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Home My WebLink AboutOC1970-0604 - ESTATE OF WESSELL...PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J, Estate of !::~~Q~~..~.,:..~~~§'~J:b~?:J.~I?:. .L.E.WESSELL,a/k/a.........._--___---_-_..___---_.._-_--_, .................!:~~.Q.~A ..g!W~.~§~b.~. Deceased No ~~..::.J!L=:..9.Q:l A. A. "..... .Fiduciary..~.~~~E.~.~~.~~..~~~E . Date of.Date df Decedent's death -'1.~:r?-.~..~.~..:t~1Q Grant 'of Leltters .J:tJ)}~.J~J.~.7.Q . This is the...~~.~?~..~.~~..~~.~~~..~....c••••••••••••••••••••••••••••••••••••••qccount filed in this estate' If there have been former accounts filed in this estate,list file 'number or number and term . Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record ..c.......•..................• I I Name of surviving spouse !!:?~~:. List issue,where material: Edward Earl Fear -grandson Did decedent marry after execution of will?{indicate}~No.Any children born after execution of will?{indicate} Yes.No.If answer yes,name them . ---..-__._-..--____-.-__ ___--_..---____-_:---_.:__. l.eg.atees Relationship Interest Fiduciary,if deceased or not sui juris Mary Petrisin Edward Earl Fear friend grandson special bequest residue 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:. Fi Ie copy of Notice .-- and date of mailing ~?~~~.~..~~..'~:~~~.~..?~!?:~..~~..~~~..~~~!.'.E?.~;Y..~.E!.~!.~~~~~..!??~g?..~.~~~.~~..~~~~.~l?~, .requested dated February 24.1971... 70-048 ... Is estate subject to the filing of a Federal Estate Tax Return?..~~9 ,,.c "..,,. Actual payment mad~on Pennsylvania Transfer Inheritance Tax.Amount $~~..:_:. 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 crediJors 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. 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: '- \: Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: filing account 16.00 $. '7 t.{7 \1,?\"', $....?~!..??9.75........................... ., Balance for distribution Total additional credits (Subtract)$J..g.!.QQ............)// $··~r'·7..~?·~·7.?············ If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1.realty 2.72 shares U.S.Steel stock 3.·346 shares Allegheny Power Go.stock 4.household furniture 5.cash $25.aoo.00 $2,385.00 $6,357.75 $500.00 $~.l.00 '. ~lXXlxm $24,743.75 -. If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: Mary Petrisin $4,000.00 -cash as advanced by Edward Earl Fear Residuary Heir,Receipt attaches.' 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: See attached notice to take in kind. Edward Earl Fear Mary Petrisin residue Specific Bequest$4,OOO.OO,/x~distributed on Jan.22,1971; see above. COUNTY OF WASHINGTON,55: 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 oL..N.I?.knowledge and belief. ....S.W9.rD.to and·subscribed before .12th March 71methlsdayof19·.. Signature of Officer.~~,2J.2 ~,.,. . .Notary PublicTl'tle of Officer.................................................•~. .MARIEM M.NEIL,Notary Public Office explres····CAl1fORlIlrA:WASHrIlJ'GTcm·l;O:;l'A:······················· My Commission expires July 14L 1973 And your petitioner will ever pray,etc. ~~/~~~J~.:1.~~. Edward Earl Fear ......................................................................!'. No..~~..~..!.?-..~~.?~_A.A. '71 JUL R ~,H II 3lJ .'Estate LENONA E.WESSELL,a/k/aof. L.E.WESSELL,a/k/a LENONA H.WESSELL Deceased Fit..r ...~(-i j rio,L.-';, Fiduciary Edward Earl Fear...._ _--_- ----_-_..-_.. 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:parag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 3.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account.. a.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 sub!;ct thereto., ./.--.....~J/~_. Oliver N.Harmell,EsquireAttorney~2 HUSSEL11,1/,;;:1IJO REG1STU\OF WILLS Y/i\SHINGTON CO .•PA. at .. OLIVER N.HORMELL AITORNEY AT LAW 423 THIRD STREET,BOX 637,CALIFORNIA,PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County,Pennsylvania). February 24,1971 MR.EDWARD E.FEAR 719 Lincoln Avenue Charleroi,Pennsylvania,15022 In Re:Estate of Lenona E.Wessell,deceased Place of Audit:Third Floor,Court House,Washington,Pennsylvania Date of Audit:Monday,March 15,1971 Time of Audit:1:30 P.M.,E.S.T. Dear Mr.Fear: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County,Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County,Pennsylvania.On the above date and time, there will be presented to the Orphans'Court of Washington County,Pennsylvania, a petition to audit this account.An heir of the estate,as well as any creditor,is entitled to notice of the filing of this petition and audit,and,should you so desire, you may appear there at that time. You are not compelled to appear at the audit,but you may have some questions on this estate.If you have any questions,please do not hesitate to write or call me. I shall be happy to give you any information I can,and will do everything I possibly can to answer any questions you may have. ONH File No.70-048 CERTIFIED MAIL RETURN RECEIPT REQUESTED. Very truly yours, ~o/ ---------------------------------------------- .~ OLIVER N.HORMELL AITORNEY AT LAW 423 THIRD STREET,BOX 637,CAlIFORNIA,PENNSYLVANIA 15419 ".{:."." Area Code 412 Phone 938-8970 938·2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County,Pennsylvania). February 24,1971 MRS~MARY PETRISIN Rear 937 Crest Avenue Charleroi,Pennsylvania,15022 In Re:.Estate of Lenona E.Wessell,deceased Place of Audit:Third Floor,Court House,Washington,Pennsylvania Date of Audit:March 15,1971 Time of Audit:1:30 P.M.,E.S.T. Dear Mrs.Petrisin:. I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County,Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County,Pennsylvania.On the above date and time, there will be presented to the Orphans'Court of Washington County,Pennsylvania, a petition to audit this account.An heir of the estate,as well as any creditor,is entitled to notice of the filing of this petition and audit,and,should you so desire, you may appear there at that time. You are not compelled to appear at the audit,but you may have some questions on this estate..If you have any que(3tions,please do not hesitate to write or call me. I shall be happy to give you any information I can,and will do everything I possibly can to answer any questions you may have. ONH File No.70 ...048 Very truly yours, ~o/ CERTIFIED MAIL ,RETURN RECEIPT REQUESTED. -._I~.:::;..l..,-- ;t:»Ir"i ,.ei)0 c:\-=.:::c U'e-CJ)"-;.-.,- 'T; .<:l. ~C)C'.::-...a.z::-.,.,..,-., 0 --I U r-0 LVJ>(f) u. " C!lnmmnuwrult4 nf 'ruu.ayluuutu.! .a.a~lIu.a4tugtnu C!lnuuty. ) e J KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 16th.day of June A.D.1970 ,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 Lenona E.Wessell a/k/a L.E.Wessell a/k/a Lenona H.Wessell late of Charleroi in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Edward Earl Fear the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Edward Earl Fear 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 16th. day of JUrB in the year of our Lord one thousand nine hundred and Seventy ~~......