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HomeMy WebLinkAboutOC1969-0981 - ESTATE OF REED#'t3~~1.,.c;'61 Affi~auit (@f iExrrutnr (@r A~miui!itrutnr "tntr Df Jrttttnylnntttn.(!I!I: (finuttty Df lIan4tttgtott ~. Personally before me,the undersigned authority,a..~t~...........in and for said County and State,appeared :g;g.}~.~~.9:~.~..~K~J.~J.t?:!?:ng ~~!2.!.~~.~.~.~~ho,being duly sworn according-to law,deposes and says that theY arithe executolS~ofthe estate of ..J..~~~.?.~.~.~~.~.~.~deceased,that the _foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...;r..!!.\:JP..~.:r..t B.~t~.(;L , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the·foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a 'ust ppraise ent of each item made by the above named Executors •~x . Sworn and subscribed before me this...../..ff..~l .-~~~fa&4~.~~().~/J~/.d...~--I-2:"~~~l~;~?Y.~"!p.~='i;;;;~,:...:...l~~~~;;;~Gai~%;~·················;:;]l;:;;'~;';~~···INSTRUCTIONSJa~i~29,111l) 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututory aub ""ppraisrmtut of the goods and chattels,rights and credits which were of .;r..,Al.Q!?.r..t B.~.~.d.Jate of J?.Q.r..Qygh Qf J;.gl.tf..Q;r..p.Jg.~. Washington County,Pa.,taken and made in conformity with the above affidavit. J 45 shs.,E.I.DuPont com @ 127.5624 70 shs.,E.1.DuPont 3.50 pfd.@ 57.375 50 shs.,E.I.DuPont 4.50 pfd.@ 71.8125 14 shs.,General Motors Corp.com @ 72.875 100 shs.,General Motors Corp.3.75 pfd.@ 59.50 4 shs.,Me1par com @ 9 DOLLARS 5,740 31 4,016 25 3,590 63 1,020 25 5,950 00 36 00 CENTS 50 shs.,Phila.Electric Co.4.40 pfd.@ 64 40 shs.,Westinghouse Electric com @ 57.9375 50 shs.,West Penn Power 4.50 pfd.@ 65 1 US Steel Corp.deb!4 5/8s,1996,face $1,700.00 @ 71.375 1 5M US .Treas •.2~s,Dec.72-67 @ 86.23 1 5M US Treas.2~s,Mar.71-66 @ 93.18 1 5M US Treas.2~s,Mar.70-65 @ 97.9 1 1M US Treas.1 78-83 @ 72.143'4s, 8 1M US Treas.3s,1995 @ 71.12 1 1M US Treas.2~s ,69-64 @ 98.25 6 1M US Treas.2~s,70-65 @ 97.9 Cash'in hand Checking account,Mellon Nat.Bank &T.Co.(Oakland) -1- 3,200 00 2,317 50 3,250 00 1,213 38 4-;335-9J.r""--- 4,678 12 4,864 06 724 38 5,710 00 987 81 5,836 88 2,370 00 8,348 9 ~... ~.....~ ......;:l~~l1l;:l ""~C"'t~ ~l:l ~;:l l:l..CI:l :A-t ~~~~ \0 ~.j 0 l1l;1~l1l;:l....I-' r -.._~.~_._- lJ .~.. ;,. -,'. ~i..;..'••_.. Savings account,Mallon Nat.Bank &T.Co.(Oakland)34,209.87 Checking account,Western Pa.Nat.Bank (Califorrna)5,111.87 ~1oneys due as legal fees.,Hines Estate 1,000.00 Claim against Dravo Corp.,wrongful death (estimated)10,000.00 ., 'I " -,, ~:Nbne' Total personalty REAL ESTATE. Total personalty and real estate -2- $128,511.44 $128,511.44 "~J /{D1 !.e3-io7-fP .. J• Inventory and Appraisement : ~­,in the Estate~o~.....c J.ALBERT REED f..hI '.' (. ~., t. ~.... '""'. '--:--...-r~jt;n r.,«..0 -..==r't:<c::::::J.;rn·'-'-,co O·tt t-0 ~'.J::r ..",.s::-<. ~7,;!"'m(fl01 ~ ;:I.jc Cfi (.,1)en~~1'';"C?1M j~ -=i ~J F"-=Q,...,..r.fJ:"'~""~ -~Tj '""".~.~~P r ii."'gr=o~'"-' ;.v "" t ~' ..; ~........ ,_ Thomas L. ,. ...9 •,.,:~{),?~3~,.f vJ;~ Anderson 1S'(tZ> Dl(r30-ry~tftl1 • arnmmnuUt.ttdt4 nf ,tUU.6 111na:Uia:,}BB.ma.a~tngtOl1 Qtonntg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 4th.day of September A.D.19 69,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of J.Albert Reed late of Borough of California in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Edward Lee Kaleita and Frank E.Kaleita the Executor s in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto'the said ,Register as aforesaid,do Edward Lee Kaleita and Frank E.Ka.leita committing unto Them the administration of all and singuIar the goods and chattels,rights and credits,which were of said deceased,and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true aq:ount of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 4th. ..day of September III the year of our Lord one thousand I ' .., nine hundred and Sixty Nine • ,J Register ,.;. c.;~•"':a>..... ~....."'CD 4'1 '1 tn C't ITI t en Gl-I ::tl »"'CJ -I ~ ":CD ITI .....10.0 ra 'TJ a"':::.....ra4'1sQ ,.--~ ~:.f.,".• j STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: ,I . ! The within named Accountants being duly sworn according to law,depose and say that the above account as stated is tr~e and correct as ~h~y _-verily believe. -.Sworn and subscribed beifore me this .2.3.r.d . '.I '.....~;,.....(',,,-- .~,~ •.£'daY:of f:-..J.~~l .._!_·········_·····19..7.0 . ·'\·.2:·~f~~··:· Notary PUb~'E,i..ong Branch Boro,Washington Ca,. Hn~P.fy,CommissionExpires )une 7l 1971 - Washington County,ss: m .m EdwarH~~ .....f!~.g.,.Ji~~ Frank E.Kaleita I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute,and R~e of Court,as evidence by proofs thereof filed to No.1a3.-::.}o...~3.7D . Witness my hand and official seal thiS..;j~..-------.. daYaL__.~.____...;...19.70.~.~~-_. Register of Wills j ,. ~J1n I vz j/J'~ '~olstS!4l U!U~~~lS!P JadoJd aU!WJalap 0l palSanbaJ AllnH:::>adsaJ S!lJnO)a41 " IN THE COURT OF COMMON PLEAS FOR WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBERT REED, Deceased ) ) ) ) ) No.63-69-981. FIRST AND FINAL ACCOUNT, Of Edward Lee Kaleita and Frank E.Kaleita,Executors of the Will of the above named J.Albert Reed,late of the.Borough of California,Washington County,Pennsylvania,Deceased. DEBITS. The accountants charge themselves as follows,to wit: To the amount of~inventory and appraisement filed Gain,redemption of 5M,u.S.bonds 2!s:,,'.Mar.70-65 Gain,redemption of 6 1-M,u.S.bonds,2ts, Mar.7@-65 Gain,redemption of 1 1-M,u.S.bonds,2?ts,69-64 Medicare and Blue Cross insurance claims Total credits CREDITS, $128,511.44 135.94 163.12 12.19 1,180.76 ~~130,003 .45 The accountarm claim credits as follows,to wit:l'. 