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Home My WebLink AboutOC1971-0820 - ESTATE OF ITZKOWITZL 3 -71-11l)j iIII rI!iI tI~j IIIIII '\! I IiI,.,. I I, I It ; \, tIII .__T,.',..,;;.:". IAST \II I LL AND TESTAMEl'rf I IItI j, t{ i, 1 I,MORTON ITZKOVITZ,single,of the Borough of Charleroi, 1 jlwashington County,Pennsylv~nia,being of sound and disposing Iii;mind and memory do on thisjaday of January,1966,hereby .'II make,publish and declare the following to be my Last Will 11hI'II and Testament. Iiqlj ill.I hereby revoke any and all Wills,Testaments and 11II jlcodicilS by me at any time·heretofore made. IIIiII 2.I nominate and appoint my sister,RENE I.ALPERN, lito be the Executrix of this,my Last Wi 11 and Testament and I /tiirect that she be permitted to serve without bond. IIIIII 3.In the event that my Executrix aforenamed should,I llbe unable to serve,or unable to complete the duties of herI lapPointment,then I nominate and.appoint my sister,f\IIIDRED· II.WEISS,to be the Executrix offuis,my Last Will and IjiTestament and I direct that she be permitted to serve without bond, j 4.I direct that my Executrix promptly pay:from out of theIIprocee~s of my estate,all of my just debts includi ng the I 'expense of my funeral and the costs of administration. 5.I give,devise and bequeath all of my property,l,'rhether the same be real,personal or mixed unto my mother,j\'JOLLIE ITZKOVITZ,in fee simple forever. .. I I I II.1 I, .~ iIi .i'..'! ,"~ .~, .,,'.. set my hand and seal Morton IN WITNESS WHEREOF,I have hereunto i111,·day of January,1966. ~..~,---'~1'-Ii,I Ii,I III, IIIIlj 6.In the event that my mother aforenamed should have Iil:predeceased me,or in the event that we should meet our deaths i! llin a common disaster,or in the event that she should not l~ !;SUrVive me for a period of~Q ,says,then I give,devise and rbequeath all of my property~vlhether the same be real,personal i I;or mixed unto my Executrix and I direct that she sell the same Ej~for the best obtainable price,at either private or publicl;- '\ It"le and divide the proceeds as follows: 1140%to my sister Rene r.Alpern,40%to my sister Hildred r. 11.\.We1ss and 20%to my sister Evelyn I.Bernson.IIII 7.In the event that any of my sisters should have I~redeceased me then I give,devise and bequeath her share to 1 Iher surviving children if any.Otherwise I give,devise andj !, ~equeath her share to my remaining sisters or their issue. III II rthis j! I!II IIIIII II' II II, 11I 11np II H,: iiiI on IJ") o o~':' r0 (,0' RECEIPT FOR CERTIFIED MAIL-30~'(plus postage) [ SENT TO I POSTMARK. . k J k OR DATEMr.DOIDlnlcac man STREET AND NO.I Box 178 R.D 12 I~(1.1- I i":(l.,STATE AND Zifl CODE IMono~ahe1a FA 15063 c3 ~6 ONAl SERVIi:'ES FOR ADDITIONAL FEES ..:::::> RETURN t>1.Shows to whom and date delivered-..~IS¢ RECEIPT With delivery to addressee only 6S¢ 2.Shows to Whom,date and where'delivered ..3S¢ SERVICES With delivery to addressee only 8S¢ DELIVER TO ADDRESSEE ONLy SOd SPECIAL DELIVERY (2 pounds or less)·-45¢Ioz POD Form 3800 NO INSURANCE COVERAGE PROVIOED- July 1969 NOT FOR INTERNATIONAL MAIL (See other side)'*GPO:19690-358-312 STICK POSTAGE STAMPS TO ARTICLE TO COVER POSTAGE (first class or airmaill, CERTIFIED MAIL FEE,AND CHARGES FOR ANY SELECTED OPTIONAL SERVICES.(see front! 1.If you want this receipt postmarked,stick the gummed stub on the left portion of the address side of the article,leaving the receipt attached,and present the article at a post office service window or hand it to your rural carrier.(no extra charge) 2.If you do not want this receipt postmarked,stick the gummed stub on the left portion of -the address side of the article,detach and retain the receipt,and mail the article. 3.If you want a return receipt,write the certified-mail number and your name and address on - • a return receipt card,Form 3811,and attach it to the-back of the article by means of the,~ummed ~s:Endorse front of article RE.TURN RECEIPT REQUESTED.4:lf you want the article'delivered only to the addressee,endorse it on the front DELIVER TO ADDRESSEE ONLY.Place the same endorsement in line 2 of the return receipt card if that service is requested._ 5.Save this receipt and present 'it ifyou make inquiry. .....Ll;; f'".~ U.S.POSTAL SERVICE OFFICiAL BUSINESS Postmark of Delivering Office ¥:::~~ PENALTY FOR PRIVATE USE TO AVOID PAYMENT OF POSTAGE.$300 --I HOR1.1ELL.TK:PJ1ST.SHE.l0NS. BIGI &l~ELE:NYZER Attorneys at Law 411 Washington Ave. Charleroi,Pa.15022 ,~o SENDER INSTRUCTIONS :;;.Print in the space below your name,address.including ZIP Code. -:•If special services are desired,check block(s)on other side.