The URL can be used to link to this page

Home My WebLink AboutOC1971-0547 - ESTATE OF PATZ63-//~Y7 l\ffi~autt ®f i£xrrutnr ®r l\~mtutstratnr ~ta:t.r nf ~.ruunyltta:ttia: } C!tnuuty nf ma:n4iugtnu !l!l: Personally before me, the undersigned authority, a ______ J~{Q:t.a:ry ___ :P_\lbli.~-------in and for said County and State, appeared __________________ E9-.w::~.r.9 .. J.~ ... .P9.:t?; ______________________________________ .. who, being duly sworn according to law, deposes and says that he is the executor~~~ of the es- tate of ______ .;[Q_ljJ':;j~--~\ .. J:>A";r.:?; ________________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .. JQfiN __ ;F._'!_ ___ .pA::r_z; ________ , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor. ~~. Sworn and subscribed before me this .... ?.~.t-~ ........... } I/'~ ~ >tJd. )arAf~····Aug~······· 19 .7.L2. .... 1 ~1ut~····················· --r.r..L~ff~~---~~---··· 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 194 7 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 afutt.rutnry a:ub .1\ppra:in.rm.rut .of the goods and chattels, rights and credits which were of ............. JQH;N..F. •.... P.AT.Z .............................. .late of .. M:9.:r.r.~~---'r9.WP.~~P?. ................................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CEN:tS REALTY: NONE. N 0 N E PERSONALTY: Checking Account -Pittsburgh National Bank, Washington Office 676• 49 20 shares of Lone Star Gas Company stock at $25. 125 502 50 203 shares of General Motors Corporation stock at $88. 8025 18, 026 91 TOTAL 19, 205 90 J ~ ' ~ ~ ~ ~ ~ (\'... 1..11 (,f)<i_ ._ 'Q 0 ;i ~ -· -1 ('.._ ._ ~ z "' en ..._ -J ;i -,..._. .... ---0 c ~ -' -~-~ ... \ -· "'" C' ~ ~ e:::: ~ u_ CS'\ -. ::2:: tl'l ~ ........ -~: -· 0 ;i l tl'l ~ t_r· -"--f-. Vl ~ "· _, ;:: ). ~ i\E 1.. .. r.J •.J ·--.. "=" ... _ ... "J. ff ... : ""'-'"'i ]' ... C...'") ·-::::::> u: ---tl'l ..::.:: :::J (:..:.! 0:/) :::· n::: lLJ ....::;· ~ ~ ""< t:.= :;-... "' 1"----;:t ~ -... \1) .... ~ ~ l 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 ........... he ________________________ veri ly believe. Sworn and subscribed before me this ____ :3() __ ~--~~~<-~-----C!if:. _____________________________ - day of----------~-----------------19 ... 1~d.-Edwar~. Pat?Executor -~~~~~-------- beborah Davis Washington County, ss: "'~~: .::::::> .. ~ ~ c:;,.o j ¢~1 ~ 0 N. ~ IJ;1 H ~ E-< ~! 1!:1 ~ ~: ., E-< ,..-i rn .i 1:'--i IJ;1 II;! .: cv:i z! i ::C:! 0! ~! 0 z • r ·1 -, -- ..... 0 ~ ~ 0 c:.l c:.l ~ ~ 0. -1-4 ~ C), (]). ~ lil! .;. .--i N\ ell +0: .s ro: ~: rr.j ~ 'ti 1-:lj ~ '"di s.-.: +i ell! Ul iS:! ~ ·.-! '"0: ~ lil! .~ .. •' ... . ' . :. ""-· 1 Notary Public, Wasllington, Washington Cu. !VIy Commission Expires June 7 •. 1976 I do certify that I have given legal notice to all persons concerned of the filing of tthe within account in the manner prescribed by Statu,te and Rule of Court, as evidence by proofs thereof filed to No.-----~--~-~-z-~.::-:-.7.4? .. ?-- day of r F 'D· .. 1 .•• ,·, ... L , ::·:. ~ r 'j "' .,; L ~r ~~ :.J S S ~ L. L /.1 '" R I i~ 0 f, :: ~ i 0 T ~: l 0 F W ll L S Vi;~S:·';,.;:,·,-ot~ CO .. Pi\. I • ..... ,, ....; -~ 0 ...., ~ 0 ;::l '1:1 ;::l ~ ...., .... ~ 0 0 "' ..<::: ...., 0 ...., '1:1 "' ...., ;::l "' "' "' .... p. ...., ;::l ~ 0 c:.l c:.l o:l ;::l :a d ...., 0 -~ :p Ol "' s ..<::: -~ +' .... § c:.l .... ~ 0 .-< .... 0 :-;:; :o:~ 0 :;J.,<l ..... ~ 0 Ctl8 ~ Qc:.l .... :~ "' o2l;... 5 .o , .... 0 1l >. :§ "' .... a .: .... >iS ~ :~ IJ;1 ~~ H '1:1 Q.1 ;::l o:l ~ .... "' ...., "' 'bl.J .. "' p:: .!4 C), a (). ro <I) ~: • '\ '· • j J ~ ....... , ·a~Dl.Sa 5!4~ U! UO!~nq!J~S!P JadoJd au!WJa~ap o~ pa~sanbaJ AllnHJadsaJ S! lJnOJ ay_L tl'' • • ! ,, ..._, ,. -,.,..... - /,/-c ••. ·.:A, . ; * .,..___ ~ ;;; -...: C) : ... r -.. -·. .. ·'"""> co.-RT OF COMMON PLEAS OF WASHINGTON CO.NTY, PENNA. ORPHANS' CO.RT DIVISION FIRST AND FINAL ACCOUNT OF EDWARD J. PATZ, EXECUTOR OF THE ESTATE OF JOHN F. PATZ, DECEASED No. 63-71-547 SUMMARY PRINCIPAL -PERSONALTY SCHEDULE A Receipts.~ Page 2 $22, 179. 86 L Disbursements, Pages 2 & 3 Balance -Principal -Personalty $17,413.15 'Q_ PRINCIPAL ... REALTY SCHEDULE B Receipts, Page 3 $ None Disbursements, Page 3 None Balance .;. Principal -Realty $ None INCOME-PERSONALTY SCHED.LE C Receipts, Page 3 $ 1, 119. 85 C. Disbursements, Pages 3 & 4 None Balance ... Income -Personalty $ 1, 119.85 c._ INCOME .... REALTY SCHEDULED Receipts, Page 4 $ None Disbursements, Page 4 None Balance -Income -Realty The Balance consists of the follewing: Stocks 20 shares .. Lone Star Gas Company, common 203 shares ... General Motors Corp.,~ common Cash Checking account .... Pittsburgh National Bank $ None $18,533.00 ~ $ 502.50 18, 026. 91 3.59 $182 533.00 ! I ! 1971 August 24 1971 May 26 May 28 June 10 August 24 1972 March 15 '· & ' .... 'l ... SCHEDULE A PRINCIPAL-PERSONALTY RECEIPTS Inventory ~nd Appraisement as filed Cash advanced by Executor TOTAL SCHEDULE A PRINCIPAL -PERSONALTY DISBURSEMENTS Administrative Expenses Russell Marino ... Letters and one short certificate Washington County Reports - advertising letters Observer Publishing Company ... advertising letters Russell Marino ... filing Inventory and Appraisement and balance on letters Russell Marino -Elections to take under Last Will and Testament Peacock, Keller, Yohe & Day PO $ 17. 00 14,. 00 14.00 5.50 2. 50 Attorney's fee 960. 00 Russell Marino .,. filing Account 17. 00 Pittsburgh National Bank -safe deposit box 9. 00 Mary Jane Smith ... Notary fee 3. 75 Preferred Debts and Expenses Robert C. Gordon -funeral expenses Kurtz Monument Co. -grave marker Other C. McMasters -maintenance of mobile home 1, 934.40 280. 00 536.84 •.• ' . t $19,205.90 2,. 973. 96 $22, 179. 86 Ci..-- --------~---------------------------------------------------------------------r---, ( ' __ ,. ' .. Taxes Russell Marino -Register of Wills - Payment on account of Pennsylvania transfer inheritance tax Other Taxes 1970 Federal Income Tax 1971 Federal Income Tax SCHEDULE B 750. 00 197.54 25. 