HomeMy WebLinkAboutOC1968-1043 - ESTATE OF MILLERFonn RC£-2
.......................?~.~.~.~..~.~....?.~......~.?.§?.............COMMONWEALTH OF PENNSYLVANIA DATE
DEPARTMENT OF REVENUE •,.•j~RESIDENT INHERITANCE TAX .................!l.~.~.~.i.:?~.?..~..........................COUNTYBUREAUOFCOUNTYCOLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•...............??~.?::::~??.............................................
Whereas,.............................Lenor.a....J.•...Mill.e.r.................................................................late of .......................w~~.h~~~!1 .................................................
in the County of ..............................W~.f3.p..IDgt.9..n .......................................,................................Commonwealth of Pennsylvania,having died on
the ......................J+....~:t......................................................day of ..............~:u.:~~.~...........................................66 seized and possessed of estate19............,an
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................W.!..g.~....G.oo.n~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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
SUPPLEMENTAL APPRAISEMENT $
PERSONALTY:
AftJer discovered asset 1,335 73
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Total 1,335 73
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form~v~~hb::::~~w<>l"Il~~;:"I~~:~;o~er~~~r;i~ffiS~~
h Appraiser
..................,..........................................................................................................................................
(ber and Street)
t:2 "-;i'&--;;1(/
Coullty
::)UPl LM·lliNTAL APPH.iIb.c;h~.INT
WASHINGTON..........•...................•..............•.
UrtlGh•.h.L r'lLJ....l)February ~,1967
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~ORA J.MILlJili.........................
Deceased.
Late of
...WN3.:t!::r:.NGTQN .
Date of Death,.!\JJ~§t 31,..1.966 ..
Appraisement Docket Vol.,.??..
Page,??$~7.No 9.3..A9~1..97..
Filed ill Register's Office,$~Pt..L.J.,19.Qe..
Am.ount of tax due,~;.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal f1'om Appraisement,.
Entered and charged,
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 13th day of September A.D.19 66 ,before me,
Josephine M.Douglas ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of Lenora J.Miller
late of the City of Washington in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Roy S.Horne,Andrew E.Knestrick and I.N.Dundore
the Executor s in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Roy S.Horne,Andrew E.Knestrick and I.H.Dundore
committing unto them the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring them
.to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
"'days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this thirteenth
day of September in the year of our Lord one thousand
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I,LENORA J.MILLER,of the City of Washington,Washington County,
Pennsylvania,do make this,my Last Will and Testament,hereb,y revoking in
full aQY and all Wills heretofore made by me:
FIRST:I direct my Executors,hereinafter named,to pay n&fun-
eral and burial expenses;and my just debts.
SECOND:I give and be.queath the sum of Two Thousand ($2,odo.00)
Dollars to my grandson,PALMER ADAIR MILES,to be ,his,absolutely,forever."
THIRD:I give and bequeath the sum of Two Thousand ($2,000.00)
Dollars to my grandson's wife,ROSE MILES,to be hers,absolutely,forever.
FOURTH:I give and bequeath my diamond ring formerly owned by
my daughter,EDETH,to my great-granddaughter,SHEILA LEE MILES,to be hers,
absolutely,forever.
FIFTH:My diamond ring given to me by my husband,HARRY G.
MILLER,I give and bequeath to my niece,SARAH DUNDORE.
SIXTH:I give and bequeath the sum of One Thousand ($1,000.00)
Dollars to the Orphans Home and Farm School of the Evangelioal Lutheran Church,
for the use of the Lutherans Orphans Home,at Zelionople,Pennsylvania.
SEVENTH:I give and bequeath the Sum of One Thousand ($1,000.00
Dollars to The Old Peoples Home of the Pittsburgh Synod of the Evangelical
Lutheran Church,at Zelionople~Pennsylvania.
EIGHTH:I give and~'bequeath the sum of Five Hundred ($500.00)
Dollars to the Endowment Fund of the Bethlehem Lutheran Cemetery,.at Glyde,
North Bethlehem Townsp.ip,Washington County,Pennsylvania.
NINTH:~I give and bequeath the sum of One Thousand (.(~1,000.00)
,Dollars to the First Lutheran Church of Washington,Pennsylvania,to'be used
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for reduction of the principal of the debt of the said church if there is any
indebtedness,owing by it at the time of my death;if the said church has no
indebtedness at the time of my death the bequest here given may be used for any
necessary church purpose.
TENTH:I give and bequeath the sum of THIRTY THOUSAND ($30,000.0)
Dollars or,as shall be decided in the discretion of my trustee,so much of my
property as has a value of Thirty Thousand ($30,000.00)Dollars (or has a value
slightly in excess of Thirty Thousand ($30,000.00)Dollars to the extent that
it is necessar,y to exceed Thirty Thousand ($30,000.00)Dollars in order to
constitute whole shares of any stock selected by my trustee without any divisio
of the shares)in trust,neve~theless,for th~following uses and purposes:
(-6.)The trustee shall pay the ne.t income therefrom,quarter
annuaJ,ly,after the payment of any expenses properly chargeable to income in
the administration of the trust,to my grandson and his wife,PALMER ADAIR MILES
and ROSE MILES,as tenants by the entireties,for and during the natural life
of each and for and during the natural life of the survivor,or until the said
PALMER ADAIR MILES shall have reached the age of sixty (60)years and'the'said
ROSE MILES shall have reached the age of fifty-seven (57)years.
(b)When my said grandson,PALMER ADAIR MILES,shall have
arrived at the age of sixty (60)years,the trustee shall pay to my said
grandson Eight Thousand ($8,000.00)Dollars of the principal of the said trust.
(c)When the wife of my said grandson,ROSE MILES,shall
have arrived at the age of fifty-seven (57)years,the trustee shall pay to
the said ROSE MILES Eight Thousand ($8,000.00)Dollars of the principal of the
said trust.
(d)When my great:-'granddaughter,SHEILA LEE MILES,shall
have arrived a.t the age of twenty-one (21)years,the trustee shall pay to the
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said great-granddaughter Seven Thousand ($7,000.00)Dollars of the principal
of the said trust.
(e)When my great-grandson,DOUGLAS EDWARD MILES,shall
have arrived at the age of twenty-one (21)years,the trustee shall pay to the
~aid great-grandson the balance of the principal of the said trust.
(f)In the event ,that my grandson,PALMER ADAIR MILES,
shall,by reason of illn~ss or accident causing bodily injury,be unable to
maintain himself and his family in the manner to which he has become accustomed
I aut~orize and direct my trustee to employ such portion of the principal of
the trust,after the net income therefrom has been exhausted,as is necessary
to maintain my grandson and his family in the manner to which they have become
accustomed.My trustee shall not be limited,in such event of illness or
accident,to the use of that portion of the principal which is hereinabove
bequeathed to my grandson,.but m~,in his discretion,use any portion or all
of the principal,although b.Y such use the principal shall be diminished to ,
such an extent that the full amount of the legacies above set forth cannot be
paid.In the event that the trustee has 'reduced the principal pursuant to the
authority of this sub-paragraph of my Will to such an extent that the legacies
above set forth cannot be paid in full,the said legacies set forth in Sub-
paragraphs,(b),(c),(d),and (e)shall abate proportionately.
(g)The right of the beneficiaries of this trust,PALMER
ADAIR MILES,ROSE MILES,SHEILA LEE MILES,and DOUGLAS EDWARD MILES,to the
income and principal of the trust shall not be subject to assignment,alien-
ation,pledge,attachment,or the claims of the creditors of any of them.
(h)In the event that my grandson,PALMER ADAIR MILES,
should die at any time before arriving at the age of sixty (60)years,the
legacy hereinabove made to him shall be paid to his wife,ROSE ~ITLES,when she
reaches the age of fifty-seven (57)years.
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(i)In the event that my grandson's wife,ROSE MILES,
should die at any time before arriving at the age of fifty-seven (57)years,
the legacy hereinabove made to her shall be paid equally-to her children,
SHEILA LEE MILES and DOUGLAS EDWARD MILES,when each reaches the age of twenty-
one (21)years.
(j)In the event that my said grandson and my said grand-
,.son's wife should both die at any time before arriving at the ages at which a
distribution of principal is to be made,their share of the principal shall be
added to the principal to be paid to their children,SHEILA LEE MILES and
DOUGLAS EDWARD MILES,and divided equally between them and paid to each when
he or she has arrived at the ~ge of twenty-one (21)years.
(k)In the event that the said PALMER ADAIR MILES and
ROSE MILES should both have predeceased me,and one of their'chi1dren,.SHEILA
LEE MILES or DOUGLAS EDWARD MILES,should also predecease.me the whole of the
principal shall be paid to my surviving great-grandchild when he or she shall
have arrived at the age of twenty-one (21)years.
(1)In the event that none of the primary beneficiaries
of this trust,PALMER ADAIR MILES,'ROSE MILES,SHEILA LEE MILES,or DOUGLAS.
EDWARD MILE'S shall survive me,I authorize and direct the trustee to dispose
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o~the principal of the said trust in the same manner as the residue of my.
estate is disposed of in Paragraph TWELFTH of this,my Last Will and Testament.
(m)The trustee shall have the power to retain in kind,
Unconverted,the securities which shall form my estate at the time of my death,
as well as any property into which the same or any part thereof may be con-
verted by reason of any reorganization,recapitalization,merger,liquidation,
consolidation,exchange,or other transaction,irrespective of whether the
same are known as "legal investments"•
.(n)The trustee shall have'the right to invest and reinvestI
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the princip8.l .of the trust or any part~thereof in any kind of property~real
or personal,including,without limitation,mortgages or mortgage participation,
common trust funds,common stocks,preferred stocks,bonds,notes,or other
securities,regardless of whether the same are legal investments for trust
funds as now or hereafter defined by law,whether by statutory enactment,,
judicial decision,or otherwise.
(0)As to any portion of the principal which shall remain
after some portion has been paid out as has hereinabove been directed,I
direct row trustee to pay the net income ther.efrom,quarter-annually,to the
remaining beneficiaries thereof in that proportion in which they share the
remaining principal under the terms of this Will.
ELEVENTH:I direct row Executors,as soon after my death as
practicable,to sell;either at public sale or at private sale as in their
discretion seems best,my residence located at 13 Murtland Avenue,City of
Washington,Washington County,Pennsylvania,and all of row household furnish-
ings,equipment"and furniture.
THELFTH:All the rest,residue and remainder of row property,
whether re'al,personal,or mixed,of whatsoever nature or description,or
wheresoever situate,I give,devise,and bequeath unto the following niece and.
nephews,to be theirs,in equal shares,absolutely,forever:
Sarah Dundore,Brownsville,Pennsylvania;
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Andrew E.Knestrick,Washington,Pennsylvania;
Bernard C.Knestrick,Nashville,Tennessee;and
Gerald H.Knestrick,Somerville,New Jersey.
THIRTEENTH:I name,constitute,and appoint CORA CONKLE,of
Washington,Pennsylvania,and 1.N.DUNDORE,of Bro\ffisville,Pennsylvania,to
be Executors of this,,row Last Will and Testament;and,in the event that either
'of the said Executors should die,I grant unto the survivor full'power and,
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authority to act alone as ~Executor.
IN WITNESS WHEREOF,I,the said LENORA J.MILLER,have to this,~
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Last Will and Testament,set I'I\Y hand and seal,this ~Rrh d~of November,
A.D.,1961.
Signed,sealed,published,and declared by LENORA J.MILLER,the
testatrix above named,as and for her Last Will and Testament,in our presence,
who,in her presence,at ,her request,and in the presence of each other,have
hereunto subscribed our names as attesting witnesses.
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I,LENORA J.MILLER,of the City of Washington,
Washington County,Pennsylvania,do hereby make and publish th~
COdicil,to be added to my Last Will and Testament bearing date
the 28th day of November,1961"in the manner following,re-
pUblishing,however,my said Will of November 28,1961 except
as amended hereby:
I amend my said Will by adding a new paragraph,
to be designated Paragraph "NINTH (A)"which shall be as follows:
NINTH (A):I give and bequeath
the sum,of One Thousand ($1,000)Dollars to
,RUTH PATTERSON,'who used to he lp me around my
home,but is now a resident of Oil City,
Pennsylvania.'
I amend my said Will of November 28,1961,by
adding a'second new paragraph,to be desigriated Paragraph
"NINTH (B)"which shall be as follows:
•NINTH (B):I give and bequeath
my boy's wrist watch to my great grandson,
DOUGLAS EDWARD MILES~to be his,absolutely,
forever.
I amend the first paragraph of Paragraph "TENTH"
of my 'said Will of November 28,1961 to provide that the sum
of Forty Thousand ($40,000)Dollarsbedeposited in trust,instead
of Thirty Thousand ($~O,OOO)Dollars,so that the said first
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paragraph of Paragraph "TENTH"as amended by this Codicil shall
read as follows:
TENTH:I give and bequeath to
my executors hereinafter named,as trustee,
the sum of FORTY THOUSAND ($40,000)Dollars
or,as shall be decided in the discretion
of my trustee,so much of my property as'has
a value of Forty Thousand ($40,000)Dollars
(or has a value slightly in excess of Forty
Thousand ($40,000)Dollars to the extent that
it is necessary to exceed Forty Thousand
($40,000)Dollars in order to constitute
whole shares of anY,stock selected by my
trustee without any division of the shares)
in trust,n~vertheless,for the following
uses and purposes:
I "amend Paragraph "TENTH (b)"of my said Will of
November 28,1961 to provide that my grandson shall receiv~one-
fourth (1/4)of the principal of the trust,rather than Eight
Thousand ($S,OOO)Dollars"so that the said Paragraph "TEN~.fI (b)".
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as amended by this Codicil shall read as follows:
(b)When my grandson,Palmer Adair'
Miles,shall have arrived at the age of sixty,
(60)years,the trustee shall pay to my said
grandson one-fourth (1/4)of the principal of
the said trust.
I amend Paragraph "TENTH (c)"of my said Will of
November 28,1961 to provide that fue wife of my said grandson,
,ROSE MILES,shall receive one-fourth (1/4)of the principal of
the trust,rather than Eight Thousand ($8,000)Dollars,so that
the said Paragraph "TENTH (c)"as amended by this Codicil shall
read as follows,:
(c)When the wife of my said grandson,
Rose Miles,shall have arrived at the age of
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fifty-seven (57)yeari,the trustee shall
pay to the said Rose Miles one-fourth (1/4)
of the principal of the said trust.
I amend Paragr~'ph "TENTH (d)"of my said Will of
November 28,1961 to provide that my great-granddaughter,Sheila
Lee Miles,shall receive one-fourth (1/4)of the principal of
the trust,rather than Seven Thousand ($7,000)Dollars,so that
the said Paragraph "TENTH (d)"as amended by this Codicil shall
read'as follows:
(d)'When my great-granddaughter,
Sheila Lee Miles,shall have arrived at the
age 0 f ·twent y-0 ne (21)year s,the t r us tee
shall pay,to the said great-granddaughter
one-fourth (1/4)of the principal of the
said trust.'
I amend Paragraph "TENTH (e)"of my said Will of
November 28,1961 to provide that my great-grandson,Douglas
Ed~ard Miles,shall receive dne-fourth (1/4)of the principal of
the tr~st,rather than the balance of the principal of the said
trust,so that the,sai.d Paragraph "TENTH (e)"as amended by,this
Codicil shall read as follows:
(e)When my great-grandson,
Douglas Edward Miles,shall have arrived
at the age of twenty-one (21)years,the
trustee shall pay to the said great-grandson
the balance of the principal of the said
trust,being the remaining orie-fourth (1/4).,,.
I amend Paragraph "THIRTEENTH"of my said Will of
November 28,1961 by the appointment of I.N.Dundore,Roy S.
Horne,and Andrew E.Knestrick to be my executors instead of
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Cora Conkle and I.N.Dundore,so that the said Paragraph
"THIRTEENTH".as amended by this Codicil shall read.as follows:
THIRTEENTH:I name,constitute,
and appoint I.N.Dundore,of Brownsville,
'Pennsylvania,Roy S.Horne,of Houston,
Pennsylvania,and Andrew E.Knestrick,of
Washington,Pennsylvania,to be executors
of this,my Last Will and Testament;and,
in the event that any of the said executors
should die,I grant unto the survivor or
survivors full power and authority to act
as my executors;I direct that none of
my Executors be required to give a bond,
whether or not a resident of Pennsylvania.
IN WITNESS WHEREOF,I,the said LENORA J.MILLER,have
to this,A Codicil to My Last Will and Testament dated November
28,1961,set my hand and seal this "14 day of
1966.
A.D.t
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Signed,sealed,published,and declared by LENORA J.
MILLER,the Testatrix above named,as and for her Codi~il to her
Last Will and Testament dated November 28,1961,in our presence,
who,in her presence,at her request,and in the presence of each..
other,have hereunto subscribed our names as attesting witnesses.
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(!tounty of )lIlb15~ington \
P 11 b f h d . d h'Not ar y Pub1 i c . d f 'dersonay e ore me,t e un erslgne aut orlty,a ,m an or Sal
County and State,appeared ~.Q¥.§..~..JIQ¥.~~~OO~Li~~.~§.TIH.~.Kl who,being duly
sworn according to law,deposes and s;ys that·the y arelS t'rir-eX'ecutolE(J[~of the estate of
.....................~;J;;~Q~.!.\.J:..~M.I1.~~deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..J1.!:.p..9..!.'..?;~.~M.!.!..!.!:..!",
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's dea based upo 'u t appraisement of each
item made by the above named Executor s •Admi~orx
•' .Sworn and subscribed before me this•.!.7..~.~......1
~;~~~~!Nr~~~·~I~;~~i~~;i;~iU¥j~!liijl~:~~;~~··,...~..._..
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lJuu.rutnry auill\pprai5.rm.rut of the goods and chattels,rights and credits which
were of ~~9~.!.\~..~M~.~~.~..t late of !.~.~g.~.~.¥.~.~W.~.~.!?;.;.~.K!.~P...1 ..
Washington County,Pa.,taken and made in conformity with the abO"Ve affidavit.
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DOLLARS
PERSONALTY:
1.Demand Deposit,Mellon National Bank and Trust
Company,Washington Bran,ch 1,696 88
2.Savings Account,No.S-10363,First Federal Savings
and Loan Association of Washington,Pennsylvania 10,138 04
2a.Interest accrued on Item NO.2 at time of death 67 59
3.728 shares,capital stock,American Telephone and Tele-
graph Company @ 51 3/16 plus 55¢dividend (selling ex~
dividend on date of death;dividend payable October 1,
1966,to shareholders of record on September 1,1966)37,664 90
4.100 shares,common stOCk,Philadelphia Electric
Comp~ny @ 29 11/16 2,968 75
4a.Dividend on Item No.4 of 0.37 per share declared July
25,1966,payable September 29,1966,to holders of
record August 31,1966 37 00
CENTS
5 •28 sh ar.e!s ,common stock,Delmarva Power and Light
Company @ 22 5/8
6.100 shares,common stOCk,Richman Brothers Company,
Inc.,@ 30 1/4
7.100 share s,common stock,Standard Br and s,Inc.,
@ 29 5/16 plus 32~¢dividend (selling ex-dividend on
date of death;dividend payable September 15,1966,
to holders of record on August 15,1966)
8.220 shares,common stOCk,Duquesne Light Company @
28 3/16 plus 37~¢dividend (selling ex-dividend on
date of death;dividend payable October 1,1966,to
holders of record on September 2,1966)
633 50 .
3,025 00
2,963 75
6,283 75
9.121 shares,common stOCk,Columbia Gas System,Inc~,
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@ 24 13/16·
'iVo.50 shares,common stock,Cities Service Company @
47 15/16 plus 40¢dividend (selling ex-dividend on
date of death;dividend payable September 6,1966,
to holders of record on August 5,1966)
3,002'31
2,416 88
I11.
12.
200 shares,common stock,Sampson-Miller Associated
Company @ 25¢50 00
1190 shares,common stock,Allegheny power System,Inc.,
@ 22 7/16 plus 28~¢dividend (selling ex-dividend on
date of death;dividend payable September 30,1966,to
holders of record on September 2,1966)27,039 78
13.150 shares,common stock,Electric Storage Battery
Company @ 39 15/16 plus 50¢dividend (selling ex-
dividend on date of death;dividend payable Sept-
ember 15,1966,to holders of record on August 16,
1966)6,065'63
14.100 shares,common stOCk,General Motors Corporation
@ 73 1/16 plus 85¢dividend (selling ex-dividend on
date of death;dividend payable September 10,1966,to
holders of record August 11,1966),7,391,25
l~.100 shares,capital stOCk,Lone Star Gas Company @
19 5/16 plus 28¢dividend (selling ex-dividend on
date of death;dividend payable September 12,1966,
to holders of record August 26,1966)
16.'24 share s,common s to ck,Publ ic Service Electric an.d
Gas Company @ 28 1/4 plus 36~¢dividend (selling ex-
dividend on date of death;dividend payable September
30,1966,to holders of record August 31,1966)
17.200 shares,common stock,Pennzoil Company @ 75
17a.Dividend on Item No.17 of 0.37 per share declared July
25,1966,payable September 29,1966,to holders of
record August 31,1966
1,959 25
686 76
15,000 00
74 ·00
18.268 shares,common stock,Delaware Fund,Inc.,@ 14.58 3,897 '24
l8a.Dividend on Item No.18 of 0.125 per share declared
JUly 2~1966,and paid on September 15,1966,to
holders of record August 29,1966
19.Balance due on Article of Agreement for sale of realty
to Charles E.Knestrick and Ruth E.Knestrick,Lot No.
12,Braden and Miller Addition,Third Ward,City of
Washington,Washington County,Pennsylvania,dated
July 22,1958,original sale price $16,000.00
'.20.Diamond Ring formerly owned by decedent's daughter
Edith
21.Diamond Ring given to decedent by husband
22.Boy's Elgin Wrist Watch
33 50
7 ,570 1.95
10000
100 00
10 00
/If 23.HousehOld furnishings and eq1J.ipment and personal effects:
In Kitchenl
Table;3 Chairs,Gas Stove,Preference;General
Electric 8 cubic foot Refrigerator;Rocking Chair;
Wooden StOOl;Cabinet;2 pair Curtains;Toaster;
General Electric Iron;Cooking Utensils;Tureen;
Assortment of Glasses;China;Silverware;Clock;
Mirror
.;
I '
,.
On porch next to Kitchen:
Glider;Step Ladder;2 StoOls;Mops;Electric
Sweeper;Ironing Board;Clothes Rack
Dining Room:
Walnut Dining Room Suite:Table.5 Straight
Chair sand 1 Arm Chair;China Cupboard;.BUffet;
Writing Desk;Rustic Planter;Oak Stand;9 x 12
Rug;Seth Thomas Clock;Table Linens;2 Occasional
Chairs;Lace Table Cloth;Chaise Lounge;Fruit
Center Piece;Motorola Table Radio;Tree Lamp;
3 Pictures;Mirror;1847 Rodgers Silverware:1 doz.
knives;1 doz.forks;1 doz.teaspoons;!doz.
tablespoons;1 doz.salad forks (2 patterns);
pickle fork;sugar spoon;butter knife;jelly
server;meat fork;gravy laille;2 soup spoons;and
2 novelty spoons
Contents of Dining Room Cupboard (Wall):
Limoges China--Bassett~6 Dinner Plates,oblong
tureen,round covered tureen.large and small meat
platters,gray bowl,2 vegetable dishes,4 cups,
3 saucers,12 salad plates;Round cake plate-~pansyr
Vegetable Dish--Bavarian;2 rose design cups and
saucers;20th Century Hapsburg Australia::6 soup
plates,2 cups,2 saucers;2 cups and saucers--Japan;
2 Vegetable Dishes--Modgeska Japan;2 cups and
saucers--gold rim;2 saucers--Germany;saucer;China
saucer;Maroon tidbit plate;6 dessert dishes-~Silesia;
Johnson Bros.--England:9 individual butter dishes;
glass basket;ceramic bird;glass cream and sugar;
2 7"painted plates;glass cup;glass shoe;pair glass
boots;pink vase;incense burner;6 gold rim glasses;
7 clear glasses;cut~glass pitcher;pink glass dish;
white vase;green glass vase;cut-glass dish;cut-glass
vase;crystal vase;vase with artificial roses;2 glass
ink wells;bud vase;crumb tray;yellow ceramic vase;
blue glass vase;blue ceramic vase;2 blue square vases J'
covered glass fruit bowl on stem;3 glass relish trays;
black relish tray;milk glass vase on stem;milk glass
vase;heavy glass ashtray;glass fruit bowl on stem;
large covered glass sugar bowl;Waterman's Pen;Sewing
Basket and contents;Nail Buffer and Polish;Chrome
Sail Boat;China Egg;4 Hot Pads;glass plate;green
glass tidbit plate;green glass cake plate;cake plate
Contents of China Closet:
8 sets salt and pepper shakers;Crumb Tray set;
miscellaneous china;cream and sugar sets;ruby
glassware
Living Room:
9 x 12 Rug;2 throw rugs to match;Davenport;2 lounge
chairs;Leather pull up chair;coffee table;oblong
and oval end tables;round occasional table;treadle
sewing machine;hassock;floor lamp;2 table lamps;
Seth Thomas Clock;flower stand;what-not shelf;2
pictures;mirror;cut-glass dish;pair glass dogs;
set of 3 glass swans;3 vases;pair china figurines--
Martha and George;brass vase;knick-knacks
Sun Parlor:
small rug to match living room rug;3 piece wicker
suite;metal lawn chair;oak stand;8 flower stands;
small table lamp;2 pictures
Back Bedroom::
3-piece bedroom suite--bed,vanity,and chest,
springs and mattress;cedar chest;fur coat and
fur piece;electric clock;mirror;magazine rack;
7 pict u res;rug (po0 r);c 10c ks ;tovel s and wash
cloths;pillow cases and sheets;sweaters and
shaWls;clothing
I
)
,....,'''''-..,..-,'
..........
Bathroom:
2 throw rugs'
Hallway::
worn runner
Front Bedroom:
oak bed,mattress and springs;3-drawer dresser
with bevel glass mirror;chifferobe;2 cane seat
rockers;cedar chest;lap robe;floor lamp;square
stand;large mirror;6 pictures;1 rug (poor);
Perfect Nite Electric Blanket;clothing
Basement:
Gas hot plate;ice box;chest of drawers;washer;
2 galvanized wash tubs;single bed;box juvenile
toys;various garden tools;carpenter tools;:
hammer,saws,squares;wrecking bar;extension
light 800''00
\.
TOTAL PERSONALTY $141,676 71
:REALTY;:
ALL those two certain lots of ground situate
in the Sixth Ward of the City of Washington,Washington
County,Pennsylvania,known as Lots Nos.15 and 16 in
the North Washington Land Company Plan of record in the
Recorder's Office of Washington County,Pennsylvania,
in Plan Book 2,at Page 66 and bounded and described as
fo llows::
~Front~ng eighty (80)feet on the north si~e of
Murtland Avenu~and running back ~f even width one
hundred thirtebn (113)feet on the east and one hundred
fourteen (114)feet,ten (10)inches on 'the west to'land row or
formerly of M•.Sharp;bounded on the .south by Murtland
Avenue,on the east by Sharp Avenue,on the north by
land now or formerly of M.Sharp,and on th~west by land
now or formerly of Rathbone.
LOT NO.16 was conveyed by Teura Fulton et con.
to Lenora J.Miller by deed dated March 20,1934,and
recorded in the said Recorder's Office in Deed Book 594,
at Page 424.
Dar NO.15 was conveyed by Bert Boswell et ux.to
Lenora J.Miller by deed dated November 29,1949,and
recorded in the said Recorder's Office in Deed Book 762,
at page 363.
"Upon Which is erected a one-story frame dwelling...I~ontaining five rooms and bath,known as 13 Murtland
Avenue,Washington,pennsylvania 8,000 '00
'....,.,
:.,
TOTAL PERSONALTY
TarAL REALTY
TarAL REALTY
'$141,676.71
8,000.00
$149,676.71
$8,000 00
't
INVENTORY AND APPRAI SEMENT
IN THE ESTATE OF
LENORA J.MILLERr
';2;;"0 ¥
(,
Filed ____~------j 1966
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Patrono and Edwards,
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Attorneys 'Jf~If~~:
I
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('4
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Pecuniary Legacy
WE,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore,
executors of the Estate of Lenora J.Miller,the sum of $1,000.00
in full payment of the pecuniary legacy made to ORPHANS HOME and
FARM SCHOOL of the EVANGELICAL LUTHERAN CHURCH in the will of the
said Lenora J.Miller of record in the Office of the Register of
Wills of Washington County,Pennsylvania.
IN WITNESS WHEREOF,we have herewith caused this
-:s........Z=..l.~~:::::771-~--az....<"<II~~::....=:::-.--,th i s
r e ce i p t to be s i g ned by 0 ur .Jl~~4a..d:~;'&~~e&u.~=-:'St:.~8-E~::::!!:~""""Wl--t..1
and attested by our
day of February,1967.
ATTEST:
ORPHANS HOME and FARM SCHOOL o'f
the EVANGELICAL LUTHERAN CHURCH
~~--~-------..-----------------------------------------r---..
..
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Pecuniary Legacy
WE,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.DundorE,
executors of the Estate of Lenora J.Miller,the sum of $1,000.00
in full payment of the pecuniary legacy made to OLD PEOPLES HOME
of the PITTSBURGH SYNOD of the EVANGELICAL LUTHERAN CHURCH in the
will of the said Lenora J.Miller of record in the Office of the
Register of Wills of Washington County,Pennsylvania.
IN WITNESS WHEREOF,we have herewith caused this
receipt to be signed by our Board of Managers'Chairman
and attested by our Treasurer this 17
day of February,1967.
ATTEST:
)liu~/~
J.--~
OLD PEOPLES HOME of the
PITTSBURGH SYNOD of the
EVANGELICAL LUTHERAN CHURCH
j
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Pecuniary Legacy
WE,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore,
executors of the Estate of Lenora J.Miller,the sum of $500.00
in full payment of the pecuniary legacy made to ENDOWMENT FUND
of the BETHLEHEM LUTHERAN CEMETERY in the will of the said Lenora
J.Miller of record in the.Office of the Register of Wills of
Washington County,Pennsylvania.
IN WITNESS WHEREOF,we have herewith caused this
L~e BreUle~
lI/tIt'UNL .T I-Ifl£f-t his It(~..
by our :lie r:t 5?JCe Y1
c--.~2C?c·t;
receipt to be signed
and attested by our
day of February,1967.
ATTEST:
ENDOWMENT FUND of the
BETHLEHEM LUTHERAN CEMETERY
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Pecuniary Legacy
WE,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore,
executors of the Estate of Lenora J.Miller,the sum of $1,000.00
,in full payment of the pecuniary legacy made to FIRST LUTHERAN
CHURCH of WASHINGTON,PENNSYLVANIA,in the will of the said
Lenora J.Miller of record in the Office of the Register of
Wills of Washington County,Pennsylvania.
IN WITNESS WHEREOF,we have herewith caused this
receipt to be signed by our ~~4'~~~~Z4&?~~~~~~~__
and attested by our _2£~~~~~~~d~~~~~~~__
day of February,1967.
this /d--
ATTEST:
FIRST LUTHERAN CHURCH of
WASHINGTON,PENNSYLVANIA
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Payment on Account of Pecuniary Legacy
I,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundor
executors of the Estate of Lenora J.Miller,the sum of $1,400.00
payable to Palmer Adair Miles,on account of the pecuniary legacy
.
made to me in the will of the said Lenora J.Miller of record
in the Office of the Register of Wills of Washington County,
Pennsylvania.
IN WITNESS WHEREOF,I,PALMER ADAIR MILES,have
1967.day of February,IS:I.'O:E::h S~:rm~~~~do and seal this~JH~~UI ~~)1u!ov (SEAL)v \~~~:""'-_-L.!-_
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Payment on Account of Pecuniary Legacy
I,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore,
executors of the Estate of Lenora J.Miller,the sum of $1,400.00,
payable to Rose Miles,on account of the pecuniary legacy made to
me in the will of the said Lenora J.Miller of record in the
Office of the Register of Wills of Washington County,Pennsylvani .
IN WITNESS WHEREOF,I,ROSE MILES,have herewith set
and seal /.3I day of February,1967.
---,a"",-:;...~~..L.-·__'(SEAL)
::-.
RECEIPT
ESTATE OF LENORA J.MILLER
Receipt for Payment on Account of Pecuniary Legacy
I,the undersigned,do hereby acknowledge to have
received from Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore,
executors of the Estate of Lenora J.Miller,the sum of $700.00
on account of the pecuniary legacy made to me in the will of the
said Lenora J.Miller of record in the Office of the Register of
Wills of Washington County,Pennsylvania ..
IN WITNESS WHEREOF,I,RUTH PATTERSON,have herewith
set my hand and seal this
WITNESS:
------7cYh?<iiZB-e~
day of February,1967.
'f..,
,.-
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:
ESTATE OF
LENO~A J.MILLER,
DECEASED.
RECEIPT FOR SPECIFIC LEGACY
We,PALMER ADAIR MILES and ROSE MILES,Parents and Natural Guardians
of DOUGLAS EDWARD MILES,a minor,do hereby acknowledge to have received from
I.N.Dundore,Roy S~Horne,and Andrew E.Knestrick,Executors of the Will
of Lenora J.Miller,the boy's wrist watch valued in the Inventory of the said
estate at Ten Dollars ($10.00)bequeathed to him by Paragraph Ninth (B)of the
Codicil to the Will of the said Lenora J.Miller;and we do agree to reimburse
the said Executors for any inheritance or estate tax payment which they shall
be required to make on account of the property bequeathed to DOUGLAS EDWARD
MILES.
Witness:
Parents and Natural Guardians of
DOUGLAS EDWARD MILES,a minor
________19
We,PALMER ADAIR MILES and ROSE MILES,Parents and Natural Guardians
of SHEILA LEE MILES,a minor,do hereby acknowledge to have received from
I.N.Dundore,Roy S.Horne,and Andrew E.Knestrick,Executors of the Will
of Lenora J.Miller,the diamond ring formerly owned by the daughter of the
r
decedent valued in the Inventory of the said estate at One Hundred Dollars
($100.00)bequeathed to her by Paragraph Fourth of the Will of the said Lenora
J.Miller;and we.do agree to reimburse the said Executors fur any inheritance
or estate tax payment which they shall be required to make on account of the
property bequeathed to SHEILA LEE MILES.
1;2f~
~k/J~eI
Parents and Natural Guardians of
SHEILA LEE MILES,a minor
I,SARAH DUNDORE,do hereby acknowledge to have received from I.N.
Dundore,Roy S.Horne,and Andrew E.Knestrick,Executors of the Will of
Lenora J.Miller,the diamond ring given to the deceased by her husband,Harry
G.Miller valued in the Inventory of the said estate at One Hundred Dollars
($100.00)bequeathed to her by Paragraph Fifth of the Will of the said Lenora
J.Miller;and I do agree to reimburse the said Executors for any inheritance
or estate tax payment which they shall be required to make on account of the
property bequeathed to me.
Witness:
3',"Yl [is ~uvJ()~
The First and Final Account of ANDREW E.KNESTRICK,ROY S.
HORNE,and I.N.DUNDORE,Executors of the Estate of LENORA J.
MILLER,deceased,late of Washington,Washington.County,Pennsyl-
vania
I
Account
Principal of Personalty,
Schedules A and B
Principal of Realty,
Schedules C and D
Income from Personalty,
Schedules E and F
Income from Realty,
Schedules G and H
Administration Expenses,
S che dule I
Family Exemption,
Sche dule J
Burial,Medical and Nursing
Expenses,and Employees~
Services,·Schedule K
Grave Marker,Schedule L
Rents of Residence,
S che dule M :,
Debits
148,191.67
9,551.33
9,608.52
32.00
...
Credits
101.50
2022.84
1261~89
32.00
38,328.33
None
1816.95
14.00
None
Balance
148,090.17
7,528.49
8,346.63
None
38,328.33
None
1,816.95
./14.00
None
r/General Claims,.Sche,d.ule N
I
868.98
$167,383.52 44,446.49
,
8'6.8.98
$1 2 2 , 9 37\0 3
SCHEDULE A
PERSONALTY,Debits:
Amount of Inventory and Appraisement filed
with the Register of Wills of Washington
County,Pennsylvania,on November "17,1966,
in Inventory Vol.77 ,at Page 276 $141,676.71
1966
Sept.22 Additional asset not in inventory:
Washington Manor -unused deposit 202.00
Oct.25 Additional asset not included in inventory:
cash found in decedent's residence 125.00
Delaware Fund~Inc.-capital gain dividend 215.74
143.17Gain
$791.00
14.33
$776.67
633.50
:
sale,28 shares Delmarva Power and
Company:
'_sale price'-
sale costs
net proceeds
Inventory valuation
Gain on
I.,ight
De c.15
1967
Jan.16
;",
Jan.16
I ,.~.I
Gain on sal~,150 shares,Electric Storage
Battery Company:'
s"ale price
sale costs
net proceeds
Inventory valuation
Gain
$7343.75
80.37
$7263.38!5990.63
1272.75
Jan.16 Gain on sale,200 shares,Pennzoil Company:
sale price
sale costs
net proceeds
Inventory valu~-
tion
Gain
$16,400.00
104.73
$16,295.27
15.000.00
1295.27
Jan.16 Gain on sale,24 shares,Public Service Electr~c'
and Gas Company:
sale price
sale costs
net proceeds
Inventory valuation
Gain
$873.00
14.95
$858.05
678.00
180.05
·.1967
Jan.16
I.
Gain on sale.,100 shares,Standard Brand~,Inc:
sale price
sale costs
net proceeds
Inventory~valuation
Gai'n
$3400.00
41.07
$3358.93
.2931.25
$427.68
Feb.9 Gain on sale,50 shares,Cities Service Company:
sale price
sale costs
net proceeds
Inventory valuation
Gain
$2443.75
31.77
$2411.98
2396.88
15.10
Feb.10 Gain on sale,200 shares,Sampson-Muller Associated
Company:
sale price
sale costs
net proceeds
Inventory valuation
Gain
$100.00
6.00
$94.00
50.00
44.00
$2006.75
559.10
$1447.65
800.00
Mar.15
Mar.20
Apr.22
May 6
Delaware Fund,Inc.-capital gain dividend
Additional asset not in inventory:
Internal Revenue Service-refund of excessive
income tax paid on 1963 income
Gain on sale of household furnishings and equipment
and decedent's personal effects:
sale price
sale costs
net proceeds
inventory valuation
Gain
Gain on sale of General Motors Acceptance Corporation
notes:
209.04
318.41
647.65
5-6-67,paid at maturity
2-6-67,pur~h~se price
$20,000.00
19,742.50
257.50
May 16
May 27
Additional asset not in inventory:
Int~rnal Revenue Service-refund of excessive
income tax paid on 1964 income
Gain on sale of General Motors Acceptance Corporation
notes:
5-27-67,paid at maturity $5,000.00
2-27-67,purchase price 4,940.94
259.08
59.06
1967
June 2
June 15
Sept.15
Oct.13
De c.16
1968
Mar.15
Additional asset not in inventory:
Internal Revenue Service-refund of excessive
income tax paid on 1966 income
Delaware Fund,Inc.-capital gain dividend
Delaware Fund,Inc.-capital gain dividend
Delmarva Power and Light Company-sale of rights
to purchase stock
Delaware Fund,Inc.-capital gain dividend
Delaware Fund,Inc.-capital gain dividend
$304.50
18.27
18.27
340.01
158.77
SCHEDULE B
PERSONALTY,Credits:
$148,191.67
1966
Sept.22.Internal Reyenue Service
REALTY,Debits:
Estimated income taxi~••.for thir~qu~rter of 1966 $
SCHEDULE C
101.50
ll£1.
