HomeMy WebLinkAboutOC1971-0998 - ESTATE OF TREMEL~:3-71-9'91JJ 1
1\ffiltauit ®f fxrrutnr ®r l\itmtutatratnr
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C!!nuuty nf Ill a.a~tugtnu . .as:
P 11 b f th d · d th ·t Notary Pub lie · d f 'd ersona y e ore me, e un ers1gne au on y, a ............................................ m an or sa1
County and State, appeared ................ P.9.?:'.~-~-!?X ... ~-~ .... ~-~!:.'?.! .................................. who, being duly
sworn according to law, deposes and says that he is the executor or administrator of the es-
tate of .... ~~~~~~:!.' ... ~-~--.. ~!'-'.'~.!1:1.~~~ .................. d~ceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ... W.~J..t.~r.. .. B.!.: .. T.r.~m~.~
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 .
.. ~·~.' ~-~~ajd-iubscribed before me this ..... J.Yi~ ....... } ~~/1 '' . t~_ da~~df:::-~,~p , ······ ······· E~{t~~:~;;(d;~ -· ...... . __ )~ ............................. ..
::; ~ ' WASHINGTON; WASHINJ)TON COUNT -~ · MY COMMISSION EXf'IRE.S: ;uNL zs. 19!4 A DITIONAL INSTRUCTIONS .
"" · · ~ -'nc:vl · 7Assoclatlon 91\':~otanes "'~--~~mb~:li~qnv~~Ol.!y must be filed within three months after appointment of personal representative.
"'•-t2. A supple}nental inventory must be filed within thirty days of discovery of additional assets.
3/:, 1 Origiiiru and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
~ Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 194 7 P.L. 513 Sec. 5.2, J2 P.S. 4844.2
~uurutnry a.W 1\pprat.a.rm.rut .of the goods and ' chattels, rights and credits which .
were of .......... ~~~-~-~-~----~-~ ..... ?);~~~~-~ ......................... .late' of .... ~.<?..r.9~gh ... 9J .... ~-~-~-t .. W~~-~J.r..gt,q,r:L,
' ' Washington County, Pa., taken and made in conformity with the above affidavit.
DOLLARS
PERSONALTY:
Checking Account in Washington Mall office of Union Nationa~
Bank and Trust Compan~ . · .18,465 27
Savings Account No. X43~6-in the South branch of Mt.
Lebanon Federal Savings and Loan Association
Savings Account No. S3825 in First Federal Savings and
Loan Association of Washington, Washington, Pa.
1969 Dodge Dart Automobile
Demand Note of Dorothy T. Minor dated August 10, 1970,
in the face amount of $30,000.00. r
TOTAL INVENTORY -------~---·
7,122 56
9,585 83
1,100 00
30,000 00
CENTS
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County. aforesaid
on the 1st. day of ectober A. D. 19 71 , before me,
Russell Marino , Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in t·he Common wealth of Pennsylvania,
the last Will and Testament of
WALTER H. TREMEL
late of East Washington in the County aforesaid, deceased,
(a true copy :nhereof is to these presents arinexed), was duly admitted to probate; and
Dorothy T. Minor
rix the Executdf in said Will and Testament named, having appeared before me anc\ taken and subscribed
the oath of office prescribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid; do
grant these LETTERS TESTAMENTARY, unto the said
Dorothy T. Minor
committing unto her the administration of all and singular the goods and
chattels, rights .and credits, which were of said deceased, and requiring her
to exhibit a trql and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to render a just and true account of said administration at the expiration
of six months from the date hereof, and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal
of said Office at Washington, this 1st.
day of October m the year o( our Lord one thousand
nme hundred and seventy-one
n ~ ~f\r\ . . ~ ............. ~ .. )J..~N\r.~.: .......................................... .
·Register \
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WILL OF WALTER Ii . TIU:AJE....,L.~-
I, Walter H. Tremel, uf Chartiers Township,
. .. · ..
I Washington County, Pennsylvania, do make, publish and declar~
this to be my Last Will and Testament, hereby revoking any
other Will or Wills by me at any time heretofore made.
_L_ I direct my Executrix hereinafter named to
pay all my just debts and funeral expens~s as soon as convenient
after my decease.
~ I give, devise and bequeath all of my estate, of
~hatsoever kind and wheresoever situate, to my sister, Dorothy
T. Minor if she be living at the time of my decease, provided,
however, that if my said sister shall have predeceased me
-leaving issue su.rvivihg her my said estate shall go to said
issue per stirpes.
_3_.a_ I nominate, constitute and appoint my sister·,
Dorothy T. Minor to be· Executrix bf thi~ my Last Will and
Testament .. . .. -,~ .....
WITNESS my han~ and seal this _Ll_ ___ day of
~ ----' 1961.
fJkltL.fL ,'h-artl.L-< (SEAL)
.. Signed, sealed, published and declared by the above
named WALTER H. TREMEL as and for his Last Will and Testament,·
in th~ presence of us, who have hereunto subscrib~d our names
at his requ~st as witnesses thereto in the presence of the said . . .
Testator and of each other.
; '
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, · } 55:
The within named Accountant being duly sworn according to law, depose and say that the above account
as stated is true and correct as ........... J:}_l}~L-------------------veri ly believe.
~ Sworn and subscribed before me 1his .. /@.~-
· May 72 day of -----------------------------------~------------19 ... , ....... . ~.~--------------·
:: . WASHINGTON, WASHINGTON~COUNTY
;. MY COMMISSION EXPIRES :UN[: 25, 1974
:Member, Pennsylvania Association of Notaries -.:: . --...:: :
Wgshington County:~ss:
'••,:
I i .... -: 0 ...., = i -~ ::I 0 .., ..,
-----~-----------: .... ~ rix
I do certify that I have given legal notice to all persons
· concerned of the filirig·of rthe within account in the manner
prescribed by Statute and Rule of Court, as evidence by proofs
thereof filed to No ..... ~_3.:.72-::.33.L............ ,
Witness my hand and offiCial seal this .. d.~----------
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THE FIRST AND FINAL ACCOUNT OF DOROTHY·T~
MINOR, EXECUTRIX OF THE ESTATE OF WALTER
H. TREMEL, DECEASED, LATE OF THE BOROUGH
OF EAST WASHINGTON, WASHINGTON COUNTY,
PENNSYLVANIA.
,'
PER INVENTORY AND APPRAISEMENT •\
DISBURSEMENTS:
Costs of Administration .
Schedule "A"
Furteral Expenses and
Preferred Claims
j.
4,883.50
2,388.00
' I
TOTAL FOR DISTRIBUTION --------------------~---
' '
$66,273.66
• . .
