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Home My WebLink AboutOC1971-1235 - ESTATE OF MACK;~--------- .,. !",/-./, Q!ommouwralt4 of ,rUUSYIUUUiU.} lIas4iugtou Qlouuty.ss. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid j on the 16th.day of December 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 sara L.Mack late of Fa11owfie1d Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Melvin B.Bassi the Executor III _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 Melvin B.Bassi committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Offi'ce,at Wa'shington,within ninety days from the date hereof,and to render a just and true account of s·aid 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 16th. day of December III the year of our Lord one thousand nine hundred and Seventy One Register ./ ./I .(.-. ( I I I l ~~..... 1&.....tl; ~t-1 Sl:l ~ t' IT1 t'"(Jl €I-I•»~ III -I ~~IT1 ..... 0 ~b "TJ a~~:::.....~t-1<= .I.....,.. t,.....- .and Testament,hereby revoking any and all former Wills by me at any time of Fallowfield,Washington County,Pennsylvania,being of sound mind,memory ?'-- I ;- N~flltill ann Qrt!da.mt~nf SARA L:'MACK--- ---------~_...::-:------------~---,----- ';--..... -"(.....:'\-.. 1'+---- ", i_"-;-"f )/~. KNOW ALL MEN BY THESE PRESENTS,that I,SARA L.MACK,of the Township .and understanding do hereby make,publish and declare this to be my Last Will :heretofore made. .; ; H And as to all of my estate,whether the same be real,personal or mixed,of whatsoever kind and nature and wheresoever situate,of which I die seized and possessed,I give,devise and bequeath as follows: FIRST:I direct the payment out of my estate of the ex-. penses of my last illness and funeral as soon as conveniently possible after my decease. SECOND:All the rest,residue and reu~inder of my estate~ of whatsoever kind and nature and wheresoever situate,I direct my Executor, hereinafter named,tosel~and convert into cash at the best possible price or prices obtainable therefore in his own sound discretion and to deliver,. o make and execute good and sufficient deeds for any real estate without approval of Court.The said rest,residue and remainder is to be divided equally among my beloved neices and nephews,to-wit:LARRY MACK,EDITH LANG, DELORES KELLY,EVELYN KOVOLOVICH,ALFRED BODDICE,LIITHER BODDICE and SARA MACHALSKI.,i~equal one-seventh (1/7)shar'es to have and to hold the same unto them,their heirs and assigns forever 0 In the event that anyone of ..my neices and n~phews should die before me,I direct the share to which they would have been entitled be divided among the remaining heirs named and surviving hereino -.."\..... .-.:~,~~ r~-'".'-- ..(~t'·~~ .'.". THIRIl:I nominate,.constitute and app~int MELVIN Bo 'BASSI,Executor of this,my Last Will and 'I1estament.I further direct that he shall not be required to enter security in any jurisdiction in which he may act. IN WITNESS WHEREOF,I have hereunto set my hand and seal to this, my Last Will and Testament,this I'lL£day o4k..,in the year of o~r Lord,One Thousand Nine Hundred Sixty-Nine (1969). ~., (SEAL) Signed,sealed,published and declared.by the said SARA L.MACK as and for her Last Will and Testament,inthe presence of us,who at her request,in her presence and in the presence of each other,all being present at the same time,have hereunto subscribe~our names as w~tnesseso .p.(~/.Ij !.(/\Jcl/-\--:1/ ~~.. i -.- &3-7/-/:A3~ i\ffibanit (@f iExrrutnr (@r i\~mini!ltratnr ) ~tatr of Jrttttoyluattta,t ss: CltoUttty of lIaoQtttgtOtt ~ Personally before me,the undersigned authority,a ~?.~.~E.¥.~.~~.~.~9...in and for said County and State,appeared ~.~~.~.~.~~.:~~.~.~.~who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ..§.9.:.t:~t ..L.,M9.:.g.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...§.~f.~!t..~~.?&:.~, 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 ~/lIQ:. Sworn and subscribed before me this }..~~?. ~::[laZ :\2 . Notary Public ADDI IONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 1Juurutnry auil1\pprai.armrut of the goods and chattels,rights and credits which were of §.~E.~~..~~.?:9..~Jate of ~9.~.~~.hJ..p.9..~E:.~JJ:.QNJJ..~J9 .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS REALTY None PERSONALTY 1.Household goods and furniture 150.~O 2.Family exemption due from Estate of Luther R.Mack, a/k/a L.R.Mack 1,000.~O 3.Checking account at First National Bank &Trust Co., Washington,Pa.(Charleroi office) 128.~l 4.Proceeds due from Estate of Luther R.Mack,a/k/a L.R.Mack 3,112.~9 5.Savings account no.2292 at Charleroi Federal Savings and Loan Association 6.Benefits from Bankers Life &Casualty Company 84.3 7.Refund from Bell Telephone Co.of Pa. 8.Social security lump-sum death benefit 255.DO ~8,508.17 5 103-7/-/~3r-c<~oZ-.5 pd..~po .,.- ...,~..-7 ~, Inventory and Appraisement IN THE ESTATE OF SARA L.MACK....................................................................................................... ~ • =-.April 2 .-73'Fzled ,19 . a,."":E ::u l>rn::O <nG?C:::I:-(f)-<n(f);z:-i rn C)rtl -----I ::0 ;-,0z~:s::o J,..o::C;o.:;:::z: _'"'0 r-0,'!>(f) .. -.J "":x:- ~::c r-v -0:::: '"" -+: .~U'1 ." ..-Ii"ij .;.:--. r+1 f..~:. ~!i~"', 'WI f"·. ~-. '::,..:. MELVIN B.BASSI Attorney at Law 701 McKean Avenue Charleroi,Pennsylvania ....9 ~S~;O""J"-Y z STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as J?:~.verily believe. Sworn and subscribed before me this __JO_tb.. March 73day:<J.~...--~.-------~---:--------.--..-----------19__...~.Q ~\ VjMm~C~RRINGTON,NOnR~PUBUCCr~RlER01 BCr~~~R,~:P.