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HomeMy WebLinkAboutOC1968-1395 - ESTATE OF HURLBUTr-. 'i .JUMl PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ~ .MARY F.HURLBUTEstateof_ _------.----- Deceased No._.~~?~..~~._~?~~__.__ -.. Fiduciary.._..~_.~~~~.~. Date of Date of Decedent's death ~~~.?~~~..~~"~?~7.._Grant of Letters ~~~~~~:r:..~.'-..~2.~'J._..___'" .. This is the·¥.~~.~.~~4..f~.~~~__.account filed in this estate. .. If there have been for'mer accounts filed in this estate,list file number or number and term . Election to take Under or Against will.(cross out one) Date Election Place of; Filed _.Record _~_._. Name of surviving spouse ~.<?.J?:~~.._.. ..__~__..__. l:.ist is'sue,where material: Did decedent marry after execution of will?{indicate}~.No.Any children born after execution of will?(indicate) Y.:es.No.1.!answer yes,name them .___.. .._ . ..._-----------__---..--.._----_..__..-:..._-__----__-_--_- ___-__••-._.._--------.------••••••_-_.-- _-.--_:_--••"!_---.--._--._---.- Legatees Pearyl E.Ewart. Howard C.Ewart William Rogers Guy Rogers Richard Guy Rogers Robert Leroy Rogers Jonathan Linn Rogers Mary Elizabeth Rogers Relationship Niece Nephew by mar. Grandnephew Nephew Great grandnephew II "n II Great grandniece Interest Fiduciary,if deceased or not sui juris None None None None List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts:None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes..-e... If any exception give cause:. File copy of Notice and date of mailing ,:. Is estate subject to the filing of a Federal Estate Tax Return?X~~. Actual payment made on Pennsylvania ,Transfer Inheritance Tax.Amount $~,.Q9.Q~.QQ . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ........................................._-_-_-_-__-_._-.~-__..-_-.--__.-____-.__. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts of such claims;state whether they'are admitted to be correct;and wh~ther the claim is denied. None. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None other than appointment of a successor Trustee. ,', to .... ,"'.~ Balance for distribution per account, Itemize any additional debits not shown by account:$..~!.~3!tP.!.?_7 .__. G.C.Murphy Dividend $480.00 Total additional debits (Add)$,,4~9.!9Q .Itemiz~any additional credits not shown by account:' Distribute of Income from Dividends &Interest on interest q(7~'~1 Total additional credits (Subtract)I ' Peryl E.Ewart Guy A.Rogers Balance for distributJon $777.15 777.14 ('?~018',01$._~9:Jil:~.~_!_~_~..~...._...._~- .".' '1 t ~tW./14~;S..iJ/'V··''''(/P I ~,).~~~PQ $982.32 tt<.,(;'tr f~ If balance for distribution is not j".(cash,list each item held in kind,giving appraised Value (or distribution Value); ~' 1.u1 tA:y (~'1?l(~;z,<.rA1;.,y;;Pf'3~,rJ >-------,'l/"~~\V(... ~ "M,.-"',~,~::':'-A~, If Family Exemption claimed by Petition,give place of Record:~~~~. If Family Exemption is claimed at .audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: Peary1 E.Ewart. Guy Rogers $1386.75 Income 1386.75 In~om.e ,Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections :to take in kind if balance is not in cosh:residuary shares being stated in proportions: Entire balance to Trustee to be named. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~~~doth depose and say that the facts set forth in the foregoing petition are true to the best oL J:1.~.liJ knowledge and belief. .........?~~~ff -.to and subscribed before me this../t?:d~y of..J?~~~~~~19.~. Signature of Officer.~~~~.1?:::" Title of Officer ~~~q:..~..:. Office expires . And your petitioner will ever pray,etc. .~.. , ",~.!1 ""1(;\til i!j 171 if ·'-")llll'ltl(0~·1iI\~v.~.'·,wJJ~iJJ !I{\\1'.JA.~'J'IHn ff]~w\v#e"}~,..:;..,:';:-~'.,:.,-~.:":'~'~,';-:""'~f\\it$'ll"ild!1..~,!!)~31J.L5\1@]laL ib3!Hhili:~j~11l3i.$!$rrniW ,,~ lI~ "i;~1; i'.~ ~ \ .~ No.~~.~;?_._9f._J·.~§_~..__..·.. ; Estate of Mary F.Hurlbut..-..-_..-_-------..-..---_ _--_... .................................__-.---.. Deceased Fjducja·ry~..g-'.\y._.fto,g~.r.:3 .._.__.._...-- .................___--_. ptTITION SU R AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of FiG.luciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,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 appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.-Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds -for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. J Qhn.~F-&---Wl~e~..--..Att~;~~y .........__....--:-------.~~ ~., 6~j,\,. :'~ 2UdE JIVU69. ~n ,,<m jU;~J ."II<JI ',' ,./.-. ,i I,MA~Y F.HURLBUT,of the City of Washington,County of Washington,Com:rnonwealth of Pennsylvania,do make this,my Will,hereby revoking any ·and ?-ll Wills at any time heretofore made by me. FIRST:I direct that the expenses of my last illness and funeral be paid out of my estate as soon as may be c.onvenient after my death. SECOND:I give and bequeath all ~y tangible personal property, including but not limited to jewelry and clothing,to my niece,MRS.PEARYL EWART. THIRD:All the residue of my estate,real and personal and wherever situate,I give,devise and bequeath to MELLON NATIONAL BANK AND TRUST COMPANY,IN TRUST,NEVERTHELESS,for the iollowing uses and purposes: (A)The Trustee shall hold,manage,invest and reinvest said Trust Estate and shall distribute the net income (hereinafter called IIIncome") and principal from time to time as follows: (1)The Trustee shall pay one-half (1/2)of the Income quarter-annually to my niece,MRS.PEARYL EWART,during the term of her natural life .Upon the death of my niece,MRS.PEARYL EWART,if her husband,HOWARD C.EWART,is then surviving,the Trustee shall pay said one-half (1/2)share of the Income quarter-annually to him for the remainder of his natural life. (2)Upon the death of the survivor of my niece,MH.S.PEARYL EWART,and her husband,HOWARD C.EWART,one-half (1/2)of the Trust Ecstate shall be transferred and delivered to WILLIAM ROGERS free and clear J ...: ('. ~. of trust. (3)The Trustee shall pay one-half (f/2)of the Income quarter-annually to GUY ROGERS for the term of his natural life. (4)Upon the death of GUY ROGERS,or upon my death if he fails to survive me,one-half (1/2)of the principal balance of the Trust Estate shall be transferred to WILLIAM ROGERS free and clear of trust. (5)In the event that WILLIAM ROGERS fails to survive,all of the income beneficiaries named in the preceding sub-paragraphs of this Article of oy Will,I direct that the share of the principal of the Trust Estate which would otherwise be distributable to him,shall then be distributed to the PENN- SYLVANI.A ASSOCIATION OF THE BLIND. (B)The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation;and the principal and Income shall be paid by the Trustee direct to or for the use