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HomeMy WebLinkAboutOC1971-0104 - ESTATE OF HAVERLACK SRJ a!aunty. ESTATE OF a!nurt af QIamman JUras af lIusl1ingtnn Jrnnsyluuniu.<0rp4uns'a!a1U1 lliuiswn 63 ...71-1°4No.-'--_ John Haverlack,Sr. deceasee In the matterofthe Pirst and Final Account of Michael Haverlack &:John Hever1ack,Executors ADJUDICATION AND DECREE e SCHEDULE OF DISTRIBUTION Balance per account $3.760.'+6 Balance $3,760.46 Deduct Clerk's Costs &Receipts 16.$0 George J.Modrak $3,743.96 Attorney /O~./97:J. usse11 Marino,Agent,transfer inheritance fJ&.IJ~..5"(J ~~IX due on estate assets only,22$.63 $3,518.33 ichael Haverlack,son,1/3 residue,1172.78 ;/a~.191:J ............-..-.1..3 ahn Heverlack,Jr.,son,1/.3 res idue ,1172.78 ~,DO' ~ ary Burke,daughter,1/3 residue,1172.77 No balanc And now December ,19-E this matter came on for hearing, audit and distribution at this session and testim ny taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $3,760 .',6 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. R t M J M 3 7 0 ---;;p ~ ....~:l Z ~S'-+!J::rcCD y.+'-+a 3 ~CD 0 0 0........fi....t'1 .. ~0 t ......... S' -+::r ::: CD ..~:::0- Stl) ~tl) tl) --------:;----------------------- I Ji"L_/~I---------~­ IN THE COURT OF C0Jv.I1.10N PLEAS OF WASHINGTON COUNTY,PENN~. ORPHANS'COURT DNISION HEARING ON AUDIT ~z0(>~GlZ Z tila.. INRE: Estate of JOHN HAVERLACK,SR., Deceased. ( ) ( ) ( ) ( No.104 of 1971 TIME: ~BEFORE: I-CIZXl/loC~..:APPEARANCES: ~tl:I-!!!o oJ0( Q o :J., ~01 The Honorable P.VmCENT 11ARINO,Judge of the said Court. GEORGE J.MODRAK,Esquire,of Canonsburg,Pa., representing the Accountants. Tuesday,December 14,1971,at 10:00 A.M.,EST John Haverlack and the attorney is George J.lYlOdrak.Mr.Modrak? Haverlack,Sr.,deceas ed.The Executors are Mi.chael Haverlack ar d have been paid.There are no problems for adjUdication by the Cour . lVlR.MODRAK: Number 104 of 1971,the estate of John If the Court please.all the debts in this esta e iii THE COURT:tl:IIII-tl:~tiltl: I-tl: :JoU oJ0(ij iL...o J ,.. I have here all the necessary papers. THE COURT:Is there anyone els e in Court interested in th is decedent's estate? (NO RESPONSE) THE COURT:The audit of this account is ordered closed bty the If "I J!,I,I lj Court. (A UDIT CLOSED I 2 •I I, " "'I~ ,I.. .'. • I hereby certUy that the proceedIngs and evidence are contained fUlly and accurately 1n the notes taken by me ou the hearing I IoftheabovecauseIanathatthtscopyisacorrecttrauserif,lt of Lbe same.i I The ioreyolug recora of the-.roceedlngs UPOU the hearinq of the above cause ls hereby approved and directl:.'<i to be filed. ..• J• COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE January 27,1971 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 FINANCIAL INSTITUTION Pittsburgh National Bank 15317Pa. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ~J...;;;o=hn=_..;I=Ia;;;..;v;..;;;e=r...:::::1=a=ck~..;;:S=r'_=_."'___ ADDRESS 4 W.Pike Street,Canonsburg, ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 82_-_2_5_36_0_8_7 ~--- NAMES ON ACCOUNT OR INVESTMENT __-..A.I.I~o....h.....D_H.....a<£.v....A.....r....l~a...c.....k+,_S....r~......o....r-.......J.....o~b.u.D_'H.....a"""'vlL,l;e....r....'.....a....c_k+,--'"~Tr • ADDRESS 256 Smithfield Street,Canonsburg,Pa.15317 DATE OF DEATH January 19,1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR John Haver1ack,Jr. ADDRESS 2_5_6_S_m_l_·th_f_i_e_1_d_S_t_r_e_e_t_,_c_a_no_n_s_b_u_r_g_,---.P_a_._1_5_3_1_7 Assistant Secretary TITLE 2,1970 / RELATIONSHIP TO DECEDENT ""'SoloUDl.L-_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED February BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_1-:,:...;,O_4_1_.6_7~_ f # C,%1,<o,,!/'t 1 --/J.,~~ -.S7J~.--3./:L RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU·OF COUNTY COLLECTIONS ..-INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION CANONSBURG,FE NNSYLVANIA 15317 TO:JOHN HAVEi1LACK,JR. 256 SMITHfIELD STREET Date:.Ianllary 25,197) County HASHTNGTQN County File No.J7'-1§-2 Bureau File No.?J--lI'ltJt We have received notice that, on ..January 19 19--1!you came into ownership of certain property through ~~ ~~through transfer from JOHN HAVERLACK,SR.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:Jt.Held U.S.Series "E"Savings Bonds held in the names ot JOHN HAVERLACK OR JOHN HAVERLACK E JR.Held in the SAFE DEPOSIT BOX • PIm.2-60.BaJancean of date of death,:l?712.81 appraised by the Commonwealth,as of the dote of death,at $_--47:...Jo12....g8)"--_ 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 $__..L35.Lll6Ul.~41 _$-------- AMOUNT OF TAX DUE 21.38 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before April J 9 19 7'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 at 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 rate of 6%per annum until paid ASSESSED BY:_ (Agent for the Commonwealth) $$============TOTAL AMOUNT DUE APPRAISED BY:_---L.L!A:...:::)---.l-I.:..-.·:...J,;c=(~L.:::;,:;,..,:=.+_,- (Inheritance Tax Appraijer) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: VJ0-<-rL j O.j /1JttLA-Uv2 Sj /9 1/ ~ll!e/;Mi/n? 4/~Ji7 To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: already paid this tax to an executor,administrator,attorney or other personal representative of the dt'~r forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee .Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three folIowing tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of WilIs will examine the debts claimed and allow those wnich he determines to be proper.The tax wilI then be recomputed and you wilI 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 actualIy 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 legalIy 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 $• Date of Approval:_ Register of WilIs "."'-',,.--~~~~------------------,i Date:_~Fu'el:llo!b:Lru~~-..lI:........fit.2...,_11..;97l4-1-1 _ County __..J-'N~AS=:.Hu.]:!:,!;:r~JGu'TJo!ODN _ County File No.6'~-JJ$"'-'1 Bureau File No.~J -·'1/-/O'J OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION "CANONSBURG,FENNSYLVfu~IA 15317 TO:-QOWi WJtliIU.ACK J1\.:-.,..Ii ;,,,,. 256 SHITHFIELD STREET II We have received notice that,~{YdL~XXXXXXxxxx'\xxXX'(xxXxxxXY,xxxxxxn:X)(XWX:Xi on ,IanllDr1 J9 19~you came into ownership of certain property through r~'Wt_~'{XID ~~~~'e.~llruiCdIDflUt~i:lI'tXX transfer from JOHN HII.VEIli.ACK,SR.,Deceased. :1 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. Ii The property bn which tax is hereby assessed consists of:Jt.Savings Acco\U'lt #82-25360$7 held in PITTSB URGH NATIONAL BANK,CANONSBURG OFlo'ICE,CANONSBURG,PENNSYLVANlf,.In the names of "\~C-.134 (\-69)Ji'-....!~ COMMONWEALTH OF PENNSYLVANIA .DEoPARTMENT OF;!REVENUE .