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Home My WebLink AboutOC1969-0523 - ESTATE OF VANKIRK~.2-~9-~--d<...3 l\ffi~autt (@f tExrrutnr ®r l\bmtntatratnr J §ttttr of 'ruusgluttttitt l <!rouulg of "IJi"ghat S ss: Allegneny Notary PublicPersonallybeforeme,the undersigned authority,a _in and for said County and State,appeared M.~x:y k~M~*_t.?;_who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of ~9:.~y ~.!...Y9:D_~~.~k._.._deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of M.~~.Y...~..•....v..gJ),...Ki.r..ls,.., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal 'estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executoori~. Swam and subscribed before me this ..~../l.ci.}~rtt ..tJ '-JrJ.-+- d czt£·..~1970 ,,,,,,'.".....17...a~~..~..I/"'L~1 .ay a ···':'·,····,·;..,······'0';~T "I",.r."~,,~,,,xecutor-·<-.L (1.~,.'.,............·....·....·N..f~;.."'p·"hi...."·"·"..,r:.."i'C..vi','·j:":;i''J..'..,''."~~~~.'tII,:I.15,1971 o y u ~c ~D!>ITiON*'u~'INS'iPRt¥eJlFf0NS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental iIiventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax R·eturn. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ..... I 3Juurutl1rg ttUb i\pprttisrmrut .of the goods and chattels,rights and credits which were oj .,~~.:~:y.,.I.,~.:"V~n,..K;i,.x,~,..,',.,,late of ~.9..~..,;r,9.~~.~p..r.J:v..~.,MQ.M].;l.r..r..gy.,.. Washington County,Pa.,taken and made in confor'mity with the above affidavit. DOLLARS STOCKS: CENTS 25 408 200 107 170 200 100 400 200 100 210 300 50 10 50 100 100 221 313 36 63 200 shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. shs. American Standard $4.75 Convertible Preferred, Series A,at 119.50 American Telephone &Telegraph Co.at 52.6875 Atlantic Richfield at 105.875 Columbia Gas Co.,Inc.at 30.25 Dresser Industries $2.20 Convertible Preferred at 43.50 Duquesne Light Co.at 29.25 Equitable Gas Co.,at 36.75 G.C.Murphy Co.at 29.375 General Motors Corp.at 80.50 General Motors Corp.,5%Preferred at 83.50 Accrued dividend payable May 1,1969 Gulf Oil Corp.at 44.8125 H.J.Heinz Company at 33.9375 Accrued dividend payable April 10,1969 International Telephone &Telegraph Co.,$5.50 Cumulative Preferred at 79.25 Koppers Company,$4.00 Preferred,at 64 Lerner Stores at 25.8125 Accrued dividend payable April 15,1969 McCrory Stores Corp.at 32.125 Mobil Oil Corp.at 62.4375 Pennsylvania Power &Light Co.at 31.0625 People's Union Bank of McKeesport at $70.00 Ritros Building Corp.at 277.77 Southern Bakeries at 6.625 Wellington Fund at 12.71 (Bid Price) 2,987 50 21,496 50 21,175 00 3,236 75 7,395 00 5,850 00 3,675.00 11,750 00 16,100 00 8,350 00 125 00 9,410 63 10,181 25 63 00 3,962 50 640 00 .1,290 63 7 50 3,212 50 6,243 75 6,864 81 21,910 00 9,999 72 417 38 2,542 00 BONDS: SUB-TOTAL STOCKS l78,886 42 $1000 U.S.Treasury 2 1/2%1964 -1969 at 99 10/32 Accrued Interest from December 15,1968 to April 4,1969 993 13 7 62 ~ Ii to ,. "... 0.+ " ~J •. ,... ~.j • In.ventory and Appraisement IN THE ESTATE OF .,.-:>·:-~/:(..).~:..~~.~x.~.~.Y.~?~~.~.~. '";"','.......,., ,J.....\t' r '. Filed··..·,19 .. Lester K.Wolf,Esq. Tener,Van Kirk,Wolf &Moore 1407 Oliver Bldg. Pittsburgh,Pa.15222 ~-5 ." $1000 $6000 $3500 $20,000 1 $100 1 $100 1 $100 1 $50 $5000 $3000 u.s.Treasury 2 1/2%1967 -1972 at 895/32 Accrued Interest from December 15,1968 to April 4,1969u.s.Treasury 4%dated 10/1/57,due 10/1/69 at 98.21718 Accrued Interest from April 1,1969 to April 4,1969 u.s.Treasury 2 1/2%1966 -1971~(March)at 94.425 Accrued Interest from March 15,1969 to April 4,1969u.s.Treasury 4 1/8%1989 -1994 (Registered) at 74.5625 Accrued Interest from 11/15/68 to 4/4/69u.s.Series E issued December 1944 u.s.Series E Bond issued February,1944u.s.Series E Bond issued May,1945u.s.Series E Bond issued December,1960 Peters Township School Building Revenue Bonds, 3.6%,Series of 1963,due 5/1/78 at 69 Accrued Interest from November 1,1968 to April 4,1969 City of Birmingham Alabama Highway Improvements Bonds 3.40%,Series of April 1,1954,due 4/1/79 at 68 Accrued Interest from April 1,1969 to April 4, 1969 First Mortgage 5%Bonds of Howes Leather Company, Inc.(61dCo1ony Trust Co.,Boston,Massachusetts Sinking'Fund Trustee)Balances due after previous redemption payments: #62 #383 '- Accrued interest thereon,February 12,1969 to April 4,1969 SUB-TOTAL BONDS 891.56 7.62 5,893.'03 2.63 3,304.88 4.80 14,912.50 316.44 161.16 166.60 158.00 51.60 3,450.00 ,76.97 2,040.00 1.11 637,.71 212.57 , ,"6.08 33,296.01 BANK ACCOUNT: Savings Account #41,189 in Economy Savings and Loan As~ociation,Pittsburgh,Pa.15202 (pievious1y joint in name of decedent and J.R.Van Kirk,her husband,who died on January 24,1966) MISCELLANEOUS: Balance due on note of W.R.Mertz and Mary L.Mertz to decedent dated June,1967,Interest at 4 1/2% Accrued interest 1/1/69 to 4/4/69 1 Cadillac Auto,1963 Model,62 Series,4 door sedan,1 door crushed in,badly dented and badly rusted 1 Engagement ring 1 Wedding ring 1 Zenith Color television set (several years old) Furniture: 1 Refrigerator (old) 2 Hollywood Beds 1 overstuffed chair Dresser,chiffonier &dressing table SUB-TOTAL MISC. REAL ESTATE CONTINUED ON NEXT PAGE -2- 4,407.18 2,000.00 23.50 700.00 150.00 15.00 175.00 25.00 15.00 5.00 15.00 3,123.'50 ......,.,.. REAL ESTATE: Undivided one-half (1/2)right,title and interest in property in Peters Township,Washington County, Pennsylvania,being Lot No.20 in Deehaven Plan,Plan Book 8,Page 84,having erected thereon a split level brick dwelling known as 105 Jomat Drive.Deed Book Reference:D.B.1131,Page 496.This one-half (1/2) was formerly owned by James R.Van Kirk (died 1/24/66) and decedent as tenants by entireties. GRAND TOTAL -3"':' .$19,750.00 ·$239,463.11 •;~9-Ie>7-0-,j,3 38D Inventory and Appraisement IN THE ESTATE OF Mary L.Van Kirk Filed ,1969 " ~:-lJ'- ":t>rrJ :;:, (f)~~}C~:- -r G7';~/,; ~z ---~r -,~~~t ::~ <:>-~0--.~~;::o . ;0 ~~;-u;z.'~(;..,c:, .. -......-==...,.., r-r, ~:...:, :-'-..) ~'"i r·...., (::',) ep . ~- ./zi'~'7.'-"":~_.<~.~'--:.-":~l·-~ ..~~;:-~1 ;~._'"'"?.....__~ ~-,-~~\--~".<....~-..iP,;.,~,._.:.:t-.... •";J}; ~,.. ~T.......,~....;--::;tA Lester K.Wolf,Esq. Tener,Van Kirk,Wolf &Moore 1407 Oliver Bldg. Pittsburgh,Pa.l~~~ ;)()JtA --..9~~/~"'"~j?;~~::J:.1 1 ~ Dkf2 0 ~~)Z .EJ3 ~ • ·.~.~'':"""...'.'.'':.'...'.....,.-i.".I...;.~r'_,i.'•'J .---...-~ , ' I '.,".~~'..''o'J FIRST: LAST WILL AND TESTAMENT I direct that all my just debts and funeral expenses be paid by my executor hereinafter named as soon as same may be done after my decease. SECOND:I give,devise and bequeath all of my estate,real,personal and mixed,wheresoever situate,unto my husband,James R.Van Kirk,absolutely,to have and to hold unto himself,his heirs and assigns forever. ,i THIRD:I nomine.te,constitute and appoint my said ~:.,~.fhusband,James R.Van Kirk,executor of this my last Will and Te s ta.ment. FUURW:Should my husband,James R.Van Kirk"pre- decease'me,then and in that event I give,devise and bequeath my entire estate,ba the same real,personal or mixed,unto my daUghter,b~ry Lu Mertz,absolutely,to have and to hold.unto herself,her heirs and assigns forever;and in such event I appoint the said 1~ry Lu Mertz to be executrix of this my last Will and Testament. IN WITNESS 1lHEREOF I have hereunto 'set my hand and seal this '/day of April,A.D.1953.---~--- .,~, ..J I ,- :. f:>~3 t,d d No.§}::.~.~:.?~}..XHXIlI . I ESTATE OF \ MARY L.VAN KIRK, Deceased First and Final Account of MARY LU MERTZ, Executrix P.O.NalyCo.,LawBlankPublishers,415 GrantSt.,Pgh.19.Pa.. Balance Due $..?!.?,-:?Q~.•19...............................--... This account was trans~tted~nd Rres'E~Jre tBt Orphans'Court/ana~tnli}~eil'nisi atCommonpleasofWashingtonCounty, Pennsylvania . No•.......................•....of 19 . ~~.i L .~.,1~·r:rl,:'.:L':.t);Jr~.:f~'~9~ ,,"~IJ·'/~,_!~1I1$...•••..,........,..M•••••r.':r:.•.'J,>".,~:!k:1ftn8$S fn:l f;iD,l(i ~(..;~:' f cia OCVU/ii ?J'rd !:;,~,l'F::'!