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Home My WebLink AboutOC1970-0560 - ESTATE OF DIAZIn t4t <trnurt nf <trnmmnn Jlttts nf llas4itt¢tn <trnunty, Jtnnsylnania ®rp4ans • <trnurt linisinn ESTATE OF Anna Diaz, Deceased No. 63-70-560 In the matter ofthe First an.d F in.al Account of Albert S. Diaz. Executor ADJUDICATION AND DECREE An now March / Y , 19__l_i__, this matter came on for hearing, audit and distribution of this sessioriand testimony taken; and thereupon, upon due consideration thereof Qf the balance for distribution in the hands of the Accountant is determined to be $ J3 ,6ba.3l and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto, be filed sec. reg. or an appeal be taken herefrom sec. leg. /~~ SCHEDULE OF DISTRIBUTION Balance per account Additional Debits -Audit Additional Credits -Audit Balance Deduct Clerk's Costs & Receipts Attorney Albert S. Diaz Debit -Refund of Advance by Dale W. Diaz Credit -Advances listed in Audit Petition Milton P. Diaz and Albert s. Diaz, Guardians for Agatha Joanne Diaz -Family Exemption Milton P. Diaz and Albert S. Diaz, Guardians for Agatha Joanne Diaz -1/3 residue ($10,722.15) less advance of $7,091.93 · Milton P. Diaz -1/3 residue ($10,722.15) less advance of $10,400.00 Dale W. Diaz -1/3 residue ($10,722.15) less advance of $10,722.15 1,500.00 ~ 147.93 49.38 28,264.08 1,500.00 3,630.84 322.77 0.00 $ 32,316.2 4 33,816.2 4 ·$ 33,668.3 1 33,717.6 9 5,453.6 1 3,953.6 1 322.77 NO BALANCE NO BALANCE j "' . 0 > :J z -+-n 9 ~ m n ..... !J» V> 0 :J ..... ·c:: CD c::::l-0 :J 3 .... "-' (I) ty CD ..... ~ t...) <:( 0 0 -1 Q_ i 0 ;::j: --+--+-<::::1 ··~ -1 CD --... ~ ~ ~ --C:• 0 .. +:_.) ..... -+-"" •...::.: +"\ ..... .. ;;>: a ::r .__: CD c:::;; a· t ' • 1" •.. = c:c l'_f) ~ N .. ~ .. .-::: ( .'· --:1:: ::::.:: ::.>" 0 lj) ~ ~---L i..•J '~ . ._,.., c:: ::; .. ,_ -~~ .·~ '"' !•. ·:· . , · .. ~ %:1 ~ • . . I ,, .-~- atnmmnnwrult4 nf Jrnn.ayluunta. f .!l.!l: lla.a4tngtnn arnunty. • i:t KNOW ALL MEN BY THESE PRESENTS: Whe1:eas, at Washington, in the County aforesaid on the 28th. 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 late of Ulnna Diaz Carroll Township in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Albert s. Diaz the Executor 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 Albert S. Dia.z committing unto Him the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true accounrt 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 28th. day of May in ·the year of our Lord one thousand nine hundred and Seventy e/) c;)tt'~ . ............................................. ~a .................. ~ .............. . Register ) /. ' • J ' • .... .. ~ :a> ~-s = ~ 1!:1 +-i t:; tn 111 t .... C/) a $XI -1 N > ~ -1 tn N 111 +-+ 0 fa ..... a ~ = +-+ fa +-t ~ ''.!I,' . j LAST VfiLL AND TESTAMENT ------.......__ OF ANNA DIAZ ---- I, ANNA DIAZ, of Uonongahela R. D., Washington Co1ll1ty, Pennsylvania, . : ........ "',.,. do make this my Last YVill and Testament, hereby revoking any and all Wills heretofore made qy me • FIRST: I direct that all of my just debts and the expenses of my funeral be paid. I direct that all inherita~ce, succession, and estate taxes assessed because of my death, whether the property or funds to which such taxes are attrim1table pass under this my Will or not, be borne by the principal of my residuary estate and that my Executor pay or provide for the payment of such taxes at such tirne or times and in such manner as my Executor deems to be convenient. .. ..,. . .. · SECOND: All the rest, residue and remainder of my estate, real, personal or mixed, of whatsoever nature or wheresoever situate, I give, devise and bequeath to my beloved husband, Milton c. Diaz. Should my said husband predecease me or should we both die in a co.mmon accident or at the same time, then in such event, I give, devise and bequeath all of my estate to my beloved children to share and share alike, per stirpes. THIRD: I hereby nominate and appoint my beloved husband, Milton C. Diaz, as the Executor of this my Last Will and Testament. Should my said beloved husband predecease me, or ~1ould we both die in a comnon ac- 1cident or at the same time, the.n in such event, I appoint my beloved brother- in-law, Albert S. Diaz, as the Executor of this my Last Will and Testament. ·----------~-------------------------~ ; j ., 6. l l l l ' I t I i 1 . ~ l ' '·! . _, .. ' ----·-·--· -~----........ -----------------------.--, FOURTH: I hereby nominate and appoint Albert S. lliaz, Esq. to be the attorney to aruruwuster my estate after my decease. IN WITNESS Vv1111l.EOF, I have hereunto set my hand and seal to this my Last Will and Testament consisting of two (2) typevvritten pages, this / ~ dalf of ~' 1956. L) k. (SEAL) I tJ -I Signed, sealed, published, and declared by the above named Testatrix! I Anna Diaz, as and for her Last Will and Testament, in the presence of us, ' who, at her request, :in her presence, and in the pr'esence of each other, have l hereunto subscribed our names as witnesses: Witness: {2C4j ~ ·Address: · ~ • ~ ) Address: .!. ~:!::__If A---&%-/ fly ~ :r/ 6 f?.wv t1, ·~ G-# r s II l ! l I '. _1-11) ;v o JJ (J 171111 G').Jf-m i • i i ! I ! l .! ..:{ 1 ! j l . -Second and Last- ! I I t l I I l --~·---~--~ ~---~,..--....-r__. .. """~--4 --.. --~---. ~-.. .--.--...---.._-.-.-7-"~--~..., --~--~------...... _, ~-~"'-'-·--... -...-,.,...·":'~ .. ......--... ~-_.-,.---.--- ··-- -..:-l\ffibuutt ®f fxrrutnr ®r Abmtntatrutnr ~tutt nf Jruunyluuttiu C!Jnuuty nf ltun4iugtnu } nn: Personally before me, the undersigned authority, a -~-<?.~_?:!¥ ___ ~-~~-~-~----------in and for said County and State, appeared --------------------~-~!?-~-~~--_§ __ ·----~~-~~----------------------------------.. who, being duly sworn according to law, deposes and says that he is the e:x;ecutor mx~ of the es- tate of ---------~Il:D:.?.-___ pJ~~--------------------------------deceased, that the foregoing schedules constitute a . complete inventory and appraisement of the real and personal estate of ____ ,8,t)._:na __ _Di_e.,._z. ________________ , 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 Administrator. Sworn and subscribed before me this .... ~B.t.h ......... } Q ft t\. _ A ~ • 1 Jul v~i 19 70 .: ............................ +.L+.::Ad.z:A........................ ... . ............ . . .;;;;t···· ··~ ~~ Executor-1Yffi~:F~ ~=~~t?o0.._L~NSTRUCTIONS 1. 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. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Oopies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 3fuututnry nub 1\ppruintuttut of the goods and chattels, rights and credits which were of ..... Anna ... Diaz .................................................. late of ..... C.ar.r.oll ... Tow.nship .............................. . