The URL can be used to link to this page

Home My WebLink AboutOC1971-0042 - ESTATE OF WELSHI Q!nmmnttUttttlt4 nf 'tttttnylttttttitt.!nn:IIttn4ittgtntt Q!nuttty. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J "l onthe 13th.day of January A.D.1971 ,before me, Russe 11 Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of late of Elizabeth Rowene Welsh Borough of North Charleroi in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Melvin B.Bassi ..the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Melvin B.Bassi committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to r,ender a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritanoe taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this day of January 13th. in the year of our Lord one thousand nine hundred and Seventy One ................~..."2!z~. Register <"""') t...n \':7. "'"~--....:.. 0 c-- t...l-~" ,c...,.,,,,1 I~.~ ~-~ ~~ tJ-.&r--... .1:1l .1:11~10:~lI'Jl ,-q~,-ii co:'+-+co:is=j:::~~~.:a IL col o:qS::l~0 co:.1:1~......1&1 !!:l +=I:tn ~0:co:~«o::j .0:a ~~:U).1:1 N:1&1 ...-lltn+=I CD ,--{:~~1~.0~~~jN...-l~r-I ~j~ <Cj N t r', fIi ! --- -'--.. OF ELIZABETH ROWENE WELSH I.ELIZABETH ROWENE WELSH.of North Charleroi,State of Pennsylvania, declare this to be my Last Will and Testament,/hereby revoking all Wills and Codicils heretofore made by me. ARTICLE 1.I direct my Executor to provide for my burial and as soon as convenient,to provide for the payment of all my lawful debts and burial ex- penses,the amount of the latter to be determined by My Executor in his sole discretion and to include a suitable headstone or marker at my grave,without being subject to any limitation or restriction imposed by any law or rule of Court. ARTICLE II.I give and bequeath unto by beloved granddaughter, KATHLEEN ANN EGAN,presently residing at 12313 Palermo Drive,Silver Spring, Maryland,my one caret solitaire diamond ring with platinum setting. ARTICLE III.I give and bequeath unto my beloved granddaughter, MAUREEN CECELIA EGAN,presently residing at 12313 Palermo Drive,Silver Spring,Maryland,my one half caret solitaire diamond ring. ARTICLE IV.All the rest,residue and remainder of my estate and property,real,personal and mixed,I give,devise and bequeath,absolutely and in fee simple,unto my beloved daughter,PATRICIA ROWENE EGAN,presently residing at 12313 Palermo Drive.Silver Spring,Maryland. ARTICLE V.I nominate,constitute and appoint.MELVIN BASSI,of Charleroi,Pennsylvania,to be my executor under this my Last Will,and directed that he shall not be required to furnish any bond or other security for the faithful performance of his duties.Should he refuse or be unable to so serve,I nominate, constitute and appoint PATRICIA ROWENE EGAN,so to serve without the nec- essity of giving bond. 1 of 2 .J , I 1 J 'I I r-._~---------------~ I hereby grant to and confer upon my Executor full power to do and perform all things necessary or advisable,in his discretion,to facilitate the administration of my estate or for any reason which to him may seem to be in the best interest I of my estate and the beneficiaries thereof,including,but not limited to,full power to compromise and settle in s~ch manner as in her absolute discretion may seem proper all claims belonging to or against my estate,and to sell any property. real or personal,owned by me at the time of my death,either at private or public sale or sales,at such price or prices,and upon such terms and.conditions as my Executor in his sole discretion,may deem advisable or proper.All such powers shall be exercisable by my Executor without prior application to or subsequen't ratification by or approval of the Orphans'Court or any other Court. IN WITNESS WHEREOF.I have hereunto subscribed my name and affixed my seal this tj day of 'VJ1,{'<..~.1970. €f!MJY.-U0 rj(li{-~~31(;;iJWEAL) ELiiZABETH ROWENE WELSH Signed,sealed,published and declared by the above named Testatrix as and for her Last Will and Testament,in the presence of us,who,at her request, in her presence and in the presence of each other,have hereunto subscribed our names as attesting witnesses. 2 of 2 {' ':, I, Ij ! 1~1j 4-3~7/-ij-V i\ffi~auit (@f 1fxrrutnr {@r i\~mint!itrutnr J t;tatt rtf Jtttttayluattia.t ss: C!tUUttty uf Baal1ittgtutt \ Personally before me,the undersigned authority,a ~~.;.~EY.~~.~.!!.£.in and for said County and State,appeared M~ly..t.n ~.t ~.~.~.§..j,..who,being duly sworn according to law,deposes and says that he is the executor or administrator ofthe estate of ~·ll~.;?;.~gg.~.g ~QW$t~i..·~~l~.h..2 ~.l.Js.l~deceased,that the foregoing schedules constitute a E ~za .et ~.we s .Elizabeth R WelshcompleteInventoryandappraIsementoftherealandpersonalestateof...t , 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 ~ day o~=~:~~;~.~.:.~~~:~..~::;'m,this .._..~~1;.h.~~~~_ ___, Executor-~ ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuurutnrg nub ~pprnt!lrmrut of the goods and chattels,rights and credits which $lizabeth Rowene Welsh,B h f N h h 1 .were of .a/k.j.a E.l.;L,z,abetb R We.J.&!.:l late of 9..!:9..yg 9.Q.;:~g ~.;:~.;:9..~.