HomeMy WebLinkAboutOC1968-1287 - ESTATE OF STREAN. ' .. j
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WILL OF MARIA JUDSON STREAN
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I, .Maria Judson S.trean, of the City of Pittsburgh, County of
Alleghe:ty, Commonweal~h of Pennsylv!lD.ia, do make, publish and declare
this my Last Will nn-::1 Testament., hereby revokinf: all previous Wills
heretofore ma.de by Jr_e and intending hereby to dispose of 'all property
'of whatever kind and wherever situated, of which I shall be seized or
possessed, at my death, and to exercise every .power of dispositio~ I
may po$sess •
FIRST, I direct my 'Executrix hereinafter named to pa~ all
my debts and funer.al expenses, ns soon after my death_as shall be con•
sistent with the ordorly administrE".tion of my estate"
SECOUDs All my personal effects~ including. household goods8
ornaments.~~ jewelrJ" wearing appat'el and other articles intended for personal,
or household usej or. :::rnament,. I e;ive and bequeath to m~ nieces Helen
Dunle.p Taylor and Dorothy DunlS;p Shaw i share and share · alike.o.
THIRDs All.the rest, residue and remainder of my estate,
both rer.l and personalD whatsoever and wheresoever situated, I give~
devise and ·bequeath to my niece Helen Dun~ap Taylor8 for and during t~e
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life. of mY, niece Dorothy Dunlap Shaw0 to·:ha:ve and::tQ hold In Trust
NEVERTHELESS for the fc•llowing uses and pur.poses;
111 To invest and re-invest tpe same and to collect nnd receive
the interests dividends.~~~ income and profits therefrom during the life of
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'ID1 niece Dorothy Dunlap Shaw; and
· 2. After fu.e paJ'lllent of all necesse.ry expenses in connection·
with the trust.~~ .the o.nnual-net income shall be distributed as follows s-.
a one.:.third (1/3) part thereof to .DorO.thy Dunlap Shaw in quarterly inst9.ll-.. · ·
ments during her ~ifet~~.ll and the r~maitrlng two-third,; (2/3) part to the
ssid Helen DUnlap Tr_ylo·r durinf: her lifetime11 and" upon th_e death of either.
of them the survivor shall .receive all th~ net income of th~. t~st during . . '
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•• •• • •• : ;;-.' •••• _l .. •.:. her lifetime. Exhib~t~"A"
-~·-·:-.· ··-· -· -·~ .... ----
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3\ Upon the dent}\ of the ~urvivor of my_ ·two nieces nforcsnid
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the then principal or the said trus".i fund shall be paid over shd distributed
freed of all trusts to E. C_il.rpore Shepherd, Jr,, son ~f my nephew E.
Gilmor~ S!1epherd, Should the sntd E. Gilmore Shepherd,· Jr, -then be deceased,.
distribution shall be made in equ·e.l shnr~s unto his issue, if any, who e.re
living at the time of his death and should there be no such issue, then . . . .
.distribrtion shall be .made in equal ohare~ unto my next of kin in
accordance with. the pr:)Visions of the intestntc lav1s of the Colil!::o~\'TP.e.l th of
Pennsylvania.
FOURTH: It is mywill and intention that neither the principal
·nor the income of the trust estate shall in any manner ~e liable to the control
or l!nswernble for debts, contract's, or engagements of any of the bene-
ficiaries hereunder of ~iable t., e.ny charge, ·enc~b.rance, assignmnnt, con-
veyance or anticip~tior_ .by ':hem qr any of theme
FIFTHt I desire·that alltaxes'and_all transfer·, or succession,
taxes chargeable nge.ins·t any and all of the ·property bequeathed under this"_:
my Ylill, shall be pe.id ·by and from my residuary estate; e.nd I nereby . . .
aut~orize and d~rect the Executrix of this~ my Willg ·to .mako such pe.yments
and t~ chart;e ·such payments against my. r·esiduary estate in order _that the
be.ne!'iciaries thcrof under this» my said l'lill~ other than the residuary
lee:ateesg may receive a:l such propEirty and bequests free from all chat:"e;es.
SIXTHs I he::"eby applbint iny niece, Helen Dunlap Tr.ylor.o Executrix
of this my Last Will anC. Testament and to be the trustee of the truse estate
herein c·r~atedz and I direct that said Executrix be not required to furnish
any security for· the faithful discharge of her dutyo Upon her death.~~ should she
prcdecea.se her sister g I hereby appoint the daid Dorothy !Atnlap Shaw to be the
Successor Trustee under the same terms .and conditions ::>.~· herein set· forth er,d
direct that she ahall no: be required to file any bond .or security of any kind,
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. Upon the death of the su::-vi 'vor or· my said nieces who was· then acting as .Trustee
hereunder,. I aonoint the Union National 3~nk of Pittsburgh, Paog e.nd its
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successors to bet he Trustee for.~ he purpose ·or making the final dis tri hution
of the Trust Estatee· • ,! .·
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· SEVEUTHt . I here~y expressly .autl').orize and _empower my Trustee.
