilltn AND~ nourrv u ...,. porcbb • • • • • • • • • I& ~~~~In lcoo then 1 yr. 17 ~er ~ Ucbilftl::l (Gttcch cchcdub) • 10 :..opno fn;m ~ • • • • • • ' 1D ~ ""'co,~~ u, 1 yr. or maro. 24) cu.:: ~ ~ ~ulo) • • • • .. ......... -.. l.B.£.12..t .... _ ....... f.lr.,..Y.JA.t?:.~.Q..~- ·:-·-··~·--·-·---·--.... ~-·-··-··-·-·-··-·· .. -· ... -·-··-··------1 aJ ··~·~·'(()) ~otocll •• ., • --·-----·-·--·--------- • (b) ~ otock • • • · /C tio o. •, ....... J •• £;D .. P..i' ... ~.P. ..... 1_~/:.:a~-t;.,-o:..;o~g~o.l'.~--I-~/.J(r.,..::o~c~c;... _::c~o:::... = "ofd·':D r1 ~ awplus (q~ reconcillotioA) • -·-······-··-··---··-...... . ~ ~ = c:n:::;-!,7::~. ~) : =]j:t:i.?..i,:~:~J::: I ;, ~ l.e:'lo co:st Df ttoeo&l~ ~~~ t., ! t t t o ( ) .. ,. 26 T~l llebilltb end ~~Ill' CAU!f,Y ; • I V 71 r q '("' Schoctulo M-1-~ ''ll'JOti Oil INCOMf; PER:iOOKS WITH lNCOM¢ PER RETURN 1 Net ~ per~ . :, • , . . • • .... , .... l.,.r.X.!I.:iJ..... 7 lncomo rocorde<l on booko ttlfo ~r flat e . a .Fedotcll~ tox • • • • • ' • • .................................... '"'*~dod ·~ "''II rctum (itomlzo) I ! .. ..:;·D .~t~:cc:::o e1 copltcl ~ ~ ~~ fU!ffiG • ----------··--· («!) TGX-oxompt lntorcot $ .............. -..... . -·~ T~ 1ncotr10 n= ~· q ~ ~ ~ ........ , ... _ ...... _ .. _ ..... ._ ...... -.············-....... ~-· . yc:r (jtcmlzo) ~~:...:. .... -........ _... . ...................................................... --. ·------- ~----·---~~-.... , .. _,.. ............. -........ .:... . .............----······ 8 Ooductions in this Jox rofW'fl nQt chcr8ed aiGinst boot< incoJ1lO thfo ~r ~Jt4)~) p ~noco ~ ~·~ Jhlq ~ ~ ded~ In \ttiO ~(I~· (' ~ ~~~ . ; ' .. ;~-......... ._..... r.. Ot> ~~mt • • ·~: 't\:.....,.:_. ____ , (1) OePfectatiQfl • .~ ..... -........ ...:.-..... (II~ Dopiotlon ; • , ..... ..,........:.,.........__ ;·17'"·····,··--·············-··-·_.·--··----.. -----· l ~tli'CIO et bc:llMI"CJ ¢1 ~ ·• , • • , .. JJ..i.S.L?~!.~J.. 5 Dlstri~'4ion1: C~tl C411l , , , , ~ , .~ ............ , ............. _ ~ Net lncomo por IHiotlo , . f , , • , , • ···----41-xt:~j}... 'b) ~m:~ T • , ; , .• ,.. ..... --................. .. n Othor lnGroooct (JtclniZ::I) ..... , ......... ___ ,.._,. (c) Pn!P~=~I't¥ • ' • • • -·---·~-.. ··-··---··- ...___._ ........... ._,~ .. -_:......................... ~ ~hpr dtlllrii'IIOII ~~~fniiO) , ..•.• ,,.._., .. _;... · · -..,.._...-.._...._..,.'!' •. ., ...... """" ........ ., ..... -.... .... .., .. -... , .. ".'""., .. ,, .... -............... -........ ...,.~ --·--·-------~ ..... ,.,.,. ......... _ ..... -.. --. • .. .,,,"''"'"••··--, .......... , ........................ -...... _,..,.f _______ _ { I q , g 4-. Ll'l J ! f!«~JanpoT:{~n~1J'1:crfSctf;: ~~q ~; : ·( 1 &f. 7 iii. ~q 0 ....... .,...._ .. -.. ---~·tt··~··~,.-··---··-······· 4 · Totcl of ~ ~. 0. Qtlfl II • • • ' .. •. P. A. LOVE & COMPANY . ' I ~ A SfiOB COKPApX in A l. A M G B S Jl. K I '1' M A J1. £A 3 l, 1 9 7 0 I A S S £ 'tJ. in ~nlt-Pittoburf3h Ootioa!ll lklah Coob tn Bonlt-~llou notional Book Coob on Bond Accounto Rocoivablo t:::lrcbandioo lwoutory Prcpc id lDOUOUO Propoid Corporoto Tonoo 17urn1turo oltd l7tnturoo Leoo; McUEIIUlotod Doproetoti.on nocnclo liDO nnn.