The URL can be used to link to this page

Home My WebLink AboutOC1968-1300 - ESTATE OF URBAHNS,. 0 ·-... ...-_........,. ... .,,. tt .• p ••• f p ... . . :_· __ ,~ ...... -_, .:.:..~ ...., __ .__ .......... -"'--""&-~,*'-'-b...·--·~~~_,.. . .:-.::...._-~~~~--.:,.JJ LAST WILL · AND TESTAHENT I, JOSEPHINE D. URBAHNS, of Washington County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. FIRST: I direct my Executor to pay my lawful debts and the expenses of my last illness and funeral. SECOND: I bequeath certain items of my purely personal effects in accordance with a memorandum to my Executor which will be filed \oJi th my Will. The balance of my purely ·pers.onal effects shall be .o distributed among my then living sisters in equal shares or as they shall otherwise mutually agree .. THIRD: All the rest, residue and remainder of my estate remain- ing after the payment of taxes as hereinafter provided, I bequeath and devise to WESTERN PENNSYLVA.t~IA NATIONAL E/\NK, Pittsburg~, Pennsylvania,· as Trustee under the following trusts. A. During the lifetime of my mother, ADA JALIIJE HALL, my Trustee shai 1 pay all of the net income from the· Trust to my mother or for her benefit in quarter-annual or other installments convenient to her. In addition, my Trustee shall be authorized to distribute to or ·for the benefit of my mother, so much of the principal of the Trust as my Trustee; in its sole discretion, shall deem advisable for her health, maintenance and support, and. for the reasonable e:>:penses of her funeral and burial. I direct my Trustee t~ be liberal in its discretion to ~istribute principal to or for the benefit of my mother. B. Upon·the death of my mother during the period of this trust for her benefit, or upon my death if my mother fails to survive me, the then remaining pr1nc~pal of the Trust, together with any undistributed income shall be distributed to my sisters in equal shares. In the event any sister of mine is not then. li •ting, her share shall be distributed to her :!' ., -~ i ~ I ~I i l .. · .. <. ~ -----.... ' ... ~ . then living issue, per stirpes,. subject to the minority provisions of Paragr_aph SIXTH, or_ in default of issue then surviving such deceased sis.ter, .thtr_:arne _ shall be added to the shares distributabl~ to my other sisters or their 'r ·• issue,. as the case may be, to be distributed as though an original part thereof.· C. While in the hands of my Trustee, neither the prin- cipal nor the incoine of any trust hereunder shall be liable for the debts of any benefiCiary nor shall the same be subject to seizure or attachment by any creditor of any beneficiary under any writ or proceeding at law or -in equity, and no beneficiary shall have any p01"er to sell, assign, en.:. · clD!lber or in any manner to anticipate or dispose of his or her interest in such trust or in the income produced thereby. D. My Trustee shall be entitled to receive annual compen- sation for its services hereunder :.n accordance with its schedule of compensation currently in effect when the services are performed. FOURTII: My fiduciaries, whether in the nature of Executor, Trustee or Guardian of property passing to a minor, shall have the following powers _in addition to those vested in them by law, exerci?able without court approval: A. To. retain an~ or all of the assets of my estate or any trust created hereunder, without any duty of diversification, specifically including any stock in or obligations of WESTER.t'J PENNSYLVANIA NATIONAL BANK I may own at my death. B. To invest and reinvest in .stocks, bonds, mortgages, securities or other property, real or personal, specifically including any common trust fund, without being limited by any statute relating to invest- ments by fiduciaries. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for such sales, excha_nges l)r leases, for such prices and upon such terms or conditions as my fiduciaries deem advisable. -2- I I 't t I i l • ! I I I -~::(:. ·.;-: • ':...!..'· ,J. .. ........ II -·· \:' .; • •-I'-to. ; ·: .• ~ •'"7 -~-·-~-.................... ~··-~ ~--·--·· ..... D. To distribute my estate or any trust property to the beneficiary entitled thereto in ca'!:h or in kind, or partly in each, such allocation of assets to be in the .~-ole discretion of my fiduciaries. E. To register investments in the name of my Trustee or in the name of a nominee, provided that the records of said Trustee :i-ndicate · clearly the trust to which such investments belong. F. To borrow money for purposes of my-estate or any trust hereunder either from the banking &epartment of my Corporate Trustee or from others, or from any separate trust hereunder, and to mortgage or pledge any part of my estate or any trust prcperty as collateral therefor. G. To vote by person or proxy any investments owned by my estate or any trust, and to exercise or sell any rights of subscription or other rights in respect thereof; end to participate in any liquidation, reorganization or merger of any co::-poration whose investments are so held. H. To comprom~se any claim or controversy affecting my estate· or any trust hereunder. FIFTH: I direct thaT. all Federal, State and other death taxes payable because of my de at~,_ with respect to the property forming my gross -estate for tax purposes, whether or not passing under this \~ill, including any interest or penalty imposed in connection with such tax, be paid out of the assets of my residuary estate without requiring any apportionment, reimburse- ment or contribution by any benefi:iary under this Will or any Codicil thereto. In· the absolute discr~tion of my E:ocecutor, death taxes may be paid immediately, Qr the payment of taxes on future -Jr remainder interests may be postponed unti 1 the time possession .thereof accrue.:; to the beneficiary, in which event such taxes shall be paid out of the pri:.:tcipa1 of the trust subject thereto. ~ SIXTH: I appoint WE3TERN PENNSYLVA.t..JIA NATIO)lAL BANK, Guardian of any property, other than tangible personal property,· \vhich passes to a . minor, either under this Will or otherwise and with respect to which I am j ••• 1 ., j ·j j] 1: I. I :· .. , I --·"-~ -------~·· .......... ----........ _'Ill'"_~ ... -...,....,--- ·-~ authorized to appoint a !_~uardian ;•nJ have not otherwise specifically done so. Until the · · · d' may in 1ts discretion, mlnor reaches n:,}nri ·.y • ttle l.iuar lan , accumulate the whole 1 1· ncome from such minor's property, or all)' part of t 1C or may distribute or •1 any part of the_ income. and prin-app )' lllC h'IIO 1:! or cipal from such minor' 5. for the s_upport, welfare and education prl>pc rt)' tc} or of_ such minor either by • · .r1· re· ct 1)' to the minor or to his· or mar, llli; p:1yncnt u her parent, guardian or oth<.~r lq:al. representative, without liability on the part of WESTERN PE:\1\SYl.\',\\lA ~:~.TIO:;:\L Bi\:'lK to see to the application of such payments. SEVENTH: 1 appoint \'ESTERN PENNSYLVANIA NATIONAL 'BA.l"JK, Pittsburgh,· Pennsylvania, as Executor of this,. my \'i'ill. IN WITNESS i\1\EREOF, I have :1creunto set my hand and seal this ~ ~ ...., d f . ./YYJ r.:.:.(.J / ~/ ay o ----'/---' /_ 1__,..-t=-v:......----' 19 C!.-"~ .::> • zr t) t~·/) .. .1_/":;-({;_~-v, _j) •.J' • {}._(l e c(~ (SEAL) . ' . .-J Jos·ephin.e D. Urbahns . :./ \ ' ' ' .. -.... . · SIGNED, SEALED, PUBLISHED and DECLARED by the above named Te~tatr~x, JOSEPHINE D. URBAHi'lS, as and for iler Last Will and Testament, in the presence .. ' of us, \vho at her request, in her presence and in the presence of each other have hereunto subscribed our names as \vitnesses . . .. -4- ,. J! J. i ,I d I 0 .. ~. •• ·i,,, 1"\ Cl)• a 0~ ~:!· <!_,· --Lu lE Q:~· ·q: ~~. -J re -'cc --.... ; du.J (/).._ u._. Bl (/)~ ==>o O:LLJ;· Q: . . ; .;.;.., . "-· 0) -· ... _. .; .. . ~- ··.- r-1EMORAND.UM I direct that my· ExecuttJr shall have my personal property appraised for the purposes of Inheritance Tax <.Law and the Estate. Tax Law and thereafter shall distribute the follm'ling listed articles to the persons hereinafter named, or if ~uch person or persons be deceased the same shall be distributed to their then living children as· nearly equally as possible. 1. ·~IRS. ERMA SHOCK, Wapakoneta, Ohio Singer sewing machine. All bed lir.ens, including bed linens, including blankets and bed covers, and bathroom tm-1els and kitchen towels. All cooking utensils and tools. Vacuum cleaners. 2. ~IRS. JEAN lVALTER? Tiffin, Ohio Sterling silver flatware, Virginia Carvel pattern. Silver serving dishes and trays (except coffee service tray), and all table linens, for herself, or to be distributed at her discretion. ~lahogany l3ombe Chest, Winthrop desk and Windsor Chair. 3. MR. THOMAS R. GREGG,.Berea, Ohio Steuben glassware, Drexel hall chest, and brass bound "Stiffel" candlestick lamp, and brass bound nirror for himself. All china and glassware, 1 Kermin, 2 large Sarouk, 4 small Sarouk and 3 Hamadan Oriental rugs to be distributed at :.is discr~tion after selecting what he wants for himself. 4 ~ ~IRS. JOAi'~ HEMMINGER, Green Springs, Ohio Mahogany poster beds, chest on chest, dresser and mirror and Bachelor chest. 2 Fireside chairs, green velvet -qpholstered. Brass column lamp, Green glass antique lamp, Green 1\'eJ:gewood china lamp, Tyndale china-bas.e lamp, 2 Fieldcrest Concord pattern bed s~eads. 5. MR. and MRS. EUGENE HA!rr, Green Springs, Ohio () Silver coffee service and tray, Sterling silver candelabrum. Tufted coral upholste-red Drexel Chair. Fruit\¥O:ld chest on chest. 6. MRS. EDNA GREGG, Sycamcre, Ohio Mink coat and sable neckpiece. Antique cherry droplcaf table, 6 Danish dining room chairs. Spool table, ·folding top fiddleback mahogany table; dropleaf Pembroke mahogany table, ;c.ll pictures. 'All of these~for herself or to be distributed at her discretion. . ' f 1 .t ' ·~ ! ~ J . ·~ ' t 1. ;; ~ . I . ~· ·;lF: ... :';· ... 0 -••• -... ··'. ~ .. . ' ··' -~ 7. ~1R. and MRS. NED GREGG, Sycamore, Ohio Day bed, 2 pine corner chests, 1vlaple chest on chest, and Hitchcock mirror, cane back chair, 2 nylon upholsteres ·tan chairs (1 small \ving .and 1 arm chair). 8. ~tRS. ESTHER HART, Green Springs, Ohio. Living room davenport, coffee table, and 3 nested walnut end tables. Up- holstered toast color arm c!lair and fruit\vood end table with drawer. Tan pull-up chair \1/i th walnut frame, antique \~alnut bureau. 9. li-1R. JOSEPH R. DIDION, Bethel Park, Pennsylvania Red upholstered English lounge chair and foot stool .. Mahogany two tier lamp table, wedge shaped. 10. t.iRS. GERALDINE THm.IPSON, Honongahela, Pennsylvania Mcl1ogany breakfront, Asian design, and server to match. Gold upholstered gunstock walnut Jamestmm Royal arm chair. Two tiered fruib10od tab!.e. 11. MRS. BEORGE \'/ALTER, Ten by thirteen foot Kasvin orinetal rug.· 12. Byers Memorial Library, Monongahela, Pennsylvania all Books except medical and surgical books. I have prepared these directions in order· that my Executor shall have knmvledge of my intent in the disposition of my personal belon&ings, not as part of any \V.i11 or a codcil thereto, but only to guide my Executor in such disposition. Dated -7J 1 cJ:-v; ~· 1 I 7£ 'Z ( I • r • • .. '· l ~ I t::. f . ' . ' ' f: j r . f .. ' t ; ~ ! . I' . •. tJ ;, ~ t~ r .· ~ f I·· r • l ' i ~ Form 18 Reg. Will-Rev. 8·&6. 2. . " ::..;. INVENTORY of all real and personal estate of ......... .'!.9.~-~fh.:h!?-.~.--!?.: ... .9.'I.!?.~}}!?-.~----------------------------------------------------·--·-----deceased, late of _________ l:.~.?.-~---~!:_y_ _____________________________ street ..... ~~-~9.!?-.'l~."h-~J.-~---------------------City _____________________________________________ Ward ----------------------------------------------------------------·------Borot.gh _____________________________________________________________________ Township, Pennsylvania. See Article IV of the Fiduciaries Actof1949, as amended. Claims of the decedent against the executor or administrator must be included. Encumbrances on personal property should be noted. See additional instructions on page4. PERSONAL ESTATE SCHEDULE. Cash Western Pennsylvania National Bank (Monongahela Office) proceeds of.checking account No. 042 352 815 Western Pennsylvania National Bank (Monongahela Office) ChrisL~as Club 584 shares Delaware Fund, Inc., corrunon @ 19 .. 09 4,640 shares Diversified Investment Fund@ 10.73 · .. \ . . .. ~ ' Diversified Investment Fund, proceeds on·. · ,.:--_:· •. systematic cash withdrawal Sept. check" ._·;;,:;:,:·:, Diversified Investment Fund, balance of cash in account 3,702 shares Fundamental Investor's Fund@ 12.165 Fundamental Investment Fund, proceeds on systematic cash withdrawal Sept. check Fundamental Inv=stment Fund, balance of cash in account Washington Motor Club, refund Dow Jones and Company, refund on Wall Street Journal Doyle Station9fy, refund National Geogr~phic Society, refund Smith & Dougherty, Real Estate Company, returned premium on insurance One (1) lot household goods One (1) 1962 Lincoln automobile One (1) lot furs Purchase A.gree·:nent between Josephine D. Urbahns and John K. Walsh for property situate at 1121 Try Street, Monongahela, Pa. 2.11 4,210.60 960.00 11,148.56 49,787.20 250.00 6.73 45,034.83 250.00 9.68 14.00 11.76 19.95 .30 • 45.00 4, 661.00 1,210.00 2,300.00 30,000.00 $149,921.72 =========== J See Article IV of the' Fiduciaries Actof1949, as amended. Description of real estate need not be by metes and bounds but must be adequate to identify the property. Mortgages, judgments, and other encumbrances on real estate should be noted. See additional instructions on page4. ~ ~;, .. ··~ ~ ..... ~- REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA A.LL that certain parcel of land situate in the Third Ward of Monongahela City, Washington County, Pennsylvania being lot No. 66 in the Home Place Plan. A.s recorded in Plan Book 2, page 190, and recorded in Deed Book 1274, page 726. / -~ Having erected thereon known .as 708 Sampson St. a one sto~y brick dwelling, $28,000.00 ===~===::=== ./ \ / .. J ,"'! \,,w H: 1111 n11111 . .._,\,\ '~ ~ bf!) ,,, ' :'>.' .• A>~ ' 'A'I. ,-, '-' ;. 'J .eooo" Q' t ~/ ~ }I o•"• l ;r., •11•o .,. ~ ~ ~~.~ •• ·,t-~1\l/}''J•· •. ') ~ . ..... ~ ,~... ..,., ... ~ ~?~lt.::: . ~~:~ :i,' -"'-'~ ¢.. -~ Re~ ~statl 1:. ~ ;:· ~ o~s_itle the .~J/ "-~ ~Cominonwealth~ •• ·.!. -, --:· 'ih~st:-be·~oWii.~~ \ ~f' Tb~'v8.Iue' tlu~r~of.~\\' · may b~ 'in'dicated' . but should not be carried into the total of the inventory or included as real estate in the accounting. :- -· -· c ---~------ ~ ' J MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None -. . --- : ~ ,, () / ~ "-.9 () < AFFIDA VlT OF EXECUTOR OR AD:m:NISTRATOR STATE OF PENNSYLVANIA l COUNTY OF ALLEGHENY ~ SS.: Personally before me, the undersifsed authority, a ______________ l2~.!:~~y _______________________ .... _in and for said County and .State, appeared .. .'rg~~~-~---~_. ____ W.t __ ~_QD-_, ____ ?;'_~!::1-~_t. ___ QK:t:i-.~-~r.I .... WJ~M~.--who, being duly sworn according to law, deposes and says that he is the executor or administrator of the estate of .... ~9.?.§!.Ph;i,._:g_~ __ P_: ___ V.r.f?.9Jrn,s deceased, that the foregoin15-schedul~s constitute a complete inventory and appraisement of the real and personal estate of·-------------------~-~~.P.b:?:.12~----I?..: ... :Y.~E~-~-12~---------------------------------------------• 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. WESTERN PENNSYLVANIA NATIONAL BANK, . Sworn and-s scribed before me } -~ ·. . 6 t~---~---·-'----~:.Aay ·.of______ --------------------• 19 .... .f )')IL~L,<Jt··'' ~-------------------~~~~-:;.~~-~~~~~~~-P~b-l~-C-- I'ITTS?URGH. Al~f'GHEii(Y COU.NTY CUT OR ~~km:.Rix lson, Trust Officer ' ~OMMJSSIGiiJ. t~~l.Ht:~, A.f?Ril 9. 1973 ·•~••lb~r .. Pennsy1var1i;. ~~sociation of Notaries ADDmONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. An original and two copies must be filed. 4. Additional sheets may be attached as to personalty or realty. / Q) ~ .,, 0'\ ~ ::li r+l . 