HomeMy WebLinkAboutOC1970-1155 - ESTATE OF RODGERS,
.63-70 -//SS-
1\ffi~auit OOf iExrrutnr (@r 1\bministratnr J
j;tatt nf Jtnn5yluania,~55:
C!1nunty nf lIa5~ingtnn \
P 11 b f h d ',d h'Notarv Public . d f 'dersonay e ore me,t e un erslgne aut OrIty,a J In an or Sal
County and State,appeared..M~.g.§.lip.~....C.Q.p.P.:~.t'.~QD.§Q.f t.h§e.~~~.y:t:1;.i.~.~o,being duly
sworn according to law,deposes and says that she is the executor or administrator of the estate of
J.g.C.Q.1?R~'g·~~~9.g.~;'.~..2 ~.L.~1.~J~£Q.Q ~..!deceasedi that the foregoing schedules constitute a
. . , .Jacob S.RodgerscompleteInventoryandappraIsementoftherealandpersonalestateof...,
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 X:S~tiK
Sworn and subscribed before me this.......~.~.~~...~j7/l_JnlJ'..~
day n ..,J.U.~..+..Z'..:4.........19;1.1 0 ar b ~·15~....·E·~~~~·t~~~atJiiX ..·......·..lLt6~N :t y FJ,1 ~~
8 :t!t~e!t-as"~n5 ~n Co.,Penna.ADDITIONAL INSTRUCTIONS
1.~_An inVE;"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.
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
iJ ~Act of 1947 P.L.513 Sec.5;2,72 P.S.4844.2
_3JuUtutnrg aub "'pprailltmtut of the goods and chattels,rights and credits which
were of §~.~gg ~.~~~~~.~i~.~~.I..~t..~.Jate of ..S..Q9.:th §.t.;'.?Q~.n.~l:9.w.P.&h.;.P..2 ..
Washington County,Pa.,taken an'!made in conformity with the abave affidavit.
(,)DOLLARS CENTS
Pe!sonaltx:
Refund by Mrs.Conner -Not Used for Mr.Rodgers 50 00
Cash
1352 Shares -Lone Star Gas Co.-Common @ 24-5/8
,:J.
Series E.Bonds (List Attached)
Social Security -Death Benefit
Mellon National Bank Account in n/o Jacob S.Rodgers or
Stewart J3Brnhill
l3~215 26
33,293 00
7,278 47
255 00
1,200 00
Total 55,291 73
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('IN THE ESTATE OF
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Inventory and Appraisementt
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Patrick c.~~co an
James R.Donaldson,
Attorneys for Executrices
;Filed ::!~.!Y.:f..~.~,..,'19...?.!.
<;"'I.,.JCicob S.Rodgers,a/k/a
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Personally before me,the undersigned authority,a Ho.:t.3r.Y.b.1>.1.J.~.in and for said
County and State,appea~edM.3.d.~.l;l.n~....e.g,Dn~.~".9.D.~....~t th~....k~t:ut.r.laes.who,being duly
sworn according to law,deposes and says that she is the executor or administrator of the estate of
J:a.c~.b...;S .8.od.fte.rs.a/.kIPt J..B.~g,b S.~deceased,that the foregoing schedules constitute a
ROllers .'complefe riTventory and appraIsement of the real and personal estate of ;Ja.co,b $.:&Gdgers ,
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 d.e.ce..dent's death,based upon a just a~aisement of each
item made by the above named Executor ~....'~
.Sworn and subscribed b ore me this 9..tb........l'~o/)Z"··?!'.··!1.~..··?.~~Q.·~r ;19 1.'.'•.····nt":tth~~"'·.~..,_.
Wasb.·...:I.li~.~·iigton~;~~:~~i~STRUCTIONSMyCotD.•-ex;plres0-~-/)93
1.An inventory'must be filed within three months after appointment of personal representative..
2.A supplemental inventory must be filed within thirtydays 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.5.2,72P,S.4844.2
lIntttntory nnb "'pprnistmtut of the goods and chattels,rights and credits which
were of .ta.ctlb S..•.....a.ers aLkLa late of SO:tath S.:tr.a.bAUl.e ~~Wns.b.1R".Washingt!n9ffo't~ty~Pa.~g':'l!fzd made in conformity with the above affidavit.
DOLLARS CENTS
Personalty:
Refund by Mrs ..Conne~..Not Used.forltr.aodgers
.Cash
1352 Shares -Lone Star Gas Co.,Common @ 24"U/8
Series B.Bonds (List Attached to or19inal Inventory)
.Soclal Security ...Death Benefit
lellon National lank AccOUtlt in n/o JacobS"llodgersoX'
Stewart Barnbill
50 00'
12.289 93
33,293 00 .
8,131 05
255 00
1,200 00
Total.~55,218 98
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LAST WILL AND TESTAMENT
I nominate,constitute and appoint my said daughters#
I direct that my funeral expenses and the expenses of
IN WITNESS WHEREOF,I have hereunto set my hand and
I,JACOB S.RODGERS,of R.D.#2,Washington,Pennsyl-'
Signed,sealed,published a~d declared by the above named
THIRD:
FIRST:
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d"!IiIl!'.il!vania,do hereby make my Last Will and Testament and revoke all r
H f...'l!.-.::Wills by me at any time heretofore made'~;j
"IiI:"'f!u·!~I'\~my last illness be pai~as soon as may be convenient after my
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I,:Ii decease..I "1 t .,i''ll1;!
