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HomeMy WebLinkAboutOC1971-1122 - ESTATE OF WAGNERr-..---r •__.~._.•~___:---------....",..--~-~~~~--------'P""'".....---...........--1 .- 7~~~~/ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY T"tat.Fonn j Executrices No ll.Z·%··1L.9..ZI . Fiduciary ~~.:;_.!.~~.~..f~.:;_K~~.l?~. ........~~.~~~..w.9:g,l),~~..S~.b,U~hJ~A . Date of Date of Decedent's death N.Q.v.:~mR~X ~.1..J.9.1.l Grant of Le'tters NQy.~.m.Q~A.JJ).1..J.9.7.L . Estate of J.9:~.~.LW~.g~~.:;_..~.!.lf:J.~. Deceased ............J~.l),~t..M!W.9:g~.~.!'. This is the :f..~:t:.~.~..~~~.X~.I.1:~~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . Election to take Under or Against will.(cross out one) Date Election Place of; Filed ~.t?~~.................Record None Name of surviving spouse.~N.t?E:~:.. List issue,where material: Did decedent marry after execution of will?(indicate)X~.No.Any children born after execution of will?(indicate) ~No.If answer yes,name them ___________..___.___.__ _.._.. ••••••••••••••--••••••••--•••••••••••••---~•••••••••••••••••••••••••__••••••••_•••••••••••••_•••_••••••a••••••••••••~•••••a a ••a .:a •__••_. _.• Legatees Relationship Interest Fiduciary,if deceased or not sui juris Harriet Ferguson daughter 1/2 Paula Wagner Schlichter daughter 1/2 List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Couse: None If partial intestacy,give facts: None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.Mar. If any exception give cause:. File copy of Notice and dote of mailing QRP..Y..f!.J:~§..S~.~.~..mf!..U.~.g ~.!.~!..?~. ,. '(j Is estate subject to the filing of a Federal Estate Tax Return?'X.~.~..':'l'R-.~..f.lR-.id . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N~:m.~_. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None..................................--_-_---_._____---..-__-__._--..-__-__. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All creditors have been paid Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: E.Paul Wagner,husband of Decedent died on August 31,1969,prior to Decedent's death.Thus her residuary estate became vested in her daughters,Harriet Ferguson and Paula Wagner,now Paula Wagner Schlichter,share and share alike.As shown by Account certain assets of Decedent's estate was held in Decedent's name and daughters,for accommodation purposes. It is understood and agreed by daughters that all said assets so held for accommodations purposes shall be distributed to her daughters,Harriet Ferguson and Pa~la Wagner Schlichter,share and share alike,together with all other assets of said estate for distribution. Balance for distribution per account, Itemize any additional debits not shown by account: Additions to Account not shown by inventory Total additiona'i debits (Add) Itjmjze qny additional credits not shown by account: 3 6172 Mon Valley Memorial Park $100.00 7/17/72 Mon Valley Memorial Park 45.00 Harriet Ferguson -Advancement $30,000.00 Paula Sch1H:hter -Advancement $30,000.00 Total additional credits (Subtract) Balance for distribution $.~.~.Q.~.1:~.~.:.§1 . $~}Q_._-~.?. ,\'\ $..?_~!..~.1:~.~.9.~. $..J9..~!..~.§~.~.~~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Assets held in kind as shown by Inventory Appraised Value 50 Shares Common -Greyhound Corp.$1,07'5.00 155 Shares Common -U.S.Radi~m Corp.798.25 207 Shares Common -J.C.Penney Corp.13,894.87 53 Shares Common -United,Penn Corp.1,643.00 26 Shares Common -First National Bk.of Wilkes Barre 1,092.00 26 Shares Common -First National Bk.of Eastern Penna.1,092.00 $2,000 Debenture Bond -Jones &Laughlen Ind.1,365.00 5 Time Certificate of Deposit -Miners Nat!.Bk.of Wilkes Barre 17,000.00 56 u.S.Saving Bonds Series E 3,542.86 15 U.S.Saving Bonds -Freedom Share 780.96, TOTAL 42,283.94 ""'~'" y ....~ ".i~;~~~....".. ;;.,,~l;'"";, <1'... ;...:::?ii3:-.-c -"t..~,;:,:.-. And your petitioner will ever pray,etc, 'I';l1;O..... If F 'I E t'I'·d b P t', ,I f R d'None '"'.ami y xemp Ion c alme y e Itlon,give pace 0 ecor . If Family Exemption is claimed at audit,give name,relat.ionship and basis for Claim:N.9.I):~. List any advancement or distribution on account that has been made,and nature and amount of same: Harriet Ferguson,daughter,has received.an advancement of $30,000.00 Paula Wagner Schlichter,daughter,has received an advancement of $30,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: The balance for distribution consisting of cash and the assets in kind as above itemized are to be awarded to Harriet Ferguson and Paula Wagner Schlichter,daughters 'of Decedent,share and share alike ..~-OJ See agreement to take in kind filed herewith ~~N\~<2.L~~~ ~,I 10 COUNTY OF WX~~XS: ~EK)!1~~. STATE OF CALIFORNIATheabovenamedFiduciaryor representative thereof,.. being duly ~.~~!!?:.doth depose and say that the facts set forth in the foregoing petition are true to the best of ~~!knowledge and belief, Sworn ,................................................to and subSCribed before me 'h;S~~~.J4;l£~h ~..~~.~.~.".Y?~~f1'#..~.""""'"''''''''~ S;gna'u,e of '6l~'L .....~~~~Paula Wagner SC"=.i:~ter "fi tleg£Gf Heer ..,. Office expires ~~~WW~O~F~F~ic~·i~A~·L~·~·S~E·~A~L~..~·~..~ SHARON M.EICHINGER NOTARY PUBLIC·CALIFORNIA SANTA CLARA COUNTY My Commission Expires Mar.l.1915 .......................................................................................................................................-:~. I ·, ri i I f .; " ,,. ~. ~;:).' ,~,_. ..~ .~~"..." '::Qi "(!, ~~ "I...:; No.../1.:3:.:l::J.-.l.7..7/.............. Estate of J.i=!-.I.l§t..W~g.I.l§~..?:L~/.?:. ...........J~.t.?:~~..M:~.~g~.~.!-. Deceased Fiduciary H?:~.~A~J:..¥.'.l?~Kl:l:~~n-... ........;r?~.~~..Y!~~~.~~..~~~~~.~~~~~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 3.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Geo.O.Frazier Attorney ~2 .., I.. " J..:~~.'" "i'(~;; ••I ,, ._.'p_Testate Form PETITION \SUR AUDIT (0 r1~o..-.f\-t'~~:~.t IN THE ORPHANS'COURT OF WASHINGTON COUNTY No j12.b.~/!.'171 - Fiduciary H~_~_~~_~t_f.~_J;.g~.~.C?_~: . .~~.~,~~-.~~gE-.f?!...?~?:l:~.~~~.~!.--..: - _.., Deceased Executrices . . Date of Date of Decedent's death Ng_y.~~.~~E_~!.~.9}_~.:Grant of Le'tters ~.'?Y-~~~~.:_..~.~!..}.~!.~..·..- Estate'of~}~.~~~..~?:~.~~!...?:l~!.?:..__---.-- ..........J.~D_.l?t..M!.._W~g~~!_.__._._..__. _ _.. This is the ~.~::.~.~..':~~..~~.~':~·account fi led in this estate If there have been former accounts filed in this estate,list file number or number and term____._. Election to take Under or Against will.(cross out one) Date Election Place of; Filed ._N.l?~~Record __.._~~!}_~_ . Name of surviving spouse N~D_.~. . _..__._____.._:_....._.. List issue,where material: Did decedent marry after execution of will?(indicate)X~.No.Any children born after execution of will?(indicate) x~.No.If answer yes,name them __.___.._._. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Harriet Ferguson daughter 1/2 Paula Wagner Schlichter daughter 1/2 List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None If partial intestacy,give facts: None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.lQK If any exception give cause:_. File copy of Notice / f '1'Copy attached mailed 3/1 73anddate0malIng . Is estate subject to the filing of a Federal Estate Tax Return?.x.~~..::..J;'.~~..:r.~Ac;l....'. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N~m..~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All creditors have been paid Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: E.Paul Wagner,husband of Decedent died on August 31,1969,prior to Decedent's death.Thus her residuary estate became vested in her daughters,Harriet Ferguson and Paula Wagner,now Paula Wagner Schlichter,share and share alike.As shown by Account certain assets of Decedent's estate was held in Decedent's name and daughters,for accommodation purposes. It is understood and agreed by daughters that all said assets so held for accommodations purposes shall be distributed to her daughters,Harriet Ferguson and Paula Wagner Schlichter,share and share alike,together with all other assets of said estate for distribution. Balance for distribution per account, Itemize any additional debits not shown by account: Additions to Account not shown by inventory Total additional debits (Add) Itemize any additional -credits not shown by account: 3/6/72 Mon Valley Memorial Park $100.00 7/17/72 Mon Valley Memorial Park 45.00 Harriet Ferguson -Advancement $30,000.00 Paula Schlichter -Advancement $30,000.00 Total additional credits (Subtract) Balance for distribution $...!.~Q!..1:~~.~.~~. $..fP.Q f??. $..~.Q.'..f.~.~.~.Qg . $t9.11.J.~.9.1.9.. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value>; \. Assets held in kind as shown by Inventory 50 Shares Common -Greyhound Corp. 155 Shares Common -U.S.Radium Corp. 207 Shares Common -J.C.Penney Corp. 53 Shares Common -United Penn Corp. 26 Shares Common -First National Bk.of Wilkes Barre 26 Shares Common -First National Bk.of Eastern Penna. $2,000 Debenture Bond -Jones &Laughlen Ind. 5 Time Certificate of Deposit -Miners Natl.Bk,of Wilkes Barre 56 U.S.Saving Bonds Series E 15 U.S.Saving Bonds -Freedom Share TOTAL Appraised Value $1,075.00 798.25 13,894.87 1,643.00 1,092.00 1,092.00 1,365.00 17,000.00 3,542.86 780.96 $42,283.94 If Family Exemption claimed by Petition,give place of Record:~.~~~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_N~g.~. List any advancement or distribution on account that has been made,and nature and amount of same: Harriet Ferguson.,daughter,has received an advancement of $30,000.00 Paula Wagner Schlichter,daughter,has received an advancement of $30,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: The balance for distribution consisting of cash and the assets .in kind as above itemized are to be awarded to Harriet Ferguson and Paula Wagner Schlichter,daughters of Decedent share and share alike See agreement to take in kind filed herewith BUCKS COUNTY OF W~~NX~: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _ _~.~.~!.~doth depose and say that the facts set forth in the foregoing petition are true to the best of ~.~.~__knowledge and belief. ......~~.'?~.~~to and subscribed before t •! me 'h;s20__;_day~L __I\1_;_~~=19.7L_ S,gna'u,e of Off<Ce;~~.;;;~a;:-!~;tr------- Title of Officer UPPt:R.SOUTHAMr.IOJi•.10.V!J1~J1!f . BUCI\·~l;uliNTY Office expires PJ'.~.Il.QM~.I.~~!9~.~~!~~~.!:~~~.~~:.~.~~~. And your petitioner will ever pray,etc. ~':ib~HA~/~_.:·~c..::d~":::::·~~-- -.. Harriet Ferguson .. No.1il:.~i3 ..../.f.1I............... Estate of J:9:p.&t_w.~g!?__~!._.~!.J5..!.~........._. .........._..!.?:~.E?LM.~.__w..9:g_~~.:r;...__. Peeeased Fiduciary ~~_!:!.~~~__;f.~_~g uson-._---_.--_.._--_._-...--- Paula Schlichter PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ....._.g~.'?_:..g_:..!!:E.~~~_~!._. Attorney ~2 FI LEO, 973 MAY 9 PH 2 41 RUSSELL MARINO REGISTEf\OF WILLS WASHINGTON CO.•PA. " r-------~~~......~---------.- C!!nmmnuUttult4 nf 'tuuliylttuuiu.~ lIun4iugtnu C!!nuuty.\lin: -----......-~·--------.......-----l)'1 KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 10th.day of November A D.1971 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Janet Wagner I A/K/A Janet M.Wagner late of Donora in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and ...Harriett Ferguson and Paula Wagner Schlicter tricestheExecuooxinsaid Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law;t NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Harriett Ferguson and paula Wagner Schlicter committing unto Them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to r,ender a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritanoe taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this lOth. day of November in ,the year of our Lord one thousand nine hundred and ,seventy One Register ...... _.',J. .. -•UJ ",' --- ....