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HomeMy WebLinkAboutOC1971-1092 - ESTATE OF OFCHARIK_02~n t1Jt Q!nurt nf Q!nmmnn 'hus nf lIus4itt¢nn Q!nunty. 'tnnsylunnin <Orp4nns"Q!nurt iiuisinn ESTATE OF John M.Ofcharik, Deceased 63-71-1092No._ In the matter ofthe First and Final Account of Mary F.Ofcharik and John M.Ofcharik.Executors ADJUDICATION AND DECREE An now March.l ,19~,this matter came on for hearing, audit and distribution of this session and testimony taken;and thereupon,upon due consideration th~reQ.f of the b.Qlance for distribution in the hands of the Accountant is determined to be $"/.7,981.Il 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 distribution hereto attached and made a part hereof,unless exceptions hereto,be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDUL~OF DISTRI~O·CotlIl·N~,P~~~(J. Balance per account'1 Additional Debit -Audit Additional Credit -Audit ~2.00 150.00 28,131.17 Redebit flower bill ($34.65)and funeral ~xpenses ($1,020.)1,054.65 Balance:1 Deduct Clerk's Costs &Receipts,__&_A_d_v_e_r_t_i_s_in-::g=---1 Attorney Barna &Barna,Clyde Tempest Catherine Ann Ofcharik -Reimbursement Q£$340.00 funeral bill and 1/6 flower bill ($5.78) Mary Jane Mundorff -Reimbursement of $340.01 funeral bill and 1/6 flower bill ($5.78)and $102.40 claim allowed by Court John M.Ofcharik,Jr.-Farm machinery and equipment in kind at appraised value ($205.00),reimbursement of $340.00 funeral bill and,1/6 flower bill ($5.78) ., Edloiard F.Ofcharik -Reimbursement of 1/6 flower bill Emma Fedorchak -Reimbursement of 1/6 flower bill Mary F.Ofcharik -Family exemption Mary F.Ofcharik -1/3 residue John M.Ofcharik,Jr.-1/3 residue,accountant to take credit for advance Edward F.Ofcharik -1115 residue ElIIIla Fedorchak -1115 reatdue Mary Jane Mundorff -1115 residue 63.00 345.78 448.18 550.78 5.77 5.77 1,000.00 8,870.26 8,8rO•26 1,774.05 1,774.05 1,774.05 $27,981.17 27,918.17 -:;'fOvY""ICf7S" ~IJ&~~~Q'~'~yn£/ 27,572.39 27,124.21 26,573.43 26,567.66 26,561.89 27,610.77 26,610.77 17,740.51 8,870.25 7,096.20 5,322.15 3,548 .10 .--''l li -'f No.=-.__'-'-.-+-_-.-,-_--' In the matter of the ·Accou~t of ~~ ". ~}; " ~;··of Estate of A~j1Wiratinn aub·mittie " ", ,, -,. r '1 \..; oj,• '.. '.~. "": \. r .'';' ...~j v ~. r, ---," ~.,c., r. ..: c, .......... :~ : ~ f.:.~--v:~1 9~ " NIH SViJi LSIDJU .1.':::'~()>-}.....',~., ~VJ,1 5LIl.. "~i .1 J~' .,':" ""t,.' t II· .... '" I ~•, ~7 J-~2 ,{ Catherine Ofcharik -1/15 residue Rudolph G.Ofcharik -1/15 residue Forwarded $1,774.0 1,774.05 $3'/548:~~ 1,774.05 NO BALANCE NOTE:Any income received after date of accounting shall e distrib ted to the residu~l legatees in the following proportions:Ma y F.Ofch rik,46-1/2%, John M.Ofcharik,7t and remaining 5 legatees 9.310 ach. Page 2 .A '"Lr,~No._ In the matter of the Account of of Estate of I ~bjubitntinu ·~i~!"e)t ?,""~~:.~,I .•..'!)1. ~., .'1. nub letree ;:I ;t!S '//~_\ ;",I ~-':!ZJ J U ,,~.;.I I 9l.1;:'I C"",,;III t.'.'PI II .1'J~;".:~'"() '-0 f .. ~2 J mommou..'Ultslt4 of ~tUU!lttlUSUiS.}.,~!l!l l1lfs!l4iugtou (!Jouuty.. I, I'KNOW ALL MEN BY'THESE PRESENTS:Whereas,at Washington,in the Cbunty aforesaid on the t2th'day of May A.D.19 65 ,before me, J'O,t~Ph1na M.Douglas ,Register for the Probate of Wills and Granting Letters of'IAdministration in and for the County of Washington,.~,in the Commonwealth of ,Pennsylvania, the last "\(;ill and Testa'ment of 30hn M.Ofcharik late of .'Carroll Town~blp in the County aforesaid,deceased, '. (a true cppy whereof is to these presents annexed),was duly admitted to probate;and ':c.'.,.. . Mary F.Ofcharik>and John M.Ofcbarik Jr. the ExecJtor in said Will and Testament named,having appeared,before me and taken and subscribed.'I; the oath Jf office prescribed 1;>y law; :1" NOW,THEREFORE,I,Josephine M.Douglas grant th~se LETTERS TESTAMENTARY,unto the said i!' ,Register as aforesaid',do Mary F.Ofcharik and John M.Ofcharlk Jr. committi~g unto them the administration of all and singular the goods and chattels,~i~hts and credits,which were of said deceased,and requiring them 11 .~ to exhibit a true and perfect inventory thereof into the Register's Offi'ce,at Wa'shington,within ninety 'I Ij days froq}the date hereof,and to render a just and true account of ~'aid administration at the expirationI Ii of six mqnths from the date hereof,and to regard and comply 'with the provisions of the laws of this I Commonirealth relating '\0 inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 12th day of May in the year of our Lord one thousand nine hundred and Slxty-fiva -LAST WILL AND TESTAMENT I,JOHN M.OFCHARIK,of ~arroll Township,Washington County, Pennsylvania,'being of sound disposing mind,memory and understanding, dQ hereby make,publish and declare this to be my Last Will and Testa- ment,thereby revoking and making null and void any and all Wills and Testaments,or Writings in the nature thereof,by me at any time here- tofore made. FIRST:I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. SECOND:I give,bequeath and devise all of my estate (@~cept articles mentioned in paragraph Third.below)as £ollows: To my wife,Mary F.Ofcharik,one-third (1/3);to my son,John M. Ofcharik,Jr.,one-third (1/3);to my sons Rudolph G.Ofcbarik and Edward F.Ofcharik and my daughters,Emma Fedorchak,Mary Jane Ofcharik and Catherine Ofcbarik,the remaining one-third (1/3)equally divided among them. John M.Ofcharik (SEAL) Signed,sealed,published and declared by the said John M.Ofcharik as and for his Last Will and Testament,in the presence of us,who at his request and in his'presence,and in the presence.of each other,have subscribed our names,as witnesses hereto. Marie Elaine Droton ..(SEAL) A.V.Capano ,(SEAL) ....~ ;.~3~ ....1'.1 -.... ~--,~...:.. '.~- -. , j i 11"1(J) -I»-I11"1' o"T1 jl •• ~., L:.:coPY OF INVENTORY, .'f .'" •~I •.'\.. ..'. .~,j:' .lltur ...lle IIai7 r.Ofcwlk ea4 J_•.Ofcbadk.Jr,c,.... ~~.:~, I ~.~ ......; ... ., -U I Joba II.Ofclaulk ,---66 .. .Jmtfutnrg aub ~t£l1>mrnt o(tM gootl,mul rJaatt,".rigAu mul crediu whirA time , I Joba II.Ofc1aarlk COnll '--Ill"af,."~._-_"_ _""late 0(_. WtJlhington Cmmtr/,PtJ.,'lakm and made in conformity with the abOlJe aDida'Vit,.. /.DOLLARS CENT8 ~.., nut,AU.&bo••_(2).....'.SA penal.of I •• rJl.....Ie cano11 !cMa.btp.Vaablaatoa eo.tJ.ilesm'71- 'fada,cos lq 4.n _n"ad 10.65 .......~...tlvel' aM ........~.,.,..s co tIM above NSld Deced_t '"DMd....octet.11..1147.ad l'ocorr4ed in the leeo'....of ......Of'ic_of Watla1aatn Covaty0 'eGIl.,lv8Il1a.1a Doed "',901.7'5••"_170. l : fetal 'alue of Roal'I.U'. __I AU.tbat CHUia.tract of lead .ltuate la Cenol11wu1a1"WubiDaCO.CoWle"PeDcClylvaala.GOO-,.t.s.a 42.6'7 .Ir..,or 1••a,ad tmlch ...coa-"J"to eM d Dec.deat IlIJ DMd datad JUDe 4, 1941,...ncol"ded 1D .el'"0"."of Dead's Offlc.of ._~C:O-tJ,.....'1.......lD DM4 look Vol.7SS,.....,. 44'.50 _ 614.'3 84.00 64.4' 150.00 1.Depo.l'••••eem ....'lvai.a htioDal laak,......~t 'lv..l.·$263.96 I I.Iq1altabl.Ut.I••u ...Di••llltJ MlO,..J.V.,.•,.c.qtOratloo ,...tioD 'a, 4.eoa,tuaw lftSUCaDe()PeuloG ,•••••Ic..l .....etteck ,.OM (1).1955 Cbevnlat s,.t1ea Vaa- l.'en MChll:ual7 aacl adac.l1._ua fan""".' fetall.tace f1,825 II l5:11T1'f I 4 .•. ,I, ~ ~ /()cz_?--~/7~~/ if IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE: ESTATE OF JOHN M. OFCHARIK, Deceased. PETITION FOR ORDER AUTHORIZIMG ELLING OF REAL ESTATE UNDER10.ACT OF 1949 §543,&WASH O'p~tJM~~"N8?~T RULE OF ~~t' ....f{~l~. l'0 _ 0...Q,.'..,1~;~-c. ~7' c. BARNA AND BARNA ATTORNEYS AT LAW SEVENTH AND McKEAN AVENUE ~ DONORA,PA. I ?--6-/2 J tX i IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) PETITION FOR ORDER AUTHORIZING SELLING OF REAL ESTATE UNDER PROVISIONS OF FIDUCIARIES ACT OF 1949 §543, AND WASHINGTON COUNTY ORPHANS'COURT rUJLE OF PRACTICE NO.9 TO THE HONORABLE P.V.MARINO,PRESIDENT JUDGE: The petition of Mary F.Ofcharik and John M.Ofcharik,Jr., respectfully represents: 1.That John M.Ofcharik,a/k/a John Ofcharik,having his principal place of residence in Carroll Township,Washington County,P~nsy1vania,died on the twenty-fourth day of April,1965, having first made,published and declared his Last Will and Testament,dated October 19,1955,a co~y of which is hereto annexed and marked Exhibit "A".Letters Testamentary were duly.r granted upon his estate unto your petitioners by the Register of Wills of Washington County on May 12,1965. 2.That the only persons interested in the decedent's estate under said Will are as follows: RelationshiptoDecedent Spouse JOHN M.OFCHARIK,JR.Son Margaret Carroll Township,Washington County,Pennsylvania MARY F.OFCHARIK Widow Donora,Washington County,Pennsylvania; (Mary A.Ofcharik,first wife,died on June 19,1950, and since her death,decedent married Mary F.Ofcharik) RUDOLPH G.OFCHARIK Raleigh,North Carolina Son Virginia Relationship Spouse EDWARD F.OFCHARIK Son Gertrude Carroll Township,Washington County,Pennsylvania EMMA FEDORCHAK Daughter Anthony Carroll Township,Washington County,Pennsylvania MARY JANE MUNDORFF Daughter Monongahela,Washington County,Pennsylvania Joseph CATHERINE OFCHARIK Simi,California Daughter Unmarried ,- 3.It is decided to sell all of the real estate of the decedent at a public sale under §543 of the Fiduciaries Act of 194 in order that the sale may have the effect of a judicial sale. 4.The following is a description of the various parcels of real estate that are specifically devised by the Testator and proposed by the Executors to be sold at these proceedings: FIRST: ALL that certain tract of land situate in Carroll Townshi , Washington County,Pennsylvania,bounded and described as follows: BEGINNING at a stake at the southwestern corner of the land conveyed,which is a corner common to land of Monongahela Riv r Consolidated Coal and Coke Company,lands now or formerly of James Harvey Sampson and the land here described,and extending from said stake by said land of Monongahela River Consolidated Coal and Coke Company,North 5°18 2/3'minutes East,a distance of 744.4 feet to a stake; thence by the same,North 8-6 1/6'East,a distance of 376.46 feet to a stake; thence by same North 64°34 5/6'East,a distance of 282. feet to a stake; thence by the same,North 8°29'West,a distance of 305 feet to the right of way of the Monongahela and Washington Branch of the Pennsylvania Railroad; thency by said right of way in a northeasterly direction, a distance of 740 feet to a stake; thence by other land now or formerly of James Harvey Sampson,South 70-27'East,a distance of 847.28 feet to a stake; thence by the same,South 20°55'West,a distance of 414.85 feet to a stake; thence by land now or formerly of E.L.Devore,South 9° West,a distance of 1191.12 feet to a stake; thency by other land now or formerly of James Harvey Sampson,North 80°35'West,a distance of 341.64 feet to a stake; thence by same,South 9-25'West,a distance of 528.15 feet to a stake; thence by the same,North 81-58'West,a distance of 621.99 feet to the place of beginning. CONTAINING 42.697 acres more or less. EXCEPTING AND RESERVING the Pittsburgh or River Vein of Coal,together with mining rights,as fully described in Deed Book, Volume 344,page 416. 2. ·. EXCEPTING AND RESERVING a parcel of land conveyed to the Pittsburgh and West Virginia Railway Company,as fully described in Deed Book,Volume 584,page 437. BEING the same parcel of land which Ada Sampson,by her deed dated June 4,1949,and recorded in Deed Book,Volume 755, page 569,granted and conveyed to John M.Ofcharik and Mary A. Ofcharik,his wife.The said Mary A.Ofcharik died on June 19, 1950,and title to said land became vested in John M.Ofcharik, the decedent herein. SECOND: ALL that certain tract of land situate in Carroll Township, Washington County,Pennsylvania,being part of the Harvey L.Sampso tract of 6.50 acres,said part of said tract being bounded and described as follows: BEGINNING at a point at corner common to other land of Pittsburgh Consolidation Coal Company known as the James H.Sampson tract of 10.00 acres and land now or formerly of James Sampson; thence from said beginning point by line of said land now or formerly of James Sampson,South 85·26'East,a distance of 147.89 feet to a point; thence by a line through the original Harvey J.Sampson tract by a curve to the right,having a radius of 686.78 feet,a distance of 872.61 feet to a point on line of land now or formerly of John Van Voorhis; thence by line of said land now or formerly of John Van Voorhis,North 12°27'West,a distance of 147.32 feet to a point; thency by same North 55°20'East,a distance of 279.87 feet to a point at corner of other land of Pittsburgh Consolidatio Coal Company aforesaid; thence by line of said other land of Pittsburgh Consolidation Coal Company,South 88·21'East,a distance of 420.06 feet to the place of beginning. CONTAINING 4.21 acres. UNDER AND SUBJECT to any and all easements of record or apparent on the premises. EXCEPTING AND RESERVING the Pittsburgh or River Vein of Coal and such mining rights as described in Deed Book,Volume 281, page 524,and Deed Book,Volume 344,page 416. BEING a part of the same premises which Don S.Lane et ux., by their deed dated October 17,1947,and recorded in Deed Book, Volume 735,page 170,granted and conveyed to John Ofcharik and Mary A.Ofcharik.(The above parcel is described as Item FIRST in said deed.) THIRD: ALL that certain lot or piece of ground situate in Carroll Township,Washington County,Pennsylvania,bounded and described as follows: BEGINNING at a point in Pigeon Creek at corner of lands now or formerly of John Van Voorhis; 3. ..... • thence by line through the tract of which the herein described tract is a part,and across the right of way of what is known as the Ellsworth Branch of the Pennsylvania Railroad, South 12°09'East,a distance of 414.87 feet to a hickory; thence by line through same,South 60°54 5/6'West,a distance of 282.30 feet to a point; thence by line through same South 4°26 1/6'West,a distance of 376.46 feet to a sycamore; thence by line through same,South 1-38 4/6'West,a distance of 744.40 feet to a point; thence by line through same,North 88-21 2/6'West,a distance of 432.98 feet to a point on line of lands now or formerl of John Van Voorhis; thence along line of said lands now or formerly of John Van Voorhis,North 55-20'East,a distance of 100.59 feet to a point; thence along line of same,North 43°35'East,a distance of 211.90 feet to a stake; thence along line of same,North 13°25'West,a distance of 362.98 feet to a point; thence along line of same,North 0-13 1/2'East,a distance of 152.07 feet to a point; thence along line of same,North 18-05'East,a distance of 514.50 feet to a stone near a bridge in right of way of what is known as the Ellsworth Branch of the Pennsylvania Railroad; thence by line of lands now or formerly of John Van Voorh s, North 47-50'East,a distance of 429.00 feet to a point;the placE of beginning. CONTAINING 10.659 acres,more or less. TOGETHER with the right to use the private road over adjoining property running from public road to Pigeon Creek to the property described.This parcel of land is made under and subject to right of way of Pennsylvania Railway Company,H.C.Frick Coke Company,and West Penn Power Company,as fully described in said Deed Book,Volume 735,page 170. EXCEPTING AND RESERVING the Pittsburgh or River Vein of Coal,together with mining rights therein described. BEING a part of the same premises which Don S.Lane et ux , by their deed dated October 17,1947,and recorded in Deed Book, Volume 735,page 170,granted and conveyed to John Ofcharik and Mary A.Ofcharik.(The above parcel is described as Item SECOND in said deed.) 5.The decedent did not own any other real estate,and none has been sold without petition to Court. 6.That annexed to this Petition are: A.A copy of decedent's Will,which has been recorded in Will Book,Volume '",page S7""in the Register of Wills Office of Washington County,Pennsylvania.Exhibit "A". B.A true and correct inventory of all personalty and real estate whatsoever of the decedent,being a copy of the Inventory filed in the Office of the Register of Wills.Exhibit "1". 4. C.An official certificate of the Board for the Assessment and Revision of Taxes of the assessed valuation of the property proposed to be sold.Exhibit "C". D.A just and true account of the debts of the decedent which have come to the attention of your petitioners. 'Exhibit "D". WHEREFORE,petitioners pray your Honorable Court under §S43 of the Fiduciaries Act of 1949,to authorize them to expose at public sale the real estate herein described and that said sale have the effect of a judicial sale. 5. M. COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) PERSONALLY before me,the undersigned authority,appeared MARY F.OFCHARIK and JOHN M.OFCHARIK,JR.,who,being duly sworn according to law,depose and say that they are the Executors of the Estate of John M.Ofcharik,a/k/a John Ofcharik,deceased,and that the facts set forth in the foregoing Petition are true and correct. Sworn to and subscribed me this 30th day of September,A.D.,1971. ? My cqmmission expires: yv .Co!Jl~i~si~n}y'pir(l'M~reh 4,.197.. (SEAL). . r ~\.'!t before LAST WILL AND TESTAMENT I,JOHN M.OFCHARI~,of Carroll Township,Washington COWlty, Pennsylva.nia,being of Bound disposing mlnd,momory and understanding, do hereby mak~,pUblish and declare this to be my Last Will and Testa- tli ment,thereby revoking and making null an~void any and all Wills and Testamen~s,or Writings in the nature thereof,by me at .any time here- tofore made. , be fully paid and satisfied as soon as conveniently may be after my I'I decease. FIRST: l'SECOND: I direct that all my Just debts and funeral expenses I ~lve,bequeath and devise all 'of my estate (§xcapt articles mentioned in'paragraph Third below)as follows: To my wife,Mary F.Ofch~rik,one-third (1/3);to my son,John M. o.fcharik,Jr.,one-third (1/3);to my s'ons Rudolph G.'Ofc'barik and Edwa.rd F.Ofcharik and my daughters,Emma Pedorcho.,k,Mary Jane Ofcharik and Cathe~ine Ofcharik,the remaining one-third (1/3)equally divided among them. j, I I,. I ( implement~,machinery and equipment. my automol111e'and to my son',John M.Ofcharik,~ifr.•,all tbefarm F.Ofcharik,a!1d m:{son John M.Ofcbarik,Jr.,to be the Executors of this my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto ~et my hand'and seal this 19th day of October,A.D.1955. I'I~ THIRD: FOURTH : I give and bequeath to my wife,Mary F.Ofcharik, I hereby make,constitute and appoint my wife,Mary ; I· \i' t C' 1" I I.,,• __J_o_h_n_M-,-o_O_f_c_l_'a_r_i_k__--'-(SEhL ) Signed,sealed,published and declared by the said John M.Ofcharik as and for his Last Will and Testament,in the presence of us,who at his request and in his presenc~,and in the .presence of each other,have subscribed our names,as witnesses hereto. ~M;.;;,;a_r..;;;i_e....;.;;;E;.;.;l_a_i_n_e~D_r_o_t_o_n (SEAL) -.;;A..;.._V......;:..._r...:;.."a-:p:.-a_n_o (SEAL) e. ~ f'f, ~ ~:II ~'I ,~i :':.1 1 ';'J ~~! :1,, ,,.", f' I', ~',; t",~ I .\~·.J;: ,'\.'J=:t':!:t!~.:..=~..=..=====================Z=~==========~"~"-~.''''''::_~'''~''''''"~__,.~,..t.;:.,.~';l~"1-itt-:4!1 '.::...."; I~,J "';.:• .•••'•\..~..../:...;''... ,,(f \........ • r ". John M.Ofcbarlk. COpy OF INVENTORY Notary Public . 14417 r.Ofcharlk and John M.Of'cbar:lk.Jr. t yare John Me Ofcbarlk .66 •••f -....- I' lJuntutnry nub i\,p,prntattttrtd of the goods and chattels,rights and credits which were "John He Ofcharik .Cas-coil Township, of llIte of .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS UAL UTATE:.••a ! /fIRST,t~those two (2)cart.1ft parcelo of land situate 10 Carroll Townablp.Wa.bln~ton County,Penn.yl- vanla,eoatalDing 4.21 acre.,and 10.65 acres.respectively and vbicb va.eOD~yed to tbe above named Decedent by Daod datad Oc:tober 17.1947.and recorded in the Recorder of DeH',Office of Washington County,Pennsylvania,1n Deed. look Vol •.735.Pase 110. 20S.00- "44.].50 614.33 li4.00 64.43 1SO.GO SECORD:ALL that certain tract of land situate in Carroll Tovaehlp,Wa.blngt~n County.Pennsylvania.con- t.laing 42.697 acrea,more or le.s,and whleb vas eon- veyed to the above named Decedent by Deed dated June 4, 1949,and recorded 1ft said Recorder of Deed',Offle.of V~.hiDaton County,Pennsylvania,in Deed Book Vol.755. Pcse 569. Total Value of Real letate 1.8.anit Deposlt,.Western PenDlylvaoia Rational l.aRk. r'Hoaongabela.,....,lv801a $263.95 2.lquitab1e Life Insurance Disabil1ty Poliey . 3.U.S.Steel Corporation Vacation 'ay 4.COt\t1aental !alurant:e Pension 5.u.s.St••l PeDslon Cbeck 6.On8 (1)1955 Chevrolet Station Wagon 7.rana mach1nery and mlecellaneou.farm equipmeat ' $3,500 00 ... Total Estate "B '/$5.325 22 ••'~.',,ff,.•. Assessment <lIrrttfitntr WASHINGTON COUNTY,PENNSYLVANIA OFFICE OF THE BOARD FOR '"HE ASSESSMENT AND REVISION OF TAXES November 1 11 Washington,Po 19 . This is to certify that the following is a full,true and correct transcript of the assessment of property taxable for county purposes,as shown by the books of records in this office,at the above date,for the tax ., year 19 11,assessed in the district of CARROLL in the name of " OFCHARIK,JOHN ESTATE BOX 183 MONONGAHELA,PA. 13-5-5 DB 155 -569 2 STY FR HSE-GAR-BRN 42.691 ACRES SURF 1,655 630 2,285 ....: ".. ,<By (SEAL) z 0 Gt0!a- ~3 .,n·~lD ..; ~0 ::}....~~-=...-t ~t"l =0 t"l M\ )( l="'l-<\0 ~ lD c..0 ~ts:l ., ts:l '0 toot:<j ts:lt::i en ts:l I ~a~ ~=... .\- ------------------------------------------...., ;:,-,'.....:..<~.....,..' i\sspssmrnt Qrrrliftrnte WASHINGTON COUNTY,PENNSYLVANIA OFFICE OF THE BOARD FOR THE ASSESSMENT AND REVISION OF TAXES Washington,Pa ~~!~.~~~~~19 ..7.~ This is to certify that the following is a full,true and correct transcript of the assessment of property taxable for county purposes,as shown by the books of records in this office,at the above date,for the tax year 19 71,assessed in the district of CARROLL· in the name of OFCHARIK,JOHN E·STATE BOX 183 MONONJAHELA,PA. 13-5-3DB735-170 . 4.21 ACRES SURFACE 13-5-4 DB 735-171 10.659 ACRES SURFACE 125 315 BOARD FOR THE ASSESSMENT ~~~ ?'Jt e,....Chief Assessor. (SEAL) rr;v··~··"·"'\....-,. !;, .f ~.I I\~\-.',,.'..~..1 • '•• Form AC C·1(·DEDUCTIONS ALLOWED IN ". AND AGENT OF TME COMMONWiALTH,. I I OFFICE OF TME REGISTER OF WILLS OF Washlngton.COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $.. OAr'E APPROVED . ESTATE 'OF John M.Ofcharik DATE NO.OF ,NAMIi:OF PAYEE VOUCH~" REMARKS AMOUNT .l~b)•May i3 3994 Josephine M.Douglas ?robate of Will 31 Do 21 ,Beboue &Yohe Co.Ambulance Service~10 ~O.., 21 Daily Republican Funeral Notice 2 ~O 21 >Valley Independent Funeral Notice 1 10 i .?lJ.I Rocco's F1o~ler Shop Funeral F1ow-ers 34 P~-l ,A \102 '.BO \ June Bell'Telephone Co.Funeral Arrangements 50\ 7 ~Cl~/~Russell Marino County Tax 36 24 /8 1e 1 Peter Gallick Township Road Tax 19 09 /23 .41'6-6 Josephine M.Douglas Short Certificates 2 PO 23 4200 Washington County Reports Advertising Estate 10 00 23 Dailv Republican Advertising Estate 8 00 July ,22 Francis c.Slezak Funeral Bill 1,015 00 , ·25 Dr.Howard Gadd Final Medical Bill 21 00 25 106 St.Dominic's Cemetery Grave &.Funeral Services 120 00 25 Dr.Jet'orne H.Aarons Final Medical Bill 48 00 25 107 Bell Telephone Co.Final Telephone Bill 19 99 Nr,,;1 'OH 'Peter Gallick School 'faxes -1965 104 16 Temoest &Sirmnons Attorney fees 250 00 Marv F.Ofcharik Executor's connnission 125 00 John M.Ofcharik,Jr.Executor's commtssion 125 00 'Tota Debts &Deductions $2.033 ~3 - I ...~.....'".- COMMONWEALTH OF PENNSYLVANIA. 81: I.Ofcharik,Jr.---"'-"==...L--=-....:....-.-=...:::..::::=:.:=-=-=-==:..=......::..::::..:.::.:::.-::.:.:...-=-=...:::===~=-=--=--__HEREBY CERTIFY,THAT.TO TH E B(8T OF /olVKNOWL[DGE AND BELIEF.Ttil!:FOREGOING 18 A ~6h"'N'M:rRU6 r;E E OF DEBTS,8 ~Ja"'!rk .FUNERAL EXPEN6ES AND EXPENS£:!l 01" ACMINI6TRATION SUBMITTED TO THE ESTATE ()F 0 n •I:cn I.r DECU8ED.AS DEDUCTIONli FOR INHERITANCE TAX ·PURPOSES. SWORN AND SUBSCRIBEC 8EFORE ME THIS __~__DAY 01"-lM\f.aa'rrvy---FF'-:.-rOtif=rc~ln[a~Ir-I:r·lk:t-::.-------_·(L.5.) 11"---~--III _-_ " ,. AND NOW, .. ( ,1971,upon consideration of the annexed Petition and upon motion of Paul N.Barna,Jr.,Attorn y for one of the petitioners,it is ORDERED AND DECREED that Mary F. Ofcharik and John M.Ofcharik,Jr.,the petitioners,Executors of the Estate of John M.Ofcharik,a/k/a.John Ofcharik,deceased, after due notice according to the Act of Assembly and Rule of Cour , expose at public sale the following premises: A.Parcel of land situate in Carroll Township,Washingto County,Pennsylvania,containing 42.697 acres of land,more or 1es , described in Deed Book,Volume 755,page 569; B.Parcel of land situate in Carroll Township,Washingto County,Pennsylvania,containing 4.21 acres of land,and fully described in Item FIRST in Deed Book,Volume 735,page 170;and C.Parcel of land situate in Carroll Township,Washingto County,Pennsylvania,containing 10.659 acres of land,more or 1es , described in Deed Book,Volume 735,page 170,as Item SECOND; all of which premises are in Washington County,Pennsylvania,and more particularly described in the said Petition,and report there 1)ec.~'0.1 IC 13totheCourtforapprovalandconfirmationonNo.~€nrlLer ,1971,a 10:00 o'clock,A.M. It is further ordered and decreed that the petitioners cause notice of the presentation of such petition and the time fix for sale,and the date when confirmation shall be requested,to al creditors and other persons interested,by publication of such not'e in the Washington County Reports and the Daily Republican,once a week for a period of three successive weeks,the first of which publications shall be at least twenty-one days prior to the date fixed for the sale thereof,and by the posting of five handbills containing a similar notice,at least one of which shall be posted ..... at a conspicuous place on or near the real estate proposed to be sold,and the remainder in prominent places in the vicinity of such real estate. The petitioners are further ordered and directed to give notice of the filing of this petition and of the proposed brief reference to the real estate proposed to be sold,the time fixed for the sale and the date of the proposed return to Cour , to all parties in interest.under the provisions of the Will,by mail at least ten days prior to the date fixed for such sale to the last known addresses of all parties ,in'interest under provisions of the Will. ,, r --- I '--- . .. ~N THE COURT OF COMMON PLEAS PF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISIONbo.63-71-1092 trN RE: ESTATE OF JOHN M. OFCHARIK,Deceased. WETITION FOR CONFIRMATION OF SALE OF REAL ESTATE ~ ~",' ~~, ~\il-~.\~~'J~~~...,,,-'"-~J~ARNA AND BARNA ATTORNEYS AT LAW SEVENTH AND McKEAN AVENUE DONORA,PA......./ I ?--?-/;.l ~.1'\ ----------.._----- , ~ f... IN THE:COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) 63-71-1092 PETITION FOR CONFIRMATION OF SALE OF REAL ESTATE TO THE HONORABLE P.V.MARINO,JUDGE: The petition of Mary F.Ofcharik and John M.Ofcharik,Jr., Executors of the Estate of John M.Ofcharik,respectfully represen 1.That on November 1,1971,your Honorable Court made an Order of sale of the following described premises: (A)Parcel of land situate in Carroll Township, Washington County,Pennsylvania,containing 42.697 acres of land,more or less,described in Deed Book,Volume 755,page 569 (B)Parcel of land situate in Carroll Township, Washington County,Pennsylvania,containing 4.21 acres of land, and fully described in Item FIRST in Deed Book,Volume 735, page 170;and (C)Parcel of land situate in Carroll Township, Washington County,Pennsylvania,containing 10.659 acres of land,more or less,described in Deed Book,Volume 735, page 170,as Item SECOND; all of which premises are in Washington County,Pennsylvania,and more particularly described in said Petition,as it was decided to sell all of the real estate of the decedent at a public sale in order that the sale may have the effect of a judicial sale. 2.In pursuance to the said Order,your petitioners,after due public notice by advertisement and handbills in accordance with the Act of Assembly and Rules of Court,exposed the above- ,,, described parcels of real estate to public sale on December 11, 1971,at 10:00 o'clock,A.M.,on the said premises,and described in the handbills and proofs of publication,copies of which are hereto attached and marked Exhibits "A"and liB".The affidavit of Proof of Posting is hereto attached and marked Exhibit "C". 