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Home My WebLink AboutOC1971-0417 - ESTATE OF ZIEGLERWashington,'Co~monwealthof Pennsylvania,do make this my Will,hereby revoking an~and all Wills 'at any time heretofore made by me. FIRST:ldirect'that all my just debts and the expenses of m/1as¥t I,LOUIS ZIEGLER,of the Borough of Canonsburg,County.of i {l ' ,i I'1 J. \~ I"I' •:,.! ,.,j \WI L L ~:,j.I', " I.'.. ;;"., ,.~ ('\.~",;.' i,' .j Hlness and funeral.be paid out of my estate as soon as may be convenient after my death. SECOND:All the residue of my prope rt y,real and personal,and wherever situate,I give,devise and bequeath to my \vifc,KATE ZIEGLER; PROVIDED,however,that in the event my wife fails to survive Inc for a period of sixty (60)days,I give,devise and bequeath one-half (1/2)of said property to I my danghte~,MARY LOUISE TROLL,.of Cleveland,Ohio,and the other one -' '"Il •j'I I f iIi :j "j'l~; I ' hiIf;I,I I,,.. half (1/2)of said property to my wife I s daughter,JEANNETTE WOODHOUSE,"I of Newark,Delaware.In the c\"cnt that either my daughter or my wife's d:l.ughtcr .".,THIRD:I appoint my wife,KATE ZIEGLER Executrix oC this Will. 'j . t,_. is not then H:vin.s,her share shall be given to her issue per stirpes.In the event that either shall not then be living and have no issue suivivlng,my entire estate shall be given to the other or her issue per stirpes. " In case oCher death,'incapacity or refusal to act as Executrix,I appoint::M.ELLON ~F.j NATIONAIS,';BANK AND TRUST COMPANY Executor.I give and grant to.,my Executrix ..b'1-:Executor,in 'addition to the authority conferred by law,the:,power ;.,\I, I ,'P' to 'sell allorany of my property,real or personal,at public or private sale,at ? '. ! :~,. 1,••,~ ..' t''-:." such time"clnd for such price and upon such terms and conditions as she;~r it may' '",.,. see fit,- .......~.,t..,-f.t f ., j' ).'A ,\ 1:.' r ~/".~", ,".....~·'.0, .,.:". " ," I,,' ",~.-,' "<.•j 1959. I'~~~~k" " ..... .,, ~,:;'~i ....,1,.1 _,..'."'. not'the dhty;,'to invest any,'cash without being limited 't'o,~egal' ,.--,.'~.'., " IN WITNESS WHEREOF,I have 'hereunto set my hand and seal .~" ".\'\~~_;1'#-'_.......cia y of ", •..l,.'f.,(. this ,\,,;1nvest.rren'ts', ":~-1~'~'(:~...~"r",•n.j 'J" '. " \,'i'. "'j',1 ,I 1 ""''1't ~} .," " '.;,t~;',;J ~I '._/1i ,;] \II"f' •.j¥.'."/'~ 'I4 \" " ,. "'\''1 -II·/'. ':' " " ,I '. '.. ".' -2- ;, '. " -~, 1'~""'>_'.~"<l i" ~,;. ~r';:" ,-, " Signccf,sealed,published and declared by LOUIS ZIEGLER, testator'ab()','c nalned,::l.S and for his Will in the presence of us ,who,at in his pre~ience andi,n the presence of each other,have hereunto our narnes as witnesses hereto. '. ,request, scribed " ;,' ;j',.'-1. ,/~"':..!' -:~-,....f' ,,l ,'j " ,.;-. ~.-:.....,. "~l ./~"t"'''l.'!. _•.,",~l ~,!;.:1',...':",\.'..,;~ j AFFIDAVIT OF EXE:CUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority.a Notary Public in and for said County and State,appeared ARLIE W.OTT,TR:JST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly-sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of LOUIS ZIEGLER,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of LOUIS ZIEGLER,deceased, except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made b~the above named Executor. Sworn and subscribed before me this 9'tIl 0;"_ ,"\.";Ii'/".'. day of .•'..!l<~-7'··"",'·=··.=-·__.197l ~~1&/U.d~ Notary Public gglME~P.MEREDITH,Notary Publi~ WUhifiiton,Washington County.P.a. My Commission Expirn January 28,197& JArlie W.Ott TEUST OFFICER of MELLON NATIONAL BANK .AND TRUST COMPANY EXECUTOR ESTATE of LOUIS ZIEGLER, DECEASED INVENTOR Y AND APPRAISEMENT of the gcods and chattels,rights and credits which were of LOUIS ZIEGLER,Deceased,late of 146 West College Street,Canonsburg,Washington County,Pennsylvania,taken and made in confor':nity with the above affidavit. PERSONAL ESTATE:SCHEDULE 52,309.34 213.22 Mellon National Bank and Trust Comt=any Canonsburg Office Checking Account No.356 -7766 Balance 4/18/71 Les s checks subsequently paid Bridgeville Savings and Loan Ass::>ciation Savings Account No.17 Balance 4/18/71 Savings Account No.18 Balance 4/18/71 $2,096.12 5,225.85 5,225.85 Bridgeville Savings and Loan Association Savings Account No.4 Balance 4/18/71 Savings Account No.2 Balance 4/18/71 The Mutual Benefit Life Insurance Company Proceeds of Policy No.991,416 The Hanover Life Insurance Company Proceeds of final payment unc.er Insurance Confinement of Kate Zi~gler, Deceased Treasurer of the United States Social Security lump sum death benefit Total Personal Property Appraisement REAL ESTATE SCHEDULE $6,389.45 6,389.45 1,018.41 350.00 255.00 $26,950.13 REAL ESTATE IN PENNSYLVANIA None MEMORANDUM OF REAL E3TATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 .- i I ~'3-7/-~/7 cZ/y INVENTORY AND APPRAISEMENT IN THE ESTATE OF LOUIS ZIEGLER, Deceased Filed',1971 ~I ~ ~7~__ J~rn .........; ({)C)c=~~F ('~'i'"\~;'''-- ....,..-f :c ~~~:~.:-{: ~-:>..--':r';.~c)....;;::.:=:::::----"-I Z -Uio;;.-(() ~ ---./ -::r:.~ l'--~ C'-·" §9 :::'::'-4 U;:) .::;:) 'C=> r~ ;~:t ......, J.. '. .(\r Attorney:Howard O.Stevens,Esquire Mellon Bank Building Canonsburg,Pennsylvania 15317 ~g';<./~,zb3 .. 01 .•~.......~'~:;:-l(~~-t'. T···-C'f~••• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION 0&'~. NO.63~71-lll7 ~··V ESTATE OF LOUIS ZIEGLER,DECEASED T FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR BALANCE DUE -$23,042.85 ;-}f)"t.f~:;;;]to all ;N.~r,70;~>· ··t~:(;;)urlt In ,:"hf.;:Y;'f(J/u-,'r?r .?t"e , if":!.~:;~?iff,:.~et'/1(10 "i""'--'--';.7T '&'.'~{,;,~:,;,.,i.,.. t "f ---.1 ..,c::'- -r:.-.....~.; J;<.rn :::~~'?~~t :'.~~~ ""'"'-(--';, "..:,._..~ Jr-r-"•J-; (~:.:r "'!Y ...:::> i~;?!~S&~.:'_if -..r "","-,~ IftlO'nIJW,CO-WIl!:-:-:_..:.~~a9 . ;1;t,-;71 the w;thln:=aofiiu;t or"BtJ.a;n to Uft<(;(,,~'''1' ..'~.•~"""J flf-r tJfMfirmatlDfI,().A 1\('.•~Q"'II;!fIt~1'nnrl m~r/.l n f Filed._-------=::.......;;,:.:- Fcc - .'~ .:." "" ''4. ?' HOWARD O.STEVENS Attorney-c;lt-law Mellon Bank Building Canonsburg,Pennsylvania DKt:'/5r~Cfq 15317 d:lerco/ d -..;)9 A.0IlA _.... ~I1JIJ.M~=j .....l'k.........;..~~::.~;f..iit;II,~.'-~'~"~-'.',ReOFJ?t.•.d " I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I CO"JRT JIVISION NO.63-71-:.17 ESTATE OF LOUIS ZIEGLER,DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTC'R October 8,1971 S U M M A R v -0 i SCHEDULE "A"IPRINCIPAL-PERSONALTY •! Receipts Page 2 $26,950 13 Disbursements Page 3 4.659 22 I-- Balance $22,290 91 I SCHEDULE "B" INCOME-PERSONALTY Receipts Page 4 $791 52 Disbursements Page 4 39 58 Balance 751 9~ NET BAIANCE $23,042 85 -I I The above balance consists of th~foLlowing:I I PRINCIPAL-PERSONALTY Demand Notes: $20,000.Demand Note of General Electric Company $20,000 n 00: $2,000.Demand Note of RCA Corpcration 2.000 00 $22,000 00 Cash 290 91 $22,290 n INCOME-PERSON~LTY Cash 751 ~4 $23,042 85 LJJ:kh I _.--------------, 19 Ma 19 Au 19 Ju Oc 19 Ju Ju ,.. SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 71 g.·9 Inventory filed $26,950 13 71 Additional Asse:s y 20 14 shares Washi~gton Silica Sand Company, Capital Stock $000 00 $300.Washington Silica Sand Compcny,7%1st Mortgage Gold Bond,dated 5/10/21:dUE:5/10/24 000 )0 000 00, , 71 Conversion of Assets Without Gain or Loss ly 6 Proceeds withdrawal of date of death principal balance in Savings Account No.17 at Bridgeville Savings and Loan A~sociation $5,225.85 Carrying value 5,225.85 $000 30 6 Proceeds withdrawal of date of death principal balance in Savings Account No.18 at 3ridgeville Savings and Loan Association $5,225.85 Carrying value 5,225.85 000 00 6 Proceeds withdtawal of date of de:ith ?rincipa1 balance in Savings Account No.4 :it Bridgeville Savings and Locn Association $6,389.45 Carrying value 6,389.45 000 00 6 Proceeds withdrawal of date of death principal balance in Sav~ngs Account No.2 at Bridgeville Savings and Loan Association $6,389.45 Carrying value 6,389.45 000 00 t.5 Proceeds sale of $2,000.Demand t\ote of General Electric Company at 100.$2,000.00 Carrying value 2,.000.00 000 00 000 00 71 Purchase of Temporary Investments ne 14 $2,000.Demand Note of RCA Corporaticn at 100.