~......... j, I,JANET M.WAGNER,of the Town of Bloomsburg,Columbia County,Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make my Last Will and Testament, and revoke any and all Wills by me at any time heretofore made. 1!I I , i, I FIRST:I direct my Executrices,or the survivor of them,II hereinafter named,to pay all of my just debts and funeral expenses as soon after my decease as 'conveniently may be done. SECOND:All the rest,residue and remainder of my estate] i whether real,personal or mixed,and wheresoever situate,I give,I devise and bequeath to my husband,E.Paul Wagner;provided,I I~h~wever,that should my said husband predecease me,then,and in I r ::c:ye:::t:h:l :::::::::::,a::r::::e:::g::O:a::dr:::::a::g:::~teI I LASTLY,I nominate,constitute and appoint Harriet.I .il I i.,Fergua.Qo-.and .pau"la.tJ~O_n.erA_(''t'"..trA._.sprv·iv..or~_nf..them,._Exec!'t:rices.~_. II of this,my Will.'_.·I··~. I;IN WITNESS WHEREOF,I have hereunto set my hand and .i .r$,.seal,this /3-day of December,1961. Signed,sealed,published I and declared by the 'above j named Testatrix as and forIherLastWillandTestament,I in the presence of us,who" I at her request,in her .presence,and in the pres- I ence of each other,have II,hereunto subscribed our names as Attesting II Witnesses: li: 1 LV-v~~M£109~ J'.9--1 !./Q--<-.d..).,~/~-tr~!nil 5.'p . II j I I ~(~,~ \ ~"'( I ~~ ~~ ~ } • I g /7 b·3 -/I-IJ~2- ESTATE OF JANET M.WAGNER A/K/A JANET WAGNER INVENTORY ..--n--J f"'.)-:::=;'1 ::t:-t:::='•}.-.rn r:rnen:.l (...'";-.,:....,-(,.:_J '.::J ..--'"--,--;. "'(1.-::oc '-..:~-'1 --,. '6 :..:._ :r ".~~'-'>~;\\>,\!P GEORGE O.FRAZIER ATTORNEY AT LAW DONORA,PENNSYLVANIA ./'l (;:L.9-A;t F~V~-~.3,0 I "f , i\ffi~autt (@f 1Exrrutnr (@r l\~mtut6tratnr California :U::fp~}aa: Personally before me,the undersigned authority,a Notar.Y-..Public _in and for said County and State,appeared P9:;lJ!.~..Wc;l;g.I1~;;r...S.~.91tc:;:_l;lJ~.l:".._who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of ..J.ane.t..M..W.agne.x...aik.Ja deceased,that the foregoing schedules constitute a Janet WaQner Ja~e.t M.WalittlercompleteInventoryanaappraisementoftherealandpersonalestateof~.L.Kl.a..J.ane.t...W.agner., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and subscribed before me this "~'~'}~./~.--vi.,n C I "./+---- f October 1 72 ~Q.~/A~~..o~:..Exec or-_ A ITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personalllepresentative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000,~w.cluding Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding/€epS"olt'ill and copy of Federal Estate Tax Return.........~~;d;.i.c\~~\~GER ~REFERENCE FOR ADDITIONAL COpy~."'..".\1.MtO\'~tAo Cfl.'..I.I.)·~·\'>\\fl.~.Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2·.~i S ;-~I.'1 PI.l'aLlC 'COIJN1 '1 11:7. the goods and chattels,rights and credits which of P.p.Q..Q.r.a . Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS 50 Shares common stock -The Greyhound Corporation @ 21 1/2 1,075 00 155 Shares common stock -United States Radium Corporation @ 7 3/4 798 25 207 Shares common stock -J.C.Penney Inc.@ 67 1/8 13,894 87 53 26 26 Shares common stock -United Penn Corporation @3l Shares common stock -First National Bank of Wilkes-Barre @ 42 Shares common stock -First National Bank of Eastern Penna. @ 42 1,643 00 1,092 00 1,092 00 $2000.Jones &Laughlin Ind.(6 3/4 Debenture Bond -Dated April 30, 1970 -Due April 1,1994 1,365 00 5 56 15 Miners National Bank of Wilkes-Barre-Time Certificates of Deposit U.S.Savings Bonds -Series E -Registered in name of E.Paul Wagner and Janet M.Wagner,husband and wife.E.Paul Wagner having died on August 31,1969,title became vested in said Janet M.Wagner.See list attached hereto for value calculated by Donora Office of Mellon Nat!.Bank. U.S.Savings Bonds -Freedom Share -Registered in name of E.Paul Wagner and Janet M.Wagner,husband and wife.E.Paul Wagner,having died on August 31,1969,title became vested in said Janet M.Wagn.er.See.list attached hereto for value cal- culated by Donora Office of Mellon Natl.Bank. Total 17,000 00 3,542 86 780 96 42,283 94 ~~~ ......;:t......<:~'";:t....~'"..~ ~I:l ~~\0')~t ..., ~":;- ~~ I :::. tit ~~'";:t.......~ 1 ~ffi~uuit (@f itxrrutnr (@r i\~miutatrutnr §tatt nf 'tttMfiv!&auia } Qrnuuly nf ~qtL'lt !i!i: Personally before me,the undersigned authority,a NQt<?:K.Y...P~.RU_~in and for said County and State,appeared tl<?:K.!:~.~kt..;F..~XgIJJ?Qn.-- - - -.._who,being duly sworn according to law,deposes and says that '5he is the executor or administrator of the es- tate of .J.an.e..t..M•...W.agne.l:..aikLa__deceased,t.hat the foregoin"3-sChed~es wo,nstitute a 1 t Janet Waf!~r . t f th I d Itt f aanefa anelW:Jnercompe e Inventory ana appralsemen 0 e rea an persona es a e 0 ....J..lS...._._.._....._."JJ...~.~._...., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement ~f each item m~de f ~above named Executor Administrator. d Swforn~::osu:s:r1bed belf90re7mZe this }~~.~.~~~..<. ay ...+1............Executor~~-:':':" .......Ram'P:"~u ~..~..'0 arr ~ Abine;ton,Montlomery Co.,a.ADDITIONAL INSTRUCTIONS 1.A\t fflWffi!8Y.jXRiIo.~t~~st1 (!t~thin three months after appointment of personal r,epresentative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. ;/'3.1,Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, .Over·.$10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 aJuututnru aub "pprai!itttttut .of the goods and chattels,rights and credits which Janet M.wagner were of <;l,.!~I<;l,..Jg..n.~t ..W~gn.~X'.late of D.QP...Q-r.<;l,.. Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONAL ESTATE DOLLARS CENTS 50 Shares common stock -The Greyhound Corporation @ 21 1/2 1,075 00 155 Shares common stock -United States Radium Corporation @ 7 3/4 798 25 207 53 26 26 . $2000 5 56 Shares common stock -J.C.Penney Inc.@ 67 1/8 Shares common stock -United Penn Corporation @ 31 Shares common stock -First National Bank of Wilkes-Barre @ 42 Shares common stock -First National Bank of Eastern Penna. @ 42 Jones &Laughlin Ind.(6 3/4 Debenture Bond -Dated April 30, 1970 -Due April 1,i9'94 Miners National Bank of Wilkes-Barre-Time Certificates of Deposit U.S.Savings Bonds -Series E -Registered in name of E.Paul Wagner and Janet M.Wagner,husband and wife.E.Paul Wagner having died on August 31,1969,title became vested in said Janet M.Wagner.See list attached hereto for value calculated by Donora 0ffice of Mellon Nat!.Bank. 13,894 87 1,643 00 1,092 00 1,092 00 1,365 00 17,000 00 3,542 86 15 U.S.Savings Bonds -Freedom Share -Registered in name of E.Paul Wagner and Janet M.Wagner"hU.s.baild':and wife"E.'Raul Wagner,having died on August 31,1969,title became vested in said Janet M.Wagner.See list attached hereto for value cal- culated by Donora Office of Mellon Nat!.Bank. Total 780 96 42,283 94 ~,[ ~.....,;:l ,.....~'~'";:l.......,c...::I:~ tr.I l'> tr.I ~t en ~..., ~~"""1 ~. I tr.I '" ~ ~~'";:l........\0 U.S.SAVINGS BONDS -SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date of Is sue Certificate No.Amount Value At Death (Nov.5,1971 ) Dec.1961 C411 982 978E $100.00 $112.76 Jan.1962 C411 983 911E 100.00 112.76 Feb.1962 C413 404 096E 100.00 112.76 Mar.1962 C413 404 706E 100.00 109.96 Apr.1962 C414 395 211E 100.00 109.96 Nov.1963 D83 845 098E 500.00 515.20 Oct.1966 C467 824 041E 100.00 91.80 Nov..1966 C470 396 338E 100.00 .91.80 Nov.1966 C470 396 341E 100.00 91.80 Dec.1967 C483 811 971E 100.00 86.00 Dec.1967'C483 811 972E 100.00 86.00 Dec.1967 C483 811 973E 100.00 86.00 Aug.1968 C489 343 598E 100.00 84.12 Oct.1968 C491 578 470E 100.00 84.12 Dec.1966 L691 600 500E 50.00 44.92 Feb.1967 L691 600 842E 50.00 44.92 Sep.1967 L720 161 857E 50.00 43.94 Sep.1967 L720 158 123E 50.00 43.94 Sep.1967 L708 007 340E 50.00 43.94 Oct.1967 L722 677 767E 50.00 43.94 Oct.1967 L722 654 604E 50.00 43.94 Nov.1967 L715 173 203E 50.00 .43.94 Nov.1967 L724 449 098E 50.00 43.94 Nov.1967 L725 782 634E 50.00 43.94 Dec.1967 L726 407 696E 50.00 43.00 Dec.1967 L726 359 884E 50.00 43.00 Dec.1967 L726 410 312E 50.00 43.00 Jan.1968 L727 652 269E 50.00 43.00 .Jan.1968 L727 655 914E 50.00 43.00 Feb.1968 L731 492 476E 50.00 43.00 Feb.1968 L731 429 385E 50.00 43.00 Mar.1968 L731 627 228E 50.00 43.00 Mar.1968 L731 632 044E 50.00 ..43.00 Apr.1968 L731 635 428E 50.00 43.00 Apr.1968 L731 638 592E 50.00 43.00 May 1968 L733 170 801E 50.00 43.00 May 1968 L733 173 760E 50.00 43.00 May 1968 L 733 176 59DE 50.00 43.00 Jun.1968 L736 969 369E 50.00 42.06 Jun.1968 L737 095 084E 50.00 42.06 Aug.1968 L727 180 946E 50.00 42.06 Nov.1968 L738 483 831E 50.00 .42.06 '"1968Nov.L738 483 837E 50.00 42.06, Nov.1968 L738 483 841E 50.00 42.06 Dec.1968 L738 483 848E 50.00 41.18 Jan.1969 L749 757 867E 50.00 41.18 Jan.1969 L749 757 870E 50.00 41.18 Dec.1968 L749 757 856E 50.00 41.18 May 1969 L749757 896E 50.00 41.18 ~,..~Oct.1968 L7384'83 828E 50.00 42.06 -/~---- U.S.SAVINGS BONDS -SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date of Issue Certificate No.Amount Value At Death (Nov.5,1971) July 1968 L727 180 943E $50.00 $42.06 .Sept 1968 L738 483 811E 50.00 42.06 Sep.1968 L738 483 815E 50.00 42.06 May 1956 Q 1 259 238 208E 25.00 32.60 June 1956 Q 1 278 291 368E 25.00 32.68 July 1956 Q 1 278 301 992E 25.00 32.68 $3,542.8'6 U.S.SAVINGS BONDS -FREEDOM SHARE REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER 11I! }, :1I II I f( ! Date Of Issue Certificate No.Amount Value at Death (Nov.5,1971) Aug.1968 ,e21 727 100.00 Oct.1968 C 813 187 100.00 July 1968 L 2 139 576 50.00 Aug.1968 L 2 139 577 50.00 Sept.1968 L 2 139 578 50.00 Sept.1968 L 2 139 579 50.00 Oct.1968 L 2 139 580 50.00 Nov.'1968 L 2 139 581 50.00 Nov.1968 L 2 139 582 50.00 Nov.1968 L 2 139 583 50.00 Dec.1968 L 2 139 584 50.00 Dec.1968 L 2 139 585 50.00 Jan.1969 L 2 139 586 50.00 Jan.1969 L 2 139 587 50.00 May 1969 L 2 139 588 50.00 92.56 92.56 46.28 46.28 46.28 46.28 46.28 46.28 46.28 46.28 45.12 45.12 45.12 45.12 45.12 $780.96 1.____ (Individual) \ STATE OF CALIFORNIA }55. __~S~a~n.:....:M.::a:.:t:.:e:.:o:-.-_COUNTY OF January 12,1973 before me,the undersigned,a Notary Public in and for said t On -.-:::.===-:::.--....::d~~~~~~-JP;a~]i]11a~=£Sl.cc:J:bL1L:jLCcbhtt.£e~r:-----------------. State,personally appeare - v~,...._._....__.._.._. t the above account ,---------- i~~-=======---:--~_:_-----------'known to me \II -subscribed'~to be the person --whose name---d-h--she ':V'NrN'.['.,I.....,'J'-h'V'N.N'r!'t>..V~ Iii to the within instrument and acknowledge t at_-=::.='----.~@J"OFFICIAL SEAL ~ t executed ame.'I"W·"'~,SHARON M.EICHINGER :i'and and official seal."'''',:",};NOIARY PUBLIC'CALLor:N:A ..:.'i.tI SAN MATEO COUN1Y .. "'-J--'_;lll'-Ao-J ....My Comrr.iiSion Expirlll l.1ar.7.1975 (I'\;:=::=.~~~~~~~~~~~~,~....v,.",n·.1VV'.,r'~ (This area for official n~ta~ia:..l::.:se::..I::...)-----~••••------------------- L._ Washington County,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 Court,as evidence by proofs thereof filed to No....w.3..-:...1.?.-::...L.._.......__ Witness my hand and official seal this_._...£__._.__.._._..... ~-z.'4dayof__._______..__-.-..--..--19...1.=.. ......................~~ Register of WiIlS® ~Q) I=l ....011 ClIi 0 ~!....I:l;:l0iit) t)-< ...,1 Q): I=li r:..ClIi 0 1-)1 ril ClI!_: Eo<~i-<.-l Eo< _: ClIrnClI;I=lril~i .... Q)!~ I=li '00.0 I=lClI:ClI~l ..., ...,:{/) Q):~ I=l:.... Z ClI:~ 1-)' ......,...s::;:l d o:l0.., Co)~1:10='Q)0,Q ....<:.> ~I ..,0 <:.> 0 <.....!I:l...•S't:I Q) Q)c:5 >......,-H >.1:1Q)10 ;....l Q) rn '<3 41:1<D ......iE 0 ~A ....0 ..,t..,~~<I:l <IJ.::l r;i10 ...., <:.>'t:I ~:<:.>I:l ClIio:l o:l ~;I ')....1:1 ...