~..,g •MOisten gummed ends and attach to back ofarticle. po( po( COM E~ Ie IORE~~RN JackmanSENDER:Ie sure to follow Instructions Oil other side PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) D Deliver ONLY to addressee 11 Showto whom,date ~Jnd address lYJ where delivered REGISTERED NO. ~tT1~c:~ RECEIPTReceivedthenumberedarticle de:scribed be-'ow ~ SIGNATURE OR NAME OF ADDRESSEE (Must always be filled in)n~.tT1 1-1 'SERTIFIED NO./.J ~-\.~- .630053 INSURED NO. DATE DELIVERED 1)- I~'5---72- 4 SH~O~tJE~}c(OnlY.if requested,andinclude ZIP Code)"ZJ1&-n"H'f<iJ~/stu;; :;0 tT1Dc: tT1 rJ) ~tT1t::l STICK POSTAGE STAMPS TO ARTICLE TO COVER POSTAGE (first class or airmaill, CERTIFIED MAIL FEE,AND CHARGES FOR ANY SELECTED OPTIONAL SERVICES.(see front) 1.If you want this receipt postmarked,stick the gummed stub on the left portion of the address side of the article,leaving the receipt attached,and present the article at a post office service window or hand it to your rural carrier.(no extra charge) 2.·If you do not want this receipt postmarked,stick the gummed stub on the left portion of •the address side of the article,detach and retain the receipt,and mail the article. 3-:If you want a return receipt,write the certified-mail rnumber and your name and address on , a return receipt card,Form 3811,and attach it to the back of the article by means of the ·gummed ends.Endorse,front of article REJURNRECEIPT REQUESTED. 4.If you want the article delivered only to the addressee,endorse it on the front DELIVER TO •ADDRESSEE ONLY.Place the same endorsement in line 2 of the return receipt card if that service is requested...l5.S,,,thi'''''i,j "d ,,,,,,j it it ""m,k,i","i". RECEIPT FOR CERTIFIED MAIL-30~'(plus postage) SENT TO POSTMARK J.Cernuska OR DATEMrs.Anna STREET AND NO.}~J 'Il ~Box 176 B.D.#2 P.O.,STATE AND Zl~CODE MODon~ahe1a PA 15063 S~~OP ONAl SERVICb FOR ADDITIONAL FEES RETURN ~1.Shows to Whom and date delivered ............15¢ RECEIPT With delivery to addressee only ............65¢ 2.Shows to Whom,date and where delivered ..35¢SERVICES With delivery to addressee only ............85¢ DELIVER TO ADDRESSEE ONly ......................................................SOli ---sPECIAL DELIVERY (2 pounds or less)..........................................-45T M LO do C'?<.0 Q Z POD Form 3800 July 1969 .NO INSURANCE COVERAGE PROVIOED-(See other side) NOT FOR INTERNATIONAL MAIL "GPO,••6.0-358-3tZ --I I I-I -I -I---------- ft·""'~~~(~.11\,._-__ __ t't..,"]PENALTY FOR PRIVATE USE TO AVOID - \,-,./'PAYMENT 0..L!'0STAGE;·$300 -- '-JIPostmarkofPeliveringOffice U.S.POSTAL SERVICE OFFICIAL BUSINESS ..~.. f'"T.'"~.- o.....~ ~• 0z,...,... COMe~ Ie SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code. •If special services are desired,check block(s)on other side. •Moisten gummed ends and attach to back ofarticle• HORMELL,TEMPEST,SIMMONS, BIGI &~ELENYZER Attorneys at Law 411 Washington Ave. Charleroi,Pa.15022 IORE~~RN CERTIFIED NO. DATE DELIVERED ::tltTl,Q '("O~lll"'y"'i"'f-rc-q-u-es---;t-ed".-a-1l'd---;i""lle--;l-ud"e-Z:';;I~P~C""od7e~)c::: trJ ...../iGr sj;J.r-/2/}!~ _~__n)\lV..l'"IINSURED..~ J ackmanSEND!R:Be ~!1fe 10 follow ;!!~fr!1dlM!Of!tlfl!u Aid!';----~:l PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S)::tl (/1dditiollal charges required for these services)tTl IVI Showtowhom.dateandaddress 0 Deliver ONLY d ~where delivered to addressee ~ ';1.EGISTERED NO.I\.SIGNATURE ,OR NAME OF ADDRESSEE (Must alwa"ys be filled in)~ Cl tTl I-t )"t."l..........~I of"'--~....-'-'\.~..,\LJ £..,I '-4_(,.#t"C .~,ftO...,,~~~~'~~~~M~","."~.._.~..n.~ "I STICK POSTAGE STAMPS TO ARTICLE TO COVER POSTAGE (first class or airmaill, CERTIFIED MAIL FEE,AND CHARGES FOR ANY SELECTED OPTIONAL SERVICES.(see frontl 1.If you want this receipt postmarked,stick the gummed stub on the left portion of the address side of the article,leaving the receipt attached,and present the article at a post office service window or hand it to your rural carrier.(no extra charge) 2...If you do not want this receipt postmarked,stick the gummed stub on the left portion of I the address side of the article,detach and retain the receipt,and mail the article. 3,If you want a return receipt,write the certified-mail number and your name and address on a -return receipt card,Form 3811,and attach it to the back of the article by means of the \J .gummed ends.Endorse front of article RETURN RECEIPT REQUESTED. 4.If you want the article delivered only to the addressee,endorse it on'the front DELIVER TO ADDRESSEE ONLY.Place the same endorsement in line 2 of the return receipt card if that service is requested.-• 5.Save this receipt and present it ifyou make inquiry. RECEIPT FOR CERTIFIED MAIL-30~'(plus postage) :l-> NO INSURANCE COVERAGE PROVIOEO-(See other side) NOT FOR INTERNATIONAL MAIL "GPO,19690-358-312 POD Form 3800 July 1969 SENT TO POSTMARK Mrs.Gustina J.Rossi OR DATE STREET AND NO. Box 341 Ma r Rjck Ma noT ,R.I)•#1 P.O.,STATE AND Zl~CODE Id..