HomeMy WebLinkAboutOC1968-0209 - ESTATE OF JIMESON19
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IN THE MATTER OF THE AUDIT OF ACCOUNT
In re Estate of ______ J.iJU..e~!:)I},.JVilliam.W. •........ ___ . ________________ No.--. .?"-.... ___ . ___ , J-.~1:! .. ?..~-r. ________ Term, 19 ___ 9..~-----, M
Trust .for w. Cardon Jmemn & R. McKay Jimeson ·
Me1lon . .Nat.!1 .. B..k ... & .. T.r. .... eo. •.. Sub.s.-.. Tru..s:t~.e .............. A.t.t;r •.. J:lo-.r.<i.:F ..... i0a .. rson ...................................... .
tif,tptqjX
Date of death .. P.Elt.~•-··l5,..l9.~ ........... Date of filing Inventory AppraisemenL .. De.c.. .. 30., .. 1.9.h6. .... , ....................... .
~
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County, viz:
ITEM Valuation
1968
Per Sundry list • Mellon Na tional Bank & Trust 'Co • ..
.
,_
* 5% discount if paid on or before Aug • 1966
Year · Inventory Assessment Valuation . 12% Assessment Tax at 10% Collection 6% Interest Total Claim Appraisement Returned Penalty 4 Mills Penalty
66 34,520 34,520
___ _...
138.08 ---6.90 131.18
Please make check payable to Washington County Personal Property Dept. TOTAL CLAIM 131.18
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-tH:h ......... day oL .... Mar.ch.................... 19.J~~L .. . A. V. CAPANO, Solicitor
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No .. 2l~L ......... , --~st .. 2:!r ... Term, 19 ... 65 ..... , AA
In re Audit of Account in Estate of
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AUDIT
Jrarripr for i\ppraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
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IN THE ORPHANS' COURT OF WASHINGTON
COUNTY, PENNSYLVANIA
NO. t1f? rl ~ ('
ESTATE OF
WtLLIAM W. JIMESON, DECEASED
TRUST FOR
W. CARDON JIMESON AND R. MacKAY JIMESON
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
SUBSTITUTE TRUSTEE UNDER THE WILL
BALANCE DUE -$78,880.48
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fer aonjirmation. . t-,~ Oatilt.
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Fee -
Filed~----------------------
HOWARD F. CARSON
Attorney~at-lal.v c; il : ! l·ld
Charlerio, Pennsylvanip,
Clerk of Orphans'
Court
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
NO.
ESTATE OF WILLIAM W, JIMESON, DECEASED
TRUST FOR
W, CARDON JIMESON AND R, MacKAY J!MESON
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
SUBSTITUTE TRUSTEE UNDER THE WILL
Receipts
Disbursements
S U M M A R Y
SCHEDULE 1'A"
PRINCIPAL-PERSONALTY
Page 11
Page 14
Balance
Receipts
Disbursements
SCHEDULE "B"
INCOME-PERSONALTY ,
Page 18
. Page 18
Balance
NET BALANCE
Balance consists of the following:
PRINCIPAL-PERSONALTY
Stocks:
American Telephone and Telegraph Company
184 shares Capital
Columbus and Southern Ohio Electric
300 shares Common
FORWARD
January
:
' .
$91,718 91
14._452 34
/
$93,033 41
91 419 50
$4,954 67
,3 230 46
$8,185 13
j
26, 1968
!
$77,266 57
1 613 91
$78,880 48
BROUGHT FORWARD
Equitable Gas C6mpany
150 shares Conunon ·
General Electric Company
65 shares Common
General Motors Corporation
150 shares Conunon
Dresser Industries, Incorporated
110 shares $2.20 Convertible Preferred
Koppers Company, Incorporated, Delaware
50 shares 4% Cumulative Preferred
National Steel Corporation
200 shares Capital
Pennsylvania Power and Light Company
200 shares Common
Standard Oil Company of New Jersey
255· shares Capital
Bonds:
Pennsylvania Railroad General Mortgage
Series "B", 5%
$5,000. due 12/1/68
Collective Trust Fund:.
Mellon National Bank and Trust Company,
Collective Trust Fund "A"
316 units
Cash
INCOME-PERSONALTY
Cash
... z -
$8,185 13
3,097 14
3,012 45
.2,667 56
1,798 15
5,050 00
7,676 65
4,327. 04
\
3 174 69 $38,988 81
6,462 50
31,530 26
285 00
$77,266 57
1 613 91
$,78,.880 ~8
1947
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
Oct. 17 W. Cardon Jimeson and R. MacKay Jimeson, Executor
of the Estate of William W. Jimeson, alias
W. W. Jimeson, alias Wm. W. Jimeson, alias
William Wilbur Jimeson, Deceased:
Cash and securi~ies awarded per Decree dated
September, 1947 at No. 29 May Term, 1944 Orphans'
Court of Washington County, Pa., as follows:
Bonds:
United States of America 2.50% Treasury
$5,000. dated 12/1/42 due 12/15/68
United States of America 2.50% Treasury
$7,000. dated 4/15/43 due 6/15/69
United States of America 2.50% Treasury
$5,000. dated 9/15/43 due 12/15/69
United States of America 2.50% Treasury
$4,000. dated 2/1/44 due 3/15/70
United States of America 2.50% Treasury
$2,000. dated 12/1/44 due 3/15/71
United States of America 2.50% Treasury
$2,000. dated 6/1/45 due 6/15/7~
United States of America 2.50% Treasury
$2,000. dated 11/15/45 due 12/15/72
United States of America Savings Defense
of 1941 Series "E" Registered
$100. due 10/1/51
Pennsylvania Railroad 5% General Mortgage
Series ''B"
$5,000. due 12/1/68
Stocks:
Duquesne Light Company
75 shares 5% Cumulative First Preferred
Koppers Company, Incorporated, Delaware
50 shares 4% Cumulative Preferred
Aluminum Company of America
24 shares 3.75% Cumulative Preferred
FORWARD
--3 -.
$5,170 30
7,212 17
5,151 56
4,118 76
2,058 76
2,038 76
2,033 12
81 00
6,462 so
8,625 00
5,050 00
2 502 00
$50,503 93
.,. 4 -·
1952
Dec.
1955
Apr.
1960
June
1955
Feb.
1956
Oct.
1957
Nov.
Dec.
BROUGHT FORWARD
10 Received 5.75 shares, Standard Steel Spring
Company, Common Stock, in payment of a 5% stock
dividend on 100 shares, declared 10/27/52,
payable 12/10/52, to holders of record 11/18/52.
29 Received 1.20 shares, Harbison-Walker
Refractories, Common Stock, in payment of a 3%
stock dividend on 40 shares, declared 1/19/55,
payable 4/28/55, to holders of record 3/24/55.
7 Received 2.46 shares, Harbison-Walker
Refractories, Common Stock, in payment of a 3%
stock dividend on 82 shares, declared 4/28/60,
payable 7/1/60, to holders of record 5/30/60.
