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Home My WebLink AboutOC1968-1373 - ESTATE OF OSBOURNE/, , / ----------------_._-----------------'----------------------.~ COMMONWEALTH OF PENNSYLVANIA ) COUNT'1 OF ,WASHINGTON )SS.:.. Chas.E.Enlow,Trust Officer for the~within named accountant,being duly -.' sworn according to law,deposes and says that the foregoing account as stated is ftrueand correct as he verily believes. '..Sworn ~n?/subscribed before me this -,r-r day of ~ 1968 ----7 -0 'f!});z/~~er PITTSBURGH NATIONAL BANK BY~~ i '"Trust Officer : Heglster of Wills I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evi~ence b~~L/ proofs thereof filed to No.I/Jo{)7 (Y'E!O witne~nd official seal this day of .~,1968 ~f~. IWASHINGTONCOUNTY,SS.: ~J ,¥ ,~ ..;,-, ,• t~,,,.,00 ''R Jr ..s::::~'~'00 "I 0 ...iii I co (1)..-f .~~>--.~J:ilCl.)0 ~iic '0 .J,.).J,.) ex:~Q z 0'1 s::::co o '0 s:::: 8 ex:1.r-I (1)e ..-\(;rl COQ ~ ..o~~S III ~3l (/)H ~;~'8"'~~(1)0.-1 ........... ~J:ilJ:QIiICI.)0 ...:l HfH fH ~III ~.~~CI.)Hex:u ex:.o.s::::fH 0\1) iii ~oex:u z 0 0,~coo l '.I 0'1 0 ex:0 ~o I "rI.l 0 ~ r-I 0 • •H s::::"~""'"r.il J:QOCl.)H 8 ~H 1<1 '\l-"~fH 8 ~::c:~ex:c:x:~o 0 •~H ~0 ex:z z ..-\OfH '0 ;0 ~8 ~~CI.)H r ~0 s::::•~>s::::fH ............. CI)iii ::c:/.co ~J coO .O·~r.il 0:::ex:0 0 H .-+J ~0ZQ0:::~s:::::J H fH ~.~bO 0>Z ZCl.)~~~..-\0 0>0-.;:;5 HS::::s::::o ex:III ....c:u ~~;;:,ex:•.-\H (1)Q 0 CI)~~(/)~~-i:....c:0 s::::i---::c:~g 8 8 0 •.-\(1)·.-\H'c::::"~8r1.l ~0 1\.~8 s::::~,C:bO 0>I::\.t,1:::'Q co ~..c:0 ~~O H ~..'l (1)r-I~~H ::J:ex:0.;qZHP-t '0 (1)0:::u .~:E:0> 0:::~iii s::::"C:0 f'~::c:co rl ~I c:x:.J,.).J,.).@ u (Y)(1).....CI).=;t 8 _. ,/ .~. ·.'rfJ INVENTORY RUTH DONNM~OSBOum'JE,a/k/a ~f .all reai and personal estate of ~..m!.T.J:I P..·9.~.?Q!.!m~,~l~j~J~.!M:,I.~P...~.~Q~p.QYRN~deceased, late of...Q~.<?r.g~..}ic?:~h~!.Igt.Qn ..H.~t.~;\.S{teet W~~hJ.t!~.<?D :City Ward ......................::"""""Borough :,TOVlIlShip,Pennsylvania. ,i 80A20~2 PERSONAL ESTATE SCHEDULE 100 Shares Aluminum Company of America,COT!UTlon $1.00 Par Value @ 83-1/16 8,306.25 154Shares American Telephone &Telegraph Company, Capital $16-2/3 Par Value @ 53-9/16 8,248.63 j 50 Shares Canadian Marconi Company,Common $1.00 Par Value @ 5-5/8 281.25 ~.1 Share Community Partners Corp.,Class A, Cornman @ 25 25.00 3"Shares CorrmunityPartners Corp.,Class B,. Common @ 25 75.00 165 Shares ,Crown Zellerbach Corp.,Common $5.00 Par.Value @ 47-7/8 7,899.38 4,299 Shares Dravo Corp.,Common $1.00 Par Value @ 45-3/8 195,067.13 100 Shares First Union Realty Beneficial Interest $1.00 Par Value @ 11-1/8 200 Shares Ford Motor Company,Common, $2.50 Par Value @ 52-i/4 10,450.00 333 Shares Goodyear Tire &Rubber Company,.Common No Par Value @ 44-13/16 14,922.56 102 Shares Gulf Oil Corp.,Capital $8.33-1/3 Par Value @ 66-1/16 6,738.38' 2 Shares Hooker Chemical Corp.,Common $5.00 Par Value @ 44-3/4 89.50 '200 Shares North'American Aviation Inc.,Capital $1.00 Par Value,@ 49-3/8 9,875.00 25 Shares Pittsburgh National Bank,Capital $10.00 Par Value @47 Dividend paid 7/10/67 1,175.00 12.50 104 Shares Standard Oil Company of New Jersey, Capital $7~00Par Value @ 60-3/8 6,279.00 243 Shares T.Rowe Price Growth Stock Fund Inc., Capital @ 23.89 100 Shares Tenneco Inc.,$5.35 Cum.Cony.2nd Pfd $5.00 Par Value @ 93-7/8 9,387.50 100 Shares United States Steel Corp.,Co~non $30.00 Par Value @ 41.>-1/2 4,450.00 .> Hl'P -0••••_._•••.-----._••••••••__,._•••••"._••_••~_.~~~~~~~~~~~~~~__----':--"""""'""""""""''''''''''''''''''II....-'.~--,''.~ RUTH DONNAN OSBOUru~E: 5,000 North Allegheny Joint Authority,Allegheny County School Building Revenue 1967 Series 4%due 12/1/77 @ 97 Interest 6/1/67 -7/9/67 10,000 South Strabane,Township of,School District· 3-~%due 3/1/87 .@ 86 Interest 3/1/67 -7/9/67 .United States Treasury Savings Series "E" Issued as follows: 4,850.00 21.11 8,600.00 124.44 Page #2 '. '-... 6 -25.00 July,1942 @ 41.21 6 -25.00 August,1942 @ 40.41' 7 -25.00 September,1942 @ 40.41 100.00 .October,1942 50.00 October,1942 100.00 November,1942 50.00 November,1942 25.00 November,1942 .~6 -25.00 December,1942 @ 40.54 6 -25.00 January,1943 @ 40.54 7 -25.00 February,1943 @ 39.77 6 -25.00 March,1943 @ 39.77 7 -25.00 April,1943 @ 39.77 6 -25.00 Hay,1943 @ 39.77 6 -25.00 June,1943 @ 39.89 7 -25.00 July,1943 @ 39.89 6 -25.00 August,1943 @ 39.13 7 -25.00 September,1943 @ 39.13 6 -25.00 .October,1943 @ 39.13 6 -25.00 November,1943 @ 39.13 25.00 January,1965 Claim against Edmund Donnan Osbourne in the amount of $45,001.42,being advancements by Ruth Donnan Osbourne on account of a certain .Zubik -Osbourne Agreement Pittsburgh National Bank Savings certificate of deposit No.14516 dated 7/26/66 due 7/26/67 with S% Pittsburgh National Bank,St.Clair Office Savings Account No.4445 . Savings Account No.5982 Refund of safe deposit box rental Pittsburgh National Bank,Washington Office Checking Account No •.4-77l507 C1airbrooke House Repayment of loan Cash found in apartment Carpet in Hotel Room Household Goods (as per appraisal on file with Executor) Jevre1ry '(as per appraisal on file \~th Executor) 1963 Model Cadillac,Series 62;4 Door (as.per appraisal on file with Executor),:'~'~<'~:':'.:::.,:~T\t.;~r .f~:~'...:'. Fur Coat &Jacket(as per appraisal on fil~'~i~h Eiec'~~orr:",;"',.~:':..".:'. '247·.26 242.46 282.87 161.64 "80.82 161.64 80.82 40~/+1 ' 243.24 243.24 278.39 238.62 278.39 238.62 239.34 279~23 234.78 273.91 234.78 234~78 20.31 45,001..42 1,600000 9,633,.15 814.66 12.50 .4,890.34 600.00 61.99 1,063.20 1,438.50 6,447.00 1;750.00 575.00 ~UTH DONNfr~OSBOUill,m Pittsburgh National Bank &Ruth DorJl!.an Osbourne, now degeased,Trustees Under Will of Alfred S. Osbourne,Account No.20199-5 (Marital Trust) Net Income accrued to 7/9/67,date of death of Ruth Donnan Osbourne,per decree dated 1/10/68 at No.214 of 1960 Pittsburgh National Bank &Ruth Donnan Osbourne, nOlf deceased,Trustees Under Will of Alfred S. Osbourne,Account No.20198-7 (Residuary Trust) Net Income accrued to 7/9/67,date of death· of Ruth Donnan Osbourne,per decree dated 1/10/68 at No.214 of.1960 Henry G.Hood &Sons Returned premiums,Hameo~mers &Personal ~rticle Insurance Cancelled Fred S.James &Company .Returned premiums,Automobile Insurance Cancelled Pennsylvania Blue Shield Benefits due under medical insurance section of Social Security Act Page #3 739.52 287.74 83~00 87.00' $383,299.65 .. I 1·-'" REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA Lot 130.87 x average.150.28 x 170.88 in the rear,having erected thereon a l-story brick and clapboard dwelling and a 2-car integral garage known as 100 Southern Hilands Drive,.Upper St.Clair Township,Allegheny County,Pa• .HEHORANDUl1 OF REAL ESTATE OUTSIDE THE COM!'10N1'JEALTH OF PENNSYLVANIA None $33,000.00 AFiJ'IDAVi'I'OF EXECV'.ll'OIR..OR ADImWaSTRA1"OR STATE OF PENNSYLVANIA COUNTY OF ALLEGHENY !88.: Personally before me,the undersigned authority,a Notary Public in and for said County and state,appeared Chas.E.Enlmv.Trust Qfficer,Pittsburgh National Bank who,being duly sworn according to law,depose and PITTSBURGH NATIONAL Bft~K Rutl'\Donna71 OSeOUOE"fl,a./le/a Executor cxtt Xclocim~ of the estate of Ru.th o.Q;.;bou"'n~.,all 1K...""'r.e deceased, that the foregoing schedules const~tute a complete inventory and appraisement of the real and personal estate of Ruth Donnan Osbourne.a/k/a Ruth D.Osbourne,a/k/a Mrs.Alfred S.Osbournt deceased,except real estate outside the Commonwealth of Pennsylvania,that the figures· opposite each'item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of tJ~e decedent's death. Sworn and subscribed before me ) this day'of 19 .)--) ) .Notary Public Pittsburgh National Bank By:'cl~~~Trust Officer Executor o:tt ~ , ~poi ~o JZ , , ~~ ~ ~~o~z~>Z~ ~o ~. ~ ~::s• 0~I:g~ CJlQ):x:0:1Eo<:Q)=:>4u~~Q).Q ell ~~~..:~. 5 ~o:l~~1z.<.Z .. Z r"l 8 § is 2 53 ~ ~:::oc>c-enU'i U )-1mr"'"1 r -;:Or- ~~» ::S::':J r-z:10U> t~~ L.eLl Cr'=F ..... !--,...... -0::.:.: LV 1..0) ,,.,.,,j ~ -:<.-;;;9:,:R-:.-....:~"..:__:o:l,.,.~, ':0 e-i"....:"...,C/):,r;•j :j H :=l <::"H:P:I 0..~~E-i'i-"<::..•':zj 2;i ~:a 0: :E-l Eo<:E-<;oo .Q:~ZHH .~~C/)~0:<:<: C/);~~ >.. Q,)cns::fIJs...Q,)"0.:'0 s... Q,)Cli ...'t:l~&<~ i·'L I ·f ,I II t~ II~ .....'""- ,,?2 R:::V.!.I·52 ,,.~""'" ;8 7~T/9'~r IN THE OHPHf\NS '.COUF{T OF vLABHINUI'ON COUNTY,PENNSYLVANIA ESTft.'fE OF RVrH DONNAN OSBOURNE,ALSO }(.!\JOVJN AS,RUTH D.OSBOURNE, ALSO KNOWN AS MRS.ALFRED S.OSBOURNE,DECEASED FrRS~~AND FINAL ACCOUNT OF . prrrSBURGH NATIONAL BRNI-< EXECUTOR ·NO.80'720-2 PITTSBURGH,PA.OCTOBER 16,1968 S 11 IV!i"l A R Y SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 3 to 6 Amount ·transferred from Principal-Realty Income-Hea1ty Disbursements Pages 7 to 11 $406,332.57 30,344.00 561.00--_._-- , .$.)~37;23'7 57, ~8,6~9 71 SCHEDULE B INCOME -PERSONALTY SCHEDULE C PRINCIPAL -REALTY J 14,608.16 I I III 268,617 86 1!,I I !III ,I Il o 001 I I Ii, 'I " I o _0__0 II:----~3-'~--:'~~-6~-IvJ li'P Co'-),Co c."".'..(:...11'1"-___..__,....L _ $ II I!IIi 33,000 00 $33,000 00 $17,923.00 I 3,314 841-----·_--- 1 $600 00 39.00 °40• R i 561.00 600 00------- 2,656.00 30,31+4.00 $ '.$ NET BALANCE Balance Balance Balance Balance Page 15 Page 13 Page 14 Pages 12 and 13 ! SCHEDULE D INCOME -REALTY I Heceipts Receipts Disbursements Page 15 " Amount transferred to I Principal-Personalty to apply on expenses IiI II II "r 'qc>~ej 'otq.I 1.,-"-.~ IDisbursements I' I., I.Disbu:r'sements Page ll~ '1'Amount transferred toPrincipal-Personalty for distri'l::uticn I I.1I I . ~---- •<-'",-.,.,.," ; , , RUTH DONNAN OSBOURNE TR.2A'REV.9-62 THE BALANCE CONSISTS OF THE FOLL01tJING: PRINCIPAL -PERSONALTY Stocks Dravo Corp. 4,200 shares Common $95,287 50 Miscellaneous Automobile,fur coat and jacket,\ household goods,jewelry and claim delivered to Legatees See Exhibit No.1;Page 16 55,211 92 "$'150,499 42" " ... Cash -Distributed'to Legatees See Exhibit No.1,Page 16 $90,002 84 28,115 60 118,118 44 ,Cash On hand I 1$268,617 86 , INCOME -PERSONALTY , , I "'>Cash 14,608 16 ,$283,226 02 I 1 i I , --,-2-' .' II . I I "i , I RUTH DONNAN OSBOURNE TR-2A REV.9-62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1968 July'19 Inventory filed $383,299 65 1968. Jan.2 1967 Aug. Oct. 22 5 18 Assets Purchased $105,000 Associates Investment Co.Paper due 12/29/67 $115,000 Montgomery Ward Credit Corp.· Paper due 12/29/67 $20~OOO Montgomery Ward Credit Corp. Paper due 12/29/67 $145,000 General Motors Acceptance Corp. Short Term Loan $103,212 81 113,676 30 19,800 06 -145,000 00 Mar..29 .July 19 Ij 1967 Sept.25 $lL~l,000 General Motors Acceptance Corp. Short Term Loan $138,000 General Motors Acceptance Corp • Short Term Loan Stock Splits 80 shares North American Aviation Inc., Capital received as a 7 for 5~stock split on 200 shares $ 141,000 00 138,000 00 660,689 11 6()o,689 11 o 00 o 00 Dec.29 2,100 shares Dravo Corp.,Common received as a 2 for 1 stock split on 2,100 shares o 00 o 00 1967' Aug.21 ~. Gain on Sale of Assets ., Proceeds sale 2,199 shares Dravo Corp.; Common sold 8/17/67 at 53.50 $117 ,6L~6 .50 Carrying value 99,7'19.63 $17,866 87 Oct.3 Net proceeds sale 100 Steel Corp.,Common 47.125 ' Carrying value shares United States sold 9/27/67 at . 