Helen Dunl.tlp Tayior, in her discretion to retain wi tho]lt a sale atl su~h .
bonds, securities, or corporate shares as may at any time belong to my
residuary estate mentioned· in clause design.ated "THIRD" hereof; and 1 expressly
authorize and request said Trustee, Helen Dunif\!> Taylor,,. to accept at market
prices any such bonds, securities, or ·corporate shares, and to·hold.the same
as proper investments for the whole or any portion of the trust e~tate
created in clause "TTIIRD" hereof. My said Twstee, Helen Dunlap Taylor, is
hereby further authorized and ·empowered to invest the proceeds of any
security coming into her hF.lnds in such other.securities as she may de~m proper
and she sh~ll not be limited to such securities or investments as have been I
designated f\S legal investments by the Laws of the. Commonwealth of Pennsyl··
vaniaJ and my said ·TrUstee, Helen Dunlap·Taylor, shall not be responsible
I for any loss resulting from the making of such investments nor charged wi~h
any loss or depreciation in connection therewitho
IU WITNESS iiHEREOF, I have on the-/ {p,day of March" 1946.~~ at
BOO s. Aiken Ave • .~~ .Pittsburgh» Pae, s~gned, sealedD published and decl~red
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the foregoing instrument as11 and for, rny Last Will and Testament.~~ in the
presence of each and all of the subscribing vritnesses, each or whom I have
'requeoted in the presence of each or _the others· to subscribe his name(with
his address·), as an atte_sting witness, in my presence, and in the p-resence or
the otherse
L.So
The foregoing instrument was subscribed, sealed.~~ published and
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declared by Ua.ria Judson Strean, the testator above_ namesll e.s, and fol'~ her
Last Will and Tes.ta:nent~ in our-presence, and iriihe. presence of each or_ use
and we, a.t the same time, at her· request-;-"'in her presenceg and ·in the
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presence of each other, hereunto subscribe o_ur name~ and. residen-ces e.s.
attesting witnesses.~~ this /'1 day of March,~~. 1946. , .
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COMMONWEALTH OF PENNSYLVANIA,
.COUNTY OF WASHINGTON,
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I, .... ~~-~~-~-~! ... ~~~-~ ......................................... , Register of .
Wills, in. •and for the aforesaid State and County, do hereby
· certify that the foregoing is a true and correct copy of the Last
Will and Testament,Jllldc~~obltsc
JU~i!!!'Hf, of ......... -.r.i~ .... .J.ug~_on ... §.tr.t~.n .................................. ,
deceased, late of .... J'~~-~¥.~8.~.~~ ........................................ , as the
same remains on file and is of record in the Register of Wills' office at Washington, Pennsylvania, in Will . 74 127 ' ':: Book.. No ..................... , Page .................... .
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IN TESTIMONY WHEREOF, I have hereunto set my hand
and affixed my official seal this .. ?..~~-~.! .. day of .... }~~a~~-~---····· .. ·•
A. n: 19 ...... ~~........... · · . --~~-:a:.~·
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Register of WDls.
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I JfS~f.!W CEJ.TIFY 't:HAtT.l'm(rpni>:Ot):'O IS .A
TIIIJ:I AND C'OBlHCT• COPY' :o.f it£0~r.l! ;.;:j' 3 WlLL
.·~ ff.~;~· ............. : .... -<7 --~-. .iiToitNEY ':roR ~t;COUNTA.N'I .. -..............
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IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
w.~K
ESTATE OF
MARIA JUDSON STREAN, DECEASED
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK
OF PITTSBURGH
SUCCESSOR TRUSTEE UNDER THE WILL
TRUST FOR
..... , '~":::,~Y1:LAA~Jd.
gtJ 1.1 the ;UTti?/!) IWOOU~l prP.~t!QfBO ro.ofte Go
fer rJantirmatmn. · --~ \1.
~---Y!ifl-A!:_~)J
BALANCE DUE P.P.(I$.i.6-,~(]@d' n " .. _,. ..
This acco~ ~am tran~ tted-. and
pre sen ted ~'b ~h~ Cour~of fC'ommon
Pleas, o:p}J.i,n~ ~~~~C~urt, l)i vi~~pn
and confu1neaflnJ:-sJ. a it.:"' ! ~ · -t ;.a,-. o P.~ No. s::; C;. · , on •-~"'
'"" ""'t ;.~ :X::.. ... (":: ...... '];~·· =:
....i::."!! -n
Clerk of~O~ns' C~t
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Filed I
John F. Wiley, Esq.
417 Washington Trust Building
Washington, Pennsylvania 15301
(225-1700)
G~· tf> ~~·
VORM 1740.A
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clYt~{II/1111J!..OIJ (J·oanl!J, 0S.
I do c;;t.-··:~.if:.t t_::?.t I l1ane giudn !egai notice ·t;:; a.!! ,r;e;·r;t?.~-,.~~~~,.-:~
anncerlH:!d r.:f: tr::..~ _-!;7:: .. ;(.! of the ti}it.!:ii'f f!.!Jaount in the n'f(:~;::ef pre-·,~
scribf:fi t;y 8t~,?.tuf.e and Rule Oj~ Court, as euiden.aed by pr<;of~~r::..~~
<hereol jik~d [·a t:Jo. (:, :3-c;. 9c-fa00 ·.
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.,. I d d 1)~ . ' ' th. d !JA•rf;r-.r..''t;· · ,.. ,.,. f" ~·"Jf r:--:.~ ; .,..._
,..f ()..;:.;'-~Jan, ... n a 0 ~.qG.J Svu. It>.. ........... -.......... -...... ay:.~ .. .,
. ··-·········c;·""············-1Y b .....
