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Home My WebLink AboutOC1968-0524 - ESTATE OF WHITEr .. / Form for Guardian or Trustee Jetition ~ur 1\u~it lin wqr (@rpqunfi·<lTaurt of lIuaqingtan QIaunty ) Estate of...M.a..r.g.a.x:.e.t..J White.,....D.ec.e.a.s;ed For ~.~.~~.~~'!:g,~!~.. N~~life tenant Filed at No 524 of 196.B.. Fiduciary M~gQ;g.Ng..t.~.Q.p.g.l..;e.a..nk..and T.:t:US.t . .~.?~.p.~E:y..~~~.~.~.~.~..~.~!....IE.~~~.~~............................'" Place of record .. of appointment..:w~§.h~;g.gtQ.P.,+. #56 November Term,1947,Original Trust Date oft:r:ust.#140 Special February Term,1949,Appointment of Successor TrusteeorguardIanshIp.. If there have been former accounts filed in this estate,list: #140 Special February :Term,1949,First ancfFinal Account of The Citizens National Bank .,Death of Life Tenant,Alvan J.White ..Reason for filIng thIS account . All persons having any interest,vested or contingent (including claimants),in the fund now before the .Court, with the nature of their interests are:)~.y~.-~argaret Sylvia Johnsto.n,now Mrs.Roy Arbaug~';~.;.-.~/)~_ I .Frances Elizabeth Johnston,now Mrs •.Clyde Ceci ~ lice.Melissa Johnston,now Mrs.Charles McKee ~.•-..J..j a A John Scott Johnston,'~~~.:,~tt • Russell Silk Joh~~ton.~''IJIJ 't.J J.~JJi.L,/"~n~e~.JOhn~stonnowMrs.Robert Linda~."~~~~ ~.~~~-~r~~:_.", All of said parties have received no tce-a~q~red by the Court Rules except as follows:~, Yes -May 2,1968 l _\ The fund now before the Court is subject to the following taxes:'Pe'nnsylvania Inheritance tax on remainder interest and principal used for benefit of life tenant Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: The Will of Margaret J.Will,Paragraph IV (c),the Trustee is directed to pay the funeral expenses of life tenant,Alvan J.White,and to erect a suitable marker at his grave. As shown by the account,the Trustee has paid to Lee Funeral Home.the funeral ex- penses of $700.00 and Veterans Administrationand Social Security Administration paid the balance of $310.00. The said Alvan J.White was a veteran of World War I and application has been made by his Administrator to Veterans Administration for erection of a grave marker. Attached hereto is a letter from the Administrator of the Estate of AlvanJ.White assuming the obligation of providing a grave marker if the same is not paid by the Veterans Admirristration~ \ " .,- " Balance for distribution per account,Principal $?~..~~.~.~..~?........................... Income $11.1.~..1-:.~. Additional debits not shown in account: (Indicate whether income or principal) ~"'.""'1.'See Exhibit 'IA"attached=:'"'\ " Total additional debits $11.00.............................................. Additional credits not·shown in account: (Indicat<;,whether incorn,e or principal)T ') See Exhibit "A'II attached \ 1 ., o Total additional credits T $~.~.~.02.................................... Balance for distribution Principal $Q"..?.~.9..;Jq :~:.. Income $J.:??..,..:!.§.. Total $§.t}9..?.~}..L ;.. If the balanc~for distribution is not in cash,list items held in kind with carrying value designated,and if this is I .a distribution account,file elections to take in kind for all items so listed: I I ....'.-~"... '. ~"'i ~:'I'o .....G...·.•;.·...r't ....t{ fJ.: Co '~,;) ,1 OJ 1 ,/<;,"--!l/,/'I 'It!}' ". , "," ,/I,IIV,"...':\¥'.',"I r •.p~.,("<::'..>,i1j "":.!._J~l ' .t ~l' ,,,'1.-c,L :t",,"",,,i")""., ",."-'~-""-_."'~~-~..'~"'--'-"",.... ~~ --~--~.~--_..~-. ~ ESTATE OF MARGARET J.WHITE,DECEASED, SUCCESSOR TRUSTEE UNDER WILL FOR ALVAN J.WHITE Receipts and Disbursements since filing First and Final Account through May 3,1968 PRINCIPAL -PERSONALTY Less: #200-890 $6,346.85 Proceeds sale of 78 units Collective Trust Fund C sold at $7,513729815 $586.07 Carrying value 668.09 Register of Wills,Washington County,Pa.: Cost of filing First and Final Account $82.02 28.00 110.02 $6,236.83 INCOME-PERSONALTY Add: R.A.Paynter,Inc.:Refund of unearned premium on liability insurance Balance ConsiS1s of the Following: PRINCIPAL -PERSONALTY Cash on hand INC OME -PERSONALTY Cash on Hand EXHIBIT "A" $144.48 11.00 $6,236.83 155.48 $6,392.31 155.48 $6,392.31 Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro- portions unless specific amounts or items are designated by instrument under which estate is being distributed: Accountant respectfully requests your Honorable Court to award the entire balance, Principal and Income to: Margaret Sylvia Johnston,now Mrs.Roy Arbaugh Frances Elizabeth Johnston,now Mrs.Clyde Cecil Alice Melissa Johnston,now Mrs.Charles McKee John Scott Johnston Rus sell Silk Johnston Anne D.Johnston,now Mrs.Robert Lindahl in equal shares subject to Penv-sylvania inheritance tax due as determined by tax authorities. ,. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~SS The above named Fiduciary or representative thereof, being duly ~.~9..:':.;g doth depose and say that the facts set forth in the foregoing petition are true to the best of...i1:.IL knowledge and belief. ......Sw.Qx:n to and subscribed before me This .l..i/:-d.daY of .M~.y.196~. Signature of Office~$.z ..i.4.=C ~.. Title of Officer N~.!~.!..¥...~~E.!~~. And your petitioner will ever praY,l,.,etc.Mellon National Bank and Trust Company, Suceessor Trustee ...~x:.._.~IJJt1L-__ . Trust Officer ... Office expires Qf..tQp..~.!H:.,!.?.!..g .. SARA M.VAN KIRK,Notary PUb~~ Washington,Washington c~unty.