Apr.25
Amount of Inventory and Appraisement filed
with the Register of Wills of Washington
County,Pennsylvania,on November 17,1966,
in Inventory Vol.77,at Page 276
Gain on sale of realty at 13 Murtland Avenue:
Sale price $8700.00
Expenses of sale:
Pennsylvania realty transfer
tax $87.00
City of Washington realty
transfer tax 87.00
Federal Internal Revenue
stamps 9.90
Bennet Real Estate,com-
mission 435.00
618.90
$8000.00
1/3 of 1967 local realty taxes
Inventory valuation
Gain
.$8081.10
83.56
$7997.54
7550.00
447.54
1967
May 16
May 18
June 19
Miller Insurance Agency
First Federal Savings
and Loan Association
Columbia Gas of Pennsyl~
vania,Inc.
Refund of unearned insur~
ance premium,13 Murtland
Avenue
Refund of 1967 taxes on
13 Murtland Avenue
Refund on account of
payment for gas
$17,.00
94.08
12.92
Aug.18
Sept.16
Oct.10
Charles E.Knestrick et ux.-on account,repayment of
1967 taxes,249 Locust Ave.
Charles E.Knestrick et ux.-on account,repayment of
1967 taxes,249 Locust Ave.
Charles E.Knestrick et ux.-on account,repayment of
1967 taxes,249 Locust Ave.
200.00
200.00
180.00
Dec.18 Charles E.Knestrick et ux.balance,repayment of 1967
taxes,249 L~cust Ave.54.18
1968
June 4 Charles E.Knestrick et ux.'on account,repayment of
1968 taxes,249 Locust Ave.176.40
June 10 Charles E.Knestrick et ux.balance,repayment of
1968 taxes 166.47
July 16 Sale of realty at 15 Murtland Avenue:
sale price
sale costs
net proceeds
Inventory valua-
tion
Gain or loss
$450.00
None
$450.00
450.00
000.00
JUly 16 Andrew E.Knestrick
.,
,,
Refund of overpayment
by estate of 1968 taxes
on 15 Murtland Ave.
,"
2.74
1966
Oct.15
Oct.25
Oct.28
Nov.3
Nov.7
REALTY,Credits:
Citizens Water Company
~eorge Scott
~est Penn Power Company
~.W.Miller Agency
S.W.Miller Agency
SCHEDULE D
Water in deceased's
residence
Lawn care (less $32.00
charged in Schedule G
against garage rent)
Electricity in deceased's
residence
Fire insurance to 11-1-67
Liability insurance to
11-1~67
$5.40
18.00
0.89
30.00
11.00
Nov.17
Nov ••29
Nov.30
De c.27
De c.29
1.2..§1.
Jan.18
Jan.30
Jan.30
Feb.6
Mar.1
Mar.4
Mar.7
Mar.30
"Mar.3.1
Washington~East Washing-
ton Joint Authority
Columbia G~s of'Pennsyl-
vania,Inc.
West Penn Power Compa~y
Columbia G~s of Pefinsyl-·
vania,Inc.
.",
West Penn Power Company
Citizens Water Company
Columbia Gas of Pennsyl-
vania,Inc.
West Penn Power Company
Washington-East Washing-
ton Joint Authority
West Penn Power Company
Columbia Gas of Pennsyl-
vania,Inc.
Harry R.Cook,Treasurer
Columbia Gas of Pennsyl-
vania,Inc.
West Penn Power Company
Sewage service for de-
ceased's residence
.\.··~as "for,hea't·in deceased's
residence
Electricity
Gas
Electricity
Water
Gas
Electricity
;Sewage service
Electricity
Gas
1967 city tax on residence
and lot
Gas
Electricity
3.97
38.56
24.78
1.05
5.40
37.21
1.05'
3.97
1.05
32.85
112.90
29.98
1.05
.12&.1
Apr.12
,Apr.12
Apr.19
May 1
May 1
May 10
May 18
McVehil Plumbing and Heating
Company
Daniel Bell Heatin~and
Roofing
Citizens Water Compan~
West Penn Power Company
Columbia Gas 01 Pennsyl-
vania,Inc.
Washington-East Washington
Joint Authority
Roy S.Horne
Repairs to gas heaters
in deceasedts residence
Roof repairs,deceasedts
residence
Water
Electricity (final)
Gas (f inal)
Sewage service
Reimbursement for paying
final bill for sewage
service
$9.21
18.75
5.40
2.75
17.46
5.20
1.68
June 7
Jun'e 12
"
Russell Marino,Treasurer
Russell Marino,Treasurer
1967 county taxes on
vacant lot,15 Murtland Ave.
1967 personal property tax
4.79
180.86
July 10 Harry R.Cook,City Treasurer 1967 school tax,15.Mu'rtlanct Ave •....I .
r ~J ,'.#,-.''.:..•~.-.---,>-)
17.29
July 25 Andrew E.Knestrick Reimbursement,1967 city
tax,249 Locust Ave.211.68
Russell Marino,'Treasurer 1967 county tax,249
Locust Ave •
July 25
July 25
.,
Harry R.Cook,City Treasurer 1967 school tax,
Locust Ave.
249
91.64
330.86
July 25 E.P.Murphyt s Lawn and
Garden Center
Mowing-grass,15 Murtland
Ave.10.00
1968
Mar.13
Mar.13
Harry R.Cook,City Treasurer 1968 city taxes,249
Locust Ave.
Harry R.Cook,City Treasurer 1968 city taxes,15 Murtland
Ave.
238.14
21.17
Apr.8
June 4
June 5
July 6
Andrew E.Knestrick
Malcolm L.Morgan,County
Treasurer
Russell Marino,County
Treasurer
Harry R.Cook,City Treas-
urer
Repayment for cost of mowing
grass,15 Murtland Ave.
1968 county taxes,15
'Murtland Ave.
1968 personal property tax
1968 school taxes,249
Locust Ave.
13.00
5.47
146.47
330.86
$2022.84
'..,
PERSONALTY;Debits:
Dividends :,'i..
SCHEDULE E
'\....'
Allegheny Powfr SystEtm,Inc:...,f
12-30';"66
4-3-67
7""3...67
10-3-67
,$357.00
'357.00
357.00
357.00
3 22...68
4 1....68
7""1-68
$'357.00
.357.00
357~00
$2499.00
American Telephone and Telegraph Company:
1-3-67
4....3-67
7-3-67
'10-3-67
$400.40
400.40
400.40
400.40
1-8-68
4-2-68
7"'2'168
$436.80
436.80,
436.80
2912,00
Cities Service Company:
12-5-66
3-6-67
$22.50
22.50 45.00
Columbia Gas System,Inc:
11 18 66
2 15 67
5-16-67
8-16-67
Delaware Fund,Inc:
12...19-66
3-16-67
6"'19-67
9-18"'67
$41.14
43.56
43.56
43.56
:$18.76
33.50'
16.86
16.86
11-15-67
2"'15-68
5-16-68
12-18-67
3-15....68
6....15-68
$'43.56
45.98
45.98
:$4.22
29.51
28,10
307.34
147.81
Delmarva Power and Light Company:
11-1-66
,,2--3-67
$6.30
6.86
13.16
Duquesne Light Company:
1-3-67
4-3-67
7-3...67
10...3-67
$88.00
88.00
88.00
88.00
1-8-68
4-1-68
7-1-68
$91.30
91.30
91,30
625.90
Electric Storage Battery Company:
12-19-66 $82.50 82.50
'f
'.,"1
J i.
"
General Motors Corporation:.~I
j
.."-.~
i .j"~,.
12-16-66
3-10-67
6-15-67'
9-13-67
$150.00
85.00 .'.
,~.85.00
85.00
12-15,:,,67
3-11-68
6-13-68
$125.00
85.00
110.00
$725.00
Lone Star Gas Company:
12-16-66
3-16...67
6...13-67
9-13-67
Pennzoil Company:
$28.00
28.00
28.00
28.00
$70.00
12-15-67
3-11-68
6-13-68
$28.00
28.00
28.00
196.00
70.00
Philadelphia Electric Company:
12-22-66 $37.00 12-26-67 $43.05
3-31-67 37.00 6-28-67 43.05
7-03-67 41.00
9-29-67 41.00 242.10
Public .'Service Electric and Gas Company:
$9.24 9.24
Richman Brothers Company:
10-3-66
1 ....3-67·
4-5-67
7-3-67
Standard Brands,Inc:
$50,00
50.00
50.00
50.00
$32;50
10-3-67
1-8-68
4-5-68
7-3-68
$62.50
62.50
62.50
62.50
450.00
32.50
Interest paid by Charles E.Knestrick et ux.
on agreement for purchase of realty at
249 Locust Avenue,'Washington,Pennsylvania:
9...10-66
10-11-66
3-15-67
4-18-67
12-18-67
Interest:
$150.00
83.20
200.00
34.12
214.15
3-10-68
6-4-68
$180.00
23.60
885.07
1966
Dec.30·First Federal Savings and Loan
Association of Washington,Pa •
."'..
interest 228.11
1967
Mar.
May 1
June
De c.
1968
June
1967
Mar.
1968
Apr.
1966
Oct.
Nov.
1967
Jan.
Mar.
1966
Oct.
.
,.
29 Internal Revenue Service Interest on refund
on 1963 income tax $55.98
6 Internal Revenue Service Interest on refund
on 1964 income tax 25.04
30 First Federal Savings and Loan
Association of Washington,Pat interest 18.50
30 First Federal Savings and L,oan
Association of Washington,Pat interest 18.92
30 First Federal :Savings and Loan
Association of Washington,Pat interest 19,35
$9608.52
SCHEDULE F
PERSONALTY,Credits:
I
27 Internal Revenue Service Fiduciaries;income
tax for 1966 $167.32
8 Internal Revenue Service Fiduciaries'income
"tax for 1967 1094.57
$1261,89
SCHEDULE G
REALTY,Debits:
3 John W.Jacobs garage rent,two months,
S~ptember and October $8.00
<
15 John W.Jacobs'.g;ar age 'ren t';'two months 8.00.'...~~~.~
12 John W.,Jacobs garage rent,two months 8.00
>...
15 John W.•Jac'obs garage rent,two months 8.00
,$32.00
.,
SCHEDULE H
REALT¥,Credits:
25 George Scott on account of $50,00 charge
:f-or mowing lawn (see also
S che dule D)$.32.00
SCHEDULE I
ADMINISTRATION EXPENSES:
1966
Sept.13
Sept.13
Sept.19
Sept.22
Josephine M.Douglas,
Register of Wills
W~shingtonCounty Reports
Observer Pu,blishing'Com-
pany
postmaster,Washington;
Pennsylvania
Probating will,grant-
ing letters testamentary
and two short certificates $
Advertising grant of let-
ters
Advertising grant of let-
ters
Post office box rental
33.50
12.50
12.50
,
Sept.23
Nov ~16
Josephine M.Douglas,
Register of Wills
Jo~ephin~~.~Dduglas,
Re'gister of Will's
.-.Short certificate
F ,;. . S hor teerti fieate
1.00
1.00
Nov.17
Nov.25
Kathryn E.Rutan,Notary
Public ..'
,.
Josephine M.Douglas,
Register of Wills ,
Affidavits on inventory and
inheritance tax return
Filing inventory and in-
heritance tax return
2.75
12.00
Nov.29
De c.16
De c.'20
Commonwealth of Pennsyl-
vania
Robert C.Gordon Funeral
Home
postmaster,Washington,
Pennsylvania
Payment on account of Penn-
sylvania inheritance tax 10,500.00
Death certificates 2.00
Post office box rental 2.25
Dec.23
1967
Jan.1
Jan.17
Jan.26
Commonwealth of Pennsyl-
vania
First Federal Savings and
Loan Association of Washing-
ton,Pennsylvania
Josephine M.Douglas,
Register of Wills
Josephine M.Douglas,
Register of Wills
Death certificate
Interest on loan for funds
to pay inheritance tax
Four short certificates
Short certificate
1.00
43.54
4.0C
1.0C
1968
June 5 .
July 11
July 24
july 24
Postmaster,Washington,
Pennsylvania
Mellon'National Bank and
Trust Company
Roy :So Horne
Andrew E.Knestrick
Post office box rental $
Safety deposit box
rental
Balance of commission
for services as personal
representative
Balance of commission
for services as personal
representative
"
4.50
4.00
751.90
751.89
July 24
I".
July 24
July 24
I.N.pundqre
Patrono,Ceisler and
Edwards "
~..'•J ~
Patrono,'Ceisler '~ndl..
Edwards
','
-..,
Balance of commission
,<.for 'ser'v'~ce s as per sonal
,representative
Fee for services as
counsel to personal
representatives
Securing copies of
documents and telephone
calls
751.89
7430.51
8.10
July 24
July 24
Angeline Sorice,Notary
Public
Russell Marino,Register
of Wills,
Affidavits on this
account
Filing this account
1.25
28.00
FAMILY EXEMPTION:
$38,328.33
SCHEDULE J
Non e
SCHEDULE K
BURIAL,MEDICAL AND NURSING EXPENSES,AND EMPLOYEES'SERVICES:
1966
Sept.22 Robert C.Gordon Undertaker's services $1742.95
Sept.22 Grant E.Hess,M.,D.Physician's services
during last illness 74.00
$1816.95
.1966
Nov.7
"
GRAVE MARKER':,..'.
Kurtz Monument Company.
RENTS OF RESIDENCE:
GENERAL CLAIMS:
"
-'SCHEDULE L'f ;i.,,
Lettering on grave marker $
SCHEDULE M
Non e
SCHEDULE N
14.00
1966
Sept.22
Sept.22
Nov.3
De c.20
Charles Willison
Roy S.Horne
Roy S.Horne
Patrono and Edwards
Accounting services,in
re:1963 and 1964 income
Reimbursement for bills
paid~rom own~funds
Services as attorney-in-
fact for deceased prior
to death
Legal services during
deceased's lifetime
.$
$
60.00
93.98
485.00
230.00
868.98
----------------------------------------~-~._~
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,SS:...........•
Personally appeared before me,a Notary Public in and for said County
and State,Richard S.•....C.awan,,who being duly sworn
according to law,deposes and says that he is the__S.eC..~.:y.......&....:r..r.~.a.~.
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;s..e.p.t.e.mb~.r.l4.~J _~.ng ~.~.,J9..f?§.
.__---_-____-.
that neither the affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega.
~:.n~~:.thi.amdant aat:th~t=~.P~ZZ::
"
r'..~;;~~T~R;.-NOTICE ,
I Estate of LENORA J.MILLER,'deceased,late of Washington,'
Washington County,.Pennsylvania.•Letters Testamentary upon the-
,.,above estate having been grantedtotheundersigned,notice is hereby,
given to those indebted thereto to:make immediate paYment and to
,those having claims or demands to
Ipresent them for settlement.I ANDREW E.KNESTRICK
I 245 Sanit1\riumRoadWashington,Pa,
ROY S.HORNE
705 W"GrantSt.,Houston,.Pa,
I.N.DU~DORE"2nd Street >":
Hiller,.Pa.IExecutorsoftbeEstate.ofLENORAJ.MILLERPATRONOANDEDWARDS,AttYs.','80 East Chestnut Street tWashington,Pa.'..',
27913·Wed·3t·
Sworn to and SUbsc~;foreme~~;;)ayJ1$g:.~~1?~X....1966
ff{v,q~6;;(,f~~········
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1968
r
GGtSilOCIIJBlCIlIJDlISUiillJilEEl[
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS
STATE OF PENNSYLVANIA •
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
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:
..~~P:!i.~:~J~~!'...J5.J....??.!....?.9..I...J9.9..9......
Sworn to and subscribed before me this
29th September 6...........Z.day of..:,196 .
.....~~~~..~?-.L-
otary Public
KATHERINE C.YARD,Notar P 110
Washington,Washington o.A,
My Commission Exp
November 1,1969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
••••• • •• •• • • • • • • •
MILLER,LENORA J.,Dec'd.
Late of Washington,WashingtonCounty,Penna.Executors:Roy S.Horne,705 WestGrantSt.,Houston,Pa.:Andrew E.~nestrick,245 Sanitarium Rd.-,Wash-
mgton,Pa.;I.N.Dundore 2nd StHiller,Pa,,.,
Attorneys:Patrono and Edwards 80E.Chestnut St.,Washington,Pa:
STATE OF PENNSYLVANIAt
WASHINGTON COUNTY,~55:
The within nall")ed'Accountan't s being duly sworn according to (awt depose and say that the above account
as stated is true'and correct as ~.~.~~verily believe,
(Andrew •Kne trick)41;-fr-m
-
(I.N.Dundor~
day of J.ul.y 19 ..EHL.
/-..
~~'.~-- --.
ANGELINE RICE,Notary PubliCi
80 E,Chestnut St.,
Washington,Wash.Co.,Pa..
•My Commission I Expires January 11,1971
Sworn and subscribed before me this ~.~.:.~.
Wa1shington CountYt ss:I do certify that (have given leg'al notice 'to all persons
concerned of the filing of the within account in the'manner
prescribed by Sta'tUite and Rule of Courtt as e;:jenced by proofs
thereof filed to No.~$..~~l.~.tf..(~h...
wI,nes'}:;;nd and oll;elol seal thIS ,:;:1-.;tfj:
doy OL:-~J,f..Ii:.-------------------~19W!-...~.d~....
.'Register of Wills
o
o
"~'.
.--------~-
l t '-"2 3 )I I r.j "~.
,
t.
...
~
ill
/
The Court is respectfufly requested to determine
proper distribution in this estate.
PATR~.'CEI$LE~By --"Leu.
Counsel for Accountant s
PETITION SU R AU DIT
IN.THE ORPHANS'COURT OF WASHINGTON COUNTY·
Testate Form'J
.,\
LENORA J.MILLEREstateof .
Deceased
1043 of 1968 .No A.A.
Fiduciarl~·~y.···~·!···~·~!:·r:·~·t A..r:.~E.!':'!!E;.~.
~.~~.~~!:.~.:.~.'~?.~~..•....~.~~~.~~.~~.f!.!.
Executors
Date of Date of
Decedent's death ~~.~~.~!~.~.!..J~.?~Grant of Letters ~.f!.p..~.~~.~~.~~.~.'~.~.~~.
This is the ~~.:.~.~~.r:.~~.~.~~}account filed in this estate
If there have been former accounts filed in this estate,-list file number or number and term ~.
no former accounts
Election to take (not applicable)
Under or Against will.(cross out one)
Date Election Place of;
Filed (nQ:t..l'!..p.pl.j,.c.ab.l.~.L Record .
..
Name of survIving spous~,..~.<?~.~E.Y.~.Y.~~.g f?E!?~·~.E?.
List issue,where material:
not material
Did decedent marry ~fter execution of will?(indicate)nAt No.Any children born after execution of will?(indicate)
~.No.If answer yes,name them..~~.
--_'O-~_oo __"__"._____oo _..............••_~\''~.
Leg.atees Relationship Interest Fiduciary.'if d.eceased or not sui juris
Palmer Adair Miles
Rose Miles
grandson
wife of
grandson'
$2,000~00;Income jointly
with Rose Miles from of trust fund.
$40,000 trust fund;a~60,i principal/
$2,000.00;Income jointly
with Palmer Adair Miles
from $40,000.trust furtd;at
57,t principal pf trust fund.
Sheila Lee Miles great-Diamond ring;at 21,*of
granddaughter $40,000 trust fund
not sui
juris
Dia~ond ring;*of residue
bouglas Edward Miles
Sarah Dundore
Ruth Patterson
great-
grandson
niece
none
Wrist watch;at 21,
$40,000 trust fund
$1,000.00
*of ·not".sui
juris
Orphans Home and Farm
School tif the Evangelical
Lutheran Chur·ch
List,if exceptions to above:Adeemed:
none
Revoked:
$1,000.00
Lapsed:
(see attached sheet)
Abated:Give 'Cause:
no exceptions
If partial intestacy,give facts:no partial intestacy
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.tiD...
If .t'. e c se'no exce.p.tionsanyexcepIonglvau..
Fife copy of Notice :.I
and date of mailing..~.':l.~1.~.~.'~.~.?~::~.?~~.~~.:.~.~.~;r:•..~.!~.?~.~""..",.;",".",..,
Is estate subject to the filing of a Federal Estate Tax Return?~.~.~-- .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J.Q.I.~Q.9..•..9.Q .
0''.
If the Will makes any portion of estate subject tp a life-estate,give name and birth date of life tenant .
no life estate..............................................._-..----____--_..__--__-..-____-----.
Give N9mes 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.
The Estate Tax Division of the U.S.Internal Revenue Service claims a
deficiency of estate tax in the amount of $6,376.10,plus interest.
There will be an amount due for income taxes on 1968 income.(1967 in-
come tax was <$1:",'094.57)
The claim of the Estate Tax Division is denied in part.
These are not,it is submitted,such creditors as are entitled to notice
of the audit.
r
Give reference to such pa;ts of the will as require tnterpretation 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:
An appeal from'the appraisal .o~the real estate in this estate by the
Pennsylvania Department of Revenue is pending,undecided.The inventory value
is $8,000.00;the/Department's valuation was $11,500.00.
I •
Balance.for distribution per acc~unt,
Itemize any additional debits not shown by account:$..~.??l.~.~.?..·.g.~.
Andrew E:Knestrick,refund of
county.tax on 15 Murtland
Avenue
Columbia Gas/Company,dividend,
8-16-68
Total additional debits (Add)
Itemize any additional credits not shown by account:
•fl
For itemization,see attached sheet.(
$5.47
45.98 $51.45 $.$.._--_.
51.45
122,988.48.
Total additional credits (Subtract)
Balance for distribution
$~.~~.~.~.~..............25.5,4
$~.??!..~.??..~.~.~.
$98,101.11
$37,264.50
2,968.75
3,025.00
6,201.25
3,002.31
26,700.63
7,_306.25
1,931.25
3',897.24
5,803.93
If balance fo.r distribution is'not 'in cash,list each item held in kind,giving appraised Value (or distribution'Value);
Assets included in inventory (at inventory values):
American Telephone and Telegraph -728 shares
Philadelphia Electric -100 shares
Richman Brothers Company -200 shares
Duquesne Light -22P shares
Columbia Gas -121 shares
Allegheny Power -1190 shares
General Motors -100 shares
Lone Star -100 shares
Delaware Fund -268 shares
Knestrick Article of Agreement (7-10-68)
Assets purchased (at purchase price):
10-19-67 -Philadelphia Electric Company -5 shares
3-16-67 -Delaware Fund,Inc.-13 shares
137.50
198.25 335.75
~.$98 I 4:36 • 86
,,----------------~-----~~---------------'
FRANCIS H.PATRONO
ROBERT L.CEISLER
JOHN W.EDWARDS,JR.
JOHN C.PETTIT
ROBERT D.BECK
PATRONO,CEISLER AND EDWARDS
ATTORNEYS AT LAW
80 EAST CHESTNUT STREET
WASHINGTON,PENNSYLVANIA 15301
May 29,1969
TELEPHONE 225-8460
AREA CODE 412
John V.-B 0 Hana
Distributions Clerk
Orphans'Court·Division
Court of Common Pleas of Washington County
Washington County Courthouse .
Washington,Pennsylvania 15301
Re:Estate of Lenora J.Miller
Our File -3286
Dear Mr.Hana:
Please be advised that ~¥ehave now settled the Federal
Estate Tax in connection with this estate.In this connection
I enclose a copy of the balancedueand paid as a result of the
settlemeriteIitered irito.This amount is in addition to the sumr'
of $11,921.25 paid when the ,estate tax return was filed.The
personalrepresentatives 'claimcredit for the additional tax paid.
In addition,our office submitted a statement for
additional fees in connection with the controversy with the
Internal Revenue Service.I.~nc1ose a copy of it.The accountants
claim credit for the additional fee of $250.00~The money
advanced was included in the aUdit,petition and does not represent
an additional expenditures for which the accountants now claim
credit.
I hope that the submission of these documents will put
you in the position to be able to closeout the estate in the
near future.If you have any questions do not hesitate to ask
them.
Very truly yours,
PATRONO,~I~RDS
By ..fQ.C.C.e.cA .l~ncis H.Patrono
FHP/cep
Enclosures
co :Mr.Roy S.Horne
Mr.Andrew E.Knestrick
I.o No Dundore
I
I
I '
Reverend 1.N.Dund~re.Executor
Eotate of LeDore J o ~111Gr
n"n.!i:,
U,orGto~nt ?cnnoylvon2e 3.ii'007
Rs:Estate of Lonora J.Miller
To Profceo1annl Survicco;
~
(Conferences with"invcutigutina oteff'of Int0rn~1
BcvnDue Sorvice;tckinge~ceptionR to finding
and deter~inBtion of Into?ual eovenue:Service;
attending hearing 1ft Intornel R&Ve~U9Servlcc
officr;)
To Monoy Advancod:
!t~mc omittod froo·ac~ount but included in ~udit
}~et1ttt'H1:
Kut~~yn 50 Ruton s Motory Public~
aftldcvStD of rB~idoncc of docadent
Anseline Dor1ce~Notcry Publics
affiduvit of rooldonco of claco'ont
AnGeline Bar1oo,Notary PUblic,cctnc~l
cd6a ent of deed to ~~VcGlu~,hy
An~c113e Sorico,Notary Public,V~."
t_;;1~idui1!t,~~'t).$to ~';Q NcGlu~~ph:,
:·..·,·::ino ~;O:l:'!C0~N~.)1~~_:'·Y 91.tb1io,eeL.:"•.
~::l;'iC~·ntn c)n 1li.f.~!~CC:r:::'-Jitil C~1a.r10....
"...;1J t!'i eX:
:.:.no SoZ'ico t No,;:"'Put!1c~a:·...:.1.t
feen tOl'!!',tc::.....l Rcvol:>ue CCl'v'::'cc
A4~~11nQ Sorice.H~~c~y Public,"Qcknovl-
o'~~ont on doed to Andtow £.~Rndst~ick
AnGelino Sorice,~ctcr,~ubl!c,ac~noul
tHl{)r.tent on c{;"EHl tOi,"u!ro,J ::v :~~~eotriO!-t
/
/'
'LOO /'
1 .,,/,
-Q .....\.•.
2.00/
Rovcrcnd I.N.Dundoro,EXDcutor
Lanora J.Miller Estate
P.nt;e Two·
Un1"ch 5~1909
(Brought For~ard)
Itoms nccruod slnco filing or account:
$250.00
Pct~ono,CUinler ana Sdwnrd~~
~elophon",oal;le
Securinc COpl0D.of docuccnta
Anaa11no ~oriaet Notary'PUbl!c.
affidavits on audit potition
Katbryn E.Rutan,Notary Public,
utfldavlta on supplemuntBl tax
:rotu!'n
Kathryn B.Rutno 9 ~otnry PU~l!c.
affi~uvits OR debts and dcduc-
t:tons
Angeline Sorlce t Notary Public,
cff1dnvlt en petition,to bo
rolioved of dut1eo
FHP/jd.!
cc:Androv E.Kno9tr!ck,Executor
cc:Roy S.llorns9 Exocutor
Sl~O'l~.
8.30,
LOOV
1.:25
$21'1.59
ESTATE OF LENORA J.MILLER
continuation of list of legatees:
,,
No.1043 of 1968 A.A.
Legatees Relationship Interest
Fiduciary,if dE-
ceased or not stiiuris
The Old Peoples
Home of the Pitts-
burgh Synod of the
Evangelical Lutheran
Church none
,t.
$1,000.00
Endowment Fund of
the Bethlehem
Lutheran Church
Cemetery none $500.00
First Lutheran
Church of Washing~
ton,Pen~pylvania
Andrew E.Knestrick
Bernard C.Knestrick
GeraldH~Knestri6k
Credits:
none $1,000.00
nephew .1 of residue.4
nephew 1 of residue4"
nephew 1 of residue4"
2-6-67
4-4fo67
4-11-67
5-15-67
7-20-67
4-4-68
5-31-68
Items erroniously omitted from account:
Kathryn E.Rutan,Notary Public,
affidavits of residence of
decedent
Angeline Sorice,Notary Public,
affidavit of residence of decedent
Josephine M.Douglas,Register of Wills,
filing appeal from Department of Revenue
appraisal of realty
Angeline Sorice,Notary Public,acknowl-
edgment of deed to M.McGlumphy
,
Angeline Sorice',Notary Publi,c,vendor's
f'aff~davit,sale,~o.M.,McGlumphy
,~
,Ange 1 ine Sor i ce,Notary Pu6l'l'1 c,acknowl-
edgments on agreement with'Charles E.
Knestrick
Angeline Sorice,Notary Public,affidavit.'
re:fees for Internal Revenue Service
Angeline Sorice,Notary Public,acknowl-
edgment on deed to,Andrew E.Knestrick
$3.00
0.75
5.00
1.00
1.00
4.00
2.00
,
6-5-68
ESTATE OF LENORA J.MILLER
Angeline Sorice,Notary Public,-
acknowledgment on deed to Andrew'E~
Knestrick
Items accrued since filing of account:
Patrono,Ce~sler and Edwards,
telephone calIfF
Patrono,Ceisler an~Edwards,
securing copies of documents
Angeline Sorice,Notary PUblic,
affidavits on audit petition
continuation of advancements:
No.1043 of 1968 A.~.
$0.75
1.04
1.00
Old Peoples Home of the Pittsburgh Synod of
the Evangelical ~utheran Church,pecuniary
legacy
Bethlehem Lutheran Cemetery,pecuniary legacy
First Lutheran Church of Wa~hington,Pennsylvania,
pecuniary legacy'.i
.,'".
,Palmer Adai:r;-Miles,'on account ,of pecuniary legacy
of $ 2 ,000''-00
$1000.00
500.00
1000.00
1400.00
Rose Miles,on
$2,000~0a.
1.'.Ruth Patterson·,
$1,000.00
account of pecuniary legacy of
on account of pecuniary legacy of
"
1400.·00
700.00
$7210.00
continuation of suggested distribution:
281 shares,Delaware Fund,Inc~
In the event that the property listed above has
a valu e ex ce e ding$<10,000'0 nthe valu a t ion date ,
sufficient stock of the General Motors Corporation
shall be withheld to arrive at the correc~amount
of the corpus of the trust.
In the event that the property listed above is not
adequate to provide the whole corpus of the trust
the balance shall be made up of,equalamounts of
the shares of the American Telephone and Telegraph
Company and of the Allegheny Power Company.
Andrew E.Knestrick,!of residue,including~in kind,stock
of American Telephone and Telegraph Company,Allegheny Power
ESTATE OF LENORA J.MILLER No.1043 of 1968,A.A.
cj
~'.
/
System,Inc.,and General Motors Corporation not
awarded to the trust created by paragraph TENTH
of the decedent's will.
Bernard C.Knestrick,t of residue,including~in
kind,stock of Ame~ican Telephone '~nd Telegraph
~ompany,Allegheny Power System,Inc.,and Gene~al
l\'iotors Corporation not awarded to the tr~ust created
by paragraph TENTH of the',decedent',s.will'.
~...•'l:•,'-t ;,..'.•...--,
Gerald H.Knestrick,t of residue,including,in
kind,stock.of American Telephone and Telegraph
"Company,Allegheny PoV{er System,Inc.,and GeneralMot~rs Corporation not a~a~ded .to the trust created
by paragraph TENTH df the decedent's will.
Sarah K.Dundore,t'of residue,including~in kind,
stock of American Telephone and Telegraph Company,
Allegheny Power System,Inc.,and General Motors
Corporation not awarded to the trust created by
paragraph TENTH of the decedept's will.
By their signature hereto Roy S.Horne,Andrew E.
~nestrick,and I.N.Dundore,in their capacity of
trustees under paragraph TENTH of the will~signify
their election to take in kind on behalf of the said
trust the securities listed ab?ve.
lOR share~,,
200 shares,
121 shares,
220 shares,
100 shares,
100 shares,
t
If F''I E t'I'd b P t't',I f R d'not applicable,ami y xemp Ion c Qlme y e I lon,give pace 0 ecor ~- .
-.
If F '1 E ..I'd t d't .I t'h'db'f CI',not applicableamiyxemptlonIScQlmeaauI ,give name,re a Ions Ip an aSls or alm :__·········
List any advancement or distribution on account that has been made,and nature and amount of same:
Sheila Lee Miles -legacy-of diamond ring formerly owned
by testatrix's daughter,Edeth"in kind '$100.00
Sarah K.Dundore -legacy of diamond ring given to testatrix
by hU~band,Harry G.'Miller,in kindlOO •OO
Dougla~~dwardMi~es -legacy of testatrix's boy's wrist
watch,in kind 10.00
Orphans Home and Farm School of Evangeli~al Lutheran Church
for use bf Lutheran Orphans Home,pecun1any legacy·100p.00, , ,..(see attached.sheet)Suggested distribution of balance shown,both as to principal and Income,atfachlng slgnea ana itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Roy S.Horne,Andrew E.Knestrick,and I.N.Dundore
re award to ~efray any estate tax assessment and income
tax·li~billty $8500.00
Palm~r Ad~~r ~iles,balance of legacy,$600.00,less prorata
share of estate 'tax
Rose Miles,balan~e of legacy,$600.00,less'prorata share
of estate tax
Ruth Patterson;balance of legacy,$300.00,less prorata share
of estate tax
Roy S.It.(j~-n''e,'And~eVl,E.K.~estrick·,'and 1.N.Dundore,in trust,
confo:r/~ing to the'p~<:>vision ~f paragraph TENTH of the will,as
amended,property as follows,in kind,subject to the trust's
prorata share of estate tax (all assets awarded in kind shall
be distributed at actual market value as of the date of
distribution):
Balance due on Article of Agreement for ~ale of realty to
Charles E.Knestrick and Ruth E.Knestrick,Lot No.12,
Bra~en and Miller Addition,Third Ward,City o~W~shing
ton,Washington County,Pennsylvania,dated JUly 2~,1958,
original sale price $16,000.00,balance due upon exe~ution
of this audit petition,$5,803.93.
Phi ladelphia Ele gtri c C1~pantv s~o c~-r!J ~
Richman Brothers stock _,':5(\)).)(~,
Columbia Gas System stock
Duquesne Light Company stock
General Motors Corporation stock
Lone Star Gas Company stock
And your petitionerswill ever pray,etc,.
(see attached sheet)
~'/'"'~,9C::.,I '.j7.,·····_-_·-T~t:::c;;·4e;~~---_··_··
.---AJ ,';,..,p.l /..",','".......Lt~·~~..···..··..
.....,'J;!1<~~.*(I.N.Dundore)
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.Fiduciaries or representatives
The above named R6t:tCt<:try -or-rer;,re!e1'ltotrve thereof,
b d '~1 (,j,,'hi '":.'d h'd deingu y __~.~9.~::.'ot epose an say
that the facts set forth in the foregoing petition are true
to the best of.......~~.~~.~:~..:.:....:...kno~ledg~and bel ief.:
Sworn ',,':,"d'b 'b'd b f '.........,-:,;,__.."..-.toan.su SCrl,e e ore
,(see attached sheet)
*See back for acknowledgment
~~
'\,
No..~.9.~.~~.:!=.:!-.~§.~"A.A.
~J
Estate of ~~~.~~.~..:!..~M.~.~~~R :........~..~o.OlQUlc"l-'3 nn
,..,~I '<III ~0 (1)(1)::r 0 0
,,;I'~'<0 11 <+....(1)c::~
.........................................................................-.n 11 11::l Z ~
Deceased .L "0 0 ::l (1)Hl aq III 1-'3 0~..S Hl QO c"~Z
I S <+<+110.0::;:Fjduciary~.~!....~.:...~.~.~~.=.'....~E:~::.~~..~~.!••_:~.~0 <+;e ~~f;,Ul <+III 0 '<~
K t·k",....III ::l....::l 1-'3nesrJ.c,and I.N.Dundore ";;::0 11 o.<+::l Ullll :I:I,-<~.::l '<::r ~S ~••....•..•......••...••...•.........&:x;e-e-u1:-e-r-s-_..----.g -<•Ul (1)<+0 (1)t<:!0?i.~~.trJ 'tl s::::r 11 0.txl I-%jV;d~~s::C"C"(1)::l»
PETITION SUR AUDIT Ei ~?''0 c"Ul (1)I-%j Z 'tl%...~....QUlHlo....•ot<:!
FROM WHERE DECEDENT LEFT A WILL ~~Ig 11,11 <+0 0 0.Z Z::!gl'?(1)....11 <+s::Z~g =Ul c"0 (1)::r Q \1.lV'.~••,(1)Hlaq ....~
>:::;;;'0.o 0.III ~~~-<::r ....(1)11 <:
:.Counsel of Fiduciary will submit herewith the :,~a ;;g ~c"....::l '0 '<»
f II ' . f ' . h C R I!','-,,-<::z:0:0 (1)Ul aq 0 ZoOWlnglIncanormltyWitourtues'j :.,~-....;:;Hl Ul 0 1-1
adopted effE;lctive December 31 1951 1 being ~I ::::~'"~0 :>:;'~CD 11 :.>
rule No 9'~paragraph b-c and divisions '..,',~:::;l,'it"~11 ::l (1)• _'1 q;I ,-~'I-'(1)0 <+III 11ther~of:sho~n on pages 23-24.C ,;I \..;',~m ~....::l CD ~0".;~.•t.i 1 •,--'7'"en S I-'<+0.'0
,,,"1.Written ,praecipes of 01'1 Counsel in the '-,00 CD (1)....11 Ol:Case ~•0.0 Ul CD Ol':;.<+aq::lIllUl
2.o.Copy of.order appointing Guardian ad e lJ ":~,:'::r (1)'<~.-'Jl J ....'....P>.....~Iiteml if pertinent.-.".;:,-,...Ul III 11 <+<+".,-~:.,-::l(1)::r1ll
3.Copy of:Order appointing Trustee ad r.~-I'0.III <+
'litem if pertinent.,...':':-:<+<+....,/'.1 ,~:,•c"11 <:
4.,Proof of service of above.G n ,;.,..~!CD s::<+CD
.:..•r .0"I-'CD::r
J3,f-etters Testamentary or Admin.istration ';;~...;_~.III CD ;
C.T.A.or an attest copy of Will.,',":..,--Hl ::l t-I>CD
...........6.Copy of inventory and appraisement.::I..~~".•0.~~
7.Proof of advertisement of grant of letters ;..~._:...~e,
if not filed with account..:~.
8.Certificate of liens in case any of the " .
funds for distribution are from judicial -~"",
sale of real estate.--;,I;:
9.Signed and itemized elections if any .~~:
distribution in kind..
10.Copy of Federal Estate Tax return if es-
tate is subject the.reto.
.,
"
,.
PATRONO,CEISLER and EDWARDS
Attorneys at Law
80 East Chestnut Stre:et
Washington,Pennsylvania 15301 7
PATRONO ,CEISLER AND EDWARDS
Attorneys at Law
80 East Chestnut Street
Washington,Pennsylvania 15301
NOT ICE.
In the Orphans'Court of Washington County,PennsylvaniaEstateofLenoraJ.Miller,deceased.
