HomeMy WebLinkAboutOC1971-1164 - ESTATE OF ZESS{
!
0/(
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
. i
Testate Form J
Estate oL St~p1:l.en...Zess """
Deceased
No ~63 ':"7.1.":".1164 .
Fiduciary Doo:o.thy Ann..Ritz.,..
....................,..:e.X!?C.":1:.:ri.:X ,
Date of Date of
Decedent's death No~.ember a,...~97.1.Granl'of Letters N.oy.ember 1.8th.,.19.7.1 .
This is the F..irst and..F.inal account filed in this estate
If there have been former accounts filed in this .estate,list file number or number an!=!term nane..
Election to take no spouse survived
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .~:.
Name of surviving spouse none :.
List issue,where material:
Four -listed below
Did decedent marry after execution of will?(jndicate)x~No.Any children born after execution of will?(indicate)
~.No.If answer yes,name them .
-----....._-_.--_..._---------......----......_---_..._-_......-..-.._-_.._.._--_.._-.----_.._---.._----_..--...---_.._--..._--......_--------_..._._---_.._-_....._-_._-----_..._......-....--..._-_.------.---..._---
Legatees Relationship Interest Fiduciary,if deceased or not sui juris
Barbara Zess Dearo1ph daughter real estate,household
goods-1/4 resid~e sui juris
Dorothy Ann Ritz daughter 1/4 residue sui juris
EveiynMari:e Ebitz daughter 1/4 residue sui juris
Mary Frances Dennis daughter 1/4 residue sui juris
List,if exceptions to above:
no exceptions
If partial intestacy,give facts:
none
Ad~emed:Revoked:Lapsed:Abated:Give Cause:
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.*K!x
If any exception give cause:no...exc.eptions
Fi Ie copy of Notice
ahd date of mailing J.une..22.,J.972 .
Is estate subject to the filing of a Federal Estate Tax Return?:.D.9.,.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.lO.83 p.aid..1/2.5(19.7.2 .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
....................No li..fe es.tate .
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 known claims except audit costs and balance of inheritance tax 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:
Will is clear.Deceased owned no automobile at the time of his death,so
•
bequest of same in "Second"paragraph of will must fail.
Balance for distribution per account,
Itemize any additional debits not shown by account:
May 1!72--Int.Me11on Savings-not in
account
Total additional debits (Add)
Itemize any additional credits not shown by account:
Notary fee-audit pet.
1967-68-69-70-71--four mill tax
Total additional credits (Subtract)
Balance for distribution
$.~9.,.9.82.•.53 .
91.21
$.91.•.;n....····................"'0 017,'I Y
.75
113.30
$114.•.05 .
$.19.,.959 69 ~
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Real estate appraised at $13,500.--spec.devise--see descr.for award
Household goods appraised at $107.50-spec.bequest-see page two of inventory
Balance is cash.
\
\•
r 4WO ,
.,
•~,
If Family Exemption claimed by Petition,give place of Record:none c~aimed .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:nOne c~aiJne.d .
List any advancement or distribution on account that has been made,and nature and amount of same:
None
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:
To:
1.Barbara .Zess,now Dearolph--Real estate appraised at $13,500.00
".Household goods appraised at $107.50
1/4 residue in cash..
2.Dorothy Ann Ritz--l!4 residue in cash
3.Marie Evelyn Ebitz--l!4.residue in cash
4.Mary Frances Dennis--l/4 residue in cash.
Description for Award of Real Estate Attached
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly sWOl:u doth depose and say
that the facts set forth in the foregoing petition are true
to the best of her ~knowledge and belief.
Title of Officer NataqT Pub.lic..
Office expires Maxch..2.6.,19.75..
Washington,Washington County,Penna.
And your petitioner will ever pray,etc.
.~,..
~2
,....,~,-~-,
to.•
No..6-:3...-...4'.1 -11G4 ·
Estate of S.tephen..Zes.s :~.
Deceased
Fiduciary Dm:o.thy...Anl1..Jlit,zy .
............................................Exe.cu.t.l:ix .
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A·WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Feder~1 Estate Tax return if es-
tate is subject thereto.
..Adam..L..sande.rs.~B .•A..F.r.anks :.
Attorneys
FILE'I},
'72 OCT I Z AN 9 47
RUSSELL Mf\RIN@
REGISTEH OF WILLS
WASHINGTON CO.•PA.
'"
"
'ir
',~
In Res:Estate of:)
•·Stoph~n Zess.)No.63 ...11.-'1164
••Oec~a$ed )
You arc herc1:?Y notified that .:the undersigned has filed a
First and Final,Ae.countin the Office of the Regieter of Wills of
W&$bi.ngton COunty','Pennsylvania"in the above captioned estate 'at
the'above mentioned number and that the same will be 'presented
for confirma~tQn at the'August Term,1912,0£the said ~phans·
.-court,and that it will 'be confiime-d on·ttl~28th day of August,
~,.,..~.,.-.'.
"1972,unlcse exceptio%\s aref:tled th~reto,and that the audit of
said account wiil theJ:oaftar be held by th~said Court the week• 't •....;_.,•
Of September 11,1972.
,,'
Adam L.Sanders-B.A.Fr,anl<:s
Attorneys,'at 'LAw '
611 t'JashingtQn Trust Bld~h
,t'1ashington»?cnna.15301
-.~'.......,.,
._"~i
,"
.',
,',(.
'"~-...."~,,,\......
.-J <,
.','-(,.,.,
;";r ,,.~.'ii,t>
CO.,....a ~-,.=r •~1~'0 tJ;).,~.,'\,,
"-l c..
en Z -l •0
"r:~-,..0L~~.C
~:.t..:7-r--";.)C"':I .-j.-t',.."~I ..~-
.~·w ,,~,
"j,'1'-••_~I-Ll--U)(/)
t....J f.J)--,--."c:::::>::::>0 "J)
~__-_.k.::.-.c:::LU «"'-I (0:~-·lJ",.r-.-'"..
},
,,~~..~-~<~-,--,.',....~,-.,;;,
~:._.../~".-:.',1'...,",~..0 .:J~
.,','..
..
~~.-_.sSJ_'---1),,""----_
(l!ommou1Ura1t~of ,rUUSYIUaUia.}lIas~iu!ltou Olonuty.ss.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 18th day of November A.D.19 71 ,before me,
Russell Marino ,Register for the Probate of Wills and Granti~g
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
STEPHEN Z E S S,
late of City of Washington,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
D 0 ROT H Y ANN R I T Z,
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid',do
grant these LETTERS TESTAMENTARY,unto the said
D 0 ROT H Y ANN R I T Z,
committing unto her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring her
to exhibit a true and perfect inventory thereof into the Register's Offi'C'e,at Wa'shington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this e i g h tee nth
day of November In the year of our Lord one thousand
nine hundred and s eve n t y -0 n e•
...........................................................................22z..~
Register
•I.'
,.,,
tN
...'....
3LLast 3Uil!.aub Qlestatll~nt
I,STEPHEN ZESS,of the City of Washington,Washington County,-"'..._---
'Pennsyivania,being of·sound and disposing mind and memory,do make,
publish and declare this to be my Last Will and Testament,hereby re-
voking all Wills by me heretofore made:
FIRST:I direct that all .my just debts and funeral expenses be
paid as soon as convenient after my death.
SECOND:I give,dev1.se and bequeath to my daughter,Barbara
~e.s~,any automobile I may own at the time of my death,all my house-
hold goods and furnishings,as well as my home property consisting 0
a lot with the house thereon knovm as 720 Donnan Avenue,Washington,
Pennsylvania.
THIRD:All the rest and residue of my estate real,personal or
mixed and wherever situate,I give,devise and bequeath·to my four
(4)daughters,namely,.Dorothy Ann.Rit!,Marj.e Evelyn Ebitz,~ary
Frances Dennis,and Barbara Zass,share and share alike.---....,----..-.-,
AND LASTLY,I hereby nominate,constitute and appoint my
daughter,Dorothz Ann Ri!z,Executrix of this my Last Will and Testa-
ent.
IN WI~IESS ~~REOF,I have hereunto set my hand and seal this
q'fff day of December,1960,A.D.
Signed,sealed,published and declared by the above named Testator as
and for his Last Will and Testament,in the presence of us,who,at
his request,and in his presence,and in the presence of each other,
h~ve hereunto subscribed our names as witnesses thereto.
