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Home My WebLink AboutOC1969-0902 - ESTATE OF FAWCETT_02PETITION SUR·AUorr. IN THE ORPHANS'COURT'OF'WASHINGTON COUNTY Estate of .f.::K:...f.?yy.<;.~.t.!=-.--.-.-. ••__•______.:0 --_-----_.._-----. Deceased N '3-~q-9()L-0 _ _. Fiduciary_~.~!=.!=.?1?l,l;~gh ..N~t.~~m~l ..~~nk.:..,. Date of Date of Decedent's death .J~Jy ~.~.I••J.~.~.~_Grant of Le!fters h~g~.~J 9.,1~.9.~--. This is the ~~~~~~..~~~..~.~~~.~account filed in this estate . If there have been former accounts filed in this estate,list file number or number and term J.9.9.9.:-.9.0.f . First and Partial Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record :_ _ . Name of surviving spouse ~:?!!-~,_.._.__:__.___. List issue,where material: Did decedent marry after execution of wiU?(indicate)Yii ~o.)Anychildren born after execution of will?(indicate) Y¢'I.(No)If answer yes,name them ·__ _.._ . Legatees Relationship Interest Fiduciary,if deceased or not sui juris Marian F.Powelson Ann Shuman Daughter None Pecuniary Bequest List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts:Not applicable Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account ,-'and of call of audit?(Yes.)Net If any exception give cause:..N?.~~~~p.!:.~?.g . File copy of Notice and date of mailing . Is estate subject to the filing of a Federal Estate Tax Return?X~.~- . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.A..1?QQ.~QQ . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ._-__-_-__ _..--__------____-_-___-_.;.----_.._.._---_.._-_._--_..- Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None (Schedule D) 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: (See Schedule A) Fairman Drilling Co. Gas Sale for month of June Balance for distribution per account, Itemize any additional debits not shown Income-Personalty 1972 August 3 by account: Principal-Personalty Income-Personalty 349.78 1,081,782.49 $1?~).~~~.·.}}. Total additional debits (Add) Itemize any additional credits not shown by account: (See Schedule B) ,J Total additional credits (Subtract) Balance for distribution $..__~49.78...----___.___ . $..1.,.181 80 . $..L.f.ftQ 9.19..•.§Q . If balance for distribution.is not in cash,list each item held in kind,giving appraised Value (or distribution Value); (See Schedule C) "-... "Schedule A REFERENCE TO PARTS OF WILL THAT REQUIRE INTERPRETATION Question Number 1 Do the payments to the various charities as provided in the September 27th,1966 Will begin at decedent's death or are they postponed until the death of Marian E.Powelson,decedent's daughter? APPLICABLE PORTIONS OF WILL AND CODICIL CREATING THE QUESTION FOR ADJUDICATION. (a)The September 27th,1966 Will created Trusts A (with limited rights of principal invasions)and B,both of which were for the benefit of the decedent's daughter,Marian E.Powelson,during her lifetime. The trust res in each of the above mentioned trusts upon the death of Marian E.Powelson were under paragraph C,page 3 funneled into the "Katherine E.Fawcett Charitable Foundation". (b)The April 9th,1969 Codicil revokes all bequests to Marian E. Powelson which were set forth in the September 27th,1966 Will and substitutes ,in place thereof a specific devise of $10,000.00 and one-tenth (1/l0th)of the income "from my said trust during the term of her natural life".A further bequest was given to one,Ann Shuman,in this Codicil being $10,000.00 and "one-tenth (l!10th)of the income from my said trust during the term of her natural life".Neither of the individual cestui trust have any rights of invas- ion of principal. Further this Codicil in Paragraph Third devises the residue of decedent's estate,subject to the above bequests 'with the income (accept as above stated)be made a part of my foundation for the purposes set forth in my Last Will and Testament". Accountants suggest that the April 9th,1969 Codicil accelerated the charitable payments from the foundation from the death of Marian E.Powel- son to the death of the decedent.Accountants further suggest that the income earned by the foundation should be distributed ten (10%)percent to Marian E. Powelson during her lifetime and ten (10%)percent to Ann Shuman during her lifetime.The remaining eighty (80%)percent should be prorated to the nine charities according to the percentages set forth in the original Will.At the death of either Marian Powelson or Ann Shuman ninety (90%)percent of the income should be distributed to the charities and upon the death of both of the aforementioned individuals one hundred (100%)percent of the income shall be distributed to the named charities in the percentages designated in the September 27th,1966 Will. Question Number 2 Paragraph C of the September 27th,1966 Will bequeaths twenty-five (25%)percent of the income of the "Katherine E.Fawcett Charitable Founda- tion"to Lake Lynn Methodist Church of Lake Lynn,Pennsylvania.Your accountants have conflicting information as to the existence of the Lake Lynn Methodist Church and respectfully request that a date be set for hearing to determine this fact.In the event that the church has ceased to exist the net income to which the church had been entitled shall be paid and distributed to the Shriner's Hospital for Crippled Children,Philadelphia,Pennsylvania• .- ~\ Schedule B Additional Credits $462.14 30.00 50.00 20.00 361.39 .75 Mark J.Bales -cutting grass Russell Marino -Filing fee for Second and Final Account Mark J.Bales -Cutting grass Internal Revenue Service - Additional Tax on Principal Income Norma Jean Pees -Notary Fee 8 15 Aug. Principal-Personalty 1972 July 25 26 Sept.13 Income-Personalty 1972 Aug.15 Internal Revenue Service - Additional 1970 Fiduciary Income Tax on Accumulated Income Plus Interest 622.92 75.76 698.68 Pittsburgh National Bank Executor's Compensation 20.98 719.66 Total Additional Credits $1,181.80 ,, Schedule D SUGGESTED DISTRIBUTION OF BALANCE The estate has tax problems making a present final adjudication not feasible.The accountants desire,however,to make partial distribution to the trustees to the end that partial income payments may be distributed to the trust beneficiaries. Within the statutory presumption period the decedent made gifts to one, Ann Shuman,and her daughter and son-in-law in the total amount of $177,133.00.The accountants did not include this sum in the gross estate and the Commonwealth of Pennsylvania filed its appraisement wherein the tax was assessed at the rate of fifteen (15%)percent on the $177,133.00 in transfers allegedly made in contemplation of death.Judge Marino after hearing sustain- ed the Commonwealth's position and the accountants have appealed to the Supreme Court of Pennsylvania.This appeal is pending at No.82 March Term,1972 and will be argued d~ring the week of September 25th,1972. Seven hundred forty-five (745)shares of Penn Manufacturing stock was included in the inventory at a value of $400.00 per share.The Federal government has taken exception to this value and the final distribution is being held in abeyance pending a sale of the stock as a part of the sale of Penn Manufacturing Corporation.The federal estate tax determination is likewise held in abeyance pending the results of "the Supreme Court decision in the case abovementioned involving $177,133.00 in gifts. Depending upon the ~ppeal to the Supreme Court and what is hopefully felt to be an imminent sale of the company;including the seven hundred forty- five (745)shares of Penn Manufacturing Corporation the estate could be assessed a substantial amount of additional tax. In view of the fact that the Penn Manufacturing stock has not been sold and litigation is still pending,executor's commissions and/or further legal expenses have not been finally determined;and executors'commissions have not been included in the account. We respectfully request that assets in the amount of $250,000.00 be awarded to the executors to cover these contingencies and that the balance be awarded to the trustees. Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA 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 officiaJ legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March Sl,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 advertisement 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: .............J.\.u.gust 14..,2.~,.28..,l9.6.9 . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said nO~i adV~r.is'g d at all of the / allegations of this;ffifJflt a~to tJr :ime,ce and acte f e p blicati " are true.~.!. Sworn to "'"..c:::.:-~~---Ed;;;'; ........2.8.~b3'y of ~l.l.gJ.l.s.t ,19 ~.2 .. ............1rIiZZL.~~....e~..~~.=::_M tary Public KATHERINE C.YARD,NO~PubliC Washington,Washington 0.,Pa. My Commission ExpirM No,~mber 1,1969 EstateI;ices ......... ,Th ister of WiHs has granted letters,tamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. ••• ••••••• ••• • • •• FAWCETT,F.K.,Dec'd. Late of Borough of East Washington, I Washington County,Penna.Executors:M.ichael Beierlein.Harold.V.Fergus,Jr.,and Pittsburgh Na- I :tiona:1 Bank,6 South Main Street,Washington,Penna.15301..Attorneys:Martin,Zewe &Fergus, l 27 South College Stre.et,Washington,Penna.15301--.,---~-- Ob&er .Repo~ter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION ---------------------------------, • In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,55:. PeI'sonally appeal'ed before me,a Notary Public in and for said County and State,Ri..c.b.~.r.4 S..,C9.w.an ,who being duly slworn according to law,deposes and says that he is the S.ecr.e.tar.y . of the Obs:erver Publishing Company,a f'lenns,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 September 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,ines's at Washington,Washington County,Pennsyl· vania,where it or its predecessors have been established and published continuollsIy for more than six monthsl prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly a:s printed or pUblished in the Obs1erver-Reporter in its regula;r editions on the following date or dates;. ........................AugJ.lS.t J.3..,2.Q a.p4 2.7...,),..9..6.9.. that neither the affiant nor the Observer Publishing Company is interesrted in the subject matter of said notice or advertising and that all of the aUega- ~~~':.th~oJfidavit ,.to'hetimkZ:ZI?Ubl7tiOO r EXECUTORS'NOTICE Estate of F.K.FAWCETT,de·Iceased late of Borough of East Washington,Washington County.Penna.Letters Te"tamentary upon the above estate havinfl been granted totheundersigned,notice is hereby :given to those indebted thereto to,make immediate payment,and to ,those having claims or demands topresent'them for settlement. MICHAEL BEIERLEIN,HAROLDV.FERGUS,JR.,and PITTS· BURGH NATIONAL BANK, Executors6SouthMain StreetWashington,Pennsylvania 15301MARTIN,ZEWE and FERGUS Attorneys27SouthCollege Street Washington,Pennsylvania 1530169190·Wed.·3t ", Sworn to and W.267!52 subscribed before me this...2.7...day oLAu.gu..s.:t....1.9.69~~;~;~:!;y~~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.1972 ...• Harold V.Fergus,Sr.,Esquire 27 College Street Washington,Pennsylvania 15301 Dear Mr.Fergus: July 25,1972 • We enclose herewith copy of the Second and Final Account of the Estate of F.K.Fawcett which we have filed this date with the Clerk of Orphans'Court. We also enclose Depositions to be executed by Harold V.Fergus,Jr. and Michael Beierlein.our two Co-Executors,and would be pleased if you would see that they execute the same and deliver to the Clerk of Orphans' Court to be included in the file. Sincerely, ~Joseph w.L1nn Assistant Trust Officer JWLjj1m Enclosures UN July 25,1972 Second Christian Church (n~1 Fairhil1 Manor Christian Church) c/o Francis H.Patrono,Esqutre 80 East Chestnut Street Washington,Pennsylvania 15301 Gentlemen: We enclose herewith copy of our Second and Final Account filed by this ban!\.as Executor t along '«lith Hicheel Beier!ein and Harold V.Fergus,Jr., of the Estate of F.K Fawcett,deceased,uhich account ue have filed in the Office of the Register of Wills of Washington,County,Pennsylvania. This account ul11 be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, \rL.--- Joseph l-1.Linn Assistant Tru~t Officer Jt'1L/jlm Enclosure '"" IJ \I,, a:az=a!Ul!J2Ui3i&4 .... i I,j July 25,1972 Liberty Methodist Church R.D.116,Box 302 Washineton,Pennsylvania 15301 Gentlemen: We enclose herewith copy of our Second and Final Account filed by this bank as Executor,along with Michael Beierleln and Harold V.Fergus,Jr., of the Estate of F.K.Fm1cett,deceased,which account we have filed in the Office of the Register of llills of Washington County,pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, ~ Joseph 1'1,Linn Assistant Trust Officer .nIL/jim Enclosure \\ \\ \, \ " \\ L \ \~ \\ ...... July 25,1972 Chlldrens Hospital of Pennsylvania (Pittsburgh) c/o Mr.John Troan,Editor P~ealdent of Old Newsboys Campaign The Pittsburgh Press P.O~Box 566 Pittsburgh,Pennsylvania 15230 Gentlemen: lola enclose herewith copy of our Second and Final Account filed by this bank as Executor,along with Michael Be1erlein and Harold V.Fergus,Jr., of the Estate of F.K.Fawcett.deceased,which account we have filed in the Office of the RcgiGt~r of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, Joseph H.Linn Assistant Trust Officer JHL/jlm Enclosure /I • July 25,1972 Firat Methodist Church c/o Mr.George Ullom Chairman of Board of Trustees 70 Barre Wood Drive Washington,Pennsylvania 15301 Gcntlemen: Wc enclose herewith copy of our Second and Final Account filed by this bank as EJ,ecutor,along with Michael Beierlein and Harold V.Fergus,Jr., of the Estate of F.K.Fawcett,deceased,which account wo have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will.be preoented to the Court for Audit during the week beCinning september 11,1972. Sincerely, Joseph t-1.Linn Assistant Trust Officer .nfL/jIm Enclos.ure \.....~ '.. July 25,,1972 Friendship Community Church 1090 Weirich Avenue Waahington,Pennsylvania 15301 Gentlemen: We enclose herewith copy of our Second and Final Account filed by this bank as Executor,alone with Michael Belerlein and Harold 'v.Fergus,Jr., of the Estate of F.K.Fawcett,dece~sed,\'lhich account we have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11.1972. Sincerely, ~- Joseph W.Linn Assistant Trust Officer JWL/j1m Enclosure t I.,,. July 25,1972 Lnke Lynn Methodist Church c/o t.Burdette Coldren,Esquire Gallatin Bank Building Uniontown,Pennsylvania 15401 Gentlemen: We enclose herewith copy of our Secono and Final Account filed by this bank as Executor,along uith Michael Beierlein and Harold V.Fergus,Jr., of the Estate of F.K.Fawcett,deceased,which account we have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, Joseph W.Linn Assistant Trust Officer JWL/jlm Enclosure • July 25.1972 Shriner's Hospital for Crippled Children Office of the General Counsel 323 North Michigan Avenue Chicago,Illinois 60601 Attention:Paul E.Ibach.Esquire • Gentlemen: We enclose herewith copy of our Second and Final Account filed by this bank as Executor,along with Michael Beierlein and Harold V.Fergus,Jr., of the Estate of F.K.Fawcett,deceased,which account we have filed in the Office of the Register of Wills of Washington County.Pennsylvania. This account will be presented to the Court for Audit during the week begimling September 11,1972. Sincerely, ~:.--- Joseph W.Linn Assistant Trust Officer JUL/jlm Enclosure me ., July 25,1972 Mrs.Marian Powelson 184 Wilmont Avenue Washington,Pennsylvania 15301 Dear Mrs.Powelson: We enclose herewith ~opy of our Second and Final Account filed by this bank as Executor,along with Michael Belerleln and Harold V.Fergus,Jr., of the Estate of F.K.Fawcett,deceased,which account we have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September II,1972. Sincerely, Joseph l~.Linn Assistant Trust Officer JVIL/jlm Enclosure /. I 1 Mrs.Ann Schuman R.D.4z West Alexander,Pennsylvania Dear Mrs.Schuman: July 25,1972 15376 We enclose her~~ith copy of our Second and Final Account filed by this bank as Executor,along with Michael Beierlein and HaroldV.Fergus,Jr., of the Estate of F.R.Fawcett,deceased,which account we have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, ~~ Joseph H.,L1.nn Assistant Trust Officer JHL/jlm Enclosure • B.A.Franks,Esquire 611 Washington Trust Building Washington,Pennsylvania 15301 .Dear Mr.Franks: July 25,1972 • ·lle enclose herewith copy of our Second and Final Account filed by this bank as Executor,along with Michael Beierlein and Harold V.Fergus,Jr., of the Estate of F•.K.Fm~cett.deceased.which account we have filed in the Office of the Register of Wills of Washington County,Pennsylvania. This account will be presented to the Court for Audit during the week beginning September II,1972. Sincerely, ~. Joseph vI.Linn Assistant Trust Officer JVlL/jlm Enclosure • Washington Hospital l-11100n Avenue Washington,Pennsylvania 15301 Gentlemen: July 25,1972 •..., &:Z,i&i *4& We enclose herewith copy of our Second snd Final Account filed by this baw<as Executor,along with Michael Beierlein and Harold V.Fergus,Jr., of the Estate of F.K.Faucett,deceased,which account we have filed in the Office of the Register of lrl1Us of t-lashit18ton County"Pennsylvania. This account will be presented to the Court for Audit during the week beginning September 11,1972. Sincerely, Joseph t-l.Linn Assistant Trust Officer Jl1L/jlm Enclosure ,'-,• July 25,1972 SalvQtion Army Wentern Pennsylvania Divisional Headquarters 424 Third Avenue Pittsburgh,Pennsylvania 15219 Gentlemen: l .u lole enclose here~11th ~opy of our Second and Final Account filed by this banI:as Executor,alon"'''lith Michael Bcierle1n and Harold V.Fergus,Jr., of the Estate of F.K.Fatlcett,deceased.which account we have filed in the Office of the Reeister of Wills of Washington County,Pennsylvania. ThieaccOunt will bo presented to the Court for Audit during the week beginning September 11,1972. Sincerely, Joseph tv.Linn Assistant Trust Officer JWLJjlm Bnclosure ;1 • I /' ", ", .til • Q!ommoututa1t4 of ,tUUSYIUaUia,}ss.IhU1~il1glon aIonl1ly, . "• KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 6th day of August A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County -of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of --------- - --------- --- F.K.Fawcett late of Borough of East wa f5hington ------- ----- -- in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Bank Michael Beierlein,Harold V.Fergus,Jr.and Pittsburgh National / the Executor s in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said ,Register as aforesaid,do Michael Be1erlein,Harold V.Fergus,Jr.'and Pittsburgh National Bank committing unto Them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Them \ to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months hom the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this six t h day of August in the year of our Lord one thousand nine hundred and Sixty Nina L.,'..~ ~"'........ "'Xj "'•toot~l:"l IIIen GIt-f ~)-"'-f ~III ...."~0 $'a()'11 at1(1) (1)cT "'()cT :::(I)....ll'$'atotoot(I)SdPo• •...,\."' ....., ~"..--..&.-_.-......-.....-......:---'......,...._,....,__~*..,__._101_010<_..._ LAST WILL AND TESTAMENT I,F.K.FAWCETT,of Washington County,Pennsylvania, being of sound mind and memory do make,publish and declare this my Last Will and Testament,hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. FIRST:I direct my Executors to pay my just debts,the expenses of my last illness and my funeral expenses. SECOND:I give and bequeath all my jewelry,automobiles, clothing and other purely personal effects,as well as all household goods and equipment which I may own,to my daughter,MARIAN E.POWELSON, if she survives me. I give and bequeath to my daughter,MARIAN E.POWELSON,THIRD: the sum of Orie Hundred Thousand ($100,000.00)Dollars,provided she sur- vives me for a period of thirty (30)days. FOURTH:All the rest,residue and remainder of my estate,I give,devise and bequeath to my daughter,MARIAN E.POWELSON,MICHAEL BEIERLEIN,and PITTSBURGH NATIONAL Bk1K,Pittsburgh,Pennsylvania,as Trustees under the follOWing trusts. I.TRUSTS. A.1.My Trustees shall hold one-half (1/2)of the principal of the Trust Estate for the use and benefit of my daughter, ~=.--..........,.,...-.-._+:~~..'A.,X~._-_.)i '7'""'''.'f'--,r·''''It?'::"."'''--..;:ii4"';+,'!'#,to,*-~-lS."l!'ry:;_.:q:s lit .Q t -,!i.'i~.......'1_-'.~...,..,-t,""'j_.__,."..._~.., -_.""-.'~-"'-~-""-~-"~-""'-:~~"""""-"'".~.""~'-'.>-' ~.~"~.~..f1..._."~,';'....",,,,,,,,,~,,-,;"..,'"_ .........~","•~1~...~~...".-+_.,_•.:.._~,_~_~'.'*>". .. -'...'......,;-....-.~---,,_. -'~-"'-----~--~-----~_--"''''llUlIlilI·lI''ri!:Ie,.e .I..'.,, III " MARIAN E.POWELSON,and shall pay to her,or for her benefit,the net income therefrom in quarter-annual installments for and during her life- time.In the event the net income from this separate trust as well as the net income from the separate trust created below in Paragraph B.should be insufficient in the sole opinion of my Trustees to suitably provide for the same,my Trustees shall be authorized to disburse to or for the benefit of my said daughter so much of the principal of this separate trust,as my Trustees,other than my said daughter,in their sole discretion,shall deem advisable for her health,maintenance and support,provided,however,that funds from other sources are not readily available to her,to the end that she be maintained in the same standard of living to which she was accustomed during my lifetime. 2.Upon the death of my daughter during this trust for her benefit,or upon my death in the event my daughter fails to survive me,the principal of the Trust Estate,as it is then constituted, shall be held 1n perpetual charitable trust as hereinbelow provided in Paragraph C. B.1. ... My Trustees shall hold the balance of the principal of the Trust Estate for the use and benefit of my daughter, MARIAN E.POWELSON,and shall pay to her,or for her benefit,the net income therefrom in quarter-annual installments for and during her life- time. 2.Upon the death of my daughter during this trust for her benefit,or upon my death in the event my daughter fails to survive me,the principal of this separate trust,as it is then -2- -'r ;::f-··~~;~"'''''~'<~·-'''··,....,~... _............................----.:_---'---"------'----"--......._t,...~.....~ - " • •_.2 l constituted,shall be held in perpetual charltabJ,e_trus~as provided-in Paragraph C.below. C.Upon the death of my daughter,MARIAN E.POWELSON, 'or upon my death should she fail to survive me,the principal of the Trust Estate as provided in Paragraph A.above and the principal of the Trust Estate as provided in Paragraph B.above shall be held in perpetual charit- able trust,which trust shall be known as the "KATHERINE E.FAWCETT CHARITABLE FOUNDATION"in memory of my beloved wife,KATHERINE E.FAWCETT.My Trustees shall pay the net income therefrom as follows:. 1.Twenty-five per cent (25%)thereof to SHRINER'S HOSPITAL for CRIPPLED CHILDREN,Philadelphia,Pennsylvania. 2.Twenty five per cent (25%)thereof to LAKE LYNN METHODIST CHURCH OF LAKE LYNN,PENNSYLVANIA,for its general uses and purposes. 3.Ten per cent (10%)thereof to the FRIENDSHIP COMMUNITY CHURCH (located in the Community commonly called Log Pile), Washington,Pennsylvania,for their general uses and purposes. 4.Ten per cent (10%)thereof to THE FIRST METHODIST CHURCH,presently located at the corner of College Street and East Beau Street in the City of Washington,Pennsylvania,for its general uses and purposes. 5.Ten per cent (10%)thereof to the CHILDRENS HOSPITAL OF PENNSYLVANIA,through the Old Newsboys Campaign. -3- ., 6.Five per cent (5%)thereof to the LIBERTY &US:&_ METHODIST CHURCH AT ,VANKIRK,PENNSYLVANIA,for their general uses and purposes. 7.Five per cent (5%)thereof to the SECOND CHRISTIAN CHURCH,presently located on Montgomery Avenue,City of Washington, Pennsylvania. 8.Five per cent (5%)thereof to the SALVATION ARMY,Pittsburgh,Pennsylvania,to be used for its general purposes. 9.Five per cent (5%)thereof to WASHINGTON HOSPITAL, Washington,Pennsylvania,to be used for its general purposes. rIIn the event any of the said Churches should cease to exist or,would have ceased to exist but for the distribution here- from (as determined in the sole and absolute discretion of my Trustees which shall be conclusive and binding upon all persons concerned and without review) due to the congregation becoming too small to support such Church,then the net income to which such Church had been entitled shall be paid and distributed to the SHRINER'S HOSPITAL for CRIPPLED CHILDREN,Philadelphia,Pennsylvania.~ II.While in the hands of my Trustees,.neither the prin- cipal nor the income of the Trust Estate shall be liable for the debts of any beneficiary hereunder,nor shall the same be subject to seizure or attachment by any creditor of any beneficiary under any writ or pro- ceeding at law or in equity,and no beneficiary hereunder shall have any pm'1er to sell,assign,encumber,or in any manner to anticipate or -4- .~••__...."v.._':"""'_'.....__.,.~-•--_'.....---.....~'---_.........:.r"-.~'.,.,._..__--....,""""~-........_--_.~........