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Home My WebLink AboutOC1971-0522 - ESTATE OF RETZER'f-. ' \ 1\ffibautt ®f ifxr.rutnr ®r 1\bmtutatrutnr //.# / ·-~tatr nf Jruuayluania } nn: Qtnuuty nf llaaqiugtnu Personally before me, the undersigned authority, a . .Nntar..y .. P.uhl.i.c--------in and for -said County and State, appeared .. M.a.r..~ .. Jie.tz.e.r. .. .Z.uo.g .............. c-···------··'··--·'·'·-----------.. who, being duly sworn according to law, deposes and says that she is the ~~~_ij~~~~~iJt~§J<~x>Pf the es- tate of .RR.Y..JL ... R.e.t.~al:' _____________________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ___ ({o.Y-... M .•. Re.tz.e~----------• deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal ,estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executlri «rlHDYst~db~X Sworn and subscribed before me this ...... )J.. ........ } :/[).1 p--~-·· · /~-- day ~--~-O~.o~er. ............ 19 ..7.1.......... . ./!.!./~~~*.-~~);;(···; ·;·~·-···· --~ .. : .. . """'~·~ Maryjl'iet'~"r . oo~,. ~ecu .ix ADDITIONAL INSTRUCTIONS . 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 :ifuurutnry atW l\ppraiarmrut of the goods and chattels, rights and credits which were of ...... Ro.y. .. M .•.... Retz.e.r. ...................................... .late of . .filt .•... P . .!.e.as.a.nt ... Io\--.tns.h .. ip .................. . Washington County, Pa., taken and made in conformity with the above·· affidavit. P E i~S ON A L T Y : The Union Trust Company of Pittsburgh Savings Acco~nt No. 30-01 I. (now Mellon National Bank and Trust Co.) The Union Trust Company_ of Pittsburgh Savings Account No. 02-1314 (nO\v M~ I I on Nat,i ona I Bank and Trust Co.) Mel Jon National Bank and Tr~st Company Savings Account No. 53213 Me! lon National Bank and Trust Company Checkin~ Account No. 354-9533 · · - Dodge Sedan, Serial No. 7142674278 soldfor · 20 Shares of Common Stoc~ of Pennroad Corporation, Serial No. W 74363 I Share of·Common Stock of Pe~nroad Corporation, Serial No. P038743 Share of Common Stock of Pennroad Corporation, Serial No. P062651 15 Shares of Common Stock of General Telephone Corpora- tion, Seria·i No. C02401 12 21 Shares of Common Stock of General Telephone Corpora- tion, Serial No. C02898 92 Shares of Common Stock of Genera I Te I ephone Corpora- tion, Serial No. DUI45997 I 5 Shares of Capita I. Stock of Lone Star Gas Camp any, Serial No. 0018257 15 Shares of Capital Stock of lone Star Gas Company, Serial No. 0013001 5 Shares of Capital Stock of Onaconda Copper Mining Company, Serial No. f397172 · · 4 Shares of Common Stock of The Cincinnati Gas & Electric Company, Serial No. NC0151540 8 Shares of Comm6~ Stock of The Cincinnati Gas & Electric Company, Serial No. NC0373705. 4 Shares of Comm6M Stock of the Cincinnati Gas & Electric Company, Serial No. NC02847 25 Shares of Common Stock of Co·lumbia Gas & Electric Corporation, Serial No. CN 498202 Q (Continued) DOLLARS CENTS I , 796. 68 3,015. 52 3,010. 69 762. 32 400. 00 347. 50 17. 38 17. 38 487. 50 682. 50 2,990. 00 369. 38 369. 38 I 12. 50 105. 00 210. 00 105. 00 875. 00 J 'V'd ''(tO ~~ u l. ~-N I H S 'V' 1!\ s·lliN .1 0 }ruslv3J 0 ~~ !~; \;·,: l. ·:··::JssnH LO E Hd hi ·r IL J., u ~ ~ !n -· . ! f I -' ··i ' .. ; ~·~ i i i ·-~ ~ ~ "%:: ~ ;t ;;.:; ..... 0 z -< ., ~ ::$: trJ A:) trJ en , ..., ..., ~ N ..., , trJ A:) ~ .... ~ ~'l :- : ' ~ ~ "' ;:: ..... c .. ~ ;:. ;:: ~ ~ ~ ~ .. !:l. "' ~ -~ ..... ' ~. ,~ R~~ I I ~~: ~ \ ; I 6-' ~ i I ~ r' ESTATE OF ROY M. RETZER, Deceased. INVENTORY AND APPRAISEMENT (Continued) P~rsona~: 10 Shares 'of Common Stock of General Telephone Corporation, Serial No. C0158683 $ 325.00 5 Shares of Capital Stock of Anaconda Comj:B)y Serial No. N0448216 · · · 50 Shares of Capital Stock of Hickory-Penn Gas Co., Serial No. 336 (company cea~ed 112.50 doing business) · · · No Value 55 Shar~s of Capital Stock of Hi~kory-Penn Gas Co., Serial No. 379 (company cea~ed doing business) REALTY: FIRST: AI I that certain l6t of ground, having a dwelling h6use erected, together with other improvements, situated in the Vi I lage of Hickory, Township of Mt. Pleasa~t, County of Washington, and state afores~id, and bounded and described as fo I I ows: BEGINNING at a post on th~ St~tibenvi I le Road or Street, thence South sixty nine degrees West, five and six tenths perches (S. 69° W. 5.6 P.) to a No Value post in said Road; the~ce by land of Abraham Roseberry, South twenty three and one-half degrees East, ten and three'tenths perches (S. 23!0 E. 10.3 P.) to a post; thence byland of Dr. Cha~les Campbel I~ North sixty nine degrees East, four and seven tenths perches (N. 69° E. 4.7 P.) to a p6st; thencie by land of Dr. Char I es Campbe I I, North eighteen and one-ha If degrees West ten and three tenths perches (N. 18!0 W. 10.3 p.) to the place of beginning.· Cbntaining fifty three square perches (53) ·more or I ess. SECOND: AI I that certain lot or piece of ground situated in Mt. Pleasant To~n~hip, County of Washington, and State of Pennsylvania bounded and qescribed as follows, to-wit: BEGINNING at the Street or Steubenvi I le Road running Sotith 19° 30' E. 10 P. to lands 6f R. E. Conner; thence along land of!~. E. Conner ten feet (10ft.) to lands of Charles Retzer; thence North 19° 30' W. 10 P. alorig said land of Charles Retzer to said S~reet or Steubenville Road; thence South ten feet (10ft.) along said Street or Steubenville Road to place of beginning. Containing three and one-half Rods, more or less. Having erected thereon a dwel I ing. Total Gross Value of Estate _5_JOO ~_Q.Q $ 2 'I; ,6 I I • 23 ....... . · ... .. . ' '\ ~ ~ \~ ( ~ '\... i\ 'r ~ ~· c I ~: ~ I ' 'f\ .. ' C!tnmmnnwtaltlJ nf iftuu.aylttanta. ( lili: lla.a4tngtnu C!tnuuty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 21st. day of May A. D. 19 71 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of late of Roy M. Retzer Mt. Pleasant Twp. in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Mary Retzer Zoog rix the Execuwx in said Will and Testament named, having appeared before me and taken and subscribed the oath of office pr.escribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Mary Retzer Zoog committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring her to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to r.ender a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 21st. day of May in ·the year of our Lord one thousand nine hundred and seventy-one ~-?!{_~-····················· Register l::t~ jQ I?! jr ~ ... ... ~ i::t~ +-i 1~ tn I'll ' iN (/) Gl -(1 ltr:.1 ~ ~ !::t! -1 tn "' I'll ... 0 ~ "1'1 a ~ a ~ +-i ~ r .... ~. ·~ r---.,.... ~' "-~..=1 '~ r-=:: -o-...__ J:.~ ~ .. /) (:> .:/.., ·Ji. ~-""·'-·'"""'"" .......... ~:::..-:-::: ~-7'! ....... !!-.4/ I . LAST WILL AND TESTk~ENT OF ROY M. RETZER I, ROY M. RETZER, of the Township of Mt. Pleasant, County of Washington, and State of Pennsylvania; do make this my Will, hereby revoking any and_ all Wills at any time heretofore made by me. FIRST I direct that the expenses of my last illness and funeral be paid out ·' of my estate as soon as may be convenient after my death. SECOND All the residue of my estate, real and personal, and wherever situate, I give, devise and bequeath to my sister, Mary Retzer Zoog, in fee simple. THIRD In the event that my sister, Mary Retzer Zoog, should predecease me, I give, devise and bequeath the residue of my estate to.my nephews, Roy Jerome Zoog and Charles Lewis Zoog, or the survivor, in equal shares. FOURTH I hereby appoint MARY RETZER ZOOG, Executrix of this my Will, to serve without Bond. I authorize and empower her, in addition to the authority conferred by law and without order of any court, to sell any or all of my property, real or personal, at public or private sale at such time and for such price and upon such terms and conditions as she may see fit or in her discretion to retain the same for distribution in kind and the power but not the duty, to invest any cash without being limited to "legal" investments. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ ~ /} ' day of )'(:~lf.t;{;/YYl.A}&!-, 1960. / -(/ Signed, sealed, published and declared by ROY M. RETZER, the Testator ~bove named, as and for his Will in the presence o£ us, who, at.his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. ' 1 '. H f' I: I I I i i I • i .i ~ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The within named Accountant being duly sworn according to law, deposes and says that the above account as stated is true and correct as ___________________ s.he _________________ verily believe. Sworn and subscribed before me this _____ J.d. ________ _ day of ---~-------------_Q_c:tQ.be.~------------------l9 ...... ZL -~t;;t::!:::;,~----------- Washington, Washington Co., Pa. My Commission Expires January 26, 1973 Washington County, ss: ---- ..... 0 ..., = ::l 0 C) ... I C) ~-< > i ,,. ' l " 1.4.,,,., o!· ad O! I ocr I w: o: ""' Ni Nl 0 H r:.1 Wl t.\ Ni E-< ~: (]}. Ni < N! HUS;; E-< c ·: !, .. t ! I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribe~ by Statute and Rule a: CouS as evidence by proofs thereof f1led to No .... f.o3.::~JJ ... R3 ................ .. w~ my hand end oll;cicl seal th;s_d:9_-f!-. ___________ _ dey oL::::iLb:~ykJ ~ ~--C" __ _ _ __ ;--19'][_ -----~~\..U~--- Register bf Wills ..., .... o-.i ::l 0 0 '4 Q) ..c:: N ..., f ~ 0 t •• l ffi ..., '"d Q) ..., Pt1 3 os = Q) rJl Q) .... 1'1 ~ ..., t = ~.1 -~ .;-.; f-f\ ::l "'"ddv 0 C) 1 +.>! '(/). C) r:.1 ~ a;: PEGic-, .. _.,, (l ;.: 'til LLS ol ~1 \-..._; I i.,_ f\ _,, ~ >-l 0: M. l ~I 0 z -\ . .. -- . . >l. t.l ltli 1 WASHINGTON ( /LJ. co .. PA. 0 ..., ~ 0 = 'C = < = :a ..., ·~ Q) ..c:: ..., ~ a; ,.-< >i COl ,. ' ---- ~ ~ " '~ 1 i ~ t ~ -..... \,..:.. ~ a Co .:3 --?/-.!} 2:L J '• .. / -· FIRST AND FINAL ACCOUNT OF Mary Retzer Zoo~, Executrix of the Estate of f~oy M. l\etzer, I ate of Mt. P' I easant T oi·msh i p, -\~ash i ngton County, Pennsylvani.a The Accountant IS charged as follows: As Per Inventory and Appraisement .......•.......... $ 21,611.23 TOTAL ASSETS OF ESTATE ............................. $ 21,611.23 TOTAL CREDITS CLAIMED .............................. _ _3,740.30 BALANCE.:.· ... .' ..................................... $ 17.8Zih.2,L The Accountant claims credit for the following: -------------------------··-··-·-- Russel I Marino, Register of Wil Is Observer. Publishing Company Washington County Reports Russel I Marino, Register of Wi I Is Russel I Marino, Register of ~i I Is Washington County Bar Assn. Shirley Jankowski Rodgers And Roney Ma I co I m Morgan, ~~ash. Co. T recs. Malcolm Morgan, Wash. Co. Treas. Robert Punola, Tax Col lector Robert Punola, Tax Col lector Hickory~Woodrow Telephone Co. Dorothy Morrison Frances Arbuckle Dr. John McCarrel I Dr. Joseph McMahon West Penn Power Co. ~iary Zoog Columbia Gas of Pa. Irene Mrenal Florence Zoog ~~. B. Retzer Washington Hospital Lou i s So I I on Forest Lawn Gardens Total letters Testamentary, etc. Advertise Estate Advertise Estate Fi I ing Inventory File First & Final Account Audit fee Notary fees Attorneys fees 1971 County Tax Personal Property Tax 1971 School Tax '1971 T\vp. Road Tax Phone b iII Nurse Services Nurse Services Medical Services Medical Services E I e ct r i c b i I I Nurse Services Gas bi II Cleaning Services Payment of loan Payment of loan Hospital Services Funeral Services Grave site $ 23.50 14.00 14.00 6.00 17.00 10.00 3.75 I ,080.56 29.92 22.69 104.62 25.24 18.99 140.00 70.00 5.00 30.00 29.01 315.00 24.44 40.00 12.00 300.00 6.83 I, 287.7 5 II 0. 00 ------ $ 3,740.30 ·, Observer -Reporter. WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.paper Advertising Act of 16 May, 1929, P. L. 1784, a;s amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . -Personally ap·pear·ed before me, a Notary Public in and for said County and State, ..... R.i.C.h.!!~.4 ... § .. ~ .... G.Q~~ ................... , who bein>g duly s•worn according to law, deposes and says that he is the V.ic.e!'!'!Pr.e.siden.t. of the Obs•e.rver Publishing Company, a Pennsylvania corporation, and its agent in this behalf; that the said Company is, the owner and publisher of the Observer-Reporter, succ>essor to The Washington Observer, established Septembe~ 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspape.r of general circulation, printed and published and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and publlsh!ed continuous-ly for more than six months· prior to the publication of the notice hereto attached; tha;t the printed noticE: T' ~dvertisement hereto attached is a ·copy of an official adve·rtisement, of ~J._i notice, legal notice or legal advertisement, exactly a:s printed or publL:hed ''1 the Obs>erver-Reporter in its regular editions on the following date o.· I) .te.s; .......................................... .. ............................... M.~.Y .... ?.?._,._~~~-~ .. --~~-~ .... 1..<?..? ..... !.?.7.! .................................. . that neithe•r true affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the ane.ga- !~~n~~~!. this affidavit as to the time, pla~ractee=tion .................... / ................ .. Sworn to and subscr~A before me this ... lQ ... day or.J~~~ ... J.9.7~ ~#~~~~~ WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6. 1972 -Washington County Reports Washington# Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs ( 3) and ( 25). CouNTY oF WASHINGToN} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav·ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ..... ~5!.Y. .... :?.Z..t ... J .. 9.l..L .......................................................... . .... .JuM .... J ......... t.o., ..... l.!}7.t. ............................................ . Estate Notices The Register of Wi.Jls has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • RETZER, ROY M., Dec'd. ~ate of Mt. Pleasant Township, Wash-mgton County, Penna. Executr1x: Mary Retzer Zoog Box 113. Hickory, Penna. 15340 ' Attorneys: Frank C. Roney, Rodgers and ~oney, 63 South Main Street Washmgton, Penna. 15301 ' that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and character of the pU!blication M' ""'' --~ ••• iQ.. ~ 4·· ~'r__-./' Sworn to and subscribed before l..Q.th ........... day of ........................... "Jne. ........... , 19.7. . .1. ........ .. r:L-r-~. JOSEPHINE T. SCIAMANi'lA Notary Public, VJcshington, Washington Co. My Commission Expires July 1, 1974 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,: · ~ SS: .' \ amended The within named Accountant . being duly sworn according to law, deposes and says that the above/account ~ '· '' .• .asstat~d is true and c~~rect as ......... ~h~----------------------------verily believe. Sworn-and subsc~ibed before me this ... ~.JZ~h _____ ,_ day_ of ______________ N_o_v.e.OJb.e.r. ___________________ 19 ... /.L .. -~~ • '!' I • • :"_ . ------------_·__ ------------------.. : ..... , ..... ,. --' . SHIRtEY JANKOWSI{l, Notary Public w.;shington.," Washington Co.: Pa. M~ Commissi9n Expires January 26, 1973 Wa,shington County, ss: ... 0 ...., = ·::s 0 <:,) <:,) < I do certify that I, have given legal notice 'to all persons I concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs the•eof I; I ed to No -_{.._3_ J[_ =-~ 3 5_ --- -.f),. wrrf\'A my hand~and ~ff;dal•eal th;, ___ Jl:::::: _________ _ day oL .. J.~~---------~-------~-----------------------_-.------_19_]}_ __ . . ---· . ----Register _of Wi-ii~---- . .--· ' .. ...., ... ::s c) 0 ~ ...., 0 0 (I) = ::s 0 .d ""' ...., 0 0 ~ ...., <:,) <:,) < « \ •l ~ ·I'« ~ 0. 0. . rl~ · f ! ·l-~:-' ry .. r ~-, r. .. J-,. .. •• ·~I ~l~J ~; ~ti II ~~0 ... ... 't:l ~ (I) ...., 0 = (I) : 0 "' : 'C) (I) 0 ... ~ ~ ... 