~I',\i\GTml COUNlYM~t COMlI\\SS\G:i mIRES ~UGUST 19,1918 Washington County,ss: !: .B'~ 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..__/~__4.."':.__7_~_-:._I~_..f __ Witness my hand and ~fficial seal this--------7-------------_ day of -----/!J.-~-r-..·------:-----------------------·--------------19-~:l _~.~__.~I Register of Wills j ~......t~1 0 ...., l:l::l l-l0<>0<> N)<l1 +J::l ~U Q) X~-~~Ii'! Ii 0 u fil ~--""Eo<r-l ·d<l1 ttl Ul\'i-Eo<.s::tilU1H.r-l ttlI:fil 4-l l!l ~\~'0 . F:t:s::l!l~U)ttl s::+J .r-l til :>l-l r-l0.r-l Q)Z li-I ~ -I ... 1 '\ .iI ,I .,'\ ,"~I',I'I 1 '.......".,....,,_~"'..."'h•..a,,~,,."~"",,I'; P:"lt p;~1···_......l)'P APR 2 PM 2 45 RUSSELL t.iARINO EGISTEf{OF WILLS ASHINGTON CO ...PA.,t. '0 ~----_..--- o...., .. ''\ ." "(-I ~, .. ~ ,~ ""'," 1"-~.~ '.""" -- I'/Counser-for Accountant- The Court is respectfully request~etermine proper distribution in this esta!.~:.~ct-{,~~~ -•---- THE FIRST AND FINAL ACCOUNT OF MELVIN B.BASSI,EXECUTOR'OF THE ESTATE OF SARA L.MACK,DECEASED,LATE OF THE TOWNSHIP OF FALLOWFIELD,WASHINGTON COUNTY,PENNSYLVANIA Principal Personalty $8,508.75 Income Personalty 163.96 Principal Realty None Income Realty None I I Total Assets of Estate $8,672.71 Less Credits Claimed 2,787.19 Net Amount for Distribution '-" $5,885.52 PRINCIPAL PERSONALTY The Accountant charges himself with Principal Personalty received out of said Estate as follows: Per Inventory and Appraisement INCOME PERSONALTY $8,508.75 The Accountant charges himself with Income Personalty received as follows: Interest on Savings Account No.2292 at Charleroi Federal Savings and Loan Association $163.96 The Accountant credits himself with the following out of said Estate: Safety deposit box rental 6.00 Harold L.Schrock Russell Marino,Register Melvin B.Bassi Melvin B.Bassi James Alfieri First National Bank Bell Telephone of Pa. Peoples Natural Gas Co. West Penn Power Co. West Penn Power Co. Kurtz Monument Wanda Carrington Charleroi-Monessen Hospital Alfieri Realty Pa.Dept.of Revenue Washington County Reports Valley Independent GUy Rogers Funeral expenses Administration expenses Attorneys'fee Executor's commission Insurance premium Phone bill Gas bill Electric bill Electric bill Marker Notarizations Hospital expenses Insurance renewal State income tax Legal advertisement Legal advertisement Witness trip on will $1,736.75 46.00 417.94 250.00 28.00 4.37 8.06 11.01 5.21 115.00 10.00 77.71 28.00 2.14 14.00 12.00 15.00 $2,787.19 PRINCIPAL REALTY The Accountant charges himself with Principal Realty received out of said estate as follows: None INCOME REALTY The Accountant credits himself with Income Realty as follows: None Under Act No.587,Approved May 16,1929,P.L.1784, as,Clmended by Act No.51 of April 24,1931,P.L.67 State of Pennsylvania } County of.Westmoreland .: Personally appeared before me William H.Pore,General Manager of The Volley Independent,who being duly sworn,deposes and says that The Volley Independent is a doily neWSpaper of general circulation in Fayette,Washington and Westmoreland countiesi Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Volley Independent has been regularly issued in said county,and that a copy of the printed notice or pubfic9tion is attached hereto exactly as the some was printed and published in the regular editions and issues of The Volley Independent on the following dates,De cembe r 21,1971 December 28 and January 4,1972 Affiant further deposes and says that he is General Manager of The Valley Independent,a doily new&paper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and that all allegations in the foregoing statements as to time,place and character of publication are true. COPY.,NOTICE I Letters l~.....~~~f1 ,;,;~:tate -of' Sara L.M&Ck;t~to of FallOWfleld Town- ship,Washington County,deceased,hav-ing been gr~ted by the Reglsler ofWashington~l 'Jotlce Is,/ler..by giv.en to all pertoos;klCIebted 10 said eslale10makeimmediatepaymenl,and 10thosehavilj9claimsagainstthesame Ito present theb1 wfthou~.dei)!lY to MelvinB.BassL«eculor"701 McKean Avepue,Charleroi,PennSylvania.Woodward andBassi,attorney,701 McKean Avenue,""'!Charleroi,Pennsylvania.12:21,28;1:41_ Swam to and subscribed before me this _ day 01 ,19__, Notary Public My commission expires _ STATEMENT OF ADVERTISING 'COSTS: Woodward and Bassi,Attorneys at Law 701 McKean Avenue Charleroi.Pa 1~022 TO THE VALLEY INDEPENDENT,DR. For publishing the notice or advertisement attached hereto in The Volley Independent on above stated dotes . . . . . ...$12.00 Notary ~;'$ _ Total $12.00 IECEIPT FOR ADVERTISING COSTS The Valley,Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certifies that the same have been duly paid. b._ THE VALLEY INDEPENDENT a..12/20al017'I tl.At ,WashmgtOIl1 wnmiy lRe~oRis ·1 Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) 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. •••••• •• • •••••••• ,f 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 officilll1 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: December 23,30,1971 MACK.SARA L.,Dec'd.---I Late of Fallowfield Township',Wash-'ington County,Penna.IExecutor:Melvin B.Bassi,701 Mc-\Kean Avenue,Charleroi,PennsylvaniaAttorneys:Woodward and Bassi,701McKeanAvenue,Charleroi,Pennsyl-vania ...........~!!g~.~.Y.9..J ~.9.7.?.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~~~~M ~mFw.nt"t'~~:=?2_:"E .Editor Sworn to and subscribed before ~th~is~--- ..~.!~day of...~~.~~~,19 ??..