0"! rn . m: r.h . :'tl . liliO'Ir+! > :GI (\) . ::a : 1:: : 0: :~ ..:.r-l: ~ ~ 'GI FILED, ~: ro :· ~ ~ UliQ Q)i r-l A:! ~::: 0"! ·r-l ~. ~ 0 ..c:: ' OJ! ::l : "" aS en: 29 : o: Ill ; .. ~ r:.:. .o: '69 JUH 117 PH 12 l ..--1: .t J~ ~ 0 ~: : All+J E' ::Ji : :~:: ~ ~ ~ : ·: en ±:l z . : : ~: ~ ..Q ·-..J) '\9. ~ Cli RUC''E! L ~ltRHHJ: : : t!J in w\! ...... ., .:.. . . . ~.' . ' ! ~::: -+J ~ 00 O>i REGf.STER OF WfLlS : ,.c:; <;tt +l I l'il ~::: ·! o: 00 ·.H () ·> ·r-l: WASHiNGTc:m CO,, PA .. : 1-): [' ~ ~i -&! : : : C>o ~ z Q): : ~ : Ul! : <I) ul • S:: en o: : '"' <I) ~ 1-:li rd 0 '"' <I) <I) ... 'tl -<I) ... 'tl ...; ~ ~ < < ~ ·---- ~·~-~-_,~ ~---'~--·--~--~- (:;.. \.! . ~ . ·~, ! () ; :~ •, :I i . ' ."-I, ~ >$ ~jl e,-• td 1' '> ~ ... ,;, ;~·- 1', No. 63-68-1300 No ......................... of 19 ......... . ESTATE OF JOSEPHINE D. URBAHNS, DECEASED First and Final Account of WESTERN PENNSYLVANIA, NA,TIONAL BA.NK, EXECUTOR Balance Due $ .................................... : ......... ,. 1 z C/grlrvf Orphans' Courl "'U I C> l> (/} U'"1 •, -&:"' Fee$ .............. ·-··········-······· Filed John F. Ploeger, Esquire 704 Grant Bldg. Pittsburgh, Pa. 15219 .658·' For Sale by P. 0. Naly dlS., Law Blank Publishers 426 Fourth Avenue, Pittsburgh, Pa. 16219 'i:l•~ >"7 ,, :>. '! {> ,'1 l ,, l,'tf, ... .r ~.~I , •.,~ '.I. I :~IJ ;''-!:!/.~·~~-.'·~~· ·.~:!::ti_--:..1' -~~'/.N!:~· f;f{::·u~~ !~·n.:~tJ !/t":i'l(;;_f;: ~'!_) c!! ."J:~r~-:.~· . .:·~~ :> g1 ·\:·1 .·~.~.:·..-; :Ji' ~·;:..,:=: .:;·( .. ,.>tl~:'-:-__;r.:_.~ .• ~ (:iii/;:,~\} t\·::; .. ;~Dtfc'd'' it.' ,).-:: ~~?~{:·~,~·.=:=.~1, ... :,.; .... :~:-. ., ~~-... "' ~o . ·:. .... ,·:~~· f:fl.~t'~·:-=.~·:·'](.-::/ t~u [.w:·'.:.H?.i~ , : · . io q·.,. (P,);.q ~1 ~. ·~ J'! 11!.11 .. '-• .l . ,;0 ''" "'·'·' ·'.· .... 3-?0-?<r.• ~~ ;'it.:, '" ''". (., >:cc•.! fi•'• ......................... ,_." :· £:;~ .. : !. tr/ , · t:.,·tz}-.i',;;,~: .. : ":}.'/ l:ar:d r1.:;d n/;i';:·."~ .. J .. 0/J .. . ri' ... 'I ./20 . ~·. .. ..... ··~ I;,;. ·········• ~~-,-- ,9..::· .. -r;_.-.; "7f7 (!1/ :·.'/Jf/ .. ··' . -~ tO: ;, .,. ,, II. ~ . . ' .. ; IN THE COURT OF CQr.1MON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63'-68-1300 FIRS'l' AND FINAL ACCOUNT OF WESTERN PENNSYLVANIA NATIONAL BANK, EXECUTOR ESTATE OF JOSEPHINE D. URBAHNS, DECEASED No. 1-5643-2 SUMlvlARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts pages·l-3 Amount transferred from Principal -Realty Disbursements page 3-5 Balance SCHEDULE B INCOME -PERSONALTY ( R eipts Disbur ents pages 5-6 page 6 Balance SCHEDULE-c -- PRINCIPAL -REALTY Receipts page 6 Disbursements page 7 Amount transferred to Principal -Personalty - August 31, 1970. $153,207.84 25,768.26 $ 178,976 10 72,458 50 2,231. 74 s,4ss o:; 329 lC 28,000 oc $106,517 60 5,155 93 25,768.26 28, 000 Oj: -0- Net 3alance $111,673 53 The Balance consists of the following: Principal -Personalty Cash $25,000 United States Treasury Bills, due 1/31/71 $1,000 United States Treasury Bills, due 1/31/71 , $6,000 United States Treasury Bills, due 2/28/71 Income-Personalty cash Advance Distributions (See Exhibit No. 1 page 8) ... , .. ========-== 23,459 BE 5,663.0C 38,690 60 2,155 93 70,827 00 .$111, 673 53 ======== -- ; [state of Josephine D. Urbahns I ' . . if J II SCHEDULE A .. ;j I I 'I -I I .PRINCIPAL -PERSONALTY I I !1 I i·RECElPTS I ~ I ' Inventory as filed: $149,921 72' I ~ I I Add to Inventory lj I :; I I --;} I .. ,. I I Look Publications, refund $' 2. ~0! i! I iJ d I; I II I r " I One ( 1) Masonic Sword 10. oo 1 12 00!1 I ! I ! ll ' :, ~ I· i I 'I I I l! Conversion of Assets at Inventory Value I i :1 I --I i! I 1, j! 1968 I !I i I 13 if One ( 1) 1962 Lincoln automobile 1,210. 00 il I Nov. 'I 18 I. One (1) Masonic Sword 10. 00 !j ll If r I 1,220. 00 li Cash received 1,220. 00, -0-~i I I !j ·' I ·j: ,, !! ,, Principal I II .Add to !t I i! li 1969 ,I II Jan. 14 Delaware Fund, Inc., 2•ear end capital I ~~ ij II gains distribution 4,21!' 'I '· 20 I 41 shs. Delaware Fund, Inc., year end I; I 'I .. I I capital gains distr2.bution 696 59 i Feb. 24 ,I Diversified Investment Fund, Inc. .I cash balance in 186 88E .9Q ' I account 10 I I' ;{ ,, il I 'i I I' Schedule of Short Term Investments I I :i ,, --I! I 1969 I 'i Mar. 10 $32,000 United States Treasury. Bills ~ · due 4/24/69 cost @ 99.2377 .. 31,756 09 I ·Redemption (various dates) 31,756 09 -0-I Mar. 25 $1,000 United States Treasury Bills due 8/7/69 cost@ 97.6756 976 76 ·Re~emption 8/7/69 976 7E -0- Mar. 25 $4,000 united States Treasury Bills ' due 8/14/69 cost@ 97.5707 3,902 8: Redemption (various dates) 3,902 • 8__ -0- Mar. 25 $25,000 United States Treasury Bills · · due 9/4/69 cost @ '97 .1656 24,291 .4 If ,, Redemption 9/4/69 24,291 .4 -0- li Anount Forward $150,820 62 c_ -1.-I ... u ; [state of 'josephine D. Urbahns .I !I Amount Forward $150,820 • 62l I I Apr. 28 $13,000 United States Treasury Bills, 471 I I due 10/23/69 cost @ 96.8958 $ 12,596 I, I Redemption 10/23/69 12,596 -0-a 471 I I I ' 13 $25,000 United States Treasury Bills, I May I ; due 5/22/69 cost@ 99.6482 24,912 06 !, Redemption 5/22/69 24,912 06 -0-'· I .I il I :j May 23 $25,000 United States Treasury Bills, :1 ., due 11/20/69 cost@ 96.8554 -24,213 86! !, II 'I li Redemption 11/20/69 24,213 86' -0- $1,000 United States Treasury I I Aug. 8 ! Bills, 7J I il due 10/16/69 cost@ 98.6777 I· 986 i II il Redemption 10/16/69 n~ I :• 986 -0-j ~ 'I I I !, Aug. 18 ,, $1,000 United States 'Treasury Bills, i I'· due 12/4/69 cost @ 97.817 978 17 ,/ I. Redemption 12/4/69 -978 .1--; -0-il ll II li r $25,000 United States Treasury Bills, .• I Sept. 5 " I ; ,, due 3/5/70 cost@ 96.377 24,094 • 2 c: :J II Redemption 3/5/70 24,094 .2: -0-il i II ,, -·. I Oct. 17 $1,000 United States Treasury Bills, :d I ·I li due 12/4/69 cost @ 99~0853 990 I Redemption 12/4/69 I 990 -0-!; II " . ,, li I Oct. 24 'I $131 000 United States Treasury Bills, ' !; I I ., I due 4/23/70 cost@ 96.3802 .. 12,529 .4 ,, Redemptiop (various dates) 121_529 ~4 -0-. ! ' i Nov. 21 $25,000 United States Treasury Bills, I II r due 5/21/70 cost@ 96.1577 24,039 • 4• tl :! ,. Redemption 5/21/70 24,039 • 4< -0-I •I " ·I ~ Dec. 15 II $1,000 United States Treasury Bills, jl due 3/26/70 cost@ 97.7726 971 .7 Redemption 3/26/70 977 7 -0-:- Dec. 16 $1,000 United States 'I-reasury Bills, due 4/23/70 cost @ 97.1143 971 .1~ Redemption 4/23/70 971 • 1£ -0- 1970 I Mar. 6 $25,000 United Stat~s-Treasury Bills, due 1/31/71 cost@ 93.8395 23,459 .8 ,I Unredeemed Balance 23,459 BE -0- Amount Forward $150,820"62 I, ,, -2-I ·~-·!·· . ~ .. ~--,-.---...,_...----~ Apr. 1 Apr. 27 May 22 1969 Feb. 24 Feb. 24 1968 Nov. 12 18 Dec. 17 1969 Jan. 7 15 15 28 June 12 I I I I I I i I i I i. If II II r I I II il II I !I ., I I ,I I! 11 I j II ]I [state or Josephine D. Urbahns Amount· Fon¥ard $1,000 United States Treasury Bills, due 1/31/71 cost @ 94.747 Unredeemed Balance ... $6,000 United States Treasury Bills, due 2/28/71 cost@ 94.3847 Unredeemed Balance $16,000 United States Treasury Bills, due 4/30/71 cost @ 93.3111 Redemption 8/27/70 .. Gain £!:! Sale of Assets Proceeds, sale 4,617 shs. Diversified Investment Fund, Inc. Inventory Value Proceeds, sale 3,662 ~hs. Fundamental Investments, Inc. ~ I Inventory Value Amount transferred from Principal Realty DISBURSEMENTS Administration Expenses Joseph Gilmore, Jr., fee for appraisal of household goods .and automobile at 1121 Try St. Register of Wills, probate of will Washington County Reports, advertising of Letters 'Abravanel Furs, Inc.~ storage and shipping of furs Monongahela Publishin9 Company, advertising of Letters Field and Clarke, Inc., public liability insurance premium covering 1121 Try St. Abravanel Furs, Inc.J shipping char~es on nutria coat and natural ranch mink jacket to Esther Hart Register of Wills, cost of filing Inventory 4.00 additional cost Grant of Letters. 20.00 Amount Forward -·'3- $ r L__---------------~----------'-' _· _ .. ----- I 1$ i 947 471 947 471 5,663 09 5.663 09 14,929 78! I 14,929 78 i . l' i 50,898 4~ 49.787 2C I 200 ooj 18 50 14 00 89 02 12 sc 3 oc 24. 0( 366.0 15'0~82 0.62~ I . I I I -0-I I I l -0-~ ., il ,, I -0- ! I II II . . 'I I ii .I I 1970 Aug. 28 II II II 1968 Nov. 11 Dec. 5 1969 Mar. 24 1968 Dec. 12 13 13 13 20 II ..! 1969 July 29 Oct. 7 I I I I II ·I i I il r ,I I i !::state of Josephine D. Urbahns Amount Forward John Ploeger, Esquire, professional services rendered Western Pennsylvania National Bank, Executor's compensation Decrease on Sale of Assets ---- Proceeds, sale one (1) lot household· : goods Inventory Value Proceeds, purchase agreement between Josephine D. Urbahns and John K. Walsh for property situate at 1121 Try St. Monongahela, Pa. $30,000.00 Less: .300.00 1,800~00 76.36 1% transfer tax Smith & Dougherty 6% sales com. 1968 co"Unty tax WPNB 2% service Inventory Value fee 600.00 2,776.36 Proceeds'· sale 62 5 sbs. Delaware. Fund, Inc. Investment Value Preferred Claims Lena Schumacker, R. N., professional services rendered Anne Nath, R. N., professional services rendered Pharmacy Inc., balance due for prescribed medicines John A. Vesely, M.D., medical services rendered Drs. Ruben, Underwood, Ruben and Pirris, ·balance due for professional services rendered L. M. Frye Funeral Home, funeral services 2,678.00 Headstone 110.00.· Montefiore Hospital, payment in full for services rendered Norman c. Golomb, M.D., professional services rendered ~ount Forward -4- $ •' 366 7, 850 001 8,625 00 3oo ooj 654 00! 27, 223.~ 64 30. oool. O(• 9, 31E. 7 .11. 845'.1 90 ooj 60 00 25 86 482 50 100 00 2,788 00 15 5C II I I I I I $16, 841. 02 I,; ~ =I :I ~ 354 00 II ! ,, ! !· I :1 I ! I• ,, I. II I, !i ,: II li 2, 776 36!i ii I li I. ii 2, 526.40~ ,, ! ,. I! il r II ---=1:.::5~6C-=H 3 , 57 7 4 6 0 I $ 26,075 24/ 1968 Dec. 12 18 19 1969 Jan. 15 Apr. 15 May 15 t: 1969 Dec. 31 1970 Jan. '5 1969 [stale or Josephine D. Urbahns ·Amount Forward Other Claims I ! West Penn Power Company, light service for 1121 Try St. paid 10/29/68-12/12/68 Equitable Gas Company, gas service for 1121 Try St. paid 10/31/68-12/23/68 Treasurer of Washington County, delinquent 1968 tax for lot# 66·· MunAuthority of the City of Monongahela sewage charges for 1121 Try St. I, I II I; ,I I i i! i ! I !, 'I li " i I ,, 'j ,, 'I II II li 'I I, I I I I I ·I li Bell Telephone Company of Pennsylvania,· phone service Gene DeLattre. Refrigeration Company, furnace repairs Joseph Horne Company, purchases paid 2/5/69-7/16/70 Internal Revenue Service, balance·of 1968 individual income tax Didion Brothers, Inc., balance due on . contract to build house-708 Sampson· Street paid ~0/29/68-2/28/69 Willowbrook Pet Cemetery, burial of pet dog Taxes Internal Revenue Service, Federal Estate Taxes Register of Wills, Agent for Commonwealth of Pennsylvania, transfer inheritance tax -payment on account SCHEDULE B INCOME -PERSONALTY RECEIPTS Dividends Delaware Fund, Inc. 41 shs. paid 1/14/69 625 shs. paid 3/17/69 Fundamental Investors Fund, Inc. 3702 shs. paid 2/24/69-3/25/69 Amount Forward -5- $46.72. 62.50 $ $ 31 111 20 18 13 201 26 22! i 74 81 i 135\~ 51· 5.25 135. 9l 30,254.6~ 198.0d 9,488.40 6,000.001 109 22 500 00 609 22 I $ I I 26,075.241 i i I I I I I I ·, :J il I' i I i : I I . 'I II .I 'I I' .I . II (! 30,894r86' _ II li II I i II II . !i 151488 • 4d.i $ 72,458.501 ~ ============I II ..!I I I I Lstate of Josephine D. Urbahns Amount Forward Diversified Investment Fund, 4640 shs. paid 2/24f69-3/25/69 Interest I I United States of America Treasury Bills $18,000, due 4/24/69 paid 4/11/69 I $1,000, due 4/24/69 paid 4/18/69 I $3;000, due 8/14/69 p~id 4/24/69 11 $13,000, due 4/24/69 paid 4/24/69 li $25,000, due 5/22/69 paid 5/22/69 .. I $1,000, due 8/7/69 paid 8/7/69 1 $1,000, due 8/14/69 paid 8/14/69 $25,000, due 9/ 4/69 paid 9/4/69 $1,000, due 10/16/69 paid 10/16/69 $13,000, due 10/23/69 paid 10/23/69 $25,000, due 11/20/69 paid 11/20/69 $1,000, due 12/4/69 paid 12/4/69 $1,000, due 12/4/69 paid 12/4/69 $8,000, due 4/23/70 paid 1/14/70 $9,000~ due 5/21/70 paid· 1/29/70 $25,000, que 3/5/70 paid 3/5/70 $1,.000, due 3/26/70 paid.3/26/70 $1,000, due 4/23/70 paid 4/23/70 $5,000, due 4/23/70 paid 4/23/70 $16,000, due 5/21/70 paid 5/21/70 $16,000, due 4/30/71 paid 8/27/70 DISBURSEMENTS Western Pennsylvania National Bank, Income compensation SCHEDULE C PRINCIPAL -REALTY RECEIPTS Inventtiry as filed: -6- $ r 609 22 256L4 I 97 20 5 97 13 65 791.2~ 87~-9~ 23 ~-2~ 24 ~-2~ 708 .5 13.2~ 403.5 786 .14 21 :~~ 9 104 .2 126 .8: 905 •. 7 t 22,. 2~ 28 • 8( 180 . 9< 614 .7~ 361 .7 I ; I II I ' I 865 56/ I : ' I ! ~ :; il I' I ! I i I 'I I ij I· ,I ,, " 'I I :, iJ I II I ! I ,: // 4 ' 619 . 4 7 ;: ' I .. $ 5,485.03Jic --------F=c-::::::i; ---------.I I I i II $ 329 .ldl =======-,~t::~: .I . r .I I' 'i· $28,000.00 ========-- 1968 Nov. 14 1969 Jan. 2 Feb. 6 28 Mar. Apr. 17 . ,, 'I I II ! I I· ·I I .. II [stole of Josephine D. Urbahns .· DISBURSEMENTS Smith and Dougherty, insurance premiu~ covering Sampson .St. dwelling under construction Mun. Authority of City of Monongahela, sewage charges Sampson St. property paid 11/22/68-4/24/69 Equitable Gas Company,, gas service Sampson St. property paid 12/30/68- 5/27/69· West Penn Power Compa:1y paid 12/30/6·8- 1/28/69 Western Pennsylvania National Bank fee for appraisal of Sampson St. property Monongahela Publishing Company, sale ads -Sampson St. Daily News Publishing Company, sale ads, Sampson St. Smith & Dougherty, fee for appraisal of Sampson St.· property Decrease £Q Sale of Property Proceeds, sale property -corner of Sampson and Try Streets, Monongahela, Pa. to Rudy Polask.:.. and Elizabeth G. Polaski, his wife Less: 3~/c mos. taxes .. 1% Deed transfer s-:.amp Re-recording first deed from WPNB to Mrs. Urbahns WPNB 6% ·real es.tab:: service ··fee Inventory Value ·18. 76 280.00 7.75 1,680.00 ~ I I Amount transferred to Principal -Personalt~ for distribution -7- 25 58 71 o5! I I 17 661 I i I 50 o9 I 12 .7~ 6 . 5 25 • 0~ I I i I 28, ooo .'oo 1 I 1,986.511 26,013.49 28,000 00 I i I I I I I. 1! :I :; :1 ji I I I I I I i II i ;I I II I II il II i! 'i 245r 23:1 I! . II I ! I• il I; I I! li I ll ! !: I I I 'I 1 , 9 8 6 . 51 ,,c 2,231. 74 I ' 25,768.26 $ 28,000.00 =========-- I ,, I I I r 010/31/68 I 0 0 II ,, I I I I I I I I I II il 5/27/69 I; ol I I :I !I 'I 10/31/68 II II lj ! i I I 10/31/68 ,, !, i I 01 I. 1! I ,, ., I, I ,I 10/31/681 I \' . [state of Josep1line D. Urbahns EXHIBI'I NO• 1 Payments on account of distributive shares: Principal -Personalty Erma Schock, sister, bequest under item one of memorandum Delivered sewing machine blankets and towels cooking utensils and tools vacuum cleaners Cash -one third proceeds, sale ·of furniture, automobile & personal effects Jean Walter, bequests under item two and item eleven of memorandum Delivered .sterling silver flatware silver serving dishes and trays all table linens mahogany bombe chest winthrop desk windsor chair 10 x 13 ft. kasvin oriental rug Joan Hemminger, bequest under item four of memorandum . Delivered poster beds chest on chest mahogany dresser mirror bachelor chest two fireside chairs brass column lamp Wedgewood china lamp Tyndale China base lamp two Fieldcrest b~dspreads ~ Eugene Hart, bequest under item 5 of memorandum Delivered: silver coffee service with tray silver candelabrun fruitwood chest en chest 0 Amount Forward , -8- ·I 70 00 35 00 85 00 47 so! i 506 671 I I 100. o~'l 65.0 15.0 200.0 . 60.0~ 15,. 0 200. 0( I 15~·· 0( . 5 • 0 4 • 0 1~.0 2 • 0 65. oc 6. oc 12. 5( 6. oc 30. oc 1so .• po 25.p0 75.00 II I I I I I .. I ~ II :j I il !I ·~ ~ i 744 117k I i ll i !i I " i II ' ~ I! li II il 655 ooll c I 'I . ,, ,, ii I; ' ' i il I li ! :! ,. i' I I' I ,I 394° soil c ' 250 00 ~ $ 2,0043 67 (2 ..,...,....,_ ----·--------~------~-------~-~-------~-----~-~· ---·------·---------~--------~--------~ ·~----------- 10/31/68 ! 