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS REALTY II ALL that certain piece or parcel of ground situate in the $7,000 00 Borough of North Charleroi,Washington County,Pennsylvania, known as the rear or Eastern portion of Lot No.2,in the Theo J.Allen Addition to said Borough,bounded and described as follows: BEGINNING at a point common to a Ten (10)feet wide alley and the boundary line of lands now or formerly of Mrs.Lou Kline,and the land herein conveyed;thence along said alley in a Southerly direction a distance of 40 feet to line of Lot No.4,in said Plan;thence along line of said Lot No. 4,in a Westerly direction a distance of 41 feet;thence at right angles along lands now or formerly of Ina W.Kline,in a Northerly direction a distance of 40 feet to lands of said Mrs.Lou Kline;thence in an Easterly direction a distance of 40 feet to the place of beginning. TOTAL REALTY $7,000 00 PERSONALTY 1..Furniture 2.One-caret solitaire di~mond ring with platinum setting 3.1/2 caret solitaire diamond ring $100 00 100 00 100 00 TOTAL PERSONALTY $300 00 TOTAL INVENTORY AND APPRAISEMENT $7 300 00 /7rs- t3~7/-~~ Inventory and Appraisement IN THE ESTATE OF ELIZABETH ROWENE WELSH, .....a/.kla ELIZABETH R•..Jcl.ELSH.. ._.'.Julv 28 .~~..71Fzledr!,19 . .,.....,.- ~::.u ):>III ~(/1 G)"'"'__=C;;[:~ 2":-1 r;';~~;;~: ~~-.. 0_..::,;;. C>-i.~::.;.)_ ~;:.:Z I:J r-r~P(/)~ ... --...I c_ [77:: ;_......) ...:0 ::::-., '-'"F"-' ~'<110-~i'.. ,--" vj"~ "-=..,,,.., \"",-,'- L .~ \ I~''''' 1 . ,;>f/,Yl?' ,~. ..;;) =~~~9~~~tz-. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose sand say s that the above account as stated is true and correct as b.~verily believe. 7119 . Sworn and subscribed be'fore me this ~.§t~. JulydOY~•...... WANDA CARRINGTON,NOTAR PUStlC CHARLEROI BOROUCH.VJASHlIHiTON COUNTY MY COMMISSION EXPIRES AUGUST 19.1912 ~U,La~"··························· Washington County,55:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court as evidence by proofs thereof filed to No..L,.3.~.1l-c.3.86.--.. Witness my hand and official seal thiS 3.~. day of "-NVVU\ftAJ!!~_...........................•..19.1.1 .:-"\~~. Register of Wills ~I -.5 o .,j .9..., cdS...;;::: I:lo<:.>...o... Q) ,<:l..., ..., .~ o..., fIt "JO J I~.'h··'t.'~.\fo.:",.t~....l".......~...., '~. 17 I i'l ."'"I ~,_ oz ... ., ." T ,c • .' ~.'.""'..''.."'"">\fi~~;i~t:'.,.-----1 ~,~,:.: (" ., ,....-;---- , /Counsel tor Accountant The Court is respectfu II y requested to determine proper distributio~X,~2i'Y:>' .~ THE FIRST AND FINAL ACCOUNT OF MELVIN B.BASSI,EXECUTOR OF THE LAST WILL AND TESTAMENT OF ELIZABETH ROWENE WELSH.A/K/A ELIZ- ABETH R.WELSH,DECEASED,LATE OF THE BOROUGH OF NORTH CHAR- LEROI,WASHINGTON COUNTY,PENNSYLVANIA Principal Personalty Income Personalty Principal Realty Income Realty Total Assets of Estate Less Credits Claimed Net Amount for Distribution $6,616.46 163.35 None None $6,779.81 4,080.53 $2,699.28 PRINCIPAL PERSONALTY The Accountant charges himself with Principal Personalty in said Estate as follows: Per Inventory and Appraisement Per net proceeds of sale of real estate transferred from Principal Realty INCOME PERSONALTY $ $ 300.00 6,316.46 6,616.46 The Accountant charges himself with Income Personalty as follows: Refunds from Washington Hospital Refund from Columbia Gas of Pa.$160.00 3.35 $163.35 The Accountant credits himself out of the assets of said estate as follows: Witness trip on will 1971 Jan.6 7 11 15 West Penn Power Co. Authority of Charleroi Convalescent Rental Service Russell Marino,Register Guy Rogers,Deputy Register Electric bill Water bill Rental equipment Probate of will $6.26 20.50 6.24 14.00 15.00 Feb. 20 28 5 16 Daily Republican Washington County Reports Columbia Gas of Pa. Chambers Funeral Home Beinhauer Funeral Home U-Haul West Penn Power Co. Philadelphia Florists Legal advertisement Legal advertisement Gas bill Funeral services Funeral services Moving furniture to Maryland Electric bill Flowers 12.50 14.00 3.41 1,468.58 660.50 100.00 11.86 74.20 ,. Feb.16 Columbia Gas of Pa .. Mar.1 West Penn Power Co. April 18 Columbia Gas of Pa .. May 20 Columbia Gas of Pa. June 9 Marshall's Plumbing Mon-Valley Esso Service Columbia Gas of Pa. Authority of Charleroi Washington Hospital Center Pittsburgh National Bank 14 Montgomery Ward 14 Mellon National Bank Gas bill 3.91 Electric bill 7.79 Gas bill 3.23 Gas bill 3.35 Plumbing repairs 85.48 Repairs and oil for 123.05 furnace Final gas bill 2.86 Water bill 33.54 Hospital bill 91.00 Bankamericard loan 230.71 Balance due 324.66 Rent on safety deposit 5.00 box July 2 West Penn Power Co. 26 Woodward and Bassi Wanda Carrington Final electric bill Attorneys'fee Notarizations . I 2.15 373.17 10.00 Patricia Rowene Egan Melvin B.Bassi Russell Marino,Register Woodward and Bassi Transportation,150.00 lodging,and meals to attend funeral (12/27/70 -12/31/70) Executor's commission 186.58 Filing inventory,first 25.00 and final account etc. Postage and handling 12.00 $4 080.53 PRINCIPAL REALTY The Accountant charges himself'with Principal Realty received out of said Estate as follows: .,., Per Inventory and Appraisement Less expenses of sale: 1971 pro-rated taxes Real estate transfer tax Real estate commission Appraisal fee Advertising sale of house Net proceeds transferred to Principal Personalty INCOME REALTY $68.22 70.00 500.00 35.00 10.32 $7,000.00 683.54 $6,316.46 The Accountant charges himself with Income Realty as follows: None YMrE IOAIIL V ~,[ERAILD MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25), County of Washington l ss: State of Pennsylvania Personally ap'Sareibefore me,a Notary Public in and for said county and state.~I.'~..A..~....P~...§..!1 ..~s..vho,being duly sworn,deposes and says:thaL__.S.he.is tileo9.~.K~.~p.~.r.__..__.of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: Letters testamentary on the estalofELIZABETHROWENEWELSi.a/k/a ELIZABETH R.WELSH lateIofBoroughofNorthCharleroi,'Washington Count~',deceased,hav-,ing been-granted by the Register ofWashingtonCounty,notice Is herebygiventoallpersonsIndebtedtosaidestatetomakeimmediatepayment,and to those having claims against, the same to present them withoutdelaytoMelvinB.Bassi,Executor701McKeanAvenue,Charleroi,PennsylvaniaWoodwardandBassi,Attorneys 701 McKean Avenue'Charleroi.Pennsylvania January 21,28;February 4.1971 .Januar.y.2l.,2B and__.Feb.ruary..Jr.,__..19'7-l ._.