-l l \1MonQn~ahe1a.PA 15063oIONAlSERVICESFORADDITIONALFEES RETURN ~1.Shows to whom and date delivered ............IS¢ 'S6 fRECEIPTWithdeliverytoaddresseeonly............6S¢ 2.Shows to Whom,date and where delivered ..3S¢SERVICES With delivery to addressee only ............8S¢ DELIVER TO ADDRESSEE ONly ......................................................SO¢ SiiE-CIAl DELIVERY (2 pounds or less)..........................................'4-5'¢ Q Z \.. N L() aq. (V) u) Postmark of Delivering Office SENDER INSTRUCTIONS Print in the space below Your name,address,including ZIP Code.1-If special services ;:Ire desire.d,check block(s)on other side.V-Moisten gummed ends and attach to back of article. HORMELL,TEiiiPEST,SIM~ilONS 'J BT~1 &UELENYZER Attorneys at Law 411 ;;ashinGton Ave. Charleroi,Fa.15022 IVE~~RN ~---~-- I I,:.::t;':fI:..'~",,",,:,1 <,:)v ~.I'2 P.NALTY FOR PRIVATE USE Tcr AVOID-- \PAYMENT OF POSTAGE,$300-- u.s.POSTAL SERVICE OFFICIAL BUSINESS x~~coI ;''".,. J, 'il 0r-.~ ,;0z 1-1 ~1-1 COM E~ Ill·Do PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these serviees)• JackmanSENDER:Be sure to follow instructions on other side ~ ""'lc::~ :;0 tr:ln tr:l I-l 'i:l ""'l :;0 tr:l .0c::tr:l C/) ""'ltr:l t::1 13""0 L'":'" D Deliver ONLY to addressee SIGNATURE...O.E1AWlllES~EE'S AGENT,IF ANY 'I ~),)41.'Wi~,',l~ SIGNATURE DR NAME OF ADDRESSEE (Must always be filled in) RECEIPT Received the numbered article described below Show to whom,date and address where delivered[i] DATE DELIVERED CERTIFIED NO. REGISTERED NO. ":-f'ij_n'5W STICK POSTAGE STAMPS TO ARTICLE TO COVER POSTAGE (first class or airmaill, CERTIFIED MAIL FEE,AND CHARGES FOR ANY SELECTED OPTIONAL SERVICES.(see frontl 1.If you want this receipt postmarked,stick the gummed stub on the left portion of the address ,...side of the article,leaving the receipt attached,and present the article at a post office service ,window or hand it to your rural carrier.(no extra charge) 2.If you do not want this receipt postmarked,stick the gummed stub on the left portion of the address side of the article,detach and retain the receipt,and mail the article. 3.If you want a return receipt"write the certified-mail number and your name and address on a feturn receipt card,Form 3811,and attach it to the back of the article by means of the gummed ends.Endorse front of article RETURN RECEIPT REQUESTED. 4.If you want the article delivered only to the addressee,endorse it on the front DELIVER TO ADDRESSEE ONLY.Place the same endorsement in line 2 of the return receipt card if that service is request~d.• 5.Save this receipt and present it if you make inquiry. RECEIPT FOR CERTIFIED MAIL-30~'(plus postage) SENT TO POSTMARK OR DATEMrs.Mary .I Mann STREET AND NO.'~/il-l.l-Box 179 ,R.D.#2 P.O.,STATE AND ZIP CODE ~Mon ~m~llP~~I~ES F~.'1nDITIOJrl9E~3 5:6 RETURN [>1.Shows to whom and date delivered ............TsT- RECEIPT With delivery to addressee only ............6S¢ 2.Shows to whom,date and where delivered ..3S¢SERVICES With delivery to addressee only ............8S¢ oruVER TO ADDRESSEE ONLY ......................................................SOlt -sPECIAL DELIVERY (2 pounds or less)..........................................--4"5¢ o LOoo M <..D' ·cS Z POD Form 3800 July 1969 NO INSURANCE COVERAGE PROVIDED-(See other side) NOT FOR INTERNATIONAL MAIL *GPO,19.90-3S8-312 .-IS \"-:. Postmark of Delivering Office-...------- ':"' i",,"'[":a i:;b--:~-~------2 p'ALTY FOR PRIVATE USE-TO-A\l&ID~-- PAYMENT OF POSTAGE,$300 ------ u U.S.POSTAL SERVICE OFFICIAL BUSINESS x~!~ HORMELL,TEMPEST,SIMMONS. BIGI &j,:ELENYZER Attorneys at Law 411 ~ashington Ave. Charleroi,Pa.15022I o SENDER INSTRUCTIONS :;:;Print in the space below your name,address,including ZIP Code. '--:.•ifspecial services are desired,check block(s)on other side.~•MQisten gummed ends and attach to back of article. 1""'1 1""'1 COM E~ Ie IORE~~RN PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional chargcs required for these services) Jackman .'SENDER:Be sure fo follow insfructions on ofher side :::0tTl0-3c:::~ ~n tTl I-l "00-3 :::0tTl .0c::: tTl Cf.l 0-3.tTl~tjl ! -v''''''.~1....--...'-'" AGENT,IF ANY D Deliver ONLY to addressee / RECEIPT Received the numbered article described below SIGNATURE OR NAME OF ADDRESSEE (Mu-'st-a-;-l,-ca-y-S-;-be-fi-;C/C;-le""'d-:"in-'j- Show to whom,date and address where delivered[!] CD E~.J.!L(":?.L I@17-~)~,-'~,-/ DATEDELIVERED:-----71+s'7Hc::-O".,w-fW'HERE DELIVEREO-fo,ily if ,'equested,and include zip Code) //\)/)'?