HomeMy WebLinkAboutOC1970-0522 - ESTATE OF FLETCHERPETITION SUR AUDIT
Testate Form j
IN THE ORPHANS' COURT OF WASHINGTON COUNTY ,
Estate of ............. ~-~'X ... ~-~---~~~~-g~~---····················· .. No .................. ?.:?.?. .......... ~.( ........ J~.?.Q ....... .
Fiduciary ... W:ilma .. J .•... Putnak,. .. Ex.ecutr.ix
Deceased
Date of Date of
Decedent's death ..... ~.P.?;_~! ... ?..~_,____1~.?.9 .......................... Grant of Lettters ........ J.~~-~---~-'-··J9..?.Q ............................ .
This is the ........... £ir.s.t ... and .. £inal ............................ account filed in this estate
If there have been former accounts filed in this estate, list file number or number and term ............ N.one .............. .
Election to take Date Election Place of;
Under ~will. (cross out one) Filed .................................. Record ............................. .
Name of surviving spouse .............. ~?.~-:: ................................................................................................ ~ ..................... .
List issue, where material:
Wilma J •. Putnak, daughter
~-. '··
Did decedent marry after execution of will? (indicate) ~-No. Any children born after execution of will? (indicate)
~ No. If answer yes, name them ................................................................................................................................ .
Legatees Relationship Interest Fiduciary, if deceased or not sui juris
Wilma J. Putnak Daughter Residue Sui juris
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
None
If partial intestacy, give facts:
None
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: ............. NQ~~---·····················
FilecopyofNotice September 1 1971 i
and date of mailing ................................... ~ .................................................................................................................... .
./
Is estate subject to the filing of a Federal Estate Tax Return? ........... NQ ...................................................................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax.· Amount $ .. J~9.~-~------··························-----··········
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant .... N.Qn~---······
Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account: $ .... 8.,.0.00 .•. 00 ............ .
Total additional debits (Add) $ .. _______ N.o.ne ................. .
Itemize any additional credits not shown by account:
Total additional credits (Subtract) $ _________ N.o.ne ................. .
Balance for distribution $ .... 8.~0.00 ... 0.0 ............ .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Real Esb.ate $8,000.00
...
If Family Exemption claimed by Petition, give place of Record: ................. N2~-~--------------------------------------------------------
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: .... ~~-~~-----------------------------------
List any advancement or distribution on account that has been made, and nature and amount of same:
None
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to take in kind if balance is not in cosh: residuary shares being stated in proportions:
Wilma J. Putnak Real estate
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
. sworn bemg duly ______________________________________ doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
h her to t e best of ________________________________ knowledge and belief.
----------~-Y?~~~--------------------------to and subscribed before
~e this·----~~-~~--da~-1---------.J.;-~Y./;:;z~---~-19.1_
S1gnature of Off~~~
Title of Officer ......... N.9.t~:ry ___ l?:u..blic; _______________________ _
Office expires ....................... -en:.~~~~-~~R~fliGTeN-Nf1rAw·········· uroD/ BDR!J''" , ' n r PUBlfC /J1 COMMISSION WH. WASi.'iiiGTON COUNTY
. 1RES AU&UST 19, 1912
................................. ~ .................................................................................................................... ..
..
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No. -----------?.?.~---~J .. J2Z.Q ____________________ _
Estate of MARY R. FLETCHER -.......... -----.... -...... --............ -.......................... ----................ -............ .
Deceased
Fiduciary .... J!:!-J~~--J.! .... ~~-~~-~.1--------------
---~~~~-~~-~!-~-----------------------------------------------·
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, 1.951, being
rule No. 9: paragraph b-e; 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 adverti.sement of grant of letters
if not filed with account.
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
10. Copy of Federal Estate Tax return if es-
tate is subject thereto.
Woodward and Bassi
Attorney
~2
1.:·~~ FO. l I . -· · r
'7 1 ocr s M'l 9 37
R U S S E L L ;.if R I N 0
f~EGISTEH OF WILLS
WASHINGTO~I CO .• PA.
IN THE COURT OF.COMMON PLEAS OF WASHINGTON COUNTY, PE~~SYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF MARY R.
FLETCHER, deceased . •
NO.
N 0 T I C E
522 of 1970
You are hereby notified that the First and Final Account
of the above-named decedent has been filed in the Register of
Wills' Office in and for the County of Washington, Pennsylvania,
on July 28, 1971.
You are further notified that final audit of said account
will be made on Thursday , September ...!.§__, 19 71 , at 10:00
o'clock~· M. in the Orphans Courtroom on the third floor of
the Washington County Courthouse, Washington, Pennsylvania, at
which time you are entitled to appear and be heard if you so
desire.
September 1, 1971
WOODWARD AND BASSI
by /s/ Lloyd W. Woodward
Attorneys for Estate
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3Jn tf1r <0rp {Jattli ~ Oinurt nf maa~iugtnu arnuuty
In the matter of the Audit of Account in
Estate ot MARY R. FLETCHER I No. 522 of 19_1_9_, A.A.
