HomeMy WebLinkAboutOC1968-0978 - ESTATE OF STEVENS\,
'PETITION SUR AUDIT
IN THE ORPH:ANS'COURT OF WASHINGTON COUNTY
Testate Form/'
Estate of ~.9~.~.~..~~?.'~~:Y.~~~.----..-.
Deceased
978 of 1968No __.
Fiduciary M~.u.~m.N~t~gfl.~J.~.~J?)s.~p.g .
..I.!.~.~.t.~.9.m:P.~.~Y.l,.$.~~.~.~t.9.!:,
Election to take
Under~!ikwill.(cross out one)
~~~~~~
Decedent's death .r~!?:.~~.:.Y...~.~!~~.~.?Grant of Letters ~.~~~!!:.!.~~.?~!_ .
This is the f?:!.~~.~.~~.:f.~~~,~",account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
Date Election Place of;#87 of 1967 O.C.
FiledM~.r.~~Ll~.,.,J9.R1......Record .R~g~~J~.r...9LW.tlls
,Office,Washington,Pa.
Name of surviving spouse WiU~J;:g..J.~..S~~:Y.~.:n.~_:.:_ __.___.___ _ .
List issue,where material:
··r·Jonathan Edwin Allison Stevens
Jane Stevens
Joan Stevens
.Son
Daughter
Daughter
Did defedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate)
Pf
"T r .~,
Yes.No.If answer yes,name them _ _ _ _ _ .
____________';):::-._.1 --_----••
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Willard J.Steveas
Jonathan Edwin Allison Stevens
Mellon National Bank and Trust
Company
.Husband
Son
Trustee
1/3 I'esiduary estate
2/9 residuary estate
4/9 residuary estate in trust
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph 6:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
File copy of Notice '...(,.~")
and date of mailing ;J:~y...~~.~~.?~~.:,:~,,::
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Is estate subject to the filing of a FeqeraL ~state Tax Return?...x.~.~..:-~~~.~.~~g..~.~~..~~~~.t;E ..~~~.t;A.::~!..~.~.t.~.~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..1.,.42.5.•.Q.Q..($1...5.QQ....O.Q..~t..dj,~.~.ount)
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
................,N~~..b:pp.!~~?::t?~~: .
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.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
3~~~:~t·~.t:~1Y"
See suggested distribution
",J
Balance for distribution per account,
Itemize any additional debits not shown by account:
See .schedule ·"A"attached
PI '~:,';
Total ,additional deb,i,t,s (Add)
Itemize any additionql.credits not shown by acco\..i'nt:
•.~J
$.5.4AJ.5..
$.~.?!.~~.?=.~.?.
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T ;See Schedule."A"attached
)
Total additional credits (Subtract)
Balance,for distribution
$~9-.7.?.
,
T
$..~~J••??9-....1:?.....•........
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
See Schedllle "A"attached
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ESTATE OF MARGARET A.STEVENS,DECEASED
Receipts and Disbursements since filing First and
Final Account through September 4,,1968
Balance per Account:
PRINCIPAL-PERSONALTY
Add:
$82,534.27
Net proceeds sale of 1 share General Motors
Corporation,Common Stock of $78.50 $73.78
Carrying value 73.62 •16
Net proceeds sale ,of 4 shares Gulf Oil
Corporation,Capital Stock at $78.875
Carrying value
~ss:
Register of Wills,Washington,Pa:
Filing First and Final Account
309.49
255.50
21.00 I
53.99 54.15
$82,588.42
Proceeds sale of 4 shares George Washington
Hotel Corp.Pa.Capital @ $6.25 $25.00
Carrying value 48.00 23.00
Proceeds sale of 6 shares A T &T Co.
,Capital stock at $50.875 net $305.25
Carrying value 351.00
INCOME-PERSONALTY
Balance consists of the following:
PRINCIPAL-PERSONALTY
Stocks per election
1966 Rambler Convertible -advanced
1962 Ford Sedan -advanced
Cash on hand _
INCOME-PERSONALTY
Cash on hand
45.75
$77,524.76
1;,700.0,0
550.0'0
2,723.91
$82,498.67
4,360.78
$86,859.45
(89.75)
$82,498.67
4,360.7.8
$86,859.45
SCHEDULE "A"
If Family Exemption claimed by Petition,give place of Record:.P~~.d..p-e.r..a,~.C;QUnt_.Ma_r.cb..23.,_.1.9.6:Z .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_.
List any advancement or distribution on account that has been made,and nature and amount of same:
.Principal-Personalty
Willard J.Stevens
Willard J.Stevens
1966 Rambler Convertible
1962 Ford Sedan
$1,700.00
550.00
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Accountant respectfully requests your Honorable.Court to award the balances,
Principal and Income,one-third (1/3)to Willard .J.Stevens,two-ninths (2/9)
to Jonathan Edwin Allison Stevens,and four-ninths (4/9)to Mellon National Ba nk
and Trust Company,Trustee under Article Second of the Will,and further re-
quests credit for advancements previously made.
It is respectfully rl4quested that the Court delay its Decree until after September
29,1968,at which time Jonathan Edwin Allison Stevens will attain 21 years of
age and in acc.ordance with the Will will receive his 2/9ths share of the residuary
estate outright.His Specific 'Election to take in Kind for his 2/9ths share is at-
tached hereto..
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly J?W9-J:D _ _doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL ~~.~__._knowledge and belief.
.s.~g~~_._to and subscribed before
me this..5d~day of Se.pte.mber 19..f.t8..
Signature of ~fficer....~...??:?:...i~..~.....-<.
Title of Office~..~;~Qt.9.J:y..:e~):;l.u.<;:.
•7'
Office expires :Odohex..14.,...19.7.Q .