-,~--.............,.,. dispose of his or her interest in the Trust Estate,or in the income produced thereby. III.As compensation for its services hereunder,my Corporate Trustee shall be entitled to deduct a reasonable fee,which fee shall be in accordance with the then prevailing rate of compensation charged by my Corporate Trustee for like services. FIFTH:In addition to the powers conferred by law,my Executors and Trustees shall have the following discretionary powers: A.To retain as an investment for my estate and the trust estate,without any duty of diversification,any and all property, real or personal,received hereunder,which shall specifically include the authority to retain any stocks in PITTSBURGH NATIONAL BANK without liability as a result of such retention. B.To invest and reinvest,including principal and accumulated income,in stocks,bonds,mortgages,securities or other property,real or personal,without being limited to the classes of securities or investments in which fiduciaries are authorized by law to invest trust funds.In addition,any divident or other increment or distribution received by my Trustee from a regulated investment company and held as an asset of the Trust Estate,attributable to or designated as capital gain realized by said investment company,shall be allocated to and become a part of principal. C.To sell any and all real estate held as an asset of -5- -- _____,_~_-----,-,-..........-~~-_- -_-"II!M!'I'~--. my estate and trust estate at '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 absolute,or for any less estate to any purchaser or purchasers, freed and discharged of any and all trusts hereunder. D.To sell,exchange,lease,encumber,option or otherwise dispose of all or any portion of my estate and trust estate in such manner and upon such terms and conditions as shall be deemed advisable,and which 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 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 in their own name 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.To vote by person or proxy any and all stock held in .' -6": .-.-_.....-,--,.----._---~-.-.-.------- .. ---..-----~---...,-~--~----------------._~.. • i.~.~..·1 •,t'. my estate and trust estate and to participate in any reorganization or merger of companies or corporations whose stock is so held. H.To borrow for the purpose of my estate or trust estate from any source,which shall include the authority to borrow from any separate trust created herein,and as security for·repayment,to hold or pledge the whole or any part of my estate or trust estate. I.My Trustees shall allocate to principal all stock dividends declared on stock held as an asset of the Trust Estate. J.To retain in kind and continue to operate as a going • concern during the administration of my estate and my trust estate,any busi- ness or business interest which I may own or have the controlling interest in at the time of my death,so long as such retention and operation is deemed advisable,and my fiduciaries shall be entitled to adequate and reasonable compensation for their services in connection with the operation of such busi- ness or business 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- ated,the full responsibility for the management and operation thereof may be 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.My fiduciaries,however,shall be authorized to sell or liquidate any such business or business interest,upon such terms and conditions and to such person or persons,corporation or corporations as they shall deem advisable. My fiduciaries shall be authorized to borrow from my estate or from the trust estate or from any other source,whatever money or moneys they deem advisable " -7- --,..,--------.-----.,.-....-'-------..------I i;4'..1 ----~-------------------~-----------------..,•• SIXTH: to enable them to operate such business or business interest in the best interest of my beneficiaries.My fiduciaries shall be without liability for any loss arising from or occasioned by the retention,operation and/or the sale or liquidation of any such business or business interest. I direct my Executors to payout of the principal of my residuary estate all Federal Estate,State Inheritance,Estate and Succession Taxes imposed upon or with respect to my estate or any property in which I may have an interest,including any property not forming a part of my testamentary estate but included in my gross estate for tax purposes ,except any property over which I have a taxable power of appointment in the event it shall be held that I have not exercised such power of appointment in this Will,at such times and in such manner as my Executors in their sole discretion shall deem advisable,and no such taxes or any portion thereof so paid shall be collected from or paid by any other person,persons,or corporations by way of reimbursement, proration,apportionment or otherwise. SEVENTH:I name and appoint my daughter,HARlAN E.POWELSON, MICHAEL BEIERLEIN,and PITTSBURGH NATIONAL BANK,Pittsburgh,Pennsylvania, as Executors of and Trustees under this,my Last Will and Testament.In the event either my said daughter or MICHAEL BEIERLEIN,whether at the time of my death or thereafter,should be unwilling or unable to serve in either capacity for any reason,I name and appoint HAROLD V.FERGUS,ESQUIRE,as Co-executor and/or Co-trustee in his or her stead,or in the event he should_ be unwilling or unable to serve in either capacity for any reason,I name and appoint his son,HAROLD V.FERGUS,JR.,ESQUIRE,as successor Co-executor and/or Co-trustee. -8- -~-....#"-~.-..._-..----"_..- -----:------------....,----------------~ _._._._-~--,_._._----~.._--_. No individual fiduciary shall be required to post bond or any additional security in any jurisdiction in which such fidu- ciary shall be required to serve. EIGHTH:I direct my Executors to employ HAROLD V.FERGUS,ESQUIRE, as counsel for my estate and my Trust Estate,or in the event he should be unwilling or unable to serve,I direct my Executors to retain the services of his son,HAROLD V.FERGUS,JR.,ESQUIRE,as counsel for my estate and Trust Estate. ./G -:-...)19 •- '} "'.J ?/&1.;'cJ /.j /;f ?Icc '·v/WITNESS my hand and seal this ~"_"-day of _~I\..:;;;)..:;...;;;,L.;.;:'-_~,..:..IY_'-_,L_·'_.-~_-._f,_,// ~,t(I;(..Jr'IJ-/. __..;.._",,-T_--,,~/i~..;,.'~""_(_);._1(_...L_/_l_.{_/_L_'J_/f (SEAL) Signed,sealed,published and declared by the above named Testa- tor,F.K.FAWCETT,as and for his Last Will and Testament,in the presence of us,who at his request,in his presence and in the presence of each other have hereunto subscribed our names as witnesses. Address .' -9- --"-"_.,"._._.,:...,.....~,~-...'..... .....----. ..........,;..~A.,.;...........:........_~:.J-~.~....~~~'11:<;.....:-.\,,".,3:""..;-~~-- T •"•• Subscribed and sealed by the Testator above named,in the presence I. rOf us,and each of us and at the same time published,declared and acknowledged J by him to us,to be a Codicil to his Last Will and Testament dated September 27./I 1966. -" b .. 1- ••~""""'-;.3 b.;:'..I:,.I,~~,,~.'.~.!.;o,J,,\~.~..........,~.'..~_....~.;.•~'.-4':"'''''''''_}....."'f -.;1:~':-''''.J.~_...\......Jt''~'';:~.........":.--~,........'"....~...... CODICIL TO THE Nailt .tl1 anb ill~!1tttment -of - F.K.FAWCETT 1,F.K.FAWCETT,of the Borough of East Washington,Washington ,County,Pennsylvania,declare this to be the sole Codicil to my Last Will and I, iTestament dated September 27,1966. I I FIRST.I hereby revoke the Third Paragraph of my Last I I I iWill and Testament and direct that the bequest therein shall be distributed as a part!.!i :of Paragraph Fourth of my Will. SECOND.I hereby revoke the appointment of my daughter, I Marian E.Powelson,as one of the Executors of and Trustee under my Last Will and; Ii Testament and hereby constitute and appoint Benjamin Brown of the City of Washing":' .I ton,Washington County,Pennsylvania, .also as a Co-Trustee. ! in her place or stead as a Co-Executor and: i THIRD.I hereby ratify and confirm my Last Will and IN WITNESS WHEREOF,I,F.K.FAWCETT,have to this,a Codicil, Thousand Nine Hundred Sixty-seven (1967). i! subscribed my name and' I set my hand and seal this to my Last Will and Testamen~,dated September 27,1966, r -:...:~/.~~day of /JJcl U in the year One-----'------ .;f1r!r CUIJ~1J- F.K.Fawcett (SEAL) ,< ... j; ji 'II,I! IiI, Ii II"I'tl • And Now,this • CODICIL TOMYIAST WILL AND TES TAME NT. c:/1'\day of April,1969,L F .K.FAWCETL of the Borough of East Washington,Washington County,Pennsylvania,being of sound mind and understanding,do make this Codicil to my last Will and Testament. FIRST:I do hereby revoke,and declare null and void any and all bequests made in my Last Will and Testament to my daughter,Marion Powelson,and make the following bequest,as her sole inheritance: I give devise and bequeath to my daughter Marian Powelson,the sum of term of her natural life. THIRD:All the rest residue and remainder of my estate,subject to the above bequests shall,with the income (except as above stated)be made a part of my foundation for the purposes set forth in my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto set my hand and seal the day and year first above written. The above codicil was executed and declared by the above named .testator as and for a codicil to his last will and testament before the undersigned witness,who signed as witness in the present of the said testator ••A.....:-.i,l:::.2.A.'.':'l (:,;i;.. :';)Y..~ .' • CODICIL • L F.K.FAWCETT,of Washington County,Pennsylvania I being of sound mind and memory do make,publish and declare this as a Codicil to my La.st Will '.-~(fYl.,~'<.--f Li7d<.(~£; and Testament hereby reaffirming my Last Will and Testament in all other respects1\i except as to the change made by this paper.I , I give,devise and bequeath to my daughter,Marian E.Powelson,the sum of One Hundred Thousand ($100,000.00)Dollars,provided she survives me for a period of thirty-one (31)days and also give her qj~lry,automobiles, clothing,furniture and other purely personal effects,as well ass uch house- hold goods and equipment I may owry (Li 71,.t'-':';&-d-'iti, ..I.t=iS-.-m.y:=fiIr=t:n.ef inw.at-i:@R-tha..t-:1::::sha1L.BpLd-is-pQS~·any.::.Oi.:ih~ re-B:e.1ying to-my·s-eH a .hfe=e.sta.te. IN WITNESS WHEREOE I have hereunto set my hand and seal,this day of June,1969. (SEAL) Signed,sealed,published and declared by the above named person, F.K.Fawcett,as and for a Codicil to his Last Will and Testament,in the presence of us,wh 0,in his presence,and in th!3 presence of each other,have, at his request,subscribed our names as witnesses thereto. r-.",..C~')L {){£..1...l'r ;",'"(1_.')•'-''-."_-,;,,:;,,-_,....,..;/..;;./.::::;1.-"-="='.>-==-._I'.... A;TO;;"~[YS AT L\',i .~,; ....7 C.,)LL::::~;::..;rl:•.,~1"ot Address ../ Address .~n"'SH·.·.Grcv..' r If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same:. To:Marian E.Powelson-Household goods,equipment &clothing-delivered 10/28/69 $8,008.50 Advance Distribution 8/16/71 110,000.00 Interest on specific bequest 7/26/70 to 8/16/71 at 3%-paid 8/16/71 3,492.50 To:Ann Schuman-Cash legacy paid 8/18/71 10,000.00 Interest on specific bequest 7/26/70 to 8/16/71 at 3%-paid 8/16/71 325.66 $131,826.66 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: (See Schedule ~) .., I COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~.<?~.I).doth depose and say that the facts set f~the foregoing petition are true to the best oL knowledge and belief. .......~~~~~to and sub~~;ibed-~b~f~;e And your petitioner will ever pray,etc. me this ~.:?~.J:!:day of.~~.~~l?~~!I}!?!::r:19.?g......~.~.~.~.~.~.\!E.~.lf l.'J:~~.~.?~~~~§l:~~•.••....•....•••........•.•...•....•• Signature of officer9:t~=-t._~.d-9e.~..~~.{;!-e.-<:Z-/ . .Notary PublicTl'tle of OffIcer . NORMJI.JEAN PEES Office expi res ,.,'.,.M,.:;~.';.J:':Hf."f:.ro;;,.\!,L:;e!-J:'.";~';:'.r.~••••••••• :.ij Com"li~$;on Expires December 29.1974 r-iI ,, No. Estate of F.K.Fawcett........----_ . Deceased Fiduciary..~.~~.t;.E!1?~.J:gh ~.~.~.~gD.'21J l??Il!-. 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:pa 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. ~!':~E~~~.-,~~~~~~._c?:_.~~~~~.~_ . Attorney "''-''2 ,,I "';.~4 f ,. ~<~:~>..:-:.~.~.:.~.~ .,<I ('~-.,I'_\.~to~.~..,l "'"~1..·t.1'1~"tl\ '1.:/fI.tl1 COMMONWEAL TH OF PENNSYLVANIA COll~TY OF ALLEGHENY :SS '~ .....\. ,"I Gary C.Gm)dlin,Ass istant Vic~PrEts ident ,of Pittsbu;gh,* National Bank,thf'within named accountant,bein-g duly sworn according to law,deposes and says TR·973 (10-74)NS that the foregoing account as stated is true and correct as he/she verily believes. 1./Notary P~blic Sworn and.subscribed before me"(,(,this .I.,).......day of_<'-•"'-1 .'.J.,.,JI,,. ''I' / ,>,./1'./{.(..r o.-l i .(',. I , :(,/ ,~~;;~A '-."I:~/f2'>.'/.:/,ZrJ'-?~~:\\(1:/th/./.,;p(/1/r./.'<7 \'QB~.-7'/.'::~)~I:.-::;:.J a-i'/;.c.v-,~I.''y_-',.~,/(/~/J pc';;>~.7 ( MARGARET D.GIES.Notary PUOII~ Pittsburgh.Allegheny County.Pa, :.:,;r.omm:SI'~lIn f,xplr~:I J!'l1P 7.1976 WASHINGTON'COUNTY:SS ) ) ) ) ) I do certify t hat I h a ve g i ve n leg a I notice to a II persons concerned 0 f the f iii ng 0 f the within account in the man n e r perscribed by Statute and Rule of Court,a s evidenced by proofs thereof filed t 0 ~o.i ~-:?".'(...'1 ;: Witness my hand and official seal this .,....-_...(.I.::..')~..-4'1'-.-'_ day of NT,,:.=':kl A ,=li,19 7-:;- ()_..,J¥~~L r:7.-;;L,...:..v-;,i li.f' Register/of Wills t -,I I I -.~j,t .i ~...c l:I-<•.L,~;\rj ~ 0\0 ~Ie--.......~~.'751 cor·'/'.1 :to':17 ~~E-!;;-:~e;,~ '-t..(f)Z ~Ji:.'I 1 0 "',-<::;:l CO I I ~)V 11)t::+.l .....'J ~0 .....J Z ..I .....0 <l>t:: U U H(f)t::c....."00 •<l>ctl~r.:':'j ,11) ~u ~::;:l (f)o ....O:::~J nr '-t..Z t ~.>f\~~0 ~-<0 ~l9 0:::t v ...~......,:~.--o-t ....(f)+.l ~~-0:::0:::0 r'lr:G1<:.,.-t'>f{11)0 (f)8 ~,~..H ~~~E-!I \.1..0.I ~~~~'.J l;\co .....-4 ""-J ..U ~, ..,'.•U ... r~"E-!-<~Hl:I-<B 1511.' "j"t::'::l (f)<l>~ ~E-!Z Z ~,"I U 'gAo \.J .....0 0 ::;:lb.O ...\f"\I ~~H ~.~\.~......~....U 19<1>CO 0 if)U l:I-<:c :>X""j~~0 ~·iiD·~~0:::.--lP-<...... 'J'-~~C:J H ~f',-u E 11):::::~>I:l.--l >- ~~0::~~eu "~I,U'"·O::Ot::l:I-<O ..11)'.,) ::.:;'i .....-~ctl;;::•ttl t::...... l:I-<Z -<H u~... CO \~I .~c 8"\~e-0 ,,-<if):I:0 .0 ......uo::::>,..c:+.l ..... ~~-.I o 1·...'0 ~\.J::.::~H-<''.....IU...c..."+.lb.Ot:-t 0:::~:I:."~::s~~~JI ~,.....0 ~,.H c..:::-'j..........I ~O·r-!~l:I-<:I:~0-:::O(f),..c:c·~.....~I 0 E-!1 ...,0:::Vl ~--0 11)::l I -<['--.co ?t::...c 0 ~:I:N:S:~.....U ":--\~'" -, ~" ,.... ....~_.._.,'''-"--1-""------'"~ TR·2 REV.1)-62, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF F.K.FAWCETT,DECEASED THIRD AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BRNK MICHAEL BEIERLEIN AND HAROLD V.FERGUS,JR. EXECUTORS NO.8078~-6 PITTSBURGH,PA. SUM MAR Y SCHEDULE A PRINCIPAL -PERSONALTY AUGUST 13,1975 Receipts Disbursements Pages 6-8 Pages 9-10 SCHEDULE B Balance 1,338,517 62 225.858 62 1,112,659 00 INCOME -PERSONALTY Receipts Disbursements .Pages 11-13 Page 14 SCHEDULE C Balance 392,413 87 44,49264 347,921 23 PRINCIPAL -REALr:t:q·"",;"' Receipts Disbursements Page 15 Page 15 SCHEDULE D II0100 INCOME -REALTY Receipts Disbursements Page 16 Page 16 Balance NET BALANCE 13,211 61 13,211 61 o 00 1,460,580 23 TR·2·A REV.9·62 F.K.FAWCETT THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Short Term Investments Ford Motor Credit Co.Demand Notes Oil and Gas Interest 0.046875 working interest Dollinger Well #2,Benezette Twp. Elk County,Pa 0.046875 working interest Hall Chase Well #1,Benezette Twp. Elk County,Pa 0.0625 working interest Green Glen #1 Sylvania,Brady Twp. Clearfield County,Pa 0.0625 working interest W.Plymire Well #1,Armstrong Twp. Indiana County,Pa 0.0625 working interest H.L.Gernandt Well #1,Walter Stark Farm,Grant Twp.,Indiana County,Pa 0.0625 working interest Howard Well #1,Gibson Twp. Cameron County,Pa 0.125 working interest Anna Kuhn Well #1,S.Huntington Twp. Westmoreland County,Pa 0.0625 working interest Clair Read Wells #1-2-3,Gaskill Twp. Jefferson County,Pa 0.0625 working interest A.Clark Well #1-176 C,Court House Dist.,Lewis County,W.Va 0.0625 working interest M.O.Smith Well #1-28 E,Hackers Creek Dist.,Lewis County,W.Va 0.0625 working interest F.A.Clark Well #1-95 E,Skin Creek Dist.Lewis County,W.Va 0.0625 working interest M.R.Clark Well #1-87 E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest R.N.Gay Well #1-113 E,Skin Creek Dist.Lewis County,W.Va 0.0625 working interest F.R.Hardman Well #1-77E,Skin Creek Dist.,Lewis County,W.Va -2- 150 00 250 00 '240 00 600 00 2,700 00 800 00 7,000 00 3,000 00 750 00 160 00 1,000 00 400 00 200 00 100 00 805,000 00 TR-2-A REV,9-62 F.K.FAWCETT 0.0625 working interest H.F.Hawkins Well #1-106E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest C.W.Hinzman Well #1-134E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest E.S.Lawson Well #1-88 E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest E.S.Lawson Well #l-IOOE,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest B.McNemar Well #1-80 E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest A.J.Reeder Well #1-46-E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest E.M.Roach Well #1-127 E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest Stalnaker Funeral Parlor Well #1-43 E Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest H.C.Summers et al Well #1-175 C Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest Union Drig.Co.Well#1-142 E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest L.A.Clark Well #1-165 C,Banks Dist. Upshur County,W.Va 0.0625 working interest W.H.Asp~nwall,Jr.Well #1-151 C and #2-154 C,Meade Dist.,Upshur County W.Va 0.0625 working interest J.C.McCoy Well #1-161 C,Meade Dist. Upshur County,W.Va 0.0625 working interest R.A.Morgan Well #2-196 E,Meade Dist Upshur County"W.Va 0.0625 working interest M.C.Potter Well #1-170 C,Meade Dist Upshur County,W.Va 0.0625 working interest B.M.Reed Well #1-180 C,Meade Dist. Upshur County,W.Va -3- 500 00 375 00 200 00 200 00 300 00 1,200 00 120 00 900 00 900 00 60 00 825 00 1,000 00 600 00 900 00 1,300 00 750 00 TR-2-A REV,9-62 F.K.FAWCETT 0.0625 working interest B.Riffle Well #1-174 C,Meade Dist. Upshur County,W.Va 0.0625 working interest S.Murphy Well #1-143 C,Union Dist. Upshur County,W.Va 0.0625 working interest B.N.Booth Well #2-14 UC,Warren Dist Upshur County,W.Va 0.0625 working interest H.A.Casto Well #1-30 C,Warren Dist. Upshur County,W.Va 0.0625 working interest in the H.A. Casto #2l-5l-C Well,Waren Dist. Upshur County,W.Va 0.0625 working interest H.A.Casto Well #1-66 C,Warren Dist. Upshur County,W.Va 0.0625 working interest H.A.Casto Well #1-67 C,Warren Dist. Upshur County,W.Va 0.0625 working interest J.L.Dawson Well #1-21 C,Warren Dist Upshur County,W.Va 0.0625 working interest N.Mick Well #1-25 C,#2-118 C,Warren Dist.,Upshur County,W.Va 0.0625 working interest W.W.Warner Well #1-32 C,Warren Dist Upshur County,W.Va 0.0625 working interest C.W.Reeder Well #3-l53E,Court House Dist.,Lewis County,W.Va 0.0625 working interest S.A.Lane Well #1-169E,Meade Dist. Upshur County,W.Va 0.0625 working interest Doy Helmick Well #1-198 UC,Washington Dist.,Upshur County,W.Va 0.0625 working interest Basil and Chas.Hinkle Well #1-200UC Washington Dist.,Upshur County,W.Va 0.0625 working interest Ishmael V.Hull Well #1-53E,Skin Cree Dist.,Lewis County,W.Va 0.0625 working interest F.C.McNemar Well #1-63E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest F.A.Clark Well #1-76E,Skin Creek Dist.,Lewis County,W.Va -4- 850 00 75 00 1 00 225 00 80 00 300 00 225 00 90 00 500 00 80 00 300 00 300 00 450 00 1,500 00 60 00 1,000 00 50 00 TR-2-A REV.9-62 F.K.FAWCETT 0.125 working interest J.S.Lane Well #1-374 5C,Banks Dist. Upshur County,W.Va 0.0625 working interest Major L.or Brent W.Hinkle Well #1-TR2-9UC,Warren Dist.,Upshur Count W.Va 0.0625 working interest George Anglin Well #l-llUC,Warren Dis Upshur County,W.Va 0.0625 working interest W.O.Hinkle Well #1-12UC,Warren Dist Upshur County,W.Va 0.0625 working interest E-M A Taylor Well #1-15E,Skin Creek Dist.,Lewis County,W.Va 0.0625 working interest Edward C.Wereley Well #1-129UC Warren Dist.,Upshur County,W.Va Miscellaneous Household goods,equipment and clothing Delivered to legatees See Exhibit No.1,page 14 of First and Partial Account The Penn Manufacturing Corp. Installment Judgement Note dated 6/30/75 with 8%interest Cash -distributed to legatees See Exhibit No.1,page 19 of Second and Final Account Cash -on hand INCOME -PERSONALTY Cash distributed to legatees 1 00 1 00 1 00 1 00 1 00 200 00 8,008 50 145,000 00 120,000 00 879 50 33,771 00 153,008 50 120,879 50 1,112,659 00 See Exhibit No.1,page 19 of Second and Final Account and page 17 of this accou t 348,533 29 Cash deficit ELt__= -5- 612 06 347.921 23 1,460,580 23 ,-_.._---_...- F.K.FAWCETT TR·2-A REV.9·62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Per Second and Final Account filed 1,215,592 62 AssetsP~rchased or Acquired General Electric Co.Demand Notes @ 100 as follows: !10/24/72 120,000.00 [ 11/21/72 118,000.00 I 1/2/73 118,000.00 II6/12/73 117,000.00 ! 1/2/74 117,000.00 3/6/74 116,000.00 4/23/74 123,000.00 10/31/74 123,000.00 1/2/75 123,000.00 7/10/75 182 ,000 !,O 0 Ford Motor Credit Co.Demand Notes as follows: 1/2/73 494,000.00 I 11/9/73 444,000.00 1/2/74 444,000.00 4/10/74 411,000.00 10/31/74 411,000.00 1/2/75 411,000.00 I 7/10/75 500,000.00 7/17/75 623,000.00 8/13/75 805,000.00 Gain on Sale of Assets 1975 July 22 Proceeds received in sale of 745 shs Penn Manufacturing Co.,Com.@ 565.00 per sh as follows: Installment Note Penn Manufacturing Corp.Installment i Judgement Note dated 6/30/75 with interest @ 8%150,000.00 Cash 270,925.00 420,925.00 Carrying value 298,000.00 122,925 00 Sale and Conversion of Assets Without Gain or Loss 1972 Oct ..24 Proceeds sale $127,000 General Electric Co. Short Term Loan @ 100 127,000.00 Carrying value 127,000.00 0 00,., -6- _aWl F.K.FAWCETT I ,e.,.,"".,.;~I Proceeds sale $494,000 Ford Motor CreditDec.22 Co I Short Term Loan @ 100 494,000.00 Carrying value 494,000.00 0 00 1975 Aug.5 Payments on account principal The Penn Manufacturing Corp.Installment Judgement Note dated 6/30/75 5,000.00 Reduction in carrying value of note 5,000.00 0 00 Proceeds sale Ford Motor Credit Co. Demand Notes @ 100,as follows: 11/9/73 494,000.00 Carrying value 494,000.00 °00 12/28/73 444,000.00 Carrying value 444,000.00 0 00 4/10/74 444,000.00 Carrying value 444,000.00 0 00 10/31/74 411,000.00 Carrying value 411,000.00 °00 12/30/74 411,000.00 Carrying value 411,000.00 0 00 7/10/75 411,000.00 Carrying value 411,000.00 °00 7/17/75 500,000.00 Carrying value 500,000.00 0 00 8/13/75 623,000.00 Carrying value 623,000.00 °00 Proceeds sale General Electric Co.Demand Notes @ 100,as follows: 11/21/72 120,000.00 Carrying value 120,000.00 °00 12/28/72 118,000.00 Carrying value 118,000.00 0 00 6/12/73 118,000.00 Carrying value 118,000.00 0 00 12/28/73 117,000.00 Carrying value 117,000.00 °00 3/6/74 117,000.00 Carrying value 117,000.00 0 00 4/23/74 116,000.00 Carrying value 116,000.00 0 00 10/31/74 123,000.00 Carrying value 123,000.00 0 00 12/30/74 123,000.00 Carrying value 123,000.00 0 00 -7- Il..u.u_ .~ F.K.FAWCETT TR-2-A REV.9·62 7/10/75 123,000.00 Carrying value 123,000.00 0 00 8/13/75 182,000.00 Carrying value 182,000.00 0 00 0 00 1,338,517 62 I I I ! , I , -8-, F.K.FAWCETT TR-2-A REV.9-62 DISBURSEMENTS Per Second and Final Account filed Administrative Expenses 1972 July 26 Russell Marino,Clerk of Orphans'Court Filing Second and Final Account Sept.14 Norma Jean Pees Notary fee re audit petition 50 00 75 133,810 13 Nov.24 Smith Brothers 50 copies of Income Tax 50 copies of Income Tax brief for Appellant 397.50 Record for Appellant 1,584.81 1,982 31 1973 Nov.14 1975 Aug.5 Fergus,Martin &Fergus Reimbursement for costs advanced inre Appeal to Supreme Court The Penn Manufacturing Co. Reimbursement for 1/2 of legal services paid to Reed,Smith,Shaw &McClay Expenses re maintenance and preservation of vacant lot situate 688 East Beau St. East Washington,Pa 102 00 8·7912 Mark J.Bates Grass cutting -paid 7/25/72 and 8/8/72 Ernest C.Cramblet 1972 Boro.&School Taxes paid 9/19/72 50.00 54.00 104 00 Harold V.Fergus Attorney's fee 10/24/72 11/14/73 2/28/74 as follows: advance on account balance 7,000.00 5,000.00 5,661.00 17,661 00 Amount reserved for Final Court Costs 8 Michael Beierlein Executor's compensation 1973 Nov.16 1974 Apr.8 Pittsburgh National Bank Executor's compensation Harold V.Fergus,Jr. Executor's compensation 33,000 00 I 16,500 00 ,, I 16,500 00 100 00 86,879 18 -9-- F.K.FAWCETT TR-2-A REV.9-62 [I II Loss on Sale or Conversion of Assets 1973 Dec.5 Net salvage from plugging and abandoning M.E.Larkin Well #1-137E Skin Creek Dist i Lewis County,W.Va 107.08 I Carrying value 150.00 42 92 Other Taxes 1972 Aug.15 Internal Revenue Service Additional 1970 Fiduciary Income Tax per audit 361 39 I I 1973 IJune12InternalRevenueService Federal Estate Tax 1,025 39 1975 Aug.20 Russell Marino,Register and Agent for the Commonwealth Balance due on Pa Transfer Inheritance Ta 3,739 61 5,126 39 225,858 62 I I I I I ! ; I ==-10- TR-2-A REV.9-62 F.K.FAWCETT SCHEDULE B INCOME -PERSONALTY RECEIPTS Per Second and Final Account filed Dividends Penn Manufacturing Corp.,Com. 745 shs -1/27/75 181,492 98 16,390 00 ... I Interest -Notes The Penn Manufacturing Corp. Installment Judgement Note dated 6/30/75 with interest @ 8% $145,000 -6/30/75 to 7/30/75 Interest -Short Term Investments Principal Investments Ford Motor Credit Co.Short Term Loan $494,000 to 12/28/72 General Electric Co.Short Term Loan $127,000 to 10/24/72 General Electric Co.Demand Notes $120,000 to 11/21/72 r18,000 to 12/28/72 118,000 to 6/12/73 117,000 to 12/28/73 117,000 to 3/4/74 116,000 to 4/23/74 123,000 to 10/31/74 123,000 to 12/30/74 123,000 to 7/10/75 182,000 to 8/13/75 Ford Motor Credit Co.Demand Notes $494,000 to 11/9/73 444,000 to 12/28/73 444,000 to 4/10/74 411,000 to 10/31/74 411,000 to 12/30/74 411,000 to 7/10/75 500,000 to 7/17/75 623,000 to 8/13/75 Income Investments Ford Motor Credit Co.Short Term Loan $134,000 to 10/4/72 General Motors Acceptance Corp.Short Ter Loan $13,000 to 12/28/72 -11- 1,000 00 16,451 43 4,760 33 496 36 660 32 I3,458 79 5,461 87 1,593 73 1,306 51 6,104 96 1,780 69 4,0.03 42 1,108 96 33,028 10 5,249 37 10,079 61 21,925 74 6,041 54 13,766 69 603 22 3,028 42 141,010 06 2,745 83 618 56 F.K.FAWCETT TR-2-A REV.9-62 Ford Motor Credit Co.Demand Notes !