$2,000 00 1y 12 $22,000.Demanj Note of General Electric Company Jat100.22.000 00 $24,000 00 Cash expended re purchase of temporary investments 24.000 00 000 00 -$26,950 13 ii - 2 - , 1971 May SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses 7 The Daily Notes: Advertising Grant of Letters $12 50 Aug. 7 17 9 Washington County Reports: Advertising Grant of Letters Pennsylvania Bureau of Vital Stat~stics: One Death Certificate for Katherine Z~egler Register of Wills,Washington Cou~ty,Pa.: Court costs,as follows: 5/7/71 Grant of Letters Testamentary and Four Short Certificates $14.50 8/9/71 Balance due,Grant of Letters and Filing Inventory 13.00 14 00 2 00 27 50 Oct.8 IHowardO.Stevens:Attorney's fee 1,385 00 8 Mellon National Bank and Trust Ccmpany: Compensation as Executor 1.350 00 $2,791 00 1971 May 5 Preferred Debts W.Leonard Griffith Funeral Home: Funeral expenses Less: Credit funeral balance in joint checking account at PNB in the name of decedent and Leonard Griffith $1,241.00 1,177.19 $63 81 18 Margaret Ziegler:Personai se~vic~s 350 00 Aug.19 Kurtz Monument Company:Grave mar"'Cer 310 00 723 E1 1971 June 1971 July 1971 Sept. Other Debts 21 North Pittsburgh Telephone Company: Final bill Other Taxes 8 Commonwealth of Pennsylvania:, Payment on account of Pennsylvar:ia Inheritance Tax being at 6%on $20,000.00 $1,200.00 Less 5%discount 60.00 Miscellaneous 30 Accountant claims credit for the following securities determined to be worthless: Washington Silica Sand Company 14 shares Capital Stock $300.Washington Silica Sand Company,7%1st Mortgage Gold Bond,dated 5/10/11,due 5/10/24 - 3 - $000 00 000 00 4 Ll 1,140 00 00000 $4,659 22 1971 Oct. SCHEDULE "B" INCOME-PERSONALTY Receipts Interest-Demand Notes General Electric Company Demand Note Interest collected during the period 7/12/71 to 10/5/71 RCA Corporation Demand Note Interest collected during the period 6/14/71 to 9/1/71 Interest-Insurance Policy The Mutual Benefit Life Insurance Comrany: Post mortem interest on policy No.991,416 Interest-Savings AccoUllts Bridgeville Savings and Loan Association, Account No.17 Interest paid 6/30/71 Bridgeville Savings and Loan Associat~on, Account No.18 Interest paid 6/30/71 Bridgeville Savings and Loan Asso:iat~ori, Account No.4 Interest paid 6/30/71 Bridgeville Savings and Loan Association, Account No.2 Interest paid 6/30/71 Disbursements Administrative Expense 8 Mellon National Bank and Trust Company: Compensation as Executor - 4 - $181 90 25 07 $130 63 130 63 159 73 159 73 $206 97 3 83 580 7'2 $791 5Z $39 58 COMMONWEALTH OF PENNSYLVANIA ) l COUNTY OF WASHINGTON »SS ARLIE W.OTT,Trust Officer cf the MELLON NATIONAL BANK AND TRUST CO~PANY,the above named Acconntant,being duly sworn according to law,cepoees and says that more than si~months have elapsed from the date of graLt of letters and from the date of the first complete advertisement of grant of letters testamentar:/,t.hat the disbursements shown in the account have been made to the parties entitled :thereto;and that the account as stated is true and correct :as he verily believes. Sworn to and subscribed before me this /4 day ')A.D.1971 J~Ih·}axv ~../K Ntary PublicNotaryPublic:;AilA M.VAN KIP.t'°county Pa.,,_';r0'on W2Shmg ()1 •v.oo,I"./"..'ExpiresMyComTlISSlOn. Qctotllr 14L 1974 .REQl""EST FOR DISTRIBUTION Accou~tant requests that distribution be determined by the Cou['t in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Tr~st Company, Trust Office[' THE DAILY NOTES CANONSBURG,PAt PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of Ma~16,:"929,P.L.1784. Sec.3.paragraph (3)and (25). State of Pennsylvania } County of Washington SS. Personally appeared before me,a Notar~'Public in and for 'said C(lUnty and state, __R9J;?~~_BQQ;!,!!.~Q~,who being duly sworn,d~pose:;and says:that be is the Manager of the Notes Publishing &Printing Co.,a Penn- sylvania corporation,and its agent in this behalf:that the said com,any is the pub- lisher of The Daily Notes,published daily except Saturday and Scnday,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 ajverti:;ement,attached hereto is a copy of a notice or advertisement,exactly as printed or ;:lUblished,which appeared in the said newspaper in its regu1[ar issues on the follJwing dates: ____________jAp-!:~J:gZ_t M~!!±j 1_1_'_1'_Z1 . ----'---------------------------------------------------------------------------------------------------.. that the affiant or the corporation in behalf of which ..__...~_~__.__is acting is not inter- ested in the subject matter of said notice or ad tising an hc:t all O)f the allegations of this affidavit as to the time,place and eh a er t e :.c.!!tiOl are true. ....-"'-~"LJ .~.I.C:~r..L.l-M__~__..,;:;.,.._"",-. .__~.~r .• :Sworn to and subscribed before me this11May 71-~t;~lg~~W.~in!. M h 30 1974MyCommissionxplresarc, rt·L 1Vas~on County Repons Washington;Pennsy~Yania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLIC~TION In compliance with the Newspaper Adv.,rtising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)an:!(25). COUNTY OF WASHINGTON} S P S8. TATE OF ENNSYLVANIA Personally appeared before me,a Notary:Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,dc.poses and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI.legal periodical for said "Vashington County,published weekly hav,ing its place of business at Washington,Wa9hington County,Pennsyhania, and is acting as its agent in this behalf;',hat the said WASHINGTON COUNTY REPORTS was established <In Marcil 31,1920,and was designated as the official legal publication for Was-:lington County,Pennsylvania,by order of the several courts of said County,dat~d November 11,1920;that the printed notice or advertisement attached hereto is a c0I=Y of a notice or advertisecnent, exactly 'as printed or published,which appearec:in the said legal periodic-al in its regular issues on the following dates April 25,1971 ........~.§!}§..l L~.."}.~.z.!..,. Estate Notices .TI.le Register i.f WiHs has grnd:e.l _,e:ten,testamentar:'or of admin.i3tnt:cOl'., :n the followin!?estates.Notice if her~b"? given to all pe::-soI:S indebted tleretc t~ lIl3ke payment with:mt delay and to th:>s~ hEving claims or demands to presem 1:hBm for settlemen~to the Executcrs 01 Admbistrators or their Attorneys. •Ie •• • • • • • • • • •I • • • ZIEGLER,U)UG.Dec'd Late of Can:msburg.W8"hi.:lgtol.County,Penna.! Executor:Mell)n National Em:t "nc 'Trust Co.,40 South Main greet.Fashington.pi.15301 Attorney:How,-,rd O.Stevem lIieLor Eank Building,ICanonsburg,:a.1531: that the affiant or the corporation ir beha!.'of which he is acting i~not interested in the subject matter of said notice or advertising and that all <>:the :;~~~of ""'"'id"it "to tho~d:t"'~@pub~_?f!_.-;::=_._iUd=d~ Sworn to and subscribed before ~~~ '.~."~'~__.daY of••_.t!.e.Y.;-Z---"".19_ZL..(l'T~·~Jr~ JOStPi-:f~'I::T.SCIP,MANNA. Not£:ry Puc:ic,\'}:s~ijngtQn,\',h:hingtoli Ca. My Commission Expi:es July I,1974 <trnurt nf <trnuunnu ®rpquun" 'ltan nf Itunqiugtnu <trnurt minininu (Cuunfy In the ma.tter of :he Audit of .AJccount in Estate Of L_c_'U_l_'s_Z_i_e~g~l._e_r~~:..-~__ Deceased TO THE AUDITLNG JUDGE: 63-71-417_No._~=--....:......::...-=~_ Enter__~m=:::..;.y~.appearance for__-=M.:..::...:e-=l:.:::~-=o.:;;n:..'.::.r:J.:....a=t.:..:i.:..:o:....:n:::.a=lB=-=a.:.::n=k:.::....:a::.:.:n=d---=Tc...::r::...u=S..::..t_C::::.-::o:..::.:rl==p:..:a=n:::'YoL..LI_ Executor in the captioned estate. /'-- 19 71,-- N.B.-Counsel f;nall,by separate paper,I:resen":a concise statement of each claim,w.Eh supporting ca2cuiatioJ:of a:J.y interest claimed.Objeetions to an aceount as filed,sh~l1 be concisely stated in a separate paper. Council suggesting proper distributicon shan file a separate concise state- ment in tIlat rega.rd. No.03 -71-417 In re Audit of Account in Esta.te of Louis Ziegler" AUDIT 'rarripr fnr i\ppraraurr FOR Mellon National Bank and Trust·Company"Executor Attorney ~2 ------_.-..,-----~------.. '.11 estate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY I J ., .LOUIS ZIEGLEREstateof . -j r :T -f : T \..--: Deceased ~'I 63-71-417 •I·~O,_. •':I -. F'd'Mellon National BE.nk andIuclary;. ..~E:':l:~~.~~.JEJ?~~y.~~.~~.~.~~~~:'-:.... i..... Date~f~,..~.•April 18,1971 Date of,April 22,1971 ..'.Decedent s death Grant of Letters -.-.. .~,'~.,_~(,":'T'.), This ',is tbe.~...::-:...~:·::-...~{.~~~.~.~~..~~.~~~...,....;.....:~:..t:..::..account·filed in this estgte If L:Ii b f f',d'h',.f',b b'd N·)netrlere'ave een 6rmer accouhh;:I e In t IS estate,1St I e rum er or num er an .term . Election to take Under or Against will.(cross out one)N.A. Date Electio,Place of; Filed Record .._•......................... Name of surviving spouse N5:l.n~T :••••••••••••••••••••••'.. List issu~,~where materkJl:"'.';,..