of the beneficiary entitled thereto,without regard to any assignment,order,attachment or claim whatever. (C)Income accrued on any property received by the Trustee either at the inception of the trust or as an addition thereto shall be treated as income and not as principal.Upon the death of any beneficiary of Income,any ,:,ndistributed Income,then held by the Trustee for such beneficiary shall be paid to the person or persons for whose benefit the principal producing such Income is continued in trust or to whom it is distributed under the terms hereof.Corpo- rate distributions .received by the Trustee in the shares of the distributing cor,po- ration,regardless of the number and however described or designated by the distributing corporation,shall be deemed principal. (D)In the administration of the trusts herein created,the Trustee -2- ·- shall have,in addition to and not in limitation of any authority given to it by law and without the necessity of obtaining the consent of any court,the following powers:to accept in distribution of my estate and to retain investments and property which are a part of my estate;to invest and reinve.st the principal of the Trus:Estate in any kind of property,real or personal,or part interest therein~ without being restricted to investments which are legal for trust funds;to give options for sales,leases and exchanges;to borrow money~to sell,pledge, exchange or mortgage any real or personal property;to compromise claims;to lease real or personal property for terms exceeding five '(5)years;to join in or oppose the merger,consolidation,reorganization o·r rea~justment of the financial structure of any firm or corporation in which the Trust Estate may have an interest;to,. ca,rry securities in the name of a nominee;and to distribute the Trust Estate either in cash or in kind. (E)The Trustee may re sign at any time by petitioning a court of competent jurisdict.ion to designate and appoint a successor ~orporate Trustee. In case of the merger or consolidation of the Trustee,the re sultant company shall '";)ecome successor Trustee hereunder without notice teo any party. (F)The Trustee shall be entitled to receive annually compensation for its services 'hereunder in accordance with its schedule of compensation cur- rently in effect when the services a.re performed,but not in excess of such compensation as would be approved by a court of com.petent jurisdiction. FOURTH:I appoint MELLON NATIONAL BANK AND TRUST COM- PANY and GUY ROGERS as Executors of this my Will,giving and granting to my .. Executors the same broad powers of retention,sale,conversion,investment and management of my estate,real and personal,as are granted to my Trustee. under this Will,and in addition the right to distribute my securities or other property in kind to my Trustee. -3- .." ",.. I have hereunto set my hand and seal this FIFTH:I direct that all e s.tate,inheritance arrlother taxe s in the nature thereof,together with any interest and penalties thereon,becoming pay- able because of my death with respect to 'the property constituting my gross e state for death tax purpose s,whether or not such property pas ses under this Will,shall be paid from the principal of my residuary estate passing under Art:cle THIRD hereof;and no legatee or devisee or any person having a bene- ficial interest in any such property,whether under .this Will or any Codicil there- to or otherwise,shall at anY:'time be required to.refund any part of such taxes. In the ahsolute discretion of my Executors such taxes may be paid immediately, or the payment of taxes on future or remaind'er 'interests may be postponed until the time possession ~hereof accrues.to the beneficiaries,in which event such taxes shall be paid by the Trustee out of the principal of the trust subject thereto. IN WITNESS WHEREOF, day of .::;.IP"-;'~..lIooG-:~\'1965. (SEAL) Signed,sealed,published and declared by MARY F.HURLBUT,the Testatrix above named,as and for her Will in the pre~sence of us,who,at her request,in her presence and in the presence of each other,have hereunto sub- scribed our names as witnesses hereto. ,L/'' ~ev4-(}-7P.a Address:f.6-~~ -4- III, t .. I::'I,Mary F.Hurlbut of Washington,Pennsylvania,make this cod~cil to my will dated October 28;1965. !l!r I revoke that provision of my will designated Third (A) "(5)and substitute therefor the following provision:In the event that William Rogers fails to survive all the income beneficiaries named in the preceding subparagraphs of this,article of my will, I direct that the share of the principal of the trust estate which would otherwise be distributable to him shall be distributed to 'the natural issue of the said William'Rogers,per stirpes,and I appoint Mellon National Bank and Trust guardian of the estates of such of them as may be minors.I authorize such guardian in its sole discretion and without order of court,to retain any property thus passing to a minor in kind or to sell the same,giving good -title to any real estate,to invest and reinvest in stocks,bonds, or other investments without being limited to investments which are legal for a minor's funds,and to use both income and principal for the minor's welfare,comf~rt,recreation,support and education, including preparatory,college and postgraduate or professional' ,training.If all the forgoing persons fail to survive the income beneficiaries named above,then I direct that the remaining principal shall be distributed to the Pennsylvania Association of the Blind. In all other respects I ratify my will dated October 28, 1965. ,: {, "I' ilII'1I~ Witness my ,--71 'I I,J{ hand this ....if.d~y of January 1967. J)/}>,/.:1 r !1./"'1 /!t.AI'r-~}'i~·f:..-.'i 7:"./!~-..i"",,--(j ,,--'L I''--(SEAL)-'I."~,-,-'.....:,..~/--,-,"--,..,.:....-------//.''-L/--!.'/I Y ~-".-.';., l ,-Signed and sealed by mark,published and declared by Mary F.Hurlbut the testatrix above named,as and for'a codicil to her will in the presence of us,who,at her request,in her presence and in the presence of each other,have hereunto sub- scribed our names as witnesses hereto. tJ Address:/3C''~Jl~~-)'aJ.. / ~J .i ' ,,,+/-~-'..' '>i"/Cl/1 I/-I.r~_q,A~~\,1-1!-1'?~o / " ATTEST:; , A true copy from the Record. ;i2~$#~..-wc) Reg.of Wills and Clerk a.c . •1 ,I r I Address:h7)-Ee~{!!~/-' Cf11-w£.~(vii ,::2 ------------_.,.--------=---- ...a en to... :' ". IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. FIRST AND FINAL.ACCOUNT CF GUY ROGERS,EXECUTOR OF THE ESTATE OF MARY F.HURLBUT,DECEASED. NO.J:6 ~.s- SUMMARY PRINCIPAL PERSONALTY SCHEDULE A. Receipts -Page - 2 Disbursements -Pages 2 - 3 INCOME PERSONALTY SCHEDULE B. OF 1968 1IJ:fI... $107,934.54 e..... ..19,.9.211,28.C- Receipts -Pages 3-4 DISTRIBUTION: $i ,.",I "'~rt 1; 5}000.51 '-- $94;014.07 . Pery1 Ewart Guy Rogers $1,386.75 1,386.75 2,773.50 \.. ADVANCEMENT: BALANCE ---------$91,2~O.5~=~-~.,.