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HomeMy WebLinkAboutOC1971-0793 - ESTATE OF VERNER0'-.__••_~._.o~_~.__..-- j I,R~.~§.~).J M~;r.~.~g Register for the Probate of Wills and granting Letters of Adl11,inistration,in and for the County of Washington and Commonwealth of Pennsylvania: To J?~;l-.a';!?'T~2~~.!.~y'~.!.p:!!.~~E:~!??!~.~~.~E~~.~.:.~. Administra orsof all and singular,the goods and chattels,rights and credits YX!Jrum~'PW!fJ.lll~ifOOU;~which were 0f-C.lm.r.l~:t;.t~..Ji~!.Qr.~p:~.~...y.~r..ne r ........................................................................................late of the said County, deceased,with a copy of deceased's will annexed,GREETING: TVhereas,the said Q.~.r.19.t~.~~.!9..!.~.!!:?~y.~.~E:~.~. ,Her l'f'·d Her l W 'll d T .', .tn t ettme,mae _ast I an estament tn wnttng) which was duly proved on the ~:1!.~.'!day of-~~g-l?:~.~--.-.A,D,;t~.'7.1_.having,whilst f}.~f!.._. lived,and at the time olf:J:~;r.decease,divers goods and chattels,rights and credits,within the said County,by means 'lC'hereof the full disposition and power of gr,ulti1'lg letters of administration thereof,is manifestly known to belong to me,.Therefore desiring that the goods and chattels,rights and credits which were of the said deceased,~~lnay be 'luell and truly adrninistered,converted and disposed of according to the tenor and effect of the said deceased's will and according to law,I do hereby grant unto you the said __.Da..l.ton R.o.b.e.r.t Y.~;r.n~.;r.._..~P:g._.P-Q~~.~__.~.~.~.~_..~.p..!.~__ . Admdnistrators C.T.A• ....._____ __.__.._____.__.__.._,.(in whose fidelity in this behalf I very much confide,)full power by the tenor of these presents,to administer the goods,chattels,rights and creditsxtR.~ 1,~which were of the said deceased,within the said County,as also to ask,collect levy,re- cover and receive the credits whatsoever of the said deceased,which at the time of-Ji~.r_...death were owing, or did in any way beleng to..B~.r..and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to their rate and order of law; especially of well and truly administering the goods and chattels,rights and credits r~Uf.P8~X X!X,which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisem,ent thereof,and exhibiting the same into the Register's Office,at Washington,on or before the___ __day of-..................•............ next,ensuing,and also a true and just account,calculation,and reckoning of your administration,upon your solemn ~.~!!:to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said_. Dalton Robert Verner and Doris Fern Dapra ····························C·~·T·~·A::···············. administratr:rsof all and singular the goods and chattels,rights and credits,~~Q.[~ ~.were of the said deceased,with iT,copy of said deceased's Will annexed,within the limits afore- said;saving harmless and forever indemnifying me and all other officers against all persons by reason of your administration aforesaid,and saving all others their rights,&c. \~~~-~~.-- - -.._..----_--_. 3Ju UJtstimnug lI~rtnft I have hereunto set my hand and affixed the seal of said offiCi at ,9th.August ,Washtngton,the day of························_·········..···tn the year of our Lord one thousand nine httndred and §.~.!~.~.~.¥...9.~~. Register. .. LETTERS OF ADMINISTRATION D.B.N.C.T.A. ESTATE OF .9~.~.~9_~_~_~r*_<?~_~P.__~~_.__y~_~p~.r \na;1 I .l m~_=~·_---~-~--.-.-,~---{-.-~·.~.--'~~~6i=r-~~'~h~'~'---I~[ liant mill nub wrn tartttttl ,,--t~1 -".I ~~." ,"~ Ir I t I I I IIIIIIiI!i IIII Hashington)County of Penns;rlvania Any unpaid mort£~ees at the time of ~y decease ~~ll be collected I give and bequeath the sum of $10,000.00 to Doris Fern Dapra, The residue of my Estate,real,personal or of whatever nature I give and bequeath the sum of $10,000.00 to Dalton Robert presently held in the Union Naticnal Ban.'Lc of Pittsburgh,HclJonald Offi~e,McDonald,Pennsylvania.The said account lull remain in one,at 1'ihich time t1').e said saviIlbs acco1l.1'1t ",,:ill be distributed to nafled grandchildren,e2ch to share and share alike. trust Q~til the youngest naned grandchild reaches the age of twenty- Verner,my son.(This sum to include son's interest in row real estate) in the na~e of Charlotte Florence Verner and na~ed 6randchildren, I want liquidated and deposited into the savings account that is I I•my daughter.(This sun to include daughter's interest .i."1 my real estate)~ i ! I,CHARLOTTE FLOREl'WE Yli:llNER of No.106 Sixth Street,HcDonald, Fifth: Third: Fourth: Second: of and State of If.being of Bound mind and memor~')d()hereby:.lake,1 f!publish and declare this to be my Last Will and Testament)in manne~and form f.ollowing,hereby! I !Irevoking any will or wills heretofore made by me.I I First.1 direct that all my just debts and funeral expenses be fully paid and satisfied)as soon i Ias cOnveniently may be,after my decease.I 1j ! by John N.T.Wa~:er,Jr.and deposited into the savings account, the youngest of these grandchildren be twenty-one years of age. In the event that Dalton Robert Verner,my son,should predecease distribution of said ftmds 'not to be made until In the event that Doris FernD~pr~,rny daughter,Should predecease me,I give and bequeath thesl~of $10,000.00 to ThownsR.D~~ra,· share and share alike;distribution or'said fu."1ds not to be made Debb~T Lynn Do.pra .:md Cha.rles D.Dapra,rr~[;randchildren,each to me,'I hereby give and bequeath the sum of $10,000.00 to Linda M. and share ~like; nmi L"1 the name of Charlotte Florence Verner and naned grandchildren, yerner and Douglas R.Verner,my erandchildren,each to share and Pennsylvania. 1I into the Union !ra.tional Bay,.k of Pittsburgh,HcDonald Office,1.!cDonald,J i j I I,I ! 1, 1I I IIi! !Seventh: Sixth: ~-' ,! I ·1f t;81"f \tiP£., ,,. He.;. 'I 1 1 1 '\ III .I I II III! I \ill--= ..... 1 do hereby make,constitute and appoint John H.T.v{aU:er,Jr.of 202 ~ifth b, II street,HcDonald,1,1ashineton County,PelIDs;rlvania. iIto be my execut or of this my Last Win and Testament in the year of our Lord one thousand nine hundred and the Testat rix fifth I I Sb::t1-seven.!_I d i..~..1L~~'St.~PL01M ~I.·Charlotte F orence Verner ~~~I Charlotte Florence Verner ,. Jln mitness [[{beteof,1I. ;above named,have hereunto subscribed my name and affixed my seal,the i !day of I Charlotte Florence Verner ,as and for herof106SL~h Street,McDcnald,Pa.' request as witnesses Last Will and Testament her Signed,sealed,published and declared by the above namedI I 1in the presence of us,who have hereunto subscribed our names at IIthereunto,in the presence of said testat rix It ·!c6·I P.I i..:·:c; 0)!~... 1 i.:l ..: ~IIIIt;,)p. I IQ,)iiir-t '~<..~~..II-01~>~~.. :A §0 ~ I 00~~~........-".Ii~H 0tIl•..0 .. ~@3 l:q ,Q .!H J:::::;rz..::li.....p.!~··,!IIlil·~·I I::E-i ~·01·l ~~.....·~I·~~·~,Q,)·01.~'t!~,..:l, ~·"'-.I ci·~l::l 8 ··tl(.)·"l::l Q,)I ~·Q,)~·iii~~z£'t!.t))0~~l::l ~ r I i..~·.~-,--~ 1 1i:, ",:" '""",:./--".:. ""...'~ ".,~',~~';:.~...:~.:±"~.~~'t~~: ~?-7/-793 j Affi~auit (@f Executor ®r i\~mitti!ltratnr. ~ttttt of 'tuu.ayluttttitt { <ltouuty of IItt.a4iugtou }.a.a: Personally before me,the undersigned authority,a N.Qtary..Publifi.··..in and for said County and State,appeared .Dalton.ROher.t.:v.er-ner..2-.nd"A:O·Qrip-..f.~r.n ..~~;,ahornh~·ng.duly .ake dmlm~~fxl~.L.{sworn accordmg to law,deposes and says that fuey I iSxthe ~ROOX mo ·the es- tate of CharlQtte..F1Qr.eIlC.e..Ye.rner deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..Charl.Qite..F-1QIenc.e,Verner 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 nameq ~~K A.¢ministrator.s C.1T.1A.! //~i'MArJ~~.' d Shf~.~.~.~.~.iC.~S;b:~~.'bed.r.~:~~:.;'this }~. ay 0,·:U~·Nt;~r~·'·..i;J.~1 il'\j:JiK....···~Administrtor C.1T .1A.,j~~~".~..~~..................................~~~_.-/ ·.,..•.i!"$~~~ ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal r·epresentative. 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 Oopies 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 3Juututory ttull 1\pprtti.atmtutof the goods and chattels,rights and credits which were of ..~.~~.~~1fEK~?~~.~.?~.late of McD.onald .. Washington County,Pa.,taken and made in conformity with the above affidavit. Checking account -Union National Bank -McDonald Office Savings account -Pittsburgh National Bank -McDonald Office Household furnishings One Dodge Coupe Dart Swinger -1971 model (This automobile was sold for the above figure.) TOTAL DOLLARS 1,853 1,000 200 2.300 5~353 CENTS 75 00 00 00 75 -J •.._.~ I ,)., ) 37'7L le3-l l-l92 Inventory and Appraisement IN THE ESTATE OF ..GHAE.:kQTTE...FLQRE.N}::.E..VERNER Filed , '. 19 . ...J ~"0--c:-l".~~ .!i rr--."_,.J.. I .~:::;:J Cr.J r'rf ::to .:z:-0r---~Z;c7;_-.~__"(,r;~;!;:i'::'::;::::J •,.r .::::C.' C,>---"7 .a =.;:_' ~;::::::..; h ,......'":>-0)0 -c:,~:.:r <.....J ..........--.J""'vl--,.r---- ) ,, v., :::0 ~Y.z2~:<-,9;7_-5 ~~~~)'l!/ Y-'Q' STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: , The within named Accountant being duly sworn according to law,deRose and say that the above account as stated is true and correct as __.she.verily believe.S. Sworn and subscribed before me ithis 71h_. day of ·---·--.ri-v.~~-----.-.19.1~.mu~~--------- day of __ I do certify that I have given legal notice to all persons concerned of the filing of Ithe within account in the manner prescribed by Statute a}'ld Rule of Court,as evidence by proofs thereof filed to No.-----fa_s~7.;)_'":.3Jl__.... s my hand and official seal thiS__.r:2.g~__ IY"-:"IIV\A.!(JA-,..oI _.__197~ V-\-!'-~~--~. Mary Jane Smith,Notary Public- Washington,Washington County,Pa. My Commission Expires February 28,1973 Washington County,ss: .Register of Wi lis i'e'-~." :-:[.-..; I j --,=.,s :... OJ,-+-'rn'M OJ,~ .. -+-'... ~::I00 1 OJ..<:l-+-' 0-+-' ." Y'I;?/1:..",'".t., r"N r,.'-....~ 1 '~ ,~'1 P=:: fil 2;:.....00:~.~P=::!0 .~:Hi ..:~i s::;0'-::I 0:00~i 0 H<.> J filj <.>'"OJ 0 lV)Ui <11 c,1il CIlj H~Z1 +>fili Hi 00 D--P=::: (1),.~r:r.C:c001.~IN H'sIi1...:1i ....-I'(1),~Eo<~:CIl,:>i '"0 •<11 C'~~iEo<fill .~:+>, Ul ~i H'",a!~~!Ii1 E-l!'"0; (1),CIl,H E-i!.0,H'~C!0,0..,q"-.!:)~!0:CIl!P=:::CIl'...:11 +>:s::i o[P=:::00'Hi 0,c!~!.~,+>:H'....-I::r:i ~I CIl'(1), 0 Ui O!~iz "'!f·...t .... . :' ...---'"\. -.,.-":. -----~.---------'. ." riI .""r~· ,.~~~..;:-'---------------'v ,,~,7~.-- "?~/1~ If.,t. COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS I COURT DIVISION FIRST AND FINAL ACCOUNT OF DALTON ROBERT VERNER and DORIS FERN DAPRA,ADMINISTRATORS,C.T.A.,OF THE ESTATE OF CHARLOTTE FLORENCE VERNER,DECEASED No./PJ-7/-772 SUMMARY PRINCIPAL -PERSONALTY SCHEDULE A Receipts,Page 2 Disbursements.Pages 2 and 3 Balance -Principal-Personalty $J5,353.75 o3,450.61 $I1,903.14 INCOME ...PERSONALTY SCHEDULE B Receipts.Page 3 $60.49 ,I Disbursements,Page 3 None Balance -Income-Personalty BALANCE The Balance consists of Cash and Household items• ./' -1- $ 60.49 d1,963.63 I .. SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory and Appraisement as filed TOTAL SCHEDULE A PRINCIPAL -PERSONALTY DISBURSEMENTS $ $ 5,353.75 5,353.75 September 3 September 14 September 14 October 21 November 19 1 971 August 6 Administrative Expenses: Russell Marino,Register -Letters and Short Certificates Paxton-McIlvaine Agency -Administrators I Bond Russell Marino,Register -Balance on Letters Russell Marino,Register -Filing Inventory and Appraisement Washington County Reports -Advertising Letters McDonald Record Outlook -Advertising Letters Mary Jane Smith,Notary Public -Affidavits Peacock,Keller,Yohe &Day -AccountantsI Attorneys' Russell Marino,Register -Filing this Account Preferred Claims: Frank J.Nation Funeral Home -Funeral Expenses Harry G.Benz,M.,D.,-Medical Expenses John C.McGinnis,M.D.,-Medical Expenses Perry C.Smith,M.D.,-Medical Expenses Washington Hospital -Medical Expenses $12.50 10.00 6.50 3.00 14.00 8.50 7.50 700.00 17.00 1,938.00 20.00 30.00 27.80 66.25 197 1 September 10 Other Bills: J.C.Penney Company -Account -2- 5.30 .. ...... 