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Home My WebLink AboutOC1968-1331 - ESTATE OF WRIGHTo. 0 . . . I ' ~ • I, Ua17 JlaElroy Wright, of North Franklin ~cnineh1p, . . WWlbington County, f>l3nnsylva.n1a., do znnlce th1e 'fA"1 laGt w111 and tootam$nt, horaby rovok1ng cmy an4 all willa bj :4~. :1~ B.r:rf b1m3 ~ ' • \' I . '• horetorore mads. ..... ·. .. ' ' I ! my ro oidonce propox-ty, ~1oh 1a. ~~ tuq.tocl on tht'l .. aout~~oat s1do • • 1 • :. • • • . . ot the McElroe Road. in North Ft-nnklin !ownch1p• .. f]aohirigton Count,. . l • ' . . \ . Pennsylvania. at e1t~r ~b.l1~ or prlvat~.sale, a~.~t11thout?-ordor • 0 • o '. • ' ' o' t ·~ o I ' '~ • or. Court, tm~ euoh ~rlce no 1t. 12.ta-y· 4~m .wip~J. an~ .I .·~~tho~11$0 1t . . .. to mn1te a good deed ther~ror to tho· purehaee:tt ott.' p~e'tmocl"a there ot without any l1abtll t'1 on the ~ ot~:tbs pUl'clu\:so~ fa. pur- • I ' • • olmsera· to eee to oJ' ·be rospon,a1bio· 1to;-" tbe··Q;pplfcnti~n or tho pu:ttehase mon~y. 'rha ·s-"nicf pro~rt1 ia. t~ ·aa:ce ··which ··;ts convoyed to fit1 husbnnd, Alexendor H. Wrlght, ~and ce by· 'io1Ul ·u~ ··nonl)].dGon ' . end Laura M. Donal.d·aon; his wire, by 't!oed dated ttnrch 151 19?.8, an~ recorded in tho Rocorde:-1 e Of!'ioe ~t the oa14 · rlaoblngtou . i County 1n Deed Book Vol. $48, ;pago· 6q9. ···Tho &a.id: Al.o:r::andor B. ' . . Wright died on April 21 .1953, ,and th6Nupan ·thO .onttro title to tho said p:romses beoc.me vest~d in i'llo as' the curvtvol"·.· Tho ' prooeetlo ot eaid ealo·~ ·together with. an·· ~th&:r proporty ot which I . . I • • • ~ • • I die por.uieaoed, I dispose or·. ne hoxt01ns.rto~ ·set torth. Second. I g1vo and·b~quoath. to Woshi~-ton .and Jottorao I Coll~gG,:~ooated at Wnnhington, ~onnoylvan1~, F1ttoon Thouannd Dollnro (~l5.ooo.oo) in .momory or 1!13 b~aband, Dr. Alexandor H. Wr1ghtJ ~~ I direct· that upon the roQeip~. ot. this ooq~oat tho : #: I ~ said Collage place it _.in;. the hsnd::t .of 1tcs~.Cuctod1an o~ Endown~nt, that One Thouannd Dollars a year be transferred f'rom tho an1d I fund by ee.id Cuato<linn to the: ope·rat1ng tunda or th-s oa1d Colloeo and used for the bonofit of its Department.of Chemistry until tho I ssid .fund o.nd tho income therefrom o.ra e:thauotod. And withou~ I intending to ix:1poso any binding restr1ot1on!l on tho exo.ot uaos I to be mnde or such payments, II suggost 110 ono of' ouch uaos tho I I i -ll - l l i l l J l .i l l I . ~ I r 1 . ! j 1 l f I I j I l I ! . j I I r ~. . ,I. I ~ 1 ~~ o· 0 I I purchase or needed cquymont rrr tho add Third. ! 1~-'.~eJ snd ~quenth to . I .. Department. . Roy' rrf1 d1nmond ringe I I Fourth. I giVo arid bequeath all· my atarling a!lvsr'lllare ',I l .. I and table linen. to my! n'ieca•· H len Dnwson Cn.mpball •. l j Jill. !P,i.,!=" h.Qus~hole goodz, :'ut-nituro, f'um1sh1ngtl I and equipment, and arri~olos of personal use and omeunent, except I ' I . i thosG hereinabove d1&p<r;iGd of. I give tmd ooquenth to r.rs-Di&ttjr, I Ralel'l n~ Mo'r.ll"'oy,. abaolutely. I She io acquainted with my wishes and is requeated to mel~e d 1strttbution of all such pttoporty in . . ' I ! I . accordance the-rewith wi t.hout the right or. any other person or ~raono to qu .. ~tion he, dec1s111~ns with rega~d theret·o. // I t SiXth. I g~va and ibequeath to 'f'tC1 sis tar,· Helen s. // l MoF.l~oy,/f'ive Hundred J1ollars.($5oo.oo). ' / ! . I l / 1 I Seventh. I gtve and pt;)queath to Mrs. Violet Adams or i i I ( 247 Ashn1orE> Avanu0ll Wa~hi~gton, Pennsylvania. Two. Hundred and fif"ty DollaY:"a <~~~5o.oo>;. ! i I . · i I • 'Rit-~hth.. ! p,1~,ve a.no jbequG?ath to J onn W. Wilson, Jr., . -1 . and Mary Clt-~arlale ·l"aisin (ch1~dren of Cleo Dale Wright Wilson, now deceased) On.a HunCirad Dol ,IA.rs ($100.00) oach. I I : I I g;y·3 and bequeath to Musk1ngum College, Ninth. / i located at New Concord! Ohi.o, Five Hundred nollars ($500.00) to I be used fol" the benefi~ of' the Depnl"tment or Chemistry of said ' I I r.ollego. J\nd w1.thout1 intenc1irlg to impose any binding restrictio on the 1J86 to hfi ;,~d~. tr this lbe~UG~tg ·~ :suggeat· the·· purch.aoe of·!· I needed equipmont .f~r t~1o.t. Derttment. : . . 'l'~~th. I ;~Leet .tl • t all inhorl.tanoe and· estato taxes~ both state and fad~rall Hnd 8: y other tnxE'>s in tho nature tht:-reof~ I ,. lm-oosod wt th .. r13_p,nt•d toj nny pr Dal"ty pasa1nr, under the provisions I l l or this ·niJ.l he paid out of t"1e rosldue o.f my eatnte. l ' l I I .j - 2 - I •.. -· -..~ .. -~-... .-~.>"· c .. I. ··~ • ' . I I i I I ' ,. ... .,;• J> ' ' '· 0 . . i rnovemt~·~ Al~ th0 jst, ~oaidue end re~i'nder of my I I estate, both real r~nd plrsonnlr or whatsoever natura and wheroso- evAr s1tuate<1' I p.:iva ~ (lf>Viae rnd be&qu~ath to the Mellon National Bank and 'l'rust Company i(or Pi.tt,·eburgh11 Pennsylvania.), in. trust to . I ,. ..... invest the same and in li ts solj d1aoretion to p~ to,· or expend for the mnintanenoe, ca,r-D and. nupport o!', my &.:>n, ;trthl,u9 A. Wrigh , , ·i for and during the term of his natural life, the incoma therefrom. . ! . ·' ' And in case or' st·clm<ass, eme.rgenoy or-any oth9r. need, determined /. I I / ' to.ba su~p· in. the sole /discreTon of llrJ said Truoteo, I eD!p0\1&1' it to maka payments out of thJ principal of the truct estate to, or for t~ benefit of, !the aafd Arthur A. Wright • . i . I It is rq 1nt~nt1on and I d1rao·; that th9 interest of 'trrl said son in this truatlestateJ whet~er in the principal or the · -: I tncoma thereof~ shall not bo alienable or subjeot to assignment I . ! by h,.r.'\, and that his interest therein, whethe%' in prlncipal or j 1nco'!70, shall notb0 subject to any debts, engag$ments or 11ab111 I . I · . t1ea which he may have: contracted or incurred or which he may in 1-. I the futuro oontract -o~i incur. I I ! . i Upon the death of the. said A:rthu,. .A.. Wright, the balanc . . I I .·remaining in said trust eatato, 1nc>lud1ng tmy undistributed 1nte s .. -. I . j shall be paid to· Wash1hp;ton a d Jefferson College and_ t:.eed _by it . I ! for the purposes set' forth in Ps.ragra?h "seoor..d" of this will. j l Twelfth. ~~el:Lon Nt~t1onal_ Bank and Trust Company aa Trustee of th~ trust ~raated y this will, and any substituted or successor trustee, e~ll h1· a1drJi tion to the powers hereinabove given, hnve tha ·rollo~inr, poJiers: I . . {a) To nccapt from my Executor in kind any stoeks, bonds nr o hAl" property whieh mey form a -part of my ~G·tata ~t the· time of f!roJ cleath. (b) Tlrnake ~nveo~m..--mta nnd reinvestments in eli. th(.}r t"Cl~l ol~ Bersona.l property nnd to nltor, vary tmd chan~~ invostments st its rliscr0tion, w·tthout be.lng cont'inoo to such i.nvostnwnta us nro au.thorizod for firl"t.~ciaries by tho laws of the Cor~~onwealth of Fe~nnylvanin and ter:ned legal investrnent:s~ it bC3"'tng my intention that it shall helVe the same powell-s in that regnrd which I could I exoroiaa over rrrJ m n property 1r living. I . . ! I l I -3 -I I . -···-··"' -·· l . : ·· ... i '· .. ' #A. ' • -• .. . "' Jl' ,. 1'·~. ' . ~ () ;.i. i ! l ·J I . . .. ., I ! ! l (o) To sell anyj real t"tstato which may form n pf.ll'"t' of the :trust ~~to.to nt o1th~r public or privat~ snle for sucn price or prices aa it may .doem wise nnd! to t1mk~ a good deed or de&ds ther~ for without any linb~lity on the part or arr:r purchaser or ~:mrchrts1rs to see t'o or be rospon- aiblo -for .the j t1.pplicjtion of ·the purchase coney. (d) 'l'o liqtl~.dn]o any or ull of the aase ta or the trust eate.t~ for purposes or distribution. Thirteenth; 1 appoi.,t the Mellon National. Bnnk and I Tl'\~st Company (of' Pitts?.urgh, ; ennaylv&nia) • 1;he F..xeoutor of this will. I, . I . f In lflitnes:l Wh~~or g I have hereunto set t:'IV hand and · .· i I ~ 1... J .;!-uayl C?f ~.pr· 1, one thousand nine hundred and . . I . . . ! I. seal this· sixty-one (1961). i i i . I (SEAL) aeal~d, published and declared by ~ary McElroy I ·:Jricht., .the testatrix ~bove named, e.s and for her last v111 and 1 . testament in the pres~Jc~. of js • w~o~ in her ·presence 8 at her . I · . . . . : I y•oquest Rnd lt• the pro~enae ofil each oth.e~, have }U):reunto I . . subscribed our ·names ns witnesses thereto. I I . l· l l ·;(:l-) l j j. !(· :;._ ) {J ~1.--:-/fJ -~"l-;?YJ.~. <~ , . , 1 . [.,_ rY"-. UYt.. ! -(fu I . I . ! '! 1 1· l 1 l . j I .. 4 AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, ss.: COUNTY OF WASHINGTON Pers~nally before me, the undersigned authority, a Notary Public in and for said County and State, appeared ARLIE W. OTT, who,· being duly sworn according to law, ·deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY ·is the executor of th.e estate of MARY MCELROY WRIGHT; deceased, that the following ·schedules constitute a complete inventory and appraisement of the real and personal estate of MARY MCELROY WRIGHT, deceased, except ·~eal estate outside the I . . ·~· J · Common~Nealth of Pennsylvania; that the figures opposite each item· of real and personal estate in the following 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, hased upon a just appraisement of each item made by the above named Executor . . . Sworn ~nd subscribed before me this //.fo day of ___ 42Ul..L-L-=~/U!A/~· ~----1968 SARA M. VAN KIRK Notary Public -ARLIE W. OTT Arlie W. Ott TRUST OFFICER of MELLON NATIONAL .BANK AND TRUST COMPANY EXECUTOR ESTATE of MARY MCELROY WRIGHT, DECEASED INVENTORY AND APPRAISEME;NT of the goods and chattels, rights and credits which were of MARY MCELROY WRIGHT, Deceased, late of 25 McElree Road, Washington, Washington County, Pennsylvania, taken and made in conformity with the 'I i i above affidavit. , PERSONAL ESTATE SCHEDULE Cash Mellon National Bank and Trust Company Washington Office Checking Account No. 2l6 -956 3 B.alance 9/1'13/67 Mr·Jlon National Bank and Trust Company Washington Office Savings Account No. 1327 Balance 9 I 18/67 .First .Fede raJ Savings and Loan Association of Washington, Pennsylvania Savings Account No. I -6 Balance 9/18/67 ., $ 5. 7 8· ,, ·I 5, 944.25 !I l 0, 599. 63 1, 000. 00 .} The Equitable Life Assurance Society of the United States · · Proceeds ·of Policy No. 4181913 on the life of Mary McE. Wright $ 1, 037. 68 Was.hb.gton Manor Refund of overpayment of nursing hom~ charges.· 166. 35 . $1, 000.00 $2,600.00 American Sugar Company (New Jersey). 5. 30% Subordinated Debenture Dated April 2, 1963 Due April 2, 1993 Option April 2, 197 3 Accrued interest from 412167 to 9ll8i67 . . . United States Steel Corporatiol'l; (Delaware) . 4 5/8% Subordinated Debenture Dated January 1, 1966 Due January 1, 1996 Accrued interest from 7 I 1/67 to 9 I 18 I 6 7 @88. 3125 76 Shares American Telephone and Telegraph Company (New York) Capital Stock ($.16 213) ·@53. 