~"-~/~~ JOSEPfi!r!E T.SGJM!.MWl\ NGt~ry Public,Washington,Washington Go, My Commjs~jon Expires July 1,1974 ~u t4t Qtumt uf Qtummnu ,Ittlli uf mtts4iuginu Qtuuuty, 'tuusylunuitt,®rp4ttus'Qtuurt iliuisinn J ESTATE OF Sara L.Mack, Deceased. N 63-71-1235o._~:........;~....=..:::..::....::_ In the matter of the First and Final Account of Melvin B.Bassi, ,Executor ADJUDIC~NAND DECREE And now July 1£,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $4915.87 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 . .~ J. SCHEDULE OF DISTRIBUTION Balance per account__~..,...--_ Additional credits -Audit Balance._ Deduct Clerk's Costs &Receipts,_ Attorney__--=M=..;:.e..::..lv:....:i:..:.:n:....:B~.-=B=-=as=.:s=-.:i=---~_ Adjustment for credit resulting from excess of $250.00 charged for family exemption and $1.88 excess on share from Luther R.Mack Estate,less improper credit claimed in Audit Petition of $116.87 for 1/2 Inheritance Tax in Luther R.Mack Estate, Larry Mack,1/7 residue, Edith Lang,1/7 residue, Delores Kelly,1/7 residue, Evelyn Kovolovich,1/7 residue, Alfred Boddice,1/7 residue, Sara Machalski,1/7 residue, Luther Boddice,1/7 residue, 969.65 21.00 135.01 679.98 679.98 679.98 679.98 679.98 679.98 679.98 $5885.52 $4915.87 $4759.86 No balance <- .'~ ..,'.". ;); .~ 0"'">- ~ m n ::s (I) n &5 =.0- 0 .... .....c '~if ~ (D .::S.... ~ 0 3 M ..,..0 ~ "'"0.... ::t 'it " ~. .., :: 0......... ~ ::r ~. C1l ~ ti~ ," tl) ,\1, •C \' J.) _J _J.j -( L \' J J. J' lIlIIiIi"'"\11'''-~-~.,---~,-"-----------~ RECEIPT AND RELEASE IN RE:ESTATE OF SARA L. MACK,deceased IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.63 -71 -1235 •r"'\'\, :,...:I"'J :'1 ,......~"".......... I t I ,~~r'\"f ..f.....t I,.)ct.\ ", sr'.";r) ·vd ,or .. MELtiN JB:!~A~~I -..;u. Attorney at Law 701 McKean Avenue !.~.Charleroi,Pennsylvania 15022 ~--- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith. $679.98 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection $679.98 p7 Luther Boddice IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith. OAli~ed Boddice $679.98 ". IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith. $679.98 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith. $679.98 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B.Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith • .~~~yn KowaieViZ $679.98 .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased ...NO.63 -71 -1235 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds from Melvin B:Bassi,Executor of the Estate of Sara L.Mack,deceased,in the amount set forth opposite his or her name pursuant to decree of Orphans' Court at the above number and term. The undersigned,by execution hereof,does herewith release,exonerate and otherwise save free from suit,claim or demand Melvin B.Bassi,Executor of the Estate of Sara L. Mack,with respect to all acts done and committed in connection therewith. $679.98 11u tl1r {@rP!1uUll·Qlonr!of Ba.aQiugtnu C!Inunty In the matter of the Audit of Account in J Estate Of S_A_RA__L_._MA....:..::..C::...:K 1 TO THE AUDITING JUDGE: 63 -71 -1235No.,_,19__,A.A. ,Enter m_y --'appearance for__M_e_1_v_i~n_B-..:..._B_a~s~S:...:1=-·.!...,---=E:.:x:..:..e.=...::c-:u=-.t=.o=rC-.-_ ~--~<Y0' 21st ~y ~May , N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with 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. ,19-lL r/ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ~ Estate of ~~~..~.~~~.~__-------.-- Deceased No ~.~_..~...:?~..~..}.?35 Fiduciary_....M~JyJ.n...~.~...~9,§f?t..L ...~~.§9.1J~9.~ Date of Date of Decedent's death O'~.c.~mP.~.~8...,;1..9.7..l.Grant of Letters P~.9.§ml;?~.+...JQ.,.l..~.1.l._ . This is the J;i,..~~t 9.:ng f.i.:n9J account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . None Election to take Under ~xwill.(cross out one) Date Election Place of; Filed ___ _Record __. . Name of surviving spouse ~9..n~_____.__.._.___._.___.__ . List issue,where material: None' ',' ...,. Did decedent marry after execution of will?(indicatek~§t%:No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them _.._.___._.... Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Larry Mack Nephew 1/7 Sui juris Edith Lang Niece 1/7 Sui juris Delores Kelly Niece 1/7 Sui juris Evelyn Kovo1ovich Niece 1/7 Sui juris Alfred Boddice Nephew 1/7 Sui juris Sara Macha1ski Niece 1/7 Sui juris Luther Boddice Nephew 1/7 ..Sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed: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.kim. I If any exception give cause:~.C?~.E?. File copy of Notice 8 1973 and date of mailing ~.':l:'!.~. Is estate subject to the filing of a Federal Estate Tax Return?~.<?._ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amounf~..:·~~5.:~(:~.7JL . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ~9.P.~. 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. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional I'debits not shown by account: Total additional debits ,(Add) Itemize any additional credits not shown by account: -Russell Marino,Agent (Inheritance tax re ,_,Estate of Sara L.Mack)$852.78 Russell Marino,Agent (1/2 inheritance tax re Estate of Luther R.Mack chargeable to Sa~a L.M~ck Estate)116.87Totaladditionalcredits'(Subtract) Balance for distribution 5,885.52$. $None-__-_._-_.-_-..---..--- 969.65$. $4,915.87 ..........._-_-.-_----. ; If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash " 0_ \ , ! f- [, ~,~] III "I~I ---j ~I,~ ~ .. $__-.::8=1:..:::,9.L;'g~8~_iU $----'-----....- ....-..-..--...----...-....--........---..dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: %Tax on $---$---'--~~-'-----i Estate Tax,Act of May 7,1927 6%Tax on $5,466.56 2 %Tax on $~$,.II~~ 15%Tax on $.