HomeMy WebLinkAboutOC1969-0968 - ESTATE OF FORREST~.~"Gn ..n (61NJ
(~
b3-69-oq h~
~-J~-69 rkJL
.
~~
GJid~
111-1~3~('?~
................._..~.
~'---'----
~-'.."'......-'"---~.-"'..,"L_--.r j
I,EARLE R.FORREST,of the City of Washington,County of
Washington,Commonwealth of Pennsylvania,do make this my Will,hereby
revoking any and all Wills at any time heretofore made by me.
FIRST:I direct that the expenses of my last illness and funeral
be paid out of my estate as soon as may be convenient after my death.
SECOND:I give and bequeath to my daughter,MARGARET
FORREST BROWN,all household goods,furniture,furnishings,pictures,
paintings,silver,china,jewelry,automobiles,mementos,manuscripts,
/
guns,medals and other tangible personal property,except books,which I
.have already given to r~he Citizens Library Association of Washington,Penna.
I request that my daughter distribute these items in accordance with written
instructions'I have made available to her,and that she permit the household
goods to be used by my sister,MRS.ALMA F.HILLER,under the conditions
set forth in Paragraph NINTH of this Will.
I
":.,THIRD:r.give and bequeath any book royalties to which I may be
entitled to my daughter,MARGARET FORREST BROWN.
FOURTH:I give and bequeath to my son-in-law,THOMAS P.
BROWN,JR.,the sum of FIVE HUNDRED (500.00)DOLLARS,and to my
daughter,MARGARET FORREST BROWN,the sum of FIVE HUNDRED
(500.00)DOLLARS.
FIFTH:I give and bequeath to my friend,MISS RUTH L.RUTHERFORD,
-----....t,,(p p~d....,.d 8 tJ1)I ,;"
the sum of FIVE HUNDRED (500.00)DOLLARS.:P~fl (Juri 1(1,£.1
SIXTH:I give and bequeath to my friend,CHARLES R.DuVALL,
JR.,the sum of TWO HUNDRED (200.00)DOLLARS as a token of my apprecia-
tion for his advice to me.
-0-".:"",",~""'l'''''''';-:'.-......."'......~_....__.__......-..~~_.....-..,_....,..'~~"1"'"~•....-...~~~_....~......_.~•__._...,.._..~__....._...........
SEVENTH:I give and bequeath to WASHINGTON COUNTY
HISTORICAL SOCIETY,the sum of ONE THOUSAND (1,000.00)DOLLARS.
EIGHTH:I give and bequeath to MRS.PHYLLIS BINGHAM
SCRIVEN of Westfield,New York.the sum of FIVE HUNDRED (500.00)
)"
DOLLARS.
NINTH:I direct that if I shall predecease my sister,ALMA F.
HILLER,then and in such event I authorize and direct my Trustees herein-
after named to expend a sum not exceeding ONE THOUSAND TWO HUNDRED
(1,200.00)DOLLARS through the funeral home of Ralph Piatt to provide for
the funeral of my said sister,ALMA F.HILLER.at the time of her death,
including transportation to Washington.Pennsylvania,and interment in my
family plot in Washington Cemetery.i also direct that said family plot may
be used for the burial of any of my descendants or their spouses.
If my sister,ALMA F.HILLER.survives me,I authorize my
Executors and Trustees to permit her to live in my residence in Washington,
.r
Pennsylvania,as long as she cares to do so,and my Executors and Trustees
shall pay all real estate taxes,insurance and utilities,from the residue of my
estate,and they shall not be responsible for any loss to the estate as a result
of the retention of this property as a home for my sister.
TENTH:In the event MAGGIE PATRICK is in my employ at the
"time of my death,I give and bequeath to her the sum of TWO HUNDRED (200.00)
DOLLARS.
ELEVENTH:All the residue of my estate,real and personal,and
wherever situate,I give,devise and bequeath to MARGARET FORREST BROWN
and MELLON NATIONAL BANK AND TRUST COMPANY,IN TRUST,NEVER-
-2-
~--.~"~__.__,._.__._~.~__.._.~_.._""__"~~""'~"~'~_''''''''''__~::.__...,.~__~,.;,.~~....._"',._.."".".,.."....._,••,.....~__~...y~""__,_,~...'.....•*_~_~~~~;qe.)'l~~~~;!.~::."'·~j..."",·~!"i'"
THELESS,for the following uses and purposes:
(A)The Trustees shall hold,manage,invest and reinvest said
Trust Estate and shall distribute the net income (hereinafter called "Income")
and principal from time to time as follows:
(1)During the lifetime of my daughter,MARGARE~FORREST
BROWN,the Trustees shall pay the Income qua:~ter-annuanyto her or for her
benefit.
(2)Upon the death of my daughter"MARGARET yORREST BROWN,
the Corporate Trustee shall divide the principal of the Trust Estate into the
following shares to wit:one -thir,g share for my gran,ddaughter,CARROLL,
,I
BROWN,or her issue if she then be deceased,and two-third share for my
+===>;,..
grandson,ROBERT F.BROWN,or his issue if he then be deceased.The
aforementioned'share as set apart for the issue of each deceased grandchild
shall be transferred and delivered to such then living issue,per stirpes,sub-
ject to the provisions of the minor beneficiary clause hereinafter contained.
Each share set apart for a living grandchild shall be held in a separate trust.
During such grandchildts minority the Trustee shall pay so much of the Income
and principal as it deems advisable for such grandchild!s welfare,comfort,
support and education,to the person having custody of him or her,without·
/'
.liability on the part of the Trustee to see to the application thereof,or shall
use it directly for such purposes,and the remaining Income shall be added
to principal to be invested as such.After said grandchUd attains majority,
the Trustee shall pay the Income quarter-annually to or for the benefit of said
grandchild until he or she attains the age of twenty"six years,at which time
one-half of the principai thereof shall be transferred and delivered to such
grandchild,free of trust.The balance shall remain in trust under the same
terms and conditions until such grandchild attains the age of thirty years,at
which time the trust shall terminate and the then remaining principal and Income
balances shall be delivered to such grandchild free and clear of trust.
3 -
.-
_..............,.._~......_...~-_...._.----......,...--...,,""'"_.....,.._._·w·.-........~...--~.....~~....-...-............._.-.~-
, I
I
(3)In the event either said grandchild should die before complete
termination of his or her trust,the remaining principal shall be transferred
\
and delivered,per stirpes,to such grandchild1 s then surviving issue,or if
he or she has none,the remaining principal shall be added to the share for
my other grandchild and his or her issue,to be distributed as herein provided
for their trusts.
(4)In the event that "any payment of Income hereinbefore authorized
to be made to any beneficiary shall be insufficient in the opinion of the cor-
porate Trustee to provide for the welfare,comfortable support and education
of such beneficiC1ry and members of his or her immediate family,the corporate
Trustee is authorized in its discret ion to use from time to time so much of the
.principal of the trust from which such beneficiary is then entitled to receive
Income as may in the opinion of said Trustee be advisable therefor,and,in
the event of the death of any beneficiary,the corporate Trustee is authorized
in its discretion to pay part or all of his or her funeral expenses.
(B)If any beneficiary entitled to receive a share of principal here-
under shall be a minor,such share shall not be distributed to him or her,but
shall be retained by the Trustee until the beneficiary attains majority,at
which time the principal shall be paid to him or her free of trust.During such
./
minority,the Trustee shall pay so much of the Income and principal as they.
deem advisable for said minor!s welfare,comfortable sUBPort and education
to the person having custody of him or her,without liability on the part of the
Trustee to see to the application thereof,or shall use it direct for such pur-
poses,and shall add the remaining Income to principal"to be invested as such.
If such beneficiary dies while a minor,the Trustee is authorized in its discre-
tion to pay part or all of his or her funeral expenses,and the remaining principal
shall be paid to the persons entitled to his or her personal estate;PROVIDED,
however,that the share thus accruing to the beneficiary of any other trust
hereunder shall be added to such other trust.
..:4 -
."J
(C)The interests of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involunt ary alienation;and the
principal and Income shall be paid by the Trustees direct to qr for the use
of the beneficiary entitled thereto,without regard to any assignment,order,
attachment or claim whatever.
(D)Income accrued on any property receoived by the Trustees
either at the inception of the trust or as an addition thereto shall be treated
as income and not as principal.Upon the death of any beneficiary of Income,
any undistributed Income then held by the Trustees for such beneficiary shall
be paid to the person or persons for whose benefit the principal producing
such Income is continued in trust or to whom i·t is distributed under the terms
hereof.Corporate distributions received by the Trustees in the shares of the
distributing corporation,regardless of the number and however described
J
or designated by the distributing corporation,shall be deemed principal.
(E)In the administration of the trusts herein created,the Trustees
shall have,in addition to and not in limitation of any authority given to them
by law and without the necessity of obtaining the consent of any court,the
following powers:to accept in distribution of my estate and to retain invest-
ments and property which are a part of my estate;to invest and reinvest the
principal of the Trust Estate in any kind of property,real or personal,or.'
part interest therein,without being restricted to investments which are legal
for trust funds;to give options for sales,leases and exchanges;to borrow
money;to sell,pledge,exchange or mortgage any real or personal property;
to compromise claims;~o lease real or personal property for terms exceeding
five (5)years;to join in;or oppose the merger,consolidation,reorganization .:"
or readjustment of the financial structure of any firm or corporation in which
the Trust Estate may have an interest;to carry securities in the name of a
nominee;and to distribute the Trust Estate either in cash or in kind.
- 5 -
.'..-.'
(F)As betw.een the Trustees,the corporate Trustee shall perform
all ministerial and administrative duties,including the keeping of books and
records,acting as custodian of the trust property and preparing all necessary
tax returns.The individual Trustee shall have full power and authority to
delegate from time to time to the corporate Trustee by an instrument in
writing any or all of said individual Trusteets rights,powers and duties here-
under to the end and purpose that the corporate Trustee may be enabled to act
in all respects for both of the Trustees hereunder during the term of such
delegation..In case of the death,resignation or incapacity of the individual
Trustee,no successor shall be appointed,and the corporate Trustee shall
have all powers and duties herein given to both Trustee~;.
(G)The corporate Trustee may resign at any time by petitioning
a court of com·petent Jurisdiction to designate and appoint a successor corporate
Trustee.In case of the merger or consolidation of the corporate Trustee,the
resultant company shall become successor corporate Trustee hereunder without
notice to an·y party.
(H)The corporate Trustee shall be entitled to receive annually.
compensation for its services hereunder in accordance with its schedule of
compensation currently in effect when the services are performed,but not in
excess of such compensation as ,WOUld be approved'by a court of competent
jurisdiction.
TWELFTH:I appoint my daughter,MARGARET FORREST BROWN,
and MELLON NATIONAL BANK AND TRUST COMPANY Executors of this
my Will,giving and granting to my Executors the same broad powers of
retention,sale,conversion,investment and managemen.t of my estate,real
and personal,as are granted to my Trustees under this Will,and in addition
the right to distribute my securities or other property in kind to my Trustees.
No bond shall be required of any fiduciary hereunder.
- 6 -
./
'.'...
•.~.-!'""",...........~--"-~."-,,,,,.,-_...,-'--
THIRTEENTH:I direct that all estate,inheritance and other taxes
in the nature thereof,together with any interest and penalties thereon,becoming
payable because of my death with re$pect to the property constituting my gross
estate for death tax purposes,whether or not such property passes under this
Will,shall be paid from the principal of my residuary estate passing under
Article ELEVENTH hereof;and no legatee or devisee or any person having a
beneficial interest in any such property,whether under this Will or any Codicil
thereto or otherwise,shall at any time be required to refund any part of such
taxes.In the absolute discretion of my Executors such taxes may be paid
immediately.or the payment of taxes on future or remainder interests may be
postponed until the time possession thereof accrues to the beneficiaries,in
which event such taxes shall be paid by the Trustees out of the principal of the
trust subject thereto.
-'IN WITNESS WHEREOF,I have hereunto set my hand and seal this
~:d(t4,I-J__day of ---I'-~~=J<!1---'1966.
(SEAL)
Signed,sealed,published and declared by EARLE R.FORREST,the
Testator above named.as and for his Will 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 hereto.
- 7 -
.'i
..~.",--.__.......iiiIiIioi ......;......;=--'-_---=:._----'''--.~,.~_::;..f....~,~.'-.~~:c..:,.-~~~=.:'.....,;...."__.~"'-"-'--
-,.~.',,",.,
·~.
CODICIL
I,EARLE R.FORREST,of the City of Washington,County of
Washington,Commonwealth of Pennsylvania,do make and declare
this to be the first codicil to my last will dated May 23,1966.
Item I:In addition to the provisions I have made in my said will
in favor of my granddaughter'l CARROLL BROWN,and my grandson,
ROBERT F.BROWN,I bequeath the sum of THREE HUNDRED (300.00)
--DOLLARS'to my granddau'ghter,CARROLL BROWN,and the sum of
THREE HUNDRED (300.00)DOLLARS to my grandson,ROBERT F.
BROWN.
Item II:I hereby revoke the bequest to my son-in.-law THOMAS P.
BROWN,JR.,of Five Hundred (500.'00)Dopars in Paragraph FOURTH
of my said will.
Item III:In all other respects,I hereby ratify,confirm and republlsh
my last will dated May 23,1966,together with this first codicil,as and
for my last will.
IN WITNESS WHEREOF,
/,-1 ,c.~';I ,J (-/,S<1?;day of /-c c l.r I
.;:/;--
I have hereunto set my hand and seal this
,1967 .
./
/~:L('~'-y-~')!~.Ii t I v f I .Ii 1-
Signed,published and declared on the date thereof by the above named
EARLE R.FORREST as and for the first codicil to his last will dated May
23,1966,in the presence of us,who,at his request,in his presence,and
in the presence of each other,have subscribed our names as witnesses
hereto.
U J
-r............---'----'-_••_.----------"-,..'"'~-'--.-.-~..-~,...._....._-_.~
-.".
"
l3:-1zrJ.nf
CODICIL
I,.EARLE R.FORREST,of the City of Washington,County of Washington,
Commonwealth of Pennsylvania,do make and declare this to be the second
codicil to my last will dated May 23,1966.
Item I:I hereby revoke Paragraph SECOND of my said wip dated May 23,
1966,and in lieu thereof provide as follow s:
SECOND:I give and bequeath to my daughter,MARGARET FORREST
BROWN,all my household goods,furniture,furnishings,automobiles,and
other tangible personal property except that tangible personal property herein-
after beqtleathed to the Museum of Northern Arizona at Flagstaff,Arizona,pro-
vided that she permit the household goods,furniture and furnishings to be used
by my sister,MRS.ALMA F.HILLER,under'the conditions set forth in.Para-
graph NINTH of my said will dated May 23,1966.
Item II:I give and bequeClt~the MUSEpM OF NORTHERN ARIZONA,,.
at Flagstaff,Arizona,my collections of reproductions of pictures by Remington
~...
and by Charlie M.Russe)(all of my books and libr'ary,my collection of photo-
graphic reproduct[~ns of pictures by Rinehart,all of my manuscripts,all of my
guns,all of my Indian relics,and all of my photographic negatives;and I direct
that all costs and charges in connection with the packing,the preparing for
transport,and the transporting of said items to the Museum of Northern Arizona
at Flagstaff,Arizona,be charged and paid as an expense of the administration of
my estate.
Item III:In all other respects I hereby ratify.confirm and republish my
last will dated May 23,1966,and my first codicil dated July 28.1967.together
with this second codicil,as and for my last will.
IN WITNESS WHEREOF.I have hereunto set my hand and seal this '3:'//1...11
day of CZf-e,;t{;;:;I-c.,..,1967.
Signed,published and declared on the date thereof by the above named
EARLE R.FORREST as and for the second codicil to his last will dated May
23,1966.in the presence of us.who.at his request.in his presence.and in
the presenc~1 of each_other.have SUbSCr\.~/d our names as wi~ne..sses hereto.
l'Ii (I ///'~~tJi _I/.\\._.!// /[I ti.~I (:i',"-(l,~.(4.~{,:.f _,-..,....r\...~C(~._~"'.....~-.../:''-''1,-,\,_j"_~~!..L-~~L---'~-'L...rl-/l-.______.
( I .I //..i //),.-it;<..-.,1/1 /',<I '._.....~,...._.J//'-t ·,-t _j.'.,-1-,~'""!\;-:v't,.."l_./".--.~_-..r _,_.t..(.
",
'.
\..
L3-1o 7-Jt 8---..
THIRD CODICIL
I,EARLE R.FORREST,of the City of Washington,County of
Washington,Commonwealth of Pennsylvania,do make and declare this
to be the third codicil to my last will dated May 23,1966.
Item I::..In the Second Codicil dated.October 26,1967 to my Will
dated May 23,1966,I named the MUSEUM OF NORTHERN ARIZONA,at
Flagstaff,Arizona,a legatee,and having since learned that the true
corporate name of the said intended legatee is NORTHERN ARIZONA SOCI,ETY
OF SCIENCE AND ART,INC.,therefore',wherever in my Second Codicil
dated October 26,1967 I have used the name MUSEUM OF NORTHERN
ARIZONA the said name is hereby amended to read·NORTHERN ARIZONA
SOCIETY OF SCIENCE AND ART,INC.
Item II:In all other respects I hereby ratify,confirm and republish
~y last will dated May 23,1966,and my first codicil dated July 28,1967,and
my second codicil dated October 26,1967,together with this third codicil,as
and for my last will.
IN WITNESS WHEREOF,I have hereunto set my hand and seal this
:<'~&1 day of ~,1967.
Signed,published and declared on the date thereof by the above named
EARLE R.FORREST a$and for the third codicil to his last will dated May 23,
1966,in the presence of us,who,at his request,in his presence,and in the
presence of each other,have subscribed our names as witnesses hereto.
c )\
L'c .(/
~.I
.-..,
--~
FOURTH CODICIL
I.EARLE R.FORREST,of the City of Washington.County of
Washingtol).,Commonwealth of Pennsylvania,do make and declare this
to be the fourth codicil to my last will dated May 23.1966.
Item I:I amend Paragraph FIFTH of my will dated May 23,1966.
so that the same shall now read as follows:
FIFTH:I give and bequeath to my friend.MISS RUTH L.
RUTHERFORD,the sum of EIGHT HUNDRED (800.00)DOLLARS.
Item II:I revoke Paragraph SIXTH of my will dated May 23,1966.
Item III:In all other respects I hereby ratify,confirm and republish
my last will dated May 23.1966.and my first codicil dated July 28,1967,
and my second codicil dated October 26,1967.and my third codicil dated
November 22.1967,together with this fourth codicil,as and for my last
will.
IN WITNESS.WHEREOF.I have hereunto set my hand and seal this
')LJ .f/-/)/.-,7//;//day of .///1(/J ,1968.
.///}.-
/'v
'J./.(:../
:!
'//---"
j/,.....</
Signed,published and declared on the date thereof by the above named
EARLE R.FORREST as and for the fourth codicil to his last will dated May
23,1966,in the prese~nce of us,who,at his request.in his presence.and
in the presence of each other.have subscribed our names as witnesses hereto.:).~)~,.I 'c-----.of I'. .',,_.~-cr--~~Lc.----
COUR.TOF COMMON PLEAS OF WASHINGTON
com..lTY,PENNSYLVANIA
ORPHANS'·.COURT DIvISION
NO.63-69-968
W~hington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}88.
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 officia!l.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 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:
.......~p.tab.e.r....ll.......1.8.......2;S..,...J.9..6.9.......
that the affiant or the corporation in behalf of whioh he is acting is not
interested in the subject matter of said notice or advertising and that all of the
,",.",ion,of ""'«~to th,tim,,?!2.md ct.",,,,,,,nf th,publbti,n
are true.//.Cvr.1td ;;;;;:...:~
.-----..---.L -=Editor
Sworn to and ~ribed before me}his ~
.....a"27.da:of :::~~.P.t~.m.~~.*-,19 J?9...
.......~<Z:.~:".
otary Public
KATHERINE C.YARD,H.tary ..
Washington,Washin,ton Co.,P..
•My C.mmlssl.n Ex'l....
Nllv.mb.r 1,1M.
Estate Notices
The Register of WiUs 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.
• • ••• • •• •••••••• •
FORREST.EARLE R.,Dec'd.
Late of Washington,WashingtonCounty,Penna.
Executor:Mellon National Bank &Trust Company,40 .South Main StWashington.Penna..,
Attorneys:Schmidt,Allison &Town-~end,Washington Trust Bldg.,Wash-mgton,Penna.
,T
~
IN THE COURT OF COMMON PLEAS OF WASHIN~N COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.63-69-968
Estate of EARLE R.FORREST,Deceased
Late of Washington,County,Pa.
FIRST AND FINAL ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY
EXECUTOR
Date of Death:August 25,1969
Letters Granted:September 2,1969
First Complete Advertisement of Grant of Letters:September 11,1969
Account Stated to:April 5,1974
SUMMARY AND INDEX
Pages
PRINCIPAL
Receipts 3 $282,532 31
Net Loss on Conversions 6 1.475 46
Sub-Total $281,056 85
Less Disbursements 11 89 033 77
Balance before Distributions $192,023 08
Distributions to Beneficiaries 12 63,563 21
Investments 12"'13
capital Changes 13-14
Principal Balance Remaining $128,459 87
INCOME
Receipts 17 $50,953 68
Less Disbursements 19 18,492 36
Balance before Distributions $32,461 32
Distributions to Beneficiaries 19 26.487 93
Income Balance Remaining 5.973 39
COMBINED BALANCE REMAINING $134,433 26
DVM:gsc
COMPOSITION OF NET BALANCE
PRINCIPAL
Real Estate
205 North Main Street,Washington,Pa.
Deed recorded in Washington County
Deed Book Volume 580,Page 257
153 Forrest Avenue,Washington,Pa.
Deed recorded in Washington County
Deed Book Volume 657,Page 295
Stocks
146 shares American Telephone 'and Telegraph
Company,Capital
62 shares Exxon Corporation,Capital
Miscellaneous
Household Goods
Account Receivable -Funds advanced to
Helen Meredith on property at 214 Burton Avenue,
Washington,Pa.,purchased under Article of
Agreement
Temporary Investments
$77,000.General Motors Acceptance Corporation
Demand Note
TCYrAL PRINCIPAL
INCOME
TOTAL INCOME
TCYrAL PRINCIPAL AND INCGIE
NOTE:Three parcels of Texas Real Estate as
described at memo on Inventory also
yet retained by Executor.
- 2 -
Carrying
Value
$36,600 00
100 00
7,706 06
4,495 97
1,192 50
461 97
77 ,000 00
903 37
$128,459 87
$5.973 39
$5,973 39
$134,433 26
3/6/74
6/2/70
1/6/71
5/7/71
3/19/73
7/9/73
,(
PRINCIPAL RECEIPTS
Inventory Filed
Pet copy of Inventory attached
Adjustments to Account Value
Sale Agreement-233 Burton Avenue,Washington,Pa.:
Decrease for credit allowed for payment prior to
death
Subsequent Receipts
Pecos County Tax Agency:
Cash representing 3%discount on taxes paid
Account Receivable -Due for funds advanced in
payment of taxes and insurance on 233 Burton
Avenue,Washington,Pa.
R.A.Paynter,Incorporated:
Refund premium liability insurance
Account Receivable -Due for funds advanced in
payment of taxes and insurance on 214 Burton
Avenue,Washington,Pa.
$42
42 00
192 00
290 34
$281,989 99
50 00
8/4/72 Reimbursement electric service charged against
property situate 205 North Main Street in error
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL CONVERSIONS INTO CASH
6 2 32
$282,532 31
10/8/69 100 shares Columbia Gas
C01IDJlon
Inventoried at
Proceeds
System,Incorporated,
$2,662.5C
2 .IiIi'i .'iC $107 00
$2,023.5C
1.932.3<;
10//0/69 76 shares Columbia Gas System,Incorporated,
C01IDJlon
Inventoried at
Proceeds
- 3 -
91 11
10/8/69 21 shares Northern Natural Gas Company,Common
Inventoried at $913.50
Proceeds 905.63 7 87
10/9/69
10/9/69
20 shares Bucyrus-Erie Company,Common
Inventoried at
Proceeds
100 shares Bucyrus-Erie Company,Common
Imrentoried at
Proceeds
$412.50
395.94
$2,062.50
2.005.07
16 56
57 43
10/9/69 4 shares Consolidated Natural Gas Company,Capital
Inventoried at $108.26
Proceeds 98.49 9 77
10/9/69 380 shares Lone Star Gas Company,Common
Inventoried at
Proceeds
$7,172.50
6.745.60 426 90
Texas Eastern Transmission Corporation,10/20/69 100 shares
Common
Inventoried at
Proceeds
$2,518.75
2.294•95 253 80
12/1/69
2/4/70
22 shares Mountain Fuel Supply Company,Capital
Inventoried at $662.75
Proceeds 644.5~
$3,000.Commercial Credit Company Demand Note
Proceeds $3,000.00
Carrying Value 3.000.00
18 19
2/28/70 13 shares Astron Industrial Associates,
Incorporated,Capital .
Imrentoried at
Proceeds
$5.23
1.13 4 10
3/2/70
3/10/70
3/12/70
$2,000.Commercial.Credit Company Demand Note
Proceeds $2,000.00
Carrying Value 2.000.00
$1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
~arrying Value 1.000.00
62 rights Standard Oil Company of New Jersey
IProceeds $22028
~arrying Value 22.28
I
5/6/70 $1,000.General Electric
Demand Note
Proceeds
Carrying Value
- 4 -
Credit Corporation
$1,000.00
1.000.00
5/7/70 146 rights American Telephone and Telegraph
Company
Proceeds
Carrying Value
$70.72
70.72
11/20/70
11/20/70
$1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
Carrying Value 1.000.00
$3,000.Commercial Credit Company Demand Note
Proceeds $3,000.00
Carrying Value 3.000.00
11/20/70 $6,000.General Electric
Demand Note
Proceeds
Carrying Value
Credit Corporation
$6,000.00
6.000.00
11/20/70 $9,000.General Motors
Demand Note
Proceeds
Carrying Value
Acceptance Corporation
$9,000.00
9.000.00
11/30/70 300 shares Allegheny Power
Common Stock
Inventoried at
Proceeds
System,Incorporated,
$6,262.50
5.913.25 349 25
Allegheny Power System,Incorporated,
12/2/70
1/8/71
$15,000.Wyoming Valley
5.125%Sewer Revenue
Inventoried at
Proceeds
200 shares
Common
Proceeds
Inventoried at
Sanitary Authority,Pa,
$11,812.50
11.025.84
$4,574.50
4.175.00 399 50
786 66
6/21/71
6/21/71
Payment in full of Account Receivable due for
funds advanced in payment of taxes and insurance
on 233 Burton Avenue,Washington,Pa,$861.69
Carrying Value 861.69
Payment in full of sale agreement 233 Burton
~venue,Washington,Pa.$804.73
Inventoried at 804.73
7/13/71 146 rights American Telephone
~ompany
IProceeds
~arrying Value
and Telegraph
$34 0 22
34.22
$20.00
11.50
8/15/72 2 shares George Washington Hotel Corporation,
Common
~nventoried at
'Proceeds
- 5 -
8 50
,-
4,753 12
$6,890 26
$1,475 46
165 30
4,850 00
$5,414 80
\
ty,Pal
$11,977.80
11,812.50
enue,
period
$642.89
642.89
2 North
$53,353.12
48 600LOO
h Main
$48,600.00
43.750.00
adon
·$5,000.00
5,000.00
ation
$3,000.00
3.000.00
ry Bills,
$83,906.90
83.906.90
ation
$1,000.00
1,000.00
funds
ce on
ng the
$320.00
320.00
ation
$1,000.00
1.0g0.00
ation
$9,000.00
9,00g.00
-.