-. -:-:-..........-.0 -...._._...: •-~."":.,-0 .........·: Jeannette Woodhouse - ~Da:ughtef ,.-'-,-:~ Ste~daughter .,T-. DfClde.cea?nf marry after execution 'of"w'ill?(indicate).~No.Any children born after execution of ¥till?(indicate) .r·. Yes'.·No.-If answer yes,'name"them ~..::.:~..~.:.:::-:-:..:::..:::..". T .... ..........................................., _ _..__ ___.._..___..1 -.-t ••,..~_..__..__. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Mary Louise Troll Daughter 1/2 residue Jeannette Woodhouse Daughter 1/2 residue List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None If partial intestacy,glive facts: None Notice to ,interested parties.Have all parties,having either vested or contingent interests ane aflcrediors entitled to notice (Court Rule No.9 paragraph C:Section 6:SubdivisicJn c)received written notice of the filir.g of the account and of caB of audit?Yes.~ If any exception give cause:. File copy of Notice 4 1971 ',(".-~'-:1 and date of maj,fing ~~~~~~.~.~..~~,,,,_, Is estate subject to the filing ~~~a~feder~1 Est~te Tax Return?~9 _. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amc-unt $.J...tJ.~Q.J$J.,..?.9.QJ~.~.~9:~.~.<;.9.~.l?:n If the Will makes any portion of estate subject to a life-estate,give nam~and birth date of life tenant ~~,. Give Names and addresses of all unpaid creditors who are legally entHed to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. 'None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation,of the adjudication: N.A. ~ ~.....r ,-...·T·~~-.I' $........265.46-_-. $ _45.27...................... $.....?}.!.~.63 •04......___. Balance for distribution per account, Itemize any additional deblits not shown by account: Income-Personalty: General Electric Co.demand note interest earned 9 /1/ 71 thru 11 /16 / 71RCACorp.Demand Note -interest earned ,9/1/71 thru 11 /l7/ 71 '. Total;;additional debits (Add) Itemiz'Eil'any aclditiqt'tal creditS'"'net sho¥(rl 'by account: Prind"pal-Personalty:.i Reglster -of .W l1IS::E1JJ.ng First and F~p.~l Account Robin-sori Run CEfmeteiY:S-odding grave plot Income-Personalty: Accountant's compensation Total additional credits (Subtract) Balance for distribution $ $ 241.91 i\'.23.55 22.00 10.00 32.00 13.27 $??!.~.1.?:~.~.?. If balance for distribution is not in cash,list each item held in kind,giving 'Jppraised Value (or distribution Value); PRINCIPAL-PERSONALTY: General Electric CQIT!pa~y Demand Note (To be Treated as Cash) RCA Corp.Demand Note (To be Treated as Cash) Cash on hand INCOME-PERSONALTY:\ $20,000.00 2,000.00 258.91 Cash on hand ..."-~-,. " ~---")...f,_.~~~;....]' 1,004.13 -\- $23,263.04 '" If Family Exemption claimed by Petition,give pla::e ~f Record:._~.!..~.~_. If Family Exemption is claimed at alldit,give name,relationship and basis for Claim:N~..~.!...••••.......•.....••••••.• List any advancement or distribution on aocount that has been ~adef and nature and amount of same: None Suggested distribution of balance shown,both a's to princip,al and income,attaching signed and itemized elections to take in kind if balance :ls not in cosh:residuary shares being stated in proportions:..,.," j Acc'duntant respectfully requests Your Honorable Court to award balances,both ~,.Pri#:bipal and liicom~:,one-half (1/2)to Mary Louise Troll and one-half {1/2}to "Jeannette Woodhouse"surviving legatees under Paxagraph Second of Will .. Kate Ziegler,wife,died August 11,1970. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduc ary or representative thereof, being duly ~~~.~~.._d()th depose and say that the facts set forth in tne foregoing petition are true to the best of ~.~.~knowledge and belief. ...?~~.:.~to and subscribed before me this.7~;~.daY ·of P~.c:.~~~?:.:19..?~.. ..,'',~\ 'L;t.>~-io':'/',~..Sllgnatur~of Ofhc~r -~~..:~. . \!. Title of Officer :;:;No.ta..r.y..Publih .',.v Office expires ~..~~~~~~::.~}:.~~~~~~,~~!~~;~~y~~4~~. My Comisslon Expires January 28.:975 And your petitioner will ever pray,etc. Mellon National Bank.and Trust Company, ;:.~c.~~~:..~~~#:....~~~.e.~~ed .___,.,-:\'-. .........•' '!I"'~'!',... ,-, ,, ,J j, -",-..'::~,- 1",,'';.'\\'•.~,.-,''1/_I \/-.\-:"\'.~~.""\),'.<,1/. .\__.' "-j I('J ,,',off."'I,.1-\,,\ 'i'IIff'll!,~(" )),..~~, {'/...::::' "-..... , ,) 2 i.0 ,~I ! f ;.-;':"? f>'tU,~:/"n ~p'",rti{/f\.'0,,1 <'.,L '£."<r 1".1'''''1.."t ri'\,1 ~~'~c:\:C:'f'~'!i ()'C \'II L'l'(~ri l;,",......1 ~E.>,j ~,l.~"- (",I !,(~'t I -~'.,~,,''-q't,('f)~II I~,._1 r,I ,)I'',i U.,fo'o.• n'j I"!I!I.lJ H, ~ ) ,...: 63-71-417.......- -_o.___.___..____.No. ,, Estate of 1-.Q.1JJS..~~.~.g.1-.~.R . ", Fiduciary.....~~~l?~..~~!i~!?-.~~..~?:?-~.~?.c;l;..,' Trust Com-pany.~Execulnr•.-..--------_,.""-._ ---r..·----_. ,,•.••..••..••..••-..•.....".J."'r'D'~~~~-;;~d'" I Y',} .J PETITION SUR AUDIT,; FROM WHERE ,DECEDENT LEFT A WILL I, ,J Counsel of FiduciaJ:}'will :Submit herewith the following,in conf9rr~'lity with Court Rules adopted effective 0ecember 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pag~s 23-24. 1.Written praecip'es)of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertirie'nL 3.Copy of O;de~appointing Trustee ad litem,if pertiin~nt.: 4.Proof of serVice of above. I ' 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inv'entory_and appraisement. 7.Proof of advertiserl,ent of grant of letters if not filed wit'"account. 8.Certificate of !iens in case any of the funds for d.istribution are from judicial sale of real ~state: 9.Signed and ~niized elections if any distribution ,in ,kind. .)10.Copy of Federal Estate Tax return if es- tate is subject thereto. '., I .J .J ,.-,'i I Howard O.Stevens_._.._-_..-_.._--------_.--_-----------.------_-. Attorney ~2 -------------------------------------------------------- ~n tltt arnmt nf Q!nmmnn Jtlr.;lB nf IInB1}ingtnn Oinuuty, 'tnnsylnnnin,®rp11nns·arnmt J3inisinn ESTATE OF Louis Ziegler deceased 1'-0.63-71-417 First and 8'irA.l1mthematteroftheC-.......;;;.-__ Account oiM.llon Nt}.Bank &Trlls t Co. Executor ADJUDICATION AND DECREE And now Janua.ry ~'19 72 ,this matter came on for hearing, audit and distribution at this session and testimony tOken;and thereupon,upon due cOllsic;eration thereof thibalfi!ce for distribution in the hands of the Accountant is deterr,:",ined to be $23,2 3.0 and the accoun-is accordingly confirmed;and t is ordered, adjudged and decreed that the said balance be paid OJt by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions he:,eto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit Elsked at audit 265.46 $23,042.85 $23,308.31 ~1.517.92 I flS17.91 i Additional credit asked at aooit Balance,._ Deduct Clerk's Costs &Re(:eipts _ Afttorney Howard O.Stevens RUB s ell Me rino,Agent,trans:fer inheri tance tax, Mary Lousie Troll,daughter,1/2 res~due, Jeannette Woodhouse,daughter,1/2 residue, 39.00 188.21 r .''~,..,."'-: C.r 0 f';'.....::;z !E t:l """(9 0 ::3"' ~C ctI ::;3ooi' 0 0 0......-to....ctI., 0"'"-to::3"'ctI .. :'.{ ...-'(' f I.,.,., ~~...--'----- ;)" ,'. "'" t-.~... •f • ," •0'.,.,. 't',.~ f "..~J"',f J ,~" r-f"'o..)""0,- P.(,')0,rv c";j \ ,," I~TH~:99UR,T~OF'C?.J\1MON~,LEA?OF-WAS~INGTON'C9tNTY,PENN ,',,'",..''.',.ORPHANS·COURT DNISICN -,',. IN',RE:' /.,~:.:~. ,-, " No.417 of 197~ HEARING ON AUDIT .' .,.t'. t .. LOUIS ZIEC LE~, ,. Estate 'of,' Decease,q.". .', Pa., " ," ~,..'~TU$sday:,~Dec:;mber 14,1971,at 10:00 ;..:M.,EST ,>, 'The HonQrab,le P •VINCENT 11ARINO ~,J J.dge of'the said"Court~".", ~.~EFOEE: ~ Cl;2: iIII0«~,',.'-.., i:.APPEARANCES:''HOWARD 0.'ETEVENS ,.Esquire,of Car:.:)nsburg,~represent~ng the Accourtant..' VI ,.C' .J '§.TIl\/):E:c:::J •., J:I-....N -'I) ~'-.~. IIII. ~" and the attorney is Howa~9~O.Stevens.Mr.Stevens? ,, atteLtion.'There are no unpaid claims. ,', Number 417 of ~9!1,the estat2 of Louis Zie ler,' If Your Honor please,we have"the requisite papers -in this,estate.There are,no matte:r:-s to c'all to the Co:urt's , ~'.L ". deceased.The'Exec'utor is 'rv,re'Uon'National Bank and 'frl-lst ,Company THE CODh"T: lViR.STEVENS: ·iiiII:III~0:o •II.•III,0: ~0:,:loU '.J·«'0~., 0. f- ,THE COURT: "..*••'I . ",Is:here anyone else in.Court.·interested .'.'.•#•.",.•+,'... ., in'tt.is'decedent's€estate??' (NO RESPONSE ) THE COURT:Tte audit of'this account it?ordered clos ed b (A UDIT CLOSED) ~I "'.', . ", .·1 ....f· ."'"". -..' ...... .-,'"r. .-~, .. '* )...I I .'~," ,p ," -. •j't, ~.