4,664.84 4,L~50 .00 Amounts forwarded -3-.; ..".'"i'. $18,081 71 $383,299 65 ·:i:,'.. RUTH DONNAN OSBOURNE TR-2A REV.9-62 1 Amounts forwarded $18,081 ,71 $383,299 65 1967 Oct.3 Net p~oceeds sale 104 shares Standard Oil Co.of New Jersey,Common sold 9/27/67: 4 at 67.25 and 100 at 67.50 $6,961.90 Carrying value 6,279.00 682 90 3 Net proceeds sale 200 shares North American Rockwell Corp.,Cornman sold 9/27/67 at 39.375 , ,7,787~46 Carrying value 7,053.57 733 89 3 Net proceeds sale 102 shares Gulf-Oil Corp. Common sold 9/27/67:2 at 70.375 and 100 at 70.625 7,145.93 Carrying value 6,738.38 LW7 55 -" 3 Net proceeds sale 331 shares Goodyear Tire &,Rubber Co.,Common sold 9/27/67:31 at 49.625 and 300 at 49.75 16,294.47 Carrying value lL~,832.94 1,461 53 3 Net proceeds sale 200 shares Ford Motor Co. Common sold 9/27/67 at 53.25 10,551.12 --Carrying value 10,450.00 101 12 3 Net proceeds sale 100 5.35 Cum.Conv.2nd 9/27/67 at 103.50 I Carrying value shares Tenneco,Iric., Pfd.sold, 10,345.00 9,387.50 957 50 iI 6 Proceeds sale 25 shares Pittsburgh National Bank,Capital sold 9/27/67 -at 53 1,325.00 Carrying value 1,175.00 150 00 6 Net proceeds sale Rockwell Corp., at 39.25 Carrying value 80 shares North American Common sold 9/27/67 ' 3,103.23 2,821.43 281 80 I1661! 17 37 23,032 92II------.:.-;--:::-'-H~-~~"--r-·- 297.86 281.25 Net proceeds sale 2 shares Goodyear Tire &Rubber Co.,Common sold 7/29/68 at 56.50 ' , ,106.99 Carrying value 89.62 5 9 Proceeds sale 243 share~T.Rowe Price Growth Stock Fund,Inc.,Sold 10/3/67 at 24.47 5,946.21 Carrying value 5,805.27 Net proceeds sale 50 shares Canadian Marconi Co.,CommoD sold 11/13/67at6.125', Carrying value 17Nov. 1968 Aug. Amount forwarded $406,332 57 'I :..;.I r}, I I ,..- .' I, RUTH DONNAN OSBOURNE TR-2A REV.0-62 Amount forwarded $406,332 57 Sale and Conversion of Assets Without Gain or Loss. 1967 Aug.1 Proceeds redemption Pittsburgh National Bank,Savings Ce rtific9-te of DeEos i t No.14516,5%due 7/26/67 1,600.00 Carrying value 1,600.00 $0 00 18 Proceeds redemption $2,725 Bonds United States Savings Series E,various due dates (Portion of proceeds allocable .to Principal)4,335.55 Carrying value 4,335.55 0 00 Oct.4 Proceeds sale 100 shares First Union Realty I Beneficial Interest,Common sold 9!28/67at 11.25 1,112.50' Carrying value 1,112.50 0 00 I.9 Proceeds withdrawal Pittsburgh National I ,Bank,Savings Account 9,633.15 Carrying value 9,633.15 0 00 9 Proceeds withdrawal Pittsburgh National Bank,Savings Account 814.66 Carrying value 814.66 0 00 2L~Proceeds sale 3 shares Community Partners Corp.,Class B,Common sold 10/22/67 at 25 75.00 Carrying value /"75.00 0 00 , 24 Proceeds sale 1 share Community Partners Corp.,Class A,Common sold 10/22/67 at 25 25.00 Carrying'value 25.00 0 00 Nov.6 Proceeds sale carpet from hotel room .1,063.20 Carrying value 1,063.20 0 00 De.c.29 Proceeds redemption $135,000 Montgomery Ward Credit Corp.Paper due 12/29/67at,lOO (Portion of proceeds allocable to Principal ..133,476.30-"Carrying value 133,476.30 0 00 ,. 29 Proceeds redemption $105,000 Associates Investment Co.'Paperdue 12/29/67 at 100 (Portion of proceeds allocable to Principal)103,212.81 Carrying value 103,212 0 81 0 00 Amounts forwarded $0 00 $406,332 57 --5-, .. I ...'.....'II:I l. -- r ,;~, RUTH DONNAN OSBOURNE - TR-2A REV.9-62 $$406,332Amountsforwarded0,00 571968 ~1ar.29 Proceeds sale $lL~5,000 General rvrotors Acceptance Corp.Short Term Loan at 100 $145,000.00 Carrying v'alue 145,000.00 0 00 July 19 Proceeds sale $lln ,000 General Motors Acceptance Corp.Short Term Loan at 100 141,000.00 Carrying value 141,000.00 0 00 Sept.27 Proceeds sale $138,000 General Motors ', Acceptance Corp.Short Term Loan at 100 ,138,000.00 Carrying value 138,000.00 0 00 0 00 $406,332 57 Amount transferred from Principal-Realty for distribution ,.30,344 -00 Amount transferred from Income-Realty to apply on maintenance and preservation of property situate 100 Southern Hilands Drive,Upper St.Clair Township, Allegheny County,Pennsylvania 561 00 $437,237 57 ! \ ,i , I , .' .. -6-"I .. ""I .:-::,.'.,""I, --------~---------------- 'RUTH DONNAN OSBOURNE TR.2A REV.9-62 DISBURSEr-tENTS Sept.11 2 1 6 20 00 40 50 45 00 24 97 3 00 12 50 151 00 20 00 16 00 12 50 9 12 2 64 2 64 2 64 172 38 4 50 22 04 60 00 '25 00 8 25 8 25 8 25 8 25 '3 00 $ 8 Administrative Expenses 8 8 6 6 6 7 8 7 8 1 Josephine M.Douglas,Register - Grant of letters testamentary and 6 short certificates Guy A.Rogers - \\fitness fee 1·Washington County Reports - Advertising letters testamentary Fred S.Jame s &Co.- Automobile insurance Antique Jewelry Shop - Appraisal fee Josephine M.Douglas,Register- 16 short certificates Observer Publishing Co.- Advertising letters testamentary Pittsburgh Press Co.'- Classified advertising Mt.Lebanon News - Advertising to settle estate Mt.Lebanon News"- Classified advertising Mt o Lebanon News - Classified advertising Pittsburgh National Bank - Appraisal fee re 100 Southern Hilands Drive,Upper St.Clair,P~. Pittsburgh Press Co.- Classified advertising Josephine Mo Douglas,Register - " 3 short certificates McKean and Burt,Inc.- Packing and removing household goods from George Washington Hotel and storage house . David B.Roberts,Prothonotary - 3 certificates of notary certificate Hagan Oldsmobile-Cadillac - Repairs to automobile George Washington Garage - Storage of automobile Martin R.Hallam - Appraisal fee re household goods Pittsburgh Press Co.- Classified advertising Pittsburgh Press Co.- Classified advertising Pittsburgh Press Co.- Classified advertising Pittsburgh Press Co.- Classified advertising Mt o Lebanon News Classified advertising 11 14 27 22 19 13 15 31 N01v. \ 1967 Aug. -7- "",i" RUTH DONNAN OSBOURNE TR-2A REV.9-62 13 Easter and Chartered Trust Co.- Canadian Transfer tax exchange and postage on transferring 50 shares Canadian Marconi ,Co.,Common $ 20 Tribune- Classified advertising 7 Pittsburgh Press Co.- Classified advertising 7 Pittsburgh Press Co.- Classified advertising 7 Pittsburgh Press Co.- Classified advertising 26 Edwards,George &Co.,Inc.- Lost securities bond covering 2 shares Common stock of Goodyear Tire &Rubber Co. 1 56 o 70 3 00 9 00 8 25 9 00 12 00 10 00 8 50 9'00 8 25 3 00 27\3 0 3 00 9 36 9 36 3 00 6 24 3 00 "23 40 7 50 16 38 222.79 60.52---11-------+--» 4 5 9 9 5 Russell Marino,Register - Certified copy of will Pittsburgh Press Co.- Classified advertising Pittsburgh Press Co.- Classified advertising Mt.Lebanon News - Classified advertising Pittsburgh Press Co.- Classified advertising Mt.Lebanon News - Classified advertising Pittsburgh Press Co.- Classified advertising Pittsburgh Press Co._ Classified advertising Mt.Lebanon News Classified advertising Pittsburgh Press Co.- Classified advertising Mt.Lebanon News - Classified advertising Pittsburgh Press Co.- Classified advertising Russell Marino"Register - Filing inventory 9 ,Pittsburgh Press Co.- Classified advertising Russell Marino,Regi~ter - Exemplification from the record for filing in Allegheny County Pittsburgh Press Co.- Balance due on ad adjustment Expenses re maintenance and preservation of property situate 100 Southern Hilands Drive,Upper St.Clair Township, Allegheny County,Pennsylvania - Columbia Gas of PaD - _Service -Paid 12/27/67 to9/20/68 West Penn Power Co.-,Service - Paid 1/29/68 to 8/23/68 11 14 13 11 17 19 23 22 19 Aug. Mar. May July June 1968 Jan. Dec. 1967 Nov. Feb. Sept. Amounts forwarded ''::8~.'" $283.31 $ 1--· II I RUTH DONNAN OSBOURNE TR-2A REV.9-62 Amounts forwarded $283.31 $.873 '23 1968 Oct.16 16 16 Liability insurance coverage to 11/20/69 -Paid 9/26/67 Hafer Plumbing &Equipment Co.- Winterizing house - Paid 10/25/67&2/15/68 James B.Green - . Awnings -Paid 11/16/67 Lee E.Beck -Maintenance - Paid 11/20/67 to 10/11/68 Township of Upper St.Clair - Sewage.-Paid 2/27/68 Fire insurance coverage - Paid 4/29/68- 1968 County,township &school' taxes -Paid 7/23/68 & 8/20/68 916.47 Less -Purchaser's pro-rata share re sale of property _. 10/15/68 272.39 Schmidt,Allison and Townsend - At torney I s fee Russell Marino,Register of Wills - Filing this Account Executor's compensation 10.00 98.88 12.00 313.00 5.50 100.00 I .' 644.08 1,466 ,.,..- 77 14,000 00 32 00 18,000 00 34,372 00 1\967Oct. Loss on Sale of Assets 3 Proceeds sale $10,000 Bonds South Strabane Township,School Dist.General Obligation 3.50%due 3/1/87 sold 9/27/67 at 80.44 .8,044.00 Carrying value 8,600.00 $ 3 Proceeds sale $5,000 Bonds North Allegheny Joint Authority,Allegheny County,School Building Revenue,1967 Series, 4%due 12/1/77 4,828.00 Carrying value4,850.00 556 00 22 00 3 Net proceeds sale 2 shares Hooker Corp.,Common sold 9/27/67 at 41.25 Carrying value Chemical "12 06 3 Net proceeds sale 165 shares Crown Zeller- bach Corp.,Common sold 9/27/67:. 65 at 46.75 and 100 at 46.875 7,643.20 Carrying value ],899.38 256 18 3 Net proceeds sale 154 shares America.n Tele- phone &Telegraph Co.,Common sold 9/27/67:54 at 52 &100 at 52.125 Carrying value Amounts forwarded -9-' $ 3Li 25. 1,157 49 $ i' RUTH DONNAN OSBOURNE ~-----------------------, TR-2A REV.9-62 1 1967 Oct. Amounts forwarded 3 Net proceeds sale 100 shares Aluminum Co. of America,Common sold 9/27/67 at . 83.375 $8,284.99 Carrying value 8,306.25 Preferred Debts $1,157 '49 $ 21 26 34,372 00 1967 Aug._1 Platt Funeral Home - Funeral expenses 7 Ambulance &Chair Service - Transportation from hotel to hospital 7 Dr.M.W.Graham - Professional services 14 Dr.M.W.Graham - Professional services Sept.12 Taylors Pharmacy - Drugs Oct.2 C.Goodwin &Sons - Funeral flowers31Dr.Bernard Berman - Professional services Nov.2-Th~Washington Hospital _. Hospital expenses Dec.7 Edmund D.Osbourne - Relmbursement for nursing ~ervices,as follows: Monica E.Ozimek .Anne Tucke r Catherine Van Voorhees 1968 July 19 \ Kurtz Monument Co:- Marker $1,331 90 20 00 10 00 75 00 37 18 89 25 25 00 7 00 37 50 50 00 50 00 290 00 2,022 83 1967 Aug.1 7 7 7 7 7 7 Other Debts Malcolm Hay,County Treasurer - 1967 Allegheny County personal propertytax. 1967 Allegheny County Real Estate tax Ashmores Flower Shop - Flowers . St.Clair Country Club - Charges Home Quality Laundry.- Charges ,T.A.Rungo - Grocery bill Township of'Upper St.Clair- Sewage to 4/10/67w.E.Berste~,Treasurer ~ 1967 Real estate tax for school district of Upper St.Clair Township 1967 Re'al estate tax for Township of Upper St.Clair Amounts forwarded $74 33 183 03 10 50 5 91,, . 1 68 19 81 3 70 503 60 123.L~5 926 01 $ -10- ,:....-..,-:-I.I.I RUTH DONNAN OSBOURNE TR.2A REV.9·62 1967 Aug. Sept. Oct. Nov. Dec. 1968 Jan. Amounts forwarded· 9 Charles E.Beck Co.- Charges 31 Bell Telephone ,Co.- Service 31 Gulf Oil Corp.- .Service 31 Hal Lewis,Inc.- Charges 7 Carl W.Herrmann,Inc.- Storage of furs 7 Evans Studio - Charges 7 Central Television - Charges 7 Katherine Ireys - Charges 12 Thompson's- Flowers 13 W.S.Brown &Co.- Awning service 3 Westminster Presbyterian Church - Balance due on pledge 2 Gordon L.Uhl - . Charges 6 George W&~ngton Garage - Automobile storage for July,1967 6 George Washington Hotel - ' Final bill for room,meals,etc. 24 Columbia Gas of Pa.- Gas service to 11/8/67 28 West Penn Power Service to 12/18/67,1_.' 22 Internal Revenue Service - Balance 1967 Income tax $926 01 $ 250 85 23 19 9 50 9 50 18 00 15 02 2 00 90 00 ' 8 93 12 60 4,000 00 546 00 20 00 1)277 45 5 12 10 81 328 90 37,573 58 7,553 88 :1, Oct.1 Sept.23 Other Taxes --==='==-4=-=::n I 123,492 25_-:::... 168,619 71$ 8,530 58 3,000 00 3,800 00 36 38 2,212 27 105,913 02 $ -11- Josephine M.Douglas,Register - On account Pennsylvania Transfer Inheri- tance tax - 2%on $200,000 $4;000.00 Less -Prompt payment discount 200.00 Minister of Reven~e - Quebec succession ¢uty Internal Revenue Service -i967 Income tax on capital.gains Russell.Marino,Register -. On account Pennsylvania Transfer Inheri- tance tax - 2%on $150,000 Russell Marino,Register - Estate tax due.Commonwealth of Pennsylvania Internal Revenue Service - Federal Estate tax .' 1 13 19 16 Oct. JuJ.y 1968 tlfar. 1967 Aug. TR-2A REV.90621 RUTH DONNAN OSBOURNE SCHEDULE B INCOME -PERSONALTY RECEIPTS Dividends Aluminum Co.of America,Common 100 shares ~9/1/67 American Telephone &Telegraph Co., Capital 154 shares -10/2/67 ..' Crown Zellerbach Co.,Cownon 165 shares -10/2/67 $45 00 84 70 90 75 Dravo Corp.,Common 4,299 shares -8/25/67 .' 