-'--_'__.,-$-'--_ TOTAL TAX CREDIT Less five percentum of tax if paid withi n three months after date of death Plus interest at the rate of ~%from 9-9-72 to Date ESQ. CHARLEROI,PENNSYLVANIA 15022 From:}tEtVIN BASSI Address 701 McKEAN AVENUE Name of Decedent SARA L.MACK File No.63-71-1235 Date of Death 12-8-71 Date of Payment ~ri1 30 1973 County .....;.\I.:...:.{A=S...;.;H:.::I.....;.N.....;.G..::.T..:..O.:..:.N ~ Remarks:I~I$------------II~ II~I $,__~321!1L1l.~8Q!I!_,~ @00 ~@~~ill [L SEA L TOTAL AMOUNT PAID $852.78 IIII~ NOTE:To be delivered to taxpoyer Q__J Received b '"'"')"I' NOTE:In accepting the transfer inheritance tax on future estates.prior to the death of the life"-.r,,-.)J ' tenant or tenant for years.as evidenced by this receipt.It is understood that the Commonwealth slfoll ..J-.t'{}i )':' not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the --..~.I "~•,~i .life lenant or tenant for years whenever it appears that such additional tax may be legally due and ./''-.../\h/1')tl1.",~~;!~~:kH;;.2:~i4'~R!::=G[JHt:.::IlmD8m::JH:GIliI:!Ii:Hl:lCi~~~~:JiEut"=::'lUI=i>'mimD=:l!la:::~=:::J~~~ ':I r .~',~'.~.."'P,;:~~~;;_~i.=i7;,..:.-.~;~£~l.a:'~J~;':::"~·~;.,>,;,'J:(_';,l.;,\,.,.-,,:C}".j. I,RI"C 4 1!i,68j~'f ~/COMMONWf.ALTi~JOf PENNSYLVANIA ,II DEPARTMENTOF REVENUE .l''\'1 5 .;l "0 C 3987 OFFICIAL RECEI~T ~P~NNSYLVANIA INHERITANCE AND ESTATE TAX ji RECEIVED EIGHTY HUNDRED FIFl'Y-Tl'IO and 78/100 /'./ If Family Exemption claimed by Petition,give place of Record:~~!;1.~__..__.._.._.__ _.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.._._~<;?!:l_~..___ . 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: Larry Mack Edith Lang Delores Kelly Evelyn Kovo1ovich Alfred Boddice Sara Macha1ski Luther Boddice 1/7 residue 1/7 residue 1/7 residue 1/7 residue 1/7 residue 1/7 residue 1/7 residue COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, And your petitioner will ever pray,etc. being duly ...~~9~XL _._.doth depose and say that the facts set forth in the foregoing petition are true to the best oL__.....~.~.~..__..._.__..knowledge and belief. :~=~::;:~~~:~-~~::-:;:;-:-~-;;:1:.;~----~---"""'<::;2;I~~.....,.~------- Signature of Offi~.~Melvin Title of Officer ~.9.~~.~y ~:':l.~f...:h~. ..UlGiUN MUnR~PUBliCOfficeexplresJ,\JM\~~t~mt•.:•.•.~[f1~TI.filt1l.1)"jGr::t.~.••••••..••.• CIIMlltROI ~nRn~r.n,~,vI \~l Sl 19 191.~\~COt.\\,\\SS\O"l'l.V\RlS ~M ' •'!'.. .'/ ~No.63 -71 -1235 ·~. Estate of _.§~M..k_·_.__~~!5 _ ... Deceased Fiduciary.....~~.~.'Y.~n B.Bassi I.................---_..--_-_-_.. Executor PETITION SUR AUDIT--FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9: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 on attest copy of Will. 6.Copy of inventory and oppraisement. 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. Melvin B.Bassi Attorney ~2 ~~.~;""" ·/ .~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF SARA L. MACK,deceased NO. NOT ICE 63 -71 -1235 You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills'Office in and for the County of Washington,Pennsylvania, on April 4,1973. You are further notified that final audit of said account will be made on Monday ,_...;M~.a-.:y 2L-.,19...21-,at 1 :30 o'clock ~.M.in the Orphans Courtroom on the third floor of the Washington County Courthouse,Washington,Pennsylvania,at which time you are entitled to appear and be heard if you so desire•. WOODWARD AND BASSI May 8,1973 .by ./s/Melvin B.Bassi Attorneys for Estate . IN THE COURT OF COMMON PLEAS 'OF WASHINGTON COUNT,Y,PENNi. J Estate of IN RE: SARA L.MACK, r:o Il:f-5APPEARANCES: ..J0( o o :l., No.63-71-1235 ,I",,. ( ) ( ) (-: ) ( ,. •• T.HE HONORABLE P.VINCENT MARINO, Specially Presidin'g. ',';r" /'!.i ".;..' -MELVIN B:BASSI,ESQ.,of Charleroi,Pa.,.~'".,.l lrepresentmgtileAccountant. '. ORPHANS'COURT DIVISION ~... .~. , c 0( z~Dec e'as ed ...J>-l/)zZ IIIa. iof-~ Z ~BEFORE: ~ ~,. \ ~TIME:r-III Monday,May 21,1973,at 1:30 o'clock P.M., EDST. Bassi and the attorneyis Melvi,n B.Bassi.'Mr.Bassi? the estate of Sara L.Mack,deceased. MR.BASSI: uiIl:IIIf-Il:o~-THE COURT: Il: f-Il: :lo U ..J0( o.ii:LI.o The next audit'is Number 1235 of 1971, The Executor is Melvin .If Your Honor please,may I make a request to the Court that the Court consider the audit in the estate of Luther R.Mack prior to the cons ideration of ,the audit of the estate of Sara L.Mack,for the reason that the cestate of ' Sara L.Mack is a recipient of proceeds from the sale of real estate in the estate of Luther R.Mack. 2 ~. THE COLRT:What relation are they ? MR.BASSI:Daughter and father. THE COURT:Sara L.is the daughter. sale of proceeds and other assets which were in the form of of those estates.There are no outstanding claims. with the distribution according to the terms of the Will in the And there are no outstanding claims in this particular estate . No,sir~She died leaving a Will in which Did she die intestate? Is there anyone in Court interes ted in the We will hear the Luther R.Mack estate. Now this brings us,if Your Honor please, Yes. estate of Sara L.Mack.The Inheritance Tax has been paid in each I was named the executor.And there are no problems in connect on personal property,included ci;:morg ~hich were household goods and to the estate of Sara L.Mac~,which has in its Inventory the half share that came to it from the estate of Luther R.Mack on tt e furniture and a small checking account and two savings accounts. MR.BASSI: THE COURT: THE COURT: MR.BASSI: THE COURT: MR.BASSI: .