HomeMy WebLinkAboutOC1971-1063 - ESTATE OF ENGEL\!,'l
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
NO:63-:71-Ji063
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IN RE:
ESTATE OF
JOAN ENGEL a/k/a
JOANNA ENGEL,deceased
PAY TRANSCRIPT
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SHERMAN H.SIEGEL
ATTORNEYAT LAW'
W'ASHINGTON,PENNSYLVANJAW~H~=~T
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
(ORPHANS'COURT DIVISION)
IN RE:
ESTATE OF
NO.63-7l-u.{!)63
JOAN ENGEL a/k/a
JOANNA ENGEL,
DECEASED
PAY TRANSCRIPT
The undersigned hereby acknowledge to have received
of Ervin Wayne Engel,Executor,of the Estate of Joan Engel a/k/a
Joanna Engel,deceased,payment in full,in accordance with
Schedule of Distribution of the Court dated October 20,1972.
Russell Marino,Clerk,audit costs
and costs certifying real e~tate
Russell Marino,Agent,transfer
inheritance tax 48.
der
15.00
200.00
200 .0~a~L.M.J ~.I.a1l<2t~
Andrew Russell Enge!,
17500.00 7..#.jl~·~~~P~~~~fA'Berman
Ervin Wayne Engel,son,
legacy of 1/8 household goods
and 1/8 residue
McCarrell Leander Engel,son,
legacy
Harvey Nelson Engel,son,
lega'cy
Andrew Russell Engel,son,
legacy
Herman Johnston Engel,son,
specific devise
Olga o.Woodward,Recorder,
costs recording certification
real estate and recording
release of'legacies
Henry Ford Engel,"son,
legacy
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Dorothy Mreriak,daughter,
legacy 1/8 household goods
and 1/8 residue
Hazel DeWalt,daughter,
1/8 household goods and 1/8
residue
Herman Johnston Engel,son,
1/8 household goods 'and 1/8
residue 27.507~
Herman Jonnston{I
McCarrell Leander Engel,
son,legacy 1/8 household goods ~~(Q nA I ~
and 1/8 residue 27.~'c)'--..:~~'~'~~~~~'~~.'~~(P~..'~qiL.~4
McCarrell Leander Engel
27.50
27.50a ~./L
Andrew Russell Engel V
Andrew Russell Engel,son,
legacy of 1/8 household
goods and 1/8 residue
Harvey Wilson Engel,son,
legacy of 1/8 household goods
and 1/8 residue
Henry Ford Engel,son,
legacy of 1/8 household
goods and 1/8 residue
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Qtnmmnnwtalt4 nf lbnn.aylttanta.!.an:lJan4tngtnn C!lnunty.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
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on the 21 st.day of
Russell Marino
October A.D.1971 ,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Joan Engel a/k/a Joanna Engel
late of Chartiers Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Ervin Wayne Engel
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Ervin Wayne Engel
committing unto him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to r,ender a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said
Office at Washington,this 21st.
;day of October in the year of our Lord one thousand
nine hundred and seventy-one
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Register
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Township,Washington County,Pennsylvania,do hereby make and publish this
I,.JOAN ENGEL,sornetimes lmmm as JOANNA ENGEL"of Chartiers
WHli?.EAS,I have this day conveyed to my son,Ervin VTayne
as Codicil No.1 to my Last Will and Testar.lent dated November 26,1962.
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now
CODICIL NO.1
II'Engel,the cottage and lot of ground devised,in Item 3 of my said Will,
therefore,I hereby revoke Item 30f said Will.
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In all other respects I hereby ratify and confirm my said Will
dated November 26,1962.
8th day of January,,1966.
IN TIITNESS WHEREOF,I have hereunto set my hand and seal this
S~gped,sealed,
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I~crO{10....S /h..oeJ;(SEAL):-(.,if:.;~~"'::~"';"":'~,'::,j~;';';,~----I
published and declared by the above-named JOAN ENGEL,as and i
if~r Codicil No.I to her Last Will and Testament,in the presence of us ,m.o
have hereunto subscribed our names at her r'equest as witnesses thereto,in
~he presence of the said Testatrix and of each other.
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of ChJ.rti.t~1~3 ~nmship,:!:ashingtbn C01mty J Pennsylvani"',
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do make'~.nd pU:Jlish this rJlJ L?.st ·.'iil2.and ~estaI!1ent hereby reiJokinr;and
annullin;J.t'1..~.r and all Wills by no at any t.ime heretofore made.
~:1:I direct that trJ Executor hereinafter n~~ed shall pay all
my jll.st debts and funeral e:;::penses C'.S soon after rr:f".J decease as convenient.
IT::~,l 2:I 3i'18 J devise and beque""th :rI;/hous8hol~]::;oods to rr:f".J ei~ht
children :1ereLl2,fter nClrJed to be c1ivi:3.ed amon'~the;';}as they see fit.
:ri",:~:r 3::;:gi-';-c,devise anc]'bequeat::.to !WJ son,Er1ri.nWa~me Engel
'che southern part of rTrj farn,and in ord.er to establish t.he lines'thereof,T
d:i.rcct th::.t rr:;?::ecutor hereinafter named shJ.ll have the lot sl~ve::red ana
·sa:td lot.
TT"'T.'"~1,'..:.._.!.J...-:0.
of c::...~ound,:9~eser:t.ly fenced;t~:.is I ;:::i,ro,devise and bequeath to her,to=?:et:'er
",lith a ri~:ht of YJay to the hL,:h',',ray as presently e:·:isting for in'JTess and
0P'8~S and the ri;;ht to use ':Tater for dO:3est.ic p1.1.rposes from the farm reservo
and I direct that n:,T Zy.ccutor hereinafter n2.ned shall'have the lot s1J.rveyed·
ar.d sive to the said devisee herein a leed for the p~~ose of establishin~the
lines on said lot.
ITE~~5:'Tnereas,my dau:;hte:.~Eazel r;G~'!alt has a house erected on a
lot of,:;round.:9resently fenced;this lot of ground I f;ive,devise and bequeath
to her,toget~1er -;rith a riGht of ~'i'a:f as 'presently existin:;to the hir:;!Eray for
inzress <.1.nd e.~.ress and the ri-:;ht to l~se ;late::...~for domestic ourooses fron the
fE.I'M reservo;'!",a~d I direct that ~r ::':-:ec'lltor shall have said lot 8U!"v8:,red
and ~;ive to the said devisee herein a Deed for the ptepos·3 of cs·ij,3.1Jlish:i..ng
t~p li,ncs on said lot.
IT;'~~,;6:I :,:ive,devise and beC1,neath TTJ farm purchased by me fron
Dr.et.<11.,:i.n Gho.:.,ti,ers,Cecil and ~.~t •?leasant To~mships,
containin;::130 .,lcrcs,:r:J01'O or less,(.sxcept t,te :?arcels of ~rounc1 devised in
::;x?ra:;;:,c]§1S 3,hand 5 above)to r;ry son,:;el:'man JOh.11Gton Sn,,:el,he,hovre'ler,
to pa:r to n~.r sons J :.lcC<1rrcll Leander T~w':81,:'~ar...,ey tJe1:Jop r:n -;e1,l'ndl'c;T
::luGsell 3n;.-:el and Henry Yord ':.:n r..::e1 ,the su.r:J of t':ro hundred (0200.00)dollars
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each \In.thout interest,withj.n one year Cl.fter my death;said SUTIIS are to be a
charge on the farT:]deiTised 2.:1f1.Glmll he a lien thereon until paid.,
Tl'EH 7:All the rest,residue and renainder of my estate,real,
personal and misred,I ~ive,de\iise and bequeath to my ei:;ht children;Ervin
'rayne Ensel,EcCarrelJ.Leander ,:::ne;el,Harvey Nelson En:~el,AnOre"i!Russell
En;el,Henry Ford Engel,Dorothy Mrenal{,Hazel De";'!alt and Eernan Johnston
Lt·.S'rLY:I hereby nominate,constitute and appoint n::r son,Ervin
'(rayne 3n.~el,B~':ecutor of this my Last ';7i1l and Testament.
:rrr \71T!-rSS.'3 :,'11-31£0:5',I;,JOAr:E~:SEL,the Tesi;.atri;:,have unto this
!rlj-Last ~"[ill and ?esta~ent,set my hand and seal this the 26th da:!of
Eoyer:1ber,1962.
Si2~ed,sealed,published,and declared by ti~e above-na~cd JOA:{E?GEL,as anc
for her Last ~:ill and T.e3ta~ent,in the urescnce of us,~ho have hereunto
subscribed our namcs at her request as -.'rit:;'Jsses thc2.'Gto,'in "i.ihe presence of
the said Testatri.::and of each other.