0 P'1 E-< I J < ~ E-< f'..: rn P'1 I! \'<1( ~~ c:i z \ . -. i ~ w N 1-w ~ :E > 0 ~ Nl tJ c1. "' ~ ~ >i. Li IU ~ R!U'· SELL f,J ,:\RI N 0 F~ElGlSTEf·{ OF WILLS wNs IINGTON CO .. PA. 0 ...., ... A ...., = ::s 0 <:,) <:,) ct! = :a ...., ·s (I) .d ...., ~ m ..... : : i8 0 :>< P'1 0 N ...., ...., ' < 't:l = ct! ... Cl) ...., "' '60 (I) p:: ~ m: -- :--. 0 0 --.. ~ ~ \) r- \J:) ~ I \:;,- ~ ~ --.~ - ~~.·-· --~- .r:· . ,. \ " ... ~ .· ·I ... ··-'-··· t' .,,. ··i·.·: . , I/ • I :: ..... - ~ ~ "' ~ / ....-? ·~ ... --,, : •· -;,• The-Court is respectfully requested tci d t' ~ ' ·-( d' ·- I . I \! ~=. AMENDED FIRST AND FINAL ACCOUNT OF Mary Retzer Zoog, ~xeriutrix of the Estate of Roy M. Retzer, late· of Mt. Ple~sant Townshi~, Washington County, Pennsylvania The Accountant is charged as follows: ·"'' As Per Inventory and Appraisement .•••.•••••..•.••. $ 21,611.23 .. , < ,! ., TOTAl ASSETS OF ESTATE •.•••••..•••••..•• , ••••.•••.• $ 21, 61 J • 23 TOTAL CREDITS CLAIMED . . . • . . . . • . . . .. .. . .. . • • . . . . . . . 4.944.30 BALANCE ••••••••.•.•.•••••...••••••••••.••.••••..•. $ 16,666.93 .-- The Accountant claims credit for the following: Russel I Marino, Register of Wil Is Obs:rver Pu~.l ish i ng Company Washington County Reports Russel I Marino, Register of Wills Russel I Marino, Register of Wil Is Washington County Bar Assn. Shirley Jankowski Rodgers And Roney Malcolm Morgan, Wash. Co. Treas. Malcolm Morgan, Wash. Co. Treas. Robert Punola, Tax Co I lector Robert Punola, Tax Collector Hickory-Woodrow Telephone Co. Dorothy Morrison Frances Arbuckle Dr.John McCarrel I Dr. Joseph McMahon West Penn Power Co. Mary Zoog Columbia Gas of Pa. Irene Mrenal Florence Zoog R. B. Retzer Washington Hospital louis So I I on Forest Lawn Gardens Register of Wills Total Letters Testamentary, etc. Advertise Estate Advertise Estate F i I e Inventory File First & Final Account Audit fee Notary fees Attorneys fees 1971 County Tax Personal Property Tax 1971 School Tax 1971 Twp. Road Tax Phone bi II Nurse services Nurse services Medical services Medica I !:erv ices Electric bi II Nurse services Gas bi II Cleaning services Payment of loan Payment of loan Hospital services Funeral Services Grave site File Amended First & Final Account $ 23.50 14.00 14.00 6.00 17.00 10.00 3.75 I, 080.56 29.92 22.69 104.62 25.24 18.99 140.00 70.00 5.00 30.00 29.01 315.00 24.44 40.00 I, 200.00 300.00 6.83 I, 287.7 5 110.00 16.00 $ 4,944.30 11u tqr ®rpqaus~ C!tnurt nf Dltasqiugtnu Qtnuuty In the matter of the Audit of Account in . ROY M. RETZER Estate of ................................................................................... . No ............ 5.22 .... 9..f. .... L9.1.1. ........................... xJt~x.xx~x TO THE AUDITING JUDGE: Enter .............. 5?.~-~---······························appearance for ..... J1.~_r.Y .... R~.t-~~-r. .... 49_Qg_, _____ );_~_e..~-~-t.r..i.X .............................. . ................. 1.6 .......... day of.. .............. D.ece.mb.er ................... , 19 ..... 1 .. :. N.B.-Counsel shall, by separate paper, present a ·concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Counsel suggesting proper distribution shall file a separate concise -statement in that regard. ) r I. , ~~ . I ; I 4 .i. . ~ f 1 l~~ ... ' ?72 Jf1i,! li IJ'.· "' ! j: L n u s :: t: r ~ : , .-•. ~-~ J N o fl E G IS T E F: u F \'1! L L S iVA S 1·11 N (, T n N r, 0., P />, 16 No. _____ 5_~-~' _ _g_f _____ I __ 9.]__! ______________ , _____________ JC~).(X-':(~ In re Audit of Account in Estate of ___ , ______________ B_Q_y_ ___ M __ ~ ___ __R~T~JJL .. __________________________________ _ AUDIT Jrartipr fnr l\pprttrtturr FOR _________________ H~_r.y ____ R~.t .. ~-~-.r. ____ z,_Q_Qg_, _____________ ..............• __________________ Exec.utr.ix _____________________________________________________ _ RODGERS AND RONEY Attorney .....,2 PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Testate Form J Estate of .... RO.Y ... M ..... REI~EJL ....................................... . No ... 5~~---Q.f .. .!.9.7.J ................................... . Fiduciary,.M~-~Y. ... R~_t_:;;;_~r. ... ~.Q.Q9_, _______________________ _ .. (x.e.~Y.tr.i.x ......................................................... . Deceased Date of Date of · Decedent's death .... ~~~Y .... !.S.L .. J .. CJ.Z.!. ................................ Grant of Letters .... ~.?.¥. ... ~.!.! .... ~.?.Z..1 ................................. . This is the .. Eir..st ... and .. f.ina.L. ................................... account. filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . ........................... ~QD.~---································-----································································································-------·······- Eiection to take None Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record ............................. . Name of surviving spouse ............. N.one ........................................................................................................................ . List issue, where material: None Did decedent marry after execution of will? (indicate)~-No. Any children born after executi0n of will? (indicate) )t}(9{ No. If answer yes, name them ...... .Not ... .ap.p.Li.c.ab.J.e .•....................................................................................... --------------------------------------------------------------------------------------------·----------------------------------~---------------------.-------------... -------------------. Leg.atees Relationship Mary Retzer Zoog Sister List, if exceptions .to above: Adeemed: Revoked: Not app I i cab I e • If partial intestacy, give facts: Not app I i cab I e • Interest Residuary Legatee and Devisee Lapsed: Fiduciary, if deceased or not sui juris Sui Juris Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. )O'X<;XXX If any exception give cause: ....... N.one ............................. . FilecopyofNotice Copy of Notice of Filing Account and Audit, dated ,_. and date of mailing ... .No.v.embe.r.. .. 29., ... .1.97..J.. .. i.s .. .at:ta.ched ... he.rte:t.o .•............................................................. Is estate subject to the filing of a Federal Estate Tax Return? ......... N.o ......................................................................... . ' Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ........... ~~!:'-~---··············-'······················ If the Will makes any portion of est-ate subject to a life-estate, give name and birth date of life tenant ..................... . ............................. N.<?.t. ... ~P.P. . .t.i_g~_bJ..~.·-·······················-----···································-·····---------------------------------------------------· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are ·admi_tted to be correct; and whether the claim is denied. There are no known unpaid creditors. Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: ~-- None Balance for distribution per account, (amended account) Itemize any additional debits not shown by account: $ ... 1.6., . .6.6..6 .•. 9.3. .......... . Total additional debits (Add) $ ....... N.9n.e. .................. . Itemize any additional credits not shown by account: Total additional credits (Subtract) $ ....... None .................. . Balance for distribution $ ..... J.Q.L.9.§.9. ... 9..3. ........ . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); See attached sheet. ~· -..... --~~ l n ' ' . Items held in kind, and appraised value: 20 shares of Common Stock of Pennroad Corp. Serial No.