-:/J tJZ1.f? (/1:%J 0" J ~"r;-.n ,,'_v/("/;·tt 4~1..7 t:::.,J ./!I', CERTIFIED NO. REGISTERED NO. i)-1(- c-t 3-7/-~;z--IJ 1\ffibautt OOf 1£xrrutnr {@r 1\bmtutatratnr ~tate nf 'euu.aylualtia } <!tnumy nf lIa.a4iugtnu .a.a: Personally before me,the undersigned authority,a _)~2!~_~Y._~1?.p·.~in and for said County and State;appeared ~~!?:~~..~~!J?~.~!?__.who,being duly sworn according to law,deposes and sa,ys that he is the e~ecutor or administrator of the es- tate of ~~~!~_~..J!~.~.~y.=1_~~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .M9.r.tQn...I.tzKQY.i.tZ., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. ..'lcTX ~ d "I SfwQrn.O.·an~d:,.s..t!..tqbS.C,rtbed.be1 f 9ore;U this }$:4J~.~~.~, .~~.tJ ,~..,..~~C........·1....·..·Executo;~AdJJ~i~t;ator.........~:f ;,:(f..~. LUCI LL~'E.'COSTELLO,NotarYPLlblTc . Charleroi,WashIngton (Co..Pa.ADDITIONAL INSTRUCTIONS MyComm.i~~D ~eirl4!et!eotY7must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 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 .iuueutnry aM .Apprai.aemeut of the goods and chattels,rights and credits which were of ..M9.~1:.9.P:...lt.?;Jq?y.i.:t.H.Jate of th~aO'~Qu.gll 9.!CQax:J.e-*.Q;i . Washington County,Pa.,taken and made in conformity with the above affidavit. J DOLLARS CENTS Checking acct6'pgh.Nat'l Bank,Charleroi Office Cash,Safe Deposit Box,Mellon Nat'l.Bank &Trust COe, Charleroi,Office Acct.#064-500060,Charleroi Office,Mellon Nat'l.Bank & Trust Company Acct.#4514 -Charleroi Federal Savings and Loan Ass'n. Etta Stephenson,rent Cash,drawer of office 1964 Pontiac Sedan,four door Savings Certificate #G89774,Western Pa.Nat'l.Bank Wellington Fund,Inc.337 shares at $11.23 Channing Income Fund,Inc.362 shares at $7.37 Equitable Gas Co.,100 shares at 34-5/8 Mellon Bank Savings Certificate E-39992 """"E-39979 """"E-39968 """"E-39967 """"Q-07861 """"Q-07844 Mellon Bank Savings Certificate K-09080 Certificate of Deposit,1st Federal Savings &Loan Ass'n ot Pittsburgh #5214V #6355V #5291V Coins,in Safe Deposit Box One share,Fairhope Oil and Gas Co. Dividend Check,New York Life Insurance Co. Borough of Charleroi,Com.Del o wage tax,July 1971 """""per capita tax,July 1971 Charleroi Area School District Commission,wage tax Insurance Premium,New York Life Insurance Co. Realty,911 Crest Avenue,Charleroi,Pa. 3680 73 1000 00 5375 70 11206 31 55 00 75 00 150 00 1000 00 3784 51 2667 94 3467 41 2000 00 1000 00 1500 00 3000 00 3800 00 2200 00 6000 00 2000 00 3000 00 2000 'l 00 15 I 31 No Vaue 6 53 321 83 10 50 676 95 6 53 8500 00 v}lO TOTAL $68,500 25 fJo - Hd~hL,_ :l"11 ..1..:J..-J aE 01 U~ I . J •...,,,\~fl7' :OMMON-WEALTH OF PENNSYLVAHIA DEPARTMENT OF REVEMUE ~UREAU OF COUNty COLLECtiONS APPLICA TION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT J I ~PPLICArlON DATE Noyember 22.1971 'to THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for COl'l'sent to the transfer of the following securities of (j Pennsylvania Corporation or a Netional Banking Associ'atron located in p'ennsylvania: (0)100 (b).Eguitable Gas Company (c)Common '. (NOTE:In describing securities enfer in (-0),ab Ote,either the number of shares of stock or'the face omount of registered bonds,in (b),the nome of the issuing compony ond in (c)the class of stock or the S'fa1edinteres.t rate c*nd maturity date of registered bonds.) ISSUED ON---'"-"--,and having a TOTAL MARKET VALUE OF S-=3..L.,4.;;.;6;;...;,7...;::.,...;;4=1 _ (Dote) 'cis of'thedate ~f death of the decedent,_--:M;,;;,o_r...t,;..·o_n_·.....I;;;;.t_z_k_o_V_1_·t_z ,on August 8,'1971 (Ha",e of Decadent)(Data of doath) n (State) wh'G w'as lateol 911 ~r~e=s.:.t....:A:.:v~e=n.::ue:::::-_-.;;.Ch:.:.a=.r:::..::.le~r=..~o;::,i W_a.....,_sh......_i_n.::;.g_t_o_n__---r~~n-n-s~y-l-v-a-m...;.·..-a....., (Stroot and Humber).(Polt Office)(County) ~he secoiities are teg'stered os ~llows:_~.M~o~r~t~o~n~.~It~z~k~o~V~1~·t~Z~._._~~~~_~ (Ho",e or name.In'which ce,tlflcate.o,e ,egl.tored) .I 5865 Alderson Avenue Apt.7,Pi·ttsburgh,Pa. COMMONWEALTH OF P'E~NSYLVANIA -DEPARTMENT OF REVEt{UE CONSENr TO T~ANSFER SECURITIES DA-TE Nov.23rd.197 1 I her'eby con~eri't to the tfansEer of the ab'ove securities now h!gistered in th~,name of the aforesai-d ADMINISTRA'TO~)-MJ;s.Rene I.Alpern EXECuTOR ,)(Namo) NAME OF'APPUCANT --t=~~:':"':-_t-..,;;;;;;;..--'o"'-"'-~~..,--,,"",-.;...o;. 'r ! COUNTY f=1'LE NUMBER{1-1J -.t~(';ADDRESS OF APPLICANT__~::z::=~~s.o.::::;p.4---_ BUREAU FILE'NUMBER .J~SIGNATURE OF APPUCANT--;"~fI¥----?~~~:==:::::~__~otICE:IF,'YOU FAIL TO PRO,PERL Y FILllH ANY PORTION OF THIS AP C'ONSlOERED COMPLETE AND WILL BE RETURNED TO YOU FO Dotedent and waive the filing of a certificate c\~rtjfying to the payment of the transfer inheritanc~tax to which '.,'.'