-'3UREAU OF COUNTY COLLECTIONS INHERITANCE TAX'DIVISION .JOHN HAVEI~.CK.SR.on <JOHN HAVEHLACK,In.Opened 2-2-70 Balance as of date of death, 'Iappraisedbythe Commonwealth,as of the date of death,at $1,041.67 100 %of thi~amount is taxable at the rate of 6 % i:ORIGINAL ASSESSMENT "DATE OF ASSESSMENT 'I TAXABLE AMOl.i'NT $1,Oh1.67 Ii LESS:ALLOWED DEBTS " NET TAXABLE.AMOUNT Ii AMENDED ASSESSMENT $-------- :, AMOUNT OF TAX DUE IIoIfyoupayth'e above amount within three (3)months of the date of death of the decedent,or on or before April J 9 19 7J you may deduct a discount of 5%of the amount of tax due,or ii'IoThistaxbe~ame delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annJm is also due as of *_ 19__in the amount of 62.50 62.50 $================= (Agent for the Commonwealth) $ ASSESSED BY:_ TOTAL AMOUNT DUE APPRAISED BY:~nL:.=::~tJ 1!.~A.A~diL.L..~-l~L=.::~·~_0~e Tax Appraiser) "I' *If the tax iJ not paid by the above date additional interest is due at the rate of 6%per annum'unti I 0d 'IpalIi INSTRUCTIONS TO TAXPAYERS 'I Ii 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 r/tI,i.I/4/j/t7. I "I !I :: COURT tlO.\):.;. WP.SHI!'!GTON,PENNA.1b30' If you have already paid this tax to an executor,administrator,attorney or other personal representative of t.h~.- decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount._. .'.... Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he d~termines to b'e 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 Obi igation Amount Paid . TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,'"v,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__. Si gnature of Taxpayer REPORT OF REGISTER OF WILLS 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 ----~-------~------,--~-'~-----~~~~~~,---- Cltnmmnuwttt1t4 nf lbuusylttttuitt.!ss:1IlIItts4iugtnu Cltnuuty. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 27th.day of January A.D.1971 ,before me, Rus sell 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 JOHN HAVERLACK,SR. late of Cecil Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Michael Haverlack and John Haverlack the Executor s 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 Michael Haverlack and John Haverlack committing unto them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring them 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 inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 27th. day of ,January_..._in the year of our,Lord one thousand nine hundred and seventy-one \A~.../\.......-'7!!~....../.I.....\r!::.Register r- C~~)rJ)oF~::CJ -J CL I' -=~..(J'.(;" ~}. ,..,::;r:". c.- <:,~ !.,"~. _.;;'';C') ~tJ <... L::>.-i',:;h (,....=---" (> ~;... tj...=~•a lX:i IL Cf.): tj 0 i......UI lld:N ts:t l-e.,):t~«~!a I-l/JUI g;:jts:t;...:21~=5:1~~0=~~I --'---_._'------ r < LAST WILL AND TESTAMENT I,JOHNHAVERLACK,SR.,of Cecil Township,Washington Count, Pennsylvania,belng of sound mind,memory and understanding,do hereby make and publish this my Last Wi~l and Testament,and re~ voke all Wills by m0 at any time heretofore made. FIRST:I direct all my just debts and funeral expenses to be fully paid and satisfied as soon as conveniently may be after my decease. SECOND:I give,devise and bequeath all of'my e~tate,real and personal,to my children,MICr~EL,JOHN and M~RY,share and share alike. THIRD:I nominate,constitute and appoint my two sons, MICHAEL and JOHN,or the survivor or them,executors of this my Last Will and Testament,to serve'without bond in any jurisdictio \11 Jrt IN TESTIMONY WHEREOF,I have day of {1!~-1-~hLi,1969. =/ set my hand and seal,this ~.;)(;1 ~'<j')....'lJ.~;YUc.a-'live·2;,.,CWr'-V-J John Haverlack,Sr. (SEAL) Signed,sealed,published and declared by.the above named testator,as and for his Last Will and Testament,in the presence of us,who at his request,in his presence,and in the presence of each other,all being present at the same time,have hereunto subscribed our names as witnesses. .~ ..-"~.3.7/~/0 /(J l\ffiltuutt QDf fixttutnr QDr l\bmtutatratnr ~tate nf 'enltsylttattia } C!tnunty nf lIas4iltgtnlt ss: Personally before me,the undersigned authority,a ...N.Q:taxy...P.u.b.lic in and for said County and State,appearedz.g.~~.~...~~~~~.~...~...~Q~~..~~~.~~~who,being duly sworn according to law,deposes and sa.ys that t ~ey~the executOlsor administrator of the es- tate of ..._..~9.bJLR~y.~.~l~.9.~,....~_~.L._._..deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..John._H.av..ex:lac.k,._.~r., 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 ~f each item m~de b;~above n~~ed Exe~utor Administrator. day 5W.Tn;:~.ySUbSCrtb.ed be1f9ore.7,,;,b.,..&..}.~,?~~:.~~=.............~...E~-AdmiJPstr~rD,.~[''',J.:;~,,;;~~;~~~~IN CTIONS-b'~ Canonsburg,~~:lgton Co •Pa. 1.1al.!D~l\¥e~;<g~r!JlM§}1~.E\#jed within three months ~fter appoint~ent of personal.~epresentative. 2.A suppiemental 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'rADDITIONAL COPY Act of 1947 P.L.513I'S€c;\I,5:2,:72 P.S·.4844.2 ,/ / I ,',I:~~~~~~~~~~~~~~~~-'I.:'•.1 :1J 3Jnttentnry anll Appraisement of the goods and chattels,rights and,credits which were of John..HaV.er.lack,S.X'..-'..latt i;j rC~fG.i..:J.,~9.wp.~J;rj,p :~:....~t \ ,......I. Washington County,Pa.,taken and made in conformity with the above affidavit.-.:>.:,. DOLLARS CENTS \. REAL ESTATE ALL those certain lots of ground situate in Muse,Cecil Township,Washington County,Pennsyl- vania,known as Lots Nos.12 and 12-A in the Muse Plan,of record in Plan Book 7,page 188,Wash- ington County Records,and being more particularly bounded and described in deed from Michael Haver- lack and John Haverlack of the estate of John Hav- erlack,Sr.to James R.Armstrong et ux.dated March 10,1971,and of record in Deed Book Vol., page ,Washington County Records.Having erected thereon a dwelling known as 12 Locust st., Muse,Pennsylvania.Said property was sold for $5,500.00 $5,500 00 PERSONAL PROPERTY Proceeds from public auction of household goods 270 00 i I TOTAL $5,770 00 00/Y'o b J~7/-/o sL Inventory and Appraisement IN THE ESTATE OF ...-l9.~~~~.~G~.f ~~.~. .~'" Filed ,1,9 . ...-co-.J...... ::xJ C') rr.::o.J l-- 21j =4 .1 U>~n-ir"'l M -rr.,- ;;.J,--..J r ~3»=t.m==;.u~.z 0 {,hQ f\J •c ~ \Q GEORGE J.MODRAK ATTOltNItT A'L.A. a ~"'TM Ce:..'.....L A\lt..... CANONS"I ~r:;.P.o.. cL2k~.t,~':J ~~i1~:/~ l i .