HomeMy WebLinkAboutOC1969-0438 - ESTATE OF SIMPSON. /
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INVENTORY
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of all real and personal estate of ________ :f.~:?._I?_~ ___ 9:_. ____ SJrr>-P..~9XL _______________________________________________________________________ deceased,
late o£.. ______
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/ ________________________________________________ Street ____________ ~------------------------------------------City _____________________________________________ Ward
·----------------~~-------------·-------·--·---------------·--··-··-·Borough .... Fall.oJorfield ____________________________________ Township, Pennsylvania. -f
PERSONAL ESTATE SCHEDULE
4o Shares Dashew Business Machines Inc., Common
@ 4-1/2
Indebtedness of Daniel R. and Doris A. Wright in
the face amount of $12,475.00 pursuant to Terms
of Collateral Installment Sales Agreement due
with 6% Interest on Demand
Interest 3/10/69 to 4/2/69
Land Contract to Jas. A. Woodson, Jr. et ux
to purchase Real Estate situate 118 Scalabrini
Avenue, Washington Township, Fayette County, Pa.
Land Contract to Claude Richardson, et ux to
purchase Real Estate Situate 502 Market Street,
Washington County, Pa.
Land Contract to Thomas Shorter, et ux to purchase
Real Estate situate Lot A Block 1 Plan of Wilson
Heights, Fallowfield Township, \'lashington~County,
Pennsylvania ____ .. -\
Pittsburgh National Bank, Charleroi Office
Savings Account #15239
First National Bank of Charleroi
Savings Account No. 852 ·
Wes·tern Pennsylvania National Bank, Belle Vernon
Office Savings Account #10764
Charleroi Federal Savings & Loan Association
Savings Account No. 3468
1960 Thunderbird Coupe
(as per Appraisal on file with Executor)
Bell Telephone Company
Refund on Account of Final Bill
Judgment Note dated November 20, 1961 of
Thomas Conti and due 11/20/63
$
$
180.00
10,905.93
39.99
12,629.14
4,819.57
12,464.26
11,440.05
12,078.82
300.00
2.45
1.00
78,030.05
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REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
Lot 71.44 x 100 x 72.52 in the rear, Brich
Avenue, having erected there·on a 2-story
frame dwelling on Birch Avenue, Fallowfield
Township, Washington County,. Fa.
Lot 40 x 100 Birch Avenue, hav~ng erected
thereon a 2-story frame dwelling on Birch
Avenue, Fallowfield Township, Washington
County, Fa.
Lot 42 x 100 known as Lot #22, between Route
88 and Birch Avenue, F'allowfield Township,
Washington County, Fa.
None
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
$ 2,800.00
6oo.oo
100.00
$ 3,500.00
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AFFIDAVIT OF EXECUTOR OR ADIIINISTRATOR
STATE OF PENNSYLVANIA l SS.:
COUNTYOF~ ~
Washington
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Personally before me, the undersigned authority, a Notary Public in and for
said County and State, appeared Charles E. Enlow, Assistant Vice President,
Pittsburgh National Bank
who, being duly sworn according to law, depose and say that PITTSBURGH NATIONAL BANK
is the Executor ~~~~~l'!:
of the estate of Jesse G. Simpson deceased,
that the foregoing schedules constitute a complete inventory and appraisement of the real
and personal estate of Jesse#:'G. Slimp son
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.
Pittsburgh National Bank
~rn and~-ubscribed before me )
t · day of =~~ 19]i:?l ~J ~~ )
~ ~ _2l A Assist.ant
B G"; ~~ Vice President
Executor or Administrator
Notary Public
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' I . LAST WILL AND TESTAMENT · · ·
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I, JESSE G. SIMPSON, of Hashington County, Pennsylvania, .
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being of sound mind and memory do make; publish and declare this my . . ...
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Last Will and Testament, hereby revoking and declaring null and void.;·· · '. any.~d all Wills and.Godicils by me at any time heretofore made. '· ·-,• ' -~i . ·. : ,'
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-~. : FIRST: I direct my Executor to pay my deb~s., . the expenses .. · ·
. ~f. _my las-t illness· and my funeral expenses.
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. , ... , ,. ·-, . SECOND: I give and bequeath all my j e\'Telry, automobiles, . .. ,. · .. ;. · .
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clothing and other purely personal effects, as·well as all_household' ·,:.,,
~· ,. · · ,goodS: a~d equipment l-lhich I may own, t:o my wife, VIOLETTA D. SIMPSON, .. · . . :'' ' . . . ' . . ' .
·;~.~/·if she survives me •. In the event my wife fails to survive me, I give
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·.and bequeath the aforesaid items to my son, JESSE GEORGE JOHNSON, if
he survives me •
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THIRD:. _ I.give and be<lueath the sum of Ten Thousand '($10 ,000 .00)
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Do;l.lars to the then living children of my son, JESSE. GEORGE JOHNSON, .in·
equal shares, for .the primary purpose' of aiding them to receive an education
·beyond the high school level, either a college education or its equivalent, ,
,, ... 'and it is my desire that i.if any . child of my said son i~ a minor at the time
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of my death, .that the Guardian of his. or her respective_ estates. bear this·,.:",--·""-~;~.,~=--·--····.·
desire in mind and provide funds ·primarily for his .or her education •.. In the
eve11t any child of my son ~should fail to survive me, his or her equal 'share
shall be paid and distributed to his =or the then living issue, per stirpes,
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or in default of issue shall be added to the other equal.shares herein dis-
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tributable to the other said children or thei~ issue, as the case may be,·
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to be distributed as though original parts thereof.·
FOURTH:· Ail. the rest, residue and remainder of my estate,. I
give, devise and bequeath to PITTSBURGH NATIONAL BANK, Pittsburgh,
·Pennsylvania, as Trustee under the following ·trusts.
l. TRUSTS.·. . ..
~· . \ A. My Trustee shall hold the principal of the Trust
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Estate for the use and benefit of my l'life, VIOLETTA D. SU1PSON, and shall . . ~ ' . ' ' : . '
pay to her, or for her benefit, the net income therefrom, in installments
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•1 ~nvenient to her, but not less frequently than annually,· for and during
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her lifetime, together -.;'lith so much of the principal thereof as my Trust:·ee,
in its sole discretion, shall deem advisable·, from time to time, for her
health, maintenance and support• '·tv,··
In addition! it being my express desire that my
wife shall not be placed ina hospital or nursing home, I authorize my
Trustee to eml:lloy MRS. CALLIER. JULYE, for so·long as she is willing and
able,· to care for my wife in her own home during her l'i.fetime~
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B. Upon the death of my wife during t~e ·period-of-··' ~-----~~--~:.:~ .c':~-
this trust for her benefit,· or upon my death in the event my wife fails to
su~ive me, .the principal of the,Trust Estate, as it is then constituted,.
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shall be held in trust and/or distributed as follows:.
1. One-fourth (1/4) thereof shall be held for the
use and benefit of MRS. ·CALLIE R. JULYE and mr. Trustee shall pay to her, or
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. for" her benefit, the net income therefrom,. in installments convenient to'· .
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her, but' not less frequently than annually' for and during her lifetime' ; .. .
together with so much of the principal thereof as my Trustee; in its sole .. .
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discretion, shall deem advisable, from time to time, for her health, main-:"'
tenance and support •.
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In. the event the aforenamed beneficiary dies·
· during the continuance of this ~eparate trust herein. created. for her benefit,
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.or 'is not living at the time for the creation thereof, my Trustee shall pay ·.· ': ' ,. . :, .
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and distribute the then remaining princ~pal of this separate share of the ,; . -. .
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.Trust ·~state to the AFRICAN METHODIST CHURCH, Honongahela, Pennsylvania', and
··l the;·AFRICAN METHODIST CHURCH, Charleroi, Pennsylvania;· in equal shares, to be·.· ...
us.ed for their general purposes~·
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2. One':"'fourth (1/4) thereof shall be paid and-dis-
. tributed ,to my son, JESSE GEORGE JOHNSON, 'absolut.ely and free of trust, or in ·. ·., "'. \
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th~ event' he· i~ not then living, . to his then living issue, pe~ stirpes and
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absolutely,. sub j ece-;lio~ve~er; "1b "'the min~ri ty ·provisions· hereinaf te~ set forth;'
or in default of issue then surviving my said son, this one':"'fourth (1/4) share
shall.be added in equal parts to the shares·distributable under the provisions
·of subparagraph 1. and 3. herein •
3. The remaining principal of the Trust Estate.~ ....
shall be paid and distributed, absolutely and free of trust,· to the follow;,
ing named beneficiaries in accordance with the proportions set opposite . . .
their respective names:·.
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, CAROL ANN SHEPPY, daughter of
FRED and HILLA SHEPPY, presently
of New Rochelle~ New York,
SANDY RAY JONES~ gqdch:i.ld of
-MRS. CALLIE R. JULYE, presently
of Belle Vernon,· Pennsylvania, ·
RONALD D. CHEATHAH, s·on of .. ~-
-JAMES and SHIRLEY CI-IEATHAH,''
presently of Charleroi,
Pennsylvania,-·
JA.t'1IE R. CHEATHA}I, daughter of .
JAMES and SHIRLEY CHEATHA}I,
present_ly of Charleroi,
Pennsyivania, ·
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}··In~; the event any-of the' aforenamed beneficiaries is not then living, the
I s~ .otherWise distrib~table to such deceased beneficiary shall be_ paid and
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distributed to his or her then living issue, per stirpes and absolutely, .•
subject,_' however, to the minori~~ pr~visions hereinafter set forth, or in .
. . . . default of such issue then surviving such deceased beneficiary, his-or her
share shai1 be distributed proportionately among the. other beneficiaries
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above named oz: their issue, as the case m~y b_e.
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II. · While in the hands of my Trustee, neither the .Prin_; .. ·.
' . ' ' cipal nor the income of the Trust Estate shall be liable for the debts
of any beneficiary hereunder, nor shall·th.e same be subject-to sei~ure
or attachment by any creditor of any beneficiary under any writ or pro-... ··.'
ceeding at iaw or in equity, and no beneficiary hereunder shall have
any. pcnver to sell, assign, encumber, or in any manner to anticipate or
d~spose of his or her interest in the Trust Estate, or in the income.
produced thereby.
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· . III. As compensation f~r its services hereunder~ my
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T~\ls'tee shall be entitl~d to dedu-~t:·~ r~as~nable :fee which fee shal:l ', i
f· . . _: ., . .
-be·in accordance with the then prevailing rate of compensation charged·
by my T~ustee for like services.
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In addition to the powers conferred by law, my· ..
· ·Executor and Trustee shall have the following discretionary powers:
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.~· • . • t ' A.·.· To retain as an investment for my estate and the .·
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trust ·.estate, \vithout any· d~ty .. of 'div~rsification, ~~Y and all property_,, ..
··_real' or personal, received hereunder,.' whic.h shall specifically include< . ,
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th7 authority to retain any stocks in' PITTSBURGH NATIONAL BANI< without .
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. ·liability as a result of such retention• .
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B. To invest and reinvest, including prlnclpal and
accumulated' in_come, in s to~ks , bonds , mortgages , . securities · or other... · ·
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prope.rty, real or per~onal: without being limit~d ·t~ ~heclasses of ' I
:.securities· or investments in ·which fiduciaries are aqthorized by law . ,. ,,,
to invest trust funds.
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·c. To sell any and all real .estate held as an asset . ·
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of my estate and trust estate at such times, at public· or private sale, for
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I ' ' ~ucli' prices and upon such terms as de~med advisable' Mtd to make, execute ·' ,,, • • •-;,-
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and deliver any deed or deeds. therefor, conveying title thereto in fee
simple absolute, or for ariy 'less estate to any purchaser: or purchasers,
freed and discharged of any and all trusts hereunc1er.
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D. To sell, exchange, lease,. encumber, option or othertdse .•
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dispose of all or any portion of my estate. and trust es~ate in such manner ..
· ·and upon such terms and conditions as shall be deemed a-d~isable, and which
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. shal~ specifically include the authority to grant leases which ext~nd beyond
the term of any trust hereunder and ~eyon:d the period authorized by law, and
to make, execute_and deliver deeds, mortgages, leases,_ assignments and other
documents necessary to effect any of the powers granted.-
E. To make distribution of·my estate and trust estate to
any person entitled'thereto in kind, in cash~ or partly in kind and partly . ,·:.
in cash, as deemed advisable, and to,, this end allocation of assets in kind .. ,
shall be in the sole discretion :of my fiduciaries.· Assets distributed in
' kind in satisfaction of any pecuniary distribution under the terms of this
· Will shall be distributed at their values on the date or dates of distribution~
·-_,. F. To. register or carry any investments held hereunder , ...
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or in the name of a nominee or nominees'; provided, . in their own name '·.
howeve~, that all such investments shall be·so designated upon the records
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of my fiduciaries that the trust or estate to which said investments belong
shall appear clearly at all times.
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G. To vote by person or proxy any and all stock held in
my estate and trust estate and to participate in any reorganization or
"" me.rger of companies or c~rporations _whose stock is so held. '· ' ·.; .
H. To borrow· for the purpose of my estate or trust
estate from any source, which shall include the author-ity to borrow from
an~ separate ~rust created herein, and as security for repayment, to hold ·
or pledge the whole or any part of my estate or trust estate.
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I. To retain in kind and contin\le to operate as a going .>
conc~rn during the administration of my :'~state and my tru5t estat~, any bi.Isi-
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·ness or l?usiness interest which I may ~ or have the c~ntrolling int;erest in
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·at the-t~me of my death, so long: as
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"advisable!, and niy fiducia~ies. shall
such retention and operation i~ deemed -
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be entitled to-adequate and reasonabl~ -
compensation for' their services in connection with the operation of s.uch busi-
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ness or briness interest in .addition to the amounts usually awarded Executors
or Trustees in connection with the administration of estates or trust estates.
During the period of time that such business or business interest is so oper_;
. '• .'1:. ate~, ,the fullresponsibility for the management and operation thereof may be
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delegated to any person or persons they may deem advisable .. Any such business •-··
-.or bu~ines~ interest may be incorporated if my 'fiduciaries deein such action-
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advisable. Hy fiduciaries' h~O'Hever' shall be authorized to sell or liquidate
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any such business or 'business· interest; upon such terms and conditions and to . . . . . . . . ' . ') - . I ..
' such person or persons, corporation or corporations 'as' they 'shall deem advisable;
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provided, ho~.revE}r, I direct my fiduciaries first extend an option to MRS. CALLIE-
-R. JULYE, to -purchase the same at s~Gh price an!i upon such terms and conditions
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as my fiduciaries may deem advisable; such optfo~·to extend for a term of six
. (6) months after. notice thereof to; the optionee. Hy fiduciaries shall be
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authorized to borrow from my estate or from the': trust"' est~te or from .ariy othe~
-·"source, what~ver money or moneys they deem advisable to enable them to ,.operate
such ·business or business .interest in the best interest of my beneficiaries~
My fiduciaries shall be ldthout liability for any loss arising from or occasioned
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by the retention, operation and/or the sale or liquidation of any such business.· r
or business interest.-. ~ .
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I direct my Executor to pay-out of the principal
.·;'of. my residuary estate .all Federal Estate,· State Inherita~ce, Estate ,
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and Succession Taxes imposed upon or with respec~ to my estate or any
property in which I may have. an interest, including any property not
forming a part of my test~entary estate but included _in my gr~ss'estate
for taX purposes, except any propert; over which I ha~ea taxable power
of. appointment in the event _it shall be held that I have not exercised · . . ' ..
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such Pqt-Ter of appointment in. this Will, at such times and in such man~cir ·
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·as my Executor in its· 'sole discreti~n shall deem advisable, and no stich
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· taxes or any portion thereof so· paid sh_all be collected ·from or ·paid by· . . .
any other person, persons., or corporati.~ns by ,.1ay of reimbursement,
· ... proration, apportionment or otherwise.
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'. ! SEVENTH: I name and appoint PITTSBURGH NATIONAL· BANK,.'
Pittsburgh, Pennsylvania,. Executor of this, my Last Will.and. Testament.·' .
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I appoint PIT~SBURGH NATIONAL BANK a~ Guardian· of .; EIGHTH:
.· .. any property which passes to a minor and with respect to which I am J.:
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authorized to appoint a Guardian and have not othen1ise: specifically:·
done so, granting it in this capacity the prn-1er to agree to any distri-.
bution of the said property that it deems advisable; the power to retain
any property, real or personal, received by it in kfnd and the prn-1er and
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. authority to sell the same upon such terms and conditions as'· it believes
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·advisable, giving good title to any real estate thus sold; and the pO\oler ·
and authority to invest in such stocks, bonds and/or other investments
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it deems advisable, without being limited to those investmepts incwliicn-;....~--~~-~-,~ ···~·
guardians are by la~-1 required to .invest 'minors' funds;· and the power and.·
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authority to disburse to or for the benefit of the minor wards so much
~-of the income and the principal of the minor's share of the said property
as it, in its sole discretion, deems advisable for the minor's comfort,
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maintenance, support.and complete ·education, includi~g preparatory, college '
and post· graduate or ~rofessional trainln" and to aid the minor in the· _: _ , _ _ ot
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_ event of any illness, injury or other emergency' affecting the minor wards ·
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wherein money is needed. :Any·-dis·bursements hereinabove authorized may be ·
mad~· to the parent, guardt~m or such other person ~~ ~ay have cust~dy of ..
the person of that minor at the time. such payments B:re made, without 1ia-.
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.·. , bi~ity on the part of PITTSBURGH NATIONAL BANK to see to the application
Qf)Said payments by the payee, and the receipt of any 'such p~rson shall b.e .··
a full acquittance of PITTSBURGH NATlONAL BANK as to any·amount so paid.
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'Wl~SS my hand and seal thi~·-.,;;:::.J....::c'-d.--day o{ ./ry·u·J
(SEAL)
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Signed, sealed, published and declared by-~he above named Testa-··
. tor; JESSE q. SIHPSON, as and_ for his Last Will and Testament, in the
presence of us, who at his request, in his presence and in: the prese~ce of . ·
each other have hereunto subscribed our names as ~ri. tnesses :. .
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Address
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S U P P L E M E N T A L
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of all real a•1d p~rsonal estate of. _________________ '!.~-~-~~----~-~----~-~~~-~9.~---------------------------------------------------------------·deceased,
late of--------------------------------------------:-----------··-·Street _______________________________________________________ City _____________________________________________ Ward
· -----------------------------------------------------------------------Borough _______ fl\L.LtO.Wf_;u.rr,._o. __________________________________ ToVI.'llShip, Pennsylvania.
PlERSONAL ESTATE SCHEDULE
SEE ORIGINAL
....
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REAL ESTATE liN PJENNSYL V AJ:!'JJ!A
Lot 40 feet x average 107 feet known as Lot 4
Block 9 Bowman Street, Fallowfield Township,
Washington County, Pa.
.·.;:
MEMORANDUM OF REAL ESTATE OUTSIDE
THE CO~illONWEALTH OF PENNSYLVANIA
.· '"'·
NONE
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':• AJFIFIDAVIT OJF EXECUTOR OR ADRUNllS'JrRAroJR
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STATE OF PENNSYLVANIA l
COUNrY OF !JfJrlPx~*Wlkx ~ SS.:
·said
Personally before me, the undersigned authority, a Notary Public in and for
County and State, appeared Charl.as E. ~En] ow, Assistant Vj c.e...._E.x:as..i.den.t
------------~~.t±sb~~,~~~,~--------------~~~~~~~~~--~----being duly sworn according to law, depose and say that PITTSBURGH NATIONAL BANK who,
-------------..,...._-·-.....-------__ is the Executor X>XX~l\!X~NK of the estate of .Tesse G. s; mpc:on_ . deceased,
that the foregoing schedules constitute a complete inventory and appraisement of the real
and personal estate of .Jesse~~--~~--~----~--~.~--------------------deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures
opposite each item of real and personal estate in the foregoing schedule:;; are determined
and stated by the undersigned to be the fair value of said items as of the date of the
decedent 1 s death·• ""
· -Sworn and ~ubscribed. before me )
this/ ( day of /J?~ · .192/) .··~.97z~· ·~
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PITTSBURGH NATIONAL BANK
.. ~··· · · . Assistant ·BY:~~ llice ~dent
. · Executor S{x~~ktx~Jex~
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TR-2 REV . .il-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF JESSE G. SIMPSON, DECEASED
FIRST AND PARTIAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNK
EXECUTOR
NO. 80772-3
PITTSBURGH, PA. March 15, 1971
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 4 to 7 $78,030.05
Amount transferred from
Principal-Realty 3~592.37 $ 81,622 42
Disbursements Pages 8, 9 and 10 18,886 56
Balance $ 62,735 86
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 11 $ 8,128 07
Disbursements Page 12 2,952 72
Balance 5,175 35
SCI{EDULE C
PRINCIPAL -REALTY I
Receipts Page 13 $ 3,697 75 I
Disbursements Page 13 $ 30.38
Amount transferred to
Principal-Personalty 3,592.37 3,622 75
Balance 75 00
NET BALANCE $ 67,986 21
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JESSE G. SIMPSON
r.:-
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Stock
Dashew Business Machines, Inc.
40 shares Common
Bonds
',, \\ General Electric Co. Short Term Loan
~ General Motors Acceptance Corp.
· ;~ Short Term Loan
Savings Account
Charleroi Federal Savings and Loan
Association
$12,475 indebtedness of Daniel R. and
Doris A. Wright pursuant to terms of
collateral installment sales agree-
ment dated 1/10/61, having a date of
death balance of $10,903.93, with
interest at 6% 6% -due on demand
Miscellaneous
Thomas Conti $5,000 Judgment Note
dated 11/20/61, due 11/20/63, with
interest at 10%
Land Cgntract to Jas. A. Woodson, Jr.
et u·x -118 Scalabrini Ave., Washing-
ton Township, Fayette County, Pa.
Land Contract to Claude Richardson et
ux-502 Market St., Donora, Washing-
ton County, Pa.
Land Contract -Thomas Shorter et ux
Lot A Blk 1 Plan of Wilson· Heights,
Fallowfield Township, Washington
County, Pa.
Amount forwarded
-2-
$ 180 00
$ 11,000 lOO
21,000 00 32,000 00
1,500 00
10,408 311
$ 1 00
4,035 07
1,382 82 17,814 28
~ 61,902 59
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JESSE G. SIMPSON
TII!·ZA II!IEV. e-ez
Amount forwarded $ 61,902 59
Automobile -Delivered to legatee
See Exhibit No. 1, page 14 300 00
$ 62,202 59
Cash 533 27
$ 62,735 86
'
INCOME;-PERSONALTY
Cash 5,175 35
PRINCIPAL -REALTY
Lot #4, Block 9, Bowman Street, Fallow-
field Township, Washington County, Pa. 75 00
$ 67,986 21
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JESSE G. SIMPSON
TI!I·ZA I!IEY. -z
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
051 1970
6 May Inventory filed $ 78,030
~ssets Purchased
1969
$18,000 United July 3 States Treasury Bills due
17,446' 12/18/69 $ 60
Aug. 8 $12,000 United States Treasury Bills due
1/29/70 11,597 91
Dec. 23 $18,000 United States Treasury Bills due
5/7/70 17,486 92
1970
Feb. 9 $20,000 United States Treasury Bills due
4/30/70 19,656 00
Apr. 30 $24,000 Ford Motor Credit Co. Short Term
Loan 24,000 00
May 11 $17,000 General Motors Acceptance Corp.
Short Term Loan 17,000 00
July 7 $19,000 Ford Motor Credit Co .. Short Term
Loan 19,000 00 I
14 $17,000 General Electric Co. Short Term I
Loan 17,000 00
Sept. 15 $21,000 General Motors Acceptance Corp.
Short Term Loan 21,000 00
J
1971 I
an.· 4 $17,000 General Electric Co. Short Term
Loan 17,000 00
4 $21,000 General Motors Acceptance Corp.