--.----------.--..__.--.------ EXEGJJ.TQR NQ.'IIQE.t __E.s.t.at~LQ f..J~l;i~.ap__~.t:t-L __RQ.w.~n.~W~.l~.!l a/k/a Elizabe t hR.Wels h C ROD OOUGHERl'Y,Notary ~t:\:\ic •.WASHINGTON CD"rf- MONONGJ\HEUI".~1..:72 l My Commission expires July ,n, tarv Public __.__.1971.. that the affiant or the corporation in behalf of which ....~.h(;!____is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,Place:t.chara~Cation..are true.~~----------~~------.-------------.----.~----------.--------. ibed efore me this 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 WASHINGTONl SS. STATE OF PENNSYLVANIA ( Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTSwas 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 advertisement 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: January 21, 28,1971 February 4,1971 Estate Notices The Register of WiHs 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 having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •• ••• • ••• • ••• ••• • WELSH,ELI Z ABE T,H ROWENEa/k/a ELIZABETH R.WELSHDec'd.• Late of Borough of North CharleroiWashingtonCounty,Penna.•Executor:Melvin B.Bassi,701 Mc-Kean Avenue,Charleroi,PennaAttorneys:Woodward &Bassi 701McKeanAve.,Charleroi,Penna.' that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the:':g=~of tlm ""idavit ti to :k~--~t=-~:&~~:Zi~~ ____-.:..1Editor ---..;.:'-Sworn to and subscribed before .. -"""<:::;: .....~.t.b day of .E~.b..r.y.g.r.Y.,19...1J..:.~--oZ~ ..u ...,t.."'.~..... j 3Ju tl1:e (@rpl1uus~aLnurt nf lIusl1iugtnu QInuuty 19~ :m~......:":c!·~B"""A=-S",-SI.....\_ 16th d f September____ay 0.--=:....--0 N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state-ment in that regard. In the matter of the Audit of Account in ELIZABETH ROWENE'WELSH No.42 of 71Estateof•',,19__,A.A. a/k/a ELIZABETH R.WELSH TO THE AUDITING JUDGE: Enter our appearance for Melvin B.Bassi,Executor .,f'PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of....~~J~I~~~1'.~...~Q~~..~~~g,...~!~!~... ELIZABETH R.WELSH...._ _- --"".."--".._-- --"~. Deceased 42 of 1971No . ..Melvin B.Bassi,ExecutorFiduciary. Date of Date of Decedent's death D~.c~mb~.r Z9.,J9..7.Q Grant of Letters J.~~~~.~y...J~.'--.J9.1J . This is the ~.~:':.~.~~~.~~~~.~.~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term NQn~. Election to take Under~l{~will.(cross out one) Date Election Place of; Filed Record . NoneNameofsurvivingspouse . List issue,where material: P~trtcia RQ~ene Egan,daughter 1':: Did decedent marry after execution of will?(indicate)XJ.tK No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them . Leg.atees t'~ Kathleen Ann Egan l f'rJAJ Maureen Cecelia Egan I Patricia Rowene Egan Relationship Granddaughter Granddaughter Daughter Interest Specific Specific Residue Fiduciary,if deceased or not sui juris Patricia Rowene Egan Patricia Rowene Egan Sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.xKb:§x If any exception give cause:NQD.~. File copy of Noti~~September 2,1971anddateofmailing . Is estate subject to the filing of a Federal Estate Tax Return?.N2 . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N29..~_ _ . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant..N.QD.~. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Kathleen Ann Egan is 11 years of age,having been born on November 14,1960 Maureen Cecelia Egan is 4 years of age,having been born on November 6,1967 Balance for distribution per account, Itemize any additional deb!ts not shown by account: Alfieri Realty Co.(Rebate on fire insurance) Total additional debits (Add) Itemize any additional credits not shown by account: Russell Marino,Register (Balance dueonLettersTestamentary) Carlini Brothers Co.(Inscription on marker) Total additional credits (Subtract) Balance for distribution $.~.?~.??.:.~~. 48.00 $~.?..__9.Q . 1.00 68.75 $-_.._~.?.?.?.. $?.1.~.?..?.!.~}. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); " 1/2 caret solitaire diamond ring 1 caret solitai,re diamond ring with platinum setting Furniture Cash $100.00 100.00 100.00 2,377.53 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ELIZABETH ROWENE WELSH,A/K/A ELIZABETH R.WELSH NO.42 of 1971 ELECTION TO TAKE IN KIND KNOW ALL MEN BY THESE PRESENTS,that I,Patricia Rowene Egan,hereby elect to take the following asset of the Estate of Elizabeth Rowene Welsh,a/k/a Elizabeth R.Welsh, deceased,in kind: Household furniture IN WITNESS WHEREOF,I have hereunto set my hand and seal this 29th day of July,1971. ; IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ELIZABETH ROWENE WELSH,A/K/A ELIZABETH R.WELSH NO.42 of 1971 ELECTION TO TAKE IN KIND KNOW ALL MEN BY THESE PRESENTS,that I,Kathleen Ann Egan,hereby elect to take the following asset of the Estate of Elizabeth Rowene Welsh,a/k/a Elizabeth R.Welsh,deceased, in kind: One caret solitaire diamond ring with platinum setting IN WITNESS WHEREOF,I have hereunto set my hand and seal this 29th day of July,1971. 'f0Ln.l(J()/Il /}/YL/Y)en,()'/y)(SEAl) Kathleen Ann Egan / IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ELIZABETH ROWENE WELSH,A/K/A ELIZABETH R.WELSH NO.42 of 1971 ELECTION TO ~KE IN KIND KNOW ALL MEN BY THESE PRESENTS,that I,Maureen Cecelia Egan,hereby elect to take the following asset of the Estate of Elizabeth Rowene Welsh,a/k/a Elizabeth R.Welsh, deceased,in kind: One-half caret solitaire diamond ring IN WITNESS WHEREOF,I have hereunto set my hand and seal this 29th day of July,1971• .v~X2.