···"~9lt~----···--Ret1i8ter ot !1-/illt:
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVIS!ON
· No. 1~%7 t>l!r'r
ESTATE OF MARIA JUDSON' STREAN, DECEASED
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK OF PITTSBURGH
SUCCESSOR TRUSTEE UNDER THE WILL
TRUST FOR
DOROTEY DUNLAP SHAW
AND
HELEN D. TAYLOR
17111
April 14, 1969
SUMMARY
SCHEDULE A
PRINCIPAL PERSONALTY
Receipts Pages
Disbursements Page
To Income -?ersonalty
3 - 7
7
SCHEDULE B
2,115.50
130.93
BALANCE
INCOME -PERSONALTY
Receipts Pages 8 -11
From Principal -Personalty
Disbursements Pages 11 -12
33,628.91
130.93
BALANCE
NET BALANCE
The Balance Consists of the Following:-
Principal -Personalty
Stocks
American Telephone and Telegraph Company
102 share·s Capital
Columbia Gas System, Incorporated
400 shares Common
General Motors Corporation
28 shares Common
16,790 67
2,246 43
33,759 84
31,420 88
2,400 19
4,375 00
1,550 50
' 14,544 24
2,338 96
16,883 20
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ESTA'IE OF MARIA JUDSON STRE.I\N, DECEASED
Stocks (continued)
Kennecott Copper Corporation
300 shares Capital 2,_';81· 25
Lone Star Gas Company
100 shares Common 1,093 75
Penn Central Company
(formerly Pennsylvania Rail=oad Company)
82 shares Capital 1,224 87
Sun Oil Company
I (formerly Sunray Mid-Continent Oil Company)
195 shares Common 1,341 41 I I
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I West, Penn Power Company
I 9 shares 4 1/2% Preferred 938 90 I
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15,J05 87
Bond
United States Steel Corporation Debenture 4 5/8%
$1,000 dated 11/1/66 due ]../1/96 745 15 '.
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16,05). 02 I
Less amount due Accountant for Administrative
Expenses 1,509 78 I
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' ·. 14,544 24
Income -· :Personalty
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Cash on hand 2,338 96 .
16,883 20
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ESTATE OF MARIA JUDSON STREANl DECEASED
SCHEDULE A
PRINCIPAL -PERSONALTY I
RECEIPTS
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Helen Dunlap Taylor, Executrix of the Estate o;f
Maria Judson Strean, Deceased
Awarded by adjudication and Decree
dated October 6, 1950 in the Orphans'
Court of Washington County, Pennsylvania
Stocks
Columbia Gas System, Incorporated
400 shares Common 4,375 00
Pennsylvania Railroad Company I
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i 82 shares Common 1,:;224 87
I Kennecott Copper Corporation
I 100 snares Capital 2,381 25 I
Lone Star Gas Company
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50\ shares Common 1,093 75
United States Steel Corporation I
I 6 shares 7% Preferred 795 15.
American Telephone and Telegraph Company
17. shares Capital 2,400 19
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Mid-Continent Petroleum Company ·
62 shares Common 3,847 79
16,118 00
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I Purchase of Assets I ..
Stocks
General Motors Corporation Common
10/22/62. 28 shares 1,550•50
West Penn Power Company I
4 1/2% Preferred
5/16/62 9 shares 938.90
2,489.40
Cash disbursed to purchase the above
assets 2,489.40
0 00
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ESTA'JE OF MARIA JUDSON STREAN 2 DECEASED
Withdrawal -Bank Account
I l 9 6 8
' May 16 Proceeds withdrawn
Mellon National Bank an~ Trust Company
Checking· Account No. 128-3410 608.72
Carrying value 608.72
0 00
Gain on Sale of Stock Rights
American Telephone and Telegraph Company I
I Proceeds from sale of Rights
I 3/15/51 4.16
3/30/51 31.20
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7/15/52 35.70
1/27/53 41.82
I 9/27/55 63.58
I 10/2/56 97.65
! 3/24/58 6.34
3/24/58 47.55
4/21/61 57.56
3/1/64 11.54
3/1/64 49.96
447.06 \ Allocated value o.oo
447 06
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Columbia Gas System, Incorporated I
I Proceeds from sale of Rights
12/16/51 20.59
5/10/54 91.99
. 4/20/57 32.74
4/23/59 29.68
175~00 Allocated value o.oo
175 00
Lone Star Gas Company
Proceeds from sale of Rights
6/10/53 5.92
3/11/57 lO.i6
1/21/61 26.56 :
42.64 Allocated value o.oo
42 ~4
664 70
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ESTA 'IE OF MARIA JUDSON STREAN 2 DECEASED
Surrendered for Exchange
1 9 55·
May 16 Surrendered
62 ~hares ~lid-Continent Petroleum Company
Common Stock
Carrying value 3,847.79
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~eceived in lieu of above
Stocks of
Sunray Mid-Continent Oil Company
186 shares Common 1,341o41
62 shares #% I
Preferred 1,566.86
31 shares ~%
Preferred 939.52
3,847.79
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Jan. 1 Surrendered
6 share$ United States Steel Corporation
7% Preferred Stock
Carrying value 795.15
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Received in lieu of above
$1,000 United States Steel Corporation
4 5/8% Debenture
. due 1996 745.15
Cash 50.00
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795.15 I
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ESTATE OF MARIA JUDSON STREAN_.~_ DECEASED !
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; . Stock S;elits and Stock Dividends
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' American Telephone and Telegraph Company Capital I Received as a 3 for 1 S:.ock Split I. holder of record 4/24/59 of I as
I 17 shares 34 shares
Received as a 2 for 1 S:.~ck Split
as holder of record 5/28./64 of .
I 51 shares 51 shares I ·--
I '85 shares 0 00 I
I Kei:mecott Copper Corporat::':.on Capital
Received as a 3 for 1 S~~ck Split I as holder of record 6/1/66 of
100 shares 200 shares 0 00
I Lone Star Gas Company Common
I Received as a 2 for 1 S:.·::>ck Split I as holder of record 2/20./61 of
50 shares 50 shares 0 00 '
. Sunray Mid-Continent Oil Company
Received as a Stock Diviiend
11/9/56 5% on 186 shares held 9.30 shares 0 00
! 0 0\) I
Sale of Assets Without Gain or Loss
1 9 6 2 May.l6 Net proceeds sale -31 shares ..