_...._. Register • ~totlJ)CDto::s CD 0 t?lCD::s......I»~......=tr:lI»•~ ""-~ p;;"~trt "-CD 111 GlCIlI»to -Itto»~t'"I CD -I trtCD......111 ...N ::s ......0 fa0Tla::s I» I»"-~p;;"aP::"-•\1)fa~~tot ~lJ)•to ito tr:l:CD •............ ..,'~'1-!II""".. r-'r'-1~J : C':; 1:,-,,. "'"-...""..'....,.,.•_',-,...~',..'\0.",""-'".....~I OF LENONA E.WESSELL,also known as L ..E.WESSELL,also known as LENONA H.WESSELL I;LENONA E.WESSELL,also known as L.E.WESSELL,also known as LENONA H.WESSELL,of 719 Lincoln Avenue,Borough of Charleroi,Washingto County,Pennsylvania,do make publish and declare this to be my Las.t Will and. Testament,hereby revoking and making void any.and all willls by me at anytime heretofore made. FIRST:I direct that my Executor hereinafter named,pay all of my just debts and funeral expenses as soon as may be practicable after my decease. SECOND:I give and bequeath the sum of Four Thousand Ri.~d 00/100 ($4,000.00) Dollars to my beloved friend MARY PETRISIN. THIRD:All of the rest,residue and remainder of my estate,real,personal 0]' mixed,of which I ~ie 'seized or possessed or to which I may be entitlJ l at my decease,I give,devise and bequeath to my beloved grandson EDWARD EARL FEAR. FOURTH:I nominate,constitute and appoint my beloved grandson EDWARD EARL FEAR,the EXecutor of this my Last Will and Testament,and -1- .' iI I •IIII !:".r'.('.'/-!),/._t '."1<..Cc .,-J~J.L\..t " tion in which he may act. "M Lenona E.~ress,elJ.,also known as .{-+)C 'Zr1(I "!"'-Y-"/r _.,.....//",l.I'~",'-/':/ 0':1'v>I'"d.C.\:.<.tV_-(/{;'{.'~'--·· L.E.Wessell,also known as I t I direct that he shall not be required to enteil.~security in any jurisdic+ !t IIIi , i,1 IN WITNESS WHEREOF,I have hereun to set my hand and seal to this two IiI\ il I~"~e::>i ')~-~".,j..J THE FOREGOING INSTRUMENT,consisting of two (2)pages was on this. 3l i~day of July,1969,signed,sealed,published and declared by LENONA ")((2)page Last Will and Testament,this _-,-':'>_'_"''':-_'day o[July,1969. ., E.WESSELL,also known as L.E.WESSELL,also known as LENONA H. r .~j,"l l,~ 1'~ WESSELL,the Testatrix,as and for ::her Last Will and Testament,in the presence'of us and each of us,who,at her request,in her presence,and in the presence of each other,all being present at the same time,have hereunto sub- scribed our names as witnesses thereto. I i\ffi~auit (@f iExrrutnr (@r i\bmiutstratnr ~tatt of 'tuuay1ttattia l <!touuty of maaqiugtou Saa: P 11 b f th d · d th't Notary Public . d f 'dersonay e ore me,e un erslgne au orl y,a In an or Sal County and State,appeared ~PW~.£~}?..~~X~:~.Y.:§A~L who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of .L.e.uQna..E Wes.selL deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .J·&n9.m-?-..~.t...W~§.§~.U, 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. d sfwor~:~dy'sUbscr~bed be 1 f 9 0re;t~iS ...3.Q.t.h...···..····F....,;..~('~.:;;F.~....... ay 0 ..re ·......Ex~~r-Administrator ........~,~.~.:. CALIFORNIA.WASHINGTON CO.,PA. My Commission expires July 14&197.3 ADDITIONAL 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 31utttutory aUll 1\ppraiatmtut .of the goods and chattels,rights and credits which were of :k.~rw)p.~..E W.$$.~u..late of ~.h-.~.~~~.~9.~. Washington County,Pa"taken and made in conformity with the ab01Je affidavit. J DOLLARS REALTY 1.Lot No.69,(719 Lincoln Avenue),Charleroi,Washington County,Pennsylvania,upon which there is erected a two-story brick dwelling and garage.For chain of title see DBV 598, Page 412.13,500.00 2.Lot No.65 (715 -715i Lincoln Avenue),Charleroi,Washington County,Pennsylvani·a,upon which there is erected a two-story frame house and garage.For chain of title see DBV 613,Page 671,DBV 663,Page 254,DBV 633,Page 257.12,000.00 PERSONALTY CENTS 1.72 shares U.S.Steel stock,331/8 2.346 shares Allegheny Power Co.stock,18 3/8 3.household furniture REPORTED FOR INHERITANCE TAX PURPOSES ONLY: 1.Checking Account,First National Bank and Trust Company of Washington,Charleroi Office,L enona E.Wessell and Edward Earl Fear,$972.97,one-half taxable 2.Savings Account,First Federal Savings and Loan Assn, Charleroi Office,Lenona E.Wessell and Edward Earl Fear, $20,000.00,one-half taxable 3.Savings Account,Charleroi First Federal Savings and Loan Assn.$10,000.00,one-half .taxable,Lenona E.Wessell and Laura Holman 70-048 2,385.00 6,3571 75 500100 I 34,742175 486.48 10,000.00 5,ooot 00 I 15,486l48 17[0 ~3--70·'60,/ Inventory and Appraisement .IN THE ESTATE OF .......~~.N"QN".A ..~.~W.~?$~.~~. Filed ,19 . '"11........; c::::;.~:::v::u ::::::...III"'\'0"NO'''' );»orne: "c=>U?.G)(Ii <=},-"::L (j"}(,n ~=;--i;-., .••,.j 0 ~rr:r---v _"__~__... --f .~.• ."2 C:-::>'ft -0::.-x:~-,.-" "'r".....("')::r::Su·-0 __. r-:2~-ur-o c::1 . l>(J)e;:::, I OLIVER N HORMELL Attorney at Law 423 Third Street California,Pennsylvania DK-C81~Z STATE OF PENNSYLVANIA, WASHINGTON .COUNTY,~55: The within named Accountant being duly sworn according to law,deposeS and sayS that the above account as stated is true and correct as ~.~verily believe, Sworn and subscribed before me this ~.9.tb._. day of _~.~~~~!:y.__19.?L . .......~__911 ~._:.. MARIEM M,NEIL,Notary Public CALIFORNIA,WASHINGTON CO"PA, My Commission expires July 14,1973 Warshington County,ss: ~~&~.;±~--_. 'Edward Earl Fear,Executor I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereofHied to No..k3:::1L:::L :..nJ:, Wl'tn~mYhand and offiCial seal thls---.I-~--..---..... day oC.....0 ••~•••••Cii:ii\.=...~...;.....l/lL . . .~JLUY.~,__,,.,_,__.. Register of Wills ~ ~........,...,,0 ...§~;::l 0...,0 .....,-->:=0 =1 ~;::l ~i 0 ;::l0Q):;0<.l 0:.<:I .....<.l<.l ...,-,<.l<lj +>:"'n·B......-0 s <lj ~,·'E 0()i ;:l:n·..t L:U,...,:.!<l .p:.j ~\:......c;:"d Q)I'rl ~i 0 ~~l ~:a>:l~!Q)'"""........,0 t<J~;=:>-i :>.~i ~..:p JAN 77 PM 3 ")I Q)0 .pi Q)'C)~'"'<)...t-:-...~~!L Q)(-,ro!...l i 0 ...iE [:'01 0 i(/)1 ~i ~f).,..., ri1 0 ......rill ..., C)(/):ctl:...,1 ~<ljEo<~i a>:>:=:~~i<lj ......;::l :ri1Eo<~j ctl ~!0 eli\"i RUSSELL i'/RIIIO <.l "dw:l::......!I/L.."ji .'<.l =i s:::ri1 .....<\l <\l !~:~~:r:-GI~T"~'OF VltLLS\j ";;-\),-1"=H oi \~i cd:\'-',"i.-\...g;§(l)-0 ~:~'''Jl "d ~i 'IASHiNGTON CO.,PA....,...!'......p~i l::'~'"!'bD -.::::l -<z!cd "di cD ~-1 ~:Q)~""-01 +>.<:I u.l ctl:~...,IZi~~i 0 ~~=~i ....."di c-+~"d0~i ~i >:=... Z <lj ""0M..... " •. .' ,,. ,. ,. '. ,, .. ........