TOTALS
et Loss Transferred to Summary
-6.-
$9,000.General Motors Acceptance Corpor
Demand Note
Proceeds
Carrying Value
$1,000.General Motors Acceptance Corpor
Demand Note
Proceeds
Carrying Value
Payments on Account Receivable due for
advanced in payment of taxes and insuran
214 Burton Avenue,Washington,Pa.,duri
period 11/13/72 to 11/8/73
Reduction in Carrying Value
$1,000.General Motors Acceptance Corpor
Demand Note
Proceeds
Carrying Value
Payment in full of sale agreem~t,dated
September 1960 on property 214 Burton Av
Washington,Pa.,by payments during the
1/7/70 to 10/6/72
Inventoried at
$15,000.Wyoming Valley Sanitary Authori
5.125%Sewer Revenue
Proceeds
Inventoried at
$3,000.General Motors Acceptance Corpor
Demand Note
Proceeds
Carrying Value
One-half interest in premises 66-72 Nort
Street,Washington,Pal
Cash
Inventoried at
$5,000.General Motors Acceptance Corpor
Demand Note
Proceeds
Carrying Value
$85,000.United States of America Treasu
dated 9/21/72 matured
Proceeds
Carrying Value
Three-quarters interest in premises 58-6
Main Street,Washington,Pal
Inventoried at
:Cash
1/8/74
1/5/73
4/3/74
12/7/72
10/4/72
3/22/73
10/6/72
11/8/73
12/7/72
7/19/73
12/20/72
9/18/69
9/18/69
9/26/69
9/30/69
10/2/69
10/2/69
10/2/69
10/2/69
10/2/69
10/2/69
10/2/69
10/2/69
10/3/69
10/6/69
10/6/69
10/6/69
10/9/69
10/22/69
10/28/69
11/3/69
11/17/69
PRINCIPAL DISBURSEMENTS
Florence H.Coup:Nursing services
Pittsburgh National Bank:
Lost key for Safe Deposit Box No.D-33
Piatt Funeral Home:Funeral expenses
Francis N.Arbuckle:Nursing services
Malcolm L.Morgan,County Treasurer:
1969 Washington County Personal Property Tax
J.Douglas Corwin,M.D.:Consultation
Dr.Nathan K.Grossman:Services
Dorothy B.Morrison:Nursing services
Betty G.Meha1ko:Nursing services
Malcolm L.Morgan,County Treasurer:
Penalty on 1969 Washington County Personal
Property Tax
Smiths Appliances:Charges
Westerners Publication Fund:Books
James O.Tarr:Services
Katharine Bartlett,Curator:
Northern Arizona Society of Science and Arts,
Incorporated:Transportation charges
The George Washington Hotel:
Room rent for Katharine Bartlett
W.R.Morris Detective Agency:Guard services
M.D.'s Associated:
Services of John Pirris,M.D.
The Washington Hospital:Hospital services
Evans Studio:
Framing Indian print,ash try and watch FOB
Frank F.Nicholas:Appraisal household goods
Harry R.Cook,City Treasurer:
1969 School Tax,153 Forrest Avenue
Penalty
- 7 -
$120 00
2 50
2,136 00
210 00
144 80
15 00
10 00
240 00
60 00
14 48
9 39
45 00
18 00
13 95
131 44
840 00
25 00
6 88
71 25
15 00
$26 46
1 2 27 78
11/17/69
11/17/69
11/17/69
12/2/69
12/11/69
12/12/69
12/22/69
1/5/70
1/21/70
1/26/70
1/29/70
1/29/70
3/12/70
3/18/70
3/31/70
4/10/70
4/16/70
4/16/70
4/17/70
4/22/70
M.W.Graham,M.D.:Services
John C.McGinnis,Jr.,M.D.:Services
Washington Manor:Final statement
Arch Waugh:Appraisal of guns
Maggie Patrick:Wages
S.Whites Sons:Grave marker
Bernard H.Berman,M.D.:Services
Alta M.Liggons:Wages
Annex Pharmacy:Drugs
McCreight,Marriner &McCreight:
Reimbursement second quarter quarterly return for
household employees tax
Interest
Penalty
Harry R.Cook,Collector:
2nd and 3rd Quarter City of Washington Wage Tax
Penalty
4th Quarter City of Washington Wage Tax
Internal Revenue Service:
Social Security Taxes
Quarter ending 9/30/69
Quarter ending 12/31/69
University of Oklahoma Press:
Thirty copies of book entitled 'With a Camera in
Old Navoho1and"
William F.Kelleher:Appraisal library
Mellon National Bank and Trust Company:
Reimbursement telephone calls and shipping charges
Karl C.Randall,II,M.D.:Services
Internal Revenue Service:
Interest on Form 942 Quarter ending 9/30/69
Penalty
Henry G.Hood &Sons:
Fire Insurance premiums on 233 Burton Avenue
Bekins Van Lines:
Packaging and shipping collection and plates,
and pistols to museum at Flagstaff,Arizona
University of Oklahoma Press:Charges
- 8 -
I
$39 93
17
2 00
$6 08
26
1 68
$21 50
16 13
$32
3 23
80 00
30 00
249 50
20 00
120 00
203 00
305 00
36 00
21 77
42 10
8 02
37 63
121 46
750 00
18 49
25 00
3 55
32 00
1,375 65
5 54
5/7/70
5/18/70
8/11/70
8/12/70
11/5/70
11/23/70
11/24/70
12/2/70
12/10/70
5/7/71
6/21/71
6/28/71
J.C.McCleery:Appraisal of various Real Estate
Ponder &Pearson,Attorneys'at Law:
Investigation as to assets in Sweetwater,Texas
Johnson &Dionne:
Legal services re Texas Real Estate
R.A.Paynter,Incorporated:
Public Liability Insurance Premiums:
58-62 North Main Street
66-72 North Main Street
Coumonwea1th of Pennsylvania,
~ureau of Vital Statistics:
Six death certificates
Internal Revenue Service:
In full of Federal Estate Tax per Return Form 706
filed
CODDI1onwealth of Pennsylvania:
On account of Pennsylvania Inheritance Tax
being 6%on $150,000.00
Johnson &Dionne:Legal services
Internal Revenue Service:
Income tax on income credited to Principal
year ending 9/30/70
R.A.Paynter,Incorporated:
Public Liability Insurance Premiums,233 Burton
Avenue
Transfer tax on Sale Agreement,233 Burton Avenue
J.Russell Birch:Appraisal stamp collection
$26 00
·71 00
1,100 00
25 00
195 00
97 00
6 00
26,428 24
9,000 00
40 00
61 95
14 00
64 00
30 00
10/12/71 Internal Revenue Service:
In full of Federal Estate Tax Deficiency per
Notice and Demand,dated 10/8/71
Interest
$113 78
507 118 85
11/8/71
10/26/72
William Baker:Cutting grass,153 Forrest Avenue
R.A.Paynter,Incorporated:
Public Liability Insurance Premiums
Acres in Pecos County,Texas
Lots Snell Park Add,Nolan County,Texas
153 Forest Avenue
214 Burton Avenue
205 North Main Street
- 9 -
$51 00
25 00
26 00
40 00
36 00
7 50
178 00
I.
12/19/72
2/14/73
3/16/73
4/5/73
4/11/73
7/6/73
10/17/73
12/18/73
12/19/73
2/22/74
1ma F.Hiller:
2/28/70 Settlement of Life Estate interest in
monies held by Earle R~Forrest
($30,000.Bonds)
Accrued interest to 8/25/69
10/6/70 Settlement of Life interest in
233 Burton Avenue and 153 Forrest Avenue
12/19/72 Compromise settlement of Life interest
in Realty parcels
1colm L.Morgan,County Treasurer:
ashington County Real Estate Taxes for years
1970 through 1973:
153 Forrest Avenue
214 Burton Avenue
arry R.Cook,City Treasurer:
ity Real Estate Taxes for years 1970 through
1973 on 214 Burton Avenue
arry R.Cook,City Treasurer:
ity Real Estate Taxes for·years 1970 through 1973
on 153 Forrest Avenue
enry G.Hood &Sons:
ire Insurance Premiums 214 Burton Avenue
arry R.Cook,City Treasurer:
School Real Estate Taxes for years 1969 through
1973 on 214 Burton Avenue
ecos County Tax Agency:
State,County,.and Fort Stockton,Ind.
School District Taxes,acreage in Pecos County,
exas for years 1969 through 1973
nterna1 Revenue Service:
ax on profits year ending 9/30/73
ennsy1vania Department of Revenue:
ax on profits year ending 9/30/73
ccount claims credit for following securities
etermind to be worthless:
3 shares Sidway-Top1iff Company,Preferred
33 shares Sidway-Topliff Company,Common
.50 fractional share Foremost Dairies,
Incorporated,Common Stock,Scrip certificate·
.20 fractional share Foremost Finance and
Equipment Company,Common Stock,Scrip
certificate
enera1 Trust Fund of Mortgage or Mortgage Fool of
rust Department of First Bank and Trust Company,
aahington,Pa.
-10 -
$1,603 48
52 84
60 00
4.848 30
$5 12
24 64
$000 00
000 00
000 00
000 00
000 00
6,564 62
.29 76
99 96
23 52
82 00
92 26
78 26
608 02
113 53
000 00
3/20/74 Harry R.Cook,City Treasurer:
School Real Estate Taxes for years 1969 through
1974,153 Forrest Avenue 25 11
3/20/74 Expenses Real Estate situate 205 North Main
Street,Washington,Pa.:
12/23/70 John Nicole11a:Razing garage $300 00
7/6/72 C.W.Phillips &Sons:Repairs 171 98
8/28/72 Tom F.Miller:Tree removals 375 00
3/10/73 McVehi1 Plumbing,Heating &Supply,
Incorporated:Various repairs 865 28
3/26/73 Willard H.Bryant:Fire insurance
premiums 472 00
7/11/73 Harry R.Cook,City treasurer:
School'Real Estate Taxes for years
1969 through 1973 1,049 I··39
7/17/73 Malcolm L.Morgan,County Treasurer:
County Real Estate Taxes for years
1970 through 1973 278 40
1/9/74 Western Pennsylvania Water Company,
Formerly Citizens Water Company;
Service paid 7/9/71 to 1/9/74 77 35
2/8/74 Washington-East Washington Joint
Authority:
Sewer service paid 11/5/69 to 2/8/74 72 16
2/25/74 Lloyd Yaeg1e:Replacing shingles 5 00
3/4/74 Columbia Gas of Pennsylvania,
Incorporated:
Gas service paid 12/1/69 to 3/4/74 2,388 58
3/7/74 West Penn Power Company:
.Electric service paid 10/2/69 to 3/7/74 477 90
3/14/74 Bell Telephone Company:
Telephone service paid 9/30/69 to
3/14/74 603 87
3/29/74 Harry R.Cook,City Treasurer:
City Real Estate Taxes for years
1970 through 1974 1 278 90 8,415 81
3/13/74 Register of Wills,Washington County,Pa.:
Court costs 116 00
4/5/74 Schuddt &Allison:
Costs advanced $68 20
Attorneys'fee 13.750 00 13,818 20
4/5/74 Mellon Bank N.A.:Compensation as Executor 13 0
TOTAL PRINCIPAL DISBURSEMENTS $89,033 77
-11 -
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
2/6/70 Ruth L.Rutherford:Cash bequest $800 00
2/6/70 Robert F.Brow:Cash bequest 300 00
2/6/70 Carroll Brown:Cash bequest 300 00
2/6/70 Maggie Patrick:Cash bequest 200 00 .
2/6/70 Phyllis Bingham Scriven:Cash bequest 500 00
2/9/70 Washington County Historical Society:
Cash bequest 1,000 00
59,219 05
9/16/70
7/7/71
Northern Arizona Society of Science and Art,
Incorporated:
4/16/70 Guns
4/16/70 Collection of Books
4/16/70 Historical and Indian artifacts
4/16/70 4"x 5"Glass Plate ne-a8tives
4/16/70 3 1/4"x4 1/2"Glass Plate negatives
9/16/70 Art prints and other prints
Margaret Forrest Brown:
1/13/70 Jewelry
2/6/70 Cash
3/4/70 Cash book royalty
7/7/71 Stamp collection
$1,420 00
18,482 05
11,383 50
3,296 00
22,098 00
2 'l~9 50
$100 00
500 00
213 52
430 64 1 2 16
10/8/69
10/10/69
10/13/69
TOTAL PRINCIPAL DISTRIBUTIONS
PRINCIPAL INVESTMENTS
$8,000.Commercial Credit Company Demand Note
at 100.
$7,000.General Electric Credit Corporation
Demand Note at 100.
$9,000.General Motors Acceptance Corporation
Demand Note at 100.
-12 -
$63,563 21
$8,000 00
7,000 00
9,000 00
10/30/69
7/27/70
3/15/72
10/6/72
12/21/72
3/30/73
$1,000.CIT Financial Corporation Demand Note
at 100.
$1,000.CIT Financial Corporation Demand Note
at 100.
$1,000.General Motors Acceptance Corporation
Demand Note at 100.
$11,000.General Motors Acceptance Corporation
Demand Note at 100.
$85,000.United States of America Treasury Bills,
dated 9/21/72 due 3/22/73 at 98.714
$84,000.General Motors Acceptance Corporation
Demand Note at 100.
PRINCIPAL CAPItAL CHANGES
1,000 00
1,000 00
1,000 00
11,000 00
83,906 90
84,000 00
merican Tele hone and Tele
Carrying
value
5/7/70
7/13/71
3/12/70
11/21/72
146 shares Inventoried at
146 rights Sold
146 shares
146 rights Sold
shares
shares Inventoried at
62 rights Sold
shares
Ca ital
received in exchange for 62 shares
Standard Oil Company,New Jersey
-13 -
rrying
a1ue
$9,000 00
9 000 00
$000 00
1,000 00
11 000 00
$12,000 00
5 000 00
$7,000 00
3,000 00
$4,000 00
"84,000 00
$88,000 00
1"000 00
$87,000 00
1,000 00
$86,000 00
9 ,000 00
$77 000 00
Ca
V
'"
iGeneral Motors Accentance Cornoration Demand Note
10/13/69 $9,000.Invested
11/20/70 9.000.Sold
$000.
3/15/72 1,000.Invested
10/6/72 11,000.Invested
$12,000.
12/20/72 5,000.Sold
$7,000.
1/5/73 3,000.Sold
$4,000.
3/30/73 84,000.Invested
$88,000.
7/19/73 1,000.Sold
$87,000.
1/8/74 1,000.Sold
$86,000.
4/3/74 9,000.Sold
$77,000.
.
-14 -
I
INCOME RECEIPTS
Allegheny Power System,Incorporated,Common
500 shares 9/30/69 to 9/30/70 -
200 shares paid 12/28/70
American Telephone and Telegraph Company,Capital
146 shares 10/1/69 to 4/1/74
Exxon Corporation,Capital
62 shares 12/11/72 to 3/11/74
Mountain Fuel Supply Company,Capital
22 shares paid 12/8/69
Northern Natural Gas Company,Common
21 shares paid 9/20/69
Standard Oil Company,New Jersey,Capital
62 shares 12/10/69 to 9/11/72
United States of America Treasury Bills,
dated 9/21/72
$85,000.Increment to 3/22/73
Wyoming Valley Sanitary Authority,Pa.,5.125%
$30,000.8/25/69 to 7/1/70
15,000.7/1/70 to 12/2/70
15,000.7/1/70 to 10/4/72
i
CIT Financial Corporation Demand Note
Interest collected during the period
10/30/69 through 11/19/70
Commercial Credit Company Demand Note
Interest collected durirtg the period
10/8/69 through 11/19/70
General Electric Credit Corporation Demand Note
Interest collected during the period
10/10/69 through 11/19/70
-15 -
$820 00
66 00
$1,306 87
322 45
1.736 .11
$886 00
1,779 74
39060
9 90
13 65
70990
1,093 10
3,365 43
52 12
413 71
570 11
General Motors Acceptance Corporation-Demand Note
Interest collected during the period
10/13/69 through·4/3/74
Earle R.Forrest,Margaret F.Brown Building
Account
Distribution due 9/30/69
Royalty due decedent from sale of his book,
"Arizona Dark and Bloody Ground"
Earned to 3/4/70
First Federal Savings and Loan Association,
Washington,Pa.,Savings Account No.11620
Interest to 9/30/69
First Federal Savings and Loan Association,
Washington,Pa.,Savings Account No.11793
Interest to 9/30/69
Article of Agreement dated September 1960 to
Helen Meredith on property at 214 Burton Avenue,
Washington,Pa.
Interest from 10/13/69 to 11/13/72
Sale Agreement dated June 1968 to James Williams
on property at 233 Burton Avenue,Washington,Pa.
Interest from January 1970 to June 1971
Real Estate situate 58-62 North Main Street
Washington,Pa.
Rents collected 9/1/69 to 12/28/72
Real Estate situate 66-72 North Main Street,
Washington,Pa.
Rents collected 9/1/69 to 12/28172
Mobil Oil Corporation,Rent on 160 acres Pecos
County,Texas and bonus outlined in depository
designation
Purchaser's pro-rata share 1972 real estate taxes
on property situate 58-62 North Main Street,
Washington,Pa.so1d 12/1/72
-16 -
8,444 34
314 01
87 93
118 75
22 87·
81 99
57 04
15,293 12
15,875 98
746 70
176 41
12/28/72
12/28/72
Purchaser's pro-rata share 1972 real estate taxes
on property situate 66-72 North Main Street,
Washington,Pa.sold 12/1/72
Refund unearned premiums on various insurance
policies
Reimbursement two outdoor lights located at
property situate 58 North Main Street
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
Washington Parking Authority:
December rent paid by Donald C.Hopkins
Security deposit of Fremont H.Ward and
Jerry Ward
Expenses real estate situate 58-62 North Main
Street,Washington,Pa.:
5/15/70 Louis Berman:Commission
5/15/70 Purchase of record-keeping journal
7/13/70 Bernard Frabe11:Repairs
1/6/71 William B.Mawhinney:Awning repairs
7/21/71 C.W.Phillips and Sons:Repairs
7/21/71 John Nico1e11a:Repairs
12/30/71 McVehil Plumbing,Heating and Supply
Company,Incorporated:Repairs
12/30/71 Tom Bogochenko:Hauling stone
7/10/72 Washington Paint and Glass Company:
Repairs
-17 -
$25 55
127 78
$12 14
1 99
79 85
8 12
182 55
31 95
288 13
35 84
94 08
198 66
243 22
8 40
$50,953 68l
$153 33
12/28/72
7/10/72 Malcolm L.Morgan,County Treasurer:
County Real Estate Taxes for years
1970 through 1972
7/10/72 D.Hopkins:Repairs
10/26/72 Harry R.Cook,City Treasurer:
City and School Real Estate Taxes
for years 1970 through 1972
10/26/72 Henry G.Hood and Sons:
Fire Insurance Premiums
12/28/72 R.A.Paynter,Incorporated:
Public Liability Insurance Premiums
12/28/72 West Penn Power Company:
Outdoor lighting
Expenses Real Estate situate 66-72 Main Street,
Washington,Pa.:
5/15/70 Purchase of record-keeping journal
7/21/71 John Nico1ella:Repairs
10/4/71 C.W.Phillips and Sons:Repairs
4/13/72 C.H.Jones and Sons:Repairs
7/10/72 Malcolm L.Morgan,County Treasurer:
County Real Estate Taxes for years
1970 through 1972
10/26/72 Harry R.Cook,City Treasurer:
City and School Real .Estate Taxes
for years 1970 through 1972
899 33
6 15
4,390 03
631 83
102 85
69 99
$1 21
223 61
59 08
14 69·
837 88
4,796 15
6,834 83
12/28/72 R;A.Paynter,Incorporated:
Public Liability Insurance Premiums 154 77
12/18/73
12/19/73
12/28/72 Henry G.Hood and Sons:
Fire Insurance Premiums
Internal Revenue Service:
Income Tax for years ending
9/30/70 and 9/30/73
Pennsylvania Department of Revenue:
Income Tax for years ending
9/30/71,9/30/72 and 9/30/73
-18 -
1,185 80 7,273 19
623 95
53 97
3/31/73
4/5/74 .
4/5/74
3/4/70
1/16/70
5/18/70
8/18/70
11/17/70
2/17/71
5/18/71
8/18/71
11/22/71
2/18/72
5/19/72
8/18/72
9/18/72
11/17/72
2/20/73
5/18/73
8/17/73
10/29/73
11/19/73
2/19/74
Treasurer,County of Washington,Pa.
Personal Property Taxes years 1970 through 1974
Mellon Bank N.A.:
Compensation on rents collected during the period
5/15/70 to 12/28/72
Mellon Bank N.A.:Compensation as Executor
TOTAL INCOME DISBURSEMENTS
INCOME DISTRIBUTIONS TO BENEFICIARIES
Margaret F.Brown:
Cash-book royalty subsequent to date of death
Mellon Bank N.A.,Successor by merger to Mellon
National Bank and Trust Company,Trustee under
Will and Codicils of Earle R.Forrest,Deceased
for Margaret Forrest Brown:
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
-19 -
$1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,000 00
1,200 00
1,200 00
1,200 00
1,200 00
5,000 00
1,200 00
1,200 00
558 00
2,074 53
920 56
$18,492 36
$87 93
26.400 00
$26,487 93
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON )
SS
ARLIE W.OTT,Trust Officer of the
MELLON BANK N.A.,Successor by merger to MELLON NATIONAL BANK AND TRUST
COMPANY,the above named Accountant,being duly sworn according to law,
deposes and says that more than six months have elapsed from the date of
the grant of letters and from the date of the first complete advertisement
of grant of letters testamentary,that the disbursements shown in the
account have been made to the parties entitled thereto;and that the account
as stated is true and correct as he verily believes.
TrUSt Officer
Sworn to and subscribed
before me this~day
Of~A.D.1974
Notary Pub lic
,ANE B.MILLER,Notary Publle .
ashington.Washington Co..P,-.'._."
y Commission E:<pires September 26.19 REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the
Court in accordance with the Petition for Distribution to be offered in
evidence at the audit of this account.
Mellon Bank N.A.,Successor by merger to
Mellon National Bank and Trust Company
"Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
..
I EXECUTOR'S NOTICE 'nEstateofEARLER.FORRESTJi
deceased late,of Washington,Wash~ington County,Pennsylvania..!'Letters Testamentary upon tht\!,above estate :havingbeen grante4
'to the undersigned,;notice is hereby'given to those indebted thereto t~make immediate payment and tr'those h,aving claims or demands t'present them for settlement.
Mellon National Bank &Trust Co.
I Executor I140SouthMainStreet. ',Washington,Pennsylvania 15301
ISchmidt,Allison &Townsend .,Attorneys .,.
Washington Trust Building'Washington.Pennsylvania 15301t69214·Thurs.·3t
Sworn to and
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
Ri chard S.Cowan . .and State,,who bemg duly s,worn
according t.o law,deposes and says that he is the S.e.c.r.e..t.a.r.y ..
of the Obs·erver Publishing Company,a Pennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Observer-Reporter,suceessor to The Washington Observer,established
Septembe,r 18,1871,and The Washingt.on Reporter,established August 15,
1808,a daily newspaper of general circulation,printed and publis,hed and
having its place of business at Washington,Washington County,Pennsyl·
vania,where it or its predecessors have been established and published
continuousIy for more than six months prior to the publication of the notice
hereto attached;tllat the printed notice or advertisement hereto attached
is a copy of an official advertisement,official notice,legal notice or legal
advertisement,exactly as printed or published in the Ob£'erver-Reporter in
its regular editions on the following date or dates;..
.........................S.e.p.t.embe.r .l.1..,l.&~p..4.~~.,~.9.(>.9...
that neithe'r th!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the all-ega-
tions of this affidavit as to the time,placl'\and character~Ofpublication
are tme.I'.)i Y (/4~;4.~.'.,<tc(,L-t/..,_Lt--v:--C;~.
sUbSCr~)~ore me this...2S...day Of..s.~t~!'1~e.~19691'1I~~E:?;:;;~;6~V
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIHES MAY 6,1972
~~t tqr Qtnurt nf.Qtnututntt 'Irun nf Ifu,aqiugtnu Qtnuuty
@rpquu,a~<1tnurt iiut,ainu
In the matter of the Audit of Account in
j
EARLE R.FORRESTEstateof'-I
Deceased
TO THE AUDITING JUDGE:
63-69-968No._
our the AccountantEnter_-'appearance for _
£1~ON u~
2 d ",of Ma~,19~
N.B.-Counsel shtall,by separwte paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objeotions
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate condse state-
ment in that regard.
~
No.63-69-968
In re Audit of Account in EstaJte of
EARLE R.FORREST
AUDITI
itrarripr fnr !\pprarartrr
FOR
Accountant
SCHMIDT &ALLISON
Attorney
~2 ,..
~.'
~PETITION SU R AU OIT .
IN THE ORP~ANS'COURT OF WASHINGTON COUNTY
p -...-Testate Form J
.."
EARLE R ~FORRESTEstateof -.--.-.-.----..-_N 63-69-9680 __.
.......__.!,__•__•__•••••••-----_•••--•••-.----••••----_••----_•••••••••••••Fiduciary _~~.~~.~~..~c::~.~~.:!!:.~.!.
Executor
Deceased
Date of .Date of
Decedent's death.;..~.':l:g~.~.~..??.:t::.~:9.9:9.:"):'.~:~::.~::Grant of Letters ~.~.p.~.~.!!.l:1?~E..~.t.}.9.9.9..
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 ~~g.~.
Election to take Not Applicable
Under or Against will.(cross out one)
Date Election Place of;
Filed _.._..................Record ,,_ _,
Name of surviving spouse ~~~.:___:,_ _____.
List issue,where material:
._..t..,~~~.""'J 'r
Margaret F.Brown,Daughter
Did decedent marry after execution of will?(jndicate)~.No.Any children born after execution of will?(indicate)
.'·-:nrr.n-"rJ .G"'t.~-\1\'.'._-..--or~~'No~If answer yes,name them _ _.._._..__..__._.
)...-_.._-_.._-._.~--_.__.--.._.._ ___-----_--.._-.---.---_.-_-.---_-----------.
Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris
r')-
Revoked:
Daughter
.....-')
1.Cash bequest of $500~00 ...;Article Fourth
..{',.....1'".-:,-.-'r·;~)_.....2..~;·frang~l;>~e p~r_sonaL property except that be-
queathed to Northern Arizona Society of Scier.re
and Art,Inc.and provided she permit items at
205:N .MainSt:"~FWash~,.Pa.to'be used by
Alrna,F.Hiller ,for lifetime-.'-..I
~,')3 .A1Jo i~come beneficlar~yrofresiduary trust.I
S.i:ste-,r."'.'rtf )T --.1.U s.e of.-HH Go~ds_T~t;l~furnishings.at 205 N.'•
Main St.,Wash.,Pa.for life as well as use of
real estate (same location)for life
2.Entitlement to payment of funeral expenses
not to exceed $1,200.00 from residuary trust:
Cash bequest of $800~00 -Fourth Codicil'
Cash bequest of $300.'00 -Item I,First Codicil II
Cash bequest of 1300.'00 -Item I,First Codicil
Cash bequest of 200:00 -Article Tenth
Cash bequest of 500.00 -Article Eighth '
Cash bequest of $1,000.'00 -Article Seventh
iC}~¥JpJEEf~6JJ>~~~XOhaJl(;o~?di1219:05 -
Residue
Lapsed:Abated:Give Cause:
,)
Ruth L.Rutherford None
Robert F.'Brown Grandson
Carroll Brown GranddaughterMagg~e P~trick (EmI?loyee)None
Phylhs BIngham ScrlVen None
Washington Co.Historical Soc.None
NS o.rthern Ari,.zonaiSociety of NClenceandArt,nc.one
Mellon Bank,N .A..,Trustee None
List,if exceptions to above:Adeemed:
Margaret F.Brown
NONE
If partial intestacy,give facts:
NONE
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:~~g.~.
at;ld M~y 13,1974
File copy of Notice .6 Ifi!d h .th..Co ies of letters dated April 10,1974,and Apnl 1 ,1974,e ereWIgnddateofmOlllngP.""...•.....•.•.•...•...~'""j.•••••.••••••.••.•.•••••••••••.••.•••.•••••,
.,
Copy of Return and Closing letter
Is estate subject to the fi~ing of a Federa'l Estate Tax Return?..X".~.~.tiJ~A.E:~;t;~.~~~~.(n -~....,........_-,...~~}..-T--.."'T
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..?.~.~.~~.:.~~~..
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Maroaret Forrest Born -Born February 4,1915........___J:).__.._____•••••w ••__ __••__•••••••••••••••••••__•••••••_._•••w_--._-•••
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 adm}tted to be correct;and whether the claim is denied.
None
>
~"""n F\J'J oj ...~
T •f)....T''''...-")"_.....-~r-.r,-;-'l~J'
~T
~~.:"
-.,
"l.-''"').~
(r,~i ~
').
")
...,-..'
"
.,",.~-,
T>
.')
.}-~.