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i\ffiltunit (@f itxrrutnr (@r i\~miutatrutnr
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I~tate nf Jeuusyluattia }
C!!nunty ;'nf 1llIIas4iugtnn ss:
P ;11 b f th d'd th 't Notary Public . d f .'dersonay e ore me,e un erslgne au orl Yi a In an or sal
!Ervin Wayne Engel ,County apd State,appeared :who,b~Ing duly
sworn ac~ording to law,deposes and says tha~ng~1.··is the executor d[~OO»K of the es-
tate of .g:~.~~...~~9'.E!:~....c~/.~!~...~~.~~~.~1.deceased,that the foregoing schedules constitute a
"complete ,inventory and appraisement of the real and'personal estate of ..J.aan...Eng.e.l ,
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
undersigrt¢d to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above named Executor ~trxWtx
.Sworn:'iand subscribed before me this }~,)(;.J~'
,,'of J~nuary 19~W~~~~,~......,:..............Executoe~KiKttK«ili
.......A ~..'..d~P.~H......
WASHI G~:ON.W HINGTON co..PA.
My Commissl:-Ex ir February 27,197£ADDITIONAL INSTRUCTIONS
I,
1:-Ail inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery o.f 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
I ~nuentnry aub Appraisement of the goods and chattels,rights and credits which
II i /k/I Enge1 .h t ..h .were of .J..Q,an Eng~:..~:~~Q.c;lJ:m~.late of ~~;-:~.~.~.~~9.~~~~.p.:,.
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Washington,:County,Pa.,taken and made in conformity with the ab01Je affidavit.
PERSONALTY:,I
DOLLARS CENTS
"Household furniture 220 00
REALTY:
ALL that
Cecil and
it
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certain tract of land situate ~n Chartie~s,
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Mount Pleasant Townships,Washington County,
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Pennsylvania,adjoining lands now or formerly of'Millers
,Reformed
Run .Cemetery,R~D.Scott,Mille~s .Run/Presbyte~ian Church,Il
William and George Barnett and V.L.Cowden.CONTAINING!,
130 Acres,more~or less.
,
EXCEPTING AND ~SERVING the Pittsburgh coal.
FOR LEGAL DESCRIPTION,see Deed Book 556 page 456.
TOTAL.
17500
17720
00
00
Filed JANUARY..... .~,
-------------------------------~-'I~G
~3 ..7/-10 c,~
Inventory and Appraiseme"!t
IN THE ESTATE OF.·:
"'-.
\JOAN ENGEL a/k/a JOANNA···ENGEl;·····.·······································:.:,
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SHERMAN H.SIEGEL,ESQUIRE
215 Washington T~ust'Bldg.
Washington,Pennsylv~nia"
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55:
The within named Accountan.t being duly sworn according to law,deposes and says that the above account
as stated is true and 'correct as D.~..~verily believe.
Sworn and subscribed before me this l~:t.l}.
Washington County,ss:I do certify that I have given legal notice to all persons
.concerned of the filing of Ithe within account in the manner
.prescribed by Statute and Rule of Court,as evidence by proofs
thereof fi led to No J3..:.72.~.3JL .
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:;t~~s:,,~~~and f~ffl_Cl~lsealt~"_:~l~Z2.:
~/If}'IYI..'.........!~..ll~_ .
'Register of Wills
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The Court is resp
proper distributio
FIRST AND FINAL ACCOUNT
of ERVIN WAYNE ENGEL,Executor of the Estate of JOAN ENGEL a/k/a
JOANNA ENGEL,decease'd,late 'of Chartiers Township,Washington
County,Pennsylvania.
THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS:
Inventory and Appraisement:
j
PERSONALTY
REALTY
'$$220.00
TOTAL DEBITS.
TOTAL CREDITS
17720.00
$17720.00
3020.90
$14699.10
Advancement by devisee 'to maintain ass'ets in
kind 2800.90
BALANCE $17500.00
THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS:
1972
Sherman H.Siegel
Reg.of Wills
Washington Co.Reps.
Reg.'of Wills
Observer Pub.Co.
Jan.10 Speakman Funeral Horne'
Apr.26 Sherman H.Siegel
Register of Wills
Margar~t Bails
1/10/72 Russ'eTl Marino,Agent
Reimbursement for:
Probate costs $22.50
Advertise'
letters 14.00
Filing Inventory 3.00
Advt.letters"14.00
Burial expense''
Attorney's fees
Filing this Account
Notary Public
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a/c Inheritance
tax $852.00
5%discount 42.60
TOTAL CREDITS
53.50
1252.00
886.00
15.00
5.00
$2211.50
809.40
$3020.90
,];rvin Wayne'Engeln.D..;:J,lL:.,CanO/ls"ut,.!'I~enrisylval1la,E)(~Cu~or;.'...',Sherm'an H:Sie'ge1,:Esq.'
:11.5 y~/lGhjng~.'ll.t'l'rU.I.t\Sidg.WasJ'lmgton.'l"1fInsylvafllaAUorney..
".7l251.~n"3~,
,
Observer.Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In cd-mpliance with the Newspaper Advertising Act of 16 May.1929.
P.L.1784.as amended.
Commonwealth of Pennsylvania.County of Washington,SS:........•:..
Personally appeared before me.a Notary Public in and for said County'..
and State•.......R*.~.b..~.r.g....S."....C.Qw.an................•who beirug duly sworn
~ccording to law.deposes and says that he is the ......Yic..e.::-:P.r.e.s.id.en t.
of the Observer Publishing Company.a P'ennsylvania corporation.and its
agent in this behalf;that the said Com.pany iSi the'owner and publisher of
the Observer-Reporter.SUCC'essor to The Washington Observer.established
September 18.1871.and The Washington Reporter.'established August 15.
1808.a daily newspaper of..general.circulation.printed and published and
havin'g its place of 'busines's at Washington.Washington County,Pennsyl·
vania.where It'or'its predecessors have bee)l established and published
cO-p,tlnuous'1y for more than six months·prior to the publication of the notice
hereto aUached;thllit the pr.inted notice or advertisement hereto attached·
is a copy of an official advertisement.official notice;legal notice or legal
advertisement.exactly as printed or publiShed iii.th~Obslerver·Reportel'"In
its regular editions on the following date or dates;.
..........................o.~.t.Q.b.e.r ,.25.,No.velQher 1 and 8.,.1.9.71...
thll:t neither th'6 affiant nor the Observer Publishing Company is Interested
in the subject matter of said notice or advertising and that all of the allega·
tions'of this affidavit as to the time,place and character .of publication
are true.'..~.j~
'..Ex~culor'~NOTTCf:
,E,STATE •OF"Joan Enl:~J a/lt/a
JPal1)1,"F.nl(cl,deceased late ofCh~rl1er~Towns!jJp,.Wash.lngton,Cb\\nty"Penna.~":~:'•.'...I
Letters Testa/114l1.1~.·'I·''!iil.,on·th~atrove cstale havill;'g '."granted!o ~he !Jndersil(ned,'all tOns hay.
JIll(claims a,::ainst the late"are reoquestedtotnakc..kno.\\'n'the sametotheundersil:nell'or his attorna-y
and all persons indehted to the dece.dent are requested tn make pay.
ment to the undersigned without de.Jay.
Swo,"to .nd.nb'~~;;;'l£/td;?71
MARGARET M.BRADLEY,NOTARY PUBLIC________~.'-"..~•.c.n••'.~A'-I~A1_C£.lI.l.I\I:LY.:..-_
"
,Washington County Reports
Washington,Pennsylvania
(PUBLISHED B;V WASHINGTON COUNTY BAR ASSOCIATION)
.,PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS
STATE OF PENNSYLVANIA •
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being dilly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the official!legal periodical for said Washing,ton 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 regu1ar issues on the following dates:
...........~~.y.,~.~.~~.:....~..?.....~.~..~.....~.~..!.....~..?..?..~.........
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.
• ••• ••••••• • •• •••
EN,GE,L,JOAN,a/k/a J 0 ANN A-.ENGEL,Dec'd..
~ate of Char-tiers Township,Wash-mgtop County,Penna.'.Executor:Ervin Wayne Engel,R.D.#1,Canonsburg,Penna.Attorney:Sherman H.Siegel,215Wash(ngton Trust Bldg.,Washhigton,Penna.'
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that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
::g=~,M~~m.rit ~to ::~-=~~_:~t&~/
~-~ditor':'-"-:~~Sworn to and subscribed before It-this .~(.--,, .r.....\.,~...~,
......l8.:t.h day of NQ:Y.~.m.Q~.~,19.n...........r -/.crtf~::~:::~N~:N;t;,y-Mi~--~,~.