SI\RA M.VAN KIRK,Notary Public
'Nashingw'l.Washington County,Pa.
My Com:"'ission Expires
October 14,1970
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
Executor Estate of Margaret A.Stevens,
:;.~.~:s.e.~Ld{jc .
Trust Officer
No.978 of 1968
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Estate of MARGARET A /..............o...-J.......•~-=.:-:."....:
STEVENS -'
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Fiduciary.....M~~.~~.IJ:..~~~~.?~~~.~~.~~._~~g.......--l .-
Trust Company,.E~ecutor
......................................_ - -"!-,--~.
PETITIO'N --SUR AUDIT
FROM WHERE D,ECEDENT LEFT A WILL
Counsel of Fiducicrry will submit herewith the
following,inconformity with Court Rules
adopted effective~Decembej 3,1951,being
rule No.9:po rag raph b-c;and divisions
thereof:shown on pages 23-~4.
1.Written praecipes of all Counsel in the
case.I
2.Copy of order appo,inting Guardian ad
litem,if pertin~nt..
3.Copy of Order .-Qppointing Trustee ad
litem,if pertinent."
4.Proof of service of above.
'5.Letters Testamentary or Administration
C.T.A.orr'an ~attest copy of Will.<
6.Copy of inventory and appraisemE!nt.
7.Proof of advertisement of grant of letters
if not filed ~ith account.:..;•
8.Certificate of ~Iie':ls in case any,of the
funds for distribution are from judicial
sale of real:estate.
9.Signed and Tfemized elections if any
distribution in ,kind.
)10.Copy of FeCle;Q"1 Estetlte Tax return if es-
tate is subject thereto.
Jonathan Allison,Esquire
Schmidt,Allison &Townsend
Attorney
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DLLOlflfATIOIAL 'B.AJfK m'~US'l'"COM1!ABY
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Washington Office .40 South tl~i~stree~.
W~shingt'~n f ~Pennsylvania'15301 ..
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C !:fr.\Villard Stevena
~lOZ LeMoyne Avenue
W~sbit)gto.,pell1l.ylvania 15?,Ol
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PI
I,MARGARET A.STEVENS,of the Borough of East
Washington,Washington County,Pennsylvania,do hereby make my
last Will and Testament,and revoke all Wills by me at any time
heretofore made.
1.I direct the payment out of my estate of my just
debts and funeral expenses as soon after my decease as is convenient.
2.All the rest,.residue,and remainder of my estate,
real,personal and mixed,I give,devise,and bequeath:
(a)The one-third (l/3)thereof to my
husband,Willard J.Stevens,provided,however,
that if my husband shall fail to survive me for a·
period of ninety (90)d~ys,I give,devise,and
bequeath the said one-third (1/3)share of my
residue to my Trustee..hereinafter named,to
be added to and made a part of the trust created
by s:ubparagraph (b)hereof.
(b)The two-thirds (2/3)thereof to my
Trustee,hereinafter named,in trust,neverthe-
less,to hold,invest,and reinvest the same,to
collect the income,and after paying all expenses
incident to the management of the trust,to apply
such parts of the net income and principal in the
sole discretion of my said Trustee as may be nec-
essary for the maintenance and education of each
of my children,and as each arrives at the age of
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;
twenty-one (21)years,to pay to him or her
an equal share of the principal and any accumu-
lations of income,less the amounts which may
have been expended for his or her respective
benefit.In case one or more of them should
die without leaving issue,before attaining the
age of twenty-one (21)years,I give his or her
share of the princ ipal to the others or.other of
them,subject,however,to the trusts and
limitations of their original shares.If all
should die without leaving issue,before attaining
the age of twenty-one (21)years,I direct that the
principal and accumulations of income be trans-
ferred and delivered to such person or persons
as by the laws of the Commonwealth of Pennsyl-
vania would have been entitled to the same if I
had been legally seized and possessed of said
property in my own right and had died intestate
at that time and domiciled in the Commonwealth
of Pennsylvania.I direct that said payments for
maintenance and education shall be made without
the intervention of a guardian,and the receipt
of such person as may be selected by my Trustee
to disburse the same shall be a sufficient acquit-
tance.
3.I direct that my Executor and Trustee,in addition
to and not in limitation of any authority given to it by law,shall have the
following powers:
,.
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(a)For the payment of debts or for any
purpose of administration or distribution,power
to sell,mortgage,lease,alter,improve,par-
tition,and exchange all or any of my real estate
at any tim~during the continuance in whole or in
part of the tr,usts under this,my Will,and at
the termination thereof,for purpose of distribu-
Hon,selling at public or private sale for such
prices and upon such terms,as to cash and credit,
as it may deem best,and to grant and convey good
and sufficient title,without liati lity on the part of
the purchasers or other persons so dealing with the
Executor or Trustee to see to the application of
the purchase or consideration moneys.This power
shall not be construed to work a conversion of the
real estate unless and until the power is actually
exercised nor shall this power be construed to
extend the lien of debts.
(b)To purchase or otherwise acquire
real estate,and to exercise the same powers
thereover as hereinbefore provided with respect
to the other real estate of the estate.
(c)To retain all stocks,bonds,and invest-
ments owned by me,and to invest and reinvest in
other stocks,bonds,and investments,without
being confined to what are known as "legal invest-
ments,"and to sell and transfer the same either
•
in person or by attorney,without liability on
the part of the purchasers to see to the applica-
tion of the purchase or consideration moneys.
(d)To borrow money and pledge any
stocks,bonds,or other personal property of
the estate as security therefor,without liability
on the part of the lender to see to the application
of said money.
