HomeMy WebLinkAboutOC1968-1188 - ESTATE OF EGAN,:;'
CllommouUtta1t4 'of 'tUU9t!lU~Uiaf}ss.1llIIas~ingtnn C!lnunty..
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,m th,e County aforesaid
j
Russell Marino
·)n the lOth.day of September.....
,.
A.D.19 68 ,before me,
,Register for the Probate ~f Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
l{I.Hazel Egan
late of Borough of East Washington in the'County aforesaid,deceased,
':a true copy whereof is to these presents annexed),was duly admitted to probate;and
Wray (].Zelt and Wray G.Zelt,'ID
the ExecutorS in said Vlill and Testament na:ned,having appeared before me and taken and subscribed
the oat.h of office p~escribed by law;
NOW,THEREFOR2:,I,Russell Mg,rino
grant these LETTERS TESTAMENTARY,unto the said
Wray G.ZeIt and Wray G.Ze1t,:crr
,Register as aforesaid,do
committing unto Them the administration of all and singU'lar the goods and
chattels,rights and credit;,which were of said :leceased,and requiring Them
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to exhibit a tn,Je 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
d six months from the date hereof,and to regard and comply with the prOVISIOns of the laws of this
Commonwealth relating b inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
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of sc.id Office at Washingtc.n,this 10th.
day ·of September m the year of our Lord one thousand
nme hundred and Sixty Bight
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Register
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I specifically direct
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It is my desire that my Trustees use
I direct ,my Trustees to pay the net income from'
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the,corpus is not to be interpreted to deprive my brother,
living,and the limitation I have placed on the use of
that in addition to the income of said trust estate,my
provide him a comfortable living.
of sickness or other emergency,.including funeral or
during the term of his natural life;PROVIDED,HOWEVER,
Trustee may expend so much of the corpus or principal
for the proper maintenance,care and comfortable'living
of my said brother,George E.Egan,as well as to meet
any unusual expenses incurred by or for·him by reason
burial expenses.
my estate my said brother shall need for a comfortable
wide latitude in.determining what part of the corpus of
·George E.Egan,of such use of it as may be necessary to
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ii,'LAST WILL AND TESTAMENT \,I
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II:.",,:I,M.HAZEL EGAN,,of the Borough of East Wa'shington.IIIIs:
II Washington County;Pe~.nsylvania,do hereby make my Last Will and [
Ii "III·Testament,and revoke all Wills by me at any time heretofore made:'Ih!.1;
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[I ;-'·'1.~·r.~..d'~~e'~t lth~payment out of my estate of ~~~,_.,:;':i .~II,·,.,"_'.~:...'.,I :~_.!!,'JI -.~,.~I ~"il expenses"of my illness and funeral.I ;'II ,!'2.'~'giVe,:~:'ise and ~equeath all the rest,residue 1 1
II and remainder.of my estate,real and personal,to Wray G.ZeIt,i :f~Esq.and Wray ~.'Ze It I II,Esq."or the survivor,IN TRUST."i I
Ii :..,.'.......l,II'nevertheless,for the following uses.and pur-poses:..I'Ii .'."'..",-,'!
ItilIIIt :'J..~~L ~,"~~:':1 .ii,,said trust estate to my brot.her,George E.Egan,of
j\_,:W,I!'Washington,Pennsylvania,in monthly payments,for and
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!l of said ~rust estate as they deem necessary or advisableH.',.~.,,IIII
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fifth interest to my nephew,John F.Egan,of,Litchfield,Kentucky,
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.''':-an undivided one-fifth interest to my
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Upon the death of my brother~George E.Egan,I
I direct the Newark Trust Company,as Trustee,to
I direct the Newark Trust Company,as Trustee,to
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that my brother,GeorgeE.Egan,shall have the use and
said home for George.
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distribute the corpus'thereof to her when she attains
grandniece,Kathy Egan,during her minority,and to
Egan.
to my nephew,William F.Egan,of'Newark,Ohio,.for and.
retain one-half of said trust estate as guardian of·my
I direct the Newark Trust Company,my Trustee,to dis-
pay one-half of the net income from said Trust Estate
during the tenn of his natural.life·,and,upon his death,'
'enjoyment of our home at 345 East Beau'Street,Washington,
'tribute the corpus of said estate to my·grandniece,Kathy
.he desires to reside there,and I direct that.my Executors ..,
I:and/or Trustees shall pay all the expenses to maintain
:Pennsylvania,for and.during his lifetime or so long as .
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Ohio,IN TRUST,for the following u~es and purposes:
divided one-fifth interest to the Newark Trust Company,Newark,
rEgan,of Tulsa,Oklahoma,his heirs and ass.igns;an undivided one-
his heirs and assigns;an'undivided one-fifth interest to my nephew,
James C.Egan,of Newark,Ohio,his heirs and assigns;and an un-
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direct my Trustees to distribute the corpus of this estate in the .
following manner,'to-wit:
assigns;an undivided one-fifth interest to my nephew,D~vid M.
niece,Margaret E.Miller,of St.Lo~is,Missouri,her heirs and
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by my Executors and/or,
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I further authorize the
I nominate,.con.stitute and appoint WrayG"ZeIt,
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I authorize the Trustees hereinbefore named.and
If my brother,George E.Egan,survives me,and
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Egan,'to distribute to her any part 'of the income or
Newark Trust Company,as Trustee ~nd.Guardianof Kathy
principal,if,in its sound discreti6n,it is needed
the age of twenty-one·years.
_for.educational purposes.
principle of diversification,risk,or productivity.
securities.in my estate without restriction to investments
s.:ll or reinvest anY'or all of any stocks,bonds or other·
my Executors h~reinafternamed,in their discretion,to retain,
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IBeauStreet,Washington!
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nephews who are entit~ed
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to inherit under Paragraph 3 of my Will shall have the right to ..;
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furnishings'in the said.home shall'be sold
Trustees at private.sale,and under no circumstances at public'
desires to reside at our home at 345 East
appraised value ·thereof,.and any remaining personal property and
vithin my home and·shall be charged thereafter only with the
:in the event of his death,~r in the event that·he no longer
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:;I;i authorized for Pennsylvania Fiduciaries and without re.gard to any
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I Pennsylvania,.1 direct that my nieces and
:I,lJ-I!jlI'If ...,.select and take any of the furnishings or personal propertyJrI.
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":1 Esq.and Wray G.ZeIt III,Esq.,Executors of this my Will,and·
l!IiIi I authorize the~to sell any real estate of which I may die'
!1.II seized,'at private sale and without leave of Court.
IIII IN WITNESS WHEREOF,I have set my hand and seal to'
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H this my tastWill and Te,stament,which co~sists of four pages,
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Signed,sealed,published and declared by M.Hazel
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"'III to each of which'I have affixed my Signature)this
I,II of June)1965.
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11 Egan)the above named testatrix)as and f~r her Last Will and
Ilr-T~stament-)in the presence of us)who at her request)in her
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11 presence,and in the presence of each other,all being .present at
.!it 'II...the same time,have hereunto subscribed our names as witnesses.ii!Ii!.
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Qtnullty nf DIIuUlP."gtnn ,
Personally before m~,the'undersigned authority,a.l'l9..t;ar,y.F.~b.l.1!W in and for said
County and State,appeared.....Wt:a;v.:..G........Z.e.lt...:a.nd....Wray....G.......z.~.lt .ll.I ;..::}Vho,being duly
sworn according to law,deposes and says.'that he is the executor or administrator of the estate of
.....................M..HAZEL.EGAN.:..~::deceased,that the foregoing schedules constitute a
complete inventory and a:?praisement of the real and.~personal e e of M HAZ.EL....EGAN : , ,
dleceased,except real estate outside the Commonweaith,of Pen y aniaj thatlthe figures opposite each item
of real and personal est::.te in the foregoing schedules are d e ined an~/s:~~ty the undersigned to!>"the fair value of said ilems as of the date of the decedent',d based 'tPJ'I~rsi ..ment of each,.tten:;::~~:s:::::::f~:::":~~l ~'11M
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-I Not~r'y Pl!blic.iVashingto1,Washington Co.:.'S My'Cljin~~fun Expires:March 20.197~DDITIONAL INSTRUCTION
";1.An jnventQSY must be filed within three months after appointment of personal representative.
2..A suppl~pientalinventory must be filed within thirty days of discovery of additional assets.
$.,1 Origilial'and 2 Copies and 2 RCRI-34,Under $10,000j,1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,inclu-:ling Copy of Willj 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 .
lInurnt~ry aUll i\ppraisrmrnt of the goods and chattels,rights and credits which
were of M HAzt;L f,;GA.N Jate of BQ.I.Qy.g,h Q.f.~~.§.t:;.w~.§.b.!.p.g.~.Qn.·
Washington County,Pa.:taken and made in conformity with the abOiJe affidavit.
DOLLARS CENTS'
PERSONALTY
Checking Account--Me11on National Bank &Trust Company,,
Washington,Pa.----------------------~-~------~------~07,467.66
A.T.&T.Co.,874 Shares @ 50.8125
B~t;hlehem Steel Corp.,60~hares @29.0625
Lone Star Gas Company,578 Shares @ 25.00
General Motors Corporation,22 Shares @ 78.4375
Northern Natural Gas Company,95 Shares @ 58.4375
E.I.DuPont DeNemou=s &Co.,15 Shares @ 157.0625
The Cincinnati Gas &Electric Co.,90 Shares @28.25
Gulf Oil Corporation,41 Shares @ 80.5625
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General Electric Company,100 Shares @ 84.6875
The Columbia Gas System,Inc.,2,277 Shares @ 29,875
Savings Account--First Federal Savings &Loan
As,sociation,Washington,Pa.t------------------------'11,372.41'
Household furnishings and personal be1ongings----------~.5,600.100
Texaco,Inc.,16,681 Shares @:~;t9.50 1,B26~1391~~"'I5,042.25
44,41°1 12 V;·
14,450.00
'1 .:68,025.37...I'1,725
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8,468•.15
3,3e~l06:.;'·~
2,355l9~';::.
2,542l50 .
1,743l75
5,551[56:.:
F.W.Woolworth Co.,..180.Shares @:~:28::-Qi25
El-Tronics,Inc.,40 Shares @ 16.125'645.00
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..\.\~n e •'.!nventory and Appraisement'
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:<-:'~IN THE ESTATE OF
.~6-....I,"0 J \;::i'~:./.~;",/\''.".\,>.-IVI ::,'."./'":",~,<'"-,......--',c:,:..•..•,:\,~'....'1M U A '71O'L 10',.,A lI.T"'''././:'''reo,~~~\~~..\.j>A.:"A ,,~"~A;iI~~~~.
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WRAY.G.ZELT,ESQ.
23 &.~Beau-Street·
Washington,,Pennsylvania
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CONtINUED
~ffi~auit (@f iExrrutnr (@r ~bmini!itratnr
~tatt of Jtnnuylnanta,~55:
enounty of IIau~tnBtnn \
Personally before me,the undersigned authority,a ,NQ..t.ar.y E.uhlic.in and for said
County and State,appeared..Wr.a.y.G Ze.lt .and Wr.ay.G Ze.lt 1II who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
.._M.,~.~~.~~.GM:~:deceased,that the foregoing schedules constitute a
c::>mplete inventory and appraisement of the real and personal esWe of...,M HAZEL EGAN ,
deceased,except real estate outside the Commonwealth of pejn~~ania;that/the figures opposite each item
of real and personal estate in the foregoing schedules are de 'e .mined ana./st~~/Jy the undersigned to
be the fair value of said items as of the date of the decedent's de ,based U>o~~~ppri!isement of each
item made by the above named Executor ~'l;HWSw~~n a.~d subscribed before me this../l...!!::......1 )''~it .
.r %l //!.~y 0t2~~~~~~~I.~·9.~1 •·~:··E'x~~~t·~;~~...d:i4 ~~~-;'_..
•Notary Public.Washington.Washiiit:tun Co.=.:~'J.M·:cem~sionExPir~~rch 2o..l~DDITIONAL INSTRUCTIO S
L Arrifi~~ntbry must be filed within three months after appointment of personal representative.
Z.A supplemental inve'ntory must be filed within thirty days of discovery of additional assets.
3~-'1 O,r.iginal 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 \Vill;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of wm 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
1Juututnrg aub p.ppraispmtut of the goods and chattels,rights and credits which
were ·of M ijA.Zf;.L ~.GAN late of B.Q.t:Q.ugb Q.f ~.a.s.t .w:a.s.hing.tQ.p...:..
Washington Co~nty,Pa:~taken and made in conformity with the above affidavit.
DOLLARS CENTS
*1 Mellon Bank Savings.Certificate--5%--{126149
.*1 Mellon Bank Savings Certificate--5%--1IE43769
10,000 .00
5,000.00
u.S.Saving Bonds H issued to Miss Hazel M.Egan or
George A.Egan:1--$500--2-57 (taxable share 1/2-571.8P)
1--$500--7-56 of total)-.560.8~~~,1--$500--9-55 ~573.01
1--$500 Treasury Coupon Bond 2~%--1967-72-6-1-45
6-15-72 1159543C Int.payable 6-15--12-15
Next coupon to be clipped #47-12-15-68--$6.25
1--$500 Treasury Bond 2~%--19-67-72--11-15-46-
12-15-72 #94971A Int.payable 6-15 &12-15
Next coupon to be clipped 12-15-68 1/46--$6.25
2--$500 coupon bonds 2~%--1965-l970--1F13009K
and #230413C Int.payable 3-15 &9-15--next
coupons clipped 9-15-68 amt 6.25--4149 both
1--$500 coupon bond 2~%--1964-69--Int.payable
6-15--12-15 #41178J Next coupon to be clipped
#51--12-15-68--$6.25
1--$500 coupon bond 2~%1966-71--12-1-44--
3-15-66--#76429K Int.pay.6-15--12-15--
Next coupon c1ipped--9-15-68--#48--$6.25
1-$500 Treasury Bond 2~%--1964-69--#38459K Int 6-15--
12-15 Next coupon to be c1ipped--#59--12-15-68--$6.25
*These bonds were renewable in July and will not bear
interest until a year expires from the date of renewal.
852 80
463.355
463 355
973 20
494.10
486
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60
494.10
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•l~'"<":"1';yentory and Apprazsement
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WRAY·G.'ZELT,ESQ.
23~E._Beau·Street-.
Washington~pennsylvania
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i\ffibuuit (@f iExrrutnr (@r i\ltwittiatratnr
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Qtnuuty nf 1IllIu.a4iugtnu
Personally before me,the undersigned authority,a .No.tar.y...P.uhlic."in and for said
COUIIty and State,appeared ..w.r.~y...G.,...Z~.l.t ..aD.g...W.t:a.y...G._._..Z.~lt...lI.I who,being duly
sworn according to law,deposes anc says that he is the executor or.administrator of the es-
tate of M HAZEL E.GAN __.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ..M..HAZEL..E.GAN ,
deceased,except real estate outside the Commonwealth 0 ennsylvania;that the figures opposite
each item of real and personal estate in the foregoing sc,e ules ar~.;f termined.a.nd stated by the
updersigned to be the fair value of said items as of the d of the eced tis death based upon a
just:ap~~:i~e~ent ~f each item m~de by:;:e above nam .Ex c~tJ;-,.'.-
Sworn'awl subscrzbed before me thl~/l?!?}..."-~,~""'.--.~..·:k'~.•I.i~.y:or..~?'j~i:.·r.~~~~~....1~..69..........0 ~~~~ttr~~..·..
::.~..-(;c'--t!A!;;--:../?'h:Y.#/'J V"...<••ef.:...•·;AU ..L...M'M::'t;;f'\-:~c.<:/..i;V'_';Q ...~
,=..No-!irv .~u~~lih~aShingto.l,Washington GlDDITIONAL INSTRUCTIONS
t,SyComilil$sion Expires;March ZO.197,~
t .,Al1JI,l\i'eiltpry must be filed within three months after appointment of personal representative.
.v2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.'1 Original and 2 Cc.pies 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
Washington County,Pa.,taken and mad'!in conformity with the above affidavit..
3Juurutnry U.w "1\ppruisrmtut .of the goods and chattels,righi.s and credits which
lIIere of M HAZEL EGAN .late of .:a9.~9.P.gh 9J ~.~.§.t W~~.hip..gt.Q.n .
'.
DOLLARS CENTSn
Interest received on $10,000.00 Mellon Bank.Savings
Certificate--5%--#26149 .::334 72
Interest received on $5,000.00 Mellon Bank Savings
Certificate--5%--#E43769 167 36
Antique Jewelry
Promissory Note--John F.Egan--p1us interest at 6%
.(This claim may be barred by the Statute of Limitationsl
1,070 00
5,000 00
1950 Ford Cpo Automobile 100 00
COupon clipping,dated 6/15/68
Cash
Refund,Aetna Life &Casualty
REAL ESTATE
6.25
266117
6.01
House and lot,345 East Beau Street,Washington,
Washington County,Pennsylvania 40,000 00
TOTAL ESTATE 1Jb74 ,4211.50
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23 E.Beau'Street ..!
Washington,pennsylvan~a
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STATE OF PENNSYLVANIA,
WASHIN(jTON COUNTY,
'.~
The within named AccountantS being :July sworn according to 'Iaw,9€PO e ..and say that the above account. .'..'"..",
as stated is true and correct O!:••••••••__~~~Y..·_..._..__v~rily believe.
Co
:JUDITH W.·DEER
Notary Public.W2s~ington.Washingtor Co.
My.Commission Expires January 28,1974
Washington County,ss:,.
t •
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 ane Ruls,of CouJ!,as evidence by proofsther~of filed to No.-b3..:::i.o.--::.3.7.Q...--_.-_.
Witness my hand and official se':ll this._ll..f!:..
day of--..\4y.\~\1.~~.=--~-----.---.---C01~rlO --~.:llL ~.
Register of Wills
,
~~J-~~~:--fh--...;~
RJ!S s·c-,\\:1 •ell MARl
REGISTER OF WIL
WASHINGTON CO .•
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IN THE COURT OF COMMON PLEAS,WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
Mo.63-68-1188
E3tate ~f M.HAZEL EGAN,DECEASED
i I'
,
I
"\
40,000 00.
(I
I ."
I
II
II,I
II
,I
'I,.II/I,
'"'I.11 ,.
.'II
,'I
I
Balance
Page 10
Page 11
Page 11
Page 11
INCOME -PERSONALTY
SCHEDUIlAE B
Receipts
Disbursements
Disbursements
PRINCIPAL -REALTY'
Balance
Net Balance
Ii Receipts
"jl
II
!I
Estate of M.HAZEL EGAN,DECEASED
THE'BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALrY
23,362 Shares.Texaco,Inc.
First Federal Savings &Loan Assoc.,
Washington,Pa.,savings account
February 20,1970
928,639 50
11,372 41
Promissory Note -John ,F.Egan,
plus interest @ 6%
Household 1u~nishing~&personal belongings
Antique Jewelry
1950 Ford Coupe
Distribution (See Exhibit No.1,Page 12)
Cash on hand
PRINCIPAL -REALTY
Real Est~te situate at 345 E.Beau Street,
Washington,Pa.
INCOME -PERSONALTY
5,000
5,000
1,070
100
4,000
.,88,780
00
00
OC
OC
OC
08
,043,961 99
40,000 00
First Federal Savings &Loan Association,
Washington,Pa.Interest on Savings
Account 818 15
Cash Distributed to Trustees
(See Exhibit No.1,Page 12)
Cash on hand
57,075
25,922
65
7C
83.,816 ~50
$1'-,167,778 49
..I-A
\,
-"I'...
'i
Estate of M.HAZEV EGAN,DEeEASED
SCHEDULE A '
PRINCIPAL -PERSONALTY
1969
Aug.18
.RECEIPTS
Inventory filed
Adjustment to correct Inventory:
c 1,634,421 5C
F.W.Woolworth Co.Div.9/3/68 45.00-Lone Star Gas Co.11 "3/9/68 161.84
General Motors Co.~I 9/10/68 18.70
E.I.Dupont DeNemour II 9/12/68 18.75
Betheleh~m Steel "9/10/68 24.00
-Gulf Oil Corp."9/10/68 30.75
Texaco,Inc."9/10/68 11,676.70
I
I 11,975.74
I Less:$1500 U.S.Treas.Bonds
Series H issued to M.Hazel
Egan or George A.Egan 852.80
11,122 9£1
~1,645,54 4
-
I .1969
July 17
.~~....~.'\...',.
Oct.21.
I·
.,
I
-,.
Additional Assets
Internal Revenue Service
Refund on 1968 Individual Income Tax
Decedent $1,470.48 Estate $10,000
Internal Revenue Service
Refund,excess payment Dec.1967
Document 2564228630000-8
Carried forward
-2-
11,470 4~
106 4~
11,57l 9
1,657,121 3)'j
Estate of M.HAZEL EGAN,DECEASED "
I
February 20,1970
Brought forward 1,651l,J12J:167:
Assets Purchased:•
u.S.Treasury Bills:
90,000 dated 10/17/68 due 1/16/69 88,784 10
400,000 "11/7/68 "5/8/69 388,638.00
100,000 "11/21/68 "5/22/69 '.97,129 00
90,000 "1/16/69 "4/17/69 88,586 10
,90,000 "4/17/69 ",7/17/69 88,590 60
400,000 "5/8/6-9 "11/6/69 387,758 00-100 000 "5/22/69 "8/21/69 98,446 00,
90,000 "7/17/69 "10/16/69 ,88,383 60, '10,000 "7/24/69 "10/23/69 9,817 50
"100,000 "8/21/69 "11/20/69 98,267 00
100,000 "11/29/69 "2/19/70 98,195 00-
$,532,594 90
,'
I Cash disbursed to purchase the above assets ,532,594 90I
0 00 I
,
I
I
-,.Splits:IStock
41 Shares Gulf Oil 'Corp.Capital Stock
received in 2 for 1 split on 41 shares heil.0 00
13 Shares EI-Tronics,Inc.received in
1 for 3 re\'erse split on 40 shares held,
plus cash received for fractional share 5 65
I,11,681 Shares Texaco Corp.received in
2 for 1 Sp~itit on 11,681 shares held 0 00,5 65"I-
I
,
I Carried forward 1,657,12Z 02
i
!
I
,
"
,,,
,I
,
-3-
I
Estate of M.a~ZEL EGAN,DECEASED
Brough;t forward
1968 Gain on Sale of ,Assets:
February 20,1970
S,ept.26
Oct.17
\"
Oct.8
bct.15
1000 She Texaco.lnc.@ 83.75
4000 She Texaco Inc.@ 85
Inventory value
500 U~S.2 1/2%Treasury Bond
due 1964/69 @ 100
Inventory vaiue
60 She Bethlehem Steel Co.@
32.125
"Inventory Value
83,750.00
,340,000.00
423,750.00
397,500.00
500.00
494.10
1,927.50
1,743.75
26,250 00
5 90
183 75
13,000.00
2,018.25
Carried forward
"Oc~.15
Nov.12,
Nov.12
Nov.Ii
Nov.18
Nov,.28
Oct .')'15'
15
17
1969
Oct.20
100 She General Electric @92.50
Inventory Value
",
82 She Gulf Oil @ ,42.75
"Inventory va'lue
22 She General Motors @87,625
Inventory val':le
15 She E.I.Dupont D2Nemour
@ 16~3.75
Inventory value
I
,Lone Star Gas Co.
·500 She @ 26
78 Sh.@ 25.875
Inventory value
F.W.Woolworth Co.
:100 She @ 33.625 3,362.50
80 Sh.'@ 33.50 2,680.00
,,Inventory value
Columbia Gas Systems
1000 She @ 30 30,000.00
77 She @ 29.875 2,300.38
'1200 She @ 30 36,000.00
Inventory value ..
American Telephone &Telegraph
800 She @ 52 41,600.00
74 She @ 51.875 '3,83~.75
Inventory value
"9,250.00
8,468.75
3,505.50
3,303.06
1,927.75
1,725.62
'2,546.25
2,355.94
15,018.25
14,450.00
6,042.50
5,042.25
68,300.38
68,025.37
45,438.75
44,410.12
781 25
202 44
202 13
190 31
568'25
1,000 25
275 01
1,028 63 30,687 92
1,687,814 94
-4-
,.,"
Estate of M.HAZEL EGAN,DECEASED
Brought forward
196ff Conversion'of Assets without Gain or Loss:
February 20,1970
$1,68'7:,B:ll:l:9~
a::ld Trust Co.Mellon National Bank
Wa'shington,Pa.'
Withdrawal,checking
Inventory vaLle
a(~count 107,467.66
107,467 :613 o 00
Oct'.9 Coupon clipping dated 6/15/68
U.S.Treasury Bond
Inventory value
6.25
6.25 o 00
Oct.15 90 She Cincinnati Gas &Electric
@ 28.25 2542.50 :-Inventory value 2542.50 0 00
Dec.10 Aetna Life &Casualty -:0.refund 6.01
Inventory value 6.01 0 00
1969
Sept.25 Mellon National Bank &Trust Co.IIRedemption5%certificate #26149 10,000.00
Interest 334.72 i.I
1U,334.72 l
,
"IRedemption5%certificate
#E43769 5,000.00 ~
Interest 167.36 5,167.36
15,502.08 ''
"Inventory value 15,502.08i 0 00
-5-
United States Treasury
90,000 dated 10/17/68
due 1/16/69
400,000 dated 11/7/68
due 5/8/69'
I 100,000 dated 11/21/68"
/due 5/22/69
90,000 dated 1/16/69
due 4/17/69'
90,000 dated 4/17/69
due 7/17/69
400,000 dated 5/8/69
due 11/6/69
100,000 dated 5/22/69
,due 8/21/69
90,000 dated 7/17/69
due 10/16/69
10,000 dated 7/24/69
due 10/23/69
,100,000 dated 8/21/69
due 11/20/69
100,000 dated 11/29/69
due 2/19/70
I1 Cost value
1
:
1I
i
1,,
'I
!
i
;..
Bills:
88,784.1,
388,638·°1
97,129·°1
,
I88,586.1~,
!irI88,590.69 I
387,758.00
,
98,446.00
88,383.60
9,817.50 I
'I
,,98,267.00
98,195.'00
1,532,594.90
1,532,594 .~90 0 00 0 OC
$1,687,814 94
1
l
Estate of M.HAZEL EGAN,DECEASED
February 20,1970
DISBURSEMENTS
1968 Administrative Expenses:
Sept.12
24
Oct.17
1969
Jan.31
31
Feb.6
12
24
April 14
17
'July 23
Oct.7
Dec.9
Washington County Reporter,Adv.letters
Observer and Reporter,Adv.letters
Postmaster,cost of mailing arid insuring
stock certificates
Wray G.ZeIt,on acct.,attorneys fee
Wray G.ZeIt,III,on acct.," "
Washington County.Motor Club,registratioI
and license plates
Wray G.ZeIt,III,on acct.,Executors
compensation
Pennsylvania Department of Revenue,
1969 Registration
'Wray G•ZeIt,on acct •~Executors
compensation
Mellon National Bank &Trust Co.,C-2l1
safe deposit box rental to 5/1/70
McNary Jewelry Store,appraisal
Mellon National Bank &Trust Co.,postage
in re sale 7 -$500 Treas.Bonds
.Alice L.Miller,notary fees to date")..
$14 00
14 00
5 31
10,000 00
10,000 00
7 50
10,000 00
10 00
10,000 00
12 OC
10 00
2 6~
22 OC
4,581 H
81 3~
8,450 OC
8,450 OC
22',500 OC
29,500 OC
.2,000 OC
7.00
10.33
33.00
42.50
14.00
7.50
Reg.,letters
Reg.,sh.cert.
Reg •.J cert.
Wray G.ZeIt,IiI,on account,Executors
compensation
'ZeIt &ZeIt,reimbursement for the
following:
Russell Marino,
Russell Marino,
Russell Marino,
copy of Will
Russell Marino,Filing Inventory
Postmaster,postage etc.on
A.T.&T.stock
Wray G.Zelt,balance of Attorneys Fee
Wray G•.Zelt,III,.bal.Attorneys Fee
Wray G.ZeIt,balance due,Executors
compensation
Wray G.ZeIt,III,balance due,Executors
compensation
Brokers'Commission:tax &postage
re sale of sundry assets 4,548.18
Mellon'National Bank &Trust
Co.,service charges in re
U.S.Treasury Bills
·17
17
17
17
17
1970
Feb.9
Carried forward ~106,659 94
-6-
Estate of M.HAZEL EGAN,DECEASED
February 20,1970
1968
Brough~.forward
Loss on Sale of'Assets:
~106,659 94
Nov.6
.1969
March 28
95 She Northern Natural Gas
Co.@ 55.•25
Inventory value
13 She EI-Tronics,Inc.
,'@ 16.875
Inventory value
5248.75
5551.56 $302 8
425 ~2
Oct.15
~_"I)-i,,i",
$500 U.S.2 1/2%1reas.Bond
#41178J due 1964-69
Inventory value 14 ~7
Oct.15 1
I
.Oct.15
·Oct.15:
!,
Oct.•15
..:
,
2-$500 U.S.2 1/2%Treas.Bonds
#13009K and 230413C due 1965-70
•Inventory value
$500 U.S.2 1/2%Treas.Bond
,#76429K due 1966-71
"Inventory value
$500 U.S.2 1/2%Treas.Bond
#59543C due 1967~72
Inventory value
!"
