HomeMy WebLinkAboutOC1971-1002 - ESTATE OF JOHNS·I Ln 3 ~ 7 }9)() () :2.-.. · ··.·· ......... if •,
I,. ALBERT L. JOHNS, of the Borough of Charleroi, Washington County,
Pennsylvania, being of sound mind and memory, do hereby make, pub~~h and declare
t~s to be my Last Will and Testament, in manner and form following, hereby
revoking any will or wills . heretofore riiade by me.
' '.
FIRST. I direct that all my just debts and funeral e:Xpenses be fully
paid and satisfied, as soon as conveniently may be, after rrry decease.
SECOND. All the rest, residue and remainder of irry estate, whether it
be real property, personal property or mixed property, wheresoever situate of
~hich I may be possessed or to which I may be entitled at the time of my decease,
·I give, devise and bequeath the saine unto my brother, FREEMAN M. JOHNS, for his
'Ovm proper use and benefit forever; however in the event that my said brother,
FREEMAN H. JOHNS, should predecease me or in the event .·that he and I should be-
come deceased simultaneously, then in either of such cases I give, devise and
bequeath my residuary estate herein created unto my brother, GEORGE N. JOHNS, for
his own proper use and benefit.forever.
THIRD. I do hereby make, constitute end appoint my brother, FREEMAN
M. JOHNS; if available and if not then my brother, GEORGE N. JOHNS, to be Executor
of this my Last Will and Testament.
IN WITNESS V.iHEREOF, I, ALBP.:RT L. JOHNS, the Testator above named, have
hereunto subscribed rrry name and af;ixed rrry ~eal this ~ / Jd-day of April,
1960.
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IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 63-71-1002
IN RE: ESTATE OF
ALBERT L. JOHNS,
Deceased.
INVENTORY AND APPRAISEMENT
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VICTOR E. ~~VA, ESQ~ fJ:J •
P. 0. 80" 115 I {/'-
- -CHARLER91. 7-)15022
NM-Y~ ~ 39?
P. 0. Na1y Co.,425 Fourth Avenue, Pittsburgh, Pa. 15219
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!' "~ate nf Jruu.ayluauia } .a.a· . , FILE No. 6.;3':.?T::J002:J
~ ~ · C!tnuuty nf 1ll!l a.a4iugtnu ·
~ n ~ Personally before me, the undersigned authority, a .not~y ___ public ............ in and for said ~-~ ~ . ~-~ ._::x: County and State, appeared __________________ f_:rg_e_man.J1 ....... Johns __________________________________ .. who, being duly , ..
o E · :: ; ;, es sworn according to law, deposes and says that he .js the executor ~k~IDi~k~ of the es-
~-~ ~ tate of .:N:J?..~?;.!. .. ~-~---.JgJ:m§ ___________________________ 'deceased, that the foregoing schedules constitute a
~ ~ -~ complete inventory and appraisement· of the real and personal estate of --~):1-~~J ... k· .... J.QhD§ ....... ,
g P ~ deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite
;:; :, c:r each item of real and personal estate in the foregoing schedules are determined and stated by the
•0 "' ~ undersigned to be the fair value of said itell).s as of'! the date of the decedent's death, based upon a
~ g. just appraisement of each item made by ~bove named Executor ~ior.
w c;· . . Sworn and subscribed before me thisz:J .. ~.............. ~ · ~~ /?
--d I . -...... ~ 77hi· /J ........... Y.Y.f.~ .. q&c). ... . .... -~·-···
;:: · ·· ~' _ •..• .•••. ·~···~· . .. .. . Executor-4tll!t< · f<w
· ADDITIONAL INSTRUCTIONS· .
' '. 1. An ·im1e~tory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets. ,
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, 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
aluututnry aub 1\pprai.atmtut ~, the goods and chattels, rights and credits whi~h
were of ........ A\1-);>.~;r.t..;.t .•... J.o.h.ns ................................. .late of .......... Charle.r.oi.\ ............................................. .
Washington County, Pa., taken and made in conformity with the above affidavit.
DOLLARS CENTS
PERSONAL ESTATE "11.
1969 Buick Sedan, having Manufacturer's.No.-4526~9Yl65646
and Title No. A20467384, having value a·s per letter of
Bendik Lancaster Buick Agency in the .amount of,
Three American Express Company Travelers Cheques, each in
the amount of $20.00, for total of,
Undivided 1/2 interest in lot of miscellaneous household
furniture and furnishings,
Total Personal Estate,
REAL ESTATE
UI}divided 1/2 interest in premises located at 806 Fallowfiel·
Avenue, Charleroi, Pennsylvania, being Lot No. 653, improved
· with a two-story frame dwelling house,
(SEE EXHIBIT OF DESCRIPTION
ATTACHED HERETO) . .
Total Real Estate,
... . ;
$ 2,325 00
/
60 uo
150 00
$ 2.535 00
$ 3 '5 00 00
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RE: ESTATE OF ALBERT L. JOHNS, Deceased.
FILE NO. 63-71-1002
INVENTORY AND APPRAISEMENT (continued)
(EXHIBIT OF DESCRIPTION)
ALL THAT CERTAIN lot of ground situate in the
Borough of Charleroi, Washington County~ Pennsylvania,
described as follows: Lot Number Six Hundred Fifty~three
(653) lying between Eighth Street and Ninth Street fronting
on Fallowfield Avenue Twenty~two (22) feet and running back
One Hundred (100) feet, more or less, to a Fifteen (15)
feet wide alley.
Improved with a two-story frame dwelling house and
addressed as 806 Fallowfield Avenue, Charleroi, Penasylvania.
. '
Personal Estate,
Real Estate ,
Total Estate,
R E C A P I T U L A T I 0 N ---~----------
$2,325.00
3,500.00
$5,825.00
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law, deposes and says that the above account
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as stated is true and correct as ............ 'h~ ........................ verily believe.
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I do certify that I have given legal notice to all persons
concerned of the filing of 1the within account in the manner
prescribed by' Statu•te and Rule of Court, as evidence by proofs
thereof filed to No ..... ~.3::.7:?_:-::_3.3L .. : ...... : ... .
Witness my hand and ~fficial seal this.~ __ ;{_~---······
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REGISTER OF WILLS
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IN THE COURT OF COMMON PLEAS OF WASHINGTNN COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
RE: ESTATE OF ALBERT L. JOHNS, )
.. ) FILE NO. 63-71~1002
Deceased. )
FIRST AND FINAL ACCOUNT OF FREEMAN M. JOHNS, EXECUTOR
SCHEDULE A
PRINCIPAL~ PERSONALTY
Receipts, Page 1,
Disbursements, Page.2,
~ 4,824
4,824
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70
$ 0 00.
I
RE: ESTATE OF ALBERT L. JOHNS, Deceased.
SCHEDULE A
PRINCIPAL~PERSONALTY
. ,RtCE jP':I:S. .
Per Inventory and Appraisement filed,
After Acquired Monies: .
/.\ ....
Washington County· Commissi'oners, lump,.,sum death benefit,
Social Security Administration, lump...,sum death benefit;
Conversion of Asset Without Gain or Loss:
Tl1.ree Ameri~an
each
Cash
expenses,
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Company Travelers Cheques,
20.00:
Executor to meet estate
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$60:00
~.60.00
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2 ,5}~/ od
/1 $ 2-·;865 0 _ .....
0 00
1,959 70 1,959 70 If-'--~--"-'--+-..,..
$. _4_ 824 .. 70
------------------------------------------------------------------------
RE: ESTATE OF ALBERT L~ JOHNS, Deceased, SCHEDULE A CONTINUED
DISBURSEMENTS
Administration Expenses:
Russell Marino, Register of Wills; probate fee, etc., $ 13 sc
Washington County Reports, legal advertising,
Th~·Valley Independent, legal advertising,
Washington County Commissioners, zeroxcopies of Will,
Russell Marino, Register of Wil~ filing fee of
Inventory, ·
Russell Marino, Clerk O.C., filing fee of Account,
Elizabeth J. Mugrage, notary p.ublic, estate notarial fees,
Victor E. Riva, estate counsel fees,
Preferred Debts:
Harold. L. Schrock Funeral Home, complae funeral,
Monongahela Cemetery, cemetery charges,
Advancements:
Freeman M. Johns, sole beneficiary under Last Will and
Testament of Albert L. Johns, deceased, delivery of
1969 Buick sedan at inventory appraisal of,
.
'Freeman M. Johns, sole beneficiary under Last Will and
Testament.of Albert L. Johns, deceased, delivery of
1/2 interest in miscellaneous household furniture '
and furnishings,
SCHEDU4.E B
INCOME-PERSONALTY
RECEIPTS,
· None,
DISBURSEMENTS
None,
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12 (5
2 2~ .(.
9 5( .
18 0(
7 5(
301 7C
$ 1,870 50
100 00
$ 2,325'00
150 88.
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l,97Q' sc
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2,475, 0(
$ 4,824 7(
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RE: ESTATE OF ALBERT .L. JOHNS, Deceased. .
'
SCHEDULE c
PRINCIPAL,... REALTY
RECEIPTS· ...
Per Inventory and Appraisement .filed, $ 3,500 00
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I DISBURSEMENTS ;
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None, 0 00
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SCHEDULE D
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INCOBE-REALTY
RECEIPTS. I
None, 0 00
DISBURSEMENTS
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None, 0 00
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· W3shington County Rep()rtS
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
. In compliance with the Newspaper Advertising Act of May 16, 1929, 1•. L. 1784 Sec. 3, paragraphs (3) and (25).
CouNTY oF WASHINGTON} ~TATE OF PENNSYLVANIA . SS.
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 officiall legal periodical for said Washington County, published weekly
hav·ing its place of business at Washington, Washington County, Pennsylvania,
and is acting as its agent in this behalf; that the said WASHINGTON
COUNTY REPORTS. was established on March 31, 1920, and was designated
as the official legal publication for Washington County, Pennsylvania, by order
of the several courts of said County, dated November 11, 1920; that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly ·as printed or published, which appeared in the said legal periodical in
its regular issues on the following dates:
......... Q.c.:t.ob.e.r. ... 2l .•... .z.a ....... l.9.7..l .......... , .............. .
.......... ~.OY..e.mb.e.~ .... 4 .•.... l.9..7..~ ....................................... .
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
::~~ "'iliU .HID·~· .. , =-~~:ltZ~iJZ
·: ,· iY·· · ditor
.·
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Sworn to and· subscribed before
... :1.!.h .......... day of ............ ~2Y..~!!!P..~.f. ............. , 19 .. ?..;!: ........ .
~-.z~~
JU~i.r· .. i;!~ L :::O~.r~.·.,J,;·L··~A
Notary Public, Washington, Washington Co.
My Commission Expires July 1. 1974
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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.
• • • • • • • • • • • • • • • • •
JOHNS, ALBERT L., Dec'd.
L a t e of . Charleroi, Washington County, Penna. ·
Executor: Freeman M. Johns, ~06
Fallowfield Avenue; Charleroi, Pa. 15022 . . ' .•
Attorney: Victor E. Riva. · 524 Fallow-
field Avenue, Charleroi, .Pa. 15022 • I ~ " r ., • , •
. ...
· ..
..
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Proof· of Publication of. Notice· in Thi Valley Independent
Unci~r Act No. 587, App~ed May 16, 1929, P. L 1784,
as.amencled by Act No. 51 of April 24, 1931, P. L 67
State of Pennsylvania }
.County of. Westmoreland •~
Personally appeared before me William H. Pore, General Manager of Th~ Valley Independent, who being
duly sworn, deposes and says that The Valley Independent is a daily neWSpaper of general circulation in
Fayette, Washington and Westmoreland counties;. Pennsylvania, and elsewhere, published in the City
of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which
date The Volley lndepe'ndent has .been regularly issued in said county, and that a copy of the printed
notice Or publication is attached hereto exactly OS the SOme WOS printed and published in the regular
·editions and issues of The Volley lnd~endent on the following dotes, 'October 19 • 1971
October 26 and November 2, 1971
Affiant further deposes and says that he is General Manager of The Volley Independent, a daily
newspaper of general· circulation, and as such is authorized to verify the foregoing· statement under
oath, and Affiant is not interested in the subj~ct matter of the. aforesaid notice or advertisement, and
that all allegations in the foregoing statements as to time, place and character of publication are true.