TO THE AUDITING JUDGE:
Enter our · appearance for Wilma J. Putnak, Executrix
~ ___ . WOOUWJ\RD~ASSI
b f\1\) 'X li --· y____1 ~ \d-..::;X.1/\..
16th day of September·
· N. B.-counsel shall, by separate paper, present a concise statement of each
claim, with supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state·
ment in that regard.
19.2!._
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 2nd. day of June 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
Mary R. Fletcher
late of Borough of Charleroi in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed) , was duly admitted to probate; and
Wilma J. Putnak rix
the Executot in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do
grant these LETTERS TESTAMENTARY, unto the said
Wilma R. Putnak
committing unto Her the administration of all and singular 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 r,ender 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 2nd.
day of June in the year of our Lord one thousand
nine hundred and Seventy
....... -.... ££:.&~ ...
Register
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I, MARY R. FLE'l'CHER, widow, of the Borough of Charleroi,
Washington County, Pennsylvania, do hereby make my Last Will and
Testament, and revoke all Wills by me at any time heretofore made.
1. I give, devise and bequeath all of my estate, real,
or personal or mixed and wherever situate, to my daughter, Wilma
J. Putnak, her heirs and assigns forever.
2. I nominate, constitute and appoint my said daughter, l
Wil:m·a J. Putnak, to be Executrix of this my Will, and I direct I
that she shall not be required to enter security in any jurisdiction
in which she may act.
IN WITNESS WHEREOF I have set my hand and seal to this
my Last Will and Testament, this (S" (~-----... \~r: . "' I day o-r _~__,-£,_._t-'-l =/(,._/...;...(. /_("'~-'-A_=' /-' _
one thousand nine hundred and sixty-three (1963).
(SEAL) I Mar;tf n. Fletcher' 'iVi dow
Signed, sealed, published and declared by Mary R. Fletcher, I
\Vidow, the above named testatrix, as and for her Last ·will and
Testament, in the presence of us, who at her request, in her
presence, and in the presence of each other, ~11 being present at
the same time, have hereunto subscribed our names as witnesses.
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Affibauit ®f 1fxrrutnr ®r Abministratnr
f!.tatr nf Jrnnaylnanta, t SS: cnnunty nf Jmaaqtngtnn
Personally before me, the undersigned authority, a ................ ~~-~-~.!:Y.: .... ~~E.!.~.~ ...................... in and for said
County and State, appeared ........... W.J!~~ ..... ~.! ..... g~-~-~.!~ ........................................................................ who, being duly
sworn according· to law, deposes and says that S he is the executor or administrator of the estate of
... M'-.rY .... B..~ .... .f..l~.~.£h.~.r .................................................................. deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of... ..... J1!!.Y. .... ~! .... .f.J~.t~.h.~.!: ......... ,
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 ~. ~~~~~:for'::~~ .. :~·:::~:::~::. ~-~~~~~&&
ADDI IONAL INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. I Original and.~ Copi~s and 2 RCRI-.34, Un~e~ $1.0,000;.1 qriginal and 2 Copies and 2 RCRI-33,
Over $IO,OOO, mcludmg Copy of Will; I Ongmal and 3 Copies and 2 RCRI-33, Over $50 000 in-
cluding Copy of Will and copy of Federal Estate Tax Return. ' '
REFERENCE FOR ADDITIONAL COPY
Act of I947 P. L. 5I3 Sec. 5.2, 72 P. S. 4844.2
1Juurutnrg aub J\pprai.armeut of the goods and chattels, rights and credits which
were of .............. M~!.Y .... ~:' .... .f..!~.~-gQ..~.~ ............................. Jate of ...... ~.9,;,9,~S.h .... ~.t .. 9.~~.!:.~!:.~!?..! ...................... ..
·Washington County, Pa., taken and made in conformity with the abo1!e affida1!it.
REALTY
ALL that certa.in·lot of ground situate in the Borough
of Charleroi, Washington County, Pennsylvania, bounded
and described as follows:-
BEGINNING at·the Southwest corner of Crest Avenue and
Fifth Street; thence along the West side of_Crest Avenue
a distance of Fifty-six and Twenty-four Hundredths.
(56.24) feet to the line of Lot No. 227 of McKean's
addition to Charleroi; thence along said line-South 58°
20 1 West a distance of Fifty (50) feet to a pin; thence
1 North 31° 40' West a distance--of Eighty and Twenty-six
Hundredths (80.26) feet to Fifth Street; thence along
Fifth Street North 84° East .a distance of Fifty-five
and Forty-seven Hundredths (55.47) feet to the place
of beginning.
TOGETHER with and subject to the joint use of a right of
way Eight (8) feet in width extending from Crest Avenue
or a distance of Eighty-five (85) feet in the Westwardly
direction. The said right of-way being Five. (5) feet in
width and on. the property of the Firs.t Free Methodist
Church of Charleroi and Three (3) feet in width across
the property herein conveyed and the adjoining property
of Lloyd G. and Roberta_T~ Wagner, under an Agr~ement.
of June 1st, 1929, and recorded in the Recorder s Off1ce
for-Washington County on June 18, 1929, in Deed Book 561
page 492.