$500 U.S.2 1/2%Treas.Bond
#94971A due 1967-7~1
Inventory value
11 P.3
42 75
40 ~3
51'~8
889 19
1968 'Pre'ferred Debts:
Carmichael'Monument Co."Grave marke:r·.·....570 O(
.'"II >:.:-;':~'~"~..1,:..
:Sept.19
30
Oct.1
.2
2
2
1970
.:Piatt Funer~l Home,funeral bill
M.W.Graham,M.D.;prof.services
Ernestine March,housework and laundry
I Rev.Edward P.Bunchek,conducting service
.Rev.Howard J.Ford " "
Rev.Alfred C.Cicola " "
Helen Harding,cleaning services
10/14 and 10/31/68
$3,236 6(
10 O(
10 5(
25 0<
25 O(
25 O(
15 O(
3 ~9.17 10
,,
,(
Carried·forward
-7-
I.
~111,466 23
Br,ought 'forward
1968 Other Debts:
February 20,1970
j)1[1,466 23,
102.43
5,750.00
4,250.00
Sept.12
Dec.17
1969
March 10
April 14
J.A.Rungo,grocery bill
;West Penn 'Power Co.,utility bill
Columbia Gas of Pa." "
•Bell Telephone Co." ",
Wheeling Canvas Products,awning service
Internal Revenue Service,9/30/68
Social Security coverage for Bessie Jone
Internal Revenue Service
Payment on estimated tax
Net installment £or year
ending 12/31/68
Payment on acct.delinquent
form 942
Payment due on 1968 Fiduciary 9,001.94
return
'Columbia Gas Systems,Inc.,refund of
·5/15/67 dividend
Care and Maintenance of Life Tenant and
Real Estate~:
$197'78
16 5::
58 6E
28 6€
78 O~
80 OE
1.9,104 !HI
819 7~
20,383 84
Malcolm Morgan,Coun~y Treasurer
;County Tax on real estate
Ernest C.Cramblet,Collector,Borough Tax
Ernest C.Cramblet,"School Tax
Cox's,bedding ,
Bessie B.Jones,Mwbtenance and care of
.decedent's home
Internal Revenue Service:Social Security
coverage for Bessie Jones
•Citizens Water Co.,utility 11/7/68-9/25/6,
West Penn Power "11/7/68-9/25/6
,Columbia Gas Co."11/25/68-9/25/9
,Washington,East Washington Joint Authorit
,Utility 11/27/68 -9/25/69
1969 Other Taxes:
120 2]
124 0
337 5E
121 4~
3,536 OC
431 15
36 5]
99,3~
440 6~
26 9E
5,273 89
Nov~13 Russell·Marino,Agent
Payment on account,Pennsylvania Inheritan e
Tax on Life Estate 35,553.88
On Remainder 47,119.40 82,673 ~8
Internal Revenue Service,payment on
account Federal Estate Tax 332,619.27
Nov.13
19'70
Jan.9
,I'
"
Payment balance,Feder~l
Estate Tax
-8-
91,436.44
506,728 99
6;643,852 95
.
c''"
Estate of M.HAZEL EGAN,DECEASED ,
I February 20,1970
SCHEDULE B I
INCOME -RECEIPTS
RECEIPTS
Dividends:
American Telephone &Teleg!'aph ,
,874 Shares -Paid 10/4/68 to 10/1/69 incl.$2,622 00
,
Bethlehem Steel Corp •.60 Shares paid 12/111/68 24 00-
",
Cincinnati Gas and Electric Co.
90 Shares -Paid 11/2/68 and 11/20/68 58 50
-
Columbia Gas System
2277 Shares -paid 10/2/68 819 72
"E.I.Dupont deNemour
15 Shares -paid 12/17/68 26 25
General'Electric Co.
I 100 Shares -paid 10/28/68 65 OC
I
General Motors Corp.,
""22 Shares -paid 12/10/68 33 OC-
Gulf Oil Corp.
82 Shares -paid 12/10/68 30 75 ,"
"';
Lone Star Gas Co.
578 Shares -paid 12/9/68 I 161 84
Northern Natural Gas Co.~~95 Shares -Paid 9/24/68 ,61 75,)
1i~
I Texaco,Inc.OJ
•J J"-11681 She paid 12/10/68 9,344.80 ".:;.11681 She paid 3/10/69 8,176.70<:"
11681 Sh •.paid 6/10/69 9,344.80 '.
""I 23362 She paid 9/10/69 and 18,689.60I
I 12/10/69 45,555 9(
,.,;I
F.W.Woolworth Co.
0 180 Shares paid 12/5/68 45 O(
1I
Carried forward J 49,503 71!I
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'1
_Estate of M.HAZEL EGAN,DECEASED I
I
."
February 20,1970
I'.Brought :eorward 49,503 71I>
I Interest -Bonds and Bills:
'\'u.S.Treasury Bonds 2 1/2%,--:."On $500 6/15/68 to 6/15/69 12.50"500 6/15/68 to 6/15/69 12.,50v'
"500 3/15/68 to 9/15/69 18.75'
,.,500 3/15/68 to 9/15/69 18.75
,-500 6/15/68 to 6/15/69 12.50-500 3/15/68 to 9/15/69 18.7550'0 6/15/68 to 6/15/69 12.50
106 25
-u.S.Treasury BillsI$90,000 due 1/16/69 1,215.90On
400,000 due 5/8/69 11,362.00
,100;000 'due 5/22/69 2,871.00 "
I
90,OOOildue 4/17/69 1,413.90.90,000 due 7/17/69 1,409.4()4()0,000 due 11/6/69 12,242.00
100,000 due 8/21/69 1,554.00
90,000 due 10/16/69 1,616.4010,000 due 10/23/69 182.50
c 100,000 due 11/20/69 1,733.00 ,
I
,.100,000 due 2/19/70 1,805.00
37,405 10
37,511 35
\-..11'
.,;'Interest -Banks:
Mellon National Bank and Trust Co.
On $10,000 -5%cert.#25149 165.28
5,000 -5%cert.#E43769 82.64
247 92
;
"First Federal Savings &Loan Assoc.
.'on Savings Acct.8/29/68 to 12/31/69 818 15
1,066 07
Assets Purchased:..
First Federal Savings &Loan Assoc.
Interest on savings acct.8/29/68..to 12/3'1/69 818 15RedepositofInterest
-..818 15
0 ~O
Miscellaneous:.,
i u.S.Treasury -,Interest on $11,470.48 146 176,refund on 19'08 income tax,
Jf $88,227 ~9I
i..,.,
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-10-!
"..-
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-,,.
"
I ,
I Estate of M.HAZEL EGAN,DECEASEDi,
i
February 20,1970
"
DISBURSEMENTS
I.'Administrative Expenses:i
""I:!!"..Wray G.ZeIt and Wray G.ZeIt,III
".Executors compensation $4,411S9,I ,
I
I
I
,
!
I
-
-
I
I l
I
SCHEDULE C
PRINCIPAL -REAL,TY
.1969 "RECEIPTSI
Aug.18 Inventory filed $40,000 OC
. i
DISBURSEMENTS
!
None I 0 00,
I
!,!,j
,
1I
,.
I !
I
I
I
-11-
..
..;'.""
Estate of M.HAZEL EGAN,DECEASED
February 20,1970
EXHIBIT NO.1
Payments on account of Distributive Shares:
PRINCIPAL -PERSONALTY ,
"Wray G.ZeIt and Wray G.ZeIt,III,,,
",~'Trustees under Second Paragraph of Will
-Cash 9/24/68 $1,000- -
10/7/68 -1,000
10/11/68 -2',000 $4,000 00
J
j
,INCOME -PERSONALTY
Wray G.ZeIt and Wray G.ZeIt,III
Trustees under Second Paragraph of Will
Cash $57,075 6~I,
I,
lI -\'
,
,,.
:
I
I .
I
~
;
.'
,
-12-
,."..
AFFIDAVIT OF ACCOUNTANTS
COMMONWEALTH OF PENNSYLVANIA
WASHINGTON
COUNTY OF XKEXSIiENX
)
)SS:
)
The above named Accountants being duly sworn according
to law,depose and say that Letters Testamentary were granted to
WRAY G.ZELT and WRAY G.ZELT,III,and advertised more than six
months prior to the filing hereof;that the disbursements shown in
the account have been made to the parties entitled thereto and
that the account as stated is
oelieve.
they verily
rJ&~day of
NOtary Publie
Sworn and subscribed before me this
JUDITH W.DEER
Notary 'ublic.Washington,Washington C
My C ".o.OfilmlsslOn ExpIres January 28.1974
REQUEST FOR DISTRIBUTION
Accountants request that distribution be determined by the
Court in accordance with
in evidence at the audit of this acc
r Distribution to be offered
-
,.Observer •Reporter
WASHINGTON,PENNSYI.VANIA
PROOF OF PUBI.ICATION
In compliance with the NewspaI:er Ad·vertising Act of 16 May,1929,
P.L.1784,8JS amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personallyappeafled before mte,a Notary Public in and for said Comity
and State,~·J.J:;h.~..:r..(;L~..•.....gQW.~P..,who being duly S'w~rn
according to :aw,deposes and says tC:iat he is the ~.~.G.r~.t.~.r..Y .
of the ObservEr Publishing Company,a PtflnIliS'ylvania corporation,and Its
agent in this tehalf;that the s>aid Company is the owner and pU'blisher of
the Observer-Ii.eporter,sucC'essor'to The Was,hington Observer,established
September 18,1871,and The Washi:tlgton Reporter,established August 15.
1808,a daily .ews,paper of g3neral -circulation,printed and pUblished and
havin'g its pIa.::e of business at WaE,hington,Washington County,Pennsyl·
vania,where it or its prede·::essors have been'establis'hed and published.
continuousIy f·jr more than six monthSi prior to the publication of the notic€<
hereto at!taciEd;that the prjnted n·)tice or advertisement heretoattachec.
is a copy of an official advertisement,official notice;"legal notice or legal
advertisement.exactly a.s printed or published in the Obflerver·Reporter ill
its regular editionS on the following date or d'ates;.
......................~..~J?t~.m.R.~I t9..,.,?~,~p..g ~.Q.,J.9.§.~.:_.
that neither"·th'e affiant nor the Obeerver Publishing Company is·interested
in the sU'bje::t matter of said notice or advertising and that all of the aUega--
tion-s'of this affidavit as tc the time.~~nd cha~acter2!::f\1blicatian
aretme.~j
.............................................................:6!..~:V
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_._-~-.........._~.....~•.'m1P 'J~-~•._
'~EXECUTORS'NO,TreE .
ESTATE OF :YI~HAZEL EGAN.de·ce'ased.lah of Borough of 'East
Washington.Wash.Co.,Pa.,Letters '['estamentary upon theaboveesta:ehavir.g been granted
to the unda'signed;;all p~rsons hav-
ing claims agai~t'·the estate·arerequested'to.J'!l_~!~knownthe sam~to the undersIgned or hIS attorne~'and all J'persor.s "iildebtec.to the de-
cedent are requested to make pay-ment to 'the.undersigned.without de.-lay.~'''',~~.1'••
Wray;G.ZeItWraY4l,G.Ze;t,III
23 East Beau StreetWasl\lhgto:J,Pennsylvania
'.ZEQrl&g ZELTAttllr~~at,Law .231 .au Street r .
Wash ~on,P.~nnsylvan1;j.15301'l·..6821 :O.·3TI
Sworn to and
W.267,82
SUbSC~d before me this...JQ...day of§~pJ.~.mJ?.~~r.1968ifl~~~~~~l1'
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
,~,"...e
Washington Couitty Reports
~~
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
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 1:hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
".l
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1-
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EGAN,M.HAZEL.Dec'd."·,;"i'"
,Late of Borough of East'Washin~ton,Washington County;'Pen~a...,Executors:Wray'G.'Zelt &Wray G.Zeit,III,23 East Beau'St...Washing-ton,Pa..:"-!.",..
Attorneys:..-Zeit &..Zelt,23 East BeauSt..Washlngton,.P~..'.•
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929.P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF P~NNSYLVANIA(·SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,whu,being duly oworn,d<lpoiei ~nrl
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical fur said W:lshingtull County,publis'hed wl'.flkly having its
place of business at Washington,\Vashington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County.Pennsylvania,by orde·r 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 appt:alt:J ill tl,,~~J.id legal periodical in iu reB')].'i~~I1I'~nn the
following dates:
.....00 ••elj •• • •• •
~-/
September 19,26,1968...•••••.•..•·.._._.......•·.···-..~.••.••••••••H.,·••·.."...~..•...•._...._.•.•••••..•••
......Qc.t.o.be.r.3 19.68..
Editor
,=--=-./..
that the affiant or the corporation in behalt of whleh he Is al:Liug is lIut iull:.,·wtc.d
in the subject ma~~'d notice or adve~and~halof the allegations of
this affidavit as t~e,p'lac~d char~'f th cati6b aI'1 true.
-'o)[et4'.~-----,
Sworn
...}?;.~~/ay.of ?~.t9.Q~!196 ~.
.......~&r.;7'.,._._..
ary Public
KATHERINE C.YARD,Notary P
Washington,Washington Co.,P"a.
My Commission Expil'tls
November 1,1969
j
l1u't~r (@rp~au!i·(!lnurt nf lIIunqiugtnu aInuuty
In the matter of the Audit of Account in "
Estate of ,:M';-HAZEL EGAN I
r
No.1968,1188 ,19__,.A.A.
.',
...::..
Estate 0.£M.Hazel Egan
Wray G.ZeIt and Wray d.ZeIt,'III,Fiduciaries'
TO THE AUDITING JUDGE:
-.
Enter .our appearance for
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lL ,.70tl'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.
r-fl~~••
1968 1188No.__•J.9 •A.A.
In re Audit of Account in Estate of
·M.Hazel Egan,Deceased
~~
AUDIT
IJrarriprfnrAppraruurr
FOR'
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Wr~y G.'Zelt and
Wray G.Zelt,iiI
Attorney
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PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form,~
Estate of ~.:~.~~.~!~~.~.1968 -1188 .No .
Fiduciary ~Y:~§.y.G..~~~.J,:t ~D.g.:.
....................h!E.~¥~.~~.~~.~~.~.~, .
Deceased
Date of August 29,1968 .Date of September 10,1968
Decedent's death Grant'of Letters _..
This is the !..~.:~.~~~~..~.~~.~~_account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term ,.
Election to take
Under o,~will.(cross out one)
Date Election'Place of;
Fi led _..............Record :..
Name of surviving spouse None _-....~:·.0·.•·••.··•.••.·•··.·••••.•.•······.··.•••.···•····•••.•,
Ust issL-e,where material:
George A.Egan,Life Tenant ~
Margaret E.Miller,David M.Egan,John,F.Egan,James C.Egan,and Newark
Trust Company·of N~wark,Ohio,Trustees'of William F.Egan and Kathy Egan,
Remaindermen
,...
Did decede'1t marry ,.9fte~execution of will?(indicate)~:g~No.Any children born after execution of will?(indicate)
'J!...•
~.No.If answer yes,n~me them .
Fiduciary..if deceased or not sui juris
Remainderman
Remainderman
•'~),J..:
Interest•
Life Tenant·
,Remainderman
Remainderman
--Remainderman
Remainderman
Brotner-
Niece
Nephew
Nephew
Nephew
.'.
Geqrg,=A:Egan
Margaret E~Miller
David M.Egan,
John F.Egan.
James C.Egan
Newark Trust Company of
Ne~ark,Ohio,Trustees
for William F.Egan Nephew
and Kat~y Egan Grand-Niece
Legatees oJ:'
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if
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List,if exceptions to aboye:
None,'1.;
Adeemed:
.,
.~,
Rex~ked:
'\
Lapsed:-Abated:Give Cause:
If partial intestacy,give facts:
None
Notic~to interested parties.Have all parties,having etther 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 c::J11 of audit?Yes.No...
'.'..'.. ,None .If any exception give cause:.
File copy of Notice -<•
and da.t;of mailing p.~p.tE?~~;;:..~.t J~.7.9.-.
'<'I.-/9',l.i-',""t...~
.,J ...........
Is estate subject to the filing of a Federal Estate Tax Return?~~.~~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount$~.~~.~.~.~.~.:?~.
If the Will makes any portion of estate subject to a Iife·estate,give name and birth date of life tenanL .
George A.Egan,August 19,1887,
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as requi re interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
_~_..._.olo......~...........~
Balance for distribution per account,on sales price
Itemize any additional debits not shown by account:
-,
O~r2/20/70 b~sed
$.}.!}.~.?!.?Z.?..:.~.~.....
~2~OO
:::J ::J:.G.
Total additional debits (Add)-IItemi~~any "additioIJ91 c~~dits not shown by account:
Mellon Bank,Safety Deposit Box
Reg1ster of wil1s;Tentative bal.
C Pa.Inher·lTax hountv~cnoo I HOrOU!TaxesRe.palTS to domlcile--35.98,Judith W.Notarv Fe~--S 0 75Totaladditlonarc~dits \;)ubtro r·,
Balance for distribution
$
Deer 60,~~t\;'~a,.--~
If balance for distribution is not in'cash;list-each ,item held in ..kind,.giy.ing appraised Vqlue '(or distribution Value);.-......-.........-
House and lot,345 E.Beau st.,Wash.,Pa.,$40;000.00;23,362'sha'res of
Texaco,Inc.;First Fed.Sav.&Loan Assoc.of Wash.,Pa.,$11~372.41;
Promissory note,John F~Egan,$5,000.00;Hqusehold-furnishings,$5,000.00;
Antique jewelry,$1,070.00;1950 Ford Coupe $100.00~,
To be sold,and appraised upon death of.life tenant ..
_~~=~---'-~"-'-.~~=~c,
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.....:......
"-.
If Family EXemption claimed by Petition,give place of-Record:N9.~~_.
If Family·Exemption isclaimed at audit,give name,·relafionship and basis for Claim:.~:.
List any advancement or distribution on account that has been made,and n~ure and amount of same:
~<'1,."....'-An'-·account will be filed .upon death ..,of life't(:nant~A "..'.
"..<.
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuar{shares being stated in proportions:
GeQrge A.E~an,'·Life Tenant
Margaret E.·Mi l1er,remainderman
David M.Egan,remainderman
John.F.Egan,remainderman
James C.Egan,remainderman
Newark Trust Company of Newark,Ohio,Trustees for
William F.Egan and Kathy Egan,remaindermen
.'
COUNTY OF WASHINGTON,5S:
COMMONWEALTH OF PENNSYLVAN IA.
...,
.-The above';iamed Fid~cia~y-or repres;~tative thereof,
being duly ~~~.~~doth depose and say
that the facts .set forth in the foregoing petition are true.~.',~And your petitioner will ever pray,etc.
h b '.:.'.'f';"'I,hi ski d d b I'ftotees·.0 ...,:..;.........................now e ge an e Ie .
·Sworr:.~."'<~.\d ·b'd 'cd Idh·'·······.·~:.:.~..::to an subscn e before . ,~---."-'~/
me ti;::-t!fl~/0(ftf-:;:;;Z;ijj~__l ~JO--_m mH:f.;0_'____'mm_a::.-..--..--- .
Signature ·of Offjcer !........../....'..,
T·tl f Off'JUDITH W.DEER .
I'e 0 Icer Notiir};"Pub1ic;Washlh~~fr5in']osiimglbil-e(;:•••••
Offl'ce'My ComMi~'io'"E,!'i:w;ianuary n,1974expires .
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1968 -1188
No.
Estate of.M.Hazed Egan....._---,;--_-_o.__..
Deceased
Fiduciary__.~;-_~¥....~_~~.~_;I;t ..~.~g.__.....
Wray G.ZeIt III
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent..
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Cop<of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real:estate.
9.Signed and iJ"emized elections if any
distribution .in kind.
10.Copy of Fed~ral Estate Tax return if es-
tate is subject thereto.
.......-..---..----.--.WrGy..-G.•---Beit--I·:r.Jt~~~~;···
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JAW-OFFiCES
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"'\'~;.':c.~E:..,,::
\.:t;..J;....y G":;.~.,:::!:
-,:.......~_:".....t
2:;EAST BEAU STREET
WASl-:INGTON,PA.15301 ANEA CODe:412
PHON~225-3420
PHONE:225-2226
Sept.ernber 3,1971)
Mr.George E.Egan
345 East Beau Street
Washington,Pennsylvania 15301
RE:~state of Mu Hazel Egan
Please be a~vised that Wray G.Zel~and
W~ay G~Zel~=I~,E~ecu~crs of the Estate of M.Eaze~
Egan,decease~,have ~~led their First &Final ACCOLDt
to No.63-68-1188 in the Orphans 'Court of .Washingto~
CO"t..:r~t.yI Perlns~..?1'lani2l;'ai1d ·tl'le sa~~e '\.vill be callec.fc':c
.!J,:uC:i-t on ':::'uesc.a::/;Sep·tel·t~.)er 15 I 1970 ,at.10:CO 0 I clock.'
A~~.:in ~he Crpha~sY Court Room,Court House,Was~ingto~,
:::'eL:-:sy1vanic.,a.'::\",hic::--~'::i::'-~le you mc.y appear and be heard,
yetl so desire.
ZELT &ZEL'I'
By ~...,...-_
'V'lGZ:jd
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
j
IN RE:
ESTATE OF
M.HAZEL EGAN,
Deceased.
)
)
)
)
)
)
)
No.1188 of 1968
BEFORE:
APPEARANCES:
TIME:
HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
ZELT &ZELT,:lrSQS.,of Washington,Penna.,
representing the Accountants.
Tuesday,September 15,1970,at 10:00 o'clock
A.M.,EDST.
aiII:III~THE COURT:Number 1188 of 1968,the estate of Hazel M.Ega ,
II.IIIII:t deceased.The Executors are Wray G.Zelt &Wray G.Zelt,III
::J00oU~and the attorneys are Zelt'&Zelt.Mr.Zelt?:u
iii:~MR.ZELT:This is a little more complicated,Your Honor.
This decedent left $6-;000 odd dollars and named me and my son as
Executors.Naturally,we too~out Lettersff'estamentary.Ther e is
a life tenant.We paid the the Estate Tax on the life tenant.
THE COURT:
MR.ZEU.T:
Did you get a closing letter?
No.But it's been audited and the auditor says it
There's no com lications because it's stock.And in ord r
to benefit the remainderrren,we took advantage of Section 714,r
2
tfuiink is the number,of the Inheritance Tax law,which says that whe e
-'
there is a life tenant or if he dies withii!![lhree months,you can pay
tax on the value of tl--e remainder as such.Now this stock was Texa;c
stock.And at her death,well,it sold at 70.Now it's about 50.
THE COURT:
~z·~MR.ZELT:
.J>-UI~THE COURT:
IIIII.
I'd say about 30.
Well,it split.
Yes,that's true,it did.That would make it abou
this case.And I think we saved them about 125 thousand bucks.
als0 elections which I have to file in the Prothonotary's Office and t
of secretaries.I have a lot of paper here authorizing me to retain
No.i\nd my son and I are trustees and the mone-
In any event;are there any outstanding claims,
So in order to take advantage of that tax benefit,
60.
MR.ZEf:5T:
Mr.Zelt?
MR.ZELT:
can't get away.And I have a lot of papers here.I have had a change
we sold,or we fileG a supplementary RCC which is necessary in
advantage of 714.So I am going to give all these papers to Mr.Har..
the Texaco,rather than selling it,which they should have done.An
THE COURT:
'ci.e
ClziUI0(~
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II:~UIiie...0(
Uii::J.,
:z:::N
viII:III~II:0ll.
III
II:
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e
and then collect them back later,
THE COURT:All right.We will try to figure out a distribution
MR.ZELT.:Well,we want the distribution to be in kind.
THE COURre:I understand.Is the Ie anyone else in Court
3
'interested in this,decedent's estate?,".
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.,,
THE COURT:
Court,
(~Q.'RESPONSE:-)
The audit o(th'is account is 9tdered clos'ed by the
(AUDIT CLOSED)
e'
.'I!'-/"~
=3'z'0(>'
g-.1 hel'eby certify that the proceedings and evidence are contained-z
z "",~'tully ~d accurately in ~he notes taken by me'{Jn the hearing of the above:z .
:0
."~cause,.and the.t '~hia'copy is,~c~rrecttr4\tl$crlpt of the same.:r'UI<'~..'
titl-UIo
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ffi .The;foregoing l'ecor-dof'ihe proceedings uPo#.tbe,hearing otthe'~"''-,,'.o •,"•".
.i.hove cause is he~eby approved'and diredted to be filed.l-ll:'::IoU -•
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WRAY GRAYSON ZELT III
ATIORNEY AT LAW
2·3 EAST BEAU STREET
WASHINGTON,PENNSYLVANIA 15301
4I2X~~228-3000
February 7,1974
Jay W.Troutman,Esq.
316 Washington Trust Building
Washington,pennsylvania 15301
IN HE:Estate of M.Hazel Egan
Dear Mr.Troutman:
Enclosed find.a summary sheet prepared by the
accountant for the Trustees in the Estate of M.Hazel
Egan.
Please be advised that I have filed an Amended
Audit Petition which I assume the Clerk will send or
deliver to your office.
III
c'L_--------"
Very
Please call me if you find that it is not in
trU';;::?,/~-;;
WGZ:cjm
Enclosure
order.
WRAY GRAYSON ZELT III
ATIORNEx AT LAW
23 EAST BEAU STREET
WASHINGTON,PEr-"NSYLVANIA 16301
412X~~228-3000
February 11,1974
Jay W.Troutman,Esq.
316 Washington Trust Bldg.
Washington,Pennsylvania 15301
IN RE:Estate of M.Haze:!:Egan
Dear Jay:
The enclosed Elec~ions to Take in Kind should
be attached to our amended Audit Petition.The latter
was filed at the Register of Wills Office on February 7
with instructions to send it to you.
Wra
WGZ:cjm
Enclosures
IN THE COURT OF COMMON PLEAS OF WASHIN~TON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
In re:
ESTATE OF M.HAZEL EGAN,
Deceased
ELECTION
)
)
)
)
)
No.63-68-1188
The undersigned beneficiaries of the ,residuary
estate of M.Hazel Egan,the decedent above named,upon the
termination of the Life Estate created by her Will,hereby
elect to have said future interest due them in remainder,
determined as of February 20,1970;and the undersigned request
Wray G.ZeIt and Wray G.ZeIt,III,Executors of the estate of
said decedent to report to the Department of Revenue~Commonwealth
of Pennsylvania,the assets constituting said residuary estate,
to have the value thereof duly determined,and to promptly pay the
Pennsylvania Transfer Inheritance Tax assessed and payable on
said assets.
WITNESS our hands and seals,as individuals,and the
corporate seal of Newark Trust Company,Newark,Ohio this 20th
day of February ,1970.
WITNESS:----------_______________(SEAL)
______~(SEAL)
_______________(SEAL)
(SEAL)------------------
NEWARK TRUST COMPi\NY
By
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IN THE COURT OF COMMON PLEAS OF WASHINGTON CCUNTY,
PENNSYLVANIA,ORPK\NS'COURT DIVISION
I '
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In re:
ESTATE OF M.HAZEL EGAN,
Deceased
)
)
)
)
)
No.63-68-1188
ELECTION
!! .
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The undersigned beneficiaries of the residuary
estate of M.Hazel Egan,the decedent above named,.upon the
ter~ination of the Life Estate created by her Will,hereby
ele~t to have said future interest due them in remainder,
det~rmined as of ~ebruary 20,1970;and the undersigned request
Wray G.ZeIt and Wray G.Zeit,III,Executors of the estate of
said decedent to report to the Department of Revenue,Commonwealth
of Pennsylvania,the assets constituting said residuary estate,
to have the value thereof duly determined,and to prom~tly pay the
Pennsylvania Transfer Inhe~itaLce Tax assessed and payable on
I'said assets."
,WITNESS our hands anQ seals,as individuals,and the
20thTrustCompany,Newark,Ohio ~his
r----+~_197~~~(SEAL)
____~__"___'_.(SEAL)
______~,...-(SEAL)
____________~_~(SEAL)
~I'I'N
c.orporate
ATTEST:NEWARK TRUST COMPANY
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNS'lLVANIA,ORPHANS'COURT DIVISION '
In re:
ESTATE OF M.HAZEL EGAN,
Deceased
ELECTION
)
)
)
)
)
No.63...,68-1188
The undersigned beneficiaries of the residuary
estate of M.Hazel Egan,the decedent above named,upon the
termination of the Life Estate created by her Will,hereby
elect to have said future interest due them in remainder,
determined as of F,~bruary 20,1970;and the undersigned request
Wray G.ZeIt and Wray G.ZeIt,III,Executors of the estate of
said decedent to r,~portto the Department of Revenue ,Commonwealth
of Pennsylvania,tne assets constituting said residuary estate,
to have the value thereof duly determined,and to promptly pay the
Pen.nsy1vania Transfer Inheritance Tax assessed and payable on
said assets.