•..-'=: r "Guy Rogers,On Account of Commission ($3,000.00.\. " / ....-----......,...------------------------------------.~-1 "• .... SCHEDULE A PRINCIPAL PERSONALTY RECEIPTS Inventory and Appraisement as filed Irving Trust Company,New York,Trust UIW Harold W.Hurlbut Refunds to Estate: 1,915.75 Wash.Manor Blue Cross $58.64 123.20 12-28 Internal Revenue (1967)300.001~. Conversion Assets Without Gain or Loss Proceeds Sale 350 Shares Common Stock New England Gas &Electric Association 481.84 @2.0 5/8 Carrying Value Gain Sale of Assets $7,120.55 7,120.55 -0- 12-28 Proceeds Sale 400 Shares Common Stock G,.C.Murphy Company @23 1/4 $9,158.81 Carrying Value 9,050.00 108.81 $107,934.54 -- DISBURSEMENTS ADMINISTRATIVE EXPENSES 1967 11-9 Register of Wills,Wash.,Pa. 11-9 Letters Testamentary Observer Publishing Co.,Legal Advertising $21.50 12.50 11-9 Washington County Legal Journal, Legal Advertising -2- 12.50 .'~ ,.,• ADMINISTRATIVE EXPENSES -continued: 1968 1-8 lO~23 10-23 10-23 10-23 Register of Wills,Wash.,Pa., Filing Inventory Register of Wills,Wash.,Pa. Filing Account John F.Wiley,Esq.,Attorney's Fees Guy R~gers,Executor's Fees Notary Fees -Estate Papers $3.00 18.00 4,089.00 5,391.29 7.00 PREFERRED DEBTS $9,554.79 1967 S.F.Barnhill Funeral Home $1,885'.00 " Transfer Body Homer,New York -Burial 175.00 Bernard Berman,M.D.,Professional Services 142.00 Nursing Services 175.00 Bell Telephone Company 1.50 $2,378..50 TAXES 1967 12-8 Register of Wills,Wash.,Pa.,On Account - Inheritance Tax 1968 Washington County Personal Property Tax, including interest ($888r65+206.32) Washington County Personal Property Tax, 1968 U.S.Fiduciary Income Tax Return TOTAL DISBURSEMENTS SCHEDULE B INCOME PERSONALTY RECEIPTS 1,094.9.1 150.75 41.77 $t>,981..'49---- $Ilh.~9'0.78 1968 Fed.Intermediate Credit Bank Dividends -1967~1968 -3- $ n, Dividends 1967-1968 -continued G.C.Murphy Company Consolidated Edison Co.of N.Y. New E~gland Gas &Electric Assoc. G.C.Murphy Company Consolidated Edison Co.of N.Y. New England Gas &:E1ectric Assoc. G.C.Murphy Company Consolidated Edison Co.of N.Y. New England Gas &E1ectriri Asso~. G.C.Murphy Company Consolidated Edison Co.of N.Y. New England Gas &Electric Assoc. TOTAL INCOME -4- ·1 $600.00 360.00 288.75 480.00 360.00 192.50 480.00 360.00 192.50 480.00 360.00 192.50 ~~ -oJ ....A_ $JL~o£4i ~ ----------,------------------------------------------------- Observer -Reporter WASHINGTON,PENNSYLVANIA· PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, ,Po L.1784,a:s amended. Commonwealth of Pennsylvania,County 'of Washington,55:. Personally appear,ed before me.a Notary Public in and for said County Richard S.Cowan .and :State,who beIng duly sworn according to law,deposes and says that he is the .?.~~..~.Y.!'.....~....!'.r~.~.§. of the Observer Publishing Company,a Pennsylvania corporation.and its agent in thIs behalf;that the said Company is the owner and pu'blisher of the Observer-Reporter,sucC'essor to The Woashington Observer.established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily news,pap'er of general circulation.printed and published and ::taving its place of business at Washington,Washington County.Pennsyl- vania,where it or its predecessors have been established and published eontinuoustly for more than six months'prior to the publication of the notice h·ereto attached;thaJt the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice;legal notice or legal advertis·ement,exactly a:s printed or published in the Observer-Reporter in its regular editions on the following date or dates;'_ . ..........................N.QY..~.m1?~.r.9.."l9 ~.P..g 22..,J.9..9.7.~. that neither th'6 affiant nor the Observer Publishing Company is interested in the su'bject matter of s'aid notice or advertising and that all of the allega· :x~n~r~~.this affidavit ~~...t.o...t~~..~i:.~~a2t.~Cti~~ ">\'." Sworn to and N.267152 subscribed before me this....2.2..day of......NQ.Y.e.,mbe..r~~~~ii~~i~~· WASHINGTON,WASHINGTON COUNTY MY COM~ISSION EXPfRES MAY 6,1968 1967 JV~hington County Reports ~....~ Wasbington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given' to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • •lS •••••••••••••• 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 0;:PENNSYLVANIA SS. HURLBUT,MARY F.,Dec'd. ,Late of City of Washington Wash-Ington 'County,Penna.• Executor:Guy Rodgers,44 Penn St.WashIngton,Pa.15301 ..',~ttorney:John F.Wiley,417 Wash-Ington Trust Bldg.,WaShington Pa15301..'. November 9,16.23,1967 '!E~TfTXEECUTOR:S.NOTICE.-.....OF MARY FHURL .,;ceased late of CITY'OF W BUT1GTON.ASH. Letters TESTAMEN '.,_ e abOve estatelh--.TARY·upbn ,the underSigneJi*~\b_ee~grantedl" .ven to those'1ncieb~~.t'th.eIshereby•ake Immediate",!,'"e ',~eto toosehavingClai:;,payment\and'to esent them for s'~tt~r demands.to~GUY ROGERS .'"ement.' 44 PENN STREET .~~~HINGTON.PENNSYLVANIA ~HN F WIL .•..J j •EY.ES~.•'Attorney '.-67163.;69:?4·3t cribed before me this Ptrsonally a.ppeared 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 ltgal periodical for said Washington County,publis'1Jed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement .attached hereto is a copy of a notice or advertisement,exactly as printed or publis:1ed,which appeared in the said legal periodical in its regular issues on the following dates: 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 this affidavit as to the time,place and cha~ac of the ublica '(l(l'are true. ..~....._.....f.::,{,'..~~~r ::~••• Editor Sworn to and s ....?}.;:9:~day of....................................•.......,196........ .......:1..t1a.L.<U.d.-~-<(!;.~. N4ary Public,. .'trA'"SRIN~C.YARD,Notary P c Waslllngtln,Washington Co.,a. .My Commission Expires NnQlllber 1,1969 ,\J 11n t4e Qhlurt .nf lIasQtngtnn aIn.untt!I In the matter of the Audit of Account in Estate of._;....·MA-"--R;....Y__F...:...._H_U_R_L_B_U_T 1 TO THE AUDITING JUDGE: No.1395 6819_·_,A.A. Enter my appearance for__A_c_c_o_u_n_t_a_n_t --''--_ ~s;.~-- ../3 day of .Dec::mber ,19..§.:L ,. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Obje-ctions 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. <Ii """'! <Clot 1 ~ :>.Q),. .... = 0 ~ ...0... Q)$.t ... a>....< .....s ~ '"Clotr:l ::+ .S l-::+....-<=::l -0 C ,ll::C) 0- C)$.t ~,t<::J....~0 «...:a~Clot Q) ::+....tC =,Clot...~ ci M. z "Vd"'OQ -N01~N IHSV fA Slli/\\.:IO ~31SI~3tJ ,ON,IBV,H TJIS s,nB ';61';2,Ud .£;.HM,~;'6'96 '03 '1 :~.~ IN THE ORPAHSN'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF MARY F.HURLBUT, DECEASED. ) ) ) )NO.