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Home My WebLink AboutOC1968-1256 - ESTATE OF ALLISON-~-- WILL OF WILLARD K. ALLISON I, Willard K. Allison, of Hickory, Mount Pleasant Town- ship, Washington County, Pennsylvania, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking any other will or wills by me at any time heretofore made. ~· I direct my Executors hereinafter named to pay all my just debts and funeral expenses as soon as convenient after my decease. j 2. I give, devise, and bequeath all my estate, of whatsoever kind and wheresoever situate, to my wife, Jane C. Allison, and my daughters, Ruth Evelyn Thompson, Martha Jane Little, and Marion Lucille Hoon, sh~re and share alike. ~ In event my wife, Jane C. Allison, shall predecease me or we shall die in a common disaster, then and in such event, I cancel and forgive the indebtedness of J. Russell Allison and Willard K. Allison, Jr., on account of the purchase price of the hardware business as represented by the judgment note delivered by them to Jane c. Allison and me and I direct that the residue of my estate, ?f whatsoever kind and wheresoever situate, be divided equally among my daughters, Ruth Evelyn Thompson, Martha Jane Little, and Marion Lucille Hoon, provided, however, that J. Russell Allison and Willard K. Allison, Jr., have the right and option to. purchase any and all real estate occupied by Allison Brothers Hardware by paying therefor the value assessed in the appraisement of my estate which option must be accepted within three months after the appraisement or the same shall be deemed to have been refused. ,~. .. --~~....---~----~-------------- 4. I nominate, constitute, and appoint my sons, J. Russell Allison and Willard K. Allison, Jr., to be Executors of this my Last Wil~ and Testament. vli tness my hand and seal this 1 1 9 5 4. day of [ho.AA \ Signed, sealed, published, and declared by the above named Willard K. Allison as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto in the presence of the said Testator and of each other. -2- -~ ' ·-~ -----. ~---r-· --------·-·--·---·---·-------- . / ~3~~t,/.25? 1\ffibautt ®f tExrrutnr ®r l\1tmtutatratnr ~tate nf J.ruung 1 uauta } <!tnuutg nf 11111an4iugtnu nn: Personally before me, the -undersigned authority, a .. fi~t~_r:-_y ___ ~~-~-!_1_~--------------in and for said County and State, appeared --~------~~-~=~-~-~---~-~-~-!-~~~---~-~~--~-~-! .. 1.~~-~---~-'----~-! __ l __ i __ ~~~-wlib", · being duly sworn according to law, deposes and says that jhe y is the executor or administrator of the es- tate of _____ W.U.LanLJ~ •... A.LJJ.son ___________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of --~.LU.~t-~---~-'----~-]J_i_~QI} __ , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal ,estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. Swom~;;::;-b<;:~;'.'~ 4,.bd1 L~~~~· ,.,._,..., . ..._""'"' ....... UIJ ... LI4..L/_f! ................... v~~~-~ ~-<--r, BARBARA CRAIG, NOTARY P~~~~~.Af{>DITIONAL INSTRUCTIONS ., J/1 WASHINGTON, WASHINGTON COUNTY"-tf" 1. An inv.uniOOIIIJY!SmlllstPfbre :mea;.Wfllhin three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. . 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Oopies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, iii- eluding 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 ~lltttutnrg nub .i\ppratn.rm.rut of the goods and chattels, rights and credits which were of ..... '1.! .. 1 .. !.?.r.~ ... ~.~ ... ~.! .. 1 .. !.?~.~ ................................ .late of ... ~.!.~.~~.':".Y..~ ... !'1.~~.n.t .. t! .~~.!?.~.r:'.T .. .T.~Y!.!"!.!?.~.!.P..' Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY': 80 shares Hickory-Penn Gas Co. capital stock@ $1.00 101 shares The Union National Bank of Pittsburgh capital stock @ 33.00 30 shares Washington Steel Corporation common stock@ 37.00 94 shares Keystone Gas Company capital stock@ $1.00 I unit Washington Trotting Association Inc. including $100.00 6 1/2% subordinated sinking fund debenture due 1977 and 12 shares non=voting common stock 10 shares Duquesne Light Company common stock @ 30. 125 20 sbares Duquesne Light Company 3.75 preferred stock@ 29.50 50 shares Wi I I iam Penn Racing Association Class A non-voting common stock @ 44.50 160 shares The Hickory-Woodrow Telephone Comp~ny capital stock @ 28.00 10 shares Bethlehem Steel Corporation common stock@ 31.8125 I shares Washington County Agricultural Fair Inc. capital stock @ 5.00 10 shares Pullman, Inc. capital stock@ 45.9375 197 shares Indian River Citrus Fruits Inc. capital stock @ 3.50 14 1/IOth shares Wise Industries Inc. common stock =No value DOLLARS 80 00 3,333 00 I, 110 00 94 00 931 50 301 25 590 00 2,225 00 4,480 00 318 13 5 00 459 38 689 50 000 00 CENTS J ,; -,'' 'Vd '·oo NOlBNIHSV!~ S11/fA .:JO U.::US!E>3tJ o Nl t1 v ri 113 s s n t1 15 I Ud 22 lJU 69, co 311_-J ......... \ ), INVENTORY AND APPRAISEMENT OF WILLARD K. ALLISON ESTATE PERSONALTY: comtinued $500.00 The Greater Canonsburg Industrial Development Corporation 2% subordinated debentures Series A. due February I, 1985,@ 70.00 Checking Account in McDonald office of The Union National Bank of Pittsburgh Savings account in McDaonld office of The Union National Bank of Pittsburgh Lincoln Continental automobile Packard automobile Bailey-McNary insurance -return premium on automobile insurance McCreight, Marriner & McCreight -credit balance in trust account 350.00 918.58 13,068.03 1,150.00 25.00 29.00 20.06 TOTAL PERSONALTY---------------$30,177.43 REALTY: AI I that certain lot of ground situate in the Vi I lage of Hickory, Mt. Pleasant Township, Washington County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point on the Steubenvi I le Road, known as Main Street, thence by lot now or formerly of S. Oliver Scott, North 22 3/4 degrees East 100 feet to a post; thence North 67 1/2 degrees West 47 feet to a post; thence by lot of Samuel A. McCalmont, South 22 3/4 degrees West 100 feet to a stone on said Steubenvi I le Road or Main Street; thence along said road, South 67 1/4 degrees East 47 feet to a point, the place of beginning. There is erected on the above-described lot a one and one=half story frame building 2,500.00 TOTAL PERSONALTY TOTAL REALTY TOTAL INVENTORY AND APPRAISEMENT TOTAL REALTY -----------$ 2,500.00 SUMMARY ---------------------------------- $30,177.43 2,500.00 $32,677.43 ' 15 l Ud· 22 lJO 69, '03ll;j .... t THE FIRST AND FINAL ACCOUNT OF J. RUSSELL ALLISON AND WILLARD K. ALLISON, JR., EXECUTORS ,OF THE ESTATE OF WILLARD K. ALLISON, DECEASED, LATE OF HICKORY, MT. PLEASANT TOWNSHIP, WASHINGTON COUNTY, PENNSYLVANIA . ' ===================================================================================================== AS PER INVENTORY AND APPRAISEMENT $32,677.43 INCOME FROM ASSETS -SCHEDULE 1'A'' I 7227. 16 DISBURSEMENTS: Costs of Administration Schedule "B" Funeral Expenses and Preferred .Claims Schedule "C" Other Claims TOTAL ............... $33,904.59 3,495.75 2,332.00 Schedu I e "D" 159. 77 -5 987. 52 BALANCE FOR DISTRIBUTION ----------------------------------$27,9!7.07 ' ' .... . ~. SCHEDULE "A" INCOME FROM ASSETS 1/11/68 Pullman, Inc. 1/11/68 Bethlehem Steel 1/11/68 Wi I liam Penn Racing Assn. 1/11/68 Washington Steel Corp. 1/11/68 Union National Bank 1/1 1/68 Union National Bank 1/1 1/68 Hickory-Woodrow Telephone 1/11/68 ~uquesne Light Company 1/1/68 Duquesne Light Company 2/9/68 Washington Steel Corp. li/29/67 Keystone Gas Company 3/11/68 Washington Trotting Association 3/14/68 Pullman, Inc. 3/9/68 Bethlehem Steel Dividend Dividend Dividend Dividend Interest Interest Dividend Dividend #67 Preferred Dividend Dividend #74 Dividend #193 Dividend Dividend Dividend 4/1/68 4/1/68 3/30/68 3/29/68 J/29/68 3/29/68 s/17/68 Duqu'esne Light Company 3.75% preferred-Dividend 6/10/68 5/17/68 9/10/68 9/13/68 9/17/68 8/16/68 7/1/68 7/1/68 10/1/68 10/1/68 Duquesne Light Company Dividend Indian River Citrus· Fruits Inc. .