7 271.50
$64,773.66
9/29/71
10/1/71
10/1/71
10/4/71
10/4/71
10/4/71
10/4/71
10/12/71
12/15/71
12/l5/71
12/16/71
5/ /72
5/ /72
110/4/71
10/4/71
i
10/6/71
10/8/71
f)
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SCHEDULE "-A"-
COSTS OF ADMINISTRATION
Russell Marino, Register
Russell Marino, Register
Barbara Craig
Observer-Reporter
Washington County Reports
Russell Marino, Register
Russell Marino, Register
Barbara Craig
Russell Marino, Register
McCreight, Marriner &
McCreight
Russell Marino, Agent
Russell Marino, Register
Barbara Craig
Letters testamentary
and 1 short certificate 19.50
2 short certificates 2.00
Notary-Assignment of
Title 1.00
Advertising letters
testamentary 14.~ 00
Advertising letters
testamentary 1~.00
3 short certificates 3.00
2 short certificates 2.00
Notary-Affidavit on
Inventory 1.00
Balance on letters and
filing inventory 8.00
On account of attorneys
fees 1500.00
On account-transfer
inheritance tax 3300.00
Filing Account 16.00
Notary fees 3.00
TOTAL COSTS OF ADMINISTRATION --------------·----~--------$4883. 50
SCHEDULE "-B"-
FUNERAL ~XPENSES AND PREFERRED CLAI·MS·
Dr. Hookey Funeral services
Moreland Vault Stone
Barnhill Funeral Home Funeral services
Ambulance & Chair Service Ambulance bill
25.00
1354.00
966.00
43.00
TOTAL FUNERAL EXPENSES AND PREFERRED CLAIMS -------------$2388.00
..
'~·
Observer -Reporter.
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
..;' In compliance with the Newspaper Advertising Act of 16 May, 1929,
P. L. 1784, a;s amended.
Commonwealth of Pennsylvania, County of Washington, SS: .........•..
Personally appear-ed before me, a Notary Public in and for said County
Richard S. Cowan . and State, .............................................................................. , who being duly s-worn
according to law, deposes .and says that he is the ..... V.i.c..e.~.P.r.es..id.e.n t
of the Observer Publishing Company, a Ptenns-ylvania corporation, and its
agent in this behalf; that the said Company is• the owner and publisher of
the Observer-Reporter, succ•essor to The Washington Observer, established
September 18, 1871, and The Washington Reporter, ·established August 15,
1808, a daily news•pape.r of general circulation, printed and published and
having its place of busines·s at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuous-ly for more than six months' prior to the publication of the notice
hereto attached; thaJt the pr.inted notice or advertisement hereto attached
is a copy of an official advertisement, official notice, legal notice or legal
advertisement, exactly as printed or published iil the Obs'erver-Reporter in
its regular e_ditions on the following date or dates; .......................................... ..
· .................................... .O.c.toher .... 6,.1.3. ... and ... 20., .... .197.1 ........................ ..
that neither th!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-
tions· of this affidavit as to the time, place and character .of publication
are tme. .. ................ ~~ ... d .. c!?..~
Sworn to and subsej ;efore me this ..... ., .... :_2l of.:J7 .... ..M~!;;~~;;::;~CJ;;~[I~········
WASHINGTON. WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6, 1972
EXECUTRIX'S NOTICE I
ESTATE OF WALTER H.' TREMEL • decea_sed late of Borough of East
. ;;shmgton, Washington ·County,
Letters testame'ntary upon the above estate having been granted to the undersigned,· alhpersons hav-ing claims against the estate are re·
quested to make known the same to the undersigned or his attorney and
11 persons indebted to the dece· l~nt are requested to make pay~ mf',t to. the under singed without delay. • .
• · . Dorothy T. Minor, Executrix I · 124 LeMoyne Avenue -
, ~ Washington. Pa. 15301 McCreight, Marriner • , · ' & McCreight ' ·I
Atorneys ·
r20 \~ashington Trust Bldg. · ' (ashmgton, Pa. 15301 .
...,;,_ , ~-~ • 71231>-Wed-3t .,
Washington County Reports
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 officiaJl 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:
October 7, 14, 21, 1971 ............................................................................................................
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.
• • • • • • • • • • • • • • • • •
TREMEL,·:WALTER H., Dec'd·'' •' ,I
-'L&te of Borough ~f East Washington,
Washington' County,1 Penna. ,ei)(Iyt ":
~Executrix:~ Dorothy~T. ·Minor,~ 124 ·'LeMoyne Avenu·e, washington,, Pa.
15301 ··. ,... .; -. • . ·.·· ,, • Attorneys:· . McCreight; Marriner & , McCreight,--520 • Washington • Trust .,· !3ldg., ,Washi~~~on, ~a. • ~6301 ·· •
that the affiant or ·the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the /l :fee and ~aracter of the publication
are true. • ...... f:2io.)r£tJ. ........... rf2 .......... ~~ jl ~ ~---:~d:]!ft£-i-V
Sworn to and subscribed before~ • --7~·.''~.;"<:'~ -, ""... ~.("/-t
'!. .. ?.~.~-~ ...... day of ........ 9..~.!.~.!?.~E ..................... , 19 .. ?..~ ....... .. '8--7~;.z~~
JOSEPHINE T. SCIAMANNA
Notary Public, Washington, Washington Co,
My Commission Expires July 1, 1974
~~ "" ~ (;,.._, r ~ ~ ,. .-.. ............... ~ ,,.,..._ ~ ....
_, ..... ,. ....
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lu tl1~ (1Jntu·t nf (!lnuuuntt illras of llia!illiugtnn C!hunt1!J
®rpl1uttn' <nnu:rt IDiuhihnt
· . -In the matter of the Atidit of Account in
WALTER H. TREM,_,r·· . Estate· of.:._· -------:---.:..-..:.:..:-==-=.L;~:..J--------1 63-71-998 No. ___ _:__ ____________ _
TO 'l'HE AUDITING JUDGE:
Enter ___ o..;__u_r ____ -:-appearance .for __ a:..;.c_c_o:_u=:...::n:...:t:...:a::..:n:..:....:.t2,:.:...· :...:D::....:::.o-=r-=o=-t.::..h::.:..!y_T=-=-·--=M..:ci=n:..:.=o::.:r~. _____ _
N. B.-counsel shall, by separate pap present a concise statement of each
claim, with supporting c a 1 c u 1 a ti on 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.