1969 Sep 4 Sep 5 Sep 16 Sep 29 Oct 6 Nov 18 Nov 18 Russell Marino,Register,letters,she ce~. Washington County Reports,advertising letters Observer Publishing Co.,advertising letters Greelief and Caleffe,funeral bill City of Pittsburgh,fatal accident report Russell Marino,Register,filing inventory and appraisement Russell Marino,Agent,account Pa.transfer tax -1- 14.00 14.00 1,398.00 3.50 15.00 13,500.00 $27,977.70 1969 Nov 19 Bureau of Vital Statistics,death cert. 1970 Jan 5 Dr.R.Kleinschmidt,doctor'bill Jan 13 Russell Marino,Register,short cert. Jan 22 Mellon Nat.'Banlr.&Trust Co.,box,rental - Apri 13 Russell Marino,Register,short cert. Apr 13 Dr.Anthony F.Susen,surgeon,fatal accident Apr 13 Presbyterian-University Hospital,hospital bill Jul 15 Thomas L.Anderson,attorney for accountants Jul 15 Edward Lee Kaleita and Frank E.Kaleita, accountants'compensation Jul 23 Russell Marino,Register,filing this account Total credits 1.00 93.00 1.00 11.00 1.00 400.00 1,239.70 5~Qoo.00 6,250.00 16.00 Balance for distribution -2- $102,025.75 Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION .' EXECUTORS'Estate of J.ALB ceased late,.of·Calif •Letters .T.£~tamelll<ll'¥,.above eslate".h:;lving'T,betotheundersigl)ea;.aU~j·,'l_ ing claims 'agaInst the'es ,_'.requested to ridke known the.Same to the undersi~ned or hiS;}lttorne:\.and all persons inctej)tedi tn,',the dec"dent'.are requeste\:l\~Jb..m·ake.payment to the undersigned.withoutdelay,...!;,rf...~;.(~~."-."?' EDWARD LEE.KALEIT • .FRANKE.KAllEITA·California,-Pa. Thomas L.Anderson.'Attorney 1026 Washington.Trust Bldg,' . Washington,Pa.10301',.",'k',:,69212t't~eS;:::3 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 appeared before me.a Notary Public in and for said County and State,Ri.~b.a~c;l ~..•....G.<>.~.~~who being duly s'worn according to law.deposes and says that he is the Se.C.r.e.t.a.f.y.. of the Observer PUGlishing Company,a f'1ennsylvania corporation.and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter.successor to The Washington Observer,established Septembe'r 18.1871,and The Washington Reporter,established August 15, 1808,a daily news'paper of general circulation,printed and published and having its place of busines's at Washington,Washington County,Pennsyl. vania,where it or its predecessors have been established and publisrued continuous'1y for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal adve,rtisement,exactly as printed or pUblished in the Ob£lerver-Reporter in its regula,r editions on the follOWing date or dates;__ __..__ ____. ................................Sept~.~p.~;r.9..t !.~a..~~?.~..t ~.~.~.~.. that neithe'r true affiant nor the Observer Publishing Company is interested in the subject matter of s,aid notice or advertising and that all of the allega- tions of this affidavit as to the time,place and characte~publication are true.)")j ~ :fU;£~~Lfl·'·.~0./ Sworn to and '"b'"'7#~~g~~;:969 WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 I Washington 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.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI 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: ...........Se.pt.e.ab.er....l1•....18.•....as..•....l.9..6.9.... that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this.affidavit as to the time,place and character of the publication =trne.rYezV'l(1-._.([2.~ Sworn to an~:~~~'bef~~Editor .....25.;a~ay of ~Pte.mhe.r ,19 69... ........~~.. otary Public KATHERINE C.VAlli,Nttary "Ibll Washln,tol,Washington Ct.,Pa.My Ctmmission Expirts Novomber 1,1!i9 Estate Notices The Register of wms 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. ••••• • • •••• • • • • •• REED.J.ALBERT,Dec'd. Late of California,Washington Coun- ty,Penna.Executors:Edward Lee Kaleita, Frank E.Kaleita,California,Pa.Attorney:Thomas L.Anderson,1026 Washington Trust Bldg..Washing-ton,Penna.15301 j.'.". !. ..,.-_.,'In the matter or the Audit of Account in Estate or._,__J_o_A_1_b_'_e_r_t_'_R_e_e_d_,;;-.'---:-1 Deceased. ,'--TO THE AUDITING JUDGE: 63-69-981'No.,__-,--"--";x:J9AXX~ J .. Enter__....:m:.::.z.y ,appearance for--,-'_'_'t..:...::.:h:..:e~:~e::.:x:;:.::e...;;c~u..:..t..:..o~P-=s~-a:.:..n~d_a...:..c_c..:..'_o_un-:-'_t_a_n_t__s:....•.:....-_ --;,;:;- ,. 18th day or S_e......p~t_e'_m_b_e~r_'__--',19---1Q... N.B.~Counsel shall.by separate p~per.present a concise statement of each claim,with supporting calculation of'any interest claimed.Objections to an account as riled.shall be concisely stated in a separate paper. Council suggesting proper distribution shall me a separate concise state· ment in that regard. r:j-1,...,....''",f t,('j II"!0l'iU:].;)l:.L,_f,,'i,l,hl'l r;EGISTEP,OF WILLS WASHINGTON CO"PA. '.70 OCT 2b PI'1 3 i7Ij1l Is estate subject to the filing of a Federal Esta~e Tax Return?.~~.~.~.:.~.?.p.1...~E..!.~.~.~::.?.~~~.~~.~~.~.~. $9,573.00 paid,per return.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $...$lJ.,,5.Q.9.A9.Q.i...W.ltb...t.9.t~J .... credit by reason of discount:$14,210.53. If the Will makes any portion of estate subject to a lite-estate,give name and birth date of life tenant... No life estate •.........._-____------_--_----_-_..