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS REALTY: ALL that certain tract or parcel of ground situate in Carroll Township, Washington County, Pa., being the Southern portion of Lot No. 96, in the Fisher Heights Plan of Lots, of record in Plan Book 6, pag s 98 and 99, of said·County, and bounded and describe as follows: BEGINNING at a point on the line of land now or for merly of E. A. Wickerham, which point is South 6 degrees 29' West 114.23 feet distant from the South ern line of Alexander Street at the place where the same forms the Northwestern corner of Lot No. 96; beginning at said point as aforesaid, thence along the Northern portion of said Lot No. 96, South 73 degrees 41' East 124.50 feet to a point on the Western line of Lot No. 59; thence by same South 16 degrees 19' West a distance of 150.14 feet to a point on the Northern line of Lot No. 58; thence by same North 73 degrees 41' West a distance of 98.47 feet to a point on the Eastern line of land now or formerly of E. A. Wickerham; thence by same North 6 degrees 29' East 152.37 feet to a point, the place of beginning. SEE DEED BOOK VOLUME 863, PAGE 344. 11,000 00 PERSONALTY: Western Penna. Nat'l Bank, Savings Acct 33466 8 99 Western Penna. Nat'l Bank, Checking Acct 043365916 779 66 Auto Workers Federal Credit Union, refund 16 72 Mellon National Bank & Trust Co., Donora Office Acct. No. 65 S 00293 11,000 00 Troutwood House Trailer 900 00 1969 Ford Station Wagon 2,450 00 Prudential Ins. Co., Claim Settlement Cert. 411928 11,557 87 (CONTINUED) CENTS j -.. :; ~ , ""\ ~ ~ /~ ...... ;i ...... <:: ~ "' ;i .... ~ <:::> ... ~ tr.l ~ ~ ~ * "'"l ~ ~ "'"l ~ I tr.l !:. til "' ~ ~ "' ,_ ;i \0 .... ' . 1\ffi~autt ®f fxrrutnr ®r .A~mtuiatrutnr .... -. ~tate of J.ruunyluattia { O!nuuty nf llan4iugtnu } !1!1: P 11 b f th d · d th ·t Notary_ Public · d f 'd ersona y e ore me, e un ers1gne au on y, a -------------------------------------------m an or sa1 County and State, appeared _______________ -8JJ)_~_:r.t_ __ §._. ____ pJ~g; _______________________________________ .. who, being duly sworn according to law, deposes and sa.ys that he is the executor ooxmimil«m~ of the es- tate of _________ !).._~~9.-... :Q~~~--------------------------------deceased, that the foregoing schedules constitute a complete inventory and appraisement 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 date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. a,Y 0 ····:·········· -;.· · ·········· · ················ Executor-Aclim:~ ' - Sworn_;~~;u;Jbscr~ibed be1f9o70me this .... 28th ......... }················-~----~---~---·················· My ·a···· .·---~~si?n_ ex_pirei:;···8/2.¥rJB~;I~~~~ INSTRUCTIONS ' :;- 1. 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. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 afuu.rutnry au~ l\ppraintuttut of the goods and chattels, rights and credits -which were of ........ l\r;t.D!?.-... P..i.~;?: ............................................... .late of ........ C.~.r..r..o.l.l ... T.o.W.n~.bi:P. .......................... .. Washington County, Pa., taken and made in conformity with the ab011e affidavit. PAGE 2 1941 Chevrolet coupe Miscellaneous household items and clothing Series E. U. S. Savings Bonds as follows: Q 2 461 344 978 E -December 1969 Q 2 449 054 046 E -November, 1969 Q 2 440 981 024 E -September 1969 Q 2 428 241 821 E -August 1969 Q 2 427 824 997 E -July 1969 TOTAL DOLLARS 50 00 550 00 19 05 19 05 19 05 19 05 19 51 38,408 95 CENTS I "Vd '· r . . OJ flO,~ Slllf!. ~;. 1._ NIHSV'/,\ · ·· . .} H J 1 c-ON I(.''""" .. : ~.;\I~ 3 i3 .... il]SSm.l '£ 2 i id' {.. " r·k ~· o" lnr OL ~Cl=llf..f !l<,..-. ~ -·-· • . · .... -' .. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } 55: The within named Accountant being duly sworn according to law, depose and say that the above account he as stated is true and correct as----------------------------------------verily believe. Sworn and subscribed before me this _____ 4 _____________ _ -----~---4 ... ~------------Executor ---~...-..") November 74 day of -··-------------------------------------------------19 ........... . ~~~~i~s '~ .;-1'17·················--·····--······ -........ . _._.,.. H Washington County, ss: I do certify that I have given legal notice to all persons concerned of the filing of 'the within account in the manner prescribed by Statu,te and Rule of Court, as evidence by proofs thereof filed to No _____ (p__;3__~-7 . .£=I ........ . Witness my hand and official seal this _______ ;?. ________________ _ diJy of _________ /f] __ d__rc._./1-------------------------------------19_L.:r- { p?_~-_././~ ~ --___ /_~~--------------------------------h?C-. Register of Wills .... .... --J ...., 0 !ln. ,__ >:1 ::j 0~ ol ...., 0 ~ >:1 ~ ir-i u ;::j .... ;::j 0 0 itr-i (!) 0 0 0 ..c: 0 ro 0 +l ...., ~ 0 --(]) ~ 8 i; 0 .... ~ ~ ...., (!) Ul Ni G ,__ 0 rd Q) '0 .... Q) l (]) ~ f .. ' . -. ., ~ ...., 0 N » I . 1"11 >:1 :§ () IJ;:j L C. u, Q) rd Q) ""' (]) I ' "' .... ·r-1 >:1 Q) .... ,__ 0 Q .. ~! ,__ 0 Q 0 ...., "' N 0. ~ ...., ;.. li1 '"/4 1'0'' 'n P~! 1?. 01 +-' l"il ~ E-< ,...; rQ "'! ~ I ti ~! >:1 ii ~ rd ·r-1 I ~J • t. ;::j '0 U) If lSI ~ 0 E-< ~ s:: 9 >:1 !--: 0 ell Nl w. 0 +l li1 H ·r-1 ell .... Q ~ ' >:1 Q) H ~ ~ FW~~.Si! ...., (]) i l{,:. :;, ! ~~ 0 :a "' """' ~ <.(S ....; ...., ·so ..Q z -W. REGIST1 -~ -~ Q) r-1 :',I I" 1'/ ILL ~3 !=~::: ~ ~ +l 1-1 0 Q) ~ Ul Q) WASH IN . ( '·/ ('(l PI\ ...., -:S H .!1 ./ v., ,I ~ ~f 0 ·r-1 r-1 >:1 ~ ~ '0 N >:1 . j. "" ~ ..-< -·······-~~ 0 I I 'lt j I I .. . ' . ... • . The Court is respectfully requested to determine proper distribution in this estate. ~~~ Counsel for Accountant '~lnllimga~IDI U•lty ~le!l»®ris a3'~=M=A'IH=S't'H:CO'IiO"F 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 0<' 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, publisl1ed weekly having its place of business at Washington, \Vashington County, Pennsylvania, and is act- ing as its agent in t'his 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: .......... ~~~~ ... .4 ...... J:.~.J .... J:2 .. , .... ~.9..7Q ................... . 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 Notlcea The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice · is herwy 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 . • • • • • • • • • • • • • • • • • DIAZ, ANNA, Dee'd. Late of Carroll Township, Washington County, Penna. Executor: Albert S. Diaz, 613 Fallow- field Ave., Charleroi, Pa. 15022 Attorney: Albert S. Diaz, 613 Fallow-field Ave., Charleroi, Pa. 15022 this affidavit as to the time, plvd aracter of the p~oo ~ ............................... , .............. 1~ ~ ----Editor __ Sworn to and subscribed before me~ ----·-. _ .. ----~ .... 1.9_;~y-day of... .... :.~):U~~: .... ;t ... : ........ , 19i.?..Q • ..... JC~LL_A..~.(J. ....... K~.L_~Aa-/ Notary Public I'.ATHERI'JE c. NICHOLAS ~"t• ..... p L' \'1 . , ·"-a., Uu!IC ,l:S~'""t,n, Was~ington Co. Pa ~/y "~ .... -r~~si n £xrl:-es' • I. '; i'!",P,;' 1t 19i.,3 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. J1~§ ____ ~ ____ f ___ p_E?_~.;l_:gj;;i,§_, who, being duly sworn, deposes and says: that _____ §!),_e._____ is the 'Qg_Qk)f _ _e._~_p_e._r _______________ 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: ______ ;J:~_~_e. ____ ,2_,L_JQ ____ ~-~~t)/(, ___ J-_97Q _____________________________________________________________________________________________________ _ EState Notice: Estate of Anna Diaz ------------------------------------------------------------------------------------------------------------------- that the affiant or the corporation in behalf of which ______ _she________ 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 the time, place ~ c~~e publ~ion are ~rue. ~. ____________ :: ______ ~------~------------~~~~----------------- 771C ,;•h,"ib ~~= =~~:~ --,,.;zo ~~:!