- The First and Final Account of John Haverlack,Jr. and Michael Haverlack,Executors,of the Estate of John Haverlac~, Sr.,deceased,late of Muse,Cecil Township,Washington County, Pennsylvania. The Accountant is charged as follows: Inventory and Appraisement Total Assets of Estate Total Amount of Credits Claimed by Account Balance for Distribution $5,770.00 $5,770.00 $2,009.54 $3,760.46 The Accountant c1aims-the following credits out of the assets of the estate,to-wit: Name of payee Remarks Amount Yoney Funeral Home Russell Marino George J.Modrak John Haverlack Michael Haverlack Washington Record Daily Notes Gaydos Monument Company Citizens Water Company Albert H.DeVore V F W West Penn Power company Columbia Gas of Pa. Daily Notes st.John's RO Church Malones Flower Shop Bell of Pennsylvania Oak Spring Cemetery Estate Share of 1971 Taxes One-half Transfer Stamps Funeral Bill $ Letters $10.50 Filing Acc.19.50 Attorney Fees and Retainer i Fiduciary CommissiontFiduciaryCommission Legal Advertising Legal Advertising Marker Lettering water Bill Auctioneer Ambulance Electric Bill Gas Bill Advertising R.E. Church and Grave Services Flower Bill Telephone Bill Opening grave 775.00 29.50 334.50 145.25 145.25 14.00 12.50 45.00 11.00 20.00 30.00 10.26 48.16 4.55 130.00 63.60 24.51 90.00 21.46 55.00 TOTAL ---------------------------------------------$2,009.54 _~L--------- THE DAILY NOTES CANONSBURG,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L:1784. Sec.3.paragraph (3)and (25). State of Pennsylvania } County of Washington ss. RPe.rsonallY13~a.redbefore me,a Notary Public in and for said county and state,ooert..u:001nSOn------------,who being duly sworn,deposes and says:that he is the Manage~of the Notes Publishing &Printing Co.,a Penn- sylvania corporation,and its agent in this behalf:that the said company is the pub- lisher of The Daily Notes,published daily except Saturday and Sunday,having its place of business at Canonsburg,Washington County,Pennsylvania;that the said Daily Notes was established August 1,1875;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: __Fe~.!..2,_).~_-'1-~_'_:I:.9Zt .._ . that the affiant or the corporation in behalf ested in the subject matter of said notice of this affidavit as to the time,placeC i~------------ Feb.5,12,19,1971.',''.....;.....,. Washington Counly Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION February 4,11,18,1971................................................4\t .. •.In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). :1 ;COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA il 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 officiaJ legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, lind is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated !is the official legal publication for 'ilfashington 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: I ............................................................................................................ HAVERLACK,'JOHN,SR.,Dec'd. Late of Cecil Township,Washington County,Penna.Executors:Michael Haverlack,1036FifthStreet,Canonsburg,Pa"15317 John Haverlack,256 Smithfield Street.Canonsburg,Pa.15317 Attorney:George J,Modrak,22 N.Central Ave.,Canonsburg,Pa.15317 , 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 thm mlid,,'..to th,~._&?PUblk~ Sw=to ond.ubocrib<d b"O~-~-"~~~ .11.l§.!l!...d.y "'.•.....•.E~.!!0.';1-~:..........•19.••Z·~·····1 ./~~J..~ I JO~~r:"'''~T ",,~\':,,'r',",:·.,)~I'IlI;"lr.•,;)....../1.....".1\ I :Nolm Pub:ic,V'<lohir.?,lcn,VI.:s:·,jn~tvn C'" ,My Commission Expires July 1.1974 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as..__.~___..veriIY believe. Sworn and subscribed before me this .2?~....."1/1 ./~/J~~~.L~_~._.. Washington County,ss: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 ~our~as evidence by proofs thereof filed to No.--b3-:-::?l~o.3.::J.._. Witness my hand and official seal thiS ;)~..~. day of -~.___.._.___.19.~11.. ...._-~~-----_. Register of Wills .......::loo~ftSFILED.! 1971 OCr 27 PH ~ ~Cl~i ~~j ",i '-if': ~~! c:iZ ) \t ." .'" J I o • ...,, ,--.. .,...I , 11n t1Jt (@rpquns''QIourt of lIus1Jington QIountn In the matter of the Audit of Account in J Estate ()f.__.__g:Q~:N __.H.~~R~~.G~.I __$..:R.~. TO THE AUDITING JUDGE: NO.m §}::.7..J:::.J.:Q.4 __:.m.__.~ Enter ffiy ______.appearance for..__...~~.G.9..1J.n.t.?I:n.t.~t ________.'.. 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 p8Iper.Counsel suggesting proper distribution shall file a separate concise statement in that rega·rd. ! ...~,No ......§}:::.7..J:::.J..9.4 ~ 97 1 nf.T IF p:;II 07IIJ'II-..._':...,. (,'l''.':r"O'I "''>.1 •,"..~,. .:::C.:'I ,.;:.,)j'i//iLLS i:!/,~:,::ir,;.,·{Or~CO ..PA. In re Audit of Account iIlJ Estate of .........._..~Q.~~b~.R!!bGJ5..(....J?R..!_ AUDIT 'rartipr fur .Apprarantr FOR _ _ _AC..c..Q.UN.T..AN..T.S _ .G.~.9..~.9_~~.~!1.9..9.!.'.~~. Attorney ~2 ..' PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ) Estate of ~9.~~~~~.~~~~!.•.•~g.~. Deceased No §}::-.?~:::M~.4 ~ Fiduciary J.9.b.:O'..Hgy.er.la.c.k...J.r.•...and . .~;t.9.h.~~.+...tl.~y5!.~.:l-.~gJs,~~.e~MtO.t:s . Date of Date of Decedent's death g.~~~~~y...J~.L..+.~]J Grant of Letters J.~D.g9.+:y Z.7.,19.7.1 . This is the f..~.+.§.t.~n9 !fJn.~J:account filed in this estate If there have been former accounts filed in this estate,list file number or number and term..::.":".::::-::::::::-.::::-:::::-:::::-... Election to take NONE Under or Against will.(cross out one) Date Election Place of; Fi led ::-.:-:=:'.':".:'::'.:".:'::'.:".........Record ,..:':'.':'::':'.•::::::":'.':'::":'.':':. Name..of surviving spouse NQNE .. List issue,where material:See below Did decedent marry after execution of will?(indicate)UJ[No.Any children born after execution of will?(indicate) ~No.If answer yes,name them ::::':'~.~~:~:':'.~:':'~.~~.. \............._____-_-_____:-_-_-__-__----_--__-..----___.___-__. Legatees Michael Haver1ack John Haver1ack,Jr. Mary Burke Relationship Son Son Daughter Interest 1/3 1/3 1/3 Fiduciary,if deceased or not sui juris ------------------ ------------------ ------------------------------------- List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts: ------------------------------------- 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.DGK. If any exception give cause:::~~.~=_=:":".':"::':'.~•••••••••••••••••• File copy of Notice and date of mailing NQ.v.~mQe.t:22.,.l9.1.1 ,:\ Is estate subject to the filing of a Federal Estate Tax Return?MQ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..•..J~"{Q~.......•.................................... ..._.~._, If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .NO~E . Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: (NONE I. Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract). Balance for distribution $. $. $:.J.~.7.§Q..•.~.§. $}!..?§9.~.1.§.~".-. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); •1 'T' ., ,\ \~I - r""I'1 'f'.J.~'(,·f ;,... ....,.;:1. C',.'O.j ,\.t ....'I,,-\"T"•,.".'1'1'""i " -'.-.