Disposition of Rights
15 Net proceeds sale of 50 General Motors Corporatio~
rights, (Issued to holders of record
2/8/55) $47.49
To reduce carrying value of 50 shares
General Motors Corporation, Common Stock,
from $2,715.05 to $2,667.56 the
difference being proceeds sale of rights 47.49
17 Net proceeds sale of 100 Johns Manville
Corporation rights, (Issued t~ holder-s of
record 9/28/56) $53.13
To reduce carrying value of 100 shares
Johns Manville Corporation, Common
Stock, from $4,522.00 "to $4,468.87 the
difference being proceeds sale of rights 53.13
19 Net proceeds sale of 162 Standard Oil Company of
New Jersey rights, (Issued to holders of record
11/8/57) $19.44
To reduce carrying value of 252 shares
Standard Oil Company of New Jersey,
Capital Stock, from $3,062.13 to
$3,042.69 the difference being proceeds
sale of rights 19.44
12 Received 3 shares Standard Oil Company of New
Jersey, Capital Stock at $44.00 per share in the
exercise of 90 subscription rights to purchase
one share for each 30 shares held
on 11/8/57 $132.00
Cash expended in purchase of
above shares 132.00
FORWARD
- 5 -
$000 00 $87,899 66
000 00
000 00
000 00 000 00
$000 00
000 .. 00
000 00
000 00
$000 00 $87,899 66
1958 ,
Feb.
1959
Jan.
1961
Mar.
Apr.
1964
Mar.
1967
BROUGHT FORWARD
10 Proceeds sale of 30 American Telephone and
Telegraph Company rights,_ (Issued to holders
of record 1/24/58) · $84.38
To reduce carrying value of 30 shares
American Telephone and Telegraph
Company, Capital Stock,· from-
$5,115.25 to $5,030-~87 the difference
being proceeds sale· of rights 84.38
15 Net proceeds sale of 100 Pennsylvania Power and
Light Company right.s, . (Issued to holders of
record 1/6/59) $33.74
To reduce carr.ying value of 100 shares
Pennsylvania Power a~d Light Company,
Common Stock, from $4,388.28 to
$4,354.54 the difference being
proceeds sale of rights 33.74
14 Net proceeds sale of 50 American Telephone and
Telegraph Company rights, (Issued to holders
7
of record 2/23/61) $67.15
To reduce carrying value of 90 shares
American Telephone and Telegraph
' Company, Capital Stock, from $5,030.87
to $4,963.72 the 4ifference being
proceeds sale of rights 67.15.
Received 2 shares American Telephone and
Telegraph Company, Capital Stock at $86.00 per
share in the exercise of-50 subscription rights
to purchase one share for each 20 shares held
on 2/23/61 $172.00
Cash expended in purchase
of above shares 172.00
11 Net proceeds sale of 92 American Telephone and
Telegraph Company rights, (Issued to holders
of record 2/18/64) $181.05
To reduce carrying value of 92 shares
American Telephone and T~legraph
Company, Capital Stock, from $5,135.72
to $4,954.67 the difference being -
proceeds sale of rights 181.05
May 4 Net proceeds sale of 200 Pennsylvania Power and
Light Company rights, (Issued to holders of
record 4/14/67) $27:so
To reduce carrying value of 200 ~hares:
Pennsylvania Power and Light Company,
Common Stock, from $4,354.54 to
$4,327.04 the difference being
proceeds sale of rights .
FORWARD
... 6 -
sooo -oo · $87,899 66
opo oo
000 00
000 00
000 00
000 '00
000 00 000 00
$87,899 66
BROUGHT FORWARD
1949 Exchange of Assets and Stock Splits
June 20 Received 150 shares, Columbus and Southern Ohio
Electric, Common Stock, with a $5.00 par
1951
Feb.
June
1952
Nov.
1953
Oc-t.
1955
Nov.
1956
Mar.
value $3,230.46
in exchange for:
75 shares, Columbus and Southern Ohio
Electr~on Stock,
with ~par value 3, 230.46
6 Received 210 shares, Jones and Laughlin Steel
Corporation, Common Stock, with a $10,00.
par value $3,875.00
in exchange for:
105 shares, Jones and Laughlin Steel
Corporation, Common Stock, with no
par value 3,875.00
26 Received 84 shares, Standard Oil Company of
New Jersey, Capital Stock, with a $15.00
par value $3,062.13
in exchange for:
42 shares, Standard Oil Company of
New Jersey, Capital Stock, with a
$25.00 par value 3,062.12
18 Received 115.50 shares, Standard Steel Spring
Company, Common Stock $2,503.67
in exchange for:
50 shares,Standard Steel Spring
Company, 4% Conertible Preferred 2,503.67
6 Received 120 shares, Rockwell Spring and Axle
Company, Pa. Common Stock $2,477.85
in exchange for:
120 shares, Standard Steel Spring
Company, Common Stock 2,477.85
7 Received 100 shares, General Motors Corporation,
Common Stock, in payment of a 3 for 1 split on
50 shares held of record 9/30/55, Original 50
shares retained as part of the split.
16 Received 168 shares, Standard Oil Company of New
Jersey, Capital Stock, in payment of a 3 for 1
split on 84 shares held of record 2/10/56.
Original 84 shares retained as part of the split.
F 0 R W A R D
- 7 -
$87,899 66
$000 00
000 00
000 00
000 00
000 00
000 00
000 00
$000 00 $87,899 66
1956
Mar.
June
1957
May
1959
May
1964
May
June
1967
BROUGHT FORWARD
23 Received SO shares, Johns Manville Corporatio~,
Common Stock, in payment of a 2 for 1 split on
50 shares held of record 3/12/56. Original 50
shares retained as part of the split.
15 Received SO shares, Allis Chalmers Manufacturing
Company, Common Stock, in payment of a 2 for 1
split on 50 shares held of record 6/l/56.0riginal
50 shares retained as part of the split.
21 Received 41 shares, Harbison-Walker Refractories
Common Stock, in payment of a 2 for 1 split on
41 shares held of record 5/2/57. Original 41
shares retained as part of the split.
5 Received 100 shares, Pennsylvania Power and Light
Company, Common Stock, in payment of a 2 for 1
split on 100 shares held of record 4/20/59.
Original 100 shares retained as part of the split
8 Received 60 shares, American Telephone and
Telegraph Company, Capital Stock, in payment of
a 3 for 1 split on 30 shares held of record
4/24/S9. Original 30 shares retained as part
of the split.
8 Received lSO shares, Columbus and Southern Ohio
Electric, Common Stock, in payment of a 2 for 1
split on lSO shares held of record S/1/64.
Original lSO shares retained as part of the
split.
11 Received 92 shares, American Telephone and
Telegraph Company, Capital Stock, in payment of
a 2 for 1 split on 92 shares held of record
5/28/64. Original 92 shares retained as part
of the split.
Nov. 2 Received 110 shares Dresser Industries,
19Sl
May
Incorporated $2.20 Convertible Preferred
Series "A" stock $1,798.15
in exchange for:
100 shares Harbison-Walker
Refractories, Common Stock 1, 798.15
Gain on Sale of Assets
S· Net proceeds sale of 100 shares Jones and
Laughlin Steel Corporation, Common Stock at
26.87S $2,6S9.40
Carrying value l,84S.24
F 0 -R W A R D
- 8 -
$000 00 $87,899 66
000 00
000 00
000 00
000 00
ooo oo·
000 00
000 00
000 00 000 00
$814 ·16
$814 16 $8 7' 899 66
1952
Apr.
Nov.
Dec.
1953
Feb.
June
1954
Aug.