-W 74363 at appraised value of Share of Common Stock of Pennroad Corp. Serial No. P038743 at appraised value of Share of Common Stock of Pennroad Corp. Serial No. P062651 at app~aised value of 15 Shares of Common Stock of General Telephone Corp. Serial No •. C02401 12 ·at appraised value of 21 Share~ of Common Stock of General Telephone Corp., Serial No~ C02898 at·appraised value of 92 Shares of Common Stock of General Telephone Corp., Serial No. OUI45997 at appraised value of 15 Shares of Capital Stock of Lone Star Gas Co., Serial No. 0018257 at appraised value of 15 Shares of Capital Stock of lone Star Gas Co., Serial No. 0013001 at appraised value of 5 Shares of Capital Stock of Onaconda Copper Mining Company, Serial No. F397171 at -appraised value of 4 Shares of Common Stock of The Cincinnati Gas & Electric Co., Serial No. NC 0151540 at appraised value-of 8 Shares of Common Stock of The Cincinnati Gas & Electric Co., Serial No. NC0373705 at a~praised value of 4 Shares-of Common Stock of The Cincinn~ti Gas&- Electric Co., Serial No. NC02847 at appraised value of - 25 Shares of Common Stock of Columbia Gas & Electric Corp., Serial No. CN 498202 -0 at appraised value of 10 Shares of Common Stock of General Telephone Corp., Serial No. C0158683 at appraised value of ' 5 Shares of Capital Stock of Anaconda Co., Serial No. N0448216 at app~aised value of Real Estate, situate in Vi I lage of Hickory, Mt. PI easant T 0\vnsh i p, Washington County, Pennsy I van i a, (more fu I I y described in the Inventory) at the appraised value of $ 347.50 17.38 17.38 487.50 682.50 2,990.00 369.38 369.38 112.50 I 05.00 210.00 105.00 875.00 325.00 112.5:0 5,500.00 •. If Family Exemption claimed by Petition, give place of Record: ........... N.9.!1~---------······················································ If Family-Exemption is claimed at audit, give name, relationship and basis for Claim: .......... N.9.n~---·························· List any advancement or distribution on account that has been made, and nature and amount of same:· None. Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Mary Retzer Zoog is the residuary legatee and devisee of this estate and she has elected to take all of the shares of stock and real estate in kind, at the appraised values, as per the election to take in kind attached hereto. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ...... s.wor.n .................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ......... he.r. .............. knowledge and belief . ......................... S.W91.'.n ........... to and subscribed before me this .. U~day of..~.l9 ... 7..L Signature of Officer ·····-~Z~~~ff!i:~~---············· Title of Officer ..... .No:t.ar..y. .... uhLi.c .......................... . Office expires ........ ~JR~~-;1_~-~J~g_\A{~_f~J:.N?.t.~~Y.r..~~!!: ............ . Washington, Was!1ingtcn Co., ?.1. My Commission Expires January 26, 1973 ' . \ . .. \ . ,• /~ ~-· No. . .... .52.2. ... Qf ... l91.L ....................... . Estate of ... RQY ... M •... REIZER ...................... . Deceased Fiduciary ... .Mar..)t...Re..tz.er. .. ~Z.o.og.., ............. . .................. E.Ke.c.ut.r..iJ.< .................................. . 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-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraise~ent. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. RODGERS AND RONEY ·~--·a ····---B-y~(·· .,..,2 ! .• r-· • . .. , .... -· I ~ ~j.;. ¥72 JP.ti l! n 1~4 ' ,... I ( 16 R U [3 3 E l !. . > r·· t\ l t~J 0 REG/SiE~: (1~: WILLS W.6.Si'·l/Nl_~J':JN CO .. PA . I' / , Jlu tlfr <ttnurt nf <ttnmmnu Jlrns nf llnslfiugtnu Qtnuuty. Jruu.aylnnuin. ®rplJnu.a · O!nurt llini.ainu ESTATE OF 63-71-522 No.-___:=---~---------- Roy M. Retzer First and Fina.l In the matter of the _________ _ deceased Account of Mary Retzer Zoo~ Executrix ADJUDICATION AND DECREE . January ~ 72 . . And now , 19 __ , th1s matter came on for heanng, audit and distribution at this session and testimonytaken; and thereupon, upon due consideration thereo{GhE(,ggl~e for distribution in rthe hands of the Accountant is determined to be $ ' •'1) · and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account _________________ _ Balance _____________________ _ Deduct Clerk's Costs & Receip~~-------------- Atrtorney __ ~R~o~dQ.lg§.:e~ro~o..:sg_:&~R~on~e.J.y ___________ _ in certifying I Russell Marino, Clerk o.c., costs real estate to Recorder, Olga o. Woodward, Recorder, costs recording certification of real estate, 32.50 Russell Marino, Agent, transfer inheritance tax, 2493.39 Mary Retzer Zoog, sister, residue including, caeh, real estate as hereinbelow described and the following assets, held in kind and d.istri ... buted as such s.t the appraised value, per elec- tion filed;- 20 shares of Com. Stock of Pennroad Corp. 1 Share of Com Stock of Pennroa~ Corp. 1 Share of Com Stock of Pennroad Corp. 15 Shares of Com Stock of Ganeral Telephone Corp. 21 Shares of Com. Stock of General TelephoneCorp. 92 Shares of Com. Stock of General TelephoneCorp. 15 Shares of Capital Stock of Lone Star Gas Co. 15 Shares of Capital Stock of Lone Star Gas Co. 5 Shares of Capital Stock of Onaconds Copper Mining Compa.ny 4 Shares of Com Stock of the Cincinnati Gas & Electric Company 8 Shares of Common Stock of the Cincinnati Gas & Electric Company 4 Shares of Common Stock of the Cincinnati Gas & Electric Company $16,666.93 $16,666.93 ' \ .,_ ' ' 0 ~ -:> ~ .g :S· r z ''"" ? 0 0 :r i ar c (1) :s 3 0 ..... 0 0 -· --'"" .... (1) ., +-\ a t 0 ·. '• -· - ~ 9=- .. = (1) ~ & s to:) s ~ - •"\ ') r r r . .., ... )" r ."!· ! -' r ,- '} -t ' . .. ) ., • I . ' 25 Shares of Common Stock of Columbia Gas & Electric Corp. 10 Shares of Common Stock of General Telephone I .. Corp. 5 Sha~es of Capital Stock of Anaconda Co. l]ll28.1~ No balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF \~ASHINGTCN COUNTY BY THE CLERK OF THE ORPF..ANS' COURT DIVISION Roy M. Retzer, devisor, to Mary, Retzer Zoog, de isee of all the right, t.itle··and· interest of the devisor in and to par< els of real estate described as, VIZ~ ' FIRST•. ALL that certain lot. of ground, Ill ving a +elling house ~erected, together with ot.~er improvements si tua.ted in the Village of Hickory, Township' of Mt.: Pleasant, C< unty of ~ashington,: '• and State aforesaid, and bounded and described IS follow~: BEGINNING at a .• post <;>n the Steuber ville, Rpad or .. Street, thence South sixty nine .. degrees West, five and s·x tenths. pe~ches (S. 69° w. 5.6 P.) t9 a:_:Post in said Road; thenc~ by .· land of. Abraham Roe e berry, South twenty three a.nld one-ha ""f' degrees East, ten and three tenths perches (S. 2J~0 E. 10.3 P.) ~o a post; thence by land of Dr. Charles Campbell, North 8i~ty nine degrees East, four and 8even tenths perches (N. 69° E. 4.7 P.) t~ a post; thence by land of Dr. Charles Campbell, North eighteen ~ d one-half degrees West ten and three tenths perches (N. 18?a0 w. 10~3 P.) to the place of beginning. Containing fifty three ~quare p rches (53) ~ore or less. SECOND: ALL that certain lot or piece of gr-ound si-tuated .. in Mt. Pleasant Township, County of lrl ashington, ~nd Stet~ of Pennsylvania Bounded and described as follow8, tp-wi t: BEGINNING at the Street or Steubent.rille Rm d running South 19° 30' E'. 1·0 P. to lands of R. E. Conner; thence ilong la.nd of R. E. Conner ten feet (10ft.) to lands of Ch~rles Re1zer; thence North 19° 30' w. lOP. along said land of Charles Retzer 1o said Street or Steubenville Road; thence South ten fe t (10 fi.) along said Street or Steubenville Road to Place of Beg nning. Conta.ining three and one-half Rods, more or less. Having erected thereon a dwelling. c MRTIFIED TO RECORDER: J.NUARY 1 , 1972 ... -··· -~ 1 ~ ·~ ' ,., .. . ". ~ .\ ( . .~ r r J .