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Home My WebLink AboutOC1968-0515 - ESTATE OF HUNTER3Ju tqt ~rpquu5f QIuurt uf 1I«511iugtuu QInuuty In the matter of the Audit of Account in Estate of Anna Davis Hunter, Deceased TO THE AUDITING JUDGE: Enter ~rn~~~------------,appearance for executor,and acoountant. No.515.-loo,u,f_----'-,19..6lL,A.A. The Union National Bank of Pittsburgh, 22nd day of -------'ML:!a~y~----------,.19-.6lL 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. No. .'\ 515 of ,19~,A.A. I In re Audit of AccQunt in Estate·of Anna Davis Hunter, Deceased. AUDIT 'rttttipt for i\pptttrtttttt FOR The Union National Bank of Pittsburgh. Executor and Accountant. -~r.1;:uoc: -(/J(.l'(J) --I",rn_::OJ--d __-'1:;:;: ~=.orz '-0U> t_!;U'c,(, c...r-:2 ;-. I-> -0Z ~_" -'~"l••-.r- mo Thomas L.AQQerson. f\)Attorney ....2 LAST WILL AND TES'I'AMEfIJ'T I,ANNA DAVIS HUNTER,of Washington,County of Washington,snd State of Pennsylvania,being of sound mind,memory a~d understanding;do make and publish this.my last Will and Testament,hereby ~e~oking and making'~pid i' I all former Wills by me at any time heretofore made.:..': ,, FIRST: after my death. ,Any bills I have shall be paid as soon as "possible ; t!,,'j 'j " SECOND:The estate shall be distributed as follows: (8)ONE THOUSAND ($1,000.00)DOLLARS to the UPPER BUFFALO CEMETERY FUND of BUFFALO,PENNSYLVANIA,for care of thE!cemetery.i i ii' (b)ONE THOUSAND ($1,000.00)DOW&to the UPPER BWFALO' ..; , I " I CHURCH at Buffalo,Pennsylvania.I; , ,"1....--(,,.':~ (c) '..,.' FIVE THOUSAND '($5,000.00)DOLLARS to the bHILDRENI'S: !. . :,:"":~~.!. HOSPITAL 'of Pittsburgh,Pennsylvania,for crippled children care.,:;:,:'!,~,:it,;": .'''j ;,vc:': ::::,':::';;!:':':Tr:~''i (d)FIVE THOU~ND ($5,000.00)DO~ARS to C.A.I R.j ~:~;,:-??O'::- First A.soue,New York,New York.I':!."'.:'l • (e)FIVE THOUSAND ($5,000.00)DOLLARS to MEDICALRESEARCHi' '\I for cancer research,if no cancer cure has been discovered. (f).FIvE THOUSAND ($·5,000.60)DOLLARS to CHRISTIAN CHILDREN. FUND in Richmond,Virginia. THIRD:The residuary estate is to be.paid to the CHILDRENIS HOSPIT~of Pittsburgh,Pennsylvania. FOURTH:I do hereby make,constitute and appoint THE UNION NATIONAL BANK OF PITTSBURGH to be Executor of this my last Will and 'Testament....". IN WITNESS WHEREOF;I,ANNA DAVIS HUNTER,the Testatrix above ',' named,have hereunto subscribed my name and affixed'my seal,this!tt'~, ..\day of June fourth in the year of our Lord one thousand nine hundred sixty-five..., ---*iN-N-.l......-l"r"ll"'!'T'l~(SEAL) AN1ik DAVIS HUNTER ......:~..I I ~.-! ;..1 . Signed,sealed,published and declared by t~e above named Testatrix as and for her last Will and Test&~ent,in the presence of us,who have here unto subscribed our names at her request as witnesses thereto in the presence of Baid Testatrix and of each other. ii ttloo~ Pgh 38.Pa. '-1,~. I HENRY M.ARMSTRONG '" ('-1 III "-l r;: Address 1113 Fox ChapelQ Rd. ,Q 1:"', Qloo 'Q ... pgb.36,Pat JSO Sarat oga Dr (..·.f ",,'RO~ERT E.BUTYRM ...-::::;:'..,'.." '3:i:"-t '""j t:I '""j Addre~:s a H!i'-""'t::;l ":: 1 1 I, I j i , :t- ;i ::~,J i '!' !' Ii:".:t·: !: ,,.11 •.".;}:;.;j' 1 ii"!,' .i,I " .;i""", '-2- I, / i\ffibanit (@f 1fxprutnr (@r i\~minilitratnr 8'tatt nf Jtnnaylnania.t 1l!i: Cllnunty nf lIaal1ingtnn \ Personally before me,the undersigned authority,a ~~..~~~in and for said County and State,appeared ~~~t.;Q.~M..~..l1;t.J.t~ft..f~o,being duly sworn according to law,deposes and says that he is the executor ;Q~~1ttol of the estate of,...U.t...... ............................................:deceased,that the foregomg schedules constItute a ..&ma Dedi fJaIWcompletemventoryandappraIsementoftherealandpersonalestateof...; , 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 ~the fair value of said items as of the date of th~~$.cegent's ~e~.based.uE.~l.!..a just apprai.se.ment o.feach Item made by the above named Executor ~gili,1tJila\O~j "w lUfM'AL 1MII 01 ,ms•• day a~=~:Q";~l!.;.~:.:~.~:.~.~~:~r ~~..m.7~this 2.5.t.h.......l~~~~~~~.:~~~.~~. ...'.'tru\OIfttU ExecutorUm.iW1t~~·..· ··~·~~C · ·.. 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 were lIutttutnrg nub ~pprni.apmtut of the goods and chattels,rights and credits which ~iJQlt 1lM..1il"~eo.t7.,..1,...of late of ~. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS Filed November 1,1967,I.&A.Be ok 78,page 391 ..~.,.... ---------....---------- .' INVENTORY of all real and personal estate of ANNA DAVIS HUNTER,Deceased,late of Washington County, Pennsylvania. PERSONAL ESTATE SCHEDULE Cash found in purse Cash found among personal effects at Washington Hospital The Union National Bank of Pittsburgh Checking account Mellon National Bank &Trust Company (Washington Office) Savings account #6267 The Union National Bank of Pittsburgh,Main Office Savings account #000 152 11 H Mellon National Bank &Trust Company (Washington Office) Checking account . First Federal Saving~&Loan Association of Washington Savings account #73$6 Stocks 92 shares Consolidated Natural Gas Company Capital @ 28 11/16 Dividend of record 4/17/67 387 shares The Columbia Gas Systems,Inc. Common @ 27 1/2 Dividend of record 4/20/67 80 shares Continental Oil Company Capital @ 72 5/8 50 shares Duquesne Light Company 4.20%Preferred @ 40 1/2 10 shares George Washington Hotel Corporation Capital @ 12 570 shares Lone Star Gas Comp~ny Common @ 20 3/8 24 shares Mountain Fuel Supply Company Capital @ 30 13/16 111 shares Northern Natural Gas Company Common @ 53 1.75 104.00 6,557.26 10,612.08 16,896.88 9,393.73 10,220.88 2,639.26 36.80 10,642.50 139.32 5,810.00 2,025.00 120.00 11,613.75 739.50 5,883.00 ----~----------------------..., .. ..r:....:~,~ Stocks (continued) 1,146 shares Standard Oil Company of New Jersey Capital @ 65 1/8 Dividend of record 5/11/67 30 shares South Pittsburgh Water Company 4 1/2%.Preferred @ 75 270 shares United States Steel Corporation CQmmon @ 45 13/16 Dividend of record 5/5/67 450 shares Union Oil Company of California $2.50 Cumulative Convertible Preferred @ 74 1/2 ·Dividend of record 4/10/67 Bonds $1,800 face value U.S.Savings Bonds Series "E" Various dates Miscellaneous Household goods per list on file with executor* *(appraised by and sold to Hubert S.Post,Auctioneer) .REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA 74,633.25 916.80 2,250.00 12,369.38 162.00 33,525.00 281.25 2,803.06 25.00 $220,401.45 None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None $ $ 0.00 0.00 .... .. ..'