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OC1969-0430 - ESTATE OF WEIMER JR
1 t 12-14-70 ' Testate Form _ .... I PETITION SUR AUDIT ~ .. J IN THE ORPHANS" COURT OF WASHINGTON COUNTY Estate of __ ;~~Y~9---~-~--W-~-~~;r_, ___ ,:Y;r_, __________________________________ _ No. ________ §}-:§_9:-:.4-}Q _______________ . _________________________ A_ A Fiduciary.~b.t? .. JJD..i.on . .Natianal . .Bank .. of--~·g.~~burgl: · Executor Deceased Date of Date of Decedent's death.M.~_c_}l_J.__$_, __ l9.6.9. .............. ---------------------Grant of Leltters _____ .J!P.r~~--3~ __ 1999 __ . ________________________________ _ This is the ______ _Jf~;r_f?.ii ___ @_~ _ _fJ.._:r;J,?J. _____________________________________ account filed in this estate · I If there have been former accounts filed in this estate, list file number or number and term ___________________________________ _ I ---.. --...................... -........ --...... -.. --.. -.............. --.. -.......... -..................... -.... -.......... -.... -.. -.... -.............. -.. -...... ~ .. ---.. --...... -......... -.............. -.... -... -........ -.... -........ -.......... -..................... -........ -...................... -. -...................... . Election to take Not applicable Under or Against will. (cross out one) Date1 Election Place of; \ Filed ----------------------------------Record ---------------.----------~--- Name of surviving spouse-------------~~--l?.~~r __ W~~~r _______________________________________________________________________________________________ _ List issue, where material: Walter Baker Weimer, son Amy AnneWeimer Ritter, daughter J. lDuncan Kniseley, grandson Did decedent marry after execution of will? (indicate)~ No. Any children born after execution of will? (-indicate) I ~No. If answer yes, name them.·-------------------------------------------------·------------------------------------:--------·---------------------------------- .................... -------.-~-------.................................. ---.................. ---.......................................................... ----~---...... -----............................... ···-···· ........ :··. ··---........ , . --------·-. -----· .. ----.-----.--. Legatees Anne Baker Weimer Walter Baker Weimer Amy Anne Weimer Ritter J. Dune~ Kniseley Relationship Wife Son Daughter Grandson Interest Fiduciary, if deceased or not sui juris Bequest and l/2 Residue D.evisee and 1/2 Residue Bequest Bequest List, if exceptions to above: Adeemed: ~: ~ ~: Give Cause: No real estate was owned by David P. Weimer, Jr. at the time of his death. (See Item III of Will) 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. ~ If any exception give cause:.J~g---~-~9-~.P.t.J<?..n __________________ _ File copy of Notice and date of ma iIi ng .. N~Y§WR§;t; ___ ?J._,_ .19.79 ... I@.~. P.~9-~~~!. .. 9. .t .J-9.79. --~f --~~:'!~-~:--~~~-~-.. <?.{ --~l:l:?:~ ~ ~-_,,., ...... _ ., __ ,, __ , ... • •j ..... ,, ..... • l 7 /? ,.. Is estate subject to the filing of a Federal Estate Tax Return? ... X.e..s::·Re.t.'Ul'.n .. fUed .. but.~nQ .. tax.JiU.e .................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. :;1,,_.3~2 .•. 8.5. ......................................... . 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 whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a stat.ement of any other facts deemed necessary for the preparation of the adjudication: Balance for distribution per account, Itemize any additional debits not shown See Schedule "B" Principa-l--Personalty "l• Income-F.~rsonalty .. Total-addi~tional debits (Add) None by account: $ 72.00 197.37 Itemize any additional credits not shown by account: c· See Schedule "B" : ;· Principal.:Personal ty Income-Personalty Total additional credits (Subtract) $ 88.80 ~ 1.'-~~1,1_V tJ s 1:Yh7@ · .. ············· '· ': $ ... ?.9.9.!}7 ..................... . 118.77 $ ................................... . B I f d• 'b . .p,525 3? : Ci1 once Or IStrl UtiOn ~-si"s'f\····~·v If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distributic~n Value); """"1. Principal-Personalty Stocks Chemway Corporation 204 shares Common Cyclops Corporation 100 shares Common $2,937.50 4.193.75 .. -----------------· $7,131.25 .. ?-.... , ... ,-..-" ' l ,· 17111 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION NO. 63-69-430 ESTATE OF DAVID P. WEIMER, JR., DECEASED 1 ADDITIONAL RECEIPTS AND DISBURSEMENTS TO THE FIRST AND FINAL ACCOUNT OF. THE UNION NATIONAL :BANK OF PITTSBURGH EXECUTOR SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 3 Disbursements Page 3 ' BALANCE SCHEDULE B INCOME -PERSONALTY Receipts Page 4 Disbursements Page 4 '. BALANCE NET BALANCE The Balance Consists of the Following:- Principal -Personalty ... Stocks Chemway Corporation 204 shares Common As shown in the First and Final Account Cyclops Corporation 100 shares Common As shown in the First and Final Account Exhibit "B" December 15, 1970 ' 33,232 64 1.0,425 27 22,807 37 1,775 62 124 67 1,650 95 24,458 32 2,937 50 4,193 75 7,131 25 .r • . -. ' ,.,,. 4 ESTATE OF DAVID P. WEIMER, JR., DECEASED Distribution .. (See Exhibit No. 1 Page 11 of the First and Final Account) 5,933 00 .,. :I Cash on hand ' 9,743 12 ' 22,807 37 Income -Personalty Cash on hand 1,650 95 . !I . ' . ,, 24,458 32 II I I I •• I . ' I ' .. io ,, I i I : ., I I I I I . I I " ,J .I ~ ' ! i I I ' I I -2 -I i -~·--------,-, ----------~~~~~~~~~~------------------------- ·~ . • • I>· li I ., ' ESTATE OF' DAVID P. WEIMER2 JR. J DECEASED - I il SCHEDULE B INCOME PERSONALTY ! -RECEIPTS Receipts in accordance with the First and Final Account filed 1,578 25 Interest -Bonds '. United States of America Treasury Bills ! Accumulation on $lO,COO to 12/15/70 197 37 ! ' 1,775 62 DISBURSEMENTS .. Disbursements in accordance with the First and Final Account filed 94 70 Administrative Exoenses 1 9 7 0 I Dec. 8 Malcolm L. Morgan, County Treasurer ! i Additional Washington County Personal Property Tax for the Year 1970 10 74 I I I Penalty and interest J/18/69 -12/1/70 7 39 I Dec.l5 The Union National Bank of Pittsburgh Accountant's compensation 11 84 29 97 124 67 I - 4 - _____ ,_ . ..,......_ . .. ., ,,. I -t' < . If Family Exemption claimed by Petition, give place of Record:.~~:!:<:l: .. ?Jtz/~2 .. ~~--~§-.~-~--W~~-~;r;..J_.J?P.QJ.lf?.e .. ,P.er ac-count filed. If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . ' List any advancement or distribution on account that has been nnade, and nature and amount of same: A.YU1e Baker ·weimer tv~ 1967 Ford Mustang Convertible $1,500.00 Household effects and jewelry 4.033.00 Amy A.nne Weimer Ritter wfcash J. Duncan Kniseley MY\. Cash $5,533.00 200.00 -200.00 $5,933.00 Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if b_qi<:JOCe is not in cosh: resid~:~ary shares being stated in proportions: I• Balance for Distribution Stocks ., Principal Cash Income Cash A.1111e Baker We inter, 1/2 share residue Stocks (per Ei~ctions attached) Principal Cash .l Income Cash Walter Baker Weimer~are residue Stocks {per Elections attached) Principal Cash Income Cash $7,131.25 2~:Z42.12 $3,565.63 4·8:Zl.56 $3,565.62 4·8:Zl. 56 $16,874.37 1~620.22 $ 8,437.19 822.47 $ 8,437.18 822.~ $18,525.32 $ 9,262.66 2.262.66 $18,525.32 The above distribution is subject to the payment of the balance of Pennsylvania Transfer Inheritance Tax due and interest thereon. 'i:.tl£ikr~ COUNTY OF~ 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 And your petitioner will ever pray, etc. to the best of.. ........ J~t.l? ............... knowledge and belief . ................... ~Y!S?~~-------------------to a~d subscribed before me this.~!dday of~------~~g~R~~---------------19 .. ?9... The Union National Bank of Pittsburgh ·f J ~~ ------------------------------------------------------------·-E"xe·cu.t:o:r··-------- signature of Officer ... ~---------~--~·:·:··--.-----:···---· f.t· ~· . a~. . . .. Ttl f Off' N,.,~_"P->.1h:L,ic /0/2 ~ & (J ... J~Y:-----------s--... --""'-"i"h"K" x~td"'~------------------------1' e 0 ICer .............. :~----~-------~ eul.O..L '-'"' o.:> <::Hu Office expires-----------------------------------------------------------------· • -. r - -~ • ~- ,r ..: ,. , ,, i ;· ,• A -~ ~ ·~· ~ ··:: :~ .. _., <~,:' :-.~ '-' No. 6.3-69-4.30 .......................... A.A. . ........................................ --...... ---.... .. ~~: ,, Estate of ...... P.~~~?: .. ~.: Weimer, b'r., ,.1 ..: ~· •••••••••••••••••••••••••••••••••••• ·J: , :: ..-; .• -;--.-; I) '" '• ....;-Deceased c :-) ~ ~~: ··:. Fiduciary.J'.li~2JJ.@.QD ... J1~j:._:L9Jl~l .. E!?.M .. Qf .... ... ?: .,.· .... · ~~i3t.i:sburgh .. ·~· ~... . .,. ;j '-?,": d:. . -.............. --...... --.~~ .. -~--:: ...... --.... ------------.. -.... --.... -----.. --.......... -.. ---.. . r_.. -", ~ l.l"· P~ITION SUR AUD_IT FROM WHE.RE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules ,.. adopted effe{ttive December 3, 1951, being rule No. 9:.-'paragraph b-e; and divisions thereof: showh 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 Wi II. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. o:f record 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. none 9. Signed and itemized elections if any distribution in kind. -attached 10. Copy of Federal Estate Tax return if es- ,, li'-• tate is subject thereto. of :cecord William McC Houston, Esg. (:for :the Estate o:f John H. ,.Dav1dson, Dec'd.) Union Trust Building ....... :PJ...t.t.9.t>.w.g);J,, ___ ~~@;?.Y.d:Y~?.ffi~----l~~l2 .... Attorney Phone -471-5!ft ' •') ·;-;,,. f 1 ~---n.· l"·'! !'' l 1 ~...., : • ~ ~ J ~,r l..rrm ~-~ 3 t '!I ~~I i ;., '! t.ttL: ( PH . !t 0 I ELL ; f.'' r~: N t 'l' E .•. ,.,,,, .. ,.-•.. r _.·. ·· ~'' 1 ~ r ~ r. · .. \:tl~ I(:,,<, '.Jr' •I L1~:::l - fW \IH ~ H i ,. ; ,., ··r· '' ~~ r. 'J·. p· •1 ffP.\.~ n t ~ ~_2! 1....:o / ~..r I, •• , 1~~- . ,i,' .. ,·· .. _; ······:' ·: ,. •''' ·. ··., .· ';' : ·'·: '· ·':' .. .... ··.·,~· -:~· ~~-<. :··.:~ ..... . ' .· ..... ·, ·~·-.' .·.\ ··~.· .. : .. .\ , ... ,. . ·. '~>- 'JA .[ J-,.. .··. 'I ;· -~ . :·,_ ....... "::. .. · .. ,. ·.. ~ .... ' .. --:. ·'·.··· ._;,· '• I, ·, '~ •. J. ···4. ;' '• . " '" '''! ,t · •. ·• .• · ,, '· ;.·, . ··' '.·.-._.,: · .. . . ' ' ~-. -~ . i: __ .. _· .. ·. ·' '.,r · .. . :'• . .· ·; . . . ' . ) ·. . ' . ~. . .· ... ~ · .. ·,:;' ., ·LASTWILL'AND TESTAME,NT·'', ·., .· ·;,: /'. . . . ~ ..... · .. ," :; :' ,. "· .·· ~-... . \ .... . . ~-. . " ... ·.·-. ·:·· .·':···:·· • . j " ,. ~ ..... .' ..... ·•· .. _..::_,"- · .... ,.:··<:·. --:,,:. . ·· .. · -of-· :· · .. · ·. ·. · ··) DAVID p, WEIMER, ~R .•. · ~.: ,. · .. _ .. :· ... . ..·. ·. ~; . . . ·. ., . ·.: ·-. : . . . . . -~ .