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HomeMy WebLinkAboutOC1971-0413 - ESTATE OF TOKAR SRCo .3 -7/-/{/-5 1\ffibuntt ®f iExrrntnr ®r ~ltmtut!1tratnr ~tate nf 'euusyluania } Qtnuuty nf lIas4iugtnu ss: Personally before me,the undersigned authority,a :.No.tary..P:ublic _in and for said County and State,appeared ...JyUQHA~I:..!__r.Q.KAR......JR,.........._._.._...._...__.__..W:10,being duly sworn according to law,deposes and says that h3 is the executor mxxll1:oo:im~x of the es- tate of Mi~ha~l.1.\).k.ar _~S.r ,__.__cecea:sed,that the foregoing schedules constitute a complete inventory and appraisement of the'real J,nd personal estate of _Ml~h?-.~.L::r<?~.?:r.J.._§r..~, deceased,except real estate outside the Comr.J.onw~althof Pennsylvania;that the f.gues opposite each item of real and personal estate in the fo::'egohg schedules are determined and stated by the undersigned to be the fair value of said items as of :he date of the decedent's death,b'lsed upon a just appraisement of each item made by the E,bove named Executor..~d'~:OQ;:4~'_~:b,;:'1~t~'?6 }~~(~~ .Li~~y~~.~. MW-Commission Expires:2/5/75 ADDITIONAL INETRUCTIONS ash¥:gtgR,in~Rto¥Srn~t~Pb~<fH~J~ithiYi:three months after appointment of personal r~presentative. .2.A supplemental inventory must be filed wihin hirty days of discovery of additiond assets. 3.1 Original and 2 Copies and 2 RCRI-34,Uncer $::'0,000;1 Original and 2 Oopies a:r::d ~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 EEtate -Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 31uueutnry aub .Appraisement of .he goods and chatteh,rights and ,:rdits which were of .)VH~.h.9:~J...'ro.ka.:t-:",.::Sr•..,,late ,)f c.anto.n.To:wnship,. Washington County,Pa.,taken and made in conformity witn the above affidavit. J PERSONAL PROPERTY: DOLLARS CENTS' Cash on person. ! Savings Account -Mellon National Bank and Trust Company in joint names of Mike Tokar,Sr.,or Mrs.Ann~Scalzi. Interest on Bank Account. REAL ESTATE: Lots 10 and 11,Tylerdale Land Company Plan ::>f Lots recorded in Plan Book 2,page 49,situate in Canton Tow:1.shi:.:>,Washington County,Pennsylvania,fronting 60 feet on Griffiths Avenue and extending back therefrom 140 feet to Alley F on which is erected a 101 CO 15,981 33 359 5':' 3,500 00: frame house and garage.For chain of title see deec.of John, Reichert et ux to Mike Toker and Elizabeth Toker~his wife~dated 1'IIarch 6,1929,and recorded in Deed Book 560,page 418.The saiki Elizabeth Toker died on July 2'1,1947. 'FOTAL 19~941 96 ,#;.• :.~#••; 's 0 0I [.IlJ 0 -,.,JG 1JO IL f ,~'~~:"I ••~\I 'I I.~,:~I ,..~'.(,# •..j I J"L5 ~/f13~""""_~_...:.............'..~__...."'_->_"_....'.........._•...--_.__11,__.,,.'__"t_'--....·...tt _.......---'----_...'-....H_.-.·__.__W...,...,",,",'-'....".....- •.----........_-- !. fil 1 LAST ~I LL AND TESTAMENT ;I:, III Ii I'!, OF MICHAEL TOKAR,SR. I,THE:UNDEASIGNE:),MICHAEL TOKAR,SR.',OF'10 GfI!t",F'tTH AVENUE,W~SHINGTON,?ENNSYLV~NIA,DC ~EREBY MAKE IND D£ClARE THE F'OLLOWlnG TO BE MY lASl WILL .N~T~STAMENT: 1•I DIRECT THAT MY ~UNERAL EXPENSES AND T~E EXPENSES OF"MY LaST ILLNESS BE Pa 10 AS SOON AS POSSIBl[IF'TER MY D~ATH. 2. ,I "11, ,, "I ", REIL.PERSONll AND MIXED,AUD WHEREVER SITUITEo UNTO M~ THREE"(;/))eH LOREN,MICH"El TOKAR,JR.~ANNA SCALZ I,~"[1 HELD...LOCKfvlAr-l,IN EQUAL SHIlFES. I NOMINITE IND APPOINT Mi SON,MICHAEL TOKAR,JR.j TO ACT AS EXECUTOP or ~Y ESTITE. IN ~ITNESS ~HEREOF,I ~EREUNTO SET MY HaND AhO SE!l, SR.,T[STATOR,as liND F'OR HIS LAST WILL AND TESTAMENT,'I"OtJ~ .f' L, Ii \, iI I I ;' 0,I,,II, "q A.PRIL MICHAEL TOK~R,S~. S I GNEO,S ElL ED,'PUBLIS He 0 •NO 0 r C La REO BY MICHA::L IIIIiI (SEAL)i I I TOKAR 1 I I'PRESENCE,WHO,aT HIS ~EQU£ST AND IN HIS PRESENCE AND 11lI THEI: "Ii PRESENOE OF'E~CH OTHER,H~.vr SUBSJRIBEo OUR NaMES IS.W'~NE'SSES I I ".IIL'J.,...rm.-,7n~lm 3'f;... STATE OF PENNSYLVA~IA, WASHINGTON COUNTY,~55: The within named Accountant being du!ly sworn according to law,depose and soy that the above account as stated is true and correct as ~~verily relieve. Sworn and subscribed ~'fore me th"s ?~. day of ".PS~·.?P~f!"-_·_19~.L.. .jJL~~:J7~~.Notary ?tiblic My Commission Expires:Feb.5.1975 Washington.Wa3hington County.Pa. Washington County,55:I do certify that I have given legal notice to 'JII persons concerned of the filing of the within account in f,e manner prescribed by Statute and Rule of Court,as evidenca by proofs thereof f.led to No..W.--::ll-~.8.".3S . Witness my hand and official seal thi.s.."JS~. day af.~...CYiii~..;....~.InL..l<~.'J~. Regi~ter'_of Wills.. "0....>:l::l0 d1OJOJ< .:~!~!(/):~1 "\:. P:.-i ~10~i ril ~1 qj (rfJ .... Eo<.-Ii s:l M,<cUi ....p ::l ...-li Eo<Oi s:::~l ~:0 s::!OJ '<:I;t!rn E-ij '.-I:'"ril ~i ~!cUi 03 I:....:l!~:s:l...-li '"O!~!Ci ... t-:~i ;:::li :a ~Q) s:::.....9 .... I:o!.~"'~j cUi ....'ElJM:'U!vi 0 03 Wi ~:....S Q)!H:CJi Q)~ u!W:~i ~I ~,<:.:::.... Hi c ... Hi •.-1:s:l ~s:l 0 ~!~i '0 rt rr·s:lz<"",,.... _•._--'--- \ .! ./_.~..',..... '.'.,..:. -_......---""--~-~~"- ,-,,' '...~... ,... -.....~ -,,0 •__i.,4 ....,--....." .' The Court is nspectfully requested to determine proper distribution in this estate. ~~~U)j ..Q",jl<\44f\ Counsel for Accountant r } -, , tTheFirste:.nd Final Account of Michael Tokar,Jr.,Executor )f the Estate of Michael Tokar,Sr.,deceased,late of Canton Township,Washington County, Pennsylvania,to-wit: The Accou:l.tant is charged as fof..ows: To Amount of Inyrentory and Appraisement:$1'9,941.96'. The Accountant claims credits out of the 'asse:s of said Estate as fohows: Apr.1971 Register of Wil13 Letters Testamentary $14.00 Apr.1971 Observer PubliEhing Co.Advertising Letters 14.0C Apr.1971 Washington County Reports AdverEsing Letters 14.0C Apr.1971 Rev..1.Jugan et al Funeral Services -, 101.OC May 1971 Russell Marino~'Agent'. ",- Inhetit3.nce Tc.x 560.00 May 1971 Abel Funeral Home 1,015.00 May 1971 S.W.Miller A_~ency ~.'"-Fire Icsuranc:;Premium 25.00 May 1971 May 1971 ~.',RIchard Harcom,M.D: ,~\"~. Kurtz Monumect Co. Medi~f-lServices.