18 TOTAL PRINCIPAL -REALTY RECEIPTS None TOTAL SCHEDULE B PRINCIPAL -REALTY DISBURSEMENTS None TOTAL SCHEDULE C INCOME -PERSONALTY RECEIPTS Dividends ... Stocks Lone Star Gas Company,, common stock, 20 shares -Second quarter $ Third quarter General Motors Corporation~ common stock, -.@hares -Second quarter $ Third quarter 32.10 6.80 908.60 172. 35 TOTAL SCHEDULE C INCOME -PERSONALTY DISBURSEMENTS -3- $ 4, 766. 71 (!:_ $ None $ None $ None $ None $ 1, 119. 85 a.- .. /. ~ . . • '~",. , ._r • . . ~ ' \ None $ None TOTAL $ None SCHEDULED INCOME -REALTY RECEIPTS None $ None TOTAL $ None SCHEDULED INCOME-REALTY DISBURSEMENTS None $ None TOTAL $ None -4- &server : Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: .........•.. Personally appear-ed before me, a Notary Public in and for said County and State, .... Richa.r.d ... S ....... Gow.an .................... , who being duly sworn according to law, deposes and says that he is the .. Vi.ce.-::Pr.e.si.dent of the Obs·erver Publishing Company, a J>ienns.ylvania 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 September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily news•paper of general circulation, printed and publis·hed and having its place of busineS's at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous•ly for more than six months• prior to the publication of the notice hereto attached; that the prjnted notice o:r advertisement hereto attached is a eopy of an official advertisement, off!~i.;,i notice, legal notice or legal advertis-ement, exactly as printed or publiEhed ~il the Obsterver-Reporter in its regular editions on the following date O> 6 1.tes; ........................................... . ..................................... June ... 2 . ., ..... 9. ... and .... 16 . ., .... ~9.7.1 ............................. : .... .. that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- !~~"';,~!. thl• afftdovit a. to th• tim•: pl~tzz:: . ~-~ 1 EXECUTOR'S NOTICE ESTATE OF JOHN F. PATZ ~e-. ceased late of Morris Townslu~. washington County, Pennsylvania Letters Testamentary upon the above estate having beer>,-' granted to the undersigned, all p~:rsons hav· ing claims against the estate are re· quested to make known the same to the undersigned or his attorney and all persons indebted to the de- l cedent are requested _to make. pay- ment to the undersigned Without ( delay, 1 Edward J. Patz . 109 Fieldbrook Drive . . McM'urray, Pennsylvama 't 15317 . Peacock, Keller, Yohe & Day 68·70 East Beau Street Washington, Pennsylvania 15301 • -~ttorneys 71129-Wed-31 Sworn to and subscribed before me this.l.6. ..... day o~.n~~-/-' ~Oc~~~~~~~;l· WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6. 1972.. 'V I e . Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In cbmpliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. !3, paragraphs (!3) and (25). CouNTY <JF 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: ........... ~ .. ~.~.~ ... I.! ...... ~ .. 9..!. ..... !.?...? ...... ~ .. ~.?..~ ......................... . that the affiant or the corporation in behalf of which he is acting is not interes~ed in the. sub~ect !flatter, ~lfe)~otice or advertising and that all.of ~e . Estate Aces Th~gister of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • PATZ, JOHN F., Dec'd. Late of Morris Township, vVashing-ton County, Penna. Executor: Edward J. Patz, 109 Fieldbrook Drive, McMurray, Penna. 15317 Attorneys: Peacock. Keller, Yohe & Day,, 68-70 East Beau Street, Wash- ington, Pennsylvania 15301 :;:~~of th• ,ffof"rt., t~ll: ohu(!! '&~ -·~· .. =:;;:;= ............................... : ...................... ., .. vL----' \-_ ---1_ Editor __ Sworn to and subscribed before me this·---· ----;::-:-<:~~-s::-. ..... JZ..t.h ..... day of ............................... June ........ , 19 .... ] . .1 ...... .. ~-..2~ JOSEPHINE T. SCIAMAHNJ( Notary Public, Washington, Washington Co. My Commission Expires July 1, 1974 .• l!tt t4~ <trnurt nf <trnmmnu Jl~an nf llan4ingtnn <trnuuty ®rp4aun' <trnurt iinininu In the matter of the Audit of Account in Es.tate of _ _:J::...O.:::.:::HN.=::...:.-'F::.....:..--=P-=A=-=T:..=Z=..L., -------63-71-547 No. _________________ _ deceased. TO THE AUDITING JUDGE: Enter_--=o...:u.:..:r=---------·appearance for the accountant, Edward J. Patz, PEACOCK, KELLER, YOHE & DAY N. B.-Counsel sbrall, 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 concise I y stated in a separate paper. Council suggesting proper distribution shall file a separate condse state- ment in that regard. J I ! :·· n ·~· L} , .. /3 J~rl 1 9 pr' 4 3\ H U S. S ELL \~ ,:, D.\ H 0 HEGISTEH OF WILLS V! AS \-II H ~~ T 0 H C 0 .• P A. No. 63-71-547 In re Audit of Account in Estrute of JOHN F. PATZ, deceased AUDIT Jrar.dpt fnr .1\ppraraurr FOR Accountant, Edward. J. Patz PEACOCK, KELLER, YORE & DAY By Attorney ~2 PETITION SUR AUDIT Testate Form ) IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .... J.QH.N.E.• ... P.AT~~---9·~-~~g_$_~9 .................... . No ..... 9.~.:-.'?.l:-.~1.7 .......................................... . Fiduciary .. ~9Y[§._r~t.J.! ... P9:t.~-~---·····················-·····- .~-~~~.:llt!?.f ............................................................. . Deceased Date of Date of Decedent's death ... ~~.Y. .. ~-'--}~~~---········-··························-Grant of Letters ... M~Y .. ~.?-~.J~.?.L .................................. . This is the ... ~.tE.~.L~.9:.-~J:~~~---······································-account filed in this estate Election to take Under or 1'-:gO:~. (cross out one) PI ce of· Reg. of Wills 1972 ecord '.W~-~-~~-t:J:gj:_~~--~-ty. Name of surviving spouse ......... J,~g};l_ft~9: .. P.9:t.~---···················· List issue, where material: Did decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indicate) '15e!a. No. If answer yes, name them ................................................................................................................................ . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Edward J. Patz Son 1/2 residue sui juris Robert R. Patz Son 1/2 residue sui juris List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: Laurita Patz -bequests as per paragraphs Second and Third of Last Will and Testament received prior to death. If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragra.J?~~ C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. Mtt If any exception give cause: ............................................. . File copy of Notice November 28, 1972 and date of mailing ........................................................................................................................................................ . Is estate subject to the filing of a Federal Estate Tax Return? .......... NQ ....................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ...... ?.9.Q~ .. O.Q ........................................ . If the Will makes any portion of estate subject to a life-estate, give nome and birth date of life tenant .. N.911~ ......... . ....................................................................................................................................................................................................................................................................................................................................................................... Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $ .... J.~~--~}~: .. QQ .........•. TotaJ, additional de~its (Add) $ .... NRD.~---··-················ Itemize any additional credits not shown by account: f:; ·' Total additional credits (Subtract) $ .... ~~!:~--~ ..................... . Balance for distribution $ ..... J.?., .. ~.?}~ . .9.Q ......... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Stocks 20 shares -Lone Star Gas Company, common $ 502.50 203 shares -General Motors Corp., common $18,026.91 ~ .. ~---.-·-~--·~--~-~----~~-~~~---~-------------...... -----~------ If Family Exemption claimed by Petition, give place of Record: .... NQ-g_~----------------------····-···--------------------------------------- lf Family Exemption is claimed at audit, give name, relationship and basis for Claim: .. ~.<?.~~------------------------------------- List any advancement or distribution on account that has been made, and nature and amount of same: 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: Edward J. Patz -One-half (1/2) residue. Robert R. Patz -One-half (1/2) residue. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ... J1~9.f.~L ______ .............. doth depose and say that the facts set forth in the foregoing petition are true to t?J best of .... ~~-~----------··-----------knowledge and belief. ~~---·------···-------to and subscribed before " And your petitioner will ever pray, etc. me th;s~'-d~~ ___ "'.1------'\1-r~..f-_ 1<--'~c_(d:__!?;f------------------- Signature of Offic~/.~~----------------~ iJrlz T;tle of Offker.-----~-~~--------__ l_o_g ___ l'_i<O~~~-r_()()~ __ J:>r.i_V.<O_________________________ ___________ -- Office expires ....... .jJ.~:----~-.f .... /..1. .. ?...~............ McMurray, Pennsylvania 15317 I ....................................................................................... ,. Mary Jane Smith, Notary Public Washington, Washington County, Pa. My Commission Expires February 28, 1978 / ' No. . .. §.S.:-.:U:-.~~-7. .................................. . Estate of .... ~g~~--~: ... ~~~~!---~~-C:-~?:§.~_g Deceased Fiduciary ..... ~~~~-:.~ J. Patz ~----................................. --------------- PETITION SUR AUDIT FROM WHERE PECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective Decery~ber 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 appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. PEACOCK,KELLER, YORE & DAY By Attorney ~2 f'fJ t•p I I 1 .... i 1 "~ "'-.... ;._} ~ 1. '73 JAH I(J P~l LJ 31 ,j . : t ' U[/f.: ~ c· 1 ! li ,, i~'/t-'u''l n .. \..f (/ r... .... 1 .... _ •· 1 •••• ·l ,..,t:G·Jc···l-··:• tr: 'JI'l LS r·1'-• ._, 1 _ t, ·~·, ~. 1 , YIASHtt·I·.;TMI CO., PA, IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: No 13-'71•541 ........................................................................................... ESTATE OF . ;l.Q~ ... r.!! .... rAT.~.f .... ~!~.!~.'-!~ ........................................... . You are hereby notified that the Account of ... ~l.r.d .. J ...... P.I:\1 ............................................................... . of the Estate of ...... !!9~ ... ~!! .... ?.!1..~'-.... ~~~.!~~~ ......... , ............................................ , .......................................................................... . has been filed in ,the office of the Register of Wills and the Clerk of the Orphans' Court of Washington County, Pennsylvania. It will be listed for audit during the term of Audit Court in the week beginning .the ....... !~~.~ ...... December 72 . . day of.. .................................................................................. , 19 ............ at which time you may be presen,t for the purpose of presenting any claims or demands rthat you may have in said matter. PEACOCK..KELLER.YOBE & DAY ···~·-····-?=~~~~E.;::··-···-···--····-······-Date: November 28. 1912 ' / / e. :!: z o( > ·.J )> en z z 1&1 II. i 0 1-(!) z X en ·-· o( ~ ~ u a: 1-en c .J <( u c :J ., :0: .. " Cll ' ui a: 1&1 1-a: 0 II. 1&1 a: 1-a: :J 0 u .J <( 0 ii:" II. 0 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PA. IN RE: Estate of JOHNF. PATZ, Deceased. BEFORE: APPEARANCES: TIIVIE: THE COURT: Mr. lams? ORPHANS' COURT DIVISION ( ,. ) . ( ) ~ ~ ,• No . 547 o£'1971 .. I ' .. .. '( '• ~ ~ ) . ( HEARING ON AUDIT The Honorable ALEXANDER R. CURRAN, J., Specially Presiding. PEACOCK, KELLER, YORE & DAY, Esquires, of Washington, Pa., representing the Accountant. Thursday, December 21, 1972, at 10:00 A.M., EST Number 54 7 of 1971, the estate of John F. Patz. '; MR. lAMS: Yes, Your Honor, the papers in this estate are in or ~er. We have not yet received an election to take in kind from a resid pary legatee in Boston who, I think, from what I have heard, mailed it back. I would also like to draw your attention to the fact that the balance of the estate or the residuary portion of the estate consisted of stock, 20 shares of Lone Star Gas Company stock, and 203 shares of General Motors Corporation stock. 