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HomeMy WebLinkAboutOC1968-1171 - ESTATE OF BOOTHSTATE OF PENNSYLVANIA, WASHiNGTON COUNTY,~55:,, '."'-,. .. "The within named Accou,tant berri~fduly S'Norn acco;d'ingto law,depose.and say that the abov=account ...., as stated is true and correct a;.'__.._..,~.~.~.._ ,.....•..verily believe, ••(;~..•i .. S~orn and subscribed before me this ;g~.t..h:. :August 68 .day a~~;~=~-'--1i-~"19..; . t~~'·'·-~rRypUBtr·········:··--.---.,.. ~WASHINGTON;,WASHINGTON coumr .''..' ,MYCOMMISSION EXPIRES JUNE 25/,1970.,'",,- f·· ~L-'~-~-._.,--()-, 0"•.»~ 'E 'c ~'t~'i~"6f t"~-'E~'ta t-~-'of--Ca'r1. A.Sargent,d eased. ,-::::, ~'J) "-~ j "I~ "" \\ !-;:i:ro:....,:~,~ :0:0:0j<l1 :'"':0:....'»j ~ :'"': 0:~!<11 >oj ~!; "' I do certify that I have given legal notice to all persons concerned of the filing oflthe within account in th~manner prescr bed by Statute and Rule of Court,as evidenced by proofs.. thereof filed to NaJ~-JJ!..a-jf(:d"-'d W· .'h d d ff'.I I h'~,I'tness my an an 0 ICla 'sea t 15 _.. .. day OL7.f~---------;--'-:--~---------19_41 .-...P."-~.~/~~~~~"-,R~gi;f~~of Wills f...,.-.' ..~~~ 'f"~"."';Wa'sbington ,County,~s: .f~...~.... ;.-,~..' 'Q)....I ,..c:!\x1 0 .~I j....,u1 ~1~•~~~~i0~Q 0 +'!e:~Q), ~0 ~~:'0:~rn <11 CJ,d s:l:<(U ",",'.d ;:;jj~~~:~1 0 (1$:Q)~ I'z:<I'il OJ ~Q)! 0 Q ...'g ~:E-1 CH'WP:l ~°i ~:::sjEo<=k<11 E-4 0 Q)!<El ~1Eo<U1 0 ~~!c>P:l g ,~(1$,<El '-0:~~i '1 Q), 00,~:~•~I"ili ~:;j I3:l ~:of.)1 =9 Q)!~'">t ::j,..c:!Q)~~~:.,bil 00~CHi ~.0 ci ~~::sz~,O!~00 ~~t-4. I.-.-",~•.J... ~, ." ... ~~~.~."";,....,. 1~......."'.:r I.,,._."",,- ; I ;/..(r/ \"'.o{!'~....,t ~ I t~.....'''",..,...:-~. ,.. ,,:0....:,'\~,., " ~""t ~f.~.~J , 'J. .II '. '.'./-1 .. " ," The Court is respectfully requested to determine proper distribution in this esta:te~1 '\ ...•'..j . I ,-.,..,., IN THE ORPHANS'COURT OF WASHINGTO~~~NTY,PENNSYLVANIA.N00lLf!0f J6t 6.e. THE FIRST AND FINAL ACCOUNT OF LULU MAY SARGENT,EXECUTRIX OF THE ESTATE OF CARL A.SARGENT,DECEASED,WHO WAS SUBSTITUTED TRUSTEE UNDER THE WILL OF MARY E.BOOTH, LATE OF THE BOROUGH OF BEALLSVILLE, WASHINGTON COUNTY,PENNSYLVANIA,DECEASED. ------~~-----------~---~~---------------------------------------------------------------------------------------------------------------------------------------------- SUMMARY To Bank Balance in Trustee Checking Account, Washington Office of Mellon National Bank and Trust Company -August 25,1960. Income -Schedule "A" $428.15 2771.46 TOTAL ASSETS ••••••••.)199:.6+: DISBURSEMENTS: Schedule "B" Distribution to Life Tenant Schedule "e" $1396.04 1325.00 2721.04 TOTAL •••••.••$538.57 '.' •.. ...., SCHEDULE "A" INCOME J.R.Hollis -Rent deposited Sept.10,1960, to June 30,1967,inclusive. Duquesne Gas Company -Rents and royalties from August 25,1960,to Dec. 5,1967,inclusive. TOTAL INCOME SCHEDULE "B" DISBURSEMENTS $1,580.00 1,191.46 $2,771.46 8/27/60 8/37/60 9/28/50 1/16/61 5/6/61 5/16/61 11/24/64 12/9/64 7/24/61 7/27/61 9/11/61 9/20/61 Vincent Karolewics,Tax Collector Edward Stuart,Co.Treas. :ames H.Douglas,Register Carl A.Sargent Y-ellon National Bank &Trust Comp any J.R.Hollis Vincent Karolewics,Tax Collector Mellon National Bank Vincent Karolewics, Tax Collector Edward Stuart,Co.Treas. J.R.Hollis Carl A.Sargent 1960 Boro & School Tax.83.35 1960 County tax 17.21 Filing Account 14.00 Bond premium 20.00 Lock box rental 5/1/61 to 5/1/62 6.60 Paint and paper 14.10 1964 Boro & School tax 128.98 Lock box rental 6.60 1961 School and Boro tax 88.70 1961 County tax 20.99 Labor and material repairs to house 93.09 Liability insurance premium 21.55 1/12/62 Carl A.Sargent,Trustee 1/22/62 Carl A.Sargent,Trustee 5/11/62 Mellon National Bank 5/11/62 J.R.Hollis 7/21/62 Edward Stuart,Co.Treas. 10/8/62 Vincent Karolewics,Tax Collector 11/26/62 Carl A.Sarg~nt 12/17/62 Frederick Hardware Co. 1/22/63 Carl A.Sargent· 6/4/63 .J.R.Hollis Bond premium 20.00 Commissions to 1/22/62 125.00 Lock box rental 6.60 Paint·14.93 County tax -62 25.08 School and BDro Tax 1962 120.39 Fire Insurance premium 37.56 Water tax 42.12 Bond premium 20.00 Cleaning toilet &repairs 22.20 .-.~,.'.... •.,j r --;i ., DISBURSEMENTS-CONTINUED ... r 7/27/63 9/24/63 12/4/63 11/18/64 I 7/24/64 2/20/65 3/24/65 2/19/65 9/2/65 2/2/66 2/2/66 7/7/66 7/20/66 Edward Stuart,Co.Treas.1963 County tax 25.08 Vincent Karo1ewics,Tax 1963 School and Collector Boro Tax 122.83 Mellon National Bank and Lock Box rental Trust Co.to 12/1/64 10.45 Carl A.Sargent Bond premium 20.00 Russell Marino,Co.Treas.1964 County Tax 25.08 Washington County Insurance Co.Bond premium 20.00 J.R.Hollis Paint 6.26 Vincent Karo1ewics r Tax 1965 School and Collector Borough tax 122.84 Russell Marino,Co.Treas.1965 County Tax 33.19 Hoo:i Insurance Company Bond premium 20.00 Mellon National Bank and Lock box rental Trust Co.to 12/1/66 6.60 Russell Marino,Co.Treas.County Tax 1966 28.66 Mellon National Bank Lock Box rental 12/1/67 6.00 8/11/61 3/13/62 3/2(7/62 3/25/63 3/2/64 7/22/65 12/15/65 TOTAL DISTRIBUTION 'TO LIFE TENANT SCHEDULE "C" Robert Booth Robert Booth Robert Booth Robert Booth Robert Booth Robert Booth Robert Booth ........$1,396.04 300.00 100.00 125.00 200.00 200.00 200.00 200.00 TOTAL ••.1,325.00 _._-----:;---_. I "I I 'J, ]11 t11~Ql)q.111Ul1U·'illourt of IIu.a11ington CUnunty In the mattcr of tho Audit of Account in Estatc ot.f-...:MA=R::.Y.:..-=E..:..-=B:.,::O:.,::O:.,:TH=-I TO THE AUDITING JUDGE: ,,- No.1171.of '1968 .A.A. 5"I , I! Ii .1! ! I Enter our appearance for 'Lu1a 'Mae Sargent I Execu tr ix of the Esta te of Carl It:-Sargent,decea_sed~'.L'.~S~e~twt::.o:!l~o~r!l...__ r-th day ~f September 'r 19 69 N.B.-Counael ahall,by aeparato p~prcaent a conclao atntoment of each claim,with aupportlng calculation of any Interost claimed.Objections to an account aa filed,shall be conclao1y stated In a separato paper. Council suggesting proper dlatrlbuUon shall tue a separate concise state- ment In that regard.' " , I " B'f'·0~. U~'..... ,' ..i ..I J, ,, 11! lin tqr (@rpQuns·mourt nf mUBqingtnn aIuunty In the matter of the Audit of Account in / Estate of Mary E.Booth No.llll ,19 68,A.A. ~ TO THE AUDI~~NG JUDGE: my ,'Enter appearance for -=E=-C=-=c:....o=-=u:.:n=-=t:.::a:.:n=--=t=----_..,-~~____'!_ McCreight,Marriner &McCreight by ~B;-hr~...t,--?~Itfbd---:-o;y-De~ember ZS 68ay0,19__ N.B.-Counsel ,shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. i;l Q l-},.·.J ....J ~ ~ CoD; t'i")' 0'-'x::' CX' LC .-.'Co.) c::;:) c::n (;,Q.. ",tJj,<i~=-'fLZ.d •'~~:g '«:t "~~t2: ""'0='~'i=-JUJU>W I"~ZU'>tn:7'"V)a='~~'Cbln_tad < """~~. 1171 '68No.,,19__,A.A. .In re Audit of Account in Estate of Mary E.Booth AUDIT Jrarripr fnr Appraraurr FOR' Accountant )'I' ......, McCreight,.Marriner &.McG!eight by Attorney .•:.==============='.V@~..2 ..~ ~ ~.j Form for Guardian or Trustee Jtfitinn jur Aubit lin m~p (@rp~ans·QInurt of lIasqington QIount!) .........~1 -"",'...t'•••.-~••..,. Mary E.Booth "Estate of ~M . ..For.._..B.9.~.~E.~~2.9..~.~.__.._ . minor-incorr.,petent-lifetenant .-,'-1171·,,.""f'.Xi''8 ".',:'..Filed at N0 0 1~6.,......, ,••_••:,-',-r ~--••wr_·-..__••,_~."'-_._, F~~i~~·~:~~~··:·~~·e~~:p~!