HomeMy WebLinkAboutOC1971-0631 - ESTATE OF VESPIForm RC C·lO
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OFFICE OF T.ME
REGIS1>..R,OF-WILLS
OF _...:W.:.:'A~S=H=I:.:;N.:.:GTO=.=.;N__COUNTY
AND AGENT OF THE COMMONW5ALTH
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STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN ,)
THE SUM OF .,....,.....$...'?1..5?<kL.......
'1':.-17-77/DATE~~.
Reglater of Will••Ag J
ESTATE OF BNRICo YBSpt LATE OF Mnrtopgabela.Pezmsyluani a
DATE OF FILING APPRAISEMENT March 20,1972 DAn:OF DEATH May 30,1971
DATe:NO.OF NAME OF PAYEEVOUCHc:'IlI:
1971:Rev •.John Talco ..
--r 3 St •.Luke's Church
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6 26 Washinaton County Reports
6 30·~nnetr V.ThompsonneraHome
7 21 ~~!f~~~~~Si~?l1s
8 17 '..Kurtz Monument Co.
"8 17 The Daily Herald
..Russell Mar1no817..Reaister of Wills
8 17 GUy Rogers
1972:..
__3.::-jR'"~.l.iiman.t-=.Noj;::l~".,'--
Willi'am H...Robinson
",RdWard 'vesDi
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REMARKS
Funeral service
Advertising Letters
Funeral bill
Headstone
Advertising Letters
Probate of will'·and four.~~;.
Travel expense
Notary fee
Attorney"fee
Executor's fee
TOTAL EXPENSES
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AMOUNT
21;nn
",c;n nn
14 00
.',1 ':\11 Inn,Inn
l2S 00
12 SO
22 SO
lS 00
2 2S
616 68
616 68
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COMMoNWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I.E&9ar d llespi HEREBY CERTJ":"'~THAT,TO THE BE.T OF
IICY KNOWLe:CGE ANC BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ACM'NISTRATION SUBMITTED TO THE ESTATE OF __E""n...r....i...,c.o....----""'''''''e...s...pl''"i --I;lOECEA8EC.AS CECUCTIONIi ".OR
INHERITANCE TAX PURPOSES,
SWORN AND SUBSCRIBED I!IEFORE ME THIS :17
~March I".1.l.....~')vJ)&JD)€.(\hO~
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DAY Of'
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1 2J 33 3 .65
1 2,333 65 S
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COpy OF INVENTORY
Notary Public
SdVrard Vesp!
eNRXCOVBSPI
-ENRICO VBSPI
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March
18th
71.5tlEdWar~
sl Marion E.Coleman -
Notary Public
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.'.'.~n~!\ppraisrmrut 01 th~'g00io~~&'irriitl'iZts and credits which were
01 ,:1ate 01 .
Washington County,Pa.,taken and made in conlormity with the above affidavit.
DOLLARS CENTS
RBALTY:
flBRSONALTY:-
Ficst P'.dGJ:al s.vlng.and Loin "..oelation o~OOl...y a.ach,$7.048 78ADd.,.,S.ving,Account,NUaber 2.147'0
West.raP_n.ylvabla National Bank,Monongah.la,Pennsylvania S,aa4 87
Of~lc.,saving.Account.NUabttl'91614 -
TOtAL INVENTORY AND APPRAISBMBNr $12,3~3 ~5
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I give,devise and bequeath all my ~operty.
LAST WILL AND TESTAr·iENT
named,as soOn at convoniently rMY be after my death•
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seized or possessed.or over which I may be in any way entitl0'6;,.'~~t
.(~~~~..o'f wbatsoever the same may consist,to my chiIdreb;.&..BNIS~:_;
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rgb,Pennsylvania.their heirs and assigns,in equal shares.
YOI'k.New Yo~k;Mrs.aLl!.ANOR JOHNSON,ar Osabe •We~t Vi~ginia:
Mrs.CONNIE PYLES,of West Virginia;and r::ry..,AR1)"ESPI,of Pi«SiJ-
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the Executor af this.my Last Will and Testament.
son,EDWARD VESPI,~the City of Pittsburgh,Pennsylvania•••
THIJ'IDs I hQrebY'~inate,con$titute and appoint ay
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and in hit;presenceJ an~i»the presence of each o~er,h..__'tO I t·,~
__.s and acfdl'esses as a~~....ting wi~n......this .~:t 1
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WASHIWGTON CoulIty
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RESIDENT INHERITANCE·TAX.APPRAISEMElIlT
Estate of
...,:~IC.Q ~$.r.I .