'What we he: ve •• - . · :!: z < done here is suggest,or trather one of the heirs will elect 102 shares of General Motors and the others will elec.t 101, and ther will be a reimbursement made in cash . THE COURT: Is anybody else in Court interested in the estate of J n F. Patz? ( NO RESPONSE) ~ THE COURT: The Court will consider the audit closed. Ill z z 1&1 II. i 0 ..... C) z :J: Ill < ~ (AUDIT CLOSED) I hereby certUy that the proeeedtngs and evidence are ~ eontatned fully a.nd accurately tn the notes taken by me on the hearing of u 0 ~ the above aauae, and that this copy ts a correct transcript of the same~ ... ,.. N f1i II: ·w ..... II: 0 II. 1&1 II: ..... II: :J 0 u .J < u ii: The foregotcq record of the proceecttngs upon the heartnq of ~ . t . . the above eause is hereby approved and ··direeted to be ftled~ . I . By the Cou~t, ; ~ .. 2 ~n t4t <ttnurt nf <ttnnunnn J!tns nf llnslJingtnn <ttnunty, Jtnnsylttnnin, ®rpqans' <ttnurt littisinn ESTATE OF 63-71-547 No, ___ _:__:.__;;.__.:....:..._ ______ _ John F. Patz In the matter of the: __ F_i_r_s_t_an_d_F_i_n_a...;;;l;._ deceased. Account of _ __:E=d=w.:.:..=a.::...r~d:.....::::J~·--=-P.!::a~t~z~--- Executor ADJUDICATION AND DECREE And now January / 7' , 1971__, this. matter come on for hearing, ouditondc;listributionotthissessionondtestimony tok~n; and thereupon, upon due consideration thereof af the bol811ce for distribution in the hands of the Accountant is determined to be $ l(j ,.2J3. U 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 disribution hereto attached and mode port hereof, unless exceptions hereto be filed sec. reg. or on appeal be token herefrom sec. leg. I Balance per account.---------'----------$ 18,533.00 Balance _____________________ _ Deduct Clerk's Costs & Receipt~c: ____________ _ Attorney ____ =-P-=-e.:::::ac.::::cc.::::o-=c""k~,-=-=K'-"'e'""'l'""'l...,e""'r'-''L--..:::Y...,o~h,..,e"---"&~. _,D:<.!a"'"'y~---- Russell Marino,_Agent, transfer inheritance tax, $ 132~39 Interest from 8-5-72 to 1-29-73 __ 3.8Jt Washington County, Division of Personal Propert~ Tas, per praecipe filed, 34.50 136.23 14.66 Edws,rd J. Patz, son, 1/2 residue,· including cast and 10 shares Lone Star Gas Company stock and lOl.shares of General Motors Corporation common etock; held in kind·and distributed as such at the appraised value, per election to take in kind filed, 9173.81 Robert R. Patz, son, 1/2 residue, including cast and 10 shares of Lone Star Gas Company common stock and 102 shares common stock of General Motors Corporation common stock; held in kind · and distributed as·such at the appraised value, per election filed, 9173.80 $ 18,533.00 No balance J H: 0 ~ . """ ~ m :I z ¥ Ill n ~ 0 o--+ =· •S::: :T (;) :I C1) t::Y *· .... 0 0 3 " """ -0 ~ ::+ C1) = ., 0 - t ~ .. , ... <I) = .. :-;~ ·<:( -+ ..... r.: .... :;:; -· __ I C1) 'o , ....... ~ -·. & •· c ·"' 2 ( __ ·ttfl i' ,. C{ .l .t:: )·- L!J :.. ~-· ~ -~ ' ... · ...... ~ "' ;.J.) ,_;;:;:-: <fJ ... ---'- -::l :::> (..'> U) ~ 0:: UJ <( ~ ;'r) ~.-.:.: > '1 ... ......._ (A~ .-r. , r r ( \ ' r r r ( \ r • r .. IN RE: ESTATE OF: ) ( JOHN F. PATZ ) File No. 63M71M547 ( ) ELECTION'TO-TAKE UNDER THE WILL ' I, LAURITA PATZ/··of R. D:· #2~ .. Prospe·rity, ·pennsylvania, do hereby elect to take under the will of my deceased husband, John F. Patz_, dated April 30_, 1965 and probated in the office of the Register of Wills of Wasliington County, Pennsylvania in Will Book 112, Page 131. IN WITNESS WHEREOF, and intending to be legally bound, I have hereunto set my hand and' seal this c::;.y WITNESS: STATE OF PENNSYLVANIA ) COU~~"TY OF._//~~~ j SS: , 1972. ~~ P4_ (SEAL) --=>y'+--_ .yL..::..a_;;:u~r_,.i7ta~P"a"-;t-=-z:::.....o:: 0~ .. --- On this_, thee? 7~ day of.:j~f../lv<-4?/ , 1972, before me, a notary public, the undersigned officer, :personally appeared LA URITA PATZ, known to me (or satisfactorily proven) to be the person whose name is sub.,. scribed to the within instrument, and acknowledged that she executed the sam for the purposes therein contained. IN WITNESS WHEREOF_, I hereunto set my hand and official seal. My Commission Expires notary public d-e? o ,d.d: .. eZ 4tJ-. . / MY COMMISSION EXPIRES APRIL S, 1972 j -1 ,; -1 0 tf 0 (, 3-Jl-~~ IN RE: ESTATE OF JOHN F • P ATZ , ,) ~ J DECEASED ' ) --...: ' I . •I •' (' -------~--"t-·-----.,;.-:.,.'-----r---------• p;f-q~ _; s.r; ~~-., c ~ " · -.-~ --~ , ELlfCTJ;:Q.~ ;:j'Q TAK~DF;E \1'ILL ... ~ --lj ------~.;-i:.:. ' """::::; -· ------:;c_-... ~--~ • . .( '_,.. __ _ ,_;~--r. _·. . ... .1 ----- .b ==-' .~ ""-'.,. r-. ' ~ --.: ·. 1'i:. §! 1 ~ r~ :-:: r'.1 ~ . J'!> ~'> 8 ( i 0·~ " ' 1".) -.J ~~l.; ~~ ~· ~ ~ J --....::9-: '· ;. l) (,) '' l) () (' -. 'l ll ) Peacock,K~ll~r,Yohe &JDay . ) -, ~~f4,,~ I :hb :::- --1 ,) l> '. (' c ~ ... ~ ' ~· ; () () ~' ' 0 ; u " (\ , " ._, () (.. c) ) ( (' ( ~ ~. ·' u u , () ) '! ... ,•) '-_, " () ) C) !--> ~) '. ' -,) () ,. ,, ·I •' 'J (') l () -, . () i (I u l "• c ~' ·L ;.- l 0 () f1 ·h . .. (! (l r I}) ! (. ,.) (, ( \ ; ' (! 0 c ,. ~ ~ () (! -<' ~: u () ,, I (! IN RE: ESTATE OF JOHN F. PATZ, deceased. ) ) File No. 63-71-547 ) ) ELECTION TO TAKE IN KIND I, Edward J. Patz, of 109 Fieldbrook Drive, McMurray, Pennsyl vania, do hereby elect to take under the will of my deceased father, John F. Patz, dated April 30, 1965 and probated in the Office of the Regis- ter of Wills of Washington Comity, Pennsylvania in Will Book ll2, page 131 as a residuary legatee my share of residue as follows: 10 shares of Lone Star Gas Company, Common Stock 101 shares of General Motors Corporation, Common Stock IN WITNESS WHEREOF, and intending to b~ lega~~y bound, I have hereunto set my hand and seal this /£ day of ~C-eat? c&w 1972. WITNESS: ~1k1ttl¥·,~ STATE OF PENNSYLVANIA SS: COUNTY OF WASHINGTON On this, the /&~day o~ ) ~.v->....k?.