- ,;,,',f ~(" ",rn'scriptionon Mar;ker 16.OJ May 1971 County Treasurer County Tax 22.32 May Un1 Mildred Mosier,T.C.Road r:='ax 18.5:4 June 1971 D.M.Dunbar,IJI.D.Medic31 Serv:.ces 50.00 '15.00 Notary Public 7.00 Trans~er Stamps on Deed 70.CO· Attorr.ey for Estate i,040..CO Preparing DE:ed and sale 75.OC of Real Estate 'Filin§Invent'::>ry ,9.5C F"ilinf.Accou:1t.. Recorder of DEeds Jay W.Troutrran C.M.Troutman Jay W.Troutman __---'---$3,15.~.36 BALANCE FO~DISTRIBUTION -------------------------------:$16,1'785.60 Register of Wills Register of Wills Aug.1971 (Jatr.1971 o.gt-.1971 Q~1i.1971 O£t"1971~'..../. Q.t-..1971 ;Observer -Reporter. WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In complisnce wLh the Newspaper Advertising Act of 16 May,1929, P.:.....1734,a.s am'lnde-j. Cornmor,wealt',of Pe1nsylvania,County of WashingtJn,SS:. Penonally appeared before file,a Notary Public ir and for siid County anc.State,_..Ri..<;.~.nL.~.~c..QW.~.n.,WllO being duly s,worn .-d"t '.d'd th··t h .thO Vi ce-Pr~'sj d"'ntaC'.ol ng 0 .aw,e!={)ses an says a e IS e _~'-. of the :>bs'er"'er Pub:ishing Company,a BennsylvaniG'corporati)n,and its aggnt b this behalf;that the said Company is;the Dwner and I;ubhsher of th3 Ob3erver-ReportEr,succ'essor to The Washington Observer,esublished Sep-te1rrbe,r H,1371,:md The Washington Reporter,E<stablished August 15, 1&)8,a daily news:p:=per of generalcil"culation,printzd and pu.olisned and hc.ving its p!ace of :msiness at Washington,Washington Coun:y,Pennsyl· vsnia,where it or .ts predecessors have been established and I;ublish!ed cc.ntin'Jously for mOl?e than six month3 prior to the pr.blication cf the notice h'3retOo attac~led;tlHJt the printed n{)tice or advertis.ament hel"<lto attached iE a 'C)py of an offiJial advertisement,official notic..,legal no'jce'or legal ajverfis,eme::l't,exac:ly as printed 0:'published in th3 Obs1erver-Reporter in i'·,s re 5Ular "ditions on the following date or dates;..______. . .--__ __.Ap.r.i.L.2.6..,.May.3 and 1.Q.,1.9.71____ fhat ::leithel tIre affiant nor the Observer Pub~ishing Company is .nteres,ted :n th'3 subject matt3r of s,aid notice or advertising ar.d that all of the all-ega.- :ions'of th,s affid<:.vit as to the time,;)Je/and charac,t//Ff publication ire true..,...~k~__.1..~~ 3worn to and SUbsc~:efore_me thiS...l0..d~y 2:lMaY;l97.L../······~·#M~R~~~~~ WASHINGTOl WASHINGTON.COUNTY MY COMMiSSION EXPIIlE:i Mr:Y 6,1972 Washington County Reports· Wishirgton..Pennsylvania :PUBLISHEC BY WASHINGTON COU....TY BAR ASSOCIATION) PROOF OF ?UBLICATION In .:ompliance -vith !he l"ewspa?er Adv~rtising Act of May 16,1929, P.L.1734 Sec.3,paragraphs (3)ar,d (25). COUNTY OF WASHINGTON}SS. STATE CF PENNSYLVANI.a Per.:onally appeared before me,~Notary Public in and for said County and Com:nonwealth,=HAllLE~C.KELLER,who,being duly sworn,deposes and says:that he is be Editor of the VolASHINGTON COUNTY REPORTS, the officiatl legal periodica!fol"said Washinfo1on County,published weekly hav,ing it;place of bu:;iness at V""ashin&ton,W~hington County,Pennsylvania, and is acting as its agent in this t-ehalf;that the said WASHINGTON COUNT'{REPORTS was estal:iished ::m Marc::!31,1920,and was designated as the off:.ciallegal pLblication flr WaEhington County,Pennsylvania,by order of the several courts cf said Cour.ty,dated Nove-nber 11,1920;that the p-inted notice or advertiseme:lt att~ched heretc·is a CO?y of a notice or advertisement, exactly 'as printed or published,which appeared in the said legal periollical in its regula:issues on t:le folhlwin?;dates: ...............:~l?~.±??I ??..I!.....~.?.?..~. ..............:~y.~..!!!~.?!. Estate Notices Tl:~Register .,f WiHs has gnm:ted lettert;,testamentarJ or of adminiatrnt_on, in thE following estates.Notice ~he~by given to all person;indebted ther.:tc to make payment without delay ane :totl:ose h~vin?;claims or -demands to p;ei:ent them for settlemen:to the Exec:Itc'1'S or A:lmbistrators or taeir Attorney"..............~... TC::lKAR.MICH....EL SR.,a/k...a M-:KE 'rOKER,Dec'c..':-ate of Canto:!Township,"V:Elling-'on County,P"nna. ::;xecutor::VIicl:-ael Tokar,Jr 3 -Kiza-')eth St..Wasl:ington,.Pa. Attorney:Ja:;-W.Trout:nar,316 "'Vashington T11lst Bldg.,W£>lhbgton, ?a. that the cffiant or the corpora:ion b behalf of which he is acting 1S not interested]in the subjEct mmter cf said notice 01 advertising and that all .,f the:~g~~~of this affic.avit 2S to the tp)1'.ce ;~d;aracter IU PUb~~~ t;Jkr;uLt~&j ~,/-.l£/I /~ Sworn to and subscr:ibed I:.efor~"k.~~ .......§.!E.,day of ~~Y.\19 ~.~.. ~_<2/d~ My Commission Eloires lily 1~19]4 ~u tl1~QIuurt nf QInmmnu ~lra.a of lIu.a4iugtnu Q!uuuty ®rp~uun ~<!ruurl mtut.ainn ) In the matter of the Audit of A;ccount in \ _E-"-st_a_te_of_M_i_C_h_a_e_l_T_o_k_a_r_.,._s_r_.----I TO THE AUDITING JUDGE: -63-71-413:1'-0._ Enter__-=m=.,y'--,arpearance for_-=-A::..c=c~o:...:u:..:n~t:::.:a=n:.:t.:...._ November 1""1~~.l..l(\..L-_,day of ,19_·__ N.B.-Counsel shaH.by separate paper,prese~t a concise statement of each GIaim,with sE.pporting calculation of :;.ny in~erest claimed.Objections to an account as filed,shar::be concise'y StE ted in a separate paper. Council sugge"ting proper distribution shall file a separate concise state- ment in that regard. No.63-71-413 In re Audit of Account in Estate of MICHAEL TOKAR.SR. AUDIT 'rtt~ript fnr i\pP~ttrarttr FOR Jay W.Troutman Attorney ~2 p ~..;;."-<-. PETITION SU R AU DIT IN THE ORPHANS',COURT OF WASHINGTON C'OUNTY ....-'..-..------J...-..'I'estate Form MICHAEL TOKAR~.SR.Estate of __._._.__.__ Deceased N 63-71-4130 _____._. Fiduciary_.Mt~.~9:~~..l'.9.~~.:r;.~....rr.~..__,. Date of Date of ,. Decedent's death M~E~~..~~!~.~!~__Grant of Letters ~.I?!:g..?~!..:.~.~.?}. This is the ~~~~~~~~..~J~?:L 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 Not Applicable Under Dr Against will.(cross out one) Date Election Place of; Filed _ _..Record..::,,_._..::. Name of surviving spouse_N.<?~~__._..____:._._._.._..___ __..__.__ _ . List issue,where material: Did decedent marry after execution of will?(indicate}:Mex.No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them _ _ _ _ _____.__.__. --_--__------__-_-_----_-.._.._-_.._----._.._--___----------._-_..