Short Term Loan 21,000 00
M ar. 11 $11,000 General Electric Co. Short Term
Loan I 11,000 00
$ 213,187 43
Cash disbursed to purchase above assets 213,187 43 0 00
Amount forwarded $ 78,030 05
-4-
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JESSE G. SIMPSON
Tllt-2A IU:V. e-412
Amount forwarded $ 78,030 05
Sale and Conversion of Assets without
Gain or Loss
1969
May 8 Proceeds withdrawal in full savings account
at Pittsburgh National Bank $12,464.26
Carrying value 12,464.26 $• 0 00
27 Proceeds withdrawal in full savings account
at First National Bank of
Charleroi 11,440.05
Carrying value 11~440.05 o· 00
July 16 Proceeds withdrawal in full savings account
at Western Pennsylvania National
Bank 10,442.97
Carrying value 10~442.97 0 00
Dec. 18 Proceeds redemption $18,000 United States
Treasury Bills due 12/18/69, at 100 (por-
tion of proceeds allocable to
17,446.60 principal)
Carrying value 17~446.60 0 00
1970
Jan. 29 Proceeds redemption $12,000 United States
Treasury Bills due 1/29/70~ at 100 (por-
tion of proceeds allocable to
principal) 11,597-91
Carrying value 11~597.91 0 00
Apr. 30 Proceeds redemption $20,000 United States I Treasury Bills due 4/30/70, at 100 (por-I tion of proceeds allocable.to
principal) 19,656.00
Carrying value 19~656.00 0 00
·M ay 7 Proceeds redemption $18,000 United Statesn
Treasury Bills due 5/7/70, at 100 (por-
tion of proceeds allocable to I
principal) :17,486.92
Carrying value 17,486.92 0 00 1970
Jan. 20 Proceeds partial withdrawal from savings
account at Charleroi Federal Savings and Loan Association 10,578.82 Carrying value 10~578.82 0 00
July 7 Proceeds sale $24,000 Ford Motor Credit Co.
Short Term Loan at 100 24,000.00 Carrying value 24,000.00 0 00
10 Proceeds sale $19,000 Ford Motor Credit Co.
Short Term Loan at 100 19,000.00 Carrying value 19.2000.00 0 00
Amounts forwarded $ o. 00 ~ 78,030 05
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TI'I·2A I'IIEV. e-e2
1970
Sept. 15
JESSE G. SIMPSON
Amounts forwarded
Proceeds sale $17,000 General
Acceptance Corp. Short Term
at 100
Carrying value
Motors
Loan
·$17,000.00
17,000.00
Dec. 30 Proceeds sale $17,000 General Electric Co.
30
1971
Short Term Loan at 100 17,000.00
Carrying value 17,000.00
Proceeds sale $21,000 General Motors
Acceptance Corp. Short Term Loan
at 100 21,000.00
Carrying value 21,000.00
Mar. 11 Proceeds sale $17,000 General Electric Co.
Short Term Loan at 100 17,000.00
Carrying value 17,000.00
Daniel R. and Doris A. Wright,,
Payments account principal
7/22/69 to 2/18/71
Carrying value
Thomas and Helen Shorter, 6% ·-
Payments account principal
9/26/69 to 3/11/71
Carrying value
Joseph A. Woodson, 6% -
Payments account principal
8/8/69 to 2/18/71
Carrying value
6% -
497.62
497.62
318.75
318.75 '
$ 0 00 $
0 00
0 00
0 00
0 00
0 00
0 00
0 00
Claude Richardson, 6%
Payments account principal
8/8/69 to 3/5/71
Carrying value
784.50
784. 50 11----0---+-'0...;..0
Miscellaneous
Increase in carrying value of James A.
Woodson, Jr. et ux land contract re
118 Scalabrini Ave., Washington Township,
Fayette County, Pa. re the following
payments:
County, township and fire protection
tax -7/9/69 $
1969 Belle Vernon Area school tax -8/4/69
Liability insurance -5/5/70
Fire insurance -8/27/69
1969 county and township taxes
1970 BelleVernon Area school tax-
9/21/70
Fire insurance -2/19/71
Cash disbursed to pay the above
Amount forwarded
-6-
$
35 79 64 23
23 00 6 00
36 52
69 87
85 00
320 41
320 41
78,030 05
0 00
0 00
78,030 05
JESSE G. SIMPSON
TR-.ZA .. lEV. -2
Amount forwarded $ 78,030 05
Amount transferred from Principal-Realty 3,592 37
$ 81,622 42
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JESSE G. SIMPSON
DISBURSEMENTS
Family Exemption
1969
May 8 Violetta D. Simpson, widow
1969
Apr. 14
17
23
May 6
13
15
May 23
July 7
Aug. 12
12
Sept. 26
Nov. 5
20
26
~dministrative Expenses
Russell Marino, Register of Wills -
Grant of letters testamentary and 6 short
certificates $
~ashington County Reports -
Advertising letters testamentary
Russell Marino, Register oT Wills -
Certified copy of will
~ussell Marino, Register of Wills -
2 short probate certificates
!Russell Marino, Register of Wills -
2 short certificates
~alley Independent -
Advertising letters testamentary
~ohn D. Woodward, Recorder -
Photo copies of deeds and article of
agreements
Pittsburgh National Bank -
Reimbursement for photo copy of article
of agreement
Pittsburgh National Bank -
Appraisal charges -
104 West Main St., Monongahela, Pa.
Route #88, near Davis Ave., Fallowfield
Township, Pa.
Route #88, near Wood St .. , Fallowfield
Township, Pa.
Pittsburgh National Bank -
Appraisal charge -
150 acres off Brownsville Road, Fayette
City, Fayette County, Pa.
Residence -Birch Ave., Fallowfield
Township, Pa ..
Improved Birch Ave., Fallowfield Town-
ship, Pa.
Route #88, Fallowfield Township,
Washington County, Pa ..
Pittsburgh National Bank -
Appraisal charge re 118 Scalabrini St.,
Washington Township, Fayette County,Pa.
Callie R. Julye -
Services in ascertaining and collecting
assets of decedent
Commonwealth of Pennsylvania -
5 death certificates
Pittsburgh National Bank -
Appraisal charge re Route #88 and
McKinley St., Fallowfield Township,
Washington County, Pa.
Amounts forwarded
-8-
$
32 50
14 00
12 50
2 00
2 00
10 75
4 50
1 06
35 00
35 00
35 00
35 00
35 00
35 00
35 00
35 00
150 00
5 00.
35 00
$
549 31 $
1,000 00
1,000 00
1969
Dec.
1970
Feb.
Mar.
May
June
Aug.
1971
Mar.
JESSE.G .. SIMPSON
Amounts forwarded
16 Federal Insurance Co. -
18
Open penalty bond premium re replacement
of 40 shares Dashew Business Machines
stock
Pittsburgh National Bank -
Appraisal charge re 502 Market St.,
Donora Borough, Washington County, Pa.
18 United States Stock Transfer Corp. -
Transfer fee re 40 shares Dashew Business
Machines, Inc.
20
5
7
30
25
15
15
Russell Marino, Register of Wills -
2 short certificates
United States Stock ·Transfer Corp. -
Transfer fee re 40 shares Dashew Business
Machines, Inc.
Russell Marino, Register of Wills -
Additional cost re grant of letters and
filing inventory
George B. Stegenga -
Reimbursement·· for costs re photostats of
·deeds
Pittsburgh National Bank -
Appraisal charge re lot #4 blk #9,
Bowman Street, Fallowfield Township,Pa.
Maintenance and preservation of various
properties situate Washington County,
Pa. -·
Taxes -
1970 county, road and township -
7/30/70 to 8/26/70 $70.38
Insurance -
Fire -8/27/69 to
11/6/70
Refund
Liability -
11/13/69 to 11/6/70
Refund
Elliott Carson -
Cleaning up and hauling
debris -6/24/70
Callie R. Julye -
$177.00
113.00
106.00
47.00
64.00
59.00
45.00
Reimbursement for locks·-1/22/70 5.00
George B. Stegenga -
Attorney's fee -
8/27/70 -on account
3/15/71 ··_ balance
James L. Bowman -
Attorney's fee -
8/27/70 -on account
3/15/71 -balance
Russell Marino, Register of Wills -
Filing this account
Pittsburgh National Bank -
Executor's compensation
1,000.00
1,250.00
1,000.00
1,250.00
Amount forwarded
-9-
549 31 $
3 90
35'00
3 00
2 00
11 00
4 00
15 00
243 38
2,250 00
2,250 00
29 00
4,100 00
$
1,000 00
9,496 84
10,496 84
JESSE G. SIMPSON
TI'I·ZA I'IIEV. -2
Amount forwarded $ 10,496 84
1969
Wreferred Debts
May 8 William R. Taylor Funeral Home -
Funeral expenses $ 1,273 93 I 8 Violetta D. Simpson -
Reimbursement for purchase of burial
vault 429 ,30 1,703 23
Other Debts
1969
July 9 Malcolm L. Morgan, County Treasurer -
1969 county personal property tax $ 84 64
21 Ben Cooper, Tax Collector -
1969 Fallow~ield Township road tax 15 55
21 Ben Cooper, Tax Collector -
Charleroi Area School District tax for
1969 on properties in Fallowfield 83 82 Township, Washington County, Pa.
21 Malcolm L. Morgan, County Treasurer -
1969 real estate taxes on properties in
Fallowfield Township, Washington
26 6o 61 County, Pa. 210
Other Taxes
1969 June 18 Russe~l Marino, Register of Wills -
Pennsylvania inheritance tax -
15% of $10,000.00 $1,500.00 I Less discount 75.00 $ 1,425 00
1970
June 29 Internal Revenue Service -
Federal estate tax 1,050 88
July 1 Russell Marino, Register of V:fills -
On account Pennsylvania transfer
inheritance tax 4.000 00 6_,475 88
$ 18,886 56
-10-
JESSE G. SIMPSON
TIII·ZA IIlEY ..... 2 i
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Savings Accounts
First National .Bank of Charleroi
To 5/1/69 ,, $ 210 90
'/
Western Pennsylvania National Bank
To 6/30/69 · i 208 44
Charleroi Federal Savings and Loan
Association
To 12/31/69 565 06 $ 984 40
Interest -Bonds
Ford Motor Credit Co. Short Term Loan
t24,ooo -to 7/7/70 $ 351 61
19,000 -to 7/10/70 12 12
General Motors Acceptance Corp.
Short Term Loan
$17,000 -to 9/15/70 458 12
21,000 -to 12/30/70 398 71
General Electric Co. Short Term Loan
I $17,000 -to 12/30/70 546 70 17,000 -to 3/11/71 148 84 .
United States Treasury Bills
$18,000 -to 12/18/69 553 40
· 12, 000 -to 1/29/70 402 09 I 20,000 ·-to 4/30/70 344 00 18,000 -to 5/5/70 513 08 3,728 67
Interest -Notes
Daniel R. and Doris A. Wright, 6%
7/22/69 to 2/18/71 $ 1,187 39
James A. Woodson, 6%
8/8/69 to 2/18/71 1,434 84
Claude Richardson, 6%
8/8/69 to 3/5/71 529 50
Thomas and He.len Shorter, 6% 9/26/69 to 3/11/71 263 27 3_,415 00
$ 8,128 07
-11-
JESSE G. SIMPSON
TI'I·ZA .. t:V .... 2
DISBURSEMENTS
1970 county personal property tax $ 40 74
Internal Revenue Service -
1969 income tax on accumulated income -'
4/13/70 ·-254 57
Pittsburgh National Bank -~ ·"i '>'•
Executor's compensation 487 68 $ 782 99
'
Distribution
Pittsburgh National Bank, Executor of the
Estate of Violetta D. Simpson, Deceased
#80791-9 -
Net income accrued to 10/24/69, date of
death 2_,169 73
$ 2,952 72
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JESSE G. SIMPSON
T"·ZA "I!:V .... z
SCHEDULE C
PRINCIPAL -REALTY
'
RECEIPTS . ....
1970 '.
May 6 Inventory filed $ 3,500 00 1971 16 Mar. Supplemental inventory filed 75 00
Gain on Sale of Assets
1970 ~? Dec. 7 Proceeds sale lot #22 situate between
Route 88 and Birch Ave., Fallowfield
Township, Washington County, Pa. $ 225 00
Less -Pennsylvania transfer tax 2 25
Net proceeds $ 222 75 Carrying value 100 00 122 75
; j $ 3,697 75
i
-~~ \f
DISBURSEMENTS
Loss on Sale of Assets
1970
June 30 Proceeds sale properties situate Birch Ave.,
Fallowfield Township, Washington County,
Pa. $ 3,500 00
Less
Pennsylvania transfer tax $35.00
Seller's share of 1970 taxes 95.38 130 38
Net proceeds $ 3,369 62 Carrying value 3,400 00 $ 30 38
Amount transferred to Principal-Personalty 3.592 37
$ 3,622 75
-13-
• 1.' ) • . . . .
JESSE G. SIMPSON
T"·ZA .-EV. -z
EXHIBIT NO. 1
PRINCIPAL -PERSONALTY
Per Article Second of Will:
To: Violetta D. Simpson -
1960 Ford Thunderbird coupe -
delivered 6/10/69 $ 300 00
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SMK:rw -14-
.
Washington·· Counft Reports
63 SOUTH MAIN STREET
Washington, Pennsylvania
(PUBL.ISHED 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 W ASHINCTON t
STATE Ol' PENNSYLVANIA ( SS.
Personally appeared before me, a Notary Public in and for said County and
Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and
says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the
official legal periodical for said Washington County, publis'hed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in t'his behalf; that the said WASHINGTON COVNTY
REPORTS was established on March 31, 1920, and was designated as the official
legal publication for Washington County, Pennsylvania,. by order of the several
courts of said County, dated November 11, 1920; that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement, exactly as printed
or published, which appeared in the said legal periodical in its regular issues on the
following dates:
......... .Apxi1 ... 24., ... 1.9.ML ................................. ..
.......... Ma;r. ... l., ... s., .. ..l.9.6.9 ..................................... .
that the affiant or the corporation in behalf of which he is acting is r;ot interested
in the subject~}Jfft said notice or ac~ing an~;.7u all of the allegations of
this affidavittJ1C:;J';j and 0?. er !10 tt;:t_/
. .. ............... /. ................................................................. .
· Editor
Sworn to an
-------~·-_}aY oL. ......... l'<iay. ...................... , 196 ... 9 .. .
:::~~::~=~f--
Washington, Washington _co., Pa.
My c3mmission Exp1r·eS
November 1, 1969
Estate .es The R of Wills has granted letters,
testament· y 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 .
• • • • • • • • • • • • • • • • •
SIMPSON, JESSE G.; Dec'd.
Late of North Char-leroi, Washington County, Penna.
Executor: Pittsburgh National Bank
6 S. Main St., Washington, Pa. 1530i
Attorneys: James L. Bowman 1224 Frick Bldg., Pittsburgh, Pa. '15219, George B. Stegenga, Washington Trust Bldg., Washington, Pa. 15301
,------~~--
)
I Proof -~f Pubnca\.n of NOtice. in The vJey Independent
Under Act No. 587, Approyed May 16, 1929, P. L. 1784,
as amerided by Act. No. 51 of April 24, 1931, P. L. 67
State of Pennsylvania
County of Westmoreland }ss:
Assistant
• '"t. .....
Personally appeared before me William H. Pore, Sec,-etary of Mon Valley Newspapers, Inc., a Penn-
sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says
that The Valley Independent is a daily newspaper of general circulation in Fayette, Washington. and
Westm6reland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland
County, Pe~nsylvania, that it was established June 28, 1902, since which date The Volley Independent
has been regularly issued in said county, and that a copy of the printed notice qr publication is attached
hereto exactly as the same was printed and published in the regular editions and issues of The Volley
Independent on the following dates, April 18, ~,__,1"""9-'-6""-'9----------
April 25 and May 2, 1969
Affiant further deposes and says that he is General Manager of The Valley Independent, a
doily newspaper of general circulation, and as such is authorized to verify the foregoing statement
under oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertise-.
ment, and that all allegations in the foregoing statements as to time, place and character of publica-
tion ore true. ~~ ) . ~
COPY of NOTICE
. ,.-~
'
Sworn to and subscribed be
My commission expires
'-7 c=-----
CHAf\LE . P . ofol1y :~t!JbJ'icubllc Monessen, We\ t ,,,;r ;;.l!t , J.,. Pa_,
My Comu,i£Gio!l i:xpi;·es
..__Jallli<SJ :1 :9:7).
STATEMENT OF ADVERTISING COSTS:
Pittsburgh National Bank
Trust Department; 6 South Main Street
Washington, Pa. 15301
TO MON VALLEY NEWSPAPERS, INC., .OR.
For publis~ing the notice or advertisement atto1Ched hereto in The
Valley Independent on above stated dates .................. $ 10.00
/
Notary ....... :. .................................................... ~ .......... $ • 75
( Total $ 10.75
PUBLISHER'S RECEIPT FOR .ADVERTISING COSTS
Mon Valley Newspapers, Inc., publisher of The Va:Uey Independent, a doily newspaper of general
circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi-
fies that the some have been duly paid.
MON VALLEY NEWSPAPERS, INC.
By
Testate Form
PETITION SUR AUDIT J
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Esta·te of ... ~~~-~-~--Q: ... ?.~!l!P.~~~---································· ...... . No ... ~).$ ... 9.t .. ;1,9.Q9. .......................................... A. A
Fiduciary ... ~~~~-~-!'.'!.~~~--~~~~~~~~--~~~~---············
···············--~~~f:!-!.t.9! ............................................... .
Deceased
Date of Date of
Decedent's death.Ai>.J;JJ ... ?., .. J~.9-~---··································-Grant of Lettters ...... ~l>.:.~-~---~-?.! ... ~?.?.?. .............................. .
This is the .... IJ:f'.~~---~~-~---~~.1:-~J~J. .................................... account filed in this estate
If there have been former accounts filed in this estate, list file number or nul"(lber and term ..... ~~~~---~~~~~---········
Election to take None filed
Under or Against will. (cross out one)
Date Election Place of;
Filed ....... ." ........ ~ ................. Record ....... : ..................... .
Name of surviving spouse .. .VJ.<?J.~.t.t.~ ... l?.! ... $JJ!!P.~.9.J;l; __ (R:i,~~--Q~~~P.~~-)~_, __ .J5!?5!2 ..................................................... .
List issue, where material:
Did decedent marry after execution of will? (indicate) ¥es: ~o.)Any children born after execution of will? (indicate)
'¥::ss. (t'Jo) If answer yes, name them ................................................................................................................................. .
-------------------------------------------------------------.................. -----------........ -----....... --------............ ------------------......................................... : ...... -------------. ~-.. ------.. ----_ .. __ --... .
Leg.atees
Violetta D. Simpson
(Died October 24, 1969)
Relationship
Spouse
Children of Jesse George Johnson: Grandchildren
Jesse George Johnson (Born August 20, 1954)
Janet Marie Johnson (Born January 1, 1956)
Elizabeth Ann Johnson (Born December 7, 1958)
James Edward Johnson (Born February 18, 1960)
Joanne Lyn~'Johnson (Born August 8, 1961)
Pittsburgh National Bank, in trust
for Callie R. Julye
Jesse George Johnson
Carol Ann Sheppy (now Saunders)
Sandy Ray Jones (Born July 12, 1963)
Son
None
None
Ronald D. Cheatham (Born Sept. 5, 1958) None
Jamie R. Cheatham (Born Nov. 12, 1960) None List, if exceptions to above: Adeemed: Revoked:
l.nterest
Automobile,etc.
and Income from
Trust
$2,000.00
$2,000.00
$2,000.00
$2,000.00
$2,000.00
~ Residue
i; Residue
1/6 Residue
Fiduciary, .. if deceased or not sui juris
Pittsburgh National Bank,
Executor
1/6 Residue Pittsburgh National Bank, Gdn.
1/12 Residue Pittsburgh National Bank, Gdn.
]/12 Residue Pittsburgh National Bank, Gdn.
Lapsed: Abated: Give Cause:
Violetta D. Simpson, spouse and life tenant of trust, died October 24, 1969'
If partial intestacy, give facts:
None
Notice to interested parties. Have all parties, having either vested or contingEnt interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice .of the filing of the account
and of call of audit? (Yes.) ~e.
If · . t" · · No exceP.tions any excep 1on g1ve cause ............................................. .
File copy of Notice
and date of mailing .. J'1<;1X.9.b. •• f..5 .•... l9.7.;1, ......................................................................................................... , ........•.... , .. ,
I e t t b" t t h fT . f F d I E t. . T R ' Yes · · · · · · s s a e su Jec o t e 1 mg o a e era s ate ax eturn ....................................................................................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.~.l-~.Q.9.!.9.9 .. .P.~.:hc:l ... J.~n~ .. J?., ___ ;I,9..9.9.. .. l~ss
prompt payment Discount -$4,000.00 paid June 30, 1970
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant . .V.t.C?.t~.tt~---··
.J!.~--~-~!!l.P.~.'?P-.2 ... ~-~E.Y.~.Y.~-~& .. ~.P.9.~~-~'---~~~~--~~~-----~~-'----~~-?.? ... Q?.~-~-~--_f!_c:_~_?.l?.~.~--?.~J ... ~~~~) ....................................... .
Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts
of such claims; state whether· they are admitted to be correct; and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
The Accountant is of the opinion that it would be more economical to place the bequests
to the children of Jesse George Johnson in Savings Accounts, subject to withdrawal a.t
date of majority or on an Order of Court, than to place ·same . in formal Guardian Accounts)
Principal Personalty $62,735.86
7-5.00 Balance for distribution per account, Principal Realty
5 '17 5 ~5 ............ $.~.?.,.~?.~:}1 Itemize any addition~! debits not shown by account: Income ....
Principal Person~lty
IncOTite
(See~-,Supplement. attached hereto)
Total additional deb!ts (Add).
Itemize any additional credits not shown by account: ,
'' L· " .' J"
·Prin~ipal Person~lty
Income
(See Supplement attached hereto)
Total additional credi1ts (Subtract)
Balance for distribution -
Principal
Income
None
$633.86
$9.~~~-~9. ....................... .
$ 40.48
321.44
$~-~J.:.9.?: ......... ~ ............. .
$62,770.38
5,487. 77 $ .. 9.~.)-~.?-~!.l? .......... .
If balance for distributtion is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
See Supplement to Account attached hereto
If Family Exemption claimed by Petition, give place of Record: .. ~-~-~-~---~-I)---~~?.1?_1_1_ __________ "----------------------------------------------
If Family Exemption is claimed at audit, give name, 1relationship and basis for Claim: _______________________________________________ _
List any advancement or distribution on account that has been made, and nature and amount of same:
1960 Ford Thunderbird Coupe delivered in kind to Violetta D. Simpson at appraised value
of $300.00 (Credit for this advance distribution was not taken in account filed)
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to t~~e in kind if balance is not in cosh: residuary shares being stated in proportions:
To Viqletta D. SiP1pson -1960 Ford Thunderbird Coupe at appraised value of $300.00
(Credit to be taken for advance distribution)
To Pittsburgh National Bank, Executor for further administration:
40 shares Dashew Business Machine, Inc. Common Stock
Savings Account~at Charleroi Federal Savings & Loan Association
Collateral Sales Agreement of :Daniel R. and Doris R. Wright
Judgment Note of Thomas Conti
Land Contract o.f Claude Richardson et ux.
Land Contract of James A. Woodson, Jr. et ux.
Land Contract of Thomas Shorter et ux.
Lot 4fo4, Block 9, Bowman Street, Fallowfield Twp., Washington Co.
$180.00
1,500.00
10,362.28
1.00
4,000.24
12,339.-21
1,3.24.73
75 .oo
$29,782.46
To Jesse George Johnson, a minor )
Janet Marie Johnson, a minor )
Elizabeth Ann Johnson, a minor )
James Edward Johnson, a minor )
each $2,000.00 plus interest from April 2, 1970,
to be placed in Savings Accounts, subject to
withdrawal upon minors attaining majority
Joanne Lynn Johnson, a minor ) or upon Order of Court. -
To Pittsburgh National Bank, in trust for Callie R. Julye
To Jesse George Johnson
{
To Carol Ann Sheppy (now Saunders)
To Pitt~burgh~~ational Bank, Guardian of Sandy Ray Jones
' ··~. ~ ~ : :~ ·:~.
To~;'~-~ttsbu~'gh National Bank, Guardian of Ronald D. Cheatham
_... To--~'{t._~·sburgh National Bank, Guardian of Jamie R. Cheatham
· ,, .· -'~lG:.OUNTY OF WASHINGTON, SS:
'."COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
t Residue, including t
Income Cash in amount of
$1' 371.94
t Residue
1/6 Residue
1/6 Residue
1/12 Residue
1/12 Residue
being duly .. ~~~;r:~--------------------------doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
his · · · to the best of ________________________________ knowledge and bel1ef.
