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HomeMy WebLinkAboutOC1971-0785 - ESTATE OF BREESE<1tommoUlUta1t4 of ,tUU5gIUauta.} llIIIa54tngton QIountg.55. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 29th.day of July 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 ~he Commonwealth of Pennsylvania, the last Will and Testament of Charles F.Breese late of West Bethlehem Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Grace Ann~13reese and Lois Jean Bercosky the Executor s in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Grace Ann Breese and Lois Jean Bercosky committing unto Them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office,at WCllshington,within ninety days from the date hereof,and to render a just and true account of s'aid 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 29th. day of July in the year of our Lord one thousand nine hundred and Seventy One Register ~$.t~CD-0):::CD~CD:=IL M ~0 ~-1lI N tn •I-r:r..t~<l:a I-en ro 1lI CDtnr-l $.t M~~--~0 ~ ....'.... _.._. LAS T - W ILL A N .D "-."_·t_ ~.~,.,-,-.......-". '". T EST \MEN T I,CHARLES F.BR~FSE,of West Bethleh~m Townsh;.p, Washington County,Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make,publish and de- clare this as and for my Last Will and Testament,hereby revoking and making void all other wills,codicils or testamentary writing._ by me at any time heretofore made. FIRST:I direct that all my just debts and funeral expenses be paid and discharged as soon as conveniently may be done after my decease. SECOND:I give and bequeath the sum of One Thousan ($1,000.00)Dollars,to my daughter,Lois Jean Bercosky,her he~rs and assigns. THIRD:I give,devise and bequeath the two lots of ground which I own situate in West Bethlehem Township',Washington County,Pennsylvania,known and designated as Lots No.141 and No. 142 in the Barnard Place Plan of Lots as are more fully described in the deed of Victor B.Behm,et ux.to myself,dated May 20, 1955,and of record i.n the Office of the Recorder of Deeds in and for Washington County,Pennsylvania,in Deed Book 961,page 524, to my daughter,Lois Jean Bercosky,her heirs,and assigns. FOURTH:I give and bequeath all my watches and guns to my grandson,Floyd Charles Bercosky,absolutely and for- ever. FIFTH:All the rest,residue and remainderof.my estate,real,personal and mixed,of whatsoever kind and nature and wheresoever situate,of which I die seized or to which I may in any way become entitled,I give,devise and bequeath in equal shares to my Wife,Grace Ann Breese and my daughter,Lois Jean Hercosky,provided,however,that in the event my wife predeceases me or we are killed tn the same accident,then I give,devise and STUART E.MURPHY AnORNEY AT LAW WASHINGTON,PI\. ,-,'-~'"",.•+' (SEAL) ---gr--------------------------.~-----.....,,........-----........--t..~F""*'==._'._~ ,......._,...'\ ,,' the aforesaid rest,res~due and remainder to my daughter,Lois Jean Bercosky,her heirs and assigns. LASTLY,I hereby nominate,constitute and appoint my wife,Grace Ann Breese,and my daughter,Lois Jean Bercosky, Executrices of this,my Last Will and Testament.I hereby direct that the Executor of this,my Last Will and Testament,shall serv without bond. IN WITNESS WHEREOF,I have hereUn~o~my hand and seal to this,my Last Will and Testament this /L!?j::day of April, 1960. /~d.J-~_.se The foregoing instrument,consistinR of two pages,each bearing the genuine signature of the Testator,Charles F.Breese,was duly ~ignedJ sealed,published and dflclared by the above~named Testator as and for his Last Will and Testament in the presence 0 us,who at his request and in his presence and in the presence of each other,have hereunto subscribed our names as witnesses there to. ,STUART E.MURPHY ATTORNEY AT LAW WASHINGTON,PA. 1,3-71-73S-Ji\ffiltanit (@f Exrtutnr (@r i\bministratnr', ~tutr of 'ruufiyluuuiu.t fill: Cltouuty of mafi~iugtnu \ Personally before me,the undersigned authority,a NQt"x:y,~p..l1~..in and for said County and State,appeared ~Mf.~~~~§~~~~Y?!~~~~~~~9.Q§~who,being duly sworn according to law,deposex and sayx that they ar:the executos CK~Ratmtof the estate of ..........CHARLES F.BREESE.,.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...~.lJA'8.~.S :f.'.Il ».~IS..I.a , 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 s ~~.->!L ~/1; S d b 'b d b f h'l~th...rttfJu/1/.l ~&:.f.,-~e42£..worn,an su SCrt e e ore me t 1S ':I'yfJP,,~~ day af _~.~R.t!!!!l!!.~..I-:(J~19 7..!....\\'"\\~~~~::~~..~~~~~.. ..........~,0;~+...;e.............4~~~"\\oi.t.1:"..... ~trONAL INSTRUCTIONS 1.An inventQry must be filed withi~\hree 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 lIunrutnry aub1\pprai.armrut of the goods and chattels,rights and credits which were of g.~.~§f..~~~.~.§.~..~Jate of'W.~.~.t;».~.t;.b.J.~.h~1.!?w.9:§.h;.P.". Washington County,Pa.,taken and made in conformity with the above affidavit. DATE OF DEATH:July 16.1911. PERSONAL PROPERTY DOLLARS CENTS 5 -$25.00 u.S.,Series tlEU,Savings Bonds:@ $26.16 each 19 -$1,00.00 U.S.,Series "E",Savings Bonds @ $101.04 each Checking Account in the Marianna Office of First National Bank and Trust Company REAL ESTATE NONE 133 80 2,033 76 3,051 57 TOT A,L --------------$5.225 13 / I :::---..",,-'t- C3-?