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OC1970-1179 - ESTATE OF ITZKOVITZ
1.I hereby revoke any and all \'<!ills"Testaments and 1:Codicils by rIle at any time heretofore made. 1 I1( tI1I I \ fiI I II I I j III!!I Jj i,_...,-~ i li! 'j i i! 1 II mindl j j j 1 I I \ ..b3-'-/O-//77•~.::.:",.;.,..._-4",·~.~,.,.,......··",·,_"",_,·~~·..o;;:O.~".;f·;",..'. 1I ~.,.; 20 day of October,1965,hereby-;..-.-- 1,ltST \\!ILL AND TSSTAT·SNT County,Pennsylvania,being of sound and disposing I,MOLLIE ITZKOVITZ,a ",.ridol",of the Borough of Charleroi, 3.I direct that my Executor prom~tly pay from ,~ out of the proceeds of my estate,ail o:f my jus't debts including "'Testament. 2 •I nami nate and appoint my son,i'lORTON r>1.ITZKOVITZ , n " ?:' ~., r to be the ZX'2cutor of this,my Last Hill and Testament and'Ii~i ";''direct that he be permitted to serve vri thout bond.I'if I, {,n :·aoo ;memorydo on thisr-i'~~make."publish and declare the follovdng to be my Last 1'.'ill and .~; ~the expense of my funeral and the costs of administration. ..•...;._..-.~_.'. 4.I give and bequeath my diamond engagement ring L to my grand-daughter,SARAH ALPE:RN . l.I\II !,'i LEE the Futterman Corp?ration and :~i!!i I l.j j I1Incon0Fund,Inc.,to my son,r,'1orton M.Itzkovitz.l i(! !I,., I Ii! i, 1 I give,devise and bequeath all of the shares in the I give and hequ.eath my diamond dinner ring5. Institutional ,, ~l "i- {: H;1t to my grand-daught.er SAR~H !l'• '1""'".•.•'.~ own name or 1"11 ere I 5har e 'as joint tenant I 91ve and bequeath any amI all banl~accounts,7. ~which I hold in r,1y ''I' 1.•,wrth hir.nto my son,T'lort·::m P.Itzkovitz. F l.L 8.I ~p.ve and bequeath any and all household goods or· :.:furnishings of vrhich I die seized unto my son,r·lorton 1\1. ,", ,Itz1\ovitz . 9.During the lifetime of my busband,the late Ben i~:Itzkovitz,cl2rtain trusts ',"ere set U?for the benefit of my l:, •• ..,:"'I.'-1-"i'chlldren lnCl.UOlng ny daughters and my son and for my grandchl ere?, ~:and 11 a ving thus t2,k12n care of th ~?m,I make no additional provision for them in this,my Last l.'lill and Testament. IN ~HTI'SSS ~.7IIS:1EOF,I have hereunto set nw hand and seal :,this 20 day of October,1965.----- ,. j '." (SE/il~) \' ;, I.!2~: I.! !i I 1 1ii ,. I· Hi:' ----_._-------_......_--_..,."..~. i\ffi~uutt (@f iExerutnr ®r i\bmtutstrutnr ~tatt nf Jtuusy.luattia } Qtnuuty nf llas41lugtnu ss: P II b f 'th d'd th't Notaru Public .d f 'dersonay e ore me,e un erslgne au on y,a ..,7-••••••••••••••••••••••••••In an or sal County and State,~,ppeared ~~~.!~~~.'!..}~~~9.y.!~~who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of ..MQ~~.~X.'rZKQYln deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .MQ.~~m....:r~~.~yJJZ., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and subscribed before me this ?1=.h }~/11,~~ d f Januar'1.7 19 71,M9.R~.N ..M.I!l QVi~.ay 0 ~............Executor~~ .............................................~.~..Notary Public,Charleroi,Washington Co. JAY.Commission Expires December 31,1973 ADDITIONAL INSTRUCTIONS j,'" 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 $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 \. 3.fuututnry (tub !\ppraistUttut of the goods and chattels,rights and credits which were of ~9~~.~~~.~~~qy.~?;?;.late of ~g~.gh 9.~~P:~.~.~g~9.~.. Washington.County,P,~.,taken and made in conformity with the above affidavit. J DOLLARS CENTS 1.Acct.