• My Commission Expires October 14.1970 .\ " i-"/LED\: '-i v 'rtitinu ~ur iUtllit IN TI-IE ORP~ANS'COL!RT: OF WASI-IINGTON COUNTY 1::.::;l;~:_.;':',.~Pt1 3 :00 FORM USED FOR GUARDIAN-INCOMPETENTS "":"OR TRUSTEES RU,']8ff.!.t-i/'.F?I::OREGiSTf.;?or t\'ILLs .! .J No ?.?..4 of 196.JL . • J '. fl· -ESTATE OF M~.:r.g~x.~.t.J.,W.P.J.t.~.a . Deceased FOR:..A.!.Y..~.~J.~~~.~!.~..!. 1 ~~ ........."'" ',#~ ••...........................~. ,j ;~., ~~life tenant ...- Melf3n,National Bank and ~rust................~::··t····························:······················. • I, ,.--~: I ,'~ Cornpa';y,Succes'so:r;Tru.stee •••••••u ••••••••••••••••~•••••••••••••_••"j.............••••i f•••.~....•.••..•••••••:••••••••••••••• . r ;-j .,J (=.J Counsel 'fer-the accountant shall submit herewith the following,if pertinent: o 1.Will or trust instrument-attested. 2.Inventory..- S.Signed elections of items to-be taken in kind- if distribution account. 4.Stipulat~on or certificate by minor approving account. 5.Praecipe for those represented. 6.Brief-for any question of law raised. le-I .-(.f .............~.~.~~.~.~.~.~A!.~.~.~..~?.~~.~.q~.~.!..~, Counsel for accountant. ~.2 "" ,,-'",,- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA NO.524 of 1968 ESTATE OF MARGARET J.WHITE,DECEASED TRUST FOR ALVAN J.WHITE FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY SUCCESSOR TRUST~UNDER WILL~-",~ April 22,1968 SUM MAR Y SCHEDULE "A" PRINCIPAL-PERSONALTY J Receipts Page 4 Principal-Realty $3,230.20 7,450.00 $10,680 20 Disbursements Page 6 Balance 4,333 35 $6,346 85 SCHEDULE "B" INCOME-PERSONALTY Receipts Income-Realty , Page 7 $1,939.95 5,214.14 $7,154 09 Disbursements Receipts Page 8 SCHEDULE "C" PRINCIPAL-REALTY :I,'age 9 Balance 7.009 61 $7,450 00 144 48 i I Disbursements Page 10 Amount transferred to Principa1- Personalty for distribution Balance 7.450 00 000 00 Receipts SCHEDULE "D" INCOME-REALTY Page 11 $10,975 00 LJJ:aat/mpk Disbursements Page 15 Amount transferred to Income- Personalty for Distribution $5,760.86 5,214.14 Balance NET BALANCE 10.975 00 000 00 $6,491 33 The above balance consists of the following: PRINCIPAL-PERSONALTY 78 units Mellon National Bank and Trust Company,Collective Trust Fund "c" Cash INCOME-PERSONALTY Cash - 2 - $668 09 5.678 76 $6,346 85 144 48 $6,491 33 ..'.. SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 1949 Nov.3 The Citizens National Bank of Washington,Pa., Trustee Under Will of Margaret J.White, Deceased,for Alvan J.White: Cash and securities awarded per Decree dated July 25,1949 at No.140 Special February Term of 1949 of Orphans'Court of Washington County, Pa.,as follow·s: 10 shares West Penn Electric Company, 7%Cumulative Preferred Stock $1,172.50 $1,000.Pittsburgh,Cincinnati, Chicago and St.Louis Railroad Company,5%Mortgage Bonds due 4/1/75 1,230.00 $800.United States of America Savings Bonds,Series "G" 2.50%Registered,due 4/1/60 800.00 Cash 7.22 $3,209 72 1960 Conversion of Assets Without Gain or Loss Apr.1 Proceeds of $800.United States of America Savings Bonds,Series "G", 2.50%Registered,matured at 100.$800.00 Carrying value 800.00 $000 00 1968 Apr.1 Proceeds withdrawal of $7,000.on Deposit at Interest in Mellon Bank $7,000.00 Carrying value 7.000.00 000 00 000 00 1964 Gain on Sale of Assets Apr.24 Proceeds sale of 12 units Mellon National Bank and Trust Company,Collective Trust Fund "c" at 9.076296854 $108.92 Carrying value 103.94 $4 98 1965 June 25 Proceeds sale of 28 units Mellon National Bank and Trust Company,Collective Trust Fund "C" at 9.214846953 $258.02 Carrying value 242.52 15 50 20 48 1950 Purchase of Assets and Temporary Investments Jan.17 111 units Mellon National Bank and Trust Company, Collective Trust Fund "c"at 10.22441024 $1 134 91 FORWARD $1,134 91 $3,230 20 I I - 3 - -- BROUGlIT FORWARD $1,134 91 $3,230 20 1951 Jan.16 13 units Mellon National Bank and Trust Company, Collective Trust Fund "c"at 10.17794735 132 31 1960 May 25 95 units Mellon National Bank and Trust Company, ;Collective Trust Fund "c"at 8.36728918 794 89 1967 Jan.18 38 units Mellon National Bank and Trust Company, Collective Trust Fund "c"at 8.463886013 321 63 1968 Mar.21 $7,000.Deposited at Interest in Mellon Bank 7 000 00 $9,383 74 Cash expended re purchase of assets and temporary investments 9 383 74 000 00 $3,230 20 Amount transferred from Principal-Realty 7 450 00 $10,680 20 - 4 - .--_---------------------;------------------------- , SCHEDULE "A" PRINCIPAL-PERSONALTY 1968 Mar.14 1967 Aug.18 1949 Nov.8 Disbursements Administrative Expenses Clerk of Orphans'Court,Washington County,Pa.: Two certificate~of appointment Real Estate Taxes for 1967 for property at 336 South Main Street,Burgettstown,Pa.,as follows:County of Washington,Pa.