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Home My WebLink AboutOC1969-0954 - ESTATE OF LODGE-o ~_------.__'__...._..'...,...---. / I,Ru.sse.ll...M.a.rlno.Register for the Probate of Wills and granting Letters of Administration,in and for the County of Washington and Commonwealth of Pennsylvania: To ~.:r.g.l;I,r.e.tA.~h L.o.dge .c.T.'.Administratriaf all and singular,the goods and chattels,rights and credits r~~__m~ff!iIxwhich were of ... .....~.~;I,l~....~....~odg.e...............late of the said County, deceased,with a copy of deceased's will annexed,GREETINGS: Whereas,the said ...Lesll.e A Lodge .. inH~s.....lifetime,l1tade :H:~s ...last Will and Testament in writing, which was duly proved on the?'7tll·....day ofA~g4.st...........A.D.,I 9.69.....having,whilst He ..lived,and at the time of I1.i~..decease,divers goods a'nd chattels,rights and credits,with- in the said County,by means wher~of the full disposition and power of granting letters of adminis- tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels, rights and credits which were of the said deceased,a~#iJJ.~1lJi~xmay be well and truly ad111,inistered,converted and disposed of according to the tenor and effect of the said de- ceased's will and according to law,I do hereby grant unto you the said ... .,Margar.e.t..,S.•...Lodg.e..,..Mminl.stratrix.C•..T•.A •.............. ...............(in whose fidelity in this behalf I very much confide,)full power by the tenor of these presents,to administer the goods,chattels,rights and credits 1.U'Z»~ 7OIl:mtbftintiX'lIJ'Rli.,which were of the said deceased,within the said County,as also to ask,collect levy, recover and receive the credits whatsoever of the said deceased,which at the time of )11,S.death were owing,or did in any way belong to :HJ:m....a'nd to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to their rate and order of law;especially of well and truly ad111,inistering the goods and chattels, rights and credits ~~,which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisement thereof,and exhibiting the same into the Register's Of- fice,at Washington,on or before the............day of ,"next,ensuing,and also a true and just account,calculation,and reckoning of your adl1'tinistration,upon your solemn. ........................to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said . ..................................:M.~X'.garet ..~~I,o~.g~. administrat rix C.T.A.of all and singular the goods and chattels,rights and credits,u:Ji.. XJX1t!N.ii1xJal~_andwhich were of the said deceased,with a copy of said deceased's Will an- nexed,within the limits aforesaid;saving harmless and forever indemnifying me and all other of- ficers agaimt all persons by reason of your ad111,inis tration aforesaid,and saving all others their rights,&c. "·9;i."~L·~ ;;~.~ 11u Wrntimnug IIqrrrnf.I have hereunto set my hand and affixed the seal of said office at Washington,the ..~7.t.:tl.~...day of A..11e;\l.~~,'..'in the year of our Lord one thousand nine hundred and .Sixty Nine ....... Register. I . r-CD=t-i CD:a>~"""ltoen~~.tTJ e(I)C/'J ....~..., t >>•~cz.t-t 0 aJ"0 _.P-o :-i :::I()Q ~_.en~>.... """lI»,....-.Ct::I j r.\..:;~...--j II I!j I I. II LAST WILL AND TESTAMENT -of- LESLIE A.LODGE *** I,LESLIE A.LODGE,of South Strabane Township,Washington County,Pennsylvania,hereby declare this to be my last Will and revoke all Wills which I have previously made. ITEM 1.I direct that the expenses of my last illness and fun- eral be paid as soon as practicable after my death. youngest child who lives to attain the age of twenty-two (22)years attains, that age or is granted a Bachelorl s Degree by a full time recognized four- , j. I give,devise and bequeath all the residue of myITEMII. estate,of whatever nature and wheresoever situated,together with the pro- I ceeds of life insurance,which at the time of execution of this Will I am mak-I ing payable to this Trust,to Mellon National Bank and Trust Company,I ITrustee,and its .3uccessors,to hold upon the following trusts.Until my year college,whichever happens first.my Trustee shall payor apply the ren in such manner and in such amount.3,which need not be equal,as,in income and the principal for the support,education and welfare of my child- the sole discretion of my Trustee,is proper.Any expenditure of principal Ifortheeducationofanychildafterheattainstheageoftwenty-two (22)years; Ii . I shall be charged as an advance,without interest,against the share there- after set apart for such child or his or her i.3sue as hereinafter provided. •Ii As soon as there is no living child of mine under the age of twenty-two (22) II years or if my youngest living child has obtained a Bachelor's Degree as II"! -- . .....'e:.",....;, R_~.:V J:"~._::-.'