·. l Dividend Union National Bank Dividend Union National Bank Dividend Keystone Gas Company Dividend Pu II man, Inc. Dividend Bethlehem Steel Dividend Washington ST~el Corp. Dividend Bethlehem Steel Corp. Dividend Pullman, Inc. Dividend Pennsylvania Mutual Claim Washington Steel Corp. Dividend [))uquesne Light D·i vi dend Duquesne Light-Preferred Dividend Duquesne Light Dividend Duquesne Light-Preferred Dividend 7.00 3.75 13.50 39. 15 6.30 96.00 4. 15 9.38 10.50 9.40 3.25 7.00 4.00 4. 15 19 .• "70 30.45 . 4.90 9.40 7.00 4.00 10.50 4.00 7.00 47.11 10.50 4. 15 9.38 4. 15 9.38 ~-------------------------------------------------------------------------------------1 '""· I' •• SCHEDULE "A" INCOME FROM ASSETS . 6/28/68 Union Nat.iona I Bank Dividend 30.45 6/28/68 Union Nati ona I Bank Dividend 4.90 9/30/68 Union National Bank Dividend 30.45 9/30/68 Union National Bank Dividend 4.90 9/1/68 Washington Trotting Assn. Dividend 3.25' 6/28/68 Keystone Gas Company Dividend 9.40 9/30/68 Keystone Gas C<;>mpany Dividend 4.70 12/6/68 Washington. Steel Corp. Dividend 10.50 • ! ' 12/27/68 Hickory-Woodrow. Telephone Co. Dividend 96.00 .} 12/27/68 Bethlehem Steel Corp. Dividend 4.00 : 12/27/68 Pullman, Inc. Dividend 7.00 1/2/69 ., WilliamPenn Racing Assn. Dividend 12.50 1/2/69 Indian River Citrus Fruits INc. Dividend 29.55 { 1/2/69 Union National Bank of Pittsburgh Dividend 47.85· l 1/2/69 Union National Bank of Pittsburgh Dividend 7.70 1/.1/69. Duquesne Light -Preferred Dividend 9.38 1/1/69 Duquesne Light Dividend 4. 15 12/31/68 Keystone Gas Co. Dividend I. 70 Un i.on Nat i ona I Bank of Pittsburgh Interest on savings account 406:04 3/10/69 Bethlehem Steel Corp. Di vi den'd 4.00 . 3/14/69 Pt.,J f I man Inc. Dividend 7.00 2/14/69 Washington Steel Corp. Dividend 10.50 3/31/69 Union National Bank of Pittsburgh Dividend 4.98 3/31/69 Union National Bank of Pittsburgh Dividend 30.45 f ,' ' 4/1/69 · ·ouquesne Light Com~any . Dividend 4.15 4/1/69 Duquesne Light -Preferred Dividend 9.38' 3/1/69 Washington Trotting Assn. Dividend 3.25 I , 5/16/69 · Washington Steel Corp. Dividend. 10.50 TOTAL INCOME FROM ASSETS $1,,227.16 .•. -!' .. .. "'* .... SCHEDULE ~'.B" ADMINISTRATION EXPENSES 12/15/67 Observer Reporter 12/15/67 Washington County Reports 12/11/68 Russel I Marino, Register t2lll'/q8 Barbara Craig 10/17/69 Barbara Craig lb/ /69 Russel I Marino, Register .10/ /69 Russell Marino, Register 10/ /69 McCreight, Marriner & McCreight 10/ /69 J. Russell Allison and Wi liard K. A I I i son , J r. I 0/69 J • · Russe I I A'lt i son ·. 10/69 Wi liard K. Allison, Jr. 10/69 Jane C. AI lison Adverti~ing letters Adverti s:i ng letters 14 short certificates Notary fee No~ary fees Fi I i ng Inventory Filing Account Attorneys fee Reimbursement for letters of administration Executors commission <112> Executors commission (1/2) Family Allowance 12.50 12.50 14.00 16.25 5.00 6.00 19.00 . I, 196.00 18~50 598~00 598.00 I ,000.00 TOTAL COSTS OF ADMINISTRATION...:---------------$3,495 .• 75 ' . . I • . • '' SCHEDULE "C" FUNERAt' EXPENSES AND' PREEERRED C~AIMS 1/29/68 Wi Ida M. Geho, R.N. .I /29/68 Speakmans Funera I Home 2/8/68 Mt. Prospect Cemetery Assn. 2/8/68 Kurtz Monument Co. 4/11/68 Richard K. Harkcom, M.D. 6/19/68 Kurtz Monument~Company 12/6/68 J. Pau I Proud-fit,· ·ttt·D·;· Nursing services Funeral Services Cemetery Services Marker Services Ba I • on stone · Professional Services 25.00 I ,695 tOO 50. 00· 283.00 3.00 251 .00 25.00 TOTAL FUNERAL EXPENSES & PREFERRED CLAIMS ----------$ 2,332!00 ,.~ .... - ~/29/68 W. D. Gardner Inc. 1/29/68 Brown's Greenhouses 2/8/68 Bai ley~McNary Agency -I' ,· (', .. SCHEDULE "td' OTHER CLAIMS Repair Bi II Merchandise Insurance Premium· 10/15/69 MeCreight, Marriner & McCreight Costs : I n Re : Entering judgment 38.12 18.90 94.25 8.50 $159.77 Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.paper Advertising Act of 16 May, 1929, P. L. 1784, !IJs am~mded. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appeaved before me, a Notary Public in and for said County and State, ......... Ri~.h~.r.g ____ $ .•..... G.9.W.~Ul .............. , who being duly s•worn according to law, deposes and says tha.t he is the .... $~_C __ !_.y. .. ____ &_ ___ T.x:e.a.s. of the Obs•e.rver Publishing Company, a l'lenrusylvania corporation, and its agent in thls behalf; that the said Company is• the owner and publisher of the Observer-Reporter, succ•essor to The Washington Observer, established Septembe•r 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspaper of general cii'culation, printed and published and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predeces.sors have been established and published continuous-ly for more than six months• prior to the publica;tion of the notice hereto atJtached; that the printed notice or advertisement hereto attached is a ·copy of an official advertisement, of.ficial notice, legal notice or legal advertis·ement, exactly as printed or published in the Obsterver-Reporter in EXECUTORS' NOTICE ~. -~ ESTATE OF WILLARD· K. ALLI-\ SON deceased late of. Hick_db .• } Mount Pleasant Township, Wasljl~g' ton County; Pennsylvania. '"''"· < Letters testamentary 'upon the above estate having been granted to the undersigned, all persons•. having claims against the estate . are re· quested to make known the same to the undersigned or his attorney and all persqns indebted to the decedent •.• · are requested to make payment to ~··the undersigned without delay. . ' J. Russell Allison and • . Williard K. Allison, Jr., o , Executors \ \ ; Hickory, Pa. ' McCreight, Marriner & McCreight · 520 Washington Trust Bldg. l Washington, Pa. its regular editions on the following date or dates; ............................................ Attorney. 67198·Thurs .. 3t .................... P..~.~-~~-1?.~.r ... ~J. .. , ..... 2..~ .. , .. · ... l .. 9..6.7 .... ~.n.d. ... ~an..u.a.r.y .... 4.,. .... 1968 ..... ...--c: - that neithe1r th!e affiant nor the Observer Publishing Company is interested ~n the subject matter of staid notice or advertising and that all of the aUega- tions• of this affidavit as to the time, place and character of publication are tJrue. fl. · . /i ~ ............................. 2._c,/..LM-t.~.k:v ... f:l. ...... !,-:'Y.JC.~ ......... . subs~ ~efore me this .. :4 ....... day of.~a~:Hl:~-~.Y ... l968 ff/Mra£1'.~~~~ c VIASHI~GTON, W~SHIHGTOHrC~riC Sworn to and w. 26752 ~lY CQt.::"::jSION EXPIRES MAY 6, 196Q Washington County Reports l:l~a~~~H~Hlf Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY OF WASHINGTON ~ STATE OF PENNSYLVANIA ( SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that be is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COl!NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: December 21, 28, 1967 ·--~-~~~~!r ... ~.L--~~§..?. ......................................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of · •ffidovic" ~ , · '· pi•~ ••d~:e.~-~~ KATHERINE C. YARD, Notary ic Washington, Washington Co., Pa. My Commission Expires November 1, 1009 Editor Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • e o • • • • • • • • • • • • • • ALLISON, WILLARD K., Dec'd. Late of Hickory, Mount Pleasant, Washington County, Penna. Executors: J. Russell Allison & Wil-lard K. Allison, Jr., Hickory, Pa. Attorneys: McCreight, Marriner & McCreight, 520 Washington Trust Bldg., Washington, Pa. 15301 A STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~. 55: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as _________ _Ih~_t _______________________ verily believe. Sworn and subscribed before me this .... .e?.