#64...18108,Charleroi Office MELLON NATIONAL BANK AND TRUST COMPANY,Mollie Itzkovitz .Trust for Morton Itzkovitz 2.CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION,Acct. ~48...64 Mollie Itzroovitz Trust for Lewis Alpern 3.CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION,Acct. #48...6&,.Mo11ie Itzkovitz Trust for Sarah L.Bernson 4.CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION,Acct, #48...62 Mollie Itzkovitz Trust for Rena Alpern 5.CHARLEROI FEDERAL SAVINGS AL'{D LOAN ASSOCIATION,Acct, #48"",69 Mollie Itzkovitz Trust for Henry B.Bernson 6.CHARLEROI FEDEffiL SAVINGS ~LOAN ASSOCIATION,Acct. #48...66 Mollie Itzkovitz Trust for Lewis Weiss 7.CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION,Acct. #48 ...65 Mollie Itzkovitz Trust for Sarah Alpern 8.SECOND FEDERAL SAVINGS ANoLOAN ASSOCIATION of Pittsburgh,-Mo11ie Itzkovitz in Trust for the following: Acct,#12976 ~Morton Itzkovitz Acct""#14387 ...Rena Alpern Acct~#A12975 e Sarah Ba1ck Alpern Acct~#A14393.~Evelyn H.Bernson Acct;.#A14392 ,Mi 1dred Weiss Acct""#A14:388 Lewis Alpern 500 00 500 00 500 00 3000 00 500 00 500 00 500 00 1577 08 1475 63 1003 87 2003 54 2007 81 1003 87 FORT PITT SAVINGS AND LOAN ....Acct,#56 ...12 Mollie Itzkaa.1Z for Morton Itzkovitz Acct.73...63·for REma Alpern 2027 5e5 84 27 ,A;.-,,~ 'H,d"'O,,.',!,it)l'':·L:j'10W.al ',"i,"V'·'t\'i",)J'f t1.J.fn'""'"1 1'1 I"\1~lJr.ltJ3'"'-',Ifl'-,l >,-.~,'.tU.v ,.,.,.....,.....~~...,~vf\.,LA oNIid VJ'l ""I :l S:~nl:J ~;:.;.~' ~ ......;:......0::<:~;:.... ~<::>"'t~ l:!1 ;,.;:l:!1 ~Vl ~.., ~..,~l:!1 <;:. ~~~~....;: 'D .... - I ;){$tI not'loM :101 )I 10\£()-tt .~:)y Page 2 INVENTORY AND APPRAISEMENT 10.Blue Shield refund check $43.00 11.Blue Shiled refund check $172",00 12.Diamond Dinner Ring $50.00 13.Diamond Engagement ring $100.00 TOTA,L'$11,969.911 . ......\..l. ...;.,.r ......". . I -".",.;~;... ...>~....~~-~-_.-...:... '~d <:0;)N01~;-'!\HS'v'i,\ Slll/.\~n ~j"LSI)3U o~~I'-:~"I -11:~(';;'j "'..t COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-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 REPORTING FINANC IA L INST ITU TION _.......o:l.:P..=.IT,;IwT"""BB~Uflll/;li·~GwH~N~Au.T.a.;IO~Nil£liAL.o.l.·....aB.wA>l.l\.NKw·..c:Jij':w.RwARuI.I.la,ERwQioUIi.-:OWlF.:..I';F;..LJj.liJ,;CEr.:&.'·_ ADDRESSOHARLFROI.PAt 1$022 .ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_S,;;..;:8,;.;.,V1.,;;;;:·ng:::5!.t::J;:;,.s~(O~O=24:.:;8.;;.:89~)~_ ~~~~~~~T~~~~~U~s.Mollie Itekovitt or Mrs"Rene Alpern J RELATIONSHIP TO DECEDENT~:p_a;_ug=-h_t_er _ DATE DEPOSIT OR INVESTMENT 6 rtWASESTA.BLlSHED 3_-2_'_";:1;....:7_~_ BALANCE,INCLUDING INTEREST I 1" DUE,AT DATE OF DEATH $_a_oo,""",..•_OO_·_~...;;;2~-::'-,-f'_()O_,_~_ £(j~~~~~~--';:As=::'S....1';t~.....;C~a.~s,h1er ..in~Onarge Signature TITLE RCC-13411-69j ~6MM,QN\yEAI:rHOF PENNSYL VANIIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIOMS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:IJIrs.Rena Alpern 300 Hashington Avenue Date:__'D;:..c:..:c:..:eJn:::::.:;:.be..:.:r~~9:....r.,....:1=.97~0:--_ County __~~·Ja~s~h'-!L:l.P.:l:·..t.:i~;..l:·~o~n~_ Charleroi,Penrusylvania 15022 County File No._ Bureau File No._ onWe hN~Y.;~;.e~~oticl~,th76,ff;c:er~t:ai~n~'p~~:o;~e~~~;;X0lt~hr~~o:ug~h~·~oo~·~XKX;'·i'{JfCVi{XJ~'~\XXXXXXXXXXXIDij·~';';';;'i;X~XX~'KJ(]W w.~mJ{(~X.l\lmJfi¥X£OO~et€troC trans£er from NHS ..HOLLIE ITZKOVrfZ,deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the pa;,ment of the inheritance tax due is imposed upon you,as transferee. The property on which tCIX is hereby assessed consists of:Jt.Savings Account #0024889 held in the, .PITTSBURGH NATIONAI~BANK CHALI1.LE,;QI OFFICE;CHARLEnOI,PENNSYLVANIA.In the mm.es or $800.00 HHS.HOLLIE ITZKOVITZ OR HItS.RENt:~ALPEIi.N.Opened 3...26-57 ,Balance as of date of death. appraised by the Commonwealth,as of the date of death,at $_~80=O~.~OO~_ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_--=4=00::..:.&..OO=~__$-------- AMOUNT OF TAX DU E 24.00 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before February 22~19 71 you may 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 Ilt the rate of 6%of the tax per annum is also due as of * _ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rl[]te of 6%per annum unti I 'paid ASSESSED BY:--:---:--_ (Agent for the Commonwealth) APPRAISED BY: TOTAL AMOUNT DUE ~/J ..