Notary Public,Washington,Washington Co.
My Commission Expires July 1.1974
---------r-...."
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May.1929.
P.L.1784.as amended.
Commonwealth of Pennsylvania.County of Washington,SS:.....•..••..
Personally appeared before me.a Notary Public in ano for said County,.
and State•.......R~.~.h.~.r.g S."C.Ow.an who bell1Jg duly 8>worn
.Vic '-.according to law.deposes and says th8;t he Is the e p.xe.~.~g.ep t
of the ObSl8rver Publishing Company.a J?lenn.sylvania corporation,and its
agent in this behalf;that the said Com.pany 18>the'owner and publisher of
the Observer·Reporter,SUCC'essor to The Washington Obs'erver,established
September 18,1871,ano The Washington Reporter.'establlshed August 15,
1808,a daily news,paper of ..general circulation.printed and published and
havln'g Ita place of business at Washington,Washington County,Pennsyl-
vania,where it'or'its predecessors have \)ee)1 established and publlsh'6d
ccmtinuous'1y for more than six months prior to the publication of the notice
hereto attached;th8lt the printed notice or advertisement hereto attached·
Is a copy of an official advertisement.official notice;legal notice or legal
adyertlsement,exactly as printed or publiShed lit thl3 Obs1erve!'-Report(j1'in
its regular editions on the following date or dates;.
..........................O.\;.t.Q.b.e.r 25.,No.ve.ll1her l and 8.,.1.9.71 .
that neither th'e affiant nor the Observer Publishing Company Is interested
In the subject matter of said notice or advertising and that all of the all-ega·
tions of this affidavit as to the time,place and character .of publication
are tru~...~~~.l~~
'.
'..EXI'Clltor's NOT1C~;F;9I'AT~OF"Joan Enllp!a/klJf)Ann~EnJ;cl,deceased l~tp "I
ChartlNI'Townsl1..!p,Washlnlllm,County..Penna.•.".~'..
Leltcrs Tl'sta/Tlentary;atpon Ih"bove eolate havl)\.J·billln'IlrAnled
10 \he "ndNsillned,'lIl1lMrIlOn~h~v.
1111(el~Jms all~ln~t the !!State Brl'rl'·Q\l"~ted to make known-thp snnw
to thr undersilmelii or his :,t!nrt)(}\,
,.n(l <Ill persnns indehted to Ih~d('<'~
cnt ;lre requested 10 l1l~kc p"y.Men!tn the undeulgned without de-a)".
Ervin Wayne·Engl'lR_D.-#1 •.
(';lnonshur...-.!'ennsylv~ni.l,Jo:x.eculor-.'.,
>onrrnlan H.Sle'l(cl,'ENq.d~\o,;;IRhinlilt()II~Tru!t Bldlf.W~~I'IIngton.PlIImiylvanlaAttorney.L 71~l\J·Mon.·3t",r;~--~\.A.;~"".,...----~_.....
Sworn to and '""~~;;;'1l/td;?71
MARGARET M.BRADLEY,NOTARY PUBLIC
n ",,0--'pi IIIQPII'l\IC)'Ol\!cOIlM:wryr-_
"Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
Estate NotIces
The Register qf Widls bs granted
letters,testamentary or of administration,
in the following estates.Notice is herebygiventoallpersonsindebtedtheretoto
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•• •• • ••••••••••••
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTO~}SS
STATE OF PENNSYLVANIA •
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJ1 legal periodical for said Washington Countyj 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 9r advertisement,
exactly 'as printed or published,which appeared in the said legal periodical in
its re~ar issues on the following dates:.-
...........~~.~~.~.~~.:....~..!.....~.;.!.....;.~..L ..~.?.?..~.........
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I ENGEL,JOAN,a/k/a J 0 ANN Al'.l!JNGEL,Dec·d.'
~ate of Chartlers Township,Wash-mgton County,Penna.
Executor:Ervin Wayne Engel,R.D.#1,Canonsburg,Penna.
Attorney:Sherman H.Siegel,216WashingtonTrustBldg.,WashlrtgtonP~nL '
....--:":
Notary Public,Washington,Washington Co.
My Commission Expires July 1.1974
that the affiant or the corporation in behalf of whioh he is aoting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the~',pi ce.and character~fe publication
are true.~t&"~j .r-J~~/
.................................:t:,&,:~...l!2/~
~~{~d.i~or
....."'"----.:..!"J.Sworn to and subscribed before this ....,•..~':'..'::'(,5-/;:-')----:''--..-:-<~-
::.~.-:-::.."........r:;('{"'o,.'••:....
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......18.:tll day of NQy.~.m.1?~,19.7.1..
·!ft·:::::~~::A:~:··N~i;;Mi;;··
SHERMAN H.SIEGEL
ATTORNEY AT LAW
WASHINGTON,PENNSYLVANIA
WASHINGTON TRUST ElUIL.DING
IN THEiIIORPHANS'COURr OF WASHINGTON COUNTY,PENNSYLVANIA
j
iINRE:il
i!
"ESTATE OF
To
JOAN ENGEL a/k/a
JO.l\NNA ENGEL,deceased
Mrs.Hazel DeWalt
R.D.#1
Canonsburg,Penna.15317
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NO.1063 OF 19 71,A.A.
NOTICE OF FILING ACCOUNT AND AUDIT
PLEA~E TAKE NOTICE that the Account of Ervin Wayne Engel,
Executor of the above captioned Estate,'has been filed in the
Office ::of the Register of'Wills of Washington County,Pa.,at the above
Number,and that the same will be called for audit before the Orphans'
,Court l:at Washington,Pa.,at the .session of said Court beginnIng Wednesday,
Sept.'13,1972 at 10:00 o'clock A.M.,at which time and place
you may appear and be heard,if you so desire..I
Copy of First and Final Account is enclosed.
Dated at Washington,
Augusit 24,1972.
I:,IP.S .:1
Pa••
SHERMAN H.SIEGEL,
Attorney for Accountant.
I
Mailed Audit Notice~and Copie~of First and Final Account August
2~,1972:
R.D.#1,Canonsburg,Penna.
186 Alexander Ave.,Strabane,Pa.
R.D.#4,McDonald,Penna.
8 Alexander Ave.,Strabane,Pa.
351 Ridge Ave.,Canonsburg,Pa.
R.D.#l,Canonsburg,Pa.
n "n
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1.Ervin Wayne Engel
2.McCarrell Leander Engel
3.Harvey Nelson Engel
4.Andrew Russell Engel
5.Henry Ford Engel
6.Dorothy Mrenak
7.Hazel DeWalt
8.Herman Johnston Engel
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In the matter of the Audit of Account in
/
JOAN ENGEL a/k/aEstateof {
JOANNA ENGEL,deceased
TO THE AUDITLNG JUDGE:
1063 of 1971No.---=:....:...---:._--=.__~--'-'~_
Enter m_y appearance for A_c_c_o_u_n_t_a_n_t _
{
13th September 72____,day of,-'.19_
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,wJth supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate pa,per.
Council suggesting proper distribu·tion shall file a separate concise state-
ment in that regard.
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.No.1063 of 1971
In re Audit of Account in Esta:te of.
JOAN ENGEL a/k/a JOANNA ENGEL,
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AUDIT
.'rarrip~fnr "'pp~araur~
FOR
'Vd ··'00 rW10NII'IS\ilr\
SlltM JO 'cl~:HStn3U
~0Nfti'1'f~-n:-J S:s nH,
~:'~.l :';:i 'SHERMAN Hi.SIEGEL,ESQUIRE.."..
S.t £Ud 92 ~J0 2Li Attorney
.!4 a'"'3"~-It I -I J .~.~2 •". ' .i.,...Ll ,..~
PETITION SUR AUDIT
~.-.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
\
Testate Form )
.JOAN ENGEL a/k/a JOANNA ENGELEstateof__.._.
Deceased
1063 of 1971No____ _ .
Fiduciary._~!y~~~.~¥.!1.~~~.CJ:~.~.!.
...~~.~g)J.tQ.+..
Date of Date of
Decedent's death Q9j;QQ~*_..J.J.L ..J.~.7.1 .._Grant of Letters Q~.~9P.~;l;~J.(..J.~.?J..
This is the F.ir.st...and...F.inal account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
None
..._-~-____-_-- -_.-_-.
Election to take NONE
~xM~~k (cross out one)
II
Date Election Place of;
Fi led _ _..___.....Record _ _ .
Name f i i Spouse 'predeceased decedentosurvvngspouse_..___ ____ _ _.._ _ .