j
------------------------------~~~~-=---~--=-=--=--=·-=·-=--=·-~-==--=·= .. ·==-·=-~~-=-=-=-==·-======~=-=~------
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PETITION SUR AUDIT · ·
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of ....... 11.~-~~-~-~---~-~---~~~~~~ ;!-_ ------------. __ ..... ___ ........ . N 63-71-998 . 0 ..... ------------------------------·-------····-------·------------
Fiduciary .......... P.~-~~-~-~~---~-~----~~!.1-~!: _________________ _
Deceased
Date of Date of
Decedent's death·-----~~.:P.~-~~~-~!: ... ~J!. ... ~~J.~----------------Grant of Letters .. '?.~~-~~-~~---~--! .. }.~.I-~-------------------·------.---
This is the ......... t~~-~-~---~!.1-~.}~~!.l-~~-------------------------------account filed in this estate
If there have been former accounts filed in this estate,, list file number or number and term .... ----·----------·--------·-------
None
Election to take Not applicable
Under or Against will. (cross out one)
Date Election Place of;
Filed ------------·--··-----------------Record ---~---------~---------··-----
Name of .surviving spouse .... -----~-~-<?.~~----·-----------·---·-------·-·-------------------------~----,-·'-···----·------·-···---------·-·----------··-······--··-····
list issue, where ·,;,~terial: ,
\
;
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-''Norte
Did decedent marry after execution of will? (indicate) '¥~No. Any children born after execution of will? (indicate)
~-No. If answer yes, name them .. ________ ------------____ -------------____________ .. ________ .... __________________ ... ________ ... _____ . ___ . ____ .......... __ .... ..
................................................................................................................................................................................................................................................................................................... ·: .. ~-! ....... ~ .... · .. ······------·
Legatees Relationship Interest Fiduciary, if deceased or not sui juris
Dor<?t~y T. Minor Sister Res'idue
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
None
If partial intestacy, give facts: .. ... -·' ... llr'" -
None
Notice to interested parties. Have all parties, having either vested or continge~nt interests and all crediors entitled
'to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
,and of call of audit? Yes. xbma. -
If . : · . None · . any except1on g1v.e cause:·---------------------------·-----------------
Fil~ copy of Notice · .: ' · . ·.
and date ,of,;mailing ...... JI_~~-~---<:l:~.~-~:'!:~~-~-~---~P.-.<:1: .. .9.~~~9-.J'1?:Y. ... ~)-_, ___ J9.J? ....................................................... . , '· ... , ' .. l . I ,.:. .. "
Is estate subject to the filing of a Federal Estate Tax Return' Yes=Filed May 10, 1972 ...................................................................................................................
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. l~_JQ.9..~.9.Q ...................................... .
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, together with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
Accountant,-has. received claim from Board of Assessmen:t Appeals of Washington
County for-"19.71 personal property tax in the· ·amount of $139.20. This claim is admitted. · ·
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
,.
Balance for distribution per acco~:~nt,
Itemize any additional· debits not shown by account:
Total additional debits (Add)
Itemize any additional credit~ not shown by account:
9/tr72-Barbara Craig-Notary on Audit $1.00
9/12~72~McCreight, Marriner & McCreight
. · Balapce ~ttorneys fee~ $2,278.00
5/10/72 Russell Marino, Reg.
Certified copy of will 4.50
Total additional credits (Subtract)
Balance for distribution
"64 6 $ ....... ~.1.1.3..~ ... 2 ........... .
$ ........................ ~---········
2,283.50 .·
$ ................................... .
. 62,490.16 . $ ........................... ." ....... .
If balance for distribution is not in cash~ list each item held in kind, giving apprais~d Value (or distribution Value);
Balance -cash·
~~-J·
"' ~-..
.., -·~·'
None If Family Exemption claimed by Petition, give place of Record: .................................................................................. .
If Fam(ly Exemption is claimed at audit, give name, relationship and basis for Claim: ...... N.ONE ............................... .
List any advancement or distribution on account that has been made, and nature and a~ount of same:
Dorothy T. Minor, residuary legatee~· and accountant. herein, too~ in kind
on October 1, 1971, on account of her distributive interest in the estate
the demand note of Dorothy T. Minor to Walter H. Tremel dated August 10
1970, inventoried at $30,000.00. '
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: '
"Dorothy T. Minor -Entire residue
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ........... ~~~:g~n ............... doth depose and say ··
that the facts set forth in the foregoing petition are true And your petitioner will ever· pray, etc,
to the best of ........ her ................. knowledge and belief .
........... $.W.<?.~!.l .......................... to and subscribed before
me th;s_/.2~ay o~ ;:z:~~=·:~;m=-~(2··:~-~-·
Signature of Officer.':;;K-.:;JC/Av.~~-J····
Title ·of Officer ...... ~.'?.~.~~Y. ... f..~R.:!-J9.: ... ~.: •..................
~-
................................... :/ .. ~ .....
nor, Executrix
··-·-·········-···············-··················-:························-----·-----·-··
Office . . June 25, 1974 -expl r~Rlt8AR"A·eR"Aft;·:1''W'I'AR'Y"PI.!f3tiC···········;····················
WASHINGTON, WASHINGTON COUNTY' .
MY COMMISSION EXP.IRES. ~UNE. 25, 1974 ...
.................................................................. "'!"'"'"'"'"' ·-··· ........... ···-· -~-
~ember, PennsylvaniaAssoi:latio~ ~tNotar.ias · ·
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No. . ... .63--1-l..-9-9-8 ............................... · ..
Estate of ....... !'!.~~~-~?:: H. Treme 1 ..................................................................
............................................... ---........................... ---... -................ -............. --........ .
Deceased
Fiduciary .. P.?.!?.~-~~---~-~---~-!~.<?-~-~---············
Executrix
PETITIOtt-SUR AUDIT
FROM WHERE DE~EDENT. LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; and divisions
thereof: shown on pages 23-24.
1. Written praecipes of all Counsel in the
'· case.
2. Copy of order appointing Guardian ad
litem, if pertinent.
3. Copy of Order appointing Trustee ad
litem, if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A. or an attest copy of Wi II.
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of letters
if not filed with account.
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
10. Copy ·of Federal Estate Tax return if es-
tate is subject thereto.
McCreight, Marr.iner & McCreight
Attorney ~2
\ f.r· f I i,_ ~ f1 t. ·•~· I
'72 SEF 29 -Pt-1 12 J I
RUSSELL MA.RlNO
REGISTER OF WILLS
WASHINGTON CO .• PA.
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.JOHN 6. Mc;CREIGHT
STEPHEN 0. MARRINER
..JAMES C. MCCREIGHT
CLARENCE A, CRUMRINE
;STEPHEN 0, MARRINER, JR.