~P~1J 0'l?...a ~,A ti'//_A /~p./'0 ~.:..,,~.f~EAL Maureen Cecelia Egaif "..I I If Family Exemption claimed by Petition,give place of Record:~~~~_ _'_.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N9.g~. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Kathleen Ann Egan ,Maureen Cecelia Egan Patricia Rowene Egan COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly sWQrn doth depose and say that the facts set forth in the foregoing petition are true to the best of his knowledge and belief. Specific bequest Specific bequest Residue And your petitioner will ever pray,etc. .........................................................................................................................................................~. MiLi ~w.9.~~_to and subscribed before ~~_ .·26th July 71'-me thls day of 19......."-ri~A 1/':;/)=--:--:---'''X .)'--Me ilIn'--~i-------------- Signature of O~.~?:':..~ Title of Officer N.Q.1;~.J::Y r.~,1J~li.~..yV\i~n~. . ..~~~n~tM\~\~~1nn;.~~;\~~\"~Cum~nOfficeexplres···························'I!GI·~Mll3c:;\\-,jit~,ls"Wi"C"~RU.r.'I U~\~~1\~c.USl ,.~"'~t,\\\l~i~~\\\1'1 :==- ".No.42 of 1971 Estate of ELIZABETH ROWENE--_--_- --------__ _---_-_.-_--!,,'_I \ ~...'....... WELSH,a/k/a ELIZABETH R.WELSH Deceased ?7\sr~l ';0 ,f,}1 nn!i '(53 ,,-" '. Fiduc iary..M~.l.y.tn..;I}.,...l~f.!..$..~J~..~~~~~to r PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. .5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. ,7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Woodward and Bassi Attorney ~2 RUS,S CL"L ;':}~j\,INO REGI~)H~H.GF WILLS '~jASHINGTON CO.,PA. ~4; .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS i COURT DIVISION IN RE:ESTATE OF ELIZABETH R. WELSH,a/k/a ELIZABETH ROWENE WELSH,deceased NO.42 of 1971 NOT ICE You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills'Office in and for the County of Washington,Pennsylvania, on July 28,1971. You are further notified that final audit of said account will be made on Thursday ,September --!2..,19 71,at 10:00 o'clock ~.M.in the Orphans Courtroom on the third floor of the Washington County Courthouse,Washington,Pennsylvania,at which time you are entitled to appear and be heard if you so desire. WOODWARD AND BASSI September 2,1971 by /s/Melvin B.Bassi Attorneys for Estate J In t4t arnurt nf <!Inmntnn 'ltus nf lIus11ingtnn arnunty. 'tnnsylnuniu.(@rp4uns'arnun Bittisinn ESTATE OF Elizabeth Rowene Welsh a/k/a Elizabeth R.Welsh deceased No.63-71-42 In the matteraf the Firs t and Fina1 Account of Melvin B.Bassi Executor 48.00 SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit ADJUDICATION AND DECREE And now September /7,19--1l.,this matter came on for hearing, audit and distribution at this session and testimon'y taken;and thereupon,upon due consideration thereof thft.bala.J!ce for distribution in the hands of the Accountant is determined to be $2,077.22 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Additional credit asked at audit Balance·_ Deduct Clerk's Costs &Receipts"--_ Attorney W_o_o_d_w_a_r_d_&_Ba_s_s_i _ Russell Marino,Agent,transfer inheritance tax, Patricia Rowene Egan,mother and natural guardia of Kathleen Egan,granddaughter,a minor,specif c bequest,in kind of a one caret Solitaire dia- mond ring,held in kind and distributed as such I at the appra.ised value,100.00 $1,597.01 Patricia Rowene Egan,motner and natur~l guar- dian of Maureen Cecelia Egan,granddaughter,a minor,specific bequest in kind of a one-half caret solitaire diamond ring,held in kind and distributed as such at the appraised value,100.00 $1,497.01 Patricia Rowene Egan,daughter,residue,in- cluding cash and household goods and furniture, held in kind and distributed as such at a the appraised value,1497.01 No bal~nce .) r r J;1 0 ~....:J Z ~g'·n .-+9 ~ 0 :r ty i c CD 3/?> y.+.a 3=S-o 0 ty ....oofooofo_.CD ~... a 0...._.oofo t =:r ::: CD ,.~~ s~~~'r ~ ..-;-'1 .....,J •I ...:::~:-:;'J:>f11 :::c (/')a":>c:t/l .-- ::I:-(,;')r"""1 -(J1 en -~ Z -;n'l "' J ~n ..,.)..r f":)\-of ;1;\--;, "::)C' •r'"' -<-'r;::,.~...'. C):-.::-0 ~ r -P \J r ~'- p.(J).0 'cJ'!.l".l-l r J r r ) ---..- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN~I'-. ORPHANS'COURT DIVISION J ELIZABETH ROWENE WELSH,a/k/a ELIZABETH R.WELSH, INRE: No:42 of 1971 ( ) ( ) (' .) ( ) ( HEARING ON AUDIT· The Honorable P.VINCENT MARINO,Judge of the said Court. Estate of BEFORE: ~.j Deceased. >~>mzzw~ io~~zxm<~ '.,. /iii}.\!;l i~~ '.,,j ~';r.~..·?~~'-"..-;\ ..:~APPEARANCES: ~mo .J<Ug TIME:.., :J:l-I'1'1 WOODWARD &BASSI,Esqs.,of Charleroi,Pa., representing the Accountant. Thursday,September 16,1971,at 10:00 o'clock A.M.,EDST. Number 42 of 1971,the estate of Elizabeth Rowene If Your Honor please,this estate consisted of Welsh,deceased.The Executor is Melvin B.Bassi and the attorney certain personalty and a parcel of real estate located in the Borough are Woodward &Bassi.Mr.Bassi?tel MR.BASSI: iii~THE COURT: ~II:o~bIII: ~II: ;)oU .J~UiLII.o .g.... ~....,!' ®of North Charleroi in Washington County.The real estate was sold b the executor.And the furniture was elected to be taken in kind by the residuary legatee,Patricia lEgan,who was the sole child of Mrs.Welsh.There were two specific legacies that were given in the will of rings that the decedent had in her possession at the time 2 of death.These are valued,Your Honor,at less than the statutory a ounts which require the appointment of a guardian.And there is attached elections to take these by those legatties.I know of no complications- in the estate.All of the costs and expenses-have been paid.There ar no outstanding claims.And it is in order for consideration by the Co rt for audit. THE COURT: decedent's estate? THE COURT: Court. Is there.1anyone else in Court interested in this (NO RESPONSE) The audit of this account is ordered closed by the (AUDIT CLOSED) •-f • vi1I:tIt-1I:o~!laou(tb,w Q«:trtUJ'tIoi li-~o D'OC(Mj()~~(!ri~b\ili,)ore t.GntoJ\1Q''uUy t-It:8on~o;o~rotei¥It!