/:I(';,':/ri';:;J i?rJi,::;t,'"(::/r:,'~')I"~ ;?/tl,'(;U/,·:li P'·.:f.":~';~J':.}~:'~;}t;if;':::.•t.;"~',;- ~..19L/.....'r~I ~/V}/}""J-."~.,,>,:::)..1.'-''-fILw~_~ -..·r~;,';;:;;;-;~ii,:-·-.' [;(:(i(NJrned 0_1 t;'J,? 8ariot.X{b!.}S:~!/·t,.,:e ''In(1 f:~;J-~''-i.J l;1;~HL .:'~"<.,.(.'.til·;.....,/3 ~(/l')!:iIr!VI JJ~et.i ?L:fiO./::?-/- Ji:/il-;';;/Ji!!gtOrJ ():j:Jt;tf',~~..J. Moore t.o 15222 on591~..I..j 1.~.2.1 -__.._-- f)<""-Af1~.-,f...~. --fT1 ."•en 0 -::::::Clerk'oj OrphanS'Cour'~"c:;;&~~~'"~~~ ..;..-1 tTl .-- Fee $_..t:.~..i2-,-~:i •.f i::::j'r-(':"_ :-~<:-..~~~ F'I d -r:-."":::':>...J e _;:=:••••::.:..;••_;;u _••••••..:~...:.._••••~__ ~::;~.-....--:--.-""t);-•.~ Lester K.~dr-f,Esq.~ Tener,Van Kirk,Wo1~ 1407 Oliver B1dg~ Pittsburgh,Pa. '.I'-f'..' !.'CJII:0(I:III>0~ •,.I i\., \.I "- '.I ,-------- O';iginal-F'l'rst Sheet-Account-Revised 1969 Orphans·Court Division For Sale by P.O.Naly Co.,Law Blank'PUbllshers 425 Fourth Avenue,Pittsburgh,Pa.1,5219 WASHINGTON COUNTY IN THE COURT OF COMMON PLEAS OF ~~XR~KENYx~~MH~X,PENNSYLVANIA ORPHANS'COURT DIVISION No.63-69-523 Estate of MARY L.VAN KIRK,Deceased. FIRST AND FINAL ACCOUNT OF MARY LU MERTZ,EXECUTRIX October 27,1970 I S UMMARY I i SCHEDULE A I PRINCIPAL PERSONALTY- i I Receipts Page 3 $219,826.95 1/ , Amount transferred from Income- Personalty 8,425.42 •228,252 37 Disbursements Pages 3-6 35,500 18 t. 0 \ Balance 192~752 19 SCHEDULE B INCOME -PERSONALTY, Receipts Pages 7,8 9,581.28 ' Disbursements Page 9 1,155.86 II 8,425 42 y" Amount transferred to Income- Personalty to pay debts, expenses and taxes 8,425 42 , Balance 0 00 SCHEDULE C PRINCIPAL -REALTY Receipts Page 10 19,750 00 \I Disbursements Page 10 0 00 Balance 19,750 00 SCHEDULE D INCOME -REALTY Receipts Page 11 0 00 Disbursements Page 11 0 00 0 0"0 Net Balance $212,502 19 y I I -' I I I I -," - ~. Orphans"Oourt Account-Second Sheet Original For Sale by P.O.Naly <Xl.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.15219 Estate of MARY L.VAN KIRK,Deceased. THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Stocks 25 shs.American Standard,4.75 Conv. Preferred $2,987 50 408 shs.American Telephone &Telegraph Co.21,496 50 400 shs.G.C.Murphy Company 11,750 00 300 shs.H.J.Heinz Co.10,181 25 50 shs.Lerner Stores,Inc.1,290 63 734 shs.The Union National Bank of Pittsburgh 21,923 67 36 shs.Ritros Building Corp.9,999 72 63 shs.Southern Bakeries 417 38 $80,046 65 Bonds $3,000 $1000 $3,500 $5,000 3,450 00 891 56 3,304 88 10,514 538'28 09 2,040 00 U.S.Treasury,2 1/2%,1967-1972 U.S.Treasury,2 1/2%,1966-1971 Peters Township School Building Revenue Bonds,3.60%,Series of 1963,due 5/1/78 City of Birmingham,Alabama, Highway Improvement Bonds,3.40% Series of 4/1/54,due 4/1/79 Mortgage 5%Bonds of Howes Leather Co.,Inc.in process of redemption Bonds Nos.62 and 383,adjusted carrying value First Distributions made to sole legatee,Mary Lu Mertz (See Exhibit No.1,page 12)101,757 94 Cash 433 07 $192,752 19 INCOME -PERSONALTY Cash o 00 PRINCIPAL -REALTY Undivided one-half (1/2)right,title and interest in property in Peters Township,Washington County,Pennsylvania being Lot 20 in Deehaven Plan,Plan Book 8,page 84,having erected thereon a split level dwelling known as 105 Jomat Drive 19,750 00 INCOME -REALTY o 00 $212,502 19 -2- '----'---..!.l ---'"---~__,__ ~------------------------------------------ -<P. Orpbanll'Vourt Account-Second Shoot Original Estate of MARY L.VAN KIRK,Deceased. SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1970 Feb.2 Inventory Filed Exchange of Asset For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue.Pittsburgh,Pa.15219 $219,713 11 1970 Jan.2 313 shs.Peoples Union Bank of McKeesport Inventory value 21,910.00 for 733.6094 shs.The Union National Bank of Pittsburgh Carrying value 21,9lD.00 Asset purchased o 00 1970 Jan.6 .3906 share of The Union National Bank of Pittsburgh Carrying value Gain on Conversion of Assets 13.67 13.67 o 00 1969 Oct.1 Proceeds at maturity of $6,000.00 U.S.Treasury,4%,1967-1969 6,000.00 Inventory value 5,893.03 106 97 Dec.15 Proceeds at maturity of $1,000 U.S.Treasury,2 1/2%Bond, 1964-1969 Inventory value 1,000.00 993.13 6 87 Conversion of Asset without Gain or Loss 1969 Nov.13 Proceeds of redemption of $350 U.S.Series E Savings Bonds, principal Inventory value 537.36 537.36 o 00 1969 Aug.12 Partial liquidation of assets: Received on Bonds Nos.62 and 383 of Howes Leather Co.prin- cipal distributions of .,. Adjustment to Inventory value 22.19 22.19 o 00 113 84 $219,826 95 " 1970 Jan.16 1969 June 23 DISBURSEMENTS Family Allowance Mary Lu Mertz,daughter Administrative Expenses The Union National Bank (Crossroads Office) Safe Deposit Box rental -3- 10 00 1,000 00 Original-Second Sheet-Account-Revised 1969 Estate of MARY L.VAN KIRK,Deceased. For Sale by P.o.Naly Co.,Law Blank Publishers 425 Fourth Avenue.Pittsburgh,Pa.15219 1969 June 17 Mary Lu Mertz,Executrix,reimbursement for amount advanced: 5/14/69 to Register of Wills for 5 Short Certificates 5 00 1970 Oct.12 The Union National Bank (Crossroads Office) Safe Deposit Box rental 10 00 Oct.27 Tener,Van Kirk,Wolf &Moore,Attorneys, Reimbursements for expenses: 4/25/69 Register of Wills - Probate of Will, and 3 Short Certi- ficates $12.50 5/13/69 Washington County Reports -Advertising Letters Testamentary 14.00 5/14/69 Observer Publishing Co. Advertising Letters Testamentary 14.00 1/2/70 Notary Public -Affi- davit to Inventory 1.00 1/2/70 Notary Public -Affi- davit to Inheritance Tax Report 1.00 2/2/70 Register of Wills - Filing Inventory 7.00 2/2/70 Register of Wills - Additional cost of Letters 20.00 2/2/70 Register of Wills - 13 Short Certificates 13.00 2/2/70 Notary Public -Affi- davits on 14 Affidavits of Domicile 14.00 2/3/70 Registered mail charges 12.78 2/9/70 N.Y.State stock trans- fe~tax on transfer of Atlantic Richfield Co.5.00 2/9/70 N.Y.State stock trans- fer tax on transfer of Mobil Oil Corp.stock 2.50 2/10/70 N.Y.State stock trans- fer tax on transfer of International Telephone &Telegraph stock 1.25 -4- ------------------------------------- ,,'... Original-Second Sheet.Account-Revised 1969 Estate of MARY L.VAN KIRK,Deceased. 1970 For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.15219 5/5/70 2/12/70 N.Y.State stock trans- fer tax on transfer of McCrory Stores Corp. stock 2/18/70 N.Y.State stock trans- fer tax on transfer of General Motors Corp. $5 Pfd.stock and cornmon stock 2/18/70 N.Y.State stock trans- fer tax on transfer of Dresser Industries Conv.Pfd.stock 4/22/70 Register of Wills - 1 Short Certificate 5/7/70 Registered mail charges Notary Public -Affidavit on Affidavit of Domicile Oct.27 Notary Public,Affidavit to this Account 2.50 7.50 4.25 1.00 1.32 1.00 $135 60 1 00 27 Lester K.Wolf,Attorney's fee Register of Wills,filing this Account 4,500 00 34 00 4,695 60 50.00 1969 June 16 1969 Various dates from June 17 throug~ Nov.26 Preferred Debts Dr.Robert M.Laughlin,medical services to decedent Mary Lu Mertz,reimbursement to her for amounts paid as follows: 4/4/69 Virginia Johns, nursing services to decedent $ 15 00 4/9/69 Ruth Long,nursing services to decedent 450.00 1969 May 28 June 23 4/12/69 Helen Reynolds,for services as organist at funeral 15.00 4/12/69 Rev.R.Conway Kiebler, for conducting funeral services 50.00 4/28/69 L.Beinhauer &Sons, funeral expensesY,774.00 Other Debts Schneider's Dairy,decedent's final milk bill Malcolm M.Morgan,decedent's 1969 Personal Property tax -5- 2,339 00 2 51 18 13 2,354 00 L-_ Original-Second Sheet-Account-Revised 1969 Estate of MARY L.VAN KIRK,Deceased. For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.15219 1969 Dec.1 Mary Lu Mertz,reimbursement to her for debts of decedent paid by her, as follows: 4/4/69 Schneider's Dairy,milk bill of decedent $17.18 4/21/69 Internal Revenue Service Decedent's household employee Social Security tax 78.72 $95 90 1969 Dec.2 On account of Decedent's one-half (1/2)share of Washington County and Peters Township and school district taxes for 1969,unpaid as of date of death 159 00 1970 Oct.27 Balance of said one-half (1/2)share of taxes 402 25 $677 79 Other Taxes 1970 Jan.9 Russell Marino,agent for Commonwealth, payment on account of Pennsylvania Trans- fer Inheritance Tax,at face,at 6%3,500 00 July 3 Russell Marino,agent for Commonwealth,on account of Pennsylvania Transfer Inheri- tance Tax,at face,at 6% 6 u.s.Internal Revenue Service Federal Estate Tax on decedent's estate: By cash $360.29 By surrender of $20,000 U.S.Treasury 4 1/8%, 1989-1994 Bonds at par 20,000.00 Accrued interest thereon 116.58 20,476.87 Adjustment as below*5,204.08 *Adjustment: Difference between Par value of Bonds $20,000.00 Inventory value of Bonds 14,912.50 5,087.50 Accrued interest 116.58 $5,204.08 -6- 8,000 00 15 ,272 79 26 ,77 2 79 $35,500 18 " Original-Second Sheet-Account-Revised 1969 For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.15219 Estate of Dividends Mary L.Van Kirk,deceased. SCHEDULE B INCOME -PERSONALTY RECEIPTS 25 shs.American Standard 4.75 Convertible Preferred IlA Il 408 shs.American Telephone and Telegraph Co.,4/4/69 through 10/27/70 200 shs.Atlantic-Richfield Co.4/4/69 through 12/15/70 107 shs.Columbia Gas Co.,Inc.4/4/69 through 2/16/70 170 shs.Dresser Industries,2.20 Conver- tible Preferred,4/4/69 through 12/15/69 200 shs.Duquesne Light Co.,4/4/69 through 1/2/70 100 shs.Equitable Gas Co.,4/4/69 through 12/1/69 400 shs.G.C.M~rphy Co.,4/4/69 through 9/1/70 200 shs.General Motors Corp.,4/4/69 through 12/10/69 100 shs.General Motors Corp.,5%Preferred 8/1/69 through 2/2/70 210 shs.Gulf Oil Corporation,4/4/69 through 12/10/69 300 shs.H.J.Heinz Co.,4/4/69 through 10/10/70 50 shs.International Telephone &Telegrapr Co.,5.50 Cumulative Preferred, 4/4/69 through 2/28/70 10 shs.Koppers Co.,$4.00 Preferred, 4/4/69 through 1/2/70 50 shs.Lerner Stores,4/4/69 through 10/15/70 -7- 178 50 1,550 40 290 00 173 34 280 50 249 00 165 00 720 00 690 00 375 00 236 25 408 00 275 00 30 00' 45 PO ----------- Original-Second Sheet-Account -Revised 1969 For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.15219 Estate of MARY L.VAN KIRK,Deceased. 100 shs.McCrory Stores Corp.,4/4/69 through 12/18/69 $90 00 100 shs.Mobil Oil Corp.,4/4/69 through 12/10/69 170 00 221 shs.Pennsylvania Power &Light Co. 4/4/69 through 1/2/70 265 20 313 shs.People's Union Bank of McKeesport,4/4/69 through 1/2/70 469 50 734 shs.The Union National Bank of Pittsburgh,3/31/70 through 9/30/70 704 64 200 shs.Wellington Fund,4/4/69 through 3/31/70 170 00 $7,535 33 Interest -Bonds On $1,000 U.S.Treasury 2 1/2%,1964-1969 matured 12/15/69,4/4/69 through12/15/69 17 38 On $1,000 U.S.Treasury,2 1/2%,1967-1972, 4/4/69 through 6/15/70 29 88 On $6,000 U.S.Treasury,4%,1967-1969 (matured 10/1/69),4/4/69 through 10/1/69 117 37 On $3,500 U.S.Treasury,2 1/2%,1966-1971 (March),4/4/69 through 9/15/70 126 45 On $.20,,000 U.S.Treasury,4 1/8%,1989-1994, 4/4/69 through 7/6/70 (date of redemption to pay Federal Estate Tax)1,037 64 On $5,000 Peters Township School Building Revenue Bonds,3.60%,Series of 1963 4/4/69 through 5/1/70 193 03 On $3,000 City of Birmingham,Alabama Highway Improvement Bonds,3.40%,Series of 4/1/54,4/4/69 through 5/1/70 151 89 On First Mortgage,5%Bonds of Howes Leather Co.,in redemption,4/4/69 through 8/12/70 56 58 On Bank Account: Savings Account #41,189 in Economy Savings &Loan Association,Pittsburgh, Pa.15202,6/27/69 through 6/27/70 30229 $2,032 51 13441344II------+.-- On redemption of $350.00 U.S.Series E. Bonds,interest 1969 Nov.13 $9,581 28 -8- Original-Second Sheet·Account -Revised 1969 .~ For Sale by P.O.Naly Co.,Law Blank Publishers 425 Fourth Avenue.Pittsburgh,Pa.15219 1970 Estate of MARY L.VAN KIRK,Deceased. DISBURSEMENTS Apr.14 Internal Revenue Service, Income Tax on estate income 4/4/69 to 1/31/70 June 1 Malcolm M.Morgan,1970 estate Personal Property Tax -9- $1,121 17 34 69 $1,155 86 ".-, Orphans'<loun Account-Second Sheet For Sale by P.O.Naly C<>.,Law Blank PublishersOriginal425FourthAvenue.Pittsburgh.Pa.15219 I Estate of MARY L.VAN KIRK,Deceased. SCHEDULE C PRINCIPAL -REALTY RECEIPTS 1970 Feb.2 Inventory filed $19,750 00 DISBURSEMENTS None 0 00 -10- For Sale by P.O.Naly Co.•Law Blank PublishersOrphans'Court Account-Second Sheetoi'1rgma 425 Fourth Avenue.Pittsburgh,Pa.15219 Estate of MARY L.VAN KIRK,Deceased. SCHEDULE D INCOME -REALTY RECEIPTS I None 0 00 DISBURSEMENTS , None 0 00 J I -11- -_._- Orpha.nll'Court Account-Second Sheet Original Estate of MARY L.VAN KIRK,Deceased. EXHIBIT NO.1 For Sale by P.O.Naly 00.,Law Blank Publishers 425 Fourth Avenue,Pittsburgh,Pa.16219 1970 Feb.2 Distribution to sole legatee,Mary Lu Mertz, (Inventory Values) PRINCIPAL -PERSONALTY Stocks: 200 shs.Atlantic Richfield Co. 107 shs.Columbia Gas Corporation 170 shs.Dresser Industries,$2.20 Conv. Preferred 200 shs.Duquesne Light Co. 100 shs.Equitable Gas Co. 200 shs.General Motors Corp. 100 shs.General Motors Corp.,5%Preferred 210 shs.Gulf Oil Corporation 50 shs.International Telephone &Tele- graph Co.,$5.50 Cumulative Preferred 10 shs.Koppers Co.,$4.00 Preferred 100 shs.McCrory Stores.Corp. 100 shs.Mobil Oil Corp. 221 shs.Pennsylvania Power &Light Co. $21,175 00 3,236 75 7,395 00 5,850 00 3,675 00 16,100 00 8,350 00 9,410 63 3,962 50 640 00 3,212 50 6,243 75 6,864 81 April 20 200 shs.Wellington Fund,Inc. Other Assets: 2,542 00 $98,657 94 1970 Feb.2 Note of W.R.Mertz and Mary L.Mertz to decedent,dated June,1967,balance due Cadillac Auto,1963 model,62 Series Engagement Ring Wedding Ring Zenith Color television set Refrigerator 2 Hollywood beds 1 Overstuffed chair Dresser,Chiffonier and dressing table -12- 2,000 00 700 00 150 00 15 00 175 00 25 00 15 00 5 00 '15 00 3,100 00 $101,757 94 Affidavit of Accountant amI Bequest for Dlstribntion-To be'- n.tt.nchf'd to accounts for F..xecutors Bnd AdministratorsOriginal For Sale by Smith Bros.Co.Inc.,Printers and Publlsh(ll'll434-436 Boulevard of Allies,Pittsburgh,Pa.16219 AFFIDAVIT OF ACCOUNTANT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY }SS The above named Accountant being duly sworn according to law deposes and says that Letters ~T~e~s~t~am~e~n~t~a:r~yL___ were grantedto ~M;;.:a;:.:r:...y'--L=.;;;u~M;;...;;e;;.:;r;...t=..:z;;:.._.__ and advertised more than six months prior to the filing hereof; that the disbursements shown in the account have been made to the parties entitled thereto and that the account as stated is true and correct as ~s=..:h~e~verily believes. Sworn and subscribed before me this day of OctQber .30,19 "'In___-.;;,.~=..;;..;:;;........;;;.....;;;..,£.•...L.J.l-.. U,ROL J.ALLEN.NOTARY PV9L1G I TlSBURGH,ALLEGHEflY GOUNTY "1'(l ':ISSIIJN [)lPIPES 1.~A't 15.1971 r,:L:lillSr,1';..nn:;y~'J"n:&!\Osocb:ionofNotaries c 17Notary Publ:lc REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mary pG'Mertz,EX~X Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper'Advertising Act of 16 May,1929, P.L.1784,as amended. Commo-nwealth of Pennsylvania,County of Washington,SS:. Personally appeared before file,a Notary Public in and for said County Richard S.Cowan .and State,,who bemg duly s,worn according to law,deposes and says th1l;t he is the §.~.g.r~t9:~. of the Obsrerver Publishing Company,a Benns,ylvania corporation,and its agent in this behalf;that the said Company is,the owner and publisher of the Observer-Reporter,sucC'essor to The Washington Observer,established Sep't~mber 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and published and having its place of bus,inesrs at Washington,Washington County,Pennsyl- vania,where it or its prede'ces,sors have been established and publisrued cO'Thtinuous'ly for more than six months,prior to the publication of the notice hereto attached;thaJt the pr.inted notice or advertisement hefreto attached is a copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly a,s printed or published in the Obs1erver-Reporter in its regular editions on the following d,ate or dates;. ...................................MaY-l2."l9.and..26"l9.69.:'" that neither th!a affiant nor the Observer PUblishing Company is interesrtJed in the subject matter of said notice or advertising and that all of the aHega- ~~~n~~~~.this affidavit ~s...t.o...t.