.1 ~ -.' IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ;kf ,1"""/s--/9~t?P ESTATE OF ANNA DAVIS HUNTER,DECEASED FIRST AND FINAL ACCOUNT OF THE UNION NATIONAL BANK OF PITTSBURGH, EXECUTOR r "'!tZ i ~~I ~:~"Df t:;f-S .....~ :;::,....-§s ~~ B .~z:: !4',S ,15~§~ O!l ~,~~'E=.g ~ar~..~ ~ ~ 1i~I "to::l;':~i ~r~f'~,<:li~ ~ BALANCE DUE -$205,122.63 ...... .., " This account was transmitted and presented to the Orphans'Court and confirmed nisi at No.lpn,tJnf2I~~Clerk of Orphans'Court •< --.'.. :uF$P'l:::O:,'.ee r:',-=:;:3 - v ~~1',.F-'.S . ~, ~'~I-"-- ['"1-....j',- F 'l d )"~.."'-,-1.e ::"':'::0 -..;;.I I •i--....-.::.,-~ [;Q W "-J ..f ,~ \ ~1 , o.-.. Thomas L.Anderson,Esquire 1026 Washington Trust Tower 30 East Beau Street Washington,Pennsylvania /SO --'70 POIOI U40A ~'~ .o_~ IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA NOo ESTATE OF ANNA DAVIS HUNTER,DECEASED FIRST AND FINAL ACCOUNT OF THE UNION NATIONAL BANK OF PITTSBURGH, EXECUTOR March 21,1968 171. PRINCIPAL SUMMARY SCHEDULE A PERSONALTY NET BALANCE 220,466 95 22,010 71 7,433 12 766 73 198,456 24 6,666 39 205,122 63 The Balance Consists of the Following:- Principal -Personalty Stocks The Columbia Gas System,Incorporated 387 shares Common Inventory value Lone Star Gas Company 570 shares Common Inventory value Standard Oil Company -New Jersey 1146 shares Capital Inventory value Union.Oil Company of California 450 shares $2050 Cumulative Convertible Preferred Inventory value .United States Steel Corporation 270 shares Common Inventory value 10J642 50 11,613 75 33,525 PO 12,369 38 142,783 88 '?'BoA ESTATE OF ANNA DAVIS HUNTER,DECEASED 972 3,899 12,661 -2 - Incbme -Personalty United States of America Treasury Bills $1,000 dated 12/14/67 due 6/13/68 Purchased 12/14/67 United States of America Treasury Bills $13,000 dated 11/16/67 due 5/16/68 Purchased 11/16/67 United States of America Treasury Bills $4,000 dated 10/13/67 due 4/11/68 Purchased 10/13/67 Cash on hand Cash on hand Cash distributed to Legatees (See Exhibit No.1 Page 9) Bonds I I 00 I 22 23 17,532 45 22,000 00 16,139 91 198,456 24 6,666 39 205,122 63 I I I II I ESTATE OF ANNA DAVIS HUNTER,DECEASED 50,681,43 10,220.88 10,220088 10,612008 10,612,08 16,896,88 16,896.88 33,148.98 3,899,00 12,661022 972023 -3 - SCHEDULE A PRINCIPAL -PERSONALTY R E CE I P T S Proceeds withdrawn The Union National Bank of Pittsburgh Savings Account No.152-11 H Inventory value Proceeds withdrawn Mellon National Bank and Trust Company Savings Account No.6267 Inventory value Proceeds withdrawn First Federal Savings and Loan Association of Washington,Pennsylvania Savings Account No.7386 Inventory value Cash expended for purchase of the above assets 1 White gold pin with 3 pearls and 4 diamonds 1 Circle pin with flower in center 1 $5 bill signed by H.T.Hunter National Bank of Ellsworth 1 Good Luck charm Uni ted States of America Treasury Bills 9/14/67 $34,000 dated 9/14/67 due 3/14/68 10/1.3/67 4,000 dated·10/13/67 due 4/11/68 11/16/67 13,000 dated 11/16/67 due 5/16/68 v 12/14/67 1,000 dated 12/'/14/,67due613/68 Additional Assets Withdrawal -Savings Accounts Purchase of Assets N'ov.6 196 7 Aug.15 Sept.5 196 7 Nov.1 Inventory filed I I 220,401 45 1 00 1 00 7 00 1 50 10 50 0 00 0 00 0 00 0 00 I I I I I 00 I0 I i 1711104 ,, • ".... ESTATE OF ANNA DAVIS HUNTER,DECEASED Sale and Conversion of Assets Without Gain or Loss 1 9 6 7 July 3 Proceeds sale Miscellaneous Household Goods 25000 Inventory value 25000 0 00 Dec.6 Proceeds sale 1 White gold pin with 3 pearls and 4 diamonds 1.00 1 Circle pin with flower in center 1.00 1 $5 Bill signed by Ho To Hunter National Bank of Ellsworth 7.00 1 Good Luck charm 1,50 10,50 .J Inventory value 10050 0 00 Proceeds redemption -$1,800 United States of America Savings Bonds Series "E" various dates 2,803006 \Inventory value 2,803006 0 00 1 9 6 8 Mar.14 Proceeds maturity -$34,000 United States of America Treasury Bills dated 9/14/67 due 3/14/68 33,148098 Purchased 9/14/67 33,148098 0 00 0 00 Acquisition of Stock Rights 1 9 6 7 June 29 Continental Oil Company Received as holder of record 6/9/67 of 80 shares Capital Stock 80 Rights 0 00 Gain on Sale of Assets 1 9 6 7 June 29 Proceeds sale -80 Rights Continental Oil Company Capital at 6 7/8 55,00.-Allocated value 0000 55 00 I I 220,466 1 95 ii - 4 - ._. 196 7 June 16 Aug.4 Aug.21 Nov.8 Nov.9 1 968 Mar.21 ESTATE OF ANNA DAVIS HUNTER,DECEASED ~DIS BUR S E MEN T S Administrative Expenses Register of Wills of Washington County,Pennsylvania Cost of probating Will,twelve Short Certificates and trip to Pittsburgh to probate the Will Register of Wills of Washington County,Pennsylvania Cost of five Short Certificates Comptroller of Public Accounts,Austin,Texas Tax waiver on 570 shares Lone Star Gas Company Common Stock Register of Wills of Washington County,Pennsylvania Cost of five Short Certificates Thomas Lo Anderson,Esquire Reimbursement for cost of filing Inventory and balance due on Grant of Letters Testamentary Thomas L.Anderson,Esquire AttorneyI s fee The Union National Bank of Pittsburgh Accountant's compensation Expenses in re sale of Securities 17111-. 