---"-~-------~_..I If Family Exemption claimed by Petition,give place of Record::::::-:::::::::::.':".::::-::::::::::. If Family Exemption is claimed at audit,give name,relationship and basis for Claim::..':.:;-:~::::::::::·.=::-:::::. List any advancement or distribution on account that has been made,and nature and amount of same:...\ Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Michael Haverlack John Haverlack,Jr. Mary Burke one-third one-third one-third ...i,8 'y~~UOJ,?I-'O..·.'.I .""\ (ftlq/ COUNTY OF WASHINGTON,5S: COMMONWEALTH OF PENNSYLVANIA. ,~s .The above named Fiducia~or representativesthereof, being duly ~W9.~!)doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. to the best of the.ir knowledge and belief. ~~e·~:t~hJI.1·~~~~;)i~~y·:··O··f·~JD.~··~tc.°oma~de:)UbScribed19be:o:e M 4 J IJ JJ~. S"i'gnatu"r··e··fd:o·'f·O···f·f·.·icl.:lUer !fi!jj·;.I·.·.·••••·.,·n '..'.~.,,...''.~-<;/~..~";"':.. hn Haverlack,Jr.'. .p......'~/JJ;{.'~t,-.../~+.~..,.~~~~iJlL[;.0 r "F ~,.,e-;J_ T 'tl f Off'GWl,:E I.M~1 I'v.,.~t"r:'ii"'c.'. ...!.'/~'~. leo Icer········cr':·;:r'~(j;g-.-w,:;·.:gi2.l-J;o••.ea.....................Michael Haver ack u.('·"S'~·"f"p;res r\'a'11~.•~!'r/.,.~'VI~'~J~'.L'.,v"•.,Office expi res :... .,............................i.~. ,,I ,No..§}::-.z~:::~9.4..__.__ _.._..»KXX Estate of ~Q~._.~~.R~~K,$.R.,._. Deceased Fiduciary__...:f..Q.tm.._tl_~Y§l_+:J..~~k,J.r:_.__..and 'n I fl'·I l: r~:»;\':.~. I (.Fe"Ii r;7:J ~'<1 ~la '0 ,0' •~'.~,j "..,:1 .M:J:~h~§l.J:__R~Y~r_J:g.c..k.,Exe_cu.tar.s.... PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. :Vo 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. y"'.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- L,ect the'eto. ......................fl't~~Cy ... ;:::''-:"~;.~.'"..iLL 5 r.~~t\S::I~':~"··"J~:GO.,Pi\. ORPHAt'lS'COURT OF WASHINGTON COUNTY ESTATE OF JOHN HAVERLACK,SR. ) ) ) ) ) ) ) ) NO.104 IN THE PENNSYLVANIA of Q You are hereby notified that the fiduciary,whose name appears below,has filed an account as such in the Office of the Clerk of the Orphans'Court and Register of Wills for Washington County, Pennsylvania,at the above number,and that the same will be pre- sented for confirmation on Tuesday,December 14,1971,10:00 A.M. or as soon thereafter as said account is reached. for Estate _______zd RCC·134 (1-69) COMIJ~NWEA~THOF PENNSYLVANIA DEPARTMENT OF'tREVENUE ,BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAl,.NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION j CANONSBURG z PENNSYL~ANIA TO:MICHAEL HAVERLACK 1036 FIFTH STREET Date:January 25,1971 Count~lvashington County File No ..J'%-/3...5""-7 Bureau File No.63-7/-/0</) We hove received notice that aXnXDKKfXtIK]KaiK~){XmxmXxxx.xxxx.xxxxXXXXXXXXXXXXXXXX on January 19 19-1.~you c:ame into Qwnership of certain property through XJOO.H~ I ~transfer from,JOHN HAVERLAC~,SR.,deceased. Under the Inheritance and Estate Tax LQwS 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:J't.Held U.S.Series "E"Savings Bonds,held in the SAFE DEPOSIT BOX of HAVERLACK,JOHN SR.,JOHN JR.,AND MICHAEL~Bonds are in the names of JOHN HAVERLACK or ~IICHAEL HAVERLACK Pur.2-60.Balance as of date of death,$769.77. appraised by the Commonwealth,as of the date of death,at $769.77 50 %of this amount is taxable at the rate of _6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT L..ESS:AL..L..OWED DEBTS NET TAXABLE AMOUNT $_...:o3~8~4......6"""9'--_-$--------- AMOUNT OF TAX DUE 23.09 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before April 19 19 71 you may deduct a disc()unt of 5%of the amount ()f tax due,or 1.15----------- D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate ()f 6%of the tax per annum is also due as of * _ 19~_in the amount ()f ---------- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $23.09 $============= APPRAISED BY:~::::::":"'...,A.~---.I.._~~~~ASSESSED BY:_~~_~~_~~_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: 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 dote paid,nome and address of the perso~to wJ.om you made payment,their official title and the amount.{ • Date Paid Name and Address of Payee Offici.al Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by on 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) SS: COUNTY O~_ 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,thot to the best of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $• -- Dote of Approval:_ Register of Wills \. 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 paid,name and address of the person to wbom you made payment,their official title and the amc;>unt..• Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •You were personally legally responsible for these debts,and 2·You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other 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 01=:_ 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__ Signature of Taxpayer REPORT OF REGISTER OF WILLS 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, ...... Fonn RCC-2 .'DEPART!\bNT'Of REVENUE, BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Mar..~h l,1.9.7l . COUNTY w.9.:~hJ.:!.1.~.9..~. FILE NO..9.?.::7.;h::.;b9.4.. Whereas,~9.~~!?:.y..~.~;L,!?:.<?,~~~~.~late of 9.~!.1.~~~?~g . in the County of Wasbingtan Commonwealth of Pennsylvania,having died on th 19th d f Janua:g 19 71 .d d d f t te......................................................................................ay 0 ...................................._....................................................,seIze an possesse 0 anesae subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................................-!'J..:¥.@P.....1'.9.9.~........................................................,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 1nterest 1n th1s estate 1s transferred 1n possess10n or enjoyment to collateral he1rs of the decedent after the exp1ration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the r1ght to appra1se and assess transfer 1nher1tance taxes at the lawful collateral rate on any such future 1nterest. Unit ApprallamantDelcrlptlonofAnatValualMadeforInheritance Tax Purpolal $ I .Tt.H",,1rl U S Series "E"Savings Bonds,held in the SAFE DEPOSIT I BOX OF HAVERLACK,JOHN SR.JOHN JR.AND MICHAEL.Bonds are in, the names of JOHN HAVERLACK OR MICHAEL HAVERLACK.Pur.2-60 Balance as of date of death,$769.77 769 77 Jt.Sav:ings A.ccount #6916 held in the HELLON NATIONAL BANK &TRUS' COMPANY.CANONSBURG OFFICE,CANONSBURG,PENNSYLVANIA.In the name of JOHN HAVERLACK IN TRUST FOR MICHAEL HAVERLACK.Opened 2-11-65 Balance as of date of death.$1.670.98 1,670 98 forrn~;v:;:~hb~:::rh~W<>rIl~F:~a~o~~~:~==~r~i~~7:~~e~j,v A alser il;i,~'t.:~~1;;.............····;~:~=. : ·w.g,.l;?h.;i"n.g~.c>.p.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....................................eJ.9..hP.....I~C3:Y.