1/17/69 5/27/69 I I ,I il r .I I i !I i i I 10/31/681 il II r II 10/31/68 II I 11 'I II l/17/69 1' I 5/27/69 1 10/31/68 11/1/68 i I .I .. ·' .. ·, l::state of Josephine D. Urbahns }\mount Forward Edna Gregg, sister, .bequest under item six'of memorandum Delivered: sable neckpiece antique cherry dropleaf table six danish dining room chairs Pembroke Dropleaf mahogany table all pictures One (1) autumn haze mink coat Cash -one-third proceeds, sale furniture, automobile, persona'l effects Mr. & Mrs. Ned GrEgg, bequest under item seven of memora~dum Delivered: daybed two pine corner chests maple chest on chest Hitchcock mirror cane back chair Esther Hart, sister, bequest under item eight of memoran~~m Delivered: davenport coffee .table 3 nested end tal:les toast colored arnchair fruitwood end table tan pull up chair -walnut frame antique walnut bureau One (1) nutria coat One (1) mink jacket Cash -one-third proceeds,. sale furniture = automobile and personal effects Joseph R. Didion, bequest under item nine of memorandum Delivered: red upholstered English chair and foot stool mahogany two-tier lamp table -wedge shape Thomas R. Gregg, bequest under iteiT\ · three of memorandum Delivered: steuben glassware Diexel hall cheat Stiffel lamp brass bound mirror Amount Forward -9- -·-----' .$ $ ---------------- I 40 oo! 135 125 35 55 1,000~0 I I 506.66 I i I 1651.J 7 5. oc 35. 0( 15. 0( 2 5. 0( I 75 Jl 45 ogi 3o~oq 25 oc 20 oc 20 oc 7 5 oc 300~0( 1,000~0( 506.6"': 45. oc 20. 0( I $ 2,043.67i I I I i ! 65 00 c I 150. o I 35.0 15.0 ic. o 21C.O $ 6,417.00C- I 0 ·11/7/68 ., I 11/8/68 ' . ' < [state of Josephine D. Urbahns Amourit Forward china and glassware ten rugs .. Byers Memorial Lib~ary, bequest under item twelve of memorandum Delivered: One. ( 1) lot boqks Geraldine Thompson, bequest under item ten of will Delivered: breakfront server gunstock armchair twootiered fruitwood table Western Pennsylvania National Bank, Trustee FBO Ada Hall # 2-5933-7 Cash Cash Income -Personaltv Western Pennsylvania National Bank, Trustee FBO Ada Hall # 2~5933-7 ° Cash -10-0 ---------------- $ 210 00 1so[o~ 600 00 17 5. oc 75. 0( 25. 0( 25. 0( 5,000.0( 55, 000. 0( I I ! I ' $ 6,417 II oo 11 i 960 ool ' I I ! I OO/I '150 'I ll I' ' I i 1/ 3oo ~ oo;j I ,, · II 0 ,, 60, ooo. oo!1 I, I, ij il II II II I. I I 3 1 00 0 o 0 o:: 0 r I i I $ 7 0 , 8 2 7 • 0 dl Q_ ========!==::::!; I .I I li i I I I I. !I II r i I· j• ,, ., II I' I I i I[ ...... ;. . ' I . . ~state of Josephine D. Urbahns COMMONWEALTH OF PENNSYLVANIA: ss COUNTY OF ALLEGHENY .... Eugene S. Bender, Trust Officer, Bank being duly sworn according to law depo and sa s Testamentary were grauted to Western Pennsy vania Nat o advertised more than six months prior·to th filing h il ,, ,I I I a Nation 1 I ! I I. I hat Lett rs. 1 Bank a d ':'·I :; f; that ;j ji :j the ?isbursements shewn in the account have been made t~ the part esJ entitled thereto and ~hat the account. as st ted as he ·verily believes. ·r WESTERN PENNSY VANIA BY: Sworn and subscribed before me this 1970. REQUEST FOR DISTRIBUTION A.ccount·ant requests that distribution Court in accordance with the Petition ·for D stributi offered in evidence at the audit of this ac ount. BY: correq:t i i BANK I o be BANK I I ! !I !j !, II 'I ~ I' J 'I 01 io b' ~ ~ ~ '-.... ~ ~ ~ \N' f't r I Ill-~ ~~~r :11.,..--, ~ I --..... ~ ~ ~ "' ~ 'Ji :: ~~~ .. ""' , .! .. I' ,, . \ ~. ~- '!. .. G3-~8-;3o--V No: ...... ~.~-gg······· of 19 .... ?.!?.. ESTATE OF JOSEPHINE D. URBAHNS, DECEASED F.B.O. ADA JANE HALL (LIFE TENANT) First and Final Account of ' ~-WESTERN PENNS I NIA ,,~MTJ'o~~Lm~NI< .. ; .. -~~ _ .... ~bJ. _ -. 1/ ne dJttmn flOOOU/ffl .., -'7 ......... _ •. , ~ ,,r~t fl!lft to t• n , ... , !lCJtmrrrmnnn._ ~. ,.,e um• 41 --,·~-. Balance D $ RP.a-;;;;.--;~;;;;;··-;;i};~--...•. .,._ ue ................................... ~.!l .. c .. . This account was transmitted and presented to the Orphans' Court and confirmed nisi at No ................... ; .... , .... of 151 ....... . on ............................................................... _ ..................... __ _ ~ ~ ....= -,, > rrt :::U -__ ...... :.fE.····~····';.~; ......... -.. ·~-:--·················--·-:::: M .~~Clerk i/.":Orpli(ml Courl 2 .... · "' -.... ~ r:1 -....-... o rn r-'.u ~ 1 i --1 ;:v ---• -Fee $ ................... C.:· ........... ;. !"-...,; . ' -... 0 ~ ,J ---,., ~:-: ::: .. l!,liJ ....., Filed ............... .9. ... :§ ... f:-; ........... ,_::.:: ................ _____ _ ' r-::;: i:.-;: ""0 r-~ ---p. (,~ 0 . John F. Ploeger, Hsqu1re !W>'T• 704-Grant Building Pittsburgh, Pennsylvania 15219 For Sale by P. 0. Nal:v Co., Law Blank Publishers -j I 1 I ~ I J I 1 . ~ !' " _, ._ ti.-.LSIIinqton County, s-s. I do cert~ft.t that I .have given legal notice to all person( I? '1Cerned of 1.<1'2 fili'lq of the within account in t;Je mnrmer.. pre· .s• .b•~d oy S't.a.~r •. ami Rule of Court, as euidenced by proof- t.:.-:~~&o[ fi/ea u, ;.Jo b3 -7/-Jl7 · . : __ _ ~ · c:¥h'" mq mmd nnd otfieiat.sea/ tHis .. -1. ................ , ..... ,.· -11 _ ·T . 19 7L. Q~%_~- RPnilltPr of J;Villco .. '• 426 Fourth Avenue, Pittsburgh, Pa. 16219 , ~ • ' b Di(f:/Sb-r?~~ J~s-.~~ ~J· .. _ I ~--. '""''IIII .- :,1 ~ ~ ... ·' ·- I #2-5933-7 • 0 • IN THE COURT OF COMMON PLEAS, WASHINgTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNT OF WESTERN PENNS~DVANIA NATIONAL BANK, TRUSTEE UNDER THE LAST WILL AND TESTANENT OF JOSEPHINE D. URBAHNS, DECEASED F.B.O. ADA JANE HALL (LIFE TENANT) March 25, 1971 SUMMARY SCHEDULE A PRINCIPAL-PERSONALTY Receipts Pages 1-2 $100,132.0C Amount transferred fron Income-Personalty 5,227.0C$ 105,35.9 09 Disbursements Page 3 Bala:1ce SCHED1JLE B INCOME-PERSONALTY Receipts Pages 3-4 Disbursement_s Pages 4-5 Amount transferred to Principal-Personalty Balance Net !Balance 7,693.4 5,227.0( The Balance consists of the following: - Cash .• $42,500 Fort Pitt Federal SaV,ings & Loan Association Advance distributions (See Exhibit No.1, page 6) 7,161 63 12,920 43 12~920 43 ~ 98,197~46 .•· -0- ;; 98,197 46 r========= -- 39,697 46 42,500.00 16,000 00 $ 98,197. 46 ============! :I i: Estate of Josephine D. Urbahns/Ada Jane Hall SCHEDULE A I PRINCIPAL-PERSONALTY .. I RECE:!:PTS ' I i Western Pennsylvania National Bank, Executor of the Estate of Jos·ephine D. Urbahns, I deceased. I Amount awarded per Decree No.l300 of 1968 dated March 8, 1971 F.B.O. Ada Jane Hall (life tenant) ' Cash $ 7,337. 55 I $25,000 United States of America Treasury ' Bills due 1/31/71 23,459. 88 $1,000 United States of Arrierica Treasury . Bills due 1/31/71 947. 47 $6,000 United States of America Treasury Bills due 2/28/71 5,663. 09 i Advance distributions: I 2/3/69 $ 5,000.00 3/4/69 55,000.00 60,000. 00 $ 97,407 99 I Schedule of Short Term Investments Distributed from Estate: $25,000 Un~ted States 'Ireasury Bills due 1/31/71 23,459. ~8 · Redemption 1/31/71 23,459. S8 -0-' I I $1,000 United States Treasury Bills due I 1/31/71 947. 47 Redemption 1/31/71 I 947. 47 -0-' $6,000 United States Tr·easury Bills due 2/28/71 5,663 09 Redemption 2/28/71 5,663 0~ -0-1969 Apr. 15 $50,000 United States Treasury Bills due ·10/9/69 cost @96.9542222 48,477 12 Redemption 6/25/69 and .10/10/69 48,477 12 -0- Oct. 10 $5,000 United States Treasury Bills due 4/9/70 cost @96.315 4,815 75 I I Redemption 4/10/70 4 815 75 -0- I Amount forward s 97,407 99 -1- 1970 Apr. 10 1971 Feb. 2 Mar. 2 1969 Apr. l July l 1971 Jan. l Mar. 2 1971 Feb. l Estate of Josephine D. Urbahns/Ada Jane Hall Amount forward $5,000 United States Treasury Bills due 2/28/71 cost @94.2763889 Redemption 12/22/70 $25,000 United States Treasury Bills due 6/3/71 cost @98.5625 Redemption 3/16/71 $5,000 United States Treasury Bills due 6/3/71 cost @99.0946 Redemption 3/16/71 Assets Purchased Western Pennsylvania National Bank Collective Trust Fund 11 A11 550 units @9.9865 4672 units @9.7376 457 units @9.8322 $42,500 Fort Pitt Federal Savings and Loan Association, Savings Account Cash disbursed to purchase the above assetE G~in on Sale of Assets Proceeds, sale 5679 units Western Pennsyl- vania National Bank, Collective Trust Fund 11A11 @10.2490 Investment value (various dates) Amount transferred from Income-Personalty -2- 4,713.82 4,713.82 24,640.63 24,640.63 4,954.73 4,954.73 5,492.~8 45,494.p7 42,500.Q_O 97,979.~7 97,979.~7 58,204 07 55 479 97 $ 97,407.99 -0- -0- -0- -0- 2,724 10 100,132.09 5,227.00 p 105,359.09 ============ I 1970 Mar. 26 I 1971 Mar. 25 I I II I I I 1969 Feb. 4 I I II I ' Feb. 27 I Mar. 14 Apr. 15 II May 9 July 31 Sept. 15 1970 Aug. 6 II Estate of Josephine D. Urbahns/Ada Jane Hall DISBURSEMENTS Administration Expenses Western Pennsylvania National Bank Trustee • s annual corr.pensation John F. Ploeger, Esquire Professional services rendered Western Pennsylvania National Bank Trustee•s termination compensation Care and Maintenance Expenses -Ada Jane Hall F.M. Smith, MD and D.P. Smith, MD - Balance due Erma Shock -reimbursement for x-ray for Ada Jane Hall The Andrus Drug Store -Balance due A.A.R.P. Insurance Plan Premiums from January 1967 -December 1967 @ $6.00 per month The Andrus Drug Store -Balance due F.M. Smith, MD,-ProfesEional services rendered Erma Shock -reimbursem::::nt for hospital bill Judy Zellers -Hair car:= for June and July Judy Zellers -Hair care for August Riverview Nursing Home -care and maintenance payments from 2/4/69 -6/3/70 SCHEDULE B INCOME-PERSONALTY RECEIPTS Amount awarded from the Estate of Josephine D. Urbahns Advance distribution pe~ Decree II II ' ' II II Amount forward -3- 131.34 2,000.00 ,f~ ' 1,000.00 $ 3,131.34 13.00 15.00 14.35 72.00 12.[79 16.po 3.po 15.po 7.p0 3,861.6~ $ 3,000.00 4.030 29 $ 7,161 63 ~=========== 1,541.88 $ 4,54188 $ 4,541.88 Estate of Josephine D. Urbahns/Ada Jane Hall ' Amount forward $ 41 541. 88 ' I Interest I I United States of America Treasury Bills $45,000 due 10/9/69 paid 6/15/69 $ 408. 19 5,000 due ·l0/9/69 paid 10/10/69 152. 28 5,000 due 4/9/70 paid 4/10/70 184. 25 5,000 due 2/28/71 paid 12/22/70 238. 28 25,000 due 1/31/71 pai::1 1/31/71 1,540. ~2 1,000 due 1/31/71 paid 1/31/71 52. ~3 5,000 due 2/28/71 paid 2/28/71 280. ~6 1,000 due 2/28/71 paid 2/28/71 56. ~5 30,000 due 6/3/71 paid 3/16/71 164 . .... 6 3,076 72 Distribution Western Pennsylvania National Bank Collective Trust Fund IIAII 550 units paid 5/1/69 -7/1/69 77 H 5222 units paid 8/1/69 -1/1/71 5,016 23 5679· units paid 2/1/71 208 42 5,301 83 $ 12,920 43 I========== -- •. DISBURSEMENTS Administration Expens·e~ Western Pennsylvania Nc.tionaH Bank Trustee's annual compensation $ 131 .34 care and Maintenance Expenses -Ada Jane Hall 1969 Oct. 3 Judy Zellers -Hair care for September $ . 5.:so Dec. 3 Judy Zellers -Hair care for October & Nov. 10 00 1970 Apr. 3 Shirley Platt -Hair care for Ada Jane Hall 15. 00 Sept. 2 Millie Staib -Hair ca~e for Ada Jane Hall 2. 00 Amount forward $ 32. 50 $ 131 .l34 I -4- Estate of Josephine D. Urbahns/Ada Jane Hall Amount forward $ 32. 50 $ 131. 34 The Andrus Drug Store -Balance due f~om 3/20/69 -5/20/69 20. 89 F.M. Smith, MD -Professional services rendered from 5/20/69 -11/11/70 (' 74. 00 A.A.R.P. Insurance Plan -Premiums paid from 2/19/70 -12/30/70 138. 00 A.A.R.P. -Membership dues paid 7/14/70 ar_d 8/18/70 7. 00 San Mar Pharmacy -Balance due from 9/2/70 -1/29/71 44. ~8 Riverview Nursing Home -care and maintenance payments from 7/3/69· -1/29/71 5,819. ~0 1971 ~ore Funeral Home - Feb. 5 -Burial expenses for Ada Jane, Hall 1.425. p2 7,562 09 Amount transferred to Principal- 7,693 43 Personalty for distribution 5,227 00 ~ 12,920 43 !========== -- I -5- "Estate of Josephine D. Urbahns/Ada Jane Hall EXHIBIT N0.1 ' I Payments on account o:fi distributive shares: I Principal-Personalty 1971 Mar. 22 Edna Gregg, sister -Cash $ Esther Hart; sister -Cash Erma Shock, sister -Cash Wirt V. Brown, nephew -Cash Myron D. Brown, nephew -Cash Vaughn E. Brown,,nephew -Cash John E. Brown, nephew -Cash - -6- ; J 4,000. 00 4,000. 00 4,000. 00 1,000. 00 1,000. 00 1,000. 00 1 000. 00 .. $ 16,000 ========= 00 !=== - I I I --' Estate of Josephine D. Urbahns/Ada Jane Hall COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF ALLEGHENY Jay E. Friedline, Trust Officer, Wes ern Penn ani a National Bank, being duly sworn according to aw that the disbursements shown 1n the account h ve been to the parties entitled thereto and that the account as state i true and correct as he verily believes. WESTERN TRUSTEE Sworn and subscribed before --__,L__:......:::......:.._ __ .:........:::::...._ __ 1 19 71. me this REQUEST FOR DISTRIBUTION A IONAL BAN Officer day of MARY COLAIZZI NOT RY PUBLIC PIHSBURGH. A I.EGH NY COUNTY MY COMMISSION EX IRES APRIL 9. 1973 Member. Pennsylvani As so iation of Notaries Accountant requests that distributio be dete i d by the Court in accordance with the Petition for tiis ribution o in evidence at the audit of this account. WESTERN Officer { .. Itt t4~ <1tnurt nf <1tnmmnu ®rp4an.a 9 In the matter of the Audit of Account in . Jl~a.a nf lln.a4iugtnu Qtnurt 1llini.ainn <ttnuuty Estate of .;:J;z~?!{ul£ }, tit&JJ/!1.5 NO._J..6,£.~--=:::3_~___!:!6=::._~~-_:__/ 3_CJ_0 __ _ TO THE AUDITING JUDGE: Enter __ ¥'1~'----+-----appearance for __ --=~~~~::....=.J...,~::::--------------- ( <;~/3.~-- 7:?1-~ ( day of'...£---e:..--, 19 7 fJ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J 0 z ..... 0 Q) .... 1--0 :J <( R U S 8 E: U ~), .( i'~ J N 0 ~~ Gl S 1 ER Of Wilt.§ VIAS HI 'l(;TOI CO,, PA: _j r · PETITION SUR AUDIT -~----· -~ Testate Form j 1 I IN THE OR-PHANS' COURT OF WASHINGTON COUNTY Estate of ..... ~?.~~-~~~~-~--P.:-.... ~~~~§ ........................ . No ..... ?.~:::~-~-=-~} 9.~. __ ... _____ ..... _ .......... ---------.. A. A. . -· Deceased Fiduciary .. ~~~~~---~~NN§.Th:V:~!b ... m:\";I;'~_QNAL BANK --·-------------·---··----------------------------------------------------------· Date of Date of Decedent's death ........... §.9.~_9.!:? .E?. f .. -~_,_ ... J:.9. § .8 .................. Grant of Letters ......... 9E ~.C?.!?.E?. ~ ---?.;.--J.~. ~ §_. -------.----------- If there have been former accounts filed in this estate/ list file number or number and term .. ~-----~-9.!1~------------------ ·---------------·------·-----------------············---·-------····----··------------------··------·····--------------------------------------------------------------------------------- Election to take Date Election Place of; Under or Arefwt will. (cross out one) F i I ed _____ -----------------------------Record _____ ---------------------.... Nam~ of sur~ivi ryg spouse .. : ............ : .... !?.~~~~-~-~?--.. ______ -------------------.. : .. ----------.---.. ------------------------------------------------------ List issue/ w~ere material: None Did decedent marry after execution of will? (indicate) 'ee:s:: ~1£? .. Any children born after execution of will? (indicate) ~ No. If answer yes1 name them.---------..... ___ -------------.-~--------------------____ ·_-------------------------------.----.--.--------------.--------------.. ----------_--.-·--·------······-····-··················-············-··--·-------····-····-····----------··-··.--------------·---------------------------------------·--·----············----· Legatees Relationship Interest Fiduciary, if deceased or not sui juris ~rs. Esther Hart j74Mrs. Erma Shock ~rs. Edna Gregg Sister Sister Sister Specific Specific Specific W.P.N.B., Trustee (F.B.O. Ada Jane Hall, decedent•s mother) ~rs. Jean Walter ~Mrs. Joan Hemminger --Mr. & Mrs. Eugene Hart -Mr. Thomas R. G·regg · ~r. & Mrs. Ned Gregg ~r. Joseph Didion Mrs. Geraldine Thompson ~yers Memorial Library, Monongahela, Pa. List, if exceptions to above: None If partial intestacy1 give facts: N/A Adeemed: Friend Friend Friends Friend Friends Friend Friend Revoked: Residuary Specific Specific Specific Specific Specific· Specific Specific Specific Lapsed: Abated: Give Cause: '\ Notice to interested parties. Have all pJrties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragrapn C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. No. If any exception give cause: ........ --~9.[..~-------------------------- File copy of Notice and date of rna iIi ng .......................................................................................................................... , ......................... ., .. , Is estate subject to the filing of a Federal Estate Tax Return? .................... ¥.