PERSONALTY
None
DOLLARS CENTS
~s,ooo.po
NonE
TOTAL INVENTORY AND APPRAISE~ 8,000. 00
J
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~ 3--7 t3 ~ ;;;J. ..:1...
Inventory and Appraisement
IN THE ESTATE OF
Mary R. Fletcher .......................................................................................................
' ~ ' Filed .................................................................. , 19 .......... .
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Woodward and Bassi
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law, deposeS and say Sthat the above account
as stated is true and correct as--------------------~~-~~!.1:-_________ verily believe.
Sworn and subscribed be,fore me this _____ f~_Qg _______ _
day of ----------_____ J~Jy ________________ _
WANDA CARRINGTON, NOTARY PUBliC
CHARLEROI BOROUGH, \!IASf:iHGTOfl COUtiTY
UY COIJWSSJDN IXPJRIS AJJGUSI IS. JJlZ
Washington County, ss:
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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 Stdtute and Rule of Court, as evidence by proofs
thereof filed to No. -~3:::'11~_38_() __________________ ,
Witness my hand and official seal this __ 3_~-----------
dayo1----~--------cvvr.:--~--;---~91{_ ,-q~~--11-~------
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Register of Wills
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The Court is re.spectfu II y requested to determine
proper distribution in this estate.
--------------------------------------------------~--~
THE FIRST AND FINAL ACCOUNT OF WILMA J. PUTNAK, EXECUTRIX OF
THE lAST WILL AND TESTAMENT OF MARY R. FLETCHER, DECEASED,
lATE OF THE BOROUGH OF CHARLEROI, WASHINGTON
COUNTY, PENNSYLVANIA
'
Principal Personalty
Income Personalty
Principal Realty
Income Realty
Total Assets of Estate
Cash advanced by Executrix and sole
legatee to preserve real estate in kind
Less Credits Claimed
None
None
$8,000.00
None
$8,000.00
3,158.03
$11,158.03
3,158.03
----·---------------------------------------------------------+
Net Amount for Distribution $ 8,000.00
1970
May
June
July
1 Aug.
Sept.
PRINCIPAL PERSONALTY
The Accountant charges herself with Principal Personalty received
out of said Estate as follows:
Per Inventory and Appraisement $ None
INCOME PERSONALTY
The Accountant charges herself with Income Personalty as follows:
None
The Accountant credits herself with the following out of the
assets of said Estate:
19 Russell Marino, Register Probate of will
21 Bill Coher Repairing sewers
25 Columbia Gas Co. Gas bill
28 Mon Valley Esso Service Account in full
28 Bell Telephone Phone bill
2 Washington Co.Tax Claim Bureau Delinquent 1969 taxes
2 West Penn Power Company Electric bill
3 Harold Schrock Funeral expenses
4 Valley Independent Legal advertisement
4 Washington County Reports Advertising estate
4 Russell Marino, Register Short certificates
24 Johnson the Florist Floral arrangement
24 West Penn Power Company Electric bill
29 Columbia Gas Co. Gas bill
3 Charleroi-Monessen Hospital Hospital bill
24 Joseph J. Buch, M. D. Medical services
7 Mon-Valley Memorial Park Scroll on marker
4 Joseph M. Young, M. D. Medical services
$ 16.00
128.00
10.13
52.76
12.77
370.87
18.35
1,597.00
10.00
14.00
2.00
40.25
17.95
3.10
80.80
30.96
14.00
10.00
w <dlS~mnm u.ey R~i»«»rrilS
=e:a:SQU!FK: :M;II(:I~S~R E&:!l=
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 perrodical for said Washington County, publiS'hed 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:
.... _ ........ June ... 11.,. .... 1.8.,. ... 2.5., .... 19.7.0 ............ ..
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 .
• • • • • • • • • • 0 ••••••
FLETCHER, MARY R., Dec'd.
Late of Charleroi, Washington Coun-,ty, Penna.
:Executrix: Wilma J. Putnak, 701 _Fifth St., Char.leroi, Pa.
·Attorneys: Woodward and Bassi, 701 McKean Ave., Charleroi, Pa. · ·
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 <hi• •ffid.vl< " m <~ dme, pl•~~~;~-=:~:ffi/('~ .. :: ........ ~ ........ /V~
----------------------~-Sworn to and subscribed before ~this . ___ _----,_
~~~:ai~~-
N otary Public
KATHERINE C. NICHOLAS, Notary PubliC
Washington, Washington Co., PL
My Commission Expires
November 1, 1973
•-·
..
1971
April 28 w. Ross Allen, Tax Collector 1970 delinquent taxes 297.09
400. 0(
10.0(
July 22 Woodward and Bassi Attorneys' fee
22 Wanda carrington Notarizations
Filing inventory, first 22.0( __ ....;..,.;.~~
and final account, etc.