=?k..uJ , 1972. before me~ a notary public, the undersigned officer, personally appeared EDWARD J. PATZ, known to me (or satisfactorily proven) to be the person whose name s subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. ~-My Commission Expires ~. d._~· / q ?3 ----~~----~~~~~~~~~---- Jane Smith, Notary Public ... ~~on, Washington C?unty, Pa. _...,.. MY Commission Expires Febru&.ry 28, 1973 ,,._ .l r. ~~ ::::J :;.:.... r:"J ;:::1 c: (fl '"";) t/J ...... (.'> ~' ~· (. ~ ~~ -i (_) :L...· . r· -,.,. ..r"--"'1:.1 r-0 > (f) ,, ' ' , IN RE: ESTATE OF JOHN F. PATZ, deceased. ) ) File No. 63-71-547 ) ) ELECTION TO TAKE IN KIND I, Robert R. Patz of 4 Exeter Street, Danvers, Massachusetts, do hereby elect to take under the will of my deceased father, John F. Patz, dated April 30, 1965, and probated in the Office of the Register of Wills of Washington County, Pennsylvania in Will Book ll2, page 131 as a residuary legatee my share of residue as follows: 10 shares of Lone Star Gas Company, Common Stock 102 shares of General Motors Corporation, Common Stock IN WITNESS WHEREOF, and intending to be legally bound, I have hereunto set my hand and seal this /9'Y~ay of 2J~een-7LJ~.¢:. , 1972. , WITNESS: ~!}~~ STATE OF MASSACHUSETTS COUNTY OF /fl/1/c#sex On this, the /1?'1day of ) ) SS: ) notary public, the undersigned officer, personally appeared ROBERT R. PATZ, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, f'~ ~.v/;~~ A-~ Jlc/t//ken, lfh55 My Commission Expires ~Mci ..5cc/ /97&' ' ' " ::.:: :1.:-· (/') ..... ~ ...... ;:->:: ·-i ':_j :a _....., 0 ~ "' :;> '' ... ,· . ' . .; ' .. , ' ;) -· ~~ :::n fl1 c: . .;') cr~ -::-i '··· ~-,I t;; } '_,.: ;;,._ :s ~ r----....... r-0 (.{) ' ~ . .. --.! ' 1.../.J c.... -~~ _,.. .::> u .-·- (..,._} '"" .. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ...... WAS.HI.NG.TON. .......................... .. IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue, (Section 703 of the Inheritance and Estate Tax Act of 1961.) State of ..... County of Edward J. Patz ................................................................................................................................ ·················································· ...................... Executor of the estate of the above-named decedent being duly sworn, depose S and say S Decedent died (~lay) ....... , 19.;y~;·j ..... ,{ ~~aving a last will, copy of which is hereto attached. } .............. M?.:Y .... (Month) o the;aam:t:::i:::r::~r:fse:\tao;~:: ::} .. f>eCl.<::<?<!J:\:, ·--~~Jl~:r.LXoh~ ..... ~. p~y · ....................... . whom all correspondence should be 68 .. 70 Eas;t B~etlJ St:r.~~J~ Wctf:lP~J:lgi:QJ:l~ :PE:!:rp:l~Y:lYC1:rl~?.:J~.?QJ .......................... .. mailed. p 6 That as such .......... Ex~.cut.or. .............. deponent is familiar with the affairs of said estate and the property con- (J•:xecutor-Administ.rator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ittsburgh National Bank John F. Patz or Edward South Main Street, Washington, Pa. 15301 J. Patz Son That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception or the rollowing, ror the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth fully 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 B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other case_~; al~ 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, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortga~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. , c ,., r ' •· 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 ~n any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement., (if oral, a statement setting :forth the nature of the agreement) together with a statement setting forth the character of the business,· its location, and such other facts pertaining to the 'business as may be pertinent to a fair and just appraisal of the ,decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instru~~~t creating the trust. Ther~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed,_ or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and~lace of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and 1mpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . .................. 2.4th ......... '' ... day of .. ' ' .A.'!J.:r.t.. .. ·;oo .......... 19 ... 7.1 ..... . Wd<A-l~-~.,~~~ --- Mary Jane Smith, Notary Public War.hington, Washington C?unty, Pa. My commission ExpireS ~~~~~---------- ....................................................................................................................... _ ............. . (Street Number) . Mc.Murr.ay. ...... P.ennsy.l:v..ania ... 15 .. 3.1.7. ................. . (City or Town and State) ""hruarv 28 197S NOTE: H~rur~ s~gning affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. ' ' .. Fi'CG-34 (4·04) COMMONWEALTH OF PENNSYLVANIA 7. OEPARTMfNT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANS-FER INHERITANCE TAX RESfDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "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. The real property loco tad In the Commonwealth of Penn sylvania should bo described by lot and block number, straot ond strnnt numbor, together wl th o general description of the proporty, with a ruferonco to tho record of the conveyance by which the decedent took title; If Q furn> state number of a· eras; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. NONE (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ·Insert this total opposite "real property;', Schedule "A" in the X X X X X "As Reported" column on the last page of this return. · 1 l'' (2) ESTIMATED MARKET VALUE NONE NONE ~--------------------------------------------------------------------------------------------------------------------------------- (Jl DEPARTMENT VALUATION CAUTION (Do not write In thl• •poce) I r.omiONWK\LTII OF PENNSYLVANIA .'l'RANSF1m INHEH1TANCE TAX llF:SI11ENT DEC:l~DJ.:NT SCIIEIHJLE "n" Pli:HSONAL PltOPEHTY lt\STlll'C.Tllli\S: Tills Scllcclule must cH:::a·Los•! rlll t.ung1.hlc nnd :Intangible personal property owned :lnrliv:ldually by the rlPec:••lent., nt t.lic t.tme or his clenr·.h. Property owned by the decedent jo:lntly with another or