·-r
-T'"~
\)l ....)~,....i
..---'"l
Give reference to such parts of the will as require interpretation by-the Court;·-o reference·t-o·all questions re-T
qui ring adjudication,and a statement of any other facts deemed .necessary (for the pr.eparatio~o(the.adjudication:
T')n-----'\
.Execut-or had intended to pay all Pennsylvania tax to include r~mainJder interlests of.
re siduary trust,but no Election under Section .713 of Act was filed.lfentire liability .
cannot now be paid presently,payments by Executor exceed ta,-x.app"licable to outright
bequests and life estates and excess should be'allowed as.available toward payment.
of remainder interest tax when settled by Tru·stee·..>....~.
)-;-~....--.:
Margaret Forrest Brown renounced as Co-Executor.and Co-Trr\lstee.i\ugust 29,"1969 •....
_.........-..~..rJI ....r
~.-
Balance for distribution per account,
Itemize any additional debits not shown by account:
Pe'r Schedule thr€>ugh 5/3/74 filed herewith
'-,I·'
Total additional debits (Add)
Itemize any additioRal credits not shown by account:
',J
$.lJ.1,.1.~}.:.~.9 .
$1Xt 7J..
•"~•<f.")T .....
Pe'r Schedule~throtigh5/3/74 filed herewith
Total additional credits (Subtract)
Balance for distribution
-..,T-$._.~.!.~.•..?~.
$..~.~.:J:!..??!.:.?~.
If balance for distrib~ti~~is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Per Enclosed Schedule
•-'"T - T
'"
,,~
",.
t
......
;-.."~\..:ft't'?•7 '
-,
If Family Exemption claimed by Petition,give place of Rec~rd:~RL~·P.RJ..~~~.~~.~.
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:
Per Enclosed Schedule s
Principal
Income to Trustees
Income to Margaret F.Brown
$63,563.21 *
26,400.00
87.93>:~
;.
*Receipts for same filed herewith.
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:
Executor has adVanced payment in full of all Specific Bequests except household
goods and furnishings at 205 North Main Street,Washington,Pennsylvania,as
evidenced by Receipts filed herewith,and suggests award of the remaining
balances as follows:
Household goods and furnishings at 205 North Main Street,Washington,Pa.,
at appraisal.value of $1,192.50 to be awarded to Alma F.Hiller,sister,for
life with remainder to Margaret Forrest Brown,daughter,per Paragraph
-Ninth of Will and Item I of Second Codicil.
IResiduetoMellonBank,N .A.,Trustee,under terms of Will,to include Real
Estate,stocks and account receivable due from Helen Meredith,such items in kind
at values as shown per balances,temporary investments and principal cash and
to further include income cash of $6,389.23 as shown per enclosed schedule.
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~?:t:~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of J~.~knowledge and belief.
Sworn................................................to and subscribed before
me this.!¥i¢.4 day of M~y.191.1 .
t..."~76:.'.•'.,.\ \~I h'..'--~.4/A,,S~gnat~~e OT vff~er....~......J:Z~.~.
Title ~f Offit:er NQtax.y:.:P.l1.P.U~.~ffic;cexPi~re.s.#~~"./.fZZ ...
~....,"UANE B.Mll..lI:ft f.Jofary ISul)lfi\..
Washington,Washington Co"Pi.'-~Y Commission E::pires September H.ffI1
And your petitioner will ever pray,etc.
Mellon Bank,N.A.
....I!x.:~~.aJ ..IJt=.
Trust Officer
.......................................-,'!'.
0;'
"
~~.~-,-".
I,J .~
_",1 ('-
\-.,.".''"
\''o..,
~\-:~
(...'..
"-':s;
\1'' •,-"~
"\;.'.:'1'
r.i'.....':\{~~.!.?~'----v_::-'"'"~1~
-----,.,...-"\\"'.
.,'\'/(1/
.'\I),.'
()
)RUSSE L I l{;.I(IN0
f;EGIS'11 f',~WiL.LS
W.4 SHIN'·'..''j C\)..PPi .
r"I'..',,-I "4 I lIt..•.t.."l~~
'7it DEC 5 Pr!4 22
.
:-<r,
~...
'i
r",o
-<
.J
)
':Jn....,
~..
)
Estate of ~.AgJ='.~g EQB-,B~§.T.."."I'':'",6 ;.:),)'~'~""l ~
,".0 -;."'1 ).1J(J ;.J"'~.........);f.(4.....-,
••••:~--:~•••••':Oo __........)
o ~.~J J C .~Debeased1__.........
.!...:--.I
•_,-,~_.-:'J B
Fiduciary.....M"EI:.LQN..BANK,..N..1A•.._....:1
•-\.,.1....'-'~,.~::::) )I,:.."3 I
~•I
Executo)..'-<":!.J :;:)
.._-----~-..- --_ -__·"i-- - - _ .
No ~~.:.?~::.9.~§_ .
C;'•
PETIT~PN SUR AUI?ITJ :;
FROM WHE~E j)ECEDENT L~FT i..:WILL )
1:,,--,
J
)
.)
-I --I
..
..,
.~..::.'...).
COl,lnsel of Fiduciary will submit h~reWith the
foll:owing,incoJ~form ity with..;Court Rul~s
adopted effeciive'D~cember;3,1951!being
rule No.9:pa tag raph b-c;and divisions
thereof:shown~ol}pages 23-24...:" '
1.Written p+a~tipes of all,Counsel in the
case.~
2.Copy of drd~r appointirjg~Guardian ad
litem,if pertinent.....
.-.)-i3.Copy of.Order appointing T'rustee ad
litem,if pertinent..
4.Proof of service:of above.
5.Letters Testa'mentary or'Administratign
C.T.A.or ar,l attest cop,y of Will.
6.Copy of invebtory and approisement.
7.Proof of adve~tisementof gr,arit of letters .~
if not filed withcoccount..',
8.Certificate,ot liens in ~ase any of tKe
funds for distribution a~e from judicial
sale of real estate.).)
9.Signed aod Jite'mized e1ections if any
distribution in kind.,
10.Copy of Federal Estate TaXJ return if es-
tate is subject thereto."'
Jonathan Allison
Schmidt and Allison
Attorney
~2
.J
)
.J
-<
."J-,o
.!
.)
.j
J
"
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
necessary papers.There are no complications.We have
received the charitable exemption approval,and I thin~
I •!._i ,
'.'"
No.63-69-968
)
)
)
)-
)
j
)
The estate of Earle.R.Forrest.Mr.
""..••'f1'o:;lV'~.~.'
'.'•'i .~1 lit.
THE HONORABLE PAUL A.SIMMONS,Judge
of the said Court.
Would you announce the estate of Earle
HEARING-ON AUDIT
If the Court please,I have all the
SCHMIDT &ALLISON,,:ESQS.,of Washington,
Pa.,,'repr,esenting th'e'"Accountant....'~'",,",'
I •~.+IIr ...j fl'~t
'i "'..I ;,t.l,_•.1.,',.'..-~,/'~.f t'-""'"'~tf<_,
Wedne~day,May 22,1974,at 10:00 o'clo~k
A.M•
of \
,~'J."I,...I..\..
Allison.
that covers.it.
EARLE R.FORREST,
ESTATE OF
IN RE:
BEFORE:
THE COURT:
MR.ALLISON:
Deceased.
THE COURT:
TIME:
APPEARANCES :'
~z0(>oJ>-III
ZZ1&1a.
i0I-elZ
XIII
0(
~
.:uitI-IIIa
oJ0(
U
C:J.,
:c...,...
(II
iiill:1&1
l-ll:0
f,a.111ll:
l-ll::J0U
oJ0(
u
ii:ll.0
.~.
)
I !
R.Forrest?
MR.ZERMANI:
(Court Crier)
Your Honor,I received no response.
THE ·COURT:Is there anybody ln the Courtroom other.
than Mr.Alliso'n inter,ested in the es:t:~q:e)of Earl R.
Forrest?
(NO RESPONSE)
2
THE COURT:Hearing no response,the audit of '
~z.~..I,
>-III
Z
ZIIIDo
io'I-elZ
:x:III0(:=
this estate is ordered erosed.
(AUDIT CLOSED )
:,,,
,'7/~\,/.
~
..:oa:I-III
Ci -t'I hereby certify that the proceedings and evidence are
Ci ,
~.'",'.;.
:I:contained fully and accurately in,the'notes taken by me on the ,hearing of:::.""~...
(II • ,
'1Ii the above cause,and'that this copy is a correct transcript of the same.
ll:'.••
IIIl-ll:'011.III'll:'
l-ll:
:JoU
..I
0(
u
ii:
ll.o
The foregoing record of the proceedIngs Up?~the
~.~
hearing of the above cause is her-eby approved and directed to,be filed.
,'..
By the Court,
·r
"
.....'>
f .'.\•..'h iii
J.
Q!nurt nf Q!nmmnu 'l~u.a nf lIu.a4iugtnu
'~uusylnuuiu (@rp4nus·Q!nurt liutslnu
Q!numy.
J
ESTATE OF'
Earle R.Forrest,I
Deceased
63-69-968No._
In the matterofthe First and Final
Accountof Mellon Bank N.A.,Exr.
ADJUDIC~IeNAND DECREE
An now December .:3 --,19---..1.l!,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
$134.557.28 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 e.F DISTRIBUTION
Balance per account ----I
Additional Debits -Audit
Additional Credits -Audit
$437.3
313.1
$134,433.26
138,870.99
Balance'1
Deduct Clerk's Costs &Receipts,_-&-A-d-v-e-r-t-i-s-in-g::...--------1
Attorney~__'S=-c::;:h=m=:i=-=d=-:t=--=a:.::n:.=d_'A=ll::ci=..:s::..:o:.:n::..._~I
Register of Wills -Certification of Real Estate
Recorder of Deeds -Recording Certification of Real Estate
A1~a F.Hiller,Household goods and furnishings in kind
for life at appraised value,remainder to Margaret
Forrest Brown at appraised value
$134,557 ;28
109.(0 ~~./f..
-bt-'II?._"~---"--~~4.(0',134,444.28 "':n
Mellon Bank,N.A.,Trustee under the Will of Earle R.
Forrest,residue including real estate in kind as
certified herein,accounts receivable,cash and the
following stock in kind at appraised value:
146 shs.American Telegraph and Co.,Capital
62 shs.Exxon Corporation,Capital 133,242'-.8 NO BALANCE
.'
("'-l U)<::(Cj ••_1 0--:z.,
-_•..1.::r-L...~,.......C)
t _.~'.~-C:1::::..,....
0-.1.Zr'..........,.
N "''':''*:t~'t"__,
t.r:
~.!_i ....._1 r---;,?;en U)-':1~:\,.
(...J cD ::r::
.7 \""W-J.,:::;).(.9 (f)~:".:-c:::;l u.J 4w:::
-'..:::r (~3~-
1 ..........-...
,.
,
0 »z-..:J;m 0 9o·.,..
l/l 0 :r-+l::.Cl)0-+:J 3Cl)-+
0;~,0-+-..-+Cl)...
0-..
-+:rCl)
,\
'(R (.
"
....
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF DEEDS
OF vVASHINGTON COUNTY.PENNSYLVANIA,BY THE CLERK OF
THE ORPHANS'COURT DIVISION
Earle R.Forrest,Devisor,to Mellon Bank N.A.,Trustee under the
Will of Earle R.Forrest,Deceased,all the right,title and interest of
the Devisor in and to:
ITEM A:
All those three pieces of land or lots of ground situate in the Second
\Vard of the.City of Washington,Washington County,Pennsylvania,which
are designated and described as follows,the second and third of said pieces
of land described below being hereby conveyed subject to certain rights of
other persons as hereinafter mentioned,to wit:
FIRST:ALL that piece of land or lot of ground situate in said Second
Ward of said City that lies West of North Main Street and North of West
Walnut Street and is bounded as follows:
BEGINNING at a point at the Northwestern corner of North Main Street
and Walnut Street,which is 11 feet from the Western curb line of North Main
Street and 12 feet from the Northern curb line of West ·Walnut Street;thence
along the western line of North Main Street,at an angle to the left of 96 0 and
43'from the Northern line of West \Valnut Street 96 feet 2 inches to a point in
the boundary line of land formerly of F.M.Henderson et ux.to a notch on the
inside line of the flagstone walk and 10 feet 9 inches from the western curb line
of North Main Street;thence to the left,at an angle of 82 0 33',along said land
formerly of F.M.Henderson,et ux.,distance of 102 feet 7 inches to a point
in the Eastern boundary line of a private alley (sometimes called Leslie Alley
and sometime the Glenn and Leslie Alley)at the corner of a stone wall;thence
to the left at the angle of 90 0 36'along s aid private alley and stone wall 94 feet
2 1/2 inches to a point 12 feet from the Northern curb line of West Walnut Street;
thence to the left at an angle of 90 0 7'along the Northern side of West Walnut
Street a distance of 91 feet 3 inches to the place of beginning,on which is erected
a brick building.
SECOND:All that narrow strip of land 2 feet wide and 94 feet 2 1/2 inches
long,adjoining the above described piece of land along its Western course,lies
just outside of the aforesaid stone wall and is now used as a part of the above
mentioned private alley (sometimes called Leslie Alley),subject,however,to
all rights (if any),in,to or over said strip of land,that may have been at any
.time heretofore acquired or are now vested,in any manner,in any other person
or persons;and
THIRD:All that other piece of land,about 12 feet wide and 109 feet more
or less long,situate in said Second vVard of said City between the above mentioned
land formerly of F.M.Henderson et ux.,and land of Jane McKeag,which fronts
12 feet on the Western side of North Main St.reet and extends back Westward
therefrom to the aforesaid private alley (sometimes called the Glenn and Leslie
Alley)and which is now also a private alley,subjeCt,however,to all rights
in,on and to the use thereof and to rights of way on,through or over the same
that may have been heretofore granted to or in any manner acquired by said
F.M.Henderson,Jane McKeag or any other person or persons,their heirs
or asssigns,but if at any time there shall be an alley opened on the line of land
formerly owned by Alexander Murdoch,Esq.,and the said Glenn and Leslie
Alley extended thereto then the alley from Main Street to Leslie Alley may be
closed at the option of the parties concerned.
A plot of Tract No.1,above described is shown (for the purpose of making
the description more clearly understood)in the deed from Dr.J.A.Patterson
to Earle R.Forrest and recorded in Deed Book 485,Page 295,in the Recorder's
Office of Washington County,Pennsylvania.
Subject to the rights of Alma F.Hiller in and to the above described pre-
mises as provided in the Will of Earle R.Forrest of record in ·Will Book 108,
Page 399.
BEING the same premises as conveyed to Earle R.Forrest and Margaret
B.Forrest,his wife,by deed of Blanchard G.Hughes,unmarried,dated
September 25,1931,of record in Deed Book 580,Page 257.The said Margaret
B.Forrest died March 1,1959.
ITEM B:
All that certain lot of ground known as 153 Forrest Avenue situate in the
Third Ward of the City of vVashington,'Vlashington County,Pennsylvania,
fronting 24 feet,more or less,on the \Vest side of Forrest Avenue and extending
back therefrom of even width a distance of 75.93 feet,more or less,on the
North and 73.58 feet,more or less,on the South,to lot of William and Veronica
Frazier,said lot is bounded on the North by lot now or formerly of Forrest
Russell,on the East by Forrest Avenue,on the South by lot of Callie Vincent
and Roosevelt Vincent,and on the 'West by lot of ·William Frazier and Veronica
Frazier.
BEING a part of Item Seventh in deed of Earle R.Forrest and Margaret
Bingham Forrest,his wife,to George \V.Weaver dated March 31,1942,of record
in Deed Book 657,Page 290,who by deed of same date of record in Deed Book 657,
Page 295,reconveyed to the said Earle R.Forrest and Margaret Bingham Forrest,
his wife.The said Margaret Bingham Forrest died March 1,1959.See also
boundary line Agreement between Sophie D.Paul et con.and Earle R.Forrest et
ux.,dated November 25,1949,of record in Deed Book 763,Page 402.
VNDER AND SVBJECT to all matters of record affecting the above described
premises.
By deed dated October 5,1970,of record in Deed Book 1325,Page 906,
Alma F.Hiller released and quitclaimed to Mellon Bank N.A.,Executor and
Trustee under the Will of Earle R.Forrest,deceased,her interest in and to the
premises described herein at Item B.
~--------
l--....:.-.~..:..--~--=--::__(..~.J
~~.
IN THE MATTER OF THE ESTATE OF
.Court of Comm0l?-Pleas
OrphansI Court Division ::J
IN THE '~~~xme WASHINGTON COUNTY.PENNA.
JEARLE R.FORREST
DECEASED:
63-69-968NO.,-=-==--=....!.'--L..:::.'-"O..__--'---'-_
KNOIN ALL M EN BY TH ESE PR ESENTS.THAT·_--=M:..:.=E--=L=L=-O..::..-N--,-BA=--_NK--,-...!.,:..-N--=._A...::~.:....~,_T__r=-u=--s....:.t_e_e_,~~:..-_
es Mellon Bank,N.A.'U!l:Ki:HDjiOOl!fCHiiXi>:iW~~~~~iȴiiD~_~E~x~e~c::.u~to~r!.-J _DO/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM ...
.)
Earle R.ForrestOFTHEESTATEoF--=-=--_--=-DECEASED,THE SUM OF
I ,28/100
One Hu~dred Thir1y-ThreJe Thou;sand Two HUrid~ed Forty-Two and ($133,242.28-'---)DOLLARS:v:~.J ,J ;~..,~I " .;'~t '.J ,;.",.J
J'"1....j )•I I -l),IN FlJ{lL 0;THE AMO~NT AWARDED ~~NDER THE DECREE OF )'HE~OR.Ij'HANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
··1 ,-<';I 0 _.j ~
63-69-968ATNO.,_~_c--------------------
,j
B
.'")
DAY OF-",D",,'""e,<Jc~e""'m~b~e~r _
Mellon Ba1i
WITNESS MY HAND AND SEAL THIS /6d
WITNESS~4u~"J-~<""=":~---L...<~"'::":::"'::=:~_/-.'.
(See Over)
....W.".2
x_
"-'.J
~O.63-69-968 Real Estate:
205;N.Main St.
153 Forrest Ave.
$36,600:00
100.00
ORPHANS'COURT Personalty:
IESTATE OF
EARLE R.FORREST
14Bshs.AT&T
62 shs.Exxon
Meredith AIC Rec.
Derpand;Notes
Pr~ncipal Cash
Income Cash
7,706.06
4,495.97
461.97
77,000.00
489.05
6,389.23
*$133,242.28
.J
. J
DOCKET PAGE I
;I ~:-:&tbject to adjustments as necessary
to settle in full any r~maining Pa •
Transfer Inheritance'Taix yet due.
)
I RECEIPT
.)
,
M~ll0n Bank,N .A.,Trustee
,,)
Mellon Bank,N .A•.,Executor
._~_..l,....c;=5 :
,...-_..
l '
"'"Ti,
I",',.,
(:'-'~;-
...--.;
-&:"
,
J:=!"=n
en
=rr"t-C""-";
t"~
l--ri.
;--
<:0>m::D
(f)0 C
-'-'(/i
(/)Ul
~-~~'l
'.
.-'--n
.J
)
. j
TO
FROM
-1
J
)
-()r--0 <"0
P (f)c:::>
FILED 19__
NO.-----'-_
.~
IN THE MATTER OF THE ESTATE OF }
EARLE R.FORREST
---DECEASED:
IN THE
Court of Common Pleas
OrphansI Court .I;>ivision,
]§~WASHING£ON
63-69-968
COUNTY.PENNA.
KNOW ALL MEN BY THESE PRESENTS.THAT I,ALMA F.HILLER;life tenant,
Mellon Bank,N.A.,
td~~~~~~~~~~ii;¥~~~___=E::x~e~c~u~t~o~,r~·------DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FRO
,)
)
QEARLER.FORRESTOFTHEESTATEOF~DECEASED.THE SUM OF
Life Estate in furnishi!lgs at value of
One Thousand One Hundred Ninety-Two and 50/100-----------1 192 50____~($,•------)DOLLARS
IN FULL OF THE'AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.__------"6'-'=3'------'6"--'9"----_9L6"'-'8~_
:.t:e.J
WITNESS MY HAND AND SEAL THIS~DAYOF December '9~.
G~a::'1.LOPenJ ~---__.......<I.!"!!~=~_.I.<~~[:to.!!!""-'1I'-l..IoL_______SEAL
Alma F.Hiller ~
W.8282
\.------
';1 !"O,63-69-968
ORPHANS'COURT
-I
1
:~)
f-;
"~I.-.
ESTATE OF
I ~
J
t
EARLE R.FORREST rI-...)
)
DOCKET PA~E._~_
i
)
)
RECEIPT
i
-)
-)
Mellon Bank,N.A~,E~ecutor
!
--
'"-,-...J 1 j
-J::"_.
c::::J f"--'rr;.....,,
r',I •
<=r1 ~---jLEii
~"
c...vo
~;::J>-n1 :::cc.n G)c:-r-cr~r..n (j-)Z -...../n
r--
(-:-)_i..-
c>:.2 _
r~-..~-c ;-;::~>-(,-,'-
_J
)
TO ,)
FROM _~
,
ALMA F.HILbER
)
)
)
o
FILED 19__
Court of Common Pleas
Orphans i Court Ji>ivision
IN THE MATTER OF THE ESTATE OF
EARLE R.FORREST
DECEASED:
j
VINTHE~~WASHINGI,ON COUNTY,PENNA.
63-69-968NO.,-=--=_~_<_..=._=___._:__~..,__-------
Mellon Bank,N .A.,..1
.,
I,MARGARET FOR~EST BROWN,Remainder-
KNOW ALL MEN BY THESE PRESENTS.THAT·_---=m=-a_n_t_o=-----H_____.:.o~u:.:_s_e__=h::...:o:...::l::...:d=__G=_____o:...::o~d:.:_s_____.:.a__n:...::d=_____F_u.::.::..=r:.....n_i::...:s::...:h=l=-·n-cg:...::s~,c-__
Executor)DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM~~.~.Ir-_
,
)
Earle R.ForrestOFTHEESTATEOF DECEASED,THE SUM OF
Remainder interest following life estat~of Alma F.Hiller in
household good...e and furnishitl.~s valued atOneThousandUneHundredNib.ety-~wo and 50/100-----------($1,192.50-----)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.--=-6-=-3_-.c:.6...!.,9_--'-9-=6-=8'----_
WITNESS MY HAND AND SEAL THIS 9~DAY OF December 19~.
W"N'"~({,~~~dk4~L
.~argaret Forrest Brown
W.8282
~\.~
'I
f'lO.63-69-968
ORPHANS'COURT
ESTATE OF
EARLE R.FORREST
.'
DOCKET !'AGE _
,
J
I RECE'IP;r
)
FROM)
I )
),
:¥alrgaret Forres~Brown
TOI
)
,)
"oMellonBank,N ~A.,Executor
FILED 19__
,
)
.,I
<o -'
.)
)
i
-.<
It .....:~'\
j "
",
-'j I
I
,)
-;
':)'1
..,-,-:.I
~;:J ~.,
..c ---J;....fTl ;;0el)C)c:t:::J r--en rn ,'(/)(Ji \"):.:::~ri I :-r'-I •IenC~',
~...::-"",·i
:Z::",,:!,~-,--"..-::>
0 ""'=-..r-::.?:.-:u r"-(~.....Jl.~eli t.......
<:::J
rtg4,D1l
&#J.7/~
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
No.63-69-968
~
...
Estate of EARLE R.FORREST,Deceased
Date of Death:August 25,1969
Trust for
Margaret Forrest Brown
FIRST AND PARTIAL ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST CO~WANY
i
TRUSTEE UNDER THE WILL AND CODICILS
,qn~C~/7%/
~,-..'
Fee -$184.00
7/----------~--~
BALANCE DUE -$108,192.86
,-",;Ii -:,~O f-;i~fr~tJ,;f!}that I "htJ.:}(:..~'th<·;"?f;i{'.-,~:\•.r::~ltic~_~to oIl 1P';r'£i;~~".t:f,·
fl-oi1f!~f'J?t;t1 of~·!Z.8 /il::;'1;'"7 ,".r :",/}{;..!vlr~tE/:J ~·.~!;C:;.il:'iii (1:~~11~2:-;P;.t.r prfJ---
•'A..''9!HitNti ~'6td...i.s a,,,'1 .';;,i;i ,'/Ocurt.(!s c;;i'!..na:J ;,!j pi'fJoj"&t;:(u~~ffiltfi ta Nil.~.3 -"g 1-,/9
HI'"....'~""!"~'''d .."r .r:'",:<~!"'PI"!'l/,',>l 'r:L..daN1iJ;,·-Il,t£~...:;."',.!d ."!U.',e (l:i.i't...-.•.--...-....:_;,1 j~>I •••_"__•
::'t1'n1.o·o
:::0o.mC?;
v..t
U1
...c::o-
f"J
::r::lD":::0
'""'t:J::x
r-v";':>..~0";;:
t."r.~,t~·~
}>en
~~..-...~,(......,~.
:.>'In:(1)t','J
~-.-~::::{(.}
:;1:-fc:*m
.""":;;:J.;I12'0"""".""'1:1.
....·t·.jf:!.•,..••J..',..~
Filed-----------
Jonathan Allison,Esquire
./.'/"_~>..1 .<9 i I...J.__~_~=--.;""'-J _..
I'
.K~~6~.-..L~~
fl.c"':·'·"-,.I/-,·,,:.·N ;")~fr""'~,1IIl "i<./.>.
<
,i
lie L 17 '7 Po·..,~,11.8c.e~-T
-------------------------------------,
..,,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION ~
No.63-69-968
Estate of EARLE R.FORREST,Deceased
Date of Death:August 25,1969
Trust for
Margaret Forrest Brown
FIRST AND PARTIAL ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY
TRUSTEE UNDER THE WILL AND CODICILS
STATED FROM JANUARY 16,1970 TO MARCtt 2,1981
SUMMARY AND INDEX
Pages
PRINCIPAL
Receipts 6 $130,045 60
Net Gain on Conversions 12 4,734 13
Sub-Total $134,779 73
Less Disbursements 17 26,803 16
Balance $107,976 57 .
Investments 18
Capital Changes 19 through 21
Principal Balance Remaining $107,976 57
INCOME
Receipts 23 $73,221 52
Less Disbursements 25 5,372 70
Balance before Distributions $67,848 82
Less Distributions to Beneficiary 25 67,632 53
Income Balance Remaining 216 29
COMBINED BALANCE REMAINING $108,192 86
SAF:jh
....tDo...0:....
COMPOSITION OF NET BALANCES
PRINC!PAL
Real Estate
205 North Main Street,Washington,Pa.,Deed
recorded in Washington County,Deed Book
Volume 580,page 257
Bonds
$25,000.United S:tates of America Treasury Bonds,
8.25%,dated 4/7/75,due 5/15/80
Funds
166 units Mellon Bank N.A.,Fund D-
United States Government Securities
2,429 units Mellon Bank N.A.Fund E -
Equity Income
Leased Properties
Oil and Gas Interest -200 Acres,Pecos County,
Texas
Miscellaneous
Acres,Pecos County,Texas,N2,Se 4,Sur 3 BL4
Acres,Pecos County,Texas,N2,Survey 3,B14
Lots,Snell Park Add,Nolan County,Texas
Original indemnity agreement pertaining to
residence at 205 North Main Street,Washington,
Pa.,dated 10/15/79 signed by
Margaret Forrest Brown
Original indemnity agreement pertaining to
residence at 205 North Main Street,Washington,
Pa.,dated 10/15/79 signed by Carroll Brown
- 2 -
Market Value
as of
2/20/81
$36,600 00
20,328.00
14,206 33
28,865 53
000 00
000 00
1,120 00
000 00
000 00
000 00
Carrying
Value
$36,600 00
25,171 88
14,931 09
23,651 01
000 00
000 00
000 00
000 00
000 00
!\g
Cash
INCOME
TOTAL INCOME
TOTAL PRINCIPAL AND INCOME
- 3 -
...
$216 29
$216 29
$108,192 86
PRINCIPAL RECEIPTS
Prior Award
Mellon Bank N.A.,Executor Estate of
Earle R.Forrest,Deceased:
The following awarded per Decree dated
December 3,1974 at No.63-69-968 Orphans'Court
of Washington County,Pa.:
Real Estate
205 North Main Street,.Washington,Pa.,Deed
recorded in Washington County,Deed Book
Volume 580,page 257
153 Forrest Avenue,Washington,Pa.,Deed
recorded in Washington County,Deed Book Volume
657,page 295
Stocks
146 shares American Telephone and Telegraph
Company,Capital
62 shares Exxon Corporation,Capital
Miscellaneous
Accounts Receivable -Funds advanced to
Helen Meredith on property at 214 Burton Avenue,
Washington,Pa.,purchased under Article of
Agreement
Temporary Investment
$76,000.General Motors Acceptance Corporation
Demand Note
Cash
Adjustment to Carrying Value
$36,600 00
100 00
529 26
76,000 00
593 51 $126,024 80
,..coo..Ii:I-
10/28/76 Increase carrying value on property situate
153 Forrest Avenue,Washington,Pa.,to sale
price
- 4 -
400 00
- 5 -
Subsequent Receipts
3/13/75 Mrs.Helen Meridith,Escrow Account for
Insurance and Taxes:
Recovery of paid public liability insurance
premiums
10/27/76 Purchaser's pro-rata share 1976 Real Estate Taxes
on property sold 153 Forrest Avenue,
Washington,Pa.