00 Dividend. of $. 55 per share payable 1012167 to stockholders of record 911167 40 Shares American Sugar Company (New ~ersey) . 5. 44% Cumulative Preferred · Stock ($12,. 50) @11. 50 Dividend of $. 17 per s.hare payable 1012167 to stockholders of record 9 Ill/ 67· 200 Shares American Sugar .Company (New Jersey) Common Stock ($12. 50) @34. 875 Dividend o.f $. 40 per share payable l 0 I 2 I 67 to stockholders of record 9111/67 1 Share Colun1bia qas System, Incorporated (Delaware) Common Stock ($10. 00) @28. 125 \ 60 ShareR Cyclops Corporation Fonnedy Universal-Cyclops Steel Corporation (Pennsylvania)· Common Stock ($1. 00) @34. 50 Dividend of $. 45 per share payable 9129 I 67 to stockholders of record 9118167 - 2 - 883.13 '24.44 2,148.25 25. 72 . 4, 028~00 41. 80 460.00 6.80 6,'975.00 80.00 28. 13 2, 070. 00 27.00 r --.. · 127 Sha:res . The Dow Chemical Company (Delaware) Common Stock ($5. 00) @80. 1875 $1 0' 1 8 3. 81 . 7 Shares E. I. Du Pont De Nemours & Company (Delaware) Common Stock ($5. 00). @166. 625 30 Shares General Eiect;ric Company (New York) Common Stock ($5~ 00) @114. 5625 10 Shares General Motors Corporation . (Delaware) $5 Series Cumulative Preferred Stock (No Par) @94. 75 11 Shares General Motors Corporation (Delaware) Common Stock ($1 2 I 3) · @87. 187 5. I 33 Shares Westinghouse Air Brake Company· (Pennsylvania) Common Stock ($10. 00) @42. 75 23 Shares· West Penn Power Company (Pennsylvania) 4 1 l2o/o Cumulative Preferred Stock ($1 00. 00) . @80. 00 Dividend of $1.125 per share payable 10116167 to stockholders of record 9120167, Ex-Div. 9115167 Arthur A. Wright Demand J:udgement Note dated. 5 I 11 I 54 in the original amount of $850. 00, with interest at the rate of 6o/o. (M.akcr is deceased) . Household Goods Jewelry Silverware 1, 166. 38 3, 436. 88 . 947.50 959.06 1,410.75 1,840.00 25.88 -0 - 126.05 214.00 10.00 Total Personal Property Appraisement $55, 872. 27 REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain tract of land situate in North Franklin Township, Washington County, Pennsylvania, together with in1provements thereon known as 25 · .Mc.Elree Road. For recording see Deed Book 548, Page 69CJ. $13, 000. 00 Total Real F.:fltate Appraisement $13,000.00 - 3 - •· . . . I ;.• ... '( ·.. .. ... • r ' • ,, ,.; RECAPITULATION Total Personal Prope·rty ,Appraisement $55, 872. 27 Total Real Estate Appraisement 13, 000. 00 Totai Ap.praisement $68,872.27 I MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA. None - 4 - l "'' • , ') ,. ;:··' .:. INVENTORy· AND APPRAISEME;:NT ·IN THE ESTATE OF ./ MARY MCELROY WRIGHT, Deceased Filed.·~/·//' -d9c{J" .i ·. ~ : J.,. • / The Inventory and Appraise.., ment, of which the within is a.copy, is of record in Inventory and Appraisement Book No. 79, Page 43. Attorney: Alexander W. Acheson Address: Washington Trust Building; . Washington, Pennsylvania ; (. \ L_l: D r: I L r:· D . . r··~-, ',. ,, lr·~"j I''. I r: "'.. ~ r~i L'·ll.: :0 ~ F"l 4 ,, 0 9 .:. .... 7J• '-"'~ ,.'J ~ .. _., i -;jl ' . ,r~,:-c·r;_; I f" ~ r.r-•J t!!lr'\.t{.h·\,~~~-.... ~ ••• 0 . . ,.,,..,:1 1 ,·.,;,,n•: .. k:)·;:, C: '" Ll' fll.! , :" ~· " . r ,. · I· i~;. I·· i>' d\ • 1, , .. .... . n~ ~ ~~'S ., ::F: \;( ti ~-... 1''1' .. ' ' ···r~ •.,. !· --~- -;---·---· --~-... ·-. .:.i...:.F· ~-... ~ ---.~-?~~·~~~-<---~,.::... -~::.-:::~,,..... . ···~----- ···~ -~.2== ' i .... (f -r~. l . :w ... I .,J.,_ . r •-.;::::... __ ~\ -, ~ "" ,_, ~- -~ ·~, IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA· No. l.sJI-y ;.rcr· ESTATE OF MARY McELROY WRIGHT, DECEASED FIRST AND FINAL ACCOUNT .OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTb~ BALANCE--DUE" . .,. $60. l51. 82 . .. . .'---./ Fee Filed . . --='--- r:.:-~r ... i r:~-..:.~·' I. ' c . ~ LJ ALEXANDER W. ACHESO~ Attorney-at--law Washington Trust Buiiding Washington, Pennsylvania . Hnrt num. t('> 'Mr Y.~-~::x ~/~ , ' ~:.£/ thP :~:. · -iut!u" ..• , ;•r;v'sF.Iltea w the Oourl '11 OOnjirmau:Jr;. ')...;_ ~i?:t~ :VKT!JI ~J'-1 .·• -'i. ~;;~J . .; _:_li:_._ • :f. . : ~~ )', .... / ::.. ~. ~: ·' &0. ~-;, ~ '\ _:_ j '~ i. ~ .~·· ~ ~ ~ 3 ::: ~-~ ~ ~ f!!~ ~ t ~ ~ ~ ~ ~-~ ~ ~-~ .. --,, ~. -.. •-•• r~ i.': :~ ::-:--~-;;·· t" ... ~ § ,:-~ ~ :,;_ rt ~--~ C•:· ~ :~ ;{) :S g --~I :;:, .... 0 ~-~ -~· -=~ ~ ? ~ ~ j - ~ - - ~ - ·~ ;:, .:> :::;;: ::3 "' -~ ,, :.") ~ ... ;:. ~ c, ::..":"; ~- "~ ,.,. ~ c-::, •::: :;;: :::. ...... -:: Co ?.) ~--:·..,.;.-.----·----·:.• .. . ~~~ ~-- .:.,<-· ·:-. ·r ' 1::-J. I. \ -/ .. ' IN THE ORPHANS' COURT Of WASHINGTON COUNTY,.PENNSYLVANIA NO. J -g 3 I .;,.. ~ /,Y i' F ESTATE OF MARY McELROY WRIGHT, DECEASED FIRST AND FINAL ACCOU.NT OF MELLON NATIONAL· BANK AND TRUST COMPANY EXECUTOR October 10, 1968 .. s u M M A R y .. .. " SCHEDULE "A II PRINCIPAL-PERSONALTY Receipts Page 3 $56,035.21 Amount transferred from. .. Principal-Rea 1 ty 12,740.00 $68,775 21 Disbursements Page 6 10 902 44 Balance $57,872 77 .• SCHEDULE "B II I INCOME-PERSONALTY Receipts Page 7 $2,399 00 Disbursements Page ·7 119 95 Balance 2,279 05 SCHEDULE "C "· PRINCIPAL-REALTY Receipts Page 8 $13,000 00 Disbursements Page 8 $260.00 . Amourit transferred to Principal- Pe'rsonalty to ·consolidate 12,740.00 13 000 00 I Balance 000 00 NET BALANCE $60,151 82 - MSM: a at i - ; Balance consists. of the followin~: PRINCIPAL-PERSONALTY Note: > . Demand Judgment Note of ·Arthur A. Wright ·dated 5/11/54 in the original amount of $850~00, with interest at rate of 6% Temporary Deposits: Deposited at Interest in Mellon Bank Miscellaneous: Jewelry delivered to Legatees (See Exhibit No. 1 Page 9) Silverware delivered to Legatee (See Exhibit No. 1 Page 9) Household goods delivered to Legatee (See Exhibit No~ 1 Page 9). Cash advanced to. Legatees (See Exhibit No. 1 · Page 9) Cash on hand INCOME-PERSONALTY Cash on hand - 2 - $000 00 55,000 00 $214 00 10 00 126 05 3SO OS $1,000 00 1 522 72 2 S22 72 $S7,872 7'7 2 279 OS $60,151 82 1968 Mar. 11 Inventory filed SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 196 7 Gain on Sale of Assets Nov. 14 Proceeds· sale of 127 shares Dow Chemical Company, Delaware, Common Stock at 81.25 Carrying value $10,318.75 10,183.81 1967 Conversion of Assets Without Gain or Loss Nov. 1 Withdrawal of principal balance of·Savings 1968 Account No. 1327 on deposit in the name of Mary McElroy Wright at Mellon National Bank and Trust Company, Washington Office · $10,599.63 Carrying v~lue 10,599.~3 July 11 Withdrawal of principal balance of Savings Account No. 1-6 on deposit in the name of Mary McElroy Wright at First Federal Savings and Loan Association of Washington, Pa. $1,000.00 Carrying value 1,000.00 Sept. 19· Withdrawal of $6,000. Deposited at Interest in Mellon Bank $6,000.00 Carrying v~lue 6,000.0Q 1968 Miscellaneous Mar. 5 S. W .. Miller Agency: Refund of unearned· premium on New Hampshire Insurance Company Standard Fire Insurance Policy No. 97-17-70 14 R. A. Paynter, Incorporated: 1967 Oct. 24 Nov. 7 15 ·Refund of unearned premium liability Certi fie ate Nb. 792 Policy No. ALB43204 Insurance Company of North America Temporary Deposits $4,000. Deposi'ted at Interest in Mellon Bank $10,000. Deposited at Interest in Mellon Bank $30,000. Deposited at Interest in Mellon Bank 21 $5,000. Deposited at Interest in Mellon Bank 1968 Feb. 26 $12,000. Deposited at Interest in Mellon Bank Cash expended re temporary deposits Amount transferred from Principal-Realty to consolidate - 3 - $55,872 27 134 94 $000 00 000 00 ·ooo 00 000 00 $17 00 ll 00 28 00 $4,000 00 10,000 00 30,000 00 5,000 00 12 000 00 $61,000 00 61,000 00 000 00 $56,035 21 12 740 00 $68,775 21 1967 Oct. Nov. Dec. 1968. Feb. Mar. Aug. Oct. SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses 10 Washington County Reports: Advertising grant of letters 26 Joseph P. Ames: Appraisal of jewelry 26 Frank F. Nicholas: Appraisal of household goods 1 J. C. McCleery: Payment for appraisal of property 6 Mellon National Bank and Trust Company, w·ashington Office: Reimbursement .·for postage and mailing bequeathed items 30 S. W. Miller Agency: Payment of ad~itional premium for unoccupancy permit covering period from 11/17/67 to 2/15/68 11 R. A. Paynter, Incorporated: Payment of premium on Certificate No. 792 liability Policy No. ALB43204 Insurance Company of America re property situate 25 McElree Road, Washington, Pa. 15 16 28 Observer Publishing Company: Advertising real estate 12/6/67 to 12/12/67 Sellers pro-rata share of 1968 real estate taxes 1-1/2 months of $268.03 re property situate 25 McElree Road, Washington, Pa. Observer Publishing Company: Advertising grant of letters 22 West Penn Power Company: Final service 10 Register of Wills, Washington County; Court cos.ts, as follows: 10/6/67. Eight short certificates 10/10/6 7 Grant of letters 10/17/67 3/14/67 8/26/68 Six short certificates Two short certificates Filing inventory One certified copy of Will Alexander W. Acheson: Attorney's fee Pa.: 10 Mellon National Bank and Trust Company: Accountant's compensation F 0 R W 'A R .D - 4 - $8.00 21.50 6.00 2.00 12.00. 7.50 $12 50 5 00 10 00 25 00 9 55 13 00 13 00 4 08 33 51 12 50 3 81 57 00 3,326 63 3,443 61 $6 969 19 $6,969 19 1967 Nov. () 0 BROUGHT FORWARD Loss on Sale of Assets 14 Net proceeds sale of 40 shares American Sugar Company, 5.44% Cumulative Preferred Stock at 11.125 $434.04 Carrying value 460.00 14 Net proceeds sale of 200 shares American Sugar Company, Common Stock at 29.50 $5,822.38 Carrying value 6,975.00 14 Proceeds sale of 76 shares American Telephone and Telegraph Company, Capital Stock at 50.375 $3,828.50 Carrying value 4,028.00 · 14 Proceeds sale of 1 share Columbia.Gas System, Incorporated, Common Stock at 24.75 $24.75 Carrying value 28.13 14 Net proceeds sale of 60 shares Cyclops . Corporation, Pa., Commo·n. Stock 14 14 at 30. $1,773.96 Carrying value 2,070.00 Net proceeds sale of 7 shares E. I. duPont de Nemours and Company, Common Stock at 154.50 Carrying value $1,070.97 1,166.38 Proceeds sale of 30 shares General Electric Company, Common Stock at 103.25 $3,097.50 C~rrying value 3,436.88 14 Net proceeds sale of 10 shares General Motors Corporation, Cumulative Preferred Stock at 88.75 $873.10 Carrying value 947.50 14 Proceeds sale of 11 shares General Motors Corporation, Common Stock at 80. $880.00 Carrying value 959.06 14 Net proceeds sale of 33 shares Westinghouse Airbrake Company, Capital Stock at 35.375 $1,150.67 Carrying value 1,410.75 FORWARD 0 - 5 - $6,969 19 $25 96 l,L52 62 199 50 3 38 296 04 L 95 41 ... ..: ' 339 38 74 40 79 :06 260 08 $2,525 83 $6,969 19 1967 Nov. 1967 Oct. Dec. . 