....'1 . tho,property of sai'd Decede""is made subject pursuant to theprov'isions of the Act of June 20,1919"P~L 521, I oS amended and the Act of Ju-ne 15,1'96'1,P.l.,373,as amended.This is also in accordance with theprov.isions of the Act of April 9,1929,P.L.343. This Co'n'senf to Transfer'thellerein des'cribed p.operty operates only in reference to the estate of the abctn-named .Dec'eden't. Si9~;4??"~, By·.~ (Slgnaturo) Register of Wills Washington (Title)(County) ,I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..(L)c:J.;,ooQ'~~'Iiiii"'__"""""""""""""""" IMPORTANT:This return must be completed in detail and filed in duplicate, 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,an!!EstateXax Act of 1961.) RESIDENT DECEDENT ~ Form RCC-33 ......MQr..t Q;':;::.=::'.;:..~.:~~:.~:~~~~OF }=;;::=- (State full name of decedent)lO#"lI~ Late of ..Wash.ington........................County Rene I.Alpern Executor and sayS ::.:'.~~:::;~;:::-:-_:::-_:=}'" ...........................................................R~:n.~~....A~p~~:n.. of the estate of the above-named decedent being duly sworn,depose S DecedentdJed Au.gu.s.t...Y....,19 7.1.,)testate 'leaving a last will,copy of which is hereto attached.} (Month)Inoy)(Y~ar)Lintestate o therNaam:t:::i:::r::~r:fse:\tao:;::::}John~"<::<:>~~~~~<:>L?~q......~~~.<:>~l1eyC\~.~.~........... whom all correspondence should be 418 Washington ..Avenue,.Charleroi,Pa... mailed. That as such f}.~~.9..Y.:!;.~.i.X deponent is familiar with the affairs of said estate and the property con- (Executor-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 Mellon N"ltional Bank &Trust Co..6 Tt:.,.knuitz Charleroi,Pennsylvania ~ That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part h~reof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page or record thereof.It also sets forth in the columns provided therefore the assessed valuation of each or said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,do1'll1 toth/e last interest day prior to decedent's death in the case of savings banks,and to the date of deced~nt'~3eath in all other cases;all bonds,postal savings,treasury certiricates or notes and other evidence of In- .--debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~,br of any foreign country,which are owned at the time or death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and ~ny and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortg6ltes held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the race value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other ppoperty owned or bequeathed by the decedent at the time of de~th. 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)~homltransferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature Tegarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a CODY of the deed,trust agreement or other instrument creating the trust.Ther'~is also set forth in said.\schedule a list of all property,real and personal,·with its value,Which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,eiUier ~incfividuaTly or.JjointlY""bY thel w;i·n;,,deed,or other instrument of another, With a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and.relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf 'of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's 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 Irnpaid at time of death;taxes accru~d chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this l...~. :::_'j.~~:?_~l~~~ r ,~~·f:~OSTELLO'Notary Public Charleroi,Washington Co.,Pa. My Commission Expires May 30.1977, .~R.'(j....!...!v?~.~..=_ _.(ExeC'Utor-Ad~1~~~~j~ (Street Number) (City or Town and State) 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 column #1 in the "Summary"has been properly completed as above-directed. 1_ ,. RCC-34 (1,-64) COMMONWEAL"fH OF PENNSYLVANIA DEPARTMENT'OF REVENUE BU>REAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE IIA" -REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule liE".Property held by the .de.cedent 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 Commortwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by whi ch the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acc':ued Interest on mortgages,etc.,are to be listed on Schedule "Fit and must not be deducted from this schedule. (1)(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) Real Estate situate in Charleroi at 911 Crest Pennsylvania. the Borough of Avenue,Charleroi $8,500.00 ,,- X'SeJO'OO Insert this total opposite IIrea l property",Schedule "A"in the X X X X X liAs Reported"column on the last page of this return. RGC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in 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 No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Checking Acct.,Pgh.Nat'l.Bank Charleroi Cash,Safe Deposit Box,Mellon Nat'l.Bank and Trust Co.,Charleroi,Office Acct.