---_:__,;._-_.:.._-.._-_:..___._--_.._-_-.__-_--______-___. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All known claims have been paid in full. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per account, Itemize any additional debits not shown by account:----------------$.l.Q.a.".Q~5.,.15.. ADDITIONAL ;t Includ,~(l_~.n 1-nvp.--.~......_-"";-~"'-'-'...~'.'1ded Total additional debits (Add) Itemize any additional credits not shown by account: $-..-------,---_.---. $. $--_.:_..~. ;- (Subtract)Total ,, If balan for distribution is not in cash,list each item held in kind,giVing/~ppraised.Value (or distribution Value); 45 shs.,E.I.DuPont c6m -$5,740;31 __ 70 shs.,E.I.DuPont 3:40 pfd I 4,016.25 50 shs.,E.I.DuPont 4.50 pfd i 3,590.63 14 shs.,Gen.Motors Corp.com.(1,(])20.25 100 shs.,Gen.Motors Corp.3.75 pfd I 5~950.o0 1 she American Standard com (formerly 4 shs. Melparcom;merger 6/6/69)36.00 50 shs.,Phila El.4.40pfd 3,200.00 40 shs.,Westinghouse El.com -2,317.50- 50 shs.,West Penn Power 4.50 pfd .3,250.00 1 US Steel Corp.deb 4 5/8s 1996 face $1700 1,213.38 l-5M US Treas 2ts Dec 72-67 4,335.94 1-5M us ·Treas 22 s Mar 71-66 -4,678.I2 I-1M US Treas3is Dec 83-78 724.38 8-lM US Treas.3s 1995 5,710.00 11 old small US coins 5.00 1 she Pan American Western Petroleum Co.clBcom 0.00 7)?shs.Lilley Coal &Coke Co.,cap.stock 0.00 ---------Kalance cas -0.PETITiON SUR AUDIT IN THE'ORPHANS'COURT OF WASHINGTON·COUNTY. . Testate Form J Estate of..!..~~~!?~.~T REED,--___-__.._----.._-----_._- .--_--_--_-----_-_--_.--.-. •l'" --__.._-_---____.--..___._~_..- - ----_..--_--. Deceased No §}:~.9.::.9.~~.~. Fiduciary ~9:}1.?r.9:~~~~.~J.f}.~:t!.?~.nQ.... Frank E.Kaleita Executors.····"..1 . Date of .Augus t 21,1969 •g~;~t o~f Letiers ~.~p..~.~~~.~.~..~!~~.?2.~.Decedent's death "~::...........Will Book 108,page.419. This is the :.~t~!.'.~i..~~~r~:~~~:account filed in this estate". If there have been former·accounts filed·in this estate,list file number or number dnd term ::::-. ......................................--_-___--_--____-. Election to take Under or Against will.(cross out one)None. Date Election Place of; Filed Record . Name of surviving spouse ~.?~.~J...~~.~.~~~~.~~~:'!.~r married.List issue,where material:.. None. ..Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate):., ~No.If answer yes,name them -:-.~__........•" ....................................................................................................................- -_---_-.-_---_-_. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris First Presbyterian Church, California,Penn'a. Alumni Assn."California State College Lelia V~Kaleita (Lel~) Frank E.Ka1eita Lavena L.Reed ~,'..-: none none sister brother- in-law sister 2-$1000 bequests ~~1000 bequest $10000 bequest $5000 bequest residue List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: No exceptions If portia.!intestacy,give facts:No partial intestacy. Notice to interested parties.Have all parties,having either vestedcir contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision cl received written notice of the filing of the account and of call of audit?~No. If any exception give cause:.....J!~...~.~Q.f}.P.:tJQ,~~.,....;., File copy of Notice . .,<••.," and date of mailing A1J.g1J.~.t.2S.,191.Q .. Copy of such notice attached hereto~. i DEBITS. Assets Nov .."..1:.••".:ntory or Inclt..'~~ect to Change.'--,--, Gain in final settlement of survival action against Dravo Corp.et al.,per court approval in Common Pleas,Washington County,Pa.,#284,JUly T.,1970 $9 i 038.00 ,II old small U.S.coins 5 0 00u.S.,refund overpayment 1969 income tax 302.00 S.S.lump sum payment 255.00 VA burial allowance 250.00 Coupon,6/15/69 1M US 2~s June 69 12.50 1 she Pan American Western Petroleum Co.clB com 0.00 75 shs.Lilley Coal &Coke Co.cap.stock 0.00 9,862.50 Other Debits. ) Dividends: DuPont com through 6/25/70 DuPont 3.50 pfd through 7/28/70 DuPont 4.50 pfd through 7/28/70 GMC com through 6/25/70 ' GMC 3.75pfd through 8/15/70 Phila.El.4.40 p~a through 645/70 Westing.El.com through 9/1/70 W.Penn Power 4.50 pfd through 7/18/70 Interest: U.S.Steel debs through 7/1/70 1-5M US 2~s Dec 72-67 through 6/15/70 1-5M US 2~s Mar 71-66 through 9/15/70 1-5M US 2~s Mar 70-65 through 3/15/70 I-1M US 3is Dec 83-78 .through 6/15/70 .. ,8-1M US 3s 1995 through 8/15/70 6-111 US 2!s Mar 70-65 .through 3/15/70 Savings account,Mellon Bank through 7/1/70 Total additional debits TOTAL DEBITS ADDITIONAL CREDITS. Clark &Co.,income tax returns Ann Sloan,notary fees Gladys Co Marshall,notary fees Internal Revenue Service,U.S.estate tax Total additional credits BALANCE FOR DISTRIBUTION ----------, 236.25 245.00 225.00 56.70 375.00 220.00 90.00 225.09 78.63 125.00 187.50 125.00 32.50 360 0 00 150.00 1,221.63 3,953.21 13,815.71 $115,841.46 150.00 3.50 4.00 9,573.70 9,731.20 $106,1100 26 2,000.00 1,000~00 10,000.00 5,000.00 .------ If Family Exemption claimed by Petition,give place of Record:~~.~.~P..~~.?~~~.~?~~.~~~.~.~_._. 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: Lavena Reed,residuary legatee on account $14,000.00 Other legacies paid in full: First Pres.Ch.,California,Pa.2,totalling Alumni Assn.,California State College Lelia (Lela)V.Kaleita Frank E.Kaleita 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: Lavena L.Reed,sister,residuary legatee,whole balance .