/-?~.s- 7~.s-O<7 Inventory and Appraisement IN THE ESTATE OF , /"CHARLES F.BREESEr;. • .1 ~J.'Ift I1 Filed S.~i>.~~mJ?~t.:~:~,19 1.1 ...~~-...... ~i,-~~~:::::J :::0 --j,:..rn c:to");en G")r.tU'l '--l~-.,'i ...:..en (.., i--y -I rq .) (t-"r-n r---~. ~-..-ot "') --j ;::n ;-- "2c ..."0 ;.' ~-.,',.;-;~ 0 ....:::-0:::::::..'.- ';-".,J--,."--0 ..0 .......,l>-en en 7 I ~?A4Jd;V .~3·;0 ~9 i /4,#'/-'/ STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as ~.1:l.~.Y.._.__:-..---.---------verily believe. . .~3~Sworn and subscribed before me this . day of ~_~_~ll_._..._19..?lc:. ...4~'"...i······~i~················ EDITH L DAGUE.Nlltary P-ubJlc Washington.'WaalllnlltOll Count,.PI. ,Mypommlsslori ExpJrea Mar.26,1971 Washington County,55: / L!J~{2~...~~(Grace Ann Breese) ~~.__lti~~_ ~-LOis-Jean Bercosky)?, I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No....b.3_~J~':"._1l.7...... . Wit ess my hand and official seal this L~... ....:~~?-:= Register of Wills " oz .....,.. ....., l-o::loo o....., , , ...r~.... '''..~" ~ 11 -:--- •~t,,···,.."Jtil...,..~..'" .....""U .Wo.....--4-.f(.. •\"e :~;:..---------.::..'~:L-~......:; f .~...'........._~~-;::;;''1...\.~\...,...~..~----------------- ·IJ1'~-'!fPI ~....'" • I l i I The Court is respectfu II y requested to determine proper distribution in this estate. '~ /-------- ..," ~3-71-78~ The First and Final Account of GRACE ANN BREESE and LOIS JEAN BERCOSKY, Executrices of the Last Will and Testament of CHARLES F.BREESE,Deceased, late of West Bethlehem Township,Washington County,Pennsylvania. The Accountants are charged as follows: PRINCIPAL PERSONALTY ,/. To Amount of Inventory &Appraisement INCOME PERSONALTY NONE PRINCIPAL REALTY , To Amount of Inventory &Appraisement INCOME REALTY NON E $5,225.13 NONE TOTAL CHARGES --------------------------$5,225.13 The Accountants claim credit as follows: PRINCIPAL PERSONALTY Administrative Expenses,Preferred Debts,and Other Debts &Taxes,as set forth in SCHEDULE "A"$4,063.86 TOTAL CREDITS ---------------------------$4,063.86 BALANCE FOR DISTRIBUTION ---------------------------------------------$1,161.27 '. S C H E D U L E "A" ADMINISTRATIVE EXPENSES: Letters &2 Short Certificates $14.00 Advertising Letters 14.00 Advertising Letters 14.00 1 Short Certificate 1.00 Notary 4.00 Filing Inventory 3.00 Xerox Cppies_1.10 James R.Donaldson 7-30-71 Russell Marino,Register 8-4-71 Wash.County Reports 8-4~71 Observer Publishing Co. 8-6-71 Russell Marino,Register 9-16-71 Edith L.Dague 9-21-71 Russell Marino,Register Grace Ann Breese Lois Jean Bercosky James R.Donaldson Russell Marino,Regis~er PREFERRED DEBTS: 9-16-71 C.Graham Cowieson Grace Ann Breese OTHER DEBTS ~TAXES: Russell Marino,Agent Costs Advanced: ., Executrix's Commission Executrix's Commission Attorney's 'Fee Filing -Account " Funeral Family Exemption On account Inheritance Tax ., $51.10 130.63 130.63 260.00 16.00 1,909.00 1,500.00 66.50 TOT A L -------------------------$4,063.86 Sworn to and f Observer -Reporter WASHINGTON,PENNSYLVANIA' PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,55:. Personally appear,ed before me,a Notary Public in and for said County and State,R.i.c.b.ar.Q s..~C..QWarL ,who beiI1Jg duly s,worn according to law,deposes and says that he is the ..Vi.c..e.:o:-.Pr.es.id.en.t of the Obse,rver Publishing Company,a f'lennsylvania corporation,and its agent in this behalf;that the said Com.pany is,the owner and publisher of the Observer-Reporter,succ'essor to The "Washington Obs,erver,established Sept-embe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily news,pape,r of generalcir'culation,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 published cO'I1Jtinuous'1y for more than six months prior to the publication of the notice hereto attached;that the pr.inted notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal adve,rtis,emen't,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following d,ate or dates;...._... . ....__. --..--.--..--_--!!.~-g:~.~.~.---~.!..!.~.._.~~.~..--.?~.!~.??~__----_..-------- that neither tb!e affiant nor the Observer PUblishing Company is interested in the subject matter of said notice or advertising and that all of the aUe,ga- tions'of this affidavit as to the time,Pla~characte'rof~ication are true.----w..,.L~.~~Y.'v subs~A'7ore me this__~~",o~g~~.~~/.rp~~~:;:::,:~:~~. WASHINGTON.WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 I EXECUTRICES NOTICEESTATEOFCHARLESF.BREESEdeceased,late of We,t BethlehemTownship,Washington County, Penna.Letters Testamentary upon theaboveestatehavingbeengranted to the undersigned,notice is herebygiventothoseindebtedtheretotoImakeimmediatepayment.and tothosehavingclaimsordemandsto' present them for settlement.IGRACEANNBREESEBox36.Marianna,Pa.1:1345 LOIS JEAN BERCOSKY ~Box 46.Marianna,Pa.153'45Executrices JA!crES R.DONALDSON Attorney614Washington Trust Bldg. Washington,Penna.15301-71184-Fri-3'1".---....-~~_.~- ---. W~1nmgt«»IDl CaDlIIlIlIliy IRle/Plom 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.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}88. 