~i \..~:a l'i <D .--/..,..,.9 rn'~..,'M ., 0 <tl ~i..,<D S <D,~i:':,Q ,=.., 0 ""oiI'i ~I'i0 Q): 't:I <:.>°iI:l ....<0>0,...."" '~... ".\:. I I I; ~, "'~ The Court is respectfu II y requested to determine proper distribution in this estate. Counsel for Accountant IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION in Re: Estate of JANET WAGNER a/k/a JANET M.WAGNER Term 'or;'.,.T.>'" FIRST AND FINAL ACCOUNT OF HARRIET FERGUSON AND PAULA SCHLICHTER,EXCUTRICES PRINCIPAL -PERSONALITY The Accountants charge themselves with the a~ount of personal estate principal as follows: Amount shown by Inventory $'42,283.94 The Accountants charge themselves with the amount of -, personal estate principal,property of Decedant,held in the joint names of decedant and daughters,for accommodation purposes,as follows: Saving Account held in ~ame of..Janet Wagner or Paula Schlichter,Mother and Daughter in the Donora Office of Mellon National Bank and Trust Company, said account having been established December 26, 1969.$151,310.02 Checking Account held in name of Janet Wagner or Harriet Ferguson,Mother and Daughter,in the Donora Office of Mellon National Bank and Trust Company,said Account having been established May 13,1970.$1,636.75 Three-Five hundred dollars United States Savings Bonds -Series H.Registered in the name of Mrs.Janet Wagner and Harriet Ferguson,Mother and Daughter,~he .bpnds being dated February 1962. Five-One thousand dollar United States saving Bonds-Series H.Registered in the name of Mrs. Janet Wagner and Harriet Ferguson,Mother and Daughter,the bonds being dated February 1962. TOTAL PERSONAL ESTATE CREDITS AND DISBURSEMENTS $1,500.00 $5,000.00 $201,730.71 The Accountants claims credit for the following expen- ditures a'nd disbursements: 11/28/71 Elizabeth Henderson -Services rendered decedent during illness $1,000.00 11 /28/71 Agnes Caldwell -Services rendered de- cedent during illness 11/28/71 Jean Weanie -Services rendered dece- dent during illness 11/28/71 Ellen Perri -Services rendered dece- dent during illness 11/28/71 Lawson-Rabe Funeral Home Services 11/28/71 West Penn Power Co -Electric 11/28/71 Mon Valley Memorial Park Cemetery charges 11/28/71 Ada Stewart -Nursing services 11/28/71 Women Association Calvary Presby- terian Church -Services 11/28/71 Emmanuel Baptist Church -Services 10/20/72 Internal Revenue Service~Federal Estate Tax 4/7 /72 Internal Revenue Service -1971 Income Tax 4/17/72 Commonwealth of Pennsylvania,- 1971 Income Tax 1,000.00 1,000.00 1,000.00 2,454.99 5.80 150.00 155.00 25.00 25.00 28,658.79 1,078.00 \,;92.79 1/8/73 118/73 Geo.O.Frazier-Costs advanced,as follows: Register of Wills-Letters Testamentory $50.00 Proofs of Publication of Death Notice 26.50 Register of Wills -Filing inventory 25.00 Geo.O.Frazier's -Attorney Fees, including Federal Estate Tax report TOTAL RECAPITULATION Principal -Personalty Credits and Disbursements Balance 101.50 4,500.00 $41,246.87 $201,730.71 41,246.87 $160,483.84 .STATE OF PENNSYLVANIA, ~N2Cmt~ BUCKS COUNTY, ~55: .~- ",' The within named Accountant being duly sworn according to law,depose and say that the above account a~'stated is true and correct as $.t1J~;;;verily believe, -. Sworn qnd subscribed before me this /~.?A':. da;of J~J:)..IA~!y 19.7.~. ~2£~r------------- UPPfR SOUTHAMPTON TOWNSHIP ...'-8UCKS'(;VUtHy MY COMMtSSJON'EXPIRES AUG.13.1974 ~~.(/ Harriet ~e·rg'on..'-'... Wa1shington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No &.3:::..;Z.~-=/.. i,•,Witness my hand and official 'Seal this ~_ . ...; .~ o+-' 37l'l ~J I.,,_!jd! dayof ~19.7.$.. ---~-~@ -.--.--_.~ !"E ~!.5!§ :0 ~ :<:>~.Ii ~~,>,i+->.I>.+->:cp<!e~i~tN ~~Q)!.....:t'l:,. cd:........... 1-4'~!·I'(~61 0; Q):~'0:~ l!......lI \.....~..I...~.'" f"Uc ~;:t 1 ~\J n:'l 0'\....J ~...'"'-....io-...•t (~.1\t j (..; ~,EG1::~TEP.Of WILLS •S,!,tj,,···"'\.1 ('0 !)A\Jt\:.I'"I U1'1 \(.,'.. c:::"_ 1-4Q) !=lb1)...0cd,+-'~!~:::l0.:<:> ~i <:>~ +->, Q): !=l'cd'f-)! rd!!=l!-,1-4',.!&[0:~,co!Q)['-.:rd:cd;::f:+->: s:l'~..ci 1-4!~j 1-4'u,co!Q),Q)!.....:Q)' !=l'rot ~:d!u!oa u,.....:!=l'+->,J.!'rd,rdj Q):(J)!+->:~i .....,rd!:j,+->:u!co,1-4,~:+->,1-4,I-t;:j!Q),Q):rd'rd,~,!=l,.....: rdi ~i ~~[rzlif-)' ,---- ... L ,. Of_I .•.,-...A_¢-J ,, =---------",...,..: ,. j.. • i ~) .,.-..... -;l ,.. .t' " 'Ii .~..~' "'--- The Court is respectfu Ily requested to determine proper di'stribution in this esto't~A~.([]\.JA--c~J~ Counsel for ACc!c)~Jnton't Washington County ReportS Washington,Pennsvlvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJ1 legal periodical for said Washington County,published weekly having 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 r~gular issues on the following dates: ........~~y..~~~.!~~??.I !.2?..!. Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those - having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •• •••• •• •••••• ••• WAGNER.JANET.a/k/a JANET M.WAGNER.Dec·d. Late of Donora.Washington CountyPenna.' Executrices:Harriet Ferguson.1389RothleyAvenue;Roslyn.Pa.19001 Paula.'Yagner Schlicter.6703 Moda-64~~2DrIve.N.W.,Kansas City.Mo. Atto~ney:Geo.O.Frazier.Thomas- FrazIer Bldg.,Donora.Pa.15033 I December 2 1971.............................................".. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ::g~~,oI~>ff;d.vn"W:~~::~:Kb~ ~--":"':""'~Editor Sworn to and subscribed before ~-~ .....?.~.~day of P.~.~.~.~!?.~.~,19 ?.~..cf#.,.L.~-~1~N:~;,,~ JOSEPHINE T.SCIAMANNA Notary Public.Washington.Washington Co. My Commission Ex~ires July 1,1974 ~11 t4c <trnurt nf <trnmmn11 'lcus nf lIus4i119tnn <trnunty (@rp4uns'<trnurt mintstnn J In the mllitter of the Audit of Account in Estate of.-,--=J,-a,--n=c.e..:.t_W~a--=g_n--,e_r_a...:/,--k-=-/_a { Janet M.Wagner TO THE AUDITING JUDGE: /9V my AccountantsEnter--'-.appearance for _ /l'day of__M_a_r_c_h ,19~ N.B.-Counsel shall,by separlllte paper,present a concise statement of each claim,wHh supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No._/1;2 2-¢;19V l7 In re Audit of Account in Esta;te of Janet Wagner a/k/a Janet M.Wagner AUDIT 'rartipr fnr !\pprarattrr FOR Accountants ·Vd ..O~NQ1~N\HSVfo\' Sllt~\:10 'B31S\~3ti ONlBVki lT3s,Sm.i I Geo.O.Frazier,q;l'\td fi;h~\l tl,Attorney tG3ll.:l ~2 ;, THE DAILY H'ERALD MONONGAHELA,PA.· PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25)' County of Washington Iss: State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state. Mr.S !\F...D.eSantis ,who,being duly sworn,deposes and says:thaLshe is the bo.okke.eper.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 advertiseme.nt,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: .. ..~r'...----_".iJ~....__~_ Legai Adve;tising EXECUTRICES NOTICE Estate of Janet Wagner a/k/a .lanet M.Wa~ner deceased.late ofPonora.Washmgton County.Penna.Letters testamentary upon theaboveestate.having been grantedtotheunderSIgned,notice is hereby gll'en !o thos.e indebted thereto to:make unmedlate payment and tothosehayingclaimsorde:Uands topresentthen",'for settlement•....Harnet Ferguson' 1389 .Rothley Avenue'"Rosyln,Pa.19001 Paula Wagner Schlicter6703ModawayDriveN WKansasCit.Y.Mo.~152'•.Geo.O.Frazier.AttorneyThomas-Frazier Bldg.Donora.Pa.15033 Nov.17.24;Dec.1.1971 ----.•,--_•••._"~~-=---~--_. }, 'j1 ..NQy.~mb..e.:r l.7.,24 and De..c.ember...l.,1.9-7l :. ....~.~Qg~B:~.Q~..J!.QJ.J.Q~.:~.~.t.a.t.~....Q.f.....J.:~.mrt.J\J.QgD.~;r_.~/k/~!Isw..~t.M }lagner. that the affiant or the corporation in behalf of which ~h~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:~.~~~...~~.~.~ ibed before me this .U"HERn'Notary Public. C REiD DO 1:1,I ( ........197.1..M~NONG/l.H£L['\,WA~HINGTON C~07;~ My Commis$ion el<\lIfaS July ~91 . ................~~ tarv Public ... j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNi. ORPHANS'COURT DIVISION The Honorable',RICHARD DiSALLE,Presiding Judge IJ IN RE:Estate of JANET M.WAGNER,a/k/a JANET WAGNER, ~Deceased.z0(>..J>-l/lZ Z \IIDo ioI-~BEFORE: J: Ul 0( ~ ( ) ( )No.1122 of 1971 ( ) ( HEARING ON AUDIT ,,• I ~~APPEARANCES: I-l/lo ..J0( ~o::>., ~TIME:r-N GEORGE O.FRAZIER,Esquire,of Donora,Pa., representing the Accountants. Monday,March 19,1973,at 1:30 P.M.,EST if the Court please,together with election to take in kind,and all other required papers,and also a copy of the Federal Estate Tax.I' lfiQ: ~THEQ:oDo~MR. I-Q: ::>ou ..J« uii: ll.o COURT: FRAZIER: The estate of Janet M.Wagner.Mr.Fraz er? I have all the papers in this estate, THE COURT:Is anyone interested in the estate of Janet M.Wqgner,also known as Janet Wagner? (NO BE SPONSE ) THE COURT:The audit is closed. (AUDIT CLOSED ) 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 of the same. The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. J. \.' ~,.of(':,,J.\.J.i."'"'\.~ ..........>,. ::r ~ r..e.- Ll en LIJ. J b-'f ., .-J oa: ~-.;'..C"'?. "t-.,...~~,,~., =..J:-... ", J,.,,"'.,,.--' " --...-~-.... ...~. ." ,.'~•< It." .JJ ,." : '.J "....,.! ,• /I J ~u :tlJt Q!nm nf Q!nmmnu 'ltus nf lfus4iugtnu Q!numy, 'tuullylnuuiu,(@rp1]uull'Q!nurt iinilllnU ESTATE OF 63-71-1122No.__--'-_ Janet~agner,a/k/a JaneL M.Wagner, Deceased. ( } ) I In the matter ofthe First and Final Account of Harriet Ferguson and Paula Schlichter,Executrices ADJUDICATION AND DECREE And now May 9/1;,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due cons i deration ther,epf pfAtheobGllance for distribution in the hands of the Accountant is determined to be $101,1,±1.11.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 disr~bution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. By the Court,cL..dlL~J. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debits -Audit Additional credits -Audit Additional credit -County personal property taxBalance'_ 830.65 145.00 28.48 $160,483.84 $161,314.49 $161,169.49 $161,141.01 17000.00 3542.86 780.96 42283.94 107.50 1092.00 Deduct Clerk's Costs &Receipt~s _ $161,033.51 Attorney George O.Frazier Qw:&.~tb7,5O Russell Marino,Agent,transfer inheritance tax$1766.60 ~;l~/?7-3 Interest from 8/5/72 to 6/5/73,.t:r 3//8/7<1--8&53 ~'~'IL\I\~OO ~~ /7/.7//9 3 t...3/~159,178.58 cJ.C Harriet Ferguson and Paula Wagner Schlichter,each an ~tf.3K.d/(~.rYI) undivided 1/2 interest as tenants in common,in the ~./~/17tL following assets awarded in kind at the appraised values ~9Jt.~~ per Elections filed: 50 Shares Com.-Greyhound Corp.$1075.00 155 Shares Com.-U.S.Radium Corp.798.25 207 Shares Com.-J.C.Penney Corp.13894.87 53 Shares Com.-United Penn Corp.1643.00 26 Shares Com.-First National Bk.of Wilkes Barre 26 Shares Com.-First National Bk.of Eastern Penna.1092.00 $2,000 Debenture Bond -Jones &Laughlin Ind.1365.00 5 Time Certificate of Deposit -Miners Natl. Bk.of Wilkes Barre 56 U.S.Saving Bond Series E. 15 U.S.Saving Bonds -Freedom Share $116,894.64 Harriet Ferguson,1/2 residue,Accountants to take cred t for advanced distribution of $30,000.00,58447.32 Paula Wagner Schlichter,1/2 residue,Accountants to take credit for advanced distribution of $30,000.00,58447.32 No balance JUDGE'S CHAMBERS ORPHANS'COURT TWENTY.SEVENTH JUDICIAL DISTRICT OF PENNSYLVANIA WASHINGTON,PENNSYLVANIA May 9,1973 George o.Frazier.Esquire Thomas -Frazier BuUdlnq Donora,Pennsylvania 15033 In Re:Estate of lanet Waqner,Deceased. __No.63-71-1122 Dear Oeorge: The adJudtcation decree to the above estate has beeo signed and a copy of the decree ts enclosed.The distribution decree only sets forth the estate liability for inheritance tax and I suggest that you arranqe with the Inheritance Tax Office tn Washington Trust BuUding, Washington,Pennsylvania,to pay the lndlvidualllabUlty of the co-owner of the Jo\nt assets.' The personal property tax reeeipt you left with me is enclosed. Very truly yours. /s/Jay W.Troutman, I lay W.Troutman,Audit Clerk 1WT/vh Enclosures cc:Andrew Merva,Supervisor PA.Inheritance Tax Office J .......i l '., t, <;> {;' •1 No.,liZit-:;/97/ Estate of Janet Wagner a/k/a Janet M.Wagner Deceased Notice of Audit and Election to TakWp.Kind~qC;o bid -->m::O U>G")C:;:x r::t:-U>:;po -(f)(j')-e r~-!Z-li"'!