Deceased.
Late of
MONONGAHELA.
Date of Death,.~I..~.9.J J,,97+: .
Appr~isemellt :Docket Vol.,}.~.::,,.:..
Page,18.2~1 :.:No :QJ..~7+~.:rt ..
Filed in Register's Office,..~G.H ??L J9 7?
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal ft-om Appraisement,;..
Entered and charged,,,..
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•~DEPARTMEl\~T OF REVENUE
.BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.77 727
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COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~G.B ~?.t ;l.,.97.?..
NTY WASHINGTONCOU .
FILE NO..63~71~.631 .
Whereas,ENRICO·r·VESPI.late of MONONGAHELA ..
in the County of WASHING.TON Commonwealth of Pennsylvania,having died on
the JOt..b.day of W.I 19 7+'..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~P ~Q.e~,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 AppraisementDescriptionofAnetValuesMadefOI'Inheritance
rax Purposes
PERSONAL $
SEE SCHEDULE "BIl'of APPRAISEMENT 12.'1'1'1 61i
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CRAS.E.ENLOW,Assistant Vice President of Pittsburgh
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•0 ...(to
National Bank,the within named accountant,being dUly sworn according to law,
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
verily believes.
deposes and says that the foregoing I!account as stated is true and correct as he
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Sworn and SUbscrib~e )
this y V day of,_,L1971.~.~~~.
Register
PITTSBURGH NATIONAL BANK
BY~~
Assistant Vice President
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WASHINGTON COUNTY:SS
I do certify that I have given legal notice
tQ all persons concerned of the filing of the
within account in the manner prescribed by
st,atute and Rule of Court,a~videnced by
pr,oofs thereof filed to No.~"'/7/-3,80
:Witne official seal this 5~
day of ~~~~~::::,,-__,19 71
Register of Wills
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TR-2 REV.iI·62 ,
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IN THE COURT OF COMMON PLEAS OF.WAl'HINGTON COUNTY,PENNSYLVANIA
ORPHANS I COURT-DIVISION '
ESTATE OF CHARLES QUAY BAKER,AN INCOMPETENT,NOW DECEASED
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNK,
GUARDIAN·
NO.80005-6
PITTSBURGH,PA.JUNE 9,1971
SUMMARY
SCHEDULE A
\PRINCIPAL -PERSONALTY ,
•3'and 4 $5,075.83ReceiptsPages
Amount transferred from
..Income-Personalty 833.09 $5,908 92\
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Di'sbursemerits Page 5 ~'324 61
Balance $2,384 31
SCHEDULE B
INCOME -PERSONALTY
,.,Receipts.6 $1,762,. .Page 19
Disbursements Page 7 $328·.86
Amount transferred'to
'Principal-Personalty 833.09 1.16:1."95
Balance 600 24
,NET BALANCE ,$2,984155
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CHARLE S QUAY BAKER
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THE BALANCE CONSISTS OF THE FOLLOWING:I·
PRINCIPAL -PERSONALTY
Cash .,$2,384 31
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INCOME -PERSONALTY
Cash 600 24
$2,984 55
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CHARLES QUAY ·BAKER
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Washington Union Trust Co.-
Assets ~warded per decree dated 5/26/54
at #13-167 of 1954 -
Bond§-,
$1,500 Bonds United States Treasury,
2-1/2%due 6/15/72-67 $
2,000 Bonds United States Savings
Series G,2-1/2%due 1/1/55
1,000 Bonds United States Savings,
Series E due 7/1/54
Cash
Additional Assets
Social Security-benefits -
1?/19/67 to 6/6/68
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..1,500 00
2,000 00
750 00
'146 27 $4,396 27
678 00
Assets ACQuired
1955
Jan.11 Deposit to savings account at Dollar Sav-~
ings Bank $1,500 00
Deposit to savings account at Dollar Sav-
IingsBank
7/2/64 $1,150.002/1/68 8'30.00 2.000 00
$3,500 00 ,
Cash'disbursed to acquire above asset s ~.'300 00 0 00
.tGainonSaleofAssetsI1954
Apr.29 Proceeds sale ;)~Olli Bonds United States :
Treasury 2-1i2%due 6/1/72 at
100.3125 501.56
1 56Carryingvalue500.00
Conversion of Assets without Gain or Loss
1955 I
Jan.;5 Proceeds redemption $2,000 Bonds United
States Savings Series G 2-1/2%at
100 2,000.00
Carrying value 2,000.00
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cHARLES QUAiY BAKER .