~G!0,~~~~:;:,:G~~~ :C~.b:~ ___ (!__/__ ~ ~ My Commission expires July 29, 1972 \\ J 11~ ( \ \ . /_}_t· ,-' l~ ~ ( ~ ' ~ --.~ 1-. --9al Advimisemont ~ --------ESTATE NOTICE Estate of ANNA DIAZ, deee11sed, late of Carroll Township, Washing. ton Count,y, Pennsylvania, I' Letters Testamentary UPon the above estate having been granted 1 to the Undersigned, notice is here-by given to those indebted thereto 1 to make immediate payment, and to those having claims or demands~. to Present them for settlement. 1 ALBERT S. DIAZ, I 613 Fallowfield Avenue Charleroi, Pa. 15022 Executor • 'j ..,.Jij>..., ,;; DJ~~· Attorney -.,, >~'I~ I s~-t~7!1At 1 ESTATE OF ANNA DIAZ, DECEASED SCHEDULE A Principal -Personalty 1970 June. 24 Per Inventory Filed $27,408,95 1974 Nov. 1 Sale of Real Estate-Tr~nsferred 11,000.00 from Pr,i,nc,ipal-Realty SCHEDU1E A-1 1970 sept. 8 Mellon Bank Int. on Sav. Acct. $165.62 oct. 21 Auto Workers Fed. Credit Un. Accrued Int. on Acct. 71.81 Dec. 31 Pgh. Nat. Bank Interest on Sav. Acct. 81.07 1971 June 30 Pgh. Nat. Bank Interest on Sav. Acct. 131.16 July 29 Int. Rev. Serv. Income Tax Refund 148.30 Sept. 30 Pgh. Nat. Bank Int. on Savings 357.95 Dec, 31 Pgh. Nat. Bank Int. on Sav. Account 134.44 1972 48.35• June 30 Pgh. Nat. Bank Int. on Sav. Account Sept. 30 Pgh. Nat. Bank Int. on Savings 356.97 Dec. 31 Pgh. Nat. Bank Int·. on Sav. Account 39.02 1973 June 30 Fgh. Nat. Bank Int. on Sav. Account 39.99 Sept, 30 Pgh, Nat. Bank Int. on Savings 377.01 Oct. 11 Pgh. Nat. Bank Int. on Savings 91.93 Dec. 31 Pgh. Nat. Bank Int. on Savings Acct. 43.04 1974 Nov. 1 Dale Diaz Prorata share of taxes 142.00 1 Dale Diaz Reimbursement-Ins. 88.00 TOTAL PERSONALTY $ 40725.61 -2- ESTATE OF ANNA DIAZ, DECEASED SCHEDULE B .PRINCIPAL,.... REALTY Conversion of real estate without gain or loss 1970 June 24 Per Inventory filed Proceeds from sale .... transferred to Personalty .... Principal Balance $11000.00 11000.00 0.00 ESTATE OF ANNA DIAZ, DECEASED SCHEDULE C-DISBURSEMENTS 1970 May 25 Register of Wills May 29 Wash. Co. Reports June 19 Valley Independent June 22 ·Bell Telephone Co. June 22 Equitable Gas Co. June 22 Al Landrin June 23 D. Diaz June 24 Russell Marino June 24 Pa. Dept. of Revenue June 24 Pa. Dept. of Reveneu June 24 Pa. Dept. of Revenue July 21 Malcolm Morgan July 27 Milton P. Diaz July 27 Dale Diaz July 27 Cemetery Assn. July 27 M. Melinchak July 27 W. McCollum July 27 Dr. J. Young July 27 Lignelli Agency July 27 Register of Wills July 27 Register of Wills July 27 W. McCollum July 31 Sears, Roebuck Aug. 18 Pa. Dept. of Revenue Aug. 31 Safitori Bros. Sept. 1 Albert S. Diaz Sept. 29 Russell Marino Oct. 10 Albert S. Diaz 4 Probate of Will $24.50 Advertising Estate 14.00 Advertising Estate 12.50 Debt of decedent 6.69 Deb t of decedent 5.33 Debt of decedent 53.00 Reimbursement-photos 6.16 Short certificates 3.00 Auto registration 16.00 Auto registration 14.00 Auto -title 2.00 1970 County taxes ~0.44 Reimbursement: Marker-$175.00 Flowers 28.00 Gas bill 10.00 213.09 Reimbursement-Electric bill 6.54 Lot and burial 475.00 Funeral expenses 1382.95 1970 Road taxes 26.66 Medical bill 7.00 Appraisal fee 25.00 Inheritance taxes 1938.00 Filing Inv., etc. 5.00 1970 School taxes 120.52 Debt of decedent 196.57 Transfer fees 27.00 Debt of decedent \ 20.67 On acct. atty fees 700.00 Cert. copies 4.50 On acct. atty fees 250.00 Nov. 13 1971 Jan. 18 Feb. 1 Apr. 2 Apr. 16 June 17 June 17 July 21 1972 Jan. 20 June 14 Aug. 3 1973 Jan. 2 Albert S. Diaz Davies & Tregembo Albert S. Diaz Albert S. Diaz Bonsch Agency Malcolm Morgan W. HcCollum W. McCollum Albert S. Diaz W. HcCollum W. HcCollum H. Morgan On Acct. atty. fee Debt of decedent On acct. atty fee On acct. atty fee Ins. on real estate 1971 County taxes 1971 Road taxes 1971 School taxes On acct. atty fee 1972 Road taxes 1972 Sch. taxes 1972 county taxes Mar. 23 M. Morgan 1973 County taxes May 29 W. McCollum 1973 Road taxes Aug. 16 ,.'if. McCollum 1973 School taxes Oct. 12 Pgh. Nat. Bank Rent-safe deposit box 1974 Feb. 25 Mar. 28 Apr. 4 11 July 25 Oct. 15 Nov. 1 Don Bonsch Agency Add. ins. premium County Treasurer 1974 County taxes Don Bonsch Agency Fire insurance W. McCullum 1974 Road taxes W. McCullum 1974 School taxes Pgh. National Bank Rent-safe deposit box Albert S. Diaz May Altemara Register of Wills 5 Bal-atty. fee Notary fees-deed, acct. & audit pet. Filing account, etc. Total 100.00 300.00 400.00 67.00 40.44 26.66 127.48 400.00 26.66 139.06 46.83 40.44 · ....... 26.66. 139.06 10.00 6.00 42.68 88.00 26.66 143.10 12.00 380.92 3.00 120.00 $8,409.3.7 -? I ---------- ~tt tqr (!tnurt 't 1 ; t 1 - nf:;_ Qtnmmnu Jlras ®rpqaus ~ (!tnurt nf llanqiugtnn iinininu In the matter of the Audit of Account in Estate of Anna Diaz ' I No. 6 3-7--56 0 Deceased TO THE AUDITING JUDGE: O!nuuty Enter my appearance ·for __ _..:A:.=c:.:c::....=o:....:u::.:..:n:..:t:::a:::.:n~t:::...:· _________________ _ Qo .. ,...,...._ L. ~ , 1 7 day of March , 19__25_ 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. I -- No. 63-7--560 In re Audit of Account in Estllite of Anna Diaz, Deceased AUDIT Jrarripr fnr J\ppraraurr FOR Accountant Albert S. Diaz Attorney ~2 PETITION SUR AUDIT T"tato Form J ~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ..... ~!.l:~~---!?.:!:~-~-! .................................................. . No ..... ?}.-:-_?.g_::~.?-~---·····································-A A. Fiduciary ......... AJ:9.~~-t .. f?.~ ... P;L9:.?!.t .................... . -------..... ----.. -----------........ -.... -........ -.... ----...... ------........ "';-----.......... ------------.. ---"':"' .. ----. ....................... Exec:uto.r ..................................... . Deceased Date of Date of Decedent's death ...... ~~¥ ... ~.9.! .... ~-~.?.9 .............................. Grant of Leltters .... ~~¥ ... ~.?.!. ... ~-~-?.9 ................................ . This is the ....... J.t~§:t;: ___ §._I.:l:.g __ _t:j._I}§.J ................................. account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ....................... · ............ . Election to take Date Election Place of; Under ox~m~ll. (cross out one) Filed -----------·-·······--------------Record -------------------·---·-----· Name of surviving spouse ............... E:~!?--~----··········------·--·----------------·-··-·····----------------------------------------------·--------------------· List issue, where material: Milton P. Diaz, Dale W. Diaz and Agatha Joanne Diaz Did decedent marry after execution of will? (indicate)~. No. Any children born after execution of will? (indicate) x)fes. No. If answer yes, name them .... -----------·--·------------~---·-----------------------------------------------··---------------·-··--·······--·---------·-·· Leg.atees Relationship (Milton c. Diaz, husband, predeceased Anna Diaz,having died on March 17, 1970) Milton P. Diaz Dale W. Diaz Agatha Joanne Diaz List, if exceptions to above: none If partial intestacy, give facts: none Adeemed: Son Son Daughter Revoked: Interest 1/3 1/3 1/3 Lapsed: Fiduciary, if deceased or not sui juris Albert S. Diaz and Milton P. Diaz, Guardians Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause: ........ ---···none-······················ File copy of Notice Notices mailed on Feb. 19, 197 5. and date of mailing ............................................................................................................... , ........... , ... , ... , .•.•........ ,.,,., .. , Is estate subject to the filing of a F~deral Estate Tax Return? .. "······················-~~---·······'···'·······'···········'·······'·······'"···· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ..... ~.9-~.9-~_.Q_9. .. P?!J.<;'t .. 9.!L ................ . 9/24/70 If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . none 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 -However, the Dept. of Public Welfare notified this Accountant on Feb. 11, 1975, that Dale W. Diaz did on Noveber 5, 1974, assign all of his interest in this estate to said Department. There is no balance for distribution in this estate due the said Dale W. Diaz, as full and complete distribution was made to him on November 4, 1974, as per Receipt and Release hereto attached. Notice of Audit in this estate has been sent to the Dept. ?f Public Welfare. 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: Reimbursement by Milton P. Diaz and Dale w. Diaz to preserve and secure the payment of the Family Exemption to the Guardians for Agatha Joanne Diaz. Total· additional debi.ts (Add) ltemiz.e any additional credits not shown by account: 1/19/75 Recorder of Deeds -Transfer tax & Penalty-on Deed 1/10/75 Recorder of Deeds -Transfer tax Total additional credits (Subtract) Balance for distribution $ ...... ~-~.9-~-~-QQ _____________ _ $74.59 73.34· 147.93 $ ................................... . $32,316.24 ·, ........................................................ $ 33,668.31 ....................................................................... If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash Savings Certificate -..., ~ ·-·~ ,. S26,576.38 7,091.93 $33,668.31 .. If Family Exemption claimed by Petition, give place of Record: ............................ ---········-------------·······------------------------ If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . Albert S. Diaz and Milton P. Diaz, Guardian for Agatha Joanne Diaz, a minor. Minor lived with mother, Anna Diaz, at time of death. List any advancement or distribution on account that has been made, and nature and amount of same: Dale W. Diaz - $ 10,772.15 See Receipts attached hereto Milton P. Diaz -$, +0,400.00 See Receipts attached hereto Milton P. Diaz and Albert s. Diaz, Gdn. for Aqatha Joanne Diaz -Sav. Cert. $7091.91 See Receipt attached hereto 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: 1. Milton P. Diaz and Albert S. Diaz, Guardians for Agatha Joanne Diaz, $1500.00 Family Exemption . 2. Milton P. Diaz and Albert S. Diaz, Guardians for Agatha Joanne Dlaz.-~"630.84 (1/3 share-$10722.77 less advancement-Sav.Cert.-$7091.93 ) 3. Milton P. Diaz-:;; ::~~ ($10,722.77-1/3 share less advancement of $10,400.00 per receipt attached hereto) 4. Dale w. Diaz -$-0 1/3 share-$10,722.77 -advancement 322~77 per Receipt filed-$10,772.15 -overpayment $49.38 which has been repaid to Accountant. 0 COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly .... ---~~~E~-------------------doth depose and say that the facts set forth in the foregoing petition are true to the best of ..... hJ?. .................... knowledge and belief . ....... Swoxn. ............................ to and subscribed before And your petitioner will ever pray, etc. ~e th;s_ 2-:./e ... :day oLJf~:~~=--... Rft~~·-... -g...•.·.,-.~ ... ~ ... ~ .. ") ................ . Srgnature of Offrcer ..... /:!fl ... ~---------~---···· ---~---······ Executor , Title f Offce ,r ?.~--<---? AA'.ft-'fJ ·························----·············---------------··-··-------·-··--··---·····---· o 1 _ r--··::··:····· ............ ,;y··· .......................... . . ---. . .. --/ y 7 / 9ffrce exprres ....................... d---·············/·················· '!' • • .. •• • • •• .... • • • ••• .. • .. • .. '!' .. • • • • .. • • .. • •"' •• • .. •• '!' .. '!' • .. '!' '!'"' .. ""' • • • ~"'"' '!' .. '!' .. "'' ...... • ........ '!' ~ • .. "' • • .. 'I'~ .. • .... or'!' I , No .... 6.3::-.7::::::~.6-Q .................................. A.A. Estate of ....... J:\nn9. .. .0. j,._C!?.!.( .............. _ ....... ____ _ Deceased Fiduciary .. Al.bex:t ... s.~ ... Dia.z..,. .................. . Executo.r PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951,· being rule No. 9: paragraph b-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 Wi II. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. Albert s. Diaz Attorney ~2 j I ,· ' :.• .. • I ; f. •. , ~. ·, . "• ,• ' .. _ .. .. ; ' •·-...- ,•, ·, "' In Ro: IIntnto o'l J\1 ,1\1: U'l' :1 , P II\:'. J\ t t l) l "I' v il t t. d '" 613 Fallowfield Avenue Charleroi,PA 15022 FORMAL NOTICE OF AUDIT Charleroi, Pa. ~; -~-~-----~--------·---.. I . . ....... ,. .. , ' ANNA DIAZ Feb. 19, 1975 Deoeaood You aro hereby notified that the unde~laned fiduciary has filed with the Register of Willo of Washington County, Pa: his first and final account in 1M odmfnlstration of the above eatate and that the same will be presented for confirmation and for nudit. if no exceptiono are filed thereto within the period provided by taw. Audit will be hold Mar. 17, 1 97 s, 1; 3 0 pI rn I ;C'i~cf~oll\?ritfea.'if ~g.f'Jlie?3rl\1irtt\e ~ftole has been dlspooed of. Please taka notice th~t if you have a claim against such estate, either as creditor, heir, de- Yiooo or fn any capa,ity wha.tever, which has not been paid or satisfied, you must now talco ouch otepo no you may conalder proper to adoquatoly protect your claim. The fitlns of any proof or otatament of your claim with either the fiduciary or the undersigned attorney for :the estate doeo not rollovo you of the reeponolblllty of protecting your claim. 1 (' ··t ' . ' . !·,. Very truly youro, ~·,A-~ Albert S. .Diaz Attorney for accountant 1 • ! ! . ~ I ;·. ! . '' '. f- < ... ',: . .. :_ .; .. \ .:·.!-" ·~ ',.I .::.-.. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVAN A ORPHANS' COURT DIVISION IN RE: ESTATE OF ANNA DIAZ, Deceased. BEFORE: APPEARANCES: TIME: THE COURT: ) ) ) l ) No. 63-70-560 HEARING ON AUDIT THE HONORABLE PAUL A. SIMMONS, Judge of the said Court. ALBERTS. DIAZ, ESQ., of Charleroi, Pa , representing the Accountant. Monday, March 17, 1975. The estate of Anna Diaz. Mr. Diaz. j MR. DIAZ: May it please the Court, there is noth ng extraordinary about this estate except a couple of matters which I'd like to bring to the Court's attentio The Department of Welfare sent notice to the executor some five years after the Letters Testamentary had been granted, notifying them that they had a claim against one of the devisees and legatees in the estate. Prior to receiving thisnotice, the executor did make advance distribution to the specific legatee and devise To make matters appear before the Court, the executor did notify the Bureau to appear if they so intended at :! z ~ ~ > Ill z z Ill II. i 0 ... 