List issue,where material:
See below.
Did decedent marry after execution of will?(indicate)X'l!s;No.Any children born after execution of will?(indicate)
x~.No.If answer yes,name them _.__.~___ ___ .
..._._-__.
Leg.atees Relationship Interest Fiduciary,If deceased or not sui Juris
Ervin Wayne Engel Son 1/8 household furniture and 1/8 residue
Dorothy Mrenak Daughter Devise and 1/8 II II II II
Hazel DeWalt Daughter Devise II ""II II "
Herman Johnston Engel Son Devise II II II II II II
McCarrell Leander Engel Son 1/8 Household furniture &1/8 residue
Harvey Wilson Engel Son 1/8 Household furniture &1/8 residue
Andrew Russell Engel Son 1/8 Household furniture &1/8 residue
Henry Ford Engel Son 1/8 Household furniture &1/8 residue
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
Te~tatrix,during her lifetime,'conve1ed the parcels of land referred to
in Items 4 and 5 of'the Will to the "devisees therein named.
IJ partial intestacy,give facts:None
Notice to interested.parties.Have all parties,having either vested or contingent interests and al'l'crediors entitled
to notice (Court Rule No.9 paragrap.h C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~f{
If any exception give cause:No..eXc.ep.tion .
File copy of Notice Notice of Audit mailed August 24,1972,copy of same attached.
and date of mailing .
No.
Is estate subject to the filing of a Federal Estate Tax Return?.
At ltd P ,I . T f I h't T A t$852.00 paid Jan.10 1972.c ua paymen ma e on ennsy vania rans er n en ance ax.moun / .
(Le~s ~42.60 discount).
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
NONE
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
NONE
Balance for distribution per account,
Itemize any additional debits not shown by account:$..~.?!.~g.~.:.~g __.
Household furnd,;turedistributed to children under
Item·2 of WiLl;220.00 r
$17,720.00
Total additional debits (Add)
Itemize any additio;,al credits not shown by account:
Ervin'Way?eEngel -family exemption
$.
1,500.00
:./
17,886.00
166.00
$17,120.00.........._---_-.
. $16,220.00
].,,666.,0.0;
,/
Advancement by devisee to maintain assets in kind
Total additional credits (Subtract)$,.
Kurtz Monument Co.-marker'
Balance for distribution
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Household furniture $220.00
Real estate 'in Chartiers,Cedil and Mt.Pleasant Townships
containing 130 Acres,more or less,des'cribed in schedule
attached 17,500.00
)
"\.'.
If Family Exemption claimed by Petition,give place of Record:......tgm~J..Y...~~~mp.t~.9.~...g.+.~~~~Q ..~.~4...p.~Jd.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
List any advancement or distribution on account that has been made,and nature and amount of same:
Household furniture appraised at $220'.00 distributed among 8 children
under Item 2 of Will.
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:..'I.Audit costs.
2.Balance inheritance 'tax,if any.
3 .._Household _furniture,'to 8 children under Item 2 of Will.,.i
4.Real es~tate 'consisting of farm in Chartiers,Cecil and Mt.Pleasant
Townships containing 130 Acres',more 'or less,and described in Schedule
attached to Heiman Johnston Engel under Item 6 of Will.Attached herewith
is Rel'easeexecuted by McCarrell Leander'Engel,Harvey Nelson Engel,
Andrew Russell Engel and Henry Ford Engel acknowledging receipt of
the$200~00 legacie~charged against said real e~tateand releasing s~id
legacies't'rom said tract of land.Req'uest that ,Release be recorded with
Certification of,Real Estate.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly -;Sworn doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc.
to the best of..his-.·knowledge and belief.
Sworn '~.............................:to and subscribed before ;::I ~()f
~e thiS.....~.5J:;h.:da~~f-_AJl\JlJ.S.t_---------rt---?J _~~__~__
Signature of Officer...............~.llQ.~
T· I f Off'~.~.MAR~BAILS ,.It e 0 Icer·········.....r'··No-rA~.uaUC-.
WASHINGTON,WAr.;GTON CO.,PA•..'.'m COMMISSION EXf-IRES FED,'n,19y§Office expires ::.
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~QAN ENGEL a/k/aEstateof.._..,._..
..~QhN~.~..~N~~~___ _._...---..
Deceased
Fiduciary ~BY~N Wl\XN_~~Ng~;y_I.._ _
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:porograph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any .of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
SHERMAN H.SIEGEL,ESQUIRE
Attorney
~2
F-'I r-f'\..-t.0,
'72 ocr 20 PH 3 35
RUSSELL MARINO
REGISTEr<OF WILLS
WASHINGTON CO .•PA.
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~2 •PRESENT RECEIPT WHEN LIFTING INSTRUMENT•
N~9785
Washington,Pa.,!..~7~19.7.J::::
RECORDER'S OFFICE
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RECEIVED OF.....;?~.._..~..~.........~....~;..~
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Fees $..~..~-:P..
.50
State Tax $.
1.00
Certificate and Seal $ .
Registration Fee $..
Satisfaction $..
Total $1t..sP...-State Realty Tax $..
~
Recorder of Deeds
-----~-~~----~--------~----------~---~-~-~....~--~--~....-.......----.,..-..
PRESENT RECEIPT WHEN LIFTING INSTRUMENT
9786
Washington,Pa.,(..~.!.~19...2 .
RECORDER'S OFF!CE
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RECEIVED OF te~fu..~T ~1 'J:::..~
Paper/f?~qf.;t:~.~~No <t.f....¥.~..to be recorded
in the Recorder's omfe'of WasHfugton County,Penna.Parties named below.
Fees $..l~.~..~..
.50
State Tax $ .
1.00
Certificate and Seal $..
Registration Fee $ .
Satisfaction $..
Total $..7 f?'1?..~Recorder of Deeds
State Realty Tax $:..
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'euusylnuuiu,(@rp4uus'arnurt liuisinu
ESTATE OF
.Joan Engel,a/k/a
Joanna Engel,
Deceased.
No.63 -71 =rffi"10 (,3
In the matter of the First and Final
Account of Ervin Wayne Engel,
Executor
ADJUDICATION AND DECREE
And now Oc to ber 20 ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
the,:eo.£..Qf tbe..balance for distribution in the hands of the Accountant is determined to be
iTt ,'(6U"W .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 disribut-ion hereto attached and made part hereof,unless exceptIons hereto be flied
sec.reg.'or an appeal be taken herefrom sec.leg.
.&=~/~,
Specially Presiding :<y/
SCHEDULE OF DISTRIBUTION /
Balance per account _
Additional debit asked at audit
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts,_
$17,500.00
1886.00
$19,386.00
1666.00
$17,720.00
32.50
Andrew Russell Engel,son,legacy,charged on land,
credit to be taken by the accountant for funds in the amour t
of $200.00 advanced prior to distribution by the Court,200.00
Henry Ford Engel,son,legacy,charged on land,credit
to be taken by the accountant for funds in the amount of
$200.00 advanced prior to distribution by the Court,200.00
Harvey Nelson Engel,son,legacy,charged on land,
credit to be taken by the accountant for funds in the amour t
of $200.00 advanced prior to distribution by the Court,200.00
$17,619.24
$17,419.24
$17,219.24
$17,019.24
$16,819.24
48.26
$7.50
7.50
.
Olga O.Woodward,Recorder,costs recording
certification of real estate,
-costs recording release of legacies,
McCarrell Leander Engel,son,legacy,charged on land
devised,credit to be taken by the accountant for funds in
the amount of $200.00 advanced prior to dis tribution by
the Cour t,200.00
Attorney_---!:=S!.,!",h~e~r.llm~a!<.!.nLH.Y...&.._"S.LJ.i~e'¥q~eJ...l _
Russell Marino,Clerk O.C.,costs in certifying real
estate to Recorder,
Russell Marino,Agent,transfer inheritance tax,$47.40
Interest from 7 -11-72 to 10-29-72,.86
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Herman Johnston Engel,son,specific devise of real estat ~
as hereinbelow described,held in kind and distributed as
such at the appraised value,said devise subject to legacie
charged thereon,which have been paid as evidenced by release
of legacy reccr ded herewith,17500.00
Contribution to maintain assets of estate in kind for
distribution,900.76
$17,720.00
Ervin Wayne Engel,son,legacy of 1/8 household goods
and furnishings and 1/8 residue,share of household goods
advanced prior to distribution by the Court,27.50
Dorothy Mrenak,daughter,legacy of 1/8 household goods
and furnishings and 1/8 residue,share of household goods
advanced prior to distribution by the Court,27.50
Hazel DeWalt,daughter,legacy of 1/8 household goods an ~
furnishings,which have been advanced prior to distributio ~
by the Court,and 1/8 residue,27.50
Herman Johnston Engel,son,legacy of 1/8 household gOO(s
and furnishings,which have been adva9-ced 'prior to
distribution by the Court,and 1/8 residue,27.50
McCarrell Leander Engel,son,leg9-cy·of 1/8 household
goop's and furnishings,which have heerl;advanced prior to
distribution by the Court,and 1/8 residue ,.27.50
..