~"~;..~" -.." .r ...... ..~>' " ~.•'. '.'" ...';;;,.. '.~ ~~~'r .,~.J' ,, '~., .,."". "~~.".,.,~",,....,... ..r' .-.~-;.,'" ,~, .",'0('.. ,, ". ~.' ! Co2::!-.."•.. , " ,....~ _..... "ij' '. ~,.,. '.' " ,r :''', ".'."~,. ", '>, 'i 'l ,.:~ .~. IN Ti-fE MATTER OF THE ESTAT'~OF ) LOUIS ZIEGLER C,ECEASED: }IN THE CRPHAtlS'COURT IN AND FOR WASHINGTON COLNfY.PENNA. 63-,1-417NO.~---------- ') K '\lOW ALL MEN BY THESE PRESENTS.THAT__I---",-_J_Z_,_A_N_tN_,_E_T__T_E_W_O~O_D_H_O_U_S_E=.-,-,_~_ ExecutorDOHEREBYACKNOWLEDGETOHAVEREiCEIVEDFROMMELLONNATlOIllALBA~AND TRUST COMPANY _ Eleven Thousand Five Hundred Seventeen and 91/100--------11,517.'11----..($)DOLLARS IN FULL OF THE AMOUNT AWARDED ME:UNDER THE DECREE OF TI-E ORF:HANS'COURT OF WASHINGTON COUNTY.?ENI'I5YLVANIA MADE 63-71-417 AT NC"o _ W ITNESS MY HAN0 AND SEAI.THIH,__-'-I-'/c...-:EJ:.='----_DAY 0!F'__---=-J--=3.--=n==u:..:a--=r=-.J.y 19~• .~~~J~~".\..~tj Jeannette Woodhouse ~ W.8282 i NO.63-71-417 ,., ORPHANS'COURT :·1 l -( -j / 'II ESTATE OF LOUIS ZIEGLER I i- t DOCKET PAGE._ 1 j rv-, "-' I j' i ~ "".J ,-J....,c::"'....; "-I1'--._ ~1.. c~U)<i RECEleT::1 "- j :;):::L?~O· ..,..,;-..;r FROM?t"c,,-;.t5 ;;:~ ,.:~:'-(~~;'t!t'J.e.an~e W ~,:9<!E-0J,;!se l<'-,,,'_.-;r..J,)("""""'- 0::LJ~'):!c:~.....TO:"~ Mellon National Bank &Trust ") Company,Executor FILED 19__ NO,-~__------- iN THE ORPHAf/S'COURT IN AND FOR WASHINGTON C.::>I.iIN ry,PENNA. DECEASED: IN THE MATTER OF THE ESTATE_O_:} LOUIS ZIEGLER KNOW ALL MEN BY THESE PRE:SENTS.TflAT·__I_,=---MA__R_Y_:"'_O_U_I_S_E_T_R~:O_L_L_-=-,_-=--_ ExecutorDOHEREBY'ACKNOWLEDGE TO HAVE RECEIVED FROM MELLO'N NATIONAL E;ANK ARD TRUST COMPANY :----------- Eleven Thousand Five Hundred SevEhteenand 92/lJO......----..-(Sll,517.92------·DoLLARs IN FULL OF THE AMOUNT AWARDED ME UNC·ER THE DEli:REE OF THE ORPJiANS'COURT OF WASHINGTON COUNTY,PENN5""·LVA.NIA MADE 63-71-417ATNO.,_ WITNESS MY HAND AND SEAL THIS 1..S_t'_/'....:)DAY OF -".J_a....:n=u:..:a:.:..r=-.Ly '9~. w".<S.~;:;\:;eeL .7Jl-~~~ Mary Louise Troll W.1I282 1 NO,_ 63-71-417 ~-i ~J ORPHANS'COURT., ) I ESTATE OF LOUIS ZIEGLER DOCKET PA~E _ c: -i:c:::\-TroUw (.!-- 1 ;.I_~_..~..... ,,:-:r. ~\fiECEIP~<{ {"'_I <::'Y -l Q.. t _~~' C..'FRO........',,~0l':~l _~-{..J......~ ...'1'l,l_-:"" _l-_..:".::J "-.-.--, '---_! Marf:~ijouj;:se .,.,C"..... :;;;,~~;;~i)::c .~.~•.•J ~TO:;:)G (./) (yo-'liJ ~) ~-c.:::> '"':r--)MelH3Dt-National Bank &,Trust Company,Executor ' /' FILED /.19_7 RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBU~.G J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Si r: Pursuant t,o Section 742,Pennsylvania Inheritance and Estate Tax:Act of 1951, weherewitn submit th~following report: NAME OF 'REPORTIt-.G FINANC IALINSTITlITlON --P~l"""·"';;;...;l.to;.:;·~~1""'-\OUio+.'i7;t;;9"~~_~;;:"_·LSl'*"t.;;lb-4i..Q~;gr,.;.aw,l,.......a;g'l!!l:a.nRlJlli:-&_ ADDRESS 4 W.Pike St1'"eet,("ano-·.~l""J"irgp Fa 15317 ACCOUNT NO.OF JJINT, TRUST OR INVESTt;ENT DEPOSn__p:':"·?"'-_-...A2,,-"!j~2....6:..:.!5'-lol.6~?'_ NAMES 0'4 ACCOUNT OR INVESTMENT Louis Zi(~qler or w.l,eonard Griffith DE;~~~~~°ci~~~VE~~~~O_R_'_r,o_;_,.i_S_Z_:i.":_~.:;....'l_e_r__~/~_ ADDRES5 1_1:i6_'_\_'J"_C_'(.')_1_1_'E"_ge_,_i::i_~~_._,_cC_a_n_on_'S_b_u_'r_g_,_P_a_,.,__1_5_3_1_7__ DATE 0=DEATH ft'±is T ~~SURVIVING DEPOS,ITOR,:t-'%:1>>,.L"... BENEFICIARY OR INVESTOR w.Leonard Gr'i if;t b ADDRESS 164 W..Pike Street.CanonSburg.Pas k15317 RELAT'ONSHIP TO DECEDENT N_on_e_-_f_u_n_e_r_a_1_d_1._·r_e_c_t_o_r _ DATE DEPOSIT O~INVESTMENT WAS ESTABLISHED .4/10/69 BALAN-eE,INCLl;DING INTEREST DUE,AT DATE 0=DEATH $__.;.;;;1.:.-,1;;..,7;,...;7.;.;;,.•..,;;;;1.;;,.9 _ !J?"(c'o 0 @ {~/0(0 ~et7:J.9 S ~70 oltA.-v -:1."-f / ( 7-1<['7)) . Date:~-A-At!IlprMUt:r-22461n,rf1~9?~11-------:--~1 Coun ty ~-"""W:~J\,io)Sl1R..IHIdlI'.1iC;,a;l'J:OI"ij.II------- OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT fO ADMINISTRATION TO:W.l.iQNAIP GRIFFITH 164 W.PlKE oo:.wmT. "COlllMoi-l L TH OF PENNSYLVANIA ~DEPAR MENT OF REVENUE BURf,AlJ OF COUNTY COHECTIONS INHERITANCE TAX DIVISION County File No._ Bureau File No.~---- We have received notice that,~~.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on AprU 18,19..11.,yt~U came into ownership 0 certain property through m~Dlwa.mfDJ••u transfer fro:n LO:JISZIEGLER Deceased Under the Inheritance and Estate Tax Laws of the Commonll,lealth of Pennsylvania such transfers are taxable and the liability for the payment 'If the inheritance tax due is imposed upon you,as transferee. The property on whiich tax is hEHeby assessed consists of:Jt.S§Yinse Account.H82-2026562 held in ~e PITTSBURGH NATIONAL BANK,CANONSBURG'PEBNsnVANIA,In the name$ot LOUIS ZUGLEROR LEONARD GRIFFITH.Opened AJ)ril10.1969.Balan.oe as of date ot deatth $1177;19 appraised by the Commonwealth,as of the date of death.at $~-....:j1~1.:.j7'.:J.7~.-1J19'1-._ SO %of this amount is taxable at the rate of .1S % JRIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT .. $0F 7./;{).,.--=:...-.;;.-~...::;;..-- /.,;;2.Y j,0 0 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....111'1 1Q,19_-ZL-.you may deduct a discount of 5%of the amount of tax due,or o This tax become delinquent,fifteen (15)months after the dote of death and,in add,tion to the tax,statutory interest at thl~rate of 6%of the tax per annum is also due asof *--- 19__._in the amount of 89.•29 ASSESSED BY:._---------------, (Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at the rate elf 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY:ti!~-L..€-C;'J1.1, {Inheritance Tax Appraiser) $8829 $============== INSTRUCTIONS TO TAXPAYERS ", Make checks or money orders payable to:To insure proper cre~it to your account this Offidal Notice must accompany your payment.Mail Jr bring it to: .r' 15301 ...~........ f the iYkg.m 7~ Amount Paid .. Official Title.Name and Address of PayeeDatePaid If you have already paid this tax to an executor,administrator,attorney or other personal repres~ntativ' decedent for forwarding to the Commonwealth,list below the date paid,name and address.of the person you made payment,their official title and t~eamount.·.. 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 t~x 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 administrationof 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) SS: COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing is.a lust 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 some 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 "'..,----- ,;.~~ ,/••~__....I "_•.f¥..,s;...."u""t.-.... .,Under certain circumstances..if,after the date of death of the ~ecedent,you personally paid fun!ral expenses~.".~.''or other just debts of the de.:edent.with funds derived frollthe property herein taxed,.such amollnts expended ·.~\l~~rYOu may qualify as deductions cgainstthe gross value of th~property in the comp~tation of tJx due ••\lfdny ,1,.,X1,s,-ch expenditures meet all cf the t,ree foJlowi,ng tests,it is recommended that you it~mil'the payme!1ts.beJow, "".'execute the affidavit,and return th!s notice.The,Register of Wills will examine the ~ebts c1aimedlon~tilHow"J{ ,those which he determines to be poper.The tax willther be mcomputed and you wW receive (WI amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: J,1 ..You ,,~.p.rsoncllylegally res.ponsible for these debts,an~ I·~~t,r....,2·You actual/y.ptJid these c'ebts out of the account or propertY'described above and can furnish proof of such payment,ifrequi 'ed,an:!' 3-These same debts are no:also claimed',for tax purpose-s,b)an executor,administ-ator or ot~er personal representat.ive of the d!cedent handling the a2mini:;trationof the general !state of t~,e decedent or any other transferee.. I SCHEDULE OF DEBTS Date Paid Name of PJyee Description d Obligation I Arrount Paid YiR2-?/1tL./,L~(')j(),#jJL~C/o'';:)i J~~r//~c4J~L cC-""·/7..'Lie f'C /d ~/Q Q I~L/,,,4A I.h'o/U< I - I I, I TOTAL $/..--?V/.,0 0 5S: (attach separate she-et if requ I red) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:__W_A_S_HI_N_G_T_O_N__.,~, I,'W.Leonard Griffith hereby certify that -he foregoing is a L~st 'Jnd true statement of funeral expenses and other dE bts of the decedent,Louis Zieglet /.,,hr which I was I.golly responsible and which I did payout of the property herein.taxed.