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M£CREIGHT, MARRINER & M£CREIGHT
ATTORNEYS AT LAW
520 WASHINGTON TRUST BUILDING
WASHINGTON, PENNSYLVANIA 15301
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AREA CODE 412
PHONE 225-6600
, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION.·
IN RE: )
)
ESTATE OF ·)
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WALTER H. TREMEL, ) NO. 63 -71 -998 )
DECEASED. )
N O·T I C E
PLEASE take notice that Dorothy T. Min~r,
·Exe6~trix of the Estate of Walter H. Tremel, decea~ed; filed
her Ff:rst· ~and· FincH Account in the office of the R.egister of
Wills of Washington· County, Pennsylvania, on. Wedneiday, May 10,
1972, at.·No. 63~71-998, and that the same w1~1 be presented to
the Orphans'. Court of Washington County for confirmation on
August 28, 1972, and be call~d for. Audit by the Court at a time
fix~dby the Court during the week of September 11, 1972, when
and where .you may appear, in person or bY counsel, and be hea~d
if you so desire.
May 11, 1972 ..
John B. McCreight, Esq.
520 Washington Trust Bldg •
. washington, Pa. 15301
Copy of Account-Delivered by hand-5/10/72
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IN THE COURT OF COMMON PLEAS OF WASIDNGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
INRE:
Estate of
No. 998 of 1971
WALTER H. TREMEL,
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HEARING ON AUDIT
The Honorable RICHARD DiSALLE, J.,
Specially Presiding.
McCREIGHT,. MARRINER & McCREIGHT, ESQS. ,
of Washington, Pa., representing the Accountant.
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~TIME: Wednesday, September 13, 1972, at 10:00 A.M., EIIsT
ui a: Ill 1-a: ~ THE COURT: , The estate of Walter H. Tremel. The Executri Ill a:
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is Dorothy T. Minor and the attorneys are McCreight, Marriner &
.J < McCreight.
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iO: 1.1. 0 JOHN McCREIGHT: May it please the Court, I have the Petition for
Audit and the other necessary papers. There is one claim for
Personal Property Tax by Washington County. The original claim
was for two years. I think that has now been adjusted to one year
and is admitted.
THE COURT: That is admitted in the amount of $139. 20?
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MR. McCREIGHT: Yes. $139.20 issadmitted to be due~ This estat
is subject to Federa Estate Tax but since the distributee here is
the one who would be subject to the tax in the event it is found due
owing, there is no purpose to. be served by reserving that.
THE COURT: Is there anyone interested in the estate of Walte
H. Tremel?
(NO RESPONSE)
~ THE COURT: The audit is closed.
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( AUDIT CLOSED )
I hereby certify that the proceedings and evidence
are contained fully and accurately in the notes taken by me on the hearing
:t 1:: of the above cause, and that this copy is a correct transcript of the same
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hearing of the above cause is hereby approved and directed to be filed.
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By the Court,
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ESTATE OF No. 6J-n-99H
Walter H. Tremel, In the matter of the _ ___:..Fi.=rs~t~an~d~Finu=u~Jaoal....__
deceased.· Account of DorothJ' Te ·lH.nor
ADJUDICATION AND DECREE
And now September 28 , 19_1.2_, this matter came on for hearing,
audit and distribution at this session· and testimony taken; and thereupon, upon due consideration
thereof of thy balgrJce for distribution in the hands of the Accountant is determined to be
$ · 62,u20e:I,Q and the 'qccount is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with -the
schedule of disribution hereto. attached and made part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DIS
Balance per account ________________ _ $64,773.66
Additional credit asked at audit 228).50
Balance ____________________ _
Deduct Clerk's Costs & Receipts ____________ _ 59.00
$62,431.16
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Attorney_~M ... cCw.re.......,.i-egb~t,,_...Moe~a""'rr ..... i.,.n.e~r~&IL...II(G'-c""'C""re""~'"~g~b"'t~------c1~ .. AJi>S?. 0 0 · -~-..
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Washington Co\Ult.y, Division of Personal--Property Tax,
per praecipe filed,
' Russell Marino, Agent, trans_fer inheritance tax, $5520.27
Interest from 6-27-72 to lo-8-72 93.07 56l)e3g
Dorothy T. Minor, sister, residue,. including a demand no
. of Doroth;y T • Minor to Walter H. Tremel inventoried at
$3o,ooo.oo, held in kind and distributed as such at the
appraised value,· c~dit. to be t8ken b;y t.he acco\Ultant
for item advanced prior to distribution b;y the Court,· 56678.62
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$56,678.62 · ~ usr:,13,sY I
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RCC-49 (8-7 I). -... ?L~>-:'J:\).
COMMONWEALTH OF PENNSYLVANIA
DEPA!HMENT OF REVENUE
BURE·AU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG, 17127
PENNSYLVANIA ESTATE~t AX
DETERMINATION <
Estate of: _ _.t"""J..,#-J)G,.,· J-4-f~f_,_~'-t='f..,..:c _,fHJ!----'"~.__(+j~~,-1 ~b.:..Lfl.41....e,t~o..:!-t_; __
Date of Death _______ &.-.,..·~~"'!-",{'!-.; _,_. -:!fL..,I~---=-----1 , .. _. '.
C t f i \ ., • I I )4' . oun y £.'!1./!s -~ "1 1 ... ~ _· a ~-\
Bureau F i1 e No. __ _..Jo{....,., __ ,.,;.·t:....:..· .• -t~~:....jf.._._. l..c-f}...;tfhv;;....tt _____ _
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Date -----,jJIS<iOL-· i!:!J,.___ 19 "i 1
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1. Taxable estate perU. S. Estate Tax Return, Farm #706 $ __ ,._,,~.......,_ ~C:....!'·.M.;:;... -~.::~;:....· --
·-~~...-•• ...6:!~·'"'1~'~".Mt>if>R"•~·~'I'l''(I; ....... ~~~.,....~:>;""A~~v:,o;,~,
2. Taxable estate per final change in Federal Return dated $ ______ _
3. Amount of credit for State death taxes.
As shown on return form or final change notice ($ __ -g../tl;O'J_,.,u"""'{l"'-i)-'='r:,"'-" _
As verified by computation
4. Penna. lnheri tance T ox due and/ or paid <fit. f!ln.! $ _ _____,{~' ..... ;i,..,_)t=I.:....:.V;:._~.:....-,
5. Normal lriheritance taxes paid to other States
""'' #.1 ~,;i,-A: ,.....,..,, " .. ~) v-.w .. 91£ ·ti.P.· 6. Total Inheritance tax credits (4 + 5)
7. Total liability for Penna. Estate Tax (3-6)
8. Less: .Previous payments on ale of Penna. Estate Tax
Date of payment ·'Amount of Tax paid Amount of Interest paid
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9. Balance of Penna. Estate Tax due (7 -8)
10. Interest due from _____ to _____ @ 6% per annum
11. Balance of Penna. Estate Tax and interest due as of $=====:!':N~·=v-(!=V<:.=' ·==
Prepared by
Reviewed and app;oved by---------------------------------
(NAME) (TITLE) (DATE)
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
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WASHINGTON
IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will atta.ched, with the·
Register of Wills of the County where decedent resided; Return is .due within one year after
date of death, _unless an ~xtens ion .is granted by the Secretary of Revenue, (Section 703 of
the Inheritance and Estate .Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF } W~LTER H. TREMEL . . AFFIDAVIT OF
.............................................................. (.St~t~ .. f~It .. ;;;;;:;~ .. -~i-.. d~;;d~~t·) .................................. :............................. EXECUTOR ·
WASHINGTON ../ ADMINISTRATOR Late of ................................................................................................................................................... County :
......................................................................................................................................................... ··························:················· .. ···············:·"''' Eucutor
Administrator of the estate of the above-named decedent being duly. sworn, depose and say .