WITNESS our hands and seals,as individJals,and the
corporate seal of ~ewark Trust Company,Newark,Ohio this 020
ATTEST:
1970.
NEWARK TRUST COMPANY
By----------...,------------
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
In re:
ESTATE OF M.HAZEL EGAN,
Deceased
ELECTION
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.No.63-68-1188'
The undersigned beneficiaries of the residuary
estate of M.Hazel Egan,the decedent above named,upon the
termination .ofthe Lif~Estate created by her Will,hereby
elect to have said!future interest due them in remainder,
determined as of February 20,1~70;and the undersigned request
Wr~y G.ZeIt.and \\ray G.'Zelt,Ill,Executors of the estate of
said decedent to report to the Department of Revenue,Commonwealth
of Pennsy1v~nia,the assets constituting said residuary es~ate,
to have the value thereof duly determined,and to promptly pay the
Pennsylvania Transfer Inheritance Tax assessed,and payable on
said 'assets.
WITNESS our hands and seals,as individuals,and the
corporate seal of Newark Trust Company,Newark,Ohio this 20th
February·day of ,1.970.----'---------~~~4~wud.!~-·_@_'_e:."q..~__'_(SEAL)
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ATTEST:NEWARK TRUST'COMPANY
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
The undersigned beneficiaries of the residuary
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In re,:
ESTATE OF M.HAZEL EGAN,
,Deceased
ELECTION
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No.63-68-1188
1970.
estate of M.Hazel Egan,the decedent above named,upon the
termination of the Life Estate created by her Will,hereby
elect to have said future ~nterest due them in remainder,
determined as of ?ebruary 20,1970;and the undersigned request
Wray G.ZeIt and ~ray G.ZeIt,III,Executors of the estate of
said'decedent to report to the Department of Revenue,Commonweal th ~.
of Pennsylvania,the as~ets cor_stituting said residuary estate,
to have the value thereof duly determined,and to promptly pay the
Pennsylvania Transfer Inheritance Tax assessed and payable on
said assets.
WITNESS our hands.and seals,as individuals,and the
.£corporate seal of Newark Trust Company,Newark,Ohio 'this ci?tJ-----...
daYOf~,
WITNESS :fl;f'fLF-if'n /
ATTEST:.NEWARK TRUST COMPANY
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The undersigned,being one o~.the residuary legatees
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rEGAN,DECEASED,retain ,as much of the stock .of Texaco,Inc.as is
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The undersigned,.being.one of the residuary legatees
the Will of M.Hazel Egan,Deceased,desires that WRAY G.
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under IIZELTandWRAYG.ZELT"III,Executors of the.ESTATE OF M.'HAZEL ,I
lEGAN,DECEASED,retain as much of the stock of Texaco,Inc.as is I
Inot needed for death taxes and expenses.2'50 administration,etc"I
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[IWitness:...!~-r-'~LJadGYg+
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The undersigned,being one of the residuary legatees,
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The undersigned,being one of the residuary legatees
Ilunder the Will of M·.Hazel Egan,Deceased,desires that ·WRAY G.I
IZELT and WRAY 3.ZELT,III,Executors of the.ESTATE OF .H~HAZEL 1"I..
lEGAN,DECEASED,'retain as much of the stock of Texaco,Inc.as is I
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Inot needed for death taxes and expenses of administration,etc.I
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In t4r Qtoun af Qtammon ~Jl1rns af lIus4ingtnn Qrounty,
Jrnnsylunnin,®rp4nnll'Qtaun f3iniswn
ESTATE OF N 63-68~1188o,,__~_~~~~:-_
M.Hazel Egan,
decee.sed.
First and FinalInthematterofthe.e _
....:.w.=·r:...:a.:.!!y~G..:.-=Z..:.e=.l..:.t_&:_W....:r_a~y:-G...:;._Account of_'
ZeIt,III,Executors
No balance
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5.00
$1,152,809.19
7.$0 A1«73 ?-S-Jl/??-\
$1,152,801.69
581.$0
6992.82
61 7 .62
40000.00
818.15
57075.65
63913.58
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$928639.50
5000.00
11372.u..l
5000.00
1070.00
100.00
4000.00
35812.40
Balance per account·_
Additional debit asked at amit
Balan.:e~_
Deduct Clerk's Costs &Receipts<--_
At'tomey.__---=Z:,:e:=l:..:t:....::&::.-..=Z:.,:e.::..:.lt
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Additional credit asked at audit
SCHEDULE OF DISTRIBUTION
ADJUDICATION AND DECREE
And now December 3/19 70 this.matter came on for hearing,
audit and distribution at this session and testimony taken;'and the;eupon,u~n due con,siderotion
ther~of t'5;b~~c..e for di~,tribution in the hands of the AC,countant.IS deter",!l~ed to be
$1,1 ,9 .09 and the account is accordingly confirmed;and It IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in aC,cardance with ,the
schedule of distribution hereto attached and made a part here f,unless exceptions hereto be flied
sec.reg.or on appeal be take·n herefrom s~c.leg.'
Russell Marino,C1e~k O.C.,costs certifying
peal estate to Recorder,
Recorder of Washington County.c,:>sts recording
cert~fication of real estate,
Wra~G.ZeIt,Esq.,&:Wray G.•ZeIt,III,Esq.,
Tes~amentary Trustees,residue,in trust under
the te~s of the will for George E.Egan,broth-
er,~s set out in the will,including the fol-
lowing assets,held in kind and distributed as
such at the value as shown,credit to be taken
by the accountants for funds advanced prior to
distribution by the Court:
Principal Personalty _
23362 shares Texaco stock st
Promissory note of John F.Egan
1st Feders.1 Savings &Loan Assoc
Hous~hold furnishings &:Personal
belongings
Antique jewelry
1956 Ford Coupe
Distribution,on account,
Cash on hand
Principal Realty -
Residence as hereinbelow described
Income Personalty -
1st Federal Savings &:Losn Assoc.
Cash advanced in distribution toTrustees
Cash on hand'
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REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF ~ASHINGTO~COUNTY
.BY THE CLERK .OF.'llIEo.RPHANS t COURT D"VISION .
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M.Hazel Egan,devisor,to Wray G.Z~lt,and tOWraf G.Zeit,
III,Testamentary T~ustees under the will of the devisor in trust
for George E.Egan,under th.e terms of the will,subject real estate
being all the right,title and"interest of "the devisor iJ~and to
parcel des'cribed as,VIZ:
ALL that certain two story-stucco house anc garage pn Lot 104.4
x 254.1 at 345 East Beau Street,East WashingtoI:Borough Pennsyl-'.
vania,described in Deed Book 795,Page 490 in tp,e Recor ...er of Deeds'
Office of Washington County,Pennsylvania.
CER~IFIED TO RECORDER:MARCH 5,1971.
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Two story stuc,:o hquse anq.g~rage on Lot 104,'4 x 254.1 at
345'East Beau'3treet,East Washington Borough,Pennsylvania,.,
described,in'Deed Book 795-:"490 in Recorder of Deeds Office,of
Washington cou~ty.,.Penn'sylvania:
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,t 55:5 I.
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The within named Accountant being duly sworn according to law,depose alld say that the above account
as stated is true and correct as-------~h~.¥.--------...verily believe.
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Sworn ond subscribed before me 1his __~_1.t:!.>......)
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day of ~,,:-~.?-.:--~':1~.~Y:..------------.-___19_2.~.>.-7J ,~-"~).~,.l;)~.-etJ;~-.-----.-.
:.~'-;:.f~~~OL J:MOORE,Notary Public:.I
·_.C >_.((~-\.,\-WashY;;"gton,Washington Co .•Pa.~'"h'.~:M:'Commis~ion Expires April 4,1977(\Y i::','.~
Washington County,55:I do certify that I have given legal notice to all persons
concerned of the filing of tthe within account in the manner
prescribed by Statu1e and Rule ~f Court,as evidence by proofs
thereof filed to No..--.14..2-:::_1-3_:;.~_B.Q ...
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Witness my hand and official seal this-..--~..7.---.-----..
day of -..-A·-~-4kt.-!5--~--..-.-··---....19.13 ~
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WrA,SH'lNGTON CO ..PA ..
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPH~~S'COURT DIVISION
NO.63-t,4-I/U
Trust Under Will of M.HAZEL EGAN,DECEASED
FIRST AND FINAL ACCOUNT"OF WRAY G.ZELT 'AND WRAY G.ZELT III,
CO-TRUSTEES .-'
June 30,1973
SUM MAR Y
S:C3~DU~E A
PRINCIPAL -PERSONALTY
Receipts
Disbursements
Page 2
Page 3
Balance
:1,010,115 55
11.689,90
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998,425 651:
SCHEDULE C
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SC3EDULE B
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~INCOME -
~Receipts
'I Disbursements
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PERSON~.LTY
Page 4
Page 5
Balance
205,112 48
204,105'60
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1,006
PRINCIP,M.-REALTY
Page 6
Page 6
Net Balance
Balance
40,000 bo
00 bo
40,000
$fJo,039,432
Trust under will of M.HAZEL EGAN,DECEASED
June 30,1973
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PRINCIPAL -REALTY
Real Estate situate at 345 East Beau
S-reet,East Washington,Pa.
INCOME -~ERSONALTY
23,362 shares Texaco,Inc •..,!'
First Federal Savings &Loan Assoc.
Household furnishing~
Antique Jewelry
Promissory note of John F.Egan,dated
May 26,1962,due May 15,1964,with 6%
interest (no interest has been paid)
'="-='·=~:=='=·-'==''''n'=c~".
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THE BALANCE-CONSISTS O?THE -FOLLOWING:'r
PRINCIPAL -PERSONALTY
First Federal Savings &Loan Assoc.,
Washington,Pa.,savings account
Cash balance ~n bank."
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PRINCIPAL -PERSONALTY
Total per ,decree
Cash balance on hand
Cash distributed on account
11,372 41I I
II III5,0 00 00 ilI'IIHouseholdfurnishingsandpersonalbelOnging,1 5.000 0011
q 1,070 00 il
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III'4,0 00 00 I!
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II 35&l21~
II 9'90,994 31 II
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Plus amounts erroneously charged,to j.I:~~i~~~~~;~~~~r:~z:~:1 E~~~:~a~~c~~~t II II
Maintenance of life tenant and real II Ii
estate (Page a-~5,273.89 ,I Ii
and on'Supplement to First and ',II Ii
Final Accoun~-1970 school,borough 'II'11
and county taxes,581.80 I'5569ii
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Ant.ique Jewelry
1950 Ford coupe
RECEIPTS
23,362 shares Texaco,Inc.
Promissory note of John F.Egan dated
May 26,1962 due May 15,1964 with
interest at E%.
First Fede~al Savings &Loan Assoc.,
savings account ,
:',lReceived of Wray G.ZeIt and Wray G.Ze1t II
co-executors of fue Estate of M.Hazel Egan,;1
Deceased,awarded at Decree of Distribution I
dated December 31,1970,at No.63-68-1188
'ffor the purposes specified in the will,
palance,viz:
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~,SCHEDULE A
[
Trust under will of M.HAZEL EGAN,DECEASED
June 30,1973
Brought Forward
Apr.19,1971 Refund of Pennsylvania inheritance tax
overpayment
Investments Purchased
"i 996.850 00 'I~
13,265 55 I,
Nov.10,1969
Apr.12,1972
Apr.12,1972
Oct.18,1972
$2,000 U.S.Treasury Bill purchased
Mellon Bank -savings account
Cornmerctal Bank -savings account
1,000 shares Atlantic City Electric Co.
cornmon stock purchase
Total
Less cash dis0ursed for purchases
Sale and Conversion of Assets Without
Gain
1,928 92
22,000 00
22,000 00
21,875 00
67,803 92 I
67,803 92 000 00
- 3 -
Cincinnati Gas &Elec~ric Co.-
dividend claimed by payor
Russell Marino o.fili:lg fee
Mellon Bank -safe de~osi~box-1971-2~3
C.H.Spencer,JR~,C.~.A.includin~
preparation of tax returns
and preparation of this A¢count
Torn Douglass -appraise household goods
Julian I.Fine -appraisal of real,estat
Observer-Reporter -advertise house
for sale
ZeIt &ZeIt -attorney fee
Apr.
Nov.10,1969 $2,000 U.S.Treasury Eill
purchased
Apr.16,1970 Redeemed
Apr.12,1972 Mellon Bank -savings
account opened
Oct.18,1972 Account Closed
Apr.12,1972 Commercial Bank -savings
account opened
,1973 "Account Closed
DISBURSEMENTS
1,928.92
1,928.92
22,000.00
22,000.00
22,000.00
22,000.00
00 bo
00 00
00 PO
27 :)0
25 75
36 )0
850 )0
500 )0
0")0100
50 Do
19 p8
9,500 Do
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Trust under will of M.HAZEL EGAN,DECEASED
Brought forward
Loss on Sale of Assets
Oct.18,1972 'i 1000 shares Atlantic City Electric Co.
common stock purchased '1
Mar.29,1973 I Stock Sold
Loss
June 30,1973
i F '~I~I :'!11,108II 'I
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21,875 00 \i
21.293 43
581 57
~11,689 90
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
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87,447 24,"-
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115,951 69:
57,075 65
818 15
63,913 58
5,855 69 ,
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86,205 78 I87426I.,
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Dividends
Ii:;Atlantic C"i ty Electric Co.-common~,,Iit 1000 shares -1/15/73
l Texaco,Inc.-common
,23,362 shares-3/10/jl through
3/9/73
Columbia Gas System-common
,;2,277 shares-ll/15/G8:~
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Received of W~ay G.Zelt and Wray G.
:Z~lt III,co-executors of the Estate of
M.Hazel Egan,Deceased,awarded by
,i Decree of Distribution dated December
;31,1970,at ~O.63-68-1188 for the
purposes specified in the will,
!balance,viz:
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i:First Federal Savings &Loan Assoc.
:Cash balance on hand
ii Total per Cecree
Less amounts erroenously charged to
pr1ncipal on First and Final ·Account
of Estate of M.Hazel Egan-Care and
maintenance of life tenant and real
estate (Page 8)5,273.89
,and on Supplement to First and
Final Account-1970 school,
borough and county taxes 581.80
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Trust under will of M.HAZEL EGAN,DECEASED
June 30,1973
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DISBURSEMENTS
Care and Maintenance of Life Tenant
,.and real estate from death of
Testatrix to February 10,1973
i Bessie B.Jones -wage of housekeeper
:U,.S.and Pennsylvania taxes withheld
J from Bessie B.Jones salary and
~remitted to taxing authorities
;1 Utility services at Egan residence'i (gas,electricity,Kater,sewer,
Ii telephone)
i:i Groceries and supplies
Iii Anderson &Pollock -insurance
:11 Newspapers
iPlumber,electrician and other services
'I'Medical Expenses ,J~i Immaculate Conception Church-contribution
I:!Internal Revenue Service -GeorgeIiiA.Egan's income taxes
[}i Pennsylvania Department of Revenue -
I;;George A.Egan's income taxes
11:Cash distributions to George A.Egan
l~Cash distributions to George A.
Ii!Egan Estate
hi Malcolm L.Morgan,Treas'.lrer
~.1971-2-3 county taxes
r'Er~est C.C~amblet,Collector
Ii 1971-2 bo~ough taxes
I 1971-2 school taxes
1971-2 occupation taxes
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943 60
188 73
I
10,676 00
1,158 14
2,527 12
4,699 12
398 00
297 97
81 20
3,862 79
390 00
74,389 61
1,516 b.2
90,415 00
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5,992 .kil
360 ~3
249 91
.'730 ~8
3 52,
1,713 55
$205,112 48
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Trust under will of M.HAZEL EGAN,DECEASED
""
June 30,1973
/Brought Forward
,
Trustee's Commission
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-===-r =
197,748021
Income per Supplement to First and
1'1 Final Accoun~of Executors ~I~'I Income per this Account (Page 4-;5)~,Dividends
':[1 Interest~:!Total Income
1:11 Commission-5%of $127,151.67
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!'il'II;iii!Less amounts paid on aCCO'l:.nt to
','i Wray G.ZeIt III
~-;'i Oct.22,1971
I:!Oct.26,197'1IiMar.15,1972
I,!Mar.15,1972
i .Jan.15,1973
i May 18,1973
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SCHEDULE C
PRINCIPAL -REALTY
RECEIPTS
:Received from Wray G.ZeIt and Wray G.II ZeIt III,co-executors of the Estate of
,M.Hazel Egan,Deceased,awarded at
!Decree of Distribution dated December:i 31,1970,at No.63-68-1188 for the pur-
l,poses specified in will,balance,viz:
I'IIi'i Residence at 345 East Beau Street,
i~East Washin3ton Borcugh,Pa.
I'i
iii:,i"I DISBURSEMENTSiiiII:
III None,,(1
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- 6 -
37,990 88
87,447 24
:1,713 55
T27,lST -67
6,357 58
2,803 44
151 89
467 124,
31'05
1,903 26
1,000 70
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6,357 58
204,105 60:
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Is 40,000 00;
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$00 00
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA.
ORPHANS I COURT DNISION
)
INRE:
Estate of
M.HAZEL E3AN,
Deceased.
(
)
(
)
(
)
(
No.63-68-1188
~BEFORE:.....,..
HEARING ON AUDIT
The HonorE-ble PAUL A.SIMMONS,Judge of the said Court.
TIME:
of Hazel-Egan.Th!='paP7rs,I,fhink,are in qr?er.,There wa
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ar:.AcIjudicaLon and :Uecree.The distribution of the assets
MR.ZELT:
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APPEARANCES:t-=~..:....lI!;j
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WRAY G.ZELT,III,Esquire,of Washington,Pa.,
representing the Accountants.
TUESDAY,September 11,1973,at 10:00 A:M.,EDST
The estate of Ml..~Hazel Egan.
This is the account in the trust under the will
depended upon,ior was aw.ai~ing the ,de.ath of the life tenant.
.~'...-,.
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He has passed away.There are no complications.There is n
.";t ~,$
real estate.It's s'imply a matter now of distributing the asset
which consiEt of numerous shares of Texaco stock.There ar
ccntained herein,elections to take in kindj"and otherwise,
distr ibution of the balance of the cash,one fifth each to the Ie atees.
THE COURT:Nothing requiring a hearing by the Court?
MR.ZELT:No.
THE COURT:Announce that,please,the estate of M.Hazel
Egan.
is ordered closed.
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MR.ZERMANI:
THE COURT:
Hazel Egan?
THE COURT:
Your Honor,I received no response.
Is anybody in Court iqter:ested in the es tate of
(NO RESPONSE)
Hearingno response,the audit of this account
( AUDIT CLOSED
I hereby certUy that the proceedings and evidence are conta tne
enogra.P.her
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eedtnga upon the hearing .ofTheforelOmgrecordofthepr
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1&1~tully and accurately tn tbe note.taken.by me on the hearins of the abov~
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u cause.and that the copy 18 a correct transcript of the 8ame ..J , •If'.t,..~,P~,
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the above cause ta hereby approved and directed to be filed.."'
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Form for Guardian or Trustee
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AMENDED
'rtitinn ~ur AUllit
1111 wqr ®rpqans·Olanrt of ,lIuJiqtugtnu mounty
J
~Kik T.J:lls.t Under.Will C?£.
M.Hazel Egan...........____.
minor-incompetent-li:e tenant
Filed 'at No of 196 ..
Fiduciary w.t:g,y,~..•.;~.e..l.t QJJ.g wr.gy.G.".
, :ZeIt III Co-Trustees.......................................1 -..
Place of record
of appointment._..
Date of t~ust.Au list 29,1968ox~~»t ~__.
If there have been former accounts
filed in this estate;list:
Account filed in Estate of M.Hazel Egan by.the Executors and
Decree of Court rendered on D~ceIriber31,'1·970.
Reason for filing this account....t..9.g,9.n.9..!.ggg :t.I.g.gtJ t.h¢.Q.~·P..~JA.9.J:9.:;:y..,.G.~:9.fg.~.,..A~~g~.~.I...
.having died on February 10,1973;,:.'
All persc·ns having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:'..'
James C.Egan -1/5 interest'
John F.'Egan .,.1/5 interest ,
Margaret'Miller -1/5 interest·'
Estate of David M.Egan,Mary Ann
Newark TrustCompany,-trustee 'for
f.t •• \
..
.Egan,.Ex~.cutr-ix -.1'/.5 interest
Willi'am F.'Egan -1/5 interest
All of said parties have receivec.notice as required by the Court Rules e_xcept as follows:
NONE
The fun:i now before the Court is subject to the following taxes:.
NONE ..
~.
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Set forth any legal problems requiring~adJudic·~tion by the..Court or diffic~lties th~t must be met in :distribution:
,-,
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Balance for distribution per account?
Additional debits not shown in account:
(Indicate whether income or principal )
(Personalty)Principal $~.~.e..,..~~.S...•..6.S..
(Personalty)'Income $~.,..a.0.£i ;.8.B:..
(Realty)Principal 40,000.00
TOTAL $1,039,432.53
See Schedule (Page 1)Attached
000.00
17,918.95
$t.1..".$.J1.!..~1:..
principal-Personalty $
Income---Personalty
Total ad&tional debits
Additional credits not shoWllJ in account:
(Indicate whether income or principal)
See Schedule (Page 2)Attached
.Principal-Personalty $2,438.19
Income-Personalty 8,400.53
Principal-Realty 10,543'.71
Income-Realty 711.73
T al dd"I d'$22 094 '16 'ot a ltlona cre Its {.~..
995,987.46 (Personalty)
Balance for distribution Principal $2..3.,.:z.4..4 5.6 {.Realt y)
Income $l.Q.,.5.2.5 3.0 H?e.rsonalty).
Total $.l.".9..J..?I..?:?.?..~..~.?..-,,__,--_oJ ....,._._..__----...-;;,..-5-...
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:,
23,362 shares Texaco Inc.at 39.75
Promissory note of John ,F.Egan
,dated May,26,1962
Household furnis~ings ,.
Antique Jewelry ,
Cash-Principal-personalty
Cash-Income-personalty
Cash-Principal-Realty
$
Vf
928,639.50
" \ .r."5,",00.0.•00_
3 i218\~75'.
1,070.00
58,059.21
10,525.30
28,744.56
$1,035,257.32
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I.SCHEDULE
RE:Trust under will of M.Hazel Egan
for Geo~ge A.Egan,life tenant
Additional debits not sho~in account:
Principal-Personalty
Household furnishings stolen-
insurance claim collected
Value per decree-Me Hazel Egan Estate
First Federal Savings &Loan Assoc.-
account closed '
Value per cecree-M•.~azel Egan Estate
$456.21
456.21
$00 •.00
$1:',372.41
'1'1.',37'2'.41
:$,,0:00.,00 $00.00
467.74
367.20
10,045.66
$12,913.95
Income-Perso~alty
Interest on 1st Fed.Savings &Loan
Asso~account by M.Hazel Egan Est.
Value per decree-Me Hazel Egan ~st~
For benefit of George A.Egan
till 2/10/73
For benefit of remainde=men since
2/10/73
Dividends received
April 1973-Atlantic City Electric Co.
June 1973-Texaco Inc.
Total
Refund of excess in::ome distribution
to Est.of George A~Egan-for First
and Fina:Account
Total
Total additional d:bits
(1)
S 818.15
818.15
00.00
2,038.35
3,000.00
'$17,9'18.95
,$1:7"918.95
SCHEDULE
RE:Trust under Will of ~.Hazel Egan
for George A.Egan,life tenant
Additional credits not sh:>wn in account:
Principal-Personalty
Administrative Expense
Short certificates
Filing fee for First and Final Acct.
Merrill Lynch,Pierce,Fenner &
Smith-cost of transferring T~xaco
Inc.stock
Clerical Services
Household furnishings abandoned by
the remaindermen '
Income-Personalty
Trustees'Commission-5%of $12,918.95
applicable to income
to 2/10/73 $101.92
applicable to income
after 2/10/73 544.03
Mrs.Edward W.Spriggs for services
to George A.Egan
Cash distribution to Estate of
George A.Egan,
Principal-Realty
Sale80f the M.Hazel Egan residence
Value per decree-Me Hazel Egan.~;Est.
Loss on sale
Income-Realty
Expense since 2/10/73
Advertising for sale
Care of lawn
Repairs to porch
Borough &School taxes
Utility services (gas,electricity,
water,telephone)
Total additional credits
(2)
$12.50
24.00
576.65
500.00
1',325.04
$645.95
5,000.00
2,754.58
$29 ,45·6 .29
40,000.00
$44.00
30.00
36.90
518.77
82.06
$2,438.19
8,400.53
10,543.71
711.73
$22,094.16
SCHEDULE
RE:Trust under Will of M.Hazel Egan
for Geo;ge A.Egan,life tenant
Su~gested distribution
James C.Egan
4,672 shares Texaco Inc.at 39.75
Household furnishings
Cash-Principal-personalty
Cash-Income-personalty
Cash-Principal-Realty
John F.Egan
4,672 shares Texacc Inc.at 39.75
Promissory note
Household Furnishings
Cash-principal-personalty
Cash-Income-personalty
Cash-Principal-Realty
Margaret Miller
4,672 shares Texaco Inc.at 39.75
Household furnishings
Antique jewelry .
Cash-Principal-Personalty
Cash-Income-Personalty
Cash-Principal-Rea1ty
Newark Trust Company
4,674 shares Texaco Inc.at 39.75
Cash-principal-persona1ty
Cash-Inco~e-Personalty
Cash-Principal-Rea:ty
Estate of David M.Egan-Mary Ann
Egan,Executrix
4,672 shares Texaco Inc.at 39.75
Household furnishings
Cash-Principal-Personalty
Cash-Income-Personalty
Cash~Principal-Realty
$185,712.00
1,204.00
12,281.49
2,105.06
..5,748.91
$18:5,712.00
5,000.00
442.50
8,042.99
2,105.06
5,748.91
$185,712.00
914.25
1,070.00
11,501.24
2,105.06
5,748.91
$185,791.50
13,405.99
2,105.06
5,748.92
$185,712.00
658.00
:'2,827.50
2,105.06
5,748.91
$207,051.46
207,051.46
207,051.46
207,051.47
207,051.47
Total distribution $1,035,257.32
(3)
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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 est3.te is being distributed:
See Schedule (Page 3)Attached
Total Distribution
."
$1;035,257.32
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Signature o(nfficer :..:0::..:tz7.~
::..~"I ':::~...':".::::'I"ti"E 7····.~_/";\:.'~':'";'.';,....v.·.Title:'\8£,Officer}::N:.o.1;al:Y .P.:ublJ..c .
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,.'•{5~," \~,•~...\..\.L~';'.CAROL J.MOORE,No}~ry Pub;,cOffIceexplres:;WSdIfH~'foli;.WIl.slii;ig'foii..Co::."FiC ..
~y Commis5ion Expiles April 4.1977
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly s~tQ.x:n doth depose and say that the
facts set forth in the foregoing petiti.)n are true to the
best of...the,y.knowledge and!belief.
~55
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.IN THE
OF WASHINGTON COUNTY
AMENDED
'tlition ~ur j\ullit
ORPI-IANS'COURT
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
':.
No of 196 .
~..
~Tr.ust Under W.ilJ..o.f .
......................M J:laz.e.l Eg.an ..
FOR.G.e.or.g.e.A .•:Eg.an.,.J...i..f.§.tenant .
minor-incompetent-life tenant
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Counsel for tKe>aiEo~ant sh:iitlrsubmit hei'ewith the
:fqUo~g,if pettjnent:~o£'"tJ.r-.:z:c:::;).J,.
',b.I:r.J 0 ':'i:'
Will Of'trusCfilstrument-atlgted."';'"
Inventory,<.n ~..
Signed elections of,items to be taken:'m kind-
if distribution account.
Stipulation or certificate by minor approving
account.
Praecipe for those represented.
Brief-for any question of law raised.
\,
.........Wr..ay G..A Z.§.l..t.:I.I..I .
Counsel for accountant.
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In the matter of the Audit of Account in
j
ZMMXX«TRUST UNDER WILL OF
M.HAZEL EGAN,Deceased:
TO THE AUDITING JUDGE:
No._______-'--_,19__,A.A.
Enter ~m!JY~appearJ.nce for 'Irustees in the above captioned matter.
-73'....-..=.:=r==::.=....---~.19__
N.B.-Counsel shall,by separate paper,pre3ent a concise statement of each
claim,with supporting calcLlation of any interest claimed.Objections
to an account as filed,shall be.concisely stated in a separate paper.
Council sugge:;ting proper dietribution ;shall file a separate concise state-
ment in that negard.
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No.,•19 •A.A,
In re Audit of Account in XKNX:xr
TRUST UNDER WILL OF
,M._HAZEL EGAN,Deceased.