~'. .. . . . :: : . . · .. :! . . . I,. DAVID P •. WEIMER, JR~· of SouthStrabane':Towhship~ ·wash- .:,-; .... · . ~-.· .· . ·~ ·.. :,:;_ ington County,. Pennsylvania, dec:lare.this_to be :mylast/\Yill and revokeali · .. ·' '\ ·.·,;: '-; ' '· '•''•' ··~' ' . . . ',' .. "..., ~ . . . '.' ... ·. . ... . :\;< ; -.,,: ._ .. !«',' -~.:. 't···. · ... ' .... , _wills which! nave previously made~ .. · .. , . '' <'.•:.: .: ... '·"" .• • .• , •. t . "': . ' ' . '.: ; , ·. ·.''" ·.··:.:>~{;ti,·: :' . . · .. -\-' :·· '· ,.:. . •' ~--.. .-'\.-. ' ··•. :.:, · ITEML · ·, · .. ·.-:I direct that the:e~pen~~,-~;:~Fmy,last:illness ·· . r'.' ' ' . -~··., •• ,. • . • ~:~_', • ' I ' , . . · .. a"nd funeral be paid from my est~te as soon as practicable':~ft"e'r my death. : .··.: ..... ·. . -~ ·· ... .-.. > :· :• . -: = .. ' :.: ' . . . . ~ .· i. . ..-. ~.-·' .'.:_:·-:··. :, ' ;', . ~ ._._;. . ITEM.II. · 1 give. ~11 my".Je~elr;,·. cloth~'ng arid articles . ', ··-.. ;. ~ ,' ·,· ··:::- · ... '• . :,.;·"' #··· '·, '. . of personal use.and ornament toAnne.Baker Weimer.'··-~b.d:rg~veto.her, _,:_. · .. ·also; any automobile which Im~ay o~n ~fth~ time ofmy.death together with ,. >.::•. ' '··all: ins~rance thereon:· if she su;vlves m~; if ~~eJf~·ils t6sur;ive ~e then .. ·_-,._ . ·. ",. . . :. . ~--. :'•. .. . .. _,:·:. ' ' ' .. ' ... .,·· :' :· _. .... . ~ . ' ~: .. :'all such artiCles and insura~ce thereon\~ give ,?devise,ahd beqti.eath tq · · ·• . ' . ·, ' ! : ., ,,:::._ ...... . ·:r~ .. '•''r.:··~ ..• J :; :· •• > ~:· .. ·.·. ·... ; . : Walfer ]3aker w.eime~·. ··our son,· , . · .. ·:•:.\0';;:~. :• : . . . ·: · . ' ' ', • 'f .:• '•: •; ' • • ' '', :.;:' '• ' ?' .',,, -~·;, ''• ·,> "·'I I·,,'./,'~ ·, .. ·· . >.··:: _: :.1. . ::·-.-:_· . .-.·:: ~.\:.:·:·~ ;:· •: .•; ;,.\ ·:··\· ,'' ·· .. ITEM.IIL ; ·: . . : : ; .. ~ '; ,', · · .J give, ·deviseanq l:)eque~thto Walte-r Baker .. ·.. ,. ·:, .. .... :,·· '· • t • :' ---~ ~:_.· • . :Weimer any and allreal··~statewhich.I may.b~na:tthe·.vm~'ofmy,death~.· ,· ~ .., '·· /.'· ·: . ~-.. ·; :·-l-' .· .. :·,:·· ,_.,_. ' ... , '.,-· . :.··, .'~ ... ··ITEM. IV.: .. J make .. m) -substantiai pr~yision f:o~ Amy Azme . .. · "·Weimer Ritter, ou~ daughter; or J. Duncan Kniseley, se>n·ofour deceased· .. , • , , , •. , '.• ' , ,_._. ' ,-.···.· • I • , : ., :,'· .. ': .:·,.·, ... , • :. ' ·. , . • • . ·· .... .' . 1 ·· · · daughter Julia Weimer Kniseley,·. they having bee.ll ·almnd~ntly proV:icted for .. ·,. .. • ....... ,. . ,· ·,· _; ., ' I \• • . • ~ 1 '''•: .:.' '' : prior to rriy·death~·' r give andbequeath tqA~Y·Anhe WeTln.er Ritter and to· ' ' •, • . :, .": i:· . ' . '·, ' ',~ • ' ' •' . " ';, .. :.' , ' •' ' .::. '.-: ' • ' • "'. \' ;·_.,··.' ' ~· •I' ' ' ,' I • ' ' ' . ···:< ' : ·~ ...... ! J •• Durlcan K~iseley, t~ ~~·n of ~0 h~1rt<~t~~ 2.>0.r,~,o) .?~~ifjjr,~;ch, •. wi<h the . : __ ~/: .: . . ,' '· .:'.·:· .· r!=quest that ea~h pur¢has~e sc>riie .. ·P~rcson~,l.~~~J::t:l:;a~s. ~ ,tpk,~:c>~: rnY)ove and .. . . ~ffectionfor t~:;;.. r }' ; '· .• . " ;:Ai7<'i;::\i';~~j:1:\\i~('~};E' '.-'·/• ;'I "••,'• - . .',",I ,< ; -" ' . : ·: ... . .. -~.: ~ .. ': ... : .. :·'.,.:.::.:::~.\. >Si:·· : :/: :.; .. ;:_::: :: :/ :: .. ::. ·. .· .. ~. . .. :. -~-·.: '0 >' ,••:•-'""',, M:'.,"' .. ""• )' ,,• ~ .'· .· . ·: . .' __ .. · .. .·~ ·. ·'._:· 1 l I :j t . !' .~ .i ' ··.! I ' I I f• ··· .. I . f ·. ,i j i . ~ ._, I i "I I i I ! ' ,, ' < ' ,•, ', '', ·_.. •.' '. ) ' .. ·;'·.·' .'··:.··: ·~ '~ ' .'·• · .. ··· '~ .· : .. ' . ~-~ . . ' . ·•' ~-. '• ·-'' .·· •'' ··' '. .. ~ ·.: · ... '' , .. ITEM-V. : .' ····:-.' ., ....... . · .. -_.< ... · .. ·.· ;: ' · .. : ... •.', '". · ... .:.. ~ : ' ', . .,, ' ·. ·.·· .. .. ·'. . . ' . ' . ,,·,· '·····.· ·. I direct that any FederalEst~te Tax, Perinsyl ~ '. : . · ..... ;_..,:· ITEMVI •. ·.-AU the rest,' res_idue ahcl.r~rri.ainder: ~f my. .· ,•' ..... , ... ,· ~ .. . .··-~ ••.. · ..... ~···, ~. '·-~;··_!.;, ·.' .. . <estate~-I give~ devise and bequeath in equal shares to,Ap.ne Baker Weimer,. . . . . ... '· . •, •, ..... \ ;.: . -/.' >·· -~ .' -~.'::.·::< ·., .'.my-wife,_ anclWalter Baker Wei~er, ·our son; :if either~:.C>fthem .. precie~eases. V. . . . . . . . .'• , .. ·· . .' ... .' ., .. ::.: ·r:_...,.···,.,:· . ' '• " o • ' ' '; ' : :·., \ ' ',' •,' • 'F ;.•: ~ ' " ' . me ·the.n·I ·.give I. ct'evise and bequea?ui this ·entire. resicl~e tP.·::the ·:~urvivor of .; _·. ~ ·.' . . . . . . ·-. ' . . . ~ . . ... '. ' . • • • ,·: ••• • ' .. '. ~· -.:... • • •, • .. .> ... ' • ', ' • .... '' • .• ::_. I. "~·:,:,,,, ·:-'.:.'.,,. ' ,'., • .. -. . • . ,-:.,... :: .. "-:::~ :; .. :>,• •. ' . "·· . ..~'<. ' . ,· ' ., . ·. :~: : ..... them.·,·-· ... · .. . ---1 .. _: --·· ITElVlVII. · ··< .. I nornl.nat'e,-:-constitu~e_'·a.~:df:~PJ).oi'ntthe Union.-· · :N~tional' Bank of Pittsbu~gtL P~ .. nn~y li~nia~-~u~ce~-~~of. ~;~J~tee:;as ._to anytrusts · -. ... ' ' ) ._·::·._.··; ' ,• . ·:· ·\; \ .. · · ... :: ' . ',· ·,· .. ... · ·., ,.. .. . ·."" : ~-' ' .''::· .. •' . . , ... '\ . ·.' ·' ... . '.• .. :--'. ', "·~-... .. ' . .:·,.· ...... · -~· ,. •, ' ·· ... , ·. ,:·.· ··., . in-whith i may be trustee' at th.e time 'o,f my deat~for o¥fira:nci'chiidren and - -•.-_-_.··_:_:a~y-o_f_ ·_the_m_ -~ · : .·_~> . ?.-. :>: : '\ ,\ ·-·.:·.·~:-:~;·_f.>;.·· .. _. · · . <' . ' .. , .. ~~-• ·, '' .. :.;. _..,. ''. ·, ,-:. ITEM VIII. . . 'I nom:i;nate~· ··.constitute 'and appoirh Anne.· . . '• ... ... . . . ·,· ,·. '' ·, .' " -~ : '• : ·, Baker Weimer,< my· wife,· andUnibn Nationai .:Satik ~.f'Pitt~phrgh~ PEmnsyl- •·. , •. 'va~ia, E~~cutrix and Exe~uto; ofihii ~ill.< 'Sho~lcii~~"Bak~; w~imer; . .. : ·,.·, ;0;·:~.~ ·;~1~~~ n. ' : October, 1963. ·. . . ' ~~ ~£})~~, D "d P ·w .. _--J ·-. J.,... ul . . _____ ~· . . • ._ ,_: _a,v1 . _. _ e1mep,_.. r •.• ·\ -. ___ -_ · · _ l ' . . ,: .... ~.'. .. ."~'' ·-~·:.,:·':-t-·::._·.;.i:':.l?:'~:.·.~·,:·. <'. ·; .... · Signed, ·i:iealed, published and declared by the ahov~ na'ffi.ed David P. Weimer ·· · . ·. -~--Jr~, as and for his last Will and Testament, in•.the pre·serice ·of us, who, at : ·.-' . .-.': .':. --~-·.: · his request, in his presence and in the presenc~·of·eac.h,:qther;: have hereunt .. ; :.: i . · ....••. ' ·····(~2~'~•es·~~",T'~~Tses~~~i~~~ii£~/t .If··'.··. · .. ·.•· ?:/a-'fd?fJ~ . . . ·,·.~ ~-Jb .. ~-0 ~ ··w:~tnes; ·:. ___ , ·. :~ ·• · .. t;::_ •. ; __ : .• :-_',\~t~:~~~-i~~-n~-~r: .. 7,~f~-~(~.<'<·-;_:.::-~:;:;): __ .(~ ·. ·., -· -• ,",•,. . I I ' .. , ,. ~3-t 7-/f'JO 1\ftWautt ®f fxrmtnr ®r ~A~~Ufstratnr ~tatr nf Jruunyluania t Qtnuuty nf lltllan~ing~nn J lili: Personally before me, the und-ersigned authority, a ______ JJ._o_t~cy-.P.1!:0li~L ______ in and for said J. DONALD PATTON, Senio:r Vice President of _ County and State, appeared 'l'HE-·UNftm·-N:ATIONJ!tt···Bf.tNif·"OF--PI'r'fSffitRGH---------.. who, bemg duly sworn·according to law, deposes and sa.ys that he · is the executor or~JU!& of the es- tate of _________ .Da3li.d __ :E_. ___ Weiw.e.r.,. .. Jr_._,. ________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of D.av.id. . .f .. ___ W:e.im.~;r_, ___ Jr .• , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal ,estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor ~ day ;:.~~ and s~:::ribed be 1 f 9 ore ;~this .... /.~ ...... } ·-~~~ .. U~~~V~ ... ~~ .. ~.~~~.~~~~~~. _ ·~ ....... · .................. ~ ................ (J Executor.mm~ ~.:~lb~~n::::;·!•· !!~~:!:~: INSTRUCTIONS 1~Y CJi'W1ii\~efdt~W~~~t ~J9Hled within three months after appointment of personal 11epresentative. 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 Copies 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 '' '· . 31nurntnry anb 1\pprailitttttttt of the goods and chattels, rights and credits which were of .Dav.id .. P. ..... W~mer., .. Jr .•. ,. .. Tie.c.eased, ...... late of ..... ~~ ... M<?.YA~ .. ~t.~A;:?~.QP ................................. .. Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS See attached schedule $.32,995 52 -. .. r ~ ;. ,II(' I ·' ' "rl ;:;. t? "' ~ ;.::: ~ i . P• .... ;:: p. .... .: ~ "' h::l ;:: :. .... ~ 0 "' ~ "'=! trl ~ ..... ;:: t l3 trl ~. (1) Vl ::t. H ""l 'P ::t. ...,.. J, ~ ""l } trl H "' ·' ~ 0 ~ 'P ~ "' ..... b ·~ ) .. ~ ·. \0 (!) h .,., .,. : --· p. • INVENTORY of all real and personal estate of DAVID P. WEIMER, JR., Deceased, late of Le Moyne Avenue Extension, South Strabane Township, Washington County, Pennsylvania. PERSONAL ESTA'rE SCHEDULE The Union National Bank of Pittsburgh, Washington Mall Office Checking account Funds Deposited Contents of wallet Petty cash a/c at residence Aetna Life Insurance Compa~, Group Coverage through Universal Cyclops policy #GHC 9772.35 Hospital Medical Services Benefits Refund on Medical Claims less payment due by estate Aetna Life Insurance Company Return premium on policy #X2 .39178 Washington County Motor Club Refund of 1969 membership dues Stocks $491.69 198.49 100 shares Canadian Alu.mi.na Corporation, Ltd. 25 shares Climax Petroleum Corporation Capital 200 shares Chemway Corporation Common @ 14 11/16 Dividend of record .3/.3/69 250 shares Commonwealth Oil & Gas Company Capital 100 shares Cyclops Corporation Common @ 41 15/16 Dividend ex-date .3/14/69 (Worthless) (Worthless) (Worthless) 9 shares The Dale National Bank, Johnstown, Pennsylvania Common@ 124 $ 2,000.04 .38.82 51.60 24.00 29.3.20 5.95 .3.48 o.oo o.oo 2,9.37.50 10.00 o.oo 4,193.75 45.00 1,116.00 *. Stocks (continued) 2, 000 shares Hard Rock Mining Company 1 Capital '' (Sold) ,, 1,000 shares Marpic Explorations, Limited Capital (Worthless) 45 shares The Moxham National Bank of Johnstown Capital @ 34 12 4/8 shares Richwell Petroleum, Limited Capital 3 shares Pittsburgh Coke & Chemical Company Common @ 92 1/8 · 47 shares Salix State Bank, Salix, Pennsylvania Capital @ 35 106 shares The Union National Bank of Pittsburgh Common@ 42 Dividend ex-date J/18/69 189 shares United States National Bank in Johnstown Capital @ 35 Dividend of record 3/5/69 50 shares Werner Continental, Incorporated 4 3/4% Cumulative Convertible Preferred @ 15 Bond $500 par value Washington Trotting Association, Inc. 6 1/2% subordinated sinking fund debentures dated 9/1/62 due 9/1/77 @ 76 Miscellaneous 1967 Ford Mustang Convertible 1937 Mercedes Benz Convertible Antique Household goods (Sold) (Sold) Lionel Train Outfit Jewelry None None REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSn. VANIA 1.00 o.oo 1,530.00 No Value 276.38 1,645.00 4,452.00 37.10 6,615.00 56.70 750.00 380.00 1,500.00 600.00 3,733.00 400.00 300.00 $32,995.52 $0.00 $0.00 / '"• •- .. I ~ . .f r ~- d, . '1 .,.~ .• ·...,;t~ II IV.._ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA NO. U3 -.