.~:SECOND:'All the rest,·residue and remainder of my estate,.1_:'I.:1 real and personal,I give,'devise and bequeath,in equal shares,iJ
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·11 to my daughters,Mrs.Madeline Conner'and Mrs.Frances Holzapfel#
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"·"..;\their heris and assigns.
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·II,'I'.til!Mrs~Y~deline Conner and Mrs.Frances Holzapfel as co-executors,I.H . .
;:of this my La'stWill and Testament.
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'iiseal this 7th day of August,1967.'.i;.
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liTestator,as and,for his Last Will and Testament#in the presence
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:'of us,who,at his request,in his presence,and in the presence
,:of each other,have hereunto subscribed our names as witness~sr
:'thereto.•/)O'S-W~1/Z.vY11]....~
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,deposES and says that the above account
d ' d She'l b I'sasstateIStrueoncorrectas,ven y e leve,•
Sworn and subscribed before me this 2.6.th .
day of ..__J'.~J.y.--19...7.1..
Notai;TP~t/;.g~-w:-E NERT
Washingt~on,Cq..,Penna.NOTARY PUBLIC,CAN ON TOWNSHIP
.""~..••~,-:.Washmgton County,Pennsylvania.~~My ~omm~'~E?~on lExp~reS:..My COmmjssjClll.Ex,pires :11/6/72
--~O~rtfie
Executrices of the Estate of
Jacob S.Rodgers,a/k/a········Ja·coo··S··;··Rogers·;···Dece·as·ecr:··
t..
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 evidence by proofs
thereof filed to No,....':11.l.....1ii...b3.·-:-:7/...36'0
Witness my hand and official seal this...56.~.......\
Register of Wills
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The Court is respectfu II y requested to determine
proper distribution in this estate.
In Re:Estate of )
)
JACOB S.RODGERS,a/k/a )
)No.63-70-1155
JACOB S.ROGERS,)
)
Deceased.)
FIRST &FINAL ACCOUNT
OF
Madeline Conner
and
Frances Holzapfel,
Executrices
* ** *** * *** * * * * * * ******* *** * * * * ***
-Summary ,"':
Tota1 Assets
Total Credits
Balance
Balance Consists of:
$55,291.73
3,855.,50
$51,436.23
Cash
1352 Shares-Lone Star Gas Co.Stock
Series E.Bonds
$10,864.76
33,293.00
7 z2i18.47
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$51,436.23
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Estate of
JACOB S.RODGERS,a/k/a
JACOB S.ROGERS,Decld.
The Accountants Charge Themselves as Follows:
Per Inventory &Appraisement
The Accountants Take Credit for the Following:
$55,291.73
11/27/70 Stewart Barnhill Partia1 Payment of
Funeral Bill $1,200.00
1/14/71 Stewart Barnhill Balance -Funeral Bill 97.00
1/14/71 Greenlee,Richman,
Derrico &Posa Reimbursement of Cos~:
11/19/70 Russell Marino Letters Testamentary &
2 S.C.s $20.50
11/25/70 Washington County
Reports Advertising Estate "14.00
11/25/70 Observer Publishing
Company Advertising Estate 14.00
48.50
2/15/71 Madeline Conner Reimbursement-Payment
Bell Telephone Co.-
Last Telephone Bill 10.00
Total Credits $1,355.50
INHERITANCE TAX
1/14/71 Russell Marino-
Inheritance Tax
Agent
Total Cash
Total Credits
Partial Payment $2500.00
Total
$14,720.26
3,855.50
$3,855.50
$10,864.76
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Observer -Reporter,
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appeared before me,a Notary Public in and for said County
and State,Ri.c.h.a..rd S.C.Qw.an ,who being duly s,worn
according t.o law,deposes .and says that.he is the ..Yi.~.~.::-:p..r~.§.i..d.e.D..t
of t.he Obs'erver Publishing Company,a Bennsylvania corporation,and its
agent in this behalf;that the s,aid Company is the owner and publisher of
the Observer-.Report.er,succ'essor to The Washingt.on Obs'erver,established
Septembe'r 18,1871,and The Washingt.on .Report.er,established August 15,
1808,a daily news'pape,r of general cir'culation,printed and published and
having its place of business at.Washington,Washington County,Pennsyl·
vania,where it.or its predecessors have been established and published
continuously for more than six months prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a 'Copy of an official advertisement,official notice,legal notice or legal
adve'rtis·ement,exactly as printed or published in the Ob£'erver·Rsporter in
its regular editions on the following date or dates;
.......................NQ.Y~m.pe..r.2..7..,..D.e.c.em.b.e.r 4 and ll.7 .1.9.1O'..
that neithe'r tne affiant nor the Observer Publishing Company is interes,t.ed
in the subject matter of s.aid notice or advertising and that all of the aUe,ga·
tions'of this affidavit as to the tir~lace and charact/jof publication
are tme.~',.d L~....................~~l.......,...~.?~~.......