CoPY of NOTICE
----.l
• 1:
.... .: ... t ...... L::..~ ... .,_ • .,.: .... ~~~~~====~~ I&'·;--?~~
~::
:. ~ . •,
Letters testiimentary ·on the estate of·
Albert L., 'Johns late oHCharleroi, Wash-.
lngton Coont~. deceased; l having ·been •
granted by the Register 'of .. Washington • ..
County, notice Is hereby given to 'all per--· · sons Indebted .to sald'estate,to make im-:;.. • mediate .cpayment, and to . those having ;· · claims ·aganst the same to,present them • '-M without delay to Freeman M. Johnso -.: ' Y executor, 806 Fallowfleld Avenue, Char-. .; · ·.
leroi, Pa. 15022. • Victor e. Rlva, attar-.. ,;... . · -~ney, 524 Fallowfield. A. venue, c.harleroi, .~ ~..:-. STATEMENT OF ·ADVERTISING ·cosTS: Pa. ~15022. · ... -•• ·4 , ,10;19,26.11;2 <. ' • ~····'' ~.r • -> .Victor E. Riva, Attorney at Law . ~~-~. ~~M~1~~~ .. ~ -'--5-2~4-F_a_l_l_o_w_f-ie-ld.._A_v_e_n_u_e---=;....._-------
- . '\ ,,, .•. ·r. · ",,. '• \ .,t .. · .~ .. · · Charleroi, Pa. 15022
.TO THE VALLEY INDEPENDENT, OR.
Far publishing the notice or advertisement attached hereto in The
Valley Independent an above stated dotes ........ $ 12.00
Notary ................................ · . . . . . $ • 75
' Total . . . . . . . . . . . . . . . . . . . . .. ~ . . . . . . . . . . . . . . $ 12 .75,
RECEIPT fOR ADVEiilTISDNG COSTS
The ValleY. Independent,_ a. doily newspaper of general circulation, hereby acknowledge$ receipt of
the aforesaid adverti~ing and pu.blication c.osts and certifies that the same have been duly paid. '-··'· . ;·-. ""';;·~ :e~~~~~oEPENDENT •· -~AID l
t tiY1
~lt t4~ (!tnurt nf arnmmnu Jl~as nf lla.n4iugtnn Qtnuuty
®rp4nus ~ (!tnurt iltuisinu
In the matter of the Audit of Account in
Estate of __ _:A::..:=1-=b:...:e=...r:::....:t--=L::.....:... --=J.....:o:....:h=n:.=s:.....,.__ _____ 1 63-71-1002 No. ___ .:....:_.:....:::........:.:....:...::..:=----------
deceased.
TO THE AUDITLNG JUDGE:
my Freeman M. Johns, Executor Enter ___________ appearance for _________________________ ___
j
~., .. ,~~~-'' 19_7_~
N. B.--Counsel shall, by separate paper, present a concise statement of each
claim, with s.upporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
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Testate Form
PETITION SUR AUDIT
IN ·THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of ..... ~-~~E~---~-~----~.<?.~fl-~---································ .. No ..... --~~-::!.~.::-~_Q9.?. ................................... .
Fiduciary ....... J:':!~~~~~---~-~---~-~~~~-L ................. ·
Execut9r -----------------·--------------------·---------··-··----------------------------; Deceased
Date of · Date of
Decedent's death ......... ~~?~~~~~-~---~:!-~---~-?.?~---·········· Grant of Letters ...... ~-~~9.~-~~---?.·~---~-?.?.~ ....................... .
Th. . h first and final·. . · . · · f'l d · ·· h" · ' IS IS t e ... , ............... : ......... :.: ................... : ......... " .. : ........... account 1 e 1n t 1s ·estate .. ::.! : 1
If there have been, forr;ner accout:"~ts filed in thls 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 material: Not Applicable
'" Did decedent marry :after executi?n 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
Freeman M Johns brother entire. Not Applicable
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
Not applicable
If partial 'intestacy, give facts: Not applicable
Notice to interested'parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6:. Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. t*x ·
· . . · . Not applicable If any except1on g1v~. cause .......... , ... ; ............................... .
' . ' .
File copy of Notice . . . .
and date. of mai I ing ....... ~~~~-~-~~-r~·?-i-9~i·:~!~-~~~-~~---!?-~;~.t:~-~~~--?.~~--.l.'>:~.Y.~~-9 .. J?.~.E~m ..... ~-~~J..~~---·······
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Is estate subject to the fil!ng of a Fede·~al E~ta-te Tqx Return? ............... ~~---··············· .. : ........ ~---···---~-: ..•........... ; ........... .
At. 1 .;....··t d p •I · T f 1 h 't T A t$ 2,565.00, made within 3 c ua pay ... en ma e on ennsy van1a rans er n en once ax. moun ........................................................... .
mon~hs £rom date o£ death, and credit received £or early payment--$2,700.00
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... :
Not Applicable
Give Names and addresses of all unpaid creditors who are. legally· entitled to notice, together with the amounts·
of such claims; state whether they are admitted to be correct;. and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and ·a statement of any other facts deemed necessary for the preparation of the adjudication:
NONE
--~~'
Balance fo~ distribut!on per account,
Itemize any additional debits not shown by account: ,$ ... ~J .• ?.Q9.:.9.Q ............ ..
Total additional debits (Add) $ ....... N.o.ne. ............ , ..... .
Itemize any additional credits not shown by account:
Total additional credits (Subtract) None $· ................................... .
3,500.00 $~ .................................. . Balance for d.isi~ibution
·''It\
If balance for distri"B,~tfon is not" i~ cash, list each iterl'l held in kind, giving appraised Value (or distribution Value);
" ' ~ ;.. . " .
s
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l/2 undivided interest in premises located at 806 Fallow£ield
Ave., Charleroi, Pa., and described in Inventory and Appraise-
ment duly.filed in this Estate, having appraised value o£.,.--· $3,-500.00
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Not claimed
If Family Exempt.ion .claimed by Petition, give place of Record: .................................................................................. .
If Fam/r-'Exem ti n i I i d t d't . I t' h' d b . f Cl . No claim being made • .. y p o s came a au 1 , g1ve name, rea 1ons 1p an as1s or a1m: ............................................... . _;; : ·-~· . . . . ..... . -::.-·
List any advancement or distribution on account that has b~en made, and nature and amount of same:
Freeman M. Johns, sole beneficiary under Last Will and Testament,
delivery of 1969 Buick sedan at inventory appraisal of, _ $2325.00
Freeman M. Johns, sole beneffeiary under Last Will and Tesament
delivery of 1/2 interest inmiscellaneous household furniture '
and furnishings, 150.00
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: ·
Since th~\Executor-Accountant was the sole beneficiary in this Estate, and.
desired to-.,take .the motor vehicle at its appraisal of $2,325.00, and the.l/2
interest in'the household furniture at the appraisal of $150.00, there .
remained only $60.00 balance in cash to pay expenses of the decedent, which
were increased by the County for lump-sum death benefit to a Veteran for
funeral expens~s, and a lump-sum death benefit from Veterans Administration
fQ~ Social Security, the Executor-Accountant then had.to advance cash in
the amount of $1,959.70 to meet the Estate expenses, so as to preserve and
keep intact ·the said motor vehicle and the said household furniture.
Therefore,· it is repsectfully suggested to the Court that there be awarded
to Freeman M. Johns, the undivided 1/2 interest of his late brother, the
·.~i~n,$t~.n:tt: decedent, of, in and to the premises mentioned, identified and
described in the Inventory at the appraisal of $3500.00, but that there first
be advanced by the said Freeman M. Johhs sufficien~ monies to cover audit
and allied costs, as well as balance, if any, due arid owing on Pennsylvania
Inheritance Taxes.
As earlier mentioned in this Audit Petition, the Executor has a credit of
$2700.00 for having made early payment on account of Inheritance Taxes,
which Tax was not only on the assets of this Estate but also on the joint
accounts the decedent had with his brother, Freeman M. Johns, who is the
Executor-Accountant in this Estate, all of which will more fully appear at
large by reference to a c·opy of the State Revenue Department Inheritance
Tax Form RCC-33.
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ............. SJ&Q.rn ............. 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 oL ...... ~.:!:~ ................. knowledge and belief .
........... $.WQ.;!?-.......................... and subscribed before
::n::~;::v __ o~-------F~~-~~;;;;--~-:-·;;h~~----------------------
:;;::~.~;;:::_'::::: __ ?: __ :: __ 7::::: __ :::: ___ ~ ____ ::: __ :::: _9:}~-~~~--------------
ELIZABETH J. JOHNSON, Notary Public ·······················································································•·
CHARLEROI, WASHINGTON CO., PA.
My Commission expires Apri130, 1973.
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No. 63-71-1002
Estate of Albert L. Johns
0 ---· 0 0 00 0-0 0 0-··-·-----0----0 ·--:: •••• ----0-~ ------------' \
deceased.
Deceased
Fiduciary ...... f.X~~~m~ ___ f1_. ____ J.ghn.~_, ___________ _
Executor
---···!"···--------------·------------=---·--------------------··---------·
PETITION SUR AUDIT
FROM· WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e;. and divisions·
thereof: shown on pages 23-24.
1. Written praecipes o~ all Counsel in the
case.
2. Copy of order appointing Guardian ad
litem, if pertinent.
3. Copy of Order appointing Trustee ad
litem, if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A. or an attest copy of Will.
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of letters,
if not filed with account.
· 8. Certificate of liens in case any of the
funds for distribution are from juqicial
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 the_reto.
Victor E. Riva
Attorney
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~W;SS;ELL M~~·HINO=
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
~: Freeman M. Johns
FORMAL NOTICE OF AUDIT
AND
FILING OF ACCOUNT
RE: ESTATE OF ALBERT L. JOHNS,
deceased.
FILE NO. 63-71-1002
Charleroi, Pa.
August 18, 1972
You are hereby notified that the undersigned fiduciary has
filed on July 20, 1972, with the Register of Wills of Washington .
County, Pennsylvania, his First and Final Account in the administration
of the. above Estate, and that the same will be presented for nisi
confirmation on August 28, 1972, and for audit commencing the week
beginning Monday, September 11, 1972, if no exceptions are·filed
thereto within the period provided by law. Audit will be held
beginning Monday, September 11, 19v2, if no exceptions are filed
thereto within the period provided by law. Audit will be held
beginning Monday, September 11, 1972, and continue, if need be,
until the whole has been disposed of.
Please take notice that if you have a claim against such
Estate, either as a creditor, heir, devisee, or in any capacity
whatever, which has not been paid or satisfied or acknowledged, you
must now take such steps as you may consider proper to adequately
protect your claim.
Victor E. Ri va ..
Attorney at Law
Charleroi, Pa.
Counsel for Executor
Freeman M. Johns, Executor
of the Estate of Albert L.
Johns, deceased.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA
• · . ORPHANS' COURT DMSION
INRE:
Estate of.
ALBERT L. JOHNS,
Deceased.
(
)
(
)
(
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No. 1002 of 1971
HEARING ON AUDIT
i BEFORE: The Honorable ALEXANDER R. CURRAN, J.,
Specially Presiding. 0 I-I) z
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~ APPEARANCES: VICTOR E. RNA, Esquire, of Charleroi, Pa.,
representing the Accountant.
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:I ~TIME: ~ Monday, September 11, 1972, at 1:30 P. M., EDST
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0 u is the Executor and the attorney is Mr. Riva.