2,100 shares -11/24/67 4,200 shares -2/26~8 to 8/26/68 2,149 50 1,050 00 3,780 00 First Union Realty Co.Beneficial Interest 100 shares -7/31/67 Ford Motor Co.,Common 200 shares -9/1/67 - .Goodyear Tire &Rubber Coo,Common 333 shares -9/15/67 2 shares -12/15/67 to 6/15/68 Gulf Oil Corp.of Pennsylvania,Capital 102 shares -9/8/67 . Hooker Chemical Corp.,Common. 2 shares -8/29/67 North American Aviation,Inc.,Capital 200 shares -10/2/67 Pittsburgh National Bank,'Capital 25·shares -'10/19/67 .". Standard Oil Co.of New Jersey,Capital 104 shares -9/11/67 Tenneco Inc.,Cum.Conv.2nd Pfd. 100 shares -10/1/67 United States Steel Corp.,Con~on 100 shares -9/15/67 -12- #•.~•••'.: 19 50 \ 120 00 112 39 2 04 66 30 0 70 140 00 \... " 13 75 83 20 134 00 I 60 00 $7,951 83 ...i C ! , II TR-2A REV.9-62 RUTH DONNAN OSBOURNE Amount forv!arded Interest -Bonds' $7,951 83 Associates Investment Co.,Paper $105,000 -to 12/29/67 General Motors Acceptance Corp. Short Term Loan $145,000 -to 3/29/68 141,000 -to 7/19/68 138,000 -to 9/27/68 Montgomery Ward Credit Corp.,Paper $135,000 -to 12/29/67 North A11eghen y Joint School Auth.Ser. 67,4% .$5,000 -7/9/67 to 10/3/67 South Strabane Township,School Dist., 3.50% $10,000 -7/9/67 to 10/3/67 United States Savings Series'E . $475 -to 8/18/67 Interest -Savings Accounts Pittsburgh National Bank,St.Clair Office No.4445 -to 10/1/67 No.5982 -to 10/1/67 Interest -Savings Certificate Pittsburgh National Bank,Certificate of Deposit No.14516,5% to .7/26/67 DISBURSEMENTS $ $ 1,787 19 1,975 43 2,670 81 1,582 01 1,523 70 46 67 81 ·67 14 75 192 66 16 28 9,682 23 208 94. 80 00 $'17,923 00 Internal Revenue Service - 1967 Income tax on 'accumulated income Executor's compensation -13- $2,418 69 896 15 $ 'Ii: 3,314 84 RUTH DONNAN OSBOURNE I======~==============~=====================~======~~~~~~I :TR-2A REV.9-62 SCHEDULEC PRINCIPAL -REALTY RECEIPTS 1968 July 19 Inventory filed $33,000 00 DISBURSEMENTS 1968. Oct.15 Administrative Expenses Rita W.Kane,Register of Wills - Recording of will in Allegheny County $16 00 Loss on Sale of Assets 2,6L~0 00 2,640.00 30,360.00 33,000.00Carryingvalue Proceeds sale property situate 100 Southern Hilands Drive,Upper St.Clair Township,Allegheny Co.PaD $33,000.00 Less Pennsylvania transfer-- t~~330.00 Pitt Real Estate Co.- Share of Brokers' commission 1,590.00 Pittsburgh National Bank - Share of Brokers' commission ~O.00' 15 1968 Oct. Amount transferred to Principal-Personalty for distribution $2,656 00 30,344 00 $33,000 00 -14- ".'.1 ",'"'\ TR-2A REV.9062 1 RUTH DONNAN OSBOURNE SCHEDULE D INCOME -REALTY Rents 100 Southern Hilands Drive,Upper St. Clair Township,Allegheny County,.Pa.- Lee R.and Manis G.Magrum - August and September,1967 - 2 months at $300 DISBURSEMENTS Expenses 100 Southern Hilands Drive,Upper St. Clair Township,Allegheny County,Pa.- Executor's compensation $600 00 39 00 $ Amount transferred to Principal-Personalty to apply on maintenance &preservation of property situate 100 Southern Hilands Drive,Upper St.Clair Township, Allegheny County,Pa. -15- 561 00-----=--+---tt 600 00 .',. i .!,I I.,"--..n :. I. RUTH DONNAN OSBOURNE - R.2A R'EV.9-62, , EXHIBIT NO.1 Per Article Second of Will: To:Alvan Donnan Osbourne,Edmund Donnan O'sbourne and Margaret O.Johnson - Lot jewelry - Delivered ,9/28/67 $.6,4L~7 00 Delivered the following 10/4/67 -1963 Cadillac 1,750 00 Fur coat &jacket'575 00 Household goods 1,438 50 $10,210 50 Per Article Third of \!Jill: " To:Alvan Donnan Osbourne - Cash -Paid 1/22/68 45,001 42 To:Edmund Donnan Osbourne - Claim held against Edmund Donnan Osbourne which arose from advancements made by Ruth D. Osbourne on account of a ,certain agreement - I Forgiven 2/2/68 L~5,001 42, To:r','!argare t O.Johnson -Cash -Paid 1/22/68 45,001 42 1"35,004 26 ,--$145.,214 '76 , , , , ," ~-~--, ,, ,. I ., - BAM:Imp " -16-.. I I ,',I ..:1 : I .,:.':'..j~, ~'T Ob.ver .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION •~ ,I,. '1', W.28752 Sworn to and ...,In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,aJS amended. Commonwealth of Pennsylvania,County of Washington,55:. Personally appear,ed before mle,a Notary Public in and for said County and State,~~h.~.~.4.§..!gQw.~~..................who being duly sworn according to law,deposes and says that he is the .§.~.~.~~.t~.~'y'...~....!~eas. of theObs'erver Publishing Company,a I'lenllJsylvania corporation,and its '.""_ agent in this behalf;that the SJaid Company is<the owner and pu'blisher of I "'"7'~~,I the Observer·Reporter,sucCiessor to The Washington Observer,established -l Esta~X~fU:J.g~s ~~~~:'os.' September 18,1871,and The Washington Reporter,established August 15,',BOURNE,also known as Ruth..D.'1808,a daily newspaper of general circulation,printed and pUblished an,d ,OSBOURNE,also.known as MRS"j having its place of business at Washington Washington County Pennsyl-,ALFRED.S.OSBOURNE decea~ed,.•.'.'.'la,te of CIty of Washington Washmg.varna,where It or Its predecessors have been estabhshed and pubhshed I ton County,Penna.':v"I continuous'ly for more than six months<prior to the publication of the notice '/Letters Testamentary tipon~the hereto attached;th3lt the printed notice or advertisement hereto attached above estat!l having b!len I.;ranted to'.f ff'. I d t'ff'. I t'I I ' I 'al the underSIgned,notice IS herebylISacopy0an0IClaaverIsement,0,ICla no ICe,ega notICe or eg'given to those indebted thereto tol advertisement,exactly a,s printed or published in the Ob'Sierver·Reporter in make immediate payment and to'those having claims or demands to its regulllJr editions on the following date or dates;I pr~i~J~b~d~Jl~i~n;l'tBANK. _;:A~g~.~.t ~..,9.~.p.g J.Q.-'1.9..Q.7....................................~xi;~tt~r Mai~Street ." .that neither th'El affiant nor the Observer Publishing Company is interested ,Washington,Penn'a.,...1 'in'the sU'bject matter of SJaid notice or advertising and that all of the allega-SCH~DT and ALLISON,Attor/leys.....Wash,ington Trust BUlldmg Ii......,tIollS'of thIS affidaVIt as to the tIme.p)je and character of pubhcation Washington,Penn'a.'\'.lIP'a~~tme...,/~..J....~:~~;-4l'~;677fJ.:.W~.~t SUbSC~before me this..1.Q....day ofA1J.g:t!.$..t ..J..9..67#L~u(.~?!%:~Y" ~'{COMMISSION EXPIRES MAY 6,1968 (i'~'..i'>..........-<~ "(PUElLISHED EiY WASHINGTON COUNTY EiAR 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 PBNNSYLVANIA (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 peri'odical for said Washington County,publis~ed 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 COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication lor Washington County,Pennsylvania,by order of the several courts of said County.dated November ll,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the foll?Wing dates: ...........~~~~t.).,_-!Q.L_.~.?1.~.9..§.?... that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of'hi',fli"."n~tim,.pl,re ,.d (1)"of 'h,p,bli",'oo '"'ru, f ~d ~;ir:t~·--..__.~Editor Sworn to an ubscribed before me this ". 17th.::~~7~~ Washington,Washington Co.,~- My Commission Expil'es November 1,1969 Estate .esTheRrof 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. ••Gl.O ••••O'••••••• OSBOURNE RUTH DONNAN.a/k/aRUTHD.'OSBOURNE.a/kIa,MRS. ALFRED S.OSBOURNE.Dec d. Late bf""City"of washington.Wash- ington County.Penna...1 B'kExecutor:Pittsburg~NatlOna an.6 SMa!n St Washmgton.Pa.-..Attorneys:Schmidt &Allison..438WashingtonTrustBldg..Washmg- ton,Penna. f \ :.>, " ~.P;ETITION SUR AUDIT IN 'THE ORPHANS',·COURT OF WASHINGTON COUNTY ,. Testate [Form J. Estate of....R,;~~h...P.~gg~g..g.~Rg~ffl.E;:2,..<;1l.~l.~..R\,lJ.I}...:P.,:._. g~~.'?~:::!.:.~·~..8:I~l8:.:.~.~.=~·~~:.~~..?:~~~~~~~~.:.._.._ .....-.-. .,....................................__.._-. Deceased'. .No J~n.:~.t)9.§.~: : . Fiduciary..~.~.~.~.~J?~.r:.~.~~c::~.~.?~~~..~~~~!. Executor Date of·",'".Date of ,. Decedent's -death ::..~~~~.:~!.:.~~~?~',::~:Grant of'Letters ~~.~t ..~.~.~~.~.~.?. This js·the.::.I~;-.~.~..:~~~..~~~~~:,.:·.:-'account filed in this estate --. If there have been former accounts filed in this estate,list file number or number qnd term.·~.<?~7 ;.~.~.~A . ...._--__._-_----__-______. Election to take not app1i.cab1e Under or Against will.(cross out one) Date Election Place of; Filed Record ~. Name of surviving spouse p.~~~~~g~..~~~..~._~~~.'?Y!-:.AU.~:~.<:1 $.!9.~:~.<?~;:~~_.~~~~__J~m~~~y...L ..1~.~.9 --. List issue,where material:Alvan Donnan Osbourne Edmund Donnan Osbourne Margaret O!Johnson Did decedent marry after execution of will?'(indicate)'lQ!S(No.J\ny children born after execution of will?(indicate) ~(No.11.answer yes,name'·them ~~:c•••·••••••••••••••••••••••••••••••••••••••••••••••••~..,••••••. _-_-_ _-__-_ _-_::~~.,.", Legatees'J Alvan Donnan Osbourne Edmund Donnan Osbourne .Marga,~et ~!Johnson.. " Relationship Son Son Daughter Interest 1/3'Residue 1/3 Residue 1/3 Residue Fiduciary,if deceased or not sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: ":) Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice.(Cour.tRule No.9 paragraph C:Sectiofl 6:Subdivision c)received written notice of the filing of the account and of call of a'udit?·(Yes.):l!HK . If any exception.give cause:,~?..~~~~p.~~~~~::.. File copy of Notice .''..'" .,.' and date of mailing g.c:.~.C?J?c::.J:??~.J~.??..:_:..~~~..~~p.~~.~'?;~.~.~.~.~.;-.I?..~~.!:~~~~~.. Is estate subject to the filing of a Fe,deral Est,9te Tax Ret;ur~?Y..~.~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.~.9.9.9.~.9.9 ?~..~'::~:.J?.?.J?.?..?.?..}~~s \prompt payment discount~$3,000.00 on July 1,1968 and $2,212.27 on September 23,1968 If the Will makes any portion of estate subject to a life-estate,.give name and birth date of life tenant . Not applicable ......._ _ __--__,;._ _- - - -:.~..~:~.._-_.. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None .. Give reference to such parts of 'the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Federal Income Tax Return has not been filed for year 1968 and no tax paid thereon. Federal Estate Tax Return has not·as yet.been audited.Accountant,therefore,respectfully requests your Honorable Court to re-award to it the sum of $6,000~00 as a reserve for any ;Federal Tax Contingencies,any balance remaining to follow ',the distribution of the funds in this Estate without further accounting to the Court.L..,.......; .." .....~,...'.,..=:..:-.:..~-;~",,';"'7;':::'"~~,,':;"-:-.-)".~'....:,.....':....-::..-..~.~._.~~_~--:-:1·--. Balance"for distributiOn per account, Itemize any,additional debits not shown by account: See 'S'dhe-dule IIAII 'itttached ,, $f§~.1f.~§.~.Q.~. i ~1 :.- Total additional debits (Add) Itemize any additional credits not shown by account: ,II fl.'.. $.J,.~.n.!.~.~. See S.chequle liBII o:attached "., (:~:""f r~l' ''-I, Total additional credits (Subtract)"""-:.$~.9.~.~.?}..> Balance for distribution.$?~~.~.?~.~.~.?~. 145,214.76 $44,251.95 95,287.50 45,001.42 - $10,210.50 45,001.42 45,001.42 If balance for distribution is not in cash,list each item held in kind,giving appraised Val~e (or distribution Value); Balance for Distribution consists of: Cash . 4200 shares Common Stock of Dravo Corporation Advance Distribut·ionasfollows (Page 16 of Account filed) To Alvan Donnan Osbourne,Edmund Donnan Osbourne, and Margaret A.Johnson -Jewelry,automobile, household goods,etc. Alvan Donnan Osbourne ~Cash Margaret O.Johnson -Cash Edmund Donnan Osbourne -Claim which arose from advancements made-by Ruth D.Osbourne on account of a certain agreement-Forgiven 2/2/68,.. $284,754.21 "I •~._.__._..~..-~...:.:........