(e)To purchase securities at a prem-
ium,to amortize the premJum out of income,or
j
to charge the same to principal or income,or
partly to principal and partly to income,at such
times and in such amounts as it shall deem best.
(f)To exercise a:n,y option to subscribe
for stocks,bonds,or other investments.
(g)To join in any plan of lease,mort-
gage,consolidation,exchange,reorganization
or foreclosure of any corporation in which the
estate may hold stocks,bonds,or other securities.
(h)To retain indefinitely any part of the
trust estate,real or personal,which is or may
become unproductive,or in the discretion of the
Trustee to make sale thereof.The Trustee in
its discretion may pay the carrying charges and
expenses of property,during any year in which it
is unproductive J out of other principal of the trust
estate or out of the income of other principal or
partly out of such principal or income,and it may
from time to time reimburse principal or income
;.
"
for the whole or part of said charges and expenses.
The Trustee may apportion the proceeds of sale
of unproductive property between principal and
income according to law,or in its discretion it
may pay said proceeds into principal,without
apportionment.
(i)My Executor and Trustee may make
any distribution hereunder in money or in kind,
or partly in money and partly in kind.The Trustee
may,in its discretion,establish,make division or
distribution of any trust hereunder in kind or in
I
money,or partly in kind and partly in money,and
determine the fair value of the property then being
placed in trust,divid6:ior distributedand allot different
kinds of or interests in property to different shares.
The Trustee may take any action that may be neces-
sary or proper in establishing any such trust or making
any such division or distribution,and the valuation,
designation,division and partition of any or all of the
trust property,real or personal,shall be binding and
conclusive upon all persons interested therein.
4.I direct theit all legacies and all shares and interests
in my estate,whether principal or income,while in the hands of my
Executor or Trustee,shall not be subject to attachment,execution,or
sequestration for any debt,contract,obligation or liability of any legatee
or beneficiary,and shall not be subject to pledge,assignment,conveyance,
or anticipation,and the personal receipt by such legatee or beneficiary
shall be the sufficient and only discharge of my Executor or Trustee.
,',''f,\.:
5.I direct that all estate,inheritance,and other
taxes in the nature thereof,together with any interest thereon becoming
payable because of my death,with respect to the property comprising
my gross estate for death tax purposes,whether or not such property
passes under this Will,shall be considered a part of the expenses of
the administration of my estate,and no legatee or distributee or any
person having a benefic ial interest in any such property,whether under
this Will or any Codicil thereto,or otherytise,shall at any time be
required to refund any part of such taxes.In the absolute discretion
of my Executor and Trustee,such taxes may be paid immediately or
I
the payment of taxes on future o,r remainder interests may be postponed
until the time possession thereof accrues to the beneficiaries,in which
event such taxes shall be paid out of the principal of the trust sUbject
thereto.
I nominate,constitute,and appoint Mellon National Bank
and Trust Company Executor of and Trustee under this my Will.
IN TESTIMONY WHEREOF,I have hereunto set my hand
Signed,sealed,published and declared by the above named
testator,as and for her last Will and Testament,in the presence of us who,
at her request,in her presence,and in the presence of each other have here-
unto subscribed our names as witnesses th eto.
and seal this ----=~=-?.l__1ti:__day of 2J~,1954.
~~~,S~4 .(SEAL)
1---_
AFFIDAVIT OF EXECUTOR
STATE OF PENNSYLVANIA,)
)SS:
COUNTY OF WASHINGTON )
Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and
says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the
estate of MARGARET A.STEVENS,deceased,that the following schedules constitute'
a complete inventory and appraisement of the real and personal estate of MARGARET
A.STEVENS,deceased,except real estate outside the Commonwealth of Pennsylvania;
that the figures opposite each item of real and personal estate in the following schedules
are determined and stated by the undersigned to be the fair value of said i,tems as of
the date of the decedent I s death,based upon a just appraisement of eaC7h item made by \
the above named Executor.
Sworn and subscribed before me this
/Stk day of _...4.'72£-=.''~..L~~~==-1967
SARA M.VAN KIRK
Notary Public
ARLIE W.OTT
Arlie W.Ott
TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE of
MARGARET A.STEVENS,DECEASED
INVENTORY AND APPRAISEMENT ofthe goods and chattels,rights and credits
which were of MARGARET A.STEVENS,Deceased,late of 102 LeMoyne Avenue,
Washington.Pennsylvania,taken and made in conformity with the above affidavit.
PERSONAL ESTATE SCHEDULE
572 shares American Telephone and Telegraph Company (New York)
Capital Stock ($16.66-2/3)@58.50 $33,462.00
44 shares
407 shares
Duquesne Oil Corporation (Delaware)
Capital Stock ($5.00)
General Motors Corporation (Delaware)
Common Stock ($1.66-2/3)@73.625
Dividend of $.85 per share
payable 3/10/67 to stockholders
of record 2/16/67
1.00
for lot
29,965.38
345.95
22 shares George Washington Hotel Corporation (Pennsylvania)
Capital Stock ($2.50)@12.00 264.00
400 shares Gulf Oil Corporation (Pennsylvania)
Capital Stock ($8.33-1/3)@63.875
Dividend of $.55 per share
payable 3/9/67 to stockholders
of record 2/3/67
1962 'F~rd Sedan
1964 Ford Convertible
1966 Rambler Convertible
Total Personal Property Appraisement
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
None
$25,550~00
220.00
550.00
1,000.00
1,700.00
$93,058.33
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
None
- 2 -
,'.INVENTOR Y AND ApPRAISErvlENT
IN THE ESTATE OF
1tlARGARET A.STEVENS,
Deceased
Filed ti4~.....//~
Attorney:Jonathan Allison
,1967
J~
Address:Schmidt &Allison
Washington Trust Building
Washington,Pennsylvania
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4't,IN THE ORPHANS'COURT OF WASHINGTON
,NO.q1¥"-o//f~Y
ESTATE c£
MARGARET A.STEVENS,DECEASED
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FIRST AND FINAL,ACCOUNT OF
~£LLON NATIONAL ~ANK AND TRUST COMPANY
EXECUTOR
BALANCE DUE -$86 895,.05 ~-.1-tf;YV(je
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JONATHAN ALLISON,Esquire
Schmidt and Allison ~
Attorney-at-law
Washington Trust Building
Washington,Pennsylvania
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
NO,.ClJ"'~I tj ?Y
ESTATE OF MARGARET A.STEVENS,DECEASED
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
.'