BROUGHT FORWARD
3 Proceeds sale of .50 fractional share Continental
Illinois National Bank and Trust Company, Chicago
Common Stock at 83. net $41.50
Carrying value 32.60
25 Net proceeds sale of 50 shares Standard Steel
Spring 4% Convertible Preferred Stock
at 58.75 $2,911.07
Carrying value 2,503.66
30 Proceeds sale of .75 fractional share Standard
Steel Spring Company, Common Stock
at 24.75 $18.57
Carrying value 15.49
18 Proceeds sale of .50 fractional share Standard
Steel Spring Company, Common Stock
at 24.75 $12.38
Carrying value 10.33
3 Net proceeds sale o'f 110 shares Jones and
Laughlin Steel Corporation, Common Stock,
as follows:
100 shares at 23.75
10 shares at 23.625 $2,578.53
Carrying value 2,029.76
20 Proceeds sale of 2 units Mellon National Bank and
Trust Company, Collective Trust Fund "A"
at 101.4650195 $202.93
Carrying value 201.14
Sept. 24 Net proceeds sale of 12 shares Continental
Illinois National Bank and. Trust Company,
Nov.
1955
Apr.
Chicago, Common Stock at 95.50 net $1,145.68
Carrying value 782.40
5 Proceeds sale of 22 units Mellon National ·Bank
and Trust Company, Collective Trust Fund "A"
at 101.6621181 $2,236.57
Ca~rying value 2(212.50
26 Net proceeds sale of, 50 shares Continental
Illinois National Bank and Trust Company; Chicago
Common Stock at 93 • .75 net $4,686.04
Carrying value 3,260.00
29 Proceeds sale of . 20 fractional share Harbison-
Wa1ker Refractories, Common Stock
at 37. · $7.40
Carrying value 6.17
F 0 R W A R D
- 9 -
$814 16 $87,899 66
8 90
407. 41
3 08
2 05
548 77
1 79
363 28
24 07
1,426 04
1 23
$3,600 78 $87,899 66
1956
Nov.
1960
July
1962
Dec.
1948
Jan.
1947
Nov.
1948
Feb.
Apr.
May
BROUGHT FORWARD
13 Net proceeds sale of 50 shares G. C. Murphy
Company, Common Stock at 40.75 $2,012.20
Carrying value 1,855.13
16 Proceeds sale of .46 fractional share Harbison-
Walker Refractories,,Common Stock
6
at 45.75 $21.05
Carrying value 6.89
Net p~oceeds sale of 50 shares
Laughlin Steel Corporation, 5%
Preferred "A" at 100.75
Carrying value
Jones and
Cumulative
$4,989.35
4,962.50
6 Net proceeds sale of 100 shares Johns Manville
Corporation, Common Stock at 45.375 $4,489.26
Carrying value 4,468.87
Conversion of Assets Without Gain or Loss
21 Proceeds redemption of $100. United States of
America Savings Defense of 1941, Series "E"
Registered Bond due 10/1/51, at 81. $81.00
Carrying value 81.00
Purchase of Assets
10 40 shares Standard Oil Company of New Jersey,
Capital Stock at 77 .. 625 plus charges
10 75 shares Columbus and Southern Ohio Electric
Company, Common Stock at 42.75 plus charges
18 .371 units Mellon National Bank and Trust
Company, Collective Trust Fund "A" at 100.56817
17 1 unit Mellon National Bank and Trust Company,
Collective Trust Fund "A" at 98.636597
26 50 shares G. c. Murphy Company, Common Stock
at 36.75 plus charges
18 1 unit Mellon National Bank and Trust Company,
Collective Trust Fund "A" at 100.02004
Oct. 25 50 shares Continental Illinois National Bank
and Trust Company, Chicago, Common Stock at
81. 50 net
Nov. 3 56 units Mellon National Bank and Trust Company,
Collective Trust Fund "A" at 99.0694092
F 0 R W A R D
. -10 -
$3,600 78 $87,899 66
157 07
14 16
26 85
20 39 3,819 25
000 00
$3,125 60
3,230 46
37,310 79
98 64
1,855 13
100 02
4,075 00
5 547 89
$55,343 53 $91' 718 91
1949
July
1950
Sept.
1951
May
1952
Nov.
1953
June
1954
•
BROUGHT FORWARD
19 1 unit Mellon National Bank and Trust Company,
Collect.ive Trust Fund "A" at 99.27112
1 100 shares Standard Steel Spring 4% Convertible
Preferred Stock at 49.75 plus charges
5 100 shares Equitable Gas Company, Conunon Stock
at 20.375 plus charges
5 50 shares Equitable Gas Company, Conunon Stock
at 22.50 plus charges
3 50 shares General Motors Corporation,
Conunon Stock at 53.875 plus charges
24 25 shares E. I. DuPont de Nemours and Company,
4.50% Preferred Stock at 117.25 plus charges
3 50 shares Allis Chalmers Manufacturing Company,
Conunon Stock at 54.25 plus charges
Sept. 27 100 shares Pennsylvania Power and Light Company,
Conunon Stock at 43.50 plus charges
Nov.
1955
Feb.
1956
Nov.
1962
Dec.
Dec.
27 40 shares Harbison-Walker Refractories,
Conunon Stock at 31.375
16 50 shares General Electric Company
Common Stock at 44.25 plus charges
23 50 shares Johns Manville Corporation,
Conunon Stock at 90. plus charges
18 15 shares General Electric Company, Common
Stock at 51. plus charges
14 30 shares American Telephone and Telegraph
Company, Capi~al Stock at 170.50 net plus charges
6 16 shares Harbison-Walker Refractories, Common
Stock at 33.125 plus charges
21 31 units Mellon National Bank and Trust Co~pany,
Collective Trust Fund "A" at 92.50545872
27 200 shares National Steel Corporation, Capital
Stock at 38. plus charges
Cash expended in.purchase of above assets
-11 -
$55,343 53
99 27
<007 33
2,058 22
1,038 92
2, 715 05
2,945 25
2,734 30
4,388 28
1,270 91
2,236 74
4,522 00
775 71
5,115 25
540 30
2,867 67
7 6 76 65
$101,335 38
101 335 38
$91' 718 91
000 00
$91,718 91
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
1947 Administrative Expenses
Oct. 20 Mellon National Bank and Trust Company:
1955
Jan.
Reimbursement for two telephone calls
on September 23, 194 7
25 Mellon National Bank and Trust Company,
Washington Office: Reimbursement for cost
of certified copy of. Decree of William W. Jimeson
Dec. 20 District Director of Internal Revenue:
1967
Dec.
1968
Jan.
1947
Nov.