-'--'- 1 9 6 8 Oct.23 30 31 y- Schedule "A" Additional Debits (not shown by account) Pittsburgh National Bank -Unearned Premium on Public Liability Insurance on Property at 100 Southern Highlands Drive,Upper St.Clair Township,Allegheny County Pittsburgh National Bank -Balance cash on deposit-in Zubick-Osbourne Agreement Escrow Account Pittsburgh National Bank -Unearned Premium on Fire and Extended Coverage Insurance on Property at 100 Southern Highlands Drive,Upper St.Clair Township,Allegheny County $5.00 316.92 51.00 • Dravo Corporation -Dividend on 4200 shares Common StockNov.20 Schedule "B" ,..\.Total 1,260.00 $1,632.92 1 9 6 8 Oct.30 Nov.22 26 Additional Credits (not shown by account) Lee E.Beck -Cutting Grass 4 times at Property-at 100 Southern Highland Drive,Upper St.Clair Township,Allegheny County West Penn Power Co.-Final Service at Property at 100 Southern Highlands Drive;Upper St.Clair Township,Allegheny County Pittsburgh National Bank -Executor's Compensation Total $40.00 1.73 63.00 $104.73 If Family Exemption claimed by Petition,give place of Record:~?!:..?:P.P.g~?:~~~. If Famil Ex t',I'd t d't 'I'h'"db ' f CI',Not applicable,y emp Ion IS C alme a au I ,give name,re atIOns Ip an aSls or aim:. List any advancement or distribution on account that has been made,and nature and amount of same: See advancements set forth under Balance for Distribution hereof and Page 16 of Account filed Sf-/ggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Tp Pittsburgh National'Bank,Executor -Amount re-awarded.for Feder.al Tax Gonb~ngencies~any balance remaining 'to follow the'distribution of the funds in this Estate without further accounting to 'the Court "$6,000.00 To Alvan Donnan Osbourne -'1/3 Residue,including 1400 'shares Common Stock of ,Dravo Corporation in kind at a value of $31,762.50 (Credit to be taken for Advance Distribution$) To Edmund Donnan Osbourne -1/3 Residue,including 1400 shares Common Stock df D*avo Corporation in kind at a value of $31,762.50 (Credit ,to be taken for Advance Distribution~) To Margaret O.Johnson -1/3 Residue,including 1400 s~ares Common Stock of Dravo Corporation 'in kind at a value of $31,762.50 (Credit to be t;aken for Advance ,Distributions) .. ~.~."....... ~f/.rr ?,I ~ ~,ry -:-~,I ~, w {\ COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, ,sworn 'being duly doth depose and say that the facts set forth in the foregoing petition are true to the best oL I:t.~.~knowledge and belief, r'" ..$.w{:n::n __:~':.'to and subscribed before .h',d',,''f I'/I:>,..68 '~~t "-.L~--oy ~.JL'"'-=e----19-------- Signature of Officer ~I.4..£I..l.t:(..,;;;t~. Title of Officer.:~?;.~:.!..~?~~~. OffiCr.fABi~pJ.reJUiAl1j···············f~.1;>E.1;1.~;-.Y...~.}~~?~. NOTARY PUBLIC WASHINGTON,WASHINGTON,COUNTY MY COMMISSION EXPIRES FEB.1,1969 And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK ..·frEer··....······.. •o.~._'!'_ ,~,.... ..-.. Il.. No.1373 of 1968 .4 ,. •• Estate of.....~~!:~..'!?'?!}!}.~!}••g.~.~.9."!.J:.rJ..f}.,...'?-.I.Is/.a....; Ruth D.Osbourne,','a/k/a Mrs.Alfred S.Osbourne Deceased 'I" Fiduciary R.tt:.t:.f?R~X.&.1:l..J.~?t.h9.n~L.:B.~nk'..( ...................................:~~~~~!:~~:",./, j . I .PETITION SUR AUDIT... FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effEictive December 3,1,951,being' rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24.. 1.Written praecipes of,all Counsel in the case. 2.Copy of,order appointing Guardian ad litem,if pertinent. 3.Copy of Order app0inting Trustee ad litem,if per:tinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest .copy of "'{ill. 6.Copy of inventory and appraisement. 7.Proof of advertisement 'of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Schmidt,Allison &Townsend Attorney ~2 I r 3Jn t~r l@rpl1anB~C!lnnrt nf m'aB~ingtnn ~n1inty v. In the matter of.the Audit qf Account in J I RUTH DONN'AN1 OSBOURNEEstateof__----'---'-/ I ':';a/kta .RUTH D.OSBOURNE~a/k/a MRS.ALFRED S.OSBOURNE TO THE AUElTING JUDGE: r ' No.1373 ,-"'o""'f"--__,19---.6..8,A. A. Enter our appearance for PITTSBURGH NAT.~9NAL·B","A,yN..LL.::K~J ""'-"_ ACCOUNTANT S~~'l~~ 1 th day of December ,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. <.1373 of '.19 68 A.A.No.,,__I .In re Audit of Account in Estate of RUTH DONNAN OSBOURNE..a/k/ae. ·RUTH D.OSBOURNE..a/k/a .MRS.ALFRED S.OSBOURNE AUDIT ;Jrarripr fnr i\ppraraurr FOR PITTSBURGH NATIONAL BANK, Accountant ", SCHMIDT..ALLISON &.TOWNSEND: 438 Washington Trust Building Washington..Pennsylvania ,AUMn~~:. !.£..,.~::-:.:~'~'-t-"'":"-~. t--(':or~.~. ... ~2 .' J 6819 ,':h:Ax. 3Jn tl1r (@rp4auB~(tlnurt Df lIaB~iugtnn Olnuuty {No.).$.?~....Of , In the matter of the £'.~!'.~~..?-E-.~.;f.~9§..L . Account of...~g~.~.Q~);'gh-..N9:~!Q.9:?:J.J?§.g.~J . ESTATE OF Ruth Osbourne,a/k/a...................__-..---_..__--_---_. Ruth D.,Osbourne,a/k/a •...._.._...____---------_..___..0 .................................................:.E.~~~.utQr ..Mrs.A1fredS.Osbourne,._.._-_.._.._---------_..__.-.._------------------_._----_..._----....---_...--_. Deceased. ADJUDICATION AND DECREE And now--..__.!_~~~_~~~..:K(1---..,19.;?~..,this matter came on f~r heari.ng, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thW~qf the bQlance for distribution in the hands of the Accountant.is determ.in.ed to be $..~.~~_,..7_54_'_~1._and the account is accordingly con~lrmed;and It IS o~dered, adjudged and decreed that the said balance be paid out by the Accountant In a~cordance wl1th .the schedule'of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or ar:appeal be taken herefrom sec.leg. Balance·per account .$283.,.226..02 Additional debit asked at audit 1632.92 Additional credit asked at audit Balance _ _.._._.__ _ _....____ Deduct Clerk's Costs &Receipts _ . Schmidt,.Allison &TownsendAttorney..______.._ .. 104.73 171.00 $284,858.94 .8~.~.7.51...21 e?t:!~~-//rf;ZJ'~/~/7~:r $2~~~~ Pittsburgh National Bank,Executor,reaward for Federa Tax contingencies.After the tax is fully ,settled and the accountant's liability ceases,any balance of this reaward remaining shall fo llow the decree herein made as it relat s to the distribution of the residue and the proportionate shares therein withoutfurther order of the Court,6000.00 Alvan Donnan Osbourne,son,1/3 residue,including casq,1400 shares common stock of Dravo Corporation; held in kind and distributed as such at the appraised value, credit to be taken by the accountant for funds advanced prior to distribution by the Court,92861.07 $278 /583.21 Edmund Donnan Osbourne,son,1/3 residue,including cash,1400 shares common stock of Dravo Corporation; held in kind and distributed as such at the appraised value, credit to be taken by the accountant for funds advanced prior to distribution by the Court,(including specifically, claim on Zubik-Osbourne Agreement)92861.07 Margaret O.Johnson,daughter,1/3 reSidue,including cash,1400 shares common stock of Dravo Corporation; held in kind and distributed as such at the appraised value, credit to be taken by the accountant for funds advanced prior to distribution by the Court,92861.07 No balance NOTE:Included in the above residue for distribution are he fo llow ng assets, held in kind and distributed as such at the value a shown a d in the pr~portionateshares as set forth therein:credit 0 be take by the accountant for items advanced pr.,ior to distribution by the Co rt:1963'Cadillac Series 62, 4 -door sedan,valued"at $1750.00;fur coat and ja ket value at $575.00;and miscellaneous household goods valued at $1,438.0;miscel aneous jewelry valued at $6,447.00. / -, J "R.D.1F3 McDonald,Pennsylvania October 23,1968 Pittsburgh National Bank of Washington, Executor of the Estate of Ruth Donnan Osbourne, Deceased I,the undersigned,Alvan Donnan Osbourne,one of the Residuary Legatees under the Will of Ruth Donnan Osbourne,dece~sed,do hereby elect to take as a part of my distributive share of the Estat~of Ruth Donnan Osbourne;deceased,Fourteen Hundred (1400)shares of the Conunon Stock of Dravo Corporation held and owned by Ruth Donnan Osbourne at the time of her death;and I do further authorize,empower and request you to make distribu- tion to me in kind of said shares of.stock,hereby releasing and discharging you, as Executor,from any and.all liability 'for any depreciation or change in value of said stock held by Ruth Donnan Osbourne at the time of her death. /)~-?~~-i\:'lvan Donnan 'bourne -~ WITNE~S: ...~~,./"~~>!d'-'~ --"'--..... ~.l 236 Trotwood Drive Pittsburgh,Pennsylvania October 23,1968 15234 Pittsburgh National Bank of Washington, Executor of the Estate of Ruth Donnan Osbourne, Deceased. I,the undersigned,Edmund Donnan Osbourne,one of the Residuary Legatees under the Will of Ruth Donnan Osbourne,deceased,do hereby elect.. to take as a part of my distributive share of the Estate of Ruth Donnan Osbourne,deceased,Fourteen Hundred (1400)shares of the Common Stock of Dravo Corporation held and owned by Ruth Donnan Osbourne at the time of her death;and I do further authorize,empower and request you to make distribu- .:, tion to me in kind of said shares of stock,hereby releasing and discharging you,as Executor,from any and all liability for any depreciation or change " Donnan Osbourne u ... •'I t.,)'l./~~n value of·said stoc~held by Ruth Donnan Osbourne at the time of her death. i '. WITNESS: 2L~ l •.J....'! '\.-"--.-*,,'..~ ", 110 Wilmont Avenue Washington,.Pennsylvania October 23,1968 Pittsburgh National Bank of Washington, Executor of the Estate of Ruth Donnan Osbourne, Deceased 15301 I,the undersigned,Margaret·O.Johnson,one of the Residuary. Legatees under the Will of Ruth Donnan Osbourne,deceased,do hereby elect to take as a.part of my distributive share of the Estate of Ruth Donnan Osbourne,deceased,Fourteen Hundred (1400)share of the Common Stock of Dravo Corporation held and owned by Ruth Donnan Osbourne at the time of her death;and I do further authorlze,e;power and request you to make distribu-., tion to me in kind of said shares of>stock,hereby releasing and discharging."" you,as Executor,from any and all liability for any depreciation or change /< in value of said stock held by'Ruth Donnan Osbourne at the time of her death. No pn of 19 l?~.. Deceased '.ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA «~ \I Ruth Osbourne,a/k/a Ruth D.Osbourne,a/k/a Mrs Alfr.ed..S..Osbo:urne . In re Estate .of RECEIPT KNOW ALL MEN DV THESE PRESENTS That I,...Edmund.D.onnan.Osbourne , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ....Executor.......... Ruth Osbourne,a/k/a ... ..................of the Estate of ~tlt:;4..P.~..9.f(bptl:rtl~.L <I..I~.1<I...~.~.~.:1\..U:r.~.q....s.,...O.~.1:>.Q~:r11.~,Deceased, the sum of ..9tl~..:r'4Ptlfl<l.tlcl..:F.~,,~..fltltlcl:r.ecl..:E.~g4.t;:~~tl ..<l.11cl...~.l?.I10.0 ..($l,~l~.~.~.l?l~.,:,.,:,dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered ....J<l.p.tl<l.:ry..~.O.,19...99......,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof,I have hereunto set my hand and seal at . ,/. ...................,,hi,Ie;.day of ~J4N.f>lUJ,A.D.19...f:i9 . \! WITNESS:)j,,J Ii/Ed;;;";;d,,';;';';';;O'b~;;~fSEAL) ....................IP!./t.lf/.~. 17-9S4REV.3-63' No 1..3.?}of 19..Ei~. Deceased In re Estate of ..~.ORPHANS'COURT OF WASH!NGTON COUNTY1 PENNSYLVANIA ..~ ~I Ruth Osbourne,a/k/a Ruth D.Osbourne,a/k/a Mrs ....Alfred..S.•.Osbourne.......... RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,........Alvan.Donnan..Osbourne , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ....ExeGutor..........Ruth Osbourne,a%k/a ............;....of the Estate of lttl~h..P.•...()~b.()tlr:Il~,...~/~/~..~~.~..A.U:r~cl...~.·..