$111,000 to 12/28/72 1,421 93 111,000 to 12/28/73 8,733 46 111,000 to 1/17/74 393 20 I General Motors Acceptance Corp.Demand Notes $13,000 to 10/24/73 821 79 48,000 to 12/28/73 742 73 48,000 to 1/17/74 170 02 15,647 52 Income -Oil and Gas Leases Union Drilling Inc. Net proceeds from sale of gas from vario s wells July 1972 to July 1975 Fairman Drilling Co. Gas sales from vari09s wells June 1972 to June 1975 Empordium Trust Co.,Agent for Fairman Drilling Co. Net proceeds from various gas wells Jun~1972 to May 1975 Income transactions on income designated for charities prior to distribution Assets Purchased General Electric Co.Demand Notes 1/25/74 199,000.00 General Motors Acceptance Corp. Demand Notes 5/23/74 10,000.00 Sale of Assets Without Gain or Loss General Electric Co.Demand Notes sold 6/13/74 199,000.00 Carrying value 199,000.00 0.00 18,455 78 11,619 81 649 39 30,724 98 General Motors Acceptance Corp. Demand Notes sold 6/13/74 10,000.00 Carrying value 10,000.00 Interest -Short Term Investments 0.00 °00 General Electric Co.Demand Notes $199,000 to 6/13/74 6,485.54 Less:Executor's compensation 389.13 6,096 41 General Notes 10,000 Less: Motors Acceptance Corp.Demand to 6/13/74 55.23 Executor's compensation 3.31 -12- 51 92 6,148 33 F.K.FAWCETT TR-2-A REV.9-621 Assets Pu~chased Ford Motor Credit as follows: 10/4/72 1/2/73 1/2/74 Co.Demand Notes @ 100 111,000.00 111,000.00 111,000.00 General Motors Demand Notes 1/2/73 10/24/73 1/2/74 Acceptance Corp. @ 100,as follows: 13,000.00 48,000.00 48,000.00 1972 Oct.4 I Sale and Conversion of Assets Without Gain or Loss Proceeds sale $134,000 Ford Motor Credit Co Short Term Loan @ 100 134,000.00 Carrying value 134,000.00 Dec.28 Proceeds sale $13,000 General Motors Acceptance Corp.Short Term LoanI@10013,000.00 \Carrying value 13,000.00 I Proceeds sale General Motors Acceptance Corp.Demand Notes @ 100,as follows: °00 o 00 10/24/73 13,000.00 ICarryingvalue13,000.00 °00 12/28/73 48,000.00 Carrying value 48,000.00 o 00 Proceeds sale Ford Motor Credit Co. Demand Notes @ 100,as follows: 12/28/72'111,000.00 Carrying value 111,000.00 o 00 12/28/73 111,000.00 Carrying value 111,000.00 o 00 0 00 392,413 87 , -13- TR-2-A REV.9-621 .._._------------------------- F.K.FAWCETT DISBURSEMENTS Per Second and Final Account filed 21,523 65 Internal Revenue Service Additional 1970 Fiduciary accumulated income Interest to 7/27/72 paid 8/15/72 Income Tax on 622.92 75.76 698 68 Fee for preparation and filing 1972 to 1974 Pa.Fiduciary Income Tax Returns paid 7/30/73 to 8/1/75 Pa.Dept.of Revenue 1973 Pa.Fiduciary Income Tax paid 3/29/74 Internal Revenue Service 1973 Federal Income Tax paid 3/29/74 Transaction charges re sale of Short Term Investments -paid 7/14/75 to 8/7/75 Russell Marino,Register &Agent for the Commonwealth Interest on Pa.Transfer Inheritance Tax to 8/26/75 paid 8/20/75 Pittsburgh National Bank Executor's compensation on income on mineral interest Expenses re Oil and Gas Leases Union Drilling Inc. Operating expenses re various wells July 1972 to June 1975 Emporium Trust Co.,Agent for Fairman Drilling Co. Operating expenses re various wells June 1972 to May 1975 Fairman Drilling Co. Operating expenses re various wells to March 1974 -14- 60 00 174 94 1,124 08 75 00 1,084 49 10,442 85 1,997 12 7,274 67 25 33 11 83 15,657 16 7,311 83 44,492 64 F.K.FAWCETT TR-2-A REV.9-62 II I I I SCHEDULE C I PRINCIPAL -REALTY RECEIPTS Per Second and Final Account filed 48,080 00 DISBURSEMENTS I Per Second and Final Account filed 48,080 00 I , ! II , -15- Mama -- ------- ..,. .. F.K.FAWCETT TR·2·A REV.9-6~ iI !SCHEDULE D INCOME -REALTY I RECEIPTS I, Per Second arid Final Account filed 13,211 61 I I I I I IDISBURSEMENTSI IPerSecondandFinalAccountfiled13,211 61 I I , I I I I -16-L&..-- F.K.FAWCETT -l TR·2·A REV,9.621 EXHIBIT NO.1 IPRINCIPAL-PERSONALTY Per Second and Final Account filed 128,008 50 I INCOME -PERSONALTY Per Second and Final Account filed 3,818 16 Marian Powelson Income distributions 10/4/72 to 7/21/75 32,662 26 I Ann Shuman I Income distributions I10/4/72 to 1/17/74 32,662 26 Friendship Community Church Income distributions I 6/18/74 to 7/22/75 27,939 06 First United Methodist Church Income distributions 6/18/74 to 7/22/75 27,939 06 Old Newsboy's Children Hospital Fund Income distributions I 6/18/74 to 7/22/75 27,939 06 Liberty United Methodist Church at Van Kirk Pa. Income distributions 6/18/74 ,to 7/22/75 13,969 53 Fairhi11 Manor Christian Church Income distributions 6/18/74 to 7/22/75 13,969 53 Salvation Army Income distributions 6/18/74 to 7/22/75 13,969 53 Washington Hospital Income distributions 6/18/74 to 7/22/75 13,969 53 Shriners Hospital for Crippled Children Income distributions 6/18/74 139,695.31 Less:$2,500 per year payable to Lake Lynn Community Church 15,000.00 124,695 31 Lake Lynn Community Church Income distributions 6/18/74 15,000 00 279,390 61 348,533 29 -17- ~4.p -- COIDlONWEALTH OF PENNSYLVANIA •SS COUNTY OF \'lASHINGTON Michael Beierlein accountant,being duly sworn according to law,deposes and says that .letters the above named testamentary were granted to Michael Beierlein &Harold V.Fergus,Jr. and Pittsburgh National Bank and advertised more than six months prior to the filing hereof;that the disbursements shown in the account have been made to the parties entitled thereto;that the Sworn and.subscribed before me this account is true and correct as he verily believes.~~ d~day of,*f~£e!r '19--0 ~/~ Notary PubliCO" TIE L YoU NG Nc,tary PublicCHARLO• , Washington,Washington Co.,Pa.748 My commission Expires August 3.19 TR·Q711 (4-781 NI COMMONWEALTH OF PENNSYLVANIA .55 COUNTY OF WASHINGTON Harold V.Fergus,Jr. accountant,being duly sworn according to law,deposes and says that letters the above named testamentary were granted to Michael Beierlein &Harold V.Fergus,Jr. and Pittsburgh Nati.onal Bank and advertised more than six months prior to the filing hereof;that the disbursement$shown in the account have been made to the parties entitled thereto;that the account .is true and correct as he verily believe Sworn and subscribed before me this _......A<--~_~_7 __day Of_--S.:'~~.-=;p.L;..Ld-.:~~~~~4r-~·_.195 CHARLOTTE L.YOUNG.Nvtary Public Washington,Washington Co.,Pa.. My Commission Expires August 3,197'I? TR·1l711 (4-711)NI ,- ,;\ 6 t--,No.80789-6 ( t' ~n t1}t <1tnun nf Q!nmmnnJltttli nt IIttslfiuutnn <1tnuntY9 Jtunsylttttnitt ®rp4ttns 9 <1tnurt iittisinn J ESTATE OF F.1<.FAWCETT, Deceased N 63-69-9020.--'-_.,...-_.,...-_----:-_ Third &Final and Supplemental In the matter Qfthe-- -.-Pittsburgh National Bank,Mlchael Account of Be i e r 1e ina nd Ha r old V. Fergus,Jr.,Executors ADJUDICArlON AND DECREE An now Jan ~a r y I {'It ,19~,this matter came on for hearing, audit and distribution of this'session and testimony taken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $1 ,471,142.78 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. ~.. -J. SCHEDULE OF DISTRIBUTION Balance per account and Supplement to Third Account .1 Less:Househ61d goods"equipme~t,clothing and cash distributed per Exhibit No.1 of First and Second Accounts Filed £76,541.7 Balance ---,I Deduct Clerk's Costs &Receipts 1 Attorney·_----:F_e::.:r~g-=u-=-s...z.,------=--~.:.::la=__=r:...;t::..:i::..:n__=____&_=__:._:_F-=-e-=-r_i2g'_.:u_=s__'_1 To:Pittsburgh National Bank,Harold V.Fergus Jr.and Michael Beierlein,Trustees under the Will of F.1<.Fawcett,Deceased,for the I<atherine E.Fawcett Charitable Foundation. Balance as follows on Page Two. $1 ,47 1 ,142 •78 $994,600.99 ~.,,...'~ I' f, I I i •i ..L.:a... ," U')• -J<! .....JCL 3:;0.'C;.u..C~7 ~.(, .' ~noC:J..-foo-to. •#80789-6 F.K.FAWCETT,DECEASED WASHINGTON COUNTY DECREE PRINCIPAL -PERSONALTY Short Term Investments Ford Motor Credit Co.,Demand Notes General Electric Co.,Demand Notes Oil and Gas Interest 0.046875 working interest Dollinger Well #2,Benezette Twp. Elk County,Pa. 0.046875 working interest Hall Chase Well #1,Benezette Twp. Elk County,Pa. 0.0625 working interest Green Glen #1 Sylvania,Brady Twp. Clearfield County,Pa. 0.0625 working interest W.Plymire Well #1,Armstrong Twp. Indiana County,Pa. 0.0625 working interest H.L.Gernandt Well #1,Walter Stark Farm,Grant Twp.,Indiana County,Pa. 0.0625 working interest Howard Well #1,Gibson ~lp. Cameron County,Pa. 0.125 working interest Anna Kuhn Well #1,S.Huntington Twp. Westmoreland County,Pa. 0.0623 working interest Clair Read Wells #1-2-3,Gaskill Twp. Jefferson County,Pa. 0.0625 working interest A.Clark Well #1-176 C,Court House Dist.,Lewis County,W.Va. 0.0625 working interest M.o.Smith Well #1-28 E,Hackers Creek Dist.,Lewis County,W.Va. 0.0625 working interest F.A.Clark Well #1-95 E,Skin Creek Dist.Lewis County,W.Va. 0.0625 working interest M.R.Clark Well #1-B7 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest R.N.Gay Well #1-113 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest F.R.Hardman Well #1-77E,Skin Creek Dist.,'Lewis County,W.Va. -2- $804,000.00 6,000.00 $810,000.00 150.00 250.00 240.00 600.00 2,700.00 800.00 7,000.00 3,000.00 750.00 160.00 1,000.00· 400.00 200.00 100.00 #80789-6 F.R.FAWCETT,DECEASED WASHINGTON COUNTY DECREE 0.0625 working interest H.F.Hawkins Well #1-106E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest C.W.Hinzman Well #1-134E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest E.S.Lawson Well #1-88 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest E.S.Lawson Well #l-IOOE,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest B.McNemar Well #1-80 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest A.J.Reeder Well #1-46-E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest E.M.Roach Well #1-127 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest Stalnaker Funeral Parlor Well #1-43 E Skin Creek Dist.,Le~.;is County,W.Va. 0.0625 working interest H.C.Summers et al Well #1-175 C Skin Creek Dist.,Lewis County, W.Va. 0.0625 working interest union Drig~Co.Well #1-142 E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest L.A.Clark Well #1-165 C,Banks Dist. Upshur County,W.Va. 0.0625 working interest W.H.Aspinwall,Jr.Well #1-151 C and #2-154 C,Meade Dist.,Upshur County, W.Va. 0.0625 working interest J.C.McCoy Well #1-161 C,Meade Dist. Upshur County,W.Va. 0.0625 working interest R.A.Morgan Well #2-196 E,Meade Dist. Upshur County,W.Va. 0.0625 working interest M.C.Potter Well #1-170 C,Meade Dist. Upshur County,W.Va. 0.0625 working interest B.M.Reed Well #1-180 C,Meade Dist. Upshur County,W.Va. -3- 500.00 375.00 200.00 200.00 300.00 1,200.00 120.00 900.00 900.00 60.00 825.00 1,000.00 600.00 900.00 1,300.00 750.00 ..#80789-6 F.K.FAWCETT WASHINGTON COUNTY DECREE 0.0625 working interest B.Riffle Well #1-174 C,Meade Dist. Upshur County,W.Va. 0.0625 working interest S.Murphy Well #1-143 C,Union Dist. Upshur County,W.Va. 0.0625 working interest B.N.Booth Well #2-14 UC,Warren Dist. Upshur County,W.Va. 0.0625 working interest H.A.Casto Well #1-30 C,Warren Dist. Upshur County,W.Va. 0.0625 working interest in the H.A.Casto #21-51-C Well,Warren Dist. Upshur County,W.Va. 0.0625 working interest H.A.Casto Well #1-66 C,Warren Dist. Upshur County,W.Va. 0.0625 working interest H.A.Casto Well #1-67 C,Warren Dist. Upshur County,W.Va. 0.0625 working interest J.L.Dawson Well #1-21 C,Warren Dist. Upshur County,W.Va. 0.0625 working interest N.Mick Well #1-25 C,#2-118 C,Warren ·,Dist.,Upshur County,W.Va. 0.0625 working interestw.W.Warner Well #1-32 C,Warren Dist. Upshur County,W.Va. 0.0625 working interest C.W.Reeder Well #3-153E,Court House Dist.,Lewis County,W.Va. 0.0625 working interest S.A.Lane Well #1-169E,Meade Dist. Upshur County,W.Va. 0.0625 working interest Doy Helmick Well #1-198 UC,Washington Dist.,Upshur County,W.Va. 0.0625 working interest Basil and Chas.Hinkle Well #1-200UC Washington Dist.,Upshur County,W.Va. 0.0625 working interest Ishmael V.Hull Well #1-53E,Skin Creek Dist.,Lewis County,W.Va. 0.0625 working interest F.C.McNemar Well #1-63E,Skin Creek Dist.,Lewis,County,W.Va. 0.0625 working interest F.A.Clark Well #1-76E,Skin Creek Dist.,Lewis County,W.Va. -4- 850.00 75.00 1.00 225.00 80.00 300.00 225.00 90.00 500.00 80.00 300.00 300.00 450.00 1,500.00 60.00 1,000.00 50.00 #80789-6 F.K.FAWCETT WASHINGTON COUNTY DECREE 0.125 working interest J.S.Lane Well #1-374 5C,Banks Dist. Upshur County,W.Va. 0.0625 working interest Major L.or Brent W.Hinkle Well #1-TR2-9UC,Warren Dist.,Upshur County,~I\T.Va. 0.0625 working interest .George Anglin Well #l-llUC,Warren Dist. Upshur County,W.Va. 0.0625 working interest W.o.Hinkle Well #1-12UC,Warren Dist. Upshur County,W.Va. 0.0625 working interest E-M A Taylor Well #1-15E,Skin Creek Dist.,Lewis County,W.Va. ----------~-------------------------. 1.00 1.00 1.00 1.00 1.00 0.0625 working interest Edward C.Wereley Well #1-129UC Warren Dist.,Upshur County,W.Va. Miscellaneous The Penn Manufacturing Corp. Installment Judgment Note dated 6/30/75 with 8%interest Cash INCOME -PERSONALTY Cash 200.00 33,771.00 125,000.00 15,158.50 983,929.50 994,600.99 HP:ma -5- I', ;'~-~ ~:'."J ._.r"':,.••,•.''.~.~'".\-,~...,'...,...~.._." IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF F.K.FAWCETT,DECEASED FIRST AND PARTIAL ACCOUNT OF PITTSBURGH NATIONAL BRNI-< MICHAEL BEIERLEIN AND HAROLD V.FERGUS,JR. EXECUTORS I':. .- I·.··'l. j 11'1, t~!11 NO.80789-6 PITTSBURGH,PA.JULY 23,1970 ! I ~ SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 4,5 and 6 $831,533.16 Amount transferred from Principal-Realty 40,120.00 $871,653 16 Disbursements Pages 7,8 and 9 47.771 02 Balance $823,882 14 SCHEDULE B INCOME-PERSONALTY .' ~.. Receipts Page 10 $44,124.90 Amount transferred from Income-Realty 9,525.18 $53,650 08 Disbursements Page 11 2.706 53 Balance 50,943 55 SCHEDULE C PRINCIPAL -REALTY .Receipts Page 12 $46,200 00 Disbursements Page 12 $2,380.00 Amount transferred to Principal-Personalty 40,120.00 42.500 00 I:.1 Balance 3,700'00 SCHEDULE D INCOME -REALTY Receipts Page 13 $13,211 61 Disbursements Page 13 $1,272.25 Amount transferred to IIncome-Personalty 9,525.18 10.797 43 I Balance 2.41lt.18 ..NET BALANCE $880,939 87 i1III I! I i \ .-" ..~,-_."'-_.'---...'•",..''....,._....~...:~~~.....__....._.,.....~,_.....~>k<.......•.Jo _,'~••',"."~...H ~,.'-~..,".................-".-.- -_.~._......_..,...,'""........,;.----::"...~....~~:."..~-_.,,"'-.";."",,,,~...,,.>"",,;...,'.~d_.~~~""~u'"Y·,,·E i F.K.FAWCETT I 'R.ZA REV.e-eZ THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Stock Penn Manufacturing Corp.of Washington, Pa. 745 shares Capital Bonds United States Treasury Bills $75,000 due 9/30/70 Montgomery Ward Credit Corp.Paper $265,000 due 8/26/70 105,000 due 8/17/70 Ford Motor Credit Co.Short-Term Loan General Electric Co.Short-Term Loan General Motors Acceptance Corp. Short-Term Loan Miscellaneous Household Goods,Equipment and Clothing Delivered to legatee See Exhibit No.1,page 14 Cash INCOME -PERSONALTY Bonds $71,071 98 254,731 25 100,823 33 260,000 00 50,000 00 79,000 00 $ $ 1 00 815",626 56I I8,008 50 246 08 823,882 14 United States Treasury Bills $30,000 due 12/31/70 20,000 due 12/31/70 Cash Amount forwarded -2- ---~-~---~------ $28,681 00 19,414 61 2,847 $ 50.943 55 874,825 69 ,. ,...~,- F.K.FAWCETT -""':?===:: :'.2A REV.e-e2 ! Amount forwarded $,874,825 69 PRINCIPAL -REALTY Irregular lot situate 688 East Beau I!Street,East Washington Borough, Washington County,Pa.3,700 00 •" ')i INCOME -REALTY i I 2,414 18 j Cash ! ! $880,939 87 I[ \ -. I I , .'.' '. -3- I 0'l ~,! F.K.FAWCETT ;; SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS I I $831,278 16 31,332 67 71,071 98 100,823 33 254,731 25 Inventory filed Assets Purchased or Acquired 5 $32,000 Montgomery Ward Credit Corp.Paper $ 22 $75,000 United States Treasury Bills ~b.19 $105,000 Montgomery Ward Credit Corp.Paper 27 $265,000 Montgomery Ward Credit Corp.Paper .970-an. ~r.10 $42,000 General Motors Acceptance Corp. Short-Term Loan 42,000 00 17 $28,000 General Motors Acceptance Corp. Short-Term Loan 28,000 00 une 12 $59,000 General Motors Acceptance Corp. Short-Term Loan 59,000 00 3 $310,000 Ford Motor Credit Co.Short-Term Loan 310,000 00 7 $79,000 General Motors Acceptance Corp. Short-Term Loan 79,000 00 13 $260,000 Ford Motor Credit Co.Short-Term Loan 260,000 00 16 $50,000 General Electric Co.Short~Term Loan 50,000 00 Cash disbursed to purchase or acquire above assets $1,285,959 23 1,285,959 23 o 00 -969,ct ..22 Sale and Conversion of Assets without Gain or Loss Proceeds sale 2 shares George Washington Hotel Corp.Cap.at 10 $20.00 Carrying value 20.00 $o 00 Ii I!I~.I 831,278 16°00 $ °00 42.50 42.50 ------if---H------t-- Amounts forwarded -4- Proceeds sale 1 lot of miscellaneous jewelry Carrying value 7[ov. ~-.....---------- ,' ."F.K.FAWCETT .",,--,x::: 1-2,\REV.&-412 $ .0 00 ~831,278 16Amountsforwarded ? Proceeds redemption Pittsburgh National Bank Certificates of Deposit at 100 ,as follows: 1~/3l/69 -#33668 dated 12/30/68 $34,000.00 Carrying value 34,000.00 0 00 1/4/70 -#33673 dated 1/4/69 27,000.00 Carrying value 27,000.00 0 00 1/6/70 -#33671 dated 1/3/69 23,000.00 Carrying value 23,000.00 0 00 1/13/70 -#33677 dated 1/11/69 27,000.00 Carrying value 27,000.00 0 00 2/10/70 -#33686 dated 2/9/69 25,000.00 Carrying value 25,000.00 0 00 2/10/70 -#33685 dated 2/8/69 12,000.00 0.Carrying value 12,000.00 0 00 2/17/70 #33688 dated 2/17/69 28,000.00 .-·0 Carrying value 28,000.00 0 00 2/17/70 -#33687 dated 2/14/69 39,000.00 Carrying value 39,000.00 0 00 2/25/70 -#33690 dated 2/24/69 42,000.00 ICarryingvalue42,000.00 0 00 2/25/70 -#33689 dated 2/22/69 221,000.00 Carrying value 221,000.00 0 00 7/2/70 -#2793 dated 7/1/69 210,000.00 Carrying value 210,000.00 0 00 970 pro 6 Proceeds redemption $32,000 Montgomery Ward Credit Corp.Paper at 100 (portion of proceeds applicable to " principal)31,332.67 Carrying value 31,332.67 0 00 17 Proceeds sale $42,000 General Motors Acceptance Corp.Short-Term Loan at 100 42,000.00 Carrying value 42,000.00 0 00 ~ne 12 Proceeds sale $28,000 General Motors Acceptance Corp.Short-Term Loan at 100 28,000.00 Carrying value 28,000.00 0 00 Amounts forwarded $0 00 $831,278 16 -5- 0"• II I: I I i IIt F.K.FAHCETT a±±±*S*5 ~ R-ZA REV.lil-4IZ 831,278116Amountsforwarded$0 00 $ L970 Tuly 1 Proceeds withdrawal Pittsburgh National Bank savings account #2161 $99,390.51Carryingvalue99,390.51 .0 00 2 Proceeds redemption $19,000 Bonds United states Savings Series H at 100 19,000.00 Carrying value 19,000.00 0 00 7 Proceeds sale $59,000 General Motors Acceptance Corp.Short-Term Loan at10059,000.00Carryingvalue59,000.00 0 00 13 Proceeds sale $310,000 Ford Motor Credit Co.Short-Term Loan at 100 310,000.00 , Carrying value 310,000.00 0 00 0 00 Miscellaneous . 969 :iov.25 Treasurer of the United States - Social Security lump-sum death benefit -255 00 $831,533 16 Amount transferred from Principal-Realty Iforinvestment40,120 00 J $871,653 16. I' I -' ..I -6- ,......IiL--_ 1,I,I Ii III. F.K.FAvlCETT ;= 'R.ZA REV.9-4lZ DISBURSEMENTS I ! $24 50 ~ t100'--!iI 14 00 v- 2 00 V- 14 00 v 125 00 v 2 00 V. 2 00 '-- --.'5 00 .'3 00 .v 16 50 V 35 00 v '-',35 00 V-I 35 00 3 00 L--I f }o"Q·--3,000 00 'Z.or;:;()...... 7,500 00 v-- 21 00 v ..~ 81.76 ..z~t-IO-S-c(t l~jtJ .}-l(c/.o ~ ---------:---:--31.8t~:66<7~/·z~7-~--- 14.59 tt/~-f?5'z'~,~~ 16.57 ~ Administrative Expenses Russell Marino,Register of Wllls - Letters testamentary,codicils and renunciation Russell Marino,Register of Wills - 1 short certificate Washington County Reports - Advertising letters testamentary Russell Marino,Register of Wills - 2 short certificates Observer Publishing Co.- Advertising letters testamentary Gailey B.t'1ilson and Son - Fee for appraising household goods Russell Marino,Register of Wills - 2 short certificates Commonwealth of Pennsylvania - 2 death certificates A.T.King - Fee for appraising jewelry Russell Marino,Register of Wills - 3 short certificates Russell Marino,Register of Wills - 1 certified copy of will Pittsburgh National Bank - Appraisal charges re the following: Lot #688 E.Beau Street Rear #689 E.Beau Street Lot #689 E.Beau Street Russell Marino,Register of Wills - 3 short certificates 6 970 an.22 Martin,Zewe and Fergus - Attorney's fee pre 16 Harold V.Fergus,Sr.-I Attorney's fee 27 Kelly's Delivery Service - Hauling wooden boxes of records Expenses re maintenance and preservation of property situate 689 East Beau Street, East Washington Borough,Pa.- Columbia Gas of Pa.- Gas service -paid 9/17/69 to 6/30/70 $ West Penn Power Col - Electric service -paid 9/17/69 to 6/26/70 Citizens Water Co.- Water service -paid 10/23/69 to 6/19/70 Bell Telephone Co.- Service -paid 11/7/69 L969 iug.6 6 13 14 25 25 i 26 I :>ept.19 I i 22I ct.15 21 23 ~ov . Amounts forwarded $144.73 $10,838 00 -7- <•.-"',,'".•-".<>"-'-~~',"-~--... F.K.FAWCE'Pl' t-,2A RF-V.9-452 Amounts forwarded $144.73 $10,838 00 .-----'(;''7 ~?'\_i"-=•4):;>-I-+!)<;h ..5 ?.-J192.8 '::.J_Q .)- ,15'~6134.73 ~1,1 200 Piatt Funeral Home Funeral expenses Ambulance and Chair Service - Ambulance service Annex Pharmacy Prescriptions Ashmore's Flower Shop Funeral flowers 5 246 93 I 12,028 00 I I !! f! I 32 50 /' 35 00 y 7 01 L- 15 90 28 00 $ 5,156 52$ 109.60 Russell Marino,Register of Wills - Filing this account S.White's Sons - Completion of inscription on grave marker Preferred Debts Washington-East Washington Joint Authority - Sewage service -paid 12/18/69 and 6/19/70 John P.Wege - Premiums for vacancy permit and ,fire insurance -paid 10/17/69 to 5/20/70 Liability insurance premium 7/26/69 to 11/20/72 -paid 11/13/69 to 5/5/70 Ross J.Herron - 'Mowing'vacant lot -paid 7/17/70 William H.Weirich - Cleaning house and hauling rubbish -paid 9/17/69 and 9/18/69 John E.Craig - Grass cutting and burning - paid 9/19/69 to 1/8/70 McKean Plumbing and Heating Supply Co.- Winterizing house,draining radiators,restoring heat and repairing gas lines -paid 10/29/69 to 5/8/70 Observer Publishing Co.- Advertising property for sale paid 11/5/69 to 12/10/69 969 ug.25 25 ept.2 12 970 ay 11 970 u1y 23 ". ,.Amount forwarded $17,274 93 -8- i' F.K.F'Al,oJCE'l''I' , ! 1 r Other Debts Amount forwarded $17,274 93 1969 Service to 7/29/69 $6 36Aug.25 Columbia Gas of Pa.p.--- 25 West Penn Power Co.Service to 7/21/69 9 81 v 25 Ross J.Herron - Mowing 2 vacant lots for July 1969 15 00 L-" Sept.12 John C.Craig Yard work 3 20 ...- 12 Washington-East WaShington Joint Authority Sewer service to 6/2 /69 .14 72 ~ Oct.27 Internal Revenue Service -lSocialSecuritytaxonhousehold employees -IPeriodending6/30/69 $23.60 Interest 0.35 23.95 34 47Periodending9/30/69 10.52 L---- Dec.1 Union Drilling,Inc.- Amount due for decedent's 1/16 interest in Hinkle 200-UC Well 2,431 31 ~ 1970 . Jan.5 Fairman Drilling Co.- 1/16 share of costs of drilling Clair K.v--Read Well #3 2,192 38 ... 5 Martin,Zewe and Fergus -~ flServicesasattorneyspriortodeath2,000 00 A.pr.13 Internal Revenue Service -i I 1969 income tax on capital gains ,.10 51 l-I14InternalRevenueService- Balance 1969 federal income tax 13,532 70 V I une 9 Hazlett A.and Mary Ellen Cochran -L.Pro-rata share 1970 taxes on property trear689EastBeauSt.and lot at 689 iEastBeaust.,East Washington,Pa.,1allowedpurchaseratsettlement2706320,521 09 iII other Taxes II 1969 rt Oct.15 Register of Wills -,-Russell Marino,~ On account Pennsylvania transfer --,Iinheritancetax-.'f15%of $20,000.00 3,000.00 IILess5%discount 150.00 $2,850 00 15 Russell Marino,Register of Wills -II On account Pennsylvania'transfer IIinheritancetax-,- 6%of $125,000.00 7,500.00 ! Less 5%discount 375.00 7,125 00 9,975 00 $47,771 02 1It-2A RltV.&-02 F.K.Ff\HCE'l"r SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Bonds United States Savings Series H $19,000 -to 7/1/rlo Montgomery Ward Credit Corp.Paper $32,000 -1/5/70 to 4/6/70 . General Motors Acceptance Corp. Short-Term Loan $42,000 -4/10/70 to 4/17/70 28,000 -4/17/70 to 6/12/70 59,000 -6/12/70 to 7/7/70 Ford Motor Credit Co.Short-Term Loan $310,000 -7/3/70 to 7/13/70 Interest -Savings Account Pittsburgh National Bank To 6/30/70 $ ===- I 832 20 667 33 61 45 335 58 317 71 65940 $2,873 67 4,226 23\ Interest -Certificates of Deposits Pittsburgh National Bank,5% $34,000 -12/30/68 to 12/30/69 27,000 -1/4/69 to 1/4/70 23,000 -1/3/69 to 1/3/70 27,000 -1/11/69 to 1/11/70 25,000 -2/9/69 to 2/9/70 12,000 -2/8/69 to 2/8/70 28,000 -2/17/69 to 2/17/70 39,000 -2/14/69 to 2/14/70 42,000 -2/24/69 to 2/24/70 221,000 -2/22/69 to 2/22/70 Pittsburgh National Bank,6-1/4% $210,000 -7/1/69 to 7/1/70 Assets Purchased 1970 Apr.15 $30,000 United states Treasury Bills JUly 14 $20,000 United states Treasury Bills Cash disbursed to purchase above assets Amount transferred from Income-Realty -10- $1,700 00 ,I1,350 00 1,150 00 1,350 00 I1,250 00 600 00 1,400 00 !1,950 00 2,100 00 11,050 00 ./ II 13,125 00 37,025 00 Ii,I'II '" II :I $28,681 00 19.414 61 i $48,095 61 48.095 61 0 00 $44,12l~90 9.525 18 $53,650 08 .,--~---...-. II, F.K.FAHCETT :;;... I ::r '~'-E -;::==j ".::.......;-..~-...~ I .&-e2 DISBURSEMENTS 13 Internal Revenue Service -$59 041969incometaxoncapitalgainsPittsburghNationalBank- 2-1..647 49 ~2,706 53Executor's compensation . . J I ,/. -11- 1970 \.pr. F.K.FAHCET'l' ~4'5S ==..-=0-':....-...-.-_..~:....-,.~"...~._~ 'l.a,.It.ttV.8-412 ISCHEDULEC PRINCIPAL -REALTY RECEIPTS Inventory filed $46,200 00 DISBURSEMENTS Loss on Sale of Assets 970 une 9 Proceeds sale property Rear 689 East Beau Street and lot at 689 Beau Street,East Washington Borough,Pa.,sold to Hazlett A.and Mary Ellen Cochran - Cash $42,500.00 .Less Pennsylvania transfer tax $425.00 . East Washington trans- fer tax 425.00 .~.Bennett Real Estate Agency -. Broker's commission 1,530.00 2,380.00 Net proceeds 40,120.00 I Carrying value 42,500.00 $2,380 00 Amount transferred to Principal-Personalty 40.120 00 $42,500 00 , ~,~ .. - -12- .';0"I ) I I .f j .