~ , day af ---------.. ~.:~::;-"'T;RY-,"~'"-~:::_ ~ WASHINGi,9N. WASHINGTON COUNTY ~! COMMISSlON EXPIRES JUNE 25, 191B. _, ----_ Wa,shington Coul)ty, ss: I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Sta·tute and Rule of Court, as evidenced by proofs thereof filed to No ... fa.3.~-~-.Z-:~ .. l!..7:L ..... . I . I ' ' •J;/'} ~-fl! ~ ! ; ... .... ' .... . ~ 0 /.).-. ... i ~ ~ ~ ::s 0 ~ 0 :~ 1'1 I ~1 0 j § ::s " . ,, .. iJ ci ()j 0 Q) :o <:) F ( L. D~ ,.<:1 ... :t.l \Oj <:) ~ : <:) ~ E 0 d~ 0 -: ~ .. ~ ,!<1 ~ .Jj ... ~: 13 '0 Q) ~ Q) '""' ~:: -.lj '6g OCT 22 PM r 5~ ~ 0 ~! 1'1 sti Q) 0 !~ ~ r:.. "' '8 0 Q) :r-. ~ 'i ... iE {E N r:.:l A :o ~< t \) ~ E-< 1'1 ~ ~ l RIJSSEU._ M:/\R~NQi ::s : r:.:l E-< 0 ~ ~ en f~EGISTER <:) : '0 r:.:l OF WilLS; <:) 1'1 <Ji ol ol ~ ~ WASf.tl.NG:TON co._. PA, 1'1 ... ~ :a ~ Q) 1 'tj ~ .9 ~ "' -~ ~ 'bii .( ol Q) ~ g 0 Q) s ~ -'1 ~ ,.<:1 ... ~ il= ~ <1'1 fl 0 ~ ~ 1'1 '0 ~! 0 1'1 ~ z ~ ... ... . "I ~ -' ' J ~ -... ~ . ' .. ,~--.~-----------------~· _I I )-,o2> 1 I flo (_ J l .. "-<r • ,.. • .... • ,, . -0/ ' ~ ---.. • .~ . ., l ' ~ ..... , The Court is respectfully requested to de'termine proper distribution in this estate. I' I i· I i. In tho matter of the Audit of Account in Wi liard K. Allison Estntc OI:_------------------1 ' . No 1203 __ o_f ____ __. 19~ A.A. TO THE AUDITING JUDGE: Entcr· ____ o_u_r _____ appearance for· __ ,;;.a:.::c:.:c:.:o:.:u:.:.n:..:t:..:a:.:n.:..t:..;s~, ..;J::..:... _:.:.:::.RU.:::S.:::S.:::::e~I...:.I-~..Al.JI..Jl..Ji'-"s~o.r.ln..!.-lad.!ni.L:d~o~-____ _ Wi liard K. Allison, Jr. McCraght, Marriner & McCreight ·b~~iff N. B.--counsel sho.ll, by separate pnpcr, present a concise statement ot cnch claim, with supporting cnlculntion ot nny Interest claimed. Objections to nn nccot.mt ns filed, shall be concisely stated In a separate pnpor. Council suggesting proper distribution shall file a separate concise state- ment in that regard. RUSSELL M!d"Uf-.10 REGISTER OF WILLS WASHiNGTON CO .• PA. PETITION SUR AUDIT .Testat;~ Form / . -... , _,. . ,. IN THE ORPHANS' COURT OF WASHINGTON COUNTY WILLARD K. ALLISON Estate of ........................................................................ ---·--1203 of 1969 No ..... ---········-·-·················---····-·-·····---·-··········· Fiduciary ..... ~_}! ... ~W~~~~~--~~~-I_~Q~.-~nsL ........... . ...... WlLLARD .. K .... Ail.l.SD.Ii ..................................... . Deceased ~~,. Date of Date of Decedent's death ............... O.~_<;:_~mb.~.L.!_, ___ L9.9] __________________ Grant of Letters ...... O.~-~~-IJ1b.~r: .. J:2, ... J.9.69. ......................... . This is t~e ...... .f.i_~~~--~!'!~ ... t.i..~~-L ...................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . ...................................................... None-------------·············--··-·········'···················---~·: ........................................................... . Election to take Date Election Presumption to Place of; Under or>&~~~w.id:l:. (cross out one) Filed t..ake ... unde.r:. .... __________ Record .: ...... --'··--------··-·--·-·· N f . _ Jane C. Allison . . ame o surv1v1ng spouse ................ ------··-··-···-······------------------------------------·--------·----·-·----·--------------·----··--·--·----···-----·------· List issue, where material: Ruth Evelyn Thompson -daughter ·Martha .Jane.Little -daughter= Marion Luci I le Hoon -daughter Did decedent marry after execution of will? (indicate) ~-No. Any children born after execution of will? (indicate) ~No, If answer yes, name them·--·-·················-·---·-·-··········-------------···-----------··---·------····-·--·---·------------------------------------ ----------·----------·--------------------------------......... ---------------.. --...... ------------------------------------..... -------------------------... ------..... -.... : .... --·-.--~-----.-.... -----.---· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Jane ·C. Allison Widow ·• .1/4th interest Ruth Evelyn Thompson Daughter l/4th interest Martha Jane Little Daughter I /4th interest Marion Luci lie Hoon Daughter l/4th interest List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: NONE If partial intestacy, give facts: NONE Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~X If any exception give cause: ............................................. . File copy of Noti~~ October 22, 1969 · and date of ma1l1ng ............................................................................................................................... ~ ........................ . Is estate subject to the filing of a Federal Estate Tax Return? .......... ~~---·························································-············ Actual payment mdde on Pennsylvania Transfer Inheritance Tax. Amount $ .......... Mj;).N.~ ......................................... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . NONE Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: 'I NONE Balance for distribution per account, Itemize any additional debits not shown by account: $ ..... ?.?.r.?.!.?.~.9.?. ....... _. ___ _ See Attached Schedule Total additional debits (Add) $ .. -·'-.~--c !.~.8.3.a .. Q4::= •..••• Itemize any additional credits not shown by account: -· See attached schedule Total additional credits (Subtract) $.?. .. ?.Q~.!~.J ............... -.. Balance for distribution $ ... 2§·;44s:. 2Bl---·-········ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); '· Cash .,... .. ~ '~ .. • . ., BALANCE FOR DISTRIBUTION PER ACCOUNT Itemize any additional debtis not shown by account: Re-imbursement for overpayment of f i I i ng fee for inventory -I isted in account as $6.00 actual fi I ing fee $4.00 Total Income from Personalty (see Schedule "A" attached hereto) Total gains from sale of assets (See Schedu I e "B" attached hereto> Correction of Inventory figure Savings Account listed as $13,068.03 Actual Balance figure 13,068.93 Correction of Inventory figure Keystone Gas Divident of 12/31/68 I isted at $1.70 Actual figure $4.70 TOTAL ADDITIONAL DEBITS (Add) ltemize·any additional credits not shown by account: Correction of Inventory figure 50 shares Wi I I iam Penn Racing Association Class A non-voting common stock Inventory figure $2,225.00 Actual value 12/1/67 -212.50 Correction of Inventory figure 2.00 578.03 254.M• .90 3.00 $838 •. 0~\ 2,012.50 't' unit Washington Trotting Association Inc. including #100.00 6 1/2% subordinated s1hking fund debenture due 1977 and 12 shares rion-voting common stock Inventory figure Actual value 12/1/67 $ 931.50 -160.25 Correction of· J.\qcoun:ti·f,i'gure•";, Union Nat i ona 1. Bank d i· vi;deni" 3/31/69 -Per account Actual figure 4.98 4.90 To Bailey, McNary Insurance -return premium included in inventory by error To J. Russel I AI I ison -Reimbursement of insurance on Packard automobile To J. Russel I AI I ison-Balance. on executors commission 771.25 '• . 29.00 29.00 117.00 To vn liard K. Allison, Jr. -Balance on executors commission I 17.00 To McCreight, Marriner & McCreight-Balance on attorneys fees 234.00 TOTAL ADDITIONAL CREDITS (Subtract) $3,309.83 $27,917.07 BALANCE FOR D I STR I BUT I ON ----------~------------------------;:.t?..5,.4i,5. {~8 . • ' ·, •;_"" -. .. . ~ ' ... SCHEDULE "A" INCOME FROM ASSETS (Personalty) 6/4/69 Washington Steel Dividend #79 10.50 6/24/69 Bethlehem Steel Dividend 4.50 6/24/69 Pullman, Inc. Dividend 7.00 10/14/69 Pu II man, Inc. Dividend 7.00 10/14/69 Bethlehem Steel Dividend 4.50 10/14/69 Washington Steel Dividend 10.50 10/14/69 Union National Bank Dividend 30.45 10/14/69 Union National Bank Dividend 4.90 10/14/69 Union National Bank Dividend 30.45 10/14/69 Union National Bank. Dividend 4.90 10/14/69 Duquesne Light Dividend 4. 