__---__--__-----_-------_-_-.-_.:_--_--_----_. Leg.atees Michael Tokar)Jr. Anne Scalzi Helen Lockman Relationship Son Daughter Daughter Interest One-third One-third One-third Fiduci'ary,if deceased O.M not sui juris List,if exceptions to above:Adeemed: None. Revoked:Lapsed:Abated:Give Couse: If partial intestacy,give facts:None. 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 c;f the account and of call of audit?Yes.:No."' If any exception give cause:. File copy of Notice N b ~7 . and date of mailing <;>.~~~~.!:..~.~~.!:._. Is estate subject to the filing of a Federal Estate Tax Return?N.o.•............_. Actual payment made on Pennsylvan a Transfer Inheritance Tax.Amount $~.~.9..~.Q.9 . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ,. .............................................................._~~~.!?:PJ?~.~~~?-.~.~. Give Names and addresses of all unr::oid 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 'hill as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement :Jf any other facts deemed necessary fc,r the preparation of the adjudication: None r·I l)"_ , Balance for distribution per account, Itemize any additional debits not shOoNn by account: Total additional debits (Add) Itemize any additional credits not shewn by account: Totcladditional"credits (Subtract)J Balance for distribution ....., l $000.00• _ •~~a .._.,___.. $.....~g.Q.00.....~_-. $J~J..?~§:..?Q . $}.~!..?~~:..?~. If balance for distribution is not in cash.list each item held in kind,giving appraised Value (or distribution Value); 4~..~~_ -,;'-.-..-- If Family Exemption claimed by Petition,give place of Record:,~~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Family Exemption is payable to daughter of decedent,Anne Scalzi.who was a member of decedent's household on the date of his death. List any advancement or distribution on account that has been made,and nature and amount of sane: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:, $1.500.00 to Anne Scalzi Jor Family Exemption.and balance as follows: "I One":third to Michael Tokar.Jr. One-third to Anne Scalzi.1 , One-third to Helen Lockman. ., •1 ! ' COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~9.:r.n doth depose and say that the facts set forth in the foregoing petition are true to the best oL bis knowledge and beHef. S::w9.:r.n to and subscribed before me this ~.ll.ffi d~y of ~~Y.~~.?~E 19..~.~.. Sign.:Jture of Officerf.1h~'-:2n....JI~~ Title of Officer N.9.t.~.r.y..:p.l.:-!!:?H.s:. Office expires :f.~.p.,Q•...:Un.Q . Washington,Washington County,Pa. And your petitioner will ever pray,etc. .~if~.~.... Michael Tokar,Jr.(/ .~. No..~.~.::-.?.t:.11.~.•,•i I • ,r..•loJ ,~ \'.1" .....;t .\'", ::-....~..~.~4 \. ",'\'.( " ",'..~, ':;.,~~.:1..-....::-,- " '\ f c").'"- t-", f ~~.....l (')r}i'f 1\Pt'·2 J\r!' ~i i..... "'Of'IPlLd,ll' Deceased Estate of MJ,C.BA.E.L..::f.QK!.\R S.B.. 'Jrt• Fiduciary....MJ~h~!=:l.T.Q.ka.r......J.r:•...............f~:~U SS,["t.l.f';~!~'\'{j nEG IsTf::n (;F Vil LL5 '~lASH1N(~l()(~CO,.PA.,-, 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. 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.Lcttcrc TottQm~ntQry nr Arlministrotion C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of IJdvertisement 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. ...........~.~.y..Y!.~!'g.~~~~.~, Attorney ~2 ',,::'1 " ., ,.: .' ~' ,[;Ii;... .".'.,.~ ,..'..~ ., " ,-: ",::, '.i.' #0...."" .., ;1 • '. Ie....,'",'.i l' :<....-..... :i.•.". " '.. :J'. .. '. ." " "~, " ,;.' ,. \ >• t..". .., " !to t:.. '/""I. '.. .. ! .il, " .....~., '4 ., ,. '. " ,) "-.. yo'" '. ... .,....... !1'.I' ~~.". " " "<. "I . "'.<,-•• ..'10,·.". ,;!, ~,'1-"'".,' ,. .~ ..,. " ,1~ ,'. ..' ..",,." '~'~~~~'~' 'f'••....t"':" ......-~... ,~,f ,,'v<~' ,,"~-..~ , " ~.! •~.,'....., ['., or '.. •i ~~~.>,t~. •....,l,1- ';, .,.'i ·r;~,.....~(."'.~. .t.' . r-",;'...~, ",~'..~ ,.',.-"",~..J""(~. ~",r::;.~.';; '-,. .~.'t~~ ;!:I."Ii "I. I"_.~ {O. " .~,. !I".(I;'" ""~,"',~:.{-4""' l''," ".. ~.. ".". .~~~", f' ..-1 !"-.'I '.. .... " '..~.~-. •,:',i' oH'.i •".'-~,r:" ,~....~~''''..'' ;":'1 • ·f -, 11_,.iI .~'..,..~..~ .,,'~,,• ...:.' I'" j "......:':.;;.;'Itt,. ':t'~~ f-.....~I-';-': .,\~~'~.<C t''~::r~: ,'••!I'~~~~~,~;.\..:,.,. ",,"".;.~'"~lII.r~~!.'" " .. ," l ' "' .', " I·t aJnuntu.-- ESTATE OF mnu11 of ([nmmnu 'lraa of lIun11iugtnu Jeuusyluauitt.®rp4nu!i -<numt llliuisinu Nc.__6.:;...3-.....;7_l_--t-4l-=3c.....-._ Michael Tokar,Sr.,a/k/a Mike Toker, deceased First and FinalInthematterofthe,__'_ Michael Tokar,tJr.Account of _ Executor' ADJUDICATION AND DECREE A d January ~19 72 h"'f h .n now '..,__, t IS matter came on eo-eanng, audit and distribution at th"s session and testimoY take,n;and thereupon,upon due consideration thereof .th~b~la)1ce for distribution in 'the hands Jf the Accountant is determined to be $16,llj;2.bO and the account is accordingly confirmed;and it i5 ord~red, adjudged and decreed that the said balance be paid ot..:t by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions heret·)be filed sec.reg.or on oppeol bekken herefrom sec.leg.~"";f2 1', SCHEDULE OF DiSTRIBUTION .' Balance per occount ~_ Balonce,_ Deduct Clerk's Costs &Rec:eipts _ Attorney__...:::J~a...y--:.:Wu•...;.·....::'I:.=r~o'-l:iu"-l:tl..:.:ma~n~---___.--- Anne Scalzi,daughter,Family Exempt~on,in cash as requested at audit, $loS,785.60 Michael Tokar,Jr.,son,1/3 residue~ Anne Scalzi,d~ugr.:.ter,1/3 residue, Helen Lockman,dat:.ghter,1/3 residue., 5084.54 5084.53 5084.53 No ba:snce j'r" .. r.),,;:) 1 •," ...' "t.-1"\ "t ''..,)'-.>( ~...~. ,f "~ o-~aro-o.... .~..oI::J....o.... 5"" ':t,ro 3o~., o.... :f-ro .'.,- ('r•~;=.". ".;./, f)-.~ r" t--:...~. .f'"'Il" .., .........1,....:} c._ ~.~j"'c,-..~.=:_!t ", -"",,'"~):;:'~I ~ Co :r:'~~..:.:::.~l__ ~Jf',7 .,..,.'.~ .....r"\ r"'~ f--'")' ., " ,' r .. " .).,.'.- , " ,.-,:\#, J " " ;'.. " .~.',,~ ", or."•"1 .~"",' " ,' ,.,•.,.jI••'--;.......~ •..~,~}>r ~,~'.~ _:'"-. ,+"~'"'~ .."'-,'. ,, ~:'"'.",' ~.....<I,..,,",."': 'IP.hej~G.~urt w'hr resume the'call of the 'audit .'.'I'.": ".1'Wed~~Sday:;I2ec~tnber j/5;1971',at.