0 z X Ill ~ :I: ...: u ii: ... Ill 0 '..J :! ... ·U o• :J 2 this time. And I don't know if anyone from the Bureau is here. THE COURT: In other words, this is not a claim against the estate, but one of the devisees or legatees of the estate. MR. DIAZ: That's right. THE COURT: They never attempted in any manner to attach this property. MR. DIAZ: None whatsoever. And morethan a year had expired. THE COURT: You mean when they filed their·claim. MR. DIAZ: Yes. And also to the fact that the . . execut~r, in good faith, made a transfer to reserve ·· the: ?-S·~~ e'ts' .in:. :;l;e est~ te: to~ one of 'the surviving sons. ..., :X: ::: THE COURT: Who had this claim against him, allege< ly? N IIi a: Ill ... a: 0 II. Ill a: ... a: :J 0 u .J ~ u ii: ... 0 MR. DIAZ: ·I believe this was for subsistence of I L.., some kind. i . .~ THE COURT:' Woufd you tell the party against whom the claim was made? MR. DIAZ: Yes. The claim was made against Dale v. Diaz, as more specifically spelled out on page two of the,·Audit Petition. And it was sent by the Department of Welfare. I have attached to the Petition all correspondence. THE COURT: Do you have a letter indicating, attac ed to your papers filed with the Court, a copy of the noti e r------------..------------------------------- '.,. 1 ~ z < ~ )o rn z z ld II. i 0 1-0 z J: rn < :it ui a: Ill 1-a: 0 II. Ill a: ... a: :J 0 u ..1 oC u ii: II. 0 and a letter indicating thatyou notified the Department of Public Welfare? MR. DIAZ: Yes, I have, Your Honor. THE COURT: Would you announce this estate, please the estate of Anna Diaz? MR. ZERMANI: (Court Crier) MR. DIAZ: Your Honor, I receiied no response. There is no problem except I'd like to call the Court's attention, this is the estate wherein there is a minor legatee and myself and her brother are appointed as co-guardians by this Court, and we have recently filed an accounting and after distribution is made by the Court, we will file another accounting in that. THE COURT: But that is a separate action. MR. DIAZ: Yes. THE COURT: Is anybody 1n the Courtroom interested 1n the estate of Anna Diaz? ( NO RESPONSE ) THE COURT: The ~laim of the Commonwealth as it relates to this estate i~ ordered dismissed, and the ·'· ' au'di t of· thi~ estate is ordered closed.· However, this dismissal is without prejudice for the Commonwealth to proceeding as"/Dale i'l: D~az personally as the Commonweal h shall decide. ( AUDIT CLOSED ) 3 . ' ... • l I I hereby certify tbat the proceedings and evidence are contained fully and accurately in the notes taken by me ~ on the ·hearing of tb.e above cause, and that this copy is a z o( ~ correct transcript of the same. >-Ill z z Ill II. i 0 t-o z :t Ill o( ~ ..: u a: ... !!! c .J o( ~ The foregoing record of tho proceedings upon the .., l: ~ hearing of the above cause is hereby appl'oved and directed ~ to be filed. Ill 1-a: 0 0. Ill a: 1-a: ::> 0 u .J o( u ii: 1&. 0 By the Court. .. .• . , ' ·' . ' ·' ·. .-. ' ' . :.: : .l --..;-:1 tn ~ •' . ) ·-. ·_ :J . l f .. I II .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION No. 63-70-560 IN RE: ESTATE OF ANNA DIAZ, Deceased. PAY TRANSCRIPT ..: ALBERT S. DIAZ ATTORNEY AT LAW 613 FALLOWFIELD AVENUE CHARLEROI. PENNSYLVANIA 15022 ,~c r . I ~ IN THE COURT OF CO~MON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA O.RPHANS' COURT DIVISION IN RE~ ESTATE OF ANNA DIAZ, No. 63-70-560 Deceased PAY TRANSCRIPT / ....... AND NOW, this ~ day of /) '(.J_,)} , 1975, the under- signed do hereby acknowledge to· have re6 ived from Albert s. Diaz, , Executor of the Estate of Anna D az, the'sums of money set opposite their names, being the sum awag/ded at the audit of the above estate, and do further waive the right to file exceptions to·the Adjudication and the right of appeal from the Adjudication and agree that the Executor may forthwith make distribition in accordance with the terms of the Adjudication. Milton P. Diaz and Albert S. Diaz, Guardians for Agatha Joanne Diaz, Family Exemption $1500.00 Milton P. Diaz and Albert S. Diaz, Guardians for Agatha Joanne Diaz, 1/3 residue ($10,722.15) less advance of $7091.93 $ 3630.84 Milton P. Diaz -1/3 residue ($10,722.15) less advancement of $10,400.00 $322.77 Dale W. Diaz -1/3 residue (10,722.15) less advancement of $10,722,15 0 No Ba.lance } --:~ '--~-\~ '-;. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ANNA DIAZ, DECEASED RELEASE KNOWN ALL MEN B Y THESE PRESENTS THAT I, DALE W. DIAZ, of Carroll Township, Washington County, Pennsylvania, for and in consideration of the sum of $ 10,772.15 , being the total 1/3 share in the Estate of said Anna Diaz, Deceased; that he received this sum of mo:eey in the following manner: $3200.00 cash advancements and the receipt of $7572.15 which was applied to the purchase of the real estate in the estate at the appraised value of $11,000.00. I do hereby y· /aknowledge receipt of the same, and do hereby remi~ release and forever quitcalim unto Albert S. Diaz, Executor, and his respectiv heirs, executors and administrators, all and all manner of actions, cause of action, debts, dues, claims and grants, both at law and in equity, against Albert S. Diaz, in his individual capacity, and also in his capacity of executor of the Last Will and Testament of Anna Diaz, deceased, and against the estate of Anna Diaz, deceased, whether as legatee under the Last Will and Testament of Anna Diaz 9 or in any other capacity, I have had, now have, or ought to have for or by reason of any matter or thing from the beginning of the world to the date of these presents. That this release mutually release said Dale W. Diaz from any and all subsequent expenses in the administration of the Estate. WITH THE INTENT TO BE LEGALLY bound under the terms of the Uniform Written Obligatiaons Act, I do hereby set my hand and (SEAL) J -.. ---....... IN RE: ESTATE OF ANNA DIAZ, DECEASED. RECF;IPT I, Dale W. Diaz, do hereby acknowledge receipt of the final payment of all the interest that I may now or forever have in the Estate of Anna Diaz, deceased,being the sum of $7572.15 which sum was applied to the purchase of the real estate belonging to the estate in Carroll Township, appraised at $11,000.00, and the sum of $3200.00 in cash, from Albert s. Diaz, Executor of said estate. DATED Nov. 4, 1974 ~·. IN RE: ESTATE OF ANNA DIAZ, DECEASED RECEIPT FOR ADVANCE~1ENT We, Albert S. Diaz and Milton P~ Diaz, Guardians of the Estate of Agatha Joanne Diaz, do hereby acknowledge receipt of the Savings Certificate of Pittsburgh National Bank, No~ (So0j;D , which has a value on October 11, 1973, of $7091,93, including interest; and further that the said Savings Certificate s~hall continue to remain in the name of Albert S. Diaz, Special, rather than change the title of said Certificate, which procedure would lose interest. Upon maturity of the Certificate, on the 11 .day of cE---d 197~~-the Certificate shall be carried ~n the name of Albert s. Diaz and Milton P. Diaz, Guardians of the Estate of Agatha Joanne Diaz, or in such other manner as the Orphans' Court Division of the Court of Common Please of Washington County, Pennsylvania, may direct. Dated this 11th day of October, 1973. .