/'~'J
/\I
'1.,
i
I.,:
I
\.,.,
I
I.r
1i
~Date of Death:
Nov.8,1971 J
~tatt of 'tttttayluauia }f ss-mouuty of lIas4iugtou .-
Personally before me,the undersigned authority,a N9..t~rY..':p'~1{l~.~in and for said
County and State,appeared :.Dor.Qthy...Ann..Ritz who,being duly
sworn according to law,deposes and says that s he is the execut~of the es-
tate of St~;p.:O'en..ze..ss deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of S:tephen..zes.s.,
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 b~ove named Execut~~~
Sworn and subscnbed before me thIs ~}/j ~~OJ ~
~...,.~::~..~~~·~··~···············E~~~t~····················
....L.ZZ;~r...f······.N"ota;ry ..~·······
My Com.Exp:Mar.26,1975 ADDITIONAL INSTRUCTIONSVfashington,Wash.County Penna.1.An inventory must be tiled within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 ·P.L.513 Sec.5.2,72 P.S.4844.2
:1Juututory aUll l\ppraistttttut of the goods and chattels,rights and credits which
were of St~.phen..ze.s.s .late of City...of..Washington ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
Personalty
Savings Acct.No.61-6363--Me11on National Bank &Trust Co.,
Washington,Penna.
105 shs.com.stock of Columbia Gas System @32.1875
4 shs.com.stock of Northern Nat.'1 Gas Co.,@44.8125
38 shs.com.stock of Lone Star Gas Co.,@24.50
17 shs.com.stock of Madison Fund Inc.,@14.375
Household Goods-see attached itemization
Tota1---------------------------
$5,748 50
3,379.69
179L5
931100
244138
107150I
$10,590 132
Realty
Lot of ground (50 x 150)feet in Seventh Ward,Washington,
Penna..,with house thereon known as 720 Donnan Ave.See Deed
Book 668,page 637.Anna A.Zess,wife,died November 13,
1960.
1971 county assessment $3970.00-va1ued at-------------------$13,500.00
TarAL ASSETS
Personalty
Realty
Total estate------
$10,590.32
13,500.00
$24,090.32
'ltd -,Of),,'-
'J 1sU!'1N 'r:;7711r~.d f);,'_~111 S'yJ~'eN'\", . ",,J,1 S1·'\:1 \IIt.....-,V-J(.j.', ;1,-:;,-,I"'f)\I
-d:':'J C1
..
.:
til~.•.....~~z ...
fij ;::~......,0~...I:J::~
~~~;::~CI.l ~~,
tr.l til'-l ~~"':;-..,~(
~~~;;:.
0 ~'"rl ...G"I;::....
1\,;~.,'
1'1'Ji..J
)
(,
J_._-,-'\....--'-
,<.
,,
-<.
.....
Estate of Stephen Zess
5 small vanity lamps
old chest of drawers
Old cedar chest
sewing machine
3 small tables
wooden bowl &candle sticks (2)
Washe.r.;:.'(wringer tyPe
trendle sewing machine
glider &metal lawn chairs
1 bed
electric drill and misc.tools
metal cabinet
mirror
clock
sofa &chair
coffee table and 2 end tables
2 table lamps
dining room suite
telephone stand
dishes in china closet
table and 4 chairs
step stool
pots and pans
everyday silverware
dishes (odd lot)
bed and 2 chests,vanity &rocker
electrolux vacuum (20 yrs.old)
desk and chair
old bed
table
Total household goods---------------
Household Goods
1.00
1.00
2.00
10.00
1.00
·50
5.00
2.00
2.00
2.00
10.00
.75
1.00
1.00
l5·iO
5.00
1.50
15·00
1.00
3.00
5·00
.25
5·00
2.00
1.00
1'.'0
1.00
2.00
1.00
.50
$107.50
-,,-
"'''-'..-
vV.
_J
..........
,\
\ .J
)..-_.."'--""-'......
~~
~,
~,,..i.
~.lV·
"Q.'-.
~,.,
~'-'-~
I "',
....\.J.
v\"',
.\,.
\,.-.
..\,.
'-,.,
vv·
-'-"
V,",.I"--_....J,-\..
\"l '"
.J C.......
J
J __,J
J '.)
J
,.~..
STATE OF"PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose sand sa)S that the above account
as stated is true and correct as sh.e _verily believe,
,,:.,',');;J.~Sworn and subscribed be'fore me thiS ..~.
dZZL;J--:19.72 _
···········,-·········~···-·········No·far·y··-·-p--
\..
My Com.Exp;March 26,1975
Washington,Washington County,Penna.
Register of Wills
....____.._~--197~.
'.
...-------_.__-----_._--_.--_._---_..-_..
day of.....
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribe~by Statutj.and Rule of Court,as evidence by proofs
thereof filed to No.b3-:-::.?d.-::33L .
~D-ti,
my hand and official seal this__o<a.:::':'.~__
Washington County,ss:
en
A:"'S en,ns:i".,
~,xi
en,'14i ~.,w!0
l:l 'M!Ni !x.i ~
~i ::l 0 .:::l
0 ~:~!~1 0 ,..,5)
C.l -1-',C.l
'\'.'':C.l "r .:C.l
~i <~i w,..,.,aJi <
'1 0,.c=i I;8W!~.J "en'\i
.....x,W,~;!/}
\:W!-1-','72 '",rII '0"1 Wi Q)
'i Po.en,(/)1 I,'{~
r-ii oj UI...,,t,('0,....
N 0 en!.,0 (1/'IH!~,.,
I'il W:nsi N!ns!.,,j i Eo<Ni ~:-1-',°i (/)!
<
<'M:'M'''\~i Eo<g:!x.i ~i W!Rl:~'~'I \.~\I :~Grn-1-',"o!
I'il .c=!'O!r::i ns!~EG!S-;-c:,·~Ii ':-...:Ii
~!~r::!~i -1-':~I \'/1 ~_LS siVI/ST"~Q),•nsi en,i ..\I 111 ~;TON CC./P1\.nsi '~-1-',w:.~-I-'i :>i \,i 0 ''0:
WI
.,\~Ien:Q)i Q).c=!
,0 '0\~..q ~f'i'
~:+J:.c=\0 ~~I
'M:O!4','-J ~.---r ~!x.l ~,'t:l ~c:i 0,'Hi QJ!~~Z Oi 0 '0:<r-i
....
'\
01'(J........\;.....'
)~r""
,i
-1 ~,__F-'
~
--,'.
'.
'".<'oI.-i'4
.r
The Court is respectfully requested to determineproperd;str;but;q;;:~tal.-ith-t.-~
Counsel for Accountant
6
The First and Final Account of Dorothy Ann Ritz,Executrix of the
Estate of Stephen Ze~deceased,late of the City of Washington,
Washington County,Pennsylvania
The Accountant is charged as follows:
1972
Jan.25
Principal-Personalty
To amount of Inventory and Appraisement
filed 10,590.32
To social security contribution on funeral
bill (no~-taxable)
To V.A.contribution on funeral bill-
(non-taxable)
To Washington County contribution on
funeral bill (non-taxable)
To Miners Pension Fund contribution on
funeral bill (non-taxable)
To gain on sale of Columbia Gas stock
To gain on sale of Lone Star Gas stock
To gain on sale of Madison Fund stock
To gain on sale of Northern Natural Gas
stock
255.00 :
i
250.00 I
75.00
350.00 :
22.86
51.46
19.38
I2.54.
1971-72
Total------------------
Income-Personalty
$11,616.56 !,
To dividend received on Columbia Gas
stock-death to sale
To dividend rec'd on Lone Star Gas stock-
death to sale
To dividend rec'd on Madison Fund stock-
death to sale
46.20,
I
,
12.92 :
6.80
To dividend rec'd on Northern Natural Gas
stock-death to sale
1972
Jan.25
I260I• Ir
Total------------------$--6-8-.-52 ij
Principal-Personalty
To appraised value of lot in Seventh Ward,
Washington,Pa.,with house thereon known as
720 Donnan Ave.-Deed Book 668,page 637-
not sOld-specifically devised-valued at--$13,SOO.00
Income-Realty
None
Total Assets
Principal-Personalty
Income-Personalty
Principal-Realty
Income-Realty
Total Estate-----
Total Credits claimed--------
~al.Due-----_
11,616.56
68.52
13,500.00
0.00
$25,185.08 ~
$5,202.55t9.982~
Date
1971
Nov.
x
No.1 f
voud1her
18 1
aims credits rolt of the estate assets,t~wit·
Payee Remarks
Russell Marino,Reg.Letters Testamentary
ano 1 short cert.
•
AIDOlIOi--':
I
19l50
Utility Companies-last tel.,gas,elec.water,sewage
bills of dec'd
Nov.18
Nov.18
Dec.6
Dec.6
2
3
4
5
Harry R.Cook,T.C.
Washington County Reports
Abel Funeral Home
1971 City R.E.Tax
adver.gr.of letters
funeral of dec'd
l29~15
l4loo
1,5401.00I
1111.99
Dec.
Dec.
1972
Jan.
Jan.
Jan.
Jan.
Jan.
Feb.
Feb.
May
7
7
17
24
24
25
25
15
15
1
6
7
8
9
10
11
12
13
14
15
Russell Marino,Reg.
Helen Beveridge
U.S.Post Office
Buckley Ins.Agency
Russell Marino,Agent
Helen Beveridge
Russell Marino,Reg.
