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HomeMy WebLinkAboutOC1970-0562 - ESTATE OF HOMMEYPETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of J!!~.:r.~~J:l!~R~!!1.~~Y._.._-.---. Deceased No §3.:-:7.Q~.5.§~L A. A. Fiduciary ~.~~..~~~~~¥.- . Date of Date of Decedent's death N~y..J..9...I..J9.79 Grant of Leltters ~.~~~"J9.7Q . This is the account filed in this estate If there have been for'!1er accounts filed in this estate,list file number or number and term . No Election to take Under or Against will.(cross out one) Date Ele'ction Place of; Filed Record :. N f . .Noneame0surVIVingspouse_ _ __ _ . List issue,where material: John Hommey Ernest ~met Clifford Hommey Did decedent marry after execution of will?(indicate)~KX No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them _ _. Leg,atees John Hommey Ernest Jumet· Clifford Hommey Relationship son son son Interest 1/3 1/3 1/3 Fiduciary,if deceased or not sui juris I List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have -all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:. File copy of Notice '. and date of mailing !1.'HJ.y..G.9.J ;t..971 ,,,.,.., Is estate subject to the filing of a Federal Estate Tax Return?.~N9:m:L _ _.._.._.___.___._. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $ _.._NONE _ _. If the Will makes any portion of estate subject to a life·estate,give name and birth date of life tenant . 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 adjCldication: None Balance for distribution per account, Itemize any additional debits not shown by account: .. •1 Total additional debits (Add) Itemize any additional credits not shown by account:,..,-. Total additional credits (Subtract) Balance for distribution $-____. $. $.~~.1.§§.3.!.Qg . $1!±~.9.83.,.9.?. If balance fordistribution is not in cash,list each item held in kind,giving appraised Value (or ,distribution Value); Mortgage --$5,600.00 James R.Hommey and Marilyn Hommey,his wife,and Mariette Hommey,dated August 3,1964,Mortgage Book Vol.649,page 267 (To be awarded to John Hommey agent for John Hom~y,Ernest Jumet,Clifford Hommey as of paper filed) If Family Exemption claimed by Petition,give place of Record:_____.N.Qn~.._...__.------------..-. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_._____ _ . None List any advancement or distribution on account that has been made,and nature and amount of same: John Hommey 11,500.00 Ernest Jumet 1,500.00 Clifford Hommey 1,500.00 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: / ClerkI s Costs : payment of-Inheritance Tax Balance unto: 1/3 1/3 1/3 -John Hommey (less advancement in the sum of -Ernest Jumet (less advancement in the sum of -Clifford Hommey (less advancement in the sum ~1,500-.·OO)::; , $1;-500.00)':. of $1,500.00) Part of balance consists of Mortgage between James R.Hommey,et ux ~nd Marietta Hommey in Mortg~ge Book VoluMe 649;-page 267.Assignment tif which is made to John Hommey~_Agen~for the above legatees. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above name"d Fiduciary or representative thereof, being duly__..~~_~~~__..____doth depose and say that the facts set fo'rth in the foregoing petition are true to the best.oL_.__..b1.l?..__.....__..knowledge and belief. ..-___sw.9.:rn._~..-:--:.--.to and subscribed before me tTI;s __J'l day 01...____-------:--------------"!5-rl91f.. Signature of Officer ,-!Y.Y.~••:.:.~ ~l8tilK1illJr ---- Title of Officer I!~!4JC3.Jt(JllmllnJl.IY.lJ~I.'..•••••••••••••••••••• ''lid "0:)uo~llu!lISl!M '1lIa'l1l3UOUOW •=Jl'IIlld AJllJOI\I 'NVVi3103 ']t-iOnIV~~fOfficeexpires;.-, And your petitioner will ever pray,etc. __.;ZS /~--------------------------------- No....6.3.~.7-0-562·································A.A. Estate of Mar..ie.tt.e HQmmgy.. Deceased 1t"".r I"7""~'""',-Jij_.l"L.., '7/SfP 71 P1'-lj 3:....~••~,,j 27 rf rIl Fiduciary J.9.@..H9.m~ey..........------.----_.._----_._- -__-_--_..-".-..-"------_. 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-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not fi led 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. 'f-rO~__~'..--......---.,,-\'t~--..------....----••••••.~2 RUSS[I.L H"Rl N0 ,.REGISTER OF WILLS \VASHINGTON CO.•PA. ~ ,-.~• '..'f IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE"OF __~KtJ_~~~_J~9~X.__.._.No.__~3~7Q.,:,5_62 __of 19 .A.A.. NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs,Creditors and Other Persons Interested in Said Estate; Please take notice that the first and final account oL ;.J..9..b.n.J;{Q!mp_~Y..._- - .'... ____E~~Cl;!._t..gr.__. . .