••. ~-,m ,-~~-i ~i-V ...~c.""0 ...~....c.-'i :~-....,n ::E ;;..........rO·::0 r-.J.--_...•r....."...-0 ""'-»~o ..&:'..,....,, GEORGE O.FRAZIER ATTORNEY AT LAW DONORA,PENNSYLVANIA ~ 1 " ~" ~J'" I': I, .\.,I ...-.l.:f'" c / I / <-:: ~ ll ."." (~ \) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION In Re:Estate of Janet Wagner a/k/a Janet M.Wagner Deceased No.I/~:Z-9'/1v {J I,Harriet Ferguson,one of the residuary legatees in the above Estate, do hereby acknowledge to have received a copy of the Inventory,Account and Audit Petition in the above Estate,and acknowledge that I have received an ad- vancement of $30,000.00 from said estate as shown by said Audit Petition. I do further hereby agree to accept in kind my undivided one-half ->interest in the following assets held in kind at the appraised value thereof,as part of my distribative share of said Estate. Assets held in kind as shown by Inventory 50 Shares Common -Greyhound Corp. 155 Shares Common -U.S.Radium Corp. 207 Shares Common -J.C.Penney Corp. 53 Shares Common -United Penn Corp. 26 Shares Common -Fir'st National Bk.of Wilkes Barre 26 Shares Common -First National Bk.of Eastern Penna. $2,000 Debenture Bond -Jones &Laughlen Ind. 5 Time Certificate of Deposit -Miners Natl.Bk.of Wilkes Barre 56 U.S.Saving Bonds series E 15 U.S.Saving Bonds -Freedom Share TOTAL Appraised Value $1,075.00 798.25 13,894.87 1,643.00 1,092.00 1,092.00 1,365.00 17,000.00 3,542.86 780.96 $42,283.94 --------~.&.;:;~H-=a..:;r.:::r::..;l~.e~~~~~:....g-u-s-o-n-------~SEAL) Witness ~X'13~&< / No.I/;;:J..2/9 71 /) Estate of ....~((: e.1,0' ,,: ',' ~ f r~ (.~ d '\ Janet Wagner a/k/a Janet M.Wagner Deceased Notice of Audit and Election to Take~InXind -I' -~~~>m::t:l<:nC")c::::z ..--.:z:-en ;:po } -(f)(f)-ce Z -1 rn rnG)rn t-- ~::Xl ;---.0o .t .."';z~:::-0 .. o :..~-o:::E;v ..- --/"'V.,.,..-0,- ><:nC>-t:="- o GEORGE O.FRAZIERI..'----I A~ORNEY AT LAWLI"DONORA.PENNSYLVANIA .., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVAN.IA ORPHANS COURT DIVISION In Re:Estate of Janet Wagner a/k/a Janet M.Wagner Deceased No.I(~z-,~/17/ I I,Paula Wagner Schlichter,one of the residuary legatees in the above Estate,do hereby acknowledge to have received a copy of the inventory,Account and Audit petition in the above Estate,and acknowledge that I have received an advancement of $30,000.00 from said estate as shown by said Audit Petition. I do further fiereby agree to accept in kind my undivided one-half; interest in the following assets held in kind at the apprai,sed value there of,as part of my distribative share of said Estate. $42,283.94 Appraised Value $1,075.00 798.25 13,894.87 1,643.00 1,092.00 1,092.00 1,365.00 17,000.00 3,542.86 780.96 TOTAL Assets held in kind as shown by InventorY:.1 50 Shares Common -Greyhound Corp. 155 Shares Com.m.on -U.S.Radium.Corp. 207 Shares Common -J.C.Penney Corp. 53 Shares Common -United Penn Corp. 26 Shares Comtnon -First National Bk,.of Wilkes J6arre 26 Shares Common -First National Bk.of Eastern Penna. $2,000 Debenture Bond -Jones &Laughlin Ind. 5 Time Certificate of Deposit -Miners Nat!.Bk.of Wilkes Barre 56 U.S.Saving Bond Series E 15 U.S.Saving Bonds -Freedom Share _!Z.:=.?uda.~_VA~·~I<~~~~~~::::;,,::'=b-(SEAL) Paula WagnbSChhchter 3Jn tl1p OOrp~an.6'<!tnurt nf ma.6~ingtnn aLnunty IN THE MATTER OF THE AUDIT OF ACCOUNT Janet Wagner In re Estate oLJ~lagrte.~.,~.~n.e.~~.!~!~/~No..6J~.7.l.~l.:l;~?.+.~.'ti ~m,19.TJ ,AA H~.~;r;>.i~.t.:e~;r;'g~.~.9~~..~~~+.~~.~~.~~.~~~.~~.~'-._.~~.~~.!g.~9;r.g~..9.~:er.~~J~~,A~.'ti.y..! ~Date of death }~9.Y..~5..,..)·.9.1)Date of filing Inver.ltory Appraisement..D.ao.o.7..,19.72.. ~ TO THE AUDITING JUDGE: Enter my appearance for,Personal Property Tax Due.,:Washington County,viz: IT E M Valuation 1973 SO sh Greyhound Gorp @ 18.375 918.75 v 1972 50 sh Grevhound Corn @ 21.00 10S0.00 I 1971 50 sh Greyhound Corp @ 16.125 806.25 1970 So sh Gre:.vhound Corn @ 16.621:)831.25 1969 50 sh Greyhou nd Corp @ 2~.87t;1193.75 1968 50 sh Grevhou,nd ,Corn @ 22.17c;1118.7S. '. I 1.. -I Inventory Assessment 12'10 Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6'70 Interest Total Claim 1973 -3.68 Bio alse.i.~O920None·920 .------18 19 72 1050 None 1050 ---4.20 .42 .12 4.74 1971 805 None 805 ---3.22 .J2 .36 3.90 19 70 830 None 830 ---3.32 .11 .60 4.25 1969 1191:)None 1195 QQQ 11.78 ,1.8 .811 6.10 1968 1115 None IllS)---l.i.l.i6 .l.ic;1.08 S.99 -TOTAL CLAIM 28.48 The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. J .........$.~.~day of ~~]:?~~.~~Y...........19.~7.3..A.V.CAPANO,Solicitor I ,No~J::1J:.~,Jf!?....J~.~....CJ.1frrm,19..7.'J.....,AA I .In re Audit of Account in Estate of ..........\i~Q~~.,c!.~~?;'~.l!. FILED. ~I3 "!~V '9 'P'ffl ~I~~ '.Dll~~r1"'Ml.)(IMi\n~~n·\i;f·"...~~'l..~~r~.;.4\n~1·il'\\Q -REGlSTER iO:r 'WlttS WA,SiPnN'GT'ON co.•iPA.; 1,/ t.l '--I I :'..I " '.., 'j "I\~0' \ .J ' lrr i.;. AUDIT Jrarripr for 1\ppraranrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX ,, Q • A.V.CAPANO, Solicitor '-'9 .. ,. ., 1', --' .....\ .l"orm RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .....w.~.f3.~;~gJq.~!.P~.,. I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary the Inheritance and Estate Tax Act of 1961.) _J..~.~.~.t.~.:.:~:::.:~::.:~J:::.:.~::gne.r };:::UA:~::F (State full name of decedent) Late of W.a.shingt.on County ~ California Penna. state of ~~.~}San Mateo ss: County of ~~. ............................:IC~.~.~~.~.g~.~.E ..~~.~!.~..~.~!.~E _...........~. ~ir of the estate of the above-named decedent being duly sworn.depose of Revenue.(Section 703 of ........................................Eueutoxrix and say Decedent dJed N.Qv.:.embe(~;~.th)....iie;;19'(L!~)""{:::::::t~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to .- whom all correspondence should be . mailed. ........G~..q'-Q.•....F.~.9...?!.ie.;r...J Att.Q.:r..n..ey....................... . ......ThQJ::X1Cl13 .~XX Ct..z.J~:r~Jq g.....PQP.,g..ri:l:.,:f'.e:t...,1~.'O'J:3.. That as such E~.~.f.!J.tr..i.~deponent is familiar with the affairs of said estate and the property con- II';xccu tor·Aclminislrat.or) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEORNAMESOFHOLDERSTODECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to }he date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the Uni ted States,or any staie;"o'r 'political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry;silverware,pic- tures,books,works 'of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together With the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent ))~- at the time of death,and all promissory notes or other instruments in writing for the payment of money ) of Which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face ~ value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. "_....,;,1..., ( ... In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the l;msiness as may be pertinent to a fair and just appraisal of the decedent'~interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which pa£ses at decedent's death by virtue of the exercise by decedent,either individually,orj9int!y with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrUment creating sucti power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Illlpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewi~h. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. • Subscribed and sworn to before me this ~.~.....~'f;IJt-.~~.YlidlIL ,/ ............)..~.~.Q §.~.~.~.S.~!t.~.~.~".. (StTeet Number) .............s.~.g M.9.:t~.Q.,c..~.Uf.Q.r.ni.~9.4.4..Q.2.. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, •securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. (Individual) STATE'OF CALIFORNIA } ____S_a_n_M_a_t_e_o_--,-___55.COUNTY OF ----------,known to me lU'Ii.lUyo"MNWIJllJ'rl\,...!'ohl'rl'rl'w·rl"raV.l'"....~ OFFICIAL SE;\;.;: SHARON M.EICHINGER ? NOTARY PUBLIC·CALI U.\I~j,'\t~~\-SAN MATEO COUN rv <. My Commission hpir.Mar.7,187S ~ ~."'·\I',;v.;y.J'M"Iti-r!t O October 2"1972n=--before me,the undersigned,a Notary Public in and for said State,personally appeared ~P~a~utJ1~a~W!.!....:a=_cg.::.n~e=:..r~S~c~h~1~i~c:::.;h=t.:::e.:r-----_ to be the persop __whose name subscribed to the within instrument and acknowledged that sheIexecutedthesame. t ,,":::::::..._a_n..:d~an~d~o~ffi~c~ia:::::I'Gs,,,e,a~I·L~~~•'.~• 5ignature_~~ r Name (Typed or Printed) (This area for official notarial seal) fII t !~ r f fiII I tt I' r r! (31 DEPARTMENT VALUATION CAUTION (Do not write In thIs space) (2) ESTIMATED MARKET VALUE (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH .SCHEDULE "A" REAL PROPERTY The real property located In the Commonw'3olth of P<'!'ln;;ylvania shouid be described by lot and block number,slreet and stre"t number,together with a general description of t!'le property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a- cres;also statement of mortgoge encumbrances '.!po"e,,-:h parcel at death of decedent.Taxes,assessments,occrued inyeresi'~n mer/gages,etc.,are to be listed on Schedule "F"and must nat be deducted from ihis schedule._.~--,-;.~..;;,;,;.:...:.;;,;,;.;.;;;.;:..-.:;~-+------....-------+------ Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as join I tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and th,.~estimated value should be that of the decedent's inf'erest only. R CC,34 (1-64) COMM~NWEALTH OF PENNSYLVANIA DEPARHI~NTOF REVENUE -SUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT None , 'M ." ,.. Insert this total opposite "real property"';'Sch·eilun.r:·'~A'~·'in the "As Reported"column on the la.st page of this return . xxxxx .'.I-_....;._....:.....:..._---:I.;..,;"...:..,;.__..........:...........----'-__~-----'----------- ~CC-35 COMMONWEALTH OF,PI·:~~NSYi,\AN.IA THANSFER INHEHIT:\l.;CE l'i\~ RESIDENT DEClmENT SCHEDULE "13" PEnSON AT..,Pl\OPERTY-_._.._-----_._-----_._-------------------------- INSTRUCTIONS:'1'111"~i'!il:dul,:1',:.:-;\.dIsclose all tangihle:and intangible personal property owned indivhiually by the clecednnt,i1::_.!.!!~~:~l:..::.~.!I;.S_.d,>I':.!::t'..Property owned by the decedent jointly with another or oUlel's must he listed lUHler ScJlcduJ.e liE".Intangible ,Personal property,titled in the name .of the decedent,but payable at death to anotller or others,including bu.t not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,lIi1.l:<,t be ]:i.stcd9 despite the fact that they are not of the aliministered estate. Tangible p"r'soiIIlJ prnperty sllould he listed first (e.g.jewelry,wearing apparel,household gOodS,ancl f'l.Irnish:i.l:gs,;Jooks,paintings,automobiles,boats,etc.) Intangihle personal pl'opel'ty,sl;~h as honds,treasury certificates,cash on hand and in bank, stocks,.mortguges,notes,t.ogether with ,t.ccrued interest or clividends,salaries or wages,insurance pay- able to the estflte oj'f'icllld.ilry ':n sll:irl c:apacity,partnership interests,interest in anyundistributed estate of 01'income from any propert.y held tTl trust under the Ylnl or agreement of another,even though located outside of'the St.at.e,at the time of death,should be listed in this schedule. ---T'------~-.~'4~-·.~.~--------..,....--_r_-----.....,-------- Item No. ITEM Li.s t .,"lid describe fl~lly PERSONAL ESTATE UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 50 155 207 53 26 26 2000. 5 56 'Shares common stock -The Greyhound Corpo;ration @ Shares common stock -United States Radium Corporation @ Shares common stock -J.C.Penney Inc,@ Shares common stock -United Penn Corpo- ration @ Shares common stock -First National Bank of Wilkes-Barre @ Shares common-stock -First National Bank of Eastern Penna.