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ii: MR. RIVA: If the Court please, this is the estate of a decedent
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who died testate. I have here the Audit Petition, a copy of the
Inventory, copy. of the Last Will and Testament.· The man has mad~
a partial payment on Inheritance Tax. And there are not any s pecia 1
problems to call to the Court's attention.
THE COURT: Is anybody else interested in the estate of Albert
L. Johns?
( NO RESPONSE )
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THE COURT: We ,'fill consider the estate closed.
( AUDIT CLOSED )
I hereby certify that the proceedings and evidence are
g contained fully and accurately in the notes taken by me on the hearing of ..,
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the above.cause, and that this copy is a correct transcript of the same •
The foregoing record of the proceedings upon the hearing
of the above cause is hereby approved and directed to be filed.
By the Court,
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ESTATE OF 63-71-1002 No·---------------
Albert L. Johns,
Deceased.
In the matter of the First and Fina 1
Accountof Freeman M. Johns,
Executor
ADJUDICATION AND DECREE
September 28 72 And now , 19 __ , this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
ther~f of the b~lance for distribution in the.l-:lands of the Accountant is determined to be
$3, :JOOi 00 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule 'of disribution hereto attached and made part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg: .
SCHEDULE OF DI
Balance per account---------:...,...--------'f·
Balance _____________________ _
Deduct Clerk's Costs & Receipt!':~-------------
Attorney ___ V_i_c_to_r_E_;•::.....:.;.R.:..::i:_:_v..::.:a ____________ _
Redebit -Assets advanced prior to distribution by the
Court,
Russell Marino, Clerk 0. C., costs in certifying real
estate to Recorder,
18.50
2475.00
4.00
$3,500.00
$31500,00
$3' 481.50
0-c.4,-'6 / C/7 "V
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$5,952.50
j
Olga 0. Woodward, Recorder, costs recording
certification of real estate, 7 • 50 (i. / . .lO &,LAJ)J~ 'T ~-'~·1--t.
1
Contribution to maintain assets of estate in kind, for
distribution by the Court, '.
Freeman M. Jo~·ms, brattier, 'residue, including an
undivided 1/2 interest in real es"tate as hereinbelow
described; 1969 Buick Sedan valued at $2325. 00; an
undivided 1/2 interest 'in miscellaneous household
furniture and furnishings· value'd at $150. 00; held in kind
and distributed as such al the appraised value (value as
shown), credit to be taken by the accountant for items
30.00
advance~ pr~or to distripution by the Court, 5975.00
$5,945.00
$5,975.00
No balance
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REAL ESTATE TO BE CERTIFIED TO THE RECORDER F WASH GTON
COUNTY BY THE CLERK OF TEE ORPHANS' COURT NISION
·'
Albert L. Johns, devisor, to Freeman M. Johns, fall the ight,
title and undivided 1/2 interest of the devisor in and to par estate
described as follows:
ALL that certain lot of ground situate in the Boro
Washington County, Pennsylvania, described as follows:
Hundred Fifty-three (653) lying between Eighth Street and
leroi,
Six
fronting on Fallowfield Avenue Twenty-two (22} feet and ru ning bac One
Hundred (100) feet, more or less, to a Fifteen (15) feet wi
Improved with a two -story frame dwelling house
806 Fallowfield Avenue, Charleroi, Pennsylvania.
CERTIFIED TO RECORDER: OCTOBER ·, 1972.
ed as
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IN THE COURT OF COMMON PLEAS
~F WASHINGTON OOUNTY,PENNSYLV~IA
O~PHANS' COURT DIVISION
NO. 63-71-1002
RE: EST ATE OF
ALBERT L. JOHNS,
Deceased.
TRANSCRIPT OF RECEIPTS
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/ VICTOR E. IVA, ESQ,
P. 0 BOX . -I G'
CHARL 01, PA. 15022
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P. 0. Naly Co.,425 Fourth Avenue, Pittsburgh, Pa.l5219
--,
•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
E: ESTATE OF ALBERT L. JOHNS,
Deceased.
)
) NO. 63-71-1002
)
The undersigned hereby acknowledge· to have received fiom the
bove entitled Estate the items o£ distribution hereinafter noted
pposite the names o£ the undersigned distributees, being the same
warded by the Adjudication and Decree of said Court in this Estate,
hich was dated September 28, 1972; the undersigned do hereby
uthorize and request the Clerk of said Court to enter full satisfac
ion o£ the records thereof £or the items so awarded; and £urthermor ,
he undersigned distributees hereby make no exception to the Decree
f said Court and acknowledge payment of said items listed below
rom the Executor and forever discharge said Executor from any
laim whatsoever by reason of said payment.
RUSSELL MARINO, Clerk O.C.
Audit costs,
Receipt is hereby acknowledged
/ I -fl!--$ 18 .so
thi:f ____ day of October, 1972.
Russell Marino, Clerk o.c.
I'YI c....-
RUSSELL MARI~O, Clerk O.C.
costs certifying real estate,
~ceipt is acknowledged this /~ $ 4.00 ~day of October, 1972. wrzr;: ~~
Russell Marino, Clerk O.C.
rne-
OLGA 0. WOODWARD, Recorder
t:ecording certification of real estattjd
Receipt is hereby acknowledged this day
Witness:
$ 7.50
of October, 1972.
..
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
RE: ESTATE OF ALBERT L. JOHNS,
Deceased.
)
) NO. 63-71-1002
)
The undersigned hereby acknowledges to have received from the
above entitled Estate the item of distribution hereinafter noted
opposite the name of the undersigned distributee:;) being the same
awarded by the Adjudication and Decree of said Court in this Estate
which was dated September 28, 1972; the undersigned does hereby
authorize arid request the Clerk of said Court to enter full
satisfaction of the records thereof for the item so awarded; and
furthermore, the undersigned distributee hereby makes no exception
to the Decree of said Court and acknowledges payment of said item
listed below from the Executor and forever discharges said Executor
from any claim whatsoever by reason of said payment .•.
FREEMAN M. JOHNS, brother, residue, including an
ndivided 1/2 interest in real estate as hereinbelow
escril5ed; 1969 Buick Sedan valued at $2325.00; an
ndivided 1/2 interest in miscellaneous household
urniture and furnishings Qalued at $150.00; held in
ind and distributed as such at the appraised value
(value_as shown), credit to be taken by the accountant
or items advanced prior to distribution by the Court, $5975.00
hereby acknowledged this .]0 ziday of fJc~ , 1972.
Freeman M. Jo ns, brother
\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE iL!
HARRISBURG 't;( /iff
RCC•43 (5-65)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report: '
NAME OF REPORTING C Fl NANC I AL INS Tl TUTION ___ H_AR_Ln-EnR_O""I i'\'FE"D-rE-nR"i"r\ L,..--S:-l'.r.\1 ~,:·;,...,..s':""'S 7'7'~,..,...~ '"'1"L ~"~,,; ,'~~·1 ~=~ _P._SS_r_L __
P.O. BOX 53J l::t E~ L~~;~(~J'\~·.j /~ ,·;:.
" ADDRESS_~~--------------~0~1~)~~-n~.I~C~~n~.!~Dt:·~:.·~··~1~1~n~··)~--------.,,\i\Lo.L..I\v·•1 1 '-•-•••'• .... vv~-
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT Savings Account #7171
NAMES ON ACCOUNT
ORINVESTMENT Freeman M. Johns or Albert L. Johns
DECEASED JOINT DEPOSITOR, Albert L. Johns
TRUSTEE OR INVESTOR----------------
ADDRESS _____ ~~~~~~~~~~~~~~~~~~-806 Pallewfiela Ave., Gfiarlerei, Pa. 15022
DATEOFDEATH September 27, 1971
SURVIVING DEPOSITOR, .
BENEFICIARY OR INVESTOR Freeman M. Johns
ADDRESS ____ 8_o_6_F_a_l_l_o~w_f_i_e~l~d __ A~v~e~·~'-C~h~a=r~l~e~r~o~i~,~P~a~·~1~5~0~2~2~----
RELATIONSHIP TO DECEDENT_-::::::-_B_r_o_t_h_er __________ _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED _____ N_o_v_e_m_b_e_r_9_., _1_9_5..:...5 _______ _
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $ __ ,$..ee,,~gg~5,_,,r-::!l::-e:!2-----------
.... /.. .. ·.\/;·.k···
•
RCC-134 l1-6g) '~
COMMONWEAL TH·OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Bi.JRE1>.U OF COUNTY COLLECTIONS
../fNHERITANCE TAX DIVISION
(
TO: FREEl1AN H. JOHNS
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Date: October 221 19'71
.•
806 Fallowfield Ave, liJASHINGTON
CountY----------------------------
Charleroi, Pa, 15022
County F i I e No. --------------------
Bureau File No.-----------
We have received notice ~~.IDmt·butfcxx.'CaXXXXY..XXXXXXXXXXXXXXXXXXYXXXXXXXXX
on September 271 19_2!_, you-came into ownership of certain propertyD\iin~~mfsW"~~
X~mat1oo'Dit.~ transfer from Albert L. Johns, deceased (Charleroi)
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you, as transferee.
The property on which tax is here~y assessed consists of: JT. HELD IN THE CHARLEROI FEDERAL
SAVINGS AND LOAN ASSOCIATION, CHARLEROI, PENNSYLVANIA, In the names of Freeman M. Johns
or Albert L, Johns, Balance as of date ofcE!ath $6,905.12.
appraised by the Commonwealth, as of the date of death, at $~6L,9~0=..l5~·~12=------
50 % of this amount is taxable at the rate of l5 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT $ 6,90,5.12 $------------~--
LESS: ALLOWED DEBTS·
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
befo~c. 27, 1'~171 yo~ may deduct a
discoun't of 5% of the ainount of tax due, or
D This tax became delinquent, fifteen (15) months
after the date of death and, in addition to the
tax, statutory interest at the rate of 6% ~f the
tax per annum is also due as of *-~----
19_._ in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6% per.annum until
paid
517.88
25.89
TOTAL AMOUNT DUE
r'
$ 517.88
$ ======~========= ....... -:-:.
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APPRAISED By·. --__,,.--,-~...;--.::~~/...t.......;..-' _,!.-!...!....L::..!--ASSESSED.BY·. RHI\~I=H' \:~;(:;~[\(,,<~' , , ... ._. -'-: .... -~-,. :' t' <' /((
{Inheritance Tax Appr'c!iser) (Agent for the Commonwealth)
·~
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to: To insure proper credit to your account
this Official Notice must accompany
-t ~ c_-3 1.
~JU ~w I '(11
1(~nm'~
AGENT fOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON, PENNA. 15301 · ...
~
-
• If you have already paid this tax to an executor, administrator, attorney or ot~er personal represenrofive M the
decedent for forwarding to the Commonwealth, list belaY~ the date pai.d, name ·and address of the person .to whom
you made payment, their official title and the amount. · ·· . ' . · . ·:. ' : .· .· · ~-
Date Paid Name and Address of Payee dffi~ial Title Amount .Paid ..
Under certain circumstances, if, after. the date of death of the decedent, you personally paid funeral expenses
or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended
by you may qualify as deductions against the gross value of the prqperty. in the computation of tax pue. If any
such expenditures meet all of the three following tests, it is recommended that you itemize the payment:; below,
execute the affidavit, and return this notice .. The Register of Wills wil,l examine the debts doimed and al.low
those which he determines to be proper. The tax will then be recomputed and you will receive on amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts, and
2-You actually paid these debts out of the account or property described above and con furnish proof
of such payment, if required, and ·
l-These some debts ore not also claimed, for tax purposes, by an executor, administrator or other
personal representative of the deceden.t handling the administration of the general estate of the
~ decedent or any other transferee. · . . · . · .. . ·
SCHEDULE OF DEBTS
Date Paid Nome of Payee Description of Obligation Amount Paid
'
..