~F~a.:9.~. Deceased. Late of .....................................~~p.c:>:r:l.~1:>.~g .. Date of Death,J..:~?~7.+... Appraisemellt Docket Vol.,3.8 . Page,J??::?No...??.':::7.:l:::.:l::9.~. Filed in Register's Office,,Mar l .19 7l.. Amount of tax due,$: . DIPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f"om Appraisement,. Entered and charged,. ... • ~ "I I', ..... I " R CC-43 (5-65) .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG Jarruarr 21.19'71 J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION )t)1Jon Net:lo~Al Ba:Ak &~elt Company ADDRESS 1 West Pike-street,Cel30118wpg,Pe.1531' ACCOUNT NO.OF JOINT,SaviDge Acot,1fJ:J16 ...Jolm Haverlack<!1j)Michael Haverlaok TRUST OR INVESTMENT DEPOSIT Bay,Acct.1)7256 .reM Ra¥ef'leekQ::!J)uohn Hoverlack Jr NAMES ON ACCOUNT John Haverlack In Trust For Michael Haverlack OR INVESTMENT .Tabn Havorlack a TPuet Pe~J.I!eTeriaok,Jr. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __..!!.Jo~hn!Dl-L HmftDl':a;VrJl:.ae.BJckL.-_ ADDRESS 12 LoCuet St.t Box 119,}.beG,Pn.153~ DATE OF DEATH ;lamlS,?20,19?1. SURVIVING DEPOSITOR,Miohael Ha~.1.k BENEFICIARY OR INVESTOR Sone -.ro~&CQUS17;""~c~.IPr._ Michael ,lItO 1036 sst,Canonsburg,Fa,1'317 ADDRESS John.;r••256 Saltiltlelt!st"Gertofu,bw"lh flu.1~317 RELATIONSH IP TO DECEDENT---iS~omnl.8.e _ DATE DEPOSIT OR INVESTMENT 2-11-65 WAS ESTABLISHED ---~2--.11J.,1-6-#~-----------­ BALANCE,INCLUDING INTEREST Michael ...#fJ'J16 •'1,6'70,98 v DUE,AT DATE OF DEA'TH $vi If f \&~~t I;t7tJ,fif:/()(),d~J ~~ 510 ~I -.#3:tJl ) . :f &~t t;t 7-:f f 5~rJ.fl~~,- RCC-13411-691 ....4COMIllONWEA!:TH'0 F P'ENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:----.lJ~;l'*'ln'.u.'i.'l~Il1r.::F_T~?:.:o9t.,J.......l.J+CJl(-.J~---- County }·priPPC'l'ON County File No.3 f -Je5£'-'7 Bureau File No.(:,3,..1/,)0'/ We have received notice that,lOC«ct~~{£tt:·cit~;dm:lKAt.XXXXXXXYXXXXXXXXxxxxX.Xxxxxxxx.XXXXXXXXXXXXXXXXXX on ,IrlDlF'I1r 20 19-2L,you came into ownership of certain property through ~Gtr.a{!l!X9!~b:UtX)iM:XXXX X!1!~'d£tmttt.±L'{9.!{!r..~9a2Ix!t!~g4~'lt.:·transfer from JOHN llAV..,,,.LACK,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.Spying')Account 1/7256 heJel in the !'J;!J1>N NNrIONAL n:\NK 8·1'mST COHPANY,C!\IlotIt'-)llnw O!,'FICll~,CAHOf,TS!3JIPG,pENIJr;YT,VPUA.Tn the n;;u::l.A<"l of ,IQtlI\l Ht",'i'TN:;'~ITT 'j'PJTS'T'E'O'''.TOIR>!lUV,,pT ,'>Ch'.r;.,.0P,,;Q,cd.')-ll-65 E3J.;;u;I,Qe ..til o£- dQt"or .lo'1t h,(:1,670.99 appraised by the Commonwealth,as of the date of death,at $J ,67°.99 J()Q %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 $_---1'-+,.u.67{.J.04.:;t:99~--$-------- AMOUNT OF TAX DUE ]00.26 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before "'nr';1 20 19 7)you may deduct a discount of 5%of the amount of tax due,or _____5...QJ.-._ D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid $=================100.26TOTALAMOUNTDUE$ W/UA~ASSESSED BY:_ (Inheritance Tax App...6iser)(Agent for the Commonwealth) APPRAISED BY: INSTRUCTIONS TO TAXPA YERS To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: Make checks or money orders payable to: If)<//V~9.>..1.S' ~c:2.$/Ifj1/ /fLtI JJ/;{~ #/vl/e?C;;ld3(JJ 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 paid,name and address of the-per'sori to ~h~m ...... you made payment,their official title and the amount. Name and Address of Payee Official Title Amount Paid SS: 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:_ 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 Form RCC-2..COMMONWEALTH OF PENNSYLVANIA DATE March 25 1971..........................................1............................................................•DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY .~~.~.~?:?&~.~~.................................................BUREAU OF COUNTY COLLECTIONS FILE NO............~?=?.~:~.?.~......................_...................HARRISBURG.PENNA.17127 APPRAISEMENT Whereas......................................J.ohn...Ha:v.er.l.a.c.k,....S.r................................................late of ..................g~.9.I}~Q.~g ......................................................... in the County of .........................................~~~?~.~?.~.............................................................Commonwealth of Pennsylvania.having died on the ...................................~.~.h...............................................day of ...........~~~~~...........................................71 seized and possessed of an estate19............. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.FRANCES LEO an appraiser duly appointed according to law........................................................................................................................................ having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAlletValuesMadeforInheritanceTaxPurpoles $ Jt.Savings account #82-25360eJ7 held in the PITTSBURGH NATIONAL BANK, CANONSBURG.OFFICE.CANONSBURG.PENNSYLVANIA.In the names of JOHN HAVERLACK SR.OR JOHN HAVERLACK.JR.Opened 2-2-70.Balance as of date of death.$1,041.67 1.041 ~7 JL 1001 Held U.S.Series liEII Savinp:s Bonds held in the names of JOHN HAVERLACK OR JOHN HAVERLACK JR.Held in the SAFE DEPOSIT BOX Pur.2-60.Balance as of date of death.$712.81 712 8] .. Jt Held Savin.Q's A #7R:'16 held in the MRTJ.oN NATIONAl BANK &·tt D COMB\NY •CANONSBURG OFFICE CANONSBURG PENNSYLVANIA In the n.qrnes of JOHN HAVERLACK IN TRUST FOR JOHN HAVERLACK JR.Ouened 2-11-65 Balance as of date of death.$1.670.99 1.670 199 ~ .. ~avi~g been duly ~worn accord~g ~w.I do hereby certify ~appraisement is made in ~n- fomllty WIth law on thIS ........................'~.mm day ofili~S!f';;;;;.,g: ppralBer ...................................................................................................................................................................0.(!'lumber and Street) ................................................~............................Penna. (Poet 0 ee' .::- ·.w.~f:).l:4.I:1~~.I.l ,County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................John Ha:v.e.rla.c..:k.,!?:r..!!. Deceased. Late of Canonsburg.............•........................................................................................ Date of Death,).~)..9~.7j". Appraisement Docket Vol...38,. Page,:1}2~7 No ??~?..~::::~.~~, Filed in Register's Office,~.~.h ?2 19 7.~. Amount of tax due,$. DEPARTMENT OF'REVENUE Received, Exa.mined and Approved,.. Wrote abo.ut Appraisement,, Appeal f,.om Appraisement,.. Entered and charged,.. • , RCC-134 j 1-69) '.COMMONWEALTH OF P,ENNSYt.VANIA' ~DEPARTMENT OF REVENUE .... )6UREAU OF COUNTY COLLECTIONS -t"INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J MIAUI,FLORIDIA 1'1.9 S.'fiST 18th AV.l1ruE TO:---=1='ffiS;;;;..