No.1043 of 19 68
Rose Miles
TO:Palmer Adair Miles
Sheila Lee Miles
Douglas Edward Miles
19 Mu£tland Avenue
Washington,Pennsylvania 15301
Andrew E.Knestrick
Roy S.Horne
Please take notice thatI.N.Dundore ,Executors
of the Estate of Lenora J.Miller deceased,filed their
first and final Account at the above Number,and that
said Account will be called for audit in the Orphans'Court Room,
Court House,Washington,Pennsylvania,on Thursday,September 12,1968
at 10:00 A.N.,and a decree of confirmation and distribution may
be entered unless exceptions or objections are filed.You may be
present if you so desire but your presence is not mandatory.
PATRONO,CEISLER AND EDWARDS
Attorneys for Executors
Dated:September 6,1968
SAME LETTER TO:
Ruth Patterson
Bernard C.Knestrick
Gerald H.Knestrick
Sarah Dundore
Inheritance Tax Office
First Lutheran Church of
By
Francis H.Patrono
Orphans Home and Farm School of the
Evangelical Lutheran Church
The Old Peoples Home of the Pittsburgh
Synod of the Evangelical Lutheran Churc
Endowment Fund of the ~ethlehem Lutheran
CemeteryWash.,Pa.
PATRONO,CEISLER AND EDWARDS
Attorneys at Law
80 East Chestnut Street
Washington,Pennsylvania 15301
NOT ICE
In the Orphans'Court of Washington County,Pennsylvania
Estate of Lenora J.Miller,deceased.
Rose Miles
TO:Palmer Adair Miles
Sheila Lee Miles
Douglas Edward Miles
19 Murtland Avenue
Washington,Pennsylvania 15301
Andrew E.KnestrickPleasetakenoticetha~oYNS.DHo~ne ,Executors
f h E f ~.•unctore d d £"1 dotestate0LenoraJ.Miller ecease,1 e their
first and final Account tn the office of the Register
of Wills of Washington County,Pennsylvania,on July 24,1968
You may,if you wish,inspect the said account in the said office.
PATRONO,CEISLER AND EDWARDS
Attorneys for Executors
By
Francis H.Patrono
Dated:July 24,1968
SAME LETTER TO:
Ruth Patterson·
Bernard C.Knestrick
Gerald H.Knestrick
Sarah Dundore,
)
3Jn tqr (@rp~unn·IDnurt nf lIunqingtnn mnunty
In the.matter of the Audit of Account in
.,:--,..-
Esta,te of:_-=L=-E=.::.:...::NO..:;R:..::A.:..-J=-.:."---=..M:..:I:..:L:..:L:..:E::.:.:....R t
TO THE AUDITING JUDGE:
No.1043 __o_f ,19~,A.A.
.our accountantsEnterappearancefor·_--::::.:::..:::.~:.::...:..:::::._=..:::...__
::k~:::s;;.q;:AR OS
r ncis H.Patrono
1 2 t h day of Se pteillber
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
19 68,--
~..i'~.......;."",___
t
l'
No.1043 of ,19~,A.A.
In re Audit of Account in Estate of
LENORA J.MILLER
AUDIT
Jrarripr fnr ~ppraranrt
FOR
accountants
"----------
PATRONO,CEISLER AND EDWARDS
Attorney
~~2
..:,..',.,
..
..,
IN ~HE ORPHANS'-COURT OF WAS;HING'TON COUNTY,
."'"'PENNSYLVANIA'
-J
'*,:',',--.'
.
Kmistrick and 1.N.Dundore,and the attorneys,are Patrono,Ceisl r
Tax people have claime'd the deficiency of $6476.'10.Inaddition
I have what I think are the necessary papers.The Fede'ral Estate.-,.
Miller,deceas~d.
, I
'.,
",
.........-
,-
",~.
'No.1043 of 1968
))
))
))
)};;
))
))
-))
,,
The Executors are ,HOY S.Ho.rn~,Andrew E.
Num ber 1043 of 1968,the .e.state pi Lenora J.
HEARING ONAUDIT
Thursday;September 12,'1968;at 10:00 o'clock
A.M.,.EDST.
PATRONO,CEISLER &EDWARDS,ESQS.,of-.
Washington,·Penna.,re ~resentlug the Accountan s.
-,
If the Court please,'in conpection with this estat ,
THE HONORABLE P.'VINC~NT MARINO,
President J\ldge of the said Cou::t.
Mr.Patrono?and Edwards •
MR.PATRONO:
TIME:
~APPEARA NCES:
u
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:J.,
:tl-I'(II
ui THE COURT:
0:1&1~0:o11,-
1&10:
~0:,
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uii:ll.o
g BEFORE:
~oz
xCIl«~
IN RE:
«Deceased.'z«>..I>-CIl
Z
Z-1&1
II,
LENORA J.MILLER,
ESTATE OF
.'e
•
'.
to that,the personal representatives will be obligated.to pay lncom
••I •,.~.'.'-l!:'
.Taxes on the income.receiv7d i.n 1968.So we have'suggested that
..
$8500.00 be reawarded to the executors for this lPJQiFpose.I~ight
•·t-
','
....t '".'.~..
say that we ar'e resistirig'the deficiency 'claim by the Internal
~,<;~..'
.'
".'
Rervenue Service "a~d'we willpr:obably l,il(igate the matter if-
~,••",•._'~~•-/0.• -
;,'.~
•
'necessary.There is'also pending an appeal f;om the app;aisal of t e
[";.1 ~f ...:~.,!~I .'1.--...';~~/...t _t
r'eai estate magle by th~Pe'~nsyl;''ania-Department 'of Re~~'nue.We'sent
a no tice of!he~fi.1ingofthis ~acco'unt to the Office o(the Depar~ment'
t .;,"
sold since the appraisal was made and if they }Vere 'here,rp,aybe we
can act accordingly.Let's se,t a date on this for hearil1g them.W~,,1'
t·•
,,)J
,..
.'
Actually,the real 'estate has b,ee
";;.,.,
-,
Yes.We 'had a valu~,of $8,,000 in the Ir.lV;~nto.;r'Y'
':,..'.'",
Was that appeal to be heard at the audit?
,Well"perhaps we can getcjuicker a.ction on that",'
."',We generally notify Mr:Keller in,these tnatt~rsi.
could arrive at a settlement on the bas is,.of the actual:S'aleprice.·\
October 2,1968,at 10:00A •.M.That will be the date for the Iieari g.
,,
on the Inheritance Tax matter.I don't think there is anything that .
,~~..
will notify you.
".
if we set a date for a hearing in th~maher a~d thEm t,he Dt::partm~nt
So we will,notify him .Let IS set this do~for ~earin~(on 'Wedne'sda
and they valued it at $11,5~0.00.
..:;-
,of Reven~e a'nd'I dpnlt know if th'ere is ,anyon~here from'that o,r:no0(
z~.i~"'!."t
~THE·COURT:CD,'
Z
Z~MR.PATRONO:
~uitI-CIl~THE COURT:
0(
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zol-I.'Z
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~
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presently requires a hearin'g."There w~re no other claims,sir?.•'.'r
..
point out.The decedent left a trust ~f $40,000.The trustees are'
• :.'1'-,
No.There is a problem,however,,that I .shoul
the same people as the persoh~l repres entativesand'they have'"elect d"
.t.
MR.PATRONO:
to take certain of the assets of the es.tate in kind as the .corpus of,"',
...''..'f ot>"~...~
the'trust.The will doesn't say this,but we know that they we.re
.,..,"
..-fT..•,.
.'~.,t •
~.r -
.,,',;3
~J • \•
.'foilowing her ;Wi(3h~s\~'doing 'this.We ,have checked the law on,'the'
4 !,....''..;'~~.'.~.r),
situation and we understa~d that the :law i~,trat the val,uationo(thes
,,
.;."•to.f •
assets?cannot b~the Inv'ent'ory val,uahon~<but the ~aluation as'iQlet~e~.
,'"'
And that then the s ecuritte:sto'beaw'a:ided"t~,the t~'ust wiHtave to'.':',
...~
'It is my understanding,of the,cases anyw'ay 1ha-f",:'
"
..
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1,
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-,
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(>1';.it'"...•.',,'.'.".."..~~,.
oCdistribution.We'have suggest~d 'in the,Audit Petitibn'that
,,'"II-~.,'"
tribution will have 'to'a~a:it the detenninationof the tax.proble:m,;,.''.".-_.,"-,0'•
be valued as of the (iate of dis'tribudon...,.','
,'.,~.:...II'
Bieficiency has'been determined~.lhis deficiency'claim.has "been."-'.1
date
("..,..~.
this be done~'the distribution may be delayed some t!me b.ecause"
,."'.-••'..1 .~'.•.~,'"..",·,t.,:,-".11 ••,...",'"
",,"'.""..".
we have the Federal Estate Tax problem.,Wf2 w,bn,lt ~now-until this,....'~'
'prorata share of,th~t est'ate tax.
determined~ho~'m,lich th~total Federal Es'taJe T,a~is.fo ~e.'Arid It.,•.''.',.
.....~."'~'~'.·I~~"···"
.imagine that it---or J think that this .trust is ,obligated to p'ay its ~f "
-'\.'',..,,"
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kind is very limited and,it,could be rriadeanyhow-if the other matte
to be so.'You wouldp't have a situation whe']7'e·Your di~'trib~'tion in
I believe that the Courts have 'determined that ~
'.
s "
',..'.
.;
"
~.....,~
are later dii?Posed of.,
this is the time when the v'~luation has to b~'inade:'
uia:
III
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III
a:THE COUHT:
I-a:
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'••<•MR.PATRONO:I.don't think so.If I.am right.,this trust has
to bear its share of the tax and you couldn't make ~he distribution'
anyway.whether it was in.kind or not..
,,
THE COURT:',.,We will na,tur~lly hav,e to,'withhol,d distrihut~9ri.'
...~.''..i;1.":).0(
but I do.n't,think there is any nece,ssity for.,continui~gth~audit.'",\
'.....,...
,,.
,"'J
"o'I
......J;
4
.',
'l.~,
MR.PATRONO:'t ..-.•.
",
I don'ts'ee any~.,Th~;eason'(o'r the fuss'wit,h th~estate
lo 'f",t
,I .'tax people is whether or,nqt certain things..she didbefore'her d~ath..,."-"'...'.'~',..~.-
t.were gifts in contemplatio.n o~dea~h'.'.The co'ntention doesn't r,ea~l
,.......I
•I "",.~nvolvedhe matters,the a~sets th,at 'are in 'the es'tate,'bu't neverthe-.',-.'.less,.there maybe a tax liabil,ity'.,',.:.,,"f
,.
"We will dose the'audit,oftheestate'and dist~i'bu ion.,.'.,."-.'.;'}."',,,~~.,..,'.'..."-','..
will be deferred until the matters mentioned by counseLa,re ,settled,
~
Is ther~anyone'e~seinCourt i~tereste~in,thi,s".'
',-
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..
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NO RESPONSE
"'
(A UDIT CLOSED )...~'.'
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<THE COURT:z<~>decedent's estate?IIIz·zIIIDo
ioI-~THE COURT:
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iii~..1 hereby certify that the pro~eedi~s andeYi~ence ~~e c.ont~ined .',
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.~tully and acc~rately in the notes'taken by;me on the he~ring.oftheabove
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S cause,and that this copy is a'correct trimscript.-Qfthe,.$'ame.\..\,,
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The foregoing record of t~e proceedings ,u.pOn'the hearing ot the
above cause,is hereby approved and'direeted';tot·be tiled(.,..
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JL t1 IL LER DD 0831'66 23C :;16 69 ,
705 i~GRL\NT STI 1';36 38 1225
HOU S'H)f~PA 1534Z'nn TO 5 ,16 69
ROY 'r IHOD~'r:•r XEC 0,;;;.:,,\\11_/c:.""
2'~647'?~:';QC(»)~706 EG..;,Ddu en 'b~ator Numbe
Reference and date Assessment (l)Amount paid Balance due
TAX 3077-.12 Statement of
INTEREST;
I
2 "Co'~.Ib;I •.L ~
PEN.~lTIES (.00 .00 3.346.26'"Tax Due
This Copy Is For
Your Records
form 17-A'
11)"P"denoles penally
"J"denotes interest
U.S.Trocsury DcpartmantInt~rnql Rovcr.u~Sorvico,
This is a notice 'of additional Federal tax due,based on an a~dit of '
your tax return for the period shown.The amount shown as "Balance Due"
should be paid within 10 days from the date of this notice.
TY 26 (REV.1-65)PART 3
Please make your check or money order payable to the "Internal:
Revenue Service"and print thereon the number listed in the address block
above.Sen:'it,,~~,ith the.,other ~opy/of/fhis notice to the Dist$Lct::·Di~~,.,of
Internal Rev~f1u1F.:·'/"d /'·,!<><>,;/~"C..'/'"--"
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Date of this notice MiiV 1 n
,i1fr 11 ..t h
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'","1~'
IN THE ORPHAW COURT OF WASHINGTON COUNTY,PENNSYLVANIA
j
IN RE:
ESTATE OF
LENORA J.MILLER,
Deceased
)
)
)
)
)
)
)
No.1043,of 1968,A.A.
STIPULATION
Now,this 11th day of October ,_1968,it-------------
is hereby stipulated and agreed:
(1)That personal representatives of the deceased
and the Division of Transfer Inheritance Tax of the Pennsylvania
Department of Revenue do hereby agree that the true and proper
assessment of real estate owned by Lenora J.Miller for Transfer
InteritanceTax purposes was,at the time of her death,$9150.
(2)That the Orphans'Court of Washington County,
Pennsylvania,be requested in making its calculations for the
purpose of its AdjUdication and Decree ,to calculate the
Pennsylvania Inheritance Tax due on the said real estate on an
evaluation of $9150.
(3)That,because of this stipulation,the hearing
on the appeal of the personal representatives of the above named
decedent from the assessment of the real estate made by the
Pennsylvania Department of Revenue be canceled because it,is no
longer required.
Miller,
Commonwealth of Pennsylvania,Division of Transfer Inheritance Tax
By
uthor1ze presentat1ve
Assistant Attorney Gen 1
~
IN THE ORPHANS'COVRT OF
WASHINGTON COUNTY,PENNA.
NO.1043 of 1968,A.A.
-----,
IN RE:
I.ESTATE OF LENORA J.
MILLER,Deceased.
pATRONO,CEISLER and EDWARDS
Attorneys at Law
80 East Chestnut Street
Wash)pgton.Pennsylvania 15301
V ~C.---t...f/Y
I ~0?->0 -/..-?5-JC-~.••'.••--.........1:.._
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STIPULATION
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased No.1043 of 196~,X>XXXX
PAY TR AN SCR I PT
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsylvania,by its Adjudication and Decree of August 14,196~9__
and set forth to the right of his/her name,including in kind any
property awarded to him/her by the said Adjudication and Decree,
from ROY S.HORNE,ANDREW E.KNESTRICK,and I.N.DUNDORE,Execut~r
personal representativeCs)in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the obligation resting upon him
by virtue of the said Adjucation and Decree.
Date of Receipt
.?.L,1962-
~,1962-
7.75
4.00
3085.94
~;ra.ture of Distribu.tee Amount Received
~e_~-tL)2JJ ~$101.50
(R..~ll Marino,C~
~_/-v-u_/lj):Jz;~
(RU~j~;;kO.C.l
(uuf/:LI.U;~~~)
J:2~~b ;4~n~(~II Marlno,Agent)196~
196~24
24--'
--'
September
September
September
September
--,196_
---------,196_
---------'196_
_________,196_
NOTE.:Recei.pts given by Orphans Home and Farm School of the
Evangelical Lutheran Church,The Old Peoples Home of the Pittsburgh
Synod of the Evangeli.cal Lutheran Ch:urch I Endowment Fund of the
Bethlehem Lutheran Cemetery,and First Lutheran Church of Washingto
w-ere fi.led at audi.t..~
,,
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased No.1043 of 196~,X~~~~
PAY TRANSCR IPT
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsylvania,by its Adjudication and Decree of Au~ust 14,1969
and set forth to the right of his/he~name,including in kind any
property awarded to him/her by the said Adjudication and Decree,
fromROY S.HORNE,ANDREW E.KNESTRICK,and I.N.DUNDORE,Executo~~
personal representative(s)in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the obligation resting upon him
by virtue ~f the said Adj~cation and Decree.
I
I
I
10.00
100.00
Signature of Distributee Amount Received
(pQ;~al~,~onr2,000.00 ,
0 ..-.,~2,000.00(R~es,spouse of grandson)CJt::::a-Q~~~~~~uCv..-J
(Parents and natural gu~rdiansR£Sheila·Lee.Mil:-~.~."_'''"d~~.~~.
(Parents and natural guardians
of Douglas Edward Miles)
Date of Re ce ipt
IOCU/4/\J 2,196L
6Jc~.,2,196~
,OdJ..JwJ .2..,196~
(9et;J&!)-2...,1962...-
--,196_
--,196_
--,196_
---~-----'196_
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased
PAY TR AN SCR I PT
No.l043 of 196~,JOX:CX
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsylvania,by its Adjudication and Decree ofAugust 14,1969
and set forth to the right of his/her name,including in kind any
property awarded to him/her by the said Adjudication and Decree
fromANDREW E.KNESTRICK,ROY S.HORNE,and ~~~N.DUNDORE,Executors-----------....:...-_--------.;,.-----------..;,.....----,personal representative(s)in the above named Estate;and each of
the undersigned does,by his/her s~gnature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the ob~igation resting upon him
by virtue of the said Adjucation and Decree.
Date of Receipt
September tll ,196L
September 2J1 ,196~
September q,9196-
--'196-
Signature of Distributee Amount Received
~L~»!)~.£--14_-I~j/.J $100 . 00
(Sarah Dundore,nlece)
~A A~A.,~,."",-~~,-()-l 18,581.80
(Sarah Dundore,nlece
~'~lewi8'581.79
--,
--,
--'
--'
196_
196_
196_
196_
-------
,
-~------~-----..-----------------------------------------"""T"""---'
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased
PAY TRANSCR IPT
No.1043 of 196~,~~«~
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsylvania,by its Adjudication and Decree of August 14,1969
and set forth to the right of his/her name,including in kind any
property awarded to him/her by the said Adjudication and Decree,
from ROY S.HORNE,ANDREW E.KNESTRICK,and I.N.DUNDORE,ExecutQr3
personal representative<s)in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the obligation resting upon him
by virtue of the said Adjucation and Decree.
Date of Receipt
September ~j 196~
Signature of Distributee~e~~~!~}~rj:~~~o~~&~.
Trus'ee u~~r the Will'of
Lenora J.Miller
Amount Received
$43,580.60
--'
--'
--'
--,
---------,
--'
---------,
196_
196_
196_
196_
196_
196_
196_
\/'
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
I
In IRe:
\.
\\
ESTATE OF
LENORA J.MILLER,
Deceased
PAY TR AN SCR I PT
No.1043 of 196~,~¥EX
Each of the undersigned does hereby acknowledge to hav~
receiv~d on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsyivania,by its Adjudication and Decree of August 14,1969
\and se~forth to the right of his/her name,including in kind any
property awarded to him/her bi the said Adjudication and Decree,
from ROY S.HORNE,ANDREW E.KNESTRI~K,and I.N.DUNDORE,Execu~o~s
personal representative<s>in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the obligation resting upon him
by virtue of the said Adjucation and Decree.
Date of 'Receipt
caet=~,196~
Signature of Distributee
,~h Pa erson)
Amount Received
$1,000.00
--'
--'
--'
--,
--'
--'
--'
196_
196_
196_
196_
196_
196_
196_
..•
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased
PAY TR ANSCR I PT
No.1043 of 196~,X~~~~
",
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans',Court of Washington County,
Pennsylvania,by its Adjudication and Decree of August 14,1969
and set forth tci the right of his/her name,including in kind any
property awarded to him/her by the said Adjudication and Decree,
from ROY S.HORNE,ANDREW E.KNESTRICK,and I.N.DUNDORE,ExecutOJ;s
personal representativeCs)in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia-
bility for the discharge of the obligation resting upon him
by virtue of the said Adjucation and Decree.
'/.....
Amount Received
$18,581.79
ew)~
--'
--'
--'
196_
196_
196_
--'196-.
--,196-,
-----,~-,;--,196____-.~--
•
--'196_
tIfIj}--
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:ESTATE OF
LENORA J.MILLER,
Deceased
PAY TR AN SCR I PT
No.1043 of 196~,X~~~~
Each of the undersigned does hereby acknowledge to have
received on the date set forth to the left of his/her name the sum
awarded to him/her by the Orphans'Court of Washington County,
Pennsylvania,by its Adjudication and Decree of August 14.1969
and set forth to the right of his/her name,including in kind any
property awarded to him/her by the said Adjudication and Decree,
fromROY S.HORNE,,ANDREW E.KNESTRICK,and Ie N e DUNDORE,ExeCutoD
personal representative(.>in the above named Estate;and each of
the undersigned does,by his/her signature hereto,release and
discharge the said personal representative from any further lia~
bility for the discharge of the Obligation resting upon him
by virtue of the said Adjucation and Decree.
Date of Receipt
__'_'_1_2-__I ,1962-
~nature of Distributee Amount Received~~cg $18,581.79
(Gerald H.Knestrick,nephew)
--'
--'
---~-----,
196_
196_
196_
(j'"
~
"
./.~...
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY$PENNA.
ORPHANS'COURT DIVISION
NO.1043 OF 1968
IN RE:
LENORA J.MILLER~ESTATE
PAY'.'TRANSCRIPTS
I
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III
PATRONO,CEISLER and EDWARDS
Attorneys at Law ./
80 East Chestnut S eet
Washington,Penns ania 15301
(
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~N THE COURT OF COMMON PLEAS 0
~ASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
NO.1043 OF 1968,A. A.
IN RE:
ESTATE OF LENORA J.
MILLER,Deceased.
PETTTTONTO BE RE-
LIEVED OF DUTIES OF
TRUSTEE
PATRONO,CEISLER and EDWARDS
Attorneys at Law
80 East Chestnut Street
Washington,Pennsylvania 15301
(.
,--~-------.r---------------------------------------
/
IN 7HE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
LENORA J.MILLER,
DECEASED.
No.1043 of 1968,A.A.
.PETITION TO BE
RELIEVED OF DUTIES
OF TRUSTEE
AND NOW,this'25th day of ___J_u_l.::,Y ,i 969 ,
come I.N.DUNDORE,ROY S.HORNE,and ANDREW E.KNESTRICK and
respectfully represent and set forth a~follows:
1.Yoar petitioner,I.N.DUNDORE,is an
.individual who resides at R.D.#3,Myerstown,Lebanon Co~nty,
Pennsylvania.
2.Your petitioner,ROY S.HORNE,is an individua
who resides at 705 West Grant Street,Borough of Houston,Washingt n
County,Pennsylvania.
t •.••'3 ..Your pe titioner,ANDREW'E~KNESTRICK,is an
individual who re~ides ~t 245 Sanitarium Road,Washington,
Pennsylvania,a place .ofresi~~n~~located in South Strabane
Township,Washington Coun~y,.Pennsylvania.
4.Your petitioners are the executors named in
the will of Lenora J.Miller.
5.Your petitioners have filed their account of
their administration of the Estate of Lenora J.Miller and it is
presently before your Honorable Court for audit.
6.In the will of Lenora J.Miller she establish
.j
a trust of $40,000 for her grandson,Palmer A.Miles,her grandso 's
wife,Rose Miles,and the children of the siid Mr.and Mrs.Miles
.~...
Douglas Edward Miles and Sheila Lee Miles.She also named your
petitioners trustees of the said trust.
7;Your "petitioner,I.N.DUNDORE,re~uests your.~f.Honorabl~Cou~t to relieve him from.acting as trustee of the trust
established in the will of Lenora.J.M~Iler for the following
reasons;
(a).He has ~.by re~son of age ,been compelle'd•
to retire from the practice of his profession.
(b)As a result of his retirement he has had
to take up re~idence in Myerstown,Pennsylvania which is at such a
distance from Washington ,Pennsylvania as to render him ineffect'ive
in administering the trust.
(e)The duties of the'trustee will be largely
~hose of investme~tof the capital o~the trust,duties for which
~is training.as a minister .of the gospel and his experience as a
Ptinister of the gospel do not fit him.
S.Your petitioner,ROY S.HORNE,requests your
~onorableCourt that hebe relieved of the duties of trustee for
his reason:
(a)He has recently experieneed a physical
~ilment which caused him ,to seek medical advice.He has also been
~xtremely nervous.He has been advised by his physician that.he
IJhould not undertake any activity beyond the activity required by
~is normal employment and,specifically.,that he should not under-
ake the duties of trustee above mentioned.He believes,on the
~dvice of his physician,that serving as trustee will bedetrimenta
o his physical and mental health.
9.Your petitioner,ANDREW E.KNESTRICK,requests
our Honorable Court that he be rglieved of the duties of trustee
or thes~reasons;
(a)He is ~ngaged in a ne~ly begun business in
ashington,Pennsylvania and in addition works a full turn at
ashington Steel Company,.and 'is also secretary of the union local
v
,t
which serves the employees at the Washington Steel Company.His.
busines's and union·affairs 'are taking increasing amounts of his
time resultirig in an inability on his part to attend to the affair
of the trust.
10.Your petitioners have secured the verbal cons nt
of the First National Bank and Trust Company,ll1ashington,Pennsylv nia
i'a banking institution authorized to administer'trusts,that:it wil
undertake thedutiei of trustee set forth in the said will.
WHEREFORE,your petitioners pray your Honorable Court
that your Honorable Court relieve them of th~responsibility of
acting as trustees of the trust set up in the will of Lenora J.
Miller for the ben~fitof Palmer A.Miles et al.
,.,
COMMONWEALTH OF PENNSYLVANIA,
SS:
COUNTY OF LEBANON
Before 'me the undersigned a.uthoritypersonally appeared
I.N.DUNDORE,wh~being duly sworn according to law,deposes and
says that he is a p~titioner in thi.action and that the facts set
forth in the foregoing Petition are true and correct upon his
p~rsonal knowle~ge.
Sworn to and subscribed before me
this
(Sea'l)
"
day of''M
Notary Public in and for
,:,County/Pennsylvania '.
Lebanon
,19()9.
,r
MY COMMISSION
,(_...--RUTIl B,(J(lOD.tIOT!RY Pl$ttt
EXP IRES ;1 MEYE!lSlOWll BOROU6H,lfBlltON COY)t1Y
MY COW.\ISSI(}N·fXP1R,ES !ANUAM 1~,lnS
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
LENORA J.MILLER,
Deceased.
No.1043 of 1968,A.A.
JOINDER,
'OF PARTIES 'IN INTEREST
The undersigned,being all the parti.es in interest in
the trust established by the will of Lenora J.Miller,either as
a trust~e named in the will of Lenora J.Miller or as the benefici-
aries of the said trust,do hereby si~nify that we have read th~
foregoing petition,thit we unde~stand its eontents,and that we
have no objection to the grant of the prayer of the said petition
by the Orphans'Court of Washington County,Pennsylvania.'
Palmer
Rose Miles,que trust
A.
Sheila'
Miles,
A.
•
aI"f
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
•
LENORA J.MILLER,
DECEAsED.
,.
No:In43 of 1968,A.A.
o R D E R'--
-'7"
AND NOW,this __~~~.~ay of ,1969,---------
the foregoing petition having been 'p~esented,it is ordered that
it be filed,a~d it is ORDEREb AND'DECREED that the ~etitioners,
I.N.DUNDORE,ROYS.HORNE,and ANDREW E.KNESTRICKare relieved
of all responsibilities of acting as trustees of the trust set up
in the will of Lenora J.Miller for the benefit of Palmer A.Miles
e tal.;and the Firs t Na tional Bank and -Trus t Company,Washington,
Pennsylvania is appointed trustee to carry out the sa~d trust on
the terms ~nd conditions set forth in the ~ill of Lenora J.Miller.
By the _Court,
P.J.
FRANCIS H.PATRONO
ROBERT L.CEISLER
JOHN W.EDWARDS.JR.
JOHN C.PETTIT
ROBERT D.BECK
EDWIN J.TOMKO
PATRONO,CEISLER AND EDWARDS
ATTORNEYS AT LAW
80 EAST CHESTNUT STREET
WASHINGTON,PENNSYLVANIA 15301
August 4,1969
TELEPHONE 225-8460
AREA COCE 412
)
Mr.John V.B.Hana
Distributions Clerk
Orphans'Court Division
Court of Common Pleas of Washington County
Washington County Courthouse
Washington,Pennsylvania 15301
Re:Estate of Lenora J.Miller
Our File -3286
Dear Mr.Hana:
As you'requested in our recent telephone conversation,
I am enclosing a copy of the agreement between Lenora J.Miller
et con.and Charles G.Knestrick et ux.pertaining to property on
Locust Avenue,Washington.This agreement contains the description
of the property which you expressed an interest in having.
Very truly yours,
PAT~RONO'~EIS.LQ EDWARDS
By -tQl.&.tU.J W~~rancis H.Patrono
FHP/cep
Enclosure
i:
J
in the 1I/'ar
.'
g £n1 nt
The Silid premises q.re described Q..l!!oU0'!V:r:
ALL that certain lot or gro'lnd f.!tuute part;l'y in the Slxth Ward
CHARLES E.KNESTRICK and RUT~I 8 ..KNESTRICK,hIs WIfe,of the JTdI.
Ward,~lty of W'ashlngt('n p W~.l'\h1n~'tton 'County,PennsJ·lvIlIJ.i.!ii.,piirti'''::,~
t.md
~rti(lf of
pa~tle$or the first pa~t.
2009T ."!CfN'fU~nt rur ~"l.."f Ll\llll.,111"":&I':1.·.·1 ~1'1.\11<"
".n".n...ll.iile..l..tJllNt.I"a.
MADE THE davof
01 our fJord nne thousand nine hundred
and more fully described as ro:l~w~J to-wit:
FR~Wrf~~G !.~8 .feet on the ~"Jstcr,j,y ~l.do c,f'
,,
tngton,Wsah1.ngton County,Penns'll if:U"'!.!'tj>•·;1.11g lal;)Wn li.ud·d~J:'lgna ted '
Alo.'D IT 18 FURTHER AGREED.by and between the said.1)artil!.'l,that p03se.'1sion of said
prp.mi.~e8 shaU be delivered to the part t ~.!:!of thl'second 1Klrt,the1 r .heirs or a..'iSi{}lUi,on thr.
1st ,MY of t~,':.'.:.;t.6mbe:':·A.D.19 58,uniil whir.h time the
parti ':'?pf the first part shall be entitled to have (In({receive the rents,issues and profits thereof,
and th"saUl 1>art ie SJ)f tile secoM part also agree JIt~:?J.Jxd.t~lI'IBxtitll.tr..~~•.JUmiRk1i~~
,.~4lf~k~~j~xMJti!fl!~i~~"""fP"6$~t',·.att'~to keep tht.bt/ildin08 thereon ift..'iured in the sum
of FOURTEE."N 1'HOUSAND FOU}!HURD.tiED.·""....,"~.,....-,-..;......'...~_......-"'"
1 ($i4,40 0.00)Dollar"vavab16 to the said part:."s of the first part,as i1l.ternt may'a:ppear.
.And upon the payment of the said sum,the ~aid part ienof the first part wiU,at their
make,'execute and deliver'toOrre ~~J")~~~1rffi of the second part,~(lood a~d 8ufficient Deed for
the l>roptr conveyino and WJ8Uring of the .9aid premises in,lee 8'impl.e,free from all incumbranc~
and dower,or right of dower,sue;"conveyance to contain.the usttal C01Je1U1nU of Gener.~l
Warranty.
And the 'said partIes of the second part,aoree with the said partl09s of the first part,to
purchase the lIo:id premwes and pay therefor the Hum of SIXTE"'2tlf TlIerS-AND 'V'----~
-_.----'- --------...'w --- -~.-($16,OOO.OO)Dollars,
in the manner and at the times hc,"einbefor.e pro'vided,
.;
of the secon.d pa.Tt,WITNE:SSE1'lI,that the said 7.la t·ti.I'lsO!the first 1)art,in (';onsideration of t1/1~
covenants and agreements hereinafter cont(£ined,on.the part 01 the said rATties of the second part
to be kept and perfo)'med,ha'J ~aDr(-~/ld and do herebll agree to sell and convey Ull to
the said partte sf th.fl second pa'rt,t!l'~1.."heirs or aBsign,q,all the land and premi,'1es herein-
.after mentioned and fully described,lor t1u~Slim of S.T.XTE1~!{TlIi)USA;iD ~.-...~-.,,-
,...-------..;.- -,--'"."(:$1 ~,000.00)Dol14rs,to be po.id as follo'ws:
ONE THOUSAND (#1,000.00;DOLL;~BC ·i:;rwn at tht"1 eX!H~ution ,:;f thIs
I\gr{H'~I1ient,th(~re,-;el.pt wh";-I~jfl$hereby .n.Gk:1r)wledged~and t.h,s 'Da:""
an'~e ofFIFTE~-;n THOUSAND (:~,lS ,000 ~00)DOLLARS In moni;;hl Y"paym~.m tsorONEHUNDREDF'H'TY ($1~;G~0C)fJO;"LARS o::'rnore on :)!'bI3r"r-e th~~'>::1
4.,y r "''''ch .......d ....v·,.:,~m~>'t-\1 \,,,.··..,···"tn··y 0'1'·'···..I tH-h .;jl<'V A('"'1··'·~"~.f...,P:t ;It;\0 •.#~I."'~...,~oJ ~!..'Ii,.~"';f'II .........~:.~-..~"~-~~'l }~~J<'".t,....,\..v \..,.....~.V,"!'\.~.t,\oft t",\'<'.J
195f3s>and,in add 1tion,in "ere,H 9.t the fa t;1j of'slxper cent.p~!"
annUl'tt to b.e paid each,sty:m,:'nth~aJ·vJ.to be calcuJ.~t~d on t,he prin-
.clpnl:balance existing at.:the lH:;;::Ulr'.t:lg of the :slx.ro.onf;fi~!lt pl~:'~od;
.,',the whole of the prlnc1pu'J t:l1't~'l,in~~re~1t to tiC pald in fu'tl '01::;tl1n
:"':,,··..f'tiTe years from t.he date c~th5.~t Jl-:~t'~3t3ml:.:nt;.
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.'Plttsbursh Pike)'and runnina baok of even width along Gibson Avenue
a dietanoe ot 160 teet to Braden st~.otJ bounded on the Eaat br .'
,.ItooustAvenue•.on the South b1 Gibeon Avenu&JOft the weet by Bra4en
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str&etJ and on the North b1 prope~tl now O~formerly of James Amon.
BElIG ~e 8Qm8.1ctotsround Wb!chWA'conv.Jed bl w.ahington·
union Trust C~an1,Executor'of tbe E$tate ot David P.Bart,'also'.
mOWftaID.'.Hart,to Lenora·J.Miller b;,deed dated tbe.28th 6&,
;'."':
ot septembe1'.1948,and ~the 118001'4&1"0 Ottlout Waab1Jlg"•...
ton Count,•.'enn1l1van!a.~~k..•....IT:"'hg..'..'.','.\'."..'.,~'.~
IT IS 'Ml1'1"C1ALLY mTOERSTOOD AND AGREED AS 'OLLO~IS:
\1.That the parotleaot,the first p~t will pa,.all:real
-.
eetate taxea .tOlt the 7&81'19S8,andror'all p~lo".,ears,that the
I·..''.,.
partie.ot the seoond part will para11 i'aal 'estate taxei ·tox-the,
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:'.,',:,.eu-,19S9 aM al1',8ubsequent Jeul"~'.
.',2.'l'hatthe p~tle.'ot the tlrst peu-t will pal all realt)'
....'..''.~
.tl'anstez-taxes,xletlng as otthe dateotthes6 preaerits';but the
i ••
..'.,partlesot the seoond part shall pal any'addltlonal realtr tnnater
)..
'axe.vblcb 11&1 be imposed attol'the date cttheS&presents'.
).That the pal'tieaot theaecond put "'ill be entitled
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.,ther may 48en advisable to ~e promises which are the sUbject.of this.."
Agreementt pro"Vldod~however.that in the eVEtnt or the termination'..'.
ot this A.si'eement ,.by the detaultor the parties of th6 second part·
the,._hall be,entitle4to n.o cOni.peneatlon tor an,.r~palra Ol~'tmProv.-.'.',:1
."..I .'.
menta aa4.b,·virtue otthe provlalonsot th1aparagraph.i
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.4.That the parties ot the seoond part;;w111'purchue tl'om ..
the pal'tle8 ot tho first part.the unexpired termot the tire blur--
,,;
,,':,:,>'.&nee now owned \>1 the parties of the tir-It part In the amount.ot
$12,400.00 by paying a p%'Oi-ata share ot the prem1um therefor',and
'-:,':"11J.',<1n add1tlon~seoure addit10nal lnsw'anoe1a the amount of',",.;'...'..'.'....,.\..
•2.000.00•.The proration ot ~.In.urance.prem1UDl ahall be oalculated'
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~p91 ex~cn:~~q ~!JG UU'rJ!0 t~n.~pe.hm.h~)l:1()'~V~:'3rt1 o.1J&m~q·
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OU.f.Plw'$j.1G ~'"42l--\!"~1:?-1;18~Q~;..~.t.J~U~+d~~S.!~uh1ngtoD.waShliton Oount1.'Pennsylvania
COl1llJ.X 01>llirlllllllt\.tOll :lllll H1 00llllll,18 <~o~Expire.JanuarJ 1S.1959
'eJaV~8 O~h:::jU1~'trAv~I':
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In t4r QInurt nf QInmumu Jlrus nf lIu5~iugtnu <ltnuuty.
Jruusylunuin.(0rp~nu5'Qrl11U1 f3itti.6lnu
ESTATE 'OF
Lenora J.Miller,
deceased.
No.104.3 of 1968
In the matter of the First and Final
Account of Roy S.Horne,Andrew E.
Knestrick,&I.N.Dundore,
Executors.
ADJUDICATION AND DECREE
And now:Augllst /r ,19..6..9-,this matter come on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$122,731 •113 .and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereoft unless exceptions hereto be filed
sec.reg.or on appeal be taken herefrom sec.leg.'
.C/
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional debit asked at audit,.