-~O:OO A.M·.,-EST"~ '" "r 'i'!f':- '","'-,...~.-'"'.-,.-.~.'~~,-..~.~~.~ JAY w.TROUTMA~'J,Esquire,.of'Washington,.Pa., ,;rePr:es,enting',th~}~'cF~ountHnt."'."',,'' .,:,.'.-;;(;J'~~::;',.~':";'":i ;,"'I'. 'i:~' ~Th;;HOnOrable~·.'ymCJ?NT MARINO,Judge of the :said'Co'Llrt.."--,c "• ~t ";,:J -.' is ,Jay W.Troutman.Mr,Troutma~?.' "...'.l',,~,,~•-".",~..'• ,:§r.,deceas ed.Tl].e Exec'Utot:is,_vl.lchael;!oka-r,Jf'.,,arid'the attorn .--.,t;· ,J ~'. 'l{st"f~r the fdurth'quart'er,6(l'971 .·~e:,w'hi tOd;.>;~'~nside:r:f;~~ujit' ...'~...'.'"•~"•'..'.'..;::." -c.,,,",'~-..'"', ,."\~'....~__./>',;,._..".'~.'1'1.".,_.•~:.~...~• the ,accounfs scheduled"forla:(~a:Jiingon,Wednes d9-Y....December 15, ~'.•..":1 -~•i",..•-.,•~.1.•.•-,(f...-"·~i."•_",,'"~."..._.t~~~.\~" ',''The ii~st a~count is 'N'timber.413 of'1971,'t'h~'estate of Michael T::)ka •~..'.4·.-ff ..'!i-'~ .....t 2E '~BEFORE:., i1u:i.. 3:, 'INRE: c:..-.,: ..I« "(; a,',=.TINFE:·~"'"\,t:;,. ,.".N-.'"lO; ~'".~,~,,APPEARANCES:Iii '~,. " :f '\'.' f1;, , ",. t ."MR,:T BOUT IVlA'U:' '~,·tt ,th~'Court please,.i p.,h,:e th~Audit'Petition ••••oF-•,", ,; ;.. ~,'...:".' ,-. •.'".~ ij._I.. "There are "n6'\1npaid bills 'and no coo'- '.,rl 1<,." ,,Is'there"Eny~'ne els:e in Court'i~ter~sted i:l . ••.•~r ,. .'.T ','" plications :,n the 'estate'.,r and oth'er lrequired pape,rs. T~ECOURT:"- ,, ,"",,'.',-,'" ;.". ;'.:>;0',;-:' ,,4i".;'J~:.<-;.. t" ,' "" ',-, ,~ ""2 ", ,.- ." "' ,',, ",.;f.; ~~Th~~udii 'of this acc~un(~s.ordered dose'd " ,'(AUDI'F'CLOSED )' :('NO ',RESPONSE ) .,:t·'ct.;.~ ,,' "' '. ,' '.". .by 'the Court, .~~:~~.~~'., 1 "~J "..." ..... . " " ... ••·t'" '; .' '[0 "'. '.. ~" ;)...,'(0 ~"..~~..." n .,. " " "-...j,. ';". '. <', ....,J t..~ ~.,,'" ~" "~"," ., -....,....."..... I~I " '-... " t:.. ,. ... ,.~''..' .:".... iJ.••, .. .;.. '. .'.0. ",." '. .. ','" ,f ..'1,.',,.. ~-..., :.'.. ,. t"",· .i•.·'·'; " ,' .' ",.~-'. ., .' ~.~I "'... ,-,..: .2:':>:""'.~..i'. :,III,:c, ,~, ". ". ..... 'i, '...~ ''-,\,,' ." -I ", '. .'~ .6,'-.' " I'I Mike Tokar $r.or •.,f ."~,~ ,to! , --~,,' "t"}\ .t ~,.{"i,. ,'. .}..,..,.,.;:'.. I "\ ~.-It,';'~... ~It,~'::··-i ~~,~,.~~ •,.'J~'~t~~'-l.."i,~... I· l W,4ehtngtoft.,.._.15301 './Dear Sir: ...~('. Pennsylvania Deportment of Revenue .Bureau of County Collections 26 S.4th'Street . Harrisburg,Pennsylvania {I "",f':~. ",I -. TO:r-ffiS.AlmE SCALZI WASHINGTON,PENNSYLVhNV.15301 'i .F+r:;,c.-13"4"fl-69j .(~M.I,\'Q'NWEALTHOF PENNSYLVANIA,,~•DEPARTMENT OF RiypWE BUREAU OF COUNTY COLL'Eh"JNS INHERITANCE TAX DIVISION = OFFICIAL NOTICE OF lNHEP.ITANCETAX APPRAiSEMENT AND ASSESSMENT OF ~_SSETS NOT.SU BJ ECT TO AD~INISTRA TION rih Date:A:2pr~1.=·11o....!::2.."_:'-,-9t'1-,1,,,,--_ County __1w~Awq.u·Ho!:!·I~N!l.OG'-:!I.TQ~I!!.7 _ County File No._ Bureau File No._ We have received notice that,l1m'JiV'~XXXXXXn'XXXXXXXXXXXXXXXXXXXx:IJL~ on ,}tl,rcb 26 .19..2l....,yOL cameil1to ownershipof cer"aill property through ~~;:pQ;~W~XXX ~~~:x transfer from I;crKJ~rQKAH,SR.,Deceased. Under the Inheritance and Estate Tax laws of the Commonw~lth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is.in'posed upon you,as transferee. The property on which tax is hereby assessed consists c.f:_J:..;t:..l.:,..·.;:;S..=a:.,:.V'l.=·ng=s::......:.A:..::c:..:c:.::o..=un:.:t=-...:t::....::f5~7~4c.:::8:.....:.:h=el=.;d=-:-=in::.:.....:t.::h..:.e __ MKI.ION NATIONAL BleNK &TRU;;T COHPf"NY,\'JASHn~GroN )FF'ICE,W\SHING1'ON,P£NNSY1\lt.Nli\.In the names of MIKE TOKAR SE.OR NFI.S.ANH1 SCALZI.Opened 9-28-59.Balance c.S of date of death,$15.981,39 appraised by the Commonwealth,as of the date of de'ath,a-$15,981,39 50 %of this amount is taxable ·]t the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_ (A'gent for the Commonwec It~) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3)lTlonths of the date of degth of the deced~nt,or on or before June 26.'19 71 •you may deduct a discount of 5%of the amount of klx due,or D This tax became delinquent,fift~en (15)m~nths after the date of death an,d,in cddition to the tax,statutory interest at the rat: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 ,-~/;f--l'/.J ,/~'APPRAISED BY:_-'>.,-:7.c-I"'::;/:""':!.d.J.:..c'...::../....;1:.,...~...~>I...c:.,.:."'~.",",<,r)::.;..,_ (Inheritance Tex Appraiser) $ $_..L.7.....9,-£90~'u..7~O _ 479·44 $-------- $-================ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payabl:to:To insure proper credit to yOJr account this Official Notice must acco.npany you~payment.Mai I or brir.g it to: COURT iW ..SE WASHPJGTm~.PENI~A.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative -sJ<th~" decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to W'~~;;~'" 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 fUl1ds 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 determ'ines 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 dec~dent handl ing the admin istra!ion 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 required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. Sign'ature 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 $--------0 Date of Approval:_ Register of Wills / RESIDENT DECEDENT COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF 'EVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .WA.S.u.:JNG.:rQ=~.._ _ :.. IMPORTANT:This return must be completed in detail an.l fil:!d in duplicate,with will atta·~hEd,w~th the' Register of Wills of the County wher~decedent resided;Return is due within c·ne year after date of death,unless an extens ion is granted.by the Secretary of Revenue.(~ect,ion 703 of the Inheritance and E5tate Tax Act of 1961.~ IN THE MATTER OF THE ESTATE OF } MICHAEL TOKAR,SR.AF3'IDAVIT OF.........................··..·i·st~t~·f~li"~;;;~'''~f "d~~~~~"""".'EXECUTOR Late of .cQ.utQp....Tovv.ni;\hip..W~sbingtQ.Q.County ~ and sayS ::.:.;P;::~::~:::::_:::::_:--}.., .......................Mlc..bQ..~l 'l.'.Q.kQ..r.•..Jr........ ,fi~i6j{of the estate of the ·above-named decedentbebg duly sworn,depose S ......EUeutor Decedent dJed ....M.?-F~:tL ..26• (Month) ..,19?~.J testate leaving a last will,copy ,of which is hereto at;aclied.