~~tco~c~el mo ~tile .!Uri~of-the obot1c (tOCue• ..I§(lI.1d tOOl,into cop;,fa 0 cGnod UtJ~~~tot fJI ttW UO;::::U:1 .. II.II.o Po ,....1.j oj.J.tJ ~~•'-..:/f' ".I "....";U;:..••l j '1 J",n 1.;c. ..., .,--'•d t~:t-,J.to .,.•.l( : • .r ..l, ,. ...j j ... .'.J4,:~_~'J (1 :'.j r..J I.,·,:4 Uc J..•,,<......:J .'.j ,.v.J'I .. "- ,,',j jj'~.. ..-' I' r'l' ...<, Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF J .....WA..~~:I:NG.':['O'N... 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.) ~..~J.?A~;;;:;'Q;;:;L,;:,.ES:;~~:~.~L.+.~.:...}:::uA;;:OF BETH R.WELSHate full name of decedent) Late of Wa~.hingt9.n County ~ State of PenIl:s y.ly.~~.!~} ss: County of Wa.shingtoo . ...~e~y!~..~~.~.~~i".Executor of the estate of the above-named decedent being duly sworn,depose S and say S Decedent dJed ...D.ecember (Month) ...........26 ,19 7.0 .1 testate leaving a last will,copy of which is hereto attached.} (flay)(Y""r)l ~x« Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. Woocl~~~cl.~J:l.cl~~~~t,A1::.~9~~Y~~.1::~~.. 701 ..McKean..Avenue,Charleroi,..Pennsylvanial5.022. That as such ~~~.£~.~.9.E deponent is familiar with the affairs of said estate and the property con- (Ex"cutor-AclminiBtrator) 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 \Mellon National Bank &T:rl1~r r.n Elizabeth R Wpl~h nr -. 5th and F;:IllnT.7-Fi~ld Patricia Rowene Welsh Charleroi Pennsvlvania That the contents of said safe deposit box or boxes are itemized under Schedules A return,with the exception of the .following,for the reasons hereinafter set forth: of this 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 o~said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case o~saVings banks,and to the date of decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness of the 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 thereo~or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedEmt,together with the fairly estimated market value thereof;all bonds and mortg8ltes held by decedent and of all claims due and oWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment o~money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.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 unpairl 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","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. ., Subscribed and sworn to before me this . 26th ....day of J~Jy,"'1 ..!.+. WAN'oftA"RRiNGTON ARY PUBliC CHARLEROI BOROUGH,WAS/WIGTON COUNTY MY COMMISSION EXPIRES AUGUST 191.1812 ~~.b:m_---__- ....7.Q.~M~K.~.~~Ay.~.P.:~.~. .(Street Number) ..~~~E.~.~E?.~..~~.~.~!.!:~.r..!.y..~.~.~~.. (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",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 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 (1-6'4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" 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 liE".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 with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a form state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be Iisted on Schedule IIF"and must not be deducted from this schedule. ALL that certain piece or parcel of ground situate in the Borough of North Charleroi, Washington County,Pennsylvania,known as the rear or Eastern portion of Lot No.2, in the Theo.J.Allen Addition to said Borough,bounded and described as follows: BEGINNING at a point common to a Ten (10) feet wide alley and the boundary line of lands now or formerly of Mrs.Lou Kline,an the land herein conveyed;thence along said alley in a Southerly direction a distance of 40 feet to line of Lot No.4,in said Plan;thence along line of said Lot No.4, in a Westerly direction a distance of 41 feet;thence at right angles along lands now or formerly of Ina W.Kline,in a Northerly direction a distance of 40 feet to lands of said Mrs.Lou Kline;thence in an Easterly direction a distance of 40 feet to the place of beginning. (See Deed Book Vol.1295,page 426). Having erected thereon a 2-story frame dwelling known as 705~Lincoln Avenue, North Charleroi,Pennsylvania. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE &,r.~.~ $7,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) 7/(}-()-o.()-{) Insert this total opposite "real property",Schedule "A"in the X X X X X lIAs Reported"column on the last page of this return.$7,000.00 .....•---- RCC-35 ~. COMMONWEALTH OF PENNSYLVANIA i 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 with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. iJ !c!"','vt),n·~13 ,254 •02 Item No. 1. 2. 3. 4. ITEM List and describe fully Simplified savings account no. 166-24-5222 01 at Mellon National Bank and Trust Company (Charleroi office)in name of Elizabeth R.Welsh,in trust for Patricia Rowene Egan Furniture One-caret solitaire diamond ring with platinum setting 1/2 caret solitaire diamond ring UNIT VALUE ESTIMATED MARKET VALUEfJ.__ /{d1i.~ d,100.00 DI.t..1.1100.00 O/{;h toO.00 DEPARTMENT VALUATION (Do not write in this space) /O(J.Ob IOa.OD 100.00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $13,554.02 J ,ReC-3D-• COmmN'\1ULTH OF PENNSYLVANIA. TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)JS[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)~N~O:-_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enj~ent of or the right to income from the property transferred? (Answer yes or no)__ (b)The right to designate the persons who sball possess or enjoy the property transferred or income therefrom?