()~p(»)J:rIl~,Deceased, the sum of ()r),~..':rl1()tl~~Ilcl...¥~Y~.JltlIlcl.l'~cl...F;~ght:~~p..~p.cl...~RIJOO ...<$;J,,,~.~~.~~H».-:.-:~~dollars,in ftill payment of the amount awarded me under the decree of the Orphans'Court of Wash- .ingt6n.Couq,ty entered .....J~p.tl~l'y ..ZO-',lil99.........,at the above number and yeat;an&I do hereby authorize and empower the Register of Wills in and for said county to enter and file .this receipt. I "·h f I·h h ..,.'h··d ,.d ··1 .R-rrS2(/ft.£./-1 p.Ji"7.n witness w ereo ,ave ereunto set my an an·sea at ?J ~ ...................,.,this (..9..~.day of :)9.~~..: ·A.0';l~t ..~9.~ ~4~EM.) ~=~~4.Hi!~Alvan Donnan Osbourne ... 17 - 934REV.3-6S·· Ruth Osbourne,a/k/a Ruth D.Osbourne,a/k/a 11l::~0 A.U~~d..$.'..Os PO\1r:rl~.... Deceased ";,ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA·'l . ~No 13.7.3 of 19..Q8 . ) I In re Estate of RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,Margaret.a•.Johnson , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ..Exec.ut.or... Ruth Osbourne,a/k/a . ................'of the Estate of R\1~lLP.•..O~P()\1t:p-~"".Cl./~/CI...I1:r:~.~..1\.1,ft:~<l ..~.~~.()s(b()~l:"p.~,Deceased, the sum of Qp.e..~hQ\1~Cl.P-4 ..)fj,ye..H\1P-4:t'~4 ..~;lgq.~~~P-..Cl.P-<l..~~/.l()()...(~1,~J~.~~~).':-.':'.':'.':'dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered .....JpJl,\1pry..ZQ."19..Q9.......,at the above number and year;and I do hereby authorite and empower the Register of wills in and for said county t6 enter and file (SEAL) , 7 • 9 3ilREV.3 ·63· ,<..'•l'~I , '1..'<. I ••'. (.I I,'.. ..-~. •'-0'1...l/·I .i........, ..t·..,,'~J:\..i,,••...•t <;..-::~•....,,,,.c. (!~IV ~(!!>:'.: .'I ~••••t {I:'..'~.'\-,LO..tJ".- L ,"."<::.':••~II<'V")..'(".:._•,.1·...':J ..,:.~;.' ':"( t."••:,'.i ~1 •..'.•'...::.:.~~:..'~I_;':..'( r \ !,J "( 'Vd "00 NOlONIHSVM~: S11INl .:10 H31Si~}3U ON IHfg'Yl 113SSf1Hnm "0 g£2 ad az Mflf 696 '6Q::if 1 1:1 z·hJ ~ ~.I~m, II.,~t-tm .O."II ~ toI~ :..J." Deceased ORPHANS'COURT OF WASHINGTON COUNTY,'"PENNSYLVANlA:. .(..•..."'-..'..."..'."~...""""_ ,~......~.'.'....,',...... ....'."'.''·No......J~I$~:.:·.....of ~19 ...~~..... ) I eo..-~.,,:-:---.u .':'In 're';Estate of ...Rut!l;·.Osbourne,alJs,}a,:...(".J:'(,~. :~.Ruth.D.Osbourne,a/k/a..Mrs:'Alfred S.Osbourne...,<~.:"..:".'....,.' RECEIPT .::. KNOW ALL MEN BY THESE PRESENTS That I,Alvan Donnan Osbourne :..'~.'.:,........,..,""".",'"..,.,, do hereby acknowledge to have received from PrnSBUR..QHJ·srATIONAL.BAN.K,,.. Ruth Osbourne,a/k/a .,. ..................of the Estate of .Ruth ..D~Os.bQur:ne~..a/k/a..Mrs ....Alfr.~d ..S....OsP.QJ..!.r.n.~Deceased, the sum of .:N;i,1;1~t,y~~()..';r11()u.~.Cl1;1~,~~gl1~..1I\ln~~~~i..~~}C~y:':()n~..Cl~~..971~99 dollars,in .($92,861.07) full payment of the amount awarded me under the decree.of the Orphans'Court of Wash- ington County entered ..JClm~~:q::Y ..ZQ....,19...~9......,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file _..... this receipt. In witness whereof,I have her~uhto set my hand and seal at?1..7':$B.I/.f!:-:t5lll...PA~ h·...,~-ttu d f JI A ,/04-1Lc4 ."~'69.:, t 1S ..~.q............ay 0 :n.lv.v..r-:r -..-;/A.J;!J.19 . :::'.'.~AQ.~. ..~I~~...4......W~;i~~:::::~::n::nR::::::n:ide·hereof) .... '-......., 7 - 9 3 4REV.3·63· Automobile,Household Goods,!.;'e:t'c'~t·).':;;..(3:;4.03.50 , .,,--r.,.....' ,4·5'-'00'1 42~•~I'I ..J:.•.;._·..·.I~;.\-•.."t,• Breakdown on Distribution: 1,400 shares Common Stock of Dravo Corporation Present Cash Distribution Advance Distribution: 0:1/3 Int~ft~t in Jewelry, Cash $31;762.50 12,693.65 ...,.'. I I .•:•F '':':...:..:':~','~ "t'-:'"_c",'.;..,,"'_~,·l"!~.""'~_,."; r ;lUmnm ~ ~)~.'''·,j ..t~)f-I ',..~.\.1'~~''-'-:....J~ ''',,t'':'...'~)I :,~'j(';".,,'";.~'..'•. ..l,.:.I .•__.j,~:.,':,.':"'"....:'.".~...:..1 S.··\ m~...m 0... 0 III(')~III)-f/IIII rOJ ',,.1 .'.No~....:.J~l}··.~·.:.:.of 19...~~..... ..',-~..'.~.-'..I· .."r:'.~.J •, :-"',..,_.,.'..~.'.,,'-.."" • (J~ ..,.. RECEIPT (SEAL).:IIffJ"U'f)''''''''-''..,..... ~.'..'",' do hereby acknowledge to have received from PITTSBURGH'NATIONAL BANK ,J):;~~~.t,l1=q:r .. Ruth Oshourne,a/k/a .. ..................of the Estate of :R1,l,th ..D.•...Qs.bQt,lr.m~·;,..aJJ,{J~·..Mi.~~..:ALii~4.:S.;·..O$~q~~n!l·De~e~s~d~ the sum of ,Ninety:-:TwQ ..ThQus.and,Eight..Ht,lndr.ed ..Si:x:t.Y:-:Qn~..!'\.nd..07lLO0 dollars,in ($92,.861.07) full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered ....J,3Jlt,la,r:y ..~q ..,19...~9......,at the above ,number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter,and file this receipt..' In witness whereof,I ~ave hereunto set my hand and seal at ..e".S.','"-rIll ...."" Bl.,thisd/tic day of ..~'H A.D. 17-934 REV ..3-83 BreaRdown on Distribution:I I $92,861.07 ~/.--..:. $31,762.50 12,693.65 .•.•.,It,'; -.•••11''......\J> t'..'....'.~.'.~~. J .'"..." "'.', 1,400 shares Common Stock of Dravo Corporation Present Cash Distribution Advance Distributions: 1/3 Inter'est in Jewelry,Automobile,Household Goods.,.·E:!·tc(,:..;,',"'.};403.50 Claim which arose from advancements made by Ruth D.;'·osb'ouitie··.·..···..",. on account of certain Zubik-Osbour Agreement -~f6r'g'iv£in 2)2/6'8':45'~001.42 ::'..;:;." z·p r ;umnm~ !'{:•.:.;."~". m Em 0TI "III(')~III»VIIII r" ,---- •...J,.. .......\•..i .... ".':'~'li3t3 ':~'".68No;Of )9 , . •"......."../.:.....~•J :"'>~.'..:.''. Deceased •I'".".....,.-~. .""','..'. ORPHANS'COURT OF WASHINGTON COUNTY~PENNSYLVANIA''"./.,."r'~' \..'-~ 1/ t'." -.,.-. ~.:.Iri ....eEstate of _o·~RU,th Osbourne,a/.k/a.·.:. '>'"Ru.th D.Osbourne,a/k/a ..·~~$.~..·.AH~~~$....Q$pour:ne . • .~',.~.....•<:......., RECEIPT < "...\ KNOW ALL MEN BY THESE PRESEN(S That I,...Margaret..O•.Johnson ..........9 do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .,...E~~G~tQ1::...,...,.• Ruth Osbourne,a/k/a ,. ..................of the Estate ofR,~t;h..P....Qsp.Q~r.n~.,..a/k/a..m-s .....A.Ur.~~:LS ....OsbQ!-Jrn.e.,Deceased, the sum of ...Nin~t;y~TwQ ..rhQusand.,...Eight..Hundred..Sixty~Qne ..and..07l10.0.........dollars,in ($92,861.07) full payment of the amount awarded me under the decree of the Orphans"Court of Wash- ington County entered ....Ja,I1\la,r:y ..~Q ..,19~Q"""'9 at the above number and year;and I do hereby authorite and empower the Register of Wills in and for said county to enter and file .',,hi,receipt./JJ&~ "..~I,~:::he;f;.hav:a:e:;h'O ..s~d.and.seal.a,.•.•.'~.~.nI.... I' (SEAL) 17-934 ~EV.3·~3 ,,',...."".$3i~762.50 12,693.65 Breakdown on Distribution:•. 1,400 shares Common Stock of Dravo Corporation Present.Cash Distribution Advance Distribution: 1/3 Inter-.~st in Jewelry,Automobile,Household Goods,~j'et\::.,;'..'.:a·,403.50 Cash .'.,<,;.,".~,....45,:,001.42-..."'....~'......~. $92,861.07 \...... ~':"J •• ~i·:..':...:"!:~'.'~(., r s-;-.~,. C .; ••"~'",,0, ." ..•• IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF ) ) RUTH DONNAN OSBOURNE,a/k/a ) ) RUTH D.'OSBOURNE,a/k/a ) ) MRS.ALFRED S.OSBOURNE,) Deceased ) RECEIPT AND WAIVER OF NOTICE The undersigned,being beneficially interested in the above estate,hereby acknowledges to have received from Pittsburgh National Bank,Executor of the Estate of Ruth Donnan Osbourne,·a/k/a Ruth D. Osbourne,a/k/a Mrs.'Alfred S.Osbourne,deceased,an advance payment from.principal on account of final settlement and distribution of said estate,in the amount of $45,001.42 consisting of Forgiveness .of Claim arising from advancement by Ruth Donnan Osbourne on account of Zubik- Osbourne Agreement,and does hereby acquit and discharge the said Pittsburgh National Bank aforesaid from any further liability to him on account of the same and-does authorize and request the Orphans'Court of Washington County,Pennsylvania,to charge the same against his share in the distribution of said estate. The undersigned does further expressly WAIVE THE ISSUANCE OF ANY NOTICE on account of thes.aid payment or distribution that may be required by any Law or Rule of any Court now in force or which may here- after become effective. this. . .I::Jjitness wher set his hand an!?"sealf-{4,U4.day of -!"1f!J!..~~1!!tJ=:....-_--A~D~,19 64-. Witness: .. ",.. •• BS'rATB OF RUTRDONNAN OSBO~talk,/$ R.UTH.D~OSB~,.a/Itip- b~.~J)S•.op,BOUIUm, .Veceased ) ) ) ) ) ) ) ): 'th~unciets1sned~belng'beneflclal1.y~nf;erest¢d in th~Clhwe estate,hereby ~knmlledges tQhave received fr~Pltt$burgh Nation~l Ban&;Executot o~the ~~tQ~e of Ruth Donnan OS1JCNrne,·alkla.Ruth I>.. ()$bou1:11e,a/k/~Mra.'41fred $.OSbourn~;decc{,\sedII '4I!4dv$nce'Payment ftompi-$;ncip~J on aCCoullt off!na~settlementand 41.~t~S.bu~ton oisald es~~t~t~n the $1t()\1n~of$4S,OOl..42 conelstlngof cash"a.nd d()es h~J:'eby ~¢qulti;lnd disch{ll:gethesa..ld Pittsburgh N~tl()~l Ban!taforesa1.d from an1further li~billt:1 ~o hef on account Qf'the $_and 'd()esC\utbo1\'i~e +\nd r$questzthe 'Ol;'P1'U!n$t Court·'()·f.Wa$hlnst;~n"1.Coun.ty?"PennsYlvani.J 'to .. ¢h~l.tge tlle saxne'a.Sl1J.,.nSfther ,sha..r·e 1.n the d~s~r.f.butf.Qnof'Eiaidestate. ..Tlie,qrtderstsn¢d does fqrth¢r expressly~1AlVE.WHE.:I~SUANC~OFANYNQTICEonaccoqnt·Qf ,th¢s~i,d M-yrAe1lt9J:'dls~~bution tlult ~y be ,e,Clu1~ed ·\lY.'4!lY ~'1 o~~qlq <>f@JlY'Court nm'l in foJ;'¢~or wh1chmtlyllcre- ~~~iI:'b¢C.eef~~ct~:"e..". . .In 'd.tnessherec>f she bas hereunto set het'hand and seal th~s.~~..diltei>f ".~.•........A.D.,19'8:,• ... .f..~.y~..'. • AND NOW,this • RECEIPT 2,.1J..day of September,1967,we,Alvan Donnan Osbourne,Edmund Donnan Osbourne and Margaret O.Johnson,hereby acknowledge to have received of and from Pittsburgh National Bank,Ex- ecutor of the Estate of Ruth Donnan Osbourne,deceased,the following items bequeathed to us under the terms o~Item Second of the Will of Ruth Donnan Osbourne: 1963 Model Cadillac Series 62,4-door Sedan,at the appraised va,lue of $1,750.00. Fur Coat and Jacket at the appraised value of $575.00. Miscellaneous household goods at the appraised value of $1,438.50. Miscellaneous jewelry at'the appraised value of $6,447.00. and her~by authorize said Pittsburgh National Bank to take credit therefor as an advance distribution to us from the Estate of Ruth Donnan Osbourne, deceased,at the time of filing their Accounting and the Petition for Audit in connection with said Estate. ,. .~;;: •• IN THE ORPHANS I COURT·OF W~SHINGTON COUNTY,PENNSYLVANIA ESTATE OF ) ) RUTH DONNAN OSBOURNE,a/k/a ) ) RUTH D.OSBOURNE,a/k/a ) ) MRS.ALFRED S.OSBOURNE,) Deceased ) RECEIPT AND WAIVER OF NOTICE The undersigned,being beneficially interested in the above estate,hereby acknowledges to have received from Pittsburgh National Bank,Executor of the Estate of Ruth Donnan Osbourne,a/k/a Ruth D. Osbourne,a/k/a Mrs.Alfred S.Osbourne,deceased,an advance payment from principal on accou~t of final settlement and distribution ef said estate,in the amount of,$45,001.42 consisting of cash,and does hereby acquit and discharge the said Pittsburgh National Bank aforesaid from any further liability to him on account of the same and does .authorize and request the Orphans'Court of Washington County,Pennsylvania,to charge'the same against his share in the distribution of said estate. The undersigned does further expressly WAIVE THE ISSUANCE OF ANY NOTICE on account of the said payment or distribution that may be required by any Law or Rule of any Court now in force or which may here- after become effective. this In witness whereof he has'hereunto set his hand and seal 6.4 +"-.~ay o~J AlIllUlpt A.D.,19 68 ..;' Witness: .fi/_-i2~'#"'~~~.~~Alvan Donnan Osbourne L j - ,. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLV~IA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ~ •••• .. .. WASHINGTON I EJ:eeutor IN THE MATTER OF T¥'J:STATE OF }RUTH DONN AN OSBOURNE,a/k/a RUm D..AFFIDAVIT OF ........OSBOURNE,a/kla MRS AL.FRED S 'OSBOURNE.............EXECUTOR(~te full name of decedent) WASHINGTON ADMINISTRATORLateofCounty State of .PEr:J.N.?