~...,~ .. •• The Court is respectfully requested to determine proper d;st~a,e. q.,~ Counsel " 1970 ACCOUNTANT CLAIMS CREDIT FOR: June 10 June 21 June 24 June 24 July 17 Aug.3 Aug.10 Aug.12 Aug.12 Aug.14 Dec.30 1971 Jan.26 Russell Marino,Reg.of Wills Dorothy Lender,R.N. Harold Schrock,Funeral Hom e Washington County Reports Valley Independent Russell Marino,Reg.of Wills Harry E.Isaac County Treasurer Russe~llMarino;~Reg.of Wills W.Ross Allen,Tax Collector Oliver N.Hormell Washington Co.Bar Assn letters testamentary and ~ short certificates services funeral for decedent estate advertising estate advertising 4 short certificates engraving marker 1970 County taxes filing inventory. 1970 borough &school tax attorney fees estate fee Total -2- $:~10.50.' $68.25 $2,095.00 $14.00 $10.75 $4.00 $14.00 $107.99 $13.00 $439.40· $1,737.14 $10.00 $4,524.03 "~.J •....,. ACCOUNT NO.63 -70 -604 FIRST AND FINAL ACCOUNT of EDWARD EARL FEAR,Executor of the Estate of LENONJA:E.WESSELL, also known as L.E.WESSELL,also known as LENONA H.WESSELL,decease late of the Borough of Charleroi,Washington County,Pennsylvania. THE ACCOUNTANT IS CHARGED AS FOLLOWS: 1.Inventory and Appraisement filed on August 12, 1970 • 2.Cash advanced to the estate to facilitate administration . . . $34,742.75 . $4,541.03 $39,283.78 *** ***** * *** **** **** **** * RECAPITULATION OF ACCOUNT OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA,PENNA. 70-048 Assets of the Estate Credits of the Estate Balance of Estate Balance consists of: 1.Realty 13,500.00 &12,000.00 2.72 shares U.S.Steel stock 3.346 shares Allegheny Power Co.stock 4.household furniture 5.cash -1- $39,283.78 $4,524.03 $34,759.75 $25,500.00 $2,385.00 $6.357.75 $500.00 $17.00 $24,759.75 , l ( ·WC\Shington Coun~Reports ::eS:::SOtl:l!:I=I:::M*tN:Sft£:EI'= 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 t STATR OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 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: ......}y.~.y.?.'-~.'-..J.~..L.J.~.zQ..L.. Estate •• The Reg.10f Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •• • • • • • • ••• •• • • •• WESSELL,LENONA E.,a/k/a L.E.WESSELL,a/k/a LENONA H.WES-SELL,Dec'd. Late of Charleroi,Washington Coun-ty,Penna. Executor:Edward Earl Fear,719rJ02~~ln Avenue,Charleroi,Penna. Attorney:Oliver N.Hormell,423 Third Street,California,Penna. 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 ~her:~ations of ,hi,,ffid,"i,,,",he ,'"'PloY)t;Z ~;'P"b~'~ .................'=::L!~.~~~~~t~~~.~~.~::ys:;.~~~i.~~.~~;~;..~....m_.~.~Q...------ •./J)/7' ...........................~~J..!t.....r.fr.U~.td~ Notary Public KATHERINE C.NICHOLAS,Notary Publij: Washington,Washington Co.,Pa. My Commission Expires November 1,1973 ••'. Pra.'of Publication alNalic.in The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, aS,amended by Act No.51 of April 24,1931,P.L.67 State of Pennsylvania }.u·County of.Westmoreland • Personolly appeared before me William H.Pore,General Manager of The Valley Independent,who being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which dote The Volley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,June 26,1970 July 3 and 10,1970 Affiant further deposes and says that he is General Manager of The Valley Independent,a daily newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and that all allegations in the foregoing statements as to time,place and charocter of publication are true. COPY of NOTICE :.':,'..,~~~~\\j~':'i'•.Letters teslamenlary.',on thel/.estate ofLenonaE.Wessell"a.k.a~'~~:Awessell,.k.a Lenona H.",Wessell late.p~,the'.bo~.ough of Charleroi,WlIShlngton'.N:ountY,deceased,havlng"beengranted'by",th eRegisterofWashlilgtoricounty;nolice'rls hereby glven',Olo '011 persons indebtedHo Slid eslate to make immediate, payment, and to those having claims.against the sime to presenl them without delay to<:,Edward Elrl Fear,executor,719 Lincoln\.~'.."lIen.ue.,.Charlero.]'..penns.YIVania,150~2,Oliver N.,.Hormall,.atlorney,.423·Third treet,.;Callfornla;PennsVlania.-""";..'.6;26;7:3,10 Ct\/I.\{LJ:.<l ',.'.".•.'""''',.1'.'"b"OI"" f.'Dc"AD ""o~ary,...\:.,,"~',}C~O ,,<>.0 ,'q,IOIl "r"C.!!\~CGmml~1 '\91\'My commission expires ....;.;·bm;;;;..iO:::u:.;;.ar..::.~_'_ STATEMENT OF ADVERTISING 'COSTS: Oliver N.Hormell,Attorney at Law 423 Third Street California,Pa.15419 TO THE VALLEY INDEPENDENT,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates . . . . . ...$10.00 Notary '$ •75 , Total ...............................................................$10.75 lECEIPT FOR ADVERTISING COSTS The Valley'Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certifies that the same have been duly paid. THE,VALLEY INDEPENDENT By.:...-_ 111 c·l t. I.f .,. 'In tbe mattcr of tee AUG it of Acconnt In".......':... ~slalc or LENONA E.WESSELL a/k/a .,L •.E.WE'SSELL',ajk/a LENONA H.WESSELL No,63-70-604·.---".. '. ..., " -....TO THE AuDlTIXG JuDGE: :....",....:'..:.~.- "Edward~.Ear"1,':Fe'ar, a/kIa'......·L~E.Wessell,the Estate .af Lenana E.:Wessell,'ak/a Lenana H.Wessell..- ."Enlcr m_Y:!-.-,appearance ror I . i:. .,. ."... ..-.. .....-." .O~iver N.armell;Esq•... 15th .dey or .March __19-11.. : Ii I· 70-048.~ N.B.....:Cou~sel sh:!.11,by sep~rate p:lper.present a concise s.!tate:::1~nt or e:lcn clair....},\\"ith sU[i;'lortin~cJ.!L~!l:.!:on of ::lny i~tere.5tcT1'.~::T'..-:;}l..Obj~c~:o:.s to,nn :lCCOU:1t ~5 rUed.sb.:111 b~CC:lcLsclr 5t~ted in ~·se;:-;~r:lt~p:l~er. Council st:;;·=s:i~::;p;-O;lcr di.5:ributioD.sb.::dl tile a seilar.;.;:,.le concise ~t:lt.:: mcut In tb.t r,,;ard. .0':. .'.0°...-o-.'__'_"'~__. ·...~"'.i~.e.__._J _ J I-N THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA" ~-•.--:.."....;..."":...'H -'----1·_ O'lRPHANS'COURT DIVISION HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judg of the said Court. IN RE: ESTATE OF LENONA E.WESSELL,a/k.!a L.E.WESSELL,a!k!a ~LENONA H.WESSELL,zc(>gDeceased. zz IIID. ieClz~BEFORE: c(~ ) ) ) ) ) ) ) ) ) No.604 of 1970 attorney is Oliver N.Hormell.Mr.Hormell? Wessell,deceased.The Executor is Edward Earl Fear and the fl I ..:u~~APPEARANCES: oJc( UQ ::l., ~TIME:1\1 uilI:IIIl-ll:o~THE COURT: l-ll:::loU oJc( Uii:...o MR.HORMELL: OLIVER N.HORMELL,ESQ.,'of California, Pa.,representing the Accountant. Monday,March 15,1971,at 1:30 o'clock P.M., EST. Number 60~of 1970,the estate of Lenona E. May it please the Court,I have all of the necess ary papers here.The total balance for distribution at this time being $24,743.75,which consists of realty,certain shares of stock, household furniture and a $1.00 item as cash.This executor has paid all of the·specific devises,specific bequests.And we have attached hereto a receipt for the same.We have also attached a 2 request to take in kind the stock which is to go to the executor.I do not have here a certification for the real es tatel but I w ill get that to the Court.With the exception of thos e statementsl there are no problems in this estate. THE COURT:Are there any outstanding claims? MR.HORMELL:N01 sir. (NO RESPONSE) The audit of this account is marked closed by th .' :!z ,~,THE COURT:Is there anyone else in Court interested in thisoJ )0 ..m~decedent's estate?III Q, i~l!lZ!THE COURT: .,'1e ~Court. 