....,.w.-.,.,_....;,_......:,.~..'-~.-,-,-,,t\c.",,.L.L.~""~-'_..~ .f._;'~... T,.S"."'~.... above provided,my Trustee shall distribute the balance of income and principal to my issue then living,per stirpes,absolutely. In the exercise of the power to apply principal and income for the support and welfare of my children,my Trustee may con- sider other income and source of supprt .and the separate estate of the bene- ficiairy,known to my trustee,and such trust~e may make an unusual dis- tribution to either of my children during illness or emergency of any kind in which money is needed. In the event that either of my children shall die and leave no children him or her surviving at the time of such death the share which such deceased child would have taken shall pass to and be distribut- able to the other child who survives. Such amounts of principal and income as may be dis- tributed may be applied to or paid ,directly to the person with whom either of my children reside,or who has the care or control of such child,with- out the intervention of a guardian,and my Trustee shall not be obliged to supervise or inquire into the application of such amounts by any person, and the receipt of the person who receives the funds shall be a complete../ release of my Trustee• / All principal an.d income shall,until actual distribu- tion to the beneficiary,.be free of the debts,contracts,alienations and anticipations of any beneficiary,and the same shall not be liable to any levy, attachment,execution or sequestration while in the possession of my -2- --_._~.-~.~~....".-.._--,----_..'-.--,_.--. ... ".,..- Executor or Trustee. I specifically authorize my Executor hereinafter named and the Trustee herein appointed to retain in kind any residence real estate which I may own at the time of my deceas'e.for whatever period of time may be necessary.convenient or appropriate to enable my children to make an adjustment following my decease.During the time when my Executor or Trustee refrains from liquidating such residence the Executor and Trustee shall pay the faxes.utilities.insurance affecting such resi- dence and shall maintain,repair and replace anything which needs to be maintained or repaired and any personal property which needs to be re- placed. ITEM III.I authorize my Executor and Trustee.and its suc- cessor to exercise .the following pwoers.in addition to those given by law, to be exercised in its sole discretion: (c)To invest in any common trust fund maintained byCorporateTrustee. (b)To invest in any real or personal property with- out restriction to legal investments. (d)To keep reasonable amounts of cash in bank.un- invested.if deemed advisable for the protection of principal. I(e)To purchase inw,tments at premiums;to charge I premiums to income or principal or partly to each..I (f)To subscribe for or to exercise options for stocks,I bonds or other investments;to join in any plan of lease,mortgage. merger.consolidation,reorganization.foreclosure or voting trust and to deposit securities thereunder;and generally to exercise all the rights of security holders or employees of any corporation. (a)To retain any real and personal property which .may at any time form part of my estate,including stock of the Cor- porate Trustee.as long as it may deem advisable. -3- ,~'....,...-_..---.-.-.--_.- .- '-..,.....y .