__..._._..of the above estate,was filed in the office of the Register of Wills of Washington County, Pennsylvania,on:._JJ~.ly.l~_".......19_..7.1.,and docketed to the above number. Under the rules of said Court,said account will be assigned for audit in the Orphans'_Court courtroom on the Third Floor of the Courthouse,Washington,Pennsylvania,sometime during the week beginning.J3.~.P.t.~.__J,-.3"....19.11.....The pre- cise time will be posted on the bulletin board in Office of the Clerk of the Orphans'Court )SOCxxxxxxxxxxxnxxx Respe~tfully submitted, ___J..yJ.x_..?9...t.___ _:19 7.1.........-~,.*".,&~_-_.U.Attorney for the Estate '-4 t ... ...,>.' "'i ":'prI:,-,.",,j t '71 SEP 7.\Pl'13 27 ,- I RUSSE LI_IL\f<INO nEGiSTEr~CJF \'!ILLS VI,6.SHIN\:TON CO .•PA, ["~, "I ,I ".'. r ,) QIommouUttalt4 of 'tuusyluaut~.!ss:lIas4tugtou QIouuty. KNOW ALL MEN BY THESE PRESENTS:Whereas,aIt Washington,in the County aforesaid on the 1st.day of June A.D.19 70 ,before me, Russ elI 1'1.IB.rirj.o ,Register for the Probate of Wills and Granting Letters of AdministraItion in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of late of Mariette Hommey Monongahela in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and John Hommey 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 John Hommey 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 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 inheritanoe taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 1st. day of June in the year of our Lord one thousand nine hundred and Seventy Register N ,-,.'_.'I-....... OF PJJDVHLL MJ\.RI E'l'TE I hereby nominate and appoint my beloved hus- All the rest,residue and remainder of my I direct that all my just debts and funeral Should ·my.ss.idbeloved.husband predecease me or FIHST: SECOND: ;1L II1, II 11I:IiiliIliI!IIIIItIi1i I,Mariette Horn.mey,of New Eagle,'Nashington County,ji ', If Pennsylvan ia,bej ng of'so und mind an'a.memory,eta ma.J.;:e,publishqI,I!and.declare this my Last Will and Test.aLn.ent,118r8by revol:ing any if . .~~nd all wills'by me heretofore made. I!:[I,"ItI'if.'II expenses be paid as soon after my decease as may be found Ii.1 Hconvenient.iij~ 'ih"IIIi estate,real,personal or mixed,of whatsoever nature or 1,-\'here8O--Ii·'~ 'I .!i ever situate,I give,devise and bequeath unto my beloved husband, II .? .HJ ame s }lommey.Ii·..H .i:s]]o uld VJe bo th di e in a COln,l.'1l0n Be cident or at the S8me time,then I!!.in such event,I give,devise and bequeath the same unto my itIi . jl beloved sons,John Hommey and J!~rnest JUliet 811d Clifford EO.limey,i!II,:H share and share al ike and to be equally di videc,among the three of Ii "II theme'II '11 THIRD: Ii1;band James Hom.m.ey,as the executor of this my Last Will and Test-I:' If both John H01l1uey and Ernest Ju.r.r:et. Should my said beloved husband predecease me or should we ses.Jao then Ernest have hereuntD set my hand and . ';11.:"f"_~~.,1 a 55 t t"L .T__~/~.7 .,/,onlS my ast ~ill If John HOJ.)"J,;'11ey does not sV..rvive me, IN VnTi'f~SS WHEHEOE,I uIiarnent. H Ilooth die in a COrrlrwn accident or at the same time,then in such H.II even t,1 hereby nomina te and appoint .my beloved son,John EO.:r£ley, IiIi Ii as the executor.HnI'. nJu.rnet shell be the executor.iJ ..j! 1; 11 do not survive ,;:ne',then Clifford Hommey shall be the executor. it iit! H 11 this /y JU day ,ofH-'-7'/'-':;"'~ E HTes tament • •1 i!Trtll rppT?QSTi"1(l.I:U ...L.J..'\Du .to...H.)p ti "-'"If ( . )/'1 1:~~",>.4 ,~n .\"'""-;:?-:?..\-,"/!",/jr"'/..-:fA"/7 r!:.:'-/,.rd~../~,:,- .'\.-:.--"L",-\..---~_,.or '--·.t_...........~·.."'_.-..-,!l ./'~/p,4/'/.(')..~/ li!/,Ij'·.',!L 7"I'!f·,:{;~l·<?0..('j.-i,.;;../-"f'."-;.:;,.-....7"""{'-.:-~·""'j,«~.._·-'>~~-__......L,-.~_~_",.",..,.,.~~..."",~..~.--..:.,,-~~~~-..,.,'c-..,.,"-"....""''''''''''''''''~'r'''''"~,.''','~"...,..'''~..,''C''",.,.''''',.~..'~~-".,.,,......,.,,P'~~.~-_,'"'J~"_~~.;.-c·......~...'" J(;,3".7 0 -06'::Z \'"-~i\ffiltnutt (@f iExrtutnr (@r i\ltmtUlstrntnr ~latr of 'ruuayluauia,~BB: Qtouuly of 1I&94tuglou \ Personally before me,the undersigned authority,a.n.Q~~H~.Y.p..yQ!.1£in and for said County and State,appeared J..g~P.:HQ.mm§y..._who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ......M.~.r.!.~~1~ij.QmJn~.Y.;deceased,that'the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...Mar.ie.:t.te H.amme.y., 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. day a~=:\l~.;:~.:~;:;J9.:~hia ..Jt:-I _.~LJE~~~;;i;-····_·W -~ARlorJ f::.cG-l:&:\.l"Hl;..al::r.:.~;~~~,~.............) Mono~f:h~~m1:~~~ngJ:~I~:·,Pa.ADDITIONAL INSTRUCTIONS ,l~uly~'h lRV~ntory 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. ~'S>','LQrigmaland 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 lJuueutnry aub !