---~-~~~-~-----------------------------------to and subscribed before
Pittsburgh National Bank
me this.L~-,--doy of ... J1?.Y. ___________________________ l9.?.L. . .. '!-!X.~~-----------------------------------
s. . f Off.-·. · ~~ Ji2e. 6 _A._o _ ..r Assistant Vice President 1gnature o lcer.~.(.:v':---~-~--~---------=---·~.
? . . ...
Title of Officer .. N.<:l.t~XY.:~.l:l.l?.U.c:: .................................... .
Office . NORMA JEAN PEES exp;retota;Ytii.i-."rit;W;$ii;ii~ion:·washinit0ne6.~--------------···-
~;y C-.'~·:-~:~ Expires December 29, 1974
. ,
..
No. 4J.~ .. .9.t:..J.9.9.9 ..................................... A.A.
~-• J
Estate of .. :!.~~~: __ 9..;:~Simpson, ? . ---~--~·-:··-~·-··············· . ' "\ -
Deceased
Fiduciary ... f.i-.tJ:.~Jmr..gh_.Ni=!~1:~!!§!J .. ~~!!~.1 .....
............. Ex.ecut.or ............ : ............................. ..
PETITION. SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Co1,1rt. Rules
adopted effective December· 3, 1951, being
rule No. 9: pa rag ra ph b-e; and divisions
thereof: shown on pages 23-24.
1. Written praecipes of all Counsel in the
case.
2. Copy of. order appointing Guardian ad
litem, if ·pertinent. ·
3. Copy of Order appointing Trustee ad
litem, if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A or on attest copy of Will.
6. Copy of invento~y and appraisement.·
7. Proof of advertisement of grant of letters
if not filed with account.
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
10. Copy of Federal Estate Tax return if es-
tate is subject thereto.
James L. Bowman
George B. Stegenga
~2
Attorney
'\fd ''08 1)0l.8N1\-ISVfi\
S Tl ! n. .:\ 0 'l! 31. S I v 3 'cl
o 1\1 1 ~1 \:1 :.~~ ~·~ ~, J. ':) s n H
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• • •
PITTSBURGH NATIONAl. BANI< Ce:t:tificate of Title eviclencing t!w ·
ownership of 1960 Model Ford Thunderbitd Coupe-,QW'tled by th~
tate Je,sse Ch. S-:tmp~c::m, au4 he~eby autbort~e sa:t.d P:t~:tsbursb' ·
National lh1M to take ex-edit for the ~delivery torrme o;f such .. . . . . . ., . . . . . l''
autQmo'bile at the appr~ised value ()f Th:t"ee Hundted; :and no/tOO
($300.-oO)·DoUa~s as an advance dUtttbuti.on under ttem Second
<)f the :Will o-f Jesse G~ · Simpsen in t~tr Acc:Qunt~ll8 and the
Petition -for Audit :l.il cot)n$cl;:~.o~, .wi,t:.b said e$tate.,.
qj~rn~ :.. -.J::'-.!YL I -.... -~..._,
Violetta D. S'impson .. ·
W;J:TNESS:
' . ..
• •
a_ a 11 a ,. tt· "'-· . ...,.. -..A ..... A·A..·A
Mm. NOW!, tbl$ .,.,..,/..a~,1,, d;y ~-f •Soy.., 1969;• 1, Vl~
t. $DtPSON,. bett.aby 4t'ilt~11edg~ to have .reeetvcd of ·4\nd fr~
rtmauaott ~t~-lMNl tbQ $Utll q,f ONa mouSJ®) 4m NO/too
($1,.000~-00) ~-!..it p.t.l~t of: my famU.y /fU~.,~~ i,n tht
-. l, __
tt.tlt$t• of J~$C~ G. StJ@#'"'t)tt d~e~-seii, ~ lt;~.t~bf 4~tb"Ol"l1aG !!iS:id
. Pt~'ab•P t'*itl~~ ~-¢ t:o "~ ~~tcGdit; fm:, oaid ~•a' t(lf -~ ,.
ln t:h~t~ ttccowtl.~ tJ:ml totll:t:.lmt i~ ~dtt tb 1).~ ·filed wt1;h tho
'
·OJ!pbarm' ~.wrt 10'1 Wa$btnat:on County il\ con®ctimJ with ti'wi!'
4~iS:tt'(itiOA of tt'l¢1JO!!t4~ of ~aid J~$~ c. Elb.np$<ma de~:~~~
tJ1'1-S:·
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I
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. PITTSB~RGHI NRTIIONAL BANK
. .
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Mr ... ~s~o ceorse: J~ol1:
1433 rerr-11 ta.nt ; ~1•, Mlr,.u~~ :·: 20115·
De~~ .. Mr • JOWQtU
PITTSBURGH, PENNSYLVANIA .15230
PITTSBURGH NATION At BANK
WASHINGTON OFFiL :3
WASHINGlO~. P/ .•
. -
'
tfe 4rtel~o herewith :4'opy a~ :Our P.itst and l?4l:eta1 Ac(l.ount 4t li*"utol"
of ·t~ B9~~6 of Jciaiilf c; •. S.liap:tu)ll,1 ~eaeoa, -whtch -&~aunt:: W. ... ~ J:nid ,
·day .fiJ•4 .. '~ MO.-63..,69:or.l•38 ill .tho OffU:e of tho lcglatot··Gf· Vill~ ~f · Wtuthtfia.toa·co.nt,. . · · · . · · · ·
. . .•. \. ··. . .. . . . . . . . ' . . . : . . . ' . . : . . . . . . . ·.
l'hte aC:couot wtll be Fe.aeut{ki to the Cot.Jrt for eonfl'rilt&tton. Qf1 May 3,
.. 1&7i iiu4 .. will' ~f.Q: o• ·before e~· ·Court tc.:t AUdi~ 4~1n.8 'fhcr 'week · beamnti$. tta11f1· ·t~th . · . , .· · · -· } . ·-··' ..
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PllJSBURGH."NRTIONRL BRNH .
.,• \:-• ' < ~ f ,··~ . . . ·: . ' ,?J~ ·(~ ~ 'f • . . ~.-t ' ~-<
PITTSBURGH, PENNSYLVANIA 15230 .
.. ,·
PITTSBURGH NATIONAL BANK
WASHINGTON OFFICE· 83
WASHINGTON, PA.
t;e entloH:~$ltb·~opy:ox ®~ ittet ~d .f.ut-tU1 A~~ount. as h~c~tOt·.
()£ t~ ~state ·of Jes.se o ... S.t.mpson,. ·de~Uiie«S. whiCh eccmmt we· ba'Vf1.tht~.
<Uty ~!~~d:,t;o No •. ·63•69 .. 43.8 tort tbtt Offlct of th~ aesteter of WtU.a ·<1£ ·
Washtngtt~U Cwnty. · . · .. .
tbts act~t ~tU b$: llt~O~t~d t() the Court fot·COtif£~ttC>n·oa. Hey 3,
i971.-aod.:w:tU. #gaio ~ bef'o~ t.~ Cou-rt for Audtt <tutiUS tbt week
best.=ins !ta1 u~ 1911., ..
CES/jlm .
Stte:tosute
..
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Asstatant. ·vtee Pt~$:t4ent
•• • PITTSBURGH NA TIONH BANK
WASHINGTON OFFICE· 83
WASHINGTON, PA.
PIITS_BURGH NATIONAL BRNH ·
PITTSBURGH, PENNSYLVANIA 15230
a~et4ft4. l\ob4ltt n,e
&etb•t Afrtc#t\ Metbodtst Church· ·
715.CheB& St.r~•t
Hooonseheu, PG:nd• UO()~
~t.J: · a~v6acd·. Dy«t; .,..
lte ucl®o b~(~i,tb copy of OUt' rtrtJt -aftd fttl'tf.tl A<:c®n~ u kecut~r· >-~~to:
qf · tlii Sa tate <Jf J:etHHll c.. Simpst#. dtceaseif, wbt~b tce~t ·we ba""-th~fi ·
dq ff.l.W t" No. &3•69~43& til tht. Offtc:e of tbt. aeatettr of WUla of -~
Wl$hll)Stt>Q :County .. · · .· . · . · · -"' · -'~
Thi.& ace~t w111 be ptesent~d to the Cout:t for CoAfi~ttota ou May 3;
. 1911 ud wtU .. ag.tt..-. c~ 'b•fo)!e tho eoo.,.t .. tor Audtt durt.tJ~ tbt~t .,eek
l>.~stmatas. Msf 11, 197S.. ·
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Cbas ... B. tnl~ ,
Astdstlllt vtc~ Pr~sident ·. . .
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PllTSBURGH NRTIONRL BRNK
PITTSBURGH, PENNSYLVANIA 15230
St·.: · Jameu Afd.e.la Meth441st eliuch
Cl*l·l~rot
Petms)'lrvaiab
Gotttl--t
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Match 2$, 1971 .
. ,
PITTSBURGH NA TIOHAL BANK
WASHINGTON OFFICE. a3 WASHINGTON, PA.
Ve · •19Qe bl)~etrtth cqpy ~f O\R' Pt.-•t All4 Ptttql hu~o.at ·48 Bx~utor . •t th•·£at4t• of.' 'Jesse 0. ·S~p~ deed.tJedj ~bleb e~r:ouat .w '*•··tbl$
<111 .Etlf:.(t tt No. 63~69;110438 .tn the Offl.( . .e of· .the aeatst':Qt ·6fW11.b· •f
if#!JtJ.~to• Ct.Nu.ty. · . · ·
· Thl~ aecwnt -ut. be pr.e~~nt.'d t~ the. QO\lrt tar ·<;ttulitttifU:too oit May ~~
1971 11.14 wtU ·ifa.ltn ~~ btfore tbt~. coutJt: ioi Au.<!l.t dt3r.tua tho week btgt~ ·*1 1.7~ 1.971~ • . .
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PllTSBURGH NATIONAL BANK
PITTSBURGH, PENNSYLVANIA !5230
·Mrs. Carol Ann Sb~P,})Y ~~re ·.
l1 Wood l"lace
N~r·~•Ut~ ~· tot~ 'l ' ...
PIJTSBDRGH NATION~' ' . '
' .WASHINGTON OFFIC. •
WASHINGTON, PA.
t-Ie ~eto.se ho:r'~'ith ~opy ~~ .o~r Fil'ttt an!:LPartlel k~ount It ~·~utot ·
o£ tllil· Erit4t~a of s~se~. G. Stmp.tan. ~ce.os~.-. .~hi~h «¢tauQt .·we . ..._~ tht.s.
day tUe4 t;¢ Na~ ~3~69..,4S8 ln the Oftte~ of th~ aes$s-t:er of Vi.UEI of
Was,bll;lgto~ Coul:lt;Y~ ·· · · ·· · · ·
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1'ht.a acc1)unt :wu 1 ·~ ~t~s~t:rrd t·; the! cou~t ·tot C.nfttmatltm . on .~ 3,
1911 ·.~ wtll' itigAtn e~ t>efOJ:tb. the Cou~t . f9r Audit: <iut·f.~ t~ ~qk
~.tnutna· Ma.)' t1, 1911. . ..
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PIJTSBURGH NATIONAL.BANK
PITTSBURGH, PENNSYLVANIA 15230
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PJTTS9UGH N~ TIUNH .
WASHINGTON OFFICf. • ilJ
YIASHIN&TON, PA.
We e.nelos• ber_,lt~ e,.,py of ~. :Hret 4'nd l"at"d.l'l -Ae~o.unt: cs· B~«eutot
Qit t.he kteto of Je$si c. Simpaoth :deceased. vlli~b a<:(;~t t~~· haft tbie
dq tU.td t;o No. 63•69-43& in thi> .Offtce ~f th1t &eal&t·er <Of wUitJ of
trailht~im ·county. ·
thi.s ltOOQUl\t . wU 1 be. pl\!<t"S4l\tfid t<> tbe Coutt for Conftnt~tt·•· On May 3,
11'11 t.tttd w.S.U .. (IS,ltt <:<me befor*-1. tbe Coutt tor AwU.t ®ilaJS th~ we~.
~st.·J'n1t.._ May u, 191~ •.
CAet. E. Bn10tit
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. " -~· 1 TR-2 REV . .il-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF JESSE G. SIMPSON, DECEASED
SUPPLEMENT TO FIRST AND PARTIAL ACCOUNT OF
PllTSBURGH NATIONAL BANK
EXECUTOR
NO. 80772-:3
PITTSBURGH, PA. MAY 3, 1971
SUMMARY I I
SCHEDULE A
PRINCI.PAL -PERSONALTY
Receipts Page 4 $ 81,622 42
Disbursements Page 4 18~9_27 04
Balance $ 62,695
SCHEDULE B
INCOME -PERSONAI,TY
Receipts Page 5 $ 8,761 93
Disbursements Page 5 3.274 16
Balance 5,487
SCHEDULE C
PRINCIPAL -REALTY
Receipts Page 6 $ 3,697 75
Disbursements Page 6 3 622 75
Balance 7"5
NET BALANCE $ 68,258
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38
77
00
15
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TR·ZA REV. e-ez
JE.SSE G. SIMPSON
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Stock
Dashew Business Machines, Inc.
40 shares Common
Savings Account
Charleroi Federal Savings and Loan
Association
Notes
$12,475 Indebtedness of Daniel R. and
Doris A. Wright
Pursuant to terms of Collateral In-
stallment Sales Agreement dated
1/10/6'1:, having a date of death
balance of $10,905.93 with :i:nte.rest
at 6% due on demand
Miscellaneous
Thomas Conti $5,000 Judgement Note
'dated 11/20/61 due 11/20/63 with
interest at 10% $
Land Contract to James A. Woodson, Jr.
et ux-118 Scalabrini Ave.,
Washington Township, Fayette County,
Penna.
Land Contract to Claude Richardson et
ux-502 Market St., Donora,
Washington County, Penna.
Land Contract to Thomas Shorter et ux
lot A, block l:., Plan of Wilson Height
Fallowfield Township, Washington.t.Co~.,
Penna.
Automobile -Delivered to legatee -
See Exhibit No. 1, page 14 of First
and Partial Account
Amount forwarded
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$ 180 00
1,500 00
10,362 28
1 00
12,339 21
4,000 24
1,324 73 17,665 18
300 00.
$ 30,007 46
JESSE G. SIMPSON
T"·.ZA .. EV .... .z
Amount forwarded $ 30,007 46
Cash 32~687 92
$ 62,695 38
INCOME -PERSONALTY
Cash 5,487 77 (.
PRINCIPAL -REALTY
Lot #4, Block 9, Bowman St., Fallowfield
Township:, Washington County, Pa. 75 00
$ 68,258 15
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JESSE G. SIMPSON
T"·ZA ftEY. e-ez
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Per First and Partial Account. filed $ 81,622 42
J Sale and Conversion of Assets without Gain or Loss
1971
Apr. 30 Proceeds sale $11,000 General Electric Co. Short Term Loan at 100 $11,000.00 Carrying value 11,000.00 $ 0 00
30 Proceeds sale $21,000 General Motors Ac-I ceptance Corp. Short Term Loan at 100 21,000.00
Carrying value 21,000.00 0 00
Daniel R. and Doris A. Wright, 6% Payment account principal -
3/17/71 to 4/15/71 46.03 Carrying value 46.03 0 00
Thomas and Helen Shorter, 6%
Payment account principal -
4/15/71 58.09 Carrying value 58.09 0 00
Joseph A. Woodson, 6%
Payment account principal -
3/23/71 to 4/20/71 56.18 Carrying value 26.18 0 00
Claude.Richardson, 6%
Payment account principal -'
4/2/71 34.83 Carrying value ~4.83 0 00 0 00
$ 81,622 42
'
DISBURSEMENTS
Per First and Partial Account filed $ 18,886 56
' Other Taxes
1971
Apr. 5 Internal Revenue Service -
I 1970 income tax on capital gains I 40 '-48
i $ 18,927 04
-4-
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JESSE G. SIMPSON
T"·ZA "EY .... 2
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS .
Per First and Partial Account filed $ 8,128 07
Interest -Bonds
General Electric Co. Short Term Loan
$11,000 -to 4/30/71 $ 66 11
General Motors Acceptance Corp. Short
Term Loan
$21,000 -to 4/30/71 312 88 378 99
i
Interest -Notes
Daniel R. and Doris A. Wright, 6%
3/.17/71 to 4/15/71 $ 103 97
James A. Woodson, 6%
3/23/71 to 4/20/71 123 82
Claude Richardson, 6%
3/5/71 to 4/2/71 20 17
Thomas and Helen Shorter, 6ot jO
3/11/71 to 5/15/71 6 91 254 87
$ 8,761 93
.
DISBURSEMENTS
Per F:i!rst and Part:tal Account filed $ 2,952 72
Internal Revenue Service -
1970 income tax on accumulated income
Pittsburgh National Bank -$ 283. 40
Executor's compensation 38 04 321 44
$ 3,274 16
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r-JESSE G. SIMPSON
T"·ZA "EV. -2
SCHEDULE C
PRINCIPAL -REALTY
RECEIPTS
Per First and Partial Account filed $ 3,697 75
DISBURSEMENTS
Per First and Partial Account filed $ 3,622 75
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IN THE. COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNJ .
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF No. 438=of 1969.
·JESSE G. SIMPSON,:. _ . . ..
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.-, HEARING ON AUDIT · _:·•
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i ~ BEFORE: ·.THE. HONORABLE P. VINCENT MARINO,· Judg~
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-.' of the s"::i'id Court.
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..: APPEARANCES:' .u ..... GRORGE B. STEGENGA, ESQ., of Washington,
Pa., .. represuanting the Accountant. ~ Ul ,0
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'Wednesday,·· May 19,_ 1971, at 10:00 o'clock
A .. M., EDST.
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ai 0: ~ THE COURT: NumberA38 of 196_9, the estate of Jesse G.
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. Simpson, deceased: The Executor is Pittsburgh National Bank and
the attorney' is George' B. Stegenga .. Mr.· Stegenga?
u MR. STEGENGA: ~ :viay it please the Court, I have here all the
0
necessary papers. There are no claims against this estate and all
matters appearsin order. We have on the Audit Petition, however,
one request of the Court. There are bequests to some minor child1 en
totalling five bequests of $2,000. The accountant is requesting tha
it would be more economical to place these bequests in a savings
account subject to withdrawal on date of majority or on orders of Cpurt.
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THE COURT: We will consider tha.t matter. Mr. SJ&:genga,
are th~re any estate tax problems in this?
MR. STEGENGA: No. All the Federal Estate Tax and the local
taxes have been paid, Your Honor.
THE COURT: Is there. anyone else in Court interesteq in thts
decedent's estate?
( NO RESPONS~)
~ THE COURT:, The audit of this account is ordered closed by
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the Court.
i VI ; ("AUDIT ·CLOSED)-
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~ . ' . ~-1 hereby ~ertify that 'the.proceedings and evidence are
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8 the above cause. and that th:.s copy is a orrect transcript oL the same.
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The foregoing record proceedings upon the. hearing
of the above cause is hereby approved and diz:ected to be filed.
2
In tqt <lrnurt nf <trnmmntt Jfltttli nf llasqingtnn <lrnunty,
Jtnusyluania, ®rpqnns:' Qtnurt llinisinn
ESTATE OF No. 63-69-438
Jesse G, Simpson ln. the matter of the_F_J._· r_s_t_a_n_d_F_J._· n._a_l __
deceased Account of Pittsburgh National Bank
Executor
ADJUDICATION AND DECREE
June .PJ (/ · 71 And now 4~ , 19 __ , this matter come on for hearing,
audit and distribution at this session and testimony token; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ 68,258.1 5 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a port-heF f, unless exceptions hereto be filed
sec. reg. or an appeal be token herefrom sec. Jeg. (
SCHEDULE OF DISTRIBUTION
Balance per account ________________ _
Additional debit asked at audit
Additional credit asked ett audit
Balance ____________________ _
_Deduct Clerk's Costs & Receip·~-------------
Attorney ____ --!o:.G~e""'o.._r.e.g~e--=::B.a.• -.:.:.S.xt~e6g~en ... , 0gaa _______ _
Violetta D. Simpson, widow, specific bequest
in kind of automobile, held in kind and dis-
tributed as such at the s.ppraised ve.lue, credit
to be taken by the accounts.nt for item ad-
va.nced prior to distribution by the Court and
during the lifetime of the distributee,
Pittsburgh National Bank, Exe.cutor, rea.ward
for further administra.tion including 40 .. ·•
,shares Dashew Business Machine, Inc,,connnQn
stock at, $180,00; Se.vings a.cc·ount a;t .Cp.$.r:Leroi
Federal Savings and Loan Asso:c, @ $l500~00f
Collateral sales agreement or Danie·l R, &
Doril! R, Wright e.t $10,362,28; Judgement note
of Thomas Conti at $1,00; Land contract of
Claude Richardson at ux at $4000.24; Land
Contract, of James A.' Woodson, Jr. et ux at. ·
$12339.21; ·Land contract of Thomas Shorter ~t
ux at $1324. 7~; lot of real estate being ' .
Lot 14 Block #9 Bowman Street, FallQwfield
Township, Washington County at $75.00; all
held in kind ~nd distributed as sucnat the
value as: shown, _
~
Russell ~~:rino, Ag~nt, transfer inheritance.
tax, ;''~' <~~ ~·· "''' · · ·. • · ;,_$2092. 24
Interest:f~pm 7/2/70 to 7/10/71 ;· 129.07
Commonwealth· r~seryes the right to assess and
collect any~'t!:a*sfei' inheritence tax that may
become due through the power to augment the
life estate permitted under Paragraph B-1 of
the will,
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633.8'6
361.92
68.00
300 .. 00
$'67,986. 21
$68,620.07
I . $67 ,8,9.0.15
$38,107.69
2221.31
$35,886.38
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Jesse George Johnson, (child of Jess.e George
Johnson), lega.cy, a minor, (1/5 of $10,000.00)
funds to be deposited in the Pittsburgh
Na.tional Bank at an interest, no withdrawals
to be made neither interest a.ccruing nor
corpus until minor reaches the age of 21 years.
or upon further order of the Court, plus in-
terest due of $76.34,
Janet Marie Johnson, (child of' Jesse George
Johnson), legacy, a minor, (1/5 of $10,000.00)
funds to be deposited in the Pittsburgh Na-
tional Bank at interest, no withdrawals to be
made, neither interest accruing nor corpus
·until minor reaches the age of 21 years, or
upon further order .·or the Court, plus interest
due of $76.34, -~~' ..
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Elizabeth Ann Johnson, ( ehil.d .of. jesse George
Johns.on), legacy, a minor, (l/5'of. $10,000.00)
funds to be deposited in the Pfttsburgh Na-
tional Bank at interest, no .withdrawals to be
made, neither interest accruing" nor corpus un-
ti:l minor reaches the age of' 2·1 years, or
upon further order of the Cour·t, plus interest
due of $76.34, :· .,. '
James Edward Johnson, (child· c:r. Jesse George
Johnson), legacy, a minor, (1/~ of• $10,000.00)
funds to be deposited in the Pittsburgh Na-
tional Bank at interest, no wi.thdrawals to be
made, neither interest accruin.g no'r corpus un-
til minor reaches the age of C:~l yea..rs, or upon
further order of the Gourt, plus interest due
of $76.34, ·
Joanne Lynn Johnson, (child of' .Jesse George
Johnson), legacy, a minor, (1/5 of $10,000.00)
funds to be deposited in the Pittsburgh Na-
tional Bank at interest, no withdrawals to be
made, neither interest accruing nor corpus
until minor reaches the age of' 21 years, or
upon further order of the Court, plus interest
due of $76.34,
Pittsburgh National Bank, Testamentary Trustee
for Callie R. Julye, under th~' terms of the
will, 1/4 residue, in trust, including 1/4 in-
come cash in the a.mout of $13?'1,94, Principal
Cash $5004.23, Income cash, .$1371.94,
Jesse George Johnson, son, 1/4 residue,
Carol Ann Sheppy (now Saundere:) 1./6 residue,
Pittsburgh National Bank, Guardian of the es-
tate of Sandy Ray Jones, a minor, 1/6 residue,.