$26.13 Borough of Burgettstown,Pa.48.15 School District,Borough of Burgettstown,Pa.86.66 Seller's pro-rata share of County,Borough and School Real Estate Taxes for 1968,Two and One- half months of $160.94,resale of property $1 00 160 94 33 55 Apr.2 Schmidt,Allison and Townsend: Attorneys'Fee . Re sale of Real Estate Re Termination $75.00 175.00 250 00 2 Mellon National Bank and Trust Company: Accountant's Compensation as Trustee 534 01 $979 50 1949 Nov.15 1955 Mar.25 1954 Mar.19 units Mellon National Bank Collective Trust Fund "C" $601.24 622.81 341 70 I 57 5 42 58 99 10 00 $5 00 21 240 72 $989.28 1,230.00 Net proceeds sale of $1,000.Pittsburgh, Cincinnati,Chicago and St.Louis Railroad Company,5%Mortgage Bonds,due 4/1/75 at 99.25 Carrying value Proceeds sale of 66 and Trust Company, at 9.109750248 Carrying value Proceeds sale of 14 units Mellon National Bank and Trust Company,Collective Trust Fund "C" at 9.83704154 $137.72 Carrying value 143.14 Proceeds sale of 30 units Mellon National Bank and Trust Company,Collective Trust Fund "e" at 9.8910696 $296.73 Carrying value 306.73 Proceeds sale of 29 units Mellon National Bank and Trust Company,Collective Trust Fund "e" at 8.19036743 $237.52 Carrying value 296.51 Loss on Sale or Redemption of Assets Net proceeds of 10 shares West Penn Electric Company,7%C~ulative Preferred Stock,called for redemption at 116.75 $1,167.50 Carrying value 1,172.50 7 17 23 1959 Oct. 1963 Aug. 1965 Nov. FORWARD $1,321 20 - 5 - 1955 Feb.21 1961. July 25 1954 Mar. 1959 Oct. 1963 Aug. 15 9 13 BROUGHT FORWARD Payments for the Benefit of Alvan J,White,Life Tenant at Discretion of Trustee,Under Paragraph IV (B)of Will C.W.Phillips and Sons: Portion of cost of furnace and installation Buhl Optical Company: Hearing Aid ; Andrew C.Ralston: Installation of water lines CoIl Furniture and Appliance: Mattress and box springs John Nicolella: Exterior painting of residence $280 00 134 50 150 00 91 52 450 00 $1,321 20 13 1964 Apr.30 1965 June 25 Andrew C.Ralston: Furnace repairs,plumbing repairs and inBtall~tion of water closet Andrew C.Ralston: Replacement of hot water heater Kitty's Service Center: Television Set 150 00 104 18 251 95 Nov.19 Robert J.Walters: Cost of gas furnace and installation 700 00 2,312 15 1968 Apr.17 Payment Under Direction of Paragraph IV (C) of Will Lee Funeral Home: Balance due,payment in full of Funeral Expenses of Alvan J.White,Deceased - 6 - 700 00 $4 ,33~35 ~ 1949 Nov. ,SCHEDULE "B" INCOME-PERSONALTY Receipts 3.The Citizens National Bank of Washington,Pa., frustee Under Will of Margaret J.White, Deceased,for Alvan J.White: Cash awarded per Decree dated July 25,1949 at No.140 Special February Term of 1949 of Orphans'Court of Washington County,Pa. Dividend West Penn Electric Company,Cumulative Preferred 10 shares paid 8/22/49 Interest-Bonds Pittsburgh,Cincinnati,Chicago and St.Louis Railroad Company,5% $1,000.4/1/49 to 11/17/65 United States of America Savings,Series "G", 2.50%Registered,due 4/1/60 $800.4/1/49 to 4/1/60 Income-Collective Trust Fund Mellon National Bank and Trust Company, Co llective Trust Fund "c" Income collected during the period 4/1/50 to 4/18/68 inclusive Interest-Mellon Bank Interest collected during the period 3/21/68 to 4/1/68 on amount Deposited at Interest in Mellon Bank $831 39 220 00 $295 78 17 50 1,051 39 I I I 561 44 I 8 42 1962 Sept.25 Misce llaneous County of Washington,Pa.: Refund of Persena1 Property Tax for the years 1949 through 1962 Amount transferred from Income-Realty - 7 - 5 42 $1,939 95 5 214 14 $7,154 09 1960 May 25 1968 Apr.1 22 SCHEDULE "B" INCOME-PERSONALTY Disbursements Administrative Expenses Accrued interest paid on the purchase of Collective Trust Fund units during the period 1/17/50 to 5/25/60 County of Washington,Pa.: Personal Property Tax during the period 1951 through 1968 Mellon National Bank and Trust Company: Accountant's Compensation as Trustee during the period 11/15/49 through 4/18/68 Payments for the Benefit of Alvan J.White, Life Tenant $7 41 2 39 96 73 $106 53 1960 May 10 1961 Oct.5 1962 July 31 1964 July 24 1966 June 15 15 July 19 1966 May 16 1968 Apr.11 McCoy Furniture Company:Rug County of Washington,Pa.: Occupation Tax for 1959 and 1961 I.A.Toth:Cleaning rug G.F.Tibbens:Services American Legion Burgettstown Post No.698: Notary fees and photostatic copy of discharge papers Angelo J.Spanogians,M.D.: Professional services,5/5/65 and 6/15/66 Tax Collector,Burgettstown,Pa.: Per Capita Tax for years .1962-through 1966 Distributions Alvan J.White,Life Tenant: Net income payments during the period 11/7/49 through 5/16/66 S.Scott Johnston,Administrator Estate of Alvan J.White,Deceased:Net Income on hand and accrued to 7/10/67 - 8 - $82 26 2 35 6 48 5 00 4 50 38 00 63 70 $6,190 33 510 46 202 29 6.700 79 $7,OOq 61 SCHEDULE "c" PRINCIPAL-REALTY Receipts The Citizens National Bank of Washington,Pa., Trustee Under Will of Margaret J.White, Deceased,for Alvan J.White: The following real estate awarded per Decree dated July 25,1949 at No~140 Special February Term of 1949 of Orphans'Court of Washington County,Pa.: 336 S.Main Street, Burgettstown,Pa.$2,200 00 Increase value of property situate 336 S.Main Street, Burgettstown,Pa. re:Exterior painting and modernization of residence 8/13/63 $600.00 Installation of gas furnace 11/19/65 700.00 $1,300.00 Decrease value of property situate 336 S.Main Street, Burgettstown,Pa. re:Salvage from razing barn 7/27/50 100.00 1 200 00 $3,400 00 4.050 00 100.00 $7,500.00 $7,450.00 3.400.00 75 •00 ...,..--::1:.::;5.:::.,0.:.;.O;:.;::O~ $7,350.00 $75.00 Cash received for salvage from razing barn on 7/27/50 Carrying value Gain on Sale of Real-Estate Net proceeds sale 3/14/68,property situate 336 S.Main Street,Burgettstown,Pa.,to Betty and Henry Smutny, for a total consideration of Less: Pennsylvania Realty Transfer Tax Burgettstown Realty Transfer Tax $7,450 00 - 9 - .