15 10/14/69 Duquesne Light Dividend 9.38 10/14/69 Duquesne Light Dividend 9.38 10/14/69 Duquesne Light Dividend 4. 15 10/14/69 Washington Trotting Assn. Dividend 3.25 12/3/69 Washington Steel Dividend 10.50 12/3/69 Union National Bank Interest 422.52 TOTAL INCOME FROM PERSONALTY $578.03 . . . ! • . ~ " . .. - j .. ' . . .. I t • I I ' SCHEDULE. "B" GAIN AND/OR LOSS -SALE OF ASSETS Net Proceeds -Redemption 80 shares Hickory-Penn Gas Co. -Sale Inventory Value 104.00 80.00 Gain $ 24.00 ---------$24.00 Net Proceeds -Sale of 101 Union National Bank capital stock Sale 4,224.58 Inventory value 3,333.00 Gain 891 . 5'8-----------891 • 5'8 TOTAL GAINS FROM SALE OF ASSETS --------------------------------$915. 5·S Net Proceeds -SaJe. of 30 shares Washington Steel Corp •. stock-Jn~entory value $1,110.00 Sa I e . -765.04 Loss -344.96 Net Proceeds -Sale of 94 shares Keystone Gas 'capital stock Inventory value 94.00 · Sale =88.36 Net Proceeds-Sale of Inc. including $100.00 debenture due 1977 and Inventory Sale Loss -5.64 I unit Washington Trotting Assn. 6 1/2% subordfnated sinking fund 12 shares non-voting common stock Loss 160.25 -132. 10 -28. 15 Net Proceeds -Sale of 10 shares Duquesne Light Co. common stock Inventory · 30l.2B Sale --227.74 Loss -73.51 Net Proceeds -Sale of 20 shares Duquesne Light Co. preferred stock Inventory 590.00 Sale -487.04 Loss -102.96 Net Proceeds-Sale of 50 shares Wi II iam Penn Raching Association Inventory· 212.50 Sale -206.50 Loss -6.00 -continued- -344.96 5.64 -28. J 5 -73.51 .,. 102.96 -6.00 . . ... . ' . • SCHEDULE "B" CONTINUED GAIN AND/OR LOSS SALE OF ASSETS Net Proceeds -Sale of 10 shares Bethlehem Steel common stock Inventory $318.13 Sale -270.94 Loss $47.19 Net Proceeds -Sale of 10 shares Pu II man, Inc. capital stock Inventory $459.38 Sale -424.40 Loss $ 34.98 Net Proceeds -Sale of 197 Indian River Citrus Fruits, Inc. capital-Inventory $689.79 Sale -$671.71 Loss 18.0'8 TOTAL LOSSES FROM SALES OF ASSETS S U M M A R Y TOTAL GAINS FROM SALE OF ASSETS TOTAL LOSSES FROM SALE OF ASSETS $915.%3 -661 . 47- TOTAL GAINS =================================·==$254.+1· . . , . -47. 19 -34.98 ra .. o:s $254 •• (tl_ i. t ,,• "', If F ·1 E · 1 · d b p t.t. · 1 f R d. No pet i t i on am1 y xempt1on c a1me y e 1 1on, g1ve pace o ecor ................................................................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . Claimed and-paid in account by Jane C. AI I ison, surviving spouse, who was in household of decedent. List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Jane C. AI lison-one-fourth (l/4~h) \_; Ruth Evelyn Thompson-one-fourth (l/4th) Martha Jane Little-one-fourth (l/4th) Marion Luci lie Hoon-one-fourth (l/4th) COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .... ~~9!:"!.l ........................ doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best of .... f~~_!_r:-_________________ knowledge and belief. subscribed before ., ,. .. '· No ..... !.?.9.~ .......... 2!: ..... ..1.9.99. .................. . Estate of ...... Y!.~h-~~-Bo.-~.--.At:-b.-1-SGN---------------- Deceased J. Russell AI lisen and Fiduciary ........................ --~------------------------------- Wi liard K. Allison, Jr. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fid~ciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; 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. Copy 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 itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. McCreight, Marriner & McCreight ~.Y ..................................................................... . Attorney ~2 'Vd ''08 NOl~NIHSVA\ S lll ;\\ :1 0 :;; 31 S I ~ 3 U 0 N \ t: V H TEi S S n U Itt ,. qH l) • lJ L. Hd~ OL ( Q ·:~l ... i i ·-~~ ' .... j;. :,j '''"'"""' I ,· ·, . . . M£CREIGHT, MARRINER ~ M£CREIGHT ATTORNEYS AT LAW JOHN B. Mli:CREIGHT STEPHEN 0. MARRINER JAMES C.Mc;:CREIGHT 520 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 AREA CODE 412 PHONE 225-6600 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS" COURT DIVISION IN RE: ESTATE OF NO. 1203 of 1969 WILLARD K. ALLISON, DECEASED. N 0 T I C E PLEASE TAKE NOTICE that J. Russell AI I ison and Wi liard K. AI lisen, Jr., Executors of the Estate of Wi liard K. AI I ison, deceased, filed their First and Final Account in the Office of the Register of Wi I Is of Washington County, Pennsylvania, on Wednesday, October 22, 1969, at No. 1203 of 1969, and that the same wil I be presented to the Orphans' Court of Washington County, Pennsylvania, for confirmation November 24, 1969, and be cal led for Audit by the Court at a time fixed by the Court during the week of December 8, 1969, when and where you may appear, in person or by counsel, and be-heard if you so desire. Washington, Pa. October 22, 1969. John B. McCreight, Esquine McCreight, Marriner & McCreight 520 Washington Trust Bldg. Wash .i ngton, Pa. 1530 I .. . ·..; (./) 4: ~ -0 ...J 0- -"1'" _J .,..,._ cr~ ,,,.. >.: . 0 ........ 0 . .,.-; :r:: \.J.-z_ ..-.::t:. ...... ~::. <.."""' .... 0 0 -~ t- r--· ~ (~ .... \-· :z t.:" .,.;, .,r) (..{) :r: % tn _.._ • 0-::;:; {._f) if) l ..:::::. uJ 4. -· .a.:: c:: -;:;_ -c.=> ~,.l-r--.. '" \ .... . ./ -· ··~. ., -_,-.- , .. ----------------------------- IN THE COURT OF COl\II.MON PLEAS OF WASHINGTQ_N COUNTY. PENN . ORPHANS' COURT DIVISION IN RE: ESTATE OF No~ .1'203 o'f i969 WILLARD K. ALLISON, ~ ) ) r ) ) ) ) ) z < ~ Deceased. )o Ill z z Ill II. i 0 1-Cl z :z: ~ BEFORE: ~ ..: !:! a: Iii ~ ' ' . . , .. HEARING ON AUDIT . . ' • ., THE HONORABLE P. VINCENT MARINO. President Judge ofthe said Court. ' o APPEARANCES: McCREIGHT, MARRINER & McCREIGHT, ESQS .• j ..1 < 0 of Washington, Penna .• repr~senting the Accounta!J.ts. 0 ::l ... :t ;: TIME: Wednesday. December 10, 1969, at 10:00 o'clock A M., EST. N ui a: Ill 1-a: 0 :!i THE COURT: Number 1203 of 1969, the estate of Willard K. a: 1- g Allison, deceased. The Executors are J. Russell Allison and 0 ..1 < 0 ii: II. 0 Willard K. Allison, Jr. and the attorneys are McCreight. Marriner and McCreight. Mr. John McCreight? MR. McCREIGHT: May it please the Court. I have the necessary ' ' ' papers. There are no outstanding claims and th~ balance for distribut on is in cash. In the Petition, however. the Executors are asliing for a substantial readjustment· of the figures set forth in the Inventory. The ·broker who furnished the value figures as of the date of death ,f/' '·' -.. obtained the wrong.figu.res or sti.pplied the wrong figures and it wasn't < z < ~ until a sale of the assets that this was discovered and the correct ' t ' figures have been reflected in the Petition for Audit, which makes a fairly s~bstantial change in· the balance for distribution.· THE COURT: Is that going to have an effect on the Inp:eritance Tax? ~ MR. McCREIGHT: z z No, Your Honor. We cau'ght it in time to correctly Ill Q. i 0 reflect the figu.res in the Inheritance Tax Report. so that the Inheritan e ... C) z :z: Tax should be correct. Ill ; THE COURT: ...: ~ decedent's estate? ... Ill c .J ~ ~ Is there anyone else in Court interested in this ( NO RESPONSE ) c . . ::~ THE COURT: . .., The audit of this account will be ordered closed by :t .. ,.. N the Cour.L ui Q: Ill ... a: 0 ' . · . ( AUDIT CLOSED ) .. ...... _ I hereby certify that the proceedings and. evidence ~:r-e con- Q. • • ~ tained fully and accurately in the notes· taken by me on the hearing ?f the 1-• . Q: • • :J 8 above cause.. and that this ..1 o( u ii: 1&. 0 ·! - The foregoing record o ·. ~ . ' . e proceedii?-g~ upon the hearing of the above cause is· he:reby approved and dire~t~d to b~ filed. ~; . ' • • ... 2 '• ,, .... t: ..... 't··· .. d j .i en ""' '<: Ct!l!:i.l. w ' _.. t.L. ... J •. 1 !'lJ ·-' J j ' \ _,L_ __ _ '15 {..;. ,I._ J ' ' • I. 