41 50 5 00 , 1 00 5 00 II2400I 7,900 00 9,820 00 220 29 18,016 79 1 196 7 Aug.24 Sept.6 Loss on Sale of Assets Procee~s sale -92 shares Consolidated Natural Gas Company Capital Stock at 28 3/8 Inventory value Proceeds sale -80 shares Continental Oil Company Capital Stock at 70 1/4 Inventory value Proceeds sale -III shares Northern Natural Gas Company Common Stock 100 at 47 7/8 and 11 at 47 3/4 Inventory value - 5 - 2,610.50 2,639026 I5,620.00 5,810.00 5,312075 5,88JoOO 28 1 76 190 00 570 25 ESTATE OF ANNA DAVIS HUNTER,DECEASED 171Soa Loss on Sale of Assets (continued) Sept.14 Proceeds $ale -30 shares South Pittsburgh Water Company 4 1/2%Preferred Stock at 72 1/2 2,175000 Inventory value 2,250.00 75 00 , Oct.11 Proceeds sale -50 shares Duquesne Light Company 4.20%Preferred Stock I10at361/4 and 40 at 36 1,802.50 Inventory value .2,025.00 222 50 Nov.21 Proceeds sale -24 shares Mountain Fuel Supply Company I Capital Stock at 29 1/4 702.00 Inventory value 739.50 37 50 Dec.6 Proceeds sale -10 shares George Washington Hotel Corporation Capital Stbck at 8 80.00 Inventory value 120.00 40 00 1,164 01 Preferred Debts 1 9 6 7 June 13 Ralph E.Piatt Funeral Home Funeral expenses 1,626 29 , June 20 D.McCarrell Dunbar,M.p. Professional service 156 00 .- "Richard Ko Harkcom,M.Do IProfessionalservice38000I Sept.26 The Washington Hospital Hospital services 147 23 I 2,309 52 IOtherDebtsI 196 7 July 14 Russell Marino,Washington County Treasurer 1967 County Personal Property Tax 377 89 I I -6 - 17UI·A ESTATE OF ANNA DAVIS HUNTER~DECEASED IOther Taxes 196 7 July 18 Josephine M.Douglas Agent Payment on bequest in full $1,000 at 15%150.00 Less 5%Discount 7.50 142 50 22,010 71 SCHEDULE B INCOME -PERSONALTY R E C E I P T S I Dividends -Stocks I I Consolidated Natural Gas Company Capital 92 shares 8/15/67 36 80 I Columbia Gas Systems,Incorporated Common 387 shares 8/17/67 -2/15/68 425 70 Continental Oil Company Capital 80 shares 6/22/67 52 00 Duquesne Light CompanJ 4.20%Preferred 50 shares 7/7/67 -10/2/67 52 50 I Lone Star Gas Company Common II 570 shares 6/22/67 -3/18/68 638 40 I Mountain Fuel Supply Company Capital I 24 shares 6/15/67 -12/5/67 30 24 II Northern Natural Gas Company Common I111shares6/22/67 66 60 Standard Oil Company -New Jersey Capital I 1146 shares 9/14/67 -3/12/68 3,094 20 I South Pittsburgh Water Company 4 1/2%Preferred I30shares7/21/67 33 75 United States Steel Corporation Cornmon 270 shares 9/12/67 -3/11/68 486 00 Union Oil Company of California $2.50 Preferred 450 shares 8/11/67 -2/12/68 843 75 -5,759 94 -7 - 9 2 7 6 14 212 229 851 33CJ 371 395 - 8 - DIS BUR S E MEN T S United States of America Sa vings Series IIE~' $300 1/1/67 -7/1/67 100 2/1/67 -8/1/67 250 3/1/67 -9/1/67 200 4/1/67 -10/1/67 500 5/1/67 -11/1/67 United States of America Treasury Bills Accumulation on $34,000 to 3/14/68 Mellon National Bank and Trust Company Savings Account No.6267 Interest 5/1/67 -11/1/67 First Federal Savings and Loan Association Savings Account No.7386 Interest 12/31/66 -6/30/67 The Union National Bank of Pittsburgh Savings Account No.152 11 H Interest 3/1/67 -9/1/67 The Union National Bank of Pittsburgh Accountant's compensation Reserve for payment of 1968 Washington County Personal Property Tax Interest -Bonds Interest -Savings Accounts Administrative Exoenses 196 8 Mar.21 - 171.... ..~..~ ESTATE OF ANNA DAVIS HUNTER DECEASED 08 96 64 24 44 02 891 38 95 ! 24 61 781 80 7,433 12 I- I II I ~6 I P7 I 766 73---. I I I I ESTATE OF ANNA DAVIS HUNTER,DECEASED I EXHIBIT NO.1 Payments on account of Distributive Shares Principal -Personalty Distribution under Paragraph Second (a)of the Will Upper Buffalo Cemetery Fund Cash paid 9/12/67 1,000 00 Distribution under Paragraph Second (b)of the Will Upper Buffalo Church Cash paid 9/12/67 1,000 00 Distribution under Paragraph Second (c)of the Will Children's Hospital of Pittsburgh Cash paid 8/31/67 5,000 00 Distribution under Paragraph Second (d)of the Will C.A.R.E.ICashpaid8/31/67 5,000 00 I, Distribution under Paragraph Second (e)of the Hill Cancer Research Foundation Cash paid 8/31/67 5,000 00 Distribution under Paragraph Second (f)of the Will Christian Children Fund Cash paid 8/31/67 5,000 00 22,000 I II I II II "Ii -9 - I I I I I IIt I1t..A ~.-.-. II 00 I I I : I i I I I I I I I ·" COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ALLEGHENY ROBERT E.BUTRYM,Trust Officer of THE UNION NATIONAL BANK OF PITTSBURGH, the above named accountant being duly sworn according to law deposes and says that Letters Testamentary were granted to THE UNION NATIONAL BANK OF PITTSBURGH and advertised more than six months prior to the filing hereof;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 and subscribed before me this,__....:://;...(,=.---d..day of_~YU...;....:;;.~.:;...;;....;....;:;;..,196 J'. Notary Public CLAIR A.NEWTON,NOTARY PUBua PITTSBURGH,ALLEGHENY COUNTYREQUESTFORDISTRIBUTIONJlYCOMMISSIONEXPIRESfEB.21,1972 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. JI Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION t In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,3JS amended. Commonwealth of Pennsylvania,County of Washington,SS:. Bersonally ap,peared before IDle,a Notary Public in and for said County and State,Richard S.Cowan ,who beirug duly sworn according to law,deposes and says tha.t he is the Se.c..!.¥-•...&..-';~re.as .• of the Obs'erver Publishing Company,a I'ienrusylvama corporation,and its agent in thi's behalf;that the said Company is,the owner and publisher of the Observer"Reporter,suCC'essor to The Washington Observer,established Septembe,r 18,1871,and The Washington Reporter,established August 15, 1808,a daily neWSlpapre,r of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsyl· vania,where it or·its predecessors have been established and published continuous'ly for more than six months'prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;. ,~y ~:1.J ~~~.~7 ~.~4 !4.J J9..~.7.. that neithe,r the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or a.dvertising and that all of the aHega· ~n~~.th~affidavit ..to:ntimn~'l~t'.~n 6726·Wed.•3t Sworn to and W.26752 f Washington County Reports. ~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON} STATE OF PENNSYLVANIA SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY 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 ci said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: June 1,8,15,1967 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publicatioo are true.