' Sunray Mid-Continent Oil Company
5 1/2% Preferred Sto-ck 939.52 I
Carrying value 939o52
0 00
Oct. 22 Net proceeds sale -62 shares I
Sunray Mid-Continent Oil Company
4 1/2% Preferred Stock 1,566.86
~arrying value 1,566.86
0 00
0 00
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ESTATE OF MARIA JUDSON STREAN, DECEASED
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Gain on Sale of Asset
1-9 56
Nov. 9 Proceeds sale -0.30 share
Sunray Mid-Continent Oil Company
Common Stock 7.97
Carrying value 0,00
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7 97 I
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16,790 67 I
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D I S B U R S E M E N T S
Administrative E~enses
1 9 6 8
May'20 Commonwealth of Pennsylvania, Department of
Health, Vital Statistics
I Cost of nine (9) Death Certificates 9 00
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I June 11 Baltimore City Health Department, Bureau of
Vital Records
Cost of seven (7) Death Certificates 7 00
Oct. 2 Register of Wills of Washington .County, ·,
Pennsylvania
Cost of copies of Inventory Account and
Petition Sur Audit 9 00
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Nov. 13 -, John F. Wiley, Esquire
Professional. services rendered 90 50
1 9 6 9
Apr. 14 John F.· Wiley, Esquire
Attorney's fee 1,000 00
The Union National Bank of Pittsburgh
Accountant's compensation 1,000 00
I 2,115 50
To Income -Personalty Account
Amount transferred for Administrative
Expenses 130 93
2,246 43
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171111-A
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. ESTA 1E OF MARIA JUDSON STREAN, DECEASED
SCHEDULE B
INCOME. -PERSONALTY
RECEIPTS
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Income received subsequent to Decree 705 24
Income received and accrued ~o March 7, 1968
(da~e of death of Helen D. Taylor~ Income Beneficiar ~)
Dividends -Stocks
American Telephone and T~~egraph Company
Capital
17 shares 1/15/51 = 4/23/59 1,300.50
51 shares 7/1/59 -t/1/64 943.54
102 shares 7/1/64 -4/1/68 826.20
3,070 24
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Columbia Gas System, Incorporated
Common
400 shares 2/15/51 -2/15/68 7,396 ·OO
General Motors Corporation
Common
28 shares 3/9/63 -3/9/68 I 641 20
Kennecott Copper Corporation
Capital
100 shares 3/30/51 -6/30/66 9,025.0C
300 shares 9/30/66 -3/25/68 1,050.0(
10,075 00
Lone Star Gas Company
Common
50 shares 5/12/51 -12/15/60 792. 5C
100 shares 3/15/61 -3/11/68 764.0C
1,556 50
Mid-Continent Petroleum Company
Common
62 shares 3/15/51 -6/15/55 1,100 50
Penn Central Company (fo:-merly Pennsylvania
Railroad Company) Capital
82 shares 4/23/51 -12/21/67 1,496 50
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171 .. A
ESTA'IE OF MARIA JUDSON STREAN DECEASED I
Dividends -Stocks (continued)
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Sun Oil Company (formerly Sunray DX Oil
Company and Sunray Mid-Co~tinent Oil Company)
Common I
186 shares 10/28/55 -9/28/56 279.00 I 195 shares 12/1/56 -3/15/68 3,061. 51
I 3,340 51
Received in lieu of : L~quidation of I Great Lakes Pipe Line Company 0.025 per share 4 39 I I
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I Sunray DX Oil Company (formerly
Sunray Mid-Continent Oil Jompany) I 4 1/2% Preferred I
' 62 shares 10/25/55 -6/!./62 491 22 I I
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I I Sunray DX Oil Company (formerly I
I I Sunray Mid-Continent Oil Jompany) I
5 1/2% Preferred .
31 shares 10/25/5~ -5/8/62 347 46
United States Steel Corporation
7% Preferred
6 shares 2/20/51 -1/1/66 640 50
West Penn Power Company
4 1/2% Preferred
;
9 shares 7/15/62 -1/15/67 232 99
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30,393 01 I
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Interest -Bond
United States Steel Corpob:'ation
4 5/8% Debenture
$1,000 1/1/66 -3/7/63 100 98
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31,199 23
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1718-A
ESTATE OF MARIA JUDSON STREAN, DECEASED
I Income received subsequent to March 7, 1968
Dividends -Stocks
American Telephone and Telegraph Company
Capital
102 shares
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7/1/68 -4/1./69 244 80
I Columbia Gas System, Incorporated I Common
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400 shares 5/15/68 -2/15/69 616 00
I General Motors Corporation
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Common
28 shares 6/10/68 -3/10/69 96 60
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Kennecott Copper Corporati-::m
Capital
I 300 shares 6/24/68 -3/24/69 630 00
Lone Star Gas Company
Common
100 shares 6/10/68 -3/10/69 112 00
Penn Central Company (forrr~rly Pennsylvania
Railroad Company
Capital \
82 shares 3/29/68 ~ 3/27/69 246 00
Sun Oil Company (formerly Sun DX Oil Company
. and formerly Sunray Mid-Ccntinent Oil Company
Common.
195 shares 6/17/68 -3/25/69 355 99
West Penn Power Company
· 4 1/2% Preferred ·
9 shares 4/15/68 = 1/15/69 40 52
2,341 91
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ESTATE OF MARIA JUDSON STREAN, DECEASED
Interest -Bond
United States Steel Corpo::::-ation
4 5/8% Debenture
I $1,000 3/8/68 -1/1/69 87 77 I
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33,628 91
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I From Principal -Personalty Account I
I Amount transferred for Administrative
I Expenses 130 93
33,759 84
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DISl3URSEMENTS . I
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I
Disbursements made to March 7, 1968
(date of death of Helen D. Taylor, Income
Beneficiary)
Administrative Expenses
Internal Revenue Service
Income Tax I
1951 and 1952 275 68
I
I
Sproat and Clark I
Fee for preparation of 1951
Income Tax Return 20 00
Mellon National Bank
Service charges
11/1/51 .35
I
3/13/52' .15
8/1/52 .60
11/1/52 .80
2/2/53 .25
11/1/61 .99 I
I
I
3 14
Personal Property Tax
1951 -19661 inclusive 1,347 04
-ll-
--
.