\ -~z0(>.J>-l/lZ Z1&10- i0l-e>z :I l/l 0( 3::, ~0 \ItI-l/l Q c .J0( 0 C :J., :tl-I'-N !Ii It1&1I-It00- 1&1 It I-It :J0U .J 0( 0 ii:Ii.0-estate of Sara L.Mack,deceased? (NO RESPONSE) THE COURT:The audit of this estate :will be closed by the Courf.,.,,. ( A UDIT CLOSED) II • ·.7 The foregoing record of the proceedings upon the hearing I hereby certify that the proceedings and evidence are of the above cause,and that this copy is a correct transcript of the same. ~uii:l-II) o ..J0( ~o:>., :tl-I'N 0( z0( ~>-II)zZIIIII. ioI-~contained fully and accurately in the notes taken by me on the hearing :J: II) 0(:=cl ,,;; ui~of the above cause is hereby approved a,nd directed to be filed. a:oII.IIIa: I-a:::>ou ..J0( uii:II.o .. ---------.----.-- J~..?-7/-/;;<.3 ~ OFFICE OF THE REGISTER OF WILLS Form No.RCC-62 (4-71)THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE I',1881, EFll'EC'l'IVE .JANUARY I,1982,(FILE IN DUPUCATE WITH COpy OF 'IlC:'ILL AT~~CHED) County of t:\"~.~l:l~Agt~I}. ......~f7~Y:~~..~~.~~~~.~'of 7.Q+.M~~~.~I;l ..l\Y~.Ilv.~.,..<;p.cn:J.~~9.i,•.~q.,. (Name)(Addresa) being duly I?_~9_~!?_.according to law,deposes and says that he is thc ~~~_9_~1:.9.f _ (Exec"Adm.,Legatee.Etc.) SARA L.MACK .R.D.#2,Charleroioftheestateof. .whose last residence was . .--------- (No.)(Sueet) g~_~~_:!_.~!'_<?.t(?__~!deceased,and that the whole of the estate of said decedent,who died __1~L~L.7J=-----------_ (CitY.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None None Personal Property ~1.Proceeds due from Estate of Luther R.Mack.a/k/a L.R.~3.ll2.69 Mack 2.Family exemption due from Estate of Luther R.Mack,a/k/a 010~l,OOO.OO; L.R.Mack 3.Checking account at First National Bank &Trust Co.,/L4>('L-128.71 ,'I (V Washington,Pa.(Charleroi office) 4.Savings ,account no.2292 at Charleroi Federal Savings and ~V3,775.25 Loan Association 5.Benefits from Bankers Life &Casualty Company 6/t'h.:J 84.43 6.Refund from Bell Telephone Co.of Pa.~1 -:J 2.67 7.Household goods and furniture mh,rJ 150.00 ,TOTAL $8,2.5'3.75 _•- NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in "which the account is registered. --,---------------- Jointly Held Property ,Estimated I "Value , "'-NonA None -'"- - Transfers within TWO YEARS Prior to Death None None .1 That at the time of death there was no safe deposit box registered ih 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 Fi r~t-N::lt-i rm::l 1 R::lnk &Trust Co Sara L.Mack Washington,Pa•(Charleroi office) . BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Larry Mack Nephew Yes Sui juris 1/7 residue .LU4~t'ran-LJ.ne .parKwayMunster.Indiana Edith Lang Niece Yes Sui juris 1/7 residue ou rU.L,-~n~p KoaaBaltimore,Maryland Delores Kelly Niece Yes Sui iuris 1/7 residue ~~tt Holabi~~Aye~~e~aimr)re larvan Evelyn Kovolovich Niece Yes Sui iuris 1/7 residue 14.L.j .t10.LaDJ.ra Avenue Baltimore Marvland Alfred Boddice Nephew Yes Sui juris 1/7 residue 7929 st.M ~ IJ.l..l.VC Baltimore,Maryland Sara Machalski Niece Yes Sui juris 1/7 residue ~'(jUI WJ.l.l.S ROad.R::llt-imnrl:>M::lr,\,1::lnn Luther Boddice Neohew Yes Sui iuris 1/7 rpc;n110 75~1 School AV~?U~ClBaf-;mr)rA M::lrv ::In, ~-~-'~---,~,-,----,---~-~---,---'----~---------------. Funeral expenses paidHaroldL.Schrock ~ RESIDE1'l:r .DECF;DENT DEBTS AND DEDUCTIONS CLAIMED -•'\NOT;;.;;;~;;,;';.....:::L:.:.:is:..:t-=fi:.:.r;:..st:....:fi:.:..v-=e-=i..:..:te:.:.:m:.:.:s:....:i=n-=t:.:.he=-=.!sPc.::a:..::ce~s:....:s=o...!pi:.::r..:.ov.:.:i=de.:..:d:!..,..:.o.::..:bs:.:e.::...rv:..::e:....:n::.:o:..:.ta::,:t::.:io:..:.n:..::s--=t=he~l~·e::..:..:on~,....:a:.:.:n=d....:i:.:.ns:.:t.:..ru::,:c:.:.tl:.:·o:.:.ns=-.--_~-~/:....~__---=D:....:E=.:B=.T::......:O:..:R.:.....;:C=L::..:A:.:..:IM=-----.__---..:.;N:.:.A:..:T:....:U::..:R::..:E::........:O:...:.F----=.SA=M:.=E:....--.---=A.::..:M::::.O.::..U.::...:.:N:...:.Tr----icTHIS COLUMN~EGISTER ONLY $1,736.75$ Family exemption (wiJI not be allowed unless decedent died residing with a spouse or children.) Russell Marino,Register Melvin B Bassi Administration Expenses * Counsel fees * 46.00 417.94 Melvin B.Bassi,Executor Fiduciary commission *250.00 OTHER DEBTS AND CLAIMS (*)See Note below James Alfieri Insurance premium 28.00 First National Bank Safety box rental 6.00 Bell Telephone of Pa.Phone bill .4.37 Peoples Natural Gas Co.Final gas bill 8.06 West Penn Power Co.Electric bill .'11.01 West Penn Power Electric bill 5.21 - Kurtz Monument Marker 115.00 Wanda Carrington Notarizations 10.00 Charleroi-Monessen Hospital expenses I 77.71 Hospital Alfieri Realty Insurance renewal 28.00 Pa.Dept.of Revenue State income tax I 2.14 Washington County Reports Legal advertisement 14.0 Valley Independent Legal advertisement 12.00 Guy Rogers Witness trip on will 15.00 Total $2,787.19 'Lf &1.,~ Note:The.estate agrees to advise the Register of WiJls if the amount actually paid in~ettlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed.~U Lt-t'~~'"'..tltft',r4~t.'f.~.Subscnbed and sworn to before me this .....•..•.......~tfr.l '~<9.'1 ~~. .•.....•.•..•......~•...•..••••••••. . .'QJ'~";~~n ;gy (E:recutor·~eoJO 30th March 7~I;j;,;:~t;4b~...~day of.,19....~I''.~~~'f,{'r A 701 McKean Avenue ,',. ;('I"'ti:::;~ft;~i:t (St~~~t'N~~b~~i .. Jl'i/~....:..1'."l~#~Charleroi,PennsylvaniaNotaryPubll.c ~. (City or T.own and State) Having been duly swom according to law,I do hereby certify that the above appraisement is made in conformity with law on this ...................~-:;:t;::A day of ,~.:L,.>CZZ·.:..'}19.7J 0'..'.b ~········~~···.···W~·.·,··,.:: .Apprlllser In the event th~t any future interest in this estate is transfel'l'ed in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate fOI'life or for years,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF Dated:••.