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Home My WebLink AboutOC1969-0346 - ESTATE OF BECKNER,......'-'. "?I4.. .' i , I,B.R.BECKNER,of the City of Washington,Wash- ington County,Pennsylvania,do make,publish and'declare this my last Will and Testament,hereby revoking any and all former Wills ~ade by .'. me at any time heretofore and intending hereby to dispose of the entire e~tate of which I may die seized. 10 I direct that all my debts and .fWleral expenses be paid by my executor hereinafter named,as soon as may be convenient after .'my death. 2.I direct that all succession and inheritance taxes on any property passing under this Will or otherwise than under this Will shall be paid by my Executor hereinafter named out of the residue of my estate. 3.I give,devise and bequeah to lUy mother,Arienna Elizabeth.Beckner,for and during the term of her natural life,.all of my property situated in Oakview,Western Portll Allegheny County,Maryland, and after my mother's death,.such property shall go to.my sister,Frances .Beckner and my brother,Clifton Beckner,in equal shares,absolutely. 4.Provided and on condition that she be living thirty days after my death,I give,at that time,all the rest,residue and remainder of my estate to my wife,Helen S.Becknerll and I direct that no part of my estate shall vest in her nor shall she have any right thereto,unless she be living 'at the said time,to-wit:thirty days after my death. 5.Should my wife,Helen S.Beckner,not be living thirty days after my death,than and in that event I give,devise and bequeath all the rest,resid\~eand remainder of my estate equally to my following brothers and., sister: Lyman Beckner,Piedmon't,West Virginia, Clifton Beckner,Western Port,Maryland Marshall Beckner,Washington,Pennsylvania Byard Beckner,DctroUll }'·1ichigan Frances Beckner,Western Port,Maryland ..,'. .I I'! IiI ... ".-"./..'.'.~..-_~-.. ,'. / ./'I ..._....-.. ", I.h~reby constitute and ap'point my wife,~Ielen S.:B~ckner, and Mellon Natio,nal Bank and Trust Company,E~e.Gutors of this my last Will tl·· and Testament,and hereby give to my said Executors full power'and authority .to sell any or all real estate of which I may be seized at the time of my death .without asking leave of Court,and also the power to make,'execute and de- liver any Deed or Deeds for such real estateo IN TESTIMONY WHEREOF,I have hereunto set my .'hand and seal thi s .bif day of Q:,d/~-?/7 ,1956. .. ,, f).t?(J~~(SEAL) Signed,sealed,published and declared by the above named testator,as and for his last Will and Testament,in the presence of us who,at his request,'in his presence,and in the presence of each other have hereunto subscribed'our names as witnesses thereto. I G.j a~ (J e.. \ .,,' AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA) )SS: COUNTY OF WASHINGTON) Per sonally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of B.R.BECKNER,also known as BRENNER R.BECKNER,deceased, that the following schedules constitute a complete inventory and appraisement of the real and personal estate of B.R.BECKNER,also known as BRENNER R.BECKNER, deceased,except real estate outside the Commonwealth of Pennsylvania;that'the figures opposite each item of real and personal estate in the following schedules are dete:.-mined and stated by the under signed 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 named Executor. Sworn and subscribed before me this-.!.I..L./...<ld~/.a::::...-_ day of --'~~==~,1970 /Notary Public SARA M.VAN KIRK,Notary Public VJashingb'",'linZ'Jn County,Pa. My Cor,mj,s;on Expires October 14,1970 Arlle W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of B.R.BECKNER, also known as BRENNER R.BECKNER, DECEASED J INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of B.R.BECKNER,also known as BRENNER R.BECKNER,Deceased, late of P.O.Box 334,Washington,Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Mellon National Bank and Trust Company Washington Office Savings Account No.1330 Balance 2/21/69 $28,072.13 Treasurer of the United States Veterans Administration Lump Sum Death Benefit 250.00 J>/' $100,000.00 United States of America 3%Treasury Bond of 1995 Dated February 15,1955 Due February 15,1995 @71.125 Accrued interest from 2/15/69 to 2/21/69 $5,000.00 Greater Johnstown Water Authority (Pennsylvania) 3.90%Water Revenue Bond,Series A Dated January 1,1964 Due January 1,2004 @67.50 (~ption January 1,1969 Accrued interest from 1/1/69 to 2/21/69 $5,000.00 Kane Area School Building Authority (Pennsylvania) 3 3/4%School Building Revenue Bond Series of 1963 Dated April 1,1963 Due April 1,1984 @75.875 Option April 1,1968 Accrued interest from 10/1/68 to 2/21/69 $5,000.00 The Ligonier Valley School District Authority (Pennsylvania) 3.40%School Building Revenue Bond--Series A Dated October 1,1962 Due December 1,1982 @73.875 Option December 1,1967 Accrued interest from 12/1/68 to 2/21/69 $4,000.00 The Municipal Authority of the City of McKeesport (County of Allegheny,Pennsylvania) 4%Sewer Revenue Bond,Series A Dated April 1,1959 Due Apr.il 1,1999 @70.25 Option April 1,1967 Accrued interest from 10/1/68 to 2/21/69 $5,000.00 Peters Township School Authority (Pennsylvania) 3 3/4%School Building Revenue Bond Series of 1963 Dated March 1,1963 Due May 1,1994 @69.00 Option May 1,1968 Accrued interest from 11/1/69 to 2/21/69 $100.00 Greater Washington Ice Skating As sodation (Pennsylvania) 5%Twenty-Year Income Bond Dated September 30,1958 Due September 1,1978 (Dis solved by court order dated 8/18/58) - 2 - .. $71,125.00 49.73 3,375.00 27.08 3,793.75 72.92 3,693.75 37.78 2,810.00 62.22 3,450.00 57.29 1.00 180 Shares American Telephone and Telegraph Company (New York) Capital Stock ($16 2/3)@53.50 $9,630.00 794 Shares Oelanese Corporation of America (Delaware) Common Stock (No Par)@66.75 52,999.50 2 Shares The Central Investment Company,Inc. (Maryland) Capital Stock ($100.00) (Company's Charter forfeited 2/15/35 Letter dated 7/22/69 from R.D.Fisher) ---0 --- 100 Shares Chemcell (1963)Limited (Canada) Common Stock (No Par)@l1.16 1,116.00 100 Shares Columbia Cellulose Company,Limited (British Columbia) Common Stock (No Par)@ 5.754375 575.44 .1 00 Shares 200 Shares Duquesne Light Company (Pennsylvania) 4.10%Cumulative Preferred Stock ($50.00) Duquesne Light Company (Pennsylvania) Common Stock ($5.00) @33.875 @31.0625 3,387.50 6,212.50 364 Shares 15 Shares 85 Shares 100 Shares The First National Bank and Trust Company of Western Maryland (National Banking Laws) Common Capital Stock ($20.00)@45.00 The Fluor Corporation,Ltd. (California) $3.00 Cumulative Convertible Preferred Stock, Series B (No Par)@68.50 The Fluor Corporation.Ltd. (California) Common Stock ($O.62 1/2)@47.625 General Motors Corporation (Delaware) Common Stock ($12/3)@78.3125 Dividend of $0.85 per share payable 3/10/69 to stockholders of record 2/13/69 - 3 - 16,380.00 1,027.50 4,048.13 7,831.25 85.00 200 Phil<0s Avenue,Westernport All~gany County,Maryland THE COMMONWEALTH OF PENNSYLVANIA 30.00 3,992.00 3,656.50 $9,450.00 @17.75 None MEMORANDUM OF REAL ESTATE OUTSIDE REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA Total Personal Property Appraisement -4 - Wheeling-Pittsburgh Steel Corporation (Delaware) (Formerly Wheeling Steel Corporation) Common Stock ($10.00)@31.1875 Washington Steel Corporation (Pennsylvania) Common Stock ($1.00) Texas Gulf Sulphur Company (Texas) Capital Stock (No Par)@31.50 Dividend of $0.10 per share payable 3/15/69 to stockholders of record 2/17/69 . 