• r ~ . ' ) '·. r~ I ~~ 'i\ t" ~ ~ i\. •• IN THE COUI~T OF COMM1rN-PLEAS 0 WASHINGTON COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION No. 522 of 1971 IN RE: ESTATE OF ROY M. RETZER, Deceased. ELECTION TO TAKE IN KIND AT APPRAISED VALUE RODGERS AND RONEY ATTORNEYS AT LAW 63 SOUTH MAIN STREET WASHINGTON, PENNSYLVANIA l \ n _:~ r ~ • • ~: :: ,., 1 t ' ' ~ I • • t •• 1-t ~ ' I • ' • I . ---, rp' ') ' ;• 0 .. ) I' ! ~ "'• : : ... r ; .. ... _.. .. RODGERS AND RONEY ATTORNEYS AT LAW 53 s. MAIN S'TREET WASHINGTON. PA. : . I, IN THE COURT OF COMMON PLEAS OF vvASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION i No. 522 of 1971 IN r~E: ESTATE OF ROY M. RETZER, Deceased. ) ELECTION TO TAKE IN KIND AT APPI(A ISED VALUE I, the undersigned, Mary Retzer Zoog, being the legatee and devisee of the real estate and personal property described hereinafter under the last \vi I I and Testament of the said Roy M. Retzer, deceased, do hereby elect to take the following in kind at the appraised value that appears on the Inventory and Appraisement that was filed 1n this estate: 20 Shares of Common Stock of Pennroad Corporation, Serial No. W 74363 Share of Common Stock of Pennroad Corporation, Serial No. P038743 ·I Share of Common Stock of Pennroad Corporation, Serial No. P062651 15 Shares of Common Stock of General Telephone Corporation, Serial No. C02401 12 21 Shares of Common Stock of General Telephone Corporation, Serial No. C02898 92 Shares of Common Stock of General Telephone Corporation, Serial No. DUI45997 15 Shares of Capital Stock of lone Star Gas Company, Serial No. DOI8257 15 Shares of Capital Stock of lone Star Gas Company, Serial No. D013001 5 Shares of Capital Stock of Onaconda Copper Mining Company, Seria No. F397172 4 Shares of Common Stock of The Cincinnati Gas & Electric Company, Serial No. N:COI51540 8 Shares of Common Stock of The Cincinnati Gas & Electric Company, Serial No. NC0373705 4 Shares of Common Stock of the Cincinnati Gas & Electric Company, .Serial No. NC02847 25 Shares of Common Stock of Columbia Gas & Electric Corporation, Serial No. CN 498202 10 Shares of Common Stock of Ld,NO' Corpo~ation, Serial No. r.-· 5 Shares of Capital Stock of Serial No. N0448216 ---- 0 General Telephone C0158683 Anaconda Company, ( FIRST~ AI I that certain lot of ground, having·a dwel ting /'house erected, together with other improvements, situated in the Village of Hickory, Township of Mt. Pleasant, Cciunty of Washington; ~nd state aforesaid, and bounded and described' as follows: . .RODGERS AND RONEY ATTORNEYS AT LAW 63 S. MAIN STREET WASHINGTON, PA. ; BEGINNING at a post on the Steubenvii le Road or Street, thence South sixty nine degrees West, five and six tenths pcirches (S. 69° w.·s.6 P.) to a post in said Road; thenc~ by land of Abraham Roseberry, South-t~enty three and one-half degrees East, ten and three.tenths perches (S. 23~0 E. 10.3 P.) to a post; thence by land of Dr~ Charles Campbel I, North sixty nine degrees East, f6ur and seven tenths pe~ches (N. 69° E. 4.7 P.) to a post; th~nce by ·land of Dr. Charles Campbel I, North eighteen and one-half degrees West ten and three tenths perches (N. 18~0 W. 10.3 P.) to the place of beQinnirig. · Ctintaining fifty three square perches (53) more or less. · SECOND: All that certain lot or p1ece of ground situated in Mt. Pleasant Township, County of Washington, and State of Pennsylva~ia bounded and described as follows, to-w it: - BEGINNING at the Street or Steubenvi I le Road running South 19° 30' E. 10 P. to lands of R. E. Conner; thence along land of R. E. Conner ten feet (10ft.) to lands of Charles Retzer; thence North 19° 30' W. 10 P. along said land of Cherles Retzer to said Street or Steubenvi I le Road; thence South ten feet (10ft.) along said Street _or Steubenvi·l le Road to place of beginning. Containing three·and one-half Rods, more or less. Having erected thereon a dwel I ing. IN WITNESS WHEREOF, I have hereunto set my hand and seal this . fl_/ J~./:LJ day of ~~~__/ , 1971. WITNESS: 21J,~~ (SEAL) Mary e z Z~ J C' ,~ .. ~ ,. i r ) . ' l e I I I I ' . I . ' I . , . IN THE COURT-OF COMJ.V[ON PLEAS-OF WASHINGTON CONNTY, PENNA -·. -. . ORPHANS' COURT DIVISION -. ~ . IN RE: Estate of ' ROY M. _RETZER, :! z o( -> ' '..1 > Ill Deceased. ~ .. ~ "' 11. zBEFORE: ~. . z :r Ill o( ~ . -.. APPEARANCES: ·-.. _ ' !:1 II: .. !' o: .J o( §TIME: 0 :::1 ,., :z:-1-Jr-. 01 qJj ' ( ., < ) ( ,, ) ( ) ( No. 522 -of 1971 HEARING ON AUDIT The Honorable P. VINCENT MARINO, Judge of the said Court. RODGERS & RONEY, Esquires, of Washington, Pa., representing the Accountant. . . Thursday, December 1q, 1971, at 10:00 A. M., EST J ~THE COURT: Number 522 of 1971, the estate o( Roy M. R tzer, II: 0 .. ~ deceased. The Executrix is lv.Lary Retzer Zoog and'the attorneys ... 0: :J 0 u .J-oe( .. are Rodgers & Roney. mr. Boney? ,.,. -. ~ 1v.1.·R. RONEY: _If the Court please~ I have the Petition Sur .. ]1. 0 Audit, together with t_he n~-cessary papers for filing in this estate. ' ~ ~ . There are no known unpaid creditors.· The In!;J:~ritance Tax has not . been paid as yet. There are no complications. Everything in the est te goes to the sister. THE COUhT: Is there a!lyone else in Court interested in tl is decedent's estate? ( NO RESPONSE) ·! "' -· HE COURT: the Court. ~~e audit oi this ac,co~~t i~ ordered closed b~ ~ I ( AUDIT CLOSED ) 1- . ' <( • • ' ~ are contained tutq and accurately in_ the notes taken bf me on the b~in9 ~ ~~ tl\e above_ea~e, and that tb~-coPY ls a co~reet transcript ~f the same. I ' z. . . Ill II. i a 1-C!" z i Cll <( 3: ..= ~ 0:: ·I-!-a ... cc u ii: ... 0 . ' s. ., 2 ----------------------'-------------~---- ·. .r ·, ·'-. ' .... ,, .. , •· ... ... ·~,~~ '· ~ ~ . . '! ... t-... .. ·1" ~.,io\,_, .... .. ~· ,; '"' . -.t ,.. · .. ';/'If .. ~ .... '. ., .. . L. ' ,. ') ) "4l ) ·• '{ ..f..,. ..... i .·1 • .. .. r .t;·· , 'I A. : ~~ ' < .. . . . . . , ·-~, i'' ·' ~····· : .l., ' .. ·.}• .. ~ ·' ".t '• \ .... . ' .. J l. ' ~ c.:·~ . .. .. , ... Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .. WA.SH.I.N.GTON ..... IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted hy the Secretary of Revenue. (Section 703 of the Inheritancean!f Estate Tax Act of 19_61.) IN THE MATTER OF THE ESTATE OF } AF.I<'IDAVIT OF ............... R.OY ..... .M .•...... R.EIZ.ER.................... ............................ .................................................... EXECUTOR (State full name of decedent) Late of .... Mt ........ P . .Leasant .... Twp. ...... 7 ....... W.a.sh ................ County ADMINISTRATOR ::.:or p:::::~::::• _ ::--_J'" J ........ Mar..y. ..... Re.tz.er. ..... Zo..o.g .. ............................................... . Exe.cut.r.ix ........... ~ ~~~XX of the estate of the above-named decedent being duly sworn, depose S and says (Month) (Hay) ..... , 19(t~!·j····{~~~~~~ving a last will, copy of which is hereto attached. } Decedent · dJed ... M.ay ...... I.S Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. Frank c~. R.oney, Esquire,..:.Rodge.rs And Roney Attorheys at Law; 63 South .Main Street, ........................ .... . ............. . Washington, Pennsylvania, 15301. That as such ......... !;.-?S~.Q.Y:t..r..i~ .......... deponent is. familiar with the affairs of said estate and the property con- ( l•;x,•cutor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- McDonald THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT N That the contents of said sare deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons -hereinafter set forth: Dept. has the Inventory of contents in safe deposit boxes. That Schedule A attached hereto and made part hereof sets forth full v and in· detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, Rousehold furniture, horses, carriages, automobiles, boats, and any and all other personal chattels or whatsoever kind or nature, left by decedent, together with the rairly estimated market value thereof; all bonds and mortgag:es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici·es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. ,. In the case of' securities of' close or family corporations, the values reported are as far as possible substantiated by financial statements of' the corporations, showing the assets and liabilities thereof' as of the· date of' death. The schedule also sets forth the interest of' decedent at the time of' death in any co-partnership or business, and