1 9 7 1 September 10 West Penn Power Company'"Account $10.69 September 10 Bell Telephone Company of Pennsylvania -Account 54.51 September 10 West Penn Water Company -Account 14.63 September 10 Columbia Gas Company'"Account 8.93 September 13 Harry Derbyshire -Borough and School Taxes 426.81 September 11 Gary Phillips -Labor 3.50 October 2 Gary Phillips -Labor 4.00 October 13 Bell Telephone Company of Pennsylvania -Account 8.49 October 13 West Penn Power Company -Account 5.72 October 13 Columbia Gas Company -Account 4.41 November 5 McDonald News -Advertising 2.25 December 1 Bell Telephone Company of Pennsylvania -Account 8.01 December 1 West Penn Power Company -Account 6.11 December 1 West Penn Water Company -Account 14.15 December 1 Columbia Gas of Pennsylvania -Account 12.05 TOTAL $3,450.61 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest on Savings Account -Pittsburgh National Bank,McDonald Office TOTAL SCHEDULE B INCOME -PERSONALTY DISBURSEMENTS I None TOTAL -3- $ $ $ $ 60.49 60.49 None None ,r__-_" AD,IIXIS'rRATORS eTA NOTICE Estate of Charlotte Florence Verner, (IN'eaSNl,late of :l\fcDonald Borough, \Yashington County,Penna. Lptters of Adlninistration upon the ~above E'state having been granted to the ( undersigned,notice is hereby given to . those iude-hted therE'to to make imnleni- ate paYI1l·ent1 and to those haYing claims ror demands to present them for settle- nent. DALTO~ROBERT VERNER, 3SGO D'Alice Drive,I Orohard Lake,Michigan 48033 ])ORIS FERN DAPRA,~74:!14th Street,:I Oakmont,Pittsburgh,Pa.15130 ~.Peacock,Keller,Yohe &Day,Attorneys,lliS-70 East Beau Street,' Washington,Pa.1[;301 23-3t ./, \'• Affidavit of Publicatio'" Before me,a Notary Public,personally appeared Andrew T.Eiler who being duly sworn,deposes and says that he is the authorized agent of THE RECORD-OUTLOOK,a weekly newspaper of general circulation,published at Mc- Donald,County of Washington,Pennsylva- nia,and that the notice attached hereto was published in the regular issue of said paper of November 4,1971 November 11,1971 November 18,1971 and further that the affiant is not inter- ested in the subject matter of the said 'ad- vertisement;and that all of the allegations of this statement as to time,place,and character of publication are true. a~4~ Sworn and subscribed to before me this 18 day 'of November 19-2l. My Commissiori.expires,__-f-_ JOHN N.T.W4ER.JR..NOTARY P~BlIC acDONAlD BORa.WASHINQfON COUNTY MY COMMISSION EXPIRES FEB.2.1913 Member.PP,;1nsvlvaniaA~soc;atjon ofNota",) Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ..............Q.~J;.9..~.~.r.?.~.~.....l.9.z.L . ..............HQy..~m!?.~.r ~.~..l.J ~....J..9..zJ.... , Estate Notices The Register 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. •• •• ••• • • • • • ••••• VERNER.CHARLOT-TE FLORENCE -Dec·d..~ Late of McDonald Borough.Washing-ItonCounty.Penna.: Administrators C.T.A.:Dalton Robert ,I Verner.?860 D'Alice Drive.Orchard;Lake.Michigan 4~033 iDorisFernDapra742-14th Street 'Oakmont.Pittsburgh.Pa.15139 .,Attorneys:Peacock.Keller.Yohe &IDay.68-70 East Beau Street Wash-' _~~.Pa.1~301 •J ~'- ,- I that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the ~~:~milifu offida~t ~W:~_::&5._~~~ Sworn to and subscribed before ~~~ .........U.!.~..day of ~9.y..~~~...!::,19..,V :.. ~;.,..---.L.------N~;;;;;;-P;,~ ;' / "'" ~lt <1rnurt nf <1rnmmnu (@rp4uus' 'lrus nf llun4iugtnu <1rnurt minisinu <1tnuuty J In the matter of the Audit of Account in Estate of--=:::C:.=:H~A.::..:R=L~O::....:T~T=-==E~F:::...=L~O~R~E=N~C~E~__{ VERNER TO THE AUDITING JUDGE: No.63 -71-793 Enter O_u_r .appearance for__t_h_e_a_c_c_o_u_n_t_a_n_t _ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.63-7±-793 In re Audit of Account in EstaJte of CRARL®;TTE FLORENCl,lt VERNER (, 'rttrripr AUDIT fnr·1 ApprtttaUrr FOR •"""1l~:;:iJ '"l>fT1 ;::0 .-~ r r>.--..c::::O:Z:.~c:::5 1::c =;.(J):::or °n1 :::();~.~.'~0 ::1_'rn ,-Ln r-t'I...-I AI,~'....'........~~ Z 2y_1 $::~ ~,.. (:")~:- 0__"="'"'".;~r~'Z -'" -0 r <r.:>'-'-'j>(J) PEACOCK,KELLER,YORE &DAY Attorney ~2 PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J E f CHARLOTTE FLORENCE VERNERstate0 . Deceased N 63-71-7930 . Fiduciary..R~~t~.1!:.B.C?~~~~..Y.~.~~~.~..~:m~. Doris Fern Dapra.......--__--:--. Date of Date of Decedent's death..!.~~Y...~.~~~~.?~'.'..'Grant of Letters ~:~g:':l.~!..~!..}.~.?L . This is the f~!.:~~.!~:1!:9_J~)!.1-'~I:!account filed in this estate If there have been fo.rmer accounts filed in~this estate,list file number or number and term . None.....................--_-__..__ __..__.-__..--.-_-_-__-_ __--. Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record . Name of surviving spouse :. List issue,where material:Not material .1 Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) Jr'El!(No.If answer yes,'"::name them . Leg.atees Dalton Robert Verner' Doris Fern:Dapra Dmglas:R.,Verner Thomas R.Dapra:.c:\. Linda M.Verner'Leroux f)ebbie Lynn Dapra Charles D~Dapra ' Relationship ,Son Daughter Grandson Grandson Granddaughter Granddaughter Grandson' Interest Specific devise: Specific devise '....t...~'f"," oJ,•""I""" Fiduciary,if deceased or not sui juris Sui juris .Sui juri s *NOTE:The grandchildren are joint owners of a savings account shown on attached Exhibit. List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: Real estate conveyed to the testatrix,Charlotte F.Verner.Dalton R.Verner and Doris F. Dapra.as joint tenants with the right of survivorship and not as tenants in common by deed dated May 4,1967,recorded in the Recorder's Office of Washington County,Pa••in Deed BOOK 1257 page 156.Value $25,000.00. 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 paragraph C:Section 6:Subdivision cl received written notice of the filing of the account and of call of audit?Yes.~ If any e~ceptipn give cause:·.··.··················,·····..·····..,········ , File copy of Notice -. and date of mailing $.~P.t~.mJ:?Eil.r..7.,..J~.7.f . Is estate subject to the filingofa Federal Estate Tax Return?~.?. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..N~:m·.<?.QILP.r..QR9-.t~..~§.$J~t.$...Q.\lJ . inheritance tax has been paid on the joint accounts from the proceeds in the accounts. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. Balance of administrative costs and balance of inheritance tax due. ~ Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjt,.ldication,and a stqtement of any other facts deemed necessary for the preparation of the adjudication: In the lifetime of the testatrix she set up five (5)joint accounts as is shown inthe attached Exhibit with her grandchildren that were in the nature of a "Tentativell Trust ~or~lITotten'1 Trust.The Will directs at paragraph Fourth that the account will remain in trust until the'Youngest named grandchitd reaches the age of 21 at which time the savings accountsi.'w'ere to be distributed.This was an attempt by the testatrix to modify the trust by her Will. ~It is requested that the Court authorize each grandchild to receive the balance in the seve;ral accounts when they reach 21 years of age rather than wait until all have reached 21 years of age. Balance for distribution per account, Itemize any additional debits not shown by account: None Total additional debits (Add) Itemize any additional credits not shown by account: Administrators Bond -$10.00 Total additional credits (Subtract) Balance for distribution $.NQn..~_._. $~.Q.•..QQ _.....• $..~~.~.~.:.~.~_. $1..9.5.3 6.3 . If balance for distribution is not in cosh,list each item held in kind,giving appraised Value (or distribution Value); Balance consist of cash and household items. --- ·'I CHARLOTTE FLORENCE VERNER ESTATE Savings Account -The Union National Bank,McDonald Office,Account No. 73-012-1290-C.Florence Verner in trust for Douglas R.Verner -Balance -June 3,1971 -$7,545.00Ity-e {ff Savings Account -The Union National Bank,McDonald Office,Account No. 73-012-1308 -C.Florence Verner in trust for Thomas R.Dapra (Thomas wasJJLyears of age in June of 1971) Balance -June 3,1971 -$7,545.00 Savings Account -The Union National Bank,McDonald Office,Account No. 73-012-1282 -C.Florence Verner in trust for Linda M. Verner (Linda ,is of age and is married,her married name being Linda M.Verner Leroux) Balance -June 3,1971 -$7,545.00 Savings Account -The Union National Bank, McDonald Office,Account No. 75-012-1316 -C.Florence Verner in trust for Debbie Lynn Dapra Af C f? Balance -June 3,1971 -$7,545.00 Savings Account -The Union National Bank,McDonald Office,Account No. 73-012-1324 -C.Florence Verner in trust for Charms D.Dapra A 9'e (c;:- Balance -June 3,1971 -$7,545.00 .' ,' If Family Exemption claimed by Petition,give place of Record:N~!!:~..<;J~.tP-?:~9-_. If 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: 1.Balance of cash and household items should be distributed to Doris Fern Dapra and Dalton R.Verner in equal shares. 2.The Adjudication and Decree should permit the grandchildren to acquire full rights to the bank accounts set forth by the testatrix in her lifetime when each child reaches the age of 21 years. It is submitted that no public policy or benefit is involved in having the money in the bank accounts frozen until each of the grandchildren reaches the age of 21 years. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _.J?W.9.:J::n _..doth depose and say that the facts set forth in the foregoing petition are true to the best of h~.L.._..__knowledge and belief. .....~~~.:r.:g __to and subscribed before me thiS .lI.~..day of...-~V..?.,J,. Signature of Offic;:er~t.............!~~~~ Title of 6fficer _.~~.._~~. Office expires ...•...~~;~.•.~•.t"/l1..2..J.. w:::~y Jane Smith,Notary Public mgton,Wa~hi~gton County,Pa My CommissIon Expires February 28,1973 And your petitioner will ever pray,etc. I'l I i-.'i..-•.• ! u No..~~:-:.11::.7.~~. Estate of CHARLOTTE FLORENCE..................j . VERNER Deceased Fiduciary..Q?:UQn.BQp..~r1..Y.f;.!:n~.:r...§)}9.... -.~~E~~..~~:':.r::..l?~.J?.~~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ( Counsel of Fiduciary'will submit,herewith the following,i,;,confQrmity with,Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on-pages 23-24. 1.Written praecipes of alii 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 lof above. 5.Letters.Testamentary or Administration C.T.A'or an attest copy of Will. 6.Copy of inve.ntory and appraisement. 7.Proof of adverti's'ement of gr'ant of letters if not filed with 9ccount. 