• (g)To register securities in the name of a nominee or in such manner that title shall pass by delivery. (h)To repair,alter,improve or lease,for any period of time,any real or personal property and to give options .for leases. (i)To sell at public or private sale,for cash or credit,with or without security,to exchange or to partition any real or personal property and to give options for sales or exchanges. (j)To borrow money from any person,.including any Executor or Trustee .and to mortgage or pledge any real or personal property. (k)To compromise claims without Order of Court. (1)To add to the principal of any trust created by this 'Vill any real or personal property received from any person by Deed,Will or in any other manner. (m)To make distribution in kind. (n)To exercise all power,authority and discretion given by this Will after the termination of any trust created herein until the same is fully distributed. Trust Comp~ny,Washington,Pennsylvania office,Executor and Trustee Pittsburgh National Bank,Washington,.Pennsylvania office,to serve as reason;fail or refuse to qualify either as Executor or Tru3tee,I appoint Any executor,trustee ~r administrator c.t.a. I constitute and appoint Mellon National Bank and Should Mellon National Bank and Trust Company,for any ITEM IV. under this Will. Executor and/or Trustee. I I I II I and discretions as if originally appointed,and no executor or trustee herein I who shall administer my estate shall do so with the same duties,powers, named shall be required to enter bond or furnish securities in any juris- diction in which it may act. -4- -- '.,...-~,.... l IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my last Will and Testament,this 15th day of March,1963. ~/f k~d:~ Leslie A.Lodge Signed.sealed,published and declared by the above named Leslie A.Lodge.as and for h~s 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. Witness -5- Residence ./ ./ .'..... l\ffibunit (@f tExrrutnr®r l\bmtuiatratnr ~tatt nf 'tUuny!Uallta { Q!nuuty nf 1IlIIan4tugtnu }nn: Personally before me,the undersigned authority,a N9J~.a;ry..J?.1.~Ql.is;in and for said County and State,appeared Margarat S.L.Qdge···················.····r·······"'ihoc beinfl'duly sworn according to law,deposes and says thats he is the ~~~IDdi;>rTo~"\nees- tate of _l",._~§.l.i.~A.!LQ.9..ge -..---..deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .J.I_e~.l.ie....A.._..LQ.dge..., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal 'estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. d Sfworn .and subscribed be 1 f 9 0re me this y 7-.d ..£~~JR.-::.. ay 0 ~<}==. ............................................................................................Administratrix C.T .A••ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ~UUtutnry aub i\ppratntmtut .of the goods and chattels,rights and credits which were oi L.~.~).;i..e A L.Q.dg.e .late of ..N.o.r.th..Franklin T.ownslrlp.,.. Washington County,Pa.,taken and made in conformity with the above affidavit. Personalty 1967 Dodge Sedan (Blue Book value) A collection of coins (511 different items)consisting of Lincoln Permies,Two Cent Pieces,Large Pennies,Indi-~ Head Pennies,Nickels,Dimes,Quarters and Half Dollars A complete list of the above coins with their values as shown in the "1969 Blue Book of Coin Values fl is in the possession of G.Ashton Brownlee,Attorney for the Estate at his office,414 -415 Washington TrUst Building,, Washington,Pennsylvania DOLLARS 1,775 816 CENTS 00 76 Realty I -No Realty - I 2,591'76 .... \Q •r: 0 ~'"In ~In ».....en -40-l ::J:.....mm:::rQ..m Z 0in'~.G1 ..., -4..........0 ."..,:::r m-c Zm:::l Z 0 :::l n Z:::l 0 0 '"Q..3 -<n m c:r-0 Q..Z <..,»-4 »..,-<m n Znn..--+0 ~0 c!":::l.....0~-.".- 0-enengm.. :::l10 Q.. C-< In~.., :::l.0.n<nm0::::!.9:-<:::l0-10m.....0m<0~,~ Q..m"0~m 0:::lCl.. In0'< ....:::r0........:::rm 0 0-0<(1l 0nn0c~ c.n~o.., :::l o :::lCl.. InC 0-Inn ::::!.0-mQ.. g- O'..,m 3m.....:::rYi- ~ N \ ~~( [...: ·~·'0:N:~· .· . --""'""- :::l 6'-+:::r 0(j) 3 "0 0 m..,:::l In :::l 0m:::l..,In .....if..,mo.......... "0 n..,0m:::lInng.~ 0-:::l Q..m m 0mQ..Cl..n Cl..0-0 m'<..,30'c.n :::!". '<Z oir~:::r ..........o 9 ~~:::r :::l :""-.m ==0Cl..:~~0 :::l .... o :.\,.:::l 10:::l :V\J Q..0 :::r Cl..i';;O .....~~:~:;.m ;f i~~m ceo_.:.....~<e..:J ()~~~.~iWt g S·iii .0''''10:'-i..-'.,....oo ....:-"-'0 n - ;;0 :~:C""In n :::lm.l/l:'\,.)mOo~'i~~:i 5:~~'m.....: -.,:m m~•:::l ..,::~no ::m.....::Cl.. ~!~j .r=:::_\.:"0-'"~".., l/l::0:0,.,0 :::--t-l•.,l/l InIn ~~ :::l 10 0':::l. ()oC.~ __A ="f! c::, ,Q..("........~.........;,"".. 0 ...,."".;I '< r-~::: 0 ~ ".~",~ :+' ~l.it->.~ -+ ..·...1 ~~t :O:::l \.__.... :m•l/l'" l/l , presented to the Court ESTATE OF •-.. D~l~z.J~43~ ~2 ,....., r'J __._.....__. . .__Account of .pel).. No;_~.$.~~r.~9~{.J~~~\ _..Marga.r.e.t_.._S.•._..L.Qdge_~.-----.----..