Additional credit asked at audit,
Balance _
Deduct Clerk's Costs &Receipts &Costs Petition
Attorney 'Patrono,Ceis]er,&Edwards
51.45
257.05
122,988.48
Internal Revenue Service,Federal Estate Tax -
Additional -including tax and interest,credit
to be taken by the accountants for funds advance
prior to distribution by the Court,3346.26
119,283.67
DEBIT -Gain by revaluation -per election,
Russell Marino,Clerk O.C.,costs in certifying
real estate (Article of Agreement for sale)to
Recorder,
John D.Woodward,Recorder,costs recording
certification of real estate (covered by Article
of Agreeme nt for Sale)and costs registering
sa.me,
Russell Marino,Agent,transfer inheritance
tax,$2795.16
Interest from 11-31...67 to 8-25-69 290.78
~almer Adair Miles,grandson,legacy,credit to
be taken b¥the accountants for funds in the
amount of $1400.00 advanced prior to distributio
by the Court,
o 1.79
2000.00
129,715.46
129,711.46
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124,617.77
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Rose Miles,spouse of grandson,legacy,credit
to be taken by the accountants for funds in the
amount of $1400.00 advanced prior to distributio
by the Court,2000.00
Palmer Adair Miles and Rose Miles,parents and
natural guardians of Sheila Lee Miles,great-
granddaughter,a minor,specific bequest.,in kind
of diamond ring',held in kind and distributed as
such at the appraised value,credit to be taken
by the accountants for items advanced prior to
distribution by the Court,100.00,
Sarah Dundore,niece,specific bequest in kind
of dia~ond ring,held in kind and distributed as
such at the appraised value,credit to be taken
by the accountant for item advanced prior to
distribution by the Court,100.00
Orphans Home and Farm School of the Evangelical
Lutheran Church,for the use of the Lutherans
Orphans Home,legacy,credit to pe taken by the
accountant for funds advanced prior to distri-
bution by the Court,(charity exemption,
certificate filed),1000.00
The Old Peoples Home of the Pittsburgh Synod of he
Evangelical Lutheran Church,legacy,credit to
be taken by the accountant for funds aavanced pI'or
to distribution by the Court,(Tax exemption
certificate fi~ed),1000.00
122,617.77
122,517.77
122,417.77
121,417.77
120,417.77
Endowment Fund of the Bethlehem Lutheran
Cemetery,legacy,credit to be taken by the
accountant for funds advanced prior to distri-
bution by the Court,(Tax exemption certificate
filed),500.00
119,917.77
First Lutheran Church of Washington,legacy,
under the terms of the will,credit to be taken
by the accountants for funds advanced prior to
distribution by the Court,(Tax exemption
certificate filed),11000.00
First National Bank and Trust Company,Washingto ,
Pennsylvania,Trustee,legacy in trust,under th
terms of the will and codicil as set out in
paragraph 10 as amended,including the following
assets,held in kind and distributed as such at
the value as shown,per election filed;plus
interest accrued:
118,917.77
11150.00
$2913.75
6091.14
3448.50
7956.25
2037.50
105
220
121
100
100
200
shares Philadelphia Electric Co.
shares Duquesne Light Co.
shares Columbia Gas Co,
shares General Motors Corp.
shares Lone Star Gas Co.
shares Richman Brothers Co.
(merged with F.W.Woolworth Co"
exchange was 1 share Richman
Brothers common stock for 1 share
of F.W.Woo1wcrth Co.,2.20 Pfd.
Stock)
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Knestrick Article of Agreement for sale (real
estate certified hereinbelow)balance due
as date 9-10"68 is $5803.93
Cash 598.93
Income accrued at rate of 3%per year
from date of death 3580.60
1.1.'3'580.60
75,337.17
Ruth Paterson,legacy,credit to be taken by the
accountants for funds in the amount of $700.00
advanced prior to distribution by the Court,1000.00
74,337.•17
Palmer Adair Miles and Rose Mile.s,pa.rents and
natctral guardians of·Douglas Edward Miles,great
gr8ridson,a minor,specific bequAst in kind of
boys wrist watch,held in kind and distributed as
suc~at the appraised value,credit to be taken
by the accountants for funds advanced prior to
distribution by the Court,•
Sarah Dundore,niece,1/4 residue,.
Andrew E.Knestrick,nephew,1/4.residue,
Bernard C.Knestrick,nephew,1/4 residue,
Gerald H.Knestrick,nephew,1/4 re~idue,
10.00
18581.80
18581.79
18581.79
18581.79
74,327.17
No balance
NOTE:Included in the above residue for distri-
bution are the following assets,held in kind anc
distributed as such at the value as shown and in
the proportionate shares as set forth above:
728.shares American Telephone &Telegraph ComJany stocK 39,676.00
1190 shares Allegheny Power Company stock 26,037.20
281 shares Delaware Fund 4,293.68
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF W~SHINGTm COUNTY
BY THE CLERK OF THE ORPHA.NS'COURT DIVI,~ION
Lenora J.Miller,devisor,to the First National Bank an<Trust
Company,devisees by election,of all the right,title 8.l'd interest
of the devisor in and to parcel of real estate a~descriled herein -
said parcel sllbject to Article of Agreement for ~a1e to Charles E.
Knestrick and Ruth E.Knestrick,his wife,said ~greemen dated
July 22,1958 with an original sale price of $16DOO.00 w th the
balance due as of September 8,1968 of $5803~93;subject real estate
described as,VIZ:
ALL that certain lot of ground situate partl.Y in thE Sixth Ward
and partly in the Third Ward o~the City (former y Borou~h)of
Washington,Washington County,Pennsylvania,beilg known and desig-
nated as Lot No.Twelve (12)in Braden and Mille~'s Addi ion to
Washington,and more fully described as follows,to-wit:
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on Avenue'
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FRONTING 48 feet on the westerly side of Lo
Pittsburgh Pike)and running back of even width
a distance of 160 feet to Braden_Street;bounded
LOCllst Avenue;on the South by Gibson Avenue;on
Street;and on the North by prop~rty now or form of
BEING the same lot of ground which was conv shington
Union Trust Company,Executor of the Estate rt,also
known asD.P.Hart,to Lenora J.M~ller by deed dated th 28th day
of September,1948,and recorded in the Recorder's Office of Washington
County,Pennsylvania.
CERTIFIED TO RECORDER:SEPTEMBER 25,1969.
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IN THE COURT ,OF COMMON PLEAS'OF,'WASHINGTON "COUNTY"
ORI:HANS,'COUR'1;,'DIX~ISION •,"
PENNSYLVANI
Estate 'of-,4;
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"':~'.-LENORA J.',
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IN RE:."
M.ILLER,
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March 1,,t979
THE 'HONORABLE SAMUEL L.RODGERS,'..,,
Judge of',the said,Cour,t ..~.'.,..'.'.••t,:'....'......~'......
Damon J.Faidowski,EsqUire'~'b,::
Represen.ting the 'Accotintant ;.i,
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AUDIT<•
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'Debora
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.'/.....THE COURT.:
"-..".~,..,.;.
68-1043,{~~tate~of,Lenor~J .
-.Mi,lle~,:Fi;st-&.patria·l ,Account of First
-e,
.
National Bank &Trust ~o~,
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',Fa'ld9w·ski,."attorney.'
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Trustee,
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Damon J.
........;
MS.'LOUgHREY:Mr.Fa-ldow5ki'couldn't be
here today 'so he'asked'me to,come and ask
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,No,.Your Honor"...;'.
~Do we have.th~·necessary pape 5?
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANI
ORPHANS'COURT DIVISION
IN RE:
Estate of
No.63-68-1043LENORAJ.MILLER,
U1
March 1,1979
THE HONORABLE SAMUEL L.RODGERS,J.
Judge of the said Court
Damon J.Fa1dowski,Esquire
Representing the Accountant
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toO
,AUDIT
<:';).:t~
'-~::.::~.;l"""·r-·v Wi1>'
Debora R.Belcastro
Official Court Reporter
APPEARANCE:
TIME:
BEFORE:
Deceased.
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THE COURT:68-1043,Estate of Lenora J.
Miller,First &Patrial Account of First
National Bank &Trust Co.,Trustee,Damon J.
Faldowski,attorney.
MS.LOUGHREY:Mr.Faldowski couldn't be
National Bank.
the audit will be continued.
that it be closed.
else in Court interested in the Estate of
(No response.)Alright,
THE COURT:Who are you?
THE COURT:Well,we'll continue the audi1
MR.VLACHOS:No,Your Honor .
THE COURT:Do we have the necessary pape s?
MS.LOUGHREY:Cynthia Loughrey,First
in the Estate of Lenora J.Miller.Is anyone
Lenora J.Millerf
here today.so he asked me to come and ask
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(END OF PROCEEDINGS)
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63-68-1043 3.
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I hereby certi [y tl18 t the pro-
ceedings and eVidence are contained fully and accurately
in the notes taken by me on the hearing of the above
cause,and that this copy is a corl"ect tran;jScript of
the same.
Debora H.Belcastro
Official Court Reporter
The foregoing recor(J of the
proceedings upon the hea:rin&~of the above caU~H~is hereby
app:roved $nd dir£,~cted to be filed.
By ttl€;COU1"'t,
Samuel L•Rodgers,.J.
,
11
Form for Guardian or Trustee
'rtition ~ur l\u~it
l1u IDqr (@rp4au!i~illanrl of lIu!iqiugtnu arnuuty
J
Estate of ~~P:~E~~.~~.!!!.~E.~~.~.~.~.~.~.~.~.1..
Trust under Will
•••••..•••••..••••••••••••••••••••••••••••11 11 ..
Filed at No of 196 .
. .First National Bank &Trust Co.,FIducIary ..
For ~!:".::~..~E~..~!!.~!~~!.~~~.~!.~.~.!.~.??......................~~.~.~.~~.~.~.?.~.~~.~.~L..~E.~~.~.::::..
.....~.h.~.~.!.~~~~...tl:~~~:?...~~P:~.~.~....~g~p..?..~z..!.~.~....~.~....~~les ~r~;p~~;:~~:~....~~~!.~...~~...~~~9.~...~.!.~.~.??.~~.~.~~~~tonmKN~~~~~County,Pa.--No.1043 of 1968.
Beneficiaries
:~~::~bijt......~.~.~.~~.~....!~.?....!?..~~::~~~~...~~...~~j,~~ication and Decree of Lenora J.Miller Estate.
If there have been former accounts (No.1043 of 1968)
filed in this estate,list:
None.
Reason for filing this account.~9.:.~9.~:..~~!?!?.:~y.~.~9..~~~.:.~::.~.~.?~~.~.~.?'.~.~~~~~~~~.~~~!?.~:E.~::~~=.:~.ina-
tion of this trust on behalf of Sheila Lee Miles Jones (1/4 interest),as ordered by CourtonFebruary.28,'1978,a copy of which is hereto attached.All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:.
~
Mr.&Mrs.Palmer Adair Miles--100%income beneficiaries,1/2 principal beneficiaries.;'
Douglas E.Miles---------------l/4 principal beneficiary.
Sheila Lee Miles Jones---------1/4 principal beneficiary.(Principal interest terminates
as of this accounting.)
All of said parties have received notice as required by the Court Rules except as follows:
All have received notice.
The fund now before the Court is subject to the following taxes:
None.
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:..;:-
None...
"'.
BALANCE DUE AFTER THIS ACCOUNTING:
Balance for distribution per account,Principal
~he balance for distribution to Sheila Miles Jones is
now $0.00;however,per the accounting,$29,332.64 is now Income
the principal balance--being owned equally (1/3 each)by:
Additional debits not shown in account:Mr.Palmer Adair Miles
(Indicate whether income or principal)Mrs.Palmer Adair Miles
Mr.Douglas E.Miles.
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
$g.~g.Q..@ .
$QII.QQ ..
$.........0.00...................................................
Balance for distribution Principal
Income
Total
Total additional credits
0.00~~$..
$9..~..~9...
$Q.~..Q.Q ..
$............0.00................................................
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
Balance distributed is mentioned in accounting.The purpose of this accounting was to
indicate that said distribution had been made.
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Set forth accountan~s suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portIOns unless specIfic amounts or items are designated by instrument under which estate is being distributed:
Accounting has been filed pursuant to Court Order dated February 28,1978,indicating
that the partia1'termination of this trust (Sheila Lee Miles Jones'1/4 principal interest
in said trust)has been completed.Trustee is to retain balance of trust.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly l?W.QIl1.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of h~.r knowledge and belief.
Sworn .....................................to and subscnbed before me
1979.1st -,March "vThIs::day of ;:~..,..cxf~!IJ ~/)~
Signature ·~Of Officer \~;..
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Title of Offic~r ~.~.~.~EY.:.
Office expires cg~~...1.1..1.1....
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And your petitioner will ever pray,etc.
First National Bank &Trust Co.,Washington,Pa.
Trustee Under the Will of Lenora J.Miller.
"~~":""~~!*."..".
Trust Administration Officer
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IN THE
ORP~ANS~COURT
OF WASHINGTON COUNTYr
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No :of 196 ..
ESTATE OF LenQJ:.9.,J..;,M.t.llg:r...
Trust under Will
FOR....)1r..~.."..~11r..$........rg,l);w?.r.....Agg,!.!:11.~l-.~.$..!..
p..9.Y:g.±9.-.$.....~..!~.±~.$..L..~h~.~J:9.-....J...~.~~~:!.~.~~.ones.
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Beneficiaries
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Washington,Pa.,Trustee.
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
S.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question o~law raised.
Damon Faldowski,Counsel for Petitioners •
..........· · · · · ·G~~~~i"·flUX~..
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REGISTERED
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ESTATE OF
LENORA J.MILLER,
Deceased.
N 63-68-1043'o.__.:....:..-...:.~~..:;..::_
In the matter ofthe FIRST &PARTIAL
Account of FI RST NATIONAL BANI)&
TRUST CO.,WASHINGTON,PA.,Trustee
ADJUDICATION AND DECREE
,An now g~,~23',,191.!l-,this matter come on for hearing,
audit arid distribution of this session and testimony token;and thereupon,upon due considel'ation
thereof of the balance for distribution in the hands~of the Accountant is determined to be '
$,29,332 .64 "r 1 and the aCCoUl1t is accordingly confirmed;and it is ordered,'
adjudged and decreed that the said balance be paid ~ut by the Accountant in,accordance with the ,~
schedule of distribution hereto attached and made Q part hereof,unless ex<;;eptions hereto,be filed "
SElC.re'g.or an appeal be takeri herefrom sec.,leg.';:.'".
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BY THE COURT:
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SCHEDULE ;'oF'ofsTRIBUTION,I
Attorney
'11 ..C;Balance per account,--':-',_:-'-'__-'--~I
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Balance:-'--I
Deduct Clerk's Costs &Receipts ---,-I
DAMON J.FALDOWSKI,ESQUIRE
First National Bank &Trtist Co.,Washington,
Pa.,as Trustee under the terms of the
Will of Lenora J.Miller,deceased,for
the benefit of Palmer Adair Miles,-
Rose Miles and Douglas E.Miles,residue,
consisting of the following assets in-.
kind:
2529 Units First National Bank &Trust
Co.Plan for Equity Fund
422 Units First National Bank &Trust
Co.Plan for Fixed Income Fund
Cash
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5,108.56
4,220.00
4.08
$29,332.64
$29,332.64
NO BALANCE
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COU~T DIVISION
IN RE:
TRUST OF
LENORA J.MILLER
""
PRELIMINARY ORDER
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".'DAMON J.FALDOWSKI
ATTORNEY AT LAW
33 WEST BEAU STREET
WASHINGTON,PA.15301
}
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
LENORA J.MILLER,
DECEASED.
No.1043 ·of 1968,A.A.
PETITION TO BE
RELIEVED·OF DUTIES
OFTRUS'TEE
AND NOW,this 25th day of ___J_u_l_y=--,i 969 ,
come I.N.DUNDORE,ROY S.HORNE,and ANDREW E.KNESTRICK and
respectfully represent and set forth as follows:
1.Your petitioner,I.N.DUNDORE,is an
individual who resides at R.D.#3,Myerstown,Lebanon Co~nty,
Pennsylvania.
2.Your petitioner,ROY S.HORNE,is an individua
who resides at 705 West Grant Street,Borough of Houston,Washingt n
County,Pennsylvania.
~•.,JY~1Jr pe'ti:tioner,ANDR'EW E:KNESTRICK,is an
individual who re~ides ,t 245 Sanitarium Road,Washington,
,Pennsylvania,a place ,of ,residenc~located in South Strabane.,
Township,Washington County,Pennsylvania.
r " •
4.Your petitioners are the executors named in
the will of Lenora J.Miller.
5.Your petitioners have filed their account of
their administration of the Estate of Lenora J.Miller and it is
presently before your Honorable Court for audit.
6.In the will of Lenora J.Miller she establish
a trust of $40,000 for her grandson,Palmer A.Miles,her grandso
wife,Rose Miles,and the children of the said Mr.and Mrs.Miles
'~
Douglas Edward Miles and Sheila Lee Miles.She also named your
petitioners trustee~of the said trust..~
7:Your "petitioner,I.N.DUNDORE,re~ues'ts your;)(
Honorabl~Court to relieve bim from.acting as trustee of the trust
",established in the will of Lenora J.M~rler for the following
reasons;
(a).He has;by reason of age,been compelle'd".
to retire from the~ractice of his profession.
(b)As a result of his retirement he has had
to take up re~idence in Myerstown,Pennsylvania which is at such a
distance from Washington,Pennsylvania as to render him ineffect'ive
in administering the trust.
(c)The duties of the'trustee will be largely
hose of investmen~of the capital o~the trust,duties for which
is training as a minister .of the gospel and his experience as a
iniste~of the gospel do not fit him.
8.Your petitioner,ROY S.HORNE,requests your
onorableCourt tha~he be relieved of the duties of trustee for
his reason:
(a)He has recently experienced a physical
ilment which caused him to se~kmedical advice.He has also been
xtremely nervous.He has been advised by his physician that.he
hould not undertake any activity beyond the activity required by
is normal employmen~and,specifically.,that he should not under-
ake the duties oftruste~abov~mentioned.He believes,on the
dvice of his physician,that serving as trustee will bedetrimenta
o his phySical and mental health.
9.Your petitioner,ANDREW E.KNESTRICK,requests
our Honorable Court that he b!~elieved of the duties of trustee
or thes~reasons;
(a)He is engaged in a newly begun business in
ashington,Pennsylvania and in addition works a full turn at
ashington Steel Company,and is also secretary'of th.union local
which serve~~he employees at the Washington Steel Company.His
business and union'affairs -are taking increasing amounts of his
time resultirig in an inability on his part to attend to the affair
of the trust.
10.Your petitioners have secured the verbal cons nt
of the First National Bank and Trust Company,lvashington,Pennsylv nia
."a banki~g institution authorized to administer·trusts,that it wil
undertake the duties of trustee set forth in the said will.
WHEREFORE,your petitioners pray your Honorable Court
that your Honorable Court relieve them of the responsibility of
acting as truste~s ~f the trust"set up in the will of Lenora J.
Miller for th.ben~fit of Palmer A.Miles et al •
..
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF WASHINGTON
Befor~me the undersigned authority personally appeared
ROYS.'HORNE and ANDREW E.KNESTRrCK,wh~,being duly sworn
according to law,depose-and say that they are petition,ers in this
action and that the facts set forth in the foregoing Petition are
true and correct upon th.ir personal knowled~e.
~':
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Sworn to and subsc'rib~d before 'me
this '~/~~_·~~'·~.__
(Seal)
day of --i.,..,.Q",,::~:;,:':::=,'~~;Ii:''I'_i_~__'1969.
{I'd,
Ii
in and for Washi~gton,
MY COMMISSION EXPIRES:
ANGELINE SORrCE,Notary Public'
gO E,Chestnut St;
Washington,Wash.po.,Pa.
My Commission Expires January 11,1971
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF LEBANON
Bef'ore'me the undersigned a.uthoritypersona11y appeared
I.N.DUNDORE,whd being duly sworn according to law,deposes and
says that h~is a petitioner in thi~action and that the facts set
forth in the for~goi~g Petition are true and correct upon his
p~rsonal know1e~ge.
Sworn to and subscribed before me
'this day of .~,1969.
(Sea'l)f!w.f1?~d de(.
,Notary Public in and for Lebanon
,County'{Pep.nsylvania '..'
MY COMMISSION
/_....._..
. (II\J1lI B.GOOD.tlOlAllV VU3tlt
EXP IRES :i MEYERSlOWN BOROU6H.lEBlllGN COYlUY
,toIy caMMISSIOM:EXPIRES !ANUARY 15.,lUi'
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
LENORA J.MILLER,
Deceased.
No.1043 of 1968,A.A.
JOINDER·
·OF PARTIES IN INTEREST
The undersigned,being all the parties in interest in
the trust established by the ~ill of Lenora J.Miller,either as
a trustee named in the will of Lenora J.Miller or as thebenefici-
aries of the said trust,do hereby signify that we have read the
foregoing pet~tion,that we understand its contents,and that we
have no objection to the grant of the prayer of the said petition
by the Orphans'Court of Washirigton County,Pennsylvania.·
trust
Rose Miles,que trust
Sheila Lee Miles,
Miles,Cestui4ue
A.
f •I t
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
LENORA J.MILLER,No:1043 of 1968,A.A.
DECEASED.',.,
o R D E R:i
AND NOW,this ---,,----day of'r"'''',1969,-------
the foregoing petition having been 'presented,it is ordered that
it be filed,atid it is ORDEREb AND DECREED that th~~etitioners,
I.N.DUNDORE,ROY S.HORNE,and ANDREW E.KNESTRICK'are relieved·
of all responsibilities of acting as trustees of the trust set up
in the ~ill of Lenora J.Miller for the benef~t of Palmer A.Miles
et al.;and th~First National Bank and ·Trust Company,Washington,
Pennsylvania ~s appointed trustee to carry out the said trust on
the terms ~nd conditions set forth in th~~ill of Lenora J.Miller.
By the Court,
P.J.
~.._......"
PATRONO,CEISLER AND EDWARDS
ATTORNEYS AT Ll:AW
)
FRANCIS H.PATRONO
ROBERT L.CEISLER
JOHN W.EDWARDS.JR.
JOHN C.PETTIT
ROBERT D.BECK
EDWIN J.TOMKO
80 EAST CHESTNUT STREET
WASHINGTON,PENNSYLVANIA 15301
August 4,1969
TELEPHONE 225-8460
AREA CODE 412
Mr.John V.B.Hana
Distributions Clerk
Orphans'Court Division
Court of Common Pleas of Washington County
Washington County Courthouse
Washington,Pennsylvania 15301
Re:Estate of Lenora J.Miller
Our File -3286
Dear Mr.Hana:
As you'requested in our recent telephone conversation,
I am enclosing a copy of the agreement between Lenora J.Miller
et con.and Charles G.Knestrick et ux.pertaining to property on
Locust Avenue,Washington.This agreement contains the description
of the property which you expressed an interest in having.
Very truly yours,
PAT~RONO'~EIS.LQ EDWARDS
By AQf.&.qJJ W~~rancis H.Patrono
FHP!cep
Enclosure
in the 1/1'ar
m£ntr
end'",~,'.
;,
The said prfmise,,;Ilre <U-Bcribed a.s !ollo'iV.":
ALL the.t certain lot of gr()',md f,!tuv.te par tl'y in th(~Six th Wn.rd
pa~tles or the f1rot pa~t.
CHARLES E.KNESTRICK and RUTS E..KNESTRICK,hIs Wife,of the J~'d
I
Ward,r;lty of'WQ.sh,1,ngt0n?W~i~h~r:~.,.t.onCowlt1,Pennaylvu.n.:t$~,piirtl"',;~~
2009T "\Ilfl't'flwnt lur ~..I~",1.I\11l1..'1I""~Ii.1'~I""l'"1.\\1'"N.nr)'H",lI,iae••1..uaM"I'a.
MADE THE day of
01 our Dord flne thQusand nine hundred
,6~n Ward,CIty of Wa,li1hl!~£ton.,~hlsht.neton C.OllIlty,
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tngton,WBah1.ngton COllnty,Penn::tyl 'i/i~"~,S.~.';1.n.g k'll')Wn.li.nd·d~S!lgna ted '
and more fully described as ro:l~wJJ to-wit:
,IFRO?rrfr~~o 48 teet on the w")$t;:Jrj.y 51dl~c-f L.(:O~':115t AV€ln,tH'to (rot'i')
and the said pa,rt ie SfJf th~seCO'M part also agree :JIt~;~itdJdu:&'Sxtil1lttr..~1pbmJUJJimc:KJmI!l~
~i'l:l~,(~kMt~.~}t:t.Ji'!~~l,t~"P1t~$et%t$,...an'"to 'keep tht.buildings thereon i",,-,,;ured in the $1i1)t
of FOURTEh'N !'HOUSAND FOUH HUNDiiED'--""-...-,-..:----- - - -"'"
,($i4,400.OO)Dollar"payable to the 8aid part~I..3 of the first p«t't,M interut fnQ,,/appear.
.And upon the payme~t of the said sum,the :'?aid part il,\'fjOf the first p4rt will,at their
make,'execute and deliver t~rT:e ~~~r J>~~1i'2B of the second part,~good a~d ~'Ufficient Deed for
the 1,roper conveying a.nd aasuring of the .9aid premises if!.fee lrim'P~,freB fTOm a.U incumbrance
and dOtver,or right of dcywer,Buell.wnveyance to contain the usual c(1)~mant8 of Gel'leral
~~~'.
And the 'said partIes of th~second part,a.{}f'Ce .with the said partIes of the first part,to
purchase the strid.premUJeJJ and pay therefor the Bum of 3IXTE"'lN THCrrs..:rND 'V'--..-~
_-----'--- --.._...-....~...........--($16,000000)Dollar",
in the manner and at the times he"einbefore 1)rovided.
A,.,,'D IT IS FURTHER AGREED,by aM betweM the said partie.s,that p08se.IJ8i011 of said
premi.~e3 shaU be delivered to the part t ~!:l of thr second 1xtrt,t.ho 1 ['·lteirs or a.'isiqrl..'J,on th"
1st ,MY 01 t~,0,~:t.6ml~H~r't'A.D.19 58~U1tiil whir.h time the
part i ..,?,of the first part shall be entit~d to have and receive the ·rents,issues and profits thereof,
9.S Lc)t No.Twelve '(12),in BradQl1 find M:lIJ!.H,t<:;Addition to W&.8hinftvn
.
of the second ptlrt,WITNESSETH.that the said 7Ht1·tt;'lsof the first 1mrt,in r.mudderation of til!?
cove7wnts and aoreements hereinafter contained,on the part vf the said rATties of the second part
to be kept and perfo)'med,ha<;~agreed and do hereb1/agree to sell and cmweyunto
the said pa,rttea!th.e second part,tr.'c~1.:,ht'il's or a.'1sion,'1,all the land and 1Jremi.'le.~hereiTl-
after mentioned and fully described,lor thf'.slim of 8r.XTE;~H TH';USA~P ..,'-",.~.,.,.."-
'..-...-...-....- - - - -.-~'"",-,(:$I:l~OO~L00)Dollars,to be pa,id as follo'ws:
ONE THOUSAND ($1,000000;DOLL:~RC ·i:;'lwn at ::'h~':eX8cuti.on::.f t~hIE;
A.grt)i~"lien t,th('~ro~e t p t wh·);/.~)r,i,$he:rt:by [leknr)Wl edged,a1ld th'3 b a 1"
an~e of 'FIFTE!~THOUSAND (~$lS;000~00).DOI,LARS 1n mcn:hly'paym~'~t~
of ONE HUNDREDF'H'TY ($l::Go'JC)fJO":"'LARS O!',liore on .)!.b(~r,,!'c th!";~'>~a
d.tly of eAch and every mc,'t';t.h~b~e!.:'~nl.ngon'tho 10th clIt-Y,of f.-\,lE,usts195f3~and,in addition,itl~er'e,H 9,t th€l(f,o':t,1;'?J of six per cent.P~!"
annUIr:t to b,e paid each stx rl':mths a,:vJ.to bt~calcL\J.1it{)d on the prin-
.','clpnl balance existing at the b·~Ebml:1,g of the :sIx.M(Hl"tb.!t V~;~o\~;
".~'.the whole or the prlnelpul Dnd:ln~!rest to be paid in full w!~h!n
;,.,'!',:':0',n'l1,l!1,years from the da.te 0 ~t.h~.£!,J.l.;:!;!'I',Hinll:;n t;,..'t.;;...
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...P1ttsbursh Pike)and running back or even width along Gibson Avenue
&di.tanoe ot 160 teet to Braden st~.et.bounded on the Eaat br .
Looust A'f'enue.on'the South b,.albIon Avenu&;en the west b1 81'aden.'.\
Str&etl and on the North by prop.~tl now Ol"tomer17 of Jaruea Amon."';'_
BEllO the 8ame.lot'ot ground which·wa.co nyeJed hJ w.ahington ."
,
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,'tTftl0l'1 Truat C·ompan1,Executor 01 tbe E.tateot DavieS P.But,'a180
known ·a8D.,.Hart,to tenora'J.MilleI'1,1 deed dated the.28th 6a7
..".
ot t1eptember.194B,an4_~'the l'le~::r"ottl06 ot Watlh1Jlcl-"'
ton Count,.,Penn1l1venla.del .•1:''''''Pagr'..''.,'.'.'~..,..
IT IS'MUTt1ALLYUNDEi,tSTOODAND AGREED AS -POLL6~lS:
\1.'1'hat the parotle.ot;the first p~t will pal ail:real
eetate t~.8tO~the ,._a1'19Sa,and fo%'all P~10~JtatUi.'that the
partie.ot the .econd part will pal a'll 1'a&l estate taxei ·toP the .
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.'partIes or the $eoond part shall pay anl'add1tlQnal realty transter
taxo.which 11&1 be imposed attol'the date otthese presents'..
)~.That the p$rt1~.or the second paftw111 be entitled
,trom and at't.~th.dateot·thece prQ$onts to make such repairs a8
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'.",2•.'that.tbe peu-t1ea'ot the ttl'st put will 1'6\1 all realt1
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·transtez-tues .xletlngaa otthedllteottheao presentS';but the
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ther mar 4een advisable to the.promises which are the subjeot.ot this
Agreements pro.ldod~however.that in the eVE»nt or the teminatlon . '
ot this Agiteement ..b1 the default or the partlo8 of the .,cond part·
.the,..hall be,entltle4to no cOrttpensatlontoranJ re,palrs o~'~rov..;1
.ent._46 ~,..virtue otthe provlilona .ot th1aparagraph.\.'';,'.iii
.4.The.t the partie.ot the aecond part :w111'purchase trOll
the pal"lea of tho f1rat put the unexpired term ot the .tire in8lUt--
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,..&nee now owned 'b'1 the parties ot the first part 1n tbe amount ot
$12,400.00 by paring a pX-Oi-ata share ot tho prem1um thereto:r,and
.:".["11:1~,.In add!tlon~seoure ~ad1tlonallns'W'ance"in the amount of
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.$2,000.00.'!'he proration of the In.uzwance.ppemtUDl shall be oaloulatea
·'.l II • :
,a.of September 1,19$8.'.;".,','
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P!18fSYLVAIIA
WASHINGTON
3ulr S8'1!f~tl!J."KatbJ7'!l I.flutan.'..,
,',,',',LENORA J ~"'L~'Mc!vA~RY Q
.....'P'PftlR ~'I,''Ur.1ii1'"'WF..r~u~rr'(:;'o",11 I'"n'n"li3f'l~"''''~en t:'"lJ'f'l7'tf1 "'~"•.t'",-r l'[,Ie"''''''!~u..~",A-Uifi j 'OI:1AfilJ,"..u:.,~.....!l.I ',...),1,,••Nf-+i -~":>'\'j)~""'-i ..,+"",,~~~,
:1191 ex~cn:tGq ~IJG OnrJJ0 t(n~~pe,hm.bbVi$1JfV~:'9rU oalTii-'ett:f1q·
ne SnpQO~iPSQ ~o ,~PQ tOLafi:ort1etf3l'{:f~l"fW~U.pli $lJq WC~.JO~1G~~G\1 f.fJS'~:I,'
!U'0MlJ ~"J1~f (o:r.,.eS'r.ttitO'c~OXtrrlb:'OA?i1~'tt~p~f:p1&l :b~:t.aom~"~tj'O(jC UliJtl1~8
9"'11 wbbo~,J.EVq CUVHrE~E Ci R11E8J.HICK mrqj"i~.p..ulS·ImF.BJ,BICKt.p'ra Hrl.e~
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<'('OU'f.p;rm'tiro ~~el-~.~l?-~~QP;·:~,t'2~U~~d.l~S.j~uhlngtoD.
waehliton Oount 1.'Penns71vania
C'OiltlrL..t aLi MV~3Hn10.:tOU :am:HJ c"oa,,18 /o~Expire.lanuarJ 1;,19S9
~JNJ./d.O~h:;i'J:Uia!rA'\jl~IV :."\....
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~n t1J~<ltnurt nf <ltnmnmu 'l~Ul1 nf lIul11}iugtnu <ltnuuty.
Jruul1ylunuin.OOrp1}nus'<ltnurt llitti!iwU
)
ESTATE 'OF
Lenora Je Mjllert
deceased.
No.1043 of 1968
In the matter of the First and Final
Account of Roy Se Horne t Andrew E.
Knestrick,&Ie N.Dundore,
Executors.
ADJUDICATION AND DECREE
And now August /r ,19.-6.9-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due considerationthereofthebalancefordistributioninthehandsoftheAccountantisdeterminedtobe
$ ,22 ,73'.1.1}.and the account is accordingly confirmed;and it is ordered,
adjudged.and decreed that the said balance be paid out by the Accountant in accordance with thescheduleofdistributionheretoattachedandmadeaparthereoftunlessexceptionsheretobefiled
sec.reg.or an appeal be taken herefrom sec.leg.'
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SCHEDULE OF DISTRIBUTION
Balance per account 1
Additional debit asked at audit,.
Additional credit asked at audit,
Balance _
Deduct Clerk's Costs &Receipts &Costs Petition
Afttomey'Patrono,Ceisler,&Edwards
51.45
257.05
101.$0 .
$122,937,°3
122,988.48
Internal Revenue Service,Federal Estate Tax -
Additional -including tax and interest,credit
to be taken by the accountants for funds advance
prior to distribution by the Court,3346~26
119,283.67
DEBIT -Gain by revaluation -per election,
Russell Marino,Clerk O.C.,costs in certifying
real estate (Article of Agreement for sale)to
Recorder,
John D.Woodward,Recorder,costs recording
certification of real estate (covered by Article
of Agreement for Sale)and costs registering
same,
Russell Marino,Agent,transfer inheritance
tax,$2795.16
Interest from 11-31-67 to 8-25-69 290.78
o 1.79
129,715.46
129,711.46
1Ir//17f
fI;rGf flttJ
Palmer Adair Miles,grandson,legacy,credit to
be taken b~the accountants for funds in the
amount of $1400.00 advanced prior to distributio
by the Court,2000.00
124,617.77
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Rose Miles,spouse
to be taken by the
amount of $1400.00
by the Court,
of grandson,legacy,credit
accountants for funds in the
advanced prior t·o distributio~~
2000.00
122,617.77
Palmer Adair Miles and Rose Niles,parents and
natural guardians of Sheila Lee Miles,great-
granddaughter,a minor,specific bequest.,in kind
of diamond ring',held in kind and distributed as
such at the appraised value,credit to be taken
by the accountants for items advanced prior to
distribution by the Court,100.00
Sarah Dundore,niece,specific bequest in kind
of diamond ring,held in kind and distributed as
such at the appraised value,credit to be taken
by the accountant for item advanced prior to
distribution by the Court,100.00
Orphans Home and Farm School of the Evangelical
Lutheran Church,for the use of "the Lutherans
Orphans Home,legacy,credit to pe taken by the
accountant for funds advanced prior to distri-
bution by the Court,(charity exemption,
certificate filed),
The Old Peoples Home of the Pittsburgh Synod of
Evangelical Lutheran Church,legacy,credit to
be taken by the accountant for funds aavanced pr
to distribution by the Court,(Tax exemption
certificate fi~ed),
122,517.77
122,417.77
Endowment Fund of the Bethlehem Lutheran
Cemetery,legacy,credit to be taken by the
accountant for funds advanced prior to distri-
bution by the Court,(Tax exemption certificate
filed),500.00
119,917.77
First Lutheran Church of Washington,legacy,
under the terms of the will,credit to be taken
by the accountants for funds advanced prior to
distribution by the Court,(Tax exemption
certificate filed),1000.00
First National Bank and Trust Compl3ny,Washingto~,
Pennsylvania,Trustee,legacy in trust,under th~
terms of the will and codicil as set out in
paragraph 10 as amended,including the following
assets,held in kind and distributed as such at
the value as shown,per election filed;plus
interest accrued:
118,917.77
11150.00
$2913.75
6091.14
3448.50
7956.25
2031.50
105
220
121
100
100
200
shares Philadelphia Electric Co.
shares Duquesne Light Co.
shares Columbia Gas Co.
shares General Motors Corp.
shares Lone Star Gas Co.
shares Richman Brothers Co.
(merged with F.W.Woolworth Co.,
exchange was 1 share Richman
Brothers common stock for 1 share
of F.W.Woolworth Co.,2.20 Pfd.
Stock)
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Knestrick Article of Agreement for sale (real
estate certified hereinbelow)balance due
as date 9-10-68 is $5803.93
Cash 598.93
Income accrued at rate of 3%per year
from date of death 3580.60
143580.60
Ruth Paterson,legacy,credit to be taken by the
accountants for funds in the amount of $700.00
advanced prior to distribution by the Court,1000.00
Palmer Adair Miles and Rose Mile.s,pa.rents and
natural guardians of Douglas Edward Miles,great
grandson,a minor,specific bequest in kind of
boys wrist watch,held in kind and distributed AS
suc~at the appraised value,credit to be taken
by the accountants for funds advanced prior to
distribution by the Court,10.00
74,337,.17
74,327.17
Sarah Dundore,niece,1/4 residue,
,
Andrew E.Knestrick,nephew,1/4 ,residue,
Bernard C.Knestrick,nephew,1/4 residue,
Gerald H.Knestrick,nephew,1/4 residue,
18581.80
18581.79
18581.79
18581.79
No balance
NOTE:Included in the above residue for distri-
bution are the following assets,held in kind and
distributed as such at the value as shown and in
the proportionate shares as set forth above:
728.shares American Telephone &Telegraph ComIany stock:39,676.00
1190 shares Allegheny Power Company stock 26,037.20
281 shares Delaware Fund 4,293.68
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF W..SHINGTO~COUNTY
BY THE CLERK OF THE ORPHA.NS'COURT DIVI nON
Lenora J.Miller,devisor,to the First National Bank anc Trust
Compa.ny,devisees by election,of all the right,title ard interest
of the devisor in and to parcel of real estate a~descri ed herein -
saidpa.rcel subject to Article of Agreement for ~ale to (harles E.
Knestrick and Ruth E.Knestrick,his Wife,said igreemen~dated
July 22,1958 with an original sale price of $16DOO.00 w th the
balance due as of September 8,1968 of $5803.93;subject real estate
described as,VIZ:
ALL tha.t certain lot of ground situate partfloy in thE Sixth Ward
and partly in the Third Ward of the City (former y Borou~h)of
Washington,Washington County,Pennsylvania,beihg known and desig-
nated as Lot No.Twelve (12)in Braden and Mille~ts Addi ion to
Washington,and more fully described as follows,to~wit:
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by Braden.
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on Avenue
FRONTING 48 feet on the westerly side of Lo
Pittsburgh Pike)and running pack of even width
a distance of 160 feet to Braden.Street;bounded
Locust Avenue;on the South by Gibson Avenue;on
Street;and on the North by property now or form of
BEING the same lot of ground which was conv W shington
Union Trust Company,Executor of the Estate of D rt,also
known as D.p.Hart,to Lenora J.M~ller by deed 28th day
of September,1948,and recorded in the Recorder's Office of Washington
County,Pennsylvania.
CERTIFIED TO RECORDER:SEPTENBER 25,1969.
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IN ~THE.COURT ,OF COMMON PLEAS'OF,WASHINGTON
ORPHANS ,,'COU-RT';:DIVISION.."-':,':,:'
COUNTY.:,
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THE 'HONORABLE SAMUEL L.':kODGERS ,"J,:''
Judge of'the said ~Cour,t
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...~1""'"narnon J.Faldowski ,Esq;uire ,-.,..:~
Repres,enting the''AccoUntant';,~
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANI
ORPHANS'COURT DIVISION
IN RE:
Estate of«
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LENORA J.MILLER,
Deceased.
BEFORE:
TIME:
APPEARANCE:
No.63:"68-1043
AUDIT
THE HONORABLE SAMUEL L.RODGERS,J.
Judge of the said Court
March 1,1979
Damon J.Faldowski,Esquire
Representing the Accountant
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Debora R.Belcastro"Official Court Reporter
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THE COURT:68-1043,Estate of Lenora J.