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 officiaJI legal periodical for said Washing,ton County,published weekly having 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 Sl,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: August 12 19,26,1971..........................................P.. Estate Notices The Register of WiJIs 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. • •• •• • • ••• • • ••• •• ,..------------ BREESE.CHARLES F.,Dec'd. Late or West Bethlehem Township, Washington County,Penna. Executrices:Grace Ann Breese,BoX 36,Marianna,Pa.1.5345Lois·.Jean Bercosky,BoX 46,Mari- anna,Pa.15345 . ..Attorney:..James R.Donaldson,614WashingtonTrustBldg.,Washington. Penna.15301I~_........_-__.__---.-'--~----- that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~:g~~M~affidawt "ro~~::(Q:_~ ~----~/Sworn to and subscribed before e thi~~ ..?.§.!~day of ~~.~~.!.,19 7..~.J~__oL~ JOSEPHINE T.SCIAMANNA Notary Pub!ic,Washington,Washington Co. My Commission Expires July 1,1974 " IN THE COURT ·OF COMMON PLEAS OF WASHINGTON COUNTY~PENNSYLVANIA ORPHANS I COURT DIVISION NO.785 of 1971 ESTATE OF CHARLES F.BREESE~ Deceased. ELECTION TO TAKE UNDER WILL JAMES R.DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA /.h,3".--...£"9I .,:t'- ~~,, "__'.lI~ '. -.J .., -~.) r"V =::!: :;L-"....;:: :~r:-'J ,~,=, .= ::-~-')~'>('"::cenr.J c: :::-~-('f :::(/)(!~""'__-I ~ f..)"'l'~__ --Io _z ~.' 1"1 - :::Jo:,~'! t ::.;=-0 -•., :t>~t)(:> I ..1'1~ ~~l~' l ,. " /~ <---- :f t...~~»J:~~z=fit"z>(I)'~Gl :::t,'0 6 0 :uzz:u '. z j"O ~~0 /TI c:0.Z til ~z-l ZU}lDi:»-<=~r~6 0>-(J) Z ~0:;z IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION ESTATE OF CHARLES F.BREESE, Deceased. )··(··) NO.785 of 1971 TO WHOM IT MAY CONCERN: ELECTION TO TAU UNDER WILL I,GRACE ANN BREESE,widow of the above decedent,who died on the 16th day of July,1971,having first made,published and declared his Last Will and Testament,dated April 1,1960,duly probated in the office of the Register of Wills of Washington County,Pennsylvania on the 29th day of July,1971,in Will Book 112,page 301,hereby elect to take under the terms of said Will,and I certify that decedent died possessed of personal property only. IN WITNESS WHEREOF,I have hereunto set my hand and seal this day of May,1972. _........&........."'-':~~_.-a.........VVl/:.--J..;---"'f3~·;.,:,U=~--=~__(SEAL) (Grace Ann Breese) ,, .. .... I·f:..,. '0.. ,. COMMONWEALTH OF PENNSYLVANIA ) :SS: COUNTY OF WASHINGTON ( On this ,-Ji.IS ~day of May,1972,before me,the subscriber,a Notary Public in and for the Commonwealth of Pennsylvania,personally,"appeared GRACE ANN BREESE,and acknowledged the foregoing election to be her act and deed and desired that the same might be recorded as such. WITNESS my hand and notarial seal the day and year last above written. • 0 ,. ;11 <l!nurt nf QInmmnu 'Ir'1n nf lI'1nijiugtnu <l!nuuty @rpij'1un'QJuurt ilinininu In th~ma~ter of the Audit of Account in J ::'," .>;i CHARLES F.BREESE .Estate of...;;-=---~,__--{ .:~~j • ji TO TlIE AUDITING JUDGE: No._-,7--,=S=5_o=...:,£=--=1=9..:...7=..1__--"----'--_ Enter-,--;_..i.-_ml!!,Jy ,appearance for A""",c~c~o~u~n~t~a~n~t~s~-;--=---_ __........~,19~_ N.B.-Counsel shall,by separwte pape,r,p sent 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. Council suggesting proper distribution shall file a separate conc1se state- ment in that regard. h I I r-t\ •~f I j-I;I ...._'.J; '}2MAV !9 Pr1 2 55 RUSSELL "'!\nlNO REGIS'j EF\Of-WILLS WASHINGTON CO.,PA. No.785 of 1971 In re Audit of Account in EstaJte of CHARLES F.BREESE AUDIT 'rttttipt fnr'i\pptttrttUtt FOR Accountants JAMES R.DONALDSON Attorney ~2 / ,--PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY T"tat.Form J Estate of C.~s....:F.,BIU;t;S.t;. Deceased No ..7.~~9.~.J,~Zl . Fiduciary.GRACE..ANN..BllEESE..a.nd.. ................~l~...-1.~..•~~QS.KX~..t;~~~~~;t:~~~~. ~~~~~~ Decedent's death .;J:'!:~y...~~,..J??~""""'"Grant of Letters JDly..29.,..19.71 ,"""" This is the ~.~.~.~.~~.t:I:~:f..~.~~~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . Election to take Under or ~will.(cross out one) Date Election Place of; Filed Record ".,. Name of surviving spouse Gr.ac..e ..Ann..Breefie .-:~:. List issue,where material: Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) m No.If answer yes,name them . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris LOIS JEAN BERCaSKY FLOYD CHARLES BERCOSKY GRACE ANN BREESE Daughter Brandson Wife Legacy &Residuary Legatee Legacy Residuary Legatee List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: Bequest of watches :lifilIl{and guns ,to .grandson,Floyd Charles Bercosky -items had been given to grandson during his lifetime and were not a part of deceased'sestate. If partial intestacy,give facts: Not Applicable 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.~ If any exception give cause:. Fi Ie copy of Notice and date of mailing ~y...~.a ••19..72 . Is estate subject to the filing of a Federal Estate Tax Return?~~:. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.6.6..5.0 . If the Will makes any portion 0f estate subject to a life-estate,give name'and birth date of life tenant . 