~§ ____________________________________________________________ . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. .?.t.9.QQ ______ "t _________________________ , ___________ _ If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ---------~9-~---~~~~---~~-~~--------:: ..... ~/~_7/~.l?.~.? ____________________________________________________________________________ ~---------------------------·-···· 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 CV"l r-...: a.. .. ... rMit~ (/) <:( O....Jo.. ""?" ~-_J -~s ~ g .. ;~ ~ z Cc .-.!: :L-:: }-- c/:, .•. ; L· .. J ;:;; ' . . :.J ·--;z Give ref~-r~nc~::;to sue~~ ~~rt~.:::of the will as require interpretation by the Court; a reference to all questions re-q~iring· adjudication, q[ld;:~ ~atement of any other facts deemed necessary for the preparation of the adjudication: L.~ ... ~ ·~ . . .:. Norfe Balance for distribution per account, Itemize any additional debits not shown by account: $ ... 4Q_,_~:4.§.~.?-~------------ Total additional debits (Add) Itemize any additional credits not shown by account: l.Register of Wills -Cost of filing Account 2.Malcolm Morgan, Tax Collector Personal property tax 1965 thru 1970 3.Internal Revenue Service 1970 f~duciar.v Income Tax Total aCid1t1onal credifs {Subtract) $ ...... _____________________________ _ $ 32.00 1,163.61 614. 05 .$J.L.e.Q9. 66 .. ;:: Balance for -distribution $ ... _.___________________ 39 036 87 $ ........ ! ......... ~----------------- If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Principal Cash $7,424.55 $25,000 U.S. Treasury Bills due 1/31/71 23,459~88 $l,ObO U.S. Treasury Bills due 1/31/71 947.47 $6,000 U.S. Treasury Bills due 2/28/71 '5;663~09 Income Cash 1,541.88 ' \ j $39,036.87 ------------------ IM ........................................ _.~_. .... ~ .......................... .-.. -. .......... ----------------·------------- r .• If Family Exemption claimed by Petition, give place of Record: ............. J~T/b ............................................................. . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ...... J~/.?L .............................. . List any advancement or distribution on accQt.;nt that has been made, and nature and amount of same: Specific bequests of household qoods as stated in memorandum attached to the last will and testament of decedent. Exhibit #1 (page 8) of the First and Final Account lists the beneficiaries and description of the various items totalling $7,827.00 also cash advancements (per Exhibit No.1) to Western g@~nsylvania National 3ank, Trustee F.B.O. Ada Jane Hall Principai"cash $60,000.00 Income cash 3,000.00 $63,000.00 ========= Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: _, ( I COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ...... ~~~~-?.~.-!:~-~-~---·····doth depose and say that the facts set forth in the foregoing petition are true to the best of.. ......... ~~-~---···········knowlecllge and belief . ............. ~~~-~~---····················to and subscribed before me th;s_/.L~ay)--'-~~---':~19:?..·~-- Signqture }Of . · ··················.-' ~--~-,--·:: ........... ·-~-. . . . Title ~::()t~............................. . ............................. . Office expi res ....... !.\.P.fJJ..;.~., .. J-.~1} .......................... . And your petitioner will ever pray, etc. WESTERN PENNSYLVANIA NATIONAL BANK EXECUTOR ·········z~···-····_·········---.~~---············· ..~Y............ ············-~·-···················································· Euge S. Bender, Trust Officer ~-.............................................. -................. ! ...... ! ! .... !! ..... '!'.! ~ ... ! '!'"' ...... ,. ..... '!' ........... '!' '!' ....... ., .. ,, J'. •• l / :) :·· ~ I I) ·{ -.. ·, '· ,. I I ·. . ·~.:: . No ........ 6.3.::6.a:-:J.3.0.a ........................... A.A. Estate of ..... .JQ.$.!',;I'.Hl.N!',; ... R., .. .J.LRaAHN..S-~o ..• ! ! ............................. ;,-:-........................................... -----.. --.... ---......... --.. --...... --.. -.. . Deceased Fiduciary .. ~§.~~-~---~;t;:-~~.f?.Xb.Y.h~J)\ ...... . NATIONAL BANK PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL :I Coufilsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: pa rag ra ph 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. TRUEL and PLOEGER Attorney ~2 ·. ··'f' . .JJ ···oo .~r() ., f.lNrrn_r;;-~~~ VI 'l;J t . ~~~ ~ . .Jl.. 4-' . , ~ • 1 ~1illlifl ;liP.. :~-r:~ 1 r,:,f£'1":?':! s> [ W!,c, <V'·Y '·· -" •.• ,-.,. '.i.:iJ <• O~n':;·~N~ Tt~SSnk3 9 5 E tld 8 llVIJ I L da 3 -~~~;I ' ......... -.. , ~/'I \ . "'•' · ... f • / ') .,. '(;/.',;: '' ~·l ec In t!Jt <ttnurt nf <ttll11tllt11U JUras nf If nslJiugtnu <ttnuuty, Jruusylnnuin, ®rp4nus' <ttnurt llinisinu . ~ 3-(..pJ-;6o6 EST ATE OF No. 1300 of 1968 , .. Josephine D. Urbahns1 deceased In the matter of the First and Final Account of Western Pennsylvania National Bank, Executor ADJUD.ICATION AND DECREE . And now March t 19_1l_, this matter come on for hearing, audit and distribution at this session and testimonYtoken; 'and thereupon, upon due consideration thereof the boJonc~ for distribution in ,the hands of the Accountant is determined to be $ l0918o3.ts7 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said l:olance be paid'out by the Accountant in accordance with .the schedule of distribution hereto attached and mode o port hereof, unless exceptions hereto be faled sec. ,reg.· or an appeal be taken herefrom se~. l_eg·: SCHEDULE OF DISTRIBUTION Balance per account---------=---~------ Additional credit asked at audit I 1809.66 Balance·---------------------$109 ,86).87 87.00 J Deduct Clerk's Costs & ReceipP.i-------------- Attorney ____ _...x;Jo~hn~LF.a.•...;.!·Pl.,_e~.~~~C)£~elii:ojr..__ _________ _ .. $109,776.87 71r~ _j~-?/ Erma Schock, sister, bequest under Paragraph 2nd of the will -item 1 of memorandum, held in kind and distribute as such at the appraised ~ue, credit to be taken by the accountant for items advanced prior to distribution by the Court, Jean Walter, bequest under Paragraph 2nd of tne will - items 2 and 11 of Memorandum, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court, Joan Hemminger, bequest under Paragraph 2nd of the will and item 4 of the memorandum, held in kind and q~stributed as such. at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court, Eugene Hart, bequest under Paragraph 2nd of the wlll - item 5 of the memorandum, hel.d in kind and distributed as such at the appraised valus, credit to be taken by the accountant for items advanced prior to distribution by 744.17 655.00 the Court, 250.00 ~~~b ~0 ~~~~ ~~(2._ $109,032.70 $108,377.70 $107,983.20 $107,733.20 ' ·. 0 ?;' ~ -~ ::J z 0> .... p ~ o· :r _.. c (1) ~· a 3 0 0 Q --~ .... ... .. ,_ .! ~~ < .. +"'\ ·.• ~ t a- 0 -.... = :r .. (1) ~ & . ~ %:i ~ ~ . ·.·'" ... Edna Gregg, sister, bequest under Paragraph 2nd of the will -item 6 of the memorandum, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court, Mr. and Mrs. Ned Gregg, bequest under Paragraph 2nd of tl:e will -iteD1 7 of memorandum, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution b.Y the Court, Esther Hart, sister, bequest under Paragraph 2nd ofthe Will -item 8 of the memorandum, held' in 'kind and distributed. as such at:·the appraised· value, credit to be taken by the accountant for items: advanced prior to distribution by the Court, : · ·' '• ' Joseph R. Didion, bequest under .Paragraph 2nd of the will -item 9 of the memorandum, held in kind and distributed as such at the appraised-value, credit.to be taken by the accountant for items advanced prior to distribution by. the Court, . Thomas R. Gregg, bequest under Paragraph 2nd of the Will -item 3 of the memorandum, held in kind and distributed as.such at the appraised value, credit to be taken by the accountant for items advanced prior .. to distribution . by the Court, Byers Memorial Library, bequest under Paragraph 2nd of the Will -item 12 of the Memorandum, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court, f '"" Geraldine Thompson, bequest under Paragraph 2nd of the will -item 10 of the memorandum, held in kind and distributed as such at the appraised value, credit to be taken by the acc~untant for items advanced prior to distributron by ~he Court, Westem Pe,nnsylvania National Bank, Testamentary Trustee under the Will for the benefit of Ada Jane Hall, mother of the testatrix and life tenant under the terms of the will. If the Trustee exercises or has exercised the power of invading corpus for the benefit of the life tenant, record of such invasion shall be made to the Register of Wills and Agent of the Commonwealth so that the transfer inheritance tax due may be properly assessed therefore; including the following assets, held in kind and distributed as such at the values as shown:- $251000.00 U S Treasury Bills due 1-31-71 $1.1000.00 U S Treasury Bills due 1-31-71 $61 000.00 U S Treasury Bills due 2-28-71 Income cash to the amount of Principal cash balance, credit to be taken by the accountant for tunds advanced prior to distribution by the Court, $23,459.88 947.47 5,663.09 1,541.88 and items 2096.67 960.00 150.00 300.00 101949.8'1 , . .. $102,399.87 $102,249.87 $101,949.87 No balance , .. !. 3g --- I .317 i ,. I t I i .. .. .. C.:J UJ __ 1 .:. ;~~·· i. . ..!- 1:; 0 . ~ !.I1 c-r --0.... c.:: a:: cC :c -r--... t . ~ i ..... ~ g. ~ = ~ ~ ~ ~ ~ ~ ~ t. U><i. o,-l c.. Z-...J' ..•. : -. r-.:: =-0 ~ -0 ....--u ... •::> ::;;:, 0 -:c r-__; !...1.1 ,·!) -~ 1-z r.J) (j) U) ...,._ :::::>'-?''(,/) a::....W<i-c::: ::;-_.. r ... 0 ~ .... ~ n ~ o· tc Ci ~ 0 0 .... .... ~ .:: < ;::i-·-l> rn :::0 (fl C) c ...... -(J1 (J) l/.'l ~ :2: -lfri :;: ~~ ~ 0 c: -...... ""tl '-- 0 _,... . 0 ... ,: -> r-:z. -u r-0 :t> CFl ~· ' . ~ . -·~· . .. , . :I --+ :r (1) 3' 0 :; (1) ... 0 .... --+ :::r (1) ~ -..1 ::::::=-c= r-·, -..o ~"t'} .-:?: :-"'V t..v r . .· "'·. .\l z !' -)·• ~ ~ I : a· ... 4._ -· i_Cf .. @L _ _t. ICC. .Wti.UIO __ ~· _,Cfi;a;s f4141!!$A? .~'!"5.¥~ Form for Guardian or Trustee Jrtitinn ~u~ ~ullit 1Jn IDqr ®rpqans ~ illnurt nf llanqtngtnn Qinunty Estate of ...... ,g,9..~~l?.h~.n.~ .. : .. P..:: .... Y.E.P..?.:h.t>:.§.A ..... P..!?..£~.e.sed Filed at No ......... lJ..Q.Q .............. of 196 ... f?. For ......... ~~.?.: .... g,.?.:!}.~ .... B.e.!.b ............................................................ .. ,_ .Life Tenant -died Jan. 13 . 1971 .............................................................................................................. 1. ............ . minor-incompetent-life tenant ~at:;~~~~tship .................................. J.Q/~/.§JL ................................ .. If there have been former accounts filed in this estate, list: Fiduciarr .... ~.w..~~.t.~E.n .... !?.§.9.n.~Y.!Y.e.n1e .... t'!~t~.!.9.n?l .......................... ~~.~~ .. t .... :!'.E~.~.!:.~.~ .................................................... . Place of record of appointment ............................................................................................ . All persons having any interest, vested or contingent (including claimants), in the fund now before the Court, with the nature of their interests are: Esther Hart 1/4 .Erma Shock 1/4 Edna Gregg 1/4 . Wirt V •. Brown . 1/16 Myron D. Brown 1/16 Vaughn E. Brown 1/16 John.E. Brown 1/16 All of said parties have received notice as required by the Gqurt Rules except as follows: Copies of the.Account and notice of Audit sent by registered mail to all parties. The fund now before the Court is subject to the following taxes: None Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: None / j .. Balance for distribution per account, Principal $ ......... ~.?.., .. ;!;.~.7. .. ~.4§ .................. . Income $ .......................................................... .. Additional debits not shown in account: (Indicate whether income or principal) Income -March interest $42,500 Fort Pitt.Federal Savings Account $177.08 ) Total additional debits $ ..... 17..7 ..... 0.8 ................................. . Additional credits not shown in account: (Indicate whether income or principal) Principal: Register of.Wills -·Cost of filing Account $ 25.00 Income: . western. Pennsylvania National Bank Addit-ional income compensation 10. 62 Total additional credits $ 35.62 ···························································· Balance for distribution Principal $ .. ~.~ .. ! .. !.?..~ .. ~.1.§ ......................... . Income $ ............. !.§9. ..... 4~ ......................... . Total $ ... ~.?..,}.~.~ .. ~ .. ~.?. ......................... . 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: '· ~ ' .. , .... "l> -,1' ~ .......................................................................... ~ .................... ~~~ .. -.~----~--~--~~ ~~-~ e J 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 designat~d by instrument under which estate is being distributed: Esther Hart,. Sister 1/4 $24,584.73 Erma Shock, Sister 1/4 24,584.73 Edna Gregg, Sister 1/4 24,584.73 Wirt v. Brown, Nephew 1/16 6,146.19 Myron .. D. Brown, Nephew 1/16 6,146.18 vaughn. E. Brown, Nephew 1/16 6,146.18 John .. E. Brown, Nephew .1/16 6£146.18 TOTAL DISTRIBUTION 98,338.92 ., ... .<J· COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANJA, ========= The above named Fiduciary or representative thereof, And your petitioner will ever pray, etc. being duly .. ~""?.~ .... doth depose and say that the facts set forth in the foregoing petition are true to the ~-····-····know ledge and belief. ~ll..;'.!ll..~.o.!:ll..l!I'.Jl'.~.Y.~~~ .... l!l~:r..I..9l!l~ .... J:l.J.I.~ ... ~ /?~dSubscrihf~reA:-1 • ;;:i~ht.p··oi; .. 4~ ..... Thi& .................................... ~ .. ~~~-~-....... lg.ll' .. Z. , Trust Officer Signature of tlll'irer .. t ... ~T .. ~-,r.<-................. -......................................................................................................... .. Title of Offieer ....................... ?: ...... r ..................... -........................ · , Office expires ........................ f.Zt./.:Z.. .. ~ ..... -....................... . ~ -· ,I •• J ... 1;-1 1·1 r. ·.:..: i:.; li Ul ,~ ......, .- ,., Jrtitinn @Jur .2\uilit IN TI-lE ORPI-IANS' COURT OF WASI-IINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES 1300 8 No ............................... of 196 .......... .. ESTATE OF ..... ~?..~_ephine_ D • Urbahns, Dec' d ................................................................................. . Death of-life.tenant FOR ...................................................................................................................... .. Ada Jane Hall on 1/13/71 ··································································································································-minor-incompetent-life tenant ':! -l! ················~~·······················································.:: ............................................ . ,. (I_ Counsel for the accountant shall submit herewith the following, if pertinent: 1. Will or trust instrument-attested. 2. Inventory. 3. Signed elections of items to be taken in kind- if distribution account. 4. Stipulation or certificate by minor approving account. 5. Praecipe for those represented. 6. Brief-for any question of law raised. John.E. Ploeger, Esquire .. ~.~~-t~~-~~~-h~-~~.i~.~-~-f.S2.1.9 ................ -............. .. Counsel for accountant. l t .. .....,. J • In t4t Qtnurt nf C!tnmmnn Jlras nf llasqingtnn Qtnunty. Jrnn.aylnanin. ®rpl1nus · Qtnurt flitrisinu ESTATE OF No. 63-68-1300 In the matter of the First and Final Josephine D. Urbahns, deceased Trust for the benefit of Ada Jane Hall, Life Tenant Account of Western Pennsylvania National Bank, Trustee ADJUDICATION AND DECREE And now August t-_ , 19_7!_, this matter came on for hearing, audit and distribution at this session and testimony token; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 9ti,33t1.92 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. . SCHEDULE OF DISTRIBUTION Balance per account. ________________ _ Additional debit asked at audit Additional credit asked at audit Balance: ____________________ _ Deduct Clerk's Costs & Receipi:ii-------------- AMomey _ _.....J.uo~Ub.un~F .. ,--J:;P..