1967 Oct. 1967 Dec. 17 BROUGHT FORWARD Net proceeds sale of $1,000. American Company, 5.30% Subordinated Debenture 4/2/63 due 4/2/93, sold 11/8/67 at 84.50 Carrying value Sugar dated $841.98 883.13 -17 Net proceeds sale of $2,600. United States Steel Corporation, 4.625% Subordinated Debenture dated 1/1/66 due 1/1/96 sold 11/8/67, as follows: $2,000. at 77;375 17 600. at 76.375 $1,999.96 Carrying value 2,148.25 •'\ Net proceeds sale of 23 shares West Company, 4.50% Cumulative Preferred 72.25 Carrying value Preferred Debts Penn Power Stock at $1,647.30 1,840.00 10 Washington Hospital: . »ospital expenses 10 Piatt Funeral Home: Funeral expenses 24 C. J. Tripoli,M.D.: Professional services 14 S. Whites Sons: Grave markers for Mary McElroy Wright and Arthur Alexander Wright, her son 23 Other Debts Kathryn Crosbie, Collector: Payment of 1967 Road Tax on property situate 25 McElree Road, Washington, Pa. $34.88 P~nalty 1;74 Other Taxes 19 Josephine Douglas, Register of Wills: Payment in full of Pennsylvania Inheritance Tax on cash legacies and specific bequests, bein~ 15% on $1~050.05 $157.51 Less 5% discount 7.88 - 6 - $2,525 83 $6,969 19 41 15 148 29 192 70 2, 907 97 $10 53 620 50 8 00 200 00 839 03 36 62 149 63 $10,902 44 Dividends SCHEDULE "B II INCOME-PERSONALTY Receipts Columbia Gas System, Incorporated, Common 1 share Paid 11/15/67 Dow Chemical-Company, Common 127 shares Paid 10/31/67 General Electric Company, Common 30 shares Paid 10/25/67 General Motors Corporation, Cumulative Preferred 10 shares Paid 11/1/67 Interest-Bonds American Sugar Company, 5.30% ~1,000. 9/18/67 to 11/14/67 United States S~eel Corporation, 4.625% . $2,600~ 9/18/67 to 11/14/67 Interest-Bank Balances First Federal Savings and Loan Association, Washington, Pa., Savings Account No. 1-6 Interest received.during the period 6/31/67 ·to · 6/31/68 Mellon National Bank and Trust Company, Washington, Office, Savings Account No. 1327 Interest received 11/1/67 Interest-Temporary Deposits Deposited at Interest in Mellon Bank Income received during the period 11/21/67 through 9/30/68 Disburs.ements 1968 Administrative Expenses Oct. 10 Mellon National Bank and Trust Company: . Accountant's compensation - 7 - $ 36 69 85 19 so 12 so $102 21 $8 24 18 70 26 94 $45 00. 211 98 256 98 ' 2 012. 87 $2,399 00 $119 95 1968 Mar. 1968 Feb. 11 Inventory filed SCHEDULE "C" PRINCIPAL-REALTY Receipts ·Disbursements Loss on Sale of Real Estate 15 Net proceeds sale of property situate Z5 McElree Road, Washington, Pa. to Edward R. Slosky and Loretta F. Slosky, his wife for a tqtal consideration of $13,000.00 Les.s payment of the following expenses: Pennsylvania Realty Transfer Tax $130.00 Local Realty Transfer Tax 130.00 260.00 $12,740.00 Carrying value 13;000.00 Amount transferred to Principal-Personalty to consolidate - 8 - $13,000 00 $260 '00 12 740 00 $13,000 00 .... EXHIBIT NO. i Payments on account of distributive shares: PRINCIPAL-PERSONALTY Katherine Roy Short, Legatee: Advancement on account of distribution under Article 'Third of the Will: . Jewelry delivered 11/6/67 Inventory value Helen. Dawson Campbell, Legatee: Advancement on account of distribution under Article Fourth of the Will: Silverware delivered 11/6/67 $200.00 Inventory value 10.00 Helen B. McElroy, Legatee: Advancements ·on account of distribution . under Article .Fif~h of the Will: . Household goods delivered 11/3/67 Inventory value $126.05 Jewelry de livered 11/3/6 7 Inventory value __ 1;;;...4.-•...;;0...;;;.0_ Helen B. McElroy, Legatee: Payment in full of legacy bequeathed under Article Sixth of the Will: Cash advan~ed 12/11/67 Muskingum College, Legatee: Payment in full of legacy bequeathed under Article Ninth of the Will: Cash advanced 12/11/67 -9 - 140.05 500.00 500.00 $1,350.05 '-. ,- ..... COMMONWEALTH OF PENNSYLVANIA ) ss COUNTY OF WASHINGTON. ) ARLIE W. OTT,. Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY, the above named Accountant, being duly sworn acc;:ording to law, depose·s and says that more than six months have e,lapsed from the date of grant of letters and from the date of the first complete advertisement· of grant of letters testamentary, that the disbursements shown in the account have been made to the parties entitled thereto; and that the account as. stated is true and correct as he verily 'believes. Trust Officer . Sworn to and subscribed before me this 15th day -....,.------ / J /A 1 1 0:f< ·October A. n. 1968 ·' I.--'--.;;;;,...;;...;...;;..;.;;...;~-----· / ~otary Pub lie Washington, Washington County, Pa. My Commission expires March 11, 1972 REQUEST FOR DISTRIBUTION Accountant· requests that distribution be determined by the 'court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. I ·I I .I I Mellon National Bank and Trust Company, . i i JVash~on County Reporls Washington, Pennsylvania (PUBLISHED 8Y WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CoUNTY OF WASHINGTON ) STATE OF PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COl.'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts ol said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, e:'i:actly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ....... 9..~-~.?.~-~-! .... ~.!. .. }.~.-~ .... !.~ .. ~ .. J~~! ............ . that the affiant or the corporation in behalf of which he is acting is not interested in the subjeq ma~te of s id notice or adver~isin and that all .. of the alleg. ations of this affidavit: as to . e~ ~l~ci?nd chara r f the vr?~ ~ true. ~ VU:& . ;Je__~ . ~----....................................................................................... . Sworn to and su .... J~day of... .... Qs:~Q-~~---·············· 196 . ..! .. ...... f.L~----~---·············-- ~ ary Public KATHERINE C. YARD, Notary Pub l :: Washington, Washington Co.~P ... : My Commission Expires .. ;.- . November 1, 1009 Editor • .• :.r'• Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys . • • • • 0 • 0 •••••••••• WRIGHT, MARY McELROY, Dec'd. Late of 25 McElree Rd., North Frank-· Lin Township, Washington County, Penna. ' · Executor: Mellon National Bank & Trust Company, 40 S. Main Street, Washington, Pa. 15301 Attorney: Alexander W. Acheson, Washington Trust Bldg., Washing-ton, Pa·.. 15301 · In the matter of the Audit of Account in I' I '"•• Estate of __ M_a_r_,y,___M_c_E_l_r_o_,y.__._W_r_i_.g=<..h_t-':..:;., ___ '_/ No. 133J,--'o:;_:f'--·--'----• .19~, A.A. deceased. / TO THE AUDITING JUDGE: Enter ___ ___,m~Yo~------appearance for _ _;_----lM::!S:2e~l...,l"-o~h"---'NI.l.IO!a..~t .... l.a..· ~o'"'"n.~.~a::~...~.l --lB..Lac.J..nukl..._.t:!au.n.Lld..~._....tT..Jr~,u.l,..;::Swt...._ __ _ } Company. Executor. · .. 12thday of._---"D=e-=c_,e""m""b'"-'e,..r.,__ ___ _ 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. 19_2§ j r':) :: l !: ,' -----::· . , /"' -~ • (':;'\ 0 G ~ o::.:- . -l: cJ c ,_,. \ ' .. ,~-- .. ' . ' (./") 0~-J ~ .,. _., ~ --.. , :-·-.? ( , ... (" 't" . ·:r» -·' .. ' .. (" ( '. ~ ~ No. 1331, of -------19~, A.A. In re Audit of Account in Estate of Mary McElroy Wright, deceased. AUDIT Jrarripr fnr 1\ppraraurr FOR Mellon National Bank and --- Trust Com2any, Execu~o-~r~·--- .Alexander W. Acheson, Attorney ·-·=============== .~~·2 1 ' Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appeared before me, a Notary Public in and for said County and State, ...... Ri.~.h.~.r.9 .... ~.1l •••• G.QW.a.U. .................. , who being duly s>Worn according to law, deposes and says that he is the S..e.c.~ . .y. ....... & .... Tr.ea.s.. of the Obs·erver Publishing Company, a Plennsylvania corporation, and its agent in this behalf; that the said Company is the owner and pu•blisher of the Obserier-Reporter, succ•essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspaper of general circulation, printed and published and havin'g its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous<ly for more than six months• prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached is a copy of an official advertisement, official notice, legal notice or legal advertis·ement, exactly as printed or published in the ObSJerver-Reporter in its regular editions on the following date or dates; ........................................... . ........................ .9.~.1;.Q.l?.~.r. ... ·~ . ., .... J.9 .... ~-~-4 ..... l.7. ...... J.9.67. ................................ ,, "\..-,t-hat neither th<e affiant nor the Observer Publishing Company is interesrted "\ . in the subject matter of said notice or advertising and that all of the allega- "' tions· of this affidavit as to the timt:t{ace and character of publication • '''ar.~ true. . ........................... {;;~--,~~----~~- ·l ,ffo"-• EXECUTOR'S NOTICE ESTATE OF MARY McELROY WRIGHT deceased late of 25 Mc- Elree Rd., North Franklin' Twp Washington Co., Pa. ., Letters testamentary upon the above ·estate having been granted to the undersigned, notice is hereby given to those indebted thereto to make immediate payment and to those having claims or demands to present them for settlement. Mellon National Bank and Trust . Company, Executor , 40 South Main Street Washington, Pa. 15301 Alexander w .. Acheson Attorney i.Washington Trust Bldg IjWashington, Pa. 15301.' l . 67131-37-43·3t Sworn to and subscr~.d ,fore me this .. l7. ... day o/c;zQC.JQP.~.r .... 1967 eu~~at.;.;?~'-;,t;{~1{¥ ..... ~ w. 26782 WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1968 / Testate Form j PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNJ,Y Estate·· of ....... MAS..Y_M~~~gQ¥. .. WRJGkff ................ . • ) -I . ---.::..------··---------·---------·------------------------------------------------------------· -., · '.'~·-::····;··::.·····;··----------------'D~~~~;;~d'----------------------·-················ T 'T ' ' \ . . No ..... ----------~~~J .. ~L~;9.~-~---··················-~---·· Fiduciary ... ~~~~-<:>-~ .. ~~-~~-~~~--~-~~~-~~~-~---········ · Trust Company, Executor .............................................................. _ ......................... 7~-·--· ... ·-··:···················· Date of \ Date of -' . I Deceqent's~death~ . ., .. S.~ptemb.e.r .. l.8, ... 19.6.7 ..................... Grant of Letters ........ $.~p1~m'R~.:r ... z..a,_,_l9.6:7 .................. . _.. \ . .. . I - This is thE!----------Fi.r.s.t.,~n.d.F.inaL ................................. ac;count filed in this estate If ther~ have be·enr former c;iccounts fif.ed' in this estate, 'list fi'le n\Jmber or number and term ...... ~--------: ................... . . -: . r~ -No Election to take Not Applicable Under or Against will. (cross out one) Date Election Filed Place of; .................................. Record -·•···························· Nam_e of' s~rviving s,pouse.t·;····:···-----,Nqne·-----~---·······.