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. y ,N (1)N E Give reference to such ports 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: NON E $1~161A21 . Total additional debits (Add) Itemize any additional credits Postage &Copies Notary Filing Election not shown by account: $1.02 3.00 2.50 $~..~:. Total additional credits (Subt~act) !: Balance for distribution $....~.!.~.?.......................6.52 $laJ.~.~!.?J . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Family Exemption of $1500.00 claimed in Account by widow,Grace Ann Breese. List any advancement or distribution on account that has been made,and nature and amount of same: $1,000.00 legacy at SECOND of the Will was paid to Lois Jean Bercosky on March 23,1972, and Receipt for the same is filed with the papers. 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: GRACE ANN BREESE LOIS JEAN BERCOSKY COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _~worn.doth depose and say that the facts set forth in the foregoing petition are true to the best of J:~.~.~l".._ _knowledge and belief. ............................................_...to and subscribed before~e Ih;s--l-(~·_daY~----;---~:l..JF(----i7~-1j!:J S,gnalure of Off,cer-----¥--A------..-fi\--------- Title of Officer ::. ..EDITH L.DAGUE,Nutary PublicOfficeexpIres·t}i.8blii!itoil;.Wlfalllrrgton·"County,·P •••••• fly Commission ExpIres Mar.26,1978 1/2 1/2 And your petitioner will ever pray,etc. A~~/1z.eR62.£< .¥~}t~.J~. •'!'. . ! No.785 of 1971 Estate of....c.l.JARL!.S...E....BREESE......•............. Deceased Fiduciary..__aMC.Ii:..ANN..BMli,;SE..~J)~••__._-_.__••• _...o_._.M?!~..J~__~~.~C;_9J?J~X,...~.~~~.~;~!~~~_. 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:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.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. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. .JAMES R.DONALDSON-- --_..-_--__-_. Attorney ~2 i 1 L.i"\1 l~"..~--.<r tJ J ~7l tHW 19 pn 2 S5 RUSSE Lt :l~t~';-(,i-i 0 f\EGISTEH OF V!llLS VJASH\N(;T01~CO .•P/l.. . .....'!4! ,-,,''"....'.;) :'..........;J.- ~..::.._.-;. ~.)..',.:e.~/.C"('f'" '*,f'Mf~.",~"J,I' '. ," ... /..~ .) J' -;>.... D Deliver ONLY to addressee PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. D Show to whom,date and address where delivered ~O.l·'..,.. .,fJc...a '!C'j~'T"\iMA.Hr,V.o Al~_,a..VJ'tntl""".l9!.>·"\'(O~REGISTERED NO. CERTIFIED ND. t 767295 INsuRED NO. RECEIPT Received the numbered article described below. SIGNATURE OR NAME OF ADDRESSEE (Must always be filled in) IME.NI .Of REVE~L_ SIGNATURE OF ADDRESSEE'S AGENT,IF AN'f V .r'/~,/ -" '1 SffOW WHERE DELIVERED (only if reqlluted)._-<® ""'-1 \: ." .' ©lu ""!'""... I...... -:-.f.' I I :-l ~, .]--'"I ~~.., ."-' r....- U"\ ..... (See other side) 'b GPo:18700-387,4"8 It·"I.\-;. ..' OPTIONAL SERVICES FOR ADDITIONAL FEES RETU~N ~1.Shollls.to Whom and date delivered RECEIPT.WIth delivery to addressee only::::....:::: SERVICES 2.Showno Whom,date and Where delivered .. With deltvery to addressee only ¢DELIVER TO ADDRESSEE ONLY . P.O.,STATE AND liP CODE Harrisburg,Pennsylvania Apr ;~~1 3800 NO INSURANCE COVERAGE PROVIDED-•NOT FOR INTERNATIONAL MAIL "'l \RECEIPT FOR CERTIFIED MAIL-30¢(plus postage). \.SENT TO Commonwealth of Pennsylvania Pg~TD~~~K epaJiltmentOf Revenue' Bureau of County Collections ~....\,.. ..JAMES R.DONALDSON ATTORNEY A'T l!AW·· WASHINGTON,PENNSYLVAN1A 163di'o:".,:i -,' OF'"FICE MELLONNAT'L BANK AND TRUST BLDG. BURGETTSTOWN,PENNSYLVANIA WED.AND fRLAfTERNOONS _",'1 .j 'P'.• •",-I --.-tJ~t May 2,1972 t "',"4.;,,. WASHINGTON TRUST BUILDING f'·' II I \ \ .,,, ." ------------..... ..,.../ ------- -.. ·or\- .- ", ,. f '"~', JRDJlID Enes. in the Commonwe41tb of Pennsylvania l)epartment of Revenue aureau of County Colleetiona Horrisburij,Pennsylvania. IUnnl Estate of Charleo r.Breene No.785 of 1971 ,.. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF CHARLES F.BREESE. Deceased. ) :NO.785 OF 1971 ( :washington.Penna••May 2.1972 ) NOT ICE NOTICE is hereby given that the Accountants.whose names appear below.have filed their First and Final Account.a copy of which is enclosed.to the above number. and that said Account will be audited by the Orphans'Court Divisic)D of the Court of COIElDon Pleas of Washington County.Pennsylvania on WEDNESDAY.MAY 17th.1972.at IO:OO o'clock A.M.E.D.S.T. You may appear if you $0 desire,but it will not be necessary for you to do so. unless you want to take exception to the above Account.or to any claim which has been presented.or to present a claim of your own. GRACE ANN BREESE LOIS JEAN BERCOSKY Executrices JAMES R.DONALDSON 614 Washington Trust Bldg. Washington.Pennsylvania Attorney .,......I " J ~n t4t Qruurt uf Qrummnn 'ltns nf mns4iugtnn Qruumy, 'tnnsylttnttin,®rp4nns'aruurt iinisinn ESTATE OF No.__..J.l6~3...!!!..7l--1JI..!!"!..+7J..L8S;1.-_ Chsp19s F.Bpeose In the matter ofthe,_---'FL.i.....rLJs!i!..t.lt..-l:3.Ian~dlolo._.FL.i.....nI.l.l8I1Ll"_· deceased.Account of Grace Ann Breese &Lois Jean Bercosky,Executors ~~+-,Q~Vr~. DISTRIBUTIONSCHEDULEOF ADJUDICATION AND DECREE And now May /2 ,19:+2-,this matter came on for hearing, audit and distrib.ution atthis session and testimony fa ken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $J,,5',.75 and the a'ccount 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 made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account --,--_$1,161.27 Additional credit asked at audit Balance _$J,)5".75 Deduct Clerk's Costs &Receipts._ - Attorney---_.......Tga:umw:e....s~R.,.r__ID.Ao04n.ua;l..ll.