&.J.uo=e~g;=e..L:r:-....----------- Russell Marino, Agent, transfer inheritance tax:-Balance ta·x due on remainder due at death of life tenant Paid on account (credit remaining) Yet to be paid $ ·Interest due from 4/13/71 to 8/19/71 @ 6~ ' 199.68 Esther Hart, sister, 1/4 remainder, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Erma Shock, sister, 1/4 remainder, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Edna Gregg, sister, 1/4 remainder, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Wirt V. Brown, nephew, child of a deceased sister, 1/4 of 1/1+ remainder, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Myron D, Brown, nephew, child of a deceased sister, 1/4 of 1/4 remainder, credit to be ta.ken by the accountant for funds advanced prior to distribution by the Court, I 177.08 35.62 79.50 9703.78 r213B.91 i 2138.91 5534.73 5534.73 $98,371+.54 $98.338,92 ;$ N r . r -, ( r r r ,. I ( ' :) ~ _.. ~ .... +"\ a a· = ta & ~ ~ ~ ,. .. 0 > ... ~ n ,.::::J z n g. p 0 c CD <I) ~ 3 0 0 0 ... ... '"" nr ... 0 ... '"" :r CD .. r I I ' lit_) Vaughn E. Brown, nephew, child of a deceased sister, 1/4 of 1/4 remainder, credit to be taken by the a.ccountant for funds advanced prior to distribution by the Court, John E. Brown, neyhew, chilt of a decea.sed sister, 1/4 of 1/4 remainder, credit to be taken by the accountant for funds advanced prior to distributionqy the Court, .. .• . 553~.72 No balance .;;, •• <: .. -. ~-· .. ~ ..... •\ ' ' !i):f 0 ~ ~ ..... :J z i n ...... !) 0 :r c (1) )1 v-+• ;-~ 3 ~ 0 0 0 .... ..... ..... :+ ~ (1) ., ~ 0 ~ ..... ...... :r (1) t = N = ~ ~ ~ ~ ~ _-;' r- -~-• - .r''• ::;: cr ...., 0 :.: __ ; ~- ... I L IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In the Matter of the Estate of Josephine D. Urbo1hns, Deceased . . . . .. . No. · 63-68-1300 RECEIPT FOR ADVANCEMENT To the Honorable, ~he Judges of Said Court: I, ____________ ES_._IDH __ ·E __ R __ lli_~_R_T _______________________ , being beneficially interested in the above titled estate, hereby acknowledge to have received from WESTERN PENNSYLVANIA NATI()NAL BANK, Trustee under the Last Will and Testament of Josephine D. Urbahns Deceased, Cash in the amount of •.......................••.....• $4,000.00 and request your Honorable Court to charge the ·same to me in the Decree of Distribution to be entered in said_trust. In consideration of thi$ advancement being made prior to the filing and audit of a final account, I hereby agree to refund on demand all or ' any part of this advancement, or the value thereof, which may be deter- mined to have been improperly made. z>'-. ~ DATED this __ --L-7_-___ day of /J;t 4-a<../U , 19 ?/ WITNESS: _.....:::c;;~~=~~·=-===--L64d-~=~----(SEAL) ESTHER HART I . I IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA · In the Matter of the Estate of Josephine D. Urbahns, · No. 63-68-1300 · Deceased RECEIPr FOR ADVANCEMENT To the Honorable, ~he Judges of Said Court: I, ___________ E_RMA ____ s_H_O_C_K_-_________________________ , being beneficially interested in the above titled estate, hereby acknowledge to have received from WESTERN PENNSYLVANIA NATIONAL BANK, Trustee. under the ·Last Will and Testament of Josephine D. Urbahns Deceased, Cash in the amount of. .....•..•...••...•••...•.....•. $4, 000. 00 and request your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said trust. In consideration of this advancement being made prior to the filing and audit of a final account, I hereby agree to refund on demand all or any part of this advanceme~t, or the value thereof, which may be deter- mined to have been imprope.rly made. DATED this_1 ...... -~-· _____ day of 111u:vvcL 1 19J....L._. WITNESS: -~~.....,(~~;.....:.· ....;;;...;..::::;.....,..::ffi~-~J:::::..· ~...\,o'/c..._ ______ (SEAL) d~£~~ V1U~.J i :·:~. :-~::~xs~=~ff ?wtary Publit:, A·J~:Iaiz:;; Ccunty, Ohl~ i\~y (:t.mnmssim: t.xpi:es S;:pt. 1:9, l9T~ ERMA SHOCK IN THE ORPHANS 1 COURT OF WASHINGTON COUNTY, PENNSYLVANIA In the Matter of the Estate of Josephine D. Urbchns, Deceased .. . No. 63-68-1300 RECEIPT FOR ADVANCEMENT To the Honorable, lhe Judges of Said Court: I, --~----ED ___ N_A __ G_RE __ G_G __________________________ , being beneficially interested in the above titled estate, hereby acknowledge to have received from WESTERN PENNSYLVANIA NATIONAL BANK, Trustee under the ·Last Will and Testament of Josephine D. Urbahns Deceased, Cash in the amount of ........................•.... · .... $4,000.00 and request your Honorable Court to charge the same to me in the Decree of Distribution to be ~ntered in said.trust. In consideration of thi$ advancement beir:g made prior to the filing and audit of a final account, I hereby agree to refund on demand all or any part of this advancement, or the value the·reof, which may be deter- mined to have been improperly ~ade. DATED this ___ S ____ day of_.;;.~--~--C"_6 _______ , 19_LL. WITNESS:: ___ ft_. -~-· __ --~'--_ __.:.._Jj_N--r~-f::f}~V-"-.5;',_·····_·· -· (SEAL) EDNA GREGG ()(ji_ ~ ... ··~~·~-'~ ... ·--I .. · ·NED F: ·G:iEG.G, ··r·!at.;ry !'untie """ ~1y. Commi~sion &~ires NJvember 29, 1973 r; .::' .. .>;.:;.'~.-.;,:=.-""l,;;,~u ... i.:,J'....:;;n_.<-.'i:, ,;;,;...;:,,_>..:0~<"-'•""~"'''-""·~d:.'.'-'··~..c•-"'-<-'''•'M,;:;:o.c...: ..• ~~--.'"'-""-',"''~'-M .,.,, ·,:·F• -Z''''; -~·;_v. '-'·--·~,4~·'•'·--'"'·"c · .•• ~""-"" '·:·'-~~'·' >-.: ~"C'-c>•L~. -: •c :;:."·-· •. o .. ~.-.;:c ;;.::, •.;):·~:, o •.·i~•·t--·:1 I ! IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA · In the Matter of the Estate of Josephine D. Urbahns, Deceased . . · No. 63-68-1300 · RECEIPT FOR .ADVANCEMENT To the Honorable, ~he Judges of Said court: - I, __________ w_I_R_T __ v __ ._B __ RO_WN _______________________ , being beneficially interested 1n the above titled estate, hereby acknowledge to have received from WESTERN PENNSYLVANIA NATIONAL BANK, Trustee under the ·Last Will and Te.stament of Josephine D. Urbahns Deceased, Cash in the amount of. .......................•..•.... $1,000.00 and request your Honorable Court to charge the same to me 1n the Decree of Distribution to be entered in said trust. In consideration of t~is advancement being made prior to the filing and audit of a final account, I hereby agree to refund on demand all or any part of this advancement, or the value thereof, which may be deter- mined to have been imprope[ly made. DATED this ___ ..::~=-~----day of ~ I 19l I . WITNESS: -~----:::;;..;hl:;....::~~-=V.........._. ---==d3~~~-=-=-::...=·;,_--~_~ ---_(SEAL) .WIRT V. BROWN IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In the Matter of the Estate of Josephine D. Urbahns, Deceased . 0 .. 0 No. 63-68-1300 RECEI?T FOR ADVANCEMENT To the Honorable, ~he Judges of Said Court: I, _________ MY ___ RO __ N~D_. __ B_R_O_WN ______________________ , being beneficially interested in the above titled estate, hereby acknowledge to have received from WESTERN PENNSYLVANIA NATI(JNAL BANK, Trustee ·under the ·Last Will and Testament of Josephine D. Urbahns Deceased, Cash in the amount of. ................... · .......•..•• $1,000.00 and request your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said.trust. In consideration of thi$ advancement being made prior to the filing and audit of a final acco~nt, I hereby agree to refund on demand all or any ~art of this advancement, or the value thereof, which may be deter- mined to have been improperly made. ~· jJ, ~~ / DATED this ____ ~~~---------day of ___ 7~~~~-~/.t~-~e~~~-----------' 19 7/. ___ ·)n---!..::·i-f-~~~~;__· ·--~..:__~..:......=.. ___ (SEAL) (/ MYRON D. BROWN JOSEPH A. .MARm4, Notary Public · · For lorain County, Ohio '1~ Cammission Expires Octebtr 31, 1912 I, • •• e '.,. I I IN THE ORPHANS 1 ,.-COURT OF WASHINGTON COUNTY, PENNSYLVANIA In the Matter of the Estate of Josephine D. Urbahns, Deceased . . : . . No. 63-68-1300 RECEIPT FOR ADVANCEMENT To the Honorable, The Judges of Said Court: I, __________ V_A_U_G_HN ___ E_. __ B_R_O_WN _____________________ , being beneficially interested in the above titled estate, hereby acknowledge to have received from WESTERN PEm~SYLVANIA NATIONAL BANK, Trustee under the .Last Will and T-::stament of Josephine D. Urbahns Deceased, Cash in the amount of. •.•.••.....••..•••..•.•..•...• $1,000.00 and request your Honorable Court to charge the same to me in·the Decree of Distribution to be entered in said trust. In consideration of this advancement being made prior to the filing and audit of a final account, I hereby agree to refund on demand all or any part of this advancement, or the value thereof, whi'ch may be deter- mined to have been improperly made . . \ 'II DATED thi s ____ _...\...:.'...;::~~~---da y of·-----~-· -+-=ll..l.:::.IJ'!.3.::d'o~<: .... &~..__-----' 19 ----LL_. WITNESS: ___ q}::......:~~~_;.__· ...::!?;;.;......· ....:..~=-=· :;.:....:::..;:~ ___ (SEAL) VAUGHN E. BROWN r I l I : J ' ' I I I ! ' .. . . e IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In the Matter of the Estate of Josephine D. Urbahns, . . . . Deceased : No. 63-68-1300 RECEIPT .FOR ADVANCEMENT To the Honorable, The Judges of Said Court: I, --------~-J_O_HN ___ E_._B_R_m_··-~-~-------------------' being beneficially interested in the above titled estate, hereby acknowledge to have received from.WESTERN PENNSYLVANIA NATIONAL BANK, Trustee under the Last Will and Te=tament of Josephine D. Urbahns Deceased, ,. Cash in the amount of •..... • ••...•.....•.•..••.•.••• $1,:000.00 ("'t ~ ... .. and request your Honorable Court to charg~ the same t0 me ~m '-: th~ecree of Distribution to be entered in said trust. ~-: ;... , .J. . ~ . . ·- -. :.... I "'• uJ \.--' ... ~. . ' In consideration of this advancement bei~g made pr1or to the-filing .l . ::.l . . and audit of a final account, I hereby agree to refund on dem'and all or ·- any part of this advanceme·nt, or the value thereof, which may be deter- mined to have been improperly made. 8~ ~~--·--v4 DATED this ____________ . ________ day of~ __ / __ F~--------------------' 19 7/ WITNESS: ., ........ ._.____... __ ,...,.. ... , .+P ....... ......,_..,. ___ .. _ _..._._ ...... ________ ~,, .. .,_ .... ---~--.........-~-----.,...---,....---- f.. .. ' 0 '"'f •• . e ' .. . .. ("') 0 ::::;:.::: --· --.. ... [_ ... -... -o r-· :;;,: !:> (/) 0 :''"'-:-tt I,: : • l : .. _.~.· '· __ _j Oi-FICE OF" nn: l"HE SUM OF ........... . Of.DUCl"lONS ALLOW[.D II'; J ~3 ~tJJ1v) ~ t• • Form ~1('"'_.,· • .oil ' • '11"'" "' RFCICTF.:R OF Wll.L6 {;. 3-"ff-/U'OO STATEMENT OF DEBTS AND DEDUCTIONS ?. .. ~ 1.0. -7. f. Al'iU AGEIH 01' THE> COMMONWEALTH Josephine D. Urhahns LATE OF--~M~0~1~1~0~n~q~a~h~e~l~a~------------------ 6/5/69 10/2/68 DATI: OF FILING AI'PI:V.ISEMENT -------------DATE OF DEATH -------------· -~··----- OAT!! NO. OF NAMIL OF PAYEE REMARKS Al>iOIJNT VOt...•.:)·UOM .. ,-- Administration Ex~enses J_ I 2ooloo _11/12/6~-1 Joseph Gilmore, ,Jr. fee for appraisal of house- --~ I hold goods & automobile '"·- r----_1.8 5.Q J.J.Ll.E Lb8 Reoister of lillls nrobate o-F Will _}-2/17(68 Washington County Eep_?rts advertising of Letters 14l00 .. _lfl/89 A.bravanel Furs, Inc. sto~age & shipping of furs 89 02 ~ l/l5r9 Monongahela Publishing Co. advertising of Letters 12l50 Field & Clarke, Inc. public liability insurance 1/15 69 ·-covering 1121 Try St. 3roo 1/28; 69 Abravanel Furs, Ir.c. shipping charges on nutrea r· 1 coat & natural ranch mink I iacket tn EsthPr Hr:~rt sloo 6/12; 69 Register of Wills i cost of filing Inventory ! : ~- $4.00 additional cost 24loo Grant of Letters $20.00 -I ___ l ___ 8/28;,70 John Ploeger, Esquire professional services rend. 7,8soloo -. -·--+ 8/28170 Western Pa. Nat'l. Bank I Executor's compensatiC?n 8,62sloo Preferred Claims --_r -12Ll2 !/68 Lena Schumacher~ R. N. professior:al services rend. goloo 12/12 /68 Anne Nath, R. N. profesiJional services rend. . 6~l_Q; I 12/1~ /68 Pharmacy Inc. I balance due for prescribed I I -· I medicines 25 8G I ---- 12/1-t:!-John A. Vesely, M.D. ! medical services rendered 482 5_0 12/1 /68 Drs. Ruben, Underwood, j balance due for nv-ofession;:dl ---Ruben & Pirris services rendered 100 00 r--· 12/2( /68 L.M. Frve Funeral Home funeral services $2 678.0)_ +--· headstone 110.0 ) 2,788l00 continued I~ COMMONWEALTH OF PENNSYLVANIA I COUNTY OF Allegheny jsa: 1, Eugene S. Bender, Trust Officer, WPNB HEREBY CERTIFY, THAT. TO HIE BE6T Of" FUNER~l. EXPENSES AND EXPEN!II!:!I 01' --~DEC&:A!IEO, AS DEDUCTION!> f'OR r ..... - I F"!'rm P!; C ·lG • ~t..,.. , page 2 DEDUCTIONS ALLOVvf.O II'< OFFICE OF TH[; REGISTER OF WILLG STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ........... . DATI;: APPROVED ....... . COUNTY AND AGENT OF THE COMMONWEALTH Reol•ler ol Will!. Ao<ol ESTATE oF Josephine D. Urbah:1s LATE oF----~---...,....-··-=---~--------· Ol."fE OF FILING AFPAAISEMENT ----------DAT5 OI".DEATH ---~-------------·---- OAT£ 110. OF VOUCH lift NAMi OF PAYEE REMARKS AMOUNT 7/29/I I Montefiore Hospital services :::::-endered 15!.5o - 1sl6o 10/_7 /_E 9 Norman c. Golomb, M.D. professio:1al services rend. Other Claims I - West Penn Power Co. light service 10/29/68-r;l 1~ 12/12/68 ~ v Equitable Gas Company service 10/31/68-r~ ~-gas 20 1L/L..:5/bts ~ v --· ,__ __ 12/12 68 Treasurer of Washington :delinquent 1968 tax for County lot No. 66 13 .20 --· ··- 12/18; 68 Municipal Authoritv of the sewage charges for 1121 Street --;;-- City of Monongahela I Try 26L 12/19/ 68 Bell Telephone Company of i ' phone service 74 .80 I ' Pennsy1.van1a, -~ 1/15/E 9 Gene DeLattre Refrigeratiori furnace repairs 035 Co. I ' I I ---1-·--- 2/5/6( Joseph Horne Co. purchaseE 4~ 4/15/E 9 Internal Revenue Service balance of 1968 individual 135,. 91 income tc.x r= I 5/15/E 9 Willowbrook Pet Ce:netery burial of pet dog 198LOO -~-Real Estate Expenses for 7d8 Sampson St. Property ·--- Didion Brothers, :.!:nc. I balance due on contract to ' i ~ ~'~~\}AA I ~'A ·--··--··· . , .. ~ ...... ---~g~~~~~~~272 ~~~0Sampson st.: I , i 30 /. s.:l· 6°1 -. -·-~ -;7~:~ ... ~ .. ~-~t ~-:~-~~~c~r-- 11/14 69 Smith & Dougherty insurance premium cover1ng · -·--·-: · j ---·--~· ..•.. ~ .'._i~ ... ·-' -· • Sampson St. dwelling under _,.·.~ ~· ' construct1on 36 70 ---1-·-- Municipal Auth. of City of ~PV.7riflP rhrirnpc:: nd 11/22/68 .J ..-=.. Monongahela 4/24/69 25 5~} -·· - COMMONWEALTH OF PENNSYLVANIA }se: continued COUNTY OF I, HEREBY CERTIFY. THAT. TO THE BEfiT OF '-CY I<NOWLI!:DGE AND BELIEF, THE!: FOREGOING IS A .·usT AND TRUE SrATEME:NT OF DEBTS, FUNERAL EXPENSES AND EXPENS~G OF ADMINISTRATION SUBMITTED TO THE ESTATE OF IN .. ERITANCE TAX PURPOSES. .:;1 ... T/, ~~RN AND SUBSCRIBED BEFORE ME THIS ~ ~-~ "/, ·~c. ~'"---""" ..// (11 . .....<-...: MARY CO I NOlARY PUBLIC PITTSBUR H. AllEGHENY COUNTY MY COMMISSION EXPIRES APRIL 9 1973 Member. Pennsylvania Association of Notaries . "ECEA!I£0, AS DEDUCTION~ FOR -CL. 5.1 DAY 01" ..... r· .. • F:,,, r:-..:C·lO . page 3 . --:' ~ .. ~',, .... OF OFFICE OF THE REGISTER OF WILLS Washington couNTY AND AGENT OF THE CO~MONWSALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ..•.•....... $ ....... OATJO APPROVED ....... . Register of Wills. Agent ------------------------~------------------------~------------------~------- CST ATE OF -~osephine D. Urbahns LATE OF----------------------------------------- DATE OF' FILING APPRAISEMENT ------------------DAT!i OF DEATH---------------------------~ ----· -------- OAT!r NO. OF NAMS: OF F'AYEE REMARKS! All4~ VOUCHI:Jt '"" I Equitable Gas Company gas service 12/30/68-/(71 os) 5/27/69 ~ v ,_,.--~ ' West Penn Power Co. I electric service 12/30/68-/\17 66 1/28/69 "'-.... / 1/2/69 Western Pa. Nat 1 1 Bank fee for appraisal of Sampso - St. property 50 00 2/2/6~ Monongahela Publishing Co. sale ads. 12,74 2/28/ p9 Daily News Publishing Co. sale ads. ~~- 3/27/ b9 Smith & Dougherty, fee for appraisal of Sampso) 25 00 St. property 4/17/ p9 Expenses on Sale of Propert .v -708 Sampson St. 1. 