J:
EXECUTRICES NO'11~:.r<:lESTATEOF.Jacob S.·Rodgers,;,a/k/iJ,Jacob S.Rogers,deceased;
late "of South Strabane TownshiplLetters··Testamentary 'upon the.!above estate having .been granteq to:.
the und",rsigned,;.allpersoJ1s hav·
ing claims"against"the'i estate arerequestedtomake"irnOwJJlitlie.same'
to the'undersigned 0""fiis,;.attorneyandallpersonsindebted"'to'the de·cedent are requested to make.pay'
ment to the undersigned'without
,Jdelay.·.
Madeline Conner ,•R.D.#2,Washington,Pa.
Fr'arices:HolzapfelR.D:.#2,M'onohgahela,Penna.GREENLEE...RICHMAN,
DERRIfliR..OSA325WasnonTrust Bldg.Jas.Rt aldson.Esq.'f:614 W,'~,§."gjt_.--',7'r.~st Bldg.wash.nn-,,,.;,,na.i'\ttor',,",:__~.70279-Frl-~t
S-worn to and sUb~efore me this...l.1..day oLD.e.ce.mbe.r....1970
.....__.~rg.~.7/L.~~.~
MARGARET M.BRADLEY,NOTARY'~~""'"
WASHINGTON.WASHINGTON COUNTY
~;I GOMMiSSION EXPIRES MAY 6,1972
WCJShington County Reports
63 SOUTH MAIN STREET
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in t'his behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
....P..~.£~.~p.~E...}.L__~.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 them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•••••••••••••••••
RODGERS,JACOB S.,a/k/a JACOBS.ROGERS,Dec'd.
Late of South Strabane Township,
Washington County,Penna.Executric~s:Madeline Conner,R.D.#2,Washmgton,Penna.;Frances Holzapfel,R.D.#2,
Monongahela,Penna.Attorneys:James R.Donaldson.614WashingtonTrustBldg.,Washing-
ton,Penna.15301;Greenlee,Richman,Derrico &Posa,325 Washington Trust Bldg.,Wash-
ington,Penna.15301
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertisiI\g )(nd that all of ther!?gaionSpr~
this affidavit as to the time,place and chara'ctt;f/\>f the~u~r;?:ation aT tr .!C~/.~/(~..//-7 /7'/;/~"j /?/7 4-0--'L.-(./\/'I -C(/J .,---_.-··......C ......·..·...·......~ito~
Sworn to and subscribed before me this .-
~....J.,7.~h....day of.....P~.~.~J.l)._l?_~.f ._.._...,191..?.Q
'TfJ,'-<-r~·;L~
(J'(,JOSEPHINE T.SCIAMANNA
Notary Public.,\'.3s:1;ng~on.Washington Co.
My Commission ~xpires July 1,1914
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named AccountantS being duly sworn according to law,depose and say that the above account
as stated is true and correct as.....__....J:;h~y-------..-..--.---.-.verily believe.
Sworn and subscribed before me this _?-E.~.
.~'
day of~_..~~~:~pi~~!?_~~__.19_.?~.
"",\':::.~-
Washington.County,ss:
~_..~--------_._._-
~~n(~~c
Jacob S.Rodgers,a/k/a
Jacob S.Rogers,Deceased.
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Stdtute and Rule of Court,as evidence by proofs
thereof filed to No 9.~_':':lQ_':':1.15..5 .
Witness my hand and official seal this . ....__
day of :.19 ._.
Register of Wills
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AMENDED
The FIRST AND FINAL ACCOUNT of MADELINE CONNER and FRANCES
HOLZOPFEL,Executrices of the Last Will and Testament of
JACOB S.RODGERS a/k/a JACOB S.ROGERS,Deceased,late of
South Strabane Township,Washington County,Pennsylvania.
The Accountants are charged as follows:
PRINCIPAL PERSONALTY
To Amount of Inventory &Appraisement
INCOME PERSONALTY
Dividends -Lone Star Gas Company
Interest -Savings Account
PRINCIPAL REALTY
To Amount of Inventory &Apprais~ment
INCOME REALTY-
$838.24
146.15
None
None
$55,218.98
984.39
None
TOTAL CHARGES -- - - - $56,203.37
The Accountants claim credit as follows:,..
PRINCIPAL PERSONALTY
Administrative Expenses,Preferred Debts,
and Other Debts &Taxes,as set forth in
Schedule "At!
TOTAL CREDITS -
$3,904.56
3,904.56
BALANCE FOR DISTRIBUTION - - - - - - - - - - - - - - - - - - $52,298.81
I.,,.
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SCHEDULE "A"
Administrative Expenses
1-14-71 Greenlee,Richman,Derrico &Posa,Reimbursement of Costs,48.50
i _.!
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Preferred Debts
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11-27-70
1-14-71
Stewart Barnhill~Pa~ment on account Funeral Bill
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,:"'~F:,.01stewartBarnhill,'Balance 'Funeral Bill...-
1200.00
97.00
other Debts &Expenses
1-14-71 Russell Marino,Agent,Payment on account Inheritance Tax 2500.00
6-17-71 Mellon Bank Compensation as Guardian 59.06
$3904.56
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In the m3itter of the Audit of Account in
Estate of Jacob S.Rodgers,a/k/a /
Jacob S.Rogers,Deceased.