22 Russell Marino, Register
$3.158. o:
PRINCIPAL REALTY
The Accountant charges herself with Principal Realty as follows:
Per Inventory and Appraisement $8,000.00
INCOME REALTY
The Accountant charges herself with Income Realty as follows:
None
Under Act No. 587, Approved May US, 1929, P. L. 1784,
as amended by Act No. 51 of April 24, 1931, P. L 67
State of Pennsylvania } H• County of. Westmoreland •
Personally appeared before me William H. Pore, General Manager of The Volley Independent, who being
duly sworn, deposes and says that The Volley Independent is o doily neWSpaper of general circulation in
Fayette, Woshington and Westmoreland counties~ Pennsylvania, and elsewhere, published in the City
of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which
date The Valley Independent has been regularly issued in said county, and that o copy of the printed
notice or publication is attached hereto exactly as the some was printed and published in the regular
editions and issues of The Volley Independent on the following dotes, June 8, 1970
June 15 and 22, 1970
Affiant further deposes and says that he is General Manager of The Volley Independent, a doily
newspaper of general circulation, and as such is authorized to verify the foregoing statement under
oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertisement, and
that all allegations in the foregoing statements as to time, place and character of publication ore true.
COPY of NOTICE
--_ __,_ . -......
Letters testamentary ori the estate or . Mary R. Fletcher, late of Borough or ; Charleroi, Waolhington County, deceas• ed, having been granted by the Register , · ot Washington County, notice Is hereby , given to all persons Indebted to sa 1 d ;. r estate to make immediate payment, and ' to those having .claims against the same . to present them without delay to Wilma ' J, Putnak, executor, 701 Fifth Street, ; Cherl~rol, P~nnsyJv:mla, Woodward end Ba.~.;.,, attorney,. 701 McKean Avenue, Charleroi, Penn$ylvanle
...____, 6:8,1$,27
h:db·J? G:-
Swom to and subscribed before me this----------
day of ____ , 19---
Notary Public
My commission expires-----------------
STATEMENT OF ADVERTISING ·cosTS:
Woodward and Bassi, Attorneys at Law
701 McKean Avenue
Charleroi, Pa. 15022
TO THE VALLEY INDEPENDENT, DR.
For publishing the notice or advertisement attached here~ in The
Volley Independent on above stated dotes ........ $ 10.00
Notary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $·----
' Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 10. 00
RECEIPT FOR ADVERTISING COSTS
The ValleY. Independent, a doily newspaper of general circulation, hereby acknowledges receipt of
the aforesaid odverti~ing and publication costs and certifies that the same have been duly paid.
THE ~~OINDEPENDENT \( rEAi D
B~ tJfi
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENN •
ORPHANS' COURT DIVISION
IN RE:
Estate of
MARY R. FLETCHER,
Deceased.
(
)
(
)
(
)
(
No. 522 of 1970
HEARING ON AUDIT
~ BEFORE:
i
The Honorable P. VINCENT MARINO, Judge
of the said Court. 0 I-C) z i
Ul ~ APPEARANCES:
..: u a: ...
!!!
~ TIME: <( u
c :I ..,
:t :::
C\1 THE COURT: ai a: 1:1
WOODWARD & BASSI, Esqs., of Charleroi, Pa.,
representing the Accountant.
Thursday, September 16, 1971, at 10:00 o'clock
A.M., EDST.
Number 522 of 1970, the estate of Mary .R. Fletc
1-a: 0 Q.
Ill
deceased. The Executrix is Wilma J. Putnak and the attorneys are
a:
1-a:
:I 0
Woodward & Bassi. Mr. Bassi?
u
..1 MR. BASSI:
<(
If Your Honor please, the sole asset in this esta
u
i&: 1&. 0 consisted of real estate located in the Borough of Charleroi. The
real estate has been elected to be taken in kind by Mrs .. Putnak,
who is the sole heir and legatee. She has paid all of the expenses of
the estate. And there is attached to the Audit Petition her election
to do so.
THE COURT: Are there any claims?
there a no outstand ·
J
er,
< z <
THE COURT:
decedent's estate?
THE COURT:
Court.
Is there anyone else in Court interested in this
( NO RESPONSE )
The audit of this account is ordered closed by th
( AUDIT CLOSED )
~ I hereby certify that the proceedings and evidence are contained fully
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In t4t Qrnurt nf Qrnmmnn Jlras nf 1Jas4itl!ltnn Qrnunty.