Harvey Wilson Engel,son,legacy of 1/8 household goods
and furnishings,which have been advanced prior to
distribution by the Court,and 1/8 residue,27.50
Andrew Russell Engel,son,legacy of 1/8 household goods
and furnishings,which have been advanced prior to
distribution by the Court,and 1/8 residue,27.50
Henry Ford Engel,son,legacy of 1/8 household goods and
furnishings,which have been advanced prior to
distribution by the Court,and 1/8 residue,27.50
$220.00
No balance
REAL ESTATE TO BE CERTIFIED TO THE RECORDER O~DEEDS OF WASHINGTON
COUNTY BY THE CLERK OF THE ORPHANS·COURT :C/IVISION
Joan Engel,a/k/a Joanna Engel,devisor,to Herman John ton Enge ,devisee of
all the :'right,title and interest of the devisor in and to pal cel of real estate as
herein described,said devise made subject to charges.imppsed ther(on which
charges have been paid as evidenced by release of legacies recorded herewith,
subject real estate being described as follows:
ALL that certain tract of land situate in Chart ers,Cec 1 and Mt.
Pleasant Townships,Washington County,Pennsylvania,bo~nded and described
as follows:
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BEGlliNING at a stone at corner common to 1 nd of Mill rs Run
Cemetery,formerly Millers Run Presbyterian Church,la d now or formerly
of R.D.Scott and the tract herein described;thence by 1 nd now 0 formerly
of said'scott,South 400 15'East 1176.12 feet to a white 0 stump;thence by
same,South 51 0 15'West 1742.4 feet to q,black oak;then l e by lot f the Millers
. '0RunReformedPresbyterianChurch,N~rth 40 West 90.7 feet to a stone;
.'0
thence by same,South 55 West 305.95··feet to a point;th nce by sa e,North
0.';,
35 15'West 148.76 feet to a point;,thence by same,Sout 560 48'
"
feet to a point;thence by land of William and George Barn tt,Nort
:.0West909.8 feet to a post;thence by same,North 15 Wes
Hickory;thence by same,North 83°30'W.~st 72.6 feet to a white 0 k;thence
,0 .
by same,North 32 30'West 804.37 feet to a post;thence by land 0 V.L.
;.I
CONTAINING 130.25 Acres according to plot ade by •M.Day,
o "Cowden,North 18 East 323.4 feet to a hiCkory;thence b
17 1/20 West 412.5 feet to a post;thence by same,North
feet to a point in the road;thence in said road by other la ds of the antors,
North 870 19'East 256.5 feet to a point;thence by same,North 72
'685.5 feet to a point;thence by land of said grantors and t e Miller
Cemetery South 380 East 1117.9 feet to the place of beginn ng.
January,1928.
BElliG the same as conveyed to h-ndrew H.En el and Jo nna Engel,
his wife,by deed of Loyal H.Moore et ux.et al.dated Fe 1928 and
recorded in the Recorder's Office for said County in Deed ook 556 age 456.
The said Andrew H.Engel died June 19,1943 whereupon t e entire t"tle to said
tract of land vested in Joanna Engel as survivor of the ten ncy by th entireties.
EXCEPTING AND RESERVING therefrom and thereout uch parcels
of ground as were conveyed by decedent during her lifetim •
CERTIFIED TO RECORDER:OCTOBER 26,1972
RELEASE OF LEGACIES RECORDED:~~~OBER 2 ,1972
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS I COURT DIVISION
JOAN ENGEL,a/k/a
HEARING ON AUDIT
The Honorable RICHARD DI SALLE,J.,
Specially Presiding.
SHERMAN H.SIEGEL,Esquire,of Washingtoo,Pa.
representing.the Accountant.
No.1063 of 1971
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IN RE:
Estate of
..:uii:
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~PPEARANCES:uo
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N
<JOANNA ENGEL,
z«:iDeceased.>-1/1ZZIIICL
ioI-~Z
x~EFORE:~
•
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!rIME:Wednesday,September 13,1972,at 10:00 A.M.,ED TI-a:oCLIIIa:
I-~THE COURT:The estate of Joan Engel,also known as Joannaou
~Engel.The Executor is Erbin Wayne Engel and the a ttorney isuii:l&.
o Sherman H.Siegel.
MR.SIEGEL:If Your Honor please,I ha\€the necessary
papers for the audit of this account.The decedent left a Will in
which she devised her farm to one son and made certain other
devis es 'vhich are no longer effective because she conveyed the
real estate which was devised prior to her death.We ask that the
-------#-----------------------------11---
balance be aH/arded household furniture to the eight children and th
farm to the son named in the Vvill.And there was a charge made 0
this tract of land and the legatees entitled to the charge have execu ed
a release of legacy which "Je have attached to the account and aske
that it be regarded at the same time as the certification of real est te.
2
Joan Engel,also known as Joanna Engel?
THE COURT:
~z«>....>-(l)zZIII~THE COURT:
oI-eIZ
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Is there anyone here interested in the estate of
(NO RESPONSE)
The audit is closed.
(A UDIT CLOSED)
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0:...I-0:oa..III0:
I-0:
::loU....«UiLl&.o
I hereby certify that the proceedings and evidence
are contained fully and accurately in the notes taken by me on the hearln<1
of th~above cause,and that this copy is a correct transcript of the same.
The foreqoi nq record of the proceedings upon the
hearing of the above cause is hereby approved and directed to be filed.
--
J.
)
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
(ORPHANS'COURT DIVISION)
IN RE:
ESTATE OF
JOAN ENGEL a/k/a
JOANNA ENGEL,
Deceased
NO.1063 of 1971
,DESCRIPTION'OF'REAL'ESTATE
ALL that certain tract of land situate in Chartiers,
Cecil and Mt.Pleasant Townships,Washington County,Pennsylvania
bounded and described as follows:
BEGINNING at a stone at corner common to land of
Millers Run Cemetery,formerly Millers Run Presbyterian Church,
land now or formerly of R.D.Scott and the tract herein describe
thence by land now or formerly of said Scott,South 40°15'East
1176.12 feet to a white oak stump;thence by same,South 51°15'
West 1742.4 feet to a black oak;thence by lot of the Millers
Run Reformed Presbyterian Church,North 40°West 90.75 feet to a
stone;,thence by same,South 55°West 305.95 feet to a point;
thence by same,North 35°15'West 148.76 feet to a point;thence
by'same,South 56°48'West 293 feet to a point;thence by land 0
William and George Barnett,North 35°15'West 909.8 feet to a
post;thence by same,North 15°West 317.46 feet to a Hickory;
thence by same,North 83°30'West 72.6 feet to a white oak;then e
by same,North 32°30'West 804.37 feet to a post;thence by land
of V.L.Cowden,North 18°East 323.4 feet to a hickory;thence
by same,North 17 ~/2°West 412.5 feet to a post;thence by same,
North 55°30'East 923.7 feet to a point in the road;thence in
said road by other lands of the grantors,North 87°19'East
256.5 feet to a point;thence by same,North 72°49'East 685.5
feet to a point;thence by land of said grantors and the Millers
Run Cemetery South 38°East 1117.9 feet to the place of beginning.
CONTAINING 130.25 Acres according to plot made by H.M.
Day,January,1928.
BEING the same as conveyed to Andrew H.Engel and Joanna
;..
~
Engel,his-wife,'by deed of Loyal H.Moore et ux.et ale dated
February 11,1928 and recorded in the RecorderJs Office for said
County in Deed Book 556 page 456.The said Andrew H.Engel died
June ·19,1943 whereupon the entire title·to said tract of land
vested in Joanna Engel as survivor of the tenancy.by the entiretie .
EXCEPTING AND RESERVING therefrom and thereout such
parcels of ground as'were conveyed by decedent during her lifetime
....
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Form RCC-33
RESIDENT DECEDENT
#
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION.S;.'
COUNTY OF WASHINGTON
)
IMPORTANT:This return mus t be completed in detail and filed in dupl1cate,with will attached,with the
R~gister of Wills of the County where decedent resided;Return is due within.one year after
date of death,unless an extension is granted hy.the Secretary.of Revenu~.(Section 703 of
the Inheritance and Estate Tax Act or 1961.)