' 1118-A
-. ' . .
'
ESTATE OF MARIA JUDSON STREAN, DECEASED
I
Administrative Expenses (continued) I
The Union National Bank of Pittsburgh
Payments for use of Safe Deposit Box
10/4/56 6.00
9/12/59 5.50
11 50 •. I
1 9 5 5
Aug. 8 The Corporation Trust Company
Transfer tax 6 98
Oct. 22 J. F. Wiley, Esq.
Fee for changing stock 75 .31
1,7.39 65
Distribution
Dorothy D. Shaw
Payments under Will of ~~aria Judson Strean
Quarterly payments
2/1/51 -8/1/6.3 6,940 00
Helen D. Taylor
Payments under Will of Karia Judson Strean
Quarterly payments
2/1/51 -8/10/67 22,741 2.3 I
I
29,681 2.3 I I
I
.31,420 88
I
I
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I
I
-12-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
EMERSON STILLEY, Vice President of THE UNION NATIONAL BANK OF PITTSBURGH,
the above named accountant, being duly sworn according to law deposes and says
that the disbursements shown in the account have been made to the parties entitled
thereto and that the account as stated is true and correct as he verily believes.
~-~~ ~A~~ 6 Sworn and subscribed before me this ___ :;,__Y.:;.._./ ___ day of __ ..;__rv_t,~-~---' 19 9.
Notary Public
CLAIR A. NEWTON, NOTARY PUBLIC
PITISBURGH, ALLEGHENY COUNTY
MY COMMISSION EXPIRES FEB. 21. 1972
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court in accordance
with the Petition for Distribution to be offered in evidence at the audit of this
account.
THE UNION NATIONAL BANK OF PITTSBURGH
By ~ ~~~JI-' ---~~~--/------------~----~~----Vice President j7
3Jn tqr ®rpqans 1 <trnurt nf llasqingtnn <ttnun~u
In the matter of the Audit of Aecount in
Estate of J1ARlA ... J.JJ.P..S..QN ..... S..lR.~AR ................ . NO ...... l.f.~.7. .... QJL ............................. , .................. , 19 .. ~.~--. A.A.
DECEASED
TO THE AUDITING JUDGE:
Enter ......... m.y. .......................................... appearance for ............ : . .ac.c:.o.u.n. ta.nt .... in. ... t,b.e ... .a.b.o.v:e .... en.t.-i-t-1-e-cl ..... .
.................... c.a.s.e .................................. ~---··················-'-································································-·····································································
············-·······-------------···-············-·············----···············-----····-----------······································-····················-··----------·-·····-·----------·-····-·········-·············----
.. -. -......... -...... -.. -...... --................ -.............. -.. --... -...... --...... -. ~ .. --.. -....... --.--.-.. -................................................... -. . . . . . .. -....... -........ -............. -...... -..... -.-.. -.. .
0: ~QRh ·······~·····~·s;y{,="o······································
8th September 69 ................................ day of .............................................................. , 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. Dounsel suggesting proper distritution shall file
a separate concie,e statement in that r·egard. ·
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Form for Guardian or Trustee
t,
Jrtitinn §ur 1\u~it
lin Wqr ®rpq~na· <nnurt nf llasqtngtnn Qinunty
Estate of .... J1A:l3-.lA. ... J.Y..P..§.Q.R ... ~.?;' .. J3-.~AN .............................. . Filed at No ......... !.~.~ .. ?. ............... of 196 .. ~.' A • A •
···········-···············~-~-~-~-~~-~.?. ...... :................................................................ Fiduciary ..... ~ .. Y..g.£.~§..~ . .QJ~· .... ~.~.Y.~.':I;.!;.~ ....................................... .
For .. ~.~-~ ... .P..~.!.9..~ ..... N.~I~ .. Q.!:t~.~ ..... ~.~.N~ .... Q .. ~ ... X.~.'E:E.~.~uRq~,, ................................. 0 ..... ifi ......... T ... C ....... -:e ...... r ... :: .............................. .
SUCCESSOR TRUSTEE UNDER .THE WILL Place o~ record rp ~'11S our 0 p . ........... -.................................................................................................................. of appointment. .... lf.a.shingt.9n ... C.9.unt,y,, ....... ~tul.SY,'lY.an~a
minor-incompetent-life tenant
TRUST FOR DOROTHY DUNLAP SHAW ' . AND HE-LEN TAYLOR
Date_ of tt;Ist . March 7' 1968 or guardianship .......... : .................................................................................... .
If there have been former accounts
filed in this estate, list:
Reason for fili~g this account... ... 1~~-~~~ ... ?E .. ~.~-~-~~ ... ?.~ .... ~~!.~.?.: .... ?.~ ... ~.~-~~ ... )?~ .... ~~-~ .... ~?..?.:.?..~~!~.~-~-~.P. .... ~~~~ ... ~. ·-naving predeceased Helen D. Taylor . '
All persons having any interest, vested or contingent (including claimants) , in the fund now before the Court,
with the nature of their interests are: .
E •. : Gilmore Shepherd, Jr., son of nephew E. Gilmore Shepherd,
is entitled to the balance in this Trast.
All of said parties have received notice as required by the Court Rules except as follows:
None
' )
The fund now before the Court is subject to the following taxes:
None
' '
-;, • ' 0
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None
r f)..,_ 'l/7 -s-s-t.-))
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Balance for distribution per account, Principal $ .. J4.t .. ?.4.4~.?.4 ............................ .
Additional debits not shown in account:
( Indicat~ whether income o~ pr~n.c]pal)
See Schedule "B" .