(:: '/-J.f-8 D ESTATE OF DAVID P. WEIMER, JR., DECEASED FIRST AND FINAL ACCOUNT OF THE UNION NATIONAL BANK OF PITTSBURGH EXECUTOR BALANCE DUE-$24,307.72 ... -----:.: • . -:: :::v c::.: > rn ::::n. .. , ____ (f) 0 c: <--::> ; --~ ....,_ --(/) r-, I -(J) (, j "'-1 2: --! r r·.~ • :-__, .• l r 11 . -;2 ;~ . --~ C~J -:i:\1\~ _ _ -~-n ~---::~"' C),~.;JJ .If.' I~ ;~J}•:,-, 0 --~t:. ·_, . ········ ·-···-'··········--·-··········/·· ·' 17) tne wntiu: .iitiucililtz or~~t1JUt6Q r:o Cite (Jourt. -u r----"' ~r oon_rirmatt~. Ui o c...-, )II ~~ _ fitKiiBtllr and It 0. (J. -William McC. Houston, ~- Houston, Houston and Donnelly 1128 Union Trust Building Pittsburgh, Pennsylvania 15219 (471-5828) '[/___ ') ~ 0 -') ~. JrORllol 1t'40A. or~-r: ;s-s::--CP~ Y £> \ t·~. :.~t'n;l:f.:J.'l (}\}l.Ji';ty, u0. I do oeri~!j:y ~~hat I hc1ue given !eoa.J ni'!tfa2 to l~lf .t:.'f.~,_;-::r rJ vonoernefl o_r ::he .. filiNg o,f the ~ofthln (;cr~;:n;t' i5; -~f!-:J ;:;;{u:not Lj··e..- t(·tlf.u~d bfJ 8·t,J.tt{ie and Pijle o .. / Ccu.n-·t, t~(; eufd }!jC:Jd tu tJrot./~ ~i:.:r<:ftff!!<Jti i:o No. (0'3-'?D.....rJL/0 l;c/ift•.:'l'~ -~ .. , ,·, 7'/(J (!iii~ c•-;:;,~r-,1 o·:·;J .'1-i•:• 3 {) tt.. ,!)'·•l •J-~-;o1_(i ·'·· .. -· . -""· /) ~ 1\()CJM • ·-·~!&~·~·---~-!ll:ui:.,tcr al ~'/iil3 .~ r ;~ ••.• ..-!If ., ·\ . IN THE COURT OF COMMON PLEAS :OF WASHINGTON COUNT'Y, PENNSTI..VANIA ORPHANS' COURT DIVISION NO. t, 3 -(, ~-If-3 0 ESTATE OF DAVID P •. WEIMER, JR., DECEASED FIRST AND FINAL ACCOUNT OF THE ·uNION NATIONAL BANK OF PITTSBURGH EXECUTOR 17111 October 7, 1970 PRINCIPAL Receipts Disbursements INCOME Receipts Disbursements SUMMARY SCHEDULE A PERSONALTY Pages 3 -6 Pages 6 - 9 SCHEDULE B PERSONALTY Pages 9 -10 Page 10 BALANCE BALANCE NET BALANCE The Balance Consists of the Following: Principal -Personalty Stocks Chemway Corporation 204 shares Common Inventory value Received as a Stock Dividend (See page 4) Cyclops Corporation 100 shares Common Inventory value 200 shares ___!! shares 204 shares 2,937.50 o.oo 33,160 64 10,336 47 1,578 25 94 70 2,937 50 4,193 75 22,824 17 1,483 55 24,307 72 c.-- . . . •• •• ESTATE OF DAVID P WEIMER JR DECEASED I ,, Stocks (continued) I ! Richwell Petroleums, Limited 12 4/8 shares Capital I I. Inventory value 0 00 7,131 25 ' Bonds I I I United States of America Treasury Bills $10,000 dated 9/3/70 due 3/4/71 I I Purchased 9/3/70 9,671 00 ! Distribution (See Exhibit No. I Page 11) 5,933 00 Cash on hand 88 92 . 22,824 17 --I Income -Personalty Cash on hand 1,483 55 24,307 72 L. I I I I I I I ! . i I I i -2-I I I I 171. A I ' 0' ESTATE OF DAVID P WEIMER JR DECEASED I SCHEDULE A PRINCIPAL -PERSONALTY I RECEIPTS I I 1 9 7 0 i June 9 Inventory filed 32,995 52 (_ Additional Assets 1 9 6 9 : Sept. 5 United States Diversified Industries Corporation 200 shares Common Stock 0 00 1 9 7 0 I Aug. 17 Sun Drug Company I 7 shares Common Stock at $1.50 10 50 I 10150 I ; i Purchase of Assets Bonds United States of America Treasury Bills 7/10/69 $13,000 dated 7/10/69 due 1/8/70 12,519.65 1/8/70 13,000 dated 1/8/70 7/20/70 · due 7/9/70 12,474.80 12,000 dated 8/31/69 9/3/70 due 8/31/70 11,913.60 10,000 dated 9/3/70 I due 3/4/71 9,671.00 46,579.05 Cash disbursed for purchase of the above assets 46,579.05 0 00 Withdrawal -Bank Account Withdrawn The Union National Bank of Pittsburgh Washington Mall Office Checking Account No. 74410944 4/8/69 2,000.04 Inventory value 22000.04 0 00 I , I ' i : I I I -3- I I I 1 9 6 9 Ms.y2 May 6 Juiy 2 ESTATE OF DAVID P. WEIMER, JR., DECEASED Stock Dividend Chemway Corporation Common Received as a Stock Dividend 4/20/70 2% on 200 shares held 4 shares Sale and Conversion of Assets Without Gain or Loss Proceeds sale -$500 Washington Trotting As,sociation Incorporated, Subordinated Sinking FUnd debentures, 6 1/2% dated 9/1/62 due 9/1/77 at 76 · 380.00 Inventory value 380.00 Proceeds sale 1937 Mercedes Benz Convertible Antique Inventory value Proceeds sale -9 shares The Dale National Bank of Johnstown, Pennsylvania Common Stock at 124 Inventory value Proceeds sale -45 shares The Moxham National Bank of Johnstown, Pennsy 1 vania Capital Stock at 34 Inventory value Proceeds sale -47 shares Salix State Bank. of Salix, Pennsy 1 vania Capital Stock at 35 Inventory value Proceeds sale Lionel Train Outfit Inventory value -4- 600.00 600.00 1,116.00 1,116.00 1,530.00 1,530.00 1,645.00 1,645.00 400.00 400.00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 ,.,,. " ESTATE OF DAVID P. WEIMER, JR., DECEASED i Sale and Conversion of Assets Without Gain or Loss (continued) 1 9 7 0 Jan. 8 Proceeds maturity -$13,000 United States of America Treasury Bills dated 7/1/{69 due 1/8/70 12,519.65 Purchased 7 10/69 12,519.65 0 00 July 9 Proceeds maturity -$13,000 United States of America Treasury Bills I dated 1/8/70 due 7/9/70 12,474.80 Purchased 1/8/70 12,474.80 o oo I Aug. 17 Proceeds sale - 7 shares Sun Drug Company I Common Stock at 1.50 10.50 I Received 8/17/70 10.50 I 0 00 i I Aug. 21 Proceeds sale -2,000 shares Hard Rock Mining Company Capital Stock at 1.00 1.00 Inventory value 1.00 --0 00 Aug. 31 Proceeds maturity -$12,000 United States of America Treasury Bills dated 8/3~69 due 8/31/70 Purchased 7 20/70 11,913.60 11 2913.60 0 00 0 00 Gain on Sale of Assets 1 9 6 9 May 12 Proceeds sale -3 shares Pittsburgh Coke and Chemical Company Common Stock at 94 1/2 283.50 Inventory value 276.38 7 12 June 5 Proceeds sale -100 shares The Union National Bank of Pittsburgh Capital Stock at 42 1/2 4,250.00 ' I Inventory value 42200.00 50 00 I ' I : -5-I ' I I ' I I I ' ' I I ' I I I ,.,, ... ESTATE OF DAVID P. WEIMER, JR. I DECEASED - I ...... Gain on Sale of Assets (continued) I 1 9 6 9 June 6 Proceeds sale - 6 shares The Union National Bank of Pittsburgh Capital Stock at 42 1/2 255.00 Inventory value 252.00 I .3 00 I I July 2 Proceeds sale -189 shares United States National Bank of Johnstown, Pennsylvania Capital Stock at .35 1/2 6,709.50 Inventory value 62615.00 94 50 ' I I 154 62 /I -· ; I . I .3.3,160164 I I . DISBURSEMENTS Family Exemption I 1 9 6 9 June 17 Anne B. Weimer, spouse 1,000 00 Administrative Expenses 1 9 6 9 April 10 Register of Wills of Washington County, Pennsylvania Cost of probate of Will 2.3 50 April 11 Register of Wills of Washington County, Pennsylvania Cost of 10 Short Certificates 10 00 April 17 Commonwealth of Pennsylvania, Department of Health, Bureau of Vital Statistics Cost of .3 Death Certificates .3 00 . April 22 Mellon National Bank and Trust Company Transfer fee for registered bond on $500 Washington Trotting Association, Incorporated .30 May 22 Advertising Grant of Letters Testamentary Washington County Reports 14 00 . I Observer and Reporter 14 00 I June .3 Joseph Gilmore, Jr. Appraisal fee for household effects and jewelry 60 00 ~ I : I -6-I I I I I i I ,,., ... ESTATE OF DAVID P. WEIMER, JR •• DECEASED -. Administrative Expenses (continued) I 1 9 6 9 -July 23 Register of Wills of Washington County, Pennsylvania Cost of Short Certificate 1 00 Oct. 13 The Hanover Insurance Company I Cost of bond of indemnity for 100 shares I Chemway Corporation 72 00 Nov. 10 Register of Wills of Washington County, Pennsylvania Cost of Short Certificate 1 00 ; . 1 9 7 0 April 16 Register of Wills of Washington County, Pennsylvania Cost of Short Certificate 1 00 May 11 Register of Wills of Washington County, Pennsylvania Cost of Certified Cop,y of Will 5 50 June 9 Register of Wills of Washington County, Pennsylvania Balance due on Grant of Letters .Testamentary 9 00 Cost of filing Inventory 8 00 Oct. 7 John H. Davidson, Jr. for Estate of John H. Davidson, Deceased Attorney's fee 1,650 00 The Union National Bank of Pittsburgh Accountant's compensation and services re Estate Tax preparation and settlement. 1,900 30 I Expenses in re sale of securities 18 56 3,791 16 Loss on Sale of Asset 1 9 6 9 May 2 Proceeds sale -50 shares Werner Continental, Incorporated 4 3/4% Cumulative Convertible Preferred ' Stock at 13 1/2 675.00 I Inventory value 750.00 7 50 I I I I I I ' I I I -7- :I ' I j I 1711 A -' ! ESTATE OF DAVID P. WEIMER. JR. DECEASED --- I Preferred Debts i 9 6 9 April 10 The Western Pennsylvania Hospital Hospital expenses 3/14/69 to 3/18/69 491 69 . I Anne Baker Wei'mer-Power-of-Attorney Account No. 6445 Funds transferred to income as reimbursement for various nurses paid during March, 1969 327 50 May 16 Piatt Funeral Home I Funeral expenses 2,777 60 July 23 Kurtz Monument Company Payment in full for headstone 105 00 3,701 79 c__ I Other Debts I 1969 May 22 David L. Sumney Payment in full for personal services rendered during July, 1966 367 05 I June 12 American Express Company I Payment of final bill 11 50 I i June 27 Malcolm L. Morgan, County Treasurer I 1969 Washi'ngton County Personal Propert,y Tax 1 52 July 23 Pankopf Ford Sales, Incorporated Balance due on air conditioner 62 60 442 67 c__ Removed as Worthless I 1 9 6 9 I July 29 Canadian Alumina Corporation, Limited 100 shares Capital Stock I I Inventory value 0 00 I I I ' Climax Petroleum Corporation I 25 shares Capital Stock I Inventory value 0 00 I Commonwealth Oil and Gas Company I 250 shares Capital Stock Inventory value 0 00 I I Marpic Explorations, Limited ! ; 1,000 shares Capital Stock I Inventory value 0 00 : i ' ! I I -8-' l i I I 1 9 6 9 Sept. 5 1 9 6 9 June 12 1 9 7 0 June 9 ESTATE OF DAVID P. WEIMER, JR., DECEASED Removed as Worthless (continued) United States Diversfied Industries, Corporation 200 shares Common Stock Received 9/5/69 Other Taxes Russell Marino, Agent Payment Pennsylvania Transfer Inheritance Tax In full $2,050.00 at 6% On Account Administrative Estate $17,000.00 at 6% Less: 5% discount Russell Marino, Agent 123.00 ' 1,020.00 1,143.00 57.15 Additional payment account Pennsylvania Transfer Inheritance Tax $4,000 •. 00 at 6% SCHEDULE B INCOME -PERSONALTY RECEIPTS Dividends -Stocks Chemway Corporation Common 200 shares 6/16/69 -12/22/69 204 shares 4/3/70 -9/17/70 C,yclops Corporation Common 100 shares 6/30/69 -9/30/70 -9- 30o00 30.60 ,.,, ... 