~·~M§·a~~·:~~·;~·~;c·~;sed, Substituted Trustee.... Place of record '.. of appointment..h .. Date of tt:Ust .November 9,'19&2orguardIanshIp ' If there have been former .accounts . filed in this estate,list:137 May Term,1946,O.c. 316 of 1952,o.c. 369 of 1957~o.o. 343 of 1960 1,o.C.,. .TO show condition of the trust.Reason for fihng thIS account _M :_~_M .. All persons having any interest,vested or contbgent (including claimants),in the fund now before the Court, with the nature of their interests are:" Robert Booth,life estate Madeline Sweeny Miller -contingent remainder Eleanor Ashcroft Michael,contingent remainder John F.,Sweeny,Jr.-contingent Rem'ainder --All ~f said parties have received notice as requ:'red by_the Court Rules ~~x The fund now before the Court is subject to the following taxes:Income tax,if applicable. Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: Carl A.,Sargent,substituted trustee under the Will of Mary E.Booth, deceased,died October 8,1965.Although the account filed at No.343 of 1960,o.C.,charged the accountant with a principal balance of - $968.,63 and an income balance of $840.85,the'only trust ass-et which the present acconntant has discovered is the trust bank account in the Washington office of Mellon National Bank and Trust Company in which the balance on the date of the account at 343 of 1960,O.C.was $428.15. The present accountant believes that the appare~t deficiency actually resulted from expenditures made,by !the said Carl.A.Sargent in the preservation and improvement o!the trust real estate,the principal ssset of the trust estate,which real estate was not charged to the accountant and in which improyements would therefore not appear in said accounting.Robert A.Booth,the life tenant,requires a full and complete accounting.The present accountant has;not found sufficient records prior to 1960 to verify her contention. Balance for distribution per account, Additional debits not shown.in account:.-..,_..,_.';'_.' (Indicate whether income or principal)' Income -Rent deposited from April1.17, to and including July 22,1968. Principal Income 1968, $359.00.' -.......,..,. $428.:15......................................:. $50.42..................~. Royalties income from January 9,1968,to and including December 3,1968. '. J. 60.05 ~4,..l'• ......I'" Total additional debits $~.~.~.::.2.~..~. Additional credits not shown in account: (Indicate whether income'or'principal)".".:. .. .,......,. .-.~-~.......".,-.. Washington·CountY·,Tax.Claim'Burea'u -) 1966.Borough,School 'and 1967 School,- Borough.~~d'C:~~ty :taxes .-...~..-....,~.. Mellon .·National.Bank and Trust.Co. Lock box rental 12/68 '.'~'-p-.~,, '$345.69 6.00 .~....-..I Balance for distribution Principal Income Total Total-additional credits $..~.?.~..~.:~.~. $:;t1.Z..~.1..~.. 545.93$. 351.69$. 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: CASH l',_......, '.. NOTE:The.realestate which constitutes.toe'principaL.asset~·.of the\..'..,...r..'...,.......'.'_.,..."~....~..._'...... trust estate has never been.charged to ·the accountant nor has there•'.-•1:o;~·'";.... been any conveyance of title to the trustee. '-) .. L -.-......-.-"......._._~..,_.. Set forth accountants sugr;estion as to manner and form of distribution to be made,awards to be stated in pro- portions unless specific amounts or items are des:gnatcd by instrument under w~ich estate is being distributed: .~'>-"~~~',:..:'11"-:0 _ -.':"'f ~~P -,•...:.~_.,~~!:··I~'·..!_-r-"'-"~;~!'~..--,'.,•••"_',-~'~;.---... "·,...····The ,.bala-oce...,for-:·distribution,·should-.be made..te,the ·s-uccessor .......lo....~.•.. substituted trustee to be appointed by Your·Honorable Court. ..-..'-".."..,~-:-r--••' '••.-'';..............--..~--...-~......... To:M~cr~i~ht·;.·::M~fri~~;·.:&~M~Crei~ht"'=..~'~rvices J.~~.I~(R~·:·~.~~Pr~~aii~g-·· and..pr,esenting..Motion f,or'Payment of'Taxes,·collectioJ;l.of rents arid roya.ltfes and deposit of the same and preparation ef·the p~e~~':l~....~Ccou~~.__......,:__.....__.__".~_,..,..,_.~!O~>'OO Reimbursement for cos,ts advanced 8/5/68 -R.ussell ..,Marino,Register -Filing Account· 'fo: ,. McCr~fght,:~arririe~~&·.McCreight ~ fot the foilowing pur~b~es:'. 8/7/68 -Russell Marino,Register 8/26/68 -B.Craig 12/6/68 -E.Craig ..I ~ .9/13/60.Nl.McWhor.ter-~Qt~ry "}. le/10/60-M.McWhorter -Notary •j r.'.l -. 3/28/61 -Douglas,~egister .J -Filing Motion &Order to,-.Pay Taxes,-, Nota~~on·account -Notary:on.~udit -4th Account -Audit ..Peti~ion Clerk's Audit 3.00 -.75 17.00 .75 .75 :75 5.'00 .$28.00' COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~55 The above named Fiduciary or representative thereof, being duly §.w.Q*-.~.:doth depose and say that the facts set forth'in the foregoing petition are true to the best ot:::::her.knowledge and belief. Sworn t d b ·be'..J'L.~f·-,...........................,........0 an su sen u'ut:o:r~me ThiS ~~.h d..~Y O~f~.g.!?m.~!?..r...~"196.J~..r".·'.c·.I j.~.~.- '~'~;."I ~~ Signature of Officer;.~":,~ft.-:!,..4 \~--(f Title of Officer :..~·~~.~~~.!.¥.!?.~B.~.!~.,f... . .fJ91;i~·25 ,19'it~\.;':~OffIce explfes : ;. BARBARA CRAIG,NOTARY PUBLIC WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES JUNE 25,1970 And your petitioner will ever pray,etc. ~.-L':"~'...~~. .............~d.,.:,_:~~..:~::.. Lulu·May Sa'rg,nt,'"Exec trix o{'the"Estaie o'f Carl 'A.'" ...............~?~r..g.~P.::t.~.....s..9.p..§.t..~.:t.9.:t.~g ....Tr..!J.~.t.e.~.11 ....... --J,"..:'9£aI'J,J U ··V.d ·':~;tb ~f't]1:$rtlJn3s'ttM S11hM jqj~:.lB.'Sj~~~b~ng'~f,i 113SSbilY / .TJ \ \~ ,/ (-- I <: , t 'tUtton'&ur Auilit., IN T"'E ORPI-IAr'lS'..'COURT ,"\ OF WAS...INGTON COUNTY'.'\ FORM USED FOR GlJARDJ,AN-INCOMPETENTS -OR'TRUSTEES "i" No :of 196 . •" ESTATE OF MA.~!~.~~;~.QQ.~~~I.............................~ DECEASED~~, ;~::::::::::::::~?:~~!.:~:::::~:~:?:~:~::::::::::::::::::::::::::::::::::::::::::::::::::::~ ~..._'-minor-Incompetent-life tenantr ~........................................................................................................................ '. f· Counsel for the accountant shall submit herewith the following,If pertinent:, 1.Wilt"'or trust instrument-attested, 2.Inventory. ;3.Signell 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. .n ············..···················., . ,Counsel for accountant, '..,,-" ~~:f j.•:I ~(':' I ' { I r ~ ~~. ,...I {j I ' ( I.,••(•;j C.,, ,, I ". p :> r ' •1,,'to ",~ <~•~~I '*y..; 4 •• ..to.<of :_t; ~:::) .": -; (' --, 9 J30 69. ~Q 311~j~ •~, I . •J i t 1... ',I -\.. ~.,....' f',... ',,1 ........ .."~. "' I, t .,"" ",t ..r 1.\10-' ...:"..,. .,. .J J .• M~CRE[GHT,.MARRINER ~M~CREIGHT ATTORNEYS AT LAW S2C v\"A$HINGTCN TRUST aUIL.OING WAS-lI."G·TON,PENNSYLVANIA 15301 JOHN 3.:....c;CRE:IGHT 5TE:PH~N O.MARRINER JAMES C.Mt;CREIGHT IN RE: '. ESTATE OF MARY E. BOOTH,DECEASED. AREA CODE412 PHONE 225~6600 )). )NO.1171 of 1968 ) ) NOT ICE PLEASE TAKE NOTICE that Lulu May Sargent,Executrix of the Estate of Carl A.Sargent,deceased,substituted trustee under af the Will af Mary E.Baath,deceased,filed her First and Final Account on on September 5,1968,in the Office of the Register of Wills of WashingtonCaunty, Pennsylvania,at No.1111 of 1968,Administrations Accounts, and that the saw was presented to the Orphans'Court for Washington County,Pennsylvania,for confirmation on November 25,1968,and be called for'Audit by the'Caurton Wednesday, December 1t 1968,at 10:00 o'clock standard time,when and ,where you may appear in person or ~ycounse1 and be heard if you sa desire. John B.McCreight,Esquire McCreight,Marriner &McCreight 520 Washington Trust Building Washington,Pa.15301 Attorneys for Executor November 27,1968 .,;"--,!.., ;. ,"., ,. .,'.vim OF MARY E.DOOTII •,., I,Mary E.nooth.ot the Boroueh o~})Gnllavl11o. ',WQnb.t.ngt~n Oo~ty.Penn~11vQn1a,horeby mnko,pU.b118h and doolare ". tho tollowlng·to.bG my last Will ond Tostament,heroby rOVOklna .. any wIll ·or W111~~1'lUa.'at any time her6toto~mu1e J- .'