-t41/627'~.,f/:,; (Inher,itance Tax ~praise1) $24.00 $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: I "•..{ i Vi;\..~, If you have already paid this tax to an executor,administrator, atto;ney 'or'other personal representative ot the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person-to ..wlwm·. you r:nad'e pciyment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount Paid I I.. 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 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 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. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.. REPORT OF REGISTER OF WILLS Si gnature 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 $• Date of Approval:_ Register of Wi lis RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA BtfC£fVtt DEPARTMENT OF REVENUE COUNTY ~£4U Or ..>~ HARRISBURG <-OLL fer,O DEC t/Ns 3 37 fH 'iD NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: ({)~.. Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith subrnitthe following report: NAME OF REPORTINGFINANCIALINSTITUTION PI1'TSBURGH NATIONAL J3ANK.CHARLEBOI OFFICE ADDRESS __CHARLEROI,~A.15022 .ACCOUNT NO.OF JOINT,• TRUST OR INVESTMENT DEPOSIT Se:dngs (0025216)----:;:..----.;.,---------~~~~~~~T~~~~UN1Ben:rtzkovit~·.Dee·dorMrs.MoliieIt~kovitz or Morton Itzkovit~ DECEASED JOINT DEPOSITOR,~.< TRUSTEE OIR INVESTOR Mrs.Mollie Itzkovitz V ADDRESS __300 Wa.shington Ave ••Cl'larleroi,Fa.15022 DATE OF DEATH ~:-:11-..-22-•....;..70----------,-,----......- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ..-M_o....;;.r-'-to.;..;;n~.;;;.It=z=k.;;;.,ov;..;;i=tz;:;.._ ADDRESS ~:OO WaShington Ave.,Ctuu,leroi,Fa.15022 (.-:u RELATIONSHIP TO DECEDENT Son DATE DEPOSIT OR INVESTMEN"::T-------------- WAS EST~\BLlSHED _.__._9_...1_0.-;-$;....;7_~--------,---,---- BALANCE,INCLUDING INTEREST I.-fl DUE,AT DATE OF DEATH $-iO>lI.lnil.o/..o.NooIlol.O....-.....;.?_::_:l._~;;..o;;..:.,~~---=__------.-4?a~.~~~.:"';;';"~:;:~---.;jAtl.o:SWS~·tkl··......J.LO~~s:whier ...in...Charge Signature .TITLE . R C C-134 (1-69) COM~_ONWE~TH OF'PENNSYLVANIA -DE'?AR"l"MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFfICIAL"NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__~....l...Qr....t"""o....n.........I!:..IotUizUiJklo.loou;y-=i.lo!.t~z _ ,300 lia,sbjriPtop Avepuee Chilr1eroi ,Penns:'{lvania 15022 Date:_....:D::..lle~ct.:.emlW~b::o!:er!l...·_9~J__...1~97~0 _ County y:lasb1ngton County File No._ Bureau File No._·_ '; We have received notice that,~hw~..o1XxxxX'C;\''XXXX)(XXyXXXXXXXyXXYXXXKXXX'lXJ.'XXX'KX¥XXXXX; on November 22 19_....2.Q you came into ownership of certain property throughm~@:y.~~i mr1~~(~transfer from HHS.~lOu..IE ITZOKOVITZ,deceased.. 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. The property on which tax is hereby assessed consists of:.It.Savi ngs Account.#©Q25i2le hola 1ft i.ho PITTSBURGl-I NATIONAL BANK,CHAnTEROI OFFICE,CHA..1.U.EROI,P£NNSYLVANIA.In the names of ' .BEN ITZKOVITZ-.DEC fD OIl.MRS.NOLLL~ITZKOVITZ Oi-~}:ORTON ITZKOVITZ,'Opened 9-10-57. Balance as of date Clf'death;$500.00 appraised by the Commonwe·alth,as of the date of death,at $500.00 50 %of this amount is taxable at the rate of 6 % ,ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_ (Agent for the Commonwealth) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above am(lUnt within three (3)months of the date of death of the decedent,or on or before Februar;r 22 .19 71 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest (If the rate of 6%of the tax per annum is also due as of *_ 19__in the.amount of *H the tax is not paid b:~the above date additional interest is due at the r,ote of 6%per annum until paid TOTAL AMOUNT DUE J APPRAI SED BY:~kl..L)~'A~,:...,.Ic-={P/LAf.,='=~_ (Inheritance Tax $ $__...J2...5,L1,0L4•..l.oQ~O _ l§.OO _____.15.._ 15.00 $-------- $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: 'J JU~,.".., \f~AS"bijl\)K,r~"..A. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date ~id.•n~me and address of the person.J.o whJ~m you made payment,their official title and the amount....,.. 'Date Paid,Name and Address of Payee Official Title Amount Paid ii 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 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 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. 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 $• Date of Approval:_ Register of Wills ...,.. JOHN E.COSTELLO COUNSELLOR AT LAW 418 WASHINGTON AVENUE CHARLEROI,PENNA.15022 PHONE 483-5961. ... December 12,1970 Mr.Russell Marino Register ()f wills Washingtoll .County Court Hous;e WashingtOIl,Pennsy1vania In Re:Mc.llie Itzkovitz ...Joint Accounts Attention:Mr.W.R.Cheney Inheritance Tax Appraiser Dear Bill: You recently had notices sent to Mrs."Rene Alpern and Mr.MortOJ1l Itzkovitz concerning savings account held .jointly . with,theix'late mother,Mollie Itzkovitz at·pittsburgh National Bank,Charleroi Office~'.In the case of Mrs.Alpern,the taxable amount listed was $400.00 and in the case 'ofMottonthetaxable amount was:$250.00•.we are going to defer payment of these particular bills since we will be filing,within the next week or ten days,an Inventory and RCC-33.Form which will list a host of'these'joint and "iii trust"accounts.lbe jointly held"property costs,OSiSist$7.:0if two items youbave written about,would total $1,300'~nd the "in trust"accounts totalled $18,000.00 Be assured that this will receive our early attentin. JEC:kr •Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the· Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 'of the Inheritance and Estate Tax Act or 1961.) County of State of . IN THE MATTER OF 'l'HE ESTATE OF }AFFIDAVIT OFMOLLIEITZKOVITZ.......................................................·····(·St~t~..f~li..;;;;:;;;~·..~f··d~~~~t)..........EXECUTOR Late of ~J::19:J;.~.'?:J;.C?.~..;I W.~.~!!.~.~.9.::t.gP.:county ~~ Pennsylvanial~;~~;;~;~;_~::_~:::::::}'" Administrator MaR TON.M~.J.1.ZKQVJ..I2.. of the estate of the above-named decedent being duly sworn,deposes and saYS Eueutor ,197.Q,{'testate leaving a last will,copy of which is hereto attached.} (nay)(Year)~{ ·····JOHNE~COSTELLO,Esq;,;A;tt·er:Fl.·eyAtLaw . .41SWashingtonAve ~,Charleroi.i··Pennsylvania ..·.. Decedent died N.C?.Y..~!J:l:1::>.~.E..?.?L. (Month) Name and address of attorney or~ other authorized representative to ~ whom all correspondence should beJ' mailed. That as such g,~~S.~.!.2.;deponent is familiar with the affairs of said estate and the properly con- (Ex"cutor"Admini.trator) 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 That the contents or said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the rollowing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereor sets forth fully and in detail all the real property in the CommonwE!al th of Pennsylvania or which decedent died haVing an interest therein.It also sets rorth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name or mortgagee,date,rate of interest,and book and page of record thereor.It also sets rorth in the columns prOVided therefore the assessed valuation or each of said parcels,the estimated market value ther~of as of date of death of decedent. That Schedule B attached hereto and made part hereof sets rorth fully and in detail all personal property wheresover situated owned by the decedent at the time or death;all moneys lert by the decedent at the time or 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~pers~n'~personsgivinglals~·separatelythe accrued interest thereon,ir 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 case~;all~!