3k mos. taxes I (;_8 ~ 2. 1% Deed Transfer Stamps '28o~~o I 3. Re-recording . I Flrst Deedj from viTestern P3. Nat'l 13ank to Mrs. Urbahns 7 75 L 4. Western Pa. Nat'l Bank I 1,680 [ -6% real estate service 1"'ee -- I I _, I COMMONWEALTH OF PENNSYLVANIA } COUNTY OF-------------------sa: I, -------------'--------------------------------------HEREBY CERTIFY, THAT. TO THE BEUT OF MY I<NOWL!OGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF' DEBTS, FUNERAL EXPENSES AND EXF'ENS!S OF ADMINISTRATION SUBMirTED TO THE ESTATE OF ---------------------------___;-.0ECE.A8ED, .AS OEDUCTION5i FOR INHER:TANCE TAX PURPOSES. ..... . ~ ·o( ~ ------.,-------------:---(L. 5.) SW~FORE ME THIS _,:::d';...._<-___ ,OAY Of' ---..,...----1 g 7 c5 ~~jc-=·- MARY co~. N~T~Rv PUBLIC PIHSBURGH. ALLEGHENY COUNTY MY COMMISSION E.\I'IRES o\PRIL 9 l973 Member. Pennsylvania Association of Notaries - -- -· - - - 'Vd ··oo NOl~NIHSV!t\ Slllh\ JO U11Sl~3}J 0 H \ ti 'V' 'i'l Yi J ~~ S n t:J 130 OL . ' . ' r c~ 'lrl '\.!1.[' • . -I 4 ' -.. ' -•• ·' .~· ... ,.! •. ... . . I· Form RCC-33 COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF ...... "V:!i:!.!31:.~!1.9..1:.<?.? ........................................... .. I~WORTANT: 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 ___ th~ __ Ini)Elritance __ ~n~ .E.~t~te .T.a;x: J\ct of 1~91.) ...... ~.~.:.:.:;~~ ... ;: __ ,;_;;:~;;~ ~~ .. --......................... }:::::;~: OF (State full name of decedent) ....................... v.J..9:.S..h.ing_ton. ....................................................... County ~ Late of County of .... J?enn~y~.Y-~.!:.1:.~.~ ..................................... } ss: .... Wa~l:l .. i,ng_t..9.r:L ........................................... . State of .............. . ..~h9.~?.:.S. ...... -! .. ~ ....... W..t~.S..9..l!.c .... ~!:.~ .. §.t. ...... .9.tt..,t.._g.~:r::.f. ....... W..~S. .. !:..~.~.!.l: ...... E.'.?: .. ~ ....... ~?.:.!:. ... 1 ... ~ ....... J?.?.::t?~... ................................. Eseeutor ~J!~x of the estate of the above-named decedent being duly sworn, depose and say Decedent ·died .......................... .Q.gJ::..~~~~···" ......................... (~y) ......... , 19 .. ~·~!~·····{ :~~~aving a :ast will, copy of which is hereto attached. } Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .. :E:;~g~p~-~-~--:I:}~_pg~:r::, 'l:'f..:tJ.9t. .. ..9.t.Jt.~.§.:t:"~.. Western Pa. Nat'l Bank . !? ... · ... 0 ~-.. ~Q~ .. :n 9.0., .... Pi.t.t.$P1JX9h-~.. .. :1:>9. ~ ........ +.~?_3 0 ....................................... . That as such Executor ······················································ depoient is familiar with the affairs of said estate and th~ .property con- ( l•:x.,cu tor-Adm inislra tor) stituting the assets thereof and their fair market value. That at the time of death there was no sde deposit box registered in decedent's individual name, or jointly with, or as agel)t 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 INSTITUTIOr.l .. . THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Western Pennsylvania Nationa1· Bank Mrs. Jose_Qhine Urbahns (Monongahela Office) That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached ~eret·Co and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of n:c•rtgagee, date, rate of inr.erest, 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's .immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, w:,ether individually, or in trust for ........ "" " ~ any other person or persons giving also se·parately the accrued interest thereon, if any,~down~.to the last ~ ~ \ •• t. ~ interest day prior to decedent's death in the case of savings banks, and to the date ~o!:_d~!?edent' s death in all other cases; all bonds, postal savlngs, treasury certificates or notes and o1}1rer'_:ev:idence ofJiit- debtedness of the United States to the decedent; all obligat~ons, whether by statu~e of'agree~ent th;y are designat_ed_as tax free, of the United States, or any state, or political subdiv~iol'l:~~tereof, ?~_.;of'_ any foreign country, which are owned at tne time of death; all wearing apparel, jewelr~(;sl~:.~y~ar~,. :P.i_c:.:·.~ tures, books, works of art, household fu::-ni ture, horses, carriages, automobiles, boats,.<'an~:!:·any.-a:pd ·al.l /1.-<"f'Jr ' • ,. other personal chattels of whatsoever kind or nature, left by decedent, together with the 'f!!;~rl:y·.es tj,~ated . •u,,p ... market value thereof; all bonds and mortgal!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 re~ons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici'·:!s carried by decedent; all annuity ami 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 securir.ies owned by the decedent at the time of death, with the market value thereof at such time. ,. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal·of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to _each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by_ each transfe~e~ and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrwnent of another, with a copy of the instrwnent creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement 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-in the name of the decedent and others, plus the date and place of record of instrwnents effecting the vesti ture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, to~bstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and 1mpaid at time of '\ . death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", have been carried forward and properly registered in the Summary. "E", and "F" as directed therein,- Subscribed and sworn to before me this ................................ . . -~~:.0~~~~~~···~···············;:~:~~~ ·. i·f.t'r.l'e~~~RGff,;AllEGH.Eftf:'COUNlY :.; (.(;OiA-Jl'llS31Cf):c:~FiRtS }·AP.Ril 9. 1973 WESTERN NATI ONA.L BANK E4ECUTOR ... ~J .. 9. ..... f..i.J.t.b. ..... lf\:v..e ..... , ..... M.c.Ke.e.s.p.o.r.t* ...... P.a .• (City or Town and State) -' , ~ ...... I ~,, '• .. <i~luOilNb~~YIVa)3~"i6~i:kati~q~~~W1daffidavit 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 se~urities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the ~summary" has been properly completed as above-directed, .. RCC-34 (1·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS. TRANSFER INHERITANCE TAX RESIDENT DECEPENT SCHEDULE "A" · REAL PROPERTY ., * • ' Real property in Pennsylvania, with statement of r.~ortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property hdd by the .de.cedent· as tencnt in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!'lwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acci.ued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. ALL that certain parcel of land situate in the Third Ward of Monongahela City, Washington County, Pennsylvania being lot No. 66 in the Home Place Plan. A.s recorded in Plan Book 2, page 190, and recorded in Deed Book 1274, page 726 Having erected thereon a one story brick dwelling~~:am~~ -~. ~ fJ.) (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) ESTIMATED MARKET VALUE tJI<'h~. $28,000.00 ========== (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) I .rtCC-3:-Jb-RI ·COMMONWEAL'l'H OF PENNSYLVANIA TRANSFER INHBRI'rANCE TAX RESIDENT DECEDENT .. SCHEDULE "D" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by th~ decedent, at the time of his death. Property c•wned by the decedent jointly with another or others must be listed under Schedule "E", Intarigible personnl property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be liste·d first (e, g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said caJ:acity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. ----~------~------------------------------~----r---------~-------------- Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) ------+----------------------------------------------------+------~-------------+------------------- Cash Western Pennsylvania National Bank (Monongahela Office) prcceeds of checking account No. 042 352 815 Western Pennsylvania Natio~al Bank (Monongahela Office) Christmas Club 584 shares Delaware Fund, Inc. conunon@ 19.09 4,640 shares Diversified Investment Fund@ 10.73 Diversified Investment Fund, proceeds on systematic cash .wi thdr,aw:al .Sept. check Diversified Investment Fund, balance of cash in account 3,702 shares Fundamental Investor's Fund @ 12 .165 Fundamental Investment Fund, proceeds on systematic cash withdrawal Sept. check Fundamental Investment Fund, balance of cash in account · Washington Motor Club, refund Dow Jones and Company, refund on Wall Street Journal Doyle Stationary, refund National Geographic Society, refund (continued) 2.11 ) ~-Vf-!1-J . ~v'! r~210.60 y / 960.00 J I 11,148.56~ \ 491 787 • 20 -" 250.00 6.73 45,034.83 ~ 250.00 9.68 14.00 ... 11.76 " 19.95. .30 Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of tlbis return. RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangiUe and intangible personal property o.wned individually by the decedent, at the time of his death. Property owned by the decedent jointly with anoth~r or others must be listed under Schedule "E". Intangible personal property, titled ir. the nl'l.me of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts,. must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule~ Item NO• ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) Smith & Dougherty, Real Estate Company, returned premium on insurance One (1) lot household goods One (1) 1962 Linco~n automobile One (1) lot furs Purchase Agreement between Josephine D. Urbahns and John K. Walsh for property situate at 1121 Try Street, Monongahela, Pa. Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. . o"J 'l, 45.00 l1lf"f 1 4, 661.00 oK/, 1,210.00 oK,A;1 2,300.00 o4-tJ. 30,000.00 X X $149,921.72 / RCC-330 -RI COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest, vested, contingent or other- wise, in estate.) Mrs. Erma Shock 223 N. Wagner Ave. Wapakoneta, Ohio Mrs. Jean Walter R. D. No. 1 Tiffin, Ohio Mr. Thomas R. Gregg 5 Parkview Dr. Berea, Ohio Mrs. Joan Hemminger Green Sorinqs Ohio Mr. & Mrs. Eugene Hart P. o. Box 204 Green Springs, Ohio Mrs. Edna Greqq Rt/1 ·sycamore, Ohio Mr. & Mrs. Ned Gregg R D. No. 3 S~u:::amor:e. Qh i () Mrs. Esther Hart R. D. No. 1 Green Sorinas. Ohio Mr. Joseph R. Didion 53.~R ~1a~~r~ve. "R~=~ te Pa. .. SCHEDULE "D" BEJ\EFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or TENANTS OR INTEREST OF illegitimate ch:ldren DECEDENT ANNUITANTS BENEFICIARY are involved, set STATE YES AT DEATH OF IN ESTATE forth this hd.) OR NO DECED~NT sister yes specific friend yes specific friend yes specific friend yes specific -- friends yes specifics - sister yes specific -friends yes specific -· ~ -. sister yes specific friend yes:!:l1 specific -··-Deponent further says that all the above-named beneficiaries are living at this time with the exception of:- NAME DATE OF DEATI{ RESIDENCE NONE IMPORTANT-SEE REVERSE SIDE Will Administra~oq ~ l';q, .................... Ye;u-.................. . IN THE ~~~TIER OF THE APPRAISEMENT Of THE ESTATE. OF Deceased Late o.f ......................... . County of ........................................................... . Co_mmonwealth of Pennsylvania REPO~T ANI). 1\P.PRAISJ\L i II; (Executor-Administrator must complete "As Reported" column #1.) C') ..., 0 "' "' ....:J, ~ ~ ('!) f:%j "' .... llO c;r ~ "* ~ ~ -T.n ....:j '"C ::0 ..., (!) ('!) llO ..., llO :::3 lS -~ :::3 '"d ('!) llO ..., ..., -0 "' "' _....... t;J) n ?" r5. • ......,. ~ ' '"d ('!) ..., ..., .g ~ ~ ~ --t;J) t;J) n n ?"· ?" o:; >; • -- ~ "* -fn-~ ~ "* t;J) c ~ ~ > ::0 >-( _....... > "' ::o_ ct>,_. 'g-..., .... ('!) c... - ........ > "' t:l. ~.~ ('!)~'-:) ...,_ 2. :::3 ('!) c... II i' ,--------------. . .. lreC-37 (12-f.l) ("t)!\1 !'Ill ):\'"\\"EALT! i U ~-i "!-::(~ :-; YY L\NI.o\ TtiA :\'SFER 1<\ln~RITA:\L'E TAX ltE.SIDE:XT DEL'El.lE~T . BENEFICIARIES AND ADDRESSES ·state full names and addresses of all who ( h ave an interest, vested, contingent or other wise, in estate) Mrs. Geraldine Thompson Mononqahela. Pa. Byers Memorial Library Monongahela, Pa. ' Western Pennsylvania National Bank, Trustee ·- • ' t .. . SCHEDULE "D" BEl'\EFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate ch;ldren DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH friend yes specific soecific residue ' .. .. .. _. 1- D.eponen.t furtheT 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 D< THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF . .J.?..l3 -~ P.f.l ~-I1. €:! .. .P.. ~ U: :r:-1:>. Cl.?.r1s Deceased }. Late of .......... ~().I?-.?.?.9.~~e la County of ...... V\Tei.~.llAJ:lg:t:<:>!l .. . Commonwealth of Pennsylvania REPORT AND APPRAISAL ~-~ ~ .., ? rr; ;;.p """""""' Cf? c;j <::::: c:.._ ::C-(f'; c:: ,...._ ,;:.. (.0. ;,-, -f. John F • .;;PI.Qeger, "E"SqQ-+.re G'.~ ru. " . r q 784 Graa.l=-~~\,l,+ldin.g, Pittsbu~h; ~Pa. 152W; .. '1'1 ::t:: -n .. q ~ ~:.,. :: ~~~ ~ r-: ~· ""Dr=~ ~t;nQ '""-' c...u ~' ·, ,.. ·-·~-- 'I' ; . ill .:......_, __ -~ (Executor-Administrator must complete "As Reported" column #L) () ..., 0 "' "' >-:l ~ I» 0"' ro trl "' ..... I» ..... ~ >-:l ..., I» ::s "' ....... ~ .... "' w ?" q '"0 ~ ..., "' 0 ::s a. '"0 .... 0 '"0 -~ .... ..... '< en (") ?'" ~ !:C ~ a. '"0 ..., o· '"0 ~ .... ~ en· c: ~ s:: > !:C en >-<: (")· ?'" > : ~~-GI) ~~~ 1--' -....) -....) : .... : 1.0 ::rv :1--' :-....~ :rv ~~-GI)~ ~"'-. "'N. ~ ~ :" '"-.l ~ :1--' . -:.~ :.[\.)> :: 1.0 : OJ Ch. :.. :.. !:C :1.0 :o ~:·[\.) :0 '0 --'1--''00-. . ... . . . . ,..... :-....~ :0 ~ :rv:o.:::: .:P.-oo ': -:~ ~ > :....~~~"' :' 'J \ \) t:l : : rt_ ~ :~ 2" lv :~:L'3-,,,q =· :~:0 g_ ~:o- ., .; II .. .. , N2 10379 Washington, Pa.J;t;~ .7---' t)', 19_1f_ OFFICE OF CLERK OF ORPHANS' COURT DIVISION County • · • • • $ State, etc. • • • $======= CMof/'"''~ Per ____ ~~~---------------Total • · • • • • $ YJ_.#-tJ :jorm RCC-33 ... ;. COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT C UNTY OF .......................... .WASHI.NGT.ON ....................... . HfPORTANT: must 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_In}?erit~tnce .. an!f:E_St!ite Ta,x Act of 19§1.) IN THE MATTER OF THE ·ESTATE OF } AFFiDAVIT OF ___ ;[Q§eR"~:~~!:~;::~~L~·;--_ ________ ==-.,. Late of ....... .... ............ ........... . . . .. . . . . ..... .. ... ......... . ... .......... ..................... County ::.:· .; -::::~~~~::~::::::~~~~--_-_} "' ~-~-g-~_!.l:_~-----~ -~---·····:!:3.-~.1!.9..~-~-'-· .... ':l:'J:~.~-:t. ..... .9.t..f.!.g __ ~_:J;.f. _______ w..~.§ .. t.~ .. :r;.D.: .... .?..9.: .!.., .... N9.:.t. I .:!:: ...... !3..~-f.l:~---····· ·-····· Executor of the estate of the above-named decedent being duly sworn, depose and say october Decedent· dJed ................................................................. . (Month) 2 ........... , 19 .... §.?. ........ ,F testate .leaving a last will, copy ~f which is beret~ attached. } (llay) (Yo:ar) LXO«~K o t herN::etha::i :::r:::r::e:tttao;;:: ::} · ~<?P~.r.t. ...... G. ! ..... 1.\t::.Y.J..§!.J),.,_ 'J.';J;.1J.!?. .. t. ... .Qf.f. .. i.G.~.;J; .. , ... W..P..NI.3. .. . whom all correspondence should be p • 0. B<;>.:X: ___ }3~_q,_ -~~~t:.~:J::>U.J:.9.?.t. .... J:>C3.~---_}~_?.