} (Day)(Ytilr)l H'X~~lK Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .JayW.T.rQutman ....._..... 313 Waslli[lgton TruEtl?~ilcl~rlg. Washington~Pennsy]vanja That as such Ex~.Qy.t.Q;r.deponent is familia;-with the affairs of said estate and the property con- (ExN~lItor-Admini8trator):..... Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box ~egis:ered in decedent's individual ncm~,or jointly with,or as agent or deputy of anoth~r,or in decedent's individull name,with right of access by a::lOther ~s agent or deputy,with the exception of the following:-. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION TIllS S.".FE DEPOSIT BOX RENTED RELATI0NEHIP a~JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDE~S TO DE:EDENT That the contents of'said safe deposi t box or boxes ·are itemized under Schedules of this---return,with the exception of the f:)llowing,for the reas:ms hereinafter set forth: That Sc.hedule A attached hereto and made part herEof sets forth full v and in det!l.i:.all the real property in the Commonwealth o~Pennsylvania of which decedent died haVing an interest the~ein.It also sets forth the mortgage encumb~ances upon each parcel of real property at the date of d~tb,gi¥ing the amount still due at death,nam~of mortgagee,date,rate of interest,and book and pag~cf re~ord thereof'.It also sets forth in th~columns provided ther~fore the assessed valuation of e~ct of ;aid parcels,the estimated market value thereof as of date of deat..of decedent. That Sc.hedule B attached tereto and made part hE'reof sets forth fully and in detail dlpersJnal property wheresover situated owned l:y the decedent at the time of death;all moneys left by th3 deced3nt at the time of death,whether in decedent's immediate pos;ession,standing to decedent's credit in b.lnks of deposit,savings banks,trust companies,pr other institutiJns,whether individually,or in trust for any other person or persons giving aJ.so separately the accrued interest thereon,if any,down to the :"ast interest day prior to decedent's deEth in the case of sav~ngs )anks,and to'the date of de~edent's death in all other cases;all bonds,postal savings,treasury certiricates or notes and other evidence of in- debtedness of the United-States to the decedent;all obl~gati:ms,whether by statute or agreement they are designated as tax free,of the lnited States,or any statE,or political.subahisioh thereof',or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,ric- tures,books,works of art,household furniture,horses,carrJages,'automobiles,'boats,and EJ1y and 8:11 other personal chattels of whatsoeve:-kind or nature,left by de::edent,together with the fairl:r estimEt.ed market value thereof;all bonds and mortgages held by dec3dent and of all claims due and owing iecedent at the time of death,and all promi~sory notes or other i~struments in writing for the payment Qf money of which decedent died possessed,0:'whatsoever nature,wi th ~nterest thereon,if any,givin~-:;he face value and estimated f'air market value thereof,and if sucb estimated fair market value be less -~han the face value,it sets forth briefly the reasons for such depreci~tion as to each item;all monefs payaJle to the estate f'rom life insurance polici'es carried by decedent:all annuity and endowment contr!.cts the proceeds of which were payable upon the death of the decedent;~nd all the corporate stocks and d~vide~ds due thereon and unpaid as of'the dat3 of'death,bonds and accr-.led interest thereon to the dat~cf'de·~e­ dent's death and other investment seeurities owned by the iecedent at the time of death,with the mar~et value thereof at such time. ~---------------- 1" 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 co said schedllle,financial sta.tements 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 fo~th 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 e~joyment 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 cony 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 su~hpowerattached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ~.§. ................;, ,day of ~0GtQp..~r.-193.~.:. ..ja~~·ry?~~..·····..·.. My Commission Expires:Feb.5~1975 W ashington~Washington County,Pa. ~~~- .S.E.~.~~.9:p..~t.4....$.t.~~. (Street Number) ....W9.:.~h.i.P.:gtgn.r.;p~P.:P.:.~y.1.y..?:P.:.~~. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC.-34 ('-64~ COMMONWEALTH OF PENNSYLVANIADEPA~TMENTOF REVENUE BUREAU 'OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT ., SCHEDULE .,A" REAL PF'OPERTY Real property in Pennsylvania,with statement of mortgage el'lcumbrances upon each porcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".?roperty held by the decedent as tenant in common with another or other~{shculd be identified as to quantum cf i,nterest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvanill should be· described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule Lots 10 and 11,Tylerdale Land Company PIaU""of Lots recorded in Plan Book 2,page 49,situate ir; Canton Township,Washington County,Pennsylvania, fronting 60 feet on Griffiths Avenue and extending back therefrom 140 feet to Alley F on which is erected a frame house and garage.For chain of title see deed of John Reichert et ux to Mike Toker and Elizabeth Toker,his wife,dated March 6,1929, and recorded in Deed Book 560,page 418.The said Elizabeth Toker died on July 27,1947. !(1)(2)(3) DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) 3~cJd /" $1,305.00 $3,500.00 ,.- Insert this total opposite "real property",Schedule "A"in the X:<X X X "As Reported"column on the last page of this return. $3,500.00 ~ .1 35'°Vl .. RCC-35 CUMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" PERSONAL PROPER~Y INSTRUCTIONS:This Schedule must d~sclose all tangible ~dintangible personal property owned in1ividually by the decedent,at the time of hie.death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal prope:,ty,titled in the name of the dec~dent,but payable at death to another or oth~rs,including but "not limi~ed to P.O.D.U.S.Savings Bonds ~nd tenta- tive trust accounts,must be listee,despite the fact th~t th~y are not of the administered est~te. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats~etc.) Intangible personal prop·~rty,such as bonds,treaSlil'y certificates,cash on hand anc in bank, stocks,mortgages,notes,together -with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary ir:said capacity,partrersh~p interests,interest in anyundistributed estate of or income from any property held in trust under thE will or agreement of another,e¥en though located outside of the State,at tLe time of death,should bE listed in this schedule. Item ITEM UNIT ESTIMATED DEPAfiTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Dc not write in this space) 1.Cash on Person $101.00 !0(-- i • i Insert this total opposite "Personal ProIerty",Schedule "B"in X X $101.00 1/I 0 f the "As Reported"column on the last pagE"of this return.I RCC-36 CIllMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT "..., SCHEDULE"C" TRANSFERS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his esta-;e,without receiving a valuable and adequ.'tte consideration theN!for?(Answer yes or no)No (2)Did decedent,within two years of death,transfer property from himself to himself ard another or others (including a spouse)in joint ownership?(All.5wer yes or no)No. (3)If the answer to (1)or (2)abJve is in the affirmative state: (a)Age of decedent at ~ime of transfer _ (b)State of decedent's heal th at time of making the trllnsfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of ::>rope~'t~without receiving a valuablE ar adEquate consideration therefor which WLS to take effect in posses;;iun or enj oyment at or after hi s ::ieatt? (Answer yes or no)r{O. (a)Was there any possilJility that the property transferred might return to transf~rer :>1'his estate or be subje~t to his power of dis"Josition?(Answer yes or no)No. (b)What was the transfEree's age at time of cecedent's death?------(5)Did decedent in his lifetime mEke any transfer witho1.!t reeeiving a valuable and adequate con;;ider!ltion therefor under which transferor expressly or impliedly re~·erves for his life or any perioj "I\'hich does not in fact end before his death: (a)The possession or er.joyment of or the rigtt to income from the property transt'er-'ed? (Answer yes or no)__~N~o~._ (b)The right to designate the persons who shLII pJssess or enjoy the property tranEferred or income therefrom?(Answer yes or no)~N~O~o~__ (6)If the answer to (5)(b)above i3 in the affirmative,statE whether the right was reserved iT-dec~dent alone or others ~_:_----------- (7)Did decedent in his lifetime ma"e a transfer,the consideration for which was transferee's -r:romise to pay income to or for the benefi~of care of transferor?(Answer yes or no)__~_O~~._ (8)Did decedent,at any time,tran3fer property,the ben~fici!ll enjoyment of which was subje~t to change, because of a reserved power to .lltel',amend,or revok'~,OI"which c01lld revert to decedent ur.der terms of transfer or by operation of ~aw?(Answer yes or nJ)__~~~Io~._ (9)If the answer to (8)above is i.the affirmative,was the Jower to alter,amend,or revoke the irter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these ques-"ions should be SUPpOl'"ted by affidavit by the attending p:-Iysician as well as a copy of the death certificate. NOTE 2:If answer to any of the atove questions is yes,set forth below a description of tie prop~rty transferred,it's fair market valuE at date of death,dates cof transfers and to whom transf~rl'ed,Nith relationship of transferees to decedent,if any.Submit copy of any trust deed or instrumen~~f tr~ns­ fers are claimed to be non-taxable,also submit detailed E tatement of facts on 'l'hich said claim is based. NOTE 3:List applicable property bElow in manner in whicL pro~ided in Schedules A,B,or E. ITEM NONE DESCRIPTION MAlUmT VALliE (Estimated) 000.00 DEPT.7ALUAfION (De;>t.Only) Insert this total opposite "Transfers".Schedule "C"in the "As Reported"column on the last page Jf this return. 000.00 #- --~:".RCC-:;>8 COMMONWEALTH OF PENNSYLVANIA THAN:::;FER INHERITANCE TAX RESIDENT DECEDENT "\ SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real md personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and oth~rs.List real estate first,as entireties,o·joint tenants,givin~brief description,as indicated under Schedule "A",plus the date and place of record of instrument eff3cting vestiture,but do not include e,tireties 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,adjres5 and relationship (if any)of co-)wners to the decedent. Description of Property,Date of Ac:}uisition,Name I Unit Address and Relationship of Co-Owne's,and Place I Value of Record of Instrument,where Real Estate.! Savings Account -Mellon Naticnal Bank ane Trust Company in joint names :>f Mike Tokar,Sr.,or Mrs.Anne Scalzi.Balance on date of death -$15,981.39.One-half taxable. pe:-centage Share Estate Valuation 7,990.70 DEPARTMENT VALUATION CAUTION-Do not Write In TUs Space. Value of Value of Entire Decedent's Property Interest I I i II ! I , I I I I . II Ii I ;l 1I, i Insert this total opposite "Jo intly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. 1"7 CfQ IJ,7;; '---~---~fHUJ ..:...-"-'0( RCC-37 (12-63)c~ COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ..'''.,).-. SCHEDULE "D" BENEFICIA3IES ( h ,RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or EURVIVED DATE INTEREST OFStatefullnamesandaddressesof.all who illegitimate children I:ECEI:ENT OF BENEFICIt.RY ave an interest,vested,contingent or other-are mvolved,set STATE YES IN ~STA':"'E wise,in estate),.forth this fact.)OR no BIRTH , Michael Tokar,Jr.Son Yes Sui juris One-third 3 Elizabeth St. Washington,.Pa. Anne Scalzi I n!lllahtpr Y.es Sui juris One-third ~ 10 Griffith''A'v.e. Washington,Pa. Helen Lockman Daughter Yes Sui iuris One-third 50 Crescent Drive Washing:ton.Pa.I I ,, I r Deponent further says that all the above-::l.amed beneficiaries ar~livlng at this time except below: NAME DATE OF DEATH RESIDENCE I Will (63-71-413 ~~~No.Year P.I<THE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF MICH.AEL 'r.oKA:a.