3.That at the said sale your petitioners sold the said three parcels of land to Griffith J.Jones for the sum of $15,100.00 he being the highest bidder and that being the highest ~nd best price bidden for the same. 4.That ten days previous notice of the time and place of sale was given to the parties interested by copies of the notices mailed to them by Paul N.Barna,attorney for the Executor Mary F. Ofcharik,on November 10,1971.These individuals were as follows Mary Jane Mundorff,467 Stockdale Ave.,Monongahela,Pa. Emma Fedorchak,Fisher Heights,1328 Armstrong Dr., Monongahela,Pa. John Ofcharik,Jr.,R.D.#l,Monongahela,Pa. Catherine Ofcharik,208 Aristotle,Sim~,Cal. Rudolph Ofcharik,47,12 R'adcliff Rd.,Raleigh,N.C. Edward Ofcharik,P.O.Box 44,Monongahela,Pa. Which sale your petitioners pray the Court to confirm.,. 2. ---~------~---------------------- I I • COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) PERSONALLY before me,the undersigned authority,appeared MARY F.OFCHARIK and JOHN M.OFCHARIK,JR.,who,being duly sworn according to law,depose and say that they are the petitioners in the foregoing petition and that the facts set forth therein are true and correct to the best of their information and belief. Sworn to and subscribed before me this / /1-1 day of ~~d0 A.D.,1971. Notary Public My commission expires: (SEAL) =-===--"';-;;;;i~fi=~1 r .....'"ILegalAdvertising M. IN TIrE COURT OF COMMONPLEASOFWASHINGTON'COUN·.TY,,PENNSYLVANIA. ORPHAN'S COURT DIVISIONNO.1092 of 1971· IN RE:Estate of JOHN M.OFCHARIK,.. Deceased.TO ALL CREDITORS,HEIRS,DE-VISEES OR OTHERS IN'rEREST· ED:NOTICE NotiCe is hereby given that theundersigned,pursuant to Order of Court,will on December 11,1971 at',10:00 o'clock,A.M.,offer at Public' Auction sale to beheld on the prem- r ises,the following described realestate:All those three contiguous parcels of land in the Dunkirk areaofCarrollTownship,Washington fCounty,Pennsylvania,consisting of'42.697 acres,4.21 acres and 10.659acres,or a total of 57.566 acres,:more or less,being bound by the jlands of Disney Hill Plan,Cox.ISkokut,Zippay.Huffman,Pawlowski ,and Pennsylvania Railroad.and as J more particularly described in deeds recorded in the recorder's office ofWashingtonGountyinDeedBook Vol.755,page 569 and Deed Book.Volume 735.page 170.Upon which is constructed a two-story frame Of dwellin~and a frame garage. TERMS OF SALE -Ten (10%)per cent of amount of bid or $500.00. !whichever Is the larger amount.Incash.on acceptance of bid.and bal- ance on ~onfirmation of sale by theCourt. Return of sale and request forconfirmationwillbemadetotheCourt.at 10 :00 o'clock A.M.on December 13.1971. ,.Sale will be made SUbject to rulesofcourtastoacceptanceofhigh\bids and rl~ht IQ reserved to reo,ject any bids for inadeouacy of ' price or frresoonsibl1ftv of bidder.CLYDE G.TJ':4J1PEST,Esq..223 Second Street I Monongahela.Penna.15063 I PAUL N.BARNA.ESQ.7th &McKean Avenue Donora.Penna.15033At1.orneys for Executor"______NoV.I,12,19.1971:.-_ PROOF OF PUBLICATION THE DAILY H'ERALD' MONONGAHELA,PA, that the affiant or the corporation in behalf of which ......·she......is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to th~..~d:.~.~~...:~~~.... Sworn and sub;7ed before e this C.REID DOU ....day of~~".197..1.M~NONGAHE:LA:~~TY,Notary PUbllc •.'cY commis.;HINGTON c .'.'"\.·~,on expirss lu'0.,P,,-~CIll!"-4-:...M~~~~u~~,.;.--:........Iy 29,1971 otarv£x c~,]d It 1{q.Y.~mp..~.r...5,JZ ang .l9.,1971... .Q~ph§!1.~.~....g.Q.gr.t.Rtv.i.s.iQn...NQ...IQ92 of 19.7.1 .IN RE.:.Es.tate of J ohn In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25l. County of Washington Iss: State of Pennsylvania ( Personally appeared before me,a Nolary Public in and for said county and state. Mr..s..JLF.D.e.Santis..,who,being duly sworn,deposes and says:thaL.she is the ·bo.okke.e.pe.r of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;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 n(iWsp~r.in its regular issues on.the following dates: I Washington County Reports Washington;Pennsylvania IN THE COURT OF COMMON PLEASOFWASHINGTONCOUNTYPENNSYLVANIAORPHANS'COURT DIVISION NO.1092 of 1971 (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) ............................................................................................................ CLYDE G.TEMPEST.ESQ.223 Second Street.Monongahela.Penna.15063PAULN.BARNA.ESQ.7th &McKean Avenue .Donora,Pennsylvania15033'Attorneys for Executors 6>10-3 INRE: Estate of JOHN M,OFCHARIK de-ceased.. TO ALL CREDITORS,HEIRS.DE:VISEES OR OTHERS INTERESTED: NOTICE Notice is hereby given that the under-signed,pursuant to Order of Court.wlllonDecember11.1971 at 10:00 o·clock.A.M.,offer at Public Auction sale to beheldonthepremises,the following de-scribed real estate:All those three con-tiguous parcels of land in the DuhkirkareaofCarrollTownship,WashingtonCounty,Pennsylvania,consisting of 42,697 acres.4.21 acres and 10.659 acres or.!l.total of 57.566 acres.more or less.'be-Ing bound by the lands of Disney HlllPlan.Cox,Skokut.Zippay.HuffmanPawlowski,and Pennsylvania Raqroad'and as more particularly described i~deeds recorded in the recorder's office ofWashingtonCountyinDeedBookVol.755,page 569 and Deed Book Vol.735page170.Upon which is constructed atwo-story frame dwelling and framegarage. TERMS OF SALE -Ten (10%)percent~f amount of bid or $500.00.Which-ever IS the larger amount in cash onacceptanceofbid,and balance on con-firmati.on of sale by the Court. Return of sale and request for con-firmation will be made to the Court at10:00 o'clock,A.M.on Monday Decem-ber 13,1971.'----SB.1e-wiil be made subject·torulesofcourtastoacceptanceofhighbidsandrightisreservedtorejectanybidsforinadequacyofpriceorirresponsibilityofbidder. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the official 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: November 4,11,18,1971............................................................................................................ that the affiant or the corporadon in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ,n,.._of "'""'idavit M to th't:Jf;;md "'.net"@'publi,,,"•• '"trno.----•••.-----~-~....&.~~E:~ ~"Editor Sworn to and subscribed before thiL .~ ('~......l8.th day of N.QY..~;mQg.r.,19 7.1 ..hJ...~-J~ •'•.-o'::J6SE'PHfNE T.'SCIAMANNA"'b'•.•••'.~~!llIC.·:.washinl!ton.Washinp,ton Co. '"...i'"'My C . .•.'.';',."0n:mJ,sl>Jn ~·~lliCS..l:ily 1.1!J/4 ,. AFFIDAVIT OF PROOF OF POSTING, COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) PERSONALLY before me,the undersigned authority,appeared PAUL N.BARNA,JR.,ESQ.,who being duly sworn according to law, deposes and says that at least five handbills were posted at a ~)I~".U,11 conspicuous place on or about the premises proposed to be sold.and copy of said notice is hereto Sworn to and subscribed before me this /.:31.i day of November, A.nL/~ ~Notary Public My cpmmission expires: (SEAL) STEPHANA NONACK,Notary Public Donora.\'Illshlnljton COQlnty,Pa. My Comm!sslon Expires Jan.29,1973 EXHIBIT "e" " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) PERSONALLY before me,the undersigned authority,appeared BERNADETTE N.VARGO,who,being duly sworn according to law, deposes and says that she is employed in the law office of Paul N.Barna,Jr.,Esq.,and that on the 10th day of November,1971, she did deliver for mailing at the United States Post Office a notice of the public sale of the real estate in the above estate to the following persons: John Ofcharik,Jr. Emma Fedorchak Catherine Ofcharik Rudolph Ofcharik Edward Ofcharik Mary Jane Mundorff A copy of said notice is hereto a / Sworn to and subscribed before me this 10th day of December, A.D.,71. My commission expires: ~/J. "A". (SEAL) STEPHA/fA !:O!!:c'(.tl(ltary Public Donora,\'Ia~~''l!ltet!l CHnty,Pa. My Commi:c';rtuil b,pires Jan.29,lti73 '-','.','....... j \, Nov~~er 10,1971 I . I , 1 Re:Estate of John M.Ofcharik_.._.-.-----_.._._------'--_...._.---~-_....- I am onclosing a copy of the Notice of the public sale of t.~e real estate showing that the real estate \vill be Ao1d on December 11,1971 at 10:00 o'clock,~.M. Dear Mr.Ofcharik: lMr.John Ofcharik,.rr. R.D.#1 MOnongahela;Pennsylvania 15063 The auction will be held on the premises and a report of the sal0 and a rClucst for confirmation \Vill be'presonted to the Orphans'Court of Washington County on Monday,December 13,1971 at 10:00 o'clock,A.B. Sincerely yours, BAR~~A AND BA~~A By__.__._---•..,..._._._- ;+.~.:.• ~',.l:to PNB/bnv cc:Emma Fedorchak Catherine Ofcharik Rudolph Ofcharik. Edward Ofcharik l'iary Jane Mundorff EXHIBIT "A" ,'t '.~-.--,!'.- .\l ..-.- .. '. .,.. ---,- #,_'1 <. "".•:::.'.'!.,..... _.......~a. •0 0'• Il ..... ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) 63-71-1092 FINAL DECREE AND CONFIRMATION OF THE PUBLIC SALE OF REAL ESTATE AND NOW,December 13,1971,upon consideration of the Petition for Confirmation,including the proofs of publication, posting and mailing of notice,and upon the receipt of a final bid of $3.3~S=b I "at this hearing from-.G~l ~h 'it.JOIV't" and the payment of a deposit of $3,~~0:...-...,it is ORDERED AND DECREED that the sale of the within-described premises to fh!~~J'.'Io".fSfor $~d6:D."':s confirmed; and that Mary F.Ofcharik and John M.Ofcharik,Jr.,Executors of the Estate of John M.Ofcharik,are authorized upon receipt of the purchase money to execute and deliver tO~~~~UU~~~~~~~.1 his heirs and assigns,a deed in fee simple of the said premises. The closing of this transaction must take place within thirty (30)days. The purchase money shall be accounted for by the said Executors in the settlement of their accounts as such. Said sale is to have the effect of a judicial sale as to the discharge of liens on the said real estate. I.e 1 (~,.:.'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.1092 OF 1971 .,- Deceased. IN RE: ESTATE OF JOHN M. OFCHARIK, ~:JS ~p °_1_ '. .. :..; ;'......Jen •I ,.I ,-~-,-...- .J-'''r tl ....-"1 (f)c).....: ~~C;;~~: BARNA AND BARNA ATTORNEYS AT LAW SEVENTH AND MCKEAN AVENUE~~·,9~·~~~ /' ::'.::~~.... (-:f~,•<"i ---l :,:r' t'-~~na-..-",j • '-r)_.'•-• J?=·u ;-0 ;:-.-(.0 PETITI0N FOR FORFEITURE I;(}J -OF HAND MON:Y.._ ~""./_...J ,. ~..t.. " ~, ~. «..- I ! IIII I!Iii I ., I'j IIIiIIIIi IiIiij Ij I - ,~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) NO.1092 Of 1971 PETITION FOR FORFEITURE OF HAND MONEY TO THE HONORABLE,P.V.MARINO,PRESIDENT JUDGE OF SAID COURT: 1.The executors of the above estate,Mary F.Ofcharik and John M.Ofcharik,Jr.,presented a petition on November 1, 1971,to this Honorable Court requesting permission to sell the decedent's real estate located in Carroll Township,Washington County,Pennsylvania,at a public auction under the provisions of the Fiduciaries Act of 1949,§543. 2.The Court set the sale for Saturday,December 11, 1971,at 10:00 o'clock,a.m.,and the confirmation for Monday, December 13,1971,at 10:00 o'clock,a.m. 3.Griffith J.Jones of Carroll Township,was the successful bidder at the auction on December 11,1971.At the confirmation,additional bids were received and the sale was finally confirmed to Griffith J.Jones for the consideration of Thirty-Three Thousand Two Hundred Fifty ($33,250.00)Dollars. 4.The said Griffith J.Jones deposited as hand money with Clyde G.Tempest,Esq.,one of the attorneys for the executor, 10 per cent of said consideration,or the sum of Three Thousand Three Hundred Twenty-Five ($3,325.00)Dollars. 5.In the final decree in confirmation of public sale, a copy of which is hereto attached and marked Exhibit "A",the Court ordered that the closing of the transaction must take place within thirty·(30)days of December 13,1971. 6.On January 13,1972,the said Griffith J.Jones notified Paul N.Barna,Jr.,Esq.,one of the attorneys for the executors,that he was unable to complete his financing as 'of that date and needed additional time. WHEREFORE,your executors pray this Honorable Court to issue a Rule on the said Griffith J.Jones to show cause why his hand money should not be forfeited if settlement cannot be made on or before the return day. BARNA AND BARNA HORMELL,TEMPEST,SIMMONS,BIGI AND MELENY 2. ,,' COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) PERSONALLY before me,the undersigned authority, appeared PAUL N.BARNA,JR.,ESQ.,who,being duly sworn according to law,deposes and says that the facts set forth in the forego1ng Sworn to and subscribed before me this v('7 ~day of January, A.D.,1972. No b 3 rIOt"']iq"' My commission expires: BOB A.FRANKS Prothonotary \ My term expires First Monday,Jan.,1976 (SEAL) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE'OF JOHN M.OFCHARIK,) .) Deceased.) 63-71-1092 FINAL DECREE AND CONFIRMATION OF THE PUBLIC SALE OF REAL ESTATE· AND NOW,December 13,1971,upon con~ideration of the ,I IM.Ofcharik,Jr.,Executors of AND DECREED that the sale of the within-described premises to ."..33)44:0..is confirmed;',.'"".,..,.., :I ~.4-\..\.,~~."...P~.for.$ ---....-.V-tlt-'~--~............·...~,.-'" and that Mary F.Ofcharik and John Petition .for Confirmation,including the proofs of publication, posting and mailing of notice,and upon the receipt of'a final bid I of $-.33 J .;1£0,"'at this hearing from_Gb ~h At.dOIl't"· :l "2._....-....and the payment of a deposit of $---4---L"($..,it is ORDERED the EstCJte of John M.Ofcharik,are authorized upon"receipt of the p~rchase mon~y to'execute and deliver tO~~~~~~~~~~~~_1 his heirs and assigns,a deed in fee simple of the said premises. The closing of this transaction must take place within I t J I 'I t~irty (30)days. The purchase money shall be accounted for by the said Executors in the settlement of their accounts as such. Said sale is to have the effect of a judicial sale as to .the discharge of liens on the said real estate. (Jlid(j! ,JP.....t '.J.I ;c\("\ I".. 40,• I ,•• .. !is: .' .'3Jn mlJr <!lourt nf QInmmnn 'lrns nf IIn.alJingtnn Cltnunty,Jrnnnylunnin (OOrp11ttus"Qtnltft .1l1ilti~in1t IN RE:)R-U-L-E ) JOH:S:~T:F::AllIK.I ill UaUnu I NO.1092 of 1971 --DEctASED.)).' Qrnntmn1tUlraltl~nf JrUU1iyllluttitt ) (J]:I1Uttty I1f mun11itt9t1ltt \ .To:GRIFFITH J.JONES Sur Petition of:MARY F.OFCHARIK AND JOHN M.OFCHARIK,JR., EXecutors 01'the Estate of John M.Ofcharik,dec'd llmr Qrn1Umtttl~inu,-'-'GlU.R.....IF.:..L.:F..-LI.....TH..I..-Sl.J •-S/Jl.W.O.LLNE!>d.!oSL-__ that,laying aside all business and excuses whatsoever,you do file in the office of the Clerk of our Orphans'Court of \Vashington County,a full and com- plete answer,under oath,to each and every of the averments of the said petition,on or before Wedueaday _,the 1$th day of__.....:M:.:..a_r_c....::che.-__ 19R,at 10 :00 o'c1ock __A.M.,and show cause why hand m9ney in the amount of $3,325.00 deposited at the confirmation of the public sale of real estate of the property of the late John M.Ofcharik on December 13,1971,should not be f'orl'eJ.ted if the saJ.d GrJ.rfith J. Jones is not prepared to close said real estate transaction on the l'etuz'u date of this Rtrl:-Ae~;------------------- and further abide the order of our said Court in the premises, If you fail hereof,the petition may be taken PRO CONFESSO and a decree made against you. WITNESS the Honorable P.Vincent Marino,Judge of our said Court, at Washington,Penna.,the 211 Barna and Barna By Paul N.Barna,Jr8 day of January ,19J~.·~27~~ Clerk of the Orphans'Court Horme11,Tempest,Simmons,Bigi an~~~~~~or¥~~~l~~~cGt~Fw~est sq. (Seal) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) NO.1092 OF 1971 AND NOW,this t¢i l,'f-day of January,1972,in consideration of the within Petition,it is hereby ORDERED AND DECREED that a Rule be issued on Griffith J.Jones to show cause why hand money in the amount of $3,325.00 deposited at the confir- mation of the public sale of real estate of the property of the late John M.Ofcharik on December 13,1971,should not be forfeited if the said Griffith J.Jones is not prepared to close said real estate transaction on the return day of this Rule. f':z~ RULE RETURNABLE Febraary-I~,1972,at 10 :00 0'clock, a.m.,E.S.T.,at the Orphans'courtroom,fourth floor,Washington County Court House,Washin~~ .-~ Judfe j nn: 3Jnl!m~r C!lonrt of C!lommon JUras of lIas~ington C!tonntg,Jrnnsgluania (@rpl1uun'Qtnurt miui~inu R-U-E-E )ill nation i NO.1092 of 1971 ) ( IN RE:) ESTATE'OF ( i:)JOHN M.ORCHARIK,( :IDECEASED.l Qtnnt~puUt~ultl1 nf '~uun!Jluuuiu :. Qtnuu~!J nf lIunl1iugtnu ., ":1 To:;1 GRIFFITH J.JONES' Sur Petition of:: MARY F.OFCHARIK AND JOHN M.OFCHARIK,JR., EXecutors of the Estate of John M.Ofcharik,dec'd ~rrrtitt9:. ,If~Qtnmmuu~Inu,--"G.l..L.JR.....IFJ.:....lFL..II......T..u..H--"JL.A.-SUJOol..LlNI.Ai!E~S _, .. that,l~ying aside all business and excuses whatsoever,you do file in the office °jl of the I;Clerk of our Orphans'Court of Washington County,a full and com- ,I plete apswer,under oath,to each and every of the averments of the said " December 13,1971,should not be forfeited if the sa1d Griff1th J. Jones :is not prepared to close said real estate transaction on the reLux'xI date of this Rule;II II and futther abide the order of our said Court in the premises, " ;r If you fail hereof,the petition may be taken PRO CONFESSO and ,I I a decree made against you. WITNESS the Honorable P.Vincent Marino,Judge of our said Court, at W a~hington,Penna.,the 211 day of__~J~as.n.....u~a~r.J-Y-___19 72 ;1 ~~~ Ii Clerk of the Orphans'Court.Barna ii and Barna By Pa¥l N.Barna,Jr. Hormel],Tempest,Simmons ,Bigi an<£'sq~~~A~~~K~l~actlt~~W~est . 'I (Seal)AND NOW,January 27;1972,service of the within~te-Citation is hereby accepted and receipt of py and the petition is hereby acknowledged as being ~eceived. ".i '.'..;1 .,...<'•'.."t..'• " .~'..,.,~.'.':.......,,t,i\~'~.:)\.f~.,'.,7.'::$',:';~',:• , .::'1 i'.;.:.··..1··. .~.:." .." ,r:.", , ""- ~~, J0 ~Dt, .,',..,' .~'>..'h I I !. !,:, STATE,OF PENNSYLVANIA, WAS~:INGTON COUNTY, -r;he within named Accountant being duly sworn according to law,depose and say that the above account,IIassta~ed is true and correct as ~.____verily believe. I •• • Sworn!and subscribed before me this .....;;<4:"!!...... daYa:_~_~_ ••'1-............• _••••_~••::;~_.-:~_-_••••••_----_•••___. tl~H '66 c:u.er STF.PHA.NA NONACK Notary Public' saJ!dX3 UOlSS!WWO:)~W Donora,Washingto','Caunty,Pa. 'ed '~l-uno~UOlP\lf4S11I\\'eJOllOO My Commission Expires 3!lqnd ~JlllON:·I)l~VNON VNItHd::.S Jan,29,1973'.;;'. !i .'.:..~J..:::t" Wash,ingtonCouiitY,.ss:.' ."'.~,'-, I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of (OUlt,as evidence by proofs thereof filed to No __(g1~1:J.:.3.3.. Witness my hand and official seal thiS..;)~_ . day OL-------~---------;;n-:---------~--19_72 _.......U~--zrl~. .Register of Wills J1_._ . -..+~~'_..,.. , ...'~.j~I r ~'I'H~D~!;.....~f''''i I:~....,~V.;;'".' Ru ·c:.q:r L li·\I·{IIIO...v \I '1 I.'/r·\t ,1.1'1 . R~GISTER OF willS WASHINGTQN C():;PAt, 'I...""" ~...>->r~~~.~~'~~ ~...::s00 Q) .l:l~~ 0<li .... 0~Q) ~.l:l~0 ~l:l '0 ~l:l '"<.-< ,.... !@..... :l:l:::s: 0:t.l:t.l1<i hr+:0",:~:>1 » "Q)lk:1 e'0~::::~< 4 lC!~~ \1:1 I ...~. j I {i;~".~I j I 1<·'- .. ~ ~ ~"~7":" '.. .,-...-.....' .~. (,i ~-' ". ......... ""-- ~. The Court is respectfully requested to determine p~operdistrib~.1 ~ .,Couniel for Accountant ·.' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) \) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) NO.&3-7/··/0 '1:L FIRST AND FINAL ACCOUNT OF MARY F.OFCHARIKANDJOHN M.OFCHARIK, JR.,EXECUTORS OF THE ESTATE OF JOHN M.OFCHARIK SUMMARY: Principal: Income: Receipts $35,075.22 Disbursements 6,946.05 $28,129.17 Receipts Disbursements $·0 ..00 0.00 0.00 AMOUNT FOR DISTRIBUTION $28,129.17 I '. RECEIPTS Inventory and Appraisement filed.•. ... .... . $5,325.22 Real estate sold for •.•..••.•.$33,250.00 Inventoried @. . . . . . . . . . . . .3,500.00 Gain on sale of real estate • . • . . . . • . . • . • Total receipts ....... ~t( 29,750.00 "($35,075.22 DISBURSEMENTS Administrative Expenses: • I "$4,344.26 31.00 ? 2.00 ...-- 10.00 --- 10.00 t./' 876.88 .$ Josephine M.Douglas,probate and deposition ......••••. Josephine M.Douglas,Short certificates..•..•..• Washington County Reports,advertising. Daily Republican,advertising Letters . Josephine M.Douglas,Filing Inventory and balance on Letters.. • • • . . .9.00 Russell Marino,Filing Account.. ...17.00 Russell Marino,Additional fee on Letters 6.50 Tempest and Simmons,Attorneys fee.1,250.~ Barna and Barna,Attorneys fee ...•0 1,250.00 Mary F.Ofcharik,Executor's commission •••••...••. John M.Ofcharik,Jr.,Executor's commission....'••,'876.88 Notary Public fees .•.•..••••.~5~.~0~0 Preferred Debts: Francis C.Slezak,Funeral bill ••".•$ Valley Independent,Funeral notice ..• Daily Republican,Funeral notice .• Rocco's Flower Shop,Flowers •.•• Bell Telephone Co.,Funeral arrangem€nts ••......•.••• St.Dominic's Cemetery,Grave and services . Dr.Howard Gadd,Final medical bill Dr.Jerome H.Aarons,Final bill.. .. 1,015.00 ....- 1.80"" 2.00 y 34·.65 ..- 50.80"/ 120.00 ." 21.00 L.-- 4·8•00 <...---""~1,293.25 Other Debts: Bebout and Yohe,Ambulance bill .... Bell Telephone Co.,Final bill..".. • Russell Marino,1965 County Tax .•.• Peter J.Gallick,1965 Twp.Road Tax •• Peter J.Gallick,1965 School Tax •.• $10.00 L-- 19.99 1-- 36.24 L- 19.09 "-' 104.16 J-. 189.48 (l <,• Sale of Real Estate,Costs and Expenses: Barna and Barna: 1.00 10.00 74.24 ..•3.00 · . . .332.50 ·.•.332 •.50 ·••.213.03 Russell Marino,Petition to Sell Real Estate'.. . . . . • . . . . . • .$15.00 Board of Assessment,Certificate of Assessment•.•.........• Washington County Reports, Advertising Notice . • • . • • • ••.63.00 Monongahela Publishing Co.,Adv.Notice.49.79 Monongahela Publishing Co.,Printing of posters . . . • . . • • . . . • Register of Wills,Filing Petition of confirmation and Order of confirmation . • . . • • • . . . • Barna and Barna,Petition concerning hand money.• . . . • ......5.00 Barna and Barna,posters.. . . . . ...20.00 Barna and Barna,Notary fees on petitions and deed • . . . • Olga Woodward,State deed stamps •. Olga Woodward,Local deed stamps •. Prorated 1971 taxes • • • • . . • . .{ $1,119.06 Total disbursements ........•$6,'9<46.0S l INC 0 ME RECEIPTS None • . . . . •$0.00 DISBURSEMENTS None . • . . . . . • • . • • .$0.00 'j THE DAILY REPUBLICAN MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784,Sec.3. paragraphs (3)and (25l. County of Washington Iss: State of Pennsylvania i Personally :appeared before me,a Notary Public in and for said county and state.______~_~~~J..__JJ~g!:1:I:l?_~g~,who,being duly sworn,deposes and says:thaL J?_h~L_.__is the p'gg_~_~_~_p'~_~of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;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 newspaper in its regular issues on.the following.dates: ...~~~?_~_i.~~_~_y g_?.__9._1.J9.2.5.... . .._...._ Estate of John Ofcharik that the affiant or the corporation in behalf of which ..E!h_!?________is acting is not inter- ested in the subject matter of said notice or adver . . g and that of the allegations of this affidavit as to the time,place and chara er f the pu are true. _______________.....A_:;,.__~!l.&~. .. ---..--~--,.p'~.""'-"""'o::!!::===:E()1.A",_.">T1CE Estate of JOHN M.OFCHARIK,deceased,late of Carroll Township, Washington County,Penna.Letters Testamentary upon theaboveestatehavingbeengranted'to the undersigned.notice is hereby.given to those indebted thereto to'ma.ke immediate payment.and to those having claims or demands topresentthemforsettlement.! Mary E.Ofcharik181HighlandTerrace I Donora,Pa..and John M.Ofcharik,Jr.I P.O.Box 183I·Monongahela,Pa. Co-Executors ITEMPEST &SIMMON~Attorneys_2nd &Chess Streets \ Monongahela,Pa June 25:JUly 2.9.1965. ~-- Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINOTON ) STATE o~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 official legal pertodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY 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 adver- tisement 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: ....J.uly 1.~8.,.l5-,l9.65·············.·····. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,hi,"fid,"""",'",;m~OM"''''of '~"Q'ioo ,re 'ro,~~Sworn to and subscribed ~this ~ .....!.5..~.~day of.....~~.!l ,196 .KA:::~:ftr:;~ Washington County,per.nUYIVfil'1ft - My Commission Explro. November 1,1985 Estate NotIces The Register of Wills 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 hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •••••••••o ••o.e •• OFCHARIK,JOHN M.,Dee'd. Late of Carroll Township.Washing-ton County,Penna. Executors:Mary E.Ofeharik 181 Highland Terrace,Donora,Penna.John M.Ofeharik,Jr.,P.O.Box #183,Monongahela Penna. Attorneys:Tempest &Simmons,2nd. &Chess Sts.,Monongahela,Penna. (• ~.-'<,,;:,1 j 1-I ti '~ IN ~RECOUE'l'OF Co.MMON J;lL;EJ\~.'OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION No.1092 of 1971 IN RE: THE ESTATE OF JOHN M.OFCHARIK, Deceased (~ I ..u ) I ~., -'),) ; ~\ James M.Ferguson III,Esquire TUCKER ARENSBERG &FERGUSON .¥ ~-'"'~ I .~ ~!J <V ""'" e--:-_.,., '..~"'?;::;~~~" ORDE'RIi c1F .r.eOURT-_---"'"",:..::c:~~.~--~~.::-:..~~~~-~ 1200 PITTSBURGH NATIONAL BUILDING ~~~U;G~p~;~X •eo •••..,. ,;0' -.~.?-,~~......;J ._..:;=::-: V r-~.)..-,.."",'-'..\J:''"~.1~19~1 \~~~~"~~~~~ f::o I~\~N~ '.. :'. '-~ ~ .j(! i~'-;~l I •. i '-,·.'-::';' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:THE ESTATE OF JOHN M.OFCHARIK, Deceased ) ) )No.1092 of 1971 ) ) WHEREAS,the above named decedent died on April 24, ORDER OF COURT MADE this .AoJ!day of March,1973. , ! 11 1965 and Letters Testamentary were granted on May 12,1965 to I Mary F.Ofcharik and John M.Ofcharik,Jr.as Executors of the Esta,te .Qf John M.Ofcharik;and WHEREAS,the First and Final Account of Mary F. Ofcharik and John F.Ofcharik,Jr.as Executors of the above estate was filed in the Office of the Register of Wills of Washington County,Pennsylvania on July 31,1972 and a Hearing on Audit was held on September 11,1972;and WHEREAS,at the time of the aforesaid hearing,claims against the Estate of John F.Ofcharik,deceased were presented by Mary Jane Mundorff,Griffith Jones and Mary F.Ofcharik and the adjudication of such claims was postponed until some future date; NOW THEREFORE,it is hereby ORDERED as follows: 1.A hearing will be held on the .~Ie -day of Cr.<:t ,1973 at /tJ/dip ,,<I?zt for the purpose of taking testimony on the claims of Griffith Jones,Mary Jane Mundorff, and Mary F.Ofcharik and to consider any other matters which ·,.'.... may be properly brought before the Court. 2.Mary F.Ofcharik and John M.Ofcharik,Jr., Executors of the Estate of John M.Ofcharik,deceased,are directed to appear at said hearing for the purpose of answering questions and giving testimony relative to such matters. -2- " '. "-- Co \ I'. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.1092 OF 1971 IN RE: ESTATE OF JOHN M. OFCHARIK, Deceased. o R D E R .,..~........I..•-....J •~-<;::I-<::::::0 :x::-__ >mc:-0 IenG":)(l)::0~(f)(f)m ..z --!1'~1 ~'-.I ........C:;I rn :-.,,_ _.J ~:-'- -,..::?o_-0 ..L:.....".....~:=cc-;:;.-_.o :.::.......~......, r-z -0 r-0 c=J>cn -....J BARNA AND BARNA ATTORNEYS AT LAW\}~SEVENTH AND MCKEAN AVENUE.~cf-XNORA.CA.'5033 ~J • ) .- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNS~NIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF JOHN M.OFCHARIK,) ) Deceased.) o R D E R----- NO.1092 OF 1971 AND NOW this ;(~day of April,1973,it is hereby ORDERED AND DECREED that the hearing originally scheduled in this matter for April 16,1973,is continued to the ~~3...day of __'7:z......."-1..a=:{~,~,1973,at_C;,,-t~:...;;.J...;;.d o'c1ock,g.m. BY THE COURT, -"-y--~/ if IN THE COURT OF COMMON PLEA S WASlUNG!OON OOUNTY.P~BSYI.VAEIA ORPHANS'COURT DIVISION- '",) "<~,~ J ,-.r~~ . .:l .INRE:T.H:E ESTATE OF JOliN M.OFCRARIK.SR • ....".DECEASED. No .1092 of 1971. o PIN I 0 :N------- ,-',r~c~i'-:. '"--"...,_.t i _!7 ~" fT'l r·~·-....-.J.. ··v .) "JB ~~t~~· "",,",..~~I .0'-'::"-AJ"~::,.;:1 ~f'~~:-.-(.,C)<=~:.::.-~')~~7;:U~'"~~-~?:::;':~ {~rn"~~i...."n n _".-'-.~y ~~~~=:.:~.......-,..~\...) .......'I~....>.;-,.... '.~ " JUDGE P.VINCENT MARINO ATTOn...""EY AT LAW WASHLVGTON,PENNSYLVAmA •:\ /'-!j~, :! <----I»d 2~Z'lJiZ=3f1= j .