~-=-•..;;.;MAR;...;;,,;.;;;y;....H=.:.-...BUll;....U(E -Dote:January 25,1971 County vlASHINGTON County File No.~f'-~-7 Bureau File No.10 3 ~.7/-10 'f We have received notice that,~X!.~Xx:XXXXXXXX...v..xx.'CXXXX.'{YJJOQ'••x.XXXK.xxx.xx.xxxxxx. on Januar:r 19 19--'l!you came into ownership oTf~c:er~t;ai~n~p~r~op~e~r~ty~t~h~ro~u~g~h~r~~iki~~~~~~~~~ X*liXitliy.aOOd~Drd'B8'&!p.tn ..~transfer from JOHlJ HAV:.l.HLACK,SR.,Deceased. Under the Inheritance and Estate Tax Lows 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:Jt.Held U.S.Series "E"Savings Bonda held in the names of JOHN HAVERLACK OR z.1ftS.HARY H.BUnKE.held in the SAFE DEPOSIT BOX ~lr 2-60.Balance as of date of death,$997.85. appraised by the Commonwealth,as of the date of death,at $997.85 100 %of thi s amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the dote of death of the decedent,or on or before April 19 19 71 you may deduct a discount of 5%of the amount of tax due,or o This tax become delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the ,tax per annum is also due as of * _ 19__in the amount of *If the tax is not paid by the above dote additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $ $---;;9L;t.Cf1-/-1.,.c8~5-- 59·87 $-------- . $================ APPRAISED BY:~!AJ~'~":"""':~~~~L-_ er) ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: P~5C;.~7 ;6 -/9--7/. ..' To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: ~already paid this tax to an executor,administrator,attorney or other personal representative of the dt ;lr forwarding to the Commonwealth,list below the date paid,name and address'of the per5.0n to whom you made payment,their official title and the amount.0.>-~ Date Paid Name and Address of Payee Official Title Amount Paid --. SS: Under certain circu_mstances,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 _ I,hereby certify that the foreg~ing 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 $• Date of Approval:_ Register of Wi lis L --------------------------------------' Fonn RCC-2 •COMMONWEALTH OF PENNSYLVANIA DATE ....Oc.tohe:r.......20..,.......1.9.7..1................. ..~EPARTMENT OF REVENUE .. •.~UREAU OF COUNTY COLLECTIONS RESIDENT INHERITANCE TAX COUNTY Jv.ASB.J.N.G..T..Q-N........................................... APPRAISEMENT FILE NO.......~..~.:..?J:JQ~...................._......................HARRISBURG.PENNA.17127 Whereas,.................................T..Q.HN....HAVERLA.CK,......s.R........................................late of ........................J:'lASHING.TQN.......................................... in the County of ............................Jv.ASHI.NGT.QN.................................................................Commonwealth of Pennsylvania,having died on the ...........................1..9..t..h....................................................day of .............~T..~nJUp;:'.Y....................................19...7.l.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................f..M.N.Q.~.$......1.~.Q.................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. Unit Appral.amantDescriptionofAnetValunMadeforInherllance Tax Purpoaa. $ Jt.Held U.S.Series "E"Savings Ronds,held in the names of JOHN HAVERLACK OR n MRS.MARY H.BURKE.HEDL IN THE SAFE DEPOSIT BOX nur 2-60 Balance as of date of death QQ7 FlCi - ...............................w ..~~t.),Penna. ...........!iASHTNG.TON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .J(hIV CK ..s R .jlmBn .a.Ay.~.RLA .,..Deceased........... Late of ...~~A§.~.I~Q.'T.QN . Date of Death,I.:::J~..~.7.1 . Appraisemeilt Docket Vol.,3..8... Page,1~.S..~..7.No 6.3"".7.1-.104.· Filed in Register's Office,..Q.C.t.•......20 J9 7·1 A11t-Ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote aba/It Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. ~ ,("'''l.' !o • .' Fo,\"No.RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE IS,aeSl, EFlI'ECTIVE J.ANUARY 1,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) (,'3-7/-IO'! OFFICE OF THE REGISTER OF WILLS .. MICHAEL HAVERLACK and County of , .~~~P.~f;l9:t;qJ:;l.,'10'33'"".fth St C br1.,anons urg,Pa.'lO~,~~:w\G~,.,.,,..,,,,',.., .,,.., .,,...."of ,'.,'.,~5.6,Smithfi.eld..st..,,..canonsburg.,Pat (NlUlle)are (Add.....) being duly sw:arn .according to law,deposes and sa}'s thattb~the..__~~~_gy..tQX'_§.._ . .(Exec.,Adm.•Legatee,Etc.) of the estate oL~9_h!}~~.Y.~fJ:~_9..l~_($._~~whose last residence was _:l..f.__MQg_U~t..__S_tJl . . _ (No.)(Street) Muse_,c..ec.il.._~-..------.------.deceased,and that the whole of the estate of said decedent,who died __JL.:l..9.l7.1 . (CitY.Borough or Township)(Oate) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, RealEsu~ALL those certain lots of ground situate in Muse,Cecil Estimated Value ownship,Washington County,Pennsylvania,known as Lots Nos.12 .. and l2-A in the Muse Plan,of record in Plan Book 7,page 188, ashington County Records,and being more particularly bounded and described in deed from Michael Haverlack and John Haverlack xecutors of the estate of John Haverlack,Sr.to James R.Arm- strong et ux.dated March 10,1971,and of record in Deed Book Vol.,page ,Washington County Records.Having erected thereon a dwelling known as 12 Locust Street,Muse,Pennsylvania. Said property was sold for $5,500.00 tJ$5,500.00 Personal Property Proceeds from public auction of household goods 270.00 tJ,(J. , , Total $5,770.00 T E W NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.x y ..•,EstimatedJointlyHeldProperty•Value... '",,...NONE - .,\. \,. ..\ . .\ - Transfers within TWO YEARS Prior to Death, ¥\ J .NONE ,, \\,l.j; .,. \,'.'" ~·t . .J ..\.. \,.., That at the time of death there was no safe deposit box registered ih decedent's individual name,or Jointly with,~r 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:- NO~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED •IN ~AME OR NAMES.OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,ve~ted,contingentor otherwise,in estate.)are involved,set OR NO·AT DEATH OF IN ESTATE forth this fact.)DECEDENT Michael Haverlack Son Yes Over 21 1/3 1036 Fifth Street Canonsburq.Pennsvlvania John Haver1ack Son Yes Over 21 1/3 256 Smithfield Street Canonsburg,Pennsylvania Marv Burke nauahter Yp~Ovpr 21 l/i Miami,Florida ., 1 • 1 ..,I REsmENT~DEC~r5ENT .- DEBTS AND DEDUCTIONS CLAIMED f f~1~I I ! NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paid DEBT OR CLAIM Yoney Funeral Home NATURE OF S:.;;A.:.:M.:.;E~-r-----:.A:.;;M.;:..O~U~N:..;.T':'-----iDTHISCOLUMN~EGISTER ONLY $775 00 $ ~. '.; Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino Ad ... E •Letters $10.50 29 50minIstratIOn~¥ihg acc.19 •50 t-~""""-;-:::'l~--=-='-+=-=-t----+-- Georqe J.Modrak Counsel fees.