------------------------------------------------- SCHEDULE "c" PRINCIPAL-REALTY Disbursements Amount transferred to Principal-Personalty for distribution -10 - $7,450 00 SCHEDULE "D" INCOME-REALTY Receipts Property at 336 S.Main Street,Burgettstown,Pa. Rent collected during the period June 1949 through October 1967 inclusive -11 - '--------------------------------------------- $10,975 00 SCHEDULE "D" INC OME-REALTY Disbursements I. 1968 Apr. Administrative Expenses 2 Mellon National Bank and Trust Company: Accountant's Compensation during the period 11/10/50 through 3/31/68 inclusive Expenses of Property at 336 S.Main Street, Burgettstown.Pa. $713 38 1950 Oct.13 E.C.Caldwell:Painting and exterior repairs 1951 June 1 E.C.Carmichael:Tenant allowance for repairs Aug.1 L.E.Stewart:Wall papering 1952 Jan.3 George Allison:Labor on sink top 3 Harry M.Richey:Labor on posts 3 Parker's Wallpaper Store:Supplies $315 00 10 50 21 70 4 00 4 00 41 75 , Mar.3 Alvan White:Reimbursement for repairs to screen doors and posts 74 60 1954 Oct.1 Ben Lewis:Sidewalk repairs Dec.10 MCCoy Furniture Company: Linoleum 6/15/51,electrical repairs 12/10/54 87 17 65 74 1956 Jan.6 1957 July 19 Kitty's Service Center:Wallpaper I Lyle A.Smith:Wiring,and electrical repairs 16 15 209 25 Mueller Enterprises:Porch repairs Charles R.Camp:Labor replacing storm door and repairs to porch . Linn Brothers:Supplies 1/3/52;Storm door and lumber 2/6/58,Lumber and materials 7/7/60 Aug.27 1958 Sept.16 1960 July 7 1961 Jan.18 J.E.Stiffler:Payments,as follows: 11/7/49 Furnace repairs 6/15/51 Plumbing repairs 10/23/51 Plumbing repairs 1/24/52 Pl~mbing repairs 2/19/53 Furnishing and installing front porch roof 4/20/53 Furnishing and installing hot water tank 1/16/56 Plumbing repairs 6/27/58 Plumbing repairs 7/23/58 Furnace cleaning 1/18/61 Plumbing repairs FORWARD -12 - $20.09 56.60 13.19 34.55 120.94 61.96 30.10 6.00 5.50 3.00 48 00 19 95 120 97 351 93 $1,390 71 $713 38 - ------------------------------------------------------------------. "",. BROUGHT FORWARD $1,390 71 $713 38 1961 June 26 C.W.Phillips and Sons: Payments;as follows: 2/4/54 Furnace repairs $26.06 3/15/54 Portion of furnishing and installing furnace 200.00 6/26/61 Roof repairs 123.02 349 08 1962 Jan.3 Richard "Lint: Tree trimming 40 00 Aug.14 H.'Lester Lee: Wall papering 21 86 Dec.10 Tennyson and Zorn: Roof repairs 5 00 1963 May 27 Grover C.Fulton: Payments,as follows: 6/22/60 Carpentry repairs $63.00 9/20/61 Plumbing repairs 6.00 5/27/63 Repairs to door 11.51 80 51 Aug.28 John Nico1e11a: Roof,porch and chimney repairs"167 00 1964 Nov.4 Raymond Hodge,Jr.: Electrical repairs 17 00 1966 June 17 Nannie Carmichael,tenant: Reimbursement for installation of electrical fixture 18 95 Sept.2 Real Estate Taxes for years 1949 through 1966 inclusive,as follows: County of Washington,Pa.$412.79 Borough of Burgettstown,Pa.707.15 School District Borough of Burgettstown,Pa.1,196.21 2,316 15 1967 May 3 Tom F.Miller: Tree trimming 7/27/66 and 5/3/67 35 00 FORWARD $4,441 26 $713 38 -13 - -14 - BROUGHT FORWARD Amount transferred to Income-Personalty for Distribution -15 - $5,760 86 5 214 14 $10,975 00 -,--- \r '.. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON SS ) 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. Trust Officer Sworn to and subscribed before me this :t 4d.,day Of~..!:Cf!~J",.::10;'A.D.1968 )Notary Public 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, Trust Officer 1Jut~t @rp4aus"arnnrt nf lIas~ingtnu arnnuty In the matter of th~Audit of Account in ) Estate of_---'MO!==.A""'R"-"->=G""'A..=.R"'""""E.....T"'---'J"-'.'---'W'-'-"'-H""'I.....,T.....,E""'-"",.---'-I Deceased TO THE AUDITING JUDGE: 'No.524 •-'o"'-'f"'--_-'19...Q1L.A.A. Enter ---=-o..=:;u.;;;.r appearance for_~M~E=L~L=O~N~N~A~T~I~O~N~A~L=--=B~A===N~K""'_'a""n""_"'_d_T=_"'_R~U~S=:.T-=-__ COMPANY.Successor Trustee ~~&~ 2~ay of .May .19~ 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.s hall be concis ely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. o ',,!-'..-1 a o ('<""'\ CL.... !T ".. ~J ,.... -'.-., ~,., (f) 0.-:::::2:....1 oc~ :~.~ -;,~t~5; :=:{~ r"'rw-6.: No.524 ,of ,19-.illL,A.A. lnre Audit of Account in Estate of MARGARET J.WHITE~ Deceased AUDIT 'rarripr fnr Appruraurr FOR MELLON NATIONAL BANK and TRUST COMPANY,Successor Trustee JONATHAN ALLISON,Esquire Schmidt,Allison &Townsend 438 Washington Trust Building Washington.Pennsylv{3.nia Attorney ~"'2 ~n t~t OOrp~aU!i~·<tInurt nf lIa!l~in!ltnu atnuuty In the matter of the ¥.'.t!..~.t..~n.9..;:f.~P.§..L . Account of M.~.nQn...N9:ttQJ1?J.4?9:ll.t.£mt Trust Co ..Successor Trustee .•....................z . ESTATE OF .....~9:~.CJ.?:£~.~..~.:..~.~~.~z..}?~.~~.c:::~.~~. .....~l'!.9:~..!..·W~~.~~g.g.::£. No.....~~.'@:...Of 19...9.~.....,~ ) I ------------:--~~----q ----:-------------------,---tlr/----~( SCHEDULE OF DISTRIBUTION ADJUDICATION AND DECREE And now _Il:lJy._~,19..Q.~..,this matter came on for heming, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof 2he balance for distribution in the hands of the Ac.countant.is determ.in.ed to be$.6.,.3.9._.