0 00 0 00 1,085 85 240 00 1,325 85 10,336 47 60 60 280 00 1718 A ·' . . -- . ESTATE OF DAVID P. WEIMER, JR., DECEASED (continued) I Dividends -Stocks The Dale National Bank, Johnstown, Pennsylvani13: Common 9 shares 7/2/69 I 18 00 i The Moxham National Bank of Johnstown, Pennsylvania Capital 45 shares 7/1/69 22 50 Salix State Bank, Salix,. Pennsy 1 vania Capital 47 shares 7/7/69 32 90 The United States National Bank in Johnstown, Pennsylvania Capital 189 shares 6/16/69 56 70 Werner Continental, Incorporated 4 3/4% Cumulative Convertible Prefe:rred . I 50 shares 5/7/69 10 09 480 79 Interest -Bonds Washington Trotting Association Incorporated 6 1/2% $500 3/1/69 -5/2/69 5 51 United States of America Treasury Bills Accumulation on $13,000 to 1/8/70 480.35 13,000 to ~9/70 525.20 12,000 to 8 31/70 86.40 1,091 95 1,097 ~6 1,578 ~5 I i I i i DISBURSEMENTS i I i I I Administrative Expense • i I ! I 1 9 7 0 I l Oct. 7 I The Union National Bank of Pittsburgh I I I Accountant's compensation 94 ~0 ! I I I I I -10-I I I I I I ESTATE OF DAVID P. WEIMER, JR •• DECEASED EXHIBIT NO. I Payments on Account of Distributive Shares Principal -Personalty Distribution in accordance with Item II of the Will Anne Baker Weimer Delivered 6/3/69 1967 Ford Mustang Convertible, Manufacturer's No. 7T03C267680 1,500 00 Household Effects and jewelry 4,033 00 I Distribution in accordance with Item IV of the Will j J. Duncan Kniseley Bequest Cash 8/22/69 200 00 Amw Anne Weimer Ritter Bequest Cash 7/28/69 200 00 5,933 00 c._ I • i ' I I ' I I I I t I -11-I I I COMMON~ALTH OF PENNSYLVANIA SS: COUNTY OF ALLEGHENY J. DONALD PATTON, Senior Vice President of THE UNION NATIONAL BANK OF PITTSBURGH, the above named Accountant being duly sworn according to law deposes and says that Letters Testamentary were granted to THE UNION NATIONAL BANK OF PITTSBURGH and advertised more than six months prior to the filing hereof; 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. Sworn and subscribed before me this ____ J..;;.(p_-e_a. __ day of __ --15~~-.....;;.-----' 191a. Notary Public CLAIR A. NEWTON, NOfAR'( PUBL.Je PITISBURGH, ALLEGHENY COUNTY REQUEST FOR DISTRIBUTION !MY COMMISSI0'1 EXPIRES FEB, 21. 1972 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. THE UNION NATIONAL BANK OF PITTSBURGH BY &~c:/li:, Senior Vice President r-----------------------------------------~/-=--~~----------------------------~~~~-------' .;.· Washington County· Reports 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CoUNTY OF WASHINGTON f STATR OF PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodic~! for said Washington County, published wee;kJy having its place of business at Washington, Washington County, Pennsylvan.ia, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COl'NTY REPORTS was.established on March 31, 1920, and was designated as the official legal publication. for Washington County, Pennsylvania, by order of the several courts 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 published, which appeared in the said legal periodical in its regdar issues on the following dates: ............ AP.r.il ... l7.., .... 24.,. ... l.9..6.9. ..................... _ ............. .Ma.y. ... 1., .... 19.JJ.9. ................................ , .......... . Sworn to and , ....... l~day of... ......... ~1a:y. .............. , ........ , 196 .. .9. .. . ....... 12.-:tt..d.~.e..L?. · ..... / N ry Public KATHERINE C. YARD, Notary IO Washington, Washington Co., Pa. My Cw.~Jb:o(on Expir·es t-:~ ';!·~hOJ ·: 1 .il}:;~} Estate Notices The Register of Wills has granted letters, testamentary-or of administration, in the •. following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••• 0 ••••••• WEIMER,. DAVID P. JR., a/k/a DAVID PALMER WEIMER, JR., D~~ . Late of South Strabane Township. Washington County, Penna. Executor: The Union National Bank of Pittsburgh, Fourth & Wood Sts .. , Pittsburgh, Penna. · .. Attorney: John H. Davidson, 231 Washington Trust Bldg., Washington, Penna. 15301 Observer -Rlporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertis,ing Act of 16 May, 1929, P. L. 1784, ws amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appear,ed before me, a Notary Public in and for said County and State, ....... gi..c;_h~.!'.Q .... ~-~ ..... gg_~-~-D ... _ ............. , who being duly s:worn according to law, deposes and says that he is the .... §.~-~J-~.'t~XY ........... .. of the Obs:erver Publishing Company, a P.enns:ylvania corporation, and its agent in thi's behalf; that the said Company is: the owner and publisher of the Observer-Reporter, succ:essor to The Washington Obs'erver, established Se~p:te~6Jll~ 18, 1871, and The Washington Reporter, established August Hi, 180B, a daily news:pap:er of general dr'culation, printed and published and having its.' place of bus,ines'S at Washington, Washington County, Pennsyl- vania, where it or its prede,ces,sors have il:Jeen established and publishied continuous'ly for more than six months: prior to the publica;tion of the notice hereto autached; thwt the printed notice or advertisement hel'eto attached is a ~copy of an official advertisement, official notice, legal notice or legal advertisement, exactly a:s printed or published in the Obsterver-Reporter in its regular editions on the following date or d~ates; .. , .................................... , .. . ................................... ~J?.rJJ ..... 1A., .... _?.L ... ~.~~ .... ?.~,,__ .. J.9..§.2 .......................... . that neither tb!e affiant nor the Observer Publishing Company is interested in the subject matter of s:aid notice or adveltising and that all of the aHega- !~n~~~!. this affidavit as--·t·o ... t-~~ .. ~i~-et;;.{:;;;_~adt?:::;:ti-~~ Sworn to and w. 8.6752 r '"~"~~~~~~~lPU:l:69 lo/ASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 , .. ~tt t4~ <trnurt nf OJnmmnu Jl~a.a nf llan4iugtnu Qtnuuty -®rp4ann' Clrnurt iitrininu .. In the m!litter of the Audit of Account in N o .. _ _::{p'----'3=--·---=G_...C[_-_4--=3::....::o=-----f..ll.(b}+l-'-' __ TO THE AUDITING JUDGE: Enter _ ___,· .. ,_· ...!..M~Y~-.-___ ---'appearance for ot== PA- N. B.-Counsel shall, by separate paper, present a concise statement of each claim, w.ith supporting calculation of any interest claimed. Objections to an account as filed, shall be concise 1 y stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J ~ 1-+ ""' 0 :::: Q) .., t;j oil ~ ....., rn ~ l'il .s ~ ::+. ....., ~ ~ }- ::I 0 - <l <l 0 < ~ ""' :J ~ 0 0 r;.. <( ~ C t I -~ \') \ ' t....... t~ .• """'l rr. ) '1 \ JM i 2 \ P \' ~ .a-4 ~ ~ ~ r J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. IN RE: ESTATE OF ORPHANS' COURT DIVISION ) ) ) ) No. 430 of 1969 DAVID P. WEIMER, JR., ) ::'5 Deceased. z < > ..I )o m z z Ill a. i ~ BEFORE: 1!1 z :i: Ul ~ ti APPEARANCES: a: ' ... Ul Q ..I < ~ TIME: :I ., ~ 01 ui a: THE COURT: l!! a: '· ) ) - '' THE H;ONORABLE P. VINCENT MARINO, JudgP. of the said Court. WILLIAM McC. ij'OUSTON, ESQ., of Pittsburgrt., Allegheny County, .Pa., representing the Accountant. Thursday, December 17, 1970., at 10:00 o'clock A.. M. ,~ EST. · Number:430 of.1969', the estate of David P. Weimer, 0 a. Ill 0: Jr., deceased. The Executor is Union ~ational Bank of Pittsburgh ~ :I 0 u ~ u ii: ... 0 and the attorney is William ·McC. Houston. Is Mr. Houston present? At the request' ~f c,ounsel' this audit Tis continued. by the: Court to Monday, December 21 at 10:00 o'clock, wbich is next M~nday. · Is there anyone m· Court at this time interesltt:!d in the estate of DavidP. Weimer, Jr., deceased? ( NO RESPONSE) THE ·COURT: . The audit is continued as stated. ( AUDIT CONTINUED ) ·~ • .. q (~ e ! l hereby cert"ify tb.at the proceedings and evidence are < . z . ~ c::ontained fully and accurately in the notea taken by me ou the hea,-ing o! g ~tbe above cauae. and that thia COP1.1s a correct transcript of the •ine. Ill D. i e I!J z i Ul ~ ..,: 0 a: 1-Ul Ci .I < u •, Ci :I "I The foreping record ot the proceedtnga upon the bearing ~ N . aiof tbe above ca...se iB hereb1 approved and directed to be ftlecl. It: Ill l-It:' 0 D. Ill It: l-It: :I 0 0 .I < u ii: II. 0 .· . ,- J. / .I .-----------,-,.,-----.,.-----------------~----~--~-~ -------------.....----- 1 -.t -) IN THE COURT OF COMMON PLEAS OF WASHINGTON COU_NTY, PENNA ORPHANS' COURT DIVISION IN RE: · E:Btn~7.'DRFOF 430 of 1969 DAVID P. WEIMER, JR., ) ) ) ) ) ) ) ~ Deceased. o( ~ IIJl ~· Iii Ill. i .i". . . HEARING ON CONTINUED AUDIT e BEFORE: THE HONORABLE P. VINCENT MARINO, Judg of the said Court. C) z i IIJl ; t APPEARANCES: i WILLIAM ·Me C. HOUSTON, ESQ., of Pittsburgh, Allegheny County, Pa., representing the Accourtant . .. II E ~ ij a TIME: ;:) '"l :t I~ dll ui I " Monday, December 21, 1970, at 10:00 o'clock A.M., E~':f'. ,~: 1111 MR. HOUSTON: l ~. May it please the Court, I am William Houston 0 a. 1111 a: 1-" a: ::t 0 IJ ... cr: u ii: ... 0 ., -t • 1-from Allegheny County, substituting for John Davidson in the estate • h of David P. Weimer, Jr. I have a Petition, the Audit Petition here which has been signed by ilh Donald Patton, Senior Vice President of Union National Barik of Pittsburgh. His Affidavit is appended. My Praecipe has been filed. A copy of the Will is attached to the Petition. A copy of the Inventory is attsclled. The Proofs of Advertisement are of r·ecord. There are no liens. There are electipns signed by the beneficiaries W1 ich are attached tothe Petition and a copy of the Federal Estate Tax Return is filed of record. The "• . " • '• l ., \ :. ·~ . t . taxes have all been paid except the balance due , ·of course, on the Pennsylvania Inheritance Tax. There is ond.y one question. Last summer a chec!k a for/$200. 00 legacy to .P1my Anne We.imer R~tter was mailed to her with the receipt. She's never returned the receipt, despite requests on several occasions. I suppose the best solution would be actually < z < '~ > . . to dec.-ree .that $200. OQ to her in the Decree and if she fails to '. Ill z z .Ill II. i 0 II-C) THE COURT: .Are. there any outstanding claims of any kind? ' I"J •• z i Ill < .. . -. . .. MR. HOUSTON: No claims. 3:: ti THE COURT: Now with;respect to the Federal Estate Tax, he: s a: ·I-Ul Q # that been audited? .. .I < u Q MR. PA:r'j'tONi\1: It>;was filed and no tax was due. I don't know if i :l .,, :r K N has been audited: .To my' know ledge it has been audited, Your Honor, T ~ a;. ~ ·ffi I-ll: and. I understand a "copy of the letter and return was filed with the f ~ ' . ~ ~ tax records ·here. r_[tlat ~ g THE COURT: Then there would be no necessity for an award .I .ct u ii: ... 0 with respect to Federai'!nheritance Tax. MR. HOUSTON: No. THE COURT: All right. I believe· thai:· puts us in proper shapel Is there anyone else tn Court interested in this decedent's estate? ( NO RESPONSE ) THE COURT: The audit of this account is ordered closed by th~ Court. ( AUDIT CLOSED ) 2 ------------------------------------------- e ,, \ ~ ~ 4/•·l e --~ ~-- •. OFFICIAL COURT REPORTERS, 27TH JUDICiAL DISTRICT. WASHINGTON. PENNSYLVANIA ' a·. s~ • ·• r . 4 I) I :=t I' 'It 1!\ i f q 1 . • tt.i ~ ' l ! l 1 • a (: s· Q; if; 1' l • !· Q. Q. --0 " f ' e 1c I. " ; • ~ I ! i· i • -£ r. ~: . ...__ . ·-i ~ . ~ ... t I I .: f AI IIi tt -Q e:r l! • ... ~ I t) .. : . it -.. • ~ a 8 ll .. v ; i t.iq • ... • g ;. • #* • ·~I i l 1:10 It "' I i li ' I I n • I_ ~ e I, i· =· • t. i i t 1 I • 2. .. • I 1 I . !' a --,, ;;,• ~ •• -------------------------------, ~n tlJt arnurt nf arnmmnn Jlrn!i nf llaslJingtnn arnunty' Jrnn.aylunnia, ®rplJnns' QJ:nurt Dittisinn ESTATE OF No. 63-69-430 David P. Weimer, Jr. In the matter of the First and Final deceased. Accountof Union National Bank of Pittsburgh , Executor ADJUDICATION AND DECREE And now January 2/ , 19_7!