EXECUTOR
July 16,1968
SUM MAR Y
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
Disbursements
Receipts
Disbursements
Page 3
Page 4
SCHEDULE ''B''
INCOME-PERSONALTY
Page 5
Page 5
Balance
Balance
NET BALANCE
$93,346 98
10 812 71
$4,840 97
480 19
$82,534 27
4 360 78
$86,895 05
MSM:aat
Balance consists of the following:
PRINCIPAL-PERSONALTY
Stocks:
American Telephone and Telegraph Company
510 shares Capital
Duquesne Oil Corporation (Delaware)
44 shares Capital
FORWARDI
$29,835 00
1 00
$29,836 00
BROUGHT FORWARD
General Motors Corporation (Delaware)
307 shares Common
George Washington Hotel Corporation (Pa.)
22 shares Capital
Gulf Oil Corpor ation
400 shares Capital
Miscellaneous:
1966 Rambler Convertible delivered
(See Exhibit No.1 Page 6)
1962 Ford Sedan delivered
(See Exhibit No.1 Page 6)
Cash
INCOME-PERSONALTY
Cash
- 2 -
$29,836 00
22,602 88
264 00
25 550 00
$1,700 00
550 00
$78,252 88
2,250 00
2 031 39
$82,534 27
4 360 78
$86,895 05
FOR WAR D
SCHEDULE "A"
PRINCIPAL-PERSONALTY
28 Pennsylvania Department of Revenue:
Fee for transfer of titles on the following:
1966 Rambler Convertible
1964 Ford Convertible
1962 Ford Sedan
1967
Dec.20
288 65
000 00
000 00
$1,000 00
$1,000 00
$93,058 33
$93,346 98
,
$15 50
273 15
$000 00
000 00
$6,000 00
6000 00
$1 00
6 00
$7 00
$3,642.50
3,627.00
$7,635.65
7,362.50
Gain on Sale of Assets
Proceeds sale of 62 shares American Telephone
and Telegraph Company,Capital Stock
at 58.75 net
Carrying value
Net proceeds sale of 100 shares General
Motors Corporation,Common Stock
at 76.875
Carrying value
Disbursements
Receipts
Inventory filed
Conversion of Assets Without Gain or Loss
Withdrawal of $2,000.Deposited at Interest
in Mellon Bank $2,000.00
Carrying value 2,000.00
Withdrawal of $4,000.Deposited at Interest
in Mellon Bank $4,000.00
Carrying value 4,000.00
Temporary Deposits
$6,000.Deposited at Interest in Mellon Bank
Cash expended in temporary deposits
Administrative Expenses
Commonwealth of Pennsylvania,Bureau of Vital
Statistics:One death certificate
Family Exemption
Willard J.Stevens:
1964 Ford Convertible delivered
19
19
15
17
1967
Apr.
1968
June 26
1967
Apr.20
1967
Nov.
1967
Mar.23
1967
Mar.
- 3 -
1967
Apr.20
20
20
Sept.28
BROUGHT FORWARD
Washington County Reports:Legal advertising
Observer:Legal.advertisement -No charge
Pennsylvania Department of Revenue:
Duplicate title for 1962 Ford Sedan
J.C.McCleery:Appraisal of residence
$7 00
12 50
000 00
1 00
50 00
$1,000 00
Internal Revenue Service:
Income tax on profits for year ending 9/30/67 32 59
Oct.
1968
Jan.
16
15 Register of Wills,Washington County,
Court costs,as follows:.
3/23/67 Five short certificates
4/20/67 Grant of letters an!i
six short certificates
Filing widower's election
11/16/67 Filing inventory
1/15/68 One certified copy of Will
Pa.:
$5.00
20.50
2.50
18.00 .
9.50 55 50
July 16
1967
Apr.20
20
Mellon National Bank and Trust Company:
Accountant's compensation,as follows:
12/21/67 Payment on account $2,025.00
7/16/68 Payment in full 2,627.92
Preferred Debts
Ralph E.Piatt Funeral Home:Funeral expenses
The Washington Cemetery:
Payment for Lot No~129 Section 4
4 652 92
$1,623 50
567 30
4,811 51
Aug.9 Kurtz Monument Company:Grave marker 125 00 2,315 80
1967
Apr.27
Other Debts
Mellon National Bank and Trust Company,
Washington Office:
3/31/67 Interest on $1,000.