in support of' the value of such interest there is annexed to said schednle, financial statements showing the assets and liabilities of' said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted, It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of' death, The Schedule C attached hereto and made part hereof' sets forth a true answer to each inquiry contained therein and in the case of' transfers of'property, real or personal, within two years of decedent's death, in contemplation of' decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of' such property, to whom transferred, the relationship of' the transferees to the decedent, the proportionate share received by each transferee and all other facts of' a pertinent nature regarding said transfers. In the case of' transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of' the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of' all property, real and personal, with its value, which passes at decedent's death by virtue of' the exercise by decedent, either individually, or jointly with another, or any power of' appoint- ment vested in decedent, either individua~ly or jointly, by the will, deed, or other instrument of' another, with a copy of' the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof' sets forth the names and addresses of' all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of' decedent's death of' all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if' any, died prior to decedent, the dates of' their death, their issue, and the relationship of' such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of' the decedent and others, plus the date and place of' record of' instruments effecting the vestiture of' real estate and the date of' acquisition of' personalty, plus the name, address and relationship, if' any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof' sets forth fully and in detail all debts and deductions claimed for and on behalf' of' this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of' administration of' this estate; counsel fees and fudiciary's cooonissions 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 charge.able 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 c~n 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 Suoonary. Subscribed and sworn to before me this ................................ . ;~?1~~~t~ix . ............. .Y. ................................................ ..., ................................................. ~ ............. . (Street Number) .~~~ ...... 1 ... ~ .. ~.~ ....... ~ .. L~.~.?..~X .. ~ ...... ~ .. ~-~.~.~Y. .. 1 .. Y~.~ .. ! .. ~ ... ................ ; ......... ./J. ............. day of ....... Oct.obe.r. .................... 19 ... 7..1... .. ............. ~:,.a~~ ...................... . ,_... .................... ·:·r"'s~~-;ANKOWSKI, Notary Public Washington, Washington Co., i'a. My Commission Expires January 26, 1973 (City en: Town and State) 15340 NOTE: Before signing affidavit make sure all blank spaces in the af'fidavi t 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. J:r.r;-!{:la-rn CuklON\V"EALTH OF PENNSYLVANIA T!L\N~:F~<;n_ INHF.H.ITANCE TAX HESIPT!~NT DECEDENT SCHEDULE "A" REAL PROPERTY :.teal property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of decedent. Where property held as joint te~ant or·tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. (1) The real property located in the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a refer- ence to the record of the conveyance by which the decedent took title; if a farm state number of acres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assess- ments, accrued interest on mortgages, etc., are to be listed on Schedule "I!'" and must not be deducted from this schedule. ASSESSED VALUE FIRST: AI I that certain lot of ground having a dwel I ing house erected, together with other improvements, situated rn the Vii lage of Hickory, Township 6f Mt. Pleasan ., County of Washingt6n, and state aforesaid, and bounded and described as follows: BEGINNING at a post 6n the Steub~rivil le Roa or Street, thence South sixty nine degrees West, five and srx tenths perches (S. 69° W 5.6 P.) to a post rn said Road; th~n~e by land of Abraham Roseberry, South twenty three and one-half degrees East, ten and three tenths perches {S. 23~0 E. I 0. 3 P:) to a post; thence by land of.Or. Charles Campbel I, North sixty nine degrees East, four and seven tenths perches (N. 69° E. 4.7 P.) to a post; thence by land of.Dr. Charjes Campbell, North eighteen and one-ha f degrees West ten and three tenths perches (N. 18~0 _W. 10.3 P.) to the'place of beginnin~. Containing fifty three square perches \53) more or less. ' SECOND: A I l that certain I ot or pre ce of ground situated r n Mt. P I easant T o\-vrish ip, County of Washington, and St:te of Pennsyl- vania bounded and described as follows, to-wit: BEGINNING at the Street or Steubenville Roa< runnrng S6uth 19° 30' E. 10 P. to lands of R. E. Conner; thence along land of R. E. Conner ten feet (10ft.) to lands of Charle Retzer; thence North 19° 30' W. 10 P. along said land of Charles Retzer to said Street or Steubenville Road; thence South t~n feet (10ft.) along said Street or Steubenvi I le Road to place of beginning. Containing three and one-half Rods, more or less. FOR YEAROF DECEDENT'S DEATH Having erected thereon a dwelling. 5,500.00 Insert this total opposite "real property", Schedule "A", in the "As Reported" column on the last page of XXX XX (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write in this space) 5,500.00 5,500.00 ; ROC -35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "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". Inta~gible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, " stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundis tributed 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 th:j_s schedule. Item NO• ITEM UNIT ESTIMATED List and describe fully VALUE MARKEr VALUE The Union Trust Company of Pittsburgh Savings Account No. 30-01 I (now Mellon National Bank and Trust Co.) . The Union.Trust Company of~Pittsburgh Savings Account No. 02-1314 (now Mel Jon National Bank and Trust Co.)· . Me I I on Nat i ona I Bank and Trust Company Sav 1 ngs Account No. 53213 Me I I on Nat i ona I Bank and Trust Company Checking Account No. 354-9533 Dodge Sedan, Serial No. 7142674278 sold for 20 Shares of Common Stock of Pennroad Corp. Serial No. W 74363 I Share of Common Stock of Pennroad Corp. Serial No. P038743 I Share of Common Stock of Pennroad Corp. Serial No. P062651 15 Shares of Common Stock of General Telephone Corp., Serial No. C02401 12 21 Shares of Common Stock of .General Telephone Corp., Serial No. C02898 92 Shares of Common Stock of General Telephone Corp., Serial No. DU145997 15 Shares of Capital Stock of Lone Star Gas Co., Serial No. 0018257 15 Shares of Capital Stock of Lone Star Gas Co., Serial No. 0013001 5 Shares of Cap~tal Stock of Anaconda Copp~r Mining Co., Serial No. F397172 4 Shares of Common Stock of The Cincinnati Gas & Electric Company, Serial No. NCOI51540 8 Shares of Common Stock of The Cincinnati Gas & Electric Co., Serial No. NC0373705 4 Shares of C6mmon Stock of the Cincinnati Gas & Electric Co., Serial No. NC02847 25 Shares of Common Stock of Columbia Gas & Electric Corp., Serial No. ~N 498202 0 10 Shares of Common Stock of General Telephone Corp~, Serial No. COI58683 5 Shares of Capital Stock of Anaconda Co., Serial No. N04482J6 50 Shares of Capit~l Stock of Hickory-Penn Gas Co., Serial No. 336 (company ceased doing business) 55 Shares of Capital Stock of Hickory-Penn Gas Co., Serial No. 379 (company ceased doing business) · 1,796.68 3,015.52 3,010.69 762.32 400.00 347.50 17.38 17.38 487.50 682.50 2,990.00 369.38 369.38 I 12.50 105.00 210.00 105.00 875.00 325.00 112.50 No Value No Value Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X I 6, I I I . 