'v S 11 'o { -~{'- r~ _(. ~ .j .. . ' .......... .._ro -~' : } I .• 'j ........ :.:.;. .-I j ' ( .n: .. :tu. '(. J • ·'.;. 1::; -· ., ~~ ~ I· .-.d J 'l .1!.1 ..... . I ~ .. J•.· • l,f }J I \ I\ Jf .. - .I' ( j I 'tT r' ""' . ,- .~ . . ' ~ ,_ , -:. ,, ~u t4e <ttnutt nf <ttnmmnu Jflens nf lfns4iugtnu <ttnuuty. ESTATE OF fttnutylnanin, ®tplputt.!i' C!lnurt ~u,, j:>..,C-'..3 /Cf<at· N ·63-68-l 0. - Willard K. Allison, In the matter of the First and Final deceased. Account of J. Russell Allison & Willard K. Allison, Jr., Executors ADJUDICATION AND DECREE And now April $ . , 19_1Q_, this matter came on for hearing, audit and distribution a't this session and testimon/token; and thereupon, upon due consideration thereof:th~l~e for distribution in the hands of the Accountant is determined to be $ 22.,~·-. 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 tak:en herefrom sec. leg. Balance per account ________ -..;. _______ _ Additional debit asked at audit _Additional credit asked at audit Balance ____________________ _ Deduct Clerk's Costs & Receipts...___ ____________ _ Attorney McCreight, Marriner & McCreight Russell Marino, Agent, transfer inheritance tax, $290.40 Interest from 3-1-69 to 4-27-70 20.15 Jane c. Allison, widow, 1/4 residue, Ruth Evelyn Thompson, aaughter, 1/4 residue, Martha Jane Little, daughter, 1/4 residue, Marion Lucille Hoon, daughter, 1/4 residue, 6273.19 6273.18 6273.18 6273.18 No balance I _,! / ' I 0 ~ ~ -+.. z !A' ::S· ·n ..... !=> 0 0 :I" c (!) i i a 3 0 0 0 -+.. -+.. fl ;::· ~ ... 0 -+.. ..... J (!) t N = ~ ~ ~- ~ " 4-t c::l . ·-.::r {f) <i 0 -:>"',...JO.. en =~·.7 r:-:: ;::;: b :X:::: --:r. (._) .. c::::: ..... ll--z .a 0 -' :::::·~ r---l U:J ...... uJ (:;:: :.:..J !-:z: ........!' 0::: ;;/) (J) - 0.... t/) -~- .a: :.:::> 0 ~J) a: LIJ -<! c=l c.: :::=. ~ LL.. r--... • • 1' ::0 ::0 ~:~1~~ llt; s -~ g . rr1 G) J: ""! .(1 .. !.· ' ,•_' \: ,. ·" ~; .. ,_, 'PENNSYLVANIA~ ._ ,' NO~ 1203 of 1969: •. "··· c -·--_...:.;:.--·.;.. ___ o;;_·~·~.;,~;,5.;;.·;;:i~..;.:·~+-.:..~-~---·--.~~-:~--~-.i.'.--· ,''-. TN RE: EsTA¥t} o!f· \ ,!:i >·:. . ·. . WIBfiARD<K •• ALLISON~ ·; ElE'CEASED. ~·<· -=u >r.l.;;1: en·,. c: '::?i ~ (1,) . _;,...... GO eo ~:~,.,) . ~·>.·JTl.·.-···~·:n·}·.~ ··~o :· '• .1• o·:;! .JE· ~ ·::s .:;:.'t} •\ ,~;.;:: £' ' ~: ·(I'J ' w . •.' .""···· RECEIPTS' . ···-.<· I ... -,I c::::;> ....,_ .• .-:;,- ,':':t· . ...&:'' ;;g:.·. ~·· ">• ..... :~-; ~:-.,.,. .. _._ i. e 1 ··•.\:•' (:l •.:· _,..,." -· .•; r-:·'' ,·,_ .. '· ·:'"' / •' ·-·· . ( . : :~ ·-·,. ·~ .. ··:.:"';-._·• . ~ ~; -.. -: . ,'\ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF WILLARD K. ALLISON, DECEASED. DISTRIBUTION RECEIPT AND NOW, May __!j_, 1970, I hereby acknowledge to have received from J. Russell Allison and Willard K. Allison, Jr., Executors of the Estate of Willard K. Allison, deceased, my distributive share in full per Adjudication and Decree of· the Orphans' Court of Washington County, Pennsylvania, dated April 16, 1970, being a one-fourth (l/4th) residue. JANE C. ALLISON .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF WILLARD K. ALLISON, DECEASED. ) ) ) N 0 • ft:~·Et3:3 ·oT? 1.® 6 9 ) ) DISTRTBUTION RFCEIPT AND Nm'r, r•1ay _{_, 1970, I hereby acknowledge to have received from J. Russell Allison and Willard K. Allison, Jr., Executors of the Estate of Willard K. Allison, deceased, my distributive share in full per Adjudication and Decree of the Orphans' Court of Washington County, Pennsylvania, dated April 16, 1970, being a one-fourth (l/4th) residue. • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNT~, PENNSYLVANIA. ESTATE OF WILLARD K. ALLISON, DECEASED. DISTRIBUTION RECEIPT AND N0\.1!, ~1ay ?'l/, 1970, I hereby acknowledge to have received from J. Russell Allison and Willard K. Allison, Jr., Executors of the Estate of Willard K. Allison, deceased, my distributive share in full per Adjudication and Decree of the Orphans' Court of Washington County, Pennsylvania, dated April 16, 1970, being a one-fourth (l/4th) residue. ·rN THE COURT OF COMMON PLEAS OF WASHINGTON COUNT~, PENNSYLVANIA. ESTATE OF WILLARD K. ALLISON, DECEASED. DISTRIBUTION RECEIPT AND NO\.<J, May _cd,__, 1970, I hereby acknowledge to have received from J. Russell Allison and Willard K. Allison, Jr., Executors of the Estate of Willard K. Allison, deceased, my distributive share in full per Adjudication and Decree of the Orphans' Court of Washington County, Pennsylvania, dated April 16, 1970, being a one-fourth (l/4th) residue. • Marion Lucille Hoon Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ~ .. ··• RESIDENT DECEDENT COUNTY OF .... V(?,\"SHI NGT(YN-1 ....... ······························:······· IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the _Inqerit(ince __ (in~ ~E.~t!l-te Til}( A,ct of 1Q61.·) IN THE MATTER OF THE·ESTATE OF } AFFIDAVIT OF ..................... WI bJ!.~.R.P ..... !S .. ;.st;..~~~r~lt:?;,;~--·~r -d~;,;}~~ti·······--··· .... ....................................... EXECUTOR Late of ........... I::I .. ! .. G..KO.RY., .. WASH 1-NGTON--.................... , ............. County ADMINISTRATOR PENNSYLVANIA State of........... . . . ........................................................... } WASH I NGTON ss: County of ............................................. . .... J .•.. ..RU.S.S.E..!...L ..... A.!.. .. L.J.SON ..... 9JJ.d ..... WJ .. L.LA.RD ... K ...... A.L.L.JSQN., .... JR. Executor Administrator of the estate of the above-named' decedent being duly sworn, depose and say Decedent· died .............. ../ ....... .P~C::~f!l.~.~r.:: .. J.,; (Month) . '·\ ........... , 19 ..... f>..7. ...... ,r testate leaving a last will, copy of.which is hereto attached._} (llay) . (Y<:ar) L.J.a._._....,.. N~me and address of attorney or} other authorized representative to whom all correspondence should be. mailed. John .. S •.. McCreight, Esquire, McCreJ.gh_t.,Mg,rrlner & McCreight 520 Washington Trust Bldg., Washington, Pa. 15301 · That as such Executors ...................................................... deponent is familiar with the affairs of said estate and the property con- ( J•:xecu tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BO'I IN NAME OR NAMES OF HOLDERS TO DEC~DENT None ·- That the contents of said safe deposit box or boxes are itemized under Schedules ____ of this return, with the exception of the followtng, for the reasons hereinafter set forth: That Sc.hedu!e A attached hereto and made part hereof sets forth full v and in' detail all the real property in the Commonwealth of Penn:;;ylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel. of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent'~ immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and' to the date of decedent's death in all other cases; all bonds, .. postal sav;ings, treasury certificates or notes and other evidence of in- debtedness of the United Sta-tes to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and 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 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. .e. In the case of securities of close or family corporations, the values· reported are as far as possible subst~n.tiatfd by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted,· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death, ' The Schedule C attached hereto and made part hereof sets forth a. tr~e answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the tr~nsferees to the decedent, the proportionate share received by e~ch 'tra'risferee and all other facts of a pertinent nature. regarding. said transfer~. In the ~ase of transfers intended to \ ' . ' . take effect in possession or enjoyment at or after death, there is ~lso attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which·passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment ve(ite.d in decedent, either individl!