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.J l 10.Copy of Federal;Estate Tax return if es- tate is subject thereto. PEACOCK,KELLER,YOHE &DAY.....................................................................................--..--_....--........-----------_. Attorney ~2 .Ifd •.0Q N()1~NIH SVfA 8111M :10 'i.ElLS1D3U ONltJV~·t ·1l3SSnH I t II qU :i i lWI~2L e03ll.j .,.-.. Notices sent to: Dalton Robert Verner 3860 D'Alice Drive Orchard Lake.Michigan 48033 Doris Fern Dapra 742 Fourteenth Street Oakmont.Pennsylvania 15139 Douglas R.Verner 3860 D'Alice Drive Orchard Lake.Michigan 48033 Thomas R.Dapra 742 Fourteenth Street Oakmont.Pennsylvania 15139 Linda M.Verner Leroux 11 08 Jefferson Street Dearborn.Michigan 48124 Debbie Lynn Dapra 742 Fourteenth Street Oakmont.Pennsylvania 15139 Charles D.Dapra 742 Fourteenth Street Oakmont.Pennsylvania 15139 1 The Honorable ALEXANDER R.CURRAN,J., Specially Presiding. j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS I COURT DNISION IN RE:( ) Estate of ( )No.793 of 1971 CHARLOTTE FLORENCE VERNER,( ) ~Deceased.(z0(~>-Ul~HEARING ON AUDIT IIIII. ioI-~BEFORE: and the attprney is Mr.Yohe. trators C.T.A.are Dalton Robert Verner and Doris Fern Dapra ..:uitIii APPEARANCES: ii .J0( !:!o:J., :tI-~TllVIE: iii0::IIII- 0::~THE COURT:IIIIt: I-0:::JoU .J0( u k:... o MB..YOHE: PEACOCK,KELLER,YOHE &DAY,Esquires, of Washington,Pa.,representing the Accountants . Tuesday,September 12,1972,at 10:00 A.M.,EDS'J The estate of Charlotte Florence Verner.The Admi is- If the Court please,I have the necessary papers in <the estate'of Charlotte"Fl~renceIVerher,deceased.There is one-'. prob~~m that arose in this estate.I think it can easily be handled. In her lifetime the decedent created some'f.i'we tentative trusts with.. her grandchildre!J"tentative or totten trusts.Then in her Will in a residuary clause she said,"I want liquidated and deposited into ,.\' the savings account that is in the name of Charlotte Florence Verner and named grandchildren,presently held in the Union National BanI of Pittsburgh,McDonald Office,McDonald,Pennsylvania."Here is the important phrase:"The said account will remain in trust until the younges t named grandchild reaches the age of twenty-one, at which time the said savings account will be distributed to named grandchildren,each to share and share alike."Now it certainly was a poor over provision,recognizing her Will that the accounts were in existence,certainly was no intent to modify or revoke. Perhaps you might say in a way it 'vas to/modify since she seeks to restrict the time iin·."jv:,'blich'tit could be dis bursed to the surviving beneficiaries.However,in conference with the fiduciaries,they recommend that the Court permit each child,when it reaches the a~e of 21 years,to receive their share,instead of waiting until the laE t one becomes 21.There is no public policy involved or any real purpose tb be served and the amount of money involved is not that great,around $7500.00. 2 THE COURT:Is there anybody else in Court interested in the est te of Charlotte Florence Verner? (NO RESPONSE) THE COURT:We 'vill consider the estate closed. (A UDIT C~OSED) , \ I hereby certify that the proceedings and evidence are contained fully 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., :!:z<>.J>-III Z ZIIIDo ioI-l!I Z iIII<~ ..=!:!0:I-!!.!Q ~~The foregoing record of the proceedings upon the Q :J., x hearing of the above cause is hereby approved and directed to be filed.~III aiII:IIII-0:oDoIII0: ,I-0::Joo .J<Uii:ILo By the Court, ~n t4t Qrnurt nf Qrnmmnn 'ltus nf lfus1pugtnn Qroonty, 'tnnsyluuniu,(Orpquns1 Qrnurt littisinn j ESTATE OF Charlotte Florence Verner, deceased No.63-71-793 In the matter of the First and Final Account of DB]t.OD Robert Verner &DoM S Fern Dapra,AdndJlistrators C T A ,J ADJUDICATION AND DECREE And now November I..~,19.12-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof of the bQIOJlce for distribution in the.hands ~f the A~countan.t is deter~i~ed to be $.l,95J.o3 and the account IS accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance 'be,paid out by the Accountant in.accordance with .the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. ~~~.~.;!'"ML ~SCHEDULE OF DISTRIBUTION ,$ Balance per account:..-_ Add!tional cradit asked at a udit Balance _ $1.9630 63 $1,953.63 Deduct Clerk's Costs &Receipt~s _ Attorney'__---'PLle:ua;u,ca.loli,OckA.J-,..J.Klo.J:e;L,ll..l.l.l1erL-1L5.0ahlCew&CL.JJ.Li.)a:i.l7~_ Russell Marino,Agent,transfer inheritance tax,$112.81 Interest from 4-30-72to 11-23-72 3.84 Dalton Robert Verner,son,legacy,as prorated,and abate~, including interest in household goods and furniture, held in kind and distributed as such at the appraised value,1/2 balance, Doris Fem Dapra,daughter,legacy,a prprated and a:'c?ated II including interest in household goods and furniture,.~ held in kind and dis;~r1buted as such at the appraised value,1/2 balance,. No balance NOTE::With regard to the savings accounts created by the testator lin her lifetime in trust for her five grandchildren,viz:Douglas R/e Verner, Thomas R.Dapra,Debbie Lynn Dapra,Charhes D.Dap"'a and Linda M. Verner (Leroux)at the Union National Bank,McDona d Office,McDonald Pennsylvania,there is no residue to supplement th,existing accounts and the savings accounts are not modified by the w",l1 of the settlor. .,' , ",< " CV'>cf)..;;:40...J Cl..Z -J :.:~?-=c z=-r::c' .'C:C ::~,.....'~. C~ .,'-"~!.:--'C, 1-0 _I 1::::l-- I ;w n. tl.•..,..,.; t,'~.i'1--':;£; -....U)(f) c;;:1 r..Ij "T"" u-.,""'!""':'" ~ ~..::::)<..;)if.! n::ilJ <::: ('y c:::3:= Lt..r--.. ~. , 0 ~. .....itm :J Z n 9 ,ty VI o g .-+ .-+ v-t. 0 :::r ~ .-+:J CD CD .-+ 0 0 3 ...............0 ~ .-+ ~ .-+ ., CD ::to .., ...Q 0..... :=.....:::rCD ~~ o.S '..~'1', ~~~1 . ~~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION j IN RE:CHARLOTTE FLORENCE VERNER ESTATE ( )No.63-71-793 ( ADJUDICA TION AND DECREE (Suggested Provision) With regard to the savings accounts created by the testator in her lifetime in trust for her five grandchildren,viz:Douglas R.Verner,Thomas R.Dapra,Debbie Lynn Dapra,Charles D.Dapra,and Linda M.Verner (Leroux)at the Union National Bank,McDonald Office,McDonald,Pennsyl... vania,is ~~~~;~,~~~!.'~~~thereis no residue to supplement the existing accounts and ~the ~savings accounts are not fe_~·lit~ modified by the Will of the testator. ;;,,'"'.-". COMMONWEAL TH OF PENNSYLVANI~,-.,-/::f;qr:q,,~ DEPARTMENT OF REVENUE ~C\Vr f~'ir>(.1 BUREAU OF COUNTY COLLECTIONS "". HARRISBURG hUrl rr 17127 "-Y)(JJ RCC-43 (4-71) j NOTE:TO BE SUBMI TTED IN TRIPLI CATE REPORTING FINANCIAL INSTITUTION ADDRESS Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 Union National Bank of Pittsburgh P.O.Box 837 Pittsburgh,Pa. ZIP CODE 15230 Att:G.K.Steinbaugh Assft Vice President Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report: ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT #73-Q12128-2(savings) c.Florence Verner ITF NAMES ON ACCOUNT OR Linda M.VernerINVESTMENT _ DATE OF DEATH July 30,1971 DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR C.Florence Verner ADDRESS 106 6th street COUNTY Washington --'l~1'1.c!!*D~o:=na!:!::l=:=d~PAa_ZIP CODE -=15"",,0...5,-,-7 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR L_in_d_a_M_._v_'e_r_n_6_r __ ADDRESS 106 6th street,McDonald,Pa.15057 RELATIONSHIP TO DECEDENT G_r_a_n_d_d_a_ug~h_t_e_r __ DATE DEPOSIT OR INVESTMENT June 6,1966WASESTABLISHED _ BALANCE,INCLUDING INTEREST 7 545 00,.DUE,AT DATE OF DEATH $_ ~~1()X ~s-t/J":IJ ~'"':.po'1-.);',7° S-lo x..!P ~.s-7-.1 0:=1',;;..;)."if TITLE' McDONALD OF'FICE - .!,...RCC-'134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUN"J;Y COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION It., \., ,I, TO:J~_~~' l06,6t,h8t..".' Date:_~:nAl!1UGUSD'I''m'm"rm12.u:tJ:...-1m.:.-.,_'_WAS!tlW"l'OJCounty ~--- County File No._ Bureau File No._ We have received notice th~t~'~ on--'"1r '0.19-1!.,you came into ownership of certain property through r_Jdf ". .'......transfer from C.florence Verner,deceased Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee., The property on which t.ax is hereb/'assessed consist~of:Jt.Union Natlonal BLank Qt'PlttSbur4h Sa1rl.nga ·AcAOut\\~utW,.ptttGbursb Ottloe.':In the na.Qt:Llridi.K,Vernor appraised by the Commonwealth,cis of the date of.death,a,$.....:..7~j5::..4..:.;'::...··.;...00;...···_··_S'%of this amount is taxable at the rate of '.'% ORIGINAL ASSESSMENT AMENDED ASSESSMEtlI DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E -0 If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oetobe~3On.19 71 .you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *,_ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $ - - -~~~----- $-------- $============== APPRAiSED BY:_ {Inheritance Tax Appraiser) ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPA YERS ... -"".......'. Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: ~.•,t"'.If you ha ve already pa id th is tax to an executor,admin is trator,attorney or other persona I representative of the decedent for forwarding to the Commonwealth,list below 'the dat~paid,name and address of the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount 'Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax wiil then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were pe.rsonally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handl ing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee .Description of Obligation Amount Paid . - TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVAN1A) COUNTY OF:_ SS: o. I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent"for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Si gnature of Taxpayel' REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $0 Date of Approval:_ Register of Wills t (;3-7/-773 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 RCC-43 (4-71) NOTE:TO BE SOOMITTED IN TRIPLI CATE REPORTING FINANCIAL INSTITUTION ADDRESS and Estate Tax Act Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 Pittsbllrgh,Pa. U.nion National Bank of Pittsbllrgh P.o.Box 837 ZIP CODE 15230 Att:G.K.Steinbaugh Asaft Vice President Pursuant to Section 742,Pennsylvania Inheritance of 1961,we herewith submit the following report: ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT #73-0l2129-0(Savings) ITFNAMESONACCOUNTORC.Florence Verner INVESTMENT D_o_ug_·_l_a_s_R_._V_e_r_ne_r _ DATE OF DEATH J_ul_y_3_0_,_19_7_l _ DECEASED JOINT DEPOSITOR,TRUSTEEC•Florence VernerORINVESTOR _ ADDRESS 106 6th street COUNTY __....:.:W::;::a.::.:sh~in~gL:t.=.;on=------ ~M~c~D::on=U=d:LI....:!P!..:a:::.=.ZIP CODE _---=1~50;;.::5:...:.7 __ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR -....:!D~o~u~g~l=a~s....:!R~.~V~s~rn~e~r~___ ADDRESS 106 6th st.,McDonald,Fa.15057 RELATIONSHIP TO DECEDENT G~r~a..n~d~s~o=n __ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED J::....UD_s_6--:,=--1..:...96_6 _ BALANCE,INCLUDING INTEREST 7,545.00DUE,AT DATE OF DEATH $_ Assistant Vice TITLE McDONALD OFFICE TO:_Do=.;',='U81a:u="=O.-;;R=.~V..:...:er::.::.'';::.n_='';.-.'_ 10&6th "S\.,. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF , ' ASSETS NOT SUBJECT TO ADMINISTRATION -/ Date:AUS'ts\12,1~1 County waahingtoa County File No,;jl-/1h -C; Bureau File No.~0 -7/-793 ~e have received notice that,.a~~~~~~X~XX~~~I on iu1.l '0,19~,you came into ownership of certain property through right of survivorship,which ", was formerly owned by the decedent.transter fr01'l1 C.PloreriC8 Verner •,/~+ RCC-134 (1-6!\)'"~' COMMONWEAL TH OF PENNSYLVANIA DEpARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITA'NCE TAx OWISION- Under the 'Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania'such transfers are taxable and the liability for the pay.ment of the inheritance tax due is imposed upon you,as.transferee.. The property on which tax is hereby assessed consists of:Jt.Unlon National Bank of Pittsburgh Pittaburah otfloe I Pittsburgh!Pa..In the name of Dougl.ae a.Verne,. ,i 'f88raised by the Commonwealth,as of the dote of death,at $'.54'.00 _~'_%of this amount is taxable at the rate of 6 % ORIGINAL'ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:'ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE D If you pa}>the above amount within three (3)months of the dqte of death of the decedent,or on or before uot •.30 19 71 ,you may deduct a discount'of 5%of the amount of tax due,or o This tax become delinquent,fifteen (15)months after the date of death and,in addition to the 'tax,statutory interest at the rate of.6%of the tax per annum is also due as of *_ 19__in the amount of *If the tax is not paid by the above date additional inte~est is due at the rate of6%per annum until paid;, TOTAL AMOUNT DUE $ 430.0 7 ---_....:------" $================= APPRAISED BY:ASSESSED BY:_ (Inheritance Tax Appraiser)•(Agent fo'r the Commonwealth) INSTRUCTIO,NS TO TAXPAYERS "'" Make checks or money'orders payable to: (j)o.-J 11do.07 IO'~fq-71 ~#V3/(70 I To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: .".,.'If you have already paid this tax to an executor,administrator,attorney or other personal repres~ntGti~e of th~ decedent for forwarding to the Commonwealth,list below the date paid,name anJ address of .the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title .Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemiz·e the paymentsbelow, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax wilrthen be recomputed and y~u will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were pers,onally leg,ally responsible for these debts,ang 2 -You actually paid these debts dut of the account or property described above ahd can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the deced.ent h~ndling the administration of the general estate of the decedent or any other transferee... SCHEDULE OF DEBTS Date Paid Name of Payee "Description of Obligation Amount Paid - TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_SS: I,hereby certify that the foregoing is a j.ust and true statement of funeral expenses and other debts of the decedent,,for wh ich.1 was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" Date of Approval:_ Register of Wills ..'.............'" RCC-43 (4-71) COMMONWEALTH OF PENNSYLVANIA,.RtCE/J. DEPARTMENT OF REVENUE :-{JU,y /?UR[J1I~t Dr"(\c nrBUREAUOFCOUNTYCOLLECTIONSC.:/.;I.'~. HARRISBURG /jue [',--'0lrs 17127 0 (?~~2 PH?/ NOTE:TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS Estate Tax Act Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 Pittsburgh,Fa. Union National Bank of Pittsburgh P.O.Box 837 ZIP CODE ~l::,-52=3-:,:-0:--:---:-- Att:G.K.Steinbaugh Ass't Vice President Pursuant to Section 742,Pennsylvania Inheritance and of 1961,we herewith submit the following report: ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT -------'-------'-------------#73-0l2l30-8(Savings) C.Florence Verner ITF NAMES ON ACCOUNT OR Thomas R.DapraINVESTMENT _ DATE OF DEATH J_ul--:..,y_3_0-:.,_19_7_1 _ DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR C.Florence Verner ADDRESS _-::-:1:-O:::-b_6_t.....h..........S-,tr=e_e_t COUNTY Wushington HcDon81d,Pa.ZIP CODE 1505'7------"---------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR T_h_oDla_s_R_._Da-:.p-:.r_a __ ADDRESS __1_O_6_6_t_h_St_r_e_e_t.:;..'_M_c_D_on_al_d....;..,_P_a_._l_5_0_57 _ RELATIONSHIP TO DECEDENT G_r_an_d_so_n __ DATE DEPOSITOR INVESTMENT WAS ESTABLISHED J_un_e_6-:.,_1_9_6_6 _ BALANCE,INCLUDING INTEREST $7,545.00DUE,AT DATE OF DEATH _ '"£,10 "0 6-r/s-:()d :::. ~S-7cJ x 40-").,7 0 -:.. McDONALD OF'J!'ICE RCC-··13'1-(·I;1i091 _•.-~.. COMMONWEAl-TH OF PENN'S-YLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ EeT TO ADMINISTRA TION Date:~_AU_G_tS-:..;.1_~_··~~.-:,-11l~'.·.-'-1 _ County WASB1NG1ON County File No.3t -/96 -9 Bureau File No ..~3-7/-7~ We have re,eived notiGe 'haton.y~....•..'.'·.~.119'1+~~yQU Come in'o ownership of certain property through r..h 'i;.Ul~diiI.D06iiJSaUlXltiOfSUJU!Ki«transfer fran C.Florence Verner..deceased , ·1 I AMENDED ASSESSMENT Under the Inheritance and f:state Tax Laws of the Comm~nwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance 'ax due lis imposed upon Y9U,as transferee. 'The property on which tax is hereby assessed consists of:It-Ii anv:t.:ngS ACCQunt H7'~~ heW in tb«t Unian National Bank at PittsburGh,)!cnom.ld Off1Ue•.ltcDoM.ld,f$lll :.~.~ppraised by t~e Common.wealth,as of the date of de~h,at $7,;4,.00 '0 %of thiS Qmount ,~'axable g'the rgtE!of,..,--·% ORIGINAL ASSESSMENT DATI;OF ASSeSSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NeT TAXABLE AMOUNT $-~--------';"~'~f-.......".------- AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of 'he decetent,Qr on or before .0Q,t.30....19 .".'"you may deduct a discount of 5%of the amount of tax due,or -~-~~-~------ o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statvtory interest at the rate of 6%of the tax per annum is also due os of *_~_ 19_..in the amount of ---.,.....---"!"""'!'I'~~ ,,~l \,1'J *If the tox is not paid by the above date additional interest is due ot the rote of 6%per onnum until paid TOTAL AMOUNT DUE $$=====:::::=:::::=:::::=::= APPRAISED BY:__~~~__ {Inheritance Tax Appraiser) ASSESSED BY:_------------- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders poyable to: p~~jd.67 ~-{/13 rOI () )O-/Q-71 ., I To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: = If you ha ve already pa id th is tax to an executor,admi nistrator,attorney or otlier 'person(;1!represe~tat i¥~~o~"th:e decedent for forwarding to the Commonwealth,list below the date paid,name and addresscl'the person to whom you made payment,their official title and the amount.".•"',",: .:;.,~~:,.. Amount Paid....-,...' -""""" Name and Address of PayeeDatePaid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property.in the C;Qlllputation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax wi'lI then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were ..personally legally responsible for the~e debts,and 2 -You actually paid these debts out of the account or property described above'and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid .. TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. Si gnatul'e of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" Date of Approval:_ Register of Wi lis COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 RCC-43 (4-71> NOTE:TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS and Estate Tax Act Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 Pittsburgh,Fa. Union National Bank of Pittsburgh P.Q.Box 837 ZIP CODE 15230 Att:G.K.Steinbaugh Ass't Vics President Pursuant to Section 742,Pennsylvania Inheritance of 1961,we herewith submit the following report: #73-012131-6(Savings) c.Florence Verner ITF NAMES ON ACCOUNT OR Debbie Lynn DapraINVESTMENT _ ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT ------~------.;...----------- July 30,1971DATEOFDEATH-------------------------- DECEASED JOINT DEPOSITOR,TRUSTEEORINVESTOR C.Florence Verner ADDRESS __1_06_p_t_h_S_t_r_e_et COUNTY Washington McDonald,Pa,'"-ZIP COD=E---.l'F'J50"l"l5""'7.-------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR D_eb_b_i_e_Ly_D_n_D_ap_r_a ____ ADDRESS _..,;:1:..,.;;0..,;:6_6_t_h--.;:,.S_tr_s_e_t..:..,_M_c_D_O_D_al_d--=,_P_a_._1_5_0_5_7 ---'__ RELATIONSHIP TO DECEDENT G_r_an_d_d_aug_h_t_s_r -------- DATE DEPOSIT OR INVESTMENT June 6,1966WASESTABLISHED _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $7""-,5_4_5_._00 _ r '-IS-;;'.'1 lJ Iff'~,)..tt t.f TITLE McDONALD OFFICE RCC-134 (1-69) COMMONWE:ALTH OF PENNSYLVANIA DEPARTMEN:r 9f.RE~ENUE BURF.A·U OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION or ;> Date:Aug'WJt 12.;1m County l'WlllIlm'QN~'~_9=(/ County File No.~, Bureau File No.6.3 -1/-793 ':1 ~e have received notice that~~~~~X~~~c onJ\l1J 30.llfll-.,you came into ownership of certain property .'.".'.'•.'.•....•...".'htransferfromC.Florence Vern r.d ..d .,ecease TO:l)e'blJie ~Dap''&$-----­ ~Q6 \6tbb__Kc PoM)4L h.lSOrt Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iia bi Iity for the payment of the inheritance tax due is imposed upon you,as tran sferee~ The property on who ich tax i.S hpre.by as.sessed co.nsists of:~~,.Sav1ng$Aee~Uftt #1):012131~heW J.p Union Nq51ong1 Ggnk'ar-Pltt$burtJb,t l·t4Donald ott1 o~In thQ ~01 Debb~liM Dipra '~l t appraised by the Commonwealth,as of the date of death,at $'_.;,...,S_4_'_._P«l_._'0 %of this amount is taxable at the rate of t,% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT L.eSS:ALLOWED DEBTS:,1,' NET TAXABLE AMOUNT !""I I ';'AMOUNT OF TAX DUE I'j • :..'.L.~:~kt;l¥t)._ . ' 'Qj''jf'you pay the ,bbove amount within three (3)months ..of the date ~otdeath of the decedent,or on or ::,·befoGctQb~:'O";1912 you may deduct a .,d,iscount of 5%of the amount of tax due,or ·,i/-j:.'lfi'!. $--------- .j ,', D This tax became delinquent,fifteen (15)months after the dote of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of * _ 19__in the amount of *If the tax is not paid by the above date additional interest isdue at the rate of 6%per annum until paid TOTAL AMOUNT DUE $ ~.67 4j2",O .; .i -----------;.j $================= APPRAISED BY:~_ (Inheritance Tax Appraiser) ASSESSED BY:_ (Agent for the Commonwealth)~i·1 INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (j)~1fLf:j~.0I !O-11-7! ~-IJ -8//7// To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other .personr,d representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the perscn to wHom' you made payment,their official title and the amount."';...•. Date Paid Name and Address of Payee Official Title .Amount Paid SS: Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to .be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2 -You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent·handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee .Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing is a just and true statement ot funeral expenses and other debts of the decedent,,for wh ichl was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" ;'Date of Approval:__."----------.----Register of Wi lis ·',l ----_.