\pprai.armeut of the goods and..chattels,rights and credits which were of M~.~J~.t~.~B.Q.~~.~Y.Jate of M.QnQ.ng9:h~J.~. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY ., Checking account in the Western Pennsylvania National Bank $Cash 456.31 328.00 88 T~1ty-five ($25.00)dollar U.S.Savings Bonds E.in the name of Mariette Hommey or James R.Hommey (James R. Hommey predeceased Marietta Hommey)numbered:_ Q1507740822E QI071610130E Qlo08019740E QI071027471E QI067451374E QI025947872E Q953884848E Q937002372E Q934965258E Q975431149E ,Q913407099E Q913341507E Q912110734E Q 912400320E Q912926426E Q811448652E Q958774226E Q999565519E Q953961654E Q908509471E Q176418366E Qll14447873E i QII01992273E QII00283781E Ql156494617E QII01905878E Qlo08913901E a~~~a8~~~6E Q24640600E \ Q987034862E Q9 53381 791E Q937598953EQ882525039E Q974782976E Q80947Q270E Q809463692E Q896131271E Q896554311E Q895706754E Q907872455E Q895353532EQ881596962E Q88187075VE Q331949595E Q86sJ765225EQ882298884E Q339692289E Q810796001E Q956875838EQI037244888E Q87482426E L127554802E Q267473751E Q258550333E Q304258613E Q247299569E Q234855185EQ270ff5254E. Q232070047E Q1572918E Q1886767E Q2628014E Q8327066E Q6438023E Q3831494E Q201451748E Ql54 592430E Q196880772E Q214938035E Q197457602E Q197457531E Q190750966E Ql 7153 7770E Q15123761JiOE Q79711539E Q40267500E Q18461962E Ql8474416E Q23033873E Q023038965E Q135148834E Ql15827273E Q40506510E Q98605249EL17276012E Q.3'l53088EL3602930E Sub-Total: f 3,746 ]90 $4,531 21 I ~.'/''.:. ~....-~ .......~.......<:!<:~~....~Cl"l~~l;l ~~l;l.,V:>~~"tI-"tI-~is....CI> 0 ~~~~~........~ 10~ \.i L .~.. Savings Account in the Western pennsylvania National Bank ':"Account Number 34524 $8,181.42 Mortgage held by James R.Hommey,et ux to Marietta Hommey 5,600.00 Total Inventory $18,312.63 S'I .......~,­,v .0 l'("lV....;...-t •."-,J '?C'\r '~Tl,...••i/',;..>_,",:c. >: t~1i~-.J =~::');c '~1,·:;"rn c:C-("I'")C')L:::~"I.-(.)r-..-('.(.~~ .~-".,'1 \6',. t 'I --,)~~...'.~~.,:)~~'-.~':-:-J,'1 ':>..:.J:.~0 ~, ?r ~-0 r-0»-en r-J eCl STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as ~verily believe. Sworn and subscribed before me this /1 . ,.-7/_.~ay,of :."c.•"••••••••••••••••••••••••••••19 . ..:..:~.~~~~. MAI?!D~l ,~:'.-'"M,..•1;,COLEMAN ''-.I wgong'lhehi;_Wash',Notary Publ,'c..'j\,7v "-'Ington C",..!.r.""mroission EO"PJi JUly.14,197;Pl~ Washington County,55:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute ~nd Rule of Court,as evidence by proofs thereof filed to No..b3-:-:7L:-:3.8Q . I\. day of...~.""_v.:~,~~~ Register of Wills ....I'::o:l....I'::0 ::l0.....CJ ~0 CJ~~h ~I-<Q)05..... ;.. :.::a Q) I'::~•CJ I-<:;E 0 (\(....i9 ....t~<Il ril I-<~Q)....,w. o:l ''bi!~S :Q)~~" .... I-<::l0 Co) Q\Q)~.... "1 0.... :"i i,. R··i t r~'...,,.,~!t ~J'J t".+,.~\vv~.C ;,.i.l/dH\l NU rEGiSTCr;OF WillS V~ASHirF)TON CO .•PA, ....§oCJ< OJ r;., !0CDril po,M ,'.ld Eo<d>(\1Ii<Il 8 s:::..Oi 8'8 .,.,,:to-!ril 0 Ii1 ~..Ii ril ~d> "tQ.itl 'g 8I~8 .j.)'(\1 0 .j.)P::d>.j.) oM ro s:::H M'.c:~oM 00Ii1".,Z . (.,, -.-./ .';6. \" ,---~4" ... JIll" ..t~.ft •.,...... Jr \-..- .. " The Court is respectfu II y requested to determine proper distribution in this estate. ,"~.II. The First and Final Account of ~ohn Hommey,Executor of the ·. ..~.\ Estate of Mariette Hommey,deceased,late of Monongahela, Washington County,Pennsylvania. The Accountant charged as follows: As Per Inventory filed $18,312.63 TOTAL ASSETS OF ESTATE $18,312.63 TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNr 3,629.61 BALANCE DUE $14,683.02 ".;1 -H --I , .,, The ~c ountant Claims Credits Out Of The Assets of Said Estate,To-wit:- ••DATE PAID NAME OF PAYEE REMARKS .-. :DOLLARS:CENTS : Register of Wills probate,etc.36.50 Malcol L.Morgan,County Treasurer 6/30/7 1 Equitable Gas Company Witnesses on Will Quinet Monument Company monument 15.32 5.58 5.00 115.00 1.85 24.09 10.00 14.00 12.50 5.13 65.00 1,338.00 5.63 tax blood advertisement Memorial Hospital Monongahela City Water Company Municipal Authority ~the City of Monongahela, sewage Bell Telephone West Penn Power Washington County Reports advertisement Western Pennsylvania Nat'l Bank,rent safe dep. box Daily Republican L.M.Frye Funeral Home funeral expenses 6/23/7 6/30/7 6/8/70 6/6/70 6/30/7 1 6/30/7 J.P.Hughes,M.D.hospital care 4/30/70 to May 20,1970 120.00 Register of Wills Filing inventory 3.00 Register of Wills Filing Account 18.00 Notary Public Notary fee 3.75 John Hommey Executors commission 915.63 Joseph J.Benedict Attorneys Commission 915.63 $3,629.61 I I.. THE DAILY REPUaLI~AN' MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3 paragraphs (3)and (25l. County of Washington }ss:State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state,' J1~s__A r_J!