•.31 and the account is ace 0 rdIng Iy confl rmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in a~cordance 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. Balance per account ,. Additional debit asked at audit 11.00 $Q,J.8.1..3.3... Additional credit asked at audit 110.02 $6,502.33 Margaret Sylvia Johnston,now Mrs.Roy Arbaugh,niece, child of Thomas Johnston,a deceased brother,1/3 of 1/3 remainder,627.45 25.44 1.77 663.08 32.45 Balance _. Deduct Clerk's Costs &Receipts . Schmidt,Allison &TownsendAttorney_. Russell Marino,Agent,transfer inheritance tax: Tax due on life tenant's power to invade corpus as exercised, Interest accrued from life tenant's invasion, Tax due on remainder 10%&2%, Interest due on remainder tax, 22.50 .722.74 Frances Elizabeth Johnston,now Mrs.Clyde Cecil, niece,child of Thomas Johnston,a deceased brother,1/ of 1/3 remainder,627.45 Alice Melissa Johnston,now Mrs.Charles McKee, niece,child of Till mas Johnston,a deceased brother,1/ of 1/3 remainder,627.45 John Scott Johnston,nephew,child of John Scott Johnston a deceased brother,1/2 of 1/3 remainder,941.18 Russell Silk Johnston,nephew,a child of John Scott Johnston,a deceased brother,1/2 of 1/3 remainder,941.18 I Anne D.Johnston,now Mrs.Robert Lindahl,grandniece, a child of John Patterson Johnston,a deceased nephew, who was a child of William Campbell Johnston,a decease brother,1/3 remainder,1882.36 No balance .'. $111/1\JO H31SI~:Jl:1 ONH1\1t·j TJ3SSn~ 0 -0 n :J......n ....rn 0 :rVIcCD.... :J 30........ 0 0CD....0 ...........CD........, 0..........:rCD zo o...... J IN THE MATTER OF THE ESTATE OF } Margaret J.White---=------DECEASED:Alvan J.White C Q T IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA. 524 of 1968NO._-----:::...=-=--=..:'---":.£.-=~- KNOW ALL MEN BY THESE PRESENTS.THAT I,MARGARET SYLVIA JOHNSTON.now Mrs.Roy Arbaugh, Successor TrusteeDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY~---'-'--'-'--"-----"------=--=---'-=--=--- Margaret J.WhiteOFTHEESTATEOF·~~~_~~~~~~~~---~------------~-~DEC~ASED.THE SUM OF SIX HUNDRED TWENTY-SEVEN AND 45/100 ---------------($621.45 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No.__5_2_4_o_f_1---'9'---6_8 _ G now~ft\RJ)610.11 17.28 627.45 Princi Income .;AN!:CA.PES TVSCARAW CO\,f~v!l,;qr")~,'"WITNESS-=:;~L:~~~~L~~~~~:::!O/~:::':.---;---- W.8282 NO.524 of 1968 ORPHANS'COURT ESTATE OF Margaret J.White J Decease~ 'DOCKET PAGE,_ RECEIPT FROM ""\; Margaret Sy1viaJohnstonJ now Mrs.Roy Arba.:ugh TO ' ~ellon N~tiona1 Bank &Trust Co FILED 19__ -.' ------------------------------------------ IN THE MATTER OF THE ESTATE OF } Margaret J.White~~~ DECEASED: Alvan J.White C Q T IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA. 524 of 1968NO.__-'---'-=-_..=:.:=-=....<--=-==--_ KNOW ALL MEN BY THESE PRESENTS.THAT__I:....:,_A_L_I_C_E_,_M_E_·_L_I_S_S_A__J_O_H_N_S_T--'---"O:....:N:....:....L'_.=n=o:....:w"--_ Mrs.Charles McKee, Successor Trustee'DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY_~~_ .J OFTHEESTATEOF M_=a~r~g~a~r~e~t~J~._W~h~i~t~e-'--DE~EASED.THESUMOF SIX HUNDRED TWENTY-SEVEN AND 45/100 ---------------($627.45 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No.__=5=2--"'4:....:o....,f"---"'1c49~6'-"8'---_ WITNESS MY HAND AND SEAL THIS DAY OF--ICI7-2""'.l""a==jf.L'~/'---_-_·19~' W",N".~~&~~~~(;~~=-1!-:~ Principal Cash $610.18 now ~E~m;~ Income Cash 17.27 ----- $627.45 W.8282 ~\.~(Seal) NO.524 of 1968 ". ORP'HANS'COURT .1 ESTATE OF Margaret J.White I Deceased' DOCKET PA~E,_ RECEIPT FROM Alice Melissa JOhnston. now Mrs.Charles McKee TO Mellon National BanIi &T!ust Co FILED 19__ ,~ " 'j..,-' h,~\~ r ,. ':. "f l~ " IN THE MATTER OF THE ESTATE OF } __M_a--=r,-"g>-a-=r::...ce::...ct=---=-J-=-._W----=h=.:i=..=t-=-e _ DECEASED:Alvan J.White C Q T .' IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 524 of 1968NO.--'-----.,... KN0 WALL M EN BY THESE PRESENTS.THAT__I~,_F_R_A_N_C_E_.s_E_-L____=I_Z_A_=B_·E_T_=_=_H=___=J_=O=_H::..:=N_=_S=_=Tc..:O::....:N::....:.....r..----=:n:.=oc..:w-'--_ Mrs.Clyde Cecil,I Successor TrusteeDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY-----:_--'--'-'----=---'--- .'Margaret J.WhiteOFTHEESTATEOF----"'-----.,..--_------DECEASED.THE SUM OF SIX HUNDRED TWENTY-SEVEN AND 45/100 ---------------:t$627.45 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No._---=5--=2--=4=----=-o=--f-=1"--'9:....:6::....:8=--_ WITNESS MY HAND AND SEAL THIS_----"-3.L:-'--/~~__•_DAY OF ~~""d0"'__=-=+-,9d Jft.Nf:C~?:S NOTARY ~'UB[.ro-U 7 TUSCArtAWAS COUNTY.OHIO,MY OMMISSI -E E 'JA •18,1971 WITNESS-=~~X.U~!'L:;~'?E.~::::::;;~------- 10.18 17.27 $627.45 W.8282 I " NO.524 of 1968 ORPHANS'COURT ESTATE OF Margaret J.White,Dec"eased I DOCKET "PAGE _ RECEIPT FROM Frances Elizabeth Johnston, now Mrs.Clyde ~ecil TO Mellon National Bank &Trust Cp. FILED .19__ }_0. i •>- f I~.:~- \ I. c· ", .'\ , r /~r~ t I IN THE MATTER OF THE ESTATE OF r _--,--M_a_r'-Cg>-a_r_e'-.-t_J--'-o_W_h_i---'-t_e _ DECEASED: Alvan J.White C Q T IN THE ORPHANS'COURT IN AND'FOR WASHINGTON COUNTY.PENNA. 524 of 1968NO.--,-__ KNOW ALL M EN BY THESE PR ESENTS,THAT__I_,'-----J_O_H_N_S_C_O_T_T_J_O_H_N_,_S_T..-=.O_N-'-..!..,------ DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL'BANK AND TRUST COMPANy__---=S=-u=c'-'c::..;e=s-=s'-'o::..;r=--=T:...:r=-u=.=s'-'t'-'e=-e=-_ ,J OF THE ESTATE of M_a__r~g~a_r_e_t_J_._W_h_l_·t_e DECEASED.THE SUM OF NINE HUNDRED FORTY-ONE AND 18/100 --- ---- ----------($--<-94-==-1=--.;.1::...;8=---1DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT No._--=-5=,2-=4_o=.cf=----=1C.L9--=6--=8'--------=_ WITNESS MY H'ND 'ND "'UH'S .I (P D<Y DF ~,,,-fpJ: W"Ncl~/~;fi·0/'~4~Pr'pal Cash $915.26 . Income Cash 25092 ' $941.18 W.8282 NO.524 of 1968 ORPHANS'COURT ESTATE OF Margaret J.White,Deceased" DOCKET PAGE,_ 'RECEIPT FROM John Scott Johnston TO Mellon National Bank &Trust e y • .~ FILED 19__ ,- •..._, f. IN THE MATTER OF THE ESTATE o.F } Margaret J.White~-------'--- DECEASED: Alvan J.White C Q T IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 524 of 1968NO.