(Answer yes or no)~_IO _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -'-_ (7)Did decedent in his lifetime make a transfer,the consideration for Which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)~N~O~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to rlecedent,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 DESCRIPT ION 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.None • ReC-38 COMMONWEALTH OF PENNSYLVANIA TRAN~FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIOSS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal .property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Rea!Estate.! DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Checking account no.349-2080 at Mellon National Bank and Trust Company (Charleroi office)in names of - Elizabeth R.Welsh and Patricia Rowene Egan $3.71 , I ()Itt.~.IL- $3.71 -6.7 ! Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"collllJlll on the last page of this return.$3.71 3.7; .r~C-37 (I2-63) 'COMMONWEALTH OF PENNSYYLANIA~TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h OJ"?Jf.n.t c"\RELATIONSHIP SURVIVEDBENEFICIARIESANDADDRijf~?~~~.(If step-children or DATE INTEREST OFStatefullnamesandaddresses•it illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent 9neiier-are involved,set STATE YES IN ESTATE wise,in estate)fQ~th this fact.)OR NO BIRTH ~. Kathleen Ann Egan .1\.C.~r£n8dat1g{;ter Yes Li..1 :::lU-j,:1..J ~~t~JI..Spec].].c 12313 Palermo Dri'le............1... Silver Spring,Ma~y!~ricTc1J~ Maureen r.pC'plia E2an ~randdall~t....~-VP.P.Snecific 12313 Palermo Drive Silver Snrine.Marv1and Patricia Rowene Egan Daughter Yes Sui juris Residue 12313 Palermo Drive Silver Soring.Marv1and - , Deponent further says that all the above-named beneficiaries are living at this time except below: None NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT ELIZABETH ROWENE WELSH,a/k/a ELIZABETH R.WELSH :c....~'"0 ::0:0 II>~Cl>:::s '"II>:t-'o '"0 ....... •::J (;'g '"0:rt ~..........:to-'..g"<'"0 Cl>•I'd ...:::r:'"-<: '(1)'~'to-"-<:'0..: (Executor-Administrator must complete "As Reported"column #1.) l:%j '"....II>....Cl> o...o'"'"..., ~II>0'"~ Year . P.-<THE t No. Will Administration Deceased Late of B~:t"<:>\lg1l:.().;.N<:>:r.t:1l:.Charleroi REPORT AND APPRAISAL Commonwealth of Pennsylvania County of W~~l1ingt:°ll, ''1d "e;;1\'01,:)it!HSV;i' SrfJ::l :!(;~;:u SI03U [1 :.'I t",'.;-j ';';':~snu ~ No -!o V1 V1 ""'J•~ j-a U'lc: ~~>- ~;........,.--..-..::;l:l .en W U'l en >-< n n.0 ::l'"?"?":::r .. ,.-lS ~~'t11""'; ~~~~~ :to-'___ .v.>:~>-......'":Z '\J'IO ::;l:l·:0 :\J'IO Cl>---:v.>:::J :.p-.:O "0 .....:.:(1):':.0----:....':0:0::4-,~. 'Cl> 'to-'NO c..---- ~!.,........" ~~-oo~~~,1"CJ /')-/;J... .., ,-"~o1 IiIIIIii'!,..."....'"" ri . i I ~..1 'RJ ~~ '';). ,~. ,"\.~ '~. :~: "J' ............ ""->-.~.~ '"N u'r.:~~___:"'\:,'"'l'V.'1,3---- ~~[ \J' ;. ~ AND AGENT OF THE COMMONWEALTH REGistER OF WILLS OF Wasbington ro 3 -7/-t-d.Regi,ter of Wills.Agent DEDUCTIONS ALLOWED IN J THE SUM OF $i~. DATE APPROVED . ..~ STATEMENT OF DEBTS AND DEDUCTIONS r2 -7/-)/::6&t,.~lJ.r;i)6 ~d COUNTY OFFICE OF TME Form RC C,lO .,~ ~/)'. ESTATE OF E]1zabetb Rowene Welsb,LATE OF Icn:ough of North Charleroi a/k/a Elizabeth R.Welsh DATE OF FILING APPRAISEMENT July 28,1971 OATS OF DEATH December 26,1970 DATE 1971 .:Tan.6 NO.OF VOUCH~"NAME OF PAYEE West Penn Power Co.1F.1 REMARKS .C"bill A"'OUNT 6 A'.itv of r.ha,..l ......ft..l(Jato.......bilt 7 Convalescent Rental Service Rental en,,"~I?fa.I 11 1/,inn n"U'....'0...",.......06...It.14 .,.,c:Inn- 15 Dai1v ReDub1ican Lella1 advert'.l''in 15 Washington County Reports Legal advertisement 14 00 20 Columbia Gas of Pa.Gas bill 3 ~1 20 Chambers Funeral Home Funeral services 1.468 58 28 nhAit1 l~ovi~~~miture to 100 100I··." fiFA:bb.'·~_L5~_+WHe.JAUUlat:""'~PAnm.-.n-~iG:.Jr.~n -+I.E.F.'~':J:'"'J::'1.l"[C":.-..bh~l.1.i'LllL-t---.l'I..l'l'86- 16 PhilodelDhi6 Florists Flowers 7&?O 16 Columbia Gas of Pa.Gas bill 3 91 Mar.1 West Peon Power Co.Electric bill 7 79 ADrll 18 Columbia Gas of Pa.Gas bill 1?1 MAU'17 .Tnhn ~."'.~~atty transfer tax on sale 7n lin ,,~..- 17 'rAY rnl1 lQ71 orn.• -(t:..A.?~ -.....:J June 9 Valley Independent Advertisin2 mle of hnme "11? __+.:!..9-f__tM~a~r~S~h~a~1~l.....!'s~P~l~um~b~i~n:!t:12L-__-t~P~lum~li~i:!!bD2~r~e~ll)~4a~i~r!i!..s -lr-~A;::5:;e~~A_ 9 Man-Valley Esso Service Repairs and oil for furnace {23 05) 9 Monon2ahela Publishin~Co~Advf.!.....1:.,~inO'~Al~of "17n 9 Columbia Gas of Pa.Final 2as bill /"'f2 R~-9 Alfieri Realtv Anora"a"",,,house 1'i ho.:;;,,0,... 9 Authority of Charleroi Water bill (33 54) COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,Melvin B.Bassi HEREBY CERTIFY,THAT.TO THE BEeT OF '-tv I(NOWLI!:OGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF AD.'N,mA"DN ouo.'mD '"'HE EO'''E o.Elizabeth aowefizO.:r.:~"'EA8EO'AO DEDUCT'ON."". INHERITANCE TAX PURPOSES.Elizabeth R.W . ~ •'"-'_(L.S.) OWD.N ANO OU~C","DO"D",.E 'H~'"/~Z.)s:::Jta18 1L WANDA CARRINGTON,NOTARY PUBliC CHARLEROI BOROUtiH,l'!ASl:iiiGfO/l COUNTY MY COMMISSION EXPIRES AUGUST 19~.I91Z Form RCC·Hf,.,A·:;; OFFICE OF THE REGISTER·OF WILLS OF __W.:.:..;...&=s=h;.:::ing;;;;:liilL.::t..;:;;o=ne.