~~----- Guardians of the Estate of Agatha Joanne Diaz J ,. _,, J A D V A N C E M E N T I, MILTON P. DIAZ, acknowledge receipt of the sum of Two Thousand and no/100 ($2,000.00) Dollars, as an advancement in the ESTATE OF ANNA DIAZ, represented by the following check: Trustee Check No.l700 -dated April 3, 1974 - - -$2000.00. ~!! f)~ . ' -II~ I 'H 'r &· [ , Milton P, niaz -u Dated: April 4, 1974 IN RE; ESTATE OF ANNA DIAZ, DECEASED ADVANCEMENTS I hereby acknowledge receipt of the the following sums as an advancement in the above captioned estate: May 4, 1971 -Check No. 910 -$1000.00 Jan. 20,1972 Check No.l080 $1000.00 I hereby acknowledge receipt of the following items of personal property to be considered an advancement to me in the above captioned estate: Troutwood House Trailer -appraised value $900.00 1969 Ford Station Wagon -appriased value 2450.00 The executor, Albert S. Diaz, is hereby authorized to deduct from my share in the estate the above listed sums. Dated: Jan. 14, 1974 . Diaz I I . v ADVANCEMENT I, MILTON P. DIAZ, acknowledge receipt of the sum of Two Thousand, Fifty and no/100 ($2,050.00) as an advancement in the ESTATE OF ANNA DIAZ, represented; by the following checks: Check No. 809---------------$200.00 Check No. 814---------------300.00 Check No. 815-------------$1,550.00 Dated: November 23, 1970 IN RE: ESTATE OF ANNA DIAZ ADVANCEMENT I hereby acknowledge receipt of the sum of One Thousand. and. no/100 ($1,000.00) Dollars as an advancement on the one-third. (1/3) interest I have in the above captioned. estate. The Executor, Albert S. Diaz, is hereby authorized to deduct from my share in the estate this sum of money. WITNESS: Co2. 7o-~-(::; o ro Jt-7G. 7 Docket No. IN RE: PETITION FOR REFUND of Transfer Inheritance Tax. AND NOW TO WIT A. D. 1915 , I certify that the following is the action of the Board of Finance and Revenue of the Common- wealth of Pennsylvania in this matter: 11And now to wit A. D. 19 7~, Refund is hereby granted in the amount of$ 1f':.n .... r. ~ ...,!>.~a .... BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M. SLOAN, State Treasurer and Chairman ROBERT P. KANE, Attorney General C. DeLORES TUCKER, Secretary of the Commonwealth ROBERT P. CASEY, Auditor General ATTEST: GEORGE J. MOWOD, Secretary of Revenue 0 0 • 0 0 • 0 • 0 0 0 • 0 0 • 0 • 0 ~ (.0 .~0:::;. :0~ 0 0 0 0 0 0 0 • 0 0 0 0 0 0 0 0 0 • Secretary, Board of Finan~e ·and Revenue ( / :__..; Copy mailed to: ? 8.-7&-00 Q I Form RCC-33 ~~ r~ 1 b-- COMMONWEAlTH OF PENNSYL VAN I~ /j DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 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~Jnheritr:tnce_ an!l _E_~t!ite Ta;x .A,ct of 1Q61.) IN THE MATTER OF THE·ESTATE OF } AFFIDAVIT OF .............................................. fo.:~!t~-,~~~---~t-dec~~~t)·············· ············································· EXECUTOR Washington ~ Late of ....... .... ...•..... .......... . .. . .. . . . . .. .. . ... . . .. ........ ............ .......... County State of ................... Pe.DBsylvania ....................................... } County of -~~~P,.:J,,n,gt..QP.: ............................................. _. ss: .. .. . ............... . Alb.e..r.:t .... s .......... Di.a.z Eucutor of the estate of the above-named decedent being duly sworn, depose s and sayS Decedent· dJed ................... M~ 2<1>. ... .. (Month) ........... (i;;;;)' ......... , 19(-L~} ..... ,~aving a last will, copy of which is hereto attached. J Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. 6~3 Fallowf'ield ..... Avenue,. Charler9i, .. Pa •.. That as such Executor deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent"s individual name, with right of access by another as agent or deputy, with the exception of the following:- No exceptions NAME AND ADDRESS OF BANK OR OTHER IJ'iSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ... .. That the contents of said safe deposit box or boxes are itemized under Schedules ---of this return, with the exception of the follow~ng, for the reasons hereinafter set forth: That Sc.hedule A attached qereto 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 8 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 thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware; pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~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> i,t. sits forth briefly the reasons for such depreciation· as to each i tern; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the proceeds of whlch 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 a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each 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. Thero~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, bY, the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth 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 that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ............................... .. . ............ ~ .... 4.. .. ~ ............................................. . ( Executor-Ad;,i;;,;t;~tJ.) .§.+..3 ..... ¥~.+..!.9.W.f.J.~.l.~ .... A.v..~;nY.~ ........................... -.. ~-·· (Street Number) .Cb.~r.+..~.~9.i.., ...... P$...~ .. ~ ...... 15.Q22 .......................................... .. ~--{lj;b_ ~ ' (Jay~····························· 1910. ......... . ~-J.)&.:R.(~ .. " .......... '" .... . " '' ....................... . commission expires 8/22/7G (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business~ that the data and statements required under the paragraph above relating to Schedule "B" are attached~ Also make certain that column #1 in the "Summary" has been properly completed as above-directed; /- ' '--------- RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE • BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE UA" REAL PROPERTY A~ ·~ 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. (1) The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ALL that certain tract or parcel of ground situate in Carroll Township, Washington County, Pennsylvania, being the Southern portion of Lot No. 96, in the Fisher Heights Plan of Lots, of record in Plan Book 6, pages 98 and 99, of said County, and bounded and described as follows: BEGINNING at a point on the line of land now or formerly of E. A. Wickerham, which point is South 6 degrees 29 1 West 114.23 feet distant from the Southern line of Alexander Street at the place where the same forms the Northwestern corner of Lot No. 96; beginning at said point as aforesaid, thence along the Northern portion of said Lot No. 96, South 73 degreEs 411 East 124.50 feet to a point on the Western line of Lot No. 59; thence by same South 16 degrees 191 West a distance of 150.14 feet to a point on the Northern line of Lot No. 58; thence by same North 73 degrees 41 1 West a distance of 98.47 feet to a point on the Eastern line of land now or formerly of E. A. Wickerham; thence by same North 6·degrees 29' East 152.37 feet to a point, the place of beginning~ SEE DEED BOOK VOLUME 863, PAGE II 344. 