9/30/77 Mellon Bank N.A.Fund E -Equity Income
Proceeds sale of six percent or less stock
dividends,as follows:
8/22/75
12/22/75
2/23/76
4/22/76
9/30/77
Additional Receipts
1/6/75 Mellon Bank N.A.,Executor Estate of
Earle R.Forrest,Deceased:
Acres,Pecos County,Texas N2,Se 4,Survey 3
BL4
Acres,Pecos County,Texas N2,Survey 3 BL4
Lots,Snell Park Add,Nolan County,Texas
Article of Agreement dated September 1960 on
property at 214 Burton Avenue,Washington,Pa.
5/24/79 Oil and Gas Interest -200 acres,Pecos County,
Texas received as asset of trust
10/30/79 Original indemnity agreement pertaining to
residence at 205 North Main Street,Washington,
Pa.,dated 10/15/79 signed by
Margaret Forrest Brown
10/30/79 Original indemnity agreement pertaining to
residence at 205 North Main Street,Washington,
Pa.,dated 10/15/79 signed by Carroll Brown
10/30/79 Original indemnity agreement pertaining to
~residence at 205 North Main Street,Washington,~Pa.,dated 10/18/79 signed by Robert F.Brown,..
coo...Ii:~
$10 09
16 49
14 75
16 00
9 79
$000 00
1,120 00
000 00
000 00
26 00
7 68
67 12
1,120 00
000 00
000 00
000 00
000 00
10/30/79 Original indemnity agreement pertaining to
residence at 205 North Main Street,Washington,
Pa.,dated 10/22/79 signed by Alma ~.Hiller
1/26/81 Amount transferred from income for investment
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL CONVERSIONS INTO CASH
Gain
000 00
2;400 00
$130,045 60·
Loss
3/12/75
3~13/75
Settlement completed on Article of Agreement
dated September 1960 on property at 214 Burton
Avenue,Washington Pa.$1.00
Carrying value 1.00
Full payment on Accounts Receivable -Funds
advanced to Helen Meredith on property at
214 Burton Avenue,Washington,Pa.,purchased
under Article of Agreement $529.26
Decreed at 529.26
....\I)o...
G:...
4/29/75 $76,000.General Motors Acceptance Corporation
Demand Note
Proceeds $76,000.00
Decreed at 76,000.00
5/12/75 146 shares American Telephone and Telegraph
Company,Common
Decreed at $7,706.06
Net proceeds 7,335.84
5/12/75 62 shares Exxon Corporation,Capital
Net proceeds $5,300.48
Decreed at 4,495.97 $804 51
5/14/75 128 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $12,800.00
Carrying value 12,800.00 .
- 6 -
$370 22
·,....~'
5/20/75 570 units Mellon Bank N.A.Short Term Fixed
Incotne Fund
Proceeds $57,000.00
Carrying value 57,000.00
6/9/7~11 units Mellon Bank N.A.Short Term Fixed
Income Fund...l Proceeds $1,100.00
~Carrying value 1,100.001 ~
11/12/75 6 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $600.00
Carrying value 600.00
12/3/75 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2/11/76 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
2/24/76 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
3/4/76 2 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $200.00
Carrying value 200.00
3/16/76 3 units Mellon Bank N.A.Short Term Fixed
I Income Fund
Proceeds $300.00
Carrying value 300.00
3/30/76 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
5/12/76 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
iD Carrying value 500.00r::::.'"-.....
II)
0 - 7 -
...
Ii::I-
v
8/20/76 6 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $600.00
Carrying value 600.00
10/il116 1,512 units Mellon Bank N.A.,Fund E -
Equity Income
Proceeds $17,008.58 •Carrying value 14,722.22 2,286 36 1\
\J
10/27/76 Proceeds sale of property situate 153 Forrest
Avenue,Washington,\'Pa.,to Edward L.and
Thelma E.Russell $500.00
Carrying value 500.00
11/1/76 150 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $15,000.00
Carrying value 15,000.00
2/2/77 4 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $400.00
Carrying value 400.00
3/2/77 6 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $600.00
Carrying value 600.00
3/30/77 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
6/6/77 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00 j~
I
Carrying value 500.00
8/9/77 5 ullits Mellon·Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
8/26/77 7 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $700.00coCarryingvalue700.00~~....III0...ci:~- 8 -
1/5/78 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2/28/78 63 units Mellon Bank N.A.,Fund E-Equity Income
Carrying value $613.42
Proceeds 604.53 ·1 8 89;(t3~30/78 506 units Mellon Bank N.A.Fund E-Equity Income
Proceeds $5,006.58
Carrying value 4,926.88 79 70
4/10/78 40 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $4,000.00
Carrying value 4,000.00
5/9/78 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
5/16/78 20 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $2,000.00
Carrying value 2,000.00
2/7/79 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
3/9/79 8 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $800.00
Carrying value 800.00
11,I
4/6/79 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
4/18/79 3 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $300.00
Carrying value 300.00
iii'r:::e,..
ID0 - 9 -
rotQ:I-
6/27/79 476 units Mellon Bank N.A.,Fund E -
Equity Income
Proceeds $5,005.23
Carrying value 4,634.77 370 46
7/30/79 10 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
8/29/79 4 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $400.00
Carrying value 400.00
9/14/79 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
10/5/79 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
11/7/79 3 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $300.00
Carrying value .300.00
12/20/79 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
12/31/79 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
1/18/80 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2/22/80 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds ·$500.00
iiO Carrying value 500.00~!!....II)
0...Ii:-10 -~
I •.\
3/10/80 8 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $800.00
Carrying value 800.00
5/6/80 5 units Mellon Bank N.A.Short Tem Fixed
thcome Fund
Proceeds $500.00
Carrying value 500.00
5/28/80 191 units Mellon Bank N.A.,Fund E -
Equity Income
Proceeds $2,002.81
Carrying value 1,859.75 143 06
6/6/80 7 units Mellon Bank N.A.Short Tem Fixed
Income Fund
Proceeds $700.00
Carrying value 700.00
7/10/80 4 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $400.00
Carrying value 400.00
7/23/80 5 units Mellon Bank N.A.Short Tem Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
8/20/80 2 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $200.00
Carrying value 200.00
9/11/80 1 unit Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $100.00
Carrying value 100.00
11/6/80 2 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $200.00
Carrying value 200.00
12/.31/80 87 units Mellon Bank N.A.,Fund E -
Equity Income
Proceeds $1,009.65
00 Carrying value 847.11 162 54~~....
ID0...cr -11 -~
co~I')
....IIIo...ci:...
1/16/81 3 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $300.00
Carrying value 300.00
1/28}81 590 units Mellon Bank N.A.,Fund E-
Equity Income
"W Proceeds $7,011.39 lJCarryingvalue5,744.78 1,266 61
2/11/81 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2~12/8l 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2/18/81 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
2/23/81 30 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $3,000.00
Carrying value 3,000.00
TOTALS $5,113 24 $379 11
Net Gain transferred to Summary $4,734 13
",
!J
-12 -
,..
II)o..Ii:...
PRINCIPAL DISBURSEMENTS
2/20/75 Malcolm L.Morgan,Washington County Treasurer:
1975 County taxes
Le!§s 5%discount
4/29/75 Alexander and Alexander:
Payment of premium on master liability insurance
for period 12/17/74 to 12/17/77 on property
situate Acres,Pecos County Texas N2,Survey 3
BL4
10/1/75 Paul H.Dionne,Attorney:
Payment for services in research and preparing
an opinion as to the status of Pecos County,
Texas lands belonging to this trust estate
5/4/76 Pecos County Ownership Map Sales:
One Pecos County ownership map
7/23/76 Expenses re property situate 153 Forrest Avenue,
Washington,Pa.,as follows:
4/29/75 Alexander and Alexander:
Payment of premium on master liability
insurance for period 12/17/74 through
12/17/77
3/19/76 Harry R.Cook,City Treasurer:
1975-1976 Washington City Real Estate
Taxes
3/25/76 John F.Yoney,County Treasurer:
1975-1976 Washington County Real
Estate Taxes
7/23/76 Harry R.Cook,Tax Collector:
1975-1976 Washington School District
Real Estate Taxes
10/7/76 Realty transfer tax on property sold 153 Forrest
Avenue,Washington,Pa.
11/15/77 Internal Revenue Service:
Tax on profits,as follows:
12/8/75 Year ending 9/30/75
11/15/77 Year ending 9/30/77
-13 -
$6 84
34
$20 00
13 33
2 93
12 36
$94 96
49 05
$6 50
20 00
80 00
25 00
48 62
5 00
144 01
~~--------------------------------.
12/20/79 Pennsylvania Department of Revenue:
Tax on profits,as follows:
11/24/75 Year ending 9/30/75 $28 88
11/15/77 Year ending 9/30/77 49 02
12/20/79 Year ending 9/30/79 10 61 88 51
2/17/81 Expenses re property situate Lots,Snell Park,
Nolan County,Texas as follows:
4/29/75 Alexander and Alexander:
Payment of premium on master liability
insurance for period 12/17/74 through
12/17/77 $20 00
3/22/79 Master liability insurance for period
1/1/78 through 12/31/79 16 00
2/17/81 Mellon Bank N.A.:
Real estate administrative fee for
first quarter 1981 based on 12/31/80
holdings 37 50 73 50
2/17/81 Expenses re.property situate Acres,Pecos County,
Texas N2 Se 4,Survey 3 as follows:
4/29/75 Alexander and Alexander:
Payment of premium on master liability
insurance for period 12/17/74 through
12/17/77 $20 00
10/4/78 E.F.Trip,Triplett Tax Collector:
Payment of State,County and School
Real Estate Taxes for years 1975,1977
and 1978 22 89
3/28/80 Master liability insurance for period
1/1/78 through 12/31/80 16 00
10/2/80 John D.Borden,Tax Assessor Collector:
Payment of Fort Stockton Independent
School Real Estate Taxes for years
1977 through 1980 46 52
10/9/80 E.F.Trip,Triplett Tax Collector:
1979-1980 State and County Real
Estate Taxes 4 07
2/17/81 Mellon Bank N.A.:
iii Real estate administrative fee fort:.first quarter 1981 based on 12/31/80!:!....holdings 37 50 146 98'"0...crI-
-14 -
2/17/81 Mellon Bank N.A.:
Real estate administrative fee for first quarter
1981 based on 12/31/80 holdings on property
situate Acres,Pecos County,Texas N2,
Survey 3
2/17/81 Mellon Bank N.A.:
Real estate administrative fee for first
quarter 1981 based on 12/31/80 holdings on
Oil and Gas Interest -200 acres Pecos County,
Texas
2/18/81 Expenses re property situate 205 North Main
Street,Washington,Pa.,as follows:
4/3/75 Tom F.Miller:
Payment for trimming tree
4/29/75 Alexander and Alexander:
Payment of premium on master liability
insurance for period 12/17/74 through
12/17/77
8/5/77 Fred W.Kohring:
Payment for yard maintenance
6/26/79 Mellon Bank N.A.:
Reimbursement for payment to
Nick Williams for material and labor
in repairing porch steps and cutting
trees
7/20/79 J.E.Selway:
Exterminating termite treatment and
removal of empty boxes and debris
8/15/79 Nick Williams:
Payment for patching porch,roof
materials and labor
11/21/79 Donald E.York:
Appraisal fee
1/21/80 V.Lucille Bryant:
Payment of insurance premium for period
3/26/76 through 3/26/81
3/3/80 City of Washington -Solid Waste
Program:
Payment for sanitation charges for
years 1977 through 1980
-15 -
$55 00
68 00
190 00
24 47
685 00
31 27
50 00
471 00
146 00
,.
37 50
15 00
....10o...«...
3/7/80 Edward W.Abel,City Treasurer:
Washington City Real Estate Taxes
for years 1975 through 1980
3/28/80 Master liability insurance for period
1/1/78 through 12/31/80
4/28/80 John F.Yoney,County Treasurer:
Washington County Real Estate Taxes
for years 1975 through 1980
6/4/80 McVehil Plumbing,Heating and Supply
Company,Incorporated:
Payment of boiler check during heating
season for period 8/7/75 to.6/4/80
7/9/80 John Nicole1la,Contractor:
Payment for various repairs
7/22/80 Edward W.Abel,Tax Collector:
Payment of School Real Estate Taxes
for years 1975 through 1980
8/6/80 Mellon Bank N.A.:
Reimbursement for payments to
Charles E.Sinclair for mowing lawn
during the period 6/5/78 to 8/6/80
9/10/80 Charles E.Sinclair:
Payment for mowing lawn during the
period 7/11/79 to 9/10/80
11/12/80 Washington -East Washington Joint
Authority:
Sewage charges for period 2/10/75
through 11/12/80
11/14/80 Ye 01de Locksmith Shoppe:
Payment for lock and extra key
12/18/80 Martin R.Hallam,Auctioneer:
Payment for appraisal of furniture,
dishes,silverware and antiques
2/10/81 West Penn Power Company:
Electric service during the.period
1/7/75 through 1/28/81
2/10/81 Columbia Gas of Pennsylvania:
Gas service during the period 1/2/75
through 1/21/81
-16 -
1,926 89
34 00
496 01
1,287 01
1,440 95
2,510 69
238 00
126 25
147 73
40 81
108 00
768 88
8,336 14
....
II)o...a:...
2/17/81 Western Pennsylvania Water Company:
.Water charges during the period
1/13/75 through 12/29/80
2/17/81 Donald E.York:
Payment for appraisal and Assessment
Board hearing
2/17/81 Jonathan Allison,Esquire:
Payment for services rendered for the
period 1981 Reassessment appeal to
Washington County Board of Assessment
2/17/81 Mellon Bank N.A.:
Real estate administrative fee for
first quarter 1981 based on 12/31/80
holdings
2/18/81 Bell of Pennsylvania:
Telephone charges during the period
12/17/74 through 3/3/81
2/19/81 Mellon Bank N.A.:
Compensation as Trustee charged against
Principal for period 2/19/75 through 2/25/81
3/2/81 Jonathan Allison,Esquire:
Attorney's fee for period 1/16/70 through
12/31/80
3/2/81 Clerk of Orphans'Court,Washington County,Pa.:
Filing fee
TOTAL PRINCIPAL DISBURSEMENTS
-17 -
225 11
140 00
335 00
125 00
700 48 20,707 69
3,420 85
1,800 00
184 00
$26,803 16
4/29/75
5/12115
fI
•
f5/28/75
10/13/76
11/9/76
PRINCIPAL INVESTMENTS
760 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
$25,000.United States of America Treasury Bonds,
8.25%,due 5/15/90 at 100.6875
5,854 units Mellon Bank N.A.Fund E -Equity
Income at 9.736921979
170 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
166 units Mellon Bank N.A.Fund D -United States
Government Securities at 89.94633573
$76,000 00
25,171 88
56,999 94
17,000 00
14,931 09
3/2/78 .3 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.300 00
4/3/78
4/4/78
6/28/79
5/29/80
1/5/81
1/27/81~
1/29/81
40 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
40 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
44 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
20 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
6 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
24 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
70 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
-18 -
4,000
4,000
4,400
2,000
600
2,400
7,000
00
00
00
00
00
00
00
5/28/75
10/11/76'.y
2/28/78
3/30/78
6/27/79
5/28/80
12/31/80
1/28/81
4/29/75
5/14/15
5/20/75
6/9/75
11/12/75
12/3/75
k2/11/76
2/24/76
3/4/76
3/16/76
3/30/76
5/12/76
cot::.~,..
II)
0roOIi:...
.,
•.
PRINCIPAL CAPITAL CHANGES
Mellon Bank N.A.Fund E -Equity Income
5,854 units Purchased
1,512 units Sold
4,342 units
63 units Sold
4,279 units
506 units Sold
3,773'units
476 units Sold
3,297 units
191 units Sold
3,106 units
87 units Sold
3,019 units
590 units Sold
2,.429 units
Mellon Bank N.A.Short·Term Fixed Income Fund
760 units Purchased
128 units Sold
632 units
570 units Sold
62 units
11 units Sold
51 units
6 units Sold
45 units
5 units Sold
40 units
1 unit Sold
39 units
1 unit Sold
38 units
2 units Sold
36 units
t--l units Sold
33 units
5 units Sold
28 units
r---2.unit s Sold
23 units (Continued)
-19 -
1
Carrying
Value
$56,999 94
14,722 22
$42,277 72
613 42
$41,664 30
4,926 88
$36,737 42
4,634 77
$32,102 65
1,859 75
$30,242 90
847 11
$29,395 79
5,744 78
$23,651 01
$76,000 00
12,800 00
$63,200 00
57,000 00
--$6,200 00
1,100 00
$5,100 00
600 00
$4,500 00
500 00
$4,000 00
100 00
$3,900 00
100 00
$3,800 00
200 00
$3,600 00
300 00
$3,300 00
500 00
$2,800 00
500 00
$2,300 00
23 units (Continued)
8/20/76 6 units Sold
17 units
10/13/76 170 units Purchased
187 units
lil1116 1.50 units Sold
37 units
2/2/77 4 units Sold
33 units
3/2/77 6 units Sold
27 units
3/30/77 5 units Sold
22 units
6/6/77 5 units Sold
17 units
8/9/77 5 units Sold
12 units
8/26/77 7 units Sold
5 units
1/5/78 5 units Sold
-0-
3/2/78 3 units Purchased
4/3/78 40 units Purchased
43 units
4/4/78 40 units Purchased
83 units
4/10/78 40 units Sold
43 units
.5/9/78 1 unit Sold
42 units
5/16/78 20 units Sold
22 units
2/7/79 5 units Sold
17 units
3/9/79 8 units Sold
9 units
4/6/79 1 unit Sold
8 units
4/18/79 3 units Sold
5 units
6/28/79 44 units Purchased
49 units
7/30/79 10 units Sold
39 units
8/29/79 4 units Sold
35 units
9/14/79 1 unit Sold
--y;units (Continued)
ii)
~l')
~...ID0...Ii:-20 -...
l
$2,300 00
600 00
$1,700 00
17,000 00
$18,700 00
15,000 00
$3,700 00
400 00
$3,300 00
600 00
$2,700 00
500 00
$2,200 00
500 00
$1,700 00
500 00
$1,200 00
700 00
$500 00
500 00
-0-
$300 00
4,000 00
-----s4~00 00
4,000 00
$8,300 00
4,000 00
$4,300 00
100 00
$4,200 00
__2,000 00
$2,200 00
500 00
$1,700 00
800 00
$900 00
100 00
$800 00
300 00--$500 00
4,400 00
$4,900 00
1,000 00
$3,900 00
400 00
$3,500 00
100 00
--$3,400 00
$
$
$
$
$
$
$
$
.
3,400 00
100 00
3~300 00
300 00
3,000 00
100 00
2,900 00
500 00
2,400 roo
500 00
1,900 00
500 00
1,400 00
800 00
$600 00
500 00
$100 00
2,000 00
2,100 00
700 00
1,400 00
400 00
1,000 00
500 00
$500 00
200 00
$300 00
100 00
$200 00
200 00
-0-
$600 00
300 00
$300 00
2,400 00
$2,700 00
7,000 00
$9,700 00
$
-$
.34 units (Continued)
10/5/79 1 unit Sold
33 units
11/7/79 3 units Sold
30 units
12/20/79 1 unit Sold
29 units
12/31/79 5 units Sold
24 units
1/18/80 5 units Sold
19 units
2/22/80 5 units Sold
14 units
3/10/80 8 units Sold
6 units
5/6/80 5 units Sold
1 unit
5/29/80 20 units Purchased
21 units
6/6/80 7 units Sold
14 units
7/10/80 4 units'Sold
10 units
7/23/80 5 units Sold
5 units
8/20/80 2 units Sold
3 units
9/11/80 1 unit Sold
2 units
11/6/80 2 units Sold
-0-
1/5/81 6 units Purchased
1/16/81 3 units Sold
3 units
1/27/81 24 units Purchased
27 units
1/29/81 70 units Purchased97units
"IIIo...Ii:I--21 -
INCOME RECEIPTS
Mellon Bank N.A.,Executor Estate of
Earle R.Forrest,Deceased:
Cash advanced on account of income distribution,
as follows:
1/16/70
5/18/70
8/18/70
11/17/70
2/17/71
5/18/71
8/18/71
11/22/71
2/18/72
5/19/72
8/18/72
9/18/72
11/17/72
2/20/73
5/18/73
8/17/73
10/29/73
11/19/73
2/19/74
5/17/74
8/16/74
11/19/74
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
Cash
$1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
1,000 00
1,200 00
1,200 00
1,200 00
1,200 00
5,000 00
1,200 00
1,200 00
1,200 00
1,200 00
1,200 00
cot:.C'l
......,
o...ci:I-
Cash awarded per Decree dated December 3,1974
at No.63-69-968 Orphans'Court of Washington
County,Pa.
American Telephone and Telegraph Company,Common
146 shares 1/2/75 and 4/1/75
Exxon Corporation,Capital
62 shares Paid 3/10/75
United States of America Treasury Bonds,8.25%
due 5/15/90
$25,000.5/12/75 to 11/15/80
-22 -
7,416 86 $37,416 86
248 20
77 50
11,360 84
,..
IDo...a:I-
.'
Mellon Bank N.A.Fund D -United States
Government Securities
Income collected during the period
11/15/76 to 1/15/81
Mellon Bank N.A.Fund E -Equity Income
Income collected during the period
6/20/75 to 1/20/81
General Motors Acceptance Corporation Demand Note
Interest collected during the period
12/1/74 to 4/29/75
Mellon Bank N.A.Short Term Fixed Income Fund
Interest collected during the period
4/29/75 to 1/31/81
Oil and Gas Interest,200 Acres Pecos County,
Texas:
5/29/79
David Y.Rogers:
Trust share of bonus paid for first years
leasing of acreage at $12.50 per acre
2/9/81
Annual delay rental 2/8/80 and 2/9/81
-11/10/76 Alexander and Alexander:
Refund of unearned premium on master liability
insuranc"e
TOTAL INCOME RECEIPTS
-23 -
$1,500 00
240 02
4,730 50
~4,l55 90
2,242 08
1,241 62
1,740 02
8 00
$73,221 52
INCOME DISBURSEMENTS
4/8/75 Alexander and Alexander:
Payment of premiun on master liability insurance $5 00
3/22/79 Expenses re property situate Acres,Pecos County,
Texas N2 Se 4 Survey 3:
5/14/75 Joanne Brumbaugh,Tax Collector:
1975 County and Township Real Estate
Taxes
3/22/79 Master liability insurance for period
1/1/79 through 12/31/79
$22 05
10 00 32 05
3/28/80 Washington County,Pa.:
Personal Property Tax for years 1975 to 1980
3/28/80 Master liability insurance for period 1/1/78
through 12/31/80 on property situate Acres,Pecos
County,Texas N2,Survey 3
3/28/80 Master liability insurance for period 1/1/80
through 12/31/80 on property situate Lots,
Snell Park Add,Nolan County,Texas
9/9/80 West Penn Power Company:
Electric service re property situate 205 North
Main Street,Washington,Pa.
10/1/80 Mellon Bank N.A.:
Reimbursement for payment to Charles Sinclair
for mowing lawn
12/22/80 Pennsylvania Department of Revenue:
Tax on income for the years ending
9/30/75 to 9/30/80
1/26/81 Amount transferred to principal for investments
2/17/81 V.Lucille Bryant:
Payment for third installment on policy #H206033
for the period 3/26/81 to 3/26/82 on property
situate 205 North Main Street,Washington,Pa.
-24 -
330 83
26 00
10 00
8 42
10 00
31 55
2,400 00
130 00
II-
2/19/81 Mellon Bank N.A.:
8/20/79 Compensation on rents collected direct
2/19/81 Compensation on oil and gas royalties
2/19/81 Compensation as Trustee charged against
income for period 2/19/75 to 2/25/81
TOTAL INCOME DISBURSEMENTS
INCOME DISTRIBUTIONS TO BENEFICIARY
8/25/80 Margaret E.Brown:
Net income payments during the period 1/21/70
to 8/25/80
TOTAL INCOME DISTRIBUTIONS
-25 -
$97 50
10 80
2,280 55 2,388 85
II
:;$5,372 70
Ii
$67,632 53
$67,632 53
I ,
CQ1MONWEALTH OF PENNSYLVANIA )
MELLON BANK N.A.,Successor by merger to MELLON NATIONAL BANK AND TRUST
COMPANY,the above named Accountant,being duly sworn according to law,
COUNTY OF ~.;rASHINGTON )
ss
LAURENCE C.ADDLEMAN,Trust Offic~~of
,
I
tl1l'\
I
j
I
I
deposes and says ~hat the disbursements shown in the account have been made
to the parties entitled thereto;and that the account as stated is true and
correct as he verily believes.
i
i Sworn to and subscribed
II
!before me this /..lYl.day
~IOfq1t~A.D.1981
"I'~'I
~,,,'
•j")2~'A9dlkltbV
,!,~tary PublicI~,
.:.,II'r JAt:E n.MlttE\{,~~~h~f'\I 'ubl1d~V\.Ji~z.hh'!jr·on,V~cjshil1;]~,Jn Co.(pa.
,My (;c'ml~11~1()n E:-.p:rJ<£S';i)r0mlKJr 25,1981
In t4r ornurt nf O!nm11UlU ·,Iraa of mas~iugtnn ornuuty,
Jruusyluauia ®rp~an.6 ~ornurt iiuisinn
I
ESTATE OF )
EARLE R.FORREST.DECEASED,;
No.63-69-968
In the matter of the First and Partial
IN TRUST FOR MARGARET
FORREST BROWN )Account of Mellon Bank~N.A.,successorbym.ergt't"to Mellon National Bank and
Trust Co~::tpany,Trustee
B;;;y:;;,t./.~~
Thomas J.TJrPUt~
SCHEDULE OF DISTRIBUTION
ADJUD~ATION AND DECREE
And now May ,19.8.l.-,this matter having came on for
hearing,audit and distribution and testimony taken;upon due consideration thereof,J the bal-
ance for distribution in the hands of the Accountant is determined to be $108.136.2:>
and the account is accordingly confirmed;and it is ordered,adjudged and decreed that the said bal-
ance be paid out by the Accountant in accordance with the schedule of distribution hereto attached
and made a part hereof,unless exceptions hereto,be filed sec.reg.or an appeal taken herefrom sec.
leg.
PRINCIPAL
Balance per Account $107,976.57
Transfer to Incom.e from.
Principal for Distribution
(Tem.porary Invested
Incom.e)$2,400.00
Additional Credits per
Audit
INCOME
Balance per Account
Additional Debits per
Audit
1,099.87
1,077.65
3,499.87 $104,476.70
Transfer from.Principal
to Incom.e for Distribution
(Tem.porary Invested
Incom.e)2,400.00
Additional Credits per
Audit
Balance for Distribution
3,477.65
3,693.94
34.39 3,659.55 $108,136.25
$108,136.25
•••c
·tL
.....
No.63-J~9.._~9_Q1L _
In the matter of the First and Partial
Account of Mellon Bank,N.A.,
successor by merger to Mellon
National Bank and Trust Company,
Trustee
of Estate of E.arle R.Forrest,
Deceased,in Trust for
Margaret Forrest Brown
i\~jtWitutiun Ult~ittrtt
riot"t"fi;iV'tl ~.j eli,1H.tn·!;;tfli"::tl'.-~,<t-4f~iI e .\:'i'~::~t ~tre ~.i \,."'l.,~i"OA Mj U~l';j;',
It'-6"V "AVW IQ,
fiJ"~
.......2
4q)U3-?U
...'.'"•.'