2076.34
2076.34
2076.34
2076.34
2076.34
6376.17
6376.17
4250.78
4250.78
Pittsburgh National Bank, Guardian of the es-
tate of Ronald D. Cheatham, a minor, 1/12 resi-
due, 2125.39
Pittsburgh National Ba.nk, Guardian of the es-
tate of Janie R. Cheatham, a. m1.nor, 1/12 re-
sidue, 2125.39
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No Balance
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ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In re Estate of
Jesse G. Simpson . . . . ' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ' . . . . .
Deceased
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RECEIPT
Pittsburgh National Bank, Guardian of the
KNOW ALL MEN BY THESE PRESENTS That J, E~ ~(lf:~ ()_f .. ~(l1Ui~. !{.~ .. ~ll~<l.tllC!-InL 1\. ~.i:n_o_r,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .:E:X:~~t1f:C>:r .......... .
. . . . . . . . . . . . . . . . . . of the Estate of ..... ~es_se . {;_~ Sill1P.~.o11.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , Deceased,
the sum of ',rwq . ',['l).q1.1s~p.4 . OP.E! .. :a:1.111.d:r;_ed .. ~:wen.t;y . :f.i:VE! ... ~11.d. }~./.1.0.9. .. ($.?.,.1.2.5. ~.3.9' ( ... dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered .. J:t,tn.~ ... 2.8 ........... , 19 n ....... , a.t the above number and year; and I do
hereby authorize and empower the Register of Wills ih and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at .. ~· .............. .
JJ~ , this ....•.... :43 ..... day ofPi~~~i~~~l B~;.k, Gu!~~.!9~~~h~'
~;~~~~~~~: .. ~,-~~~~~··········· (SEAL) ~~~ Assistant VLce Pr.es<dent
17·934 REV. 3·63
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. ' ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In re Estate of
Deceased
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RECEIPT
No.~ . .?.-:-.9.~.-:-.4}8 ... of:t, ........... .
Pittsburgh National Bank, Guardian of the
KNow ALL MEN BY THESE PRESENTS That I, .E:~t:a,t:E: <?LR<?I1~Jc1.. P .... Gh.E:a,t:h.~.1.A.. ~~Ilqr
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ... E:~~C!t11:<?:t: .. _. ...... .
. . . . of the Estate of ...... J'E!sse!. G ... ~;i,J,TI.psQI1 .............................................. , Deceased,
the sum of Two. Thousand On~ Hund;(~d. 'l'W~ll'ltY .E'iv~ .anc1. .. 39/.l.OO .. .C.$.Z.,.U,5 .•. 3.~} ... dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered ..... June .. 28 ...... , 197.1. ...... , at the above number and year; and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set rno.h;nd and seal at ...... ~ ......... ..
(}w.,. this • 23 day of ;ittctttio~ai ~~~k. :~~·i:: ::~h~
· .. ~;~.~~_;lt~~~ ... ~ .. ~~~~~······· (SEAL)
~~·~·~·ssistant Vice President .
17-934 REV. S·63
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-ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In re Estate of
Jesse G. _Sixn.r.s_oll.
Deceased
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RECEIPT
NoP.:3:-:99. :-:4;3S ... of--1~ ........... .
Pittsburgh National Bank, Guardian of the
KNow ALL MEN BY THESE PRESENTS That I, :!!,:~.t;:~t~ .. .o.:f.Sqp.qy __ Ray .. Jon~.lil.,. A..Mino.r ... ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK _:l!,:;ll:~G~.tor ........... ..
............ of the Estate of ......... J~ss~ G •. .Siro.p.son... ..... .. .. . , Deceased,
the sum of . Fo~r .. !h.o~.sand .. Two .. Hund.r.~.d .. Fi..f.ty .. qP.d .. .7.8./.1.0.0 ... (.$.4.,.2.5.0 .• .7.8.). ........... dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered ....... June .. 2.8 ... , 19 .. .7.1.. .. , at the above number and year; and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at ... ~ .............. .
j}fA), this • .:< ,3 day of Pti:t~~i~al Ba~k, ~.r::u!! 7{tb.e
-... ~;~.~~~~~.,~~~~r ............ (SEAL)
~~~ Assistant Vice President
17-934 REV. 3··83
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ORPH'ANS'. COURT OF W ASHI~GTON COUNTY. PENNSYLVANIA
In re Estate of
Jesse G. Simpj:n ....... ,., .. ,,.,,,.,.
\,
\ .... ~
'Deceased
(
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RECEIPT
No.Q3. ~~9.~43.& .. ef. -1-9-........... . .. ~,
KNow ALL MEN BY THESE PRESENTS That I, G.a.r_o.ll\.11.!1. S.h_ep_py _sa.':l.!ld~-~-~-. . ............ ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .. .E.x.ec\lt_o_r ........ .
... . . . . . . . . . of the Estate of .. J~.ss.e .G. •.. SJmps.9.11..... . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . . ................. , Deceased,
th~ sum ofFo.ux Tho.u.sand .. Tw.o. Uu.n.d+.~d .f.Uty _.;~.nd. 7.?/J99 .. ($~,.Z59~.?.~L ............ dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered ... Jun~ .. 28 .... , 19 .7l. .... , at the above number and year; and I do
hereby authorize and empower the Register of \Vilis in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at ~euJ.~.(JAJJ.k.{'fh.(/ . .'
, this :2_ a .,.Ji day of~ . .......... ...... . A. D. 19 71 .
WITNESS: 0 ,L~lt~!!m~:·~EAL)
~.7n.~---~····· ·····--~J.=~~~~N~Y<Ozll
Me, 60-5579250 ~ in Westehester Coua-
Term ~x. pir~s .. ·.».q; .. a~_·:._ 30.19,81~ .. ----~ ·. I 17-934 REV. 3·63
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ORPHANS''COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In re Estate of
Deceased
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RECEIPT
N o.9.J.-:-.9.9::-.4.J.~ ... ef -1-9 ........... .
KNOW ALL MEN DY THESE PRESENTS That I, ... JC:~!>.e. GC:9t:8C:. Jqh:q.~9P. ........................... ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK _:j!:x:c:~q~9L ......... ..
. . .. . . .. . . . . . . of the Estate of .. J~ss~ .G ... Simpson ................................................. , Deceased,
the sum of ~~){ rl1()l1f3<3,P.cl .rl1r:E!E! .. lll111clt:E!cl. ~~YE!11~Y -~~?C .. ~11ci .. .17/.l()() .. {$.6.~.37~.~-.l?.) dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered ... JqnE! .4~L. , 19 ... U .... , at the above number and year; and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at .... ~~-i~~~~~~~~ .. ~~-~ .......... ..
.. . .. . . .. . , this ·. . ,:19. . day of . . ~~l;y ................... ..
Notary-Public State of Maryland
Montgomery County
WITNESS: · ~~is.:n ~pir~ Jul; I, 1974
A. D. 19-fl.. ......
............ (SEAL)
il-934 REV. 3·!13
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ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYtVANIA
~ No ... 6.3.-:.9.~.-:.~.3.8.0£ _ J.~ ........... .
In re Estate of
...... .Je.s$.~ .. G~ .. ~~1_11.PS.()I1 .. Decea~d .... ... )
I
RECEIPT
P.~ttsburgh National Bank, Testamentary
KNOW ALL MENDY THESE PRESENTS Tha.t I, T.r.t1st:e~.J()t: (;a,p~~ .~~ .. J~~Y~ .............. ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .... E:~~c.~t:C>r. .. ,. .......
.... of the Estate of .. .Je.$s~ .G· ... ~~1_11.P~C>n.. .................................................. ,Deceased,
the sum of SJ2e .'J:ll()t1S1li1cl .'f.hr.~~ ll~I1clr.~c1 ?E!Y~I1t:Y .. ?:l}{ .. <mc1.J7/~QQ .. {$.~,)7~ .•. U) dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered J1,.1,p.~ .2&... , 19 .ZL ... , at the above number and year; and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set ~y hand and seal at····~··············
·· JJ,.; 'this ....•... -ZJ ..... day of Pitt~ti~;;;,]_ ii~~; ~~~:.::2!; Trustee
for ~e__J._ J~l~ /} ·
WITNESS: · ... ~Y. ....... ~~M.~~t················ (SEAL) ~·~~ ..
17-934 REV. 3·63
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TR-2 REV. il-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 63-69-438.
ESTATE OF JESSE G. SIMPSON, DECEASED
SECOND AND PARTIAL ACCOUNT OF
' PllTSBURGH NRTIONAL BANK
NO. 807 72-3
PITTSBURGH, PA.
EXECUTOR
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SUMMARY I
SCHEDULE A
PRINCIPAL-PERSONALTY
Receipts Page 3-6
Disbursements Page 7-8
SCHEDULE B
INCOME-PERSONALTY
Receipts
Disbursements
Page 9-10
Page 11
SCHEDULE C
PRINCIPAL-REALTY
Receipts Page 12
Disbursements Page 12
Balance
Balance
Balance
NET BALANCE
DECEMBER 5, 1977
29,786 46
539 86
29,246 60
10,131 66
1,370 93
8,760 73
75 00
75 00
0 00
38,007 33
-~~~---------------------------------------------------,
TR-2-A REV. 9-62
JESSE G. SIMPSON
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL-PERSONALTY
Stocks
Dashew Business Machines Inc.
40 shares, Common
Notes
$12, 4 7 5 Indbt. D.R & D.A. Wright, re Coll.
Sales Agreement, dated 1/10/61
6.000% due 6/10/75
Short Term Investments
General Electric Company, Demand Note
5,000
!Miscellaneous
James A. Woodson, et ux
118 Scalabrini Avenue, Washington,Twp.,
FAyette County, Pennsylvania
Claude Richardson, et ux
502 Market Street, Donora,
Washington County, Pennsylvania
Cash
INCOME-PERSONALTY
Short Term Investments
General Motors Acceptance Corp.,
Demand Note
Cash -Advanced
See Exhibit No. 1, Page ~3
Cash on hand
-2-·
180 00
9,450 14
5,000 oo 1
11,203 19
. '
1,.,163 60 12;366 79
26,996 93
2,249 67
29,246 60
4,000 00
1,424 00
3,336 73
38,007 33
TR-2-A REV. 9-62
JESSE G. SIMPSON
SCHEDULE A
II
!i
jl I
PRINC !PAL-PERSONALTY 11\
I
RECEIPTS il
'1\
Pittsburgh National Bank, Execut.or of the
Estate of Jesse G. Simpson 1\
II The following awarded back for;1 further
administration per Decree dated 6/28/71
If
Stocks ~
40 shares Dashew Business Machines
Inc., Common ~ i
·I Savings Account li
Charleroi Feder~l Savings ~
Association II
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jl
II Sales Agreement
Daniel R. & Doris A:.. Wright
Judgement Note
Thomas Conti
Land Contracts
James A. Woodson, Jr., et
Thomas Shorter, et ux
Claude Richardson, et ux
Additional Assets
II
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I
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'i Reimbursement for liability & fire
owed prior to death i
1/5/72 I I 4/7/72 ~
Assets Purchased
I
II
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Loan
insurance
General Electric Company,
purchased as follows:
8/16 173
Demand Note
, I
8/21/73
1/2/74
1/11/74
10/7/74
10/9/74
1/2/75
1/2/76
1/4/77
' -3-
3,000.00
2,000.00
2,000.00
4,000.00
14,000.00
5,000.00
5,000.00
5, ooo ~·oo
5,000.00
180
1,500
10,362
1
12,339
1,324
4,000
19
60
00
00
28
00
21
73
24
00
00
I I
29,707 46
79 00
. .
JESSE G. SIMPSON
TR-2-A REV. 9-62 .
I
.Sale and Conversion of Assets Without Gain
or Loss
Proceeds sale General Electric Company,
Demand Notes at 100, as follmvs:
8/21/73 3,000.00
i Carrying Value 3,000.00 0 00
12/28/73 2,000.00
I Carrying ·Value 2,000.00 0 00
1/11/74 2,000.00
Carrying Value 2,000.00 0 00
10/7/74 4,000.00 I Carrying Value 4,000~00 0 00
10/9/74 14,000.00
Carrying Value 14,000.00 0 00
12/30/74 5,000.00
Carrying Value 5,000.00 0 00
12/30/75 5,000.00
Carrying Value 5,000.00 0 00
12/30/76 5,000.00
Carrying Value 5,000.00 0 00
Claude Richardson, Land Contract, ·6%
Payments on account
Principal
from 5/11/71 to 11/17/77 3,013.64 I Reduction in Carrying Value 3,013.64 0 ·oo
Thomas Shorter, et ux, Land Contract, 6%
Payments in full
Principal
from 5/12/71 to.· 1/18/73 1,373.73
Carrying Value 1,373.73 0 00
James A. Woodson, et ux, Land Contract, 6%
Payments on account
I Principal
from 5/27/71 to 10/28/77 2,274.86
Reduction in Carrying Value 2,274.86 0 00
$12,475 Indebtedness of Daniel R. & Doris
A. Wright, 6% due on demand
Payments in full i
Principal
from 5/14/71 to 10/29/74 912.14
Carrying Value 912.14 0 00
-4-
TR-2··A REV. 9-62
JESSE G.. SIMPSON
James A. Woodson, Jr., et ux, Land Contract
Increase in carrying value by payment of
the following: ' ~ I
1971 thru 1974 & 1976 County,
1
School and
Township Taxes
6/11/71 to 9/30/76 673.16
1975 & 1977·County and
Township Taxes
6/9/75 & 6/15/77 69.26
Premium due for liability
insurance coverage from
Il/20/72 to 11/20/15 8.00
Premium due on Homeowner's
Policy from 2/23/74
to 2/23/78 148.00
Cash disbursed to pay:
1971 thru 1974 & 1976
County, School and
Township Taxes
1975 & 1977 County and
Township .Taxes
Premiums for liabiltiy
673.16
69.26
insurance coverage 8.00
Premiums on Homeowner's
Polciy 148.00
898.42
898.42
Thomas Shorter, et ux, Land Contract
Increase in carrying value by payment
of premium &ue on Fire Policy
from 10/29/72 to 10/20/75 49.00
Cash disbursed to pay:
Premium on Fire Policy '49.00
Claude Richardson, et ux, Land Contract
Increase in carrying value by payment
of premiums due for liability insurance
coverage
from 11/20/72 to 11/20/78 42.00
Premiums due for Fire Policy
from 11/9/73 to 11/9/78
Cash disbursed to pay:
Premiums for liability and fire
insurance
-5-
135.00
177.00
177.00
0 00
0 00
0 00
------------
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JESSE G. SIMPSON
TR-2··A REV. 9-62
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1974
Jan. 9 Proceeds complete withdrawal savings
accou:il.t No. 3468 at Charleroi Federal
Savings and Loan Association 1,500.00
Carrying Value 1,500.00 0 00 0 00
29,786 46
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TR-2-A REV. 9-62
1971
May 31
1973
Feb. 7
Feb. 9
JESSE G. SIMPSON
DISBURSEMENTS
Administrative Expenses
Norma Jean Pees
Notary fee
George B •. Stegenga, Esquire
Preparation of Deed to Thomas & Helen
Shorter
Recorder of Deeds
Recording fee re closing of Land Contract-
Thomas & Helen Shorter
Feb. 15 Pittsburgh National Bank
1976
Oct. 5
1977
Dec. 5
Dec. 5
Dec. 5
Fee for services re closing of Land.
Contract -Thomas & Helen Shorter
~aron Industries, Inc.
Professional services rendered re property
survey & drawing re property situate
Washington Township, Fayette Coun.ty,
Pennsylvania
!Expenses re maintenance & preservation of
property situate Lot #4, Block 9, -
Bowman Street, Fallowfield Township,
Washington County, Pennsylvania
Tax Collector
1971 thru 1973 Township & School Taxes
faid 7/27/71 to 8/13/73 5.08
1971 to 1973 County Taxes
Paid 6/17/71 to 6/28/73 1.29
Balance due on real property tax
Paid 8/14/72 1.08
Premiums due for liability insurance
coverage
from 11/20/72 to 11/20/78
Paid 3/20/73 -& 4/7/76
~egister of Wills
Filing this Account
~eor-ge B. Stegenga
Attorney's fee
~ing & Bowman
Attorney ':s fee
-7-
22.00
0 75
35 00
7 50
100 00
185 00
29 45
80 00
50 00
50 00 537 70
1
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JESSE G. SIMPSON
TR-2--A REV. 9-62
Loss on Conversion of Assets
James A. Woodson, Jr.' et u~ Land Contract
Increase in carrying value by payment of
1975 & 1977 School Taxes
9/30/75 & 9/28/77 240.42
Cash disbursed to pay:
1975 & 1977 School Taxes 241.58 1 16
Assets Charged Off as Worthless
1971 I Sept. 3 Thomas Conti,
5,000 Judgement Note, dated 11/20/61 due
11/20/63 with interest at 10% 1 00
539 86
.
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-8-
TR-2-A REV. 9-62
JESSE G. SIMPSON
SCHEDULE B
INCOME-PERSONALTY
RECEIPTS
Interest-Short Term Investments
General Electric Company, Demand Note
$3,000 to 8/21/73
2,000 to 12/28/73
2,000 to 1/11/74
4,000 to 10/7/74
14,000 to 10/9/74
5,000 to 7/28/75
4,000 to 11/24/75
5,000 to 12/30/75
5,000 to 12/30/76
5,000 to 11/30/77
General Motors Acceptance Corp., Demand Note
$4,000 to 12/30/75
4,000 to 12/30/76
4,000 to 11/30/77
Interest-Savings Account
Charleroi Federal Savings & Loan Association
to 1/4/74
Interest-Land Contracts
Claude Richardson, 6%
4/30/71 to 10/31/77
Thomas & Helen-B. Shorter, 6%
5/15/71 to 2/10/73
James A. Woodson, et ux, 6%
4/20/71 to 10/20/77
Interest-Notes
Daniel R. & Doris A. Wright, 6%
4/10/71 to 10/10/74
Assets Purchased
General Electric Company,
purchased, :as follows:
2/27/75
Demand Note
7/28/75
General Motors Acceptance Corp.7
Notes, purchased, as follows:
11/24/75 -
1/2/76
1/4/77
-9-
5,000.00
4,000.00
Demand
4,000.00
4,000.00
4,000.00
3 86
60 63
3 96
266 64
7 14
227 06 I 88 09
323 74
277 98
260 02
24 76
223 42
208 58 1,975 88
333 02
1,056 36
71 48
4,607 06 5,734 90
2,087 86
<
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JESSE G. SIMPSON
TR-2-A REV. 9-62
~
,,
Sale of Assets Without Gain or Loss
'
Proceeds sale General Electric Company,
Demand Notes, at 100, as follows:
7/28/75 5,000.00
Carrying Value 5,000.00 0 00
11/24/75 4,000.00
Carrying Value 4,000.00 0 00
Proceeds sale General Motors Acceptance I Corp. , Demand Notes, at 100, as follows:
12/30/75 4,000.00
Carrying Value 4,000.00 0 00
12/30/76 4,000.00
I Carrying Value 4,000.00 0 00 0 00
!
10,131 66
~
-10-
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JESSE G. SIMPSON
TR-2-A REV. 9-62
DISBURSEMENTS
1971 thru.l977 County Personal Property
Tax
Paid 7/13/71 to 3/1/77 262 73
Internal Revenue Service
1972 to 1974 & 1976 Federal Income Tax
on Accumulated Income
Paid 4/2/73 to 2/4/77 418 88
Pittsburgh National Ban~
' Tran~action charges on sale of Short
Term Invesments
Paid 7/29/75 & 11/26/75 30 00
Pennsylvania Department of Revenue
1975 & 1976 Pennsylvania Fiduciary Income
Tax on Accumulated Income
Paid 1/19/76 lie 2/4/77 31 42
Pittsburgh National Bank
Fee for preparation and filing of 1975
Pennsylvania Fiduciary Income Tax Return
Paid 7/~0/76. 20 00
Executor's Compensation 607 90 1,370 93
.
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TR-2-A REV. 9-62
1977
Nov. 22
JESSE G. SIMPSON
SCHEDULE C
PRINCIPAL-REALTY
RECEIPTS
Pittsburgh National Bank, Executor of the
Estate of Jesse G. Simpson
The following awarded back for further
administration per Decree dated 6/28/71
Lot #4, Block 9, Bowman Street, Fallow-
field Township, Washington County,
Pennsylvania
DISBURSEMENTS
Miscellaneous
Lot #4, Block 9, Bowman Street, .Fallowfield
Township, Washington County, Pennsylvania
Charged off as having.beeh sold
9/5/42
-12-
I
75 ool
75 00
• TF.~~F. (:; SIMPSON .
TR-2-A REV. 9-62
EXHIBIT NO. 1
INCOME-PERSONALTY
TO: Pittsburgh National Bank, Trustee under
the: Will of Jesse G. Simpson for
Callie R. Julye No. 80838-9
I Advance distributions
I
Paid 6/26/75 & 7/25/75 1,424 00
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Representing the Accountant.
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MARY JANE DREYER OfiiCi~l Cour~ Hep.ort'er
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. '' THE COURT: --......
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the· estate o{ .Jesse· G.
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Mr •. Tubip.
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\..,. #80772-3
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· In tlJt C!tnutt nf C!tnmmnn lfltns nf lhtslJiugtnn <ttnunty.
lftnnsylnnnin ®rp4ttns • C!tnurt littisinn
ESTATE OF ·N 63 69 -438 o,_...;;... ___ ""--,.....;;"---------
.JESSE G. SIMPSON, lnthematterofthe Second and Final
Deceased .. ~·~l'---------___;:....:;....:::...:.=_;;_;;;__ __ Account of Pittsburgh Nat'l. ~~nk,
Executor
ADJUDICATION AND DECREE
An now May' : /tJ ; 19__1_§, this matter came on for hearing,
audit arid distribution of this session and testimony token; and thereupon, upon due consideration
thereO:f Qf the bqlonce for distribution in the .hands of the Accountant is determined to be
$ ,]I)' 115 · 9 4 -_ · and the account is accordingly confirmed; and it is ordered,
adjudged :and decreed that the. said balance 1be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and .made a port hereof, unless exceptions hereto, be filed
~c. reg. or on appeal be token herefrom sec .. leg. . ----
l -
BY THE CQURT
.c~/(~
SCHEDULE OF DISTRIBUTION.
Balance per occount----------'----------:-1
Add{tional Debits -Audit
Additional Credits -Audit '•
Boloncer ______ __;_ _______________ ~l
Deduct Clerk's Costs & Receipts----------------1
Attorney George B. Stegenga
Pittsburgh National Bank, Executor, Reaward,
Indebtedness of Daniel R. and Doris A. Wright
on Collateral Installment sales agreement
($9,450.14), James.A. Woodson.et ux. land
contract ($il,l40.01) and.Claude Richardson
et ux. land contract ($1,015.31) 1 for. the
purpose of colletting same and distributing
the proceeds among the residuary heir.s in
their respective shares after deducting six
percent of ·the interest income:collected as
a collection fee, and any closing and
collection costs, if any, without necessity
of further accounting, and to execute and .
.412 ."0 ~
303.4
deliver any necessary deeds and satisfaction.21,605.4
Pittsburgh Na'tl.onal· Bank; ·Trustee .under Will ·
of Jesse G .. Simp~on, 'Deceased, fo,r Ca·llie R.
Julye, Account #80838~9 -1/4 share
PRINCIPAL-PERSONALTY ' . .
10 shares Dashew Business Macpines, Inc. '•
Com. Stock .., ·$,: 45·.oo·.
Cash 1,833.98
INCOME-PERSONALTY
I
'· .. I : ..
Cash -advanced
Balance due
1,424.00
824.66 4,127.6
Continued on n3xt page
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$ 38, 007.33
38,419.38
$38,115.94
16,510.48
12.,382.84
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Page 2
Estate of Jesse G. Simpson, Deceased
Balance Brought Forward
Jesse G. Johnson -1/4 share
PRINCIPAL-PERSONALTY
10 shares Dashew Business Machines,
Inc. Common Stock $ 45.00
Cash 1,833.97
INCOME-PERSONALTY
Cash 2z248.67
' • Carol Ann Sheppy, now Saund'ers -,l/3 of
1/2 share
.PRINCIPAL-PERSONALTY
: ~ ...
6-2/3 shares Dashew Business Machines, ..
Inc. Com. Stock 30.00
Cash 1,222.62
,,
~:INCOME-PERSONALTY II ' .. I,
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Cash lz499.11
Pittsburgh National Bank, G'uardiah under Will
of Jesse G. Simpson, Deceased, for Sandy
Ray Jones, now Julye, a minor, Account
#80837~1 -1/3 of 1/2 share
PRINCIPAL-PERSONALTY
6-2/3 shares Dashew Business Machines, .