TO THE AUDITING JUDGE:
"
t.No.63-70-1155 itj /,,.,
Enter my appearance for.Madeline Conner and Frances Holzapfel,
Executrices of the Estate
1\1 I ~,,'
..
1.15th day of September ,19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,wHh supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate p3iper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
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97I DEL 2lf AN'I !2
63-70-1155No.-----'_-=---"-=-_
In re Audit of Account in Estate of
Jacob S.Rodgers,a/k/a
Jacob S.Rogers,Dec'd.
AUDIT
Jra~tip~fnr 1\pp~arattr~
FOR
Madeline Conner and
Frances Holzapfel,
Exctrcs.
Patrick C.Derrico
Attorney
No §~.:Zg.::J!~.?.
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PETITION SUR AUDIT
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IN THE ORPHANS'COURT OF WASHINGTON COUNTYI•
l,-J '
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Estate of J.?9QQ §.!Bg.g&~!".~..1•••?.~.~~:.t•I :
••.••••.••.••..•••••J9.c.Q.O'.•S.,RQg~r..~.~;{.Fjduciary ~?~.~!.:h~~gP.~!-}.~!?!-}.~.
Frances Holzapfel,······························:~········D~~~~~~d······!···············································E5fecufr·ic·es·······
Date of,'.i 'November 7,1970 Date of .November 24,1970
Decedent s death l Grant of Letters ,..•...................•.•.
J •,~
.This is the ;Eir.s.t...&..F.inal dccount filed in this estate
1
If there have been former accounts filed in this estate,list file number or number and term..........•...................•...••I,,...............................!..............................................................•1•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Election to take
Under or Againstwdl.(cross out one)
Date Election Place of;,
FUed .....................•............Record .............................•
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Not Material
Fiduciary,.if deceased or not sui juris
.j.'t J:,,;~,!
Relationship .Interest
.daughter 1/'1.
/daughter l/'J.
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Legatees
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Did decedent marry;afte~execution of will?(indicate)Yes.·No.Any children born after execution of will?(indicate)..:(i-.
Yes.No.If answer ~es,name them .No.i;.:I \I ..
Madeline Conner
Name of surviying';spouse ~.NQne ~~:~..",.i
List issue,whe~e rrlaterial:!'.
I
i -Frances Holzapfel
List,jf exceptions to above:.Adeemed:Revoked:
I
!None
Lapsed:Abated:Give Cause:
If partial intestacy,,give facts:
L
j
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.No.\.;,..
If any exception gi~e cause:.1'~~...9.!)Jy...b.l?~!.~...?!".~..the Executric~s df'the Estate
File copy of Notice i .
d d f '1"..-IanateamOlIng~·:.
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.....................................................................................................................................................................................................
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't''he:'preparation of the adjudication:
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.
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$ 8 ,510.44
$8,131.05
$3}2293 .O.q,
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$??a.?2.?J?.!.
to
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2824.00$.
$g9.-.9.3!J..!t.9 .
.459.68$.,................•...•.........•.•:
None
Star Gas Sto'~k -
$459.68
Cash
War Bonds
1352 Lone
Lone Star Dividend Check
If balance for distribution is not in cash;list each item held in kind,giving appraised Value (or distribution Value);
Balance of Personalty:
See List Attached
.~'~
Balance for distribution
/
Total additional credits (Subtract)~
Total additional debits (Add)
Itemize any additional credits not shown by account:
Balance for distribution per account,
Itemize any additional debits not shown by account:
Is estate subject to the filing ofa Federal Estate Tax Return?J~!?.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.,.~Q.9..~Q.9..
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant N9.USl••••.•.
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Estate of JACOB S.RODGERS,
a/k/a JACOB S.ROGERS,Dec'd.
Additional Credits
~
9/9/71 Greenlee,Richman,Derrico
&Posa
..,.'.':~"
Reimbursement for
Balance on Letters,
Filing Inventory
Filing Account
$5.00
3.00
16.00
9/9/71 Jas.R.Donaldson and
Patrick C.Derrico Attorney's Commission
Total Additional Credits
$22.80~0 .00
$2,824.00
~~=----_......--.....-'_..-....(.....
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t .NIfFamilyExemptionclaimedbyPetition,give place of Recbrd:.•......................9.TI.f?••••••.••••••••••••••••.••••.••••••••••.••••••••••••
If Family Exemption is claimed at audit,give name,relatioHship and basis for Claim:..•............•......•.•..••...••••.•..••••••.•
List any advancemeht ~r ~istribution o'n account that has beeh made,and nature and amount of same:
None
I .
Suggested distribution 'bf 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:
Madeline Conner'
Frances Holzapfel,~~"'(j.,,~~.;\:"
daughter:>~·,.:1/2
'-daughter -'1/2
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COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above'named Fiduciary or representative thereof,
being duly ~w.9.;r;g doth depose and say
thqt the facts set forth in the foregoing petition are true
to the best Of J:;b.§~.r.knowledge and belief.
And your petitioner will ever pray,etc.
..''''.
s·.,................,WQ.x:tL ;to,and subscribed before ' ..."'~/-~n.9th'../·71/;".'~me thls day 6M.se..t~~.~7=;:~CJ.7J...............~.