~~..~i~~ja~c.~ti.~~ Sworn to and W.26752 subscribed before me thiS..?9..._..da~M~Y 7?9..2 .?;!~4J'~~~;'~~ WASHiriCTON.WASHINGTON COUNTY MY Cor.iMISSION EXPIRES MAY 6.1972 Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or.demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••• • • • •• • •• • • • • •• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 178~Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE 01'PENNSYLVANIA (SS. ---------------- VANKIRK,MARY L.,Dec'd.; Late of 105 Jomat Dr.,Peters Town-ship,Washington County,McMurray,I Pa.15317Executrix:Mary Lu Mertz.105 Jomat ,Dr.,Peters Township,McMurray,Pa.I 15317 .Attorney:Lester K.Wolf,1407 Olt-ver Bldg.,pittsburgh,Pa.15222 ----~--------' 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,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ................Ma¥-_..15..,._..22:,._..2.9.~1.9.6.9 . '.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or ad:~g and that all of the allegations of this affidavit asJf1t#me;pI/;?and Ch(U of t~~0p're.true. t::J1£VLetd '--'./~~L/---/--------"'·""":::::::::::::::::::t ··· ····Edit~; Sworn to and bscribed before me this ~------_.__.--. ....z_9.~~y of...~Y.,196 9......_..-~~a . .fl tary Public Ki\TH~RINE C.YAHD,Notary Pu lie Washington,Washington .Co.,Pa. My Commission Expires November 1,1969 nf Qrnmmnu ®rp4uul1~ •J ~lt Qrnurt Jlrul1 nf lIu114iugfuu Qrnurt lllinil1tnu Qrnuuty In the matter of the Audit of Account in Est3lte of MARY L.VAN KIRK TO THE AUDITING JUDGE: N 63-69-5230.__---'::....:=.---':....::..----==:..=-=--_ Enter__...:ffi::.:y"'--,appearance for Mary Lu Mertz,Executrix of the above estate and for her individually ..L...L..J.--ll-,day of March 1 71 ,aI/vel"'"I!Jlc&,P,'rt-.s6C':jh,'rk../S'<~:z. N.B.-Counsel shall,by separate paper,present a concise statement of each .2:8 l-.s-5'80 claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that reg3lrd. No.,--= In re Audit of Account in Esta.te of MARY L.VAN KIRK AUDIT Jrarctpr fnr ,Appraraurr FOR Mary Lu Mertz,Executrix and individually ....--:~"I ! •.::;;~J ~- p"rn:::O (j)G)r::0- .J-~.-,--c:)c/),.~..~::0'---"-.~;-:~!._r ~a -...;.; 2c--.,_.. ("")..",..::::- 0 ....-:~'-- ::::::>0:::::<:: t.O :---~J ~-- 15222 rz-u I c'Lester K.?W6-J?f,Esq~re 1407 Oliver Bldg. Pittsburgh,Pa. 281-5580 ~2 Attorney PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of !':.1J.\BX..b.~V.~.RJ.\~RK _. Deceased N 63-69-5230 '____. Fiduciary..~~~X ~~~~.~~.~.~. Executrix Date of Date of Decedent's death ~P.f'.:!-.J:~.L)·.~.~.~__Grant of Le'tters :~P.:~::;i,·J ~.?.L ;I,..~.~.~__. This is the f.:t.:f~.t.~!!9...f..:h!!.~J:account filed in this estate If there have been former accounts filed in this estate,list file number or number and term __. Election to take Under or Against will.(cross out one) Date Election Place of; Fi led Record .______. Name of surviving spouse ~~.~~.~~.~~.~.~~.~.__y.~~__.~~.~~.!...~~E?~~~..:t::.~~__.~.~.J:.~.!c:l:~~.~~~.. . .January 24,1966.List Issue,where material: Did decedent marry after execution of will?(jndicate)~No.Any children born after execution of will?(indicate) MI4 No.If answer yes,name them ____ __ __.. ............~.~P.¥....<?~~~.~~.!'?~E.~~.~~~~1?X ~9.~!!-.~~.~.~~.~:t:.':l:~~.~~.~c••••••••••••••••••• Leg.atees Mary Lu Mertz Relationship Daughter Interest Fiduciary,if deceased or not sui juris Entire Estate Living -sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (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.MMK If any exception give cause:. File copy of Notice -Attached and date of mailing J.anuar.y.?~.r J..~.7.J:. Is estate subject to the filing of a Federal Estate Tax Return?.'X§.!?..(...g§.tl1.~n-..X~J§.9.~...~.<?.l?Y...h-.~~.~W..:!-.tJl...~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $J}.c?.~.~..~.~J . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ......NQ.t:..~.P.P.J:;i,..9..§..QJ..E?.. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts of such claims;state whether they are admitted to be correct;and 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: None Balance for distribution per account,(inclUding distributions shown in Itemize any additional debits not shown by account:account)$21.2~.5.Q.2.A19 . See separate Schedule attached Includes $1,000.00 Total additional debits (Add>advanced by Executrix Itemize any additional credits not shown by account: See separate Schedule attached. Total additional credits (Subtract) $..~.r.~.~.S.!.~JL . $..~.t.1~.?J.~. Balance for distribution (Including distributions shown in Account $..;?.J:;?.l.~~.?..!.~:~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)''...",I .' For Asse~helg ~p~kind,see Schedule attached ,,-"-J 0- :;:;:_-l '"-7::-, ,". o{~!_~ C" r £f.'::: 0::: 0.....-e:: 1""-.. (".--0..~::.....(-) L1..-,..tJ -..c -r""';!-- :-.t.t.J ('J .-1-Z fj"'t u)::: J)_.~ ::::>0(J) a::W<t 0:::--:> - ", SCHEDULE OF ADDITIONAL DEBITS NOT SHOWN IN ACCOUNT Received refund on decedent's 1969 U.S. Income Tax (not included in Inventory or Inheritance Tax Report) December,1970 dividend on 400 shares G.C.Murphy Co. January,1971 dividend on 400 shares The Union National Bank of Pittsburgh January,1971 dividend on 408 shares American Telephone &Telegraph Co. January,1971 dividend on 25 shares American Standard,Inc. January,1971 dividend on 300 shares H.J.Heinz Co. January,1971 dividend on 50 shares Lerner Stores $150.00 120.00 322.96 265.20 29.75 75.00 10.00 $972.91 Interest: Six months interest received 12/15/70 on $1,000 U.S.Treasury 2 1/2%1967-1972 Bond Six months interest received 3/16/71 on maturity of $3,500 U.S.Treasury 2 1/2%, 1966-1971 Bonds Six months interest received 11/1/70 on $5,000 3.60%Peters Township School Building Revenue Bonds six months interest received 11/1/70 on $3,000 City of Birmingham,Alabama,3.40%Bonds January,1971,six months interest received on Howes Leather Co.Bonds $12.50 43.75 90.00 51.00 20.70 $217.95 Gain at maturity of $3,500 U.S.Treasury Bonds,2 1/2%1966-1971 Face value received 3/16/71 Appraised value $3,500.00 3,304.88 $195.12 1,000.00 2,385.98TOTALDEBITS$ Net cash advanced by accountant,Mary Lu Mertz,to enable estate to pay further amount on inheritance tax on November 17,1970 $...:..-_-=...!:....:...:::...:....:..=...:.. SCHEDULE OF ADDITIONAL CREDITS NOT SHOWN IN ACCOUNT November 17,1970 Russell Marino,Agent: On Account of Pennsylvania Inheritance Tax at 6% Interest 2,342.61 57.39-$2,400.00 Bank service charged 3.00 March 2,1971: Washington County Personal Property Tax Department,1971 Personal Property Tax 19.19 TOTAL CREDITS $2,422.19 ASSETS HELD IN KIND Appraised Stocks Values 25 shs.American Standard,4.75 Conv. Preferred $2,987.50 408 shs.American Telephone &Telegraph Co.21,496.50 400 shs.G.C.Murphy Co.11,750.00 300 shs.H.J.Heinz Co.10,181.25 50 shs.Lerner Stores,Inc.1,290.63 734 shs.The Union National Bank of Pittsburgh 21,923.67 36 shs.Ritros Building Corp.9,999.72 63 shs.Southern Bakeries 417.38 Total Stocks $80,046.65 Bonds $1,000 $5,000 $3,000 First U.S.Treasury,2 1/2%,1967-1972 Peters Township School Building Revenue Bonds,3.60%,Series of 1963,due 5/1/78 City of Birmingham,Alabama,Highway Improvement Bonds,3.40%Series of 4/1/54,due 4/1/79 Mortgage 5%Bonds of Howes Leather Co., Inc.in process of redemption Bonds Nos.62 and 383,adjusted carrying value $891.56 3,450.00 2,040.00 828.09 Total Bonds Realty Undivided one-half (1/2)right,title and interest in property in Peters Township, Washington County,Pennsylvania being Lot 20 in Deehaven Plan,Plan Book S, page 84,having erected thereon a split level dwelling known as 105 Jomat Drive GRAND TOTAL $ $ 7,209.65 19,750.00 107,006.30 Assets distributed per Exhibit No.1 of Account Cash now on hand GRAND TOTAL -All assets distributed and undistributed $101,757.94 3,701.74 $-212,465.98 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF MARY L.VAN KIRK, Deceased No.63-69-523 RECEIPT FOR DISTRIBUTION I,MARY.LU MERTZ,sole legatee and devisee of the Estate of Mary L.Van Kirk,deceased,do hereby acknowledge receipt of the following assets of the estate in partial distribution at the appraised values stated: On February 2,1970: Stocks: Appraised Values /200 shs. 107 shs. 170 shs. 200.