. Principai -· Persona.I ty
Income -Per~onalty
, . ~! ... .. . .
Additional credits not shown in account:
(Indicate whether income or principal)
See Schedule 11B11
Principal -Personalty
Income -Personalty
Balance for distribution ·
Income
$1,533.78
822.27
Total additional debits
$ 27.00
2,089.47
Total additional credits
:;;:
Principal $ .. )§.t.9.2.1 .. !.Qg······ ........................
Income $ .... J.J.9.7.J/Z.§ ............................. .
Total $ .... ~ .. 7..1 .. ~ .. ?.?.~.7..~ .............. ; .............. .
$ ....... ~.,33.$..11.9.9 ............................. .
$ ....... ?..,.}26.05 .. ....................................... .
$ ....... ~~-~-~-~~ 4 7 ....................................
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: .
Principal -Personalty
Stocks
1.02 shares American Telephone and Telegraph Co. Capital
400 shares Columbia Gas System, Incorporated Common
:28 shares General Motors Corporation Connnon
300 shares Kennecott Copper Corporation Capital
·100 shares Lone Star Gas Company Common·
82 shares Penn Central Company Capital
(formerly Pennsylvania Railroad Company)
195 shares Sun Oil Company Connnon ·
(formerly Sunr~ Mid-Continent Oil Company)
9 shares West Penn Power Company 4 1/Z'/o "Preferred
$ 2,400.19
4,375.00
1,550.50
2,381.25
1,093.75
1,224.87
1,341.41
938.90
$15,305.87
Bond ~,000 par United States.Steel Corporation Debenture 4 5/8%
dated 11/1/66 due 1/1/96
An:.Election To Take In Kind is attached hereto and marked Schedule "C".
745.15
$16 ,051=.:02
--------
,;1,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
ORPHANS' COURT DIVISION
NO~ 1287 OF 1968 .
ESTA'IE OF· MARIA JUDSON STREAN, DECEASED
ADDITIOKAL RECEIPTS AND DISBURSEME-NTS
. TOTHE
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK OF PITTSBURGH
. SUCCESSOR TRUSTEE UNDER THE ·wrLL
TRUST FOR
·DOROTHY DUNLAP SH.(lW
AND
HELEN D. TAYLOR
SUMMARY
SCHEDlDLE A
PRINC!PAL -PERSONALTY
Receipts . Page · 3 16,790.67
1,533.78 From Income -Personalty·
Disbursements Page 3
-BALANCE .
SCHEDJLE B
INCOME -PERSONALTY ·
Receipts Page 4
Disbursements Page 5
To Principal -Personalty
31,976.57
1,533.78
BALANCE
NET BALANCE
The Balance Consists of the Following:-
Principal -Personalty
Stocks
American Telephone and Telegraph Company
102 shares Capital
Columbia Gas System, Incorporated
400 shares Common
General Motors Corporation
.28 shares Common
Schedule ''B"
• I
t7UI
PENNSYLVANIA
September 2, 1969
18,324 4{:.
2,273 4~
34,582 11
33,510 35
2,400 19
4,375 oc
1,550 5C
16,051 02 '
1,071 76
17,122 78
,.,, ..
ESTATE OF MARIA JUDSON STREAN, DECEASED
Stocks (continued) ·
Kennecott Copper Corporation
i 300 shares Capital 2,381 25
· Lone Star Gas Company·
100 shares Common 1,093 75
Penn Central Company .
(formerly Pennsylvania Railroad Company)
82 shares Capital 1,224 87
i Sun Oil Company '
' 195 shares $2.25 Preferred 1,341 41
I West Penn Power Company
' 9 shares 4 1/2% Preferred 938 90 I
15,305 87
Bond
United States Steel Corporation Debenture 4 5/8%
$1,000 dated 11/1/66 d~e 1/1/96 745 15
"' 16,051 02
. Income -Personalty
Cash on hand 1,071 76
17,122 78
. '
- 2 -
1 9 6 9
MaY 23
...
ESTATE OF MARIA JUDSON STREAN. DECEASED
SCHEDULE A
PRINCIPAL -PE'RSONALTY
R E C E I P .T S
Receipts in accordance with the First and Final
Account filed
Surrendered for Exchange
Surrendered 10/25/68
· 195 shares Sunray DX Oil Company
Common Stock
·Carrying value
Received. in lieu of above
195 share.s Sun Oil Company
$2.25 Preferred Stock
From Income -Personalty Account
Amount transferred for Administrative Expenses
DISBURSEMENTS
Disbursements in accordano::~.e with the First and
Finai Account filed
Administrative Expense
John F. Wiley, Esq.
Reimbursement for coat of filing
First and Final Account
-3 -
,.,,., 4
16,790 6?
0 oc
16,790 6~
1, 533 7f
2,246 4~
27 oc
2,273 4.-
,., .. , ..
I
ESTA'IE OF l\i!lUA JUDSON STHEAN. DECEASED
SCHE:i)ULE B
! INOOME -PERSONALTY i
' I. • REC~tPTS
I.
Receipts in accordance with the First and Final ..
Account filed 33,759 84
Dividends -Stocks
American Telephone and Telegraph Company
Capital
102 shares 7/1/69 61 20
Columbia Gas System, Incorporated
Common
400 shares 5/15/69 ... 8/15/69 320 00
General Motors Corporat:i.on ·.
Common
28 shares 6/10/69 30 8C
Kennecott Copper Corporation
. Capital.
6/23/69 • 300 shares 180 00
Lone Star Gas Company
Common
·100 shares 6/9/69 28 oc
Penn Central Company
Capital
82 shares 6/20/69 49 2(
Sun Oil Company
$2.25 Preferred
195-shares 6/23/69 109 6S
West Penn Power Company·
4 1/2% Preferred
9 shares 4/15/69 -· 7/15/69 20 2!