-_. _______._Adminis..t.r.a.t.r.ix..._C_•._..T _A•...~ ..Le.s.l.i.e_..A L.9.dge..,D.ec.aas_ed . And now to Wit__.~-------3.t------.--. __.G_.__..Ashton...B.r.ownl.ae........_ •-'}ttorne'Y for Accountant.~ 19--10..the within acco 7"7nfirmatiOn 0\11__'LK~--.~nlr<----...--- Register and Ex-Officio Cl.erk of O.C. ,I :::;u~):"P-l ....., en 0 ~ -v~ (f),f)--i ,--.,,-, f -.,.rn r- {:;:t-- ~.-.~0 ,.',~-.".......,.. .; ~.;:-IE ~:~ .. .\, r-~: 4) -0 ,C)~"'"(f) '"... • ~... '-- ------ .. ~ L .... "\ \, he Court is respectfu lIy requested to determine proper distribution in this estate. 1J.aJ/;;n~ Counsel for Accountant In The Court of Common Pleas of Washington County,Pennsylvania Orphans'Court Division No. First and Final Account of Margaret S.Lodge,Administratrix C.T.A.of the Estate of Leslie A.Lodge,deceased. I SUMMARY Principal -Personalty Receipts Schedule A 2,591.76 Disbursements Schedule A-l 2,,321.20 Balance Principal -Personalty The above balance consists of Cash Schedule A Principal -Personalty Receipts To Inventory and Appraisement as filed To Conversion into Cash without Gain or Loss (a)Collection of coins 816.76 (b)1967 Dodge Sedan 1,775.00 Schedule A-I Disbursements 2,591.76 . I 8-27-69 9-24-69 9-15-69 9-15-69 8-20-69 8-5-69 11-10-69 5-2-70 Russell Marino,Reg. F.J.Buckley Washington County Reports Observer Pub.Co. Piatt Funeral Home Wilbert E.Zuver Kurtz Monument Co. Mellon Nat'l.Bank Letters Testamentary and 21.005ShortCertificates Bond Premium 25.00 Estate Notice 14.00 Estate Notice 14.00 Funeral Bill 1,914.90 Flowers for Casket 58.30 Grave Marker 115.00 Rental-Safe Deposit Box 15.00 7-28-70 7-28-70 G.Ashton Brownlee Russell Marino,Reg. Russell Marino,Reg. Attorney's Fee Inventory and Appraisement This AccoUIit 125 ..00 3.00 16.00 $2,321.20 Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appear,ed before me,a Notary Public in and for said County and State,R,i,.~.l:l.cg:(;t..s.G.9.1.\l.~~,who bein,g duly s,worn according to law,deposes ,and says that he is the ..S.~~.r~.:t.~.r.Y . of the Observer Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that the said Com.pany is the'owner and publisher of the Observer-Reporter,suce-essor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspap'er of general cir-culation,printed and published and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been estalilished and published continuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal adve,rtis,ement,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;.__. .......................$.~pJ~~.1?~.~....??,....?.9.....~p..4....Q.~.~C?P~.~~..t !.?~.?.. that neithe'r th!e affiant nor the Observer Publishing Company is interested in the subject matter of staid notice or advertising and that all of the aIle,ga- tions of this affidavit as to the time,place and character ,of publication are true......Av:rd-....!..~~. A~MINISTRATRJX,C.T.A"'.NOTlcEt: ,Estate of LESLIE A.,;LODGE,de"Ic!,ased,.late ci NOl'th'Fl'anklin.lownshlp,Washington CountyPenna..,'_'1 Letters of Administrlltion,:c.T.A.} upon,,the above Estate havin,g,',,beenf'ranted to the undersigned,;noticel,S hereby gIven to those';.indebtedtheretotomakeimmediate'Wpay.' ment.and to those haviI\i1 claimsordemandstopresentthemforsettlement.." , lIJargaret S:Lodge,Adrri::c.t.a.2~O GreenhlJI Drive,' ,washington,PennSYlvania 15301.Tohn H.Davidson Attorney 231 ~ashington Trust Bldg:,_---Vf:;J2j~~.~~'LWJ»7IL~ Sworn to and ..b"'M~~n~R~;'~~ WASHINGTON,WASHI~{GTON COUNTY MY COMMISSION EXPIRES MAY 6,197Z Washington County Reports· Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •••••• • •• ••••• ••• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA 'LODGE.LESLIE A.,Dec'd. Late of North Franklin Township,Washington County,Penna. Administratrix C.T.A.:Margaret S.Lodge,320 Greenhill Dr.,Washington,' Penna.15301Attorney:John H.Davidson,231WashingtonTrustBldg.,Washington, Penna.15301 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 officiaJl legal periodical for said Washington County,published weekly hav,ing 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 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy (}f a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...........septeJllbe.r as.,.