-shs. 111-00 shs. 1200 shs.,. 100 shs. 210 shs. 50 shs. '\l~~:~:: '/,100 shs. \.221 shs. Atlantic Richfield Co. Columbia Gas Corporation Dresser Industries,$2.20 Conv.Pfd. Duquesne Light Co. Equitable Gas Co. General Motors Corp. General Motors Corp.,5%Pfd. Gulf Oil Corp. International Telephone &Telegraph Co., $5.50 Cum.Pfd. Koppers Co.,$4.00 Pfd. McCrory Stores Corp. Mobil Oil Corp. Pennsylvania Power &Light Co. $21,175.00 3,236.75 7,395.00 5,850.00 3,675.00 16,100.00 8,350.00 9,410.63 3,962.50 640.00 3,212.50 6,243.75 6,864.81 Other Assets: I $96,115.94 Note of W.R.Mertz and Mary L.Mertz to decedent,dated June,1967,balance due Cadillac Auto,1963 model,62 series Engagement Ring Wedding Ring Zenith Color television set \Refrigerator \ 2 Hollywood beds , 1 Overstuffed chair \Dresser,Chiffonier and dressing table $2,000.00 700.00 150.00 15.00 175.00 25.00 15.00 5.00 15.00 On April.20.,1970 $3,100.00 Stocks:l 200 shs.Wellington Fund,Inc.$2,542.00 GRAND TOTAL 101,757.94 IN WITNESS WHEREOF,I have hereunto set my hand and seal this day of March,1971. ~'-Iw'-hu-iMaryLuMertz -2- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF MARY L.VAN KIRK, No.63-69-523 Deceased ELECTION TO TAKE IN KIND I,MARY LU MERTZ,sale legatee and devisee under the Last Will and Testament of Mary L.Van Kirk,deceased,do hereby elect to take in kind at their appraised (Inventory)values,the following assets of said estate: Stocks Appraised Value /25 /408 I 400 300 50 \734\~~ shs. shs. shs. shs. shs. shs. shs. shs. American Standard,4.75 Conv.Pfd. American Telephone &Telegraph Co. G.C.Murphy Company H.J.Heinz Co. Lerner Stores,Inc. The Union National Bank of Pittsburgh Ritros Building Corp. Southern Bakeries Total Stocks $ $ 2,987.50 21,496.50 11,750.00 10,181.25 1,290.63 21,923.67 9,999.72 417.38 80,046.65 Bonds, /$1000I$5,000 f $3,000 \ \ \First \ -....."......... U.S.Treasury,2 1/2%,1967-1972 Peters Township School Building Revenue Bonds,3.60%,Series of 1963,due 5/1/78 City of Birmingham,Alabama,Highway Improvement Bonds,3.40%Series of 4/1/54,due 4/1/79 Mortgage 5%Bonds of Howes Leather Co., Inc.,in process of redemption Bonds Nos.62 and 383,adjusted carrying value $891.56 3,450.00 2,040.00 828.09 Total Bonds $7,209.65 19,750.00 Grand Total 107,006.30 IN WITNESS WHEREOF,I have hereunto set my hand and seal this day of March,.1971. ~.~~~V-(SEAL) Ma Lu Mertz -2- If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Shown as disbursement in Account _made to Mary Lu Mertz, daughter,living in same household with decedent. List any advancement or distribution on account that has been made,and nature and amount of same: Securities listed on Exhibit No.1 of Account,Inventory value $98,657.94 Other Assets listed on Exhibit No.1 of Account,Inventory value 3,100.00 $101,757.94 ,"I Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Entire balance is distributable to Mary Lu Mertz,sole legatee and devisee. Election to take in kind attached. COUNTY OF WASHINGTON,S5: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly §WQ;I;;XL _doth depose and say that the facts set forth in the foregoing petition are true hertothebestof _knowledge and belief, And your petitioner will ever pray,etc. .....................................................................................o.~.. ...~.~~E~~~:to and SU71scribeefore1-/1r'~-~e th;s.J4 ..~.'day.O!,~ctj(::/I"I.H..;;;~..~.~.....v.: Slgnolu,e of Of c....~..~~ TITle of Office,.....~"'..;.~:~;~.f...~.==.:.. Off' ..'Ii &IAGI"SON,JUSTI"Ice explr y:r.£!u"*.ur:;E..QI:.l'H~•••••••••••• •MY COMtv.ISSI T.WASH.Co PEACE .',.....F.IRST MONDA ON EXPIRES .,PA.~Y IN JAN,1976 '> No..63~.().~~.5.~.~,..,. Estate of M.Q.T:y....LA Y.an..Kirk..:. Deceased Fiduciary ~9-J;:y J:.)J..M~*j:,~..,. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es-" tate is subject thereto. Lester K.Wolf,Esq. 1407 Oliver Bldg. ..?~~.~?!?~:r:.9.~.~~.~.~--~_!?_?~.?._._.__--_. .281-5580 Attorney ""~2 .....'./ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF MARY L.VAN KIRK, Deceased TO:Mary Lu Mertz 105 Jomat Drive McMurray,.Pa.15137 No.63-69-'523 NOTICE You are hereby notified that your First and Final Account in the Estate of Mary L.Van Kirk,deceased,has been filed in the Office of the Register of Wills of Washington County at the above number,and that the same will be before the Judge of the Orphans' Court Division,Court House,Washington,Pennsylvania,during the week of March 15,1971,at which Audit a Petition Sur Audit will be presented. Yours very truly, January 29,1971 ---'"//'--;-X..(/y'.,ll,'·\,., \..._....._---j Attorney for the Estate Van Kirk,deceased. of Ma:ty L. en ..,- ..., ------------------------------ j I ~n t4t QInmt nf QInmntnn Jltu,6 nf lJu,64itl!Jlnn·QInuuty, Jtnn,6ylnuniu,OOrp4un,6'QInurt 1Bini,6tnn ESTATE OF No.63-69-523 Mary L.VanKirk deceased In the matter of the Firs t and Final Account of Mary Lu Mertz Executrix ADJUDICATION AND DECREE And now April ,/.....';/,19-.1!.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration ther~~hEl b~lq.ns:e for distribution in 'the hands of the Accountant is determined to be $ ,L.!-O?'10 -and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION $212'202 •19 l.L.co Balancet:.._ John Mazza,Recorder,costs recording certi- fication of real estate, Russell Marino,Agent,transfer inheritsnee ta~J ineluding tax due on individual liability 19~'~1Interestfrom7-4-....70 to 4-23-71 9. Mary Lu Mertz,daughter,residue,including l- eash,an undivided 1/2 interest in real estate as hereinbelow described and the I following assets;held in kind and distributed , as such at the appraised value;credit to be I taken by the accountant for items and funds advanced prior to distribution by the Court,I per election filed:~ Deduct Clerk's Costs &Receipts'--I Attorney Lester K.Wolf Russell Marino,Clerk O.C.,costs in certify- ing real estate to recorder, Additional credit asked at audit Balance per account _ Additional debit asked at audit 200 she.Atlantic Richfield Co. 107 shs.Columbia Gas Corporation 170 sha.Dresser Industries,$2.20 Conv.Pfd. 200 shs.Duquesne Light Co. 100 shs.Equitable Gas Co. , r .,r r , r r r 200 shs.General Motors Corp. 100 shs.General Motors Corp.,5%Pf'd. 210 shs.Gulf"Oil Corp. 50 shs.International Telephone &Telegraph Co , $5.50 Cum.Pf'd. 10 shs.Koppers Co~,$4.00 Pf'd. 100 shs.McCrory Stores Corp. 100 shs.Mobil Oil Corp. 221 shs.Pennsylvania Power &Light Co. Hote or W.R.Mertz and Mary L.Mertz to decedent,dated June,1967,balance due Cadillac Auto,1963 model,62 series Engagement Ring Wedding Ring Zenith Color television set Ref'rigerator 2 Hollywood beds 1 Overstuff'ed chair Dresser,Chiffonier and dressing table 200 shs.Wellington Fund,Inc. 25 shs.American Standard,4.75 Conv.Pfd. 408 shs.American Telephone ~Telegraph Co. 4QO shs.G.C.Murphy Company 300 shs.H.J.Heinz Co. 50 shs.Lerner Stores,Inc. 734 shs.The Union National Bank of Pittsburgh 36 shs.Ritros Building Cor P. 63 shs.Southern Bakeries $1000 u.s.Treasury,2 1/2%~'1967-1972 $5,000 Peters Township School Building Revenue BondS,3.60%,·Series ot 1963,due 5/1178 ..! $3,000 City of Birmingham,Alabama,Highway ,Improvement BondS,3.40%Series of 4/1/54,due 4/1/79 . First Mortgage 5%Bonds of'Howes Leather Co., Inc.',in process of redemption Bonds Nos.62 and 383,adjusted c8~rying v8lu~ 2l21l6.l.L& No balance •• +• .. ••• r >- 0..,.,~W :J Z ..