(.d.l..:s:s_l,oJ,l;n~------- Russell Marino,Agent,transfer inherltance tax,$2.4 Interest from 4-16-72 to 5-30-72 .0 Lois Jean Bercosky,daughter,legacy,credit to be taken b1 the accountants for funds in the amount of $1000.00 advanced prior to distributio by the Court,1000.00 ~race Ann Breese,widow,1/2 residue, Lois Jean Bercosky,daughter,1/2 residue, 69.38 69.38 No balanc.e, " f .'.. .... .0 :J1:l.n » l...,'} -k :J Z ,'~n CJ if)..q; jA1 n 9 _J 0"'~ /b~--Q.\..~0'c::T, '"'-.J ""'--J CD ..YO+.....,:J .....p~~.-0 '~CD ....3 -..-....~ "CL..(.:, 0 0 0 " ".,..I ...,.,.-k '''-....~ \0 ;;c +-\ ~ c a CD en ., .1:.:l- t.-••!;'.1 trJ ~."!.. ....0 e -k =>-U)r-Zt/):: ~ <;:;:r:('J :T "rr-:J: CD "'-::J 0 "J) ,"~I ~tJ.J <t ~ r--c:::::--.~....--",. S+Q. +-\~ -, +Q. +Q. ... ,r . I .,,\ .... \. t ,< r r r ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION J ESTATE OF CHARLES F.BREES~, Deceased. ) (.. ) R E C E I P T KNOW A~L'MEN BY THESE PRESENTS,that I,LOIS JEAN BERCOSKY,do hereby acknowledge to have received from GRACE ANN BREESE and LOIS JEAN BERCOSKY, Executrices of the Estate of CHARLES F.BREESE,Deceased,the sum of ----------- -------------------ONE THOUSAND &NO/lOO ($1,000.00)--------------------------- DOLLARS,being the legacy given to me at item SECOND of the Will of Charles F. Breese,Deceased,and I do hereby authorize and empower the Register of Wills in and for said County to enter and file this Receipt. IN WITNESS WHEREOF,I have hereunto set my hand and seal at Washington, Pennsylvania,this 23rd day of March,1972. WITNESS: ~l..>~»(/)0 .".:too ~z=111G)z)o(J) -t ~::I.00°;;0ZZ:II •. zll"~~0 '~C)oOZ.~-I Z -<(/)f!!!>»',=~rrr0~Q (J)z~0);z <----- ., f, :( ~ ../ IN THE COURT OF COMMON PLEAS OF WASHINGTON COlffln',PENNSYLVANIA ORPHANS I COURT DIVISION NO.63-71-785 ESTATE OF CHARLES F.BREESE, Deceased. PAY TRANSCRIPT '"••"'J-.I"'J ~'''",'-"::-,.........:Xl ~-....).'.r'"i71 c:t::=..:G~(..l ...C'._'"t:: " -...'-en :.,--~~--I rq .-.-i ~. ~)rn ,-' I .......~';i';~.--1 ..C)C''.-~--'J..-~n ....-~_. Cl ~:;'t- ~'''!'"- :"Jo,:::......_.. ..:;;c.U 1-0 Vi:r>(f)(:n JAMES R.DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA .. .......;,...-- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF CHARLES F.BREESE, ) (NO.63-71-785 Deceased.) PAY TRANSCRIPT The undersigned hereby acknowledge to have received from the above Estate the amounts awarded to each by the Adjudication and Decree of the Orphans' Court at the above number,said amounts appearing opposite the signatures of the undersigned. Russell Marino,Clerk o.C.,Costs $13.50 Russell Marino,Agent,transfer inheritance tax,with interest from 4-16-72 to 5-30-72 Lois Jean Bercosky,daughter, legacy,credit to be taken by the Accountants for funds in the amount of $1,000.00 advanced prior to distribution by the Court 1,000.00 ;r:.....~Jc£.-t&...-./~&::s;.ALf:r Grace Ann Breese,widow,1/2 residue 69.38 A4lJCt c W tk24<Bz£.f4f!.. ZEU Lois Jean Bercosky,daughter, 1/2 residue .IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DNISION R.J~. INRE: .Estate of ;72 JU::!1"1 '1"[;IS ( ) ,.~l ( ,,::Gi:''."i_,;:;:,LlS )No.785 of 1971 Deceased. ) ( :!iz«>..>-UI Z ZIII0- i BEFORE:o . l-ll)z i:UI .«~ HEARING ON AUDIT The Honorable P.VINCENT MARINO,Judge of the said Court. deceased.The Executric:esra:re Grace Ann Breese and Lois Jean Berosky and the attorney is James h.Donalds on.Mr.'Donaldson? Mh.DONALDSON:May it pleas e the Court.I have all the necessary Number 785 of 1971.the estate of Charles F.Brees Wednesday,May 17,1972,at 10:00 A.M.,EDST J~MES R.DONALDSON,Esq.,of Washington,Pa.~ representing the Accout:ttants. ~APPEARANCES: I-UI Q..«Q Q:J., ~TIME: "(II ai it111l-ll:o~THE COU.hT: ll: l-ll::JotJ ~oiLILo papers in this estate.I'd like to cMl the Court's attention to the .1 li fact that the bequest of watches and guns to the grandson,Floyd Charles Bercosky,these items have been given to the grandson prior to the decedent's death.There is also filed with the papers, a receipt for $1.000 legacy signed by Lois Jean Bercosky.There 2 are certain additional credits,includi~g a ~redit f~r filing oj the widow's election to take under the Will.Again,a copy of the Accoun and notice of audit was sent to the Department of hevenue and an ,., Affidavit of Debts and Deductions has been filed. THE COUhT:Are there any known outstanding claims,Mr.Donal son? Mh.DONALDSON:No outstanding claims that we know of. ( A UDIT CLOSED) (NO hESPONSE) The audit of this account is ordered closed by the I hereby certtfy that.the proceedings and evidence are ::!:~THE COD.t\T:Is there anyone els e in Court interested in this .I>-UI~decedent's estate? III0.. iol-I' Z ~THE COUhT: 0( ~ .=Court.uitI-UI C .I0( U C :J., J:~N , '" JI(~ ~contalned fully and accurately tn the notes taken by me on the hearing l-ll:~of the above cause,and that this copy Is a correct transcrtpt of the same ll: l-ll: :JoU .I0( Uii:ILo The toregotnv'record of the proceedings upon the hearlnq of the above cause ts hereby approved and directed to be filed. • Form No.RCC-62 (6-70)'THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961. EF'Fi.!::IVE .JANUARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WItL ATTACHED)&.3 -7/-7 g r;-J OFFICE OF THE REGISTER OF WILLS GMeS ANN BREESE c'~unty of .."1.4.