AUDIT
Jrarripr for i\ppraraurt
FOR
_TRUSTEES
Wray G•.ZeIt III,
~2
Attorney
Form for Guardian or Trustee
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lin ID~r (@rpqaus·Olnurt of lIaBqingtnu arnunty
ST UNDER ~WILL -'~'OF~~~",,~~p.""""''''''''''''''''''''''''';;;';;'~:':'':''''~::'~.
...............................M HAZ,EL E.GAN _ .
Filed at No of 196 ..
.'
Fiduciary .w.!".~.Y.G..~~§.!.t:~P,..g.w.;J;,~y §..!..
For §.~.Qg§.~~.~~§.~.L..~.~.~~!:~.~~.~.!:_.
minor-incompetent-lifetenant
•.Ze.l.t III Co.::.Tr.u.s.:t.ee.s ..
Place of record .
of appointment.._..
Date of trust~~~A1JgJJ.~~f..~.,!.9.§§.
If there have been former accounts
filed in this estate,list:
Account filed in Estate ·::>f M.Hazel Egan by the Executors and
Decree of Court rendered~on December 31,1970.',.
.
All persons having any interest,vested or contingent (including claimants),In the fund now before the Court,
with the nature of their interests are:,
"
Reason for fil~~~1i~~ccdin~.d....O*9..F~.bi~~i~.~i'g.;~l~.1'3'~.~~....~~?~.~.~.~.~.~:l..!......~:.?:.~.:...~.~.....~~.~.~.~....
James C.Egan 1/5 interest
,John F.Egan'1/5 interest.·
Margaret Miller-1/5 interest
Estate of David M.Egan -1/5'interest,
Newark Trust Conpany,truSee f~r William F.Egan -1/5 interest
I •
All of said parties have·received notIce as required by the Court Rules'except as foll.)ws:
NONE
The fund now'before the Court is subject to the following taxes~
..........,<.~1-
NONE
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
NONE'·
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Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
INCOME
utilities
(gas,electricity,telephone,
water and sewerage)
Ernest C.Cramblet,Collector
1973 School and Borough Taxes
Postm~er -certified mail
(Continued on attached sheet)
Principal
Income
$82.16
518.77
1.65
Total additionai debits
.£...4 7 '34 3.7'4 .$~.I ..
•I$~:..~.8.B."..7.3 ..
6,177.58 (Income)
$~~.~..?..~..~..q J~E~.!lci pa1)
Additional credits not shown in account:
(Indicate whether income or principal)
INCOME
Texaco,Inc.-~une dividend
G.C.Murphy-rrune dividend
First Federal Savings &Loan
Atlantic,CitVlElectricPRINCIPACpr1a1V10an)
Proceeds from Insurance Company
Proceeds from sale of house
Hand Money for sale of house
$10,045.66
300.00
14,687.58---'
367.20
$456.21
28,456.29
1,000.00
Total additional credits
25,400.44 (Income)
$........~.~.II.~.l..~..,..::?..Q......tr.:*-.!J1Ci palJ
Balance for distribution Principal $7.J?1..;§g..?..!..~.9..
Income $!.~..f..~..~.!.~..~.~_.
Total $~.§..~.Q.~..Q ..4J ..".---~-----'":-.-....,------:._.....-
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:'
James C.Egan -4,672 shares Texaco Inc.
John F.Egan -4,672 shares Texaco Inc.
Margaret Miller -4,672 shares Texaco Inc.
:Newark Trust Company -4,674 shares Texaco Inc.
Estate of David M.Egan -4,672 shares Texaco Inc.
(Mary Anne .Egan,Executrix)
Total Value of Texaco stock as per Adjudication and Decree of
December 31,i970,in the Estate of M.'Hazel Egan -'$928,639.50
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TRUST .UNDER WILL OF M.HAZEL EGAN
Additional debits:
INCOME (Con't)
III
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Merrill Lynch,pierce,Fenner
&Smith,Inc.(transfer of
Texaco stock]
Mrs.Edward W.Spriggs
(services rendered to G.A.
Egan as per agreement by
executors under will)
PRINCIPAL
Observer~Reporter
(advertise sale of house)
Register of wills
(filing account,sho~t
certificates,etc.)
Miscellaneous expenses involving
sale of house
Clerical
$575.00
5,000.00
$44.00 I
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35,';60 I'I
67.90
I500.00
'.-
Set forth accountants suggestion as b manner and form of distribution t~be made,awards to be state6 in pro-{
portions unless specific amounts or items are designated by instrument under which estate is being distributed:j..l
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Coames C.Egan -$19,895.83
John F.Egan -$14,4l37.32
Margaret Miller -$20,185.58
Newark Trust Company -$21,089.•84
Estate of David M.Egan _.$20,441.83
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COUNTY OF ,\VASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~ss
The above named Fiduciary or representative thereof,
being duly .s.wr.arn doth depQl;e and say that the
facts set forth in the foregoing petition are true to the
best of t.lle..i.x;knowledge and belief.
.............s.w.Q.RN......to and subscribed before me
This•.........•U1;h day 37§.~l?:~!!!1?!1 1~n
....:).~;~SIgnature of Q£f.lcer :,..,.........,-.~--..fl·iltt'j.,...'~_~
.r.>"....~.\".J~iiCAR0L J.MOORE.Notary PublicTItleof'OfJIc~r Wa'$hiiigtO'rr;.Wa;hirrgte:m.e\)';Pa.;__.
.--.~(t-A'lCommission Expires April 4,1977
Office exRires?_:.·_./1 ...-:c!.\....;-J ~'::'\d
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And your petitioner will ever pray,etc.
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IN THE
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ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM .USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No :of .196 :..
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~....TRU.S.T.....UNDE.R....WILL....OF.........
.............M.HA.ZEL EGAN ,,.
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FOR.Geo.r.g.~A Ega.n:.,,.bene:fi,iciar.y·). .-.d
.........g,ng !.:t.,f.~t.~p..g..D.t.,,...............\
minor~incornp"leJll-liCe tenant .•
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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.
Counsel for accountant.
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ELECTION TO TAKE IN KIND
___J_o_h_n_F_._E..::g~a_n ,being one
cf the legatees under the will of M.Hazel Egan or otherwise
pursuant to the terms of the will of M.Hazel Egan,do hereby
elect to take my entire proportionate share of Texaco Stock,
contained as part of the asseta of M.Hazel Egan Estate,in
kind and request that the Court make an Order of Distribution
in accordance with this electivn.
ELEC?ION TO TAKE IN KIND
I,Newark Trust Company,Trustee ,being one
-,'
of the legatees under the will of M.Hazel Egan or otherwise
pursuant to the ter~s of the .will of M.Hazel Egan,·do hereby
elect to take my entire proportionate share of Texaco Stock,
contained as part of the assets of M.Hazel Egan Estate,in
kind and.request that the Court make an Order 0=Distribution
in accordance with this election.
NEWARK TRUST COMPANY
......;.,.....".
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ELECTION TO TAKE IN KIND
~Yl_a_r..::g~·a_r_e_t_M_J._·l_l_e_r_~,being one
,
of the legatees ~nder the will of M.Hazel Egan or otherwise
pursuant to the terms of the will of M.Hazel Egan,·do hereby
elect to take my entire p~oportionate share of Texaco Stock,
contained as ~art of the assets of M•.Hazel Egan Estate,in
kind and request that the Court make an Order 0=Distrip~tion
in accordance with this election.
-~---~"-'--
'.'
ELECTION TO TAKE IN KIND
Marv Anne Egan,Executrix of Estate
I,o~D~vid M.Egari ,being one
of the legatees under the will of M.Hazel Egan or otherwise
..
pursuant to the terms of the .will of M.Hazel Eqan,do hereby··
el,ect to take my ·3ntire proportionate share of Texaco Stock,
contained as part of the,assets·of M.Hazel Egan Estate,in
kind and request ~hat the Court make an Order of Distribution
in accordance with this election.
ELEC?ION TO TAKE IN KIND
__J1_a_m_e_s.....;.C..;.._E...::g:.;.a,;.;,n__~,being one
of·the legatees under the will of M.Hazel Egan or'otherwise
pursuant ·to the ter~s of the will of M.Hazel Egan,do hereby
elect to take my entire p~oportionate share of ~exaco Stock,
contained as part of the assets of M•.Hazel Egan Estate,in
kind and request that the Court make an Order of Distribution
in accordance with this election.
,.'.,
IN THE COURT OF COMMON ?LEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORP3ANS'COURT DIVISION
IN RE:TRUST UNDER WILL OF
M.HAZEL EGAN
)
)No.
)
ELEC~ION TO TAKE IN KIND
I,JOHN F.EGAN,Being one of the legatees under the
Will of M.Hazel Egan do hereby elect to take in kind a certain
share of the furniture and jewelry owned by M.Hazel Egan at the
time of her death and remaining at the time of the expiration of
the life estate\:~of George A.Egan as follows:
Furniture--various items chosen by agreement between
all legatees,exec~tors and trustees in ~he amount of
$442.50.
Jewe:ry in the amount of NONE.
I fu=ther elect to take in kind by ·~ay of subtraction
from my share of the proceeds of the estate of M.Hazel Egan a
lesser amount than the other legatees by reason of my indebtedness
to M.Hazel Egan and her estate in the sum of $5,000.00.
I request that the Court make an Order of Distribution
in accordance with this election.
/
I ~''-...J
IN THE COURT OF COMMON PLEAS OF WASHINGTON COl~TY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST l~DER WILL OF
M.HAZEL EGAN
NO:0-------
ELECTION TO TAKE,IN KIND
I,JAMES C.EGAN,being one of the legatees under the
will of M.Hazel Egan d~he~eby elect to take in kind a certain
share of the furniture and jewelry owned by M.Hazel Egan at the
time of her death and remaining at the time of the expiration of
the life estate of George A.Egan as follows:
Furniture--variousc i temsphosenby ag~eement bet\\,leen
all legatees,executors and trustees in the amount of
$1,204.00.
Jewelry in the amount of NONE.
I request that the Court make an Order of Distribution
~n accordance with this aection.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COt~TY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST CNDER WILL OF )
)N0:
)
ELECTION TO TAKE IN KIND
I,MARGARET MILLE~,being one of the l~gatees under the
Will of M.Hazel Egan do hereby elect to take in kind a certain
share of the furniture ~nd jewelry owned by M.Hazel Egan at the
time of her death and remaining at the time of the expiration of
the life estate of George A.Egan as foiiliows:
Furniture--various items chosen by agreement between
all legatees,executors and trustees in the amount of
$9!4.25.
Jewelry in the amount of $1,070.00 •
.I ,request that the Court make an Order of Distribution
in accordance with'this election.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:TRUST UNDER WILL OF
M.HAZEL EGAN
)
)NO.
)
ELECTION TO TAKE IN KIND
I,MP.RY ANN EGAN,Executrix of the Estate of David M.
Egan,Deceased,being one of the legatees under the Will of M.
Hazel Egan do hereby elect to take in kind a certain share of the
furniture and jewelry owned by M.Hazel Egan at the time of her
death and remaining at the time of the expiration of the life
I
I estate of George A.Ega~as follows:
Furniture--various items chosen by agreement between
all legatees,exeC".ltors and trustees in -:he amount of
$658.00.
Jewelry in the amount of NONE.
I request that the Court make an Order of Distribution
in accordance ~ith this .ele~tion.
\
!/
TRUST U/W M.HAZEL EGAN'
Total Principal-personalty Income-Personalty Principal-Real~
Balance per decree $1,152,801.69 page 2 $990,994.31 page 4 $121,807.38 page 6 $40,000
Correction 000 "2 (+),'5,855'.69 "4 (=l2..L855.69
Corrected balance 1,152,801.69 "2 996,850.00 II 4 115,951.69
Additions '102,421.'34 II 3 '1'3,265'.'55 II 4 87,447.24
"5 1,71'3.'95
Total 1,255,228.03 II 3 1,010,115.55 II 5 205,112.48
Deductions .215,795.50 II 4 ' , ,'1'1,'68'!),•'9 0 II 6 204,105.60
Balance per 1st and
Final Account $1·,039,4'32.53 'PrlCJP.1 ''$:'9'9'8','42:5'.'65 Page 1 1 1,006.88 page 1 $40,000
(1).(2)(3)(4)
Co1.(1)= (2)+ (3)+ (4)
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-N~11~80 RECORDER'S OFFICE~~RECEIVf!J~OF ~..:.:-{5:/!!:~;:~P::~{!f.!.-~::~-;;.;o~:b,"co"""
Fees $..6./1])......'t?f ~!.;J /I
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Certificate and SE.al $....................~et'4IC
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PRESENT RECEIPT WHEN LIFTING INSTRUMENT
Washington,Pa.,:I...~~.Z/19 ..
Registration Fee $.
Sati,faction 000000 °o'01F',';.~~~:~~~~~~..
Total $_.-Recorder of Deeds-'State Realty Tax ..•$..
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LAST WILL A~~.TESTM~NT
I direct the payment··out of my estate of the.
I,M.HAZEL EGAN,9f..the .Borough of East Washington,
1.
that in addition to the income of said trust estate,.my
ITrustee 'may expend so'm~ch of'the
I;f said tros t estat~as they deem
.1 f~r the pl:oper maintenance·,care and comfortable living
of my saie brother,George,E.Egan,as'well as to meet, I '.
,any unusu~l expenses incurred by or for him by.reason
,of sickJess or other emergency,including funeral or ;.\'.,I .
.burial expense.s.It is my'desire that my Trustees use
'd I I..d . d ..'h f h fw~e 'at~tu e ~n .e;:erm~n~ng Wl.at part 0 t e corpus .0
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my estate my said brother shall need for a comfortable.I ' . .
living,.land the limitation I have'placed on the·use of
the corpus is not tJ be interpreted to deprive my brother,
lGeorgeE.Egan,of such use of it as.I .I .
provide lhim a comfortable ·living.I
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Washington County,Pennsylvania,do hereby make my Last Will and II
Testament,and revoke all'Wills'by me at any ,time heretofore'~adelii
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and remainder of my estate,real and personal,to'Wray G.'Zelt,
expenses,of my illness and funeral.
Esq.'and Wray G.ZeIt III~Esq.,..or,the .survivor,IN TRUST,
nevertheless,f~r the following uses and purposes:
IIdir,~ct my Trustees to pay the net income'fx:om
said.tJst estate to my'brother,George E.Egan,of,
,Washington,pennsYl~ania',in monthly payments,f.or and
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;during ~he term of his natural life;PROVIDED,HOlf.EVER,
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interest tc the Ne~';2.rk Trust 'Company,Newark,
of Newark,Ohio,his heirs and assigns;and an un-
I direct the Newark Trust Company,as ,Trustee,to
that my b:=other,Ge::>rge E.,Egan,shall have ':he use and
Pennsylva~ia,for and during his lifetime or so long as,
and/or Tr~stees shall pay,all the expenses to maintain
he desires to reside there,and I direct that my Executors
,,'
,enjoyment of our ho~e at 345 East Beau Stree~,Washington,
tribute the corpus of said est~te to my gra~dniece,Kathy
Egan.
,pay oneihalf of the net income from said Trust Estate
I I " ,to my nephevl,William F,o Egan,of N~wark,Ohio,£or and
'during Jhe term of his natural life,and,upon his,death,,I .'" ,
I direct the Newark Trust Company,my Trustee,to dis-
i!'said home'for George.i~I~I
Ii 3 U h'h"b h'GEE I,!Ii •:pon t.e.ce~t,0:1:my rot er,'eorge .gan,.!q :
i;iIidirectmyTrusteestodistributethecorpusofthisestateinthe
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";,following manner,to-wit:"an undivided one-fifth interest to myl!I'i!niece,Margaret E.Hiller,of St.Louis,Missouri,her heirs and i
!!,,;,Iiiassidns;an undivided one-fifth interest to my nephew,David M.1
,t,!I"!".IEoanIofTulsa,Oklahoma,his heirs and assigns,'an undiviced one~
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fifth ~nterest to my nephew,John F;Egan,,of Litchfield'~Kentuck~,.!his heirs and assigns;an undivided one-fifth interest to
James C.Egad,
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divided one-fifth
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Ohio,IN TRUST,for the follc.""ing 'uses and purpos:s,:
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I,direct the Ne'Vlark Trust 'Company,as Trus'tee,to
retain one-half of said trust estate as guardian o~myJ, ,I
grandniJce,Kathy Egan,du!ing her minority,and t~
distribJte'the corpus thereof to her when s:"le attains
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"I,I,iiI:I'I!the age of twenty-one years.I £u~ther authorize the
Ii1:Newark T~ust Company:as Trustee and Guardian of Kathy
j'1!il Egan)to distribute to her any part of the income orj,
I:qii principal,if,in its sound,discretion,it is needed'
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ti;!.for educational purposes.
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furnishings or personal property
be charged thereafter only with the
and any remaining personal'property and
4.'If my bro'Cher ,George E..Egan,.survives me,and
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Iiiiby'my Executors and/or!
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in the event of his death,orin the event that he no longer ..
T '. I .d·bl·rustees at prLvate sa e,anc un er no c~rcumstances at pu ~c
desires to reside at our home at:345 East Beau Street,Washington~
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Pennsylvania,:direct that my 'nieces and nephews who are entitled
to inherit under Paragraph 3 of my Will shall have the.right to
1 I,.~.se_ect and ta~e any o~t~e
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I Iappraisedvalue thereof,
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furnishings in·the said home shall be sold
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my E~ecutors h=reinafter name~,in their discretion,to retain,
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I authorize the Trustees hereinbefore named and5.
sell or reinvest any or all of any stocks,bonds or other.
,...1 .....1 ...secur~t~es ~n ~y esta~e w~t1out'restr~ct~on to ~nvestreents
h . d f I Pl'~::d ;'.d·h dlaut.or~ze or ennsy van~a ~~uc~arLes an w~t out regar to
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.1Ii!'i;Iprinciple of diversification,risk,'or productivity.:1II '.:6'.I nomina'te,constitute and a·ppoint Wray G.ZeIt,:i 1
;i 'Esq.and Hray ·G.ZeIt III,.Esq.,.Executors of this myvli11,'and
!:I .!.I authorize them to sell any'real.estate of which I may dieI:I . . .
!l seized,at private sale and 'i]ith~ut leave of Court~.:,~!I .l ." .
H I~WITNESS V-.1HEREOF,I.have set my hand and seal to
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Ij this mYL~stl'.~lill and Test~1.en,t,\"hich consists of four pages,
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if'1i:to each of vlhich I have affixed lIly signature,this
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";;of,.June,1965.
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,I.Signed J sealed,published and declared by M.Razel
tEg~n'l the above named testa~rix,as and for her Last Will and
I 'Testament"in the presence of US,\·iho at her request,.in her"
Ipresence,and in the presence of each other,all being present at
I':the same time..have hereunto'subscribed our names as witnesses.
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It is my desire that my Trustees use
LAST WILL AND TESTAMENT
'/I give,devise and bequeath all the rest,residue II
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I direct the paJ~ent'out of my estate of the,
(,I,M.HAZEL EGAN,9f,~he,Borough of East Washington,
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ITrustee may expend so much of the corpus or 'principal'
II~f 'said,trust estate as they deem necessary or advisable,
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,Ifor the ,proper maintenance,care an~comfortable living
of my slid brother,George.E.Egan,as'well as to meet
,any unulual expe~ses incurred by or for him by reason ':,
,of sickless or other,emergency,,including funeral or "
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burial expense,s.I '
wide latitude in determining what part of the corpus of,l '". , ',my estate my,sai,d brother shall need for a comfortable,~,,',
liVing,!and the limitation,!have'placed on the use of
the corpus is not to be interpreted to deprive my brothe~,
lGeorgeE.Egan,of such use of it as may be necessary to
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providelhim a comfortable living.' I specifically direct
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Testament,and revoke all'Wills'by me at any ,time heretofore madetI,i '
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Esq.and Wray G.ZeIt III~Esq.,..or"the survivor,IN TRUST,
and remainder of my ,estate,real and personal,to'Wray G.ZeIt,
nevertheless,for the fcllowing uses and purposes:
I~I direct my Trustees to pay the net income ,from'
said,t1.st es tate to my'brother,'George E.Egan,of,I'·" '
'I '.washing,on,pennsylVania~in monthly payments,£:or and
during ~he term of his ,natural life;PROVIDED,HO~~VER",
'that inl~ddition to the i~come of said trust estate,,my
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IIt:~j ',V!ashington County,Pennsylvania.,do hereby make my Last Will and
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my neph~w,
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Oklahoma,his ,heirs and assigns;an undivided one-,i
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the corpus thereof to her when she attains
that my brother,George Eo'Egan,shall have the use and
and/or Trustees shall pay,'all the expenses to maintain
Pennsylvania,for and'during his lifetime or so long as.
he desires to reside'there,and I direct that my Executors
,,'.enjoyment of our home at 345 East Beau Street,'Washington,
'said home'for Georgeo
tribute the corpus of said est~te to my grandniece,Kathy
distribute, I
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Egan.
I Idirect the Ne.,ark Trust Company.as Trustee.to
retain one-half of said trust estate as guardian of myI1,grandni~:e,Kathy Egan,during her,minority,and tq
;t:ollowing manner,to-wit:"an undivided one-fifth interest
niece,Margal;"et E.Hil1er~of St.Louis,Missouri;her
'.1 'd,'od'd fOfh o 'hassl.gns;an un ~Vl.e one-1.t 1.uterest to mY,'nep ,ew,
I ',IEgan,of Tulsa,
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fifth intereit to mynep~~w,Jo~n F;Egan,of
1hisheirsand assigns;an undivided one-fifth interest to
James Co Egal,,<>~Ne'V~ark)Ohio,'hiS heirs and assigns;
,~divided one-fifth interest to the Ne~vark Trust Company,Newark,,~I,'
Ohio,IN TRUST,for the follo'wing,uses and purposes,:
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Ild:.r~ct the Newark Trust Company,as ,Trustee,to
:pay OnejhalX of the net income from said Trust Estate
to my nephew,William F.Egan,of Newark,Ohio,for and, I .
I during the term of his natural life,and,upon his'death,I·' ' ,
I direct the Newark Trust Company,my Trustee,to dis-
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11i~3.Upon the death of my'brother,'George E.Egan,1,/
,"1fdirectmyTrusteestodistributethecorpusofthisestateintheiI!to my I
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3 cf my Will shall have the right to
WliEREO~,.I,have set my hand and seal to
I
and Testament,which consists of four pages,
I nominat=,constitute and appoint Wray G.ZeIt,
I authorize the Trustees hereinbefore named and5.
4.'If my brother,George E.Egan,survives me,and
Newark Trust Company,as Trustee and Guardian of Kathy
the age of t·otlenty-one years.I fuZ'ther authorize the
Egan,to distribute tc her any part of the income or
principal,if.in its sound,discretion,it is needed
for educaticnal purposes.
in the event of his death~orin the event that he no longer
Trustees at ~rivate sale,and,unger no circumstances at public
sell or reinvest any or all of any stocks,bonds or other
.,•1 t ... '~n my estate y~t~ou ,restr~ct~on to ~nvestments
flr Pennsylvania Fiduciar~es and without r~gard
desires to reside at our home at:345 East Beau Street,Washington~
!
Pennsylvania,I direct that my nieces and nephews who are entitled
III
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and iiI
shall be sold by my Executors and/orlI
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ill Esq.
,61'
and T.jlray .:;.ZeIt III;,Esq.,"Executors of this myHill t
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Ii I authorize jthem to sell any real,estate of which I may die
'II,';seized,'at p~ivate sale and without leave of Court.
II iIi.IN WITNESSIi.!
Ii this my Last;l,lill
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0,il sale.
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Ii:!I!my E~ecutors hereinafter name~,in their discretion,to retain,
:1I,I:Iin II.securitiesIi;1 ;
;1 :authorizedJ.0i!IIiIprinciple of'diversification,risk,'or productivity.
Ii I
to inherit under ParagraphI'' .
select and take any of th;fuYnishings or personal property
,with~n my.hote and shall be charged thereafter only with the
Ii appraised vaiue thereof.and any remaining personal'property."'/l,'H furnishings ~n ,the said home
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....
,.........'1'4floo ...,......
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to each:of ~1hich I have affixed my signature,this
"of..:tune,1965.
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I'Ii,~i.-d£II:J day i
IIIiI!
Signed,sealed,published and declared by M.Hazel
!..
Egan,,'the above named testatrb~,as and for her Last Will and
i ...ITestament,.l.n the presence of us,\'111.0 at her request,in her'
I I.,px,esence•.~ndl in the presence of .each other,all being present at
the same t:l.mel ,have hereunto'subscribed our,names as witnesses .
.,.
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1\ffiltutrlt .®f tExrrutnr OOr ..Ailmtttlstrutnr
§tau of t\Irnnayluanht,t
mounty of E1Jaal1111gtll11 \ss:
Personally before me,the undersigned authority,a H9..tat"y.P.:ub.l.i~in and for said
County and State,appeared w.I:ay.G.Z.~lt and W.I:ay.G Z.~lt .I.!.I who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
.....................M...HAZEL....E.GAN.deceased,that the foregoing schedules constitute a
complete inventory and appraise~ent cf the real and personal e,7~te .0f....M ~L....EGAN:: : ,
deceased,except real es..ate ~utsrde the Co.mrr.onwealth of Pennsy~v~Illa;that/the frgures OpposIte e~ch Item
of real and personal estate ill the for:::gomg schedules are d4ermmed and statl!d py the undersIgned to~e the fair value of said items as of the date of the deced.ent's deetho.based ~pgn~a~/'~tiJlPpraisement of each .
rtem made by the above named Executors •~NII/i'/I,.'/A',iJ1}'1/
I .f I tfdt.]IP{«,.I,!-'I ',Sl,;J2T7f a~~sUbscr;bedbetore
6
9.me'.this....!:.................l',\/1-1v.--.j'I.~da1J:~f/;.~.~."£~_7·~·:..·~19 !T1'~;:.;:;~/1.~.
.-;'L-:i:..1:<:k:i!.~'"E.:L/,~&~'L _.................,.i·xecutor-
....,:;Npi'¥y public.Washirgton.Washingto~~DITlONAL INSTRUCTION . ,
1.-;-1\.D.j'M:g9r"¥W~ysiMJ~piff~~ft~A \2-iHt?fi three :nonths after appointment of personal representative.
2.A s~pplemental inventory must be filed within thirty days of discovery of additional assets.
•3.'fOHginal and 2 C::>pies 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
..,
CENTSDOLLARS
lInnrntnry nUlk i\p:.prntspmrnt of the goods and chattels,rights and credits which
were of M liAZEL f.:GAN "Jate of ~Q.~.Q:\J.g,h Q.f ~g.~.1;Wg..§.hJ..Dg.~.Q.n ·
l-Vashington County,POl.,tak~n and rr.ade in .conformity with the ab()'()e affidavit..
,!
, I
PERSONALTY
.I I
•Checking Account--M,=llon National Bank &Trust Company,!:Washington ,Pa.-----i--------------------:--------·------
,Savings Account--Fiirst Federal Savings &Loan
'A ..W h'I Pssoc~at~on,as ~ngton,a.-------------------------~Ho~sehold furnishings ald pe~sonal belongings-----------
I I I ..
Texaco,Inc.,16,681 Shares @ 79.50 1,, .I
I I
Fl.:W.Woolworth Co.,,180.Shares @'28.oi25
I '1
A~T.&T.Co"874 Shares @ 50.8125
! :ILoneStarGasCompany,578 Shares @ 25.00
!..:I -
The Columbia Gas System,Inc.,2)277 Shares @'29 J 875 .
I I!General Motors Corporation,22 Shares @ 78.4375
I,!
,rGeneralElectricCompany,100 Shares @ 84.6875
I .I
i 'Gh~f Oil Corporatic·n;41 Shares @ 80.5625
07,467 66
11,372 41
.5,000 00
26,139 50
5,042 25
44,410 12:,"
14,45,0 00
68,0,25 37:.
,-
1,725 "62::
8,468 75
3,303 06:-:
,rE.I.DuPont DeNemours &Co"15 Shares @ 157.0625
I ~The Cincinnati Gas &Electric Co.)90 Shares @ 28.25
Blthlehem Steel Corp.,60 Shar~s @ 29.0625I '.'.
N9rthern Natural Gas Company,95 Shares @ 58.4375,I
Ell-Tronics,Inc.,40 Shares@ 16.125
I
.,
2,35194',"i.,
2,542 50
1,743 75
5,551 56:..'
645.00
\'\.--~~L\~....~.."..'-,t-;r I
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/.CONTINUED
.....