Jrnnsylnnnia. ®rpl1nns · <1rnurt Binisinn
ESTATE OF 63-70-522 No. __ ..:..__;_-.:... _________ _
Mary R. Pletcher
deceased
In the matter of the First 8 nd Fina 1
Account of \vilma J. Putnak
Executrix
ADJUDICATION AND DECREE
And now , 19--, thrs matter came on for heanng, October ~ 71 . .
audit and distribution at this session and testimony ~en; and thereupon, upon due consideration
thereol the balance for distribution in the hands of the Accountant is determined to be
$ 5,000.00 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account ________________ _
BalanC"C----------------------
Deduct Clerk's Costs & Receipt-c 19 • 50
Attorney Woodward & Baflsi
Russell Marino, Clerk o.c., costs in certifying
realestate to R~corder, 4.00
Recorder of Washington County, costs recording
certification of real estate, ~
' Russell Marino, Agent, transfer inheritance tax, I
including tax due on individual liabilities -
$749.54
Interest from 7/29/71 to 10/14/71 9.37 758.91
Contribution to maintain assets of estate in
kind, 789.91
\vilma J. Putna.k, daughter, residue, including
real e state as hereinbelow described, held in
kind and distributed as suchat the appraised
value, per election filed, Booo.oo
$8,ooo.oo
$8,ooo.oo
$B,ooo.oo
No balance
RF.AL ESTATE TO BE CERTIFIED TO THE RECORDER OF SHINGTO COUNTY
BY THE CLE$1{ OF THE ORPHANS' COURT DIVI ION
Mary R. Fletcher, devisor, to Wilma J. Putnak, d visee o all the
right, title and interest of the devisor in and to parce of real
estate described as, VIZ:
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-----------------------------------
ALL that certain lot of ground situate in the orough
of Charleroi, Washington County, Pennsylvania, b unded a d des-
cribed as follows:
BEGINNINGat the Southwest corner of Cr st Aven e and
Fifthe Street; thence Rlong the West side of Cre t Avenu A
distance of Fifty-six and Twenty~four Htmdredths (56.24} feet
to theline of Lot No. 227 of McKean's additition to Char eroi·;
thence along said line South 58c 20 1 West a dist nee of ifty
(50) feet toa pin; thence north 31° 40 1 West a f Eighty
and Twenty-six Hundredths (80~26) feet to Fifth ence along
Fifth Street Ncr th 84° East a distance of Fifty-ive and Forty-
seven Hundredths (55.47) feet tot he place of be inning.
CERTIFIED TO RECORDER: DECEMBER , 1971.
.....
-~
1
·No.
In the matter of the
....
Account of
of Estate of
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f\EGIS T t.r. OF VllLLS
\'!ASHIH~~TnN CO .. PA .
Abjubiiutinu nub irrrrr
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~a
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE : ESTATE OF MARY R.
FLETCHER, deceased NO. 522 of 1970
ELECTION TO tAKE IN KIND
KNOW ALL MEN BY THESE PRESENTS, that I, WII11A J.
J
of the Borough of Charleroi, Washington County, Pennsyl-
vania, ereby elect to take the following asset of the Estate
Fletcher, deceased, in kind:
ALL that certain lot of ground situate in the Borough
of Charleroi, Washington County, Pennsylvania, bounded and
described as follows:
BEGINNING at the Southwest corner of Crest Avenue and
Fifth Street; thence along the West side of Crest Avenue a dis-
tance of Fifty-six and Twenty-four Hundredths (56.24) feet to the
line of Lot No. 227 of McKean's addition to Charleroi; thence
along said line South sa• 20' West a distance of Fifty (50) feet
to a pin; thence North 31° 40' West a distanceaf Eighty and
Twenty-six Hundredths (80.26) feet to Fifth Street; thence along
Fifth Street North 84• East a distance of Fifty-five and Forty-
seven Hundredths (55.47) feet to the place of beginning.
~~~------·----~W~I~T;NE;;SS~my hand and seal this 22nd day of July, 1971.
J.-.
,...._
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Form RCC-33 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT DECEDENT COUNTY OF ..... WASHINGTON ....................................... .
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 _Int_t(;!ritance_ an!f Estate Tax A,ct of 1961.)
IN THE MATTER OF THE ESTATE OF
.... ~~X. ..... ~ ........ ¥..J.:.~~.G.~.~
(State full name of decedent)
Late of .................. .. ..................... W~.$h.!~&.~.9.n .............................. ..
..................... }=:
County
Pennsylvania ::.::.-................ ~;~:~!~~~~~} "'
................... W~J~~ .. J. .. ~ .... J\t tnaJ~ .................................................................................. . . .............. Executor
of the estate of the above-named decedent being duly sworn, depose S and say S
....... ~P:t;!J
(Month)
Decedent ·died 29 ............. , 19 . .?..9 ....... ,J testate leaving a last will, copy of which is hereto attached. }
(llay) (Year) l~
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
.701 McKean Avenue, Charleroi., ...... Pennsylvania .. .
That as such executor deponent is familiar with the affairs of said estate and the property con-
( l•:xe~u tor-Adm iniatrator)
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
None
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 Sc.hedule A attached hereto and made part hereof sets forth full v and in' detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks
of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of
any foreign country, which 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 mortgae:es 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 payabl~ 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 or 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 busines~, 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 transfe~ee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly_; by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 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 show~.ng 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 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, 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 ~hat
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
.. .7.9.J ..... f..t~tb ..... $. ..... ~~.~.t ............................................................ ,.
(Street Number)
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.
1
I. I !
,,of> ...... ~ " .,. . ,.. ;· ,. •
I, MARY R. FLETCHER, widow, of the Borough of Charleroi,
Washington County, Pennsylvania, do hereby make my Last Will and
Testament, and revoke all Wills by me at any time heretofore made.