~Ii! F.K.FAWCETT ~::_=~~~..... TI'I-21o REV.11-6.2 ,! -'"'''''''';'t·~'-I , 1 $128 11 1969 4,032 87 1970 8,099 92 i1 872 97 . ",f 1970 771 74 $13,2111611. It. I I 1 $80.73 I II $82 46 I1.73 I for 1 1 40 .I•, for ,./",I 13 86 f from '! 381 84 fl 25 1179269$1,272 'III ty Bli9,525 1 II$10,797 43 !"--l lI,, IIIIt tl If -II -13- Amount transferred to Income-Personal for investment DISBURSEMENTS Weir Walker - Gas sales less royalty from various wells -Aug.1969 to March 1970 RECEIPTS SCHEDULE D INCOME -REALTY --= Union Drilling,Inc.- Net proceeds from sale of gas from various wells -Aug.1969 to June O'Eberly,Agent - Net proceeds from sale of gas from various wells for year of 1969 Emporium Trust Co.,Agent for Fairman Drilling Co.- Net proceeds from sale of gas from various wells -Nov.1969 to Apr. Fairman Drilling Co.- Gas sales from various wells -Aug. to May 1970 O'Eberly,Agent - Plugging expenses on account of various wells Losses for year of 1969 on various wells . Emporium Trust Co.,Agent for "Fairman Drilling Co.- Operating expenses on various wells March,April and May 1970 Fairman Drilling Co.- Operating expenses on various wells May 1970 Union Drilling,Inc.- Operating expenses on various wells April 1970 to June 1970 ~paid 5/12/70 to 7/3/70 Pittsburgh National Bank - Executor's compensation 6 15 25 1970 Jan. July June rp:rw F.K.FAWCE'I'T EXHIBIT NO.1 PRINCIPAL -PERSONALTY To:Marian E.Powelson - Household goods,equipment and clothing -delivered 10/28/&9 -14... 8,008 50 I,•• I ~-----~.......--~,_'!"-..,-•L._,,•.~.~--..........__-.....,. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON SS I-il,, MICHAEL BEIERLEIN,the above named accountant,being dUly sworn according to law,deposes and says that letters testamentary were granted to him and to Pittsburgh National Bank and Harold V.Fergus,Jr.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;that the account as stated is true and correct as he verily believes. Sworn and subscribed before me this ~q't/I,day of Q/<.-.t.7.1970 {/ (p _<7 .•"/0 /./J j .t-.--5-'t..-:y?:J-k'J:>.C:,·z·.-tr--.-;;t·.·'-..-( Notary Public CASIMIR D.KNODLE,Notary Public . WASHINGTON,PA.WASHINGTON COUNTY M~COi11mission ,~pjrsi f~b,10,1973 .. -,... I J'll COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON SS HAROLD V.FERGUS,JR.,the above named accountant, being duly sworn according to law,deposes and says that letters testamentary were granted to him and to Pittsburgh National Bank and Michael Beierlein 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;that the account as stated is true and correct as he verily believes. ~,-t Sworn and subscribed before 1970 Notary Public CASIMIR D.KNODLE.Notary Public Wi\$f:l:,C :-o;~.PII._";ASH INGTON COUNTY My Commission Expire6 Feb.10.1973 -r'- be tng .c1lJ ly .... ......._,,..,-.......- named OCc0untant, ....,I CMHONWEJ\UfU'017 PENNSYL,vANI/\)) OUNTY OF'\'If\SHING'rc)N'8S.:. Assista.:nt V:Lce PresIdent .Chas.E.[~rllow,:xl~;rAill<l:x.~m}::t·tre-;)J(fen}th::withln x~:s<bc)i)lJ.):.f",1xrxe::rJ( Assistant Vice President ;i'Jorn"~'ac'b:)I'dlng to law,deposes qndsays'that j~he f(lrt~gotng account as stat(,;d :ts ~. ,.-"0' "\.•..cue and.cor.r~.'ct as.,he.:v.~.rilYbe.lieves. \'JOrn an;;SUbscr~bejJ--refofe.me ., 1 8i7~~2.~;~day Of.l~;0.--(j~./"\'..(j ..'" :,/I"'. ,'.A''--~/..·,~~.'"1 ,flA:<:.-"'1!.-·'::"_A"_f1:-..,/1J7~--"--'!-"""'J"<,J Register r i \ 1 \.~'.' 1\ ..........-......i :z, ~f,rASHINGTON COUNTY, 1 ss.: .\ ,..~. I I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by ,Statute and Rule of Court,as evidence ~y proofs thereof flied to No.f,3:.--'26-370 ;-,,.. f \, "o'J'~~r Ii, 4 \ L.." .',~t ~'J.:.,.:.Witney\~my han.d and official seal this 3/~-" day of .LLL..~4I');t....!J .19 70 ,, QLt4t1L~l9tl.O--h.u;£C '..Register of ·Wills·· •I<.1"' ,. ," ..1" ~.'.',-..- ~. ....'. , ,4-,'".....':~-..' ·.i'l ... . ~ ~o .. '0z ..-, I"~•.. .,,: ',',t '::"".~;,f • .,.~.;,.'.-~,. '"..~ I.t'''' ,;",'. .~..' ':','..' '.;. '."~',i ;.~-~.t 'I .' .......J _........,-.............:......,...._.. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF F.K.FAWCETT,DECEASED SECOND AND FINAL ACCOUNT OF } PllTSBURGH NRTIONAL BRNK MICHAEL BEIERLEIN AND HAROLD V.FERGUS,JR. EXECUTORS NO.80789-6 PITTSBURGH,.PA. ll=====i=:-~-: 159,969 .,. ; IiI, { io('.'IfII-----~ $1,241,751 E;' JULY 13,1972 13 211 61 13,211 61$ 5,580.00 $1,215,592 62 133 810 13 10,797.43 2,414.18 42,500.00 5,580.00 48 080 00 $48,080 00 179,078.80 2,414.18 $181,492 98 21 523 65 $ Pages 11 and 12 Balance SCHEDULE D INCOME -REALTY Page 18 Balance Balance SCHEDULE C PRINCIPAL -REALTY Page 17 Balance NET BALANCE Receipts Receipts Disbursements Page 18. Amount transferred to Income-Personalty SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 7 to 10 $1,210,012.62 Amount transferred from Principal-Realty Disbursements Page 17 .$ Amount transferred to Principal-Personalty SCHEDULE B INCOME -PERSONALTY Receipts Pages 13,14 &15 $ Amount transferred from Income-Realty Disbursements Page 16 Disbursements ,. '<·2·A REV,9-62 F.K.FAWCETT THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Stocks Penn Manufacturing Co. 745 shares Cornmon Short Term Investments Ford Motor Credit Co.Short Term Loan General Electric Co.Short Term Loan Oil and Gas Interests 0.046875 working interest Dollinger Well #2,Benezette Town- ship,Elk County,Pa. 0.046875 working interest Hall Chase Well #1,Benezette Town- ship,Elk County,Pa. 0.0625 working interest Green Glen #1 Sylvania,Brady Town- ship,Clearfield County,Pa. 0.0625 working interest W.Plymire Well #1,Armstrong Town- ship,Indiana County,Pa. 0.0625 working interest H.L.Gernandt Well #1,Walter Stark Farm,Grant Township,Indiana County, Pa. 0.0625 working interest Howard Well #1,Gibson Township, Cameron County,Pa. 0.125 working interest Anna Kuhn Well #1,S.Huntington Township,Westmoreland County,Pa. 0.0625 working interest Clair Read Wells #1-2-3,Gaskill Township,Jefferson County,Pa. 0.0625 working interest A.Clark Well #1-176 C,Court House District,Lewis County,W.Va. -2- $ $ ) 494,000 00 127,000 00 150 00 250 00 '240 00 600 00 2,700 00 800 00 7,000 00 3,000 00 750 00 II I l298,000 00 II I I f I ! 621,000 00 ,I ! II \ I f F.K.FAWCETT , III \ ;..III1f ' IIi !I;j ':,j~:,,I, 200 00 900 00 200 00 120 00 375 00 500 00 150 00 200 00 100 00 300 00 1,200 00 0.0625 working interest B.McNemar Well #1-80 E,Skin Creek District,Lewis County,W.Va., 0.0625 working interest A.J.Reeder Well #1-46-E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest E.M.Roach Well #1-127 E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest Stalnaker Funeral Parlor Well #1-43 E Skin Creek District,Lewis County, W.Va. -3- =====::=:-::.::=:::==~~~~n====~===r~~====~~)='2=.A~R~E==V.~9'~62~·~~=o=.=06=2=5===w=o=r=k=i=n=g====in=t=:~e~~--II M.o.Smith Well #1-28 E,Hackers ~.l Creek District,Lewis County,W.Va.$160 00 Ii "0.0625 working interest I ~ F.A.Clark Well #1-95 E,Skin Creek ,~ District,Lewis County,W.Va.1,000 00 I Ii I Il 0.0625 working interest I n M.R.Clark Well #1-87 E,Skin Creek t. District,Lewis County,W.Va..400 00 Ii [ t·0.0625 working interest t R.N.Gay Well #1-113 E,Skin Creek ; District,Lewis County,W.Va. 0.0625 working interest F.R.Hardman Well #1-77E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest H.F.Hawkins Well #1-106E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest C.W.Hinzman Well #1-134E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest M.E.Larkin Well #1-137E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest E.S.Lawson Well #1-88 E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest E.S.Lawson Well #l-IOOE,Skin Creek District,Lewis County,W.Va. F.K.FAWCETT 0.0625 working interest H.C.Summers et al Well #1-175 C Skin Creek District,Lewis County, W.Va. 0.0625 working interest Union Dr1g.Co.Well 1-142 E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest .L.A.Clark Well #1-165 C,Banks Dis- trict,Upshur County,W.Va. 0.0625 working interest· W.H.Aspinwall,Jr.Well #1-151 C and #2-154 C,Meade District, Upshur County,W.Va. 0.0625 working interest J.C.McCoy Well #1-161 C,Meade District,Upshur County,W.Va. 0.0625 working interest R.A.Morgan Well #2-196 E,Meade District,Upshur County,W.Va. 0.0625 working interest M.C.Potter Well #1-170 C,Meade District,Upshur County,W.Va. 0.0625 working interest B.M.Reed Well #1-180 C,Meade District,Upshur County,W.Va. 0.0625 working interest B.Riffle Well #1-174 C,Meade District,Upshur County,W.Va. 0.0625 working interest S.Murphy Well #1-143 C,Union District,Upshur County,W.Va. 0.0625 working interest B.N.Booth Well #2-14 UC,Warren .District,Upshur County,W.Va. 0.0625 working interest H.A.Casto Well #1-30 C,Warren District,Upshur County,W.Va. 0.0625 working interest in the H.A. Casto #21-51-C Well,Warren District,Upshur County,W.Va. 0.0625 working interest H.A.Casto Well #1-66 C,Warren District,Upshur County,W.Va. -4- $900 od 60 00 825 00 1,000 00 600 00 900 00 1,300 00 750 00 850 00 .. 75 00 1 00 225 00 80 00 300 00 ,- I~ f t ~. r r II ifiij;:-4[I Iilij;I'II I .~ I! ;.,}:4l F.K.FAHCETT 0.0625 working interest H.A.Casto Well #1-67 C Warren District,Upshur County,'w.Va.1$ 0.0625 working interest I J.L.Dawson Well #1-21 C,Warren District,Upshur County,W.Va. 0.0625 working interest N.Mick Well #1-25 C,#2-118 C, Warren District,Upshur County,W.Va. 0.0625 working interest W. W.Warner Well #1-32 C,Warren District,Upshur County,W.Va. 0.0625 working interest C.W.Reeder Well #3-153E,Court- house District,Lewis County,W.Va. 0.0625 working interest S.A.Lane Well #1-169E,Meade Dis- trict,Upshur County,W.Va. 0.0625 working interest .Doy Helmick Well #1-198 UC,Washing- ton District,Upshur County,W.Va. 0.0625 working interest Basil and Chas.Hinkle Well #1-200UC, Washington District,Upshur County, W.Va. 0.0625 working interest Ishmael V.Hull Well #1-53E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest F.C.McNemar Well #1-63E,Skin Creek District,Lewis County,W.Va. 0.0625 working interest F.A.Clark Well #1-76E,Skin Creek District,Lewis County,W.,Va. 0.125 working interest J~S.Lane Well #1-374 5C,Banks District,Upshur County,W.Va. 0.0625 working interest Major L.or Brent W.HJnkle Hell #'l-TR2-9UC,Warren District,Upshur County,W.Va. 0.0625 working interest George Anglin Well #l-llUC,Warren District,Upshur CountY',W.Va. -5- 225 00 90 00 500 00 80 00 300 00 300 00 450 00 1,500 00 60 00 1 1,000 00 50 00 II "Ij:1 1 00:/ II 1 00 I ../' I IIiII - I!,l / F.K.FAWCETT i I, 11 1 1 I I/, I ~ ~-------_.- *-~".~- Warren $.Va •1 00 Skin Creek Va.1 00 129UC, $unty,W.Vfl.200 00 33,921 00 nd 14 of I count 8,008 50 f this $120,000 00 852 99 120.852 99 .$1,081,782 49 rm Loan $134,000 00 rp. 13,000 00 . f this '/r3,818 16 I 9.151 17 159.969133 1~1,241,751182 i ,.-'-.'- in the able to d Execu- unts yet to Pittsburgh ierlein and 11 be a supple- iI , I tII Cash -Distributed to legatees See Exhibit No.1,page 19 0 account Cash'-On hand Ford Motor Credit Co.Short Te Short Term Investments 0.0625 working interest W.O.Hinkle Well #1-12UC, District,Upshur County,W 0.0625 working interest E-MA Taylor Well #1-15E, District,Lewis County,W. 0.0625 working interest Edward C.Wereley Well #1- Warren District,Upshur Co General Motors Acceptance Co Short Term Loan Cash -Distributed to legatees See Exhibit No.1,page 19 0 account Household Goods,Equipment a Clothing Delivered to legatees See Exhibit No.1,page First and Partial Ac Miscellaneous Cash -On hand INCOME -PERSONALTY NOTE:Balance of Attorney's fee amount of $12,661.00,pay Harold V.Fergus,~.,an tors'compensation in amo be determined,payable to National Bank,Michael Be Harold V.Fergus,Jr.,wi charged and shown paid in ment to this account. -6- ",~,~-,~"-~,,,,,,,,,""-,J F.K.FAHCETT 1970 Oct.26 Supplemental inventory filed :\ [I' ~-.,.~..-- . ) $871,653 16 333,341 00 ns - $360,000 00 300,000 00 298,000 00 298,000 00 290,000 00 427,000 00 486,000 00 486,000 00 494,000 00 s -.'305,000 00 305,000 00 247,000 00 127,000 00 127,000 00 143,804 25 58,850 60 $4,752,654 85 I II i ssets 4.752.654 85 o 00 s II f Dis-'III $172.25 II 1.00 $171 25 :' i I in the I Iehem I 100.00 7.00 93 00 .' Cash disbursed to purchase above a -7- Gain on Sale and Conversion of Asset Proceeds saleO.0525 working interest H.Farnsworth Well #1-164 C Meadet:r:tct,Upshur County W.Va: (nrrylng value ' Ptnc('e(\~saTe 0.25 working interest 1'ollnvling wells located North Bethl 'J'ov:n:;llip,Pn.: (;.Goroney vlell D.1,1.Phillips Well 111 D.M.Phillips Well #2 ' D.M.Phillips Well #3 H.C.Goodwin Well \01.C.Dunn Well Tomasic Hell Carrying value Assets Purchased RECEIPTS Per First and Partial Account filed SCHEDULE A PRINCIPAL -PERSONALTY General Electric Co.Short Term Loan 8/26/70 1/4/71 1/19/71 7/30/71 1/4/72 Ford Motor Credit Co.Short Term Loa 8/18/70 10/26/70 11/12/70 1/4/71 . 3/16/71 6/4/71 7/22/71 1/4/72 5/3/72 United States Treasury Bills - ,10/2/70 -$150,000 due 5/31/71 1/15/71 -60,000 due 6/10/71 II I ;,"1 ,...·(":.tl .. F.K.FAWCETT 1,084 30 :-:-::::~-----._----- plugging 1 1/1, W.Va.-, $113.81 0.00 $113 81 plugging 11 ur County, st 79.22 1.00 78 22 plugging Well ur countY4st193.7 471.00 192 plugging 1 #1-83C, ,W.Va.- 440.05 10.00 430 05 plugging 11 #1-4c, W.Va.-, 6.50 1.00 5 50 $ thout n 15 wells, 1,Garrett 1,400.00 1,400.00 $0 00 tgomery (portion - 100,823.33 100,823.33 0 00 tgomery (portion 254,731.25 254,731.25 0 00 ed States 100 (por- .71,071.98 71,071.98 0 00 Proceeds from net salvage after and abandoning N.B.Booth WeI Warren District,Upshur County 0.0625 working interest Carrying value Proceeds from net salvage after and abandoning H.A.Casto WeI Warren District,Upshur County 0.0625 working interest Carrying value Proceeds from net salvage after and abandoning s.st.Clair We #1-159 E,Meade District,Upsh W.Va.-0.0625 working intere Carrying value 8 Proceeds from net salvage after and abandoning B.L.Marteney #1-147C,Union District,Barbo W;Va.-0.0625 workingintere Carrying value Sale and Conversion of Assets wi Gain or Loss Proceeds from net salvage after and abandoning F.S.Riffle We Warren District,Upshur County 0.125 working interest Carrying value -8- Proceeds sale working interesti Fayette County,Pa.,and 1 weI County,Maryland Carrying value Proceeds redemption $105,000 Mon Ward Credit Corp.Paper at 100 of proceeds applicable to principal) Carrying value 26 Proceeds redemption $265,000 Mon Ward Credit Corp.Paper at 100 of proceeds applicable to principal) Carrying value 17 )ec.201 I 1972 :4ay 31 :.971 mg.18 1 1970 6Aug. Sept.30 Proceeds redemption $75,000 Unit Treasury Bills due 9/30/70,at tion of proceeds applicable to principal) Carrying value }i'.K.F/\\.ICF:TT -.•_,~.<-:"••~--::-.-•..---.-.*--,~_.- \ ted states II100(por- $lL~3,804.25 $0 00--lL~3"804 .25 III ed Sta'tes [-100 (por- 58,850.60 58,850.60 0 00 eptance ows: I 79,000.00 I 00 I79,000.00 0 I Co.Short 260,000.00 260,000.00 0 00 360,000.00 360,000.00 0 00 .. 300,000.00 300,000.00 0 00 i 298,000.00 298,000.00 0 00 298,000.00 298.000.00 0 00 290,000.00 290,000.00 0 00 427,000.-00 427,000.00 0 00 486,000.00 .... 4'86,000.00 0 00 486,000.00 486,000.00 0 00 o.Short 50,000.00 50,000.00 0 00 305,000.00 305,000.00 0 00 I I- Proceeds sale Ford Motor Credit Term Loans,as follows: Proceeds redemption $60,000 Unit Treasury Bills due 6/10/71,at tion of proceeds applicable to principal). Carrying value 10/26/70-360,000 at 100 Carrying value 11/12/70-300,000 at 100 Carrying value 12/30/70-298,000 at 100 Carrying value 3/16/71 -298,000 at 100 Carrying value 6/4/71 290,000 at 100 Carrying value 7/22/71 -427,000 at 100 Carrying value 12/30/71-486,000 at 100 Carrying value 5/3/72 486,000 at 100 Carrying value 8/18/70 -$260,000 at 100 Carrying value Proceeds redemption $150,000 Urd Treasury Bills due 5/31/71 at tion of proceeds applicabl~to principal) Carrying value "'Proceeds sale General Electric C Term Loan,as follows: Proceeds sale General Motors Ace Corp.Short Term Loan,as fall 9/30/70 ~$79,000 at 100 Carrying value 8/26/70 - $50,000 at 100 . Carrying value 12/30/70-305,000 at 100 Carrying value 10 971 une 1 ,.' 1I of l~II !I I':1'1 If .~~-'-'.-~.=-.-:.-:---=-.,-, --~~_.._.- $305,000.00 $0 00305,000.00 247,000.00 0 00247,000.00 127,000.00 $..127,000.00 0 00 0 00 cancelled Beau $94 00 ance can- d rear 689, a.34 00 income tax 3,800 16 .' ance and 688 on,Pa.6 00 3.934116. ~1,210,012 62 I-Realty 5.580 00 -I~1,215,592162 I-...~--". I! i ,-, I J ! i i 1 , !I II Miscellaneous -10- F.K.FA\~CE'l''I' McCloskey and O'Neil Insurance - Return premium liability insur cancelled 11/24/71,vacant 1 East Beau st.,East Washingt John P.Wege - Return premium fire insurance as of 6/12/70,689 rear East Street,Washington,Pa. McCloskey and O'Neil Insurance - Return premium liability insur celled as of 6/12/70,689 an East Beau st.,Washington,P 7/30/71 -247,000 at 100 Carrying value 1/19/71 -$305,000 at 100 Carrying value Treasurer of the United States - Refund of overpayment federal for year ending 12/31/69 12/30/71-127,000 at 100 Carrying value Amount transferred from Principa -2·A REV,9-621 970'uly 31 I iept.91 II' i t q{)!,...)4 - , IJII ---J----:-:-.-:---._------_.:-:::::::::~-----_.__.__.--~-- . d .J $47 - ers and $26 00 I-- 3 00 ~-10 00 y' ritance v10000 e tax v1400 e 4 00 ~ vation eau st., y -.' $25.64 100.69 126.33 10.71 115.62 30.00 k-145 62 1,200.00 ~ 5,000.00 t.-- 8,000.00 ~14.200 00 'JhI I1I'iIII: $4 ,L~50 50 L IiI ax 2,494 83 1~ 1,575 00 V 8 Ot-lIl'!'Debts.....-.--~~-~--- Russell Marino,Register of Wills Additional cost of granting lett filing inventory Mabel E.Rutan Notary fees Russell Marino,Register of Wills Filing supplemental inventory M.W.Graham,M.D.- Professional witness fee atinhe tax proceedings Jacqueline Hammond - Copy of transcript of inheritanc appeal Commonwealth of Pennsylvania - 2 copies of coroner's certificat Expenses re maintenance and preser of vacant lot situate 688 East B East Washington,Fa.- Malcolm L.Morgan - 1970 and 1971 Washington Count taxes -paid 7/30/70 and 6/17/71 Ernest C.Cramb1et - 1970 and 1971 East Washington Borough and school taxes - paid 8/7/70 and 8/26/71 Less -Purchaser's share of above taxes DISBURSEMENTS Per First and Partial Account file F.K.F'AWCE'I"I' Administrative Expenses Ross J.Herron - Mowing lawn-paid 10/7/70 to I 10/29/71 i Harold V.Fergus -' !\On account attorney's fee -!9/8/70 Iii'10/19/70 ,3/16/71 i,.J'I :It p rnl\l Hevenue Service _ l~ll}d federal income tax 1"1't ', f 'T 'Jnternl1l Hevenue Service - Additional 1969 federal income t 23 'Internal Revenue Service - 1969 federal gift tax 1970 JUly 30 30 1Oct.28 1971 Feb.25 Mar.3 June 2 \~\ j '\UV. 1 f -11- .----.-~~_,_'.:;f'.4,QI,.~ r fI f: F.K.FAHCE'llfl' . ! I I i\I IIII IIr f:I, d _.._..._..-_."...~--._.r- .- wealth - 1$ 'nheri- 4,500 00 I 58,447 10 8:1 0412 57 02 ,~63,016 16 ~133,810 13 -. ./"A,.• . -12- Russell Marino,Agent for the Common On account Pennsylvania transfer 1 tance tax at 15% Internal Revenue Service - Federal estate tax Pennsylvania Department of Revenue - 1971 fiduciary income tax on capit gains Internal Revenue Service - 1971 income tax on capital gains other Taxes 1970 .oct.23 I I 26 1972 Feb.28 Mar.13 1 ~REV.9-6 F.K.FAHCETT --=-==.=::c_::.:;_:;.:=:~:::·:"····::::::=::~~--===-=._------==:-=,..:.:_--=--:=~'-_._---_---::-::::~._--If- SCHEDULE B 'I INCOME -PERSONALTY RECEIPTS Per First and Partial Account filed Dividends I53,650 08 !II Penn Manufacturing Corp.Com. 745 shares -1/15/71 Interest-Short Term Investments Ford Motor Credit Co.Short Term Loans $260,000 -to 8/18/70 360,000 -to 10/26/70 300,000 -to 11/12/70 298,000 -to 12/30/70 298,000 -to 3/16/71 290,000 -to 6/4/71 427,000 -to 7/22/71 486,000 -to 12/30/71 118,000 -to 4/3/72 486,000 -to 5/3/72 General Electric Co.Short Term Loans $50,000 -to 8/26/70 305,000 -to 12/30/70 305,000 -to 1/19/71 247,000 -to 7/30/71 127,000 ~to 12/30/71 $1,971 42 4,963 78 961 79 2,325 22 2,808 20 2,964 89 3,152 66 11,665 32 1,233 20 6,943 44 430 86 7,048 42 695 24 6,377 35 2,882 14 11,175 General Motors Acceptance Corp. Short Term Loans $79,000 -to 9/30/70 13,000 -to 12/30/71 Montgomery Ward Credit Corp.Short Term Loan $105,000 -to 8/17/70 265,000 -to 8/26/70 United States Treasury Bills $75,000 -to 9/30/70 50,000 -to 12/31/70 150,000 -to 5/31/71 30,000 -to 5/31/71 60,000 -to 6/10/71 70,000 -to 7/31/71 120,000 -to 12/30/71 -13- 1,389 88 25 70 4,176 67 10,268 75 3 928 021 1:901/1391619r,,'75 ,7811 75 I 1,141)40 J 1,25:'63 2,58j 67 90,083 91 , ji ~::::::::"~-:?:==~~--:-._".. . "arious 2 $14,508 62 June 1970 8,961 31 arious 70 104 02 rman arious ~259 17 23,833 $29,215 25 68,747 37117,416 33 - hort Term 13,000 00 13,000 00 Loans - 118,000 00134,000 00 $493,378 95 e assets 493,378 95 hout ./",- d States , $48,095.61 $48,095.61 0 00 d States 29,215.25 29,215.25 0 00 d States 68,747.37 68,747.37 0 00 -14- Cash disbursed to purchase abov Ford Motor Credit Co.Short Term 1/4/72 '5/3/72 General Motors Acceptance Corp.S Loans - 12/15/71 1/4/72 Sale and Conversion of Assets wit Gain or Loss Assets Purchased F.K.I"}\WCE'.1"r Emporium Trust Co.,Agent for Fai Drilling Co.- Net proceeds sale of gas from v wells -May 1970 to May 1972 Weir Walker - Gas sales,less royalty,from v wells -Arpil 1970 to Nov.19 Income -Oil and Gas Leases Union Drilling,Inc.- Net proceeds sale of gas.from v wells -JUly 1970 to June 197 Fairman Drilling Co.- Gas sales from various wells - to May 1972 United States Treasury Bills - 11/25/70 $30,000 2/11/71 70,000 7/30/71 120,000 L970 Jec.31 Proceeds redemption $50,000 Unite Treasury Bills due 12/31/70, at 100 Carrying value L971 June 1 Proceeds redemption $30,000 Unite Treasury Bills due 5/31/71, at 100 Carrying value 1ug.2 Proceeds redemption $70,000 Unite Treasury Bills due 7/31/71,at 100 Carrying value \ I F.K.FAHCET'f I =-c ~-_._-_......-------- .':"'.:::-...-:--.-••.r :-'---"'--_....."."__.-_0,_"•._--_.- I ted [;tates .I I$117,416.33 ) 117,416.33 $0 00 Itors Ian 13,000.00 13,000.00 0 00 IiI r Credit 1 118;000.00 \I; $, 118,000.00 0 00 0 00 i! I, j I, I ii era1 income i-received I 337 06:\ $179,078 801 II ealty 2.414 181I $181,492 981 \'1 \II' ",, : iI ,IH 0' J !, I ( 1\, ./1, ( •I I I j ,'0 ~.,!4.·."..,.~,..··;oifF'·<:.\•.,.....',,"I ----~ -15- Proceeds redemption $120,000 Uni Treasury Bills due 12/30/71, at 100 Carrying value Proceeds sale $13,000 General Mo Acceptance Corp.Short Term Lo at 100 Carrying value Miscellaneous Treasurer of the United States - Interest on overpayment of fed tax for year ending 12/31/71 11/23/71 Amount transferred from Income-R 30 1972 Apr.3 Proceeds sale $118,000 Ford Moto Co.Short Term Loan at 100 Carrying value ~~9.62 1971 :Gec.30 1I 1 I : \J I ,, I, ..I; IiI!. f 9:I, --------..'..~=-.-.--.-----.-- d $2,706 5 mulated $6,873 402 ncome 6/71 .208 68 ift tax 136 72- e tax - 143 53 6,075 51 1,549 15 14,986 9 lIs -.$3,696 89 lIs -43 17 an lIs ,- 11 20 s #3 25 00 oncy 3,830,1'53 87 $I21,..,523 16: II -:iI, II, ! j [ i.I 1!I: I 1!. I' i .1 • j ~16- Internal Revenue Service - 1970 and 1971 income tax on nccu .income -paid 4/4/71 and 4/3/7 Internal Revenue Service - Interest on additional federal i tax for 1968 and 1969 -paid 4/ and 5/27/71 Internal Revenue Service - Interest on additional federal g for 1969 -paid 11/23/71 Pennsylvania Department of Revenue 1971 Pennsylvania fiduciary incom paid 2/28/72 Pittsburgh National Bank - Executor's compensation - On income On mineral interests DISBURSElvIEN'rS Per First and Partial Account file Expenses re Oil and Gas Leases Union Drilling,Inc.- Operating expenses re various we JUly 1970 to June 1972 Fairman Drilling Co.- Operating expenses re various we April 1970 to June 1971 Emporium Trust Co.,Agent for Fairm Drilling Co.- Operating expenses re various we June 1970 to May 1972 Weir Walker - 1/4 share cost of bailing Phillip .Gas Well -paid 9/4/70 1/4 share cost of repairs to Gor Well -paid 12/31/70 j F.K.Fi\\tlCETT I i 1.880 00 I 46,200 00 III I 420.00 5,580.00 .3,700.00 $60.00 360.00 Less RECEIPTS Transfer stamps York Realty - Commission Net proceeds Carrying value Per First and Partial Account filed Gain on Sale of Assets I 24 Proceeds sale vacant lot situate 688 East Beau Street,East Washington Borough, Washington County,Pa.to Eilsel Corp.- Cash $6,000.00 .971 ~ov. ~48,080 00 DISBURSEMENTS Per First and Partial Account filed 42,5'00 00 Amount transferred to Principal-Personalty -17-., ! :j ~~----'---_----lJ ~_ 1".K.FAWCETtI' "".,--:."";"::":;':-"'"-~.-:.7"'_...-:-:...."'.:..~-'~'-."-- , !!I SCHEDULE D INCOME -REALTY RECEIP'l'S Per First and Partial Account filed DISBURSEHENTS Per First and Partial Account filed Amount transferred to Income-Personalty -18- '.i:I, l\Ii iJ "'I It ,; 13,211 61 I: IiIt====::t=I: I I III,I II 10,797 43 I II 2.414 18 I 13,211 61 I, It======l=Ii ; II I! 11I: I' "" '~""';.~'I"'",. l".K.Ii'AHCET'l'~',......".".- II'II r1"!' I I itII '.~: :.", ! I HP:rw EXHIBIT NO.1 PRINCIPAL -PERSONAL1Y Per First and Partial Account To:Marian E.Powelson - Advance distribution -8/16/71 To:Ann Schuman - Cash legacy -paid 8/18/71 INCOME -PERSONALTY To:Marian E.Powelson - Interest on specific bequest 7/26/70 to 8/16/71 at 3%-paid 8/16/71 To:Ann Schuman '- Interest on specific bequest 7/26/70 to 8/18/71 at 3%-paid 8/18/71' -19- .--_.-=::=.:::..:::::..:=::::::=::::::::::=::-~:-.-.-- $8,008 50 $110,000 00 10.000 00 120,000 00 $128,008 50 ~-3,492 50 ~ .- 325 66 $3,818 16 ./.- , I II JI I II r\ !, I . ., I . ---..",-~".... I ,- "",.....',".il"~'''~''''~':-''''''''-".....,"",....,.............-;.._'~.""'--'-1 ~ "H"rOr~I'JgALTH OP'PENNSYLVANIA UN1Y OF WASHINGTON 38, _,•,,(,i;;;.';"~".',\'i '.,~':';t~'}"~~~~l . \. \ . " I j 'j 1J"I ·"1,. ,~,'.,", ,( I, ,,".,, ,'\ ,'( _1.,I :"l, j- !r,:.'I :'.... I .-,'~' .'~ ,, ,~",."~~,;~,:<, ..:.0'.-,;.• " ....,"~. ,, ~?'f.:'".,~",'.,.';:<'0:. ,PITT'SBURGH NATI NA BANK'.