@ Jones &Laughlin Ind.(6 3/4 Debenture Bond- Dated April 30,1970 -Due April 1,1994 Miners National Bank of Wilkes-Barre -Time. Certificates of Deposit u.S.Savings Bonds -Series E -Registered in name of E.Paul Wagner and Janet M.Wagner, husband and wife.E.Paul Wagner having died on August 31,1969,title became vested in said Janet M.Wagner.See list attached hereto for value calculated by Donora Office of Mellon Natl.Bank. 21 1/ 7 3/4 67 1/ 31 42 42 13,894.87 1.365:00 I~j 17.000.00r~J 3,542.86 /tJ 70.o(()) 7Cj(.if j 3 X'14 I fJJ. t7C>OO,O{) ) 15 U.S.Savings Bonds -Freedom Share -Register d in name of E.Paul Wagner and Janet M.Wagner husband and wife.E.Paul Wagner,having died on August 31,1969,title became vested in said Janet M.Wagner.See list attached hereto for value calculated by Donora Office of Mellon Nat!.Bank.780.96 Insert this total oppos!te "Personal Property",Schedule "B"in the "As !levorted"colunm an the last page of this return. x X 42,283.94 U.S.SAVINGS BONDS -SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date of Is sue Certificate No.Amount Value At Death (Nov.5,1971 ) Dec.'1961 C411 982 978E $100.00 $112.76 ,/ Jan.1962 C411 983 911E 100.00 112.16 ./" Feb.1962 C413 404 096E 100.00 112.76 ,/ Mar.1962 C413 404 706E 100.00 109.96 ./ Apr.1962 C414 395 211E 100.00 109.96 v Nov.1963 D83 845 098E .500.00 515.20 v iII 91.80 / I Oct.1966 C467 824 041E 100.00 I Nov.1.966 C470 396 338E 100.00 :91.80 v-! Nov.1966 C470 396 341E 100.00 91.80 v"I.Dec.1967 C483 811 971E 100.00 86.00 v I Dec.1967 C483 811 972E 100.00 86.00./I. Dec.1967 C483 811 973E 100.00 86.00 ./ 1\ Aug.1968 C489 343 598E 100.00 84.'12 ./ flOct.1968 C491 578 470E 100.00 84.12 v It Dec.1966 L691 600 500E 50.00 44.92 v Iv Feb.1967 L691 600 842E 50.00 44.92 , ISep.1967 L720 161 857E 50.00 43.94 v ri Sep.1967 .L720 158 123E 50.00 43.94 ./~II Sep.1967 L708 007 340E 50.00 43.94 v Oct.1967 L722 677 767E 50.00 43.94 v Oct.1967 L722 654 604E 50.00 43.94 -./ Nov.1967 L715 173 203E 50.00 43.94 v Nov.1967 L724449 098E .50.00 43.94 ;/ Nov.1967 L725 782 634E 50.00 43.94 v f Dec.1967 L726 407 696E 50.00 43.00 ./IDec.1967 L726 359 884E 50.00 43.00 v 1967 L726 410 312E 43.00 v i.Dec.50.00 Jan.1968 L727 652 269E 50.00 43.00 / Jan.1968 L727 655 914E 50.00 43.00 /' Feb.1968 L731 492 476E 50.00 43.00 / Feb.1968 L731 429 385E 50.00 43.00 ./ .Mar.1968 .L731 627 228E 50.00 43.00 ./ t!Mar.1968 L731 632 044E 50.00 "..43.00 v Apr.1968 L731 635 428E 50.00 43.00/-tApr.1968 L731 638 592E 50.00 43.00 . tMay1968L733170801E50.00 43.00 / May 1968 L733 173 760E 50.00 43.00 /~ May 1968 L733 176 590E 43.00 /?50.00 Jun.1968 L736 969.369E 50.00 42.06 / Jun.1968 L737 095 084E 50.00 42.06 . Aug.1968 L727 180 946E 50.00 42..06 ,/ Nov.1968 L738 483 831E 50.00 A2.06 v Nov.1968 L738 483 837E .50.00 42;06 / Nov.1968 L738 483 841E 50.00 42.06 /' Dec.1968 L738 483 848E .50.00 41.18 ,/ Jan.1969 L749 757 867E 50.00 41.18 v Jan.1969 L749 757 870E 50.00 41.18 /"~Dec ..1968 L749 757 856E 50.00 41.18 /r May 1969 .L749 757 896E 50.00 41.18 v ,. f Oct.1968 L738483 828E 50.00 42.06 / ..::/.-=- U.S.SAVINGS BONDS '-SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date of Is sue Certificate No.Amount Value At Death (Nov.5,1971) July 1968 L727 180 943E $50.00 ,/$42.06 Sep.1968 L738 483 811E 50.00 0/42.06 Sep.1968 L738 483 815E 50.00 "./42.06 May 1956 Q 1 259 238 208E "25.00 V 32.60 June 1956 Q 1 278 291 368E 25.00 v 32.68 July 1956 Q 1 278 301 992E 25.00 ./32.68 $3,542.86 Aug.1968 C21 727 100.00 Oct.1968 C 813 187 100.00 July 1968 L 2 139 576 50.00 Aug.1968 L 2 139 577 50.00 Sept.1968 L 2 139 578 50.00 Sept.1968 L 2 139 579 50.00 Oct.1968 L 2 139 580 50.00 Nov.1968 L 2 139 581 50.00 Nov.1968 L 2 139 582 50.00 Nov.1968 L 2 139 583 50.00 Dec.1968 L 2 139 584 50.00 Dec.1968 L 2 139 585 50.00 Jan.1969 L 2 139 586 50.00 Jan.1969 L 2 139 587 50.00 May 1969 L 2 139 588 50.00 U.S.SAVINGS BONDS -FREEDOM SHARE REGISTERED IN THE NAME OF...--.,-..... E.PAUL WAGNER OR JANET M.WAGNER Date Of Issue Certificate No.Amount 1 fII Value at Death t (Nov.5,1971 ) I· 92.56 /"f 92.56"/'f, /'i46.28 I46.28 V 46.28 -./I46.28 (/ 46.28 r/ 46.28 v 46.28 ./., 46.28 c/! 45.12 1/l 45.12 v·t 45.12 t/t 45.12 v tl 45.12 J l$780.96 ~i~i fII ! IF (1)Dirl decedent,within two years ofdco.th,make any tl'ansfer of any material part of his estate,without receiving a vlill.lable und adequate consideration tIl81'cf'or?(Answer yes or no)No (2)Did rlecerlent,within two years of death,transfer properLy from himself to himself and another or vtilers (illclurling a spouse)ill joint ownership?(Answer yes or no)Yes (3)If the answer to (1)or (2)~bove is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th.at time of making tile transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possihili ty lhat the property transferred might return to transferer or his estate or be subject to his power of rllsposition?(Answer yes or no)No (b)What was the transferee's I1.gf;;at time of decenent's death?_ (5)Did decedent in his lifetime make ll.ny transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death:. (a)The possession or enjoyment of or the right to income from tht'property transferred? (Answer yes or no)No (b)The right to rlesi.gnate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~~ (6)If the answer to (5)(b)above is in the llffirmative,state whether the right was reserved in decedent alone or others S~e Below . (7)Did decedent in .his lifetime make it transfer,the consideration for which was transferee's promise to pay income to 0'1'for the lJenefi t of eal'C of transferor?(Answer yes or no)_ (8)Did decedent,at any time,transfe:-property,the beneficial enjoyment of which was subject to Change, because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms of transfer or by operation of lull''?(.:\..nswer yes or no)__ (9)If the answer to (8)above is in tlte affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at rlate of death,dates of transfers .ann to Whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if .trans- fers are claimed to be non-taxable,also submit detailen statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. RCC-,3b.. COMMO\,WEALTIl OF PENNSYLVANV.. THASSFEH niT·:!tITANCE TAX RESIDE\'T DECEIlENT SCH}i:nTJLT~"e" 1'Il-l;-.(SFEHS , I:iI ! It{ f i I\lI j, I II ITEM DESCRIPTION None Except as set forth in Schedule E. MARlillT VALUE' (Es timated). DEPT.VALUATION (Dept.Only) 6- Insert this tot!11 opposite "Transfers",Schedule "cn in the "As Reported"column on the last page of this return. ".,--..... RC~-38 -•COM\\I)·\'IVF.:\L'tH OF ~'ENNSYL\''\NIA -T!:'\N~l:VH [i\llFHI TANeE TAX Hr:SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPEfiTY l:'\STnl"CTIlHiS:'I'his scheou]e must disclose all property,real ann pel'sonal,ownen by the rlecedent jointly wi t.1I another or others,including intangibles,standing in the flame of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief oescription,as indicated tUider Schedule "A",plus the date and place of record of instrullIent effecting vestiture,but do not include entireties ,)r out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of aC'1uisi tion,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I uni t Address and Relationship of Co-Owners,and Place I Value of Recorrl of Instrument,-where Real Estate.I~.../- -A percentage Share Estate Valuation DEPARTtffiNT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Saving Account held in name of Janet.Wagner or Paula Schlicter,Mother and Daughter in tl e Donora Office of Mellon National Bank and Trust Company.said account.having been establishE d December 26,1969.~ .~,:. Checking Account h.eld in name of Janet Wagn ~r or Harriet Ferguson,-Mother and Daughter,'n the Donora Office of Mellon National Bank anc Trust Company,said Account having been est- ablished May 13,..1970.~. .--. Total -~f~5f,310.02 t-;;!fr ,~1,636.75 152,946.77 /5'1 31 0 /()lJ )I I.- I I)(g3~·751 , i Three -Five hundred dollars United States Saving Bonds -Series H.Registered in the name of Mrs.Janet Wagner and Harriet Ferguson,Mother and Daughter,the bonds being dated February 1962. Five -One thousand dollar United Saving Bonds -Series H.Registered in the name of Mrs.Janet Wagner and Harriet Ferguson, Mother and Daughter,the bonds being dated February 1962. 1,500.00 5,000.00 Total 1/2 of $6,500.00 taxable Total 6,500.00 3,250.00 156,196.77 \ _~-L-__..l ._----'L--,-__-+--+-" Insert this to tal oppo~ite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last pago of this return. ..... RC)C:'37'(12-63)''..:'Ol\(l\ION\\"EALTII OF PENNSYYLANIA rRANSFEI\lNIIEHITANCE TAX 1ESIDENT DECI::DENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFtatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY,e an interest,vested,contingent or other are involved,set STATE YES .IN ESTATE wise.in estate)forth this fact.)OR NO BIRTH over .: Harriet FerO'l1son DauQ'hter Yes 21 1/2 48 Boxwood Road r..h""t'rh,,illQ p",lAQhh . over 1 I')·Paula Schlichter Daughter Yes 21 1550 Seneca Lane San Mateo.Californi'"QA.A.()') Deponent further says that all the·above-named beneficiaries are living at this time ~X~ NAME DATE OF DEATH RESIDENCE .. l II OF THE ESTATE OF REPORT AND APPRAISAL ~IATIER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column (11.) 0 ~""d =c...'1:...4 ~~~0 ...~Vl '0 ::3 In ..- In :..-.a.~0 :::1 (;"::3 ""d~~... ~.c-t-...0:~In ""d'g~;< 0'"...... (b :0 0 ~:~'0 t%1 ~ '::I ... In ,...,..,(I)'<~,0..,.. ~~,11 ,0 !'d:(1),11 ,c-t-;< .; CIlc::~ ~:>::0 W CIl CIl -< (')(') ?'"?'"?'"II '-q ~~ Year . ~THE ~No. ....;rCl:P:~~..M.~...W.~gp,~.:r;:..9,./kl.a..J.anet...Wa.gnex Deceased Late of D.ono.ra............................................. . Will Administration Commonwealth of Pennsylvania .County of ..W.~.s.p.i;n.gJq;n... "V'd "08 N01~)NIHSvA' SlllA'.10 HJJ.SI~3tJ 0 ).1 ,~J.;I"~..~..,". , ,.....;i I I~I ~)SnH Geo.O.Frazier,Attorney Thoma§~Ft4t~f~rfld~ja 2L Donora,Fa.15033 I 0]-~I .J ~~~fI''f>9'f>9. . . . . .... . ..~'~:,: ;..0 ~~Z :~Z :> Do:~'0 :N b In:-::-,po"'::s ::0_~~l-":(I),N tD oS .....00.>.0..00 ~_ i::l:P'::l,N ~ ~~~;~[t-o:;....],,~_ ._, -w-w~-w~-w ~:~i lr-,:>~,,.-\,:""'-:;r........~,'<~:'N:,....,...".v:,,['0.:'~:.~.Il:_~:~:~:r.l'J:;:::")::""-,,(;.'oJ ,...-~:..::~:3~~:~~:~:~II "-''-.. .K:r--... -c '"'---"' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WAGNER (Last Name) JANET M.a/k/a (First Name)(Initial) DATE OF DEATH 11-5-71 FILE NO.63-71-1122 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \.vASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:December 15,1972 -J)/JLuL y~.~\() INHERITANCE TAX APPRAISE~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 42.283 94 156.196 77 198,480 71 NONE 198,480 71 $ 42 283 94 156 196 77 198.480 71 NONE 198,480 71 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$--------1--- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) ,Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities '.. . . . . . . . .$t= - ESTATE TAX ASSESSMENTS $. FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $@) Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $-------+--- $---..,..----+--- $-------+-- $-'-------+-- $..,----'------t--- $------_....1...-_- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.., Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::E== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----l AMOUNT OF ESTATE TAX ASSESSED $--------11- Estate tax paid $---JL- BALANCE DUE $---Jl- Add interest at rate of 6%from t= -------{to-----$-----~ TOTAL TAX BALANCE $------1PAID$..... FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No Year . IN THE .', MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..Y.,.N.'il;e:'I'...M:.'