.... . .lz.'.I 41rcot :q exeoutor here1nafter nnmod to pay','.. .... " . I I.,.~I 61V8·ftn4.bGqueat~to my 8On~'Robert Booth, '..'.'.'."',J.•I •• all 'tlJ7 housohold g004s...:~• .. . .I. ....,.. .'., .:\": I.. I..It.,.I give on.d·'dev~sG ,to T:Ir/son',Robort Dooth,all ..I.', ".I ' my-UndIvided IntQr~ot in 0111'home '9roporty 1n.tho·Dorough or Poella.. .'I.V1l1~,.WflGhii1BtOn oounty,Pti)nnGylvQn1.~".belng t~e hOU8.Q 'nnd lo:ts...'.....,.'.',. I . tormer11 .ownod .b,.llos.a·ond Greenfield'ond"b~'l~""th~real eatote ..of.....',',.,..,.''.I "'.",.,Wh1~h 1J11'hu.oban4 died"ae1zo4."... "l' Ii' ~..'. ..1.'--1- J 'j'• ,'~All tho..rest,resIdue 'and roma1nder or mY 63tSte ..of whutsoGvor k~nd ~ri4 whereaoovar 81tu~te.I BlV'G~1 dov1~o LJnd bequonth to 'rho'Oit1zens National ~.n.k ot \'lnehlngton,In'truot, Rooert ,'Doot~,tor aDrl duit'1n'3 tho torm ot hiD natural lito:;it.,my . ,80S.Robelot.•Should'l<>ovo oll1ldran 8ur~1v1118 h1~.thenoll JtJ:I'. ""-. .d" '.to pay,too:.not lnool2lE).~,r18lng aDd aooruing thBrotrom to my Don, I' ost.ato in remainder sball vost 1n thomr 1r,·ho\vever.my son. '.I 'RotJQrt.sho141d Aoave no.oh11dron.surviving hlm,then 1t i3 my'.'...'.I .'•'.will,that my Bald eatato in roma1ndor shnll VfJst ebsolutoly in .'.. ' .,-·1 aqual ah'lr'.\8 In my DIOGO,M'adollne Oweony·!Uller,.ot Brooklyn,.'. . . .'.,.... ,! lloYi .York,lDY nlooo,'Eloanor Asho'rott MiohBol,'or lfU+rmon~,W09t •• I fV1rg1n1a,an4 Jtrf Dophow,John Y.'sweeny,Jr.,o~Pittsburgb','Po. •!'."..• .~ ". • •':.!i',0':,."..:0,.: .".".•"\0'1."0.\",I •':W •/"j..,'I'.~i,4:,I,.::..:..;,~."1 .~ ,'"/..,"".;'':,.";,"·1· .'.'','j'I ,i ;""•. ...' }.:. l ".. I . ,',' !, ~""",I." \,..... ~, (~ "-""'. I nominate,oonst1tute end appoint The Cltlzona ,..". ': ,,Nnt10nul Dank or W~sh1n&ton ~o be the oxeo~tor,or this my lsot Will sad Tastnmont. ..... :,:,.:,,~;"'"," (aY;AL),', ,~.. , , .1. ,'I•.,'j !I ...'';..\, ';,,:~)/.I ' JlA17 E.',Dooth :,:-:':,.:,':'',:" ~','\;" 'f. ,\ "'" ·'1:.\: ,' ,,..:'> <:,' 1 9 4,'0. I .1 ., rI., '~...., ,.S1gnGd.,~ealed.pub11shed and doolared by the above %Ulmfh\Mary E~Dooth 4sand tor her,-la$t.'W111'an'd,T~u.t,amont,in ,,,',"q,, I 'the ,preiilGnOe ,of ~.who ,hElYO 'harGltilto Qubsor1be4 our names'5t bor ,, i,":1 , .",-,,' '1., request DB ,','.. "and'ot '.aoh 'othe'r.',:," .J ,, I ...... :.'t .~.'I····' ...~...}.,.'.,"; I ;~ "' ,.. ·1·... . ' I :' ..~-. L. " ;i...:-" ~y "."..;. ... :'..-'\ ".. ,'.. ,' " .!; ...: ',..'.'~~, ":::':,j ••:.',J~'. ,"-,~:'.-'"l'','.<,,:1:...~ ;'.;j....'...,1.'/ ",. '",<.• 'j'. ,>'.' " '\.. .>, ,.'I' ., ~:. <I .~. .I i, I,,. " ,,, t,: :'.J .••-, , ,I.~ .' ,I' 1,:,.. ,,'.',-."'\.:. ',f ,"'. ;.' 1'"I: ".: ,.',' ',. ~t .1. ~~SHINGTON COUNTY,S3: :Personally oame before me,Lily D.McElravy,tho undfJrsi;:med authority in and tor said County,the following persons,viz:Modr.r.8 H. Dugan and Glad1s ·C·.Harnhall,Yiho balns duly qualifiod,did depose and say that they,at request of The Citizens National Bank of Wosh1neton; would \::ell and trulyp 'and without prejudice or partiality,value and appraise the goods and chattels,rights and credits which were of Mary E.Booth,deceased;and in all rospeots pe~~rorin "their duties 8S appraisers to ~he best of their skill and judgment... &~orn to 'auG Subscribed this 20th day of October,1941, Before me,L111 B.McElravy, Notary Publio 'b'ly Commission expires Mar.7, .. 1945. Madge H.Dugan Gladys c.Marshall I==:~.======~==~=====m ==.:==========a S a l In"iTentory and Ap1>rriisement of the goods and ohattels,rights and oredits which were of Ma!'1 E.Booth,late of Borough of Bealls- ville,::lashington County.Pa.t,ta~en and made in :oonformity with the above affidavit.. ..'.~"... ===========.=======~.===s =====,=~==:==== ,.¢-, Cash.~..12 75 Balanoe in aoovunt·of:'National_.'Oapo$.1t Sank or ..Br~wnGv11J.e.1 43 D1 \'1dend oheok,of W6~t I'tl~n Power Company,11 25 10 shares of~took of U.U.Steol oo~~nt ~52-'/4 527 50 '10 5h(~roa of'3ltook of \ient Penn ?owe~company.4J~p:L"d.~1161 1165 00 20 nhares or at.oak or Assool&~od o'os {4 nlGotrl0 Claan A..' i , 2.aheres o'r stook of ..:ff Household q.oodis .'I t . ..,.......;. tt ,tt ,'. .' ,.I "i 00 00 00 00 100 00- .$la17·93 " I~. ..j I' I I! I .I . .~ ." ~,..............-_--~-~-_...~-"""--_........._.-..,-:-..-.....:....-.__.~-.~- iI . .1 • " i. 1 !";, /v Form for GUlUdian or Trustee 'rUtinn jur Aubit 1Jn ijJ~p (@rp~'ans·urnurt of lIasqingtnn arnunty.......,. Estate of MARY E.B.OQTli... ~...~.~..."-~'...... .'Testamentary Settlor for RobertFor_. Booth,Life Tenant minor-Incon:petent-llfe tenant Fil d N ·1171 ...fO ....8,O.C·.··'...e at 0 0 196......." ~~UC{1{~···E~~;¥eM.~·f··..gi~·'·~x·!·!.·s·~i~~i·:··~·~ ~eceased,Settlor '.... Place of record . of appointment.... ~at~:~~~~tshiP JQ/.iJ!1!._.. If there have been former accounts 50 Aug.Term,1942,A.A~ filed in this estate,list:137 May Term,1946,o.C• 316 of 1952,o.c. 369 of 1957,O.C. 343 of 1960,O.C. Reason for filing this account...~~.~.~..¥..g.~~;~aa.~g!::2.!~.~~~~.~~.~.~9..~£~.!:J...A.~§!~.!:.g,~.~.t1..~Uus~1~u~e trus~ee.. All persons having any interest,vested or cOfiti:Jgent (including claimants),in the fund now before the Court, with the nature of their imerests are: Robert Booth -Ldfe Tenant Madeline Sweeny Miller -Contingent Remainderman Eleanor Ashcroft Michael -Contingent Remainderman John F.Sweeny,Jr.-Contingent Remainderman All of said parties have received notice as required by the Court Rules except as follows:,None The fund now before the Court is subject to t~1.e following taxes:None Set forth any legal problems requiring a<ljudication by the Court or difficulties that must be met in distribution:The latest account of Carl A.sargent,Substituted Trustee filed at 343 of 1960 O.C.represented a principal balance of $968.63 and an income balance of $840.85 or a total liability of $1809.48.Your accountant.had in'her possess~on only the trust check book indicating a balance in the trustee checking account of $428.15 at the close of the latest account of the said Carl A.Sargent and there- fore accounted only for the fund wbich she knew to be in her possession.Since that time a lock box in the name of the trust estate has been inspected in the presence of a representative of the bonding company,a representative of the accountant and bank officials and g'overnment bonds having a cost ap.d redemption value of $900.00 were found to be t=resentin the box.The Accountant further finds that $530.19 credits claimed in the Petition Sur Audit filed at 316 of 1952, O.C.were not then deducted nor later credited to the accountant's liability to the'trust estate.Accountant further finds that a credit claimed for a payment on April 2,1947,to Millsboro Lumber Company for repairs in the amOUI:t of $48.82 is in duplica tion of and included in.a credit of $650.00 allowE'd for the same date to the samE payee for repairs pursuant to a Petition and Decree of the Court.Accountant is,therefore now able to state that as of August 25,1960, she can adopt the principal balance shown by the said Carl A.Sargent"to-wit, $968,.63 of which $900.00 is invested in government securities in the lock box of the trust estate and also the balance of the income account,~o wit,$840.85 has decreased by the credit of $530'.19 and increased by the duplication of credit of $48.82. The Estate owes Washington County Insurance Company,Washington,Pa.