\_/1 -I "'.,'.~~.-LI ,t."-,~~'?Y""A~s_~1t~~rus'tOffi~er ,','.), " ...' '.'.. ;,..... J'OSEPH W.,LINNyABsistant 'Trust O.ffice'FofPittsburgh I,','- 3HINGTON COUNTY:SS :-i1y believes. :)Tn and subscribed before me ) i.s cf.,:rS"day of V'Ll ILl" 72 / tiol1al Bank,the within named accuunt"cmt,being dulY,sworn according to law, ;)Oses al1d says that theforegolng account as stated is true and 'correct as he ,7; '''. w .:i-:----.~":"""----- ,'.'r '., 0\ ~ Ii.o o~ r""0 A r;..,~..., VJ :z; ~I ::>0 {.)0 ~() ~< ....:i8<;8 :z:..Pi:H 0 .~~~~f4 <::t' ;x:: P:;.~ , .,' "~~';'1i"~-'-'~'.---'JC";<' ..1(;.o. -~i'\- ....,......)"0,'../ "\_- \r.~': t'I II 1j "....., {- 1•i ,.PETITION SUR AUDIT jlN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j - "If there have been former accounts filed in this estate,list file number or number and term..n~gg U.t~.4 . Name of surviving spouse P..~~~~~n!::..~??...~..~~:i:~~S~gf :,. List issue,where material: Fiduciary..U.~~h~~.t.]g.i.exJ.e.i.l..l"•...U.ar.o.ld...V.,'" r~.J;.g.l!.~.1..:!.~.:.1 ~E:9:..~~~~.~~~~g!!..E?J::~~r~§!1 . Dank,Executors No l.9..R9.~9.QZ ,. ···································D~~~~~~d···········. .........................................___-__-__............... £state of f..·K•...f.AH~P;l'J.. ·~;~~·;~~·~·~~·~~·~~·····t~·~·i:···~·~p·i·i~·~bi~··························~~~~···~·I~~;;~~····················,·············~i~~~··~~~····························'" Under or Against will.(cross out one)Filed ,~..Record . J.Date of Date of •Decedent's death..}~~1y..}~.'....~~~~Grant of Letters ~~g~~.L5?t..J..~.~.~:. .This is the f.i.r.?f,..?mL.£?;r;:J;;i,?.L account filed in this estate not material ....................------- -_-_:.:.-;.. Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of witl?(indicate) Yes.No.If answer yes,name them '~',. Pecuniary Request Pecuniary Bequest fI,, j I;I!I 1tj Ii, i t! 1 r ·t, r f I f Fiduciary,if deceased or not sui jurisInterest' ResidueNone Hone Daughter Relationship Michael Beierlein,Harol~V. Fergus,Jr.and Pittsb~rgh National Bank,Trustee Marian F.Powelson Ann Schur~an Leg,atees List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None If Partial intestacy,give facts: None ~otie~to interested parties.Have 011 parties,hoving either vested or contingent interests and all credi;rs entitled.-:.:tl;ce (,Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account "((,I of audit?Yes.~cK . .. ".i ··,...:).~I.!'y.30 1970 ~··..··~··a ·.;···,~.~a . " I! Is estate subject to'the fi Ii~g of a Federal 'Estate Tax Retu'rn?X.c:.~;.,. Actual payment made on Pennsylvao£Q Transfer Inheritance Tax.Amount $.V)•.~QQ!.QQ~.j~R~..nJ:QllmL.ni'.lJ:iU~n.t li"("")lI11t !);till all discount October 14,1969 l .,.,, '.f .b''f .d ·b'd f I'f Harian F.If the Will makes any portion 0 estate su Ject to a II e-estate,give name an Irth ate 0 I e tenant . 1'<1\'('1~!.c:.I).\Jg.r.L}..J.Y..l)g.••9.J 1.2.9.~..::·.....:~c:~~~..?£h~i!!~~!:_.t~9.r.!:..g£Ef~n·fy ..l..?J..1-.~.??...~....'..~--- 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 knov1l1 ) Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a stateme.,t of any other facts deemed necessary for the preparation of the adjudication: ..;:; ;I ., Codicil dated April 9,1969 .originally bequeathed to Ann Schuman the sum of $5,000.00.This Ut:qU8St Has subsequently changed to $10,000.00 and such change initialed "FKF:l.Query is Ann Schuraan entitled to $10,000.00 as a pecuniary distribution under the terms of Codicil Jatc~April 9,1969? Codicil dated April 9 J 1969hequeaths to i·larian POvJclson the sum of $10,000.00.Co~1ici1 dated June ,1969 bequeaths to Harian F.Pov,7(·;lson the sum of $100,000.00.Query --do these bequests merge,and is :'Iarian F.Pm·Jelson entitled to a pecuniary distribution of $110,000.OO? Balance for distribution per account~ Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Toi 01 additional credits (Subtractl Col oncc for distribution $N~m~. $...N2P.~..•...•...•••••••••...••• $.??9.).???:.~?. .."."''1 $.~9.Q~?d9..·.;1Z . ~.l Ii I,(donce for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); See Sch,edule HAll attached. I 1 " I SCHEDULE "All J III II II Balance for Distribution Consists of '\ " ,'I Principal: II Income: 745 shares Penn aanufacturing Corp.of Washington Capital Stock $75,000.00 United States Treasury bills due 9/30/70 Montgomery Ward Credit Corp.Paper $265,000.00 due 8/26/70 $105,000.00 due 8/17/70 Ford Motor Credit Company,Short - Ten:l Loan General Electric Company Short - Term Loan General Motors Acceptance Corp. Short -Term Loan Irregular lot situate 683 East Beau Street,East Washington Borough, Washington County,Pennsylvania Cash Advance distribution ofhouseho~d goods and equipment clothing,et- to lIarian E.PO\<le1son under terms of Item Second of Will BALANCE PRINCIPAL United States Treasury Bills $30,000.00 due 12/31/70 $20,000.00 due 12/31/70 Cash -Income -Personalty 1.00 71 ,071.98 254,731.25 100,823.33 260,000.00 50,000.00 79,000.00 3,700.00 246.08 8,008.50 '827,582.14 28,681.00 19,414.61 2,847.94 /' ,,\,:\1,11:, -\'l '. Cash Income -Realty BALANCE INCOME GRAND TOTAL , 2 414.18__L _ 880,939.87 fI I , \. I· t,,• R E C E IP T------- AND NOW,this 15th day of September,1969,I,MARIAN E;'.POWELSON, hereby acknowledge to have received of and from Michael Beier1ein,Harold V. Fergus,Jr.,and Pittsburgh National Bank household goods and equipment, clothing,etc.,owned by the late F.K.Fawcett and bequeathed to me under Item Second of the Will of said F.K.Fawcett,deceased,at the appraised value of Eight Thousand Eight and 50/100 ($8,?08.50)Dollars,and hereby authorize the Executors of said estate to take credit for said items as an advance distribution to me from the Estate of F.K.Fawcett,deceased,at the time of filing their Accounting and Petition for Audit in connection with said estate. .- WITNESS: J to the best of ~.l.l.~.~.~knowledge and beliet. I,; It I! ." :\\lgll.st'l,lC)7.0 Char.1es E.Enlow,As sistant Vice -President Pittsbllrgh National Bank Washingtc)]1 Office Washington,Penna.15301 Re:Estate of F.K:Fawcett This \vill acknowledge receipt of your letter of Jelly.31,1970,and enc1c>sures ~n the above estate. "lVe note that this is a partial account only,and that further accounting will be filed when certain stock and mineral interests are obtained. We assume that is the reason we find no item representing executors r compensation in the account. Very truly yours, .·L-{;".,"'1;.;,-.'-..(.:.,{.~-!lY---."-:I hades A.Vloods'jJt. De~:)Uty Attorney General '/ \l1 '1 ...-~ ! 1I,I 1 I i ···-~',.-'"".'-!-..•,,,,","-"-'~,"_.....~".".',..Ii';''.'!f'"'••'1'_~'II"---'~ PITTSBURGH NATIONAL BANK PITTSBURGH,PENNSYLVANIA 15230 July 31,1970 orfice of Attorney Genc~al CO~2'-:,0!~\;:0<l1th of Pennsylvania Il.::n:2'isburg,Pennsylvania F.K.F(}\'Jccttt late of the Borough of East tJashinston died on July 26,1969 and 'Letters Tc:sta::ucnta;:y Duhid Eatate \-lere granted to Nichael Bci::::rlein, Harold V.FC:CGl.}8,.Ir.Clnd Pittsbu:i:gl:l'intion:::l LLmk by the t~cgiste:r 02 Hills of lh;ohington County on P~ugust 6,1969. In this conncction,1JG enclose herc't>Jithcopics of the follO'tving: I:II If : \' I tI~l'• fI' 2. 3. ,,<,c .[l. .....1'1,,," ..''"' L~st Hill and Te~tm.1Cl1t dud Codicils thc:;:eto P~rtial Inventory Partial Rec Form Fh:st andPm:tial Account filed to No.63-69-902 in the Office of '"•J Register of l-Jills of 'Ha8hington Coenty Copies of Notices to the Legatees This Account ",1ill be presen.ted to th:?Court for confirmation on Augunt 31,1970 end tdll again come before the Court for Audit c1tn:irlg the weeI~beginning Si';ptcmber ll~,1970. OL!L'reason for filing this Partial Account is to prescnt to the Court the question of the bequests to Narian E.Pooclson nnd Ann SchtL"'l8u. 1'70 do not have,as yeti figures on the values of the Penn N<1Qufacturinz Co::-por- ation otock and the oil and gas interests m;med by He.Ii':nJcett and '\1111 file an additional Inventory ..1nd RCC F<n.-m tJith the Rcsiste..-of lUlls of Washington County uhen su~h figures a~e available. Respectfully yours, t \ ehas.E.Enlml Assistant Vice ~~esident c~IZfc:tlE!1~;lODurc.:a ,'11 '1 :1 PIT.TSBURGH,PENNSYLVANIA 152:30 July 30,lS70 ) lh~·3.Arion.S,-:11u:;~~n U...D.~:~'2 , Dear l-Irs.Scrl~1~n:' H0 cnc108e h0rmTith co~}ies of Partlol I~lvC!lto,:y and Fi::ot and Partial l.ccount of ?ittsbu!:2,'h i~:.1j:ior~al J£:::li:,111.cl~.:;:cl Jci.t;~lc~in ~rLl Ilarold \j.Ft~1-_·Z11a,Jr., :~~cci.ltors of th,~Estntc 0:;;F.~':.rmicott,deceased,'t7hich llC have filed in the Office of th~R",gistcr of Uills of ¥Iashinzton CO<.J.nty to No.63-59-902. This Account uill be p~escHi;cd to the Court fm..".confim3tiol1 on AU2ust 31; 1970 and u:i.llagain Cu-,lC beiore the Com.-t roc,;Audit during the ~-]cei~b2:.3in- 0 -1"n....c:C....l·0"·.',,,·;·It-"lo-n";1';".,."·C'~'·O""l fo"f·n·;qr..t/1·13 F·~,.ti'·l ACCO'1r,;-i'"to........."',U ~J .....I.~.'1J....._.'i,',.II\or •t,..:'....~....~'.J or........-_....._-v ,,-....u__u u ....\oo.:;) pr~scnt to.the Court tha -question of the bcquCGts to l'larian E.PmJC:lson and Ann SChU:":13U. As soon as ,1e have figl~r'es 3v3i1ableon the values of the stock of l'mn Ibnu- £<:l:..:turiD.2;C07.poration ~md the oil .:lD.J.gc.s h,,';:c::eot8 of Hr.Fm'lcett,we tJil1 file an additio:i:Lal In.il,~nl.:o:cy in cOft.'1ection \lith this LJtate. Sin~crely yours, Chan.E.Enlm·J Assistant Vice President CEE/cw En:::losures '/:"' - ! 1 \ ....ft.I..::JDunon l~nRlu...r;,,-_0"".' PITTSBURGH PENNSYLVANIA 15230.. Jd.y 30,1970 J l;:}{~\Ji~:..r.1~Jl1.t tl.\1C'0.......!C _t!....1sbir.:gto~?,PC11~,::.;yl"'Janii.l·15.301 Dcar 11;:8.Ponelson~ He cn:;lof,c hcrcuith co~ic:3of Pllrtial Inventory and l"irst and Partial Account of P:LttDbu;:gh H,:r(;ioi1~il D.:mk,11i.ch.:1cl Bc:tcrlein and EQrold V.Fergus,Jr., L~:cct:t'Dr~;of th.e EGt[!tc of i..?K.F:t.~~]cc;tt,clJccticc-:d ~\j11ich 't]8 tLn\T(!filed in the OHice of the L:cgistor of Hills of Hashirl2;ton COl:.nty to No.63~69-902. This i\ccount t7111 be presented to the COUl:'t for confimation Oi,"l.August 31, 1970 .sr:d \Jill <:'(Gain CO;';lG Le:o:'o tho CO;_lzt fo:::h,(~lt {'t:n.ng the veeI~begin- niu[j Septcr;J;cr U"1978.0;':0:rea;:;on for Eilin:>.this P:!rtial Account is to pr08c;1t to the Court th~ql1c:~tion.of the bequGsts to llarinn E.P'nlclson and Ann SchurJan. :.~ Ac ~oon as tle hmiG fisur~a aV3:u'.lble on the valu.es of the stoct~of Penn E:.mu- Iactt?:::i.r,,?Corpo2'ati.o:1 ;:md tIlG oil .:1nC:f';ClG 1n~crcstG of Hr.F21-1Cett,\YO vlill file nn ac1ditiol1al Inventory in connection lJith this Estate. CEE/ell Ene lo::mres ;:-, Sincerely yours, Chas..E.Eulo't:J Assistant Vice P~cs1dcnt *.> ..,/' , Ir ! I 1 I IIil ),.... PITTSBURGH.PENNSYLVANIA 152~0 .l'D7G~bly .:JJ, ) Sh:cln2:!."'8 Ib.:::pUal for Crippled ChUd:.:cn Of2icc of the General Caun.sel 323 iJo:::th 2·:.'.ch:tC&.1i.Avenue Chici.!f;O,I Ermis 60601 Attention:Paul Eo.Ibach,Esquire :. Cent le:-;:en: ,,,,., He enclose herc\vith copies of Partial Inventory an.a I,'irst snd Partinl Account of Pittsburgh Uati:onal Ban::,Nichael Bcicrlcin and Harold V.Fergus»Jr., Exccutorn of the Estate of F.K.F:mcC:i:t,dcccdsec1,uhich ",-7e have fUe:d in the 02£icc of the Register of Wills of t'JJshin~;t()u County to Ho.63..CC'-SU2. This Account Hill be presented to t~w Court for confi:rmation on Au£;ust 31,' ' 1970 end uill again cone before the Court foY'f\.u<1it during the week begLl- nin;:;September 14,1970.Our reason for tHin;:;thi.s Partial .Account is to p::.."escnt to the Court the question or the bcqu8sta to Harian E.P~lelson end '. 1~ni.1.SCI"H.1TIl3'l1. .-,: As soon as tIC have fir;ures available on the value3 of the stock of Penn N<1nu.. fncturing Corporation and the oil and ens interests of Hr.Faucett,we 'Jill file an additional Inventory in con.nection \Jith this Estate. Sincerely yours, Chas.E.EnlO\J Assistant Vice ~~csident CEE/cu Enclosures f J ~I I I ,I ·" ...." I :>t:lURGH.PI:.NNSYLVANIA 152.30 1 "(\1Ci7'"Ju Y .;:,t,-...\) LC!k(~IJ)'-ni1 Hothodi:::t Churc.h C/O T r,"i"dOt-f-,"('c,l·l-,-r.>1 ESf,:d rc......-~._........_~....,._t.'__."\.)'.,.--- CQ1.1fltir~,EcH1I~r~u:i.J.tIij:~Z Unionto:m,Pcnn~ylv3nia 15~Ol Ho enclose her0.uith co:.,ies of P.srtial Inventory and First and Pnrtial Account of :t':~tt8bu:r[;h E~1t:ion.2!_;:Ld:,Hichael Bcicdcin and E;;Trold V.Fergus,J:c., E:::c:c~ltcrG of the E_;t3\;C {):!:;:'.K.F:mcctt,(k:ccase~,l?i1ich t~C have filed in the 02ficc or the R·<:;i.:.ltC:i:0::'Hills of P,}cllinr.ton County to Nc.63-69-902. This Account tliH bo ~)l:c;]en.tcd to the Cou:i."t for confirDation on AucuGt 31, 1'.:70 ",rid Hill Hgain CG,'::C bc<ore the Court fo!:'Audit dcring the lice!,begin- ning Sc:ptm:ibcr l/~,197(i.Ou::l"8.:lGOn for filing this Partial Account is to prc'Jcnt to the Court the quc,stion of the bequests to Harial1 E.Pot'wlson and Aili~Schui:1an. As soon <is ue have £if;l'.l.-c::,;DVl.:lilable on the valueD of the stock of Penn Hanu- fact'J.:cing Corpor~t:i_o::t_m:J th(~oil and g,w interests of Hr.F::tlcctt,lIe llill . file an additional Inventory in connection with this E3tate. Sincerely yours) Chas.E.BuleYl AssistQut Vice President CEE!c\~ Enclosures ! i\ '.:.-S;FjJ;r?t--*:"It ~;;,pp ~4 PITTSIHmGH.PCNNSYlVANIA 15230 I!'ri.cndship Coz{;;l:unity Chm:c..:h J.O~)(}CcL:icil Avsn~c Uf:~;1~:i.l.'i.Gt{)n,Pcnm:y1.vania He (:nclc:3c hGreuith c.)pJ.c,::ai'P,:-:1:t:i.nl Inventory and First and Parti.al Account of l'ittcbur£h j:4,::ltiol1:J.l Eil:'l:.:;iLl.cl!,,:ol 11cier:lcin.and H<-11"old V.Fergus,Ji:., E:iC(;t.rtol";J of tl1c E~t.Jto oi l~'.r.~.1?;}\7cct t,,d(;cctIDCU,'t711icll tlC IlG1ve filed in thd OdicG of the Register .()::\-J:i.l1c or H<~shir~ton County to No.63-09-902., 'i'his Account tJiH be p:ccscntcd to the Court £0:::confirmati.on on August 31, 1'jjij nod \Jill again come befo:::c tb(~CCili:rt :20:"A'.<.dlt du!'il1~the t7cel:becin- 111118 S·:..'~it~r~1Ler 1/4)100J:J.O·t:.~·rc~;~·:~on fo~f'il i:l2:tlli3 P~1rtj..al 1~ccoe.l1t i~to pf':c:;;cnt to the CO\.lrt the queIJtion of tlw bCqUC:lts to I,brian E.Powelson and Ann ~{;hu.r;um. II:::,Goon as He h~vc fi[',urcG nV~lilable on the valges of the Gtock of Penn Unnl!- factil1;ir::~Corpo:;:aUon aJ.1d tile oil ~nd ;;;a3 in~:c:.·,:::;}t8 of it:.Faucett)\'7C Hill i:HG .:lO adJitiomll In~1cntory in CDIlJ:1ection \-71-;;h this Eoit<1tC. Sinc.e::ely yOUTS ~ Chns.E.Enlo~7 A",sisl:ailt Vi.:.:e P-rcsident eEI:/cw Enclosures \ f f .'t I, t, 1! ,\ ,..•........Ir"-''''''''.;IV July 3':1,19i'O FiI:st n:::choJic.t Chu:::ch C /0 ,,\.:..,.f'1t·,....j'"~TT'1 >~1....\~~"U...[;\_u:',,,.Od Ch.a,iL~l:~all of ijoilt'd 0:':'.I::~·us t(~es 70 Barre '(;ood D:cive Uaohinzton,i'ormsylvnnia 15301 Gentlemen: He enc1.o:Jc herc,\]ith copies of P:l,,'tial Invc:nto:cy and First and Partial"Account of l?i.:its'iJur;::h :iiai.:im:~:ll ~;ani::,}:icl:a\::l :Soic'I:·lo~.n c2nd IIm:-old V.Fergus p J;,:., E~:ociJto:;:;.3 of the Estate;of F.K.f:"aHcctt,dccc..wcu,d2ich \17e have filed in the,i Office oi the n,egistE:~'of Ui119 of l:'~:;:;hi:12t0i1 COUIlty to No.63-69..902 •. r TliiG A.:co\.mt 'Gill be r)'reG~n...:od 'to tlv~CoUi:t £01.:'confirmation on All':::iust 31,. 1970 awl 'oill <l2-,.dn co:::c bc=:::ct'c the CO~:l:t:::':0::Ludit duri!'-2;the uee:k begin- .tlil13 Zcptc~.lbcr }A,1970.OUi:~eQSo:.l fOi;'tiJ.:l.n[,;thio Partial Account is to. --'p:r:C8ont to UFo!CouJ::'t the (('(..Qstiarl of the bequests to liarian E.POwclnon and~/'..... //;1\1111 D~1l't.:1lJ.1al~. As coo;.}..3 t7C have il3Ut'GS available on tne v.Jluo$of.the stadt·of P.::nn !'lanu" £3cturins Corporation .::nd the oil SUU ['.:1:1 :~:1lG:C:'e~~t3 of Nr.Fawcett,m~vill file an additional Invt:ntory ill COul1cctior~uith this Estate. :: .-.'icm;.fC\l -'[ Eric losures i /I ,.,~·tlI' ASG:.\.st;.m.t Vice President< PITTSBUHGH,PENNSYLVANIA 152.30 Child:-Cl1:J Hosi.J!tal of PCi1:1syJv,:mia (Pitt8burgh) c/o lh".John.'i':':'oan,Editor l)rc~Ji(·~cni.:0::~Jld :UC~JSbOJ'~C..1::-l'~;.:1i~:n The Pittsbu:;:::;h Press P.O.Em.S66 Pittsburgh.Pcnrloylvnnia 15230 Gc;ntlC::lcn:,.• \••< He enclose hC:i::cuith coP:~Og of P':ll:t:1.al Invcntm:y and First and Partial Account of J?itt::;burgh I13tior..al D;:m:~,Iiichacl Ik:icrlein and Harold V.Fergus,Jr., E:~:ccutO!'9 of the Cot.1tc 0:;;:I".1(,i."i1~lCCtt,decc<1scc1,tvhich '\10 have filed in the Office of the Rc:t::LGtcil.:02 ~;ills of't<laGhington County to 110.63-69"902. This Account will bc p:;:c8cntcdto the Court for con~irm3tion on August 31, 19,'0 and Hill a::~ain coma bc::co,:c the Court for Audit during the ucel-:;beGin- ning Scptcwbcr 1ll-,1970.0."2:"recwon tor fil:l.n~:this Partial Account is to present to the Court the question of the bequests to Harian E.Pm'1clsol1 and Ann Schur'Ulu..'•'... As Goon as He have £i~ur.:es available on the values of the.stock of Penn H:;nu- :~ac.turin[;Corporation amI erw oil and Las intci.'csts of I"lr.F,u't'lcett.te;'C ".;ill file au ,uddition.nlIl1vcntol:'Y in COC1l1Cei.:ion t1i.th this Estst.e. Sincerely yours:l .".''~-, ~~.\~.'.jl'.-tX'-~,··,..·.·...i.,.... ",i ;;""t, Chas.lL Bnlrno1 Assistant Vice President GEE/etl En-::loGureo ..."...-i.;.,;·f +<t '~-..- PITTSOURGH,PENNSYLVANIA 152~O July 30,1970 Libc:ety J;Ic:t.ho:.:!:1.!Jt G!ml"ch R.})..;J~':G 1)0::;;:3C:2 lV£j~lli!~to:'l,P';.:;r~L?8yl vail.ia 15301 H?c::'lclosc hc:rcuith copies of i"lat,tial Inventory and First and Partial Account of Plttsbu:q;;h U,ai::ional Dan:,1~,iGh~~01 ~~cic::rlcin and Harold V.1?cJ:2'Us,Jr., E::cCU't,)t'8 or:tbo I::::tate of "iT.~{.Fa;'7cctt~dcceaced,l!hich loJe have filed itl the Office of the B,';;gister of lJ11113 of 'th.shirtgton County to Ho.63-6:;-902. ThiG .il~count uill be rn."C8eai;Od to thcCom:t for confirmation on AU$ust 31, 1970 an~l Hill a::<1in CO',;iC Daiore the Cou;:'t for Audit du::inr the "(.;Jeer:bCBin- ni.l1]Scptcobcl.·It:,1970.0;;1:'re<:lson :tot"filill3 thi8 Partial Account io to p::c~8cn::to the Couzt the question or tho bcqucsto to l.L:1rinn E.PO'\lclson and f..:''1U S~hup..an. Ao DoonastJe have ii;:;m::e8 G\7c:!.lable on the 'JabeG of the stock of Penn Hcnu.. fact1jrin~~COI:poration and the oil and r.:as intercots of Hr.Fat1cett,tJet~ill file an addition.11 Iuvcntory in connection uith this L:state. ",Sincerelyyo:.lrs,", ~~J/~ ehBS.E•Enio\] AGsictant ViCB ~~csident eEE/CH '.':'.,.:;:~:, Enclosures ./ I! II t·•• j I J ,-__.•II'• _•._ •_._ -_._........--',,..,~~-'''H _••,•••~--•,_."..~-_._••"._.....~-"'-'''~r-'-'-'., PITTSBURGH,PENNSYLVANIA 152:30 July 3:)~1970 S.::cond ChristiCla Ch~D:ch (no;]Fairhill ""'10'"("1"'1','i'·1 "~'L C'·,,·····~t.·l)1....-...._....f~J,...u ....._'-!..,t.L~,..:;.._l c/o ;','-~,"c'-'"Ii·.p........"7,.,i--e},;.dd ~'"•.,·.,....Lon,),,•.,qu ... aCt Ellnt CIl!?ot!1ut S~;::"ec~t "-"'1 ".J 15301 l:ic enGlOBe hcrculth c0i-lios of Partial Inventory and Ii'ir~t and Paz-Hal Account of :i?itts"i:m:q:;h Ibtional D.:ml:,Hichacl Bcierleinat'ld H3rold V.FC1:gus,Jr.,. E~~CC!.ltal:s of tho Estate oi :ii'.K.fau:::ctt,dccca~;cd,t;hich t1C havef:i.lcd in the Office of the RGGistcr o~Wills of WnshingtonCounty to No.63-0S-~C2. This Account 'Oill be p2:escntcd to the Court for cOi1flrmatio~l on AUCU:1\:31, 1970 and wEi 3~;"lill CO,Je before the Coart for Audit during the v]cek beGin,:" ninf;Scptcrilbcr 1!~,1970.Om:reason for fili~\:hi3 Partial Account in to p:cc8cat to the Cou:rt the question of the bequests to Ihrian E.PO\1cl:::;on and lii:J."1 Schuraal1. As soon as we havcfigures Oi\1ailableon the valuczof the stocle of 1'.::nn UallU- factu:dne COl')?O!:ation and the oil and tX.::IS intcl'ests of lir~Fm~cett.\-le 'oill file an additional InvGnto:cy in connection with this Estate. Sincerely yours, y?y~r'~~. Chas.t.Enlw Assistant Vice President Enclosures ,.~ ':",-j\'r .!"r':;.~.S ~;'f) 'r-lli~t:JURGH NATIONAL BANK PITTSBURGH,PENNSYLVANIA 15230 July 30,1970 Sc:llvation Aruy Fcn'Ccrn 1'<';:!1Ht1ylvania Divinional lIcaclquarters L;21:.Third Avenue 15219 '.He cr~losc herewith co~ics oZ Pa~tial Inventory and First and Partial Account of lJittf;buiTh TintioIlCll Dan':,Eichacl Dcier:1.cin and E[l:rold V.fcr[,u::::»Jr.» E:::ccuto::s of the LstClte of 1/.K.Faucett,deceased,which we hav(:filed in the Office of the:R'c;Liste::of ~Jil1s of \;addnLton Co~mty to 1'10.63-69-902. 'il'dc Account vi1.1 be pre:::cntad to the Court fo'i:cord3il.'T.!ntion on Au[:us t 31, l,>'. 191'0 aLi.t!\Jill uLain CO';;,C r:.i~l~~fJcpterJl)er 11..:-,197C. pr-cGent to the Cmn:t the l11:m Schunan. before th'';!Court for Audit <.1uring the vcc~~begin- Our reaGon for £ilin~this Partial A~cou~t is to question of the bequests to l'brian-E.PU\Jclson ..nd As Goon as He have fisu:;:cs avnilr.tblc on the \13J.UC.3 of the ~toci:of Faun Hnnu- f:;lcturing Corporatiol1 and the oil and cas intc:ccstsof.Hr •.Fatlcett,lJC \,;111 iile an additional Invcntm:'y in connection 't-Jith this Estate. Chac.E.EnlOt\7 AE;sistant Vice President Enclo3urcs \' .0':'.....'~-.'-",.......".~~",sBUrlGi1'~R~fONA~BRN.t< ",NSYLVANIA 15230PITTSBLJt;'(;H,f'L N I \ } f '''....' l~j.~;s[~i.11Gton 11oc;pittl 1)j'.lsCH.l 11.\7cnuG ...::.'\..,.~.~j 15301 '-·":t'·.t " \'-~,.".,.~. Gent1Gi:ten: He.;cncb.:>c hOl"c\.Jith copic;;ox r':1:::ti31.Invcnto:::y and First and Partial Account or:Pttl·'~b""·',:~l H1}'-10'i13''f.'c,',"'·':ic!>!;','1 p,,>·j''''''lc''fi auu Harold V Ferr>us J;'.....••J-.,~t_.....'-_..".:.,)~.l":':''''J 1.....""""_ -•b t ,. E:;sc:J.to::s 0::'the Est~lte of P.K.E'3':7::e:t.t,t:.occascJ,uldch \..TO have filed in the Office of the Regi.ster of 'JilLs of U"lshington County to No.63-69~902. Tili.;:;Account \lillbe pz:.:..:scnLaJ to the Court fot'confirmation on Au~:ust 31, 19l~}c'ifid \;i11 again CCfiae bcfo'fC th,c CO'uri:for fkudit during tIle l}(~ei:bc~;itl'· n:L::.::Scptcubcr 1!~-,191"0.Ou:t L'C<:\SOfi fr):,:filin;~;this Partial Account is to Pl"Cs::mt to the Cou::t the qUC:Dtion of the bCqi.K;;:;ts to Harlan E.PmJelson and l~!lr~,GchUl:lan. As Goon as uc have fi,~~<'E·OS available on the valucs of the Dtock oiPcnn Hnnu- [.:;c:.t'.m:1.n:;Corporation and tho oil <:Ind tar;int87::'cntG of 11:.:-.E\mcett,"tIC t-;;ill f:1.1e en (;J<::ditional Inventory in connection Hith this Estate. Sincercly yours, &l~~t~ elIas.E.Enlo'\J A~siGtant Vice P~esidcnt CTII:/cu El1C lO;Juros :l r,.~/'i,,·'/',',;.'t I ./</~#-r··..·....·····..····....··, !-.~"C/-~',4 ,:Ji'I.,. "'"t •t "~ I \i! ," If Family Exemption claimed by Petition,g",\"C I ('(ccord:.r:J..(}.t...fl.P.l?~.~~~l~J:~c•••••••••••••••.••••••••••p ueL!0 I' If Family Exemption is claimed at aud,"t g",relationship and basis for Claim:..:::·.:::::::::::-~::::::::::::::::::.:.-,lye nom!.', List any advancement or distribution on account that has been made,and nature and amount of same: Household goods and e(IuipJ:ll~llt,clothing,etc.delivered in kind to Harian F.Powelson under terms of Item Second of \Hll at appraised value of $8,008.50. 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: Narian F.Pouelson -Household goods and equipncnt,clothing etc.in kind at appraised value of $8,008.50 (credit to be taken for auvance distribution) Harian F.Pm-lelson -Such amount as the Court may determine under provisions of Codicil dated June ,1969 Ann Schuman -Such amount as the Court may determine under provisions of Codicil dated April 9,1969 Michael Eeierlein,Harold V.Fergus,Jr.and Pittsburgh National Bank ~Balance for further accounting. l'iOTE:This is only a First and Partial Account anti Accountants have·filed only a Partial inventory and Partial RCC Form.Accountants,therefore,respectfully request your Honorable Court to defer any action on Pennsylvania Transfer Inheritance Tax until a further accounting is filed • "-,~-.....---.~...._".. ..•, i iIi iJ ...,,-~"",,-...~-,....,...¥---_..-................__.-...-------~.........'t7<~..........r..."J--·~r--.---:17 ...~_••_~-...~~.........,.........~....-":".,":."._~-_-.~\~.•-'~_,~........-:.~.~,.._.,~~-~-~__-_.~Y'...,,-... ..<'i No..15i.Q.~-902.. Estate of..F.•..Kt..Ji'.h.'i9.~1'.'F.....•..••...•..........•....• Deceased Fiduciary.Hi~has;.:t..J3.<:.i.~x.lgJ.l).)...l}.if.r.9J.Si...Y.:. Fergus,Jr.and Pittsburgh National Bank,Executors PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective Decerrlber 3,1951,being rule No,9:pa ragra ph 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. l~ar.O~d._V.•...F.e.l:gUs············_-····Aii~;~~;;·......... ~2 '\I f t,:. ,~: J ~ S'rjt.; Lf/ ~. ~...'..'"f't..·'(t t" fl·····.·'····.'···, i, ,{ '~ ~. t'f t"t Sept.22,1972:t "'.. FOR SUPREME COURT via HAROLD V.FERGUS E.:.~.1.'~.9]f~~l~~f\SED.e __ ADDITIONAL DOCKET ENTRIES---,_...... lWT INCLUDED WITH PRINTED MATTER ..--...... July 29,1970 --First and Parial Account of Pittsburgh National Bank, Michael Beierlein and HaroldV.Fergus,Jr.,Executors ESTATE OF F.K.FAvJCETT,DECEASED,FILED". ,} ItAND NOV.!,to wi t,August 31,1970,t he wi thin ACCOUNT presented to the Court for confirmation. Russell Marino Register and Ex-Officio Clerk of O.C.Division" Sept.15,1970 --PETITION SUR AUDIT on FIRST AND PARTIAL ACCOUNT TOGETHER with Schedule "All,RECEIPT OF MARIAN E. POWELSON and various letters attached,together with suggested distribution,FILED. Sept.17,1970 --REPORT OF INHERITANCE TAX APPRAISER,W.R.CHANEY, REPO~T OF THE REGISTER OF WILLS, PERSONAL E STATE SCHEDULE and Form RCC-33 together with Schedules under Heading REPonT AND APPRAISAL,and RESIDENT INHE~ITANCE TAX APPRAISEHENT,FILED. October 9,1970--HEA~ING ON INTERPRETATION OF CODICILS Before :THE HONORABLE P.VINCENT l1ARINO, Judge of the said Court APPEA"qANCES:FERGUS,MARTIN &FERGTTS.,ESQS"of Washington,Penna.,representing the Accountants. B.A.FRANKS,ESQ.,of Washington,Penna., representing Ann Schuman,heir. ,; I III I II [ II TIME:Friday,October 9,1970,at 10:00 o'clock A.M.,EDST. "I hereby certify that the proceedings and evidence are contained fully and accurately in the notes taken by me on t he hearing of the a bove cause,and t hat this copy is a correct transcript of the same. Jacqualine Harr~ond Official Stenographer The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. By the Court, P.V.Marino,J.