_, this matter came on for hearing, audit and distribution a't this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determin·ed to be $ · 2:J 458-32 -and the account is accordingly confirmed; and it is ordered, adjudged an ~ecreed 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 flied sec. reg. or an appeal be take_n herefrom sec. leg. , SCHEDULE OF DISTRIBUTION Balance per account ____________ . ------ Additional debit asked at audit Additional credit asked at audit Balance ______________________ _ Deduct Clerk's Costs & Receiptc:l-· -------------- Attforney· ___ _:W~i=l=li="=am~M:.:: ... C::.;:C;.:•:.....:.;H:.:::;o.;::u:.st,;:;;on;;::.. _________ _ Russell Marino, Agent, transfer ~eritance tax, $190.40 Interest from 6-18-70 to 1-31-11 @ 6% 7.08 197.4S Anne Baker Weimer, widcw, specific bequest in kind of Jewelry, household effects and automobile (described as 1967 Ford Mustang Convertible), held in kind and distribu ed as such at the appraised value, credit to be taken by the accountant for items advanced.prior to distribution by the Court, 5533.00 Amy .Anne Weimer Ritter, daughter, legacy; as set out in the will, J. Duncan Kniseley, grandson,legacy, credit to be taken by the accountant for funds in°the amount of $200.00 advanced prior to distribution by the Court; as set out in the will, · ' Anne Baker Weimer, widow, 1/2 residue, including cash and 102 shares connnon stock of Chemway Corporation valued at $1468.75 and 50 shares common stock of Cyclops Corporatio valued at $2096.88; held in kind and distributed as such at appraised value, per election filed, including income cash at $825.47, Walter Baker Heimer, son, 1/2 residue, including cash, income cash at $825.48, 102 shares common stock of Chemway Corporation at $1468.75, 50 shares common stock of Cyclops Corporation at $2096.87, held in kind and distributed as such at the values as shown, per election filed, 200.00 200.00 9143.17 9143.17 $18,486.34 No balance t .. ·y. '' ' ' ' 1 '-I. -' > r \ . \--'..,.,.-\ ..,!:&...5' ~ !:.1 l~-' ._j D. .. ( ' - _\' ' . ''. Ji • J \ d. • I ·rt J J ,) ~ ~· ::; t:Y -· M ~ =t. b = ~ ~ s ~ s ~ I ) •' I .I ,, ,) '_f--J .) '.) 0 > .... ~ ,n :l z ·n \, -+ p i 0 :::r c (I) 0 a 3 .... 0 ~ .... (I) ., 0 ...... -+ :::r (I) J ·I '1 J .) .) J ..) J J c \. \• l I. .) ]') ·' -------------------------------------------~-- 328-0 THE UNION NATIONAL BANK OF PITTSBURGH December U, 1970. ' ' ! t ~· ~ IkJ&r Miee ·Qollaitzt · . · • · . .· ~ .: . ' .. , Wltb this letter I am giv!Dg ;you a check tor $'73.93 which re- pr•eente the p81Jilen~ tor. ~ County claJ.ma . for Personal ~roperty Tax pul-poeea for the reara•l965 :t~hrougb 1970 tor the 200 aharea of Chemwq Co~ration •took which was ·an atter diecovel'ed asset· tor thie Estate. I .wul.d appreciate it JOU would lllal-k the enclosed · old.a ae paid aDd tor- VU'd tbe receipt ·ill the eelt ad.ctre•eacl envelope that ia enoloaed. · JDP/ad IDclOIUrel 18001 O<lt WUU.• Moe. Houatota, Beq. -. Jobn Halma v:--- !' ·' -- . ' ·. rJCHUb ~lease note that a check· has ~one forw.rd to the Personal Property Tax Office to cover the claim of i73.93 against the.above Estate. COPY / .. ... --·-4 l / . ( ' f / j '.. IN RE JB 6/2/69 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANSt COURT DIVISION ESTATE OF DAVID P. WEIMER, JR. , '' DECEASED RECEIPT I, .ANNE BAKER WEIMER, do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH, Executor of the above Estate, the following in accordance with Item II of the Last Will and Testament of David P. Weimer, Jr. , Deceased: Household Effects and Jewelry $4,033.00 .:~ .. _,. , __ .: \ ' ·~' / IN RE IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANSt COURT DIVISION ESTATE OF DAVID P. WEIMER, JR., DECEASED RECEIPT I, ANNE BAKER WEIMER, do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH, Executor of the above Estate, the following in accordance with Item II ·of the Last Will and Testament of David P. Weimer, Jr., Deceased: 1967 Ford Mustang Convertible Manufacturer's No. 7T03C267680 $1,500.00 / WITNESS my hand and seal this ~j~ day of ---~¥ •. ~u=-:.fl)....,~t-=---' 196 · • ~. n.o \ ~ \ ~~~"-CL.,.. w~~w..sL'-~) ~ I ..... .. --· lt 11/23/70 ' .. IN THE COURT OF COMMON PLEAS OF WAsHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION IN RE ESTATE OF DAVID P. WEIMER, JR., NO. 63 -69 -430 DECEASED ELECTION TO TJIKE IN KIND .. J I, ~ANNE BilKER WEIMER, do here by elect and agree to take 1 In Kind 1 the following: Stocks Chemway Corporation 102 shares Common Cyclops Corporation 50 shares Common ,f $1,468.75 2.096.88 $3,565.63 '' IN WITNESS WHEREOF, I have hereunto set my hand and seal this \cilD.,_ day of ~.S>.G.-,10 , 1970. WITNESS: j ~()~. l.l..l.ffi.JT4.!.UL;l:!::_~~~~· ·~·· ~~~(SEAL.} Anne Baker Weimer t.; . ~-,..· I ------------------------------------,--, lt 11/23/70 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION IN RE ESTATE OF DAVID P. WEIMER, JR., NO. 63 -69 -430 DECEASED ELECTION TO TAKE IN KIND : ' I, WilL TER BAKER WEIMER, do here by elect and agree to take 1 In Kind 1 the fo1lowing: Stocks Ghemway Corporation 102 shares Common Cyclops Corporation 50 shares Common '! . $1,468.75 2,096.87 $3,565.62 IN WITNESS WHEREOF, I have hereunto s.et my pand and .seal this :> 0 A. day of fJJtJ. J et.Lf&c , 1970. ,, WITNESS: IN RE rs 7/18/69 . .. ·, \ : IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION . . ESTATE OF DAVID P. WEIMER, JR. , DECEASED RECEIPT I, J. DUNCAN KNISELEY, do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH, Executor of the above estate, the sum of TWO HUNDRED ($200.00) DOLLARS as payment of a bequest to me in accordance with ITEM IV. of the Last "Will and Testament of David P. Weimer, Jr , Deceased. WITN.ESS my hand and sehl this 2 ~ day of ~A......:.;:.~+--'----' 1969. WITNESS: ; ~· ... -------------------, \ ,.,...___--·-'"-I " I ' I \. I?_---------~ ~ ~ ,-~ I Form OC Div. 91 1Jn t4r jlattrr nf t4r £statt nf llu t4t ®rp4aus· <trnurt mtui.atnu nf t4t Q!ourt nf Qlommnu Jlras nf Jf~ Qtnuuty Jrunsyluattia WASHINGTON David P. Weimer, Jr., Decease DECEASED No. 63-69-430 of 19 __ 1Knntu .All jlrn iy W'4tst Jrrsrnts. that I, ANNE BA,_KER._-_WE_IMER _____ _ do hereby acknowledge to have received from THE UNION~NATIONAL BANK OF PITTSBURGH, ---iE~x~e~c~ut~o~r~~~mei.i~m~~ieemiii~---the sum of (EXECUTOR ~ Securities and Cash Nine Thousand One ($,_.L.9..L;,l:=!4:~oe3~·c=lc!_7 __ ) Dollars Hundred forty three Dollars and .17/100 and ________ ~-------------~----------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, entered at the above number. WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. llitntss my hand and seal this a11iday of Zs(}.mU-.-<>sw , 19 II <S ~ M=h~,.,.0 (SEAL) Anne BakerWeimer ( __ (_ I I I -J~ s 1-~- ._, ~' I \ (, .I; NO. of 19 __ AUDIT VOL. ___ _ PAGE, __ i!lrrript ESTATE OF ~ :;:i :P> rn ?J en 0 c::: :r:-ifJ ~ ~ (_(). ·'""--l t'";"l -<' -.J -n rn c;::; ... ~-~ 'I <:::.:.O-"""'"..._.; r ....... =- rn ,~ ~;~ r= ~; ~::; ... - -.:...· DE.OioA.SEn .....l.---.; g ~ ::~~~ ; I :;.::: -oro ~(f'; r.:-a: ---"-' c;:::l ...r;:; "-""- Filed _____________ _ Fee Attorney ___________ _ Address_~-~--~--__ ---~~~~- '-r~·· I ', -----'L : .. ~ -I Form OC Div. 91 lJn t~r ilattrr nf t~r £state nf 3Jn tift ®rpqnn11· Q!ourt iini11ion nf tqt Qtnurt nf C11ommnn Jltnll nf ~ WASHINGTON ·Q!nunty. JtnnBylnnnta DECEASED N o._6_3_·-_69_-_4_30_0 f 19 __ David P. Weimer, Jr. i!Cnnnt All ilttt iy W~rsr Jrrsrnt&, tha_~. I, WALT1'R BAKER WEIMER do hereby acknowledge to have received from 'llHE UNION NATIONAL BANK OF PITTSBURGH, ----~E~x~e~cu~t~o~r ________________________ ~ ________ thesum of (EXEOUTOR-ADMINISTRATOR-THUSTEE-GUARDYAN) ($·_....<.9....z., =14=3:...::.•=17"---) Dollars Securities and Cash -Nine Tbansand One Hu.'1dred forty-thr,3e Dollars and .17/100 and--------------------------~----------------------------------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~County, Pennsylvania, entered at the above number. Washington And I do further authorize and dire..~ the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. munrss my hand and seal this ' 19 7;1 Witness~· ----------------- ~ fe¥ FiliBg lifiis Reeeit>t $2.00- " ' ~ ' !. ' , I -, , 1 •. , ; I ' ~ i I ~ .9--(o 9-46-t3- NO. of 19 __ AUDIT VOL. ___ _ PAGE-__ i&ereipt ESTATE OF ., -l .,.;;::1!?, -~·...--.-;-.._ ...., --· . )> t ~..... ---;, ~ .. hJLJilW_IR ~vv t= 1 rKl.1 at\ :C. z:.. .,.~·~-t.......-DECE·A·SED z ::, ~4; ; ~ ~ ~·-~ rT; ;··· --1 :;:o .~ (~_:) r"'"'"· -........ "--· ---~~--·14 -·-- ~:-) ~~:: ~~~. 0 :::: :::..: -1 :~ -o 1 C> > (/) r.::::J-., J~ ..-,.. c.::::> ..c: ~-"···~ =-~~~ .. Filed ____________ _ Fee -------- Attorney _ __:_ _________ _ Address ____________ _ j Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RESIDENT DECEDENT BUREAU OF COUNTY COLLECTIONS COUNTY OF .... Wl\SI:UNO'l'.ON. ..................................... . 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_Inheritance_~.n!l E.!:!tate _rax A,ct of 1~!)1.) ............................... l~---~~~::..;:. ~:e::r:~:~E o~------. .. ............... }-;:::.rv;: OF (State full name of decedent) Late of ...... . .Washington County ~ :::.~ :, :::=~~--::~-:~~}"' ............................................. THE. UNION ... NAT.IONAL .... BANKOF .. P.IT.'l'.SS.U..RUH. Exeeutor of the estate of the above-named decedmt being duly sworn, deposeS and sayS Decedent died otherN:m:t:::i:::r:::r::e:tttao;;:: ::}-.. JohrLH. Davidson:1 .... Jr •.. , .. Esq.... .. .................................... _ .......... . whom all correspondence should be 23LWashington Trust Building,_ W~:~,shing1:,Qn, :P~zm::~Y:LY@.i~; .. J.53.0l ...... . mailed. That as such ........ ~.e.c.u:t.o.r. ................... d~porient is familiar with the affairs of said estate and the property, con- c~o:x.,~utor-~ 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 Mellon National Bank & Trust Company Decedent Washington Office Anne Baker Weimer Wife Box 1/£.-19~ Amv Anile Ritter Daughter w i No Contents That the contents of said safe deposit bax or boxes are itemized under Schedules of this return, with the exception of the following, for the reasons hereinafter set forth: . Tha,t Schedule A attached hereto and made part hereof sets forth full v andl 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 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the tilme 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 oth•~r institutions, whether individually, or in trust for any other person ?r pe~sons 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 cases; 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 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 decedent, 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, andl if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. 