& ~cuoulotod Daprociotiou Auto Equipte:lnt L?oo' ~uoulotod lbprocf.Dt1on $ 75.43 1,421.78 109.00 5,759.60 4,412.20 4,765.60 ; .. ,367,40 2,900.00 1,200,00 U A lU Js..U J. R S hlcevct.o Poyoblo-Yrodo Dotoo Poyo~lo~llou Oot1~1 Doah ~ &tpgr:iUl}. Uont Lo gDl od Ac:couDt 1118 t:::::lOO to:oo HitbholdiQQ ~onoo Collected J(onnoJhOat£1 So1oo Tonoo Colloctod Coc:mon Stoclt, 0100.00 Par Voluo SO Uharoo Authorized, too~ ant Outoto~iDG tlotolcod BornintlO, January 1, 1970 LQQg; Sboroholdcro ~iotributod Tnxob lo lst:oa::::J Looo f~r Quortor January 1,1970 to 1 March 31, 1970 $ 70.00 125.00 305.43 26,395.05 6.088.11 20,306,28 396:35 Exhibit A. $ 1,597.21 4,07S.60 43,002.65 1,053.80 127.6§ 1,347.40 398,20 1.700.00 $ 14,316.67 9,500.00 500.43 295.84 34.91 nota: Subject to co~nto of letter attached, L ____ .... ----- $ 49,856.94 3,445.60 $ 24,647.85 8,079.76 h RCC-37 · (•12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT . '-' BENEFICIARIES AND ADDRESSES State full names and addresses of ~ll ' ' who ave an interest, vested, contingent or other- wise, in estate) r-l'?l. \, ""f·~~, ~ . Jean iJ. · Badzi:k· .. -... ' ' '· ' '~ f)\ t;RU Mr•Kean' AvF>nuP Donora, Pa. ' . SCHEDULE "D" BENEFICIARIES RELATIONSHIP (If step-children or SURVIVED DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Widow Yes Entire Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ,---- Will . t No. ~~ Year .l.9.7.0. P.J THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF .,JQ~ J3 .•. AADZ.:II<, Deceased Late of . .Carroll. Township ..... County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ·'Vd ··oo t;OJ.::JNIHsv,~' Slli~\ .:!8 l.!3.!SID3U 0 N I '! ·. ; , -~ I~ :: ~' n i:J 8h 2 UJ L 'lJQ 'II "' l -·' 'G .. , -· . I ... . ' l . ·-~ I ~ Arnold w. Hirsch,Esq., Donora. Pennsvlvania. . (Executor-Administrator must complete "As Reported" column #1.) CJ a "' "' .....:J ~ ~ Cb M "' .... !>:> ct ;: .....:J '"d ::0 ... (I) (I) § ;;! e. "' 0 ...,.., ::s '"d (I) !>:> ... ... -0 "' "0 '"d (I) ... ... .g ~ ~ ~ en c::: ~ ~ > ::0 w~~-< n n ?"' ?"' ?"' c) ~ > ;: : • ""->-0~-*'*'* ll>' : ~:~: a--:w : : : ::0 ~; . :o (I) -;::: o 0:1: ~ :O ":! _ =· . 0 . . ..... . . . ...... ~ : ~ .~~:~: ~: : ~ :· : . : rl.! . ~:-r: IS' .OO.OO~tF.>-Y!<""-> R.J: :~· > ""'J: "' u h' '""" . ~~ & <'ti'V L\: ..... _ ;~: 2. ::::! 'C). r. . '0 c.. II'. Q'-\ .. II .i RCC-81 (2-64) COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Jean J. Badzik (Executor~) IN YOUR REPLY PLEAOE REFER TO 38-71-1 In Re : Estate of __ _:J_:o;,:,hn~...::..B....::•_B...::..a...::..d...::..z::.ik::. ... ________ --'-- ----~.;..;.;la""'s""h~i~n~gt=on::..:_ ______ County -File No. 63-70-484 Dear Mrs. Badzik, You are hereby notified that the original appraisement in the estate of _____ ~,J~owh~n~B~a~d~zl.