Adjudication and Decree -Page 2
Estate of Earle R.Forrest,Deceased
No.63-69-968
Attorney Jonathan Allison.~~="":';:':-_--"~-------T"------""'----------
Balance Carried Forward
TO:Carroll Brown,
Remainderman,One-third
(1/3)of balance,viz:
PRINCIPAL
An undivided one-third (1/3)
interest in the following:
Leased Properties:
Oil and Gas Interest -200
Acres,Pecos County,
Texas
Miscellaneous:
40 Acres,Pecos County,Texas,
N~;=:&eetien:~l.,
B~N/2 of SE/4,Survey 3,
BL4
160 Acres,Pecos County,Texas,
~~.e.y=3y--~N!2,
Survey 3,BL4
4 Lots,Snell Park Add,Nolan
County,Texas
INCOME
One-third (1/3)of Income
Cash balance
TO:Robert F.Brown,
Remainderman,Two-thirds
(2/3)of balance,viz:
PRINCIPAL
An undivided two-thirds (2/3)
interest in the following:
Leased Properties:
Oil and Gas Interest -200
Acres,Pecos County,Texas
$000.00
000.00
373.33
000.00
373.33
1,219.85 $1,593.18
000.00
$108,136.25
106,543.07
,.
Adjudication and Decree -Page 3
Estate of Earle R.Forrest,Deceased
No.63-69-968
Miscellaneous:
40 Acres,Pecos County,Texas,
·m'-#~M~.,
.~N/2 of SE/4,Survey 3,BL4
160 Acres,Pecos County,Texas,
m--,..~~I,T~::Z';-"13-t4:NI 2 ,
Survey 3,BL4
4 Lots,Snell Park Add,Nolan
County,Texas
INCOME
Two-thirds (2/3)of IncoITle
Cash balance
$000.00
746.67
000.00
746.67
2,439.70 $3,186.37 $103,356.70
TO:Mellon Bank N.A.,Trustee
under Will and Codicils of
Earle R.Forrest,Deceased,
for Carroll Brown and Robert F.
Brown
(Account No.202-549)
Balance for further
a dITlinistration,viz:
PRINCIPAL
Real Estate:
205 North Main Street,Washington,
Pennsylvania,Deed recorded in
Washington County,Deed Book
Vo1uITle 580,page 257 36,600.00
Bonds:----United States of AITlerica
Treasury Bonds,8.25%,dated
4/7 /75
$25,000.due 5/15/80
Funds:
Mellon Bank N.A.,Fund D -
United States GovernITlent
Securities
166 units
25,171.88
14,931.09
.....\f.:~~~.
Adjudication and Decree -Page 4
Estate of Earle R.Forrest,Deceased
No.63-69-968
Mellon Bank N.A.,Fund E -
Equity Income
2,429 units $23,651.01
Miscellaneous:
Original indemnity agreement
pertaining to residence at
205 North Main Street,Washington,
Pennsylvania,dated 10/15/79
signed by Margaret Forrest
Brown 000.00
Original indemnity agreement
pertaining to residence at
205 North Main Street,Washington,
Pennsylvania,dated 10/15/79
signed by Carroll Brown 000.00
Original indemnity agreement
pertaining to residence at
205 North Main Street,Washington,
Pennsylvania,dated 10/18/79
signed by Robert F.Brown 000.00
Original indemnity agreement
pertaining to residence at
205 North Main Street,Washington,
Pennsylvania,dated 10/22/79
signed by Alma F.Hiller 000.00
TemE~rary'Investments:
Mellon Bank N.A.Short Term
Fixed Incorne Fund
28 units 2,800.00
Cash 202.72 $103,356.70 NO BALANCE
'j
~N THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
I
I~
HEARING,ON :pj~~TITION SUR 'AUDIT
...
,,-'THE HONORABLE THOMAS J.TERPUTAC,J.
(Jonathan'Allison;Esq.;of Schmidt &
Allison,representing the Tru.tee
...".
63-69-968
r
)
)No.
)
)
)
)
...-
.-'"..J'¥
''''I~,'
.....;-..1
Thursday,May 7,1981
Kt9:30 A.M.
~..~.,,:.~.._~.
,.".....
.....'
"
'"
"!
I'~...,..
",
~In'Re:z~tEstate of'
i "'
~EARLE R.FO~REST,
'f'~Deceased
2:i,-:;
~;
ii
eI1-~gB~FORE:
-~
'..
:'I TIME:
II:;
2..
:APPEARANCE:g
.u·
.;.":!ut,0
e'
III
Susan L.Harris
Official Court,Reporter
THE COURT:The
2.
Estate of Earle R.Forrestr Schmidt &
Allison.Mr.Allison.
MR.ALLISON:If the
"0(•z0(
izZIIIII.
Z~zi'II0(~
~
I
~e IIIii
';J:!uii::)
~
r~..
Iii0:IIIt-o:0II.III0:
t-o::J0U
';J~ii:...0
e
,~Court please,this is the time for the
audit for the first and partial accoun~
of the trust set up in the Will of
Earle R.Forrest.I have all the
..'"""'~':'-'.,
necessary papers including a form of-.-:..'~-;
~-'"~.~.suggestions and decree'•.-..'"'If :the Court"-~.~
I't..~please,let me reVl.ew
..,...,......
..'.II:
Earle Forrest left'.;>intari~ibl~'personal
.~~,~~
,property,meaning the contemt'oJ~j the.....~..".-""-."oil.."...,.........
home of 2305 North.Main~Stree~to his
__M ~.~_.':.;~~
daughter,Margaret -Brown..t..,pro.vitling
•'!.,~...~~,.'-1-·.
another provision of"tpe 'Will~'that ~i~
,.
sister":,,,-Earle Forrest's sister--Mrs.
Alma Hiller have the use or those
contents so long as ,'she desire.
He then
left the residue of his"Estate in Trus~.
The income to be paid to his daughter,
Margaret Brown,so long as she lived,
and upon her death,the assets would b~
distributed to his grandchildren/and
e,
--
3.
'.her'children,Carol Brown,and daughte ,
Carol Brown,and grandson,Robert Brow •
Again,
he provided a-lso for his sister thatt e
Trustee.·was to pay $1,200.00 toward
her.funeral and also'direc~ed that 'she
be permitted to live in the residence
so long as she desired,,and the Truste
~was to pay essentially,the expenses.
At the time Earle Forrest drew this
Will,he never expected that his
daug~ter would predecease 'his sister.'
However,that fact did occur,·and
"
Margaret Brown died ,Nove~ber 1,1980.
And Mrs.Hiller,now 90 years old,
still lives in the premises as a matte
of fact.!think that other than a
Small Social Security check,she has
no means of her own.The problem,
of'course,becomes how to carry out
the intentions of Mr •Forrest;:'and it
is our view that he would want
provisions made to take-care of his
sister.So that we have-asked'
essentially that the assets of the
Trust comprising of about $75,000.00
be rewarded to the Trustee for further
'..~
h'........~~,.~..
......'....
,...,,'
.~,~...,-,
<t , •.~-...
'.,
.J
4.
accounting,except for certain other
assets'I'll come to.Then that income
then be paid to the grandchildren in
the proper proportions set forth in
the Will;6ne"third.t6 Carol,and
two thirds 'to the.grandchildren.
There
are three items of Texas real estate,-
listed in the account,which at:the tiI1 e u
of his death we went to great length tc
determine the values 'thereof and on
the basis of expel\l;s ,;:what~"wer;con,§iderEd
to be experb·opinion,the value"-set
.
forth in the inventory are the correct
values.I don't think it's necessary
for me to go into the "title proplems--
types of problems in the taxes.Suffi<e
it to say that at a l60-acre tract
which we have good title to is in the
.middle of--they calI it the pastorage
of West~and Company and the Allison
Land 'Company •.No relation.But those
are about 2,000 sections,so this is
a little--so that basically that's the
reason their values and the other smal]
tract is a title continuous to say the
least.But we have-sent notices of thE
5.'
filing of the account to Carol and to t~e
Executor of Margaret's Estate,and may
s~y at this point,as to the contents
of the house,at the time of settlement
Mr.Forrest's Estate,the contents were
awarded to the"daughter,Margaret Brown
_.'..,,",
t ,.,:tHat the contents are now an asset of
As I,"-"!'--
of Mr.Forrest's Will.;·...~/·,~t •
Adams,the trust officer called upon-.
Mrs.Hiller and explained the whole
matter to her.In the papers there is
a statement from her to that effect.
'.I'm sure.that the Court is aware that ~
subject to the provisions of the Will
~ef Estate,subject to the provisions
.,
signed a receipt for the property,so
regarding Mrs.Hiller.Margaret Brown
'say,we have sent notices to'all of the
inierested parties,Carol,Executor of'"'.j "',..",,#,r
Margaret's Estate,to Robert,and Mr.
~~.
..
..·t
""'*'-~~,...
,.',,;,
..~'t ~,-..'.*..-"""...1"'-
-"~"'-"'r~t'"4-,'..
"".
-~""."",'
~:.
"
,.,.;
!•
Robert Brown has written not only Your
I
II
II.
Honor,me,the bank,the Register of
Wills,and I think the Court is in
possession of my answer to him enclosin~
the copy of the proposed decree and the
petition for distribution.In that
'.
6.
letter,I advised him that he had a
right,of course,to be present with
counsel her~~or by himself.But if he
was not,I said that I felt sure that
the Court would proceed as though he ha1
consented ~hereto,if he didn't enter
Other than that·,what can I ask that
.~form of objection.Of course,that's
up to the Court,but that's our positicp.
It seems reasonabl]f'tha~·'t:his;tru'st
...~i11 ,,--"'~,....~~
would not continue "for 'very 1)5ng.So...~....
VeryTHECOU.RT:
well,Mr.Allison.
that's the'best soiution...that..Je can~K l ~;.:_,~'~,.-if ~,
corne up with,Your Honor •.
~...".';r.~.or'"...,...
this matter be resb~ve~in ofaer to
it)....~'
protect Mrs.Hiller~?l~e",can"t<t"tell,
.~\,"...~
Your Honor,,how mucn of-the assets of the (
•.~.,:!;..."'__t
"":..,...."!"...'J..;;..-.1...,.
$70,000.00 of'asse~~of the §edurities'I".~v--'.fJj ~.~..-::-\
are necessary inth~nature ~f~things.
'CZceiz2:III'II.
Ze."...zi•ce~
fi
e Ja
';.I:5uii:I~
~••IEtil...IE0II.IIIIE.to.IE:I0U..,
:5uii:II.0
e
.MR.ALLtSON:I havE
the necessary papers.
THE COURT:Anybocy
else in Court interested in the Estate
"...
of Earle R.Forrest?There being no
response,the first and'partial account
as to-this audit is hereby closed~
7.
..,
-.
'.
I
II
i
MR.ALLISON:
You,Your Honor.
**********************************
(End of proceed'ings.)
.,
"
Thank
8 •
I hereby certify tha~.the proceedings are
contained fully and accurately in the notes taken by me during
the hearing in the above cause arid that this copy is'a correct
transcript of the same.
....
ffJ
Thomas J.
The foregoing record of the proceedings of the
~.~.-,..
0:
··Ie
0:,0a.'III0:
~:JoU
;.J.0(uto
'oC
Z~tzz~..~·':i
,•..-..:~
"·z.-·i
oC
-.~
~:~hearing in the above cause is hereby approved and directed to'".-E·.
.'-~be f i 1ed •
,'0(.u
Q
:Ja,.~~.4"
.....'
~-''':''o'\".~~.'....
'.~
....
4-...~
-~.,.~.,~
....
",/"'-'-;:---"'---------,--------------------------.------------------II
IN THE MATTER OF THE ESTATE OF }
Earle R.Forrest,Deceased,In
Trust for Margaret ForreSfcB¥etwn
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
63-69-968NO,_
KNOW ALL MEN BY THESE PRESENTS.THAT M__E_L_L_O_N_~B_A_N_K_,<__N___'._A____"•._
does Mellon Bank,N.A.,Successor bl Merger to~HEREBY ACKNOWLEDGE TO HAVE RECEIVED'FROM/MELLON NATIONAL BANK AND TRUST COMPANY T_r_u_s~e_e _
v Earle R.ForrestOFTHEESTATEOF~~DECEASED.THE SUM OF
One Hundred Three Thousand,Three Hundred Fifty-Six (,103.356.70
and 70/100 ------~-------------------------------------
)DOLLARS
IN FULL.OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
(
AT No.----"'6'-"3'-----'6~9'---_9'__'6"__'8"___
20th M 81WITNESSMYHANDANDSEALTHISDAYOFay19_.
Mellon Bank,N.A.,;IJr~st..~
y:r?/~)----)'!,{~WITNESS:-JYU:::::!~~~~':-LL---':'U.~:<"'U.:L4~~~:.L=':C.C:~-".;?-_----;-L;~.J.~/~j'~'/(("-~:':::::':2'~~~~~~....~_(/"Trust Officer
W.8282
1/
(
~O.63-69-968
ORPHANS'COURT
ESTATE OF
Earle R.Forrest,Deceased,
In Trust for Margaret Forrest
Brown
DOCKET PAGE,~
RECEIPT
FROM
Mellon Bank,N.A.
TO
Mellon Bank,N.A
FILED 19__
Real Estate at 205 N.
Main St.,Washington
Bonds
I
FundsI
I
I
MiS'cellaneous
I
'!;eJilporaries
Cash
~I
$36,600.00
25,171.88
38,582.10
-0-
2,800.00
202.72
$103,356.70
IN THE MATTER OF THE ESTATE OF },
Earle R.Forrest,Deceas ed,In
Trust for Margaret ForreS'fcB¥fiwn
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
NO 63-69-968•__---=::...:::.---=e....L ~_"'___
KNOW ALL MEN BY THESE PRESENTS.THAT -=-IL,--=C:..::A:..::-R-=-R--=O:...:L=L=-:B=....c.R-=-O=--..:W..:....::.N-'-_
Mellon Bank,N.A.,Successor by Merger to
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM,kELLON NATIONAL BANK AND TRUST COMPANy T_r_u_s_t_e_e _
Earle R.ForrestOFTHEESTATEOF DECEASED.THE SUM OF
One Thousand,Five Hundred,Ntnety-Three and 18/100 ($I,593.18 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No~__-----'6'_'3=-------'6'_'9L_-_9'__6_=__=8'_____~----
W.8282
--------------------------
$1,593.18
One-Third Income Cash 1,219.85
I
,63-69-968NO.
.ORPHANS'COURT
v
ESTATE OF
Earle R.Forrest,Dec.
In Trust for Margaret
Forrest Brown
DOCKET PAGE I(
v
RECEIPT
FROM
v
Carroll Brown
TO (
Mellon Bank,N.A.
FILED 19_
Oil and Gas Interest -200
Acres,Pecos County,
Texas
40 Acres,Pecos County,
Tvexas N/2 of DE/4,
Survey 3,BL 4
...
160 Acres,Pecos County,
Texa!;>,N12,Survey 3,
BL 4
4.,Lots,Snell Park Add,
_Nolan County,Texas
$-0-
-0-
373.33
-0":'-
373.33
IN THE MATTER OF THE ESTATE OF
I •Earle R.Forrest,Deceased,In ,
Trust for Margaret ForrestDn't~n
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
63-69-968NO._
KNOW ALL MEN BY THESE PRESENTS.THAT_-=I-<-,_R_O-'-----B_E_R_T__F_.=--B_R_O_W_N _
Mellon Bank,N.A.,Successor by Merger to
00 HEREBY ACKNOW~EDGETO HAVE RECEIVED FROM/MELLON NATIONAL BANK AND TRUST COMPANy__---=T=...=r....:u=s..::.t..::.e....:e:..-_
Earle It.ForrestOFTHEESTATEOF DECEASED,THE SUM OF
Three Thousand~One Hundred~Eighty-Six and 37/l00 ($3~186.37 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER~THE DECREE-OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
l
AT No._i 6=3_..::.--"'6-'-9'----'9'--"6"-'8"---~---
WITNESS MY HAND AND SEAL THIS ---J/1..-l.8L-__OAY OF ~,,~
woY~,,~&d¥iAlWL..·~l ~'--;fl /..-h K~~77 ~wn ~
w.8282
.-I~I
•NO.63-69-968.~'-=--------Oil and Gas Interest -200
Acres,Pecos County,
Texas $-0-
ORPHANS'COURT 40 Acres,P,ecos County,
Texas,N/2 of SE/4,,
S~rvey 3,BI!...4 -0-
ESTATE OF 160 Acres,Pecos,County,
Texas,N /2,Survey 3,
~L4 ...746.67
...-.
Earle R.Forrest,Deceased,
In Trust for Margaret Forrest
Brown
4 Lots,Snell Park Add,
Nolan County,Texas -0-
$746.67
DOCKET PAGE _1;'wo-Thirds Incom.e
Cash 2,439.70
$3,186.37
RECEIPT
FROM
"r'...,.I
f"J-
:::'It~
..-..-~
'""-r-rT1o~-c:;:P
v.)
\"""0>
...
gO !~--~1\
C~~:·~£~",1;::;'
.Zo,"c"-
-~:(;")
).•.-;t';
:;~i;
(.)~~~j~TO
Mellon Bank,N.A.
Robert F.Brown
FILED -/-I 'qp.-
#t>3-b9-9bS
A F F I D AV ITO F EX E C U TOR
STATE OF PENNSYLVANIA)
)SS.:
COUNTY OF WASHINGTON)
Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON BANK,
N.A.,SUCCESSOR BY MERGER to MELLON NATIONAL BANK AND TRUST COMPANY,
who,being duly sworn according to law,deposes and says that said Bank is the executor
of the estate of EARLE R.FORREST,deceased,that the following schedules constitute a
complete inventory and appraisement of the real and personal estate of EARLE R.
FORREST"deceased,except real estate outside the Commonwealth of Pennsylvaniai
that the figures opposite each item of real and personal estate in the following schedules
ar e 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.
Sworn and subscribed before me this
TRUST OFFICER of MELLON BANK,
N.A ••SUCCESSOR BY MERGER to
MELLON NATIONAL BANK AND
TRUST COMPANY
.·..·~w@r=
Arli~..
!dANI:~.)lfllttlf;W<ifery "lllifll~.iw,,_...·,,'.:'l W":l,,•.••,,"Co.,"i...':-'-
My Cvmmiu_~~ber-26,:w;9""---j,I~(
I."
J '.')
EXECUTOR ESTATE OF EARLE R.
FORREST;DECEASED '.
INVENTORY AND APPRAISEMENT
of the goods and chattels,rights and credits which were of
Earle R.Forrest,Deceased,late of 205 North Main Street,
Washington,Washington County,Pennsylvania,take'n and
made in conformity with the above affidavit.
PERSONAL ESTATE SCHEDULE
Cash
Mellon National Bank and Trust Company
Washington Office
Checking Account Number 155 ..4152
Balance 8/25/69
Mellon National Bank and Trust Company
Checking Account Number
155-4136 I/N/O Earle R.
Forrest;Margaret F.Brown
Leet Account
Balance 8/25/69 $885.45
Les s Distribution payable
6/30/69
June and July rent 459.46
Decedent's interest
Earle R.Forrest,Margaret F.
Brown
Decedent's interest in
Checking Account entitled
Building Account Number
155-411.0 -Balance 8/25/69
Earle Forrest,Margaret F.Brown
Building Account
Distribution due decedent for
period ending 8/31/69
First Federal Savings and Loan Association
of.Washington,Pennsylvania
Savings Account Number 1-1793
Balance 8/25/69
Savings Account Number 1-1620
Balance 8/25/69
Leet Account
Net rents 7/1/69 through
8/31/69 $142.88
Reimbursement for payment
of premiums:
Washington Insurance
Policy Number
1080006 $51.00
Mutual Insurance
Company
Berks County Policy
Number 21371 166.00 217.00
Comrp.is sion on June and
July,1969 rent 4.75
..,2-
$137.94
1,240.43
425.99
556.30
.386.93
1,925.85
10,000.00
364.63
0.
Treasurer of the United States
Social Security Lump Sum
Death Benefit
Refund of overpayment of
1969 income tax liability
$255.00
322.50 $577.50
The Paul Revere Life Insurance Company
Proceeds of Policy Number 36 940
Bankers Life and Casualty Company
Medical Benefits·under
Policy Number 680226039
National Ben Franklin Insurance Company
Hospital Benefits .under
AARP Policy Number 7 -G-0177
.5.-(f1Kf'United Insurance Company of America
Medical Benefits under
Policy Number 0462289MO
American Express Company
Proceeds of travelers checks
Aetna Insurance Company
Refund of unearned premiums on:
Landlords and Tenants
Policy Number OLT584494 $11.79
Liability Policy Numbers
CG254357 and CG2'85220 45.00
Bankers Life and Casualty Compariy
Refund of unearned premium on
Policy Number 680,226,639
Blue Cross of Western Pennsylvania
Refund ofunearned premium on
Blue Cross -Blue Shield 65 Special
Group Number 66000-00,Agre'ement
Number 178-09-0929A
United Insuranc~Company of America
Refund of unearned premium on.Modern
Accident,Sicknessanci HospitalPolicy
Number 462289-MO
.Henry G.Hood and Sons
Refund of unearned premium on fire policy
State of Montana,State Auditor -
Refund of unexpired portion of.
subscription to Montana Historical
Society Magazine
-3-
991.00
271.00
590.00
460.00
560.00
56.79 .
8.29
48.50
58.00
44.00
4.00
@ 78.75
I
$30,000.00
$1,204.84
500 Shares
146 Shares
120 Shares
176 Shares
'.
Wyoming Valley Sanitary Authority
5 1/8%Sewer Revenue Bond,
1967 Series
Dated July 1,1967
Due July l~2007
Option:July 1,1977
Accrued interest from
7/1/69 to 8/25/69
Note:The Executor has
determined that decedent had
used certain funds of Alma
Hiller,Sister,.in purchase of
this asset.Her iriterest in same
to August 25,1969,has been
computed at $1,656.32.
General Trust Fund of Mortgages or
Mortgage Pool of Trust Department
of First Bank &Trust Company,
(Washington,Pennsylvania)
Certificate of Participation
Dated December 30,1936
(The above was liquidated in
1947 and all holders were
paid.The Certificate is worth-
less -letter dated 11/11/70 from
Mr.Karl E.Spran,Trust Control
Officer of Pittsburgh National
Bank)
Allegheny Power System,Incorporated
(Maryland)
Common Stock ($2.50)@ 20.875
American Telephone and Telegraph
Company
(New York)
Capital Stock ($16 2/3)@ 53.50
Dividend of $0.60 per share
payable 10/1/69 tostockholders
of record 8/28/69,ex-dividend
8/22/69
Bucyrus -Erie Company
(Delaware)
Common Stock ($5.00)@ 20.625
Dividend of $0.30 per share
payable 9/8/69 to stockholders
of record 8/15/69
The Columb~a Gas System,Incorporated
(Delaware)
Common Stock ($10.00)@26.625
-4-
$23,625.00
230.63
-0-
10,437.50
7,811.00
87.60
2,475.00
36.00
.4,686.00
/.
4 Shares
500/l,000ths
of one share
13 Shares
2/10 of one
share
2 Shares
380 Shares
22 Shares
21 Shares
33 Shares
Consolidated Natural Gas Company
(Delaware)
Capital Stock ($8.00)@ 27.065
Foremost Dairies,Incorporated
(New York)
Common Stock,Scrip Certificate ($2.00)
Dated September 15,1955
Privilege of Exchange Expires at the
close of business December 31,1957
(Certificate expired 12/31/57 ..
Stamped as such)
Foremost Finance·&:Equipment Co.
(Now Astron Industrial Associates,.Inc.)
(Florida).
Capital Stock ($0.20)@ ~4025
Foremost Finance &:Equipment Company
(Florida).
Common Stock,Scrip Certificate ($0.20)
..-l2ated January 16,1957
Privilege of Exchange Expires at
the close of business December 14,
1958
(Certificate stamped -"Privilege
of Exchange expires at clos.e of
business December 14,1958")
George Washington Hotel Corporation
(Pennsylvania)
Common Stock ($2.50)@ 10.00
Lone Star Gas Company
(Texas)
Common Stock ($10.00)@ 18~875
Dividend of $0.28 per share
payable 9/8169 to stockholders
of record 8/22/69
Mountain Fuel Supply Company
(Utah)
Capital Stock ($10.00).@ 30.125
Dividend of $0.45 per s,hare ..
payable 9/15/69 to stockholders
of record 8/22/69
Northern Natural Gas Company
(Delaware)
Common Stock ($10.OO)@ 43.50
Sidway-Topliff Company
(Pennsylvania).
Preferred Stock ($100.00)
(Company stock approved.
worthIes s -11 /5/64 .;..Mellon
Bank Libraryfiles)
,-5-
$108.26
·-0..
5.23
-0-
20.00
7,172.50
106.40
662.75
9.90
913.50
-0-
33 Shares
62 Shares
'.
Sidway-Topliff Company
(Pennsylvania)
Common Stock (No Par)$-0-
(Company stock approved
worthless.,.11/5/64 -Mellon
Bank Library files)
Standard Oil Company of New Jersey
(New Jersey)
Capital Stock ($7.00)@ 72.875 4,518.25
Dividend of $0.90 per share
payable 911 0/69 to stockholders
of record 8/12/69 55.80
'\..1100 Shares Texas Eastern TrarismissionCorporation
(Delaware)
Common Stock ($3.50)@ 25.1875
Dividend of $0.35 per share
payable 9/1/69 to stockholders
of record 8/8/69
Article of Agreement dated September,1960
to Helen Meredith on property at 214
Burton Avenue,Washington,Penn-
sylvania
Balance 8/25/69
Account Receivable -due ,for funds
advanced in payment of taxes and
insurance on 214 Burton,Avenue,
Washington,Pennsylvania
Royalty due decedent from sale of his
book,"Arizona Dark and Bloody
Ground".Ear,ned to August 25,1969
Sale Agreement
233 Burton Avenue,Washington,
Pennsylvania Assignment to James
Williams,dated June,.1968
Balance 8/25/69 $837.85
Accrued interest from September
through December,1968 16.88
Account Receivable -due for funds
advanced in payment of taxes and insurance
on 233 Burton Avenue,Washirigton,'
Pennsylvania
Household Goods
Guns
Stamp Collection
Jewelry
-'6-
2,518.75
35.00
642.89
491.63
213.52
854.73
819.69
1,192.50
1,420.00
430.64
100.00
///c ~.l/j,1JO
..~
..
INVENTOR Y AND APPRAISEMENT
IN THE ESTATE OF
EARLE R.FORREST,
Deceased
Filed ,1974
.':,
Attorney:.¥lP'n@I.~ht~!l:~J.ll~~itM E s quire
sSffiw~pJ ~I}<!S'l4~~on
Wi~ili!.~iil}gt·op:l(f<r/[1'!'1 t Building\.-1 h U ':~1 ;I :~....J"ITO
Washington,Pennsylvania
hO II !~~2 HtJ~hI,
4 a3 II .:1
~g<s/-?C 3
Book Collection
Historical and Indian Artifacts
4"x:5"Glass Plate Negatives
3 1/4"x:4 1/2"Glass Plate Negatives
Art Collection and Other Prints
Total Personal Property App:raisement
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
PARCEL I
ALL that certain lot or piece of ground
.situate in the Second Ward of the City of Wash-
ington,Washington County,Pennsylvania,having
erected thereon a two and one-half story brick
dwelling and separate garage knoW'nas 205
North Main Street.Recorded in Deed Book
Volume 580,Page 257•
PARCEL II
THE Undivided Three -Quarter interest in
all that certain lot or tract of land situate in the
Third Ward of the City of Washington,Washington
County,Pennsylvania (Subject to the Life Estate
of Alma F.Hiller in the 1/3 of the 1/3 Interest
in the whole property inherited by Earle R.i
Forrest u/w of Joshua R.Forrest)having erected
thereon a two and one-half story brick building
known as .The Leet Property at 58-62 North Main'
Street.Recorded in Deed Book Volume 657,
Page 295 and Deed Book Volume 922,.Page 615.
Full Three -Quarter Interest Value.
-7 -
$18,482.05
11,383.50
3,296.00
22.098.00
2,539.50
$148,186.87
$36,600.00
53,353.12
PARCEL III
THE Undivided One-Half Interest in all that
certain lot or tract Of land situate in the Third
Ward of the City of Washington,Washington
Couhty,Pennsylvania (Subject to the Life Estate
of Alma F.Hiller in the 1/3 of the 1/3 Interest
in the whole property inherited by Earle R.