$5&,00 for the premium on fire insurance for three years expiring Nov.10,1971,and .' $20 Q'lfor liability insurance premium expiring Sept.3,1970.Carl A.Sargent received no compensation for his services after August 25,1960,and Accountant respectfully requests,trustees commission in the amount,of $100.00 in behalf of the Carl A.Sargent EState.McCreight,Marriner &McCreight has spent $28.00..~for costs not reimbursed as set forth on the statement hereto attached and request compensation for services in the,amount of $100,00..---, Balance for distribution per account, '0 Principal ($:47.8,5.7 : . (', Income ( $~: . $900.00 ',I .. -48~8~ 102.28 Additional'debits not shown in'account:..-'.'.:. (Indicate vy:hether inC<5me Or princiDal).,•.. '..U.:S.,DeI:ense,Boilds',~n,.lock box Dupl-ica te credit craimed 4/2/47" to ,-Mil1'sborq Lumb~r,:~o.,,~,..:;:....:',~.' Duquesne Gas Co.-Rents..&.royalttes f,r.oIll-1/68 to ,~nd,inclucling'-8/4/69 Pa lit.·a·nd JSllar.on .Romanak:L$.'.;'R~n't . April.17,1968,-to.Apri123,.,1969 (includes.rent,.from.4/17/68:to a~d f6r Jult;J969)~nd also prior rents from Hollis ...-.-....,.., 641.67 Total additional debits . .....'"......,), $J,.J.f:?~B..!\.T!..... . $345.69 6.00 6.00 '''Additional credits'not shown in'account:':'.',.,"'. (}Ildicate whether income or'princ~pal)',.,',,',''.-.,.,'.8 ~/68 WashingtDn,County..Tax Clam'.Bureau·_','...' .', _...1966:Boro &,Scnool tax &'1967 Boro, :. 'County &.School '(per Court order) 2/14/68 Mellon National Bank~lock box 3/19/69 Mellon National Bank-bck box (deducted from bank account) To credits claimed in Petition Sur Audit at 316 1952 O.C.but-·,no.t...ded-uc.ted-in.-succeeding .J. accounts $530.1:9 -----------------------503.19~-•..,r·o·..._ Total additional credits t-1?/;3 r _.,J,':'•"}'o .:: $~.~!.~.~~. Balance for distribution Principal $.. Income $_. Total $..-..-..-"'--~,l(A. ":"---:-' " If the balance for dist:-ibution 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: $900.00 of the balance for distribution is represented by U.S.Savings Bonds in the safety deposit box of the trust estate in the Washington office of Mellon National Bank and Trust Company,which box is not available to this accountant but the contents of whicb was inspected by special arrangement with the Bank in the presence of banking officials,a repre- sentative of the bonding company and a representative of Accountant. ANALYSIS OF ACCOUNT Principal Balance Last Previous Account Income Ba lance Last Previous Ac.count Income per present account Income per Sur.Audit··", TOTAL INCOME less above credit Duplicate credit above referred to TOTAL INCOME -------------------------~------------------ ,~$968.63 840.85 .__2..7'V~•.;16"743'~'95 ~1 $.5.324.89"'~:'-48:82 -$5373.71 Disbursement Per Account Disbursements Per Pet.for Audit To Credits claimed in Petition Sur Audit at 316 of 1952,O.C. $2,72l~04 357.09 ",'53<h'191' 3'l608.32 I ,I.". -3608.32 Balance of check book ------~-------------t Cash balance .' __..;.I'..._-. ..',·u.S.Saving~Bonds ,'--"-'176,5:39 900:00 $86'5.39 ) -'-. Principal Account:, Bonds Cash $900.00 68.63 $968.63 . Income Cash 796.76 "">'1 ~~~ \:- t ~;-.-_..~..;;.:;,;, .././ ," -. .,,'.......- MARY E.BOOTH ESTATE STATEMENT OF COSTS ADVANCED 9/13/60 McWhorter Notary 12/10/60 McWhor-ter -Notary 3/28/61 'Douglas,Register: 8/7/68 Russell Marino,Reg. 8/26/68 Barbara Craig -Notary 9/5/68 ,Russell Marino,Reg. 8/.28/69 Barbara Craig -Notary Affidavit on 4th acct. Affidavit on Audit Petition Clerk's audit costs Motion &Order to pay taxes 5th Account Filing Account Audit Petition .75 .75 5.00 3.00 .75 17.00 .75 $28.0~, ".. .',-, r----.-~-·-... ..,..'..;:.:.. ..~....\...,.t."'-.,r S.eLf<;>rth:,accq!ln~::.t~1ts "~ygg·.e~tion.a"s to _!!l:;tn.f.lBI:.and..forJP..of .d!~tribu!iQn .to...be ..~y!:de"..~~~.r..9s .to..?e..~~~ted in pro- portioiis:unless specific'arr:.~)Unts or-items 'are 'designa~~d~by iTistrument'unger whIch estate Is-'oemg dl~trlbuted: Acrc~~~taAt:~~sp~ctiJilY.·~:4.gg~~.t~~·jh~t":·~h~b~iari8~"~£of:.d-i$·tt'i~utigp:..~,., incrudiIig,th~.c6Dt~nts.:of,,·.fhEL~lock~:box'of,tlie tfust..e.state J·in·"tne·1 ' Washington'office of';Mellon NatiC;iiai B~nk~'and ~Trus't 'Company be awa.rded to a substituted trustee to be·appointed 'by the Court.. '. ,. {. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~S8 The above named Fiduciary or representative thereof,And your petitioner will ever pray,etc. being duly..•".,.,.'.'~"'.".~._....doth depose and say thEt the ~~,;/..•:..:aE ~~~~s·o~~~.l~!:.~~.~~:~~:!g:e~~o~~;:r.'rne to the··~~~;;i;•..~i;.~~..~b;;.., .~.~~.E.~to and subsc7ibed before me Estate"of Carl A.Sargent,deceased."-j/J "IThis/.O ::::day 0~Z~£."-t£4e...1._B6.9.S.~.:t.t.lQr .. S!gnatme of Office'.......~~:&.~. T!tle of Oflke<..~;tf~ Office exP!res..~~;~~;;;9.2~.....C \~~~~~GF)N,WAS:IING,O!/~O!jNTY MY COMMISSlON EXPIRES JUNE 25,1970 .';..• ~ .....l.. L'1o !: ... ,-:-',. ~ I'\ I.·.,; I.1\,,·,.·, " ':',i:",. ~ I. .~:."".~~••\it.~.-,...'....'•':'oi'"J<. ,', '1 ,",~.. :f ••-,. ,..."~~. ;. ~. ~~ 11 I: I.•I r \I:.... ,p~'Ii •1\,.....,\. :~) ~,.. "..,.~..\ \. " I:, I • \. \,. ,...",\.. ,..f •( FORM USED FOR GuARriIAN-INCOMPIWE'~U~MAR1l"iO -OR TRUSTEES RECHSTEE't OF WITLt.SVtA'smrfGto'~l CO.•PA. to '.•.J.)'.. ;E.~T1TE OF MARX ~.~..~~QQT..ij .. No ~_.__._~of \196 _"· -""~ 'rUttnn ~~~1\umf-t I l E~D1 IN T.,.E i L ., •.i ORPI-IANS'~'COWRfT S·AN 10 36 OF WASHINGTON'COUNTY .( I " " '"~ "')f.;'\o~ 4, "OJ' \ . '( rII ll :_!.::..~J~.~.:r.:::..:~~:.~.~.~~~..:..~~:~~~~~I ~.~:).:;:[..Q~:.•.;,~1.~.,_....-:;...."t..•u...........,., •FOR.:......r.~!?~~~~.~..~.~.~Y....J?..~.~.].;!;.Q.~..:.J.Q~........ 'Hobert Booth,Life Tenant. •'-J )I _••_-v ,~mlnor"-lnc0I!1petept"lllfetenant \,.,,•,~(. \ J' ,.I l''J. , J.. ~! .-'·........................................................................................................................•J • ..' \, " ----" '. ..'.:.....,..,... Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inyentory. S.Signed elections of items to be taken in kind- if distribution account. 4.Stipulation or certificate by minor'approving acco!1nt. 5.Prae-cipe for those represented. 6:.Bri~f~for any question of law raised:r,..r-'McCre~ight,Marriner &McCreight by..':.:. Counsel for accountant. ,; ,\ i \ \ t• .. : \',..,\ l .... o.< .... ..... '.'