__~-=-':=-":::="~.!....::.-=-,--_ KNOWALL M EN BY THESE PR ESENTS,THAT,I..::.._R_U_S_S_E_-L_L_S_I_L_K~J_O=-H----=N~S--=-=T=-O=-=-N.:...;.!.--_ Successor TrusteeDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY----'-'-_ _NI_N_E_"H~U_N_D_R_E_D_F_O_R_TW__=___'-~O:....:N~E_"_A_N__'_D~I=_=8'__'_/__=I_=_O_=::...O ($941.18 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT No.,_----'5~2"'-4-"'---'o.....f'__'"'.I..L9=6=8 _ WITNESS MY HAND AND SEAL THIS,""~7----DAY OF W<TNm lJ/aUW ~ Principal Cash ()tI~ Income Cash 25.91 $941.18 W.8282 NO,524 of 1968 0__, ORPHANS'COURT " .-\ ESTATE OF Margaret J.White, Deceased DOCKET PAGE,_ \ RECEIPT FROM Russell Silk Johnston TO Mellon .National Bank &Trust C..... FILED 19__ " , ~ ."l. " , •.J..~ ·.~. IN THE MATTER OF THE ESTATE OF IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA. Margaret J.White Alvan J.White C Q T DECEASED: 524 of 1968NO.---'=-=---=-:.....::--=-_ I,ANNE D.JOHNSTON,nowKNOWALLMENBYTHESEPRESE.!'ITS.THAT --=--c:-------:---'---_ Mrs.Robert Lindahl, DO HEREBY ACKNOWL.EDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY_---':S"-=u:..:c::..cc:::....:::e-=s:...:s::..co=r---=T=--=-r-=u~s::..:t~e::..:e:::..:___ OFTHEESTATEOF M_a~r~g~a_r_e_t__J_._W_h_it_e DECEASE~THESUM OF One Thouoand Eight Hundred Eighty-Two and 36/100 ---------($1,.882.36 )DOL.L.ARS IN FUL.L.OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYL.VANIA MADE AT No,__5_2_4----'-O_f_l_9:.-6_8 ---:-_ ,~WITNESS MY HAND AND SEAL.THIS_-----<.I_,DAY OF ~19~. ~.L0~<h-~JL~.diJe $1,330.53 ~~ 51.83 now~~.(Seal) 500.00 WITNESS \J~ Principal Cash 0 Income Cash Advancement Principal Cash '-J--'I:..J•...,.8=8""'2'-L..=36><-------, W.8282 r NO.524 of 1968 ORPHANS'COURT ESTATE OF Margaret J.White,Deceased" IDOCKET .PAGE,_ -RECEIPT FROM Anne D.Johnston, now Mrs.Robert Lin,¢lahl TO Mellon National Bank &Trust C .... FILED 19__ / . ,. ;"ry r'l~n;"': 0'}::;:) --f '}r-'"1 r-:;~-,,--'" :c-::;) t <:r-oClJ """"Irio() () (.) :~ (: (.) ...... ....; ~ f\J .-to ;-)..". f :--..--, l~I !o :, "' / SUPPLEMENTAL RETURN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;;.BUREAU OF COUNTY COLLECTIONSDfJr/616 COUNT IN THE MATTER OF THE ESTATE OF } MARGARET J.WHITE AFFiDAVIT OF Successor Trustee un er Will_·······················i·S;;t;..f;;Ii..·;:;;;:;;;~..·~i..d.;;;;;d~~t·)..···~for Alvan J.White, Late of w..~.§hJ~g1Q!!:County X:~July 10,1967 Form RCC-33 ::.:'.:~~::~~:~:~:::~:-:::::}"' TrusteeA~J~.~W.~QJt.,+..!..:t,l,l3.~Q(f:i:9..~.:r..,M.~.u.Q:t:J,N~.t.~.9~t.~.'!l:.!l:~'!l:.!l:4 r.:I:'.~~.!..g.'?!f:I:P~!1.Y...~ ~of the estate of the above-named decedent being duly sworn,depose and say That as such r..!:.'9-.~J~.~deponent is familiar with the affairs of said estate and the property con- (~~ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy {If another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- (Month) Name and address of attorney or} other author~;d repres~ntative to whom all correspondence should be mailed. Decedent died November 15 ........,191.~,r testate 'leaving a last will,copy of which is hereto attached.} (Day)(Year)L.~ .....M~UQP,...NatiQnal..Ba.nk..and....Trus..t..c.o.mpany.... 40 South Mai!l:St:r~t:l~,W~~1:l~llgt<:>!l:'.?~!..!~.301 ~I NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Not Applicable That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth 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,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whe-theR -in-decedent's immediate possession,standing to decedent's credit in banks of deposit,saVings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down,to the last interest day prior to decede~t's de,ath 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~vidence of in- debtedness of the United States to the decedent;all obligations,whether by statute orrgreement they are designated as tax free,of the United States,or/any state,or pol~t~cal su~division;~her~~f,or of any foreigfl-country,which aloe owned-at the time of eJeath;all wearing apparel,jewelry,~nyerware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga!,:es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of ~hich decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable "to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrul'!d itttl'!I'lHit tMt'ijlHl tu th@ dlit@ uf dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substanti~ed by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·'It should also set forth in itemized form,together with the fair market value thereof,any oth6r property owned or bequeathed by the decedent at the tim~of d~ath•. ,- The Schedule C attached hereto and made part hereof sets forth a true'answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in po;;es~i~ri or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whpm transferred,the _relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regardi-ng said.transt;ers."In the case,of tr.ansfe.r.s intended to take effect in po~&ession or enjoyment at or after death,there is also attached to the schedule a cony. 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 ~n decedent,either ind.ividually or:..Jointly"~y the will,deed,.or other instrument of another, with a copy of the instrument creating such power attached to the schedule.'---..-.;)t ...