------~---···················::~------····································-···--····················· List issue~ where-material: -r . - None Did decedent marry after execution of will? (indicate) ~No. Any children born after execution of will? (indicate) ~-No. If answer yes, name them ................................................................................................................................ . ----------.................... --------......... --------...... --------------.................... -----.............. -----...... ---·--------------------------------------------------------------__ , __ _. ___ :: :. -:.--:..------------. Legatees Relationship Katherine Roy, now Short Niece Helen Dawson CaJ!l.pbell Niece Helen B. McElroy Sister Violet Adams -Deceased.-·Die:d April 14, 1966 . John W •. Wilson, Jr. None Mary Cleadale Wil~on .None Muskingham College Ndne Washington & Jeff~rson College Nnne List, if exceptions to above: Adeemed: Revoked: Interest 1 Fiduciary, if deceased or not sui juris Pers.onal tangibles .Pe·rs.onal tangibles Personal tangibles and c·ash bequest Gash bequ:e·st)-Are: not suiju.ris, father, John Gash bequest) .Wils.on, parent & natural gdn. _Cash bequest .Cash be·quest and .residuary legatee Lapsed: Abated: Give Cause: Violet Adams -predeceased testatrix, date of death, April 14, 1966 , If partial intestacy, give facts: Not Applicable Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Ru~e No. 9 paragraph ·C: Section 6: Subdivision cJc.received writt-en· notice of the filing of the account and of call of audit? Yes. No. If any exception give cause: ............................................. . File copy of Notice ' .. -:-( ·: .. . · · · ) .. 0 b 11:. 19.t.o. ,. .·' ' . -. and date of malllng .................. ~~9. .. ~.:r. .... ~, ....... v.Y. ....................................•. -..•........ ~----···-··-···-'·-~---·"''·0'~'·········'················· . . ' -~ . ~' Is estate subject to the .filing of ci F~deral .Estate,Tax Return? .. Y.e.s .. ~~~with . .Il.Q.. •• tax.o.win.g., .. clos.iug .. lette-r--d.a.ted ' lJecemuer z. 1';16H · ' · · lA9. 63 (~157 5 1 d"s .\ Actual payment made on Pennsylvania Transfer lnhentance Tax. Amount $. :~··'·······~--······'···"'··at.. ;l. __ s:;_o_unt.s .. If the Will makes any portion of estate subject to a· life-estate, give name and birth date of life tenant ..................... . ············-~-~-~?.-~-~--~-~--"'!!.!.~S.?.-~.P.~~~-«:-~~~-~-~~--!.«:.~.!~-~::~~-~--~-«:.1?.~~-~~Y. .. ~~! .. }.?.~?. ................................................. . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted -to.be. correct; and whether the claim is denied. . ' '. None ...... > ·> Give reference to such ports of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: c '\ -:,· ') .. ' ") l Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: .Principal-PERSONALTY Register of Wills: Cost of filing Fir·st and Final Account Note of Arthur A. Wright, Dec;..1d__-da_ted 5/lll54 for Total additional credits (SUbtract) ~85(}. mt. at 6"/o Balance for distribution ~ l $ ................................... . 28.00 -0- $ .. ?.~ .... 0.Q ........ , ...........•.• : ) $ ... 9.9., .. t!?. LJ~.? ............. . ' $ ... ~~!.}.~~-~-~~---·········· If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); .. Principal-Personalty Monies deposited at interest (to be treated as cash) Jewelry ) ~ilverware )' Hous eho'ld goods ·) Cash ) Cash em hand Per receipts for advancement attached -) . \ \ . ~1ri·,~~·t,~·: c:~:E. _A~:·\:1\·-~~-'{~·· ~' :.~·-i(> ···). ::r (~··.::: i :?-c~ (~,;~~·\,~··-.d~~ ~} :~ ~ / ::: .·f~ ::,_:-:·: ~~t~~ ::,(~.} ~:"':~: ~ .. ~.?';·~~ ~.:·· :, :~ ~c"':.:: Income -Per sonaltZ: Cash on hand '~ ok !.~::..\:.0~~-~-=-t:. l: ) ~'\ '•' $ 55,000.00 214.00 10.00 ~, 126. OS 1,000.00 1,494.72 _(.)'- .2, 279. 05 $ 60. 123. 82 If Family Exemptio~ claimed by Petition, give place of Record:: .................. N.o.t.A..p.plica.ble ................................. . If Family Exemption is .claimed at audit, give name; relationship an~ basis for Claim: ............................................... . List any advancement or distribution. on aCCOl,mt that has beer.~ made, and nature and amount of Same: .Katherine .Roy, now Sh_ol."t Helen Dawson Campbell Helen .B. McElrC?y Muskingham. College Personal tangible (jewelry) Silverware. Household goods Cash bequest .Cash bequest $200.00 10.00 140.05 500.00 500._.00 Suggested distribution of balance shown; both as to principal ~nd incom~, attachi~g signed and itemized elections to take in kilfld if balance is not in cosh: residuary shares bemg stated m proport1ons: . ' •I>~ ·; 7: : ~ AcG-Quntant resp~ctfully re·quests Your Honorable .. Court to~ award the following bequ:e·sts, with .; cre·&it fo:;·advanceme~t"as. shqwn by receipts. filed J~erewHh:· . tangibles under Articles Third, Fourthand.Fifth; pecuniary legacies .unde·r Articles Sixth.and Ninth; further, to· award pecuniary .legaci~es unaer Article-Eighth to .. John .W. Wilson,· father and natura:l g~ardian of ) .. -. . the minor legate~es, plus interef!t at 3 per cent from Septembe·r 1:8,-1968. ·Accountant suggests distribution to-W:ashin:gton and Jefferson of pecunia.ry legacy of $15, .000·. 00 plus the· entire residue for distribution, the combined .fun:d to·.be placed by said College in tlt.e bands of its ) . . Custodian of .Endowment in memory of Dr • .Alexander· H. Wright, the husband of Mary McElroy Wright, and the income only therefrom used .fo·r .the bene·fit of its Department of Ch . . 'I em1stry. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. ·The above named Fiduciary or. representative thereof, being duly ....... l3.~2~.:r;l: ................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. Mellon National Bank and Trust Company, . Exe.cutor Estate of Mary McElroy, Wright to the best.of ....... J.t~ ................... knowledge and belief. • -~ f· S ~: · · · · "; t d b 'bed before ·--.--~-'-H:~;~~~~~~-~~;d:··~::f--D--·--:--~a:e. su sen 19 68. By· //:}; ' . J ;/} .J.-_ ~·~ ~:,'--~" ; }Z:~i-.ec~~'; -•---"~:/h?. -,_ . ----:, -~;-ctl/r~~ ------ Signature.o.f~Offlce~P-· ...... -L~.f:~~::~ a ~ .... ' I ·~ ' • _.,-~~ ':' Title of:Officer .. :~)':l:~~~!.Y,:~~P-~~-C:: ............................ : .. W~shing_ton, ~~~ion 3counll, Mcfrch 11, 1972 Off1ce expires ....... · ................. ~.--~ ........................ ~ .. • ............................................... ~ ...... ~ ....................................................... ~ ................... '!'"' .. '!'. .~ • ,) ,; .. , .. ... \ No. 1331 of 1968 .) Estate of .......... ~~~--~~~-!:'-~.9.! .. ~ .... : .... . l I (j I I ., , WRIGHT .................................... ····---............ ·:-"'-.. -....... : ....... ~ ---.--.-....... -... ---· Deceased l J Fiduciary ..... M.~.UR.D-.. ~~~i.Q.:Q~l-~a.uk~.<J.nd. • J l ...... !.!.~~.L~.9.~.P.~~Yz~.-~?f~k:t!~.9X ............... . PETITION SUR "'AUDIT ·I FR~ WHERE £>;ECED~NT LEF;r A )VILL ,. ) . • ) J ,) . "i ,-; . l ..._; Counsel of Fiduciary wm submit herewi~h the following, in conformity 'with Co~:~rt 'Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e;, and divisions thereof: shown on pages'23-24. ) 1. Written praecipes of all Covnsel in the ) 2. 3. 4. 5. 6. 7. 8. 9. 10. case. · . .. · Copy of o~der appointing Gua~dian ad litem, if pertinent. · · Copy of Order appointing :Trustee ad litem, if pertinent. 1 1 ._; Proof of service of above .. Letters Testamentar-Y or Administration C. T. A. or an attest copy1 of, W·ill. Copy of inventory and ~ppraise~ent. Proof of adver~isement of grant of letters if not filed with aecount. I Certificate of liens in 'ca~e any df the funds for distribution are· from judicial sale of real 1estate. · · · Signed and itemized elections if any distribution in kind.. . , Copy of Federal Estate Tax ret~rn if es- tate is subject thereto. I • ' ' A1exa~der "w. Acliesori ............ ---.... --.. ---.. -----------.. -.-· ........ ----.. --... -......... ----..... -... -.. ----.. ---. Attorney ~~2 .J ;· '\ ' ~ ;,, J ~ (I-'~ • .., L ' .. J I~ 'i:l"'~l··:~ ~._; :.' ·~·: R~: ~ ~~~ '~J~-: ,., ,._LS co .... , ------------- OJ s·-~ -,: ''~ .. · ,} ~·· r ,-:~~.-<· ~~ ·~:~:~~·.: ~ .. ,. l~t:t .. -~~ v "J '" 10 : ~·¥·;: ~:":(~ ( ·!. ,,, ' J .~' •.) \ ",. ., (."'"\ ,"~ c ,~-..,~\,.,-"r -,., ~-, .·, ...... \ ., ..,., .- c--, ,...,. :-., "':;"' > ") ' ~~ .::;./ 0'. <"'':· ,? /' . • • ' • ... <";:; '. • .• ' \ ,> .J '· ~,. ]'' ·, :) . '·] .) "· '· ~ -.-..... AJn tqr ®rpqa:us' OJnurt nf lluaqingtnn Qlnuuty ESTATE OF { No.J?.~.L ... Of ,19 .. ?.~ ...... , ':b:Ax \ .¥.~~Y .. M~~~~-9.Y.~.W~~-g:"Q~.L........................ ' In the matter of the~--~~E~~ .. ?.-.t::~ .. :f..~!!-§:! ......... . Deceased. Account of "·M-~.U9.n .. N?:UQJJ..9,t .. B..~D.K.9-.UQ ... . . Tr.!J.$.t..C.9.m..P.~JJY.~ ... EZ~£!.1J.t.o.:r ....................... . ADJUDICATION yo DECREE And now ......... }~_t]:I};§.~.Y: .......................... :( ......... , 19.9.~ ... , this matter came on for hearing, audit and distribution at this session and tes·timony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $.6.0~.1.2.3 •. 8.4 ..................................... 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 wi,th 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. Balance per account ...... · ........................................................................... . · Additional credit asked at audit 28.00 Balance ...................................................................................................... . Deduct Clerk's Costs & Receipts .......................................................... :~.... 61. 00 Attorney ............ .f::!.~-~9.-!!-.~~~--Y'!.::.!::~.Q~~~-~---······ ................................. . · Washington County, Personal Property Tax, per praeci e filed, credit to be taken by the accountant for funds advanced prior to distribution by the Court, 31. 84 Washington Jefferson College, Washington, Pa., legacy, in trust, as set out in Paragraph Second of the Will, (Tax Exemption Certificate filed), 15000.00 Katherine Roy, niece, specific bequest in kind of diamond ring, 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, 200.00 Helen Dawson Campbell, niece, specific bequest in kind of sterling silverware and table linen, 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, ' Helen B .. McElroy, sister, specific bequest of items set out in Paragraph Fifth of the will and cash legacy, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for funds arrl items 10.00 advanced prior to distribution by the Court, 640.05 $60,123.82 ···················:-. $60,062.82 $60,030.98 $45,030.98 $44,830.98 $44,820.98 $44,180.93 J ., > ty ._. = ty ..... ~ ~· ... ..... t = = ., ~ = ty s "' ~ .