(Her election to take in kind attached hereto) (Subject to tax assessments or adjustments) .... COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly sw,Qrn _..doth depose and say that the facts set forth in the foregoing petition are true to the best of th~i.r.knowledge and belief. And your petitioner will ever pray,etc. .....................Swor.n _.._.to and subscribed before I ~~/~e th;s 3r.d :~ay ';}__s.eJlt~!'JJ,l~:I'.L 19__7.Q__.m~~"*re1t~.------ Signature of Officev':.........C~..tL.rt~a~hO\~gt()n 'No~~Srr;,in bOl~roC ounty,Pa..7!~el 2(~~..leo leer ,J.•••............w•••••••••.••••••••••••••..-..Frank E.Kaleita- Office expi res ~.p.rJ.l..J~.,J.~.7J . No.63-69-981 ''11d "00 NDIDN IH S\,iPt\ SlllA\30 tEllSJO.3U O~··ll )..,j 'i!~',)"J"',..:J -f::~n,11t·.",J t f"~,~,.....J '!"J J :J ~'."'....".NJ.'''"I f.t.;j ""!."f~\'•.1 ...,~"''''''' } 92 ,-'!JtI.-.IJ n '.J :'''11 0IJ(.lJu .I..r. " Estate of J.Albert Reed..........- _.._ _ _ -..-.--o._.._ .-._---.--•••••••--••.•----"'''''.'',-!'_-,_~-,. Deceased Edward Lee Kaleita and Fiduciary..X.~~.~...~~~.,.~.~~.~.~:t?_?:L ~__------- Executors __.__----_- -;.-_ -_-_-..-. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:'paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent.' 3.Copy of,Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the .' funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. I' " \Thomas L.Anderson, ____•__-___:-__0 Attorney ~2 NOTICE. In the Court of Common Pleas for Washington County,Pennsylvania,Orphans Court Division,Estate of J.Albert Reed,Deceased.No.63-69-981. Please take notice that the first and final account of Edward Lee Kaleita and Frank E.Kaleita,executors of the will of J.Albert Reed,deceased,has been filed to the above number,and the Court will hold a hearing to audit the same,determine the balance due,and decree distribution, on Friday,September 18,1970,at 10 o'clock a.m.,Eastern daylight saving time,in the Orphans Court Court,Third Floor, Court House,Washington,Pennsylvania,when and where you may appear if you so desire. EDWARD LEE KALEITA, FRANK E.KALEITA, Thomas L.Anderson,Attorney, 1026 Washington Trust Building, Washington,PennIa.15301 Executors r, o LLJ r~'.:- .: ,I o-.....,- ., ".. '.J.-Z <..;C:) ::.:::\-- UJ ~.!... ~....-2: (j)I (.."l ff) W -<i:c.::.3t r " ",r ....r.;:r·~/l~+:··~-;. .-" " r..•~. ,~.... JI i I IT .r,.; .';, 1' C".( ..t. .1' ,.{ ,···1·+ " ,', ,-------.....-r---------------------------------,------ J ..,.,. I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA ORPHANS'COURT DIVISION the accounts scheduled for Friday,September 18.1970.at 10:00 o'clock A.M.The first audit is Number 981 of 1969.the estate of ) ) )No.981 of 1969 ) ) ) ) The-Court will resume the call of the audit list ,:;~ THOMAS L •.ANDERSON.ESQ ••of Washington.I~a~. repres enting the Accountants. Friday.September 18.1970.at 10:00 o'clock A.M.•EDST. HEAR ING 0 N AUDIT THE HONORABLE P.VINCENT MA RINO.Judge of the said Court. for accounts filed to the third quarter of 1970.We will today conside• ..=~APPEARANCES:' ~Q .Jc( UgTIME:., ~01 aiII:III~.f THE COURT: IIIII: ~II::::l'oU .Jc(U ii:II.o J~.!\LBERT REED. ESTATE OF IN RE: c( ~Deceased. g zZIIIII. i~BEFORE': ziUl; J.Albert Reed.deceased.The Executors are Edward Lee Kaleita and Frank E.Kaleita.and the attorney is Thomas L.Anderson. Mr.Anderson? MR.ANDERSON:If the Court pleas e.I have the Audit Petition and other papers.All known claims have been paid .Federal Tax Return has been filed and the tax shown has been paid.Something has been 2--,'fIii",--,--~1--------:--:;---:-;---.;::-=~=:7:_;:;';"=_=_~"'?':'i:=_=7i'TL":'__::_i:"'::"'f':':"::'_::_:::___,rr:_:_~_::_=:._:::_=_~_,-=--~,'.paid on the Pennsylvania Tax which will be a balance. you know,was unmarried.He left two sisters;one of them;an elderl 1ady,is the sole residlU,ary legatee. -~j,((THE COURT:Is there any :t:'equ'est for reaward on the Federal Tax,Mr.Anderson? MR.ANDERSON:No.I suggest the entire balance be paid over to h r, ::!:z subject to any tax adjustment.~oJ>-."".~THE COURT:.Is there anyone else in'Court interested in this z IIIII. .' Court. decedent's estate? e. ie0.zi:Ul~.:THE COURT: 2II:l-UI o oJ,0( §o:J., ':1:~N (NO RESPONSE) The audit of this account is ordered closed by.the (A UDIT CLOSED) The foa-e{lotng l'oc0.r4 <4 tb.~proceed~upon.the hearing of the abOve cause Is hereby approved.ltd direCted to be ftb:ci. •..~.,..........f.......... .0 $U J:iw Ihutw XJ3'r sj:nEvI<.81W.!;l'-1 erlj nc pi£,,;: lh9G18 Ds:t:iStrl1 :tu on'J ~a"1~:.lj~1..r8 O'lJ Jl~1 .JcJ ,o31-nBrrrnlJ8Bw ,W'.J'1'>f UO\.- _-.J- :Tii1.JO::J 'liBT .';, .~. .e ,'. .. " ., ",, .....' I \.-.,,'. f,•. ,. / / -..,.... ,. ." .,~',) \. r- <"<.1 rrj r ......0...• CJ f.J.? 1 "t..C'-"~~,.,t ~~. 1.......~f_.:>--:.t:=:) -Tot c:>•1 r-I "-.rt '" ...,.. \,. ., ",t \I • \'.-.'... .',.'., '.1 __._i In t4.e Qtnurt nf Qtnmmnn JUras nf ltus4ingtnn Qtnunty, 'rnnl1yluuniu,®rp11uns'Qtnurt 13ittisinn J ESTATE OF J.Albert Reed, deceased. N 63-69-981O._---::::....._L....::::...,_'---'~:..-_ First and FinalInthematterofthe_ Account of~_E_d_w_a_r_d_L_e_e_K_·a_l_e_i_t_a_&_ Frank E.Kaleita,Executors ADJUDICATION AND DECREE And now October &,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balan6ce for distribution in 'the hands of the Accountant is determined to be $106,110.2 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per occount 1 Additional debit asked at audit Additional credit asked at audit Balance:_ 815.71 "'"'1"\-:-"~),,"~\...:,.J .....,J..,.I,~;or ':j-'.,!