Signature of Office.r...L.Li~~.~...."~'//~~
T'tl f Off'No;tary PUbrlJ...,c -.. . . ...~~...~J6;......~.y••••••••••••••••••••
leo Icer·"(.Ja:s ····ng·Eon··-;;..P-efi'ii~r:""/.
Office expi res....•..:......1.,.2.-./£23 .
_._....---~
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Estate of ········································.....•
Fiduciary ······································.
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REG IS'l EH 0 f VI rLLS
VI ASH i NGT0f,J GO.,Pit
~7I DEC Zt}Ali II t~2
Cfi1 h,~.,
Deceased
...........................................................
..........__ _.
............................................-.
No.
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PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
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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:~hown 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 appr:.aisement.
.].Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in crase any of the
funds for distribution are from judicial
J.sale of real estate.
'-i -9.'Signed and itemized elections if any
_;:_:-:distribution in kind.
=-19.Copy of Federal Estate Tax return if es-
tate is subject thereto.
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Attorney
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA '
, ' ,,ORPHANS r COURT DNISION ""
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INRE:
Estate of
~Deceased.'<>.J>-UlZ
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zeBEFORE:CIziUl<~
§APPEARANCES:0:'
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(
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(No.1155 of 1970
)
(
)
(
HEARING ON AUDIT
-The HonorableP.VINCENT MARINO,Judge of
the said Court.
PATRICK DERRICO &JAMES R.DONALDSON,Esqs
of Washington,Pa.,representing the Accountants.
Wednesday,September 15,1971,at 10:00 o'clockA.M.,EDST ..
fo:r audit on Wednesday,September 15,1971 at 10:00 o'clock A.M .
the third quarter:of 1971.We will today consider the a<:counts listed
The first"audit"is Number 1155 of 19'70,the estate of Jacob S.Rodge s,
are
dedeased.The Executdc:€sl};Madeline Conner and Frances Holzapf 1
,.
ffihe Court will resume the call of the audit list fo
viII:III
Ii:THE COURT:on.III0:
I-0:joU
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and the ~tt6rneys are Patrick Derrico and James R.'Donaldson.Mr.
~"....
Derrico?-
MR>DERRICO:'We have the neces'sary papers 'in this estate'.The e
are no special c~mplications that we can see.We have filed with the
a ers here an amended Inventor ,onl
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2
our interest on our War Bonds-than what we had set up on our origin 1
..'-)nv.entory.Other than tha t,.the only two heirs ~re the two ~xecutrices:
,.
..and they have agreed to split the stock in kil1d.And other than tha~,
there's still some Irtheritance Tax to be paid and that will be paid at he
time ,it's computed.The RCC form has to be filed and that will be fil d
this afternoon.
:5z~THE COURT:...1>-(IIz.~MR.DERRICO:
II.f
Are there any outstanding c.laims,Mr.Derrico?
There are no outstanding claims and no outstandi g
bills;just the·Inheritance Tax.
Is there anyone else in Court interested in this
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.UI THE 'COURT:0(~.
t decedent's estate?
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§g THE COURT:The audit of this account is ordered'closed by th Court..,
x5 (A UDIT CLOSED)
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ESTATE OF
Jacob S.Rodgers a/~/a
Jacob S.Rogers,
deceased
No.63-70~ll55
In the matter of the First and Final
Account of Madeline Conner &Frances
He1sapfe1,Executrices
ADJUDICATION AND DECREE
And now .December J;!,19l!-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
therjof the balance for distribution in the hands of the Ac.countant.is detern:i~ed to be
$~9,931~.)+9 and the account is accordingly confirmed;and It IS ordered,
adjudged ond decreed that the said balance be paid out by the Accountant in accordance with ,the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
sec.reg.or an appeal be tak:en herefrom sec.leg.
(
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional debit asked s.t audi t 459.68
$52,298.81
$52,758.49
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts""'-I
Attorney.Patrick Derrico and James R.Dona]dson
Russell Marino,Agent,transfer inheritance
tax,.Estate liability,$412.94
Individual liability of Madeline Conner
on Real Estate transfer-life estate
reserved,660.00
Mrs.Madeline Conner,(Pat~ick Derrico,Eeq.),
daughter,1/2 residue,including cash of
$4022.50 minus $600.00 transfer inheritance tax
due on individual liability for tax due on
transfer;1/2 interest in War Bonds as appraised
for $8131.05 (full interest);1676 shares Lone
Star Gas stock valued at $16646.50;held in
kind and distributed as such a t the value 8S
shown,
Frances Holzapfel,(James R.Donaldson,Esq.),
daughter,1/2 residue,inclUding eash in the
amount of $4022.50;112 interest in War Bonds
as appraised at $8131.05 (full interest);1616
shares ~one Star Gas stock valued at $16646.50;
held in kind and distributed as euch at the
value as shown,214.734.t;2
No balance II
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .
Form RCC-33
RESIDENT 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 THE MATTER OF WE ESTATE OF }Jacob S.Rodgers,a/k7a Jacob S.AFFIDAVIT OF
·-·-----(;;;;,~~::.::~~~~i)·----_·C···o···QD········t··y···:=:wr~ni
Late of W.~f3.h!!1g ..
and say
State of Pennsslv9ni..9 }
County of Y!.~.f)1?~1?:g.~?~.....................................................ss:
.......Ma d~~!.P.:.~.G9.!1.:g~.~9.P.:.9.f..:I;.9..P.:~~f3..H9..J~~pJ~..~.,......................Eueutor
of the estate of the above-named decedent being duly sworn,depose
Decedent died
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
...JaOle S ...R..P9IlC3.1<:l§9P,.Esq....Wa.s.hingtQu...TrustBld.g •..
patrickG.Derrico .....,W9.f3.h!!1gt:9!1,J:leI1T:l'.i .
That as such ~~.~.~.~.~.9.!:.~,..deponent is familiar with the affairs of said estate and the property con-
(ExI\cutor·Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit bux 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:...:;S.:.;A:.;FE:.....:D::E::.P..=O.:.S.:..IT:....,:B::O:.:.;X:.-...+-'-__--=I::.N:...:.,:.NA:.;:M:::E:......:O:.:;R:...:.,:.NAM=E:.;:S~O.:..F +:...:..:.H.:.OL::;D:..:E:.:R:.:S-.:.TO~D:...E...:C_E.:..DE...:N::.T~
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 0 ther institutions,whether individual;ly,or in tru~t~for
any other person:or persons giving also separately the accrued interest thereon,if any,down to 'the iast
interest day prior to decedent's death in the case of savings banks,and to the dat;~of ~ecede~t's death
in all other cases;all bonds,postal savings,treasury certificates or notes and"Jther 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 Uni ted States,or any state,or political subdi;ision thereof,or.of
any'foreign country,which are:owned'at the time of death;all wearing apparel,jew.elry;silverware,••pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and an~.a~d all
other personal chattels of whatsoever kind or nattire,left bydecedent,together with the fatr'ly'estimated
market value thereof;all bonds and mortgaltes held by decedent and of all claims due and owing decedent
at the time of ~leath,.apd all promissory notes or other instrume~ts in writing for the payment of'mon~y
~.....~Jofwhichdecedentdiedpossessed,of whatsoever nature,with'interest thereon,if any,giving the f'ace
value and estimated fair market value thet"'~of,and if such estimated fair market value be less than the
face value,it sets forth briefly"the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death o·f 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 schedule also sets forth the interest of rlecedent 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.Ther.~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,and the 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 anrl Impaid 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 rlebt 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","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
9th.................................Subscribed and sworn to before me this ~""'~"M."-efl:;;;;;r;#.u(.--._--
Washin ,~.~P..~.!!..~..'.~~..~?~~.&.~?~..'.~.~~.~~..~.
My Commission Expires:~-p-#-.p (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and scherlules annexed are
filled in with details or the word "None",anrl in case the assets include rare and unlisterl securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements requirerl under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
,.
RCC-34 (l-!i4)
•COMMONWEALTH OF PENNSYLVANIA
DI: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 quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyanee by which the decedent took title;If a farm state number of a-
cres;olso statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
None
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
Insert this total opposite "real property",Schedule "A"in the X X X X X
IIAs Reported"column on the last page of this return.
~RCC-35
COMMONWEALTH OF PENNSYLVANIA
T.RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 any undistributed
estate of or income from any property held l.rt trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
,
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKET VALUE (Do not write in
this space)
1.Refund by Mrs.Conner-Not Used for Mr.(}((f/J7 50.00 50,oCJ
Rodgers
2.Cash t1Kl/J;J,12,289.93 /:<)'2 iCJ,q 3
3.1352 Shares-Lone Star Gas Co.,Common @ 24-5/8 33,293.00 .1.3;.2 f j ,00
4.Series E.Bonds (List attached to invento:ry !;/3/,06Filed)8,131.05
5.Social Security -Death Benefit IJIT Til)!/.i3J.E 255.00
6.Mellon National Bank Account in n/o Jacob II :<&0,(JJ 0S.Rodgers or Stewart Barnhill 1,200.00
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
ReC-'3D...
rU\!\lO\'\~?\LTIl UF PF~N8YLV).NI A.
T1UNSFFn INHElUTANCE TAX
lIES InEXT DECEDENT
SCHEDULE "e"
Tll\~SFErtS
(1)Dirt rtecedent,within two years of death,make any transfer of any material part of..J1is estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~o
(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)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)Yes
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)Yes
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or otherS a lone
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the ;;tffirmative,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 supporterl by affidavit by the attend.ing 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 rlecedent,if any.Submit copy of any trust deed or instrument,if tr,ms-
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)DF..PT.VALUATION
())ppt.Only)
LCOCLVCU
A life estate/in Deed from Jacob S.
Rodgers,Widower,to Minnie Madeline Conn~r
in and to:
ALL that certain tract of land situated
in South Strabane Township,Washington
County,Pennsylvania,and bounded and
described in-De~d~recited above,dated
June 20,1967,recorded June 21,1967,
in Deed Book 1260,Page 131.
,~.P4.tlo
$11,000.00 fill fJOO,00
Insert tills tot:d opposite "Transfers",Schedule "C"in the
"As Reporterl"column on the last page of this return.
__....1-...1--.1...-;-......
1/11 tJOC),{}O,
RCC~38
CCMMONWE~LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
!~
DescriP.tion of Property,Date of Acquisition,Name I unit percentage Estate
Address and Relationship of Co-Owners,and Place Value Share Valuation
of Record of Instrument,where Real Estate.!