1. I give, devise and bequeath allof my estate, real,
or personal or mixed and'wherever situate, to my ~aughter, Wilma
J. Putnak, her heirs and assigns forever.
2. I nominate, constitute' and appoint my said daughter,
Wil:m·.a J. Putnak, to be Executrix of this my Will, and I direct
that she shall not be required to enter security in any jurisdictiorl. I
in which she may act.
IN WITNESS 'WHEREOF I have set my hand and seal to this
my Last Will and Testament, this ( 5' day of 0/h ?Cl<.--1_~U
I
one thousand nine hundred and sixty-three (1963).
l
I i
I I j
l
Signed, sealed, published and declared by Mary R. Fletche~,
I
vlidow, the above named testatrix, as and for her Last 'Will and
Testament, in the presence of us, who at her request, in her
presence, and in the presence of each other, all being present at
the same time, have hereunto subscribed our narr.es· as witnesses.
,RCC-34 (l-64io
CO,MMONWEA.L TH OF. PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or 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 with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a form state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ore
to be listed on Schedule "F" and must not be deducted from this schedule.
ALL that certain lot of ground situate in
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
the Borough of Charleroi, Washington County,
Pennsylvania, bounded and described as foll~s:
BEGINNING at the Southwest corner of Crest
Avenue and Fifth Street; thence along the
West side of Crest Avenue a distance of
Fifty-six and Twenty-four Hundredths (S6.24)
feet to the line of Lot No. 227 of McKean's
addition to Charleroi; thence along said
line South SSe 20' West a distance of Fifty
(SO) feet to a pin; thence North 31° 40'
West a distance of Eigh~and Twenty-six
Hundredths (80.26) feet to Fifth Street;
thence along Fifth Street North 84" East a
distance pf Fifty-five and Forty-seven
Hundredths (SS.47) feet to the place of
beginning.
SEE Deed Book Vol. 609, page 131, in and
for Washington County,_P~nnsylvania.
Having a dwelling erected thereon known as
701 Fifth Street, Chatleroi, P~nnsylvania.
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.
(2)
ESTIMATED
MARKET VALUE
I AI.~ -:J.i..Jr
IV $8,000.00
:·.·
$8,000.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
f' () c> a. 0-c:l
•
RCC-35 -,
COMMONWEALTH OF 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", Inta;gible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate •
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, • stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in 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.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe fully VALUE MARKET VALUE (Do not write in
this space)
None None ;)o,J£
Insert this total opposite "Personal Property", Schedule "B" in X X Joll)c_
the "As Reported" column on the last page of this return. None
RCC,-36.•
COMJfON'I'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "C"
TRA.NSFEil.S
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) JSro
(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) JSro
(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) No
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) ________ _
(b) What was the transferee's age at time of decedent's death?---------
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(6) If the
(a) The possession or enj~~ent of or the right to income from the property transferred?
(Answer yes or no) --~N~OO~-----
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) JSro
answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others __________________ ~----------------------------------------------------~------------
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No -
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) __________ _
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
transferre<;l, 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)
None
None
DEPT. VALUATION
(Dept. Only)
..
l".OM\IIl\''VF·\Ull llF l'ENN8YLVANIA
r:~ \:'\~.;: 'FH IXHJo~Hl'l',\NCE 1',\X
SCHEDULE "E"
JOINTLY OWNED PROPERTY
[\STH.l"CTIO~S: This scherl.ule must disclose all property, real and personal, owned by the rl.ecedent 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 unrl.er 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-o-wners to
the decedent.
Description of P;operty, Date of Acquisition, Name! Unit Tperce~t~g~--~ Estate
Address and Relationship of Co-Owners, and Place ) Value I Share Valuation
of Recorrl. of In~~unent, where Rea~ ~state. x:J l _ -.~.X' __
Savings Account No. 9678 at
Charleroi Federal Savings and Loan
Association in the name of Mary R.
Fletcher or Wilma J. Putnak, opened
April 27, 1970 $6,995.55
Savings account at Mellon National
Bank and Trust Company (Charleroi
office) in the name of Mary R.
Fletcher or Wilma J. Putnak,
opened April 28, 1970 $ 419.66
Checking account at Mel!:on National
Bank and Trust Company (Charleroi
office) in the name of Mary R.
Fletcher or Wilma J. Putnak, opened
April 28, 1970 $ 266.08
' ' ~.
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page o:f this return. $'7",,681 .. 29
DEPART~lENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
(
h
RCC-37: ,.( 1"2-6 3) . . .
C'Ol\fl\10NWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, cont i.ngent or other-
wise, in estate) v. r.
Wilma J. Putnak
701 Fifth Street (' r .,
Charleroi, Pennsylvania
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth thi_s fact.) OR NO BIRTH
Daughter Yes Sui juris Residue
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Nope
~
Will
Administration ( No. Year .................. .
~THE
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MA.~¥ R. :F.U:':l'CimR
Deceased
Late of . . B()rO\lSll of Charleroi
County of .. Washington ..