__.._--I RCC-43 (4-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTE:TO BE SUBMI TTED IN TRIPLI CATE REPORTING FINANCIAL INSTITUTION ADDRESS Estate Tax Act Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 Pittsburgh,Pa. Union National Bank of Pittsburgh P~O.Box 837 ZIP CODE 15230 Att:G.K.Steinbaugh Asa't Vice President Pursuant to Section 742,Pennsylvania Inheritance and of 1961,we herewith submit the following report: ITF ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT #73-012132ft4(Savings) C.Florence Verner NAMES ON ACCOUNT OR Charles D.DapraINVESTMENT _ DATE OF DEATH J_ul--=y:......:..3_0~,_1~9_7_1 _ DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR C.Florence Verner ADDRESS _1_0_6_6_t_h_._s_tr_e_e_t COUNTY _---=w-=a:-::-sh=i:o-ng~t_on _ McDona1d,Pa.ZIP CODE 15057---==o..;;;.;;;:==_=-=~________--"-";;"";'_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR C_h_a_r_l_e_S_D_._D_a_pr_a __ ADDRESS _1_0_6_6t_h_s_t_.,_M_c_Do_n_al_d_,_P_a_.l_5_0_5_7 _ RELATIONSHIP TO DECEDENT G_r_an_d_s_o_n __ June 6,19$6DATEDEPOSITORINVESTMENT WAS ESTABLISHED ---------------------------- ~;.~1~TITLE Assistant Vice President BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $7_,_54_5_._°_°........ :p It 10 'I 7,j-4 S;0 iJ., S 7a )(t!J-'),1 ()~ McDONALD OFFICE \,*.lCC-134 (1-69)CO~~O~WEALTH OF PENN'SYll.VAKV- DEPARTMENT OF REVENUE BUREi.U OF COUNTY COLLECTIONS ,INHERITANCE TAX DIVISION TO:e~s D"Dad 106 "h'a. OFFICIAL NOrlCE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:'A~12,19'11 County WASH%NGTOtt County File No.3 y -/96 -7 Bureau File No.03-J /-79'.3~i '''''r- ", . 1 We have r~ceived nofice,that,DldtT~Uxxxxmxxx;p;:mx~XXxxxxxxxxmxXXXXKm' on 'i,19",you came into ownership of certain property through righta>~ vaD trans'er fromC.Florence Verner',deceased Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the paymen_t of the inheritance tax due is imposed upon you,as transferee.' j I II I appraised by the Commonwealth,as of the date of death,at $?,S4$.IOr----- S()%of this amount is taxable at the rate of It % ORIGINAL ASSESSMENT A~ENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before OOtob*SO 19 11 ,you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen/(lS)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_._ 19__in the amount of \ *1£the tax is not paid by the ahove date additional interesfis dueci't the rate of 6%per annum until paid TOTAL AMOUNT DUE $ $-------- ---------;, j 1 ·1-----------"! ! 1 I 1-----------...•~ 1-------:-"':'"'-_~, $================ APPRAISED BY:_ (Inheritance Tax Appraiser) ASSESSED BY:'--_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: {J~4$0.6 7 /O-IQ-71 ~1l1J1/7!2. To insure proper credit to you~account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attomey or other person~1 representative of.t~e.\ decedent for forwarding to the Commonwealth,list below the date paid,.name ,and'ad~~ss o{the person 10 whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Officia I Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax wilt then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if requ ired,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,I ,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the· best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" Date of Approval:_ Register of Wills COUNTY .W:~.~.hi..D.gt..Q.n .. .FILE NO...?}.=..?~..:..?..?..~. Fonn RCC-2 DEPARTMENT OF REVENUE BVREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Oct.20,1971........................................................................................ Whereas,C..A FLQRE.N.C..E Y.E.RNE.R late of M.9..P..9.NA.P?. in the County of :lv.ASHIN.G.TN Commonwealth of Pennsylvania,having died on the .3..Q.t..h day of .J..~J.Y............................................19 .?.!.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.........................VRAN.G.~.S......1~.Q ...............................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritance ITaxPurpolesII $.-,. Jt.Savings Account held in the UNION NATIONAL BANK OF PITTSBl RGH PITTSBURGH OFFICE,PITTSBURGH,PENNSYLVANIA.In the names of , C.FLORENCE VERI\TER IN TRUST FOR DOUGLAS R.BERVER.Opened 6--6-66.Balance as of date of death:7,545 00 Jt.Savings Account held in the UNION NATIONAL BANK OF PITTSB RGH PI RGH OFFTCE PITTSBURGH PENNSYLVANIA.In the names of ~LF~O~EN9E~VERNERIN TRUST FOR THOMAS R.DAPRA.:f onened 6-6-66.Balance as of date of death 7.545 00 - Jt.Savings Account held in the UNION NATIONAL:BANK OF PITTSBU GH- PITTSBURGH OFFICE,PITTSBURGH,PENNSYLVANIA.In the names of C.FLORENCE VERNER IN TRUST FOR DEBBIE LYNN DAPRA.Onened 6-6-66.Balance as of date of death 7,545 00 Jt.Savings Account held in the UNION NATIONAL BANK OF PITTSBU ~GH PITTSBURGH OFFICE,PITTSBURGH PENNSYLVANIA .In the names of , C.XX FLORENCE NKHVERNER IN TRUST FOR CHARLES D.DAPRA. XKXXKiX*KiiIXlI Opened 6-6-66.Balance as of date of death 7,545 00 ~l!lUmber.d Street)........................W , at Ofllee) Penna. WASHINGTON County Late of t-'Ii ,-r~J'L·0====================r'"t,';;,.~~'-=~ i ~t....."';t.l~,~., 97'1 IJIW ...RES~~~NT INHERITANCE TAX APPRAISEMENT L i1.j{!~I Hj1 ,!3I Estate of t,fJo're r''''~""r\(.~),--.t-.'::~,~~['"I ;f.I ..<, REG ISJT~[·rl~HG';;¢.:\q\i~~~QREN.GE'HYERNER'H"""""'"''''''..... II'~,..,H .~Deceased.r~J.\;).I~IGTON CO ..PA. ...........UcD.QNA.L.D . Date of Death,7.~3.Q.~.7L .. Appraiselll~i!t Docket Vol.38,. Page,.1.9.6.."..7.No 6.3.~.7.L"..7.9.3 . Filed in Register's OjJice,..O.c..t z..O 19 .71 Amount of tax due,$H .. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.llt Appra.isement,. Appeal f,.om Appraisement,.. Entered and charged,H •••......................................... • Form RCC-33 RESIDENT DECEDENT J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WA.Sl.U.NG.r:r.O-N , . 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.) c..HA.RL~;;~~::EO~C~~;:~:EO~:}::;~OF (State full name of decedent)f Late of :w.as.hingtQn.~Coanty ADMINISTRATORS C.1T.tA.· State of .PeIUlsylva.ni~}ss: County of Washington . .....Doris.F..ern...Dap.ra...a.nd D.alt.on R.o.b..ert..Yern.er........ . AdministratorS C.t a.of the estate of the above-named decedent being duly sworn,depose and say Decedent died J:uly.3Q......,19(..y7: r )...i L ::~":~...,.~eaving a last will,copy of which is hereto attached.} (Month)(nay)<A ............"""" o t herNaa:t:::i :::r:::r:fse:ttta o ;;::::}:pe~9Q9~~K~:IJ~:r~X()h~§tP.~Y~.f:>..?:.'7..Q....~_9:E.'t:J?~~ll:~t:r'~~~I."'" whom all correspondence should be Washington~PennsylvaniaL530.L .. mailed. That as such ..Administrator.s...deponent is familiar with the affairs of said estate and the property con- (Ex(~clltor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- 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 TT-nirm N~+i()n~l Bank of Pittsburp"h Charlotte F Verner and None M~Donald Office John N T Walker Jr That the contents of said safe deposit box or boxes are itemized under SchedulesB &E of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv 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 'pe'rsons giving also separately the accrued interest thereon,if any,~own 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~;all bonds,postal sav~ngs,treasury certificates or notes and other ~vidence of in- debtedness of the Uni ted Stat~s 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 thereof,or of any foreign country,whi~h 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 mortgages 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 ther~on,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 policles 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. '\.'.. 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 in 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 l;lUsiness as may be pertinent to a fair and just app'raisal 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 silid,t,ransfers.In_the case of transf,ers intended to take effect in possession or enjoyment at or after death,there is also attached to the s.ch.edule a cOllY of the ~eed,trust agreement or other instrument creating the trust.Ther,~is also set _forth in said schedule a list of all property,real and personal,with 'its value,which passes at dec'edent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested ii·n-deceder'i-t,either indiv1dual\y.or jointly~by<th_e--will,<d~eil,9r other instrument of another, with a copy of the instrument creating such power attached to the ~chedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's,death,.the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part he~eof sets forth all property,real and per- sonal,owned by the decedent·jointly with another or others,'including intangible,standing in the name of the decedent and others,plus the,date and place of record of instruments effecting the vestiture of real estate and the date of .acquisi~tion.i:>f~personalt,y,plus the name,addr~ess and relatio,nshipi if any,l of·co-owners to the clecedent~< 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 unpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agre'ed 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. and "F""e","E",That the totals of the appropriate columns in Schedules "A","B", have been carried forward and properly registered in the Summary. as directed therein, ~~':;4 ,Vr- ___~:;?=.ds::~:~~:=~:::2!.~.~~~~...-..--~~::~~-1·3a6~~W;~~f~i~~~1~1·9 .....~lItZh,A.'"<I,Cocl1'ty.Pa...Q;r.Ghg.r..g :k.a.ke.~Mic.higan 48.O'3.3 . :Jy C"m"1iO:l [xpires (City or Town and State) 1,1"~"'1 1g7''1 .NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest 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 colUlJll'1 #1 in the "SUJIIIliary"has been properly completed as above-directed. •RCC~(1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURE"AU OF COUfHY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT 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 located In the Commonwealth of Pennsylvanl~should be (1)(2)(31 described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "Fit and must not be deducted from this schedule. NONE l 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. NONE RC~-35.. C0¥M0N~ALTH.OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,e!·.c.) Intangible personal property,such as bonds,treasur:t certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space) 1 Household furnishings 200.00 tt z..o~~~01\ 2 One Dodge Coupe Dart Swinger -1971 model 2,300.00 ,;)..3 be>-oA (This automobile was sold for this figure.) 3 Union National Bank of Pittsburgh t Jj;3,7 J/McDonald Office -checking account 1,853.75 4 Pittsburgh National Bank -McDonald Office oc::> /6()O ------Savings account 1,000.00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 5,353.75 JY-S 3.5 3,7.5 d"'~ / ~ rOfl,..'~fON'fE.\LTH·OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "Cn TRA.NSFERS (1)Did decedent,wi thin two years of death,make any transfer of any material part of his estate,without receiVing a valuable and adequate consideration therefor?(Answer yes or no)__~~O~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)Yes (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_~?_ (b)What was the transferee's age at time of decedent's death?~inor (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)Yes (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_~?