_.~.9.~.:_..~~~~;'~~~.~~:.:.~;;~.;:.T..~~~;;.:.::...'·:...}:::u~;:OF
(State full Dalile of decedent)'·.
ChartiersTownship XHMR«~~Late.of :.:.:.:.:.:.:.:..:.:..:.:.:.:...:...:.:.:..:.:.:.:..:.:...:.::.:...:.:.:.:.:..:.:.:.:.:.:.:.,:.:.:.:.:.....Co1inty..
.Pennsylvania '.."State of :.~:.:.:.:.:.:.:.:.:...:..:..:.:.:.:..•...•:.:~::..:.:..}55:
County of W.as..h.J..P."g..•.QD..:..:...:.; ::.:.....'.
.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:..:.:.:.:...:.:.:..:.:.ERVIN.:WAYNE ENGEL..:.::...:.::.:...:.::. :.:.:.:.:.:.:..:.:.:.:....Executor
of the estate of the above-named decedent being duly sworn,deJllose S and say S":.
otherNaam:t:::i::~r:::r:fs~:tttao:;::::}~~~·~~:~hI·~g·~;·~~t~~·~~·~:·S.·~i·~·~·~..··..·······..···..:.:.
whom all correspondence should be :""·Washih·g··t6n,·p·ennS·y·····Iv·arifa··..·····TS·3..0·I:.:.:.:..:...:.:.:...:.:.:.:.:.:.:...:. :.:.:.:.:.:.
mailed..
That as'such ~.~~9.~J..9..~..:deponent·is familiar with the affairs of said estate and.the property con~
.(I':x"~lItor·Admini8lralor)
stituting the assets thereof and their .fair ma~ket value:'
That at the time of death there was no safe deposit bux regist~red in deceden.t's,individual,name,or jointly
with,or as agent or deputy of another,or.in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
:.NONE
THIS SAFE DEPOSIT BOX RENTED
IN·NAME OR NAMES PF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
'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 hereto and made part hereof sets forth fully and in det.ail 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 dat~of death,giVing
the amount still due at death,name of mortgagee,!late,rate of interest,and b.ook 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 all personal
property wheresover situated owned by the decedent 'at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,saVings banks,trust companies,or other institutions,whether indiVidually,or in trust for
•any other person or persons giVing also separately the accrued interest thereon,if any,down to the last
interest d~prior to decedent's.death in the case of savings banks,and to the date of decedent's death
in all oth~cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as 'tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,'silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats;and any and all
other personal chattels of whatsoever kind or nature,left by decedent,.together with the fairly estimated
market value thereof;all bonds and mortga.(!es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of'which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
"
l'
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 d~te 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 interes't 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 tl1e character of the .business,its location,and,such other facts
pertaining to the ousiness as may be pertinent to a fair and just:appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the.
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding sai~transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,"there is also attached ~o the schedule a co~y
of the deed,trust agreement or other instrument creati~g the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,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 Schedule 0 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 for.th all property,real and per-
sonal,owned,by the decedent jointly with another or others,includirig ~ntangible,standing in'the name
of the decedent and others,plus the date and place of r.ecord of .instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners .to the decedent.
~hat Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing'and lmpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed "that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,
have been carried forward and properly regis tered .in the Sunimary.·
~~:C:::~S:~f~::U::~IS~~~~i~~_~
~~~;;;§u~···················__···R·~····])~····~~is;:;;;;-N;;;;j;~f-----------
~~~~~~w ~..co..PA..'c ~~.?.~.~.~.~.:.~.~......~.~.~.~.~.~..~y..~~.~.~....,....~..?~.~.?......
My CO~!11ission Expires.February 27,19717 (City M Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in'with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-641
"COMMONWEoALTH 'OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated valu~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 reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent,Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ALL that certain 'tract 'of land situete
in Chartiers,'Cedil and Mount P.leasant
Townships,Washington County,Pennsylvania,
adjoining lands now or formerly of Millers
Run Cemetery,R.D.Scott,Millers 'Run
Reformed Presbyterian Church,William and
George Barnett and V.L.Cowden.
CONTAINING 11.0 Acres','more or les's
EXCEPTING AND RESERVING the
Pittsburgh coal.
FOR LEGAL DESCRIPTION,see 'Deed
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"colum~on the last page of this return.
17,500.00
17,500.00
-,
RCC'-55
'I'
COMMONWEALT»OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DEr,EDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,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 any undis tributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARIOO V1UE (Do not write in
nk".....this space)
.~/7·,0,)1.0.00Householdfurniture2120.•.00..
.
Insert this total opposite "Personal Property",Schedule "B"in X X 220 •.00 J--~()'00
the "As Reported"column on the last page of this return.
RCC-3ft c.~,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
-
SCHEDULE "c"
TRANSFEllS
(1)Dirl rlecedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (inclurling a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property Without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?_
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact enrl before his death:
(a)The possession or e~joyment of or the right to income from the property transferred?
(Answer yes or no)_N_O _
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__~~~~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers ---::_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subJect to Change,
because of areserverl power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_~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 the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimerl 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
NON E
MARKET VALUE
(Estlmated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.NONE
,RCC-37 -~12-63)
..J.••"COMl\IONWEALTII OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Herman Johnston Engel ~()n Yes Devise &Bequest..--K.U.*.1,-~,.t"Cl.and 1/8 resl.due
McCarrell Leander Enqel
186 Alexander Ave....~-Vo.~-Bequest and legacy::;;.-_·'n____,:-and l/tl resl.due
Harvey Nelson Engel
R.D.#4 Bequest and legacy-,..:1 T"I __.__..._-...,,-,..'-..~.-.......'"ana 1./~reSl.aue
Andrew Russell Engel
8 Alexander Avenue Bequest and legacy......__......___.n __'__C'~_v,..._·..,ana 1./tl reSl.due
H;nry Ford Engel..1::,.n':..:I~_'-.
'J Bequest and legacyCanonsburg,Perina.Son Yes ~~.-.-
IClllU ~I 0 r
Ervin Wayne Engel
n ....JL,...'\..~..rr"Legacy and 1/8,.,!h'1ra.Pl=m·na.~()n Yp.~.
resl.due
Dorothy Mrenak
R.D.#1 Legacy and l.A3,.........-_..v..":I'................ .J .'"'..................reSl.·aue
Hazel DeWalt--"~n.OJ.IT'''Legacy and 1/8,.,.'....rr --.'.,+-0......Vo.",,·.-reSl.·uue
..
'.
\
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~[ATTER OF THE APPRAISEMENT
Will
Administration (No.
DI THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
C1 .Y...,~::0....:0 ....en en0:1-'-~....e.Vl :l:'~Vl
Vl 0
:rt (b'::l ~...,....e.....
~:'-0 Vl 0><~'0~:ti enc:r ........
~:0 0 ~:"0 '0entrj:CD ....
Vl ;ti.........'<~:rt....:-'<en
.JOAN ENGEL a/k/a JOANNA ENGEL
.Deceased
Chartiers TownshipLateof...
f!.
,.,
Commonwealth of Pennsylvania
County of ....Washington.
:1-'-:-..J ~,.
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REPORT::.rAND(APPRJ\ISAL:__••("fj .~"\-
;;;;,MM'~,~.
"'t...
-00-00-00-00
SHERMAN H.SIEGEL,ESQUIRE
215 Washington Trust Bldg.
Washington,Pennsylvania
-00-00:"'"::Cb,::,
~D.:
C:
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~
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N~16367 Washington,P•.,~/.;(J)
OFFICE OF
,19--l2:
CLERK OF ORPHANS'COURT DIVISION
State,etc.-"'========
For.~(,.-L3_-7-#-J/_•..L.Io/()~~~_
County ._._-$~Z50 i~
~~
Total ..••3 Zso Per ..Go!
--~~__..J
COMMuNWEALIJ-I OF PENNSYLVANIA
rHi\NSn:n INHERITANCE TAX
riliSIDENT DECEDENT
"...
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent ,jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Name I unit
-Description of Property,Date of Acquisition,percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace !Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.!In This Space.
Va,lue of Value of
Entire Decedent's
Property Interest
Joint Savings Account -Union National ~~Bank (Cecil Branc~)n/o Joan~~
and Herman Engel ~f 1200.00 lJ...o v·();
<::
,~~O~·
I
II
I
I
I
II
I II
.
Insert this total opposite "Jointly Owned Property",Schedule "E"~.O(1200.00 1_AOO .in the "As Reported"column on the last page of this return.-
o
oD
1-
Rcc-a',(6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
ERVIN WAYNE ENGEL
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
).