_~_s.£i.nJ~j.JL,who,being duly sworn,deposes and says:thaL Sll,!L .is the :bQQkk_~_~p-~_r.of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on the following dates: _J_lllle__ll_J lB and 25__,l9_7.0 _ -Esta-t.e.---No-tice.:.Es-tate .of 11'...a,.r-i.e.tte l-Iomme.y.-.------------------------------------- that the affiant or the corpor~iion in behalf of which she.is acting is not inter. ested in the subject matter of said notice or advertising and that all 9f the allegations of thi~affidavit as to the time place ~n~r,r ~~are ,true...~---------------------------------------------------------~;-----?Ub1lt'~\\tRit I NoU''Y pl\'. ed before me this ~,\lEID U~U.WAS¥llNG10N co., _________________19~~~~;~:;:~~~lIe:'Ilile$}u\~2~,1.~rz. --------------------------------------'". Not Public Washington County Reports =e:a=~~PRBB~= 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 (S8. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON 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 II,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: .............J.g~~J.J.,:tB..f.?~.,1.9..7.Q . Estate NotIces The Register of Wills has granted letters. testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • • • •• •• • ••• • ••• • • HOMMEY.MARIETTE.Dec'd.. Late of Monongahela.Washmgton County.Penna.. dExecutor:John Hommey.822 Howar St Monongahela.Pa.15063Attorney:Joseph J.Benedict.253 W.Main.St..Monongahela.Pa.15063 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,,ffi&~'"W 'he time.pl,re1Jf;;;&::?£:lif14~ .__---__f Editor .'" ;worn to and subscribed before m~s ~~~~-::::: 2.?.t~7..daY of..~Y.~~nn ,19f1.'J.Q. ~...~~~...(l..~~ Notary Public KATHERINE C.NICHOLAS,Notary "ubllc Washington,Washingtlln Cll.,Pa. My CommissiQn Expires November 1,1973 .' iI' lin tbr arnuri nf Q!nmmnn 'Irun nf lfunl1iugtnu arnuuttt.Ja. vs. ESTATE OF MARIETTE HOMMEY No.§3.~79..~.5.§.?,Term,19 . Enter MX .Appearance for the ~.~.~~t..~Q.f M~;r.J~.t..~~HQ.IT!m~.Y in the above stated case ___. To ROJ3i&R;T l'R/lfPFORD, Prothanatary :rn;:;-l~=:~~::~::ey .......$..~p.~~.IT!.1?~.~J.3.!....19.T!. ·r"".~:j ",.J "11 SF 7 I P\'1 3 Z1 nu'):3 L...'.':,',i11 i'l 0 HEGISTER OF WILLS W/\SHlr::.TON CO .•PA ... No ,Term,19 . versus PRAECIPE FOR APPEARANCE Attorney for .. ~2 In t4:r Qtnurt nf Qtnmmnn 'lenD nf IhlD4ingtnn Qrnunty. Jrnnsyluuniu.®rpl1uns'Qrnurt l3inisinn ESTATE OF No._6_3_-7_0_-_5_6_2 _ J Mariette Hommey deceas~d In the matter ofthe Firs t and Final Account of John Hommey Executor ADJUDICATION AND DECREE And now September 2/,19-1L,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereoffhe BB~W for distribution in the hands of the Accountant is determined to be $4,•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 14712.671 I Balance per account _ Balance;-."._ Deduct Clerk's Costs &Receipts _ Al'tomey__......::.J..::::o..:::s~e.r::p~h~J..L•......::::B;.:::;e~n~e~d=i..:.:;c~t _ Russell Marino,Agent,transfer inheritance tax,$510.99 Interest from 8/19/71 to 9/30/71 3.51 John Hommey,son,1/3 residue,credit to be taken by the accountant for funds in the amount of $1500.00 advanced prior to distribution by the Court, Ernest Jumet,son,1/3 residue,credit to be taken by the accountant for funds in the amount of $1500.00 advanced prior to distribution by the Court, Clifford Hommey,son,1/3 residue,credit to be taken by the accountant for funds in the amount of $1500.00 advanced prior to distribution by the Court,4712.67 $14,683.02 No balance NOTE:Included in the above residue for distrib tion is of James R.Hommey,et ux.and Marietta H mmey in Book Vol.649 at page 267,dated August 3 1964, kind and distributed as such at the value of $560 and in the proportionate shares as set fo th in t tribution of the residue. a mortgage ortgage e1d in .00 and e dis- -:'1'r:n. I ..I,..p RUS~.;:i L ::,.<I rw " ;:.EGiS -r"i::.l~>CF ~'/I LLS v 1'/AS O{.!•Tn'J ('0 PA,,,,\i.j 1'.\.1,._"•.., No._ Jtfthe matter of the Account of c '71 S~;J 71 Pi!3 Z7 '-'- ~ [...- of Estate of !\~jubirntinu nub m~rr~~ ':' / / "C- ~ ':" -L n ,/ +: '-- c; r \\-\~~\~ ~a .V '~ l I .'-1 " r~ '- RIGHT TO COLLECT MONTHLY PAYMENTS ON MORTGAGE: , _:-,,------------------------------------------- II L _ I~'-~--.........-------..~~&:r:~.-;-~- -~~-- _~~~~<hd~u ~cY"~ft ~L:~t~~~-- t---~-~=--.~~_~;;7£~~~.~~~.~-_- ;-------------"7'721-.1 -~y ~ ---- -.J _StII '. ....or:;:1~--'.:l>..,....'\..) (fJ G)C :r:(n,"C-~~t'~1 • 7:~,';.,"P'I -i -,'/',' l",..".,1 :[f,a ....~_. I Z U I 0»(f) •.. J l j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY~PENNA. ORPHANS'COURT DIVISION .,.