-'•..J $115,841.46 9731.20 $106.,110.26 Russell Marino,Agent,transfer inheritance tax,402l.62 First Presbyterian Church of California,Pa,J legacy,to be used for the purposes asnset forth in the will to aid in the furtherance of youth training in the Sunday School,credit to be taken ,for payment made,1000.00 Deduct Clerk's Costs &Receipt~s _ Attorney Thomas L.Anderson First Presbyterian Church of California,Pa" legacy,to be for operating expenses,credit to be taken for payment made, 83.00 1000.00 $101,005.64 $100,005.64 Alumni Association of California State College, legacy,to be used towards its upkeep and pre- servation,credit to be taken for payment made,1000.00 Lelia (1ela)V.Kaleita,sister,legacy,credi to be taken by the accountant for :funds ad- vanced prior to distribution by the Court,10000.00 Frank E.Kaleita,brother-in-law,legacy,cre- dit to be taken by the accountant for funds advanc~d prior to distribution by the Court,5000.00 $99,005.64 $89,005.64 $84,005.64 • .. r .. 0 ~~ "'t\ ~ •:J Z....!J 0 0 :J" ,~.at c (1) =:J 3.... " t:Y 0 ~0_t "'t\~ ~ (1) a ... t 0 Er "'t\.... ::: :J" II (1) ~& ~ ,",~. r ~""" ~ r .( r I.T ,. . r ,'.. 0) " ,. 8h.005.6h. -,. Lavena Reed,sister,residue,including cash snd the following assets,held in kind and dis- tributed as such at the appraised value,credit to be taken by the accountant for funds advanceli prior to distribution by the Court,per electiol1 filed;subject to contingent Federal Taxes that may be assessed:- 45 shares,E.I.Dupont com '70 shares,E.I.Dupont 3.40 pfd 50 shares,E.I.Dupont 4.50 pfd14sheres,Gen.Motors Corp.com 100 shares,Gen.Motors Corp.3\75 pfd 1 share,American Standard com '(formerly 4 shs. .Melpar com;merger 6-6-69)'a shares,Phila El.4.40 pfd 40'shares,Westinghouse El.com'.,,a shares,West Penn Power 4.50 pfd 1 US Steel Corp.deb 4 5/8s1996 face $1700 .1...gM US Treas 2~s Dec 72-67 i l-5M US Treas 2~s Mar 71-66 I-1M US Trees 3i-s Dec 83-78, a-1M US Tress 3s 1995 ' 11·old small US coins ,1 share Pan American Western Petroleum Co. ,clBcom 75 shares Lilley Coal &Coke Co.,cap •stock No balance ',I I. .) ,. ,'. r "j! ,0 '>-,Zr""'"::S'~~'~~g ....'? ~0 -,';:r, !f /1 ,ty,~c (1) ".....::s 3"i (1)."'"0 0 0, ""'",""'"':; (1),r....")~'.~0~""'"~,(.....;:r (1) t :="• J ',) N ~r ~('-:i -I'r S ,r .r.r ~f'a .'-;r,.r r't·,.;1 ~r 'J.,,"....~ t. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, J Estate of J.ALBERT REED, Deceased ) ) ) ) ) No.63-69-981. ELECTION TO TAKE IN KIND. And now,August 31,1970,I,the undersigned Lavena L.Reed,residuary legatee under the will of the above named decedent,J.Albert Reed,hereby elect to take in kind as part of my residuary legacy,any and all stocks,bonds,securities, or other personal property,held in kind and unliquidated by the executors of the will of said decedent,a~the appraised values. :;jr~na L.Reed. ;;:~~-~ ~fiYL, ),(."r .",..,..",.,"" ..". :)~.""l'jf HI{ (,......,..,J.., I (:";<r. ,(i.I' ,\,,"\~",:..... , " """~. ~,, j'~or\Of , J,i'\ \...r •.•·0"t'.r~t_.s......; .~>,".('r :-~-t 'f't ,~-. to -.Cr!fto," ...il ,f \ ~I r ,Ii-• ,.., ,',1 f'",,' " .i f ~,....rt,. .,. r 1 f .,. .;...r 1 ~....,.~r fl ~..f'"r ,..t'("~(,(,.,,''''''!.,..J...'. tf.r r l ".r ..!';:;..')f '; t• ("."1i..;"t ~'). !I t',1", _.._...~\.. ..1 ) r- ""(J)<4 ~0 ...J 0-.. ~!:-l('V) t'~~0:c ~~,.'-..0--LL.Z""".0C£c,:)a:::!-1;.0 -,t1.J .:J,tt ""LJ..J-'~_17 i-:z i'-(I)<:J?--l t-l (I):r: c;;;;:>:::::J 0 (J) r.r:1..!..1 ~c:::>c::.:;U-r-... ;\ ~.._..._.,..:....""-'~"....--.....~.:.... " "~'~":-';'~'.--'..'..... ':..~'\.;[ •~..c............._~.+. IN THE COURT OF CO~10N PLEAS FOR WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBER.T REED, Deceased ) ) ) ) ) RECEIPTS. No.63-69-981. And now,November 4,1970,receipt is hereby acknowledged from Edward Lee Kaleita and Frank E.Kaleita, executors of the will of the above named decedent,of the several sums of money set out below opposite our signatures, awarded in the final decree and schedule dated October 26, 1970,and filed to the above number. $83.00,Clerk's costs and receipts ~A~~)1Y~~~~~_~ Clerk O.C.Div. $4,021.62 Pa.transfer inheritance tax ; IN THE COURT OF COMMON PLEAS OF WASHINGTON COm~TY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBERT REED, Deceased ) ) ) ) ) No •.63-6?-98l. And now, RECEIPT .L:'..y ~ October ;t?~,1970,I,the under- signed,Lavena L.Reed,hereby acknowledge to have recei~ed from Edward L.Kaleita and Frank E.Kaleita,executors of the will of the above named J.Albert Reed,deceased,the sum of $84,005.64,in full of the amount awarded to me in distribution by decree and schedule dated October 26,1970,and filed to the above number. WITNESSES: ~lctM,~JvJA.~evv0 ~4L~hf;:Lavena L.Reed. -. IN THE COURT OF COMMON PLEAS FOR WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBERT REED, Deceased ) ) ) ) ) No.63-69-981. RECEIPT. And now,September acknowledged from Edward Lee Kaleita and Frank E.Kaleita, executors of the will of the above named testator,of the sum of $2,000.00,in full of the bequests set out in paragraphs -First and Second of said will,to wit,the sum of $1,000.00 "to be used exclusively in the Primary and Intermediate Departments of the Sunday School.•to aid in the furtherance of youth training,"and the sum of $1,000.00 '.'for operating expenses." FIRST PRESBYTERIAN CHURCH OF CALIFORNIA,PA., '.1' IN THE COURT OF COMMON PLEAS FOR WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBERT REED, Deceased ) ) ) ) ) RECEIPT. No.,63-69-981. And now,Septe~ber 15~__,1970,receipt is acknowledged from Edward Lee Kaleita and Frank E.Kaleita, executors of the will of the above named testator,of the following named sums set out opposite our signatures,in full of the respective be,quests set out in S}id will.