~y.A~~.A }ss: County of WA§H:J.:Nq.W,N . ..............::I:.,.9.~~.~..~~..~~9.~.I ~~.~~Qf.~~.~.~.~.J :p.~~~.l:l.~.~~g~~~~~<?l.:l.~I.3.~.~. ~r of the estate of the above-named decedent being duly sworn,depose and say I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,.with the' Register of Wills of the County where~il~~edent'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Reven e.(ection 703 of tl}e Inqerit!ince..an!i .E.st!iteTax J\ct of 1991.) Decedent'dJed ~J)J:~y . (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. ~i~~~?t.1.J:'~~~~~~?~~~~f.:l~.. .6 South Main Street,..Washingt.on,Pa.•...15301 . That as such ~~:.:.~~?.:deponent is familiar with the affairs of said estate and the property con- (I·:x"c\ll.or·~ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsbur~h National Bank. St Clair Office Ruth Donnan Osbourne and Edmund D.Osbourne son , That the contents of said safe deposi t 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 l1ereto and made part hereof sets forth full v and in"detail all the (real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon,each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the ~ssessed 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 detdl all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent' at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other instibltions,whether indiVidually,or in trust for any other.~erson or persons giving also ~eparately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death-."....in all other cases;all :t>onds,.postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligaJions,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country;which·are 'owned at'the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all (l ther personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market vallie thereof;all bonds and mortg8e:es held by decedent and of all c;Laims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money ')f which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face vulue ctnd estimated fai,r market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation 'as to .each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends rlue 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. HTP '. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the mlsiness,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 mllst be submitted.,It should also set forth in itemized form,toget'he~with the f(lir market value thereof,any other property owned or bequeathed by the decedent at the 'time of death. \\.'.-.._,."~~\'i ,"r:~ The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said.transfers.In tpe case pf ~~ansfe~s intended to take effect in possession or enjoyment at or after death,there is also attached to the s~hedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther.~is aiso set forth in said,.}....schedule a list of all property,real and personal,.with its value,which passes at decedent's death by virtue of the exercise by decedent,either indiVidually,or jointly with another,or apy power of appoint- ment vested in decedent,either indiVidually or jointly,by the Will,deed',or other instrument of another, with a .copy of the instrl}l1lenLcreating such power attached to..the schedul,e.' That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death;the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address,a~d relations~lp,·if any, of co-owners to the decedent.". That Schedule F attached hereto and made a part hereof 'sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,Where applicable;costs of administration of this estate;counsel fees and.fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of "~.death;..faxes accrued Gharge.able for period prior to decedent's death (except those allowed under Section 651"Of thb Inheritance and Estate Tax Act);.together with a statemey{t of cOllater'al pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than 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 "Aft,"B", "C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Pittsburgh National Bank By..:........T.;rn§.t..Q.f.!.i~e r (ExeC1Ltor-~ q $..9.gt..h M.~~.n $..t..:r.~.~.t.___.. (Street Number) }.~~~QJm?;.~9.~J.~~.!~.5.?.9.~. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 ·in the "Summary"has been properly completed as above-directed. .....,~"..,RCC-34 (1-64)',IJI COMMONWEALTH OF PENNSYLVANIADEP~RTMENtOF REVENUE BUREAU OF COUNTY COLLECTION'S TRANSFER INHERITANCE TAX RESIDENT DECEDENJ ' -..... SCHEDULE '!A" -REAL PROPERTY (3\/ DEPARTMENT VALUATION CAUTION (Do nat write In this space) (2) ESTIMATED MARKET VALUE (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH The real property located In the Comma!,wealth af Pennsylvania should be described by lot and block number,street and street number,together wi 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 "Fit and must not be deducted,from this schedule. 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 ten'ant in common with another or others,should ,be identified as to quantum of interest and the estimated value should be that of the decedent's interest only.-~------------------r--=-----.-----r-----: Lot 130.87\x average 150.28 x 170.88 in the rear, hav~ng eretted thereon a 1-story brick &clapboard dwelling and a 2-car integral garage known as 100 Southern Hi1ands Drive,Upper St.Clair Township, Allegheny County,Pa.$33,000.00 t \ ~I., I , ESTATE OF RUTH DONNAN OSBOilJ>RNE,aka Rl TH D.OSBOur NE,aka MRS.ALFRED S.O~BOURNE Late of \vASHINGTON,\vASHINI;TON COUNTY,PENNSYLVANJA Date of death:July 9,1967 ., ·; II·: • I //'~'-! Insert ~histotal opposite "real property",Schedule "A"in the ,X X X X X IIA's Reported"column on the last page of this retlirn. ,$33,000.00 / I (.-.. '- .',,- ~-.....-~---...,.'...:':'~~-.., ........,"...~.-..•>11'-. ~.~Il..",......·'",.J RCRI;33a 'COMMO~EALTHOF PENNSYLVANIA' TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELA- TIONSHIP OF OTHER OWNERS. The ~eal property located In the Commonwealth of Pennsylvania shoDld be described by lot and block number,street and street number,together with a general description of the property.with a reference to the record of the conveyance by which the decedent took title:if a farm state number of acres:also statement of mortgage encumbra.nces upon each parcel at death of decedent.Taxes,assessments.accrued interest on mortgages,etc.• are to be listed on form RCRI-IO and must not be deducted from this schedule. (1)(2)(3) DEPARTMENT' VALUATION CAUTION (Do not 'WTlte In this space) Lot l30.B7 X average l50.2B x l70.BB in the rear, having erected thereon a l-story brick &clapboard 'dwelling and a 2-car integral garage kno\in as 100 Southern Hilands Drive,Upper St.Clair Township, Allegheny ~~~ (~:x.olltor·Adminj6tratar rim,t total <:olum":'\0,2 nnd carry total to column No.1 inuSummsry"on rCVerFc side of Sch~dul~J).) v xxx X IA I $33,000.00 ~@ft. ~.'"\ ffl'''~~~~.IAI, $33,000.00 RCC-35 ;, COMMONWEALTH,OF PENNSYLVANIA: ',l'RANSFER,INHERITANCE TAX RESIDENT DECEDENT ' SCHEDULE "n".-.. 'PERSON~'PROPERTY 1 INSTRUCTIONS:This Schedule mu~t disclose'all tangiple and intangible personal p:operty owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but I '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,.' ~tocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though ~ocated outside of the.State,at,the time of death,should be listed in this sched;ule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEl'VALUE (Do not write in this space) As per attached schedule $383,299.65 61<· " : cot.> )'..~.~-' , . - : .....~ i '*f " ,'I "::"'/;1.,'/ "{ Insert this total opposite "Personal Property",Schedule "B"in X X $383,299.65the"As Reported"column on the last page of this return. , #807?O-2 INVENTORY RUTH DONNM~OSBOUPJIE,a/k/a ~f.all reai and personal estate of JW.'D:I p..•....9.~.~Q!!~.~~,~l~j~Jf3§.!A~f.~P...§.~Q?~Q~N~~deceased. late of...Q~.<?r.g~..~~~ht!.1gt.~p...H.9.t.~~Sff.m J!~!?h.~.i}~.<?~:City ~:Ward ...................~:Borough Township.·Pennsylvania. PERSONAL ESTATE SCHEDULE 195,067.13 100 Shares Aluminum Company of America,COl!1Illon $1.00 Par Value @ 83-1/16 l54·Shares American Telephone &Telegraph Company, Capital $,16-2/3 Par Value @ 53-9/16 50 Shares Canadian Marconi Company,Com~on $1.00 Par Value @ 5-5/8 1 Share Community Partners Corp.,Class A, Common @ 25 J Shares Community Partners Corp~,Class B, Common @25 165 Shares Crown Zellerbach Corp.,Common $5.00 Par.Value @ 47-7/8 4,299 Shares·Dravo Corp.,Common $1.00 Par Value @ 45-3/8 100 Shares First Union Realty Beneficial Interest $1.00 Par Value @ 11-1/8 200 Shares Ford Motor Company,Common .". $2.50 Par Value @ 52-i/4 333 Shares Goodyear Tire &Rubber Company,Common No Par Value @ 44-13/16 102 Shares Gulf Oil Corp.,Capital $8.33-1/3 Par Value @ 66-1/16 8,306.25 281.25 .0K. 25.00 oK 75.00 61C 7,899.38 01<. 0/( 1,112~50 6k. 10,450.00 lJK. 14,922.56 0/( 6,738.38 6):, 2 Shares '200 Shares 25 Shares Hooker Chemical Corp.,Common $5.00 Par Value @ 44-3/4 North American Aviation Inc.,Capital $1.00 Par Value·@49-3/8 Pittsburgh National Bank,Capital $10.00 Par Value @47 Dividend paid 7/10/67 89.50 9,875.00 1,175.00 12.50 104 Shares 243 Shares 100 Shares 100 Shares HTP Standard Oil Company of New Jersey, Capital $7~00 Par Value @ 60-3/8 T.Rowe Price Gro'Nth Stock Fund Inc., Capital @ 23.89 Tenneco Inc.,$5.35 Cum.Conv.2nd Pfd $5.00 Par Value @93-7/8 United States Steel Corp.,Cowmon $30.00 Par Value @ 44-1/2 6,279.00 5,805.27· 9,387.50 4,450.00 6/<'- .1<.~.-t " RUTH DOtJNAN OSBOURNE 5,000 Nerth A~l~gheny joint Authority,Allegheny County School Building Revenue 1967 Series 4%due 12/1/77 @ 97 Interest 6/1/67-7/9/67 10,000 South Strabane,Township of,School District .3-~%due 3/1/87 .@ 86 Interest 3/1/67 -7/9/67 United States Treasury Savings Series IIEII Issued,as follows: Page II 2 4,850.00 21.11 8,600.00 124.44 ~, 6 -25.00 July,1942 6 -25.00 August,1942 7 -25.00 September,1942 100.00 October,1942 50.00 October,1942 100.00 November,1942 50.00 November,1942 25.00 November,1942 6 -25.00 December,1942 6 -25.00 January,1943 7 -25.00 February,1943 6 -25.00 March,1943 7 -25.00 April,1943 6 -25.00 May,1943 6 -25.00 June,1943 7 -25.00 July,1943 6 -25.00 August,1943 7 -25.00 September,'1943 6 -25.00 ,October,1943 6 -25.00 November,1943 25.00 January,1965 @ 41.21 @ 40.41 @ 40.41 @ 40.54 @ 40.54 @ 39.77 @ 39.77 @ 39.77 @ 39.77 @ 39.89 @ 39.89 @ 39.13 @ 39.13 @ 39.13 @ 39.13 ',247,.26 0/< 242.46 01<,. 282.87 u 161.64 6r--- :80.82 pl(. 161.64 65 80.82 6~\::40.~·41 .b '.24J~,24 Gj( 243'.24 6~278~39 gl( 238.62 'K 278.39 (j .238~.62 oK 239.34 6/(279'~23 o,e. 234.78 6K 273.91 6'( 234.78 .6«( 234.78 01,20~31 G!( Claim against Edmund Donnan Osbourne in the amount of $45,001.42,being advancements by Ruth Donnan Osbourne on account of a certain ,Zubik -Osbourne Agreement' Pittsburgh National Bank Savings certificate of deposit No.14516 dated 7/26/66 due 7/26/67 with 5% Pittsburgh National Bank,St.Clair Office Savings Account No.4445 ' Savings Account No.5982 Refund of safe deposit box rental Pittsburgh National Bank,Washington Office Checking Account No.4-771507 Clairbrooke House Repayment of loan Cash found in apartment Carpet in Hotel Room Household Goods (as per appraisal on file with Executor) Jewelry ~ '(as per appraisal on file with Executor).I 1963 Model Cadillac,Series 62,4 Door (as per appraisal on file \'fith Executort"="~~:lT1..':_'''';'~> .I ~t ....~I ~.•I ~t~,0'..f.....I",...;:.1 _......""• .