,
§tatr of ~rttttsyluattiu.t li.6:
!Cl10uttty of 'IIush,ittgton \!.!Personally before me,the undersigned authority,a .NQ.t.ar.y.E.ub.li.c.in and for said
I
I County and State,appe~ed..Wr.a.y.G.Z~.lt and W.r.a.y.G.Ze.lt 1Il..who,being duly
sworn according'to law,deposes and says that he is the executor or administrator of the estate ofIM.,HA.~~.~~.GA'N ~deceased,that the fore going schedules constitute a
"I complete inventory and appraisement of :he real and personal estate of..M HAZEL EGAN ,
deceased,except real estate outside the Commonwealth of Pennp5rl4ania;thaHhe figures opposite each item
of re51l and personal estate in the foregoing schedules are defe{rnined an.d s:afe.cl..~l)y the undersigned to
I _~e theJail'value of said items as of the date of t~e decedent's de\jl1:based VPor.~jysV~.appraisement of eachIItemmade·l)y the above m.med Executor :IDh~I..l\t/(../Cl!r V!rr~:tid}
I ~-J'IF fJ I l~''"/S'Wor.~lind ubscribed before me titis....!..................l !Uhf I')j,-................J ...;,-:..--'69.t _/..--
1 ~,d~y·~~~i1.~~~£;~~~~~··INS~~~TI~'······E~;~~~~:~··_····
l ~My Commission Expires March 20.l§}~-I ):",An inventory must be filed within three months after appointment of penonal representative.
2.A.supplemental inventory must be filed within thirty days of discovery of ~dditional assets.
i 3.' 1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original ane 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
lIttu~tttor!:J nub i\,p,praisrmrut of the goods and chattel;,rights and credits which
CENTSDOLLARS
::uereof M tJAZ;;;.L ;I;;.GAN _Jate of B.Q.1;.Q.lJgh Q.f ~.a.s.t w:a.s.hing,f;;Q.T.l..:..
Washington County,Pa.',takeh and made in conformity with the above affida'ilit.
1 :''!" ,
*i/Mel1on Bank Savings C!rtificate--5%--#26149*~'Mellon Bank Savings Clrtificate--5%~-1fE43769
1~.S.Saving Bonds H iss~ed to Miss Hazel M.Egan or
George A.Egan:1--$500--2-57 (taxable share
1--$500--7-56 of total)
I ' .1--$50°
1
--9-55
~--$500 Treasury Coupon Bond 2~%--1967-7i-6-1-45
6-15-72 #59543C Int.payable 6-15--12-15
Next coupon to be c1ipp~d #47-12-15-68--$6.25
!• L
'1~-$500 Treasury Bond 2~%--19-67-72--11-15-46--
12-15-72 #94971A Int.payable 6-15&12-15
N~xt ~oupon to be clipped 12-15-68 #46--$6.25
I I,2~_$~1)0 coupon bonds 2~~--1965-1970--1n3009K
and *230413C Int.payable 3-15 &9-15--nextcdupo~s clipped 9-15-68iamt 6.25--#49 both
1~-$500 coupon.bond 2~%~-1964-69--1nt.payable
6j15--12-15 #41178J Next coupon to be clipped
#51--12-15-68--$6.25
I'I1--$500 coupon bond 2~%1966-71--12-1-44--I _G I ,
3i15-b6--#76429K Int.pay.6-15--12-15--
,Next coupon c1ipped--9-15-68--1~8--$6.25'1~$500 Treasury Bond 2~%--1964-69--f3~59K Int 6-15--
12-15 Next coupon to be c1ipped--#59--12-15-68--$6.25
*TJese bonds were renewable in July and will not bear
in'terest until a year expires from the date of renewal.
10,000 .00
5,000 00
852 80
463 355
463 355
973 20
494 10
486 60
494 10
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Affiikauti .OOf·iExtruinr ®r 1\!iwtnlstratnr
§tatp of Jrnn5yluania ,.55-
Qrounty of lllb5qington ~-oll~:.,.~~;".'..;~I;.>1;.
?ersonally before me,the undersigned authority,a .No.tar.y P.ulilJ.c.in and for said
County and State,appeared ..Hr.~y...G.....i~.l.t ..aP..d..·.w.r.a-Y-..G.,...Z~lt...lIl...who,bebg duly
sworn according to law,deposes and says that he is the executor or administrator of the es-
tate of 'MA RAZEL E.GA:...L deceased,that the foregoing schedules comtitute a
complete inventory and appr.aisement of the real and personal estate of ..M.....HAZEL..E.GAN.......,
deceased,except real estate ')utside the C·)mmonwealth ot."pennsylvania;that the figures opposite
each item of real and personal estate in th~foregoing sctfedules are 'determined and stated by the
,.und~signed to be the fair va~ue of said items as of the d,'ate Of,the'J'deCede1!tF,t:s death based upon a
J'just appraisement of each it3m made by fhe above namie:tJ.J Ex cuto).:;.<'_.
./.."...r..;\!{-'!!f'tJJA'I "'if''''.·~1v.om.a1td subscribed before'me this /K }#,.'t ,,0 1'v;,,,~..
.....,1"-.'"../~,-;.;;}--
.::;day (L,W;~·'~:~9 6.9 )'''))'~~~,~t~r~~·····················..,........:~ta~~At~..L~~~~'...........................\_~,/~:;-.......•-i~;'~o~aft,P~blic,Washington,Was."1ingt0'1\<F>DITIONAL INSTRUCTIONS
.'-::'MyComlJ1ission Expir~s Marc.h20 1972 .. ,.....1..,Ar.'lilventory must be tHea wIthm thr,ee months after appomtmem of personal repreEentatIve.
-.2.'_:\:';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 $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.'
REFERENCE FOR ADDITIONAL COpy
Ad of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Jnufntory anb'Apprai5fllifnt .of the goods and chattels,rights and credits which
were of .,MA HAZEL EGAN late of .~9.~9.~gh..g.f ;.?$.t;W~.$.hj,p..gl;.Q.n..
Washingt01~County,Pa.·..takeJ and made in wnformity with the above affidat/it.!.
I I DOLLARS CENT~
I~terest received on $10!,000.00 Mellon Bank Savings
cieftificate--S%--1126l49I'
Interest received on $5,000.00 Mellon Bank Savings
Certificate--5%--#E43769I\
..334 72
167 36
Antique Jewelry 1,070 00
Promissory Note--John F.Egan--plus interest at 6%5,000 00I·(This claim may be barred by the Statute of Limitationsl
I
1950 Ford Cpo Automobile
!100 00
6 25
266 17
6 01
40,000 00
Washington,
6/15/68
I,Casualty
East Beau Street,
Pennsylvania
I
,;
Coupon clipping,dated.' I
Carh I
Refund,Aetna Life &
IREAL ESTATE I
1 .,
IHouse and lot,345
Washington County,
TOTAL ESTATE 1 ,074,421.50
......
to.
':Vd ··O~NOHHHH~\t fA
S11ltA ~~\llH~W~~otU~~l~{l 1\lJ~~~~
,I
..~...
•I:,
~Form RCC-33
RESIDENT DECEDENT
",I·COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF R~VENUE
BUREAU'OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON .
I~WORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the'
Register of Wills of the County l'ihere decedent 'resided;Return 15 due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the.Jntll:~rit!ince..~n!l :E.~t,!ite J'a?{1\c1;of 1~91.)
and say
IN THE MATTER OF THE.ESTATE 'OF }AFFiDAVIT OF
-M·~··_··i~~~~~~~~~;;d~~~·)·············..................................................EXECUTORS
Late of Washingt.QD.County ~
.......'.._"~...-..~-....~--
State of'f..~OO~.~.l.,y~n.:i,~~._:.}ss:
County of .Washington : _.
..Wr.ay G :Ze..l.t and Wr..ay G Ze...lt Ill .
~of the estate of the above-named decedent being duly sworn,depose
..EeeutorS
Decedent'died Aug.us.t 2.9 ,19 .6.8 ,r testate'leaving a last will,copy cf which is hereto attached.}
(Month)(lIay),:Vl:8r)Lx~
Name and ad:!ress of attorney or}W'ray G.Zelt and..Wra.y G.Zelt .Ill,Attorne..y.s a.t LaW .other authorize:!representative to
wbom all corre.pondence should be..23 .East BeauStreet.,Washing.ton..;..:Pe.nnsylvani.a :..
mailed.•
E are ..That as such ~~.~.y.~Q.r..~_deporien$at familiar with the affairs of said es:ate and the property con-
(Ex"cutor·Admini.trat.,,)
stituting the assets thereof and their fair market value.
..
That at the time of death there was no safe deposit bux registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX THIS SAFE DEPosiT BOX RENTEDINNAMEORNAMESOF RELATIONSHIP OF JOINTHOLDERSTODECEDENT
That the contents of s.!l.id safe deposit box or boxes are itemized lLlder SchedulesB & E of this
return,with the exception of the following,for the reasons hereinafter set forth:
.'That Sc.hedule A..attached l1.ereto and made part hereof sets fortp full,"and in"detail all the
real property 1n the Commonwealth of Pennsyl.ania of which decedent died haying an interest therein.It
also sets rorth the mortgage encwnbrances upon each parcel of real property at th~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 assess~d valuation of each of said
parcels,t:le estimated market value thereof as of date of death of decedent•.
That Schedule B attached hereto and made part hereof sets forth Mly and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moners left by the decedent
at the time of death,whether in decedent'simmediate possession,standing to decedent's credit in banks
-of 'deposit~.savings 'banks,·trust 'companies,or other institutions,whether Lndividually,or in trust for
\"••j •,,,•~•any other !perso~or persons giving also separately the accrued interest thereon,if any,down"to·.the.last
interest day prior to decedent's death in tJ:1e case o'f'savings banks,and to·the d.ate of d~c'e'~e'n.~s .d~!ith...,...,............~...t:'\"~..in all other cases;all bonds,postal saVings,tr~asury certificates or notes and other,ex~aen~e of In-
•,....•-~••r>~I I I •.'.::::•I .ft Jo Idebtednessof'the'United'States·to the decedent;all obligations,whether by statute or~gree;ent they.:-!..",l..-'are designated as tax free,of.the United States,or any state,or political sUbdivisl~n t~er~f,or-of
any fore-ign'country,whic)iraie'e-wned:at.the time of death;all wearing appal!'el,jewelry,~s~J~er-.w:!J.re,pJe-
tures,books,works 'of art,household furniture,horses,carriages,automooiles,boa1is,:....a~:·~y andrall,'
JI'~".........""'other personal chattels of whatsoever kind or nature,left by decedent,together with the fii;irly.estimated ••.'
."I "t"....market value thereof;all bonds and mortga~es held by decedent and of all claims due and oWlr;tg deledept'"
"f r"lll"\at the tine of d'eath,and all p,romissory notes or other instrwnents in writing for the payment of money'
of which decedent died possessed,of whatsoever nature,With interest the-:-eon,.if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
~ace 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 ~orporate stocks and dividends
due there:m and unpaid as of U:e date of death,bonds and a'ccrued interest thereon to the date of dece-f Ii
dent's de.3.th9.nd other investment securities owned by the decedent ~t the :.ime or death,with the market..
\value thereor at such time.
•.."
In the case of securities of close or family corporations,the values rep,orted are as far as
possible sub's,tanttated .b¥.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 state~ents showing the assets and liabilities of said co-partner~hip 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•..1 ,'"
thereof,any other property owned or bequeathed by the decedent at the time of death•
..~J._....,.of ....•,f "•
The Schedule C attached hereto and made part hereof sets forth a true a~sw~r'to'e~ch inquiry
contained therein and'in the case of transfers ofproperty,real or personal,with:j.n two y~arsof decedent's'
death,'in contemplation of decedent's death,or intended to take effect in poss~'~~l~~'0;''~~J~yffient at or
after death,said schedule sets forth the nature and value of such property,to whom tr~sferred the
relationship of the transferees to.the decedent,the proportionate share received by:'~ichl transfe~e:and
;~all other fac ts of a pertinent nature regarding said-transfers:..';10'the ca15:e.of.t~ansf~rs intended to.'
take ~ffect in possession or enjoyment at or after death,there is also attached to the sch~d~~~~;CPDY
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 p'~~ses il:t:decedent's death by
.virtue of the exercise by decedent,either'":f~dividually,or jointly with another,or any power of appoint-
')nen,t ye~te(l.~in:dl;lceg~nt,?;t.:thEir .i~~iyidl}a.llY o!:.Joi~qy,:..by:~h~,!~11,.q~~~,or other instrtullent of'another,
with a copy of the ,instrtullent creating such power.a,ttached to the sched\J.le.
J-•••I ,'.*'{I.,{'I",.~l~_".1.!.'-..~.•-:.~J~~....,~SOl;!t ~~~';.'-••
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·tirile of decedent's~'deatJ1;I:th~nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the'dates of their death,their issue,and the relationship of such issue to the beneficiary.
plu~,the :n~e,',.addre!?l'.a,nd .rel~ti~nsh~p~A.~J~Yt
t f I :}:(..•J',I •••:•IJ :![~i :,',.
'That Schedule E attached hereto .and made a part hereof sets forth all property,real and per-..
the decedent jointly with another or others,including intangible,stand~ng in the name
and others,plus the date and place of record of instrtullents effecting the vestiture of
•r,'-.'If.,jdateofacqu:i:si~~on.of·,personalty,
decedent..iS~~)~.".it,;'
sonal,owned by
of ·the decedent
••t).:"..'j'real 'es'ta'te'an'd the
of co-owners to the
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.exemp,tion,where applicable;costs of administration of this estate;counsel fees andfudiciary's
commisslons(~aidor to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequen'ce of the death of the decedent;debts and claims owing and Impaid at time of.~..death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);.together with a statemeht of coilater'al 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 tpe
.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 therewitt/h.
./'1
That the totals of the appropriate columns in Schedules "A","B","~"E"'f5actl"~~s directed therein,·
have been carried forward and properly registered in the Summary.L '~JJ " .
.:.:~:~;:r~:~ndS::~f~b~;:::~i:~~:~-.t,....~~----.~-----_..-_.
=~~~..L)2~L<,..J........23.J!.::"·1l~:~__._--_.~~~~(Street Number)
;:"':";--.(ALICE L.MILLER:::Nota·~f-Pu~ic.Washington.Washington Co.Wa.~,b..i.pg.t.:.Q.n.~F..~.Pn.s.y..l.y.an..i.a...
V,",c>(City or Town and State)
•"t'''-~1111 C,gmmission Expires March 20.1972NOcTE:;)Eefore 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 (1-641
c6MMONWE~L.TH OF PENNSYLVANIA'
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT'
,.'SCHEDULE "A"
-tEAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances u'pon eJch parcel at death of dece-
dent.Where property heid as joint tenarit or tenancy by entireties,report.on Schedule "E','.Property held by
the .de,cedeRt'as tenant in common with another or others,should be identified a~to quantum'of interest and
the estimated ,!alue should be that of the'decedent's interest only.
I(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
(2)
ESTIMATED
MARKET VALUE
(,!toO,000.00
(1)
.,.......:
'ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
House and lot,345 East·Beau Street,Wash-
ington,,:Washington t'County,Pennsylvania
The real property located In the Commo!'lwealth of Pennsylvanic should,be
described by lot and block number,street and street number,together wi th
a ge'nerol description of the property,with a ref-erence to the re·:ord of the
conveyance by whidh the decedent took title;If a farm'state nunber of a·
cres;also statement of mortgage encumbrances 'upon each parcel at death
of decedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are
to be Ii,sted on SchE,dule IIF"and must not be d\educted,from thi s schedule.
I
I·_~.~'.
'.
,
"'l~
"'
Insert this,total opposite "real property",Schedule "A"in the''X X X X X
"A's Report,ed"column on the last page of this return.
40,000.00
RCC-35",,\.,
COMMONWEALTH OF PENNSXLVAN~A
~RANSFER INHERITANCE rAX
RESIDENT DECEDENT
SCHEDULE "13"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must d~sclose 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-
t~ve 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 ~nanyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located.outside of the State,at the time of death,should be listed in this schedule.
Item
No.
..•ITEM.
List and describe fully
UNIT
VALUE
ESTI1¥TEO •
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
Household furnishin~and personal be10nginll)s
~ntique Jewelry
1950 Ford Cp.Automobile
Promissory Note--John F.Egan--6%interest
Cash
Checking Acct.,Mellon Nat'l.Bk.&Trust CD.
Savings Acct.,First Fed.S &L Assoc.
Coupon clipping,dated 6/15/68
16,681 Shares--TEXACO,INC.
180 Shares--F.W.WOOLWORTH CO.
874 Shares-·-A.T.&T.Co.
578 Shares--LONE STAR GAS CO.
2,27T Shares--THE COLUMBIA GAS SYSTEM,IN~.
22 Shares--GENERAL MOTORS CORPORATION
100 Shares--GENERAL ELECTRIC COMPANY
41 Shares--GULF OIL CORPORATION
15 Shares--E.I.DuPONT DeNEMOURS &CO
90 Shares--THE CINCINNATI GAS &ELECTR C CO.
60 Shares--BETHLEHEM STEEL CORP.
95 Shares--NORTHERN NATURAL GAS CO
40 Shares--EL-TRONICS,INC.
1 Mellon Bank Savings Certificate #26149
1 Mellon Bank Savings Certificate #E43769
Interest received on Certificate 4F26149
Interest received on Certificate #E43769
1--$500 Treasury Coupon Bond 2~%--1967-72
6-1-45 6-15-72 #59543C Int.payable 6-15~~
12-15
1--$500 Treasury Bond 2~%--19-67--72-
11-15-46--12-15-72 #9497lA Int.payable
6-15 &12-15
2--$500 coupon bonds 2~%--1965-1970--
#13009K and #230413C Int.payable 3-15 &9 15
1--$500 coupon bond 2~%--1964-69--Int.
bayab1e 6-15--12-15 4~1178J
1--$500.coupon bond 2~%1966-71--12-1-44-~
3-15-66--#76429K Int.payable 6-15--12-15-
1-$500 Treasury Bond 2~%--1964-69--#38459K
Int.6-15--12-15
~efund,Aetna Life &Casualty
5'000.00~1,070.00 .
100.00
.5,000.00 ~~
266.17 ~,~.
107,467.66 ,
11,372.41'1
.t;v6.2...
,326,139.50
5,042.25
44,410.12150
14,450.00
68,025.375
1,725.6250
8,468.75
3,303.0625
2,355.9375
2,542.50
1,743.75
5,551.5625
645.00
10,000.OO"~5,000.00 '
334.72 ~:.A1 Aa
167.361J lP "'"'V
463.355
463.355
973.20
494.10
486.60
494.10
6.01
Insert this total opposite "Personal Property~,Schedule "B"in
the "As Reported"column on the l~st page of ~his return.x x-.;C~33 ,568.7C
•'..,P.GC~36..
CPMMON1IT<.:ALTH OF PENNSYLVANIA
TRANSFER INHERITANCE 'TAX
RESIDENT DECEDENT
SCHEDULE "c"
TR.A,N SFERS
',.
(1)Did decedent,wi thin two yea·rs ·)f death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration 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)-=.N:.;:o:<.-__
(3)If the answer to (1)or (2)abcve is in the affinnative state:Not .applicable
(a)Age of decedent at time of transfer '
(b)State of decedent is 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 recei~ing a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or afte'r his death?
(Answer yes or no)No
(a)Was there any possibility,that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or n0)_
(t)What was the transf~ree's age at time ,of decedent's death?.
(5)~id decec.ent in his lifetime make any trans.fer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his li?e or ~ny period which does
not in fact end before his death:No '
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_
(t)'r-he right to designate the persons who shall possess or enjoy the property transferred or
income therefrqm?(Answer yes or no)~
:(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in ··decedent
aJ.oneor others Not applicable
.(7)Did decedent i,n ,hiS lifetime make a transfer.,the consideration for which 'lias tr!ln:;;feree's promise to
pay income to or for the benefit of care of transt:eror?(Answer yes or no:.No
(8)Did'decedent,at any time,transfer property,the beneficial enjoyment of ~hich was subject to change,
because (.f a r~served power to alter,amend,or revoke,or which could r,ev~rt 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 affir~ative,was the power to alter,amend,or revoke the inter-
est of tbe beneficiary 'reserved in the decedent eIone or the decedent and ·)thers?'Not applicable
(Answer :!'es or no)--,"e-'_.__~_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of th~death,cer-tificate...
NOTE 2:if -answer to any of the above questions is yes,'set forth below a description of the property
transfe'rred,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 dep.d 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 applic'able property below in manner in which provided in Schedules A,B,'or E.,
ITEM
NONE.
.DESGRIPTION MARKET VALUE
(Estimat~d)DEPT.VALUATION
(Dept.Only)
.'
Insert this total opposite "Transfers",Schedule "C"in the
•As Reported"column on the last page of this return.
J..
·"
........,
'"'COWldNWF:i\LTH 0F I'ENNSYLVANIII.
T'1~A~'~:';FE1.\fKHI·:ltl1'I\NCE TAX
\tr:~Il1FNT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\STRl'CTIO~S:This scherlule must d:.sclose all !=·roperty,real and personal,owned by the decedent ,jointly
wi til another or l)thers,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,cr Joint tenants,giving brief description,as indJcated lmder 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 ~hould be listed as in
Schedule "B",plus date of acquisition,and th=name,address and 'relationship (if'any)of co-mvners to
the deceden t.
Description (of Property,Date of Acqu'isition,Name'Unit perce~t~;--E;tate
Address and Relationship of Co-Owners,and Place I Value Sh'are Valuation
of Record of Instrument,where Real Estate.;
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
u.S.Savings Bonds H issued to Mis.s
Hazel M.Egan or George A.Egan:
1--$500--2-57 (taxable
1--$500--7-5~1/2 of
1--$500--9-55
share
total)
I!
I571.8q
560.8Q
573.0 852.80
Property Interest
II
I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"colurroc.on the last page of this return.
I-I
!
I
!IiII
I
I
I
I'
I
I
j
!',
RCC-3.7"...0:.2-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITAN:E TAX .
RESIDENT DECEDENT
SCHEDULE ~'D"
,.
BENEFICIARIES
BENEFICIARIES AND ADDRESSES :(St~te full names and addresses of all who
have an interest,vested,contingent or other-
wise,in estate)
Margaret E.Miller
7.733 Suffolk.Shrewsburv.
Missoutr-i -~
RELATIONSHIP
(If step-children or
illegitimate ·~hildren
.are involved,set
forth this fact.)
Brother
Niece
SURVIVED
DECEDENT
STATE YES
OR NO
Yes·
DATE
OF
.B,IRTH
Oqe.8/
INTEREST OF
BENEFICIARY
IN ESTATE .
life tenant
Rem::.innerma.n
David M..•Egan''.
..Qklahoma·.,-...,.'
John.F•.Egan',
-.-Nephew
Nephew
Yes
Yes
••
Remainderman
P.O.Box l45~IL.eitchfield
Kentuckv ".
James·c.E~an Neohew
533 Leslie Dr..Newark Ohio
Yes Rem::.; •
William F.Ee:a::t
1027 Wei::lnt .~'\T~NelA1::1rk Oh'o
Nephew Yes Remainderman
Kathv E~an
Newark Ohio
Grand-niece Yes Remainderman
r.,-
l'~,
i '0.
I I
'.
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
-
NAME DATE OF DEATH RESIDENCE
-
..
-(Executor-Administrator
must complete "As
:"lill...l N~Year ...:...II Reported"column #1.)
.""\.(mInistration ~~~:~::.-;.;:...
-.~,;/•.-.:,•.(")':C-t ...,'"t:l =:c
I.2 ~.:fooi -.""1 .0 ""1 (l)ct>
DI THE''.-.)'-t .'.'0 :....II:>;;l II:>.,~,~8 "'""_''...I'"~::s ~0 -..-..,..,--.-":.....=''"t:l~IATTER OF THE APPRAISE~.1-ENT ~..:~.:=:.~.~.~f}~.e...g
",...•II:>~'"t:l ro.,,-.'cr'"...OF THE -~----":0 0 ~.•()"';.-'..•ro ::e:"0
ESTATE OF ):;'-";:',~g::i ~
II:>p..~.~:
II ~II ",
:Q
't$
...........M•.HAZEL ..EGAN D~~·~~~~d···........;...II ~II"
c;c::
Late of ....Washington...........II .
.......:I:~~:..-:..
~-l :...~•......•'~•...:.(
County of ..Washington........~
:::I I ."
Commonwealth of Pennsylvania ~-::.~
/~---~.~_.en en en......:~-0 ()()()-;~::.......•P"'?'"?'"?'"
REPORT AND APPRAISAL ...,~-.~e~"~:0 :_'~;.j -:=-.~~~~~~.~~~.3 ~~
::.!-GI')~-OO~~~':..l-':::l-'
.-,'~:::0\a--I I ~~:: :W ~~.Lv'~,:'.::.0 ro-
O'•._.t ""!Z 'f 'f "::l ......•,.~:000\,)100-
••....,~oN:1..n::S 0"\0 ::+',~\._...t:-"N ~00 0 ~-..._.......
Wray G.Zeit -..'-;".v.:00 ~0"'0:0 b bWrayG.Zeit III ,....,.
23 East Beau Street I.::::l
Washington,Pennsylvania ".~.,~.:-~_.~,~~.r -00 -GI')-K ~
::.~.-•'1 :::.:::.'~:.~:~•.,•.q ••.../'-
.'.'~_.r'-'.,~.:._":::!,'~_..:;-"1:~u•.. •..;-",.~..~.'-'rt....::.,';"'.'~_,-'•..'"~~:(t\.':j'~r~(tt;11 \~_._._•.-.'.~~..~~1 ::('...:~3-•
• -,,'.:-:I .-'-.,._.:-:-":::':~:~5'
~._':._.-t .--~.'-="...:'='.~~'":~::~~~
/
,37 -I'l.y -J _DocketM.Hazel EgP'D
IN THE ORPHANS'CO'URT OF WASHINGTON COUNTY,PENNA.
;)t ~-'A_'P.
.IMte of death.__..!D=!-'--:L-4------------In the matter ci :bhe Audit of Account filed in the Estate of
No.]968-:llB.8 Term,19__•A.A.
IDecea~)
TO THE AUDITING JUDGE:
Enter my ·aP::>eatance for the Commonwealth of Pennsy~a.claiming transfier inheritance tax in the above estate,as follows:
DR.
To appraised 1Iia:.ue of Estate:Rea1ty_____$~~():.,..'-.((J:.LJcO~O~•..!=CJ~O:....--_
Personalty__._-__ _ _$_-LIL.-I,,6-"3~\u!~:,...~CS~(Ll6'.OL.-.L.7~D::-_
/)AdditioIl!al Assets per Account,Subject 'to TaY.___._~..____.._ _.._$ ._\_"-'-/_
CR.
AdditioMI Assets.pel Audit,Subject to 'Dax._- ----__..____ _ $L/~.
GROSS VAL~!l1Cll:nd.e.r.a.pp.c~l~ii)'~"'n:h_----"-'~:...+-L.=..~~--I-_
Debts and Expenses IP€r Account;see Note
$--------------
$--
ToQTAL DEDUCTIONS,$_2J;9/,/._"t.l ,
$-------
$------
$------
$-------
$---
Additional Debts and Expenses per Audit
N<fTE:The fonow:ng credits claimed in the Account are
held newt d-:Jductible a'S against the tax:
(ft.~80 07.60
CALCULATION
Gross Value __
Less Deductio::tS._....._....._._
Cl03ar VaJue ..._......_....."_
D6c ke..t .sQtI 5"!
-V-11ax-,
mg '~1 £u\\able r _·---------1t<'="~.!:=3.....L.!'-!..-~...ll__at ,
2%\'.------------
$-------
$--_._-~~
,
TI':lX-t ._--
able
at \15%
~!
oInterest__yrs.__mos.__days @ __% _$_
$J 'I 3 4~).r ._
.~
CTAX
Pt.~.ON~)~mk---T--------
~..,~.
Qt 021'1 $~o:dod,'l'Z"Total TaL ____-.__- - _ - -$
~,.,...
G:~~:'f l:,~~~;.2.J-.Le~SSrmam~,'::::::__p'e~i::::d=~_~==~_=====~_=:
$
TOTAL TAX .>..ND INTEREST DUE _...__._._._....__$__
{)/'..,-tf"1 '7'6../..LL-.J...8-~~v·~./----'J/~2~s:S"'S
~,~",-/,,/~/7/.
.1---
;~.
'.
~
n0:s:11:s:::u0»z m~nm11»m l".lti-l 'II ~J:..0
0 0 ::u
'II ::I »
'"11 11m11 0
Z m ".I:J :?z »l/l ::u ~<»i Z~n ...
m <C
Z I>w(l)
III >~~Q.
.1
1
...;
/
\'''''...,"--......-
If I -~I I .'!
Form RC C·lO -.-..'
.~..
DEDUCTIONS ALLOWED IN
.~0FFICE :>F TME
REGISTER OF WILLS..t;..-...~#.
OF Wa ShlDgt6n COUNTY
AND AGENT OF THE COMMONWiALTH
SUPPLEMENTAL
STATEMENT OF DEBTS
AND OEDUC"fIONS
THE SUM OF $.
DATE APPROVED .
-----------,--------""Regllter of Wills.Agent
ESTATE OF M.HAZEL EGAN L.ATE OF Borough of East Washington,Washington
County,Pennsylvania
DATE OF FILING APPRAISEMENT DATs:OF DEATH August 29,1968
DATE NO.OF
VOUCH"'IO!