•..~~R.9....1~l~~~.~g.L.~M~.... :1 ·',.;, ... ,,) Form No.RCC-62 (4-71) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF SARA L.MACK Deceased Late of .'l'p.Wtl~.b.ip..of..~S1.1.1o}'{~i~.J.Q. County of .w~~.b:iJ'l.9t9.Il . Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd "00 N01~NIHS'I'Mi SlllM :10 t.!3.LSI~31f ONIHVr{1l3SSn~: MELVIN B.BASSI Attorney at LawgftZna,l fICJU1 E.J.venue . Charlero1,P~nnsylvan1a' I Q:3 ll.d .~..'l'!'\'.r,,·'r?...·"..~r*I.." ~~ ~; -"""'I- RCC-Sl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MELVIN R.BASSI {Executor or Administrator} IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of SARA__L_._M_AC_K _ __W_AS_H_I_N_GT_O_N County -File No._6.;.:.3:.---.:.7.=1---'=1::.;.2.::::.3.::..5 _ Dear MR.BASS! ORIGINALYouareherebynotifiedthatthe _ appraisement in the estate of SARA L.MACK has been filed in the office of the Register of Wills of WASHINGTON County on APRIL 5,,19 73 ,Said appraisement reflects the following valuations: Real Estate _ Persona I P roperty_-=8:..z:J>=25~3~.•~7'-'::5:.--_ T ransfers _ Jointly Owned __----,.----".-,..,..-,....~------ Tota I 8,253•75 As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve montlls when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged.. Any party in interest who is aggri eved as provided by law. Date L/--S-7J DATE OF DEATH:DECEMBER 8,1971 Note:This is not a bill. an a praisement may appeal therefrom I' 0"f NOTE:TO BE SUBMITTED IN TRIPLICATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) Pennsylvania Deportment of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: 02 02655 4 09--Cbecklng Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: Firet National Bank &Trust 00. NAME OF REPORTING of Washington,1'a.,Charleroi OfficeFINANCIALINSTITUTION._ 210 Fi.fth 8t.,Char leroi,Pennsylvania 15022ADDRESS _ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT _ NAMES ON ACCOUNT Sara L.Mack ....lildivlc1ualORINVESTMENT _ DECEASED JOINT DEPOSITOR,Sara L.Mack TRUSTEE OR INVESTOR __~_ Box 473,R.D.#1,Charlerol.Pa.•15022ADDRESS _ NONS December 8,1971DATEOFDEATH _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _ N/AADDRESS --'---- RIARELATIONSHIPTODECEDENT _ DATE DEPOSIT OR INVESTMENTJanuary 26,1945WASESTABLISHED _ BALANCE,INCLU'DING INTE~81 DUE,AT DATE OF DEATH $--------7!--------~t.ntcaBbier TITLEr>'lJ RcC -0~ "\l \1_~-----o;.:.:_{_.;_/_~_ flCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MACK"SARA.L. (Last Name)(First Name) DATE OF DEATH 12-8-71 (lnitial) FILE NO.63-71-1235 REPORT OF INHERITANCE TAX APPRAISER vJASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~_ 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". INHERITANCE TAX APPRAISER FRED TOSI ~APRIL 5,1973Dated:------=--------- REPORT OF TIlE REGISTER OF WILLS ~~ I,the undersigned duly elected Register of Wills in and for WASHINGTON 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".,~rlesser amount represents the sum allowed as a deduction.:J'~ Dated:APR 6 197~RUS~ELL MARIN~\'\~_t \8'"' --. .'REGISTER OF WILLS ~ VALUE AS REAPPRAISED $-------+--8,253.75 8,25);.75 22,787 ~19 5).4,66.56 VALUE AS APPRAISED $ 2,787.19 VALUE AS REPORTED $8~25».~ 8,253.75 CLEAR VALUE OF ESTATE 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) Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. __c $ t= $ $ C $ COMPUTATION OF TAX $--------+-- $---------4-- $---------4-- $--------+-- $---------4-- $====::::::::::== $====~ $-------1 ___---ll_ TOTAL TAX BALANCE :------1~ PAID $---JL Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $-------1 Estate tax paid $---J BALANCE DUE Add interest at rate of 6%from ------I.to----- TOTAL TAX FOR USE OF REGISTER ONLY Tax on $---------f--2~~ Tax on $Iif~")':; Tax on $5% Tax on $10% Tax on $If5'%\'ExemPtions=======~F==~Total Estate --I-__ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation• • ,--- Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Sara L.Mack Deceased Late of . County of FALLOvlFIELD TWP. .WASHINGTON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL -,'.'J!1'6-'•.1 ;' Form RCC-2... 1 d"" ,"DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT APRIL 5,1973DATE . NTY WASHINGTONCOU _. FILE NO,9).::7.4,~.l~3..5._ . Whereas,~~~.~~~.~late of 9.~A..~~9.J.. in the County of ~~.~~.!~~.~9.~Commonwealth of Pennsylvania,having died on the ?~~day of .P.¥.9.~~19..7.;4,..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,r:~P.'rO'$..I ,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 Apprallement Delorlptlon of Anet Valull Made for InherltanoeTaxPurpoul PERSONAL $ SEE COPY OF APPRAISEMENT A.?,\q I?'\ .. .. I II .. j " ..,'. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SARA L.MACK Deceased. Late of FALLOWFIEIDTWP. [Jate of Death,DECEMBER...8..,1.971 ,. Appraisemel!t Docket Vol.,~.F... Page,~J..;?..~...c;..........No.~?=?~:~~?~ Filed in Register's Office,.~~~.~1.'?~19 ?.~. Amount of tax due,$,.. DEPARTMENT OF REVENUE Received, Examined and Approved,:. Wrote abo.ut Appra.isement, Appeal It-om Appraisement,. Entered and charged,. .'. "\'..!:;:;:.~,, .".. ~.." ....ESTATE OF -__~S;.;;;;a,;;,.;ra;;;;....;;;;.L.-•.;,;,;M;;.;..a.;.;,ck ~_ ADJUSTi"IENTS -FILE NO.63-71-1235 J .'.-.,.DEBTS &DEDUCTIONS F0R11 -AMOUNT CLAIMED LESS ITE·IS DISALLOVlED: ~,":.. \...-.-:-~.."..'. .. ~'.;,---------------- -..:BALANCE ;ADDITIONAL DEDUCTIONS -ACCOUNT &AUDIT $._------..$._---- $,------$---- .:.$.'2;.7!ZJ!.. '.TOTAL ,ALLm-rABLE'DEDUCTIONS·' RUSSELL MARINO,REGISTER OF \'fILLS By:,\.'f ..,....,~~ '-.::.:.,'.'