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 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) 11, GOO. 0~ ft1Yn lQ /~ RCC-35 COMMONWEALTH OF PENNSYLVANIA T~~SFER'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.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 or or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO• : ITEM UNIT ESTIMATED DEPARTMENT VALUATION 1 2 3 4 5 6 7 8 9 List and describe fully Western Penna. Nat'l Bank, Savings Acct. 33466 Western Penna. Nat'l Bank, Checking Acct. 043365916 Auto Workers Federal Credit Union, refund Mellon Nat'l Bank & Trust Co., Donora Office, Acct. No. 65 S G0293 Troutwood House Trailer 1969 Ford Station Wagon Prudential Ins. Co., Claim Settlement Cert. 411928 1941 Chevrolet coupe Miscellaneous household items and clothin~ 10 Series E U~ S. Savings Bonds as follows: Q 2 461 344 978 E -Dec. 1969 $l5·C:><> Q 2 449 054 046 E -Nov. 1969 Q 2 440 981 G24 E-Sept .. 1969 Q 2 428 241 821 E -Aug. 1969 Q 2 427 824 997 E -July 1969 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. VALUE 11 2 11 X X MARKET VALUE (Do not write in this space) 8.99"' ~ 779.66. 16 72 ~ o~o.oo/ 9GG.GG) -~ 450.00 ~ 557 87 5G.(}0 r 550.GG ~ 19.05 19.05 19.05 19.05 19.51 27,408.95 -I I _, ., . COmtON'I'EALTH OF PENNSYLVANIA TTUNSFER INHERITANCS TAX ~~SIDENT DECEDENT SCHEDULE "C" T RA.N S FEllS (1) Did decedent, within two years of death, make any transfer of any material part ot.his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) DO (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent 1 s health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ ~N~o~---- (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death?--------- (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from tht• property transferred? (Answer yes or no) No ·(b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others--------------------------------------------------------------------------------------(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (B) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl 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 (B) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in th~ decedent alone or the decedent and others? (Answer yes or no) IJO 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 N 0 N E 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.-38 COMMONWEALTH OF PENNSYLVANIA THi\N~FEil INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIO!IiS: 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 tmder 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 Address and Relationship of Co-Owners, and Place 1 Value of Record of Instrument, where Real Estate. ! N 0 11 E percentage Estate Share Valuation 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 \ h RCC-37. (12-63) Ct)\1:\tt~\\'~;:\Lnl OF PE~:'\SYYl.!\N!A. TH,-\NSFER 1:'\!IEH!TA!\'L'E TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Milton P. Dia.z 7 Sunset Dr., Rape Manor Donora. Pa. Dale W. Diaz 102 Alexander Ave Fisher Heights Monoru;cahela. Pa.. A«atha Joanne Diaz 7 Sunset Dr .• , Rabe Manor Donora. Pa .. 1r.:;e~~ 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 this fact.) OR NO BIRTH Son Yes Sui Juris One-third Son Yes Sui .inria OnP--+.hi,..rl DA-tUchter V'AA li'A h h 1 QC::( t'\n"" "-1...4-~ " --- ~ ... .. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE - \. .• \ Will Administration t No. ~? () . Year P.'< THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA DIAZ Deceased Late of C$-rroll .. 'l'Q)ffisbi,.p .. s: ---~ ...,.,_1_ "1 . £ !l&a.hingt:On -Count} ofu) rzr· , -; .. . ........ ,... ...,__.) e___ r =:: c:~ ~~~ ;~~~ 1 Commom\tea[f:O of Pennsvlvania ... ~':3 ~; ;: '-~;; ,: __ ~-! :::::: ~~ .'"': . .' i ~-.J lgi!ORT AND· APPRAISAL . --= .., .. .._; 2J := ~= ~ (/) <....> ' ~~....,_, f .• -,J <..·..: .... .7t1 .... (Executor-Administrator must complete "As Reported" column #L) 0 '"1 0 "' "' ...., il' :>< il' 0"' (b tTl "' ...... il' ...... co L-- ~~.fn w :ex> :-. :.J::-:<2) CX> .. \0 :\Jl ...., 'i::l ~ # '"1 co co .. -il' '"1 e. = "' "' 0 ....... = 'i::l co e. '"1 '"1 "' 0 'i::l '0 co '"1 '"1 0 ~ '0 co '"1 ..... '< CFJ c::: ~ ~ > ~ w Vl Vl ~ (") (") ?"' ?"' ?"' q ~ >; --.._..--.._..- ~~~ f\) ..... .-... . .....;J ..... >' v ~ Cl'l -P-0~· 0 G co--:-- 00 0 -=~ . . 0 • • '""t·' \0 G) (t \J1 G ~ -.._..- .00 ~ ~ ~ ~ ~ ~· ~· ~ D ·~ ~· \ ~~> ~~"' •. v i D rt~ .C); 0 (t t-:J •\\j 0 3 ~ • f =· >.-> 0 r. ~ a c.. \ ~ - t RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT AtBERf 8. DISZ IN YOUR REPLY PLEAOE REFER TO 38..,,6,.. 1 In Re: Estate of ___ ANNA_._._·-D.;...IA_··_%_· ·---------- ___ U_U_H_lN_G_f_O_N_· ____ county -File No. 63-70•560 Dear Mr·"' DbfH You are hereby notified that the Origf.tml appraisement in the estate of Anno Dial · . has been fisid ti: ~-oMice of t,fo Register of Wills qf ttaeblngton County on p m r · , 19_. Said appraisement reflects the following valuations: Real Estate---'----11,.000.()() Personal Property : :if ,408.·98 Transfers ______ ~~~ft-~------ Total 3$,408.95 As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __ s_capt_· _om_b_er_-_2_4...:...•_1_9?_0,;_. _ DATB OP DEATH~ !a1 20, 1970 Note: This is not a bill. j R:o;,C-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of DIAZ' (Last Name) ANNA (First Name) .f SUMMARY DATE OF DEATH 5-20-70 FILE NO. 63-70-560 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_a_s_h_i_n_,g=-t_o_n _____ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: _---.::f.9..=-:...o.2!..:!4..=-:.J.7~0~----- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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: _ __;;j9'""-u2""4,..,-=-7+..u0 _____ _ 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 REGISTER OF WILLS 34 253 00 annuities . !.:•................ $-------4-- ESTATE TAX ASSESSMENTS $ _____ ...~..--_ Taxon$---------;~~~~~~~ Tax on $ ____ _,3~~~~-f-l'c...!::-......._ Taxon $-----------1-- Tax on $---------1--Tax on $ ________ __,. __ Exemptions========~= Total Estate --------1--- TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death * $ $ $ COMPUTATION OF TAX $-------,.----.L-- $ I K2 . ·~3 $--------~---$ __________ 4---- $ _______ -4--- $------~~~~~=-- ,.:o</0 lao (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from $ _______ ~---- -----to ----- $ _____ __L __ AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ ___J __ BALANCE DUE Add interest at rate of 6% from -------tO----· $ _____ ___J ___ $-----~~ 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 .&DAXIXXH,l .. ANNA. D.lAZ ...... . Deceased Late of. CARROLL TWP. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ..... . , ' ~ I v ,... ... I Fonn RCC-2 .. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... $.e.pt .. e..mb..e..:r. ....... 24 .. , ...... ..1.9.7.Q .... . " .DE.PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 27 COUNTY' . JY.~ .. ~.h!!J:.g~.Q.~ ............... . FILE NO. . ............ § .. ~.:::: .. ?. . .9.:::: .. ?..