Inc. Com. Stock 30.00
Cash 1,222.63
INCOME-PERSONALTY
'4' 127.6
2 ;751. 7
. '
Cash 1,499.10 2,751.7
Ronald D. Cheatham -1/6 of 1/2 share
PRINCIPAL-PERSONALTY
3-1/3 shares Dashew Business Machines,.
Inc. Com. Stock 15.00
Cash 611.32
INCOME-PERSONALTY
Cash 749.55 1,375.8
Pittsburgh N~tional Bank, Guardian under Will
of Jesse G. Simpson, Deceased, for Jamie R.
Cheath~m, a minor, Accouht #80835-5 -
1/6 of 1/2 share
PRINCIPAL-PERSONALTY
3-1/3 shares Dashew Business Machines,
·Inc. Com. Stock. 15.00
Cash 611.32
INCOME-PERSONALTY
Cash 749.25 1,375.8
12,382.84
8,255.20
5,503.47
2,751.74
1,375.87
NO BALANCE
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Jrnnsylunniu. ®rp~uns · Qtnurt lltttisinn
EsTATE OF 63-69-438 No·----------------SUPPLEMENT TO THE SECOND
JESSE G. SIMPSON, In the ,matter of the AND PARTIAL
DECEASED Account of PITTSBURGH NATIONAL BANK,
EXECUTOR
ADJUDICATION AND DECREE
And now . , 19 __ , this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ · 3 8. 11 5 94 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and mode a port hereof, unless exceptions hereto be filed
sec. reg. or on appeal be token herefrom sec. leg. ..
SCHEDULE OF DISTRIBUTION
SUPPLEMENT TO SECOND AND PARTIAL
Balance per lQOI:O:W«CC~---"A-'-C;;;..C.::..O.;;...U..;;;..N~T-----------
BolancA.,._ _____________________ _
Deduct Clerk's Costs & Receipt!:~---------------
Attorney_·-'-----------------------
,I
TO: Pittsburgh National Bank, !Trustee under
Will of Jesse G. Simpson, Deceased for
Callie R. Julye, Account #80838-9 -
1/4 share II
~ I
PRINCIPAL-PERSONALTY
Stocks
10 shares Dashew Business Machines,
Inc., Com.
~~s i
45.0C
1/4 interest in $12,475. Indebtedness
D.R. & D.A. Wright re Coll. Sales '
Agreement dated 1/10/61, 6.00% due !
6/10/75 2,362.53
Miscellaneous
1/4 interest in James A. Woodson, 1 et ux Land Contract -118 Scalabrin
Ave., Washington Twp., Fayette
County, Pennsylvania 2,785.00
1/4 interest in Claude Richardson,
Cash
et ux Land Contract -502 Market St ,
Donora, Washington County, Pennsyl-
vania 253.83
!1,833.98
7,280.34 I
$ 38,115.94
$ 38,115.94
I
#·80771?;-3
INCOME-PERSONALTY
1,424.00 i Cash -advanced
Balance due . 824 . 6 6 -' 2' 2 4 8 6 6
BALANCE
TO: Jesse·G. Johnson-1/4 share
PRINCIPAL-PERSONALTY
Stocks
10 shares Dashew BusinesE
Machines Inc., Com.
Notes
1/4 interest in $12,475.
Indebtedness, D. R. & 11
D.A. Wright, re Coll.
Sales Agreement dated
1/10/61, 6.00% due
6/10/75
Miscellaneous
1/4 interest in James A.
Woodson, et ux, Land
Contract --118 Scala-
brini Ave., washington
Twp., Fayett~ County,
Pennsylvania
1/4 interest in Claude
Richardson, et ux,
Land Contract -502
Market St., Donora,
Washington County,
Pennsylvania
Cash
INCOME-PERSONALTY
Cash
BALANCE
TO: Carol Ann Sheppy, now
Saunders -1/3 of 1/2 sharE
TR·IIB2·A (4·76) NS
PRINCIPAL-PERSONALTY
Stocks
6-2/3 shares Dashew
Business Machines Inc.
Com.
Notes
1/3 of 1/2 interest in
$12,475. Indebtedness
D.R. & D.A. Wright re
Coll. Sales Agreement
dated 1/10/61, 6.00%
due 6/10/75
-2.:...
45 00
2,362 53
2,785 00
253 83
1, 8J3 97 '
7,280 33
?,248 67
30 00
1,575 03
9,529 ~0
28,586 94
9,529 00
19,057 94
#80772-3 ., . '
Miscellaneous
1/3 of 1/2 intere~t in
James A .. J1oodsorr,': et: ux
Land Contract -118
Scalabrini Ave., Wash-
ington Twp. , Fayette
County, Pennsylvania 1,856 67
!
1/3 of 1/2 interest in
Claude Richardson, et t ~
Land Contract -502
Market St., Donora,
Washington County,
Pennsylvania . 169 22
.. 3,630 92
Cash 1,222 62
II .I 4,853 54
INCOME-PERSONALTY I
Cash 1,499 11 6,352 65
BALANCE 12,705 ~9
TO: Pittsburgh National Bank,
Guardian under Will of
Jesse. G. Simpson, Deceased
for Sandy Ray Jones, now
Julye, a minor, Account
#80837-1
1/3 of 1/2 share
J
PRINCIPAL-PERSONALTY
Stocks
6-2/3 shares Dashew
Business Machines Inc.
Com. 30 00 I
Notes
1/3 of 1/2 interest in
$12,475. Indebtedness
D.R. & D.A. Wright !r'e
Coll. Sales Agreement
dated 1/10/61, 6. 00'%
due 6/10/75 1,575 03
Miscellaneous
1/3 of 1/2 interest in
James A. Woodson, et u
Land Contract -118
Scalabrini Ave., Wash-
ington Twp. , Fayette
County, Pennsylvania 1,856 66
1/3 of 1/2 interest in
Claude Richardson,
et ux Land Contract -
502 Market St., Donora
Washington County,
Pennsylvania 169 23
3,6 30 95-::2
Cash 1,222 63
4, 85 3 55
TR-IIB2•A 14-76) NS
-3-
-----
.: '• #80772-3 _.,
..
!
::-INCOME-PERSONALTY
Cash 1,499 10 6,352 b5
BALANCE 6,352 ~4
TO: Pittsburgh National Bank,
Guardian under Will of
Jesse G. Simpson, Deceased
for Ronald D. Cheatham,
Account #80836-3
1/6 of 1/2 share
PRINCIPAL-PERSONALTY !
Stocks
3-l/3:shares Dashew
Business Machines Inc.,
Com. 15 00
Notes
1/6 of 1/2 interest in
$12,475. Indebtedness
~ D.R. & D.A. Wright re
Coll. Sales Agreement
dated 1/10/61, 6.00% dt e
6/10/75 787 51
Miscellaneous
1/6 of 1/2 interest in
James A. Woodson, et u~
Land Contract -118
Scalabrini Ave., Wash-
ington Twp. ·, Fayette, ' ,I 928 34 County, Pennsylvan1a1
1/6 of 1/2 interest in
Claude Richardson, et:. u -
Land Contract -502
Market St., Donora,
Washington County,
Pennsylvania 84 60
1,815 45
Cash 611 32
2,426 77
INCOME-PERSONALTY
Cash 749 55 3,176 32
BALANCE 3,176 32
TO: Pittsburgh National Bank,
Guardian under Will of
Jesse G. Simpson, Deceased
for Jamie R. Cheatham, a.
minor Account #80835-5_
1/6 of 1/2 share
PRINCIPAL-PERSONALTY
Stocks
I 3-1/3 shares Dashew
Business Machines Inc.
Com. 15 00
-4-·
• #'80772-3 .
Notes
1/6 of 1/2 interest in
$12,475. Indebtedness
D.R. & D.A. Wright re
Coll. Sales Agreement
dated 1/10/61, 6.00%
due 6/10/75 787 51
MJscella.neous
1/6 interest in James A.
Woodson, et ux Land
Contract -118 Scala-
brini Ave., Washington
Twp., Fayette County,
Pennsylvania 928 34
1/6 of 1/2 interest in
Claude Richardson,
et ux Land Contract -
502 Market St., Donora,
Washington County,
Pennsylvania 84 60
' 1,815 45
Cash 611 32
2,426 77
INCOME-PERSONALTY
Cash 749 55 3., 176 ~2 NO BALA NCE
NOTE: The above Land Contracts
are being reawarded to
Pittsburgh National Bank
for collection and event-
ual distribution of the
proceeds to the Legatees
without further accounting
to the Court.
II II j ,I I
' I
If i
'
-5-
---------------------------------------------,
IN THE COURI' OF COMMON PLEAS OF WASHINGro~ COUNTY, PENNSYLVANIA·
ORPHANS·' COURT DIVISION
NO.. 63-69-438
ESTATE OF JESSE G. SIMPSON, DECEASED
FIRST AND FINAL ACCOUNT OF PITTSBUR:;H NATIONAL BANK,
TRUSTEE UNDER WILL FOR CALLIE. R. JULYE, NCM DECEASED
ACCOUNT N0:80838-9 ACCOONT STATED TO: JUNE 25, 1987
NOI'ICE
The purpose of this Account is to .report to interested parties and
to the Court all significant transactions affecting administration of
the above estate during the accounting period.
Interested parties should examine this Account and contact the
undersigned officer with any questions.
Interested parties will receive separate notice of the audit
proceedings before the Court.
PI~~wt.
By: ~-GarYOrin, V~dent
Direct Dial: (412) 355-2826
Mail: Pittsburgh National Bank
Trust Division -Admin. Area
Pittsburgh, PA 15265
,'
~---------------------------------------------
SUMMARY AND INDEX
PRINCIPAL PAGES
RECEIPTS 3-5
NET GAIN/LOSS ON CONVERSIONS 5-6
ADJUSTED BALANCE
LESS DISBURSEMENTS 6
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES 7-15
PRINCIPAL BALANCE REMAINING
INCOME
RECEIPTS 15-17
LESS DISBURSEMENTS 17
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES 18
INCOME BALANCE REMAINING
COMBINED BALANCES REMAINING
MMcC
·-2-
12,092.66 ~
4,479.14 p/
16,571.80
731.07-
15,840.73
8,414.71-:
~i l
7,426.02 r
396.40 ..---
61.75---
334.65
194.16-~..--'
140.49 ~
7,566.51 /
~~--------------------------,--------------
8083.8,
7/21/71
5/24/78
5/24/78
12/21/79
8/08/80
11/10/80
12/15/80
2/10/81
5/08/81
8/10/81
11/10/81
2/10/82
I
RECEIPTS OF PRINC1PAL
PITTSBURGH NA.TIONAL BANK
EXECUTOR OF THE ESTATE OF JESSE G
SIMPSON # 80772-3
CASH AWARDED PER DECREE DATED
6/28/71 IN THE COURT OF COMMON
PLEAS OF WASHINGTON COUNTY AT
NO 63-69-438
PITTSBURGH NATIONAL BANK
EXECUTOR OF THE ESTATE OF JESSE G
SIMPSON # 80772-3
ASSETS AWARDED PER DECREE DATED
MAY 10, 1978 AT
NO 63-69-438 $ 1,878.98
==========
COMPOSED OF:
CASH
10 SHS DASHEW BUSINESS MACHINE INC
COMMON
PITTSBURGH NATIONAL BANK EXECUTOR
OF THE ESTATE OF JESSE G SIMPSON
ACCOUNT NO 80772-3
CASH TRANSFERRED
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
PITTSBURGH NATIONAL BANK EXECUTOR
OF THE ESTATE OF JESSE G SIMPSON
ACCOUNT NO 80772-3 -
CASH TRANSFERRED
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
-3 -
·'
5,004.23
1,833.98
45.00
422.00
407.21
127.48
225.00
119.46
114.92
95.48
126.43
126.62
--------------------------------~
eo 83.8.
RECEIPTS OF PRINCIPAL
5/10/82 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 138.87
8/10/82 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 116.32
11/10/82 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 140.64
2/10/83 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 129.87
5/10/83 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 121.45
8/10/83 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 105.93
11/10/83 AMOUNT TRANSFERRED FROM
INCOME-.PERSONALTY 135.66
2/10/84 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 137.36
PITTSBURGH NATIONAL BANK EXECUTOR
OF THE ESTATE OF JESSE G SIMPSON
ACCOUNT NO 80772-3
3/02/84 TRANSFER OF FUNDS 600.00
5/10/84 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 144.99
8/10/84 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 128.30
11/09/84 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 154.31
2/08/85 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 140.23
5/10/85 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 126.48
8/09/85 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 104.65
11/08/85 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 126.65
2/10/86 AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY 112.78
-4 -
~083.8,
5/09/86
8/08/86
11/10/86
11/11/76
2/07/80
2/09/84
8/07/84
5/08/85
RECEIPTS OF PRINC!P~L
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSF'ERRED FROM
INCOME-PERSONALTY
AMOUNT TRANSFERRED FROM
INCOME-PERSONALTY
TOTAL PRINCIPAL RECEIPTS
579.31
117.16
83.89
12,092.66
============
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
9 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 9.016
/ PROCEEDS: 81.15
ACQUISITION VALUE: 78.89
30 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 9.283 /
PROCEEDS: 278.49
ACQUISITION VALUE: 262.12
14 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 11.370
PROCEEDS: 159.19
ACQUISITION VALUE: 122.32
95 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 10.595 /
PROCEEDS: 1,006.53
ACQUISITION VALUE: 830.05
85 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 11.835 /
PROCEEDS: 1,005.98
ACQUISITION VALUE: 742.68
- 5 -
GAIN LOSS
2.26 ~
16.37 /
36.87 v
176.48 /
263.30 /
ll__--------------------------------~--------
~083,8,
10/15/86
2/13/87
12/19/72
12/12/83
12/10/84
12/10/86
6/25/87
6/25/87
6/25/87
GAINS AND LOSSES ON SALES 'AND OTHER DISPOSITIONS
GAIN
69 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
@ 14.641
PROCEEOS:
ACQUISITION VALUE:
1,010.23 /
602.88 407.35
479 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH N.A.TIONAL BANK
@16.204
PROCEEDS: 7,761.72 /
ACQUISITION VALUE: 4,185.21 3,576.51
TOTAL GAINS l\~ND LOSSES 4,479.14
LESS LOSS .00
NET GAIN 4,479.14
==========
DISBURSEMENTS OF PRINCIPAL
PENNSYLVANIA DEPARTMENT OF REVENUE
1972 PENNSYLVANIA FIDUCIARY INCOME
TAX ON CAPITAL GAINS
PENNSYLVANIA DEPARTMENT OF REVENUE
1983 PENNSYLVANIA FIDUCIARY INCOME
TAX ON CAPITAL GAINS
PENNSYLVANIA DEPARTMENT OF REVENUE
1984 PENNSYLVANIA FIDUCIARY INCOME
TAX ON CAPITAL GAINS
PENNSYLVANIA DEPARTMENT OF REVENUE
1986 PENNSYLVANIA FIDUCIARY INCOME
TAX ON CAPITAL GAINS
CLERK OF ORPHANS' COURT
FILING FEE
GEORGE B STEGENGA
ATTORNEY'S FEE
TRUSTEE'S COMPENSATION
TOTAL PRINCIPAL DISBURSEMENTS
- 6 -
LOSS
~
.00
--~
2.02-
9.62-
16.75-
12.68-
40.00-
50.00-
600.00-.._____
731.07-~
==========
~0838,
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
PAYMENTS MADE TO AND ON BEHALF OF
CALLIE R JULYE
DOCTORS DUDAS ASSOCIATE:S
PROFESSIONAL SERVICES
PAID 10/20/76
DR J J FRANCIS
PROFESSIONAL SERVICES
PAID 12/21/79
CALLIE R JULYE
PRINCIPAL DISTRIBTUION
PAID 7/21/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/2/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/29/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/30/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/1/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/80
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 1/30/81
- 7 -
85.00-
700.00-
50.oo.:.
50.00-
50.00-
50.00-
5o.ob.,.
50. oo--
5o. o·o·-
50.00-
I
85.00-
700.00-
'
7~0-
r --
80838,
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 2/27/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/30/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/29/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/1/81
CALLIE R JULYE
.PRINCIPAL DISTRIBUTION
PAID 6/29/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/31/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/29/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/30/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/30/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/81
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 2/1/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/1/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/30/82
- 8 -
50.00-,
50.00-
50.00-
50.00-'
50.00-·
50.00-
50.00-
50.00-
50.00:-
50. oo-
50.00-
50.00-:
50.00-
50.00-
808~8
DISTRIBUTIONS OF PRINCrPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/29/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/1/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/29/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/S2
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/30/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/29/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/1/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/29/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/82
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 1/31/83
CALLIE R JULYE
PRINCIPAL DISTRIBUTION-
PAID 2/28/83
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/30/83
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/29/83
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 5/31/83
- 9 -
so. oo..:.,
50.00-
50.00-
50.00-:-
50.00'-
50.00-\
50.00-
50.00-
so. o·o-
50.00-
50.00-
50.00-
50.00-
50.00-
1 til~ _.
~0838,
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/29/83 50.00;...
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/1/83 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/30/83 50. oo·-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/29/83 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/31/83 50.00.-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/29/83 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/83 50.00;-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 1/30/84 50. 0,0-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 2/28/84 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/30/84 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/30/84 50. 0.0-
CALLIE R JULYE:
PRINCIPAL DISTRIBUTION
PAID 5/30/84 50.00-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/29/84 50.00.-
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/84 50.00-
7 t:f~.
-10 -
-----------
,-----------------------------------------------------------,
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/30/84
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/1/84
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/30/84
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/29/84
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/31/84
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 1/30/~85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 2/27/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/1/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 4/29/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 5/30/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/1/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 8/30/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/30/85
-11 -
50.00-r
50.00-
50.00-
50.00-
50.oo.:..
50.00-
50.00-
50.00-
50.0.0-
50.00-
50.00-
50.00-
5o. oo-.
. 7 ?)!/
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/30/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 11/29/85
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/85
. CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 1/30/86
I CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 2/27/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 3/31/86
CALLIE R JULYE
PRINCIPAL DISTRIBTUION
PAID 4/29/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 5/30/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 6/30/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 7/30/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/2/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 9/29/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 10/30/86
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/1/86
-12 -
50.00-
r
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-
50.00-,
??J~
~08~8.
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
CALLIE R JULYE
PRINCIPAL DISTRIBUTION
PAID 12/30/86
JAMES BROOKS MD
PROFESSIONAL SERVICES
PAID 5/2/84
JAMES L BROOKS MD
PROFESSIONAL SERVICES
PAID 2/14/85
JAMES L BROOKS MD
PROFESSIONAL SERVICES
PAID 10/18/85
JAMES L BROOKS MD
PROFESSIONAL SERVICES
PAID 12/24/85
JAMES L BROOKS MD
PROFESSIONAL SERVICES
PAID 3/25/86
SOUTH HILLS HEALTH SYSTEM
PROFESSIONAL SERVICES
PAID 5/2/84
SOUTH HILLS HEALTH SYSTEM
PROFESSIONAL SERVICES
PAID 8/2/84
JEFFERSON CARDIOLOGY ASSOCIATION
PROFESSIONAL SERVICES
PAID 8/2/84
JEFFERSON RADIOLOGISTS
PROFESSIONAL SERVICES
PAID 2/14/85
JEFFERSON RADIOLOGISTS
PROFESSIONAL SERVICES
PAID 9/10/85
-13 -
50.00-
304.00-
43.28-
32.98-
32.98-
82.38-
320.91-
269.02-
67.68-
31.30-
24.75-
3,950.00-
--495.62-
589.93-,___.--
67.68-
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
JEFFERSON RADIOLOGISTS
PROFESSIONAL SERVICES
PAID 3/25/86
JEFFERSON RADIOLOGISTS
PROFESSIONAL SERVICES
PAID 12/8/86
UNIVERSITY OF PITTSBURGH
DENTAL SERVICES
PAID 4/15/85
SOUTH HILLS EMERGENCY PHYSICIANS
PROFESSIONAL SERVICES
PAID 9/10/85
SOUTH HILLS EMERGENCY PHYSICIANS
PROFESSIONAL SERVICES
PAID 12/8/86
JEFFERSON HEALTH SERVICES
PROFESSIONAL SERVICES
PAID 12/24/85
JEFFERSON HEALTH SERVICES
PROFESSIONAL SERVICES
PAID 8/22/86
JEFFERSON HEALTH SERVICES
PROFESSIONAL SERVICES
PAID 9/19/86
SOUTHWESTERN HEALTH CENTER
PROFESSIONAL SERVICES
PAID 3/25/86
LAWRENCE L GIPSON MD
PROFESSIONAL SERVICES
PAID 3/25/86
-14 -
2.14-
134.75-
300.00-
225.00-
121.97-
400.59-
34.40-
986.92-
37.00-
55.20-
192.94-
300.00-
346.97-
-------1,421.91-
37.00-
55.20-
8/10/71
8/07/78
8/09/86
8/12/86
-----------------------------------------------------.
DISTRIBUTIONS OF PRINC!PAL TO BENEFICIARIES
M D CARDIOLOGY ASSOC LTD
PROFESSIONAL SERVICES
PAID 8/22/86
THE FOLLOWING CHARGED OFF AS
WORTHLESS
===================================
10 SHS DASHEW BUSINESS MACHINE INC
COMMON
TOTAL PRINCIPAL DISTRIBUTIONS
PRINCIPAL BALANCE ON HAND
INVESTED CASH
TOTAL PRINCIPAL
INFORMATION SCHEDULES -PRINCIPAL
INVESTMENTS MADE
570 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
211 SHS COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
RECEIPTS OF INCOME
INCOME SINCE 8/8/86 DATE
OF LAST STATEMENT RENDERED
CALLIE R JULYE
127.46-
45.00-
===================================
OTHER INCOME
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
548 SHS
127.46-
45.00-
,__-
8,414.71-
==========
ACQUISITION
VALUE
7,426.02
7,426.02
============
4,996.26
1,827.89
33.63
"--------------------------------------------
~~~-~----~~--------------------------------~-
~083&
8/22/86
9/02/86
9/10/86
9/19/86
10/01/86
10/14/86
11/03/86
11/05/86
11/14/86
12/01/86
12/08/86
12/12/86
12/30/86
RECEIPTS OF' INCbME
OTHER INCOME
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
162 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
716 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
\549 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
716 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
7 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
548 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
678 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
40 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
479 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
673 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
307 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
479 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
62 SHS
-16 -
'----------------------------------
.57
3.60
42.73
2.02
.02
31.51
1. 74
.02
27.72
2.96
.32
42.35
.27
~083~
1/02/87
1/15/87
2/02/87
2/12/87
3/02/87
4/01/87
5/11/87
6/03/87
8/12/86
11/10/86
2/26/87
6/25/87
RECEIPTS OF INCbME
OTHER INCOME
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
327 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
479 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
358 SHS
COMMON FUND DISCRETIONARY OF
PITTSBURGH NATIONAL BANK
479 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
8,151 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
8,166 SHS
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
SHORT TERM INVESTMENT FUND
PERSONAL OF PGH NATIONAL BANK
TOTAL INCOME RECEIPTS
DISBURSEMENTS OF INCOME
FEE FOR PREPARATION AND FILING
1985 PENNSYLVANIA FIDUCIARY INCOME
TAX RETURN
TRUSTEE'S COMPENSATION
1987 WASHINGTON COUNTY PERSONAL
PROPERTY TAX
TRUSTEE Is C01VIPENSATION
TOTAL INCOME DISBURSEMENTS
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
-17 ....
1. 50
29.22
1. 68
29.79
21.16
40.10
39.84
. .