Commom,·ealth of Pennsylvania
REPORT AND APPRAISAL
·t;td l.00 NCl~. n:~·lSVf:\
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(Executor-Administrator
must complete "As
Reported" column #1.)
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Form RCC-10 ..
OFFICE OF THE
REGISTER OF WILLS
Washington OF _____ ....::::.. __ COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
Register of Wills, Agent~
Mary R. Fletcher Borough of Charleroi i/
ESTATE OF LATE OF
DATE OF FILING APPRAISEMENT OATS OF DEATH April 29, 1970
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH"It
lY/U
May 19 Russell Marino, Register Probate of will 16 00
21 Bill Coher Repairin_g sewers 128 00
25 Columbia Gas Co. Gas bill 10 13
28 Mon Valley Esso Service Account in full 52 76
28 Bell Telephone Phone bill 12 7-7
June 2 Washington Co. Tax Claim Delinquent 1969 taxes 370 87\
2 West Penn Power Company Electric bill 18 35
3 Harold Schrock Funeral expenses 1.597 00
4 Valley Independent Advertising estate 10 00
4 Washington County Reports Advertising estate 14 00
4 Russell Marino, Register Short certificates 2 00
24 Johnson the Florist Floral arrangement 40 25
24 West Penn Power Company Electric bill 17 95
29 Columbia Gas Company Gas bill 3 10
July 3 Charleroi-Monessen Hospital Hospital bill 80 80
24 Joseph J. Buch, M. D. Medical services 30 96
Aug. 7 Man-Valley Memorial Park Scroll on marker 14 00
Sept 4 Joseph M. Young, M. D. Medical services 10 PO
16f~ 28 w. Ross Allen,Tax Collector 1970 delinquent taxes 297 b9
July 22 Woodward and Bassi Attorneys' fee 400 00
22 Wanda Carrington Notarizations 10 00
22 Russell Marino. Register 1 ~'J.lJ.ng 1.nventory, t1.rst and final account etc 22 PO
~~i,-ttJ.--Q;vut,tf-;j_.~ ~~~ ~I ~o
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TOTAL K1s8.
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washington so:
Wilma J. Putnak I, ------=..:..=.:=:.......::~-=-..:=-=..::..:=.~-----~------H£REBY CERTIFY. THAT. TO THE BEtiT OF
FUNERAL EXPENSES AND EXPENSES OP'
ECEAS£0, AS DEDUCTIONS !'OR
MY KNOWLEDGE AND BELIE!', THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS,
ADMINISTRATION sua~nEo To THE ESTATE oF ar R Fletcher
INHERITANCE TAX PURPOSES. -~
--=~~~~-=--~:t-.--.!"'--J~~~>...U>.-.!:!Ll.....L--<L. 10. l
WANDA CARRINGTON, NOTARY PUBLIC
CHARLEROI BOROUGH, wr,$::1::GTON COUNTY
MY. COMMISSION EXPIRES AUGUST 19, 1972
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
WILMA J. PUTNAK
(Executor~
IN YOUR REPLY PLEADE
REFIER TO
In Re: Estate of ____ ~MARY~·~~R~·~.F~LET~~C~HER~-----------------
----~WAS=· =H~IN~G:;TO=N:__ _____ County -File No. 63-70-524:
Dear Mrs. Putnak,
You are hereby notified that the original
appraisement in the estate of MARY R. FLETCHER
has been filed in the office of the Register of Wills qf WASHINGTON
County on August 3 , 19~. Said appraisement reflects the
following valuations:
a. Hd.
Real Estate 8,000.00
Xl!IU,Jii!&1l!*'~b05pectt:JZ 71681.29
Transfers------------~------------
Total ------~1~5~1~6~81.~.29~-----
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 ______ Jug_· ~us~t~3,~1~97~1~--------
DATE. OF DEATH: .A:,pri1 29, 1970
Note: This is not a bill.
Signed r~ :do
Title FRANCES:. IJD;, CHIEF APPRAISER
.J
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FLETCHER·.
(Last Name)
MARY
(First Name)
L DATE OF DEATH '· 4-29-70 FILE NO. 63-70-522
(lni tial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHIN GTON
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: --==A;~ug=u=-s~t~3~,l--,!:!l"-''!Cfl:..L:!:l ___ _
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-------------REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
1
annuities . . . . . . . . . . • . . . . . . . . $------+---
ESTATE TAX ASSESSMENTS $ ____ __L __
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
2% $
<63 $
5% $
10% $
15% $
VALUE AS REAPPRAISED
$ ___________ -+---
Tax on $----------4--
Tax on $ -----------4--
Taxon $----------4---
Tax on $-----------4--
Tax on $ ---------------+---
Exemptions========l== Total Estate _______ .-~-__
TOTAL TAX
•
$
(*) As evidenced by Chari table
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=====~1==
BALANCE $-------+--
Less 5% of tax if paid within
3 months after death $========
BALANCE OF INHERITANCE TAX DUE $ --------+----
Add interest at rate of 6% from
-----to------
AMOUNT OF ESTATE TAX ASSESSED $-------+--
Estate tax paid $ _____ --IL.--
BALANCE DUE $---------~----
Add interest at rate of 6% from
-------~·0------$--------~---
TOTAL TAX BALANCE $ -----+--
PAID $ __________ _L __ _
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
.. MARY . Rr •. l"L$'l'.C.~ .