None.
Insert this total opposite "Jointly Owned Property",Schedule "En
in the "As Reported"column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
---------------------------.."'1
ROC-37 (12-63)
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 ;m interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
MrS.Madeline Conner daughter Yes ----1/2
R.D.=In
Washington,Penna...
Mrs.Frances Holzapfel daughter Yes ----1/2
R.D.=Ii2 Box 569
Monongahela,Penna.
Deponent further says that all the above-named beneficiaries are living at this time except below:
L
NAME DATE OF DEATH RESIDENCE
+t
Will !»BllOilfi.<>.mt1ltnH No.63~.70 -1155........Year
P.IJ THE
;\IATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
Jacob S.Rodgers,a/k/a
J~G9.P $!J:~pg~:I:'f3..,.....
Deceased
Late of $ql1t:h.$t::r.~(I:>.~~~'I'<:>YJJ:lf3.l1.~P,.
County of .....Waf3hi,t:lg:t:9.P
Commonw7alth of Pennsylvania
REPOR"F:~D APPRAisAL,
(Executor-Administrator
must complEte "As
Reported"column #1.)
()F~'"rj ~
"1 ""to ('t Cb05...e:..'"'"'"til 0.....:l "tj~~e.""~0't:lII:>"'tl CbC'""""1
;-'.g ~
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~
DA~APPROYED
63-70-1155
STATEMENT OF DEBTS
AND DEDUCTIONS
ESTATE OF Jacob S.Rodgers,a -k-aATE OF __S_o_u_t_h_S_t_r_a_b_a_n_e_T_o_w_n_s_h_i..:..p _
Jacob S.Rogers,Dec'd.
OFFICE OF THE~FiEGISTER OF WILLS
....
AND AGENT OF THE COMMONWEALTH
OF COUNTY
Form ·Re C·10
DATE OF FILING APPRAISEMENT Sept.16,1971 .-November 7,1970(SunnJemenlalJ DATE OF DEATH
.DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"'".Bill
~1-2 "-70 Stewart Barnhill Partial Payment of Funeral 1.200 00
1-14 ·71 Stewart Barnhill Balance-Funeral Bill 97 00
1-14 .7].fosa Reimbursement for Following:Greenlee.R~chman.Derr~co&
11 19-7b Russell Marino Letters &2 SCs.20 50
11 1-25-7b Washington County Reports Advertising Estate It,00
".?"_ih Observer Publishing Co.Estate Notice It,00
9 9-71 Russell Marino Balance on Letters,5 00
II II Filing Inventory 3 00
II II Filing Account 16 00
9-9 ·71 Jas.R.Donaldson,Esq.and
Patrick C.Derrico,Esq.Attorneys I Commission 2,80C 00rA~~..1-7~\L ~~~f~A~#S)"--""",""I ...."
-
-~
Total ($4,169 ~)
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF \vashington S&:
I.Madeline Conner,one of the Exc,trcs.,
(L.5.)
Notary ub1ic-Washington
Washington County,Penna.~~
My Commission Expires:~~/~~~
o
t ',I1_"_."
co U)..::re::::,Cl -l t:L
Z-J
I "
-_._-----------~---------------~'"."..A '.~FiCE O~neE
R-EGISTER OF WILLS
I',
OF COUNTY
AND AGENT OF THE COMMONWEALTH
...,•STATEMENT OF DEBTS
AND DEDUCTIONS
63-70-1155
DEDUCTIONS ALLOWED IN
THE SUM OF '........",$i~.~~.~u~
APPROVED ",".,I.t.~~I:71
Jacob S«Rodgers,a-k-a,.ATE OF __s_o_u_t_h_S_t_r_a_b_a_n_e_T_o_w_n_s_h_i~p _
Jacob S.Rogers,Decld.ESTATE OF
DATE OF FILING APPRAISEMENT Se t.16,1971 OAT"OF DEATH November 7,1970
m it:a J.J
DATE NO,OF NAME OF PAYEE REMARKS AMOUNT
VOUCH''''
'-70
B~ll
_~1-2 Stewart Barnhill Partia1 Payment of Funeral 1.200 00
1-14 71 Stewart Barnhill Balance-Funeral Bill 97 00
1-16-.71 fosa Reimbursement for Following:Greenlee.Richman.Derr~co &
11 19-7b Russell Marino Letters &2 SCs.20 50
11 25-70 Washington County Reports Advertising Estate 14 00
11 .,~_,h Observer Publishing Co.Estate Notice 14 00
9 9-71 Russell Marino Balance on Letters,5 00
""Filing Inventory 3 00
II II Filing Account 16 00
9-9 71 Jas.R.Donaldson,Esq.and
Patrick C.Derrico,Esq.Attorneys'Commission 2,800 00
(\j JII.,,
Li·.~/4f!)\.~t ..iT If ~\da•.....f .'.f'"-"'f,1'\/..
'-;.;.."If'~/f ~\,..f!"lrl;.~··"'1.t~;~!~,'--...-~..:~~'f"~).........",....1 •
'.