(further certify,th.]t to the best afmy knowledge and ber.ief,these same debts wi II not be Claimed by any other pe'·son,for ir heritance tax purpose-s. DAY OF REPORT OF REGISTER OF WILLS, I,the undersigned,duly elect~d Register of Wills in and for the :lbove county,do respe:tfully rep)rt that I have allowed deductions liste-d abov!in the total amount o~$• Date of Approval:, Register of Wills I [J DEPARTMENT OF REVENUE BUR~OF COUNTY COLLECTIONS # HARRISBURG.PENNA.J7J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Apr..il -3'O.~l9Z.l... COUNTY w.~.::3.lP:.P.:.~g.l!.. FILE NO ?~:?~:.~~?.. Whereas,t.Q.~.~!?~.;!,~g+.~;r.late of q.~~!l:~?:tlF..g ,. in the County of Y.{~~3..~~.~.&.l?g~Commonwealth of Pennsylvania,having died on the J~.b day of A'Pr..:i:+19 71,seized and pos.~essed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.f.~~g~~9._ ,an appraiser duly appointed according to law, having been designated to make a fair and conscionab:e appraisement of the said estate,ani to assess and fix the cash value of all annuities and life estates growing O'lt of said estate,hereby file the foIlovring appraisement: In the event that any future interest in this estate is transferr,·~d in t·ossession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appra:se and assess transfer inheritance taxes at the lawful collateral rate on any such future in-.erest. Unit Appraisement[Iescrlptlon of ASlet Valua.Made for Inheritance Tax Purposes $ Jt.Savings A:ccount #82-2026562 held in the P:TTSE;URGH NATIONAL BANK CA1IJONSBURG OFFICE,CANONSBUHG.PENNSYLVANIA.In the names of LOUIS ZIEGLER OR LEONARD GRIFFITH.Opened 4-10-6°.Balance as of date of death.$1,177.19 1,]77 lq,, 1 INSOLVENT - Having been duly sworn according to law,1 do h~reby ce:::otify that the ,above appraisement is made in con- formity with law on this ~1.0..~day of :::::::::::::::~:::::..:::::~~:::..:~:..:::~.~..'~<.'..' Appraiser (Number and Street) ....................................~.~~,Penna. ----~------------ 'n"'n...WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .........LQUIS ZIEGLEH . Deceased. Late of CANON§l?TJR.:G.'n n n n n Date of Death,n..nn4.::-:~.?~.7.:l:-'"..nn n . Appraiselnel!t Docket Vol.J ..................................................• r i Page,nn.n ..No..~?.~T!:~4.:J::7.. Filed in Register's Offi.ce,.Ap:r.~.+..J9.nJ9..n7+ Amount of tax due,$n . DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal f"om Appraisement,n . Elttered and charged,n .. ,) J i'~.} ri .. , Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYlVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W~~.h~.rJ,gt.~rJ,: . IMPORTANT:This return must be completed in detail and filed in duplicate,with will a~tecied,with the Register of Wills of the County where decedEnt resided;Return is due withln Qae year after date of death,unless an extension is grant.3d by the Secretary of Revenue•.(SEction 703.of the Inheritance and Estate Tax Act of lS61.) ____I:~~:;::~;:"":~:~~~~::___J_::::U::OF (State full name of de<ledent).J~ Washington ~Late of County . PennsylvaniaStateof. .} Washington 55:County of . Arlie W.<?~~'.~!.~.~.~gf.f.~.~~.:r::~.....l.1.~:l::!?P.:....~~~J.QJ:l,~+.)3..l:¥l.1.';?D.q ...~:g§t ..G.9.:Il!P..~.... ~of the estate of the above-named decedeat beir::g duly sworn,depose and say Eseeutor AprilDecedentclied. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. ..............~~.;.:,19.X:~),{~eaVing a last will.copy of whick is dereto attached.}. ME::l,:LClP.:N?-tJ9:ql:l,l:BaP$~d..T:r.us.t C.Qm,pany.. S.Main st.&Cherry Ave.,Washington,Pa. ...•........ That as such .[:~fi?::.r.,.J.L.t.P...r.:.deponent is fa-:niliar with the affairs of said estate and be property con- n:x"clItOr·Arlministratorl . Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individt:.al T.ame,or jointly with,or as agent or dep'uty of ;!inother,or in decedenfs inCividual name,with right of access b~r another as agent or deputy,with the exception of the following:- i NAME AND ADDRESS OF BANK OR OTHER INSTITUTION -HIS SAFE DEPOSIT BOX RENTED RELA1IONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HCL[ERS TO DECEDENT Mellon National Bank &Trust Co. Canonsburg Office Jeannette B.Woodhol!lse,and Stepdaughter an, Ma.~garet Ziegler,Niece Deputies That the contents of said safe deposit box or boxes are itemized under Schedu:'ee of this return,with the exception of t~e following,for the reasons hereinafter set forth: That Schedule A attached hereto and made pa~t hereof sets forth fullv and in detail all the real property in the Commonwealth of Pennsylvania cr wh~ch decedent died having an intErest therein.It also sets forth the mortgage encumbrances upon each par~el of real property at the date o£death,giving the amount still due at death,name of mortgagee,datE,rate of interest,and book a:td page or record thereof.It also sets forth in the columns provijed therefore the assessed valuation Clf each or said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in ie1;aLl all personal property wheresover situated owned by the decedent at tt.e time of death;all moneys left l:y the decedent .,.J'\'\....;..• at the time of death,whether in decedent's immediate p:Jssession,standing to decede'nt'.s c::'"edit in banks of deposit,savings banks,trust companies,or oth~r in;ti tutions,whether in<!ii~l;l~Jl~i;'.o~(!ntrust for any other person or persons giving also separately the Ecccrued interest thereon,·'ift':;,:8.ny,down-to the last interest day prior to decedent's death in the case of s'!wings banks,and to the date 0:'te~edEmt's death in ~ll other cases;all bonds,postal savings,treasur?certificates or note~~hd?~ther e~idence of in- debtedness of the Uni ted States t~the decedent;'1.11 obligations,whether by-;~til:ttit~:'or,l.greementthey are designated as tax free,of the United States,or any state,or political sUbdivis~or ~hereof,or of any foreign country,which are owned at the time o~dea~h;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,torses,carriages,automobiles,boats,and any and all other personal chattels of Whatsoever kind or nature,left bydecedent,together with the ':'a:l.rly estimated market value thereof;all bonds and mortgages held by d.ecedent and of all claims due 'l.nc..)wing decedent at the time of death,and all promissory notes or othe~instruments in writing for th~ta:ment or money of which decedent died possessed,of whatsoever nature,with interest thereon,if an:',g::.ving the face value and estimated fair market value thereof,and if ;uch estimated fair market valu'3 t·e less than the face value,it sets forth briefly the reasons for such depreciation as to each item;'1.1,'noneys payable to the estate from life insurance polici'es carried by :lecedent;all annuity and endoWllent.contracts the proceeds of which were payable upon the death of the deJedent;and all the corporate stoc~e and dividends due thereon and unpaid as of the date or death,bonds 3.nd accrued interest thereon to the:date or dece- dent's death and other investment securities ownec by 1.he decedent at the time of death,with the market value thereof at such time. :~on~Nationa:-Bt:J.~Co~any ........i;~;;;;;;::Ad;;;i~;;;;:rTrilst--6fficer S.Main street &Cherry Ave •.................................................................................................................................._.... (Street Number)Washington,Fa........................................................................................................................................ (City or Town and State) 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 ~f death•.T~e schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule;'fin'ancia!statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement set~ing 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 th~decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by ,the decedent at the time of death. The Schedule C attached hereto and made 'part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts ofa pertinent nature regarding said transfers.In the case of transf~rs intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy 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,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. II ..,.,. 