~9.6.g .. ..........OC't.Qbe.J:a 9.1.9.6.9... otoJr/a---@--~--------and subscribed before me this that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publication are true. Sworn to ~tt t4t <trnurt nf Qtnmmnu 'ltun nf lIun4itt:gtntt Qtnullty ®rp4uttn~Qtnurt miuinintt In the matter of the Audit of Account in Estate of:_---.l.LLI:E~S:l..I.1.JIw.I..LF:....1......t::I.A....---lIu.IOl-l.J...D!.l..GLl'Fi'::...!~I~{ deceased. TO THE AUDITING JUDGE: No.63-69-95h Enter my~~~appearance for the acc<;>utant 25th day of_..cAu.l~]g:,-l....]",-S......tL..--'19--1..0.. N.B.-Counsel shall,by separa;te paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. PI:3 26 R :SSi"LL Mi:,f INO RE ~iSTER (,F WILLS HINno J C ".PA. ~1-+=~ $.t~~:+:+...<-~0 $.t ~:J t:+«~ ~=-·C ~~~~oz, _.--------._.~-----.-.-~--'~~----~.-~'--~~'<-----------------------------------. PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate oL LESLIE..Ai..LQD.GE,.'" Deceased No 6,3.~6.9~.9$4 A. A. Fiduciary .Mar.gar.at..S&..Lo.dg.e~. .,Admini.s.tr.atr.ix..O...T.,;.A•.............................. Date of Date of Decedent's deat'h J.:uly..2..,.19.6.9 Grant of Leltters Aug:ust 2.7.~19.69 . This is the Fir.s.t and..F.inaL 'account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ................................................................~.9...fg;r.m~.:r t;l,9.C.9ll,D:t;;.§.. Election to take Date Election Place of; Under or Against will.(cross out one)Filed Record !.~.":...'..:.......•..........•• Not applicable .Name of surviving spouse Margar.et...S Lodge.:. List issue,where material: Did decedent marry after execution of will?(indicate)Yes.1tXK Any children born after execution of will?{indicate} :xlt"e£.No.If answer yes,name them ". Leg.atees Mellon National Bank and Trust Company Margaret"S.Lodge Rebecca Lodge Gilmore Phillip Alan Lodge Relationship None Wife Daughter Son Interest Trust Estate One-third One-third One-third Fiduciary,if deceased or not sui juris NOTE:The Mellon National Bank and Trust Company,by paper filed, renounced its right to serve as Executor and Trustee.. List,if exceptions to above:Adeemed:Revoked:.Lapsed:Abated:Give Cause: If partial intestacy,give facts:The will of the decedent is dated March 15,1963. Decedent was married to your petitioner on June 18,1966·and therefore died intestate as to her. Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 parag'raph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.No. If any exception give cause:. File copy of Notice and date of mailing .AJJ.gu.s.t .,.19.7-0.•........................",. Is estate subject to the filing of a Federal'Estate 'Tax Return?:N5?. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.None . If the Will makes any portion of estate subject to a life-estate,give name dnd birth date of life tenant . ....................................................N.Q...lif.a e.st.at.e . 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. No unpaid creditors Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $0.0.&0.0 . $OO.•.O.Q . $27.0.&5.6 . $2.7.0.•$6 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ,.. ~~-",,-... "'~''''~''-'--_.- ,---~-~-~----~....,..--",~.~"_.-----------------_-..-_...--_-----------------". If Family Exemption claimed by Petition,give place of Record:_.._ . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Your petitioner,as wife of decedent,claims the Family Allowance. List any advancement or distribution on account that has been made,and nature and amount of same: No advancements Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: It is suggested that the balance be awarded to your petitioner as part of her family allowance. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or r"epresentative thereof, I being duly :;l.W9.:r.n doth depose and say that the facts set forth in the foregoing petition are true to the best of .her.knowledge and belief. And your petitioner will ever pray,etc. ·························8wop-n··to and subscribed before me this JS.~ay of s..~.)o.T 19 7-0.... ~;:~a:~r~:;c~rff~~e_\::__:_::::_--:-o.-~~~L~~----- Office expires ~~.~~I.~~!~.~.~~~.~.~!.~}~.~:.l97S"Me/IlIMlr,~nns_taAllocl_~". ,f No....b3.,:,.6.9.~9.54--A.A. Estate of ~E$.L.IE..A•...L.O.D.GE.,. Deceased Fiduciary .MA.RGMET..S.LODG.E.,. ..Ag,.minis.tI.'.at~ix.._G.•.T..A>_ . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in confor,rnity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of se~vice of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Wi II. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 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 distributiori-in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ...........00,A{:iht-Q,U..B.rQ.wnle.e _.._ . Attorney' ~2 'Vd "00 NOJ~)NIHS\1A\ Slllf1\j 0 cELLS I~j U oNt~~:t \~1~{~1"1 ]S(3 ntJ 92 £lId 92130 OL4 f .'-Ii ....! r r.t1 ~,i\,.1 I •,.! '. I''• ..t I J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION deceased.The Administratrix CTA is Margaret S.Lodge and the attorney is G.Ashton Brownlee. IN RE: ESTATE OF Mr.Brownlee? )+ ) )No.954 of 1969 ) ) ) ) May it please the Court,I have entered my appea - Number 954 of 1969,the estate of Leslie A.Lod e, HEARING ON AUDIT G.ASHTON BROWNLEE,ESQ.,of Washington, Pa.,repres eriting the Accountant. THE HONORABLE P.VINCENT MARINO,Judge of the said Court. .Wednesday,September 16,1970,at 10:00 o'clock A.M.,EDST. MR.BROWNLEE: LESLIE A.LODGE, ~Deceased. ~...I>-lJlZZ1&1D. ig BEFORE: ~z%IIIct::: ti APPEARANCES: ~lJlQ ...Ictij Q TIME:::l"'l ~N viII: 1&1~THE COURT:.0II.1&1II:..II:::loU ~ij ~o ance in this estate.I have the Audit Petition and all the required papers.There are no complications.I ought to call the Court's·atte tion to the fact that the decedent's Will was written on March 15,1963, shortly after the death of his first wife.In this Will he left his entir estate to his two children.Later,he married Margaret S.Lodge a he never changed his Will.So he died intestate as to his second wife. However.there is only a balance of less than $500.00 for distributio and I think the Court can award that to his pres e nt widow on account of her family exemption. 2 . THE COURT: household? ~z~MR.BROWNLEE: ~~THE COURT:11/II. She was living with him and making part of the She was. Is there anyone els e in Court interested in this ig.decedent's estate? t!lzi (.NO RESPONSE)c . ==.)~THE COURT:u '".~ VIQ Court.e ,JcUQ ;:)., :I:~01 The audit of this account is ordered closed by the (A UDIT CLOSED) eedlDpupon the hearing Qf tbe ,I '" 1 horeby cer-Uly ,bat the procoed1~and evidence are c:.,'Ontatned ... ui~oII.11/~, §fullyaad accurately in the note.taken III me Oil Ute hearing Or tne above ou ~cauae~and that tbls c~py is a correct tl"oii:...o j ~n t4r C!tourt of C!tomU1nu 'lraa of IJaa11ingtnn C!tounty. Jrnnsylnania.(@rp!1nna'C!tnurt Diniaion ESTATE OF No._~6..J.3=-6..:..9L--.......9,-,,5....4,---_ Leslie A.Lodge,In the matter ofthe:__F_i_r_s_t_an_d_F_i_n_a_l_ deceased.Account of_---.:M:.:.a~r::..g~a.;:.;.::..r.;;..e..;;.t_S..;::..--.,;;..L..;;.o..;;.d~gz..;;.e__ Administratrix eTA ADJUDICATION AND DECREE e /177() tp;;l &:c.L,;!c, ~.7/'1..;-.........:.._..--;:--", /<17 ;) fj /4.,S'V;Zd':://"'?U/IA;'~--t: C).c!, SCHEDULE OF DISTRIBUTION Balance per account $270 .56 Balance $270.56 Deduct Clerk's Costs &Receipts 10.50 $260.06 Attorney G.Ashton Brownlee 7z-rJ'~::;L). ~---~~..A-~ Margaret S.Lodge,widow,Family Exemption,as ~J'(' claimed in cash at the audit,on account,260.06 No balanc )-1-z;j.--'::?- ~'--:f ;e,A./~.Il a~,.-. And now October,"'z.__~,19-1Q.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $270.56 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. ---------------------------- t..O , ('-/(f)<!.0 -l 0-:z.-l rn !.r.:--0~c..> .'-'-e_ll.-z...c ,-0 c ~-~r I- (..,(;'0 -'---uJ :~ U J ('V w,.;l--.... ,.-,......--,""U) <-)u;::c Cl =>0 (j) 0:.::W <: c::;l c;:........... :I r-- :>- 1-....';....._... Estate of deeeesed. ~RECEIPT I,the undersigned,hereby acknowledge to have this day received of ...lM~a~r...s=--s.~r¥e.:t.t-:=:S...Il._L~o~d:cig>.lleu'I..-....l!I.A~dm~i!l.l!n>=ill:.:s ....t=-orlWa~t.=..r....J.=..·x:2:--..,.,C_TA-.~A,--__,the surn 0 f ~Hundred J Sixty and 061100 ($260.06)- - - - -_Dollars in full payment of the amount awarded to me by the said Orphans'Court in the Decree and Schedule of Distribution filed to the above number,and in consideration thereof I hereby release and discharge the said Margaret S.Lodge,Administratrix 8.:.;.;f;;..o,,-'r;;..e~s.;..;;a_i_d -,-from any further claim or demand for the same. WITNESS my hand and seal this ATTEST: '7&u-r rZaaJ (lad.-?': ;..9 day of October ,19~. _~""",,-k...-..=..~-"=if~£",,,-,.......~~~_-.+-Q:-.-.....