Income Tax on profits, as follows:
2/8/52 Year ending 12/31/51
1/4/54 Year ending 9/30/53
12/20/55 Year ending 9/30/55
$45.26
111.09
87. 71·
21 Clerk of Orphans' Court, Washington County, Pa.:
Court costs, as follows:
10/31/67 Petition requesting Declaratory
Judgment and Certified Copy of
Order issued 10/25/67 $11.00
12/21/67 Filing Court Order of 12/20/67
. authorizing continuance of the
Declaratory Judgment 2.00
26 Howard F. Carson: Attorney's fee
26 Mellon National Bank and Trust Company:
Accountant's Compensation
Loss on Sale of Assets
7 Proceeds sale of $2,000. United States of America
2.50% Treasury Bonds dated 6/1/45, due 6/15/72
at 101.15625 net $2,023.13
Carrying value 2,038.76
7 Proceeds sale of $7,000. United States of America
2.50% Treasury Bonds dated 4/15/43, due 6/15/69
at 102.25 net $7,157.50
Carrying value 7,212.17
7 Proceeds sale of $2,000. United States of America
2.50% Treasury Bonds dated 11/15/45, due 12/15/72
at 101.15625 net $2,023.12
Carrying value 2,033.12
7 Proceeds sale of $5,000. United States of America
2.50% Treasury Bonds dated 9/15/43, due 12/15/69
at 102.1875 net $5,109.38
Carrying value 5,151.56
F 0 R W A R D
-12 -
$ 88
1 50
244 06
13 00
2,500 00
6,458 03 $9,217 47
$15 63
54 67
9 99
42 18
$122 47 $9,217 47
BROUGHT FORWARD $122 47 $9,217 47
1947
Nov~ 7 Proceeds sale of $4,000. United States of Americ
2.50% Treasury Bonds dated 2/1/44, due 3/15/70
at 102.125 net $4,085.00
Carrying value 4, 118.76 33 76
7 Proceeds sale of $5,000. United States of Americ
2.50% Treasury Bonds dated 12/1/42, due 12/15/68
at 102.59375 net $5,129.69
Carrying value 5,170.30 40 61
12 Net proceeds sale of 175 shares Jones and
Laughlin Steel Corporation, Common Stock,
as follows:
100 shares at 34.25
75 shares at 34.125 $5,919.10
Carrying value 61781.25 862 15
1948
Apr. 21 Proceeds sale of $2,000. United States of Americ
2.50% Treasury Bonds dated 12/1/44, due 3/15/71
at 100.625 net $2,012.50
Carrying value 2,058. 76 46 26
Dec. 21 Proceeds sale of 1 unit Mellon National Bank
and Trust Company, Collective Trust Fund "A II
at 98.6460668 $98.65
Carrying value 100.57 1 92
22 Proceeds sale of .03 fractional share Standard
Oil Company of New Jersey, Capital Stock
at 72.275 $2.17
Carrying value 2.23 06
1949
June 30 Proceeds sale of .84 fractional share Standard
Oil. Company of New Jersey, Capital Stock
at 63.1587 $53.05
Carrying value 61.24 8 19
1950
Aug. 30 Proceeds redemption of 75 shares Duquesne Light
Company, 5% Cumulative Preferred Stock at
111.125 $8,334.38
Carrying value 8 1 625.00 290 62
1953
Dec. 29 Proceeds sale of 5 units Mellon National Bank
and Trust Company, Collective Trust Fund "A"
at 97.8576942 $489.29
Carrying value 502.84 13 55
F 0 R W A R D $1,419 59 $9,217 47
-13 -
\
BROUGHT FORWARD $1,419 59 $9,217 47
1954
Sept. 27 Net proceeds sale of 24 shares Aluminum Company
of America 3.75% Cumulative Preferred Stock
at 98.625 $2,355.15
Carrying value 2,502.00 146 85
27 Net proceeds sale of 120 shares Rockwell Spring
and Axle Company, Pa., Common Stock, as follows:
100 shares at 20.375
20 shares at 20. 25 $2,405.04
Carrying value 21477.85 72 81
1955
Nov. 28 Proceeds sale of 3 units Mellon National Bank
and Trust Company, Collective Trust Fund "A"
at 100.4604312 $301.38
Carrying value 301.70 32
1956
Nov. 12 Net proceeds sale of 25 shares E. I. DuPont de
Nemours and Company, 4.50%.Preferred Stock
at 109. $2,696.79
Carrying va1ue 21945.25 248 46
1962
Dec. 6 Net proceeds sale of 100 shares Allis Chalmers
Manufacturing Company, Common Stock
at 15.875 $1,560.94
Carrying value 21734.30 1,173 36
1968
Jan. 22 Proceeds sale of 112 units Mellon National Bank
and Trust Company, Collective Trust Fund "A"
at 80.37316827 $9,001. 79
Carrying value 11,175.27 2 173 48 5 234 87
$14,452 34
. -14 -
Dividends
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Allis Chalmers Manufacturing Company, Common
50 shares 6/30/53 to 6/30/56 $650.00
100 shares 9/29/56 to 12/22/62 900.00
Aluminum Company of America, 3. 75% Cumulative
Preferred
24 shares 10/1/47 to 10/1/54
American Telephone and Telegraph
30 shares 1/10/57 to 4/10/59
90 shares 7/10/59 to 4/10/61
92 shares 7/10/61 to 7/1/64
184 shares 10/1/64 to 1/2/68
Company, Capital
$675.00
594.00
1,094.80
1,380.00
Columbus and Southern Ohio Electric,
75 shares 1/10/48 to 4/11/49
150 shares 7/11/49 to 4/10/64
300 shares 7/10/64 to 1/10/68
Common
$315.00
3,765.00
1,614.00
Continental Illinois National Bank and Trust
Company, Common
50 shares 2/1/49 to 2/1/52
62 shares 8/1/52 to 8/2/54
50 shares Paid 11/1/54
Dresser Industries, Incorporated
$2.20 Convertible Preferred
110 shares paid 12/15/67
Duquesne Light Company, 5% Cumulative
Preferred
75 shares 1/15/47 to 7/17/50
E. I. DuPont de Nemours and Company,
25 shares 1/24/53 to 10/25/56
Equitable Gas Company, Common
150 shares 12/1/50 to 12/1/67
General Electric Company, Common
50 shares paid 1/25/55
65 shares 4/25/55 to 10/25/67
General Motors Corporation, Common
50 shares 6/9/51 to 9/10/55
150 shares 12/10/55 to 12/9/67
F 0 R W A R D
-15 -
$700.00
558.00
50.00
First
Preferred
$20.00
1,748.50
$975.00
5,782.50
$1,550 00
652 50
3,743 80
5,694 00
1,308 00
33 62
1,406 25
449 99
4,308 86
1, 768 50
6 757 50
$27,6 73 02
BROUGIIT FORWARD
Harbison-Walker Refractories, Common
40 shares 12/l/S4 and 3/1/SS
41 shares 6/1/SS to 3/l/S7
82 shares 6/l/S 7 to 6/1/60
84 shares 9/1/60 to 12/3/62
100 shares 3/1/63 to 11/10/67
Johns Manville Corporation, Common
50 shares 12/9/S4 to 3/9/56
100 shares 6/8/S6 to 12/10/62
Jones and Laughlin Steel Corporation,
27S shares paid 10/6/47
100 shares 1/S/48 to 7/1/49
105 shares 10/1/49 to 12/26/SO
210 shares paid 4/1/51
110 shares 7/1/Sl to 4/l/S3
Jones and Laughlin Steel Corporation,
5% Cumulative Preferred
SO shares 10/1/47 to 10/1/62
Koppers Company, Incorporated, 4%
Cumulative Preferred
SO shares 10/1/47 to 1/1/68