-LJ1~ ) ) ) PET I T ION OF 1968,~. TO THE HONORABLE P.VINCENT MARINO,PRESIDENT JUDGE: The petition of WILLIAM L.ROGERS respectfully repre- sents: 1.Mary F.Hurlbut died testate October 22,1967,and her will is duly recorded in the Register's Office in and for Washington County,Pennsylvania,and a true copy thereof is here- to attached. 2.That by virtue of the terms of said will she appoint- ed Mellon National Bank and Trust Company as co-executor and trustee for certain purposes therein named,but said Bank renounc- ed and letters of administration were duly granted on November. 3,1967,to Guy Rogers,who is now serving in said capacity. 3.That as shown by the account filed at No.1395 of 1968,which is now up for audit,there is a balance for distri- Jution to be administered by a trustee to be appointed. WHEREFORE,your petitioner is one of the residuary lega- ~ees and beneficiary under said trust agreement and as such would respectfully request your Honorable Court to appoint.a successor trustee.And he J 0 I N D E R ." " We,the undersigned being all of the principal bene- ficiaries under the trust agreement in the Will of Mary F.Hurlbut deceased,hereby join in the foregoing Petition and respectfully request your Honorable Cour.t to appoint as Successor Trustee a suitable person as such to serve without bond. ~~c;G~_ c-.'/(-:ff1<uO.!l«:t,i ~g,,1 rtk/l J;:;: k-u C::~-Ff--_ Ji~L4~k::=~- •~I,o. \ ****WILL )',c**~c I,MARY F.HURLBUT,of the City of Washington,County of. Washington,Commonwealth of Pennsylvania,do make this my Will,hereby revoking any 'and ~ll Wills at any time heretofore made by me. FIRST:I direct that the expenses of my last illness and funeral be paid out of my estate as soon as maY,'be c,onve~ient after my death. 6. SECOND:I give and bequeath all ~y tangible personal property, including but not limited to jewelry and clothing"to my niece,MRS.PEARYL E\VART. THIRD:AU the residue of my estate ,real and personal and where~er situate,1 give,devise and bequeath to MELLON NATION.~,L BANK •AND TRUST COMPANY,IN TRUST,NEVE:RTHELESS,for the folloviing uses and;?urposes: (A)The Trustee shall hold,manage;invest and reinvest said Trust Estate and shall distribute the net income (hereinafter called "Income").'.1 and principal from time to time as follows: (1)'rhe Trustee shall pay one~half (1/2)of the Inc'ome quarter-annually.to my niece,MRS.PEARYL EWART,during the term .of her natural life.Upo'n the death of my niece,MRS.PEARYL EWART,if her· I 'hus~and,HOWARD C I EWART,is then surviving,the Trustee s,all pay said one-hal!(l/2)ahareof 'the Income quarter-annually to him for th?remainder, of his natural life .. (2)Upon 'thodeath of the survivor of my niece,MHS.PEARYL EWART,and her husband,HOWARD C I EWART,one-half (1/2)i:>f the Trust Estate ~hall be transferred and delivered to WILLIAM ROGERS free and clear,.. I ".•;." ... ," I •,,:"j .. 4."•,.••,......'.t •• .. ;f 't· i.,...."4 \,' •••I r(. "t .• ,0 ,. .' --"'--'-or-r- ., •'••J • I I.:) " ,, ••'4. of trust. ,(3)The Trustee shall pay one-half (liZ)of the Income quarter-annually to GUY ROGERS for the term of his natural life • (4),Upon the death of GtJY ROGERS,or upon my death if he fails to survive me,one-half (l/Z)of the principal balance of the Trust Estate 'shall be transferred to WILLIAM ~OGERS free and clear of trust. (5)In the event that WILLIAM ROGERS fails to survive',all 'of the income beneficiar~es named in the preceding sub-paragraphs of this Article of my Will,I 'direct that -the share of the principal of the Trust Estate which, would otherwise be distributable to him,shall then be distributed to the PENN- 'SYLVANIA ASSOCIATION OF'THE BLIND. ,(B)The interests of the beneficiaries hereunder .shall not be subject to anticipation or to voluntary or involuntary alienation;and the principal ,, ••'.•.'••••I and Income,shall be paid by the Trustee direct to .orfor the use of the beneficiary I entitled thereto,without regard-to any assignment,orderI attachment or claim whatever,.,r ... ,. .I " .f·.;. (C)Income accrued on any property received by the Trustee ,either at the inception of the'trust or as an addition thereto shall be treated as inc'ome and not ~s principaL Upon the death of any beneficiary of Income i any 'un~istributedIncome then held by the Trustee lor such beneficia~y shall be paid to the person.or persons for whose benefit the principal producing such Income Iiscontinuedintrustortowhomitisdistributedunder~he terms hereof.Corpo-,......."" rate distributions received by the Trustee in the shares of the distributing cO,t'po- .', ration,regardless of the numbcr and however described or designated by the distributing corporation,shall bc deemed principal., (D)In the administration 'o!th~'trusts herein crea.ted,the Trustc'9 I f'• " •f•.•. I ," .' ,', ,;.-,..I • ." ,. •",1"..0:"'t \..,., i ~.I ... .- shall have,in addition to and not in limitation of any authority given to it by law and without the necessity of obtaining the consent of any'court,the following o.powers:to accept in distribution of my estate and to retain investments and property which are a part of my estate;to invest and reinvest the principal of the ' Trust Estate in any ·kind of property,real or personal,or part interest therein, without being restricted to investments which are legal for trust funds;to give options for sales,leases and exchanges;to borrow money;to sell,pledge, ,i ~" (..'... exchange or mortgage any real or personal property;to compromise claims;to lease real or personal property,for terms exceeding five (5)years;to join in or oppos the merger,consolidation,reorganization or rea~justment of the financial structure of any firm or corporation in which the Trust Estate may have an interest;to carry securities in the name of a nomine~;and to distribute the Trust Estate either in cash or in kind.." (E)The Trustee may resign at any time by petitloning a court o~ competent jurisdict~onto designate and appoint a successor corporate Trustee_ In case of the merger or consolidation of,the Trustee,the re sultant company shall become successor Trustee hereunder .without notice to any party. (F)The Trustee shall be entitled to receive annually compensation for its services hereunder in accordance with it's schedule of cOfllpensation cur- rently in effect when the services are performed,but not in excess of such compensation as would be approved by a'court of competent jurisdiction. ,. FOURTH:I appoint MELLON NATIONAL BANK AND TRUST COM,- PANY and GUY ROGERS as Executors of this my Will,giving and granting to my ,. Executors the same broad powers of retention,sale,conversion,investment and management of my estate,real and personal,as are granted to my Trustee under this Will,and in addition the right to distribute .my securities or other property in kind to my 'Trustee.",:,. I Co • .., -r ...~t."..., -..,.I, -3- ......,,'I",, '. .',1 .' • t ,' .... ,. "I ."I :I :...