~----(Q---~~~;t;_.::y'::~'~~=:'hi'.,,~ .....~:c:.~.d...t..~.~..~A.-:= otary Public KATHERINE C.YARD,Not Public Washington,Washington Co.,Pa. My Commission ExpiNls November 1,1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys.i ••••••••••••••••• HUNTER,ANNA DAVIS,Dec'd. Late of Washington,WashingtonCounty,Penna. Executor:The Union National BnakofPittsburgh.4th Ave.&Wood St.,Pittsburgh.Pa.Attorney:Thomas L.Anderson,1026 Washington Trust Bldg.,Washing-ton,Pa. PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form /' Estate of A~.~..P.~~.!~~.~:t!.~~.,_.. ............................................p..~~.~~.~.~9._ Deceased No 2.~2 ~f...~.9.~.~L A.A. Fiduciary.....~h~...1!~4:gIl:..JS".~:tJgp,~1...J?~~. .....~.f...~J~.~.~~.~gh,~~.9.~~9r.!- Will Book 104,page 15. Date of Date of Decedent's deat'h May l~19.6.7 i ..••••.••.....Grant of Leltters J.une.16.,l9.6.7.. This is the ~f.~.~~.~~.~.~,.f.~~.~~~.accounf filed in this estate If there have been former gccounts filed in this estate,list file number or number and term n9.~~. Election to take none. Under or Against will.(cross out one) Date Election Place of; Filed Record :. Name of surviving spouse ·.:N9.g~.,<;l~~.~~.~n..t.~~g.~~p"~~g..p.~.~.~~.9_~.~~.~.g h~~.~:. List issue,where material:None. "....1II Did d~c.edent marry afte.r execution of will?(indicate)~No.Any childre.r born after execution of will?(indicate) ~Nei.If answer yes;name .them 7:::'.~::''. ...................--_.._-_---___--__._---__-_--__-___-.--_____.___--_----__..-~--_.-..___. Legatees Relationship Interest Fiduciary,if dece~sed or not sui juris Upper Buffalo Cemetery Fund Upper Buffalo Church Childrents'Hospital C.A.R.E. "Medical Research for Cancer" Christian Children Fund Children's Hospital none none none none none none none $1,000 legacy $1,000 legacy $5,000 legacy $5,000 legaCY' $5,000 legacy $5,000 legacy residue List,if exceptions to above: No exceptions Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts:No partial intestacy , t 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.~ If any exception give couse:.NO.ne . File copy of Notice "...Noti'ce mailed,May 7,1968.Copy of notice attached..and date of mailing " Original notice to Attorney General,in recharities,mailed May 9,1968,receipt acknowledged,May 13,1968,attached hereto. Is estate subLect to the filing of a Federal Estate Tax Return?...X~~.~...:t?.~:t?...~~~~P:t?.~~!}~...~~_~~~~~..~_E?_'~y~no taxable estate... Actual payment made o~Pennsylvania Transfer Inheritance Tax.Amount $.142.•_'_Q".in...f:ulL.Qn.._ . cemetery bequest.Exemptions claimed on balance as charitable bequests. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ......................._:_".N~~.~.f~~fl.l.~.l!':~.E?~___ _.._._. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All known creditors have been paid in full. ., 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 debits not shown by account: Income-Personalty: Div.,Col.Gas,51l5/~8 Div.,Union Oil,5/10/68 Int.,U.S.bills $..~.l?$..~.~~.?.~.~}. 147.06 28l~25 533.93 Balance for distribution Total additional debits (Add) Itemize an't additional credits not shown by account:P~inclpal-Persona1ty:Register,cert.copy of willwashlObserver,advt.lettersWashngtonCOlReports,advt.1ettersRegister,fi1 ng account,Income-Personalty:Union Ne.t.Bk ...a1}count comp.TotOl aCfditional crearrs l)ubtraclJ r'/. 962.24°62 2"~206 084.87$..7-_...•.~•••~........, 5~5.0 12·S0 '.~~:a8 Jj:ii .",c.103,61 48.11 $......205,981~.2.6.. $ . If balance for distribution i.s not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance in cash. Leave is requested ta furnish supplemental statement af debits and credits,if any,at conclusiQn of liquidation of securities n0W in progress and nearing completion. u- ~- THOMAS L.ANDERSON ATTORNEY AT LAW 1026 WASHINGTONTRUSTTOWER ~O EAST BEAU STREET WASHINGTON,PENNA. June 8,1968. Han.P.V.Marino, Orphans Court, Court House, Washington,PennIa. Dear JUdge Marino:- Re:Estate of Anna Davis Hunter,Deoeased, No.515 of 1968,A.A.: At the audit hearing on May 22,1968,leave was granted to supplement the audit petition at the oonclusion of liquidation of securities.Suoh liquidation has now been completed,and the following is respeotfully submitted as supplement to the statement of debits and oredits in the audit petition: Principal -Personalty Additional debits: Gain,sale,Lone Star Gain,sale,Union Oil Gain,sale,SONJ Refund,IRS,'67 income tax Total Additional oredits: Loss,sale,Columbia Gas Loss,sale,U.S.Steel Cost,sale,seourities Total $1,663.75 2,837.50 4,161.00 262.50 59~251,848.13 1,314.37 $8,924.75 3,221.75 Net,additional balanoe for distribution\ Balance for distribution,audit petition Final,balance for distribution $5,703.00 205,981.26 $211,684.26 It appears now that some reserve should be retained for tax oontingencies,and a re-award of $2,000.00 to the exeoutor for such purposes is requested,the same or balanoe thereof to be paid to the residuary legatee without further aooounting. If Family Exemption claimed by Petition,give place of Record:N.9.P...~~J~.i.:pJ.~.g.L . If F 'I E t"I'd d"I'h'db'f CI'None claimedamiyxempIonIScQlmeatauIt,give name,re atlons Ip an aSls or Qlm:~. List any advancement or distribution on account that has been made,at;ld nature and amount of same: All the designated pecuniary legacies have been paid in full as shown in the account: Upper Buffalo Cemetery FUnd (the cemetery adjoining the present Upper Buffalo United Presbyterian Church (and transfer:·t8lcbaiJ:ren paid on this legacy,see account)$1,000.00 $1,000.00 $5,000.00 $5,000.00 :",:".I ''>.1..1 ..:..... C.A.R.E.,New York,N.Y. cUpper Buffalo United Presby~erian Church," ,.V:flr'age ··o('.BUff'alo,:rHopewelf::towri~p.ip ~~'1~' Washington County'~'Pennsylvania,b.eing the Upper Buffalo Church at Buffalo, Pennsylvania mentioned in 'the will (with which the Hunter family was associated) Children's Hospital,Pittsburgh,Pennsylvania Cancer Eesearch Foundation,being the Medical Research mentioned in the will Christian Children Fund,Richmond,Virginia $5,000.00 $5,oqo.oo $22,0000 00 COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .s.wor.n doth depose and say that the facts set forth in the foregoing petition are true .to.the best of hJ.