0:ןmo (A UDIT CLOSED) oJ ':!uo MR.HORMELL:Pardon me,Your Honor.I omitted something 01 :J., S this estate.I told the Court that there we ren't any clai m3 and oj 0:III~oQ,III'0: I-0::JoU .I0(oii:ILo there are not any claims.Howeve:r;I can fore.aa>e the possibility Df some claim coming up from the Personal Property Tax Departme t in the county.They had sent a statement to me indicating that ther e would be a claim for Personal Property Taxes on this decedent.But after we got into the matter I demonstrated to them that the stock to which they have reference which they have picked up on our account had been sold and that there had been tax paid on it.I have agreed with them and they agreed with me that there is no claim,but just in case such papers should come up here,why,I call it to your attention. 2 ~..;;.,~.;..'-----;~-------------:----------------------~--- THE COURT:We don't have a Praecipe filed by them at this ti e so it would appear that they have dropped the claim.Is there anyo e else in Court interested in this decedent 's estate? (NO RESPONSE) • ceZ~~GlZZIIIII. ieClziQIce~ tiitIiiE ,Jcei3E::l., THE COUR T: Court. The audit of this account is marked closed by th ( A UDIT CLOSED)" !~' ._~ ~411 aiII:III~I h~reby certify tl1at the vroeeedings and evidence are II.IIIII:~contained fully and accurately in the n.otes taken by me on the hearing of '::lou~the above cause,and that this copy is a er,, i3 ii:~'-U4~ The foregoing record of'the proceedings upon the hearin:g of the above cause is hereby approved and directed to be fUed. J .'•~'~I •(':or 4.·{·k·~'.'1'::.",•..!.~',~J .:-.j.."""j J ~. J (".. r'·r (".JC.,I .)•c..J,_ { "."!" 'f, \ _'")11 .... ", I,I'.1 ,.t'.) '"--....---I •='":'E :::11>IT]:::0 '-,(0 ,,)C ~.=-- ::t:....'.:.~ C,l)("-~"~,'l ;~•--j ;:::.L,":) C.-.) -1::,-,.,....::"<1 {""'"or--9 ~. r .'--0 r-c:~en i..V (.i .'~ ~..J ~n t4~(tLaurt of mammon Jt1~us of lIus4ingtnn muunty. Jrnnsylnuniu.®rp4uns ·moun 13iniswn ESTATE OF No._6~3_-7_0_-_6_0--,-4 _ Lenons E.Wessell,a/k/a L.E. Wessell a/k/a tenons H.\vessell deceased First and FinalInthematterofther _ Account of Edward Earl Fear Executor ADJUDICATION AND DECREE And now July S?',19-1~this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $311J 7/13.75 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 _$34.729.75 \Additional credit asked at audit 16.00 Balance'_$34,743.75 Deduct Clerk's Costs &Receipts~1 Oliver N.HormellAttorney _ Russell Marino,Clerk O.C.,costs in certifying real estate to Recorder, John Mazza,Recorder,costs recording certifi- cation of real estate, Russell Marino,Agent,transfer lnheritance tax,339.$2 I Mary Petrisin,legacy,credit to be taken by the accountant for funds advanced prior to distri~ bution by the Court, Contribution to maintain assets of estate in kind for distribution, 14000.00 I 4398.87 $34,743.75 BY THE CLERK OF THE ORPHANS r COURT DI No balance N COUNTY Edward Earl Fear,grandson,residue,including .cash,real estate as hereinbelow described,72 shares U.S.Steel Stock valued"at $2385.00,346 shares Allegheny Power Co.stock valued at $6357.75,household goods and furnishings valued at $500.00;held in kind and distributed as such at the values as shown,perelection filed, i.-. :~ 0 ~~ ""h JE :J Z n """~ t:Y 0 :r- y.t.~s:CD =Cl)a 3 t:Y 0 0 0 ~. ........::l: M (!) a .. t 0 \ St .... :t- ta =(!) ~~ ~ , S~ ,. \I r . 1 Lenons E.Wessell,elk/a L.E.Wessell a/k/a Le ona H.W devisor,to Edward Earl Fear,devisee of all the right, and interest of the devisor in and to parcel of real est cribed as,VIZ: ssell, itle, te des- PARCEL I: ALL that certain parcel of land in the Borough of Charleroi,County of Washington,State of Pe sylvani,and described as follows:-Lot Number Sixty-nine (69)lying etween in of title. n even side f Lincoln ..BEING the same property con veyed SUBJECT to all exceptions, Avenu~a distance of Thirty (3Q)·feet,and as the same may appear in priorrec'orded deeds i the --wide Alley. .Lenona Wessell,his wife,by .deed of Cleva dat~d January 15,1935,and recorded in the Reco of Washington County,Pennsylvania,'on January 1 ,1935,in Deed width a distance of One Hundred (100)feet to a ifteen 15)foot " Seven~h and Eighth Streets,fronting.on the ."" Book Volume 598,Page 412.The said Albert 11 died on December 20,1960,wherein and whereby full and omplete title vested in Lenona Wessell,his wife,by the Doc rine of Survivorship incident to a tenancy by the entire ies. PARCEL II: as ALL that certain lot of ground situate in the of Charleroi,Washington County,Pennsylvania,a SUBJECT to all exceptions,reservation and as the same ma.y appear in prior recorded deeds'i the chain of follows: LOT Number Sixty-five (65)lying betwe n Seven and Eighth Street,fronting-on Lincoln AvenueTh rty (30)feet and running back One Hundred and two (102)feet 0 a (15)feet wide Alley. titIe. BEING THE SAME property conveyed to Al art Wessell and Lenona Wessell,his wife,by virtue of the folIo ing dee s: t N. " t I r I. r " .'\ I 0 ~-t\ !r :J Z S -+p:::r a c lD lD :l.3-.'0 0 0 -t\-t\::I:lD... 0.... -+:::rlD ., f" -,I'. '.' " I r ........-....('. 1.An undivided one-halr (!)interes in Lot o.65 in the deed from Clem S •.Smal1wood a L. Smallwood,his wife,dated Augus t and recorded in the -Recorder f s Office of ~1ashi gton Lot No. County,Pennsy1vanitl,On August 2 ,1937,fn Deed Book Volume 613.,Page 671.I 65 in--the deed 'from Cleva Wessell ear and I 'E.Fear,her husband,dated December 21,1 42, 2.An undivided o~e-fourth (1/4~n)i .1.sbingtonandrecordedinthe-Recorder's Ofrice of ,J j County,Pennsy1vari.·ia;'on December 8,1942 in Deed rest'in Lot lvania,on December Book Volume 663,Page 254. No.65 in the deed'froni-'tlara AlIi on,u rried, '-I dated December t2i'~-i94.2~and ed in t e Recorder's orrice or Washington County, 3.An undividedone-fourth (1/4th) 28,1942,in Deed Book Volume 663,Page 25 • THE said Albert Wessell died on Decemb r 20,1 60, wherein and whereby full and complete title vest d in Le ona Wessell,his wire,by virtue of the Doctrine of urvivor hip incident to a tenancy by the entireties. CERTIFIED TO RECORDER:AUGUST ,1971 ..-----------------------------------~------------------------------- i"ilo t ....pIY ,. r ... ,1 (" Law Offices OLIVER N.HORMELL California,Pennsylvania ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA .J In re Estate of LENONA E.WE$SELL.a/k/a L.E.WESSELL.a/k/a .4~NO~A..H•.W.~~.~~:HJ;..,.}No.q~.-.79::99.1 ....of 19 ........ RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,MARY PETRISIN......................................, do hereby acknowledge to have received from ..Edw:ard .Earl.Eear•.Ex.ecut.ar . ..............of the Estate of L e.nona.E Wes.,s~.ll ,Deceased, the sum of .FOllR.TBOllSANQ ..a.o.ct.QoJ.1.QO..