>.pnds,postal saVings,treasury certiricates or notes and other evidence of in- debtedness or the 'Uni ted'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-dell.th;all wearing apparel,jewelry,silverware,pic- tures,books,works or art,.household furni ture,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 mortgages 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 ror the payment of money of which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons ror 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 or 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 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 bA 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.Therl~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,orjoin~ly 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 su~hpoWer attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners.to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Irnpaid 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. Subscribed and sworn to before-me this . ....day of J.~~n.!!1!.f.ll,19 .•7..1 ...........................".."~.Jr Pub ie,Charlet'or.Washll\9ttlll Ci'l, My commission Expires December 31.19n Jltd;,?:£fJ?i~ .~~.~~~..~~~~Y...~.!~a _.(ExeC'UtorJA~ 911 crest Avenue.........................................................................................................'_. (Street Number). ..........Cb.~~J.~.~.Q;i...,p.e..P..n§y..ly..~.nig . (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. ................;4.~h . RCC-'l4 (1-64). COMMONWEAl.TH OF PENNSYLVANIA DEPARTMENT-OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value shlluld be that of the decedent's interest only. The real property located In the C,)mmonwealth of Pennsylvania should be (1)(2)13\ described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedenl-took title;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. NONE NONE NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return . ./';' RCC-3.5 COMMONWEALTH OF PENNSYLVANIA TRANSFER 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 w:!.th accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said '_~apacity,partnership interests,interest in any undistributed estate of or income from any property held i.n trust under the will or agreement of another,even though located outside of the State,at the t]Jne of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) L Acct.#64:-18108 -Charleroi Office f·'IELLON NATIONAL BANK and TRUST COlVIPANY---------------_.-Mollie Itzkovlt:z Trust.for ~-1orton It2iovitz $500.00 jo'(;l 'J.'gY -S00,'J.7 -7".J,()(; /7 Q.-DO 'O,&.o 17'1b99;I CSOO'Oo $2027 •.84 } $505.27 $500.00 $43~OO $172,,00 S 50~OO $500.00 $500.00 $500~OO $500.00 $1577.08 $1475.63 $1003.87 $2003.54 $2007,81 $l003~87 $17969.91 x X 11II11 Shj9Ld refund check RT PITT SAVINGS AND LOAN -Acct e #50-12 Mollie Itzkovitz for Morton Itzkovitz Rena Alpern Acct~#73-63 E<OID FEDERAL SAVINGS F..ND LOAN ASSQCIA1rON--_._.--_.- f Pittsburgh -Mollie Itzkovitz in Trust or the following: Acct.#12976 -Morton Itzkovitz Acct.14387 -Rena Alpern Acct.#A12975 -Sarah Black Alpern Acct.#A14393 -Evelyn H.Bernson Acct.#A14392 -Mildred Weiss Acct~#A14388 -Lewis Alpern 4"CHf\.RLEROI FEDERAL SAVINGS AND LOiN ASSOCIA--_.--_.........,.,....-......"N,Acct,.#48-·62 rVlollie Itzkovitz Trust for ~ena Alpern 5"CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIA~=~='..;;.-------~------,__._,._--_"'.."'_~.~.~-_ION,Acct.#48-69 ~1101lie Itzkovitz Trust or Henry B.Be~nson 3.CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIA IION,Acct.#42:-64 Mollie Itzkovitz Trust for Lewis Alpern 2.CHARLEROI FEDERAL SAVINGSA1~D LOAN ASSOCIA----------_.-------,------TION,Acct.#48-68 1\1011ie Itzkovitz Trust for Sarah L.Bernson 7.HARLEROI FEDERAL SAVINGS N~LOAN ASSOCIA----.---ION,Acct.