~knowledge and belief. ._s.wo.r.n to and subscribed befor~ m~thiS.../..~~day of ~~y.19.~.$. Signature.Qf OHieer.U.~..I!.(..~... ,'." •CLAIR A.NEWTON,NOTARY PUBUCTitleofOfficer"PITiS'BUR'GM,.A"ttffi~N'Y.emI1<ffy•••••••••••••••••• t!YCOMMISSION EXPIRES FEB.21,1972Officeexpires:·. And your petitioner will ever pray,etc. •,."''!'"''!''!'~~~.. I-~ ~ .' .... No....5l.5.Q.f.:J.9.Q.~.,A.A. Estate of .Anna..D.a1ris..Hunt.e.r.. --Deceased--.- -Fiduciary....~.h~..JLl}!.<?;~..~~.t;.?:~.~~J...J?~D-]r ....~.~-.~~.~.~.~.~~~!?:!;~.~.~~~9.~. PETITION SUR AUDIT FROM 'WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,-1951,being rule No.9:paragraph b-c;and divisions -thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate C?fSlJ~~~.:ftP<J9P.~f;!1.ll;.:{fY.of.t~efundsford'st~iJli>,\1h'G(llq!i~srt81tl Judicial sale of real estate. 9.S~gn~d <?'l'd•.lle'~i~ed .,~Iecti~>ns if any distribution "11-(kihcl t L N:If'~;.:a 10.Copy of Federal Estate Tax return if es- tat.;5 5Ubj.ctlr.;r'11_~1 Thomas L.Anderson..............................__•••__•.•..__.__.1.....•__•._..•_.._ Attorney ~2 ~., ",i ,'!, t-o- rrI.\/ " .~ j''fI :ld J' •.,.....,'. ,\. /" / '--- ~. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA INRE :...., ESTATE OF ··..NO..515 OF 1968.. ANNA DAVIS HUNTER,:--,.... DECEASED ·· NOT I,C E To:The Honorable William C.Sennett Attorney General Commonwealth of Pennsylvania Harrisburg,Pennsylvania ATTENTION:Charles A.Woods,Jr. Deputy Attorney General Pursuant to the requirements of the Commonwealth of Pennsylvania take notice that: (aJ The First and Final Account of .The Union National Bank of Pittsburgh,Executor under the Will of Anna Davis Hunter,was filed in the Orphans'Court of Washington County,Pennsylvania on April 1, 1968 at No.515 of 1968 of said Court and will come before the said Court for audit on its audit list which commences the week of May 20, 1968.A copy of said accoUnt is herewith enclosed. (b)The names of the charities affected by the said proceedings are the following: Upper Buffalo Cemetery,Fund R.D.#3,Box 322 Washington,Pennsylvania 15301 Upper Buffalo Church R.D.#3,Box 322 Washington,Pennsylvania 15301 Children's Hospital of Pittsburgh 125 DeSoto Street Pittsburgh,Pennsylvania 15213 C.A.R.Eo. 660 First Avenue New York,New York 10016 Cancer Research Foundation 507 Liberty ,Avenue Pittsburgh,Pennsylvania 15222 Christian Children Fund Ricnmond,Virginia aMY 1 J 1968 I II (.oJ Anna Davis Hunter died on May 11,1967 having first made her Last Will and Testament dated June 4,1965 which was probated in the office of the Register of Wills in Washington County, Pennsylvania on May 24,1967 and Letters Testamentary were issued to The Union National Bank of Pittsburgh,the Executor therein named. Cd)A copy of the Last Will and Testament of Anna Davis Hunter is herewith enclosed. The name and address of the fiduciary is: The Union National Bank of Pittsburgh Post Office Box No.837 Pittsburgh,Pennsylvania 15230 Dated this -94:.day of ~,1968. The Union National Bank of Pittsburgh Executor under the Last Will and Testament of Anna Davis Hunter,Deceased {Jt~I .---1'/"--0 BY t4!fYi-~/7~SEAL) .Trust Off'J.cer --CJ Receipt of the foregoing Notice is hereby acknowledged and of the enclosures therein referred to this /3 day of %7 '1968. 3Jn tqe (@rpqaus'QInurt nf lIasqiugtnu <trnuuty ESTATE OF Anna Davis Hunter, deceased. No.2~?Of 19"!?,~"",,~ In the matter of the.....~~.~~.~..~.~~...~.~~~.~... The Union National Bank ofAccountof. ........~.;~.~~J?~rgh.J ~.~~.~.~:t!.~~.!. $202,548.26 $192,548.26 $208,548.26 $215,009.62 $..gJ~.,.f?§.t+.•26 $197,548.26 $207,548.26 $209,548.26 9886.99 3325.36 136.00 ~ - 2000.00 1000.00 1000.00 5000.00 5000.00 $000.00 New York,C.A.R.E.,~ow N.Y.legacy,credit to be take by the accountants for funds advanced prior to distribution by the Court, Upper Buffalo Cemetery Fund,legacy,credit to be taken by the accountants for funds advanced prior to distribution by the Court, Upper Buffalo United Presbyterian Church,Villa e of Buffalo,Hopewell Township,Washington Count , being the Upper Bur~alo Church,legacy,credit to be taken by the accountant for funds advance prior to distribution by the Court, Children's Hospital,Pittsburgh,Pennsylvania, legacy,credit to be taken by the accountant fo funds advanced prior to distribution by the Court,(for care of Crippled Children), Additional credit asked at audit Cancer Research,Fundation,legacy,credit to be taken by the accountants for funds advanced prior to distribution by the Court, Additional debit asked at audit Balance :_ . Deduct Clerk's Costs &Receipts . Attorney ~h.C?~.~~~A~.~~~~5?~. The Union National Bank of Pittsburgh,Executor reaward for Federal Tax contingencies.After the tax is fully settled and the accountants liability ceases,any balance,of this seaward rema.ining shall follow the decree of distribut- ion herein made as it relates to the distribu- tion of the residue and no further Dormal acco t ing of these funds to the Court shall be necess ary, Balance per account _. ADJUDICATION AND DECREE And ~ow ~~.~/0 ,19.~~,this matter came on for hearing, audit and distribution at this session and testimo~"taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $-211~6.84..2.6.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 wi1th 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. 0-n 0 ~ rn n ::l Z III n ....0 ....!J t=I' 0 C :J ....:::s (l) """*.(l) = ....3 0 0 t=I' -n 0-n .... ........ t +-1 (l) ~ "'" .-+ 0 0 .... -n .. b ....-n :J ::: (l) ~:::t=I' :-0 ~tl:) +-1~ , tl:) ~ tl:) ~ (.r ..:-... ..:.- ""•..:~a , ! Christian Children Fund,RichmDnd,Virginia,legacy,credit to be taken by the accountant forfundsadvancedpriortodistributionbythe Court,5000.00 $187,548.26 Children's Hospital,Pittsburgh,Pennsylvania, residue,-l87548.2E No balance , -. Z !