799 14 .
Interest· -Bond
United States Ste.el Corporation 4 5/8%
$1,000 1/1/69 -7/1/69 23 13
!
34,582 11 I
I I
-4-
--------
1 .... --,. ...
17111 A
ESTA'IE OF MARIA. JUDSON STBEAN · DECEAsED ..
I
DISBURSEMENTS . ...
Disbursements in accordance with the First and
· Final Account filed 31~420 . 8~
Admirtis.trative Expenses
1 9 6 9
Apr. 15 Internal Revenue Service .
: Payment of 1968 Fiduci!iry Income Tax 214 40
Jul. 24 1969 Personal Property Tax
County 112 58
School 112 58
City 116 13
' 555 6cj
31,976 5'
To Principal -Personalty Account
Amount transferred for Atministrative
Expenses 1,533 ?t
' 33,510 y
L
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- 5 -
-----
Set forth accountants suggestion as to manner and form of distribution to be made, awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
The entire balance for distribution as indicated in Schedule "B" is to be
distributed to E. Gilmore Shepherd, Jr. in accordance with Paragraph Third,
subparagraph 3 of the Will.
' .,
)
ALLEGHENY
/ /
( .
COUNTY OF~
COMMONWEALTH OF. PENNSYLVANIA, ~ ss
The above named Fiduciary or representative thereof, .
being duly ...... §.W.9.r.U. ............... doth depose and say that the
And your petitioner wilJ ever pray, etc.
facts set forth in the foregoing petition are true to the
best of ........ h.~.§ ................... knowledge and belief.
...... ~.~~.~~ ............... to and subscrib~ . before me
This ........ £.::~········~~······· .. : ................................ 196 ... ?
Signature of Ofli~~-~~····
Title of Officer ........... N9.:t~ ... ~:tJP.JJ.g ....................................... .
~~ ... ~!z~!9.~!.f ... ~ ... 9."!. .. ~:P.-f.IT§~~Q:~ ............... .
BY·?~~-·~ ............................... -... ~=-~····································································
Vice Preside:::1t
LELAND T. DAY, I~OTARY PUBliC
Office expires ................. ¥i·HSI!li~·:··A~·•-Er,l!r-»HOU~T¥······················· .. ····•
MY COMi~1.iSiJ,J 'Xroik.i r,SRiiAil'l 1, Ull
l;
Jrtitinu §ur i\uilit
IN THE
ORPI-IANS' ·COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
1287 8 No ............................... of 196 .......... ..
ESTATE OF Maria Judson Strean -.. . .............................................................................. ). ................. .
......................................... P.~.Q.~~.!?..~4. ........................................................... .
FOR .... D.Q.:r.9.t.b.Y .... ~~P. .. J?.J:l:§.¥ ... ~.~.~ .............................. ..
. ~ .............. R~.~.~.~ .. )?.~! ...... :!.~y~g~ ............................................................ ..
mmor-mcompetent-hfe tenant
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust in.strument-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.
John F. Wiley, Esq.
417 Washington Trust Building
Washington, Penn§~J.:tv!ama accountant. 1 5 301
225-1700 ~2
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9' z·1 ~d 9 finN sg,
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' IN THE COURT OF COMMON PGEAS OF WASHINGTON COUNTY, PENNA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
MARIA JUDSON STREA N,
)
)
)
)
)
)
No. 1287 of 1968
! :Trust for Dorothy Dunlap Shaw )
) .I -..,
~ and Helen D. Taylor . ) .. L
i!: :>
=' i!:
HEARING ON AUDIT
:z: BEFORE: ;I) THE HONORABLE P. VINCENT MARINO,
President Judge of the said Court. o(
~
-:J x ;; APPEARANCES:
5
JOHN F. WILEY, ESQ., of Washington, Penna.,
representing the Accountant. .J o(
u o :J ..,
:t TIME: ... ,..
IN
ui a: Ill ...
Thursday, September 11, 1969, at 10:00 o'clock
A. M., EDST.
~ THE COURT: Number 1287 of 1968, the estate of Maria Judson
D. Ill a: ... a: :J 0 u _.
-< ij
ii: ... 0
Strean, Trust for Dorothy Dunlap Shaw and Helen D. Taylor. The
Successor Trustee is The Union National Bank of Pittsburgh and the
attorney is John F. Wiley. Mr. Wiley was unable to be present tocay
and has filed all proper papers in this estate. He reports that there
are no problems for adjudication by the Court, nor any outstanding
claims against this trust estate. Is there anyone else in Court
interested in this trust estate?
( NO RESPONSE )
I
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•
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-)
•
THE COURT: The audit of this account will be ordered closed
< z.
o( > .I > Ill
by the Court,
(AUDIT CLOSED
z ~ 1 hereby certify that the proceedings and evidence are contain d
A.
z ~ fully and accurately in the notes taken by me on the hea~illl of the above
z
:t ~ cause, and that this copy is a cerrect transcript of the same.
~
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The foregoing record of the 'proceedines upon the hearilli of ·th
~ above cause is hereby approved and d1:recfed tQ be ·filed._--.:..
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In . t4t <trnm1 nf <trnmntnn Jitns nf llas4ingtnn O!nunty.
Jennsylnnnia. ®rp4ans · O!nurt Jllittisinn
ESTATE OF No. __ l.u2:..l8"'-17J..--....1.o.u.f--.Ll,:;~9~6J..I,8 _____ _
Maria Judson Strean, In the matter of the~:--__ F_i_n_a.,;..l ____ _
Trust for Dorothy Shaw and Account of The Union National Bank
Helen D. Taylor of Pittsburgh, Successor Trns·tee
ADJUDICATION AJ'ID DECREE
And now Nov.ember 19_69_, this matter came on for hearing,
audit and distribution at this session and testimony t ken;' and thereupon, upon due consideration
thereof the bolonc~ for distribution in :the hands of the Ac.countont. is deter~i~ed to be
$ 17,122.7t1 and the account is occordmgly conf1rmed; and 1t 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 port hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg. ·
SCHEDULE OF DISTRIBUTION
Balance per account'-----------------$ le,88J•
2J26.02 $ 19,239. 2116.Y]
Additional debit asked at audit
Additional credit asked at audit
Balance ____________________ _ $ 17,122.