In Re:Estate of __~J~O~A~N~E~N~G~EL!::!.._....!a'!4/:.....!.k~/~a!!....------_
__'-.:va-.:s-.:h;.....i_n...!=:g~t_.:...o_n__County -File No.63-71-1063
Dear Mr.Engel:
You are hereby notified that the ori~inal
appraisement in the estate of s Joan En el a!k!a
has been filed in the office of the Register of Wills of Washington
County on January 20 ,19 72,Said appraisement reflects the following
valuations:
Real Estate 1=-..:...7.L,5~0.::..0..:...•.::..0.::..0 _
PersonaI P roperty --=2::..:2~0~.~O~O _
T ransfers _
J0 int Iy Own ed 1L.,.-.2w:OuOu.....•.1JOCJ..IO~_
Tota I J..L.-U-8.....,.::J..9M.2.uO.-•.t.,lO.uO _
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 _-=.J-=a:..::.:n:..:::u:..:::a-=.r..oL.y--=2-=.0.L'-=1.=...9.=...72..:--_Signed __AL=.,:F=-R_E_D_T_O_S_I _
Title __A_P_P_RA_I_S_E_R_I _
DATE OF DEATH:
Note:This is not a bill.
October 11,1971
.II
RCC-39 (5-68).•,I
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE i~AX
RESIDENT DECEDENT II
~.t,
SUMMARY
Estate of ENGEL,
(Last Name)
II JOAN a/k/a
,i(First Name)(Initial)
il
DATE OF DEATH 10-11-71 FILE NO.63-71-41063
REGISTER OF WILLS
REPORT OF THE REGISTER OF WILLS
January 216,1972
1:
'I
IIil
I,the undersigned'duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have Jllowed deductions in the amounts claimed by deponent,except as to those items where a greater or'
lesser amount is set for~h in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.l:
'II.Dated:---'!'-_
Dated:------"--"---''---''''-''-,-'----
,
ii REPORT OF INHERITANCE TAX APPRAISER
I,the underSignJ,dUlY appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respeqtfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth oppbsite each item in the last column to the right in Schedules "A","B", "C",and "E".
II
o e~~/'
ERITANCE TAX APPRAISER /'-.
IIINVENTORY
Real Property (Schedule:A)
'IPersonalProperty(Sch~(lule B)
Transfers (Schedule C)!I .
Joint-Held Property (Schedule E)
\1TOTALGROSSASSETS .
IILessDebtsandDeductions
(SCHEDULE"F)II
CLEAR VALUE OF ESTATE1
VALUE AS REPORTED
$1'7 500 00
220 00
18 920 00 18 920 00
VALUE AS REAPPRAISED
$-------+--
Valuation of life'estateJ or• •i:annu,''''.....,..'1".......·-----~I-
ESTATE TAX ASSESSMENTS $L
ilj,
TOTAL TAX BALANCE :-----...-l~
PAID $....JL
(.)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
COMPUTATION OF TAX
$------_1....--
$-------~-
$--------1--
$-------~
$---------1---
$.;."......------~-
:::::::::::::t==
l'
FOR USE OF REGISTER ONLY
Tax on $Il 2%
Tax on $;1 6%
Tax on $I 5%
Tax on $+JI t-_10%
Tax on $11 15%
Exemptions [I •
Total Estate ---"11 1--_
IITOTAL TAX
IILesstaxpreviousJy paid
BALANCE
Less 5%of tax if paid Jithin
3 months after death !l'
BALANCE OF INHERITANCE TAX DUE $--------'L
Add interest at rate of 6%from
_____to I'$------.
AMOUNT OF ESTATE TAX ASSESSED $-------.1L-
Estate tax paid II $---'L-
BALANCE DUE $--------'1-IIAddinterestatrateof6%from
----__lto Il
II
Ii
IiFORUSEOFREGISTER ONLY ADJUSTMENTS •
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be11noted below,with short explanation.[.
['
II
II
I
II
jl,
:~~inistration !No .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOAN ENGEL a/k/a..........
Deceased
Late of .
County of
...CHART.IERS.TWP.~.
WAS.aJNQ'l'{)1'{
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I
t'unn :\Cc-2
DE!"A~~M~:T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.J7 J27
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~..~.~~.~.EY.?2...~!..~.?..~.
COl1NTY ..:.:Was.hingt..o.n..
nLE NO ?~.:.?..!.:.!.?.?...~.
Whereas,J.oan Engel a/k/a late of Q.h..~.r..t..i.~.r.~.T.w.P.~..
in the County of W.g..s.h.i..ngt...Q.n Commonwealth of Pennsylvania,having died on
the .ll th day of Q.9.t..Q.9~.r.19 7..l.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,A..l.;f..r..~.4 r..Q..~..:!,an appraiser duly appointed according to law,
haYing been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAlletValuesMadefol'InheritanceTaxPurpoles
$
REALTY:
See Schedule "A"attached to appraisement 17,500 00
~
PERSONALTY:
See Schedule "B"attached to appraisement 220 00
JT.HElD:
LSee Schedule "E"attached to appraisement ~.1,~00;00
Total 18.920 00
.
.
...................wA§JrINQTON County
.,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOAN ENGEL a/k/a
Deceased.
Late of.
CHARTIERS TWP..................,~.
~;;a;;"~;,~:h;a;~;;';~.~·~Jl,}~n .'..,3 .
Page,..~/.1:4 No..?~.:.?.~.:.~.Q§.~
Filed in Register's 0 fJice,;r..~.P.:.~~.Q.,.19 .7.Z
Amount of tax due,$..,:.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo,lIt Appra.isement,.
Appeal It-om Appraisement,.
Entered and charged,.
.Ii'
..,
;'
Form RC C·10-e;.
I
OF
OFFICE OF THE
REGISTER OF WILLS
Washington COUNTY
ta ~3 ~11~/~10...3
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN )
THE SUM OF $.
DATE APPROVED ...
AND AGENT OF THE COMMONWIiALTH
JOAN ENGEL a/k/a
ESTATE OF JOANNA ENGEL
Reglater of Willa,Agenl
ChartiersTownshipLATEOF---:=--_
DATE OF FILING APPRAISEMENT DATS OF DEATH _
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHa;1I
1 9 17 2
Sherman H.Sieqel Reimbursement for:
Register of Wills Probate cost·s $22.50
T.T",,,,hi ("t"""'~""'".-:'lI.n-ut-1 ~+'t-.~,...~14 nn
.~...Filing Inventory 3.00Regist·e.r.of Wills
~..n ..r..,..'l\..:I.......,·l·A·nn ~")~n
~...-~.~~.-
"T __, n ....,,·T.,..~....,1 '[]'"",...~.'·'O·"...i .",,'...0',..,1:;:..,nn.'';--..
Apr.26 Sherman H.Siegel Attorney's 'fee 886 00
Rectister of Wills Filing this Account 15 00
,'R;o\;1 Q '1\T~"",.._..f~~'~'t)nn
",...........'n
c..c...a...........
-
COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON
I,ERVIN WAYNE ENGEL HEREBY CERTIFY,THAT.TO THE BEaT OF
IwIV KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E SrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSa 01'
.f1l £1 BAILS,Notary PublicMAR0pA.WASHINGTON C ..",
WASH TON.27 1911>MJ Commission Expires Februal1 I
~
l.r'>en <l:0 -J 0-en Z -J .c..::3:0x::....(c'....ex .LL..2:-0 <.:>0,X l-_.1 W '9l.Li 1.11 r-Z>-u)())c::::::(/):c....~:c ::>0 '.f)a:::lJJ <l:f"\..J CO::3;:,.--_.
~
Form RC C·10.'r-~"DEDUCTIONS ALLOWED IN
OF
OFFICE OF THE
REGISTER OF WILLS
Wa Sh1ngton COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF $..
DATE APPROVED .
AND AGENT OF THE COMMONW&ALTH
JOAN ENGEL a/k/a
ESTATE OFJOANNA ENGEL
Regllter of Willi,Age"1
L.ATE OF Chartiers TOwnship
DATE OF FIL.ING APPRAISEMENT DATS OF DEATH _
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
1 9 .2 c';oNo1 Reimbursement for:.....u
Register of wills Probate costs $22.5U...--.L 'l't.Au~1 14.00•-::1 .......~..-..-Filing Inventory'3.00Registerofwills1Ann t'i3 50.-..-"__....1 .-
vo...rUJJ •..,v.,.'..-..n -n ••_..1 _1 1252 00\Jan."IU -;&;"-\;,U~",,,,......."A,-,A"'"--886 00."'-Attorney's fee,,~-')e:Sherman H.Sieqel-.