=>....:reD 3o;:... o-n:r-eD onnoc :J....o-n .. l'_ Form OC 91 3Jn t1Jt i1talttr of t~t £statt of Anna Davis Hunter, DlIlOlllASED lin tl]t (@rpqans'C!tnurt nf ~Qtnunty,Jtnnsyluania WASHINGTON No._....::..5...:....::15'---_of 19 68 )Dollars Jennro All !ltn my m4tst 'Jrtstntl1.that ~,CHILDREN'S HOSPITAL,PITTSBURGH, PENNSYLVANIA do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH ______--=EXE=C~U:.=T~OR~the sum of (EXECUTOR-ADlIUNISTRATOR-TRUSTEE-UUARDIAN) Cash -One Hundred and Eighty-Seven Thou-($187,548.26 sand Five Hundred and Forty-Eight Dollars and .26/100and ..------_ in full of the amount awarded me under the decree of the Orphans'Court of ~~Washington County,Pennsylvania,entered at the above number. -.;,:, And I do further authorize and direct the Clerk of the Orphans'Court to·en- . ., ter a receipt on the Audit Docket in my name,place and stead. Ilttntsl1 my hand a~'d sea j ~".~;:tl ~ JUL1 196B I NO.--.21.2 of 19 68 AUDIT VOL.PAGE __ Ilereipt ESTATE OF Anna Davis Hunter. ;:;,r.r:vr.;,c::'-V) (/)0)-~..,1il~;;Oi- a.."....-'1;; ~:::or==;;:'-0C/) 1_. (~.:1 ~,.,J (..",.. (='--:r= i-~~ [>j ~'"'= ,-,,- ~» Vi -..J DlllOElASED --.j {--r- r--'r ;o .'",.~r Filed / Fee [~ Attorney---c:------------ Address _ ·' Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WA$H.JN.GrQN . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of .the Inheritance_.~n~Estate Tax Act of 1961.) :~.:,:.;........~::~~:::::::J'" ...............':r.~.E?~:r:t.~.C?.!1.~I:l:!'.~<:>:r:tI:l:~.,.~.~?.f ~.~!'.~~?u.::t:'~!.1...,..,'......,.,..,.,'.,.,.,, ,.. of tile estate of the above-named decedent being duly sworn,'depose S and sayS Executor Decedent.died..........................~y.. (Month) 11 ,19..§7 "r testate leaving a last will,copy of which is hereto attached.} (Day)(Y~ar)L~ Na~e and,address of attQrney or}..ThQ~sL.AndersQn,...Esq.1QZ6..W.ash.ingtonTrust,Tower other authorized representative to . whom all correspondence should be 30 East Beau Street,W~Elll:i.ngtQp.,I'eIlIl,Elylya,:nJ~ malled. ExecutorThatassuch"deponent is familiar with the affairs of said estate and the property con- (Executnf'Admini.trator) st{tuting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX The Union National Bank'of Pittsburgh Rox'!Jq06 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Anna Davis Hunter RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,wi th the exception of the following,f'or the reasons hereinafter set forth: That SC,hedule A atta~hed hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon,each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,FJUe of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market vll,lue thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit i~banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,d~wn to the last interest day prior to decedent'~death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other:evidence of in- debtedness of the Uni ted States to the decedent;all obligations,whether by statute or agr~eement they are designated as tax free,of the Uni ted States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,hOUSehold fUrniture,horses,carriages,automobiles,boats,and any and all ()thpr pprsonal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated "li~rk('l va.llle thereof;all bonds and mortg8e:es held by decedent and of all claims due and owing decedent a t the time of death,and'all promissory notes or other instruments in writing for the payment of money n f wId ch clAcedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face \'ltllle :mn estimated fair market vll,lue thereof,and if such estimated fair market value be less than the r'l'!'"\".lUA,it sets for,th briefly the rAasons for such depreciation 'as to each item;all moneys payable 1.0 the "state from life insurance polici'es carried by decedent;all annuity and endowment contracts the rroceAds of which were payable upon the death of the decedent;and all the corporate stocks and dividends dlle tltp.reon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- rjpnl's death and other investment securities owned by the decedent at the time of death,with the market \H.hlf'thereof at such time. .•'..\.. THE UNION NATION L BANK/OF PITTSBURGH:::~~~;t;~?J7_:~--.~~~~~er (Street Number) p.~~~.~?~~~.'.~.~~.s..~~~.~~.a.:~??.:3..9.. (City or Town a.nd State) In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabili ties thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,fh'tanc:i../il statements sho~ing the lJ.·ssets and liabilities o'f said cQ-paI'tnership or business. A copy of the co-partne·rship.agreement,(if oral,a statement setting forth the nature of'the agreement) together with a stateme'nt setting forth 'the character of the business,its location and slich other facts ..'pertaining to the ,busi'nes's as may be pertinent to a fair and just.appraisal 'Of the decedent's'interest therein must be submitted.It should also set forth in itemized form,together with the fair market val~e thereof,any.other.property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof ~ets forth a true answer to each inquiry contained the'reinand ih the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment·at or after death,said 'schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee·and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to· take effect in possession or enjoYment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which pa:;;ses at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also Contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their ~eath,their issue,andthe relationship of'such issue to the beneficiary. That Schedule E attached heretoahd made a part hereof sets forth all property,real and per- sonal,,owned by the decedent jointly with'another or others,including intangible,standing in the name of the decedent and ~thers;plus the date and place of ~ecord of instrt~ents effecting the vestiture of real estate and the date of acquisition of personalty,plUS the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and ded~ctiops claimed for and on behalf of this decedent's estate,including funeral expenses paid; fapiily exemptio~;wh~re'~pplicable;,costs ~f arlmlnistrl).tion of this estate;counsel fee's a~d fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravema~kers,and reli- gious services,in consequence of the death of the decedent;debts and'claims owing and I~paid at time of death;taxes accru~d charge.able for period prior to decedent's death (except.those allowed under Se'ction 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is ag~eed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance thereWith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . ................"