#064-500060,Charleroi Office, Mellon Nat'l.Bank Acct.#4514-Charleroi Fed.Savings &Loan Etta Stephenson,rent Cash,drawer of office 1964 Pontiac Sedan,four door Savings cert.#G89774,Western Pa.Nat.Banl r Wellington Fund,Inc.337 shares @$11.23 II Channing Income Fund,Inc 362 shares@ $7.'::7 v Equitable Gas Co.,100 shares at 34-5/8 ~ Mellon Bank Savings c~rt.E-39992~ "II ""E-39979 ;/ """II "E-39968 v- " " ""E-39967 v- " " ""Q-07861 v " " ""Q-07844 v Mellon Bank Savings Cert.K-09080 ~ Cert.of Deposit,1st.Federal Savings and Loan Ass'n of Pittsburgh #5214Vv #6355V r/ #5291V ,/ Coins,in Safe Deposit Box ) One Share,Fairhope Oil &Gas Co. Dividend Check,New York Life Insurance Cc. Borough of Charleroi,Com.Del.wage tax July 1971 $3,680.73 1,000.00 5,375.70 11,206.31 55.00 75.00 150.00 . 1,000.00 3,784.51 2,667.94 3,467.41 2,000.00 1,000.00 1,500.00 ·3,000.00 3,800.00 2,200.00 6,000.00 2,000.00 3,000.00 2,000.00 15.31 no value 6.53 321.83 ali 'JO()C,OU t),31S"7 D 1/,J~(,J31 S£,o tJ 0 '15'·"(),s 0,0 0 100d...c90J1(jLj..5'I ~/~~7,q'f ;jJ 4 ~7·'-(I:l/~OOd)0 ''I."cH),()CJ$"tJ (),0 (jI..30~d.OU 1tf~0.(}c:J ~,;.."()•~0 {Pt'oo,oel 7 :??/""o.0 (J 3,00 o·0 0 ~l>oo.(Jo,IS",3 I tax July 1971 Charleroi Area School District Commission wage tax Insurance Premium,New York Life Insurance "II ""II per capita 10.50 676.95 6.53 TOTAL $60,000.25 -~(j 0 Qt).d-,.j Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. RCC'-30 ::;" ,COmfON1\'EALTH OF PENNSYLVANIA Tfu\NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFEilS 1 (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_n_o _ (3)If th~answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer no (b)State of decedent's heal th at time of making the transfer,(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)~n~O~__ (b)What was the transferee's age at time of decedent's death?__D~QL-__ (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 thEe'property transferred? (Answer yes or no)__~n~o~__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~n~O~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ~------ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)no NOTE 1:The answers to these questions should be supported by affidavit by the 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 NONE MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. , ~C\M\h)NWEi\LTH OF PENNSYLVANIA C':;\:-;::;rFlt T~HF1UT'\Nr.E TAX ltFqlrE~T DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I\SrRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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 lITlder 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",l)lus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,N~me-,Uni t ,percentagj----·Estate Address and Relationship of Co-Owners,and Place l Value Share Valuation of Record of Instrument,where Rea~~state.__1_1 _ u.s.Series E Bonds DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Morton Itzkovitz and Rene I.Alpern two (2)$100.00 bonds issued September,1943 -I r 1.t4-~ one (1)$25.00 bond issued Jan.1944 one (1)$,50.00 issued December,1945 five (5)$100..00 bonds issued Feb.194,4 one (1)$50.00 bond issued June 1944 one (1 )$50.00 bond issued Feb.,1952 one (1)$100¥00 bond issued Feb.,1952 one (1 )$50.00 bond issued April,195= II 379·i f I t> J..jt,t 3 o7.~? Cf 3~,~n 9/,?1 1ift ).g r I tf8,6' .- 13lll 7J Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. -- Rcc-jf'(1'2-63) COl\tl\fONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Rea x.AlPSX'D at.tee lfe$ -:5865 Alder:son St.-~-.......•rae , • " .' " " .' .' ", " " " .' - " - -- ( h Deponent ftlrther says that all the above-named beneficiaries are living at this time e~cept below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT MORTON ITZ~QYI~ Deceased OF THE ESTATE OF .~.. :~...,'i:l =c :0 ~~~:J-I.::s 1 tn ...-:~~§:r+ct»llJ ~...,...-0 :.....til 't:l:'<'i:l ct>..,..,::r:.g ~ :CD : .~.::.....:::J ~.,::0..:0 )::~:.:CD -<IT-<IT:0':00:0 i. ;.:lJ1 :0 :0:0 :0:0 :.:.:0:t>J :0:lJ1 . (Executor-Administrator must complete "As Reported"column #1.) ..., llJX llJr:r~ tr:1til....llJet Cl..,otiltil Year .. P.I1 THE ~No. Will Administration Late of'J:'h~BOI:'o\lg:tl.c:>:(<::I1~~J~~():i. County of VJ'G\sh:i.J:'l9'ton Commonwealth of Pennsylvania REPORT AND APPRAISAL u:Jc::~y ~~:>=c~:-.-.-.><:W en u:Jnn?'"?'"?'"o ea >~::::......................... ~~~~~~ :>til .Vd ..0:)N·J.'d~IHSV1\\ SlllM .:!O il,J1SI~3H ON Ibn~:IT3:;SnH =cct>~'O~0-..., etc.......... ~~~~-€P-~ 2£01 I~U B Hd~~L, 'OJl'.:l \.J: ~<:)"•~:~:k>~.~.i:..0~·.<10 : (;'-:Q.:~,1~.r.OVlu:8 :o('t~::(t l-v:0...,_,•.2.il G>:l0yl}2. , ~, I Form RC C·lO •I.' REGISTER OF WILLS WashingtonOF__....:.-_---..:::.-COUNTY AND AGENT OF THE COMMONWEALTH t,...3-7/-fr;l-O STATEMENT OF DEBTS AND OEDUCTIONS '"'""o:,o,cno".A".Oj'~i1s:J 197.5RUS~FIf ..~;;i~i;;' YEO . ESTATE OF Morton Itzkovitz LATE OF _..;;;;B;..;o;;.;;r;;.,.OL1=..g~h~o;:.;f~'·_,C=h:.;;a;;,;;r:..:l~e:::..r~o..;;;;i=--_ AMOUNTNAM&:OF PAYEENO.OF VOUCH"" DATE OF FILING APPRAISEMENT ;\;}'.2:::'~._i~,.1.)7.L OATS OF DEATH ~F==="':::"'-~-=:"="~------ DATE Cardiology Associates Michael Melinchak Phili Sue Washington Co.Re orts Medical Care Funeral Servi es Funeral Dinner andReimbursementforProbate Funeral Dinn Advertisin clare Costanza Register of Wills Bell Tele hone Phone South Hills Insurance Agenc Columbia Gas of Penna. Michael Melinchak Beth Shalom Cemetery Beth Shalom Cemetery Ga dos Monument Com any Reile Al rn ostello Borough Wage Tax Collector School Distr~ct Wage tax co Re ister of wills Advertising Letters Wages Filing Inventory Insurance Premunim Gas bill Lettering on grave marker ~ave opening and grave Perpetual care ~ave marker Accountants commission Attorne •s fees Delinquent taxes lector Delinquent taxes .1.costF11ngaccountandaud1t 12 50 384 00 00 34 82 15 00 6 54 46 80 335 00 30 00 45 00 3,900 00 3 900 00 4 85 4 85 100 00 TOTAL 10,295 87 --i----DAY 01' I.----W,;:&.I:i;~---.:~---:u.:::¥~!::::!:!.~-----------HEREBY CERTIFY.THAT.TO THE BEaT OF COUNTY OF-=-_--'...1L.::::::~.::.::::.:~~~~--}sa: MY I(NOWLe:DGE AND BELIEF,THe:FOREGOIN IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE EST"TE OF --------.-----DECEASED,AS DEDUCTION$FOR INHERITANCE TAX PURPOSES. LUCILLE E.COSTELLO,NotaryPubli~ Charleroi,Washington Co.,Pa...' ,My Commission Expires May 30,l'nij RcC-at (6-73) COMMONWEALTH OF PENNSYLVANI A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT RENE I.ALPERN (Executo~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-197-8 J In Re:Estate of _....:..M.::....O--=R.::....TO....:......:..N.:....-....I....:..T--=Z=--K_O_VI:....=-T Z..:--_ __W_A_Si_I_N_G_T_O_N__County -Fi Ie No.63-71-820 Dear Ms.Alpern, You are hereby notified that the o~r....i-'l!lgL.:!:i,...,n~a~l!:._------------ appraisement in the estate of MORTON ITZKOVITZ has been fi led in the office of the Register of Wi lis of WASHINGTON County on April 15 ,19~,Said appraisement reflects the following valuations: Real Estate ........,.8......,....,.5.....0.....0...........,0.....0~_ PersonaI P roperty __6_0_,_O_O_O_._2_5 _ Transfers _ J0 intIy Owned __--='::1~,--=8::-:9=_47·=--3:::...0:::...__----- Total 7_0...=...,.....::.3_9_4....:.•....:..5....:..5 _ 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 this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act ~f 1961,72 P.S.2485-1001,P.~~ Date Apr1115,1974 Signed ~~~~ Titl e __C_H_I_E_F_AP_P_R_A_I_S_E_R_I_I _ DATE OF DEATH:August 8,1971 Note:This is not a bi II. • _,""-:I RCC~<l9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ITZKOVITZ MORTON (itast Name)(First Name) \ DATE OF DEATH 8-8-71 (Initial) FILE NO.63-71-820 REPORT OF INHERITANCE TAX APPRAISER Dated:April 15,1974 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", "C",and "E". LMJ=Z ~~ INHERITANCE TAX APPR'AlSER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) .Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED $------4-- 70,394 55 none 70,394 55 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $-------+-- $---------4-- $-------+-- .$---=----.-.f=-.."....-$Y O/C/5;0 $_--"~~{)/:.....Lc(---I-y_o_ :==%=t=V=3=~~S'= TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on $~--2% Tax on $~--6% Tax on $--------~--5% Tax on $----r'--:--..,.......,.....,.~.....,..,,.,....._10% Tax on ${p6 09.}t?J ~ ~~ptioos * Total Estate ---1-__ BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $L- Estate tax paid $L-- BALANCE DUE $--.-...JI_ Add interest at rate of 6%from t= ------lto-----$---------l TOTAL TAX BALANCE $----~ PAID $.....J FOR liSE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.AdmInistration IN THE ......Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF ..MQR'rON ..ITZ.KOVI.TZ .. Deceased Late of ..G~~R9.I.. County ofWASI:I:r.NG~~. Commonwealth of Pennsylvania REPORT AND APPRAISAL o ,/, " r.. ;-; ?v.,~ I I ----------.---------------------::------------~-~.-~_:l~! Fonn RCC-2 DEPAR1MENT OF REVENUE BUR~U OF COUNT'Y~COLLECTIONS HARRISBURG.PENNA.r712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT iNHERITANCE TAX APPRAISEMENT DATE ~P~~.~~.~.'.~.~.?~. COUNTY ~~.~h.~.~9.!.2~. FILE NO §.~.~.7.!~.e.2.Q .. Whereas,.MORTON I.TZKOVI.TZ late of 9.~.~R9..J.;.. in the County of ~~m.~.q?;9.N Commonwealth of Pennsylvania,having died on the eiqhth day of #.P,9Y.$..t.19 71.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,;f~9..~~~.