Deceased
Late of . . . . . . . NOR'l'Ii QHAft.LEROI
County of . . WASI1JN.Q'l'O:N: ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
---
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..
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f'
Fonn R~C-2 . -.... COMMONWEALTH OF PENNSYLVANIA DATE .... ~~~.l:l~ ... .J.~ ..... +.rr+ ................................ • ....
DEPAR'fMENT OF REVENUE RESIDENT INHERITANCE TAX ..... WA~oo~:~L .......................................... COUNTY BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO • ..... 6.3..~7.~.5.~.~ ...............................................
Whereas, ................................. m;RY .... R. ..... FL.ETC..~ ............................................................ late of .. ............... NORT.H. ... C.~OJ. ........................................
in the County of ............................................ ~~J.NGT.ON ....................... : ................................ Commonwealth of Pennsylvania, having died on
the ................................... 29th ............................................. day of .................. !l;pr.il .......................................... 19.70 ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, FRANCES LEQj an appraiser duly appointed according to law, ...................................................................................................................................... ,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Oeser! ptl on of Asset Values Made for Inheritance Tax Purpo1es
$
~LTY:
SEE COPY OF SCHEDULE "A'! AT'ID\CHED TO APPRAISEMENI' 8,000 00
JT. HELD:
SEE COPY OF SCHEDULE "E" ATT.tCHID TO APPRAISEMENT 7,681 29
total 15.681 29
t·
.
I
I
'
I
Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con-
formity with law on this ................ ~············· day of ........ ·.··.· .. ·.·· .. ·.·.·.·.··.·.·.·.·.·.·.··.·.·.·.·.·.·.·.·.·.~;·.·.·~·.···.······.··.· .. · .. ~~.·
Appraiser
••••••••••••••••••••••••••••••..•••..•..•• i.!;~~t:-~~·~· .. ························································
Penna . ................................. ,
~
WASHINGTON County .........................
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.. MARY .. .R •... FLETCHER. .................................................. .
Deceased.
Late of
NORTH CHARLEROI ................... , .......................................................................................... .
Date of Death, .......... ..4~?..9..-:':':.79. ........................................... .
Appraisemel!t Docket Vol., ............ :~ ... /. ....................... .
Page, .... 27. .. = ... /. ................ No. .9~7~5.?.~ ............. .
Filed in Register's Office, -~~':l.S..~ ... .?. ......... 197.~---·
Amount of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and charged,
I . I J • • ! . f ..... " f:.
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'II rr-r 'I' n J7 ~ L j .) F j I :J .)
R us ::: r ; '-.1 ·: r i u o
REGISTEf: Or WILLS WASI/If~GTON CO .• PA .
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·-~=-=' ~= = '= .::=..= = .,.-=-~--~·=-...,.....-..-= == ~-·~·:-=' -==.r ~=--=~-~,~~=-~~,-~~----'<'=..-~=-~-~-.....-=---=-~~-=--==-~~=~-~~=-=~
RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N0.8 11888 OFFICIAL RECEIPT o PENNSYLVANIA INHERITANCE AND ESTATE TAX
l.-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~:!.....dollars
Address 701 McKEAN AVENUE
CHARLEROI, PENNSYLVANIA 15022
File No. 63-70-522 Date of 4·29-70
Date of Payment December 6, 1971
MARY R • FLETCHER
Name of Decedent tmiiXXRXXUUXXX I
County DID nRUn.L~,v.Lvn 1
Remarks:
MJR
) _,.J..... ~
urn~ rP [L~ @ill IJ[g S E A L
NOTE: This Triplicate Receipt to be retained lor audit purposes.
2% Tax on $ -~> 1r~1
6% Tax on $ 12.492 .. 26 $ ,,~.a• ~
15% Tax on $. _________ _ $ a
%Tax on $ $ _________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of ~%from 7-29•71
to Date
$ ______________ __
$ 749.54
$ ______________ _
$ 9.37
TOTAL AMOUNT PAID $ 758.91
~) ,~· -,·/~' 0 ' /.'!!~ . ...~
R . d b !Y '/i:',/ ..c;:..~---t.-~.::: 'z-<. (. ece1ve y , -.....-
NOTE: In accepting the transfer inheritance tax an fufure estates, prior to the death of the life '"'' -1
tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the f! ,...,_ .-, • ,. 1 c ,.. v ; -r__...-~ 1111
life tenant or tenant for years whenever it appears that such additional tax may be legally due and ' ,,!,. .. • 1
collectible for anv reason whatsoever.
___ .__._._.............__ --·~ -~-~--~ --~.-----~-~ ~ ---~--o~·-~ ----~ ------~~ ~~~ ~~ ~ -~ I