·1. July 1,1971 -- November 13,1970--REPORT OF INHERITANCE TAX APPRAISER (W.R.CHANEY) REPOnT OF THE REQI3TER OF WILLS, NOTICE OF FILING OF APPRA:SEHENT SUPPLEMENTAL REPORT AND APP~AISAL (Form RCC-33) together with SCHEDULES;and RESIDENT INH':~RITlll'1 CE TAX APPRAI SEMENT,FILED. MARINO,J.,dated July 1,1971,FILED.OPINION (On Interpretation of CODICILS) July 19,1971 PRAECIPE FOR APPEARANCE By Thomas L.Anderson,Esqc, for MARION POWELSON,claimant,as legatee,FILEDc - 1 - -\~-- ./..'"-.. ,.'.. ~! ~.! June 25,1972 --SECOND AND FINAL ACCOUNT of PITTSBURGH NATIONAL BANK~l1ICHAEL BEIERLEIN and HAROLD V.FERGUS,JR.,EXECUTORS,ESTA'rE OF F.K.FAWCETT,DECEASED. 'AND NOW,to wit,August 28,1972,the within Account presented to the Court for confirmatione Russell :Harino Register and Ex-Officio Clerk of Orphans'Court Division -2- II [ IlI t III. Form RCC.IO 80789-6 ~FFICE OF THE REGISTER lDF WILLS OF WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF :.......$. DATE APPROVED . j AND AGENT OF THE COMMONW5ALTH Register of Wills,Agent ESTATl:::OF F,K Fawcett LATE OFEast Beay Street,Washington,Pennsylvania DATE OF FILING APPRAISEMENT DATS OF DEATH July 26,1969 DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNT VOUCH"1ll 10f)O h 'RllCH::l~1 MA'Y'-lnn T,etter!=:testamentA.rv -~~ I R~O'-l!=:ter codicils &renunciation 24 50 ene Short Certificate 1 00 1~Washin~ton Countv Advertisin~letters '9~Testamentarv 14 00.~ 1lJ.Rll~~~11 Marino Two Short Certificates 2 00 ReQ'"'l!=:ter ?I;0"v r Publishin~Advertisin~letters ("Testamentarv 14 00 2c;Pjatt Funeral Home Funeral exoenses 5.1S6 S2 2c;.nmhll1 !:lnce and Chair Service at home and Service transoortation from home t:n 1.T!:lc'h-t1"\0't:nn Hn~n-l t:~1 ,<I;00 2c;Co111mh-lA Gas of Service at 687 East Beau ~-Pennsvlvania Street orooertv to .Tll1 v ?O 10f)O h I'<h 2S()1 West Penn Power Comoany Service at 68g East Beatf, ,,',.Rtreet nronertv to ."'".Tll1 v 21 10f)O q 81 2S 11A."'llev B Wilson and Son".Aooraisin~household I furnishin~s &antiaues 125 00 - ?c;Ro!=:s .T Herron Mowin~two vac.ant lots' nl1'Y'-lnO'.Tll1v 15 00 2h Russell Marino Two Short Certificates 2 00 Re~ister ~""'......+2 Annex Pharmacy Drug bill 7 01 COMMONWEALTH OF PENNSYLVANIA } ___s.:COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEaT OF "MY KNOWLEDGE AND BELIEF,THE FOREGOING IS AJUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONil FOR INHERITANCE TAX PURPOSES. .-,-lL.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY 01' -----18 __ Form Rcno 80789-6 '.~ibFFJCE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ....:.......$.... DATE APPROVED ••....•. AND AGENT OF THE COMMONWEALTH ESTATt::OF F.K.Fawcett Regi.ter of .wIll.,Age"t L.ATE OF _ DATE OF FIL.ING APPRAISEMENT DATS OF DEATH _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 12 John C.Craig Yard work prior to death ~20 '~I 1?Ashmore's Flower Shoo Book Account 15 90 "J Wl=lshinQ'ton -East Sewer service at 689 East W,l:IQ.h"nQ'ton Beau 12 Joint Authority Street property to J.une 2h lQhQ ,lJ.7? 17 ".Columbia GaR of Service at 68q East Beau 'Pennsvlvania Street oronertv to A1Hxust ?7 'OhO 99 '()() 17 west Penn Power Comnanv Service at 68Q East "R1O'::nl titreet --+;v to •it 1Q 1Q6Q ?()1()lJ. 17 W"""Am H Weirich Cleaning uo house and h~,,'hH"rubbish from 68q East Beau Street orooertv 201=)00 18 William H Weirich Balance due <'7 ~() 1Q .Tohn 'R ~""~"CJ'Clltt1nQ'Q'1"'ARR Ann C\lPAn'1Y'lO' un vard at 68q East 'Rp.au ~t1"'lOlOt 10 I?() 1Q Commonwealth of Two Certificates of Death 2 00 PpYlYlQ."\T;'L'UAn 1A.- 22 A.T.,King Appraising Jewelry 5 00 ()C\t:1~Russell Marino Three Short Certificates 3 00 'ROCJ''1qtlO1'" COMMONWEALTH OF PENNSYLVANIA } ___SS:COUNTY OF I,--------------------~----_HEREBYCERTIFY.THAT.TO THE BEeT OF MY KNOWL.EOGE AND BEL.IEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONlO FOR INHERITANCE TAX PURPOSES. ---,-IL.S.l SWORN AND SUBSCRIBED !lEFORE ME THIS DAY OP' ------18 __ -2- 1;- Form RCC·lO 80789-6 ~OFFICE OF THE REGISTER OF WILLS OF WASHINGTON COUNTV STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF .,":.,....,$... DATE APPROVED ,. AND AGENT OF THE COMMONWEALTH ESTATl:::OF F.K.Fawc8tt Register of Wills,Ag..! LATE OF _ DATE OF FILING APPRAISEMENT DAT5 OF DEATH --------------- DATE NO.01'NAME OF PAVEE REMARKS AMOUNT VOUCH"" 17 John P.Wege Premium nue foT"VR.~R.n~v ~t T"PR.T"hRo 'RP~ll c:'f-'Ht 6 00 21 Russell Marino -Register Certified coov of Will 16 £)0 2~Citizens Water Comoanv Service at 680 East Beau ~·ppt +:" n lhp'Y'26 1QhQ 6 48 2~Pittsbur~h National ADDr,::l'i~A1 chR.rQ'p 'in 'Y'P 1,,+: :lJhRR F.~~t 'RP~ll ~tT"PPt 'Y'PA'Y' hRa ~A~+:'RPAl1 ~t:'Y'PPt Iv. lot #680 East Beau st,..,ppt 10'1 ioo 27 John C.Craig Care of lawn and gardens durinb!.'AUb!.'ust 48 80 27 Internal Revenue Service Social Security Tax on h"11~pho1 n Qmn1 f'o T" oeriod ending June ~O.lQ6c 2~g£) ':>7 Tnt:P'Y'n~l Rpvpnue Service Social Securitv Tax on ".1 r'I pmn1 f'oY' npY''ion QYlr'l'iYlO'n .t-o,..~o 1060 10 t;? 28 West Penn Power Company Service at 689 East Beau ,.,to o~''P'!" 17 1060 1.:.27 20 M,.,l(Ql:ln Plumbing.Heating WinterizinQ'house at 680 RJ..C!,'nn1"r ('I F.A~t:'RPA11 ~t:'Y'PPt:':>':<I()() ••v - COMMONWEALTH OF PENNSYLVANIA } ___so: COUNTY OF I.---------------------~~----_,HEREBYCERTIFY.THAT.TO THE BEaT OF ....V KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E 5rATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF AQMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEQUCTIONii POR INHERITANCE TAX PURPOSES. _____________-----;(L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS ,DAY OP' _____________le __ -3- Form RC ColO 80789-6 DEDUCTIONS ALLOWED IN ~:OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ....:""',.$..... REGISTER OF WILLS AND DEDUCTIONSWASHINGTON DATE APPROVED ..",................OF COUNTY AND AGENT OF THE COMMONWEALTH Regider of Wills,Ag.~t ESTATE OF F.K.Fawcett LATE OF DATE OF FILING APPRAISEMENT OAT&:OF DEATH DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" lI.T,...u I;r.n1"mh-1~r,.~l=l nf'~prvice at 68q East Beau P01"\1"\c...rl u"".....~""<:!-!-"..oo-!-+,.,r\,..1":r,hoY v ?7 1QhQ 1r\c::;11 I:i ()"'v .-P"hl ...c.'h'"'1"10'A"..."~1"\n'~+ I"'----hRn ti'"".,,+'Ro"""<::!t-,..oot--f",...".. ."",,10 1'<?h h RlHHl.ell Mar1no -ReQ"ister Three Short CpT't.1 f'1 ~;::),+_OQ '<()() "7 Bell Telenhone Comnanv F1n;::),1 b1l1 lh 1;7 l~Premium due for Liabilitv CoveraQ"e on various trlll=lt. T1 ~0."7 /?h /hQ -!-~ 11/20/6q '<()() 17 M,..'I(...."'.....P1 ".,.,h-1 '1"10'Ho~t:"nO'n,..""...'I"I"1'1"1O'Y>""rH""t-"""'Q ""+.hRn !Ir.~1"....n l ..r (1 'R~l=lt:'RP~ll ,..,to .___J...__R ?I; 24 John P WeD'e Ai1i1-1+"1""1"\""l o11m ChlP-nn lj!;,..o Pl?il;,....r :11:'<1 7QPl hh?51,. H'nl'"u~f'~n,....r.#H'H'OO(IIU·'f I~ Po"...,.,"1 + 11 11 R/hQ t-n 1?11 R/h b-,i ""0""'"hRQ 'R""Qt:1 po-..,....... "RO""l1 !=:t:l"'PPt.~l 00 28 WPl=lt Penn Power Comnanv Service at 68q East Beau I !=:t.o No ..' lR 1QhQ Q 1;1; Dec 1 Union Drilling Inc.Amount due for Decedent's 1 /1 h t:h -1nterest in hinkle ?r\r\_TTl"'Tolol1 ?11-:21 -:21 COMMONWEALTH OF PENNSYLVANIA }S8:COUNTY OF I,HEREBY CERTIFY.THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INMERITANCE TAX PURPOSES. (L.S.) SWORN AND SUBSCRIBED SEFORE ME THIS DAY OP' 18 __ -4- Form RC C·lO 80789-6 DEDUCTIONS ALLOWED IN :OFFICE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY AND AGENT OF TMe COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ....:.......$.... DATE APPROVED . Register of Wills,Age"t ESTATt!OF F.K.Fawcett LATE OF _ DATE OF FILING APPRAISEMENT DAT5 OF DEATH -_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"''' 10 {)h!=l.Al"v1na-P1lh1;!=l.h1nO'Advertisin~nronertv at 68q ,.,nv East Beau Street for sale 121 47 12 John C.Craig Burning brush for East "RO::l11 MoL ,r.~?n., 1R (!;t:;'7.An~Water ('Final h.,11 ~t:hRQ R~!=l.t:"RO::l11 ~oL ?l;? 18 Washington -East -Final bill at 689 East Beau lAT~~h;nQ'ton .To:tnt Ant:hor"br ~t:l"APt .. h ~') 29 John P.Wege Additbnal premium due on -nn1"(1v ~17QP1662 &-. n1lA f'nl"V,'"li'Ii'-{1 JU .{,}:-' ~•t:f'1"'nm 12/1 R/hQ t:n 1 /1 R/70 hRQ~'R,:>~to 'H'::IQr."R':>~11 ,.,~1 00 1Q70 T",,,,k ..•n '7.':>'AIO ~nn Ie!T.00'::I1 li!O'Y'U;(">Oe!-'-' 'no(">onont nl"'i 01'"to nAat:h ~nnn 00 5 Fairman Drilling Comoanv Decedent's 1/16 share of (1n!=l.t:e!nf'n'Y';11 "'nO'('1::104...,v ~ 'R,:>;n M011 :IJ~'),C".\'),~~ 8 .Tohn C Craig CleaninQ'1ln val"'n ann hl1l"n_ ;nO'h'Y'l1~h ::It:()RQ 'H'::IQt:'"RO::l11 <::!.t:'Y'00t:~R 140 ?().Tnhn P Wp.Q'p.Ann"t;nn::ll i11m n1lP.nn l1';.,...0 Pnl;(">,\T -<17Q Plhh')R,. FF~097702.VaCanCY Permit COMMONWEALTH OF PENNSYLVANIA } ___SCI: COUNTY OF I,--------------------------_HEREBY CERTIFY,THAT.TO THE BEOT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. .-----,,.....-(L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP' ------'11 __ -5- Form RC C·10 80789-6 DEDUCTIONS ALLOWED IN ;OFFICE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ....:.......$'" DATE APPROVED . Register of Wills,Age"! ESTATrE:OF]f.IL Fawcett LATE OF _ DATE OF FILING APPRAISEMENT DATS OF DEATH -----_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH$;1t from 1/18/70 to 2/18/70 Y'P::lY'f)Ro 'R::l~+ "R1=>J:lll ....,to ~1 00 22 Martin Zewe and Fergus On account -attornevs' ces ~.OOO 100 H'l=>h 24 John P.Wege Additional premium due on l1'';Y'1=>Pnli(!v ~170 P1hh??to. 'l,2 V~('>J:lY\~V P .~_-4t.11'1\1·~UI..I from 2/18/70 to ~/18/70 -'Y>Ol:l'Y>hRo H'l:l<:!t-"ROl:lh.'v ....!t ~1 00 Mar.C)John P.Wege 3rd install premium due on Work Como Pol WC-62967P1661> 1 "ITI=>l:l'Y>f''Y>('\m '</?R /70 T'l""f'\T'l 68q~rear East Beau Street ~~00 10 McKean Plumbers Restoring heating and pre- Heating:&SUDD1v Co.oaring water lines for tinn Rt 680 F.ast "RPRn ~t.Y'PPt Oh 11;7 ?O .Tnhn P WPO'P AiM';t...nnJ:ll i11m t'h1I=>(,\T'l H'-1,..,1=>'Pn1 -;('>,\T ~1 70'P1 hh?Rt- 11'11'~UI..I (2 From ~/18/70 tc 4/18/70 Vacancv Permit Drm .. f)R<;)Y'~ar East Beau Street ~1 00 An,..,1~TY\...._~~~,.T'\Cl__••-4 (!P 10hO TY\(!nml=>rt"J:lY n1"'l ('>J:lT'l-1 +l:l1. gains 10 151 COMMONWEALTH OF PENNSYLVANIA } ___so:COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES. _____________-----;(L.S.l SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF ------le __ -6- Form RC no 80789-6 :'OFFICE OF THE REGISTER ,OF WILLS OF WASHINGTON COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ....:.......$.... DATE APPROVED . Register of Wills,Ag••! ESTATl!OF F.K.Fawcett LATE OF _ DATE OF FILING APPRAISEMENT DAT5 OF DEATH _ DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCH"1t .,1ll TntpY'nAl Rpvenue ~PY'v1cp "RnlnrlcP "fj1onoT1nl Tn,.."'mo,'l'nv f'oY'nera10n f'Y'om .TA.n 1 lQ6Q to date of death 1~.c:)~2 170 11:)Columbia Gas of Pennsvlvanili Service at 68q East Beau n.t.,t:t:o ", ~1 1Q70 12 I~O lh Hl=lY'o1"V ~Ac a It:':v IS fee 7 I;()()()()'t:':.~l~IJI ul. ?()Citizens Water Comoanv Service at 68q East Beau ~t:l"oot:to ~w .", 26 lQ70 1 66 ?1 John P.WeQ:e Additional Dremium due on P",1 ~170P1 riri?8r.H'H'-<IIU'{I~ 1Tl=lI"l=lYlI"'''IT t:f'l"nm II 11 R 17ra t:n I;11 R17()riRo "'RA.l=!t ReA.u ~tY'PPt '<1 ()O "v. ?7 l[o11"rIQ Dp11"17Pl"V .QOl"u-1,..o T-l'n,,1 ..~O'•.~~.:J__....".f' ,- recorOl=!from 6RQ 'Ral=!t "RPl=lu ~tY'pet ?1 ()() Ml=l"lT I;r,.pneY'A1 Liabilitv Premium due for T.1 Ah1 1;tv C> T -,.."account T'--,..10'0 f'",.."+~""-nOl"-1 nO 11 I?()lrio tn 11 I?()17 b, oron Y'PA.Y'6Ro F.RpA.U'~t ?~I()() I:)General Liability Premium due for Liability Insurance account Insurance,coverage for the ....."".."ot I"\n 11 I?()IhQ t:n 11 I?()17~ ~', nl"nn 6Ro E.Beau Street 18 00 COMMONWEALTH OF PENNSYLVANIA } ___sa:COUNTY OF I,-------------------HEREBY CERTIFY,THAT.TO THE BEGT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES, _____________---,CL.5.) SWORN AND SUBSCRIBED !lEFORE ME THIS DAY OP' -------18 __ -7- Form RCC·IO 80789-6 :OFFICE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY AND AGENT OF TME COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN TME SUM OF ....:.......$.. DATE APPROVED .....•.. Register of Will.,Age"l ESTAT[!OF F.K.Fawcett LATE OF _ DATE OF FILING APPRAISEMENT DATS OF DEATH _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH';" ~.e:;General Liability Premium due for Liability T'ce account Insurance coverage for the np1"1od 11/20/6q to 11/20/7~ ........."'.....hAA ,..'P.O!:l"-.•+18 100 I:.~- R McKean Plumbing Repairing gas lines at 689 'J.fCl~t1nQ'&Bunnlv Comnanv East Beau Street 65 00 11 S.White's Sons Completion of inscriptions nn O'r~'7e m~rker ~2 11:50 20 John P.Wege Additional premium due·on li'i1"P Pn1 ~170P1662 &''~ \7~~.,.....",r -°tli'Ii'-(1 JU'{,',I f''Y'nm ~11 R /7f'\+1"\h 11 R /7f'\ 7 7 n1"nn hRa 'Y'ClJ:l'Y'H'~ClJ:ll1 ~t ~1 loa .lllYle 10 r.1tizens Water Comnanv Final bill at 68q E.Beau ...•+.....","'.....':<lo~---. lq Washington -East -Final bill at 689 East Beau l.T!:Ion-1Y'1O"tnYl .lnint Authoritv Street nronertv '-.i 80 26 Wel=!t Penn Pnwer Comnanv Final bill at 68q Ral=!t Beau ~tl"eet loe:; ':<0 r.n111mh-l J:l Gal=!of Penna.Final bill for service at 68q Beau ~treet 44 08 July 17 Ross J.Herron Mowing vacant lot 10 00 24 Russell Marino Filing first and nartial 'RpO"-l~t.e1"nf'W111~R.(!(!ount 28 00 COMMONWEALTH OF PENNSYLVANIA } ___so:COUNTY OF I,--------------------------_HEREBY CERTIFY,THAT.TO THE BEeT OF' ~y KNOWLI!:DGE AND'BELIEF,THI!:FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INMERITANCE TAX PURPOSES. -----18 __ -8- Form RC C·lO 80789-6 DEDUCTIONS ALLOWED IN ;'OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ...':."...,$... REGISTER.OF WILLS AND DEDUCTIONSWASHINGTONCOUNTY DATE APPROVED ......,.............OF AND AGENT OF THE COMMONWEALTH Register of Wills,Agent ESTATl:::OF F.K.Fawcett LATE OF DATE OF FILING APPRAISEMENT DATS OF DEATH DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"" ~O R1H:u::tp11 Marino Addi+'innJ:l1 nllp.on O''Y'~nt.of' I RlQI0'1!=\tpl"of'Wi11~1 At.t.P'Y'~f'i 11 nO'~1 I i Vfo>l 1.(v ?h 00 I ~()MJ:IhlQl1 F.Rutan 'U f'PlQI!=l ~00'III L.<1. ~o MJ:l1 r>n1 m T,1070 Wl=l!=lh1 uL r.Ollnt.v Countv Treasurer Taxes for orooertv situate 688 Beau C'l4 ...1?R? AUQ:a 7 Earnest C.Cramb1et 1970 East Washington rpJ:lv f'"lllQ1p-t.o'Y'~100h l=lnn ~(>hn"l ~llo ?ll ~Ant.R 'J.fJ:l",n1rl V -AC'.of'I!=!'f'lQIlQI 1 ?OO 00 Octa 7 Ross Ja Herron Mowing vacant lot on E~~t "RA~1l ~·fo>Rt.1()()() 10 Harold V FerQ:Us On account attornev's ~prvicp~c:;000 00 28 Russell Marino Fi1inQ:suoo1ementa1 I RlQI0'1!=!t:lQI'Y'nf'W111!=!Tn"lQInLOr¥-1('\('\('\ 1971 I Feh 21:)M W G:I~I~m M,D p~."~!=l!=!'i nnJ:l1 wi f'plQl J:lt: Tl"".I-rr~y P'Y'f''''''''''''''l1nO'100 00 Mar.~Jacqueline Hammond eOpy of transcriot of Tl·1..I-rr~y 11 11l 100 - 1h Harold V.Fergus On account attorney Is 'fee 8,000 00 MJ:I'"(T 27 Internal Revenue Service Additional Federal Income rrl=lX f'n'Y'VAl=l'Y'1Q68 4.41)0 1)0 27 TntP-r'mH Revenue Service Additional Federal Income Tax on year 1909 2,494 83 ICOMMONWEALTHOFPENNSYLVANIA}ss: COUNTY OF II.HEREBY CERTIFY.TMAT.TO THE BEGT OF ~Y KNOWLEDGE AND BELIEF,THE FOREGOING IS AJUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF .DECEASED.AS DEDUCTIONil FOR INHERITANCE TAX PURPOSES. (L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP' 18 __ -9- Form Rce·lO 80789-6 ':OFFICE OF TME REGISTER -OF WILLS OFWASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ....:.......$.... DATE APPROVED . AND AGENT OF TME COMMONW5ALTH ESTATl!OFF.K.Fawcett Register of Wills,Age"! LATE OF _ DATE OF FILING APPRAISEMENT DATE OF DEATH _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" .TllY\e ?~11 th of'Pey\y\j:nr1 V~Y\;rrwo (>oy\;p!=t of'~I!=t 'Rl,,..p~n of v1tal statistics certificate 4 00 17 Malcolm L.Morgan 1971 County Taxes for f'rr,..ea 1AT~C!h;Y\O'ton C 12 82v .Tn1 "r ?1 Ross J.Herron Mowing vacant lot on East 'Real]!=ltreet 10 00 Oct.29 Ross.J.Herron Mowing vacant lot on East Beau street 10 00 . Nov.23 Internal Revenue Service Additional Federal Gift Tax ,f'or vear 1q6q 1.c)7c)00 1972 July 14 Ernest C.Cramblet 1971 Borough &School Taxes ~t"l11p(>:r.t"I,..hRR 'R 'Real]~t:;1 tit:; 2')Mark J.Bales Cutting grass on lot on 'R~!=tt:'RP~l]~o 00 26 Russell Marino Cost of filing second and C1e,..k of'O,..nh~y\C!1 C.............+-f';Y\~1 ~n t:;o 00 AUfr 8 Mark .T 'Ra1e!=t ~"t:t:;Y\0'O''''~C!ci t"'I'l"\1t"'I+"'..... 'Ra.Rt 'RP~ll ~t:,..ept:20 00 ~pnt:14 Norma Jean Pees Notary fee for audit netit:;oY\75 19 Ernest C.Cramblet East Washington Boro Tax fo" lq72 13 50 Ernest C.Cramblet Washington School n;C!t:,..;(>t:rr~y f'ci\,..1q72 40 ')0 COMMONWEALTH OF PENNSYLVANIA } ___s.: COUNTY OF I,--------------------~~----_HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLI!DGE AND BELIEF,THI!FOREGOING IS AJUST AND TRU EsrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD OF ADMINISTRATION SUBMITTED TO THE EST"TE OF DECEASED,AS DEDUCTIONS FORINHERITANCETAXPURPOSES. -----:-CL.5.) SWORN AND SUBSCRIBED BEFORE ME THIS ,DAY Of" -------le __ -10- Form RC ColO DEDUCTIONS ALLOWED IN OF COUNTV "'":OFFICE OF THE REGISTER'OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ..._. _. _.$... DATE APPROVED ..,...., AND AGENT OF THE COMMONWIiALTH Register of Wills.Age.1 ESTATl!OF _--=F~.--..;:...K;...:._F_a_w_c_e_t_t LATE OF _ DATE OF FILING APPRAISEMENT DATIi OF DEATH _ DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCH"~ Oct.24 Harold J.Fergus,Esquire Partial payment of attorney I s fee 7,000 00 Nov.24 Smith Brothers 50 copies of Brief for Appellant Income Tax &50 copies of record for Appellant Income Tax 1.982 31.. 1973 Nov.14 Fergus,Martin &Fergus Balance attorney's fee 5,000 00 14 Fergus.Martin &Fergus Reimbursement for cost ~dv~nced in re Ll t.n Supreme Court 102 00 Pittsburgh National Bank, Michael Beierlein and Harold V.Fergus.Jr.Executors',compensation 66.000 00 - COMMONWEALTH OF PENNSYLVANIA } ___S8: COUNTY OF I,----------------------------__HEREBV CERTIFY,THAT.TO THE BEGT OF ...V KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE EST"TE OF DECEASED.AS DEDUCTIONS;FOR INHERITANCE TAX PURPOSES. _______________.,--(L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY OJI'------,e __ -11- Form RC C·IO .~••••,~•OFFICE OF THE., REGISTER>OF WILLS OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF $/fi?<»~fZ ~. DATE APPROVED .•......f=/!.;?? ESTATt::OF _--::.F-'..........K~.--::.F-"a""w""'c=e-"t-"t"----_L.ATE OF _ DATE OF FILING APPRAISEMENT DAT5 OF DEATH _ DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHS" Selling expenses re sale of property situate 688 East I Beau St.•East Washington I Borough,Penna. I Commonwealth of Penna.Transfer Tax 60.00 York Realty Commission 360.00 420 00 Selling expenses re sale of , property situate 689 East i Beau st .•East Washington Borough.Pa. Commonwealth of Pa.Transfer Tax 425.00 East Washington Borough Transfer Tax 425.00 I 2,380BennettRealEstateAgencyCommission1,530.00 00 Amount reserved for I addit i on;:lJ court costs 100 100 I ~43.70t)27 I I I \, \ \\ COMMONWEALTH OF PENNSYLVANIA tSO:WE,COUNTY OF WASHINGTON GARY C.GOODLIN,VICE PRESIDENT, I.MICHAEL BEIERLEIN AND HAROLD V.FERGUS,JR./PITTSBURGH NATIONAL BANKHEREBYCERTIFY.THAT.TO THE BEeT or MY KNOWLI!:DGE AND BELIEF.THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTA,TE OF F.K.FAWCETT DEC D.AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.Oi'~~~~(:..yL •~~.VICE PRES IDENT-',/5~-(L.S.l SWORN AND S~BEDIlEFORE ME THIS ~'g;..DAY OP'~'1~ll J f--~,L' 01/U e ~~tAA::1.p'A'_I/~~,.~--..:;n,.:.M..d ~~_p,.v=c!...~........ CHARLOnE L.YOUNG,NoI•.,."b",7 -12-/ Washington,Washington Co.,Pa. My Commission Expires August 3,1974 Rcc-a1 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO 37-245-3 Inheritance Tax Division / PITTSBURGH NATIONAL BANK &HAROLD V.FERGUS (Executor Jl~~\am In Re:Estate of =-F-=...~K-::...--=-F==AW~C=E..::..T..::..T -,--__ WASHINGTON County -File No.63-69-902 Dear Sir: You are hereby noti fied that the---==--~L_l_·=fe__E..::.s..::.t_a..::.t..::.e _ appraisement in the estate of F.K.Faw'cett has been filed in the office of the Register of Wills of_''-'-'va~sh~i~n'-l;;g...."t'-''o'-''-n"'---------- County on August 18 ,19...15..,Said appraisement reflects the following valuations: •Real Estate ---,--_ Life Estate ~~~~~~___..::.$86,558.28 Transfers _ Jointly Owned _ Tota I ---'8~6~,~5~5~8~.~2~8-- 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 p,S,2485.1001,p~~. Date August 18,1975 Signed ~~.:t;P/ Title CHIEF APPRAISER DATE OF DEATH:July 26,1969 Note:This is not a bill. RCC-39 (5-.,68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT LIFE ESTATE SUMMARY Estate of FA\vCETT,F.K. (Last Name)(First Name) DATE OF DEATH 7-26-69 (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-69-902 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W~shington 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 ~s "A",d."B","C"and "E". Dated:August 18,1975 ~~L A<J,.t( INHERITANC TAX APPRAISER 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 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 es tates or VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- .JQXdUXtIe.'i • • • • • • • •• • • • •• • •• ••$__8=--6::::...;",-"S:..::S:..::8'-f...=2=8_ ESTATE TAX ASSESSMENTS $L..-_ FOR USE OF REGISTER ONLY Tax on $--1__ Tax on $-------j.__ Tax on $----------1--Tax on $--1__ Tax on $---j._+ Exemptions========t==Total Estate -I-__ TOTAL TAX ~ 5% 100 15~ COMPUTATION OF TAX $----....,...-----+-- $---------+-- $---------+-- $---------+-- $---------+-- $L.-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~_____to $----1 AMOUNT OF ESTATE TAX ASSESSED $----_L- Estate tax paid $L- BALANCE DUE $------__~I____ Add interest at rate of 6%from ------I:to-----$-----~t=TOTAL TAX BALANCE $-----~. PAID $-...J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. J Will lAdministration~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF F.K.FAW'CETT Deceased Late of :gA~'l'JyA.S..HI.N.GTON. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I FILE NO._6_3_-_69_-_9_0_2 _ COUNTY __W_a_s_h_i_n...,:g::::...t_o_n__""'--I RCC-2 (2-641 • .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS,. HARRISBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE August 18,1975 Whereas,__F_._K_._FA_W_C_E_T_T Iate of __E_._'_va_s_h_i_n...,:,g:::....t_CIl _ in the County of \vashington Commonwealth of Pennsylvania,having died on the 26th day of July 19 69,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Frances Leo ,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 Ufe 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 Made for InheritanceLIFEESTATEAPPRAISEMENTValuesTax,Purposes $ REAL ESTATE $46,200.00 PERSONALTY ~~~~t~~~nt:~l ~~~'~li:b8 (S~~~~emental filed 11-13-70 Cr)117.1.~3 00IfRAN.....titi.I'(:-;R,-]p.Not:'T;:I.xa111 P.-bv'SlJ me GROSS TAXABLE ESTATE 1.210.819.16 LESS D &'D 143,705.27 CLEAR VALUE 1.067.113.89 CLEAR VALUE 1.067.113.89 LESS BEQUESTS 128,008.50 LESS CHARITABLE EXEMPTIONS 751,284.31 RESIDUE FOR LIFE ESTATES 187.821.08 ~ LIFE ESTATE -1. At the time of the Decedent's death.Life Tenant.Marion E.Powels was 65 years of age.(Daughter of Decedent) 1/10 of 939,105.39 =93,910.54 Age Factor for 65 yrs.=X;.33420 Value of Life Estate 1.31 384 90 .11 1R4 q() LIFE ESTATE -2. I At the time of the Decedent's death,Life Tenant.Ann , Schuman.was 44 years of a,ge.(Friend of decedent) Continued on Page 2 Having been duly sworn accord~law,I do hereb~tifY tha~he ~ve appraiseme~made in con- formity with law on this ~.day of 'l~I ~h A <.-/19 Zs-:./J ';:-7"~,.of ~,.J L?('.-P'~~.J '-;1.J/ V"I AppralBe'. ~~~~"Penna., (PM OlIIce) l1ASHINGTON CoUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of F.K.FAWCETT Deceased. Late of WASHINGTON Date of Death,July 26,1969 Appraisement Docket Vol.,.37 .. Page,245-3 N§3-69-902 Filed ill Register's Office,August 18 19 75 Amount of tax 'due,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_...,...-_ Wrote abo.ut Appraisement, Appeal fyom Appraisement,_ Entered and charged,_ ..., • COUNTY _--'-'l'l""'au,;s""'h....i....n"'-lgt~o""'nu.---_I FILE NO._6_3_-_6_9_-_9_0_2 1 RCC-2 (2-641 • •DEPARTMENT OF REVENUE BU~E.AU OF COUNTY COLLECTIONS HARRISBURG,PENNA,17127 COMMONWEAvrH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE August 18,1975 Whereas,F.K.FAWCETT late of E.Washington in the County of liashington Commonwealth of Pennsylvania,having died on the 26th day of July 19 69,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Frances Leo ,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 Tax PurpolesPage2.-Life Estate,Continued. $ 1/10 of $939,105.39 $93,910.54 Age Factor for 44 yrs.x.58751 Value of Life Estate 2.55,173.38 55.173 38 , Total 86,558 28 (Tax Breakdown), : BEQUESTS $118,008.50 @ 6%=$7,080.51, @ 15%:,-Bequests 10,000.00 =1.500.00' Lj fe E~t:ate 1 11 1Rl1.QC1 {(j)hot.-1 883 09 Life Estate 2.55.173.38 @ 15%=8 276 01 Total Tax Due 18.739.61 Prev.Paid 15,000.00 Balance Due I3,739.61 Interest from 10-26-70 to 9-26-75 1.103.18 Total Tax Due plus Interest 4,842.79 Remainder goes to Charity and will not be taxable. Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this day of 19__. Appraiser (!'I\Jmber and Street) ----------:=---:~:__----_,Penna.(PClIt OlIIce) 'iASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of F.K.FAWCETT Deceased. Late of W·ASHINGTON· Datc of Dcath,July 26,1969 Appniisel1leflt Docket 'Vol.,.·37 .I ----=:...:.....---- Page,.245-3 I No~63-69-902 Filed in Register's Office,Aug.18 19~ '" A11wunt of tax d!le,$_ DEPARTMENT 'OF REVENUE Received, Examined and Approved,_. Wrote abo.lIt Appraisement, Appeal j1'om Appraisement,_ Entered and charged,_ • RCC-72 (6-67) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVE'NUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN TH E NAME OF A RESIDENT DECEDENT j APPLICATION DATE October 10,1969 TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)2 (b)George Washington Hotel Corporation (c)_C_a......p_i_ta_l_·_ (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.)Cert1f:1.cate No.654 ISSUED ON April 29,1937 ,and having a TOTAL MARKET VALUE OF $_20-=-.