~l to - That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with ·the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also' contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including.intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent.1. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of death;taxes accru~d charge.able for period prior to decedent's death.(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Mellon National Bank &Trust Go. Subscribed and sworn to before me this m.~/'A ~/J.-d- ................;.f...'?.:pf.:day of J.un~19 9..~....BY.·:·..·..·..·~~d~~T'~·~~·t Offi~~r -,.•··~N~1~bi~"."..:~,~~;,;~'~;..4QSQi~:,;.~;;te.L___----_. ,~t::nington·c:;~~~~~;~Niri1es Y!..':l..~.~.~g,~g.~!;p.~.P.:P.:.~.y!y.~.P.i..~. M'j octobel 14.(City or Town and State) NOTE:Before signirg affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with deta Is or the word "None",and in case the assets include rare and unlisted securities, securities of clos~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 columh #1 in the "Summary"has been properly completed as above-directed. ~ R'-c C~34 Cl'~4)• "'COMMONWEALTH OF PENNSYLV"NIA DEPARTMENT OF REVENUE BU'REAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY " Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property hl"ld by the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!,wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the.record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. Parcel of ground situate in the Borough of Burgettstown,County of Washington,Penna., together with improvements consisting of a two story frame dwelling known as 336 Main Street,Burgettstown,Pennsylvania (Sold) Portion of tract conveyed to Testatrix,Deed Book Volume 337,page 363,Washington County, Pennsylvania 1~7f-f1/ flp-L/~S"r;~1-~(L -y-~~~.A-v 1J.;;--#150~~~if~/jJ1(,f (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE $7,500.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite Clreal property",Schedule CIA"in the X X X X X ClAs Reported"column on the last page of this return. $7,500.00 SCHEDULE "n" PERSONAL PROPERTYRESIDENTDECEDENT .COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ·,-.. ./"'8.CC~~35 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 anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Cash,securities,etc.,per copy of Account attached hereto: 78 units Collective Trust Fund "CII Principal Cash $668.09 ~~~A 7.26 I vtrY/.. Alvan J.White,life tenant of the trust,died July 10,1967.J The Executor had paid Penna. tax on the life estate only.The remainder is now distributable to intestate heirs of Testatrix in shares as shown on Schedule "D"hereof.ThE Trustee has also invaded principal for various payments made for the benefit of the life tenant. A schedule of those payments is as follows,this list having been taken from Page 6 of our First .and Final Account filed at No.524 of 1968. March 15,1954 February 21,1955 October 9 ,1959 July 25,1961 August 13,1963 August 13,1963 April 30,1964 June 25,1965 November 19,1965 April 17,1968 ..Funeral expens es Paragraph IV (C)of Will $280.00 134~50 150.00 91.52 450.00 150.00 104.18 251.95 700.00 under 700.00 $3,012.15 * *Taxable at 20/0 with credit for previous payment on life estate,remainder taxable at 10%. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $675.35 ~--~~-------~~--------------------------.......'\ RCC-37 (12-63) C01\lrlWNWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES "-:._..~. ( h , BENEFICIARIES AND ADDRESSES ~RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Alvan J.White Son Yes 7/30/1889 ~ncome lor Ule ann yrln cipal at discretion o~ ~.LJ1~sJ,ee -n'lee ::;CneUU.Le '-..~,~o payrnen s - Heirs at Law of Testatrix:: Alvan D.Johnston (No Issue)Brother No Thomas Johnston Brother No -~ee Issue be ow John Scott Johnston Brother No -~ee Issue be ow William C.Campbell Johnston Brother No -See Issue be ow Children of Thomas Johnston: Margaret Sy1vbi TnlmRtnn."1/9nowMrs.Roy,Ar baugh Niece Yes 11/2/1896 remainder interest 1" Frances Elizabeth Johnston, now Mrs.Clyde Cecil Niece Yes 3/8/06 1/9 remainder interest Alice Melissa Johnston. now Mrs.Charles McKee Niece Yes 4/20/01 1/9 remainder interest Children of John Scott Johnston: John Scott Johnston Nephew Yes 1/17/04 1/6 remainder interest Russell Silk Johnston Nephew Yes 7/26/06 1/6 remainder interest Child of William C.Campbell J phnston: John Patterson .Tohnston Nenhew -D'ed Novem'~er 10 1947 -See issue below I Child of John Patterson JohnstoP.:h r, Ann",n Tn'hn"lton now MrR 1:)nh",...t-T.;nr!~'h1 ~,.""...,..'l...,;",r"'-YeR 12/S/2CJ 1/3 reTYlainrler interest '., " Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE I ~IATTER OF THE APPRAISEMENT Will (No.X~~I P.Il"THE OF THE IEST.~TE OF Year '" >• I-. >-. 1 (-l (Executor-Administrator 'must complete "As Reported"column #1.) I;r II t,r ~...,"'d ~...,.....Cb Cb01\0 ....e..,:'"'"::l 0'"'"......::l "'d;3,("\Cb e.........0CIlx'"C '0~Cb0-........ CDr 0 ~"0 t%1 t Cb........'"'<r;r >-....r: Cb .l\1A:.RGM~TJ..WHl}E DecE:ased f-'f- Late of 13\1r.g~~~13t.()WI1.. County of Wa.s1l;i.ngtQn Commonwealth of Pennsylvania REPORT AND APPRAISAL (' -, (" ("\ I I, 1 ·1 I ",. I' (' I (" >-. ,..., r ("' ,!'-<. ...'"<,' . L '1.'.1 $77/1,1 .:'1 }Ijl"'I}_"(".O"liJ'"/'-'0",,-,,,,,'-.1 I"to '1.:1:'V'/~~ 0:7-7/,1 .....I DO .[ I II.j AND AGENT OF TME COMMONWEALTH ,. Form RC C·lO ) OEDUCT10NS ALLOWED IN THE SUM OF .".,.,,'..,$',. o.,~»::::: Regi,ter of Wills,Agent ,~- "SUPp'L~El~ENTAL STATEMENT OF DEBTS AND DEDUCTIONS ~21lJ~.