~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others See notations below. (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)-=N~o~___ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)We are informed that the answer is yes. (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)If Sl1Ch a reservation a Totten trust NOTE 1:The answers to these questions should te supported by aftidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) 1 2 3 4 5 The Union National Bank"McDonald Office"Savings Account No.73-012-1290"in the name of C. Elorence Verner in trust for Douglas R.Verner Balance as of June 3"1971 7"545.00 The Union National Bank"~cDonald Office"Savin~s Account No.73-012-1308"in the name of C. Florence Verner in trust for Thomas R.Dapra. Balance as of June 3"1971 7"545.00 The Union National Bank"~cDonaldOffice"Savin~s Account No.73-012-1282"in the name of C. Florence Verner in trust for Linda~.Verner (The cestui que trust is now married and of age and her name is now Linda Verner Leroux.) Balance as of June 3"1971 7"545.00 The Union National Bank"~~Donald Office"Savin~s Account No.75-012-1316"in the name of C. Florence Verner in trust for Debbie Lynn Dapra Balance as of June 3"1971 7"545.00 The Union National Bank"~cDonald Office"Savin~s Account No.73-012-1324"in the name of C. Florence Verner in trust for Charles D.Dapra Balance as of June 3"1971 7,54~.00 (All of the above accounts were more than two years old and the cestui que trust in each one is a grandchild of the donor.) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 37"725.00 ~tf1<. ~ i'f,sZ/5.(K). RC4;-38 COMMONWEALTH OF PENNSYLVANIA TRAN~FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal _property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.1 percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ALL that certain lot or tract of land situate in McDonald Borough~Washington County~Pennsylvania~being known and designated as Lot No.3~Section I~of the McDonald Estates Plan of Lots~as recorc ed in the Recorder's Office of Washington County~Pennsylvania~in Plan Book Volume 10~page 13~bounded and des- cribed as follows: BEGINNING at an iron pin on the EasteY'ly side of Sixth Street~as shown on said Pla l~ on the boundary line of lot herein conveye i and Lot No.2 in said Plan~now or late of Dickson Yourd et ux;thence on the Easter y side of Sixth Street~North 24°32'West,c distance of 70.0 feet to a point on the boundary line between Lots Nos.3 and 4; thence by said boundary line North 65°28' East~a distance of 140.0 feet to an iron pin on the Westerly side of a twenty-foot alley~as shown on said Plan;thence by the Westerly side of said alley~South 24° 32'East~a distance of 70.0 feet to an iro 1 pin on the boundary line between Lots Nos.2 and 3;thence by boundary line between land herein conveyed and Lot No. 2~South 65°28'West~a distance of 140.0 ", feet to a point on the Easterly side of Sixth Street~at the place of beginning. UNDER AND SUBJECT to any and all reservations and restrictions as con- tained in any former deed or deeds of rec )rd. The above property is held in the names c+' Charlotte F.Verner~Dalton R.Verner and Doris F.Dapra as joint tenants with the right of survivorship and not as tenants in common.The co-owners are children of the decedent.It was transferred by Charlotte F.Verner,widow~by deed dated May 4~1967 and recorded in the Recorder's Office of Washington County~ Pennsylvania in Deed Book Vol.1257, page 156. Counsel has advised the signators hereof that the one-third undivided interest therein is .n taxable in the Estate of Charlotte F.,11'"Vprnpr - ,~...I •00 nnn nn 'RC.t'~7 (12-63).. COMMON\rEALTH OF PENNSYYLANIA TRANSFE,R INllERITANCE TAXRESID~NT DECEDENT SCHEDULE "D" BENEFICIARIES I I ( h BENEFICIARIES AND ADDRESSES '.RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY\STATE YESaveaninterest,vested,contingent or other-are involved,set IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH .Daltnn R .,.V Snn Yel=: ~860 D'Alice Drive .-, Orchard Lake.MichiQ'an 48033 DoriI=:Fern Danra DauQ'hter Yes 742 F L'.(""1 O~l.P -lvania 15139 Linrl~M Vr~~~(L ,Gr~.,.,.,Yes np~'-MiC'hi O'~n Dnll 0'1 ~~R VI nr~nrll=:nn Yes ~'--~860 D'Alice Drive OrC'h~",rl T.o::>"lrQ l\/Ti r>1·';rro::>n L1.~()~~ <J Thnrn~~R n~nr~n .,Yp~ 742 Fourteenth Street Oakmont.Pennsylvania 15139 nphhi p Lvnn Danr::t nr~nrld~l1 -,.Yes ~ 742 Fourteenth Street Oakmont.Pennsylvania 15139 Ch~rlp~D Danra GranrlQnn Yes 742 F,L'.(""1 Oakrnnnt Pennsvlvania 1!)1~9 fo"I .... ~I,, \, Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT ",,~I '.. Will Administration !No.737 Year .7/ P.-l THE (Executor-Administrator must complete "As Reported"column #1.) 0 >-'l ""0 ~......('I)('I)0 ~...!:?-til ::s til til til 0.....::s ""0>-'l ('I)!:?-..,... ~til 0><'0~""0 ('I) C'"..,... (b 0 ~'0 l:%:l ('I).., til ,..,.,..,.'<~,..,. ('I) CHARLOTTE FLORENCE VERNER............... Deceased Commonwe~llthof Pennsylvania -'.'f~.:~-'7 ~_:~. (,,-")(':'J C~f -. :::.:.-_...i,.!) RE~PORT'AND ApPRt\ISAL ):7' Late of . County of .C'.. McDonald.. WaEil:1!ngto:rl . .~tl. I:. CIlc:::a:: ~:>~W CIl CIl 0-<: ?'"fj-fj-n 08 ;;;:;:;: I ."~.-f("',-'....(.,,..".'**-.n ***-q ,-~j.l::.:W :ZC~~w :'o~-J ~00,J ..'\..~:>11,/_._-b :-J w till'-:-.=)~~'1:~~;~~:~-}:-J :~i:.n ~-.fP :c.n ~('1).-1 ....'g~<"':1 -.:-J :0 :-.J '0 i:.n ...:c.n ~~('I)c.. ~ **-.n*-oo-oo ~.:..'.':~:~~~~&I·~~..\)6.\.~.u~•~II "'():.~:'?1'Y).~-.'.. :l0'.•~~..~(...~.2.".:~ .f'-~.~~.::s NI<i '00.~ert:'.~II ~ Form RC C .1(7. AND AGENT OF THE COMMONWE....LTH OF OFFICE OF THE REGISTER OF.WILLS WA SHJN'GTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS "'""""""W'"",J THE SUM OF $}~I7)~~. "'A.~::;;f.l;j~~~E;?~Il .....__~.rTVIA Register of WII(S~ ESTATE OF CHAR\t~rR~~lLORENCEL....TE OF _Ml.U.loC~D~o.un,g,a.LJldu,.,.......:WUJolaI.O:SuhLJ,i..unLt::g±IJ--U0LJ,n-lC......,uOiUll..unu.,t;¥;rY-.:_PI.....a.8....._ O....TE OF FILING ....PPR....ISEMENT September 15,19:U-u OF DEATH _-.!>!.J..lodu...lyr1--J.3.1..l0~,'--"1....9w7.....1.1 _ O....TE 8/61 (yv ,v Itr'Y"'",- 71 Russell Marino ReQ'ister Letters and short certifif'~tp~ AMOUNT-';A.?~ 1?~o Q /1 LI. 71 71 P::lYi'on-Mf'Tlv::l;np A Rll~~pll Marino RpO';~tpr AdministratorsI Bond 10 00 9/1fl 10/?1 71 71 Ru RRell Marino Rep'ister WaRhinO'ton Countv RenortR FilinO'I Adverti~;nO'1 1L1. nn nn 11/19 71 McDonald Record OUtl9~o~k~__4=A~d.!..v~er=-t~io.!::s~in~lQ'~l~e..!Wtt~e:.=.r...l::s~+-_--'=8'---t-.......fl~O Mary Jane Smith Notary Affidavits 7 flO .,. Peacock Keller.Yohe &Bav Accountants'attorneys 7nn 00 RllQQ&:\ll l\1f~rin{)R&:\criRter l'Fi'ilincr Af'f'Ol1nt Frank J Nation Funeral Home Funeral exoenses Harrv G Benz MD Medical exoenReR 1 7 nn 1 Q~g nn ?n nn John C McGinnis.MD Medical exPenses Perry C.Smith,MD IMpr'lil"~l ~O 27 00 80 =66 25 Q /1 n 9(1/10 9/10 9/10 71 71 71 71 West Penn Power COmpany Bell Telephone Company of Pa West Penn Water Company Columbia Gas Company Harry Derbvshire Gary Phillips AI"f'{)l1nt Account Account Account Balance of account Borough and School taxes Labor 1 n 1L1. 25 426 7 ~O ~9 81 Bpll Tel .Company of Pa Balanf'P of ~1f\ 111h 71 12/1 71 WeRt Penn Power Company McDonald News West Penn Water Company Balance of a Adverti~;ncr Account 1 1 14 15 TOTAl -~COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON S8:I'· I.nAVIS G YOHE ESQ.\.~~EREBY CERTIFY.THAT.TO THE BECIT OF MY KNOWLEDGE ....ND BELIEF.THE FOREGOING IS A JUST ....ND TRU E S\~TEMENT OF D.faTS.FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Charlotte Flo['~nce Verher I)J~EED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.1\)./11 n u ~~_ _.\\Jl.A.Y......IL.5.)SWOR~~NDSUBSCRIBED BEFORE ME THIS \~~DAY Dr'n/--(~_)I ()18~,&C -,-//J A ~.\.....1:-J .-1..-r7ot7 f.'iary Jane Smith,Notary PublicWashington,Washington County pa, Illy Commission Expires ' February 28,1973 IN ,THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of ,the Audit of Account filed in the Estate of Verner,CharJotte FlorenceDEX:eased )Dote of d 2..L-_-_':)~O""""__....:.7:._!_/'_ \No.J 97J -1.9.3-,Term,19__•A.A. )Dook..3!d'iJ -9__ TO THE AUDITING JUDGE: 24 ' $ $-----------_.------- $ TOTAL DEDUCTIONS,$ Tax-?able----at )15% $-5-------- $-j------ ~I·:""------ $------ $---~---- GROSS VALUE $--=--/--...:2.__-_'=--.~__~:..--I~7_---=-~'"-_-:::::»>_. ~__~!i1 ;r"lt _ NOTE:The following credits claimed -in held not deductible 'a's against th / CALCULATION Gross V<illue_______________________I ~j)'1-'7 ~.---_ Less Deductions ------------------,<-t f 3 r ,( Clear VaJue ---------------------3~r;--fJ1J3-l---- ~-SlltLS~l.d_l:~1llfl!Lthenil!ot~inLn.dt nr of CV??<-O ,I lo{, -iILdif~:mti!on.--~~:.---l--~;-- )-- DR. To appraised Vlalue of Estate:ReaLty - CR. Debts and Expenses per Account;see Note ,.)0 ~~-, I Additional Debts and Expenses per Audit ~ ~ iU Z!:l n0s:"lls:::u0»z III~n III "ll tr.l»III ~r-I ." ~t J:."0 0 0 ::u ."::u » 0"ll "ll ':j J-3III"ll ~'"Z IIIZ»(J>:II0(»....r z <C>~n I IIIZ ~); 11)>~~~0. RCC-81 (6-7') COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT DORIS DAPRA &DALTON VERNER ~dministrator)C.T .A. IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of _-:C:..::HA=R=LO=.:T:..:T:.::E=---=-:FL=O:..:RE=N~CE=........:VERNER:..::::..:.:..:==........:_ WASHINGTON County -Fi Ie No.~6~3_-..:...;71=--....:7~9::::...3 _ You are hereby notifi ed that the__----=o=.=rc..=i::c;gl::in=a=l _ appraisement in the estate of CHARLOTEE FLORENCE VERNER has been filed in the office of the Register of Wi lis of__..u.WA""'S""'H.....IyNJ..I.G~T~O~N _ County on November 8 ,19 71,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property__-----t.S:...1.L3L,S3,L.!....7L..S!....-_ Transfers 74-,,...,5,)JJoh,5,.1..<.~Oll.OL.----- J0 inti y Owned .·.oB.,..,OI.l:OUJO"'-'.~O.ll.O"___ TotaI -"'2""'0~"8",-9t:=8~',..L.7L5 _ 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 N..:..ov_eTn---'-'-.b_e_r_8L,_1_97:...:--1 _ DATE OF D~TH:July 30,1971 Note:This is not a bill. Signed D_OM_I_N_I_C_R_._·_D_e_MAR_IA _ Title APPRAISER I RCC-39 (S-68)~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of VERNER (Last Name) CHARLOTTE (First Name) F. (Initial) DATE OF DEATH 7-30-71 FILE NO.63-71-793 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 item in the last column to the right in Schedules "A","B","q',and "E". , ~~R~~ INHERITANCE TAX APPRAISER November 8,)gnDated:---""""'"'................,........~J--~I-'----- 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 VALUE AS REAPPRAISED $-------+-- 20 898 VALUE AS REPORTED VALUE AS APPRAISED $$--------l-- CLEAR VALUE OF ESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--+__2% Tax on $Gi) Tax on $5% Tuoo$lK Tax on $15% Exemptions * Total Estate --+-__ 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%of tax if paid within 3 months after death ::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~_____to $---J AMOUNT OF ESTATE TAX ASSESSED $--~--,.....j.L- Estate tax paid $----'L- BALANCE DUE $---_~I ____ Add interest at rate of 6%from ------lto-----$-----~t=TOTAL TAX BALANCE $--------1. PAID $.....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will t. , .No.AdminIstration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .ClfAFUP'I"rE.F.LOEENCE VE:a.NE.R ... Deceased Late of .NGDON.!lLD.... County of~WASHI~GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I' .