-..A,. ......•..AIt- IN TO..OOURT OF COMMON PLEAS OF WASHINGTON COUNTY.PEtmSYLVANIA ORPHANS'COURT~DIVISION IN RE:THE ESTATE 01 JOHN K.OPORARIIC.SR., Deceased. ) ) )No.109a of 1971. ) ) OPnlION John M.Ofcharik.sr.died on April a4.1966.and... letters testamentar.r on his estate were granted on M~12. 1965.to Kar.v F.Ofcharik and John M.Ofcharik,Jr.,as execu-.. tors.An 1~vento17 was not filed antil M81 17.1968.The'"....-. inheritanoe tax retQrn a month later. A sQbatant1al portion of the estate waa real estate. one of the exeoutors.the son.John M.Ofoharit,J~••oocupied said real estate until it was plaoed for sale on December 11,-.. 1971.It was Qltimatel1 sold to Gr1ffith Jones.who later filed a olaim again8t.!~~e~tate. The Fi~st and Final Acoount of the Executors was filed •4 t ......_...~.......••4 _......., on Jul,31,19'2,and an aQdit was held on september 11,1972. ,j.•...,~'~..~..,_.~-~_.-~,-_...• The Honorable Alexander R.Ourran presided at the aQdit.He..,...........e.._t fixed a hearing for various olaims for April 16,1973.It waa -&••....... sQbsequently postponed to May 23,1973.The Honorable P.Vinoent•,...4.........~..,•~._~. Karino presided at aaid hearing.Testimony was taken.The ~•.._.._...............,_~l Court reqQested oonneel t~t~le.briefs. a?':lJls~l...fo!RUdOlph G~Ofcharik.M&17 Jane Mo.ndorff. Oatherine Ofohsrik and Edward F.Ofcharik (each entitled to _.._..._~.4.'......0 ••• 1/15 ahare of estate)filed $brief on Deoember 11.1973,and ...-.,- -,,..+- • oo~eel for MS17 Ofoharik and John M.Ofoharik,Jr.filed a brlef on JanQsry 18.1974. Hence this opinion. .....""-......... ..~""- \ On Deoember ~,·1973.,The Court intormed cOllnsel that4"..•..........J ..__...~..,.......,_' •~•,•..•............ it was abollt to wr1te an opinion and reqll~sted br1efs,if •\,J ..........._._...,.".•.....-.,...,. available.On Deoember 11,1973,QOllnsel for fOllr of the heirs •1 -,__,.-..._._.. replied tbat he had conferred with his clients and they desired.~..... anawers to the following matters: 1.Whether the ·Execlltora of the Estate ShOllld be" stU-charged for tt;Le interest'·charges or penalties that have aCCllmlllated with respect to the inher1- tance'tax assessed against the Estate by the Commonwealth of Penn~lvani8.--". The exeolltora will not be sllrcharged becallse there was ..' a fllr'ther assesSDlent by the Co_on.ealth of Inheritanoe Tax.It "...- was paid and there was still mon~remaining for the heirs bec811se ...Of ~9,'• of the so-called Dwindfall"in the sale of the property. 2.Whether the clalm ofllary~Jan~J4l1Ildo~ff in the amollnt of 1102.40 ShOllld be approved and paidbytheEatstee The claim of Mary Jane MllDdorff in the amollnt of $102.40~..'."-'- -. ahollld be approved and paid by the estate., 3.Whether the'Execlltors'commissions ShOllld be den1ed for the del~and mismanagement 1n theadm1nistrationoftheEstate',over a period of time exoeeding eight (8)years • ...t,. The Ezeclltors'commissions will not be denied or redlloed. ", ~ The del~was not ent1rely d~e to the negligenoe of the exeo~tors. b~t to that of ma~others. 4.Whether JahnK.Ofoharlk.Jr.sho~ld relmbarse the Estate of his father for rent in.a reason- able amollnt for 'the peri od of tiJDe d~r1n8 Wh10h he and his fam111 enjoyed fnll and exolllsive possession of the real eatate~.. John K.Ofchar1k.Jr.will not be reqll1red to reimbllrse #.....- •~....... the estate for rent.Under the e1rcwmstancea he was already an -2- ~'"...l... ..~ ooonpant of the real estate on the death of his father. ,.,f • .w The I ........ ........~....•..."'._,."_..t',..•._.. delq after that oocasion was oa!J,s.ed by lIlany f$etora. Oomplaint has als,Q been m.ade c.oncern1ng the ~ttorneJ"'s... fees reqne8t~d by Attorney Tempest,w~o later became ill.We...-...-~,".~........,. ~e1ieve that under the eiroamatanoes they are reasonable and ehollld be paid 41 Ootober 12.1974. -3- B1 the Cou.rt V C1L ~~~_<-~ P.Vine·ent Mar1no~.. Speoial11 Sitting. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION /~ IN RE: ESTATE OF JOHN OFCHARIK, 0( ~Deceased.>oJ>-IIIZ ZlI/ D. io~BEFORE:z xIII0(~ t APPEARANCES: ll:I-III C oJ 0( Uo:l., J:I-"N iiill:lI/l-ll:o0-lI/ ll: ~TIME: :loU oJ0( U u.u.o ) ) )No.1092 of 1971 ) ) ) ) HEARING ON MATTER OF CLAIMS THE HONORABLE P.VINCENT MARINO, Specially Presiding. JAMES M.FERGUSON,III,of the firm Tucker,Arensberg &Ferguson,Pittsburgh, Pa.,representing four heirs. CLYDE TEMPEST,ESQ.,of Monongahela, Pa.,representing John Ofcharik,Jr. PA UL BARNA,JR.,ESQ.,of Donora,Pa., representing Mary Ofcharik. Wednesday,May 23,1973,at 11:,00 o'clock A.M..-:.'''-,. ::,'"--'""J~''"~"r.,.'_,.-,.,~, (r.:<; JACQVELINE HAMMOND Official Court Reporter • ~z<>-'>-IIIZ ZIIID. i 0I-elZ J: lI)<~ ...=u 0:l-ll)•c -'<uc:>-, :t..,.. N !Ii 0:III I-0:0D.III 0: I-0::>0u -'0( Ui;: I&-0 Exhibit 1 - Exhibit 2 - Exhibit 3 - EXHIBITS 1905 Catholic Calendar from the Transfiguration Churc h. Monongahela.Pa . Letter dated May 19.1905.addressE::d to Mrs.Mary Jane Mundorff.from C.H.Snyder,General Superviso.... Employee Services and Training,United States Steel Corporation.Irwin Works,Dravosburg,Pa. Cancelled check dated July 12,1905.made to the orde of Francis C.Slezak,Funeral Director.in the amount of $340.00,signed by Mary Jane Mundorff. INDEX TO WITHIN TRANSCRIPT WITNESS Direct Cross Redirect Recross •MARY @FCHARIK 7 10 15 as on cross «JOHN OFCHARIK,JR.23z«>oJ>-IIIz EMMA FEDORCHAK 25 20 27 28zIIIQ, i0l-e>JOHN OFCHARIK,JR.30z x (Recalled)III«~ t-=MARY JANE MUNDORFF 40 58 080a:I-!!!•c oJ« u c:>., :t 0-r-III uiItIIII-It0D-IIIIt I-It:>0u oJ« u j;: \I., 0 e TIlli COURT: claims. MR.TEMPEST: Mr.Ferguson,we are ready to hear your Hr.Ferguson does have various claims, but early this morning he presented us with a list of personal items,personal property that some of it belonps to the estate,some of it belonged to the various heirs And during the recess,Your Honor,the attorneys got together with their clients and agreed as to the dis tpositionofthevarious items of personal property. It was agreed that the items did not have any value, were~all old items,but did have a personal value as far as they were concerned.So a disposition has been made.Attorney Ferguson will prepare a stipUlation concerning all the items that were in question,and we will execute the s.tL~J:rilitiLobY:and present that to the Court to be made a part of the record.And that will dispose of quite a few of the items. I understand there are a few additional claims that Mr.Ferguson would like to present to the Court,but the items of personal property have been agreed upon. THE COURT:We will hear testimony at this time concerning the additional items,Mr.Ferguson. Mit.F.l!;RGU80N:Your Honor,in anticipation for this hearing,I did not present a formal statement of object~ons 5 to the account,because at this point 't>lithout hearing any testimony in this case,I was not sure of the exact amount with respect to several claims that were involvec • I will,after this hearing,if you so wish me to do, I will present a formal statement of objections to the Court. to their being reimbursed. First,they consist of several minor matters,Your Honor,and I think we have a stipulation also on one count---in the account that was filed on July 31,1972 ,the accountant listed disbursement of the estate'a funeral bill in the amount of $1,015.00 It was paid to the funeral home.And also,a flower bill of $34.65.that was paid to one,Rocco's Flower Shop.The funeral bill was correctly listed in the Petition for Distribution as having been paid for by three members of the family,namely,Catherine Ofcharik~ Mary Jane Ofcharik and Jolm Ofcharik,Jr.I would assume that that claim is still admitted at this point. ~z~..J>-Ul.Z:z IIIII. i0l-I)ziCI) 0( ~ ..=0a:I-UI Qe..Jc( 2 Q :J., :t~'"vill:IIIl-ll:0LIIIll: l-ll::J0U ..Jc( Uii:IL0 I e MR.BARNA: THE COURT: MR.FERGUSON: Yes. Your position is that you have no Objection Tha t's right,Your Honor.As to the flower bill,it had come to my attention-~~again,this is a small matrer that I hate to bother the Court with, but evidently the flower bill was paid for by the heirs 6 and not by the estate,the six separate children,and we would wish that each of them is reimbursed in an equal amount for the flower bill. THE COURT:Do you have the amount of that? MR.FERGUSON:The amount is listed in the account, Your Honor,and was $34.65.::!z<t>....>-Ul Z THE COURT:zIIIII. Is there any dispute about that? i~tffi.TEMPEST:No,there is no dispute,Your Honor, Zx Ul as far as our clients are concerned,or as far as the; executors are concerned • several other matters concerning the possibility of at $10.00,and I believe the correct amount was $~.OO. inadvertence on the account,an amount for the grant of Letters as advertised in the Daily Republican was listea There was one other matter,through At this time,Your Honor,there are That is correct. MR.FERGUSON: ..:uitI-!!! ~MR.F'b:rlGUoON:<tu o;)., :J:I::N tJi0:IIII-0:o0.III~MR.BARNA: 0: ;)ou....~uii: I&.o ·e monies that might have come into the estate that~e not listed on either the account or the Inheritance Tax that I Would like to take testimony with respect to THE COURT:Very well. If you have no objections,I~d like to to call ~~ry Ofcharik to the stand. Mary Ofcharik MARY OFCHARIK IS CALU:D AND S\10RN. DTIlliCT EXAHINATION BY MR.FERGUSON: Q Mrs.Ofcharik,where do you currently reside? A Highland Terrace,lbl,Donora. 7 Q « z A~.J~QzZIIIII. io~Azr l/l'«~ ~Q II:l-UI a .J«oa:J~A..r-III Mrs.Ofcharik,at the time of your husband's death,was he paying you support payments? Yes,~e was. And how were these payments made to you?Ivere they made by cash or by check? He would.seil:l the money to the Court and then the Court would send them out to me. Do you know of your own personal knowledge whether this money was paid into the Court by personal check or by cash? I imagine it was sent 'by personal check• ~Q So that you believe that your husband did have a II:IIIto~personal checking account? II. III~A He had a checking account when I was there with him. II::J 8 Q Now;Mrs.Ofcharik,if you will,I would like you to .J«~remember back to July and/or August of 1965,approximat~ly...o three months after your husband's death.During this time did Emma Fedorchak bring a check to you for your signature? A Yes,she did. Q And what w~s the amount of this check? A $1500.00. Q And now had this check preViously been signed by John Mary Ofcharik Ofcharik,Jr.? A Yes. Q So that this check was made payable to both of you. A Yes. Q A Did you sign this check at Mrs.Fedorchak's requ~st? Yes. At the time of signing this check,did Mrs.Fedorchak indicate to you What would be done with the check? Yes.She said it was going to go into the estate. Do you know what ultimately happened to tnis check? No,I don't. And has tnis check been listed in either the Inheritanc~ Tax Report,the Inventory or the Account filed in the estate? I don't know. Do ~u happen to remember when Mrs.Fedorchak brought th s check to you? I have the evidence here,if you want to see it. Yes,I would.And I think the Court '-TOulct appreciate seeing it.\fuat you hold in your hand·,I believe,Mrs. Ofcharik,is a calendar,is that correct? A That's right. Q A A A Q A Q Q vi Q II:IIII-a:oD.IIIa: I-a::JoU ..J<U ii:II.o ~z<>...I>-III ZZ IIID. ioI-eIZ iIII<~ ..=u~!!!a, ..J<U a :J., :t::: C'4 Q And this is a calendar for the year 1965. A That's right. Q And on that calendar,what do you have noted? A "Signed check for Emma,insurance.It I meant that it was an insurance check that she told me Johnny had given Mary Ofcharik her to come for me to sign,and that it goes into the estate. 9 ~z<>..I>-I/)zZIIIII. i 0I-~Z % I/)<~ ..=uitl-I/) Q ..I<U 0 :J., I:.."N iiilI:IIIl-ll:0II.IIIlI: l-ll: :J0U ..I<Uii:II.0 e Q And what date was that that she came to you? A Fifth of August on a Thursday. Q Now tnat's the calendar that you kept at that time. A Yes. Q This is not a calendar that you have made up subsequent~y to that date? A No.It1s ·65. Q would Your Honor like to see that?I'd like to mark this as an exhibit. A I went to see Mr.Capano on saturday,and Mr.Tempe st 0 ~ Honday to tell him about this check. Q Now when you saw ~~.Tempest,did he give you any indication of what the check was or what was to be done with it? A He told me I should have kept it,since it was in his name and mine. Q Then he told you you should not have signed it,is that right? A Well,I should have-·, Q You should have kept the check yourself and not let gmma have it. A Yes. Q Your Honor,I have no further questions at this time. I would like the right to reserve to recall Mrs.Ofchar~k. THE COURT:Cross examine. Hary Ofcharik 10 CROSS EXAMINATION BY MR.TEMPEST: Q Mr s.Ofcharik,you mentioned several things.One,you went to Attorney Capano,is that correct? A Yes. already testified that she returned the check to Emma after she had signed it. that I went down to see you. Did you bring the check with you? No.I gave her the check. Did you take the check with you? No,I told him about the check. vJhat did you tell him about the check? I think,Your Honor,sh •sMR.FERGUSON: That he sent Emma for me to sign the check. That John Ofcharik,Jr.sent Emma? Yes.But they both deny it,that there was no check. Did you talk to me about it? Yes.Because I have it marked here on the calendar Did you call me on the telephone or visit me personally' No,I went down personally to see you. And you related about this check to me?Q A A Q ~Q«>..J~Azz~Q zo~Az:r~Q:= .,:. A!:!II::..III C ..J<§Qc::J~AI-....III viII:III..II::oII.IIIII:..II::::JoU..c( o Qii:...o • A Yes. Q Who were the makers of the check? A It was the Colonial Insurance. Q Colonial Life Insurance Company?Is that What you are saying? Mary Ofcharik 11 A Yes.I'm almost positive that it was Colonial. Q It would be possible to check with Colonial Life Insura ce Company,wouldn't you think? never came. Yes. here? And this is Mrs.Emma Fedorchak you are talking about She was there about once or twice,and after that she And have you done that? no. occasion concerning estate matters? Did Emma Fedorchak ever come to see you on any other Yes. What was it concerning?Checks?Did it concern checks '~lell,for when he would give her the checks,that he couldn't bring them himselt;for me to sign,so she came about once or twice. About how many checks did you sign for her? I couldn't tell you.But I know of this one,because I marked it on my calendar. Do you know where the insurance company is located, their home office? A No,I don't. Q Did you notice that on the check? A No. A Q A :!Qz~>...>-III Zz AIIIII. i 0~15Zi:QUI«~ ~A !:! I:~!!! Q...«§ 0;:)Q.., %l-t-til uiII:III A~II:0I.III QII: ~II:;:)A0u...«Uii:II.0 Q Q Do you know the exact names of the payees on the check. ~fuo was it made payable to? A Q A Q A Q ~zc(>AoJ>-UlZz QIIIII. i 0I-lJ Z %AII0( ~ ..=Q'0 il-II) Q oJ Acl: Q Qj Q., %~~ iiiII:III Al-II:o·LIII QII: l-ll:j A00 oJcl:Quii:II.0 A I e Q A Q Mary Ofcharik John and myself. The exact names.Did it have any other designation? No. Did it have John M.Ofcharik,Jr.? Yes.And Mary F.Ofcharik. Did it have executors on it?Did you see that word on there? No,I didn't.I didntt notice it. Do you know whetner or not your husband ever had life insurance with the Colonial Life Insurance Company? No,I don't. Did he have life insurance with them during the time you lived with hi.m? No. At the time he died,you were separated and he was paying you support,is that correct?. Yes. What was the date of your separation? 14th of May,1950. And the date he died was what? April 24,1965. It was about seven years that you were separated prior to his death. Yes. Now you also mentioned the fact-·-you don I t know about his life insurance then. 12 A.No,I donlt. Q Do you know whether he had life insurance? ~1ary Of charik A Well,he had a lodge in Charleroi.That's the only one I know that he had. 13 Q Were they insured by Colonial Life Insurance?Did A Q ~z<>~Aenz ~Q ze ACIz ~Q«~ ..:Au~en Q Q .I<U Q :J., %~ N A enll:IIIl-ll:oA.~Q l-ll::JoU .I<u Aii:II. o Q A Q A they have any policies with them that you know or? No,I don't think so. You also mentioned the fact that your husband may have had a checking account.Is that correct? Well,he had While I was there. That was 7 years prior to his death. Yes. Do you know what bank? With the w.P.N .B• Are you indicating then that there may have been a checking account at the time he died and it is not in the account?Is that the purpose of your testimony? \~e were separated 7 years and I couldn I t tell you what he did in those 7 years. Have you checked with the bank to see whether there were any accounts? No,I didn It. Did you show tnis check to any other person at all? No. Was anyone in your home at the time Mrs.Fedorchak came' No. Has your attorney made any effort to contact this insurcnce company to determine whether there was such a check? A No. Hary Ofcharik 14 Q When did it first come to your attention that the check was not accounted for? A Well,when I got the accounting of the estate,you know the funeral accounting and everything,there was nothing in there. Who did you notify then? I don't know whether I said anything toJOu about it or not,because I went to see you about four or five times. No,the accounting was just prepared within the last ye~r. Yes,but---oh,I mean---Iet's see,didn't we have an accounting after the funeral? No.Not that I recall,no,Ma'am.You are talking about the account that was filed here and that was prepared within the last year.You haven't seen me in the last year,have you,to talk to me? No,I haven't seen you in about three or four years. You haven't seen me for a bOut.three or four years? Yes. Q Q A vfuen you received the account and it wasn't on there, who did you notify,if you recall? I didn't say anything,only to Ed there,and Mary Jane. You didn't call the co-executor,John Ofcharik?You didn't talk to John Ofcharik about it? A Oh,yes.I told him about that check and he denied it. ~A 0(>oJ>-Cll Z Z~.Q zo~Azi Cll0( ?; .,:Q~ II:... !!! Q oJ0( UQ :J"'l :z:~l'l ui Aa:~Q LIII~A II::J8 Q oJ0( Uii:...o Q \'Jhen was that? A He said he didn't send her up with no check. Q When was that,Ma'am? A Q A Q A Q Mary Ofcharik About a month after the check was signed. That was in 1965. Yes. Where did you see John at that tim e? Well,we talked on the phone. This was a telephone conversation,is that right? 15 A Yes.I reminded him of the check and he said,"VJhat check?" Q A Q He says he didn't know of any check.I said,"Naturally,you wouldn.tt."I said,"You sent her up there with it."After all, I wouldn't make up the story,'because I lave the evidence here. Did you know that there was an account in the bank naming Mr. Ofcharik and three of his children as co-owners of a bank accou :It? No.After I left him I don't know what went on. That's all I have. REDIRECT EXAMINATION BY MR.FERGUSON: Q A If I may just redirect for a minute,Your Honor.Mrs.Ofchari , do you remember or if you can't"I would appreciat~you stating it for the Court's benefit,do you remember whether or not the name executor was on that check or not? I couldn't tell you,because when she came I knew that she was lying about that check.And I just signed it and I just about thre"l, Mary Ofcharik 16 her out. MR.TEMPEST:If the Court please,I dm It know whether this is responsive to the question or not, or whether itls admissable in the testimony,what her responsive.Do you wish to have it stricken? was on that check. No,I don't. money to John Ofcharik,Jr.? It w ill be stricken as not It doesnIt appear to be I object to it.MR.TEMPEST: THE COURT: THE COURT: feelings were. responsive. Mrs.Ofcharik,do you know of your own personal knowledge You can only answer the questions that I ask you.I was asking solely whether or not you remember whether or not executor and away she went. I couldn't tell you because I just signed it and I gave it to her, whether or not Emma Fedorchak and her husband had ever loanE d If I may,at this point,Your Honor,res erve the right to recall • 0( z 0(>.J>-en Z ZIIID. i0I-elZ :ten 0( ~ ~0 ll:I-en Qe0 .J:50 0 :J-, :J:I-"N ui All:III l-ll: 0D.IIIll: l-ll:Q:J 0U .J< 0~ II. 0 A Q Mrs.Ofcharik on another matter.Or would you prefer that I get every.lthing out of the way now? THE COURT:We would prefer to have helro Mary Ofcharik 17 fully examined at this time,if you can. Q Mrs.Ofcharik,you have previously testified that you ceased to live with your husband since 1958.Is that correct? Yes. exemption,as I understand the law. That's right. grounds for divorce at the time she left her husband. May I interrupt for a momE nt? Only after I get sufficientMR.FERGUSON: MR.BARNA: That's the only way she's able to claim the family testimony to assure me of whether or not there were Are you cbjecting to her claim for the family e xemptiol1.? Now in this case,your attorney has filed for your benefit a to receive the family exemption. claim for the family exemption.You are aware of that? Ofcharik,but we must have testimony concerning your right I hate to bring up or remind you of any unpleasantness,Mrs. •A Q 0( z 0(>..J)- III Zz A\&IDo i 0 Qt-oZ J: III0( ~ t-=u tI:t-III 0 .J~~ 0 :J.., J:.."\II !IitI:IIIt-tl: 0DoIIItI: t-tl::J0U .J 0( uii: II.0 THE COURT:Let me interru pt here for a moment.She has made claim,I understand,for the family exemption.And as I understand it,counsel for one of the executors appears to be willing to pay that exemption according to law.So that if he is willing to Mary Ofcharik 18 pay the exemption,if there is no dis pute about it,ther no further testimony is needed. MR.FERGUSON:I think,Your Honor,tha t as I understand the law,and please correct me,the fa nily divorce at the time she left their known domicile. of the executor,John Ofcharik,Jr.,we have no husband in this case,gave grounds for divorce to the then we shall have the proof. That is approximately corr ect, If the Court please,on behlilfMR.TEMPEST: THE COURT: exemption is payable to a~surviving spouse,even thougl thing I would like,Your Honor,is some testimony as to the exemption.So therefore,there is no proof needed but as I understand it,there is no unwillingness to pay the family relationship has not been maintained,if the If there is any unwillingness to pay the exemption, whether or not she did,in fact,have thes e grounds for wife when she left their common domicile.The only • 0( z 0(>.J>UIZZIIIII. i0I-elZ :r UI 0( ~ ~U ll:I-UIe0 .J 0( U 0::>.., xl-I'N !Iill:IIIl-ll: 0II.IIIll: l-ll:::>0u .J 0( u ii: lI. 0 e objection to the claim for the exemption. THE COURT:How about the other one? MR.TEMPEST:She is the Executrix. THE COURT:She is the Executrix,and is there any dispute about her being entitled to the Mary Ofcharik 19 exemption by anyone? MR.TEMPEST:None whatsoever. MR.FERGUSON:My heirs possibly dispute that claim,Your Honor . circumstances here that I think one of the executors, disputes,I'd like to have their names on the record, John Ofcharik,may have been res pons ible for Mrs. this in chambers,I would be glad to. Your Honor,there are I don't think they can at this The persons I represent, MR.FERGUSON: MR.TEMPEST: THE COURT: Your Honor,do not dispute it.And if there are any time. neither has Emma Fedorchak disputed her claim,and Orcharik leaving her husband.If you would wish to dis(uss also the executrix• because Mr.Ofcharik has not disputed her claim,and • 0( z 0(>oJ>-tilZZI&l0- i0t-e>z J:III0( ~ ..:u Itt-III•a oJ 0( ~0 :::l., :tI-"N ui ItI&lt-It00-III It t-It :::l0U oJ <I: U j;: Il.0 THE COURT:It would make no differenc . MR.FERGUSON:It would make his consent tainted,Your Honor. THE COURT:That would make no differ{nee, Mary Ofcharik 20 because as long as she has a proper ground for claimir r; the exemption and there is no dispute about the grounds for claiming the exemption,she is entitled to the exem ption. And no tes,timony is needed. if there has been an insurance policy,if there was a to object to all the testimony presented here by Mrs. cashing of the check,that it had to do with the ins uran<e Mary Ofcharik,inasmuch as I believe that it doesn't At this time,I would like Fine,Your Honor.I have You mean the heirs cannot The heirs cannot dispute it. MR.FERGUSON: MR.TEMPEST: MR.FERGUSON: THE COURT: proceeds,I think the best evidence of that claim would satisfy the Best Evidence Rule.If there is a check, no further questions. dis pute that? • 0( z0(>.J>-IIIZ Z IIIII. i0l-e>z x III0( ~ ..:u 0::I-IIIec .J0( U C:l-, XI-.... N ui0:: III I-0::0II. III 0:: I-0:: :l0U .J< U lLlL0 be the photostat copies of the check,the insuranc e policy or even a letter from the insuranc e company, stating that the re was such a check made payable to certain beneficiaries;and none of that has been pres ent d here today,,e>ther than the testimony of a witness. THE COURT:The obj ection is overruled 21 The Court will apply the Best Evidence Rule in making its decis ion,180 that if we feel that she does not have tr e proper evidence,that will affect your claim. MR.BARNA:Your Honor,for the recor<, I'd like to s tate that this is the first notice that we received of any objection to Mary Ofcharik's claim for the family exemption.And even in talking with Mr.Ferguso n prior to this hearing,there was no indication that there w oold be any objection or when. THE COURT: ever received? MR.BARNA: THE COURT: You say the first notice yO Of the obj ec tions . Of the objection?I underst3.nd that there is no objection.I have heard no objection to her claim thus far. MR.FERGUSON:Your Honor,I concur in th3.t. Vile did not know whether or not she did have the grounds, we did not want to unilaterally fore e an objection to the claim,but we concur in your decision in this matter. THE COURT:I understand there is no 22 objection,and therefore,we will not consider it. MR.TEMPEST:I'd like to call Mr.John Ofcharik. involved to the stand,and also question them. M.Ofcharik,Jr.at this point. as your witness or areyou callir:g:him as on cross to pursue this $1500.00 by calling the other party You are calling Mr.Ofcha ik You may do that. I would like to call John The .;check that allegedly Your Honor,I would wish What $1500.00 are you tall ing MR.FERGUSON: THE COURT: MR.FERGUSON: THE COURT: THE COURT: MR.FERGUSON: examination? Mrs.Ofcharik signed . about? • c( zc(>..I>-IIIZZIII0. i0I-elZ J:IIIc(~ ..=u 0::I-III•a ..Ic( U 0::J.., :tl-I'til lfi 0::III I-0::00.III0:: I-0::::J0 U ..Ic( ~Ii.Ii.0 e MR.FERGUSON:I doubt that he wou ld be m J witness,Your Honor.So Iwould have to 'call him as on rross examination. THE COURT:Very well. John Ofcharik JOHN OFCHARIK IS CALLED AND DULY S\VORN. AS ON CROSS EXAMINATION BY MR.FERGUSON: Q Mr.Ofcharik,I would ask you also to remember the events some time around August of 1965.Do you remember receiving counselor.He said he doesn't recall. in the amount of $1500.00? No,sir.I do not recall. You are stating for the record and under oath then that you nev r He didn't state that,THE COURT: Do you remember or did you ever sign your name to a check received and/or never endorsed,ever signed your name to a check in the amount of $1500.00. a check in the amount of $1500.00 from an insurance company?• 0( z A 0(>..I>-Ql/lZZ IIIII. i0l-e>z xl/lc( ==..:u 0::I-l/l•a .J 0( Ua::I Q-, :x: l-I'(II !Ii0:: III~AoII.III0:: I-Q 0:: ::IoU ..I c( U ~Ao No,sir,not that I can remember. I also take it that you never transmitted to your sister Emma Fedorchak a check in that amount for your stepmother to sign. That's right. Q your Honor,I have other questions for Mr.Ofcharik,but not on this partidular matter. THE COURT:We will hear them at the p oper time.You are excused,sir. John Ofchar.ik EXAMINATION BY MR.TEMPEST: ?4 Q A Q A Q A Q A Q A Q A Q May I ask the witness one question?Do you recall whether ~r not your father had any insurance with a Colonial Life InsurancE Company? Not that I know of,sir. With an insurance company known as Colonial? No. Was there any insurance with the Continental Insurance Company? Continental Insurance. Did you receive proceeds from the Continental Insurance Compap.y? Yes,sir. How much? I think the total is $84.00. Was that duly accounted for in the account? It was,sir. That's all. (Witness excused). MR.FERGUSON:I'd like to call Mrs.Emma Fedorchak to the stand,Your Honor. -.-------111-------------------------------------+---, I'~---------..