~~ $10,000.00,fourth paragraph of Will,..J;,ofu])__~ .\Lelia V.K eita. $5,000.00,fifth paragraph of will ..~, IN THE COURT OF COMMON PLEAS FOR WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of J.ALBERT REED, Deceased ) ) ) ) ) RECEIPT. And now,September 11,1970,receipt is acknowledged from Edward Lee Kaleita and Frank E.Kaleita,executors of the will of the above named testator,of the sum of $1,000.00 bequeathed in paragraph Third of said will to the Alumni-Association of California State College,California,Pennsylvania,"to be used for its upkeep and preservation.ft, ALUMNI ASSOCIATION OF CALIFORNIA WITNESS:STATE COLLEGE, ~/~5 ByLl~{!'1.LU-v ~Secretary. j ·_"~- .COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE ,rJ:! BUREAU OF COUNTY COLLECTIONS ff1 COUNTY OF .. IMPORTANT:This return must be completed in detail and filed in duplicate,with will at~a ed,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) RESIDENT DECEDENT k','..f'~ 'ForlJl RCC-33;. IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF ---------~l:~~!~~~~)----------:=:.;... Late of ...County Stllte of .. County of ~;~~~:;;:::::::=::_-_:}'" .....E..qw..~r.d Le..e..K.a1.e..i.t.a and F.r.ank E Kale.ita.,. of the estate of the above-named decedent being duly sworn,depose and say ...........EueutorS Decedent died !.\.~g.Y.:.f.J..!i..21 (Month) (nay)..........,19·~~;)·....,f~Ving a last will,copy of which is hereto attached.J Name and address of attorney or} .other authorized representative to whom all correspondence should be mailed. Thomas L.Anderson............................................................,............................. 192(,...W~fJh:tngtQn ..'l'rJJstJ31dg..,WashingtQn,Pa .l.5.3.0.l.. are That as such ~~.~.g.Y:~.Q£JL deponen~familiar with the affairs of said estate and the property con- (Executor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon Nat RAnk'1+..Ffl1"ll!=!t:ron d .:.I 4- Oakland.Pittsburgh.Pa. (University Office) That the contents of said safe deposit box or boxes are itemized under Schedules ~B~of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns prOVided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at tile 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 deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of saVingS banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness.of.th.e.T..!nited.~tates to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~?r of any foreign country,which are owned at the time of death;all ,wearing ap~arel,Jewelry,silverware,pic~ tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all. other personal chattels ofwhatsoever kind or nature,left bydecedent,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 promissoI;Y.notes or other instruments in writing for the payment of money of which decedent died posse~sed,of whatsoever nature,'wi th int~rest -t/lereon,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 polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest 'there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal,of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death•. The Schedule C attached hereto and made part hereof sets fOrth a true answer to each inquiry contained therein and in the case of'transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,'there is also attached to the schedule a co~y of the deed,trust agreement or.other instrument creating the trust.Thert~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary• . That Schedule E attached hereto and made a part hereof sets forth all property,real and per-- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. 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 Impaid at time of death;taxes accrued.chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less thml 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. Subscribed and sworn to before me this 3..*..4.. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein, have been carried forward and properly registered in the S_~zt{Lti~ .•••••••..•.-•.....mmm .m day of ..mm~~pt~!'!!,>~:r 19.Jm.f~~_-w~og~~Penn::'".....4716E7;~~~~e..nue___..- My Commission expires April 12,1971 ..,·.."?..~·~(~~~g~~;;;!~;;a.·..S~~}:.3...············..·········..... NOTE:Be fore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) .COMMONWEALTH OF PENNSYLVANIA ,D!PARTMENT OF REVENUE BURE~U OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. None (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 0.0( (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) 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. 0.00 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (".RCC-35 11; ,COMMONWEALTH OF PENNSYLVANIA ,TRAN'SFER INHERITANCE TAX INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E"•.Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. \_. DEPARTMENT VALUATION (Do not write in this space) 3,200.00 2,317.50 18.00 3,250.00 1,213.38 11.20 4,335.94 21.36 4,678.12 54.60 4,864.06 54.60 724.38 4.27 5,710.00 123.95 1,000.00 12.50 5,836.88 65.52 0.00 O.