..dt$~~day of (!)~h 19 k..7 00-'£~...........................................................~. .Not Public lElAND T.DAY,NOTARY PUBI.IC PITTSBURGH,ALLEGHENY COUilTY MY CQMMiSSIO;IEXPtRESFEBRlJARY 1,m~ NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. :..-~-....... RCC.-35 '1'/ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outSide'of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEr VALUE (Do not write in this space) See copy of Inventory attached 220,401.45 Insert this total opposite "Personal Property",Schedule "B"in X X 220,401.45 the "As Reported"column on the last page of this return. ..jp •• INVENTORY of all real and personal estate of ANNA DAVIS HUNTER,Deceased,late of Washington County, Pennsylvan:i,.a. PERSONAL ESTATE SCHEDULE Cash found in purse Cash found among personal effects at Washington Hospital The Union National Bank of P:i,.ttsburgh Checking account Mellon National Bank &Trust Company (Washington Office) Savings account #6267 The Union National Bank of Pittsburgh,Main Office Savings account #000 152 11 H Mellon National Bank &Trust Company (Washington Office) Checking account First Federal Savings &Loan Association of Washington Savings account #7386 Stocks 92 shares Consolidated Natural Gas Company Capital @ 28 11/16 Dividend of record 4/17/67 387 shares The Columbia Gas Systems,Inc. Common @ 27 1/2 Dividend of record 4/20/67 80 shares Continental Oil Company Capital @ 72 5/8 50 shares Duquesne Light Company 4.20%Preferred @ 40 1/2 10 shares George Washington Hotel Corporation Capital @ 12 570 shares Lone Star Gas Comp~ny Common @ 20 3/8 24 shares Mountain Fuel Supply Company Capital @ 30 13/16 III shares Northern Natural Gas Company Common @ 53 1.75}' 104.00 ~. 6,557.26~; ttJ~~3""~'-ie',ti12:0e ~I 16,896.88~ 9'393.73~ lO,220.88~, v10,642.50 139.32 ...,/ 5,810.00 .J t/2,025.00 120.00 ·V· 11,613.75 V' 739.50 L/' v/5,883.00 Stocks (continued) 1,146 shares Standard Oil Company of New Jersey Capital @ 65 lie Dividend of record 5/11/67 30 shares South Pittsburgh Water Company 4 1/2%,Preferred @ 75 270 shares United States Steel Corporation Common @ 45 13/16 Dividend of record 5/5/67 450 shares Union Oil Company of California $2.50 Cumulative Convertible Preferred @ 74 1/2 Dividend of record 4/10/67 Bonds $1,800 face value U.S.Savings Bonds Series "E" Various dates Miscellaneous Uousehold goods per list on file with executor* *(appraised by and sold to Hubert S.Post,Auctioneer) .REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA .' 74,633.25 916.80 2,250.00 12,369.38 162.00 33,525.00 281.25 2,803.06 25.00 $220,401.45 None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None $ $ 0.00 0.00 -~cq.:3'7.(12-63) n)'l\lt~;";\\'E,\ITlI OF j'E;";;";SYYL\NIA TR.'.\NSFEl\1:\IlEHlTA:\l'E TAX RESIDENT DEl'EDE;";T SCHEDULE "D" ."..,0 ,",.':)'" BENEFICIARIES RESIDENCE ============._-----_..._-cept below: -- RELATIONSHIP r - BENEFICIARIES AND ADDRESSES (If step-children or I SURVIVED !DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenIDECEDENTOFBENEFICIARYaveaninterest,vested.contingent or other-are involved,set STATE YES I~ESTATE wise,in estate)forth this fact.)OR NO BIllTH ·TnnA1"'Rnf'f'R1n r.AmAte1"V Fund None Bequest Buffalo,Pennsylvania " Unner Buffalo Church None Bequest Buffalo,Pennsylvania I c.A.R.E.None Bequest 660 First Avenue !few York.New York 10016 Cancer Research Foundation None Bequest 1)07 T,ihA1"t,V • Pit+.PennRvlvania 11)222 Christian Children Fund.Inc.None Bequest Richmond Vireinia 23204 - Children's Hospital None Bequest and Residue 125 De Sota Street Pittsburgh,Pennsylvania 15213 -- - I I -- ------_.~.-~-~-- -- - \ h Deponent further says that all the above-named beneficiaries are living at this time ex NAME DATE OF DEATH / OF THE ~IATTER OF THE APPRAISEMENT ESTATE or Annap~y:i,13jI1lIlter Deceased . ..~i .' (Executor·Administrator must complete "As Reported"column #1.) (').C-j ....,""d ~....,0 ....(b (b0'1-'•.Il)....e:.-tiltil:l:i 6l 0til:c+......::l ""d....,'I-'~e:.-..... Il)~til 0x-'"d '0Il):~(bC"'........ ~0 ~>t:l(bt'%1 :(0 ... til ,0...........'<'Il)'t-cl....(b :Ii:0to,(0:Ii:c+~ Year . DO THE !No. Will Administration Late of .Was.h.~I1Kt.()Il,-Pa. Countv of Washington~... Commonwealth of Pennsylvania REPORT AND APPRAISAL .~~:W -,0 W :~::r' :~a:~~ enc::~~>-~ en en >-<:n n?'"?'" cJ >:: -(fl-{fl-(n-{fl-{fl-{fl \P.- C' ~o t•~\Jl ,I\) :1\),0,. ~:0o,0 :1-'...:.o ;0 ~o :0 \.n >-til ~(b-"0>- 0 0 -.........-o (boc..-,~ "..-~ -cc....£I:d I L ... ~. Thomas L.Anderson,Esq. 1026 Washington m.or,ustITow.er{r I'!,30 East B~a,J.1 ~~r~~t I . . Washington,Pennsylvania -00 -00 ~-00 -00 -00.-. . . .~..~.>-.~'.~.:r. \\S \~U.~.!~II ".~... .~4'.~_...-:,:~.~S,'c..9 ~\ "'.,.. :'CC,:,,;q (6-64) COViiONWEALTH OF PI\NN~YLV'\NL\ T~lAN~FEn INHl~RITANCE TAX ~~SIDENT DECED~NT HUN'I'ER,ANNA DAVIS FILE #9418-114 May 11,1967 SUMMARY I.the undersigned #63 Washington FILE #9418-114 the real and personal opposite each item in rtEPOHT OF INHERITANCE TAX APPRAISER rluly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"1 "B","c"and "E". -~~V:::"""~-k-:L.!::.~:::Z~~t-A-P~P:::!R==A~ISE~05-11-67 11-28-67Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for __ County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed bJ'deponent,f;xcept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V-,-,A~L:::;U"",E=-;-,"A~S"-,"RE=AP",-P:::..RA,,-,,.