-: "' "' ~' J J ( ...... J 0 -m Ill 0 ..... CD 0 - J j -·' J j J .J ) 0 n ::::s z n 0 ..... ~ c if ::::s ..... 3 0 0 -.... ..... CD ., 0 0 --..... :::r CD. ~ ~ ' )> ;> j J j J .J J- j John W. Wilson, father and natural guardian of the estate of John W .. Wilson, ·Jr., a minor, legacy, plus interest, John W. Wilson, father and natural guardian of the estate of Mary Cleadale Wilson, a minor, legacy, plus interest, Muskingum College, New Concord, Ohio, legacy, unde the terms of tlie will as set forth in Paragraph Ninth, · ·credit to be taken by the accountant for funds advanced · pii.or to distribution by the Court, (Tax Exemption 102.36 102.36 Certificate filed}, 500.00 Washington and Jefferson College, residue, intrust, under the terms of the will, (Tax Exemption Certificate filed), 43476. 21 $44,078.57 $43,976.21 $43' 476 .. 21 No balance \ • .J • I ' f-.-, ( .. , \ .. •' ,.) .~ :_ ,: ·~' m ( :-· ' ·~. j . J ~ ty. ._... .. = ty t=;)' ~ ...... -· 0 = ~ = ' '; ty ·-' s ~ to\ ~ ~ ~ 0 ...._ m en ) ...... c 0 ...... (1) J~ .o ...._ j J~ J J • ::0 Fl7J-r;;~: ~~~~ ~~~ --· - D·~--~~r; ~::0 r=->-:: 10 (/) 0 :s z () 9 () -+ 0 :T c (1) :s ·3 ..... ' 0 0 ·' -·:+' -· (1) .':'I .... ''0 0 -t.•r ...._ -~-· \_j. ...... :T . .(b. ,., :-o .J 1: '-' > ?> ,_, ~--;) ( ) (.9 c • > :-;:. -c .~-"· f"",\'";'1 r:~:::.-,--:oo ~,...;---· ~ l I ·• 0 .[::.. 0 0 3Jn t4r ®rp4ttn!i~ Qinurt nf Dlas4ingtnn .arnuuty ESTATE OF { No.J~-~J_ ____ Of 19 .... ?.?. .... , ~ .. MC?:~iJ'0.~~liQY .. W:rJght.2......................... \ In the matter of the ... X~."£~~-~-~~--:f.-~!-!.<?:! ________ _ . Deceased.· Account of .. ~~l!~-~-~~-~~?.I!~.!.E?.'?:I!~ .. C?:!-!g ____ _ ADJUDICATION AND DECREE And r:ww ...... ~},9:~~~?;_Y. __________________________ ~/ ...... , 19§.$ ____ , this matter came on for hearing, audit and distribU'tion at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ .. 6.0.,.123_B2: ___________________________________ and the account is accordingly confirmed; and it is o~dered, adjudged and decreed that the said balance be paid out by the Accountant in accordance W11th 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. J . .. , ...... <;r--~ ns ···'··---~d. .. k(~v. ~ SCHEDULE OF DISTRIBUTION . Balance per account ... ·-------.------------------------------------------------------------------------ Additional credit asked at audit · Balance .... --------------------------------------------------------------------------------------------------- Deduct Clerk's Costs & Receipts-----------------------------------------------------------~---- A tto rney ______ ~ __ .f!: _\ ~!.9: ~g,E?E _ '!!. :~ __ .f:._c;_ h.E?.~. Q !] ____________________ : ____________________ . ___ _ Washington. County, Personal Property Tax, per praecipE filed, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Katherine Roy, niece, specific bequest in kind of diamonc ring, held in kind and distributed as such authe appraised value, credit to be taken by the accountant for item 28.00 31.84 advanced prior to distribution by the Court, . 200.00 Helen Dawson Campbell, niece, specific bequest in kind of sterling silverware and table linen, 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, Helen B .. McElroy, sister, specific bequest in kind of items set out in Paragraph Fifth of the will, and cash legacy, held in kind and distributed as such at the appraised value, credit to be taken by the accountant for 10.00 funds and items advanced prior to distribution by the Court, 640.05 John W .. Wilson, father and natural guardian of the estate of John W .. Wilson, Jr., a minor, legacy, plus interest, 102.36 $60.,1.51 .. 82 $60,030.98 $59,830.98 $59,820.98 $59' 180.93 $59,078.57 l ll, J 0 -+-0 )P IT1 n ::J z VI n 0 0 -+ 9 b' c ::r -+ ::J (1) -.-.. (1) s:; -+ 3 0 0 -+- 0 -+-=+ (1) b' -· .... 0 0 ~ -+--+- . ~ to+ -· -+ ::r (1) t " ~ = ~ :-o = b' s ~ ~ ...., ~ ·?> ~ ?> ~ J ... J J j j • J . .i . .) J . -... J j "J J J ".J •• .J .. J J J John W .. Wilson, father and natural guardian of the estatE of Mary Cleadale Wilson, a minor, legacy, plus. interest 102.36 \.J Muskingum College, New Concord,. Ohio, legacy, under terms of the will as set forth in Paragraph Ninth, credit to be taken by the accountant for funds advanced prior to distribution by the Court, (tax exemption certificate filed, 500.00 Washington and Jefferson College, Washington,. Pa., legacy under Paragraph Second of the will and residue of the estate for distribution, the combined fund to be place< by the College in the hands of its Custodian of Endowment in· memory of Dr .. Alexander H. Wright, and the income only therefrom be used for the Department of Chemistry, balance, in trust, (tax exemption certificate filed), 58476. 21 ' $58, 976. 21 $58,476.21 ,. No balance · ··- J J. n a J ~{;~ ~ !""' "" "" : '\' ; ~ ..__,,.. : J .. J. - ' ' : ~'~ .. ~ t t r -·. ~ ~:' :, . ... / ~ 1\l /•"' "~ '-"' J . j~ '~ ·~ j 0 -m .. a--~ --.. ~ ;.·· 0 n n 0 c ::::! ...... 0 ·" -- .:~j .. .:. -j ::s z -+· 9 . :::r .. (1) 3 -~ G:-'~ 0• -::t -" ,..,.: J (1) '-' ..... 0 0 --· ...... ::::; . ~ (1) .J : ~~ J IN THE ORPHANS' COURT OF WASHINGTON COUNTY, .PENNSYLVANIA RE:. ESTATE OF ) MARY McELROY WRIGHT DECEASED RECE::IPT FOR ADVANCEMENT TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I •. HELEN B. McELROY, legatee under "Article Fifth of the Will of Mary McElroy Wright, Deceased, hereby acknowledge to have received from Mellon.National Bank . .and Trust Company, Executor of the Estate· of Mary McElroy Wright, Deceased, the following,.at the value set opposite t~ereto: Jewelry per appraisal ·.Household goods p~r appraisal $ 14.00 $ 126. 05 and request Your Honorable Court to charge the same to me in the Decree of Distribution t.o be entered in said.Estate. ,, . In consideration of this advancement being made prior to the filing and .audit of a First and Final Account, I hereby_ agree to refund on demand, all or any part of this advancement which may be determined to have been improperly made. DATED this_~3-J../ __ day of~ , 1967. Helen B.· McElroy J IN THE ORPHANS' COURT OF WASHINGTON COUNTY, ,PENNSYLVANIA RE: :ESTATE OF MARY McELROY WRIGHT DEC~.b.SED RECEIPT FQR ADVANCEMENT I, KATHERINE ROY, now SHORT, legatee under Article Third of the Will of Mary_ McElroy Wright, Deceased, hereby acknowledge to have received from Mellon National Bank and Trust Company, Executor of the Estate of Mary McElroy_ Wright, Deceased, the following at the value set opposite thereto: . Diamond ring per appraisal . $ 200. 00 and request Your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said Estate. In consideration of t~s advancement being made pri~r to the filing . . . and audit of a First and Final Account, I hereby agree to refund on demand, all or any part of this advancement which may be determined to have been improperly made. DATED this 3/ day of ~. 1967. L~~~ Katherine ~rt WITNESS: ,: (J ,.,. ~ \ •• • •• " - :IN THE ORPHANS' COURT OF WASHINGTON COUNTY,. PENNSYLVANIA RE: .ESTATE OF MARY McELROY WRIGHT DECEASED } RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: :I, HELEN DAWSON CAMPBELL., legatee under Article Fourth of the Will of MarY. McElroy Wright, Deceased, hereby 4cknowledge to ·have received from .Mellon National Bank and Trust Company, Executor of the . Estate of Mary_ McElroy Wright, Deceased, the following at the value set opposite thereto: Sterling silverware and table linen per appraisal $ 10.00 and request Your Honorable Court to. charge the same to me in the Decree of Distribution to be entered in said Estate. In consideration of this ·advancement being made prior to the filing .and audit of a First and Final Account, I hereby agree to refund on demand, all or any part of this advancement which may be determined to have been improperly made. DATED this '3D~ day of ~ , 1967. ----~~~~------- ~-) . -~ ~_____:.-A_~---~---· ~__;____,;=...~..:;...__· ...:___ Helen Dawson Campbell WITNESS: ' .. l t .. • .. t ' ' . I ' ) SRF:1lw 31 12ooo11ooo67 ACCOUNT NO. 101-212 . IN THE ORPHANS 1 C.OURT OF WASHIN:iTON COUNTY, lE NNSYLVANIA ...... ~. ' . . . RE: ESTATE OF MARY .I'oicELROY WRIGHT, DECEASED I I I RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE JUDGES OF SAID COURT: I, HELEN B. McELROY , being beneficially interested in the above titled estate, hereby acknowledge to have received from Mellon National Bank and Trust Company, EXECUTOR of the Estate of MARY McELROY WRIGHT , Deceased CASH BEQUEST UNDER ARTICLE SDITH OF TH& WILL BEING THE SUM OF FIVE HUNDRED DOLLARS ($500.00) and request Your Honorable Court to charge the same to me in the Decree I of Distribution to be entered in said Estate. ·~:-· .. :. ~ ... 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 which may be determined to have been · improperly made. DATED this 1..3 ;eL day of -~-'19 67 WITNESS: .... I· . -~ ' •. ' ' I .,,. ·•. f .•... . • ~ IS ?Yl &·~D (SEAL) . · . Helen B. McElroy t ' i1' •' I I, .::. SRF: llw 31 12/11/67 .ACCOUNT NO. 101-212 ---.. - IN THE ORPHANS' COURT OF WASHINGTON. COUNTY, PENNSYLVANIA MARY McELROY WR~GHT; DECEASED I I I REGEIPT FOR ADVANCEMENT TO THE HONORABLE, THE JUDGES OF SAID GOURT: MUSKINGUM.COLLEGE , being.-.···beneticially- interested ·in the above titled estate, hereby acknowledge to have received from Mellon National Bank and Trust liompany, EXECUTOR of the Estate of MARY McELROY WRIGHT , Deceased CASH BEQUEST UNDER ARTICLE NINTH OF THE WILL BEING THE Sill4 · OF FIVE HUNDRED DOU..ARS ( $500.00) and request Your Honorable liourt to charge the same to it in the Decree ot DiStribution to be entered in said Estate. In consideration of this advancement being made prior ~o the filing and audit ot a Final Account, It hereby agrees to refUnd on demand, all or any part of this advancement which may be determined to have been improperly made. . · DATED this . ;sa_ ' 1967 ATTEST Muskingum College ~ By: ' ~I I, . .. ~ . · ·vicer··Pres.iderit ·for Devel.opment· & ·Public Relations -,--------------------------~~~--------~--------------------------------------~~~--~~----------, ... .(1 I ·p ·.·f.-..j ., I .. IN THE MATTER OF THE ESTATE OF ,MARY McELROY WRIGHT DECEASED: } ..; ~ IN THE. ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA, .. 1331 of 1968_, ., NO·--------------~--~--~--------~------------------ .J '. KNow AL.:L MEN BY THESE PRESENTS, THAT WASHINGTON and .. JEFFERSON COLLEGE -I es. co/HEREBY· ACKNO.WLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY ______ c..::E=X,_,e,_·C"'-"U,_,t,.,O,.,r,__ __________ _ .) OF THE ESTATEOF ___________ M __ a __ r~yL-M __ c __ E_l_r_O~Y~._W __ r_i~g~h~t--------~--------------------~DECEASED. THE SUM OF < Fifty~Eight Thousand .Four Hundred Seventy...;Six and 21/ 100-·--1, 58,476. 