}_9, ... u ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• mailed. That as such Executor deponent is familiar with the affairs of said estate and the property con- ( J•:xt!f':U tor·Aflrninistra tor) 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 o( the following:- ==============================T===================~7,==~-======= NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ~~~~~~~~~~~--~~--~-------------+~----~----~~------~~----;-------Western Pa. National Bank Mrs. Josephine·urbahns (Monongahela Office) That the contents of said safe deposit box or boxes are itemized rmder Schedules ____ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in-·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns pro·1ided therefore the assessed valuation of each of said parcels, the estimated market value thereof as o:~· date of death of decedent. That Schedule B attached hereto and ma·ie part hereof sets forth fully and in detail all personal property wheresover situated owned by the decede::tt at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate poss~ssion, standing to decedent~s credit in banks of deposit, savings banks, trust companies, or ether institutions, whether individually;-,o·r in trust for any other p·erson or persons .giving also f?eparate!l..y the accrued interest thereon, if any,.)iown to the last interest day prior to decedent's deabh in the c~se of savings bariks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certifica'tes or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the .United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, l.eft by decedent, together with the fairly estimated market value thereof; all bonds and mortga~tes hE·ld by decedent and of all claims due and owing decedent at the time of death, and all promissory notes C•r 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, .~nd if such estimated fair market value be less than the I face value, it sets forth briefly the reasons :tor such depreciation ·as to each item; all moneys payable to the estate from life insurance polici-es carrled 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. ··''·" I ...... ....J ,. ~ "'·· In the case of securities of close or family corporations, the values reported are as far as possible substanti.ated 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 va.lue 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 true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by. each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. TherA is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instrtwents effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of ~ .. death; taxes accrued charge.able for period prior to decedent's death. (except. those_ allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the a<r~ ................................. '('? / ........ 19 .............. . ............................................................ ¥.. i~··;zi ... "'fiFi'!Y··pt;BtiC··· Not~T-M\.!·,Plu'B,1ic::: mY cO,'' . PI .. I{ 111 . ' ' 373 MY COW::,.·, ll .. , <~•, ,,1 RIL .. •· . . , s'lc·,. t·onof No~anes Membf' ~ •·'.5Y'"2'•ia . .< . ' Summary. WESTERN PENNSYLVANIA NATIONAL BANK EXECUTOR BY•!x~~:: ·························································································-···························· ... ~·--····-.. ·· (Street Number) -~-~ .. ?. .. ~ ...... ~.?.~ ... }}.~.9. .. ~ ...... ?.~.~-~.~?..~!7:.9.h.f. ...... P.~ .. ! ...... (City or Town and State)· 15230 NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. \ ./ RCC-35 • COMMONWEALTH OF PENNSYLVANIA "' I TRANSFER INHERITANCE TAX RESIDENT DECEDENT SC:-IEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Inta~gible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to p,Q.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, automooiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate or or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. ----~...._ __ , ____ ...._...._ ____ ...._ ____ ...._...._...._...._ __ ...._...._...._...._~...._...._~...._--------~-------------- Item NO• ITEM List and describe fully Western Pennsylvania National 3ank, Trustee Under Will of Josephine D. Urbahns F.B.O. Ada Jane Hall #2-5933-7 Remainder interest as of date of death of Life Tenant on January 13, 1971 as follows: $25,000 U.S. Treasury Bills, due 1/31/7~ 1,000 U.S. Treasury Bills, due 1/31/7~ 6,000 U.S. Treasury Bills, due 2/28/7~ 5679 units Western Pa. National Bank c Collective Income Fund "A" @ 9.8322 Cash Insert this total opposite "Personal Property", Sche1ule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 23,459.88 ~:J·.J.3,{Sq_f1' 94 7. 4 7 ~lfh, qc./7. 17 5,663.09 ~~,,.~ .5; (p(, 3.09 55 I 83 7. 06 ~~c). S'0; ~d J. Oi. 7,685.06 $93,592.56 y======== h • RCC-37 (12-63) C'S)I\tl\tON\\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who 3.ve an interest, vested, contingent or other wise, in estate) Esther Hart R.D. 1, Green Springs, Ohio 44836 Erma Shock 223 N. Wagner Ave. Wapakoneta, Ohio 45895 Edna Gregg -Rt. 1 Sycamore, Ohio ......... SCHEDULE "D" BENEFICIARIES RELATIONSlHIP SURVIVED (If step-childr~n or DATE INTEREST OF illegitimate cl:ildren DECEDENT OF BENEFICIARY are involved set STATE YES IN ESTATE forth this ~teL) OR NO BIRTH sister yes one-third residue sister yes one-third residue sister yes one-third residue - Deponent further says that all the above-named benefi-::iaries are living at this time except below: NAME DATE OF DEATH RESIDENCE / f' .:::::/ Will ( Administration ~ No. 1.~,()()_ Year -.1..9..6.~ Dl THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF _ .J..9!?_e.pll,j,._r1_e._ D. Urbahns ........ _ Deceased Late of . M.91:19.J:lgCi_lle.J.a, ........... . County of . W.<;:~,_!3h,ipgt.9.:P .. Commom\·ealth of Pennsylvania REPORT AND APPRAISAL /-/·Lc-4 /-2/-7/ //. 'o.s' /?'.~. -_, -----------------------------------------------------------------·---------------------------~ t->• . ., (Executor-Administrator must complete "As Reported" column #1.) CJ ...., '"C !:l:l ... ... (1) (1) 0 I» .., e:.. "' ::s "' "' "' 0 ...., ::s '"C ...., (1) e:.. .., .., I» "' 0 X '"C "0 I» (1) 0"' .., .., Cii 0 ~ "0 t%j (1) .., "' ~ ..... '< I» ~ (1) en c: ~ ~ > !:l:l -->-<! w rj) Vl () () ?" :J" ?" q ~ ~ ........................... ~ ~ .00 ~ ~ ~ \.o :\.0 > w :w ~ ... "' II \.11 'Ul : ~::::11 1...0 :\.0 : 5-N : 1\.) : • :• Ul :Ul ~ :0"1 ~~.00~-~ :..1"'\: : ~-~ ' .:,W. :~ •"'-i :~ n t'\ '?): ~"""' : -~- ""(;) ~ ~ ... ~ ('!> II c.. > :.r. t:i "'-8" t-.:.> 3...__. g c.. ,, . ,, ~] ,,· .; ". .~.'-' R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO 37-151-5 NOTICE OF FILING OF APPRAISEMENT WESTERN PENN. NATIONAL BANK (Executor ~M~XKI~I In Re : Estate of ___ .N.J...l!.Ou.Su;Eu·P:....a.H.L.li!.J.NuEOL-JDiL.&..-JlwiRI.l.JBtlJA~HI:LNLl..St.!...,_ __ _ ----------IIWuA::a...S.;t.JH~T.~.NIJI.Cu:i.&..T..t.JOu.JNL-------County -File No. 6 3-6 8-1 300 You are hereby notified that the original appraisement in the estate of Josephine D Urhabns has been filed in the office of the Register of Wills qf Wasbj ngton County on June 26 , 19_69. Said appraisement reflects· the following valuations: Real Estate __ __;_ ________ _..2.c8._,.,-LOu.Ou.O.J....J.OJlO.L-_ Person a l Pr ope rt Y ------l.&..4~9L,7.:;9L.o:2:...llb.......7i-.2~- Transfers ___________ ~~~~~~-- Tot a l ------,--...:1:..!7'--!7'-J'w::9:..::2~1:..!. • ..!.7.=!2:.__ As to such tax that is paid within three months.from date of death, a five (5%) percent discount is allowable. As to any ~ax that remains unpaid after one year from date of death, interest at the·rate of six ( 8%) percent per an.num is charged. Any party in interest. who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~I~u~nue~2~6~.~,~1~9~6~9L-----~ DATE OF DEATH: October 2, 1968 Note: This is not a bill. j' r I • RCC•39 (!5-68) COMMONWEALTH OF PENNSYLVANIA TR~NSFER INHERITANCE TAX RESIDENT DECEDENT Estate of IIRBAHNS, IQBEPHINE E. (Last Name) (f:irst Name) (Initial) SUMMARY DATE OF DEATH REPORT OF INHIERITANCE TAX APPRAISER 10-2-68 FILE NO. 63-68-1 300 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: __ _,Q~6.1-"-"""2"""6"""-c.u6.+9---- 10-02-68 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 c}aimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: _______________________ _ 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 . . . . . . . . . . . . . . . . . . . $---------1--- ESTATE TAX ASSESSMENTS $ _______ ~.....-_ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax o~ $ --------------l,__- Tax on $ ---------------l--- Taxon$----------------l--- Tax on $ ______ _;_ ________ ---l--- 2% 6% 5% $ _______ -4---- $ ______________ ~---- $-----------4--- $ ________ -4--- $ __________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- Tax on $ -----------------i---4: 15% Exemptions========l== Total Estate ___________ -4---- TOTAL TAX $-----------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====-===l== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $=====~== Add interest at rate of 6% from -------to ----- AMOUNT OF ESTATE TAX ASSESSED $---------+-- \Estate tax paid $--------'--- BALANCE DUE Add interest at rate of 6% from -------~0---------- $--------~---- $-----------1--- TOTAL TAX BALANCE $ ------------4----PAID $ __________ __.__ __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS ~OTE: 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. F-------------------------------------------------------------------------·-·-·- < /--, '-, Will Administration ( No ........... . IN THE . Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . J.O.S.F;.P.lU~ ... D ..•.... .V.JU~AJlNS ... Deceased Late of ............... M.ONONAAHELA. . ............. . County of ............. WASHINGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ .,---, , . I /' .. ... · :~: / .... j '~ ·'· Ji I I .,-DEP..tRTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.' HARRISBURG. PENNA. 77 1 Z 7 COMMONWEALTH OF PENNSYLVANIA DATE ....................... J . .una ....... 2.6 .. , ...... 1.96.9 ............. . " RESIDENT INHERITANCE TAX . Cbl[m'Y• ................ W.:~.§ . .h:t.P.:.g_t, . .Q.n. ............................ . APPRAISEMENT FILE NO. . ................... §.3..::: .. 6..6..:::.l...3..QQ .......................... . Whereas, .............................. .J.H.s.ephien ... D ..•..... .U.r.bahns .................................. late of ........................ Mono.ngahela ...................................... . in the County of ........................................ Washington .................................................... Commonwealth of Pennsylvania, having died on the ............................... 2 ..... nd ...... , ....................................... day of ................... O.c.t.o.b.e.r. ............................ 19.6.8 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......................... W .•. R. •..... CHANEY. ............................................................ , an appraiser duly appointed according to law, h . b d . t d k f . d i bl f h aYmg een es1gna e to rna e a a1r an consc ona e appraisement o t e said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commor..wealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future jnterest. Unit Appraisement Description of A11et Values Made for Inheritance Tax Purpo1es $ I I 1 REALTY: I . All 1-h!lt' rP1"'1-!Iin n!ll"'I"Pl n-f l.::.nn c:it-n-::~1-P . .. in rhP rhi-rn W.::~.-rn nf Mnnnn.a.ahPla. Cit:v W~c:hinut-nn Cnnnt-v l>Pnnsvl v.::~.mil.a hein.a 1 nt: Nn 66 in the Home Plane Plan As ................ ~ ... ~ ; .... 'Pl!ln n ........ Jr ? n!l IYP. ]_Q() !In~ . ' r ·o , rec-.nrded in Deed Rook 1274 nE!:ae 726 2~ or lo oc: PERSONALTY: SPP c-.nnv nf invPnt:nrv .at:t:.ac-.hed 1 AO O'>l '7'> , I -I , ' .. 'l'nf-_al 177 Q?l 7? ' - - - form~;viw':~hbl:~ ::~h:sw~~~~~~: ~; :r·~~~~~=~;§~e~tiii:~ip; • Appra1 ········································z········~ ....................................................................................... ~~-······?':.,;::;:~' ............................... , Penna. I r-------------------------------------------~---------------------·----- ... JvASHINGT.ON ......... : .. ,......... c outzty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .. J . .O.S.E.PHI.NE .... .D. .•..... .U.RBAHNS ....... . " Deceased. Late of .......... MON.O.NGA.HE.ll ................................... . Date of Death, ................ O.c.t.o.b.e.r .... 2.,. ..... 19.6.8. ... . Apprat"semeHt Docket Vol., ................ 3..7 ............................. . Page, .......... 15.1.':'::.5 .................. No ... 6.3.::':" .. 6.8.':'::.13.0.0 .. . Filed in Register's Office, .... J.une ..... 2.6 ....... .19 .... 69 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE.· f '' Received, ·., E:.ra.mined and Approved, Wrote abo.ut Appra-isement, Appeal f1'am Appraisement, Entered and charged, .... . .. J R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT WESTERN .FENNA. NATIONAL BANK (Executor~ IN YOUR REPLY PLEA8E REF.IR TO 37-151-5 In Re: Estate of ___ ~J~OS=E~P~HINE=~·..!::D:.!.~URBA~:.!.!HN~· !!OS~---- ____ __!!;WA~S~H"""IN~G..-.T~ONIL-_____ County -File No. 63-68-1300 You are hereby notified that the m remainder appraisement in the estate of ,JOSEPHINE lffiBAHNS has been filed in the office of th€ Register of Wills qf WASHINGTON County on August L. , 19.1!. Said appraisement reflects· the following valuations: Real Estate----------:---- Personal Property ___ 9L3~,5L9~2~·~5~6~--- Transfers __________ -:----- Tot a l ------___,~9r..J.3}5.92. 56 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 an.num is cl:arged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by la'l\'. Date __ ~A~·ug~us~t~4~·~1~97~1 ___ _ DATE OF DEATH: October 2, 1968 Note: This is not a bill. Title ALFRED TOSI1 APPRAISER I J RtC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT R e ~n~' "'J (' 1\ fs 7 4 Te.. RPfRalse.V11elil r Estate of URBAHNS; (Last Name) JOSEPHINE D. DATE OF DEATH 10-2-68 FILE NO. 63-68-1300 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_..:..WAS..:..-__:HI..:__N_G:....:T.:...O:....:N.;__ ______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ ....:..:A~ugus=~t:._:x.4.._, -=1:..!.97..!....:1=----~CE'?:.~ISEr~ 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 allowed as a deduction. Dated:-----------------REGISTER OF WILLS REMAINDER INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED $ $----------~---6 VALUE AS REAPPRAISED $------------~--- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions {SCHEDULE F) 6 NONE NONE CLEAR VALUE OF ESTATE 93 592 56 93 59~ 56 Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $--------4---- EST ATE TAX ASSESSMENTS $ -----------'--- FOR USE OF REGISTER ONLY COMPUTATION OF TAX $ ____________ -4---- $ ___________ ~---- $-------------4----$ ____________ -4---- $ _____________ ~_ (*) As evidenced by Charitable TOTAL TAX $------------~---- Less tax previously paid $=====~== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $=====~== BALANCE OF INHERITANCE TAX DUE $ -----------4---- Add interest at rate of 6% from --------to --------- AMOUNT OF ESTATE TAX ASSESSED $----------4--- Estate tax paid $ _____ ____,~ __ BALANCE DUE Add interest at rate of 6% from ----------~10--------- $----------~--- $-----------4--- TOTAL TAX BALANCE $ -------------+---- PAID $ ----------.....L....--- FOR USE OF REGISTER ONLY ADJUSTMENTS z Exemption Certificates issued by the Secretary of Revenue. NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, 1 same should be noted below, with short explanation. /.· r ~ Will Administration ~ No .......... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPHINE D. URBAHNS Deceased Late of ....... MONONG.A~.: ............................... . County of . WJ\$.,1:lJNG'AOW Commonwealth of Pennsylvania REPORT· AND APPRAISAL t~ , .. V~, ;;., .• ,'-' .... -.: ',: ~ :~ ,. I I I Fonn RCC-2 DE~.ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMO~f)V~1LTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ J..¥1Y ...... ~.e. .. , ...... J.~.7.J ........................... . couNTY .......... W..a.s.h.i.ngt.o .. n ............................... . FILE NO ...... §.~.: .. §.~.:1~.99. ...................................... . Whereas, .......... J .. Q.S.~P..b.iP..~ ..... P. .. , ...... Y.r..Q.~b.~.~ ....................................................... late of ................. ~~.~~·~·g·~·~·~·~·~ .............................................. . in the County of ........... Wa.shin&t.o.n ................................................... : ............................. Commonwealth of Pennsylvania, having died on the ....................... 2 ..... nd. ........................................................ day of ................. Qc..t.Q.b..~.r. ................................ 19 .. 9..~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .............. Fr.anc.es ..... L.e.o ......................