NAM,"OF PAYEE
ZeIt &ZeIt
Wray G.Ze t
Wra •ZeIt III
REMARKS
Fees
Commission
AMOUNT\."
36 900 00
65 000 00
I'---!--~---+L-JL~~~L--_--+--H~'!f---R--H-~~--t--
I
Total
COMMONWEALTH OF PENNSYLV~NIA
COUNTY OF Washin~ton
I,WRAY G.ELT
MY KNOWLED:iE AI~D BELIEF,THE FOREGOING IS A JUST AND TRU E-,
ADMINISTRATION !.UBM·,TTED TO THE EST."ITE OF --A:1_.Ll.la.c.~L.-w.c~\Y':..J-----j'-i~~~,-+/-.oECEA8ED,AS DEDUCTIONS FOR.,
INHERITA/'!CE TAX.PllitPf.l6.ea.~,,-~
.~.'.---II-~U~:J::::::~IL-,t.~~~(L.5.)
•SWORN~NO'SU;;'CRlUED:'IIEFORE ME ToilS _2:;..3~r..::d=--__DAY Of"
~..~99~9~~.10 Q.Ld2;e <~L4-&~--;...d:./.~':4J."""d,."::-'_
,.....""\"..,J"~'ALICE'l~"MILLER
Notary P\lblic;Wlishington,Washington Co.
My Commission Expires March 20,1972
I,I.'•Ii
,.---'
"
..,"..:;;
i:
1Ii.
,
".
.!....•
"
".,
.....
.,
r-
,r'il
o'!It
DEDUCTIONS ALLOWED IN
...........,_.
.
THE SUM OF .....•.....•.$:.....
DATE APPROVED
SUPPLEMENTAL
STATEMENT OF.DEBTS
AND DEDUCTIONS
COUNTYOFWashington
AND AGENT OF "l'HE COMMONWIiALTH
Regille,01 Will.,Age.t
ESTATE OF M.HAZEL EGAN LATE OF Borough of East Washington,Hashingtor.County,Pennsylvania /"
DATE CF FILING APPRAISEMENT ·_iDATE OF DEATH August 29,1968
I DATE NO.01'NAMIi OF PAYEE REMARKS AMOUNT
VOUCH.1If
I Ze1t &Ze1t A.ttornevs'Fees ~36 900 00
I Wray G.ze1t Executors'65.000WravG.Ze1t III Commission 00
I L----'---I //./9tJAJ ",
J
I JIA-,..L~Lu_(JI L_:I ' 7
I";\IJt:1O,~I'Z
I .,t--/
'L.~-"..,n
"
,T '•
f ~..l._~*f'~,..~S'il $'lJi,('.--h~...,...1 .~I~~~
I:V ."..;.~
I
f tiW/J ·t ...A .-
!~-r1~'i'IIli #~hj/?t i '7,)I~3
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a ~'~i(J,"If".,.l "~..'~:"~•J......~.J1I L·q~...'1"'1.)•I V •I U .,e.,(J l ,.~
-~~7,.vt ,,~-",, ,....."V
~" /J 7~L/~'-'~9 'l.---...~A ....~I -...................-.--..
1iY'tM1 }'lvf/
.
I
I
t Total ~n1 n",,1 ""
COMMOMWEAL..TH OF PENNSYLVJI.NIA }
,,,,,,••__6t1:COUNTY OF Washin~n_
WRAY G.ZELTI,---~~!:-....:~--::~~-------~----~--I-__--.~~IEREaY CERTIFY,THAT.TO THE BEGT OF
"'V KNOWLI!OGE ANO BEL.IEF.THE:FOREG:lING 18 A JUST I\NO TRtJ E orAT MFA'EXPEN8ES AND EXPENllal O~
ADMINISTRATION SUBMITTED TO THE ESTATE OF _-I:M:.L..-•.-;llHl.<:lau:z61e;o.l..L.-J,dE'Cg~c:Ll~'I-_-I.d;;._~~f.l.DEcItA8ED.All DEDUCTIONS POR .
INl-lERITANCE TAX PURPOGElJ.
.23 d ~--tF--.-.....:=~jf-J~~~~-IL.6.1 ••
SWORN AND 6U'3SCillIBED BEFORE MlI:THIS __.J:OAY Oi'"-=-_.lk~~III Q.L:..LZ&....<:"'C~d 7--......
ALICE L.MILLER
";'N6t~ry :>ubl!:-:-Was~ington,Washington G:l.
'_'..My CommissIon ':'xpires March 20,1972'..."..,,.:.'
--......f·~....~~~~~.'.~~.~~..,1lr¥-~""'."~:'f-~~~""'""""'!J~~~~----~~"~'--'~".~~c.~~~~'t"~it~~~:~~~~~.,.•
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In t1Jt Q!out!Itf Q!nmmnn 'ltttn nf Ihtn4iugtnn Q!ounty,
.'tnnnylttttniu tOOrpqttnn9 Q!nurt mittinlnn
ESTATE OF Testamentany Trust
under Will.of M.Hazel Egan,
N 63-68-11880.__.:..:::....--:....--:.:..=...=--_
In the matterofthe~__F_~_or_s_t_a_n_d_F_l_on_a_l~
Deceased.Account of Wray G.ZeIt and Wray G.
Ze1 t 111,Co-TrJ1s tees.
ADJUDIC~TIONAND DECREE
~.
An now March ;l Cf -===,19--.&,this matter came on for hearing,
audit end distribution of this session and testimony taken;and thereupon,upon due considerationther~d8f the....bclo~2 for distribution in the hanps of the Accountant is determined to be
$1,3~.~?·r.)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
sec.:reg.'or an appeal be taken herefrom sec.1~91.
SCHEDULE OF DISTRIBUTION
BCllarice per account ....,1
A~ditiona1 Debits -Audit
-Additional Credits -Audit
Balance~"'__I
Deduct Clerk's Costs &Receipts and Adv,ertising
$] ,039,I~32.53
17918.95 1,057,351.48
22094.16
$1.035,257.32
575.00 1,034,682.32
06936.46
Attorney--lIlWl-,l,r~al7JyL.....l,;GI'-t.r---lZ.o.te:...I1:,....!.;-I-,.....I]I..I]...J1_-----1
John F.Egan,1/5 ::oesidue,inclUding 4672
shaTes of stock of Texaco,Inc.,household
furnishihgs,and p::oomissory note of John F.
Egan for 5000.00 awarded in kind per Election
filed.Ma~garet Miller,1/5 residue,incldding 4672
shares of stoc~of Texaco Inc.,household
furnishings,and jewelry,awarded in kind per
Eleictions filed.
Newark Trust Company,Trustee for William F.1>06936.47
Egan,1/5 residue,including 46Tll.shares of
stock of Texaco Inc.,awarded in kind per
Election fi led.
£~fJ/f!f
James C.Egan,1/5 res idue,including 4672 ,06936.46 f1JJ"j/j /lA675J (}-(j
shares of stock of Texaco Inc.,and household (-)~~
furnishings,awarded in kind per Elections filE d.~!I A.4001t:7 ~
106936.46 (!Jk(!)/I{!;',L.
Mary Ann Egan,Executrix of Estate of David 1>06936.47
M.Egan,deceased,1/5 residue,including
467.2 shares of stock of Texaco Inc.,and
household furnishings,awarded in kind per
Election filed.
No balance
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Form R9 C·10 DEDUCTIONS ALLOWED IN
AND AGENT OF THE COMMONW5ALTH
THE.SUM OF $2~lf..'!>~{J
D"tz;;i49f~
Regiller of Willi,Agent
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
,_OFFICE OF THE
-.REGISTER OF WILLS
OF Wa sbjngton
ESTATE 0::M.HAZEL EGAN LAiS OF Borough of East Washington,Washington
County,Pennsylvania
DATE OF FI'_INCi APPRAISEMENT _J.6....:CJ:.------:;.J1_-..l'OC~y--DAUOF DEATH August 29,1968 ~
(Cont~nued)COMMONWEALTH OF PENNSYILVANIA }
___filS:COUNTY ':)F
DATI!:NO.OfF NAME OF PAYEE REMARKS AMOUNTVCXJCHI<'l
Piatt Funeral Home Funeral Exoenses 3 236 60..
Russell Marino Ret!ister Letters 42 1)0-
Russell Marino.Ret!ister Short Certificates 13 00
Washington County Reports Advertising Letters 14 00
Observer &ReDorter Advertisint!Letters 14 00
J A RunQ:o Grocerv bill 171)17
lr.o111mhi,q Gas of Pa Inc Htn i tv hi 11 ?A 7?
M.W.Graham.M.D.Doctor bill 10 00
ICo1umbia Gas of Pa •.Inc.Uti1itv bill 9 12
IWest Penn Power Co.Uti1itv bill 16 1)1
IBe 11 Tel.Co.Utility bill '0 ')(\
Wheeling Canvas Products Awning service 46 64
Ernestine Marsh Housework &Laundry 10 50
IRev Edward P.Buncnek Funeral Services ./25 00
Rev Howard J.Ford Funeral Services 2ei 00
Rev.Alfred C.Cicola Funeral Services 25 00
Helen H,qrdinQ:CleaninQ:services 7 1)0
J A.RunQ:o Grocerv bill ??41
Postmaster Cost to ma~l.and ~nsure I)11StockCertificates
Columbia Gas of Pa ••Inc.Uti1itv bill 20 64
lHelen HardinQ:CleaninQ:Services 7 1)0
Bell Tel.Co.Utility bill 9 46
i IWashinQ:ton Co.Motor Club ~p~t.i~~tio~l fo;Re~ist~'E~io~7 1)0,q e~--'~,q11
IPa Den t of Revenue 1969 ReQ:is t'r;::s t"i on 10 00 ~
<
Mellon Nat'l Bank &Trust Co Rental--Safe DeDosit Box '12 00
Malcolm L.Morgan.Co.Treas County taxes 120 21.
I,-----------------HEREBY CERTIFY.THAT.TO THE BEeT'OF
....v KNOWLEC'GE AND BELIEF,THE FOREGOING ISA JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 01'
ADMINISTRATJON SUBMITTED TO THE EST"TE OF D£CEAeED.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
__________________(L.S.l
SWORN A"D SUBSCRIBED BEFORE ME THIS ..I;)DAY Of'
------18 __
Page 1
Form R~C-IO,DEDUCTIONS ALLOWED IN
AND AGENT OF THE COMMONWEALTH
.,
OF Washington ",
.~.•OFFICE OF THE
REGISTER OF WILLS
COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
THE.SUM OF ....•.......$..'
Regiller of Wills,Age"t
ESTATE OF M.HAZEL EGAN LATE OF Borough of East Washington,Washington
County,Pennsylvania
DATE OF'FILING APPRAISEMENT DATS OP DEATH August 29,1968
DATE NO.OF NAM&:OF PAYEE ,REMARKS AMOUNTVOUCHE"
I
Ernest C•C:ramblet.Tax Co.Borough Tax l2~01..
-Ernest C.Cramb1et.Tax Co.School Tax 33'")58
Wheel inQ'-s Products Awnin~services 3]38
Mf"N~rv .Tewelrv Store Aooraisal of iewe1rv 1C 00
Russell Marino Re~ister Filing Inventorv 7 00
Reed lear &Co.Reimbursement of Dividend 61 75
7.elt:Fv 7.elt Attornevs'fees ,:.2.-l,,'?I.J.""00
Wray G.Zelt III Executors'commission 51.07E 00WravG.Ze1t
Alice L.Miller Notary fees 1'")00
W.qr~.qw Monument Co.Gravemarker 150 00
-
76.995 63
COMMONWEALTH OF PENNSYLVANIA }
~~_8.:
G.ZeIt III
::.-:I ~=:
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"......~.:',1-L1CE L.MILLER
Np~a~~~U~jc,WaShington,Washir.gton Co.
•'..-lMYJ~ommissionExpires March 20.1972"':.~"'-;,v""J,.,;'71'\:\"\"
MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS'A JUST AND TRUE srATENEN 0
ADMINISTR....TION SUBMITTED TO THE ESTATE OF ~HAZEL EGAN
INHERITANCE TAX PURPOSES.
N "'N~~",~~CRJBED BEFORE ME THIS ,/yd DAY OP-----1=-..!..~"4CV-~A¥-....L.!.-,#-----_(L.6.1
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THLSUM OF $11.~..
SUPPLEMENTAL
STATEMENT OF DEBTS
AND DEDUCTIONS
COU.NTY
ESTATE OF M.HAZEL EVAN LATE OF.Borough of East Washington t
County,Pennsylvania
DATE OF FILING APPRAISEMENT DATS 0"DEATH .August ,29,196..8,
AND AGENT OF THE:COMMONWEALTH
....,
•.•OFFICE OF THE
REGISTER OF WILLS
OF'Washington
Form RCC·IO
.,
DATE NO.OF NA...IL OF PAYEE RE",ARKS AMOUNT
VOUOIl'"
Housekeeper--1 ll1h 00 •'Rp~~ip 'R '.9/25/68 throu~h 9 r25/69"~'}cfil:Securith--l~ousekeepet
Internal Revenue Set'vice 9 25 68 throu~9 25/69 .431-15 •
Col.Gas S'Vstem.Inc.Repayment of .5/15/67 819.72diviaend,
Wash Co Motor Club License plate.;7 150
Tn",---.,1 ~e Servi~e ~,~~nt dye Qn 1968 Q001-'!qlL "'.';It,,.;~-rv ~,W~7~/~bil1S from /I i9 •Citizens Water Co.11 7 68 throu2h 9 25 6 36.51
~t7~7~~c!>i11~hfij~~\/I\~•West Penn power QQ 1,:\'),
Col.Gas of Pa.y"?~}~kS t roil rh q/2ll/l\q b..b..0 11\E;•
r~}~~?~~e )i11~hf~~~';/I\Q •'R~11 "p 1 r.n 7';101
Wash.-E.Wash.Joint Auth.~i'1~~76~i~J.S f~~mq/2ll/l\q ?I\IQI\'
Warsaw Monument Co.Bal.due on gravemarker 420.00
Broke,.'a Comnissiona Sale of Decedent f S At.n ~1t'8 J•.m,07
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COMMONWE."_L_T.....H........O.....F""'PE!90
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.=:S.....Y....L_V_.'_N_IA__}SS:
..IlIU...a..,,~..x.a.."""""=...a.-'U.u!......n..!:.S,~~.--!:oZ~e:..:!l~t::......:I!:.o,I:!::.I:!:....__-I--+__---..14 E.~EBY CERTIFY.THAT.TO THE BEeT OF
__'MY I<NOWLE~~t;,AN~BELIEF,THE FOREGOING IS'A JUST AND 1IRU E srATEM NT
_-ADMI~ISTRAT~6NJSY~~IlTTED TO THE ESTATE OF ..a.o....-Ie.t20."-&.L.....&!.1;~l.-~H:....-__I_~~-.,t.':./I-D
'.INH~RITANCE·:TAJCPURPOSES.*'::---.:.--.":.
i ~.--..........~--j-T--f-7-I'-=-tt----.;:-;fz:.=tL-l:Hi'--------(L.5.)
:'\SWORN AN!)SJBs~RiBEDBEFORE ME THIS 29th DAY OP'
;:,-,...,,~·seli.t:~r .18M.-~~~·~V Z 22u-?44)
1',"10 ....':".~,,-..
,,·"~L1CE L MILLER
Notary Public.Washington.Washington Go.
My ComrTission Expires March 20,1972
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RC:-81,(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY cOLLECTIONS'
INHERITANCE TAX DIVISION
NOTICE Os FILING OF APPRAISEMENT
WRAY G.ZELT
(Executor~)'
:.
IN YOUR REPLY PLEA.E
REFIER TO 37-144-3
In Re:Est ate of -'M=.-'HA=Z=EI=,-:E&=AN==---------
______W_AS_:-I_D_iiZ_TO_N County -File No.6)-68-1188
Dear Mr.Zelt:
You are hereby noti::ied that the original
appraisement in the estate of M.Hazel Egan .
has been filed in the office of the Register of Wills qf Washington
COOlty on October 7 ,19 69.Said appraisement reflects'the
following valuations:.
Jt.Held
RealEst ate _--'-_----.~r;4~O~,:..,O...,OO~.-;:;OO;"lO~---
Personal property __l~,~63~3~,5~6~8~.~7~O~·__~~~=-:---:=8-=:52;.:.·.:...:::80-:-:-..,-__
Tota1 ---..:l~,L:6::J7..::l4:..z.,:%42:::l~.!.c5~O:.____
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
re:nains unpaid after one year from date of death',interest at.the'rate
of six (6%)percent per annum is charged.
Any part.:y in interest who is aggrieved by an ~ppraisement may
appeal therefrom as provided by law.
Date O.....;c.....;t....:.o.::...b_er::....-:7'-",e.-.:;;;l~9..:..69=____Signe~.q:~Q*
Title W.R.CHAIIEY,CH APPRAISER
DATE OF DEA.TH :-'ugust 29,1968
Note:This is not a bill.
RCC-39 (&-68)
~;:it....
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
.---~~
(First Name){Initial)
Estate of_EG_A_N..:...,M_e HA_ZEL DATE OF DEATH
(Last Name)
8-29-68 FILE NO.63-68-1188
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed lnheritance Tax Appraiser in and for the County of .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 colu11n to tlhe right in Schedules "A","B", "C",and "E".
10-07-'69
08...29-68
Dated:·------.,-:.-.----~
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:__...1.,.0-=(ll-'-'-;::.:6....9~·_
I,the und:migned duly elected Register of Wills in and for Washington .County,Pennsylvania,do respect-
fully report·that I have allowed deductions in the amounts claimed by deponent,exce·pt as to those items where a greater or
lesser amount is set forth in the last column to the rigbt in Sc:hedule "F",which greater or lesser amount represents the sum
allowed as a de:luction.
1,578,459 03
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU·LE F)
CLEAR VALUE OF ESTATE
VALUE AS REPORTED
$
1 6
1,578,459 03
VALUE AS REAPPRAISED
$-------+--
__2_5_0'_17_0_t=
FOR USE OF REGISTER ONLY
Tax on·$~_==2%
Tax on $__.....=.---+--,...,,.,-6%
Tax on'$----------+-~=-5%
Tax on·$--+--="',."..1
Tax on $J5
Exemptions _.:-*
Total Estate 1-,-..".,.-
TOTAL TAX
COMPUTATION OF TAX
$---------i--
$--------1--
$--~--'----+-
$-------+----
$-------+--
$.--1.--
I·
(*)'As evidenced by Charitable
.Exemption Certificates issued
.by the Secretary of Revenue.
Less tax previously paid
.BALANCE
Less 5%of tax if paid within
3 months after death :::::::::::!::t==
BALANCE OF INHERITANCE TAX:DUE $C·
Add interest at rate of 6%from
to -~l=$--AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid!$I
BALANCE DUE $ -L-
Add interest at rate of 6%from
to $---------It=:TOTAL TAX BALANCE $---_--1.
PAID $~--J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
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MATTER OF THE APPRAISEMENT
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Will !...No.AdminIstration
IN THE
OF THE
ESTATE OF
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Year
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Late of
,
County of
Deceased
lttXJl(l E.WASHINGTON :
WA5.HINal'.ON ..
•
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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"COUNTY :!l.~.~.~~.~.~.
FiLE NO ~?::~.~~.~.??.
(.F"nn RCC-2\
DEPARTMENT OF REVENUE..
BUREAU OF COUNTY COLLECTIONS
SARRISBURG.PENNA.171 ~7 .....-
CO~IMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT ......::.
DATE October 7,1969............................................................................................................
Whereas,...............................~!!.....~~.~.~J.::...~g~~....................................................................late of ......................~.~....~~.~.~~.".~...........................................
in the County of ...........................W.~~h~~~~........................................:...............................Commonwealth of Pennsylvania,having died on
I
the ...................................?9....tb...........................................day of ...............Al:l.~.~~...:.......................................19...~~..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
There:ore,I,.............................:w.~.~..!....QP:~~~.................................................................,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 Iinheritancetll.xes at the lawful collateral rate on any such future interest.,
,.Unit Appraisement \Description of Asset Values Made for Inheritance
Tax Purposes
$
REALTY:
/
See CODY of Schedule "!"attached toa .appraisement 40,000 (0)
PERSONALTY:
See copy of Schedule liB"attached·to appraisement 1,633,56e 70
JT.HELD:
See copy of Shedule "E"attached to appraisement 85~80
.
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.,;.Total 1,674,42 50.-
•
form~v:fhb~:::rh~.w<>l"ll~~'~l~~:~~o~e'.~;:;z~~~~?:2:t~..1~::~?:
ApJl1'alaer
....................................................................................................................................................................
~~;~"';'................................,Penna.
-'
RESIDENT'I~ERITANCE TAX APPRAISEMENT .'
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:WASHINGTOO
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....................M......HlZEL..J~AN..........·..·..·......D~~·~~;~d.
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Late of
E.WASHINGTON
Date of Death,:.:A~.~.t.29J l.99..~..
Appraisemel!t Docket Vol.,3..7 .
Page,l,,4.4~J.No.~~~.~:P::.~~.
Filed in Register's Office,Q~.t.~9.~.~....7.J.......19.J?9..
A11WUnl of tax due,$..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,..
Wrote abo.~t Appra.isement,
Appeal f"om Appraisement,.
Entered and charged,..
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<,.•pE~ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.I7I ~7.
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT "'
DATE .9..~~.9.~.~!.7..~!?~?..
_COUNTY ~~~~.~.~.~!1..
.,fiLE NO.63-68-1188.:;..-----...~--~..--
Whereas,~~~~.~~~g~~late of ~~~.~~~.~~.~~.~~.
in the County of W~~.h.~.~.9.~Commonwealth ofPennsylvania,having died on
the ??~.h day of A~~.~19 ~.~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w..~.~.~9.:h~.~.~.y._ ,an appraiser duly appointed according to law,
having been designated to make a fair and conscbnable 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 Ufe or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any suh futcre Interest.
Description of AIS~t
LIFE EiTATE
AGE OF LIFE TENANT at the Time of death of the decedent 81 yrs.
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
Gross Value
D&D
Clear Value
95,961.47
$1,578,460.03 X .15849 =$250,170.13 Val ue of Life Estate IV
L .fiI"Q
$250.170.13 X 15%=37.525.52 Tax due on Life Estate
/0 .,,(p~
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,
RESIDENT.INHERITANCE TAX APP~AISEMENT
~,.
.-. :WAS.JUNGT.o'w..County
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"
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Estate of
................M..~»A,?;~~~..
Deceas.ed:
Lale of
.....................................~.~y.JAS.H.I:NG.TQN._._.
Date 0/Death,A~~t ?9.J J,9~.~.......................:".
Appraisemel!t Docket Vol.,J..7 :..
fJage,l.44~3 No 43..~.(.J.$~l~Q!t~:..
"
.V~':,,;..-...~,-
;
Filed in Register's Office,9..~~~~.~~7.1!.19 9..Cl,
Amount of tax due,$~..
DEPARIMENT OF REVENUE
t-'·.
Received,
Exa.mined and Approved,..
Wrote abo.ltt Appra.isement,
..
....
....
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....
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'...
~
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Appeal /1'0»1 Appraisement,.
Entered and charged,f.:;.
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==~~-~~,...~._------_.--~-----._.__.,~_.~_._-~~-~._.~---
~"....;<;.JCOMMO~WEAI.TH'OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF C::>UNTY COLLECTIONS
HAIRRISBURG
17127
March 16,1971
Mrs.Frances Leo,Chief AppraiEer
Inheritance Tax Division
Room '2.44,Washington Trust Building
S.E.Cor.East Beau &Main Street
Washington,Pennsylvania 15301
Re:Estate of .M.Hazel Egan
File No.63-68-1188
County of Washington
Date of Death:8/29/68
Dear l-Irs.Leo:
We received your letter of Ma.:'c.h 10,1971,requesting permission to
cOl'rect the remainder appraisal of J:1T..e 18,1970,because credit for the
unexpired portion of the still existing and unexpired lifE estate of George
E.Egan was not given when the estate elected to prepay the tax on May 26,
19';0,on the future interest in the above-captioned estate~
':.
The life tenant,as of the date of the election,\was 83 years old.
Accordingly,the applicable remainder factor would be .85877 resulting in
a valuation of the remainder interest,in question,of $61],680.18.
Since credit m"1St be given for the unexpli~ed portio::l of 9Jl existing
life estate,you are hereby auttorized to correct your records 9.nd we will
amend our's to conform with the foregoi::lg.
Very truly yours,
1f!~nrJl:~~
Inheritance Tax Div~sion
RAE/lsg
For:Peter Gapataides,Director
Bureau of County Collections
cc:.M!:'.Russell Marir:.o,Registe::'of TtJills
Wray G.ZeIt,Escuire
RCC-SI (2-64)
COMMONWEALTH"·OF PENNSYL VAN IA
,DEPARTMENT OF REVENUE
BURE*U'm=;:COUNTY cOLLECTIONS
H-lHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REF.R TO
NOTICE OF FILING OF APPRAISEMENT ,
\
37-144-3
WRAY G.ZELT &WRAY C.ZELT III
(Executor eXi:K}iHI~1i.UWoJU'
In Re:Estate of ..:.M::..:.~HA=.:.:Z:.:E:::::L~E~G~A~N~_
_____WJU:lA..",Sl.lH:L.]J:.iNIJI.UG;,J,T..\,Ol,i;NL-County -File No.
Dear Sirs:
63-68-1188
."
You are hereby notified that the~~RE~MA~I=ND~~E~R~-------
appraisement in the estate of"M.HAZEL EGAN
has been filed in the office of the Register,.of Wills qfNASHINGTO~I
County on June 18,,19 70.Said appraisement reflects'the
following valuations:
Re a1 .iEs tate _--'---,~A.!'O~~OLl,O~'O,.L._lOIJ'Ol,;L_-
Personal property 6_~7~9~;~2~6~1~.~4~8--,-_
Transfers ---""-'-__--:-__
Total -47...,1,l~9.......2<J,.6ul.........::4t..1.8J..--,.
As to such'tax that is paid within three months ,from date of
death,a five (5%)percent discount is allowable.As to ~ny tax that
remains unpaid after one year from date of death,,interest.at the',rate
of six (6%)percent ?er annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal,.there from as provided by law.
Date __J_u_n_e_l_8--L.'~1::.9=-:..70-=--_
DATE OF DEATH:August 29".1968
Signed ~:Ji:::::::,:.....C...:..~-IE~(.=.;.......~L~-PRA..:..:..::!::::I::::ZS~E~'l:::::"'-':-'-
Title ~
Note:This is not a bill.,..,
'r
'.
''4.
R CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
M.HAZELEstateofEGAN
(Last Name)(First Name)Onitia!)
DATE OF DEATH 8-29-68 FILE NO.63-68-1188
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do re spectfully report that I have apprais::d 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".
06-18-70Dated:-.....::....::......-=-==----=-::_------
REPORT OF THE REGISTER OF WILLS
•679.261 48
71Q 261 48
VALU~!S REPORTED V$ALUE ~S APPRAISED V$f!\
$-4~,000 00 40 000 00-~~~~-=-~~~~~~~~~~=-
261 48
Dated:_
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
I,the undecsigned duly elected Reg~ster of Wills in and for County,Pennsylvania,do respect-
fully report that Ehave allowed deduction~.in the amounts claimed by 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.
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $2%
Tax on "$6%
Tax on $5%
Thx~$lK
Tax on $71 a ')h1 AQ 15%
Exemptions *
Total Estate .....L........;._
TOTAL TAX
COMPUTATION OF TAX
$-------+---
$--------+--
$-------+---
$-------+---
$----.l......,..,......,...r.;;l.Q.;;l-..f"-4-
$:----------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary ofRevenue.
:::::::::::::t==
TOTAL TAX BALANCE :-----~~
PAID $.....L
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
•to $------
AMOUNT OF ESTATE TAX ASSESSED $..--jL-
Estate tax paid $---JL-
BALANCE DUE $l-
Add interest at rate of 6%from
-------1to-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same sho'Jld be noted below,with short explanatJOn.
- ------'----------------~---~---------------------------------------------,
,/
,~
<...'
/
Will
Administration !No .
IN THE
Year
..
.......-/
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Fonn RCC-2·.June 18 1970
I
COMMONWE~~T:".,OF PENNSYLVANIA DATE...................................................L ......................................
,DEPARTMENT OF REVENUE WASHINGTON.~RESIDENT INHERITANCE TAX COUNTYBUREAUOFCaUNTYCOLLECTIONS .....................................................................................................
APPRAISEMENT ,~.63-68-1188HARRISBURG,PENNA.17127 ~I ..FILE NO.t'
;
.!.....................................................................................................