($~.J.OP.Q.P.QL':".;-..-:::.:-..-.::.:.:-..-.dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Washington County entered ,19.7L,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof,I have hereunto set my hand and seal at .~~?-.r:~~~qt •..P~P:I?-~Y.~Y~n~~,...., thi'.,",-:?-,-;~day 01 .~.~.•...•...•-:';:.?>., ~..riI!/rffi!r!~······(..all:~i~~~~~~~~~.3~~ 70-048 r'''''" r~l r.::; Charleroi,Penna. July 22,1970 Oliver N.Hormell,Esq. 423 Third Street California,Penna.15419 Dear Mr.Hormell: Please be advised that I am an heir in the Estate of Lenona E.Wessell and that part of the assets in this estate are the following stocks: United States Steel Allegheny Power Oneiga Gas &.Oil Diesel Power I am requesting that these stocks,as well as any others,be given to me in kind as part of my inheritance. Thank you very much. Very truly yours, EEF:mn J -: ~ ~~::'l :::0Yrnr0-C-(f)(;")'-c:::c (:"".f z ~~-,.-;-;-•;-4 -"~):--"....::-'1-,-<:.0 -r-'.·'u f-a tA.l1>-(f1 .$: j •r ..,~For,m RCC:33I ·~~~f," >OJ \\~ 'l,...~. RESIDENT DECEDENT\\ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WAS.SlNOT.ON . 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.) --~f~f.~,~WE.;;;~~~;~:::_____}:=U::OF Late of ~~!I..~~~~County mo~ :.:.~~::~--:::::::-_:=}'" ..~t)WA.Rt).n:..A.Rt...~AR . of the estate of the above-named decedent being duly sworn,depose and say ........Eueutor Name and address of attorney or} other authorized representative to .. whom all correspondence should be mailed. Oliv..e~.r:!~~~~~~1.!~~~q~~.~.. 423 T~~~~~.I"~.E}~~t;~~~()~~~.~?~~t.J.lt.~~.~.~~.?~~~.. executor f I"h .hThatassuchdeponentisamilarwitht e affairs of said estate and t e property con- (Ex"""tor·Admini8trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules __~__of this return,with the exception of the following,for the reasons hereinafter set forth: That 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 by decedent,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,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policies 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. 10",,048 ,, In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding,said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.TherA 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 thevestiture 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 lmpaid at time of death;taxes accrued,chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. July TO...........................................................day of 19 . 30thSubscribedandsworntobeforemethis ~~2Z~..;;h~....-,.. ~xeC'Utor-Administrator )----~il:"Z~~····?·~O'·-~~i;~;;tA~~~:f------------ ,CALJFO~NIA WASHINGTON CO.,PA.<:~.!.~~.~~.~~~~~~~.Y.~.~. My CommiSSion expires July 14,1973 (City or Town and State) NOTE:Before signing affidavi t 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 "8"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. Rl;:.C-S"(1-~4) COMMOHW'E~LTH OF PENNSYLVANIA •DE,PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS\ TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to q"uantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property;with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule II F"and must not be deducted from this schedule. 1.Lot No.69 (719 Lincoln Avenue)Chafleroi, Washington County,Pennsylvania,upon whicb there is ex-ected a two-story brick dwelling and garage.For chain of title see DBV 598, Page 412. 2.Lot No.65 (715 ..715~Lincoln Avenue), Charleroi,Washington County,Pennsylvania, upon which there is etected a two-story frame house and garage.For chain of title see DBV 613,Page 671,DBV 663,Page 254, OBV 638,Page 257. iv (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (J~t<j! 13,500.00 (9)/(-J.£ 12,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert thi s total opposi te "real property",Schedule"A"in the X X X X X "As Reported"column on the last page of this return. 25,600.00 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".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 anyundis tributed 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 72 shares U.S.Steel stOCk,33 1/8 346 shares Allegheny Power Co.stOCk,18 3/8 household furniture UNIT VALUE ESTIMATED MARKET VALUE (J 1(.dr·;:" 2;385.00 (Irk,tit 6,85"1.75 ~K;;,.t (J)500.00 DEPARTMENT VALUATION (Do not write in this space) SAO.Do Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 9,242.75 .RCC -?,Q Co~r..IONlmALTH OF PENNSYLVANIA '1"IUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part i&hiS estate,without receiving a valuable and adequate consideration therefor?(Answer yes or 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 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)tH) (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 enjoY!TIent 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)__n_o _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0thers ~----------- (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, bec'ause of a reserved power to alter,amend,or revoke,or which c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)D_O_""_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Es Umated) , DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·...'RCC-38 - CCMNuNWEALTH OF PENNSYLVANIA 'rHAN~Ft:n TNHERI Ti\NCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRlTTIOKS: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 lUlder Schedule ".~",plus the date and place of record of instrument effecting vesti ture,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 rlecedent. D;scr·iPtion of P;operty,Date of Acquisition,Name I unit percentage Estate Addrf.'sS and Relationship of Co-Owners,and Place l Value Share Valuation of Record of Instrument,where Real Estate.l~V"">'''7'''>rV'';;>'';7'-'v >: DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1. I t 2. 3. ('1'-. Checking Account First National Bank and Trust Company of Washington,Charle.r.oi Office,LenonQ,]E.Wessell and Edward I Earl Fear..$9'12.97,one""half taxable Savings Account,First Federal Savings and Loan ASSD.·,t.:"harlerot Office, Lenona E.Wessell and Edward Earl Fear,$20,000.00,one-half taxable Savings Account,First Federal Savings and Loan Assn.,Charleroi Office, Lenona E.Wessell and L aura Holman, $10,000.00,one..half taxable .. ~I ~,~.t 10,000.00 Ol~;dr;. 5,000.00 /0;OW.OD ~OOO.06 Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. IS;«$16.</r__I ,---------- - .'.. ~1fcC:37.'(12-63),'. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES (state full names and addresses of all who have an interest,vested,contingent or other wise,in estate) RELATIONSHIP (If step·children or illegitimate children are involved,set forth this fact.) SURVIVED DECEDENT STATE YES OR NO DATE OF ' BIRTH INTEREST OF BENEFICIARY IN ESTATE Mary POirisin-mi...re venue fdend yes specUla bequest Edward Earl F~ar 119 Lmco n venue -'Cbatierot.