Forrest u/w ·of Joshua R.Forrest)having
erected thereon a three-story brick building
_known as The Roberts or Theatre Property at
66 -72 North Main Street.Recorded in Deed
Book Volume 657,Page 295 and Deed Book
Volume 922,Page 615.Full One-Half Interest
Value.$43,750.00
PARCEL IV
ALL that certain lot or tract of land situate
in the Third Ward of the City of Washington,
Washington County,Pennsylvania known as 153
,Forrest Avenue.Recorded in Deed Book Volume
657,Page 295.,Appraised Value.100.00
Total Real Estate Appraisement $133,803.12
60.00
$1,939.32
2,908.98
NOTE:
Executor has determined value of
life interest of Alma F.Hiller,sister
of decedent born February 20,1891 in,
realty items included in Inventory as
follows:
58-62 North Main Street
66-72 North Main Street
153 Forrest Avenue Burton
A venue Sale Agreements
$4,908.30
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
PARCEL I
ALL that certain lot or.parcel of land (Subject
to the Life Estate of Alma F.Hiller in the One-
Third Thereof)situate iIi Pecos Gounty,'rexas,
-8-
and being a part of the land originally granted to
H.&T.C.Railway Company,and more particularly
described as the N /2 of Survey No.3 in Btock 4,
containing 160 Acres.Being the same premises
conveyed to M.B.Forrest (Also known as Mary
Belle Forrest)by Deed of Biard Development
Company dated June 4,1910,and of Record in
the Office of the Clerk of the County Court of
Said County in Deed Book Volume 18,Page 366.
The Said Mary Belle Forrest died Testate,a
Resident of the City of Washington,Washington
County,Pennsylvania,January 30,1939,and by
her Will of Record in the Register of Wills Office
of Said County in Will Book 58,Page 395,she
devised all her Real Estate to her Son,Earle R.
Forrest,subject to the Life Estate in her
Daughter,Alma F.Hiller,in the One-Third
Thereof.Appraised Value -$1,120.00
PARCEL II
ALL the Right,Title and Interest of Earle
R.Forrest,Deceased,in and to all that certain
tract,lot or parcel of land situate in Pecos
County,Texas,and being a part of the land
originally granted to H.1&T.C.Railway Com.:..
pany and described as tHe N /2 of the SE/4 of
Survey No.3 in'Block 4,containing 40 Acres.
Being the same premises conveyed to D.B.
Forrest (Also known as Dc:miel Boyle Forrest)
by Deed of Biard Development Company dated
June 4,1910,and of Record in the Office of
the Clerk of the County Courtof,Said Courity in
Deed Book Volume 18,Page 364.The Said
D.B.Forrest died in February of 1917,a
Resident of Hardin County,Ohio.No Value.
PARCEL III
ALL the Right,Title and Interest of Earle
R.Forrest,Deceased,in and to Lot No.12 in
Block 19,Lots Nos.10 and 11 in Block 19,and
Lot No.5 in Block 29 in Snell Park Addition to
Sweetwater,Nolan County,Texas.Said Lot No.
12 being the same L0t conveyed by Bia'rdDevelop-
ment Company to Mrs.M.B.Forrest (Also
known as Mary Belle Forrest)by Deed .dated April
28;1910,of Record in the Office of the Clerk of
the County Court of Said County in Deed Book
Volume 14,Page 153.Said Lots Nos.10,11 and 5
-9-
•,.i,I "
being the same Lots conveyed by Biard
Development·Company to J.R.Forrest
(Also known as Joshua R.Forrest)by Deed
dated April 28,1910,of Record in the Office
of the Clerk of the County Court of Said
County in Deed Book Volume 14,Page 151.
The Said Mary Belle Forrest died Testate,
a Resident of the City of Washington,Wash-
ington County,Pennsylvania,January 30,
1939,and by her Will of Record in the Register
of Wills Office of Said County in Will Book 58,
Page 395,she devised all her Real Estate to
her Son,Earle R.Forrest,subject to the
Life Estate in her Daughter,Alma F.Hiller,
in the One~Third Thereof.The Said Joshua
R.Forrest died Testate,a Resident of the
City of Washington,Washington County,Penn-
sylvania,December 28,1927 and by his Will
of Record in the Register of Wills Office of
Said County in Will Book 42,Page 539,he
devised all his Real Estate to his Son,Earle
R.Forrest,subject to the Life Estate in his
Daughter,Alma F.Hiller,in the One~Third
Thereof.No Value.
RECAPITULATION
Total Personal Property Appraisement
Total Real Estate Appraisement
Total Appraisement
~10-
$148,186.87
133,803.12
$281,989.9~
/
<ltnuutynflIan4iuglnu
littinwu
<ltnmmnu 'Itan
<ltnurt
nf
(@rp4aun'
<ltnurt
In the matter of the Audit of Account in
Estate of EARLE R.FORREST,Deceased No._--"'-6=3_--=6-=9_-=9-=6-=8 ~__
TO THE AUDITING JUD,GE:
Enter .::.:ID""'v'--......appearance for th.e Accountant
7th day of May,,19~
N.R-Counsel shall,by separate 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.
No.63......69 ......968
In re Audit of Account in Estate of
EARLE R~FORREST,Deceased
AUDIT
'rnrrlpr fnr !\pprnrnUtr
FOR
Accountant,MELLON BANK N.A.
Jonathan Allison
Attorn&y
~2
',T
Fonn for Guardian or Tr.lS.ee
/
Wbrt
ilrtUion S'ur Aubil
®rpi]Ut15~<l1nurt of mU5~it1gtDn QIIlunty
Estate oL..~B.h~_B..!....fQR.R.~§.!a..__.____..
_____QE~E~.§.:g;.!?..______.
For_M..~.B.QbB.~.'!'__[QS.g.~.§.:;r...~.B.Q)~~!.:L .._.._..
Date of trust
or guardjanship _.J..a.n.1J.i?r.r.y...J..9.l9..7.Q__ .
If there have been former accounts
filed in this estate,list:
None
Filed at No._6.3.~..6.9..::.9.6.B /llfX:U~.
Fiduciary...M.~!!E.~...~_~.!?:~N~.b.~.I.~.~.£.~.~.~.~.9..t ..P..Y
merger to Mellon National Bank and Trust..g.9.!.n.E.~.!2Y.L ::r.!"_~~.!.!::.~.__..__ _..__.
Place of record
of appointment..R.eg.i.s.te.r....a.f...Wil1s...oLWashington
County,Pennsylvania
Reason for filing this account...!.~...!.h.~...~.~.~!.!?:...9.LM~.!:&.~.!..~.!...f9..!.!.~~!...~.!.9.~E.!.....~.~~.&h!.~..!....2.L!h!::...::r..~.~J.~.t 0 randlifetenant,on November I,1980.
All persons having any interest,vested or contingent (including claimants)I in the fund now before the Court,
with the nature of their interests are:
(I)Alma F.Hiller,sister of the Testator,life estate in real estate
(2)Carroll Brown,granddaughter of the Testator,one-third (1/3)of residue
(3)Robert F.Brown,grandson of the Testator,two-thirds (2/3)of residue
See Exhibit "A"
All of said parties have received notice as required by the Court Rules except as follows:
No Exceptions
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in dist~ibution:
Yes,see attached Exhibit "A"
Balance for distribution per account,Principal $____.........•.............
Additional debits not shown in account:
(Indicate whether income or principal)
See Exhibit liB 11
Additional credits not shown in account:
(Indicate whether income or principal)
See Exhibit liB 11
Balance for distribution
Income
Total additional debits
Total additional credits
Principal $.
$____.._._.
$.
$:_.
Income
Total
$.
$.
..
If the balance for distribution is not in cash,list items held in kind \\'ith carrying yalue designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
See Schedule of Distribution
.,
Articles Ninth and Eleventh of the decedent's Will provides,inter
alia,as follows:
"NINTH:I direct that if I shall predecease my sister,
ALMA F.HILLER,then and in such eveQ-t I authorize and
direct my Trustees hereinafter named to.expend a sum not
exceeding ONE THOUSAND TWO HUNDRED (1,200.00)
DOLLARS through the funeral horne of Ralph Piatt to
provide for the funeral of my said sister,ALMA F.HILLER,
at the time of her death,including transportation to
Washington,Pennsylvania,and interment in my family
plot in Washington Cemetery.I also direct that said
family plot may be used for the burial of any of my
descendants or their spouses.
If my sister,ALMA F.HILLER,survives me,I
authorize my Executors and Trustees to permit her to
live in my residence in Washington,Pennsylvania,as
long as she cares to do so,and my Executors and
Trustees shall pay all real estate taxes,insurance and
utilities,from the residue of my estate,and they shall
not be responsible for any loss to the estate as a result
of the retention of this property as a horne for my sister.".....................................
'IELEVENTH:All the residue of my estate,real
and personal,and wherever situate.I give,devise and
bequeath to MARGARET FORREST BROWN and MELLON
NATIONAL BANK AND TRUST COMPANY,IN TRUST,
NEVER THELESS,for the following uses and purposes:
(A)The Trustees shall hold,manage,invest
and reinvest said Trust Estate and shall distribute the
net income (hereinafter called "Income")and principal
from time to time as follows:
(1)During the lifetime of my daughter.
MARGARET FORREST BROWN,the Trustees shall pay
the Income quarter-annually to her or for her benefit.
(2)Upon the death of my daughter,
MARGARET FORREST BROWN,the Corporate Trustee
shall divide the principal of the Trust Estate into the
following shares to wit:one-third share for my
granddaughter,CARROLL BROWN,or her issue if she
then be deceased,and two-third share for my grandson,
ROBERT F.BROWN,or his issue if he then be deceased.
Exhibit "AII
The aforementioned share as set apart for the issue of
each deceased grandchild shall be transferred and
delivered to such then living issue,per stirpes,subject
to the provisions of the minor beneficiary clause
hereinafter contained.Each share set apart for a
living grandchild shall be held in a separate trust.
During such grandchild's minority the Trustee shall
pay so much of the Income and principal as it deems
.advisable for such grandchild's welfare,comfort,
support and education to the person having custody of
him or her,without liability on the part of the Trustee
to see to the application thereof,or shall us e it directly
for such purposes,and the remaining Income shall be
added to principal to be invested as such.After said
grandchild attains majority,the Trus tee shall pay the
Income quarter-annually to or for the benefit of said
grandchild until he or she attains the age of twenty-six
years,at which time one-half of the principal thereof
shall be transferred and delivered to such grandchild,
free of trust.The balance shall remain in trust under
the same terms and conditions until such grandchild
attains the age of thirty years,at which time the trust
shall terminate and the then remaining principal and
Income balances shall be delivered to such grandchild
free and clear of trust.II ••••••••••••
Article Second of the Second Codicil dated October 26,1967,
decedent provides,inter alia,as follows:
"SECOND:I give and bequeath to my daughter,
MARGARET FORREST BROWN,all my household goods,
furniture,furnishings,automobiles,and other tangible
personal property except that tangible personal property
hereinafter bequeathed to the Museum of Northern Arizona
at Flagstaff,Arizona,provided that she permit the
household goods,furniture and furnishings to be used by
my sister,MRS.ALMA F.HILLER,under the conditions
set forth in Paragraph NINTH of my said will dated
May 23,1966."••••••••••
Alma F.Hiller,sister of the Testator,is living,of age and sui juris.
-2-
The remaindermen of the Trust are Carroll Brown and Robert F.Brown,
grandchildren of the Testator,both of whom have attained thirty (30)years of
age and are entitled to their respective shares outright.
Petitioner respectfully requests that the following assets and
Income cash in the balance for distribution be awarded as follows in the
following proportions:
TO:Carroll Brown,
Remainderman,One-third
(1/3)of balarice,viz:
PRINCIPAL
An undivided one-third (1/3)
interest in the following:
Leased Properties..;
Oil and Gas Interest -200
Acres,Pecos County,
Texas
Miscellaneous:
Acres,Pecos County,Texas,
N2,Section 4,Survey 3,
BL4
Acres,Pecos County,Texas,
N2,Survey 3,B14
Lots,Snell Park Add,Nolan
County,Texas
$000.00
000.00
373.33
000.00
373.33
INCOME
One-third (1/3)of Income
Cash ba1ance
-3-
1,219.85
$1,593.18
TO:Robert F.Brown,
Remainderman,Two-thirds
(2/3)of balance,viz:
PRINCIPAL
An undivided two-thirds (2/3)
interest in the following:
Leased Properties:
Oil and Gas Interest -200
Acres,Pecos County,Texas $
Miscellaneous:
Acres,Pecos County,Texas,;
N2,Section 4,Survey 3,
BL4
Acres,Pecos County,Texas,
N2,Survey 3,Bl4
Lots,Snell Park Add,Nolan
County,Texas
000.00
000.00
746.67
000.00
746.67
INCOME
Two-thirds (2/3)of Income
Cash balance 2,4390 70
$3,1860 37
Petitioner respectfully requests that the remaining principal
assets in the balance for distribution be awarded back to them for further
administration in accordance with the Will and Codicils thereto.
-4-
ESTATE OF EARLE R.FORREST,DECEASED,
TRUST FOR MARGARET FORREST BROWN
Account No.202-549
Receipts and Disbursements since filing
First and Partial Account through 4/24/81
Balance per Account
PRINCIPAL $107.976.57
Less:
3/20/81 -Property situate Acres.
Pecos County.Texas.N2.Section 4,
Survey 3:Master Liability
Insurance for period 1/1/81 through
12/31/81
4/16/81 -Expenses re property
situate 205 North Main Street,
Washington,Pennsylvania,as
follows:
"3/4/81 -Columbia Gas of
Pennsylvania:Gas service for
1/21/81 to 2/20/81
3/9/81 -West Penn Power
Company:Electric service
for 1 /28/81 to 2 /27 /81
3/17/81 -Bell of Pennsylvania:
Telephone charges for 3/4/81
through 4/3/81
3/20/81 -Master Liability
Insurance for 1/1/81 through
12/31/81
3/25/81 -Edward W.Abel:
1981 Washington City Tax
3/25/81-Anderson Auto Glass
Service:Replacing door pane
$285.35
16.18
9.20
20.00
349.57
22.42
$10.00
Exhibit "B"
4/1/81 -Columbia Gas of
Pennsylvania:Gas servic'e
for 2/20/81 to 3/23/81
4/8/81 -West Penn Power
Company:Electric service
for 2/27/81 to 3/30/81
4/10/8 1 -John F.Yoney:
1981 Washington County Tax
4/14/81 -West Penn Water
Company:Water service for
12/29/80 to 3/27/81
4/16/81 -Bell of Pennsylvania:
Telephone charges for 4/4/81
to 5/3/81
INCOME
Add:
Mellon Bank N.A.Fund D -
United States Government Securities
Income collected during the period
2/15/81 through 4/15/81
Mellon Bank N.A.Fund E -
Equity Inc ome
Income collected during the period
2/20 /81 through 4/20 /8 1
Mellon Bank N.A.Short Term
Fixed Income Fund
Interest earned during the period
2/1/81 through 3/31/81
Less:
3/20/81 -Master Liability Insurance
for 1/1/81 through 12/31/81 on
property situate Acres,Pecos County,
Texas,N2,Survey 3
$272.63
15.73
78.30
11.29
9.20 $1,089.87 $1,099.87-_-.:..;;.-...-
106,876.70
216.29
375.38
533.24
169.03
1,293.94
10.00
-2-
"
3/20/81 -Master Liability
Insurance for t'!1/81 through
12/31/81 on property situate
Lots,Snell Park Add,Nolan
County,Texas
3/30/81 -1981 Washington
County Personal Property Tax
Balance consists of the following:
PRINCIPAL
Real Estate per Account
Bonds per Account
Funds per Account
Leased Properties per Account
Miscellaneous per Account
Temporary Investments per Account
Cash
$10.00
14.39 $34.39 $.1,259.55
$108,136.25
36,600.00
25,171.88
38,582.10
1,120.00
000.00
5,200.00
202.72
106,876.70;:~
..--
INCOME
Cash 1,259.55
$108,136.25
;:~Includes $2,400.Temporary Invested Income.
-3-
'I •I ~
Sl"l forth accountants sugg'estiun as tu manner and form uf distribution tu be made,:Awards tu be stated in pru·
portions unless specific amounts or items are designakd b~instrument under which estate is being distributed:
Your petitioner respectfully suggests that distribution of the Texas
real estate and the oil and gas leases and the Incmne cash balance for
distribution be made as follows:
1 /3rd of balance to Carroll Brown
2/3rds of balance to Robert F.Brown
The remaining principal assets in the balance for distribution should
be awarded back to your petitioner for further administration as shown
on the proposed Decree as submitted herewith.
COC:\TY OF \\':\SHI:\GTO~,
CO.\I:\IO:\WL\LTH OF PE)i:\SYLV.-\:\I:\,
The abo\'e named Fiduciary or representati\'e ther~of,
being duly ~.~.?E.!?doth depose and say that the
facts set fo~th in the foregoing'petition are true to the
best of..~t~knowledge and belief.
Sworn .
··········..···to :mc!'subscrlbed before me
\..
Th'llth ,d'·May 81IS:.~;.•...'?·.../.:11'ot 19 ..
Sig""u""'f Offic""~'73~
~'~"c.tary Public
Title uf Ofl'i~er ~;.
/·IArrfl.MILLER,Notary Public
Office cxPir~s :-Qfih~.i~~~i~:.~;ti~~.r2!;.198'..
~SS
.\nd your petitioner will ever pray,etc.
MELL;QNll.ANE..N.:A"i7'1/_:'"
~9~(2a~~.l/'Trust Officer
Trustee
..........._.
,
,-'"t-
"\.."~,
.'
~.,}'plition Stur !\u~it
IN THE
ORPHANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No§..~..:.9..9...:9..~8
ESTATE OF ;g;A.R.~.~R.~FQ.R.R.~.$..I.a .
DECEASED_-.
FOR.....MA.RQ.AR;E;.T....FQ.R.R.;g;$..T...~.R.Q.w..;N"
_·..··~~i·ii~..t~;:;~;:;t..· · ·..-
Mellan Bank.•....N A s.u.c.c.e.s.,S..o.r ..
by merger to Mellon National
Bank and Trust Company,
.................................r..~.~.f:lt~.~..
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.\Vill or trust instrument-attested.
2.Inventory.
3:Signl'd elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6,Brief-for any question of law raised,
.....J.QN.A.T..HAN...A.L.LlS..QN.t.....;g;.s..QVJ.R..~.....
Counsel for accountant.
~q
,",\...
,.,..\l
, "",,·\t \
";;..J-.--~1 j';\.......-\..,.",
\<\-..~.~.
.....,,~'..
p'
(\...~
"\
..
"~~)o
4:<
.."
.~."
••
..
:;,..
,',..
~.,
"
PPK:mjk 31 •3-4-70 Acct ••101-383
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
HE l ESTATE OF
EARLE R.FORREST,
DECEASED
I
~
I
RECEIPT FOR ADVANCEMENT
TO THE HONORADLE,THE JUDGES OF SAID COURT:
I,MARGARET F.BROWN ,being beneficia)~
.'-~-''....~..
interested in the above titled estate,hereby acknowledge to have
reoeivod from Mellon National Bank and Trust Company,EXECUTOR
ot the Estate ot EARLE R.FORREST ,Deoeased
Advancement under Article Third o:f the Will $213.52
Income Advancement 87.93
and request Your Honorable Court to charge the same to me in the Decree
of Distrilmtlon to be entered in said Estate.
In oonsideration of this advancement boing made prior to tho
filing and audit of a Final Account,I hereby agree to refund on demand,
all or e..nY part of this advancement whioh ~be determined to have been
improperly IDBde.
DATED tb1e__7~tA:;;.:......;·;;......_~de.Yof__9al.o-:-w4.a.::·~~-....:;;.....I""o.__'19 70
WITNESS:
'l'l{-7 0 \
Lcd:mjk 31 2-6-70 Acct.No.101-383
IN THE COURT OF COMMON PLEAS OF WASHINGTONCOUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
RE:ESTATE OF
EARLE R.FORREST,
lECEASED
I
I
I
RECEIPT FOR ADVANCHNT
TO THE BONORADLE,THE JUDGES OF SAID COURT:
I,MARGARET FORREST BROWN ,being benef1cla)~
interested in the above titled estate,hereby acknowledge to have
reoeived from Mellon National Bank and Trust Company,EXECUTOR
ot the Estate ot EARLE R.FORREST ,Deceased
The sum of Five Hundred Dollars ($500.00)
CASH BEQUEST UNDER ARTICLE FOURTH OF THE WILL
and request Your Honorable Court to charge the same to me in the Decree
of DiBtrll~tion to be entered in said Estate.
In oonsideration of this advancement boing made prior to tho
filing and audit of a Final Account,I hereby agree to refund on demand,
all or any part of this advancement whioh ~be determined to have been
DATED tbiS'_-4.lLP,"",--;..j;?_P-v_·day of U <
1ll1properly lD8d~.
WITNESS:
,',LCG:mjk 31 2-6-70 Acct.No.101-383
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
HE:ESTATE OF
EARLE R.FORREST,
DECEASED
I
Q
I
RECEIPT FOR ADVANCllMENT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,RUIH L.RUIHERFORD ,being beneficla1ly
interested in the above titled estate,hereby acknowledge to have
reoeived from Mellon National Bank and Trust Company,EXECUIOR
ot the Eetate ot EARLE R.FORREST
The sum of Eight Hundxed DOllars ($800.00)
,Deceased
CASH BEQUEST UNDER FOURTH CODICIL TO THE WILL
and request Your Honorable Court to charge the same to me in the Decree
of Distrit~tion to be entered in said Estate.
In consideration of this advancement boing made prior to tho
filing and audit of Q Final Account,I hereby agree to refund on demand,
all or lUlY pert of this advancement which ~be determined to have been
improperly made.
DA'fED th18,_~1.;;,.3t.;;;;;h;;....day of February ,1970.
WITNESS:
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANSI COURT DI\ISION
J
RE:ESTATE OF
EARLE R.FORREST,
DECEASED
I
I
1
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,MARGARET FORREST BROWN,legatee under Paragraph
Second of the Codicil dated October 26,1967,to the Will dated May 23,1966,
of Earle R.Forrest,Deceased,dep.hereby acknowledge to have received from
Mellon National Bank and Trust Company,Executor of the Estate of Earle R.
Forrest,deceased,the following at the value set opposite:
Jewelry per appraisal $100.00
and request Your Honorable Court to charge the same against me in the Decree
of Distribution to be entered in the above titled Estate.
In consideration of this advanc ement being made at this time,I
agree to return all or any part thereof should it later appear that for any reason
said advancement should not have been made.
DATED this-t-r__day orM '19Ji.
J
IN THE COURT OF COMMON PLEAS OF Wi\SK%iIr.C'cIt COUNTY,
PENNSYL VANIA,ORPHANS'COURT DlVI SiaN
RE:ESTATE OF
IWilaR."'.,
DSdSASBO
No.
RECEIPT FOR ADVANCEMENT
OF 19
TO THE HONORABLE,THE·JUDGES OF SAID COURT:
,13EING BENEFICIALLY
INTERESTED IN THE ABOVE TITLED ESTATE,HEREBY ACKNOWLEDGES TO HAVE RECEIVED
FROM MELLON NATIONAL BANK AND TRUST COMPANY,~oa
OF THE ESTATE OF BARta a.l?<mRast
!be sum of ()ne tbOU$and OOl:tue
•DECEASED
AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF
DISTRIBUTION TO BE ENTERED IN SAID ESTATE.
,
IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING
AND AUDIT OF A FINAL..ACCOUNT,IT HEREElY AGREES TO REFUND ON DEMAND,ALL OR
ANY PART OF THIS ADVANCEMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY
DATED THIS -L.I_b_'_.__DAY OF
MADE.
ATTEST
I~I'''KI_'19 (~
...bi...·~'tV·ai.to••cA1socu_
~~£d(~
~J/(./7 0
TR'702 REv.11/ti91
LCG:mjk 31 2-6-10 Acct.No.101-383
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,OnPHANS'COURT DIVISION
HE:ESTATE OF
EARLE R.FORREST,
DECEASED
I
I
I
RECEIPT FOR ADVANCl!MENT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,PHYLLIS BINGHAM SCRIVEN ,being beneficia11y
interested in the above titled estate,hereby acknowledge to have
reoeived from Mellon National Bank and Trust Company,EXECUtOR
ot the Eetate ot EARLE R.FORREST
The sum of Five Hundred Dollars
,Deceased
($500.00)
CASH BEQUEST UNDER ARTICLE EIGHTH OF THE WILL
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In oonsideration of this advancement boing made prior to the
filing and audit of a Final Account,I hereby agree to refund on demand,
all or any pert of this advancement whioh In$Y be determined to have been
improperly mBde.
DA'fED tbie__....I ...b_·Jh-__d8..y of_..:./-:~:::.t;;:;.b..:..r..;:u~C{~r~cr __,19 7 c>::>
WITNESS:
'l'!{-7U\
LCG:mjk 31 2-6-70 Acct.No.101-383
IN THE COURT OF COMMON PLEAS OF WASHINGT~COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
HE:ESTATE OF
EARLE R.FORREST,
IECEASED
I
I
I
RECEIPT FOR ADVANCl!MENT
TO THE HONORADLE,THE JUDGES OF SAID COURT i
I,MAGGIE PATRICK ,being benefic1a)~
interested in the above titled estate,hereby acknowledge to have
reoeived from Mellon National Bank and Trust Company,EXECUTOR
ot the Estate ot EARLE R.FORREST ,Deoeased
CASH BEQUEST UNDER ARTICLE TENTH OF THE WILL
The sum of Two Hundred Dollars ($200.00)
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In oonsideration of this advancement boing made pr~or to tho
filing and audit 01'a Final Aocount,I hereby agree to refund on demand,
all or any pert of this advancement whioh ~be determin,ed to have been
improperly made.
1S cJei=DATED th1a,........=....;d.ay of ~
~.#'
WITNESS:
,197 6
;-"
LCG:mjk 31 2-6-70 Acct.No.101-383
IN THE COURT OF COMMON I::>LEAS OFWASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION
HE:ESTATE OF
EARLE R.FOOREST,
t'£CEASED
,I
I
I
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE.THE JUDGES OF SAID COURT:
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In oonsideration of this advancement boing made prior to tho
filing and audit of a Final Account.I hereby agree to refund on demand,
all or any pert of this advancement whioh ~be determin,ed to have been
improperly IDBde.
WITNESS:
7 '
L..
TH -70 \
'·LCG:mjk
,<I ,t .\..-
31 2-6-10 Acct.No.101-383
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVIS ION
RE:ESTATE OF
EARLE R.FORREST,
DECEASED
I
Q
I
RECEIPT FOR ADVANC:EMENT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,ROBERT F.BROWN ,being benericia1~
interested in the above titled estate,hereby acknowledge to have
reoeived trom Mellon National Bank and Trust Company,EXECtrrOR
ot the Estate ot EARLE R.FORREST
TheSUDl or Three Hundred Dollars
,Deoeased
($300.00)
CASH BEQUEST UNDER ITEM I,FIRST CODICIL TO THE WILL
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In oonsideration of this advancement boing made prior to tho
filing and audit of a Final Account,I hereby agree ~o refund on demand,
all or any part of this advancement whioh m,.y be determined to have been
l
improperly msde.
DATED thi8
.WITNESS:
i5"l:!!::daYOf~.l970
--,
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS·COURT DIVISION
RE:ESTATE OF
EARLE R.FORREST ,
DECEASED
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,MARGARET FORREST BROWN,legatee under Item SECOND of the Will
of Earle R.Forrest,do hereby acknowledge to have received from Mellon National
Bank and Trust Company,Executor of the Estate of Earle R.Forrest,Deceased,the
following at the value set opposite:
./
Stamp Collection $430.64
and request your Honorable Court to charge the same against me in the Decree of
Distribution to be entered in the above entitled Estate.
In consideration of this advancement being made at this time,we agree to
return all or any part thereof should it later appear that for any reason said advance-
ment should not have been made.
Witness:
DAT ED this ..2!l--day of -!,--7'!"'l:'~":,..:a<t~~)L=-__~,1971.
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
RE:ESTATE OF
EARLE R.FORREST,
DECEASED
)
)
)
)
)
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
NORTHERN ARIZONA SOCIETY OF SCIENCE AND ART,INC.,Legatee under
Item II,Article Second,Second Codicil,dated October 26,1967,and Item I of the
Third Codicil,dated November 22,1967,of the Will of Earle R.Forrest,deceased,
does hereby acknowledge to have received from Mellon National Bank and Trust
Company,Executor of the Estate of Earle R.Forrest,Deceased,the following
personal property at the value set opposite.
Art Collection and Other Prints $2,539.50
and request Your Honorable Court to charge the same against the NORTHERN ARIZONA
SOCIETY OF SCIENCE AND ART,INC.in the Decree of Distribution to be entered
in the above entitled estate.