~~ ·IN RE: Estate of MARIETTE HOMMEYJ Deceas ed. ( ) ( ) ( ) ( No.562 of 1970 ~z«>oJ>-~BEFORE:z 11/II. ZoI-l!li APPEARANCES: III«~ HEARING.ON AUDIT T~E HONORABLE P.VINCENT MARINO,Judge ..of the said Court. JOSEPH J ..BENEDICT;Esq.,'of Monongahela, Pa..repres enting the Accountant. ,j ~i~TIME: Q oJ«~ Q:J .., I: t-::til Monday;September 13.1971,at 1:30 o'clock P.rM.,EDST. Number 562 of 1970.the t-state of Mariette Hom'mey, J.BenedicLMr.Benedict? deceased.The Executor is John Hommey and the attorney is Joseph And a receipt forrwhich is·hereby attached.In this estate part of the If the Court please,the papers are all in order. There's been an-advancement of $1500.0'0 to ea~h of the legatees. MR.BENEDICT: uiII:"III " I-0:oII.11/0: I-0::JoU 'oJc(u'Eo assets ~onsisted of a mortgage at $5600.00.We are asking the Cou t to-award that to the one person,agent for the other two,per paper -filed.They have filed a consent to thaL THE COURT:Would they each have an equal.share in it then? MR.BENEDICT:Yes. 2 THE COURT:•Very well.Are there any unpaid'debts in the esta e? MR.BENEDICT:No,Your Honor. THE COURT:Is there anyone else in Court interested in this (A UDITCLOSED ) The audit of this account is orde red closed by th (NO RESPONSE) " Court. " decedent's eEjtate? THE COURT: ;-. '.e ~z«>..>-VIZ "ZIIIDo i0 . l-~Z XVI , «~ ,f ..:~II:l-!!! 'I Qe.. 0( 0ii:J., J:l-I'N -:....qi .,oJ ,>,1\ J. ",to !~') I "'t'~-, 1.~~1 l-.J (~o (,•,l'"~-'...J ...a :'f ,1l1 .:rr-v (J)0 <t-l 0..Q 4 .....-I::r::.0 e:c -.,....Grq;:..:..-::::.-,~,Cc::(:1-- ;f (""~J J 'c!-t).Z("';t..u v..::r:t.')'..)(j ~f)u:::LL.!~:C r-c..:3:;:.: L..... 'I t, " I '\ IN THE ORPHAN/S COURT OF WASHINGTON COUNTY1 ,PENNSYLVANIA ESTATE OF \ " J --Mal't..tta--H..,------.-··-······-·······----·------·No.of 19 A. A._ IJRA!lCD'IStrr RECEIPT The undersigned,hereby acknowledges to ha¥e this day recei¥ed of .......,.J.olm..S'-7•...bel\lt.or ot the..Bltate..ot.;~t.tta . the sum of.'II!'..Ofte......ouea.....Pl'l•..lNn4recl..aa•..10/100...(.1.,.5QO.OO.).••.DOLLARS, in full payment and satisfac'tion of the amount awarded to me by the said Orphan's Court in its Decree and Sche~ule of Distribution filed to the above number and in consideration thereof,the undersigned hereby releases and discharges the said fiduciary from any further liability on account of the same.>~•/Jr1 '.~~Witness my hand and seal this.tio/.D..I :day of ...,19 t1 .-st:,.. :r/'/~//'y /,._?./_,~r~._~;.~.._._.._.,.-.-..T.(71..~~------__~)~:e:~...::.-~-:--ISea.il)/('>:.-i .,-.- /•':.(',-Ii,/.\-~.~--,./j.,~'~,.. , 97 I ,'"\""I '\I.,~I._,,.I SEP 2I PM 3 27 I ( I t No... __of 19 _A.A. .___lYJ~~J~_~.t.~~~_~.~~¥.. ESTATE OF RUSSEl!:~:,':liW r{EGISTEH,OF WILLS \VASHiN'·iON GO.•PA. I I. Advance-ment iDIS'IAUUm8N RECEIPT ~.,.'~-~... ".,~. JOSEPH J.BENEDICT, ATTORNEY·AT·LAW 253 W.Main Street MONONGAHELA,PENN~ IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSrLVANIA ESTATE OF __N.~~;L~t.t~__HQrom~.Y.'.----No.of 19 A. A._ ADVANCEMENT mmR£ImIKlN RECEIPT The undersigned,hereby acknowled'ges to ha¥e this day recei¥ed of ............._J.().llIl II.C?~~.~.y.'-:E.~~.c.~~.q!9.:f tl1~EE?t.~t.~Qf.Ma.r.i.e.tt.a..Hommey . the sum of.~..Q.n..~...~:tlC>1l:s.?-!!q....~~.Y.~...II~.~q.r.~q ...?-p,<L No!),0.0 ...(.$,1.,.5.00.•.00.).~.~~DOLLARS, in full payment and satisfaction of the amount awarded to me by"the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in consideration thereof,the \undersigned hereby releases and discharges the said fiduciary from any further liability on account of t~istam:~my hand and seal thiS.k.i"'day of >.\'~.'?..t l,;{..0,,~.~:-:-. .THOMAS 'So S-CURFlEtD,NOfa~P-atiuc MonongClhela,Washington Co.-~Pa. My Commission Expires Se~tember.l.0~19Z3j .,, L:,'t'C I)lit...L"L J '?\S£P 7.\PH 3 21 L! No __.._..of 19 ___A.A. ..._M~;r;t._~:t.t~..H.Qmme.y.__._.__.._..__- ESTATE OF RUS~~'L ;\i.\AR\H0 nEGIST::"I\OF WILLS VJAS\~\N;,TON CO ..PA. l L c.. Advancement ~.RECEIPT (,....I (1 ....,\Il(I''"'),....-"c..::c ~'-,"1"'1 -•", f\~~::''"---.........'\~~ \;\,'(',;.-/\",<u_)'Ji/'.j'\,>",C.t ,,'-• .;)..•\\l.',._J . JOSEPH J.BENEDICT ATTORNEY-AT-LAW 253 W.Main Street MONONGAHELA;PENN~ ,IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF •" --Marletta--Homme¥~------------------------------------No.of 19 A. A._,. ,,\ \, ADVAHCEMENr~RECEIPT The undersigned,hereby acknowled'ges to have this day received of ................J.ohn..H~~Y,Execut.or._.ot the..Estate..of..Mal'le.tta..Hommey ···· the sum of.~..qne..Thous.and ..'lve..Bundred..and..Ho/1°O ...($l.,.500.00.)..