43.65
396.40 ~
==========
25.00-'--
6.02-
23.78-
61.75-/
==========
-------------------------------------------------
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
ESTATE OF CALLIE R JULYE
NET INCOME ACCRUED TO 1/13/87
DATE OF DEATH OF CALLIE R JULYE
6/25/87
TRANSFERS TO PRINCIPAL
===================================
AMOUNT TRANSFERRED TO
PRINCIPAL-PERSONALTY
11/10/86
TOTAL INCOME DISTRIBUTIONS
BALANCE OF INCOME ON HAND
INVESTED CASH
-18 -
110.27-
83.89-
140.49
==========
. . •
110.27-
83.89-
194.16-
==========
140.49 --------------------
#80838-9
IN THE COURI' 0F <D.MMJN PLEAS OF WASHING'ION COUNTY,
PENNSYLVANIA ORPHANS' COURT DIVISION
ESTATE OF
JESSE G. SIMPSON,
Deceased
J
J
J
J
NO. 63-69-0438
In the matter of the First and Final
J Account of Pittsburgh National Bank,
J
J Trustee under Will
AnJUDICATION AND DECREE
And now ,~bcto'&er IS" , 19 81 this matter having came on for
hearing, audit and distribution and testimony taken~ upon due
consideration thereof, the balance for distribution in the .hands _of
the Accountant is detennined to be $ 7, 64 7 .19 and the account is
accordingly confirmed~ and it is ordered, adjudged and decreed that
the said balance be paid out by the Accountant in accordance with
the schedule of distribution hereto attached and made a part hereof,
unless exceptions hereto, be filed sec. reg. or an appeal taken
herefram sec. leg.
~RT
•,.,.
Balance per account ------------$ 7,566.51
Additional Debits -Audit
Additional Credits -Audit
Balance for Distribution -----------
Attorney: George B. Stegenga
(see attached)
"Vd ··oo NOl~-HJIHSv/r\
S lll fA. .-i 0 tEll S 1 ~ :3 tJ
2S 8 lJd ST lJO L'd(
85.83
5.15
$ 7,647.19
:-;,. j
. ,_1 , . l~
' -j ·.
f '
' .. . . .
' '• ..
80838
PRINCIPAL
BALANCE PER SUPPLEMENT TO FIRST AND
FINAL ACCOUNT
COMPOSED OF
DISTRIBUTION
INVESTED CASH
DISTRIBUTION
BETHEL AFRICAN METHODIST CHURCH
BALANCE PRINCIPAL CASH 7,426.02-
TOTAL PRINCIPAL DISTRIBUTIONS
- 2 -
7,426.02
7,426.02
7,426.02
============
7,426.02-
7,426.02-
============
,----------------------------~-----------------------------,
INCOME
BALANCE PER SUPPLEMENT TO FIRST AND
FINAL ACCOUNT
DISTRIBUTION
BETHEL AFRICAN METHODIST CHURCH
BALANCE INCOME CASH
TOTAL INCOME DISTRIBUTIONS
- 3 -
221.17-
221.17
221.17-
221.17-
==========
....
'
No. 63-69-438
In the matter of the First and Final
Account of Pittsburgh National Bank
Trustee under Will
of Estate of Jesse G. Simpson,
Deceased
Adjudication and Decree
' ~ •
r---~·--
jl Form for Guardian or Trustee
Jetitinn l'ur !\!Wit
11n w~e ®rp~ans· Olnurt nf llasqiugtnn Q.Tnuuty
Estate of ....... .'I..~.!?..~.~ ..... ~.:: ..... ;?..~.~.P.!?..~.~ ...................................... .. Filed at N o .... ~.~.:~.~-~ ............. of 19 .~~
F~~~Wle·eg·~·~~·~·~:~·wi·~T~.~ .. ~-·~.9.!!.~.! ..... ~.?..~.~ ........... .
For .... C..a.l.l .. i..~ .... B .. , ..... J..~J.Y..f#. ........................................................... .. Pi~~;·~(;~~~;d"""~i~I~~·~i:"gi~~~1I~ ........................ ..
of appointment ............................................................................................ .
f May 10, 1978 Decree of Distribution
Date 0 tt;tst . Jesse G. Simpson Estate or guardianship .............................................................................................. ..
If there have been former accounts
filed in this estate;list:
·,,f
. . Death of Callie R. Julye on January 13, 1987 Reason for fihng this account. .......................................... : ....... : ............................................... ~ ....... ~ ... ~~··"~"'":·· ....................................................................... .
All persons having . any .interest, vested or contingenr, (including claimants), in the ·fund now before the Court,
with the nature of their interests are: · ·
Bethel African Methodist Church of Monongah~la,
Pennsylvariia, in its own right and as Successor to
St. James African Methodist Church of Charleroi,
Pennsylvania
SEE EXHIBIT "A"
All of said parties have received notice as required by the Court Rules except as follows:
None ; ... ·
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the. Court or difficulties that must be met in distribution:
None
} .
Balance for distribution per acco~nt,
Additional debits not shown in account:
(Indicate whether income or principal)
I
'PNC Short ~erm Investment
Fund Interest $85.83
Additional credits not shown in account:
(Indicate whether income or principal)
I
.1~
Principal $ ..... 7..~ .. 4.2.6..1\.Q,?. ................. ~
Income $ ............ ~.~.9..::.~.~ ............ ~
'
Total additional debits $ ............ ;?.~.§.~.~.?. .. . .........................
.Trustee's Income Compensation $5~15
Total additional credits $......... 5.15 ...................................................
Balance for distribution ·' Principal $ ... ..?..1 . .4.?..§ .. ~. 0 2 ..................................
Income $ ............ ?..?..! ... 17 ......................................
Total $ ...... ?. .. ~ .. ~.~.?..::.19 ~ .................................
If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is
a distribution account, file elections to take in kind for all items so listed:
~ .
1 Balance for Distribution is cash
I
,,
.. 1·
't
' '1
---·-·--····----·---·---~·~
---. ---------~~ --------~---~~----,--------~
#
/
Set forth accountants suggestion as to manner and form of distribution to be made, a\vards to be stated in pro-
•" portions unless specific amounts or items are designated by instrument under which estate is being distributed:
A suggested Decree of Distribution is s-ubmitted
herewith separately.
f ·~
,t
,·
ALLEGHENY
COUNTY OF 'W{J~'N,
COMMON\VEAL TH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly .. ~ .......... doth depose and say that the
And your petitioner will ever pray, etc.
facts set forth in the foregoing petition are true to the
best of ..... ~ ................ knowledge and belief .
.. ~~ ........ to and subscribed before me
This ..... ~q, .. 0' ........ ~: ...... day orJ.f.;/!~ ....... 1 9 :?.7
::~:~~-~---·-····-·-......... J~~~~~~,t~~~?:~.n~~ .. ~ .................................. .
Signature of Officefh.M~ .... ~~·--·· .................................................................................................................................
Title of Officer ......... MARG"ItRET"RU1if"l7AitY;·noTARV·f>UBtte····· .. ······
PI'TTSBURGH, Al!.EGHENY COUNTY
Office expires .............. .M,V . .COMMlSSlQN . .Elf.IR£.S.J.UNf.19 .•. ~~~~ ............ .
Member, Pennsylvania Associatioo of Notaries _
--
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! #/. ---_____ . Jrtitinu ~ur J\ubtt _
IN TI-lE
ORPI-IANS' COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN=INCOMPETENTS
-OR TRUSTEES ;.
63-438 69 No .............. -............... of 19 ·····-···-
ESTATE OF ......... J.Sl.§ . .§.~ .... Ji.,. ...... S. . .i.ID.I;?..S..Q.D. ................... .
FOR ........ ~.9 .. l!.J.~ ...... R..! ...... J..Y.J.Y..~ ............................................. _
-·-························~~~~~~lLi!r;·t~-;;a-~t········· .... ················-
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust instrument-attested.
2. Inventory. s: Signed elections of items to be t"aken in kind-
if distribution account.
4. Stipulation or certificate by minor approving
account.
5. Praecipe for those represented.
6. Brief-;or any quesy~w raised.
'---)..~t~
............... G..§.Q.£.9.e. ..... l2.~ ....... S..t.e..g.e.n.g.a ..................................... .
Counsel for accountant.
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#80838-9
KNOW ALL MEN BY THESE PRESENT-S:_
The undersigned, w. S. Hopson as Presiding Elder of the
Pittsburgh District of the Pittsburgh Annual Conference, having
knowledge of the facts, does hereby verify and certify that the
St. James African Methodist Church of Charleroi, Pennsylvania,
has closed and no longer exists as a congregation and the members
of that Church have united themselves with the Bethel African
Methodist Church of Monongahela, Pennsylvania and that the Bethel
African Methodist Church may be regarded as the successor to the
St. James African Methodist Church of Charleroi, Pennsylvania.
IN WITNESS WHEREOF, the said w. s. Hopson has hereunto set
his hand this /4/; day of October, 1987 • •
EXHIBIT' II A II
80772-3
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
JESSE G. SIMPSON
)
)
)
)
}
NO. 63-69-438
DECEASED
PETITION SUR AUDIT
To the Honorable, the President Judge of said Court:
The petition of Pittsburgh National Bank respectfully
represents:
Jesse G. Simpson, late of Washington County, Penn-
sylvania, died on April 2, 1969, and letters testamentary were
granted to the Pittsburgh National Bank on April 15, 1969.
This is the Second and Partial Account of your petitione
as executor under the will. There has been one former account
filed in this estate at the above number and term.
The testator was survived by a spouse, Violetta D.
Simpson, who died on October 24, 1969.
Your petitioner filed its First and Partial Account in
1971 and by decree of your court dated June 28, 1971, there was
awarded back for further administration assets as shown under
Schedule A of the account now being audited.
A copy of the last will and testament of the said
Jesse G. Simpson is attached hereto and marked Exhibit A. The
specific bequest made in paragraph Third of the will was satisfied
and paid by the executor and confirmed in the First and Partial
Account. The trust established by paragraph Fourth of the will
was not established because the intended life beneficiary,
Violetta D. Simpson, did not survive to the end of the adminis-
tration and to the filing of the first account in this estate.
The testator directed that upon the dea~h of his wife
one-fourth of his residuary estate should be continued for the
benefit of Mrs. Callie R. Julye, and your petitioner currently
has under administration that trust, which is identified as
account No. 80838-9. A further one-fourth is bequeathed to the
testator•s son, Jesse G. Johnson, and a payment of that bequest
was made in the aforesaid decree. The remainder or one-half of
the residuary estate is bequeathed one-third to Carol Ann Sheppy,
one-third to Sandy Ray Jones, one-sixth to Ronald D. Cheatham and
one-sixth fo Jamie R. Cheatham.
Carol Ann Sheppy is now Carol Ann Sheppy Saunders, is
of full age, is sui juris and is not in the military service of
the United States. Sandy Ray Jones is now Sandy Ray Jones Julye,
born on July 12, 1963, a minor for whom the Pittsburgh National
Bank is guardian. Ronald D. Cheatham was born on September 5,
1958', and is now over the age of 18 but not yet age 21. The
Pittsburgh National Bank is also guardian for him. Jamie R.
Cheatham was born on November 12, 1960, and has not yet reached
age 18. The Pittsburgh National Bank is also guardian for him.
All Pennsylvania and federal taxes have been paid and
fully satisfied and accounted for under the Second and Partial
Account. There are no further taxes due on this estate to the
knowledge of your petitioner.
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There have been additional transactions since the filing
of the Second and Partial Account and there is attached hereto
and made a part hereof a Supplement.
There is submit.ted separately a Decree of Distribution
awarding the balance as shown in the Second and Partial Account
and the Supplement thereto.
Your petitioner prays that distribution be made in
accordance with this petition and in accordance with the sug-
gested decree.
Your petitioner in its capacity as trustee for the bene-
fit of Callie R. Julye and as guardian for Sandy Ray Jones Julye,
Ronald D. Cheatham and Jamie R. Cheatham elects to take in kind
in satisfaction of its distributive share a pro rata distribution
of any unconverted assets to the end that the estate may now be
fully distributed and that the parties entitled to outright dis-
tribution of their share may receive full satisfaction thereof in
cash.
Respectfully submitted,
PITTSBURGH NATIONAL BANK
By:~~~
· ASS'T. VICE PRESIDENT
COUNTY OF ALLEGHENY )
) ss
COMMONWEALTH OF PENNSYLVANIA )
The above-named Fiduciary or representative thereof, being duly
sworn, doth depose and say that the facts set forth in the fore-
going petition are true to the best of hl-As 17knowledgJ?~ ar:d belief.
Sworn to and subscribed before me this~day of/ ~L././·u?j{ ./
1978.
, Notar~.i\ f5];i_Q!fS, NOTARY PUB IC
PITISBURGH, ALLEGl~ENY COUNTY
MY COMMISSION EXPIRES JUNE 7, 1980
Member, Pennsy!·12ni~ !{ssociation of Notar1e~
-3-
TR-2 REV. }-62 ·. ..
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 63-69-438
ESTATE OF JESSE G. SIMPSON, DECEASED
SUPPLEMENT TO SECOND AND PARTIAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNK
EXECUTOR
#80772-3
PITTSBURGH, PA. MARCH 14, 1978
S U M M A R y
SCHEDULE A
PRINCIPAL.-PERSONALTY
Receipts Page 3 29,790 46
Disbursements Page 4 669 1'6;
Balance 29,121 30
SCHEDULE B
INCOME-PERSONALTY
Receipts Page 5 10,539 71:
Disbursements Page 6 1,545 07
Balance 8,994 64
SCHEDULE C
PRINCIPAL-REALTY
Receipts Page 7 75 00
Disbursements Page 7 75 00
Balance 0 00
NET BALANCE 38,115 9'4
-
TR-2-A REV. 9-62
-:
JESSE G. SIMPSON
THE-',BAMNCE CONSISTS OF THE FOLLOWING:
PRINCIPAL-PERSONALTY
Stocks
Dashew Business Machines Inc.
40 shares, Corrunon
Notes
$12,475 Indbt. D.R. & D.A. Wright, re
Coll. Sales Agreement, dated 1/10/61
6.000% due 6/10/75
Miscellaneous
James A. Woodson, et ux
118 Scalabrini Avenue, ~·Jashington Twp.,
Fayette County, Pennsylvania
Claude Richardson, et ux
• 502 Market Street, Donora,
Washington County, Pennsylvania
Cash
INCOME-PERSONALTY
.Cash advanced
s·ee Exhibit .No. 1, Page 13 of Second
and Partial Account
Cash on hand
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180 00 I
9,450 14
11,140 01
1,015 31 12,155 32
21,785 46
7,335 84
29,121 30
1,424 00
7,570 64 8,994 64
38,115 94
JESSE G. SIMPSON
TR-2-A REV. 9-62
SCHEDULE A
PRINCIPAL-PERSONALTY
RECEIPTS
Per Second and Partial Account filed
Assets Purchased
1978
Jan. 3 General Electric Company, Demand
Note 5,000.00
Sale and Conversion of Asse,ts Without Gain
or Loss
Claude Richardson, et ux
Land Contract, 6%
Payments on Account
Principal
12/7/77 to 3/3/78
Reduction in Carrying Value
James A. Woodson, et ux
Land Contract, 6%
Payments on Account
Principal
1/10/78 to 3/6/78
Reduction in Carrying Value
James A. Woodson, Jr., et.ux
Land Contract
Increase in Carrying Value
by payment of the following:
Premium due on Homeowners Policy
148.29
148.29
136.18
136.18
2/23/:78.to 2/23/79 73.00
Cash disbursed to pay:
Premium on Homeowners Policy
from 2/23/78 to 2/23/79
Proceeds sale General Electric Company
Demand Notes, at 100, as follows:
73.00
12/29/77 5,000.00
Carrying Value 5,000.00
3/13/78
Carrying Value
Miscellaneous
·5,000.00
5,000.00
Johnson & Higgins of Pennsylvania Inc.
Return Premium-Liability Insurance
cancelled as of 11/21/77
-3-
29,786 46
0 00
0 00
0 00
0 00
0 00 0 00
4 00
29,790 46
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·JESSE G. SIMPSON
TR-2-A REV. 9·62
DISBURSEMENTS .
Per Second and Partial Account filed 539 86
Administrative Expenses
1978
Feb. 23 Pittsburgh National Bank I
Fee for collection of Land Contract
payments for the year 1977
James A. Woodson, Jr. et ux 69.30 I I
Claude Richardson, et ux 60.00 I 129 30
669 16
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JESSE G. SIMPSON
TR-2-A REV. 9·62
SCHEDULE B
! INCOME-PERSONALTY
I RECEIPTS
I
Per Second and Partial Account filed 10,131 66
Interest-Short Term Investments
General Electric Company, Demand Notes
$5,000 to 12/29/77 26 27
I 5,000 to 3/13/78 66 78 I I
General Motors Acceptance Corp., Demand
Notes
$4,000 to 12/29/77 21 06
4,000 to 3/13/78 -53 41 167 52
Interest-Land Contract
Claude Richardon, et ux, 6%
10/31/77 to 1/31/78 J..6 71
James A. v?oodson, Jr., et ux, 6%
10/20/77 to 2/20/78 223 82 240 53
i .
Assets Purchased
General Motors Acceptance Corp.,
: Demand Note 4,000.00 "
Sale .. of· Assets Without Gain or Loss
Proceeds sale General Motors Acc~p:tance, ..
Corp., Demand Notes, at 100, as follows: I
!
12/29/77 4,000.00
Carrying Value 4,000.00 0 00
3/13/78 4,000.00
Carrying Value 4,000.00 0 00 0 00
10,539 71
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JESSE G. SHiPS ON
TR-2-A REV. 9-62
DISBURSEMENTS
I
Per Second and Partial Account filed 1,370 93
Internal Revenue Service
1977 Federal Fiduciary Income Tax on
Accumulated Income
Paid 1/25/78 38 42
Pennsylvania Department of Revenue
1977 Pennsylvania Fiduciary Income Tax I . on Accumulated Income
I Paid 1/25/78 25 89 .
1978 washington County Personal Property Tax
Paid 3/10/78 85 35
Executor's Compensation 24 48 174 14
1,545 07
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JE,CSE G SIMPSON
TR-2-A REV. 9-62
' SCHEDULE c
PRINCIPAL-REALTY
I
RECEIPTS
Per Second and Partial Account filed 75 00
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DISBURSEMENTS
Per Second and Partial Account filed 75 00
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LAST WILL AND TESTANENT
.. ~ · ..
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·-' ~ . I I ~~·JESSE G. SIMPSON,
'I
of Washington Co'l;lnty, Pennsylvania,
I I ,
being of 'sound mind and memory do make, publishl and declare this my
i I Last Will 'and Testament, hereby revoking and declaring null and void I I ~y and all l-liils and Codicils by me' at any timl heretofore made.
'!·.·
..... ---~ ,_._, -
.. •FIRST: I direct my Executor to.pay my debts, the expenses
of my last illness and my funeral expenses.
SECOND: I g~ve and bequeath all my j~relry, automobiles,
,·. I clothing and other purely personal effects, a9 well as all household
i!tl goods an~ :equipment t·rhich I may OYn, to my wife, VIOLETTA D. SIHPSON,
.. "'-· if she survives me. In the event my wife fails to survive me, I give
and bequeath the aforesai~ items to my son·, JESSE GEORGE JOHNSON, if
he survives me.
. THIRD: !.give and bequeath the sum of Ten Thousand ($10,000.00)
Dollars to the then living children of my son, JESSE GEORGE JOHNSON, in
equal shares, for the primary put·pose of aiding them to receive an education
beyond ~h~ high Jcbool level, either a coll~ge education or its equivalent,
I and it is my desire that if any child of my sa d son is a minor at the time
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of wt death, that the Guardian of his or her r spective estates bear this·-····----"·".---··
desire in'mind a~d provide funds primarily for his or ner education. In the
event any cbild of my son should fail to survi. e me, his or her equal share
shall be paid and distributed to his or th:e then living issue, per stirpes,
or in default of
1
issue shall be added to the other equal shares_ herein dis-
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\\ Certified a true:~ ' 'I ', -I • ~ • • .. I~ •: • : d~ ,j I ~
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tributable to the other said children 'or their issue, as the case may be,-
to be distributed ~ though original parts thereof.
FOURTH:· All the rest, residue and,remainder of roy estate, I
give, devise and bequeath to PI'ITSB·URGH NATIONAL BANK, Pittsburgh,
Pennsylvania, as Trustee under the .following trusts.
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. ,. ~ I . TRUSTS.
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Estate fot; the use
A. My Trustee shall hold' the princi.pal of the Trust
and benefit of my t-1ife, VIOLE'ITA D. SUJPSON, .and shall
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pay to her, or for her benefit, the net income therefrom, in installments
convenient:to her, but not less frequently than annually, for and during
" ' .
her lifetime, together '\dth so much of the princ~pal thereof as my Trustee,
in ite sole discretion, shall deem advisable, from time to time, for her
health, maintenance and support.
: ·. / I . ';'. In addition, it being my express desire that my
wife shall not be placed in a hospi ta·l or nurs~ng home, I author:ize ny
Trustee to employ }ffiS. CALLIE R. JULYE, for so long as she is willing and
.. •'
able, to care for my wife in her own home dul;'ing her lifetime.
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B. Upon the death. of my wife during t~e. period-of-·' ________ .. :· .--:-· · ...
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·-.' this trust' for her benefit, or upoa my death in the event my l7ife fails to
'· . ' :
survive m~, ~he principal of the Trust Estate, as it is then constituted,
shall be held in trust and/or distributed as follows:
I
1. One-fourth (1/4) :thereof shall be held for the I
use and benefit of MRS. CALLIER. JULYE and my !Trustee shall pay to her, or
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-2-i i ' • . . '
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for her b~~efitf the net income th.J}~r~; in irallments convenient to
her, but not less frequently than annually, for and during her lifetime, : I . .
together with so much of the principal thereof as t'IY Trustee, in. its sole
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discretion:, shall deem advisable, from time to time, for her health, 1:\ain-
tenance and support.
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In the event the aforenamed beneficiary dies
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during the''. continuance of this sep:arate trust herein created for her benefit,
or is not living at the time for the creation thereof, my Trustee shall pay .
and distr_ibute the then. remaining principal .of this separate share of the
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.Trust Esta'te. to the AFRICAN HETHODIST CHURCH, Honongahela, Pennsylvania, and
the AFRIC&~ }lliTHODIST CHURCH, Charleroi, Pennsylvania, in equal shares, to be
used for their general purposes.
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·:·l 2. On(!-fourth (1/4) t ereof shall be paid and dis-,.
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.. tributed to my son, JESSE GEORGE ·JOlli~SON, absolu ely and free o.f trust, or in
,
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the event he is not then living, to his then liv ng issue, per ~tirpes and
absolutely~ subject, hm-1ever, to the minority pr visions hereinafter set forth; . . I
or in default of issue then surviving my said son, this one-fourth (1/4) ·share
·.shall be added in equal parts to the shares distributable under the provisions
' . of subparagraph 1. tand 3. herein.
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. i3• The remaining principal of the Trust Estate . . r .
shall be' ~-~id ·and dist.riouted, absolutely and free of trust, to the follow-
ing named beneficiaries in accordance with the proportions set opposite
their respective names:
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CAROL ANN SHEPPY, daughter.of
FRED and WILLA SHEPPY, presently
. of New Rochelle, NcY York,
SANDY RAY JO~ES, gqdchild of .
MRS. CALLIE R. JULYE, presently
of Belle Vernon, Pennsylvania,
RONALD D. CP..EATH~·I, son of
JAHES and SHIRLEY CHEATHA!·I,
presently of Charleroi,
Pennsylvania,
JANIE R. CHEATHAN, daughter of
JAHES and SHIRLEY1 CHEATHAH,
presen~ly of Charleroi,
Pennsylvania~
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1/3
1/3
1/6
1/6
In the eve~t ·any of the aforenamed beneficiaries is not then liv.ing, the.
sum otherwise distributable to such deceased beneficiary shall be.paid and
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' distributed to his or her then living issue, per stirpes and absolutely,
subject, h~ever, to the minoriiy provisions hereinafter set forth, or in
default of such issue then surviving such deceased beneficiary, his or her
share shall be distributed proportionately among the other beneficiaries ..
·· -above naned or their issue, as the case may be.
II. While in the hands of my T'rus tee, neither the _prin-. r
cipal nor the income of the Trust Estate shall be liable for the debts
i of any b. eneficiary hereunder, n<;>r shall· the same be subject to seizure . I
'' I or attachment by any creditor of any beneficiarylunder any writ or pro-
1 ceeding at lawor in equity, and no beneficiary hereunder shall have
11 b · I · i 1 · . any power to' s.el , assign, enc1.m1 er, or 1.n any t!lflnner to ant c pate or
. : . I . dispose O·f ·.his or her intercs t in the Trust Es tat:e, or in the income .
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produced thereby.