128 Shares l06 Shares 300 Shares INVENTORY AND APPRAISEMENT' IN THE ESTATE OF B.R.BECKNER, also known as, BRENNER R.BECKNER, Deceased 1970,1""iled ~..-." ~c;:::._~:;f;I::u>f'1.:::l':I-"G.'"AC'c:;::::>0 f"<.....'"(.'"1>'::c.J~C;;(,/).f'm~-4 rr...__. <"3 rfl."...---.""'..."'!1.....~;;p i-....." S;CJ ."."-0 '*~-1"'1 :!:::I: C')<::;n <::I ~:~~ .:F~ "'U i"'""0 U"'J.r-U'><M-J Attorney:H.Gilmore Schmidt,Esquire \ Address:Schmidt &Allison Washington Trust Building Washington,Pennsylvania 15301 ..0:'-- ~V?; :!~IJC:lMC~ S'iii~l::I!.Q~.~.~;..,....;;r: II ~~' l;"-".I%: S"S~--~;~-~~c....'l'-v.;(~ -0~"i£1o"'"a; ""~-C'!) Q ;:j,.c;,0i;,~.~ :2P .~~~~F ~:L~~;.~.~ ....-1-C;)-.....~~~~§1. I:~i <::l Q;)<l:l .~ ;::::~ !V-~C"~,~'~ ;; ::0'~jk!J)h- .~ _.'<.::J..."~~~~~.~r-'~..~~ ~~.~~s:..!~:c¢ ~iiii~:~:R.? :~ "Z:l~~~. :ti' ""'l C;-..;, ~~ ~I""'.,-:.-.; 1.' I'-~>.";;.~~;;;,. ... --.lr......, c....:t.::J!! ~~;';'J :t".m :::0 (f)(;)C::r;~..."'"...(f) -(fi ("/""-",,",--i ,,'{"""J''''l~.::-_i 11 CA..1 f (-,~~:.',~.~'''....fud...~l )."i1 :.~":0 .._~x~\0'''~~~~'w WI{,:.'::'::•'..• •.i~~erfi,iii!lfj aoOfrwtr OrqellCttt1 to tlfe (JoinI·~r-~.- ""~:~n,(.,V-=CVM .~ll.l~ Oon,<#..","M Ail''';'!''c' B.R.BECKNER also known as BRENNER R.BECKNER,DECEASED ESTATE OF EXECUTOR FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY DKT;/S7-6Ojy-5,/(;, IN THE COURT,OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ....--. BALANCE DUE -$155,146.94 H.GILMORE SCHMIDT; SCHMIDT &ALLISON Attorneys-at-Law Washington Trust Building Washington,Pennsylvania 15301 ~ <.... ~'(:., 0\.~~\ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF B.R.BECKNER a lso known as BRENNER R.BECKNER,DECEASED No.63-69-346 FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR January 24,1972 SUMMARY SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 5 $267,142 .10 Amount transferred from Income-Personalty 12.000.00 $279,142 10 Disbursements Page 8 131 243 45 Balance $147,898 65 SCHEDULE "B" INCOME-PERSONALTY Receipts Page 10 $20,411 62 Disbursements Page 11 $1,163.33 Amount transferred to Principal- Personalty to pay administrative expenses 12.000.00 13 163 33 Balance 7 248 29 NET BALANCE $155,146 9~ Balance consists of the following: PRINCIPAL-PERSONALTY Stocks: American Telephone &Telegraph Company 180 shares Capital $9,585 54 Celanese Corporation 794 shares Common 52,999 50 Central Investment Company,Inc. 2 shares Capital 000 00 F 0 RWARD $62,585 04 MSM BROUGHT FORWARD Chemcell,Limited,Canada 100 shares Common Columbia Cellulose Company,Limited,British Columbia 100 shares Common Duquesne Light Company 100 shares 4.10%Cumulative Preferred Duquesne Light Company 200 shares Common The First National Bank &Trust Company of Western Maryland 364 shares Capital Fluor Corporation 15 shares $3.00 Cumulative Convertible Preferred Fluor Corporation 98 shares Common General Motors Corporation 100 shares Common Texas Gulf Sulphur Company 300 shares Capital Washington Steel Corporation 206 shares Common Wheeling-Pittsburgh Steel Corporation 128 shares Common Bonds: American Telephone &Telegraph Company Debenture without Warrants,8.75% $500.due 5/15/2000 Registered only 10 Warrants expires 5/15/75 Registered Greater Johnstown Water Authority,Pa., Series "A"3.90% $5,000.due 1/1/2004 Optional 1969 Greater Washington Ice Skating Association, Pa.,5%20 year Income Registered $100.due 9/1/78 Kane Area School Building Authority,Pa.,3.75" $5,000.due 4/1/84 Optional 1968 FORWARD -2- $62,585 04 1,116 00 575 44 3,387 50 6,212 50 16,380 00 1,027 50 4,026 64 7,831 25 9,450 00 3,656 50 3 992 00 $432 95 67 05 3,375 00 1 00 3 793 75 $7,669 75 $120,240 37 $120,240 37 BROllGHT FORWARD Ligonier Valley School Authority,Pa., Series "A",3.40% $5,000.due 12/1/82 Optional 1967 $7,669 75 3,693 75 $120,240 37 . McKeesport Municipal Authority,Pa.,Series. "A",4% $4,000.due 4/1/99 Optional 1964 Peters Township School Authority,Pa.,3.75% $5,000.due 5/1/94 Optional 1968 United States of America 3%Treasury $10,500.dated 2/15/55 due 2/15/95 Temporary Deposits: Deposited at Interest in Mellon Bank Cash INCOME-PERSONALTY Cash -3- 2,810 00 3,450 00 7 468 13 25,091 63 2,000 00 566 65 $147,898 65 7 248 29 $155,146 94 SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 27 Received 4.50 shares Fluor Corporation,Common Stock in payment of a 5%stock dividend on 90 shares declared 12/15/69,payable 3/6/70 to holders of record 1/23/70 Stock Dividends 4 Received 4.25 shares Fluor Corporation,Common Stock in payment of a 5%stock dividend on 85 shares declared 12/9/68,payable 5/16/69 to holders of record 4/11/69 1970 Mar. 1969 June 1970 J;m. 1971 Jan. 1970 May 11 20 7 Inventory filed Received 4.70 shares Fluor Corporation,Common Stock in payment of a 5%stock dividend on 94 shares declared 12/14/70,payable 3/5/71 to holders of record 1/18/71 Disposition of Rights Net proceeds sale of 5 American Telephone & Telegraph Company rights (Issued to holders of record 4/10/70)$2.27 To reduce carrying value of 180 shares American Telephone & Telegraph Company,Capital Stock from $9,630.00 to $9,627.73,the difference being proceeds sale of rights.2.27 $000 00 000 00 000 00 $000 00 $237,298 97 000 00 13 Received $500.American Telephone &Telegraph Company 8.75%Debentures due 3/15/2000 with warrants,Registered only at 100.in the exercise of l75-subscription rights to purchase $100. par debentures for each 35 shares of stock held of record 4/10/70 $500.00 Cash expended in purchase of debentures 500.00 of 180 American Telephone & rights (Issued to holders of $42.19 1971 July 16 Net proceeds sale Telegraph Company record 6/3/71) To reduce carrying value of 180 shares American Telephone & Telegraph Company,Capital Stock from $9,627.73 to $9,585.54,the difference being proceeds sale of rights. FORWARD -4- 42.19 000 00 000 00 000 00 $237,298 97 500.00 1970 Sept. 1969 Dec. 1970 July