Miller,First &Patrial Account of First
National Bank &Trust Co.,Trustee,Damon J.
Faldowski,attorney.
National Bank.
the audit will be continued.
that it be closed.
THE COURT:Who are you?
(No response.)Alright,
THE COURT:Well,we'll continue the audi1
THE COURT:Do we have the necessary papels?
MR.VLACHOS:No,Your Honor.
MS.LOUGHREY:Cynthia Loughrey,First
MS.LOUGHREY:Mr.Faldowski couldn't be
in the Estate of Lenora J.Miller.Is anyonE
here today-so he asked me to come and ask
Lenora J.Miller?
else in Court interested in the Estate of
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(END OF PROCEEDINGS)
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63-68-1043 3.
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I hereby certify that the pro-
ceed:ings and eVidence are contained fully and accurately
in the notes taken by me on the hearing of the above
cp'use,and the.t this copy is a corI"ect transcri pt of
the same.
Dehora R.m.lcastro
Official Court Reporter
The foregoing record of the
proceedings upon the hearing of the above caU~3e is hereby
approved and dh"ected to be filed.
By the COUl"'t t
Samuel L..Rodgers;..T.
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Form for Guardian or Trustee
'rlUion ~ur 1\u~u
3Jtt wl1r ®rpl1uttB ~Q!nurt of Blasqittgtnu arnuttty
Estate of ~~g9.!.~:!..~~.~.g~E.~A~E.~.~.~.~.~.?.................Filed at No of 196 .
Trust under Will . .First National Bank &Trust Co.,...............................................................................................................................FIducIary ..
F Mr.&Mrs.Palmer Adair Miles,Washington,Pa.,Trusteeor...........................................................................................................................
.....?h~.~.!.~...~~~...~~~~~...:!.9.)}~~.~....~)}~...p.9.~Z.!.~.?....~.~.....~~les ~r~;p~::%~g,:?~~!9.E.~9.~9.~~.!.~.~.~.?~~.~.~~.~~tonmKN~~~~~County,Pa.--No.1043 of 1968.
Beneficiaries
:~~~~mt......A~.~.~~.~....!.~.?....~~~~::~~!~...9.E....~~j.~.~iCation and Decree of Lenora J.Miller Estate.
If there have been former accounts (No.1043 of 1968)
filed in this estate,list:
None.
Reason for filing this account..~~:.~~~.:.~.':p.p..:9.:Y..~.~9.~~~.:..~::.~.~.?.1!,~.~.~.~.~.~~~~~~.~~.~~~p.~:E.~::~E.~:~.ina-
tion of this trust on behalf of Sheila Lee Miles Jones (1/4 interest),as ordered by Court
on February'28,".1978,a copy of which is hereto attached.
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:.
Mr.&Mrs.Palmer Adair Mi1es--100%income beneficiaries,1/2 prinsipa1 beneficiaries.
Douglas E.Mi1es---------------1/4 principal beneficiary.
Sheila Lee Miles Jones---------1/4 principal beneficiary.(Principal interest terminates
as of this accounting.)
All of said parties have received notice as required by the Court Rules except as follows:
All have received notice.
The fund now before the Court is subject to the following taxes:
None.
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
....-
None.
BALANCE DUE AFTER THIS ACCOUNTING:
B I f d''b'.P'.I $0.00 '**'a ance or Istrl utlOn per account,rmclpa -;;;.
~he balance for distribution to Sheila Miles Jones is
now $0.00;however,per the accounting,$29,332.64 is now Income $9.II.QQ .
the principal ba1ance--being owned equally (1/3 each)by:
Additional debits not shown in account:Mr.Palmer Adair Miles
(Indicate whether income or principal)Mrs.Palmer Adair Miles
Mr.Douglas E.Miles.
Additional credits not shown in account:
(Indicate whether income or principal)
Balance for distribution Principal
Income
Total
Total additional debits
Total additional credits
O.OOQc*J$..
$~.~..~g ..
$Q.,..Q.Q ..
$..................O.00..........................................
$0.00....................................
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
Balance distributed is mentioned in accounting.The purpose of this accounting was to
indicate that said distribution had been made.
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Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portIOns unless specific amounts or items are designated by instrument under which estate is being distributed:
Accounting has been filed pursuant to Court Order dated February 28,1978,indicating
that the partial"termination of this trust (Sheila Lee Miles Jones'1/4 principal interest
in said trust)has been completed.Trustee is to retain balance of trust.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly .l?W.QIP.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of h~.!"knowledge and belief.
Sworn .....................................to and subscrIbed before me
1979.1st --March '~vThls·day of ~... . \c<t 'J IJ Lfl~
Signature 'of Officer ~~~;.
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Title of Offic~r ~~.~.~EY.:.
Office expires f2~q::...J.7...7..r...
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And your petitioner will ever pray,etc.
First National Bank &Trust Co.,Washington,Pa.
Trustee Under the Will of Lenora J.Miller.
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Trust Administration Officer
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IN THE
ORPI-IANS~COURT
OF WASHINGTON COUNTYr
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No :of 196 .
ESTATE OF Le.nQ.r.g,J.,~·!;U l~:r .
Trust under Will
FOR.N.I "..!5!t1I.e.'r9.:1m~.r..Ag9.:t:r."M.;!J:.~.!h .
p..9.~~$Je.~~..!M!.!§.!?.~.....~h§.~.!e....1.~.~~.~J...~.~....~.ones.
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Beneficiaries
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Washington,Pa.,Trustee.
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
S.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certifica'te by minor approving
account.
S.Praecipe for those represented.
6.Brief-for any question o~law raised.
Damon Faldowski,Counsel for Petitioners.
Counsel fmxx.ocmmtant.
~2
REGISTERED
'79 MAR 19 Pt1 2 26
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ESTATE OF
LENORA J.MILLER,
De'ceased.
'N 63-68-1043o.__~_~-.:-.:~_
In the matterofthe FIRST &PARTIAL
Account of FI RST NATIONAL BAN]$:&
TRUST CO.,WASHINGTON,PA.,Trustee
ADJUDICATION AND DECREE
An now i/1~/~:23 ,1912-,this matter came on for hearing,
audit arid distribution of this session and testimony taken;and thereupon,upon due consideration
thereof of the balance for distribution in the hands':of the Accountant is determined to be
$'.29,332.64 '.,t and theaccouMt is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant il1 accordance with the "
schedule of distribution hereto attached and .made a part hereof,unless ex~eptions hereto,be filed .,
~c.reg.or an appeal be taken herefrom sec.,leg.;:,.''..•
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BY THE COURT:.,'"
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SCHEDULE :OF"DfsTRIBUTION'I..
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Deduct Clerk's Costs &Receipts ----,-I
Attorney__D_A_M_O_N_J_.__F_A_L_D_O_W_S_K_I-:-,_E_S.:.;:Q_U_I_R_E 1
First National Bank &Trust Co.,Washington,
Pa.,as Trustee under the terms of the
Will of Lenora J.Miller,deceased,for
the benefit of Palmer Adair Miles,'
Rose Miles and Douglas E.Miles,residue,
consisting of the following assets in
kind:
2529 Units First National Bank &Trust
Co.Plan for Equity Fund
422 Units First National Bank &Trust
Co.Plan for Fixed Income Fund
Cash
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5,108.56
4,220.00
4.08
$29,332.64
$29,332.64
NO BALANCE
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST OF
LENORA J.MILLER
.,PRELUiINARY ORDER.
AND NOW,to wit,thi's;2..3 ~J~ay of February,1978,
IT IS HEREBY ORDERED that a hea~ing to t~rmin~te'the Trust,set
up under the Last Will and Testament of Lenora J.Miller,with
respect to Sheila Miles Jones,be scheduled for the 28th day
of February,1978,at 9:00 a.m.,in the Court of Common Pleas,
Orphans'Court Division,Washington County Court House,Washlngton,
Pennsylvania.
BY THE COURT:
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
)
IN RE:TRUST OF
LENORA J.MILLER
PETITION FOR PARTIAL TERMINATION OF
TRUST OF LENORA J.MILLER
AND NOW,comes Sheila Miles Jones,formerly known as
Sheila Lee Miles,Palmer Adair Miles,Rose Miles,and Douglas
Edward Miles by and through their attorney,Damon J.Faldowski,
Esquire,and petition this Honorable Court to terminate the
Trust created under the terms of the Last Will and Testament of
Lenora J.Miller,with respect to the beneficial interest of
Sheila Miles Jones.First National Bank &Trust Company of
Washington,Pennsylvania,as Trustee of said Trust,has indicated
its willingness to partially terminate said trust as aforesaid
if the Court should so approve.
The following is a statement of the facts:
1.Lenora J.Miller,Testatrix herein,was an
individual.who resided in Washington,~ashington County,
Pennsylvania,and who died on August 31,1966.
2.On November 28,1961,Testatrix executed her
Last Will and Testament.On May 16,11966~Testatrix executed
a Codicil to the aforementioned Last Will and Testament.A
true and correct copy of said Last Will and Testament,together
/
with the Codicil pertaining thereto are attached hereto and made
a part hereof and marked as "Exhibit A".Said Last Will and
Testament was probated in the Court of Common Pleas of Washingto
County,Orphans'Court Division,on September 13,1966 .
.3.In said Codicil,dated May 16,1966,the Testatrix
amended her Last Will and Testament,dated November 28,1961.
She amended Paragraph Tenth to read as follows:
•
,.
TENTH:I give and bequeath to my
executors hereinafter -named,as trustee,
the sum of FORTY THOUSAND ($40,000.00)Dollars
or,as shall be decided in the discretion of
my trustee,so much-of my property as has
a value of FORTY THOUSAND ($40,000.00)Dollars
(or has a value slightly in excess of FORTY
THOUSAND ($40,000.00)Dollars to the extent
that it is necessary to exceed FORTY THOUSAND
($40,000.00)Dollars in order to constitute
whole shares of any stock selected by my
trustee without any division of the shares)
in trust~nevertheless,for the following
uses and purposes:
4.In said Codicil,dated May 16,1966,the Testatrix
amended Paragraph "Tenth (d)"of her Last will and Testament,
dated November 28,1961,to read as follows~
(d)When my great-granddaughter,Sheila Lee
Miles,shall have arrived at the age of
twenty-one (21)years,the trustee shall
pay to the said great-granddaughter one-
fourth (1/4)of the principal of the
said trust.
5.The parties who are or may be interested in the
property are as follows:
A.Sheila Miles Jones,formerly known as Sheila Lee
Miles,
696 Beech Street
Washington,Washington County,Pennsylvania 15301
B.Palmer Adair Miles
25 West Katherine Avenue
Washington,Washington County,Pennsylvania 15301
C.Rose Miles
25 West Katherine Avenue
Washington,Washington County,Pennsylvania 15301
D.Douglas Edward Miles
25 West Katherine Avenue
Washington,Washington County,Pennsylvania 15301
All of the above named parties are living and sui juris.The
Trustee is First National Bank &Trust Company of Washington,
Pennsylvania.
6.All parties who are interested or who may be
interested in the Trust property,and who are listed below,have
consented to the partial'termination of said Trust,in favor
of Sheila Miles Jones.The consents of the consenting'
beneficiaries,whose names follow hereunder,are attached hereto,
made a part hereof and marked as ~Exhibit B".
2
A.Sheila Miles Jones
B.Palmer Adair Miles
C.Rose Miles
D.Douglas Edward Miles
7.The Trustee,First National Bank &Trust Company
of Washington,Pennsylvania has indicated its willingness to
accept the partial termination if the Court should so direct.
The statement of the Trustee is attached hereto,made a part
hereof and marked as "Exhibit C".
8.The Trust should be partially terminated with
respect to Sheila Miles 'Jones,for the following reasons~
A.The said Sheila Mi;es Jones has obtained the
age of twenty-one (21)years,her birth date being September 23,
1956,thereby complying with the provisions set forth in
Paragraph "Tenth (d)"of the Codicil to the Last will and
Testament of Lenora J.Miller.
B.The said Sheila Miles Jones,having obtained
the age of twenty-one (21)years,as provided for in Paragraph
"Tenth (d)",the intent of the Testatrix,would be served by
partially terminating the Trust at this time,with respect
to Sheila Miles Jones and distributing one-fourth (1/4)of the
principal of said Trust to her.
WHEREFORE,Petitioners pray your Honorable Court to
partially terminate the Trust of Lenora J.Miller,with respect
to the interest of Sheila Miles Jones,and distribute the
proportionate share of the assets of the said Trust to said
Sheila Miles Jones.
Respectfully submitted,
3
I,LENORA J.MILLER,of.the Citj of Washington,Washington County,
Pennsylvania,do make this~W Last Will and Testament,hereby revoking in
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".-;i···eral and burial eXpenses,and Iq just debts•.
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,,'>:'\':J)ollars t~the Endowtlont Fu:'1d of the Bethlor.cm Lutheran,Cemetery,.at
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,for reduction of the principal of the debt oltha said ohuroh if thoro is "a:tJy
indebtedness cndng by it 'at tho ~i~of my death;if the said ohurohhasno',.
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indebtedno88 at tha time of my death the bequest her&J given TJJb.Y be used tor any'
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."TENTH:I give and bequeath.thesum or TH!RTYTHOUSAND ($30;000.'00
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'Dollars or,'as shall be decided in tho disoretion of my trustee"so'much ot rq -,'
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(C)-t·1hen the wife,or ~said grandson,..·,::~"'-F;."...:;ri:v~arnved at thea~::or fi£ty-~e~en .(57);i~i;s,;t~trustee shall'pq'to:,::;;;'
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'::,~;thEt 'said ROSE MILES Eight ThousandJ$8,OOO.OO Douars ot theprlncipal"ot'tbe
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,i raligh~in'excess of Thirty Thou~d'($JO~oOo.oO)~Ollars,"~o the ene"~t"~t
t""Yli is nece~~to exce;'~'TlrlrtyThcu~and (~JO,OOO.OO}Dollar~in'~r~;;,~~;~"'''~,
L ,::~·i~~~~titute.}~ole shares',;of ~stoc~'~~ctedby:riitrusteevithout ~.dirlt£:2'
f 1~:~~:;~8b~~;~)~~\~t;~;~verth~1~s8,for t~to~ow~ng~se~';~d ~~~S:l'":.:~~,::tf
.,_~~<::-'C<~~.~.,~~'."';:<~:~~r?>:~~9~~~~5~~~::t~:~:~,<.'.~:.~);~:~~~1~L;:);~<~.,''.."~.,'.:,":::.."~~'~~'"..~,.">;"~.'I••...-,"-":~~'i_,,:~{j.f".,~:~:'~:.~.."<"~~'2'\:';~;~~~<~~:;;'~":;~:fi~~~;'~r ~~::~
I:',¢'~:,~r;~'ADAm':~J:S Bb~i'have rea~hed"t~~a~0'£swy{66i!';~~~'~;{~~~';~;~~~~~~~
c:.._.~'~'.,~,:'.......•'".~,;-::.'.""'>">"".::'..>~'.'':.'":.:"~:i-:"~'.'~';'""~."',''\~~',."""_'.•·~"-,:~,·.·.-::r;.:~',~,~~'~,·~~
!..:>,'if J:";:ROSE MILES 'shall.:have reaohed the age ot ti£ty~saven (57)years.·(:;::~;;2,~'.:;
j !.,
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said great-granddaughter Seven Thousand ($7,000.00)Dollars of the prinoipal
~...
,1
of the said trust•
..\.'
...';~j~~,,:i/':-'~:(e)~~an .rI!3"great-grandson,DOUGLAS EDWARD MILES,shaU,..j
have arrivadat .tha a~of twenty-one (21)year~,the trustee shall.pq.to'the"'),
. .....
,;said'great-grandson thebalanoe of:the prinoipal of the s8.1d trust...~
...,;""
.'.;,...
ef)In·the e~e.n1?,.that II\Y grandl;Jon,PALMER AD.URMILES,,
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__/_s_I_L_e_n_O_r_a_J....._M_ill_e_r_·..(SEAL)..."
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3'~';'-_.._",~.''reaohssthe'age.offifty'-seven (57)'y~ars.
..;..
.,
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-.~.
:ADAIR MILE3~'ROSE 1-lILES,:SHEILA I.r;;E MILES;.and DOUGL:~S EDWARD HILES,to .the
.:.',I,~';'...':,~...
,-.;-:.·~t~8han,by~a~on of ~~~s or accident 'oausing'bodily injury,be unable:to =,...'~
. .~\:r:"~,:.,..~'~,..~.",..r
..~~~:;···~tain himself and his family in the'manner t~whioh he has beaome aooi1flto~d>.~
.~'.~~~;~~~).·l.~~''.r.:..~:~it~-~~:~;~~..eo:_•:,~.':.'-"':.•J '.~'-~'......'".,',":'c ._'._6~~.:'~-~:"~.....~;-~.~..~::_.;.;:.:~:~.?~
".:;'f·_I~authorize and direct·~trlist&e-to employ such p~rtion ot tho prinoipal.ot..,::,~:""'~
,)j":;'~':·"~ident,:.;~o:tpe'us8::o{that porti6n:;,of.:::the principal which .·i8bereinab0v8;1~~;A~.::;\:~~!~~~ti~~1;~~~t(~~~~flR1t 41~~:~·di~~~.ti~;·'US·;Y':~~<~~~!1~~1
-::~f~·c:;t·the"l'rl.ncipal,althoUgh by such use··the principal shall .~·dimi.ni'shed:t(j;':r~~::y~:~
~l :,~:~;o_~~~~~:~.r.~:~::..~>','~-::"..'_l:·:."~.'w;~~;;..~~_~l~~~~:;~~~i
~.'Suoh an':extent tluit the'£ul.l amount of the legacies above set l'orlh.o~ot.be"":':::~;i
'.:;':'~~•.~·~n~~..~e!~n~·~~:ihe ~~~te~h~reduced 'the .p~in~ip~~au~t.·.~~.:.~h~_,:~~~~]
:;;.\~t.hOrit~·i~i,:thiSsu~pa;airaph ~f iru \~illt~~~han extent'that th~l~~~i~~;i~~'f!'~
.,&~.:::~.y<.~;>:':<;:.2:':"",;":-,,'.;':'c,,';'...••....'.''.,'~..c'.•:::;~~..\):o;.~
..:.'$'.,;above set·forth oa.'1l1otbe paid Ul full,the said legaoieseet forth in Sub-·,:i~::~~;·;i·'Y'(~OBraPhf{l»~,.~d (.)~i~Sb~te proporti~..:;~~r,'~,;'~f'.~l.~
~:.--.;
.(g)The right ..of the beneficiaries of thistr'..lst,PALMER .':"J'~
.~,
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'.~
'..i inoome and'principaJ.oftha trust shallnot be sUbject to assignment,'alien~....)
...-~';,>.-'.",,:~'.:~:/~;'~/':;~:--:'.:.'""~.-~':;'~'-~~jr~~>_.:.:':..~_:;:~j-'.~':;~"":'."-..~~"~,"'.~..:'~-.::--<.~.;'...':;~~~"~:~~/~'fif2~~
atiC?n,pledge,'atttlClur:ent,or the claims of the creditors of any of them.:'.:''-.;'~::~j
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.~d ~:",c~~on;t!:.)~:o::·Z:::~::.~:d:::i:::~;:::::}i
.,<'-<'~.,.T~
.~,'.legacy h8reinabove ~de to him shall he paid to his wira,ROSE HIIZS,.when she ..i:...A
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(:t)'Inth~'ev~~t't~at JIt1 grandson'S\o1ir~,'ROSE lULES,
should die at any time before arriving at the age of fifty-seven (57)years,.
th8 legacy hereinabove made to !J.~r shall be paid equal.ly to her cbildren,...-,,,.,,'...'",...~
. l.•~,';'""'~':"_"...,
:'SHEILA I-t'E MILES and DOUGLAS EDWA.lUl }tILES,when each reaches the age ottwenty-.
ono (21)years."'
,...,.
(j)In the event that JIt1 said gra."ldaon and ll\Y'said grand-
;..:.
sont swife 'should both ~e at any ti~before arriving at the.o.~s at which 'a '...
..•..."«,'"'.'.'...':....."'·1
distribution.of principal is to be cD.de,·their.share of the principal shall be '
verted b'yreas~n or ..any 'reorganization,,recapitalization,I:l6rger,liquidation~
..'0£the .priria~~of .~ha S~d t~~,til thasace manner as the:residue of rq::'.:'~'::I
estate is disposed ~r in Paragraph T:ITELFTH of this,my Last Will and Testar:l8nt~",-)..~.~
,~"..~..~1":.•~-~'.~''l.'f.1
..e,;;',;,;.(m).~;.,tro.tj.s.~l ]'hav"t:::;~o".r to r~taln inJdn~:.:;:,,~·::,~1
Unconverted,.the seouritios'whicl'l ,shall.,form IV estate at the time of'rrr:f death;'..::
":'.".".';'::'\.-./,~~.,;~:~:?-.:.~·~·~7.~-~·'~·~:~:·-'",, .'-~.-.,..~·.<~:·t,"~8w~1l as.aJ13r·property into~hich tha,sllIl1o or,~part thereof.mE\)"be con:.",
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,,:,J.:..-'.-.'.::.:'::........''...~,:~~.''..\'>,':.~.~',~~~::,~:.:_~.~.
',''added to thoprinaipal toba paidto their childran,SHEILA LEE HIL.~S.and ',..J'"","'DO~GW~~T~IJ~.,~~G;Vidua':qu:§f bet~"";th"~~d~P~~\~.aohcW~~:',~~~
'~,tiarriV"tat~86"Oftv"~tY-one(21)years..•....•.',i .--(:-~X"
:;•.,:·:·.,.I~E~:<MILE5,o~,PO~GLAS ~Irw~XILSS,·.shoul~.also ..predecease me::~e,.:wh~~~'Qr ~e:...,rr~~1
":)'"~;;:p~ciPai'Shill be'pidd to lJ\Y,~iving'great~~andchUd when he ;'or she sh~li'~,:·~"':};1
.'',,'......"...':'..-..'.\:',~.;;;.;;'-/:~'~
have arrived at tha age of twenty-one.(21)years.'-".;~~.,~':~~f:.q
'..,.,'•,'...c'.....'."'...'9
';'..',';~..,,'0 ,',:,,:"t :',,,,,;:,,~.\:,,\.~.}:~~tl
'."'~.'-,h·In the event'th~t none or theprimar.r ben.eficiari'\t~,·i··L.:~>~;·>j-(~'.'..,.'',',".',.'.'"'......,)'c,;:·!~\':t:.,:l
.or this ,trust,PALMER ADAIR MILES,ROSE HILES,SHEILA LEE MILES,orDOUGLAS ..~.·,.:.
;.:,EnW~MIW--':Shali'~rvive':~i-'I ~~~~d~e"~~d ~ect the~~s~~,to di~~8e'
f',,-.•:",..'"..
.••;,Af
same,sri>kno~as "legal investments"."',,"...
•'•·:.-oF
consolidation,exohange,oI-other ~~ansaction,irrespective of whether the
,-;'..~-
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",.'"tc.";i!....,.,:1(n)The trustee shall have tho right to invest and reinvest.·-;\
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the prinoipal of the trust·or any part thereof in any kind of property,'real.....
orpersona.l,·iil0luding,wi~hout limitation,mortgages or mortgage participations,.
oommontrust funds,common stocks,preferred stocks,bonds,notes,or other
securities,.regardless.of whet~~the same are legal investments for trust ..
•~.-:'1'-
1\mds'as nov.or harea..t'ter·derined by law,whether by statutory enactment,
"i..
judioial decision,or otherwise.t'
.;;-,
.;-:~~:
(0)As to any portion or the'prinoipal whioh shall ramain ,.:'
.'.;~
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..lsI Lenora J.Miller
~.>',...
l,;:....:::..
·"::·".·::.i~·BernardC.KnGstrick,Nashville,Tennessee;!1Ild ..'~<~I~;:.;~Ge~~~~:Kncstd:k,somor~~~N..."',·f~~.>,.~.,.;.;C;.~··:":;,,,~.,O.;.','.,.·.::.~.·.:,'.c~;,...\1;.,;,;.,••.•,I:~..;.~~..•t....'•....•.·,:.~.~:.-..',~
",.....:.'::~~.:.:._",•:-:"-.';~~~':...:o '.,:".'::''.•_:....'~-:'-~~.-~.'•~'._~~
.''~':<k;c'THIRTEENTH:'I name,constitutc~and appoint CORA .CONKLE,··of'..:t·,;?;':~'.<'.:'',_.,."."".'"~);E::>..,...,<,.;:,';j,.~~:.;=?,;.~j
;~''-;''W~hin:gton;P~~sylvania,and I.·?l.DUND.ORE,of Brownsville,Pennsylvania,to
'''~,,,.,~'.,,">.".~.:::.:".c'••~:';:,".......,...:..c ",.-.~•.._•__.~-...~!~~":--"
"'beExecutore :~f~1lis,rrr:r L~t W~'andTc~tament;and,in the.event that 'either
.:\,....."'::''f .!',ot the said Executors should die,I grant Unto the survivor'full power and'
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·8.rtersome portion has been paid.Out as hasherainabove been,direoted,I.-. " ..........'r .'C,'."·.,F····;".:i 'J
.<.~re.~t rq trus~e ~o-·p.:aY-the net.inc:omfi thorofrOm,,quarter-an.nually',·.tO~~r~,:~}:~:::;:i;1
~'..'\:~_,:,;,_..':","":'-:,~:'__4 _";,':'.".,.•_.'_~',~_••.....~._4""l.·. _~~•",:,=>~·~~>:":.<:~.::_:1~'':~i~
~·,::·remaining beneficiarles.·thereof in that proportion in which,.they share the ':~'1?~~;f~
.~'"
.:~'.
..."'H".'S aotioablej',.~~sell;""either at publia sale or'at private sale "as in theii;,:;::.,.<.~.':;f~~~~h'~ii:':'·;;':~·}:j:;},r~;f>-";;i.,'::,/:'~'~';'~};"._;';.i;..;':~..""·;·},~;~;,~~;;~~:;B.:i".;,'.,.:',s;;:!.•
•.••I·"o','",".;":r~~,"{~~#~cretion'seems::be~t,:tv·residenco.'lopatcd at'.13 Murtlnnd:A'V'el1ue,'Cit"o~..;.\:;\~~:,~~~',.Q:f.::;;.:.-.";'\,,,5~:<~;'-.;.,".;"·:;;2"::<::":'~<.'."~~~:<:~;~.,..;:rt/~"'~'/0{;:g:,,;;'i4i
."'.~WB.sb:1.:J.gton~/\oTasbington;Countyt Pennsylvania;and all of rrr:!'household turnish"");~:'~'~~.·'~iiY~;}~·:~~·:"~:;.·;·'···'·~B:;~!I,:·Y<"',7(':·";:::S;:,·~1;;:...., .::..,.."'..';..;.,;':··~':;i:/·~t,:~~·i1;:g~irf~~
......iDgs 'equipment ..and f'urniture '.,....-'~'<ih'''';-;\<'t,':~k.~:·""t~~;d;~t~rost,reoidUo ~rOmain~~}~'p:~~~~?~il
whether real~peroonal,'01'mixed,of whatsoever nature or desoription,01".,:'....,::tf}:.;,~~:'~'f:';"~..'".,','.'c'.;"":""..'..',::~.;:~;~":~i~~~l
:-;'wheresoever.situate,I give,devise,and bequeath.unto the follOl(ing nieceanCl \~:~;:t~~v..to~'tJ,..h-O,il1 ~qU'al oharo.,·ahsolutelJ',rOreVe;');;:';'~1~~
,.'~••""~:"•".,',•1 ""01.:..'~';":':::;':;j
Sarah Dundora,Brown3Ville,Pennsylvania;'
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the .'_",;;':1
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her..:Laat Will and'.Test:!Dlent,.in our prosence~,'..
•+.:--•.-...:.:~.~-~.....-,":>3"....~-,•.\';!-.-...t.:"::.~.-(,.;,.,.~.,.,;o~_",,:::,·;~·:·i·
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'CODICIL'---'----
'/
,I,LENORA J.MILLER,of the City of Washington,
Wa»hington County"Pennsylvania,do hereby make and pUblis,h "th'1s
".
......
,..
:'t·.·..' ._","
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.,'-".'';:;;'-.,~;..;..;-,,,,.~-~~~-...:~...:
...~~~';7 .'<....;:~.~"~.~.~.
";::~(~;,)~~~~~~~--~
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h__.::"~··,·_""'l~";.""'-
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1 amend my said Will of November 28.
..~.
.~""-.'.:"-,'.
~i,-:tJ;,:NINTH (A):,I give'and bequeath
~}:',/;;;~;the Bum of:One Thousand ($l,O~O),Dollars 'to
,,:"RUTB PATTERSON,who used to help me around .my ,
:",'\;'home,but is now a resident of Oil City,":"·
',~:i:·:3:'·penn8yl'v":n'ia ..;,~,
~,a,.
,....,
."NINTB--(B)~'which shall be as follows,:
.".-."'Paragraph""NINTH (A),"which shall"be
.....\~.:,'.',r'-~;':=,:,"!....~,,~:f<';"''':~l;_
addlns aS6cond'new paragraph.to be designated'Paragraph
,",Codicil,to be added to mr Last Wi~l and Testament bearing date
,,:,the 28th:day of November,1961,in the ~anner ioilowing"re-,
~...:,........~'.,:'~;'1~..t;ubi1'~~~1~~~~;':howeve'r,"my,sal<\Will of N~;e)Zlber 28,'l9tH except','
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I ~~end the~flrst paragraph of Paragraph
"NINTH (B):I give and bequeath
my bOY~8 wrist watch to .y great grandson,
DOUGLAS EDWARD MILES,to be hisiabsolu~ely,
,.;-~-.forever .;~
~.•-of •-...
..:.......
'-.~.':,,:-:.
.,~'.::;,:;,,:~,..'"~:
'-'c''''-,:,-,-•~~~:.
.~.'.t:.ro,:
,,',:.'-.
·~~}:.~,',~}·'"·::Ji~...),.
'"',.
of my said Will of Novembe~28,1961 toprovideth~t the sum
"..,-.-.~~
..'
"
of Forty Thousand ($40.000)Dollars:1:e .'deposi ted in trus t ,ins,tead
'of Thlrty Thousand ($30,000)Dollars,so that the said first
-.'-',:.~i,:
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_.../..,:;s:..l/_L~eJJ,n~o~r-loalo..,;JJ,,-,-.-J.:.lM....i ...l...llueo;.orlo..-(SEAL)
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paragraph of Para.graph "TENTH"as amended by this Codicil aha)..l
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rathe~:tha~Eight
.,"....':'......\
Pa:ra.~r.~ph ttTINT'R"C b)
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tollows ::'..'-"
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..,..
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(b)When my grandson,Palmer Adair
'Miles-.-shall Jlavearrlved at the ~ge Of,'Sixty
(60)years,the trustee shall pay to ~y:~aid
grandson one-fourth (1/4)of the priri~~pal of
thesaidtr'ust~'.
,1~.'-,·
TENTH:1 give and bequeath to
my executors hereinafter named,as trustee,
the sum of FORTY THOUSAND ($40,000)Dollars
or.as shall be decided in the dis~retlon
of my trustee,so much of my property as haa
a value of Forty Thousand ($40,000)Dollars
(or haa avalu~slightly in excess of Fo~ty
Thousand ($40,000).riollars ~o'the ~xtentthat
it is necessary to exceed Forty Thousand
'$40,000)'D~llars in ~rder to~constitute
.'.~:,_.whole.shares of any 'stockseiectedby my...).,:.:-;..\y,.....r,;.•;:..'.'.,'._.".
··..·.·:),t::~:~trusteewlthout any division of the share.)
.".':·;:},;~:-·ln.trusti·~everthel eS8 ,"for ··the tollowinr:..
.·~,f.:::.'.-.r...•~.i.:.·.:.r.:::·.·u,:·,.:~..e.'and"purpose ~.:".,"·:0,··.·.
,';......"_."~.'-.,.:~:if:~~;;;:1-.;,,!.'..:;U.:..•.'.,.,",.~:-'......,'.'.,....,
read as foll.ows;
.ro..'
aa amendedbi'thi~'COdicilshall~eadas
the trust ,'rather than Eight Thousand ($8,000 )Dollars ,80 that
'1 ~mend Paragraph "TENTH (c.>It of my said Will ot .
.'
th~saldParagraph "TENTH (c)"as amended by this Codicil shall
ROSE MILES,shall .receive o~e~fourth (1/4)of the principal o't
.~.:;'~.~.~;.~..:~~:~:~~~~(
-'''.;"1 amend Paragr~'pht'TEN1'H (b)"of my ."ld
,'..:~;:"'~\~::):j~'">:;..~:.':;~;:<-',••~'-.,....
.N:'ovember2S',-196l--toprovidethat my grandson shallrecelve
.'..November 28,1961 to prov'ide that:tgewfte.of .my said grandson *
;..~..:..-
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J .,~:.:.tourth(1/4 ):"~f the''principal of the tru8t,
.....".
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...read as·toilowsl.:::
~',
.'.','.'~'
(0)When the wife of my ~ald grandson',
Rose Miles.shall have arrived at the age of
_....;./_s_/~_L_e_n_o_r_a_·_J..;.'_'_M_i_l....l;.;..;;;..;.er <SEAL)'..
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fifty-seven ~57)years,the trustee shall
pay to the said Rose Miles one-fourth (1/4)
of the prlnclpa~of the said trust.
.:.'....;,.
I amend Paragrp,ph "TENTH (d)"of my said Will of
196~toprovlde that my great~granddaughter;Shell~.....".--~.;,>November -28,
"'<:'.\',,t"·.......,;-.-.,.".~:-
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':":.-"..~.'~';;"
said Paragraph:,"TENTH (d)~',as amended by this Codicil'shall
"'.\..,-:,:\..".~;~;
Paragr~I?h "TENTH (e)UofiDy aaldWill,.,~.~;~,,:;';~:;i~
N~~':1Dber,,,28,.'1961 to provldethat my 'g~eat~grand~O~~'Dougl.aa "':'i':'::}~fj
~,",
.......
"."",
'Lee Mll.si8hallrec.lve one~four~h (1/4),of the prlnelpal:~f ~,,:
.
the trust,rather than Seven ,Thousand ($7,000)Dollars,80 that
-."
.,".,,;,,"'",,"':-=i!;iL,<;~:,~:~.,..-,..';.
,,';,)Whe'~r!;~~;'greai'':''granddaug~t'er',
Sheila Lee 'Miles,shall ha:v~'arrivedat the
ageot ',twenty-one (21)years ~the tr\1stee>
shallpay'pto the said great·granddaughter~rie-f~~~th:(1/4)of the prlnci~al of the
',said trust.-
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Edward Miles,shall receive one-fourth (1/4)of the princiPai'of"':;~
,~~;f\~"}'}
;'the trust,'rather than the balance of the principal',ot the'.ald::';',~~:.,'....~~.~::~
--:,'~..::~:>~\'...::;,.;}
trust,":'80 that the said Paragraph ttTENTH (e)"as.amended by tbl.':···:
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"Cod1~11 shall re~d as followsi
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,....,"(e)When my great-grandson,'
Doug1asEdward Miles,shall have arrived
at the age of twenty~one(21)years,the
truste~shall pay t~the s~id great-grandson'
"the ba1anceof th~principal of the said
trust ~being the r'emaining one-four th (1/4).
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'1 amend Paragraph "THIRTEENTHtt'ot my said Will'of
November'28,19inby'the ap!lolntment of I.N.Dund-ore ~Roy S.'j
,"H~rne,and Andrew E.Knestrlck to be my executors instead of
(SEAL)
Cora Conkle and I.N•Dundore,so that the saldParagrap,h
"THIRTEENTH">as amended by this Codicil shall read.,as folloWlll
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16th'day ot<May
the said LENORA J.'MILLER', ,',
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/5/leaDore T 'Miller
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this ,-~A'COdicil to My Last.Will and Testamentct'atecl
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THIRTEENTH:1 name,constitute,.'
a~d ~P?oint I.N.Dundore,of BTownsville.
Pennsylvania,Roy S.Horne,of Houston,
Pennsylvania,and Andrew E.Knestrick,of
Washington.PennsY,lvania,.to be exec~tora
"';''--"'-""1-'--"',:·of'thi8,';my 'Las t W~ll,and/Testament ;.and,:
In 'the -event'that ~ny ,',of the 8~ld ex~;ut~-;;;"-""-=:'>
should ~~e~I grant'~nto the ~urv1vor or .
survlvors'full power and authority to act
as my exec~tor8;I dIrect that none of'
my .Exeeutors be required to give a bond,
~he~her or~ot a resident of'ennsylvanla•.
Signed,sealed,published,and declared byLEN9RA J.
.'.'..'..'.
MILLER,,the Testat~lx above name~,as and tor her CodJcilto·h.~
who ~In her pres,enee ~at her request ,and in the presence of
other,have hereuntoaubacrlbed our names as attestingwitrie~~ea.
tast Will andTestam~nt dated November 28,1961,in our presene~~,
",,1988.
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Muriel A,Gordon 336 Wilson Ayen)]P.WashingtoD.Penna,
Francis H,Patrono 997 East BeaU Street.WaShington.Pat
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CONSENT
I,SHEILA MILES JONES,being a beneficiary of the
Trust of Lenora J.Miller,Deceased,and having reviewed the
Petition for Termination of the Trust,and understanding the
contents therein,do hereby consent to the termination of the
~rust,with respect to Sheila Miles Jones.
Sworn to and subscribed
~be~e this ~d day
of T-~'1978.
Nta&~Ubl~
':ATH:ANN POLANSKY,Notary Public
Vv'ashlngfon,W:id"!in:;ton Co.,Pa.
My Commission Expires ~My Commission Expires Oct.17,1981
Page 1 of "Exhibit B"
l1 ."
CONSENT
I,PALMER ADAIR MILES,being a beneficiary of the
Trust of Lenora J.Miller,Deceased,and having reviewed the
Petition for Termination of the Trust,and understanding the
contents therein,do hereby consent to the termination of the
Trust,with respect to Sheila Miles Jones.
~1ILES
"
Sworn to and subscribed
.lbe~me this ci,/'-~y
of-/l-:c~,~~~,1978 ..
7
ary Public
My Commission E~pires:
KA.TH!Mm pmANsKV,Notary Public
Washrngte'.l ,.,...'on Co"Pa
My Commission Li;"l{~SOc1.17,'1981
Page 2 of "Exhibit B"
."f.,,'
CONSENT
I,ROSE MILES,being a beneficiary of the Trust of
Lenora J.Miller,Deceased,and having reviewed the Petition for
Termination of the Trust,and understanding the contents therein,
do hereby consent to the termination of the Trust,with respect
to Sheila Miles Jones.
ROSE MILES
Sworn to and subscribedbJ~~~aY
o~~,1978 .
•.~
~~:~i~9~~~WPOLAh~SKY,Notary Pubfle.,as Ington Co Pa
My Commission Expires:My Commission ExpiresOct:'17,'1981
Page 3 of "Exhibit B"iJ -3
..'...
CONSENT
"
.'.'
I,DOUGLAS EDWARD MILES,being a beneficiary of the
Trust of Lenora J.Miller,Deceased,and having reviewed the
Petition for Termination of the Trust,and understanding the
contents therein,do hereby consent to the termination of the
Trust,with respect to Sheila Miles Jones.