---------------------------- Emma Fedorchak EMMA FEDORCHAK Is CALlliD AND DULY Sworm. DIRECT EXAMINATION BY MR.FKKGUSON: 25 A Emma Fedorchak • Q What is your name? Mrs.Fedorchak,where do you presently reside? 1320 Armstrong Drive,Monongahela. Again,I ask you similarly to your stepmother and broth r, to remember back to 1965.Did you ever take receipt of a check from your brother in the amount of $1500.00? Not that I recall,no. • • Q Ac( z ~Q >-l/lZZIIIII. Zol-t' Z A:x: l/lc(~ ..:~A I-l/l o .Jc( U o :J., No. MR.T.KMP~oT~ TBb COURT: that I recall,no. I can tt hear • The answer was,not ~Q You have heard the testimony given by Mrs.Ofcharik? til ui A Yes.II:IIII-~Q And you ar~stating under oath that,.are you stating III II: I-under oath that you never took such a check?11:.:Jo~A Yes,I am. ot ~Q For the amount of $1500.00 to your mother. lI.o A Q Yes,I am. I have no further questions,Your Honor. Emma Fedorchak CROSS EXA11INATION BY MR.lliMPEST: 26. Q Mrs.Fedorchak,did you ever have occasion during the year of '65 to visit Mrs.Mary Ofcharik? A I visited her twice.I couldn't say if it was '65 or no • Q •Q A 0(z0(>~Qzz ~A zol-eiZi1/1~ ~Q a::l-ID a ..J0( §Aa ::l., %I-"l'll Iia:III~AoII.III~Qa:::loU ...J 0( U Aii:...o Q Was it with reference to a cheek? No.One was a social call and the other,I didn't eve get out of the car. Was it with reference to the estate,you say? No.The first was a social call and the second time we went to visit her but we didn't even get out of the car She was leaving the house. During the social visits,was any estate matter transac~ed in the way of money or checks? No. Did you ever take a check to ~~s.Mary Fedorchak for a signature? No,I did not. Do you know whether your father had any insurance with Colonial Insurance Company? No,I wouldn't know that • That's all I have. THE COURT: MR.FERGUSON: further question. You are excused. If I could j U$ask one Emma Fedorchak REDIRECT EXAMINATION BY MR.FERGUSON: Q ~~s.Fedorchak,did you and your husband ever loan money to your brother,John F.Ofcharik? A Yes. 27 MR.TEMPEST:I object to this,Your Honor.I don't know whether this is material question.Will you answer that,please? ~Z<I:>..I>-Ul ZZIIII\, io..l'Z %UI<I:~ ~it..III Q oJ~U Q :J., :z: f:; (II A Q A to the issue or not. MR.FERGUSON: believed--- THE COURT: Yes,we did. And how much was this loan? $ltlOO.OO. Your Honor,it is We will permit the A A Q vi QII:'III..II:oI\,IIIII:..II::JoU oJ<I: Uii:II.o Q A Q And has thi::>been repaid? Yes,it has. And when was that?. We loaned it to him in November and he paid it in Decemoer. Of what year? I don't know if it was '65 or '66. Thank ,you,Your Honor.I have no further que stions. Emma Fedorchak RECROSS EXAMINATION BY MR.TEMP~ST: Q Just a moment now.Do you know where Mr.John F.Ofchar ,k got the money to repay you that $1000.00?Yes or no. Do you know? A Q A Q ~Az«>~QIIIZ Z:A z~Qz~A«~ .:oii1~Q Q .J'«i3 Q:J.,A ]:~ l!II f'\ ai ~a:III~AoII.~Q...a::JoU ..I«i3ii:k.o Yes. Where did he get it? From an insurance company. What insurance company? I don't know. Who were the beneficiaries of the policy,if you know? Catherine Ofcharik,my sister,Mary Jane Ofcharik MundoJff, my sister,and John Ofcharik,my brother • And they each received one third of the insurance po1ic~, is that correct? Yes,they did • And what was the face amount of the policy? $7500.00. Out of his share he paid his loan to you,is that what you are saying? Yes. That I S all I have. ,-------------..------------------------ Emma Fedorchak CONTINllliD REDIIlliCT BY MR.FERGUSON: 29 Q Mrs.Fedorchak,I don't mean to prolong this,Your Hono', but when did your brother receive the proceeds of that insurance?Do you remember? A No,I don't. Q Was it July of 1965? s~A I don't think.I would say more like,the fall or winter >..I~months.zz III Q.Q Well,if he paid you back in December,as you previousl.z~~testified,it must have been at that time. :t ;A Yes.Like I say,I think it was November that he got the loan from us and paid it back in December. Q No further questions. ..=u 0:ן­m Q ..I SUo::l., I:t.:til THE COURT:You are excused. that Jonn repaid the loan out of the benefits of tnis Corporation which Mrs.Fedorchak has just testified to, evidence,this is a statement of the United States Stee ui0:III..~MR.FERGUSON: Q.11/0: I-0:::loU ..I0( Uii:lLo Your Honor,if I may offer this into one insurance policy.The letter is an indication that this amount of $2500.00 was paid to these people in July of 1965. MR.TEMP~I:)T: MR.FERGUSON: It says May. In May of 1965.If I may offer this int) evidence,Your Honor. T~COURT: evidence? MR.FERGUSON: Are you going to offer'that calendar intc Your Honor,if I may call John Ofcharik 0 30 the stand again. THE COURT:Is counsel going to offer these exhibits ~z into evidence?~....>-Ul~MR.F.I!:RGUSON:Ye s,Your Honor. II.. zo~THE COUltT:We'd better tend to that now while it'sz i:~in our mind.We have two exhibits here,gentlemen.One ~ and made part of the record.You may continue. exhibit,the calendar,with the markings on it,and the other exhibit,the letter from United states steel, offered in evidence.Is there any objection? JOHN OFCHARIK,JR.IS CAL~D. EXAMINATION BY .MR •.FERGUt>ON: Q Mr.Ofcharik,your sister has previously testified that you borrowed money from she and her husband,I bel....eve her husband's name is Tony.Is that correct? A That's correct. ~~t-al Q...<l:~Q ::l"'l %I:01 aia:IIIt-a:o..IIIa: t-Il:~ou ~oiLII.o MR.TEMPES T: THf!;COURT: No,Your Honor. Both exhibits will be received in eviden~e Q Perhaps you have a better recollection of those dates. John Ofcharik 31 when was that paid?Or when did you repay the loan? I'd say it would be closer to May,because my dad died in April.And it was during that time,just shortly after the funeral that I bought the dozer. So you are essentially contradicting your sister's previous testimony of the loan situation as to the date only. As to the dates,yes,sir • Now,Mr.Ofcharik,I'd like to take you back to,if possible,the night that your father died.I believe that you were present at his house with your sisters a nd brothers.Is that correct? A That is correct. Do you remember when you borrowed the money from them? A I don't lmow the exact date.I know of the month,1:ecal se it was just shortly after my dad died.I was going to purchase a dozer,and I needed the money to purchase the dozer in the amount of $1000.00.And I already had found out I was a beneficiary of my dad's life policy, that I would be receiving the money within a short whilE. And with that knowledge,they let me have the $lbOO.OO, and I repaid them as soon as the check came in. When was that check that you refer to that came in, ~z«>oJ>-Ul Z Z IIIII. z~Qz :z:Ul«~ iiiII:III~oL11/ II:A..II::J8 Q oJ«U ~...o Q Do you know of your own knowledge or do you have reason to believe that your father had a checking account at the time of his death? A He had a checking account. John Ofcharik Q And why doesn't that checking account show up on the 32 A Q A Q c(zc(>...>-UIZ~AII. ig Q IJZX "~ .,:A!:!II:I-UIQ...~Q D:J"I :r:I::01 eliII:~l-II:oLbIII: l-ll::JoU...c(u Aii:L o Q Inventory? I,t does,sir. \fuere? The first item,$263.00. So the item that you show as bank deposit,Western Pennsylvania National Bank,Monongahela,was this a bank deposit into the executor's account? Yes., So that's why you listed it this way,rather than havin~ it listed under the decedent's checking account. That is correct,sir.Mr.Tempest was with me when we deposited the money. Now going back to the night of your father's death,I believe the decision Was made,and I want you to correct me on this if 11m in error,I believe the decision was made for the four of you to go through your father's personal effects in an attempt to find a Power of Attorney.Is that correct? I believe that is correct,sir. o And in doing this,did you,along with your brothers and sisters,assemble various documents and cash that your father had at the time,:of h:1S:.death that even Lng? A Yes,sir. Q What kind 01'documents were these? A I believe life insurance policies and his wrist watch, or his pocket watch,vatious jewelry. John Ofcharik 33 Q So that when it came time for you to make applications for these insurance po1icies---1et me ask you,where were these documents put? A Where were they put? Yes.I mean-,,-a1l right,let me rephrase that question. When you gathered'up'·:all .the"-:dlocuments,were they put in an envelope? Yes. Q A Q And when you later came to apply for the insurance policies,did you open that envelope in order to get tru insurance policies out? Now this stuff that was put in an envelope didn't conta n the insurance policies. I thought you just said it did. I said his jewee·u.YJ like his ring,his pocket watch, his wallet,was put in this envelope. What else was put in the envelope then? I don't recall,sir. Was the deed to the real estate put in the envelope? No,sir. And none of the insurance policies were put into the envelope? No,sir. ·What happened to the cash that your father had at the time of his death out at the house? A At that time we divided it up among the grandchildren. ~z«>oJ~Azz~Q zoI-~z iUI; ~A ii:I-UIii oJ«2 Q Q :l~A~til viII:III'"~Q LIII~AII::l 8 Q oJ0( U Aii:...o • • That wouln be my sister's children,my brother's·ca11drEn. John Ofcharik 34 • Q A Q A :s Q z 0(>..I>-III~AIIIIL Since I was not married,I didn't receive any money. You divided it up among the grandchildren? Right,sir. Which grandchildren,exactly? As I recall,there was only my sister Emma had children and my brother ,Ed -had children. So that this money then went to their children,Ed and Emma. That's right. I would say.so,sir,Yes. Was it over $100.00? That I couldn't say.I don't recall what the real amoun was,but it wasn't much. Did you at this point realize that it was your duty as the executor of the estate or the potential executor of the estate to collect all of the assets of your father's estate and maintain them for the benefit of Do you recall how much money this was? No. Was it over $50.00? A the heirs of the estatt:l? At that time,no,sir,I didn't know I was going to be the executor,even. Q Why did he give it to the grandchildren?Was it becausl ~Ql-I)z i:AIII;Qt~AUI a ~Q § g A.., :I:~COl iiiII:5 Q oL11/II: l-II:;)oU ..I0(UiL...o they were not mentioned in the \llill and you thought thi would be a good idea? A We had no knowledge of the \'1111,sir,at that time.~ve John Ofcharik 35 A A Q Q Now if I may,Mr.Ofcharik,Itd like to ask you certain matters.In any event,this money that y ou found that night wa s never then included on any Inventory in the estate.Is that correct?' No,sir. The next day? I wouldn't say the next day.It might have been two day s later. just came up with the idea that night. When did you find the Will? I believe we found,it that night,sir. I thought you said you had no knO\'11edge 01'the Will. that night. I think the Will was there,sir,in the desk with the papers. So in other words,you did know the contents of the Will that night. I dontt think we read the Will that night,sir.I think we took the Will to the lawyer. Which lawyer is that? I believe we took it to Capano at first,and then I took it to Mr.Tempest. \Vhen did you take it to Capano,the night your father died? Q A A Q Q Q A ~z«~Q>-tilZ ZIIIII. ~AI-elZ :tWI«~ ..,:ua:I-!!!Q .J<{; Q :J., J:/:.N vilI:IIIl-ll:oII.III0: I-0::JoU .J0( {; ii:...o A Thatts correct. Q Or in the Inheritance Tax appraisal. A Right,sir. John Ofcharik 36 Q But yet you signed these two documents stating that .these were all of the assets of the estate of'your fathE r, is that correct? A I signed the papers,yes,sir. Q i A c(>~Qzz ~A zo~Qz :t~A ~ ..:!:!a:I-~Q oJ~A!:!o::l~Q ~(II iii A II:III~Q II.IIIa: I-a:::loU oJc( U Aii:II.o Q A Now in the administration of the estate,Mr.Ofcharik, did you ever apply for the Social security death benefit? Did I,sir? Yes. No,I dontt believe I did. vlhy not? I believe my stepmother was receiving Social Security. Itm sorry,I did receive it,yes • You did receive the Social Security death benefit? Yes,I did. What happened to that money? I had the major portion of it applied to the funeral. I believe we have already admitted the claims of three people in which the total bill wa s paid for by you and Catherine and Mary Jane Mundorff.Is that correct? That is correct,sir. Who did you apply the $255 to?Excuse me---what was the amount of the death benefit? I dontt remember,sir. Q Was it a couple hundred dollars?Would it be reasonabl~ if I told you the usual amount received is $255.00? A Would I believe it? Q Yes.If you think that the amount was around that. John Ofcharik A I couldn't tell you what it is,sir. Q What did you do with the benefit,the check?If you applied for it,it came in your name.i'Jhat did you do with it? I don't recall,sir. I thought you said you applied it towards the funeral? I'm getting two things mixed up,I believe,sir.My wif 1s going through the materiarr there now. What are you getting confused on? This Social Security that you're talking about. Im not talking about insurance money that you received. What I'm talking about is the Social security death benefit.You would have received this and you should have made application for this to the Social Security Administration. I can1t recall if I did or not,sir,really. You previously say that you thought you did,but you are not sure. I'm not sure,sir. Mr.Ofcharik,it was determined,I think you filed the Inheritance Tax in this estate approximately three years after the date of your father's death.Is that· correct?196~,does that sound right? A well,here,let me do this--- Q Is this document the one that you signed and had filed? Is that the Inheritance Tax Report? A Yes,that's my signature. John Ofcharik Q When was that report filed? A May 14,1960. Q Approximately three years after your father's death. A Yes. 30 Q Were you aware at the time that those reports are suppo ed to be filed? don1t know what the attorney is trying to g~t at here,but we had problems in the preparing ~of these papers because of non cooperation. Now we had this property appraised,the real estate appraised and we all agreed to these figures.As far as the delay in filing any of the papers are concerned,I can take the respon:1- bility,but the reason:for filing late was not the executor's sole responsibility.It was the responsibility of all the heirs.They weren't talking at that time,Your Honor. I don't want them to put an unreasonable burden on the executor;e I will take the responsibilit~; I don't want my clients harassed about the lateless of filing papers because his clients are as rouc] responsible as mine was. Q I will withdraw that question. :!z0(>..J>-IIIZ ZIIID. Zol-I'Zien 0( ~ tiiil-I/) Q ..J<Uo:l.., X~(\I via:IIIl-ll:oD.bIa: I-a: :loU ..J<U ii:II.o MR.TEMPEST: THE COURT: If the Court please,I Thank you. Q And shortly th~reafter,'..on the tax in that estate, John Ofcharik 39 A I can't recall,sir. Q If I show this to you,I will offer this into evidence, the report of the Inheritance Tax appraiser,this was dated June 5,1960,is that correct? Yes. And have you paid that tax? And the tax is shown as $95.tS3.Is that correct? That's correct. ,Not to my knowledge,sir. Why not?You had funds in your bank account sufficient to pay tnat tax at that time. I realize that.I If the Court please, HR.FERGUSON: MR.TEMP.l!:ST: was just--- that is a misstatement.The funds were deposite in the name of the co-executors.One of the .executors would not sign the checks.lid like him to state the record as it is.The account was not in his name,but in two names. e A 'Q ~Az0(>...>-QIIIZZIIIAII. i0..QIJZi:III0( ~ t-=0Ii:.. Ul Q...«§ Q :J.., ;:z: /;. C'4 iiiII:M..II:0LIIIII:..II: :J00...«Uii:II.0 MR.TENPl!:ST:He couldn I t po s s1bly sign it without the signature 01'the other part IT. Q Mr.Ofcharik,did you attempt to have a check signed for the tax in tni~case? A No,sir. Q So you never made up a check and presented it to your John Ofcharik 40 stepmother for her signature. A For that amount,sir? Q For that amount. A No,sir. •Q A i Q~..J>-1IlZZ~A io~Qz i Ul0( ~ .,:A~II:I-~Q ..J0( UQ::l., :E~~ cDII:IIII-~Aa. III~Q II:::loU ..J 0( Uii:II.o A Q So in other words,has the amount been paid to date? To my knowledge,no,sir. Mr.Ofcharik,you lived,after your father's death; you lived on his property,is that correct? That is correct,sir. Ey yourself until you married your wife in 1967,is tha correct? That is correct,sir. And after that date,did you and your wife continue to reside on that property and·in sole and exclusive possession of that property until its sale,and the closing on March 13,1972,I believe?Is that right? All except for a couple months. During this time,albeit a period of six years,did you ever pay rent to the estate for your use and posses ion of this property? No,sir. I have no further questions,Your Honor. HR.FEHGUSON:These are already on the record,Your Honor.I don't see any point in putting them in as exhi bits. HR.TEMPl!;ST:If the Court please,there's been at lealt 41 an inference here possibly there is a Social security check that~sbeen misapplied or ,never applied for,or whatever it was.'I have.a letter here from the Departmlnt of Health,Education and Welfare,stating that the Social Security check in the amount of $553.00 was sent directly to'the Slezak Funeral Home,Third and Fallowfield'Avenue,Charleroi,Pa. THE COURT: MR.TEMPJ:!:ST: How much? It was $553~00.And it represents unpaid ben~!itswhich were due the deceased individual. THE COURT:Well,what we want to ]mow is whether or not it ('includes the death benefit. MR.TEMPEST:I will read the first paragraph.Yes, Your Honor,it does include it.I will read the letter, the paragraph here that refers to this.It says,"Your recent claim,"and it's addressed to John F.Ofcharlk, Jr.,"Your recent claim for the lump sum death payment on the Social Security account of John M.Ofcharik has been approved.A check for $553.00 will be sent as you requested to Slezak Funeral Home,Third and Fallow- field Avenue,Charleroi,Pa.,15022.This includes unpaid benefits which were due the deceased individual.' And I have the original funeral bill here in the amount of $1,015.00.And that's what we included in our accounting.And that was marked paid on July 22,1965. 42 It1 s signed by Frances C.Slezak.But it doesn 1 t say Whc paid it. MR.Ff:RGUSON:I think,Your Honor,we have got a que st~on here of either the funeral home was over~aid by $500.00 or the three heirs whose claims were admitted ar~not entitled to that amount.:Do you have the check that . my client always came to my office with all the checks and everything he received.He was in constant touch point,if the attorney or the other parties are going to make claims,I think they should have more to substantiate the~r claims,rather than leave them as innuendos.And the idea is that maybe my executor is misapplyidg'funds.I really don't like to leave that impression with the Court.There is no intention here to cheat anybodY,especially heirs of the estate.And you paid ·Slezak's?Do you have any remembrance of payirg ltd have to go through my box. ,The only point Ifd like to make at this him $340.00? HR.lliMP.b;ST: ~z0(>....>-UIZ ZIIIII. Zo~JOHN OFCHARIK:ziIII; ~u~!!! Q ....0( Q D:J.. :t~III iiia: 11III-a:oLIIIll: l-ll::JoU....0( Uii:...o with me.That was John Ofcharik.But whatever claim they1a like to present,I'd like them to have a little more than a cross examination of one of the executors. MR.FERGUSON:I Wholeheartedly concur with Mr.Tempest I got into this case in April when these people came to me and said that they could not get the estate either.The funeral bill might have been $1500 or $1600,and the balance due is what they paid.I don't knowwha t his bills were.I don t t think we can say here categorically he was overpaid. I would like to offer into evidence, Your Honor,on behalf of Mary Jane Mundorff,her check made payable to Franc1s C.Slezak,and endorsed on the back by him and cancelled in the amount of $340.00. Now this is true of the other two which I would have no reason to suspect that it was not;it appears that Mr.Slezak was overpaid by the tune of $553.00. settled.I have ,only heard up until this date one side of the story,your Honor."My sole purpose in gettir g testimony from the executors is to hopefully clear up some of these matters.We either have here an over- payment of the funeral bill by the amount of $500.00, which money should then go back into the estate,or the claims that were previously admitted should not be admitted. • «z«>..I>-UI Z Z IIIII. i0I-eIZ iUI«~ ..=~ 0:I-UI Q ..I«i3 Q ::l., :r~"I'l iiiII:IIII-0:0II.III0: l-ll: ::l00....c( § II.II.0 MR.TEHPEST: MR.FERGUSON: I don't think that's a fair statement That I s the other alternative,Your Honor The question still stands though as to whether or not we continue to admit the three claims previously filed. MR.TENPEST:I thought they were admitted.I thought everyone testified they did pay that. '+4 HR.FERGUSON:I was wondering,if the funeral bill was $1015.00 and not fifteen something. MR.TEl1P~BT:The only bill I got was the $1015.00 fuat the three heirs had paid.I do have this other letter stating the Socd-alLSecurity sent another check to Slezak Funeral Home. to find out what had happened to the Social security witnesses that you desire to call? the funeral bill was $1500.00.My question was solely death benefit if one had been paid,because it did not Your Honor,the wife of the You may do that.Are there any other Then we will have to go on the basis appear in anything. decedent,Mary Ofcharik,believes she does have the funeral bill at her house,the total bill,And perhaps to clear up any misunderstanding about this matter, "fe should have her 'send this to you or to me and I coul< forward it to you.So that any doubt,etc.with respec to this can be resolved satisfactorily. TEl!:COURT: ~z<>g Jffi.li'1!:RGUSON: zzIIID- Zo~CJZ XIII~ .,:u~, Ul Q .J<Q Q :J., :t.......t'Il aiIEIII~IEoD-IIIIE ~IE :JoU .J<U iLII.o M..q.FERGUSON:.YoUr Honor,would you prefer that I summarize the reasons I have asked the questions that I have in the past and I would also like to present a claim for the payment of expenses incurred by Mary Jane Mundorff in this case.And I would like her'to take the stand if no one has any objection. MR.TgMPEoT:Itd like to have an offer on.this,seEi:' 45 if it's a valid claim and what the claim is for.I'd like to have an offer made on it. Your Honor,'and I would like to request that some testimony of 11rs.Mundorff be taken with respect to thi~ claim and other matters. one lives in the state of California.,in order to discus~ the estate •.I don't think it's a proper claim for the estate.And I would object to the presentation 01'such a claim. type of petition or whatever this might be.If the Court please,I object to this claim.I don't think it's a proper claim to present to the Court,and charge the estate for telephone calls made by one of the heirs to two other heirs~-one lives in North Carolina and ~z 0(>...>-VIZ Z IIID. i0I-~Z:rIII0(~ ..=u 0:I-III Qe.J~U Q ;)., :z:~N uiII:IIII-0:0D.III0: I-0:;)0u...0( ij iLk.0 THE COURT: MR.TEMP.t:ST: MR.FERGUSON: THE COURT: MR.FERGUSON: THE COURT: We will have your dffer,sir. This is the first time I have seen any I have an itemization of the charges, You say and other matters? Yes. ~fuat are the other matters? MR.FERGUSON:Her attempts to bring about a rapid administration of the estate and the attempts at least ~----------..-r-------------- of one executor to preclude the rapid administration of the estate.-I think this will go to potential sur- charge actions. THE COURT: MR.FERGUSON: THE COURT: *e will hear some of her testimony. It will be brief,Your Honor. The Court is not ruling at this time that the testimony with respect to telephone calls is admissable or inadmissable.we are just going to hear her testimony as presented and we will rule from time to ,time. MR.FERGUSON:With the Court~s permission,I would like to call 11rs.Mundorff to the stand. MARY JANE HT.1N"DORFF IS CALL.t:D AND S\V'ORN. EXAHINATION BY MR.FERGUSON: Q Mrs.Mundorff,lId like,as similar testimony presented lId like you to go back to the night of your father's death.would you briefly relate to the Court what transpired on that evening? A Yes.I was at the hospital with my father,who was in a coma at the time,and I received a phonecall on the hall telephone.The nurse informed me that the call HWldorff was for me,at which time my sister Emma was on the phone,requesting that I go to the farm house to meet the rest of the family.My husband and her husband were to relieve me and ·stay with my father. Q So you went home? A Right. ct ~Q>.I>-lAZ Z.IdD. ieClzx~A~ .,; !:!II:I-UI o ..J~U o:l., :z:~01 viII:IIII-0:oD.IIIII:~Q :loU .IctUj;: II.o Now while you were there,did you and your brothers and sister-get together what you at that time considered to be the important personal papers of your father and place them in an envelope? Ye s.My brother wa s here from North Carolina,and he had asked the doctor earlier in the week how much tirile we could expect my father to linger,or perhaps die. And the doctor told him we would know something within ltd hours.At the time we decided to see if there was any papers,I guess,to tell us what we shoul do if something happened to dad. Now in gathering these papers together,did you place certain pap~rs in an envelope that I previously referre to? A We did.At the time,John,Emma,Rudy,Eddie and I were at the house.As they went tnrough things,if there wa s anything of importance,I wrote them on a sheet of paper and we placed them in a brown envelope. Consequently,this envelope was sealed with the listing insdde of it. Mundorff Q Do you,remember what kind or papers were put into this envelope?For instance,was the deed of your father to the property,was that placed in the envelope? A I don't recall that it was placed in that sealed envelo e, but we did place it in a brown envelope. Q What about insurance policies? A I believe they were aLso in a separate envelope,not in a sealed one. Q At the time this all occurred,did you find a certain amount of cash at home? A We did.I am not certain Whether it came from my dad's wallet or in a safe or the locked library table,but there was cash on the table and we did count it and we did insert it into the sealed envelope. Q Into the sealed envelope? A Yes. Q Now your brother has previously testifed that this mone was given to the grandchildren.Do you know of your own personal knowledge if this is true? A The first I had heard about it was in May of 1971. At this time,Emma,Ed,her hu~band,my husband and I were meeting to decide what should be done about the estate,and this was one of the items that Emma brought up;previouslY,I did not know about it. Q Do you recall how much cash ~ms on hand at that time, at the time these papers,etc.WBre gathered together? ,..,.n-,",49 A I could not swear to the amount,but I would say it was a considerable amount,and we each counted it.It was more than what you could say was there by merely lookinl at it. dontt know exactly what that means • I could not te stify to same,but I believe so. I could not swear to the,-exact amount,Mr.Tempest, but,there was a considerable amount,and we all did count it. If the Court please,IHR.mMPEST: Your brother previously stated that it-was more than $50.00,but'how much more,he did not know.Would~u bfyo1ll"'own personal knowledge,do you remember if it were more than ~p200.OO? Q ..:uii:~l/l Q A...c(uo ::J., :rt:; ~ ~z c(>...>-UIZ Z III :Ao~"z XIII~ • Now would you briefly and again,the Court has been very generous in all of the testimony that has taken place prior to now,and could you briefly,and I do mean briefly,relate what attempts you made to bring about a rapid administration and settlement of the estate,and in particular,what your brother,John Ofcharik,one of the executors,did or did not do to frustrate these attempts on your part? A In the summer of 1970,Ed,myself,John and Emma were ~QIII~cr:oLIIIIt ~cr:::JoU,... c( Uii:ILo at the farm house going through things that belonged with the estate and removing personal items that belong d Hundorff 50 ~zc>..J>-UIZZIIIII. ZoI- eIZXIIIC~ .,: ~ II:I-UI Q ..J~~ Q :l., %I:; til oill:IIIl-ll:oL IIIll: l-ll: :loU ..Jc( UiLILo to Rudolph,to Catherine and to any of us.The next morning we received a phone call,Ed did,at his place of business or his home,lim not sure which,and I did 'at home from Johnls wife,stating that we were not to come back.She called Mr.Tempest and he told her we were not to be doing this.That evening,Emma w$at my house and we were waiting for Ed to come from a meet ng he had.