BROUGHT FORWARD Exchange of Assets 10 Received $500.American Telephone &Telegraph Company 8.75%Debenture due 5/15/2000 without Warrants,Registered only $432.95 together with: 10 American Telephone &Telegraph Company Warrants to purchase common stock,expires 5/15/75,Registered 67.05 $500.00 in exchange for: $500.American Telephone &Telegraph Company,8.75%Debenture due 5/15/2000 with Warrants,Registered only Conversion of Assets Without Gain or Loss 23 Withdrawal of $11,000.Deposited at Interest in Mellon Bank $11,000.00 Carrying value 11,000.00 1 Withdrawal of $1,000.Deposited at Interest in Mellon Bank $1,000.00 Carrying value 1,000.00 $000 00 000 00 $237,298 97 000 00 000 00 24 Accountant charges itself with gain on $89,500. United States of America,3%Treasury Bonds dated 2/15/55,due 2/15/95 at 100.,surrendered for redemption and payment to the Internal Revenue Service as credit on Federal Estate Tax $89,500.00 Carrying value 63,656.87 1969 Mar. 1970 June 1969 May July 25 14 8 Miscellaneous Helen S.Beckner:Deposited as as advancement to help pay for administrative expenses Purchase of Assets and Temporary Deposits $15,000.Deposited at Interest in Mellon Bank .75 fractional share Fluor Corporation,Common Stock at 38.45 Cash expended in purchase of asset and temporary deposit Amount transferr~d from Income-Personalty Account to pay administrative expenses -5- $4,000 00 25 843 13 $15,000 00 28 84 $15,028 84 15 028 84 29,843 13 000 00 $267,142 10 12 000 00 $279,142 10 1969 Mar. 1969 Mar. June July 1970 Jan. Feb. Apr. SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Family Exemption 27 Helen S.Beckner,widow Administrative Expenses 27 Observer Publishing Company:Legal advertising 27 Washington County Reports:Legal advertising 18 Mellon National Bank &Trust Company, Washington Office:Reimbursement for toll calls to Maryland 4/9/69,4/28/69 and toll call to Daniel M.Ross on 5/27/69 29 J.C.McCleery:Appraisal of residence property 22 Mellon National Bank &Trust Company, Washington Office:Reimbursement for phone call 12/9/69 to Dwight Stover,Oakland,Maryland 25 Lawrence H.Shafferman:Appraisal of unimproved lots located at corner of North Center and Smith Streets,Cumberland,Maryland 22 Register of Wills,Washington County,Pa.: Court costs,as follows: 3/27/69 Probate of Will and twelve short certificates $43.50 4/14/69 Thirteen short certificates 13.00 6/25/69 Certified copy of Will 5.50 One short certificate 1.00 8/21/69 One short certificate 1.00 3/12/70 Filing inventory 6.00 4/22/70 Certified copy of Will 5.50 $14 00 14 00 .7 34 35 00 1 65 35 00 75 50 $1,000 00 July 24 Payments re Maryland Administration of property situate 200 Philos Avenue,Westernport Allegany County,Maryland,as follows: 6/5/69 Herald Printing House:Photograph prints of property $6.00 Richard H.Whitworth: Appraisal fee 10.00 Franklin S.Johnson: Appraisal fee 10.00 8/13/69 R.A.Paynter,Inc.: Premium on liability Certificate #1002 Policy #ALB43204 Insurance Company of North America 3.00 FORWARD -6- $29.00 $182 49 $1,000 00 1970 BROUGHT FORWARD $29.00 $182 49 $1,000 00 00 25 70 389 71 12,500 3.00 357.71 $12.00 12.50 1.20 $8,500.00 4,000.00 Payment of attorneys'fee, full 1/6/70 W.Dwight Stover:Cash advanced for payment of various administration expenses $106.21 Cost of obtaining real estate appraise- ment 1.50 Legal services and compensation as Ancillary Admin- istrator 250.00 7/24/70 R.A.Paynter,Inc.: Earned premium on liability Certificate #30,Policy #ALB43294 Insurance Company of North America for period 12/17/69 to 5/12/70 Schmidt and Allison: as follows: 12/26/69 On account 1/24/72 Balance in Schmidt and Allison:Reimbursement for payment of the following: Death certificate Certified copy of Will Xerox copies of insurance policies 24 13 1972 Jan. 1971 Jan. 24 Mellon National Bank &Trust Company: Compensation as Executor,as follows: 12/24/69 On account 12/23/70 On account 1/24/72 Balance in full $4,000.00 5,000.00 2,970.00 11 970 00 25,067 90 Proceeds sale of .70 fractional share Fluor Corporation,Common Stock at 27.64 $19.35 Carrying value 28.76 9 41 1970 Mar. 1971 Mar. 11 9 Loss on Sale of Assets Proceeds sale of .50 fractional share Corporation,Common Stock at 34.25 Carrying value Fluor $17.13 21.57 $4 44 13 85 1969 Mar. Preferred Debts 27 Helen S.Beckner:Reimbursement for funeral expenses paid to George Funeral Home;Cumberland, Maryland 2 307 50 FORWARD $28,389 25 -7- 6 W.Dwight Stover:Cash advanced for payment of Maryland Inheritance Tax BROUGHT FORWARD Pennsylvania:Payment on accoun Inheritance Tax being 6%on $12,000.00 600.00 236 77 $28,389 25 102 617 43 $131,243 45 15 00 873 28 90 344 $11,400 $65.14 171.63 of America 2/15/95 at $89,500.00 704.63 139.52 in full of 706 filed, -8- Other Taxe's Commonwealth of of Pennsylvania $200,000.00 Less 5%discount Internal Revenue Service:Payment Federal Estate Tax per Return Form as follows: Surrender of $89,500.United States 3%Treasury Bonds dated 2/15/55 due 100. Accrued interest through 5/21/70 Cash Other Debts 10 Payment of the following: Net 1969 Township Real Estate Tax Net 1969 County and State Real Estate Taxes re property situate 200 Philos Avenue, Westernport Allegany County,Maryland 19 24 1969 July 1969 May 1970 Jan. June SCHEDULE "B" INCOME-PERSONALTY Receipts Diyidends American Telephone &Telegraph Company,Capital 180 shares -4/1/69 to 1/3/72 Celanese Corporation (formerly Celanese Corpora- tion of America)Common 794 shares -3/26/69 to 12/22/71 $1,377 00 4,764 00 Chemce11,Limited,Canada,Common 100 shares -3/31/69 to 6/30/70 Less Canadian Tax Duquesne Light Company,4.10%Cumulative Preferred 100 shares -4/1/69 to 1/1/72 Duquesne Light Company,Common 200 shares -4/1/69 to 1/1/72 $37.15 3.72 33 43 615 00 996 00 First National Bank &Trust Company of Western Maryland,Capital 364 shares -4/15/69 to 1/15/72 Fluor Corporation (formerly Fluor Corporation, Limited,California)$3.00 Cumulative Convertib1 Preferred 15 shares -4/15/69 to 1/14/72 General Motors Corporation,Common 100 shares -6/10/69 to 12/10/71 Texas Gulf Sulphur Company,Capital 300 shares -6/16/69 to 12/15/71 Washington Steel Corporation,Common 206 shares -5/16/69 to 11/19/71 Interest-Bonds American Telephone &Telegraph Company,8.75% $500.-5/15/70 to 11/15/71 Greater Johnstown Water Authority,Pa.,3.90% $5,000.-2/21/69 to 1/1/72 Kane Area School Building Authority,Pa.,3.75% $5,000.-2/21/69 to 10/1/71 FORWARD -9- 2,759 12 135 00 1,025 00 495 00 442 90 $65 64 557 92 489 58 $1,113 14 $12,642 45 $12,642 45 BROUGHT FORWARD Ligonier Valley School Authority,pa.,3.40% $5,000.-2/21/69 to 12/1/71 Municipal Authority of the City of McKeesport, Pa.,4% $4,000.