·'
TOTAL $
(attach separate sheet if requ ~red)
COMMONWEALTH OF PENNSYLVANIA)
. SS:
COUNTY Of _ __,.:; _____ _
I, hereby certify that the foregoing is. a just and true statement of
funeral expenses and other debts of the decedent, , for which I
was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the
best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ .
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I
hove allowed deductions listed above in the total amount of$--------..
Dote of Approvo I:-------------------
Register of Wills
v· {-
COMMONWEALTH OF PENNSYL VAN.VAl~trtZ%~1~Y_t.o
DEPARTMENT OF REVENUE-' C.1Lf.:-~~
HARRISBURG lJCtjg . ·t.;/(Jfrs
1 @.1 !'If'!; RCC•43 (5-65)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S .• 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,'
we herewith submit the following report: ·
NAME OF REPORTING CHARLEROI FFDE.f),·,~,-1 <":,'\·,,~)'"" r> 't")fH' A~SN FINANCIAL INSTITUTION -----rr'Ti'""*'ii7'\v-·~""1"")';"'' ._~._:--. 1
7-""'' '--:' .:-:-... -:-.) -:-t-! -~-_.;r_"_'J ..;..;'..;;.V;::.:I..:.:.·--P.U. BOX r;.-"1:1 1 '<· !1 i'r.=-•:-.··q n·,,.. ...; ..., ..; .!. ::)l d ... , J: . '-· '' ·J ,,1{ t.
ADDRESS ------------l::r!=' u~'~:-nn-t' t:ic nr+i(\7r'-:--+.:n+-":+.: '~" • :+-'' ____;··;....:;· -·;.R"'.:.;."·:r· -----. ,, .. , .......... ,v., I i-.IVI\1"\. J.JUL
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT Certificate No. 179
NAMES ON ACCOUNT OR INVESTMENT Freeman H. Johns or Albert L. Johns
DECEASED JOINT DEPOSITOR, Albert 1. Johns
TRUSTEEORINVESTOR---------------------------------
ADDRESS __ ~a~o~6~Ea~luJ~m~3f~i~e~l~d~A~u~e-r,~Ch~ar~l~Q~r~o•ir,~P~a~l~5~0~22~-------
DATE OF DEATH SQptr&r:r,.,Cir 27, 1~71
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR D'W:OOifiiDXIX Freeman H. ,Iahn9
ADDRESS ___ ~80~6~F=a1~1~o~w~fi~e~1~d~A~v~e~·~·~C~h~a~r1~e~r~o~i~·~P~a~·~1=5~0~2~2 _____ _
RELATIONSHIP TO DECEDENT ___ B_ro_t_h_er ___________ _
DATE DEPOSIT OR INVESTMENT 11
WAS ESTABLISHED _____ J_a_nua_r.::..Y_1.....:'~19_6_9_ . .:,_·· -~~--.:..:H+f..cs.B...,,· ~l...._..,;../1 / Y / 0
BALANCE, INCLUDING INTEREST $16 ,109 •48 DUE, AT DATE OF DEATH $ ____________________ _
Signature TITLE
Manager
CHARLEROI FEDERrt. Sf-WINGS AND
LOAN ASSuCII-ITION
RCC-134 11-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREA~bF COUNTY COLLECTIONS
~NFlERITANCE TAX DIVISION
OFFICIAL NOTICE OF INH.ERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION ./ ,,
TO: FH.EE~!AN H. JOHNS
806 Fallowfield Ave,
Charleroi, Pa, 15022
Dote: October 22, 1971
County \'/ASHINGTON
County File No.----------"'--
Bureau File No.------,--------
We have rece.ived notice tlwoc~c:r&.~~Ltc2.tt!u6M;Q.t.OC;~x.xx .. x.xxx:.v,xx.xx..vJ~X ... '{"~X..¥tYUXXX:lQ'XXXXXXXXxxx
on Dec; Zl, 19~, you come into ownership of certain property thmg-h
X·'l£~lx!ermlirxsdowb!~m~t. transfer from Ai~ert 1. Johns, deceased (Char14lroi) .
· Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore taxable
and the liability for the payment of the'inheritonce tax due is imposed upon you, as transferee:
·The property on which tax is hereby assessed consists of: JT. I-!Eill IN TH.v.; CWI.H.LEROI FEDERAL
& TQAN ASSOCIATION, CHAHLRHOI OF}i'ICE 1 CHARU£ROI1 PENNSYLVANIA. In the names of
Freeman M, Johns ·or Albert Lo. Johns, Balance as of date of death $161 109.48.
appraised by the Commonwealth, as of the date of death, at·$ 16.109,48 ·
--5"""0"-. % of this amount is to~oble at the rote of J.6 %
DATE OF ASSESSMENT
, TAXABLE AMOUNT
LESS: ALLOWED DEBTS . .
NET TAXABLE AMOUNT
AMOUNT OF T A,X DUE
D If you pay the above amount within three (3).months
of the dote of death of the decedent I Or On Or
before D~G· il,, 19 7.1 · you may deduct a
discount of 5% Of the Om<?unt of tax due, or .
D This. tax become. delinquent, fifteen (15) months
after the date of death and, in addition to the
tox,.stotutory int~rest at the rote of 6% of the
·tax per. annum is also due as of* _____ _
19 __ in the amount of
*If the. tax is not paid by the above date additional
interest is due at the rote of 6% per annum unti I
paid
·TOTAL AMOUNT DUE · . $
· ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$ -~8~, 0~5~4.LJ.7u::t4=-----$--------------
1,208~21
--.;_ _6D..4J.----
---~ '------~~~'~ ~---.
1,200.21_ . $ -============
APPRAISED BY: _ ;· .. _: ~..;... h/ .... ~~ t _.. r., ~ , I' 6 J ASSESSED. BY: ---R-AH:U S&-lSori:~±L'l=-.. ..wM~Ao.AB.wlNI-UOw.... --------
(Inheritance Tax Ap'pro1ser) (Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money ord~rs payable to: To insure proper credit to your account
this Official Notice must accompany
your payment. Moil or bring it to:
~~/lAM.~
AGENT FOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON. PENNA. ~52.Qr
..i' • • , ••
If you have already paid this tax to an executor, administrator, attorney or other personal representative of the
decedent for forwarding to the Commonwealth, list ~elow the date pa!q, name and address of the person to whom
you made payment, their official title and the amo~nt. · ' · · ·
Date Paid Name and Address of Payee Official Ti.tle
Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses
or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended
by you may qualify as deductions against the gross value of the property in. the computation of tax due. If any
Such expenditures meet aJJ of the three foJJowing tests, it isJeCommended .. that you itemize the payments below,
execute the affidavit, and return this notice. The Register of Wills will examine the debt.s cla.imed a'nd -allow
those which he determines to be proper. The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
. .
1 -You were personally legally responsible for these debts, and . .
' 2-You actually paid these debts out of the account or property· describe-d above and can furnisli proof
of such payment, if required, and
3-These same debts ore not also claimed, for tax purposes, by an executor, administrator or other
personal representative of the decedent handling the administration of the .general estate of the
decedent or any, other transferee. • · · ·· ·
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
'
·,
I
-
,
TOTAL $
' (attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF: ___________ _
I, hereby certify that the foregoing is a· j,ust and true statement of
funeral expenses and other debts of the decedent, , for which I
was legally responsible and which I did pay out of th~ property herein taxed. I further certify, that to the
best of my knowledge and belief, these same debts will not be·cloimed by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 __ _
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I
have allowed deductions listed above in the total amount of $ ., ·. ·
Date of Approval: ______________ _
Register of Wills
. 1;, ... "':''
·\ . . ' ,. ..... c "-··· . . .. .. . ......
RCC-43 (5-65)
COMMONWEALTH OF PENNSYLVANIA ·
DEPARTMENT OF REVENUE
HARRISBURG
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report: · ·
~t:AENgrA~~~~f~~~~iloN Macbeth ~vans Division Employe$s FCU
ADDRESS Corning Gl.ass Works, BoX. 590 C~rleroi,. Pa. • . 15()22
ACCOUNT NO. OF JOINT, ·
TRUST OR INVESTMENT DEPOSIT ___ l_SS_. ___ '----------
~~~~~~~T!~~~UNlert Johns---Free~ 14. Johns
DECEASED JOINT DEPOSITOR, Bert Johns
TRUSTEE OR INVESTOR__;_ _____ ....;..._ _ __,_,...----..,.---"'------
ADDRESS 806 Fallm-rtield Ave-. Charleroi, Pa. 15022
DATE OF DEATH September 27' ~971
SURVIVING. DEPOSITOR,
BENEFICIARY OR INVESTOR &eenan M. Jihns ---------------~---------
ADDRESS ____ es_,6_l_~_l_ow_f_1_e_ld_k_v_e. __ c~_·._l~_o~i•~~~ao~·-=1~~22~-----
RELATIONSHIP TO DECEDENT Brother ----------------~--~------------DATE DEPOSIT OR INVESTMENT March 1 1937 WAS ESTABLISHED · "
BALANCE, INCLUDING INTEREST0 S DUE,ATDATEOFDEATH$_1~•-9_._8_5 ____ ~·-~~~~-----
~ • Signature TITLE ..
~~-~ '% .s-¥ ". '~ J.-=-:-'i Z/. r I "
.s-Jv 'f ! v. 'I' ~ 'I~ I,.-
J
\
\
\ I
~.
.R~~-.JJ4 I 9!,
COMMONWEAL Tl:l OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU~-t:AU OF COUNTY COLLECTIONS
/INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: _____ F~rLe~·e~man~ .. ~.~M~·~J~o~hn~a~~-------------
806 Fallowfield Ave.
Ch~leroi, Pa. 15022.
I
Date: October 2S, 1971
County \'lashingtan
County File No. _________ _
Bureau File No. 03 -z; -/0 D 1./'
. W;tAhave received notice t~~~x§bf:~~H:l@~aooooooooooQooooc~~ on1Hfl;:t:21, · 191l.._, you came into ownership of certain property tbcm.a.Jbai.g~
. transfer from Bert Jolms, deceased (C:P.ar1eroi) · ·
... ·Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers ore taxable
·_·and the liability for the payment of the inheritance tax due is imposed upon you, as transferee.
The property on which tax is hereby assessed consists of: JT. HtJ.IJ :t-1ACBl!:'rH F~VANS DIVISION EHPLOYEES
FCU CORNING GLASS TtlORKS, Box 590 Charleroi. Pennsylvania. In the names of Bert Jolms ·
and Freeman 11. Johns. Ba]aDce aR of date of dea±.h 11098.85.
appraised by the Commonwealth, as of the date of death, at $ -=1~a..:::O..c.9.::.8.:..:.8:::.5~-------
50 . % of this amount is taxable at the rate of 15 %
DATEOF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the dote of death of the decedent I Or On Or
befcDec. 27, 19 71 you may deduct a
discount of 5% of the ~mount of tax due, or. ·
D This tax became delinquent, fifteen (15) months
after the date of death and, in addition to the
tax, statutory interest at the rate of 6% of the
tax per annum is also due as of *------,
. l9 __ in th.e amount of
*If the tax is not ·paid by the above dote additional
interest .is due. at the rate of 6% per annum unti I
paid
APPRAISED B
ORIGINAL ASSESSMENT
$-~54~9u·~4~3-------
$
AMENDED ASSESSMENT
'$-·------
-----------~~
~----------·
$ =================
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to: To insure proper credit to your ·account
this Official Notice must accompany
your payment. Moil or bring it to:
1?wm II JU.<~
AGENT FOR THE. COMMONWEALTH
COURT HOUSE
WASHINGTON, PENNJt 15301
If you hove already paid this tax to an executor, adm.inistrator,, attorney or other personal representativ f 'tb~ .'.
decedent for forwarding to the Commonwealth, I ist below the dote pa i.d, na'"!le 'and address o.f the person to·. whom
you mode payment, their official title and ·the ani'oun·t. . ·:. · . ·
Dote Paid Nome and Address of Payee
. . . . · Dfffci.al. Titt~·. '~~ .. .. \
Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses
or other just debts of the decedent; with funds derived from the property herein taxed, such amounts expended
by you may qualify as deductions against the gross value of the property in the coryJputation ;of~tax due .. If any
such expenditures meet all of the three following tests, it is recommend~d that y~,u itemiz.e the .. payme11.ts b~l.ow,
execute the affidavit, and return this notice. The Register of Wills will examine the debts c:laimed and allow
those which he determines to be proper. The tax will then be recomputed and you will re~eive an ame~ded
assessment of tax. , .