..:,.-. '.'·····~·Ltc-~ """'... "iJ'1k1~' 15atet'Approved .:....'--..:..........'.'..-~'..........": $.__l-.--/,_f-d..-.'__ $._---- $-------- $-----$'zI,v-I- $_2 ("'./9 .. ;,.. \' I t . J f ""1."-;". ... ESTATE OF -~S~ar~a::-L:;;:...~M;,;;:a:.;::ck~-,,_ ADJUSTl~~TS -FILE NO.63-jj-laa5 DEBTS &DEDUCTIONS FOFU1 -AMOUNT CLAIMED LESS lTE·IS DISALLQ·..lED: ,-,",.$•'. -$ ,$ .,BALANCE ,ADDITIONAL DEDUCTIONS -ACCOUNT &AUDIT $---- $:?.787;/7 '.':....;,".-::.....-.-.'-.:. ~J /,1'-(/'iP _ $----- $------ $------$.....t J,,,-I- ,TOTAL .ATJ,m"JABLE DEDUCTIONS'$?V 'f '.,,-,,0 /9 RUSSELL MARINO,REGISTER OF \'fILLS By:,L~~'eJ- ,kif j,'i:1 r ;.~ ,.,'Date Approved .' ,. ".. I. ""... ,\ ~ ./IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. ,A.A. 232-9 1971 Docket_",-3",-S _ )Date 01 d_Dec.8. \No._63_-_7_1_-_12_3_5_,Term,19 ! )Mack,Sara L. Deceased In the matter of ,the Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwearth of PennsylViania,claiming transfer inheritance tax in the above estate,as follows: DR. To appraised Vialue of Estate:ReaLty________--------.--------.-----.---------------------$. Personalty $__--'r;'--.=:2.::::..=S'----=.3=-::...L7..::J _ Additional Assets per Account,Subject 'to Tax ----------------------------------------$_ Addi'tioMiI Assets per Audit,Subject to 'I1ax --------------------------------------------------------------------------------------$ GROSS VALUE $_~g~.2 S _3_,_7_J _ CR. Debts and Expenses per Account;see Note Addttional Debts and Expenses per Audit II ) $-------- $------- $------- $------- $-------- 1 1 91,/7 $ TOTAL DEDUCTIONS,$2-?(j ~11..._ NOTE:The following credits claimed in the Account are held not deduclible a's against the tax: CALCULATION Gross V~ue _ Less Deductions 2.r~(}~C'..!.,'..!./'_/_1-------- Clear Value ___s-"1 f-S,J-b '11ax- able a't 2% 1--- \ $---- --I-------~-=____a~ie , ________________.---:;:;_(9 )----------- -------$__i/~.~_ Less amount previously pa1id ---------------$ Interest__yrs.__ffios days @ __%--------------$ Balance ~~----------------------------------------------$ _0",g3$.QJ----------- 9/9,PK_ Total Tax _.__ $------ $--_._-- $------ $-------- $ TAX PAID ON ACCOUNT TOTAL TAX AND INTEREST DUE $O£1 O=--'.'--'t!J~~_ JJ~ f~.~.~4 ~~\~,r..l '..)~..~-tr~".~ R~~fA '-~\t~'"""\~~ II :'€~d_~u ~-tc..C-l)..--'d:; ~ Cl0s:11s:::u0»z 111 ~Cl 111 11»111 t>:lr~t -I ."J:."0 ~0 0 ::u ."::u »11 11 0'"111 11 "%j ""lZ111CDZ»~en ::u0(»r z ...<Cl <:Q»111 Iz w> CD >III~~Q. ( Q i • f Fallowfield,Washington County,Pennsylvania,being of sound mind,memory' KNOW ALL MEN BY THESE PRESENTS,that I,SARA L.MACK,of the Township ---....',.' 'f I ....:..\...... 't>,.• -----------:-.:;",,:---------------_--:._-- N¥flHTill cum artEfctttlt~nf SARA L~'MACK--- .:,... .! j I,I I i i j i I'I, III ; I I" I :nd understanding do hereby make,publish and declare this to be my Last Will lnd Testament,hereby revoking any and all former Wills by me at any time leretofore made. And as to all of my estate,whether the same be real,personal or nixed,of whatsoever kind and nature and wheresoever situate,of which ~die seized and possessed,I give,devise and bequeath as follows: FIRST :I direct the payment out of my estate of the ex-. penses of my last illness and funeral as soon as conveniently possible after my decease. SECOND:All the rest,residue and remainder of my estate, of whatsoever kind and nature and wheresoever situate,I direct my Executor, hereinafter named,to 'sel~and convert into cash at the best possible price or prices obtainable therefore in his own sound discretion and to deliver, make and execute good and sufficient deeds for any real estate without approval of Court.The said rest,residue and remainder is to be divided equally among my beloved neicesand nephews,to-wit:LARRY MACK,EDITH LANG, DELORES KELLY,EVELYN KOVOLOVICH,ALFRED BODDICE,LUTHER BODDICE and SARA MACHALSKI,in equal one-seventh (1/7)shares to have and to hold the same unto them,their heirs and assigns forever.In the event that any one of ., my neices and npphews should die before me,I direct the share to which they would have been entitled be divided among the remaining heirs named and surviving herein. i1 I I I1 I I !II I I I .~.. ...,,r .'.',1 .......~.... THIRD: .a.·' ..j......._. ",·r.".(,~.... . I nominate,..constitute and appc;>int MELVIN B. , I , I I BASSI,Executor of this,my Last Will and Testament.I further'direct that he shall not be required to enter security in any jurisdiction in which he may act. IN,WITNESS WHEREOF,I have hereunto set my hand and seal to ttiis~ my Last Will and Testament,this 1'/1.£day 04~.,inthe year of o~r Lord,One Thousand Nine Hundred Sixty-Nine (1969). (SEAL) Signed,sealed,published and declared.by the said SARA L.11AcK as and for her Last Will and Testament,inthe presence of us,who at her request,in her presence and in the presence of each other,all being 'present at the same time,have hereunto subscribed our names as ~jtnesses. .I ,(J0-;)',',~) G@l¥1'6!fL.lL2h11o~~'J "·.i J0iI~~ I J IIi ' j " J ....... .00 T L736.75 46.00 4 17 .94 250.00 28.00 6.00 437 8.06 11.01 521 115.00 10.00 77.71 28.00 2.14 14.00 12.00 15.00 2;78719T .00 r .00 T 8;Z53 .7 5 21787.19- 5)t~6656 1 ,-\. .",~.......'_...-L3-7/-/2::2r5 lJImxt 1!fill attn riItsfu.mtltf nf ~h MACK KNOW ALL HEN BY THESE PRESENTS,that I,SARA L..MACK,of the Township of Fa1lowfield,Washington County,Pennsylvania,being of sound mind,memory and understanding do hereby make,publish and declare this to be my Last Will and Testament,hereby revoking any'and all former Wills by me at any time heretofore made. And as to all of my estate,whether the same be real,personal or II , i.