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 benefic'iaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible;standing in the name of the decedent and others,plus the.date and place of record of instruments effecting the vestiture of "real estate and the date of acquisition of personalty,plus ~he 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 deduc.tions claimed for and on behalf of this decedent's es tate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsei 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","CO,"E",and "F"as directed therein, have been carried fo~ward and properly registered in the Summary. DOLOR:::;;'f>:MEfIEDITH.Notary Poblic Washington,Wa$h~ngtLn County Pa My Commi:;sion Expires"• January 28.1975 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 iT!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 (1-64) COMMONWEALTH OF PENNSYLVANIA D'EPARTMEN1~OFREVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE itA" REAL PROPERTY '. Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by ertireties,report on Schedule "E"Property held by the decedent as tenant in common with another or others,should be identified as to quantun cf interest and the estimated value should be that of the decedent's [interest only. The real property located In the Commonwealth of Pennsylvania shoulc be (1)(2)(3) described by lot and black number,street and street number,tagether '<lith DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm state number of a-FOR YEAR OF ESTIMA TEe CAUTIONcireSialsostatementofmortgageencumbrancesuponeachparcelatdelthDECEDENT'S MARKET VALIJE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. : None I I I II ! Insert this total opposite "real pr'operty", Schedule "A"in t,e X X X X X "As Reported"column on the last page of this return. RCC-35 COMMON1!;EALTH OF PENNSYLVANI:~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDU=..E "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be li.sted,despite the facT;that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apI=arel,household goods,and furnishings,books,paintings,automobiles"boats,etc.) Intangible personal ]lroperty,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued inte:"est or dividends,salaries or wages:insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in a"lyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Extra-Testamentary Property: ITEM List and describe fully UNIT ESTIMATED !DEPARTMENT VALUATION VALUE MARKEl'VALUE :(Do not write in this space) , i~ rH<YJJ.d4 ~: ~IIi, c,.r.$:I.]26,695.13 ;~C,Jtl;: !I. Inventory ~2E'950.13 ~}~~5.0G-~ Cash,Etc.as per Copy of attached hereto: Less: Social Security Lump Sum Death Benefits Item No. Pittsburgh National Bank Canonsburg Office Savings Account #82 ..2026562 Balance 4/18/71 oK mJ. $1,177.19 Registered jointly with W.Leonard Griffith, (Funeral Director).This account applied against decedent1s Funeral Expense. Inser t this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return x X 26,695.13 RCC-36 COMMC1~WEALTH OF PEN~SnNANIA JRANS:FER INHERITANCE TAX RESIDENT DECEDENT SCHEIIULE "c" TRANSFEf:;.S (1)Did decedent,within two years of death,make a:-lY tN.nsfer of any material part of his estate,without r~ceiving a valuable and adequate consideratio:-l therefor?(Answer yes or no)_N~O~_ (2)Did decedent,within two years of death,tra:-lsfer property from himself to hims~lf and another or others (including a spouse)in joint ownership?(Answer yes or no)--:N;.:..O-'--__ (3)If the answer to (1)or (2)al,Jove is in the afl'irmative state: (a)Age of decedent at time of transfer ~ (b)State of decedent's heal th at time :>f making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transf'O!r of property without receiving a v.l.lua'Jle or adequate consideration therefor which was to take effect in possession or enjoyment at or a~ter his death? (Answer yes or no)NO (a)Was there anypossibtlity that the prolerty transferred might return t,o transferer or his estate or be subject to his power of d~sposition?(Answer yes or no)_ (b)What was the transferee's ag~at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adeluat~consideration therefor under which transferor expressly or impliE·dly reserves for his life or any period which does not in fact end before his death: (a)The posses!iion or·enjoyment of or the right to income from th€.'property tra:lsferred? (Answer yes or no)NO (b)The right to designate the persons who ;hall possess or enjoy the property transferred or income therefrom?(Answer yes or no)-=.:K~O~_ (6)If the answer to (5)(0)above is il1 th~affirmativ€",state whether the right was r:!served in decedent alone or others ~-_--~__-_-__-----------------------:------- (7)Did decedent in his lifett~e make a t~ansfer,the consideration for which was transferee's promise to pay tncome to or for theb~nefitof care of transferor?(Answer yes or no)~N~O~_ (S)Did decedent,at any t:!,me,transfer property,the beneficial enjoyment of which was sut>ject to Change, because of a reserved power to alter,amend,cr re-roke,~OWhiCh could revert to decedent under terms of transfer or by operation of law?(Answer res 0:"no)~ (9)If the answer to (S)above is in the affirmative,..as the power to alter,amend,or revoke the inter- est of the beneficiary ~eserved in the decedent alQne or the decedent and others? (Answer yes or no) NOTE 1:The answer~to these questions sho].1ld be sUl=}lorted by affidavit by the attendi:-lg physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is ~res,set forth below a descripLonJf the property transferred,it's fair market·value at date of death~dates of transfers and to whom tr~nsferred,with relationship of transferees to decedent,if any.Subnit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit d,~tailed statement of facts on which ~aid claim is based. NOTE 3:List applicable prl)perty below in manner in which provided in Schedules A,B~or E. ITEM DESCRIPTION MARKET VALVE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"colUlll!'1 on the last page of this ret;urn. ...,.'''' .. RCC-37..(-i'2 -63)•COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ....,.. - l ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP :;URVIVED(If step-children :>r DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildEenJECEDENTOFBENEFICIARY ave an interest,vested,contingent or other are involved,se;STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mary Louise Troll Daughter Yes East Cleveland,Ohio 4412 One H3.1f (!)Residua.r'1J Est3.te. Jeannette Woodhouse Stepdaughter Yes One !fulf (!)Residuary Newark,Delaware 1971l Estate. Kate Ziegler named in Wi II predeceasei'T~3tator,hI ving died Apgust II,19rO. ! I ! I . I Deponent further says that all the above-named benericiaries are living at this time except below: NAME DATE OF DEATH RESInENCE OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT eo<THE 0 ...,"'d ~......(b (b 0 II:>...e..'"::s '"'"'"0....,::s "'d>-3 (b e..... II:>...0'"x "'d 't:lII:>(br:::r ...... ~0 ~'t:l tI:1 (b... '"r+ r+'<II:>r+(b .(Executor-Administrator must complete "As Reported"column #1.)63-71-417 Year!No. Will ~ Louis Ziegler Deceased Late of .qa.n.()!lIS?1l:r'.g.... Common\,"ealth 'of Pennsylvania i o. enc: ~~:>~...........................><W en ennn?'"?'"?'" g ~>=•---- -00 -00 -0 -00 -00 -00 ......... i\)(\)::> lJ\:0'\:'" ":u .~.........0'\:0'\:(b_\D :\0:'g~V1 :\Jl: ~....~...1-':(b VJ oW:c.. ...---c . ;",'-~..t~,I.,. ,,") ---~.._1 _.....t........~-~..._~ APPRAISAL~;';'Jf0I';J> ·::fi~}·'~:~..~ Washington 1'- -0 l~c:)}:o--(/) :r.:-(") (/l ,'"_-I (J)fl! -"""i :....i::j (~..- C~)C':->_.'q c:-)""__ c:,)-,:-,~~,; REP91rf.J ANDt~;~:;~~. County of -00-00-00-00-00-00 :>;r. I I o It .........rtl'V...~3:;'c:c.. .' ..:#'"' STATEMENT OF DEBTS AND DEDUCTIONS COUNTY .~ ".OFFICE OF THE REGISTER OF WILLS WASHINGTON 1 DEDUCTlO~S ALLOWED IN J -...~)t:V THE SUM OF ...~.......$.?5..~.?.~..~..IDATf{PP~OVED [(if.~...I Zc-:.;rr.~7/i AND AGENT OF THE.COMMONWEALTH II''L ...C .1 .1 /---:.,j FA''--V~!.~~;), (n .3 -7/-~I/7 ~i~0 C70 Register of Willi.Agent 'WJ, OF Form RC C·lO ESTATE OF __L_'"O_··.•..--'"U_l_S_Z-'-.•_li__:G_·.•·_L_..i:_R_.·L.ATE OF _'__C_····a_B_O_n_.·._f:lb_:u_r....;g=..·,_._P_le_nll_••_f:l-:y_l_v_a_A_ia_.__.......;.;..... AprU 18.1911DATEOFFILINGAPPRAIS~MENT -'-__DAT5 'OF DEATH --_ DATE NO.OF VOUCH"1Il NM"r;:OF PAYEE REMARKS .AMOUNT May "'(TbeDaily Notes:Advertbing Ctant of Letters 7 Washington'l County Reports:A~vertistng5h..a~t of Letters 14:00 11 PennsylvalQ.la~ureau 0$Vf,ta.L ~'~a~lSne~.vne ........"" for,Kathet'1.ne Ziee:ler .'I.',.00 Aug.9 inventory 13 •00 ~7'~O Oct.8 Howard o.Stevens:Attorn~y·fee 1,38500 Ma\" AUIl. June 8 5 18 19 I 1,350 '00 63 81 350'00 310 00 441 ~9 ~()', ..... :::::::A~:;:U;:~~~~ANIA 1s.: I.Arlie W.Ott.Trust Officer,keUon l'la,tional Ba.nk cl.nd.'l'ruet Cc;nnpany ~y kNOWLECGE AND BELIEF.THe:FOREGOING IS'A JUST .e.