-.DOLLARS, in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Sched~le of Distribution filed to the above number and in consideration thereof,the undersigned hereby releases and discharges the said fiduciary from any further liability on account of the .same...( WItness my hand and seal thls ...'1.day of .,h 19.1~'/().....-r ~:, "tIs-------------------------------c -------------,-------------ISeall "......'..,.....~''- "-.!.~.,f t : '71 $[" ......•), P~i 3 21 No.---of 19 .A.A. --M~_~J~_t_t~H9_mm~y.~_......_.. _ ESTATE OF Rl r;~G: ill t ('..,'~'i .\.....'l I 1 I I I .(,.t)•~(()...hHi\li~ .;t OF WILLS 'rON CO .•PA. Aavancement JOtMJU8Il1l!1£)J!I,RECEIPT JOSEPH J.BENEDICT ATTORNEY·AT·LAW 253 W.Main Street MONONGAHELA.PENNA. f1 .1 Public in and for Joa CIVALLERI Not:ary Public' 8lID 8enu11'dino CouDt)o CtdifOl'Dia MyComMtaeIoft Elcpl,.&Ave.18;1'71 He-executed the known to me to be the person~whose name'_--'......=-_ that ::~:TC;;A;r;:,,&-J!i.c/.;.u;}" on,X,L/-fC ~ifr/~7p ,before me,the undersigned,a Notary said State,personally appeared -----.E_~Ju /?1 E T ___+---L---:-__--:----'--16156 IIerrIIAvwluo ~.......QdItcnIe I2a35 Name (Typed or Printed)(This area for official notarial seal) >-c..a.E0U QI+=.i= c..•!:!~E« ~ii: ;;; ::l"'0.s; 'iicT;; t1 0M E0u. ,;,r'., Form RCC-33 RESIDENT DECEDENT 6570-6-:&~~ COMMONWEALTH OF PENNSYLVANIA~*~ DEPARTMENT OF REVENUE ~ BUREAU OF COUNTY COLLECTIONS COUNTY OF .W~l;lb.lpgt.op... .......................M~.;t:':t..~.~.y~l.J..9..~.~~Y... (State full name of decedent) IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate.Tax Act of 1961.) IN TH£MATTER OF THE ESTATE OF AFFIDAVIT OF . Late of ...........WashingtQn and say ::,:'.::::::;::~:~::~:_-:_}'" ..JQhnHOmme.y.... of the estate of the above-named decedent being duly sworn.depose Executor Decedent died ..May.....19,. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed.. ............19....7Q.......,J testate leaving a last will.copy of which is hereto attached.} (lIay)(Y~ar)Lintestate Joseph J.Benedict>.2 53Weat·Mafristreet ..·... Monongahela,pa~15063.. That as such ~.~~.~.'9:~g.!:;deponent is familiar with the affairs of said estate and the property con- (I';x"cutor·ArlminiBtrator) 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHI~OF JOINT HqLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the real property in the 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 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 mortg8j!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,wi th interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. .. In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The sChe~ple 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,wi.thin two years of decedent's death,in contemplation of decedent's death,or intended to t~ke effect in possession or enjoyment at or after death,said schedule sets forth the natu're and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case ~transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy 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,w~ll,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 chargeable for period pri.or to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a sta.tement of collateral pledged for obliga- tions,if any.It is agreed that the fi.duci.ary 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 i.n Schedules "A","B","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to b fore me this ../..1:.. 'Zi...,"day of ,19 . ....~~.. M~~IOrJ E\COLEMAN,Notary Public Monongahela,Washington Co.,Pa.. .My COrl\.lJlission EX;lIt'1la July 14,1973 .<1..£A ···...~_.r~xeC'Utor-Administr tor) •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••_..u.u.......• (Street Number) ............................................................................................................................ (City or Town and State) NOTE:Bef~re si.gning affidavit make sure all blank spaces i.n the affi.davit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securiti.es 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 i1 in the "Summary"has been properly completed as above-directed. RCC~,31j (1'64) ,COMMONWEALTH OF PENNSYLVANIA " •D'EPA"RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DEcepENT SCHEDULE uA" 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 il)common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1 )(2)(3) described by lot and block number,street and street number,together with DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. N 0 NE Insert thi s total opposi te ureal property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. ,', RCC-35 COMMONWEALTH OF PENNSYDVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT MARIETTE HOMMEY ESTA~E 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~giblepersonalproperty,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 No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) Checking Account in the Western Pa.Nat'l Bank Cash Savings Account in the Western Pa.Nat '1 .....,A.'J>.i Bank -Account Number 34524 ~/.8,181.42"''\/7~. 