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III. As compensation for its services hereunder, my
Trustee shall be entitled to deduct a reasonable fee which fee shall
be in a'cc~rdance with the then prevailing rate of compensation charged
by my Trustee for like services.
. ·I· .. : FIFTII: In addition t·o. the powers conferred by law, my
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Executor·~nd Trustee sha~l have the following discretionary powers: ,.
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A. To retain as an investment for my estate and the
i trust estate, without any duty of diversification, any and all property,
real .or personal, received hereunder, \-lhich shall specifically include
the authority to tetain any stocks in PITTSBURGH NATIONAL BANIK without
liability as a result of such retention.
~· : . ! .
B. To invest·and teinvest, in luding principal and
I
accumulated income, in 'stocks, bonds, mortgage , securities or other I
property, real or personal, 'without being limited to the classes of
··. securities or investments in \-lhich fiduciaries are authorized by law
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to invest trust funds. :
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of my estate
c. To!sell any and.all real estate held as an asset
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and trust 1 estate a.t such times: at public· or private sale, for
such prices and upon such terms as deemed advisable, and to make, execute
------":"-___ :-____ .,. ___ -,:..~ _. ":.••
and deliver any deed or deeds therefor, conveying title thereto in fee
simple apsolute, or for.any less estate to any purchaser or purchasers,
freed and discharged of any and all trusts hereunder.
D.
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dispose of all or any portion of oy estate and ' trust estate: in such manner
and upon such terms and conditions as. shall be dcet:1ed advisnble, and \<Thich
shall specifically include the authority to grant leases which extend beyond
/
the term of any trust hereunder and beyond the period authorized by law, and
..
to make, execute and deliver deeds, mortgages, leases, assignments and other
documents necessary to effect any of the p~·ers granted.
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r : .. E. To make distribution of my estate and trust estate to
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any person:·entitled'thereto in kind, in cash, or partly in kind and partly
in cash, aS deemed advisable, and to this end allocation of assets in kind
shall be in the sole discretion of my fiduciaries. Assets distributed in
I
kind in satisfaction of any pecuniary distribution under the terms of this
Will shall be distributed at their values on the date or dates of distribution.
.':. F. To register or carry any investments held hereuncer
in their own nace or in the name of a nominee or nominees; provided,
\ . . however, that.all such investments shall be so designated upon the records
of my fiduciaries that the trust or estate to which said investments belong
shall appear clearly at all times.
. \ G. I To vote by person or proxy any and all stock held in
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. , my estate ·and: trust estate and to participat~ lin any reorganization or
· me.rger of com~anies or corporations whose stock is so held.
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t ; I : •••. H. To borrm~ for the purpose of oy estate or trust
" ..
estate fr~m ary source, which shall include tpe authority to borrow from
. • I I . any separate .trust created herein, and as security for repayment, to hold . I . .
or pledg~.thi whole or any part of my estate or trust estate •
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I I. To retain in kind and continue to operate as a going --.. -" . I
·concern during fhe administration of oy estate and my trust estate, any busi-
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ness or business interest which I my ovn or have the controlling interest in
• I . I .·
at the time of my death, so long -as s'uch retention and operation is deemed
I' advisable, and my fiduciaries shall be entitled to adequate and reasonable
i compensation for their services in connection with the operation of such busi-
ness or bu,siness interest in ad~ition to the aoounts usually· avarded Executors
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I·" or Trustees in connection with the administration of estates or trust estates.
! During the_ period of time that such business or business interest is so oper-
ated,-the ·full responsibility for the n1anagcment and operation thereof may be
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delegated to any person or persons they may deem advisable. Any such business
or business interest may be incorporated if my fiduciaries deem such action
advisable~/. Hy fiduciaries, houeve·r, shall b'e authorized to sell or liquidate
' any such b\lSiness or business interest, upon such terms and conditions and to
such pers~~ or perslons, corporation or corporations as they shall deem advisable;
provided, hO\-rev~r, I direct my fiduciaries first extend an option to HRS. CALLIE
R. JULYE, to purchase the same at such price and upon such terms and conditions
·~·( ~
as my fidu~iaries m,ay deem advisable; such optic to extend for a term of six
(6) months' after notice thereof tO: the optionee. , Hy fiduciarie_s shall be
authorized to borrow from my estate or from the trust estate or from any other
source, whatever mo1ney or moneys they deem advisable to enable them to operate
such business or business .interest in the best interest of my b-eneficiaries.
I Hy fiduciaries shall be \-tithout liability for any loss arising from or occasioned
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by the ret~ntion, operation and/or the sale or liquidation of any such business
or business interest. I
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SIXTH: I . I direct my Executor to pay out of the principal
of my resid_uacy estate all Federal Estate, State Inheritance, Estate ..
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~ ~: ' . and Succession Taxes imposed upon or:witl1' respect to my estate or any
property in which I may have an interest, including any property not
forming ~ part of my testamentary estate but included in my gross estate
for tax p~rposes, except any property over which I have a taxable power
of appointment in the event it shall be held that I have not exercised
I
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such powez: of appointment in this tall, at such1 times and in such t"..anner
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as my Exe·cutor in its .sole discretion shall deem advisable, and no such
taxes or any portion thereof so paid shall be collected from o·r paid by
any other: person, persons, or corporations by \-Tay of reimbursement, . :,
proration', apportionment or otherwise.
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.'SEVENTH: I name and appoint PITTSBURGH NATIONAL· BANK,
Pittsburgh, Pennsylvania, Executor of this, my Last Hill and Testament •
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. EIGHTH: I appoint PITTSBURGH NATIONAL BANK as Guardian of
any property which passes to, a minor·and with respect to which I am
authorized.to appoint a Guardian and have not othen1ise specifically
done so, granting it in this capacity the pmler to agree to any distri-
;
I bution of the said property that it deems advisable; the p~Jer to retain
any property, real or personal, received by it lin kind and the p~Jer and
authority to sell the same upon sUch tenns and !conditions as it believes
advisable·, gi~ng goo,d title to any real estate thus sold; and the po•-1er
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and autho~ty to invest in such stocks, bonds and/or o~ther investments
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it deems advisa.ble, without being limited to t~ose investmepts f ··-. ·:-· in ·whictr·· -~----r-
guardians·~ .. ·are. ~y lml required to invest minors •I funds; and the pO'Jer and
'·. . :
authority to disburse to or for the benefit of the minor wards so much
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of the income c,.nd the principal· ,of the minor's share of the said property . '
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as it, in~ its sole discretion, deems ~dvisable for the minor's comfort, J
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maintenance,. support and.co1r.plete kduc:ltion, i preparatory, college
and post graduate or professional,trainin:;, an · to aid the minor in the
event of1 any illness, injury or other e::.·crgenc affecting the minor wards
wherein money is needed. Any disburse::1cnts hereinabove authorized may be
made to the parent, cuartJian or such other person as may have custody of
I the person of that tJinor at the time such payments are tJade, without lia-
bility on the par:t of PITTSBURGH NATIONAL BA."lK to see to the application
of said payments by the payee, and the re~eipt of any su~h pefson shall be
a full acquittance of PITTSBtfKGH NATIONAL BANK as to any anount so paid.
19 ~ ~ •
WITNESS my hahd and seal this .'Jc d day of [t.~q wd I ----::.~0+=-..:.!-.---
(SEAL)
. Signed, sealed, publisHed and declared by the above .nar:ted Testa-
tor, JESSE q. SllWSON, as and for his Last Will and Testareent, in the
presence of us, who at his request, in his presbnce and in the presence, of
each other have hereunto subscribed our na':lCS as \-ll tncsses •
. ! './-z· ~..L / _;;q-c~--·~ :_'--<_..'-., L-.-Y-t,y .· ~-. .,.,_,
_ofi7.: t·rc ..;--~ L.. ... ~ A /-xt<--:.;
Address 7 · ./
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Address
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80772-3
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, P~NNSYL:VANIA
ORPHANS' COURT DIVISION
ESTATE: OF
JESSE G. SIMPSON
)
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)
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NO. 63-69-438
DECEASED
AFFIDAVIT OF MAILING
Gary C .. Goodlin, Assistant Vice President of Pittsburgh
National Bank, executor of the estate of Jesse G. Simpson, de-
ceased, being duly sworn, deposes and says that;
Notice of the filing of the Second and Final Account of
Pittsburgh National Bank, executor, was given to all parties in
interest by regular mailing on January 6, 1978. A copy of the
said account was furnished to them with the notice. Notice of
the call for audit for -said account was given to each of the
parties in interest by regular mail on February 24, 1978.
Said notice was sent to the last known address of each
of the parties in interest and none of the said mailings have
been returned as undeliverable.
Sworn to and subscribed before me
thisJ:liC day of May 1978.
-f:f}jll4rQ, NOTARY PUBLIC
'SBURGH, ALLEGHENY COUNTY
MY COMMISSION EXPIRES JUNf 7, 1980
Member, Pennsylvania Association of Notaries
J
~----------~~-----------------------------------------------------------------------------
Form RCC-33 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT DECEDENT COUNTY OF ...... Washingt.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 and Estate Tax Act of 1961.)
..... ~~.;;; .. :;.:~.;;;;.;;; .. ~:~ATE OF········· .... ·············}::::UA;;: OF (State full name of decedent)
Washington ~~ Late of .................................... . . . .... . . . ..... . . . . . . .. . . . . . ......... . .. ... . . . ... County
State of ......... P..§!.m:l..~Yl.Y~.r.:l.~.~····················································}
. ss:
County of Washington ....................... : .................................... _.
I, Cha:r..+~.f>. ...... ~ ......... ~~+.<?.~., ....... Af>..9:J.~~~D..t. ..... Y.;b9..§!.; ... l.'.:r.§!.~.:L4.~.nt, ..... P.Jtt..~:9.1J.:r.gh .... N.~t.:t..9.A~.l Ba~tor
Allliiiiilfiiifi of the estate ot the above-named decedent being duly sworn, depose and say
Decedent died ............ 1\~r~~~~· .. ci;;;~ .. • 19(~)···•{ :=~~eaving a last will, copy of which is hereto attached. }
· Name and address of attorney or}
other authorized representative to ··
whom all correspondence should be
mailed.
P:Ltt~:91J:r.gh National Bank ................. ................ ......... . .................. .. ..
... ~ ... sou~l1 ... IY1a.~I1 Stz:~e."t, Wa.~hJI1g"t()I1,. Pa ....... J539+
That as such ........ E.~.~.Q.1Jt..9r. ............... deponent is familiar with the affairs of said estate and the property con-
< J•:x.,cu tor~illtad:tzrl
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 f0llowing :-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
First National Bank of Charleroi
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
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 Sc.hedu/e A attached hereto and made part hereof sets forth full v and in detail all the
real property in the Commonwealth of Pennsylvania. of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon e~h 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 time of death; an 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
a!ly other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death,.,
in all other 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 subdiv.ision 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, ~arriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated
market value thereof; all bonds and mortga.e:es held by decedent and of all claims due and owing decedent
at the time 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, g.iving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets fort~ briefly the reasons for such depreciation as to each item; all moneys payable
to the estate from life insurance polic1es 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.
,----------------------------------------
1
..
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 m'a,y 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,
lfhe ·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, 1~ithin· 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 deceqent, the proportionate share receivBd 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 co~y
of the deed, trust agreement or other instrument creating the trust. Thero~ 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 jointly, 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 the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship O\ 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
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 anrl unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those a~lowed 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.
Pittsburgh National Bank
Subscribed and sworn to before me this ............................... .. ~# /J ~~ JJ Assistant J?.~ ......... : .. " ..... ~.c.e .... J?..r.e.s-:id:nt (Executor-Admi~)
......... ? ..... ~.<?.~~-h ..... M.~~n ..... St..r..~.~-t. ........................................... ..
(Street Number)
......... -~-----······ . . . day of , ]{~ ................. 19 . .2!2 .. . ~~
... :v!.~~-~-~_I!.g_~.Q~.J ...... P..~.~ .......... l53.Ql .............................. .
(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" a~e attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
'RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURE~U OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement c1f mortgage encumbrances upon each IParcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together wl th
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; if a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
Lot 71.44 x 100 x 72.52 in the rear,
Birch Avenue, having erected thereon a
2-story frame dwelling on Birch Avenue,
Fallowfield Township, Washington County,Pa.
Lot 40 x 100 Birch Avenue, havings erected
thereon a 2-story frame dwelling on Birch
A venue, Fallowfield Township, · 1-vashington
County, Pa.
Lot 42 x 100 known as Lot #22, between
Route 88 and Birch Avenue, Fallowfi•eld
Township, Washington county, Pa.
(1) \
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
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.
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
2, Boo • oo of_. f o o -cv
6oo~.oo
100.00 /OO od
3,500.00
RCC-35 . ·'
COMMONWEAL1H 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 ln anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MAR.KEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
40 Shares Dashew Business Machines Inc.,
Common @ 4-1/2
Indebtedness of Daniel R. and Doris A.
Wright in the face amount of $12,475.00
pursuant to terms of Collateral
Installment Sales Agreement due with 6%
Interest on Deamnd,;r
Interest 3/10/69 to 4/2/69
Land contract to Jas. A. Woodson, Jr.
et ux to purchase Real Estate, situate
118 Scalabrini Avenue Washington
Township, Fayette County, Pa.
Land Contract to Claude Richardson, et ux
to purchase Real Estate Situate 502
Market Street, Washington County, Pa.
Land Contract to Thomas Shorter, et ux to
Purchase Real Estate .situate lot A Block
1 plan of Wilson Heights, Fallowfield
Township, Washington Gounty, Pa.
Pittsburgh National Bank, Charleroi
Office Savings Account. #15239
180.00
10,905.93
39.99
12,629.1.4
4,819.57
2,745.87
12,464.26
/fo. oO
ql, J /s-: tf ?,
I~ y'ts/ ~ t,
First National Bank of Charleroi
Savings Account No. 852 -
Western Pennsylvania National Bank, Belle
Veron Office Savings Account #10764
Charleroi Federal Savings & Loan Associa-
tion Savings Account No. 3468
1960 Thunderbird Coupe
(as per appraisal on file with Executor)
Bell Telephone Company
Refund on account of Final Bill
Judgment Note dated November 20, 1961 of
Thomas Conti and due 11/20/63
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
11,440.05
10,422.97
12,078.82
300.00
2.45
1.00
X X
II, ~~6. 6S l
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RC'c-36
CO\mON'\"2,\LTH OF PENNSYLVANIA_
TlUNSFER INHERITANCE TAX·
~SSIDENT DECEDENT
SCHEDULE "C"
• TIUN:SFEilS
(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 dea.th. (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) N 0
(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) NO
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime niake any transfer without receiving a val_u_a_b_l_e __ a_n_d_a-dequate 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 te income from the property transferred?
(Answer yes or no) N 0
(b) The right to designate the persons wfm shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no):-----------
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others------------------------------------------------------------------------~------------(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) NO
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) __________ __
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based,
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" colunm on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
RCG-38
CQMMONWEi\L'TH 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 date of acquisition, and the name, address and relationsfuip (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name~~ Unit percentage Est,ate
Address and Relationship of Co-Owners, and Place ~ Value Share Valuation
of Record of Instrument, where Real Estate. !
Lot 144.25 x 2L7.15 x 354.ee x 2 1 or
Approximately 1.89 Acres on Route 88,
having erected thereon a 1-story
concrete block Service Station on
'llRoute 88 Fallowfield Township4 Washington County, Pa. ,000.00 ~
(owned by the Entireties with
Violetta D. Simpson, wife)
150 Acres of Vacant Land, Jefferson
Township, Fayette County, Pa.
1, 500.00 (
(owned by the entireties with
Violetta D. Simpson, wife)
Lot 203.5 x 214.5 or 1 Acre on Route
88, having erected thereon a 2-story
frame dwelling with a 1-story
addition on Route 88, Fallowfield
Township, Washington County, Pa. .
5, 500.00 V'
(owned by the Entireties with
Violetta D. Simpson, wife)
50 Shares Custer Channel Wing Corp.,
Class B @ 2-1/4 112.50
24 Sha.res Oneda Corp .t; ;;1Capital
@ No Value .,
4 Shares Ford Motor Company, Common
@ 50-11/16
202.75
(the above registered Jesse G.
Simpson and Callie R. Julye, friend)
60 Shares Ford Motor Co. , Co.mmon
@ 50-11/16
3,041.25 /
30~Shares G A F Corp., Common
@ 28-5/8
25 Shares Oneda Corp., Common
858.75 ~
No Value
1.25 Share Wise Industries Inc., Common
@ 4 5.00
(the above registered Jesse G.
Simpson or Violetta D. Simpson,wife)
50%
50%
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
56.25
101.38
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
St,;2S
/cJ I· .3 a
RCG-38
CCMMONWEAL'fH 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 date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name l Unit
Address and Relationship of Co-Owners, and Place Value
of Record of Instrument, where Real Estate. 1
Western Pennsylvania National Bank
Growth Account No. 003-9-80021
512.0C ,/
(registered Jesse G. Simpson or
Violetta D. Simpson, wife)
Fir,st Federal Savings & Loan Assn. of
Monessen Savings Account No. 20019
10,382.32 .,r
(registered Jesse G. Simpson or
Violetta D. Simpson, wife)
Mellon National Bank & Trust Company
Charleroi Special Passbook Account
No. o64-soo029 690.00""
(registered Jesse G. Simpson or
Violetta Simpson, wife)
Savings Account No. 64-14874 12,957.87 ""
(registered Jesse H. Simpson or
Violetta Simpson, wife)
Checking Account No. 213-5743 262.13 r
(registered Jesse H. Simpson or
Violetta Simps.on, wife)
Thomas Consumer Discount Company
Investment Certificate No. 276 200.00 v
(registered Jesse G. Simpson and
Violette D. Simpson, wife)
Miscellaneous Old Coins 130.05 ~
(as per Appraisal on file with
Executor)
(jointly owned with Violette D.
Simpson, wife)
Savings Account's at Charleroi
Savings and Loan Association,
registered as follows:
#15669 -Jesse G. Simpson, Trustee
for Jesse G. Johnson 2,120.09
#16205 -Jesse G. Simpson, Trustee
for Janet Marie Johnson
1,174.74
#16206 -Jesse G. Simpson, Trustee
for Elizabeth Ann Johnson
1,127.04
percentage Estate
Share Valuation
100% 2,120. 09
100% 1,1 74.74
100% 1,127. 04
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
-RCG-38
CCMMo.NWEAL'rH 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 date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Descrip.tion of Property, Date of Acquisition, Name l Unit
Address and Relationship of Co-Owners, and Place Value
of Record of Instrument, where Real Estate. !
X
#16207 -Jesse G. Simpson, Trustee
for James Edward Johnson
1,127. olJ
#16208 -Jesse G. Simpson, Trustee
for Joanne Lynn Johnson "'
1,127.0,
-Jesse G. Simpson, or Callie -•·
R. Julye 5,336.5,
Undivided One-Half Interest in 7.515
Acres in Allenport Borough (formerly
Allen Township) Washington County
(the other one-half undivided interest
owned by Callie R. Julye) being sold
Under Article of Agreement dated
March 24, 1964, to Paul J. Marek and
Harriet G. Marek at a consideration
of $8,000.00 -·
' Balance at date of death $6,722.19
Value of Undivided One-half Interest
3,361.1(
(owned Jointly by decedent and
Violetta D. Simpson, wife)
Article of Agreement with Ideal
Stephens dated December 11, 1967 for
sale of Lot No. 37 in Ellinora W.
Patterson Plan, on the Easterly side
of Birch Avenue, 4o feet and
extending back 107.52 feet in
Fallowfield Township, Washington
County, Pa. Original Amou-~'lt of
Agreement $3,605.24 3,429.2E
(owned jointly by decedent and
Violetta D. Simpson, wife)
Lot 35.20 x Average 128 West Main
Street, having erected thereon a 2-
story brick building with a 1-story
frame and sheet metal Addition in
rear known as 104 West Main Street
2nd Ward, Monongahela, Washington
County, Pa. 9,500.0C
(owned by the entireties with
, Violetta D. Simpson, wife)
percentage Estate
Share Valuation
100% 1,127. 04
100% 1, 127 . 04
50% 2, 668. 27
Insert this total opposite "Jointly Owned Property", Schedule "E"
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
in the "As Reported" column on the last page of this return. 9, 501. 851L.:..,_ ___ .....J
----
,.
' Rco.;37 ( 1'2:.6 3) ..
COMMONWEALTH· OF f'ENNSYYLANIA TRANSFER' INHERITANCE TAX
RESIDENT DECEDENT -~ '
-
SCHEDULE "D"
. ~ -~~· A~ e-.
BENEFICIARIES
--~· -
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other-are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NQ BIRTH
Violetta D. Simoson Wife ! Yes Legatee & Beneficiary
'RrYv Rn"":( TTnnP'Y' l'fi'V'na+C! --
North ~ha.rleroi .. :Pa. . .
Jesse .Tohrison • Tr Grandson Yes _Lega-tee
.Ta.net M .Johnson !Gr il.nddau,q:ht er Yes· T.e.Q'~t.ee
'R1i7.~hPi:h A .Johnson lr..'Y'~ nnd ~n.Q'ht.e'Y' YPs -'LeQ'a.t_p p
.Ta.mes F. .Johnson GrA-.ndson Yes T.e,q:~t.ee
.To Anne I .Tohsnon lr..'Y'~ndd~ll.Q:hter Yes I I.e,q:at.PP
c/o Pittsburgh National
Bank -
414 Wood Street
Pittsburgh. Pa. 1'3222
Pi t.t.shnr,q:h Na.t.ionl=l.1 "RI=l.nk
Trustee under the Will I
Paragraph Fourth Trust fOI
Mrs. Callie R .Tul ve Friend
Callie R. Julve Friend Yes Beneficiarv Under T~ustl
'R n :11:1
"Relle Vernon 'Pa.
.Tessie Geor,q:e .Tohnson son Yes Residuarv T.e.Q:a.tee
14~~ 'Perrell T.a.ne '
Bowie. Marvland
carol Ann ShePov (Saunders) None· Yes 1 Residuarv T ega tee
17 Wood Place i
New Rochelle New York
Deponent fUrther says that all the above-named benericiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Violetta D. Sim son October 24 harleroi a.
Will
Administration ~ No. Year ........... .
DO THE
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of
Commom\'ealth of Pennsylvania
REPORT AND APPRAISAL
(Executor-Administrator
must complete "As
Reported" column #1.)
0 ..., '"d ::0 .... .... (1) (1) 0 II>· .... e. "' :;, "' "' "' 0
·~
....., ::l '"d (1) e:.. .... .... "' 0 >< '"d '0 II> (1)
0'" .... ....
~ 0 ~ '0
trl (1) ....
"' ~ ..... '< II> ..... (1)
en c ~ ~ > !:l:l w en en >-<
(") (") ::r' ?" ?"
·n-~ ~ :: :: ---
'* '* -oo '* '* '*
......... > "' !:l:l........_ (1)· ";:) ...... o-.... ..... (1)
::::.... ---
..
---oo '* --..-... > :r.
0 ~ ......... (";: 1'-:l .... .__ 2. ::l
~ ! ~ r. ::::.... ---II .. •
(
h
' · Roo.;$7 (1'2'·63) ...
COMMONWEALTH· OF l"ENNS\'YLANIA
TRANSFER' INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other
wise, in estate)
Sandy Ray Jones
'R n :11:1
Belle Vernon. Pa~
'Ron.t~.ld n r.hP..t~.th::tm
R. D. #1
Charleroi. Pa.
' Jamie R. Cheatham
R. D. :1/:l
_Charleroi 2 Pa.
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or
illegitimate children DECEDENT
are: involved, set STATE YES
forth this fact.) OR NO
None Yes
None VP.P.
None Yes
DATE INTEREST OF
OF BENEFICIARY
BIRTH IN ESTATE
Residuarv Legatee
__Re_s_idn.t~l"V T.P.o'.tlt.PP
I Residuarv Legatee
I
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
--··-· ...
-.
.. _
..
Will
Administration t No. 1:3$ Year .... ?.1
D< THE
.\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Jesse G .. Simps.on
Deceased
Late of . . North Charl.er<:>;i., ..
County of W<3.-sb:i.ngtc>:n
Commonwealth of Pennsylvania
R~9»roAND :i.,p~~~1AL
(/l ;C) (':~ =-~ _,, :.-. --; =-~: --(/) : . .,....Ja
~-
~~~ ~ 13 -< r:rJ ~c~-·-"~__,~--434=' ~jl ~ ~~
C"') ¥'' ;._c.