~..'lAY..E ",~+;{.HEREBY CERTI "Y.THAT.TO THE 8E8T OF ADMINISTRATION SUBMITTED TO THE ESTATE OF J-,VV;J;"",~e'f,'!:iF DEBTS.FUNERAL EXP~NSES AND EXPENSD OP' ,••••"••cn'x pu.POs.s.~.tJll;;;;D'Dua,o::p:~ SWORONAND SUBSCRIBED BEFORE ME THIS /-6-d D'Y 01"Truet Officeretober'.71. . .;Z~/n.'P.ixv yd:kL: ,. ...~n --J :'E ;:::::J ::n~.ril C'::':l ,:~----~ if)(0 c:r:,en ........,....~ (fi (1'1 \."-..,...,-{t ...,,-,'. ....(:l 1"J1 t--' ·4 ..,,,,....; ,::::)Cl '"~z .""".::l "'p :.:c:(:-;.:E .' 0 "'-~'.I I..:V 1 :z -0 1 (=-'U1J>(j)..;;; RCC-Bl (6-711 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY CCLLECTIONS HARRISBURG 1712" NOTICE OF FILING OF A;)PRAISEMENT HELLON NATIONAl BArK AND TRUST COHPANY (Executor or Admi ni strato'r) IN YOUR F'EP'L'PLEASE REFER TC Inheritarce Tax Division ~ J LOUIS ZIEGLtRInRe:Estate of ,--_ yJASHm1 TON C F I N '63-71-417olnty-i e 0,_ You are hereby notified that thEI;7"lo,.,.u:ts.y..,·or,....l2r.~1"bii:~A,N;",.,.,,~r-------------- appraisement in th~estate of----------~;-;;;-t;=_;:;;v.=_-------- has be-en filed in t,e office of the Register o~''Vi lis of__Wa_s_h_m_gt_o_n _ Count,on October 28,,19 71.Sa d appraisement reflects the followi,~ valuations: Rea I Estate---~....-I=--I=-t"'fr-~------ P I P 26,695e13ersonaroperh--'-_ T ransfers _ Jointly Owned --~6~_6.&1<---'I-'~------ Total 2__,_9_'_eJS _ As to such tax that is paid within three months from date of death,a five 15%) perce,t discount is allowable.As to an)'tax ~hat remains unpaid after nine (9).mor.ths (fifteen months wI-en death occurred from December 22,1965 to June 16,1971,inclJsive; and helve months when death occurred pior :0 December 22,1965)from date of death, interest at the rat~of six (6%)percent pH anrum is charged. Any part(in interest who is aggrieved by an appraisement may appeal t~_erefrom as pDvided by law. Date __O_ct_o_ib_el"_·_2_8_,_1_97__1 _ DArE OF lEATH:April 18,1971 Note:This is n·)t a bill. Signed RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMM,\RY FILE NO.63-71-417 :Initial)(First Name) Estate of__Z_'J_EG_LER__-__LO_U_IS_·~-.DATE OF DEATH 4/18l71. (Last Name) REPORT OF INHERITANCE TAX APPRAISER \vASHIIDTONI,the undersigned duly appointed Inheritance Tax Appraise.in ar..d for the County of _ Pennsylvania,do respectfully report thai I have appraised the real and personal property as reported in the fO"e~oing return at the values set forth opposite each item in the last column to the right i:t Schedules "A","B","C",and "E". Dated:a,etober 28,1971 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHIIDTON County,Pennsylvania,do respect- fully report that I have allowed deducticns in the amounts claimed by "eponent,except as to those items "here a greater or lesser amount is set forth in the last column to the right in Schedule'F",which greater or lesser amount :represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 26,695.,13 2 ,95.13 VALUE AS,REPORTED VALUE AS APPRMSED $$,----,:::-r""7":=-=-if::-:- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------f--2% Tax on $(6%)0 Tax on $-----------f--~ Tax on $10% Tax on $15% ~~ptioos * Total Estate -+..__ TOTAL TAX COMPUTATION OF TAX $--------t-- $--------t-- $--------+--- $--------+-- $--------t-- $---1.__ (*)As evidenc;:d b:'Charitable Exemption Ce'~t:ficates.issued by the Secretay of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::l=== BALANCE OF INHERITANCE TAX 'JUE $L Add interest at rate of 6%from to -------iC $---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE s L..-- Add interest at rate of 6%from to $--t=TOTAL TAX BALANCE $-----. PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustmer.ts are made to the above computation of tax by the Register of WiLs,f(lr proper reason, same should be noted belo\\-,with short explanation. ~---~"""""..-~-~------------------------------------------------------------------------------------- Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF LOUIS ZIEGLER Deceased Late of WANONs.aURO:. County of .Wl\SI:f:mq'rO:W Commonwealth of Pennsylvania REPORT AND APPRAISAL ,.....1 <i, FI!rnl -Irec:O-2 ... COMMONWEALTH OF PENNSYLVANIA DATE ....,Q,c.t.Qb..er......2.8.,.....1.971...............I..........~ ,DEPARTMENT OF REVENUE WASHINGTONREffiDENTINHERITANCETAXCOUNTYBUREAUOFCOUNTYCOLLECTIONS..............................................................................................- HARRISBURG.PENNA.17127 APPRAISEMENT I FILE NO..........~?=?~:~~?.............................................. Whereas,LOUIS 21m-LER late of ............GANQN?~V.RG..................................................................................................................................................................................................................... in the County of 'wASHINGTON of Pennsylvania,having died........................................................................................................................................Commonwealth on the ...................................................l~h...............................day of .........~?:.;q:..................................................19...m..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Madeline Firmey an appraiser duly appoint~d according to law,......................................................................................................................................, having been'designated to make a fair and conscionable appraisement of the said estate,E.nd to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the folbwing appraisement: In the event that any future interest in this estate is transferred i:l 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureintere5t. " lJrllt AppraisementDescrlplconofAssetVeluesMadeforInheritance Tax Purpcles REAL ESTATE $ none PERSONAL See coPY attached to appraisement 26.695 I} I I ! ! I, ...! .- .•., , J I , I , I fonn~~:~hbJ:~:::h:'W<>rn4r-{dinI~:4'~.~~~~~~~;=e~ti·:~b ~A_~.i...-.................................................,............'"....................................................,......................................... (Ifumber and Str.~t) .....................................................................................................,.................-...............,Penna. (Post OfBee) WASHJNGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LOUIS ZIEGLffi Deceased. Late of CANONSBURG Date of Death,APBJ..L.18.,..1971 . Appraisemeilt Docket Vol.,~.~.. Page,1.~?~9.No 9.~7.+'~4l7 . Filed in Register's Office,1- Amount of tax dlle,~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,. .:.;;.~~ '"... • •~ .." I"dollarsRECEIVEDONEtwmm.tfD l~;tGETt KtJJfl'ShE!2l!lOOijQ .illl.'II.;9 J If"ll.ttl 1 IiHt.",in,.. MELLON NATIONAL BA.NH &-lfRiJST Cot-tPANY....EXR.representing Pennsylvania InheritcnC3 Jr From:x:;Cta:IJI;UQiIt-~~c.....-Jil'Jt1w:U)--o~.:;a~w..l/.E~NS~_,.:E:.st~a~te~T~a::x~d~u~e~fr~o~m~t~h~e~f~o~lI~o:w~i n~g:",:03:s::.:t(J~t:e:...:-------1 Address_~i:r.a....u...l~~..w..l:-........::.:.u.;U..ol..I<f;J~--1 2%Tax on $$----------Ifill File No.(;{j''lJ.;.;.U7 Date of Declth_-q~~~'------1 6%Tax on $~,).36.91. 15%Tax on $""'.,_$--------·111 $---------I~ Date of Payment -~~~~r;:--:19r;,w~f----------l Nome of Decedent _-l.!m.J[;gUg;)!f!&~L ----1 County -----4!l\S1aE~OOJ~-------_1 Remarks: Jl40 %Tax on $$----------llIlI Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT $--.,..:j,1f-::,.!;\3fl,eeRc.~a;q"--'Il:i' le~sd fi~~.perhcentum ofthtax fjftPrev.Pd.J.i9.Q.'~" po wltnln tree man s a er.S·"'1 ~D'••b dt.\4;..u,y 180-,,21 do e of death $----------Ilil PIloS inte-est at the rate of __%fro 11 _ SEA L to _ TOi"Al Av'lOUNT PAID $,---------0 NOTE:;h~s Triplicate Receipt to be retained lor audit p.,urposes,"'~,'t tn..',', a'•(~~',~.,..I ,"..'.3~63-9 Rec.eived ~''''be-Ii ,''1 "1 ,··~·'"f) NOTO 10 '~'p'o,••,~"""'0",'"''''fu '0 t:,"...""".",,,"Ih","h of ••}'~t ~'")r Jtenantortencntloryears,C1s evidenced I::y this receipt,it is u,derstc·od that the Comnonweo,th hall /•...'/'J not be precluded or prevented from hereofter assessing additional inheritance tax at he dea'h o~-!.t'e·\\,1 1",,/\0Lk t ,...,p Ll'!tL ...) Ilfe tenant or tenant fo.r year,s wh,!'never it appear,that such ac'ditional tax may be legally'cue ano',,/\>(,"........(~Ie)'..