~9.,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Anet REALTY: SEE COpy ATTACHED TO APPRAI SEMENT PERSONAL: SEE COpy ATTACHED TO APPRAISEMENT JT.HELD: SEE COpy ATTACHED TO APPRM SEMENT total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 8,500 00 hn nnn ?I; 1,894 30 70,394 55 formft;V:;:~hb~~~:~:l>l"Il·jSditito~~:~~o~~~yC~t~~~~~~e~;;ise~e~tis~.~el~?Y ..................................~/.-(,{,.!..:..:\..~.1 ~~(l..~""Y.,;:..~.~.I . i/O Appraiser .(Number and Street) ....................................../L.y..{l.'f?!.!..-(,.::t :.f..-.~:!:?.L ,Penna. (Poet'Oftlee) J "; ..........WASHIN.G'1'QN .County .. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MORTON ITZKOVI.TZ . Deceased. Late of CHARLEROI......................,. Date of Death,f:J.~.f3..~.7.1.,. Appraisemel!t Docket Vol.,38 .. Page,.J9..7~~t No....§.3..~.7.1.~.a.2Q . Filed in Register's OfJice,~;.::t..?..19 74 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abiJ.utAppmisement, Appeal ft-om Appraisement,.. Entered an..1 charged,. .~--::- II J', l RCC-48 (2-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS REQUEST FOR LEGAL ACTION Bureau File No. Rene I.Alpern 'd'5865 Alderson St.Pittsburgh,Penna._______________,resl In9 ot __-,---=:....-__-,-__ .Allegheny'E'In County,is the xecutr1x of property formerly owned by Morton I tzkovitz 8-8-71.W,:,shington_______________,who died on In County. John CostelloTheattorneyfortheestateis whose address is _ 418 Washington Avenue Char1eroi,Penna.15022 The above named---=E~x~e=c~U~t~r~1:::·X~is in violation of the provisions of the Inheritance and Estate tax laws of the Commonwealth of Pennsylvania in the following respect: 1 -0 Failure to file an Inheritance Tax return on or before _ 2 -EJ Failure to file a copy of the Federal Estate Tax return on or before --'1~1:!::..=-~8:.::::-:.J7w2!:!--_ 3 -~Failure to file a copy of the Federal Final Letter. 4 -0 Failure to pay Pennsylvania Inheritance tax due in the amount of $ _before it became delinquent on _ I have made the following demands for compliance without results: Date of demand Name of person contacted Title-::---:-----8-20-76 "Tohn E.Costello Atty--~---9-1-76 Rene I Alpern Excr.-=.:==--=----9-1-76 John E.Costello Atty--~--- Method of contact Rcc-41 Rcc-41 cart. Rcc-41 A formal notice of demand was sent to the taxpayer by certified mail.This demand has been ignored.A copy of this notice together with the certified mail return receipt is attached hereto. I recommend that the following legal action be taken to compel compliQnce: \1 -0 A lien be filed withth~local Prothonotary against real estate owned by the decedent. 2 -:eJ A petition for citation be filed in the local court. 3 -0 A civil complaint be filed in the local lower court. Chief Appraiser II (Title)(Date) 11-16-76 Additional remarks:W.B ..112-327-135 Letters were taken out on 8-10-71.The 706 and f.F.1.have not been filed and the Excr.is still alive and liVing at the same address. RCC-46 (4-74) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RECOMMENDATION OF THE DEP~RTMENT OF REVENUE TO COMPROMISE OR WRITE.OFF TAX CLAIM Tickler #77 Washington COUNTY Estate of Morton I tzkovitz County File No.38-l97-8Bur.File No.63-71-820 Date of death --.:8:::..-=8::::...--...:..7.=1:..-.-Date of fil ing of Apprai sement _ Name and Address of Attorney John E.Costello Charlem i ,Penna. Name and Address of Personal Representative Rene I.Alperne Pittsburgh,Penna. Date on which current and active lien was last filed_n~o~n~e=--_ Action initiated by Harold A.Smith (NAME) Chief AppraisEr II (TITLE) 2-1-77 (DATE) Real Estate _ Personal Property·_ Transfers _ Gross Estate _ Debts &Deductions _ Clear Value _ Tax Assessed _ Tax Paid _ BalCince of Tax Due _ Interest to Date _ Total Amount Due -_-=o_-_ It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_ Waive Filing of the United Stated Federal Estate Tax Return Form 706 and Federal Closing Letter that this case be marked closed. A proper investigation has disclosed:Enforcement under directive 5 has been pursued for failure to file a copy of the Federal Form 706 and Federal Estate Tax Closing letter.Since we do not have a copy of the F.F.L.to prOVide evidence to the court that a Federal Return had in fact been filed we can not'pursue with a citation action in this case It is therefore recommended that this case be marked closed. (ATTACH ADDITIONAL SHEET IF NECESSARY) I t· t d b _H-=a=.r:..:::o:..:::::l:..:::::d=----A--=-._:;:..::....::.::.::~---:C~h:::l.=::·e=.:f=---A....:!:p~p::r:.:a::.:.i::.:s:..:e=r:....--I_l__--;:::-:=:2:::_-~1--...:....7...:....7-----nves Iga e y (NAME)(TITLE)(DATE) '1"\Y~'rvv~v Date 2-1-77Approvalrecommendedby.I--~V/,C.:::;L.!L:.....:--~-------:~~ Approved o~--(f~~2 s 1977 ." 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