·k~----------------------- has been filed in the office of the Register of Wills qf Washington County on January 15 , 19~. Said appraisement reflects the following valuations: Real Estate __ --'---------------~------ Personal Property ____ ~2~7~·~5~50~·L9~6~---- Transfers ___________________ ~~---- Total -------~2~7~1~5~5~0L.9~6~----- 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 ____ ~J~a~n~ua~ry~l~5,~1~9~7~J~-------Signed Title ALFRED TOSI1 JtPPRAIS:&'t I DATE OF DEATH: April 26, 1970 Note: This is not a bill. j ; ... ~ . . . .. (File in Dupli~ate) COMMONWEALTH OF PENN~YL.VANIA DEPARTMENT OF REVENUE HARRISBURG , Director Bureau of County Collections Department of Revenue Finance Building Harrisburg, Pennsylvania Dear Sir: Re: IN YOUR REPLY PLEASE REFER TO Estate of -~J~o~h~n:...,.!:=B..;..•..,...::;::B:;:;a~d~z~i~k,___ __ Date of Death 4-2b-7U County of 'tiash.i::.n:-.:g::~..:t::-o::.:n~-=-=--- State File No. 63-70-484 Pursuant to the memorandum of February 25, 1958, concerning valuation of closely held business interests, I herewith request your advice concerning the value of the following: A. Corporations NAME OF CORPORATION BUREAU USE ONLY TYPE OF NO. OF INVENTORIED VALUE SUGGESTED VALUE S~RES SHARES UNIT TOTAL UNIT TOTAL 1· S & D SHOE CO. (Family Corp.) 2. Comm 49 $500 3. 1. 2. 3. B. Non-Corporate Interest TYPE OF BOOK NAME OF BUSINESS ORGANIZATION BUS. ORG. VALUE INVENTORIED VALUE SUGGESTED VALUE Remarks: above a assets. ne.l~~Ls~'t.lw. available financial data d I await your advice before ~ppraising for all requests under "iB"' any of the above described l r:r;~o~\-ltD BY ~-L. v I -) '3 _. -"'\..._...--- ._ ·~ ~., ~r:·~ll!~fP.,. ..... ~ _:-~~~·::-n~}""'~¥' Very truly yours, ~-/~-<---' Inheritance Tax Appraiser County ofWashi ngton Fo:nn I L~, L ·":~ · -~ · ·• -•. .~., .. s •• m...:U~ Rcc -47-R[ e R :<t E c1o R • ~-~---·--=··"'-·-=-------~ .. I I .... al. WJ azz, 01 :no SHOlLJ 3l.l03 ltlHIHJJ iO OV3~dJ9 f13At3J3U r-· MAILING ADDRESS Box 341 DONORA, PENNSYLVANIA 15033 Inher~tance Tax Division, Washington Trust Building, washington, Pennsylvania. Dear Sirs: ARNOLD W. HIRSCH ATTORNEY AT LAW 534 McKEAN AVENUE DONORA, PENNSYLVANIA December lOth, 1970. TELEPHONE 379-5200 AREA CoDE 412 ESTATE OF JOHN B. BADZIK,DECEASED. In the above captioned Estate we erroneously listed as an item owned by the decedent a 1964 Plymouth Coup~ automobile valuing it at $400. We have since determined that this item should not have been listed as a personal asset of the decedent. Although titled in decedent's name, the listed automobile was an asset of S & B Shoe Company, a family corporation in which the decedent was a principal stockholder, and it appears on the balance sheet of that corporation valued, incomprehensibly, at $1200. A copy of said balance sheet was attached to and filed with the Resident Decedent Form in this Estate on December 7th, 1970. Kindly advise the undersigned as to whether or not this letter will be sufficient to eliminate this automobile from decedent's taxable assets. It is our intention to remove this item from the assets of decedent's estate by an entry in the Account of the Executrix to be filed shortly. Very truly yours, (j) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Bpcl~;i k (Last Name) .Iohn (First Name) B;. (Initial) SUMMARY DATE OF DEATH 4-26-70 REPORT OF INHERITANCE TAX APPRAISER FILE NO. 63-70-484 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~'Iashington 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: 1-15-71 /_9-kJtr-7/-/ ~ ~~ ilt,,~ iNERJTANCE TAX APP~AiSER . REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $ _______ -I-_ 27.550 96 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $-------4-- ESTATE TAX ASSESSMENTS $ _____ .L__ ?7 t:;t:;O qb FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ ~ Tax on $ ---------4--f, 6% ? $ ________ -4--- $ __________ -4---- Tax on$ '"5% $------------4---- Tax on$ 10% $ __________ -4---- Tax on$ 15% $ _________ -4---- &~pti~s * Total Estate ---------4--- TOTAL TAX $-------~- Less tax previously paid $=======+== BALANCE $-------+--- Less 5% of tax if paid within 3 months after death $=====~== Add interest at rate of 6% from --------to -------- AMOUNT OF ESTATE TAX ASSESSED $-----------1--- Estate tax paid $ _____ ---J __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $-----~-- Add interest at rate of 6% from -----~10-------$-------4--- 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 Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . J.OJ:liil I3 .•.. I3AD.ZJ:K Deceased Late of .. CARROl~ . Tlr/P •.. County of \'lASHING TON Commonwealth of Pennsylvania REPORT AND APPRAISAL i . Form RCC-2 . COMMONWEALTH OF PENNSYLVANIA DATE . ...... Janua;r.y .... l.5., ...... 1.97L .......... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ....... W.?.:~.h;L.pg:t..9P.: ...................................... .. COUNTY BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO ......... ?..3...:.7.9..:~.?~ ................................ ············ Whereas, ................................. J.ohn. ... B. ....... flg,d.Y.t.~ ................................................................... late of ..................... Qg,r..r.91l ... TY'l.P.L ............................................. in the County of ............................... JV:a.s.hington ................................................................... Commonwealth of Pennsylvania, having died on the ...................................... 2.9.t.h ............................................ day of .............. Apr..il ............................................. 19.79 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ALFRED TOSI 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 inheritance taxes at the lawful collateral rate on any such future interest. and assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ PRRSrNAT: See conv attached to appraisement -Schedule "B" 27.550 96 I I Tntal 27.55~ 96 I .. . . Q ., .. - L ,, ... , Having been duly swo.rn according to law, I do hereby cert' formity with law on this ........................ ./.5."...x:..l....t. ...... day of ............................ . that the above appraisement is made in con- .\.A--«o~ ... ~ .. ·:·.·.·.···.·.··z:~:::··.·.:·.··:·.·.· .. · ..... ·.··~·~· Apprataer ?_) (lfumber and Street) .......................................... ~,;r-~ .. ~ ....................................... , Penna . ...... .. --, W6.t-om;,~~ Wa9hington County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of John .. B •... Badzik. Deceased. Late of .Gar.:r.oll ... T.w:p •.................................................... Date of Death, ........... 