!W,A..~.:E.~..g~/q . Deceased Late of P9~.oR!\... County of~ASHINGTON..................... Commonwealth of Pennsylvania REPORT AND APPRAISAL I: I~ RCC-Bl (B-?:Il COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO j Inheritance Tax Division "38-221-1 I, i I SCHLICTER Ii I Signed, JANET M.~'1AGNER a/k/a (Executor~ NOTICE OF FILING OF APPRAISEM.ENT Estate of II __W_AS_H_I_N_G_TO_N County -Fi Ie No ..---,1:_6_3_-_7_1_-_1_1_2_2 _ II I HARRIET FERGUSON &;PAULA WAGNER 11:1 Re: This is not a bi II. DATE OF DEATH:November 5,1971 Note: Date,December 15,1972 Dear Ladies,iIi You are hereby notified that the~___'o'=<.r........i"l;lg""'i±n"-"a""'l=----+II--------- appraisement in the estate of JANET M.WAGNER II has been filed in the office of the Register of Wills of_W_A_S_HI_,..-;;.l,\J_G_T_O_N _ Count~on December 15 ,19 72,Said appraisement reif'ects the following valuations:III Real Estate .,..----+--- Personal Property 42,283.94 II T ransfers ....."....._ J 0 intiy Owned ..:!:1~5~6:.L,~1~9C.l::6!..ll.L!7C_!7~li--- T otal ----""'-1..«..98~,4=--:8"'-'°......__7'-"1'=-711 _ Ii As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpai~after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to Decemb,er 22,19,'.:65)from date of death, interest at the rate of six (6%)percent per annum is charged.i ! Any party in interest who is aggrieved by an appraisem~nt may appeal therefrom as provided by law.'.I d~d~&YJ~~.1,1,'.---r I Title ~""""_~=f-':::.._;;_-=::....-=-----"..Y---- Ii II I i I II II I I DATE ...P..E?~~~J.:?E?:J;J.?...!.~..?..?..?. COUNTY ~?l?.h~.~.9.!:.~!l .. FILE NO §..~.=..?~.:::::.~.~..?..?._.. }"onn RCC-2 DEBAR.Tl\JF?!T OF REVENUE BflRE~UOFCOUNTY COLLECTIONS HARRISBURG.PENNA.17 127 ~----------------------. COMMONWEALTH OF PENNSYLVAl"~IA• RESIDENT iNHERITANCE TAX APPRAISEMENT Whereas,J.AN.E.T M WAGN.ER AKA late of P.Q:N.QM .. in the County of .w.ASllJ;.N.G'rQN Commonwealth of Pennsylvania,having died on the X~.;t.h.day of ~.9..Y~~p..~.~19 ...?!seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;. Therefore,I,:f..~:E.;~~.~.~,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes-.. $ PERSONAL: SEE COpy OF SCHEDULE B ATTACHED TO APPRAISEMENT 42,283 94 .. JT.HELD:. ,.I SEE COpy OF SCHEDULE E ATTACHED TO .APPRAISEMENT 156,196 77 total 198,480 71 .. .. '.,, .t~·. • •~,I ,". .'I.:...".. .'"..'.'., '. ,.-. '... '. ;...-. ,. " '. .' Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this .J..ij~day of £).-P.--f.unzh'J/f:f;-··;.............................19...?~. ...........................................~~~~~~. (Number and Street>W~.............................................................................................................................,Penna. (P t Office) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............·::r~~T...~.~W~~.~g 9.-/J<:/9.-. Deceased. Late of DONORA...................................". Date of Death,.:L.J.::':'.~.'::".TL.. Appraisemeilt Docket Vol.,3.8.. Page,.~.~)..::::.:L.No..§.~.::::.7.:L..~.!.:L..~.~. Filed in Register's Office,.P§G..~.J.S..19 .72 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and.Approved,,. Wrote abo.ut Appraisement,: . "(~.d ":0'8 .N:Ol;)N\HS\1l~ $-;ll\W~:~"@ ·;'831S:\~3B. (Q.~\\'B:~J,~"1\1.3.3S.1\B ,;,.........,~ ... '1..i .Ap'peal /,,0»1 Apprai.wment,:,.:,.. Entered and charged,. ~·.h .1 ..\ld ·,6 :h~.Y £1, (,,a:-3 ""','\1·\:,',.... '''t::.~.•._$<"' ... "t,.. •:'4 'I::-:11 -.. .A.A. Docket 38-221-1JanetM.WAGNER ,a/k/a Janet WAGNER, IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA..~~~',II 71 ) Date of death ..........S"-,, In the matter of :bhe Audit of Account filed in the Estate of \No.1122 of 1971 Term.19 Decea...,j TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwea~th of PennsylVJaIlia.claiming transfer inheritance tax in Ilhe above estate,as follows: DR. To appraised Vialue of Estate:Realty___.__.._$_ Personalty___ _ _ _ _ _$_y_z,_~----W....~--=.,--=-r-.!:9----..:.l(,_r_ AdditioJ1lal Assets per Account,Subject 'to Tax _ _ ____- -$-:....._ AddItiona,1 Assets per Audit,Subject to Tax _ --$-.,-_ GROSS VALUE _ _ __.__$_----.'i<----L::-;2_~)..J.6-=.tLY'--".3!!.-//'-9L.:.¥;z::....-_ $J "iS':tJ (J $Itt 7·:)()-:~ $------- $------- $-------- CR. Debts and Expenses per Account;see Note Addttioml Debts and Expenses per Audit ) )$__~2"___"d.S_!.2.~,S-~{)_._ $--- TOTAL DEDUCTIONS,$'-L,):!J./..6 .r ~ Clea'r VaJue __. NOTE:The fonowing credits claimed in the Account are held not deductible G'S against the tax: ili-6 19~,71.Q~d.~ (/ ~/~~ IF ~fS!dQ\!C!l..\Q..':>:..--biQ -\-a-L 6~~~&,f.z,se,'7 Cj ~~C!.\-.L.la.cl CALCULATION Gross V.adue __~J./~;l,'-I-)--'.j.~i..!!!,J~.~qL..J.Lf~._ Less Deductions_.__._.._-"-_-J,<-<26,J~f---'¥~du..L...~S'~~'L-_ 2.9,4'~J,3' ~~~--~---- at ' .15').__ $------.,-- TAX PAID ON ACCOUNT Total Tax _.____...__.._..__..$---l.7~~.t tJ._ TOTAL TAX AND INTEREST DUE _..__"'__"__"'_"'_"'__'_$J gS,J.I f .3 Less amount previously pa~d _-$ $------ $--_._-- $------Balance i7$-/7.:;..Zj·····:il?77-j···············..···········-.---.$ $--------Interest__yrs.....Lf1.-mos.__days @~%--.-$ $------- / 7 ~C,t:.0 &~/3;)0_ .--.i '.Z0 Cl r0s:"s::II0>Z 111 ::E Cl 111 "t >111r-l TI l:"':I <f)<{J:TI 0 ~ 0 ......0-0 0 :II Z .....TI :II '"-ci ">~ c:::":f;:o 111 "«z 111 ~-l1-Z >:? ......-OZ II>:II C) 0 <>~ ...l ocl-r z< .....!uJ (!>>Cl 111 ... U uJ\-:;Z z <Q c.f)<f).-);Ic.f)_:I:~-:::>e,,:)(/) O::W« ~.Il> .....-l'YJ C::::3: ~> !.l...r- Q.~ .. '. ., ... ..'.. .~.' ." ,Personalty___._.._.____..-.---_-........$ .....'. Additional Assets per Account,Subject '10 Tax -.------.--.-=--_.----.---.$--------..:...--__ Addrliol'l~~ts per Audit,Subject to Tax_..-._-_..-..:-.-.-:-_..~-----.--..-.._...$_ GROSS VALUE _,,__.__,._.__. .__._--..-....-.....:.....---..$ TOTAL DEDUCTIONS.$__L-J.....:~'!~,(l-.--=.:.:/:.-/......:"..:...·•...:..-'.:...!.'.,~;:'-,J _ CR.. Debts and Expenses per Account;see Note Additional Debts and Expenses per Audit ).\ ) $!.:/s--;0" $.I /'J I s:(J •.."'!'~.<-.LL:·. $----- $_._----- $$ .$-- " " ---"--'-- CALCULATION Clear Value ..... Gross Valne .._....._...__.-'~2.,.,2.i.J ,'1 if Less Deductions _..__.-4Ic.....<<6'>........Lftyl./-!1._---'..:Jo.-T.:1""'-_ J;.0J../fL·3 ,36 Less amount previously p<"Iid :_._..__..$ Balance ·-;);-;7;;.-~---;;7s-Fi···--···--_··--·--·-.-......L_-1;;~,Lft7--' Interest__~'fs..1tL.-mos.__days @.5:....-%__._..:$'9!?,1--J,. ~9.38·..3/ TOTAL TAX AND INTEHEST DUE .._._.....__$~ff:.Lzj ... ¥-/J-lJ' ~1-/3 ~I . $------,--_._-- $------ $------- $------- $ /7!o{,.fa 0 Total Tax ._..._ TAX PAID ON ACCOUNT ;::~-----~---- at !-----------..--~.<)==------------ $ ab!e {at ------------- -------------------~/_}~.;::')----------_. .;I.... ./ ll-.J.Q...\!~\Q...Jed Q -\0.~O\-"b ~8,(z,S 8,"7 q _C2.'I-~\-..s...StC2.c..\ NOTE:The following-credits claimed in the Account are .held not dedyctible as against the tax:Jlj---6 I ~"r 7 7.',.'"....'1./~ RCC-49 (8-71) COMMONWEAL TH OF PENNSYLVhNIA "DEPARTMENT OF REVEN'UE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION IS r /D{o J -Estate of:--d Cl*ler LVFlG fJER Dote of Death L'/:;/71 County w..aStll~5TC'"T.'J:)38 ~J..~I., Bureau File No.l,.J -11·11'1..1.. Date ..n.14 c G 19 73 1.Taxable estate per U.S.Estate Tax Return,Form #706 N'~d.S·Cj "7 3 2.Taxable estate per final change in Federal Return dated $L2.C;l qQS·72. $------- 3.Amount of credit for State death taxes. As shown on return form or final change notice ($ '......---. As verified by computation 4.Penna.Inheritance Tax due and!or paid U"Y\\1 cc"$ ;...... 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total Iiabi lity for Penna.Estate Tax (3 -6)AJOA)<..• 8.Less:Previous payments on 0/c of Penna.Estate Tax Dote of payment Amount of Tax paid Amount of Interest paid $,------$------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from .to @6%per annum 11:Balance of Penna.Estate Tax and interest due as of _$======M=~=N=t-= Prepared by (DATE) Sub~(r n ReJt>re/\~1""C.r i"l\, UP6 h A.fC(>IPT tH=f'~Jt"Aoi.. QLtl S ,£,c;Le rtell. ..Ci<lb'Jui.th-Dur.JuPtIR. (TITLE)(NAME) .:LhH.To 1-PLc~~ GJ k.-,I ....iHIlCcTlu«.F-JTqrc. OF oA/1 ll.{,0 L<11~Ii"r~/lt',)r F/loh...l/~/11 Tv dQTc 0 F'pc.~~t'..r Reviewed and approved by _ Co P'-(Ie): Ge0 0 F'R.Q 1.I eIt ~o"'-tiS"~'2Il!'n BL.d t Doh6 fl.,~.,1$033 -..''''':".......''''~ ....,. P,..',··..... United States Estate Tax Return \' f,'e bJ ,7'./I J.."l (Rev.July 1971) Department of the Treasury Internal Revenue Service Estate of citizen or resident of the United States IRS use only Date received Estate of: Janet Wagner a/k/a Janet M.Wagner Address of decedenfat time of death (Number and street,city,State,and ZIP code) 2.1-7 Seventh Street,Donora,Pa.15033· Date of death 11/5/1971 Decedent's social security numb~r 171-42-2174 Estate employer identification number Executors and administrators (including ancillary executors and administrators) None Name Designation Address (Number and street,city,State,and ZIP code) Address (Number and street,city,State,and ZIP code)Teleph~ne number 1550 Seneca Lane San Mateo,California 94402 48 Boxwood Road Churchville.Pa.18166Executrix ~ecutrixPaulaSchlichter Harriett F~rguson Attorneys representing the estate Name Geo.O.Frazier Thomas-Frazier Bldg. Donora,Pa.15033 379-6166 ;. Name and location of court wherewill probated or estate administered Orphans'Court Division,Washington Co.,Pa. Case number If decedent died testate,check here lKJ,and attach a copy ofthewill Computation of Tax If prior to filing this return any payments have been made or certain marketable United States Treasury bonds redeemed,see Instruc- tions For Computation of Tax on page 35. Part I 1 Total gross estate (from Recapitulation,page 3) 2 Total allowable deductions (from Recapitulation,page 3) 3 Exemption 4 Total deductions plus exemption 5 Taxable estate (item 1 minus item 4) Part II 6 Gross estate tax (use Table A 0'1 page 35) 7 Credit forState death taxes (use Table B on page 35) 8 Gross estate tax less credit for State death taxes (item 6 minus item 7).This is the net amount payable iJnless credit for Federal gift taxes,tax on prior transfers,or foreign death taxes is claimed in'Part III Part III 71,734,99 -~--12.9...-9-95~-7.2------. --~.~_?r_§_~.~2_J_~_ 1__1",-,/~0.39;93 $28 658.79------------'-...._-.--,.----- ..~_._...Ng.~~.._.__.... ...._..N.Qne __..__. None "\ I ! ! \ 9 Credit for Federal gift taxes 10 Credit for tax on prior transfers (from Schedule 0) 11 Credit for foreign death taxes (from SChe<1!J)e P) 12 Total of credits under Part III (total of items 9,10,and 11)..None .:.1;:,3..:N:.;,e:.:t:....::;;es::.:t=.at::e~·t::a:.;;x..:pi;,;a::::y.=a.::.bl;.:e~(it::e;;.;m..:...;:8:...:.;.m;;.;in.;.;u;.:s_i;.;.te~m.;.;....;1:;.;:2::::)....;......;.--.;.....;;....;...-..;........;....~..;......;......;......;......;.~".....,;--i;....;.....;......;;...;._$.:.......;2;;;..8~,~.~_!_J.9.__ Under peneilles of perjury,I declare that I have made diligent end careful search for property of every kind left by the decedent,and that this return,including accompanying statements,has been examined by me,and is,to the best of my knowledge and belief,true,correct,and complete.If prepared by a person other than the executor or administrator,his daclaretion based on ell information of which he has Iny knowledge. __LL_~..Wk_f:.f:_.C:tCZ~~._...__.__..__.__..__c._.___•__•..•...•__~~~. (Slgneture of executor or adminlstretor) •.__.._.._to ;_..-:_____-.,"',."'_-0__~_.. -(si"g"n'aiiirii'of'prepi're;-(indiiid"ai'0;-firm)'other-than'executor:-a-dm!nIsiiitor:-or'attOrney'slinfni'beiow)'-----····-(Addref'j"·--'"- ' -"..."