-2/21/69 to 10/1/71 Peters Township School Authority,Pa.,3.75% $5,000.-2/21/69 to 11/1/71 $1,113 14 472 22 417 78 505 21 $12,642 45 United States of America,3%Treasury $100,000. 89,500. 10,500. -2/21/69 to 2/15/70 2/15/70 to 5/21/70 2/15/70 to 8/15/71 $2,950.27 704.63 472.50 4 127 40 6,635 75 Interest-Sayings Account Mellon National Bank &Trust Company, Washington Office,Savings Account No.1330 Interest paid 5/1/69 Interest-Temporary Deposits Deposited at Interest in Mellon Bank Interest received during the period 5/14/69 through 12/31/72 -10- 561 44 571 98 $20,411 62 1971 Feb. 1972 Jan. 3 24 24 SCHEDULE "B" INCOME-PERSONALTY Disbursements Administrative Expenses Internal Revenue Service:Income tax on income for year ending 12/31/70 Treasurer,Washington County,Pa.: County Personal Property Tax for the years 1970,1971 and 1972 Mellon National Bank and Trust Company: Compensation as Executor Amount transferred to Principal-Personalty Account to pay administrative expenses -11- $125 13 17 62 1 020 58 $1,163 33 12 000 00 $13,163 33 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF WASHINGTON ) ARLIE w.OTl,Trust Officer of the A.D.19~ MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly sworn according to law,deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary,that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily believes. Trus t Officer Sworn to and subscribed I , 'before me thi~9/~day(J.~Ofl ~t?;;1L4 R 4~ Notary Public DOLORES P.MEREDITH,Notary Public Washington,Washington County,Pa. My Commission Expires January 28.1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, W.26752 Sworn to and Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertis,ing Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:'. Personally appeared before IDle,a Notary Public in and for said County and State,Ri.ch.a.r.d S.•....c..ow.an ,who beirug duly s,worn according to law,deposes and says that he is the ~.e.c.r.e.t.ar-y _. of the Obs'erver PUblishing Company,a P!enns;ylvania corporation,and its agent in thIs behalf;that the said Company is;the owner and publisher of the Observer-Reporter,succ'essor to The Washington Obs'erver,established September 18,1871,and The Washington Reporter,es;tablished August 15, 1808,a daily newspapeJ"of general circulation,printed and published and having its place ,of bus,ines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and publis'll!ed continuous'ly for more than six months'prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal adveertisement,exactly a:s printed or published in the Obsterver-Reporter in its regular editions on the following date or d'ates;. ,.M.~.r~.h ~.Q.'".~.7.jH!.9 Ap.r.iJ.._.3..•._._J.9..6..9.._ . that neither true affiant nor the Observer Publishing Company is interes;ted in the sU'bject matter of said notice or advertising and that all of the aUega- tions'of this affidavit as to the time,place and character of publi-cation are true.j(...-'""l tf ..--;Y c:..._...__. . ./~~~..""_:J.&:.:'"f-.tk.ZJ__~~~:::V- subscribed before me this.}._._day of....~.P..r..i...L_J.9._6 9 ......~~.~:~~~~ \'JASdi,,"IJ',"/ASHINGTON COUNTY lviY (;OI,,;,lISSION EXPIRES MAY 6.1972 I EXEciJTo=a'"""'S""'N==O::TI=CE;;:;--- Estate of B.R.BECKNER a/k/aBRENNERR.BECKNER deceasedlateofWashington,Washingtq;'lCounty,Pennsylvania.Letters Testamentary upon theaboveestatehavingbeengranted to the undersigned,notice is herebygiventothoseiJldebte~thereto to I'make immediate payment and tothosehavingclaimsordemandsto present them for settlement.MELLON NATIONAL BANK ANDTRUSTCOMPANY,Executor 40 South Main Street'Washington Pa.15301SCHMIDT.ALLISON &:TOWNSENDAttorneys Was!)ington Trust Buildin£IWa:;iiington Pa.15301 _ __•69067·Thurs.·3tl 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED SY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 SetA 3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE 0"PENNSYLVANIA (SS. II Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed 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 COUNTY 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 advertisemcnt,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ..._Ma~Gl:l 2+.,l.9-6.9 . ...............Ap!:il 3.,.lO.,.1.9.6.9 . 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,'ffid'"ir'J/1'""m"pi,,,"~'""O~"b1i'''i,"'"'m,.~~.._j . Editor Sworn to .......lOt~ay of...~.r ~,196 9 .........i~l.~.c...&d.- Nat ry Public KATHERINE C.YARD,Notary p\lb Washington,Washington .Co., My commission Exptr.es Novemher 1,1969 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. •• •••• • •• • •• ••• • • BECKNER,B.R.,a/k/a BRENNER R.BECKNER,Dec'd. Late of Washington,Washington.County,Penna. Executor:MeHon National Bank &Trust Company,40 S.Main St.,Wash- ington,Pa.15301Attorneys:Schmidt.Allison &Town- .send,Washington Trust Bldg.,Wash- ington,Pa.15301 Executor 24thday of M_a_r_c_h "19_7_2_ j 63-69-346No.~_----=:......:..--=-...:....----=-.:::..:.._ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting paIcuIat ion 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. ~u t4r <trnurt nf <trnmmuu Jl~us nf lIu!i'4iugtnu <1tnuuty ®rp4uus'<trnurt 1Binistnu , Enter o_u_r ~appearance for__--=M=e""l""l-"'oc=;n~..:;.N~a::::t"-'i~o:::;n~a::::=.l--'B~a~n~k=_::a~n"'_d=_T~r:.._'u""s'='_t"______.:C~oc=;m~·~p:.:::a~n=.yl_L_, asBRENNERR.BECKNER TO THE AUDITING JUDGE: Estate of B.R.BECKNER.also known In the matter of the Audit of Account in r"I';---t')r ~Ll:L., '72 l'irlR ?8 PI1 I 53 RUSSEL~.i"I!{iHO REGISTEf(,OF WILLS WAS HINc~T0IJ CO.•PA., No.63-69-346 In re Audit of Account in Esta:te of B.R.BECKNER,also known as BRENNER R.BECKNER AUDIT ) 'rartipr fnr i\ppraraurr FOR MELLON NATIONAL BANK and TRUST COMPANY,ACCOUNTANT SCHMIDT &ALLISON 438 Washington Trust Building Washington,Pennsylvania 15301 Attorney ~2 PETITION SUR AUDI,T IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J ..........~.~~~~~g ..~.~~.~.g-~-~.~_ _.._.._--. Deceased No _.6.3.:-:Q.9_:-.3.4.6._______... Fiduciary__Mell'O.JJ._N_9-.tiQP...9-.LB.ank.an.d__....._.... .................J:x.~~t..g.9.mp.9:ny~...E~~~~.tQx ..., Date of Date of Decedent's death ~~J?!".~~E.Y...?)L)~_?9..Grant of Letters ¥~.~.~h.}1.?..J.9.~2 _..-.-.. This is the _.Eir..§t..9-.ud..F.:iJJ..aL _account filed in this estate If tHT "h 'Jb J f~'J.';~.--'~.)<'t~f..··f d ,'t'h)'"t··t °l'·t f',~b :..'b ~-'dot.0 Noneereaveeenormeraccou"s I e In IS es a e,IS I e num eror num er an erm.___. Election to take Under or~iII.(cross out one) Date Election Place of; Filed ..Not.filed_Record ~_..L.~o••----•••••••••• o ••\;:;\ Name of surviving spouse__H~1~fl..~".._.;J?~_c;..~_~_!"_ _ _..---..--.-v:..--.,-..-..---_-----.--_._-----_.__.__.