Decedent died. : ........... ~.~.P..~ .. ~!!J:~~~fth.l?. .. 9.~ ......... (.i;;;·;·; ........ , 19.{.vlf··{;~~~eaving a l~st will, c~py of which is hereto aUadied. }
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Name and address of attorney or} ~CJ.hl.'l:. J?. ~ ...... M9.9..r-.. e. J ... g.ht; , ~f3..q_! . .t ..... M.9. .. 9.r..~ .. :t._g_h_tL 1.'1.:3-. .r.····-~-~.!.1..~.~-..... ~ ...... ~~.9..~~-~-g~ t other authorized representative to • ·.' .
whom all correspondence should be 5.?.Q_Wa.~.hJngt.OR Tr.US..t, .. B..ld,g~, .. W.Q,.S..h.:Lngt..9.D.:., ... J:'.c:l, .. o. ..... · .. ~.5..3:Q .. ~ ......................... ..
mailed, .· .. •·· .
Executrix d .. ·t· . f .1. . h h tf · f · h That as such ...................................................... eponen .. Is am1 Iar wit t e a airs o ·said estate and t e property con-
<Jo:x"r."t.or-Artministrat.orl · ·. · ..
Rtituting the assets thereof an.d their fair ma~ket value.
That at the time of death there was no safe depos.it b·ox 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
Pi.ttsburgh National. Bank Walter Tremel
6 South. Main St.
Washington~ Pa.
That the contents of said safe deposit box or boxes are itemized under Schedules None of this
return, with the exception of the following, for the reasons hereinafter set forth:
That Sc.hedule A attached hereto and made part hereof 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 of record
thereof. It also sets forth in the columns provided therefore the assessed valuation o~_,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 a~d in detail all pers~nal'
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 i~stitutions, whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whethe.r 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, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
o.ther personal chattels of whatsoever kind or nature, left bydecedent, together with.the fairly estimated.
market value thereof; all bonds and mortga~es held by. decedent and of all claims du~ imd owing decedent,:·
at the .time of death, and all promissory notes or other instruments in writing for the--payment of moner
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giy~ng t~e f~ce
value and estimated fair market value thereof, and if such estimated fair market value be I'ess tl:lan the
face value, it sets forth briefly the reasons for such depreciation as to each i tern; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as' of the date of d~ath, 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 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 dece~ent's death, or intended to take effect in possession or enjoyment at or
after death, said·schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, ·the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached t,o the schedule a COllY
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'pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either it;~-dividually o.r jointly, by the will, .deed, or other instrument of another,
with a copy of the instrument creating.such power attached to the schedule. . . .
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate ·at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if ·any, died prior
to decedent, the dates of their death, their issue,-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 'effect:J,ng the vestiture of
real estate and the date of acquisition of personalty, plus the name, addres_s a11d 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 de.cedent; debts and claims owing ·anrl 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 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 ................................ .
--~~ ....... day of-~········ ..... May·······:····················· 19.7..2 ..... . ·---~~tfiR""(f . ·····························
. WASHINGTON, WASHINGTON COUNTY
::> . MY COMMISSION f.JWtRES ;UNE 25, 1974
-· Membe.!:l~.!IDIIYivaillaAssoclation of Notarllll.
)fi131i!:tbdi~---
124 LeMoyne Avenue .........................................................................................................................................
(Street Numberl Washington, Pa. 15301 .......................................................................................................................................
(City or Town and State)
:NOTE: Be fore s ign_ing affidavit make sure all blank spaces in the affidavit and schedules annexed are
fi Ued in _with d~ tal Is or-the word "None", and in case the-assets include rare and unlisted securities,
se~tiri ties of clo.~e:~or family corporations or an interest in any co-partnership or business, that the
data and sta~~ments required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Suimnary" has been properly completed as above-directed.
' ' ' RCC-34 (1-64). '-•
COMMONWEAbTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU' OF COUNTY 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 co~mon with O!'lother 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 Pennsylvania should be (1) (2) (3)
described by lot and block number, street and street number, together with 'DEPARTMENT a general description of the property, 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 CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this spoce) to be listed on Schedule "F" and must not be deducted from this schedule.
NONE "
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Insert this total opposite "real property", Schedule "A" in the X X X X X NONE
"As Reported" column on the last page of this return.
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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", Intarigible 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.
1
2
3
4
5
ITEM
List and describe fully
Checking Account in Washington Mall offic~
of Union National Bank and Trust Co.
Savings account NO. X4326 in the South
branch of Mt. Lebanon Federal Savings
and Loan Association
UNIT
VALUE
Savings account No. 83825 in First Federa
Savings and Loan Association of Washingto1,
Washington, Pa.
Demand note of Dorothy T. Minor dated
August 10, 1970, in the face amount of $ao,ooo.oo
1969 Dodge Dart automobile
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X
ESTIMATED
MARKEr VALUE
18,465.27
7,122.56
9,585.83
30,000.00
1,100.00
66,273.66
DEPARTMENT VALUATION
(Do not write in
this space)
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANSFEfiS
(1) Did decedent, within two years of death, make any transfer of any material part .~f his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) _l'J_;_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) ___,N~o.__ __
(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) __ N_o ___ _
(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? ____ __
(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) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) ·No .
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others ____ N~o~-------------------------------~-------(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)-~.----
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserverl 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 beneficiar.y reserved in the decedent alone or the decedent and others?
(Answer yes or no) No
NOTE 1: The answers to these questions should be supporterl. 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
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
NONE
l
RCC-38
COMMONWEALTH OF PENNSYLVANIA
THi\NSFER INHERITANCE TAX
RESIDENT DECEDENT
' '
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl;CTIOlliS: 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!