~O..::...0 _ (Date) as of the date of death of the decedent,__F_._K_._F_·a_W'_c_e_t_t ,on __J_u_l:.-y_2_6....::,_19_6_9 _ (Name of Decedent)(Date of death) Washington Pennsylvania'who was late of 689 East Beau Street, (Street and Number) Washington (Post Office)(County)(State) Th e securities are registered as fo II ows:----=F~.~K!.!.._F~a::!..::w~c~e~t:~t:_ (Name or names in which certificates are registered) Michael Beiarlein,Harold V.Fergus,Jr.,6 South Main Street ~and Pittsburgh National Bank Washington,Pennsylvania 15301 EXECUTOR)(Name)(Address) NAME OF APPLICANT PITTSBURGH NATIONAL BANK 6 South Main Street COUNTY FILE NUMBER It ~'''<·6-~-:·1·()~ADDRESS OF APPLICANT Wash!ton Penns lvanta 15301 P:»GH 0 BUREAU FILE NUMBER"3 -~f'9/?SIGNATURE OF APPLICANT By ~~~~~~........ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLI ~fMN,a~W LE N fir?n CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE. CONSENT TO TRANSFER SECURITIES DATEOct.lOth.1969 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the fi ling of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject.pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. Washington By_-+-:...:.::~=-----.:=-----.:--".L...I:...-'~=-_--=:::"" (Signawrel.Register or WilJs .(Title)(County) RCC-3 (1-69) COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended)f~*:"'~,r,~" .,......'". 4.Name of Decedent Application is hereby filed for.the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #__&_3_-__&_If_-__CJ~7,_{J_:;?--"____::.:.:',·.:......_ 2.Date of Death July 26,1969--"'---_ 3.Date of Approval -~_7?_~-7If;___:3.....:/---'-1.....J?.....:·I/-·_ F.K.Fawcett 5.The Commonwealth's appraised value of the property for which an'exemption'rsclaimed is $_.._ (Note:Where the property is other than a s.pecified..amount of cash,the exemption cannot be approved untiI the value of the property'has been established by appraisal by the Commonwealth,except in those cases where the amount af the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentag,e-camount above). 6.Check the manner in which the transfer was effected aruhsuhmitcr:cop,y.of the document authorizing the transfer,unless such materi'al has been previously filed. WILL 1'1;·DEEO:·O;..TRUST INDENTURE OJ SURVIVORSHIP 0;OTHER 0; (If other,expl~in)__S_e_e-,--r-:-e...,..v_e_·r_s,....e...,.......:_s_id_e_....,.-_.,-:-'----'---;....,.-....,.---- 7.Correct Business Name and Address.:.of Charitable Organizatio~receiving property: NAME --,-_ ADDRESS S_e_e_r_e_v_e_r_s_e_s_i_d_e ------------- a,I <...Hy .hi>F.he ;efo~m..;o"<oe'o;e,:4h~;."~{;~:.of my keow Ied,ned henel.•;e 0 ed<o"e<t. S;,eo.u;eofAppl;;oe.~.TFL ~~*~tiXtiV:K~ Addres~of Appl,icant 27SouthCo1~egeStreet,Washington,Penna.15301 Official Title _..,.:E=x:.;:e,.",c"-'u=t=o=r"---.-Date_-:M::.:.=a=..yl-·....:3:.,:1::..a...'....:1:.-9L,.7:....4""'--·_ This form must be completed in triplicate':and all three copies delivered to the Register of Wills.fOT the 'CourTty'in--which the decedent resided,or in which letters were issued for a non.resident decedent's estate.".H.the decedent was a non.resi·dent-.of Pennsylvania and letters were nat issued bya Pennsylvania Register of'Wills,aeliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26;:s~·4th·Street;"Hcirri sburg,Pa.,,, ".'Do not write below this..line··--For Official Use Only rz:;;;Jj;~:zueeue Referred to Bureau Headquarters -.,..Approved 0 For Secretary of Revenue Denied*0 W (Sigpature of Register of Wills)(Initials of Register of Wills)(Authori zed.Si gnature);JJ1~Y)\, (County)(Title)It]j /-I V/tl( (Date of Referral)"'.(Date of Approval)(Date of Action) *See reverse s ide for reasons I MUST BE FILED IN TRIPLICATE •This section will be completed by Bureou Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because ----------- , Note:Any partY'in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable _-=-Pennsylvania ,Inheritance and Estate Tax Acts, Under the terms of the Will of F.K.Fawcett,the residue,of his estate is devised to a Trust in which the Pittsburgh-National Bank,Michael Beierlein and Harold V.Fergus ,Jr~ are the trustees.This Trust is perpetual.The following charties receive the income from the Trust in the percentages indicated:' 250/0 -Shriner's Hospital for Crippled Children 5%-Liberty Methodist Church 323 North Michigan Ave.R.D.#6 Chicago,Ill.60601 ,~asllington,Pa.15301 Hdqr. -Washington Hospital Wilson Ave. Washington,Pa.15301 -Second Christian Church nowFairhillManorChristianChurch Montgomery Ave. Washington,Penna.15301 -Salvation Army Western Pennsylvania Div. 424 Third Ave• .Pittsburgh,Penna. 5% 5% 50/0 10%-Friendship Community Church 1090 Weirich Ave. Washington,Pa.15301 10%-First Methodfst Church 29 North College St. Was_hington"Pa.15301 -25%-Lake Lynn Meth<>dist Church Lake Lynn,Pennsylvania -·10%-Children's Hospital of Pennsylvania (Pgh.) c/o Mr.Jolin Troan,'Edt. President of Old Newsboys..,..'..""',-'-Campaign, The Pittsburgh Press P.O.Box 566 Pittsburgh,Penna. You will note that these percentages total 100%of the income.However,in a later Codicil Mr.Fawcett created life estates for Ann Shuman and his daughter,Marian Powelson in Whj'l they are to receive one;..tenth (1/10)each of the income of the aforementioned Trust.The __.o:rphans'Court of Washington County has determined that during the lifetime of the afore-. mentioned life"tenants,80%of the income from the Trust would be divided between the named charties in the aforementioned percentages.At the death of both life tenants, ~c>:nehUIldred(100%)per cent of the inCi!omewould be divided between the charties. RCC-3 (1-69) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURI;i.U OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) 63...69-9021.Bureau Fi Ie #---=----=-"----=-=--------------2.Dole of Deeth C.1969 . 3.Date of Approval :3 Ad"/~7 Yt/. 4.Name of Decedent F.K.Fawcett Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $See other stde (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percenta~amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL~DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAM E --=It=4:;..:t:.::.:hc..;.e..::..r1_D..::..e_·..::..E..:."_J=--4..::..U_C_e_t..::..t...:..,_C_h---,s---,r..::..l---,ta=.b---,1:-8---=-r_ou---,u_d---,D._t..;;;:1c..;.oD--"L.._A,-·---,P-=.e..::-rp....e,-tu..::..·.---'al..;;::-:.T'-l'US;:;..:,;:.;;:....:ctc..;.·_ ADDRESS__-'='e~/o.:=--..::P'-=1:..:;t..::..t8=-cb::....;u::....;r-"'8:....:.h__:N..:..:a::....;t..:..:1__:ona=1=_.-=B-=D.D=k:;:,;,'--=-P-=1t__:t=..:B::.:::b--=u-=r~gb:::.J.!!....-::.P=A _ 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. ~~:t.~~~OIl)I;7Baplt,~//L ..,,/ Signature of Appl icant __"-,,""_.-;_,p.~=><.&<Ilo::"'=-----,!'---'~""--"=-'L~",,--,.,""~~V--,_~""",-,,,--,,--T_8X__O_f_f_l_c_e_r _ Official T itle C_o-_Ex_e_C_u_t_o_t'Date Ka_y_2_8_,_1_9_74_·_ This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa, Do not write below this line -For Official Use Only ;rz;:;;::Revenoe Referred to Bureau Headquarters Approved 0 Fo.r Secretary of Revenue Denied*0 I I )~;;sgister of Wills)(Initials of Register of Wills)(Authorized Si gnature) I fA (;JJ(yr I ~(County)(County)(Title) ..'a~o/1l1jL lI(D;;te~VOI)(Date of Referral)(Date of Action) ~e.*See reverse side for reasons ~;:~MUST BE FILED IN TRIPLICATE This section will be compl eted by Bureau Headquarters only when the application for ex~mption has been denied.'..... Date:---;---,--:c--:::---""'-;--""""",- ~\,~'\"'"..."\.:.\ The application for exemption contained on the face of this form has been denied because--,,.--_ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. Line S bst and residue bequeathed to the Katherine B.Fawce~t Charitable Poundation, a Perpetual Trust,to be held for the benefit of charit,able orgenisations . named in Last Will and Testament,8~bject to the following life estates: 1.10%of tbe income of said trust to be paid to Madan Powelson,daughter,aged 65 at July 26,1969,elate of death of decedent. 2.lOX of the tncom~,qf said trust to'-be paid to Ann Schuman, friend,ageq.44 at July 26.....1969.date of death of decedent. '.\ .~\ "-'-'~ RCC-81 (-2-64)" --~------~---------~---------~-----------,--,.j, BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE REP'ER TO 37-245-3 NOTICE OF FILING OF APPRAISEMENT MICHAEL BE"IRERLEIN.HAROLD y.FERGUS,JR.f",PTTTSBITRGHN NATIONAL BANK (Executor aX:XK~K~IK) In Re:Estate of __....!F~•.....!K~.~F"-'A!.A'll.vC~E~T.....T _ WASHINGTON You are hereby notified that the original appraisement in the estate of F.K.Fawcett has been filed in the office of the Register of Wills 'If Ivashington County on September 17 ,191Q...Said appraisement reflects the following valuations: Real Est ate -=~4~6!...1.~2~O~Q~.L:::0~O~_- Personal Property __~8~3~1~,~2~7~8~.~1~6~---- Transfers ---=~-~--:-----_ Total --::::8:...!.7:...!.7...,.::!4....L7~8u......l~6~.__ 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 __S..;:.e...l:.p.,:.t..:.e;:.;..:rn..:.b...;;.e=-r....:l=.....:...7.2-'....:1=-9=.-7.:..,O=--_ Title W.R.CHA~TEY Ell£.UlilUf ·DATE OF DEATH:July 26,1969 Note:This is not a bill. ~- ..~ .R CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ~tate of FAHCETT,F. (Last Name)(First Name) K. (Initi all DATE OF DEATH~7_-_2_6-_6.::....9=---_FILENO.63-69-902 REPORT OF INHERITANCE TAX APPRAISER 9-17-70Gated:____:::....10.........--'--""-_ I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 'vashington 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 Sc dules "A","B","C",and "E". 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 a:llowed 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) VALUE AS REPORTED $46.200 00 R~1 ?7R It; 877.478 16 VALUE AS REAPPRAISED $--,....-----+-- 877 478 16 CLEAR VALUE OF ESTATE Valuation of life estates or annuities '.'...................$t=t=t=ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY Tax on $-+__.~ Tax on $.-_......(6% Tax on $5% Taxon $.~ Thxoo$~ Exemptions * Total Estate -'-__ TOTAL TAX COMPUTATION OF TAX $--------1----'- $-----.;...--+--- $--------1--- $-------+--- $--------11--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c $======1 $------1 $======== ___---Jl- TOTAL TAX BALANCE :----~~. PAID $...;L BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--------; Estate tax paid $--' BALANCE DUE Add interest at ratc of 6%from -----lto----=-- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death E.OR 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 shlluld be noted below,with short explanation. t \ MAtCRI5BURG , ~_S-7c) iI \ Pursuant to the memorandum of February 25,1958,concerning valuation of closely held business interests,I herewith request your advice concerning the value of the following: /). PENN ~~NUFACTURING CORP.OF 745 Jj/J ,,:~o -Z-/~v&- J91 IJlltJ.06Can. UfA.....H I '.lV11 , NAME OF CORPORATION A.Corporations t tt f ( ! tI I. III [ IN YOUR REPLY PLEASE REFER TO E t t f F.K.FAl¥CETTs a e 0 -"";'-..-::-::-~:-"'n--...,......'r"K""""'----Date of Death July 26,1969 County 0 f WASHINGTON State File No.63-69-902 Re: BUREAU USE ONLY TYPE OF NO.OF INVENTORIED VALUE SUGGESTED VALUE SHARES SHARES UNIT TOTAL UNIT TOTAL Dear Sir: John Williams for WILLIAM S.nHANDAMORE Director Bureau of County Collections Department of Revenue Finance Building Harrisburg,Pennsylvania 2. 1. 3. B.Non-Corporate Interest NAME OF BUSINESS ORGANIZATION TYPE OF BOOK BUS.ORG.VALUE INVENTORIED VALUE SUGGESTED VALUE 1. 2. 3. Remarks: above assets of all real and personal estate of f.\..K•...Eml'.c;.q!::,!;........•.••....•.•.•...•••.•...••••••••••••.•.....•••..••.•.•••.•..•....•.....•.deceascd. l ·t f 6.&7 E t B "St'Extcr.U~'l.a East \-laGhinpton Cl'ty Wardaeo.......as cau..t.c.e.t i.)t,.["(.CL••••••••••••••••••••••••••••••••.9....................... .......................................................................Borough To\\·nship.Pennsylvania. PERSONAL ESTATE SCHEDULE I \ 745 Shares Penn Hanufacturing Corporation of Hashington,Pa.,Capital 2 Shores George Washington Hotel Corporation,. Capital,at $10. United StaLes Tr'easury Savings Series "H" Issed as fellows: 4 -1,000.January 1967 5,000.January 1967 10,000.January 1967 Pittsburgh National Bank,One Oliver Plaza Certificate of deposit,#33686,dated 2/9/69 and due 2/9/70 with 5%interest Certificate of deposit,#33688,dated 2/17/69 and due 2/17/70 with 5%interest Certificate of deposit"1133687,dated 2/14/69 and due 2/14/70 with 5%interest Certificate of deposit,tft33685,.da ted 2/8/69 and due 2/8/70 with 5%interest Certificate of deposit,#33677,dated 1/11/69 and due 1/11/70 with 5%interest Certificate of deposit,#33689,dated and due 2/22/70 with 5%interest Certificate of deposit,#33690,dated and due 7/24/70 with 5%interest Certificate 6f deposit,#2793,dated 7/1/69 and due 7/1/70 with 6-1/4%interest Certificate of deposit,#33671,dated 1/3/69 and due 1/3/70 with 5%interest Certificate of deposit,1!33673,dated 1/4/69 and due 1/4/70 with 5%interest Certificate of deposit,#33568,dated 12/30/68 and due 12/30/69 with 5%interest Mellon National Baru<&Trust Company Washington Office Checking Account No.217-0433 1.00 20.00 4,000.00 5,000.00 10,000.00 25,000.00 28,000.00 39,000.00 12,000.09 , i J27,000.00 iIIiII 221,000.00 III\ 42,000.00 I 210,000.00 23,000.00 ,/'" 27,000.00 34,000.00 I !I I I. ! Pittsburgh National ndnk,One Oliver Plaza Checking Accolmt No.24-4-967~89 Checking Account No.?A-4-967tf 97 Checking Account No.24-2-157730 Savings Account No.2161 Pittsburgh National Bank,One Oliver ,P1az<l Refund of unused portion of Safe deposit box rental Cash found in Office Fairman Drilling Company Production for June,1969 Production for July,1969 $9,172.08 4,075.03 1,293.33 99,390.51 12.36 .3.30 485.86 481.90 ) l Weir Walker 1/4 interest in net gas.production from. Phillips Lease to July,1969 Phillips Lease to May,1969 31.62 21.55 53.17 Emporium Trust Company 3/64 net income from Fairman Drilling Company Dollinger \~ell 1f2 to August,1969 3/64 net income from Fairman Drilling Company Hall Chase Well #1 to August 1,1969 Union Drilling Company Inc., Net Proceeds of Gas Sales for July,1969 Household Goods,Equipment &Clothing (as per Appraisal on File with Executors) Je\velry 11.90 16.71 721.37 8,008.50 L~2 .50 ~,278.16 ..~ flun t.ncreori"nllet llnp/lIU U~OJ Llle UU\,t"\.II \tll";U ...I.,uv"u.,,:,.........u"""'.u.......~••-...'-'.:w~........_._........_..._..~w.__ (lent's denth IInll other investment r.ecurlties owned hy tile decedent nt the 't11OO of death,wit.h the market VIti III!Utereof'lit SIH:h tlIII'!..J•...'J :J \1 ItIo~AL I~STA 1'I,~IN PENNSl'LVANIA 1.7319 acres of land)East Beau Street)having erected thereon a 2-1/2 story stone d\yellillb )il 2-car Tandem Integral garage,a stone springhouse and a frame building known as Rear 689 East Beau Street,East Washington Borough, Washington County,Pennsylvania 'ANDt Lot 50 x 150 known as 689 East Beau Street,East Washington Borough,Washington County,Pat $42,500.00 Irregular Lot 66 x 200 x 83.98 x 52.55 x 50 x 150 known as 688 East Beau Street,East Hashington Borough, Washington County,Pat MEMORANDUH OF REAL ESTATE OUTSIDE THE COHNOm;1EALTH OF PENNSYLVANIA NONE 3,700.00 $46,200 .OQ. i 1 j '(IUO thereon flTlfJ unplllu u.s Ul ""It-~ttU\.t:"UI 'U::Ul.I',U'.III'h""'11""u"",~••"_~.-----._~-- ll/.'nt's lle/lUI /Inri ot.her Investment securl ties owner!by tile decoclent at the "tilOO of denth,wi t.1t the market \'/lille t"('I'f~nf'Ill.hlll:h time. ::....:~..............._.;1.'...-,..,,;,·,,';.:,;;:..;:,...;.::.'""'-...........--""~-='"~-~-=·-......_-~-~·_=..~--------------....,....---"""'7""---....,...-------------~ AFWIDAVIT OF EXEOUTOR OR ADr,fiNlSTRATOR STATE OF PEl'TNSYLVANIA !83.:COUNTY OF ALLEGHENY PITTSBURGH NATIONAL BANK Exe cut01'5 OO"(x!iC1nd:1%:i;.~\;:{IU-wm deceased, and appraisement of the real ~worn and sUbsyribed before me ) this 1:1-day.of .'~L~1910 ) .IC))1 (1 (15"\'1>.1-)V !Ii\.i l 'z?;Jl.~~£"&t •.,-) Notary Public .-Executor Q-Adi'ianistrator ttI fIII { ,(~V"'lfi(IVN\liTAl.lH·..DfPAR~MENT OF PENNSYLVANIA"'~l \/1'1:.\"1'BUREAU OF Of REVENUE '-'-fn:CEl>I:;NT COUNTY COllECTIONSI'Ij~l~i~r:-- '.'flits ret C I:",.,'..tlt'"IIJus t be OUN'fY 'OF '"...t.~ASlIINGl'OM-g I:,tel'or',.cOlllj)le ted 1 !~ •"lint.!. ,\\1.11s or t1"11 detail IUld 1'1 Ie 1 i -__.. '-,..........i ot dClltl .10 COunty wI (II dllPil('._....~".~C'tllf."~I,U/l.less till I'lere deCf;odent .lIle,with wll _._. ..'IN '/'1/1":;---2...~1 fln~p'nnl/'...xtens ion 1s resJcled:He tu '.liltt.llehe-:-:d-,-.w-'i-t-ll-tl-"'-'-'--.;,'cI.1;..Z·'·.-n }:.st.ttf.::-.'1':..gr'nnt(~d l\\,thr~.,'Jon 1s dtl(~1 ,. •00'W thIn ".n~• ! tt : I ,! RESIDE~T DECEDENT COMMON\/EAL.llI or f'(}JNWI.VANIA DEPAlnMtNT or tnV[NU[. BUREAU or COUN IY COUECTIONS . COUNTrY OF t-lASlIINGTON ........................................................................... cor } IMPOIlTANT:'1'hb returlt 1II11:,t be cOlllp]t~l..d 11;-~i.~;;;~·:il:ti~·(!~;Lteute,with will nttached,with the Register of·Wills of the COIlUI \'"h""I'd.'•.•.d,."l.resJf!t)u;ltetul'n is due within one year after date of dentli,unless lin ..x,..t'~',lon h r.l':lI'c,'c!l'y the Secretary of Revenue.(Section 703 of t.he Inheritance lind Est/lt.c Tllx .\1"til't~I/II~•.!...)_ IN TilE l'rIA'fTElt OF THE ESTATg 01.' ......f..L.J:<•......f..i.\~l.G..~r..1:_ __.._..},\I'FlO,\YIT OF (State full name of d~~ii~~t}·····:··'"-EXECUTOR S {~ASHINGTON Xi;~:·IK,:;:fs';,,;i~\'4;}{.Lal.e of _ __.County State of ~.~~.N~X~Y~\H!:.~\.__-:_.__.._._._l Cl)un'ly orHASI{INGTQ.N..._____.JsY:c.Ch~dcs E.EnlOt".Assistant Vice President Pit tshuri?~~.<I:.~~.?.~.'.l.~~~~~..L~1~.c.ll.1 el .Bi,~i.cr l.CifLanJ..H?!.9J.<i..Y~..f¢J;g~!:;J.)::.~Executor s ,\dministrator of the estate of the ahon~-n:ll1lt'(1 dl',~euo:nt being duly sworn,depose and say Pittsburgh National Bank..'··6 South l~i;iir\Stre6f;·1lashlrig·f6't1';~..Pa~..·r5301'······_·..···. Decedent died ~~y (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed.. 26 .,ttl 69 ....f tcscnte leaving a last will,copy of which i.hereto attached•.} (hnr)l ih:NXe-bl:e EXECUTORS .LlrcThatassuchdcponentS~familiar with the affairs of said estate and 'the property con······..(·I~:~;.;~;·~;:~~'ht~~;&~~~'(..· . stituting the assets thereof and their fair market vallie. That at the time of death there was no sal\>deposit bux registered in decedent's individual name,or jointly with,or as agent 01·deputy of another,at in decedent's individual name,with right of access by another as agent or deputy,with the exception of the foliowing:- ·r .RELATIONSHIP 0"JOINT HOLDF.:~S TO Di':CEllf:UT ,-TIlIS SAfE DEPOSIT BOX RENTED .-:-~IN flAME OP.NA!JES OF NAME AND ADl'RESS UF BMiK OR OTHER INSTITuTION IN WIlTCH DU-EDENT PENTEn A ~AFF DEPOSIT nux.--.'.4 --, l:~11 OIl £)-3 i:i c-rw J !3;mk Fe Trnst-COmlli.lU" \.;ash ington Office .."'F .I;.FatJcct-t- Pittsburgh National Bank Gne Oliver Plaza Office T'K.li'aHcett..'.- .That the contents of.said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the folloWing,1'01'the rcasons hereinafter set forth: That Schedule A attached hereto llnd made part hereof sets forth full v and in detail all the real property in the Commonweal th of Pennsylvunia of which decedent died haVing an interest there.tn.It also sets forth the mortgage encumbrances upon cach parcel of real property at the date of death,giving the amount still due at death,name of mortgagcc,datc,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessedvo.luation of each of said parcels,the estimated market value thereof as of date of denth of decedent. .".;.. " That Schedule B.attached hereto /tnrl.mnde part hereof sets forth fully and in detail all personal property whel'esover situated owned by the decedent at the time of death;all moneys left by the decedent at the Ume of death,whether in decedent's immefliate Possp.ssion,standing to decedent's credit in banks of deposit,savings banks,trust compnnies,or other insU tutions,whether·individually,or in trust for any other person or pp.rsons giving also separately the accrued interest thereon,if any,down to.t.he last int.erest day prior to decedent's death In the case of sll.vin.r;s bankS,and to the date of decedent's death in all other cases;all bonds,postnl savillgs,trer.sUl·y certif'icates or notes and other evidence of in- debted.ness of the United States to the decedent;all obligations,whethcl·by statute or agreement they arc desil;nllted liS lax free,of the Uni teci Stales,or any state,or political subdivision thereof,or of' any foreign country,which are owned at tho time of denth;all wearing apparel,jewelry,silverware,pic- tures,IJooks,works of art,hOllsehold f\lrni t.uro,horses,carriages,·automobiles,boats,and any and all other personal chlltt.els of whatsoever kinci or nlltufe,left by decedent,together with the fairly estimated market value thereof;all hands and mortglJ(!eshcld by decedent and of 1111 claims due and owing ciccedent .at t.he time of .rlcHth,Ilnd all promissory notes or other instl'tllllellts in writing for the payment of money of wh:lch d(!ccdent fl1ec1 possessed,of whatsoever Iluture,with interest thef'con,if nny,giving t.he face vll.lue ann p.sUrnntcd fair market villue lhel'cof,lind if'such estimat.ed fair market value be less than t.he fllce value,it sets forth briefly t.he rp.llSOIIS for such dcprecintion as to cllch item;all moneys 'Payable to the estate from lil'e insllrance pollcles clll'l'lecl hy decedent;.nll Ilnnutty anel ·endowment contracts the 1J1·(H~p..ds 01'whJch W(H(~l'ilyul,le III'0n thl~doat.h of the <If!cedent.;and f,ll the corporate stockS Ilnd divic!Cfllls dllp.t.hereon nne!11llllll1tl ns or t.hf~c!tILe of (h~l\th,!lolHls awl accrued int.erest t.hel·con to the dllte of'dcc/)- !I(~nt.ls deat.h lind other investnll'llt securities owned by the decedent at the ·time of death,wit.h the markflt vallie t.hereof'al:EliCh Ull\f~. I A!~E1dO~d lV3~ If Ij )III t.he Cllse of s~curit1l's of d()s(~or fllmll y eorporntlolls,t.he values reporteel IIre as I'llI'Il~ posslld'!!;lIhstllllti:ltP,1 hy fJUIIUC.IIl}st/lt.f'lntJllts of the corporfltiolls..showing t.he assets /Ln,l llnhtllttt' thPI'eof us (If the (Iat.e of death.The schedule Illso sets fnrth t.he int.erest of elececlent.at t.he tIme 0; ele'llt.1I :In Ilny co-partnership or buslrwss,and in support of the vulue of such illte!rest there is onncxed to so.id sr.hellllle,finllncial statements showing the assets IlOcI 1:Iabilities of saicl cO"partnership or bllslness• .\cor"of thl'co-partnel'ship Lwreement.,(if oral,a stlltemp.nt setting forth the n·tture of the afTr )'.•'->.••-.~eelllent tOf!;c~tht:'r with a statement:settin.!!;forth tlw character of the husiness,its loca t:I on,and such other facts pcrtlli nt nf!;to the husiness as may he pertinent to a fair and .lust appraisal of the decerient's inter'Jst th~~I'ldl\must be sUhmHy"rl.It shoulll also set l'orth in itemized form,tOi!:cther wi.th the fair ma.rket value th(!reof',allY other propert)·owned or 1).1queatherl by the rlecedent at the time of death. The Sct>edule C attacheel hereto llnclmllde part hereof :sets forth a true answer to each ilHlulry cOl\tail\l~d therein anrl in the case or transfers ofpropel·t.y,real or'I"~rsona.l,within twoycl'.!"s of decedent's death,In contemplath1l1 of decellent's death,or 1.nt.emled to t!lke effect in 'Possession or enjoyment at or nft.erele:nh,said schedule sets fort.h the nature unci vlllue of'such pr0perty,to whom transferred,the relntlonship of the transferees to the r.lec.~rlent,the proportionate share recei.ved by each t.ransferee Ilnd all other I~cts of a pertinent nablrc regarding said transfers.In the case of transfers intenderl to take effect in possession or enjoyment at or after death,there is also attachcel to the scherlule a COllY of the rleed,trust agreement or oWler instrument creating the trust.Ther~is also set forth in said .:;chCldule a list of all property,real and personal,wi.th its value,whichpa~;ses at decedent's death by "'virtue of the exercise by dececlent,either inrHviduully,or jointly with another,or any pow2r of appoint- ment vested in decedent,either inrlividually or jointly,by the Will,deed,or other instrument of another, with II copy of the instrnment creating such power attached to the schedule. That Sct>edule D attached hereto .and made part hereof sets forth the names ann.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 lInder neceqent's Will.It also contains a statement shOWing which of the beneficiaries narne,I in the rlecedent's will,if any,died prior to decedent,the dates.of their death,their issue,anel the relationship of such issue to the beneficiary. That Sct>edule E attached hereto and marie a part hereof sets forth all property,real and per- son(l.l,ownell by the decedent jointly with another or others,including intangible,standing in the name of the (h~cedent and others,plus the dnte and place of record of instruments effecting the vest!ture or real P.state and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. II II 1I That Sct>edule F attached hereto and made a part hereof sets forth rully and in detail all debts and deductions claimed for ann.on behalf of this dece,Ient's estate,inclucling funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's comrniss ions paid or to be paid;cost expended for burial trusts,tomhstones or gravemarkers,and reli- "iouS services,in consequence of the death of the decedent;debts and claims owing anrl unpaid at time of ~eath;taxes accrued ~hargeahle for period prior to decedent's death (except those allowed uncleI'Section 651 of the Inheritance and Estate 'fax Act);'together With a statemlmt of collateral pledgerl for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations uponre- quest,that if the amount ac ttlallY paid in settlement of any fee,cOlnmission 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 Scherlules "A","R", have l,een carried forward and properly registered in the Sununal'y. subscribed and sworn to before me 'this 7:..9... ..'d..ay of ~:/..1~.'