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Proceeds withdrawals in full f:r:om Savings I
Account at Dollar Savings Bank J
6/21/55 $500.00 I
1/24/56 500.00
7/12/56 500.00 .
$1,500.00 ~I
Carrying value 1,500.00 ,0 00
1964
July 3 Proceeds redemption $1,000 Bonds United
States Savings Series E due 7/1/64
(portion of proceeds allocable to
principal)750.00
Carrying value 750.00 0 00
1971
June 4 Proceeds complete withdrawal of savings
account at Dollar Savings
Bank 2,000.00 ,
Carrying value 2,000.00 0 00 0 00,
,$5,075 ~3I
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Amount transferred from Income-Personalty 833 09
,$5,908 92
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CHARLES QUAY BAKER
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JUly
1971
June
DISBURSEMENTS
,Administrative Exoenses
Notary fees -
,1/29/54 and 12/21/70 $
Prothonotary fees -
Filing petition to tr,ansfer jurisdiction
from Common Pleas Court ~&Orphans'
Court -1/29/54
Loss on Sale of Assets
9 Proceeds sale $1,000 Bonds United States
Treasury 2-1/2%due 6/15/~2,sold 5/28/71
at 96.50 $965.00
C~rrying value 1,000.00
Distribution
PaYments on behalf of Charles Quay Baker,
an incompetent -
Commonwealth of Pennsylvania -
Polk State School -
Maintenance -2/5/54 to 4/2/68
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3 00
1 00
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20 00.
300 00.
"'i00 00 $625 25
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2,864 36
$'3,524 61
CHARLES QUAY.BAKER
T".2A "EV....2
SCHEDULE B
INCOME -PERSONALTY
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RECEIPTS ;
Washihgton Union Trust Co.-Amount awarded per decree.dated 5/26/54
at #13-167 of 1954 -
Cash $38 16
Interest -Bonds
United States Treasury 2-1/2%
$500 -to 4/29/54 $4 64
.1,000 -6/16/54.to 6/7/71 436 95
United .States Savings Series G 2-1/2%
$2,000 -7/2/54 to 1/5/55 50 00
United States savin~s Series E
$1,000 -·to 7/3/6 630 40 1,121 99
Interest -Savings Accounts
Dollar Savings Bank
To 6/1/56 $34 28.,Dollar Savings Bank
To 6/1/71 567 176 602 04
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$1,762 19
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CHARLES QUAY BAKER
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DISBURSEMENTS
Guardian's compensation $102 95
Distribution I
Payments on behalf of.Charles Quay Baker,.~.an incompetent -
Commonwealth of Pennsylvania,
Polk State School -
Maintenance -1/11/57 and 5/13/68 $192 91
Dr.T.E.Timney -
Refraction and glasses -2/17/59 28 00
Census Department 'of Commerce -,
Search of census recer,ds -7/6/67 5 00 225 91
$328 86
Amount transferred to Principal-Personalty 833 09.$1,161I 95
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In the matter of the Audit of Account in ..
E~iat~of I ,Cha rle s Qual Baker N 630 of.19710.__-=-=-='----'=-,-:=""""'-"=-_"'-_
TO THE AUDITING JUDGE:
tEnter.;..'_'----'_....om...ytJ-,appearance for --"'Gcau....a........r .....d...1ua........n'-"A........c....C.....O....l....1....n....twB";J.-n....t'"'----:-_
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.19--.11
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day of September,16th
N.B.-Counsel shan,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 concis ely stated in a separate paper.
Council suggesting proper distribution shan file a separate concise state-
ment in that regard.
1
No.630 of 1971
In re Audit of Account in Esta;te of
Charles Quay Baker
an incomoetent
AUOIT
'rarripr fnr Appraraurr
FOR
Pittsburgh National Bank.
,
Guardian
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Lloyd O.Hart
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Attorney
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Form for Guardian or Trustee
'rtUion §ur 1\UllU
lIu wl1r,(@rpl1aV6~QIoart of lIaaqtugtuu Oluuuty
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Estate of 9.~.~E.!.:.~g~~1f::~~~~~.
¥'6f'::.:.
mincn--incompetent-Hfeteftlmt
Date of t:r:ust .May 26,1954orguardIanshIp ..
If there have been former accounts
filed in this estate,list:
No.13-167 of 1954 o.C~
Filed at No ?.~.Q :of 198'.....?1
Fiduciary..~!.~.~.~.~.~~.~.~~~E:~9.~~.~~~~~..
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Place o~record N 13'-167 f 1954 0 C'of appolntment 9..~?:..