__.._.. List issue,where material: .J J r J Did decedent marry after execution of will?(jndicate)~~No.Any children born after execution of will?(indicate) __..,J '-" ""X~:x!'Jo,If answer yes,name them ___ _.._______..__... .....______ •__ __ __..__....._.__.. ..__•••_••._••_~•__••l;!;__~_••••••• .J ..:•,• Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Helen S.Beckner Spouse Entire Residuary Estate N.A. Heirs of Frances Beckner,Deceased January 7,1964~ !"'-........ Cllftoh B'eckn~r Brothero• ,_.......v rT , ---'.,.--. J -:;v ~L .lJ~".'"V : ..; .::;",c Tyo.y List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked: .) Lapsed:Abated:Give Cause: Not Applicable 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,1§!« If any exception give cause:. File copy of Notice .-J'.,~~,.::: and date of mailing .J.9:n:tl?ty..~J~..J.9.7.Z ··········,····························~············t ,,~,.,-.......,-"-'-.'-'."\~..~ , y . ---, Return filed May 11,1970.Closing letter Is estate subject to the filing,of a Feder,al E~tate Tax Return?.~.~t~.~.9.~.~.<;>.~!':::.}.~.~.}.9.!.~.~J~~~~..~~.~.~:Y~.~1:.~.... .".-,j j (~ Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $JJ,.4.9.Q~...j$.J?,..Q.9.9.J~.f?~...9-Jf?<;:.~!lnt) 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,together with the amounts of such claims;state wb~ther Jpey ar~e admitted to be correct;arid whether the claim is denied. None ~~ Give reference to such parts of the lwill 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: Mrs.Helen S.Beckner,sole residuary legatee,requested that all securities be retained and distributed to her in kind at termination.To accomplish this,Mrs.Beckner contribued $4,000.00 to the Estate for payment of various expenses as well as authorizing the,use o~income to pay expenses.Y<;?ur Accountant utilized $12,000.from income as s'et ~forth~in the Account as filed.v c. J ,\ .I ~+..,.l .' Balance for distribution per account, Itemize any additional debits not shown by account: See Schedule"A"Attached Total additional debits (Add) Itemize'any ~dditionai credifS not shown by account: See Schedule,"A"Attached $.J9.~~..7.9.. $~~.?a..~1&.:..9:!. :' .i Total additional credits (SubtraCt)= Balance for distribution ~$.....708.04-.-_._-. v_·~~~.$J.5.4~.9.3'J..•..9.Q . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution totals $154,637.60.See Schedule "A"attached. y ., ,"-.' ...'. ---,~ --"......\'",\ o ..J t.~ ,.,....,'-'~..._v None And your petitioner will ever pray,etc. MELLON NATIONAL BANK AND TRUST COMPANY,EXECUTOR,Estate of B.R• -_:;:~~:~------------------------------- being duly .I?w.9.:!::~_doth depose and say that the facts set forth in the foregoing petition are true to the best of ita _ _knowledge and belief. .............Sw.9.:!::n-_to and subscribed before me th;s;,li,c~&d-"y Of_/i.~':ZJj 19_;7..z, Signature of'~ffiS~r_:,:;ycJd"::I'.-t::l.6.~;..I....l/J..Ct.::)~ .i ....DOLORES P.MEREDITH.Notary Publio Title of Offlcer...:...wailtingKlA;.Wa&!WIgkm.-CoUlltj!r.Pa.•••••••••••••••• '._,..,i My CommiSsion Expires Office expi res :.:~:·~!?~~~~~..~~:.~:.~~. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, List any advancement or distribution on account that has been made,and nature and amount of same: . and income,to Mrs.Helen S.Beckner,residuary legatee,under Article Four of the Will. If Family Exemption claimed by Petition,give place of Record:P.a.id..p.e.+....9:.~~9~:Qt _ . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. 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: ,Accountant respectfully requests Your Honorable Court to award the balances,principal , ( Estate oL....}?~...~:.'.Beckner,a/k/ar;'".••...••.•.....•••..••.•.......'" ftI I No.63-69-346 r-i,~,iI';",'.--['r-J1..." -' ,.""~. (",'""::" -;) ( -' (.'.... •,...f.•~--'''\'<'""".'"(\.'..'1'/1'!,'~'.'.'.f:''.-.'I ,\_,,':,.."(.('::>,,-' "';-'"p ,\\,-~~-J.r...-t,./'It-1 '"\ r .>-:-:: ( P'jSSELL H/l.RINO 'ISTER CF WILLS 'INGTON CO .•PA . '72 HA:q 28 Ptf,52................~.~.~~E-.~.!...~.~~.~.£~!?:~!.""" Deceased ,.. Fiduciary.M~n9n-..N~kt9.:n~1..~.g..nk..g,nd ..... .,). .........T.:r.u~t..C.o.mp.an¥.,..ExeclltD.r . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL (, ( ( ( '" ( Counsel of Fiduciary 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:shownCon 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 i~,;,entory and appraisement. 7.Proof of advertisement of grant of letters if not filed with .qccount. 8.Certificate.of (iens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distributionV in kind. 10.Copy of Federar Estate Tax return if es- tate is subject thereto. (, ", .. '" .' ......~.<:.~m!g.t ..~m!..AU!.fJ.Qn . Attorney ...~"I';,."~2 Dear Mrs.Beckner: Enclosure copy f the Inventory an earlier pro.. s concerning same,ploase let uo know. this ad .stration you had advanced cash for ad. ion purpos.es as ge 5 of the account.Subsequent cash aeeds anafers to principal from income p~rsonalty. Mrs.Helen S.Beckner P.O.Box 334 Waohington,Pennsylvania 15301 ;Jit~uJUi-.{,:u:~Officer Very truly yours. .,.,40 ~n·,.J·'J.°~!·r.l~l;rl ~+'T'eetWashing"Gon Of'r:ice uu...."J,..~_.'-'v_ o Washington,Pennsy1vania 15301 January 31,197Z MELLmr lUi-TIONA)...BPJTK A1ID TRUST GOr,[PANY dit Petition during March,we will aleosupply theCouJ't lag statement to update "atden untU that date.The balances per aCCOUD sted by those later figure0 ,will be the baSi.6 of tho Decree of Distribution to be ultimately entered·by the Court. Please review the a.cco vided.Inl)·~1(j::iii~.J You W··I"~ mwst have AW'O:jbm .'~.., J J ~u t4r arnmt nf QInmmnu Jlrns nf IIns4iugtnu Q!nuuty. Jruusylttnuia.®rp4nus'Q!nurt 13ittislnu ESTATE OF B.R.Beckner a/k/a .No.6 3-b9...346 In the matter of thl::..e_F_i_r_s_t_a_n_d_F_i_n_a_l_ Brenner R.Beckner Account of Mellon National Bank & deceased Trust Co ••Executor ADJUDICATION AND DECREE And now March'rtL-,19..E..-,this matter come on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration ther.eof4th~b.a'g8ce for distribution in tthe hands of the Ac.countant.is detern:i~ed to be $1.2.,_,b3l.and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg,or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Addi tional credit aske d a t a udi t~:~ Balance _ Deduct Clerk's Costs &Receipt~s-------------1 $154.637.60 I $155,146.94 198.d $155,345.64 000 1,116.00 575.44 3,387•.506,212.50 16,380.00 1,027.50 4,026.64- 7,831.25 9,450.00 3,656.50 3,992.00 Telegraph Company 9,585.54 52,999.50 Russell Marino,Agent,transfer inheritance tax,I $497.78 Interest from 5/21/70 to 4/9/72 56.2$ American Telenhone & 180 Shares Capital Celanese Corp:794 sha.com. Central Investment Co.,Inc.2 shs Capital Celanese Canada,Ltd.100 shs com Columbia Cellulose Co.Limited, British Columbia 100 sha com Duquesne Light Co.100 ~hs 4.10~ Cumulative Preferred Duquesne Light Co.200 shs com The First National Bank &Trust Co. of Western Maryland 364 ahs Capital Fluor Corp.15 shs.