Pa.Dept.of Revenue
Pa.Dept.of Revenue
Wash.County Treasurer
5 short cert.
notary fees-aff.stocks
registered mail
bond premium
acct.of inher.tax
notary fees-inv.
filing inventories
1971 personal Inc.tax
1971 est.inc.tax
1972 four mill tax
I
51.00
31.75
;.45 '
I70rOO
1,083i·00
Ii.50
I
3 1 00..
~.63I
2,.39
Il4j.69
adver.grant of letters
May
June
June
June
June
June
16
17
18
19
20
21
Gaydos Mon.Co.
Observer Publ.Co.
Dorothy Ann Ritz
Adam L.Sanders
Helen Beveridge
Russell Marino,Reg.
engraving stone
accountants fee
attorney fee
notary fee-acct.&
D &E
filing account
18
1
.00
14;.00
I
1,250.00
900.00
11.50
16.00I
I.
Total credits--------------------__
.-/
$5,202:.55";
I
Washington County Reports
"Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.S,paragraphs (S)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 officiail legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly ,as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
Estate Notices
The Register of WiJ1s has granted
retters,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 01:'
Administrators or their Attorneys.
• ••••• • •• ••• • ••• •
I ZESS.STEPHEN.Dec·d.
La t e of Washington.Washington
County.Penna..Executrix:Dorothy Ann Ritz,1307
The Terrace.Hagerstown,Md.21740Attorneys:Adam L.Sanders-B.A.l<'ranks 611 Washington Trust Bldg.•
Washir{gton.Pennsylvania 1530J
............~Qy..~m.g.~.r ?.5...s J..9..z.J...
............Q.~~.~.~.~.~E ?..!~..t..~..~.z..!..
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
~~~~m~~W"'''to~~~,:~_~~
~--_l~r -
Sworn to and subscribed before ~__-~-
......9.J.b day of Q.~f.~m.g.~.r.:,19.zJ :.~---~~
~...,..__JOSEPHINE T.SCIAMANNA
,Notary Public,Washington,W"shinglon Co.
My Commission Exnirrs Jllly 1,1974
f
Observer·Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania.'County of Washington,SS:.....,.,.;..
,Personally appeared before me,a Notary Public in and for said County
and State,Ri.~.b.~.r.d S Caw.an................who being duly sworn
~ccording to law,deposes and says that he is the ~......v.i.c.e.:::P.r.e.s.iden t r--~EXECUTRixNOTICE --1
of the Observer Publishing Company.a Pennsylvania'corporation.and its :ESTATE OF Stephen Zess deceased,agent in this behalf;that the said Com.pany is,the'owner and publisher of .•late of City of Washington,Wash·
the Observer-Reporter succ'essor to The Washington Obs'erver established ington County,J;'enna..'.'..'.Letters testamentary upon theSeptember18.1871,and The Washmgton Reporter.established August 15,:above estate having.'b'l!en granted!
1808,a daily news,paper of..general.circulation,printed and published and ~o the ~hdersig})~d,a-n:.liElJ:sqns hav,l
having its place of ·busines's at Washington,Washington County.PenMyl-ll1g cla1ms agamst theve'!tate are re·\.,h 't"'t d h'b t bl'hed'd bl',,_..quested to m<l!<e kno\\l-{l the)-same toys,ma,were 1 or I s pre ~cessors av~.ee)l es a 1S .an pu lSI~'t>U the unClerfl!gned'or his"attc1'il1,ey and
COl1ltinuous'1y for more than SlX months·prlOr to the publicatlOn of the notice aU ,persons indebted to the,qecedent
hereto attached;that the pr.inted notice or advertisement hereto attached;..,are requested to make })'aili~ent to
is a copy of an official advertisement,official·notice;legal notice or legal ,the unders1gned w1thour.delay.
advertisement,exactly as printed or published in thll Obslerver-Reporter in ~~~o~:~~~~ra~~z;
•, •,,.'I Hager,st?\Vn.Md.21740ltSregularedltlODsonthefollowmgdateordates,Executnx
................N.9..y.~.mb..e.r.....?Z.,.Z.9.....~.nd...Dec.em.ber 6..,19.7.1...........:t1(~aTv~·h~a~~~~f B~g.A,Franks
~b.~t neith~r true affiant noy the ~bserver Pu~I~shing Company is Interested ;~t~g~~~~.~o~,:::;.na.15301 .1
m the subJect matter of SIl.1d notIce Or advertlsmg and that all of the allega-L'.:J~. .71275·Mon.·3tJ
tions'of this affidavit as to the time,place and character .of publication •..I ·~'c_.
are true..itil/.~:,.J..c:;~~
Sworn to and subscribed before me this.....6....day ofD.ec.e.mb.er....1971~;;f?ll /:2 /~•.............~./..~¥.
MARGARET M,BRADLEY.NOTARY PUBLIC
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6.1972
nf arnmmnu
(@rp4aun'
arnurt
In the matter of the Audit of Account in
'Iran nf lfan4iugtnu
arnurt minininu
arnuuty j
Es,tate of Stephen Zess
TO THE AUDITING JUDGE:
No.,_~6~3_----!-7-,,:1,------.:!!1'-.:!1=-,,6w4~_
Enter__---'o~u=r'___appearance for --'A~c~c~o~u~n~t~an~t!!__
I ::L~<0 .T7h-:-~/J..____,day of ~,19 72
N.B.-Counsel shall,by separate pape,r,present a concise statement of each
claim,wUh supporting ca IcuIa tion 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.
co.::::r-oCJ)<{
en
z-JCl.._-J •
x=
c:::- .
....r ~0..c::...:.:,0
0
..,c.--'-02:
r-...:
_'__0
LU --Ju-~
LJ..lW0
--!-..(J)~:Z
(....)
<f)-
c::;)
(/)-::I:
"::)C!>(/)
lL-
r-...J
a::Wo<
r--c::;::..
No.63 -71 -1164
In re Audit of Account in Esta.te of.
Stenhen Zess
AUDIT
'ra~rip~fnr !\pp~araur~
FOR
Dorothy Ann Ritz,Executrix
of the Estate or Stephen
Zess.dec'd
Adam L.Sanders-B.A.Franks
Attorney S
~2
/
IN THE COURT OF COJVDVION PLEAS OF WASHINGTON COUNTY,PENNi.
ORPHANS'COURT DNISION
INRE:
Estate of
STEPHEN ZESS,
Deceased.
(
)
(
)
(
)
(
No.1164 of 1971
0(
z
0(>-l.)-
UIZ
Z1&10.
iBEFORE:ol-e>z
:c
UI0(
==
t APPEARANCES:
ii:I-UI
o
-l0(
·uo:>'~TThlIE:
I-"(II
HEARING ON AUDIT
The Honorable ALEXANDER R.CURRAN,J.,
Specially Presiding.
SANDERS &FRANKS,Esqs.,d Washington,Pa.,
representing the Accountant.
Tuesday,September 12,1972,at 10:00 A.M.,EDS1
iii~THE COURT:The estate of Stephen Zess.The Executrix is DoroU y
Il:o0.~Ann Ritz and the attorney is Mr.Sanders.
t-Il:
:>8 MR.SANDERS:If the Court please,I have the necessary papers in this
-l0(
~estate.There are no complications.All known claims are paid.
lI.o
The deceased mentioned an automobile in his Will,but o'vned none
at the time of his death.So this bequest must fail.There is real eE tate
to be a'varded which was specifically devised.I have attached a
description for that purpose and I think the rest of the estate is
clear.There are a total of four daughters as heirs.And I have
set forth their proportionate part of the estate.
:5z<I:>.J>-IIIZZ
IIIII.
iol-t'
Z
X1Il-«~
THE COURT:
Stephen Zess?
THE COURT:
Is there anybody in Court interested in the estate of
,I.".",-,
(NO RESPONSE)
We will consider the audit in the estate closed.
( A UDIT CLOSED)
..=uii:I-III
Q
.J<I:U
Q
::J..,
:I:I-"III
viII:...I-a:oII.IIIa:
I-a:::Joo
.J<I:Uii:...o
I hereby certify that the proceedings and evidence
are contabed fUlly and accurately in the notes taken by me on the hearing
of the above cause,and that this copy ts a correct transcript of the sam •
The foregoing-record of the proceedings upon the
heartnq of the above cause is hereby approved and directed to be filed.
By the Court,
..i hi L'
.,
JI
.J Jr'.
I \",4"','r
(,.;.,)...~;-.,.
\'
...,
...'.
........
",
",,,,,,-~,,I-.J.
~f",)..........,...:;:1 :::0:;:>rn c:::;l ...olit-.'.......c:tif;(.').;-')"X ell .....,.(--if'(:')rn;z:.-l r~
,.rn 1--,-v t::::':;-I
0 ....
z C .--:-::D'-q :::t
0 -.'!;:p--0'''''':.0 t..O",:t{j=.-...'
~
-0 r 0 ;.t:"):>-Cf>-J
'j
,.I
'.~~'~~
.....>,.,;~"'.~~~)':~~'·1~.:;':-j,i.\:'#~;'N.~",.~;"~).:,.ff h.