- -~ IN THE ORPHANS'COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF MARY E.BOOTH, Deceased. BEFORE: APPEARANCES: TIME: THE COURT: ) ) ) )No.1171 of 1968 ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO, President Judge of the said Court. McCREIGHT,MARRINER &McCREIGHT,ESQS. of Washington,Pa.,representing the Accountant Wednesday,December II,1968,at 10 :00 0 'clock A.M.,EST. Number 1171 of 1968,the estate of Mary E. Booth,deceased.Lulu::Y.raydllar.g.enLis.J Executrix in the Estate of Carl A.Sargent,deceas ed substituted trustee,and the attorneys aroe McCreight,Marriner and McCreight.Mr.John McCreight '.? .\\1i.o~is:.1.the Subs tituted trustee there? MR.McCREIGHT:Carl A.Sargent was the substituted trustee.He has died and this is an account by the Executrix of;his estate to permit the Court then to move toward the appointment of another trustee. THE.COURT:I understand.All right. .' MR.McCREIGHT:If the Court please,we have the Petition Sur Audi 2 and our appearance.This matter presents a problem.Carl A. Sargent had been acting as substituted trustee under a trust created by the will of Mary E.Booth,and had filed several accounts with ttis Court to show the condition of the trust.The latest of these I j accounts was filed at 343 of 1960,O.C.,and that account indicatedt I a principal balance of $968.63,and an income balance of $840.85. M::,.Sargent's health gradually failed after that date.and for a period of several years prior to his death his condit on was such tha t he was confined to his home and for a good part of that time was confined to his bed.At his death,Mrs.Sargent attempted to reconstruct the operation of the trust from the papers that she found.The checkbook indicated a proper operation of the trust from 1960 to the date of his death.and a proper depOsit of the income.Apparently,the entire trust was operated through a trust account appropriately designated in the Washington Office of Mellon National Bank and Trust Company.However,that trust account carried a balance of $428.15.at the appropriate date in 1960, which was the endfOf ~the.aeco.u,nting·:p.ed:odlfo.rth~previous account And Mrs.Sargent has been unable to determine an explanation for the discrepancy between the last reported principal balance and the income balance,and the bank account.trustee bank account as it appeared in 1960. THE COURT:Who is the cestui que trust? .. MR.MeCREIGHT:The life tenant is Robert Booth,a son of the 3 decedent,and the remaindermen are his children,I beliey;e,living at the time of his death,if I remember the terminology in the will. Let's see. THE COURT: MR.McCREIGHT: The life tenant is:s till living. The life tenant is still living and the life tenant, " yes,it goes to the children surviving Robert Booth.If I might interrupt myself,according to paragraph four of the will,the life tenant is living in up'near Detroit,Michigan.He is ,insisting on an explanation of the discrepancy and the bonding company which pos ted its bond for Mr.Sargent is represented by Mr.Keller of thi Bar.They have received notice of this audit and he asked me to advise the Court that since it would appear that a hearing should be held to go into the matter and determine what,if any surcharge should be carried back.That he would not appear this morning anc " that I would give him notice of the hearing. I might explain to the Court that in this trust estate there is a very substantial piece of real estate in Centerville Borough,and as the affairs of the trust worked out,a substantial income did come from an oil and gas lease that was on this real estate and the rents constituted an almost incidental income.The rent was $20.00 per month.Because of the accounting system which existed at the time of the initiation of this trust,there was no representation in the accounting for this real estate at all.It was (..I • not charged to the trustee').and consequently,was not represented by a figure.Yet the oil and gas income decreased very substantially and is now minimal by reason of a gradual failure of the well and an action of this Court which per~itted the terms of the lease to be altered so that the well would not be plugged. It is the contention of Mrs.Sargent that the monies which represented the principal and which Mr.Sargent accounted fcl!' as principal and perhaps a portion 0 f the income went into the improvement of the real estate and because of the nature of the accounting,there was no counterbalancing figure shown on the account.We believe that this is probably the explanation,but the difficulty is that it must have occurred back in one of the previous accounting periods and is most difficult to find now. (At the direction of the Court,off-the-record discussion was not recorded by the stenographer). THE COURT:Is there anyone else in Court interested in this decedent's estate? NO 'R ESPONSE ) THE COURT:We::will close this audit except for the hearing if one is deemed necessary. ( AUDIT CLOSED ) o .• I • .• • • ~ z<~>-~1 hereb)"~ertU1 tbattbe pr~eed111I'aad ev1C:S.Bce are cootatoedfuU IIICl. ...J< ~o :;).., %l-I' N IIiII:III...~eauae laheteby approved and directed to be fUed.II.III ll: l-ll: :;)oV ...J<u h: II.o '.. ,I,,,~~.'., .. ....,',.. .. • .' -,0 W' ..-.I, j.- ~tJ:;~, I' ,e.c ~~'(;) 0'1. t,Q ".. I. ., ,.,! • ,. )' / IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA~ ORPEA NS'COURT DIVISION • IN RE: ESTATE OF MARY E.BOOTH, ~Deceased. oJ~11··i:iL·~ II) t-III·::BEFORE:IIIoc~ ) ) ) )No.1171 of 1968 ) ) ) HEARING ON AUDIT T3E HONORABLE P.VINCENT MARINO,Preside:lt Jt:.dge of the said Court. t=c e::~APPEARANCES:Q .;I 0( I:) lD:l.., =TIME:....II McCREIGHT,MARRINER &McCREIGHT,ESQS., of Washingto!l,Penna.,representing the Accounta Thursday,September 11,1969,at 10:00 o'clock /1.M.,EDST. Mary E.Bocth,which was before the Court,I think,several terms that existed in the a:::counting of the late Carl A.Sarg.ent.And we May it please the Court,in the estate of ago,a solution has been discovered to the apparent discrepancy cie::uI- :;MR.JOHN McCREIGHT:c..ue:: l-e:::toU oJ-: u ii:...o~i are belatedly presenting a Petition Sur Audit signed by the widow 0:Mr ..Sargent which I think satisfactorily accounts for the monies and brings the matter up to date,.i.lt balances.and this ac~ount is right for the appointment of a substituted trustee for the trust. THE COURT:V.f2 will order the petition filed.Do you have any suggestions as to the substituted trustee? 2 MR.McCREIGHT:We do not,Your Honor.I have approached our • l:>cal banks,and quite frankly,the principal trust asset here is a parcel of real estate.The income from oil and gas lease used to be Eubstantial,but if the Court will remember,this came before the :( z<'"..I.. ;I)zz... :l. io... l:) Z %III0<~ Court some years ago on a Request for Modification.And the Modi- fication has resulted in present income of approximately $4.50 to $5.00 a month.I can't blame a trust company for not being too anxious to get into a situation of this sort.The pro perty,the real estate rents for,I believe,$50.00 a month. I. ..:~THE COURT:We will search for a substituted trustee and may..lIDCi oJ -Je able to find one.0( uo~(Proceedings Closed). :t..,... N aia::l&lIi:I hereby certify that the proceedings and evidence are .containe oQ. l&l~fully and accurately in the notes taken by me on the hearing of the above a:::>ou cause,and that this copy is a correct transcr" oJ0( u ii:'"o The foregoing record of the proceedings upon the hearing of th above cause is hereby approved and directed to be filed . . \ ..;>f'·, J J ~, )J •.! ,.