.~eY'
Reason for filing this'account....P..~.~.;E ?.~g.~.~E.~.~.~9.1f..~.y.~.~.~.:E .?~..~~.y.~g?....!.~.?..!:..
All persons having any interest,vested or contingent (including claimi~ts),111 the fund now before the'Court,
with the nature of their interests are:,
Harold V.Fergus,Administrator of Estate of
Charles Quay Baker,deceased -Entire Interest
All of said'parties have received notice as required by the Court Rules except as follows:
•
No Exceptions
The fund now before the Court is subject to the following taxes:
None'
Set forth any ,legal problem~requiring,,adjudication by the Court or difficulties that must,be met in distribution:
None'
Balance for distribution per account,
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Principal $?A}~.~..~}!.'~,.
Additional debits not shown in account:
(Indicate whether income or pr.incipal)
Additional credits not shown in account:
(Indicate whether income or principal)
,('Income
Total additional debits
$6.0.0 /?.{r.::..:
$':.
1971
Aug.12 Harold V.Fergus,Administrator of Estate of
Charles Quay Baker,deceased -Advancement
(See Receipt attached)
Notary Fee -Affadavit to this Petition
Total additional ,credits
$900.00
.75
$~QQ.~..?2 :..
Balance for distribution Principal $1,483.56............................................................
Income $§.22.~.~.~....................
Total $G.".QaJ..,.aQ .
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
Balance for Distribution consists solely of Cash
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Receipt
AND NOW this ____~6~~~-'~.----day of August,1971,I,Harold V.
Fergus,Administrator of the Estate of Charles Quay Baker,deceased,
hereby acknowledge.to have received of and from Pittsburgh National
Bank the sum of $900~OO representing an advance distribution from the
Estate of Charles Quay Baker,an incompetent,and authorize said bank
to take credit therefor in the Petition for Audit in connection with
said Estate!
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•Set forth ac~ountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-,I
portions unless specific amounts or items are designated by ·instrument ~nder which estate is being distributed:
To Harold V.Fergus,Adfuinistrator of Estate
of Charles Quay Baker,deceased Entire Balance after costs
of audit of this accounting
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COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly ~~g.E.~doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...b.~.~:knowledge and belief.
~55
And your petitioner will ever pray,etc.
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Ass~stant Vice President
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........s.yw.t'.D.to and subscribed before me
This ~.~day o~~.~.I?~.~.~~.~.E 196..?.~:..
Signature of Offic~er~~""';:f;:)'.,;•..._..............................................
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Title of Office~r......... .t:~'..;..0 7":\('\
Off'·1..~.I..C)-7z-:o-..<.:::0 ~Ice expIres...........y r.')"...::?..;;;;::';.:.<..
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ORPI-IANS'COURT .,..,I ,[p'17'I ...",Ari II 52
....:OF WASHINGTON COUNTY
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FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No 6.3.0 of i9d.l.l....
RUSSELL M~,RINO
REGISTER OF WILLS
WASH!NGTON CO ..PA .
ESTATE OF g.~.~E.!.~..!?Q~.~Y.~.~.~.~I :
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FOR .
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Counsel for the accountant shall 'submit herewith the
following,if pertinent:
1..Will or trust instrument-attested.
2.Inventory.
S.Signed el~ctions of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
S.Praecipe for those represented.
6.Brief-for.any q~estion of law raised.
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Counsel for accountant.
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ImSBURGH NATIONAl BANK
.WASHINGTON OffiCE·83
WASHINGTON,PA.
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"PllTSBURGH NATIONAL BANK
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PITTSBURGH,PENNSYLVANIA 15230
JuDe 22,1971
Harold V.fergus ,Bsquire
27 SoutbCol1ege Strtet
Washf.agton,PenDa.
Dear,Ba%old,'
We"encloseherewitb copy of our rirst udP1Dal Account ••Succes80r
Guardlb of the Est.teof Cb4rle8 Quay Baker.tID 1ocompetentt DOW
deceaaed.whkb account we have,thb day flied 1ft tbe Office of the '.
Clerk of the Orp~us',Court of Washlrlgtma Count)'to No.630 of 1971.'
l'bu '«jccount wll1 be presented to the Court for Confirmation on August 30,
1971 md rill *8&10 ccae before the Court for Audit durtDa the week
begtmd.128 September 13,1971.