21----1 coLLARs IN .FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT_ OF WASHINGTON COUNTY, PENNSYLVANIA. i>!ADE AT NO. __ __;l:_:3:_:3:_:1::.:... -=O:.::f-=-19.:_6~8.::__ _______ _ WITNESS MY HANO AND SEAL THIS s!"'-... DAY oF February t9~. wom"~~ Principal Cash _$56, 201. 88 Wa .. !:_~on & Je~C0ollege .By. ~---==~·4 ~ ~~~--~~~~~~~~~~====~~---------~· .Income Cas_h 2, 274. 33 58 476 .• 21 w .. azez <• f No. 1331 o£,1968 v···- ORPHANS' COURT ESTATE OF ·I ·Mary McElroy Wright ·: ;:, DOCKET PAGE ···· ···i . ' RECEIPT ' ) FROM Washington & Jefferson College TO Mellon National Bank an~. Trust Company, Executor FILED 19 __ . 1 I ,_ ';·: •, /~' ~ : ,.1,'-1 I. I ~ •: f-}' ) . '-' , .. ' '~ . 'f, ·. ··' .... •10.0: '·> J ) ) .. """;··· ~ .... ~~-. ··~ . IN THE MATTER OF THE ESTATE OF } I .J IN THE ORPHANS' COURT !N 'AND FOR WASHINGTON COUNTY, PENNA. MARY Mc·ELROY WRIGHT --~,.~--------------------------0-E-C-EA_S_E_O_,--- .) .. ) 1331 of 1968 NO, __________________ ~~----------~~---------------- 0 J ·. • ---1 .} I; John W. ··Wilson; father and nat~ral guardian. of KN 0 W ALL MEN BY THESE PRESENTS, TH AT__:t:=:h:..::e:......::e~S=-t=.:a::.t.:;.e=--:-0=-=-f --=M=a=r.J.V--,:...:C:...:1=-e=-a=~r=d=-=a:..::1:....:e, __ W'-=i'-=1.;:;'S--=O:....:rt"",.__a---'m=lc:..' n.c:....::.O--'r __ _ DO HEREBY·ACKNO,WLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY~ __ ._E_x __ e_C_U __ t_O_r ______________ _ . .J Mary:McE1roy Wright OF THE ESTATEOF------------------------------------------------------------~------DECEASED, THE SUM OF . One Hund.red T_wo and 36/100------------------------------102· 3.6 ... ···-------------'-------'------------·----· -----' . ($ 0 -------rDOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPH·ANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE 13.3'1 .of 1968 ATNO. ______________ ~----'---------------------- WITNESS MY HAND AND SEAL THIS . d--~ DAY OF __ ...:F~e:..=b~r=-u=a=.=r_..yL-.. ______ 19~. W'™'"~.:J4~ 3t.?...5d-~ ~~~J w. 8181 .·., . .~_ 7 I NO. , ; 1331. of 1968 ) ORPHANS' COURT -; I ESTATE OF Mary McElroy Wright < _, DOCKET PAGE ______ _ ,. ) . 1 RECE.IPJ FROM ./ ..) -·John W. '\Vilson, .father .and natural gdn. of the estate of Mary Cleadale Wils·on. a minor TO Mellon National Bank & Trust .) Company, Executor \, _ ... ; ··"'i FILED ,&--~ j). :? 19&, L r-rr-w~ -j: ~~ . I i. .. : .. :) 'l I i i· ~-~· .) (·) -, -J 'J ~ J •. ) IN THE MATTER OF THE ESTATE OF } MARY McELROY WRIGHT ~· --~--------------------~~-----0-EC_E_A_S_E_O,----. IN THE ORPHANS' COURT IN ANI:! FOR WASHINGTON COUNTY, PENNA. 1331 of 1968 NO•--------------------~~~--------~------------------ I, .John W. Wilson, ~f~.ther and natu~a1 guar~ian of KNOW ALL MEN BY TJ-:IESE PRES~NTS, THAT the estate Of J.ohn W. Wilson, Jr.;, .'l:i minor Executor CO HEREBY· ACKNOWLE'CGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY----------~'------------------- OF THE ESTATE OF ______ ~_M __ a_'_r_y~M--~c_E~l~r~O~Y~. -~--~r~i~g~h=t~----------------~~---------------DECEASEC, THE SUM 0~ One Hunclred Two and 36/100-----------------------------.:. ----------~---------------~--------________________________________ ($ 102. 36------:tcOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS"COURT OF WASHINGTON COUNTY, PENNSYLVANIA MACE ' ' AT N0. ____ --=1-=3-=3~.1::_. =O.,_f _,1,_.9'-'6"-'8=<----------- WITNESS MY HAN 0 AN 0 SEAL. TH I s ____ -<cj __ -c~F----OA Y OF ____ _,F....,e""-"b'-'r'-'U""'-"'a'-'r'--y-1---------1 g_____Q_<l_, ~$~· ~/)/ ?r?tcf~~ Jo~~JN. Wils.on, father and natural gdn. ~ e·stat'e of John W. Wilson, Jr. · ,W, e!U .; ._NO. 133l of 1968 r.:.···t·'? -.~ ' ORPHANS' COURT . ESTATE OF ·-< ) Mar~cE~~~ght .. X:: c::!: ~~ .. ex: ::> 6-<!;:::o-0 ~ . LL-o· :z . .-: o--· 0 . -4,.1 ::.:: ~-:- DOCKET ....., _~a£.~'.;:.::>"~----= ••• . 1--.-. ~ ([){)' (f) -ex: cn-::X: I .ex: 0 c.n __..£ X: ::::::> •-'L.J <( -U- a:: -..... ..... ;::;...-en :u:;, ) .. RECEIPT (,) . ._.) FR0!¥1 John W. Wilson,~ father and nat ural gdn. •of the estate of John W. Wilson, Jr •• · a minor TO; ..> . -. .} Mellon National Bank &. J'rust ~ ,.) Company, Executor '•' . :1 _ ~:-~ 19a -~j!Y ! .. . ) I I, ') t_..; I : :'.<; _..) • I ..) . I . ' Form RCC-33 COMMONWEALTH OF PENNSVL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF ...... -~ J\.S..IgNQ~.9~ .................. .' ....................... .. IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the Count~ where decedent ·resided; Re.turn is due within one year after date of death, unless an extension is granted ty the Secretary of Revenue. (Section 703 of __ th!! __ Inl).eritance __ ~n!l .E.~ tate :rax Act of 19!31.) -----:;;:~;;;;;;~~:;::_:~-------• -}:::UA:~: OF · ADnma&'Bl&'EeB Late of .......................... JilASHINGTON......................................................................... County :.:.:· .:·: =~~ :~::~ :~_:}"' Arlie w. Ott Trust Officer Mellon ·National Bank and Trust Company, ................................................... ) .................................................................. , ................................................................................................................... ,.................................................................. ............................. Eueutor of the estate of the above-named decedent being duly sworn; depose and say Decedent · dled .................. : ............ .S.~P.t~mP..~.r. .. (~fonth) 18 ( llay) ....... , trP.7 ............. ,f testate leaving a last will, copy of which is hereto attached. } (Y~:~~r) l~:b3:t= other authorized representative to N~me and address of attorney or} .............. Mellon .National .... Bank .... and .... Trus.t .. C.ompany .......... ... .. ..... . whom all correspondence should be. . .... S, .lvla.:L.P. St~ .. ; ... &. GJ?.~r.;r.y ... Jl.V.~!J.:W.~~p;i,l:J,ej;QI.J:.J -~~.J::!P:.f:l.Y..:J:Y.~!:l.~.~ .................................... . mailed. That as such .......... Exe.cut.ar ................. deponent is familiar with the affairs of said estate and the property con- < Exer.u tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER IJiiSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TODECEDENT Washington Office of Mellon National Ba.nk and T:t:ll s:t CQIIlJ;la.D~ .Toint wi t.h Helen R McF.lrov !=:;.::+<>1" That the contents o~ 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 h,ereto 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 da~e of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and. page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of· death of decedent. That Schedule B 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 de~~dent at the .tiflle of death, whether .Jfl decedent's immediate possession, standing to decedent's cr~di*' ·in banks of d~p~si't,-savings. banks, trust companies, or other institutions, whether individually, _or. in trus_t ;for ..... any other person or persons giving also s_eparately the accrued interest thereon, i~ any, .dowr{ to the l~st interest day prior to decedent's death' in' the case of savings banks, and to the date of d.e"C"e.dent'-s de~&th · r ... · , :-:-·: : : :-:--: :-· _--. ,.... ·in ·all otfler cases; all bonds, postal savings, treasury certificates or ·notes and other evidenc~~of .... in.:. debtedn·es-s or· the -United···states to the decedent; all obligations, whether by statute or. ~g"feemenf·they• .• :'· are designated as tax free, of. the United States, or any .. state, or political subdiyision thereof, or' or''; any forei~ co~n£ry, whi,ch :are .'oWned at the time of death;. all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortga.e;es held by decedent and of all claims due and owing decedent at the time o~ death, and all promissory notes or other instruments in writing for the payment of money of which decedent died, possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such dep!"eciation ·as to each i tern; . all moneys payable to the estate from life insurance polictes carried by decedent; all annuity and endowment contracts the proceeds of which were payabl~ upon the death of the decedent; and all the corporate stocks and.dividends due thereon and unpaid as ·of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. ·- ... In the c~se 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 f~rth in itemized form, together· with the fai.r 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 answ~r 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 pos;~ssion. 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~ee and all other facts•. of a pertin~nt nature rega~ding said tra~sfer.s.; .J.in the ·case of t~ansfers -intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule ,a-coJly·· of the deed, trust agreement or other instrument creatiJ;Jg the trust. Thero~ .is !J.lso set forth in said schedule a list of all property, real and p_e!~.?~~l, with' its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either lndiv:i.dually, or jointly with a!lother, or any power of appoint- ment vested in decedent, either ingividu!lllY or jointly, bythe will, deed, or other instrument of another, with a copy of the instrument creating such_ pow,e.r attached to the schedule. . . '... ,. . -.... : t ~ . ~ That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, ·t,he 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 d.eath, 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 instruments effecting the vesti ture of real estate and the date of acquisition of personalty, plus the name, address and relationship~ if any, of co-o'wners· to the deceden-t. r'.:. 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 unpaid at time of ~ . death; taxes accrued charge.able for period prior to decedent's death. (except. those. allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the 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 Summary. _, Subscribed and sworn to before me this Mellon National Bank and Trust Company ........... :." ... : ... , ..... ':i.~M ............ day of ........... ~ .................. 19 ... f?....f.. .. ............. : ............... )l~:~····'!.!?.: ... i~ . .x~ ······································· SARA M. V/\N Kl:lK, Nu~r:·y Public Washingtc:l, r·'~!~!: .. c:tJo_ C~~nty, Pa... My Comm1ss;on ..:~:;1res October 14, 1970 (E.Y.L~Ai:1:k~t-Qff:i~er ................... S.~ .... Main ... St.a~ ... & .... Che.r.ry ... Av.~ .. ~ .. ~ ...... ~ .. '"-.... ~ .. (Street Number) ................... W.