THE THREE TESTS WHICH MUST BE.MET ARE THAT:
1 -You were personally legally respons~ble for these debts, and
2-You actually paid these debts out of the account or property descri.bed above. and con furnish proof
of such payment, if required, and
3-These same debts are not also claimed, for tax purposes, by an ex'ecu.tor, administrato'r or other
personal representative of the decedeQt handling the administration of the general est~te of t~e
decedent or any other transferee. · · ·
Date Paid Nome of Payee
. ..
..
..
SCHEDULE OF DEBTS
Description of Obligation
(attach separate sheet if required)
Q
COMMONWEALTH OF PENNSYLVANIA) ss:
COUNTY OF: _________ .;__ __ _
Amount Paid
.
..
' TOTAL $
I, hereby certify that the forego.ing is a j.us.t,a~d true statement of
funeral expenses and other debts of the decedent, , for which I
was legally responsible and which I did pay out of the property-h~rein taxed. I further certify, that to the
best of my knowledge and belief, these same debts will not be dciimed by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ .
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I
have allowed deductions listed above in the total amount of $ --------•
Date of Approval: _____________ _
Register of Wills
F .. \
Form RCC-33-Rl
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
NO. 63-71-1002 COUNTY OF WASHINGTON
IMPORTANT: This· return must be completed in detail and filed in duplicate, with will attached, with the
Regist-er of Wills of the County where decedent ·resided; Return is due within one' year after
date ·or death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
th~-Intterit!lnce .. !ln!f E_st11te 1'ax J\ct o·f 19!)l.)
::.: .: ~:::::~::~~~ ::_:_~:~-~-_}"'
I
........... Fr..e.e.man. .... M ..•...... Johns....... ...................................................... ...... ...................................... . .................................. Eueutor
~ of the estate ot the above-named' decedent being duly sworn, deposeS and sayS
Decedent· died· ............................ .S.eptemb..er.. .. .......... 27+
(Month) ( llay)
.. , 19 .... .7.l ....... ,F testate leaving a last will, copy of which is hereto attached. }
(Y.,.r) l_ ~lCWf.a<.
0
t he:~am:t::: i:::r:::r:f.ean\t::~:: ::} ...... Victor E._ !.?.:Y.Iil:.• .. P. 0. Box 115 ~------~~-~-:c' 1eroi, Pa ~--~5 ?..~2 ............ .
whom all correspondence should be_ .. .................................. . ................................................. .
mailed.
That as such ..... §.~~-~~!.9..~ .................... deponent is familiar with the affairs of said estate and the property con-
< l•:x.,r.utor-Adm in istra tor)
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 INS-TITUTION 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 Nat1onal Bank and Trust Co. in joint names of instant
·Fifth Street decedent and· his brother, brother Char1ero1, Pa. 15Ull Freeman M. Johns
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 Sc.hedule A attached h,ereto 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, ·r~te of interest, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market· value thereof as of date of death of decedent.'·
That Schedule 8 attached hereto and made part hereof sets forth fully and in detail al!'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, do~ .. to the last
interest day prior to decedent's death in the case of savings banks, and to the date o~;,·d~~edent'-s leath
in all other cases;-.a-ll -bonds, postal savings, treasury certificates or notes and other ~evidence of· in-... '·· . -' debtedne~s of the Uni·ted s,tates to the decedent; all obligati_ons, whether by statut~~,_or .._agreement they
are designated as tax free~ of. the United States, or any-state, or political subdivi,slon ther~eof, or ~f
any foreignrcountry, ~whic~ ar~ owned at the time of death; all wearing apparel, jewel.t;, :Snve'(ware, "PiG.,"'.
tures, book-s, works ·of art, household furniture, horses, carriages, automobiles, boa~s, ';~nd any and al·l.
other personal chattels of whatsoever kind or nature, left bydecedent, together with the"' fai.rly, estimated:
market value thereof.; all bonds and mortga·.~tes held by decedent and of all claims due ·a.~d"e;..{ng deced_ent
a.t the time of death, and ·all promissory notes or other instruments in writing for the pil:~~,n,!,.?f money,
of which decedent died possessed, of-whatsoever nature, with interest thereon, if any, giving the face
value and estimated _fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable
to the estate from life insurance polici·es carried by decedent; all annuity and endowment contracts the
proceeds or which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and a·ccrued interest th~reon 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.
I I
I
I
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 w'ith. tHe ·f'air. 'mark~t value
thereof, any other property owned or"~-~,ql}~~~~~Q. J>y __ the decedent at the time of death.
~ J ., "'" , .... " ~ .. • r r . . )
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 -tw~ years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession o~ enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom trru1sferred, the
relationship of the transferees to the decedent, the proportionate sha.re ,r~_:::e~ved QY e_ach transfe~ee and
all other facts of .a pertinent nature regarding said transfers. In the case of transfers inten.d~Q. ,.t.o"''
take effect in possession or enjoyment at or after death, there is also attached :to the scheduie a ·C~JlY
of the deed, trust agreement or other instrument creatlng the ~r~t. Thero~ is ·also set forth in said
schedule a list of all property, real and pers'onal, with its value, which passes at decedent's death by
virtue ro:f the ex_e.rcis~ by deceden•t, eithe~_;_ indi.vid~ally, .. or·joi':ltly with-another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That ScheduleD 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 da·te-o·f acquisit:Lonrof per·sonalty, plu& the name;· address· a:nd relattonship, i•f any,
of co-owners to ·the de_cedeht. . .. , r
~, r
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses _ ;
family exemption, where applicable;' costs of administration of this estate; counsel fees and cr~~y's -,:j\). commissions paid or to be paid; cost expended for burial trusts, tombstones or gr~v .. ·rs, and reli-
gious services, in consequence of the death of the decedent;· debts and cl~i~s · ·and unpaid at time of
death; taxes accru~d charge.able for period prior to decedent's deat , ··· : .. ·· · . those allowed under Section
651 of the Inheritance and Estate Tax Act); together wi~~-· nt of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciar . .. sent proof of said claimed obligations upon re-
quest, that if the amount actually E{l,_!,;Cii;·· ement of any fee, commission or debt is less than the
estimated amount claiming a ·~~'if'f'that the same will be reported to the Register of Wills, and that
the amount of:~~~~~-be reassessed in accordance therewith •
. ..-:.~~~--·. . ~e'~to.tals of ~he ,aJiflJ.o .. r~t:;., c?l~ _in Schedules "A", "B", "C", "E", and "F" as directed therein,.
. " .. ~ , ':.~;·. ' • ··r-r:~~~~~l';f:ii}~~~·.,.-,.,..,, ---~· _.,, ..... ·•· ·-··· ·!l:W-~~~~~~!~w;;!llli4~' · ,Js:~~,;,,_;"'~~~!t.t;;.>.;;;,-~ .,. .... --~~ ~ .. ~"' ,, ....... ,_,..,._.~~~~.lJI,~~~~~~c'"'··
Subscribed and sworn to before me this .. £ ............. ..
?~9£E~s~t;:~~ ~~~~~::~=
"-CHARLEROI, WASHINGTON CO., PA. . ..................................................... ~ ............................................................................. ..
My Commission expires April .10 1 az.~ (City or Town and State)
NOTE: Before, signing affidavit make sure al1'15r f1k 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.
·,
~.
t:cc-:1?l'a-rn
(:Um\ONWEAL'l'H OF PENNSYLVANIA
'l'!l:\.N~:F!;;n INHF.IU'l'ANCE 'l'AX
H.ESIPEN'.r DECEDENT
, ,J I. I
' ·' '
SCHEDULE "A"
REAL PRO~ERTY
~leal property in Pennsylvania, with statement of mortgage encumbrances upon ~~ach parcE:l at
death of decedent. Where property held as joint·tenant or·tenancy by entireties, report on
Schedule "E". Property held by the decedent as tenant in common with another or others,
should be.identified as to quantum of interest and the estimated value should be that of
the decedent's interest only.
The real. property located in the ·commonwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a refer·
ence to the record of the conveyance by which the decedent took
title; if a farm state number of acres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assess• ments, accrued interest on mortgages, etc., are to be listed on Schedule "F" and must not be deducted from this schedule.
Undivided 1/2 interest in premises located at
806 Fallowfield Avenue, Charleroi, Pennsylvania,
being Lot No.653, improved with a two-story
frame dwelling house, and described as follows:
ALL that certain lot of ground siuuate in
the Borough of Charleroi, Washington County,
Pennsylvania, described-as follows: Lot
Number Six Hundred Fift~-three (653) lying
between Eighth Street and Ninth_Street fron~fmg
on Fallowfield Avenue Twenty-two (22) feet and
running backOne Hundred (100) feet,_more or less,
(1)
ASSESSED VALUE
FOR YEAROF
DECEDENT'S
DEATH
to a Fifteen (15) feet wide alley, $2,730.00
Insert this total opposite "real property", Schedule
"A", in the "As Reported" column on the last page of
(Assessed
!Value for fu
interest)
X X X X X
. (2)
ESTIMATED
MARKET VALUE
$3,500.00
(for half
.,
1 interest)
$3,500.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
in this space)
) , ~-cJ c) • () 0
0(;;[1.
n'cc.:-33b-RI
COMMONWEALTH OF PENNSYLVANIA
TRANSFER· INHERITANCE TAX
RESIDENT DECEDENT
'•
SCHEDULE "B"
PERSONAL PROPERTY . '
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property •>Wned by the decedent jointly with another or others
must be listed under Schedule "E". Intarigible person:!l.l property, titled in the name of the decedent, but
payable at death to another or others, including but 1110t 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 firs.t (e. g. jewelr.y, wear·i~g ·apparel, househo.ld
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 outsi-de· of the State, at the time of death, should be listed in this schedule•
Item
No.
ITEM
List and describe fully /
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
. DEPARTMENT VALUATION
(Do not write in
this space)
3
1969 Buick Sedan, having.Manufacturer's No.
4.S2699Y16561..J.6 and Title No. A201..J.67381..J., having ·
value as per letter of Bendik. Lancaster Buickj ·
Agency. in the amount of, · · · .
. American ~xpress Company Tr:ve~ers Cheques,·. e ch
in the amount of $20.00,' for total of, I
Undivided 1/2 interest in lot of miscellaneous
household furniture and furnishings,
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X
$ 2,325.00 ?.t () 1, .d ~_s .... , 0
'60.00 ~6,a.od
150.00 ~s-d,O)
$ 2,535.00
l'Ll\1\10:\ '1"1•:.\LTII OF PENN SYLVAN I A.
TlL\NSFER INHE!UTANCE TAX
R.."S~IDE:-.IT DECEDENT
.~l l' : ~. . ·~
SCHEDULE "C"
TH.A.NSF'EHS
..
(1) Dirt rtecedent, 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 rtecerlent, 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) _.;o.N;..:o'-----
(3) If the answer to (1). or (2) above is in the afflrmative state:
(a) Age ·of decedent at. time of transfer Not applicable
(b) State of decedent's health ~t 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~au_ ___ _
(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) No
(b) What was the transferee's age at time of decedent's death? -~N~O...t._ __
(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) __ N_o ___ _ ..
(b) The right to rtesignate the persons who s&all possess or enjoy the property transferred or
income therefrom? (Answer yes or no) 0 .