#48-65 1\1ol1ie Itzkovitz Trust or Sarah Alpern 6.CHARLEROI FEDERAL SAVING S AND LOAN ASSOCI - IO~,Acct~~48-66 Mollie Ttzkovitz Trust or Lewis Weiss 9. ...:5.[ll2.IilOnd En020P Iil£?nt r;noInserttOl.S '-'total oppO'si-te"lfpersonar-pP'operty",Schedule "B"in the "As Reported"column on the last page of this return. 12.)iamond Dinner ring 8. 10. 11. RCC-% CO~ONWEALTH OF PENNSYLVANIA TRANS}~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TR.ANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)DO (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent'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)nC)_ (a)Was there a,ny possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)no (b)What was the transferee's age at.time of decedent's death?~ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)..:n=-o:::-__~ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,i:,:nend,or revoke,or which conld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)11_0 _ 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 (Estimated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ReC-38 .~.. COMMONWEALTH OF"PENNSYLVANIA rHANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY .. INSTRrCTIONS: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. Description of Property,Date of Acquisiti'on,Name I unit Address and Relationship of Co-Owners,and Place I ValueRill'whe,.Real E"ate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire D~cedent's Property Interest ...$goo. ~,/(1),(Jo PITTSBURGH NATIONAL BANK -Charleroi Office -Mollie Itzko.vitz or Norton Itzkovitz Acct ~#01-0025216,-!JtJ(JIPl 6 f E:WE t>q ...~0 -&'7 PITTSBURGH NATIONAL BM~K -Charleroi Office -Mollie Itzkovitz or Rena Alpern Ii Jy TOTAL I $1300" I I I I I Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"colUIJU1 on the last page of this return. RCC:'37 (12-63), CQMMON\\;EAL'fH OF PENNSYYLANIA TRANSF'ER INHERITANCE.TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES g BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH MORTON ITZKOVITZ Son piUSyesR_q_1Ql ~A.l()A.Q?residual S~..RA1 ALPERN Granddaughter UP~9-10;'19~2 $1503.87+$100 Rina, SARAH L.BERNSON Granddaughter yes 9-24-53 $500.00 +$50.00 Rin Lewis Alpern Grandson yes 2-21-48 51503 ..87 Rene Alpern Daughter yes 8-21-1916 54980.90 Henry &Bernson Grandson yes 10-5-1947 S500QOO , Lewis Weiss Grandson yes 11-9-1951 $500.00 Evelyn Bernson Daughter yes 7-13-1919 $2003.54 Mildred Weiss Daughter yes 2-23-1913 $2007.81 ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NO EXCEPTIONS OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT MOI,.,k:rE r.XZKQV:I!J'Z '. CJ ...,'"d ~......~~0 I\j ...~'"::l '"'"'"0.....::l "'C...,~~......I\j '"0x,"'C "t:lI\j ~C'"...... CD 0 ~"t:l trl ~... '"r+....'<I\jr+~ I (Executor-Administrator must complete "As Reported"column #1.) Year P.>/THE t No. Deceased J Will Administration Late ofCI:I1\.RL.?ROI ,PENNA"........................-. County of WASHINGTa.'l"~..... . . . . . ...... . Commonwealth of Pennsylvania REPORT AND APPRAISAL i enc:~~;>~ en Cf)>-<: (")(")?'"?'" t:ri ;; ~:: 000000~~~~ : :"'3:;.-...."-.::z::'7,",:'"7 ;>r:--''~.c..'":~:0:0'0 ~:\'\'::z::'0 ::z:~---.:'-!J :tT):.:l:rJ "'0 >-'CJ,::\0:o~:~:.1-',[. C>-- ........: ~~ lJ...,: ,~~~ ~ "0 ........... 000000-*000000000 JOHN E.COSTELLO 418 Washington Ave. Charleroi,Pa~ ""':,,~ .~: ~::xl '?"J:". ~: ~~, ~o '--~'-::>: :~:~. '~. ~: ;>;r. t:l8-~...~2.::l (")c... .; Form RC C·lO "DEDUCTIONS ALLOWED IN J OFFICE Or:TME "STATEMENT OF DEBTS THE SUM OF ............