DOUGliAS EDWARD MILES
Sworn to and subscribed
before me this c::7?:J~ay
OL~~1978.
c-d/,//La Gil,J~
I J ;j Notary Public /
/r(~T.HYANN POLANSKY,Notary Public
\\""lln9t(:I1,Washingf"on Co.,Pa.
My Commission Expires:My Commission Expires Oct J7,19l1J.
Page 4 of "Exhibit B"
'0 \'0
STATEMENT OF TRUSTEE
I,G.A.HOOP,JR.,Vice-President and Senior Trust Officer of First
National Bank &Trust Company of Washington,Pennsylvania,Trustee of the Trust
of Lenora J.Miller,Deceased,having reviewed the Petition for Partial Termina-
tion of the Trust,and understanding the contents therein,does hereby,on behalf
of the Trustee,state that it ~s willing to partially terminate the Trust with
respect to Sheila Miles Jones if the Court should so approve.
7 A.HOOP,JU
Sworn to and
--rf,17-
subscribed before me
dayof J~
this
,1978.
Notary Public
t~/....
My~Co~ission Expires:-~-
.FLORENCE B.LANE,NOTARY PUBLIC~~'WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY I,1978
Member;Pen"'!'l'hl~r;~Ar-.......;~~:-:'~,:'~~.~::tarics
"Exhibit C"
My Commission Expires:
COMMONWEALTH OF PENNSYLVANIA
SS~
COUNTY OF WASHINGTON
BEFORE ME,the undersigned authority,personally
appeared SHEILA MILES JONES,who,being duly sworn according
to law,deposes and says that the facts set forth in the within
Petition for the Termination of Trust of Lenora J.Miller are
true and correct to the best of her knowledge,information and
belief.
.'-
Sworn to and sUbscrib~d'<
.jld!
be~e this c;?O?--day
oUlk~,1978 .
...L:.~~~-:Jq.~'-J.!t~~;:::;:~~~~~~KA~.::::::::::THY~NSKY'Notary publie
Washington,Washington Co.,Pa.
My Commission Exp\res Oct,17,19B1
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST OF
LENORA J.MILLER
O<RDER'~<<:<
AND NOW,to wit,this c:Li"-day of ~
1978,upon consideration of the within Petition,and upon
motion of Damon J.Faldowski,Esquire,Attorney for Petitioners,
IT IS HEREBY ORDERED AND DECREED,i that the Trust set up under
the Last will and Testament of Lenora J.Miller,be hereby
terminated,with respect to Sheila Miles Jones,subject,however,
to the payment of filing fees,reasonable attorney's fees,Trustee's
fees and any other costs and expenses incident to this Trust.
Further,IT IS HEREBY ORDERED AND DECREED,that the
Trustee is hereby directed to distribute to Sheila Miles Jones,
one-fourth (1/4)of the principal assets of said Trust,and
file an accounting at the next scheduled session for audits,
beginning the third Monday of May,1978.
BY THE COURT:
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WASHINGTON,PA.15301
ATTORNEY AT LAW
33 WEST BEAU STREET
DAMON J.FALDOWSKI
PETITION FOR TERMINATION
OF TRUST OF LENORA J.
MILLER
IJ..{J-jJ.<j-1J
IN RE:TRUST OF LENORA J.
M.ILLER
IN THE COURT OF CO~MON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
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IN THE CC){JRT:OF COMM0~P~EAS OF WASHINGTON COUNTY,'PA.
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(Orphans {.~ourt l?ivision,).,'
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No.,63 -68 ..;;1043......~r-4 ,"\?J:.,:'
Representing t'he petitioners:'
,.Sheila Miles Jones,f9rm~rly
Sh~ila Lee Miles;Palmer Adair
,Miles;Rose Miles i a'nd >
Douglas Edwa:r~Miles.
..
APPEARANCE:·...
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'.......\fI"M"',:;."th,'·IIT,,'~.':\:',.FEBRUARY 28,197,8.AT ~:4G)A.,,;!~.'t ~~l;'V {
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LENORA ~.MIb~ER,
Decei;l.sed."
Estate of
In re:
DAMON J.FALDOWSKI,ESQ.'
'33 West'Beau Street '
Washington,Pa.,15301
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MARY JANE DREYER
Uficial Court Reporter..\
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AND NOW,this 28th day of February,'1978,
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at 9:45 A.¥.,the within ~attei-came on'for hearing".,
as schedlil~d,in,ope'rlc';urt,'befor,e the Honorable.
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Sheila Lee Miles ..' I also,represent Palmer Adair Mqes,R:ose·Mile'
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hearing ,set for't.he partial termination ,of a trust'set ~p.under the
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The last will arid testa-
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.This'i~the time ~nci place set for t,h~
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Paul A.
,,
MR.FALDOWSKI:
Register"6fWills office,?f'Washi~gton ~ounty"I';en'ns-yiy,a~fa·.'Miss
'.
Last Will'''and Testament of'Le'~ora J.Miller,with re~pect to the,
-"f"
and Douglas Edward Miles.
THE COURT:~
,
'fuent'of"jMiJss MilL~r is found 'iq"Wfll"Book ,102,.page ,349':'.in the "
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'Miller d'ied 'on August 31,..1966.,.
,benefictal interest 6f Sheil'a Miles Jones:
':Faldwoski.repr~~enting Sheila
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In ,the ,Codicil of said \V1i~l,,Codicil
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dated JYfay 16,1966"the:testatrix'amendedher Last Will'and'Testa'-
,....'~-j ",'t-,..~, ....,...'•;.""....•'.'.,•'.."*,',..~.I
~~rit,d:a:ted."N ~venlber 28',1961,',she a~ended paragr,aph'lITenth'1 to'
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read "as'follows,that she ,gave arid beq~eathed to,her executors
",hereinafternamed as trus'tees,the sum"of,,$40,OOO..oo.,o~as sh'all.'
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Testament to read as follows:
J.Miller.,Pre's'ent today is Sheila Miles Jones.
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be decided in the discretion of the trustee,so much of her ,property
as has a value of $40,000.00,to the extent that it is necessary tQ
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exceed $40,000.00,in order'to constitute whole shares of any stock
,'
selected '~y her '"trustee without any division of the shares',in trust,
nevertheless.for the following uses and purposes.
In the Codicil dated May 16,1966,
the testatrix amended paragraph "'Tenth"(d)of her Uist Will and
(d)When my great-granddaughter,
Sheila Lee Miles,shall have arrived at the age of twenty-
one (21)years,the trustee shall pay"to the said great-
granddaughter dne-fourth (1/4)of the principal of the
said trust.11
.
We are present here today in
Court upon the petition for par'tial termination of the trust of Leno.ra
We have affixed.,
to th'e petition th'e consents·to:ihe pa'rtial terminatiOnlOf thi~i t~'u~\~~10 "f-~,J.4.l T •,.,....",#~'P/.~I;',<,':4'''H,\","j ••
with respect to the'benefi'~ia~{~~rit·~~.~~t·Of"<S~~~~:M{~e~"Jon~~/t~~f:\'''·'·''''F,..~
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consents of Palmer Adair Miles,who is a~~9.a;.beneficiar~,.~of the
,~f.'•,"".",,I <!"."",:,~1,t n~1?'~t (/'•'aforementioned trust;Rose Miles-;and ~gugla~,_::'l?a,'Ya~d\Mtles,also
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beneficiaries under the trust.'the Trustee in tbis,·case ris'r'First
'b(,.t.,'''p·1:~Ii~'-,Tt."~'t':..:,".,;,!~.,(.t ,f,"".~,
National Bank and Trust Company of Washington,'Pennsylvania,and
present ,on behalf 'of First National Bank and TI,'ust Company is Mr.
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G ..A.Hoop;::;,Jr ~,Vic~l?-resideq't and .$enior.T:rp~t Offi'cer,-pf .First
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National'Ba!lk and Trust.,''»-'''~",";.-...-..,.'1'.'JJj :..•'\..t"..,.;;'l-f Jt,':.'1:'t'"\o...~
.<.~t,1i >.tJ'II,1M'the petition for ,par,tiaL termina-13 '·t'...~-,.I(7;'i Jj II!,~.if I:","\.f,'Ttl ..-'if -",''Iff1,-'.,"l;"'l'-FJ yt •••/~r,!<!"f ';('J("1i-fy ,•",,".,~,,~...J'"'......\1"'"'I"\~'\a~.""':...~\if'~,.t .;1,~""'\-'~..v"",',;1C.:'.,,J".·tion of trust,Mr~'Hoop,'on behalf of,'Fir'st ;Nat,iona~B?-nk'and Trust
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has 'giv~n,a stat'ement that''he h~s~re~iewed ,th~pet'ition f~r partial
,,"~t /0 f',t,~,~)o<."',,','I,'a ....Ji<';.
'.'t ,",f',ii,fJ,Jof "',1',"t"':"J,t:.,"1 .:;of!ri:_·:{~~.-....4 ~'A J.•.,(i '\
termination of the trust on behalf ~of ·~First/National Bank and Tr~st :
Company;that he understands tg~r:c~nt~~ts~5tih~,~~~titi~n;'and,on>" .I,'.~....'.....,~,It Y''1 f .'.,:-,....
ly te"rininate"the trust with'respect .to Sheila"Miles Jones,.-if.the
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is identified as.Exhibit "C".?
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Now,'.this ,stafem'ent of the tr:ustee_,."'i\,..".,.,i",..1
Court should so approve.
THE COURT:·
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iVIl~L 'FALDOWSKI:
THE .COURT'::
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'MR •.FA~DbWSKI~
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Yes.
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Do,y,ou~ant,to'call witnesses?.'..
'Mr~~J ¢nes."
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.,.SHEILA-MILES JONES -called and.,sworn.'.."'
"Direct.Examination by,MR.FALDOWSK1:....-r~~'t.~'.
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Please state your n~me..'-".
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~"~Sheila Miles J ones~',
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Q.Mrs.Jones,where do you live?
A.It said that under the terms of the petition that I wa~a
A.Twenty-one.
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696 Beech Street,in Washington.
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And how <;>ld are you,·Mrs.Jones?
..
And I filed a petition for'partial termination of the trust of .
Yes,that's my signature.,
And'could you id'entify that signature,please?
~
She was my great-grandmother op my~father's side.
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.And it's a consent form that said what?
'fAnd'what is it?
That is the 'consenf form that I signed.
Q.
Q•.
A.
A.
A.
Q.
Q.
A.September 23,1956.
Q..What is your,date of'birth?
Q.
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beneficiary,and I consented to terminate the ·trust in my
interest.
Q.I will show you what has been marked -as E:x;hibit B-2,and
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,'also consents to the term",tnation,rPf(th~>.:t,r.ust;·inmy"beha:tf.'J)"p:l'<\"I r'1)11 ~f'.~,h t;.
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Ye's,that's my mother's:~lignature,.,'I{o$~lVJdes,',9-nct '~he
c~n~~qts to.rth~\~ernii~atiOh 9~,the ~ru'~t in 't.:teh'klf~~"",
'.·('/f·, . ...J~,...1:'",J..',...~.;I ;'J,I'",/..'..'ft'I ,.,(~·j"(!411 ,~,~,:-/"jp,"i't;.,),/;:rt,.~,d',,J[;lIPl":/dJ .t,.•#,
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'IyIy brother's s ignattwe ~·D.\'Qugla~t~d~~fa!,~1\lIiies"and,he~~::{,'~•~l\_1If '"",l.~r.t'.~,{.",,~~,.',,
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Yes,I did,'your Honor.He is
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tIme and place,of ,this h~aring?
JVlr.Faldow~ki,,'did,you.have occa-
':sion"'to notLtythe.trustee of the
,Do y'ou have a c"opy of a letter
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yes,'that's'my father's .signature,Palm~rAdair Mile's.
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'All right"am;!It say~what?:'.",'
,'1 will sh~w iou::''wh~f has'bee'J':~ar)ied"'as Eihibit'B-3 of'
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~the p.etition,and'ask you if you'.can identify.it also.?,
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THE COURT:
THE COURT:
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.';--.MR.FALDOWSK1:Yes,I do,your Honor.'It is .
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.',}lJready marked'as Exhibit IIDII~
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into evidence.The letter is dated
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,February 23.1978.and it's to
First National Bank and Trust
'Co~pany,200 West Beau Street.
date set for the hearing with re-
G.A.,Hoop.Jr.,Vice-Pre,sident
Washington.'.Pennsylvania.Attentior:
notifyio;g Mr.Hoop of the time and
It isandSeniorTrustOfficer.
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sped to the partial termination of
the trust set up under the Last
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Will and Testament of Lenora J..,i'.t
,Miller,hearing being s cheduled for
Tuesday,February 28i 1978,'at
i 9:00 A.M..and signed by Damon
J.Fald,owski.
,
(WITNF;:SS EXCUSED.)
.'
made
.,
this :admittedh~'.
"",',").''''.f·."~}~,"".''!.!Ji"i~rl'.'I I"J,.///cr,/-.{,~,'.,.,..'Ct~,f •.~'f.f ~.•~.of',
.
Exhibit I"D :,"ils admitted ~nd
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I would like to have
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MR.FALDOWSKI:,
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'GEORGE A.HOOP"called and sworn•
'Q
.EXAMINATLON BY MR.FALDOWSl<I:
'Senior Trust Officer of,t,he First :National Bank and Trust",,
Trust Officer of First National Bank and Trust Company•.
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Mr.Hoop,what are your duties as,Vice-Pre.sident and
Do you,understand the same ?
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State your name,please.
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Company?
Miller?
Yes;I am.
And did you
the trust of
I did~
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termination of
"
Q.
.A.
Aq.d I'm going to ask ,you if you can ident ify'what has been
..marked as Petitioner's''Exhibit "c'l?
That's my statem.enf·that I have examined the petition and .
'indic~ted a willingnes's tb term}~ate .the trust,if the Court
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r .'should approve the termination,as to the one ,child;partial
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termination.
Q.This is on behalf of First National Bank and Trust
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Company?
That's right.
Q.And could you identify the signature?
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C,and D.
B-1,B-'2,.B-3,and B-4,Exhibit
All right,Exhibit~,A,Exhib i t
introduce all of your exhibits now?
I would like to offer into evidence
Exhibits A,B-1,B-2,B-3,B-4,
All right,·now do you want to
All right.You may step down.
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'('WITNESS,EXCUSED.),..~...c.'-•
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MR •FA LDOWSKI:
THE COURT:
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THE COURT:!1 ~-;
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THE COURT:
A.That's my signature.
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C,and Exhibit D,-are admitted an
made-apart of the record.
THE COURT:Do you have a suggested Order,
Mr.Faldowski?
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·MR.FALDOWSKI :Yes,your Honor.I would request./.",.~,.'-~~~.,that the testimonyCourt,upon pre-
"sented today,partially terminate•the trust set up under the last will
0(and testament of Lenora J.Millerz0(>oJ with respect to the interest of~IIIZ
ZIII Sheila Miles subject thea..Jones,to
i0t-el payment of the filing fees,reason-z
:rIII0(able attorney fees,trust,ee fees,.:;;
r=,U and any other costs and expensesII:.t-IIIe·c incident to this trust.In addition,oJ0(
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c your HOnor,would respectfully:J we.,
:t01-,..request that the trustee be herebytil I
!Ii0:directed to SheilaIIItodistributet-o:I0a..III Miles Jones one-fourth of the prin-0:
It-o::J0 cipal assets of said trust,and,inu
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u addition,to file an accounting atu.u.0
e the next scheduled session of
audits,said session beginning the
·
third Monday of May,1978.
·
THE COURT:All right,the Court will make the
following Order:
----o---~~__o___,___-~---~-------~--____,_-----------------.t.,.<I-...'.--..
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:;f,,..'Order
ORDER
AND NOW,to wit.this 28th day
1L
of February,1978,upon consideration of the within Petition,'and
upon motion of Damon J.Faldowski,Esq.,Attorney for Petitioners,
IT IS HEREBY ORDERED AND DECREED,that the Trust set up
under the Last Will and Testament of Lenora J.Miller,be hereby
terminated,with respect tq Sheila Miles Jones,subj ect,however,
to the payment of filing fees,reasonable attorney's fees,Trustee's
fees and any other costs and expenses incident to this Trust.
Further,IT IS HEREBY ORDERED
AND pECREED ,that the Trustee is hereby directed to distribute
to Sheila Miles Jones one-fourth (1/4)of the principal assets of said
Trust,and file an acc:ounting at the next sch,eduled session for
audits,beginning the third Monday of May,1978.
(COURT ADJOURNED IN THIS MATTER AT
10:00 A.M.,ON TUESDAY,FEBRUARY 28,
1978.)
+ + + + + +"+
-.------tt--:---------------:-------------------+---1
Certifications 12"
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA.
and that this copy is a correct transcript of the same.
The foregoing record of proceedings at.the hearing in the
No.63 -68-1043
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CERTIFICATIONS
(Orphans'Court Division)
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(hereby certify that the proceedings are contained fully and
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LENORA J.MILLER,
Estate of
In re:
Deceased.
, J
Ma ne Dreyer
Official Court Rep~rter
above cause is ,hereby approved and directed tobe filed.Judge Simmon
j'"1'.t·"".'f _,.~•-~.accurately'in the rl'otes taken by me at the hearing in the above cause,,",.,.,
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is now serving as District Judge for the Western District of Pennsylvani .
Judge Rodgers has been assigned as President Judge of the Orphans'
Court Division,pursuant to Administrati.ve Regulations,amended,filed
July 3,1978.
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IN THE
COURT OF COMMON PLEAS
WASHINGTON COUNTY,PENNSYLVANIA
FIRST AND PARTIAL
ACCOUNT OF
FIRST NATIONAL BANK &TRUST CO.,WASHINGTON,PA.
TRUSTEE UNDER WILL OF
LENORA J.MILLER
Account _stated from:October 14:;1969 to April 11,1978-,
'\--
SUMMARY AND INDEX
Pages
PRINCIPAL
J
Receipts
Net Loss on Conversions
Less Disbursements
Investments
Capital Changes
Principal Balance Remaining
1-2
2
SUB-TOTAL
3
3
3-4
$
$
40,769 86
·2 055 03
38,714 83
9 382 19
$29,332 64
$
INCOME
Receipts
Less Disbursements
Income Balance Remaining
Combined Balance Remaining
PRINCIPAL BALANCE
4-5
5
$
!I
22,101 13 II
22 101 13 'I
11 ":'-°~
29 332 64 i
2,529 units,First National Bank &
Plan for Equity Fund.
422 units,First National Bank &
Plan for Fixed Income
Principal Cash.
TOTAL PRINCIPAL:
Trust Co.,$25,108 561
Trust Co.,4,220 00
Fund.
4 08
$29 332 64
I
6 I I,091 f I
-7,956 5 I
2,037 75011,2,913
3,44850'
11,150 00 I-I
346 93 L
5,80393 11
'I26460II
252 00 II
I I:I 'j
j
10-14-69
3-18-70
3-20-70
INCOME BALANCE
Income Cash.
TOTAL INCOME:
I
'I :::::::L
I Received from the Estate of Lenora J.Miller;Ray S.
I
'Horne,Andrew E.Knestrick,and I.N.Dundore,Exec.:
220 shares,Duquesne Light,common stock.
I 100 shares,General Motors,common stock.
100 shares,Lone Star Gas,common stock.
105 shares,Philadelphia Electric,common stock.
121 shares,Columbia Gas,common stock.
200 shares,F.W.Woolworth,2.2%Pfd.stock.
Cash.
Article of Agreement--Charles E.Knestrick &Ruth E.
Knestrick,6%interest.
Increase in book value,Article of Agreement--to pay
1970 WashingtonrCity-._:Tax.:,,
Receipt of past dividends due account at inception.
$
IIIII
II
IIII
I $
IIII
II
il;,
:1ilit:1
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o 0
$ 0 00 Ii~======t:==+l'
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II
II
IIII
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First and Partial Account,Lenora J.Miller Trust under Will.Page 2.
5-11-70
9-21-70
I 1-.24-74
Increase in book value -on Article of Agreement--to
pay 1970 Washington CountY,Tax.
Increase in book value on Article of Agreement--to
pay 1970 School Tax.
Increase in book value on Article of Agreement--to
pay 1970 Washington County Real Estate Tax.
Proceeds,sale of 1/2 share :option,St.Regis Paper.
34 161
337 61
117 82
15 67
--
TOTAL PRINCIPAL RECEIPTS:$40.769 86
CONVERSIONS INTO CASH
Sold 55 shares;Gulf Oil Corp'.,coinmon stock.
Book Value:$1,665.31
Sale Price:1,310.42
Sold 121 shares,Columbia Gas System,common stock.
-Book Value:$3,448.50 ..
Sale Price:3,241.13
f
I641
o 00
II
54 29
818 75
354 89
207 37
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1,232 39
1,135 56
'1,347 35
LOSS
$2.055 03
$7,034 24
$
00o
737 .)0
4.979 21
2,829 49
1,412022
GAIN
$
$
$2,037.50
2,775.00
$6,091.14
4,207.50
$7,956.25
7,137.50 __
$6,062.78
7,_475.00
$9,302.51
12,132.00 _
$3,137.02
1,904.63
American Can Co~,connnon stock
Enserch (Lone Star Gas),connnon
St.Regis Paper Co.,common stock
General Motors,connnon stock @
Duquesne Light,connnon stock
Phi1ade1phia~E1ectric,common stock
Sold 220 shares,
@19.125.
Book Value:
Sale Price:
Sold 100 shares,
71:375.
Book Value:
Sale Price:
Sold 200 shares,
@ 37.375.
Book-Value:
Sale Price:
Sold 100 shares,
stock @27.75.
Book Value:
Sale Price:
Sold 337 shares,
@36.
Book Value:
Sale Price:
Article of Agreement--Char1es E.Knestrick,6%into
Book Value:$6,558.12
Principal Payments:6,558.12
-
Sold 200 shares,F.W.Woolworth Co.,2.2%pfd.stock
Book Value:$11,150.00
Sale Price:10,014.44
Redeemed 843 units,First National Bank &Trust Co.,
Plan for Equity Fund.@ 8.329916.
Book Value:$8,369.47
Sale Price:7,022.12
Redeemed 141 units,First National Bank &Trust Co.,
Plan for Fixed Income Fund @ 9.6321.
Book Value:$1,410.00
Sale Price:1,355.71
"TOTALS:
Net Loss transferred to Sunnnary Page:
Sold 116 shares,
I @16.875.
Book Value:
-~"Sale Price:..-~..
-f"-.,
4-11-78
3-15-78
12..,9-76
12-9-76
12-9..,76
11-30-76
10-30-72
10-14-69 to
12-11-70
~O-29-69
10-30-72
-12-9-76
I -12-9-76
I
,.
First and Partial Account,Lenora J.Miller Trust under WilL Page 3.
,
DISBURSEMENTS
..10-24-69
3-17-70
"5-11-70
I
9-18-70
9-21-70
4-14'-77
4-19-77
...;
2-7...78
3-16'-78 to
4-11-78
3-16-78 to
4-11-78
T.O.MacDonald,Transfer Agent,New York State
Transfer Tax on 100 shares,General Motors @ 2.5¢.
Harry Cook,City Treasurer--1970 Washington City Tax
for Charles E.Knestrick.
Malcolm Morgan,County Treasurer-",,:,1970 Washington
County Tax for Charles E.Knestrick.
City Treasurer--1970 School Tax for Charles Knestrick
1970 Hashington County Real Estate Tax for Charles ..-
E.Knestrick.
1976 Fiduciary Income Tax.
Reduction in book value of 3372 units,First National
Bank &Trust Co.,'Plan for Equity.Fund,(short term
~~loss distribution).~~.~...'I
Reduct.ion in book va'lue of 3372 units,First National
Bank &Trust Co.,Plan for Equity Fund (distributioI
of 197r loss).
Sheila Jones--Distribution per Court Order of 1/4
interest in trust.
First National Bank &Trust Co.--termination fee for
Sh~ila Jones'1/4 interest in trust.
TOTAL PRINCIPAL DISBURSEMENTS:
$2 50
264 60
34 16.
337 61
i17182
4J 34
140
.~·1 "
237:57
J
8,30l ,47
7L 72
$9.382
,
PRINCIPAL INVESTMENTS
10-29-69
12-29-69
2-11-70
·10-32-72
10-32-72
12-9-76
1-10-77
11 shares,Philadelphia Electric Co.,common stock
(purchased at subscription warrant @ 23.00 per
share).'
~5 shares,Gulf Oil Corp.,common stock @ 29.875.
··First National Bank &Trust Co.,Savings Account
Account No.06-80917-0-20.
200 shares,American Can Co.,common stock @ 29.875.
225 shares,St.Regis Paper Co.,common @41.375.
3,372 units,Collective Trust Fund A @10.00
(First National Bank &Trust Co.,Plan for Equity
Fund).
563 units,Collective Trust Fund B @10.00
(First National Bank &Trust Co.,Plan for Fixed
Income Fund).
$253 00
1,665 :31
370.12
6,062 78
9,302 51
33,72U 00
5,630 00
.
CAPITAL CHANGES
$2,913 75
253 00
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9,302 51 I'o 00
-9,302 51
3 63 I906
- 7 42 I- 9 62
$ -3.l·~t~i
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!$
II
$
,
105 shares,received at initiation of account.
11 shares,purchased through subscription warrant
@ 23.00 per share.
Sold 116 rights @ .031293 per right.
Sold 116 rights @ .078125 per right.
Sold 116 rights @ .064000 pe~right.
Sold 116 rights @ .082931 per right.
116 shares,sold @16.875 per share.o shares
Philadelphia Electric Co.,common stock
10-14-69
10-29-69
11-6-70
10-22-71
10,..11-72
10-11-73
11-30-76
/".d III:
/
/
~---~~~~~~~~-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~-----,-~~~...""
First and Partial Account,Lenora J.Miller Trust under Will.Page 4.
First National Bank &Trust Co.,Savings Account
Account No.06-80917-0~20
2-11-70
.3':'20-70
3-20-71
6.,.29-71
10.,.31-12
9-19"':'73
r ..8-74
1-18-77
Initial Deposit.
Addition•
Addition.
Addition.
Withdrawal.
Addition.
Withdrawal.
Withdrawal.
$
$
370 12
252 00
3,063 56
800 00
.,782 82
83 31
-83 31
-3.702 86o00
Charles E.Knestrick Article of Agreement
10-14-69
3-18-'70
9-18-70
9-21-70
10-14-69 t(
12-11-70
Received at inception ·of account.
Increase in book va1ue--payment of 1970 Washington
City Tax.
Increase in book va1ue--payment of 1970 Washington
County Tax.
Increase in book va1ue--payment of 1970 School Tax.
Increase in book va1ue--payment of 1970 Washington
County Real Estate Tax.
Payments of Principal.
$
$
5,803 93
264 60
34 16
337 61
117 82
-6,558 12
o 00
2,037 50
1 00
- 1 00
-2,037 50o00
$
$
received at inception of account.
Received stock warrant for 100 rights.
Sold stock warrant for 100 rights.
sold @ 27.75 per share.100 shares,o shares
100 share's,
Enserch (Lone Star Gas),common stock
I10-14-69
10-19-7:6
10-19-76
12-9-76
Fi.rsLNatianaYBank'.&Trust Co.,Washington,Pa.
Plan for Equity Fund (Collective Trust Fund A)
12-9-76
4-19-77
2-7-78
3-15-78
3,372 units,purchased @10.00.
Reduction in book value,distribution of
short term loss •
..Reduction in book value,distribution of
197710ss.
843 units,redeemed @9.928196.
2,529 units
$
$
33,720
4
237
-8,369
25,108
00
40
57
47
56
First National Bank &Trust Co.,Washington,Pa.
Plan for Fixed Income Fund (Collective Trust Fund B)
1-10-77
4-11-78
563 units,purchased @10.00 per unit.
141 units,redeemed @ 9.6321.
422 units
$
$
5,630 00
-1.410 00
4,220 00
INCOME RECEIPTS
10-14-69 t Interest,Charles E.Knestrick Article of Agreement.
12-11-70
10-14:"69 t Dividends,General Motors,common stock.
1-19~77
10-14-69 t Dividends,Lone Star Gas,common stock.
9-3-75
10-14-69 t Dividends,Philadelphia Electric Co.,common stock.
1-6":'77
10-14-69 t Dividends,Duquesne Light Co.,common stock.
1,.;,,11.,.77
$3,855 86:
i
3,020 00
858 00
1,422 29
2,791 80
..
.'.."
Dividends,225 shares,St~',Regis;"'Pap~r:CQ:•.,;...cotnmon:
Page 5.
684 88
226 93
1,192 160 I
1,81000
l,886 r6
206j'00
15i 63"2,2~~~~;
"...1,1
,385 84
1,462 00
Gulf Oil Corp.,common stock.
Columbia Gas,common stock.
and Partial Account,Lenora J.Mil;t.er Trust under Will.
:.'Soldwarrant ,for iOa rights,Ens-erch Corp.'@ .15625
Income,First National Bank &Trust Co.,Plan for
.Equity Fund.,'3,372 units.,
,Income,Eirst National Bank &Trust Co.,Plan for
'Interest,First National Bank Savings Account,
Account No.06-80917~0-20•
"Dividends,200 shares,American Can Co.,common.,,
:"Dividends,F.W.Woo1worth Co.,2.2%pfd.stock
.,;'Dividends,100 shares,Enserch Corp.,common stock.
'\;t~~:foLi7~69t
";'gi8i n .-,
,>iJ':::l7-69'"t
:ti~ip~72
:"j.:..ti-70 to··;~:t~::;~f?2 '
:;",6;;'17-79
,·'12:"8-76
./.l~l4::;73 tol;,~1::'30-76,.,
··;.~'::'5~73 to
··P,..13':"76.
'12~3-75 to
T2-9~76 .li~9-76:
3-F77 to
3-13-78 '
4-6-77'to
1-11-'-78
,TOTAL INCOME RECEIVED:$22 101 13
INCOME DISBURSEMENTS
12-20-69't
12-'12-77
12-20-69 t
3...20-78
3-20-70.'
6-25-71 to
3"-14-78
9-18;"73
.First·National Bank &Trust Co.,commission.
Palmer Adair &Rose Miles,Distribution of Income.
Transfer of income cash to principal cash.
(Dividends received prior to inception of account)
'!Jashing1;on County Personal Property Tax,1971-1978.
~c:tnt~rest from First National Bank Savings Account,
redeposited.
TOTAL INCOME DISBURSEMENTS:
$1,680 42
19,960 23
252 00
125 ]7
83 31 1
$22 101
IIi,
.'
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as .I verily believe.First National Bank &Trust Co.,
Washington,Pa.,Trustee under the
Will of Lenora Miller:.~XL;:·····~ii:&'-6m··········
Trust Administration Officer
DEBORAH L HARTER,Notary Public
Washing1on,Washington Co.,Pa.
My ·Commission Expires Oct.22,197V
Washington County,ss:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidence by proofs
thereof filed to No "..J.::-.2.1..~..8.3..
Witness my hand and official seal thiS .I$.~.
day of i£d.r...................................................19..7..1.
~U..,.'..,.-ftl7>"--~.-'-------------------~......._._._--_._--------_.
Register of Wills
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J i Eo<Hi C\I:Hi 0 :~r'~rn C\I C\li t=::ali R·....\:'~/1~T ~,.
fiz;1 H P-<i 0:"Oi ..f~/S TEf?OF W'l ~'J~..
0 ·.-li t=:i ~.....t=:"0:+J;;:3i WASH/NCT'ON ,ILLS :8 ~'en t=:al t=:i C\li ........0 !'b 0 rJ1HC\li zi ali .I CO.,PA..~.~~:~13 I:'al:C\I+Jr +Ji +J:0 OJ S ~....00:00;00;,.Q .~'H:H:;:3:~+'...~,~I ·.-li H:0 ~~I:l 0~j Hj ~~.J'0ciI:l ...Z <11 ""0 ~.......~
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The Court is respectfully requested to determine
proper distribution in this estate,
Counsel for Accountant
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R E C E I P T
Lenora Hiller Trust Under Will
First National Bank &Trust Co.,Trustee
Account 11210031.=:=---
I,Sheila Jones,hereby acknowledge to have received from First
National Bank &Trust Co.,Washington,Pennsylvania,Trustee under the
Will of Lenora J.-Miller,Trust Division Check #10405 in the amount of
Six Thousand Nine Hundred Eighty-One and 29/100 Dollars ($6,981.29).
This amount represents partial distribution of one-fourth of the prin-
cipal of the above stated account to me,Sheila Jones,as per the 'Court
Order dated February 23,1978.
This partial principal distribution of $6,981.29 is comprised of
'the following:.),..,.,.,~,.-·v--\One-fourth:interest in:
1.'Principal Cash ($5.44)
2.3,372 units,Collective Trust Fund A
(valued at $8.3299 per unit on March 1,1978)
$1.36
7,02'2.12
SUB-TOTAL:
Less:
Firs1t National Bank &Trust Co.,
Partial Termination Fee on First Distribution
(.6 of 1%of market value of principal)
BALANCE FOR DISTRIBUTION:
$7,023.48
42.19
$6,981.29
I also understand that the balance of my interest in the above
stated account shall be distributed to me after the determination of
the market value of 563 units,Collective Trust Fund B,is determined
and one-fourth of said 563 units are redeemed.
2-£dLC1;1(;.I f '7cf
Date?Sh~Jones
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•
R E C E I P T
Lenora Miller Trust Under Will
First National Bank &Trust Co.,Trustee
Account 11210031
I,Sheila Jones,hereby acknowledge to have received from First
National Bank &Trust Co.,Washington,Pennsylvania,Trustee under
the Will of Lenora J.Miller,Trust Division Check #10575 in the amount
of One Thousand Three Hundred Twenty-Three and 18/100 ($1,323.18).This
amount represents the final partial distribution of one-fourth of the
principal of the above stated account to me,Sheila Jones,as per the
Court Order dated February 23,1978.
This partial principal distribution of $6,981.29 is comprised of
the following:
One-fourth interest in:
1.563 units,Collective Trust Fund B $1,355.71
(valued at $8.3299 per unit on April 1,1978)
Less:
First National Bank &Trust Co.,
Partial Termination Fee on Final Distribution 32.53
1(.6~~of 1%of market value of principal)
BALANCE FOR DISTRIBUTION:$1,323.18
THEREFORE,I remise,release,quit-claim and forever discharge
the said First National Bank &Trust Co.,Washington,Pennsylvania,
its successors and assigns,of and from the said share of the trust
aforesaid and of and from all actions,suits,payments,accounts,
reckonings,claims and demands whatsoever for or by reason thereof.
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and:Rose H~'les,by 'and thro~~h':"th~ir at,torneys,'Phillips &
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Faldowski,and 'files the·follot,.ring'petitionto:Term'inate "the
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Trust created'u~der the terms',of'.~'he Last 'Will and Testamen,t of
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Hiles,~,Palrn.er Adair Hiles~E.•
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PE'I'ITI9N fOR 'PARTIAL'TEmUNATION OF
~•.TRUST ..OF 'LENOHA,IT,.'MI,L__L"'7P_~R_-,-._~___
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........_.~AND~OWI co~es~Ddual~~.r'J.
nfTHE
IN RE :;:
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Lenora J ~~f,1ill'Jr'""vi threspect.to th~beneficial interest of
Douglas'E .i1iles ,.{,\7hereof the ':fol)o\~ingis a 'state~.ent :"."'..,-~....
"1.LenOra J.'Hiller,;.,Testatrix herein,~.]as an individual...~..'"
.'
who resided in 'Washi~gton"washinqton
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who died on August ',31,1966 :"','
County,Pennsylvania,and
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'2.On November 28,'1961,Testatrix executed her
.,
Last Will and Testament.'On Hay'16,·1966,.Testatrix executed
.'~',..
a codicil to the aforemEmtio~ed'L~st·Tl\7ill'and Testament.A true''0'.._."...
'and correct c'O?y 'of the Last.:'lJill·a.nd Testa.~ent,toq'et,he.r with
the codicil pe~'taining th~reto,are attached hereto,'~_ade a Dart
h .f d "k d P t"t'"~F.1 •b .t '"AIiereo,an mar e .as .e 1 _lone,r ,s _.,X.1.1 1 ...•The",said Last
.'.<T\rill and Testainent of Lenora J;Hiller was 'probated in the Court
.-of Common Plea~o'f)l\7ashfngton County,'Pennsylvania,
,:1·,"
O'rphans'
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Court
Division,on Septe'r:lber 1,3,1966:'",
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3.In said codicil,dated May 16,1966,the Testatrix
amended her Last Will and Testament,dated November 28,1961.
She amended Paragraph Tenth,to read as follows:
TENTH :'1 give and bequeath to my executors,
hereinafter named,as trustee,the sum of
FORTY THOUSAND ($40,000.00)Dollars,or,
as shall be decided ,in the'discretion of 'mY'
trustee,sp much of-my property as has a value
of FORTY THOUSAND ($40,000.00)Dollars,'
(or has a value slightly in excess of FORTY
THOUSAND ($40,000.00 Dollars to the extent
that it is necessary to exceed FORTY THOUSAND
($40,000.00'Dollars,in order to constitute
whole shares of any stock selected by my trustee
without any division of de shares)in trust,
neverthele'ss,for the following uses and purposes:
4.In said codicil,dated May 16,1966,the Testatrix
amended,Paragraph "Tenth (e)"of her Last Will and Testament,
dated November 28,1961,to read as follows:
(e)vfuen my great-grandson,Douglas
Edward Miles,shall have arrived at
the age of.twenty-one (21)years,"
the'trustee shall pay to the said
great-grandson the balance of the
principal of the said trust,being
the remaining one-fourth (1/4).
..,
?\r:;'7~'5,.I:t~.~'s\~nderst904 ~.~at in light of the partial
~t ,"..;!.~1-•:~-5..,r~,}..:I ,.~__,'~_,~t.,_..
termination,dated February 28,1978,~of Sheila Miles Jones,that
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the :proporti<?nate'.~ha~e\of"DouglasEdward Miles in and to the
"'..:~;.01:""'.,•!:.-•~'~'y ~•~~.l
subject trust is one-third (1/3)of the balance remaining in said
.1;'"~.t ~~;h..,',j ~:il i ,r ~.;·fj ';.':I
trust ':",~.'1,.''•'.•~'•.I !
It is also understood that once a partial termination
of the balance of sa,id trust is effectuated by Doug~as Edward Miles,
that Palmer Adair Mi'les and Rose Miles'will each have a one-half I
(1/2)interest in and to the balance remaining in said trust.
2
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6,'The',Parties who are.,or may,be interested in·the
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p.:t:"0perty are as follc;ws:,-,r~•
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A.Palmer 'Adair Hiles
",25W,Kather'ine Ave.
"'~l1a'sh'ington;Washington'County,-,Penna.15301
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<".~B.Rose'Miles'
'/'25 W.Kather'ine AV'e..'.L r ~
Washington:;Washington ;Coupty,"Pe'nna.s'15301
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C.'-D~:niglas Edward Miles t.
25-,\I].Katherine Ave.,
,vJashingt'on,-Washington County'-Penna'.15301
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the'above:,'iladed par'ti~s are living ~n'dsui juri's ..The
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Trustee is First National Bank &Trust Co.6f Washington,
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;,(~~a~hl~gton County,Pennsy1vania .