~ Fonn RCC-2 •../DEPARTMENT OF REVENUE BUREAU or COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWkALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT I DATE N..oy.~mb..~.r.$.,l.1l..J,.. COUNTY w:g,§.b.ing:t..Q~l . FILE NO•.63-7-1.-7.93 _. Whereas..Q.HA.RJ:P.1'.1.~f.;WR$.Nc..~~late of Mg.PQ.NhJ..P . th C t f WASHINGTON Co Ith f P I h'd'dmeounyo.........................................................................................................mmonwea 0 ennsy vama.·avmg Ie on the .........................J.Qt.h......................................................day of ................................,J.:uly.................................19.7.1....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.........................DOMINIC....R.«....DeMARlA...............................................,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 1nterest 1n th1s estate 1s transferred 1n possess1on or enjoyment to collateral he1rs of the decedent after the exp1ration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the r1ght to appra1se and assess transfer inher1tance taxes at the lawful collateral rate on any such future 1nterest. Unit Appraisement ,Description of Asset Values Made for Inheritance Tax Purpol8S I $I PERSONAL: ~RR (Y'lPV OF ;--":HMIII.R "'A"A'P'PAr.HF.n 'PO App~l).l\~I)i 17I) TRANSFERS: SEE COpy OF SCHEDULE "CII ATTACHED TO APPRAISEMENT 7.545 (0 JT.HELD: SEE COPY OF SCHEDULE liEII ATTACHED TO APPRAISEMENT B.OOO 00 total 20.898 75 I I - form~v~~hbl:~~:lrh~W<>rn~~:~.~:r~~tiS7:~~el~~f: Appraiser ..........................D.~~)Penna. _.[',~tN .)I ....wN?tJ:mOTON ...County :.i·:.,I r r '.'II ')Z RESIDENT INHERITANCE TAX APPRAISEMENT~..I._..i J h!j ..: Estate of .~;ELL Ft\f~lfiO ,, .IJTEH 0F VI ILL S Vi ,:,.:,1 NGTON CO ..PA. ....qJ:IAliJ:·.g~'I'E ..f..I:P~9..~..~. Deceased. Late of McDONALD . Date of Death,.7~3~7l ~.j .. AppraisemeiJt Docket Vol.,3 ~. Page,./.2'.G...~-:::.7 No..63.""7.1·7·93···..·.. Filed in Register's Office,N.ov•....B J97·1 .. Amount of tax due,:$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged,. ,. JI, ~ IN THE ORPHANS'COUllT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE: ESTATE OF CHARLOTTE FLORENCE VERNER NO 63 ..71-793........................................................................................... You are hereby notified that the Account of ~~~!?~~!?.~~E.~..Y.~:.~!:.:...~~~~.:.~~~=.:~. .Dap.r.1iI.a /}.g.m~m~:tr.~t.Qr.~a C.,I.,~.~.. of the Estate of 9~~.~!?!!~~J~!..~~.~.~Y..~.:.~~.~.. 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....!.!!.~........ day of...~~P.!~.~~.~E ,19..?~at which time you may be present for the purpose of presenting any claims or demands that you may have in si!'1tlt~fCfCK,KELLER..YOHE &DAY Date:September 7,1972 By .. Attornef for Accountant. November 3~1972 CHARLES C.KELLER DAVIS G.YOHE REED B.DAY KENT C.PUTNAM ROGER J.ECKER JAMES S.lAMS LAw OFFICES PEACOCK,KELLER,YOHE &DAY EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON,PA.15301 AREA CODE 412 222-4520 RALPH W.PEACOCK 1902-1972 I Mr.John Hana Clerk of Orphans'Court Division Washington County Court House Washington~Pennsylvania 15301 In Re:Charlotte Florence Verner Estate No.63 -71-793 Date of Death:July 30..1971 Dear John: Per our phone conversation this A.M.,I am enclosing the following: 1.Statement of Debts and Deductions~ 2.A xerox copy of the tax receipt and transmittal letter to Ralph Peacock from Union National Bank with regard to a check drawn for $430.07 made payable to Russell Marino,Agent.It appears by the attached~'receiptthat this was a.J2E!ied to the probate estate . inheritance tax and not on the indiv dual ~of Linda M.Verner. V y trUly yo\s~ PEAC 6K,KE\"LER~YOHE &DAY DGY:dad Enclosures '__'.........._."-__•__.••_.__._......_...~_"'-__•••_._.._...."_,••':o.....-.....~'"--._...._~...........,_'"_...._...........~._.....__<__...._....~...._._._••~._~••"'_'_~_._~....._.... dollars 2%Tax on $_--"-$_ 6 %Tax on $__O~No.:.._1'l~C~C~O~U~N~T_$_-.;4:;l;..:S~2~.7..L.O>.L-1l1I 15%Tax on $_--"-$----------I!JI and 07 /1 OO.,._.._-~--"'------------------­ representing Pennsylvania Inheritance or Estate Tax due from the following estate: "),;"MbN'NEA(TH;'.OF'!PENNs·ytYZ~'Ni; ,...,.t'W-i.~~>...t.:,.,,:.•'~--.":.,.l",:~..,.....--:-"'..-~'-"'-"'--"t.;i;~.:~-~:f:.·Z--,'-~.{::.~.'(· EPARTMENTOf.REVENUEi:"/ifQtY'iJ; ..iClAtJ~ECE •..._,PENNSYLYANtA'INHER1TANtE;1;AND;,:EsT;~\iE~JAX~·2!;::J,'::~~~~j~~~1}~~~~~~r;~~\~~~~k:~~~~~:~'.:i1fl~~!rt'.:(b~~ii~~+~.f.~t~~1-:~f'~;;~~;~irf~-..~:..:'-~:l~:~V,,;~.~:~~~t.~3~~~:;}i;Z:,~~.~~r·.;~f~~W;;~~.:;~·.~".-x~;~f·--;·.~i;}t,..-'-:<'~~;"" %Tax on $~_ Estate Tax,Ad of Nome of Decedent --'"'-'-'-'''''-'-''"''''-''''-'-.......''---'-''''"'''--P..,......E"",-N.:..:(;"",E,,,,-·-,',-"TE...''R'"'-'-'""'1lR May 7,1927 Dote of Payment _~~-.J...~~J.,-...UI..~~!...-!...L..J -j \vASHINGTON ,PENNSYLVANIA File No.63-71-793 Dote of Death 7-30-71 Address 70 EAST BEAU STREET RECEIVED FOUR HUNDRED tlWKX THIRTY DALTON VERNOR-AD~ffi.C.T.A. From:T V E <E ,,·.Cou.nty _~.....-,-.....-,-...:.V;.:;.!A=.::S:::.::H~I::.;:r:.:...'TG:::;..-T=-O.::..N=-------l Remarks: JHO ..•..;;;4 I. I TOTAL TAX CREDIT less five percentum of tax if paid within three months after dote of death fl.lus interest at the rote of __%fram _ to -'--_$--:---------1111 $==4=3=0=.0=7===:~1~~TOTAL AMOUNT PAIDSEAl ._38-196-9 Received bY'o...;~__.9:~~J.l'-'O"~~-I-~~~~!.Pto4.r!-----.I~ NOTE:.In accepting the treinsfer inheritance tax on future estates•.prior to the death of the .e tenant or tenant fcir 'years,as evidenced by this receipt,it is understood that the Commonwealth s all 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}-...L-:;~~~~4.-'~~;__;::_v_--I,coA~~"O"'-J-~-­ collectible for any reason whatsoever, NOTE:To be delivered 10 toxpay,er To ..TENTATIVE STATEMENT PENNSYLVANIA TRANSFER INHERITANCE TAX ~1 a (!J 7 1.Date <2\(.-a-.197/ Date County Appraisecl'----File Real Estate Personal Property Joint Accounts Less Exemptions DATE OF (\[1 IQ ....DEATlL-~~v~~.l d,/-;.7./ --:\--;;'."i .. I!U .,;/State.I --J-I r',".J..;:)K -/9L--'1 File (a.:J --/.-7 '10· Less Debts andAdministrationExpenses__~~~---- TAXABLE AMOUNT TAX 011L @"....%__,_-- TAX 011'-"--'-@ %--~------~---~---_ Amount·Previously Paid TAX BALANCE Interestfl'orn'---to -------- ---0/0 on ~ BALANCE DUE COMMONWEALTH__$JJ·iLl__ DISCOUNT (5ro)IF PAID WITHIN THREE MONTHS FIlUM DATE OF DEATH. PAYABLE TO: REGISTER OF WILLS WASHINGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA (J1J.tfJd,07 a'l (JJ J/./71/ ...'.. THE UNION NATIONAL BANK OF PITTSBURGH MCDONALD OFFICE McDONALD,PENNSYLVANIA 15057 October 28,1971 Ralph W.Peacock,Attorney at Law East Beau Building 68-70 East Beau street Washington,Pennsylvania 15301 Re:Trust Account for Linda M.Verner,73 012128 2,rnheritance'Tax Dear Sir: Weare happy to enclose our cashier's check drawn for $430.07 ,and made payable to Russell Marino,Agent for the tax due on the above listed account.Since the discount mnount of $430.07 is payable by October 30,1971,we trust that you will obtain appro- priate receipt~for such payment on October 29,1971. All five inheritance tax payments on the five trust accounts have now been'paid. i[J7u Robert F.Slack Ass't Cashier &Ass't Manager No.8 ~R~C;;C':;:4:1(8_a68~)c~!:mn:;_:m:lii':I:.m~=Dn_ml'lC!:iZ:lm1mJ~~m_iCIDm~~~~nn~mJlD.mOO~~mli!:C~~J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE11709OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX 2%Tax on $$---------W:ll RECEIVED FOUR HUNDRED THIRTY and 07/100...-.....---------...---...---......---------.....dollars representing Pennsylvania Inheritance or From:DOUGLAS R.VERNER.PAYING ON INn.tIAB.Estate Tax due from the following estate: Address 106 SIXTH STREET ~fcDONALD.PENNSYLVANIA 15057 C..FLORENCE VERNERNameofDecedent----------------1 October 19,1971DateofPayment----------------1 $--------- %Tax on $$---------Ild Estate Tax,Act of May 7,1927 6 C1f T $1,545..00 $452.70YOaxon'----------1111 15%Tax on $$~Date of Death 7...30...71FileNo.63...71-793IL liASHINGTON County ----------------------1 Remarks: J~fO ;/.., TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $1_---=-45::::....:2=....!.:.....:.1-=-O__ 22.63$---------11iI1 $,---------.0 TI 00 ~~[L ~@mTIrnSEAL TOTAL AM~T-R~ID $,==4=30=.=0=7==I~i NOTE:This Tripli'cate Re~eipt to be retained lor 038£'11%...9 (,,/).J () Received by ":::;.r-----:,,'-,~~.--:....--~--=:..-___:::;:~~_\~-+_:,...___:"l"----.ti NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the/(;fe -) •L(~nature tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ,.-'~I I not be precluded or prevented from hereafter assessing additional inheritance tax at the death oI'lhe-_.'\..JV'-~~....I L L- life tenant or tenant for years whenever it appears that such additional tax may be legally due and \"\(Title) collectible for any reason whatsoever.'~,l ""--------~------~------~---~----------------_.------~-~------ __T____________.~__~___________,____~_~_______-____--__-~-_ RCC·4 (8·68)COMMONWEALTH OF PENNSYLVANIA *'.DEPARTMENT OF REVENUE No·8 1171 0OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX i 01/100.....----......._........._-............~._--'.....--.........,....._---dollarsRECEIVEDFOURHUNDREDTHIRTYand representing Pennsylvania Inheritance or From:THO)fAS R.DAPRA...PAYING ON IND.LIAB.Estate Tax due from the following estate: ,Address 106 SIXTH STREET 2%Tax on $$ :McDONALD.PENNSYLVANIA 15051 6%Tax on $l!J 7.545.00 $452.70 ,- File N~3-71...793 Date of Death 1.30.71 15%Tax on $$ f--Date of Payment October 19.1971 %Tax on $$ FLORENCE VERNER Estate Tax,Act of. Name of Decedent c.May 7,1927 $ County n WASHINGTON TOTAL TAX CREDIT $452.70 Remarks: Less five percentum of tax if ,paid within three months after 22.63,JMO date of death $ -~I --Plus interest at the rate of «:;-''1/J..__%from to $ Urn ~[p [L~@illl]l~SEA L TOTAL AMOUNT PAID $430..01 ....---- NOTE:This Triplicate Receipt ta be retained far i dit38110196-9 l"),.it-(/1.. !Received by "..S...I../::~.~!lA./JvY\."'O NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the hfe'"'I •.J.JSignahJ'l"l;;)J'~ tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ....I . ), not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th.e .J<:.-J::..'vC.Cj.J....I.J~Cr([,I .A..JI.. life tenant or tenant for years whenever it appears that such additional tax may be legally due and .-'\.(.)(T'tl~1 collectible for any reason whatsoever.",..I ,) J ,_.~_'_._'-.....----,..-.-0 ~~__~~~_---.-__-......._-......-.,~~~~-,_~_'__-.__ RCC'4 (8,68) No,B 11711 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX i FOUR HUNDRED THIRTY and 0'7/100.....-...-...-..-----...--..--...-..------------...RECEIVED dollars representing Pennsylvania Inheritance or From:DEBBIE LYNN DAPRA...PAYING ON INn to LIAR.Estate Tax due from the following estate: County ---------------------1 liASHINGTON Remarks: Jl,fO $,---------111 $ $452.10 $ $ $ 452.7() $ 22 ..63 $ $-------- $7,545..006%Tax on %Tax on $_ Estate Tax,Act of May 7,1927 2%Tax on 15%Tax on $_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ Date of Death_ ' _-_3_O_..._'_1_----i c..FLORENCE VERNERNameofDecedent -1 October 19,1971DateofPayment --j File No,63-11-793 Address 106 SIXTH STREET MeDONAD,PENNSYLVANIA 15057 430.07 $'=======:I~SEA L NOTE:This Triplicate R':,ceipt to be retained lor a.Jam.lc9.6-g TOTAL AMOUDH-fl.AID ("'J \"''''''.A'rJ /)'-/-- Received by,>__A.