~f?.h;J,.ng~gg, ... J~~P.:P.-.~Y.JY.~P.t.~ .......................... . (City or Town and State) NOTE: Before signing affidavit make-sure a·ll blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (1-64) , , , • COMMONWE,AL TH QF PEN~SYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQENJ SCHEDULE "A" -iEAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenarit or tenancy by entireties, report on Schedule "E". Property held by the .de.cedent· as tenant in common with another or others, should .be identified as to quantum of interest and the estimate.d value should be that of the decedent's interest only. The real property located In the Commo!."wealth of Pennsylvania should be described by lot and block .number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm· state number of a- cres; also statement of mortgage encum~rances upon each parcel at death of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. Alllthat certain tract of land situate in North Franklin Township, Washington County, Pennsylvania, together with improvements thereon, known as 25 McElree Road. (Sold) i Deed Book Volume 548, page 699, Washington County, Pennsylvania. I ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this.total opposite "real property", Schedule "A" in the X X X X X ''A.s Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this spoce) $ 13,000.00 t'r'Y. JJl /vt;r•' $ 13,000.00 ! I RCC-35 · ·· · ·· ., COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" ____ RE_S_I_D_E_N_T __ D_EC_E_•D_E_•N_T __________________ P_E_R_SO_N_AL ___ P_R_O_PE_~R~T_Y ____________________________________ / INSTRUCTIONS: Th.is 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 dec~dent, 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 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. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION NO• List and desc"ribe fully VALUE MARKEl' VALUE (Do not write in this space) Cash, securities, etc., per copy of Inventory 1/ . ~ attached hereto: $ 55,872.27 ( ~ ~-~~ I .. .. I .. Insert this total opposite "Personal Property", Schedule }B" in X X the "As Reported" column on the last page of this return. $· 55;872.,27 I \ h . ' .. RCC-37 (12-63) CO!\DIO~\\'EAI.TII OF PENNSYYLANIA TRANSFER l~IIER!TANCE TAX RESIDENT DECEDENT -- BENEFICIARIES AND ADDRI!:SSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Katherine Roy. now Short Elberon N.J. I . ' ~ Helen D. Campbell Remsen N.Y. Helen B. McElroy 1ATRl'lhi nlri;on Pa * $500.00; Ho John W. Wilson Jr. Laurinburg, N.C. Mary C •. Wilson T.~,,,.; nh111"a N. C. Muskingum College 1\T<>,.T f'rrn l"f"''Y'n ()l·d f"' Washington & Jefferson College Washington, Pa. Violet A the 'T'e!=lt. • 't • "VI SCHEDULE "D" BENEFICIARIES RELATIONSHIP (If step-children or SURVIVED DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Niece Yes :Ring ($200.00) Niece Yes Silver &·Linens (10.0 Sister Yes * ~sehold goods an jewelry ( $ll.J0.05) None Yes ffilOO.OO None Yes 100.00 "iOO.OO :hs•.:ooo.oo and entire residuary estate ams, named in t e Will. nr edeceased l.t.riX" : G .. . , 'I .. . , Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~: Will ~Tiffi'l~lRm t No. .......... Year .. .. P.J THE ~lATTER OF THE APPRAISEMENT OF THE /" ESTATE OF Mary· McElroy· Wr-ight··············.·· .. ··. ..... Deceased Late of . w~;],~J:J.}.p.gt QP .... County of .. Washington .............. . Commonwealth of Pennsylvania REPOR1' AND APPRAISAL cs Sllii,J _-:o tF11SiD3CJ ONI~\tt-J l"l]SS{ICJ [ l·}d C ·;_-, llf-'J·j ;f''J,-.1 ·~-' .,, 0/, ~~·-.Jll 0.] l/~j ' (" c i ·'· ..,.. c II * (.I c .. ' c (. (" ! ' - (Executor-Administrator must complete "As Reported" column #1.) CJ .... 0 "' "' ...., ~ ;.: ~ o-;- t:r:l "' ..... ~ ..... (1) (: -0f" 8i 'l;o ()) .:.....:] !D f\:i .:....:! ·_:.., ...., '"d :;:l:l .... (1) (1) ~ .... e:... ::l "' "' 0 ...... ::l '"d (1) e. .... .... "' 0 '0 '"d (1) .... .... 0 ~ '0 (1) .... ..... '< en c: ~ ~ > :;:l:l --w en (') ?" ?" en ......: (') ?" q 1::5 ~ ~ -0 -> "' .00-0~ V!'l-':;:l:J \Jl lAJ (1)-.;. 'io '0 ,_ :():) :0 0 ~ .:....:! :o ::::. . :1\) :0 (l) ~ru ~o ~ .:....:!.:0 -0 . "-0 .fin -0 -tP.--0 ~~:.~ --~·:_. ~.:. '~ .. ·~. ~- J~~~ : \. v ·~:~I': :,, : ~ r.~ ~-:~ ~-~ :~ :\) :::: -~ .\) g_ (.; ·, ~· ~ II \ ti' ~I· e ~u -. ~- ~ . .. Form RCC-10., \ ....... · .-DEDUCTIONS ALLOWED IN J OFFICE OF TME REGISTER OF WILLS .THE SUM OF . . . . . . . . . . . . $ ..... t. .. .<..t-l~ ... ~.l Washington OF __ :..;..__ __ ~---COUNTY COMMONWiiALTM ""'/Z:";fl_~::::/ Register of Wills, Agent ESTATE oF Mary McElroy Wright LATEoF ____ W~a~s~hi=·~n~g~t~o~n~·~P~e~nn==~s~v~lv~a~n==ia~------ DATE OF FILING APPRAISEMENT April 26, 1968. DATS OF DEATH ___ ... Suoeo..tp~t~e~m~b~e'"""r~l~8~,~1J.9~6u7 ____ _ DATE NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHEit .L7Uif Oct. 10 Washington County Reports: Ad ertising grant of letters 12 50 26 Joseph P. Ames: Appraisal of .i 9welrv 5 00 26 Frank F. Nicholas: . Appraisal o household goods 10 00 Nov. 1 J. C. McCleery: Pa vment for a ppraisal of propertv 25 00 6 Mellon National rcank and Trust Reimbursement or postage and ~ompanb' Wasrena_tpn Office: ma1 1ng egueat e 1tems !) 55 30 S. W. Miller Agency: Payment occupany permit c.overing pe~io<:: pf additional n.remium f/r un- from 11/17 67 to 2/15 68 13 00 Dec. 11 R. A. Rapnter, Inc: Paym,ent o Liability olicy No. ALB43204 I permium on Certificate No. 792 P.surance Company of America re property situate 25 McElree ·Roa d; Washington Pa. 13 00 15 Observer Publishing Company: ~dvertising real estate 4 08 28 Observer Publishing Company:: ~dvehising grant of letters 12 50 l\]bB Mar. 22 West ·Penn Power Company: Fill al service 3 81 Reptster of Wills, Washington C punty, i?a: Court costs as follows Au2'. 26 10 67 67 Eight short certificate s _$ 8.00 10/ l0/6.7 Grant of letters 21.50 Six short certificates 6 00 19/17/6.7 Two short certificat~s 2.00 3 14/67 Filine: inventorv 12.00 8/26/68 One certified copy of 'Will 7.50 57 00 Oct. lO Alexander W. Acheson: Attorne ~r' s fee 3 326 63 lO Mellon National Bank & Trust Cc : Accountant's compensation 3 443 6_1 l\]b[l Oct 10 Wal'lh; Hnsnital· Hosnital e: lcnenses 10 t:;~ 10 Piatt Funeral Home: Funeral ex IPenses 620 "~a;o Dec. _Qct_ 24 c. J. Tripoli, M.D.: Professic nal services R 00 14 _i_-tJr~tjJ Sons: G.Wave markers rt r exander ri2'ht her s for Mary McElroy Wright and :ln 200 00 23 Kathrvn Crosbie Collector: Pa vment of 19_61__Roa_d ta_x:_ on_n_r_on- ~~ty situate 25 McElree Road, "V 'enaltv ashington, Pa. $ 31·9~ 36 62 All security transactions are sh pwn as net. Accountant requests deducation for brokera2'e char_e:e Is in the amount of 179 51 ~~le qt to?. M,q .. t.are t .ttoaa-, vv as n1n ~ton, .t-'a. $ r~<o·. <o<o ~;~~€riJ~1ftJ~.;!l!n~f,J'¥ax 260 00 COMMONWEALTH OF PENNSYLVANIA CC:tJAJI/,() (1~/1 (J,} ~ . $8 250 84 z/US ~ ~~~ t.) ' . COUNTY OF Washington 1se. ~JW/ 1 Arlie W. Ott, Trust (l)fficer, ~ellon National Bank and Trust Comoanv ''"" --------------------IHEREBY CERTIFY. THAT. TO THE BE8T OF illY kNOWL~OGE AND BELIEF, TH~ FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSD OP' ADMINISTRATION suBMITTED To THE ESTATE oF Mary McElroy Wright ' DECEASED. As DEoucTioNso FOR INHERITANCE TAX PURPOSES. SWORN AND SUBSCRIBED I!IEFORE ME THIS c)~ "'Jc..L. ~e222 ~ ~~~ 68 ~ =· ?;;;;;/ ~ --7 . Nota_ry Public DAY 01' --._-:r--A~~~<-::::.....J; a)t£..lo£........~at-=~-· __ ,L. 5.) Trust Officer - v . \.' '· ) ... .. • ·-· .,., :~ J ''"'; .... . '". (, ..... ~· .. , ~t .. : - ' ' I -~ . .. . ..... .... .... ""'~( .... t •. .... •) .) ')., ... , .. ··l ··j ·:.: V·-..· • (. .. \ -: :-:., . ' .. .. . .... \,.\-.\~ ' 't. ., \, -. ·~ ... . (. i'~. 'I , { ... ., I·':.' J . ' f )56. P/ I f' /.11"' ~ ~ ... ~~"!! tl · {o,w~d ~~~yo/- ' ' . ·' .. ·: rJi f</ " ' ~</{ c/. to j 1,\ ..... ". '. ! .. c n •j I I ,_,,. ~ ........ '"'' _... J ... ~~ i t ' ' .._, -~ ''-" .. I,...,.. • i.' \ J•-·. . . .r· _ _.. ·v~· r· .....,' I l J. l -:-:<.1: J. .l ·'- • ~ . .t. I .¥1 I .. ,tJ. i 'J. J J 'l '~ I J J .. ·~. ,, . I' r . ~.) ,• ( .·· ...... .... ..... , ·' ' .) ... I --~ ·~--~~~. :_!.;::·:-~.:~:~-!~.; ... -_~r-·~J ;"-~~ ... \~~--... E\) P'' ·'!I ._,: ~) ·~ , -~ ( ) .... · ',:. ~· J \ ·' .t · •. .: / . ..)· l. ~_,:. 'I 'j ._\; .\•, .. I . ..... J .' .. J.i ,. ; 4,. J .I; ·.~. j \ } .~ ·, i. '· ·.~.~-... \ .l r_, .., ...... ; i .. J. .... .!. .... .: -.. ' r-;-i • li ·'· I .;;;.•, _.· ,'!'~ . L -.I. """" ,· -~!~ .. ' ·'' .lJ' -~ . •• i. : J. -~ t r \_·, .·. •. •' I .'' .• J • .. .t ...J,,, u, . '.I ! . .. ,, • ' j ... ·I :...•'~ I . :.• . ".!\ -' U. S.TREASURY DEPARTMENT INTERNAL REVENUE SERVICE OFFICE OF THE DISTRICT DIRECTOR P. 0. BOX 2488 PITTSBURGH, PA. 15230 DEC 2 •" 1968 ;orz.tv 63~-~ g ~ t 5 3 L IN IIII7L Y ftDIU' TO Form L-154 • Hellen Nat'l Bank & Trust Co., Co-Exec. Ne11on Square ESTATI!: OF !··1ary He Elroy ilri ght DATE OF DEATH Pittsburgh, Pa. · 15230 September 18,1967 EST ATE TAX CLOSING LETTER The Federal estate tax liability for the estate named above is as follows: Gross estate tax ....................•..•.••.••••••..• $ -0- Less credits allowed: State death taxes ......•.. $ -0- Federal Gift Tax ....•.•.• $ -0- Tax on prior transfers ...•. $ -0- Foreign death taxes ...•.•• $ -0- LESS TOTAL CREDITS ........................... $ ___ -...:::0~-------- NET ESTATE TAX ................................... $ -0- If proof of settlement of the Federal estate tax liability is required by a third party, this closing letter, together with cancelled check(s) or receipt(s) showing payment of the net estate tax shown above, and interest and penalties (if any), may be exhibited to such third party as evidence that the Federal estate tax liability has been discharged for the above named estate. Very truly yours, ,-_ -_; __ . ,, . .... THIS IS AN IMPORTANT DOCUMENT FORM L·154 I REV. 4-641 J J en 0 ~ ! ... .: -. ' ' . ' ' ' ' ..... 0 0 .. ·~ L: C)t..... (._:;) r.... U') ...... ,, U. S. TREASURY DEPARTMENT INTERNAL REVENUE SERVICE OFFICE OF THE DISTRICT DIRECTOR P. 0. BOX 2488 PITTSBURGH, PA. 16230 DEC 2 ... 1968 /Of--?..lv IN I'IID'LY ltD'&:" TO Form L-154 • ESTATI!: OF Hellon Nat'l Bank & Trust Co., Co-Exec. l\'lellon Square Pittsburgh, Pa. 15230 EST ATE TAX CLOSING LETTER n The ~deral estate tax liability for the estate named above is as follows: '. (f) ":::t C .. j ,...., Gross estate: tax . . . . . . . . . . . . . . . . . . . . . . . . . • . . • • • . . • . . . $ Lo ..; -' • =-~ ! -0- ~ Less credits:allowed: State de~th 'taxes ......... $ -0- • > ' Federal ;9ift Tax .....••.• $ -0- Tax on prior transfers ....• $ -0- Foreign death taxes ....... $ -0- !