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others Not applicable
(7) Did decedent in his lifetime make a· transfer, the consideration for which was transferee's promise to
pay income to or for the. benefit of care of transferor? (Answer yes or no) ~N~o~--
(8) Did decedent, at any time,· transfer property, the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter, amend, or revoke, or which co11ld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) --"N'-o~----
(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 th~ decedent alone or the decedent and others?
(Answer yes or no) No ·
NOXE 1: The answers to these questions should be supporterl by affidavit by the attending physician as
well as a copy of the death cer-tificate.
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)
NONE
NONE
DEPT. VALUATION
(Dept. ·Only)
' ' RCC-.3:.3e-Hl ....
' COM11WXWE.\LTH OF PENNSYLVANIA
T!UXSl·lm .INHERIT:\NCE TAX
RF.SIDENT DECEDENT
' .
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I~STRlTTIO!';S: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi t.h 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 tmder 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-crwners to
the decedent.
-···· .. ······
Description of Property, Date of Acquisition, Name I Unit.
Address and Relationship of Co-Owners, and Place I Value
percentage Estate DEPART~4ENT VALUATION
CAUTION-Do not Write
In This Space. of Record of Instrument, where Real Estate. 1
4 $100 U. S. Government Bonds issued in
the joint names of Freeman Johns or Alber
Johns, with the following serial numbers,
issue dates and value as of date of death.
C401 253 401E, issued April,l960--$117.48
C401 373 680E, issued May,l960----.ll7.48
C404 933 340E, issued June,l969---117.24
C407 100 54-BE, issued June ,1960--·--117 .24
Total, $469.44
l/2 of which above total is being herein
reported for Inheritance Tax purposes,
Certificate of Deposit No. 179, issued .1~J 1.\q L,q
~~i, 1, 1970 for l year period at intere~t
rate of 5 3/4%, by Charleroi Federal Savi~gs
and Loan Association to Freeman M. Johns
or Albert L. Johns, in the amount of
$15,000.00, together with accumulated
interest as of date of death, making
s.a.:;i.d certificate having the value as of
"date of death in the amount of,
Savings Deposit Account No. 7171 at Charl~roi
Federal Savings and Loan Association in t~e
joint names of Freeman M. Johns or Albert
L. Johns, balance in said Account, togeth~r
with interest as of date of death is in
the amount of $6,905.12, which Account was
opened on November 9, 1955, and l/2 of
which is being herein reported for
Inheritance Tax purposes,
Checking Account at Charleroi Office of
Mellon National Bank and Trust Company in
the joint names of Albert L. Johns or
Freeman M. Johns, which Account was opene~
on July 6, 1964, and balance as of date o
death is in the amount of $1,565.16, l/2
of which is being herein reported for
Inheritance Tax purposes,
Balance in Savings Account as of date of
death in MacBeth Evans Division Employees
.Federal Credit Union in the amount of
$1,098.85, which Account was opened on
April 12, 1957 in the jointnames of Alber
L. or Freeman M. Johns, 1/2 of which bala1ce
is being herein reported for Inheritance
Tax purposes,
Share Valuation
Value of
Entire
Property
""" $ 234.12 ;}..!JL/.17-·
%;6Sy7t./
~.::~' :;; '.,' <'7·'1 fl
I >r.-l
1 f'), s.Y"l
!
i ~-I
.P/9-tfd I
/3~ 0 ?</. 6.3.
Insert this total opposite "Jointly Owned Property", Schedule ·"E" f
1 f h. . $21,128.77·~;,)(.7'7 in the "As Reported" colwm1 on the ast page o t 15 return. L.a.,._,·_~·''------7:....1
Value of
Decedent's
Interest
d tC.~.X-
(
h
CO~tl\lON\\"EALTH 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)
Freeman M. Johns
806 Fallowfield Avenue
Charleroi, Pa • 15022
.
.
'
~
. . '
..
.. .
' :
.
'\ ,., • I' .-'· ,..
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
brother ves not a_llilli ..
cable entire
-'
.....
Deponent further says that all the above-named beneficiaries are li~ing at this time except below:
NAME DATE OF DEATH RESIDENCE
NOT APPLICABLE
(Executor-Administrator
must complete "As
Will ( No ..........
II Reported" column #1.)
Administration Year
.. 0 ...., "1::1 ~ ..... ..... Cb Cb
D< THE II 0 ~ ..... ~ "' "' ::s 0 -"' "' ...., ::s "1::1 ...., Cb e. ..... .\lATTER OF THE APPRAISEMENT II · ~ ..... 0 "' >< "1::1"0 ~ cr ..... Cb
II 0 ..... OF THE ;-"0 ~
trl ~ II ESTATE OF II "' ..... ~· ..... '< ~ ..... cp
II .; ·-
....... j ..................... ········-·-··········· . ...... ·······
Deceased
Late of ............................................ II . '
II U) County of ........ .. c: II ~. ( . . . .................. ...... ··········· ........ . .....
~
II ~
Commonwealth of Pennsylvania > ~ II •' -----o-< w en en n n II .. ?" . ?"· ?"
REPORT AND APPRAISAL II r) t:x5 > : ;:: : ---
~-(,19 '* -(.19-(,19 -(,19 -> "' !:l::l_
(b .... 5-.....
' 1 ..... Cb . l ' c.. -
~ -(,19 '* ~ ~ ~ II ' -; II ,, " -....
-.,., II. ·t"
:) $;,..-..
:) ~~II ·' ~ _, II -2. . . ' ::s II ., I r r. ...... c..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
FREEMAN M. JOHNS
(Executor or Administrator)
In Re: Estate of ALBERT L. JOHNS
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
WASHING'IDN County -File No. __ 6_:3_-_71_-_1_00_2 ___ _
Dear MR. JOHN?:
You are hereby notified that the ___ .... o.._r ... ie.gm...,· ....,al""""-----------~-
appraisement in the estate of . Albert L. Johns
has been f i I ed in the office of the R e..9.i s te r of W i II s o f _ __,W=a...,s...,h~ing"*"",._,t..,o...,n.__ _____ ----,--
County on D:ecember 21, , 19_·f_J. , Said appraisement reflects the following
valuations:
Real Estate ____ :3_,_5_00_•_,_00 ______ _
Person a I Property _ __::2:..1(,_L5~3.L5~·-=-00-=--------
T ransfers
Joint I y Owned,.:-::---=-:· 21:;;;:;-",-=1,2-=8_.~;;;;7;;;;--_____ _
Total '· 27,163.77
.~:..
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) ·percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date __ D_e_c_e_mb_er_2_1_,_1_9_71 __ _
DATE OF DEATH:: September 27, 1971
\
Note: This is not a bill.
Signed ~~FRA_. ---'"-N_C~E~S-=LEO,___ _______ _
Title ___ AP_P_RA_ISER __ ll _______ _
J
--.-::.·
R C C·39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFE'R INHERITANCE TAX
RESIDENT DECEDENT
Estate of JOHNS, ALBERT L.
(Last Name) (First Name)
SUMMARY
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ ..:..:W.:..:A:.=S.:..:H.:..:I.:..:N...:.G.:..:T....:.O.:..:N ______ _
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
~he values set forth opposite each item in the last column to the right in Schedules "A", ~"B", "C", and "E".
Dated: December 21, 1971 n~~ h,UU~ p lNHERITANCETAX'APPRAISER
REPORT OF THE REGISTER OF WILLS
WASHINGTON 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 depon·ent; 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)
;ALUE AS APPRAISED iALUE AS REAPPRA~~D c/
-----!..__L~::....::::..._:t,;)
1 .'iOO-00
2.535. 00
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU'LE F)
CLE,t\R VALUE OF ESTATE
Valuation of life estates or
27 ,163.-. 77
annuities . . . . . . . . . . . . . . . . . . . $------+--
ESTATE TAX ASSESSMENTS $ _____ ..L__
-zr,TZB". n
27,163. 77
none .
27,163. 77
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $ ----------+--2%
Tax on $ -----------4~-6%
Tax on $-----------4--5%
Tax on $ ---------+---,-10%
$ _______ ~---
$ _______ ~---
$--~------4--$ _____________ ~-
$ ________ 4----. ·:· l-Taxon$ @
Exemptions * (*) As evidenced by Charitable .
Total Estate -...,..---,----'-----'--1---
·'' .. ·::.JOTAL TAX
Less<iax .pf.'ev.lously paid
1 "~ 1::.')··1fALANCE
' ;;~~, ;:~' j, 't• I • .'•,
$
$======!== $-----~~~--
.···'' Less 5% oNax>.if paid within ·· .
3 mon.~~;~:arter death i; :r_.··.,: ~· ;-.. . $====:::::;:~:::;:=:= ~ • YJ:.i~i';l~' ·: . ', ,•,t·. . .
.. ' -BALA~~·FY,dF INHERITANCE TAX DUE
I '(
:•
-'"•~t'ft-I-1KI:"" • I Add ~nfer.e~t, a~.rate of 6% from
•1;··:: ;'''····'to~--·----
AMOUNT OF ESTATE TAX ASSESSED",$__,_ _ __;:_ __ -+--
.~ I
1.
'<.
Estate tax ·paid, . , '$--:'-____ ___,~ __
$ •"\
$
BALANCE DUE 1:'. .• $------------1---. ! .. ., .
Add interest at rate of 6% from .'i1•. :: ,1 · \' , . : , .
----------tiO \. > ' · l · $ ----------4--
' ' TOTAL TAX'BA(ANCE $ ---------+---
PAID· $ ------L---
Exemption Certificates issued
by the Secretary of Revenue.
FOR USE OF REGISTER ONLY " ADJUSTMENTS .
NOTE: Where subsequent adjustm~nts are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below-;_· wtith short explanation.
'• t,
q;Pl·
"• ·•·•···· .. ,_-'_·_ .. ·_· .~, :~, .! ... ·.~ .... -.:: ·~, ' -~ ~ ...._~
·.
/'
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Will
Administration t No ..................... .
IN THE
Year .......... ..
MATT,ER OF THE APPRAISEMENT
OF THE
ESTATE OF
ALBERT L. JOHNS
Deceased·
Late of .. .. CH~O.I .
CountY of . WASHING'IDN ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-~
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--
--(···
_DATE December 21, 1971
• DEPAR"l'Mm!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. · 17 1 2 7
COMMONW.E~'f~ OF PENNSYLV.At~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUNTY WA$.HlNG..W..N ............................................... .
FILE NO. 63-71,;_1002 .............................................................................................
ALBERT L. JOHNS · CHARLEROI Whereas, ...................................................................................................................................................... late of ............................................................................................................. .
in the County of .................. W.~.~l:g~.Q.~9.~ ........................... : ........................................................ Commonwealth of Pennsylvania, having died on
the .............................. ?.7.~h .................................................... day of ......... !?.~~.~.~~ ...................................... t9P: ..... , seized and possess~d of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ....................... F..:r.~~.~.~ .... ~eQ ......................................................................... , 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 Ufe 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 Asset Values Made foo· Inheritance '. Tax Purposes
$
Cli'fiT li'C::'T'II'Tw.
See Copy of "Schedule" A of appraisement 3.,5004 00
~~=~· .• ..._...
PERSONAL
See Schedule "B" of appraisement 2,535. 00
JOINTLY-HELD
Se~ Schedule ''E" of appraisement 21.128. 177
TOTAL 27,163 .. 77
.. ' -' ' ..
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'
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fonn~;v:.':fh b1:": ::7h:Ow~ "C<:~1~o~w: ~:; 0~.,.~~~ ~~~~::td:~
' ->c:lf'/ .......• :·· ··~?fiJJ";;;;~·····';(;t ................ Qf.~ · ·iPmrt · offi~J'.\i.). · ............... ·· .... , Pe a.
'
I
t •.• :~
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT.
Estate of
... ~.'l' .. L:~ ... J.OB.N.S. .................................................. .
Deceased.
Late of
Date of Death, Se.p.ternber .. .2?.,.: .. l971 .. :········· .. : ...... .