-.COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN Register of Willi,Age"l ESTATE OF Elizabeth Rowene Welsh LATE oFBorough of North Charleroi a/k/a Elizabeth R.Welsh DATE OF FILING APPRAISEMENT July·28.1971 OATs:01"DEATH December 26.1970 DATE NO.OF VOUCHS;1ll 1971June,9 9 9 14 14 July 2 26 26 26 26 26 NAME OF PAYEE Washington Hospital Center Pittsburgh National Bank Wanda Carrington Montgomery ward Mellon National Bank West Penn Power Co. Woodward and Bassi Wanda Carrington Melvin B.Bassi Russell Marino,Register Woodward and Bassi /' REMARKS Balance on hospital bill Bankamericard loan Real estate commission Balance due Rent on safetv denAa""hAY Final electric bill Attomeys'fee Notarizations Executor's commission PostaKe and handling JI. AMOUNT 91 00 230 71 500 00 324 66 "Inn 373 17 10 00 186 58 25 Ion 12 00 /S\.~I (;,f'1 {'-I I Of) COMMONWEALTH OF PENNSYLVANIA.} COUNTY OF washinlton so: I,Melvin •Bissi --..+--..+---4------------+------------t---t--- ---+----1---+---------------+--------------+---+---- HEREBY CERTIFY.THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING ISA JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE o,Elizabeth Rowene Welsh.a/k/a DECEASED,AS DEDUCTION:i FOR INHERITANCE TAX PURPOSES.Elizabeth R.we~Ll.;~(L.5.) WANDA CARRINGTON,NOTARY PUBliC CHARLEROI BORounH.Wr,SfHNGTOII COUNTY MY COMMISSIOtl EXPIRES AUGUST 19,1972 ..."....-..•.-....l ,...--'"~:~.,..oJ --,-}>rt1 ...-.'C-c.::1::::(fl 0 U'\-X -r'd-(.0 (f.>.....)Z -i [":,,1 ..:;,r-;''';,:In ,.-'---I ;L, '"0 C"":;;:J'....-d ,.(~""~ 0:"-:r':z -u I 0 LJ"1:;>u> • RCC-81 (2-64) COMMONWEALTH'OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MELVIN B.BASSI (Executor ~ IN YOUR REPLY PLEA8E REFER TO 38-132-2 J In Re:Estate 0 f __--=:E~I,~I~ZABE=~T~HL..;R~O~WENE==_WEI.!.!:~S!±H!...._.2.aL.J./k!!:,j/:..l:a~_ _____W._A_S_H_I_N_G_TO_N County -File No.63-71-44 Dear Mr.Bassi, You are hereby notified that the~__~o~rui~g~ina~~l~_ appraisement in the estate of ELIZABETH ROWENE WELSH has been filed in the office of the Register of Wills qf WASHINGTON County on AlJ@lst l,,19-ZJ-.Said appraisement reflects the follOWing valuations: Rea I Estate ---------j7~,'""'OOOAoA.....~""OIloOL-------- Personal Property __13~,~55~4~.~O~2~--------- Jt.Hd.~__=======2:0:;,:5:5~::~¥..,..L~:I:---:-.-----------=-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ..:..=A.=ug501.u.:::s::...;t:.......::!4:L1......;1=-97~1=---_ DATE OF DEATH:lilecember 26,1970 Note:This is not a bill. Signed ~~~~. TitIe FRANCES LEO,CHIEF APPRAI SEa .. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of.....JWEw""'I""'S....H'--__----""'EL""I,.,.ZA~B~E!4.Tll.H____AJR......a______laAJ/~kY_/..Qa~---DATE 0 F DEATH ~12~-=:2~6-~7~O_FILE No.~'ll-::::l4....2"---_ (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __W_A_S_H_IN_G_TO_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". Datod,August 4,1971 ~~~•.0....-, INHERITANCE TAX APPRAIS~"'-"V. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REAPPRAISED $-------+-- Valuation of life estates or -t= COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $--+__2% Tax on $@) Tax on $5% Tax on $10% Tax on $15% ~~ptioos * Total Estate --1-__ TOTAL 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 $--------1 AMOUNT OF ESTATE TAX ASSESSED $~L- Estate tax paid $--Il- BALANCE DUE $---IL- Add interest at rate of 6%from t= ------It'o-----$-------1 TOTAL TAX BALANCE $----~PAID $....1 FOR USE OF REGISTER"ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will .(No. Administration ) IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..ELIZABETRROWENE..WELSH .. Deceased Late of . County of ...N.O:aTHC.~OJ::... WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL :' .. •FOnr,cc-2 COMMONWEALTH OF PENNSYLVANIA DATE ............August....4,.....1971.......................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...W.A$.H~.QT.Q.N.............................BUREAU OF COUNTY COLLECTIONS COUNTY ................. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..........63..~7l~4.2..................................................... Whereas,......................................EL.lZAB.ET.H....RQ~~NE....W.!i,;~H ...f#.I.'Js,/a..............late of ..................NQR!.tL.G..~Q+....................................... in the County of ......................................WASHINGTON......................................;.;.....;................Commonwealth of Pennsylvania,having died on the ...........................................26.th.....................................day of ..................D.ec.emb.er................................19..70..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..............................fMNC.f.$....J,$Q..................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix I 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 l1fe 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 AppraisementDescriptionofAssetValuesMadeforInherltance Tax Purpoles I $ "UiH'l\('IIV • SEE COPY OF SCHEDULE "A"ATTACHED TO APPRAISEMEN'!'7.000 00 I PERSONAL: SEE COPY OF SCHEDULE "B"AT'DACHED TO APPRAISEMENT 13,554 02 I JT.HELD: SEE COPY OF SCHEDULE "Ett AU'TACHED TO APPRAISEMENT ~71 ----- total 20.557 73 i , I form~;v:fhb~:::~:.w~a~:~a~::~~:~c=~~~;,:tis:::tE~ Appraiser .................................................................................................................................................................w (Number and Stroet) Penna...................................................~............................., (Post eel ··WASHINGTON .County.............1'-!,,.,I'i ....,,~,, ~-;I (''''''"'"RESIDENT INHERITANCE TAX APPRAISEMENT'"11'n fJ .~ ,1'1 ....J Estate of RL:.:S;~L1_; •.'.-,j :;:) HE GI5:I L:.H U;:\'11 LU;ELIZABETH RO~·Tt<'NE WELSH ".!•'"Lj 1"'"-.'.,~I ('.0 P \.'.v~R..····D·..· ·..·iij'·;:d',..0 r I l{'_'I t;rI v\...A.ecease . Late of .......NORT.H..CHARLERQl .. Date of Death,~~.?