"
",•1 •,~:?:.i.:.:~/,
'''-7,
'.
;..,'"..:.....
)
~u t4e <ltnm1 nf <ltnmmnu 'leas nf lIas4iugtnu <ltnuuty,
'euusylttauia,(0rp4aus'Qtnurt iittisinu
ESTATE OF N 63 -71-1164o.__--::..--:...:::.......=~_'___
Stephen Zess,
Deceased.
In the matter of the First and Final
Account of Dorothy Ann Ritz,
Executrix
ADJUDICATION AND DECREE
And now October 11 ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
the,r~ofgof9th.e.balancefor distribution in the hands of the Accountant is determined to be
$1 ';j ,I;)'.olJ and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
BY THE COURT:.
Balance per account,_
Additional debit asked at audit
Additional credit asked at audit
Balance _
91.21
114.05
Deduct Clerk's Costs &Receipts,_
Attorney_---"'S=a""'n=d""e""-r.....s-"&&.<-=F~r"-"a"'-'n""""k"..,s"--_
38.00
$19~;921.69
Russell Marino,Clerk O.C.,costs in certifying real
estate to Recorder,4.00
Russell Marino,Agent,transfer inheritance tax,$49.57
Interest from 8-8-72 to 10-20-72,.6C 50.17
OlgaO.Woodward,Recorder,costs recording
certification of real estate and costs registering same,7.75
Barbara Zess,daughter,specific devise of real estate
as hereinbelow described,valued at $13,500.00;beques
in kind of household goods and furnishings valued at
$107.50;held in kind and distributed as such at the
value as shown (appraised value),13607.50
$6,252.27
1563.06BarbaraZess,(now Dearolph)daughter,1/4 residue,
Dorothy Ann Ritz"daughter,1/4 residue,1563.07
Marie Evelyn Ebitz,daughter,1/4 reSidue,1563.07
Mary Frances Thnnis,daughter,1/4 reSidue,1563.07
No balance
~
0-t>~
~
::J
n
--+.0 0 ....
=;-
c :::r
~
::J l1)....
0
3
t
fo\
......0
~
......0....
&
;-
"
..,
:::
0..........
~
:::rl1)
&
~~~~
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF WASH NGTON
COUNTY BY THE CLERK OF THE ORPHANS'COU T DNIS:G N
esignated
itle and
interest of the devisor in and to p8:rcel of 'real estate des ribed as ollows:
ALL that certain lot of ground situate in the Seve
and which Plan is recorded in the Recorder's Office of W shington ounty,
City of Washington,Washington County,Pennsylvania,k
as Lot Number 95 in Montgomery's Addition No.4 to Wa
Dearolph
Stephen Zess,devisor,to Barbara Zesqt,devisee of all t
Penna.,in Plan Book No.2,Page 106,said lot fronting 0 feet on the
Eastern side of Donnan Avenue,and extending back there rom of e en width
a distance of One Hundred Fifty (150)feet to Alley rrDrr.pon whic is
erected a dwelling known as 720 Donnan Avenue.
For source of title into Stephen Zess and Anna A.Zess,his wife,
see deed dated September 4,1943,and recorded in Deed ook 668,page 637,
Washington County,Penna.,records.Anna A.Zess die Novemb r 13,1960,
and complete title vested in Stephen Zess.
vl-D
»>
0....~
.~?<
~
:J Z
Sf
n0
--to !J
s:
::r
ar c CD
0
a 3
~.
....0 0
t
~
....it
~
.,
0
N r-
....
:=
--to
.::r 0<1>4.
::r
_-l0-
CD
c:.1")
~_.-J eo
~
.-
C2~o &
.....--«0..e::t ~'£tJ-
'::J
',,:::;:Z:0
Ui:I
~
_'r......1-
JJ
....J W c:r a
L:J t-%
~r-<1>U)-
e.->'<J)_::1:
~
c:=,):::><..'>C/)
~
-o:;\J..l4
N c;.~
LL..l""-..
,.
,
"
','
•';
()
1-'/;J,~,;.J
TO:
DESCRIPTION OF REAL ESTATE TO BE AWARDED
ara Zess Dearolph:
ALL that certain lot of ground situate in the Seventh
Ward of the City of Washington,Washington County,Pennsylvania,
known and designated as Lot Number 95 in Montgomery's Addition
No.4 to Washington,Penna.,and which Plan is recorded in the
Recorder's Office of Washington County,Penna.,in Plan Book No.2,:
Page 106,said lot fronting 50 feet 6n the Eastern side of Donnan
Avenue,and extending back therefrom of even width a distance of
One Hundred Fifty (150)feet to Alley tfDtf.Upon which is erected
a dwelling known as 720 Donnan Avenue.
For source of title into Stephen Zess and Anna A.Zess,
his wife,see deed dated September 4,1943,and recorded in Deed
Book 668,page 637,Washington County,Penna.,records.Anna A.
Zess died November 13,1960,and complete title vested in Stephen
Zess.
II.
L
~
....";..,--I
»-rn ;:J::l "'J-
'"~c --...
:,::{JI ~
-(/J
C-)r-
%-~(,1'~
;"r,.,Fn m
-1 .......r-
:::>,.;.;,-:"',.)
:<:~-'0
"'1 "or.:,::')~.,.
::t:Ja ...
~~;C
=t
r-_.,
."r-Z u::l
>(f)0 -C'
-..JI
•
/..
'"
"---
/t'
,~
~,,.-
.'
'\"
""
'?,
,~
~,
'\
',.
i\..,j-o;'
ct.
'"~,1
.."j
~:
!l
oJ
.~
".:i
"
IN THE COURT OF COMMON PL.EAS
OF WASHINGTO~'COUNTY,Pa.
ORPHANS--'COURT DIV.
No.63-71-1164 .
.'.
'.
Estate of:
Stephen Zess
Deceased
PAY TRANSC~IP~fS\
~--~~~c;:l
~_..
.-..
<.fl 0 {n ~.,..--..-'~
::s:rJ;u"'~..
::::._~['t'i ;:::>,~.,.....lO.~
.~:,("r~,,,,,,,,,,,;
~~:;r -..i;..~;n C)__,.t.0'••••:1..-
Z ~'{~:;.....-'"
o .~';;.J e--
0:::'--
;\-;;:..~-
'"0 "0
....--oJ --.,
~(fl
ADAM L.SANDERS
ATTORNEY AT LA.W"
WASHINGTON,PA.
WASHINGTON TRUST BUILDING
\
>'I
:<::.'"
-.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
Esta.te of:
Stephen Zess
Deceased
)ORPHANS'COURT DIVISION..
)
:
)No.63 -71 -1164
PAY TRANSCRIPT
I,Barbara Zess Dearolph,do hereby on the date set forth
below,acknowledge to have received from Dorothy Ann Ritz,
Executrix of the Estate of Stephen Zess,deceased,late
of Washington,Washington County,Pennsylvania,the sum
below,being the balance in distribution due me in said
of City I
set forth!
estate,
awarded by the Orphans'Court of Washington County,Pennsylyania,
by Decree of Distribution dated October 11,1972.I
IN WITNESS WHEREOF,I have hereunto set my hand and seal thi l
~~day of ~~1972,A.D.
(now Dearolph)
Barbara Zess,/daughter,specific devise of
real estate valued at $13,500.00;bequest
in kind of household goods and furnishings
valued a.t $107.50;held in kind and dis-
tributed as such at the value as shown
(appraised value)
Barbara Zess (now Dearolph)daughter,
1/4 residue,
I(Seal·
•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
Estate of:
Stephen Zess
Deceased
)ORPHANS'COURT DIVISION··)·
)No.63 -71 -1164
PAY TRANSCRIPT
I,Dorothy Ann Ritz,do hereby on the date set forth below,
acknowledge to have received from Dorothy Ann Ritz,Executrix
of the Estate of Stephen Zess,deceased,late of City of Washingtqn,
Washington County,Pennsylvania,the sum set forth below,being I
the balance in distribution due me in said estate,awarded by the
Orphans'Court of Washington County,Pennsylvania,by Decree of
Distribution dated October 11,1972.
IN WITNESS WHEREOF,I have hereunto set my hand and seal this
3~.day of~,1972,A.D.
Dorothy Ann Ritz,daughter,1/4 residue
$1,563.07 I(Seal)
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
Estate of:
Stephen Zess
Deceased
)ORPHANS'COURT DIVISION··)··)No.63 -71 -1164
PAY TRANSCRIPT
I,Mary Frances Dennis,do hereby on the date set forth
below,acknowledge to have received from Dorothy Ann Ritz,
Executrix of the Estate of Stephen Zess,deceased,late of City
of Washington,Washington County,Pennsylvania,the sum set forth I
below,being the balance in distribution due me in said estate,'I
awarded by the Orphans'Court of Washington County,Pennsylvania,
I
IbyDecreeofDistributiondatedOctober11,1972.I
IN WITNESS WHEREOF,I have hereunto set my hand and seal this
9'day Of~~~,1972,A.D.