•.... c'Jllectible for any reason whatsoever.. \IJ 1·1 I AFFIDAVIT OF EXECUTOR .,.;..., STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authcrity,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLONNATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executorJf be estate of LOUIS ZIEGLER,deceased.that the follo'Fing schedules constitute a complete, inventory and appraisement of the real and pers.)nal estate of LOUIS ZIEGLER,deceased, except real estate outside the Commonwealth of Pen:lsylvania;that the figures OpFosite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item ma:le by the above named Executor. Sworn and subscribed before me this ft:d- day of __"---'~"-=.~""'~""'~::..-1971 DOLORES P.MEREDITH Notary Public ARLIE W.orr Arlie W.Ott T.~UST OFFICER of MELLON !'\ATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of LOUIS lIEGLER, D!ECE.ASED INVENTOR Y AND APPRAISEMENT of the goods-and chattels,rights and credits which w~re of LOUIS ZIEGLER,Deceased,lace of 14')West College Street,Canons::>Urg,Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE ECHEDULE $2,309.34 213.22 Mellon National Bank and Trust Corr.pany Canonsburg Office Checking Account No.356-7766 Balance 4/18/71 Less checks subsequently paid Bridgeville Savings and Loan Association Savings Account No.17 Balance 4/(8/71 Savings Account No.18 Balance 4/]8/71 $2,096.12 5,225.85 5,225.85 I ' ..--_.---~-.a-._..''''_~..... .00 T 26;695.13 26;6 95.13 5 26,095.13 T '.I Bridgeville Savings and Loan Assodation Savings Account No.4 Balance 4/18/71 Savings Account No.2 Balance 4/18/71 The Mutual Benefit Life Insurance :::ompany Proceeds of Policy No.991,·H6 The Hanover Life Insurance Company Proceeds of fina~payment under Insurance Confinement of Ka:e Ziegler, Deceased Treasurer of the United States Social Security Rump sum death benefit Total Personal Property Apprc.isement REAL ESTAT~SCHEDULE REAL ESTATE IN PEI.JNSYLVANIA None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None -~- $6,389.45 6,389,.45 1,018.41 350..CO $26,95(,13 .. .~ INVENTORY AND APPRAISEMENT IN THE ESTATE OF LOUIS ZIEGLER, Deceased Filed ,1971 Attorney:Howard O.Stevens,Esquire Mellon Bank Building Canonsburg,Pennsylvania 15317 ~ AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and fer said CountY,and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depoe.es and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor :>f the estate of LOUIS ZIEGLER,deceased.that the follovring schedules constitute a complete inventory and appraisement of the real and personal estate of LOUIS ZIEGLER,deceased, exct:!:pt real estate outside the Commonwealth of Pennsylvania;that the figures opposHe each item of real and persona.l estate in the followin'g schedules are determined and stated by the undersigneci to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made l:y the above named Executor. Sworn and subscribed before me this 9th day of A_\l_tl_US_,'.'_~_'1971 Notary Public Arlie W.Ott 7RUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of LOUIS ZIEGLER, DECEASED $2,309.34 213.22 INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of LOUIS ZIEGLER,Deceased,late of 146 West College Street,Canonsburg,Washington County'.Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Mellon Naticmal flank and Trust Company Canonsburg Office Checking Account No.356-7766 Ba1an(~e 4/18/71 .I,ess chcc:ks subsequently paid Brid~eville Savings and Loan Association Savings Account No.17 Balance 4/18/71 Savings Account No.18 BC\lan(~e 4/18/71 1)17 d-5,225.85 )?'5,225.85 Bridgeville Savings and Loan As Eocic.tion Savings Account No.4 _A/ Balance 4/18/71 crU-$6.389.4-3 Savings Account No.2 Balance 4/18/71 &I<6,389,45 The Mutual Benefit Life Insurance C::>mpany Proceeds of Policy No.991.4~6 The Hanover Life Insurance Company Proceeds of final payment under Insurance Confinement of Kate Ziegler. Deceased Treasurer of the United States Social Security lump sum death benefit Total Personal Property Appra".sement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA None p'1~.018.';1 ..J tf1L 350.)( $26.950.13 MEMORANDUM OF·REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 - \,t t' J INVENTORY AND APPRAISEMENT IN THE ESTATE OF LOUIS ZIEGLER, Deceased J-\U b 9 1971 Filed ,1971 Attorney:Howard O.Stevens,Esquire Mellon Bank Building Canonsburg,Pennsylvania 15317 .~.. --------------~-~-----------~~~--.-. «:::" t:,....~__'.'a .my:daughter,MARY LOUISE TROL~,ofClev~lanc.~Ohio,a~d the other one- , It/~ft[~ /. WI L L I,LOUIS ZIEGLER of the Borough of Canonsbl..lrg,County of Wa·shington,Commonwealth of Pennsylvania,do make this my Will,.hereby..: revoking any and all Wills at amy time heretofore made by me. FIRST:I direct that all my just debts an:!the expense·s of my last illness and funeral be paid out of my estate as soon as may be convenient aft~r my death. SECOND:All the residue ofmy proferty·,real and personal,and wherever situate,1 give,devise and bequeath to m~"v.:ife,KATE ZIEGLER; PROVIDED,however,.that in the event my wife fails to survive me for a pericod of sixty (60)days,I give,devise and bequeath one-half (1/2)of said propert-{":o t! ~\ I ij•f I~ t:, f· Ii1 fjf1t'd'1Iiito, 111..Il L!~~iJj!1II H fj ~:!~:i~;i fit·, ~~t .", half (l/2)of said property to :ny wife's daughter,JEANNETTE WOODHOUSE, of Newark,Delaware.In the event that either my daughter or my wife's daughter is not then living,her share shall be giv~n to her is s~~per stirpes.In the event .. that either shall not then be Lving and have no issue surviving,my entire estate shall be given to the other or her issue per stirpes. .\ THIRD:I appoint my wife,KATE ZlEGLER Executrix of this Will. In case of her death,incapacity or refusal to act a3 Executrix,I appoint MELLON NATIONAL BANK AND TRUET COMPANY Executcr.I give and grant to m~r E~ecutrix or Ex~cutor,"·'in acditionto the authority conferred by law,the power to sell all or any of my property,real or pers )nal..at public or private sal~,at such time and for such price and upon such terms and conditions as she or it may see fit,qr in her or its disc:-etion to retain the same for distribution in kind,and .. i: t ir Ji Ii fi-ItI ii'\ij '1 -;.. ., .the power,but not the dut~·,to invest any cash V'ithout bei ng limited to lC,gc:.l invest,mcnts. IN WITNESS WEEREOF,I have hereunto set my hand and seal this ~~~101---day of ~--.,1959. _._~_.."=::::.-~J--'__,...;.........1.~--'-.__.~R-'-"_'_(S~ALl Signed,sealed,?ublished.and declared by LOUIS ZIEGLER•.the Testator abO-Ie named,as a.nd for his Will in the presence of us ,who,\at:.his request ,in his presence and in the presence of each other,have hereuntcf'~s-u';)- scribec our names as witnesses hereto. Address:_---:;:.-:...-~....;.-:..~--_i_-I-.:.....J.~~-- .' -2- ., ! ..,- ..........~...-!'c7/--(ll ."",'.~", the lastWill and Testament of Commonwealth relating to inheritance taxes. KNOW ALL MEN BY THESE PRESENTS:Whe:reas,at Washington,in the County afGTe~a_d ,Register as aforesa~::l,00 ' A.D.1971 ,before:Ile, in the County aforesaid,dec:..a~ed, in the year of our Lord one thol:scn:I ,Register for the Probate of "-'Tills and Grantir:g seventy One April ~,pril Russell Marino Louis Ziegler the adm:nistn.tion of all and singular the good::and •Mellon National Bank and rrustCompany day of it nine hundred and Office at Washington,this'22nd. day of Russell Marino Canonsburg NOW,THEREFORE,I, on the 22nd. Letters of Administration in and for the County of Washingt.)n,in the Commonwealth of PennsyI"'a'"lil, IN TESTIMONY vVHEREOF,I lave hereunto set my hand and the seal oi said (a true copy .whereof is,to these pn~sents annexed),was duly ad:nitted to probate;and late of Qrnuunumurultll nf lJrtt11l1 Yl.UUttitt.I.t .n1i: 111u.ul1iugtuu (1luuu!y.\ Mellon National Bank :and Trust Company the Executor in said Will and Testament named,having lppeared before me and taken and subscriiJed theoath·of office prescribed by law; grant the~e LETTERS TESTAMENTARY,unto thesaid. committing unto to exhibit a true and perfect inventory thereof into the Re?;ister's Office,at Washington,within rinety days from the date hereof,and to render a just and true ac:ount of said administration at.the expi::-ation of six months from the date hereof,and to regard and comply -,¥"ith,the p~ovisions of,the laws oE th::s --,-chattels,rights and credits,.which were of said deceased,and l:equiring it -,;C •-_."'--.F ,i