23 DEPARTMENT VALUATION (Do not write in this space) !19t,t1 3 o J!J~SL J 0 !Odor;' 76'].3Q L/00 I 3 4 ·7: ScJ IT 3F !), 37 LJ 87, .:n:J bff 2,:;-o 2, 910r 3'9.3g 3bt133' / /,2., S'CJ ;es, :< /04 !OS, J7Sr- I 3.25; 1 !2-.So ~ It,, Ill. z.3 RCC-36 COmt0:\;11':\LTII. OF PENN SYLVAN I A. T1UNSFER INHElUTANCE TAX l\ESIDEXT DECEDENT SCHEDULE "C" TRA.NSFE!lS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from him<self to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) _NL!..>,o.__ __ (3) If the answer to (1) or (2) above is in the affirmative state: Not app I j cab I e. (a) Age of decedent at time of transfer------ (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) Not app I i cab I e. (b) What was the transferee's age at time of decedent's death? Not app I i cab I e. (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: No (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) -~N~o~--- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others Not app I i cab I e. (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of_law? (Answer yes or no)_~N~o~--- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Not app I i cab I e. NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM i I I I I I DESCRIPTION Not app I i cab I e. [nsert this total opposite "Transff.!rs", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) None DEPT. VALUATION (Dept. Only) . - c'cMM(Y~WE\.LTH OF PENNSYLVANIA • T1U~::'}'FH INHEIU TANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY UiSTRl'CTIOriS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real. estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. D~scription of Property, Date of Acquisition, Name I Address and Relationship of Co-Owners, and Place of Record o:f Instrument, where Real Estate. 1 None Unit Value I I I i Insert this total opposite "Jointly Owned Property", in the "As Reported" column on the last page of this percentage Share I I I I I I I I i Estate Valuation Schedule "E" return. I I I I I I I I I I I I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property I I I I I ! I I I I I I I I I Value of Decedent's Interest None L.....-..._ j \ h RCQ-#37 (12-63.) . CO!'itl\toN\\"EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Marv RPtzer Zooq li I I i SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Sister Yes kc:::irlii.::II"V '""!J-"'f-<><> and devisee. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .. Will Administration ! No. P.-1 THE Year .... ~IA TTER OF THE APPRAISEMENT OF THE ESTATE OF ROY. M. RETZER . Deceased Late of Mt. Pleasant Township . County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL "Vd ··o:J r{Ol:Jr~IHS\1/;\ S ll 1/,\ -~ 0 [J 31. S I E1 J tJ on! ~~i \, : : ~1 ~1 ~: s ·:; n u Ln u £ f!J , I • ··o 1 L i1 i .t J ~ ~ i -~-~ ,._ i "'"'I I -~1 U ' .:l (Executor·Administrator must complete "As Reported" column #1.) C1 ...., 'i:l :::0 .... .... ('C ('C 0 Ill .... e.:. "' ::I "' "' "' 0 ...., ....... ::I 'i:l ('C e.:. .... .... Ill "' 0 X "' Ill 'i:l ('C 0" .... .... ~ 0 -<: "' tt:1 ('C .... "' ..... ..... '< Ill ..... (1) Vl c::: ~ ~ > :::0 Vl Vl Vl .....:: () () () ?"' ::r' ?"' c)~ ~ :: ::: .................. .00 .00 ~ .00 .00 .00 ~ :ZU, :0\..-... b ... .. > ... t:l 01 :_ Cll 0'\ (!) 0 :-::c -0 -.g:: .._ . ~N Q-• b N 0 ~[ w --~---~-"""-<J'-"-:~: ~- .0, ........ . : > '\ \~:r. (.r. <... t:i :~ ~~-·10 :~ ~ tv . \ .., ......... : N 3 -~ ~g· c.. II '·"' II .. \ ~ 11 •• ~ ., Form RC C-10 OFFICE OF THE REGISTER OF WILLS OF--~W~a~s~h~i~n~q~t~o~n ___ COUNTY AND AGENT OF THE COMMONWEALTH ESTATE oF Rov M. Retzer STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN DATE APPROVED .•....•. Regialer of Wills, Age~t LATEoF Mt. Pleasant Township· DATE oF FILING APPRAISEMENT ----------DATE oF DEATH May I 5. I 97 I J- DATE NO. OF VOUCHilllt NAM&: OF PAYEE REMARKS AMOUNT Russell Marino, Reqister of Wil Is letters Testamentarv etc. Observer Pub I i sb i IN Company Advertise Estate I,Vash i ngton County Russe I I Marino, Reqister of Wi I Is Russe I I Mar 1 no1 ReQ i ster of \';I i Is Reports w~sbinqton Countv Bar Assn. Advertise Estate F i I i nq I nventorv /' File First & Fi;.:? Account Audit fee I 2~ so 14 00 14 00 6 00 17 00 10 00 Sbirlev Jankowski Notary fees I 3 75 Rodqers And Ro~ Attorneys ;~s I ,08Q 56 29 92 Malcolm Morgan, V~h. Co. I Treasurer ~ 1971 Coun~ Tax Ma I co I m Morgan, \i'ash. -..........__ I Co Treasurer ~ Persona I IP't~ooertv Tax 22 69 l~obert Punola, Tax Collector ~sJ'ooi Tax 104 62 Robert Punola, Tax Collector 1971 ~Road Tax 25 .24 Hi ckory-\\'oodrow T e I ephone C< • Pho/e b i I~ 18 .99 Dorothv Morrison Nw?se servic~ i40 00 Frances Arbuckle 1 ~ lfurse services 70 00 Dr. John McCarrel I /Medical serv1ces 5 00 Dr. Joseph McMahon /Medical services 30 00 29 01 \Vest Penn Power Co. ; Electric bi II jf ivlarv Zooq I Nurse services 315 00 l Gas hi II 24 44 Irene Mrenal I Cleaninq services .. 40 00 Florence Zooo I _ Pavment of loan 12 00 IL B. f~etzer I Payment of loan 300 00 6 83 ! I Hospital services Washinqton Hospital Louis Sol I on ' Funeral Services I, 287 75 Forest Lawn Gardens Grave site 110 00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF \t/ash j OCiton Total $ 3,749.30 "' I, -----~M"'a~t"~)~1 -!:!if?..r;;eu;1-;..;z<;;Jea.r;:r~Z.JO..l.JO~Q--------------HEREBY CERTIFY, THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SrATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION suBMITTED To THE ESTA.TE oF Rov M. f{etzer ' DEc£AsEo, As DEDucTIONs FOR INHERITANCE TAX PURPOSES. ~,., -?/ ....J_--/") ./ f/1£Lu if~~--~·~·/~...----<L. s.) SWORN AND SUBSCRIBED I!IEFORE ME THIS y DAY OP' Marly' r): ze/too9/7"Xe~tr I X ~.e~-~ ~8~-u u (/ ~Lr=~,~ SH:4EY JANKOWSI<I, Notary Public Washrngton, Washington Co " M Co ., ra, y mminion Expirt~s January 26, I 973 I -t_- 1:7 .:::r c...._, ·--_, r-, ·~ r t--.1\ "~.....J ~- RCC-81 (6-71) COMMONWEAL TH..OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MARY RETZEH ZOOG (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-173-3 ROY H. RETZER, .. In Re: Estate of-------;-,--,----------------- IIJASHINGTON County - F i I e No. __ 6::.:::3~-_:_71=---=.5_2_2 ___ _ Dear Mrs. Zoog, You ore hereby notified that the ___ _:o:....:r--'-i""'g""'ina==1:.__ __________ _ appro i semen t in the estate of ___ B.u.OuY.~--ML!.I..e-. _JRi),JF~i;T~.-.ZFw. ZR::.~;l.---------------- hos been filed in the office of the Register of Wills of _ ___:W!.!#_AS~H~Io:JN~G~TO~N~------ County on November 11 , 19_71., Said appraisement reflects the following vo I uoti ons: Reo I E s tote ---_.;.l5~;..;.5.~.~0:u0:..; uOO!..L_,--_____ _ P ersono I P roperty_lw.6-L!,...,~lulul..., • ..-::2.,;;3'-------- T ronsfers ______ __: ________ _ Joint I y Owned ---~--_:_ ______ _ Total ------~21~,L6~11~·~2~3 ____________ __ As to such tax that is paid within three months from dote of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by on appraisement may appeal therefrom as provided by law. Date _ ___.N....,o..._v,_,em""'""'b...,e...,r___,l_.J~, .......... l-.;947J_.__ __ Signed _---.~D.A.0Jl'.MulJ.liN.J.JIC~R~ • .......4JD:e.~~¥±<iJJlruutwiJI.ll'l.