Mary Frances Dennis,daughter,1/4 residue
$1,563.07
..
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
Estate of:
Stephen Zess
Deceased
)ORPHANS'COURT DIVISION
:
)..
)No.63 -71 •1164
PAY TRANSCRIPT
Distribution dated October 11,1972.
\
I,Marie Evelyn Ebitz,do hereby on the date set forth below~
acknowledge to have received from Dorothy Ann Ritz,Executrix of i
itheEstateofStephenZess,deceased,late of City of Washington,
Washington County,Pennsylvania,the sum set forth below,being
the balance in distribution due me in said estate,awarded by the
Orphans'Court of Washington County,Pennsylvania,by Decree of
I
IN WITNESS WHEREOF,I have hereunto set my hand and seal this
--102...day of 12~4.,"1972,A.D.
Marie Evelyn Ebitz,daughter,1/4 residue
~----------------------------------------.....,
Form!:lCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
j
...W.A$.HING.~'ON ..
IMPORTANT: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 of Revenue.'(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
.............................Ste.;phen Zf1.s..s ..
(State full name of decedent)
AFFIDAVIT OF
EXECUTBR RIX
::.:.~-:::::::-=:::~},,'
..D.Or.othy..Ann.Rit.z................................................
of the estate of the above-named decedent being duly sworn,depose S and say S
EUc1itmrix
Adam ..L..Sanders,.Attorneyat Law ~.
611 ..Washington...TrustBldg.,....Washington,.Penna..1530l..
Decedent died ..........NQv~~~~):r.........~:~..,19(J2;),{~~aVing 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.
That as such E.~~£J;l,t.;r.i.~deponent is familiar with the affairs of said estate and the property con-
(Exec\!tor·Admini8tralor)
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 JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
1\11'"1'1'\<:>
,.
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 Schedule A attached hereto and made part hereof sets forth fullv 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 t?the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United .states to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,orJany stat~,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,·silverware,.pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,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,wi th interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds 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.
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 se.ts forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a ·true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to tftke effect in po~session 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 passes at·decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,.by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.,.
That Schedule 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,andthe 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 unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collater~l pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance thereWith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..
....•...•..~..~day o~..J""1!!IXY 19.•:1:2..
....·~~~~~··PUblfC
my com.exp:March 26,1975
Washington,Washington County,Penna.
······ll.·1i!l;~§4.._..---
.l3Q.7 'l'b.§Te.r.r.a.c.e .
(Street Number)
.~g~*-.13.t..9wn..t M;j.;r.yla..nd 2174Q .
(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,
se~urities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
Lot of ground (50 x 150)feet in Seventh Ward,
Washington,Fa.,with house thereon known as 720
Donnan Ave.See Deed Book 668,page 637.Anna A.
Zess,wife,died November 13,1960.
1971 County Assessment $3970.Valued at-----------
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
$13,500.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
1~;SOO,Ocl
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
$13,500.00
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or (Uvidends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
Savings Account No.6l-6363-M;11on National Bank
&Trust Co.-Washington,Ba.-------------------
105 shs.com.stock of Columbia Gas System
@32.l875---------------------------------------
4 shs.com.stock of Northern Natural Gas Co.@44.8l25~-------------------------------------
38 shs.com.stock of Lone Star Gas CO.@24.50--
17 shs.com.stock of Madison Fund Inc.@14.375-
Household goods~see attached itemization---------
UNIT ESTIMATED DEPARTMENT VALUATION
VALUE MARKEl'VALUE (Do not write in
this space)
$5,748.50 t:>11/8 SO~,
3,379.69 -3379,{,9
179.25 I?c;:,;).$'"
931.00 q3 j,~o
244038 .;;'¥L/,S9
107.50 /tJ '1,.56
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
..tate of St!Jb!!fa.
5 ..u ftIl1tJ 1aIp
014 ellen of 4nwn
014 c:e4ar eben
,-.u tabla.
1rOOCSe.bowl .......1••Ucka (2)
YIOtr.(m.r tn-
tnD41a MW1Da acbW
I114er •_tal 1&1ID cba1n
1'be4
a1I'I'or
c100k
aota •cIa&ll'
cottw tabla UII1 2 a4 tablea
..
Q
.,.
..
,,
".
'.
1.00
2.00
10.00
.50
'.00
2.00
a.oo
2.00
10.00
.."
1.00
1.00
15.00
5.00
1.50
15.00
t.elaJbaw .......1.00
c1tabI.18 c!dM clo8n 3.00
tabla aD4 It oWn '.00
"patool .25
)lOW aD4 p.u '.00
cUUH (oM lot)1.00
bed a1I1 2 cMata,ftDlv •rocker 10.00
.lectJoola ftCUIa (2)1!'8.014)1.00
dak ....clla1r 2.00
014 be4 1.00
tabla -50
to.:L baWMtho14 PQh---------tlO1.50
RCC-36
comroN'I'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~SSIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,wi thin two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)__~n~OL-_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)no
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or his .
estate or be subject to his power of disposition?(Answer yes or no)no
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)no
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__~n~OL-_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__~n~o~__
(8)Did decedent,at any time,transfer 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 law?(Answer yes or no)DO
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__--.o.n..,o"'--_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
None
DESCRIPTION MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
ReC-38
COMMONWEALTH Of PENNSYLVANIA
THANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal.property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I Unit Percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.I In This Space.
Value of Value of
Entire Decedent's
Property Interest
None
I
I
II
I I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
RCC-37.(12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
s.
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved.set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Barbara less Dearolph d ves snec.beaues-t and 1/4 re
720 Donnan Ave..
Washin,qton.Penna.
Dorothv Ann Ritz dau.ghter ves 1/4 residue
1~07 The Terrace
Ha,qers-town MI=l.l"Vl and 21740
Marie Evelyn Ebitz dau,qhter ves 1/4 residue
,I)RoundridB:e Road
'l'imonium Marv1and 210QQ
Marv Frances Dennis .ves 1/4 residue
-Pll=l;nR '11".",;1""".Par-k
T.ot ~~
Sumter Routh r.1=l.1"olina 2Q1SO
"'<-
..
-,.
..
,-.J r
'..
,--~:.'
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
~IATTER OF THE APPRAISEMENT
ESTATE OF
Will
~f No.
~THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ....:J '"0 :;l:j......(I)(I)
0 Il:>...E..'"::s '"'"'"0
....:J
.....::s '"0(I)E.....
Il:>...0:><til "0Il:>~(I)
C"'...co 0 ~"0
~c (I)...
til (........'<Il:>....(I)
..$'l$:P.:aE.:N ..ZE$$...
Deceased "1
Late of ..G:i,ty.()f'..w.€t.sll~~t.()!l
,ttd "00 U0J Ej Nfli S~',~i
S-/7f.1;.!tJ t!.7 1 Si{):;i:J
0."1:';:,1,,'"1IJSSnH
REPORT AND APPRAISAL
Adam L.Sanders-B.A.Franks
Attorneys at Law t .1'"""H-e!~j .
-fh~~~
'\~--,l0 J.(;~
V)~tJ·~8·~:§..3.CN b S'~O~
enc:::IIa::(
a::\,
:>............:;l:j
W en en ~
n n?"?"?"
co)~>::::•--
~:G/)-fh ~~~
N ~'.....:+:-w ........'"'":>:0 :\l1 'VI",'(g:\0 :0 :;l:j0:0 (I)......:..:.'0"'-W W :0 0 -,I\)I\):0 .......(l>c...-
~~~i'x":~l...........:
C)
~:.a
0v'."-J •
l ''.';1 ..,J!~OJ cc~
.t I .,•r,.I ,_1
r'-..J([j:JLS
Commonwealth of Pennsylvania
County ofWl3.~lliIlgt.()I1,.
I
.",
R CC-81 (2-64)
COMMONWEALTH-OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
DOROTHY ANN RITZ
(Executor~~XX:~'
IN YOUR REPLY PLE....E
REFIER TO
38-224-2
j
In Re:Estate of .::::S~T~E~P~HE~'N~~Z~E~S~S!...-_
____-:WIJ.jACl.JSu..HLLLI.uNlo,ZG.J,.T.1.!O..l.lNI...-County - FHe No.63-71-1164
Dear Mrs.RItz:
You are hereby notified t.ha.t.t.h.e original
appraisement in the estate of ~T}!;PH}!;N ZESS
has been filed in the office o-f--t-h-e--R-e-g-i-s-t-e-r--o-f-W--i-l-ls--o-,f--~WHXMS~H~I~N~G~'I-iO~r~~
County on February 4 ,19 72.Said appraisement reflects the
following valuations:
Re alEstate --;;lo;3~,:-:::5.".0...O....,.:_O:;,_O__==-='........"..",-
Personal Property DUX 10,590.32
Transfers ..,.....,---,,....,..._
Total .!o!2::I;4~,~0.>!.9~O~.....3~2L-----
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
February 5,1972Date _Signedb R l2JekIMuv=z
Title APPRAISER I
DATE OF DEATH:November 8,1971
Note:This is not a bill.