1)OtT';a+-A,..nf Wills Filing this Account 15 00
~
",_011_...._...._-.•fees 5 00
,....---::1-
,
m_~..l ??11 .0
I
iI
I
I
I
-
I
COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF WASHINGTON
I.ERVIN WAYNE ENGEL HEREBY CERTIFY.THAT.TO THE 9E.r OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSd 0"
ADMINISTRATION SUBMITTED TO THE ESTATE OF JOAN ENGEL DEC&AeED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.-~~orw-~'foJ CL.5.1
SWORN AND SUBSCRIBED BEFORE ME THIS 28th DAY OF~1\ft_0I1 /l .~~.'Vi IAA A """.A.n'r /~1
\....~~ARGARET BAILS,Notary Public
~~ISHINGTON.WASHINGTON CO..FOA.
My mmission Expires Februal)'27,191$
...c..j
t Ij-,
I .I
.,
'.
J
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
)Date of death 10 -11-1/
~No.--lJ1..tl.10~,.Term,19__•A.A.
)Docket .8"1·~1 i -_1._DeceasedEngel,Joan a/k/a Joanne Engel
In the matter of ,bhe Audit of Account filed in the Estate of
$--------------
$--_._-----------
TqTAL DEDUCTIONS,$
$---_._--
$------
$----_:....--
$------
$---
!
)
GROSS VALUE ....__....._.__.... .__. .$_--=-/-!~~__f'_W__r_~_·_-...J__
~?9 ~o I ~,--_._-~--------
Additional Debts a·nd Expenses per Audit
CR.
Debts rand Expenses per Account;see Note
TO THE AUDITING JUDGE:
Enter my ,appearance for the Commonweal'th oy-funsyl\nama,claiml transfer inheritance tax in the above estate,as follows:~:appmised "'Iue of E Realty 1J.!~~~~:-Oii.-_$ /'7.<5"00 .00
Personal .._..__~-....J~.-aJ2----..--.-.--...-..-------.-..--------------..$:tt2.0 .00
I~rw~~
NOTE:The fol;lowing credits claimed ·in the Account areheldnotdeductible'3.'5 against the tax:
CALCULATION
Gross VaUue ..._._
Clea'r Value .._.._.
Less Deductions ._
Ilf ffO~~._
10,.."3-'1)
------------------
::.~--------
at :
15%j _
$
$.__'1,--
TAX PAID ON ACCOUNT'1-t)
/_1 0 -~<.$g DC?'$I()Total Tax -----------------------------------.-------------------------.---.----.---..$-21...2-t Y'D
q:?~0_55'amount previously padd._...._.......__u._.__..---.$IS ')'-?".~
:~6
;;.()0 :In:::=,:3-=:-72:,~:~-·-{:·~~~~:Y:l£
$-------
/
,a
Noo ________Term,19 __,AA
ESTATE OF
Deceased
l
PRAECIPE FOR APPEARANCE
FOR
COMMONWEAL.TH OF PENNSYL.VANIA
~5
/:
'j f 1rJ I (l()
$......-{r~'7 v-
THE SUM OF".
L.ATE OF _.:C:.:..h:...::~::.=r:..;t::.:i=-e::.r=s--=T:..::o:..:.w:..:n:.:.:B::.:h=iJj;;,p _
(O~
ESTATE OF JOAN ENGEL a/k/aJOANNAENGEL
OFFlcE'OF ·(HE STATEMENT OF DEBTS
REGljj~~R OF WILLS
(0 ANDDEDUCTJONSWao.hingtanCOUNT!._._--,-~,-,-,..~.._'~._--
AGENT OF THE COMMONWIiALTHAND
OF
I
AJ~'."',,'pi·-':-j~~......~Ii.,,;}/-J.:.UUA...u..J~'")~~_~H:..lr.'f......-""l~~.i~::.~JJBu"I.~~.~,_'sw:!',~;::.~....111:1!~:J::~~"£,I~:"~·::i·..~t.t......_.~n...;W':l~n.I~.tid:I~d:t...1':~.l~!_~.'L.:.i:ll.........,
~,'\(,
,F"orm ne't ·10 :..0 /;,~,,--.S ~~.'DEDUCTIONS ALLOWED IN........~--r-,-""'~.i'...-tr~
DATE OF FIL.ING APPRAISIiMENT DATS Opr DEATH _
.,.
-
O"T~NO.01"'."
VOUCH""NAMIi OF P"YEE REMARKS AMOUNT
1 9 7 2 .-,R ~ijl)n,:)l ~t:'t L fn...•
Register of Wills Probate'costs $22.50
••'0'_!7I.Au+-1 1A nn
oJ -....,.
Filing InventoryRegi9terofWills 3.00...••n"~~rn
Vt:lX C'~1J_\"u.n~........_-...",..g ....".---....-
-.--._.....n .._-'...1 1')C:;:')nn
UCUI_.&.u ....-_.
.~
Aor 26 Sherman H.Siegel Attorney's fee 886 00
D",,,,,,.,t-er of Wills Filing this ,1\ccount .15 00
0 ..."1 ...1\.].........ft·.....¢~aa .c:;no.,
..._........."..'1\
CJl1AAJ.-uv
...,.....-........-/~t,~
1fr;~-a.f"~4 ~.,L..'..t'~tAu....'..-v-,
(0)A T;-;.-J)~':A.,.,.v~'Jf[I?-)t)-....,.1,
()A :J+-'-£L ~A S't)
f&iJ-w.7 j)~~-.
7 Y"O
~0 ..-v
-
-
,
-
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"'.f'
:T.TO THE 9EOT OF
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF WASHINGTON 80:.-----:.==:::.:...:::.:E~R:.;:V~I=N..-=.W YNE ENGELI,
NY KNOWL~OGE AND BELIEF.TH~FOREGOING 18 A JUST ~...Q_T,nUli..fitllJ:UoI
ADMINISTRATION SUBMITTED TO THE EST-'\TE OF ..JUAN .t:Nut;-------i~{_)_------O.
INHERITANCE TAX PURPOSES./
'(()-~~-7r --{-':'~~~~~~d
BEFORE Mil:THIS 28 h DAY OF .72
. ,..,..·-..··1Tl":~::::;,u...·.~I"t1~:"I::l·H..,II.~Il.....•..··-·,•.<,•.••••••"'••••.•••'.',.••'.'.,."-
RCC·4 (8·68)
NO,8
,....."""'"'--...,.,..~-~--'_._--_._-.-_._---_.-J
..'..,....,"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE45809OFFICIALRECEIPT•PENNSYLVANIA INHERITANCE AND ESTATE TAX
;dollars-.,;,.representirigPenn~ylvania Inhe~ito~ce or'
Estate Tax due from the following estate:
From:---J:,~'..--SlJmm~Rr..s;tEClEt-------~------':=:':"::':=:":':'=""::':::":':==~=':':":"'-----.i
RECEIVED EIGHt JitJNf)fii]D NINE aud 1.0/100 $,;6 .;
HERMAN J.ENG£t
2%Tax on $$----------Irill
6 %Tax on $_--¥Ql&s.I....A.....C.....CO....1.I.Io1mT........__$---l;a~5Lt;2+l.OOUI'......---1111
File No.63-7J.-1063 Date of Death-JtN....,...,...------i 15%Tax on $$11I
$,---------1t.lI
Date of Payment --~:Am~~--1~-J.fIl2-------i
Name of Decedent ----,de!M1H..,.~:iil.,:!ib--------__j
%Tax on $$----------11D
Estate Tax,Act of
May 7,1927
County ----.-.:WA;~m~;)N..--------_____.j
Remarks:
t'
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
$'---,!05Si4i;2~•.yOO~--D
$---",4,,2...-:.60;1\,,....--H
$,---------1111
5 E A L
TOTAL AMOUNT PAID $==~SO!!,,!;9~.ida4&.!O==~
NOTE:This Triplic:.te Receipt to be retained for .0.,dH,p"'Pa -n 'lJL-./'
, '-J~217...6 R d b'/~II~~..'~,#eceive y....::;<'l:?::C;;e?;;.~=,.iVG
NOTE:In accepting the'transfer inheritance tax an future estates,prior to the death of the 1if'iY:"'J I (51g r~
tenant or tenant for years,as evidenced by this receipt,It is understood that the Commonwealth s all,•
not be precluded or prevented.from ·hereafter assessing additional Inheritance tax at the death o:l£e'_"_)"".I I
life tenant or tenant for years whenever It appears that such additional tax may be legally due 6'hd.::,'.(itle
collectible for any reasonwhatsoever.
_~-'--~.--I.~._r..-~._._