\t' I t '0 '. ,j .,.. .I , • ,',",I it,, I; ,.' I' ..,.~ " " FIFTH:I direct that all eB~ate,inheritance ardother taxes in the nature thereof,together with any interest and penalties the'reon,becoming pay- a,bIe because of my death with respect to the property consfttuting my gross estate for death tax pU,rposes,whether or not such property passes under this Will,shall be paid from the principal of my residuary estate passing under A::ticle THIRD hereof;and no legatee or devisee or any person having a bene- ficial interest in any such propert'y,whether under ,this Will or any Codicil there- . to or otherwise,,shall at any time be required to refund any part of such taxes. "' ,In the abso~ute discretion of my Executors such taxes may be paid immediately, or the payment of taxes on future or remaind'er 'interests may be postponed until ,' I ' 'the time possession thereof accrues,to the beneficiaries.,in which event such taxes shall be paid'by.the Trustee out of the principal of the,trust subject the'reto~ ~. 1 have he reunto set my hand and seal this,IN ,WITNESS WHEREOF, ,u.~'day of _---=....::tPetl~,,"____1965.' • ,,, (~EAL) Signed,sealed,published and declared by MARY F",HURLBUT,the Te statrix above 'named,as and for her Will in the pr~sence of us,who,at'her request,in her presence and in the presence of ,each other,have hereunto sub- '\sc,ribed our names as witnesses hereto • . "j.' , I i .I ' I '.',' ,. "". I, ,-', t I _~;.' ,'. ,'' '. ,, ~~!Wdt..v(J,a Address:?'~-~t9~ ." I :1.1.,,. 'I;~ ...: --"..---,,t-....:11"1"-1 ,I~I,Mary F.Hurlbut of Washington,Pennsylvania,make this :~odicil'to my will dated October 28,1965. H Ii I revoke that provision of my will designated Third (A) ,(5)and substitute therefor the following provision:In the event ,that William Rogers fails to survive all the income beneficiaries named in the preceding subparagraphs of this article of my wi-II, I direct that the share of the principal of the trust estate which would otherwise be distributable to him shall be distributed to the natural issue of the said William'Rogers,per stirpes,and I 'appoint Mellon National Bank and Trust guardian of the estates of such of them as may be minors.I authorize such guardian in its sole discretion and without order of court,to retain any property 'thus passing to a minor in kind or to sell the same,giving good 'title to any real estate,to invest and reinvest in stocks,bonds, :or other investments without being limited to investments which are legal for a minor's funds,and to use both income and principal 'for the minor's welfare,comfort,recreation,support and education, including preparatory,college and postgraduate or professional' .training.If all the forgoing persons fail to survive the income ;beneficiaries named above,then I direct that the re~aining ,principal shall be distributed to the Pennsylvania Association of !the Blind. , "In all other respects I ratify my will dated October 28, I, III, 1'1965. II Pr '1 ':.,', "I'I'I';1 !I ilII II I- Witness my ,,1#'hand thlS ,/If,dljy of January 1967. .!'/1"'I I r ' , /).1'/'J:},_l 'j ,)'(,,' "'I J~}/f-~7~-:"..f i '/'",.-,../,', ...,i "j'.if·~_,"_'-.-',-_---_,-'!'----'-!~/_'_/:,',,-'--:'_'_------(SEAL) r--./','1 ('-",'I'- .(_.-.,.~',..~- ~,Signed and sealed by mark,published and declared by Mary F.Hurlbut the testatrix above named,as and for a codicil ,to her will in the presence of us,who,at her request,in her presence and in the presence of each other,have hereunto sub- scribed our names as witnesses hereto. j 11" II I'.'I':1.'1 " ,I .'( ,.( I, /..:.,.'"\ \ l~,.....~-,."?-t~...',,-~~...'~..."~....~~~...."."~.,-,.. .\ ,..-..... "1..r,.-,~. ~."':' ", t,'""......,.....":. ....,- COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) ".'. Before me,the undersigned authority,personally appear- ed WILLIAM L.ROGERS,who,being duly sworn according to law. deposes and says that the facts contained in the foregoing Petition are correct and true. JiI!I~-m~i'::::-'a=-m-'-'~-=--'71r.:..------- SWORN to and subscribed before me this /~sf=. day of December,1968. ~". ;. 1!. L.~0oJ: ;\)r:u Z IZ 1'\"IJ-<• ,~~.(I.,,~-r r»I'll:e -< In the Orphans'Court of Washington County,Penna, No,I B q S-of 1968 IN RE: ESTATE OF MARY F.HURLBUT, DECEASED, PET I T ION ... ATTORNEY AT LA'rfi'--.-1 417 WASHINGTON TRUST B I D~G WASHINGT<?~..PENNSYL:ANI'A 'Vd "00 NOl~NIHSV/ri 'SlllM JO HJl.SI~3H oNItl V¥J -/1 3SSnH L-- ...- .I"~ JOHrQ IF,<vU-rtv £H~~69 I .:11 f!,KEYSTONE ENV.CO..PHILA.PA.111114 ---~------''L 3Ju t~r OOrp~anli'(tlnurt nf lIas~ingtnn <nnunty I ESTATE OF ...M;~!.y'.;f...:..~~~.1Q.~.t). .Deceased. No}.?.~.~....Of 19....Q~....,~ In the matter of the.:.X.~.~.~~..~E.~.~.~~§-.L . Account of Q~.Y..~9.g:~!:,.~.!. ,Executor........................................................_--_-..--_-. ADJUDICATION AND DECREE \ And now l~PJ~~~X.y _:<,7.,19..6.~..,this matter came on for heming, audit and distribution at this session and testimony taken;and thereupon,upon due consideration· thereof the balance for distribution in the hands of the Account':Jnt is determined to be $.7.8.,.018_.03 and the account is acco rd ing Iy confirmed;and it is ordered, adjudged and,decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. \ 'Balance per account :...........................................................................$.9L~240 57 I Additional debit asked at audit 480.00 .$91,720.57 "Additional credit asked at audit 13702.54 Balance.......................................................................................................$.7.§.t9J.~:..Q~ Deduct Clerk's Costs &Receipts . Attorney ~Qhr!..f..!..W.~l(j?y.:. ,'Russell Marino,Agent,transfer inheritance tax,$34.59 Interest from 1·-22-69 to 3-10-69 .27 Peryl Eo Ewart,niece.,share balance accrued income, Guy A.Rogers,nephew,share balance accrued income, ,William L.-Rogers,Trustee,(per petition filed with .joinder of Life Tenants and Remai.ndermen)for 'Peryl E. Ewart,C Q T in 1/2 residue and for Guy A ..Rogers, . C Q T in 1/2 reSidue,reSidue,including cash,1600 shares common 'stock of G.C.Murphy Co.at $36200.00; .800 shares Consolidated Edison Co.at $26500.00;700 shares New England Gas &Electric Assn..stock at $14525.00;held in kind and distributed as such at the value as shown, 85.00 77525.65 No balance .<>~>.',''. \, 0.....0 ~ m (.l :J Z III n .....0 .....9 t:t 0 c ::r ' .....(l) ~. (l) :J = .....3 0 0 t:t ..........0 ....::+ t"\ (l) ~ ... ..... 0 0 .... .......... Q .....::r _. := (l),.--,- ,..~:=t:t :-0 S~t"\to1~ ;> ~.".;> J '.'. ..... ..J, J J J • J ,..~' i/.;·-~~""i.N·;~',.,.:,;..~~"f.'~;';,,~;''id.:''';~f4y.;t,.M-h<.9;";::';",,.;l1z.~~~,..~;;;~",~><.'~l :;:",;+.~!;~-u:.,,~~.,<;.~,:~~.,".".""..;~.,'".,.:..,~,.",::.