4:::.??..-::7.9. ...................................... . AppraisemeHt Docket Vol., ......... .J.f3... ................................. . Page, ........ Tb~+. ......................... No ... : ...... 9.3..~7.0~4.$.4 ....... . Filed in Register's Office, ...... .:T.® ..•.... .l.5 .......... 19.71 ... . Amount of tax due, $ .................................. : ................................ . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, "- '. \ OF OFFICE OF THE REGISTER OF WILLS Washington couNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN j THE SUM OF ............ $ ~7.?)<? '( (t-7-7( 1 .......................................... . AND AGENT OF THE COMMONWEALTH ESTATE oF -~J.wO~HN...,. L......WB'--.__...BAI&Uo!D:6o<Z...,I....,K.__ ___ LATE oF _ __:C~...aar.&o.:.rolo....J;tol ...... l_T.....wown.u.u.lliiJ.s~h ... iJ!'p _______ _ 12-7-70 4-26-70 DATE OF FILING APPRAISEMENT _ __:;:.;;:__~..;._----DAT!i OF DEATH __ ..:...._.;:;...;;..__:_..;._ _______ _ DATE NO. OF o/11--A.A4/f.-..._ (if-~E _,~Y:lJ~ 4 ~./. d. nEMARKS _.,~OUN~ VOUCHIO~t Funeral1 Expenses~ --~ -v -·~o~v ··I 77 IJV I 5-::18-70 Lawson-Rabe Funeral Home Burial exoens es .. 1 nflfi nu. Allridge's, Flowers_! I 58 04 6-~3-70 Kurtz Monument Companv. Gravestone • 115 00 DPhr~ · 5-D5-70 Camobell Funeral Home Ambulanc.e. ser.:vic.e , ?C, no c._ _7n We:.~i-Pe:.nn g,. C'nlnmhi:::~ r.::::~~ Household _u-tili tv bills I ~q n? 5-tl6-70 Diner's Club. Bill of deceden~~ 791 82 6-4-70 Nemacolin Countrv Club Bill of de,.~=~r\ent J c,~ nR 6-D3-70 Donora Elks Club Bill of decedent ' 91 93 q_ i 1-70 nr Hal"n 1 n ~hPl"ld n Rill nf deC"Pnenr ' ::to nn 12 1-9-70 A.F.Kimel D.D.S Bill of de,.~:~rient 1 c; 00 . Elmer Stone Reoav loan C:,f.1.3 1Q t::.. )II. 70 T.U... M,.,.f' .... l 1 .,,... '~'Dv Coli 1970 Cai'.I'oll Rnad 'l'ax ~R t;l 7-P9-70 Malcolm Mor~an.Co.Treas •• 1970 Countv Tax. ~ 67 20 7-r.tn:• 1n Wm Mnl"nll,m T;:~"lC ~n1l 1 Q70 ~,..hnnl ..'J'_;;tJ(_ 210 07 . . 5-5-70 Russell Marino Re~ister~ Probate Will 20 00 Guv R Pl"oha:tP exnense 1C. An Washin~ton Countv Reports. Advertisement. 11.1. GO 6--70 Herald American. Advertis 12 so 12 ·7-70 Russell Marino.Re~Zister. File Inventorv and _Ba Let1:Pl"~ c;. t;.f} 1-:>5-70 Russell Marino.Register~ File Account_. 18 00 Jean J. Badzik, Family exemption 1 000 00 Rena F. Hirsch. Notarv c; 00 Arnold W. Hirsch.Esa •• Att-nl"118V 's fee ~ 1 Ql c; C,f.t. Credit bv S B Shoe Co !Ouslv li~t-crad automobile owned ~ --; in Inventory as decedent's, ( ...... ... 400 00 V] UY9 71.1. COMMONWEALTH OF PENNSYLVANIA }so: '-.. _,/' COUNTY OF Washington I, Jean J. Badzik HEREBY CERTIFY, THAT. TO THE BEGT OF MY KNO_WL£1:/GE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF AOMINISTRATION SwSMITTED TO THE ESTATE OF J12hn B. Ba.d~ik DECEASED. AS DEDUCTION$ FOR INi>t£1tlTANCE TAoX. PUY{POSES. 1~t fJJ ,_ ,' (L. S.) SWOR_N.AND SUBSCRIBED I!IEFORE ME THIS 26th DAY OP' ~ JeaJ.'Badzi~ ~-)f.r~~Y/W~~c2 ~ l ·' . H\RSCH Notary Public RENA F. . h ~'1/ash:.naton County, Pa. •····· Donora Bo~o~g, ' . i. ·A·" e~' 2 1973 Mv C:J}TI;;w;s1on f.ic.p,.e) f,.,J. ' -' ... 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