$.JI.J...Ii.q .'J:.9.J':Box'36~Harl,annth Pa.15345 ~l~.~.•J\c.q~~' 'of ;~.~~t:l.$~~•.'IS ~~~4S . (Name).(Addreoa) .sowt'l\..,they are IlI--··'..'..beIng duly ",accordlng to law,deposes and sa}s that mt~the ~eCUtQXEL _ (Exec.,Adm.,Legatee,Etc,) of the estate of ~~~_~__'__!__~~~_~~whose last residence was aO}L36 ~._..-.- ;(No.)(Street) ~~:l~~-.,---------deceased,and that the whole of the estate of said decedent,who died ~~!Y-__J:~1_J9_11_ (CitY,Borough or Township), ., '(Date) consisted of:"",'. REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NO HE Personal Property 5 ..825.00 U.s••Series "Eft.Savings Bonds @$26.16 each 133.80 19 •8100.00 u.s••Series 'tB".Savings Bon48 @ $107.04 each 2.033.16 Checking Account in the Marianna Office of rirs~National Bank $14 Trust Co.3.057.57 d);;r::-(.!i-~.,)..6;-I...], , NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death,Such letters must be 8igned by a responsible officer of the financial institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered,' -~----~~---.-~~'-.----~-~-~~~-~~~~-------------...--.....,.-----_......---.....------.Jointly Held Property Estimated 'Value _________________---:lfO N---.L ----i _ Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Marianna Office of 'irst and -'ft!ust eo any t onat Bank c.Fe Bt:eese BENEFICIARIES BENEFICIARIES AND ADDRESSES . RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full mimes of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interes~,.vested,cont!ngent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE.forth this fact.)DECEDENT WIS .mAN BElCOSlY Daughter Yes Legatee. Bo~46.Har1anna.P4.15345_.---_.......:.-Grandson Yes 1.egatfi Beale All'Foree B_se,Callf. GRACE ANN BRBES£Wife Yes Legatee -BOX36~:M4tlllDl'la.·Pil.'15345 , .. .----.-_'-'--~_'_-~~~~-~-~~~~-----~-----------"'!Z!'W_~'9jW ~1 ,(, .~ RESIDENr DECF;DENT..DEBTS AND.DEDUCTIONS CLAIMED NOTE'"List first five items in the spaces so provided observe notations thereon and instructions-..,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ','.KEGISTER ONLY Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below ,. J I ,. • ~ , Total Note:'The estate agrees to advise the Register of Wills if the amount actually paidin settlement of any fee,commission oi'debt is greater or less than,the.estimated amount claimed and allowed.' Subscribed and sworn.to before me this ~~~~.."..:. .................~'.:day of ..~~P~~~.~,19 ..~~ .............~..~.~-.i ..tJJ~. •.' .:i,.(\ .~.'.';-'CL Box 36.....annlih '..4./..'5 . ...~.~ ··~~·~.t··~.··~~~~.;····t··""'.'.'...~ecuo~a Having been duly swZAr according to law,I do het!'e.~ertifYatte above appraisement is made in confol'mity with law on this.~~...................................dayof :~:,19-7t;?.I.....~~·21..'/~~.Appraiser In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral hei of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. ,~REPORT OF HE EGI ER OF I,the undersigned duly elected'Register of Wills in and for ..:-:...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo e t,except as to those items where a greater or lesser amount is set fortq in the last column to the right in said schedule above,which greater lesser amount represents the sum allowed as a deduction. Dated:...-'.~"..Register of Wills .. " -, J , I,I Form No.RCC-62 (6-70) ~lNo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .........G~U:~..F:0••~~~Sf:. Deceased Late of .W~st.B~.t.b.l.~h~1Jl.TPWAS.llip.~..... County of ....~~.s.~i.~&~,?~............... Commonwealth of Pennsylvania REPORr~~~D APP~ISA~~ V)!::!~::::--.r-..-.........'---"-i--_t'I"~t'__,.:;;en r,,"!'J~-6_.__;~_. r~';~i .~.l.-:-.'/ / /..r ~ I :::c c:.. -qt-) .Q S:-J-~-'i:J .:-.;::':~(,')C> -"'.1~.....~7 .~ --" Lv 0) RCC-Bl (6-711 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT (Executor or AclLiii::iJAlIter) In Re:Estate of CHAH.LES:F'.BIUt£SE IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J _-"~'i=r..s=l,-,,,W=lK~;,....T~ON~·County -File No.63-71-785 Dear Madwnl You are hereby notified that the orig""':h.ue-"'1.l--_ appraisement in the estate of Charles F.Breese has been filed in the office of the Register of Wills of _ County on October 22$,19---71,Said appraisement reflects the following .valuations: Rea I Estate__~n.",on...·~o'--_ PersonaI Property_--"S~2=2....5'-".....t....3 _ Transfers _ Jointly Owned _ Total ~5~22=..!5~·.~J3~_ 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 Oetob6l'22,1m DATE OF DEATH:J~16.1m Note:This is not a bill. ./RCC-3~(5-68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of BREESE,CHARLES F. (Last Name)(First Name) :it.I SUMMARY DATE OF DEATH 7/'16/71. (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.6J;-7i.-785 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of~_WAS.:..:......:::....::..: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:October 22,1971 ~~~~p0/~HERITANCE TAX APPRAt REPORT OF THE REGISTER OF WILLS WASHINGTONI,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) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) VALUE AS.REPORTED VALUE A~APP.RAISED $$---,.,..,............