• grandson yes Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE OF THE ESTATE OF ............ Deceased ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) 0 :1l:oot l...j ~l:Xl '"1 :0'"('il 0 ~.er~'"i e.CI:I '"CI:I :'"0.".........::;,~~:_Cll e:.'"1 ~,'<;;l 0 ~~'t:l~'0C'"'"1 CD:~o '"1~'0 ~ trl ,1'$Cll,to '"1 CI:I ,Co ~.....~,"t'.....(1)~3:1 ~a Year . IN THE !No,. LENONA E.WESSELL Will Administration Late of Charleroi........... Commonwealth of Pennsylvania REPORT AND APPRAISAL'~1"--:1... trJc: ~~>l:Xl en trJ ....::r:>n?"?"' ea >~:: ::N'""':Q:)'~>:_,:.-..:en ,N :Q't l:Xl:.,.:OCD'""':N:O't:l~ :-:.~ :~:OCb'CJt:Oc.. .... (1\.-•Q) CJ)•..ClO c; :--~til W:f")::T':l:r.:-..~::C'5:~--= ~~~~~~,0':0:-'N:1\1 :Q):. :~: ~'~'0~,*~ §):L '""':~:.> .Ci-.::':.r. ...},,"-0 ~~,tJ ~.,:":)\J ~~'""''J .~·~.cs ~~II .. :-()':<r-.,:~()_. ":':,~ .~,:'-.):()c..II .. tv :~:(,.0 ~. l CJ "" f'~'''''''''::;:~ "'-",. '-v =c::::: :::? c:;:l Washington ~;o:p-rn::D (f)G')c.:::r:--,Ii_lj)~n Z .-?r71 c:)Crl ....- ....:4 :n ~o-.....c>........--0"'---n ""-::::t O...,.c';...""'"" OLIVER N.?aQRMELL Attorneyii La.~c;:;:) 423 Thin!Street - California,Permsylvaraia 15419 County of DEDUCTIONS ALLOWED IN J THE SUM OF $~~~?LL.v Yu:tZ.=?/ ?t~ STATEMENT OF DEBTS AND DEDUCTIONS OFFICE OF THE REGISTER OF WILLS .' AND AGENT OF THE COMMONWEALTH OF __W..:...:....;a:::;s=-h=in=g..:"to=n:..-..;_COUNTY Form RC C·lO ESTATE OF ~L~e,;;.;;n;.,;;;o..:.;n;.;;.a"'-.::E:;.:.:..-..;Wc.:....:;e..:::s..:::s:....;e:.;:l;.;;;l LATE OF __~C:..:.h::::a:::.::r;.::l,""e,-::r~o~i......---",P-,e~n:±,n~s"",Y,;....l=-Y.lWa,."n""",",ia",-_ DATE OF FILING APPRAISEMENT ~A;;..;u;.;Jg;;;Lu=s.:.t...:1;;..3c...L.'...;1;;;..:;.9...;.7...;.0__DATS OF DEATH ..,:J::.,.u:n=e:...:::,9..&,..-=.1.:::;9..:7..,::0:..-_ D....TE NO.OF NAMIL OF P....YEE REMARKS AMOUNTVOUCHIiO" 1970 June 10 Russell Marino,Reg.of Wills letters testamentaTy and short 10 50 certificates June 21 Dorothy Lender,R.N.services 68 25 June 24 Harold Schrock.,Funeral Home funeral for decedent 2,095 00 June 24 Washington County Reports estate advertising 14 00 July 7 Valley Independent estate advertising 10 75 Aug.B Russell Marino.Reg.of Wills 4 short certificates 4 00 Aug.0 Harry E.Isaac engraving marker 14 00 Aug 2 County Treasurer 1970 county taxes 107.99 Au~.2 County Treasurer filin~inventory 13.00 Aup'.4 W.Ross Allen Tax Collector 1970 borough &school taxes 439 40 Dec.30 Oliver N.Hormell attorney fees 1,737.14J9n26WashingtonCo.Bar Assn.estate fee 10.00an. Haven Crest,Inc.nursing care from Dec.19'6!!3to June 9,1970 4,005.09 \.8,529.12 (lJ,';'~.I_4;,-~q~~~.'iJ{.-t;(~ ~......../'i ~~/-;~b.A~~....I~ U J COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,EDWARD EARL FEAR HERESY CERTIFY.THAT.TO THE BE.T OF (L.5.)~~g4...tL:d;Lh '" DAY OP'Edward Earl FearSWORNANDSUBSCRIBEDBEFOREMETHIS26th January 18.1l- ~9n·tu,,:L MY KNOWLEDGE AND SELIEF,THE FOREGOING ISA JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Lenona E.Wessell DECEASED,AS DEDUCTIONlii FOR INHERITANCE TAX PURPOSES. MARIEM M.NEIL,Notary Pul:ilic CALIFORNII\M\;.I ',;,",I'~r,G .•PA. My Commission expires July 14,1973 70-048 " \' ,, ~...:., '.. r-..."C/)~0 --J 0..Z -J("V") X ~0:t:::--0:(.)0 ..-!.J...:e ,~ (:)Cl 0r-..-a.:::I--_J t,.:J i!)VI ('~td '-:?:."'"f U):z:.U)r~~..r)::c-,,*,,-1 --:J ::::l C!'U), n:Lw <....-.... 0":~.r--.........z illr"""'::'-I ... i ...?---... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsy Ivania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:~riflt~LEROI FEDERAL S!\Vlf',!GS &LO/iN ASSN. ~t~AENgiA~~~~:I~I~~ION P_.O-;'''l"B';'";:'(O~X~~~~'J-;--;lS:-:t::-:&7:''-:-f',:_c!_{f_),_;'J_P_"'i_'C_,_ CHARLEROI,PENNA,15022ADDRESS _ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_....~.........,;..;.,.~.;";,'.":',,,,;,·,..";,;...·~·Ij,,.,.~.....;>.,;,':"':.;,;;'·,,;,;.;7;........+:-::"'+-il,:;.;;:;;&"9------- NAMES ON ACCOUNT OR INVESTMENT ~~.L.t;(~n~:()l,;"O~·;r.:')~;lt\J;:k-:!.r4'~1 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR !J_'1_1_}~_._~::"'_"o_c_cl_l__',_ DATE OF DEATHJUf,Q 9j ':!$lro SURVIVING DEPOSITOR,BENEFICIARY OR INVESTOR __L_tli.'l._r_.:l_I_'!o._lt:ic_,_t'n_,_ RELATIONSHIP TO DECEDENT :t~Q(;'A:,t(J L,V~lib;st~~ln DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED !h,t~'1Wtf :;..l~1961 BALANCE,INCLUDING INTEREST ,.'('.•DUE,AT DATE OF DEATH $__l!_O..;;.~,_)_f::_~f_)(_J _ .lar1erol Feceral Savil,Jli aad Loa"Assode-tim) _....C=I1AR~LE;;.....;.;.RO".;I;:,ol,J_..;;...PE-.;;.N...N.....Sy....L;;...V_A.....NI......A....,_.....:1~5022 OFFICIALJNOTICE OF INHERI'fANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:LAURA ,HOLMAN _,.115 LINCOLN AVENUE Date:March 9,1971 C'.t Washingtonouny=--_ County File No.;3J/po,c:< Bureau File No.&3 -7 6 ,GOY' We have received notice that,~~U~XXXXXXx.xXXxxxxx.xxxx.xx.xXXXXXXXXXXXX on June9 _.191.Q..,you COrne into ownership of Certaiil property through ~~ :iU.u~X~transfer from,--Jr.W..\VESSELL,'deceased. Under the Inheritance and tstate rax Laws of the Comm~~of Pennsylvania such transfers are taxable and the liability for the payment of the inheritonce tax due is imposed upon you,as transferee. RCC-\34 (\-69) COMMONWEALTH OF PENNSYLVANIA", .DEPARTMENT OF REVENUE ..BUREAU OF COUNTY COLLECTIONS INHE~ITANCEfAX DIVISION The pro'p.erty_~n which ttlX is herebLassessed consists of:Jt.Savings Account #7939,held in the CfIARLt:ROI.FEDEJ\AL ~AVINGS AND LOA~..ASSOCIATION,CHARLEROI OFFICE, CHARLEROI,PENNSYLVANIA.In the aaas of L.E.WESSELL or LAURA HOLMAN •.-,................ Opened,8.11-61.Balance as of date of death,$10,000.00. appraised by the Cornrnonweolth,as of the date of death,at $lO,O~O.OO. 50.%of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $5,000.00-~------$-------- AMOUNT OF TAX DUE 750.00 D If you pay the above amount within thre~(3)months of the dote of death of the decedent,or on or before 19 .,you moy deduct a discount of 5%of the amount of tax due,or _....--------- o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of*_~__ 19__.in the amount of ------------ ASSESSED BY: (Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT OUt:~'-2 ~'/ APPRAISED B~~-<&-a.(-;~~, (Inheritance Tax Appraiser) $750.00 $~:::::::::=========== INSTRUCTIONS TO TAXPAYERS.-"M Make checks or money orders paytlble to: ~0";/00,OU ~~/J;/f:// g ,4.4 /d Y j/S-.;z To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: If you ha ve aIready pa id th is tax to an exec utor,adm inis trator,attorney or other personaI representati ve of the decedent for forwarding to the Commonwealth,list below thp.dateJ)ai~,name"'and'ob"tlress of the person to ,,!hom ' you made payment,their official title and the amount.,. Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is rec;:ommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid r TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __ REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $--------lO Date of Approval:, Register of Wills 'f ',:.~:";','~~'._.• COUNTY Y!~.~?~.l!:.~~.?x:. 63-70-604FILENO _.. Form RCC-2 ..-. Dli!:PARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 "COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE March 18,1971.. CWhereas,...........................~.,.....R!f.....w.~~.~~.g .............................................................................late of ........................~.~~.:~.~::......................................................... in the County of .................................w.~~.h~~gt..9..~.L .................................................................Commonwealth of Pennsylvania,having died on the ...................................~~~h ...........................................day of ......................~~.:..........................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth 'of Pennsylvania; Therefore,I,FRAwCFB LEO 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 Hfe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValues·Made for Inheritance Tax Purposes $ .T+S'","r-i,..."'C!A H7mq hAl rl in the CHARLEROI FFJ)ERAL SA.VINGS AND LOAN ASSOCIATION,CHARLEROI OFFICE,CHARlEROI,PENNSYLVANIA.In the names of L.E.~'JESSELL OR LAURA HODiAN.Opened 8-11-61.Balan c e as of date of death,$10,000.00 10,000 00 . , Having been duly swo.rn according to law,I do h~reby certify that the above appraisement is made in con- formity with law on thia................../~Jl.vf.,....day of .....................~~.....................~...........19~ ............................................................~....CfLd .........~. Appra'r • ........................................2J.~,Penna. .H............WA~HINGTON County Date of Page,....80-2......... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of L.W•\VESSELL Deceased. Late of CHARLEROI Death 6-9-70J . Appra£semel!t Docket Vol..;38,. No 63-70-604•................................................ Filed in Register's Office,~~:r9..h +..?19 .7+ Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f1'om Appraisement,. Entered and charged,. .~ ; ·' RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Edward Earl Fear (Executor~ IN YOUR REPLY PLEA.E REFER TO 38-80-2 j In Re:Estate 0 f ...:L:::;e~n~o::=.n~a:....:::E~._~.:.:.'J~es:::;s:::;e~l!::::l=-~a:L/~kL/~a---_ _____~'_fa.:....:s..:..;h:.::ing::.::sl..t.:..o:.:n.:.._County -File No.63-70-604 Dear Hr.Fear, You are hereby notified that the o~r~1~·g~in~a~1~------------- appraisement in the estate of Lenona E.wessell has been filed in the office of the Register of Wills qf Washington County on June 2 ,19.Ld:..Said appraisement reflects the following valuations: Jt.Held Re al Est ate _--'-_--=2.t£..5L•5c::.:0::..:O~o:..:::O:.:::O:.-.._ Personal PropertY __~9~,2~~~2~.~7h5~-------- ~---Il...;.;5~,·~JI..a8u6....Jt.j.J180--.....,..-- Tota1 5"LlOoLjl,..,2Ml52...9t..oO.6.2...,13----- 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 ann.urn is charged. Any party in interest who is aggrieved by,an appraisement may appeal therefrom as provided by law. Da t e __--.:::J~un=e_=:::;2.;L"-:l=.97t..L:::l=---_ DATE OF DEATH:June 9,1970 Note:This is not a bill. Title FRANCES LEO,CHmF APPRAISER ". ;COMMONWEALTH OF PEN.NSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION j ·iII IN YOUR REPLY fll.lEAel: REnR TO . NOTICE OF FILING OF APPRAISEMENT Edward Earl Fear (Executor~) In Re:Es tate 0 f __--:.Le_n_ona__E....;;·__W_s_8s_e_ll__a"'-l-'k/c-a _ ____---:\~'la=_=s~h:.::ing==-to=n=-·County - FHe No.63-70-604 lI,I ,I I •f·; Dear Mr.Fear, You are hereby notified that the __~~o~rTig1na~~~l~___ appraisement in the estate of tanana E.Wessell has been filed in the office of the Register of Wills qf Uashingtan County on June 2 ,19JGl.Said appraisement reflects the following valuations: j · i·! iI As to such tax that is paid wi thin three month's from date of death,a five (5%)percent discount is allowable.As to ~ny tax that remains unpaid after one year from date of death,interest at the rate of six (5%)percent per annum is charged.• Jt.Held Re alEs tate --'-2~5~1/~500:..::_:::.::..-=OO,.:---"--_ Personal Property~~9~aL24~2~.~7~5~--------~15:.1486..48 **~c* Tota'l .£50=.·~il.'2::.:-2::...9Ultlc:::2'"'3 _, 'I ,I 1 ..". I I;:I:I j IiIIij !.1i f,I t fi ~ .. Title c FRANCES LEO..CHIEF APPRAISER SignedDate--,JUIl_o__2_,_1_Cfl_l _ Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. ****Includes Sayings Account,.Charleroi First Federal Savings and Loan Assn.$10,000.,one-half taxable,Lenona E.Wessell and Lau[a Holman -bhe Inheritance Tax on which is the responsibility of aura Holman·b3 -7b..,LoOLj, DATE OF DFJ.TH:June 9,1970(J~~SfoD.Ot>'.~-~./p~IJbJ9,frY ..'."...~1,/9 '7/~YU/'7 J 19-71 .Note:This is not 0 bill..~~./6J":::tL991.~ .~.~ _______________________""""--..;;;.-...:.::...._~-..c=..-.;.;;......;;;,.;.-,""""'"'---.JT- ..,.r.....1....._...,-~_.~ AJ·l>m p(f}G)c c::::c (l)r--(n (n fr",'1.....,.-;,!£_-* '7.'f1i r'":):J *",~.".-I :-:0 ,~~8 0 <.:t.:.\;J~:r~-·r~J.... :::r\...~.-.....~-'t"..,0 .~.~'~.. r Z-0 r 0 '-'-'J>«() :..." ',' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Wessell (Last Name) Lenona (First Name) E. (Initial) a/kla,>DATE OF DEATH 6-9-70 FILE NO.63-70-604 REPORT OF INHERITANCE TAX APPRAISER June 2,1971 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". ~~A~RAISE~~Dated:---=-=='---"'..,....--1.-71-f-.l~---- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REAPPRAISED $-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY COMPUTATION OF TAX -.II haritable ates issued Revenue. oper reason, Tax on $2%$ Tax on $®$-Tax on $5%$ Tax on $10%$ Tax on $5%$ Exemptions (*)As evidenced by C Total Estate Exemption Certific TOTAL TAX $by the Secretary of Less tax previously paid $l=BALANCE $ Less 5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $t=Add interest at rate of 6%from to $ AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$l-BALANCE DUE $ Add interest at rate of 6%from t=to $ TOTAL TAX BALANCE $ 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 pr same should be noted below,with short explanation. 1~- '.. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .LENONA..E..wW.8.ELL.. Deceased Late of ...C}IJ'lRLmo,J:... County of WASHINGTON....-. Commonwealth of Pennsylvania REPORT AND APPRAISAL j Funn RCC-2 .w )~ •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE !l.:w1~?"+..97.J.:. COUNTY Yfg.§.h.:hP.:g1!.9..~. FILE NO•.......§?.=7..~§g~_. Whereas,J~~n9.n~&..,..Jf.~.~.~~.g ~l¥;!~late of 9..~~F:t.:~.~?.