- " ~. ("U -'~f"• J'01 _ .., 0 j .. J ' .J • , ... Q W ~..1;,,;;1 ~ t,.j....'\ 4'":3 -J I J U'"~r.J,J •• -'j .h' ...~J v.J. J •.1 OJ J • -'-'- oJ J. J..Jo~J J_...;'';''_ --------------------------------------------/vi' In t4t Qrnurt nf Qrnmmnn Jltus nf mus4ingmn Qrnuuty. Jtuuli!Jlnnttia.(@r4t4uus'Qrnurt Ilitrlsinu ESTATE OF No.l ..l-'-7..1-:oloUf~1L.<9U11i6~8~__ Mary E.Booth,Testamentary settlor for Robert Booth,life tenant. In the matter of the__F_i_n_s_l_a_c_c_o_un_t_o_f_ Account of Lulu May Sargent,Executrix of the estate of Carl A.Sargent deceased,substituted trustee ADJUDICATION AND DECREE A d October ~19 69 h'f h 'n now (,,2 ,__, t IS matter came on or eanng, 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 $1,16$.39 and the Clccount isaccordingly 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 end made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg.. 1 SCHEDULE OF DISTRIBUTION Balance per acco...,t__Aa.Qs~C.LI.O.L::rr.L::ea;ew.t.ilJeCLIdu...-_$1,76$.39 t.. Balance --"-_$1.765.39 $71.00 15.$0 ,$/.,1,749.89CJu.I J 1'170 PcQ./~so _ilL ,~,CJlj;.6.<!. 4.00 John D.Woodward,Recorder,costs recording certif~cation of real estate, (Washington County Fire Insurance Company,premi on fire insurance for three years'expiring 11-10-71,($51.00)and premium for liability insurance expiring 9-3-70 ($20.00.) ,. 'Russell Marino,Clerk O.e.,costs in certifyin real estate to Recorder,, Deduct Clerk's Costs &Receipts 1 Attorney .....M.....c.....C~r....e....i ge.b.....t.w.....lM....A.....rl,;;"lr~i....n.u;e<loolr_...&.........M.....c....C.....r;.,l;;leI.lo1of!ig....b....t"""--1 $1,439.39 $2,939.39 No balance $1,567.39 100.00CarlA.Sargent,Estate,trustees services,... McCreight;'Marriner &McCreight~Esqs.,reimbur - ment tor costs advanced,($20.00)-and campen tion tor services ($lOO.OO),, Debit -Real estate as hereinbelow described, realty:having been a part of the trust but n before having been certified to the Recorde as such,carried at value of the transfer inhe i- tance tax appraisal (tax docket 21'page 223)1$00.00 Successor Trustee to be appointed,under the te of the will ot Mary E.Booth,deceased,i~t for Robert Booth,lite tenant,including pri pal real estate as hereinbelow described val at $1500.00,U.S.,Savings Bonds valued at $900.09 and principal cash at $18~63 and inc e cash of S520.76,2939.39 \,.," \t \N \; 't ,. '\ .........:~J w •--"I. _..."', It •t ".; .~.t·...,.'.... '. " .' ( o... " t .',:.; >:J Z l .,r.. o 'S '....p•':J" l:(I) :J 3....c ~...... 0.......:J"(I) t ,"'~ ..I'· .." .-. .. .,.. '. ,..,~,,. " ('.'. • ,. .f • ,,' .,. ".'..--~. REAL ESTATE TO BE CERTIFIED TO THEBECORDER OF IwASHINGT DN COUNTY BY THE CLERK OF THE ORPHANS 'COURT Dl VISION Man E.Booth,Settlor ofTru~t,to Carl A.Sargent,Trustee (or Successor),.all the right,title and interest cf the Settlor in and to parcel of improved reallestate described,as,~IZ: ALL that certain tract of land situate in the Boroug~of Centerville, • Washington County,Pennsylvania,more particularly boun1ed and described as follows: BEGINNING at an iron pin in the'road;thenCE by land now of formerly.., of William Bailey,~North 70 30 t West 19 perche!to a pi~;thence North::r .. 11°~est·2l4.perche,sto a pin;:thence by land new or for~rly of Ella W. ~ery,North 80°50'East 13.18 p~rches to a pin;thence North 52°East ,- 21 perches to a post;thence by land of George Parson,i)outh 25°30'East ~.'"" .46.18 perches to a post;thence by land now or formerly of Steve Mezer, South 7~055'West 46.01 parcnes to an iron pir.,the place of beginning. CONTAINING 10 acres,more or less.. . I EXCEPTING AND RESERVING th~''Pittsburgh or RJ vel'vein of coal with mining rights and waivers 8S hertofore conveyec. UNDER AND SUBJECT to an oil and gas lease. CERTIFIED TO RECORDER:_ill--~·-WiLlU.......J'L20lO...7n_ «,,*•,;J ' ",I '.'.,' ". .:\",. _.J. ,, I ' ...a lLl --1 ,, t '", ~" r.-.. ,. " ·'·r ~'. .-...." : I .~ ," 0 ~~ ..... ~ :J Z n ....!'-'o·:r §:;, c (1) i =1-3 0 0 0...."'h "'h .~ ~. (1)., 0...........:r ==0)..(1) ~," =,,"~.. ), -. .~ !.~, ~ !~.,~ ,..L '.I'.. '. I ) DESCRIPTION OF REAL ESTATE MARY E.BOOTH ESTATE TRUST ,.- "I,ALL"that,certain tract of land"situa te in the Borough of Centerville,Washington County,Pennsylvania,more particularl bounded and described as forlows:... ,"BEGINNING at ",an iron pin in the road;thence by land now or formerly of William Bailey,North 7°30'West 19 perches to a pin;thepce North 11°West 24 perches to a pin;thence by land now or formerly of Ella W.Emery,North 80°50 t East 13.18 perches to a pin;thence North 52°East 21 perches to a post; thence by land of George Parson,South 25°30 t East 46.18.perches to a post;thence by land now or formerly of steve Mezer,South 74°55 t West 46.07 perches to an iron pin,the place of beginning CONTAINING 10 acres,more or less. EXCEPTING AND RESERVING the Pittsburgh or River vein of coal with mining rights and waivers as heretofore conveyed. UNDER AND SUBJECT to an oil and gas lease.-----------,""",'"ii .l".....-...~ The Inheritance Tax Appraisal in the Estate of Mary E. Booth appearing in Tax Docket 21,at page 223,is $1500.00. r c ""(, ......lot i ',':.~ (" •• \,..... ... .. .l'"., \ ~i~ W ~; c;a", .ty').. b-e..,) 'c;:l'• en CD"".c:;il.''.)". "~ "\~~". ," Jl (.t,. ,. ~-5 PRESENT RECEIPT WHEN LIFTING INSTRUMENT~ Washington,Pa.,/1...-:-:.(,.~..2/?19 . N~7017 RECEIVED ~~..~~~~~=CE Paper ~No ~7..7 7.to be recorded in the Recorder's 0 ice of ashingto Co ty.enn.rties named below. Fees •...•....$••.i:t..f!...~.....-=>;A./.(I/J •.n State Tax $._:_~~·~A4d£..·C ·/~d:h::--:...··· Certificate and Seal $~_:~~./TO ~Registration Fee • •$_••••__. JOHN D.WOODWARD Recorder Of Deeds ..•f. OF ,I'•r·._J... r•., -.I IN RE: IN THE COURT OF COMMON PLEAS WA~HINGTON COUN~Y,~A. ORPHANS'COURT DIVISION NO.1171 of 1968 ESTATE OF MARY E.BOOTH, DECEASED,TESTAMENTARY SETTLOR FOR ROBERT BOOTH, LIFE TENANT. PETITION FOR APPOINTMENT OF SUBSTrTU',rED TRUs;TEE't, $-rn ::0 c.:,•J • •....o.c.;.·-__/~...::-:-Co,••{('h~rl.~~.~{J i'}::,' I....10'.C"y/'.j -:~-.-.//.""T1.--.,{/"D _.~.V/0.:.y .__..J 1~,'~f:g ~~\~~~n~ I V~~. J~MCCREIGHT.MARRINER Be McCREIGHT\',\~ATTORNEYS AT LAWGjW.~CIIIPIOTor~TnU3T !!UILulI~" "'WASHINGTON.PA. o !.A 0 -1-/1f ~ t ..~ .' ~ l" t~' 0' ,. " I \ II I II!I I~ <'!('\I()i:0 I ::E fTlj»Gi 1~I j ::E z ~~!~~d ~iJ:0:ll't>jc~,",..~Z Z z::O 1 Gl-f"':O 1 -f :u -<- ,O~CUlZ ' "';)L In 'b rrJ•.-f-f:O •1)til r:t>c:l>Ql ~r::Eo ~-()Z () Gl AI fTl Gl . I J-i .I I!! IIij II I I ..... -t., .' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF MARY E.) ) BOOTH,DECEASED,)NO.1171 of 1968 ) TESTAMENTARY SETTLOR ) ) FOR ROBERT BOOTH,LIFE ) ) TENANT.) TO THE HONORABLE,THE JUDGES OF SAID COURT: PETITION FOR APPOINTMENT OF SUBSTITUTEC TRUSTEE The Petition of Robert Booth,respectfully represents: 1.That your petitioner,is an individual whose present post office address is 7610 Payne,Dearborn,Michigan 48126. 