""
-
Total $4,169 50
COMMONWEALTH OF.,PENNSYLVANIA }
Hashington 58:COUNTY OF --=-:---r-::-"..--:=--=-----
I,Madeline Conner,one of the Exctrcs.,
Notal::\ib~a§hingt(~m
Washington County,Penna.I
My Commission Expires:It.l;2~iZ-;f?/J
ce:<J)<:
c;::J ("".)....J CL
Z....J--~~,..
,...
...
"-~"\
~~~
,.1..1·.,_
(-....
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"
• J
"'.
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
l-1ADELINE CONNER &FRANCES HOLZAPFEL
(Executor ~:
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-120:-7
J
In Re:Estate of __JA_C_O_B_R_'O_D~G_ERS__a..:.../--=k/,--a "----,~_
WASHIIDTON County -Fi Ie No.63-70-1155
Dear Ladies,
You are hereby notified that the ~o~r~=:l·g:l.:~=='n~a=l=___
appraisement in the estate of --'J<.:.A~C'-"O<"=B!.....:.'H""O=<D~GER=S:::....__
has been filed in the office of the Register of Wills of WASHINGTON
County on December 7 ,19.1L,Said appraisement reflects the following
valuations:
Real Estate _
PersonaI PropertY ..lJ54",,-,:#--9~6,f.,.31.Jl;,-,,-9~8 _
Transfers .....]u1"'1,~Q[J.IOO~••OO~I.l.·_
Jointly Owned _
Tota I ~6.L5,.J_,9e:6~3~.9~8~_
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 nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)'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.
SignedDate__D_e--,--ce_mb_e_r--'.,7.E..'_1_97'-'-1 _
date of death;November 7,1970
Note:This is not a bill.
'A~,.J~.
T itl e --'a""'-~-,7~=-'='....eL.-<..=.,-,'"'-.....""'-~......L:.-«-...::)_·.:...--/...:...-:_
RCC-39 (5-68)
COMMONWEAL.TH OF PENNSYL.VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Es tate of RODGERS
(Last Name)
JACOB
(First Name)
s.
(Initial)
alkla'~DATE OF DEATH_=11=..-.....I.7_-..L.70:::-.._FILE NO.63-70-1155
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_--.:..::~=.:..:HI=NG=T.=:a~N _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:__~NwQ>Lv"-,em....w.bLlie",,,r---l7~,>----l1~974-J.l __~~~.INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REPORTED VALUE AS APPRAISED
$ ,$"-------l---
VALUE AS REAPPRAISED
$-------+--
FOR USE OF REGISTER ONLY
Tax on $---1__2%
Taxon$~
Tax on $5%
TU~$lK
Tax on $15%
fu~pti~s *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$---------4--
$---------4--
$---------4--
$-------+--
$---------4--
$---1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ------Ie $---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $....JL--
Add interest at rate of 6%from
to $--tTOTALTAXBALANCE$-----.
PAID $_
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will..l No.Admimstration ~
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..JACOB..S•.RODGERS .a/k/a ..
Deceased
Late of ..SOUTHSTRABANE..TWP•.....
County of.vIASHIN:xTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
~
•Fonn RCC-2
:;
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
.-)COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE D.e.cemb.e.r.7.,197~.
COUNTY WAS.HlNG.TQ.N..
FILE NO 63.~7.0~11.5.5 _.
Whereas,~A.GQfL.$.l!RQ.P.G::$R.$ajkJ..a late of S.O'W.H $T.R.AJ3.ANE TWP..
in the County of WAS.l:U.ID.TON Commonwealth of Pennsylvania,having died on
the 5.eventh day of Nov.emb..er...................................19..70..,seized and possessed of an estate
8Ubj~~e:::r~~~~~:::;c~tJ;~W;;t~.o:::::::::::~IYappointed aecording to law.
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpolBs
$
PERSONAL:
SEE COPY OF SCHEDULE liB"ATTACHED TO APPRAISENENr 1:,1.Q{...~IQ~
TRANSFER:
SEE COPY OF SCHEDULE "C"ATTACHED TO APPRAISEMENT 11.000 00
total 6t;96i 198
.
j
,
...
1
1,
i
r~-,
.."',t.,
WAS.HINGTON....'HHHH
~-:;.
->,
County
~.
.-
/-"",/'
RESIDENT INHERITANCE TAX APPRAISEMENT......
Estate of
:,l,e'
~AG.o):3 $•..,.RQP..G.ERS a/k/a.,,.."""H •••
Deceased,
Late of
SOUTH STRABANE TwP"~"
Date of Death,HHH'HH'b+'~7:,:,:,70..'..HH......H.........."
Appraise7llel!t Docket Vol 3,8 .OJ ••••••••••••••••••••••••••••••••••••.••••••••••••••••..........-
Page,"...:I;2~7.....H ..."...""".No......63~7~ll55 ....",
Filed in Register's Office,Dec.,.H..7 H~/9.7-..1
·Am-ount of tax due,$"."'''''H ''"""..""""'':':.""".".",,
DEPARTMENT OF REVENUK.
-$~.
":
E
.........Received,,..
...."~or
Examined and Approved,"""""",,,,,,""",,H ".".""HO.C"".""""",
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,"H.".HHH."HH"HH••""'H'"''''''''''''
'-/~
Entered and charged,HHH"'HHHH"'H'."...."H".HH~.....""",...
"';:
/
~
,.