~fe went to the farm house and requested that John do something about getting the estate settled. And at the time he was very upset and he was .honering , at me and pounding the table and things like that.He said he would call Mr.Tempest and set up a meeting for us. Well,we waited until May of 171,and had not heard anything.At the time,my husband and I had need for an attorney for other matters,and we brought up this matter,the matter of the estate.This attorney was an associate of Mr.Tempest,and could not help us,but he referred us to other attorneys.One of these attorneys was }1r.Sannier.He called Mr.Tempest and asked about the estate and Mr.Tempest told him, and he conveyed to my husband and 1·-·- MR.TEHPE ST :I object to this. Anything Mr.Sannier wants to say,he can come n. Q Right.This is hearsay.Let me ask you this:in an Hundorff attempt to get the estat~moving,did you go to see Mr. Paul Barna? A Long after this. Q .And he is the one who;let's say in your mind at least , was primarily responsible for getting the property sold Is this correct? A,Yes. Q Now after talking with Mr.Tempest and not getting anywhere with John,did you try to get the property appraised? A Yes.I'd have to go back to the meeting that the family~ Ed and I had together.At the time we had made a decision to go to Mr.Tempest's office at l~.Sannier's advice,we asked Mr.Tempest what we should do about the estate.He showed us papers he had and so on.He told us at the time that since John was not buying the farm,he owed us rent for the farm and we could have an appraisal made of the farm.After returning home that day,I called two appraisers and each said it would be $100.00 for the appraisal.And the following evening we called Rudy and~asked him what he thought we should do,and he agreed that we should have it appraised. We called John then,and he was very up set with me again,and said what did I want,my wasn't $3500 sufficient,and a lot of these kind of things.And I couldnt t talk to him anymore;he had me 51 52Mundorff so upset.Later,I was told that Ed had tried to call him and got very much the same treatment that I did. •• ~z c(>..>fIl Z Z bIII. i Qo..l!lZ Xen~A ~u ii:..fIl Q.. c( U Q :l., :z:t:01 iiiII:III..II:oII.bIII: ~Qou..Ac(u~Q A 'Come time for the appointment,which was like on May l~th,we called the farm to see if John would let us in.He was not available.We were-finally told that he was in Kentucky and that we were not alloWE d in the farm without him there,and '\ore had to cancel the appraisal. So in other words,John did not let the appraiser on his property. He had told us he would let us know if he would be therE and he was not at the time that we had the date set. I must go back---I had talked to Mr.Tempest,requestin ~ the deed,and also the tax receipts,w~ich the appraise~ had asked for'and asked him for some guarantee that we would get in the house.And he said we don't need one,just call John and he would let us in. But John never let you in the house. That's right. In fact,continued to postpone getting an appraiser on the land,is that correct? We cancelled the appointment and it was never re-made. Q The estate has now gone on for eight years.Do you know if your brother ever contacted any real estate agents during this time? A Not to my knowledge,no. Mundorff 53 Q Did you ever receive any notice,written notice from ~~.Tempest or John,not particularly Mr.Tempest, but John as the executor,concerning the estate or how the estate was going or problems or how you could be of help in settling the estate?Did you ever receive me • During this time,and particularly in the last two years. copies of 'the Inventory that was filed? The only copies of the Inventory I ever sa",was the day the family had gone to see ~~.Tempest.The first papers I received were the ones that you yourself gave When was that? This year. ,And when did you see for the first time the copies of the papers that 11r.Tempest showed you? May 9th.I take that back,May ~,197l.It was a Saturd y. So that for a period of six years you did not receive any word from the executor,any idea of how the estate was progressing. True • Q Q Q Q A A Ii0::III~oII.III0::..0::::>8 A...«Uii:iiio ~A«>-I)- VIZZIIIII. io..ClZ XUl«~ ~U 0::.. !!!a...«~c:l.., %0-r-III MR.'JEMPE::>T:If the Court please, it's all right to ask the witness questions, but to lead the witness,I will have to object to it.I wish he'd state the questions and let her ansve r them.He t s been talking about Mundorff long,th~executor has been holding them up and everything else.I think he's te stifying.I think he should ask the questions and see what the witness has to say in response. 54 MR.FERGUSON:Your Honor,I may ha,,"e tended to lead the witness because if you want me ~o go back to specific dates and 'pinpoint the testimony,I will be glad to,about the problems Mrs.Mundorff had. TIlli COURT:Many of the questions have been leading,and we suggest that they be eliminated.This is an intelligent witness that can have her own answer s ready. Q I apologize.Mr s.Mundorff,do you remem'ber meeting on May 11,1971,this was a conversation,did you have a conversation with your brother on May 11,1971,a telephone conversation? A Yes.This was a conversation which I called him and asked if we could have an appraiser look at the farm. Q And do y ou remember as be st as you can what he stated to you on that date? A Very well.He was very upset with me.He thought that we were being very underhanded in trying to get the estate settled.He wanted to know what we wanted. Do you know of your own personal knowledge whether any Mundorff 55 of the other heirs,aside from.the executors in this .estate,.have ever received any notice,other than the ones you received for the accounting and the ones :that you personally sa,:t in Mr •.Tempest I s office? I have been told by.Rudy and Catherine that neither have received anything;that they appreciated my ..'·efforts to keep them informed.And·the only time I did call them was when something vIas occurring in the estate.,:which I felt they should be notified,and I wanted their decisions.I',,'as not acting in my own -behalf,but for they as well as Edward and he,and for awhile Emma was "lith us.She was at our meetings until one evening Ed'had taken the information that we lmew of for Mary to look over,and see if she had any additions or corrections.And at the time Ed asked Emma about the·$1500.00 check,and she·told us that she could no longer help us,that sh~didn't know anything about it because Johnny oweq her money • 'And if'she helped us,he·would not pay her • •A «z .i~«>..I>-UIZ Z IIIII. i0l-ez ,':z: Ul«~ t-=uii:I-UI C ..I~ !:!c :J., :I:I-"N ui II:IIIl-..0:0II.III 0: •1-0::J 0U...« 0ii:II.0 e. MR.TEMPEST: hearsay. THE COURT: I object.This is all The oojection is sustail1ed Q. for several reasons,among them that it is hear~ay. Mrs.Mundorff,did you take it upon yourself to act for the benefit of'the other"heirs who were not Mundorff 56 'represented by an attorney to advise them of what was going on in the estate? HR.TEJvD?EST:I object to this.If Did you make the long distance phonecalls---why did you make the long distance phonecalls? Whether or not she made them or not,I think you should ask what she did with reference to this estate,if she did anything. she attempted to get an appraisal of the land, so that people could have an idea of what it was worth.This was refused and delayed. she met with anybody she ought to know why she met with them without the attorney telling her why she would meet with certain pe,ople. It was not her land;1t I object to this. She's already testified The objection is susta1.,Led."eRE COURT: HR.TEIvlPEST: HR.TEMPEST: MR.FERGUSON:=-' ~zct>oJ)0- UlZZbIII. i Q0I-~z %ell 0( ~ .,: U II:I-UI Q oJ~U Q :7.. :rl-i'til iiia:IIII-a:0II.IIIa: I-a: ::l0U oJ0( UiLII.0 was an estate property that was involved here. MR.FERGUSON:This is precisely the point. TIlli COURT:We will permit the Hundorff question as to whether or not she made long distance phonecalls and if so,how many. 57 Your Honor,do you feel the question of why she made these phonecalls is necessary? to ask her why she thought the telephone calls we~e necessary.Why couldn1t she ,~ite letters? Yes.Did you make long distance phonecalls to your brot er and your sister,your brother Rudy in North Ca~olina and your sister in California? Right.Again,I have to say at a meeting with Emma and Ed and I,we decided that RUdy should be consulted and let know what is being done with the estate and what his desires were.And also,we had talked about the envelope and some keys that opened this tab~e. \o.fe had:asked Rudy if he had them and he said he did not And even as late as a couple weeks ago he and I talked and he still cannot see why it's said that he bad the keys when he does not recall ever taking anything from the f arm when he left. • A Q ~ ~A..J>-UIZZIIIII. ioI-~ziCIIc~ ti~I-UI Q ..J«§ Q ;:)., :z:j:; "viII:IIIl-ll:o~. Q ~;:)oU ...ICUii:II.o Shall I answer it? THE COURT:I feel that it is prope ~ A \'lell,Your Honor,it seemed thatnothing was being done "lith the estate and we wanted their reaction to what we should do,and letters did not seem to be satisfactory. A personal call seemed more to the point. Mundorff TIlli CO URT:Very well.we have' " .your answer. A I mUt)t say these calls were made when a decision needed to be made,not just for personal talking. Q.Did you ever attempt to set up meetings betw'een your brother John and Mr.Tempest? A At the l1aY oth meeting,'\ole had'asked Mr.Tempest what neeaed to be done with the estate ,and he had told us he would contact John and we expected from there tha~ we "Tould be called.But as far as my calling John and saying that we wanted to meet with'l.fr.Tempest,no, other than the summer,1970 meeting when we requested he do something. Q I have no furth~r questions,Your Honor. THE COURT: CROSS EXAMINATION BY MR.TEHP.c;ST: You may cross examine. Q You were represented by an attorney in 1971,is that correct? A I don I t 1m ow if I have ever be en r epre sented by an.' attorney other than Mr.Ferguson.In 1971,I had requested Iv1r.Barna I shelp.His father instructed us that being that Mary Ofcharik was an executrix,he would have more power representing her than us.So in l1undorff 59 effect,~~.Barna,Jr.told us that his representation was for her more than for us. Q Well then,that office was representing Mary Ofcharik, the co-executor,is that correct? •A ~z«>...>-III Z Z 11/II. ieC'z i:~Q~ ..:uii:..III Q... c( §A Q :J., xI::III aiII:III~oLIII~QII::J 8...c(oiLII.o A As far as we were concerned,yes.That was what we were told.vfuen nothing seemed to be moving from the time that we had the Court aUditing in September,we came here to the Court House and were advised that we should have our own attorney.And at that time we sought Mr.Ferguson t shelp. In your ovm words,how were you hurt as a result of the delay in settling this estate?How ",ere you hurt? ifuat is your objection? Mr.Tempest,I believe the purpose of a Will is to take care of my father's real and personal property.And the executo~s job was to do the desires of the Will, and it has not been done. Let's go bac~then.When your father died,you and your brothers and sisters were on speaking terms,is that correct? Right. Q And you all talked to me about settling the estate and Y9u were all working together,is that correct? A I have to beg your difference.I did not meet you until I was in your office in 1971.I was not present at any other meeting with you. ,--------..-~---~---_.- Mundorff 60 "I had not seen her from the time she left hom~;in fact, prior to that. What ,.,as your relationship? I'had no relationship with her. So~there was little problem,inasmuch as the two co-executors,the relationship was not real good.Is that correct? Yes. Ird say so.~ut I donlt see where I had anything to do "Tith that. it The relationship,was/good or bad. lid say it was bad1 So that caused some problems in the settling of the estate,didn'tt it?And you knevT it,didntt you? At the time,no,because I did not know \"hat was being done about the estate.At the time after my dad died, I '~Tas not home for almost two years. Q Did you agree originally to sell this farm and all of you brothers and sisters,I understand it,agreed to sell the farm to your brother for $3500.00,is that Q \'Jell,your relationship 't.,ith John Ofcharik at that time was what? A lid say John and I have always been very good fri~nds until the time he was married. Your relationship with Mary Ofcharik is what? Are you talking about my stepmother?•Q A ~Qz·~>...A>-CI),z Z IIID. i" 0 Q..~zX "III A~~ .:Qu~l-CI) 0e...~.0 0:J..,A% I:-til iii 0: =Q0: 0LIII0:AI-0::J0 Qu... <t 0ii:IL.0 A e correqt?Were you a part of that agreement? Mundorff A I was under the impression that Ed and John ,vere to buy the farm,but for what price,I don't know.John always made plans with Ed that the two of them were to run the farm. Q Approximately ho",mUch was involved?\lJhat was your appraisal? A I have no idea.I was not in on those conferences. Q You didn't agree to any figure at that time? A ~~.Tempest,I was not consulted on--- Q Answer the question.Did you agree to any figure at that time? A No.I was not consulted.I was not in on any of these conferences. Q The original Inventory,though,did have a value of real estate down as $3,500.00.Is that correct? A I understand that. 61 1Y1R.FERGUSON:Your Honor,shefs alread IT testified to the fact she did not see a copy of the Inventory until 1971~ Q She said yes.Where did you see that $3500~OO? A In your office. Q I showed it to you? A Yes,in May of 1971. Q Did you have any objection at that time? A As I stated,I did not know what the price was,so I Q •A 0( z 0(>J>-III Z Z 1&IDo i0I-elZ :r III 0( 3:Q ..: 0 ll:AI-IIIe0 J ~ 0 0 :l., :t..,.. N Q !Iill: 1&I Al-ll: 0Do1&I II: l-ll: :l0U J 0( 0 Qii:ll.0 A Q A Mundorff cannot object to something I didn't know. You were in my office and I showed you the figure.Did you voice an objection at that time as far as the)price was concernec " the value of the real estate? At that time I was in your office,we made no,how should I say,we did not state whether or not the farm was going to be sold for this price.At that time we wanted to know what was being done.At that time we were told that the Inheritance Tax people would even deny Jones'claim was only worth $3500.00. Where did yOU get that information? YOll told us.You had papers in your desk that you were show in~us. You didn't even know what the papers were.We had to tell you what they were,as I recall. I couldn't read the paper or what? You had said that John told you he had no money,so you put them on a shelf and forgot about them.And 'you really had to dust them off to show them to us. Since that time,the property as it was appraised at $3500.00 has been s old for w hat figure? Thirty-three thousand something.I'm not sure of the exact amount. This waitreally hasn't affected you financially as an heir of the estate,has it? Well,whatever money I had coming to me,if I had it,could be Mundorff 03 possibly collecting interest.I would be losing that way. Q That's right.That is true.And more interest if it had been $33,500,is that correct?You haven't been hurt financially, have you,as a result of the delay? No.I'm just saying---- undue.delay in getting the estate settled. I have not gained as John has. I have not gained anything.I don't know if I've lost anything. I don't think we need to en~age I want a reason for it.What She stated the reason is thE MR.FERGUSON: MR.FERGUSON: MR.TEMPEST: in that. is the reason for all this? You're saying derogatory statements about myself and about John Is that your objection now? and I can't read papers and I had dusty papers and soforth. You haven't lost financially.have you.Ma'am? ;This cas h that you allege you found and put into a sealed envelope, •A 0(Qz 0(>..J>-AUIz ZIII0.Qi0I-elZ J: UI 0( ~ ..:u 1I: l-UI C .J~U C:>., :tl-I'N ui1I:IIIl-ll:00.I.IJ1I: l-ll::>0u ..J«Qu ii: lI. 0 A Q what ha ppened to the sealed envelope? A Shortly after we finished sealing this envelope,we received a ca;l.l from Emma's husband that my father had died and we put everything back either into the safe or the locked library table Mundorff and went to the hospital. 04 Q A Q A Q A Q A Q A Q A Q A Q A Q Who actually got the sealed envelope tha t had the watches or whc tever was in there?I want to know who has it so we can get it. That's one of our questions,Mr.Tempest. Who do you say has it? I have no idea;I can't tell you. Are you saying the executor Johi1.has it? He had more access to it than anybody else. Did you say he has it? I have no idea who has it. N'bu.have no knowledge of who has it? That's right. So your testimony here is to accuse John of having money and nc t accounting for it.Is that true? I'm saying it's not acc ounted for.I have not accused anyone. Do you know how much is involved? No.I would say it's a considerable amount,more than I would carr.y on my person. What other items were there that haven't been accounted for,a vvatch and ring,or anything more? I don't know.Those incidental personal items were important. The thing was,we knew there was money and we wanted to account for everything that was in the estate. You don't know how much and you don't know who got the money? • c( zc(>~>-UIZZ\&IDo i0l-e"Z :tUIc( ~ ...:0 0:: I-UI e 0 ~c( U 0:l., :tl-I' 1\I ui0::\&II-0::0Do1IJ0:: I-0:: :l0U ~« ui&:ll. 0 A Q A Q A Q A Q A Q A Q A Q A Q A Mundorff That's correct. Did JOu ever see a $1500.00 check? I did not.The first knowledge'I had of it was when Ed came. Any personal knowledge of this? None. Did you have any pers onal know ledge of any insurance policy? Other than the one I was beneficiary in. You were there when all the important papers were brought up and you put them in packages.Now was there an insurance polir-y issued by the Colonial Insurance Company? No.Tha t name is not familiar to me.I don't recall seeing a lifE insurance policy. Any insurance policy issued by the Colonial Life Insurance or Colonial Insurance Company? No,sir,I do not.The first mention I had even heard of insurance was United States Steel people.The only one I know of is the United States Steel people. That's been accounted for,has it not? That's the one John and Catherine and I shared. That's accounted for then. Yes. But you have no personal knowledge of Emma Fedorchak having a check and delivering it to Mary and soforth? No. 65 A Q Mundorff You have no personal knowledge of that? No. As I recall it.all the important papers were gone through and analyzed by all the brothers and sisters on the eve of your fathe r-'s 00 • 0( z A0(>.J )0-IIIZZIIIII. i0l-e>z :x:III0( ~ ..:uit I-III•C .J Q0( u C :J A., :tI-"III Q iiiII:IIII-AII:0II.IIIII:Ql-II::J0u A.J0( uii:II. 0 dying.Is that correct? Yes.There must have been something of importaJrlce that we wo~ld seal it and each of us signed our names.so that if it were openEd.the· rest of us would know.At the time we did not know that our dad was dying that night or would die that night.So we had the impression that we'd be back another time and go through these things again. Did you ever see that package again? No,sir . Did you ever dis cuss it with John Ofcharik? I don't recall that I ever did,but the rest of the family.yes. Did you ever tell me about the cash or these personal items? Yes.The day we were in your office.we told you about the locked 1ibrary table and the safe and you told me at the time John never mentioned them to you;that Monday you had talked with John,and you told me the following day.and he said to you we all had gone through thes e things and there was nothing of value there.But again!stated if it was nothing of value.why did we seal it with tape and sign our names to it? • Q A ~Q 0( ~~Az ZIIIQ, ioI-~Qx:UI 0( ~A ~U Il:I-UI o ~Q u o~A :t.f- "N Q iiiIl:~AIl:on.IIIIl: l-ll: :::l 8 Q .J 0( U i;: II.o A Q A Mundorff I don't know,Ma'am.I couldn't answer that question.Do you know what the full amount of the funeral bill is? No.All I know,and I subsequently learJ:irecl it was Emma's husband that decided John and Catherine and I should pay it since we did receive the insurance money. Who decided that? Emma's husband.He admitted tome he was the one that decided that. Did you pay this against your wishes? I objected to it in that I was not consulted,my feelings about it; I was told that I was to do it. You wrote the check? I did when I received my $2500.00. At the request of Emma's husband? No.John was the one tha t told me,but in our meetings,Tony told me he was the one that said it should be done that way. These meetings you had,did they extend up to 1971 that you had with your brothers and sisters? These meetings did not occur---Emma,Ed and I had gone to John in the summer of 1970.It was in May of 1971 that Emm and her husband,Ed and my husband and I got together and talk d about things that we should do about the estate. Your father died in '65? Yes. f.i7 Mundorff 08 Q It wasn't until 1970 you decided to do something? A Yes.John always claimed that he was waiting for Eddie to come home to do something.but we were still waiting for year after Ed·:was·home and nothing was done . reason for delay? We are now getting back to what honorable counsel accused me of as being leading questions. done or who was to buy the property?'Wasn't tha t the real Your Honor.I would obj ec I'm on cross examinaticn. 'We had all requested that John do somethi g. MR.TEMPEST: MR.FERGUSON: Wasn't it a fact that John and all of you were trying to decide what you wanted do to and you couldn't agree upon what to be And he made no effort to contact .1,1S.You had told us when wewere Isn't it true--- two years . I don't believe so. in thl:office in May of 171 that you had not talked or seen John i •Q 0( z0(>..J>-III Z ZIII0.. i0l-t'Az x:III0( ~ ..:u 0: I-III Ci ..J0( U 0 Q:l... :tl-I'N iii lI: III l-ll:00..III lI: l-ll: :l00 ..J« 0i;: II.0 I have the right to do it. MR.FERGUSON:To lead? MR.TEMPEST:Absolutely.That's all the questions I have. Mundorff REDIRECT EXAMINATION BY MR.FERGUSON: 69 Q A Q If your Honor please,if I could just ask one question.Mr. Tempest,in his crCBS examination of you,made pointed remar1 s with respect to Colonial Insurance policy,whether you rememb r it being there on the night of your father IS death.Can you rememt er every insurance policy that you went through that night or the names on those policies? I cannot,not one.I don't even recall finding an insurance polic~. I have no further questions,Your Hm or . THE COURT: MR.FEB.GUSON: The witness is excused. Your Honor,I would just like to ask Ed Ofcharik one question.I promis e it w ill just be one on my part and that will conclude at least my examination. THE COURT:You may. EDWARD OFCHARIK IS CALLED AND DULY SWORN. DIRECT EXAMINATION BY MR.FERGUSON: Q Mr.Ofcharik,lid like you to remember back to John Ofcharik'~ testimony,if you can remember,and if I am correct,I am sur Mr.Tempest will correct me,Mr.Ofcharik stated tha t there was money found the night of your father's death,that he believ s Edward ,Ofc harik'"*..~"'".• it to be more than $50.00,but does not know how much more: 70 • And upon questioning him as to what he did with this money,he ~aid he distributed it to the grandchildren.Upon my asking what grandchildren,he stat ed that he distributed it to Emma's children and to your children.Did,in fact,your children ever receive CROSS EXAMINATION BY MR.TEMPEST: « z«>.J>AenzZIIIQ, i Q 0l-e>z :J:en«~ .:u 0:l-eno .J« !:!o~Q:z:l-I'N A iii0:IIII-0:0D-III0: I-0::J 0u Q.J« uii:...0 e A Q A Q A any money from John Ofcharik,Jr.? No,sir,not to my knOWledge. I have no further questions. Is it possible they did and you don't have knowledge of it? It would have come through me,through the mail.I was overse s, so if it would have come through it would have come through my mail. If he handed it to them personally,isn't it possible they receive~ it? They were overseas. Were the children overseas? Right. Were you there the night they found the money? We all counted the money;it was put in the envelope. • Q A Q A ~Q c(~~AzZIII Q,Qiol-I'Z XUIc( ~ .:u ir AIii c ~Q u c~A :t...... N Q ui II:III~AoQ. III ~Q II:::> 8 A -l« u ~Qo A ·.'Edyv ard:Ofcharik And so John didn't give it to anyone then. To my knowledge,no. Who has the envelope? To my knowledge,it was left back in the desk before we went back to the hos pital. You didn't see it after that? No.sir. DidnIt you state tha t your brother in South Carolina had that package?Didn't you make that statement her.e today in Court a recess? Did I say it? Did you? No.sir. What is your brother's name in South Carolina? Rudolph. Didn't he receive that envelope? No,sir. Did he receive a watch or a ring? No,sir. 71 MR.FERGUSON:This is entirely outside direct.Your Honor.I would object and ask those questions be stricken. MRS.MUNDORFF:If I might interrupt.it Edward Ofcharik was John that said Rudy had it. 72 REDIRECT EXAMINATICN BY MR.FERGUSON: uill:IIIl-ll:oII, IIIll: l-ll: :Jo U Q ..J0( Uj;: lA.o • 0( z0(>..J>-CIlZZIIIII, i0l-e>z :ICIl 0( ~ ~U ll:I-CIle0 ..J0( ~0:J., J:I-"N Q A Q A Q Q A Q A Did you hear John say your brother had the envelope? During recess? Yes . I didn't hear it if he did. I withdraw the question. Who continued to live at the house after your father's death? My brother,John. Was anyone else there during this period? Yes,for a couple months.my sister Mary Jane lived there and when I came home on leave,passing through from one station tc the other,I would reside there mys elf. So except for a period of let's say four months during the period of six years,your brother-enjoyed the sole and exclusiv possession. MR.TEMPEST:I object to that.That's not what the witness testified to. MR.FERGUSON:He said he was there for t,0 months.He said his sister Mary Jane was there for Edward Ofcharik two months. MR.TEMPEST:Everytime he returned from. 73 home from the service he was there . •A Which is approximately 30 days in three years,if that much. 0( z0(MR.TEMPEST:That's a correct statement>oJ>-UIZz then.1&I 0.. i~Cl Q I w ill rephrase this.How much time,from the date of your fathe 'sz J: UI0(~death until the date it was sold did you spend on your father's ...:0a:property,total?I- UI 0 oJ A I'd say not more than four months at the full extent.0( 0 c:>Q Four months is the full extent?... J:l-I'III A That's right. iiia:1&I Q A nd aside from that four months during the period of six yearsI-a:00..1&Ia:or approximately six years,John by himself and later he andI-a::>0 his wife enjoyed the sole and exclusive possession of thatu oJ0( 0ii:property,is tha t correct?II.0 e A That's correct. Q I have no further qu estions. ,-------------,-,,.-------------------------------------- Rdward Ofcharik RECROSS EXAMINATION BY MR.TEMPEST: 74 • Q A Didn't you say Mary Jane was there for a time?She was there too,wasn't she? She lived there after John got married.He and his wife lived ou where she used to live.At that time I believe she lived in the hpuse. That was before John got married,wasn't it? Here again,this is hearsay because I was overseas. For approximately two months,I believe it was.I wasn't here. « z«>.J>-IIIZ~A 0. Z~Q~z ~A«~ MR.FERGUSON:For how long? I was overseas,right. You don't know who lived in the house then;you were overseas ...:Qo . II: Iii ACi .J~U o::l.., :l:I-"('oj EXAMINATION BY THE COURT: iiiII: ~Qo0. IIIII: I-a: ::l8 A .J« o~Ql&.o A You testified,sir,that when you were overseas your children were with you. That's right . When did you go overseas with respect to the time that your father died?How long after that? I was overseas already when my father passed away and I recei ed a phonecall that he was in a coma,to come home,from the Red Cross Emergency.And I spent approximately 14 days at home c t that time. 1_Q And you came home according to that?i----;t------'----------I--- A Q A Q A Q A Q A Q A Q Yes,sir. And you went back overseas and your children were with you. No,sir.They remained over there in Germany.I came back home myself. So that when the cash was counted at your father's death,your children were not there. That's correct. They w ere overs eas . That's correct. And they remained there until you went back overseas. That's correct. So that if distribution was made to any of them,it would have been made through the mails under your name. That is correct. Any other questions of this witness? 