--1..........,-- VALUE AS REAPPRAISED $-------+-~ CLEAR VALUE OF ESTATE Valuation of life estates or 5,225 13 5 225.13; FOR USE OF REGISTER ONLY Tax on $----~---___4--2% Tax on $(biJ\' Tax on $"'-sfo Tax on $--------___4--10% TUM$1~ Exemptions * Total Estate -I----'-_ TOTAL TAX COMPUTATION OF TAX $--~----+-- $-------+-- $-------+-- $-------+-- $--------+--- $------_1....-- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less ~5'70 of tax if paid within 3 months after death :::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $__~______...J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $~~~~~---Il- BALANCE DUE $----JL- Add interest at rate of 6%from t= ------lto-----$---~-----...J TOTAL TAX BALANCE $------, PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF CRARLES F.BREESE Deceased Late of .MARIANNA County of ..WASHINGrON. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,., ". COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ... Fonn RCC-2 DEPARTMENT OF REVENUE> -..BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 •,.. DATE ~~~2~.~~~t.~rr.~. WASHmlI\"ll'\NCOUNTY'..4""..............· · · · · · ··1 FILE NO ~'~7l~7.~:. Whereas..~~~~..f.!~~.~~.~late of ~~. in the County of J~~~Commonwealth of Pennsylvania.having died on the 16th day of J~19 71.seized and possessed"of ~n estate...................................................................................................................................................................... subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; .~deJine F~'. Therefore,I,an appraiser duly appointed according to law,.{.................................................................,...................................................................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:, In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at t?e lawful collateral rate on any such future interest. .', Unit Appraisement 'I Description of Asset Values Made for Inheritance Tax PurpOles ~..E$TtlrE $ NONE . 0 I SEE OOFt OF APPRAISEL ,.,..13 ., - , .~< ... , -.~ .;.: ... .. - ~avi~g been duly ~worn acgg to law.I do hereby ff~hat the ab~ve appr;se.ment is made in~- formIty wIth law on thIS ;day of ··elh,7"j ;~~,19 . ................~.~;:..:.l.~:.~~./'...'.,~~..:.-~.~. Appraiser ...........................................,,. (Ifumber and Street) ..· · ·..··,·:· ·..ip~~i·..ofti;i ·..................................Penna. 'H'H .....WAS.I:lD02:0N.....County .... /1 ~ :) (, /' (/ .""'" RESIDENT INHERIT~CE TAX APPRAISEMENT l., Estate of CHARlES F,.BREESE Deceased., Late of I ~~. Date of Death,,JB.a..16•..J.9?1 . Appraisemeilt Docket Vol.,HH ~¥:.... Page,/.:?.~~=/..No.4~·'l.~1$.S.:.. Filed in Register's Office,. Am.ount of tax due,$.. { ( DEPARTMENT OF REVENUE '.Received, Examined and Approved,. Wrote ilbo,ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,.. r I I '..... ,I, '. • DATE APPROVED ..,.. ~ '"'SUM o:,"ucno",.A".~~~"(z,{~ ~---/OJ-7V. , 1 ,. 10 s-7/-7oS-- STATEMENT OF DEBTS AND DEDUCTIONS OFFICE.pF '!'.ME lR"C'\ISTJ~R'OF WILLS OF WAS ~A N G T 0 ~OUNTY AND AG~·OF THE COMMONWEALTHt-, Form RC C·10 ESTATE OF _.::;C=.::HAR==LE=S-=-F..:..--=:;B.;;.;RE=E.;;;.S.;;.;E LATE OF West Bethlehem Township DATE OF FILING APPRA1SEMENT DATIl OF DEATH July 16.1971 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIII 1 9 7 1-- Letters &2 Short Ju1v 30 Russell Marino.Register Certificates 14 00 AUQ 4 Washington County Reports Advertising Letters 14 00 Aug.4 Observer Publishing Co.Advertising Letters 14 00 Aug.6 Russell Marino,Register 1 Short Certificate 1 00 Senta 16 Edith L.Dague Notary 4 00 !=:pnr '1 Russell Marino ReQister FilinQ Inventorv 3 00 Xerox Copies 1 10 Grace Ann Breese Executrix's Commission 130 63 Lois Jean Bercosky Executrix's Commission 130 63 James R.Donaldson Attornev's Fee ,260 00 I Russell Marino.Register Filing Account 16 00 Sent..16 C Graham Cowieson Funeral 1 909 00 ,...Ann Breese IFami1v Exenmtion 1.500 00 ~..t..~~~~~_....1 A d;v'1 /3 saJf7.A.....A r~J.M ;t,'Od;..~.~"'evI-~t ,...... ~ - i \ ---=-:~ (.3~1TOTA L -----------3,997 COMMONWEALTH OF P.ENNSYLVANIA COUNTY OF WASHINGTON W~GRACE ANN BREESE and LOIS }so: JEAN BERCOSKY.HEREBY CERTIFY,THAT.TO THE BEGT OF MY I(NOWL!DGE AND BE,LIEF.,T!i!,-,FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMl'r'TED '(0 T.~~;EST"TE OF CHARLES Fa BREESE.DECU.SED.AS DEDUCTIONS;FOR INHERITANCE TAX·~URP08E8.'.<':/1"4 ()/:(l~ ""'?/,.A.-rz..~~~s (L.S.l SWORN AND SUBSCRIBED BEFORE ME THIS d ...;-DAY OF ::~~~:~~;:.=.:-:::~~:~:;;:;~;;;''''~J--".J~._18__72 -d£.......'-~-''T.(~rr-·:::-:~;-:s:.--:;J;:-:~:-:::r~;....~~~~er~c'''"o~~:T:'':y~...-<::::.-__-_(L.S.) EDI H\.DAGUE,Nutary Public Wash ngton,Washington county,PI. My Commission Explres Mar.26,1978 ~ I.~""',/IN/THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. " In the matter of :bhe Audit of Account filed in the Estate of Breese,Charles F. Deceased )Dale of deatb 2-/(-1/ \No,__~~;1.911 Term,19__,A.A. )Docket-3B-19!;",1 TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwearth of Pennsyhllal!tia,claiming tl'ansfer inherib8111ce tax in lfue above estate,as follows: DR. To appraised Vialue of Estate:Realty_________ .