< 6,447.00 ~ 1,750.00 575.0 83.68--- $,383,299 •65 ) .RUTH DONNAN OSBOURNE Pittsburgh Nati'onal Bank &Ruth Donnan Osbourne, nO\V'deceased,Trustees Under Hill of Alfred S. Osbourne,Account No.20199-5 (Marital Trust) Net Income accrued to 7/9/67,date of death .of Ruth Donnan Osbourne,per decree dated 1/10/68 at No.214 of 1960 Pittsburgh National Bank &Ruth Donnan Osbourne, now deceased,Trustees Under Will of Alfred S. Osbourne,Accow1t No.20198-7 (Residuary Trust) Net Income accrued to 7/9/67,date of death of Ruth·Donnan Osbourne,per decree dated 1/10/68 .at No.214 of 1960 Henry G.Hood &Sons Returned premiums,H~~eowners &Personal ~rticle Insurance Cancelled Fred S.James &Company .Returned premiums,Automobile Insurance Cancelled Pennsylvania Blue Shield Benefits due under medical insurance section of Social Security Act Page #3 . 287.74 ~ 83.00~ 87.00~~ RCC-36, rq\;)IO:\'I'E:\LTH OF PENNSYLVAN I A.~ TIUNSFER INHERITANCE ~rAX RESIDE~T DECEDENT SCHEDULE "c" TR.:\.NSFEIlS (1)Dirl rlecedent,within two years ofrleath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)__ (2)Did rlecerlent,wi thin two years of death,transfer property from himself to himself and another or others (inclurling a spouse)in joint ownership?(Answer yes or no)_ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decerlent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession o"r enjoyment at or after his death? (Answer yes or no)_·_ (a)Was there any possibility that the property transfe·rred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate·consideration therefor unrler which transferor expressly or impliedly reserves for his life or any period which does not in fact enrl before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer·yes or no)__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone 0 r 0 thers :--_ (7)Did decedent in his lifetime make a transfer,the consideration'for which was transferee's prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)~ (8)Dirl decedent,at any time,transfer property,the beneficial enjoyment of which was subject·to change, because of a reserved power to alter,amend,or revoke,or which cOllld revert to rlecedent under terms of transfer or by operation of law?(Answer yes or no)__ (9)If the answer to (8)above is in the affirmative,was the power·to alter,amend,or revoke the inter- est of the beneficiary reserved in the decerlent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The anSwers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at rlate of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided.in Schedules A,B,or E. Insert this total opposite "Transfers",Schedule "C"·in the "As Reported"column on the last page of this return. DEP;r.VALUATION (Dept.Only) $97,8470 27 $97,847.27 MARIillT VALUE (Es timated) 1,633.00 40,474.50 John S.Mason -Attorney's Fee 500.00 Clerk of Orphans~Court Filing Account 125.00 Pittsburgh National Bank Trustee's Compensation 1,000.00 Clerk of Orphans'Court Filing Audit Docket Receipts 8.00 DESCRIPTION Less: 6,216 Units Common Trust Fund Tax Exempt Income Investments of Pittsburgh National Bank @ 8.280 51,468.48· Principal Cash 145.66 : $99,480.27 892 Shs.Dravo Corp.,Common @ 45-3/8 Pittsburgh National Bank and Ruth Donnan Osbourne, now deceased,Trustees Under Will of Alfred S. Osbourne at No.214 of 1960,Account No.20199-5 138 Shs.American Telephone &Telegraph Company,Capital @ 53-9/16 7,391.63 ITEM CCMMONWEt\LTH OF PENNSYLVANIA rHANSFER INHElUTANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED ···PROPERTY I NSTRrCTIOKS:This schedule must d.isclose all property,real and personal,owned by the decedent jointly ,wi th another or others,including intangibles,standing in the name of the decedent and others.List ;real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real·estate value in estate valuation.column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to ,the decedent. 'Description of Property,Date of Acquisition,Name \Unit·percentage Estate Address.and Relationship of Co-Owners,and Place Value Share Valuation .of Record of Instrument,where Real Estate.I·. None .\ Insel't this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column.on the last page of this return. '. DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Inter~st - "-RCC-33 D'.-RI ,.-·COMMONWEALTH bF PENNSYYLA.'NIA .,..,TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D", BENEFICIARIES I,.,'t :.-,\'.c BENEFICIARIES AND ADDRESSES:,..RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or TENANTS OR INTEREST OF(State full names of all and their addresses who illegitimate children DECEDENT ANNUITANTS BENEFICIARYhaveaninterest,vested,contingent or other-_are involv€d,set STATE YES AT nEATH OF IN ESTATEwise,in estate.)forth this fact.)OR NO DECEDENT , Alfred S.Osbourne -I r r~Husband No.t ._~4-" Alvan Donnan Osbourne Son Yes Legatee and Residuary R.D.#3 Little Creek Farm Legatee McDonald.Pa. Edmund Donnan Osbourne Son Yes LeRatee and Residuary 2'36 Trotwood Drive Legatee Pittsbur~h.Pae lS2'3L. Mar~aret O.Johnson Dau~hter Yp.~Legatee and Residuarv 110 Wilmont Avenue Le~atee Washington.Pa.15301 ( . I,..-.I ,., Deponent further says that all the above-named beneficiaries are living at this time with the exception of:- NAME DATE OF DEATH RESIDENCE .--.'-- _.._- -- " IMPORTANT-SEE REVERSE SIDE l _ OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT IN THE (Executor-Administrator must complete "As Reported"column #1.) .'II CJ ....,""C ~..,..,('l)('l)0 ~..,e:..'"::l en '"en 0 Ct':::l ""C....,e:....,..,0~'"x ~'0~('l)C"'.., ~0 ~'0 tr:I ('l).., .-+en '<.-+~.-+('l) .. ;'",""..................Year!'No,Will Administration ) RUTH DONNAN OSBOURNE,a/k/a RUTH D. O$.B.OV:R.N$,...a/Js,/~..WlS..•...~~..s..•..O$B.o.tmN.E. Deceased George Washington Hotel Late of City.of...Was.b.in.8t.on . County of W~lSl1.i,IlgtqI;l . Commonwealth of Pennsylvania REPORT AND APPRAISAL ,. IIV)c::~~>::tl..................>-<:V')V)V)g.n n?"'?"' C'5 ~>;: ~~~-00-00-00 Vl:.....:+:-,. :.....~:0':. :-..0:1\)I ::~G>::"'-l:'"en\It •.'J!tJ:~~::tl:'1\):0 ('l)..........:"':0 '0 ~ :.:"':0 0-----.;.;-~ l :0':0 ('l) ::\11 :o~ ,, " ._..:-================= ,. .;, ....... ._' ;-~.~~ -, -fh-OO :~ :~:"::~: :'\\: :~: l~: ·:~..· ...· ...·.. . -OO!i"*-00 ·. . .:~::~~:~· ...\\: . : :t:l:~:.,,".,ro..('l).........· . . .\JJ ,..,.::'\"~~::·~:O 3: .·'--cr 0 :;':::~:()li.: ::f'\:()----- :~:Q. ." .. ~ R CC-Bl (2-64) ..' COMMONWEALTH O'F PENNSYLVANIA\. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8£ REFltR TO 37-:-36-6 NOTICE OF FILING OF APPRAISEMENT PITTSBURGH NATIONAL BANK (Executor ~)' In Re:Esta te of R_U.:..;'.D:;,;.H.;...-D_O_NN_AN_'_OS_BU_RN_E~a/~k_"/~a__ WASHINGTON C t '1_____--------_--oun y -Fl.e No.9441-162 You are hereby notified that the original~ppraisement in the estate of'Ruth Donnaa Osburne ha~s been filed in the office of tt;~Register of Wills qf Washington County on November 20 ,19_.Said appraisement reflects the following valuations: RealEstate _---:..--,..,.:;3;;.;3-.,:,:...,;0..,..0m0,.;..•.,.00..--_ Personal property ~3~83~,2_9~9~.6~5~_ Transfer s --------rrr-""'TI"TI"T"""r'I~- Tota1 -.,-_:-4.:..1_6-..:,:....2...;;9....:.9_._6;;..5__ As to such tax that is paid within three months ,from d~te of 't 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. Signed~:..:.LL//~~~7J-~ PPRAISER (f;/{. Date N_o:..v_em..:;.....:b_e_r_2_0~,_1_9:..6_8 _ DATE OF DEATH:July 9,1967 Note:This is not a bill. OSBURNE,737 ~j&! RC'C-39 (6-6"),~ '.:OMMONWEALTH OF PENNSYLVAI~HA itTRANSFER INHERITANCE TAX .- RESIDENT DECEDENT RUTH DONNAN,a/k/a OSBBRNE,RUTH D.a/k/a OSBURNE.,I'ffiS ~ALFRED S. FILE #-..9441-162 ..0 r;f .July 9,1967' SUMMARY I,the undersigned #63 Washington the real and personal opposite each item in FILE #9441-162 na ted:11-20-68 07-09-67 nJ'!:POHT OF INHERITANCE TAX APPRAISER duly 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", - RRPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for ~ Coun ty ,Pennsylvania,dc.·,.sper.tful.ly report,tha t I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT lesser amount is set forth in the last column to the rJ.ght in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGIST[R OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $33,OOO•.o~~,:1ii,"~~$33,000.00 $383,299.b5:_38),299.0;--.------ INVENTORY Real Property (Rchedule A) Personal Prope~ty (Schedule B) Transfers (Sch~dule C) Joint-Helct.Property (Schedule E) TOTAL GROSS ASSETS LERR Debts and Deductions (SCHEDULE F) CLEAR.VALUE OF ESTATE =====.- U6,299.OS- ======.-=======:= Valuation of life estates or annuities ...••...$----- ESTATE T~X ASSESSMENTS $------ -------_._- "'$_---.:._---- $-------$ COMPUTATION OF TAX TOTAL TAX BALANCE PAID $---~--- $._.-------- As evidenced by Charitable Exemption Certificates issued by th,e S'ecre~ary of Revenue. *-------". TOTAL TAX $~ Less tax previously paid $======~====\=== BALANCE $..------L~ss 5%of tax if paid within 3.months after death $======1= JALANCE OF INHERITANCE TAX DUE A~d interest at rate of A%from ·l to AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE : Add interest at rate of S(from.'to _ FOR USE OF REGISTER ONLY Tax on $•__Pi%$__..,--_ T ax on $10'10 t _ T 0:X on !l;•~*"_'__~Tax on $1~%$ E{Cemptions :=(:::) Total Estate------ FOR USE OF REGISTER iONLY ADJUSTMENTS . NOTE:Where subsequent adjustments are made to the above computation of tax by the TIegister of Wills,for proper reason,same should be noted below,with short explanation. Will tAdministration~No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF RUTH OONNAN OSBURNE a/k/a........................................................................... Deceased Late of . County of WASHINGTON WASHINGTON ~~ ",,., ,~ Gommonwealth of Pennsylvania REPORT AND APPRAISAL ......... :.~:"~".. 'L~-..:,/:·.;~\~;i '. .,.. \ " \. ~<O, Fonn'RCC-2 DEPARTMENT OF REVENUE·. .}BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA,- RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~C?,y..~~:::~9.~~.~??. NTY Washington 'cou ,. FILE NO ?~~::::.~..?~1 Whereas,~~P.~~~.9.~~.~.~.~~I.~/~.9.late of ~~.~~~~.<:>J;l . in the County of ~~.:~.~.~~~Commonwealth of Pennsylvania,having -died on the ?..~.~day of ~.~!.19..§.?,seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:~~:.~.~..~~.~~.~;r.,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ REALTY: Lot 130.87 X average 150.28 x 170.88 in the rear, having erected theron a I-story brick &clapboard dwelling and a 2-car integral garage known as 100 Southern Hilands Drive,Upper St.Calri Twp., Allegheny County,Pa.33,000.00 33,000 00 . -pERSONALTY : See schedule attached to appraisement.........383 ,299.65 383,2~9 65•. r, .'I ,r--, I '1,... ~..--~.~..~-,. .~.. ... /- Total 416,299 65 1 i i I ~ . "".WASHINGTON........................;.~;~,:.,....... \' COU1lty . (: RESIDENT INHERITANCE TAX APPRAISEMENT Estate ~~. ...........................~y.:r..~....p.9.~.~A~.....9?.~y.~~....~/~j~. Deceased. Late of WASHINGTON Date of Death,~.~:r.?.'.:l:.~§7.. Appraisemel!t Docket'Vol ~7 ..,i' Page,?.~.~No t.....~:-:.~~~~~~ Filed in Register's Office,l~?y'.~. Amount of tax due,$J~~:. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isemerit, Appeal f"om Appraisement,. Entered :and charged,. ,;~.. --,< J Register DEDUCTIONS ALLOWED IN THE SUM OF 14'~!q,{,,'t.ft.rltr.,C?I ..I..,=,J,.?~fDATEAPPROVED. ~ STATEMENT OF DEBTS AND DEDUCTIONS ;r...::....,;...:....r~~~--=-....:.;.....:.:..:....:;...;'-----LATE OF __C=i.::.ty"--.::.o-=f....:.:W-=a:;:s~h:::i:.:.n::l:g;L;t;,,;o;.;n::-_ OFFICE OF THE REGISTER OF WILLS .' OF __W.;":";;.;a;;:;.s.;;.:h.:.:i..::;;n,,,,g,-=,t...;:;o..::;;n:.-__COUNTY Form.RC C·10." ~'--=::....:...~---'-...<...