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7-.The;;interestof,Sheila Miles,Jones,formerly
•.:J,,,'•!.~._,~_-_
-known'as SheiiaL~e Miles',great-g.randda,:ghter of \he Testatri~
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was terminated b)l Order of ~ourt','date~February
'..",'j'"'
A copy o~s'~~d'Ofd_~r ter.minatingthe int~res~,~f
28,1978':
--,
She'ila Mi,les
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..,•s/Jones,<is attached hereto,made apart 'hereof ,and ,marked as
t ~...~l ..~
Petitio;er's E~hibi t "Bi'r.',,~I
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.8 ..All'par.ti~s who'.~re r~ntere'sted""<;)l7'who<:may-,.be
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interested in Trust p~roperty,and who,.",are 'listed below,have
consent~d to'the~artial;termin,atim of said Trust,in favor.'of
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Douglas,Edward Miles.The consents of,the'consenting beneficiaries
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whose names fol~ow hereunder.,are attached hereto,'inade a part"
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.'A.-Palmer'Ada:ir Hiles'.t .'".
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,B.Rose Miles
'C:Douglas Edw?-tdMiles
.'
&Trust-Co:of','
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Washington,'~'ennsylvania has indicated its willingness to accept
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the partiaLterminatio~ifth~Court shall so direct..~l •The
,statement,9£the Trust:;e'e is attach~d hereto,made a par~,hereof
and marked'as ',Petitioner's Exhibit,~'D".
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,.,
,
Ite~m~nated with respec~
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a :The said "D~ugt'as Ed~ard Miles has attained the'~..~_.,7 .-".__.,.
10.Th'e Trust,s"nould be.p,ar'ti'al1y
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to Douglas Edward Mil~s;>for the 'following-reasons:
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age of twenty-one (21)'years;'his'date'bf birth be.ing'February 9,
•I~,'
'1959,'tlier~by .,compiyil1'g wit'h:the provisions .,set ,fQrth :iri'
Ii ,I',11 I '\'.~):"•.'..'/.':;'-t •~-.l ~••.~.•,
'~aragrapp ,"~enth'(e)'i'6f'th~'codicil,to the La'stWil-l and Testament
,\,....."..,-r,
;of Lenora J.Mfller.'.
b.The s'iiid,Douglas EdvJard Miles,h~ving attained ..~.'~,:,.,,·t~,'.
the age of twenty-one (21)ye"ars,,"as PFoviqed ,for in Paragraph
•,:""~A"""~\t.!,.,r.'j';~:''~.C'~j,,{:~~.".'.'~,
.{~t j ,,~'~~,J.\~'1.t 'L,".~j T'~•~1__t ..i':..'-'.,.~'Ten'th (e).:.\~th~"J.,.I).t:ent;oftne~T,es;tat'r.l.xwould be.,served by
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partially teTm~na.t~nsithe::..T~U:~t".~,!=:,~~.i.s~ime,:with respect to
,t.J,/;1 }'~Ji ·'r,t~·,,~1£'
Douglas Ed~~idt~M:ile~'';{n dfst'riTbu1t~J'g'the one-third (1/3)
'.r ....,J",,,,,;,,...,f~-,,._.t,~~r..i~~.t'l":~("",!..~'!'o:'~'"·1proportl.onat,eJt ~~~re;/{~I ~ij,e.'P'f,!I)..cl!pa:J-l0f said .trust to him..."~.
WHE,REFORE,you~'Pe'~itiohers';'Dougl~s Edward Miles,"
J'..../.
Palmer Adair .Mile~,,and Rose,'Mires,"pray'your Honorable ,Court
•'~••,,..•f :
'to partially termi~ate'the :trust'of Lenora J:Mil~er,with re,spect
to the interes'C of Douglas Edward Miles,'and dis'tribute the
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proportionate on~-ihird (ljj)sh~r~of the a§sets of the ~~incipal
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,of said trust to the said.Dou~~~s E~~ard·-Miles.
.~,Respectfully submitted:
. 4
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CONSENT
I,DOUGLAS EDWARD MILES,being a beneficiary of
the Trust of Lenora J~Miller,Deceased,and having reviewed the
Petition for Termination of th~Trust,and understanding the
contents therein,do hereby consent to the termination of the
Trust,"7i th respect to Douglas ~dward ,Hiles.
lILES ,
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Sworn to and subscribed
'~
before me this 11·-day
1980.
My Commission Expires:
"
MARGA~ETT E,FETCKO,Notary Public
'NasRiR§fell,WsslliiiUloli eo.,Pa.
My Commission Expires Feb.15,1982
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Page 1 of Exhibit "c"
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CONSENT:,'';;:
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Trust,with
PALMER ADAIR MI~E.S ';"being a,benefic'iary 'of the
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Sworn to and subscribed',
befor'e .h"d./1iJ dmet1S'7:-ay
1980.
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I',ROSE HILES,being a beneficiary;of the Trust of
l Lenora J.~1iller;Deceased"and"having revie~led:the Petition
"
f~r ·T~'rminatiori·0'£the'"Trust ~~l.n(l unde:r:standing the contents
,
therein,do hereby consent.to"the,termi:r~tion of the Trust "
with,respe9t.,t().Doug~as~,,f;Slwa:r.?,~1~1~,~•.,",'""'.f.r r •'.I;;,I'....,.r,,"....~.1'-1'1 '","','~•it-l'1y l.,.;~~.;......)..j''..i<i',,''~'.....1('-"
j!••"~-'••~~t ~.t.if ~$','::'/.J..'1.i l r:',~.":..",,l ;t
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Sworn to and subscribed
,'~,
before me this :01 =:-day---,
;
of
"
MARGARETT f FETCKO,Notary'Publle
Wa3hinglOIi,WashIngTon Co"Pa:
My Commission Expires Feb,15,1982
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Page 3 of Exhibit "e"
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ahduhderstan4ing ~he coriten~s,~~~reirr,'do,hereby~on behalf
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STATEMENT ,:OF TRUSTEE
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I"G~,A.HOOP,JR.t'Vice-President arid Senior Trust
Officer of'~irstNational'Bahk'&'Trust,C~.of Washington"
--.~.f .~...''.f '.i '
'PE7n~syivanic?-):Truste~',of 'th~'~Trust of :L~~ora J •Miller,.D'e;ce.?-sed,I
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,"I'having reviewed the'Petition ~or'Partial Termination of the Trust·,
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of the Trustee,<state that i t.ls·'.\Tilling'to ,partially .termin~te
rl'.'i ,J .~\"'••~'f
the.Trust ~it.h~/respe~·t to ':D011gias Edward r1ile.s,'1:f ,th'e Court·
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should.so'approve.;,,.
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Sworn,to and
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subscribed
,'It'~.day
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·<·G;A(.~
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•"G.A.HOOP,JR•.
:Vice Pre$ident ~S.:niQr.Trust.Office"
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.Exhibi~t "D".
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,COMMONWEALTH OF PENNSYLVANIA,.
'~COUNTY OF WASH INGTON "
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BEFORE :ME;:,.,the undersig~ed authority,-personally
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J.Miller -~.,
knowledge ,_information
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F ',',"",_"'~..t1.'.....~.•.'.;,t~t i l''t'.J~~...,-:;t ~"..,"
appeared,;,D'~'~i~~Si}'p'~~~~q:'(IL..E1{'~}t~~.!i t?_~_lng duly sworn according
to law,depose~..and;~s.,~Y:?,~thajt_th,e _f~ct~s.et for'th ,in the:-,..~_"i,,!t '~..,-~-t·r'-,,)"R \,,-',f
•r 'i:-~'.;:.;/l'~'~'t,~',ii~·,...ij,,'t.._~,~,'~,~'''',",...
within Pet1tion>~f.or,',thelTerminat'.i.!on':o'f:Trust'of Lenora
.•tl #"'"'-'t~,]-...;r .:":~.~.'~,t r .
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are true and cOJ:'r,e.c,t {,.t._o·the~best!of.\'his.
,""'"•~;Of p.:>~•I."H 'j,",HY'~."\~w.j '•../''·~l""-;<}""i ...~i<;tI ~',}J ....'ti '1};
.and belief."".
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Sworn to -and'subscribed
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biod:'ore me '.this,oL/~,day"~
••~..''0
'of -~~,<~,1980.',"
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beginning the third Monday of Hay,1978.
fees and any other costs and expenses incident to this Trust.
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BY THE COURT:
.,..,~
EXHIBIT "B"
ORPHANS'COURT DIVISION
I
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II
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Trustee is hereby directed to distribute to Sheila Miles Jones,
file an accoun:t;:.ing at the next scheduled session for audits,
~urther,IT IS HEREBY ORDE~ED AND DECREED,that the
one-fourth (1/4)of the principal assets of said Trust,and \
IIIiilnI'~
II
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IIIIIIII IN THE COURT OF CO~1MON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
"I,
11
II IN RE :TRUST OFILENORAJ.MILLER
I,II 0 R D E R
.II AND NOW,to wit,this .a!JJ-day of ~
1
1978,upon consideration of the within Pet~tion,and on
.il motion of Damon J.Faldowski,Esquire,Attorney for Petitioners,
hI-T-~IS:~cHEREJ3~¥"~ORDERIID;:AN,O:DECRF..ED';;.,.that.;ilie;T:r:ust:,;set,up:under.;",'.,,,t,
.II ...'......''.".'.-,_......"k"If tlie:.:-::E;asf:;'.W:Err:··aoo,-Teatam.en:t:;{}T•.Lefiar,aL.l;~~;~ul.er:'i.,he;'he::ceJ);y""},
II terminat~d,wi~h resp~ct to Sheila Hiles Jones ,~Ubject,'however,r-II
to the payment of filing fees,reasonable attorney's fees,Trustee's
~..10
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COU~T DIVISION
IN RE:TRUST OF
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A PROFESSIONAL CORPORATION
33 WEST BEAU STREET
15301
LENORA J.MILLER.
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LAW.OFFICES'OF
PHILLIPS AND FALDOWSKI
PETITION FORPARTIAL.TERMINA-TI()~qFTRUST OF LENORA'J.MILLER.."
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IN THE COURT OFCOMvDN 'PLEAS OF
IIWASHINGl'ON COUNTI,PENNA.
IRPHANS'COURT DIVISION
IN RE:TRUST OF IENORA J .
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MIlLER.
ORDER
LAW OFFICES OF
PHILLIPS AND FALDOWSKI
A PROFESSIONAL CORPORATION
33 WEST BEAU STREET
WASHINGTON.PA.15301
-/I
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IN TIIE COURT OF COMMON PLEAS OF ~1ASHINNTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST OF LENORA J.
;)
!
MIlLER.
6 R'D E R
AND NOH,to wit,this )I day of March,1980,upon considerati?n
of the within Petition and upon JvfJOtion of Damm J,Faldowski,Esquire,I,
IT IS HEREBY ORDERED AND DECREED that the ~S'day of J'l;f 14--Yt C ')4,!
;
1980,at J J o'clock,1L.,M.,in Court Room No.4
is the date,time and place scheMed for the hearing on the above captioned :
rratter.
Petitioner's com.sel is to notify all necessary parties by
forwarding'a copy of this Order by U,S.Postal Service,Certified Mail,
Re1:1.rrn Receipt Requested.
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IN THE COURT OF CCM1JN PLEAS OF
WASHINGI'ON COUNTY,PENNA.
ORPHAl~S'COURT DIVISION
IN RE:
TRUST OF LENORA J.MIILER.
ORDER
f~"\l;:~
''t'd ··O~NO-'qUlq~~JJl ......w'J v ..I.v II ,t.'J l "I ~.,....111 u .,..\,...,,',,.,",\I (":;)-/'I[\.::l V eo:.:.I.l.::l f .j.;"}i~\-c
92 II UV 52 HV!J 08.
a3}J31SI~3U
LAw OFFICES OF
PHILLIPS AND FALDOWSKI
A PROFESSIONAL.CORPORATION
33 WEST BEAU STREET
WASHINGTON.PA.'15301
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IN THE COURT OF·COl>t·DN PLEAS OF HASHINGTON COUNTY,PENNSYLVANIA.,S··,
•,."i '
ORPHANS'COURT DIVISION
IN RE:TRUST OF
LENORA J.HIllER.
.l
ORDER
AND NO,,.,],to wit,this 2-'2'day of M ~(I,J,1980,
upon consideration of the within Petition,and upon Motion of Dam::m J.
Faldowski,Esquire,Attorney for Petitioner,IT IS HEREBY ORDERED AI\[)DECREED I
IthattheTnlStsetuptmd.er the Last Hill and Testament of Lenora J.Miller,1
be hereby tenninated,with respect to Ibuglas E.Hiles,subject,however,
to the payment of filing fees,reasonable attorney's fees,Trustee's fees
and any other costs and expenses incident to this Trust.
Further,IT IS HEREBY ORDERED A.ND DECREED that the Trustee
is hereby directed to distribute to Ibuglas E.Miles,one-third (1/3)of the
principal assets of said Trust,and file an accotmting at the next scheduled
session for audits.
I
IBYTHECOURT,I
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R E C E I P T
Lenora Miller Trust under Will
First National Bank &Trust Co.,Trustee
Account #210031
•)
I,DOUGLAS E.MILES,hereby acknowledge to have received from
First National Bank &Trust Co.,Washington,Pennsylvania,Trustee
under the Will of Lenora J.Miller,Trust Division Check No.17736
in the amount of Eight Thousand Forty-One and 23/100 ($8,041.23)
Dollars.This amount represents the final distribution of one-third
of the balance of the principal of the above stated account to me,
Douglas E.Miles,as per the Court Order dated March 25,1980.
This priric'ipal"distribution 6£"$8,041.23 "is comprised of the
following:
One-third interest in:
1.2,529 units,Collective Trust Fund A
(valued at $8.51612 per unit on
February 29,1980)
2.422 units,Collective Trust Fund B
(valued at $7.9867 per unit on
February 29,1980)
Less:'
1.First National Bank &Trust Co ."
Termination Fee on Final Distribution
(.6 of 1%of market value of principal)
2.Damon Faldowski,Esquire
Attorney's fee for filing petition to
distribute (including $9.50 in Cour.t Costs
advanced).
3.Amount payable to ivashington County Register
of Wills and Clerk of Courts as the fee for
filing the Account directed in the Court
Order dated March 25,1980.
BALANCE FOR DISTRIBUTION:
$7,179.09
1,123.46
$8,302.55
49.82
171.50
40.00
$8,041.23
THEREFORE,'I remise,release,quit-claim and forever discharge
the said First National Bank &Trust Co.,Washington,Pennsylvania,
its successors and assigns,of and from the said share of the trust
aforesaid and of and from all actions,suits,payments,accounts,
reckonings,claims and demands whatsoever for or by reason thereof
this .Q/'o day of April,1980.
iVITNtss J}~C.?Yl~
DOUGLAS E.HILES
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANI~.
ORPHANS'I.-COURT'DIVISION
LENORA J.MILLER,
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HEARING ON PETITION FOR PARTIAL TEEMXNATION
OF A TRUST
63-68-1043
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THE COURT:'This is the time
set for a hearing on'a Petition filed in the
Estate of Lenora J.Miller.'~r.McCloskey?
Well,first make an
short statement of what
CLOSKEY:''!"\I At this time,I
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to 1'ta1J.;~lDougl!a:s',EV'i·Miles to the
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r ~_"'\;opeHinci ~s tatenie'ht ,I.it 'i '--6.1 t·I \•..'.•:<,'~,.~.
you propose to do •
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for partial termmnation of a trust of a·
tiei::lninate,partially .terminate this trust
This is a Petition
The.Petition was brought toE.Miles.
woman by the name of Lenora J.Miller,the
great-grandmothe~of the Petitioner,Douglas
.Douglas E.Miles"for the reason that Mr..'
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Miles has complied with the conditions imposed
by the codicil of the Will for the termination
of the trust.We inten~to presentveryy
briefly some testimony by the beneficiary,
Douglas E.Miles,as to his.meeting the
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conditions imposed for partial termination'
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of the trust and then we intend to present
.very briefly,testimony of an officer of
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the trustee bank,First National,as to thei~,
consent to this termination and as to the
fact that they are trustee.
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ze DOUGLAS E.MILES''CALLED AND SWORN.Clz
~DIRECT EXAMINATION BY MR.Me CLOSKEY:
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State your full name please.,'
Douglas Edward.Miles.
What is your address?
25 West Katherine Avenue,Washingtbn~Pennsylvania
With whom do you'reside there-?
Palmer Adair and Rose Miles,my parents.
What is·your date of birth?
February 9,1959.
That would make you how old at the present time?
21 years.
Q Now'iMr.~Miles,are ~ou in fact a beneficiary under
.,"",..."/_,•r"'!.th,e)J!}lst,,W.i'~l'~'f~,~'rT~'stament of your gre~t-grandmothEr,
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Lenora-J.Miller?'
A Yes,I am.
of this trust?
And Rose~'Miller?
Now,who is Palmer Adair Miller;
My father.
Is that the onlyTHECOURT:'"
condition?
Yes,~t least 21 years of age.
I had to be 21.years of age.
My mother•
Are they also beneficiaries with regard to this trus~?
What were the .conditions for the personal terminatio~
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terminate in their favor?
I believe my father·-has to be 65 years of ag~and I
Do you know the conditions .upon which the trust will
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to be '65.~
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Have'your/fa;th'er;afia,mother consented to this'partiatL
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termination?
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Q They have executed affidavits to that effect?
to this partial termination?
Right'."
To your'knowledge',have~·they executed ,a consentt,.
Who is the trustee with regard to this trust?
First:National Bank,down on Beau Street.
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No,I think that's
.Does the Court have
all right.
THE COURT:
MR.MC CLOSKEY:
'any question!??
Yes.
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George A,!".NqoJ?'1','1~>:rf,~ic,e.president and.senior trust
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t',<I·,..'<:~.'\~I.~"",'"officer,'First National Bank and Trust Company.
Q Is-First National Bank and Trust Company the trustee .
with regard to the trust that's involved here?
A It is.
Q Now,there has alre~dY been a partial termination
of this trust set up by 'Lenora J.Miller-through her
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Will?
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Yes' .4-'"""••\4 '•••,.'~
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What,IS ;the""conEl.,~·tion"for the ter~ination ,of the~"
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trust in'favor of Douglas Miles~
As we interpret :tt,it is on his attaining-the
!age of 21 years 'of age."
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"partial termination of.the trust?
Yes,sir'.
Yes,we 'have.
That'5 all.MR.MC CLOSKEY:
Now,has First National Bank,as trustee,executed
a consent to this partial ,termination?
And you are satisfied that Douglas Miles has complie~
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with the conditions impose~for 'partial termination?
And you will comply with ,any Court order directing ~,
,Absolutely.
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THE COURT:'Mr.Hoop,is there
anybody else who might object or anybody
who has made any obj ec'tion .to this parti;al.,
,termination?
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termination in favor of Douglas Miles is
reflected and contained within the original
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,'1 .Your Honor!the only other beneficiaries
under this trust are Palmer Adair Miles and
Rose 'Miles,:who as the record reflects,
,are the par~nts of Douglas E.Miles and
their consent'to this petition for'partial
For the record,,.
petition•
MR.MC CLOSKEY:
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THE COURT:
proposedr1order?
MR.MC CLOSKEY:
.~Honor.
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Do you have a
Yes,I do,'Your
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I hereb~~certify
that the proceed.~ngs.are c.ontain~d fully and accurately in the
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notes taken by me during the hearing in the above cause and2
that this copy is a correct transcri6t of the same.•j L <.~
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J:~record of the prodeedings of the hearing~iti the above causeN
~is hereby approved and directed to'be filed.
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I,,COURT OF CO~10N PLEAS
WASHINGTON COUNTY,'PENHSYLVANIA
I SECOND &PARTIAL ACCOUNT •....'.--OF'.FIRST NATIONAL BANK ~TRUST I
TRUSTEE lnIDER THE WILL /OF
LENORA J.MILLER ,
63-68-1043 ~
IACCOUNTSTATEDFROMAPRIL11,1978 TO APRIL 3,1980
PURSUANT TO COURT ORDER DATED MARCH 25,1980
SUMMARY AND INDEX
PRINCIPAL PAGES
Receipts 2 $29,337 26NetLossonConversions364571
SUB-TOTAL 28,691 55LessDisbursements210,795.34
~Investments 3CapitalChanges3-4 -.Principal Balance Remaining:1 $17.896 21.
INCOME
"::.-
,Receipts -3-4 $3,245 97LessDisbursements4-5 3.245 97IIncomeBalanceRemaining1 $0 00.'~.
I PRINCIPAL BALANCE *Market Va.ue Book ValUE
as of 3/11 80 as·of 4/3 1/80..
I 1,686 units,CTFA,FNB Plan for Equity Fund $14,358 18 $15,18 39I~281 units.,CTFB,FNB Plan for Fixed Income Fund 2,244 27 2,70c 72.3 10 10
I TOTAL PRINCIPAL $16.605 55 $17.89€21I-.--INCOME BALANCE-.._---
II NONE 0 00 0 00IIII*Date on which dedemption values were figured _I Douglas Miles'birthday being 2/9/80,next unit,valuation date being 3/1/80I,
!The Market Values per unit are as follows:Ii .-
I CTFA,Plan for Equity Fund =$8.516121
I CTFB,Plan for Fixed Income Fund $7.986735IIi-III ..~.I
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Second and Partial Account of Lenora J~Mi11er~Trust Page 2
PRINCIPAL
Receipts -
4/11/78 Balance of assets per First and Partial Accounting:
2,529 units,FNB,Plan for Equity Fund $25,108 56422units,FNB,Plan for {Fixed Income Fund 4,220 00
Cash 4 085/3/78 Increase of Book Value at $.00821381 per unit,4 62
FNB Plan for Fixed Income Fund "$29,337 26
Disbursements
5/3/78 Reduction of Book Value .00996977 per unit 5 61FixedIncomeFundB
5/3/78 Reduction of Book Value .0649007 per unit . 3 65
Fixed Income Fund B
6/22/78 Reduction in Book Value -2,529 units 390 86
.15455104 per unit
10/16/78 Reducti~n in Book Value "139 :26.'
422.units @ .33000363169
Fixed Income B
10/31/78 I Reduction in Book Value 422 units @ 6 23
.0147546183 Fixed Income B
12/8/78 Reduction in Book Value 2,529 units,@ .1,120 91
3/12/79 ;I •44322162442 Equity Fund A
Reduction in Book Value 2,529 units @ 141 10!.05579 Equity Fund A
~/12/79 Reduction in Book Value 48
422-llnLts @ .001149 Fixed Income B
5/4/79 I Semi~annua1 fees due 3/25179 4 086/7/79 I Reduction in Book Value 2,529 units 166 10iI@.06567866 Equity Fund AI6/7/79 I Reduction in Book Value,2,529 units 514 51I'@.2034439 Equity Fund A
4/2/80 Ck.#17736 Douglas Miles final distribution 8,041 23I'4/2/80 ,Termination fee on final distribution 49 824/3/80 I Ck.#17755 Phillips &Fa1dowski 171 50•.I payment of,services rendered per 3/31/80i7/2/80 I Kathleen Flynn Reda,Register of Wills 40 00
fee for filing Account directed in CourtIOiderdated3/25/80II $10,795 34iIIII".
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3/14/80
Second and Partial Account of LenoraJ.Mil1er Trust
CONVERSIONS TO CASH
Redemption of 843 units at $8.51612149676 per unit
Equity Fund A:
Page 3
GAIN LOSS
Book Value
Redemption Value
7,591.69
7,179.09
412 60
3/14/80 Redemption of 140 units at $7.986735 per unit
Fixed Income Fund B
Book Value
Redemption Value
1,350.03
1,118.14
231 89
*,Redemption 6~1 unit at $7.986735 per unit,
Fixed Income Fund B:
*(Redeemed late to cover extra cost of account
filing fee to Court)
I NET LOSS ON REDEMPTIONS
Book Value
Redemption Value
4/11/78 '
I!NONE
9.64
8.42
'PRINCIPAL INVE'STHENT~"
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CAPITAL CHANGES
,.
1 22
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$ 0 00'$645 71
$645 71
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6/22/78
12/8/78
3/12/79
6/7/79
6/7/79
3/14/80
II First National Bank &Trust Co.,Plan for Equity Fundi2,529 units,received per First and Partial Accounting
1 Reduction in Book Value,$.15455104 per unitIReductioninBookValue,$.4432216 per unit
Reduction in Book Value,$.05579 per unitIReductioninBookValue,$.06567866 per unitIReductioninBookValue,$.2034439 per unitI843units,redeemed at $8.516215 per unit
11,686 units
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$25,108 56
(390 86
(1,120 .91
(141 10
(16610,
(514 51
{7,591 69
$15,183'39
Second and Partial Account of Lenora J.Miller Trust Page 4
First National Bank &Trust Co.PlanfotFixed
Income Fund
4/11/78
5/3/78
5/3/78
5/3/78
10/16/78
10/31/78
4/12/79
3/14/80
5/13/80:
422 units,received per First and Partial Accounting
Reduction in Book Value,$.00996977 per unit
,Reduction on Book Value,$.00649007 per unit
Increase in Book Value,$.00821381 per unit
Reduction in Book Value,$.33000363169 per unit .
Reduction in Book Value,$.0147546183 per unit
Reduction in Book Value,$.001149 per unit
140 units,redeemed at $7.986735 per unit
1 unit,redeemed at $8.42 pet unit
281 units
$4,220 00
(5.61
(3 65
4 62
(139 26
(6 23
(48..(1,350 03
(9 64
$2.709'72
INCOME RECEIPTS
5 91
81 32:
'3 ·08
87 97
31 42
87 35
85 44
88 36
26 58
,86 52
351 62
106 15
"353 58~
278 90
227 91
329 08
.295 39
.346 90
$
2,529 units
A
@ .11028
4/14/78
7/14/78
6/21/78
6/14/78
9/12/78
Dividends on 563 units due 3/31/78
Fixed Income Fund B
D~vidends on 2,529 units
Equity Fund A
Dividends.on 2,529 units
Equit:y Fund A
Dividend on 422 units @ .192705IFixedIncomeFundB
Dividends on 2,529 units @ .13980941841
Equity Fund A
10/16/78 I Dividend on 422 units @ .20846960269
Fixed Income B .
12/8/78 !Income Earned on 2,529 uriits
@.13716643979 Equity Fund A
'12/12/78 Addit~~~-Income on 2,529 units
I Equity Fund A
1/4/79 IIncome oil.422 units @ .2069879518
Fixed Income B
3/12/79/,f Special Inco.me Di.str.
@ .0124 Equity Fund
3/12/79 I Income on 2,529 unitsIEquityFundA
4/12/79 I Income earned 422 units'@ .202461
I Fixed Income B
6/7/79 IIncome earned on 2,529 units .0901167IEquityFundA
7/13/79 I Income earned on 422 units @ .20939IFixedIncome:B
9/14/79 /Income earned on 2,529 units @
I .11680043948 Equity Fund A
.10/4/79 IIncome earned on 422 units @
I .20502251535 Fixed Income Fund B
11/13/79 I Income earned on 422 units @I.06299674508 Fixed Income Fund B
12/10/79 IIncome earned 2,529 units@I.13012247904 Equity Fuud A
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Second and Partial Accounting of Lenora J.Hiller Trust,Page 5
12/10/79 Income earned on 422 units @ 34 26.08117639443 Fixed Income Fund B1/11/80 Income earned on 2,529 units @ 26 71
1/11/80
.0105596 Equity Fund A
Income earned on 422 units @ 25 38.q601448 Fixed Income Fund B2/14/80 Income earned on 422 units @ 28 99.06869137446 Fixed Income Fund B3/14/80 'Income earned on 2,529 units @ 224 11
3/14/80
.08861681554 Equity Fund'A .Income earned on 422 units @ -"33 04
:.07828395472 Fixed Income Fund B
$3.245 97
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INCOME DISBURSEMENTS
5/22/78 Fee for Income Tax IRS 1041 and PA 41 '2 91
6/20/78 Distribution of Income :454 86-
'Palmer Adair Miles and Rose Miles ,
9/19/78 Annual Fee 1978 180 .90,
9/19/78 Ck #12197'Pa1mer Miles and Rose Miles 257 '98;'~12/5/78 Ck #12763 Register of Wills -fee for filing ,.
1st partial account upon approval of P &R Miles 85 00
12/18/78 IDistribution of Income 355 78
'Palmer and Rose Miles
3/20/79 Distribution of Income -.-397 67
4/16/79
I Palmer and Rose Miles
6 00!Ck 1113972 Pa.Dept of RevenueI1978FiduciaryInc.Tax PA 41
-5/4/79 Semi-ann~a~fees due 3/25/79 79 44
6/21/79 ICk #r46fi-Destribution of Income
I Palmer and Rose Hiles 227 91
6/28/79 j1979 Personal Property Tax 16 50
8/31/79 jSemi annual fee due 7/31/79 90 00
9/6/79 IFee for 1978 fiduciary income tax preparation 29 63
9/20/79 Ck 1115488 Palmer Miles and Rose Miles 247 62
I Distribution of IncomeI12/21/79 IPalmer Miles and Rose Miles 476 44
!Distribution of Income "
3/18/80 I Semiannual fee 1980 90 00
3/18/80 ICk #17578 Distribution of Income 248 23IPalmerandRoseMilesI $3.245 97IiIII,.,.
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55:
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Sworn and subscribed before me this .._.IL~.
_day ofiiJ4;---------------;--19ZP._-----lr~fGrs,;'.R'i~----------
WASHINGTON;WASHINGTON COUNTY
MY COM~ISS1ON EXPIRES MAY ..l.1982M.ember~Pennsylvania Association of Notaries
The within named Accountant being duly sworn according to law,deposes and says that the above account
as stated is true and correct as ---~._verily believe.
First National Bank &Trust Co.,Washington,Pa.,
Trustee under Will of Leno~a Miller.BY:~~!!~:-
Trust Administration Officer
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I do certify that I have given legal notice to all persons
concerned of the filing of 'the within account in the manner
prescribed by Statute and Rule of Court,as evidence by proofs
thereof filed to No 6 ..,3..-::_.~-s=J....-::::-.&_8_.'2-.-
Witness my hand and official seal thiS__.II.d....__
day of __.__~~_.._..___ _ _.._19.%Q
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Form for i'd's u Trustee
Jrtitiun t9ur Aubit
lin W~e OOrp~nn!i9 <ttourt of ll1aB~in!lton Olounty
Estate of ~:.:':.~::..~~.:.~~.!.!.:E.?P.:.~.:.~~.:.~.~..
Trust under Will
minor-incompetent-llfetenant
Filed at No of '19'..
Fiduciary ~~:.~.~~~.~.~~~~~...~~~~~...~.:.~.~.:~.?.:..~..
...........__.~2.~.~.~E:~.!.!?EJ:.~r...~.=.J.:fE~~.~~~..
Place of record
of appointment.~9.~E.~?~g.?~::!;?.~~.!.:.~.~.?...Washington County,Pennsylvania
No.63-68-1043
Date of trust
~xl!1I~...AugUS.Ll/;l.,....1.9..6.9.....(,d.at.e....Qf...Ad.j.ud;ication and Decree,
If th~re have been,former ac~ounts Lenora,J.Miller Estate--:-No.1043 of 1968)
filed iIi this estate,list:;.,
Reason for filing this account....P..7.E...g.?;.~E.~....gE.~.~?:..~:..~~.~;.~.~?~~~~.~...~.:?~....!~~9..~.\'}~PIP.E9.~.~~.~...P..~E.~.~.~.!....~.~.;~.~.~.~.tionofth1strustonbena~r Or Doug~as E.fi1 es.B copy OL sa1u Oruer
is hereto attached.
All persons having anyiriteiest,vested or contingent (inchiding claimants)~in the fund now before the Court,
with the nature of their interests are:
Mr.&Mrs.Palmer Adair Miles---lOO%income beneficiaries and
2/3 principal beneficiaries.
Douglas E.Miles----------------l/3 principal beneficiary.
All c;>fsaid parties have received notice as required by the Court Rules except as follows:
. I J .",".,•p.~,~I ;,"l..."....".. ,
All have received notice.
The fund now before the Court is subject to the following taxes:
None.
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
'!
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None.
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Balance for distribution per account,
**The balance for distribution to Douglas E.Miles is
now $0.00,as his distribution is noted in the account-
ing.Present principal balance is owned by Mr.&Mrs.
Additional debits not shown in account:Palmer Adair Miles.
(Indicate whether income or principal)
Principal
Income
$J.??.~.?..~..:.~!~~..
$Q.~OO.............................
Total additional debits $...........0.00.................................................
Additional credits not shown in account:
(Indicate whether income or principal)
Total additional credits $?.00.................................
Balance for distribution Principal $1.Z.•.8.9..6 .2.1....
Income $0.00•..........................................................'0,
Total $J.7...,.~.9.;~.~.~J .
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
3.10
2,244.27
*3-1-80
MARKET VALUE
$14,358.18
$16,605.55
3.10
2,709.72
BOOK VALUE
$15,183.39
$17,896.21
Balance distri1iuted to Douglas E.Miles is noted in accounting.This distribution was made
in cash.Balance of account remaining,belonging to Mr.&Mrs.Palmer Adair Miles,to
remain in trust as follows:
1,686 units,First National Bank &Trust Co.,Plan for
Equity Fund.
281 units,First National Bank &Trust Co.,Plan for
Fixed Income Fund.
Cash.
*Date on which redemption values were figured,the birthday
of Douglas E.Miles being 2-9-80,next unit valuation being 3-1-80.
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Market Values per unit on 3-1-80:Plan for Equity Fund--------$8.5l6l2l
Plan for Fixed Income Fund--$7.986735
1#
Set forth accountants sugg'estion 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:
Accounting has been filed pursuant to Court Order,dated March 25,1980,indicating
that the partial termination of this trust (Douglas E.Miles'1/3 principal interest
in net trust)has been completed.Trustee is to retain balance of trust for Palmer
Adair Miles and Rose Miles,beneficiaries.
COUNTY OF WASHINGTON,
COMMON\VEALTH OF PENNSYLVANIA,~55
The above named Fiduciary or representative thereof,And your petitioner will ever pray,etc.
being duly ~.Wg.r.!?:,doth depose and say that the First National Bank &Trust Co.,Washington,
facts set forth in the foregoing petition are true to the Pa.,Trustee under the Will of Lenora J.
best of ;.h~.r knowledge and belief.·..·Mitrer..;..····..
swom;;;l and SUbSa;bedLr:1 me.B.'!:....~.Jfl.~~!::~___.
Th,sllday OL;fli9 ~.Trustc~~~~~Sf~~r;;ficer
Signature of Offlcer N.o.t~~.G!?,.!U .
T I f Off"FLORENCEL SISK,NOTARY PUBLICIteo,.Icfr.WASHlNGTON;.WASRINGlUffCOUNlY ..
.,.,'1>,!:~.MY COMMISSiON EXPIRES MAY I,1982
Offlf:'~~p,I;~~~~,.Mem.be£..P.ennsyl'VOllil.-As&oojalion·-&'·Notafies·..
,..-',,','"
\
I,.,.
..
£
--·3:
'ttittan 8ur Aubit
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No .-of 19 _..
ESTATE OF ~.~.~?.E.~:!...~~~.!.!.~E ::..
Trust under Will
FOR.......~.E.~.....~....~E.~..~.....:P.§!:;h~~.E ....A~§!:t.E....~~J~.~.......
_.._-XOC!.lK*~~K
Beneficiaries
..:f..fE~.~....~§!:!.~.9.P.:?.+.:....~.~P.:~....~....rE.Y..~.!:....~Q..~..'"..
Washington,Pa.,
Trustee
........................................................................................................................
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3:Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
Damon Faldowski,Counsel for Petitioners·_··_·········......·..···..·........·....··....···........········C~~~~i·..~····..
~q
. I
.>
~u t4t QInun nf QInmmnu 'Itus nf IIUll4iugtnU QIouuty.
JruullyInuuin ®rp4nus·QInun iinisinu
)
ESTATE OF
LENORA J.MILLER,
Deceased.
63-68-1043No._
In the matter ofthe Second and Partial
Account of First National Bank &Trust Co.,
Washington,Pa.,Trustee.
ADJUDICATION AND DECREE
An now October:;:1 ,19~,this matter came on for hearing,
audit and distribution of this session and testimony taken;and thereupon,upon due consideration
thereof of the.balance for distribution in the hands of the Accountant is determined to be
$'17,896.21 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed
s~c.,reg.or an appeal be taken herefrom sec.leg.
/
SCHEDULE OF DISTRIBUTION
.'Balance per a'ccount~'_·_,1
Balance ~,-_I
Deduct Clerk's Costs &Receipts 1
DAMON J.FALDOWSKI,E.SQUIRE.Attorney :...1
TO:First National Bank &Trust Co.,Washington,Pa.,
as Trustee under the terms'of the Will of Lenora J..
Miller,deceased,for the benefit of Palmer Adair
Miles and Rose Miles,residue,consisting of the
following assets in kind:
1,686 units,First National Bank &Trust Co.,.,$15,183.39
Plan for Equity Fund.(Book Value)
281 units,First National Bank &Trust Co.,2,709.7L
Plan for Fixed Income Fund.(Book Val.)
Cash.3.lC
$17,896.21
J.
$17,896.21
$17,896.21
NO BALANCE.
N~63-68-1043
Inthe matter of the
Second and Partial
Account of
First Na~iona1 Bank &Trust c6.,
Washington,Pa.,Trustee Under
Wil,l
of Estate of
Lenora J.Miller,deceased.
j\~jtWiratinn attb,mtrr~t
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.",!-
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J-~;--I?J b
Form RCC-33
RESIDENT DECEDENT
,j
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON..
Executors
and say
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 7Q3 of
the Inheritance.an!l.E.!'itateTax J\ct of 19§1.)
::,:'.:-:=:~~~::~-_:~----~-=}'"
ROY S.HORNE ANDREW E.KNESTR ICK and I.N.DUNDORE,...........................................................................................................................................1...,.
~k;xtJ!lX of the estate of the above-named decedent being duly sworn,depose
31 19 ~..~r testate leaving a last will,copy of which is hereto attached.}
(llay)(V""r)Lw~xtxtx
Decedent .djed A':l:~:':l:I3.~
(Month)
Pat:r.9.n9.angE.ciwa:rcis..
~.~0 Ea~~r~h~~~~~~!l§t reet .
Washington,Pennsylvania 15301
That as such ~~~.9..:g.t9..!...~deponent is familiar with the affairs of said estate and the property con-
(Ex"""tor-Admillistrator)
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 of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
Name and sddress of sttorney or}
other authorized representative to..
whom all correspondence should be
mailed,
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
Lenora J Miller
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules ~B~__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 &11 pe'rsonal",property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent~j cr~dlt 'in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,6r 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 decedent's death in the case of savings banks,and to the date of deced~~t's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the Uni ted States to the decedent;all obligations,w·hether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are'owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortg8ltes held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other i~struments in writing for the payment of money
of which 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 acct'iJed itttel'est thel'etlft tu the date fif dece-
dent's death and other investment securities owned by the decedent at the tim.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 substantiated 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 other property owned or bequeathed by the decedent at the time 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 possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In tha case of transfers inte~ded to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
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 passes at decedent's death by
virtue of the exercise by decedent,either indiVidually,or jointly with another,or any power of appoint-
ment vested.in decedent,either .indiVidually or jointly,by the wHl,deed,or other .instrument of another,
w.ith a copy of the .instrument creat.ing such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their dea~h,their issue,and the 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.
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 unpaid at time of...death;taxes accrued chargeable for per~od prior to deced~nt'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.
m1:~~~";,-;-.
......;e..Q.~?..Q.Q __..
(Street Number)
....I.l:.~..~.~..~E..1.?.~.~.~..~.y...!..y..~!:l..!..~.