::) ::: ;.:+:;J
r-...... '"'0 r-o :t.> (:')
C'l
:_';':''--i':
·.:: .. ;;
·--t.:(:3; ·-
' ·.= .. _';_--.of{. l~._,.,.,...._""''f -~ .........
1,'to-=.,.,.# -.::··_._: __
~
-----· .. '·,
(Executor-Administrator
must complete "As
Reported" column #1.)
~ ....., '"d ::::0 .... (t) (t)
0 :c.., llo> .... e:.. "' "' :o ~ 0 "' ....., ·1-'· (ti' ~ '"d :::s .... e:.. ....
'llo> 0
X •c+ "' '"d '0 llo> ....... (t) o-.... ....
Cb ~ 0 ~ '0
trl •o (t) ....
"' ..... ..... ::;:: '< llo> ::s ..... (t) •ro •o.
iO ·~ :o ~ •ro ·~ •c+ ~
Cll c ~ ~ >
~...:-.... ...:-...-. ::::0 >-<: {nw Cll Cll () () :0 ::T' ?"' ?"' :!:) •• :txj q ~ ~ --
«>«> ~ ofF.> -(F.> ofF.>
. :\0 .......
"" •o :UJ .......
:.
\..0
0
\0
~
\.n ·•o : ......
:•
<X>
\Jl
:~ .. ~
•<X>W . '-.:. ::::0---..
'O i...n .g 1-:wo ~-o.o ;;--. .. ,-.. :oo.::::: ··•~o
-fF.>-fF.>-0-fF.>~-fF.>
~.: . . . . \" ·~-· ·~ .1:\. ~~:
··.~·~ ·~ {
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. -. (';: . . c..
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REFER TO
NOTICE OF FILING OF APPRAISEMENT
PITTSBURGH NATIONAL BANK (WASHINGTON OFFICE)
(Executor X~·
JESSE G. SIMPSON
In Re: Estate of------------~------------------~~~
WASHINGTON · _______________________________ Cdunty-File No. 63-69-438
You are here by notified that the _o.:....:r-=i:.JOg:~.:i:;;:n:::.:a::.l;:-.........,,.,..,...-----------
appraisement in the estate of Jesse G. Simpson
has been filed in the office of the Register of Wills qf t•la sbj ogtoR
County on July 1 0, , 19.2.0.. Said appraisement reflects.· the
following valuations:
Real Estate ----'----,.,.,...3r:-:'....,5 .... 0...,.0""' • ....,0~0..-------
Personal Property __ 7_8~,_0_3_o __ ._o_5 ______ __
JT. HELD PERS ·~.------------~g....,..f~!_::_S~g:;t~: =-=~~a~====
As to such tax that is paid within three months.from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the rate
of six ( 6%) percent per an.num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ___ J_u_l~y~l~O~,~l~9~7~0~--------Signed
Title
DATE OF DEATH: 4-·2-69
Note: This is not a bill.
J
FiG C-39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of SIMPSON, JESSE G. DATE OF DEATH 4-2-69 FILE NO. 63-69-438
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: _0_7_-_1_0_-_7_0 _____ _
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 lby 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
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities................... $---------+---
ESTATE TAX ASSESSMENTS $ _____ .,~_____
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
$ ______________ ~---
$ ______________ ~----
$--------------~---$ ______________ ~---
$ ______________ ~_
VALUE AS REAPPRAISED
$ ______________ +-_
TOTAL TAX $---------------'-----
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $======9F===
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 $ _______ ---J'----
BALANCE DUE $----------~----
Add interest at rate of 6% from
----------~10----------$-------~----
TOTAL TAX BALANCE $ -------+--
PAID $ ---------~---
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration t 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
I
I
I
I
Fonn RCC-2 . DATE .......... ~--~~.t ..... ~~ .. '. ....... ~.~.?. .. ~ ....... .
DEPARTMENT OF REVENUE
~ WASHINGTON
BUREAU OF COUNTY COLLECTIONS
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUNTY ........................................................................... . ·-HARRISBURG. PENNA. 1 7 1 27 FII!E NO. ···'·-··········6. .. 3 .. ::::.6 .. 9.::::.4.3.8 ................................... . ..
Whereas, ........... J.E..S..S..E ..... C. ..•...... S..IMP.S..O.N ........................................................................ late of ................. N. ........ CHARLERO.I ........................... : ............. .
in the County of ............................ ~~-~~.!.~9:~.9..~ ............................................................. Commonwealth of Pennsylvania, having died on
the ............................................. ~?..~ .................................. day of ........................ A.P.~.~J:: ................................ 19 .. 2.~ ... seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................ JY. .. ~ ..... .R .. ~ ...... 9.JM:~X. ...................................................... , 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.
Appraisement Description of Asset Unit
Val yes Made for Inheritance
Tax Purpous
$
REALTY:
As ner Schedule nAu at:t:ar.hed 1 500 00
PERS. . .
As ner Schedule "'B" .::~. r. r.::~ r. h P.n '7Q (\"1(\ Inc:
'
JT. HELD PERS
As per Schedule "E" attached Q 1:\()1 I J:< c;
7
TOr AI ~~ ~ ·~ 1~,.. :::7-L,v..:>.L I ::tV
form~;·!;:~hbl:: :::h~w~a~~~~:; 0~·~~~~~·~ .. ~ppraiseme~s'~~
pratser
.......... . . . . ~ ·-~~ (N~;;;2d· St:;et~2~. ; ............. ············· ................................ -.-................... .....-. ·············~p···'-· ....................... , Penna. (Post Office
·-
I
'
I
I
I
I I
"
WASHINGTON Cou11ty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
N. CHARLEROI
Date of Death, .............................. Ap.r.i.l .... .2 .. , ..... .1.969
Appraisemel!t Docket Vol., ................ ~.!. ........................... .
208-4 63-69-438
Page, No.
Filed in Register's Office, ..... I':l:~Y.. .... !.9. .. J9 ... .?.9
Amount of tax due $ J ····•····•···········••·•················•···•···•••·•·••··•••••·••••
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
!'
.,
'·' .)
~4
..
Foi·m RCC-33
S U P P L E M E N T A L
COMMONWfA[TR" OF-P'ENNffi VANIA
DEPARTMENT OF REVENUE
I
BUREAU OF COUNTY COLLECTIONS
J
-WASHINGTON RESIDENT DECEDENT COUNTY OF ........••.................••..••.. ················ ··········•······················
IMPORTANT: This· return must be completed in detail and filed in duplicate, with will attached, with the·
Register of Wills_ of the County where dec~dent resided; Return is due within one year after
date of death, unless ~n extension is granted by the Secretary of Revenue. (Section 703 of
the Inheritance and Estate rax Act of 1961.)
=~:.~_S:~=~~~~~~~~~:;~~ OF ___ =:}~
Pennsylvania -:.: .: ;;_~~~~~~;~~ : ~:-_~J"' I, Charles E. Enlow . . , Assistant
Vice President, Pittsburgh National Bank Eseeutor
of the estate of the above-,named decedent being duly sworn, depose and say
(Month)
................ ····-···'--2 ...• 19:6.9 ........ .J testate leaving a last will, copy of which is hereto attached. }
(!lay) (Y~ar) l · Decedent died ... APri..l.
Pittsburgh National Bank
' other authorized representative to ......
Name and address of attorney or} ... ·······································~····· ................................. .
whom all correspondence should be . 6 South Main Street, Washington, Pa. 15301
mailed.
That as such ......................... Ex.e.c.u.tordeponent is familiar with the affairs of said estate and the property con-<Executor-~.X~
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or box~s are itemized lJI1der Schedules ___ of this
return, with the exception of the _.following, for the reasons hereinafter set forth:
That Sc.hedu!e A attached .hereto and .made part hereof sets f()rth full v and in detail all the
real property in the Collll1lonweal th of Pennsylvania of which decedent died having an interest therein. It
also sets for.th the mortgage encumbrance:s upon each p-arcel of real property at the date of death, giving
the amount still due a-t 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 ti~e 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 deppsit,. savings banks, trust companies, or other institutions, whether individually, or in trust for
any ~ther person or persons giving also, separately the accrued interest thereon, if any, down to the last
interest day P.rior to decedent's death. i-n the case of savings banks, and to the date of decedent's death
in all othe_r cases; all bbnds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United St~tes 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 fo-reign c~untry, which a~~. riwn~d at the time of death; all wearing apparel, j e~elry, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortga~tes 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 whatsoeve_r nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable
to the estate from life insurance polictes carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedient; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon. to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death, with the market
value thereof at such time.
In the case of securities of close or 'family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and 'in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together w:l,_th the fair market ·y_alue
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached heret~ a~d m;de ·part hereof sets forth a true ans;er to each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within fwo~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 s~he~-gle sets f~r:th the nat~r·e,~~d value of such property, t!) whom transferred, the
relationship of the transferees to the decedent, 'the. proportionate share received l:Jy each transferee and
all other facts of a pertinent nature r~g~rdi~g-~~id transfe~s. 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 co~y
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 pa~ses' at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly~ by the 'will, deed, or other instrument of another,
with a copy of: th!'! ·instrument creating s~ch power atfached 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:·l_le~th, the nature of their res-
pective interests, their relationship, if any, to the decedent, togetner 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 w.ill, 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.
f .
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,. including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate"; counsel fees and fudiciary' s
commissions paid or to be paid; cost expended fo·r burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued. 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, ~ommission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed' can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .. /~ ... ~ ....
-~~ ~/ ::::::-~~~:
fU~
PITTSBURGH NATIONAL BANK
.~.?:..~--~-~!=.!-~;::.~.:~gent
(Executor-~HIY6t~
6 South Main Street
(Street Number) Washington, Pennsylvania 15301
(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-partnershi.p 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)
• COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TR..ANSFE~ INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement of r.~ortgage encumbrances upon each parcel at deotn of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "~". Property b"ld by
the decedent as tenant in common with another or others, should .be identified as to quantum of interest and
the estimated value should be that of the decedent's intetrest only.
The real property located In the Commo!'lwealth of Pennsylvania should be
described by lot and block number, ~treet and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcef1 at death
of decedent. Taxes, assessments, acciued Interest on mortgages, etc.,are
to be listed on Schedule" F" and must not be deducted from this schedule.
Lot 40 feet x average 107 feet known as
Lot 4 Block 9 Bowman Street, Fallowfield
Township, Washington County, Pa.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Insert this total opposite "real property", Schedule 11A" i111 the X X X X X
11 As Reported" column on the last page of this return.
(2)
ESTIMATED
MARKET VALUE
({}ffha
$75.00
$75.00
(3) I
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
RCt":-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 :f':l!duciary 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 MARKET VALUE (Do not write in
this space)
SEE ORIGINAL
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column un the last page of this return.
RCC-36
\OMMONWEALTH OF PENNSYLVANIA
•'TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANS FEllS
(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) ________ _
(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)-----
(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 1 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) _________ _
(a) Was there any possibility that the vroperty transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) ____ _
(b) What was the transferee's age at time. of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e-an-d-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) --------
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no} ________ _
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _____________________________________________________________________________ __
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no)------
(8) Did decedent, at any time, transfev 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) _____ _
(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 alt date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. S'ubmit 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
SEE ORIGINAL
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
..
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl.'CTIOKS: 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 date of acquisition, and the name, address and relationship (if any} of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name!
Address and Relationship of Co-Owners, and Place l
of Record of Instrument, where Real Estate. 1
SEE ORIGINAL
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Dece(ient' s
Interest
------------------------------------------------------L-----~------------L-~--------r--------------4------------~ Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
h
~
··RcC-37 (12-63)
COI\11\lON\\"EAL TH OF PENNSYYLANIA
TRAN~~ER I~I-!_ERITANCE TAX
RESI't>ENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other-
wise, in estate)
... ~.. ..... __ ...,,.,, ...... ... """'" '"' .. " ... "' ... .,....,. ....
•
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
L
Will
Administration t No.
IS THE
Year ............ ·······
~lA TIER OF THE APPRAISEMENT
OF THE
ESTATE OF
.. JESSE G_. _SIMPSON ·----··-
Dec.eased
Late of __ 1:--JOJi.':[':Ef CHARLEROI
County of WASHINGTON
Commonwealth of Pennsylvania
S U P P L E M E N T A~L
REPORT AND APPRAISAL
(Executor-Administrator
must complete "As
Reported" column #1.)
0 '"! 0 "' "' ....,
~
Slo> r:::r ~
trl "' .-+
Slo> .-+ (b
...., "'d :::0
'"! (b (b
Slo> '"! Slo>
:::1 "' -"' 0 ..... :::1 "'d (b Slo> .., .., -0
"' '0 "'d (b .., '"! .g ~
!:!1 ~
en c: ~ ~ > :::0 W en oo >-<:
?"" ?-?-
0 t:ri > : : :
-Ee-Ee-(1.)-0-Ee-Ee
~
U1 ·-0 0
> "' :....J:::t' ·~ (b-~· '0-~ 0 ... _
0~ 0~
.00.00-(1.)-0-Ee-Ee
·~· ~i\.
. ' '. . ~.
• 1:1._.
> "' ~tj ·~ (t-. .-+ • •. (t ~ ·~ 3~ . () ::;·
r. c..
•
.... ~-
••
-!
RCC-81 (2-64)
COMMONWEALTH OF .PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITA!NCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
PITTSBURGH NATIONAL BANK
IN YOUR REPLY PLEA8E
REF'IER TO
37-208-4
In Re : Estate of ---...J'LI-'IeE:<.Si:!.S~el;l....;.JG..z.._, __,S..~.,J.u· m~ppS::uO:.l.D~-------
_____ W::.:..a:.:..s:.:h.::.::.in=-:.sgt!..:...=:on:.:._ _____ County -File No. 63-69-438
You are here by notified tha. t the --:::-ls"-lu~p~p~l.!.le"-'m..u.:e><.~nu.~tw..s.a .. J~-------
appraisement in the estate of Jesse G. Simpson
has been filed in the office of the Register of Wills of Washington
County on April 1 , 197l_. Said appraisement reflects the
following valuations:
Real Estate 75.00
Personal Property----------
Transfers ______ ~~~----~--
Total 75.00
As to such tax that is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the rate
of six (5%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ___ ~A~p~r~il~l~1~1~9~7~1 ______ _
DATE OF DEATH: April 2, 1969
Note: This is not a bill.
Signed
Title ALFRED TOSI, APPRAISER I
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Simpson
(Last Name)
Jesse
(First Name)
G.
(Initial)
DATE OF DEATH 4-2-69 FILE NO. 63-69-438
REPORT OF INHERI1I'ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ___ W_a_s_h_i_ng...:::._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 item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: ___ A_,'p_r_i_1_1:<._, _1_;9_;7_1 _____ _ OJ~ ~!U<J f.'/~ HERlTANCE TAX APPRAIER - '
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:---------------SUPPLEJvlENTAL REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ $ $ ____________ ~---7S JO '{') uu
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
75 )0
annuities................... $·--------4--
ESTATE TAX ASSESSMENTS $ _____ ..___
75 00
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on·$ 2% $ _______ 4---
Tax on$ 6~ $ ____________ ~----
Tax on$ 5% $ _________ 4---
Tax on $ ----------1--10% $ -----------~---
Tax on$ 15% $ __________ -4--~
~~pti~s •
Total Estate _______ -4---
TOTAL TAX $-----------L--
Less tax previously paid $=======IF==
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 $--~---1---
Estate tax paid $ _____ __, __
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $-------~---
Add interest at rate of 6% from
--------~0------$---------~~
TOTAL TAX BALANCE $ -----+--PAID $ _________ _L __ _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above •computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JESSE G. S ll-1PSON
Deceased
Late of .... . N•. CHARLEROI ...... .
County of . WASHllJGTON . ··········-··········
Commonwealth of Pennsylvania
REPO~T AND APPRAISAL
.,
•i
. ... ~...
~-~ ----- --
I Fonn RCC-2
I COMMONWEALTH OF PENNSYLVANIA DATE ........ ~p;r._;j,l ... .l, ..... 1.9:ll ......................................
I, DEPARTMENT OF REVENUE
I RESIDENT INHERITANCE TAX COUNTY Wash~ton BURftU OF ""COUNTY COLLECTIONS ...................................................... : .. / ..... .~.,. ............................• --APPRAISEMENT 63-69-438 HARRISBURG, PENNA. 17127 FILE NO • ...............................................................................................
Whereas, ................................... ~.~.$..§.~ ... G. .•.... $.:;!.mp§Q.P. ......................................................... late of ....................... N.!! ..... ~h~r.J.,.~r.e>.:i:-..............................................
I
in the County of .......................................... .Wa.shington ........................................................... Commonwealth of Pennsylvania, having died on
the ................................. ~.~ .. q.9.P.:4 ......................................... day of ................ ~P~~+. ............................................. 19 ... ~.9. .. , seized and possessed of an estate
I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ALFRED TOSI 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 Asset Values Made for Inheritance
SUPPLEI'ill'JT AL Tax Purpoaes
$
REALTY:
Lot L.O feet X average 107 feet lmown as Lot L. Block 9 Bowman Street.
I
Fallowfield To-vmship, Washington Cmmty, Pennsylvania. 75 po
total 75 po
'
I
'
fonn~~"!:fhb~: ::~:.w~ ~ ~:· ~~ oT-~".~Y.~~~~~~~2is~~t:
Appr ser
...... ............................................................................................................................................................
. (Number and Strtet)
........................................... 0.?..~························· Penna .
.
c· · ' !":" f) ~ f ' ~· ; .. ..J I'
, 7 I !lh' ~ 11 l.: ~ I; ' • • .. •
j". ~-: 0 , It J 46
RU:~s~·~-L rd:\RINO
f1 E G f 0 T l r; 0 F WILLS
W/iSill!·i:TON CO .. PA ..
Wq,s.bi:n.gt9:n County
t'
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
XX ... J.es~~ .. 9:.!. .§:i.n.J.PS.c:>P. ............................... .
Deceased.
Late of
~.~ ... .C:h.a.::r.+.~:r.9.=h .............. ··········· ................... .
Date of Death, .................. 4-::?-::?..9. ............................................ .
Appraisemel!t Docket Vol 37 . . ., ······················································
Page, ... ?.9.?.-:4 ........................ No ..... 6.?.-69-438 ......................................
Filed in Register's 0 ffice, .... Ji:P.:r:.~~ ... ~ ........... 19 ... ?.~.
Amount of tax due $ J ····••···•··•··••··••·••····••·•••••·••··•···•·•·•••••••••••·••••••••
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal j1'om Appraisement,
Entered and charged, l'tt'
,
I
Form RC C·lO . , '""--· ... _ ~ ~FFICE OF TME
REGISTER OF WILLS
oF Washington couNTY
AND AGENT OF THE COMMONWEALTH
~3-C.f-'13i.
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS .ALLOWED IN .. . .....
THE SUM OF .. . . . ' ..... $ "' """"""""""""'
DATE APPROVED
Regloter of Wills, Age~!
ESTATE OF Jesse G. Simpson LATE oF .!N~o::.!r:..:t:.!h~C~h:!:a;:;;r~l::::.e=..r~o.:::i.__ ___________ _
December 9, 1970 ·1 1 1971 April 2 1969 DATE OF FILING APPRAISEMENT Aprl. • OATS: OF DEATH .....::!~:.::..-:...' ~.:...:...:,_ _______ _
J
DATE NO. OF NAMIL OF PAYEE REMARKS AMOUNT VOUCHii:lll
19 p9
May 8 Violetta D. Simpson Widow's Exemption 1 ()()() ()()
Apr 14 Russell Marino, Register Letters Testamentarf and Six Short Certifica es 1? ')()
17 Washington County Reports Advertising Letters 14 00
23 Russell Marino, Register Certified Conv nf TNi 11 12 50
May 6 Russell Marino, Register Two Short Certificates ? 00
11 'RU!':!':e11 Marino 'Register 'l'tJn ~hnrr r.Prf-;f';,..,r.," 2 00
15 Valley Independent Advertising Letters 10 75
23 John D Woodward Recorder Ahoto Copfei of Deeds and a ')() rt1.cle o ~greement
, July 7 Pittsburgh National Bank Photo Copy of Article of 1 06 A(>rePment
Aug
Sept
Nov
I
Dec
19
Feb
Mar
June
Aug
8/27/7
8/27/7
Appraising seven Parcels of Real 245 00 12 Pittsburgh National Bank Estate in Fallowfie1 d Twm
Appraising Real Estate in I
26 Pittsburgh National Bank Favette Countv 1<; ()()
Services in ascertaining and
l"iO loo 5 Callie R. Julye collecting assets of decedent.
20 Commonwealth of Pennsylvania Five Death Certificates 5 00
Appraising Real Estate in
1<; !nn 26 Pittsburgh National Bank Fallowfield Townshin
16 Federal Insurance Co. Penalty Bond in re-40 shares Dashew Business Machines Stock 1 q()
0 Appraising Real Estate in
1"i loo 18 Pittsburgh National Bank Borough of Donora
18 u.s. Stock Transfer Corp. Transfe~ Fee in ~~~~0 sha~es ·k Dashew usiness rae 1ine!': :rnr 3 00
20 Russell Marino, Register Two Short Certificates 2 00
Transfer Fee in re-40 shares 1 5 u.s. Stock Transfer Corp. Dashew Business Machines Stock
7 Russell Marino, Register Balance due on Letters Filing Inventorv and ll
30 George B. Stegenga ~~~~bursement \~o~~~~in re 4 0 :n-rnn; "'" n •<> 1.::
Appraising Real Estate in 25 Pittsburgh National Bank F; i 1 nT.Tfi P l ~ 'T'r.m 15
Cost of maintenance and preservat on of various nronerties
in Fallowfield Township pending ale thereof 2a1
-3/15 '71 George B. Stegenga Attorney's Fee 2.250
-3/15 71 James L. Bowman Attorney's Fee 2,250
COMMONWEALTH OF PENNSYLVANIA
SS: COUNTY OF ____________ }
I, ----------------------~-------HEREBY CERTIIFY, THAT. TO THE BE•T OF
MY I<NOWLI!DGE AND BELIEF, THI! FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF -------------------DECEASED, AS DEDUCTION$ FOR
INHERITANCE TAX PURPOSES.
---------------------(L. 5.)
SWORN AND SUBSCRIBED BEFORE ME THIS -----DA"l' 01" ----------------------------18 __ __
l?'l
00
00
00
11R
00
00
-
•
'" I -. ·~ '"" ~ . OFFICE OF THE STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIOr.IJ\ .. ALLOWED IN
THE SUM OF ........... •. $ fl. ~?~<~.f
C-1rf',11 REGISTER OF WILLS
DATE APPROVED .....•.•
~ OF----------COUNTY
AND AGENT OF THE COMMONWEALTH
ESTATE OF---------------L.ATE OF---------------------
DATE OF FILING APPRAISEMENT -----------DATE OF DEATH -----------------
DATE NO. OF NAME OF. PAYEE REMARKS AMOUNT
Mar
May
July
VOUCHEJt
19 71
15 Russell Marino, Register Filing Account 29
15 Pittsburgh National Bank Executor's Compensation 4.100
lll ,69
8 William R. Taylor Funeral Home Funeral Expense 1 273
Reimbursement for Purchase of 8 Violetta D. Simpson Burial Vault 429
9 Malcolm L. Morgan, Treasurer 1969 Personal Property Tax 84
21 Ben Cooper, Tax Collector 1969 Fallowfield Township 15 Road Tax
21 Ben Cooper,Tax Collector 1969 Charleroi Area School Tax on Fallowfield Twp. Properties 83
21 Malcolm L. Morgan, Treasurer 1969 County of Washin~ton Tax on Fallowfiela Township roperties ?6
12.410
~1-(!MJ.* ~-h-~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
1, Chas. E. Enlow, Asst. Vice Pres. of Pittsburgh National Bani< HEREBY CERTIFY:, THAT. TO THE BEaT OF
FUNERAL EXPENSES AND EXPENSES OP' MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS,
ADMINISTRATION SUBMITTED TO THE ESTATE OF Jesse G. Simpson DECEASED, AS DEDUCTION$ f'OR
INHERITANCE TAX PURPOSES.
DAY Cll" Assistant Vice President of
Pittsburgh National Bank
00
00
93
30
64
55
82
60
68
()e)
I
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