RCC-ill (5-681
I
FILE NO.63--71-1164
SUMMARY
(Initial)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of_Z_E...;..S...;..S --=S...::T-=E=P~H=E=N'__DATE OF DEATH 11 8 71
(Last Name)(First Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiserin and for the County of WASHINGTON
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".
Da ted:_--:....F..:oe..:::b.:::..r-=u=a..:::r..Ly--:.4~,-=1:..::9--=.7-=2:....-
INHERITANCE TAX APPRAISER
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
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
24,090 32
24,990 32
VALUE AS REAPPRAISED
$-------+--
24 090 32
24,090 32
Valuation of life estates or
annuities.• • • • • • • • • • • • • • • • • • $r
ESTATE TAX ASSESSMENTS $-----C -E
FOR USE OF REGISTER ONLY
Tax on $--+__2%
Tax on $C&i)
Tax on $5%
Tuoo$lK
nXoo$l~
fu~ptioos *
Total Estate --l-__
TOTAL TAX
COMPUTATION OF TAX
$-------4---
$--------4---
$-------4--
$-------4--
$-------4--
$--------'----
(*)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 ::::::::~~~I====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Jl---
BALANCE DUE $-----Il-
Add interest at rate of 6%from t=
------I:to-----$--------1.
TOTAL TAX BALANCE $--------4PAID$....J
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 lAdministration~No.Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
STEPHEN ZESS
Deceased
Late of ....WASHINGTON
County of lvASHI NGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...A
l"'onn RCC-2
;bEPAETME~~T OF REVENUE
BtjREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH-OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE F.ehruary 4..,.1.9.7.2 .
COUNTY JiA§HJ...N.Q..T..Q.N .
63-71-1164FILENO .
Whereas,$.T~rt.m.N ?;.~.$.$late of WASHING.TQ.N .
in the County of J~A$..B.INQ.r..9..N Commonwealth of Pennsylvania,having died on
the ~J..g.t~·.th day of ~~~.Q.y.~.~p..~.r.19 7.,1 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,P..Q.MINJ.G R..~P..~.MAR.J.A ,an appraiser duly appointed according to law,
having been designated to make a fair·and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
RRAT'T'V·
SEE COpy ATTACHED TO APPRAISEMENT
PERSONAL:
SEE COpy ATTACHED TO APPRAISEMENT
total
Unit
Values
$
Appraisement I
Made for Inheritance ITaxPurpoles
13.500 00
10,590 32
24.090 32
Having been duly sworn according to law,I do hereby certify t~the above appraisement is made in con-
formity with law on this )j~day of ;f~=..7i~:.:::::..::..::~~~~
Appraiser
LJ ~(lCum~er,and Street)
.........................................................................~~,Penna.
;(Poat O!llee)
11-8-71
WASHINGTON County................................................
RESIDENT INHERITANCE TAX APPRAISEMENT·
Estate of
STEPHEN ZESS...•....................•.......•............
Deceased.
Late of
WASHINGTON
Date of Death,
Appraisemcl!t Docket Vol.,3.B .
Page,224.:=::2 No.6.3..~.7.1~.11.6.4 .
Filed in Register's Office,..X~.1?.~~19 ..?.~
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,..
Appeeu It-om Appraisement,..
Entered and charged,..
··f
,.-J""f .,"...
Form RC C·lo.~3--7/-;/if-o<,m,,",ACC'~'i~i-...;,I .\_••OFFICI;;.OF TME STATE.ME~T OF DEBTS THE SUM OF ............$...................l((l ...../
..REGISTER OF WILLS
,.,I Am,."....Q.1.p..~.~Z.z---,AND DEDUCTIONS
OF Washington COUNTY ~AAA .A dJ '1,,(~fA.~~AND AGENT OF THE COMMONWIiiALTH """V.-J r"~A
Register of Will~~~I ,
/~......
ESTATE OF ·Stephen·Zass LATE OF Cit}!of Washington,Washington Co ••Pa.
DATE OF FILING APPRAISEMENT Ian •2 5 ,1 972 OATS OF DEATH Nmlpmber 8,lQ71
-;:/'
DA'-E NO.OF NAMIi:OF PAYEE REMARKS AMOUNTVOUCH""
.!YI~Letters Testamentary and
Nl'lU IB 1 ....ill Ma.rino R~n.1 short c.~r1:19 50
Nov ..18 2 .,...n l'..nnk T C to?1 ci1:u RpAl E~t t:mc 12Q 15
Nov 18 3 W.l'\~b Cnuntv Reoorts adver.arant of letters 14 00
D",l"!n 4 Ah~'F\.lnpral Home funeral of dnctd 1 540 100
Dec.6 5 Utility Companies last tel11yas,elec.water,&111 99sewaaeb . s of dec'd
Dec.7 6 .....11 Mar.ino.Rea.5 short cart..S 00
Dac ..7 1 Holen BevQridae notary fees-affid.stocks 3 75
1072-
Jan 17 8 u.s.Post Office registered mail 45
Jan-24 9 Buckley Ins.Agency bond PI'emlum 70 00
Jnn.25 10 Helen Beveridge notary fces-inventories 1 50
Jan.25 11 Russell Marino.neg.tiling inventories ~.00
Feb.15 12 Pa ..Dept.o£Revenue 1971 personal income tax 4 63
FQb.15 13 Paa Dept.of 'Revonue 1971 estate income tax 2 39
l.!:L!L-:L.....IJ /oQ-*7~
Mav 1 14 \41ash.County Treasurer 1912)four mill tax (1"4 69")
May 29 15 Gaydos Mon.Co.engraving stone 18 00
June 3...L 16 Observer PubI.Co.advor.grant of letters 14 00
Jun9 i:-!l..17 Dorothv Ann Ritz accountants fee 1.250 00
June :t.~18 Adam L.Sanders Attorneys fee 900 00
June '--f-19 Helen Bevaridoe notary-account &D &E 1.50
June ;l1.20 Russell Marino.Reg.filino account 16 00 -
Total-------...---~4,119.~
«>Jl-A"JL A.J-a ~"j.;(79 ZS\
('p~I~J~/1./£~(fA .L t l 7 )---'7
V .
COMMONWEALTH OF PENNSYLVANIA }s.:Washington ,,~
COUNTY OF
I.Dorothy Ann Ritz HEREBY CERTIFY.THAT.TO THE BEar OF
MY KNOWLI!:DGE AND BELIEF.THI!:FOREGOING IS A JUsg AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP'
ACMINISTRATION SUBMITTED TO THE ESTATE OF tephen Zess DECEASED.AS DECUCTIONlO FOR
'H"R"AHCE 'AX PURPO"O.&~~
OWOR,;!HD ouooeR'o"o~••'H'O .;".;>......./...,,;~(~llxh (L.5.)
:June .J.'It 72
-r:7L./"'"..,/\/~7~~d""~.7:.A .-.
I 1975'~l'"Y •
My Com.Exp:r>farch 26,
Washington,Washington County,Penna.
.'...
,";SSnH.....J~I I ':,t
\..~,.'.'-
.\1d ..0J ,',!0J ::'NIH SVI~'
S111 /.'\J Ij t'"3 1;IVJ U
LO E 1 i ;mr 2L4r(u CC
t _II..i .,/
,f
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of :the Audit of Account filed in the Estate of
Docket
)Date 01 deotb /1 -'D -7/
\No.1971-1l6lL,Term,19__•A.A.
I 2~-~:2I{.J)Deceased
.7.:ess,gtenben
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwearth of PennsylViama.claiming tl'ansfer inheritance tax in the ab(we estate,as fonows:
DR.
To apPl'aised Vlalueof Estate:Realty . _ _ _ _ _$/:3 )raOO.DO---
Personalty _.__ " ___ ___$-=-/-.:O=-.!:,,_v:)=-_.:..9~QrL.!.._8£<.~~_
Additioll!al Assets per Account,Subject 'to Tax _.__...___.___..._ _,,_._,.$_
Additionall Assets per Audit,Subject to Tax__._...______.__.__$_
GROSS VALUE _.__ ___..__.__._.. .._..___._..$_
CR.
Debts rand Expenses per Account;see Note
Additional Debts and Expenses per Audit
)
I
)
$---_._--
$--_._-_.
$-------
$-------
$--------$._----------_._.
$--
TOTAL DEDUCTIONS.$__..