~0' n -+9 ...... 0 :r t. ....c (\) (\)~3 0 .,; ..,.,0 0 \..... ..,.,:+ t .\ ~ (\) ~ ., 0 . ~..,., N .... := :r(\) ~~ S~t:l~ • l .)- •• .. \ ... RF.AL ESTATE TO BE CERTIFIED TO THE RECORDER OF WASHINGT N COUNTY BY THE CLERK OF THE ORPHANS'COURT D VISION Mary L.VanKirk,devisor,to Mary Lu Mertz,dev 1 the right, title and undivided 1/2 interest of the decease in and to parcel of improved real estate described as,VI : THAT certain parcel of land situate in Peters T ashington County,Pennsylvania being Lot No.20 1n Deehav n Plan,Ian Book No.8 page 84,having erected thereon a split level b ing known as 105 Jomat Drive,Deed Book Reference;D.B.496.This one-half was formerly owned by James R.VanKirk who died 1/24/66 and decedent as tenants by entireties. CERTIFIED TO RECORDER:APRIL 2 ,1971 :tL&1·· t N ~.-..,_.J I ' I • 0 ~~ .....z tr :J n --to 9 0-S'0 ::r v-+. c (l) ~ar ~·3 0 0 0 ~. .....-t\:::l: M (l) a .. 0 S· ..... --to::r == (l) ~~ ~::i~~ t"l t-{-.0..,--i t:!.;...,,:J.. ~J :...;:. ,,'J RESIDENT DECEDENT C0MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF A.~.~e~l:.~~.¥.. 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.lnheritance.,an!i .E,!'!t;ateTa,x J\ct of lQ61.) _M.~.;Y~~~~..:;:::lS::.:E EST~~~.~.~}:::UA;~:OF (State full name of decedent) Late of Y.J9.:.?hing1;:on . ...County XJlKlNIDBD"HK ::.:o:-=:~::~::;~~~::_:-_:::===}..: .....................................Ma.ry L.u Mert.z......................................................... ~of the estate of the above-named decedent being duly sworn,depose S and say S EucuQlr rix ....28l~558.0..........15.222 Decedent'clied Apr.i.l (Month)(j~.;)19·(·~·i ,{=~aVinga last will,copy of which is hereto attached.} o therN::et:::i:::r:::r:fseanttt::;::~:}Le!?t~.:rJ<W.glfL.:E:Sq~,..... whom all correspondence should be 1407 Oliver.Bldg.,Pittsburgh,..Fa. mailed. That as such Ex.ecutr.ix deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name.or jointly with.or as agent or deputy of another.or indecedent's individual name.with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT-... 'l'hp Tln;nn National Bank of Marv L 'U::ln l{;r'k- Pittsburah (Crossroads office)- 100 N.Washinqton Road,McMurrav. Pa... .. That the contents of said safe deposit box or boxes are itemized under Schedules B of this--=--return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached l\ereto and made part hereof sets forth fullv and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the de'cedent at the time of death,whether in decedent's immediate possession,standing to decedent's cre4i't-ln banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for-.......,any other person or persons giving also separately the accrued interest thereon,if any,down-to the,last interest day prior to decedent's death in the case of savings banks,and to the date of dece~ent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other 'evid&DCe of in- debtedness of the United States to the decedent;all obligations,whether by statute or 'agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and 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. L/~i~~--··_-L ""~,Q,?,""'g,9.~,~,t..,."p..~.ty.,§"",."""'''",'".,,"~_.'(Street Number) ",~~~,~EE,9.:yL."..~,~..~".".1.?).J.?""."".."""""".. (City (Y('Town and State) In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of de~edent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Thert~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 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ~.,death;taxes accrued charge,able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein" have been carried forward and properly registered in the Swmnary. Subscribed and sworn to before me this .........""...".""""...". ____,jL~.~day Of/~_~"_"1920. ""..,,"r:··~':'::'4:::;;'I~i':'''q''-'"~,,'JlB;'/~,,,.".".""".."". .'~~'.'\_..""••\/~·:,J f/ p~ri >'.:Jh't---_"L:r~~I~r'..:y st'NYY f"Y C[)\l;:i:~.,,'.,t .pl'l c:;.·,~r:l.1).1971 Me.nha"P nrL$y:\dr,'2.~<~'c'a~ionof ,:otaries NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed• ...._------------ '. RCC-34 (1-64) -tOMMQI'oI"WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESID,ENT DECEDENT SCHEDULE ••'A" REAL PROPERTY Real property in Pennsylvania,with statement of I:lortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "~".Property hf'ld by the decedent as tencnt in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo[1wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule ifF"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) Undivided one-half (1/2)right,title and interest in property in Peters Township, Washington County,Pennsylvania,being Lot No.20 in Deehaven Plan,Plan Book 8,Page 84 having erected thereon a split level bric dwelling known as 105 Jomat Drive.Deed B_0-J0r~...,.,._rAJL .-1 .JI ~()j Z""~A,reference:D.B.1131,page 496.This ,_~r.r-~W~~~~ one-half (1/2)was formerly owned by James R.Van Kirk (died 1/24/66)and decedent as __~ tenants by entireties.Y'~).l$19,750.00 t>7r,~ 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. $19,750.00 SCHEDULE "n" PERSONAL PROPERTYRESIDENTDECEDENT ,COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX.. ;;. RCC-35 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".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. 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 rlividends,salaries or wages,insurance pay- able to the estate or firluciary in said capacity,partnership interests,interest in any undistributed estate or 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 MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) STOCKS 25 shs. 36 shs. 63 shs. 200 shs. 700.00 150.00 15.00 3,962.50 640.00 1,290.63 7.50 3,212.50 6,243.75 2,542.00 175.00 25.00 15.00 5.00 15.00 6,864.81 1,100.00 21,910.00 9,999.72 417.38 2,987.50 21,496.50 21,175.00 3,236.75 7,395.00 5,850.00 3,675.00 11',750.00 16,100.00 8,350.00 125.00 9,410.63 10,181.25 63.00 / J / / j / ./' shs. shs. shs. shs. shs. 1 Cadillac Auto,1963 Model,62 Series,4 door Sedan,1 door crushed in,badly dented and badly rusted 1 Engagement ring 1 Wedding ring 1 Zenith Color television set (several years old) 1 refrigerator (old) 2 Hollywood beds 1 overstuffed chair Dresser,chiffonier &dressing table Sub-total American Standard $4.75 Converti ble Pfd.,Series A,at 119.50 408 shs.American Telephone &Telegraph Co.at 52.6875 Atlantic Richfield at 105:875 Columbia Gas Co.,at 30.25 Dresser Industries $2.20 Conver- tible Pfd.at 43.50 Duquesne Light Co.at 29.25 Equitable Gas Co.,at 36.75 G.C.Murphy Co.at 29.375 General Motors Corp.at 80.50 General Motors Corp.,5%Pfd.at 83.50 Accrued dividend payable May 1,1969 210 shs.Gulf Oil Corp.at 44.8125 300 shs.H.J.Heinz Co.at 33.9375 Accrued dividend payable April 10,1969 50 shs.International Telephone &Tele- graph Co.,$5.50 Cumulative Pfd. at 79.25 10 shs.Koppers Company,$4.00 Pfd.at 6 50 shs.Lerner Stores at 25.8125 Accrued dividend payable April 15,1969 100 shs.McCrory Stores Corp.at 32.125 100 shs.Mobil Oil Corp.at 62.4375 221 shs.Pennsylvania Power &Light Co.a 31.0625 313 shs.People's Union Bank of McKees- port at $70.00 Ritr6s Building Corp.at 277.77 Southern Bakeries at 6.625 Wellington Fund at 12.71 (bid price) 200 shs. 107 shs. 170 shs. 200 100 400 200 100 9 5 6 7 8 2 3 4 1 30 31 32 33 24 25 26 27 28 29 19 20 21 22 23 14 15 16 17 18 10 11 12 13 Insert this total opposite "Personal Property",Scherlule "B"in X X the "As Reported"column on the last page of this return.sub-total $178',886.42 RC.c-35 ,COMMONWEALTH OF PENNSYLVANiA TRANSFER INHERIT!NCE 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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate or 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 MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Schedule B continued 1 $50 2.63 637.71 212.57 993.13 3,304.88 5,893.03 4.80 891.56 7.62 6.08 7.62 rY/~~"1'/'-14 ,912 . 