75 MR.TEMPEST:That's all.I'd like to recall John to find out what ha ppened to this money that evening. JOHN OFCHARIK,JR.IS RECALLED EXAMINATION BY MR.TEMPEST: Q John,do you recall this amount of cash that was supposed to ha e been found in the house on the evening your father died? •« z«>oJ>-CIlZ Z III Q, i0l-e>·.z :x:CIl«~ ~!:!ll:I-CIl 0 oJ« u 0 :J.., J:l-I'N iii ll:IIIl-ll:0II.IIIll: l-ll: :J0U oJ« ub: ""0 A Q A Q A Q A Q A Q A Q A Q A Q A Q A Jphn Ofcharik 76 As I testified before,I don't know the exact amount. When was it found? The same night that my dad died. Was it put in a package? No,sir. It was not put in a package? No,sir. Where was it put? Like I si'ty again,we all decided it should be given to the grandchildren;that would be Emma Fedorchak's three boys,Edward had three boys,and my brother Rudy in North Carolina had a glirl. And there wasn't that much money involved.Each one got a littl~ share of it. You mean he had received some of the money? Yes,sir. Is that for his children? That same night,yes. Emma received some? Yes. And who else? My brother,Rudy. A nd that was handed to them,not the children? Handed to them,yes,for their children. John Ofcharik 77 Q That's all I have. MR.FERGUSON:All I have to bring out,this is in flat contradict 'on of his previous testimony . •MR.TEMPEST:I think the record will speak for itself. I can well appreciate you probably wonder why I have asked these questions.If I could make it short,and I do mean a shor that I am going to make. concluding argument to the Court,if the Court would so wish; Your Honor,this has been a rather lbng day. You are excused,sir. I would present formal objections in the nature of the argument MR.FERGUSON: oc( z~THE COURT:oJ>-lI)zZIII0. ..:o 0:: l-ll) Ci oJ0( o Ci ::l., :t.. "l\I zol-e>z J:lI) 0(:t expense of presenting formal arguments,written arguments. Barna may also pre sent same if they wish.But we must have all our testimony first.And I don't know whether we are But you may present same if you wish,as Mr.Tempest and Mr. We have no desire to put you to the trouble and~THE COURT: IIII-0::oQ. III0:: I-0::::loU oJ0( uii:...o through with our testimony yet or not.Do we have anything else in the way of testimony? MR.TEMPEST:Is Mr.Ferguson concluded with his tes timony? MR.FErlGUSON:I'm concluded with the testimony,Your Honor. ~.~.-----------------------~--------- 78 The only thing I would still like to seek out,and I think this woul be everybody's interest,who shares in the estate of this matter of the Colonial Insurance Policy.I think we owe a duty to 'everyon~ to check into this matter as best we can to determine if such check was ever paid. on their own,they can feel free to do so.I will cooperate ever is there is no such check.If they want to make an investigatio n burdened with any further investigations as far as policies are Very well.Now are you ready to make your If the Court pleas e,I don't want to overburden the estate.We have made a complete investigation.Our testime ny concerned.It's a fabrication as far as my client is concerned. way possible in doing it.But I don't think the estate should be MR.TEMPEST: THE COURT: • 0( z 0(>oJ>-IIIZZ1&I Q, i0l-e>z :t III0( 3: ·titI-!!!•c oJ 0( U C :l., :tl-I'N that was made by one of the executors of the estate,I will be m re than happy to pursue this .on my own. argument,sir? ltill:1&Il-ll:oQ, 1&I ll: ~MR.F ERGUSO N::loU oJ<uii:ll.o Yes,Your Honor.Concerning the fabrication I see no reason why one of the executors would willingly tell a falsehood. What we would be asking,Your Honor,are essentially these items:Mr.Ofcharik,as Mr.Ofcharik previously stated to this point,which represents over eight years from the date 0 the death of the decedent,no Inheritance Tax has been paid. Mr.Ofcharik testified that he made no effort to pay this amoun , that he made no effort on the prompting of Mr.Tempest.That Mrs .Ofcharik,the decedent's wife,and John Ofcharik were not getting along at that time.He testified that he made no effort to get a check for the Inheritanc e Tax signed by this other co-executor.For this reason,we request that John Ofcharik,•r. be surcharged for any interest that may be due and payable on the amount of the Inheritance Tax. We would alS 0 request that Mr.John Ofcharik, Jr.,as executor for six years or approximately from the date of death of the decedent,until the property was officially sold and money paid out on March 13,1972,I believe,he and his wife or he solely,with the exception as the testimony indicates,of eight months,had the full use and enj10yment of the decedent's real estate.It was also pointed out in previou~ testimony this morning that he was even forced to vacate by Mr Jones I actions.Therefore,we feel that John Ofcharik,Jr.shol Id be surcharged in a reasC?nable amount for the lack of rent that was paid during this six-year period for the use,enjoyment and, possession of this property during this period. We would also request that John Ofcharik, Jr.'s executor's compensation be denied,on the basis that compensation is allowed as the reward of a faitihful executor of the trust confided in him.At no point did John ever,during the 79 six years,from what I can ga ther,did he ever contact a real estate agent or make any overt act in order to sell the real esta e. For this reason,we ask that he be surcharged for valuation of the property as a rental property.And for his mis -managemen and delay in settling this estate,we ask that his commiss ion be denied. Now Mr.Tempest has ably pointed out that 7 years after the original probate of the Will that the people will share in a recovery of $32,500.00.And I quite agree with him that this was a great thing that the property was able to be sold for that amount.But for thos e 7 years,no one had any idea that the property could be sold for that amount.To that extent, it's almost a windfall that the property was ever sold for that amount.This windfall was due to no concrete efforts on Mr. Ofcharik's part to sell the real estate.It was due mainly to Mr.Barna's efforts in setting up a public sale;for I would argue that had it not been for the efforts directed to the public sale,that Mr.Ofcharik would probably still continue to be on that real estate and the estate would still not be settled. I res pectfully urge the Court to cons ider thes e positions,and in its discretion to grant a surcharge on the basis of the rent and the interest on the Inheritance Tax,and also to declare a reasonable value of rent that John Ofcharik 80 should have paid during this time and to deny his commission f(r his laxity and mis -management of the estate during these years.Thank you,You r Honor. 81 THE COURT:Mr.Tempest and Mr.Barna? MR.TEMPEST:I just have a few remarks.I'd like to inform it's Mr.Ferguson that/solely as a result of John Ofcharik's efforts that the property was sold at such a high figure,because he was the only one in the COurt at the time bidding against Mr.Jones And had he not bid against Mr.Jones,the property would have sold at $6500.00 and that was the original pric e tha t had been offered by Mr.Cox,another party in interest.And the only person tha t was bidding there was John Ofcharik and Mr.Jones. So it seemed like he had a direct bearing on the price that the property finally sold for. The other matter that was mentioned here,it is unfortunate that after four and a half years that the parties have a disagreement that it would cause a real serious problem in the family.And I submit that that was the real reason for the delay.I appreciate the efforts of Mr.Barna in his efforts to try to settle the estate.And we were constantly in touch with one or more of the heirs in an effort to try to settle the es tate, but we could never get any two of them to agree on any rna tters. r! • c( z 0(>oJ)- III ZZI&lII. i0I-ClZ :tIII c( ~ ..=u 0:I-IIIe0 oJ ~ U 0 ::l-. :tl-I'N ui0: I&lI- 0:0Q. I&l 0: I-0: ::l0U .J <I; U u::lA-o e 82 And in fact,the checks co uldnIt even be signed because the exec utors were not even getting along. There is a question here on the rents,and that was all agreed by all the heirs,that as long as Mr.Ofcharik was in the property,maintaining the property,in fact had paid all the real estate taxes and kept the property in a good state of repair,I don't think the allegation here of the claim for rent from John is well founded.I think it just shows a little bad faith on the parties involved because they knew why John was there and what he was doing and he did maintain the property ar d had he not mainta ined it,I don't think they'd have got the price at the sale that they did eventually get. And the other matters,we did receive a statement from the Inheritance Tax Department that $12.94 interest was due as of July 24,1908.And that was based on an appraisal of total value of the est~te being $0,825.22.That was the total assets.The real estate being appraised by the Inheritance Tax Department in the amount of $5,000.Eventual ty, when the property was sold for $33,250.00,we got another appraisal and that appraisal by the Inheritance Tax Department based on the sale price was made and delivered to our office, and that was delivered on July 27,172.We were to pay that Inheritance Tax at the time of the audit,and only at the time of of Mr.Ferguson and his clients.And we would have had it paid Taxes.And this additional delay in the payment is the makings r • the audit were we aware that claims were being presented,anc that's why it was continued and that's why the Inheritance Tax has not been paid as of this time. And on our acc ount,we res pectfully request to the audit clerk to determine the amount of the Inheritance' c( z c( ~>-1IIZ Z \&I Q, z That's all I have,Your Honor.ot-e>z :I~THE COURT:Mr.Barna?:= 83 not burden the Court with any closing arguments. objections made against Mary Ofcharik,the co-executor,I will to nnke;first of all,I have to disagree with Mr.Tempest. Juhn was bidding for himself.I believe Mr.Cox was in on The morning of the Court hear~ng in September,I dori':t believe ~u it t-MR.BARNA:1II c oJc( U C:l-. :tl-I'N !Ii~MRS.MUNDORFF: t-ItoQ, \&I It t-It :loU oJ« u "-ll.o Your Honor,since there haven't been any Your Honor,I have a few statements I'd like that bidding,and not five minutes after we left this Courtroom, John was asking Mr.Tempest for money from the estate to liVE on.So I don't think he could have---- MR.TEMPEST:This is all untrue,Your Honor.I don!t under- stand what youIre doing.This is untrue.John has never asked ------------::,--------------------------------------------;--r 84 me to borrow money and I have never loaned any money,and no one has ever asked me for qny money in this estate or any other estate. over $1200.00.Also,because Mr.Tempest and John did not do their job,and we had to go through the expense of hiring would get some too. rest of the heirs would get some too,and I wrote to the other Partial payment could be made. John received his;nobody e.lse has.My other At the time you said if he received some,the requesting.Originally,he had requested $250.00 fee.Now it'E I reques t the Court to deny Mr.Tempest the amount that he is Barna and Mr.Ferguson would not be here today.Therefore, people telling them by Christmas we should have some of the Mr.Ferguson,I would like to petition this Court that Mr. objection is,if Mr.Tempest and John had done the estate,Mr. money.And you agreed with John,if he got some of his,we MRS.MUNDORFF: MR.TEMPEST: MRS.MUNDORFF:•«z«>oJ>-lI)z ZIII0. i0I-~Z I:lI)«:l: ..=0 0:l-ll)•0 oJ« 0 c ::J., XI- "N ui0:IIII-0:00.IIIII: I-0: ::J0U oJ< 0ii:II.0 Ferguson's fees come out of this esta te instead of out of just ou pockets. THE COURT:The es tates don't pay the attorneys.Their fees are paid by the parties.So that if the attorneys require more payment,the litigants will have to pay the extra portion. r 85 MRS.MUNDORFF:My argument is if Mr.Tempes t had done his job,there wo uld be no need for Mr.Barna or Mr.Fe rgus on. THE COURT:Attorney's fees cannot be paid from the estate,except Jones'matter or not? I think now that all the bloodl-etttilrig:is over,I think the Court for us to make a decis ion.We will require no further estate is distributed in the very near future.At this point, (Proceedings Closed) I think we have sufficient evidence produced in Your Honor,could I just ask one question? The case is closed.hearing. can we furnish anyone with additional information so that this main purpose of all the parties concerned is to see that the may be done?Will you require any further hearing on the by themselves. those who represent the fiducaries.The others have to be paid THE COURT: MR.FERGUSON: • 0( z0(>oJ>-IIIZZ1&1 Do i 0 l-e>z :z:III 0( ~ r:u ll:I-IIIe0 oJ0( U 0:J"':t..l"-N uill: 1&1 l-ll:0Do IIJ II: l-ll: :J0U oJ0( uii:Il. 0 e l • c( z 0(>oJ~IIIZ ZIIIa. i 0~tlIZ I:III 0( ~ .:uit I'~IIIe0,oJ I 0( u 0 I :>., I! :tl-I'-N Stenographer's Certificate I rereby certify that the proceedings and evidence are containec fully and accurately in the notes taken by me on the hearing of the above cause,and that this copy is a correct transcript of the same. Certificate of Hearing Judge The foregoing record of the proceedings upon the hearing of above cause is hereby approved and directed to be filed. By the Court, g:~~t~~_c, Specially Presiding ---------------------- v. JUDGES'CHAMBERS COURT OF COMMON PLEAS OF WASHINGTON COUNTY TWENTY-SEVENTH JUDICIAL DISTRICT OF PENNSYLVANIA j P.Viae••Ma~lQO lI~~~'"XimxxXX JUDCI& WASHINGTON,PA. ....2 Dec.......S,1911 Paul 'N.Bana,Jr.,EtCI'd" 1th.McK...A..... Doaotl.Perm'riftala 1$03.,. III ae:E.tatlt 01 Joho M.otcbaJ'ik,Sr•• nece••ed. No.109201 1911 The Cout'"HU,t<>make cU.trlbutloll of tbl.matter. Tho••lDtl....te4 40ul4 Abmlt tlMi&'14ea.01 ....(aft4 'bntd'.:u the,.wi.h)In.tea (10)daye. V.7J",,1 '1OUI", .¥ep QJ~Pl~~ P.Vlae.llt ManDo,Judi- PVM/tlw cc:Patrick Rega"Esquire James M.Ferguson,ill,Esquire Clyde Tempest,Esquire .. IN THE COURT OF C0M110N PLEAS OF ltlASHINGTON COUNTY,PENNSYLVANlr- ORPHANS·COURT DIVISION m BE: ESTATE OF 'JOHN ~.'OFCHARIK,SR., Deceased. ) ) ) ) ~) No.1092 of 1971 BEFORE: APP .l:!:ARANCEs : TIME: HEARING ON MATTER OF CLAIM THE HONORABL.&:P.VINCENT MARINO,Special ~y Presiding. PATRICK REGA,~SQ.of Charleroi Pa., representing GriffIth Jones,Claimant. JAMES M.FERGUSON,iIII,Esq.,of the firm Tucker,Arensberg &Ferguson, Pittsburgh,Pennsylvania,representing four heirs or the estate • .PAUL BARN~,JR.,ESQ.,01'Donora,Penna. represent~g Mary Ofcharik,co-executor. CLYDE TEMPEST .ESQ.,of Monongahela, Pa.,repre.senting John Ofcharik,Jr., co-executor. Wednesday,May 23,1973,at 10:30 A.M. JACQUELINE HAMMOND Official Court Reporter l.'. ,"'.'" ..,-'.INDE'X'TO .WITHIN TRANSCRIPT WITNESS Direct Cross 'Redirect 'Recross GRIFFITH JONES '(R~ca11ed)31 _.t "., ~',~O~OFCHARIK,JR.4? z0('.,>'..J>-UI, 'ZZ 'III.D..i ", o'l-,(!)z,.:r UI0(~ e., ..,: U Il:l-UI . Q. .J.0( §a::l... :z:I::1\1 uiItIIIl-ll:o.~. lI: l-ll: ::loU .JCUii:II.o GRIFFITH JONES .. 10 .. 35 .. 36 E X HI B,I T S " Nine photographs taken by Griff1th Jone s• Letter to Hr.Clyde 'G.Tempest,Esq.,from Griffith J.•A - =!:zcl:>...I>-(J)zZIIID..Bi - 0I-'C' Z .X(J)«~' ..=u·it!I-(J) C ...I«U c :J'., :I:l-t-N aia:IIII-a:0D..III II: I-a::J0U ...Icl:UiLI&.0 e Jones." THE 'COURT:We are ready for the Ofcha~ik estate. Who is the moving party'? MR.FERGUSON:I would gue ss I am,Your Honor.I with Judge Curran,I entered my appearance at that time represent four of the heirs of the estate.And our prime purpose this morning,I believe,is to get severa issues or disputes resolved and hopefully,seek it rapidly. case,Your Honor,is a claim of a Mr.Griffith Jones, who purchased real estate owned by the estate back in 1971;I believe the sale was confirmed December 13, 1971.If Your Honor wishes,perhaps we should deal with that claim first. the Order was signed.One of the disputes in this Is your appearance entered? Yes,sir. Well,let's take them as they come. We have no objection to listening to You have more than one claim? James Ferguson,Your Honor. Is your appearance entered in the case? Ye s,Your Honor.When I initially talkec THE COURT: MR.FKKGUSON: THE COURT: MR.TEMPEST: THE COURT: MR.FE RGUSON : THE COURT: MR.FERGUSON: ~z0(>...I>-UlZZIIIII. i0I-eIZ il/l0( ~ .:u itI-!!! 0e...I0( § 0::l., rI-"N viII:IIII-a:0II. IIIa: I-0: ::l0U ...I0( U ii:...0 tie claim of Mr.Jones first.We have no objection to that,as to the real estate. MR.REGA:May it please the Court,I am Patrick Rega from Attorney Melvin Bassi's firm,and we represen~ Mr.Griffith Jones,and at this time would like to ente~ a claim that he has against the Ofcharik estate with respect to the property that he purchased,as was just referred to by Mr.Ferguson by pUbli~auction or sale, December 11,1971 and confirmed by Court December 13, 5 1971. TIlli COURT:Is that the same claim that is referred 0 by Mr.Ferguson? MR.IlliGA: THt!;COUHT: MR.REGA: Yes. well,do you want to prove this claim no'? No.We would like to request from the Court the opportunity to make a formal claim prior to having a date set for a hearing,for the purpose of resolving this claim. MR.T~MPEST:If the Court please,we have been delayec quite a considerable length of time.This was audited, I think,at least two or three terms ago in September of '72.This hearing here has been postponed one time. NOW it seems to me that since September of '72,if they have any kind of a claim for real estate or person~l property or any kind of surcharges which I have heard, that should have been in.Those should have been filed. The estate hasn't been distributed.There is nothing that has been done here because of these aIle ged claims And I would like to have the Court set a specific time. In fact,the time was set.And we should be here now 6 taking testimony.If they have a claim,it should have been presented • MR.REGA:Your Honor,if I could explain a little further,Mr.Griffith Jones has taken some action to preserve his claim also.It was not in a form of a forme 1 notice,but in May of 1972 he did write a letter to Mr.Tempest,informing him of certain deficiencies in the property that he purchased at pUblic sale and at that time requested that they be corrected or that he be able to make his claim. MR.TEMPEST:I don't know what the attorney is referr Lng to,but I am not holding up any claim;I have not discus ed this matter with Mr.Jones.If he has a claim,he shoull file it. MR.BARNA: MR.TEMPEST: This is what he referred to. We had an audit since this date.This was May,1972.They have had an audit since that date. This is '72 • THE COUrtT: today. MR.TEMPEST: '72 or t73?That is exactly a year from That's when he sent a 'letter to me.The only thing I informed him was go ahead and file his claim,and a hearing was set at the last audit---not the last audit,but the audit in September. MR.REGA:I'm not advised that Mr.Jones received 7 notice of the audit. MR.TKMPEST:The audit was published.Everyone has received notice of the audit.It was clearly published and notice given to all parties,and he,in fact,I bel eve~ he was present,is that correct,at the audit? MR.FERGUSON: MR.TEMPEST: Yes. He was present at the audit when they hac it in '72,so he had knowledge of the audit.He had knowledge or this hearing. MR.FERGUSON:Your Honor"if I may,when I originally talked to JUdge Curran concerning setting up a hearing, which he had provided for verb~lly during the audit in September of 1972,it was his intention at this poin~ that this hearing would dispose of all matters;that testimony would be ~ken at this hearing to settle all claims against the estate,so that the estate could ultimately be distributed. THE COURT: MR.FERGUSON: Are you prepared to do that? I am,Your Honor.But it appears that Mr.Rega is not.I would prefer to take testimony at this time to try and resolve Mr.Jones'claim one way or another without having the estate be further postpon d in its distribution. THE COURT:Whom do you represent,Mr.Ferguson? MR.FERGUSON:I represent four heirs of'the estate,YOllr Honor. testimony regarding Mr.Jones'claim,I would present instead of before,so we could give a chance to all that I have from Judge Curran.That is why it was post- poned and that is why we placed it after today's audits I would present,after Now is there more than the claim Yes,Your Honor. That is my understanding from the notes Your Honor,Mr.Tempest and I each repre ent of Mr.Jones here? witnesses to testify. of by the Court • unrest,and that's why we are here today,as I understa d it,to take testimony and to get all the claims disposel , one of the executors of the estate,and I guess Mr.Regl , for Mr.Bassi,represents Mr.Jones.Mr.Rega represen s Mr.Jones.Now at the audit with JUdge Curran,we told him of all these claims that have been filed and of the MR.BARNA: ~z«>.J>-UlZ:zIIIII. ie~z :tIII 0( ~ .,;uii:I-!!!~THE COURT:«u c:J~ %~N Iia:IIII-a:oLIIIa: I-a::JoU .J~u MR.FERGUSON:~o Ie other claims on behalr or the people tnat I represent, or at least to get some questions that seem to be in dispute cleared up. THE COURT:Can that be done without Mr.Jones giving his testimony and claim first? ----------- 9 He's right here. MR.TEMPEST:We have no objection to anyone presentinl testimony at this time,but we would like to dispose of the estate and everyone is here,all the parties are hel e• Your Honor,and matters that solely deal with the family,and this is why we thought that perhaps Mr.Jon~s' claim ought to be dispensed with,again in your sole discretion first,because he is here in Court this morn ng, Your Honor,and so is the executor,both executors,and I see no reason why we couldn't take testimony on Mr. Jones'claim. ~z c(>~UIZZIIIQ, i 0I- ClZ :z:UI c( ~ ..:u ll:I-UI 0eoJc( Q c ;:).. :I:~"N aiII:IIIl-ll:0Q, IIIll: l-ll:;:) 0U oJ0( i3 ii:II.0 MR.FERGU::>ON: THE COURT: MR.RI!:GA: THE COURT: MR.IlliGA: time? THE COURT: Well,it might involve numerous,things, Is Mr.Jone s pre sent in Court? Yes,he is. I think he should proceed with hi~claim Your Honor,could I request five minutes Yes.Do yau".want to talk the matter over witn Mr.Jones? MR.REGA: THE COURT: Yes. We Will recess for five minutes. R E C E S S Jones 10 THE COURT:The Court is ready to proceed. GRIFFIT.H JONES IS CALlliD AND DULY SWORN. DIRECT EXAMINATION BY MR.REGA: Mr.:1on.€s"';it·,state your full name for the Court,pleas'. Griffith J.Jones. Mr~.Jones,where do ~u reside? presently,~65 Trenton Road,Fairless Hills,Pa. Mr.Jones,would you please tell the Court of the cir- cumstances that led you to purchase the property from "the Ofcharik estate? I was invited by one of the executors,John M.Ofcharik Jr.to bid on this estate.And I asked at that time if he had any interest in this property,and he said not, that it was open to public sale and he wished that I W011ld exercise my interest if I had any. Did you exercise that invitation to bid on the property~ Indeed I did.And at the time of the public sale the bi~ was awarded to me,and we were later confirmed in Court. Do'.You remember the specific date s at which time you were awarded the property by Order of the Court? A The date of the pUblic sale was December 11,1971. A Q A Q Q .,: U II:I-III Q ..Ic( Q Q ::l., %.."l'4 tria:IIIl-II:oQ. III II: l-II: ::loU ..Ic( U"iLII.o .« z c(>~AIII Z ZIIIQ. ·e The Court confirmation was the following Monday, December 13,1971. Q Do you recall the purchase price of the property? Jones A The price established at pUblic sale was $15,100.00. And the price thereafter at confirmation arrived at $33,250.00. At the conclusion of the sale,at which time you purchased the property,did you take possession of the property? A I did not. Q Why didn't you take possession? A I did not complete payment ot"the property at the time of purchase.The Court awarded a period of time to come up with the additional monies.We placed ten percent of the purchase price down at that time,and in mid March of 172,the additional monies were availab e to the estate. Q Who was in posse ssion of this property during that period of time? A John l-f.Ofcharik,Jr. Q The person whiCh you designated as co-executor.. A Yes. Q At any time during this period,did you request that he remove himself from possession? A Not during that period of time.After the lending institution distributed the monies to the estate,I did request that he remove himself from the property. Q Did he do so? A He did not.He informed me that he had a period of timE 11 Jones 12 iil.which he was allowed to stay.It was my understandir g from Mr.Tempest and Mr.Barna that at the time a propelty is sold through Orphans'Court,immediate possession is granted.This did not take place. Q But you requested that Mr.Ofcharik,who was then in possession,to remove himself. I did. Did you take any other action in the way of receiving compensation for the possession? Yes.We presented Mr.Ofcharik with a letter to the effect that we requested that he depart the premises or pay rent in the amount of $175.00 a month. Did he pay that rent? He did not.Shortly thereafter,he left the premises. Mr.Jones,let's go back to the time of the sale for a moment.Did you i~spect the premises and if so,woUld you describe them roughly for us prior to the time you entered into the purchase of the property? Yes.The morning of the pUblic sale at the property, I was invited into Mr.Ofcharik's home and spent a period of time there.And everything appeared to be in order at that point in time. Q Could you elaborate some for us when you say in order, Q Q A A ~A c(>oJ~Qz Z IIIDo iol-I' Z X UIc(~ uiII::IIIl-ll:oDoIII1I: l-ll::J8 A oJc( § ILILo was the house at least functional as to plumbing,suppopt and structures? A Yes,the house was there as you .would care to reside in a house with the plumbing intact and other items that Jones 13 We have a copy and have I didn't hear that. no objection to that being presented. MR.TEMPEST: I have a copy 01·that letter. MR.TEMP!!:ST: I wish to enter in 'this claim were,in fact,intact. Q When did you finally gain possession of the property? A In May of 1972. Q At that time,did you enter and inspect the property? A We did,and found several things deficient,at which point we presented Mr.Tempest witn the letter that the: referred to. Mr~.Jones,did you at any time to date,receive,satisf~ction in any form as a re suIt of the claim that you made? No. Would you describe to the Court exactly why you are herE and wha t the nature and extent of that claim is?In other words,what relief you would like granted? The property as we found it after it was turned over to us had no water pump as it had previous.The water softener had been removed;some portion of the plumbing 4 the garbage disposal was absent.Mirrors had been removed from the bathroom walls.Steel support posts aId jack columns had been removed in the cellar and woo,den posts put in their place.A stove hood in the kitchen was absent.That is basically all I can rememtler verbatim.But the rest 1s in the letter. Q Was there any agreement between yourself and Mr. ze~z i II<~ ~Qll:t D ..I<~Aa:l"l~Q...til aiII:IIIt-ll:oa.. III~AII::loU..<Uii:...o ~z.