Address and Relationship of Co-Owners, and Place I
of Record of Instrument, where Real Estate. 1
NONE
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's .. Interest
--------------~------------------------~----~------~--~----4-----------+---------Insert this total opposite "Jointly Owned Property", Schedule ."E"
in the "As Reported" column on the last page of this return. NONE
. (
h
(12-63) . ~~
C'Ol\fl\IONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT. DECEDENT
. '
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other
wise, in estate)
Dorothy ... T. Minor
] 24 -LeMO¥.ne~::.A.uQn11Q .
. . . washingtpn,. Pa. 15301 -~ -
'
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SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE. YES IN ESTATE
forth this fact.) OR NO BIRTH
Sister Yes ... .·.Residue
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Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
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~~'-·
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IS THE ,.
~lATTER OF THE APPRAISEMENT
OF THE • ..
ESTATE OF
?~
i WALTER H. TREMEL ' i
·' Deceased · ·
I ... ,.,
Late of .. :Sm.m~.U.Qll .OJ" .. E.AS.'l.' ... WA.S.Hl.N_q'J.'QN
County of WASHINGTON
Co.mmonwealth of Pennsylvania
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Form RCC-10 ~.3-?/-'T~gr o<oocnm mow<~i J . .-.
•' l OFFICE OF THE STATEMENT OF DEBTS THE suM OF . . . . . . . . . . . . s .Gr .............. ~.t. ............
._.--...... REGISTER OF WILLS AND DEDUCTIONS "'£:::v;1h4A ~:~~?~]7! OF · WASHINGTON COUNTY
AND AGENT OF THE COMMONWEALTH
Register of I ~gel' I
ESTATE OF WAL~EB H .. ~REMEL LATE OF BOROUGH OF EAST \r/ASHINGT( N
DATE OF FILING APPRAISEMENT 12/15/71 DAT!i OF DEATH September 29, 1971
DATE NO. OF
VOUCMEit . NAME OF PAYEE REMARKS AMOUNT
Letters testamentary and
9/29 71 Russell Marino, Register 1 short certifidate 19
10/1 71 Russell Marino, Register 2 short certificate 2
10/1/_ 71 Barbara Craig Notary=Assignment of Title 1
10/4 71 Observer-Reporter M~ka2~ Advertising letters 14
10/4/ 71 Washington County Reports Advertising letters 14
10/4 71 Russell Marino, Register 5 short certificates 5
10/12 V71 Barbara Craig Notary=affidavit on inventb.J ·Y. 1
12/15 71 Russell Marino, Register Balance on letters and
R f'11 in 0' 1 n·· -"':'t"V
12/15 71 ~:~::t~~· Marriner & On account-attorneys fees 1,500 . ·-~· ·o·
5 72 Russell Marino, Register Filing Acaount 16
5/ i'2 Barbara Craig Notary fees 3
10/4 71 Dr. Hookey Funeral services 25
10/4 71 Moreland Vault Stone 1,354
10/6 71 Barnhill Funeral Home Funeral services 966
10/8 71 Ambulance and Chair Service Ambulance bill 43
" ' Jl $5,771
f:J..,z/ ~~r ~A AJWJ! If
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COMMONWEAL.TH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I, DOROTHY T. MINOR HEREBY CERTIFY. THAT. TO THE BEGT OF
MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES .AND EXPENSIItS OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF WALTER H. TREMEL
INHERITANCE TAX PURPOSES.
,/tiARBARA CRAIG, NOTARY PUBLIC
;<WASHINGTON, WASHINGTON COUNT't
MY. COMMISSION EXPIRES :uNl 2e, l9.7l
.Member, PennsylvanlaAuoclrHim o}Niltm'ilii
DECEASED, AS DEDUCTIONii FOR
CL. S.l
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,.._;..--... . ,__-IN THE ORPHANS' ·coURT OF WASHINGTON COUNTY, PENNA.
In the matter of :bhe Audit of Account filed in the Estate of
\Date of death 9 -21-7/
( No. 1971-9sfL, ------Term, ~9 __ . A.A.
Tremel, Welter H. Deceased ) Docket S 'S • J / /• .3:_.___
TO THE AUDITING JUDGE:
Enter my •appearance for the Commonwea~th of PennsylViS'Ilia, claiming transfer inheritance tax in the above estate, as follows:
DR.
To appraised Vialue of Estate: Realoty ...................................................................................................... $----'---------'---------
Personalty .................. ·---·:----........................................................................... $ _ _____,.G~b~,;l==--.!./t..=~:..:..• -=-'~t~--
Additional Assets per Account, Subject to Tax ................ :.. ....................... , ................................................... $ ______________ _
Addltiona•l Assets per Audit, Subject to 'Dax ............ _ ........................................................................... $ ______________ _
GROSS VALUE ................................................................................................. $ ____ ---'-'-----------
CR.
Debts .and Expenses pel," Account; see Note.
Additional I;>ebts and Expenses per Audit
I
)
$ _____ _
$ _____ _
$---,------
$ ______ _
$ _______ _ $ ______________ ~~---
$ _____ ~------------
TOTAL DEDUCTIONS, $ ________________ _
NOTE: The following credits claimed in the Account are
held not deductible as against the tax:
CALCULATION
Gross Value.......................... "' l-1. } .. ',,
Less Deductions ................... -----,'~~-::---l_'(~f' ___ -o ____ _
Clear Value................... . ... S'j ? ~-:t fl: ,,
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able
a't
2% )---. . . $-X
5~7~rl(; · -(------
)---
-...,------$._ ~ f93r_tj_J~
TAX PAID ON ACCOUNT
Total Tax.................... .. ................ _.................. .. ............................ -.............. $
$ J 7 3. L ~-Less amount previously paid .......................................... ;·------......... ,.... .... $
$ 3, f /a. /_ z-Balance ..................................................................................................................... $
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$ -Interest ____ yrs.Lmr>s.__j__{..days @--'-% ...... , ........ $ . f Jr 0 7
$_____ TOTAL TAX AND INTE~T DUE A---· =-r:\TitJ$ t-~~J 2_ t; r~ \ u ~~ ~ ~ :=tll<lAJfY\~ -~)
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No. ___ , Tenn, 19 __ , A.A.
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
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RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ..