32.00
20
25
78
Deduct Clerk's Costs & Receiph:ei--------------
Attorney ___ ---l:Juo.u.hn,........:!:F-..~.t.-.J.Wz.oi~o.o~lueil...ly""'--_________ _
E •. Gilmore Shepherd, Jr., remainder. in accorda~e
w1.th P,aragraph Third1 subparagraph 3 of the wi 1,
balan<?e, including the following assets. held i
kih~-and distributed as such at the value as
shown1 per election filed:
$ 17,090.78
~~ JJ--j'-?/
e~~37v.()O
~Jih~
Income cash
American Telephone and Telegraph
Company 102 shares Capital
Columbia Gas System, Incorporated
400 shares Common
General Motors Corporation
48C shares Common ·
Kennecott Copper Corporation
300 shares Capital
Lone Star Gas Company
100 shares Common
Penn Central Company
(formerly Pennsylvania_ Railroad
Company)
82 shares Capital
Sun Oil Company
(formerly Sunray Mid-Continent
Oil Company)
195 shares Connnon
~~-
$1.039.76
l
2,400.19
4,375.00
1,550.50
2,381.25
1,093.75
•
1.224.87
1, 341.41
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West Penn Power Company
9 shares 4 1/2% Preferred 938.90
I United States Steel Corporation
Debenture 4 5/8% $1,000 dated
11-1-66 due 1-1-96 145.12 7090.78
No balance
'
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lt 8/29/69
IN THE COURT OF CO:Mt-DN PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
. ORPHANS 1 COURT DIVISION
IN RE
ESTATE OF
NO. 1287 OF 1968
MARIA JUDSON STREAN,
DECEASED
ELECTION TO TAKE IN KIND
GILMORE SHEPHERD, JR. , do here by elect and agree to· take 1 In
American Telephone and Telegraph Company
102 shares Capital $2,400.19
Columbia Gaa System, Incorporated
400 share 3 Common
General Mot~rs Corporation
28 shares Cammon
Kennecott C~pper Corporation
300 shares Capital
Lone Star Gas Company
100 shareos Common
Penn Central Company
4,375.00
1,550.50
2,381.25
1,093.75
(formerly Pennsylvania Railroad Company)
82 shares Capital 1,224.87
Sun Oil Coiq>any
(formerly Sunray Mid-Continent Oil Company)
195 shares Common 1, 341.41
West Penn Fower Company
9 shares 4 1/2% Preferred 938.90
~
.. ~·--· United States Steel Corporation Debenture 4 5/8%
$1,000 dated 11/1/66 due 1/1/96
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
rrr:;~-. _A, ~ -:r: / 3 day of ~ , 1969.
7_~ ~ ),_ (SEAL)
E. Gilmore Shep~f
WITNESS:
§F~< Schedule "C"
\
tel· -
t '
rs 11/11/69
Form OC 91
IN . THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISIO~
3Jn t~t itattrr nf t~t £stair nf
Maria Judson Strean,
DECEASED
Trust for Dorothy Shaw artd
Helen D. Taylor
1287 68 No. _____ of 19 __
lennm 1\11 ittn fBy W~tst ·Jrtstnts; that I, E • GILMORE SHEPHERD, JR.
do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH
--=-S-=-UC=C=E=S=SO=R:.:.....-=T=RU=S~TE=E_UN=D=E=R-'THE==-!-W=I=L=L _______ the sum of
(EXEOUTOR-ADMINISTRATOR-TBUSTEE-GUARDIAN)
Cash -One Thousand Thirty-Nine Dollars ($ 1,039.76
and • 76/100 ) Dollars
and various securities havjng a value of $16,051.02 having a total value
of $17,090.78
in full of the amount a warded :ne under the decree of the Orphans· Court of~
· · Washington
County, Pennsylvania, entered ::..t the above number.
·., I•
And I do further authorize and direct the Clerk p_f.the Orplpns: Court to en-
ter a receipt on the Audit Doclket in my name, place and stead .
. ,-, -z1,_ '\A . -.. ~ Bitnrss my hand and seal this / 1 day of Y ~-' 19 c; '7 .
Witness· ~-:' ... --..!..~1frf!J.=(~EAL)
. E. (iilm()re::-&.hepherd, Jr. ·
Fee for Filing this Receipt -$2.00
NOV 1 9 1969
0',
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NO. 1287 of 19_6_8_
AUDIT VOL. ___ _ PAGE. __
· i&eceipt
ESTATE OF
Maria Judson Strean,
DECEASED
Trust for Dor.othy Shaw and
Helen D. Taylon~
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C) Filed -
Fee
L Attorney 7
Address
JB. 10/3/68
IN THE ORPHJ.NS 1 COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE:
ESTATE OF MARIA JllDSON STREAN,
Dece.ased.
ACCEPTANCE OF TRUST
THE UNION NATIONAL BANK OF PITTSBURGH, Trustee named in the Will
of Maria Judson Strean,'Deceased, dated March 16, 1946 probated and of
recor~ in the Office of the Register of Will~ in and for Washington County,
Pennsylvania in Will Book.Volume 74, Page 127, hereby accepts the duties
of said appointment.
DATED oc:f·· §;. ~1: 1968.
. ·' "i
THE UNION NATIONAL BANK OF PITTSBURGH
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