~I=.;S"",E=D $----_.~$------$---~--- 220,40LAi..-22Q,kOlJ...5.. INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA.J:l VALUE OF ESTATE 220,401.4.5_ =====""':-- 220,401.& ======.-=======:= Valuation of life est~tes or annuities.. • . . • . .*__ ESTATE TAX ASSESS~mNTS $------ COMPUTATION OF TAX (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. FOR USE OF REGISTER ONLY Tax on $•__11%$_ T ax on $.__10%~_ Tax on $~<)rf!$ T ax on $:lfi%$_ Exemptions :=:,,) Total Estate __ TOTAL TAX $ _ Less tax previously paid $~==========\=== BALANCE $------Less 5%of tax if paid within 3 months after death $~==========I=== BALANCE OF INHERITANCE TAX DUE $-------- Add interest at rate of 6%from to $--------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $__ BALANCE DUE $_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_ PAID $ 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 t No.Year . P.-I THE ~IATTER OF THE APPRAISEMENT OF THE EST.-\.TE OF .ANNA.DAVIS...HUNTER... Deceased Late of ... County of WASHINGTo.N . WASHINGTON··. .... Commonwealth of Pennsylvania REPORT AND APPRAISAL /" •>. Form'RCC-2'· "" ~!"'ARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS IlARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ",..,,", DATE N.ov..ember..2S-,1-9.67 . COUNTY "W.~.~h.;!pg.t..9..~" ".. FILE NO..9.4..±.?::::.±J.A . Whereas..!.~-nna Da:v.is Hunt.er late of W.~.~h.;t.pgt.9..n .. in the County of )ra.~.b.ingt.Qn Commonwealth of Pennsylvania.having died on the ll...tb.day of Ma.y.19 67.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I....................................W.•R.......C.haney............................................................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 AppraisementDescriptionofAssetValuesMadeforInherltance Tax Purpoles $ REALTY: NONE NONE IE RSONALTY : As per Schedule 'Wt 220.401 45 .- TRANSFERS: NONE NONE .. JT.HELD: NONE NONE , Total 220,401 45 " '. ...,...-- .... form~~V::~h~~~:~~w~a~~law.~a~o~er~~bo~~a~pr~ise~e~tea~z ~~......·····~.,~;;;;;;;;ds;;;;.;....................'.: " ...."7~",o;;;;i ............................Penna. .(,$/~~. .......~WJ\SHJJ\G.TOW.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .A1l1NA DAYIS.£HlJMrER · Deceased. Late of .........................WAS.HINGTON . Date of Death,May ll.,19.67.. Appraisemel!t Docket Vol.,.3..7 . Page,J.6.~.6.No 94.l$~J"J,4.. Filed in Register's OfJice,..NQY.•.....4.e.,J9..67... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. W t b t A P .(,·'-"t·'·f~;':-11roe a o.u p ra.tse,men ','.:,:.:\.'.i.'1.":1.\.~. O·\-I'I .•_"'",.....-JlJ....:.,.;.:IDSSmJ Appeal f,.om Ap~rtise&ent::J !..J..N!:Y:L1"'·,,·:':·r·····-~••••1 {,:...I•.}t. Entered ami charged,(l··:J··~~l..L..",J . ,_.,l fl ••..1 .J_, 'M1 -~" "( .. ;:-_.;,,~ '-.-~~,:J~~~ ~ f ~ Form RC C.If. / DEDUCTIONS ALLOWED IN OFFIC~UF T"''''J REGISTER OF WILLS OF _...;.;W~A.::.SH:.:.IN~G_T_O_N COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS t?M 14 I{r 'V{) THE SUM OF $..0."::::(/... DATE APPROVED •..•.••...?~I]~Y -~-----_..._. Realater of Willi.Aa..t ESTATE OF Anna Davis Hunter,Decease~ATEof ~W~a~sh~l~On~~~t~o~n~,~P~e~nn~sy~l~v~an~i~a~___ }S.: Off0 Th U 0 N to 1 Bankl..0f Pittsburghlcer,e nlon.a lonaHEREBY CERTII"Y.THAT.TO THE BUT OF COUNTY OF ALLEGHENY I.John Re Echement,Trust DATE OF FILING APPRAISEMENT 11/28/67 DATI 01"DEATH May 11,1967 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUr-H." See attached Schedule ?O ryO/.?O -.0- I I I..__.._-' I I I I, , COMMONWEALTH OF PENNSYLVANIA Officer ----i~;z£~--=~_::....:..-===::::.._------.(L.S.) DAY Of' LELAND T.DAY,NOTARY PUBLIC PITTSBURGH,ALL[G~n!\COUNTY MY COMMISSIO!j EXPIRES ::,c .~Y I,1971 SWO.'~'S,""'0.'••TN'S /7 TL /~\:7.&:ril- ....Y KNOWLEDGE AND BELIEF.THE FOREGOING 18 A JUST AND TRU E .rAThENT 01'DEBTS.FUNERAL EXPENSES AND EXPENsa OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna Davis Hunter DlellA.aD.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. 00 :n 1111 C1 t!cN rSSI" , ,. j 1 9 6 7 June 16. Aug.4 Aug.21 Nov.8 Nov.9 1 9 6 8 Mar.21 Sept.26 19 6 7 July 14 ,f r .. Estate of Anna Davis Hunter,Deceased Statement of Debts and Deductions Administrative Expenses Register of Wills of Washington County,Pennsylvania Cost of probating Will,twelve Short Certificates and trip to Pittsburgh to probate the Will . Register of Wills of WaShington County,Pennsylvania Cost of five Short Certificates Comptroller of Public Accounts,Austin,Texas Tax Waiver on 570 shares Lone Star Gas Company Common Stock Register of Wills of Washington County,Pennsylvania Cost of five Short Certificates Thomas L.Anderson,Esq. Reimbursement for cost of filing Inventory and balance due on Grant of Letters Testamentary Thomas L.Anderson,Esq. Attorney's Fee The Union National Bank of Pittsburgh Accountant's compensation Expenses in re sale of Securities Preferred Debts Ralph E.Piatt Funeral Home Funeral Expenses D.McCarrell Dunbar,M.D. Professional Service Richard K.Harkcom,M.D. Professional Service The Washington Hospital Hospital Services Other Debts Russell Marino,Washington County Treasurer 1967 County Personal Property Tax $41.50 5.00 1.00 5.00 24.00 7,900.00 9,820.00 220.29 1,626.29 156.00 380.00 147.23 377.89 $20,704.20 ~., ..1 I ,t 511:.'.\.Fj lnl.Sm:w.ONI<fvlJ'I1.;fSSMJ 00 :n IN 0 L ~dV :::~r ,'.., • < • .! '- ('~C , \ " Estate of Anna Davis Hunter,Deceased Computation of Pennsylvania Transfer Inheritance Tax Gross Estate Per Appraisement Filed 11/28/67 Additional Assets Per Account Total Gross Estate $220,401.45 10.50 $220,411.95 Less:Debts and Deductions Per Affidavit Charitable Bequests Residue Payable to Charity Net Taxable Estate $20,704.20 21,000.00 177,707.75 219,411.95 $1,000.00 Pennsylvania Transfer Inheritance Tax $1,000.00 @ 15%.••.••.•...•.••••...•••.•.••$150.00 Less payment account 7/19/67••••..•...•••.•150.00 Balance Due $0.00 (, 1 ("I .~f I ",f."I....i ri'~~~