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127 IN YOUR REPLY PLEASE
REFER TO
4 \
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
DOROTHY T • MINCR
(Executor or Administrator)
In Re: Estate of WALTER H. TREMEL
WASHINGTON County -File No. ----=6::..:3_-7:....:1=---=-9..:._98=-------
Dear MRS. MINOR:
You are here by notified that the ____ __!O~R.!!o!I~G!.!!IN:!!£!AL:!o!..__:_ _______ _
appraisement in the estate of WALTER H. TftEl.EL
has been filed in the office of the Register of Wills of__jW.wA~SaHIN~!!.!G£TO!o!JN~-------
County on MAY 22, · , 19 72, Said appraisement reflects the following
va I uations:
Real Estate----------,------
p ersono I P roperty ____ =.66:..,z..:2:=J7'-"':3~•:..::6:..::6'-----
T ronsfers ___________ ---'-----
J oint I y Owned --------j6~6r.-_ __,.,27.,.3~ •. --~.6:-11!:6,---
Totol ----------'--~----
As to such tax that is paid within three months from dote 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 rote of six '(6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by low. ' ~
Date __ MA~Y:'--:L---'-'-2~2,'"----"' 1=-<9_,_7=2 ____ _
Title __ _,_\ _AP_P~RA_I_SER __ ll _______ _
DATE OF DEATH: SIDPTEMBER 27, 1971
Note: This is not a bilL
R C C·39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of __ TREME ___ L_,_W_AI.;_['E_R_H_. ___________ DATE OF DEATH 9-27-71
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
FILE NO. 6.3-71-998
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_A_S_H_I_N_G_TO_N ______ _
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: MAY 22, 1972 ~ < A? /Jhn.~ ~
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for WABHThTGTON 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 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$
66 .. 27.3. 66 $ $-~----~--66.273. 66
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
66,27.3. 66
none.
-·
66,27.3. 66
annuities . . . . . . . . . . . . . . . . . . . $------+--
ESTATE TAX ASSESSMENTS $ _____ _.___
66,27.3. 66
none
66,273. 66
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on·$ 2%
Tax on $ -----------+--~
Tax on$ v5%
Taxon$ ~
Tax on $ o
Exemptions=========1~=
Total Estate _______ -1---
TOTAL TAX
$-----~--~---
$ ___ ~---4---
$-------4---
$ _____ ~-4--
$------~-4---
$-------~--
Less tax previously paid $======9==
BALANCE $-----+--
Less 5% of tax if paid within
3 months after death $=====~==
Add interest at rate of 6% from
------to ------
AMOUNT OF ESTATE TAX ASSESSED $-----+--
Estate tax paid $ _____ ___. __
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $---------~---
Add interest at rate of 6% from
-----------110-----$--------~-
TOTAL TAX BALANCE $ ------+---PAID $ _____ _~_ __
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ( No ........... . Year .......... ..
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. VITLATER H. TREMEL
Deceased
Late of ...... WASHINGTON ..
County of . . WASHINGTOW.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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BEPAP.TME!\!T OF REVENUE
BuREAU OF COUNTY COLLECTiONS
HARRISBURG. PENNA. · 1 7 1 2 7.
. ' . ~ . . . COMMONWEALTH OF PENNSYLVANIA
. RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE MAY 22, 1972 ........................................................................................
COUNTY ..... :v!fl:.~.:r.:NQ'I.P..t.f. ........................................ ..
FILE NO ....... §.~.:7.!.:.9..9.? ............................................ .
Whereas, ....................................... ~~~ .... ~.~ ..... ~~~.~ ...................................................... late of ....... : ....... W.A§H.J..NG.'JP.N ........................................................... .
in the County of .................................... WASHING.TON .................................................... : ............. Commonwealth of Pennsylvania, having died on
the ..................................... , ... ?.7.~P.: ...................................... ::. day of ... : ..... s.E.P..1$.MSER., ........ : ........................... 19 ... 71 .. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .......................... ~ .......... ??.~~~ .... ~~ .... ?..~.~~ .................................. , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Aaset Values Made for Inheritance Tax Purposes
PERSONAL $
SEE 6HEDUIE "B" of APPRAISEMENT 66 .. 271 .66
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........... WAL.TE.R .... H .•..... TRID.JEL ....................................... .
Deceased.
Late of
WASHINGTON · ·····························
,.--o--~
Date of Death, ...... :.~r::~~!!f .. ~'l.~ ... ..l.,97l. ............ ·
A . 38-pprauemel!f Docket Vol., ................... .
Page: .... ?~~::?. ...................... : .... No.63-71-998
Filed in Register's Office, .............. ~.r2?.:19 .... 1. .. V"
Amount of tax due, $: .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement, ' .
Entered and charged,
·vd ··oo .ti01eNHHHti\\
Sllff/1 .:30 1l7U·SW3fJ
·0Mtll;w·~1 '"j)"1-~~J~lli! f:t, ~1..~ 1,1:1 !I tt.:f ,.., -~~fLU
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IN THE MATTER OF THE AUDIT OF ACCOUNT
Tremel, Walter H. 63-71-998 3rd G.tr. 72 In re Estate of .... --------------------------------------------------------------------No ..................... , ------·---·-.·--·----·-----~~ 19 ........... , M
J
_____________________ P.g_~g.t.hY .. J' .•... M~n.<?.r_, ___ ~~r:-~--------------·---------·.--·------Mc.Cr.ei.ght., ... Mar.r.iner .. l.t-.Mc.Cr.e.1~·~; ~
. Sept.27; 1971 . . Affse·# . · December 15, 1971 Date of death ......................... : ............... Date of fdmg Inventory AppraJsement ........... ---------------------------------·---------------
AssessFAent ·
TO THE AUDITING JUDGE:
Enter my appearance for. Personal Property Tax Due Washington County, viz:
ITEM Valuation ..
1971
Demand Note -Dorothy T. ·:Mi.nor 30,000.00 30.000.00
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:
1971 30000 None 3-0000 ---------120.00 12.00 -----·-11q .20
19
19
19
19
19
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-TOTAL CLAIM .f39.20
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement, Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
__________ )._~---------day of __ _!g~g~-~-1;;_ __________________ 19 .. 7.?: ..... A. V. GAPANO, Solicitor
11J1 . . .. . ~U")· . . 1( · · · · 8 d Qtr. 2
No .. ~J-:-.1~-~9.? .......... J~------~, 19..7 ........ , AA
In re Audit of Account in Estate of
· · Tremel Walter H. ····································'············································
AUDIT
. ' .'r. Jrarripr fnr 1\ppraranrr
\ . ·FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
·,
:
A. V .. CAPANO,
' Solicitor
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qz SEP 29 PN 12 30
RUSS ELL MARIN 0
REGISTER Of WILLS
WASHINGTON CO., PA.