86 Twenty-five ($25.00)Dollar U.S.Savirgs f Bonds E in the name of Mariette Hommey or James R.Hommey (James R.Hommey predeceased Mariette Hommey).., 3 Fifty ($50 •00 )Dollar U.S.Savings Bonds E in the name of Mariette Hommey or James R.Hommey (James R.Hommey predeceased Mariette Hommey). $3,746.90 31 7 1'.9° f /f I~<j J.. I Mortgage held by James R.Hommey,et ux to Mariette Hommey Total: 0/7;-':.5,600.00 $18,312.63 0;&00.0-0 Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. RCC-36 .' COmlON'\K\LTH OF PENNSYLVANIA T~\NS1~R INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TR.ANSFERS (1)Did decedent,within two years of-death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)n_O __ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)no (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__n_o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__n_o~__ (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)no NOTE 1:'The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. --',..•-.1 -.. .RC~-38 COMMuNWEALTH OF PENNSYLVANIA TnAN~FEH INHERITANCE TAX PiliSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY percentage Estate Share Valuation I~STRlTTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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.--~'-"-"--=============F===r==-=--=-==-T---==-=--=-=:;=========--li~;i;tion of Property,Date of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place I Value of Reeord of Instrument,where Real Estate.! property Interest On interest western Pa.National Bank savings account in the rame of Mariette Hommey,John Hommey,ErnestI Jumet,and Clifford HOmme,y~ Savings account #34524 ~J one-fourth of'~$8,1 1,42,",-,OQ)~~,~(AC,h y''-..-UP}~1 f . Mariette Hommey Monongahela,Pa. John Hommey 822 Howard street Monongahela,Pa. Ernest Jumet 9534 Fontana Avenue Fontanai,California .. Clifford Hommey 311 S'-Lane Drive New Whiteland,Indiana bi~. $2,045.5 Insert this total opposite "Jointly Owned Property";Schedule"E" in the "As Reported"column on the last page of this return. 4-<-'. r-'-v r C)>-(J} .. r ., RC~!:37 (1~-6'3) ·COMMONWEALTH OF PENNSYYLANIA tRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested.contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH John Hommey son yes 822 Howard st.r' -1~J,.i:l.,ri:l..J,.-;;vv.,) Ernest Jumet son yes 9534 Fontana Avenue ~,...,...'"...~ ,L',".........._,,_u ..._ Clifford Hommey son yes 311 s.Lane Drive New Wh~,.Luu. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration (No.Year . (Executor-Administrator must complete "As Reported"column #1.) r.1 THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF ....... Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL Gl ~""d !:l:l'"t en en0II:>'"t II:>'"::l '"-'"'"0.....::l "'tJ~~~'"t~0 ""d '0II:>enC"''"t '"t ~0 ~'0 t%1 en'"t '"......'<II:>...en :~~ ,....,..a:: ~a::~> !:l:l en en en -<.".~(")(")::r ::r ::r:,...,;'.'.. :"1 C'5 c8 :>:~::::::--- -EI9~-EI9~-EI9-E19 "( ~. ~~ \!J.~ N "<:>~ :\!,."C'J :C). :~ .~:~: ·0 . ~~~ ieJv. '-...~. ~ .Gv >'"!:l:len--0--0"""'"......8.-......... -EI9.-EI9 ~-EI9 -EI9 -EI9 :..\(j \.C) .~: >-:l' '0'"q: :.so~ :Q:~ .~ ~:,~: ~:,: ~. t >'"VIt_8"~............2. :::l~c... ~ .-. Regld.r 0 \Vilis,Agent ~ p 3 -7QEDU~2oWED IN f THE SUM OF $14~Q~(t . om "'ROV".~....'i:tl°~Jl (\JAnA d )b4MJI <A ~ , STATEMENT OF DEBTS AND DEDUCTIONS COUNTY ESTATE OF Mariette Hommey 1/I.ATE OF --'M:.:,o.:.;n=o;:.:n'''''g""a=h:,:e;.::l:.;:;a;;........._ DATE OF FIl.ING APPRAISEMENT DATS OF DEATH ~M:;::a:.l'y__:;1,;;.,,9~,t.-..:l;;;..9~7_0 _ OFFICE OF THE " REGISTER OF WILLS AND AGENT OF THE COMMONWiALTH Form RG C··lO OF Washington DATE NO.OF VOUCH"JIl NAMi OF PAYEE REMARKS AMOUNT Register of Wills probate.etc.~6.150 Witnesses on Will 10.00 WashinlZton County Reports advertisement 14.00 /6/6/70 Dailv Reoublican West Penn Power advertisement -"::\1 Rosoital blood 65.00 L.M.Frve Funeral Home funeral exoenses 6/2?,/'70 MononlZahela City Water Co. f)/':{o/'ro Mllni~inal Authority of the ity of MononlZahela sewalZe IS ~2 6/':{O/7() 6/30/70 Western pennsylvania Natll ,ank rent safe deposit tiox 5.00 Quinet Monument Comoany monument 111;'00 6/':{0/70 Eauitable Gas Comoany 1 8~ Malcolm L.MorlZan County treasurer 24.bg J.P.Hughes.M.D.hospital care 4/30/70 to May 20,1970.120.00 "Recz1stel"of 'W111s ':{00 "RpO'il=lter of Wills FilinlZ Account 18 DO Notarv Public NotarY fees John Hommey Executors commission 915 6~ Joseph J ._Benedict Attorneys commission 91l;63 {~.";:-~3:$t1?