§.9. ................. . Whereas, ..................... A~P.:~ .... .P.!.~.;, ........................................................................................... late of ........................................ 9..~.~-~.<?J.J.!"j .. T~.P.-. ............... . in the County of ................. Washin.gt.o.n ........................................................................... Commonwealth of Pennsylvania, having died on the ................... 2.0 ..... t.h .................................................... day of ........................ May ....................................... 19 .... 7.0., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................ W.A.R.~ ...... Chane.y ........................................................................ , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ REALTY: See CODY of Schedule "A" attached to a_nra is em en t 11.000 00 PRRSIINAT.TV• See cnnv nf Schedule nsu attahed to annraisemen__t_ 27.4()f: qc:; .. ..... l Total 38.408 95 form~~":~hb~:::~:.wQnl ·~~~· ~:;~er~~~§s ~:i~ Appratser ·············/······························································ ~c-_ ff'"::" ............... , Penna. (Post Offiee) Wi\§IJ.:I:NQ'l'PN ...... . County RESIDENT INHERITANCE TAX APPRAISEMENT ~ Estate of Date of peath, ..... MC:l.Y. .... ?..P..L J.~.'1.9. ......................... . Appraiseme11t Docket Vol., .................. 3.8 ........................... . ~ Page, ....... 7..§.~ . .7 ..................... No. §.~.~.7.Q.~_;i_§.Q ......... . Filed in Register's Office, .$.~.P:t.: .. ! ...... 7.4., .. J97.Q Amount of tax due, $ ................................................................. . 'DEPARTMENT OF REVENUE Received, 1 Examined and Approved, Wrote abo.ut Appra.is.ement, Appeal j1'om Appraisement, Entered and charged, I - Form RC C·lO •DEDUCTIONS ALLOWED IN j . . OFFICE OF TME REGISTER OF WILLS Washington STATEMENT OF DEBTS AND DEDUCTIONS THE SUM• OF . :. : ........ $ ~~...[~z...r- DATF.: ?lOVED ····~·-d..:fr/-70 OF--------COUNTY ~~~· Register of Wills, Agent ESTATE oF _ ___::_:A.::..:NN;:_;:_A.:......::D;..:I:.:.A.::..:Z=-------LATE oF __ c_a_r_r_o_l_l_T_o_w_n_s_h_i...::p'--------- DATE OF FILING APPRAISEMENT _J:::..U=l..._y__:::;2.;;:c8....1,--=1~9:....~.7-=0~DAT5 OF DEATH -~M:::::a:u;y__::2;:..:0:;..;,1-..:1:::.9.t..7.J......:::.0 _____ _ DATE NO. OF VOUCH"'" NAME OF PAYEE REMARKS AMOUNT l:J7D Agatha Joanne Diaz Family exemption 1,500 00 Mav 2'1 Register of .Wills Letters & Short Certificates 24 50 29 County Reports Advertising estate 14 00 Jun~ 19 Daily Republican Advertising estate 12 50 22 Bell Telephone Co. of Pa. Telephone bill 6 69 22 Equitable Gas Gas bill 5 33 22 Landrin Flower Shop Floral bill 53 00 2:1 Gibson's Photo Studio Photography bill 6 16 ?4 Re.czister of Wills Short Certificates 3 00 24 Dept. of Revenue Automobile title transfer 16 00 24 Dept. of Revenue House Trailer title transfer 16 00 Jul iJ 24 Malcolm L. Morgan 1970 County Taxes 40 44 ?_7 Milton P. Diaz Reimbursement for payment of marker ($175.00 and utilitv bills $~8.09 213 09 27 Dale W. Diaz Reimbursement for payment of West Penn Power Co. bill 6 54 27 Catholic Cemetery Assoc. Graves and marker 475 00 27 Michael A. Melinchak FuMg~~ Funeral bill 1,382 95 ?7 Wm. B. McCollum Road & Hydrant tax 26 66 '?7 Joseph M. Young~ M. D. Physician's bill 7 00 27 Merico Lignelli Appraisal fee 25 00 28 Register of Wills Filing Inventory 5 00 ~] Wm. McCollum 1970 School Tax 120 52 31 Sears Roebuck & Co. Merchandise bill 196 57 TOTAL 4,155 95 COMMONWEALTH OF PE.NNSYLVANIA } WASHINGTON SG: COUNTY OF ----~....,.....-~--,...-..... Albert S. D1az _______ ..:.:;:;;..::_.::..:....::._.=..:._::..::.:::.=.. ___________ HEREBY CERTIFY, THAT. TO THE BEGT OF I, MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF ___ .,:..A::NN=A..:......:D::.;I::;:A;.:.=.Z _______ _ DECEAGED. AS DEDUCTIONS FOR INHERITANCE TAX PU,RPOSES. \ SWORN ANP SUBSCRIBJ:tD BEFORE ME THIS ~rd. i Augu~~ ,.L_ ( ~ / -er 1 J..~L~~ e u=£-k M;.~ommi~·sio~ expirl!'s August 22, 1970 - For"! RC C<.lO' : OFFICE OF THE , REGISTER OF WILLS 0 : Washington COUNTY SUPPLEMENTAL STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN AND AGENT OF THE COMMONWEALTH Anna Diaz Ca 11 T h' ESTATE OF-------------LATE oF ___ __;;r;.;;;r;;...:O~~.=...;::O..:.:wn:.:.:.:S=l=-p.:.._ _____ _ DATE OF FILING APPRAISEMENT _ ___:.J...:U:..:l:..Yo......,_;2=.8::.. . .L.l=l~9....:.7....:Q::.-DATS OF DEATH ---<!iMJ!lla:ll,y~6t.2.lo!0_,.,___..1...;9l...7w0~L--____ _ DATE NO. OF NAMS: OF PAYEE REMARKS AMOUNT :1::97 0 Aug. Aug. SPnt- ~ Sept. " ~~-· Nov. 1971 uan. Feb Apr. April June June .Tnl u 1972 Jan. June Aug. 1973 -- Jan. Mar. May Aug. Oct. 1974 Feb. M;:a-r Apr. Apr. .Ttll v Oct. Nov. VOUCHS:It m"'!'-:Ar n't:"n AnT I""T'I\T7\ T CI'J"''ZI. 1"\ 'r:;1 TYJ:i' 1l l'f'l C r. T"' 'r:;1 rc C::A1t::r:: =,... .,.. '"' 18 Pa. Dept. of Revenue Transfer fees 27 31 Santori Bors. Debt-of decedent ;w 1 1lhP-rt s Diaz On acct. of attv. fees 700 29 Register of Wills Certified copies 4 , n '7\, ~ ~........ c T'\.: ~ ~ ("\.,... ,,..,..+-,....,f: :>.f-.f-u -Fooc. ?r:;n -v ~~ -~ -.J. 13 Albert s. Diaz On Acct. of atty. fees 100 . J.O U a. V .J.I:: 0::. IX ~ .J. l::'j '-'"'".....,'-' Debt of decedent 100 1 Albert s. Diaz On acct. of attv. fees 300 ~ Albert S. Diaz On acct. of atty. fees 400 16 Bonsch Agency Ins. on real estate f\:1_ 17 M. Morqi:m, co. Treas. 1971 County taxes t:A.n 17 w. McCollum 1971 Road taxes ,._ '"- ?1 'fliT Mf"l"'nllnm 1971 Sf"hnnl taxes lr TL7 20 Albert s. Diaz On acct. atty. fee 400 14 .• HcCollum 197 2 Road taxes {"_16 w. j W. MCCOllum .L~IL. -i:'lCllOOJ. t:.axe"S' ( J...)::1 -2 M. Morgan, co. Treas. 1972 County taxes (4F.. 23 M. Morqan, co. Treas. 1973 County taxes ('fO 29 w. McCollum 1973 Road taxes r_ 2o. 16 w. McCollum 1973 School taxes ~ T3"9 12 Pgh. Nat. Bank rent-Safe deposit box -10 25 Bonsch Agency Add. 1ns. prem1um 6 ?Q l"'l"''nni-u lfl;:.t:>;:ac::n-rt:>-r 1 Q] 4 ("nnni-,7 rr!YI=>!=: r4 4 -. . Don Bonsch Agency Renewal-fire insurance '1f8 11 w. McCollum l~:U 4 Road taxes r :b 21) W MC!C:ollnm 1974 Sch. taxes ,-:tz 15 Pgh. Nat. Bank Rent-safe deposit box .~ 1 Albert s. Diaz Bal -atty. fees 380 M;:au 2lli-t:>m;:a'Y"rl N fP-~=> !": -acct •• deed & audit 3 Reg1ster of Wills .--F1l1ng accE, el:c. lLU TOTAL ,.,..,~..,, COMMONWEALTH OF PENNSYLVANIA } W h • t SO: COUNTY OF as lnq On 1, · Albert S. Diaz HEREBY CERTIFY. THAT. TO THE BEaT OF MY KNOWLI!CGE ANC BELIEF, THI! FOREGOING IS A JUST AND TRUE SfAT~MENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna D1az DECEAOED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ~-~~ 4 _______ .:..._ ___ :::::..:::._;)--,.;;J------(L. &. ) SWORN AND SUBSCRIBED BEFORE ME THIS --..r;r----DAY 01' EXeCU tQr NoVembe;r 'h _ ,., 74 \..../7) v .A/Yl. ~L/ //UUA // P--7; --r ./ /!.C/ ./ \ \ lar:: 00 lb/. 00 50 Inn 00 100 00 00 100 144~ ~~n J 148 ") 00 6~ IUO~ IW~'\ llJ: lJ: ""\ 66) 09 00 00 16~ -100 lbl )~ 7l n 100 92 00 IUU ....... .. \. " ... ' -....! l < ;"J -F J> fTl :;o c.n ~) c ::r::: r~ = ::1: (/1 l't;:: (f) (J': t~ :.G --I r;, ) . ·-.J !""'-... , --· ~-~·l :c: -,.;) "' G .--.~ Ct :~.:: ~'d .. ,. '" ' .... u r-·-0 > Ul ~ ~ _.,_ ··r,