$s:!l/Q,[% REGISTER OF WILLS ~~~l)WASHINGTON AND DEDUCTIONS OF COUNTY (J);:;;Zj~'1 ;ii19 7At~~JJdv @ GYO Register of Wills,Agent ~ 1/I J ESTATE OF MOLLIE ITZKOVITZ L.ATE OF Charleroi,Pennsylvania DATE OF FILING APPRA1SEMEN1"January 4,1971DATE OF DEATH November 22,1970 DATE NO.01"NAM"OF PAYEE REMARKS AMOUNTVOUCH"" 1.M.Melinchak funeral services 1131 00 2.Daily Re'publican advertising 12 50 3,Washinqtlon Countv Renorts advertisinq 14 00 4.Register of Wills probate and certificates 14 nn 5.Reaister of Wills filina ,.L ~nn ~lder Nursini home care6.crest,Inc.last i lness 1013 42 7.Murray's Pharmacy drug bill 103 001~c::-+-; 1 1 ne>c:: c:: 8.Dr.Victor Bair Ifi~~cf!lR~s~215 00 lBeth Intermit,grave and 335 00::9:.Shalem cemetery open~ng Rabbi funeral services and 75 0010.Ilso reliaious riahts 1.1.Melinchak's Monument Service Grave marker 72 50 food at funeral for guests 67 14412IphilinAlnernandfamily 13.McCroy Ambulance Trip to Pittsburgh 35 00 Charleroi Trip to Charleroi-Monessen14.Borough Ambulance Hospital (2 trips)20 00 3110 86 COMMONWEALTH OF PENNSYL.VANIA }se:COUNTY OF WASHINGTON , I,MORTON M.ITZKOVITZ HEREBY cERTIFY.THAT.TO THE Bt~T OF MY KNOWLEDGE AND BEl.IEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENS~OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF MOLLIE ITZKOVITZ DECEASED.AS DEDUCTIONSl FOR INMERITANCE TAX PURPOSES..~?11'~4th (L.S.) SWORN AND SUBSCRIBED I!lEFORE ME THIS DAY 01"Janu~o 111.2!-gd.-.~ Notary Public.Chamtor,Wa'SI'ring1on C~"b .>!1·.?My CommisSion Expires Decem pr .'... ,- •!lo _ _.._ • .ottd"0O·iJ C-J.t,\NIH SVI,' SlllhL:-J)1:JJ.LSIf)3t1 o/Ii juIf ¥!rn ssm-1 1 • ,.'~~,-J._ ..- l J __ "" '"'.- w, RCC-81 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Morton M.Itzkovitz (Executor ~) IN YOUR REPLY PLEA.E REFER '('0 38-122-9 J In Re:Est ate of__~Mio::.<o:=l=l=i~e...,;.:=.It~zk~o>!..v.!..:l=.;·t~z~~_ _____\--::"1a~s;.;.h;,;;;i;;:.;n~gt..:;.,o,;:.:n:.:._County -File No.63-70-1179 Dear Mr.Itzkovitz, You are hereby notified that the original appraisement in the estate of Mol lie Tt.zoyi1-,z has been filed in the office of the Register of Wills qf Washingt.on County on ----1Ianllaqr l8 ,19..1l.Said'appraisement reflects the following valuations: Real Estate _--'-_ Personal PropertY __-=1~7~,~9~6~9L.9~1~_ Jt.Hd.lOOa;n'mE§---l;6J.;5l.l..0I.,..UlOO..L.-__ Total .-I.l;u8~,6u.lI..9;z.,·...9u.l _ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e _---:J:;..:a::::.n:.:ua==-r...;r.....;1::.8;;:.;,z...-=1~9~7=1~_Signed Title ~/tJ4 >/L \ITeR.CHAIEt,CHIEF RPPRAISER DATE OF DEATH:Novem.ber 22,1970 Note:This is not '0 bill. r ,-\y '....-.i RCC-39 (5-68) COMMONWEALTH 01=PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Itkovitz (Last Name) Mollie (First Name) DATE OF DEATH 11-22-70 (Initial) FILE NO.63-70-J J79 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \'lashington 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". I-1B-71Dated:__--='-"=-....L..::=..-_ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for t'1ashington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,exce to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which reater r lesser amount represents the sum:::~d~d_as.....;l::;:.a_.....;:::;:.e~:__u7.:..c~::;:.io_n_._____//"'•.r"......~~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$--------1--- 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 Va-Iuation of life estates or annuities ................•.0 $t= ---,------1 ESTATE TAX ASSESSMENTS $--J_ FOR USE OF REGISTER ONLY Tax on $--1 ~ Tax on $1 t:;t:;()O ()t:;.~ Tax on $5% Tax on $_10% Tax on $_15% Exemptions * Total Estate -l-_ TOTAL TAX COMPUTATION OF TAX $-------4-- $....;0z;1.-:<t.J..4.I()...,;.;t:"iLj.J,,_ $-------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 $-----~ AMOUNT OF ESTATE TAX ASSESSED $--~---lL- Estate tax paid $__~__---IL-. BALANCE DUE $ ----Il- Add interest at rate of 6%from ------Ito-----$-------It=TOTAL TAX BALANCE $--------1- PAID $--J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .MO:LL:r:I:i;..;ITMV;IT.2... Late of .CHARLEROI.. County of ..t'1lI.S.HINGT.oN Commonwealth of Pennsylvania ...,...... . Deceased REPORT AND APPRt\ISAL ! "'-.- Fonn RCC-2 . • \I I COMMONWEALTH OF PENNSYLVANIA DATE .............