~... .Aftf:uuit"·®f 1£xrrutnr·®r A~miuigtrntnr '. ~tatr of 'rnns lnanta.t fiB: C!lounty of man I ington \".. Personally before me,the undersigned authority,a..B.~.gl~.t.~r.Q.f.Jfil.l.~in and for said County and State,appeared ~.~y.~gg.~.;r.§who,being duly sworn according to law,deposes and 'says that he is the executor or administrator of the estate of.Ii!......................~.~.l ~..~?.~~I~.~.t deceased,that the foregoing schedules constitute a I t··t T d'. t f th I d al . t t f Mar v F.HurlbutcompeelOvenor)an appraIsemen 0 e rea an person .es a e 0 tl , deceased,except real ~state outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined arid stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above ~amed Executor Administrator. Sworn and subscribed before me this..}?_l . .dar;'1)~~.nJJ.~.r.y...c:~~~..,:'2:/·..E·~~~~t~~:;:t·~;·_·..~~~. .ADDITIONAL iNSTRUCTIONS 1.An inventory must be filed within three months after appoiQtment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets., 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 C:>pies and 2 RCRI-33, Over $10,000,including Copy of 'Will;1 Original and 3 ,Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL 'COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 •J lInurntory attr..Appraiapmpttt of the goods and chattels,rights and credits which were of ~.~r..y.r!!i~r.J9.~.~late of .9.J·.t1.Q..f.W!!.~.h.+...ng.t.Q;Q . Washington County,Pa.,taken and made in conformity with the'abcrue affidavit. DOLLARS Bank Account -Mellon National Bank and Trust Co. 2000 Shares Comraon Stock-G.C.Murphy Company @ 22 5/S I II$'~2,642. Ir5 ,250. 1050 Shares Common Stock-New England Gas &E1ectri6 Ass~. @ 20.75·1,787. CENTS ~11 I 00 t 50 800 Shares Common Stock-Canosolodated Edison Co.of N.• @ 33.125:26,500.0 ~05.77 .14 I .~-.". I.1~i ·11 j I J 1I 1 "J ......' Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA -~ DEPARTMENT OF REVENUE ~ BUREAU OF COUNTY COLLECTIONS COUNTY OF W..a.s..h.i.n.g.t..o.n... IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the' Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.Inl)eritance..an!i .E.state .T~J\ct of 1~!J1.) IN THE MATTER OF THE'ESTATE OF }AFFIDAVIT OF ......M.a..r.y ..E..~H..U..~.~~~~Uf]i'..;;;;:;~..~i 'd~~~~t')''''''''''''''''''''''EXECUTOR Late of G.i...ty.......9...f.......~..~..S.~,..Wash.County Mi~~U~ State of P...e..n.n..s.y..l.v..a..n.ta } ,.ss: County of 14 ~.~..~1..Jl..9..t9...~. Guy Roge rs , ~l'-¥tXrX·····..···..···~·r·..th·~·..·~~·~~·~~·..·~f the abo~~·:·~~~~d ·..d~~~d~~·~..·b~i~~·d~;..~;~;~·;..d~;~~~··5..··_·~·~d·..~;·S·..·..···..Eucutor Decedent died .Q.~..t9..P...~T ?.~~.. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .........ii;;;.;;,19·(~Z~)·,{~~;~;Ving a last wi:d,copy of which is hereto attached,} John....F......WiJ.e y..,.E sq.,41I W..as...b .T.r.u..~.:t...~J.Q.g ..~L .. ~Jash.,Pa.15301. That as such ..J..~.~..~..~.~.9...r..L deponent is familiar with the affair~of said estate and the property con- (Ex"cntor·Admini.lralor) Rtituting 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Co. THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO_DEC~DENT That the contents of said safe deposi t box or boxes are i ternized under Schedules of this return,with the exception of the following,for the reasons hereinaf~er set forth: That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It als)sets forth the mortgage encwnbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal p r::>perty 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 insti tutions,'whether individually,or in trust for any other person or persons giving also separately the accrued inte~est 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 i~all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debteiiness o'f the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,o~political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of Whatsoever kind or nature,left by decedant,together with the fairly estimated Ilarket value thereof;all bonds and mortgages held by decedent a.r..d of all claims due and owing decedent ~t the time of death,and all promissory notes or other instrwnents in writing for the payment of money Qf which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereo~and if such estim~ted fair market value be :ess 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 payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and flCCl'iJed iI1U!t'l!st thl!fll!tll1 ttl th@ dllt@ or dece- dent's death and other investment securities owned by the deoedent at the timt or death,with the market value thereof at such time. r "I .• -,.. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) ·together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession 'or'enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom t~ansferred,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 the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or.jointly,by the wH.I,deed,or other instrument of another, with a copy of the instrument creating such power ~ttached t?the s~hedule. 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 t~eir 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,inclucUng intangible,standing in the name of the decedent and others,plus the date and place of record of instrtooents effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationshIp,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious .services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of ~.death;taxes accrued chargeable for period prior to decedent's death.(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,- 'have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . :::~-:;;~:~-.~"" (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 £orporations 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. Rct34 (1-641' COMMqtolWEAL TH OF PENNSYLVANIA ·\:lEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS iRANSFER INHERITANCE TAX ~ESIDENT DECEpENT ",'. SCHEDULE "A" REAL PROPERTY *'!'" .,, Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule lIE".Property held by the .de.cedent as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!'lwealth of Pennsylvania should bl;l (1)(2)(3)Idescribedbylotandblocknumber,str;et and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rances upon eac~parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.To)(es,assessments,accrued Interest on mortgages,etc.,ere DEATH In this space)to be listed on Schedule IIFlO and must not be deducted from this schedule. None .. , ,. Insert this total opposite "real property",Schedule "A"in the X X X X X liAs Reported"column on the last page of this return. RCC-35 t • ,.", ~O¥MONWEAL~H OF PENNSYLVANIA .,...TRANSFER INHERITANCE TAX RESIDENT D~CEDENT (.'