others must he listed under Schcclule "E". lntni1gible personal property, titled in the name of the rlecedent, but payahlP at. rleath to another or others, including but not limited to P.o.D. u. s. Savings Bonds and tenta- tive trus~ accounts, must be listt?d, clPspite the fact that they are not of the administered estate. Tangible personttl propf!rt.y shonlrl be listed first (e.g. ,1ewelry; wearing apparel, household goods, and furnishings, hooks, pttlntillgs, n.uliJmobiles, hoats, etc.) Intnnp;ihlt~ personnl propet•t.;.:, such o.s honrls, treasury certificates, cash on hand and in bnnk, stocks, mort.gtt~l's, notes, together with nccrued interest or dividends, salarif!s or wil.ges, insurance pay- able to the estate or f.lrluciary in srt111 cnpncity, partnership interests, interest in anyundistributed estate of or income from nny property held .In trust under the will or agreement of another, even though located outsitle of the Stttte, at t.h•~ · tin~c of tleath, should be lis tori in this schethale. ----~-------------------------~·-·----------------~----~~----------~--------------~ I tern NO• 1. 2. 3. ITEM List nnd describe ful.l y : ~hecking Account • Pittsburgh National Bank, Washington Office 20 shares of Lone Star Gas Company stock at $25.125 . 203 shares of General Motors Corporation stock at $88. 8025 · . \ ;:.,. ···~. / .. In;ert this total opposite "Personal Property", Schedule "B" in the "As ReJJOrted" column on the last page of this return. \ / UNIT VALUE X X ESTIMATED .MARKEl' VALUE t!J./( iia. 49 J. . o,KJ.5o2. so (J 'fl,;}l 18,026.91 DEPARTMENT VALUATION (Do not write in this space) Jf()~ t,. 9/ ( . 19, 205. 90 / c;_ ~ 90 I' -. , I COMMO>\WEALTII OF PENNSYLVANIA T~~SFEH INHEHITANCE TAX HESIDE~T DECEDENT .SCHEDULE "C" THAN~FE!tS (1) Did decedent, within two years ofdenth, make any transfer of any material part of his cAtnte, without receiving a valuable and adequ11te consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himsr!l f to himAfllf 1.mrJ nr.othP-r or others (inclwUng a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above i~ in the affirmative state: (a) Age of decerlent at time o1' transfer ----- (b) State of decedent's health at Ume of making the transfP.r. (Note 1). (c) Cause of decedent's den.th. (Note 1). (4) Did decedent, in his lifetime, malce tiny transfer of propP.rty without receiving a valuable or adequate consideration therefor which was to tnke effect in possession or enjoyment at or after his death? (Answer yes or no) rio (a) Was there any possibil tty that the property transferred might return to transferer or his estate or be sub.!ect to·tds power of disposition? (Answer yes or no) No (b) What was the trnnsferee1s agP. at time of decedent's death? ------(~) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor tmder which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from tht• property transferred? (Answer yes or no). :' No (b) The right to des1ghiite tt)e.persons who shnll possess or enjoy the property transferred or income therefrom?. (Answer yes or no) No (6) If the answer to (5) (b) ab(}ve .is in tho affirmative, state whether the right was 'reserved in decedent alone or others _________ ~------ (7) Did decerlent in his lifetime make 1t t.runsfer, the consideration for which was transferee's promise to pay income to or for the beneflt of enre of transferor? (Answer yes or no) No . (8) Did decedent, at any time, transfet• pt•operty, the beneficial enjoyment of which was subJect to change, because of a reserved power. to al t.er, amend, or revoke, or which co11ld revert to decedent tmder terms of transfer or by operation of law? (Answer yes or no) No . (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) . No NOTE 1: The answers to these questions should be supported by affidavit by the a.tten«Ung 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 trnnsferred, with relationship of transferees to decedent, Jf 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 & ITEM DESCRIPT.ION NONE Insert this total opposite 8 Transfers8 , Schedule "C" in the •As Reported8 column on the last page of this return. / MAmillT VALUE (Estimated) .NONE NONE DEPT. VALUATION (Dept. Only) '• CCM\10~\VF.\LTH OF l'ENN~YLVi\NIA Tlh\1'\~l-1-:H. I~lll~IUT1\NGE T1\X SCIIEDULE "E" HF.StlWNT nEC.EDENT JOINTLY OWNED PHOPEHTY 1 ----------------------------------------------------------------------------· HiSTI\l'CTIOSS: This scht~tlule must disclose nll property, real ar11l personal, owner! hy the rlecetlent Jolntly wt th nnot.her or others, including intangibles, stantling in the nrtme of the decedent an(! others. List rt>al estnte first, ns entireties, or .Joint tenants, giving brief nescriptlon, as indicated t.mder Schedule "A", plus the dnt.e nnd place of record of instrument effecting vestiture, bttt do not include entireties .:~r out of state renl estate valu~. in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acqui.~ltioni; .!lnd the name, address and relationship (if any) of co-owners to the decetient. Descr ipt.ion of Property, Date of Acquisition, Name Address nnd. Relationship of Co-Owners, and. Place of R<'cord of !nstrument, wh_ere _R~al Estate. NONE unit Value N percentage Share 0 N Estate Valuation '· Insert this total opposite "Jointly Owned Property", Schedule ~E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest R'CC·':':>'~ {12-63) . . COl\ll\ION\n:ALTII OF PENNSYYLANIA "'TRANSFER ~NHEHITANCE TAX RESIDEN1' DECEDENT ( h BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other Wl14f'1 In 'f'Rtntl!~ Edward J. Patz - 109 Fi_elQJn:22k Drive I McMurray. Pennsylvania 15317 ' Robert R. Patz ' 4 Exeter Street Danvera. Maaaachuaetta 0192S SCHEDULE "D" BENEFICIARIES RELATIONSIIIP SURVIVED -(If step-children or DATE INTEREST OF illegitimnte children DECI<:DENT OF BENEFICIARY nrc Involver!, set STATE YES IN ESTATE forth thl!! rnct.) OR NO BIRTH . Son Yes • --1/2 Son Yea ---1/2 ' -. ' ; Deponent further says that all the above-named beneficiaries are living at this time except below: NONE NAME DATE OF /DEATH RESIDENCE I I . I ! .