(City or Town and State)
17th,,'"
~Subs-cribed and sworn to before me this
That~the totals of the appropriate columns in Schedules "A","B",
have b~en carried forward and properly registered in the Summar:"Y":"'_~Yi~~""'!a.!....~~~r:L;~1:::~~:::::::;-'__-:
.................................................day of N.Q..v.e..m.b.e..r..,19 6..6 .
...............................~..?~Not..9::r:y P.:td.p..l i c
Tron Ward Building,80 East Chestnut Street
Washington,Washington County,Pennsylvania
My Commission Expires January 15,1967
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly.completed as above-directed.
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA..
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
SCHEDULE IIA"
-REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
thede.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!'lwealth 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 encum~rancesupon 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.
(1 )(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMA TED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
ALL those two certain lots of ground s t-
uate in the Sixth Ward of the City of Washin -
ton,Washington County?Pennsylvania,known s
Lots Nos.15 and 16 in the North Washington
Land Company Plan of record in the Recorder'
Office of Washington County,Pennsylvania,i
Plan Book 2,at Page 66 and bounded and
described as follows:
Fronting eighty (80)feet on the north
side of Murtland Avenue and running back of
even width One hundred thirteen (113)feet
on the east and one hundred fourteen (LL4)
feet,ten (10)inches on the westto.lanclrowbrfonrer~~
of M.Sharp;bounded on the south by Murtlan
Avenue,on the east by Sharp Avenue,on the
north by land now or formerly of M.Sharp,a
on the west by land now or formerly of Rath-
bone.
LOT NO.16 was conveyed by Teura Fulto
et con.to Lenora J.Miller by deed dated Ma
20,1934,and recorded in the said Recorder'
Office in Deed Book 594,at Page 424.
I
LOT NO.15 was conveyed by ""Beri;'Boswel
et ux.to Lenora J.Miller by deed dated N~~'
29,1949,and recorded in the said Recorder'
Office in Deed Boo'k ,762,at Page 363~
Upon which is erected a one-story
dwelling containing five rooms and batb,
known as 13 Murtland Avenue,Washington,
Pennsylvania.
)
I"i'~
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.$,8 000 00,
RGC':'35
CO~ONWEALTH OF PENNSYLVANIA
,TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payab~e at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
2a.'Interest accrued on Item No.2 at time of
death
2.Savings Account,No.S-10363,First Fed-
eral Savings and Loan Association of
Washington,Pennsylvania
Item
No.
1.
3.
4.
4a.
5 •
6 .
7.
8 .
9 •
10.
ITEM
List and describe fully
Demand Deposit,Mellon National Bank and
Trust Company,Washington Branch
728 shares,capital stock,American Tele-I
phone and Telegraph Company @ 51 3/16
plus 55~dividend (selling ex-dividend
on date of death;dividend payable Oct-
ober 1,1966,to shareholders of record
on September 1 1 1966)
/100 shares,common stock,Philadelphia
Electric Company @ 29 11/16
Dividend on Item No.4 of 0.37 per share
declared JUly 25,1966,payable Sept-
ember 29,1966,to holders of record
August 31,1966
v
28 shares,common stock~Delmarva Power an
Light Company @ 22 5/8 "
/
100 shares,common stock,Richman Brothers
Company,Inc.,@ 30 1/4
100 shares,common stock,Standard Brands,
Inc'l @ 29 5/16 plus 32i~dividend ~
(selling ex-dividend on date of death.,
dividend payable September 15,1966,to
holders of record on August 15,1966)
220 shares,common stock,Duquesne Light
Company @ 28 3/16 plus 37i~dividend (
(selling ex-dividend on date of death',
dividend payable October 1,1966,to
holders of record on September 2,1966)
121 shares,common stOCk,Columbia Gas
System,Inc.,@ 24 13/16
50 shares,common stock,Cities Service
Company @ 47 15/16 plus 40~dividend
(selling ex-dividend on date of death;
dividend payable September 6,1966,to
holders of record on August 5 1966)
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
1,696.88
10,138.04
67.59
37,664.90
2,968.75
37.00
633.50
3,025.00
2,963.75
6,283.75
3,002.31
2,416.88
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
(Continued
·,
,/
.'~.
l~.200 shares,common stock,Sampson-Miller
Associated Company @ 25¢
12.1190 shares,common stock,Allegheny Power
System,Inc.,@ 22 7/16 plus 28~div-
idend (selling ex-dividend on date of
deathj dividend payable September 30,
1966,to holders of record on September
2,1966)
13.150 shares,common stock,Electric Storage
Battery Company @ 39 15/16 plus 50¢div-
idend (selling ex-dividend ~n date of
deathj dividend payable September 15,
1966,to holders of record on August 16,
1966 )
14.100 shares,common stock,General Motors
Corporation @ 73 1/16 plus 85¢dividend
(selling ex-dividend on date of death;
dividend payable September 10,1966,to
holders of record August 11,1966)
15.100 shares,capital stock,Lone Star Gas
Company @ 19 5/16 plus 28¢dividend
(selling ex-dividend on date of death;
dividend payable September 12,1966,to
holders of record August 26,1966)
16.24 shares,common stock,Public Service
Electric and Gas Company @ 28 1/4 plus
36~¢dividend (selling ex-dividend on
date of death;dividend payable Septembe
30,1966,to holders of record August
31,1966)
50.00
27,039.78
6,065.63
7,391.25
1,959.25
686.76
17.200 shares,common stock,Pennzoil Company
@ 75 15,000.00
17a.Dividend on Item No.17 of 0.37 per share
declared July 25,1966,payable Sept-
ember 29,1966,to holders of record
August 31,1966
18.268 shares,common stock,Delaware Fund,
Inc.,@14.58
18a.Dividend on Item No.18 of 0.125 per share
declared JUly 21,1966,and paid on
September 15,1966,to holders of record
August 29,1966
19.Balance due on Article of Agreement for
sale of realty to Charles E.Knestrick
and Ruth E.Knestrick,Lot No.12,
Braden and Miller Addition,Third Ward,
City of Washington,Washington County,
Pennsylvania,dated JUly 22,1958,orig-
inal sale price $16,000.00
20.Diamond Ring formerly owned by decedent's
daughter Edith
21.Diamond Ring given to decedent by husband
22.Boy's Elgin Wrist Watch
(Continued)
74.00
3,897.24
7,570.95
100.00,
100.00 ~,
10.00.-J
,'.
23 "Household furnishings and equipment and
personal effects:
In Kitchen:
Table;3 Chairs~Gas Stove,Preference;.
General Electric 8 cubic foot Refrig-
erator;Rocking Chair;Wooden Stool;
Cabinet;2 pair Curtains;Toaster;Gen-
eral Electric Iron;Cooking Utensils;
Tureen;Assortment of Glasses;China;
Silverware;Clock;Mirrow
On porch next to kitchen:
Glider;Step Ladder;2 Stools;Mops;
Electric Sweeper;Ironing Board;Clothes
Rack
Dining Room:
Walnut Dining Room Suite:Table,5
Straight Chairs and 1 Arm Chair;China
Cupboard;Buffet;Writing Desk;Rustic
Planter;Oak Stand;9 x 12 Rug;Seth
Thomas Clock;Table Linens;2 Occasional
Chairs;Lace Table Cloth;Chaise Lounge;
Fruit Center Piece;Motorola Table Radio;
Tree Lamp;3 Pictures;Mirror;1847
Rodgers Silverware:1 doz.knives;1 doz
forks;1 doz.teaspoons;~doz.table-
spoons;1 doz.salad forks (2 patterns);
picMe fork;sugar spoon;butter knife;
jelly server;meat fork;gravy ladle;
2 soup spoons;and 2 novelty spoons
Contents of Dining Room Cupboard (Wall):
Limoges China--Bassett:6 Dinner Plates,
oblong turee~round covered tureen,large
and small meat platters,gray bowl,2
vegetable dishes,4 cups,3 saucers,12
salad plates;Round cake plate--pansy;
Vegetable Dish--Bavarian;2 rose design
cups a~d saucers;20th Century Hapsburg
Australia:6 soup plates,2 cups,2
saucers;2 cups and saucers--Japan;2
Vegetable Dishes--Modgeska Japan;2 cups
and saucers--gold rim;2 saucers--Germany
saucer;China saucer;Maroon tidbit plate
6 dessert dishes--Silesia;Johnson Bros.-
England:9 individual butter dishes;
glass basket;ceramic bird;glass cream
and sugar;2 7"painted plates;glass cup
glass shoe;pair glass boots;pink vase;
incense burner;6 gold rim glasses;7 cle.r
glasses;cut-glass pitcher;pink glass
dish;white vase;green glass vase;cut-
glass dish;cut-glass vase;crystal vase;
vase with artificial roses;2 glass ink
wells;bud vase;crumb tray;yellow
ceramic vase;blue glass vase;blue ceram c
vase;2 blue square vases;covered glass
fruit bowl on stem;3 glass relish trays;
black relish tray;milk glass vase on sterr;
milk glass vase;heavy glass ashtray;glass
fruit bowl on stem;large covered glass
sugar bowl;Waterman's Pen;Sewing Basket
and contents;Nail Buffer and Polish;
Chrome Sail Boat;China Egg;4 Hot Pads;
glass plate;green glass tidbit plate
green glass cake plate;cake plate
Contents of China Closet:
8 sets salt and pepper shakers;Crumb Tray
set;miscellaneous china;cream and sugar
sets;ruby glassware
(continued)
·1I
I
Living Room:
9 x 12 Rug;2 throw rugs to match;
Davenport;2 lounge chairs;Leather I
pull up chair;coffee table;oblong!
and oval end tables;round occasiona
table;treadle sewing machine;
hassock;floor lamp;2 table lamps;
Seth Thomas Clock;flower stand;wha1-
not shelf;2 pictures;mirror;cut-
glass dish;pair glass dogs;set of
3 glass swans;3 vases;pair china
figurines--Martha and George;brass
vase;knick-knacks
Sun Parlor:
small rug to match living room rug;
3 piece wicker suite;metal lawn
chair;oak stand;8 flower stands;
small table lamp;2 pictures
Back Bedroom:
3-piece bedroom suite--bed,vanity,
and chest,springs and mattress;
cedar chest;fur coat and fur piece;
electric clock;mirror;magazine rack;
7 pictures;rug (poor);clocks;
towels and wash cloths;pillow cases
and sheets;sweaters and shawls;
clothing
Bathroom:
2 throw rugs
Hallway:
worn runner
Front Bedroom:
oak bed,mattress and springs;3-
drawer dresser with bevel glass mirro ;
chifferobe;2 cane seat rockers;cedar
chest;lap robe;floor lamp;square
stand;large mirror;6 pictures;1
rug (poor);Perfect Nite Electric
Blanket;clothing
Basement:
Gas hot plate;ice box;chest of
drawers;washer;2 galvanized wash
tubs;single bed;box juvenile toys;
various garden tOOls;carpenter tools
hammer,saws,squares;wrecking bar;
extension light
TOTAL 1)141,676.71
..
rCC-.36..
,rmf'fON1\K\LTH OF PENNSYLVANIA
TRANSFER INHERITANr'S TAX
~SSIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate c'onsideration therefor?(Answer yes or no)no
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)nO
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer __
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer ,of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj oyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer o'r his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from th~'property transferred?
(Answer yes or no)__~n~o~__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others -:..__--,-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)no
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which conld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~n~o~_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOrE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E.
ITEM DESCRIPTION
none
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
••."..
ncc'-38,
CQMMONWEALTH OF PENNSYLVANIA
THANSFEH IKHE1UTANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to
the decedent.
Description of Property,Date of Acquisition,Name IUnit percentage Estate
Address and Relationship of Co-Owners,and Place Value Share Valuation
of Record of Instrument,where Real Estate.,
none
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
Palmer Adair Miles
19 Murtland Avenue
Washington,Pa.
Rose Miles
19 Murtland Avenue
Washington,Pa.
Sheila Lee Miles
19 Murtland Avenue
Washington,Pa.
Douglas Edward Miles
19 Murtland Avenue
Washington,Pa.
Sarah Dundore
Second Street
Hiller,Pa.
Ruth Patterson
208 Beachwood Drive
Oil City,Pa.
grandson
wife of
grandson
great-
granddaughter
great-
grandson
niece
none
ye s 12/29,123
yes 10/03/26
yes 9/23/56
yes 2/09/59
yes 6/04/04
yes ll~ql05
$2,000.00
Income jointly with Rose
Miles from $40,000 tru~
fund.
At 60,1/4 principal of
trust fund.
$2,000.00.
Income jointly with
Palmer Adair Miles from
$40,000 trust fund.
At 57,1/4 principal of
trust fund.
Diamond Ring.
At 21,1/4 of $40,000
trust fund.
Wrist Watch.
At 21,1/4 of $40,000
trust fund.
Di am 0 n d R ing .
1/4 of residue
$1,000.00
Orphans Home and Farm none
School of the Evangelical
Lutheran Church
Zelienople,Pa.
The Ol~Peoples Home of none
the Pittsburgh Synod of
the Evangelical Lutheran
Church
Zelienople,Pa.
Endowment Fund of the Beth-none
lehem Lutheran Church Cem-
etery
R.D.#1
Scenery Hill,Pa.
$1,000.00
$1,000.00
$500.00
First Lutheran Church
of Washington,Pa.
Franklin Street and
Walnut Street
Washington,Pa.
Andrew E.Knestrick
245 Sanitarium Road
Was'hington,Pa.
Bernard C.Knestrick
3606 Wilbur Place
Nashville,Tennessee
Gerald H.Knestrick
Bradley Gardens
130 Pine Street
Somervilie,New Jersey
none
nephew
nephew
nephe~
yes 12/28/08
ye s 2/00/10
ye s 3/24/ll
$1,000.00
1/4 of residue
1/4 of residue
1/4 of residue
RCC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA8E
REFER TO
36-228-7
j
Roy S.Horne
________A....D...d..r..r~ewIl.......JEI;lJ•...,.·.ii1e"s-trr:;ilrle::.k'----------
(Executor orxxma'JttYXX'It:1Rd
In Re:Estate 0 f __--JI.lC.e~n:AJ,oJ.lr;:.4&lIL__o...TH.,.._lIMIl.JIi.L.,jlL.,jll.4.!tJr~--------
_______W...a.i:Lsbu.'....·Du,g"'t.I.L.l.,l.ODAlI-----County -File No.9319-197
You are hereby notified that the Orili~al
appraisement in the estate of Lenora J.Miller
has been filed in the office of the Register of Wills qf Washington
County on February 3,,19...6.:l.Said appraisement reflects the
following valuations:
Real Estate JJ,$OO.OO
Personal Property~14~1+,~6~7~6~.+7J.l.----------
Transfers _
Total 153,176.71
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e _.....IF.:...le:JbLlrull,1.J1a...T'.:..Jy:.~34'....IJ..:J9~647-----------
Note:This is not a bill.
Signed ~;p~~WII.R.Chaney,Chief AppraBe
Title
m,r,ER LENORA J.
RCe-=Tq··T6 -64 )
tl)IJMOKWEA.LTH OF PFNN::,YLV;\NU
T~U:\::nCEn.INHERITA_NC~TAS
R?SIDENT nECE~~NT SUMMARY
File#9319-197
02/03/67
rtSPO~T OF INHERITA~CE TAX APPRAISER
I.the unrlersigned duly appointed Inheritance Tax Appraiser in and for the County of
#63 Washington ,Pennsylvania,do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the right in Schedules "A","B""C"and "E".
~?:.!::::.-1.~~PR'~-Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ...
County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed bJ'deponent,except as to those items where a greater or lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$8,000.00 .~$a,500.oo $_
lk1,676.71 lk1,676.71
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
_~,676.71.-
======.~.
153,176.71
=====.-======:=
Valuation of life estates or
annuities . • . . . . . •$-----
ESTATE TAX ASSESSMENTS
TOTAL TAX BALANCE
PAID
(:::)As evidenced by Chari table Exemption
Certiticates issued by the Secretary
of Revenue.
$=====.-
*------'".:'------
$~------
$--------$
$--------
$--~----
11:_
COMPUTATION OF TAX
$-----*=====~-$------
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
3ALANCE OF INHERITANCE TAX DUE
Add interest at rate of R%from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to _
FOR USE OF REGISTER ONLY
Tax on $1)%<f>.-:..
Tax on $1010 q.o!.
Tax on q.:=~~",-
Tax on $$
Exemptions :~
(:::)
Total Estate
FQR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsefJuent adjustments are made to the above computation of tax by the
negister of Wills,for proper reason,same should be noted below,with short
explanation.
;r,.
Will
Administration t No.
DI'THE
...Year .•
\IATTER OF THE APPRAISEMENT
OF THE
EST.\TE OF
.Lenora.J•.Miller..
Deceased
.I
•
,.,
h
Late of
County of
Washington ...
.Washington··
.,:.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
J
.,.
Fonn RCC-2
DEP~RTMENT OF REVENUE""'"(....
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Febr.uary 3.,.1967..
COUNTY Wa.s.h.ingt.on .
...-..-"'''...."!'
FILE NO 9319-1.97 ..
Whereas,Lenora J.•....Miller late of Wa.shington .
in the County of Washing.to.n Commonwealth of Pennsylvania,having died on
the 31..·day of ,August 19..66 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,,Wm.R Chaney..................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
:
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
--,HH'11 r:I'Y!
To amOllD,t of annraismfllJnt filla.d lL~()O 00
PERSONALTY:
rrn nT'i ",,.....t.f'i 1 .ri 11.11 f..7f..71
•
Nnna Nnn.
I
JOINTLY HELD PERSO L'I'Y!"-~
"
MQ""a Nnn.....
TOTAL 153.176 71
Having been duly sworn accor~ing to law,I do here~y ce!tif ~t the a~ve appraisement is made inJon-
formity with law on this ........................'3..........................day Of~-&K.~~~9=-.
AppraIser
........................................................·····~b~~···~~~tJ·····································.........................
__•",.Ji':-:-::'"Penna.........................................................................~.......,........................,
~eel ..
:W:~sb.tngt()J:l .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Lenora..J •....Miller ...
Deceased.
Late of
·····Washington·········.
Date of Death,Aug.•...31,.19.66 '
AppraisemeHt Docket Vol.,36 ·
Page,2.28~7 No 931.9.~1.91..
Filed in Register's 0 ffice,..F.~p..•....3 J9..9..7..
Amount of tax due,$-.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal f1'om Appraisement,..
Entered and charged,
""
),.\,.:'l ,/L)</)
-i..~.~1/11$.'J
;-orm '·10 /DlfJ.DEDUCTIONS ALLOWED IN oJ..,.
THE SUM OF ,...........$.JfIl'1-IJ·OFFICE OF TME STATEMENT OF DEBTS
REGISTER OF WILLS
WASHINGTON ~AND DEDUCTIONS c P r//.')'
OF COUNTY ¥~@Jc!~/f}7d '.,~'"...........&.c::.,,>?:t:
AND AGENT OF TME COMMONWEALTH
~/f..#73/C/-/y'/3t ~~Yf-7 -'-u/~~~
Register of Wills,Agent
LENORA J .MILLER Washington,Washington County,PenI}syl-
ESTATE OF LATE OF vanl.a
J -201-(.;;August 31,1966N~2-.--"1966DATEOFFILINGAPPRAISEMENT.,DATi OF DEATH
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT
VOUCH"1t
PER ONAL I'Y .C EDITS PERTAINING TO MAINTEN'NCE OF:
Estimated l.ncome tax for
Sep .22,1966 Internal Revenue Service third quarter of 1966 101 50
EXP ;'NSES OF S ~LE OF REALTY AT 13 MURTLAND AVENUE:
Apr 25,1967 Pennsylvania realty transfe tax 87 00
Apr 25,1967 City of Washington Realty transfer tax 87 00
Anr 25 1967 Fe deral Internal Revenue st mps 9 90
Apr.25,1967 Bennet Real Estate Commission 435 00
Apr.25,1967 1/3 of 1967 local realty ta es (83 ~
REA TY CREDI TS PERTAINING TO MAINTENANCE OF:
Oct.Hi 1966 Citizens Water Company Water l.n deceased s
residence 5 40
Oc1.25 196E George Scott Lawn care 18 00
Oc1.28 196E West Penn Power Company Electricity in deceased's
residence 89
Nov.3,1966 S.W.Miller Agency Fire insurance to 11-1-67 30 00
Nov.7 ,1966 S.W.Miller Agency Liability insurance to
11-1-67 11 00
Nov.17 196E
Washington-East Washington Sewage service for de-
Joint Authorl.ty ceased's residence 3 97
Nov.29 196E Columbia Gaf of Pennsyl-Gas for her;Lt in deceased'svanl.a,nco resl.dence 38 56
Nov.30 196E West Penn Power Company Electricity 1 05
Dec.27 196E Columbia Gas of Pennsyl-
vania Inc.Gas 24 78
Dpr'?9 196f West Penn Power Company Electricity 1 05
CONTINUED
I ..
-------------------------------------------------"
~orm RC C·lO
CONTINUATION:PAGE TWO
DEDUCTIONS ALLOWED IN
OFFICE OF THE
REGISTER OF WILLS
WASHINGTONOF COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF $'"
DATE APPROVED .......•
Register of Will.,Agent
ESTATE OF __=L:.:E:..;N:..:...=O..:.R:.:A~..:.J_=.:_....:M=I_=L:.:L=.;E=R:...._..__LATE OFWashington,Washington Coun~y,Pennsyl-
vania
DATE OF FILING APPRAISEMENT DATIiL OF DEATH -:A.:.u=g:.:;u;;.:s::..:.:;t..-:3::..=.1...!.,_1=...:.9...:6:...6::.....:_
Jan.30,~9 6 7
REAL Y,Credit
Jan.18,;1.967
DATE NO.OF
VOUCH""NAME OF PAYEE
Citizens Water Company
Columbia Gas of Pennsyl-
vania,Inc.
West Penn Power Company
Washington-East Washington
Joint Authority
West Penn Power Company
Columbia Gas of Pennsyl-
vania,Inc.
REMARKS
Water
Gas
Electricity
Sewage service
Electricity
Gas
1967
AMOUNT
(5 40)
(37_21)
<i 05)
c:""97 )
(1 051"-
(32 85)
112 ~~cr--.
("In ",~_P...e.Ill1§"y,...l_-__+-_'i'v ap i a,Inc.G'aal1"s3"-----__-.------.---••--,,__•2 9._.~§-
West Pe......n~..._~("Iomnany Electricity
McVehil Plumbing and Re..nairs to ...g._as•..•h.~ters inApr.12,1967~a~ill~p~rry deceasea~s res10ence ~--'-zi--
1-T"l'\_-¥1~9'i'>"_.Qaniel Bell Heat~ng and R.o.~f_X,ftP.~J&§..,~d,e.ceaJ:;!g,d.:..s;-.-,---....At>-~.1 ~,0 I • •"'R'o,o,f,,]:n-~JO ••,.-,"re'$1tien ce 18 7'5-
Ap.r._1·9-,-1·967--C"i-ti"zens_Water ~_o_~pany_.__Water...._.......n .....---=......,......"-'''--5--4'0-1
Mar.13,
Apr.8,
June 4,
I June 5,
CONTINUED
M CO 15SI01'1 EXPIR.S JANUARY 5.
I
..;.....•,
,,'orm RC C ·10 ,,DEDUCTIONS ALLOWED IN
CONTrINUATIONPAGE THREE.OFFICE OF TME STATEMENT OF DEBTS THE SUM OF .......,....$,..
REGISTER OF WILLS AND DEDUCTIONSWASHINGTON-om~....%OF COUNTY
AND AGENT OF THE COMMONWEALTH ~~~
Register of Will••Age.!
ESTATE OF LENORA J .MILLER LATE OF Washington,Washington County,Pennsyl-
'.vania
DATE OF FILING APPRAISEMENT OATS OF DEATH August 31,1966
,
DATE NO.OF NAMa OF 'PAYEE REMARKS AMOUNTVOUCH~1lt
ADMINTSTRATION"EXPENSES:probatinf w111,frant1n~
Sept.13,1966 Joseph1ne M.Douglas,letters estamen aryan 33 50R~ai~ter of Wills wo short certificates
Sept.13,1966 Washington County Reports Advertising grant of
letters 12 50
Sept.19,19'66 Observer Publishing Company Advertising grant of letter:12 50
Sept.22,1966 Postmaster,Wash1ngton,IPennsylvaniaPostofficeboxrental225
,
Sept.23,1966 Josephine M.Douglas,Short certificate 1 00Re~ister of Wills
Nov.16,196.6 Josephine M.Douglas,
ReIriste.r of Wills Short certificate 1 00
Nov.17,1966 Kathryn E.Rutan,Affidavits on inventory andNotaryPublic,inheritance tax return 2 75
1966 .'Josephine M.Douglas,'.FiLing inventory and in-Nov.25,Re~ister of Wills hetitance tax return 12 00
Robert C.Go'rdon Funeral .......
Dec.16,1966 rr~__Death certificates 2 00
Postmaster,Washington,,
Dec.20,1966 Pennsylvania Post offi ce box rental 2 25
Commonwealth of Pennsyl-
Dec.23,1966 vania Death certificate 1 00
First Federal Savings and Interest on loan for funds
Jan.1,967 Loan Association of Wash.,P~.to pay inheritance tax 43 54
Josephine M.Douglas,.
Jan.17,1967 Register of Wills Four short certificates 4 00
26,1967 Josephine M.Douglas,Jan.Register of Wills Short certificate 1 00
Feb.27,1967 Postmaster,Wash1ng'ton,2 25PennsylvaniaPostofficeboxrental
Apr.4,967 Josephine M.Douglas,5 00RegisterofWillsFiveshortcertific.ates,
I J.UFlE 2O,l"967 'Postmaster,Washinyt.on I Post office box rental 9 .00Pennsyvanl.a ..
I
Jul)7 ,967 Mellon National tlanK ana Safe ty deposit box
Trust Company rental 4 00
1967 Roy S.Horne On account 01 comm1ss1un 00Jul,10,as personal representative 1000
Jul,10,1967 Andrew E.Knestrick On account of comm1SS10n
as personal representative'·1000 00
J\:ll~10,1967 I.N.Dundore I On account of commission.
~q npr!':on~l renresentative 1000 00
Josephine M.Douglas,-
Oct 18,1967 Register of Wills Short certificate 1 00
Nov 13,1967 Josephine·~·wDOuglas,Short certificate 1 00D~~;c,+o....r\';lls
Mar 21,1968 Russell Marinoi Register Copy of decedent's will 13 50ofWils
Jun4 11,1968 Russ.ell Mar1no,ttegl.s1:er Petition to approve sale-
of Wills of lot to personal r~pr~+;u ~nn
CONTINUED
COMMONWEALTH OF~ANIA }s.:I
COUNTY OF I
I.I .N.Dundore HEREBY CERTIFY.THAT.TO THE BE.r OF
MY I(NOWLI!:DGE AND BELIEF.THI!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSI!:!I OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF LENORA J.MILLER ,.."
INHERITANCE TAX PURPOSES.r )1.
';/2J DECEASED.AS DEDUCTIONS;;FOR
SWORN AND SUBSCRI8EDBEFORE ME THIS I 'l .ivvvt'61<---'(L.S.)
DAY OF o.N.Dundore)
:4'Ll~,,,~.Aool
Notary Public~ltTH B.GOOD.NOTARY PUBlIC
My Commission PJlUi~1DWNEI!lf((}l1GH.LEBANON COUNTY
Y MM t 1 1911--..-_._....._...._...
.,'.~~..-.•...,.
~o;m Rce·IO .DEDUCTIONS ALLOWED IN.
CONTiNUATION:,-,
PAGE FOU!".OFFICE OF TWE STATEMENT OF DEBTS THE SUM OF.",_. ,....,$"-,,,
REGISTER OF WILLS
WASHINGTON AND DEDUCTIONS DATE APPROVEDOFCOUNTY .......,
AND AGENT OF THE COMMONWEALTH
\Register of Wills,Age"t
ESTATE OF LENORA J .MILLER LATE OF Washington,Washington County,
Pennsylvania
-',August 31,1966DATEOFFILINGAPPRAISEMENTOATIiOFDEATH,
~
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHE"
ADMI tnsTR ATION EXPENSES:On account of comm~ss~on
Apr.26,1968 1.'N •Dundore as personal representative 1000 00
Un accoun't 01 comm~ss~on
Apr.26,1968 Andrew E.Knestrick as personal representative 1000 00
,On account of commissionApr.26,1968 Roy S.Horne as personal representative 100Q 00
1.9.6B-
Postmaster,Washington,'Post office box r-ental 4 50June5-Pennsylvania
Mellon National Bank and
JuhrI-rl-;-T9'OB-Trust Comoanv Safety deposit box rental 4 00-
Balance of commission as
July 24,196B Roy S.Horne personal representative 751 90
Balance of commission asJuly24,1968 Andrew E.Knestrick personal representati,ve 751 89
Balance of commission as
July 24,1968 1.N.Dundore personal representative 751 89
Patrono,Ceisler and Fee for services as counsel
July 24,1968 Edwards o personal representatives 7430.51
July 24,1968 Patrono,Ceisler and Securiny copies of document
Edwards and te ephone calls 8 10
July 24,1968 Angeline Sorice,Notary 1 25P.ubli c Affidavits on account
July 24,1968 Russell Marino,Register 28 00ofWillsFilingaccount
Notary Two Debts and
July ,1968 Angeline Sorice,Public Affidavits on Deductions 1 00
July 1968 Notary Public One affidavit on Debts and,Deductions 75
BURl~L nEDI CJl L AND NUR~lNti ./!;X,t'./!;N>:>JH:>AN lJ .iVU'loU ~~D '"V ,~...,.,.
Sept.22 196E Robert C.Gordon Undertaker's services 1742 95
196E M.D.Physician's services during
Sept.22 Grant E.Hess,last illness 74 00
GRAVE MAl:.KElt :marker 14 00Nov7966KurtzMonumentCompanyLetteringongrave
GENEIRAL (LAIMS :r Accoun't~ny serv~ces,~n re:
t=:lpnt 22 196E Charles Willison 1963 and 964 income 60 00
1966
Reimbursement for O~llS pa~93 98Sept.22 Roy S.Horne from own funds
S •Horne Services as attorney-in-tNov.3,966 Roy'fact for deceased prigr ·;e 485 00
and Edwards Legal services duringDec.20,1966 Patrono riP~P"''''t:>rI'",lifetime 230 00
.~-.
~~'---.'F()~-A.L.-cO",.,.2",,~..6..._.38
11 ~~~',.'Fr'
//-~I --/'.'
/'"CrT7TL 7 d.l.)7 a
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
WEi"Roy S.Horne and Andrew E.Knestrick HEREBY CERTIFY.THAT.TO THE BE.T OF
our ~KNOWLEOGE AND BELIEF.THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENS9 OF
ADMINISTRATION SUBMITTED TO THE EST...TE OF LENORA J.MILLER
INHERITANCE TAX PURPOSES.
SWORN AND SUBSCRIBED BEFORE ME THIS I s-r6 DAY OP'
Flus CJ~jiz -.E.iJl..~)
No t ar y F'uh I ~c
KATHRYN E.RUTAN,NOTARY PUBLIC
TrOll Ward Building,80 E.Chestnut St.
Washington,Washington County,Pa.
\\1y Commission Expires January 15,1971
j
Form RCC-33
RESIDENT DECEDENT
SU~PLEMENTAL REPORT AND APPRAISAL
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION.S
COUNTY OF WASHINGTON
..;,
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
thlil_Inheritlince_.an!i EstliteTax Act of 19!i1.)
IN THE MATTER OF THE·ESTATE OF:.}-...AFFIDAVIT OFLENORAJ.MILLER..........................··································i·st~t~··f~ll··~;;:;~··~id~;;d~~t)················EXECUTOR s
Late of .S;~._~..y.9...;J::Y:I..~.!3..!::l.~..l:l:..g~.??...'Yl..~..!:l..~.~...........County ~R.fl'OB{
ROY S ._~.<?~~~.'...1.\.~.P~:EW E •.....~.~..~.:~..::r:.~..~..~.~'.and I .•N•DUNDORE .....Eucutor S
of the estate of the above-named decedent being duly sworn,depose and say
Decedent-dJed ........!\..':l:g~..l!l.~
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should ~e
mailed.
...............~.~....'.........•19 ..§?........•r testate leaving a last will.1!'eI!',..".[i.owhi't:+t-+s-m.'f"l!'t'.,...Itt~In!d':}
(lIay)(V<:ar),L ...k><t'l"e....
Patrono,Ceisler and Edwards..........·····..···_················.·n.·.
80 East Chestnut Street
W'a's hin g ~fori'-';""p"eriri's'y"l"v"aii i"a ,"'1'5"3"0"1 "'-'.---.
That as $uch ~.~=..:.~..~.~.:...~deponent is familiar with the affairs of said estate and the property con-
(ExeclItor-Administrator)
stituting the assets thereof and their fair market value.
Th'at·at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with.or as agent or deputy of another.or in decedent's individual name.with right of access by another as agent
or deputy,with the exc~ption of'the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
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 Sc.hedule A attached Ilereto 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,whether in decedent's immediate possession,standing to decedent's credit in banks
~f deposit,savings banks,trust companies,or other institutions,whether individually,.~~i~trust'for
any other person or persons·giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of de~edent's death
i~all other cases;all bonds,po~tal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages 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 which decedent died possessed,of whatsoever nature,wi th 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 polici-es 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 accrued interest thereon to the date of 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 substantiated 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 other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereo'f 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 tRke effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature'regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trus t.Ther'~is also set forth in said-;;h-;dul~-a-iist-of-allproperty,real anC!..'p~r!~nal,with its value,which pa~ses at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement show!ng which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the 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.
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 accrued 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.
s~gna-
..............................~..~.~.~......~.~..~.?..~......~..9..E......9..th.~..E......tY..E.§!)
()E)tKOOXdt'~~Exe cu tor s
204.5 S.an.i=1;..~E..~.~.~~.?..'i!:.g .
(Street Number)
Wa~ning'vt;o·m :P..g.A.n..l?yJ.y..9.,.n..:j,..9.,=.;);.Q.,~,Q,.l..
(City or Town and State)
Subscribed and sworn to before me this ..I.~.!il .
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.
......................................................day of f1..v9..fI...~.r...·..· ·..19..§..!L..
-_~~}~~~J'~T~~~;t~~~~tc .
washington,Was~in!lton countis p'871'My Commission ExpIres January ,
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Sumntury"has been properly completed as above-directed.
Subscribed and sworn to before me
day of ~•1968.~bUrJR..
Notary Public
My Commission ExplilJl:nSlSG60n.NOHRV Plm\.\c .....~~m·p..s10W~BOROU~~.If.~)~,M~'1 ~~J'~;1\
MY COMMISSION mlHES IJ>.,·.uP..,Y I •
this~
-1.;1t ~.~-
(I.N.Dundore,Executor)
..-",
,R~C-35
r>COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUPPLEMENTAL
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.-stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundis tributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,a~the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
0102.{;{/
\
I
/1-06
94.08
12.92
17.00
259.08
318.41
304.50
$202.0\
125.00 \
1 Sept.22,1966-Washington Manor-unused
deposit
2 Oct.25,1966-Cash found in decedent's
residence
3 Mar.20,1967-Internal Revenue Service-
Refund of excessive income
tax paid on 1963 income
4 May 16,1967-Internal Revenue Service-
Refund of excessive income
tax paid on 1964 income
5 May 16,1967-Miller Insurance Agency-
Refund of unearned insur-
ance premium,13 Murtland
Avenue
6 May 18,1967-First Federal Savings and
Loan Association-Refund
of 1967 taxes on 13 Murt-
land Avenue
7 June 2,1967-Internal Revenue Service-
Refund of excessive income
tax paid on 1966 income
8 June 19,1967-Columbia Gas of Pa.,Inc.-
Refund on account of pay-
ment for gas
9 JUly 16,1968-Andrew E.Knestrick-Refund
of overpayment by estate
of 1968 taxes on 15 Murt-
land Avenue
-,,
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
1,335.73
..
';RCC-37 (12-63)
rOMl\tONwEALTH 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
.
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH
L
RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
LE.NORA .J~.MILLER
•
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(Executor·Administrator
must complete "As
Reported"column #1.)
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Year .
Deceased
Dl"THE
t No.
WashingtonLateof
Will
Administration
Commonwealth of Pennsylvania
SUPPLEMENTAL
REPORT AND APPRAISAL
County of Washington
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l,-,f"l/'.,PATRONO,c'EI'8ILgR~'i!lnd EDWARDS
Attorneys~'al Lawo::;rOI East Chestnut Stre;et
-JWaphfngt.Jn,Pennsylvania 15301I-..!
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RCC-BI (2-64)
COMMONWEALTH OF PENNSYL VAN IA
•DEPARTMENT OF REVENUE '
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA8E
REFIER TO 36-228-7
NOTICE OF FILING OF APPRAISEMENT
ROY S.HORNE.ANDRE.W E.KNESTRICK &LN.DUNDORE
(Executor ~IiW~~)·
)
In Re:Estate 0 f ---a1EI~'~~~O:&loRJ~A......JLJ..L.......lY.!i=<lImI!!!!!tI!!!!!,E'R!!!!!'.:._
_____....!:W~-AS:!::.t:.H=lN:.:.::G~T:,;::O~N County -File No.9319-197
You are hereby notified that the s~p1emental
appraisement in the estate of Lenora J.Miller
has been filed in the office of the Register of Wills qf Washington
County on September 3 ,1968.Said appraisement reflects the
following valuations:
Real Estate _--'-__
Personal Property -=1~.~3~3~5~.~73'____
Transfers _
Total ------_~-...Ll_+,.,.l.33,;l,5,.Lo...j7~3L...--
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of deatn,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e --"'S""'e<+p....t""'e""'mb......e.....r_3.J+.1.....1....""96...,8"'--__
DATE OF DEATH:August 31,1966
Note:This is not a bill.
RESIDENT DECEDENT SUMMARY
MILLER,LENORA J.
FILE #9319-19~
August 31,1966......--........,-,.
'':OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
;
RCC-a9 (6-67)
08-31-66
09-03-68
rmporrl'OF INHERITANCE TAX APPRAISER
I!the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
#63 Washington ,Pennsylvania,do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the right in Schedules "A","B","C"and "E".
0f/G'Da ted:
FILE #9319-197
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _,
County,Pennsylvania,do r'espectfully 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:
REGISTfR OF WILLSSUPPLEMENTALAPPRAIS~~NT
=======:~
1.335.73,_
=====:-
1,335.73
AS REPORTED VALUE AS APPRAISED
----,~~$~-----1,335.73_
=====:=
VALUE
$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities . . . • . . . •*_
·ESTATE TAX ASSESSMENTS ~_
(,:,)As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
CO~WUTATION OF TAX
*------d>~)------
FOR USE OF REGISTER ONLY
T ax on $•fi%*_
T ax on $'_-SlOo,r ~.'T a;x on ~.__?,$_
Tax on $,__.;$
Exemptions::o:=======:=('::)Total Estate _
TOTAL TAX $_
Less tax previously paid $~~====~==\===
BALANCE $_~~
Less fi%of tax if paid within
.3 months after death $~==========:===
3L\LANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from
to--------AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
TOTAL TAX BALANCE
PAID
$-------~
$-------
$-------
$---~--~
$-------
$
FOR USE OF REGISTER 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.
r
Will !...No.Administration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..l.J.NOM..J.~...,M.:;I.:L.4lli
Deceased
Late of ....WASHINGTON.......................................................
County of WAbHINGT0N
\.,
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
....
,.