-,=-__(SEAL)o Ma;ga;~.Lodge Form No,RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.J EFFECT~VE JANUARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)~ --.1--.*'.OFFICE OF THE REGISTER OF WILLS 0 ~-(p 1-CJ5 tf Co~nty of .....Wasliing:ton .. . .. . .. . Margaret S.Lodge 230 Gree~ill Drive,Washington,..............................'"of .Pe.nn.s;y:lvama ~. (Name)(Address) being duly._aW.9.rn..according to law,deposes and says thatfhe is the.._..Admini.s..tr_atr.iK E _3J).__T_.A.._ .(Exec.•Adm.•Legatee.tc. of the estate of....Le.sJ.1.e.__A......LQ.d.ge whose last residence was _...(23Q G~aenbj ]l.(S••D)!r..Lv..e.,..._•No.)treetNorthFrankl~n ...._..To1tlnship.~....-------.--....--.deceased,and that the whole of the estate of said decedent,who died ..J..Ul.Y---(f#-)··J.9.6.9.,(CitY.Borough or Township)ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN(!;ES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES A~l'D RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated-NONE -"Value .. 7f,;J-JlJJ.v . 12(PS'-to ~~ WA../d..-.~./IUn /', \~.~(\~/j .\~ \\~·V~\\"v'_r- '0 'OM .'t'~-- \~\0 \\"~ Personal Property 1,775.00~1967 Dodge Sedan (Blue Book value) A collection of coins (511 different items)consisting of Lincoln Pennies,Two Cent Pieces,Large Pennies,Indian Head ~Pennies,Nickels,Dimes,Quarters and Half Dollars 816.76 Attached to this form is an itemized list of the above coins with their appraised value,with each item either separately appraised or appraised in a group of similar coins o'•~•"f 'Ifc:l S-q/,7't! _...t ,. . NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value .---Decedent owned certain personal property with his wife.-----. filargaret S.Lodge.as tenants bv the entireties. , I I , ! - Transfers within TWO YEARS Prior to Death-NOl,.TE - 'J.,\•."j\'l>'I I ., That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,or,as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT '.--/ - BENEFICIARIES ,RELATIONSHIP AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED T.ENANTS .OR INTEREST OFDECEDENT(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Margaret S.Lodge I 230 Greenhill Drive Washington,Pa.Wife Yes Rebecca Lodge Gilmore '- 207 Village Road Lancaster Village Wilmington.Delaware Daughter Yes Phillip Alan Lodge 210 Greenhill Drive Washington,Fa.Son Yes r I RESIDENT--B'ECEDENT_......DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM .NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below . I , i Total Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and swom to before me this 2.7 " ...............day oi'.~,19 ..79. ~~7Jl~.~. v<{~-m.L~. Admin1stratrix G.T.A.2)0..Greenhill..Driva . (Street Number) Washington,Pa• •••••••••••••••••••••••••••••••••••••••••••••0 •••• (City or Town and State) 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 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TH I,the undersigned duly elected Register of Wills in and for.. .County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,exce as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:. Register of Wills , "-' ! Form No.RCC·62 (2·641 Will 0 'LI Administration INo..;."S7....Year .(P.J. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Leslie A.Lodge,...........................D~c~~~~d"" Late of NQr:t.h.F.rankl~'.. \ j ., _I ......-;.,,<~ i.!:.."'!.... Washi·ton c':}"'~';iCountyof....~'I'T'~'•••••_••••;..:.:4'....." (n G)c--=;.:=:;..,~_..::.-(f)~_'::101 Commonwealthif IfenRsYlva~ia r ~'1C;r:-:;-_:_-I ---'1-_·-t ~1-l -.J ~0 .__'" REPORT:AND.:APPRAISAL~~~~:..,.:~'~-: ,...~_. -oro ):">r..n ;·v \ r--..>-1"#• .' ESTATE OF Leslie A.Lodge LATE OF North Franklin Township DEDUCTIONS ALLOWED IN J ~}Z/~1-U THE SUM OF $ '{)-l]-71 &3-6~-·rs:r '.~.\ STATEMENT OF DEBTS AND DEDUCTIONS OFFICFZ OF .~E REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF _-,W:.:...a=s=h==i::.::n.::<g;;>.t~o=n~_COUNTY Form RC C·10 DATE OF FILING APPRAISEMENT DATS OF DEATH _:!!.J~u:.::!:1:..lyI....-!2=..s.,--:1'-'9'-l:6!...9L.-_ I DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH~" Letters Testamentary and 8-27 6e Russell Marino,Rep;•5 short certificates 21 00 9-24 69 F.J.Buckley Bond premium 25 00 9-1S 69 Washington County Reports Estate Notice 14 00 Q_1 c:hQ ()hQ "P"h (In Est~t.p.Not.iCp.lJI 00 8-20 69 Piatt Funeral Home Funeral bill 1,914 90 I 8-t; .. I 69 Wilbert E.Zuver Flowers for casket 58 30 Il-lC 69 Kurtz Monument 00.Grave marker 115 00 5-2 70 Mellon Nat'l.Bank Rental-safe deposix box 15 00 G.Ashton Brownlee Attorney's fee 125 00 7-28 70 Russell Marino,Reg.Inventory and Appraisement 3 00 7-28 70 Russell Marino§Reg.Account 16 00 Margaret s.Lodge Family Allowance 1,000 00 -.