G. C. Murphy Company, Common
SO shares 6/1/48 to 9/l/S6
National Steel Corporation, Capital
200 shares 3/15/63 to 12/13/67
\
$40.00
215.24
479.70
378.00
900.56
$362.SO
1, 375.00
Common
$137.SO
395.00
425.25
94.50
396.00
Pennsylvania Power and Light Company, Common
100 shares 1/3/SS to 4/1/59 $1,085.00
200 shares 7/1/59 to 1/2/68 2,399.00
Rockwell Spring and Axle Company, Pa., Common
120 shares 12/10/53 to 9/10/S4
Standard Oil Company of New Jersey,
40 shares 12/12/47 and 6/10/48
41 shares paid 12/9/48
42 shares 6/10/49 to 6/12/51
84 shares 9/13/Sl to 12/10/55
252 shares 3/10/S6 to 12/10/57
2SS shares 3/11/58 to 12/11/67
F 0 R W A R D
-16 -
Capital
$120.00
41.00
Sl4.50
1,769.66
1,096.20
6,936.00
$27,673 02
2,013 50
1,737 50
1,448 25
3,812 50
4,100 00
906 25
2,145 00
3,484 00
240 00
10 477 36
$S8,037 38
BROUGHT FORWARD
Standard Steel Spring, Common
115 shares paid 12/10/52
120 shares 3/10/53 to 9/10/53
$57.50
180.00
Standard Steel Spring 4% Convertible Preferred
100 shares 11/1/50 to 11/1/52
Interest-Bonds
Pennsylvania Railroad 5% General Mortgage
Series "B"
$5,000. 6/1/47 to 12/1/67
United States of America, 2.50% Treasury
dated 12/1/42 due 12/15/68
$5,000. 6/15/47 to 11/7/47
United States of America 2.50% Treasury
dated 4/15/43 due 6/15/69
$7,000. 6/15/47 to 11/7/47
United States of America 2.50% Treasury
dated 9/15/43 due 12/15/69 ·
$5,000. 6/15/47 to 11/7/47
United States of America 2.50% Treasury
dated 2/1/44 due 3/15/70
$4,000. 9/15/47 to 11/7/47
United States of America 2.50% Treasury
dated 6/1/45 due 6/15/72
$2,000. 6/15/47 to 11/7/47
United States of America 2.50% Treasury
dated 11/15/45 due 12/15/72
$2,000. 6/15/47 to 11/7/47
United States of America Savings Defense of
1941 Series "E" Registered due 10/1/51
$100. 9/15/46 to 1/20/48
United States of America 2.50% Treasury
dated 12/1/44 due 3/15/71
$2,000. 9/15/47 to 4/21/48
F·O R WARD
-17 -
$58,037 38
237 50
450 00 $58,724 88
$5,125 00
49 52
69 33
49 52
14 56
19 81
19 81
3 00
30 03 5.380 58
$64,105 46
BROUGHT FORWARD
Income-Collective Trust Fund
Mellon National Bank and Trust Company,
Collective Trust Fund "A"
Income collected during the period
2/1/48 through 1/10/68
1951 Miscellaneous
Aug.
1964
14 R. Cardon Jimeson and R. MacKay Jimeson,
Executors of the Estate of William W. Jimeson,
Deceased: Refund of 1947 Income Tax
paid by Executors $368.18
Interest on refund 61. 72
Dec. 26 Refunds of Personal Property Tax on Collective
Trust Fund "A" for the years 1949 to 1964
inclusive
1948
May
1967
Apr.
1968
Jan.
Disbursements
Administrative Expenses
18 Accrued interest on purchase of Collective Trust
Fund "A" for the period 11/18/47 to 5/18/48
17 Treasurer, Washington County, Pa.:
County Personal Property Tax for the
years 1948 to 1967 inclusive
19 Mellon National Bank and Trust Company:
Reimbursement for cost of telegram to Baltimore
12/8/59 and telephone call to Baltimore 12/4/67
26 Mellon National Bank and Trust Company:
Accountant's Compensation
1968 Distribution
Jan.
8
8 W. Cardon Jimeson:
One-half surplus income paid
11/9/48 through 11/6/67
Monthly income payments made during
the period 12/16/47 to 1/8/68
R. MacKay Jimeson:
One-half surplus income paid
11/9/48 through 11/6/67
Monthly income payments made during
the ~eriod 12/16/47 to 1/8/68
-18 -
$17,645.88
24,500.00
$17,645.88
24,500.00
$64,105 46
28' 361 07
$429 90
136 98 566 88
$93,033 41
$50 93
2,445 28
8 20
4 623 33 $7' 127 74
$42,145 88
42 145 88 84 291 76
$91,419 50
·-----------~--------------------------------------------------------------------------~---, (
COMMONWEALTH OF PENNSYLVANIA )
ss
COUNTY OF WASHINGTON )
ARLIE _W. OTT, Trust Officer of the MELLON
NATIONAL BANK AND TRUST COMPANY, the above named Accountant, being duly
sworn according to law deposes and says_that the disbursements shown in
the account have been made to the parties entitled thereto; and that the
account as stated is true and correct as he verily believes.
Sworn to and subscribed
before me t}lis .ijfj day
A.D. 1968
~~~}
Notary
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined
by the Court in accordance with the Petition for Distribution to be offered
in evidence at the audit of this account.
Mellon National Bank and Trust Company,
rust Officer
••
·• , ...
/#lnu ''vw, w wll, .. / -~ .. ?.__ff ..... ({ __ -__{?. __ . ~ ¥ ?t I lf!Jf..c~ the withtn ffooount D· ~nteti to t~!l Omlr. ·
trw 0011f1rmat10n.
~--~ QQrtfl?t~r rmll n/-nrll n {!
3Jn tqr Qf)rpqans il Q!nurt nf lllasqtngtnn Q!nunty
In the matter of the Audit of Account in
Estate of Wj] ] jam W. Jirneson,
Deceased, Trust For W. Cardon
Jimeson 8c R MacKay .Jj meson,
Sui Juris Beneficiaries
TO THE AUDITING JUDGE:
No. 219 of , 19~, K:lA..
Enter M appearance for Mellon National Bank and Trust!' Company'
Substitute Trustee Under Will
if~R:_~ r-1 ~I
22d day of March , 19.2.§_
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.
J
No. 219 , of 68 _______ , 19 __ , ,-k.x'sx
In re Audit of Account in Estate of
William W. Jimeson, Deceased,
Trust for W. Cardon Jimeson and
R. MacKay Jimeson, Sui Juris
Beneficiaries
AUDIT
Jrarripr fnr J\ppraraurr
FOR
Mellon NatioQaa Bank and Trust
Company, Substitute Trustee
Under Will
~ll\h~ JO H31SID3H ~ ONI8Vvll13SSm.l
Attorney
..
·• "
Form for Guardian or Trustee . ..
Jftitinn ~ur i\ubit
1Jn ·wqr ®rpqans~ (ltnurt nf llasqingtnn Qlnunty
Estate of .......... ~.~.~.~.~.~.~ ... ~.~ ..... ~~~~.::.9..~.?. ......................... .
................................ ?..~9..~:::~.~~.? ..... ~.:':::.~~.! ....................................... .
F or .. .W. ....... ~~b..Q.Q.O. .... J.i.m~.S..Q.O. ... i?..nd ....................................... .
........... ~.~ ..... ~9..~Y. ..... ~~.~~.~.~n ...................................................... .
Sui Juris Beneficiaries
. 219 8 F1led at No ..................................... of 196 ..... .