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Auet Values Made for Inheritance Tax Purpoaes LIFE ESTATE $ A~e of Life Tenant at the time of death was 93 years. REALTY: 28.000.00 Pers: 149,921.72 Gross Assets 177.921.72 Less S'Decia1 Bequest 7,827.00 D f1 D 53.225.23 ' r.1 ~!lY" V!:!~lu~ 111\ RI\Q A.Q , -I ~ = $8.693.·92 I $116 869.49 @ .07439 Value of Life Estate ' ,., . - * $8.693.92 @ 6% = $521.64 Tax Due on Life Estate ' . J... " ·~ ' 1 , .. : . -.. " ,_ - form~;·~~h~: ::1f'h~w<>rfl :?1i~ ~~~: ~.~::~~~~~is =~:rn~.( · Apprai · c:zz::;z:;;~;;.os;;;;;;··········· ················································· ........ . . . (Post Ofllee) ' Penna. I I I I I ' I .................... WAS.HlNQTO.N.......................................... county \ .. l RESIDENT INHERITANCE TAX APPRAISEMENT'/ \ Estate of .-li"' I ;J• . .} ..... ..... ' . -., ,_, ~ Q ~· r.tt-' ~ , . r 3l R u :3 :: :~ ~ ~: M ~: .. ; •• ~: ~:~ ~ i·~\ 0 \\EGISTEl1, OF Vi\LLS Deceased. V!l•,SHI~·;G'YC;~ CO., PA. Late of MONONGAHELA Date of Death, ...... Q.c..t.O..b..e..f.: ..... ~ .. , .... .l9.9..e. ............ .. Appraisemel!t Docket Vol., ....... 3.7 .............. :.: ..................... .. . . Page, .... 1.5.1.~.5. ....................... No ...... §.~.~.§.~.::J:.;,.QQ. Filed in Register's Office, J.uly ..... 2.8 .. ;.·:~ ...... 19 ... 7.1. Anwunt of tax due, $ ........................................... :.: ..................... .. DEPARTMENT OF. REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered ~ charged, ".] ,.._ .. y) ~· I I I Fonn RCC-2 COMMONWE-ALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... ,ugust ..... 41 ..... J..9'Jl .................................. .. COUNTY ..... W.A.SHINGTO.N ............................................ .. '1-DEl"ARTMENT OF REVENUE .;:: I ~ BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 FILE NO ...... 6.J~Q.~l3.QQ ....................... -.................. .. Whereas, ................................ ~OS..~.P.Hr.NE .... P. ....... Ul.WAHNS. ............................................... late of ...................... MON..ON.GA~ ............................................... .. in the County of .:.: ...................................................... WASHINGTON .................... : ...................... Commonwealth of Pennsylvania, having died on the ..................................... §.~.gQ,ml ..................................... day of ...................... OCt.o.b.e.r .............................. 19 ... 68., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ..................................... AL.F.~ .... T.O.S..l. ............ -............................................ , an appraiser duly appointed according to law, haYing been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such J'uture Interest. Unit Appraisement Description of A net Valuas Made for Inheritance Tax Purpo10s REMANINDER $ PERSONAL: SEE COPY OF SCHEDULE u "B" ATTACHED TO APPRAIS.l\il'olli1\J'I Q~.'iQ2 'ih .. ' ! 4.: I i . , . ' I .. Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this···············~·· day of·············································~···~····· ., 19 .... 7/~ ...................................................................................................... ~ ....... ~. Appraiser · ····································································-·······································"···· .. ············· .................................. ~umber and Street) . ..................................................... ~ ................ , Penna. (Post Ofllee I ' I I I I I I I I ! I I ................. WASHINGTON............................................. Cout1ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPHINE D. URBAHNS Deceased. Late of ...................... : ... '~ ....... ,.MON.ONGA~ ................................................. . Date of Death, ................ 1~2~6.8 .......................................... . Appraiseme11t Docket Vol., .......... .',3.7 ................................... . ~'·' Page, .... .l..5.l:~5. .......................... No ...... §?.::§.~~?..99. ...... . Filed in Register's Office, ....... J\.l.lg-q_~.t. ... :.4:~ .. :.J9 . .7l .. . Amount of tax dtte, $ ......................................... : ..... ;._, .................. . DEPARTMENT OF REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, Entered and charged, r::: F r'l • . L. L ~ I' 7 I f1 U ·; 9 P ~i 2 3 I RUS~.EL L ::.~;'U~\NO REGISTEF~ OF ·wiLLS WASHINGTON CO .• PA. ·r- ., ... •. ~' • : I I I I ~""rm ., OFFICE OF THE REGISTER OF WILLS Washington OF _______ __:::....__ __ COUNTY AND AGENT OF THE COMMONWiiALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN ESTATE OF Josephine D. Urbahns Monongahela LATE OF---------~-------------------------- DATE OF FILING APPRAISEMENT _6_;_/_5~/_6_9 __________ DATS OF DEATH __ 1_0....;/:.__2.:.../_6....;8:.__ ________________ _ DATE NO. OF NAMIL OF PAYEE REMARKS AMOUNT VOUCME" Administration Expenses 11/1 D/68 Joseph Gilmore, Jr. fee for appraisal of house-20( hold goods and automobile 11/1 13/68 Reqister of Wills probate of Will H 12/1 17/68 Washington County Reports advertising of Letters lLl 1/7/ p9 Abravanel Furs, Inc. storage & shipping of furs 8C 1/15 1169 Mononqahela Publishing Co. advertising of Letters 12 1/15 '169 Field & Clarke, In~. public liability insurance covering 1121 Try St. 3 1 /?A /hq Abrr:lvanel Furs. Inc. shippina charaes on nutrea coat & natural ranch mink 00 50 00 02 50 00 iacket to Esther Hart c; 00 ;/12 lfhq Reqister of Wills cost of filing Inventory $4.00 additional sost Grant of Letters 20.00 2Ll 00 8/28 117o John Ploeger, Esquire professional services rend. 71 85( 00 8/28 l/70 Western Pa. Nat'l. Ba:nk Executor's compensation 8,625 00 Preferred Claims 12/1 I2L_68 Lena Schumacher, R.N. professional services rend. 9C 00 12/1 D./68 Anne Nath, R.N. professional services rend. 60 00 12/1 ~/68 Pharmacy Inc. balance due for prescribed medicines 25 86 12/1 ~/68 John A. Vesely, M.D. medical services rendered 482 so "12/1 3/68 Drs. Ruben. Underwood •. balance due for professiona Ruben & Pirris services rendered 100 00 l2/2 ~L68 L.M. Frye Funeral Home funeral services $2,678.00 headstone 110.00 2,788 00 continued COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF Allegheny I, Robert C. Atwell, Trust Officer. WPNB HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION suBMITTED To THE ESTATE oF Josephine D. Urbahns DECEASED. AS DEDUCTIONs; FOR INHERITANCE TAX PURPOSES. ___#~e.~ )-~ CL. 5.) SWORN AND SUBSCRIBED I!IEFORE ME THIS DAY 01' Robert c. Atwell, Trust Officer ~ 18L__ ~ii~~;;;UBLIC PITTSBURGH, Ill' WiENY COuNTY MY COMMiSSIOI\ F\;'·«t.S APRIL 9. 1973 Member P~nnsylvania Association of Nat>ries - I ' ; ' . ~..,rm -10 ,, . page 2 OFFICE OF THE REGISTER OF WILLS Washington OF----::;.._ ____ COUNTY AND AGENT OF THE COMMONWiiALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ............ $ .. DATE APPROVED '.:..... . .............. . Register of Wills, Agent ESTATE OF Josephine D. Urbahns LATE OF-------------------- DATE OF FILING APPRAISEMENT ----------DATS: OF DEATH ----------------- DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH"lll 7/2C /69 Montefiore Hospital services rendered 15 50 10/" '/69 Norman c. Golomb, M.D. professional services rene. 15 60 Other Claims 12/ 2/68 Treasurer of Washington delinquent 1968 tax for County lot No. 66 13 20 12_/ 8/68 Municipal Authority of the .. sewage charges for 1121 26 22 City of Monongahela Try Street 12/ 9/68 Bell Telephone Company of phone service 74 80 Pennsylvan1a 2/5 lt69 Joseph Horne Co. purchases 5 25 4/1 ·/69 Internal Revenue Service balance of 1968 individua 135 91 income tax 4/1 r>/69 Didion Brothers, Inc. balance due on contract tc bu1ld house /Ut$ ::;ampson ::;t . 10/29/68-2/28/69 . 30,254 68 5Ll p/69 Willowbrook Pet Cemetery burial of pet dog 198 00 11/ L4/69 Smith & Douqhertv insurance premium coverin~ Sam~~on .~t. dwelling unde1 rnn~ ·rnr ·inn 36 t7o 1/2 1169 Western Pa. Nat •1. Bank fee for appraisal of Sampson -st. property ::>U llJU 2/2 "69 Monongahela Publishin<; Co. sale ads 12 74 2/2 /69 Drlilv NPw~ Publishina Co salP ::an.:: 6 50 3/2 '/69 Smith & Douqhertv fee for aooraisal of 25 00 Sampson St. property continued COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF Allegheny I, Robe:t::t ~. Atwell, Trust Officer, WPNB HEREBY CERTIFY. THAT. TO THE BEaT OF MY KNOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND TRU!: SrATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS!!I OF ADMINISTRATION SUBMITTED TO THE EST ... TE OF J:osei;~hine D. UJ;;:::Qghns DECEASED, AS DEDUCTION~> f'OR INHERITANCE TAX PURPOSES. _ __J!_e_~ C? uttii.d/ -,;L~ CL. 5.) SWORN AND SUBSCRIBED.IIEFORE ME THIS DAY Of' Robert c. Atwell, Trust Officer ~ ,.7' t:Y. .P~ },&; MAifr ·-.-~Ailll. ,Ql AKY fiUBLIC PITISBURGH. !'. · L .• ·FNY COl ~:TV MY. COIAir1l~~IU!'\ "L~ APRil :J. 1973 Member PennsylvanraAssocLtion of N.J. ;ries I ! ; I I I I I I I I I I I v I page 3 OFFICE OF THE REGISTER OF WILLS Washington OF-----:::......---COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT. OF DEBTS AND DEDUCTIONS OEOUCTI01~S ALLOWED IN THE SUM OF .. : ......... $ ..................... . DATE APPROVED •....... Register of Wills, Ageol ESTATE OF Josephine D. Urbahns LATE OF------------------------------------ DATE OF FILING APPRAISEMENT ------------------DATS: OF DEATH --------------------------- DATE NO. OF NAMIL OF PAYEE REMARKS AMOUNT VOUCHEIII 4/17 1'69 Expenses on Sale of Propert~ -708 Sampson St. 1. 1% Deed Transfer Stamps 2RC. 2. Re-Recording First Deed from Western Pa. Nat l. Bank to Mrs. Urbahns 7 3. Western Pa. Nat'!. Bank 6% real estate service ee 1,680 12/5 1'68 Expenses on Sale of Propert' -1121 Tr_y Street 1. 1% transfer tax 300 2. Smith & Dougherty 6% sa es comml.SSl.On 1,800 3. 1968 county tax 76 4. WPNB 2% service fee 600 9/4/. 0 Russell Marino, Register of Wills 32 cost of filing account 12/8 <v70 Malcolm L. Morqan, County TI easurer, Washington County Personal I roperty Taxes for years 1965 tl:ru 1 c 68 636 inclusive ::/2/" 1 Orphans' Court of Washingtor 87 County -Clerk costs pE!r Dec ree -- -------fi1s1 COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF Allegheny 1, Robert C. Atwell, Trust Office;:-, WPNB HEREBY CERTIFY, THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRUE BfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF JOSephine D • UrbahnS DECEASED. AS DEDUCTIONii FOR INHERITANCE TAX. PURPOSES. Robert C. Atwell, Trust Officer PITTSBURGH. Ill! I:.GHENY COuNTY MY CO'-\Mi!>SION '· .. ''"'t~ f•PRIL 9 1973 Member t'•~:~sylvaniaAssoci?tionof No uie-e 00 75 00 00 00 36 00 00 00 00 ·- s1 ' - : Form RC C-10\ • . , • DEDUCTIONS ALLOWED IN ·J ( • " " THE SUM OF ............ $ ... 7./.P. ... <tt.. ... ~.--o.. : • I OFFICE OF THE STATEM.ENT OF DEBTS REGISTER OF WILLS ?c;,OVEO ... 9tt.R:_:~_':?/ Washington AND DEDUCTIONS OF COUNTY AND AGENT OF THE COMMONWEALTH ~(J/olh ,,A_i/j ~A) ~4·-C-1-J .3 (!-() Register of Wills, Ago~lm~ ESTATE OF Josephine D. .I Washington County , "' Urbahns LATE OF DATE OF FILING APPRAISEMENT OATS: OF DEATH October 2, 1968 DATI!: NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH"It 3/251 71 Western Pa. Nat'l Bank ~ermination compensation 2,000 00 - 3/251 71 John F. Ploeger, Esquire !Professional services rend. 1,000 00 2/5F 1 Moore Funeral Home (burial expenses ' (1,425 52--.) / ~-.......... ./ Under Article Third (h -~ //) A Paragraph "A" of Will ~-vr I ifXlc{ftte/5/, c.~; !';;, .... ~...ll .-1 '.lA ( ~ 52) -'«?~ , ,_, c/~ ----~-----~-- I I cu~(o~_/Aj# ~_/ 77 5"0 ~ 1/2,/0~--Ci\ C rf-1-· z._,~ ~ Ll } ., I I ' I I n •·1 . . ' ,.,.. -. . C' , .. : J ~~ ..... . . -· t 4 .. .~~~ "': . -'~ • I :. . i ' . .. .,~ "'• ,... -t' .... ~ ... . . ··:J ."l ' -......... ... .J t-"• I .. , ( ' ... I . I I COMMONWEALTH OF PENNSYLVANIA }ss: I COUNTY OF Allegheny I, Robert c. Atwell, Trust Officer, WPNB HEREBY CERTIFY, THAT. TO THE BE8T OF MY I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS!ll OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Josephine D. Urbahns DECEASED. AS DEDUCTION» FOR INHERITANCE TAX PURPOSES: . ~ cz: ~ I ~ ?"% _ (L.S.l owo"§""o"' """',: 7 , o•v"" Robert C. Atwell, Trust Officer -~}--::::-Notary. ubl1c MARY C0lAIZZI. NOTARY 'UBUC ,. PI~T~BlJI\Cii, 1\l. E.Gt [NY COUNTY r,. f CUMM:ss.t ., cAt''nt~ ~FRil 9 11~1 be p • . 1973 " r. enn~ylvanlaf,ssociat cnofNotaries \ ) \'. '1-r '· • J I ; • !. ! ( ,. • .. I •: . -~ '"'• - \ ) : I ~ ~ • •r-· -t~ -. -..: 'f"":. ·(;\ 1""" .,, •• ''·{~ en ,, P\ O,.j ,7 0' ·' == .. :c 0:3: UJ .. Q.. <ta_ l l:o _.I -) ,.jo:: I·_' co ,.jUJ :.'.C\1 Ll.lr-----cnfh en-1..1.. 0.. :;:)0 w C::~. Cf) -S; -· ' . l ·.I ·,. R C C-49 (8·71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG, 17127 PENNSYLVANIA ESTATE TAX DETERMINATION /~T "' J.nJ / Date 1) e c. IU 19 7/ ..-." Estate of: .J ll .S e Ph I~ e.. U R. ba. h "Y\ S - Date of Death 0 C T .2 , I~ b f County ____ ....~oW!!L.Ioa!!..>.sL!t.~~ ..,..:...9L-..!...., ~o-=-Vl=---------- Bu reau F i I e No. _ __...{J~~_.b£.-', 8,__· ..!-'13""'-=0...:::CI ___ _ 1. Taxable estate perU. S. Estate Tax Return, Form #706 fi It'd. Cf. let· 7 1 2. Taxable estate per final change in Federal Retum dated 3 · b ·1 0 .----, 3. Amount of credit for State death taxes. As shown on return form or final change not;ice ($ I b 'f.3& ) As verified by computation 4. Penna. Inheritance Tax due and/or paid s rs 7CJJ .7K 5. Normal Inheritance taxes paid to other States 6. Total Inheritance tax credits (4 + 5) 7. Total liability for Penna. Estate Tax (3-6) 8. Less: Previous payments on a/ c of Penna. Estate Tax Date of payment Amount of Tax paid Amount of Interest paid $. _____ _ $. ______ _ 9. Balance of Penna. Estate Tax due (7 -8) 10. Interest due from _____ to _____ @ 6% per annum 11. Balance of Penna. Estate Tax and interest due as of ---------- Prepared by $ 11oct.qhqe_ RCc-epr~.L 70f:. a.s F'l I ~J.. $ '1101-lt-=========== Reviewed and approved by------------------------------- (NAME) (TITLE) (DATE) ~~:--~-~--~-~---.-. --.--~~·-.--~~---.-. -,-.~-~·-.·-·~--~ ~-. ~ ~ ~~7i ] RCC· 4 ( 8 • 6 B) . COMMONWEALTH OF PENNSYLVANIA • I~ I, 1- DEPARTMENT OF REVENlM: I ~ NO A 0 8 5 31 2 OFFICIAL RECEIPT • PENNSVLV ANI A INHERITANCE AND E.STATE TAX . .. . . . ~ RECEIVED SIX THOUSAND and no/100 -- --.. .. •· -... - ---dollars representing Pennsylvania Inheritance or . From: WBSTBRN PBNN. NAT'J-. BANK kcra~state Tax due from the following estate: ~ Address 236 FinD 4 VBNUI MeKEBSVORT, PINNSYLVAltiA 2 % Tax on $ $ [.l 15132 6% Tax on $ $ " File No. 63•68-.1300 Date of Death 10•2•68 15% Tax on $ On Acct. $ 6,000.00 Ill Date of Poytneni J&llUary 1 J 1910 Name of Decedent JOSBPHINB D • \JRJABMS county WASHINGTON Remar~s: ... ~ . ' .... . .I ... .. ~ ... ~~·•·'~t ~. "'-'. ;, ' f !lor, ,._ ... .># . ' ' ',.;. .. ~: ' I' ' ·~ ·'!t.t "'fo> ·~ % Tal' on $ $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid 'Yilhin three months after date of death Plus interest at the rate of __ % irom -----~---- to ________________ __ $ ______________ __ $ 6.ooo.oo $ ______________ __ $ _______ _ vrn ~ [p ~~ ®nrtrrn. ···~sEAL } -. ;I TOTAL AMOUNT p~~ -. . ..;.' ..,..--' NOTE: This Triplicate Receipt Ia be r~tai~e~ lo'r' ~uj3f.W)!5l.:.S ' -( ', ~,.~ /Jt; · $ 6.000~00 ~~.1 "~ • :!' ·• ,.. ' .... \.. ......... ..,/ ~ · -: ' I , '•·l-... ~ 't ,"' Received by '>---.y:({.," J).../t.A/'t't./) NOTE; In accepting the tronsf;r, inherita~ce' tax fan future est~te;, prior to the death of the life( _ J · _LlSignalure) I j • 11j """"' "foooof '" yomo, 00 ~fd•~od by fhfo "~Opf, If;,"""'"'"'" fhof fho Comcoowoolfh oholf\ l<" '-XW.Jl/ 1 fAJ,J{jUU not be precluded or prevented from hereafter. ass.essing qdditional inheritance tax at the death of the "---' . .>.,; / " · life tenqnt or tenant for years whenever it appears that such additional tax may be legally due and • \ (Till collectible for any reason whatsc.ever. · ':'' -·--~-·-·----~·----·----·-·--'-r-·.-·_, _____ . ____ .,__ ___ -:___;_;-___ ·..-.-.---.-::.-~--~