In consideration of this advancement being made at this time,it does agree to
return all or any part thereof or monies worth should it appear that for any reason
said advancement should not have been made.
NORTHERN ARIZONA SOCIETY OF
SCIENCE AND ART,INC•
.'"
By:I/(;(/t~[~/jJ
ATTEST:
,/
...
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANSI C OURT DIVISION
RE:ESTATE OF
EARLE R.FORREST,
DECEASED
)
)
)
)
)
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
NORTHERN ARIZONA SOCIETY OF SCIENCE AND ART,INC.,Legatee under
Item II,Article Second,Second Codicil,dated October 26,1967,and Item I of the Third
Codicil,dated November 22,1967,of the Will of Earle R.Forrest,deceased,does
hereby acknowledge to have received from Mellon National Bank and Trust Company,
Executor of the Estate of Earle R.Forrest,Deceased,the following personal property
at the values set opposite as its full share described by the aforementioned Items or
Articles of said Will and Codicils,and the same being satisfaction in full of the bequests
to it in the Will and Codicils of Earle R.Forrest,Deceased.
Guns
Historical and Indian Artifacts
4 x 5 Glass Plate Negatives Numbered
1 to 824
3-1/4 x 4-1/2 Negatives Numbered
825 to 8190
Library
$1,420.00
11,383.50
3,296.00
22,098.00
18,482.05
$56,679.55,
and request Your Honorable Court to charge the same against the NORTHERN ARIZONA
SOCIETY OF SCIENCE AND ART,INC.in the Decree of Distribution to be entered in
the above entitled estate.
In consideration of this advancement being made at this time,It does agree
to return all or any part thereof or monies worth should it appear that for any reason
said advancement should not have been made.
DATED this fi'day of _...l.~'""-7l~~~;.(L<:>:loo4.t:.,1970.
NORTHERN ARIZONA SOCIETY OF
SCIENCE AND ART,INC.
ATTEST:
.~..J
,-~
Mellon Bank N.A~
Mellon Square
Pittsburgh,Pennsylvania 15230
December 9,1974
Mr.Russell Marino
Register of Wills
Court House
Washington,Fa.15301
Gentlemen:
Estate of Earle R.Forrest,Deceased
Account Number 101-383
Date of Death -August 25,1969
Your File Number -63-69-968
ELECTION UNDER SECTION 714,INHERITANCE AND ESTATE
TAX ACT OF 1961
Mellon BankN.A.,as Executor of the above captioned
Estate,hereby elects under the provisions of Section 714 of the
Inheritance and Estate Tax Act of 1961 to have the value of all
future interests in such Estate determined as of the date of filing
of this election and to pay the tax thereon at the rate of 6%.
Very truly yours,
/7/l ~vJ I2tr~.ott
Trust Officer
AWO:ROJ:sjf
J
,\
L.C.Af'DLEMAN
TRUST OFFICER
MI.Rune!e :If.OBI uwn
·~ell:~-~~;~.~~...·__.'1...._••-_.-/\1
Vla5hlrq'')n O"lce ~
South Main Street and Cherry Avenue
Washington.Pennsylvania 15301
March 13,1981
009355947
U.S.Postal Sub Station
2601 N.W.X-Way
Oklahoma Cit,OK 73112
Dear Mr.Brown:
E.Forrest for M.F.Brown -Account No.202-549
We are pleased to advise that as Trustee we have filed our First and
Partial Account in the Office of the Register of Wills on March 12,
1981.This account has been assigned NO •.c-63-69-968 and will be called
"for audit in the Orphans t Court Room at the Court House1l Washington,
Pennsy1vania,on ThursdaY1l May 7,1981..you may be pres ent or
represented by counsel if you desire.
A conformed copy of the account is enclosed.If you have any questions,
please let us know.
Very truly yours1l
LCA:rpw
Enclosure
.------_.._-----
7 [1?fIVI'/GflO '.YW/~F~·
I
I
I
I '
"_1-...1
MELLON BtlNK N A
SOUTH MAIN ST.AND c'HER~Y ~VE
WASHINGTON p-r'N"•.•l:.'/."YLVANIA 15301
March 13,1981
Very truly yours,
y (l~&?L_-.-,
W.J.Schmitt,Esquire r
51 E.Foothill Boulevard\,
Arcadia,CA 91006 ,
\:Dear Mr.Schmitt:/r--__:_~
E.Forrest for,M.F.Brown.~nt N::~9'
We are pleased to advise that a.t ee wej~'ave filed our First and
Partial Account in the Office of t .e egiste:r,PI Wills on March 12,
1981.This account has been assi ~No~63.69.968and-will be called
for audit in the Orphans'Court Roo~ftlie Court House,Washington,
Pennsylvania.on Thursda.~198~
A conformed copy of the account is e closed.If you have any questions.
please let us know.
LCA:rpw
Enclosure
\
\
SCHMIDT &ALLISON
ATTORNE.YS AT LAW
j
"
H.GILMOR"E SCHMiDT
JONATHAN ALLISON
438 WASHINGTON TRUST BUILDING
WASHINGTON.PENNA.15301
April 30,1981
TELEPHONE
225-5010
AREA CODE 412
Mr~Robert F.Brown
#009355947
u.S.Postal Sub..Station
2601 N.W.,X-Way
Oklahoma City,Oklahoma 73112
Dear Robert:
Estate of Earle R.Forrest,Deceased
No.63-69-968
Mellon AcCount No.202-549
I am replying to your letter of April 21,1981.
You have received a copy of the First and Partial Account
filed by Mellon Bank N.A~,~I'rustee of you;r.9randfather's
estate.
This Account has been called for audit and will be held
by Judge Terputac at the audit session Thursday,May 7,
1981,commencing at 9:30 o'clock A•.M.,EDST.
Mr.Addleman is forwarding to you this day a copy of the
proposed Audit Petition which sets forth inter alia a form
of Decree which awards 1/3 of the accrued income to your
sister,Carroll,and 2/3 of the accrued income to you,as
well as the oil and gas properties and real est~te in Te~~s,
and directs reawhrding to Mellon Bank N.A.,Trustee,for
further administration the home property at 205 North.Main
Street,Washington,Pennsylvania,and the investment securi-
ties.The administration of these assets would continue
during the life of Mrs.Alma F.Hiller and upon her death
the Trustee will file a Final Account awarding the remaining
assets as directed in your grandfather's will.
The purpose of reawarding the real estate and the investment
assets to the Trustee is to carry out the directions in your
grandfather's will to contribute $1,200 toward the funeral
expenses of Mrs.Hiller and to maintain the home and the
personal property therein for the use of Mrs.Hiller during
her lifetime.
'"
SCHMIDT &ALLISON
Mr.Robert F.Brown -2 ..,April 30,1981
At the Audit hearing we"will ask Judge Terputac to sign the
Adjudication and Decree as.submitted.
In answer to other of your questions no one has filed any suits
or the like involving this es"tate since Mr.Addleman'sletter
of March 13,1981..
Also,with regard to y.our sister,Carroll,she and the executor
of your mother's estate have received copies of the Account and
will receive copies of the Audit Petition.
We have had no communication from either Carroll or the executor
of your mother's estate.
You are,of course,entitled to be present at the audit hearirig
and/or be represented by an attorney of your choice.If you .
do not appear or are not represented by an attorney at the audit
hearing Judge terputac will conclude,I feel sure,that you have
no objection to the course of action proposed by Mellon Bank,
Trustee,and he will proceed as though you had consented thereto.
Very truly yours,
JA:J
cc:~dge Thomas J.Terputac
Mr.L.C.Addleman
JunCoES'CHA:'-lnERS
COURT OF COMl\ION PLEAS OF WASHINGTON COUNTY
WASHINGTON,PA.15301
,,'~2
THOMAS J.TERPUTAC
JUDGE
May 1,1981
#009355947
U.S.Postal Substation
2601 N.W.X-Way
Oklahoma city,Oklahoma 73112
RE:Orphans'Court Case #63-69-968
Dear Mr.Robert F.Brown:
I have received your letter dated April 21,1981,
concerning the above Estate.I have contacted Attorney
Jonathan Allison and it is my understanding he will answer
the questions posed by you.Since this matter will be
presented for my approval it would be inappropriate for
me to comment further at this juncture.
Sincerely,
Thomas J.T
TJT:mlf
T /-Vt/VI<Y(J f/fo(\YOtl!\Rf5P~)(
.r G!irV /1P(J(G6 0 1/tTo ~/IIJ)Ufrf}6~5T/j/V{J )!at/~fOS'IT/Ofr':"
I
J WOf/~D //PRfeG//jTc Yf)tI«S6N/)tNG-/YJe THe
P/1-~TJ CUL---f\f(,5 ./}T "THe GO/VG(..,t!;f/O/V Q r THe frfa CEcf))/J/O,5
I
TH/1/Vt<YOLle-
,......~........,.....'"-~
i,'¥i';'~'"'."....~':'·~·~.t;_·~··. ',...'.....,-".,.'~-..........,..,,,~..\/''''"''~'''''"'''.'''"'''''...._~~.
*O()135~Cf't7
V,5,1+:1:5T/l1-5118 ST/!,
1k>(J/A lIv.X-w~y
O/{I.,,/I.C/T~Ol{~/f,
731/2-
'?O/V/1TH/f/l/~L,L,I 50tV
/'0 5 G HftJ/or ~A/.,;L,150'/v-/}TTtJf</VeYs
If 3 g W.l15H {/V~rt:JfV T(f't/;57 BL,[)G.,
w/tJ"H//V6-TOfr PE/V"'/V/7.15'30/.'/
f?(5:c/lse /YO,#-G 3-~1--Cf0g"
/J!JeU-O /V/J cc~=#:-1,01,-Stf 1
"TH/t/VK YOv FO~YO{/~[,ETrer(()/lleO
Q-30-if I/V !TE5PO/ySc 10 /Y}I/J/c 0 r t;-21-f>11
.
'VVH/IT Yoo 5/fY l.s"'SVSPt:lSc Tt:J H/1,PfJe /l/
[,;,001(.5 :,:5/1TI5F/lcTO/<Y /thO .;:.C/7/Y'T f)/scC:(f/,/
/t/vY /)/ee/}FOf\/hY H/!fl/VG-/7 .t-/1WY8/(~
'r H./tve-O/J!£QU/5STlc1/'/,WH/fT IF /IT
50IWE FOT~f5 11/Y1c G WSf3{(5 .1 YC/7(\-l/'/HM--evCj\.
/tUjlIT ~t.,,/l/I/'1 5.~e-<!TS TO /J/)t)VE To /1/'/'
/t PItI\TI1IJ 15~c(J/VOO/'YJ I/Vt t//YI;f?c T/1f~/115/VT !-IO/Ylc
eCT:HtJ-Vt/'TH~/V l/VIL-L-TH /5 E Free r
Df 5T(f.rbf/T/O/V OF THE 5ST/jTt3,V
TH/f/VK You,
May 6,1981
Orphans1 Court
Court House
Washington,PA 15301
Gentlemen:
E.Forrest for M.F.Brown -Account No.202-549
Mr.L.C.Addleman of Mellon Bank,N.A.,has furnished me with a copy
of the First and Partial Account on the above listed trust and advised me
that this account has been assigned No.63-69-968 and will be called to .
Audit in the Orphans I Court Room at the County Court House on Thursday,
May 7,1981.He also advised me that I may be present or represented
by counsel if I so desire.
He has reviewed the Account and the Audit Petition with me,and I approve
of the proposed Petition which will enable me to remain in my home and
the immediate delivery of the Texas real estate and oil and gas lease to
Robert and Carroll Brown as their interest may appear.
Alma F.Hiller
/
~~~--~~-_.........•.•~~~~.~
j
..
#000;3SS-1 'f 7
CI.5;PasTA (,5(/8 3J;1TKJ#
UCJI A ~X-w~y
ej(i/f,C I rJ:Q)(~-'1,
7J/IL..
THE /-IO/?/d</lIJ~c cJvlJGC THcvYV1s 0'1 Tclf pUT/?G
WAS,4I/V6TO~COI//VT Y cClV«.7)70t/,fc
W/95111/V~TO/i;pe/V/VA./S30t
></r;r/......r~/~~'T:"~A~~~~{J.q /~('--~'-~~~,'~-~~"-;>,,·!)~~!::J!)~..~_(~~JF~_~~lC:~~1 /~-r~~::.=-~.~~J
cJ(fP/1,4jV£$GaurT cAse ..u.GS-bY-Cf6CC ~-~/---~-~.
1\'.'I.
"."
,..',..,.~
~11 ...•
,...-."'\\.~,-""
t.:,_"'~.L .'
~\"'",i ..-:-. ,
~,,
.
,/I/JPU-/JIJ/1/v~.J\,!L--eTTe/('0 F ':3 ~13'-'k/;-':lG/-raj/I)j{/YC?WU/)6-c
'17//5 AJyygoDJi 'F/I-!5I):"-/1/vY SCi7'.5 ';bX'(THC ':~lt(e
5/frGc~.rH/jT~TJ/l1 E?'IF's.;;;;I ·6C7~.Z-()'ttlt/PLl51So-
~/eF./i(tff Cl/V'.rrl~-)je'T/1!i?'',."'.".
~~~.~..~~~.........•••~~.
\."\-)"..\....~.\~',~."..~,',",..-
-,
:-......r\"t)c •\ \ \...
-''\
~Y-;;-L-L91 >1/-(1-dO -l)/V:-LS -81-J1.
11/>S:;;J!dO-v /l/J!I1.L;:;Y :JHl /1/1 O;;t5SdJ}J)(;l ~I/
~S>¥.~c/P7;;;J/l/VE 4H-l >S9Yr!(JV 1'i/9J.191 'Yf}oj
~/l/'//1/I!:L./I/'O'J 2c/t<"Z9/l/l/.9 ~fI.1 NO ..2 W I((I/AlV ,'\."
---L0d J.OA/P(J·A?d'~¥»/lPj -?A/!>'s~J1J(/V /l(1 /s.Y
,'~.\\,
,
"
.........,\\',.
H'
,,~t
,~
...,
."-".._t',\''".'~..•j',
#/?ff)I "1 A d /U tin_'.
#-00 '1 3 ~S-1 4 7 ,;.-I~I,
UIS.Po S'T,4 L ~()g S T 1+TID IV I
2bOl N.VV.X-WAy I
ok~A tJDMA-C /7'(.0 Itl.ltIfOM A-73/12I,
fIRE =()It (JHA IV 's (.Of,)Il.-T (A f E.#6s-6~-9b~
I
DellI"I1r.Ro be.--t f ~Y'ow'yt :
1 ~~:J~~LJ;:)Ad21..J1fl
~A~~E~.T~~
Ir~T ~AL-J,d.~q-~-
'I ~k-.J~A~P-=d-4--
-Y-f"fA-.LA~~k-~~• I
,
-r=r~~~L--''.,"'f<-,--.t 4
_~~~~J/!L~,
I
,
i7TT I
I
I
i ,
II ,
I~
"
l I
/+~f~,~.
"w»:~e--I'~
/'-0 ~r-;-I---J
#~~~
~1~
~~~~/~
~$60/~vD ~H~~
~~j!-Ib%:>"
Wherein the said Watcher is a qualified resident and a qualified elector,by
THIS WILL CERTIFY that .
has been regularly appointed a W A T C HER in and for the election district of
to serve at the MUNICIPAL PRIMARY ELECTION,TUESDAY,MAY 17,1977 in
accordance with the provisions of the 417th Section of an Act approved June 3,1937,
P.L.1333,as amended.
IN TESTIMONY WHEREOF,we have hereunto set our hands and caused the
seal of this office to be affixed as of May 12,1977.
party or policy
County Board of Elections.....9
REPUBLICANrepresentingthe
who is a candidate for the office of
1Il1Iu.aqiugtnu aInuuty.Jruu.ayluuuin
DlIusl1iugtnu,Jruu.ayiuuuiu
OFFICE OF THE COUNTY BOARD OF ELECTIONS
"',~\;.~\",'.'~~:t..:I;,
.....':~:::~·LC.h.lu~~6'~tJJ,,~{f:::::·"=·:~;!~}
c','ij"r.'._..••••,.~<¢",....:~.Stu nC\l...~~,..;."
,'~·"Uo!.\\4\~'\'\'
f:-LU f:-C>.-lI-f:-~«.-l
>0U<~-~L.1.-=ן-m~0:;J~LU ZU0...~Q~(J)...;l~-0:>0~LU <~:I:...~
U ~
...;lI-<e=«Q...
~~
\
iff and placed in the Washington
g on the alleged violation can be
By the Court:
r•--.j
held ~
I
Richard DiSalle,Judge ._.._~-
~
7T1tdr
~1/4 ~
~1/~~~.-y -0 V(
~'J 0J-I ,. I ..
,.
-...l-rll
/
/
/
/
_::WSSA.r
2-2-5'-.SOiO Y~!.D ~
~tPF~L;;~44,"~
~.~.
J-d ~..-:L ~"'7J>~
~~Ck~)~Qt1?~
.M-~Lt-~,'~
~----..;:"
.,:~.,,-jI!!'P
..-=~-s
---_.-.='"-"-~,----~'~4 ,-Z"..".-------
m_www a•
\
!
•
"1
THE HO/llOf</JB~~~uO&-c THO/VVf5 ;r.TERPt/T/lG
W/t5HI/J!&TO/V .COC//VrY C{j)bi<,HtJi/5E
W15HI/'VGral1l;..P6/V/V/I
1S'3{)/
•.f
-------~..-~-.-
~-----
,
,------
~/...-=......---'~_..-r~'.------=--.~.-_
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT DECEDENT COUNTY OF-----w:We.AiS~hi~~ng~a~t~onrl-._
IMPORTANT:This return must be completed in detail and filed in duplicate,with all attached,with the Register of Wills of the
County where decedent resided;Return is due within nine months after'date of death,unless an extension is granted
by the Secretary of Re'ienue.(Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late of -----.JW~aalB~h[£;',...n::q69tr.tO;nnl-._
State of ----Jp~e;;:j%J;l,ln""81;';.~1J,d.&.'¥-rcoa~n:~:l.-C1ao,-------,}
County of_---..:!W~aG~.!!!h~1~ng=t.=.o~n~:'55:
}
AFF~D.AVIT OF
----~£!jEAa~rI"JJ...~Bt\.....,-lF~O;.ll"'r.:Jr~e~8~t~--~-----EXECUTOR(STATE FULL NAME OF DECEDENT)
County ~
, , .Arlie W,Ott,'hJJst Officer of Mellon !arm N~A,~of the estate of the above-named decedent being duly sworn,depose and say
Executor
Decedent died ......A~\I.Io1gI!!i··J.jn~autL.....J.2..SiL,,19...6SL-{~es.tate leaving a last will,copy orwhich is hereto attached,,}.
(MONTH)(DAY)(YEAR)'~
Name and address of attorney or }
other authorized repres.entative to whom
all correspondence should be mailed.
That as such Ekee\tter deponent is familiar with the affairs of said estate and the propertyconstituting
(EXECUTOR-ADMINISTRATO R)
the assets thereof and their fair market value.
I
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or
as agent o~deputy of another,or in decedent's Individual n~me,with right of access by another as agent or deputy,with the
exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
Mel)on Bank N.A,Wa$hln
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents .of said safe deposit box or boxes ar~itemized under Schedules .of this return,
wi th the.exception'of the following,for the reaSOilS hereinafter set forth:
That Sched~/e A attached hereto and made part her~of sets forth fully and in detai I all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at
death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the
columns provided'therefore the assessed valuation of each of said parcels,the estimated market value thereof
as of date of death of'decedent.
That Schedule B attached hereto and'made part hereof sets forth fully and in detail all personal property
wheresover situated o.wned by the decedent at the time of death;all moneys left by the decedent at the time of
death,whether in decedent's immediate possession,standing to decedent's credit in banks of depos~t,savings
banks,trust companies,or.other institutions,whether individually,or in trust for any other pe#t,.f"~;;\or,p.e~soi1;/;~
\-\"II r.'I''"giving also separately the accrued interest thereon,if any,down to the last interest day pri~'!o'·d·e'ced.~f.t's~"~
death in tne case 'of 'savings banks,and to the date of decedent's death in all other cases;ail:'bonl;is,poStal
savings,treasury certificates or notes and other evidence of in4ebtedness of the United(St~.:.es u/the l~e
cedent;all obligations,whether by statute or agreement they are designated as tax free,offtthe-gnited Stat.es,
or any state,or political subdivision thereof,or of any foreign country,which are owned at'L1):e.ii'~fe'/oi'!de\ath;'.
all wearing apparel,jewelry,silverware,pictures,books,works of art,household furniture,honl~S;cardages,
automobiles,boats,and any and all other personal chattels of whatsoever.kind or nature,left by decedent,
together with the fairly;estimated market value thereof;all bonds and mortgages held by decedent and,of all
claims due and owing decedent at the time of death,.and all promissory notes or otherinstruments in writing
for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if
any,giving the face value and estimated fair market value thereof,and if such estimated fair·market value be
less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys
payable to the estate from life insurance policies carried by decedent;all annuity and endowment oontracts
the proceeds of which were payable upon the death of the decedent;all and the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death,with the market value there-
of at such time.
...
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such.interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or husiness.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and 'just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequ~athed by the decedent at the time of death.
The Schedule C attached hereto and made part her~of sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,Within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in posses~ion or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received,by.ea~h transferee and
all other facts of a pertinent natur'e regarding said transfe,rs.In the C!l.se of .transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a coRY
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,Which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or 'any power of appoint-
ment vest€d in decedent,either individually or jointiy,by the will,deed,or other in'stri.Jment of another,
with ~copy of the instrument creating such power attached to the schedule.
,'
That Schedule 0 attached hereto and made'part hereof sets forth the names'and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the n~ture of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent't1 death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to 'the beneficiary.
l"That Scf>edule £attached hereto and made a part hereof sets forth all property,real and per-
son/l.l"'oWned-by the dElcedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the ,date ~nd place of record of instruments effecting the vestiture of
real estate and the date of acquisitio~of pers'onalty,plus the name,address 'ahd relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Ilnpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except .tl;lOse allowed under Section
651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga-
tioris,if any.Itis agreed that the ,fiduciary will present proof of said claimed obligations upon re-
quest that if the amount actually paid in settlement of any fee,commission or debt is less than the,,,
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and '"F"'as directed therein,
have been carried forward and properly registered in the Summary.
Subscri~dand sworn to before me this .-.~4~.··day of .~Z 19Z1:
···..·..·····r·..·..···..··.·/·~·L4.~~..(/';..'
....'rfANE.B.MIl 'I
Was~rngton,Washington .,Pa.
,Mr ~6'1'fmoH.ssron·Expi;~September 26.1971
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family ~orporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain .that,column #1 in the "Summary"has been properly completed as above-directed.
RC C-3~(4-73)
COMMONWEA:LTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
SCHEDULE "Au
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Property held by the decedent as tenant iin common with another or other,shQuld be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only.(Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule HE.")
li1:~
·1
iI
\
II!!
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In thIs space)
100.00
,(2)
36,600.00
ESTIMATED
MARKET VALUE
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;Ha farm state number of a.
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule IIF"and must not'be d~ducted from this schedule.
•AU tnat cenaln lbt 01:'»1ece otSl"OUft4 oituate 1tl
the Secon4 Watd ot the fit)l'ot waab1.n,gton,W'ash1ns-
,tQn COun~Pet)n'¥lV8n~.htW1ng eJ'eet$4 tbe:r:eon
a'two and otle*ha.lfetol"Y b..1ok dWel11nsand a~e.ra:
6«U»$ge known ,$I 205 North Malt),Street.,
"~-------
.~o"edin Deed BoOk VQlume 580,Peae rl57
12.The uncUV1ded t.hree..~t..tnterett 1n 'aU.the.t
certtrln lot or traQt of land 81t_te 1n the
~l"".lfard of theCit1 of We.e~on,Wdb&nstonCounty~,Penn$ylven1a(Stlbjeet to'the'Ufe _t..1;.ot
Alma r.mUer 1n the 1/3 of the liS in~.e.t in t11
whOle property :LDl1e1'1ted by ~le It,J'orrdt u/y
of JoSl'1U$ali Fortett)I haVlnS ex-ected th~eQn a twQ
on~h~f "tory bri¢k build1na known aa the ~eet
PtQperty at58!1i62 NQrthMe1n $t)"eet.
itecor4.~n Deed !look Vo1.\UIle 6'7.Peae 29&an.'
Deed ~Vol~e922t ~e 6l.'-;I(~
3.$'he und1'\l1,.d$ione..balf lnt91'elt in aU th~t
~rtetn :Lot 01'tract of 1~4 a:ltuate i.n the ~h1~
W~of the C1ty 0'1 wtL$hhatotl.WUb1b8tQI1 ·COunty,
Penneylvenla (SUbject to the Ut$.ta.te ot Alma.
F.H1Uer 1n the lIS of·the 1/3 "at_eat 10 the
.whole proP~ty lobertt$<1 by Barle a.Fon~lt W.
of Joahua'a.Fonte.t)hav1ns treated thereon"
th%'ee lton brick building known.the Boberta
or Theatre Prop,erty $t 66-1a Nonn M$1f1 street"
Record$!1n Deed Book V01UDle 6'1.Page 2~and
Deed Bo(>k Volume 922,Pagi:t 615 .
4..AlJ.tbat ctl"ta1n lot or tract of land$1tuate 1n
the Ul1rA W$'4o't thtC1tyot Waehington,eounty .
0'1.Wa8hlnston.Penneul'V'tJld.t.knowo ..153"orre.t
AV'$1ue.
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or d~vidends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
J
DEPARTMENT VALUATIONl
(Do not write in t
this space)1
1 ,
I!i'
,
If.~
i
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
Rcc-.36..,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_N_O,---
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No .
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
.(b)What was the transferee's age at time of decedent's death?___
(5)'~id decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
,.therefor Under which transferor 'expressly or impliedly reserves for his life or any period which does
'not tn fact 'end'before his death:
(a)The possession or enjoyment of,or the right to income from the property transferred?
(Answer yes or no),No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
,inyom.e therefr9m?(Answer yes or no)No
(6)If the answer to (5)(b)above i's in the affirmative,state whether the right'was reserved in decedent
alone or others __---,-----,--,----,-__-,--:-_
(7)Did decedent in his lifetime make a tran'sfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~Q
(8)Did .decedent,·!i.tany time,.transfer,proPerty,the beneficial enjoyment of which was subject to change,
pecause of,a,reserved power to alter,amend~or'revoke,or which could revert to decedent under terms
of transfer or by,operation of law?(Answer yes or no)No
(9)If the answer to'(8)above is in the afrlrmative,was the power to alter,amend,or revoke the inter-
est of the be~efici~ry reserved in the decedent alone or the decedent and others?
(Answer yes or 1'10)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the.death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
.transferred,it's ,fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to 'decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
,ITEM DESCRIPTION MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
NOQ
...
RCC-38.'.~.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.SCHEDULE"E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi til another or others,including intangibles,standing in the name of the decedent and o.thers.List
real estate first,as entireties;or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the dececl.ent.
Description of Property,Date of Acquisiti()n,Name unit
Address and Reiationship of Co-Owners,and Place Value
of Record of Instrument,where Real Estate.
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
MelJ.cn Bank.N..A~.WaebingtonOtf'lce
Checking Account No.3li$89124 ~.615.i
t1;retrodel'e!Savi.ngt t\n4 :140M AsBoCl$tlOl)
ofSou.tb Pe$e.d~na,CQiforn:la..
Sa;nngs Ac¢ount S.5987 ~.OO7,9
(CJ,Q$ed 7/29/69)',
Bill the e$tate.tor the tax on the above,.
jOintly owned pi-oJ\eJ.'t;y.
~,"I
50
50 1.003.89
\'\.
'1~,j ~//,7 ,
Insert this to tal opposite "Jointly Owned Property",Schedule "E"2,811.1.1 ~>I ::'':/
in the "As Reported"column on the last page of this return.
..4'''''1 .'
RCC-37 (12-63)·
rOl\tl'i10~WEALTIl OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
\
h
.1
3
6
7
8
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
...ll.....................d ......'"...40.........4 :C!...4 ........I......X·.....AA....+T.......£':0 ~"ln I\~,
."~-~'"'".,.
Fluatatt'.A",..t ............'~,
•>~Ut ....J!,..1:l!......4 ,+u .'1 tVV\nn .x ,
......T"',
1d6§'h'l ~I,.,..
d!c:nn nt\Y(Ph.vllla Bi .....None YtaB
_..e.'lA.·R~Yo:'\Wk /
MAd'trie Patrit'!k RonA Yta8 aaoo...oo I/{
WacL..•ton.Fa.\
Ruth none V~a ~()(t 00..;c....-L.Ruth,.Pe.£.\
A_..,I-.YAA *\1!'2tv\f\f\~
I:i'i A'r'1.1'-'_i.