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RCC·
4 18'
68
) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NO. B 119 3 3 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED THREE THOUSAND THREE HUNDRED and
Dorothy T. Minor -Exer. 00/100 ---~--~~---~~----~~~~--representing Pennsylvania Inheritance or
dollars
From:ATTY • JOHN McCrei
WASHINGTON PENNSYLVANIA 15301
Fi I e No . ...:6:...:3:...•...:7:..;:::1:...•...:9:...:9:...:8:....__ Date of D
Date of Payment __ D_e_c_e_m___;_b_e_r_._l_7-L-_1_9_7;_1 ___ ___,
Name of Decedent __ \4'_AL_T-=-E_R_H_._T_RE_·)'_fEL_. __ _
County __ W:_A_S_H_I_NG_T_O_N__,----------l
Remarks:
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NOTE: This Triplicate Receipt to~~ retained !or audit II!!!~J36·•2ll-J
• I . . ,
Estate Tax due from the following estate:
2%Tax on $ _________ -ll, _________ ~
6%Taxon $ _________ ~·----------lnl
15% Tax on $ On Account $ _ ___:3~;r.....:4:..:.7..=:3..!!... 6~8~-
%Tax on $ _________ $ ________ _
Estate T ox, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rote of
__ %from ________ _
to ___________ _
$ _______ _
$ 3,473.68 ----~-~---
$_·~_--=1::...:.7-=.3-=-· .::..68=----
.r Received by _----;.~-----;-:::-:-:-~::-:--.------::-;,-------·11
NOTE: In accepting' the transfer inheritanc!l tax an future estates, prior to the death of the life
tenant or tenant far years, as evidenced. by this .. receipt, it is understood that the Commonwealth shall
nat be precluded or prevented from hereafter assessing additional inheritance tax at the death af the
life tenant or tenant for years whenever it appears that such additional tax may be legally due --~..,------,f-----:f--:::-..,..-,----=;--------IU
collectible for reason whatsoever.
·· . §tat.e-.1rf iJtuu~~ulumiht: }. . .
1ft t . f '"'1't : 1 . t' !ifi • . ·.·. \tUrU~l'!J :Jil . ·-~ltt!i· ~llt!J·. -Utr. . . .
. . · · .. ·.:II···. b··.f: .... · ·h·· · . d ·. ·rr. ·ct .. 'th·· ···t· .· . Notary Puq11c · .. · · ·d· f · "d . . Persona y e ore me, .t .e. un erSI..,ne . at .... Od y, a ........................ ~·:··----····:----·-m an . or sa1
· C0unty .and· .State,· appeatcd. ---~:-· .. , ...... P.9.t.~-~-£i~L}\ .. l1?.:~.?~-:-:·:·--~---~-'~---······~:~.~-:~ .:who;.· being . duly
. sworn ac~ordil'lg tq Jaw, ·depose-s and .says that .. _ he :. is the .executor 'or adrii1histratol~ .of the es .
. ·~ .: .. til:h~ of .. _-_, __ ~~~~~~:~.;.'~~~~,~~-~-~r~~:~J.. .. ; .. ·~--~:: .. : ... :_: decBascd, ·that •t.he.·fol.·cgorn~:; schedule~ ·:constittite a :.·
c6mplete. invelitory ~nd apprc:ds~mentof the reaJ ili~ci .per$0:n<,ll estate 6£ ~)!.~l:~-~t.Jt~:~.-.'r.!.~m~-~ · .
. · decea·seti, except teal estate outside the C.qim:nonwealth of Pe11nsylvania; that. the· figures opposite
each'ite:m of.real and personal estate ill the foregoing schedules :;tre detei·tnrnecl and stated by the .•..
und-e~·sign~d to b? the fair value of said items as of the date of the decege:pt's d~a.th, · b.as~d upon a ·
'just appraisement of each item ·made bF the above natne'tl Executor Administrator. · · . · ... ·· . ·q.~ . . .. , .
. J _· t. a::d S11"::ecl b-e
1
f
9
on·U ibis ... /.. ................. ·} .... , ....... : .......... · .. ~ ............... .
ally 01· · · · · · ·""-·'-'·ct:;;, ~ .. ~;-~--.. ·: Ex tor-Administrator
·...... SHINGTON WASHINGTONC§'N~:·<J""""""""""""" . ' M~~OMMISS!ON E.XI'IRE.~ :u_Nl 25, 19?4. · ADDI'l10NAL INS~RUCTIONS . . .
l.MenA~Fm~ff'tMtY5ffifits~%~0¥il~'d. within thtee months 'after 'appoint:riient 'of. personal rein~e&entative: .
2. A .stippleri1enttiil jnv.entory must be.filed.·within thirty d~ys of distove~-y of·addltional.a.Ssets: ·.
3.. 1 Origincl and 2 Copies and· 2 ·:RCRI-34, Under $10,000 ;.1 Original and 2 Copies arid 2 RCRI~33,
Over $10,000, i-ncluding Copy of Will; 1 Orig.inal an{f 3 Copies and 2 RCRI-33, .Over $50,000, in-
cluding Copy of Will and copy of Feder.al Estate Tax: Return. . . .
REFERENCE ·FOR ADDITIONAL COPY . , .
Act of 19.47 P.L. 51$ Sec. 5.2;:72·P.S .. 4844.i·· .. · .
-::~ ·.· ·,• .... ·. ' . .. ..... .·. "'• .. ·
t •• ... ·'· •• ~ . .... .. ~.' .· .. ·.· · ... · .... . . :· ... ·.::
. , 3f~ll~til11f!J .. tttl~.l\.;p.piUtEirmrnt · of-the-goods a1t~ t;hatiels; .. rights a1Jd . c~ed~ts :wbich
. ~ere.of ..... : .... ~~~.~:~.t .. JJ~~ .. : ... r.f.~~~J .... ::: ... : ... :.: .. :.: .... lat~ .·()/ ···-~-~-~9.~g9 ... 9.f .... ;.?..~.t ... Wg~)?J.D.it9n. ..
· Washing to?;· C~mty, Pa~, . takon amJ ·.made in~ ~onf;r-mity: W.iiJJ the above ~ffidavit~ · · . . . . . . .. · . . ...
. . ·. . ... , .· ·. ·.· .. ·, ... · ,: .. .. ; .. ·~. :; ...
. . .
Savings Ac.c·.ouht No· •. S3825 ·in First. Federal sa~irigs ·and·
Loan Associat;.ion of Washington, Washington, ~a •. ·.· ·
19.69 Dodge Dart Automobile
. Demand Note of ·Dorothy T. Mi'nor d,ate.d August ·10, 1970,; ·
i.n the. face ·amount of· $30.,0.00~00 •• ·
I;)OJ,..LARS.
. 7,122 56
9' 585. .?3'
1',100 00
·.
30,000 ao
TOTAL INVENTORY .... --~~ ............. .,.._ 66 ,'2'7 ... 66
. ; ... -
-------.00 s
~· .00 T
.00 T
1.8;1J65.27
7,122.56
91585.83
3 0,0 0 u .0 0
LlOO.OO
66,273£6 s
65,273.65 ·:
·'
·~ ~" I ." ~ '• _ ... '
.~·.