.,'M.HAZEL EGANWhereas,late of WASHINGTON.................................................................................................................................................................<0•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
in the County of ........................WASH.lN.G.TON.......................................................................Commonwealth of Pennsylvania,having died on
the ...................................~.Q:1:..h..................................._.......day of ......._............Aygy.~.t..................................19.....6..8,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.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 va~ue of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the e'Jent that any future interest in this estate is transferred in possession or enjoymer.t to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves Cle right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest,
Unit Appraisementl:escrlption of Asset Values Made for Inheritar.ceTaxPurposes
$
i REMAINDER APPRAT
,
I REAL ESTATE:
As per Schedule TTAII filed 40 000 00
~:5RS;.
As per Schedule "BTT filed 679,261 48
i
TOTAL I~i 719,261 48,
I .
I .
I ,
,
,
.
i!
I
Having teen duly swo.rn accord:ng to law,~:;o~er~bY ~ertif~o~~~~p=;~n~iS made 1~:£formity with law on this .................../t'~.........
..................................................7.J/~~...,~.........................
Apprai8er I....""';Z'...................................................................
I,..I ~.(lC\UnbUd Stre t)
i
i
············~····························r~~i···Oiii~~·i·...........................................,Penna.
Rus 5l:LL }t~:...~iN ()
REGiSTEn OF 'W;LLS
Dec'eased,VJt\SH\NGTD~~CO"Pi\.
RESIDENT INHERITANCE TAX APPRAISEMENT ?70 DEC 3:
,WASHINGT.O'N............................~qou'1lty
or..::..,;I ....
REMAINDER APPRA I SE'MENT,'
~
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Estate of
M.HAZEL EGAN
Late of
:..,/
'....,.
/.'.
WASHINGTON
Date of Death,~.~,~ust 29,1.968......................................................
Appraisemellt Docket Vol 37"...,,.
Page,.~,4.~.~}"No."",,~,~,:.§.~,~1,~,~,~.:5
Filed ill Register's Office,""......"",,§~J~,::19 ,.?O
Amount of tax due,$."".""..""".""".."""":;"""..",,
DEPARTMENT OF REVENUE
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Received,
Exa.mined and Approved,"."".""""....."."..".""."""........"""""
Wrote abo.ut A ppra.isement,
.:....
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Appeal f,.om Appraisement,"""""".""".""""""
,
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E nteredand charged,""""""."""..,,"',,,..,,""",,.
~
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..
March 10,1970
MR.JOSEPH F.SHA)~Y,CHIEF
CO~fMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF·REVE~1JE
BUREAU OF COUNTY COLLECTIONS
INIillRITANCE TA~,,{DIVISION
FINANCE BUILDING
HARRISBURG,PENNSYLVANIA 17127·
Re:Estate of M.Hazel Egan
Late of Washington County
File No.63-68-J~88
Date of Death:d-29-68
Dear Mr.Shamay:
May we please have your permission to correct the Remainder
Appraisement in the above mentioned estate.
It seems that the Remainder Appraisment does not give credit for the
Unexpired Portion of-~he Life Estate.
The clear vallie of the Remainder Appraisement is $719,261.48.The
age of the Life Tenent as of May 26,1970,was 83,the factor is
.14123,making the Value of ~he Unexpired Life Estate is $101.581.30.
The Remainder is $617,680.18 @ 15%=$92,~52.03 (tax due).
Awaiting your reply,I remain,
/mjr Very .t~ulY yours,
FRANCES LEO ~
CHIEF APPRAISER'
'..
LAW OFFICES
ZELT &ZELT
33 WEST BEAU STREET
'NRAY G.ZELT
'NRAY G.ZELT I I WASHINGTON,PA.IS301
AREA CODE 412
PHONE 225-3420
May 26»1970
Russell Marino»Register of Wills
Court House
Washington»pennsylvania 15301
Re:Estate of M.Hazel Egan,deceased.
Dear Sir:
of the Inheritance
lnde is computed on the
te of the election of
r of Wills.
Very truly yours»
Wray G.ZeIt
In accordance with Section 714 of the Inheri e Tax Act
we are hereby electing to pay the taxQom::tfta-Jil~ure interest
in the above entitled estate as of s are filing
a Supplemental RCC form setting the
estate as of this date.Waul d enough advise
the Inheritance Tax author!ve so elected and
we are ready and willing to nee of the tax due
at any time.1 am enclosing a this letter for the
Inheritance Tax persr-::;:=.:~
It is my undersea
Tax Act that the
assets of the es
filing the same w
WGZ:lfm
Encs.(In dup.as stated)
Form RCC-33
RESIDENT DECEDENT
"
·COMMONWEAlTH OF PENNSYLVANIA
:DEPARTMENT OF R~VENUE.
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
.'
..............
IMPORTANT:This return must be completec 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,u!11ess an extension is granted b;t the Secretary ,of Revenue.(Section 703 of .
_the InlJ.eritance and Estate Tax Act of 1961.)SU.PPLEMENTAL RETURN OF ASSETS OF NET
,'~r..-,;;~~~~O~;;E~~~~.~~"".'}'-AFFiD~~/~~I:T~~~FiO~~l~~~~iNE ~R~~IN ~OR
.........................···········_··~:·:·:~f~~~~~···~i··~~~~t·)·············::==~K~~N~~RT:~i~~~~iEAT THE
Late of •.............•.................................K Co1inty .HAVING ELECTED TO HAVE THE VALUE OF
s:-of _·_~~~~~:;~·_------~}ss:itri
DFi~~~O~N~~S~L~~~:I~~~~g ~~y
Co nty of _.THE TAX ASSESSED THEREON PURSUANT TO
Administrator ··w.~?y~Pt·~·~··~:~;~~····~~··~~~~~~~~~;·fd~~~d·~·~·t..·b~i~I.iiR~i:-~·S.·~·~~;~-C~f(,.fh.i9 6rtcw
Decedent died .A:Y.g:Y.fM~~.th~.9 ii;;;.;.j ,19.{~~){~::::::~~eaVing .a iast will,copy of which is heret~attached.J
otherN::et::\::::r::~r:fse:tttao:;::~:}··.··ij~~~~··~·:··~:;~····..~·t~~.:~.·.·.·G ..•.......Z.e..l.t..,I.I.I .
whom all ccrre.spondence should be...
mailed.Wa..shingto·n~·Pa·~·,..i5jOi ..
That as such .....~.?.:::.:.~~.~~,~9.E.......deponent is familiar with the affairs of said estate and the property con-
.n:x"culor·Admirilstralor)..
stituting thE:assets thereof and their fair market value.,as of May 26,1970
..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 ;;lnother;or inrlecedent's individual name,with right of access by another as agent
or dep~ty,with the exception of the following:-
NAME AND ADDRESS OF BANK'OR OT~~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 ~aid safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth:
['hat Sc.hedule A at;;;ached l1ereto 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 en~umbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgage~e,rate of interest,and book and page of record
thereof.It also sets forth in the columns p oVided therefore the assessed valuation of each of said
parcels,tte estimated market vaJue thereof as of date of death of decedent•.
That Schedule B attached hereto and mE-de part hereof sets forth fully and in detail.all personal
property wleresover situated (owned by the decede-nt at the time of death;all moneys left 9y.-'the decedent
..'')...at the time of death,whether 'in decedent's imm~diate possession,standing to decedent'·s.c"redlt in banks.";::>""-.of deposit,saVings·banks,t'rust companies,or other institutions,whether individuallY,Y:;'1n trust for'.".·u .,any other J:erson or persons giving also separate·ly the accrued interest thereon,if anY,:.:down .to the last
interest df..y prior to decedent's deatll in t}:1e case of 'savings banks,and to the date 6f-dec~aent~s death
in all other ~ases;,all bonds,,postal'savings,treasury certificates or notes and oth~~~~~~~~bce o~in
Clebtedness of the Uni ted States to the deced~nJ;;;'all obligations,whether by statute o·!,(Il.~re.e~E!nt they,"r,are designated as tax free,of.ttte United States,or any state,or political subdivision".tJiereof,or of
•.."ff/'.\,.,any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverWare,pic~
tures,boots,works 'of art,.household fur~iture,horses,carriages,automobiles,boats,and any and all
other persanal chattels of whatsoever kind!or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortg~~es held by decedent and of all claims due and owing decedent
at the·time of death,and all promissory notes or other instruments in writing for the payment of money
of 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 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 securitjes owned by the decedent at the time of death,with the market
value tt:ere-of 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 ass~ts 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 agre:ement,(if oral,a 'statement setting forth the nature of the agreement)
together.wit~'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 subinitted.·It should also set forth in itemized form,together with the fair market value
.thereof,.any other property ow_ned or bequeathed by the decedent·at the time ~f death.
"
The SCh:dule C ~ttac~ed h:reto and made part hereof 's~ts 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 'deceden't's death,or intended to take effect'in.pos~essioy{or e'njoyment at or
after death,Said schedule sets forth th~nature and value of such property,to whom transferred,.the
relationship of'the transferees to the decedent,the proportionate share received by.each transfe~ee and
all other ·fac~s of:a,per.tinent .nature regarding said transf.ers•.In ·the case of transfers intended to
take effect in'possesSion or enjoyment at or after death,there is also attached to the SChedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,Which passes at de'cedent'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 indi~idually.or jointly,b¥the wi~l,deed,or other instrumerit 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 riature 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 W~II.It also
contains.a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior
to decedent,the dates of their death,their issue,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 ~thers,including intangible,st~nding in the name
of the decedent and others,plus the date and place of r.ecord 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 attache~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 period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);.together with a statemen't of coilater'ai pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re~
qU~st,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.
therein,.and "F"asThatthetotalsoftheappropriatecolumnsinSchedules"A","B",
have been'carried forward and properly registered in the Summary•.~:.'\...~'=.~~~,-;
Subscrilid(sil,&sworn to before me this .
-]~l ,•...:q.,:~~:~;::~~_~~z:~'
;,'~~Notary Public.Washington.Washington Co.
My Commission Expires January 28,1974
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 corporat~ons 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;,c34 (1-64)
COMMONW&:ALTH OF PENNSYLVANIA
DEPARTMENT'OF REVENUE
BUREAU OF COUNTY COLL~CTIONS.•
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT,
!,
-..,...
SCHEDULE "A"
REAL PROPERTY
.[
Real property in Penn'sylvania,with stat~rTient of mortgage encumbrances upon eJch p~lrcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,reporton $ch!:!dule liE".Property held by
the decedent as tenant in cOTlmon 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.
I,
The real property located In the Commonwealth of Penns:~lvanlashould be"
described by ~ot and block number,street and street number,together with
a general desCription of the property;with a reference to the record of the
conveyance by which the decedent took t'tle;If a farm state number of a:
cres;also stctement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must net be deducted hom this schedule.
-...'I
House and lot,345 East Beau Street,
Washington,Washington'County,
Penn.sylvania
,>
(1)(2)(3)
f DEPARTMENT
ASSE~S~D VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
•
$40,000.0(
"
Insert this total opposite "real property",Sched'Jle "A"in the 'X X X X X
"As Reported"column on the last page of this r~turn.
$40,000.00
F.CC-35
COMMONWEALTH OF PENNSYLVANIh
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
"0
SCHEDULE "n"
PERSONAL PROPERTY
'f"
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.
?angible.personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,aut~mobiles,boats,etc.)
Intangible personal pr.)perty,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mor-tgages,notes,together with accr~ed interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate or or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be"listed in this schedule.
Item
No.
1.
(
2.
3.
4.
5..
6.
7.
8.
'.
IT~~
List and describe fUlly
Following are the assets of the Estate
of M.Hazel Egan,deceased,to be held
in trust for the life of George E.Egan,
the same being valued as of May 26,1970
23,362 She Texaco,Inc.@ 24.25
(Mean market value May 26,1970)
First Federal S&L Assoc.of Washington
Promissory Note)John F.Egan
Household furnishings
Antique jewe1ry\
1950 Ford Coupe
Cash advanced to Trustees
Cash on hand
UNIT
VALUE
ESTIMATED ,
MARKEl'VALUE
566,528.50
11,372.41
5,000.00
5,000.00
1,070.00
100.00
4,000.00
86,190.57
_DEPARTMENT VALUATION
(Do not write in
this space)
Insert this t·)tal opposite "Personal Property",Schedule "B"in
the "As Reported"colwnn on the last page of this return.
x X $679,261.48
(1)Did d€cedent,within two years of death,make any transfer of any material part 0tiaiS estate,without
receiving a valuable and adequate consideration ·therefor?(Answer yes or no)__
(2)·Did decedent,within two years of death,transfer property from himself to himself and another or
.others (including a spouse)in joint oW:1ership?(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 health at.time of making the transfer.dNote 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 enjoyment at or after his death?
(Answer yes or no)no . .
(a)Was ·there any possibility that the property transferred mi~ht retu;n to transferer or 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 tll'ansfer without receiving.a valuable and adequate consideration
therefor under ,which transferor'expressly or impl iedly reserves for his life or an~'period which does
not im fact end before his death:no
(a)The possession or enjoyment of or the right to income from tne prop~rty transferred?
(Answer yes or no)~__
(b)The right to deslgnate the ,persons who shall possess or enjc,y the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b)aboye is in the affirmative,state whether the right was reserved in decedent
alone or others not applicable
(7)Did decedent in his lifetime make a transfer,the consideration for whi.~h was,transferee's promise to
pay income to or for the bemefit of care of transferor?(Answer yes or no)'no
(8)Did decedent,at any time,transfer proper'ty,,the beneficial.enjo~'11lent of which was subject to Change,
because of a reserved power to alter,aIrend,or revoke,or which could :--evert to decedent under terms
of t!'E.nsfer or by operation of law?(Answer yes or no)no
(9)If the,ahswer 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?not applicable
(Answer yes or no):--_
'NOTE 1:..'2he"!lnswers to these q,uestions shc·uld be supported by affidavit by the attending physician as
well as a c~py,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.
,.
I
,;'.•
"1RCC-36·a 'l
rOw\ION'IT<:ALTH OF PE~NSYLVANIA.
TH..1NSFER INHERITANCE TAX
~~SIDENT·DECEDENT·
SCHEDULE "c"
TIL.c\.NSFERS
...I
I
I
~..
ITEM
None'
DESCRIPTION MARKET VALUE
(EstilT;ated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reportej"column on the last 'page of this return.
None,
·~
COMMONWEALTH OF PENNSYLVANIA
TRA.NSFER INHERITANCE TAX·,
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OlmED PROPERTY
INSTRllCTIOSS:This schedule must disclose a:"l property,real and personal,owned by the decedent jointly
with anotjer or others,including intangitles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under 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-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit percentage Estate
Address and Relationship of Co-Owners,and Flace I Value Share Valuation
of Record of Instrument,where Real Estate.I
See original RCC-33 filed
August 18,1969
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"colunn 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
\I •~I ~
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA .
TRANSFER INHERI':"ANCE TAX
RESIDENT DECEDE~T
SCHEDULE "0"
BENEFICIARIES
st
st
st
st
st
BENEFICIARIES AND ADDRESSES RELATIONSH=P SURVIVED DATE(If step-children or i INTEREST OFStatefullnamesandaddressesofall~ho illegitima:e children DECEDENT OF 'BENEFICIARY
ave an interest,vested,contingent or otjer are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRT:I
~George E.Egan Brother Yes Life Tenant
345 E.Beau,St.Entire Estate
W~shington,Pa."
Margaret E.Miller Niece Yes Undivided 1/5 intere
'7733 Suffolk,in remainder
Shr~wsbu.:yD ,Missouri
David M,.Egan Nephew ,
Undivided 115 intereYes
1125 Sunset Dr.in remamnder
Tulsa,Oklahoma
,
-John F.Egan Nephew Yes Undivided 1/5 inte,re
P.O.Box 145
"in remainder
Eihtchfield:Kentucky ,.
James ,c.Egan,Nephew Yes Undivided 1/5 intere
533 Leslie 1Drive .'in remainder
Newark,Ohio
"Undivided'l/SNewarkTrustCompanyIn'trust for William F.intere
Newark,Ohio Egan,1027 \if ~ant Ave.-Trust for life of
Newark,Ohio,et a1.William F.Egan ,
.
~-
-..~.:
-
h
Deponent further says that all the above-named beneficiaries are living at this time ex~ept below:
DATE OF DEATH RESIDENCE
No exce t ions
Year.~·1968';....................',j
OF THE
ESTATE OF
REPORT AND APPRAISAL
"t:J ~Cll Cll;;l .~o -
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Cll....~
enc::~5:II ""
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tJ ~;::
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=
...,....
(Executor-Administrator
must complete "As
Reported",column #1.)
(j)~'........0 ~'.~"',,:::lCJ')"-'".::.:j........Cll....~,.'"><'.~,c:r(b
t'l1 :'"',.....,~.....Cll
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1188
IN THE
~'N~.
Deceased
._(',
...WCl.~.hi.J:1g t.9.p...
...w.?~.l1..:L.Ilgt:9.I1 ,.
M.HAZEL EGAN
~IATIER OF THE APPRAISEMENT
Late of .
Commom\'ealth of Pennsylvania
County of
Will
Administration
~~~~
Wray G.Zelt
Wray G.Zelt,III
23 East Beau Street
Washington,Pennsylvania
.~~~
1,
I'1.~,
:'-J
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:1-''.:~:
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-'
Form RCc-33
RESIDENT DECEDENT
·COMMONWEALTH·OF PENNSVI..VAN IA
DEPARTMENT OF R~VENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF';:""", ...I,'.
"
IMPORTANT:.This r!'lturn .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 ,·dl,J~.within one year after
date of death,.unless an extension is granted by the Secretary of.Revenue•.(Section 703 of
-.thejn9~rit~hce..~n~~:~.E!tate,T8,)C1\o~t of 1~!31.)SuPPlJi;MSNTAL RETURN OF ASSBTS OF NET
,IN THE MATTER OF THE·ESTATE'OF.}'EsTATE TO BE CONTINUED IN TRUST FOR
, .M'.·'1lAZEL EGAN"."."AFFiDAVIT OF THE Lb'OF GEORGE E.'EGAN,.......................:··..~:·::~f~~~..·~i..d~~~t·)'·:..,..· ·..·:~=s~:~:~~~~i:~~:~~TTHE
Late.of ···..·;E~S~V~·~..···..···~·~Ollnt.0 HAV.INGELECT,~DTO lJAW,THE.VAi,UE ''p1!.
state of ~:.:~:.~~::,·..··:··:·}ss:~IDF:O:S~~.~~J.~=x::~.:=.,y ..
Co~nty of ~..WASHINGTON ,_..'tHE TAX ASSESSED''l'HEREON PURSUANT TO
Administrator.::W~~y~{;t~·~··~!;:::r····~~·~~~~~~~~:·~~~~~~·t···b~~~.~;§SI~:~~o·fhi9~to!
Decedent'dJed AUgU$(..MJ;ont..h.2)'.9...,.•'i~.~:8..:..{··~~.~tate ·lea~ing:.a last ~ill.'c~p)'6£which is hereto attached,.}.
(JIlIY!((,liT).intes~ate .
o therN::t:::i :::~:::r;fse:tttao:~::;~}....~-;ai~~~~:~:~~;~~~:iG....:zelt·,·111 .....uu..u·.u......uu.....u •••_.
::~~ed~l1 correspondence should be ,washing.·ton·,fa'-:'iS30i u
,.u ,......u ..
Th t h
co~executo:r d .nt'f''1''th'th If'f "d t d thaassuc;..,....................epone 'IS ami lar WI e a airs 0 ,sal .es ,ate .an e property con-
(Ex""u!.or,Admini.lrukor).
stituting the assets thereof and their fair market value.;as of May 26,1970
,.'That'at the time of death there was no safEl :deposit'box registered in decedent's individual.name,or jointly
with..or as agent or deputy ,of ~mother.or in,decedem's individual name.with right of access by another as agent
or deputy.",:ith the'ekception of the following:----:....,.,. '
ADDRESS --,
1
,,RELATIONSHIPNAMI'AND:OF BANK OR OTHER lNS'TITUTION THIS SAFE DEPOSIT BOX RENTED OF JOINT
IN WHICH DECEDENT ,RENTED A SAFE DEPOSIT BOX .IN,NAME OR NAMES OP I.HOLDERS TO DECEDENT..-_.
j,
.---
_.-"-,
That the contents of said.safe de~Q$it box or boxes are itemized'under Schedules of this
return,with the e'xcep,tion of the following,for the reasons her.einafter set forth:
.That Sc.hedule A'att~ched l1ereto and mad~'p~r't hereof sets forth full v and in"detaIl all the
·r·'eal property in the Commonweal t;l of Pennsylvania .)f·which decedent died having an interest therein.It
'also .sets f'orth the mortgage encqmbrances Up(m eaC::l·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 v,~luation of each of said
parcels,tt~e estimated market value thereof as of c.ate of death of decedent...'•_•--.oJ
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the dece(lent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immedi~te possession,standing to decedent's'credit in banks
of ueposit,savings banks,trust companies,or oth3r institutions,whether individually,or intrust for
any other person or persons givigg also separately the'accrued int~rest thereon,if any,down to the last
interest day prior to decedent's death in the GlI,f!e of savings banks,and to the date of'decedent's death
in all 'other cases;all bonds,Jlostal savings,treasury.certificates or notes and other evidence of in-d'ebtedri~sS'of the United States to the decedent;allobl1gations,whether by statute or agreement they
·are designated as tax free,of the United States,or any state,or political subdivision thereof,or of.I .any foreign country,.which areoWJ1ed at the timflof death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of·art,hou's~hold furniture~horses,carriages,automobiles,boats,and any and all
other persc:malchattels 'of whatsoeVer kind or nature,left by decedent,together with the fairly estimated
ma'rket value thereof';all bonds land mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all p,romissory notes or other lnstrwnents inwrit1ng for the payment of money
'0f which decedent died possessed,of whatsoever n·;l.ture,with interest thereon,if any,giving the face
value and 'estimated fair !'1arket value thereof',and if such estimated fa:l,r market value be less than the
f8:c'evalue,it sets forth ~rieflY the reasons for !'iuch depreciaUon 'as to each item;l!-ll moneys payable
:tothe estate from life insuranoe polici'escarried by decedent;all annuity and endowment contracts the\'.proceeds of whi'ch were payalHe upon the death of the decedent;and all the corporate stocks and <li"vidends
.due ·thereon and unpaid as of the 'date of death,bc;·nds and a'ccrued 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 als~sets forth the interest of decede~t at the time of
death ina~y .co-p~rtners~ip or business,and in support of the value of.such interest there is annex~dto..'"..t..!I _. • _ ....•~
said schedule,financial statements showing the a'ssets and liabilities of said co-partnership'or busine·ss.
A copy of the co-p'artnership 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 othe~.facts
pertaining to the business as ~ay 'be pertinent to a fair and just appraisal of the decedent's interest
therein mtist,be submitted.·:I It~>Should also set f?rth il'1 itemized form,togethe\with the fair market value
.thereof,.any ,other property ~wned or'b~queathed by the decedent·at the time'~f death.
I •If"~~,..
The Schedule C attached heret.o and.made part hereof sets forth a true'answer'to each inquiry
'contained therein and.in the''case of tr'ansfers'ofproperty,real'or personal,.within two·:y~ars of decede~t:s
death,in cont.emplation of decedenY s death,:or intended to take effect in .poss~'ssion·or·enjoyment;'at o,r
a'ft~r death,.~.s:a:l.:d ,sche~ule,sets forth the nature and value of such'propert.y~to whom.tr~sferr·ed,·t,he
r.elations~ip of 'the transferees 'to the decedent,the proportionate share receive'd by.each transfe~ee~'tind
ap other t:!1cts'.ot:',a perti~ent nature,regarding said transf~rs..In the cQ.~e of tra~sfers intended'to
take effect:1n posse'ssi~~or enjoyment at or after death,there is also att9.c'hed't,o·th~schedule a COllY
of the dee.~,trus.t agreement ,or .other instrument ~reating the trust•.Thefl~is also set forth in said
,,. •1".';",.l.!..Ii.• '.,"~•schedule a list of all prqperty,real 'and versonal,with its value,whicn passes at'decedent's death by
virtue of the exercise by decedent,either in'dividually,or jointly with another,or any power of appoint-
men;t vested in decedent,'either individually or jointly,by toe will,deed,or other ins.trument of another,
with a copy of the instrument creating such power attached to the schedule•
.:.,,-:1 i
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons benefici!ipy inter,e!?ted in this estate.;at the time of decedent's death,the na~ure of their res-
.pective interests,their r~lation~hip,.if any,'to the'decedent,togethe'r .;ith the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
..•• ,"'.I I >~.",~•,\,•contains'a statement shoWing which of the beneficiaries named in the decedent's'wilT,"if any,'died prior
to decedent,the dates of their death,t,heir·issue,andthe relationship of such .issue to the beneficiary.
••j ~,,
j '.I
..~/.
<.~~..~
That Schedule ~attached hereto .and made a part hereof sets forth all property,real and per-
sonal,owned by.the,decedent jointly with anotber or o~he,rs,including int~gible,,standing in the name
'of the'decedent and others,plus the date and place of r.ecord of instruments effecting the vestiture of
•.•-I,~• "~
'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 m~de a part hereof sets forth fUlly apd in detail all 'debts
and d~ductions 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 clai~s owing and lmpaid at time of
'\.'.death;taxes accrued.chargeable for period prior to decedent's death (except those allowed under Section'
651 of the Inheritan~e'andEstate Ta~Act);t~geth~~'wfth·a statemen:t ofc.)ilater·al pledged for obliga-
tions,if any.It isag~eed that the fiducia'ry will present proof of said.claimed obligations upon re-
'qu~st,that if the amount actually paid in settlement of any fee,com~ission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that._
the amount of tax assessed can be reassessed in accordance thereWith.
That the totals of the appropriate columns in Schedules "A",."B","en,"E",and "F"as directed therein"
have been carried forward and properly registered in the Summary..,
Subscribedandsy.'0111 to before me this "(."'-
•n _•••
Cd,.(ExeC'Utor~)
,?.~.,..f;~.~,~.,.:.~~~~~!;~~.~.!;..:.~.;~_._..
(Street Numb.er)
·,W~.~~.~~g~9.~,I.,~.:~.:II~.:..:~.?~.Q~..
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affida·..-i·t 'and'sphedules annexed are
fi~led 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 inter~st in any co-par~~ership or business,that the
data and statements required unde'r the paragraph above relating to Schedule''"B""are a'ttachedo_Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
...........:":26th d~y of :Kay 19 10 ..
~.,.'
.~~..~'.
'FV:C-34 (1-64),
COMMONWEAl!.TH OF PENNSYLVANIA .:
,,DEPARTMENT"(),F REVENUE'
BUREAU OF COUNTY COL,LECTIONS
TRANSFE,R INH,ERITANCE TAX
RESIDENT DECEDENT
SCHEDUL.E .·tA"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each;pClrcel at death of dece-
,dent.'Where property held as ijoint tenant or tenancy by entireties,report on Schedule liE".Property held by,
the decedent as tenant in common with another or others,should be identified as 10 quantum of interest and'
'the estimated value sh~~ld,be that of,t~e d~cedel'lt'sinterest only.
r '"
The reaf property located In the Commonwealth of Pennsylvanl~s:'ould be'
d4[lscrlbed by lct and block ,number,street end street number,togetfler with
a general descllptlon of the property,with :I'refere'nc~to the record of the
,ca'nveyance by which the decedent took title;If a farm state number of a·cr~s;also statement of mortgage encumbra.ces upon each parcel C'lt death
of decedent.Taxes,assessments;accru'ed Interest on mortgage~,etc.,are'
10 be listed onS~heduleIIF"and must'not.be deducted from thisscheduIe.
House and 19t,345 Sast BeauStree~';
'Wa,sh1tagton,'tfash1ngton County,~,'I?~rm$ylvania ..
i .,
,.
k .,
..
(1)
ASSESSED VALUE
FQR YEAR OF •
DECEDENT'S
DEATH
,,
(2)
~:STIMA TED
MARKET VALUE,
.'$40~OOO ~01
'.:.,
,..'
,.,.I'.
(31
DEPARTMENT
VALUATION
CAUTION
(Do not write'
,In this space)•
"
{':
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,ijl
".,
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...'-;~.'..
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"
"
,:."
l"
"
"
Insert this totel opposite II rea l propemty",Schedule IIA"in the
"As Reported"column on the last page of this return.
xxxxx $40,000.00,
COW~ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RES=DENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned .individually
by.the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must·be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to 'another or others,including but not limited to P.O.]).U.S.Savings Bonds and tenta-
tive·trust accounts,.must ~e 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 ~onds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,c;ogether with accrued interest or diVidends,salaries or wages,insurance pay-
able'~o the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
est~te o~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.
--...,.----.----~--~~-----...;..-.-.-":",,,-,-...;...-...,.---T""'------.....----------
Item
No.
ITEM
~ist and describe fu~ly
~
UN~T ESTIMATED
VALUE MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in ;
this space)
..rallowing $~~the assets of the Estate
of .,1.Haeel &gan~deceased,to ~held,
ttl trust fer the life of George .~.Egan J
thGMlne ,bEl1ng valued aSi of ~..3 26,1~7().