--i:,::>":,:,,;'~_'U-_JLX.-----=~~~.......---;......-~-----rl NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of th~life ',..t::(Signature )",/1 ' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth\shall ....'/i'l •n /..;(11'//",J not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the._,~.J<:l''.:!v..,v'''-J (.1 f..,..(/,".J(...l,:~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and \~,\(Titl\l) collectible for any reason whatsoever,',-'v No·8 --~~---~--- - --_.-- - - -----~-----------_......-------.~--_._----~--~--.-~--~~~~----~~ S1:E:RC;C;;'4:J(SI3'6t'i1SIli)::;:;~::wlt:I:i.i:miD:.DrEJ3;:mm::I:':BEm~.mJm.Dm.c::o:nrii:;::;I~~iil!!!Iltr:Bn::B!mm:i:I!imD:t::I~mmJ~l':lIl~J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE11712OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX RECEIVED ...Emm.JWJtmllUm-..1~m~Le.Il.d~~a.o(l!..~-=-~-~-:.:-=-~...~-:.:-=-~-~"':,:-:!:.·~"'~-:..!:-~-="'~-~-~-~"'~-~-:::':-="~"'~-:::.:"'~-~-~"'!:.:-~._dollars representing Pennsylvania Inheritance or From:WU1.lUlIJ:4.l:.L--U.<f--utll.,t:.lD,ll.!UI:.A.L.lIi..WiIL...s.LI1-.LJ.:!UL_¥L.8ll.;1l--__E_st_a_te_To_x_d_u_e_fr_o_m_th_e_fo_lI_o_w_in....:g:..-e_st_a_te_:~~ Address1(~JJM.--SDrtH....&rnEJ~--.j McDONALD PENNSYLVANIA 15057 File No.63....71...793 Date of Death--==,---,---,-",,-=-,---,,-"I" Date of Payment __..!lle:t..Q]:le.r..-X~-.JUi.:l.JL__~ Name of Decedent C FLORENCE VERNER County tvA ON Remarks: J)fO rf 2%Tax on $_ 6%Tax on $7,545.00 15%Taxon $_ %Tax on $_ Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $ $452.70 $ $ $ $452.70 $22.63 $·_--------101 l}00 ~[p [L ~@illlf rn SEA L TOTAL AMOU~.LP.~D $430.07 NO",lM,l,.I_R~I.~b.,,~I".d ,,,'18':'l"!I'6~9 ( )"'(J 7Jf . Received by.~.~~_:G......J()(...I kU'""",,,,-'/\-D NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the lif~-I (SignatUf"et • tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl •~.r·/1 not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the ::.\.f....1..'.'r .~r:....Y (1 life tenant or tenant for years whenever it appears that such additional tax may be legally due and ~\(T'tlei) collectible for any reason whatsoever.'-..-.J I., ~-.------~-,--_.------------------~--~------.~--------------J RCC·4 (8·68) No·8 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE11756OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX RECEIVED FOUR HUNDRED tmmt:THmTY and 07/100---.......•.-----.-......-_.......-...--dollars DALTON VERNOR-ADMR.C..T.A.representing Pennsylvania Inheritance or From:AT EAe CK KE ER D Y Estate Tax due from the following estate: Address 70 EAST BEAU STREET 2%Tax on $$ '~ASHINGTON PENNSYLVANIA 15301 6%Tax on $ON aCCOUNT $452.70 File No.63...71 ...793 Date of Death 7-30-71 15%Tax on $$ Date of Payment Oc ober 29.7 %Tax on $$ Estate Tax,Act of Name of Decedent CHARLOTTE FLORENCE '~RN May 7,1927 $ County \'1ASHING TON TOTAL TAX CREDIT $452.70 Less five percentum of tax if Remarks:paid within three months after JMO date of death $22.63 -1 /Plus interest at the rate of ~:/I ,L.,..__%from to $ NOTE,~;.!;~~~~~~.~.~!~~~~~g TOTAL AM~D,()'_~.430.07 Received by".,<"I..~.0~Y,-,II !J.J-vVy- NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the(lffe"-~SignatureJ.•~/• tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sl:l,all"/',•A 1/(,f.j not be precluded or prevented from hereafter assessing additional inheritance lax at the death oftke.•_:>.JJ ",Y..)~(..-r .,./...,.Q../ life tenant or tenant for years whenever it appeors that such additional tax may be legally due and (T'tl JI collectible for any reason whotsoever.I e ~~-"--Y".'-~--~~~~----------~---~~---~---~-~----~--o:~...,..,......,...... No·8 ~RC;;;C';::!4(8B'68~)~~D::i;m~~m~C~Orn:M~M;;OtnNn:W~EmAJtLTIDH~ODFw:I\1lpEiii.iN;rNlWJSY~L;;;VgA~N~1=Am:D:~iiIIl:mmJ:::~J.m:'l~~~~j DEPARTMENT OF REVENUE11912OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTA!E TAX RECEIVEDFOUR HUNDRED EIGHTY and 00/100• From:ArTY.PEACOCK .William II II Markus Address 70 EAST BEAU ST .............-••-.---..."F..........dollars representing Pennsylvania Inheritance or Estate Tax due from the folloWing estate: 2%Tax on $$.~ WASHINGTON PENNS 6%Tax on $On Account $,__4~8~O...!..:.O~O!......-.__Itll File No.63..11.793 Date of Death_.L::.w.Jo<=..L.I.~--j 15%Taxon $$~I Date of Payment Decembe Name of Decedent CHARLOTTE FLOREN %Tax on $_ Estate Tax,Act of R May 7,1927 $---------11rlI $-------- County \.::.!iA~S::..:H:.:..:I::::..::N:..:..:G~TO~N!-·----------1 Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $_----:4:..,:8-=..O.=...;_O~O,---_ $---------1IiI1 $,----------111 SEA L TOTAL AMOUNT PAID $,====4:!::!8~0!:!.~O~O====IPl NOTE:This Triplicate Receipt ta be :etain~dfar audit 6@~i'96:,"9 ("'-).IlL n~. Received by\,.•1<.,.X./ /n :\{".,,1) NOTE:In accepting the transfer inheritance tax an future estates,prior to the deoth of the IiI:,/\...../(Sign~e)• tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall "..}J~J nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of'the _/r,'"D ,'.-1 I 1./,k ::< life tenant or tenant for years whenever It appears that such additional tax may be legally due and ""',,,A,....(Tiller collectible for any reason whatsoever.~\f _._--------~--,------~--,-,_.-~-,~----~.- ----~--_. ,.,t..'l' 2 :3 o 0 1 2 5 0 1 0 o 0 650 :3 o 0 1 4 o 0 8 5 0 750 7 0 0 o 0 1 7 o 0 1 9 :3 8 o 0 2 0 o 0 :3 o 0 0 2 780 6 625 5 :3 0 1 o 6 9 5 45 1 1 46:3 2 5 :3 9 4 2 681 7 5 0 1 6 5 0 1 1 8 :3 2 2 5 1 4 1 5 :3 4 7 :361>:~ ·00 l' 2 V8 .C Cl Z,3'JC:.c0 ~)::;5 3 .75 LJ (\J 0 .20 )13 )3 .75 5 7)5 :~5 .C 0 .'.~,'~'3 3 .7 5 S B.f\')j .00 -;'"\J ':;g 6/5 5 _~.~)3 .7)T i For Sale by P.O.Naly Co.•Law Blank Publleh.n I U6 Granl St.,P&,h.10,Fa.. I I II I!! !!CHARLOTTE FLORENCE VNlNER of No.106 Sixth Street,HcDonald,I, :--r-~'~-~I ------------~-------~-----IIIIIIIIII!!I. \,~'I "_,I FORM No.lU·D WIL~S·31·52-1Mt't .. I.1£antc lIill anr.IDrntamrut I be funy paid ana Batisfied,'as Boon! Hashington,Oounty of IAny unpaid mortgages at the timo of rry decease will be collected The residue of my Estate,real,personal or of ~matever nature I give and bequeath the sum of $10,000.00 to Doris Fern Dapra, I give and bequeath the sum of $10,000.00 to Dalton Robert !'lei'l in the name of Charlotte Florence Verner and nar,Ied grandchildren, by John N.T.VlaD~er,Jr.and deposited into the savings account, ;n~e~grandchildren,each to share and share alike. I one,:at which time the said savings account will be distributed to Office,McDonald,Pennoylvania.The said account ~dll remain in trust until the youngest nwmcd grandchild reaches the age of twenty- presently held in the Union National Bank of Pittsbur~h,lfcDonald in the name of Charlotte,Florence Verner and named ~randchildren, I want liquidated and deposited into the savings account that is I Verner,my son.(This sum to include son's interest in my'~eal estate)1 I nv daughter.(This sum to include daughter's interest in my real estate)! II I \ III1 I I II t I Fifth: Fourth: Third: Second: First.1 direct that alZ my just debts ana funeraZ expenses I G.t conven~tZy may be,alter my decease. ,0/,Iand State of Penns;'tlvn.nia being of BOUnd mind and memory,do hereby make,I..f!pubZish and declare this to be my Last Win a~d Testament,in manner and form following,hereby I !!revoking any win or wiZls hereto'fore made by.me. .Sixth: into the Union }Jational Bank of Pittsburgh,McDonald Office,}~DonaldJ Pennsylvania. In the event that Dalton Robert Verner,my son,should predecease me,I hereby give and bequeath the sum of $10,000.00 to Linda }1. Verner and Douglas R.Verner,my grandchildren,each to sha.re and and share alike;distribution of Gaid funds not to be made until I I '\., II the youngest of these er:indchildren be t~lenty-one years of age. S~venth:In the event that Doris Fern Dapra,my dal~hter,should predecease me,I cive and bequeath t.he sum of $10,000.00 to Thomas R.D.J.pra, Debby Lynn Dapra and Charles D.Dapra,mw crandchilrtren,each to 1 !share and share alike;di8tribution o~'said f~,do not to be made l/'ll _()~_.until the youne;e::;t of these grandchildren be t~venty-one years of u..!':e..1~•...,-I1;;-/<j7x '~,/L ~ta~d~j,Jk1-AZc/cr-vu-#~~"--O-~d~/;c II/(.J .f..A-"/l....y.,r-=-----0 _iJ '. lJk',I ~7;A<..(~'-5',b{/-~~p~.,~.,A..0-'<1'1. ...,Ii : I III ' : I \. '..' t ~... <" rr [.-.--------- ,-==---".-=-mIII .' ,,. II ~f I i I .. !! '..,.;"r " ...,'.1\ .,., " " . I I 1I ! • ".,...,!'""J',•') :.b ~.rJ: ) ..;I '1j .•j •<• .J.:i..:• ,}" I ·.} .I I r ..,.'J,! ~.: ,....,j ~.. j, 1 \ I I ,. ., ." ".'. ,. I I I II , I -'---,--, Street,McDonald,Vl~shincton County,Pennsylv~nin. I,,. !•), ! l I do hereby make,constitute and appoint .'I John N.T.WnD~er,Jr.of 202 Fifth ,to be my execut or " of this my Last Will and Testament ,, Jln [llitneSs mbereof,1.Charlotte Florence Verner the Testat rix above named,have hereunto subscribed my name and affixed my seal,the fifth ,day 01 !. May in the year of our Lord one thousand nine hundred and sixt7-seven.I I t.fL~~~~~Charlotte F orence Verner , Signed,sealed,published and declared by the above named Charlotte Florence Verner Last Will and Testament her ,as and for her . request as toitne8ses I ,and of each other.~.I 'I.-~d-·l.·~--iI~~~: of 106 SL"'dh Street,HcDonald,Pa.· 1in the presence of us,who have hereunto subscribed our names at.' ,!thereunto,in the presence of said testat r:bcI' I . IJt;". ~.4 ,~ ~!g;.t.\:;z~ j J"'iI: !!I " I .,;·I."·Po··.,;:Iti .. I .....ciI.~.. I I~PoI !l~.Ui I .. I ".....1Il C .. ~0..... ~.... c :!c .. ~,<I~ ~:;; :I~.i c.. .lolc l:!......i iii "t:l ~ Cl)I .. ~,.l B 0tll,,)I ~Cl)I ;;~ICl)Z ~b)0 l:S ~~ I ' • I ,j COpy OF INVENTORY ! Chnrlotto Florol'1f:o VOmQI'" :.} I , 11 September 71 /s/Frederick Favo.Notary Oakmont,Allegheny Co..Fa. xxxxx ·\,/s/Doris Fern Dapra XXXXX,, I s/Dalton Robert Verner -' ( o C.T.A. C.T.A. c&itutltdnmmnb>ltsmOlbttmtut of the goods and chattels,rights and credits which 'were -nltNER McDoaold . of :.late of . Washington County,Pa.,taken and made in conformity with.the above 'affidcrvit. DOLLARS CENTS , I II I... ChGch1Ds oeecunt ...Union Nottenol Bank ...McDona1d Otrice SnVlntJD nccwnt ...PittoburBb NnUono1 Bnnk ...McDOl'I01d OfftCQ Houoohold furn1Ghlnao Ono Dod!!O COUPQ Ibrt S\7iDaor ...1011 modQ1 (Thin QutomobUo t1I.1S sold tor tho abovo tiauro.) TOTAL .:.,..'\..'r'}..r.I c ~l.:·],853 '-16 l.'.. -'.-..- 1•..000 00' ..200 '00,..-'\.0.:"'-..•·...t..30 300 lJ'00,:•; 6,353 16 ,'..... ..;.*".,;. '.;" "\ \ , ""\ - ':ft:H:ilY:J l'it~. '\'!J,i..d'l ....WR·~1.;,l:)..i:":;'!'Ji,e~-~·~~'<'\ ",;'0 ......-'n·,,·t'~'·-J·I."t o,r·.·;....-),.,Q -••'4..'-~U ~'\....,.'~..&,~4''"": /06 0.q CI r rIV[LI'/Y~1 q~""(I:'~.:tc,J!,.tJ \;.;:\ "\",, .,._..,..\'-.t.L '.. CV') ...-..:.-c:c... 0 U-' ~L~t ::;J.c:;::)_TO'::lZ:_..._C 1"'..1,. u...;'r-.. " I ••.......-\... '.' .,of )0 ~•• ~~.."'t.~~~....1~."-.'- .,.. .'. .•.~1 J I "., .' " _1.... ,, ,.... .'.' \...I( \ / / I I l_ ....1:......