.,. SCHEDULE "n" PERSONAL PROPERTY INSTRUCTION~:This Schedule must disclose all tangible and intangible personal property owned individually by the dececent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.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. T~ngible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capaci~y,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARHEl'VALUE DEPARTMENT VALUATION (Do no t wr'ite in this space) 1. 2. 3. 4. Bank Account -Mellon National Bank & Trust Company. 2000 Shares Common Stock -G.C.Murphy S;16:'Company,@z:a.Be-11..j',=.',·'1rvo tJ ~6 or , 1050 Shares Common Stock -New England Gas &E1e c.Ass 0 c.,@20.75 J:ttlfii~~3tlf,tJ V 800 Shares Common Stock -Consolidated Edi s on Co.of N.Y.,@33.125 JJ ¢j'i~);;t?'lL )5 t . II •t~••• 21 ,7..8-7 •50 ....,.--,-."'''' ~?~oo,c0' Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column un the last page of this return. ..,..~'. RCC':37 .(12:.6 3~., C'OI\t.l\t{)NWEALTH OF PENNSYYLANIA 'I1(ANSFER INHERITANCE TAX RESIDENT DECEDENT ..f • SCHEDULE "D" ., " BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE INTEREST OFStatefullnames~nd addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Guy Ro ge rs 44 Penn Street . Washington,Penna.15301 ,nephew -'.yes sui juri s 1/2 Peryl E.E'",art niece yes sui juri s 1 I? 55 West Katherine Avenue Washington,Penna.15301 Howard C.Ewart 55 West Katherine Avenue Washinqton,Pen Ii·a:15301 continaent lAlilli;:\m Rnnprc::grandneRhew continaent Richard GUY Rogers Ilreat grandnenher"contingent Robert Leroy !oilers ueat uandnephe ~continllent I Johathan L1nn ,Rogers great.grandnepbe ~contingent Mary Eliza.beth !oa:ers Rreat grandniece contin2ent ( h .'"... NAME DATE OF DEATH RESIDENCE Deponent ~Jrther says that all the above-named beneficiaries are liVing at this time except below: ~IATTER OF THE APPRAiSEMENT {p9 Will Administration c:?-' t No . Dl THE OF THE ESTATE OF Year ;~ .' --t .: (Executor-Administrator must complete "As t- Reported"column #1.). -.- a >-l '"d ::0........(l)(l)..0 ~....e>..::l '"'"0'"'"......::l "'0>-l (l)e:..........0~'":><'"tl '0 II .- ~(l)cr ........ ~0 -<'0 ~(l)........'"'<....~....(l) Mary F.Hurl but Deceased Late of ~.i.t.y..~f Washington... Coun~~Washington... CommoO\\'e,llth of Pennsylvania REPORT AND APPRAISAL C/)c~~:>~---..---..>-<:W en C/)n n?":r :r q ~;.:: .\ -' ...,.-_... (.'Ll t I -00 -00 oW -00 """-G/')~:...---..\I -• ~"'-..:":~~::.='\.:ti I I " •~~.~.~.~~\-~.~~II '~:~:.:~.J t I~.:~:8..II I~::~:"':."". ...~'~:>-(X '" I .;,,V)I ::0---....(l) :0,I \0 '"::l .::: I .'I ~~(l)::::...- -00-(';9-00-(';9-00-00 , !r-":;'--:-~~l ! C' f..---=-'""O'-'.-"- ...... -.J l:l. ~ c f-- AND AGENT OF THE COMMONW~ALTH ESTATE OF Mao'F.Hurlbut ~ATE OF Washington,Washington DEDUCTIONS ALLOWED IN j THE SUM OF $13...//2.(...1( 1-ICo -ro()..........~l '" "'..~, STATEMENT OF DEBTS AND DEDUCTIONS. COUNTY OFFICE OJ"THE REGISTER CF WILLS .......~. Form RCC·10 OF Washington. DATE OF FILING APPRAISEMENT Feb.16th.,1968 DAn OF DEATH October 22D.4.,1967 DATE NO.OF NAMa OF PAYEE REMARKS AMOUNTVOUCH"," Josephine M.Douglas,Register,I Irobate Will &Codicil and grant 0 ./'lett~rs &1 Short certificate 21 50 Stewart Barnhill Funeral bill 1865 15 .TI\~n 1l'.W..,AV At.t'01'nAV'A fAA L.MQ 00 Guv lI.osz:ers Executor's commission '.5391 29 Observer PUblishing Co.advertising grant of letters 12 50 ,Washin.rt.on County reports legal advertisinsz:12 50 Dr.Berman Professional services ~2 00 Courtland Monument Co.clitting letters on stone 20 00 Washin2ton Comtv nersonal nrone'~v tax 888 65 DusseU Marino.County.Treasure'r.nersonal nronertv tax.interest to date of death 206 32 tl1 ..~'tP..Prowitt NursinQ'service 75 00 Ann Tucker Nursing service 100 00 Telephone Co.Telephone call 1 50 Travel expenses to Homer,New YOJ k for funeral service 175 00 Account 18 00 Inventorv 3 00 Notarv Fee 7 00 Audit Costs 85 00 • Total $~3,ll3.41 COMt.lONWEALTH OF PENNSYLVANIA } -...!.!..:W~....~_SS:COUNTY OF _~s ,...on I,-------1GDi1V'~.....RolW,IJgtlieUir.;,!;s'-----~_~HEREBY CERTIFY,THAT.TO THE BEer OF MY KNOoNL.EDGE AND BEL.IEF,THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS,FUNERAL.EXPENSES AND EXPENSES OF ADMINISTRATION ·SUBMITTED TO THE EST",TE OF -AMar.y__LJ-.....F.....t-.lHl)ur_i""b!.!!!utl!l'~_--:::-r-__~_.--::........D.ECEASED,AS DEDUCTION,lii FOR INHERITANCE TAX PURPOSES. 25th '(L..S.) SWOIIN AND SUBSCRIBED BEFORE ME THIS ••DAY 01'EKe cutorF'ebr~,-~ Register of Wills .. RCCoB I (2-84) " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN VOU"R.,1L.V IIL1AI. 11.'.11 TO 637-4-5 ,J. NOTICE OF FILING OF APPRAISEMENT GUM ROGERS (Executo~' In Re:Estate of ----'MAR=~Y~F....:.~H.:::U~RL=·B~U:::.T~_ ___---:W:.:.:AS=H~I~NG::::..T~O::.:.N~County -File No.9477-84 Dear Mr.Rogers: You are hereby notified that the ~ar~j~~~·~DaaJ~-------------- appraisement in the estate of Mary F.Hurlbllt has been filed in the office of the Register of Wills qf Washington County on February 16 ,19~.Said appraisement reflects the following valuations: Re al Estate _ Personal Property ~)~Q~6~12~7~9~.6~)~ Transfer s _ Total 10~6....,~2"-17......9:.&•..l::6.1_ As to such tax.that is paid within three months from date of death,a five (5%)pe~cent discount is allowable.As to any tax Jhat remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date FehrllCl.q 16,1968 DATE Ol"DEATH:October 2~,1967 Note:This is not a bill. RCC-39 IEl-6~) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INIHERITANCE TAX RESIDENT DECEDENT HURLBUT,MARY F. FILE #9477-84 October '23,1967 SUMMARY rmpOH'l'OF HiHERITA!'iCE TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully r~port 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","H","C"and "E". .~.~.e?¥£ TAX ApPRAISER10-23-67 02-16-68 the real and personal opposite each item in Dated: FILE #9477-84 I,~he undersigned #6].Washington REPORT OF THE REGISTER OF WILLS i I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectfuHy report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F";which greater or lesser amount representS' the sum allowed as a deduction. Dated: REGISTER OF WILLS VALUE AS REPo~rED VALUE AS APPRAISED VALUE AS REAPPRAISED 5>$._*_ l05,929,~___l06.272.6l___ INVENTORY Real Property (Schedule A) Persona~Property (Schedule B) Transfe~s (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Dejts and Deductions (S:::HEDULE F) CLEA..l{VALUE OF ESTATE lID5,929.6l_ ======.- l06,279.6l_ =====:=======::::::::= Valuation of life estates or annuities ...•.•..*----- i.ESTATE TAX ASSESS~mNTS $------ (,:,)As eviolenced by Charitable Exemption Certificates issued by the Secretary of Rev~nue. COMPUTATION OF TAX $------d>~)------ FOR USE OF REGISTER ONLY T ax on $________5%$~_ Tax on $.__10%*_ Tax on t 2~$ Tax on $:q;r $------ Exemptions~======:=,:,) Total Estate __ TOTAL TAX $_ Less tax previously paid *=====.