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 characte~ of the ·business, its location, and such other facts pert.aining 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 th~ time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~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 copy of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with ·its value, which passes at decedent's death by virtue of the exercise by decedent; either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually .or join,tly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at th~ 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 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 commi.ssions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time <'f ... . . 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 b;:;re me this ................................ . . ;;-c--i . ~ -zo :::_~-:-:::~~; ~&;; ~~-~-- Notary Public t/ lElm T. DAY, NOTARY PU3LIC PJHSBURGH, ALLEGHErlY COUNTY MY COM.'mSION EXPIRES FEBRUARY 1, 1971 THE UNION NATIONAL BANK OF PITTSBURGH llX&i~;;;-1;~-iii~;:Pres . .r..9.§.t. .... O.f.:fi.Q.fg .... J?.Q.~ .... $.3.7 ............................................ " .................. . (Street Number) F.it.t.sb:ur.gh.J .... F.ennsyl:v.ania ...... l.52.3.0 .................... . (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-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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe fully VALUE MARKE.T VALI!JE (Do not write in this space) - See copy of Inventory attached $32,995.52 I I ' Insert this total opposite "Personal Property", Schedule "B" in X X I $32,995.52 the "As Reported" column on the last page of this return. I RCC-~6 {'.bM3iON'mALTH OF PENNSYLVANJ:A TlUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TR.'\_NSFEitS (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) yes (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) yes (b) What was the transferee's age at time of decedent's death? 27 ----'---"--'------- (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) __ ~n~o~----- (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 cir 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. ITEM DESCRIPTION St. Clair Country Club Membership Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) . 07tY $2,.3oo.oo I~"' J $2,.300.00 DEPT. VALUATION (Dept. Only) RCC-3-8 COMMONWEALTH OF PENNSYLVANiA THi\NSFEFt INHERITANCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIO!iS: This schedule must disclose all property, real and personal, owned by the decedent .Jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal .property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relatiomship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Namel Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. ! 326 shares American Telephone & Telegraph Common @ 51 15/16 $16,931.63 312 shares Associated Dry Goods Corporatiop Common @ 44 5/16 13,825.50 283 shares Williams & Company, Incorporate~ Common @ 16 3/8 4,634.13 -----------0,$35,391.26 Weime~ Jointly owned with Anne B. (Wife) /_ :::., Non-taxable i Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" colWllll on the last page of this return. $0.00 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Dece~ent' s Interest h . . ~ ijCq-37 (12-63) . ., COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interetf: vested, contingent or other- wise, ·in estate). Anne RRkBl' WBimBl' LeMovne Extension Washin~ton. Pennsylvania 115'301 WRl t.Bl' RakBr hlt::d mA"'" l.,_L.l RidgHwood Avenue Ant. #16 MinnBRnolis. Minnesota 5540'3 Amv Anne Weimer Ritter L..lOl LaPlaya Blvd •• Coconut Grove Miami Beach. Florida 33 Josenh Duncan Kniseley c/o Wilson Smith. Esq. Scott. McCart~v. Steel, Hector & lL.ll._ First National Bank Buildim Miami Florida '32 - -.. . .. ., SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT O.F BENEFICIARY are involved, set. STATE YES IN ESTATE forth this fact.) OR NO BIRTH -· wife ves 6L1Llo Beauest & 1/2 Residue son ves 12/16/L..2 1/2 Residue i dau~hter ves 7/1/29 Bequest I grandson yes 10/8/50 Bequest Davis ' - Deponent further says that all the above-nameq beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration ~ ~~s~~~~r.?~ . c~~~Y .... J-.9.99 ...... . P.ll THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. David .l' •.. Weimer~ .. J.r .• , . Deceased Late of ~.South Strabane Township . County of .Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL "vd ··a 0 N 0 L9 N I H (' w 1.\ <:;Jlf,\A 'Jl'ti John H. Davidson, Es~·~1 '1(,~,r,l9 iJ3.LSi33t{ 231 Washington Trust 1ffi.~lli[:hg; ') ·::; .:::· <:' n )H -...! .. ; ,,,) li 0 Washington, Pennsylvania 15301 · · PHONE: 222-3621 Z E .., 1' n i /'-:{~ n I C ~~eM i.J I ill Ut.. <~ ta~ -... ";1 I , ' .. J f •. , ii; . :....., I I ·~f ;'I' "...#, 14.1U~fl·l,..~"· ·.-,. ... ..,, ..• , ,. ... ., "'1 ·~,. \ (Executor-Administrator must complete "As Reported" column #1.) CJ ..., 0 Vl Vl ..., flj X ;. ;-' t%1 Vl -flj it ~~~:::0 0 flj ..., (!) ...... .. "' flj 1:1 ~ 0 -c+ (;' ::s ~ 1-' ..., ~ a <;..:: "' '0 9 ~ ~ s .g ~ CD Cll p.. ::4. '< hj 'i i ~ 0,.:: en c: ~ ~ > :::0 w (/) (/) ...:: ?" ?-?- c) o3 -;.: : : : ~~-(/)~~~ lvJ VI "' N "" VI :0 'V1 :l\) . (,.) :l'V N ... ,. lvJ '-.0 0 "" 00"-11 00en 0 :oN > "' :::0 (1)-"'01-o-..., 0~ :• -:o-=-:o ~~-(/)~'*~ ~· :~: :~: .. i c...• ~i ~.l~ ~ r\J .~ ~ .~ ~· . : . :, \ . ·~·~: > :r. 0 ""-2"t-v .... _ 2. ::s r. c.. .. ~ R C C-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU ()F COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO 37-205-7 NOTICE OF FILING OF APPRAISEMENT UNION NATIONAL BANK OF PITTSBURGH In Re : Estate of __ ___,D::::A~V.L.I:.D~. _---A..P...._. ___uWE,.!;,!· -~.T.J!.JvfE!.LL!.!R._,,_;,~]l.4R~--- -------'-'~A_S_H_I_N_G_T_O_N ___ County _ File No. 63-69-430 Dear Sirs: You are hereby notified that the original appraisement in the estate of DAVID P, WEIMER, . .JR. · has been filedAin the County on ugust office of the Register of Wills qf WASHINGTON 4, , 19_1_0. Said appraisement reflects _the following valuations: Real Estate~~----------~~--~-~ Personal Property._ ______ ~3~2~1 ~9~9~5~·~5~2- Transfers ________________ ~~M2~~~~0~0~0~0~ Total ___,..---___;____..:=:..::: 5~: 2~9.:::w5 ,~.5 2r:._ As to such tax that is paid within three montbs fro~ date of death, a five (5%) percent discount is allowable. As to any t.ax that remains unpaid after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ A_u~g_u_s_t_4~,_1_9_7_0 _______ _ Signed ·:;;-e,~~ CHIEF_APP~ Title DATE OF DEATH: March 18, 1969 Note: This is not a bill. .) -·------------------------------------------------------------------~ ·' R C C-39 ( 5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUM!MARY RESIDENT DECEDENT !============================================================= I Estate of ';.[EIMER, IR DAVID p DATIE OF DEATH 3 18 69 FILE NO. 63-69-430 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____ l.:..:'l.:..:A:.:S:..:H.:..:I=N~G~T:...:O:..:N::..:_ ______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: 08-04-70 ---------~------------Y/f! 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 INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $ ____________ ~--- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $ -----------4--- ESTATE TAX ASSESSMENTS $------1-.-- FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ -----------+--@ $ _______ -4-- $ _________ ~--- Tax on$ 5% $-------------~---- nxoo$ 1~ $ ________ -4-- Tax on$ 15% $ _________ -4-- Exemptions * Total Estate--------------~----- TOTAL TAX $--------------L---- (*) 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 $============ Add interest at rate of 6% from --------to ----- AMOUNT OF ESTATE TAX ASSESSED $--------+--- Estate tax paid $------~---- BALANCE DUE Add interest at rate of 6% from ----------~·0--------- $ __________ ~ __ __ $----------4--- TOTAL TAX BALANCIE $ ------+--- PAID $ ---------1----- 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 n~ted below, with short explanation. \ Will Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL • . ' \ I " ~ i Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......... ~.~.&.1::1.~ .. ~ ...... ~ .. '-. ...... ~ .. ~ .. ?.9.. .... ................. ·-'• . .DEPARTMENT OF REVENUE ·WASHINGTON RESIDENT INHERITANCE TAX .. ' COUNTY BuREAU OF COUNTY COLLECTIONS . .................................................................................................... HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO • 63-69-430 .................................................................................................... Whereas, ........... P.AY.J..P.. ..... P. .. ~ ...... 1Y.E.:U.:IE:R~ ...... J.R.~ ...................................................... late of . ......................... S. .•..... .S.T..RA.B.Al'I-:E. .... .TWP ..•................ in the County of \·lASHING TON .......................................................................................................................................... Commonwealth of Pennsylvania, having died on the ........................................ l.S.t.h ....................................... day of ............................. .Ma.r.ch ........................... 19 .. 6.9 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, i'l. R. CHANEY an appraiser duly appointed according to law, ....................................................................................................................................... , having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years·, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Aaset Values Made for Inheritance Tax Purpoeea $ PERSONALTY: As ner Schedule nBTT attached ~?. 99!) .li 2 TRANSFER: As ner Schedule "C" attached ?. ~()() I()() TOTAL ~!) 29S S2 - . '· : form~;·!,':~hbl:': !,:Ut;,;.w<>rll •y~~~~: ~:; ~~"':~~~=7~~~~ pra1ser ...................................................... ··········Sib~~~-·st;~~·t·;··· ····~······························· ···············································································:;{;1'· ················· .......... , Penna. (Poet O!Hee) vlASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~ DAVID P •. J'llEI1;ER., ...... J.R. Deceased. Late of S .. ~ ...... S.l.'M.l3ANE ... .'l'IVP ... ~ ........... . Date of Death, ................... N9,.:r:'.Gh . .l.$ .. , ... .1..9.6.9. .. Appraisemei!t Docket Vol., ........ ..J.7.. ................................ . Page, ·····JJ¥7 ......... No ............ §1~.§.~ .. :-.4.J..O Filed in Register's Office, Amount of tax due, $ ................................................................ . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, ~ . ' . ' . • ', COMMONWEALTH Q.F PENNSYLVANIA DEPARTMENT 0 1F REVENUE . HARRISBURG (File ',i,n l)uplicate) \ IN YOUR REP~Y PLEASE REFER TO . ./·· , Director Bureau of County Collections Department of Revenue Re: Estate of DAVID P, WEIMER, JR • Date of Death 3•18•69 Finance Building County of WASHINGTON Harrisburg, Pennsylvania State File No. 63•69.0.:430 Dear Sir: Pursuant to the memorandum of February 25, 1958, concerning valuation of closely held business interests, I herewith request your: advice ·concerning the value of the following: 'A. Corporations BUREAU USE ONLY INVENTORIED VALUE SUGGESTED VALUE 1. 2. 3. 1. 2. 3. NAME OF CORPORATION TYPE OF NO. OF SHARES SHARES UNIT TOTAL UNIT TOTAL 45 41 189 124.5 34.00 zs .. ·oo 35.00 B. Non-Corporate Interest TYPE OF BOOK NAME OF BUSINESS OR~IZATION BUS. ORG. VALUE iNVENTORIED VALUE SUGGESTED.VALUE Remarks: abov a sse Enclosed is the available financial data for all requests under "iB"' ~d...T""'aw.aLLYcour~,adv_i~e-b,efore appraising any of the above described. s.~~·PR.~·~,ED Y, p "'~ .. If f '. . <'r--44-.-r::r / .. FOR . ·. \~ILUAM S. BRA~DAMORE Inheritance ~Ti.ix Ano..r.ai.e~r county of WASHINv'l'V.N , Form RCC -4 ,-RI DIRECTO·R . Form RC C-10 t.,3-to9-'la o . DEDUCTIONS ALLOWED IN ./ ·' ~·-, r . THE SUM OF ............ · $ .. ril~~-1? . OFFICE OF THE STATEMENT OF DEBTS ~ REGISTER OF WILLS .. ~~::~~~II AND DEDUCTIONS OF WASHINGTON COUNTY AND AGENT OF THE COMMONWiiALTH Register of Wills, Age~t J:'N E' ESTATE OF David P. Weimer, Jr. LATE OF Washington, Pennsylvania DATE OF FILING APPRAISEMENT DATE OF DEATH March 18, 1262 DATE NO. OF NAMii OF PAYEE REMARKS AMOUNT VOUCH"" See attached list s.g·v5 62 PJA/J b~~~ ttJtS'-9,~ k. I~.JJJJ~JI!J ~~ '"" ~ ~(l)4';h ' \ v IN-~ 6 c~7J::.. a cd-4 .-l 110 r .. '1'f"l+.<> 1 '"' ~~~-...L..c,. •.. COMMONWEALTH OF PENNSYLVANIA } ALlEGHENY SS: COUNTY OF __ ,_ BANK OF PITTSBURGH 1, John R. Echement, Vice President of' THE UNION NATIONAL HEREBY cERTIFY. THAT. To THE sEn oF ~y KNOWL.I!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SI"ATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION suBMITTED To THE Esr.-.re oF David P. Weimer, Jr. DEcEASED. As DEDuCTioNs FOR INHERITANCE TAX PURPOSES. . /i c-L ~~····· ~ •• TH:: 7 .-DAY 00' ~ .. / v 1 ~ Public lEWID T. DAY, NOTARY PUBliC PITTSBURGH, AllEGHENY COUNTY MY COMMISSION EXPiRES FEBRUARY I, 1971 I I .. . 1969 June 17 1969 April 10 April 11 April 17 April 22 May 22 June 3 1969 July 23 Oct. 13 Nov. 10 1970 April 16 May 11 June 9 Oct. 7 STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF DAVID P. WEIMER, JR. Family Exemption Anne B. Weimer, spouse !dministrative ~enses Register of Wills of Washington County, Pennsylvania Cost of probate of Will Register of Wills of Washington County, Pennsylvania Cost of 10 Short 'Certificates "·e.ommonwealth of Permsylwlia, Department of Health, Bureau of Vital Statistics Cost of 3 Death Certificates Mellon National Bank and Trust Company Transfer fee for registered bond on $500 Washington Trotting Association, Incorporated Advertising Grant of Letters Testamentary Washington County Reports Observer and Reporter Joseph Gilmore, Jr. Appraisal fee for household effects and jewelry Register of Wills of Washington County, Pennsyl~ia Cost of Short Certificate The Hanover Insurance Company Cost of bond of indemnity for 100 shares Chemway Corporation Register of Wills of Washington County, Pennsylvania Cost of Short Certificate Register of Wills of Washington County, Pennsylvania Cost of Short Certificate Register of Wills of Washington County, Pennsylvania Cost of Certified Copy of Will Register of Wills of Washington County, Pennsylvania Balance due on Grant of Letters Testamentary Cost of filing Inventory John H. Davidson, Jr.; for Estate of John H. Daviason, Deceased Attorney's fee 1,000.00 23.50 10.00 3.00 .30 14.00 14.00 60.00 1.00 72.00 1.00 1.00 5.50 9.00 8.00 1,650.00 ... . ~ .. 1969 Oct. 7 1969 April 10 May 16 July 23 1969 May 22 June 12 June 27 July 23 STATEMENT OF DEBTS AND DEDUCTIONS (continued) Administrative :Expenses (cont 'd.) The Union National Bank of Pittsburgh Accountant's compensation and services re Estate Tax preparation and settlement. Ex:penses in re sale of securities Preferred Debts The ~estern Pennsylvania Hospital Hospital expenses 3/14/69 to 3/18/69 Anne Baker ~eimer-Power-of-Attorney Account No. 6.445 Funds transferred to income as reimbursement for various nurses paid during March, 1969 Piatt Funeral Home Funeral expenses Kurtz Monument Company Payment in full for headstone Other Debts Davi.d L. Sumney P~yment in full for personal services rendered during July, 1966 American Ex:press Company Payment of final bill Malcolm L. Morgan, County Treasurer 1969 "Washington County Personal Property Tax Pankopf Ford Sales, Incorporated Balance due on air conditioner 1,900.30 18.56 491.69 327.50 2,777.60 105.00 367.05 11.50 1.52 62.60 $8,935.62 Form RCC-33 {;'-.:t:_~ 9-~..30 SUPPL"EMENT .AL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ... / RESIDENT DECEDENT COUNTY OF ... W:As.l:ll.NOT.ON ............................................... . IMPORTANT: This return must be completed in detall and fi.led 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.) IN THE MATTER OF THE ESTATE OF ••••••••••••••••••••••••••·e·••••"''•••••••••••••••••••P..!'J,Y..:t.4. .... ~•~•••••:w.~.~I.Il.~:r.,,.,,,,,.;r:r,,,~ ''"'••••••••••••••••••• (State full name of decedent) Late of ..................... Washington ::.: :. ···········•••••· ::::~:~: -=-~:~}"' ············}~ Count.y .............. .. . 'rill! .... lJNl.ON .. NA'r.l.ON.AL .. ,B. .. AN.K OF. PITTSBURGH ............................ . Executor of the estate of the above-named decedent being duly sworn, depose S and say S · Decedent dJed 18 ......... , 19 ..... Q9 ........ .J testate leaving a last will, copy of which is hereto attached. } (llay) (Y.ar) l~ . .... ~:r.c~ .. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. J()@ ... JI •... l)l:l,y:i,qson, Jr., Esquire ........ ZJ.l. .. :W.asbington Tr:ustJ3uilding .. ~. 'Washington, Penn.syJI.vania 15301 That as such ........ ~§Q:U.t&r. ................... deponent is familiar with the affairs of said estate and the property con- <•·:x.,cut.or-~ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- '" NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT See original filed June 12. 1970 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 fully 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 e:ach 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 oi' date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in'trust for . ' c v any other person or persons giving also separately the accrued interest thereon, if any,\ down to/the last ,.. v interest day prior to decedent's death in the case of savings banks, and to the datji> of decedent' s..Aeath in all other cases; 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 st~t~te·or agreement they are designated as tax free, of the United St~tes, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgae;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 ror such depreciation as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends 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. 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 of property, 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 t~e 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 COJlY of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vestedindecedent; either individually or joi~tly, bythe will,_ deed, or other instrument of another, with a copy of the instrument creating such power. attached to the schedule, That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address 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 fune·ral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 o.f 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. THE UNION NATIONAL BANK OF PITTSBURGH Subscribed and sworn to before me this ................................ . ...... _ ....... J.:z!.f.. ...... ~...... .. .... day of ..... P .. 1:7.:.#...f.:.(t. .. ~ ........ 19._7.~ .. J. ____ jt'~f~~:;v ..... -- PiTTSBURGH. ALLEGHENY COUNTY MY COMMISSION EXPIRES MAR. B. 1976 Member, Pennsylvania Association of Notaries 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) 'COMMONW£AL TH OF PENNS~LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY \ ' r * 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 ent:ireties, report on Schedule "E". Property held by the decedent as tenant in common wHth another or others, should be identified as to quantum of interest and the estimated value should be that o·f the decedent·'s interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3\ described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record1 of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this sc:hedule. None $0.00 Insert this total opposite "real property", Schedule ''A" in the X X X X X "As Reported" column on the last page of this return. $0.00 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERIT4NCE TAX RESIDENT DECEDENT SCliEDULE "B" PERSONAL PROPERTY :._, _\ INSTRUCTIONS: This Schedule must disclose all tangible and fintangible personal property owned individually by the d~cedent, 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 nB..JQe of the decedent, but payable at death t.o another or others., including but not lLmited 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, mortg~ges, notes, together with accrued interest or dividends, salaries or wages,· insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe fully VALUE MAR.KE:r VALUE (Do not write in this space) Liquidation distribution for 75 shares of ot0 Thompson Hardware Company owned by decedent and ~:;. unknown to the executor until notification by • ~ ~~ 0 !5 tf I ~ b the company officers of said liquidation. $1,054.16 ~ ~ ~· j 0 oOJf' I~ Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. $1,054.16 i ! COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRA.NSFERS \ . \ (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)~n~o~--- (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answ.er yes-. or. no) --'n=o ____ _ (3) If the answer to (1) or (2) above is in the affirmathe state: (a) Age of decedent at time of transfer . · . (b) State of decedent Is health at time of making~ the transfer. (Note 1) 0 (c) Cause of decedent's death. (Note 1) .. (4) Did decedent, in his lifetime, make any transfer of