loan to 3/1/67 $4.67
4/27/67 Payment in full of
note dated 4/26/66 1,000.00 1,004 67
1967
May 16
Other Taxes
Josephine Douglas,Register of Wills,
Washington County,Pa.:Payment on account of
Pennsylvania Inheritance Tax,being 2%
on $75,000.00 $1,500.00
Less 5%discount 75.00 $1,425 00
1968
Jan.12 Internal Revenue Service:Payment"in full of
Federal Estate Tax,per Return Form 706 filed
- 4 -
255 73 1 680 73
$10,812 71
SCHEDULE ''B''
INCOME-PERSONALTY
Receipts
Dividends
American Telephone and Telegraph Company,Capital
572 shares Paid 4/1/67 $314.60
510 shares 7/1/67 to 7/1/68 1,479.00
General Motors Corporation,Common
307 shares 6/10/67 to 6/10/68
Gulf Oil Corporation,Capital
400 shares 6/8/67 to 6/10/68
Interest-Temporary Deposits
Deposited at Interest in Mellon Bank
Interest received during the period
4/20/67 to 6/26/68
$1,793 60
1,504 30
1 300 00 $4,597 90
243 '07
1968
June 3
Misce llaneous :
Treasurer of the United States:
Refund of 1967 Joint Income Tax
Paid to Willard J.Stevens 6/3/68
Disbursements
- 5 -
$306.73
306.73 000 00
$4,840 97
$9 67
228 47
242 as
$480 19
EXHIBIT NO.1
Payments on account of distributive shares:
PRINCIPAL-PERSONALTY
Willard J.Stevens,Residuary Legatee:
Advancements on account of distribution
under Paragraph 2 (a)of the Will,as follows:
1966 Rambler Convertible delivered 3/23/67
Inventory value
1962 Ford Sedan delivered 4/4/67
Inventory value
- 6 -
$1,700.00
550.00 $2,250.00
\
,I
I
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 more than six months
have elapsed from the date of grant of letters and from the date of the
first complete advertisement of grant of letters testamentary,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.
~Officer
Sworn to and subscribed
before me this !fd day
o f __-"'"1'r='Q,,---;t~fA~A.D.1968tr~
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 Compan~
Trust Ofhcer
.--------------------~~-------~----~---------------------------------......,
Washington County Reports
~~~'M~~~M-ft££.T
Washington,Pennsylvania
(PUBI.ISHED 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 WASHINGTONt 88
STATE OF PENNSYLVANIA ( •
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
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 of 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:
....M~!:.(*J§.1.~.~.1...}.g.1...).~§.Z .
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
,ill,'ffid'~~"d&?~::~_
~Ed."":~~:~':=:_''.i:::,i96_....
.....1 ..'..~_..--..LJ.'otary Public
KATHE·RINE C.YARD,Notaryl lie
Washington,Washington Co.,Pa,
My Commission Expires
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 t'hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • •e ••0 •••••••••
STEVENS,MARGARET A.,Dec'd.
Late of Borough of East Washington,
Washington County,Penna.Executor:Mellon National Bank andTrustCompany,40 S.Main Street,
Washington,Penna.
Attorneys:Schmidt &Allison,Wash-ington Trust Bldg.,Washington,Pa.
THE WASHINGTON REPORTER
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929,
P.L.1784,Paragraph 3,Sub-paragraph 25,as amended.
Commonwealth of Pennsylvania,County of Washington,55:.
Personally.appeared before me,a Notary Public in and for said County
and State,lam..e.s.~.It•.••~.YQJL ,,who being duly sworn
according to I~W,deposes and says that he is the..¥..~.~....Y.!~.~.:':'.~.~~.~..•
of the Observer Publishing Company,a Pennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Washington Reporter,established August 15,1808,a daily newspaper
of general ciruclation,printed and published and having its place of
business at Washington,Washington County,Pennsylvania,where it has
been established and published continuously 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 advertisement,exactly as printed or published
in the Washington Reporter in its regular issue or issues on the following
date or dates;M~.r.~h lQ J.7..~.~~.L.?4..,J9..6.7..
that neither the affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all f the allega-
~:~~.thi.affidavit a:t~::::ndI=t.,o'~::..a....~~io_n .....
Sworn to and subscribed before me this....2.4.day of....M.a.r..~.b....1..9..Q7~~M~~~~T
WASHINGTON,rIA:iIlNGTON reVri7Y
MY COMMISSiON tXPlRES MAY 6,1968
EXEcuTOR:;SNOTICE--....·"
Estate of MAR GAR ETA.
STEVENS,deceased,late of Bor.ough of East Washington,Washing.ton County,Pa..
Letters testamentary upon the
above estate having been granted 'to
the undersigned,notice is herebygiventothoseindebtedtheretoto
make immediate payment and tothosehavingclaimsordemands.to
present them for settlement.lI-IeIlon National Bank and Trust
Company,Executor of Estate.of
Margaret A.Stevens,Deceased4nSouthMainStreet,
Washington,Fa.Schmidt &Allison,Attorneys,
WaShington Trust Bldg.,IWashington,Pa.
.28062.Fri.~t!
lin tqt (@rpquns'QIuurt of lIIusQington QIuuntl!
In the matter of the Audit of Account in
Estate of,__M_A_R_G_A_R_E_T_A_'o_S_T_E_V_E_N_S...o.'__1
DECEASED
TO THE AUDITING JUDGE:
No.978 ,_~_o_f-,--,19_6_8_,A.A.
Enter o_u_r ,appearance for M_E_L_L_O_N_N_A_T_IO_N_A_,_L_B_A_:N_K_A_N_D_T_R_U_S_T_
COMPANY,Accountant
SC~T'ALLISOJ/&.,TOWNSENDBY~~
1 h day of September ,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,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
978 of 1968,A.A.No.,, _
In re Audit of Account in Estate of
MARGARET A.STEVENS,
DECEASED
AUDIT
Jrartipr fnr !\pprarantr
FOR
MELLON NATIONAL BANK AND
TRUST COMPANY,Accountant
Schmidt,Allison &Townsend
Attorney
~2
:1Jn tqe (@rpquus'<tIanrt af Busqiugtan <t1annty
In the matter of the__..Ein~1.0.UQ_E.tD£L .
Account of .M.E?U9.Q_.~~t.tg_"9:~tJ?9:D_li.9.-.'Qg.