IIri s1$
CALCULATION ~
Gross v:atlue_m__U.h_m._.......J...Y0C;Or 1 _
Less Deductions_..m.m__...Y~''i(L~'--._
Clear Value._.._:.,..~~~_
~)---t~4--.-
lJi\-I
NOTE:The'following credits claimed in the Account are
held not deductible ,a's against the tax:
------------_._--_.._-
$---------
TOTAL TAX AND INTEREST DUE _.$ _--~-.,--.--'"V ~I/J7~j-/77 U ·,M~.3~vf -p~?h~tJ t-~)~'~-dr-.U
TAX PAID ON ACCOUNT $--U-r!1~~J
Less amount previously palid ___..___ .__.__..__$-1-1 l(t2.!:0-0
Balance.______.___._--.~-.--.-------$-----Jy-f}J-~7
Interest__yrs.1,-mos.~s @ __.%..___$_~~_O
5~r/1
Total Tax .__..__.h •••••__._.••••_••••••_••_••_._._••••••••_•••••••_•••••••
$
$--------
$
/-~--7:l.$10 Z 3.00
01,Sc..$-.-;(5~7 o_D_~""'_
//-Y'O,DO
~.
\'~....
No.,Term,19__,A.A
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5
·.A.
/~
I
11u tbp (@rpquus~<!lourt of lIusqiugtou arouuty
IN THE MATTER OF THE AUDIT OF ACCOUNT
In re Estate of Zess.,..S-tephen No .63~.7~":'1l94 3I!d <f-~frfl,19 ??,AA
....D.o.r.o.thy..Mm..R±tz,..Exr.•........................................._$.~.9,~:r.~..8(...Xr.~*1=!.A~~Y-§.•................................
Affida~
Date of death N.QY.emb.er 8.,.l9.7J._.Date of filing Inventory Appraisement.Januar,y..2,71912 .
Assessment
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
j
IT E M
1979 Supplemental
.
Omitted 38 sh'Lone Star Gas
1971
@ 27.00
Valuation
1026.00
105 sh Columbia Gas @34.50 3622.50
--,-----l.4~51'1H-Nor-thern111 atlilral Gas __.__@-=5"--1-=•..!::3-'-'75:::.-.--+-_---=2=0~L.t''_~'-'''-0--
i 38 sh Lone Star G_a_s @_26_.~OO _!_---.:....9-88_.=-0_0---
17 s1'1 Madi-sen-F::wunfHdl--@_10.76182.92
-------------------------------------------+-------
-,~
___1...:05o_s_h_Co_l_um_b-=ia_G~a_s -------@-2-6::......0-0--~--2----'-730.00
4 sh Northern Natural Gas @ li.oo 16),.00
38 sh Lone Star Gas @18.25 693.50___~:........==-.:==____=...::c=.__===--._....::...._==___=__.::o"'____+_-----"c.=:::~---
17 sh Madison Fund @15.~A 261.46
1969
105 sb Columbia Gas
4 sh Northern Natural Gas
@ 30.25 3176.25
@ 59.00 236.00
Year
38 sb Lone Star Gas --------------'@"'----"2'""),~.....8+7....5--------ir--...;;.9"'14';.J5......(;",25",L-_
17 sh Madison Fund @ 21.76 369.92
\'.-"'"
\....AJ~I I .l'y "'--~A/-."=-===-;====:;========j====;=====4~~=l=ll===p~~~~I Inventory Assessment Valuatl'on 12%Assessment Tax at 10%Coil r~1(>/(lJ,..',L f.Appraisement Returned Penalty 4 Mills Penal\~r ,o"'y,terest Total Claim
_19-----'-72~_I____ooIo.10lolJ2....5"---I_-----J.y.....e'-'>.s--I--l...,O"'-'2....5'---_I---=-=-=--=--__I_---'-l+-eI.......J ......O__I-_--'.....)~,,~........,::,._j_--=-=-=---t------').......,.~,--,--1_
19 71 50.-=-0_0__I N_o_n_e_I--=5"--0-0-0--I-----------I.--2-0-.0_0_1 2.-=°_0__1--1 2-0--1--2--=3-=--2-°-
1970 3845 None 3845 ----15.38 I_54 1.84 18.76
19 69 4725 None 4725 lROO 1 Ro <<0
19 68 3995 NODe 3995 *¥t---15.98 1.60 3.84
19 67 3790 None 3790 ----15.16 1.52 4.55
TOTAL CLAIM
21.42
21.23
113.30
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.
__.....1.8.tb.......day of......Aug11s.t................19..·12....A.V,CAPANO,Solicitor
-'..,/\r
!•
<./
Qtr•.
No..~~~1J:~11~4._..__.):r.~L","errn,·19...7.'4......,AA.
In re Audit of Account in Estate of
Zess,Stephen
AUDIT
'rarripr for Appraranrr
FOR
WASHINGTON COUNTY
PERSONAL P~O~E~TY TAX
.A.V.CAPANO,•
Solicitor
.....9
·..,
11"tbr OOrp~ans~<!lourt nf lIasl1ingtnn QInunty
IN THE MATTER OF THE AUDIT OF ACCOUNT
Zess,Stephen .In re Estate of No ,Term,19 ,AA
Affidavit
Date of death Date of filing Inventory Appraisement .
Assessment
TO THE AUDITING JUDGE:
Enter my appearance for.Personal Property Tax Due Washington County,viz:
IT E M Valuation
1968,105 sh Columbia Gas @ 22.50 2362.50
).~h n .N::l+.,,1"~1 n::l~@ 1J9 l?~196,.C;O
38 sh Lone Star Gas @ 29.375 1116.25
17 ~h M"I'H ."'non F'lmil ra:l 1 R.91,321.98
I
1967
105 sh Columbia Gas @--.2S..625 2690.63
4 sh Northern Natural Gas @ 48.625 194.50..
38 sh Lone Star Gas @ 19.25 7'":l1 ~n
17 sh Madison Fund @ 10.26 174.42-
-I Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6'70 Interest Total Claim
19 -
19
19
19
19
19
-----
TOTAL CLAIM
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
........................day of 19 .A.V.CAPANO,Solicitor
'"
f
../-~
•.J
No....._~?~?~~~1.?~...._.)~~3~·19 ?~.AA
In re Audit of Account in Estate of
AUDIT
Jrarripr for Apprarancr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
.'1d "OC>HO.L~~H\HS~h\
Sll\f\\~0 ~r:Hs\~3'JOH\H\~'\'{-n3 S(3\\'tl
~h b ~\~'2 \DG l.l.
"A.v.{:tl.:P.A,'N ""\t .!..0,.1•...~oli ··t1 •Clor
~9
~~~---~~----_.._---------~~--------------------------~--.
J
RECEIVE'€>NE TlIOU£.'UID EIGHTY THREE and 00/100 I d *J $t •d 11representingPennsylvaniaInheritanceor
Estate Tax due from the following estate:
dollars
2%Tax on $$----------L:.1
6%Tax 0 n $---,o"\m-r.-r..,."r\'tt'P:1tl'r----ON ACCOUUT $--...........-r7~<7r""--·1lt1,I40.00
Date of Death-ti~..,:t----1 15%Tax on $-'-_$--------11I
$----------10
Date of Payment ....--=--=--=-.......,."...--............,...--!
Name of Decedent --S''ffi;fltlZtMffi88--------j
%Tax on $$----------.JD
Estate Tax,Act of
May 7,1927
Cou nty -------lW~~..fG!.ll!f)jrtT----------___1
Remarks:
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
$---'!Jlr-:-,+14~f:)\-:-.-AOOA---
$-----;'~7J-.-AOOA----1W
$,---------n
$,==;;::=:;:;;;;:;;;;;:=;;;;;;'i====~SEA L
,.
NOTE:This Triplicate Receipt to be retained lor audit purposes.
TOTAL AMOUNT PAID
()
Received by--.....'-;;;~~~~~~~~~~.!4~~L_:;_------1I
NOTE:In accepting the transfer Inheritance tax an future estates,prior to the death of th I e -
tenant or tenant lor years,as evidenced by this receipt,it is understood thot the Commonweolth 'sholl_
not be precluded or prevented from hereafter assessing additional inheritance tax at the death aflh.....)
life tenant or tenant for years whenever it appears that such additional tax may be legally due and-=::::::-~~~-=--=~=--;:;-:T.t-.........=~::...::=:=::::-------U
collectible for any reason whatsoever.
IotU7 "110
~ADaIl'.
•IEIli·-lli......
~···.'I·i·."
.......
RI'I ••••••••,
J!!!!!IIol!z .
kYiIIp MOt.10.61-6363--*11.lats.oa.l lUll •~Co.,
••td....,JaM.
~....cca.AOck of CO:llJ6l&au 178'.'32.l8T5
....cca.ItoU fit lIor'tbIa "'.'1 au co.,4M.8iaJ
38 ...nock of ....Ita"Gal co.,0.50
11 eta.neek of "'i~,..r.c.,.'.m
,-,bo14 000IIt--attaoW S_j.Uc*
total-··-··-····----
1e&1.!1
~of IJ"CIUId (50.1,0)ten lD .......1lUt,--__i
~,tit......tIIIn'eoa a.a ..120 ~i1 Aft....IJM4,..
IoU.;·....'n.·.....,..,VSfe,a.a ......13,..1960.,",
1971 ~........t '.mo.OO-.J...:.~•••~.~-_••_-..,
•',T~.50',319."
179."