~. in the County of Wa.1?ht.ngt.9.P.:.Commonwealth of Pennsylvania,having died on the n~:t..h day of ~~~............................................19 ??seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,fRAN.G~~Q ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of ASlel REALTY: See CODV of schedule "A"attached to appraisement PERSONAL: See copy of schedule "B"attached to appraisement JT.HELD: See copy of scheudle "E"attached to appraisement total Unit Values $ Appraisement Made for InheritanceTaxPurposes 2ti tiOO 00 9,242 75 15.486 L,8 50.229 21 W (Number and Street) .....................................................~~,Penna.····..·············i·p~;;t..·&fti~~i·..··'··_·· --------------------------------------------- WQ.:;;h;i.,ngtqDH .......H....H County '!:J....l 'I i~1 \:-..' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....L.~nQna E•...1~·~.$$..~1l . Deceased. Late of Ghar.le.r.oi .. Date of Death,.6~.9~.7.O'_._._.. Appraisemel!t Docket Vol.,3JL __. Page,$.Cb.2 No..63.~7.Cb.6Q4.. Filed in Register's Office,~.~~?19....7l.: Amount of tax due,$..______. DEPARTMENT OF REVENUE Received, Examined and Approved,__.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,__.. Entered and charged,____.. tI'\JII\f\":~I it:\,.L ~.~'J J.,•1 t 1 j J RUS~,=-L_L :',;~~\\{\0 HEGISTU\OF WILLS WASH\NGTOi~CO .•PA. • ) J~,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG July 23,1970R C C-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTINGFINANCIALINSTITUTION Pirst National Bank &:'trust Company,washington.Pa •• ADDRESS CHARLEROI OFFICE,P.O.Box 91,Charleroi,Pennsylvania 15022 /~ ACCOUNT NO.OF JOINT,/~ TRUST OR INVESTMENT DEPOSIT 02 01494 1 06 ....·now closed checking acctt. NAMES ON ACCOUNT OR INVESTMENT L_E_N_ONA__E.:::::W=ES=S=E=LL::::::-_ EOOARD EARL FEAR ADDRESS_~71::.;9:........:14=D::::c:..:o:=.ln:.:.....:..A;:..:.¥.=:en=ue::::.:.!..~C:.:·ba=.::..rl=..::e:::ro==.:i .!....:..P.=8=-._.:.:15:.:0::2:.::.2 _ DATE OF DEATH June 10.1970., SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __E_lU_AR_D_EAR__L_'_EA_R _ ADDRESS 719 Lincoln Avenue,Charleroi,Pennsylvania 15022 (Miss)Betty Ermlick,Assistant Cashier RELA TIONSHIP TO DECEDENT.-=---=.G,:.:ra:.::nd=8::.::0l\:::=----_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED March 25,1953 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $....:..$9:....:7..=2.:.,:.5:..::'_.......---7'9-__----.,._---- ',(jft·ofc. 27'-J 7 AJ~716)()/-ylj , RCC-13,4 (8-65) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL'NOTJCE Of'It~H'ERITANCE TAX APPRAISEMENT AND ASSESSMENT OF' ASSETS NOT SUBJECT TO ADMINISTRATION iiiiiiiiiiiiiiiiiiiiii~~~~~~~iiiiiiiiiiiiiiiiiiiii/;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiilJ TO:!Edward Earl Feari'Date:A_u..::;gus_.._t__4#:;....,_1..:.,.V1..:...0 I 1'--7-19-'.-LI-N-,GO-J.,N-··-A...:...VE-~~J-UE-----WaGhingtonCounty-==-_-_ CHA~OI,;Pl'Nr~S!LVAN:tA15022 County File No.c:S f -tf6 -0( .Bureau File No.~3;,/0/C(J z/ ...'"..IXJLv.x.~):XX;r.¥:;XX;:..TJ{:iCYL/ttlJrXY..xX'{rJ{XXXilXlXXXXX1»..x~mxxnxxnXJ\.'"XmxxxxWieh<:t'ubherroved notice t~as a resu1!of fire 'cl'ea~or-=:..~.'.'\.',.." :fm.'..'~.·'l.'I~,.~:.f~rok~~~'hl=a"t~~8~~n1!~~r._i&hm~tjQ,4 o.t,t:>.,.,.,l"TO·~,'TIA 0ps r.r£."C'~Jfw~e~~e~l owneo 'oy ·flie,j)'8'tt~de·rtr.loO .'.'.;p.4,~l .\\4\,1;1,.fU::SO,;l't ! Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due'is imposed upon you,as transferee. appraised by the Commonwealth,as of the date of death,at $__97.;,...·:...2.;,..•.:...'3:...·'_ ;0 %of thi s amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $----------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date.,of,jeai'hof the de10dent,or on or pefore tlSV":ll19 you may deduct a Miscount of 5%of the amount of tax due,or 20 .7..7'.." i " D This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ ;19 in the amount of t., tlf the tax is not paid by the above date additional I interest is due at the rate of 6%per annum until paid APPR AI SED BY.~~LL:..~"dl.-.t:l.&:.~,¥-~- $$=============:=::}.~~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:I "~ 1(IkfH II NJ..~,or- ?d~f:!r J-d(J -/02eIIAoPS-S70 (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: I'D II flJA.~.1\~-- ..'f·l~i·J'....ALh1:.'."il::.,.VI" ,..",,';','01 •oJ'',.HOUSE (;OUR 1530\ WAstUKGTOK,PEKKA. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,l.isr.b.elQ.w the date paid,name and addr~ss of the person to whom you made payment,their official title and the amount.• Date Paid Name and Address of Payee Official Title Amount Paid .. Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described .above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. " .',..•..... , ..t"•.,,.,...i.~l,.:,.,-:--.-,..,...---,----,,....;..-c:-=-:-..,..-------:--'.>"!,~:,SigriatureofTaxpayer ~j l .{,;,t -. ,/"\,.:"{f:'~~,\.,! SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__ ,, I,the u~Jersigned,duly elected Register of Wills in a~d for the above county,do respectfully report that I have allowed dedudio'ns listed above in the total amount of $--------0 Date of Approval:_ Registe'r of Wi lis Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS, HARRISBURG,PENNA.17 12 7 ~'-',-COMMONWEALTH OF PENNSYLVANIA REffiDENrINHERITANCETAX APPRAISEMENT DATE ~.~.!P:t.~.~?Q..?!..~?..Q . COUNTY W~.~.l.J..i..ng.~.Q..~.. FILE NO•..............?;?......::.....2...c:?.....~....(9..L .. Whereas,~.~.n.Q.n~~..L ...w..~.~.$..~.l..l late of 9..h~.~J.~.~.C3..:i.:. in the County of .w.~.$...h.J.n.gt..Q.n.~Commonwealth of Pennsylvania,having died on the l.Q t.,h.day of J..~~.~19 7..9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,WR.Chane.y ,an appraiser duly appointed according to law, haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAnetValuesMadeforInheritance Tax Purposes $ JT.HELD: Jt.Checkine:Account #02 01404 7 06.held in the fIRST NATIONAL BANK &TRUST COMPANY,WASHINGTON OFFICE.WASHINGTON,PENNSYLVANIA.In the names of , LEONA E.WESSELL or EDWARD EAR FEAR.Opened,3-25-53. R~l~-...-~...".,f'A~+4 ".,f'A4~+1..4:0'7'1 l\~(1/2 Taxable)486 26, , .···-t ..., ~ , J..~......",- .~~-..".;::-.... "1-, :Total . 486 26....., ~-..-, ~-... ~-...:.. r form~~V:fhbl:~~:~h;sw~~4~7~'~:;o~e~~~;~;~O'~§lS?~~"c Appruse ..222;=;Z.;(j~·.....·........................................;:,,;. .. '-, RESIDENT INHERITANCE TAX APPRAISEMENT Deceased. Estate of .. ..~ ~. ." ::: ..l ·r1:1t·.t\\\\\ r:i \(r:~"~V '-'t ..H0 fl,V -:J .....\..-L.'~,'\r .'•\ . h<,",(,IC.,,-CQ C'i'-\-v!\llS 1\t."r.....'c.\'v d ' W:t>-S~\,\H\;-\0H co..p p... "~If'-"\\~j ~\.... '11 \\~\\\. '~"'/' County...WASHINGTON . Late of LENONA E.WESSELL.............. CHARLKJWI Date of Death JUne 10,1970 ~........ . Appraisement Docket Vol.c:3 ,j? Page,d:9..>!.~~·~·:d~:~::::2q::~·::?.:q ~ Filed in Register's Office,...Au.gus.t.....2019.7.Q Amount of tax due,?J . DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged,. ill I •