.Q~19.7.0 ....................~/,(h ...:f2)/Jif1td ·4~O~Jt<, NOTE:Bp.f'ore signing;Ilffidavit make sure 11.11 blank spaces ill the affidavit and scherlllies annexed are nIlecl 1.n wtthdetal1s or th~worel "None",mHI in case the assets .include rarc awl lllilistecl sccurities, sCClI1'jt'les of close or fnlnily cOl'JlOrllt.lons or an interest in IIny co-partnership or husiness,that the elata 'U1,l sll1.tcme~nt.s req1l1r~n lIIHler the parllgrllph above relat:!ng to Scheflule "B"are Il.ttachcel.Also make cert./\1.n t.ha t cCJlllmn #1 1n the "SunulIllry"has hcp.n properly comple terl as nl!ove-rl1l'ec teel. Tf~ANSI'Ef~1~IHf.RITANCE TAX RESIOENT DECEDENT REAL PIWPElHY (3) DEPARTMEHT .VALUATION' CAUTION (Do not 'w,ilo In this spaco) (2) ESTIMA TED MARKET VALUE (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Real property in Pennsylvania,with statcTl1e~f InOrI9(l~C encumbrances upon each parcel at death of dece- dent.Where property hetd as joint tennnt or tl'llnncy by enrirctics,report on Schedule "E".Property held by the decedent as tenant in common with onother or others,::.hould be identified as to quantum of interest ond the estimateJ value should be that of th0 l!0ceJcnl's interest only.-~-~-~._-------~.--r----=------r------'--r----- The real 'properly localed In the Commonwealth of Pcnnsylvonlo ,hould be described by lot and block number,street and slrced numbr•.1",;r,l",r with a general descriplion of the property,with a referone.}10 II.",,,,:0•.1 of tho conveyance by which ·the decedent took tltlo;if 0 lorm stnll,nu,,,b,,,01 a· cres;also statement of mortgago encumbrances upon C(lcl,pore.,1 ot cloolhordecedont.Taxes,assessments,accrued Inle,o~1 on ",,,,tIlO'105,olC.,are to'be listed on Schedule "F"and must nol be deduct,,"I,onl tf;is schedule. Irregular lot 66 x 200 x 83.98 x 52.55 x 50 x 150 knmm as 688 East Beau Street,East \~ilshington Borough,Washington CountYJ .Pa. I j I t IP I 057 -0-i -"7 (:) 1.7319 acres of land,East Beau Stccct,hnving erected thereon a 2-1/2 story stone dwelling, a 2-cor Tandem Integral Garage,a stone springhous~ and a frame building knmm as Rear 6:)9 E3st Beau Street,East WashingtonJ Washington CountYJ Pa. and Lot 50 x 150 known as 689 East Beall Street,East Washington Borough J Washington COllntYJ Po. 4"t /---../.',',0 I ,11\",._~';J (... p -.,",J (.I~ \.........,,/".~.~;... '/ hIf :( I!j~ d. " _______________•••_.,_-i ..L.•__.J------~.--,... I.osert this totol opposite IIreal property",Schedule itA"in the II As I~cportcd"column on the last page of this return. xxxxx $46 J 200.00 ,i,r 'l'IlANS1"m INlIlm.ITANCE TAX . Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe f\llly V~UE MAHKE.T VALUE (Do not write in this space) .As per Attached Schedule $831,278.16 - .' , ../' { . . I.llser t tld.s to tul opposite "Personal Property",Sch,~f1\1]e "B".in X X $831,278.16 the nAs .lkl'oJ'ted"co]Willi 011 the 1 as t pa:;e or thls rl~\.\11'11. SClIlmUl.E "B" --:__R_E_••S_'I_n_E_N_T_D_E_C_E_D_EN_T P_fo_~1_1S_l_lN_,\L PHOPEHTY __------------- I NS'fllUCTIONS:This Schcl\ule must disclose all lHII)',lh),'IUlilllltllllJ'.lh)'~personal property owned ~I\lvltl,,:~~;·:,·__···•.. by the dect'dcnt,at the time of his del1.t)~.Prolll~l·tj'oWIl!',1 hy lilt'd.'cedent jointly with anothel'01'otl;-;::; .must be listed wider Schedule "E".Intangible IlPl'SOIlIl\1'1'0\"'I'ly,titled in the name of the decedent,bllt payable at death to another or others,inclurlJnt~hilt Ilot limIte!)to P.O.D.·U.S.Savings Bonds and tentn-I tive trust accounts,must be listed,de~pite th..rat't thlll tI",,,III'C not of the arlministered estate.I Tangible personal property sllOulrl be 11:H"I,1 first '(P.!;,.jewelry,wearing apparel,household I goods,and furnishings,books,paintings,Hutomohll.~,;,honts,etc.)I Intangible person~l property,such as hOIl<lS,t,rclIsury certificates,cash on hand and in bank,t stocks,'mortgages,notes,together with accrup.<I lntl,re~;t or 1l1virlends,salaries or wages,insurance pay- able to the estate or fiduciary in said cllPlld ty,)l:II't1H'rshlp interests,interest in anyundistributed estate of or income from any property held 111 tl'W;t under the'will or agreement of another,even though ' located outside of the State,at the time ot'<I"lIlh,should be listed in this schedule.f !I !, It t Ai'\)V ~1'\1'1l'UJ1{j( of all real and personal estate of y,K F.t\,'cct t.deccascd,-",.'..~,..'- late of 6a7 Eas.t...Bcau..Str.(.'~t ..~~.~.~Sb\'H "I·:~l ~1.t~:..~':.;.l.::I!'~'\~'~"~:?~~City Ward .......................................................................BO\,(1I1gh To\\'Ilship,Pennsylvania. 1 I :i 745 Shares Penn }.bllU f~IC turing ·GorBora tion of ',.'. .Hashington,1'..1.,C:1pi t~ll 6~;1/0 OJ t'(j fv~,- 2 Shares Geoq;c \'I:lf11d nston Hotel Corporation, Copitd,at $10. U ·d ."H"m.te States TrCilS\ll'Y Savings Ser~es Issed as follol>s: . 4 -1,000.January 1967 5,000.January 1967 10,000.January 1967 Pittsburgh National Bank,One Oliver Plaza Certificate of deposit,#33686,dated 2/9/69 and due 2/9/70 with 5%interest Certificate of deposit,#33688,dated 2/17/69 and due 2/17/70 with 5%interest Certificate of dcposit,.1t33687,dated 2/14/69 and due 2/14/70 with 5%interest Certificate of deposit,~33685,dated 2/8/69 and due 2/8/70 with 5%interest Certificate of deposit,#33677,dated 1/11/69 and due 1/11/70 with 5%interest Certificate of deposit,#33639,dated and due 2/22/70 with 5%interest Certificate of deposit,#33690,dated' and due 7/24/70 with 5%interest Certificate of deposit,#2793,dated 7/1/69 and due 7/1/70 with 6-1/4%interest .V4,000.00 ,/ S,OOO.OOV 10,OOO.00Y 39,000.00 12,000.00 27,000.00 221,000.00 .I /42,000.00 l ( V210,000.OO(, Certificate of deposit,#33671,dated 1/3/69 and due 1/3/70 with 5%interest Certificate of deposit,#33673j dated 1/4/69 and due 1/ld70 ,·lith 5%interest Certificate of deposit,#33668,dated 12/30/68 and due 12/30/69 with 5%interest 23,000.00 27,000.00 34,000.00 \ \ Mellon National Bank &trust Company Washington Office Checking Account No.217-0433 IIISI.lrt lids tntJd ()PPOS.1tl~"TrllllSrnl's",~ehc"1I1l!"e"111 the "11--H",,,".~I·f'd";'''!'tIlHI on UIt'·)a-;1".p'1~':"·of'LItis rl~tllrn. I488.64 ,/ .//. II F.K.F<1v]cctt Paf',C 2 I Pittsburgh National flank,One Oliver Plaza Checking Account No.24-4-9G14B9 Checking Account No.24-4-967~97 Checking Account No.24-2-157730 Savings Account No.2161 Pittsburgh National Baru~One Oliver Plaza,.1Refundofunusedportionofsafedepos1.t box renta Cash found in Office Fairman Drilling Company Production for June,1969 Production for July,1969 485.86 ).1,' 481.90 r-. ;//1':.~:,•./t Household Goods,Equipment &Clothing (as per Appraisal on File with Executors) 3/64 net income from Fairman Drilling Company Hall Chase \-Jell ill to August I"1969 <ti'~'......-' )!. 53.17 },' 11.90 \ J 16.71 JP \. 721..37" -8,008.50 j 31.62 21.55 Weir Walker 1/4 interest in net gas production from Phillips Lease to July,1969 Phillips Lease to May,1969 Emporium Trust Company 3/64 net income from Fairman Drilling Company Dollinger Well #2 to August,1969 Jewelry Union Drilling Company Inc., Net Proceeds of Gas Sales for July,1969 i.. ., ~"S~: 0' tL' 'd i 10' '£at ;--; l'','I ....•..'....••....!" IlIs'}rtthls tot"l opposIte "Trnnsrel'~{",·Sehc"\I1e;"C":til the-!'.~~ltf H.-.lllnlti {in 'the :1 Its".-pn.~~~··'-o'{~Lhls·"f·pt.llrn. ---....... I';I\!\"i\'\'~':\LTII tW ,'['::11 NSYJ,L\NT.\ 1'1:\:\~l''l-:H l:'\IWHIT.\NCE T.\\'SC\lI,:n1Jl.I':"c" 'I'll \~"!'l:II'; " (1)Oill decedent,within two years ofllcalll,lllllk.!1I11\",I "'111';1'..1'ot'lilly matcrin.l purt of his estate,without receivIng;11 vlllun.ble und adequat.e COllsl,I",,,II'.",\"l'r yes or no)See Below..l\,t.'f't lll'I'I'I tl t'i'\1 n~w ~ (::l)Did liecc,l'?nt,within ,two years of 111'IIIh,I . 'I'nH'him:,\clf to hilllself and another or (,'..r,,"';'.,1'1"·"I"·!'r Y NOotlwrslllcltllhngaspouse)in joillt.oW'"""'11"\',"..'or no)_..\'11,(I '1''0"'')~s . (3)If the answer to (1)or (2)above is irl t I 1'1'\1"1 'ItC'.It'"r:'IH I \P ~"l ,I ,," (a)Age of dec\~dent at time of tr'II11:;!',-r (b)State of dcceltent's Ileal til III I I -t'--'-1'-1'the transfer.(Note 1).,..ml~'"rnll \,b .-,(c)Cause of decedent's dp/lth (,.t I)~•.,\)p • (4)Did decellent,in his lifetime,m/lke illl~'t,";\II"l','r of'l',"ol'erty without receiving a valuable or arlequate consideration t.herefor which was to tllk.."rr.'l't III possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibil i ty thai t.h,'property transferred might return to transferer or his estate or be subject to hIs \'0""'"of dIsposition?(Answer yes or no)No (b)What was the tril!lSferee's il,'-'."III lllll'~til'decedent's death?_ (5)Did decedent in his lifetime make IIny tl"Il11,;r.'r wi thout receiving a valuable and adequate consideration therefor under which transferor expr~sslY or \mpl \t'dly reserves for his life or any period which does not in fact end hefore his dealh: (a)The possession or enjoyment.01'or t.he rIght to income from tht'property transferred? (Answer yes or no)No (b)The right to ncsignate th(~ons who shall possess or enjoy the pr',perty transferred or .incometherefrom?(Answer y,'s or no)No (G)If the answer to (5)(b)above is in th.,'Ilfl'lrmatlve,state whether the right was reserved in decedent alone or others __ (7)Did llecedent in his lifetime make II tr:IIl·:~i....'lr,t1~;nsideration for which was tra~sferee's promise to pay income to or for the tenefit 01'Cill"\~or transferor?(Answer yes or no)No ' (8)Did decedent,at any time"transfer"JlI"opprt.y,lhe llC'lIeficial enjoyment of which was subject to change, because of a reserved power to alter,allil'Il,I,or revoke,or which could revert to rlecedent \mder terms of transfer or by operation of law'?(Answer yes or 110)No (9)If the answer to (8)above is in the affl'"lIIatlve,WIIS the power to aller,amend,or revoke the inter- est of the beneficiary reservefl in the d'~cctll'nt alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions shoul.l te SlIl'pOl'terl by affidavi t by the atterttling }lhysician as well as a copy of the death cel9 Uflcate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the pr'operty transferred,it's fair market vallie at date of .leut.h,dates of transfers and to whom trll.nsferred~with relationship of transferees to necedent,if /lily.Submit copy of any trust cteerl or instrument,if trans- fers are claimed to be non-taxable,also snuml t.detailefl statement of facts on which said claim is based. ~OTE 3:List applicable property below in mllnn('r ill wh.lchprovilled in Schedules A,B,or E. ITE~I DESCRIPTION Decederit made certian gifts within two years of death,which we believe to not be taxable,and \oJhich will be set out fully on FinalRCC Form to be filed at a later date MiliumT VALliE (Estimated)OI<:PT.VALUATION (Dept.Only) IllSI!rt thIs tot.rd 0l'rosJ.t.~"Transt'ers",~dl€'t1111e "C"in tho nAs 1l'~I':,rt"dn c"JlIliIn nn t11l~1 itsl,[1'1,';"rd'I.lds rf~tnrll. SCHEDULE "E" JOINTLY OWNED PllOl'l':IiTY.•...;11 1"'\1'p1,;n:nENT\..I -·~·-;~~~~\·rTln."iS:1'1115 sclwc\ule nlllst disclose all prupertr,I'e'll IUI,I 1"'I'sIlIlal,~'IIt:d by ·Lhe Ilen'df'IIL .1olntly ..1111 /Il1tlLhcrOr others,including intangibles,stul\llln~~ill t.llf~IIHlll"or t.he decl.'dent anll oLhers.List ~"l estate first.,as entIreties,or joint tennllts,givlll!:1,I'i.-1',ll'sl:r11't.ion,as indicated I1Ilder'Schedule ".\",plus the date and place of record of instrilJllcnt...1'1'1.-ctln~ve!iLlt.ure,bnL do not include entireties or Ollt of state real estllte.value in e~tat.e VlI]IIIlUon c"lIl1un,.Personnl'property should be listed as i;' Schedule "D",plus date of Ilc(\uisi lion,llllli the nall\l',address lind I'elntionship (if any)of co-owners to t.he decedent. .... \ { NONE DEPARTME~T CAUTION-Do In ThIs Value of Entire Property VALU.VflON not Write Space.-Value of Decedent's Interest II I II I L m If~t! . I { f { nl!, i.A~ in:,r-:itJ~1I~e , .",~ I --.---.-------L.-.~~__.T_i-_..... Insert this total opposite "Jo1.nt.ly Ownccl Properly",Sche,ll.lle "E" 1n the"As I\eported"column on t.ho last l)(l~e of this rcllll'n. r SCIIEIWI.I·:"J)" nE~I:F1(:I\HI FS INTEHEST OF BD;r:F'ICIAilY 1;-';ESTATE BENEFICIARIf:S A;-';D ADDHESSES ~(·,!lEl.:\~IW~;i~~;;·:·:··~·~~~~·~'J\'·Er;i DATE tate lull names and addresses of all who ."stl'prhsld"'l ,r .Ol~'1l1rr:itill1;1Ir d:ddti'l\;1'1:et·;DI'::'.n . ,c an interest,vested,contingent or other ;'Ire IIlI'"ln'",d i STATE YES I~In'TI~. . t t )",'' .Olt Nt)______......:.\\;,,:·J.::..s.::..e.:-.;:lc:.:n_C::;:S;:.:·.::..a~e::.<-+--.:.:.IC~I.:..~~~~_.l __~__.~~__+-------+------:"-------- ti lIarian E.FOyle 1!Lo""n~-I--ln!.!!l!l.:ht.c r __.L~s'~--+I,_'-y'y"-::;0-,4_--t =LeKa t ~~:--=a:..:.n:.;:d=--_._ ]84 IHlmont.ih1f>nl1P .----.J 'R pn.e.fu.LqJ'S---1.ffi.der Tru~_' I L.Hashington,Pa.15301_-1_'_---1-,------:--+.--------_ I I t.~ f ft,; I I I "t' t!1,1 f Residue -,I I .... I r..-i__ I I I I I 'C .' Ann S('·ltlma.aI1L-~_-:--+_-.rr.Fl·d "---'--T .-3.J;..s,_-1!_W 7 I'll)-----L.e.g.9J;_~n,~d~_ R.1);;i tIes t Al exander J Pa.15376 .'l..Cl.l --i,---'"'----+::-t_B_e._n_'e__f_~_'c-:-i_a_r~y_u_n_d_e_r_T_r_u_s_t_ -P-l-·t-t-s-b-u-r-·g-h-N-a-t-i-o-n-a-l-n-a-nl-<-.,---'-+"----1 ---"---"--....;....;-'-'-~-"--.::....::..:....:..::-'-----'-'~---+----------·--·l-----+-------i------------- Michael Beier!ein,and,-'.H,""a.=.r..=o..=l-=d:...-+-'--_+-----+------t----'---------- V.Fergus,Jr.,Trustees under the pi 11 ",,,,,-1 f"rvH,..;1 C!f-hO....pf"n ----------1-------1----1--,--+-----:...----- I I------------------1--------_1r I I -----------------t---------i-'-----t----~-f_-~-----~--- ---l---t---+-'-----+---- -------------+-------+----+--~--+----------- . .-- NAME DATE OF DEATH RESIDENCE _. ._-_..-- h~ponellt further savs that.all the above-named beneficiaries nre living at this time except below: :.....:#'?""....-:~_.....~...,0.10-:-:-'~~..---..••~.-,--~..~r;"'.~.:"'--"._ ___'!"'"...._"__.~_..._.._....4._~~_~__._._..._----.;;;;-_~......--_...~= ~-.....-......,......-...... REPORT AND APPRAISAL ~[ATTEH OF THE APPRAISE~lENT .....F K •...Ji'AW C.E.1T...... CommoO\H'alth of Pennsylvania •-.:::'.;:::, ~-: ~-.:;. ..... ~..~..~ ;;-...-.,....-';...i. I~\I E-c~~.~100j-!</8:;~ I I I ·H. i ! g ~.::: g';: .~ ?<..;Z ..Z~!:'t ..:r:J!~t-~'"~:-.-::f:~ {::: I -;.....-<~-:;-'-1-'j:;' ~._~>J.~.... ~:........I~~; I <'\':~;~\:::'.:;/'.~""'~:.~- I:\.lo~·I;~~~II.~~:=if enc: :7'..... :7'....>-~ W en en >0< ?-() ?"?" cl ~>; V)<h Vlo <h~-&> ~: ~~::'~: :~: ~: ~:~: :r':V9 :~ $:!~~~~> ~;:,f-JO\'" '-:::~"*~~..t:-;:;f\)f\).3 :::: ~;,,--..j 0 ~- OJ ~;cpo ~ -:::.~~ }-.:...J ::1-'0::'-0\':0\0- (Executor-Admif,istrator must complete "As ......II Reported",column #l.) C)>-1 '"d ~ "1 "1 ()~0 :.>"1 '":3 '"'"'"0......:3 '"d>-1 (t>-"1"1 -0\:ol Vlx '"dog\:olc:r '""1o,..~'0 '< t't1 (t>.., Vl -<S".,.. (t> r .:.---..';[i/Ui.HII,.~ ~..l"';:!'.'t.,u.-' c ~;d DI'THE Deceased \\fASHINGTON OF THE .~!d ,.00 NO .Le:U(Ii S"''',';1 S71 [/01 J ()::.:!J.~~:fDJ :"t ON IL'";.:0;.;OJ s·c:nti ESTATE OF O~ !No Year Late of ...687·EAST ..BEAU...STREET..EXTENTION EAST 1IJASHINGTON County of .Will Administration ..... ~..163-69-902 COUI\rTY .::::.~~~.h~P.:g~.~.f.:l . .FILE NO. APPRAISEMENT--•••--J_~._.:r_'~':l'••~ IIARltlSBURG.PENNA..111 21 I ...................................................................._....._...................... - Whereas......................f...!......K..~......F.~w.~.~.t.t ..........................................................................late of ................................~..~....JiCl,.s.h:ingt.QP.:........,.............. in the County of ...............,Jy.a.shingt.o.n...........................................................................Commonwealth of Pennsylvania.having died on the .............................2.6.....th..............................................day of .......................Ju.ly,.................................19 ...69.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.W.R ..Chaney an appraiser duly appointed according to law......................................................................................................................................, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession 0:'enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves·the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. I I lUnit A~pr.j.ementOescrlptlonofA...t Values Made for lnhe:itanceTaxPurpo••s J l$l~ REALTY:i'tt j , 46.20C ~See copy of ScheduJe "All attached to appraisement 00 •-( I f, .'PERSONALTY:'},-I See ropy of Schedule llB"attached to appraisment 831.278 16 i1r~lt i t .-t r1I" -I ,." f 1 -!i!i.' fTotal877.478 16 I./ , !, IIII Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con- formity with law on this day of 19 . Apprai..,r ............................................................................................................'1............................................r (Numb~r and Str~el) ........................................................................................................................................Penna. IPOllt Office) v .................................\v.ASHINGTON .County ".'~ ...~! ""1 ", RESIDENT INHERITANCE TAX APPRAISEMENT Estate of F.K.FMvCETT.................................................................................................................. Deceased. Late of ~E.\vASHINGTON Date of Death,~.~+.y ?.~,!.~.§.~".".. Appraisc/llcilt Docket Vol 37'I !;. Page,..,4.4S..~:3.No....§.3..~..§.~.~..~.Q.7... Filed ill Register's 0 ffice,..$.~P.~..~......!.7...'...19.7..Q.. A11wunl of tax due,$. DEPARTMENT OF REVENUE Received, ! ,~~ ,.1 ~:...: ....";,, .' ~ ,,', '" ~:1 .....; .,, ~,,..~..' '.1 ~ .., " ... "'~ \ ,..~ Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal j,.om Appraisement,.. Entered and charged, \. ....., .....! ;.:~ 1-~ .,. .. .' , .., \ .-'"\ ~ • --....,p_"."""'"¥..P,.....:lfN...44 ....c;,·J"?Wi!·.....,....»'.f....Ft.••;:p<2)4+.1;.•.•.•.,..",'."'?ii·"""'~~~~~~>~~~......et'""':""~"~~~~~......."'"......iil",i\'1...,..~~_~--!'.-,-__~W'~..-~~~..-;V_14i ..'"'"'¥.f'1 h.'''''~''.'''•••....,--~ Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: .... RCC-3 II-f,l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR'EA'U OF.COUNTY COLLECTIONS -APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as 'amended) 1.Bureau File #t 3--~tl-"to ~ 2.Date of Death JU1~26,1969 3.Da••al App,ovol }b7 31-/;;7 If 4.Name of Decedent F.K.Fawcett 5.The Commonwealth's appraised value:of·the property for which an exemption is claimed is $_ (Note:Where the property is other tnan a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in.those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire e,state or the entire residue.In those cases enter such fractional or percentag.e amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL 1'1;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;'.OTHER 0; ~..:(I f other,expl~in)__S_e_e-,--..r_,_e_v_e_r_s_e~,_s_id_e_,---''--------------------- 7.Correct Business Name and Address:.:of Charitable Organizatio~receiving property: NAME ~------------------ ADDRESS ,_S_e_e_.r_e_v_e_r_s_e_s_id_e _ 8.I certify that the information containe is,to the best of my knowledge and ,belief,true and correct. Addres~of Applicant 27 South College Street,Washington,Penna.15301 Offic iaI T itle _-:-,E=x::..>e~c=-,u""t..,o,,-,r,,--..,.-_Date_....:M=a::"YJ-·-=3~1~1'....:1"-9<-7'-4-"'--_ This form must be completed in triplicate-ond 011 three copies delivered to the Register of Wills for the County irl"whi·dr·the,de-cedent .!r~sided,or in which letters were issued for a non-resident decedent's estote.If the decedent was a non-resi'dent of·Pennsylvania and, letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the'Dir.&ctor'~Bureau of County Collections, Penno.Department of Revenue,26 S.4th Street,Harrisbur.g;·Pa.t ~-";' Do not write below this line -For Official Use Only Referred to Bureau Headquarters Approved 0 I For Secretary of Revenue Denied*0 (Title) (Authorized Si gnature) (Date of Action) *See reverse side for reasons (Date of Referral) (County) (Initials of Register of Wills) Date of Approval) ()J a;e;~~al W;lI.) ~(County)f//!F /--1f MUST BE FILED IN TRIPLICATE This section will be compl eted by Bureau Headquarters only when the application for exemption has been deni,ed.._. Date:_ The application for exemption contained on the face of this form has been denied because ----------- y Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. 5%-Liberty Methodist Church R.D.#6 ·Washington,Pa.15301~~.,..~".'\. '-Under the terms of the Will of F.K.Fawcett,the residue of his estate is devised to a Trust in which the Pittsburgh National Bank,Michael Beierlein and Harold V.Fergus,:Jr.. are the trustees.This Trust is perpetual.The following charties receive the income from the Trust in the percentages indicated: 25%-Shriner's Hospital for Crippled C~~ldren 323 North Michigan Ave.! Chicago,Ill.60601 Hdqr. -Washington Hospital Wilson Ave. Washington,Pa.15301 5% -Second Christian Church now Fairhill Manor Christian Church Montgomery Ave. Washington,Penna.15301 5%-Salvation Army Western Pennsylvania Div. 424 Third Ave. Pittsburgh,Penna. 5% 10%-First Methodist Church 29 North College St. Washington,Pa.15301 10%-Children's Hospital of Pennsylvania (Pgh.) c/o Mr.Jolin Troan,"Edt. President of Old Newsboys Campaign The Pittsburgh Press P.O.Box 566 Pittsburgh,Penna. You will note that these percentages total 100%of the income.However,in a later ~odici1, Mr.Fawcett created life estates for Ann Shuman and his daughter,Marian Powelson in whic they are to receive one-tenth (1/10)each ·of the income of the aforementioned Trust.The Orphans'Court of Washington County has determined that during the lifetime of the afore- mentioned life tenants,80%of the income from the Trust would be divided between the named charties in the aforementioned percentages.At the death of both life tenants, one hundred (100%)per cent of the income would be divided between the charties. 10%-Friendship Community Church 1090 Weirich Ave. Washington,Pa.15301 250/0 -Lake Lynn Methodist Church Lake Lynn,Pennsylvania -----------------------------------------~---~-- ---~"'" BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLE~_~ REFER TO 37-245-3 NOTICE OF FILING OF APPRAISEMENT EICH1\EL :;:Cr:::;j-:;'L~IN,H:\IWLD V.FI:.'tGUS Jr;..&PITTSBUItGH NAT.BAI'TI( (Executor o.r:Xtiffiit1'ffi'SW.rla'J}3ljD In-Re::Estate of__-"F-'.'-'K"'."---=F""'a~l"""'c~e~t~t~__~-------- ____~_·J_a_s_h_i_n"""gt:...·_o_n County -File No.63-69-902 ~You are hereby notified that the supplemental appraisement in the estate of__--=F:.....:!:.:.K:.:;~.:.._l_i'~a~...'..l<c..l<eC!<t~t~._.;.._ has been filed in the office of the Register of Wills qf.HasbjngtoD County on NovB:nber 13 .,19 70.Said appraisement reflects the folloWing valuations: gT~Qtr,~~•...2~~'~-B~~,~u\_.·:.."'__ Persona1 Property ....__-l3,..JwJ~,)...JML'fi,.l""....,00**_ Transfers "'-_I..:..7..:..7~.L~3~3...;....OO _ Total -------510,474..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 (6%).percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. , \ Date __1_1_-_1-,,-3_-..;;..70_·_Signed DATE OF BE!'..TH:July.26,1969 . Note:This is not 0 bill. W,RoCbaney,Chief Appraiser ." R CC-Bl (2-64) BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLa~~ REFER TO It 37-245-3 I\ \ i EICH:\I::L 3~.~IERL."ZIN,HAIlOLD V.F:::RGUS JR.&:PITTSBUTiGH NAT.BAI'ilK (Exe eutor oJ1~m@W.rl@;:E'd.rO In Re:Est ate of__~F....set..:.K~.~F~c:>=..::.~~:..::rc",;,e::.lt~t~_ ____I'_ia_s_h_l_·n.-:g=,-·t_o_n County - FHe No.63-69-902 You are hereby notified that the supplemental appraisement in the estate of F•.K •.Fal:Jcett__--=-...=;.::..::....--"::..:J.::<-='-"-_ has been filed in the ~ffiee of the Register of Wills qf Uasbj ngtoD County on November 13 ,19 70.Said appraisement reflects·the folloWing valuations: IDAllX'~%:rt~..J,.:>a\93'G@s\.Ju~~;lo._ Pe rsona1 Prope rty __-f3~3T'f3~".f3~4'o;\;1.......?;00~OO'---- Transfers I....:.7....:.7-"-I...:;3...:;3~_ Total -------51q,474.•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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date 11_-_1-=-3_~..:-70 _Signed ~sJ~~, Appraiser DATE OF B~lTH:July 26,1969 Note:This is not a bill. ---------,---~-------------~----------(l ~~RCC••4{~.7<4)COMMONWEALTH OF PENNSYLVANIA~1 1 11 DEPARTMENT OF REVENUE I I'~223j 4OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX \ RECEIVED FOUR THOUSlllm EIGHT HUNDRED ttmN'lY.FOUR nnd l0/10Q...---..----.....----doliars , representing Pennsylvania Inheritance or 1 From:PITTSBURGH NATIONAL BANIt -Excr.Estate Tax due from the following estate: Add 6 SOUTK:3MAIN STREETress -! t1ASHI~"G'iONJ PBUNSYLVAlJIA 15301 7-25-69 File No.63-69-902 Date of Death ~ Date of Payment ---'-'-'""""-'---'-'-'---'---'---"--=1""9....:.?....:.5__---i Name of Decedent _F_._K_.'--V._~_I_:TC_E'f_T __; County t1._1lS_HIN--.:..._Kl_T_O_*-----1 I Remarks: 14JRI 'i :J /JI '" 2%Tax on $$ !Life Rotate 31,384.90 1 0 883.09 6%Tax on $118,008..50 $7,08011 51 Life Eotato 55,173.38 8 t 216.01 15%Tax on $10,000.00 $1,000000 %Tax on $$ Estate Tax,Act of May 7,1927 $ TOTAL TAX CRED IT to\--_---.s1.....S..L.t....7~39,..=--::6~1~ Less five percentum of tax if Pr0V.Pd.15,,000.00 paid within three months after Balance 3,739.61 date of death $--------u Plus interest at the rate of-.Jl%from 10-26-70 to Datc I I II SEA l:TOTAL AMOUNT PAID f'· ".\1 '"..