50 316.44~"161.16 0\..'\~r;.166.60 ,j~.t ~t",.158.00 J-51.60 eJ)i4J 3,450.00 76.97 1YtJ 2,040.00 1.11 $3000 $5000 #62 - #383 - Accrued Interest thereon,February 12, 1969 to April 4,1969 Accrued 1 $100 1 $100 BONDS $1000 U.S.Treasury 2 1/2%1964-1969 ~t 99 10/32 Accrued Interest from Dec.15,1968 to April 4,1969 $1000 U.S.Treasury 2 1/2%1967-1972 at 895/32 Accrued Interest from Dec.15,1968 to April 4,1969 $6000 U.S.Treasury 4%dated 10/1/57, due 10/1/69 at 98.21718 Accrued Interest from April 1,1969 to April 4,1969 $3500 U.S.Treasury 2 1/2%1966-1971 , (March)at 94.425 Accrued Interest from March 15,1969 to April 4,1969 $20,000 U.S.Treasury 4 1/8%1989-1994 (Registered)at 74.5625 Interest from 11/15/68 to 4/4/69 Series E Bond issued Dec.1944 U.S.Series E Bond issued Feb. 1944 1 $100 U.S.Series E Bond issued May, 1945 U.S.Series E Bond issued Dec. 1960 Peters Township School Building Revenue Bonds,3.6%,Series of 1963,due 5/1/78 at 69 Accrued Interest from Nov.1,1968 to April 4,1969 City of Birmingham Alabama Highwa' Improvements Bonds,3.40%,Series of April 1,1954,due 4/1/79 at 68 Accrued Interest from April 1,1969 to April 4,1969 First Mortgage 5%Bonds of Howes Leather Company,Inc.(Old Colony Trust Co.,Boston Massachusetts, Sinking Fund Trustee)Balances due after previous redemption payments: 34 53 35 38 39 37 36 50 41 52 51 46 47 40 42 48 43 44 45 49 Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return.Sub-total 33,296.01' 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".Intar:gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Schedule B continued BANK ACCOUNT: MISCELLANEOUS 54 Savings Account #41,189 in Economy Saving~ and Loan Association,Pittsburgh,Pa. 15202 (previously joint in name of ~ decedent and J.R.Van Kirk,her husband I I_~ who died on January 24,1966)I'l!r'J)$ 6F'~~ 4,407.18 2,023.50$ Iif/~2,O~~:~~ I 1------- l Balance due on note of W.R.Mertz and Mary L.Mertz to decedent dated June, 1967,Interest at 4 1/2% Accrued interest 1/1/69 to 4/4/69 Sub..;,.tota1 55 56 Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. GRAND TOTAL $219,713.11 L RCC-36 rom[O~lmALTH OF PJ:NNSYLVANIA. TIUNSFER INHERITANCE TAX l~~SIDENT DECEDENT SCHEDULE "c" TRANSFETtS (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 heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?--------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was sUbject to change, because of a reserved power to alter,amend,or revoke,or which c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARI\ET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last pa~e of this return.None SCHEDULE "E" JOINTLY OWNED PROPERTY CCMMONWE~LTH OF PENNSYLVANIA TR~NSFER INHERIT~~CE TAX RESIDENT DECEDENT ("',.." RCC-38 INSTRUCTIOr-;S:This schedule must disc.lose 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 I unit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.! DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Held jointly between daughter, Mary Lu Mertz and decedent for more than 2 years prior to death of decedent: Savings Account in Dollar Savings Bank (Oliver Bldg. office)Account #609,981 $5,910.13 50%2,955.07 Checking Account,The Union 0 National Bank of Pittsburgh,ff}(1 (Crossroads office)'820.OO~J 50%410.00 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.$3,365.07. ~,,-~'R~C~37 (12-63) I • CQMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT.. ,. •,j .... SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Marv Lu Mertz Dau .'L.Ve5=:--Sole 1eqatee and 105 Jomat Drive devisee McMurrav,Pa.15317 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF MATTER OF THE APPRAISEMENT M~!:Y .1.~V ~I1,..l<:J.I:~. . Deceased .' ,C-l 0-1 ~=r::J:0 ...,(1)(1),.....§;;l E.. .....til 0..........::l ~~(1)~..., 1-'''''-0'<til .....'t:l ..""(1)...,...,.g ~ ~ o~:::srop.. IIiiT"i<: 0-1~~,C"cr C')...,otiltil tf1til....~~ (Executor-Administrator must complete "As Reported"column #1.) P.Il THE !No Year .Will Administration Late of . County of ....Washing.ton .. Commonwealth of Pennsylvania REPORT AND APPRAISAL enc:~~>-;-..'.=r::J~WC;;C;;>-<: ()(')(')~?'"?'"?" ~n ~~'-'.....;:: -(('~~-oo-oo-oo 'tV 'I\J.___ .~.'I-'.1-'>-'N'w'Z\o\Otll;.,.j,:O;..;.,......'00 w'::I ''-1''-1 ---'N ",:ro '1-'U1.g ....:-...J iJl"N ,0 Q-............~b .'-10 ~:00 'J ,1-'0 _ 1 ''{d "O"tNO S7711:\v:1 0 \1 E;NiH SVlil fl •-.1":71 (\I fb..J..Leste-!ifl~~t;yvo~f".,.:J,",E~qJ. Tener,Van Ki'r){i,:./Wplf &Moore 1407 Oliver Bldg. PiHHs12l,i:r;gh,.Pa.15222 "<J "83:1I..aL. I e~7/..J '....--.1,!r""'t··· ~~ :~! ~.~. .~. .~'.". ~-oo .~. ~. '~.~' .~ N' ~-oo ___ >,.:,,~ ~~tl .;.,<'1:_~.'-J 2"~,,~3-.~~5''.~·~o c..,.~-I) ~ ·,., " RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECT'IONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HARY LV MERTZ (Executor ~wr IN YOUR REPLY PLEA.I: REFER TO 37-213-3 J In Re:Estate 0 f ----.,;.·.;;.;M.;;.;AR=Y....;L~._V:..;;·A,;;;;.N;....;:.;K;.=IR=K----.,;.---- ______W:..::i.::\.S:..::;H;.::.I::.:N.::.GT:...:O:.:.N:.....-----County -File No.63-69-523 Dear Mrs.Mrertz: You are hereby notified that the original appraisement in the estate of Mary L.Vank Kirk has been filed in the office of the Register of Wills qf Washington County on February 17 ,19~.Said appraisement reflects the following valuations: Real Estate ~~1~9.z.,~7::..50::..;.:...:O:...:O:...-- Personal Property ~2~1~9u.u7~1~3~.~1=1~__ Jt.Held ~...".._3~.L...<3~6~5.:..:.O~7,.-_ Total -.-_~2.::z:.4:::.2.:.8::;;;2::.:;;8:.:..-=1~8__ 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 annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Da t e -=-F-=-e.:::;br=-u::;ar=....<y~1:..L7...1._1=.9.L-7L..:O:::..-_SignedQJ Q d::\<2Mc"'"~R Title W.R.CHANEY,CHI~PPRAISER DATE OF DEATH:April 4,1969 Note:This is not a bill. )<CC-311 (ll-58) COMMONWEALTH OF PENNSYLVANIA.. TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of VAN KIRK, (Last Name) MARY (First Name) L. (Initial) DATE OF DEATH----!4:r=-:!::I4:=-~69L__FILENO.63-69-523 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". 02-17-70 04-04-69 Dated:---::=-..:::-'-';-7------- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS 19.7,0 00- 219,713 11 '3.'365 07 242,828 18 $19.7,0 )0 219,713 11 1 16'1 07 242,828 18 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--------~--ciJlfc Tax on $6%0 Tax on $--------~-- Tax on $10% T~~$1~ Exemptions * Total Estate ~-- TOTAL TAX COMPUTATION OF TAX $--------l--- $---------1-- $-------+-- $--------1--- $-------+-- $_-'--l.--_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---1 AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $--Jl- BALANCE DUE $--------~~ Add interest at rate of 6%from t= ------tto-----$-------1' TOTAL TAX BALANCE $-------lPAID$-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No Year . IN THE -----, MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY L.VAN KIRK Deceased .' Late of . County of PETER ..W.fl •.... .WASI-J:[NO'I'ON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ;" • Fonn RCC-2 DE,rAkTMENT OF REVENUE I!UREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA...1q 1?-7r- COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT II,.,~ DATE ~.~9.r.~.a.:.:r.y :l.:7.?.!.9..7.9 . COUNTY ~~.~.h.~.~g~.C?.~. FILE NO..§?..::...?..?..:.?..~.?... Whereas,M.i?-O"L .Y.a.n.Ki..r.k late of :P..~t..~.r '])v.p.~. in the County of Wa..~.h.~.J:.lgB~Commonwealth of Pennsylvania,having died on the 4 t.D day of Aw;~J:l 19 9.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........................!:!'..~.It..~.....9..ha.:P.:~y.....................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for l1fe 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 AppralsamantDescrlptlonofAsseiValuesMadeforInheritance Tax Purpo..s $ -REALTY: See copy of Schedule lIAlI attached to appraisement 19,750 00 .- PERSONAL TY : --- See copy of Schedule I'B"attached to appraisement 219,713 11 .. ...