~9.:.r.l.1d9::r.y ....;1$..,......J.:.9.7.J.:............ .DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ............Y.r.9.:.::;.h.~!:l:g~9..!:l:.................................I ..\'.COUNTYBUREAUOFCOUNTYCOLLECTIONS....APPRAISEMENT 6 ...~. HARRISBURG.PENNA.17127 FILE NO•............J..::.7.Q.::l;17.9........................................ Whereas,............................................MQlli~.....~t..<?ikQy.;tt..~.................................................late of Charleroi............................................................................................................... in the County of .....................................Wa.s.hingt.on................................................................Commonwealth of Pennsylvania,having died on the ............................??(J.........................................................day of ..................~9Y.~~~.~~................................19.....7.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,\IJ.R.CHA.NEY 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 liife or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ PERSONAL: See copy of schedUle liB"attached to appraisement 17 969 91 JT.HELD: Se4 coPY of schedule rtE"attached to appraisement 650 00 'T'()t.~1 lS 619 91 -. 0 .. '- .'-,-. ! I ! fonn:V:fhb ::::~:'W<>rll~c<:o~i~~:~~o~e~~~~7"~;iS~~ Appra18er .................................................................................................,................................................................ ...................UJ (l!I!lmber and Street) ............................................................,.............,Penna.om.,.,) 11ASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HQ1L.IE.....l.'L'ZKQVJ'L'.Z. Deceased. Late of GHARLIiJi,OI ,, . Date of Death,11-22-70 ·..·.. Appraisemel!t Docket Vol.,3.8 .. Page,l.:??~?No ,63.~7.Q::7.1.l7.~.. Filed in Register's Office,......~~.~....:l:.?......19..7..1.:.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. 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"", ,, '4', " .) 1",.'.~ i~p( 'i .~•.,'r ""'I, Ir '~~....--,-~L------"'Z25Tr9 4)456.84 953 1'2.00 4,891:},90 1 1,6 3 1 ,46 5 1 1,6 3 1 ,46 T "l.;-.'... 12. " '..;~'. " " "1. .', " ," .'.-/; •f :f " .~'..."-/!" 01": '" ~, ~.. '. .. " '..~!• ." " " " "' ",. .', " -,.; ;.'"' ,, " f .• ,, t.',t, .. " :~. .. ,;.1."~.•;t. ~.'~,.-~..~;~..~'~~~~".... t7 -".....":•.:t-,1 "r':i;;"! '''-''t,.' < • " ." ., r , ,.;,~ ,1._••If....... .,' \,';, ,. " ,,.',,'" ~....-...... , ",:~-j'~,.","'", " '""., .~; " ,-"~ .: -to' o,.- 0" ....,. i/o'"". ...." :i '., .,.,' " ,. ....llr""',4,!",",...~'.~":f{{ ,r.;~.. ""l,.;' i I1~. I, 1f I l .~d-"C ';'1';,~J "N'HS 'rfNi S11i/:;Jf'"'i :Sfv:l1J L5 6 (IV ,-~ .':; " I I. J L ,~;\ .J ., " t.~ " '\IL. •t .;•.~-~-"' " .,"-,"",,,;~i •l :.4. ~" ;':."'1.", .-"-~.-~ .~.' ,.-',. f ~~," -." '..:.,., ,~~. ,"-1', " " .,..", ~ " .,- t'1, :i.-~,,',., '.~.i .~ "',1...(l ~ ., ;. 'I " ,i exp4lJDSe 1. • to be tl!e becutor the W.shins~o~CQ~~. ,'" " ,.~, • .. :t-i....,•.'\ • t.:.::~,'~':.. (-~..., ;j" " ., ," 7.I glV0~and bequeath any and all bank accounts, which I hold in my own name or where I share as joint tenant wi th him to my son,7\1orton r·J.Itzkovitz. 8,I g::ve and bequeath any and all household goods or d i'2 seized \..H,to my son,Horton M. Itzkovitz. 9.During the lifetime of my husband,the late Ben Itzkovi tz,c.<~rtai~l trusts ':lere set LI!"For the (>enefit of my children including my d;.:lughters and my son and -;or my grandchilcre , and having thus taken car.e of them,I make n·:)additional provision for them :.l1 this,my Last ':.Jill and Testament. IN '.:ITi-..:E::;';"I-P2'\ZOF,T have her eunto S 0t (1'):-"hand and seal (SEAL) F\Lt.D, HUSS(LL t!,,:~r~nlO I1EGISTEB,Of WILLSlfiASI1\\'~Gl0N CO ..PA. ..i .~./<. ~