10 ~3~362 She ~xaco,In¢.@.24.2S(.,O~n market value Ma.Y 2·6;1970)
PromtsaoryNote John F.~ga¥'A
4.·:Houeehold f'Urnt$hings
s..An~ique jet~elry
,6.:1.950 ,Ford CQupe,
·7.'(;ash advenced to Trustees
8.:~·;cash on band
'\'"
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
566,528.50
5,000.00
1.,010.00
100.00..
4,000.00
86 t 190,.,5'7,
x X $619,261.48
\
CmP.lfON'I'EALTH OF PENNSYLVANIA.
TIU~SFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
!'
.~
f',.'..~.~'.'I
(1)Did decedent,within tw'o years of death,make any transfer of any material part.of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)IU)
(2)Did decedent,within ~wo years of death,transfer property from himself to himself and another or
(,thers (including a spouse)in joict ownership?(Answer yes or no)110
(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 health 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 enjoyment at or after his death?
(Answer yes or no).no .
(a)Was there a~y possibility that the property transferred might return to transferer or his
estate orb~subject to his power of disposition?(Answer yes or no)_
,(b)What was the transferee'5 ageat.time of decedent's death?_
(5)Did decedent in his lifetime make any t.ransfer"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:no"....'
..(a)The p·os.session:or enjoyment of or':the right :to income from th~'property transferred?
(Answer ,yes or no)~__~__~__
.(b)',The ~ight ,to 'designate the ,pers,'ot;l,s who shalt possess or enjoy the property transferred or
I;-income therefrom?(Answer yes or'no)".,
(6)U':the answer to (5)',(b)above is in the affirmattve,sta1;e,,whether the right wa.s reserved in decedent
alone or 0 thers ------a~r_~~..!,.;Io(;;~~~----:-:-----__:_=_--_:_:_--__=--__::_:__:_----_:_--___::_--_;_----_:_--_:_
,(7)Did decedent in his lifetime ma e a transfer,the consideration for which was transferee's promise to
pay income to o'r fo~t~benefit of care o'f't~ansferor?(Answer yes or no)no
(8)Did decedent,at 'any t'tme;·t~ansfer.property,·'the beneficial enjoyment 'of·'which was subject to change,
because of a reserved p:>wer to alter,amend,or revoke,or which cOllld revert to decedent under terms
of trl.!-nsfer or,by operation of.law?(Answet;yes.or no)DO I "
(9)If'the 'answer to (8)ab:>ve is in tne 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?not Gp··"llcable.
,;.;."(Answer yes or _no>,.:'1 ' "IF·. . .
'.'.'-,'NOTE 1:The answers to these questions should be supported by a.ffidavit by the attending physician as
:,'well'a,s a copy 'of the death ce~ificate•
.,NOTE 2:~..,If",answer ,to any of 'the above questions is yes,set forth below a 'description of the property
transfer'I"ed~,1'it's,fair market value at date of death,dates of transfers and to 1't'hom transferred,with
relationship .of transferee~to decedent,if any.Submit copy of any trust deed ·or,instrument,if trans-
.fers are claimed t~be n~n-taxable,also submit detailed statement of facts on which'said claim is based.
~OTE 3:List applicable property below in manner in'whi~h provided in Schedules A,B,or E.
ITEM.
.j -"t·
!:
I~I ~i 11
DESCRIPT10N MARICET VALUE
(Estima~ed).DEPT.VALUATION
(Dept.Only)
.'
Insert this total opposite "Transfers",8(:hedule "C"in the
"As'Re~orted"column,on the last page of'this return.
None
ReC:·38
t I ••
COMMONWEALTH Of PENNSYLVANIA
TRANSFER I~HERITANCE.TAX
RESIDENT DECEDENT
seHEDULE "E"
JOINTLY OWNED PROPERTY
I NSTRVCTIOt\S:Th'iS schedule must disclose all pr·:>perty,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 tenant.s,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,bqt 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-owners to
the decedent.
..' .l'
..,
I·
Description of Property,Date of Acquisition,Name I Unit percentage Estate
Address and Relationship of Cd-Owners,and Place I Value Share Valuation
of Record of Instrument,',wpere Real Estate..I
..
See original;RcC-33 filed
A\18ust 18,.1969 ..
....!r I
.,
J....,,
Insert this total opposite "Jointly Owned Property",Schedule SEN
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
,'.
'\"-I.".e..'!',.,.,
.'."'-.......".:.i~
RCC-37 (12-63J
COMI\IONWEALTH ')F PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
st
st
st
BENEFICIAF.IE~.AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,c'otlt ingetlt or other are involved,set STATE YES IN ESTATE
wise;in estate)forth this fact.)OR NO BIRTH
Geo~ge ~,.:Egan'Brother yes Life Tenant
345:E'';.,Bea'U St.Blltlre Estate
Washington",Pa..
,,
Margat:etE ~"Miller Niece Yes Undivided 1/5 intere:
7733 Suffolk,in remainder
.Shrewsbury,Missouri
David·M.Egan Nephew Yes Undivided 1/5 intere
1125 Sunset Dr.in remainder
Tulsa,Oklahoma
John F.Egan,Nephew yes Undivided 1/5 intere\.
P.O.Box'-'145·.in remainder
£fltchfiela ..
KeutuJ:ky.••D
Jatne~c.F,:gan Nephe~..Yes Undivided .1/5 intere
53~)"e~lie.Qrive '.1n rema i.nder..
Newark,ohio ,
.'.\",.,r.115NewarkTrustCompanyIntru'~t fat:William Undivided intere
Newark,Ohi.'o Egan,1027 t-l Lant Ave.Trust for life 'of
,)t 'r:Newarl<,Ohio~et ale William F.Egan,-
r~u.(
.l':!,)01
t l t ..".~
~r '!.1./,
,
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Deponent further says that all the above-named beneficiaries are living at this time except below:
:'IlAME DATE OF DEATH RESIDENCE
No exce tlans
,
OF THE
',.
!~(ATIER OF THE APPRAISEMENT I .
IN THE "
M,~....IJAz.~:L....~.GA.N...
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...(I)(I)Il>...Il>~.~--.....='I-d~.e:..~
'"01-d"O...(I)o ...
"0 ~
~~
(Executor-Administrator
must complete "As
Reported"column #1.)
oa
'"'"....,
~~
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";'In 5H·d iv I..".
If.U('.c,"f"'r ".,.\""II0l'\'<)'~C"_:.r':,..d\!!.,
REG I'S TEH 0.F-.WH:.LS
~j11A Sl~'I>,1 •..,Tn\1 COP'Qf II.f ~\;I '-'I ••I~_,
P Tfl Off 3rrv__v.~
..~..c..t f :,..,..f.~'\:~-.l·.'"i i .Ii "L~L_.~..•,j
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).
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Year..1968 \...........'.......1I
....
Deceased
1188
ESTATE OF
~No_Will
Administration-
Late of Washingt.?~"...1;
~~~~~~
County of .W.B:.s.1:l~n.:g1:().l1....
Commoll\\'ealth of Pennsylvania
REPORT AND APPRAISAL
;"'.
Wray G.Ze1t
Wray/G.Ze1t,III
23 East Beau Street
Washington,pennsylvania
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LAW OFFICES
ZELT &ZELT
33 WEST BEAU STREET
WRAY G.ZELT
WRAY G.ZELT III WASHINGTON,PA.15301
AREA CODE 412
PHONE 225-3420
Ma,y 26,1970
Russell Marino 2 Register of Hills
Court House
\tlashlngton,Peansylvania 15301
Be:Estate of M.Hazel Egan.deceased.
Dear Sir:
of the Inheritance
inde is computed on the
to of the election of
r of UillG.
Very truly yours,
Wray G.ZeIt
It is my undersea
Tax Act tllat the
assets of the es
filiog the me w
In accordance with section 114 of the
we are hereby electing to pay the ta~iir1:fta-J:lut
in the above entitled estste as of~~-.,
a Supplemental RCC form setting YW!~~le
estate as of this date.Woul
the Inheritance Tax author!
we are ready and willing to
at any time.I am enclosing a
Inheritance Tax pers~~~1:.:......
WGZ:lfm
Bocs.(In dup.as stated)
\
·1v.ASHlliNGTQN..County
RF.~mF.NT TNHF.RTTANC~TAX AfPRAT!;F.'MENT
Estate of
101 •HAZEL EAGAN
lJeceased.
Late of
E.\vASHINGTON
Date of Death,August 2..9..~.l.9..6.8..
Appraisement Docket Vol.,.."'.
Page,No 6..3..~..6..8.~l1.8.8
Filed in Register's Office,......Hg.r..~.h .....~.~..19.....7.l
Amount of tax due,$:.
DIPAlIMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f;;om Appraisement,..
Entered and charged,: - .
--------
...........,~-"
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)
C'.,'~
If
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\
Form RCC-2 March 22,1971v1COMMONWEAJTI.I OF PENNSYLVANIA DATE .
BUR:::A::~;;:::::~ONS RESIDENT ~HERITANCETAX COUNTY W.~.~.h.!..~.g.~.~.~..
HARRISBURG.PENNA.17 127 APP~?ISEMENT FILE NO ~.~.=..~.~.=..~.~.~.~_ .
M Hazel Eagan I E.WashingtonWhereas..~_..................................ate of ..
in the County of _W~..~.h.~~.g.~.~.~,Commonwealth of Pennsylvania.having died on
the 29 t.h day of A~g~~.~19..?.~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I...F.ranc.es.Leo ,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 annuit:es 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 ccllateral rate on any such future Interest.
Unit AppraisementDescriptionofAnetValuesMadeforInheritance
Tax Purposes
$
CORRECTED RE~1AINDER APPRAISEMENT
(Se,e letters attached)
Real 40,000.00
Pers.679.261.48
\
I Gross 719.261.48I
I
Clear Value $719.261.48 ..
Factor .85877 =$617.680.18
"Remainder)617.680.18 @ 15%=$92,652.03 (Tax Due on
..
I
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..
.,
:
!
i
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Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-I
formity with law on this ..........e?.,('~...........day of ............~............~............................~.....1~/I!
..........~.~A.4(....:C.~.............~........................................~·ai.~
..................................................................'::\.....................................-......................................................
Penna.
14rs.Frances Leo,Chief Appraiser
Inheritance Tax Division
Room 244,Washington Trust Building
S.E.Cor.East Beau &Main Street
Washington,Pennaylvania 15301
Re;Estate of M.Hazel Eean
File No.63-68-1188
County of Washington
Date of Death:8/29/68
Dear l1rs.Leo:
We received your letter of March 10,1971,requesting permission to
correct the rEmainder appraisal of June 18,1970,because credit for the
unexpir€1d portion of the still existing and unexpired life estate of Georgo
E.Egan l{aS not given when the estate elected to prepay the tax on May 26,
1970.,on the future interest in the above-captioned estate.
The life tenant,as of the date of the election,was 83 years old.
Accordingly,.the applicable remainder factor-would be .858'77 resulting in
a valuation of the remainder interest,in question,.of $617,680.18.I
Since credit must be given for the 'UneXpired portion of an existing
l.ire estate,you are hereby authorized to correct your records and we Will
amend ours to conform with the foregoing..
Peter Capataide~,Director
BUl:'eau of County Collections
Herbert A.Brinkley,Tax Examiner
Inheritance Tax Division
Vory truly youro,
For:
C.J
HAB/lag-
••f""--
'"cc;Mr.Russell Marino,Register of \-lUls ~
WrayG.Zelt;Eoquire
'--
RCC-72 (6-67)
CO.~.u.,)NW!A'LTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
/
APPLICATlON DATE Nov.S.1968
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for CQ1sent to the transfer of the following securities of a Pennsylvania
Corporation or a National Bankbg Association located in Pennsylvania:
(a)60 Shares (b)Bethlehem Steel Corporation (c)Cy;oll£lmmoloWoII!oUIDcL.-_
(NOTE:I.describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company ~nd in (c)the class,of stock or the stated interest rate
cnd maturit)'date of registered bonds.).
May 31 1956 and ,",','
ISSUED ON Jan.18,195't.:,and having a TOTAL MARKET VALUE OF $~1.a.;.·7~4=3=.~7=5 _
(Date)
as of the date ofdeath of the decedent,M.Hazel Bgan ,onAU3USt 29,1968
(Nam.e of Decedent)(Dat,e of death)
who was late of 345 E.Beau St.t Washington,
(Street and Number).(Post Office)
t-lasbington*
(County)
Pat
(State)
15301111..23 Bast Beau
NAME OF APPLI CANT.-fA~'l4Jf_'-t--I~~---.:!!!~~.!..-.!~~~
COUNTY FILE NUMBER (f -s-(.,r')1Y''i'AD6RESS OF 'APPLICANT 23 a.
••• •'',I•',- ....;+-f-*,L-.,--+f-----=:r-JI----::=---'--__---""----'--ff
BUREAU FILE NUMBER ·;Il ~~SIGNATURE OF APPLICANTy....J~~~~__:___~----=..:::::l.q.._.::::=--=------l--..:
NOTICE:IF YOU FAIL'TO PROPERLY FILL IN ANY'PORTION'OF THIS APPLICA 0 "T'WILL NOT BE
CONSIDERED CO~PLETE AND WILL BE RETURNEDTO.YOU FOR COM:.EJ ON•
.The securi ties are reg istered as foil ows:_~H!!.!!.~~~!!!!z~e~l~,8=cS~a=n=------------__---__----
(Name or names in which .rtificates are registered)
\..Wray G.Zeit
~)Wra G.Zeit
EXECUTORi)(Nal1)e)
.COMMONWEALTH OF PENNSYLVANIA -'DEPARTMENTOF REVENUE
CONSENt TO TRANSFER SECURITIES
DATE Nov.6th.1968
Ilhet-eby consent to the transfer of the above securities now'registeredin the name of the aforesaid
D'ecedent anj waive the filing of a certificate,.certifying to the paymento~thet.ra!"sfer.inheritance ,tax to which
the property·of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended 'Jnd the Act of June 15,1961,P~L.373,(is amended.This is also in accordance with the provisions
of the Ac:t 0:April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed for the Secretary of Revenue
By--...:._
(Signature)
Register ~f Wills Washington
(Title).(County;'
'.
...it.
.------_._..•._..._-_.._....
...
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I am the attorney of recoY'eJ.for the es~
tate or ''the tt'E\n:o:fel'8e :o:hm'm on the•front of thi~form.I do hereby pP~8on-
.al1;r gU8Tantee the p2.yment,wi thin t1"9\-.f'.t~rpe P!.e~er:i.b3cJ.by law,of any Pennsyl-
vani~;.lnhe:r:itanC3 tax ·",hleh )TI8.y be due
on t~e transfar of the securities listed
hereon for which a consent to transfer
.i.s\'~rant8d....L'.J2M....!-...:....~tlf>J.6.~.
{Date)e)
\1
•.r •.......-
Rcc-n (9-68)
CO~t.ft>NWE!ALTH OF PENNSYLVANIA
DEPARTMENT.OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
R.=GISTERED IN THE NAME
OF A RESIDENT DECEDENT
DATE Oct.22,1969
onAugust 29,1968,
(State)
(Date of death).
who was late of345 S.Beau St.$Washington,Washington Co.,'PI.1.
,(Stre~t and Number)',(Post Offi~e). ,(County)
APPLICATION (MUST BE FILED iN TRIPLICATE)
TO THE P!=NNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for consent to the transfer of the following securitie,s of a Pennsylvania
Corporat'on or a National Banking Association locat~d in Pennsylvania:.
Americ:an Telephone and ,"
(a)874 She.(b)TeleSraph Co.(c)Common stook
(NOTE:In describing securities enter in (0),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the isscing company and in (c)the class of stock or the stated interest rate
and maturity date of reJlistered bonds.),
August Z3.1937---,
ISSUED ONJune 1,1964 ,and having a TOTAL MARKET VAilUE OF ~-=-J4_1_0_._1_2 _
(Date)
as of the date of death of the decedent,14.Hazel Egan ,
(Nonie of Decedent)
The securities are:registered as follows:~~~~~~~,~~~~~~'~~~~~~t~~~~n~~~~~~~':~~~~~~~~
(Name or'names'in whi'ch certjficate~are registered)
,"
,IT WILL NOT BE
TION.
Wray G.ZeIt "~)W~ay G.Zeit 111,23 East Be4u St.,Washington,Pa,15301
EXECUTORS)(Name), "','(Addre,ss)
NAME.OF 'APPLICANlWra G.Zeit'Zeit III
COUNTY FILE NUMBER 63':'68.;.1188 ADDRESS O'F'APPLICANT23'tOD.Pat
BUREAU FILE NUMBER Same SIGNATURE OF APPLICAN
NOTICE:IF YOU FAIL TO PR'O'PERLY FILL IN ANY PORTION ,OF THIS APPLICA I
CONSIDERED COMPLETE AND WIL'_BE RETURNED TO YOU FOR COM L,
COMMONWEALTH OF PENNSYLVANIA..:..DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES,
DATE Oct.22nd.1969
I hereby consent to the t-ansfer of the above securities now registered in the name of the aforesaid
Decedent and waive the fi ling of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act af June 20,1919,P.L.521,
as amended and th,e Act of June 15,1961,P.L.373,as amended.This is aiso in accordance with the provisions
of the Act of April 9,1929,P.L 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed for t e Secretary of Revenue
By Lf3;~
(Signature)Register of Wills Washington
(Title)(County)
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RCC-72 (6-67).....
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF ':OUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION DATE ....1••1'"
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for C<Jlsent to the transfer of the following securities of a Pennsylvania
Corporation Jr a National Banking Association located in Pennsylvania:
(a)-t2 (b)QUI,r CJ.IL.CDlJMAT1Ct1 (c)-CaDZlI....-.k-l----
(NOT?In describing securitie-s enttr in (a.l,ab o.-e,either the number of shares of st"ocr;or the face amount of
registered bonds,in (b),the name of the issuing conpany and in (c)the class of stock or the stated interest rate
and maturity date of registered bends.)-_.•-.
ISSUED ON 1'._M1'II ,a'lul havi.,g a TOTAL MARKET VAilUE OF $3s-..,-ilJ.IU.··"I~.06Ii1161...~~St-----
(Date)
as of the date of death of the decedent,M.....1 I..'on .....'Itt 1961
(Ilame of Decedent)-(Date 01 death)
who was lote of SA'la_&:I..a••_,*sld.Dctoa j
(Street and Number)(Post Office)
We.hi~,
(County)
,.;
(State)
The securities are registered as {ollows:~~~~·~~.•~~~.~~~~.~.~~~~1~~~.~~·~·.~~~~~~~~~~~~~~~~~
(.~ame or names in which certificates are registered)
EXECUTOR I )(Hame)(Address)"
NAME OF AP PL.ICANT .J,."'~~"-~~~u.&--Cl-"'IWi-"""r-IlI!!IINj,"'-""""
COUNTY FILE NUMBER 63-68-1188 ADDRESS OF APPLICANT---Z;H~~~••~!P~,---..:a-r--
BUREAU FILE NUMBER Same SIGNATURE OF APPLlCANT-f-T--i~~Hf-+:>e.7'\-\;"""'--ff---
NOTICE:IF YOU FAil TO PROPERLY Fill IN ANY PORTION OF THIS APPl CI'TI N,I
CONSIDERED COMPLETE AND Will BE RETURNED TO YOU FOR COMPlETI
COMMONWEALTH OF PEt'-'NSYLVANIA -DEPARTMENT OFR
CONSENT TO TRANSFER SECURITIES
DATENov.19th.1968
I hereby consent to the tra,sfer of the above securities now registered in the name of the abresaid
Decedent and ".vaive the filing of a certificate certifying to the payment of the transfer inheritance tcx to which
the property of said Decedent is mode subject pursuart to the provisions of the Act of Juile20,1915,P.L.521,
as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions
of the Act cf April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
(Signature)
Register of Wills \tl shingt on
(Title)(County)
...,:....
41 Shares of Culi Oil Cot:po"atloQ issued Octobet 28,1968
2S Shares of'Gutf 011 Col'foration issued December 31t 19S9
1 Share of Gulf 011 CoJ:po~at:ion issuecllleeember 6.1960
1 Share of Gulf Oll COrporation issued January 2,1962
1 Share of,Culi Oil'~rporatlon issued Jan_1:Y 9,1959
1 Share of Gull 01.1 ,COqwratiDn 1s1?u~d ,DecetDber 18t 19S7
1 Shareoi Gulf Oil C02:'po~atton icsueci J~uaI'Y 15,1960
1 Share of G\11fOl1,._l.1'ora~n1ss~4 J)eeembe~19,1960
10 ,Sbal'es -of Gulf Ol~.:Cot'pOratlon iss.ued,August 21"19$6
I •
...-,-"-c:.:::
!.......~~~r ot'.-q.~~r --i Y"C""-',..,~.'".
I c·~~c::::l
'-
i'am the ~tt~~~-~y-of r~eord.for the es-II
.\"t'atr or the transferee shown on the '..
. \..,.,'~\"rrd'nt/of this form.I dC'her,,"b'!person-!
;_.l_,.-I-•thO "-1 eallyguanmteethepa:TlD8n l','m,',lln u 1.
'time prescribed.by law.cf ony P8nn~yl
vania inher~.nee tax'which may be due
on the tra'8',':=;r of the securities listed
~ereon:-o ..li ~h aVonsen to transfer
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'(Date)Sign lJ,e)
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R C,C-72 (;6-67),"~..
C,OMMONWEALTH OF PENNSYLVANIA
"DEPARTMH'T OF REVENUE
BU,RE~U OF COLNTY COLLECTIONS
\\,
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN TH E NAME
OF A RESIDENT DECEDENT
\APPLICATION DATE Jan.14,'1969
TO\THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for c oosent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:l',
(0)40 Shares (b)il-frontes.Inc.(c)CotmnoD stock
(NOTE:In describing securities enter in (a),ab Ole,either the number of shares of s:tock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the st~ted interest rate
a~d mat~rity date of regist~red bonds.)I
ISSUED ON Dec.1,1960 ,and having a TOTAL MARKET VAilUE OF $..:::.64....:..:5::....:.:....::0:....::0:.....-_
"(Date.>as of the dale of death of the decedent,M.Hazel Bgan ,on August a9,.1968 ''',
INameof Decedent)(Date of death)
who was Iate of 34S E.Beau St~.washington,Washlngton.Pa.I
(Street and Humber)(Past Office)(County)(State)
'(Name or names in whi'ch certificates are registered)
.,
\
The s~curiti~s are registered as follows:~~~~'.~~~,~,~~l~~~~~,n~~~~~~~~~~~~~~~~~~\
Wray G.zeit
\fray G.Zeit,111 23 East Beau St~t Washington.Pa~15301
tName)NAME OF APPLICANT WX'ay A rei~J zelt III
COUNTY FILE NUMBER~4 y.IIoF f,\JORESS OF APPUCANT-2-3_~~~':'t,~~~~F~~;;;:;_;'~;;;;sp-a,
BUREAU FILE NUMBERL~SI'GNATlURE OF APPLICANT ~
NOTICE:,IF YOU FAil TO PROPERLY Fill IN ANY PORTION OF THIS APPllCATI N rt'WI
CONSIDERED COMPLETE AND WilL BE RETU~NED TO YOU FOR COMPlE ION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I her~by consent to the transfer of the above securities now registered in the name of
.;kJ-ffltf
aforesaid
Decedent 0!1d waive the filing of a certificate certif~ing to the payment of the transfer fnheritance tax to ,whic'h
the property .)f said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance withJhe provisions
of the ACT of April 9,1929,P.L.343.
This Consent to Transfe~the herein described property operates only in reference to the estate of the
above-named Decedent.
1 l --k ~./..v1
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(Signature)
Register of Wills washington
(Title)(County)
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6 3-61-//2%
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Docket No.I-13~'3'
IK RE:
PETITION FOR REFUND of Transfer Inheritance Ta~.
AND NOW TO WIT ,A.D.19'1 .'I certify
that the following is the action of the Board of Finance and Revenue of the
Commonwealth of Pennsylvania in this matter:
'IAnd now to wit n,A.D.19 ,
.......
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.
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Refund.is hereby granted/~the'~~ount of $13.a$I~$t·f-t-:~:./\t<-~\)~~O"v-'
~~23 !\r-l.>,~~~~.y-
I..:..,t:!c:;\\~.//0en;~,7
V)52 :;:~'/"~O~~n:I.J./,:t)__~-~
;:-c:::;::"-..__._..~~-.------..-
:i3 Y ORDER OF THE BOARD OF FINANCE AND REVENUE
--
GRACE M.SLOAN,,State Treasurer and Chairman
J.SHANE ::REAMER,Attorney General
C.DeLORES TUCKER,Secretary of the Commonwealth
.;;;:~-~-..'.-...,-,
ROBERT P.CASEY,Auditor General
ROBERT P.KANE,se~ary Of(Re~/~p,.ue1e
/dA/tV~Pc·,;;l/k-/
A T T EST:..0 •0 •••0 ••••••0 • 0 •••••••••••••••••••••0 • 0 0 ••••••••••••I ••0
Secreta,ry,Board of Finance and Revenue
'I ."
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"
BUREAU OF,COUNTY COLLECTIONS
INH ERITANCE TAX DIVISION
·~:-.~
PENNSYLVANIA ESTATE TAX
CETERMINATION J..hd
13 <('oS r d dh RTf'l.S trR 'DTd.lA 1..7 ,1'~
/
\\1\l \~......<:)F F~c:l c.la S.l T R.
Date
Date 'of'Death ------1-'''''''--'--+-'''''-''---------
Estate of:----<M-J::l q 7..eL E_G"",,~,--,El+-->-=tV,--_
~/Jfl)Gf...
County LMJ:.H I""'9To,,",Dff T d'1.'52 .g
Bureau F:ile No.GJ ,G£,Jig!
!
16.Total Inheritance tax credits (4 +5).'
lDl,/o1.&,t
---J30 I,7.5.s
AJ 6/Ire..
s-1.3ti SGo ,lag
s )'1{J et...gh~c-
$-------$------
As verified by computatiion
4.,Penna.Inheritance tax due and/or paid
5.Normal Inheritance taxes paid to other States
"
1.Tax'oble estate per U S.Estate Tax Return,Form ¥706
~"-.'r',
2.Ta'xable estate per final change in Federal Retum dated_~J.:_'.:......;)lI!..-l1..--:,'-1..!......=:<3--
1=lTT"t S lrR....
BaSed OY\1 a'?/.
As shown on return form or final change notice ($4"7.//9.4-6)
.~
p,.cl ,4-3 I L/'-1"3>.I (j
Re;=u....1!13 ~"'S,·.sS'
$13Q.I]]..55
NdNe...
3.Amount o~credit for State death taxes.
}7.Total liability for Penna.Estate Tax (3 -oS)
-'f 8.Less:Previous payments on IJ/C of Penna.Estate Taxl'
J Date of payment Amount of Tax paid Amount of Interest paid
9.Balance of Penna.Estate Tax due (7 -8)N 6 tJe..
10.Interest due from to 1~6%:p~r annum
11.Balance o~Penna.Estate Tax and interest due as of ,$=,========fJ=6=rJ=::<.====
Prepared by ~~rw~Manage'ment A ditor
Reviewed and approved by ----------,-----------------_.._-'-----
(Name).
'.
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Do te--I-..:-..1:....:....!ol!:---19-'4-
'-'p'1,------.-~
PENNSYLVANIA ESTATE TAX
DETERMINATION
R C C·49 (9-64),
COMMONWEALTH OF PENNSYLVANIA
DEPARTt.'ENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.~~
INHHITANCE TAX DIVISIONr
Bureau Fi Ie ,No.-'----'l~~~~I--H--YJ~------\
Estate of:~4-jf..l--!.:....e-t"-L-Ht-~4~Gl....L":""'-------
Date of De t
Coun ty --liI-l-U-J!4'-J-.#-~g...f-4':P-~--""'r--------
1.Taxable estate per U S.Estate Tax Return,Form #706-2.Taxable estate per final change in Federal Return dated _$--------
3.Amoun1 of credit for State death taxes•
.As ~hown on return form~or finol chonge notice ($_
A.s ,-erified by computation
4.Penna.Inh"eritance tox due and/or paid_
5.Normal Inheritance taxes paid to other States
6.Total Ir.he.!itance tax credits ( 4 +5),
1
7.Total liJbility for Penna.Estate Ta'x (3 -6)
/
8.Less:IPrevious payments on alc of Penna.Estate Tax
Date of payment Amount of Tc!x paid Amount of Interest paid
$-----$-------
9.Balance of Penna.Estate Tax due (7 -8)
______@6%pe-annum $-b
~
(Date)(Title)(Nome)
-'------------------------------_.._--_._-
,
Reviewed and approved by
I
'.
~:..::~-r.-'
':"""./"'."
Mr.R,ussell Marino,Register at·Will::;
Washington County Court House
Washington,Pennsylvania 15301
PENNSYL VANIA
fYlu fJ1Jicenlennial sPlak
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COMMONWEALTH OF PENN~YLVANIA
DEPARTMENT OF REVENUE
BU~EAU OF COUNTY COLLECTIONS
HARRISBURG.PA.17i27
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