(Date)"- - Declaration By Attorney- I declare t I em (the/one of th&~rney(s),Ii,sted ebove representing the .estete,;;end that I e:currentiy qualified to ~~ctice i~the Sta.te of P.~.nna.::->._ ..~.~_~.Q,.~___'._...l(k&.'.._l!1.:':.~~.~~~.!t.~k ...~::_~yf!~.._.I!-!._:..~-:/:..Z __.~ (Signature of ettorney who prepared the return),.(Date) I " 1.'Iii 3.!')J.H~-4../Lf -J) ~~------------.-.'"---.--------.----..--------------.-·-·-i-.,,-·-'-'-'-.-..-.-----_ Form RCC-60 (11-64)J COMMONWEAL.TH OF PENNSYL.VANIAFiLED51DEPARTMENTOFREVENUE HARRISBURG '73 SfP'r 0 PH 12 ug CERTIFICATE RUSSELL MARINOREGISTEf~OF WILLS UNDER VlASHINCTON CO .•ft&VENUE ACT OF 1926 Date ,Sep.temb.e.r 6..,.1.9..7..3 . TO THE UNITED STATES COMMISSIONER OF INTERNAL REVENUE: THIS IS TO CERTIFY that in the estate of ...................J..~n.~~M.,w.!!gn.~.r.F..11~.Q..t.fl.~.=..1..1.:..l1.~2 _ _ late of JV.~.~.h.!ng.1::9..n _County,Pennsylvania, who died !'llQY.:~.m12.~.r ~.~J..~..7...L__.,no refund of inheritance taxes has been authorized by the Department and/or by the Board of Finance and Revenue of this Commonwealth;and that there is no claim now pending for a refund of such taxes in said estate. Subject to additional tax,if any,under the Act of May 7,1927,as amended. Total Tax Imposed On Account Amount Paid In Cash $9,840.40 Date PaId 6-4-13 Discount Allowecl $468.59 SEAL ___-_-.,.____- For Secretary of Revenue RCC-72 (9-~8) COMMON'WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT j (State)(Street and Number) APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the,following securities of a Pennsylvania Corporation or a National Banking Association located in:,Pe~ns'ylvania:':..c-. .~~.,\,i~'~'\'.'~.~5e-~.'.'~-"=-,~-~':'<..-:',i...~~#..~r' (a)207 "hares (b).::'r'\ "(c},C......:~~·;;·~:i .._ (NOTE:In describing securities enter in a),ab Ole,either\the number of shares of stoc'k~'o'~the'rac~a~ount of.•1..' registered bonds,in (b),the name of the issuing company and'in (c)the-class of stock or the stated interest rate and maturity date of registered bonds.)"~t i't.~.,'i .'\\, I.!,'~'1....~'-'-t\~_\. ISSUED ON-4l2+!4116..."'t47'¥O'--------,,and having a TOTAi~MARKET VAfl~E OF $......).iJr:ii),....-9-89",4.....·-v8+1----- (Date)'\...',"'-.. as of the date of death of the decedent,.Janet M."~ftr Alit.!-·"aftftt\~apdll"B01'e.bor 5.3971 (Name;of,D~fe:~en~)\t~.(Date of death) who was late of-ZJ~~~-Bt~te.t~---:DolrlOl~-----':'\~:--'~·':---...~I!J$~@---~eAJ~Aluu:t.Ui.-­ (Post :Otfice)\....ounty) .('~,(\. •.I ,\~, Th<e securities are registered as follows:_-,~~.~a~.~J'"":a~n~.~t~H"".'----".'_"'.!CID~··""'v'"'----'__---"~~''-.i_.,,'''''o~,---------­ (Name or ,~ames i~whifh certifjcate1\~rer}~.istered) I ,,i~'\\~{ ADMI~IS"fRATOR)'.JPa~1t~1a~.JW~§.8e;Wthtft._.u50-..BtI!%Ul!I:UL__'~'":'-.haJ!Iaj\~.-.JJr~\~;,,--9~~---- EXECUTOR):.(Name)I 1 \ NAME OF APPLICANT'~'~\l,Ul.Jl--JiWlcaJL1¢bU~~---- \,".,,' ADORE SS OF APP LI CANT....,.·,-=l~=-;.=='---'==\L--=~~~.:::..L.--=:.C.COUNTY FILE NUMBER ,8-.221-1 \. BUREAU FILE NUMBER 6,.71-1122 SIGNATURE OF APP~JCANT~~~~~~~~~~t::::·~~::."'.<> NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THISAPPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNEr)TO YOU,F\OR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES .DATE 23 .Nov 1973 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid ,. Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the pr'ovisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. (Signature) of Wills Washington COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT (Date of death) Penne,lvat11.217 -7th au-sotwhowaslateof----,----'-_ APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: 50 etuw..tae GreJ'hoUCS Oor'po~ation CODO"stock(a).(b)(c)_ (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) 10/21/69 101'.00ISSUEDON,and having a TOTAL MARKET VAilUE OF $_ (Date)4••'&.Waper aNa laoet "..pc'loveaber ,.1971asofthedateofdeathofthedecedent,,on _ (Name of Decedent) S'IoDOt'tl Waeb1qtl)iD (Street and Number)(Post Office)(County)(State) The securities are registered as foil ows:----'Hr!2!L!8~.•!L·~Jaa~.a.~'~M~._.:!!!.:.""'.CHlil!.w··~r,--·_ (Name or names in which certificates are registered) 1'50 SeneGa t,qe•.Su Mateo C..94402hllla..SchUohter AaMlNU IRATeRtEXECUTOR)-----(-N-am-e-)-----------Patal-..-.-..-W~-d-~-.·-Ij-l-t-O-h-••-··~------- NAME OF APPLICANT _ COUNTY FILE NUMBE~Ja-aal.);ADDRESS OF APPLICANT1"a S••,oa Lao.San.~tl~Ca40 BUREAU FILE NUMBER 6,.11·1122:SIGNATURE OF APPLICANT~A:/~~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES .. DATE 23 Nov 1973 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. ,Washington(Co.",,;.@(Title) Register COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DATE Ootober 1S.192'APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania:.Pl"tI.'".ollal 8aU of Wialfl.·BaN>*flO__._....,•. (a)'2 .....a (b)own...''.fioaa'l.o'.ttera (c:.:.....·.,••:,.:...--:..:-__ (NOTE:In describing secur ties enter in (a),ab Ole,either the number of shares of stock or the fac~amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) •I ISSUED ON )/W10;4/1.1/11 ,and having a TOTAL MARKET VAilUE OF $-",2"""1=-'84.-,,-,,.~OO,,",,'_ (Dote) as of the date of death of the decedent,"....t H.W..per ..11I/a J'&D.~'.CAeI'l Koye_he,5,1971 .(Nome of Decedent)(Dote of death)., who was late of a17 ..7"St.,••• (Street and Number) bora (Post Office) w••allll:'cul (County) Pen13qlftola (State) The securi ties are reg istered as fo II ows:__-_.~._Jaa_'--"--,e_'--,,_~--"._.-,.""fID=.;;...'l',,--_ (Nome or names in which certificates are registered) ~[I~IST~OR),"loll.W.SoWobC. EXECUTOR).(Nome) 1550 Se.eC4 Lcuao S.flfateo,Ca.gt+402 (Address). NAME OF APPLICANTPatt1a f1~&ebllcbte.. COUNTY FILE NUMBER 3S-Z.r;?1-1 ADDRESS OF APPLICANT1,SO S.ne.,.kJ:Ie.S«tl ."0 C.~ BUREAU FILE NUMBER 6,.,1-1122 SIGNATURE OF APPLICANT~~~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES 23 Nov 1973DATE_ I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. hWton (County)(Title) (Signature) Register of Wills RCC-72 (9-~8) COMMONWEAL TH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for COlsent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania: (a)15'sharea (b)United Statcte .Radio Co;rpo~.t1oll (c)OOmaoD.t~lt (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON 10/24/69.1/19/70,and having a TOTA'-;MARKET VAilUE OF $19_._8_*2_'_ (Date)/.. as of the date of death of the decedent,laftat JI.wacner aNa Janet WalJ1'Jbn Hove.bar ,.1911 (Name/of Decedent)(Date of death) (State) ••"bUs-toll (County) I,bonora, /Post Office) who was late of 211 ...7th itJl'..t (Street and Number) The securities/~~registered as follows:~~~~~·~e~.~~~~~.t~·~~~.~.~~~.~~.~~..~.~Jl'~~~~~~~~~~~~~ .(Name or names in which certificates are registered) \,./t'J~'"ADMINI.Sll<ATOR)paula W•.$obUohter 1550 @.a-..a Lue Sanffa'e.,.Ca.7'"'02EXEqUTOR}--'''---'='-'----=--(~Na-'-m~e-)--'~~~=-=-~-~~~--~~.-(A-d-dr-es~s~)~~-~~~---- ,NAME OF APPLICANT '-u1a W.Sohlichte'l" 1'50 S•••.o.laa.. COUNTY FILE NUMBER 38-221-1 ADDRESS OF APPLlCAN1!aa *too.C...944Oa: BUREAU FILE NUMBER'J-11-1122 SIGNAT~REO:F APPLICANT 'Ild4t Jdf:>,~/~ NOTICE:IF YOlJ FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE 23 Nov 1973 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. ton (Title)(County) Register of Wills Rcc-n (9-68).. COMMOtolWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DATEOetober 15.197'APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)53aha1"f:s (b)trdte4 Penn OorpOration (c)common stock (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ONS/2110J 112.2110 ,and having a TOTAL MARKET VAILUE OF $_1=6=--'+"",,3=.00=·=--'_ (Dote) as of the date of death of the decedent,Janet M.Wacner alkla.Janet Wa«"1,~n 19o~e!llb&r 5,1971 (Nome of Decedent)(Date of death) who was late of 211 ...7th Street (Street and Number) Donora (Post Office) l'lashtn.etQI1 (County) Penoi')y):ttanla (State) The securi ti es are reg istered as fo II ows:_--z::.~8~._J.=!.:a=Il~·8=-t.=!.:_...:!f:=:.~....:W::.::ca=ssn~e:..::r:--.-_ (Nome or names in whi'ch certificates are registered) JcD:MItUSTRA+9R):_.ilLPa.'tMJ1...aIL.JWIL.L.....!S~O....hIoloU"""ldCliJhilL!tll.!i'eiUlr'--_----'O!!l~,!"o5~QL...!!I!!SC!l!!eMn~e.llt¢J!!!!,a_...La"'"'~"...e""----_....!S!!.:!an!!;!··!!L..!!.~t~e~O~,l.....-'!!C~a""'.:.........!944Oa~·~__ EXECUTOR)(Nome)(Address) NAME OF APPLICANT Paula.W.Schlichtor 15'OSen~ca_~. COUNTY FILE NUMBER38.?iU.l ADDRESS OF APPLICANT SaA Mateo.a...9lt402 BUREAU FILE NUMBER 63-71.1122 SIGNATURE OF APPLICANT ~'\JI;~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE 23 Nov 1973 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. n (Title)(County)f, Re ister of Wills Wa Rcc-n (.9-~8) COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DATE Ootobe...1,.19" APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)12000.oo (b)Sou••_4 ku&hlJ.A Industries %110.(c)4ue 4/1/94 ,. (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON 4/JO/'10 ,and having a TOTAL MARKET VAilUE OF $_'_1_'_6'-,-••_00_··_·_ (Date) ....11&•-h.,'"J ..til •.O....be...c.1~1asofthedateofdeathofthedecedent......n.aper .,..,..•....1IIfa..·gn Q "'_"'~_7_'_,, (Name af Decedent)(Date of death) who was late of217 -7th Str.et (Street and Number)(Post Office) .a.~ (County)\(State) of Wills Wa~nington (County)@ The securities are registered as follows:__"8_'_1'l_._.._AP---=-_e_I'_ (Name or names in which certificates are registered) ~~Stub.W.Schlie..t...lSSO S••eca LaD••a.Mate.,e..94"02 EXECUTOR)(Name).l~dd.te~l..£ NAME OF APPLICANT Pallla ..~DCQ.u.cbtel" COUNTY FILE NUMBER )8-221.1 ADDRESS OF APPLICANT l~SO ae••c.Lan_.Su MaMeoia• BUREAU FILE NUMBER '.3-11-1122 SIGNATURE OF APPLICANT\6?tIb....LJI .~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES 1973 DATE 23 November I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. -/,------------------------------------------------ lorm HCC-60 \.l.l-OIP COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG CERTIFICATE; UNDER REVENUE ACT OF 1926 Date ~~.~.y.~."~.~7.~. TO THE UNITED STATES COMMISSIONER OF INTERNAL REVENUE: THIS IS TO CERTIFY that in the estate of ......................................................!l..@.~.!?~~t!!~.g.~.!?..r..J E!..:'!-J~N.Q.,(§.~.::.1.1:::1.!g?.).__ late of ~~.§.h.!!?:g,~.9..~_County,Pennsylvania,,."-;.. .- who died ~Qy..~!!!!?~.!'!?...f !~1.!.._,no refund of inheritance taxes has been authorized by the Department and/or by the Board of Finance and Revenue of this Commonwealth;and that there is no claim now pending for a refund of such taxes in said estate. Subject to additional tax,if any,under the Act of May 7,1927,as amended. j ToW Tax Imposed Amount Paid In Cash Date PaId Discoat Allowed 6-4-73 3-18-74 $468.59 171.71 SEAL For Vincent X YakowiczSecretaryofRevenue "-T',~--------------------o-:-~---_ I ,I il .:,'o. !I i'iiI .'., 134',1'~by.... .trI\f.s T'• 18966 f:l/¥/13 ;O~pq.cl ~Fa cc:r ~:rT ,.,.~PU,.e~"''/,':."'r,en. ~ty()."I 0 &I'I.~'CfJ"11.8'J.:'/ " Janet Wagner November 5,1971 171-42-2174 2560630070100 Harriett Ferguson,Exec. 48 BoX\loQ,;l Rd. Churchville..Pa. Dt:c.12,1972 P.O.Box 245,Cornwells Heights,PI.19020 ~1?Q(M)@[j\){J®f!