-ally or jointly, by the will, deed, or other instrument of another, ' . . ' . ' . with a copy of the i~s ~rument creating such power att~ched ,to t~e. 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 nliture 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. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing i~ the name of the decedent and· others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions clai~ed 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 charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in~settlement of any fee, commission or .debt is less than the estimated amount claiming and allowed, that the same will be reported to the 'Reglsterof 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", have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . •c•, "E", an~ "F" as directed therein,. ................ ~ .... 1i1 ... S.. . d...! .... day of ..... ~ ... 19 ...... 6.9. .. '---II . -~ . a.:;~;~;u~--~··· .... --·· ~ \ ~ ~~ 4~t;;{~$t{~,~A- WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES JUNE 25, 1910 -· .. :.:-: ...... ~--'-~~e.'F..Y.~ ..... ~~-~ ...................................................................... -.. ~-·· (Street Number) (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to S¥hedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed, , RCC-34 l'·64) A,. 'COMMOH~EAL TH OF PENNSYLVANIA W DE,PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . e. . *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a form state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedu'le. All that certain lot of ground situate in the Village of Hickory, Mt. Pleasant Township, Washington County, Pennsylvania, bounded and described as follows: BEGINNING at a point on the Steubenv i· I I e· Road, also known as Main Street; thence by lot now or formerly of S. Oliver Scott, North 22 3/4 degrees East 100 feet to a post; thence North 67 1/2 degrees West 47 feet to a post; thence by lot of Samuel A. McCalmont, South 22 3/4 degrees West 100 feet to a stone on said Steubenvi I le Road or Main Street; thence along said road, South 67 1/4 degrees East 47 feet to a point, the place of beginning. THERE is erected on the above-described lot a one and one-half story frame building THIS is the same lot of ground which was conveyed to Wi I liam W. Denny and Willard K. Allison by The School District of the Township of Mt. Pleasant by deed dated June 18, 1915, recorded in the Recorder's Office in Deed Book 428, page 390, and the said William W. Denny, et ux. conveyed his undivided interest therein to Wi liard K. Allison and Raymond M. AI lison by deed dated January 10, 1927, Deed Book 544, page 429, and the said Raymond M. ·;f\J l'i son, et ux. conveyed his interest to Wi liard K. Allison,by-deed dated November 13, 1937, and recorded in Deed Book 617, page 489. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In thIs spoce) \ .,- '! l I ~-1 j 'I ., :l I -I ~ .1\CC -:'5 ·cc~£\IONWE!\W'll oF PENNSYLVIA Tfulu'fSFER INHElUTANCE TAX RESIDENT DECEDENT / SCHEDUL!': "l3"/ PERSONAL PH.OPERTY I:iSTRVCTIO:iS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, nt tlte time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another \H others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. ,jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . " stocks, ·mortgages, notes, together wi t.h accrued interest or dividends, salariP.s or wages, insurrmct:! pay- ttblc ttl the f!Slittc Ol' f'iiludnry in !:llihl Mflllcity, pnrtnorshtp intr~rosts, interest in o.nyunrl.1.str1hut,~rl estate of' OJ' 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. ----~------·----------------~------------------------~------~----------~----------------- I tern No. ? I. 2. 3. 4. . 5. 6. 7. 8. 7 9. y 10. II. ITEM List and describe f\1lly 80 shares .Hickory-Penn Gas Co. capital stock 101 shares The Uni'on National Bank of Pittsburgh capital stock 30 shares Washington Steel Corporation common 94 shares Keystone Gas Company capital sd:'6ck I unit Washington Trotting Association Inc • including $100.00 6 1/2% subordinated sinking fund debenture due 1977 and 12 shares non-voting common stock -stock $7.00 share -Debenture 75.25 10 shares Duquesne Light Company common stock 20 shares Duquesne Light Company 3.75 preferred 50 shares Wi II iam Penn Racing Association Class A non-voting common stock 160 shares The Hickory-Woodrow Telephone Company capital stock 10 shares Bethlehem St~el Cor.p. common ·' I share Washington County Agricultural Fair Inc. UNIT ESTIMATED VALUE MARKEl' y ALUE 1'.00 33.00 3 7. 00 1"~ I , I I 0 • 00 I .00 / 94.00 160.25 30 I. 25 590.00 212.50 )'-_J4, 480.00 '!/f-...] 318. 13 DEPARTMEl'<T VAUJATIOl (Do not wdte in this space) j/ . I 1.2. 13 • 14. ~v s.oo 10 shares Pullman, Inc. capital stock ~459.38 197 shares Indian River Citrus Fruits Inc. capital 3.50 ·v-10 689.60 14 1/IOth shares Wise Industries Inc. common 0.00 000.00 ' ' . ,.:t 1.-.f 15 • $500.00 The Greater Canonsburg Industrial Development Corporation 2% subordinated debentures Series A due Feb. I, 1985. -S'~p 70.00 350.00 7 16. 7 17. 18. 19. 21 Checking Account in McDonald office of The Union National Bank Savings Account in McDonald office of The Union National Bank Li nco In Continental automobile ~! /9(Y Parkard automobile ~? 115t. ·McCreight, Marriner & McCreight -balance in trust fund -credit 918.58 1150.00 25.00 20.06 __ _L_ _ __:_ ________________ .,.I----1-----r-------! X X Insert Lllis to tal opposite "Pcrsonnl Property", Sche<lul (~ "11n 1 n the "As Hcported" colwnn on the lllst pa:;e of this return. 27365.58 COMMONWEALTH OF PENNSYLVANIA THAN~FEH INHERITANCE TAX HF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY .e IliSTRl'CTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and· others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-~wners to the decedent. Description of Property, Date of Acquisition, Name! Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. ! Lots Nos. 8 and 9 in the Thmmas M. Berryhi II Plan, Mt. Pleasant Township, Washington County, Pennsyl~nia, owned jointly with Jane AI lison, his wife, by deed dated February 18, 1941. Deed Book 646, page 74. Tract of ladd in the Village of Hickory, Mt. Pleasant Township, Washington County, Pennsylvania, 82 x 165 feet joining land formerly of Farmers National Bank and Minnie Manson owned jointly with Jane C. AI lison, his wife, by deed dated Apri I 25, 1956, D. Book 959, page 249. Lot of ground in Vi II age of Hickory, Mt. Pleasant Township, WashingtonCounty, Pa., fronting 100 feet on the Hickory-Washington Road and extending back by land now or formerly of Luther R. Lawton 155 feet, owned jointly with Jane C. AI lison, his wife, by deed dated December 16, 1953, in Deed Book 913, page 452. Tract of land in the Village of Hickory, Mt. Pleasant Township, Washington County, Pennsylvania, fronting 60 feet on Main Street and extending back northwestward I y the ref rom 165 feet owned jointly with Jane C. AI lison, his wife, by deed dated Aprl I 8, 1944, Deed Book 678, page 136. Unsold lots in Thomas M. Berryhill Plan of Lots, Plan Book 4, page 126, in Mt. Pleasant Town~hip, Washington County, Pa. as more fully described in deed to decedent and Jane C. AI lison, his wife, dated May 3, 1943, Deed Book 669, page 367. Lot No. 133 in Bradford Park Plan of Lots, P. B. 6, page 180, in Beaver County, Pa. owned by the entireties with Jane C. Allison, his wife, by deed dated Aug. 21, 1964, D. B. 862, page 46 7. Tract of land in Independence Township, Beaver County, Pa. containing I 19 acres ·9) perches owned by the entireties with Jane C. AI lison, his wife, by deed dated Jan. 30, 1933, D. B. 41 I , page 361 • 20 Acres in Sumter County, Fla. owned by the entireties with Jane C. Allison, his wife, Deed dated Oct. 29, 1947, in Deed Book 127, page 490. Percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest \IOTE: all the liste properties ~ere owned )y the lttnta decedent and Jane C. I I I i son 3S tenants by the en ireties. Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. • j tJ· tl .;,'"t \,.J :-7 r;:J r.;:J• n ·-~·,1 C)C: 0 ' I (])~~ I ~~:~ l>: r-~r-v I n-. r.l li:-'" :-?. .. ~·,.. :::S;J CJ r:, .. : ~Q. w • . w ~ rbmfON 11'EALTH OF PENNSYLVANIA TRANSFER INHERITANC.~ TAX ~~SIDENT DECEDENT SCHEDULE "C" TRA.NSFEilS .• ~ (1) Did decedent, within two 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) 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) above is in the affirmative state: (a) Age·of decedent at time of transfer------ (b) State of decedent 1 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 any possibility that the property transferred might return 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 transfer without receiving a val_u_a_b_l_e-an-d--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 possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~N~o~---- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ______________________________________ ~--------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) lm (9) If the answer to (8) above is in the affirmative, was the power li alter, amend, or revoke the inter- est of the beneficiary reserved in th~ decedent alone or the decedent and others? (Answer yes or no) ______ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any; Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provide~ in Schedules A, B, or E. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. -Only) \ h ' , .. RCC-37 (12-63) " . . CtHD!tl~\\"E.\I.Tll OF l'E:'I:~~YYL:\NIA TRANSFER 1:\IIEHIT:\!'\L'E TAX RESIDENT DI::L'EDE!'\T ,,. BENEFICIARIES AND ADDRESSES ... State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Jane C. Allison Hickorv. Pa. 15340 Ruth Eve' I vn Th 1928 Northbrook Road ~.,:anca5Te r , ra. 1 tov 1 , W=>r+h"' '"'""'I "++I~ 2501 27th Street Parkersburg, West Virginia 261 M:::o.-",..n I ,,..• llo J..l,..,..n 850 Bower H i I I Road Pittsburgh, Pa. 15243 .e- SCHEDULE "D" BENEFICIARIES RELATIONSHIP (If step-children or SURVIVED DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Widow Yes •. l/4th residue I DaL Yes I /4+h r~c:: i rl11~ Dauahter Vee:: 1/il.+h ........... ".-l ...... PI Daughter Yes Daughter l/4th residue Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE - Will Administration t No. Year ................. . P.'J THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ \ .. . \~ ...... -~ -- \ ~ Vr ~ \\ ~-l \ ~ ~-~ ·1 "" v· . '1-. ~ ' 11 . ·. "'-'~ . - -~~ ~' . :. (p· -i -~ . .. ... \ \i . - . t ... i.t-I ' '"\ -. ~-c . I l ' ' . ~~-' ~- (Executor-Administrator must complete "As Reported" column _#1.) 1 o-...., '"ti !:0 '"I '"I ("t) ("t) 0 ll> '"I ll> "' ::s "' -"' "' 0 ....., ::s '"ti ....,, ("t) e:... '"I '"I ll> "' 0 X '"ti '"d ll> ("t) o-· '"I '"I ;--0 ~ '"d trl ("t) '"I "' ...... ...... '< ll> ...... ("t) U"l c ~ ~ > !:0 ~.,-....,.-.....: >-<: w U"l U"l (") (") ?" ?"' ?"' g ~ > • -.. -(1)-{1)-fn-(1)-{1)-{1) N :\0 .... (X) :0\ \Jl :• :\Jl :(X) :N. > =-....IY"' ~ _ .. : ':v,V\.11 !:0~ :0\0 .g ~ :\,Jl 0 0 ~ ·• •. ""1 'I.Jl 0 ..... (X) 0 8.. -{1). -{1) -~ -{1) --{1) 4 ,(). ~· \\'.. ~- ·~· ·~· > ~h; :~:~<1:~ ' . ..... : r. t.:.> ""-0.3~ -~ () :::· -~ a g_ . i 1\:l~ -~ •· . ' . .:r ·'~ i 1 tt .-~ • e., .. ! --.-I .JIII!r":: ' ~ ... _ F"orm RCC-10 DEDUCTIONS ALLOWED IN J { -... ' ~ Y97/ >-l/ }, "-.'-'W OFFICE OF THE STATEMENT OF 'DEBTS THE SUM OF . . . . . . . . . . . . $ .......................................... REGISTER OF WILLS AND DEDUCTIONS "j{:;:;Jd/!::3~+ OF WASHINGTON COUNTY AND AGENT OF THE COMMONWEALTH Register of Wills, Age~t ESTATE OF WILLARD K. ALLISON, SR. LATE OF Hickory. Mt. Pleasant Township. DATE OF FILING APPRAISEMENT 10/ ~~/69 CATS: OF DEATH December I I 1967 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEJII 12/15 67 <Db server-Reporter Advertising letters 12 50 ~~~15 . 67 Washinlton Count~ Reports Advertising letters 1~ 50 12 II 68 Russel Marino, e~ister 14 short certificates 00 12/11 68 Barbara Craig Notary fees 16 25 I() I 1-\Q Rr~rhr~ra Crain Nn+r~rv feec; 'i lAO 10/ 69 · ~usee I 1 Marino, Register Fi linn _Inventory Is 3~ In I ,.,.... ~ussel Marino. Reoister l.;:f I I i no Accou r1I2 jg' 69 f)Q ~cc~~!~~tr ~1))~g~ra*dM~y)1!~~t ~!T~b~~~~m~~fsfor letters nf ', 196 00 K. A I I i son , J r • testamentary 18 59 I /?Q f\R Wi lrl::~ M Geho R N Nursina 75 00 1/29/ 68 Sppakmans Funeral Home Funera I· Services I ,6~~ ,gg ?iA F. A Mi-1 Pr-nc::nor+ r-. _C , ... ~iro:> ~~8/ 68 Kurtz Monument Co. Marker 28~ 00 4 II 68 Richard M. Harkcom M.D. Services 00 6~}~/ 68 Kurtz Monument Co. Balance on stone 251 00 1116 68 J Paul Proudfit, M.D. Professional Services 25 eo 1/29. 68 w. D. Gardner Inc. Repali"r b iII 38 ~~ 1ha f\R Rr-nwn I c; ~l'"l'l!l'l!nhnllc;l'l!c; Ml'l!r-rh::~nrlic;"" 18 2/8 68 Bai ley=McNary Agency Insurance Premium 9~ 25 1(1/11'\ 1-\Q Mrl"'r-o i nh+ M<>,...,...• nor-~ Mt"r.r-1'1! i nh+ _OA_h± ,....(. rlororlo:>n+ ISA -.J 10/ 2~ 69 Jane C. A I I i son F ami I y A I I ow a nee I ,000 00 In I,.., en I R ,., c::a I I A I I • c::nn If? l='val"'ll+nr-c:: rnmm·c::c::inn 5~~1 oo ·" 1/2 Executors commission 10/ 2~ 69 Wi liard K. Allison, Jr. 59·tr~joo $5.987 52 ~~.d._ ~~ .... ~ 1 41 ....... ~~ Z7t; VD r~ .. u ~LJ_v I. 1-?~ tJ.-d ~-;b· ~~J J LJ ,a(,-:-L D.-AI .,;tA, A.-.eT y~ MJ - COMMONWEALTH OF PENNSYLVANIA } COUNTY OF __ W_a-:s_h_i:-ng.;;..t_o_n--.....,~,...,....,.-,----SO: J. Russell Allison and Wi liard K. Allison Jr. 1• _____ ..;....:,_.;.,;==..;_:_...;..:.,;,..:..,;_::..::..:..:.._.::..;,.;_::____;_.::..;,..::..,;...:._.:.____:,~.:.....;_.:.__I~~HEREBY CERTII"Y, THAT. TO THE BEeT OF I\IIY I<NOWLI!:OGE AND BELIEF, THE F(;)REGOING 18 A JUST AND T~4 E IHATEMENT OP' pEBT&, FUNERAL EXPENSES AND EXPENSES 01" ADMINisTRATION sueMITTEc ro THE ESTATE oF 1 II ard K. A Ill son Ecli.Aeao. As cEoucr1oNs FoR INHERITANCE TAX PURPOilES. / ~ SWORN AND SUBSCRIBii:D BEFORE ME THIS 22nd DAY 01'-~ }1;:;;: C!tt • ~-L0 I ~ctober {!f ,.~ ~L . ~'=t..-..-J. )(I:..S.l ~4A':l"?i.a a./ -a~ Execu'tors I V'\. BARBARA CRAIG, NOTARY PUBLIC / WAs:'INGTON, WASHINGTON COUNTY l!lY COMMISSION EXPIRES JUNE 25, 1973 I I I i I I· .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS IHHERITAH.CE TAX DIVISION IN YOUR REPLY PLEAeK ....... TO NOTICE OF FiLING OF APPRAISEMENT J. RUSSELL ALLISON & \tJILLIARD K. ALLISON, JR. (Exec~tor~· In Re: Estate of _____ WI_.;..LIA __ RD_K_. _AL_LI_S_O_N ____ _ 37-74-8 ______ W,;,;;A;.;;;S;;;.;;H,;;.;;I;;.;;N;.;;;G;.;;;TO=N-----County ... File No. 9497-04 Dear · Mr •. Allison: You are hereby notified that the original · appraisement in the estate of Willard K. Allison has been filed in the office of the Register of Wills Qf Washington County on February 2 , 19_19. Said appraisement reflects·the following valuations: Real Estate _ _..;.. ___ ..,..;;3;-:;'~5~0"'~"0_ • .,..oo~-- Personal Property ____ 2~7~,~3_65~.5_8 __ __ Transfers ____________ ~~~~MT-----Total _________ ~3~0~,~8_6~5_.~5_B ___ __ As to such tax that is paid within three months.from date of death, a five (5~) percent discount is allowable. As to any tax that remains unpaid after one year from date of death',-interest at the rate of six (6~) percent per annum is charged. Any party in interest who is aggrieved b7 an appraisement ma7 appeal therefrom as provided by law. Date ___ ~F~e~b~rua~£1~~2~,~1~9~70~------ DATE OF DEATH: December 1, 1967 I . Note: This is not a bill. / COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. e ,-----.e. . SUMMARY Estate of ALLISON, WILLARD K. DATE OF DEATH_-=:1_2-_1_-_6..::7_ FILE N0. __ 94_9_7_-_04 __ (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: --~02:::::..