$3.00 Cumulative Convertible Preferred Fluor Corp.98 shs.com General Motors Corp.100 shs com Texas Gulf Sulphur Co.300 shs Cap. Washington Steel Corp.206 sha Com. Wheeling-Pittsburgh Steel Corp. 128 shares common Helen S.Beckner,widow,residue,including the following assets,held in kind and distri- buted as such at the appraised vAlue,per election filed:- Balance per account -'--_ Additional debit asked at audit Afttorney -.-;;;S-=c:...:.;h;;,;;m::::i;.;;;d:..;;t~&_:...A...;;;l..;;;l.;;;.i..;.so~n;.;,;;:.1 \' 0 ~ ...~lr :J Z ty n -+p a 0 :r v-tt c CD =CD a 3 ty 0 0 0 _t ......~. ~ CD ~ .. t ...0 St ... -+ ::: :r It CD ~g, ~ !.. %:i~~ :' ,, \\ , r + ~ J ;1 r t r r r r"· I'.( r I r ".,..."-•.,.~ ~. ../ American Telephone &Telegraph Co. Debenture without Warrants, 8.75~$500.due 5/15/2000 Registered only 432.9510Warrantsexpires5/15/75 67.05 Greater Johnstown Water Authority, Pe.Series "An 3.90~ $5,000.due 1/112004 3,375.00Optional1969 Greater washin~ton Ice Skating Assoc.,Pa.$5 20 year income Registered ,100.due 9/1/78 1.00 Kane Area School Bui1din,Authority Pa.,3.75~$5,000.due 4 1/84 Optional 1968 3,793.75Ligonier'Va11err School Authority, Pa.,Series itA f,J.40% $5,000.due 12/1/82,. 3,693.75Optional1967 McKAesport Municipal Authority, Pa.,Series "A",4% $4,000.due 4/1799 2,810.00Optional1964 Peters Township School Authority, Pa.,3.75~$5,000.due . 5/1794 Optional 1968 .3,450.00 United States of America 31& Treasury $10,500.dated 2/15/55 due 2/15/95 7,468.13 Income cash 6,808.78 No balance ,: \,/ (' No.-J~--:=------O-:=":'= In the matter of the /" .l',-,.,.:"",I "...!~j •I :_.., 'n rlAR 28 PH 52 L. /' C /' I.. '. L. Account of /' /',....~ of Estate of ...L . "/ f\US S~~I;1,/.~.i r!0 REGlS 1t:l",'vF WiLLS WASliJt'lf.TGN GO .•PA. , "'~j1Witutinn UM ittttt...- c. :.. .1 '-:I ::-- -\\;-\~ ~2 / No.346 of 1969 HEARING ON AUDIT The Court will resume the call of the audit list If Your Honor please,I have here all the neces The Honorable P.VINCENT MARINO,Judge of the said Court. Friday,March 24,1972,at 10:00 A.M.,EST SCHMIDT &ALLISON,Esqs.,of Washington,Pa., representing the Accountant. for the firs t quarter of 1972.We will today consider the accounts scheduled for audit on Friday,March 24,1972 at 10:00 o'clock A. INRE: Estate of Mh.SCHMIDT: '12 APB ~r:(Z liS ) ( Ru'cr':,")':'\'0'I,.)"--£_•:';"•'\:~OJ B.R.BECKNER,"a/k/a nCGI'~T"-'",(-'1"CI~"_.',~,i L f -;i......r tiL L ...J VIAe 1.1 I!,·:';TO"J 1)t1 pAtNt.,)I I ~.'I t t~J'.#/.1,. BRENNER R.BECKNER,( ) (Deceased.~z«>..J>-tilZZ 11/l!- z~BEFORE: z itil«~ The first audit is Number 346 of 1969,the estate of B.h.Beckner and the attorneys are Schmidt and Allison.Mr.Schmidt? deceased.The Executor is Mellon National Bank and Trust Compa is made up of certain securities which the residuary legatee has IN THE COURT OF COMMO~P;L_E~S OF WASHINGTON COUNTY,PENNA QRPHANS ';€OURT DNISION ' papers in this estate.There are no complications.And the balance iiill:11/l-ll:o~THE COUHT:ll: l-ll:::loU ..J~.uii:II.o ~uii:~APPEARANCES:o ~g C::l., J:.. [;j TIME: (8 • 2 requ ested be held and dis tributed in kind.I should point out maybe to the Court.that we do not have here the Federal Estate Tax .ketur because the bank mailed it down to the R.egister's Office.I don't know whether it's up here or not.But it was mailed directly to the Regis ter's Office and we have h ere in the papers a closing lett THE COURT:Mr.Schmidt,is there any reques t for a reawa interested in this decedent's estate? ~z~in the F ederal Tax? ..I~~MR.SCHMIDT:No.It's all closed .The closing letter is attach d IIIII. Zo to the papers there.I-l!Jz ~THE COUhT:Very well.Is there anyone else in Court <~ the Court. ·J ..=u ll:I-UI o ..I< o THE COUhT:o:J.., :J:.."N (NO hESPONBE) The audit of this acfuunt is ordered closed by (A UDIT CLOSED) I hereby certify that the proceedings and evidence are contained cause,and that this copy is a correct tr . iiill:IIIl-ll:oII. III ll: I-§fully and accurately in the notes taken by me on the hearing of the above ou ..I<oj;:...o The foregoing record of the proceeaings upon the hearing of the above cause is hereby approved and directed to be f.illed. , IN THE MATTER OF THE ESTATE OF B,R.Beckner,a/k/a BrennerrR.Beckner DECEASED: IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA, 63-69-346NO.~_ J KNOW ALL M EN BY TH ESE PRESENTS.THAT_I----=-,_H_E_L_E_N_S_o_B_E_C_K_N_E_R---C,-,-_------- ExecutorDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY _ OF THE ESTATE OF B.R.Beckner,a/k/a Brenner R.Beckner------------DECEASED,THE SUM OF O H F f h Th d N ' H d d S N'and 07 /l00neundredity-t ree ousan Ine un re eventy-Ine l~?979 07_________--=------------------($-:1.2,~_~.__---)DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT NO.63-69=346 WITN ESS MY HAN 0 AND SEAL THIS,2=8-=t=h'----_DAYOF --=J-=u:::n=e 19~, ~/D'~J01 WITNESS__-+---,<~-=-"'---'~'---_-'tdLV/L"",--=----,'5£._~_ Securities $145,332.00 Principal Cash 1,838.29 Income Cash 6,808.78 $153,979.07 W.8282 /'Helen S.Beckner /vi "'"- NO.63-69-346 ORPHANS'COURT ESTATE OF B.R.BECKNER.a/k/a BRENNERR.BECKNER DOCKET PAGE _ .(J'}:<i.~-,a...tv1 pp._J • RECEIFa'3:0X;;-";.1.0 'it c....;,1£i L....,.. ~.FROM <06.'=.1'",d l1::1- t',(V'>~w i-;-,..;1,..1 ~...-z '..:-J ;.:->(/)-~.~:;»'C)-:t:,Hel~."nleckn~:e <h ;',;.,..;.;....'0::-lJ,.:I '<i:::(-------.l-.~-l.t..."""'Cii:a.'TO Mellon National Bank and Trust Company,Executor FILED 19__ ,J Form RCC-33 RESIDENT DECEDENT •COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS COUNTY OF ~'~'\ .:.WASB.JN.G?:QN .. IhWORTANT: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 Inheritance and Estate Tax Act of 1961.) ....:::::~~.:;::~..:~~~~.~~F }:::UA:~:OF (State full name of decedent) ADMtiIi=~Late of WASHING.TON...County Arlie .W .ott.,....•.Trust Offi.cer.,Me.llon National Bank and Trust Gompany,. AdJBinioH:mtor of the estate of the above-named decedent being duly sworn,depose and say .MellonNationalBank..and Trus.tCoillPany . SouthMainSt...&Cher:r,yAye.,Ji'Wa9.h:i,:r:tg:t9rJ"Pa."... Decedent died ........F~~~~:p~7-;..;).,197~~~)u,{.::.:::::~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. That as such Exe.c:uto.r.deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER 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 WI=I~hi nO"T.nn ()f'f'i C'p nf'Mp11 nn 1\11=1.