,..,
....,."l'!A o"nc;
*D_..4 ..........,•.,..;Il t,/"J1'\...........~,.,..d!~nn f\t'I ~'ll'.....YAI1 ..
t ,
~~6 N.W Qt.h,....-/
"
Oklahoma C1tv..OK 7U06
'*m.an '"Two thirds la,-q)residuBr:V 8siate t?).~~,.,..lrf'fI ~
I"""",,
A'hnA 'Ii'U.'11 ......04 ..+"",...Y~A *•.."......"'-~
fIt-mAv ~,.'t .tttYl t her .....l.ite eata.te in.205 N
Main Street and all tantdble 'Dersonal J.lrODer't .y conteJ.nel tbeteio-
in l~.I:iO}
Marl>la.'r~t Forrest ~.DfNghtElt'tel t>$1.244.16 ?
~O'5 oak Street .."
f
San Marino..CA 9u08
..i)........,f"'d@])'..in t8ml'ib'e 1:)0r1l0nel.nl'O'DElrty at 205 N.Main Str«et
,~,,M ..c:;/')\..11M;":from rEt81d.:uat'VA8tati!~.tor 11te.'
~""'l!!I4 ...",a 9",..-.A
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
(Executor-Administrator
must complete "As
Reported"column #1.)Will (63-69-968
Administration )No.Year
Dl THE
-~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
·FAr1&.·It·.Ferrest..Deceased
Late of .Washington
/'....r;
f.-r
.0
...-'
I
i--
o'"'otiltil..,
~g.
~
~til~~it
~o ..,""0 :xl...p!(!J ctla~~e:.
....(;"::1 ""0
'!<~e:.a
$?""0 '"0Sa(!Ja.].<J:
~~
Witt
County of washington
Commonwealth of Pennsylvania'
REPORT AND APPRAISAL
U)c:::=::=::>:xl-->-<w U)U)n r'l?"'?"'?"'
c:i t ;>
~~~-
-0,-0 -0 -0 -0 -0
'Vd '·C~),\,'i ;')hIHSVft\
STl ;/.1 j C ':!!Sj~]d
(;il•.:(~.;;';1i ::SsnH
i.,
till~
',-:
~())t=..,
'~....
~,~~
~~
ojt."":xl_\0 .0::>ctl ......
tN :0 '5-~w'"'.-:,....en 't;.~-,.,,-
;-.t-.--
El 1 ;:',,/\'.'1'~lI~,j U ,.;i,.\jO~q.~
,,n -,'."/f .I\,-~I 1 ON,
-:-J •......__;.••iIl-,..t~
-0-0-0-0-fP->-0
>til
t:ltt_rtl'V'"'-~.::l8..
",;.'"~"
RC C-81 (6-73)
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MELLON NATIONAL BANK
(Executor or Administrator)
In Re:Estate of EARLE fl,FORREST
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
/
vlASHINGTON County -Fi Ie No.63-69-968
Dear SIR:
You are he re by notified that the_'_----=.OR""'·=:IG=-:I=NA=L~_
appraisement in the estate of EARLE R.FOHREST
has been filed in the office of the Register of Wills of WASHDlClroN ,
County on MAY 2,,19.74-,Said appraisement reflects the following
valuations:
Real Estate ~13o.L.L3~i.~803:!!oe;.!!._'=1~2!!...___
PersonaI Prope rty -----.IlJ~.~7~,:!!j.9.3""1.....e-lff7'U-----
Transfers _
J 0 inti y Owned --------L2'-+J.oS.1J~.71,.....--
Tota I -------~284~J~54!I.C6h_.~70J..---
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.5.2485-1001,P.L.37~}~Dat~,A)/:t,lf:S;gned~Q •
A ..---
.Ti tl e ~.4...<.----S:..-UL J -:..L.
DATE OF DEATII:AUGUST 25,1969
Note:This is not a bi II.
~~---~~~-~~~~~~~~--.
..,
RCC-39 (5-68)
"COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of FORREST,EARLE R.
(Last Name)(First Name)
SUMMARY
DATE:OF DEATH__8-2__5_-_69__FILE NO.63-69-968
(lnitial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_A_S_H_I_N_G_T_O_N _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each itern in the last column to the right in Schedules "A","8","C",and "E".
Dated:_...::.MA=Y_2..:...,.=----=1~9~74...:....-_FRED TOSI
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of WiBs in and forWASHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amoums claimed by deponem,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
VALUE AS REPORTED
$------+1--
-----i~
~L
VALUE AS REAPPRAISED
$
284,546.1 70
Valuation of life estates or *Bill the estate for the tax on
_____~~e.jointly-owned p~:v
FOR USE OF REGISTER ONLY
Tax on '$---------4--2%
Tax on $---------4--@
Tax on $5%
Tax on $----------1--~
Taxon $~
Exemptions *
Total Estate -+.__
TOTAL TAX
$
$
$
$
$
$
COMPUTAnON OF TAX
(*)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===
TOTAL TAX BALANCE :-1f--
PAID $....Je:
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ----Ie$-----IAMOUNTOFESTATETAXASSESSED$.
Estate tax paid $I
BALANCE DUE $....JI.-
Add interest at rate of 6%from
------\to-----
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
EARLE R.FORREST
Deceased
Late of WASHINGTON
County of .WASHtNGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"",
"
~
,;,
..
~
4
Fonn RCC-2.-:.-
~DEPAR1'MENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMON'fvEAtTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
•.WA
1-1AY 2,1974
DATE ·················WASHINGTOif··..····..···········
COUNTY 6J::69;;96"Er _..
nLE NO __.
Whereas,WASHING.l'.ON late of .
in the County of · · ··25t-h-·········..·..·kUG:UST·..·········..·..·..Common"'69lth of Pennsylvania,having died on
the day of 19 ,seized and possessed of an estate
subject to Inheritance T8fllR\!DdEl~Sl.Ie laws of the Commonwealth of Pennsylvania;
Therefore,I,,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 lnterest 1n thls estate ls transferred ln possesslon or enjoyment to collateral helrs of the decedent after
the explration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the rlght to appralse and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
_'::.'I~n.u.L.L
Unit
Valuel
$
Apprallement
Made for Inheritance
Tax Purpaul
.1<.133,803 12
~.::iLiH<11 .1<.Il.ljll <iF APlRA1SEHEN'I'
.......Yr"''''''
147,931 87
2.811 71
~.~.~~-I-------------------------------<f'J.lffi"vJ.+.:r'u+....:-------t-----tt---~~Ot:-4.,oftt'4#04'1('f'I--U
WASHINGTON County
~..
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EARLE:"R.FOHREST
Deceased.
Late of
yJASHIUGTON
Date of Death,AUCJJ.$T.;ZS"l9.6.9 .
Appraisemellt Docket Vol.,3.7.~~5Q~.
Page,No 63-69-968
Filed in Register's Office,&1 2.,19 74
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.
Entered and charged,.
i
1'.
,
~
"
.'
..
i
AND AGENT OF TME COMMONWEALTH
Register of Will.,Age.!vJ
DEDUCTIONS ALLOWED IN J
THE SUM OF $t+!(~911!'?Y
DATE APPROVED .\\.~')jf:1'i
(RA~~
I
#63-69-968
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF TME
REGISTER OF WILLS
,.;;
OF WASHINGTON
,\\
Fo,}RC C.I~.
ESTATt::OF _E_A_R..;..L_E_R..;..;:...._F_O---::R...:.;R~E_S_T L.ATE OF _W;.;...;;;.a;..;;s;.:;h;;;;i;;;;n.g>-:t..;:;o..;;;;n""".---'-P....;e;;...;;nn=;;;.sy~lv.:..;a;;;:;.n=ia"'--_
DATE OF FILING APPRAISEMENT DATE OF DEATH _A-.;;;u;;;:gl.,;u;.;s;..;t;".",,;;;2~5-l.:......;;1~9:...:6:..9~_
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT,VOUCHEtit
~7 7
Sept.18 Florence H.Coup:Nursing ser ices 120 00
18 Pittsburgh National Bank:Lost 1 ey for Safe Deoosit Box No D-3 ?1:\0
26 Piatt Funeral Home:Funeral e tpenses 2 136 00
30 Francis N.Arbuckle:Nursing f ervices 210 00
Oct.2 Malcolm L.Mor~n.Coun~Tr ~asurer:1969 WashingtonCountyPersonal'rooertv 'ax lAA 0(\
2 J.Douglas Corwin,M.D.:Con ultation 15 00
2 Dr.Nathan K.Grossman:Serv ces 10 00
2 Dorothy B.Morrison:Nursing ~ervices 240 00
2 Betty G.Mehalko:Nursing sen ices 60 00
Malcolm L.Mor~n,coun~'1'r asurer:..I:-'enalty on 1969 Washin ton2CountvPersonalropertvax 14 48
2 Smiths Appliances:Charges 9 39
2 Westerners Publication Fund::E ooks 45 00
3 James O.Tarr:Services 18 00
Katharine Bartlett.Curator:1'11<rthern .arIzona \::)oclety 01 \::)Clence
6 and Arts,Inc.:Transportation ~harges 13 95
6 The George Washington Hotel:J oom rent for Katharine Bartlett 131 44
6 W.R.Morris Detective Agency Guard services 840 00
9 M.D.I S Associated:Services of John Pirris,M.D.25 00
22 The Washine:ton Hospital:Hospi al services 6 88
28 Evans Studio:Framing Indian p.!oint,ashtray,and watch FOB 71 25
Nov.3 Frank F.Nicholas:Appraisal h :>u sehold e:oods 15 00
17 .tiar~.K.LioOk,LiltY.Treasurer !'1b'1 school tax on
$26.46233urtonAvenue.WashinQ"ton
Penalty 1.32 27 78
17 M.W.Graham.M.D.:Services 80 00
17 John C.McGinnis.Jr.,M.D.:Services 30 00
17.Washington Manor:Final staten ent 249 50
Dec.2 Arch Waugh:Appraisal of guns 20 00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHING TON
I,Arlie W Ott,Trust Officer,Mellon Bank..N.A.
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Ea e R Forrest
INHERITA/llC::E TAX PURPOSES•
...'\..
"",I •c:2~~.-,51WOI'I.~BED BEFORE ME THIS ¥~DAY 01"
L_~sa~."'.//--J.Notary Public
".....v ,,r.:-~",'JANE 8.MIU.ER,Notary PublIc
..'":ashingto.n,.Washington Co.,PtI'.
-YCommIssIon Expires September 26,1971
HEREBY CERTIFY,THAT.TO THE 8E.T OF
DEBTS,FUNERAL EXPENSES AND EXPENSES 01"
"¥.
Dec.11
12
22
1970
Jan.5
21
26
Maggie Patrick:Wages
S.Whites Sons:Grave marker
Bernard H.Berman,M.D.:Services
Alta M.Liggons:Wages
Annex Pharmacy:Drugs
McCreight,Marriner &McCreight:Reimbursement for
second quarter of 1969 return for household employee s
tax $39.93
Interest .17
Penalty 2.00
120.00
203.00
305.00
36.00
21.77
42.10
8.02Tax
2nd and 3rd Quarter City of
$6.08
.26
1.68
Harry R.Cook,Collector:
Washington Tax (Wage)
Penalty
Fourth quarter City of Washington Wage
29
29 Internal Revenue Service:
Quarter ending 9/30/69
Quarter ending 12/31/69
Social Security taxes for employees
$21.50
16.13 37.63
Mar.12 University of Oklahoma Press:Thirty copies of book entitled
'IWith a Camera in Old Navaholand'1 121.46
18 William F.Kelleher:Appraisallibrary 750.00
31 Mellon National Bank and Trust Company:Reimbursement for
telephone calls and shipping charges 18.49
Apr.10 Karl C.Randall,II,M.D.:Services 25.00
16 Internal Revenue Service:
ending 9/30/69
Penalty
Interest on Form 942 Quarter
$.32
3.23 3.55
17 Bekins Van Lines:Packaging and shipping collection and plates,
and pistols to museum at Flagstaff,Arizona 1,375.65
22 University of Oklahoma Press:Charges 5.54
May 7 J.C.McCleery:Appraisal of various real estate 1,100.00
18 Ponder &Pearson,Attorneys I at Law:Inve stigation as to as sets
in Sweetwater,Texas 25.00
Aug.11 Johnson&:Dionne:Legal services re Texas real estate 195.00
-2-
1970
Aug.
--.
12 R.A.Paynter,Incorporated:
premiums:
58-62 North Main Street
66-72 North Main Street
Public liability insurance
$26.00
71.00 97.00
Nov.5
Dec.2
1971
May 7
June 21
28
1972
Oct.26
Commonwealth of Pennsylvania,Bureau of Vital Statistics:
Six death certificates
Johnson &Dionne:Legal services
R.A.Paynter,Incorporated:Public liability insurance
premiums,233 Burton Avenue
Transfer tax on Sale Agreement,233 Burton Avenue
J.Rus sell Birch:Appraisal of stamp collection
R.A.Paynter,Incorporated:Public liability insurance premiums
Acres in Pecos County,Texas,$51.00
Lots Snell Park Addition,Nolan Co.,Texas 25.00
153 Fo~st Avenue 26.00
214 Burton Avenue 40.00
205 North Main Street 36.00
6.00
40.00
14.00
64.00
30.00
178.00
Dec.19 Alma F.
2/28/70
10/6/70
12/19/72
Hiller:
Settlement of Life Estate interest in
monies held by Earle R.Forrest
($30,000.Bonds)
Accrued interest to 8/25/69
Settlement of life interest in 233
Burton Ave.and 153 Forrest Ave.
Compromise settlement of life
interest in realty parcels
$1,603.48
52.84
60.00
4,848.30 6,564.62
1973
July 6 Harry R.Cook,City Treasurer:School real estate taxes
for the year 1969 at 214 Burton Avenue 18.52
Oct.17 Pecos County Tax Agency:State,County,and Fort Stockton,
Ind.School District taxes,acreage in Pecos County,Texas,
for year 1969 14.16
1974
Mar.20 Harry R.Cook,City Treasurer:School real estate taxes for
year 1969 at 153 Forrest Avenue
-3-
3.86
Expenses re real estate situate at 205 North Main
Street,Washington,Pa.
11/17/69 C.W.Phillips and Sons:Repairs $15.95
11/11/69 McVehil Plumbing,Heating &Supply
Co.:Repairs 67.45
Harry R.Cook,City Treasurer:School
real estate taxes for year 1969 216.35
Washington-East Washington Joint
Authority:Sewer service paid 11/5/69 3.97
11/69 Columbia Gas of Pa.,Inc.:Gas
11/69
service
West Penn Power Company:Electric
service
Bell Telephone Company:Telephone
service
117.26
17.88
75.46 514.32
1974
Mar.13
Apr.5
Register of Wills,Washington County,Pa.:
Schmidt and Allison:Costs advanced
AttorneysI fee
Court costs
$68.20
13,750.00
116.00
13,818.20
5 Mellon Bank,N.A.:Compensation as Executor
Register of Wills,Washington County,Pa.:Filing fee for
First and Final Account
R.A.Paynter,Inc.:Public liability insurance premium at
66-72 North Main Street .
All security transactions are shown as net.Accountant requests
deduction for brokerage charges in the amount of
Accountant also requests deduction for cost of transfer stamps
required on Deed to be furnished at final payment of Meredith
Sale s Agreement
-4-
13,960.00
44.00
154.77
265.11
50.00
$44,881.74
RCC-81 (6-73)
.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MELLON BANK,N.A.
IN YOUR REPL.Y-PL.EASE
REFER TO 37-250-8
Inheritance Tax Division
J
In Re:Estate of __E_A_RL_E_R_._F_O_RR_E_S_T _
_WA_S_H_IN_G_T_O_N County _File No.63-69-968
Dear Mr.Ott:
You are hereby notified that the S]]PI2~l..lO<e"-Lmu;eu.n~t..s:aL.l.ll.....---------
appraisement in the estate of Earle R.Forrest
has been filed in the office of the Register of Wills of Washington
County on November 26 ,19 74,Said appraisement reflects the following
valuations:
Real Estate ...."..,....,.,............~---
Personal Property_~---_5_9-2-.-3-2.;,..._
Transfers _
Jointly Owned --::---::-~_
Total ~5:..:::9~2:...!..:.·~3~2~__
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 001 of the Inheritance and
Estate Tax Act of 1961,72 P.S.2.4850 1001.P.L 373.~
Date November 26.1974 Signed ~4 ~..w:~/re
Title __C_H_I_EF_A_P_P_RA_I_S_E_R__~__
DATE OF DEATH:August 25,1969
Note:This is not a bi II.
RCC-39 (S:68l •
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SU PPLEMENT AL
SUMMARY
Estate of FORREST,EARLE
(Last Name)(First Name)
R.
(Initial)
DATE OF DEATH 8-25-69 FILE NO.63-69-968
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of "lashington
Pennsylvania,do respectfully report that I have appraised the real and-personal property as reported in the foregoing return at
the value',et forth OPPO'i:e each item in the laat column to the dgh~e,"A","8","e"d ".".
Dated:November 26.1974 ((
INHERITAN
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
592 IT
592 32
None
592 32
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-----------4--~~
Tax on $-----------4--C6%"
Tax on $5%
Tax on $10
Tax on $150h
~~ptioos *
Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX'
$--------4---
$------~-
$------~-
$-------~
$-------4---
$..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%from_____to $-------
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Il-
BALANCE DUE $----ll-
Add interest at rate of 6%from
------ItIO-----$--------4t=TOTAL TAX BALANCE $---__-1
PAID $-'
FOR USE OF REGISTER ONLY ADjUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l N
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
EARLE R.FORRE&T
Deceased
Late of
County of
WASHINGTON
WASHNGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
R CC-2 (2-64)
DEPARTMENT OF REVENUE
BUREAU.OF COUNTY COLLECTIONS
•'~ARRISBURG,PENNA,17127
COMMONWEALTH OF PENNSYLVANIA
~.
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE November 26,1974
COUNTY \vashington
FILE NO._6_3_-_6_9_-_9_6_8 _
Whereas,Earle R.Forrest late of _--:.:'.,..::a:.:s:..:.h:..:i:..:n.:.lg~t::::...o::..:n~_
in the County of Washington Commonwealth of Pennsylvania,having died on
the 25 th day of August 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 a~y future interest in this estate is transferred in possession or enjoyment to collateral heirs of the de·cedent 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 AppraisementOescrlpUonofAssetValuesMadeforInheritance
Supplemental Appraisement Tax Purposes
Additional Assets Per Account Filed $
PERSONALTY:
1)Pecos County Tax Ag:ency:Cash representi~3%discount
on taxes paid.42
2)Account Receivable -Due for funds advanced in payment
of taxes and insurance on 233 Burton Ave ••Wash ••Pa.42 00
3)R.A.Pavnter Incorporated:Refund Dremium liabilitv
insurance 192 00
4)A,...,...nlln1"Rp,...pi'tr::lh1 p -Due for funds advanced in Davment
of taxes and insurance on 214 Burton Ave Wash Pa.290.34
5)Reimbursement electric seriice charf!:ed as:c1tinst DroDertv
situate 205 North 'Main Street in error I 67 56
~,
I
Total 592 32
Having been duly sworn a::a~d~!o law,I do hereb above appraisement is made in cop,.,-
formity with law on this 4 ~.day of ----:;4~~~~C:!;;2:::!..=::--~6L_--:::!~_1 y.
~4U~..:::::~.""'.~c:lC;:;;;j~.r=.....rJ"~::...(~~::::_-an~d:_St1'-et...,...l ,Penna./"(J'(Polt OfBee).
Coullty
SUPPLEMENTAL APPRAISEMENT
WASHINGTON
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EARLE R.FORREST
Deceased.
Late of
WASHINGTON
Date of Death,August 25,1969'
Appraisement Docket Vol.,_3;::;...:...7 _
Page,250-8 No.63-69:"'968
Filed in Register's Office,Nove.26 19 74
Amount of tax due,$,_
DEPARTMENT OF REVENUE .'
Received,
Examined and Approved,_
Wrote aballt Appraisement,
Appeal f,.om Appraisement,_
Entered and charged,....;,,_
-'
-
,~.
,.
".
..
------------------------------------,
J
ESTATE 0 F __----:E=-a:...::r-=l_e:;.-.:R:.::..:.:-.=..F~or.:..::r:...:.e..:..s_t.:._,-=.D_e__c.e_a_s_e_d _
ADJUSTMENTS -FILE NO.63 -69-968
DEBTS &DEDUCTIONS FOHM -AMOUNT CLAIMED
LESS ITEMS DISALLOWED:
BALANCE
ADDITIONAL DEDUCTIONS -ACCOUNT &AUDIT
Audit Costs &Advertising
$44,881.74
$
$
$
$
$$
$44,881.74
$122.50
$
$
$'
$
$
$
$$122.50
TOTAL ALLOWABLE DEDUCTIONS
December 3,1974
Date Approved
....~
$45 ,004.24
Charitable Exemptions 60,219.05
105,223.29
RUSSELL MARINO,HEGISTER OF WILLS
BY:~~~
RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUHTY COLLECTIOHS
HARRISBURG
17127
HOTICE OF FILlHG or APPRAISEMEHT
MELLON BANK,N.A.
IN YOUR REPLY PLEASE
REFER TO 37-250-8
Inheritance Tax Division
In Re:Estate of E_A_RL_E_R_o_F_O_R_R_ES_T _
WASHIGTON Cou nty - Fi leNo.__6:::..3=--_6::..;9::...-----=9:....:6:...:8=---_
Dear Mr.Ott:
You are hereby noti fied that the__~L~i~f:...:e!:!........:E~s~t~a~t~e~_
appraisement in the estate of Earle R.Forrest
has been filed in the office of the Register of Wills of liashington
County on November 27 ,19~,Said appraisement reflects the following
valuations:
Life Estate ll~l:2.X 6~9:Ll,~1~3~3..!..:o6~4:!:....-_
Personal Property _
Transfers _
Jointl y Owned ---'-_
Total ~6~9_'_,=.1~33~.6~4.!--_
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 Inheritanc and
Estate Tax Act of 1961,72 P.S.2485-1001,P.L.3i3~/
Date November 27,1974 Signed ~~~tC
Title CHIEF APPRAISER
DATE OF DEATH:August 25,1969
Note:This is not a bill.
.,..
MMARY ~.
DATE OF DEATH 8-25-69 FILE No.63-69-968
ITANCE TAX APPRAISER
iser in and for the County of ~vashington ,
real and personal property as reported in the foregoing return at
he right in Schedules 'A","B", "C",and "E"~~~r
REGISTER OF WILLS
for County,Pennsylvania,do respect-
imed by deponent,except as to those items where a greater or
hedule "F",which greater or lesser amount represents the sum
REGISTER OF WILLS
ED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$
4 t=.L=
.
COMPUTATION OF TAX
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$t=$
$l-
$-
$--
$--
$--
$-
$-
:::::::::=-l::::!:t==
REPORT OF INHER
su
R.
(Initial)
:_--"::6~9--'-,=13=3:::.....J~
VALUE AS REPORT
. $-------+--
TOTAL TAX BALANCE :-----~~
PAID $....JLF
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $------l,L-
Estate tax paid $--JL-
BALANCE DUE
Add interest at rate of 6%from
-----~to-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
.RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $--1__~\
Tax on $----------1__~
Tax on $5%
Tax on $---------;--..P
Tax on $-4_--I.r--..!.:15~
Exemptions========t==-*
Total Estate ---I-__
Dated:_
ESTATE TAX ASSESSMENTS
Valuation of life estates or
~~.
REPORT OF THE
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
I,the undersigned duly elected Register of Wills in and
fully report that I have allowed deductions in the amounts cla
lesser amount is set forth in the last column to the right in Sc
allowed as a deduction.
Dated:_,;,;.:N..::.o-:..v...::.e=m=b...::.e-,---r--,-,2-:..7~,---::1,-,-9....:..7_4_
I,the undersigned duly appointed Inheritance Tax Appra
Pennsylvania,do respectfully report that I have appraised the
the values set forth opposite each item in the last column to t
Estate of FORREST,EARLE
(Last Name)(First Name)
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 !...No.AdmInlstration
IN THE
Year .
i ~~
,;':'
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
EARLE R.FORREST
Deceased
Late of ...WASIiI.NGT ON.
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
•
RCC-2 (2-64)NovemberCOMMONWEALTH.OF PENNSYLVANIA DATE 27,1974
DEPA,RTMENT OF REVENUE ~;t"""'...'-;:',WashingtonRESIDENTINHERITANCETAXCOUN'TyBUREAUOFCOUNTYCOLLECTIONS
HARRISBURG,PENNA,17.127 APPRAISEMENT FILE .NO.63-69-968
Whereas,Earle R.Forrest late of Washington
in the County of \vashington Commonwealth of Pennsylvania,having died on
the 25 th day of August 19.fi9....,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.
De.crlptlon of Asset
LIFE ESTATE APPRAISEMENT
Unit
Value.
Appraisement
Made for InherItance
rax Purpole.
(Non-Administrative Asset)$
REAL ESTATE $133,803.12 (Jt.Held
PERS O:t\TALTY 148 524.19
GROSS 282,327.31
D &'D 45 004.24
CLEAR VALUE 237 323.07
$2 811.71)
CLEAR VALUE $237,323.07
1 00
37
60 219.05
135
Less Charitable Exemption
Less Be uest @ 6%
Less Be uest @ 15%
Less Life Estate to Sister
RESIDUE
LIFE ESTATE - A
Life Tenant,Alma Hiller,was 79 years of age at the death
of the decedent.
Life Estate to Alma Hiller $37 792.50
Age Factor for 79 ears x .17700
Value of Life Estate 6 689 27
Continued
Having been duly sworn accordi~o)aw,I do hereby
formity with law on this O(C,Z~day of<o:=::::~~t..e:.t:..;:;l!~S:::;;;~~-==,.::z-__/-~
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased..
Late of
Date of Death,
Appraisement Docket Vol.,_
Page,No.
Filed in Register's Office,/9--,-,
Am~unt of tax dtle,$_
DEPARTMENT OF REVENUE
Received,
Examined and Approved,_
Wrote abaut Appraisement,
Appeal f"om Appraisement,_
Entere~and charged,_
I
.(,.
f)
"
R C C-2 (2-64)November 27,1974COMMONWEALTHOFPENNSYLVANIADATE
DEPA,RT,MEN:r OF REVENUE ,c,",-.;.WashingtonRESIDENTINHERITANCETAXCOUl.'~yBUREAUOFCOUNTYCOLLECTIONS
HARRISBURG,PENNA,17127 APPRAISEMENT FILE NO.63-69-968
,
Whereas,Earle R.Forrest late of 1.vashington
in the County of Washigton Commonwealth of Pennsylvania:,having died on
the 25 th day of August 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 Value.Made for Inheritance
Tax Purpo.e.
LIFE ESTATE CONTINUED $
LIFE ESTATE -B
Life Tenant,Margaret F.Brown,was 55 years of age at
the death of the decedent.,
RESIDUE -Life Estate to Daughter $135,967.36
Age Factor for 55 years x .45926
Value of Life Estate 62 444 .'17 62.444 .'17
1 Total 69.133 64
BREAKD01VN OF TAXES DUE .
r •
Jt.Held Property $2,811.71 @ 6%=168.70
Bequest 1,844.16 @ 6%=110.65
Bequest 1 sao 00 @ 1.C;~-225.00
Alma Hiller Life Estate 6 6R9 27 (ci)1.C;oh -1 001 1Q,
M:lrIY;u"PT ~T.;f'".RC!~::l~'"62,444.37 @ 6%3,746.66
Total Tax Due 5.254.40
Prev.Paid 9 000.00
Balance to Credit to Remainder 3 745.60
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this day of 19__.
Appraller
(!I\Imber and Strtet)
---------~~~~-----,Penna.IPon OIBoe)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EARLE R.FORREST
Deceased.
Late of
WASHINGTON
Date of Death,August 25,1969
Appraisement Docket Vol.,_3_7 _
Page,250-8 No.63-69-968
Filed in Register's Office,Nov.27 19 74
A'mouti!of'tar dlle,$_
DEPARTMENT OF REVENUE
Received,
Examined and Approved,_
Wrote abo.ut Apprpisement,
Appeal f,.om Appraisement,_
.Entered and charged,_
+
e:
"\,