---=02=--_!7,.=.0~---- 12-01-67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions 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 allowod u a doduction. ~ Dated: . 7J~ REGISTER OF WILLS 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) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $ ______ +--- ESTATE TAX ASSESSMENTS $ _____ ..1.__ FOR USE OF REGISTER ONLY Tax on $ --·-------+---{£) COMPUTATION OF TAX $ _________ ~--- Tax on$ 6% $ ___________ ~--- Tax on$ 5% $------------4---- nx~$ IK $ _________ ~--- Tax on$ 15% $ ______________ ~---- VALUE AS REAPPRAISED $ ______________ +-_ Exemptions * Total Estate --------1-- TOTAL TAX $------------~---- (*) 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 $========= BALANCE OF INHERITANCE TAX DUE $ -------+--- Add interest at rate of 6% from --------to ------ AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _________ ___j __ _ BALANCE DUE $---------~---- Add interest at rate of 6% from -----~10---------$---------~--- TOTAL TAX BALANCE $-----------4---- PAID $ -------'----- 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. Will Administration f No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLARD K. AIL ISON Deceased Late of. HICKORY County of . WAS.HINGTON ................ . Commonwealth of Pennsylvania REPORT AND APPRAISAL • e. , ' '\ ~ -I . ~ R C C-43 (5-65) COMMONWEALTH OF PENNSYLVAN lA DEPARTMENT OF REVENUE HARRISBURG NOTE: TO BE. SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26. S. 4th Street Harrisburg, Pennsylvania hKf. W,i/ (JAAI£) A 1//JJJc'il-;:)/f (~ E. 'lEe 12. r. ~1, 1<. A''';-1 SJJ J/_ J 1\. J! !l 11 turs Jif __ /05ST 111;5 T£1( fJ i i:.. /( 8 )~ y-J?Ji. Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION -----rrrt+...,.__ __ ....,..~.,........-----=---::::--:.,..,.._---UtJ1on National Bank ot Pittsburgh ADDRESS ____________ -+~~~~~~~~--~~----- ACCOUNT NO. OF JOINT, 161 East Lincoln Avenue, McDOnald Pennsylvania - TRUST OR INVESTMENT DEPOSIT 73 ... rroz6z r. NAMES ON ACCOUNT '+ '+ OR INVESTMENT W.K. Allison (one tJatae) -------------~~ DECEASED JOINT DEPOSITOR, • ~ c;JIF I TRUSTEEORINVESTOR ______ ~w-.K~···~•~J~l~1~s~o~R-~~~----- ADDRESS ___________________ ~~~~--~--~-~----Rickory, Pennsylvania DATEOFDEATH _____________ ~~~~~~~--------- SURVIVING DEPOSITOR, December 1,1967 BENEFICIARY OR INVESTOR---------....... .......-----------------none ADDRESS ______________________________ __ RELATIONSHIP TO DECEDENT _______________________ _ DATE DEPOSIT OR INVESTMENT WAS EST ABU SHED ----------:fn=t-rr--+-.:t-eiiiHT------- BALANCE, INCLUDING INTEREST iful3 1,1954 DUE, AT DATE OF DEATH $ ________ 9'-=8=2:..:. • ...,_38::::...._ ___________ _ ~;rfSQ . Signature / • RCC-43-RI NOTE: Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: REPORTING FINANCIAL INSTITUTIONS Union National Bank of Pittsburgh ADDRESS 101 East Lincoln Avenue, MoDonaJ.d,Pennsylvania. 15057 ACCOUNT NO. OF JOINT OR TRUST DEPOSIT OR INVESTMENT -~7J:;..•....;O;,.:;;l:.:.04;;:;.2.:..:l;;;..· .::A~--------- NAMES ON ACCOUNT OR INVESTMENT W,,. K,. AJ.lison (one name) ---~c.·V~/ __ J:~ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ___ W...:•;..._._K.=.• ....;All=·:.=i;.:;;so;:;;;;n:::.· _ ____:. _________ _ ADDRESS _____ H..;.;i~c_ko.;.;ry;;.a· ·u•~p·..;;.;elm=S"""Y.:::;lv..:.;an=i:::a~_;..._ __ _..._ ______ _ DATE OF DEATH December lJ 1967 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ____ !!non~. ~eL..------------- ADDRESS -------------------------------------------- RELATIONSHIP TO DECEDENT ---------------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _____ __!J::!a~nu~azxi!:Y~4Ji..,a ...tl~.9~6!.&.1 __________________ _ BAl.ANCE AT DATE OF DEATH $ __ $:..._:.1:::..3.!.,06.:...·~8.:.•:...:93::... ,..,_----:--------PlVft~ . TITLE .OMMONWEALTH o·F PENN~YLV.IA (File in Duplicate) DEPARTMENT OF REVENUE 'HARRISBURG , Director Bureau of County Collections Department of Revenue Finance Building Harrisburg, Pennsylvania Dear Sir: Re: IN YOUR REPLY PLEASE REFER TO Estate of i·!tti.~\i~D K. AlLISON Date of Death 1:.!-l-~7 ';JA.6J!l tl:J1'UN County of ______ ~ .. ~~~~------- St ate File No. _6=-.:3=----=6:....:9=---=1:.::2:.::0-=3~-- Pursuant to the memorandum of February 25, 1958, concerning valuation of closely held business interests, I herewith request your advice concerning the value of the following: A. Corporations NAME OF CORPORATION BUREAU USE ONLY rYPE OF NO. OF INVENTORIED VALUE SUGGESTED VALUE S~RES SHARES UNIT TOTAL UNIT TOTAL 1HICKORY·PENN OAS CO. lliCKORY-WOODROW TELEPHONE CO. JlNDIAN IVER CITRUS FRUITS INC. CAP. 80 1 .. oo· w~~~~wu~~~~~~----~~~~~~~~4T~-L-*.~~~-+~~~- 1. B. Non-Corporate ·Interest TYPE OF BOOK NAME OF BUSINESS ORGANIZATION BUS. ORG. VALUE INVENTORIED VALUE SUGGESTED VALUE Remarks: Enclosed is the av;3.ilable finruq.cial data for all requests under "B"• above and I await your advice before appraising any of the above described assets. Very t~ly yours, . W .' )l4'c~~-APpRAISER v' Form RCC -47-RI I I Fonn RCC-2 ' . . . . PENNSYLV:._ . ...................... E.~.!?.ru_cg:_y ____ ?..,. ....... "+-.?..79. ......... JMMIIN OF DATE DEPARTMENT OF REVENUE I ' RESIDENT INHERITANCE 'fAX COUNTY ....................... W.?.:~.h~!l.g~.?.~ ........... ~uREAU OF COUNTY COLLECTIONS ......... ........ HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. 9497~04 Whereas, ......................... W.~.J:J:~.9 .... ~ .. ! ..... ~.~~-~.??..~ ............................................................ late of Hickory ................................................................................................ ··········· in the County of ...................................................... ~~.S..h.:i.gg~_911: ................................................ Commonwealth of Pennsylvania, having died on the ............................... +. .... l?t.. .................................................. day of ..................... P.E3..~-~~1:>.~-~ ............................. 67 19 ............ , 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 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 collateml heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Auet Values Made for Inheritance Tax Purposes I$ REALTY: See copy of Schedule "A" attached to a p nrais ement 3,500 00 PERSONALTY: I ~AA f'nmr of Schedule "B" attached to aooraisement 27,365 58 -. ..'I'Qt.al 30,865 58 ' I form~;~j,b~~ ::l:h~w~ ~~~ ~~· ~:; .~·~~¥$:~r~s;?:;~·~~1 . Appr r ~·······L········ ......... ··········································· . ....................................................... (Number and Street) ~-a ~ ......................... ... ................................... , Penna . (Post Oftlee) J H • ••• ••• • W.A.$ HI.~ roN County =========F ~ i f.~ n .. r..... _ .. "",.? st RESIDENT INHERITANCE TAX APPRAISEMENT ~·-(i) IIPI"· !" tH ij ltl u tt. n . 1 '". •• Estate of WILLARD_.~--~. --~~1?0..~... ..... H US S !:' L L f : ·, r, t N 0 ···[J;~·;;;~;J: REGiSTff\ OF WiLLS WA ~~JH<I'•-o·• Late of h"'"' "Hlit\;ll ·l't GO .. PA. HICKORY Date of Death, ........ P..t:l.C:.E:lJI1,lJ..E3.:r. .. l.:.L .. l.:.9..7.9. ................. . • Appraisemei!t Docket Vol. 37 , ................................................. . Page, ......... 7..4-:-:.f? ...................... No. 9497-04 Filed in Register's Office,F..E?.l;>.r~~:r.Y. ... ?.L19 .. .7Q Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, e. Examined and Approved, Wrote abo.ut Appraisement, Appeal fyom Appraisement, Entered and charged, ;