~~I1A 2,370.00 ~ 18,348.19 ~ 34,209.87 ~, 378 •87·/"vr'VI..... 5,111.87 ·~t 59.76 ~1,000.0019,038~00'(7:N'i/J.5~00 \}J Irv 302.00 UNIT ESTIMATED VALUE MARKET VALUE 0.00 0.00 71.12 97.9 86.23 93.18 97.9 72.14 59.50 9.00 64.00 57.937; 65.00 71.375 100.00 ITEM List and describe fully 1 2 345 6 78 33 34 35 45 shs.,E.I.DuPont com @127.5624 Div.on same to record 8/19/69 70 shs.,E.I.DuPont 3~50 pfd 57.375 50 shs.,E.I.DuPont 4.50 pfd 71.81~5 14 shs.,GMC com 72.875 Div.on same to record 8/6/69 100 shs.,GMC 3.75 pfd 4 shs.,Melpar com (6/6/69 merged 1 she fortsheAmericanStandard) 9 50 shs.,Phila.Elec.4.40 pfd 10 40 shs.,West.Elec.com 11 Div.on same to record 8/3/69 12 50 shs.,W.Penn Power 4.50 pfd 13 $1700 face US Steel debs 4 518s of 1996 14 Interest on same accrued to 8/21/69 15 1-5M US Treas.2!s Dec.72-67 16 Interest on same to 8/21/69 17 1-5M US Treas.2is Mar.71-66 18 Interest on same to 8/21/69 19 1-5M US Treas.2is Mar.70-65 20 Interest on same to 8/21/69 41 1-lM US Treas.3ts Dec.83-78 22 Interest on same to 8/21/69 23 8-1M US Treas.3s Feb.1995 24 Interest on same to 8/21/69 25 1-11JI US Treas.2~s June 69-64 26 Coupon on same 6/15/69 27 6-1M US Treas.2is Mar.70-65 28 Interest on same to 8/21/69 29 1 sh.,Pan American Western Petroleum Co.,c1 B com 30 75 shs.Lilley Coal &Coke Co. cap stock 31 Cash in hand 32 Checking account,Mellon Nat.Bank and Trust Co.,University office,Pitts- burgh,Pa. Savings account,Mellon Bank,University office,Pittsburgh,Pa. Interest on item 33 5/1/69-8/21/69 Checking account,W.Pa.Nat.Bank, California,Pa.,office Blue Cross payment Nellie Hines Estate,executor's comp. Dravo Corp.,settlement fatal·claim 11 old small U.S.coins U.S.,refund overpayment 169 income tax Item No. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 138,741.41 RCC·3D \._i. CmrION1\'EALTH OF PENNSYLVANIA THANSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~n~O~-__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment-at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in "his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__~_n~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~n~'~Q~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~n~"~OL-_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (EsUmated) 0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 0.00 pt;;C-3~. <•.-' COMMONWEALTH OF PENNSYLVANIA 'rni\N~FEn TNHFRI TANCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's I~STRlTTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "An,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 S~hedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to t.he decerlent, DeSC~iption of Property,Date of Acquisit-ion,Name I Unit percentage Estate Address Ilnd Relationship of Co-Owners,and Place ;Value Share Valuation of Record of Instrument,where Real Estate,1 Property Interest Joint deposit with sister,Lavena L.Reed,Fairfax Apts.,Fifth I Ave.,Pittsburgh,Pa.,15213, opened 9/17/62,in Mellon Nat.I Bank &Trust Co.,Oakland,Pitts- burgh,Pa.,total $1,048.85 Insert this total opposite "Jointly Owned Property",Schedule"E"524.43 in the "As Reported"column on the last page of this return. ,. ,~~OC ..3,7,!(12-63)• • fOl\fMf/NWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesof,all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH--'-_._-- First Pres.Church,' California,Pa.none yes $2,000.00 bequest Alumni Assn.,California State College,California, Pa.none yes $1,000.00 bequest- Lelia v.Kaleita • California,Pa.sister yes $10,000.00 bequest Frank E.Kaleita, California,Pa.brother-in- law yes $5,000.00 bequest Lavena L.Reed, Pittsburgh,Pa.sister yes residue ., ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE No exceptions MATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration (No. D<THE Year . (Executor-Administrator -must complete "As Reported"column #1.) CJ 'Co.!~FO ~..,.0 en-en0'"'"l e:...en .1-4 ::l en en .l:l en 0 --3 (;"::I ""docT~'"l ~...-0en><~"'Cl~enc-'"l (D 0 ~"'Cl t%j en'"l en .......'<~....en J.ALBERT REED;' Deceased Late of ....13.oT911.gb.....Qf ..GE).l:Lfo.r.nla..... REPORT AND APPRAISAL Commonwealth of Pennsylvania 05.>::: CJ)en(')(')?"?" enc::~~.,.>.~ 0< :0;: ~g.:........... ~=W:l?j ::T' :--.-.>_..C'5.: i 1rl~f3h~n.Kt;()n .County of -oo~-oo-oo-oo-oo 'f-JIvJ -;...0.. ,I\.):0' VI.:.eo, ;.p:-:. .x;: :f=""'0.$-:~ :VJ :0 .f-J ~.w'.:0:>'~.........:......,~ :-..]:-~:r--:~:-r-enf-J:0e..:.:.-:~.O.f-JO Thomas L.Anderson ~} "~- .~~-00 -00 -00 -00~.'.•,•.~••<;..II ~:h::~u!.~.: .~~':~~~:.'·--"'-J'-r;~-(\.~.~.2.'-' - . . . . -::I~:.0 .~.a..~~~ ,'" " RCc-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFER TO J In Re:Estate of I.ALBlaT RIB» WASBItfGTON County -FileNo.63..$9.9$1 De ar Mr.Kale!ta = You are hereb.y..notified that.the,...•......or111.1 .... appraisement in the estate of J.men Ree .'. has been filed in the office of the Register of Wills qf Waalilngtoll County on .Sept.mbll"11,19.71.Said appraisement reflects the following valuations: Jt.He14 Real Estate ......-::-=--=--==-~__-.....;... Personal Property 138.741.41.....-~=.,..,;.sn2f!i4~.4T.!.!3~-- Total -------,:1=J:;.:.9:...1J-,:2::.::6~5~.w=I4:.;l!·.;,....- As to such tax that is paid within three death,a five (M,)percent discount is allowable. remains unpaid after one year from date of death, of six (8%)percent per annum is charged. months from date of As to any tax that interest at the rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _--:;;..S=Gp"'-':;;.::e:;.::Ul=h=e=.l"--:l='1"-,J,....·..=l=t..o...:'O=..··_..Signed Titie Note:This is not a bill. ~:.