+;m11=11 Bank and Trust Company Joint with Helen S.Beckner Wife That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv 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 assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately 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 casesl,all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~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 bydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polictes 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 due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ., "'.... In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedUle,financial statements shOWing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.' The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of.transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY 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 pe~~onal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either indi'i'idually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. ~0 That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,'the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly With another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relatipnship,·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; famiiyexemption,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 anel unpaid 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","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .,:. ................;:?:..f..d.:day of ~19..7P . .....................,..~..??7.~...i~Rr~··KiRK:·'NotarY'··p·ublrc· Washington,Washirgton C~Lnty,Pa. My ComMission Expires October 14.1970 Mellon National Bank and Trust Company(!.ll1L.axf:i~;'-Trnst--OHFier ....................S MI;l,.i.n s..:t.~~C..h~.r.r.Y.Ay.§.:.. (Street Number) ..~.a.:.?~.~!!:~~.?~.?~~.~?.~,;y.~y..~~~~. (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) ,COMMO~WEALTH OF PENNSYLVANIA PEPAR'MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS • TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCZHEDUtE "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 decedent 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 Commonwealth of 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 encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. A one-story stone house situate at 765 East Beau Street,South Strabane Township,Washington County,Pennsylvania $62,l.j()0.00 D.B.Vol.730,page 645,Washington Co.,Pa. D.B.Vol.1141,page 657,Washington Co.,Pa. D.B.Vol.1194,page 458,Washington Co.,Pa. Jointly owned property in names of Brenner R.Beckner and Helen S.Beckner, his wife. (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 13\ DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite II rea l property",Schedule IIA"in the X X X X X liAs Reported"column on the last page of this return. RCC-35, .COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible 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. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully Cash,securities,etc.,per copy of Inventory attached hereto:$237,298.97 UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Less:Veterans Administration Lump Sum Death Benefit Jointly Owned Property: 250.00 Mellon National Bank &Trust Co. Checking Account No.353-3064 106,043.59 Pittsburgh National Bank Savings Account No.20871 241,158.30 First National Bank &Trust Co. of Western Maryland Savings Account No.24605 17,085.9 375 Shrs.Celanese Corp.of America Common @ 66.75 25,031.25 $100,000.00 Mellon National Bank & Trust Company (Washington Office) 5-3/4%Savings Certificate Dated August 15,1968 Due May 9,1969 100,000.00 $4,150.00 m.v.U.S.A.Series "E" Savings Bonds: $4,000.00 dated September 1942 25.00 dated December 1942 25.00 dated December 1943 25.00 dated March 1944 25.00 dated November 1944 25.00 dated April 1945 25.00 dated December 1945 6,857.60 ~)43.0 41.6 40.8 40.1 39·50 39·3 All the above items owned jointly with Helen S.Beckner (Wife)/ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)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 health at time of making the transfer.(Note 1). (c)Cause of decedent'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 or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred 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 under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ----;-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did 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 could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)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'decedent 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 date 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. .. DEPT.VALUATION (Dept.Only) MARKET VALUE (Estimated) .- SCHEDULE "C" TRANSFERS DESCRIPTIONITEM Rcc-36 ~~SIDENT DECEDENT , fO\f1IfON1\K\LTH OF PENNS~LVANIA TRANSFER INHERITANCE TAX ftcC;;37 (12-b3J ~~1~~~!'i:~~~1!~I~rN~~N~1~YL~NIA RESIDENT DECEDENT ., SCHEDULE -'D" BENEFICIARIES e BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Helen S.Beckner Wife Yes 11/22/03 Entire residuary estat W::u~hiniTT.nn Pa. . I ~ " ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) ~'"0 ~....(1)(1)~....~::3 tI)..... tI)0.....::3 '"0(1)~...........-0 tI)'0 '"0 (1).........g q ~.-+'< tr1 tI).-+~.-+(1) ~~><~0-(b oatI)tI) Year . Dl"THE No.Will l Admimmmen ~ ._Brenner..R.•...Be.ckne.r _. Deceased Late of ..w~~Pi.r,tgt()Il REPORT AND APPRAISAL Commonwealth of Pennsylvania 'Vd "08 N01~N1HS\fli\ S111'".:30 }j31SID3~ ON1~Vi'i 1'8 SSffil -Washington' enc::: ~~:>~W en en >-<:n n?"'?"'?"' (')tJ ~::::::--- "*"*~"*"*"* ~.-:f\):~I;w::......;]:~(1)-.,.: :~~:0 . .0-"'-:t;::~~II -. \0 j~:-~.:......;] >::~:'\.,j "*"*~"*~"*~::~-....--.~_.:~::>:r. :~t:J~.C"':_ D.:2"tvll , D:....-~.3 .~.:::Ir.II I"0'c.. -~.-~: ~ U2 HdV OL ~a J ·-11 ..:1 ""'It 1,.iO~5 County of RCC-SI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MELLON NATIOnAL BANK &TRUST COMPANY IN YOUR RaPLY PLEAOS RIIFaR TO 37.,.199-2 J In Re:Estate of BR_E_Nf,...;.·~_"__....;.R__._·...;.BE_C.;;.Kl.;;..'lliR__··__.:..-_ _____l1AS_._H_OO_._ro_r_~County _File No.63-69...346 Dear Mr.ott~ You are hereby notified that the original appraisement in the estate of Brenner K.Beckner has been filed in tIl!office of the Register of Wills Qf Wash1Mton County on M«Y ~,19 70.Said appraisement reflects the following valuations: Real Estate _-.;..--:;::=~-=-'=-- Personal Property __:..-2~J~7~,__04~8__i~97~···___ Transfers --::':::-=-~_::_=-- Total -.::2:...:.3.L7.a.;tQ=4:t.::e~f~97:.£--- As to such tax that is paid within three months from date of death,a five (5~)percent discount is allowable.As to any tax that remains unpaid after one year from date of deatn,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 ....;;Me.;~.;ll:.f_·;;;:13:;.,jjtl;,.,··.:::;1"'-97:..;0;:...