property \Yi'thout 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: trans.ferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) _.::n:..:o'----- (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 res_erves 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 inc~:n'le from t.h10• property tr11nsferred? (Answer yes or no) no (b) The right to designate the persons who shall possess ·or enjoy· the prop~rty 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 1 ifetime make a transfer, the consi;:leration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) _.:n!ol.o'----- (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 Wbich could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) ,....... ... n.,o'------- (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. ITEM DESCRIPTION None Insert this total opposite "Transfers", Schedule "t~" in the "As Reported" column on the last page of this retuMl. MARKET VALUE (Estimated) $0.00 $0.00 DEPT. VALUATION (Dept. Only) ~CC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY .. INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus rla te of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisitiqn, Name Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. None percentage Estate Share Valuation $0.00 Insert this total opposite "Jointly Owned Property", Schedule "E"$O.OO in the "As Reported" column on the last page of this return. DEPARTA{ENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest h ..... -~ , ' ... ' RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of a)l who ave an interest, vested, contingent or other- wise, in estate) See original filed June 12, 197( SCHEDULE "D" BENEFICIARIES .• .. RELATIONSHIP ! ., (If step-children or 1 SURVIVED DATE INTEREST OF iiregitimate children DECEDENT OF BENEFICIARY are involved, set STA'FE YES IN ESTATE forth this fact) OR NO BIRTH . ,. 1'. ,, Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE -- I :;;., Will Administration ' No. ~~~~~.~o~ear .J.9.9.9. IS THE MA TIER OF THE APPRAISEMENT OF THE ESTATE OF ____ ·--.................... 'D~v.:L.d ... :r..! .. :W.E?.imE?.r.., ... J~.~ ....... . Deceased. Late of ............... ~.o.uth ... Str.ahan.e ... T.o.wnship. County of ........ W.~;3;t,li.:q.g'tQ.:q. .. : .... Commonwe~lth of Pennsylvania •• t REPORT. AND APPRAISAL ~: l . ) I f"' "• • i 0 ~ John H. ·navidson, Jr. Esquire 231 Wa~~~~P~. T~s~ B~i1ding WashinQ"tfbn { ..Pe'ii1by iv ~ra.~IA 15 301 ~lliM .~0 tJJJ.SI::J31:l o ~·! 1 d ~" !·'l Tl:: ~ s n B IE 21 14d !'i •J'•r £ L t! n\1 ~ $ ri ""*i ··-: 1 ' j l .. J i h1 \. ,, •. J !, "'! ........ ~ .... I I '' !_. \ I I \. ; ! • I i . I 'I II I' d ! • I i l ; I I I (~-ArfuniiniiS1Jr.alt0r m'D'S't ~e "'A<s ~· atlmnn #1:1.1) 0 a "" "" ~ ~ ~ rrr ~ ll.lr!l "" ... ~ -c x:--. tt-3 '"d ~ :0 ; llib llib '"' !:!.. :,._.. :::1 "" IQ ')::! "" :::1 ~ '=c:+~ !:!.. ... ~~ IQ ~"tlS b ... ~ ~ .g~ llib :(1) ... .... p. "< i-c:J H :o 'l:l (I) li ~ - - =-~ ~ : ::.. : : :.-. ~;......._;......~ ~~~ Cll. ~ ~~~ >d~ ";J! i:>ll ,:: ·= :: ~ ......... e............,.,..........,.. -~ - til c: ::: ::: > ~ >< j· ' • t ?·\ . ' ---~-~f.& ·"· :"JJ :VJ :J;. :I-' .. :o 'Vl ~. .. :I-' :0'- 0 0 .,. .,. 0 0 bb ~ L "'I 0 :;~ ~ U'l :·.r. I ~ :o ~ ' :•'._ • ..(1), ...-.... J-' ,;0 o;:s: !:: D' :0 ::;,: -(l)• ... , .,:::1 I II i: -~-~-~ ..;.."'-.= :~ jV) K :~] ~ :~ -~ .~ :" :~ > "' u ('1:-~to ... _ 2_ ::::5 <": c.. 1111 -.] '( :- ~-~--- Form RC C-10 DEDUCTION® ALLOWED IN . ~ THE SUM OF ............ $ {:?2:.lt?. . OFFICE OF THE STATEMENT OF DEBTS . . REGISTER OF WILLS AND DEDUCTIONS ""~~~~~ OF MASHING TON COUNTY ::;[:;;·i~ ~·~;·;_;~LTH ,___)/" ~ © ,0::% "\ Register of Wills, Agent ESTATE OF David P. Weimer, Jr. ·LATE OF 'Washington, Pennsylvania DATE OF FILING APPRAISEMENT DAT!i OF DEATH March 18~ 1262 DATE NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHEit The Union National Bank of P~h. Executor's Fee '52 70 52 70 COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF JlU..LEGHENY · . B~ OF PITTSBURGH 1, ,TOHN ·:B. "ECHEMF.NT, ViQ~ l::t:fl~iQ.ent of THE UNION N.ATION!IU.. HEREBY Cf:RTJFY, THAT. ~0 THE BE8T OF I MY I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU OP'' ADMINISTRATION SUBMITTED TO THE ESTA'TE OF ·David P. Weimer 2 Jr. DECEASED. AS DEDUCTIONS FOR INHERITANCE. "':AX PURPOSES. j},.-L,I.t:L_ -..r II/ CL. s.l SWORN AND SUBSCRIBED BEFO~E ME THIS DAY 01' /Vice President ZJ0~~6 fe:LL Public =4£ · fl_~;;,_LJ 4-/?/, , Notar~ . ~ WILWM J. PROBST, SR .• NOTARY PUBLIC ..; PlnSBURGtt. AllEGHENY COUNTY ~~ MY COMMISSION EXPIRES MAR. B, 1976 -Member, PennsylvaniaAssociation of Notaries jY (j RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT tmiON NATIONAL BANK OF PITTSBURGH IN YOUR REPLY PLEASE REFER TO lnherit.ance Tax Division In R e: Estate of ---=D=-=A.=.:V-=I=-=D:..___:_P-=._W_E_:_I....:.ME_R:...:.,L-...:.J::.....R_.:__ ______ _ _ ....:..:.lv=A=SH=I=N:..;..:G:....::T:....::O-=.:N ___ County-File No. 63-69-430 Dear Gentlemen: You are hereby notified that the • supplemental appraisement in the estate of Dav1d P. Weimer, Jr. has been filed in the office of the Register of Wi lis of Washington County on January ll ' 19 73 I Said appraisement reflects the following valuations: . Real Estate -----.....--=o;rr----~---- P ersona I P roperty ____ l..J.,_0_5_4.....:•:_1_6 ____ _ Transfers ______________ _ Jointly Owned------------- T ota I ------~1~, 0=5!!--4!....!!.~1~6:......_ __ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowabl.e. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) 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 January 11, 197 3 DATE OF DEATH: March 18, 1969 Note: This is not a bill. I i j RC'C•39 (5-68)' ;. ··: .· .: ~.· ... ,. COMMQMWEALTH OF PENNSYLVANIA TRANSFER I""HERITANCE TAX RESIDENT DECEDENT '.'"'·.; ·' :."·~· SUMMARY Estate of WEIMER, (Last Name) DAVID P. DATB OF DEATH. 3•18-69 FILE NO. 63-69-430 (First Nam~;:) · (lni~ial) REPORT OF INHERllTANCE TAX APPRAISER . . I, the undersigned duly appointed Ipberit&nce Tax Appraiser in ~pd for the County of Washdmgton Pennsylvania, do respectfully report that i have appraised the ~eal and personal propert as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Sch..._-~2.---'" Dated: January 11, 197 3 REPORT OF THE REGISTER OF .. WILI..:s I, the undersigned duly elected Resister of Wills in and <f<;>r Washington County, Pennsylvania, do respect- fully report that I have allowed deduct~ons in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth iri the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. . . r-i:) · . /"J #' c::;;j)2_ o;:.· Dated: :JAN 111911RUSSELL MA::mo . . . . ~t:Vt,~ \ SUPPLEMENTAL . . . R'EGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 FOR USE OF REGISTER ONLY Tax on$ ~ Tax on$ 1.001 ~6 · ~ Tax on$ 5% Tax on $ 10% Tax on$ 15% 1 OS4. 16 I 054 16 1.054 16 52 70. 52 ; 70 46 1. 001 4·6 COMPUTATION OF TAX $--~------~~~~ $ ,_.,.,...........--·~6~040~9:!-- $~~~--~--~---- $--~--------~----$ __________ ~~---- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions • Total Estate TOTAL TAX $ 60 09 (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue, Less tax previously paid BALANCE Less 5% of tax if paid witl)in 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest atrate of 6% from _________ to ________ _ $ I $ $ AMOUNT OF ESTATE TAX ASSESSED $-.__..,..,_...,......,__.-l~..,..,.. Estate tax paid $----.....---L---~ BALANCE DUE $ ....-----.---.-. -h--1 $ _________ ..,...~..._ --.... $ _____ ___.;..,.,...~--- Add interest at rate of 6% from ------t'O-----'----- TOTAL TAX BALANCE !=:::::=====:}=. == PAID $ ---------..,.:.~....,-......,. FOR USE OF REGISTER ONLl:·.., ADJUSTMENTS NOTE: Where subsequent .adjustrrl,ents jlre made to the abov¢ computation of tax by the Register of Wills, for proper reason, same should be' noted bel~w, with slwrt expllmation. ' I. ,_.;....') ... • I' -' " Will Administration ~ No. · .. IN THE Year ..... MATTER OF THE APPRAISEMENT OF THE ESTATE OF DAVID· P. WEIMER JR. ····················'·· . Deceased · Late of. WASHINGTON County of . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL -,_ .., . .., f' / ~--------------------------------~-------------------------------------------------------------~ }!~unn RCC-2 DEPARTME'l'!T OF REVENUE BUREAU. OF COUNTY COLLECTIONS HARRISBURG. PENNA. . 1 7 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... ~.~.~~.~~ ... : ... ~IJ. ....... ~.~.?..~ uNTY Washington co ................................ ;::·"""""""""'"""""'"""""''''''''"'""' FILE NO ........ ~.~.:.~ .. ~·=·~·~·~ ................................... . Whereas, ........... P.~Y..~.~ ..... ~ .. ~ ..... ~~.~~~.~.l ..... ~.~.~ ....................................................... late of ..................... ~~~.~~~.~.g~.~.~ ........................................... . in the County of ............ W.~~.h.i.n.g~.Q.U.. .............................................................................. Commonwealth of Pennsylvania, having died on the ...................... :+..e. ..... ~.h ................................................... day of ............. M~.lr.~.h ............................................. 19 ... 9~ .. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......... Fr.ed .... To.s.i.. .................................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscinnable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made fol' Inheritance SUPPLEMENTAL Tax Purposes $ PERSONALTY: " See Schedule "B" attached hereto: 1.054 16 ; I I . ... Total 1,054 16 ' form~;v!;:~hb::: ::Ifh~;orn ~~.~·:· ~:; :r·~~~~~¥ ·~;· ·~Tl\ise~e~t is ~ade 1~}:5~ t:: .................... =·····r·· ··J_-~ ~ .......................................................................... Appraiser "'?d}''"''''''''''''''''''''''''~""""'''"''"'''''''''''''''"''' ......... ................... ······················ umber and Street) ~···. :{]········································ ...... .............. ....... , Penna . (Post O!llee) I - I I I I I '.: WASHINGTON 'County RESIDENT INHERITANCE TAX APPRAISEMENT ,; Estate of DAVID P. WEIMER, JR. Late of WASHINGTON Date .of' Death, .. MaT..C..h. ... .1.8 .. ,.: .. l.96.9 ..................... . Appraisenlel!t Docket Vol., ........... :~ ...... 7 ..................... . Page, eii .. 9..'/.~. 7 ......... No ..... §.~.;§.~.~.4..3..Q .... . .... -l Filed in Register's Office, .. .J..~.P..!i! .... .l..l.., .... J9 ... 7.3 l~. Amount of tax due, $.~ .............................................. -.................. . DEPARTMENT OF REVENUE Received,. " Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, r• Entered and charged, t ,. J i 1 l L --~-----_ ... _ -----.w ---~- NO DOCUMENTS FOUND AT TIME OF SCANNING