931.00
~.S8
lC'I'I.5&)
tl°"to.3t
~.,090.31
---------~;
.'
("
i
{
.50
2.00
1.00
1.00
10.00
,-----------,
I
....bo14J-.,!!tate of 8!!Rb!D ...
J,..u vaas.t7 1awpI
j
oJ4 oJJu1;of 4Iawn
I
QI4 ce4u CI!Jeet
I~""bS..
f3..u tab1n
)
~D ........u••uea (8)~-(ft'lDau we
I
tftDlUe eniDs IMlaS.2.00 I
Itt!'"._~~~~_.._.----._-.__~~._J
1 W 1.00
e1ecrtfto 4riU D4111eo.too1a 10.00,.
c100k 1.00
801a •oM1I'15.00
coltee tabla ad.e a4 td].'.00
a table 1.IQI 1.50
cUas..I'oaa nit.15.00
_~atald 1.00
41...sa cddaa-o~3.00
tabla eM ~o.s.n '.00
ftep noo1 .e
JOU"__'.00
...~Idlwauua 2.00
a.-.(aM lot)1.00
'*'aid e..,ftDltJ •J10Cbr 10.00
e1eatJo1a ...(20 JR.014)1.00
dink ...oIa1I'2.00
034 W 1.00
,.
Satisfaction $..
Total .."·$·ZZ.r
;<'"State Realty Tax '"$ .
r,.
N~1.1714
Washington,Pa.,.:LZ.'::::...!.:.::::...?.~19 ..
-----------------_._----_._---I---'
'"..."
....{
..,"-,• -I
;;.''1 ~..;"'\.-'
::
-;-
-~
:::>:•r-
~f"'.:"~,,-;
'.~
·'~_..
{/"",,
~\.
~=----~--;;:--:-;--------:-------------"liiII
Q ,
...~
I
o
I,~~.PUE:r ZE~S,of the City of Washington,WI1sh1ngton County,
Pennsylvania,being ot"sound and disposing mind end memory,do make,
publish and doclare this to be my Last Will and Tostament,hereby re
yoking all Vl1lls by me_r'::retofore made:/,e"
FJnt.T.:I ~lrJ~{t~...t ul1 1:1 ~U~~~t~~·r~~~'.'t.~"'~~".9r.r...!'1'OO be
paid as soon as convenient after my death.
SECCHD:I give,devjse and bequoath to my daughter,Barbara
~~,8ny automob1le ~moy own at the time ot my death,all my"house-
hold goods and furnishings,as well as my ho~e property cons1sting 0
a lot with the house th9reon knorm a~_,,,,7"")Donnan Avenue,Washington,
Pennsylvania.
THIRD:
.~~.,J ~T"r.'
All tho reet and resjdue of my estate real,pernonal or /
mixed nnd wherever situate,I give,dev1se and bequeath to my four
(4)daughtern,namely,Dorothy f~~~,~arje Evely?E~,Harz
Frances./-.filn1s,and Earbara Zese,share and sr..are alike'._'~,of . ___..__
;:~,.;,~',.:.....i,::..hc.rJ"'Y'·..:~···.~t6,~C""--~1"4t.,J ,.lot'
it«
daughter,Doroj;hY.~.!~,Executrix of th1~'~at \'Ii1l and Testa-
'"
IN WITNESS WHEREOF,I have hereunto aet my hand and seal th1s
.t;J!day ot Docember,1960,A.D•.-,..--
~.Signed,sealed,published and declared by tho abovo naml'f')_dotatorsa
and for his La3t Will and Test~~ent,1n the presence of us,who,at
hjs'reque~t,and in hiB presonce,and in the presence of each other,
-hf,lve heroun to subscribed Ollr namos AS ',71 tr:CS600 ttere to.
o
'/
)(I
I"I
i tl
-,0(
ptSQ,~'tr-4:e,~;..M.,@,'u.b rg"95'''9 6~
-'.~.-I-
•
1 9 5 0
1 2 9 1·5
1 4 0 0
1 5 4 0 0 0
1 1 1 9 9
5 0 0
3 7 5
4 5
7 0 0 0
1 5 0
3 0 0
4 6 3
2 3 9
1 0 8 2 9
1 8 0 0
1 4 0 0
1 2 5 0 0 0
9 0 0 0 0
1 5 0
1 6 0 0
3 9 2 5
1 1 7 5
4 2 6 4 1 5 _t.
....-
1_..~~__~;.:-;,...........~...It .....i......£...,&..............................................A......L..t,;.....£...................._...·~...;.................
RCC·4 (8·68)
No·8
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE45878OFFICIALRECEIPT•PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVE£9NE THOUSAND EIGHTY THREE and °°/1°0----------------------------dollars
DOROTHY ANN RITZ-EXR.representing Pennsylvania Inheritance or
Estate Tax due from the following estate:From:---otl1....l..J...Lo-I.:l.W:I.C:1.--..4.e-JU.I:l..LlW=.u....,-1!I
Address 611 WASHINGTON TRUST BUILDING 2%Tax on $$---~------ri1I
WASHII~TON PENNSYLVANIA 1 01 6%Tax on $_-"O....N.:....:.;A""C""'C""'O""'U=.=.NT"'--__$__"""l~,..ll~LO"'"'.~O~O'----lnI
File No.63-71-1164 Date of Death__11_-_8-_7.;...1_----t 15%Jax on $$111
.0
$,--------·1111
, ,t,
--""-~
.-.....$-----.-----=-__-I!lt
•~t-.._.\.-...
~--'c::;,':$---=:=.------IP.l1
~I ."'.,
$1,140.00----'~:......:--:,...---TOTAl TAX CREDIT
less five percentum of tax if -..:".,,-..
paid'within three months after :::'-:~;C-~••
date of death N :...;.J ,$4,....,I_"-57-'--=-~..:.0..:.0 111iI1
Plus interest at the rate of i.'~~--1"":.-:-~__%from _
to _
JMOiJ·i.
Name of Decedent __S~T_E_P_HEN__ZE---'-$_S ____1
Remarks:
WASHINGTONCounty --;
Date of Payment -'-_----JJ:aWJ.a.I:Y-..2;~~WL-...:--____1._--.%Tax on $.
Estate Tax,Act of
May 7,1927
$,==:::!:l:::t:,~O!::?83.!::.~OO~==:~TOTAL AMOUNT PAIDSEAl
38-224-2NOTE:To be delivered to taxpoyer
Received b~~~~~~~~Rt~;t;~4~~4-----1NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the..
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth all'
nat be precluded or prevented from hereafter assessing additional inheritance tax at the death af·""}h:..L)·(.~~~JU:I..;....~~_;_t~~l!!!!o..oO!!.&II£...-----I[J
life tenant or tenant for years whenever it appears that such additional tax may be legally due and
collectible for any reason whatsoever.;
'-..--
!)
r ~~...t--,i.t ~.,."'~•I
.00 T
1 3)5 00.0 0
(.5)5 a0 .0 as
5)7 4 8 .s a
3;)79.69
17925
931.00
24438
107.50
2!~09032S
24)0 9 0.3 2 T
I,..
r
.1
.-.....J.....~'~l
--..,;...
J .',
,
•'._I
_1"
Date oteo.tIller·.«!2'l!
totur pa)Uo
~"'l1b
•iIIl••,.·.·.···.
~I••*••••••••
........,18
.,.."MUe~;.:_,....
,III····~···,··
".
!!;Noatl!z
e.mace AeOt.10.61-6]63-*1108 .'Ice''',taw,CO••a.MS"-'re-.
JQJ ....-.nou of COl'lllMa au 8,."ea.18'I5
.....eta.Itoek of 1IoJt1Iua"'.'l au co.'-.81a5
sa nou 01 to.Btu OM co••••~
11 _Rook of ..s..,..1M.,.'.m
.....,.0D04a .11 .~lt8S.'S,.
1'OtaJ.,••------••----
Q
•,,7WJ.SO
3,m."
119.85
931.00
~.38
101.~
~"
1..0'of (SO •150)ten iD II,...WU'4,iII••,-,
.....,12DDe a.Aw ...
IOC*6QS,,...637-A."a,wUe,cUe4 aw.lI1l..1S,
1960.
J97l ~......,n .39'lO.oo-.al~."-'._••••••_._..tlJ,~.oo
•
•
2.00
t
-..J
-.......;-
,...
r _,
I~~.oo
.....f"':-o·•...V\,...
olect.ric drill '1.td mice.to'Jlc
eirror
.-rj'.-
C~l"')~oU'o~
di.:-.!c~(~lot)
I~.;.JO
1.5C
if
J5.v."
:'.J.:
).JV
S.*J
.2;
5.....
2•.)J
l.~
lO.~
1.00
2.JJ
,.~
1'\
)
I
(\.,
'~J \::
Q
"~'~
~
"'-.
'''>,<>,
"~
"'-,
"'-"\,
,""
\
1.....-......---,..---,"----,~j .
I.....~_,__L~._'J ~.