Appraisemel!t Docket Vol., .. .3.$.~ .......... ::.: .. : ....................... .
Page, ..... 4.U.~5 ....... , .................. No. qJ~7;J,.~;J,QQ.4. ............. .
Filed in Register's 0 ffice, ................ , ........................ .19 .......... .
Am.ount of tax due, $ ........ ~ ....................... : ... , ............................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and charged,
·'
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March 8, 1972
ROBERT.SCHRIFT,. CHIEF
INHERITANCE TAX DIVISION"
COMMONWEALTH ·OF PENNSYLVANIA ·
DEPARTMENT OF REVENUE
BUREAU OF CO,UNT.Y.COLLECTIONS
411 SOUTH SECOND STREET
GABLE BUILDING
HARRISBURG, ~ENNSYLVANIA 17105
Dear Mr. Schrift:
RE: Estate of ALBERT L. JOHNS
' Late of WASHINGTON COUNTY
File No. 63-71-1002
Date of Death: 9-27-72
May we .please have your permission to correct the above mentioned
Estate.
The Certificate of Deposit No. 179, listed on Schedule E, Jointly
Owned Property, was taxed fully and should have been only half-
taxable. ·
The Attorney listed the date of issue as April 1, 1970 in error,
according to the Charleroi Federal Savings and Loan Association
the Certificatedwas issued on January 1, 1969.
This correction will change the taxable amount of the Certificate
from $16,109.48 to $8,054.74, it will change the total of Jointly
owned property from $21,128.77 to $13,074.03 and the Gross Assets
will be changed from $27,163.77 to $19,109.03.
Awaiting your reply, I remain,
/mjr Very truly yours,
FRANCES LEO
CHIEF APPRAISER
J
COMMONWEALTH OF PENNSYLVANIA
Mrs. Frances·~eo
Chief Appraiser
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
March 16, 1972
Room 244, Washington ·Trust Bui-lding
S.E. Cor. E. Beau·& Main Streets
Washington, Pennsylvania 15301
Dear Mrs. Leo: ·
Re: Estate of Albert L. Johns
File No. 63-71-1002
County of .Washington
Date of Death 9-27-71
We have your·letter of March 8, 1972, advising
us that a Certificate of Deposit -was.appraised on the full
amount in contemplation of death in the appraisement filed
of record December 21, 1971. ·
Our attention is directed to Certificate of Deposit
tfo. 179 on Schedule 11 E11 which incorrectly showed the date
of the establishment of said Certificate as April 1, 1970.
When. the complete record was further examined, ·
we found that a bank report (RCC-43 form) from the Charleroi
Federal Savings and Loan Association reported the date of
investment as January 1, 1969, which was well over·the two
year period. Therefore, the appraisal of the Certifi-cate
in question on the full sum under Section 222 of the Stat-
ute was erroneo~s.
In light of the above :facts, accordingly,· you
are ·hereby granted· permission _to reduce the :·appraised val-
uation of said Certificate to 1/2 or $8,054.74. This·
effects a decrease in the total amount shown for Schedule
j
Mrs. Frances ·Leo . . . Chief Appraiser ·
March 16, 1972 -
Page 2. ·
11 E11 to $13~074·~·03,. with a corresponding reduction chang-
ing the total Gross Assets to $19,109.03.
HAB/11
1J;Xf?L~
Herber't. A. Brinkley
Assistant Chief
Inheritance Tax Division
For: Peter -J. McHale
Director·
Bureau of· County Collections
c.c. Russell Marino, Register of Wills
c.c. ·victor E. Riva, Esqu.ire
...
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
FREEMAN M. JOHNS
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
In Re: Es tote of __ A_L_B_E_R-'T---=1--=-·--=-J--=-O.:..::H::..:.NS=---------------
__ W_A_S_;:I..::.:II::-N..c.::G-=T:...::O..::.cN'---County -File No. __ 6_3_-_7_1_-~1_00~2 __ _
Dear ~fr. Johns:
You are hereby notified that the--=--=-=--~C...r.O.~..o~rL...rL.e~W..L..c-"t~e"-"dL-----------
appraisement in the estate of Albert L. Johns
has been filed in the office of the Register of Wills of lvashington
County on March 23 , 1912.._, Said appraisement reflects the following
valuations:
Rea I Estate -----~3~,~St:..!:Ot:..!:O!...J.L.!O~O{__ __ _
P ersono I P roperty ___ .....,2,_,,'-"5'-'3"-'5"-'.L-'O"'-'O"'-------
T ransfers _____ ----:;o-=----:------
J o inti y Owned ----=1~3~,~0:....!.724~·~0_!!!!:3 ___ _
T ota I ______ ....o:!l....,94,w!l~0~9~.~oc..!3'-----
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as P'ov;ded by law. ~.
Date March 23, 1972 S;gned~ ~
Title CHIEF APPRAISER
DATE OF DEATH: September 27, 1971
Note: This is not a bill.
j
Form fie C ·10 •
OFFICE OF THE
,........-:>: REGISTER OF WILLS STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOW~ 3 ? 4 '7fo
THE SUM OF . . . . . . . . . . . . $ ................................... ../,;j."." \
COUNTY
()_ z,~ ... 7 Z/ .. 1 .............................................. . (;{ Washington
AND AGENT OF THE COMMONW~ALTH 0 3-71---/{)()~
ESTATE OF A] bert L. Johns LATE OF----~C~h~a~r~l~e~r~O~i--------------------------
SePEmber 27, 1971 DATE OF FILING APPRAISEMENT ------------------DAT!ii OP DEATH ____ .;:..._ _______ ....:.._ ___________ _
DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT · VOUCHI:'IIII:
Russell Marino, Register of
Wills Probate and short certificates $ 13 so,
~ . Washington County Reports Legal advertising, 14 00
The Vallev Independent Legal advertising. 12 75
Russell Ma~ino, Register of Filing fee of Inventory and
I Wills lh;:~ 1 ;:!DI"'P on f.p q t;n
. Washington Countv Commissioner: Zeroxcopies of Will, 2 zo
Elizabeth J. Mugrage, notary l
nuhli,-. ·Estate notarial fees. 7 . 50
lt;state counsel fees, c/o '
Victor E. Riva, Esq. ltestamentarv assets 301 75
. Harold L. Schrock Funeral Home Complete funeral. 1.870 ·ao --.... ~ Monong~li~la Cemetery . Cemetery charges, . . 100 00
. . • > •
. Russell ·Marino, Clerk'O.C. Filing fee of Account, --18 00 .. . a •c:bailianee due on ' Russell·Marino Clerk o.c .. Admioi!=:trAt"iOD P"XDPD!=:P!=: ~ ,0(]) . .
---
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COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF __ __:W..:.:a=..S=.h:..:.:i:.:.n:~:g:~...:t:.:O::.;n::..::..._______ sa:
1, Freeman M. Johns. Executor HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Albert L. JohnS
' • < ABETH 1 JOHN CHARLER~'· WAsH,:~r~ Notary Public
My Commis . . co .. PA.
. ston exptres Apri/30, 1973
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: ~-./ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA.
Date of death __ (.-"----------------
In the matter of :bhe Audit of Account filed in the Estate of I (). ·01?-··71
No. 1971 -1002 , ______ Term, 19 __ , A.A.
,Tobns II 1 bert I. ' . D~eased
I
) Docket .& '& ·~II '\S=---
TO THE AUDITING JUDGE:
Enter my ·appearance for the Commonweal'th of JnnsylVIa'Ilia, claiming transfer inheritance tax in the above estate, as follows:
:·._.~"' V.l~e of E,... Reruty.'j'f~~~--~lj"f'Q~ .. __ _ .. $ 0 > o; 0 • ~ 0
Personalty .......... f-.......... 1-lJ··~·--···-··--·······-~ J ..3 0 • 00
Additional Assets per Account, Subject to Tax... ............. -.................................. ~ ...................................... $ / '!> (!) 1 '{ t ,.._ 0 3J
Add~on& As.et. pe< Audit, ::t :AL: :~~=~~~=-~ =:~:=::.~=-:~ :·~~~~~~~~q~--~~~~~~()~~~:t~.~i\--"~~-0-____ j~~~~=
CR.
Debts and Expenses per Account; see Note
Add~tioml Debts and Expenses per Audit
I
)
$ _ __k'? ?1 70
$ ______ _
$ _____ _
$ __ ___, __ _
$ _____ _
$ _______ _ $ ______ _
$
TOTAL DEDUCTIONS, $ ------·
NOTE: 'f.he following credits claimed in the Account are
held not deductible •as against the tax:
CALCULATION
Gross V.atlue ......................... .
__ ) __
able
a't
2% )----
)< ~ I~ 1 t--tt. } z ·---$___;_____ __ _
)---
/ $_ z_ j'-tJ tt, '7_{!_
I ~-.. 1 C2 -ill $ o.?~ 0 b ~ () 0 Total Tax ................. _ ................ _................... .............................................. $ t-"j'-"CJ 1 r t.t 0
dt-a c $ ==-'-.8..s£.-O<o-Less amount previously patid .................................................................. $ __ V_ ~ ~ ~ t.rlJ
TAX PAID ON ACCOUNT
$ o2 ... j't? ~ 'C> 0 Balance ............................................................. -..................................................... $
$ ______ _
Interest __ yrs. __ mos. __ days @ __ % ............ _ $---------
$ ______ _
TOTAL TAX AND INTEREST DUE -·---.. _____________ ............... $ ___ ------
<t"
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. ·-
No. ___ , Term, 19 __ , A.A
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ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601 HARRISBURG, PA 17128-0601
FREEMAN M JOHNS
806 FALLOWFIELD AVE
CHARLEROI PA 15022
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX NOTICE OF ASSESSMENT OF AMNESTY . NON-PARTICIPATION PENALTY AND
STATEMENT OF ACCOUNT
DATE 05-13-96
ESTATE OF JOHNS
DATE OF DEATH 09-27-71
F.ILE NUMBER 63 71-1002
COUNTY WASHINGTON
ACN 101
Amount Remitted
REY·IID7U AFP l04·9U
ALBERT L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
WASHINGTON CO COURT HOUSE
WASHINGTON, PA 15301
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
ESTATE OF JOHNS ALBERT L FILE NO. 63 71-1002 ACN 101 DATE 05-13-96
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-21-71
PRINCIPAL TAX DUE: ................................................................................................................................................ : ................................................................ . 2,866.35
PAYMENTS CTAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-)
12-10-71 XD011910 135.00 2,565.00
01-18-96 AMNP PEN 60.17-.00
NOTE: THE 15/. AMNESTY NON-PARTICIPATION PENALTY IS COMPUTED AGAINST THE LIABILITY NOT PAID BEFORE JANUARY 18, 1996, THE FIRST DAY AFTER THE END OF THE TAX AMNESTY PERIOD.
THIS NOTICE IS TO ADVISE YOU OF THE ASSESSMENT OF THE NON-PARTICIPATION PENALTY. THIS NON-PARTICIPATION PENALTY IS APPEALABLE IN THE SAME MANNER AND IN THE SAME TIME PERIOD AS YOU WOULD APPEAL THE ABOVE REFERENCED LIABILITY. PLEASE NOTE THAT THIS NOTICE DOES NOT EXTEND THE TIME PERIOD FOR THE APPEAL OF ANY LIABILITY OTHER THAN THE NON-PARTICIPATION PENALTY.
INTEREST IS CHARGED FROM 06-28-72 TO 05-21-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED
w IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
2,700.00
166.35
298.31
464.66
j
PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the nama and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
All payments received shall be applied first to any interest which may be due with any remainder applied to the tax.
REFUND CCR>: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications ~ra available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour
answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania
REPLY TO:
DISCOUNT:
PENALTY:
INTEREST:
and within local Harrisburg area (717) 787-8094, TDD8 (717> 772-2252 (Hearing Impaira~ only).