2.That your petitioner is the only child of Mary E. Booth,deceased,and is the life tenant under the trust created by the fourth paragraph of the will of Mary E.Booth, deceased. 3.That the remaindermen in said trust are the children of your petitioner who survive him with a provision over if there are no such surviving children.Your petitioner has five (5)children as follows:Mary Virginia Booth,born December 1,1946,Robert A.Booth,born June 5,1948,Charles,.. A.Booth,born September 5,1951,Paul Michael Booth,born ·January 2,1954,and Phillip J',-Booth,born March 25,1961 ..'I 4.That by De'c'reedat~d October 6,'1969,your. Honorable Court awarded to tne Successor Trustee to be appointed the principal real estate valued~at~$1500.00,United States '.. .i ..., Bonds valued at $900.00,principal cash of $18.63 and income cash of $520.76. 5.That no Successor Trustee has yet been appointed. WHEREFORE,your Petitioner prays that a Successor Trustee be appointed to undertake and ~arry'out the obligations required of the trustee in the trust created by the will of Mary E.Booth,deceased,and respectfully suggests the appointmen of your petitioner as such Substituted Trustee . .., 0'0'I Ii -d f' ,.' ,. STATE OF ('r'.J c t+,&-4 ,J "'._-.... COUNTY OF SS: J';j Personally appeared before me,the undersigned authority,RJBERT BOOTH,.who,being duly sworn according to law deposes and says that tte facts set forth in the foreg6iDg Petition are true and correct to the best of his information, knowledge anj belief. ,~w,orn to and subsc.r,ibed.blef()r~me ~._ this ~~day of Au da·~~T;1970 .. .~~?~..~~ CHARLES E.EMERJNG,JR. Notary Public Wayne CJunly,Mich.:',. • My Commission Expires Jury 31,1973 II III IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVIS'ION IN RE: ESTATE OF MARY E.BOOTH, DECEASED,TESTAMENTARY SETTLOR FOR ROBERT BOOTH, LIFE TE:JANT. ) ) ) ) )NO.1171 of 1968 ) ) ) ) within Petition having been AND NOW, E R -4::A;4~4L~&--.JU-'1970,the Court and it I appearing that Robert.Booth~'.the ,wi th1.n PetJtioner,has a.. major interest in the 'preservation of the trust·estate,not only of life tenant but as father of the prospective remaindermen. NOW THEREFOR3,on motion of McCreight,Marriner &McCreight, Esquires,th~prayer..of the petition is granted and Robert Booth I is hereby apyointed Successor Trustee of the trust created by the Fourth Paragraph of the Will of Mary E.Booth,deceased, the said Rob~rt Booth to file bond for the performance of his duties as Su~cessor rrustee wit~approved corporate sur~ty / -'. in the sum of Three rhousanc.ant no/IOO ($3.,000.00)Dollars. -dCsR .~I I I IiIII I IIi ./, I day21st ........ ,, ,, _~(;:-.~~~~di:d:.....:~-~~=-(SEAL) Robert Booth INSURANC COMPANY ~ BOND OF SUESTITUTED TRUSTEE .'0......• Sealed wi~h,:our seals;dated the ,in the year one thousand nine ·hundred seventy. KNOW ALL MEN BY THESE PRESENTS,that we,ROBERT WHEREAS,at an O~phans'Court,for th~County of NOW~the condition of the above obligation is such~ I.and delivered in the in the sum of Three Thousand and no(lOO ($3,000.00)Dollars, lawful money,to be paid said Commonwealth of Pennsylvania, their .certai~attorney or assigns;t~which .payment,well and ,. I ~p. Washington,held the .!rlsl day "of 'Au...iu 1t-,in the year one thousand nine hundred seventy (1970),the Court ordered that the said ROBERT BOOTH be appointed Substituted Trustee in the Estate of Mary E.Booth,deceased,under the t~rms,.con- security to be entered in :;he s,um ,~f ,~H~E~,rriiOUSAND and no/lOO IILII,~."If'- ,IIIIIII'II! II !/ III: IIII "II"IIil BOOTH"iSubstituted Trustee,and AETNA INSURANCE Cmf:PANY11l.q are held and firmly bound unto the Commonwealth of,Pennsylvan'ia,IIif!J if 11 II.1l'"I. ,1'1"~rUlY to be made,we bind ~~,r~elves,and each of us,our heirs, executors and administrators,jointly and severally,firmly by !II;these presen:;s. II.1 of August ilIi!IIIi! IIII11 iJII,I IiIIII!I'~ditions,and limitations of the will of the said deceden~, Ii III.II ($3,000.00)DOLLARS,to be approved by th~.Court •. !I 11 'III"that if the said Substituted Trustee shall well and trulyII1/administer the trust'according to law,this obligation shall be 'I~,I,void (as to :;he substituted trustee who shall so administer the trus t);but otherwis e,it shall remain in,,force.If;i'" / I I •I :1, "1. ,f II ilif, '/ I',I I'SealedII, I 'ILIIII 11,I I h'II . II ".... '","., l£tna Jttsuratttt Cttnmpattg OF HARTFORD,CONNECTICUT POWER OF ATTORNEY ~l(nl1UJ all flrn by t4rsr Jlrrsrnts.That JETNA INSURANCE COMPANY,a corporation created by and existing under the laws of the State of Connecticut,having its principal office in the City of Hartford.State of Con- necticut,does hereby nominate,constitute and appoint John A.Smigrodzki or Gerard J.Gorman or James F.Christie or William J.Seemiller or S.M.McCafferty or A.K.McFadden of Philadelphia, Pennsylvania its true and lawful attorney{s)in fact,with full power and authority hereby conferred to make,sign,execute,acknowlrdge and affix (he Corporate Seal of the Corporation,as Surety,as its act and deed,any and all fidelity and surety honds and olhl'!'l'OIHk undertakings,recognizances,stipulations.rereipts,releasrs,policies.notices of appearances,waiH'rs of citation ann ('ol1s('l1ls to modifications of contracts or other written obligations in the nature thereof and to bind JETNA INSURANCE COMPA;\Y tlWff.hy as fully and to the same extent as if such bond were signed hy the duly authorized officers of }ET;\IA INSL'RANCE cn:VJP;\\Y and all the acts of said attorney (s),pursuant to the authority herein given,are hereby ratified and confiimrd. This power of attorney is granted under and by the authority of the following applicable paragraphs of ARTICLE II of the BYLAWS of the company: The president or a vice president may execute fidelity and surety bonds and other bonds,contracts of indemnity.rpcol!nizanr.es.stipulations. undertakings,receipts,releases,deeds,releases of mortgages.contracts.al!rl'ements.policies.notices of appearance,wai\'ers of dtation and "nnspnls to modifications of contracts as may be required in the orr!inary ('on~:'('of busine:,s or by \'otr of the directors.and sur.h pxrrution may h,.att":'trd where necessary or desirable and the seal of the company "'here nerps'ary or r!esirable may be affixed to the specific instrnment by a secretar\'or anassistantsecretary. •The president or a vice president may with the concmrencl'of a srrrl'tary or an assistant secretary appoint and authorize an attorney.in. fact or any other per~on to execute on behalf of the company an\'such in-trUITIPnt:,anr!unr!erlakings and to affix the spal of thr company thrrrtowhere'necessary or desirable. The attorneys·in·fact under the preceding paragraphs of this artirll'arl'aUlhnrizl'r!and pmpo\\"l'rpr!to rrrtify to a copy of any of the bylaws of the company or any resolutions adopted by the directors or to thp finan"ial statpmrnt of thr condition of the company anr!to affix thf'seal of thl'company thereto where necessary or desirable.• This power of attorney is signed and sealed by facsimile undf'r and hy th;autherity of the follo\l'ing Resolution adopted hy the Board of Directors of the JETNA INSURANCE CO:\IPAI\'Y at a meeting duly railed and held on the 11th day of F'phruary,1966, .RESOLVED THAT,in the execution,attestation and sealing,of any in,trument or undertaking authorized by Article II of the Bylaws,the facsimile signatures.?f the officers and the facsimile seal of the Company affixl'r!