-BALANCE $------Less 5%of tax .if paid within 3 months after death $======1= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 8%from to AMOUNT OF ESTATE TAX ASSESSED E s tate tax paid BALANCE DUE Add interest at rate of 6%from to TOTAL TAX BALANCE PAID Sl;,_ $------ $-------- $------- $-------$ FOR USE QF REGISTER QNLY ADJUST~ffiNTS NOTE:Where subsequent adjustments are made to the above cO!llputation of tax by the Register of Wills,for proper reason,same should be 'oted below,with short explanation. , [: •.~r t"i l Will { Administration ~No.:.Year . i " ',.,I~THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF MAR~X~..IItJ.mJ,3V'.t . Deceased Late of 'WAS.HHmTON..... County of .WASHIN~N -.1_~ .;. Commonwealth of Pennsylvania REPORT AND APPRAISAL t, {~J .... , •DEPARTMENT 'OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17121 ,L COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ...•...,.c<"., DATE :f.~];>:r.Y.,@,.r.Y.J.,.9..t ~..4:.9.9..$.. COUNTY w.:~~b.:!J.!~.9..n . FILE NO 9.47.7=.~_. Whereas,~.r.y F..,Hurl:b.ut late of Washingt.on . in the County of W~.~h.~pgt.9.n Commonwealth of Pennsylvania,having died on the ?.It..r..Q day of Qc..tQb.e.r 19 67 ,seized and possessed of an estate subject to Inh~ritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~R.~Chane.y ,an appraiser duly appointed according to law, haYing been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate Is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. I Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: NONE NONE PERSONALTY: As per Schedule liB"106-27 61 -- TaANSFERS : ..NONE NuNE IJr.HELD: NONE NONE'.. "". -, Total '.'106 2?Q 61 . ., ,. , \form~~:':fhbl:~::%~wl>l"rl~:?~la::~:;:re~~~y ~~~;~~a:o~e,;;;,:entis ~~~e1~C~p\ ~"'..... ... .......................\fA..$HJ;NG';L'QN ::.~,..County. RESIDENT .INHERITANCE TAX APPRAISEMENT Estate of ........................MARY .F.•....HURLBUT :o•••••••••••••••••• Deceased. Late of ....................................WASHINGT0N :. Date of Death,Q~t.Q9.~.:r.~3.,.l.9.67 .. Appraisemel!t Docket Vol.,37 ···········..····· Page,64~j.No.······9477--84·················· ...............................................:,. Filed in Register's Office,Fe.b.•....l.6,19 6.8 Amount of tax due,$. DEPARTMENT OF REVENUE /~f<,' L:'i~FlYilLl..vp ~fi9 N~R 3 PM 2 19 RUSSELL MARINO REGISrEl\Of WILLS WASHIrJGTON CO.,PA, .. "J:. , t• i.t Received, Examined and Approved,:.. Wrote abo.ut Appra.isement,, Appeal f,.om Appraisement,. Entered and charged,. :i=.... # .... ~ " R CC"49 (9-64) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION I l Bureau Fi Ie No.__..=....c::::..1.o'"--+-=- ,~, ,-' PENNSYLVANIA ESTATE TAX DETERMINATION Date_----!5l~-P--1-__19iJf J ~- 4.Penna.Inheritance tax due and/or paid 5.Normal Inheritance taxes paid to other States ..Taxable es'a'e per U S.Estate Tax~turn,Farm #706 $tll/;7/if7 2.Taxable estate per final change in Federal'Return dated ,$_ 3.Amount of credit for Sta'e death taxes.,(.1.' As shown on return form or final change notice ($~) As ·verified by computation 6.Total Inheritance tax credits ( 4 +5) '7.Total liability for Penna.Estate Tax (3 -6) ,8.Less:Prewious payments on a/c of Penna.Estate Tax D::Jte of payment Amount of Tax paid Amount of Interest paid $------$------- 9.Balance of Penna.Estate Tax due (7 -8) ____to,@6%perannum 'nterest due as of_'_ (Title)(Name) Reviewed and approved by...._ (Date) J Date-_~O-..f-"--1914-- PENNSYLVANIA ESTATE TAX DETERMINATION· ·.-,•• RC C-49 (9-641 COMMONWEALTH OF PENNSYLVM~IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Estate of:--t-~~~--I-ltL-#:-L~~~L...4L---- 1.Taxable estate per U.S.Estate Tax Return,Form #706 t I 2.Taxable estate per final change i~Federal Return dated_---1f~,l-'lj'-~~L~lk""-~=--- 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 and/or paid $----- 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) .7.Total liability for Penna.Estate Tax (3 -6) 8.Less:Previous payments on a/c of Penna.Estate Tax Date of payment Amount of Tax oaid,Amount of Interest paid $------$------- 9.Balance of Penna.Estate Tax due (7 -8) .@6%per annum 11.Bal Prepared by -tJ~~---J~~~~~~~----- $================ Reviewed and approved by (Name)(Title)(Date) -,. RCC-49 (8-71) COMMONWEALTH qF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ~NHERITANCETAX DIVISION HARRISBURG,17127 -I"'-;. PENNSYLVANIA ESTATE TAX DETERMINATION :3 Rd .~Fll"loL Estate of:~a.(t"l F.J.J u.R l bL.t'r Date of Death .I 0 h1 Jc7 County Wf/;H l:'i((J~Tn 31~bL/,·£-' Bureau File No.9411 .8 if 1.Taxable estate per U.S.Estate Tax Return,FORTI #706 2.Taxable estate per final change in Federal Return dated 3.Amount of credit for State death taxes. $3'-1.7/~.47 $716 Chat,f~ As shown on return form or final change notice ($Motu c- As verified by computation !JOiVe- 4.Penna.Inheritance Tax due and/or paid . 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) $I y,(j34,;10 .N~IU~ 8.Less:Previous payments on a/c of Penna.Estate Tax Date of payment Amount of Tax paid $,-------'- Amount of Interest paid $------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of _ NON e.. $AJoAJe,.===:::'::::::::=== Prepared by Reviewed and approved by ----------_ (NAME)(TITLE)(DATE) I.','•.,00\"---:--1-.01'"_..'~. ...., Address any reply to: .j P:0:Box 2488,Pittsburgh,Pa.15230 j @@ lJ[[@@~QD[?~@)@[p@~llifi)@OUe @)5@~[?u@~@5(?@@~@(? Intern~a Revenue Serv6ce .Date:APR 14 1969 I,n reply refer to: t>.Guy A.Rogers,Exec.~ 639 East Beau ~t., Washington,Pa.15301 Estate 0(:Hary F.Hurlbut Dote of Death:October 22,1967 ..' ESTATE TAX CLOSING LETTER The Federal estate t(JX liability for'the estate·named above is as follows:. Gross estate tax .•.....'r•••••••••••••••••••••••••••••$3',848 0 25 Less credits allowed:-;? State death taxes '..$-0- Tax on prior trans!eis.....$-0-· .~ Federal Gift Tax $-0.. Foreign death taxes....~..$-0.. LESS TOTAL CREDITS :$----:-=..lOoL.:!.-~_ NET ESTATE TAX $3,848.25 If proof of settlement of the Federal est:Ite tax liability is required by a third party,this closing letter,together wit~:::ancelied check(s)or receipt(s)showing payment of the net estate tax shown .above,and interest and penalties (if any).may be exhibited to such third party as evidence ',hat the Federal estate tGX liability has been dis61'.uged ror the above narr.ed estate. "y'.vdcery;,"lYYO",S..( .~L..I ./1 O..I~'?1..··ff/1\..i:-'!h-V V f i' ..District D"eclor () THIS IS AN IMPORTANT DOCUMENT FORM L·154 (REV.8-66) t· t Il lo>'--...'1_ ____liiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii:==='=-::::::.~.:::..~,-.--.,........,..........w ..........""',.,,.,•.•.:.,....,.....'-.._......""':!:~:::'::::::::::::::::=::::=::.._===========::::....:...........:...'.......;.:.:,..1U·f'"~'",_T,_~-""_'".'?~-.......'...,,'-•A