Fiduciary ... ~~.!J.2.n .... ~e.:t..:!.9..D.eJ .... ?..e.P..!s .... e.n9. ... .'f.!".Y.? t
Company, Substitute Trust under Will.
Place of record
of appointment.§.§g ... W..:!Jl .... f..Q!" .... ~.P.P..Q;i..n:t:.m.~n:t .... Pf
Union Trust Company, later merged with
Accountant.
Date of tx:ust . September 15, 1946 (Date of Testa tor's death) )t!S{:g)t~~~·······························································"·········· .. ················· If there have been former accounts
filed in this estate, list: None filed for this Trust.
Reason for filing this account .. ~~~.~ .... !.!?.~.:~ ..... ~.~.~.!Y.::::.~.~.~ .... Y..~~!~ .... E:":-.~.~ .... P.:::~.::.~.~ .... ~.~.~.~.~ .... ~.~.~ .... ~~.?.:~.~. ·
All persons having any interest, vested-: or contingent-(including claimants), in the fund now before the Court,
with the nature of their interests are: W. Cardon Jimeson, Betty H. Jimeson, R. MacKay
Jimeson, Marie H. Jimeson, William Cardon Jimeson, Carolyn Lucille Jimeson
Martin, Betsy Bentley Martin Watson, Robert MacKay Jimeson, Jr., Thomas
Cardon Jimeson, and Paul M. Petro, Esquire, Trustee and Guardian Ad Litem
for certain minors and de·sdendants 'wl:io may hereafter be born. (See Petition
filed at No. 381 of 1967; o.c.·.Jfor c'omplete list of all persons, adul1s and
minors, and the nature of their interests.) ·~
All of said parties have received notice as required by the Court Rules except as follows: None; copy of
Notice mailed February 26, 1968 is attached, marked Exhibit "A" .
The fund now before the Court is subject .to the following taxes: 1968 Personal Property Tax having
a face amount of $138.·58, but after deducting the discount for prompt pay-
ment of $6.93 , the ·net a~ount· is·$131.65.
Set forth any legal problems requiring adjudication· by the Court or difficulties that must be met in distribution:
·~
As twenty~one years have passed since the death of William W. Jimeson,
should the Trust, both principal and income, now be distributed to the
principal and original Benet~ciaries,1 sons of ihe decedent, W. Cardon
Jimeson and R. MacKay Jimeson?
):
..
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
See Exhibit "B" attached hereto for
details of the Additional Debits.
Principal
Income
Total additional debits
$ .... 7..Z.,.!f.96. 57 ·:.·····································
$ ........ ~.?. .. ~.~-~-= .. ?..~ ...... . .................
,'----'{ 't ~ l-0· '-1 ~
v tt 7, (} '·
$ ........ :.~ .. ~ .. ~.?. 97 ....................................
Additional credits not shown in account:
(Indicate whether income or principal), lf /t.?, ?-y,
See Exhibit "B" attached hereto for
details of the Additional Credits.
Total additional credits 247.35 $ .......................................................... ..
, f)
Balance for distribution Principal $ ..... ?..?..?..~.~-~ .. : .. ~?.. ..................... .
$ ......... ~.?..?..~.~ .. = .. ~?. ..................... .. 19'-t?"Vt''-
Income
Total $'78,880.19 ............................................................
If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is
a distribution account, file elections to take in kind for all items so listed:
INCOME-PERSONALTY
Cash on Hand
PRINCIPAL-PERSONALTY
Cash on Hand
STOCKS:
American Telephone and Telegraph Company, 184 shares
Capital
Columbus and Southern Ohio Electric; 300 shares Common
Equitable Gas Company, 150 shares Cpmmon . ' . ) General Electric Company, 65 shares Common
General Motors Corporation, 150 shares Common
Dresser Industries, Incorp6rated, ilO shares
$2.20 Convertible Preferred
Koppers Company, .Incorporated, Delaware
50 shares 4% Cumulative Preferred
National Steel Corporation, 200 shares Capital
Pennsylvania Power and Light Company, 200 shares Common
Standard Oil Company of New Jersey, 255 shares Capital
BONDS:
Pennsylvania Railroad General Mortgage, Series "B", 5%
$5,000. due 12/i/68
Collective Trust Fund: Mellon National Bank and Trust
Company, Collective Trust Fund "A", 316 units
$ 1,648.62
250.00 J,
4,954.67
3,230.46
3,097.14
3,012.45
2,667.56
1,798.15
5,050.00
7,676.65
4,327.04
3,174.69
6,462.50
31,530.26
Elections to take in kind by the principal beneficiaries will be
' presented to the Court at the Audit.
~
'-~--·--··~------·-··----~--~---···--·
SUBSTITUTE TRUSTEE-ESTATE OF WILLIAM W.
JIMESON, DECEASED -Trust for W. Cardon Jimeson
and R. MacKay Jimeson
Receipts and Disbursements since filing First and
Final Account through March 4, 1968
Balance per account:
PRINCIPAL-PERSONALTY:
Less:
Cte·rk of Orphans' Court, Washington County: Cost
of filing account
INCOME-PERSONALTY:
Add:
General Electric Company, Common
65 shares -dividend due 1/25/68
Collective Trust Fund A
Income through 1 I 10/68 to 2/10/68
Equitable Gas Company, Common
150 shares-dividend due 3/1/68
Less:
Mellon Bank: Compensation
Distribution:
2/ ~/ 68-W. Cardon Jimeson:
Income payment due
R. MacKay Jimeson: Income pay-
ment due
Balance Consists of the following:
PRINCIPAL-PERSONALTY
Stocks per election
Bonds per election
Collective Trust Fund
. Cash on hand
INCOME-PERSONALTY
Cash on hand
$ 12.35
100.00
100.00
Exhibit 11 B"
$ 1,613.91
42.25
126. 06
78.75
$ 1,860.97
212.35
$38,988.81
6,462.50
31,530.26
250.00
$77,231.57
1,648.62
$78,880.19
zu0-693
$77,266.57
35.00
$77,231.57
1, 648. 62
$78,880.19
•
Set forth accountants suggestion as to manner and form of distribution to be made, awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
It is suggested .that awards in kind be made to W. Cardon Jimeson and to
R. MacKay Jimeson in accordance with their elections to take in kind. It
will be noted that W. Cardon Jimeson has elected to take 33 shares of
General Electric Company Common stock and 127 shares of Standard Oil Company
of New Jersey Capital stock, while R. MacKay Jimeson has elected to take 32
shares of General Electric Common stock and 128 shares of Standard Oil Capital
stock. It was previously agreed by the Accountant and the Beneficiaries to
use the market values as of ~eptember: 15, 1967 in making any adjustments for
odd number of shares of sec u-ri t-ies: he)..d and the Accountant has done so. On
that date General Electric's value was $113.88 per share and Standard Oil's
value was $66.25 per share, hence, it is suggested that cash in the sum of
$47.63 be specifically awarded toR. MacKay Jimeson to equalize the specific
elections of securities, with the remaining ~ash balance to be distributed
equally between these two principal Beneficiaries.