- , COMMONWEALTH OF PENNSYLVANIA }S.:COUNTY OF uvashington I,G.Ashton Brownlee, HEREBY CERTIFY.THAT.TO THE BEliT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST A"iD TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Lesl~e A.Lodge,D ECliAeED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.~~@ ~cJ9.:fL -Z)zH4 <I••s.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY Of'Ai/(jiJU1~'"70.~f>7fk ~C¥L aJlL9l(pN.a\.&.? /' R C CoB I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARGARET S.LODGE IN YOUR REPLY PLEA.E REFER TO 38-2-7 J In Re:Est a te of__---=L::.:E::.:S:::..:L=IE=--A~·...!-.~D~O~D~G:=.E~_ _____---=\·~fAc.:..:S~H~I=..Nu..G~T......Qll<:.Nu_County - FHe No. Dear Mrs.Lodge: 63-69-954 You are hereby notified that the~~_o~r~i~g~i~n~a~l~~__--__--- appraisement in the estate of Leslie A.Lodge has been filedAbn JJ1e ~ffice of t~n Register of Wills qf \vashington County on.g "19_.Said appraisement reflects the following valuations: Re alEstate _--'--:::---=-==-_...,...-_ Personal Property ~2~,~5~9~1~.~7~6~_ Transfers _ Total ~?....,-a5~9'-::l1""'.,...;.7o'-l€i~-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any i!ax 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 A_u_g_u_s_t_4_,_1_9_7_0 _Signed Title JI~~at2CHIEF.·APPP E~ DATE OF DEATH·,July 2,1969 Note:This is not a bill. R C C~39 (5-68) COMMONWEALTH OF PENNSYLVA'NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of LODGE,LESLIE A. (Last Name)(First Name) DATE OF DEATH 7-2-69 (Initial) FILE NO.63-69-954 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ''l_A_S_H_!..:..I;.::N..:..G::....T.::....::O;.::N.;..T _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated,08-04-70 _'Y-hLJJ.«~I~~ 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 VALUE AS REAPPRAISED $-------+--2 2 2.Sen 76 2 591 7ft VALUE AS REPORTED VALUE AS APPRAISED $$-------+---- 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 liCe estates or FOR USE OF REGISTER ONLY Tax on $+-__2% Tax on $~ Tax on $5% Thxoo$lK Tax on $15% Exemptions * Total Estate ---1__ TOTAL TAX COMPUTATION OF TAX $-------t-- $-------t-- $--------1--- $--------1--- $-------t-- $...1-__ (*)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 $--.J AMOUNT OF ESTATE TAX ASSESSED $------lL- Estate tax paid $-..IL- BALANCE DUE $--------__~ Add interest at rate of 6%from E -------tto-----$------~ TOTAL TAX BALANCE $------1PAID$---1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ;' I Fonn RCC-2 - DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1'7 12i ' COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A~..g~.~.~:!.1.!.~.?..9.. ·NTy ~vASHINGTONCOU .1 FILE NO §J..:::..§..9..:::..$.?.4.1 LESLIE A.LODGE WASHINGTONWhereas,late of . in the County of ly.A~.n.J..~.9.:T..9.~Commonwealth of Pennsylvania,having died on the ~.~.4 day of }.:tl..~.y......................19 ~.~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,V..~R..~G.H!.\..N~X ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent aftertheexpirationofanyestateforlifeorforyears,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoaes $ ., PERSONALTY: As per appraisement filed 2,591 76 I I 1'(1'1'AT 2.591 76 I I form~;~hb~e;::lh~wll<lla#~~~:~a~:r~~~~~e=~~~~::en~~;;~~ praIser .....................................................,....."................................................................................................... ................................,Penna. \'lASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of :r,,:F;$r..J:\!;..A~LODGE . Deceased. Late of NORTH FRANKLIN TOWNSHIP................................................................................ Date of Death,}':lJY..?L 19.§.Q .. Appraisemei!t Docket Vol 38.J •................•••••..................••.•.......• " P 2-{ATage,nO•63-69-954............................................... II Filed in Register's Office,...4:ll,g,•.....4.,19.....70 Amount of tax due,?>. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal ft'om Appraisement,.. Entered and charged,. ,