-JT.HELD: 1---._- See copy of Schedule 11£11 attached to appraisement 3,365 07 Total 2k2.828 171--. - Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ...............................................................day of ................................................................................................................................................19................ ...".................,'.............................."............................................................................................................ Appraiser .................................................................................................................................................................... (Number and Stnet) ...................................-"...................................................................................................,Penna. (!'ott OIBee) - J'"--t WASHINGTON............ .County ,-...),',.1 l~........, ''''0 1'\rl~n}U 1\••I ••I '" RESIDENT INHERITANCE TAX APPRAISEMENTr2... Estate of Late of MARY L.VAN KIhK"',J ='"';:..'.'_",.~.:;\) .:=G:~.•TL,~CJ F .~.:IL[S"'."'H"'"HHHH,H'HH'HHH'HHH.H.H... ,.\SH\~.~GTOt!CO .•PA.De~~;;~i PETERS TWP. Date of Death,HHH'HHHApr..:i)-:H4'HH).,.9~.9HH"HH'":''''''''' Appraisemcl!t Docket Vol.,HH..J.7... Page,H 2l.3.~3H.H.HHHH No....f?3.~.9.9~.5?.3.. ...... •4 ., c::.a Filed in Register's 0 JJice,f.~:b..r..:tl:a.:r.y ).,.7.J 9 79. Amount of tax due,$H .. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,H .. Wrote abo.ut Appraisement,.. Appeal f1'Gm Appraisement,.. Entered and charged,H.H.H H .. ~ • Form RC ColO 6·3-bf-..s-~d DEDUCTIONS ALLOWE~fe::i5lj. OFFICE OF THE STATEMENT OF DEaTS THE SUM OF _...........$....~.............................. REGISTER OF WILLS AND DEDUCTIONS..Washington DATE APPROVED ••......OF COUNTY ................................... AND AGENT OF THE COMMONWIliiAI.TH -Y~:#~-t/'S023 V~Q ~%Register of Will.,Ag.~t ESTATE OF MARY L.VAN KIRK l.ATE OF 105 Jomat Drive,Peters Township DATE OF FILING APPRAISEMENT OATS OF DEATH April 4,1969 - DATE NO.OF NAMIi OF PAYEE REMARKS AMOUNTVOUCHE" 5/281169 Schneinpr!=:nrlir"Milk Bill 2 51 6/161/69 Dr.Robert M.Lauahlin Medical ser"i~p!=:15 00 6/17'/69 Marv Lu Mertz Reimbur d-for cost of 5 Short Certificates c;Inn 6/171/69 Mary Lu Mertz Reimhl1 It-!=:for decedent s thrDuah debts &expenses paid as 11/2 6/69 follows: 4/4/69 Virqinia Johns.Nurse c;n Inn 4/9/69 Ruth Lonq.Nurse 4S0 100 4/12/69 Helen Revnolds.orqanist at funeral 15 00 4/12/69 Rev.R.Conway Kiebler Minister at funeral 50 100 4/28/69 L.Beinhauer'&Sons funeral expenses •1.774 00 6/2 3/69 Malcolm M.Morqan 1969 Personal ....Tax 18 13 12/1 '69 Mary Lll ••Reimbursement for ...:I .:1-, c debts paid as follows: 4/4/69 Schneiders Dairv 17 18 4/21/69 Househo·ld employees'Social Security Tax 78 t72 I - 12/2/69 On account of decedent'!=: 1/2 share of Township,Schc 01· and County taxes for 1969 o~ 105 Jomat Dr.,owned 1/2 by her 159 00 COMMONWEALTH O'F PENNSYLVANIA } ___s.:COUNTY OF (continued on next page) I,HEREBY CERTIFY.THAT.TO THE BE.r OF MY KNOWl.!!:OGE AND BEl.IEF.TH!!:FOREGOING IS A JUST AND:TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF ACMINISTRATION SUBMITTED TO THE EST"TE OF -----------------__'OECu.eED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. __________________(1..5.) SWORN A!'iD SUBSCRIBED BEFORE ME THIS DAY OF -----18 __ DEDUCTIONS ALLOWED IN Oil.TE APPROVED THE SUM OF $ . . STATEMENT OF DEBTS AND DEDUCTIONS OFFICE OF TME REGISTER OF WILLS Form RC (;·10 OF Washington COUNTY ........ AND AGENT OF THE COMMONWEALTH Register of Will••Agent ESTATE OF MARY L.VAN KIRK LATE OF 105 Jomat Drive.Peters Township DATi OF DEATH April 4,1969DATEOFFILINGAPPRAISEMENT DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCMElit 6/231/69 Union National Bank Safe Deoosit Box rent-rll 10 00 1/161/70 Marv Lu Mertz Dauahter -Familv ::111 nt'."'....'"'.::>1.000 00 1 nil 21/70 Union National Bank Safe Deoosit Rnx ,,10 00 10/271170 Notary Public Affidavit 1 00 10/271170 Lester K.Wolf Attornev's fee ,4.500 00 10/271170 Tener,Van Kirk,Wolf & ..Attornevs Reimbursement for rlnminil=:-. trative expenses as follow .. 4/25/69 Reqister of Wills -Probab of Will and 3 Short Certs 12 50 5/13/69 Washington Countv Reoorts Advertising Letters Testamentary 14 00 5/14/69 Obse.rver Pllhli!=:hinN rr"l - Advertising Letters Testamentary 14 00 1/2/70 NotarvPub1ic -Aff;n::lu;+- to Inventory 1 00 1/2/70 Notary Public -Affidavit to Inheritance Tax Report 1 00 2/2/70 Register of Wills -Fi1ina - Inventorv ·7 100 2/2/70 Reaister of Will!=:-Addi- tional cost of Letters 20 00 2/2/70 Register of Wills -13 Short Certificates 13 00 COMMONWEALTH OF PENNSYLVANIA }S.:(continued on next page)COUNTY OF t.HEREBY CERTIFY.THAT.TO THE BEaT OF h1Y KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONS !'"OR INHERITANCE TAX PURPOSES. (L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 18 __ ------------------ .,. Form RC G·1D DEDUCTIONS ALLOWED IN.,..."STATEMENT OF DEBTS THE SUM OF ............$...OFFICE OF TME ~. REGISTER OF WILLS AND DEDUCTIONSWashington DATE APPROVED .......•OF COUNTY AND AGENT OF THE COMMONWEALTH Register of Wills,Agent ESTATE OF MARY L.VAN KIRK LATE OF 105 Jomat Drive.Peters Township OATS OF DEATH April 4,1969DATEOFFILINGAPPRAISEMENT DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTYOUCHIli:'IIt 2/2/70 Notary Public -Affidavits on 14 Affidavits of Domicile 14 00 2/3/70 ReaisterE'>n m;:);1 C"h;:)rrroc 12·78 2/9/70 N.Y.State stock tr::lncrE'>r tax on transfer of. Atlantic Richfield Co.5 00 2/9/70 N.Y.State stock transr<=>r tax on transfer of Mobil Oil Corn.stock 2 150 2/10/70 N.Y.State stock transfer tax on transfer of Inter- national Telenhone & Telegraph stock 1 25 2/12/70 N.Y.State stock transfer tax on transfer of McCrorv Stores Corn.stod 2 50 7/1 RJ70 1\1 V C:t-::It-<=>..,transrE'>r tax on transfer of Genera Motors Corn.S5 Pfd c::t-t"'\t""l. and common stock 7 1:\0 - 2/18/70 N.Y.State stock transfer tax on transfer of Dresser Industries Cony.Pfd.stoc 4 25 4/22/70 Register of Wills -1 Short Certificate 1 00 COMMONWEALTH OF PENNSYLVANIA }s.:(continued on next page)COUNTY OF I,HEREBY CERTIFY.THAT.TO THE BEST OF l\oIy KNOWLI!:DGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSI!:!l 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. CL.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP' 18 __ •L • Form RC G·I0 OFFICE OF TI1E. REGISTER OF WILLS OF _W..:..:...::a::s:.,:h:.:.l.='.::;n::..;;gl..:,t::..:o::..:n=-__COUNTY AND AGENT OF THE COMMONWEALTH .'. STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLO~CN7~?U THE SUM OF $....lu.u.?l DV APPROV7fA ()A·..~u=L.~~l{ ~~Jlt1i~ Register of Wills,Age" ESTATE OF MARY L.VAN KIRK LATE OF 105 Jomat Drive,Peters Township April 4,1969HDATEOFFILINGAPPRAISEMENTDATIiOFDEAT DAT!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHE" 5./7./70 Reaistered mail I""h.::lr/"Toc::1 32 5/5/70 Notarv Public -Affidavit on Affidavit of Domicile 1 100 10/20/70 Mary Lu Mertz Reimbursement for h.::ll.::lYlI""O of decedent's 1/2 share of Township,School and County taxes for 1969 on 105 Jomat Dr••owned l/? bv her Lin?I?1:\ 10/20/70 Rea;c::+-o....I"\-I=TAT;1 1 ""For fil;YlCT :n ':lA 100 CA A m t 11l:liJh",./~./"i..17t;~ e:u£l.-r;J;~A{1W(O~~J/I~~crou1I v - I rp()rplH.l'oA -~- COMMONWEALTH OF PENNSYLVANIA }S.:COUNTY OF _,_Aileghen:r- I,MaryLu Mertz HEREBY CERTIFY,THAT.TO THE BE8T OF I14Y KNOWL!:DGE AND BELIEF,TH!:FOREGOING fS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSr;s 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF Mary L.Van Kirk DECEASED,AS DEDUCTIONS FOR' INHERITANCE TAX PURPOSES.~u '7 2,'45 v.:.:,-cA DAY~~~SWORN AND SUBSCRIBED IIEFORE ME THIS /I v >h%cJJ :aL4:Y~~oit6 p.ibil.C ;?CL J.M.LEN.NJn~y PL'GLlC iTSBURGH.ALLEGHENY COUNTY avd ('-:i~SllF~EXPIRES MAR.15.1971 MC:T1b~r -;nnsylvania ,1;r,SOci3tionofNotaries