NOTE: It must be recognized that the Cash On Hand at the time of the physical
distribution, after the Awards are Ordered by the Court, will not equal the
sums of $250.00 a.nd $1,648.62 as shown on Exhibit "B" because of still add-
itional debits and credits that will appear, i.e., a credit (deduction) of
$131.65 for the 1968 Personal Property Tax. The Accountant will report such
still additional debits and credits to the Beneficiaries and will secure
adjusted Receipts reflecting the actual Cash funds received.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof, And your petitioner will ever pray, etc.
being duly .... s.w.ar:.o .............. doth depose and say that the
facts set forth in the foregoing petition are true to the
best of... ...... hi.§ ................ knowledge and belief . =~-~~~~-::::e:.::~NY
... $.:W.9..r..n ............... to and subscribed before me
This .......... /.f..ki..: ........... day of .... Me.:f.£.h .......................... l 96 .. §.
Signature of Officer /~1-::~~ ..... ?::!.: .... ?...~ .. 'f.c!f:.Y.:'£ .. ..
Title of Officer ......... N9..:t~r.Y. ..... P..1J.P.J.i.9. ................................ ..
Office expires .... 4:£..f.: .... !..t:f:" .. l..'f...J. .. t?. ......... _. ....................................... ..
. SARA ~l. VMI KI~K. t: _ · ... : Public
wa~IJ"•gt• . •. . . -,. --.,. ···y po My C.:J.-_. :s. • .
o~ti)Del 14, ·,1 S I'
t
l
r
I
I
I I
"' •
! •
f \
{
Jrtitinu ~ur i\u!lit
IN THE
ORPJ-IANS' COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ....... .2.JSl.. ........ of 196.8 ....... .
ESTATE OF .. W:ILLIAM .... W: .•...... JIMES.ON.,. ............. .
P..~.~.~.~~.~.9..J. ... : .. !..~.~ .. ~.~!?..~.~.~.~EY.. .. :.!E.~~·~·········
FOR. ..... ~ .. ~ ...... ~.§..~Q.9. . .D.. .... ::!..t~~.§.9. . .D.. .... 9.:PQ ...................... .
................. .R .. ~ ...... M.!?.-.£~Y ..... ~t.P.?:~.§.9.P ....................................... .
~~~x~~~~x~~*
SUI JURIS BENEFICIARIES
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust instrument-attested.
2. Inventory.
kind-S. ~igJ?-ed. ele.ci~i~)J/,9f:l•itepyl~t.~Q~~~ taken in if diStnbution 1 ac<rounf. ·1 1 ,., r·, ... ')~ ~vniU \1' 1.; -"!~ "..! 4. Stipulation or certifica1e yo minor
account.
approving
5. Praech;J€1 fov· tho~e~~epr.esented.
6. Brief~for · afly qn~tiorl· ~f; la~lfa'is~d::·y
.................. .H.Q.W.i?.:.t.~cJr~j:t .. §p..a;~~Tf·~;;;·~~~~~t~t~ ......
·-llt ~·'
~2
,·
""-.,
------. --------------------
lin tqe ®rpqaus' <ttnurt nf llas4ingtnn <ttnuuty
ESTATE OF 219 No ............... Of 68 19 ............ ,-A-:A
William W. Jimeson Trust for ·········---·-·-·························--···'-·-···-··------··----·---· In the matter of the ___ X~!..~.~---~-~--E~~.?).
.. W .•... .O.ar.d9n ... Jim.e.s.an .. .and .. R •............. Account of .. ~~J,JQD. .. N.?Ji.i.QD.~l ... B.ank .. and Trust
.. MacKa;y ... J.ime-S.Gtl:y····················------·-····-·· ..9.a. _______ .Subs.t.i.t.ut.e.d ... TJ?.us-tee------------···
ADJUDICATION AND DECREE
And now .......... :~·P.;:~-~---···························· /,.t': ... , 19. ___ Q~, this matter came on for hearing,
audit and distribution at this session and testimoXy .. taken; and thereupon, upon due consideration
thereof th~.balance for distribution in ;the hands of the Accountant is determined to be
$. ______ 7.tl, . .o_50.~~9.--··························· and the account is accordingly confirmed; and it is orde,red,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
Balance pe'r account .... -----·--·--··---·····---······-···-···--·-·········---------·---············-·
Additional debit asked at audit
Additional credit asked at audit
Balance·--···'··············---·---·······-·-------····-··············---·-··--··------·----······-·-·-·······
Deduct Clerk's Costs & Receipts·-··----····----····--------·--····-······························
Attorney ........... How.ap.d .. F •... .Ca:pson-----------·-·-···-------·-·-··············-·-··--··
Washington County, Division of Personal Property
Tax, per praecipe filed,
Paul M. Petro, Esq., Trustee and Guardian Ad
$ ... 18.,.880 ... 48
247 .o6
$ 79,127.54
247.35 .
$ ... 18.,_8.8.Q .. l9
67.50
$
131.18
$
Litem, fee, 100.00
R. MacKay Jimeson, son, 1/2 balance including th
following assets, held in kind and distributed
as such at the value as shown except however,
$47.63 shall be added to the cash of this distri u-
tee for the purpose of equalizing distribution
per agreement, per election filed:-
92 shares American Telephone & Telegraph
Comp. Capital $2,477.34 150 shares Columbus & Southern Ohio
Electric Common 1,615.23
7S shares Equitable Gas Company
Common 1,548.57 32 shares General Electric Company
Common 1,483.05 75 shares General Motors Corporation
Common · 1,333.78
55 shares Dresser Industries Inc. $2.20
Conv. Preferred 899.08
100 shares National Steel Corporation
Capital 3,838.32
100 shares Pennsylvania Power & Light
Company Common 2,163.52
128 shares Standard Oil Company of New
Jersey Capital 1,593.57
25 shares Koppers Company Inc. Del. 4%
Cum. Preferred 2,525.00
Undivided 1/2 interest in $5~000.00 Pa. Railroad Gen.Mtg. Series B 5~ due
12/1/68 3,231.25
)
0 """ 0
)P
m
() ::J z
en
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..... 0 -+ 9
t:l
0 c: ::J""
..... CD
""'*'
CD ~
= 0
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,.
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......
.....
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~
..,
0 0 """ """ ..... ::J"" ....... CD -· t
1\)
b = ~ :-o = t:Y
s ~ ~ "'
?>
?>
"'
·--
158 Units Mellon National Bank.and Trust
Company Collective Trust Fund A. 15,765.13
Ca.sh to equalize as above noted, 47.63
W. Cardon Jimeson, son, 1/2 balance including the
following assets, held in kind and distributed as
such at the value as shown except however, $47.63
shall be added to the share of R. MacKay Jimeson to
equalize distribution per agreement, per election
filed!•
92 shares American Telephone & Telegraph
Company Cap'ital . $2,477.33 150 shares Columbus & Southern Ohio . ·
Electric Common 1,615.23
75 shares Equitable Gas Company
Common
33 shares General Electric Company
1,548.57
Common
75 shares General
Common
1,529.40
Motors Corpo~ation
55 shares Dresser Industries Inc.
Conv. Preferred
1,333.78 $2.20
899.07 100 shares National Steel Corporation
Capital 3,838.33
100 shares Pennsylvania Power & Light
Company Common 2,163.52 127 shares Standard Oil Company of New
Jersey Capital · 1,581,12 25 shares Koppers Company Inc. Del. 4~
Cum. Preferred .2,525.00
Undivided 1/2 interest in $5,000.00 Pa. Railroad
Gen. Mtg. Series B 5% due 1271/68 3,231.25
158 Units Mellon National Bank and Trust
Company Collective Trust Fund A. 15,765.13
39314.5
39266.9
No balance
-~
\ ! .•.