~t9J f£.d!,=====~===:!:=====;=========='============:d~J ..-/ COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington S8: I,John Rommey "ll(""'"'.GJlE.j~":";.,N~'\oH:Y PUlJUlV Monongahela,Washington Co"Pel. My ColMlission Explroo dUly 14,1973 1\L_ '.1 (j)<:0 -l Cl.--..._.J.L- a:-!"t-O>-0 \.1•.Z ,~(~.......r---. r'o~ ,.; • RCC-BI (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHN HOMMEY (Executor X~di*· IN YOUR REPLY PLEA8E REFER TO 38-77-2 j In Re:Estate of MARIETTE HOMMEY WASHINGTON County -File No.63-70-562 Dear Mr.Homrney, You are hereby notified that the o~~i~n~a~]~__ appraisement in the estate of MARIETTE HOMMEY has been filed in the office of the Register of Wills qf WASHINGTON County on August 18 ,1911.Said appraisement reflects·the following valuations: Jt.Held ~~~__---lI2"'-l,~O~4a:...5..Lo.....3,l.;,5.L--_ Personal PropertY __l~84,~3~1~2~.~3~5~__ Transfers _ Tota1 ..2r.l.Ot...J,.....3]..;5L7t-.,...;9::IJ8~-__ 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 A_u......g~u_s_t~1:;;..8:;;..,L-..:l::.;9:;...7:..:1=--__ DATE OF DEATH:May 19,1970 Note:This is not a bill. Signed ~.Y040 Title ALFRED TOSI,APPRAISER T " JOSEPH J.BENEDICT ATTORNEY AT LAW MONONGAHELA,PA.15063 August 12,1971 Commonwealth of Pennsylvania Inheritance Tax Department Washington Trust Building Washington,Pennsylvania Attention of Mr.Fred Tosi Dear Mr.Tosi: He:Estate of Mariette Hommey The E Bonds mentioned in the Inventory were reduceG~':to cash and the amount realized thereon was $3,746.90. Very truly yours, JJB:slz Enclosures .' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HOMMEY (Last Name) MARIETTE (First Name)(Initial) DATE OF DEATH 5-19-70 FILE NO.63-70-562 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON 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:.;::u:.cgl.::u:..=s-=.t.-=1..::.8...J..'_1=..::..9..:..;71=.- 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 /0 1,3 I z.-l .2 /)Cj ~~.3s /Z,/7b S-" VALUE AS REAPPRAISED $ VALUE AS REPORTED VALUE AS APPRAISED $$ --"In .-n:\ ?n;:1C\'lC\ 20 357 98 20.357 98 NONE NONE 20 357 98 20.357 98CLEARVALUEOFESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---1__ Tax on $--1__ Tax on $---------1---Tax on $---1__ Tax on $-----------1-- Exemptions========t== Total Estate ---!-__ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death 2%$ ~$ 5%$ 10%$ 15%$ * $ $ $ $ --------+---.., ______--'-4-_-.:L.. , "--I, ..., (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $~ Add interest a\~ate of 6%from $---J"L AMOUNT OF ESTATE TAX ASSESSED $-----L- Estate tax paid $--'l- BALANCE DUE $---JL- Add interest at rate of 6%from ------lto-----$--------1t=-TOTAL TAX BALANCE $------I.PAID $-' 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 t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARIETTE HOMMEY Deceased ',. ..:J "' Late of .MONONGAHELA -,..... ~f ...._-;-'I '-"""'l :....., County of WASHINGTON -jI-"': .. ;'-1 Commonwealth of Pennsylvania REPORT AND APPRAISAL ~. . I '"'~ "'1""':::'....... '"):'-; i 't .. ~....._-. lc"':'" ~1 ••' t ';..., ~. -1 : Form RCC-·2.. . .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Augus..t.l8..,.l9.71.. COUNTY W.as.hingt.o.n .. FILE NO....§..~.~..7..9.:::.?§.:?_. Whereas,MARIET.TE HOMMEY late of M.9..N9..NQ:A~J4\. in the County of :WASH.l..NC:T.Q.N Commonwealth of Pennsylvania,having died on the I~.~.h.day of M.~.y 19 79.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,AL.FRED T.OSI ,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. .\ Description of Asset PERSONAL: SEE COpy OF SCHEDULE "B"ATTACHED TO APPRAISEMENT ..~ -1 -.. o 1 Unit Values $ Appraisement Made for Inheritance ITaxPurposes .............................................................................................................,. .._____W~.._ ,Penna. WASHINGTON .County .' ";"'.., I,..I I I::"r,. !I I ;!I,....;',,,"."'",~J RESIDENT INHERITANCE TAX APPRAISEMENT Estate of '7 I ('r'['1tt-':t 1 l:T 3 ZaI,•. ".... \.-,.. I .-I ..i,,; ~.., .............M!\~I~r.T~.....~.9..MMEy Deceased. Late of ...MQNQNGAH.E..LA... Date of Death,5.~.1.9.~..7Q . Appraisemei!t Docket Vol.,38 .. Page,7.7~.Z.No.§.~.:::'..7..9..:::'.?.§.7.. Filed in Register's Ofjice,.Aug l.8..J9..7.1. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,,, Wrote abo.ut Appraisement,. Appeal f1'om Appraisement,.. Entered and charged,.. -+ ;k Usst.LL ;;,.~r-;Ir;0 ;'R:EGIS TEH,OF WILLS WASHiNGTON CO ..PA. ~~ . ." •