&Retainer 334 50 John Haverlack !Fiduciary commission 145 25 f-~M~i!::.lc=<.!h~a~e:.:l!:......!H~aW:!v~e~r,,-,l:!::.!::!a~c~k --l'iFiduciary commission •145 25 OTHER DEBTS AND CLAIMS (.)See Note below Washington Record Daily Notes Gaydos Monument Company Citizens Water Company Albert H.DeVore V F W Ambulance West Penn Power Company Columbia Gas of Pa. Daily Notes St.John I s RO Church Malones Flower Shop Bell of Pennsylvania Oak Spring Cemetery Estate Share of 1971 Taxes One-half Transfer Stamps Legal Advertising Legal Advertising Marker Lettering Water Bill-' Auctioneer Electric Bill Gas#Bill Advertising R.E..I'" Church and grave Services Flower Bill • \-':'L Telephone Bi11'".'....'Opening grave 14 00 12 50 45 00 11 00 20 00 30 00 10 26 48 16 4 55 130 00 63 60 24 51 90 00 21 46 55 00 , Total $2,009 54 ~~~1 s"'-( Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed.O~_,~.:<..~-~~7~~ Subscribed and sworn to before me this ..~?_~~'".,. ..~.~.0 .~"'.,....(E:recutor.Administrat~·...........d.·day "),,;.Q1:.0~e:,19..71 7;~u 7..!'!c;>,r;J:n..<;~".4.a;L .M!m",~. .........~~..,./I'~t<{C...............(Street Number) GEO!l.~E J.1 llRJl.,.r;",~'~l';;bllC ..G~9.I:l~~.~~,g.,...~~.I:ln~y;t..Y~I:lA~..f:?~~.-.? Canonsbu '"'I"'sr,ington Co.,la._(City or Town and State) My Com:ni~s:on.htll:.t ,• Having been duly sMrn according to law,I do hereby certify that the above appraisement is made in conformity with law on this.................1·'6~....day of .........11J'J.-:1~./.I~-<....,.......~19 ..~~.J\/1--,A... . ......./~.cr.~.~..n::.....~)J..../.r.L4.fl.-!....-t/•.~/..jApprlliaer~ In the event that any future interest i'n this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after t e td expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri· tance taxes at the lawful collateral rate on any such future interest. REPORT OF Tm EG TER ~LS I,the undersigned duly elected Register of Wills in and for.. . ....County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depon ,except as to ose items where a greater or lesser amount is set forti)in the last column to the right in said schedule above,which greater 0 lesse amount re esents the sum allowed as a 1eduction. Dated:NOY..l~..19Zt.RUSSELL.MARJN.O..........·R~J~;of!t·~. /# ," l,,,'r Form No.RCC-62 (6-70) Will "Administration }No.,;'.."..'..;.Ye~r ..... IN-THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN HAVERLACK SR •• • • • • • • • • • • • • • • • • • • •• 1•••••••••.•••••••• Deceased Late of M~~.~c .~~9~.~.~q~.E:!1:lj.P'..... County of ..~~~hington......:. Commonwealth of P.ennsylvania-.co.~~"'=0 Q REPORT £f!P.A~RAI~ ,."PJ ,'''',17.:tit--v --..o~-"'J r--'"",h. ;;:;::-:tJ rr,-..""'"~,.*-~EE -, (1)0 IU c::J e. VIc GEORGE J.MODRAK, _ATTOttN£Y AT,L.A",. 22 JltOJtT'M CkNT"AL AVENUe; CANONSBU.-G.PA. RCC-81 (6-711 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MICHAEL HAVERLA.CK &JOHN HAVERLACK (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-135-104 J In Re:Estate of _~J~OHN~...=cHA=..:..:VER=LA=C.::KL'-=S=:R:.:.._ WASHINGTON County -File No._6=...0-_7.:.....1_-_1_04 _ Dear GentlemenF You are hereby notifi ed that the ....o.....r1•·g;L§0'0.4'nal~~_ appraisement in the estate of JOHN HAVERLACK,SR. has been filed in the office of the Register of Wi lis of__W.u.A,QISoLHIu.uN.lll.G.LITI...lo.Ol.lJNL.-_ County on November 18 ,19R,.Said appraisement reflects the following valuations: Rea I Estate .L.5..L'5t!.:0:::.::0~.-=:0.=.0 _ Persona I P roperty __..b2<J.7-"'0ca.4 .>,<0.l>£0 _ T ransfers _ J ointl y Owned __---,,--_ Total ....:<5:..L',-'--77-'--0.:..:.:....;:0--=.0 _ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _~N~ov:!..:em~b:.:::e~r....:l=.:8~,~1:.LCJ7.L:l~__ DATE OF DEATH:January 19,1971 Note:This is not a bill. Signed __--=-DO.=.::l'.=.::U::.:.::..NIC=-------.:.R-=--._D--:.eMA_R_IA _ Title APPRAISER I ....'. RCC-39 (5-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HAVERLACK (Last Name) JOHN (First 'Name) SR. (Initial) DATE OF DEATH---,1~-.41:.L.9-_7L.:!1=---_FILENO.63-71-104 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W:.:.:A:.:.:S:..:H:.:.:I:..:ID..:..:.:...: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". Dated:_---=N~o~v~e~mb~e~r=--=1:=:8"-•....::1=...9:...L71=--_~£J./dIt~~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS .. VALUE AS REAPPRAISED $-------+-- CLEAR VALUE OF ESTATE Dated:~UV 18 1971 RUSSELL MARINO 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) I,the undersigned duly elected Register of Wills in and for WASHIIDTON 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".gr or lesser amount represents the sum allowed as a deduction. Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----=--"'::-r:=----+-cc-r--~ Tax on $'3.760 k.6 ~ Tux on $5% Tax on $10% ThxM$1~ Exemptions * Total Estate 1--_ TOTAL TAX COMPUTATION OF TAX $-------+-:-- $~??'''L...fhw..;·1L-- $-------+-- $-------+-- $--------1----- $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=== TOTAL TAX BALANCE :------l~ PAID $---lL BALANCE OF INHERITANCE TAX DUE $L Add interest at rate of 6%fro~ _____to $------. A~OUNT OF ESTATE TAX ASSESSED $------1L- Estate tax paid $....Jl- BALANCE DUE $----'1____ Add interest at rate of 6%from ------Ito----- 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 Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .....J.O.l1t'J.lfJl~L.fl..9.~.-!~~. Deceased Late of CECIL TOWNSHIP...... .' County of _.WAS.HI~TON .. Commonwealth of Pennsylvania REPORT AND APPRAlSAL #" ." Fonn RCC-2 ...1 ,~ •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE N.9..Y.~Q.~;r..+.:~J !.9.7..;b . COUNTY WAS..H.+..NG.:r.Q.~L .. FILE NO...63..::.7.1.~l.Q4 . Whereas,~9..~~~9..~.?~.~.~late of 9.~9..~f..Q~~~~.~.. in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the l.9th :day of ~~~.~19?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,D'OMINI.C R P..~MA3.+..A ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAlletValuesMadeforInherllanee TIX Purpol.. $ REALTY: SEE COPY ATTACHED TO APPRAISEMENT '5.'500 00 PERSONAL: SEE COPY ATTACHED TO APPilAISEMENr 270 00 total 5,770 00 . fonn~;V~~hb~':::~h~sw(.rl··'l~·::~;o~e~~~~~i?:;;~7~~:1~~~ Appraiser ......................U/~~,Penna. .................WAS.HJ.NG'J'QN.........County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........................~.Q~t.IA~.Q~?§~.!. Deceased. Late of .............................CEC.ll.TOWNSHIP.. Datc of Dcath,1~1.~71 . Appraisemei!t Docket Vol.,.3.$.. Page,.135~7 No 63~.71~l04 . Filed in Register's Office,J~?y..~~?19..7.~.. Am.ount of tax due,$ :. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. , \. • "I".J• Form RCCiO ..DEDUCTIONS ALLOWED IN.