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
If any tax due is paid within throe (3) calendar months after the decadent's death, a five percent (5%) discount
of the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period.
Interest is charged beginning with first day of delinquency, or nina (9) months and one (1) day from the data of
death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of
six (6%) percent par annum calculated at a daily rata_of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rata which will vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 1996 are:
Year Interest Rata Daily Interest Factor Year Interest Rata Daily Interest Factor
1982 20% .000548 1987 9% .000247
1983 16% .000438 1988-1991 11% .000301
1984 11% .000301 1992 9% .000247
1985 13% .000356 1993-1994 7% .000192
1986 10% .000274 1995-1996 9% .000247
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest must be calculated.
RCC·4 (8·68) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N0.8 1191 0 OFFICIAL RECEIPT • PENNSYLVAN~A INHERITANCE AND ESTATE TAX
w__TW'[ft· .... o---i!mtf-· .. _o....,.us...;AN'""""'Dr--:-FI___,VE~,....mn_m_RE_.D_. _S_Il_· _n_ .. _· F_IV_E_' _a_nd_· ___,o_0..!._/~1=-oo_. · -·-:--_ .... ·-_--:-·-:--_ ..... _. -_-_-_-_--_. dollars RECE~fleemun M. Johns .. ~CT • representing Pennsylvania Inheritance or
ATTY • 'VICQJOR E, RIV A Estate Tax due from the following estate:
From: ____________ ~----~-------------------.------------------------------~-----------------tm
524 FALLaiFIELD AVENUE Address · ·
CHARLEROI, PENNSYLVANIA 15022
63•71·1002 File No. Date of De
D$cember 10, 1971 Date of Po y me nt --------------------------------1
ALBERT L.. JOHNS
Nome of Decedent -------------------------------1
tvASlUNOTON CountY------~----------~----------------~
Remarks: MJR
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' S E A L
2% Tax on $ _________________ -~>------------------~
$ On Account $ 2,100.00 6% Tax on -----------------------=------------1111
15% Tax on $ _________________ $ _________ _
% Tax on $ _________________ $ _________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ % froni -----------------
to ______________________ _
TOTAL AMOUNT PAID
$ _________ _
2.700.00 $------~----------
135.,00 $------~---
2,565.00
. . ~ , Received by ~--,.L:.:+--------=;:;::.....:........:......:......::..,...-_ ___;.;_:::.!:::.,. _________ 1.,
NOTE: In accepting the transfe~ 'lnh'erltance tax on future estates, prior to the death of the life
tenant or tenant far years, as e_vldenced by this receipt, II Is understood that the Commonwealth shall
not be precluded or prevented'fram hereafter assessing additional lnheritonce lax at the death of ~w~.(L!::l!.~~~~;_:.~~:.:=:::::::::::.._ _________ ,,UI
life tenant or tenant for years whenever II appears that such additional tax may be legally due
collectible for any reason whatsoever.
PR:Ej?ENT :&ECEIPT WHEN LIFTING INSTRUMENT
_ Washington, Pa., ..... J..rJ.. .. : .. i...:-:.. . .2. ... ~ ..... 19 ........... .
N2 9 2 8 9 RECORDER'S OFFICE
RECEIVED OF .......... f~ .... m .. ~ .............................. . ':·::;:~~;~:1~~::::·;~~:s-~~:: be ce=ded
Fees ............... $ ...... ~ ... J!...~ /1 /} JJ f ~ ;( p.L /()
St t T $ .so ........... ~ ................................. ~ ae ax.............................. r
1.00
Certificate and Seal $ ................... . TO
Registration Fee .... $ ................... .
Satisfaction ........ $ ................... .
Total ............... $ ... 7 .. :.f-:! .. Recorder of Deeds
State Realty Tax ... $ ................•...
.... ·----...: I !
~ ;:.:J .......,
ll'-::n rn ~ c.n c: '!I'-·-
Mrs. Frances Leo
Chief Appraiser
March 16, 1972 :X: -z: ..
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Room 244, Washington Trust Building
S. E. COr. E. Beau & Main Streets
Washington, Pennsylvania 15301
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Dear Mrs. Leo 1
. Rea Estate of Albert t. Johns
File No. 63-71-1002
County of \"lashington
Date of Death 9-27-71
:Po ;::::::J
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v.J
We have your letter of March 8, 1972, advising
us that a Certificate of Deposit was appraised on the full
amount in contemplation of death in the appraisement filed
of record December 21, 1971.
-' I
Our attention is directed to Certificate of Deposit
No. 179 on SChedule "E.. which incorrectly showed the date
of the establishment of said Certificate as April 1, 1970.
When the complete record was further 1!1Xamined,
we found that a bank report (RCC-43 form) from the Charleroi
Federal savings and Loan Association reported the date of
investment as Jan}tary 1, 1969, which was well over the two
year period. Therefore; the appraisal of the Certificate
in questio~.on the full sum under Section 222 of the Stat-
ute was erroneous.
In light of the above facts, accordingly, you
are hereby granted permdssion to reduce the appraised val-
uation of said Certificate to 1/2 or $8,054.74. This
effects a decrease in the total amount shown for Schedule
.....
\
Mrs!l Franc:;e$ Leo Chief·Appraiser
March ,1.6; 197 2 ~ • '. • c ' ,...
Page 2 •.
"E11 to $13,074.03, with a·cor~~sp6ndi.ng l:'edUct~Qll Chan,g-
J.ng ··.the total G,;oes A$sets t<> $l9; 109-.o~. ·
.•
. ~·
.aerbe.r.t A; :Brinkley
Assistant Cbief . ·· ,
·lrine,ri tancs 1'ax Pi v.1 si~>n
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fe>r; Pet~t J. Mc:;aal.e · : I>.trector · · .. ~ .
;
· Bli~e.au. of Co'unty Coll.ecti.Qns
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N THE COURT OF COMMON PLEAS 0
~ASHINGTON COUNTY, PENNSYLVANI
ORPHANS' .COURT DIVISION
FILE NO. 63-71-1002
RE : ESTATE OF
ALBERT L. JOHNS,
Deceased.
COPY OF
INVENTORY AND APPRAISEMENT
I hereby certify that this is
a true and correct co~y of th
Inventory and Appraisement
filed in this Estate.
--j;:~
~4/fl'/ ( 77 ~
VICTOR E. RIVA, ESQ.
P. 0. BOX 115
"CHARLERO.l.z fA. tl5022.
P. 0. Naly Co.,425 Fourth Avenue, Pittsburgh, Pa.IS219
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' l\ffi~auit ®f tExrrutnr ®r i\~miuiatratnr
~tate nf Jeuu.ayluauia }
C!tnuuty nf 1lllla.a4iugtnu .a.a: FILE NO. 63-71-1002
'1""' / Personally before me, the undersigned authority, a .n.otar.Y .. .»~lic ____________ in and for said
' .9 County and State, appeared _____________________ H.eMD .. HJI. .. ~ohnl .................................... who, being duly
sworn according to law, deposes and says that he is the executor ~---of the es-
tate of --~-"~t---~-'---J.~lm.t. __________________________ deceased, that the foregoing schedules constitute a
· Albett L JobM complete inventory and appraisement of the real and personal estate of ---------------------~---------------------•
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
( ndersigned to be the fair value of said items as of the date of the decedent's death, based upon a
()) ust appraisement of each item made b~-U'bove named Executor XJUJM~.
\ \ Sworn and subscribed before me this .V .... ~--~·-····} _ . f f;~ ·· ··· ~-······· ·· ... ··· n·?&·· : ) -·r··· ........... E.~~~~t~~~---~-~~~~-~····················· %---~. . 'j_'·"'( ... ~~ ......
ADDITIONAL INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, 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
~uueutnry null 1\pprai.atmtut .of the goods and chattels, rights and credits which
were of ......... ~~ .. '----~~---~~lm .................................. .late of .......... ~~~'-'-~-~ ............................................... .
Washington County, Pa., taken and made in conformity with the above affidavit.
PSISONAL BS!A1B
1969 Buick Sedan, having Manufaoturel''a No. 4S2699Y16S61f6
and Iitle No. A20t.W738CJ, bavq value •• pel' lett•• of
Bendik f.ancaater Buick Apnoy in the emount of,
~~ bl'ican lbipNsa Caapany bavelera CheQUes, each in
the amount of $20 .oo, for total of,
Undf.v14e4 1/2 1ntereat in lot of miscellaneoue houaeholcl
furnituM an4 fumlahSnae,
total Personal latate,
DOLLARS CENTS
$ 2,32S 00
60 00
150 00
a 2.s3s oo
Undivided 1/2 1ntereat J.n pHJD!aea located at 806 fallowf!el J
Avenue, Charleroi, Pennaylv-"ta, betna Lot No. GS3, tnwroved
with a two.-stol')' frtme dwelling house, · ·-.;
(SBB BIH!Bit OP DESCRIPtiON
total Real 8atate,
' '•
AftACHED H£RUO)
• 3 ,500 00
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RE: ESTATE OF fiLBERT L" .JOHNS,·· Deceased.··.
... -~ "" ' ' . -•" ., ~ .. ... .
. FILl;:~ NO. 63-.7L.;~L002 -_ ..... ......
·'.
· INvENTORY AND· APPRAISEMENT· .. · {continued)
. . . ~· .· . . '
·' !BIT OF DESCRIPTION)
ALL THAT CERTAIN lot 'pf ground siuua~e .in the
. . .
Borough of Charleroi, Washi~ton.Cou~ty; Pennsylvania,
described as follo\9s:. Lot Number Six Hundred Fifty-three
(6S3) lying· between Eighth Street and Ninth. St_reet 'fronting.
on Fallowfield Avenue Twenty-...two. (?2) feet·· and running back ·. .
One Hundred (100) feet, more or less, to a Fifteen (lSJ .
feet wide alley.
Improved with a. two-story frame dwelling house and
addressed ·as 806 Fallowf:teld Avenue, Charleroi, ·Penasylvania.
-~.
Personal Estate,
Real Estate,
Total Estate,
. .•
I
......
·,
R E C A P I T U L A T I 0 N -·-------------
...
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· ..
-'~ ; ..
$2,~~5.00
st,SOO.OO . .,. ,035.00
I ..
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:
Form RC C-10 DEDUCTIONS ALLOWED IN .. . .
THE SUM OF . . . . . . . . . . . . $ .. 6.2.7..7 .. ~ .. ..7P OFFICE OF TME
REGISTER OF WILLS
OF _....:.W.:.::a~l::.:h=.:!::.:ll:;:~gtr:a..=.O=:;it=· --COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS .. 9.= ... k.Z. .. ':.7..~
AND AGENT OF THE COMMONWEALTH
ESTATE OF A.Jbe:rt' t,, Jnbfj~ LATE oF---~Ch~-w•ur~l~e~r~o~fL-----------------------
DATE OF FILING APPRAISEMENT ---------------DATE OF DEATH _ _..;;:.S~e.:;..~~Jtb~e.....;r__..;2~7_t::...._l __ 9~7-· ~-------
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHE"
Russell Mal'ino, Regia~er of
~obate a8d sho~t ce~tificatea,$ Wille 13 so
~aehinzton County Repo~tl te~al advel!'tis1~, l'l 00
ifhA Vall~v 'Iftfi, -:"&llt Le1.al advertisimz: 12 1S
~rr;11 Martno~ legi.etet-of Fil ii)g fee of Invent-ory and
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WasbJnstoa
1, ~aemaa M •• Jobna, Executor HEREBY CERTIFY, THAT. TO THE BE8T OF
MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD 01"
ADMINISTRATION SUBMITTED TO THE ESTATE OF Albtl't L, JObDI DECEASED. AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES. ~ ~ ~~ / (L. S.)
"ORE ME THOS O?rz:;(y <H' ~ v ~ ~
CHARLEROI, WASHINGTON CO., PA.
My Commission expires Apri130, 1973
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