~@/o~ ,. ..,..• COUNTY OFFICE OF TME REGISTER OF WILLS WASHINGTON ,t, OF ESTATE OF _M.....:..a_r~g~a_r_e_t-..:.J...:..---.:.W---.:.h_it_e LATE OF __~B~u~r~gs:e~t~t:.::s~t:.:::o:;.::w~n~'L-:!P!:...::::.e~n~n~s'-Jy~1~v~a:.t;ni!::!:.!::!a:..-...__ _....:jl_~...:./-:-';J_-...l~:::....!::.f D.T~OF DEATH November 15,1946DATEOFFILINGAPPRAISEMENT".. DATE:NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCHEJit T9618 Mar 14 Realtv transfer taxes gn Inn Apr.2 Schmidt,Allis:on &Townsend:Cbunse1 fees 250 00 2 Mellon National Bank and Trust (j,ompany,Accountant's compen- sation on termination ~$34 01 . , ~, I - , 934 01 COMMONWEALTH OF PENNSYLVANIA } Washington S8: COUNTY OF ----~~-----.Trust Companv I,Arlie W Ott,Trnst Officer,Mellon NatJona]Ba:r;)k a:r;),Q HEREBY CERTIFY.THAT.TO THE BEn OF INHERITANCE TAX PURPOSES. MY KNOWL!DGE AND BELIEF,TH!FOREGOING fS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENS!S OF ADMINISTRATION SUBMITTED TO THE ESTATE OF M'argaret,Ie White .oECEAfJED.AS DEDUCTIONli F'OR '-I--A/7~2t~~-bP-£aJ~.tJi=~_(L'S,lt7"Trust Officer ,(Notary lilMb~~q,AN KIRK,Notary Public Washington,Washington County,Pa. My Commission [;:pires Octobel 14.1970 I" ,",_'..,\ "" ,,. ,~.' L ~. t "~ )".I oo ry ~~.r-.... f1; t:::J RCC:'39 (6-67) ,,;/COMMONWEALTH OF PENNSYLVANIA~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT WHITE,lViAILGARET J. November 15,1946 . SUMMARY ) I.the undersigned #63 Washington 11-15-46 07-17-68 rmpOHT OF INHERITANCE TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,dlrrespectfullY report-th'at 1 have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","C"and "E". ~~~::....:...='.~/'<:.'~--~.~~ ApPRAI SE~-=-I. the real and personal opposite each item in Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT 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: AS REAPPRAI SED ======.:= 8,175.35 7,21a.34 ._ 8,]75 .35 ==9;b,l3~4~.O~CJ=:~_ VALUE AS REPORTED VALUE'AS APPRAISED VALUE~==-=_.::.o=~=== $7,500.00 $7,500.00 __.~..~.$~_ 675.35 G75..J5 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEiL~VALUE OF ESTATE Valuation of life estates or annuities . • . • • • . .$_ ESTATE TAX ASSESSMENTS $ COMPUTATION OF TAX $--------- <1;~__~_ $~--~----- $ (::')As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. TOTAL TAX BALANCE PAID $=====:--'--... $~------,- $------ $----- $======\.'-$-~---- <l>~:J ~ FOR USE OF REGISTER ONLY Tax on $•510 Tax on $7,241.34 .~ Tax on $2% Tax on $.15% Exemptions :=(::,) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to FOR USE OF REGISTER QNLY 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 t N Administration ~o. I~THE Year 'I. __•,3...."""~~.::..!!.,"'...'-'...!d"-,k~.~~~~~~~~!-;":,;:~..,.C?_:~,~;,<'.',..:::...........;~~',.,--,.~....--~ ~IATTER OF THE APPRAISEMENT OF THE EST.-\TE OF MARGAR],'T J .wlUTE Deceased ., Late of County of BUli.GETl'STOw"N WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ (,,. FonnRCC-2· .....-..-'.... "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 LCQMMONWEALT!I pF PENNSYLV,(NIA RESIDENT INHERITANCE TAX APPRAISEMENT:-~"" DATE eJ.:1J.J.:y +..7"J.9.f??.. COUNT;':~!'!.~.~.~~~.~~. "fiLE NQ~.:.;:;;:::_ . Whereas,M.~~g~.~.~~Wh~~.~late of ~g~.tt-,~ib~: . in the County of ~~.~~.~~~~~Commonwealth of Pennsylvania,having died on the 15 th day of Nove.mb.e.r.19.40 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W,J\,Cha.ne.y ,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. REALTY: As ner Schedule "A" PERSONALTY: As per Schedule ltBtt TRANSFERS: NONE JT:HELD: NONE Description of Asset Tl)t~l Unit Values $ AppraisementMadeforInheritance Tax Purposes I 7.500 00 .~75 35j I NONE NONE form~v~fhbl:~::rh~W<>rJl~~~~.".:~.a.~o~er~~~..~:;:•••~~~~~.~~•..~.•.~~ _..~----.<'7-----7~~~APpralaer- ~=Z·······,··..·,··:·;~~..·;d···St~~~·t·i···········..·,, . ········································rr;;;;;··;;o;;;········...................................•Penn•. ~~~~'-J- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET J.WHITE............... Deceased. Late of BUR.G:E.:'I'TS'J:'QWN.. Date of Death,N.Qy.~rnp.~.:r...l..5.."1.94.6.. Appraisemei!t Docket Vol.,??.. Page,4~Q No... Filed in Register's O!fice,J..Wy.l.1.,.19..Q8... Amount of tax due,$ :___. DEPARTMENT OF REVENUE ..'..-- " " ,~l ~ Ii ----1 Received,...........................----.__.___--_._-_--_. Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. -,,""_..........~. •. ,, i• r'''m''no I OFFICE OF THE REGISTER OF WILLS WASHINGTON OF COUNTY AND AGENT OF THE COMMONWEALTH l STATEMENT OF DEBTS AND DEDUCTIONS SUPPLEMENTAL TAXABLE AT 2 &10% DEDUCTIONS ALLOWED IN ) THE SUM OF $u5Q..5Q 7-26-68 MARGARET J.WHITE LATE OF _-.:B::.:U~R~G=E.::..TT~S::....:T:...:O:...:.:WN.=.:-._ 7-26-68 November 15,1946 ESTATE OF DATE OF FILING APPRAISEMENT DATi OF DEATHT~S'_"'____...._..__-:i:o ..J __..i:"T ••'__'1\~ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~~ CLERK'S COSTS &RECEIPTS $50 50 TOTAL $50 50 - COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington .se: . 1 k d Trust Company I.Arlie W.Ott,Trust Officer,Mellon Natlona Ban an HEREBY CERTIFY.THAT.TO THE BEaT OF DECEASED,AS DEDUCTIONS FOR DAY 01' INHERITANCE TAX PURPOSES. lilY KNOWLEOGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE EST-"TE OF Margaret J.White ~'A uJ/ld-----;f-..,ILi~&~~-=-J!!iIL-~---(L.5.) Trust Officer