· .. '.· ~, ""!"'·~ ...... ·. : Will Administration ~ No. ····· Dl THE Year ........... . ~lA TIER ·oF THE APPRAISE~IENT OF THE ESTATE OF JOHN F. PATZ Deceased Late of .:r.i()tl'~~--r().'YI.l~~~P ............................ . County of W.~~~oil .... Commonwealth of Pennsylvania REPORT AND APPRAISAL •''"..! d '·",.( ;\ t. 'l·i ; I Ill c•·!d ~i. .v ~. ~ · J .• V . ~ .t .\. I fl .i) <;1.iJ.-'\\ :e-'11 "TT 'I . • Jl '" } , '<) ! " I "'"" ):I ;;;l\1 !I : --·~ ~• _} ; ~ ... ':) v _.;hil lfJ"'' '\' ,.. ~ ~·,:'!! ........ ~·p. •••• ~ ("•,(\\\U ~-( _:.~~: _")[tlt&l ~s ' '. \: . . . ' 1 ;:1 \ i 1! h li .J l ::. .... J . -4 -, c.,·f*,; .~·.if t' I' .. ·, \~,....;.... i; .J .~ li .,u-.. !; / (Executor-Administrator must complete "As Reported" column #1.) C"l ... 0 "' "' ~ :J; >< It> 0"' ~ t:1 "' ,.,. ·~ ,.,. (l) ~-~·fb . ~~ ~ =-. : =~ :o :c.n =· 'CD; =o: ~·"' ... (l) ::::1 (l) ~ ... =.. "' :s 0 "' -. :s '"d (l) e. ... ., "' 0 o,;,"' ., (l) 0 ... "0 ~ (!) ., ,.,. '< w Cl) Cl) (') (') ?" ?" ::r g ~ > : ~-61')-61') . . . . . . Cl) c: ~ ~ > ::I -< =~= .... = -'o 'co:~;> . :s :-;_, : 0 ; ~ 'o ::s '"'-:c,n :~ -o -=· . = ......_ : . .., ·co. - : ~0 ~ 8.. : - ~~~~'*'* ~: ~~: ~~ ~· :---...... 'i~ & !91 ~: ~: ~.. :Q\: > "' 0 r:_ t;'t-;l .. _ 3 :r r: c.. --------. r • \ ·l. .. RCC-81 (6-71) t' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .. ·. HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT EDlvARD J. PATZ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-174-9 JOHN F. PATZ In Re: Estate of -----------------,---~----- WASHINGTON County-File No. 63-71-547 Dear Mr. Patz, ·,, "~ ·--. .. ' . '.,_, You are hereby notified that the--~g'"=lr;:-:3il:-lg~l:l:l. na,aa-1±------------ a ppra i semen t in '-the estate of ___ ..o.~Ju.O.uHJ.JN.x._F.c........ --~;:P:.t~AklTb:...Z:.---::-:::-=-=-:--::--------- has been filed ·in the. office of the Register of Wi lis of \vASHINGTON County on September 22 , 19 71, Said appraisement reflects the following valuations: Real Estate _____________ _ Person a I Property --~1....:.9._,,,.....2 ..... 0 ..... 5 ...... ,....;9;;uQI,.l.----- T ransfers ________ ---,-_____ _ Joint I y Owned -------=--=-c--,------- T ota I -------=1:..:9:....2,'-=2~0:..:::5:_!..~9~0 ___ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date September 22, 1971 ~. TitleFRANCES LEO, CHIEF APPRAISER DATE OF DEATH: May 5, 1971 Note: This is not a bi II. ,-- ~c c-39 < s-ss> COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (f.:J.J SUMMARY Estate of--"-P=A=T_Z ___ __;_J_O_H_N ____ F_. _______ DATE OF DEATH~ti~-~~-FILE No.63-71-547 (Last Name) (First Name) (Initial) 5-5-71 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: September 22, 1971 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 where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $------------~---19 205 90 19 205 90 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 19.205 90 1\TnMF. 19,205 gO annuities ...... , . . . . . . . . . . . . $------+-- ESTATE TAX ASSESSMENTS $ _________ ..1....___ 19.205 NON F. 19,205 Tax on$ 2% $ ______ -4-- Tax on $ ----------+--@) $ ________ ~---- Tax on$ 5% $--------4--- Thx~$ lK $ ______ -4-- Tax on$ 15% $ _______ -4--- &~pti~s • Total Estate _______ -!--- TOTAL TAX $-------~-- Less tax previously paid $=======1== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from ------to ----- AMOUNT OF ESTATE TAX ASSESSED $--------+--- Estate tax paid $-------~-- 90 90 (*) As evidenced by Charitable Exemption Certificates issued . by the Secretary of Revenue. BALANCE DUE $---------~--- Add interest at rate of 6% from ----------~10-----$-----------4---- TOTAL TAX BALANCE $ ------+--- pAID $ --------------1--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN F. PATZ Deceased Late of. MORRIS TWP. County of WASHINGTON ..... ·············· ... Commonwealth of Pennsylvania REPORT AND APPRAISAL 4-'1.: ., I Fonn RCC-2 .. DEPARTMENT OF REVENUE taUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ... .Se.p.t.embe.r ...... 2 .. 2 .. , . .1.9.7.1 ......... . couNTY w:AS..HlNG.T .. ON. .......................................... . FILE NO. .. .... § .. ~.:..1.!.: .. ?..4..?. .......................................... . Whereas, ................................ J .. QHN ..... F. ......... PAT..Z. ................................................................... late of ................ }J.QRR.lS..S. .... .'l.'WP ............................................. . in the County of ........................ lY.AS.HINGT.ON ..................................................................... Commonwealth of Pennsylvania, having died on the ........................... f.ifth ............................................... day of .............. Jf~Y .................................................. 19 .. T!.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................ F.RAN.C..E.S ..... LE.O ................................................................ , 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. Description of Asset PERSONAL: SER COPY OF APPRAISEMENT Unit Values $ Appraisement , Made for Inheritance 1 Tax Purpoaes 19 205 q) form~;·;;:~hbl:: !:~:Ow<>TJl ~~~~ ~:· ~:; o~·~~~=;.~~~~e~t~E?- :&ppra•ser 01 umber and Street) ................................. G.t_; .. ~ ......................... , Penna. H H . . .. .. WASHINGTON .... H. . ... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J OlJ.N. Jt.~. P.A'r..Z Deceased. Late of .. MORRIS. .... TWP., •....................................................... Date of Death, ........ ?..~.$~.?.!..... .... . ................................ . Appraisemel!t Docket Vol., ......... 3.8 ..................................... . Page, . .1.74.~.9 ..................... No. .J~.3..~.7.l.~.S.4..7 ...... . Filed in Register's Office, $~.Pt..~H ... :?..~ ..... J9.7.l ... Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ' I ... Form RC C-10 DEDUCTIONS ALLOWED IN OFFICE OF THE ' REGISTEf OF WILLS -'VfMh STATEMENT OF DEBTS AND DEDUCTIONS T 7?4l /~-7 HE SUM OF ............ $............ ............... .... . DATE /,[ROVED ... ~·; ·w;;·I=~ ~=.?.! OF -, COUNTY AND AGENT OF THE COMMONWEALTH I~ .. ._...__,_ I. ' Register of WiJis.: Age"t ;-r··t ESTATE OF JOHN F. PATZ LATE OF __;M~O::;.:R=R;.;;IS~T~O;....W~N.;.;.;;S~H.;.;.;;I;....P ______ _ DATE OF FILING APPRAISEMENT August 24, 9171 DATE OF DEATH """""'M=a'-'y---'5'-'''--.;;;.1.;;,9...;.7_1~------- ~~-; DATE NO. OF VOUCH£" NAME OF PAYEE REMARKS AMOUNT 1971 ., May 2( Russell Marino betters and one short certificatE 17 00 May 2~ Washington County Reports Advertising letters 14 00 June lb Observer Publishing Co. Advertising letters 14 00 Au!:!us 24 Russell Marino Filing Inventory & appraisement and balance on Letters 5 50 1972 -- Mar. 15 R us sell Marino Elections to take under Will 2 50 .Mar~ _15 1 Peacock Keller Yohe & Dav Attornev1 s fee 960 80 Mar. 15 Russell Marino Filirg Account 17 00 Mar. 15 Pittsburgh National Bank Safe deposit box rental 9 00 Mar. 15 Mary Jane Smith Notary fees 3 75 Mar. 15 Robert C. Gordon Funeral expenses 1934 40 Mar. 15 Kurtz Monument Co. Grave marker 280 00 Mar. 15 c. Masters Maintenance of mobile home 536 84 $3793 15 ~~ M"'l:h c, 7-1 I ~~ Z,.,Y' _@t.J» ~· "} C[ 5~ - COMMONWEALTH OF PENNSYLVANIA }ss: ':'} COUNTY OF Washington I, JAMES S. lAMS HEREBY CERTIFY, THAT. TO THE BEtiT OF MY I<NOWL.I!:DGE AND BEL.IEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OJ" ADMINISTRATION SUBMITTED TO THE EST .... TE OF JOHN F. PATZ DECEASED, AS DEDUCTION& FOR INHERITANCE TAX PURPOSES. -~\JJ~.· <L. s.l SWORN AND SUBSCRIBED BEFORE r THIS 18th DAYOI' J~ . ~ Ja.n:narV-18 ~ ) jJ. .A ..... '---. ).., r::X ~. _:::e:t'v-u C/ - V.t."J'f Jane Smith, Notary Public ll~i.lh!;f.oll, Washington County, P~ ~y Commission Expi.l"B!I !fWF.Jaii7 2.S, 1973 1Ju tbr ®rpqan.a' Qlnurt nf lla.aqingtnn Qlnunty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of...~~-t~_, ____ .J:gh~ ... f.~--------------------------------------No .. ~?.-~}~_'~~?.-~Y-----·----~~~-----':"~~~ •19 . ..1~-----, AA ······················---~~~-~~-~---.;J:-~---~~-~~.L-~~~-~----·······················-~-~-~~-<?.~-~~----~~-~~-~-~-~---"!?.~-~---~--~-~!_---~-~-~!.~ • .;M~.j.t Date of death.May ... S~---19.7-L .......... Date of filing Inventory Appraisement .... A..lAg~-~-"t ... .?.~L-~_9.7~-------------------- ~ses-srrrent TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County, viz: ITEM Valuation ]~:{2 I 20 sh Lone Star Gas @ 27.00 540.00 ----l-9-11 20 sh Lone Star Gas @ 26.00 520.00 I ] ~+c;l 20 sh Lone Star Gas @ 18.25 365.00 . •. .. 1269 20 sh Lone Star Gas la>. ;:>), R7t:; !t~1. $0 1968 20 sh Lone Star Gas @ 2q 17t:; ~R'Z c;o 1967 ?0 l'l h T.rmA ~t.AT> GAl=! (@ 10 ?r:' 'lAr:' nn ..... _, ·---. ~ -I Inventory Assessment 12% Assessment Tax at 10% Collection Year Appraisement Returned Valuation Penalty 4 Mills Penalty 6'7o Interest Total Claim 19 7.2 540 None 5!tO ------2.] 6 ?? ----2 18 19 +J $20 None $20 ;:> oR • 2] .15 2.44 ------. - 19 7.0 36$ None J6$ -----1 ),?. ,~ .2$ 1 .R?. 19 62 425 None li95 -----1 qp, ?0 <O 2.57. 19 68 585 None 585 -----2.11.t 21 C::l ~ .OR ~_M_ __ 385 None 3_8'2 -----1.511 lC:: .hll ;:> ~~ .. TOTAL CLAIM 11 1-J ... The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement, Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate . ............... 4.th. .. day oL.De.c.embe.r. .............. 19 .. 7.2 .... . A. V. CAPANO, Solicitor j - No .. 9.3.:-:1J:-:-5.~7. ....... 4.t.h .. ~-e5;,rt9 .... 72 ... , AA In re Audit of Account in Estate of .. Pat.z.,. ... John .. F. .......... , .......................... 1 ............ . AUDIT Jrarripr fnr 1\ppraranrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX ~9 A. V. CAPANO, Solicitor ,,.. t·•• f I f'" r \ . r·1l -~~ ~ t ,. ..... l-.. L.J J 9 73 JMI I 9 PH 4 31 RIJ'"'·""··,. 'f•r·q!~ U 0 0 !.: L '-.. "' •···; :Ill (.• f1EGtSTER o~-WILLS WASHINi:TON CO .. PA . I 6 7 6 4 9 ~ 0 2 t::; 0 1 8 0 2 6 9 1 1 9 2 0 5 9 0 , .. ,,, "· ,,, . _ ~ -·--........................ ++ .. +*AM······ '0 tfOt•• t· ............... £........._ ........................ ... COPY OF INVENTORY Notary Public Edward J. Patz JOHN F. PATZ xxxxxxxxxxxx JOHN F. PATZ • xxxxxxxxxx 24th (Notarial August 71 Seal) I sl Mary Jane Smith Is I Edward J. Patz xxxxxxxxxx Mary Jane Smith, Notary Public Wasl1ington, Washington County, Pa. My Commission Expires February 28, 1973 iJutt~ttfntn f.tH~ 3\. npraistmtUt of the goods and chattels, rights and credits which were JCJ'H'N"F •. -pa_ T Z Morris Township. of .............................. : ............................................................................................................... late of ........................................ : ........................................................................................ . Washington County, Pa., taken and made in conformity with the abave affidavit. DOLLARS CENTS REALTY: NONE . N 0 N E PERSONALTY: Checking Account-Pittsburgh National Bank. Washington Office 676 49 20 shares of Lone Star Gas Company stock at $25. 125 502 50 203 shares of General Motors Corporation stock at $88.8025 18,026 91 TOTAL 19,205 90 / ,· , COPY OF INVENTORY~ Notary Publlc Edward J. Patz JOHN F. PATZ XXXXXIXIIIXX JOHN F. PATZ • XIKIXXXXXX 24th (Notarial August ·n Seal) /s/ Mary Jane Smith Is I Edward J. Patz XXXIIXIDX Mary Jane Smith, Notary Public Washington, Washington County, Pa. My Commission Expires February 28, 1973 innmtnnr an~ Anprai.a.rmrut of the goods and chattels, rights and credits which were ~OHN.t" • .PATZ Morris Township, · of ................................................ , ............................................................................................. late. of ................................................................................................................................. . Washington County, Pa., taken and made in conformity with the above affidavit. REALTY: NONE PERSONALTY: . CheCJdnc Account-Pittaburah National Bank, Waahfnlton Office 20 eharea of Lone Star Oaa Company stock at $2&. 125 203 sharea of General Motors Corporation etock at •sa. 8025 TOTAL DOLLARS CENTS N 0 N E 676 49 502 60 ,11,026 11 . 19,205 90