~·s.:a... Deceased Late of ....CantQI1,'row.Il$h~p ..... County of W.aE)l1ingt °tl Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported"column #1.) 0 .c:..;~--0 ~.....0 ....ct>ct>0 $l:>....e:...'"'1-"::s '"'".:;:s '"0 ~:rl-er ::s --0:............e:....... $l:>~'"0><"d$l:>:0 --0 ct>r:r ........ (;).~0 ~"d t'%1 ":;:S ct> :(1).... '"..........:0..'<$l:>.....:I-Qct> :li :0 "0,(1) .li:rl-~ enc:::~._.~;(I.l •>.() ~~~~~~ W en rJ)~ ('l ('l:_::r'R"'::r'.txj '::::C1 ~.>=-::--- -00 -00 -GO -00 -00 -<19 \ '\ ~, .,.,. 'Vd "00 NOJ..:Jj\'dHS'IIA SllliA .:10 HJ.lSICJ3U C:~4 !(".;;if::1 S'=;:-:t.Jl~~ ..-.:.-... ,01:co:.-.:. :-3o •-3 :,:......... co'o :.-.co'O :00.0 :.-..:'... '-3'00 '0'0 ,0 :w>..'":01 ~_ :Oct>~'0'0_:.Q Oct;o~- h •-<19 -<19 -GO -<19 -fP.-<19gODiI:'tr S{;JO I L~ ff}-,..;4 i~ '>.. Jay W.Troutman,Attorney "-"'-""",--.(~ "('A .....'" '-,.'-l.~:~ ~.~:~:'S .~-•:> •~;r. •~t:J'-:<'t--.........:("",,'2"tv:~:""-J""'1_ :".02..•::s·~O8.. .C·O- I <I t ESTATE OF _--:;.;M.;;;.l;;..·c;;.;;h;.::.a:.:.e.;;;.l;;..._T_o.;:..k~a.:.r.Ll_S:.:.-r~•.Ll__L.ATE OF Cantcn Twp.I Washington County,Pa. AND AGENT OF THE COMMONWEALTH Form RC ColO "':7 /.-,/,.~.OFFICE OF TME p'REGISTER OF WILLS OF WASI>IINGtON COUNTY ~.6 -i'7/:-~/3 STATEMENT OF DEBTS AND DEDUCTfONS Oct.,,26,1971 D&T"OF D"'TH March 26,1971DATEOFFILINGAPPRAISEMENT_,;;;..._,,_=--......:..=..:.-=-__..........--=~~~~~.--:::..:::..;!..:.._ COMMONWEALTH O~PENNSYLVANIA } ~~.~_s.:COUNTY OF ~s Ington I,MoU!wilol:c""h..!.lai!:.:e....l!o....,,!TO-.lo""'k~a~r ....!-:J:~':~r..........-__~_~H£REElY CERTIFY,THAT.TO THE i1EaT OF DATE NO.OF NAME 07 PAYEE REMARKS AMOUNTVOUCH"1ll Apr.971 [Register of Willf:LettE rs Testamentary 14 00 Apr.971 Observer Publishing Co.Advertising Letters 14 00 Anr.971 Iwashington Countv Reports Advertising Letters 14 00 Apr.971 tRev,J.Jugan et al.Funeral Services 101 00 Mav 1971 ~bel Funeral Ho:ne Funeral Services 1 01~00 M::lv 1971 s.W.Miller Ag~ncy Fire Insurance Premium 25 00 Mav 1~71 Richard Harcom M.D.Medical Services 90 00 Mav 1971 Kurtz Monument Co.Inscription on Marker 16 00 M::lv 1971 Countv TreasurEr Cour:tv Tax 22 32 Mav 1971 Mildred Mosier,T.C.Roac Tax 18 54 June 971 to.M.Dunbar,M.D.Med:'cal Services 50 00 Aug.971 !Recorder of Deeds Trar.sfer Stamps on Deed 70 00 ,@§-tT•971 Jay W.Troutman Atto:-ney for Estate 1 040 00_.t:._:~_~.. (S)ot",.971 C.M.Troutman Notary Public 7 00---- G~rtT,971 Jay W.Troutman -=>reparing Deed and sale of real 75 00 €sta:e - ."C:!>'er.·971 Register of Willa ~i Ibg Inventorv ~;fiO _0c1·971 !Register of Will:;"H'iling Account 15 00c.'L...>1J \r--'-I ......./L..,I;"JIJ A,/I{1~6'() ~~A-'I~~C~~A~nVUAA'~f'A'AA./~Zt '~A J ;-rH)~,,I ((f/J I I I......... TOTAL (;,596I~, '-.-"" MY KNOWLe:OGE AND BELIEF,THe:FOREG01"lG IS A JUST AND TRU E S -ATEM ~NT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Michael Tckar.Sr. INHERITANCE TAX PURPOSES. ," ~~.="'''r~-..l ,-~·1"'---......... rz \J r c:c:> );>.OJ en AND AGENT OF THE COMMONWEALTH Form RC C·lO OF WASIUNGTON ., /•OFFICE OF THE REGISTER OF WILLS COUNTY ~:;~y /~.Lf/-3 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED I~0 ./ 4 ''''6.16 I 1;b~ THE SUM OF ...........•$(~I t -tq ..7 DATE APPROVED .,.(J I [....{~·_/L!VbJ1W./(,,~~ Register of Will.,Agent ESTATE OF _~lV~Ii~c±h~a!:.l:e~l_T~o~k~a~r.&..,....!S~r~!W,L.-_L.ATE OF Canteln Twp•.WashingtQn CQun:y,Pa, DATE OF FILING APPRAISEMENT ..:O:..•.:;,C;.:.;t.:..,.%...i"~=-6=-,!-..........l.Jo9u7ullo...-__DAn:OF DEATH Ma reh 26,1971 DATE NO.OF VOUCH","NAME ~PAYEE REMARKS AMOUNT (" Funeral Services Letters Testa Advertis Transfer Starn s on Deed Medical Services goad Tax Fi b I ::sotar Public T.C. bserver Publis:'lin CQ. ecorder of Deeds .M.Dunbar,::vI.D. urtz Mohument Co. Re ister Qf Wills A r,971 A r.971 :0-01.971 in ,971 !.:::o.~t 971 ;'t':iot 971 I, COMMONWEALTH OF PENNSYLVANIA } COUNTy OF _W..u...!a:=.Js~h~in~2t.=.;o~n~S8: --......&:Mu...Lj.l,,;c.LlhLi:lau:e:Jl--1.T..1oJ.Jk~ai:Ll:r....,...!3i2.~r:...,+i-HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF,THE FOREGO !NG ISA JUST AND TRU E srATEM£NT OF DEBTS.FUNERAL EXPENSES AWD EXPEHSES 01" ADMINISTRATION SUBMITTE~TO THE ESTA~'E OF Michael Tc·kar Sr. INHERITANCE TAX PURPOSES. My Commission Expires:Feb.5,1975 Washington,Washington County,Pa, ~;:'~1'~;.tr 1""1(f)C) ...i·_en2;~1,,fT~ ~-i ::;A:"! C) -'"C'......,...,"'n ~) Q 4:':: r ~... v r ~ :»(Il ~~ i'''":7'\1 1 •J !::;J 9 \ ~CC-81 16-70 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY CO',-LECTIONS HARRISBURG 17127 NOTICE OF FILING OF AFPRAISEMENT MICHAEL TOKJLi. (Executor~ IN YOUR REPLY I?LEA3E REFER TO Inheritance Ta<!)j.,isi lr:! 38-163-4 J In Re:Estate of ----:IY=lI=c=H=AEL=:::........:'I:....::'o=KAR=.......--.::S:.:.::R:..:....---.::a=t../~k:L/a=.....,-_ ',. __-.:.;vk\.::-S_H_I_:\I...;..GTO=...:-N__Cou 1ty-File No.__6..::.3_-7.:-1_--.:.41.:..::.:3:::.....-_ Dear Mr.Tokar, You are hereby notified that the -"',)!,!,.r..:!,ieg.=!=inld/alg",j"._ appraisement in the estate of MICHA3:L T<JKAR,.SR. has been filed in the off ce of the Register of Wills .)f_---!!W~AS~H~I~N~G~TO=N'______ County on Novemben ]6 ,19-7.1..,Sai1 appraisement reflects the following valuations: Rea I Estate__--=3~,c...::5....:.0-=-O.:.....O:....:O:....:·_ Persona I P roperty__)uO.l,J)....j,.jOtuo------- T ransfers _ JointIy Owned _----L7~,-"'~..L.9-"'O.L.,..,.LtO~_ Tota I ----_)L.I)~,~5::;..91.L<.o-f·7..uO:...------- As to such tax that is paid within three months from date of death,a five (53(;) percent discount is allowable.As to any tax that remains unpaid after nine (9)monf1S (fifteen months when death occurred from December 22,1965 to June 16,1971,inclu~-ive; and twelve months wher death occurred prior tl)December 22,1965)from date of dea'h~ interest at the rate of s x (6%)percent per ann Jm is charged. Any party in interest who is aggrieve1 by In appraisement may appeal therefrorr as provided by ~aw. Signed _-----"='D~OM~I~N~I~C~R~.~D~elo~1AR~:.'!-'IA~,~_ Title APPRAISER r DATE OF DEATH:March 26,1971 Note:This is not a b II. _0••l.'CO~ONWEALTHOF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY , (Initial) Estate of-...l.T~Q:.u.KAR!YJ,.