<>..I>til~Qa.. Jones Ofcharik as co-executor at the time of the sale 'that provided for the removal of these items? A No,none whatsoever.There was no agreement or sale. This,as I said,was a sale by the Orphans'Court,and we had no agreement 01'sale,per see Your Honor,I have to substantiate Mr.Jones'claim an estimate that he had conducted by a contractor that would evidence the sum 01'money needed to repair the premises to a suitable condition as they were at the time he entered into the contract or the sale of this land.And I would like to present that to the Court for its examination. If the Court please, we'd object to any claim or any letter he has from a contractor unless it can be established unless the contractor 1s here to verify his es ..!mate And also,that the items that are to be repair~d were items that were apparently destroyed by the executor.And also testimony of what the property was like at the time that John Of char k, Sr.passed away to show there was a need for repairs that are claimed by this statement. We object to that unless it can be substantiat d. TIlli COUHT:The objection is susta1J~ed at this time.We feel that your testimony isn'~ sufficient as yet to permit this estimate. Jones MR.m:GA:Am I to understand then~ 15 Your Honor,we will have the opportunity to complete our testimony?I,have no one in Court this morning that can do that,and I would therefore like to request the opportunitlr to permit that. THE COURT:-We will not pass on thaf- request at the present time.vie will see what your te stimony adduce sat the end of your period then we will make a ruling. Q Mr:.Jones,tell the Court what you feel to be the deficiency in this property,Why you feel it to be so, and an estimate of the amount of money that ~u would need to correct it. A As I have stated before,when we took possession, there was no water pump on the property.Thus,you have no water pressure,per see Q Was there a water pump at the time you inspected the lan~ for the sale? A Yes.And there was a water softener there at the time. And I can substantiate that further by testimony of the gentleman that was there to appraise the muse f or me.He made note 01'the water softener,etc.The wa ter softener,in being unhooked from the muse, renders the kitchen sink inoperable.That 1s to say the Jones 16 plumbing is such that the water flows from its source through the softener to the kitchen sink,at which point no water can pass because this portion has been disconnected.There is a garbage disposal;there was, I should say,which is no longer there.And if you woul< run water in the sink,it would just run out on the flo )r. There is no plumbing on the sink at all on the left sid ~. Q You are certain that these items were attached or fixed to the house? A Yes.And I think that the fact that the people were living in the house would substantiate 'to some extent they had to have drinking water. Q I want to know what you recall at the time that you examined the house at the time of sale. A It was there.The water softener,the pump and the kitchen drainage,etc. Q Would you describe other items possibly,support beams, fixtures in the bathroom? A In the cellar there were steel jack columns.Some people refer to them as lolly columns with a leveling screw on top.These were since replaced with four by fours.The detached garage had a beam removed from it.This is a steel beam,I presume,20,25 feet long and about 6 inches high.The mirrors were removed from the bathroom.These are two large mirrors,I would guess a foot and a half to two feet wide.and four and Jones 17 a half feet long.One attached to the door ",ith wooden screws,which were removed;the other attached to the back wall in the same manner.The shelves in the bathroom were removed in the medicine cabinet and above the sink.There was a towel bar removed. Is there anytliing else ~u can recall? There was an electrical box in the cellar that had been removed and is yet to be evidenced by the fact that the wires are just dangling from the ceiling,taped up in what would be termined an unfasnionable condition by apy approving agency. I understand that you feel or do you feel that these fixtures are essential to the functioning of this house for the purpose it was intended? Indeed I 'do.A·.house without water is almost 1rnpossib e to live in,to the best of my knowledge at least in the se times • In addition to these fixtures Which you have itemized for us,is there any other claim that you feel you are entitled to? In my mind,this house is rendered unusable,and my purpose in purchasing it was as a rental property. And Whatever period of time is feasible to reinstate those things into the'~ouse,I feel I am due just rent ror. Q What do you feel essentially then you are entitled to? A ~A~..I>-IIIZ ZIIIa. io~I'ZiUl~ Q t Q ~Ul Q ..ICU i5::l~At:-O! iiiII:~II:oL III~QII:::loU ..ICUii:II.o A As a lump sum? Q Yes.\Vhat would make you whole again? Jones Ib A From the estimate which you hold in your hand,the rental figure,summed together,we are looking somewhele in the neighborhood of $4500.00. Tha t's all I have,Your Honor.One other thing I do ha~e, if there are no objections.It's a series of photograpts taken by Hr.Jones at the premises to substantiate the claim t hat is made.You might care to look at thc>s~. J.1R.lliMPE tiT:If the Court please,I guess if the witness would explain the pictures, it's hard for us to determine what they are, I guess if they could be identified tnere would be no objection to their admission. They'd have to be identified.If the Court please,in the interest of time,we would have no objection to their admission for whatever purpose they may serve. TRJ;!;COURT:I think the group of pictures may be marked and just ask the witness generally what they identify.' Mr.Jones,would you explain the circumstances of your taking those photographs arid just essentially what they describe? A I realized no one could go there and see,so I thought the be st thing I could do would be to show the Court in my own manner of photography what is mis sing.The Jones 19 first two pictures show the plumbing just ends and no water softener or way to transmitvthe water from its source like I said to the kitchen sink.This picture shows a large mirror missing and the screw holes in the wall.The fourth picture is another large mirror missiI g from the bathroom door and the damage done to the door. The picture I am now looking at shows a portion of the counter top that was removed and the hinges it was affi ed to and the rod to support it. THE COURT:Is that in the kitchen? Ye s.The picture before me now is the area in the kitchen where the hood was and the hole that it was vented through is obvious;but you have to look quite closely to ~ee where the hood itself was attached in thl photograph.This picture shows the opening in the sink. It's not overly clear but nevertheless it shows there is nothing there but the hole.This picture is the under portion of the sink that shows only half of the trap and a bare wire laying loose on the floor of the sink area,and like I say,no drainage provision made for the left sink at all,which is where the garbage disposal was. The last picture I,am looking at doesn't show what I wanted to show.There is an indentation , in the truss that is envisioned here that shows where the steel support was and you can see the four by four Jones 20 that's been put in its stead beside it.The indentatlo~ in the wood and the floor can be seen clearly by the naked eye,but I "ras not able to encaption it in a photograph. Q Are there other items in controversy that you did not photograph? A Yes.I tried witn not much success two or three rolls of film to get what I do have.As I said,I am not a photographer. Q I have no further questions. CROsS EXAMINATION BY MR.TEMP~ST: Q Mr.Jones,at the time you bid this property and purchased the property,what was your understanding as far as personal property was concerned in the house? A There was no mention made of personal property.In my mind I was buying real e state and all that was attac ~ed to it. Q And that would be fixtures,items attached to the real estate that if removed would cause damage to the real estate.Is that What you purchased or do you know? A There was no statement made to that effect,but that would be the und.erstanding I would have. Q And you were not buying personal property as such, Jones 21 If you put a screw back in a screw hole,is there any damage? \ihen the screws were taken out the wooden door was damaged. If the damage were repaired,would you have a claim?. On the door,per se? Yes. were replaced in operating order and suitable fashion. You made a claim here for posts l:in the basement:If they were replaced there would be no claim for those, is that correct? As long as all of them were replaced and they were operable. 'How about the mirrors,if they are replaced? The damage to the doors is going to have to be replaced and the wall. Q A Q removable items,is that correct? A Like I said,there ,was no statement'made to ,that effect Q Now,Mr.Jones,if there were any items removed,in your opinion,if they were replaced,would you have any objection now or any claim for money damages for those items? Not other than the loss of rental.As long as the items~A c(>.J>-UI Z Z~Q iol-e>z :z: UI c( ~ ~A2II:I-UI o .Jc(!!Qo:l~A~C'l aia:IIII-~Q IIIII: l-ll::l8 A .Jc( U,iL II.o • A Q No. What about the replacing of any shelves that may have' been taken in the bathroom and kitchen?They could be replaced without any damage,is that correct? .' Jones A I'm not a.contractor or professional builder,but I can envision no damage that would be withstanding ir they were replaced. Q These shelves in the medicine cabinet,they were removable shelves;nothing had to be unscrewed or nothing had to be done to get the shelves out.Is that correct? A I'm not knowledgeable about the construction of medicinE cabinets.There are no shelves in it. Q Isn't it true that you were familiar with the 220 electrical entrance that was in that home and that it John,Jr.,the executor,had placed/in there to do some welding.It was a separate entrance;is that correct? Do you have knowledge of that? A Might I ask at tnis point,before answering your question,was I purchasing the property as I saw it the day of the sale,or as it was the date of the decedent'; death? Q Well,the Court can make a determination.But it would be my opinion that the property as you viewed it on the day of the sale,would be what you were purchasing, less any items that belonged to the executor or other persons,and a removal wouldn't cause any damage to the property.That would be my opinion,but the Court has to make that determination as to whether or not there are fixtures or not. A In answer to your question,these items were there that 22 Jones 23 removed. The entire house has 220 stove fixture and lights and all that is in order,is that correct? I know of no 220 stove outlet. Well,am I correct in saying that all the electric wiring going to each of the rooms and all the outlets has not been disturbed? In my mind,the word "all"is a little too inclusive. The portion in question does not operate.The lighting fixture s in the rooms do operate. And what you are saying,there was a 220 outlet that was day and that's what I agreed to purcha$e. Q You answer--the question,was this 220 entrance something that John had placed:in:there? A I have no knowledge of his presenting it. Q Isn't it true then--··I don't want to leave the impressil n here with the Court that the wiring was removed··--there is an entrance to the house and the ele,ctric system is in order,the electric wiring and fuse box and everything is in order,is that correct? Portions of it are operable,that is correct. ~z<>oJ>-Ul Z Z IIIII. ze At' Z ~Q ~ ~ua:~A Q ..J§Q Q :l., >:I::C\I iiiIl:III~AoLIIIIl: t-Il::loU ..J<U Qii:ILo A From the cellarr area,yes. Q Do you have any idea what it would cost to put the 220 outlet in again? A I have no knowledge of that,other than estimates that we wish to present to the Court. Q Are you saying then you did not itemize each of the ite~s Jones 24 toot you are claim~g here today? A We did itemize those in the estimate. conditioner,the water would go to the kitchen? It does not at this time. Isn't that because there i~a defective value and not because of the water conditioner being removed? All I can tell you,sir,is that if you turn the water on,it runs in the cellar floor.It does not go to the sink.And in turning the value off,all that does is stDP the water from running on the cellar floor.It goes no '\omere else. Isn't it true that that water conditioner was bypassed, there is a bypass pipe around there? A It's installation I didn't view in its entirety.I Q A A Q Q As far as the water softener was concerned,do you know who bought and paid for that? A I do not. Q And do you know that-~-str.ike ~that.The removal of tha~ ~water softener,did that caUse any damage to the house? ~~A It rendered the kitchen sink inoperable. fllz~Q Isn't it true that that ,,,ater softener was placed in i~and the pipes were bypassed and by loosening one value zx~and tightening another,you could bypass .that water ~ .,:uii:l-UI Q ,.I<§ o ;)., J:I:.lit aia:IIII-a:oL IIIa: I-a: ;)ou ,.I<Uii:II.o didn't inspect the plumbing as to bypasses,valve~,-etc. All I stated was it was there and functioning. Q Is it my understanding then that if these items are replaced,the mirror,the shelves,if all these are Jones replaced,then you have no claim for these items? That you'd like to have them returned as far as the items are concerned. A Not only returned,but installed in such a manner that they aren't damaged or there i~no visible damage.to 2j the property. Q That is your claim then.In order to avoid any mis- understanding here,we are not only talking aoout the things you have testified to here,but you are testifyir g as to other items that are in your letter.Is that correct? A I misunderstood your question. Q You have testified to certain items that are missing. But there are other items in your letter that you have not testified to. MR.REGA: evidence already. He placed that into Q.Overhead door in the small garage'missing.Isn1t it true that that was not there at the time 01'sale? A To the best of my lmowledge it was.That's the best I can tell you. Q Did you see it there? A I was in the area.In my mind there was a garage door there. Q Please answer the question. A Yes. • 0( z0(>~>UlZZ1&1Do i0l-e!Z X Ul<3: ..:u itI-UI•C .J< U C:J., :tI-,... 1\I !Iill:1&1l-ll:0DoW ll: l-ll: :J0U ~ 0( U Ii.Ii.0 Jones Q What about the down pipe on the house? A They were there. Q They were there when? A The date of the sale . Q you have here a commode was disconnected.Does that mean the commode was removed or what? A It's there,not functional.Itls been removed from its mounting. Q What's that mean though?Does a pipe have to be connected? What is the problem there? A The plumbing appears to be in the floor and the commode lays 20 feet across the floor from it. Q Was that connected on the day of the sale? A To the best of my knowledge. Q I was there at the date of the sale,is that correct? A you were.You arrived late. Q Did anybody go into the basement of the house? A We did. Q Did you? A Yes. Q Who was with yo u that day w hen you went into the basement? A Carl E.Jones. Q Is that before or after the sale? A Prior. Q Before I arrived. 26 Jones 27 Q A Q A•Q c( z A c(>.J>-QUlzZIIIII. i A 0I-elZ Q:J: Ul«~ ..:u lI:AI-!!! 0 .J Q« u 0 ::l A.., J:.. "N uilI:IIIl-ll: 0II.IIIlI:Ql-ll:::l 0U .J 0( uii:II.0 A Q Before Mr.Barna arrived. Yes. The work bench,where was that located? In the garage . A nd how was that,this bench attached? To the wall. By what means? Nails and screws. And there are some channels.Were they attached to any part of the real estate? Yes. What type of channels were these? They are what is termed \le"channels'laid in an inverted patterln with the flange unused in what would be termed the grease rack a drive-on item to avert cars from driving off the ramp. As I understand it then,if these item s were replaced and the items mentioned in your letter,if they are r eplac ed,you will have no claim for money damages for these items.Is that corrE ct? As long as those items are replaced intact with no damage to thl: real estate,I will have no claim for the items,per se. Does anybody else have any questions?That's all we have, Your Honor,of this witness. THE COURT:You are excused,sir. 28 MR.TEMPEST:If the Court please,one question here.Does the witness have any objection of Mr.John M.Ofcharik enterinl the premises to replace thes e items?There has been some problem there.I'd like to get that straightened out now . it will be done.I understand he lives in Fairless Hills.As convenience,and that the work be done to his satisfaction. long as he makes the time for us to enter the property to do workmen going on the premises to do this work? Your Honor,we would have no objection to that As long as he's available in that oO-day period, I'd like to ask something.Mr.Jones would At a time convenient to the parties.Are there 00 days. Is there any objection to Mr.John Ofcharik,Jr.or any of his as long as it would be on the condition that it be at Mr.Jones I any other witnesses? 1ike this work completed within a reasonable time,not to excee ~ MR.REGA: MR.REGA: MR.TEMPEST: MR.TEMPEST: •«z«>..J>-I/)z ZIIIDo i0l-e>z I: I/) 0( ~ ..=~ll: l-I/)e 0 -'0( u 0 ::l., :t..r-III iiill:IIIl-ll:0DoIIIa: l-ll: ::l0U -'0( uii:...0 e this work,we will have it done in 00 days. MR.FERGUSON:Your Honor,if I may,I think we should also have on the record that Mr.Ofcharik---and I believe you have agreed tbjhis~:Mr.Tempest---there would be no charges to th 29 estate for Mr.Ofcharik repairing or placing back the items that have been issued here this morning;that he would be doing this on his own and free of charge,so that no charges would be assessed by him against the estate for this work.Is that a fair statement? would be material to this particular phase of the testimony. call Mr.John Ofcharik.If they have any other witnesses to to have someone explain to me what disposition or if they are The pr ior witness has already given his idea of We have no further witnesses.I would like We w ill hear another witness,whomever couns 1:>1 That is a fair statement,but I'd also like to the rental value. on the property. prepared to add to the agreement the question of the rental valu I:> testify as to what items he has and he could replace---some of these items were missing for years.and can't be replaced,so that THE COURT: MR.REGA: desires to call. THE COURT: MR.TEMPEST: • 0( z 0(>oJ )-IIIZZIII0. i0....e) Z :I:UI0( ~ r:0 ll:....UIe0 oJ0( 0 0:J., :tl-I'-N !Iill: I III....ll:0lLIIIll:....ll: :J00 oJ0( 0u.u. 0 e MR.REGA:Mr.Tempest was inqu iring of us what would s tiSfy our claim,and we have agreed the satisfactory replacement of the items would dispose of that portion of it.But I wondered r-------------::------------------------------------ 3.0 if he wanted to s peak on the matter of the rental value. THE COURT:I will leave that up to counsel. knowledge of any rent due Mr.Jones.•MR.TEMPEST:As far as the es tate is cone erned,we have no <z ~THE COURT:The Court simply says that if there is rent due,.J~UIZ~the witness has already given his idea of what the rent should bE . Q, 'i.o... ClZ J: UI<3 Now if counsel wishes to elaborate on that with another witness, he may do so. .:u II:MR.TEMPEST:If the Court please,we are not clear as to wha...UI o ~he is claiming for rent.I didn't know there was any testimony uo~as to rent at this point.He's saying--- :t~r-III been unrentable because of the lack of these various items. And I don't know how long a period has elapsed there that the property has been unrentable.But he has given a figure that the witness has explained that he feels that the property has I don It know that the Court is clear either,butlfiTHECOURT:II: l&l...II:oQ. l&lII:...II::JoU .J< U l&.l&.o he feels the property should bring per month.That's all we have in evidence so far. MR.REGA:If the Court please,I will recall Mr.Jones to elaborate on that briefly. THE COURT: so. Jones You may,if you wish to recall him,you may dl You have already been sworn,sir.You may take the s tap.d. ~] GRIFFITH JONES IS RECALLED TO THE STAND. DIRECT EXAMINATION BY MR.REGA: Q Mr.Jones,in your earlier testimony you made reference to the fact that by virtue of the fact that certain fixtures had been removed from the house,that it was unusable for your purposE S, and that specifically,your purpose was to rent the property. Would you please describe for the Court what you feel to be adequate compensation for this period of time,whatever time that m ght be? hearsay.If he has a real estate man,if you want Yes.The real estate agency with which I concurred to try to rent !IiII: ~AII:oII.111II: l-ll:::JoU .J« u ii:...o this property--- MR.TEMPEST:I object to this.This is to put a real estate man on---- THE COURT:We don't have his stateme t A yet,Mr.Tempest.He just said he went to the real estate agency.Now let's see what we have, whether it is admissable or not. Would it please the Court if I named the real esta te agency? Jones THE COURT: 32 It doesn't make any differEnce who the agency is.What do you wish to show,about the rental value of what? •A Yes . THE COURT:I think that tha t is materia 0( z 0(>..J~IIIZZIII0.. ioI-ClZ J: III 0<A~ ..=u n:I-III C ..J0< oo Q:l., :t~Al\I !Ii ffi Q l-n:o~An: l-n::>ou ..J 0( oj;:...o Q at this time.The rental value through a real estate agE ncy, you may testify to that.It's not conclusive.but it givefs us some idea. In asking,I found that they felt the value of the property for rental would be about $150.00 a month.And that is what I am asking.$150.00. For what period of time? I think six months period is sufficient. Why do you decide on six months? The property has stood vacant for a ;longer period of time.ThE reason for the standing vacant beyond that period of time.when we had the storm Agnes through,it rendered portions of the road impassable.and in my mind.that is why we can't claim against this estate beyond that point. So if I understand,you are saying essentially.six months would be the length of time that you would have needed to put the property into usable condition and that you are not claiming beyond that period. A Jones I feel that is reasonable,yes;six months at $150.00 a mont~.\ 33 •CROSS EXAMINATION BY MR.TEMPEST: 0(Qz0(~>-IIIZ Z \&I II.A iol-e>z :I:III0( ~ ..:~0:I-III 0 .J 0( U c Q::l., :t l-I'1\1 iii0: III AI-0:0II. \&I Q0: I-0: ::l0U .J 0( uii:II.0 e A Q A Q A Mr.Jones,how long would it have taken a contractor or yourseltf to make the repairs that you outlined in your letter? I don't know how long it would take to do it,because I'm not a contractor.But in trying to hire one to do it,the period of time it takes onc e you initiate trying to find one to do it is'the problem.In trying to find a contractor,theolosestone I could get is six months down the road before they will start. The items that you have outlined in your letter,in your opinion, how long would it take after you acquired a contractor? The estimate we have is som ething to the extent of 180 hours. In that case then,assuming it would take one month to get it repaired,you could have collected rent after a month,is that correct? If a contractor was able to be found to do it immediately.. What attempt did you make to get a contractor? We made attempts to contact people to do so,but everybody keeps putting you off. Who did you contact? By name? Q A A Q A Q A Q A Q A Q A Q A Q A Q A Q A Q Jones Yes. Fr¥e ·Cons:truction. Joseph Frye? Yes. And you contacted him when? The exact date,I'm not certain.It's been nearly a year. Perhaps more... At the time of the sale or shortly thereafter? At the time of the sale these things weren't missing. Shortly thereafter? Yes. How long after? 11m not certain as to the date. Two weeks,three weeks?Do you have any idea? I would say less than two weeks. And his response to you was that? Everybody is busy. He couldn't do it? He came and made the estimate at that time. Do you lave that estimate? We have an estimate. From Jose ph Frye? Agreed. 34 • A Q A Q Jones With me personally?No. Could you see that the Court receives or we receive a copy of that?Could you see we receive a cOpy of that estimate? We tried to admit that as evidence earHer. You see that we get a copy of it,all right? Yes. That's all I have. 0(Az 0( 3~Qz Z 1&1 0- ioI-oZ X (/)< 3 REDIRECT EXAMINATION BY MR.REGA: ..:~Ql-(/) o ,./0( o o :l-. :t..,.. N A ui 0: ~Q0:o0-III 0: I-0:::>8 A ,./<o ii:Q lI.o A Q A Q A Just a few more questions.Mr.Jones,I believe you stated before that somebody was in possession of the property at the time. Who was it? At the time of the sale? During this whole period of time,after the sale until you finall, gained possession. John M.Ofcharik,Jr.was in residenc e. Did you try to gain possession during that period? Yes. I understand that you did not get possession. Right. In the alternative,did you seek compensation in the form of rent? We did. RECROSS EXAMINATION BY MR.TEMPEST: •<z<>..J>-UIZ Z III Q. i0I-eIZ :t UI0( ~ ..:u 0:I-UIeC ..J< U C ::l.., J: 0-r-N ui0: III I-0:0Q. III 0: I-0: ::l0U ..J 0( uii:...0 e Q A Q A Q A Q A Q A Q A Q A Jones From Mr.Ofcharik. In the form of a letter,yes. Did you receive rent? No • Isn't it true,Mr.Jones,that you notified him to remove himse f from the premises by May 15,1972,and if he failed to do so,tl:len you would charge him rent after that date?Is that correct? I don't have the letter before me that you do,sir. Well,I do,and isn't it a fact that he moved before the date rent was due? Whatever date the letter states that I signed,I am certain we are in agreement on. It is true then that he doesn't owe you any rent because you neVl r asked for rent.Is that correct? Mr.Tempest,I was informed tha t the date we conveyed m mies for tha t piece of property,that I would obtain poss ess ion that da. Isn't it true that you didn't ask for rent until After May 15,'72 That is correct. A nd he moved before that date,isn't that correct? Without the letter before me,all I can state is you have better know lede-e than I at this point.My memory doesn't serve me 36 • Q A Q 0( z 0(>.J~Az Z\&I 0.Q ioI-~Z :r lI) 0( ~A Jones too well. While your attorney is reading the letter,you are not making a claim on Mr.Ofcharik for rent,are you? I am making a claim to Mr.Ofcharik in person. You are not making a claim against the estate for rent during tl e time that John occupied the premises,are you? No,sir. So your claim for rent starts after he moved from the property, is that correct? Agreed. 37 May,I read this into evidence? Here is the letter.That will refresh your recollection. t-=~Ql-ll)o .J A0( u o~Q :tI-"N ItJ.s up to your attorney. MR.REGA:No,there is no need to uill:\&I l-ll:o0. \&Ill: I-~Qou ~Ao ii:...o Q A Q A Q read it into evidence. As I understand it then,he moved on or about May 15,1972. That is correct. A nd you are not c Jaiming rent prior to that time? No. So the six months you are talking about has to start on May 15, '72,is that correct? That's understandable,yes. Now the reason you couldn't rent it,according to your testimon , I----~~------------------------ Jones more than six months,is that correct---you're not asking for more than six months after May 15,is that correct? 38 •« z«>..J>-UIZ Z 1&1 II. i.0l-e>Z :J: UI«~ ..:u 0::I-UI•C .J« U C:J., J:I-"N !Ii0::III I-0::0II.IIIa: I-0:: :J0U ..J« Uii:lI. 0 e A Q A Q A Q A Q A Q A Q A Q A Q Right. The reason you said was because there was a storm and someth ng happened to the bridge.Is that correct? I made no mention of a bridge. What was the reason you couldn't rent it for a period longer thap. six months? was The road/,.not passable tonormal traffic. That had to do with a storm,is that correct? Agreed. What was the date of that storm? I don't exactly know. If I would tell you it was in June of '72,would you say that was approximately correct? No. Isn't it true that the bridge and the road was washed out in June of '72? I don't keep track of storms by date. You know when your road was washed out and you couldn't get t i) tht.:property. I recall it was later in the year. How much later?Two months later? I-----t-----------------~- I .---------------------------------------------- Jones 39 REDIRECT EXAMINATION BY MR.REGA: A Would you repeat that? Q It.was your understanding at the time of the sale that you •« z«>~>lI)zZIIIII. i0I-elZ XlI)«~ ..:u lI: l- ll)•0 ~« !:! 