{Wu@ ~lTW 11)J/~.u/·J ~·7J-·"2.l.. Dale: ~Inte.rnal Revenue Service Center ~n@]c&UO&lIiU~n@~@®n@1iU Addre...ny reply to: "' ,\ At the bottom of my letter!have shown the amount of gross Federal tax for the estate named above. ,Section 2011 of the Internal Revenue Code allows a credit against the Federal estate tax for certain State death taxes if the Internal R~venue Service has evidence that such taxes have been paid. Before we may allow the amount of the credit shown below we will need to have the information requested in the box checked: ~A certificate from the proper officer of the taxing State,territory, possession of the United States,or the District of Columbia showing the total amount of tax imposed (before adding interest and penalties and before allowing discount);the amount of any discount allowed; the amount of any penalties and interest imposed or charged;the total amount actually paid in cash;and the date or dat~s of payment. If the amount of such taxes has been redetermined,the amo~nt finally' determined should be stated.' []Copies of receipts or cancelled checks showing payment,by reason ot the above decedent's death.of State death taxes equal to or in excess of the allowable credit shown below. Please send this within the next few days or,if that is not possible,let us know when we may expect it,We will mail you the closing letter for the estate after we receive this credit evidence. Thank you ,for your cooperation. .,':~'Sincerely yours,, '9~\..U...~"-........... Director' "'I, ·f \ Gross estate t.ax $29,698.72 -'AJ J\:ar r.I.1 ,J'I..,"."Credit allowable $1,039.93 ,~~,,~-~Il ~. Credit substantiated $-0-·1 ,..cr,ed:t ~o be ";bS;ntiatedS 1~:9.93r',,_.:I '-C,~,loll".L.rQ~"~ft..'""Df .,..~""CAl"~C-''''FormL-156(Rev.l~9),iu.",J~f.l,,,I '.1."~cT'"..,.l , l'.t tI~!ffI!r ::.!:.;.·..1:,- Harriett Fergason,Exec. 48 Bo)O,rood Rd. Churchville,Pa.18966 c·r,'".~••.'C~.~,",......;...\J','iJ t''''\.:~.·'(:11...t:1 ',ddress Jny rt'[:ly 10: ~. Bnc1osure: Forn.1-156 The estate tax return for the estate of Janet Wagner has been accepted as;~~~~Enclosed is 8 copy of Form L-156,~hich ~e mailed to you 0 12-12-72 •~hen evidence of State Death Taxes is received,a closing (Form L-154)~ill be issued. .II I ] iI tI -' Dear Taxpayer: Estate ,of: Date of Death: J~net i-!agner Nov.5,1971 Sincerely yours, ~.//':-.L./f-//~.~..e 7t//Ul_.~/iI Fred Gratke Estate Tax Attorney-~dvisor I \! I , ·f .f ___:-'..R __'.~,4~••,~_' ._.-.~.~~. -.--_\t,\"._.~~-::J} ., Imrrictt Ferguson,Exec. /.8 Bo),:\;ood.Rd • .Churchville,Pae 18966 Address an)'reply to: .J" Estate of: Date of Death: SSN: '.DLN: J aJwt l~agncr NO\"'8!!1bel'5,1971 171··:~~·2174 25606JC070100 .. '. Ai the bottom of my letter I have shown the amount of gross Federal tax for the estato named above. Section 2011 of the Internal Revenue Code a110·....s a credit against··,._00._._' the Federal estate tax for certain State death taxes if the Internal Revenue Service has evidence that such taxes have been paid. Before Vie may allow the anount o·f the credit showa beiow we will need to have the information requested in the box checked:\ Please send this within the next few days or,if that is not possible,let us know when we may expect it.We will mail you the closing letter for.the estate after we receive this credit evidence. Tha~k you for your coopeiation. []A certificate from the proper officer of the taxing State,territory,x.possession of the United States,or the District of Columbia showing the total cmount of tax imposed (before addi~g interest and penalties ~ and before allowing discount);the amount of any discount allowed; the amount of any penalties and interest imposed or charged;the total amount actually paid in cash;and the date or dates of payment. If the amount of such taxes has been redetermined,the amount finally det~r~ined should be stated:o Copies of receipts or cancelled checks sho,,;ing payment,by reasQn of the above decedent's death,of State death taxes equal to or in excess of the allowable credit shown below. ~Sincel~a.:3·yours .. ,._,rL A ...--.:...-(b .~'\,,\A.~\.'-""'-' DireCtor Gross estate tax ~9,698.72 Credit allo~able $1 039 93,. Crcdi t substantiated $-0- Credit to be substantiated $1 039 93,. J. \-.....--/)...,,(J ...001t1Q.~ Form l-,l!j{i (Rev.1~9) \ .\ I \ I.}I I .oOl L075.00 79825 13)894.87 L643.00 L092.00 1)0 92 .Q 0 L365.00 17,000.00 3)542.86 780.96 42,2 8 3 .94 S 15L310.o2 1;63615 750.00 Z500.o0 198)480.71 S 198;480.71 T \\...\ .,.~ \~r\,.'{~,. \ \~~- Affibautl {@f·iExrrutrir ®r A~mtllt!itrtttnr, California.\:~:~::~}BB: Personally before me,the undersigned authority,a Notar_¥__Public_...._...in and for said County and State,appeared ___._.P9:.~t'?:...W~g.I),~.:I,~-Sc::.llli<:.ht.~];__._..__...__._._who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of ..J.ane.t.M..W.agne.r._.aJ.k.la_._deceased,that the foregoing schedules constitute a .Janet Waener..Jane,t M.Wal;l;.D-ercompletell1ventoryanaappraIsementoftherealandpersonalestateof9-_US:.f.a._J.aneLW.agner., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal €state in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based UP9n a just appraisement of each item made by the above named Executor Administr;:ttor. Sworn and subscribed before me this ~'~'}',,_/:)-'li~./'/'(l}';//J//:---:~f October ""',72 .[.,'{.I(/C{'l."../It?~Zc;I '--,kilt c--{(/L ·0..~......,1 .............Exec or-~tmtoc-~.,·····~1 .;.';. \A ITIONAL INSTRUCTIONS -'-==-""._""~:-.""'_.'-:.-="="•.--;--.--..-....-_....--. ~nurntory anIl i\ppratarmrnt of the goods and chattels,rights ami credits whicl; .Janet M.Wagner were of ..a.lkla..Janet..Wagne.r.:late of P..().~.Q.r.4 .. ; 1.An,invi(mtory must be filed within three months after appointment of personal representative. 2.A sU-PI?lemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,.in~luding Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding C6py"of ·Will and copy of Federal Estate Tax Return. I r",/'....':;:'f-?';\)/~('.;.~;.'J'><::)'.'.'~REFERENCE FOR ADDITIONAL COPY ~-;.'.c:'/':'.:-./;:t,,·I,•,.,1\1\-..,Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ../)" \. ',,\\\'1\1 , .~f,.......r'"\I \~l\t\,•I,l )\."1'ljl ~:,...~~~p 1~~~,:\7~~~~~i~~~=·>·;··:·>"~';·":"·--~=.'~-'~-... *'.:a.-~,...u..~-~•..,~.,...~';""'~~v Wfishingtan CounTy,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS 50 Shares common stock -The Greyhound Corporation @ 21 1/2 1,075 00 155 Shares common stock -United States Radium Corporation @ 7 3/4 798 25 207 Shares common s'tock -J.C.Penney Inc.@ 67 1/8 13,894 87 53 Shares common stock -United Penn Corporation @31 1,643 00,.' 26 Shares conimon stock -First National Bank of Wilkes-Barre..@ 42 1,092 00 26 Shares common stock -First National Bank of Eastern Penna. n.@ 42 1,09200"0 $2000.Jones &L~ug\~lin Jnd.(6 3/4 Debenture Bond -Dated April 30, 1970 -Due'A'pril ..l,1994 ",~ 1,365 00 U J. 5 Miners National Bank of Wilkes-Barre-Time Certificates of Deposit "11,060 00 56 ·U.S.Savings Bonds -Series E -Registered in name of E.Paul Wagner and Janet M.Wagner,husband and wife.E.Paul Wagner having died on August 31,1969,title became ve sted in said Janet M.Wagner.See list attached hereto for value calculated by Donora Office of Mellon Natl.Bank.3,542 86 IS lJ.S.SavingR BonclH -Fl'ccdllrn Share -Hcgistercd U1 narnc of E.Paul Wagner and JanetM.Wagner,husband and wife.E.Paul Wagner,having died on August 31,1969,title became vested in said Janet M.Wagner.See list attache~hereto for value ca1-<.:, culated by Donora Office of Mellon Nat!.Bank. Total 780 96 42,283 94 Original Filed vo!.2(:J Page ~ 1'----------------------------------.--.-. U.S.SAVINGS BONDS -SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER r "'. .';":-'-.";'.~ Date of Is sue Certificate No.Amount .Value At Death (Nov.5,L971 ) Dec.1961 C411 982 978E $100.00 $112.76 Jan.1962,C411 983 911E 100.00 112.76 Feb.1962 C413 404 096E 100.00 112.76 Mar.1962 C413 404 706E 100.00 109:96 Apr.1962 C414 395 211E 100.00 109,.96 Nov.1963 D83 845 098E 500:00 515.20 Oct.1966 C467 824 041E 100.00 91.80 Nov.1966 C470 396 338E 100.00 ,91.80 Nov.1966 C470 396 341E 100.00 91.80 Dec.1967 C483 811 971E 100.00 86.00 Dec.1967 C483 811 972E 100.00 86.00 Dec.1967 C483 811 973E 100.00,86.00 Aug.1968 C489 343 598E 100.00 84.12 Oct.1968 C491 578 470E 100.00 84.12 Dec.1966 L691 600 500E 50.00 44.92 Feb.1967'L691 600 842E 50.00 44.92 Sep.1967 L720 161 857E 50.00 43.94 Sep.1967 L720 158 123E 50.00 43.94 ··Sep.1967 L708 007 340E 50.00 43.94 Oct.1967 L722 677 767E 50.00 43.94 Oct.1967 L722 654 604E 50.00 43.94 Nov.1967 L715 173 203E 50.00 43.94 Nov.,1967 L724449 098E 50.00 43.94 Nov.1967 L725 782 634E 50.00 43.94 Dec.1967 L726 407 696E 50.00 43.00 Dec.1967 L726 359 884E 50.00 43.00 Dec.1967 L726 410 312E 50.00 43.00 Jan.1968 1.727 652 269E 50.00 43.00 Jan.1968 L727 655 914E 50.00 43.00 Feb.'1968 L731 492 476E 50.00 43.00 Feb.1968 L731 429 385E 50.00 43.00 Mar.1968 L731 627 228E 50.00 43.00 ,Mar.1968 L731 632 044E 50.00 :43.00 Apr.1968 L731 635 428E 50.00 43.00 Apr.1968 L731 638 592E 50.00 43.00 May 1968 L733 170 801E 50.00 43.00 May 1968 L733 173 760E 50.00 43.00 May 1968 L733 176 590E 50.00 '43.00 Jun.1968 L736 969 369E 50.00 42.06 Jun.1968 1.737 095 084E 50.00 42.06 Aug.1968 L727 180 946E 50.00 42.06 Nov.1968 L738 483 831E 50.00 .42.06 Nov.1968 L738 483 837E '50.00 42.06 Nov.1968 L738 483 841E 50.00 42.06 Dec.1968 L738 483 848E 50.00 41.18 Jan.1969 L749 757 867E 50.00 41.18 Jan.1969 L749 757 870E 50.00 41.18 Dec.1968 L749 757 856E 50.00 41.18 May 1969 L749 757 896E 50.00 41.18 Oct.1968,L738483 828E 50.00 '42.06 -I~ .., U.S.SAVINGS BONDS -SERIES E REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date of Issue Certificate No.Amount Value At Death (Nov.5,1971) July 1968 L727 180 943E $50.00 $42.06 Sep.1968 L738 483 811E 50.00 42.06 Scpo 1968 L738 483 815E 50.00 42.06 May 1956 Q 1 259 238 208E 25.00 32.60 .June 1956 Q 1 278 291 368E 25.00 32.68 July 1956 Q 1 278 301 992E 25.00 32.68 $3,542.86 U.S.SAVINGS BONDS -FREEDOM SHARE REGISTERED IN THE NAME OF E.PAUL WAGNER OR JANET M.WAGNER Date Of Issue Certificate No.Amount Value at Death (Nov.5,.1971) Aug.1968 e21 727 100.00 Oct.1968 C 813 187 100.00 July 1968 L 2 139 576 50.00 Aug.1968 L 2 139 577 5Q.00 Sept.1968 L 2 139 578 50.00 Sept.1968 L 2 139 579 50.00 .Oct.1968 L 2 139 580 50.00 Nov.1968 L 2 139 581 50.00 Nov.1968 L 2 139 582 50.00 Nov.1968 L 2 139 583 50.00 Dec.1968 L 2 139 584 50.00 Dec.196·8 L 2 139 585 50.00 . Jan.'1969 L 2 139 586 50.00 Jan'~"1969 L 2 139 587 50.00 May 1969 L 2 139 588 50.00 92.56 92.56 46.28 46.28 46.28 46.28 46.28 46.28 46.28 46.28 45.12 45.12 45.12 45.12 45.12 $780.96 • Jnventory and Appraisement IN THE ESTATE OF ....J~.n.e~.Yf.agp..eF.~!~!~. f Janet M.Wagner Filed . . • . . . . . . . . • . • . . •.•19 •.••... 'Vd "00 N01~'NIHSVM 511lfA.:IO t131SI~3t1 ONltlVf1 ll::~SSnB 2~2 Ud 6 A~~H, Geo.O.Fra~"!Pi'-l ltttfT •.F.T1t-'C'1~•f _f L3-l/-/llL II I.JANET M.WAGNER.of the Town of Bloomsburg,Columbia County,Pennsylvania,being of sound and disposing mind,memory ''.-<---'''...,r _'. and unde.rstanding,do hereby make my Last Will and Testament, and revoke any and all Wills by me at any time heretofore made. / FIRST: I I direct my Executrices,or the survivor of them,I hereinafter named,to pay all of my just debts and funeral expenses as soon after my decease as conveniently may be done. I SECOND:All the rest,residue and remainder of my estate~ I whether real,personal or mixed,and wheresoever situate,I give,I LASTLY,I nominate,constitute and appoint Harriet Ferguson and Paula Wagner,or the survivor of them,Executrices to my two children,namely,Harriet Ferguson and Paula Wagner. such'event,I give,devise and bequeath my said residuary estate \ of this ~my Will. however,that should my said husband predecease me,then,and in devise and bequeath to my husband,E.Paul Wagner;provided, ,I II II II Iilj III.II IN WITNESS WHEREOF,I have hereunto set my hand and "'tt.seal,this /3-day of December,1961. Signed,sealed,published and declared by the above named Testatrix as and for her Last Will and Testament, in the presence of us,~ho~ I at her request,in her I'll presence,and in the pres- ence of each other,have II hereunto subscribed our B names as AttestingIWitnesses: \»-v~~:"--'-£b9~ ~~)7',(/~r-ill >,Ii II II il.'.....-.....,