__-.--JM.:I..I~CtJ..HwA...EI.LL,-..,..--aail-J/k~I~/a~__DATE OF DEATH 3-26-71 (Last Name)(First Name) REP)RT OF INHERITANCE TAX :\PPRAISER FILE NO.63-(1-413 I,the undersigned duly appointed InheriUnce Tax Appraiser in and for the County of_~W.~AS~~H=:~N~G.=.T~O:!N _ Pennsylvania,do respectfully report that I hav~appraised the real and :Jersoul property as reported in the foregc·in g ~eturn at the values set forth opposite each item in the :ast cohlmn to the right if-Schfdules "A","B", "C",and "E". Da ted:_..:.N~o:..:.v..:::::em~b=-e=-:r!:........:1=:::6~,'--.-:!::lcL97.w1=--__ INHERITANCE TAX APPRAISER I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do re;;pect- fully report that I have allowed deductions in :he amounts claimed by d~ponent,xcept as to those items where c greater or lesser amount is set forth in the last column t)the right in Schedule "?",which greater or lesser amount represen.s the sum allowed as a deduction. Dated:_ REGISTER OF WI LLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfe·rs (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Les s Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REAPPRA.ISED $~ i Valuation of life estates or -r=__L FOR USE OF REGISTER ONLY Tax on $---------1--A Tax on $---------1--<...6.$.,) Tax on $5% Tax on $10% Tax on $15%· Exemptions * Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $--------+-- $---------+--- $-------+--- $--------+-- $-------+--- $1...-_ (*)As evidenced by Charitable Exemption Certifica~E iSE·ued by the Secretary of Re-'enue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :------r-= $======= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to --~-C $--.JAMOUNTOFESTATETAXASSESSED$ Estate tax paid $I BALANCE DUE $....JL- Add interest at rate of 6%from to $-----1t=TOTAL TAX BALANCE $------1. PAIl::$....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are .Dade to the above computation of tax by the Register of Wills,for tro?er reason, same should be noted below,with Ehort explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MICHAEL TOKAR SR. Deceased Late of ..CANT.ON.'rOVfflS.»:u'. County of WASHIl\J}TON Commonwealth of Pennsylvania REPORT AND APPRAISAL .... .'~ iI ( I ./, .... 'I Fonn RCC-2 --. DEPARTMENT OF REYENUE BuREA~OF COIDiTy'CdLLECTIONS....... HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENTiNHERlTA}o~CE TAX APPRAISEMENT DATE ....November....16.,197.L . COUNTY }{N3.J~.~.~19.N . FILE NO.9..2-::.7~.::4.!~.. Whereas,I1+.9..~.~rQ.~e;R.~~I.¥l?:late of ~~~~.~'~~!.~_ . in the County of WA.$.tIINQ.':tQ.N Commonwealth of Pennsylvania,h~ving died on the 2.9.t.,h day of ~:r..9.h...........19 7.~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonw03alth of Pennsylvania'J , Therefore,I,.......................D..QMl..Nl..C.....R.ft....p.~.U\.................................................an appraiser duly appointed acco:.-ding to law, having been designated to make a fair and conscionable appra:sement of the said estate,and to ~ssessand 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 e=pressly reserves the right to appraise ane assess transfer Inheritance taxes at the lawful collateral rate on any such future intere;;t. Unit AppraisementDescriptionofAssetValuesMadeforInheritance 1u Purposes $ REALTY: SEE COPY OF SCHEDULE "A"ATTACHED TO APPP.AISEIvIENT 3,500 00 I i I I PERSONAL: SEE COpy OF SCHEDULE "Bit ATTACHED TO APPRA IS]}1ENT 101 00 .J'l'HELD- SEE COPY OF SCHEDULE "E"ATTACHED TO APPRAISEIvIEN':'7,990 70 '-1--- total 1l~')91 170 .. I .. .", - I i form~~v::hbI:~::rh~w~..~~~~/.~~.'.~a~~e~~~.~;.~~~.~.~.~~.~~...i.~..~.~~e 1~~.~/ .eQ..............~....R......~................................................... Appraiser.......................j{].............................................................................................,...............".......h 10A-j~~J~Street)Penna................................-?:t-......................................., Offiee) WASHINGTON ,County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....M:I:.9Hfl:~+.QMR.,$R.!~/k!a.. Deceased. Late of CANTON TWP. Date of Death,3.~~.9.~7l.. Appraisem(>.l!t Docket Vol.,3.$.. Page,l.9.3.~4 No 93.~71.~413 .. Filed in Register's Office,.NQY 1.6 19 71. Amcunt of tax due,$.. DIPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged,. •'1 ,} j' ~.., ,\ .'.... .,,'COPY OF INVENTORy; ,L?.5_"7i /j/~~ J • .',Notar.),,'?u.bUc, MICHAEL,TOKAR.,JR.;••.< .'. CENTS ,101 00. ,' I, .u~.~81',,39 359 .S7 .3.500 00' .~".... ., DOLLARS " ,, n'XX;lh~XXXX t·I p)~.-..~..'.,;Ii ,,:.-,' 'to ..r ...... Michael Tokar,S·r... '. .. joint ,namellli of Mike TOkar,Sr••orlh'"tiI.Anht·Sealrd. REAL ESTATE: .. tntetest 'on Bank Acco-unt. ..' ~•t .'in.'Plan ,BoOk'2,;page ~9.el'''lat~to.Canton TownshiP.-Wasbington.,... PSRSONAL ?ROP~RTY:'" .Q.ctobeJ"."~,t:11 .'. ,No.tal')"Public,;:'.;,' ,~y Com,r.nt,salon ,il~Pi:re,s:2/5'15~'t.',,:Waabinlton;,'iN lti5blngton County.,Pa.!' ",':.t',--.',,'"';;;'.,~..Y,",'.~':'~:,':c .c-"•'~ inutlttdrg.atb.'.i\pprabltmtnt r cit.:the [pods a;W chattels,rights and credits whi::h 'we~e ..'..Ml<:t.u~:erTok.ar.Sr.,,..,Canton Township.'".' of ;;;,late of ,:_.• '\•.'.W ashi~gton.County,.Pa.,taken drui made i~conformity with the abc:ve affidavit..,...-....."..•-1 ~. .·-ext.nding'backtheretr~m 1-40j"eet to AUey P OQ Whia~il!i e,l"f!tcted a,....; fra,lUeltouae ,and gara,g~.'For ¢ti..tnof :tttl,see deed.9t John >,"~. ,I .. Reiohert etu to 'Mike Toke-r and Ell••betb 'loker,biB wife,,'dated'~"'"-"~.-., " '.'··TOTAL.''"ill!" ...... ". I .' ..""";, .-~"'".,.t - .•>.". ", .-r ",'.... .', ~.,. +"", .~....~,....._I,J 1 '1j<~.•".. .' ... " ,,--..... .. r\......._t1\.~:,.:",·L·.. " 1, ~,,I''..•..•.1 A .•.~'~...",:1''I ~",."""1 ...i'll1",~, .,,,,. ,.j•..,j .... '. ....t·l~',.,.. .' r •...~,.,~:l:.'.,:-J !, .t :0....',10~II ~.. .''-,,'..I- ". ,ri •.1\. "''''1,*............._"r -t. ..",-?I' ,'"t';",.l.;....\., •I-..,....~.i."",!:\-,-,..1 .'•..1 ....'~..," >.....i>(-"• -....:......~.,...-.....~.........,..'~tf~~L>,.\....~