-..::...:;....;;",.;;_DAT&OF DEATH _~J..;..u.:.:l....y.....,;;.9...,_l;.,;,9...,;6...,;7 _ DATE NO.OF NAMIi OF PAYEE REMARKS AMOUNTVOUCHSOlt 1 9 7 Letters Testamentary and Six Aug.1 Josephine M.Douglas,Register Short Certificates $40 50 1 Guy A.Rogers Securing Signatures of Witnesses 20 00 1 Washington County Reports Advertising Letters 12 50 1 Fred S.James &Co.Automobile Insurance 151 00 8 Antique Jewelry Shop Appraisal of Jewelry 20 00 ,,.To!':enhine M.Douglas.Register 16 Short Certificates 16 00 14 Observer Publishing Co.Advertising Letters 12 50 SeDt 27 Pittsburgh National Bank Appraisal of Real Estate 45 00 Oct.31 Josephine M.Douglas,Register 3 Short Certificate~3 00 2 Packing and Removin~Household Go pds 172 38Nov.McKean and Burt Inc.from Hotel Room &S orage House 3 Certificates of Appointment 6 David B.Roberts Prothonotary of Notary Public 4 50 6 Hagan Oldsmobile-Cadillac Repairs to Automobile 22 04 6 'Geor~e Washin~ton Garage S.torage of Automobile 60 00 7 Martin R.Hallam Appraisal of Household Goods 25 00 Eastern and Chartered Cost of Transferring 50 shares, 13 Trust Co.Canadian Marconi Co.-Common 70 20 The Tribune Classified Advertising 3 00 Lost Securities Bond - 2 sharesDec.26 Edwards,George &Co ".-Inc.Goodyear Tire &Rubber Co ••Cornmon 10 00 1 9 8Jan.4 Russell Marino.Register Certified COpy of Will 8 50 July 22 Do Filing Inyentory 7 50 Exemplification from record for Sept.5 Do filing in Allegheny Countv 12 00 9/15/(7 ~/17/6 Mt.Lebanon News Advertisin~Real Estate in Upper 22 92to'St.Clair ownship.Allegheny 9/11/1 7 to ~/23/6 Pittsburgh Press Co.County for Sale 204 19 l'9 I 8 Oct.16 Schmidt,Allison &Townsend Attorneys'Fee 14.000 00 16 Russell Marino,Register Filing Account·32 00 16 Pittsburgh National Bank Executor's Compensation 18,000 00 COMMONWEALTH OF PENNSYLVANIA } ___911:COUNTY OF I,----------------------HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENIIES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF --.0ECliAeED.AS DEDUCTIONSI FOR INHERITANCE TAX PURPOSES. ___________________(L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY or --------------"'-- Form RS C·10 .' ....",,~.. DEDUCTIONS ALLOWED IN OFFICE OF TME REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $. DATE APPROVED .....•.. Register of Will.,Agent . ESTATE OF LATE OF '-'_ DATE OF FILING APPRAISEMENT ~__DAT!i OF DEATH _ DATE NO.OF NAMIL OF PAYEE VOUCHEIII: 197 Aug.1 Piatt Funeral Home 7 Ambulance &Chair Service REMARKS Funeral Expenses Transportation from Hotel toHosoital. . AMOUNT 1 331 90 20 00 7/1 Sept.12 Dr M.W.Graham Taylorls Pharmacy Medical Services Drugs 85 00 37 18 Oct Nov. Dec. 1 9 Julv 1 9 AUI!. 2 31 2 7 8 19 7 1 7 7 C.Godwin &Sons Dr.Bernard Berman Washington Hospital Monica E.Ozimek Anne Tucker Catherine VanVoorhees Kurtz Monument Co. Malcolm Hay.Countv Treasurer Do Ashmorels Fiower Shop St.Clair Country Club Funeral Flowers Medical Services Hospital Expenses Nursing Services Do Do Grave Marker Allegheny County Personal Propert~ Tax for year lq67 Alleglleny County Real Estate Tax for 'vear 1967 . 'Flowers Charges 89 25 25 00 n 00 37 50 50 00 50 00 290 00 74133 183 03 10 50 5 91 7 7 7 7 Home Oualitv Laundry J.A.Rungo Township of Upper St.Clair W.E.Berster.Treasurer Charges 1 68 Grocery Bill 19 81 Sewage Charges to 4/10/67 3 70 Upper St.Clair Township SchoolTaxforyear'1967 ..503 60 Upper St.Clair Townsh~p Real Do Estate Tax for'vear 1967 123 45 9 Charles E.Beck Co.Charges 250 85---t---"---t----r='-===.=:..=....-=.::.-..=....;:;.:;.~;;..:..::---------+-::..:.:.:=..s~-----------_+_--;:,,:..;+:..=--- 31 Bell Telephone Company Service 23 19 31 Gulf Oil Corporation Charges 9 50 31 Hal Lewis,Inc.Charges 9 50 Sept~7 Carl W.Herrmann,Inc.Storage of Furs 18 00 7 Evans Studio Charges 15 02 COMMONWEALTH OF PENNSYLVANIA } ___se:COUNTY OF I,---------:..-..------------~-----__HEREBY CERTIFY.THAT.TO THE BEar OF ~y kNOWlEOGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ---------D ECEAtIED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. SWORN AND SUBSCRIBED BEFORE ME THIS -DAY Of' ------le __ ________-:-CL.5.) Fo,m Rt C·lO ~.. ., DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $. DATE APPROVED . Reglale,of Will••Age~t ESTATE OF LATE OF _ DATE OF FILING APPRAISEMENT --'-OAT5 OF DEATH _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEII 1 9 P 7 Sept.7 Central Television Charges 2 00 7 Katherine Ireys Charges 90 00 12 Thompson's Flowers 8 93 13 W.S.Brown &Co.Awning Service 12 60 Oct.3 Westminster Presby.Church Balance due on Pledge 4,000 00 Nov.2 Gordon L.Uhl Charges 546 00 6 George Washington Garage Storage of Automobile,July 1967 20 00 Final Bill for Room, ;,1.·277 6')6 George Washington Hotel Meals etc. 24 Columbia Gas of Penna.Service to 11/8/67 -....Ln'J Dec.28 West Penn .Power Co.Service to 12/18/67 LV OJ. 1 9 ) 8 Jan 22 Internal Revenue Service Balance 1967 Income Tax 128 90 Oct.15 Rita W.Kane,Register Recording Will in Allegheny Co.16 00 .. 15 Expenses of Sale of Real Estate a~100 Southern Highlands Drive, Upper St.Clair Township,Allegheny County Pennsvlvania Real Estate Transfer Tax 330 00 Pitt Real Estate Co.-Broker's Connnission 1,590 00 Pittsburgh National Bank -E~ecutorls Compensation 720 00 Expenses of Maintenance and Prese~vation of Property at 100 Southern Highlands Drive,Upp pr St.Clair Township, Allegheny County.pending sale thereof - Columbia Gas of Penna.Service 12/27/67 to 9/20/68 ..,''''''..,,,. West Penn Power Co.Service 1/29/68 to 8/23/68 Pittsburgh National Bank Public Liability Insurance 10 00 Hafer Plumbing &Equipment Co.Winterizing 10/25/67 &2/15/68 ;70 100 James B.Green Awning Service 12 00 COMMONWEALTH OF PENNSYLVANIA } ___se:COUNTY OF I.----------------------~-~----_HEREBYCERTIFY.THAT.TO THE BEaT OF MY I<NOWLI!:DGE AND BELIEF.THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONlO FOR INHERITANCE TAX PURPOSES. ___________________CL.5.) SWORN AND SUBSCRIBED BEFORE ME THIS IDAY 01' ------18 __ ".~- I Form R~C·1O \-;.-i .DEDUCTIONS ALLOWED IN. I .,.?> OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............$...................................... REGISTER OF WILLS AND DEDUCTIONS DATE APPROVEDOFCOUNTY •••••'0'.................................................,., I AND AGENT OF THE COMMONWEALTH Register of Will••Ag••' ESTATE OF LATE OF I DATi OF DEATHDATEOFFILINGAPPRAISEMENT DATE NO.OF NAMS:OF PAYEE REMARKS AMOUNT VOUCH"" Lee Beck Maintenance 11/20/67·to 10/11/68 ':l1':l 'v, Upper St.Clair Township Sewer Service Pittsburgh National B.ank'Fire Insurance Coverage 100 00.. 1968 County Township and School Taxes --$916.47.272.~Less:Purchaser's Pro-rate are thereof £/1"\0 ~-s I -......--'$'<fO ,vv....~ Less:Rents received from propi~rty at 100 Southern Highlands Drive,Vpper St.C1ai Township,Allegheny ~September,1967 ,..!f'\nCounty,for months-of August an NET TOTAL 10 £,...,...,:..". lj1i'Z,JJ "I , I I - ..r- COMMONWEALTH OF PENNSYLVANIA .}SS:COUNTY OF Washington I I.Chas.E.Enlow ,Trust Officer of Pittsburgh National BankHEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE'OF Ruth Donnan Osb'ourne,etc.DECEASED.AS DEDUCTIONS;FOR INHERITANCE TAX PURPOSES.--~~.~~(L.5.) SWORN'AND SUBSCRI'SED ~EFORE ME THIS;t.r DAY Of"Trust Officer of PittsburgR""Nationa1 Bank "2.0vember ....~Ie ~V~4,...J~~ Register I I ,....i.'.y :l .). ·\• J ," "., ::J .':.J:J~ Co .~••• tr .ll I 'f ", ~r .."""~,-"'••!"'......i .....I F"If 4 19 ~USSEI.L :;\;-'1;10 R..:GIST LI~U':v,ILLS ..c. ,I J $for0 3,q $-------- PENNSYLVANI·A EST~TE TAX DETERMINATION R CC0 49 (9-641 COMMONWE4LTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLL.:ECTIONS INHERITANCE TAX DIVISION Dote 0 f Death -----,,....,.....----f-f-,-,f-I-.JloO<--lf---::----"'-E---';---- ,~J~Date_---"--~-19 ,q~------~\~ Estate of:---------.s-4--L-~--""':""':"-f-f~J.At;-"----~=~-"-!'-.:..IIl="---- 3.Amount of credit for State death taxes. -+As shown on return form or final change no~ice ($~O/~11 ) As verified by computation 4.Penna.Inheritance tax due and/or paid 5.Normal Inheritance taxes paid to other States .........../ 6.Total Inherita~~ax-cr.e.d.i.ts.(4 +5)~~_.'I 7.Total liabil.ity.lo.r P~nna.Es{~te Tax (3 -6)-'--./~ 8.Less:Previou's payments on a/c of Penna.Estate Tax Dote of payment Amount of Tax paid Amount of Interest paid $------$---+----- "\-------- " ',II$=.===::::::::::============terest due as of---------- Prepared by -I-Ji#-~~6-~--,----==-""""'------ 9.Balance of Penna:Estate Tax due (7 -8) 10.Interest due from to --@6%perannum .-Jt0. Reviewed and approved by (Nome)t (Title)(Dote) LESS TOTAL CREOITS.. . . . . . . . . . . . . . . . . . . . . . . ...$__1_0....;·,:-7_0...:...9_.7_1 _ If proof of settlement of the Federal estate tax liability is required by a third party,this closing letter,toqcther with cancelJee!check(s)or receipt(s)showinq poyment of the net estate tax shown above,and interest and penalties (if any),may be exhibited to such thire!party as evidence that the Federal estate tax liability has been discharged for the above named estate. THIS IS AN IMPORTANT DOCUMENT FORM L-l 5..(REV.4-64) I ( IN I8lJ'LY REl'ER TO Form L-154 ESTATE OF Ruth Donnan Osbourne DATE OF DEATH July 9,1967 105,913.02 116,622.73 36.38 1,661.06 9,012.27 ti~~~ 0··o·7Istnct.rrector June 10,1969 PITTSBURGH,PA.15230 ESTATE TAX CLOSING LETTER 1 1o.S.TREASURY DEPA~TM~NT INTERNAL REVE~UE SERVICE OFFICE OF THE'i:5i!h~,:..o:T DIRECTOR P.O.BOX'\2~BB .....................................$ Foreign death taxes....."$ Tax on prior transfers .....$ Federal Gift Tax $ NET ESTATE TAX ,.,$ Less credits allowed: State death taxes $ The Federal estate tax liability for the estate named above is as follows: Gross estate tax Pittsburgh National Bank,Executor Washington,Pennsylvania 15301 RCC-49 (9-64)" COMMONWEALTH OF PENNSYLVANIA DE~ARTMENTOF REVENUE ~ BUREAU OF COUNTY·'COLLECTIONS INHERITANCE TAX DIVISION \.-# :'.,i:·':',"'; PENNSYLVANIA ESTATE TAX ~.. DETERMINATION .... County --"~JI..J!!:.f-!L-..!.-~-J-~~--,--------- Bureau Fi Ie No._-I--I---#-I-~~~_ Date~&~I~'Y__1914- 1.Taxable estate per U S.Estate Tax Return,Farm #706 ~i~.Taxable estate per f!nal change in Federal Return dated ~69-......- 3.Amount of credit for State death taxes. As shown on return form or final change notice ($----- As verified by computation 4.Penna.Inheritance tax due andlor paid 5.Normal Inheritance taxes paid to other States 6.TotaI Inheri tance tax credi ts ( 4 +5) '~ 7.Total liability for Penna.Estate Tax (3 -6) $-----.f'>0.,' 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 Prepared by ~J--..3II~~:"---6-~IE:""------=---- $=================== Reviewed and approved by (Name)(Title)(Date) , RCC-49 (8-71)"",• COMMONWEAL TH OF P ENNSYLVANIA 'r •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION 3 ~d.. cJ F"lhtiL Date :rh a t.(.3 ()19 13 j Estate of:--Rl.(~D01'\Y\gYl o..sbo«R,IVE.. Date of Death 7 /q/t 7 I County Wr-tSI~IVl~IOi'l -r:D 37~3'",~ Bureau File No.q4-41-Jll)2. 1.Taxable estate per U.S.Estate Tax Return,Form #706 $YO,!,133.5 ~- 2.Taxable estate per final change in Federal Return dated ~.1(J.~<f $"rJ ()c.{"Q e,'f c.- 3.Amount of credit for State death ta~es. As shown on return form or final change notice ($q.0 I J...~7)-- As verified by computation qOl~·~1 ,. 4.Penna.Inheritance Tax due and/or paid $'7 Lf fJ,g?>";...---- 5.Normal Inheritance taxes paid to other States No f\J e- 6.Total Inheritance tax credits (4 +5)'7 LfI7.9'j 7.Total liability for Penna.Estate Tax (3 -6)/co')9 Lf3 Lf, 8.Less:Previous payments on al c of Penna.Estate Tax Amount of Tax paid Amount of Interest paid 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of _$===0====0==1O\}=='==. Prepared by Reviewed and approved by ~---:-_ I',•..__. (NAME)(TITLE)(DATE)