~,C C.39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of REED, (Last Name) J. (First Name) ALBERT (Initial) DATE OF DEATH 8-21-69 FILE NO.63-69-981 9-17-70 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the ri tin edules "A","B","C",and "E". Dated:------------- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report th~t I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $$'----=--=-=----=--=-=,..---1---,.,:_138 741 41 VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $-+__6% Tax on $---------+--5% Tax on $lD$. Tax on $_('15%) Exemptions ---.- Total Estate ......__ TOTAL TAX COMPUTATION OF TAX $----------f-- $----------f-- $----------f-- $--------+-- $----------f-- $-----_--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 $----~L- Estate tax paid $-.Il.- BALANCE DUE $----.l~ Add interest at rate of 6%from ------I.to-----$------It=TOTAL TAX BALANCE $--------~, PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will l N Administration ~o. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF J.ALBERT REED..................-. Deceased Late of ..CALIFORNIA County of WASHlNCIrQN ...,'. \ I I Commonwealth of Pennsylvania REPORT AND APPRAISAL ~.., I Form &C~-2 '.DEPARTMENT OF REVENUE •~.,It. BUJtEAlS OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 .. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....$.~.P.t.~m,1?~:r......l7..,:.L...~.ZQ.... •COUNTY W~.~.P.:.!.p.g~.!?.~. FILE NO §.~..:..§..~.:..~.~..~. Whereas,J.~Al..p..~.r..t.R.~.~.4.late of g.~!.~.f~.~.~!.~.. in the County of Washingt.o.n Commonwealth of Pennsylvania,having died on the 2.l s.t day of A.1J.g~.~.t.19 §..~.,seized and possessed of an estate b'ttl h .t T d th I f th C lth f P IsuJec0nenanceaxunereaws0eommonwea0ennsyvama; Therefore,I,...................w:.~..R~......C.h~:n~y ....................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONALTY: See copy of Schedule "B"attached to appraisement 138,741 41 JT.HELD: See copy of Schedule "E"attached to appraisement 524 43 , ,.'~.-.,.., •...'-i ~;< \.) c ·. , .....-.·.-·.. :.-. Total 139,265 84 • form~;v~~hb~':::fh~W<>l"ll.:;:,g~.~oher~~~o~~e~t:;is~~de1~2~ ······?J:.·······,·······················z~Appraiser .....~;;z?~')L ......................··;~::~, Estate of . RESID.ENT INHERITANCE TAX APPRAISEMENT "70 nn f?;'1;,..;,..,-l ~!) .................WASHINGTON .County r'~~,f"~f~!:Ii,._:~cnL_) n~,")!::J 27 -, -I ~ ... ....-. • J.ALBERT REED Deceased. Late of CALIFORNIA Date of Death August 21,1969 A ppra;'seille11t ;~;~~·t···;~·~~.·,···:..·.·::::.....::.~~::·:··..::::...::::::::':'::: ''''\f I l"\(.;....!r ;.~f t..>!~!O1\U':::'\,j L L t..i·;.l t i \J t-"r HEGiSTER OF WILLS W:,SHINGTON CO..PA. ~.. f,J .) ',J .' -' ~. P 1-2 ATage,HO•63-69-981...................................... Filed in Register's Office,.Se..p.t .•......l.7 19.7.0 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. v .'. 'or ....,;) ,-:::. -. ...: ,. \, -- ::.; ... , .- I.- ... . ::-...' , -------------------------- Form RCC·1O rY'~3 ~~/~)lJ?/ DEDUCTIONS ALLOWED IN J .". THE SUM OF ............$J~Zl.~.~oOFFICEOFTHESTATEMENT.OF DEBTS.~..-.."..REGISTER OF WILLS Washington AND DEDUCTIONS '~:~:'~:Vp'~~=~~OOFCOUNTY AND AGENT OF THE COMMONWIi....LTH Regider of Wills,Age"'-IIN. J.Albert Reed California.Penn'a.V ESTATE OF L.ATE OF -- DATE OF FILING APPRAISEMENT Nov.18,1969 DATS OF DEATH August 21,1969. DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOIll 1969 Sep 4 Russell Marino,Register letters,2 she certs 20 50 Sep 5 Wash.Co.Reports advertising letters 14 00 Sep 16 Observer Pub.Co.advertising letters 14 00 Sep 29 Greenlief &Caletfe funeral expenses 1,398 00 Oct 6 City of Pittsburgh fatal accident report 3 50 Nov 18 Russell Marino,R~;g.filing inventory 15 00 Nov 19 Bureau of Vital"Statistics death certificate ,1 00 .L\j(1J 5 bill 93 00JanDr.R.F.Kleinschmidt doctor I Jan 13 Russell Marino,Reg.short certific~te 1 00 I Jan 22 Mellon Nat Bank estate box rental ,11 00 Apr 13 Russell Marino,Reg.short certificate 1 00, Apr 13 Dr.Anthony F.Susen surgeon,fatal accident I 400 00 Apr 13 Pres.-University Hospital hospital bill r 1,239 70 Jul 15 Thomas L.Anderson attorney for estate 5,000 00 July 15 ~~w~t;.d'RLe*Jaleita and "6.250'AD [A eita executors'comnensation 00 , Jul 23 Russell Marino,Reg.filing account !16 00 Sep 1 Clark &Co..income tax returns ,150 00 Seo Ie)Ann Sloan notarY fees ,3 SO Sep l~Gladys C.Marshall notary fees ,4 00 Sep 15 1st Pres.Ch.,California ,P~charitable bequests ..0-~O I•--c,.- Sep 15 A~m~A~f~e~eCalifornia charitable beauest r;-eOO 00•- Seo Ie)Russell Marino,Reg.final court costs.estimated DO ...:1.....'7 t..Ar::207 (L.S.) COUNTY OF Washington XIX 1oTe,Edward Lee Ka1e1tA and Frank Be KaJeita HEREBYCERTlI"Y,THAT.TOTHEBE.rOF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS ....JUST AND TRU e llfATEMENT OF DgBTS,FUNERAL.EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTA.TE OF ,1.A J be~~~.oECEA'£'AS EDUCTIONS FOR INHERITANCE TAX PURPOSES.wf' ~.RIl.(L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS 3rg DAY Of' /~r~'~f-v.4d~1-"·1fah&b.. Washington,Washington County,Penna. My Commission expires April 12,1971 COMMONWEALTH OF PENNSYLVANIA I ·t::.1~ ~-j \::1 U)..q-..J Q~~,1'•..J;. ft:";;:0 C'Lt....-".'" 0 ..~:>,-c:; (:)-..J Ct-:fo~-r ~~....-, ~--..eU .::....:.> ., L:'-":,'-..-", ~:-...:...""S ..::c;.r-et')CO!1-.:;,')::t:'""""''''''',",,1::v'J :.-~'::.D (I)~~""""~e::l.U -':Cc::>c::~"I-. 1'__ .::.:.:a....