.,T~~_:?J._g_Qm:P.§'_lf.Y.)_..~.~§_<;_~tQX ..__. . .
ESTATE OF
___M_~r.g_~~~~_b:.._..§~~~~.~~)_._.
Deceased.
No.__9.7.B Of 19.6.8 ,~
ADJUDICATION AND DECREE
And now .Q~_~?~_~_~~~,19 ~~_,this matter came on for hearing,
audit and distribution at this session and testimonyh;ken;and thereupon,upon due consideration
th8reo~~he,fglance for distribution in the hands of the Accountant is determined to be$__JL.B_~and the account is accordingly confirmed;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 flied
sec.reg.or an appeal be taken herefrom sec.leg.
54.15
89.75
Balance _
Additional credit asked at audit
Balance per account ,_
Additional debit asked at audit
~..----L-·~·-a
..__.._.___.-..,L__9J.(..lLCdA.:..£J ~
.~(.
SCHEDULE OF DISTRIBUTION .
Deduct Clerk's Costs &Receipts._71.50
181.01
Attorney .s_c_hmid_t~--Al1i;;;-o-n-.&.-TQwJls_end _
Russell Marino,Agent,transfer inheritance tax,$176.29
Interest from 5-23-68 to 11-4-68 4.78
Willard J ..Stevens,husband,1/3 residue,including cast,
a 1966 Rambler Convertible;a 1962 Ford Sedan;168
shares American Telephone and Telegraph Company
capital stock valued at $9828.00;44 shares Duquesne Oi
Corp.capital stock at $1.00;102 shares General Motors
Corp.common stock at $7509.76;132 shares Gulf Oil
Corp.capital stock at $8431.50;6 shares George
Washington Hotel Corp.capital stock at $72.00;held in
kind and distributed as such at the value as shown,per
election filed,28868.98
Jonathan Edwin Allison Stevens,son,2/9 residue,
including cash,112 shares American Telephone and Tele-
graph Co.capital stbck at $6552.00;68 shares General
Motors Corp.common stock valued at $5006.50;88 sharE s
Gulf Oil Corp.Capital stock $5621.00;4 shares George
Washington Hotel Corp.capital $48.00;held in kind and
distributed as such at the value as shown,per election
filed,19245.99
Mellon National Bank &Trust Co.,Testamentary Truste~
under the terms of the will,for Jane Stevens,a daughter,
and Joan Stevens,a daughter,minors,4/9 residue,
including cash and 224 shares capital stock of American
Telephone and Telegraph Company stock at $13104.00;
136 shares common stock of General Motors Corp.at
$10013.00;176 shares capital stock of Gulf Oil Corp.
stock at $11242.00;8 shares capital stock of George
Washington Hotel Corp.at $96.00;held in kind and
distributed as such at the value as shown,per election
filed,38491.97
I No balance
;,'G<',-'.,
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9
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/
IN THE ORPHANS·COURT OF WASHINGTON COUNTY,PENNA.
IN RE:·ESTATE OF MARGARET
A.STEVENS,
DECEASED
I
I
ELECTION TO TAKE IN KIND
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
It WILLARD J.STEVENS,residuary legatee under Article
2 (a)of the Will of Margaret A.Stevens,Deceased,do hereby elect and agree to
accept in kind upon distribution the following securities owned by the said Margaret
A.Stevens together with any stock dividends and splits thereon.
168 shares American Telephone &Teleg:t:aph Company,
Capital $9,828.00
44 shares Duquesne Oil Corporation,Delaware,
Capital 'f,'L 00
102 shares General Motors Corporation,Common 7,509.76
132 shares Gulf Oil Corporation,Capital 8,431.50
6 shares George Washington Hotel Corporation,Pa.
Capital 72.00 $25,842.26
and request Your Honorable Court to award said securities to me at their inventory
values on the Decree of Distribution to be entered in the above entitled estate.
DATED this )....3 day of August,1968.-----
\ \\..~.1".0
__~_'\.J-X_"'___~___:_--->,r_T_---__--(SEAL}
WITNESS:
..
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PA.
IN RE:.ESTATE OF MARGARET I
A.STEVENS,I
DECEASED I
ELECTION TO TAKE IN KIND
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
MELLON NATIONAL BANK AND TRUST COMPANY,Trustee
under Article 2 (b)of the Will of Margaret A.Stevens,Deceased,does hereby
elect and agree to accept in kind upon distribution the following securities owned
by the said Margaret A.'Stevens together with any stock div~dends and splits there-
on.
American Telephone &Telegraph COITlpany
224 shares,Capital
General Motors Corporation
136 shares,C OITlITlon
Gulf Oil Corporation
176 shares,Capital
George Washington Hotel Corporation,Pa.
8 shares,Capital
$13,104.00
10,013.00
11,242.00
__...:....96_._0_0 $34,455.00
and request Your Honorable Court to award said securities to it at their inventory
values on the Decree of Distribution to be entered in the above entitled estate.
WITNESS:
DATED this :307:..£.day of August,1968.
Mellon National Bank and Trust COITlpany
By:flWtl.tJrW---
Trust Officer
Trustee u/w of Margaret Stevens
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
IN RE:ESTATE OF MARGARET I
A.STEVENS,I
DECEASED I
ELECTION TO TAKE :EN KIND
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,JONATHAN EDWIN ALLISON STEVENS,residuary legatee
under Article 2 (b)of the Will of Margaret A.Stevens,Deceased,do hereby elect
and agree to accept in kind upon distribution the following securities owned by the
said Margaret A.Stevens together with any stock dividends and splits thereon.
112 shares American Telephone &Telegraph Compa~y,
Capital $6,552.00
68 shares General Motors Corporation,Common 5 006 50,.