0 ::l., :tI-,... til iiilI:III I l-ll:0II.IIIlI: l-ll: ::l0U ~« uj;: l&.0 e A Q Q A Q A Q You're back to last year and I can't honestly testify to the correctness of that. I submit that if you are claiming rent from May 15.'72 up to the time you coul'dn't get to the property.the most it would tie would be two months.That's all I have. Mr.Jones,it was your understanding at the time of the sale. you were entitled to immediate possession of the property.is nat correct? were entitled to immediate possession. Agreed. Was there any agreement between you and Mr.Ofcharik that yo~ would not charge rent and that.in fact.you would give him free possession f0r a period of six months? Ther e was none.Excuse me.if I may.we did.in fact.ask Mr. Ofcharik to leave and he refus ed. That!sall. Jones 40 RECROSS EXAMINATION BY MR.TEMPEST: Q There seems to be some misunderstanding about the date you • purchased this property.After you had purchased the property isn't it a fact that you didn't get possession because you didn't come up with the balance of the purchase price? As of December,yes. up with the balance of the purchase price? that yet.He testified as to the date.But he didn't reason you,diidn't get possession of the property. Your Honor.I believe No.he hasn't testified to Or pay the balance. MR.REG:A: THE COURT: THE COURT: he's testified to that. Yes.Your Honor.or pay the balance.And I submit the reason the Court.setting a date for a hearing whereby you would come And isn't it a fact that Mr.Barna and myself filed a Petition wi h ' testify why they waited that long.They did file a petitipn. We filed a Petition to forfeit your hand money and thatis the «A zc(>QoJ>-UlZZ\&III. i0~~z :rUl c( ~ ..=u II: ~Ul a oJ« ua:>., :tl-I'til uiII:\&I~II:0II.\&I QII: ~II: :> 0u oJ« uu:lI.0 Q • you didn't get possession is because you weren't entitled to possession until you paid the balance in accordance with the Court Order.Not that we kept you out of possession.You didn' fulfill the terms of the Court Order originally.Isn't that correct? I ,And that's why you didn't have possession. ------ij-----------f-- ------------------------------ Jones 41 THE COURT:Do we ha ve a date in the record as to when that was paid?Was that December? I only have December 13,'71 here.That's only two days . the date of the sale by the Court. that is dated March 13,1972.And we have received thi:> confirmation of the sale,Your Honor,confirmation of given on or before May 13,1972. That is our position.And That's the date of the That would be '72 . When was the money paid? So there couldn't be any I have a copy of the s ettleI1~ent MR.TEMPEST: MR.TEMPEST: MR.FERGUSON: THE COURT: THE COURT: THE COURT: March 13,1972,and possession of the property was claim for rental before they were entitled to possessio[1. sheet received from the lending institution here.And balance of the purchase price,I would say on or about April 12. • « z«>oJ>-IIIZZIIIII. i0l-e>z AxIII«~ .:u II:I-III•C .J« u I c ::l., J:..r-til uiII:IIIl-II:0II.III It I-It :l0U .J« uj;: Il. 0 e .I think the record shows that.That's all I have. MR.REGA:That's all I have,Your Hollor. MR.TEMPEST:I do have one witness to call, to present rebuttal testimony. _________________________________~J THE COURT: 42 You are excused,Mr.J01 es. Are there any other witnesses? MR.REGA:- THE COURT: you have? MR.TEMPEST: No,Your Honor. Mr.Tempest,whom do I'd like to call one ~z 0(>.I>UlZ ZIIIII. io~CJZ XUl0(~ t-=u II:~Ul Q .I0( ~Q :J., x~til uiII:III~II:oII.III II: ~II::JoU .I0(oii:I&.o of the executors,Mr~John Ofcharik,Jr. If the Court please,II d like to refer to Claimant's Exhibit IIA".It's a letter that was sent to my office concerning the items alleged y missing or damaged or removed from the real estate. JOHN M.OFCHARIK,JR.IS CALUD AND DULY SWORN. DIRECT E XAHINATION BY MR.TEMPEST: Q What is your full name,piease? A John M.Ofcharik,Jr. Q Where do you reside? A Monongahela,R.D.2. Q And what is your capacity as far as the estate of John Ofcharik,Sr.is concerned? A lim co-executor. Q Who is the other executor or executrix? A Mary F.Ofcharik. Q Referring to this letter that you have a copy in your hand there,could you tell us about the mirror on the Ofcharik bathroom wall,what the circumstances are surrounding that? A I did remove them. Q Are you willing to replace them? ;e A Q ~z 0(>g A zZIIIII. i~Qz:r Ul0( ~ t A II:I-~Q oJ ij Ao:J~Q I::l\l ai A II:III~Q II.III lI:Al-ll: :J8 Q oJ0( U Aii:II.o Q A Yes,sir. Was there any damage when you did remove these that you know of? Just left the screw hole where I removed the screws frot the Wall. In your opinion,can they be replaced without damage to the property? Yes,sir. You are willing to do that? Yes,sir. What about the trays above the sink and towel racks? They can be replaced. You have them? Yes. Medicine cabinet shelves and glassho1der. They will be replaced. Was the glassholder broken? No. A Q What'is-thisk1tchen counter top partly removed? It was an extension of the regular kitchen cabinet that we used only if necessary.When it wasn't being used, it was on the hinge and folded flat against the wall. Q Was that removed by you? Ofcharik 44 Can it be replaced? Yes. Yes. What do you mean by that? That belonged to my wife when I married her. When were you married? I was married in November of '67 • And how was the hood attached to the real estate or how No,sir. real estate? Without anY,damage to the real estate? Without any damage. What about the stove hood and vent?Is that a part of he was ftlbeing used as part of your home? It was mounted on the wall with screws. And was there any way of removing that without damage to the real estate? There is no damage to the real estate ,other than Itf.·lef a hole in the chimney. Can that be repaired? Yes. Are you willing to repair it? Yes,sir. The garbage disposal and attachments removed.Can you tell us about that? A Yes.That belonged to my wife., Q That belonged to your wife? A Q A Q •A Q ~zc(>...I A>-enZ ZIII QA. i0I-AClz iUI Qc(~ ..=Au lI:I-UI QQ ..Jc( 0 Q :l.,A:t...,... N vi Q lI:IIIl-ll:0A.IIIlI:Al-ll::l0U ..Jc(u Qii:...0 A Q A Q Ofcharlk 45 A Yes,to me and my wife-. Q Why wasn't the drain under the sink replaced then? A I was going to replace it,but Mr.Carl Jones asked me for the key to the premises,and he insisted that I giVE him the key,so I did and I never entered the house agao!n. Q cl:A zcl:~Q>CIlZ Z111II. Who is Carl Jones? That's Mr.Griffith Jones'father. Do you know whether he was acting on behalf of Griffith Jones? A Q Q Is there a drain for the bathtub disconnected? Not to my knowledge,sir. Did you remove any drains or anything from the bathtub? No,sir. I presumed he wa s• Now the 220 fuse bOX,is that a part of the real estate' Whatiis~'.ij;~a~:part of,in your opinion? That was a special box that I had put in for use of my welder. When was it put in? I have no idea when it was put in.It was prior to my dad's death. iiiIt~A 0:oII.1110: t-o::loU .Icl:oii:II.o A No. Q What about the commode being disconnected?Did you disconnect that after the date of the sale? A No,sir.That was disconnected in '6~. Q For what reason? A I was going to remodel the downstairs bathroom. Ofcharik Q After ~ur father passed away,did you keep this propert. in the state of repair or remodeled in any way? A At first I did,sir,yes. Q And the commode was not then disconnected after the datE of sale,is that correct? This was not removed after the date of the sale? No,sir.It was disconnected in 16~. What about the water softener and pump removed? The pump had been disconnected a good while too,sir. When was the pump disconnected? About '60. me. No,sir,it was not • Did you go into the basement and explain all this to Mr.Griffith Jones prior or after the time of the sale? Mr.Jone s had an appraiser up there.And I went into the basement with him.And I told him that the water softene r belonged to me and my wife,and that it did not go with the property;and when I moved,it was going to go with A Q A Did he have any objection to that? They didn't make any statement at all. And how much did you pay for the water softener? The original price was $604.00.And we financed it,and the finance charges came to about $900.00. Q And what date was that placed in that line or in your ct Qzct>~AIIIZ ~Q ig A "z~Qct~ ..:Au 0:~Q .Jct~Q;A %~<II ai 0:IIII-0:oII.III0: I-0: ::loU .Jctu Q ii:... o A home,approximately? A I got the papers there,I think it was late '60 or earl3 '69. Ofcharik 1+7 Q \Vhat about the plumbing in the cellar disconnected and no water upstairs? A Originally,the water was flowing in tne house by gravi y. And then my dad bought a pump,but the pump didn't work right on account of the gravity,so we disconnected the pump. During your father's lifetime? Yes,sir.And there was a valve between the pump that you could use the water straight from the spring by gravity flow or use the pump,either one. Is that still available? Yes,sir. And then there would be water throughout the house. Ye s.He just opened that one value up,there woUld be water in the upstairs kitchen • Two window screens missing. Those would be in the basement,sir. They have not been removed from the property? No,sir. .Outside drain pipes removed.Were any pipes'removed after the date of the sale? No,sir. Are they presently there or are they gone? I don't think they are there.I think they was gone ever before my dad died. Q As I understand it then,there are no drain pipes then on the house. :!Qz0(>..I A>-UI Z Z 1&1lL i0I-elZx QUI0(~ ~A Il:I-QIII Q ..Ic(A~ Q :J., :z:I-"N QIi Il:III Al-ll:0LIII QIl: l-ll::J A0U ..Ic(Qij ii:II.0 A Q A Ofcharik There are a few drain spouts left on.the house,yes. You didn't remove any of them? No,sir. A clothes line. Clothes line poles,those belonged to my wife,s6 I removed them. Did it leave any damage to the real estate? It made a few holes on the lawn.I had filled them,but they must have settled. You filled them with dirt? Yes;where I removed them,I filled them with dirt. Overhead door in the small garage he said was missing. It wasn't up the date of the sale. Was there any door there? No door at all;just the opening. Where was the door?Did the garage ever have a door? Yes. WhQt happened to the door? It deteriorated. When? I couldn't tell you,sir. Prior to the date of the sale? Yes,sir. About how long before the date of the sale? A year and a half,two years. And you did not remove it? It was removed before,sir.~fuen it deteriorated,I ,...-----......,.-------------------------------~ Ofcharik 49 took it off. Q The work bench and an "I"beam in the garage missing, and a broken window. I did. I did,sir. It's not attached to anything,is it? It's attached to my work bench. And the work bench itself,was it taken? I did remove that,sir. Who owned that? Did it leave any damage to the property? A The broken window happened even while my dad was still living.That was part of the garage.The latch had come unlatched and the wind broke the glass,and we just put a piece of plywood in place of the glass. That was done when,prior to the date of the sale? Prior to my dad's death. What about the "I"beam in the garage? I did remove that. Are you willing to replace it? Yes,sir. How big is that "I"beam? I don't know Which one he I s referring to.I have one I used as an anvil.It was three foot long. Is this an "I"beam that holds up the garage Or ·what? No.A place to beat metal on,like an anvil. Who owned that? ~z«>..I>-QIII Z ZIII AII. i0I-QI.' Z :z: Ul A0( ~ .:Q0 itI-UI AQ ..I<QQ Q :J..A:tI-....N ai0:..I-Q0:0LIIIII:AI-0::J0 Qu ..I«U Aii:...0 Q A Q A Q A Q Ofcharik 50 A It was bolted to the garage with bolts.It just left the bolthole s• Q The bolt holes in what? A In the upright petitions. •Q A c(~.Q ..J~Az ZIII II.Q zol-t' Z :t UI;A .,:~Q I-!!! Q A ..J <l:~Q ;)., ~A N The studding? Yes. Wha t type of work do you do? I'm an equipment operator. What did you use this bench or this anvil and II I" beam for?Is that part of your work? Just to work around the farm. Farm work? Yes. Was this place maintained'las a farm at one time? Not really. ~Q But the work bench and II I"beam was used for little ~~maintenance around the farm •..IIID::~A Yes. ;)o~Q What about the channels for grease rack?What t s that? <l:u~A Those belonged to me and they laid on the concrete o block wall. Q They weren't attached to anything? A They were not attached. Q Who owned those? A I did,sir. Q Did you purchase them? A I did purchase them. Ofcharik 51 Q A Q A Q•A ~Qz0(>A.I>-UIZz QIIIQ, i0I-~ Z :z:III0(~ .,:Au ii:t-QUI 0 .I A~U Q:J Q... %::til aiII:101l-ll:0LIII All: l-ll::J Q0U .Ic( ~II.II.0 A Q A Did they belong to the estate in any way? No,sir. And they were removed by picking them up? Picking them up off the block. Where did you buy them? Washington Steel,Washington,Pa. Do you remember when? Approximately 1962,'6j. There is also testi~ony.itt s not in this letter here--- support beams in the basement were removed and four by fours put in their place.Is that correct? Yea, You heard the testimony? Yes. Will you explain to the Court what you intend to do wit! these or whether you removed them or what the circum- stances were? I did remove the steel posts and I will replace them. And will that cause any damage to the property in any way? No,sir. Is there another beam of any kind 25 feet long,I think? That was the rail overhead that I used to hoist the engine out of the chassis when I repaired an engine. Q Where was this rail? A Overhead of the garage. Q Who owned that? Ofcharik 52 A Yes. A Yes. A No,sir.It was on the farm when we moved on the farm. Q You a~e willing to replace it? A Yes. Q Do you remember the date? A May 14 or May 15. Q Do you recall storms after that,John? Just a few more questions.Mr.Jones hasThat's all. testified that he did obtain possession on or about May 15. A Yes. wereQAndybu/removed from the premises on or about that date, is that correct? Q A I could say I did.It ~ould belong to the estate.It was just an old piece of real,railroad rail. Q Is that the beam,tre 25 feet long beam,approximately? A Yes. Q Will you replace that? A Yes. Q You didn't buy it?«Z«>oJ>-Ul Z ZIIIII. i 0I-CIZ I:UI«~ ..:u Il:I-UI 0eoJ~ 2 0 :J.., :t.."til viII:IIIl-ll:0II. IIIII: l-ll: :J0U oJ« 0ii:IL0 Q When was the storm? A In June of '72. Q Do you rememoer the date? A No.It was Hurricane Agnes went through here. Q What did that do with reference to the access to this farm and this residence? Ofcharik 53 Anything else? No,sir.Concrete approaches. No trailer bed? Yes.\'ihen Hurricane Agnes moved through,it left a big wash-out.I had an empty trailer that I used to ha 11 steel on,and I cut it in half and laid it in to make an approach to the bridge. That belongs to who? That belongs to me. So part of the approach is a trailer that belongs to yOl, 1s that correct? what This bridge you said washed out,lwas that constructed o~? II I"beam and plank. Yes. A It washed both sides of the approaches to the bridge fuat leads to the farm. Q And after that date,was access by motor vehicle car possible after the storm Agnes? Only by something like a pick-up truck or a larger truc • Mr.:.Jones testified that after that,he didn't feel the property could be rented because of the access. Is that true? AeQ ~z«>...~IIIZz AIIID. i 0 QI-ClZ :z:AIII~ ..=Qu Il:I-AIII Q... ~Qu Q:J A., :z:....... ClI IiIl:IIIl-ll:0D.IIIIl: l-ll::J 0 Qu ..I«0 Aii:...0 Q A Yes. Q Why didn1t you repair some of the pipes and different things in this house in order to make it more usable? A At first I did,sir.Then I founa out I wasn't going to be able to purchase the property,so I just quit repairing Ofcharik it. Q What about the items Mr ••Jones put in his letter? Why weren't some of those repaired?The water line,thl valve broken or the trap unoer the sink. A The day I was moving,Hr.Carl Jone s came up and asked me if I had everything out or the house,and I said,11~s.1l his wife was getting sick because she saw so many cars So he asked me for the key to the house and he said going up and down the h1l+,so he insisted on having :!:z 0(>..J>-UlZZIIIII. Zo~the key to the house,which I presented to him. zx~Q Do you have any material in your home now that would ~ CROSS EXAMINATION BY MR.REGA: pump,you had disconnected it in 1960.Isn't it true Q Mr.Ofcharik,you mentioned with respect to the water that although you mayor may not have disconnected it, that you did not remove it and that it was present in the house at the time of the sale? A The water pump,sir? Q Yes. t be used in repairing these items? it..~A Yes.Most of these items are at my,home now • ..J0(~Q That's all I have. c:::l., :t~N aiII:III..0:oII.... 0:..0::::loU ..J0( U iLII,o A The water pump was not connected. Q It may have been disconnected.Was it not still attach d? Ofcharik 55 Yes. I'm going to show you a photograph taken by Mr.Jones and in this photograph it depicts the cellar of the houie. a You will notice/four by four beam.Is that the beam you replaced it with? That1s the four by four I replaced,yes. Do you notice immediately to its right,a beam running down the length of the cellar? That would be a floor joist. Isn't it true that the jack posts,in fact,stood under that beam in order to provide support at that point in the cellar and not where you have replaced it with the four by four beam?Are there not indentations in that beam that show where those jack posts were and thi~ It may have not been operable. A It was not attached either. Q With respect to the six jack posts,the supports,isn't it true that you put those jack posts in for support? Yes. And that assuming the house needs support,:.hasn't the house been damaged?It's already settled as a result of the removal of those jack posts. No.I replaced those jack posts with four by fours. How many? I took each steel jack post out.I put a four by four jack post in its place • Directly in its place~ A Q ~z«>oJ>-UlZ Z III AII. i0I-QCIziAIII«~ ..=uiI-!!!Qa oJ~Aua:>.,Q%I-"(II iii I:IIIl-ll:0II.IIIll: l-ll::J0 Au oJ«U Qii:II.0 A Q Ofcharik 56 years • Q But after the property was sold,01'course,your father could not give you that permission any longer,so you really had no legal right to possession of that propert~ during that whole period,did you? this may be a legal matter where the executor has to preserve the real estate during the ad- ministration of the estate,and he was there as an executor,if that's the period of time he's referring to.And after the date of the sale,he did remove from the premises as soon as he received his notice to vacate.I don't beam doe s net stand or provide the support that tIl:>se jack posts provided? A It might,sir. Q Mr.Ofcharik,subsequent to the sale in the Order of the Court,by what right diq you maintain possession of this property?Under what title or authority? A I lived there for 30 years with my dad. Q Did you have a deed to it? A No,sir'. Q Of course,not;the deed was in Mr.Jones'name,is that right? A Up until the time of the sale,yes. Q Did you have legal title or right? A No.Just as a child of my dad.I lived there for 30 ~z 0(>.I>-'Ill ZZIIID. i 0I-UZXUl 0( ~ ~U 0:I-UI 0e.I0( 0 0 :J., :tI-"01 ui 0:IIII-0:0D.III0: I-0::J0U .I0( 0ii:II.0 MR.TEMPEST:If the Court please, Ofcharik know what:lother time he's referring to. 57 THE COURT:It's already in the I'ecord as to how he removed and when he remove <, snd whether or not he had title and what title he may have had.is not material to this issue. So we would rule out any questions as to title Q I have no further questions. MR.BARNA:Your Honor,on behalf 0 the executor,Mary Ofcharik,I'd like to ask him a few que stions • EXAMINATION BY MR.BARNA: Q Mr.Ofcharik,it is my understanding from your testimon" today that you married your wife after your father died A Yes,sir. Q And she moved in the house with you. A Yes,sir, Q And did she bring any of her furniture along? A She had six rooms of furniture she brought. Q From your testimony,the stove hood and vent she brough with her. A Yes. Q And you people installed it in the kitchen. A Right,sir. Ofcharik A No.We bought that later,after we got married we bought that. Q And:.the water softener,was that bought after you got married? A Q ~z«>..I~Az ZIII II.Q zot-oz % Ul0(~ ~A~II:t-al Q Q...«U Q :;)., ~A !II That was bought after we got married. Now the clothes line poles~were hers that you brought along. Yes,sir. And so these items are either your wlfe l s or yours and your wife's that you bought after you were married that you took with you. Right,sir. And then the commode was not connected in the 'basement at the time or the sale. No,sir. ~Q And the water pump was not connected at the time of the IIIt-~sale.LIIIa:~A Right. :;)o~Q Was it in the basement at the time of the sale? «u~A It was in the basement,yes. o Q But it was not connected? A No,sir. Q That's all. MR.REGA:Mr.Ofcharik,did you say the pump was there? A Yes,sir. MR.REGA:Is that consi~tent with your earlier testimonyb A Yes,sir.I said it wasn't connected,it was out of its e location. MR.REGA:The question I asked you earlier was it might answer was not to your ql estion,but JOudidn't pursue on behalf of the heirs--- it.He never said that it wasn't tnere. have been disconnected,but it was there. His is now that it was there. And his answer was it was not connected. Yes,I did. You asked him that,but he never answered your That's all the questions we have of this witne s, So his answer., Yes,but not connected.So there is no in- Your Honor,if I may 'just make one statement consistency. question. apparently. THl'.:COURT: MR •Ri:!:GA : MR.FERGUSON: :$z ~-I~THE COURT: zIIIll. Zg t)ziUl~MR.REGA: ti THl!:COURT:ii:I-ell Q -I<§ Q:::l., :t/::til Iill:IIIl-f MR.TEHP~ST: IIIll: l-ll::::loU -I<Uii:II.o THE COURT:Are there any questions to ask this witness? MR.FERGUSON: THE COURT: No,I do not. You may make your statement in a minute or so. Ofcharik EXAMINATION BY THE COURT: Q Sir,when you say you were in the .oo.sement with the appraiser,what appraiser do you refer to? A I didn't meet the gentleman by name.But I figured it was the bank from Cm rleroi that Mr.Jone s was going to receive his money from. 60 i Q i(>.I>-!II Z Z~A z~Qzx•~ .,:A~II:..!II Q .Ii(~Q Q :J~A~Cl And who went into the basement with you and the apprais4r, if anyone? Mr.Griffith Jones. And that time what did you explain about the water softener? I told him that my wife and I bought the water softener and that it did not go with the house. Was Mr.Griffith Jones in a position to hear that? Yes,sir.He was as close as the JUdge is. Ii Q That's all I had.Any other questions of this witness? II:III..II:~MR.TEMPEST:It is my understanding then,Mr.Ofchari~, II:..~that you will repair everything or replace anything thaou ~doesn't belong to your wife.Is that correct? ij ii:~A Yes,sir. MR.TEMPEST:Or belonged to you personally,or items that belonged to you personally. A Yes,sir. MR.TEMPEST: THE COURT: MR.REGA: That's all. You are excused,sir. With respect to the hood in the kitchen, Ofcharik you said that it left a sizeable hole. A It left the vent hole,yes. 61 MR.REGA:And you will repair that? A I will repair it. MR.IlliGA:You will replace it with the hood? A No.That belongs to my wife.The hood belongs to my wif • I will repair the hole. MR.REGA:But it was attached to the chimney and it did leave a hole? A It did leave a hole,yes. THE COURT:1'1r.Ferguson,what is your statement? MR.F.I£RGUSON:Your Honor,on behalf of my client,it ,.,ould be our contention that if the alleged claim of Mr. Jones is determined by this Court to have---we do not at this point think it does but if you decide that it should have merit,that any liability in connection with his claim should be solely against 1~.Ofcharik and not the estate.Because in removing these items, Mr.Ofcharik was not acting in his fiduciary capacity as executor of the estate,but in a personal manner. TB:!!:COURT: MR.FERGUSON: As a pe~sonal what? In his own personal manner.That these were things that he had taken out for his own benefit or for the benefit of he and his wife.And if the land was 62 rendered uninhabitable or non-rentable,and the Court should decide this 1s due to the fact these items were removed,I think the question of liability rests solely on the shoulders of Mr.Ofcharik and not on the estate, because he was not acting on behalf of the estate in removing these items.:3z«>.J>tilZ ZWII. THE COURT:I understand your position.Any other ~testimony? Clz :z:~MR.FERGUSON: ..=!:!~THE COUHT: o ~testimony.~o:::l., ~MR.FERGUSON:...1\1 No • Very well.We will close the case on We do have several claims on behalf of the heirs.would you wish to recess at this point? claims,we will hear them at 1:30.We shall recess until 1:30 and we will hear any other claims at that time. iii0:IIII-0:oII.III0: I-0::::loU .J«Uii:II.o THE COURT:We will recess now.If there are other (Testimony closed) 0( Z«>-I>-UIZZIIIII. Z 0l-t'.~:tCD 0( ~ ~~II:I-~ Q•-I0( Q Q:J., :rl-I'III aill:IIIl-ll:0LIIIll: l-ll::J0U ..J0( 0ii:II.0 stenographer1s Certificate I hereby certify that the proceedings and evidence are contained fully and accurately in the notes taken by me on the hearing of the above cause,and that this copy is a correct transcript 01<the same. e Hammond Court Reporter Certificate or Hearing Judge The foregoing record of the proceedings upon the hearin of the above cause is hereby approved and directed to be filed By the Court, \t,,\r~~~ '. <-- } IN THE COURT OF COHHON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION i.~O.63-71-1092 IN RE: ESTATE OF JOHN M.OFCHARIK, Deceased. PETITION FOR DISTRIBUTION OF INTEREST EARNED SINCE AUDIT lu ~..."\.,.,-'..--~II '-\-.\' "-II r\- :J 1 BARNA AND BARNA ATTORNEYS AT LAW ------------------------- ___---~7 :.---------~.... p'e ,;:- :1 I~THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION I. IN RE: ESTATE OF JOHN M~OFCHARIK, Deceased. ) ) ) ) ) ) NO.63-'71-1092 " ", "I:I: :!, I, PETITION FOR DISTRIBUTION OF INTEREST EARNED SINCE AUDIT AND NOW,come the Executors of the above-captioned Estate, John M.Ofcharik and Mary F.Ofcharik,by their Attorney,Paul N. Barna,Jr.,and make the following Petition: Since the Audit in the above-captioned matter which was held on the second Monday of September,1972 until the present, during which time hearings took place on various claims against the Estate and an opinion was finally handed down,additional Receipts in the form of income came into the Estate,and some additional Disbursements were incurred,a list of which is included below,and which your Executors pray the Court to approve. It should also be noted for the record that an explanation of the delay in the Decree of Distribution in this case came about due to the illness of Judge Marino at the time of the Audit. ,' Judge Alexander'Curran then took over the Estate until he himself became ill and eventually died. Judge Marino,who had since retired,was then reassigned to this case to hear the claims as a Senior Judge.After the hearing,he became ill and was unable to prepare his opinion until October 12,1974. ,,. Page Two R E C E I P T S Interest received,'0'~I 't L Pittsburgh National Bank $1,D~2.42 DIS BUR S E MEN T S Commonwealth of Pennsylvania,1974 Fiduciary Income Tax return $20.00 Barna and Barna,Costs Advanced: Russell Marino,'filing fee for Objections to Claims . Russell Marino,filing fee for Petition for Distribution of Interest Earned Since Audit........ Barna and Barna and Clyde G. Tempest,Attorneys at Law: Additional fees for representing the Executors of the Estate at the hearing of Griffith Jones and Mary Jane Mundorff et al.,and the preparation of Objections and Brief in pursuance to said claim;also preparation of 1974 Pennsylvania Fiduciary Income Tax return Internal Revenue Service,1974 Fiduciary Income Tax return . And your petitioners will ever pray. CCM10NWEALTH OF PENNSYLVANIA ) )S8: COUNTY OF WASHINGTON ) 7 Notary ~lic MY~conrrdssion expires: ~...~ SIEHiAr'~,l'O":ACK,Notary Public OUBl".','ton Cmmty,Pa. :.'1 I"l>..;I~.llJn EltlliresJ..II.ZD,1971: 3.00 7.50 500.00 72.00 $602.50 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: , ESTATE OF JOHN M.OFCHARIK, Deceased. ) ) ) ) ) ) NO.63-71-1092 ORDER OF COURT AND NOW,this__~/~"L-__day of March,1975,the Receipts and Disbursements in the foregoing Petition are hereby approved.The Executors are ORDERED to make payment of the same,and the residue -is to be distributed to the heirs in the proportions set forth in the Decree of Distribution dated March 5,1975. ge