·1ary HcElroy vlright DATE OF DEATH September 18,1967 LESS TOTAL CREDITS. .. .. .. .. .. .. .. . .. .. .. .. .. . $ _........__--=0~-------- NET ESTATE TAX .............. · ..................... $ -0- If proof of settlement of the Federal estate tax liability is required by a third party, this closing letter, together with cancelled check{s) or receipt{s) showing payment of the net estate tax shown above, and interest and penalties {if any), may be exhibited to such third party as evidence that the Federal estate tax liability has been discharged for the above named estate. Very truly yours, THIS IS AN IMPORT ANT DOCUMENT FORM L-154 (REV. 4-64) :ii. ._. '. ··.·· 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 Jtfp-54-7 NOTICE OF FILING OF APPRAISEMENT }ifELWN NATIONAT, BANK & TRUST COMPANY In Re : Estate of ____ --~:.~M.c.A.u.R'"'"Y--~:.~M.l...r.~.:.E:J..JT ·.:J.R.l.JO~Y_1~rffi.!l-LT.L!GJJH-~.T ____ _ _____ 1.JU~T..=.A.l..IS!:I.H..!...TJ\IlllJG...,T.uO..JJtoll-'T------County -File No. 94~:6 17 You are hereby notified that the orjcinal 0 appraisement in the estate of Mary McEl rorlr 1~Trigb± has been filed in the office of the Register of Wills qf :·Fasainton County on April ?6 · , 19_68. Said appraisement reflects the following valuations: Real Estate ______ l~J~,~a~a~a~.a~a~-- Personal Property _____ 5~5~1~R~,7~2~.~2~7----Transfers _________________ __ Total ------------~--~6~8~,~87~2~?~7~--- 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'· ( 6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. ---........ Date __ ~~A~p~r,~·l~2~$~,~1~9~6~8~-~---- DATEO OF DEATH: Septerrilier lS, 1967 Note: This is not a bill. ·'· J !· ~ • <'CC-?q ( 6-64) lfi'RIGHT, NARY McELROY FILE # 9462-17 September 18, 196?. GOVMONWEALTH OF PFNN~YI.VANI.\ THA~~li'F.H INHERITANCE TAX R.~SIDENT DECED.F.NT SUMMARY FilE # 9462-17 TtEPOHT OF INHERITANCF. TAX APPRAISER I~ the undersigned _ # 63 1rla sbj ngton rtuly appointed Inheritance Tax Appraiser in and for the County of , .Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"·~ "B", "C" and .. "E", the real and personal opposite each item in Dated: 04-26-68 09-18-67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for------------ County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, ~xcept as to those i terns where a greater o·r 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: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE TA}{ ASSESSMENTS FOR USE OF REGISTER ONLY T'ax on $ ; __ 5% Tax on $ 10% •--I Tax on "' C) if! 'e <-,o Tax on $ :@ REGISTfR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V~,=~L=UE=<~A=S-=RE=·AP~P~RA==I=S=E~D $ 13.000.00._ $ 13.000.00,_ $ _____ _ 55,872.27._ 55.872.27,_ 68,872.27._ 6S.872.27._ ======= =====·-======== $ ____ _ $ _____ _ COMPUTATION OF TAX $ "' ·~· $ $ Exemptions Total Estate TOTAL :=(':') TAX $ (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax .if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to $ $ ======\= $ ~==========t=== AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid BALANCE DUE Add interest at rate of 6% from to $ -------- TOTAL TAX BALANCE PAID. FOR USE OF REGISTER ONLY ADJUSTMENTS $. ____________ __ $ ______ _ $ ______________ _ $ ---------------$ ______ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with shQ,rt explanation. "" . ~ ... ·!. _.4j' Will Administration ( No ........... ····· Year ........... . I:'< THE ~lATTER OF THE APPRAISE~·lENT OF THE EST.\TE OF l!,ARY. McELROY .. \{RIGHT .. Deceased Late of.... .......... . ... K .•.. FRA1T.KLIN ... Th1P •......... County of ........ :V.!ASHHJG.TON ........... . Commonwealth of Pennsylvania REPORT AND APPRAISAL '•· r,. , Fonn. RCC-2·· I :J ... : ............... AP.r..il.....2.6.~ ...... 1.9.6.S. .............. ~ ...... r.• COMMONWEALTH OF PENNSYLVANIA DATE OJ· DEPARTMENT 'OF BEVENtJE --. RESIDENT INHERITANCE TAX COUNTY ....................... W.~.§.b.i.ngt..Qn ...................... : ... BUREAU OF COUNTY COLLECTIONS APPRAISEMENT HARRISBURG, PENNA. 17 12 7 FILE NO ......................... .9.462""'17 ......................................... - Whereas, ............................... J.1a.r.y. .. McElr.oy.Ji'r.ight .................................................. late of .............................. N ....... Fr.anklin .... T:wp .......................... in the County of .................................. W~§hintton ................................................................. Commonwealth of Pennsylvania, having died on the ......................... :.l.$. .... tlJ.. ................................................. day of ................. S.~;pt.e.mb.e.r. .............................. 19 ..... 67., seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ................. ~\f.r.R. ..... Chaney ........................................ : ............... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in pOssessiOn or enjoyment to 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 Aaset Values Made for Inheritance Tax Purpoaes $ REALTY: As per Schedule "A" -1'3 .000 00 .. PERSONALTY: -- As per Schedule "B :r 8 55.8?2 2? TRANSFERS: - NONE NONE JT. HELD: : . NONE : NONE .. . . .. .. .. .. Total .. 68,872 2? ' .-. ,. ;. - ·• form~~·!;~b::: !:~hr:'~~~i~~~~ ~~ .~·~~~~~~~7is~~;;;;~~: Appraiser ...... ~ .......................... -............... (!i\;;;:;i;~~ .. ·;;; .. ·st~~~'i·i .............................................................. " ~,t;~jp;;;o;;;;;····································· , Penna. -~------------~---,"""""'-""~-------------. --· ........... : .......... 1r:.ASHINGT.ON. .... : ............ ,................. County . RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J11ARY McELROY 1:ffiiGHT Deceased. Late of .. N .•.... .F.F..AtmLIN .... TI:Il'P ..•................................. Date of Death, ...... Sept.ember ... l8., .... l.96.7. ........... . AppraisemeHt Docket Vol., .................. .j7 ............................ . Page, ........ .54,..7 ......................... No ....... su~62,l7. ............... .. Filed in Register's Office, ... Ap.r.i.1 .. ..2.6.,. ...... J9.6.8. .. Amount of tax due, $ .................................... ----·------ DEPARTMENT OF REVENUE /!Jj Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, .... '1:l- Sl-:··:.'~ .-!·J, :_~·:~ ~-~: ~~::1 c;;:~\! .~ T:::....;sr:::.J 00 : t7 ~!J t--~... ~,~~ ·!.n ~_,__ ..,T ~ --' ,,. .I -· -· CJ ~~ l L- II ·•· ,; . lhi' · tb~· ~-00rp11ans' <tLnurt nf llasqingtnn Qlnunty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate oL .. ~~~g~~-'--}~~~-ey .. ~~~~~~I ................... No ... ~J3~ ......... , ____ 4-~e ___ q~-~---Term, 19_(?_~------, AA Me~!~~---~-~~l--~~~--~--~~-~~---~~~--~~~~---:·----------------------~-l~~~g~~~--W:. ___ A~b~~-Q~_,_ __ At;_~~~-------------· -AHX!lDGX . Date of death ... ~~-:P.~.!---~~-~---~-9.~J .. .Date of fili;g Inventory Appraisement __ ~_:r.9l~ __ ll~ ___ l_9.6$. ______________________ _ ~ TO THE AUDITING JUDGE: E_nter my appearance. for P,er~onal Property· Tax Due Washington County, viz: ITEM Valuation 1968 .;~ ·1 sh Columbia Gas. @l 25.50 25.50 .,., - 1q67 1 sh·Colmnbia Gas @ 2~.62~ 2~ ... :6~ i1ooo. .. A<l? .~ll "' American Sugar deb. tal 89.?5 $26-ao. u.s •. steel Corp deb @ 89~375 212, .. 7~. . / 1')66 1 sh Golumbia Gas ® 23 .875 28.88 $1000. American Su~ar deb. . @ 100~00 1000 ... 00 1965 1 a"h Cn1nmh1A Gae_ S -:t1 A7~ ~, .AA , .. $1000. American Sugar deb. @ 105.50 1055.00 '- 1964 l all Columbia Gas System @ 29.375 29.38 1oo-o. American Su'gar deb • @107.125 1071.25 . . o(. 1963 . ' 1 sh Columbia Gas ® 26.87" 26.82 Year Inventory Assessment Valuation 12% Assessment Tax at 10% Collection 6% Interest Total Claim Appraisement Returned Penalty 4 Mills Penalty 1968 284G· -None ·2840 ------:11:~6 -1 .111 ... 12:..~0 ··~-· 1967 3240 Nor1e 3240 ---12.96 1.30 .90 1,2.16 1966 1030 None 1030 --!!11 4.12 ~41 .54 5.07 196.5 10"85 None 1085 -~.~. 4.34. .43 .82 s~s2 1964 1100 None 1100 ... _ h..b.o .44 1.08 !i.92 1963 2S None 25 -~--.10 ---· .10 Please make check payable to Washington County Personal Property Dept. TOTAL CLAIM $) lilia1h The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement, Affi- davit or Assessment filed for the purpose of determining the Personal Prop~rty Tax on said Estate. A. V. CAPANO, Solicitor j /~ <-' "' + ). f'\ ~~<~J No .. ):~J~ ...... , .· ..... ij;~~--q~rm, i 9.~e. ...... , AA In r.e A\-'<:Jit of Account )n E~tatebf WRIGHT MARY McElR OY ..................... ~ .......................................................... . " AUDIT · Jrarripr fnr i\ppraranrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX • q .t.. .~: ~9 ,.. ~ • • A.· V. CAPANO, Solicitor i '· J,' .. _ F\L:ED K·-.1' 0 V~'. '> ,..\ 0'\ A " oo ~v...,;; u• ll f.· t::..'-.J {I f.~ • . R~5Sf.LL \•JH\RI;,\0 HEG\S-11:.~1 Cf y;\lLS < • J. I .. ... ... +o,· 4-.... . ~J ... j. RC C•49 (9-64) COMM~NWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION PENNSYLVANIA ESTATE TAX DETERMINATION 1. Taxable estate per U. S. Estate Ta~eturn, Form ~70§_ ·. 2. Taxable estate per final change in Federal Return dated ________ _ 3. Amount of credit for State death taxes. 1{ I/ As shown O.!J-return form or _final change notice($~} As verified by computation 4. Penna. Inheritance tax due and/or paid 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 ale of Penna. Estate Tax Date of payment Amount of Tax paid Amount of Interest paid . $ _____ _ $ ______ _ 9. Balance of Penna. Estate Tax due (7 ·-8) ____ to ______ @6% per annum 11. Bola $---H-l~L-' ~~'lit - $ _______ _ I $ \. Reviewed and approved by ----------------------------·------- {Name} (Title} {Date} .. ,. ~;.~<;.~.< -~ RCC-49 (8-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG, 17127 PENNSYLVANIA EST ATE TAX DETERMINATION ~ Rd.. q h"'q:L Estate of: Hq R. 'l "frl C. E L Ro "I LV R\ S h 'T Date of Death q /t 8 /£ 1 County (A) Rs l-It~ rro"' ., D .. 3 7. Si.f· 7 Bureau File No. Cf4{,~· 11 l. Taxable estate perU. S. Estate Tax Return, Form #706 2. Taxable estate per final change in Federal Return dated IJ..-1..-ID'i' .- 3. Amount of credit for State death taxes. As shown on return form or final change notice ($ -. -A}tHJ<.. ) As verified by computation 4. Penna. Inheritance Tax due and/ or paid $ Pf9.~3 ----. 5. Normal Inheritance taxes paid to other States Alo v e_ 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 $ !JoVe. $ '111 a ch.a~-t tj ~ /l)O fVc... /Lf.j.fo3 AJ(JtU'<.. $ _____ ~ $ ______ _ 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 $ AJoAJe_. ================ Prepared by , (NAME) (TITLE) Reviewed and approved by------------------------------- (NAME) (TITLE) (DATE)