88 shares Gulf Oil Corporation,Capital 5,621.00
4 shares George Washington Hotel Corporation,Pa.48.00 $17,227.50
Capital
and request Your Honorable Court to award said securities to me at their inventory
values on the Decree of Distribution to be entered in the above entitled estate.
DATED this .!2~day of August,1968.
WITNESS:
/'-....:-._..".---,...--------"-----------------------------....;,
IN THE MATTER OF THE ESTATE OF
Margaret A.Stevens
DECEASED:
}
'.
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
NO.-----L9J-7.....8L--'-'-o......f 1......9'--'6+'8"---=1-4 _
J
KNOW ALL MEN BY THESE PRESENTS.THAT_-----"I'-'-,--"J'--'o~n:.=a=t::::ha~n~E=d'__'w"__l"_'·n""_'A"_"'_"l""l_"'_i"'-s_"'o'_"n"'____"S"_'t'-"e"--v"-e""-"'n.....sL-_
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NIITIONIIL BANK AND TRUST COMPANY__.....E....."x....e~c........lJ...t...O.Lr.L__
OF THE ESTATE of ~M~a~r~g~a~r~e~t_A~.~::::S~t~e~v~e~n~s~DECEASED.THE SUM OF
Nineteen Thousand Two Hundred Forty-Five and 99/100------($19.245.99----)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.-=--9_7_8_o_f_1-=--9_6_8 _
WITNESS MY HAND AND SEAL THIS__c..:..:3=,./<--DAY OF ~19..6...&:-.
W.8282
Securities
Cash
$17,227.50
2,018.49
--7f:t\J~~'C#!L<~~~~~#u:..~~~,--AM.:U.!&Ar&:;L..~
Jonathan Edwin Allison Stevens \.~
,NO.978 of 1968
ORPHANS'COURT .)
ESTATE OF
.J
Margaret A.Stevens
L
DOCKET U1 PAGE,_
('i
r1
I !
I-'l n~-.,
:"L_
I ~•RE:CEIP;r:.:
--'
C'
.-['~.~
c ..:...
..,
FROM
.
./
I
,
Jonathan Edwin Allison Stevens
TO
Mellon National Bank and Trust
C ornpany.Executor
FILED 19__
l
J
IN THE MATTER OF THE ESTATE OF }
Margaret A.Stevens .
~--
DECEASED:
.~
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
978 of 1968NO.----------------,--------.J---------
KNOW ALL M EN BY THESE PRESENTS,THAT--'I..,.,--'W~i_"'_ll""a"""'_r_"'d'----"'J'_'.~S"_'t"_'e"__v.L_"'e_"'n""s'_'.O___
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy__-=E=:x==e:....:c"-u=t.=..o=r _
Margaret A.StevensOFTHEESTATEOF---'---_----'_"------c DECEASED,THE SUM OF
Twenty-Eight Thousand Eight Hundred Sixty-Eight and 98/100--28 868 98----....=-__--'---_-----'''-----=-($,._I DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No.__----=9_7_8_o_f_1_9_6_8 ,
WITNESS MY HAND AND SEAL THIS ..:3).4/DAYOF ()~19~.
w"....&%€~
Securities $2 ,.842.26
1966 Rambler -advanced ~J 700.00
1962 Ford -advanced 550.00
Cash 776.72
~\.~
W.!282 $28,868.98
.'
~NO.978 of 1968,
•~._.
//
ORPHANS'COURT
ESTATE OF
MarQaret A.Stevens
"
DOCKET ~~PAGE _
PI
(I")
(Y')0-1c.:=J ::.I
:::--:(:'-,:
i ,I RECEIPT..;"·_...-'"./."'u
..:!~.-.:...--_-.j ,~...~-L7 .w
,_......~FROM 'f'{,:;
(>1-~_F~~,:3
'-C
C),(,~
Wlllard J.~Stevens
TO
'.,,",
"
,'.
.t-o
i
"
.J
,
')'.I
,.,
Mellon National Bank and 'Trust,
Company,Executor I i /
FILED •19_,_
~.....-
IN THE MATTER OF THE ESTATE OF
Margaret A.Stevens
DECEASED:
}
I
IN THE ORPHANS'COURT IN AND FOR WASHINGTO~COUNTY.PENNA.
978 of 1968NO.---'
Mellon National Bank &:Trust Co.,_Testamentary
KNOW ALL MEN BY THESE PRESENTS.THAT Trustee u/w for Jane Stevens and Joan Stevens,mi ors
es
DO/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy_-----'E=x-=-e-=---=c'-'u=-t=--o=-r=-'---_
OF THE ESTATE OF----,------JlI~Alia~r"'g~ai.-rl'-€e:.lt.-4~A"_....-S~t.t:e:..'l'~Te;:,nlU:Si__DECEASED.THE SUM OF
Thirty-Eight Thousand Four Hundred Ninety-One and 97/100--:{$38,491.97----)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
978 of 1968ATNO.,
WITNESS MY HAND AND SEAL THIS 4d DAY OF v;;Jpf..4,'0~9 68,-----'-~"'-------MftlOn Nat'l Bk.&:'I'r1.Ult Co.,
U~/7~Tr~stee u~for ~~ye Stevens &:W<TN",!-~,IjL -B~~orV~{)J tJtL
Securities ~V~rustOfficer
Principal Cash 2,098.85
Income Cash 1,938.12
W.8282
Testamentary
Joan Stevens,
.1 .j
NO.978 of 1968 ---'
"
ORPHANS'COURT
>
ESTATE OF
Margaret A.Stevens
I.\
.-"-c:
r)
I f
!..l!
r0
DOCKET ••PAGE~,.--_
(/)fY"I 0_1
~• - J
--
I,_'_'--RECEIPT""
--(f).,.;t,,).•:.:>--_.