-_ DATE OF DEATH:February 21,1969 Note:This is not a bill. ( Signed~ Title -Z.?J£ APPRAISER I. 1 I I 1'/ • ./ RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BECKNER., (Last Name) BRENNEH (First Name) R. (Initial) DATE OF DEATH_2-=---_21=--6-=--9:.--_FILE NO.63-69-346 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated:--"'0:...<5-~1....3~-_7';-'0"___ 02-21-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 237.048 97 237,048 97 $2~70L.8 97 237.048 97 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$--------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--1__~ Tax on $6% Tax on $5 0 Tax on $10% Tax on $15% Exemptions * Total Estate --4-__ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------+-- $--------+-- $--------1--- $-----_--I.~- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t=::::-= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ------lC $----AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $--1 BALANCE DUE $----~~ Add interest at rate of 6%from -----....(to-----$t= TOTAL TAX BALANCE $------l PAID $-J_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration f No. IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF BRENNER R.BECKNER Deceased ." Late of . County of WASHJNOTCN WASHINGTON .................. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ .5~ r- -......Fonn RCC-2 •COMMONWEALTH OF PENNSYLVANIA DATE .................~y.....J,3..".....J,.97Q............ " .DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..............W'3.:~h.~~~.<?.~...................,...,COlJNTYBUREAUOFCOUNTYCOLLECTI6NS ....................... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............??=.?..~='.}.4.?........................................... Whereas.................................I.3.t~~.E?T....~.~....I.3.~.9.~~.!:......................................................late of .................................~~~.~~'J:I&~.?~........................................ in the County of .......................................~!?:~.N:PKt.9.r,:t ........................................................Commonwealth of Pennsylvania.having died on the .......................................................2.l ...?t........................day of ................f§p.r.v,~y ..................................19.9.9...seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.................................J1.~.R.!.....G.h@~y.............................................................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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ PEIl'.SONALTY : See copy of Schedule "B"attached to appraisement 23~,O4€97 - Total 217 •OL.~97 . Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con- formity with law onthis/~."2zL day Of~~Z~~~ cZi...........,,/.....;:;:. ·..............WA$F:I:i:NGTON County // / RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....................BRENNER R.~BEC..J\NER . Deceased. Late of WASHINGTON Date of Death,f.E?1;>:r.~y..gl"+..9?9 . Appraisemel!t Docket Vol.,37.. Page,1..99~4 No q3.~.q9.~3..4.9.. Filed in Register's Office,J1.<w :J,..3.,19...7.Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. • ~ /" DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHI;:" 191 f9 Mar.27 Family Exemption:Helen S.~eckner,widow 1,00(00 27 Observer Publishing Company:Legal advertisinQ l L 00 27 Washington County Reports:I egal advertising 14 00 Mellon National Bank &Trust Company,Washinqton Office: ,T11""'p lR Reimbursement for toll calls 1p Maryland 4/9/6 ,4/28/69 and toll call to Daniel M.Ross on 5/27/69 7 34 Julv 29 J.C.McCleery:Appraisal of residence property 35 00 1';1 1u Mellon National Bank &Trust IryO.,Washin~on Office:Reim- Jan.22 hllrsement for nhone call 12/9 69 to Dwight Stover,Oakland,Mkl.1 65 Lawrence H.tihafferman:ApI ra1sal 01 un1mproved lots 10catea Feb.25 at corner of N.Center &Smit11 Sts.,Cumberland,Maryland 35 00 Apr.22 Register of Wills,Washington County,Pa.:Court,co sts ::l <;:folloW'!=;' l~rl~~~Probate of Will &1.Short Certificates $43.50 Thirteen Short Cert ficates 13.00 6/25/69 Certified c~y of w1~1 ~.~u One Short ertif ica e 1.00 8/21/69 One Short Certif1ca e 1.UU 3/12/70 FilinQ inventorv 6.00 4/22/70 Certified copy of W·11 5.50 7~50 Payments re Maryland Adm1n strat10n ot property sltuate L,UU .Tllhr 24 Ph;los Ave.Westernport,Al egany County,Maryland,as follows: h/5/69 Herald Printing Hot se:Photograph prints ofproperty,~:.10,';:P o.uu Richard H.Whitwol th:Appraisal fee 10.00 F rankhn ".Johnson:A~ra1sal tee l.U.UU R/13/69 R.A.Pavnter,Inc :remium on liability Gertiflcate 11'IDUl 1:"'~ll rJ:Tf·~~ Insurance Company of orth America 3.00 1/6/70 W.DWlght ::>tover:fvasn aavancea lor paym~lll. ,...f va,.;011 S administ ationexpenses $106.21 Cost of obtaining refil estate appra1se- l.50mentLegalserV1cesana~omp 10n do Ancillary AdministJ ator 250.00357.71 7/l4/'{U K.A.1:"'aynter,lnc :.r:.arnea premium-on liabilitv Certificate #30,Policy #ALB43294 Insuranc~/C9~9any 0/N?rth America for 3.00 38c 71neriod1217tob1270 11.)(11 Sch~dt and Allison;ReimbUJ sement for payment ot me $~21~0'0ng: .1;::1.,..,11 Deat certificates Certi:t1ed copy ot W 111 1.1:..:JU Xp,rox conies of insurance pol des 1.20 2~70 DATE OF FILING APPRAISEM ENT __M_a....y~1:...:3_=,~1:....:9:...:7:...:0=--_DATE OF DEATH __F_e.;..b=r.;::u~a.;::r~y....;;:2...:1:..::,:...:...:1~9...:6:....:9:...:...._ , •E..eckner,a k a ESTATE OF Brenner R.Beckner DEDVCTldHS 'ALLO'WED IN THE SUM OF $,IfiZ~':~[~7 ~"'-~Q_7 z.---...../-,". Washington,PennsylvaniaLATEOF--=-...::...._ #63 -69-3'46 STATEMENT OF DEBTS AND DEDUCTIONS COUNTY "Notary Public DOlO~ES P.MEREDITH,Notary PUblic- Washington,Wa~hi~gton County,Pe. My CommIssIOn Expires . January 28,1975 OFFICE OF THE REGISTER OF WILLS WASHINGTON AND AGENT OF THE COMMONWEALTH OF Form He C:lO '.., 24 1972 Jan.24 36.00 236.77 $28,648.17.. $65.14 171.63 Schmidt and Allison:Payment of attorneys I fee,as follows: 12/26/69 On Account $8,500.00 1/24/72 Balanceinfull 4,000.00 12,500.00 Mellon National Bank &Trust Company:Compensation as Executor,as follows: 12/24/69 On account $4,000.00 12/23/70 On account 5,000.00 1/24/72 Balance in full 2,970.00 11,970.00 Helen S.Beckner:Reimbursement for funeral expenses paid to George Funeral Home,Cumberland,Maryland 2,307.50 -2- Register of Wills,Washington County,Pa.:Filing First and Final Account Payment of the following: Net 1969 Township Real Estate Tax Net 1969 County and State Real Estate Taxes re property situate 200 Philos Avenue,Westernport Allegany County,Maryland 10 1969 Mar.27 July