~.':7.9.. Appraisemellt Docket Vol.,.3.~L .. Page,l..3.g~.?No.§?::?~~~~. Filed in Register's Office,A~~~4.19 7~ Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appra.isement,.. Appeal f"om Appraisement,.. Entered and charged,.. .. .. .' .. ,&" ,, "'.,"'.'". I hereby grant to and confer upon my Executor full powyer to do and perform all things necessary or advisable,in his discretion,to facilitate the administration of my estate or for any reason which to him may seem to be in the best interest of my estate and the beneficiaries thereof,including,but not limited to,full power to compromise and'settle in such manner as in her absolute discretion may seem proper all claims ,belonging to or,against my'estate,,and to sell any property. real or personal,,owne,d by me at the time of my death,either at private,or'public sale or sales,at such price or prices,and upon,such terms and conditions as my Executor in his sole discretion,may deem advisable or,proper.All such"powers shall be exercisable'by my Executor without prio~application to or subsequent ratification by or approval of the,Orphans'Court or ~ny other Court. "I~WITNESS WHEREOF.I have hereunto subscribed ~y name ,and affixed my s,eal this :,tt"i,day of ,'~,1970 • .~wL(j(~9f/~AL) ,,EDABETH ROWENE WELSH ,\) 'Signed,sealed,published and declared by the above named Testatrix as :.;' and for her Last Will and Testament,in the presence 'of .us,,who,at her request, in her presence and in the presence of each other,'have hereunto subscribed our ,names as attesting witnesses. ,,I ,' 2 of 2 ,".' .:'.~'J i.'. ,. .00 T 71 000.00 lIDOO.DO S 1 31254.0 2 100.00 100.00 100.00 20)5 5 4 .02 S 3.71 20)55 7 .7 3 5 20)557.73 T .'••.... OF .ELIZABETH ROWENE WELSH .I.ELIZABETH ROWENE WELSH,of North Charleroi,State of Pennsylvania, I~!~ declare this to be rny Last Will and Testament,hereby revoking all Wills and Codicils heretofore made by me. ARTICLE I.I direct my Executon to provide for my burial and as soon as convenient,to provide for the payment of all my lawful debts and burial ex- penses,the amount "of the latter to be determined by My Executor in his sole , discretion and to include a suitable headstone or marker at my grave,without being subject to any limitation or restriction imposed by any law or rule of Court. ARTICLE II.I give and bequeath unto by beloved granddaughter, KATHLEEN ANN EGAN,presently residing at'12313 Palermo Drive,Silver Spring, Maryland,my one caret solitaire diamond ring with platinum setting. .ARTICLE III.I give and bequeath unto my beloved granddaughter, MAUREEN CECELIA EGAN,presently residing ,at 12313 Palermo Drive,Silver Spring,Maryland,my one half caret solitaire'diamond ring• .ARTICLE IY.All the rest,residue and remainder'of my estate and property,real,personal an,d mixed,I.give,devise and bequeath,absolutely and in ~fee simple,unto my beloved daughter,PATRICIA ROWENE EGAN,presently residing at 12313 Palermo Drive,Silver Spring,Marylap.d. ARTICLE V.I nominate,constitute and appoint.MELVIN BASSI,of Charleroi,Pennsylvania,to be my executor under this my Last Will,and directed.'.- that he shall not be required to furnish any bond or other security for the faithful ~~performance of his duties.Should he refuse or be unable to so serve,I nominate, constitute and appoint PATRICIA ROWENE EGAN,so to serve without the nec- essity of giving bond. 1 of 2 ,-..-"-':"~'"''I ," ."".'~..",." '"I. '".''''~''''''l '",,~,~,~,~""~ .1 .. ~1)-J/.~T 0 3£'-/32..-~ l\ffibuult OOf 1txrrutnrOOr 1\~mint!ttratnr is'tntr of Jrnnliylunnin,t ss: <!1ounty of IInal1ington \ P all b f h d . d h'Notarv Public . d f ·dersony e ore me,t .e un ersIgne aut orIty,a 1."In an or Sal County and State,appeared Mgly..!n ~.t ~.§...§.§..1::who,being duly . sworn according to law,deposes and says that he is the executor or administrator of the estate of ·~.11·t·~§:~·~·~·g ~Q~'1~Qi ..·~~J.~.h."~.lJs.l..~deceased,that the foregoing schedules constitute a E 1Za ~t A~we S .Elizabeth R.Welsh .complete Inventor)and appraIsement of the real and personal estate of..., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor *~ daY~~.~o~;.f;:~::".~.:~..~.:;o:e.l:this ~~.~1;J!.l-~b.~____- Executor-~orK......, ADDITI NAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lluurutnry null .i\pprni.6pwrut of the goods and chattels,'rights and ·credits which Elizabeth Rowene Welsh,B h f N h h 1 . were of iJ..j..kla E.l.;L,z,abetll R WeJ..sl:l Jate of Q.;:Q.1Jg Q Q.;:~g §...;:~.;:Q.~.• W ashingtonCounty,Pa.,taken and made in conformity with -the above affidavit. DOLLARS REALTY I ALL that certain piece or parcel of ground situate in the $7,000 00 Borough of North Charleroi,Washington County,Pennsylvania,}' known as the rear or Eastern portion of Lot No.2,in the . Theo J.Allen Addition to said Borough,bounded and described as follows: BEGINNING at a point common to a Ten (10)feet wide alley and the boundary line of lands now or formerly of Mrs.Lou Kline,and the land herein conveyed;thence along said alley in a Southerly direction a distance of 40 feet to line of Lot No.4,in said Plan;thence along line of said Lot No. 4,in a Westerly direction a distance of 41 feet;thence at right angles along lands now or formerly of Ina W.Kline,in a Northerly direction a distance of 40 feet to lands of said Mrs.Lou K~ine;thence in an Easterly direction a I distance of 40 feet to the place of beginning. CENTS TOTAL REALTY PERSONALTY 1.Furniture 2.One-caret solitaire diamond ring with platinum setting 3.1/2 caret solitaire d~amond ring _ $7,000 00 $100 00 100 00 100 00 TOTAL PERSONALTY $300 00 TOTAL INVENTORY AND APPRAISEMENT $7.300 00 cc2.-.