FROM l .u:
Mellon Nat'l BK.&Tr.Co.,
Testamentary ,Trustee u/w for
Jt;ttle Stevens and Joan Stevens,
minors ,;--:
TO
Mellon National Bank and 'Trust
Companv.Executor
FILED 19__
.~
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
RE:ESTATE OF
.MARGARET A.STEVENS,
DECEASED
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID GOURT:
I,WILLARD J.STEVENS,legatee under Paragraph 2 (a)of the Will
.of MARGARET A.STEVENS,'Deceased,hereby acknowledge to have received from
Mellon National Bank and Trust Company,Executor of the Estate of MargaretA.
Stevens,Deceased,the following at the appraised value set opposite thereto:
J
1966 Rambler Convertible $1,700.00
and request Your Honorable Court to charge same to me in the Decree of Distribu-
tion to be entered in .said Estate.
In consideration of this advancement being made prior to the filing and
audit of a First and Final Account,I hereby agree to refund on demand,all or
any part of this advancement,or the value thereof,which may be determined to
have been improperly made.
DATED this ,~~day of ~tu.JA.,1967.
WITNESS:
IN THE ORPHANSI COURT OF WASHINGTON COUNTY ,PENNSYLVANIA
RE:ESTATE OF
MARGARET A.STEVENSI
DECEASED
(
)
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,WILLARD J.STEVENS,legatee under Paragraph 2 (a)of the Will
of MARGARET A.STEVENS,Deceased,hereby acknowledge to have received from
Mellon National Bank.and Trust Company,Executor of the Estate of Margaret A.
Stevens,Deceased,the following at the appraised value set opposite thereto:
1962 Ford Sedan $550.00
and request Your Honorable Court to charge same to me in the Decree of Distribu-
tion to be entered in said Estate.
In consideration of this advancement being made prior to the filing and
audit of a First and Final Account,I hereby agree to refund on demand,all or any
part of this advancement,or the value thereof,which may be determined to have
been improperly made.
DATED this 27th day of March ,1967.--;...;.;;,;;~-----~~~---
WITNESS:
Form RCC·10
IOFFICE OF THE
REGISTER OF WILLS
pF Washington COUNTYAer.ENT O~THE CO"'lMO.NWIiALTH
~,#YJtI~/~':(
STATEMENT OF DEBTS
AND DEDUCTIONS
j
b,.oem..ALLOW'.7;g,r{~f
THE SUM OF $"'hh'~'?"hh"''''''''''''''''''/h
..........J:...=.!.?=ff....
ESTATE OF Margaret A.Stevens LATE OF Washington,Pennsylvania
J-.f-&J
DATE OF FILING APPRAISEMENT Fe"]n'llwPY 39.19G5DAU OF DEATH February 23.1967
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH,""
J.7{I
Mar.23 Family Exemption:Willard J .•~tevens:1964 Ford Conv.deliverE d 1,000 00
Commonwealth of Pennsylvania,Bureau of Vital Statistics:
0017Onedeathcertificate1
Pennsylvania Department of Re,enue:Fee for transfer of titles
28 on the foUowinQ":1966 Rambler Convertil::ie
1964 Ford COl yertlble
1962 Ford Sedan 6 00
Apr.20 Washington County Reports:L.e gal advertising 12 50
20 Observer Publishing Company:Legal advertising -no charge 0 00.._~
Pennsylvania Department ofRe~enue:Duplicate title for 1962
20 Ford Sedan 1 00
Sept.28 J.C.McCleery:Appraisal of I esidence 50 00
19ti8 Register of Wills ,Washington C ounty,Pa:Court costs as follows:
.T;:lT'f 11:)3/23/67 Five short certificate6 $5.00
4/20/67 Grant of letters and s "x short certiflcates 20.50
FilinQ"widower's elec ion 2 50
1J./J.bl b1 Filing inventory 18.00
1/11:)/6R OnE>"r."-,conv of Will q ~()~~I:)()
Mellon National Bank and Trust Company:Accountant's compen-
Julv 16 sation as follows:,
1~~21l67 Payment on account $2,025.00
4,652716/68 Pavment in full 2,627.92 92
4 VI
Apr.20 RalphE.Piatt Fune ra1 Home:;"uneral expens es 1,623 50
20 The WashinQ"ton Cemeterv:Payment for Lot No.129 Section 4 567 30
Aug.9 Kurtz Monument Company:Grave marker 125 00
An,.7.7 1v)ell~6'National Bank ~nd Trust Compa/I]Washing1n Office:~31 )7-T ston 1000 Ie an to 3 67 4.67
4/27/67 Payment in full of not :l dated 4/26/66 1,000.00 1,004 67
All security transactions are sh)wn as .net.Accountant requests
deduction for brokerage charges in the amount of 51 85
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A'_fl,i --l )p~L)t£~~D -.£,//7/S'-O
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COMMONWEALTH OF PENNSYLVANIA }
W h "ss:_.COUNTY OF as lngton _
I,Arlie W.Ott,Trust Officer,Mellon National Bank and TltHt~Y~~~~~¥.¥AT.TO THE BEaT OF
MY kNOWLEDGE AND BELIEF,THE FOREGOING IS AJUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENS!l!I 0.-
ADMINISTRATION SUBMITTED TO THE ESTATE OF Margaret A.Stevens DECEASED.AS DEDUCTIONliI FOR
'NN'R'TANCE TAX PU""""...tJit.-&<J._0/----:-.'L 5.'
SWORN AND SUBSCRIBaD BEFORE MI:THIS 74AC DAY OF Trust Officer~t .-c;itl.~_?no 71&xV ~