°thl'rf'to shall br valid and binding upon thp Company. IN WITNESS WHEREOF,JETNA INSURANCE COMPANY has cau~o;ed the""presents to be "igned by it"I'n'sid"ul and ii'St:<:n.tary., President Attest: and its.corporate seal to be hereunto affixed,attl'"ted by its Secretai)',thi~:2.1thday of Ap.ril ,19..70.•... JETN INSURANCE COMPANY STATJ OF CONNECTICUT t ~tJ 1/1PZf ,l SS.'{'~~c..\~QQ/'"1 1 /~'SecretoryCOUNTYOFHARTFORD,~ On this 27.th day of...Apr.i.l 19...70..,before mel,Olive E.Mackey,the undJsigned officer.personally app"ar"d r.D. WATKINS and J. J.MURPHY who acknowledged themsel\'es to be the President and Secretary of JETNA INSURANCE COMPANY.a corporation. and that they,as such President and Secretary being authorized so to do,executed the foregoing instrument for the purposr.;th"rrin (·ontain,·d by signing the name of the corporation by themsel\'es as President and 'Secretary,and that said Secretary affixed thereto the seal of the corporation and attested.to the execution of the foregoing instrument., In Witness Whereof I hereunto set my hand and seal. ~f.~/ .No~;;~lic l\-ty COll1ll1i""ion expi.,·s April I.IlJ7~ CERTIFlCATE I,the undersigned,Secretary of the JETNA INSURANCE COMPANY,a Connecticut corporation.DO HEREBY U:RTn:y th"l tb,·"hon' and foregoing Power of Attorney remains in full force and has not been revoked;and,furthermore.that the paral!r"phs of :\R rl<.I./·.II of th,' BYLAWS of the corporation,and the Resolution of the Board of Directors;as set forth in the Power of Attorney.an'II('\\"iu f"n.... 51",,,,.nd Sui'".,H.rtf c.nn~",",.th•......?li?t d.,':A1>lllUlt 1979.'1PZf #524 II S~,,~"Form 630·81 Ed.Apr.66 PRINTED IN U.S.A. --'-"-._-._-- .--:"'ll ~ .. ,f .. NO.l171 of.;1968 ::r- ESTATE OF MARY E.BOOTH,DECID. TEST.SETTLOR FOR "ROBERT BOOTH,LIFE TENAN~ .r:"~"":~~~~~r ~;.~t *..~f-*~~.~~~~-3~*~~ "t~.,.'.BON D b (.I" ~. f" ! -.. ~. .. k ~ ., , "1'....-.~~·"'·rI--.J • ol~-l~·olio ~~~~~~~-l~~f'{~':l~-i~*'-l~ (f)(;")c.:;;:::r~~:::c -(Ii c:=:;. -(n Ul •.-.~·'··l ...,..~.~~.e.,..",'I!,AND NOW,AIf'&ll'JfST~31 ,.497Q.~,within Bond appro'€ha:-:J lirld order~·fi1ed..o ....:z -"'j :r::.~g:E~ilsseI:t ~larino, ;r "i:Cl~O.C.Divln ",.0p(f)c::::>en j"" .....-~ ..,..; ~. 6 .''. r " '.~"''\ \ l','l ::~.:~..~~.: <'" ,4 ?,..3 49f-/ ... '.". , .'';_:.~ <, ;...i 6.J-lf-//7/ RELEASE AGREEMENT WHEREAS,Mary,E.Booth,late:of Beallsville Borough, Washington CoUnty,Pennsylvania,died on October 11,1941 and by her Last Will and Te.stament,dUly flrobated arid of record in the Office of the Register of Wills of Washington County~ Pennsylvania,in Will Book 62 at page '279,she gave,devised and beq'i.&eathed the residue of her estate to The Citizens National Bank of Washington "in trust to pay the net income arising and acc~uing there~rom to my.son,Robert Booth,'for and during the term of his natural life,"and provided further... that "if my son,Rc;:>bert,should leave children surviving him, then all.my estate in remainder shall vest in them";and WHEREAS,the last successor trustee of.said trust was the life tenant,Robert Booth,'who died a resident of Dearborn, Michigan,on January 1,1981,survived by his five children, and no other issue,all of whom are of age anQ sui juris and whose names anc.addresses are as f·::>llows.: Mary V.Calder 22044 Nowlin Dearborni Michigan 48124 Robert A.Booth r 3157 Pikewood Court \.Milford,Michigan 48042 Charles A.Booth 3424 Cornell Dearborn,Michigan.48124 Paul M.Booth 2846 Geneva Dearborn,Michigan 48124 Philip J.Booth 8822 w~itlock Dearborn,Michigan 48124;and / \ WHEREAS,no accounting was ever filed by or on behalf 9f the said Robert Booth and .the only asset·of the'Trust Estate is a tract of land ~ituate in the Borough of Centerville,Wasb- ington County,Pennsylvania,containing 10 acres~more or less, more particularly described in the Certification of real estate filed in the Offic~of the Recorder of Deeds of Washington County,Pennsylvania in Deed Book 1325 at page 591:and WHEREAS the said children of Robert Booth,being the only parties im interest,desire to waive and release the Estate of Robert Booth and the surety on his trustee bond from any and all claims which·"they or any of them might have against the said Robert Booth or his Estate and any duty of accounting for his trusteeship: NOW THEIREFORE THIS AGREEMENT WITNESSETH that,'in consid:- eration of the:premises'and intending to be legally bound,the undersigned children of Robert Booth,'being the remainderman under the Last Will and Testament of Mary E.Booth,Deceased, do hereby: 1.Release the Estate of Robert-Booth and the surety of his trustee bond of and from any and all claims which they or any of them have or might have arising from any act or failure to act or any loss of any kind in connection with the trust created by the La'st Will and Testament of Mary E. Booth,Deceased. 2.Waive for all time any and all accounting on behalf of Robert Booth of his trusteeship of the trust created by the Last Will and .Testament of Mary E.Booth,Deceased. ... 3 •.Agree to pay in equal shares such costs and expenses, including attorneys :fees,·as are 'reasonably necessary to ter- minate any liability of the Estate of Robert Booth to account for his trusteeship and hereafter to render marketable the title to the·real estate which was formerly a part of the corpus of the trust. IN WITNESS WHEREOF,\\'e do hereunto set our hands and seals this···olf!..d aay ';f.d~A.<1984. ~~.'\/J '-r.l,L ~~ Phi~ooth . (SEAL)' (SEAL) I ------------------------~:------------------:~~:,.~:-;":.-- .~-.I., ".•4t @J~lla:; t:;W),J~-; ,<.:#!<"~~~~,~. tt;it r~ .. '. j IN THE ORPHANS"COURT OF'WASHINGTON COUNTY,PENNA. TO THE AUDITING JUDGE: Enter my appearance for be Commol1Wearth of Pennsyh-1OOia.damning trensfer inheritance tax in the above estate,as follows: Docket . I I' In the matte::'CJf :the Audit of Account filed in the Estate of, Mary E.Booth Deceased ')D>te ofdeat" \No.--.U-71 of 196$Term,19 I ) "A.A. $ $-- CALCULATION TOTAL DEDUCTIONS,$ $-----4--~- $--~"~~- NOTE:The roHowing credits claimed in the Account are held not deductible G\s:against the tax: Addttioml Debts and Expenses per Audit CR. Debts rand Expenses per Account;see Note Additiol1!al Assets per Account,Subject 'to Tax _;.,[$---:i?--------------- Additional Assets per Audit,Subject to 'I1ax --..................,'j'f-_..~, GR')SS VALUE _ _ _ $._ DR. To appraised '/Ialue of Estate:Realty _ -$__*-_-#:..---'-__ "Personalty _-.....................................................$'ItV-~'-------------- Gross Value :.._ Less Deductions .. Clea'r Value _,.. _.i-- able at 2% $------- ~Tax-.--- able at )15% $,--_.._---- TAX PAID ON ACCOUNT $------- $------- Total Tax ..__.._:.........$ Less amount previously palid _.......$__.._._ $------Balance _..................................$ $------- $------- Interest__}Ts.__mos,__days @ __%$_ TOTAL TAX AND INTEREST DUE -$_ " oos:'lJs:':IIoI>Z ,'11~.:') III 'ill~\'11 -lJ:"II ~o 0 1lI "II :II'lI »III 'IllZ'IllZIIIen»-<:ar-»<z»nzIII ); ...r 1