S1Ilcerely yours,
~~
ChU.,B.Billow
Ass1stant Vice President
CBB/J1m'
Eoclqllure
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ESTATE OF N 63-71...6300.__.....:::....--'-_-:::...-:--_
Charles Quay Baker
an incompetent
In the matterofthe ,Firs t and Final
Account of Pittsburgh National Bank
Guardian
$2,984.55
.SCHEDULE OF DISTRIBUTION
Balance per account ~----------1
'.
ADJUDICATION AND DECREE
And now September /7,191.1-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereo~t~~~9!ffrce for distribution in the hands of the Accountant is determined to be
$.,9 _.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
se,c.reg.or an appeal be taken herefrom sec.I~g.
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts _
Attorney Lloyd o.Hart
Harold V.Fergus,Administrator of the estate
of Charles Quay Ba.ker,an incompetent,now
deceased,credit to be taken by the accountant
for funds in the amount of $900.00 advanced
prior to distribution by the Court,
15.00
$2~?6J?80~f/~.197(i'f&.IS':()O lOA ahtl.d evu.--o lJl.e,....·o.~.
2968.80
No balance
No.-·...}[::·~i ~~f'v•--V,_..L~;',
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In the matter of the
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Account of
of Estate of
i\~juilitntinu nulk 1Bttrtt
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RUS Si:U.[.';'.1':;1 NO r .
nEG ISTEh 0F WILLS
WASHIN;';'fON co:!PA..-,
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ill THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
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illRE:(
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~Estate of (..)No.630 of 1971
e CHARLES QUAY BAKER,(
)
an incom petent.(II
:!:Iz,
0(>HEARING ON AUDIToJ>Ul
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~BEFORE:The Honorable P.VINCENT MARINO,Judge
I-of the said Court.CIz
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i ..:APPEARANCES:LLOYD O.HART,Esq.,of Washington,Pa.,u representing the Accountant.~l-I 4 Ul
I iieoJ0(TIME:Thursday,September 16,1971,at 10:00 o'clocku
c A.M.,EDST.::l.,
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0:11.1I-THE COURT:Number 6 30 of 197 1,the estate of Charles Quay0:0L11.10:Baker,an<ihC'otn (')eteJnt .The Guardian is the Pittsburgh National Ba ~I-0::l0u and the attorney is Lloyd O.Hart.!\/f r.Hart?oJ0(
Iu/J ii:MR.HART:If the Court please,I have here all the necessary I
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I papers.I know of no corn ;plications.e i
THE COURT:Are there any claims of any kind?Ii
i1\ff R.HART:Not that I know of.
THE COURT:Is there anyone else in Court interested in this
incompetent IS estate?
I
(NO RESPONSE)
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THE COURT:
Court.
The audit of this account is ordered closed by the
(A.UDIT CLOSED)
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~z~oJ I hereby certify that the proceedings and evidence are contained fully
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Z~and accurately in the notes taken by me on the hearing of the above cause,
and that this copy is a correct transcript of the same.
The foregoing record of the proceedings upon the hearing of the abov
cause is hereby approved and directed to be filed.
In re Estate of
.C.h.a.r.l.e.s..,q~8::Y ..138:k;~r.'...1\Il..~Ilc.?~P.~~~Il~
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANiA
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RECEIPT
Harold V.Fergus,Administrator of
KNOW ALL MEN BY THESE PRESENTS That I,~.s.tCi.t~...C?f...Cl1.a.r.l.e.~..Q.u.ay...~.a.k.e.r.Ld.e.c.e.a,sed
do hereby acknowledge to have received from PITTSBURGH 'NATIONAL BANK .~1.!-Ci.~<i.i.CiIl .
....of the Estate of ~?a.r.l.e.s..9.u<3.:Y..B.a~.~.~,Deceased,
the sum of .:Iv?C?.:rl1C?\l.SClIlcl..;N,~Il.e ..1I\lIl.d.r.e.d..~i..x.ty ..:E.igp.,t,..Cl.Il.<:1...~.o.lJO.O...($.~.,.9.Q.~.t.~.9)dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered ~.ep.t;~!'11P.~x..J.7..,19....71 ....,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county t6 enter and file
j
this rece;pt.~
In witness whereof,I have hereunto set my hand and seal at ..:w.~~...
.....................'this ?:7:-.:day of :S:~~A.D~19..7.)... ..',I-n d \/t . .
WITNI1s:n.J(Admrt:!!t:tt~;;it:~a~ieaq;;ay B~:~~
..r:fd:h.J(J.,.t~·t~~·~···~~=:~~~~~:~;~~~~~~:2;~~~:~~
$2,968.80
i7-934 REV.3-63
deceased
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