~------- Titlie APPHAISER I DATE OF DEATH: May 15, 1971 Note: This is not a bi II. J R c c-39 <&=sa) COMMONWEALTH OF PENNSYLVANIA TRA~SFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of RETZER (Last Name) ROY (First Name) M. (Initial) DATE OF DEATH 5-15-71 FILE NO. 63-71-522:: REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_.,_W:_AS_HI_N_G_T_O_N _______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: November ll,1971 -------~~-----~,./R-~~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items wlhere 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:-----------------REGIS.TER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 23 21,6ll 23 21,6ll 23 21,6ll 23 annuities . . . . . . . . . . . . . . . . . . . $------+--- ESTATE TAX ASSESSMENTS $ _____ .J___ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% $ _______ -+--- Tax on$ 6% $ __________ 4---- Tax on$ 5% $------~--- Tax on $ lJl%.... $ _______ ~--- Tax on$ 15% $ _____________ 4---- VALUE AS REAPPRAISED $ _____________ ~ __ Exemptions=========F== ·*- Total Estate _______ ---4-- TOTAL TAX $--------------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======f== BALANCE $------+-- Less 5% of tax if paid within 3 months after death $======== BALANCE OF INHERITANCE TAX DUE $ -----------+---- Add interest at rate of 6% from --------to ----- AMOUNT OF ESTATE TAX ASSESSED $------+--- Estate tax paid $ _________ ___J __ BALANCE DUE $----------~---- Add interest at rate of 6% from -----~0--------$-----------4--- TOTAL TAX BALANCE $ ----------+---- PAID $ _____ ._..L_ __ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. IN THE. Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ROY M. RETZER Deceased Late of . M1' • P:LE.fl.$A.riT TWP • County of . · WASHii\GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~.-.. ;- --:... --''\.. . ' ~, ' -.,.A .. '·-.... ) ·-. ........... ~ ... .•. ..... ;! ·~~-· ....... _ ....... ·~-- r I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ......... No.v.~n,:iP..~r. ..... J.J.,., ...... J.:.9.7.~ .. ················ DEPARTMENT-OF REVENUE olo.: .. ·- ;;,• RESIDENT INHERITANCE TAX COUNTY vJASHINGTON BUREAU OF COUNTY COLLECTIONS ................................................................................................. HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO ...... §?.:?..~:.??.?. ..................................................... Whereas, .................. : ....... }~9.X .... ~.! ..... ~~.~ ........................................................................... late of MOUNT PLEASANT TWP, ··············································································································· in the County of ......................... JriASHINGT.ON ............................................................................ Commonwealth of Pennsylvania, having died on 15th . Ma the ............................................................................................. day of ........................ Y .................................................... 19 .... 7.~ .. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................ D.OMINI.C .... R ...... P.~.A ............................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ REALTY: SEE COPY OF SCHEDULE "A" ATTACHED TO APPRAISEMENT 5,500 00 i PERSONAL: I I SEE COPY OF SCHEDULE "B" ATTACHED TO APPRAISID1ENT 16,111 23 i I I total 21.611 23 ! I ~ ; . I ' r.rm:!;"!,~h ~~ ::1ft.~.wC>rll"CCOf~1~~: ~:; :r~~~~ ~7~~=~>~ .............................................................................................. ./ .... Appraiser ························································ w~ ......................................................... ~ .. : ......... ip~;;t .. oiii· ·, · ·· · ~ ........................ , Penna. WA$Hl.NG'l'ON. ......... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROY. M •. RETZER .. Deceased. Late of .. . ..... . ... 1.10ill'IT. :P.~$A.NT.. .. 'l'WPJr. .......................... . Date of Death, ................. .5~15!!"-71 ................................. . Appraisemei!t Docket Vol., ..... .?..?. .................................... . Page, .. .:1.-73.~3. .................... No ...... 9.3.~7J..~.5.4.~ ......... . Filed in Register's Office, .. i'JC>.Y.~1:>~.~ .... A197l .. Amount of tax due, $ ...................... , ........................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.rll Appraisement, Appeal f1'om Appraisement, )c l. Entered and charged, ;t ; Form RC C-10 O<OU"IO" ACCOW<O "rA OFFICE OF THE REGISTER OF WILLS AMENDED .. STATEMENT OF DEBTS THE SUM OF ............ $ Ht~ ~ C.c oF Washington COUNTY AND DEDUCTIONS ·~0/~:Z<{ ~ 3 -7/-..52 ~ 't=i}~;l AND AGENT OF THE COMMONWEALTH DATE Register of Wills, Age~t ~ f ESTATE oF ---=-R~o::....y!.........:M~. _.:..:R~e:..!t:...:z::..!e~r:.._ ____ L.ATE oF Mt • P I easa nt Town sh i p DATE OF FIL.ING APPRAISEMENT --,,.....--------DATii OF DEATH _...r;M:.ua~)l~..LI...IS..,.,---..~IL..;9z...Z~I ------ NO. OF VOUCHE!IIt Russe I I Marino, 1 V Reqister of Wills letters Testamentary, etc. Ohc:~~vt>r> Puhlic:hino Co w~c:hinoton Count~ Russe 111\lar 1 no, R,.nic:·h .. ~ of Wi lis Reports Wac:hinnton Co. Bar Assn. Shirlev Jankowski Rnrln~rc: And.Ronev Malcolm Morgan, Wash. Co. Tr>t>r4c:nrer · Ma I co I m lVforgan, Wash. \,;o. Tr>A:::llllilllt'tt>~ Advertise Estate Advertise Estate f i I e 1 nventorv file first & final Account Audit fee Notary fees Attornevs fees 1971 County Tax Personal Prooertv Tax Robert Punola. Tax Collector 1971 School Tax Roher+. Punola. Tax Collector 1971 Twp. Road Tax Hickorv:..Woodrow.Telephone Co. Phone bill Onrn+.hv Morrison Nurse services Nurse serv•ces Medical services Dr Joseoh McMahon Medical serv1ces E I er.+. ric b i I I M=o .... v Znnn Nurse services -. """ ~nl11mhi=o ~=oc: n-f Pa Gas bi II Cleanino serv1ces Fln~o:>nl"A Znno Payment of loan Payment of l.oan w~c:hinn+.nn Hnc:nital Hospital services 1 "'II i c: S n I I nn funeral Services forest lawn Gardens Grave Site f l I"''-""' 23 50 14 00 14 00 6 00 17 00 10 00 3 75 1.080 56 29 92 22 69 104 62 25 24 18 99 140 00 70 00 5 00 30 00 29 01 315 00 24 44 40 00 I ,200 OG 300 00 6 83 I ,287 75 110 00 COMMONWEALTHJ"(8~ ~~~~fYL~lNI~I I IS r 1 1 e · 1'\ffienueu r 1 rs1:; u , 1 nd 1 Account 16 00 - COUNTY OF Wash i ngtnn }88: Total $ -4,944.30-· 1, Mar)l Retzer Zoog HEREBY CERTIFY. THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS, FUNERAL. EXPENSES AND EXPENSES OF INHERITANCE TAX PURPOSES. SHIRlEY JANKOWSlO, Notary Public W&shir.gfon, Wasbir.g{·on Co., ~a. My Commission E:;pires Jcmuary 26, 1973 ... .. c::::J ..::]- (/) ..q: (~; -J 0.... -,. ""'·,;,.~ --! f., ... ~·= (::} ""'"--..-.:[, (..) lll-0::::: ;_j_~ .... -, _ _,; ···'~~ (::.::; u:~ '-?··--.... w ,-, ' <"''...;. ·.-c.: . .; *-;~.-f---'"-= (l) (j) c;;;;;; (/) :c ~~~ .... .,.j" -""-~ 0 -()) . ..,_ 0::: I.J.J <[ c-~== '-r-- "' RECEIVED '~\«) i'JIO\JSMD FOUR ltt:JJfilmD Nllfn' 'i'HRiiiE and '' /tffl .. 1 . . 11 : 4 r !1¥•. •nw 1 1 1 1 r~~sent:ng Pennsylvania lnhemance or dollars MARY RETZER R.OOG-EXB. Estate Tax due from the following estate: From:-A~t.~~~~ir~~~----------~--~-----------------------------------------------1 2%Tax on $ __________ "'----------Ifill' 6%Tax on $. __________ "'-----------n File No. 6)Jll'""":22 Date of D County ____ 1~Hlfre1fett"-----------1 Remarks: .. S E A L . NOTE: This Triplicate, Receipt to be retoined for oudit purpos~s . .,.., ' 38-113-3 15% Tax on % Tax on $. _________ _ Estate Tax, Act of M~y 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of ___ %from---------- to _____________ _ TOTAL AMOUNT PAID NOTE: In accepiing th~ :iro~sfer i~herit~~ce tax on.future esto.tes, priar·to the death of tenant or tenant for years, ,as evidenced by this receipt; it is unde;stood that the Commonweal not be precluded or prevented from' hereafter a'ssessing additional inheritance tax at the death life tenant or tenant for years. whenever it appears that such ·additional tax may be legally due collectible for ony reason whatsoever.. ,,.· $ _____________ ___ $ ______________ __ $ ______________ __ ·~··-------·-----.........._.-.-,--~-----·-------·--·--·~.--:--..-.'- NZ RECEIVED OF. . .. .. ... ................ ....... ... . ... .. .... ;;7 .............................. .. :·:~,;~~;:;~:-~=~:.-;:if:~:;;:: be '""dod Fo" . .. .. ..$.h.¥o ~ State Tax .......... $.................... ....... ..... .. ..... ~ · 1.00 Certificate and Seal $ ................... . Registration Fee .... $.................... ~ Satisfaction ........ -$~· ....... . Total ............... $~ State Realty Tax ... $ .................. .. _____________________________________________________ J