~: t~,I; iI-i \1r~urlL'~,!n ~'~ mixed,of whatsoever kind and nature and wheresoever situate,of which I die ( seized and possessed,I give,devise and bequeath as follows: FIRST:I direct the payment out of my estate of the ex-0 penses of my last illness and funeral as soon as conveniently possible after my decease. SECOND:All the rest,residue and remainder of my estate~ of whatsoever kind and nature and wheresoever situate,I direct my Executor, hereinafter named,to sell and convert into cash at the best possible price or prices obtainable therefore in his o~~sound discretion and to deliver, make and execute good and sufficient deed~for any real estate without approval of Court.The said rest,residue and remainder is to be divided equally among my beloved neices and nephews,to-wit:LARRY MACK,EDITH LANG, DELORES KELLY,EVELYN KOVOLOVICH,ALFRED BODDICE,LUTHER BODDICE and SARA MACHALSKI,in equal one-seventh (1/7)shares to have and to hold the same unto them,their heirs and assigns forever.In the event that anyone of .-my neices and npphews should die before me,I direct the share to which they would have been entitled be divided among the remaining heirs 'named and surviving herein. " H i'j.,i ~l THIRD:I nominate)constitute and appqint l-1ELVIN B. BASSI,Executor of this,my Last.Will and Testament.I further direct that he shall not be required to .enter security in any jurisdiction in which he may act. ,'I IN WITNESS WHEREOF,I have hereunto set my hand and seal to this, my Last Will and Testament,this /11.£day oi:-!fA0 .,in the year of our Lord,One Thousand Nine Hundred Sixty-Nine (1969)• .~.:. Signed,sealed,p1.lblished and declared,by the said SARA Lo MACK as and for her Last Will and Testament,inthe presence of us,who at her request,in her presence and in the presence of each other,all being present at the same time,have hereunto subscribe~our names as ~i~nesses. /'"j(-:)"L (:,'-C./t _I'/\/',_~J ,'(,//f)of~~'~~ 1\ffij)uuit ®f 1£xrrutnr (@r .A~miuistratnr J3ltutr of Jrttttayluuttiu.~ss: QtOUllty of ilJaal1tttgtott \ P .all b f h d . d h'Notary Public .d f 'dersony e ore me,t .e un erslgne aut orlty,a ,ln an or Sal County and State,appeared ~.~.~.~.~.~~.~~~.~.?.~who,being duly sworn according'to law,deposes and says that he is the executor or administrator of the estate of ..§.g.:r.g.~..,M.g.g.1~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of E.?l:f.?l:!t..,M.?l:9.K , 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 ~KiK«acillO:. day o~:::..:~;.;;,~.~~.~a...~~;;~..l'~thi8 }.Q!?-1})_E~~~;;t~;~~_. ..................................................................................................................). Notary Public ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry aUll i\pprai.atmtut of the goods and chattels,rights and credits which were of ~.?:E.~..,.~..~~.?:2.~late of ';F.9.":f..n.~.h.~.p.9.~f..~.!.J:.Q}:?JJ~.t.9 .. Washington County,Pa.,taken and made in conformity with the abOiJe affidavit. KEALTY ~one ~ERSONALTY .t DO......ARS CENTS 1! to 3. , L 5•.. 3, Household goods and furniture Family.exemption due from Estate of Luther R.Mack, a/k/a L.R.Mack Checking account at First National Bank &Trust Co., Washington,Pat (Charleroi office) Proceeds due from Estate of Luther R.Mack,a/k/a L.R.Mack Savings account no.2292 at Charleroi Federal Savings and Loan Association Benefits from Bankers Life &Casualty Company Refund from Bell Telephone Co.of Pat Social security lump-sum death benefit 150"0 1,000.10 , 128.~l 3,112.9, 3,775.'5 255.)0 8,508.it5 &3-7/-/:A3S- i\ffilluuit (@f 1fxrrutnr (@r i\~miutlitratnr t9tatr of Jrl1l1aglual1ia.~ss: <nOUltty of lItJaaQil1gtol1 ~ Personally before me,the undersigned authority,a ~~9..~.?:E.¥.!?.~e.~.~9.in and for said County and State,appeared ~.::.~.~.~.~~.:~~.:::.~..~who,being duly ~~sworn according to law,deposes and says that he is the executor or administrator of the estate of==~~gi ~~..$..a.t:g L..,M9..9.K deceased,that the foregoing schedules constitute a c..::;:: ~t;~complete inventory and appraisement of the real and personal estate of J??lX.?~..~M.?!9Js.,i 8 ~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 ~lli ::item made by the above named Executor ~K~~IlIIt.~e,:)c.;J~=en ..30th .ec E ~Sworn and subscnbed before me thzs........................lc:::a tj....-=~~g day of ~~.;:9..tJ:9 ?}_..;.. 5~.........••...........~.:......f::f...~.~....:~...f.:....~.~.&.L~ Notary P~blic ADDIT NAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. S.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI·SS, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-3S,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.51S Sec.5.2,72 P.S.4844.2 lhlurutnry aur.i\ppraillrmrut of the goods and chattels,rights and credits which were of §.~E.~~..~~.?:9..~late of '£9.J!..tJ:.~.h.;.J?9..E.;..f..~.!.J:.QNJ.!.!?..t.g ;. Washington County,Fa.,taken and made in conformity with the above affidavit. REALTY None' PERSONALTY 1.Household goods and furniture 2.Family exemption due from Estate of Luther R.Mack, a/k/a L.R.Mack.3.Checking account at First National Bank &Trust Co., Washington,Pat (Charleroi office) 4.Proceeds due from Estate of Luther R.Mack,a/k/a L.R.Mack 5.Savings account no.2292 at Charleroi Federal Savings and Loan Association ~.Benefits from Bankers Life &Casualty Company F.Refund from Bell Telephone Co.of Pa •. ;8.Social security lump-sum death benefit DOLLARS lSO.0 1,000.0 128.1 3,112.1>9 3,77S.gS 84.~3 2.p? 255.DO lJ8,508.17 S CENTS "