__...._......._..__.....$-----,_ Personalty .... . . .$0_'_-_~_~_~_-_.~/_3 _ Additional Assets per Account,Subjeot 'to Tax_.__. ..__.._$._ Additiona,l Assets per Audit,Subject to Trax ..__ . .$__0~_r-_=~:.:.....~_\.S__-_,_1_3 _ GROSS VALUE ...$_ CR. Debts and Expenses per Account;see Note Add~tional Debts and Expenses per Audit I ) $------- $------- $------- $------- $-------$---------. $ TOTAL DEDUCTIONS,$. CALCULATION $_7t_,t./_7 r Clear VaJue .__ !:J.....1.--Z,S'.1 ~,Gross VaJ1ue____________________________ Less Deductions ---7'':-~.c__1_____'7'___L,__'_~~}~,_ /Z 0 7,1.i~_~_ /2-0 7,..7 S-- Tax·! able at 2% ') 1:;\"_ 1 1_--X------- NOTE:The fonowing credits claimed in the Account are held not deductible ,a1s against the tax: $--- $-------- £2~~7iI:ON;";0::0 ~_:~'~;,.-----------------,-_7J~Cf?!_--J::.$-....3.~0 t Less a~unt previously pa1id __m __n .m m n_________ _$7 ()r c;..:f)fz~a....$·?tJ.0 0 Balance nm_nm m n m __•• n •n_h h_hnm $_~,_~t;7~ Interest__yrs.Lmos-l.tdays @----'£OIO ._n $r ~~ TOTAL TAX AND ~~RE~~DUE ....._----------.-------.---.---------.--------$--k!tf- ~f,.-"')_ ..1>I)7 :J 7 ./ ... ..) J' ",f f No.,Term,19__•A.A. ESTATE OF Deceased PRAECIPE FOR APPEARANCE FO R COMMONWEALTH OF PENNSYLVANIA ~5 '- RCC-4 (8-68) No·8 ....C..:'.i'::"....,.._..._.••,:..,:,~'":;;;J1 COMMONWEALTH OF PENNSYLVANIA .. DEPARTMENT OF REVENUE1164gOFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND E~TATE TAX. RECEIVED XSIXTY XI SIX and 50/100----------------------------dollars GRACE ANN BREESE &'LOIS JENA BERCOSKY representing Pennsylvania Inheritance or From:ATTY.JIMES R.DONALDSON Estate Tax due from the following estate: Address_61_4_W_A_S_H_I_NG_T_0_N_T_R_U_S_T_B_UI_L_D_I_N_G--t 2%Tax on $--------$--------.I~I WASHINGTON,PENNSYLVANIA 6%Tax on $ON ACCOUNT $__7:....,:0"-".'-.:0'-=0 101 File No.63-71-785 ..Dote of Death_7_-_1_6_-_7_1_--l 15%Taxon $$[] $--------.,I'JI Date of Payment __S_e t_e_m_b_e_r_2_1-L.__19_7_1__--i Nome of Deced ent _----'Cc.::;HA=R..;.:L:;...E--'S::.......;F:....:....-cB=.;RE::.=E::::.;.:;..SE----'_---., %Tax on $$---------llJjJ Estate Tax,Act of May 7,1927 WASHINGTONCounty----------------------i Remarks: JMO ~.J TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rate of __%from _ to _ 70_00$,-------'---- $__--=3-=..--=..5-=..0 IIit, $--------·1111 SEA L TOTAL AMOUNT PAID $======6=6=_5=0====1~1 38-195-1 NOTE:To be delivered to taxpayer Recei ved by >-0._l4tlIoo!lIoIooOllo6...c..c.,,~+_'_~~.>o::1o..Lpo~____:,.._---I~ NOTE:In accepting the transfer inheritance tax an future estates,priar ta the death af the lfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth 011 not be precluded or prevented from hereafter assessing additional Inheritance tax at the death of life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. .1•... 1 4 0 0 1 4 0 0 1 4 0 0 1 0 0 400 3 0 0 1 1 0 1 3 0 6 3 1 3 063 2 6 0 0 0 1 6 0 0 190900 150000 1 3 5 0 6 5 2 401738~:; .00 'T .00 T .00 T 5)Z 25.13 5)Z 25.13 5 5J 2 25 .13 T !lI Filed 9-21-71 Inv.Dkt.82,p.3021\ffi~autt (@f 1fxrrutnr (@r 1\~mtut!ltratnr j;tatr Df 'rnn£lyluania,t £1£1: cnnunty nf lIa£lqingtnn \ Personally before me,the undersigned authority,a Notar¥Pub.U.c .in and for said County and State,appeared G.MCB l.tlitl..JJ.~.~,S.i.J\J.\Q LQl$.,n;;t.H..IU~Rgo§'lY.who,being duly sworn according to law,deposl':2t andsay6t th.at.t.hey aliI the executoD ~Rltof the estate of ..~;..~..:r~..:BRESSE,;deceased,'that the foregoing schedules.constitute a ., complete inventory and appraisement of the real and personal estate of CJJAlll.ES...P.BBEESE , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figu'res opposite e~ch item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to ,be:the:fitir value'of said items as of the date of the decedent's death,based upon.a just appraise'ment of each item made by the above named Executor s ~~~ ",:'S~~rn'and"subscribed before me :~~:~o~~~~~~~i ~:~~.-:- day of.s.ep.tembet:19..1.~..t>t'-r.\~~\O~,r."t.~&'..·..~..r'-Ei~~~'t~:·.~;r- /.~L.~~!.~~~.~.P.~g~.~~~~:~\~;.',:::;,'!:~~~~~.................Executor-stdma~c'tI""~~\..... , , (NOTARIAL SEAL),r.'l cO·ADDITIONAL INSTRUCTIONS •j"1.An ipventory 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,ineluding Copy of Will;1 Original and 3 Copies and 2'RCRI-33,Over $50,000,'in-' eluding Copy of Will and copy of Federal Estate Tax Return. ".t ,,.', ..".,.'.•REFERENCE'FOR ADDITIONAL,COpy •..Act of 1947 P.L.51,3,Sec.5.2,72 P.S:4844.2 " lfuututnry aUll .i\ppraistmtut of t~e goods and chattels,rights,.ant!credits which were of ~.HAlll&S I.fl ».BlIS.f.;of ~,Jate of Heat...Bethl~he.m...lmmablp... !,,.'I '.I • Washington County,Pa.,taken and made in conformity with the above affidavit.I DOLLARS CENTS PERSONAL PRortanI...._1)' ,., 19 •$l~O'O".OO u.$.,6erles'~'an.Savings Bonds@ $107.04 each , 5 •$25.00 U.S••Series ItBH •Savings Bonds@ $26.76 each Checking Account in the Har:1anna Office of Fir'at 'National Ba~and ''trust COri:!pany.1 >t .......-~."......!u', •t ......'~",~~_ 133 ao , 2,033 76.,...~.~. , 3,057 57 I, ,,,,,-;';.'