« THE SUM OF ............$.J...u.:!....t ....~.~...OFFICE OF THE STATEMENT OF DEBTS REGISTER OF WILLS DATE "'RDVE'(IJ,I':::~/\~:1JWashingtonANDDEDUCTIONS OF COUNTY AND AGENT OF THII COMMONWIiiALTH RA .A.J },tA~A"A'~ h ~-71-/tJl b-h A-e.u (i:J (;70 Regiller of Willi,Age"~ ESTATE OF JOHN HAVERLACK, ., SR.LATIi OF Muse «Cecil Township,Wash.Co Pa. DATE OF FILING APPRAISEMENT DATIi OF DEATH January 19.1971 DATI!!:NO.OF NAME OF PAYEE REMARKSVOUCH""AMOUNT Yoney Funeral Horne Funeral Bill $775 00 n ..~-",ll Marino Filing Acc.19.50 Letters 10.00 29 50 ~p(')rap .r Monrak Attlv fees and Retainer 334 50 .Tn""n H;:luprl ;:lC"K Jr *Fiduciarv Commission 145 25 M;("'h;:lpl ~:::lUo""'lack -l Fiduciary Commission 145 25 n::>;1u 'foJr-+OQ Leaal Advertisina 12 50- W~~h;nnton Record Leaal Advertisinq 14 00 Gavdos Monument Company Marker Lettering 45 00 (';t-;'7.pn ~w~t-pr ("'omnanv water Bill 11 00 nlh~rt H.DeVore Auctioneer 20 00 'U F W Ambulance 30 00 wP~t-Ppnn -Comnanv Electric Bill 10 26 ("'nl"mh;:::o r-:::OQ r.-F Pa.Gas Bill 48 16 n::>;1u ••Advertisina R.E.4 55- c+.Tr-"h,),'Q on -,-.h _._1.and Grave Services 130 00 Malones Flower Shop Flower Bill 63 60 Roll n-F oO"''I''I Qv1vania Telephone Bill 24 51 Oak Sprina Cemetery opening Grave 90 00 Estate Share of 1971 Taxes 21 46 nno_""~l-F -~-Ft:>"'"Rt-~mn~55 00 - 'T'()'l'AT.$2,009 54 HER.IIY CI:l'lTII"Y.THAT.TO THE IIUT 0 ... FUNERAL II:XJOENelES AND IEXPENea 0 ... I u.••c,Ae DIDUCTION.!"OR I~::"-~__-II--;-_-:-__-I-+:----::;--(L.I.) COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Wash ington S.: I,JOHN HAVERLACK,JR.and MICHAEL HAVERLACK MY kNOWLIlDGI AND IIELIEP',THIl ...OREaOING 18 A JUST AND TRU I:erAT.MIlNT OF CI:IIT8, ADMINISTRATION SUBMITTED TO THE I:8TATii 0...HN HAVERLACK SR. INHERITANCE TAX PURP08E•. r-~=~""-"""'-"""'--------------------"'--'-------'---'--'--"-~-~-~------.-----~------~-~--------------------------~--------~~~-~.... I COMMONWEALTH OF PENNSYLVANIA J DEPARTMENT OF REVENUE ;~o.8 11717 OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX I~ECEIVEDFIFTY NINE and 87 100------...------------------------..------------dollars representing Pennsylvania Inheritance or From:MRS ..~fARY BURKE-PAYING ON INn"LIAB Estate Tax due from the following estate: 1149 SOUTH WEST $_~5::....:9:....::,,_=_8-=-7 n Address_oIo.J,ju..L..........LIL.1........1Uj.......-1 MIAMI FLORIDA 33145 2%Tax on $$---------.LiJ ERIES "E"BONDS 6%Tax on $991.85 File No._6_3_-_7_1_-_1_0_4_Date of Death 1....19-71 15%Tax on $--------$---------. $---------n Date of Payment __O_c_t_o_b_e_r_l_9.....:,'--1_9_7_1 --i Name of Decedent _J_O_H_N__HIm__HA_VE_RLA__C_K-...z.._S_R_'--t %Tax on $$111 Estate Tax,Act of May 7,1927 County W_AS_H-'-m_-O_T-'-O-'-N --i Remarks: JMO TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ TOTAL AMOUNT PAID 59..87$-------- $--------141 $.---------" $==5=9=,::::::8=7==:(1) NOTE:This Triplicate Receipt to be retained for aucaDwi"!S_7 /}()----n.. ,Received by ,J.JL I /I~ NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the ti'le -)•.I (Signature ~/ tenant or tenant for years,as evidenced by this receipt,It is understood that the Commonwealth sholl "~~ not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th'G..:)~~~J2...I\:.-.I life tenant or tenant for years whenever it appears that such additional tax may be legally.due and ~.:::s (Titl collectiblefor any reason whatsoever. ---~_.~--- ---~---- ------~~---....--.~---------~--~------~-~- __~t _ dollars ;fElpFMeMlM!1·~eMsyiVdhld'iml~FI'SM~~or Estate Tax due from the following estate: ,.Ii RECEIVED~WO H*J.lfflitEf)Tl11£IffY Fm l.it1tt 63/J:O()t , ,MICHAEL HAVERLACK "JOHN HAVERLACK.-.EXR.From:.,.,. .I------------------------------------~------~------M1~:,,jl ,~I'I'CC-4 (8·68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~t?:B 4SBl40FFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX :1 'r Address ~l--llroom-GJ~mI~_AJi.EUGE------__1 2%Tax on $$----------r.:l 6%Tax on $k.760.46 $225.63-"J~~,IrI-IOIlDtt----~~--·n $--------u $----------n $,---------11 $--------. %Tax on $$----------m Estate Tax,Act of May 7,1927 15%Tax on $":'0_--:-_ ....-..... TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rate of __%from _ to _ \\",' '. Dote of Death----:t-r.~;;;ff.t----j 'I'"I~ . I -I ....,. Ii ~;J 1·.1 -. ~ileNo'63~ II Dote of Paym ent --.....,t¢LWll%'3rll:6i.--;~'fi;--------j I'.\ ~ame of Decedent ---.;tiJtil:t-1~Vti:':i:'bit"eti:;t--tlif1.:-..:------j I".~ounty --~~m~~f-----------___1 d Remarks: lfoo~·[J)[Ln@illlf~.5jEAL TOTAL AMOUNT PAID $225.63.. I NOTE:This Trip"~~te Receipt/to b.retoin~d f~r ~udit pur~oses,n JJL :'~....[0'';',/......./?4 II ';~.'~'1";'to""]JS-l04 Receivedbt-'~~...I •..1 ~'~'i'. I NOTE:In accepting tlie'transfer ;inheritance tax on future estates,prior to the death of the ~fR"'~I (~atun;}a,L tenant or tenant for years,as evidenced by this,receipt,it is understood that the Commonwealth sliall ~l iQ' not be precluded or prevented from h,~~ealter assessing additional inheritance tax at the death of the .r ~,0(frA) ,,life tenant or tenant for years wh'e',u9ver it oppears that such additional tax may be legally due and•.''xx.-'~(Tie)"'~ 'collectible for ony reason whatsoever,\,.~V 'I Jl .~f r !___•~-_~__~.._:......'~4Jo..~.._"..P.......'__"··......_:._·..•-:;~~:..._.;._--:.._~_~_~__.:,, .~---_._. ..-....... .-.~. Ii " If'ji'\ A ...T \\il I ,\',n n ....;,TA~IFl'T I,JOH~l!\d.i,'1 At 1\..~k...:..of Cecil Township,Washington Countw, Penns\I vanIa.Ilt:'ln~of sound mind,memory and understanding,do hI"!'"rnah"and pllbll ..h this my Last "'ill and Testament,and re- \01.:('all \\'i lls by ml~at any time heretofore made. .;U be fully paid dl,d~c't .....t'il l!;'h -ioon as conveniently may be after \ I'.I 1\ FIRST: my decpase. SECO~D: 1 dip'ct nil my just debts and funeral expt:nses to 1 giVt',d l'V ise and bequeath a 11 of my estate,real and personal,to m)t hI 'rln'n.~llCHAEL,JOHN and ~\\RY,share and shay·t-',{I i l..l . THIRD:I nominate,constitute and appoint my two sons, HICIIAII ;lI!J ,',1\1\.or t ht·,..,111'\i."I Ol LlWIlI,executors of this my l.ast \\Ill and r~stamPflt,to =il'I'Vf'\\ithout bond in any jurisdictiol . i \'TEST 1\10,\Y \mlld ()(',I hav t'=>l~t my hand and sea j,this if ~j day of .'p I~J-(--..--1((..,1969, Signed,sealed,published and declat'ed by the above named testator',as and for h i.s 1 ast hi 11 and Testament,in the presence of us,who at his request,in his pr'I'sf'nce,and in the pl'esence of each other,all bej ng pI'eselll at the same time,have hereunto subscribed our nam,::",as witnf's.--ic,.... -,-t .. " ...~. .uu I .00 T 7'7 5.00 Z9 50 33450 145.25 14525 1l~.00 1250 45.00 11.00 20.00 30.00 1026 48.16 . 455 1 30.00 63.60 - f\2451'(\-rJJ)9 0 .0 0-V Z1.46 55.CO z.,OG9.54T