No .... ?.l9. ..... , 19 ..... 9.$ __
In the matter of the First and Final
accountof Mellon National Bank and
Trust Co. Substituted Trustee
of Estate of William W. Jimesan, Trust for w. Cardon Jimeson and
lt. MacKay Jimeson
1\~ju~iration au~ irrrrr
Slll/;\ .:iO H3lSiD3U
ON:<lv'Y.J TDssnu
0 v : G~ IJ'l ;::;:::; Vc}\1' f='3I
n -, -, ' ~ cr=:::J I I ~ i ~2
jL-::;_;C,
-~ J
'f./ .I
IN THE MATTER OF THE ESTATE. OF IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA.
WILLIAM W. JIMESON, TRUST NO. 219 Of 1968
for W. Cardon Jimeson and
R .· MacKay J ime son
. DECEASED:
}
..
KNOW ALL MEN BY THESE PRESENTS, THAT I, w. CARDON JIMESON,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY Substituted Trustee
William W. Jimeson oEcEAsED. THE suM oF OF THE ESTATE OF ·
Thirty-nine,Thousand Two Hundred Sixty-six and 94/100 ($ 39,266.'94 ) DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE
AT NO. 219 Of 1968
WITNESS MY .HAND AND SEAL THIS ')-. J DAY OF -'"';f'S/ .........-
~ a ~£?
wiTNEss 1/t~!-6-ya/ ,(/; Da£hPtt'<C/
See reverse. si?e
·w,~ ~ \.~
w. e282
219 of 1968 NO.----~~~~~~------------
ORPHANS' COURT
ESTATE OF
William W. Jimeson, Trust
for W. Cardon Jime son and -·
R. MacKay J ime son
DOCKET ______ PAGE _____ _
RECEIPT
FROM
W. CARDON JIMESON
TO
' Mellon National Bank & Trust C
FJLED'---------------------19_
Award per decree:
Securities per election
-Cash
' I
. ~ .
Corrected Distribution:
Securities per election
'c:ash
O'·
LU
l ' . .........:
• !
$ 38' 507.73
759.21
$ 39' 266.94
$ 38' 507.73
776.15
$39,283.88
(f)
Q_J ;':...J
53:
~~~)
IY)
IN THE MATTER OF THE ESTATg OF IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA.
WILLIAM W. JIMESON TRUST
foz J.V. Gaz don Jhne son nnm } No. _ _:2:_:1:__:9:.___.=o.:_f_:1~9:_:6:_:8:__ _______ ..:__ ____ _
and R. MacKay Jimeson
KNOW ALL MEN BY THESE PRESENTS, THAT I. R. MAC KAy JIMESON,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY SuBStituted Trustee
OF THE ESTATE OF William W. Jimeson oEcEAsED. THE suM oF
Thirty-nine. Thousand Three Hundred Fourteen and 57 I 100 cs 39, 314., 57 l DOLLARs
IN FWLL OF THE AMOU'NT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE
ATNO. 219 Of 1968
See
w. 8282
~ \_~
--~~~----------------------------, .1
219 of 19(>8 NO.----~----~~---------------
~
ORPHANS' COURT
William W. Jimeson, Trust
for W. Cardon Jimeson and
R. MacKay Jimeson
DOCKET PAGE
RECEIPT
FROM
R. MacKay Jimeson
TO
Mellon National Bank & Trust C).
FILED•-----------------?~~-:~ __ 19 __ _ ~/
~ward per Decree:
.Securities per election
. Cash
$ 3'8' 4 7 3. 84
840.73
·~ 39,314.57
Corrected Distribufion: ·
~e curitie s per ele-ction $ 38 , 4 7 3. 84·-.;
Cash 823.79
$39,297.63.-
.:
IJi
M
v?
0 ,, . 0-.J ?=:;:::!
! f '
~ ['",.:: :..:
··' ----.,-=:L! ..
~u
I -_J""""' -J ' 1 -·.u --•'I td ~:~~ ' I ' r·-:;:::)(.!) ['_ c:w ....::..: £.::;
,.") r ) ,_ , .,_,
'··
. :
·ii."
IN THE ORPHANS1 COURT OF WASHINGTON COUNTY, PENNA.
RE: TRUST UNDER WILL
OF WILLIAM W . JIMESON, (
DECEASED )
SPECIFIC ELECTION TO TAKE IN KIND
I, .R. MacKAY JIMESON, being beneficially interested in the trust
created under Article Sixth of the Will of William W. Jimeson, Deceased, do here-
by elect to take in kind the following stock at the values set forth, together with any
dividends thereon, and request your Honorable Court to award said assets to me in
the Decree of Distribution to be entered in the above entitled Trust.
92 shares American Telephone & Telegraph Company Capital
150 shares Columbus & Southern Ohio Electric Common
75 shares Equitable Gas Company Common
32 shares General Electric Company Common
75 shares General Motors Corporation Common
55 shares Dresser Industries Inc. $2.20 Conv. Preferred
100 shares National Steel Corporation Capital
100 shares Pennsylvania Power & Light Company Common
128 shares Standard Oii Company of New Jersey Capital
25 shares Koppers Company Inc. Del. 4% Cum. Preferred
Undivided 1/2 interest in $5,000.00 Pa. Railroad Gen. Mtg.
Series B 5% due 12/1/68
_158 Units Mellon National Bank and Trust Company
Collective Trust Fund A
DATED this ry d day of ___.:..o.,..!k/:=--~__;;;,__' __ , 1968.
WITNESS:
$
$ 2,477.34
1,615.23
1,548.57
1,483.05
1,333.78
899.08
3,838.32
2,163.52
1,593.57
2,525.00
3,231.25
15,765.13
38,473.84
I I j !
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA.
RE: TRUST UNDER WILL
OF WILLIAM W. JIMESON,
DECEASED
-~IFIC ELECTION TO TAKE IN KIND
I, W. CARDON JIMESON, being beneficially interested in the trust
created under Article Sixth of the Will of William W. Jimeson, Deceased, do here-
by elect to take in kind the following stock at the values set forth, together with any
dividends thereon, and request your Honorable Court to award said assets to me in
the Decree of Distribution to be entered in the above entitled Trust.
92 shares American Telephone & Telegraph Company Capital
150 shares Columbus & Southern Ohio Electric Common
75 shares Equitable Gas Company Common
33 shares General EleCtric Company Common
75 shares General Motors Corporation Common
55 shares Dresser Industries Inc. $2.20 Conv. Preferred
100 shares National Steel Corporation Capital
100 shares Pennsylvania Power & Light Company Common
127 shares Standard Oil Company of New Jersey Capital
25 shares Koppers Company Inc. Del. 4%~Cum. Preferred
Undivided 1/2 fnterest in $5;000.00 Pa. Railroad Gen. Mtg.
Series B' 5% due 1Z,fl/68 '
158 Uhits Mellon National Bank and Trust Company
Collective Trust Fund A
DATED this I Lf day of ~ , 1968.
$ 2,477.33
1,615.23
1,548.57
1,529.40
1,333.78
899.07
3,838.33
2;163.52
1,581.12
2,525.00
3, 231.25
15,765.13
$ 38,507.73
2Y~.~.
·() WITNESS: