Loading...
HomeMy WebLinkAboutOC1969-1126 - ESTATE OF LARIMER<r & ~--0 f-I I ;;_ (., . .' c~ ··~;-<c.-~-.. ~ .,1\ffibauit ®f fxerutnr ®r 1\bmtuistratnr ---...:...., --.-.Y ~tatr nf Jruu.aglttauia } Qtnuutg nf lla.a4iugtnu .a.a: Personally before me, the undersigned authority, a ... No.tar.}l' .. P..ub.l.ic ....... in and for ·said County and State, appeared .... !i~~~.Y. .. E.~----~-~~-~~~-~---·····································----.. who, being duly sworn according to law, deposes and says that he is the executor ~~~~ of the es- tate of ... H~t~~---~9~~-~-QY. .. ~~-~~-~-~! ...... deceased, that the foregoing schedules constitute . a ~) complete inventory and appraisement of the real and personal estate of .He~en .. McC.ur.dy .. La~:i,mer deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposit)/ 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 da.te of the decedent's death, based uporl a jus\::ra:::~::":,;:~~:·:, :~• j~• above namerljxOcutor 1~ d 0,-__ -_Ji;.~--19 69. } ............ Jd~ ... ~l ......... r·········~---~-~~---··················· -ay ·;· .... /" .. ~ .. ;~................... .. ..... _......... Ex cutor~ ~-............ :~~:d.~ ............................. . Notary Public,Monongah$1a, Washington co. ADDITIONAL INSTRUCTIONS My Commissi;>n :Expire~ March 23, 1970 -. 1. · An inxe~tory" 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 $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. . REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 lfuttrutnry aub 1\pprai.armrut .of the goods and chattels, rights and credits which were of ..... .He.i.e.n .. M.cCJJX'.dY ... La.r.im..ex: ............... late of ... M.O.:OQP.Qa.n.e.l.~.,. ............................................ . Washington C01mty, Pi!., taken and made in conformity with the above affidavit. DOLLARS CENT$ P E R S 0 N A L T Y Stock: 92 shares 10 shares 25 shares 24 shares 20 shares 40 shares 90 shares 40 shares 50 shares 50 shares 152 shares American Airlines, Inc., common, @ 30.5000 $ 2,806 00 :-American Standard Inc., common,@ 37.7812 Budd Co. (The}, common,@ 18.6875 Burroughs Corporation, common, @ 150.1250 Columbia Gas System, Inc., common, @ 25.9375 Eastman Kodak Co., common,@ 76.7500 Ford Motor Company, common, @ 45.6250 General Foods Corporation, common, @ 75.1562 General Motors Corporation, common, @ 73.1250 Hershey Foods Corporation, common, @ 22.7500 Manhattan Industries Inc., common, @ 22.5000 (SEE RIDER} 37J 81 46J 19 3,603 00 518 75 3,070 00 4,106 25 3,006 25 3,656 25 1,1371 so 3,420 00 ~ I . ...0 ,, {RIDER) 66 shares Merck & Co., Inc., common, @ 94.9062 40 shares I 26 shares -• 157 shares 24 shares G. C. Murphy Company, common, @ 24.9375 Ronson Corporation, common, @ 32.4375 SCM Corporation, common, @ 30.9062 Squibb Beech-Nut, Inc., common, @ 56.1562 90 shares Sterling Drug Co., preferred, @67.3750 30 shares Union Oil Co. of California, preferred, @ 69.2500 37 shares Western Pennsylvania National Bank, common, @ 23.1250 TOTAL PERSONALTY i· $ 6,263.81 ~·7 .so 843.38 4,852.27 1,347.75 6,063.75 2,077.50 855.63 $ 49,470.59 \ ' \· I . i ',..., \._ . .... f:.l j ... \ ldt.!··~ L :3-&.v-;/~?. Inventory and Appraise- ment I.N THE. ESTATE OF HELEN MC CURDY LARIMER Filed 1969t I . l '' '· ... ""'"Y1 ~ ,,,; en c.c '!-.; l ~·m~ ~ f./')-.Cl') g .:re fl"-"!1' J ~.-=if/ c::::> ~ -~ {J'J <:::= ~ ~ ..... ,f'"P .. rr ~ ~i'j ,.~ . , c:) ' a··d'·" r·""' 9 ~~;.;;..; '' :::r;:.. ~r tt:?J ;Li ;R: :::z i d %Q I ~ o' ~ :-:;:: • r' ~ ""'g r= © ~ fft , . ..::::- ~ 4~~. Oi<f,~O-(p~ '-/£6 C!!nmmnuwralt4 nf ttfruusyluania.} .as. llaa~ingtnn C!tnunty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 7th day of October 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, Ill .the C::m1monwealth of Pennsylvania, the last Will and Testament of H E L E N McC U R D Y L A R I J.l.l E R late of Monongahela in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and HARRY F. LARIMER the Executor 111 said Will and Testament named, having appeared befo:-e me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said ( --.. -." .. ("-: .. ; .. -.. ·· HARRY F. LARIMER committing unto him·· the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring him to exhibit a true and perfect il).ventory thereof into the Register's Office, at Washington, within ninety days ·from the date hereof, and to render a just and true account of said administration at the expiration of six months 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 hereur~tco set my hand and the seal of said Office at Washington, this s e v e n t h day of 6 c t o b e r m the_ lear of our Lord one thousand nine hundred and s i X t y -n i n e • J .. ' .· i ~ ~ !txj ~ tl:) ........ ..... tl:) i +1 ~ ~ :(') ITl t !o (/) G) -1 iO )> tl:) i::U -1 t= ,. ~~ ITl ..... 0 fa tJ !~ ., a ~ tl:) ~ = i::u ..... f./.) ]H fa ~ ~~ +-t r i::U sc: ~ ! ! : i ' i. ·,, ·:~~<:;,. ~ . '.. . "· ---·--....... ~ ..:..., ~~ ... -.. :~~.:..... .... -...-.• -__....:-..;,,.a;. ... ..,.~~ ~ ... ---~ ....... ~ __ _.,.,....~~l-' .. --~ -# J.....\o,.,~~~ ~_.....;:..'"'""", .. ......._._. ............. _ ... _,.. "'-""'-. ;I / . ji ,, I i I I II II 'I II !, ~ LAST WILL AND TESTAMENT I, HELEN MCCURDY LARIMER, of Monongahela, Washington II II County, Pennsylvania, do make this my Last Will and Testament, II !I hereby revoking any and all wills at any time heretofore made by il I' I me. I j· FIRST: I direct my Executor to pay my lawful debts, I the expenses of my last illness and my funeral expenses. li SECOND: I give all my tangible personal property, II ii including by way of illustration, household goods, furniture, I' 11, 11 furnishings, books, pictures, silver, chinaware, jewelry, auto- . "· Ill mobiles and personal .effects, together with any insurance thereon ii I' lj to my husband, HARRY F. LARIMER; provided, however, that if my ~ . ij husban~ predecease me, said property'shall be sold and the II 'I ~ proceeds added to my residuary esta~e • . I I THIRD: All the rest, residue and remainder of my ~ estate, of whatsoever kind and nature and wheresoever situate, of fwhich I shall die seized and possessed or .to which at the time of ~ . II I! my death I may be entitled, remaining after the payment of taxes !i I! as hereinafter provided, I ·give, devise and bequeath to WESTERN T PENNSYLVANIA NATIONAL BAI\K, IN TRUST, NEVERTHELESS, for the j i 1 following uses and purposes: I I I i A • ) My Trustee shall hold the principal of the I trust estate for the use and benefit of my husband, HAR~Y.F. I LARIMER, and shall pay to him, or for his benefit, the net income \ therefrom, in installments convenient to him, but not less frequently than annually, for and during his lifetime. Further, during my husband's lifetime, my Trustee is authorized to pay and I ··' -. --~------.. .I I I lj 11 distribute to him, or for his benefit, from time to time, so much / of the principal as the Trustee in its discretion deems advisable for his comfort, maintenance and support, and to aid him in the event of any circumstances or condition affecting him wherein money is needed. r ! B.) Upon the death of my husband, HARRY F. LARIMER, during this trust for his benefit, or upon my death-in the event my husband fails to survive me, my Trustee shall distribute the entire balance of the trust estate as follows: 1.) TWENTY-FIVE HUNDRED DOLLARS ($2,500) to my nephew, THGr.-fAS s. MC CURDY, his heirs and assigns; 2.) TWENTY-FIVE HUNDRED DOLLARS ($2,500) to my nephew, HARRY PAUL MCCURDY, his heirs and assigns; 3.) FIVE HUNDRED. DOLLARS {$500) to my niece, MARY ELIZABETH-KRAMER, her heirs and assigns; 4.) FIVE THOUSAND DOLLARS ($5,000) to my ·sister-in-law, REBECCA L. SHERRATT, her heirs and assigns; 5.) One-sixth {1/6) of the remainder to my ·niece, HELEN H. ABBOTT, her heirs and assigns; 6.) One-sixth {1/6) of the remainder 'l:o my niece, NANCY H. COLEMAN, her heirs and assigns; 7.) One-sixth {1/6) of the remainder to my niece, ELIZABETH H •. WOODS, her heirs and assigns; 8.) Three-tenths (3/10) of the remainder to my nephew, WILLIAM F. SHERR.'\TT, his heirs and assigns; 9.) One-tenth (1/10) of the remainder to my niece, MARTHA s. SKELLY, her heirs and assigns; and 10.) One-tenth {l/10) to my sister-in-law, REBECCA L. SHERRATT, her heirs and assigns. \ .1 I I r ' ·------~--·------------·--------~ ·~·--------··------.. ---·-___ .. _ ·-~ II · 'I II ~ · ·FOURTH: In the event that a benefi::.iary hereunder I shall be a minor at the time he is entitled to receive a share of the principal or of income, such minor's share shall then be held in a separate trust during his minority b:v my Trustee, and so much of the income and so much of the principal thereof as my Trustee in its discretion may deem advisable for the main- tenance, education and support of such minor 'shall be paid to such pe~son as may have the custody of the person of that minor at the time any such payment is made, but without liability on the part of my Trustee to see to the application of such payment, I or.may be expended by my Trustee direct for such purposes. Any ,j· income not so expended shall be added to principal and invested I in acc·ordance with the terms hereof. W.1en such beneficiary a~tains the age of twenty~one (21) years, the ~hen principal shall be transferred and delivered to such beneficiary absolutely and free of trust. FIFTH: Neither the principal nor the income hereunder shall be liable or subject to the contracts, debts, liabilities ·I or torts, now or hereafter made, contracted, incurred or I I I I I I committed, of any beneficiary; nor shall the principal or income be liable to attachment by garnishment proceedings or other legal process; nor shall any assignment or order, either of principal or income, given by any beneficiary be valid; but the principal and income shall be paid by my Trustee direct to or for the use .. of the beneficiary entitled thereto, wi~hout regard to any assignment, order, attachment or claim whatever. SIXTH: In addition to powers given them-hy, .. law., my Executbr and Trustee and their successors shall have the following . ._,-~· ,· ! I diScretionary powers applicable to all real and personal property held by them, including property held for minors, effec- tive without court order and until actual distribution: A.) To take and to retain as an investment, without any duty of diversification, any and all securities, or other property, real or personal, received hereunder, including specifically stock of the corpo!ate fiduciary. · B.) To invest and reinvest in such stocks, bonds, mortgages, securities or other property, real or personal, in- .eluding any common trust funds, as they may believe advisable, without being limited to the classes of securities or investments in which fiduciaries are authorized by law to invest trust funds, including sp~cifically stock of the corporate fiduciary. C.) To operate any·business, cause or join in any incorporation, partnership, recapitalization, merger, reorgani- zation or·voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assess- ments; and generally to exercise all rights of investors. D. ) To compromise controversi;es. E.) To exchange or sell for cash, property or credit, publicly or privately, or to lease fo:r any term regard- less of the duration of any trust hereunder and to give options for these purpo~es without obligation to repudiate them in favor of a higher offer. F.) ·To make distribution hereunder to any person I entitled· thereto in kind, in cash, or partly in kind and partly in cash, as they shall believe advisableo • ' 0 ... ;· G.) To borrow money, including the right to borrow from the corporate fiduciary in its commercial banking capacity, and to mortgage and pledge as security •. H.) To apply income or ·principal to which any beneficiary is entitled directly for his or her comfort, main- ! tenance and support should it deem such beneficiary.incapable of receiving the same by reason of age, illness or· any infirmity or incapacity, or to pay the. same to such person as. it selects to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian. SEVENTH: I direct my Executor to pay out of the principal of my residuary estate all Federal Estate, State Inheritance or Estate and Succession Taxes imposed upon or with respect to my estate or any property in which I may have an interest, including any property not formin9 a part of my testamentary estate, but includ~d in my gross estate for tax purposes, except any property over which I have a taxable power of appointment, in the event it shall be held that I have not exercised such power of appointment in this Will, at such times and in such manner as my Executor, in his o:r its discretion, shall deem advisable; ·and no such taxes or :any portion thereof so paid shall be collected from or paid by any other person, . persons or corporations by way of reimbursement, pror~t:lon, I apportionment or otherwise. EIGHTH: .I hereby nominate and appoint my husband, HARRY F. LARIMER, to be the Executor of this my Last Will and Testament, to serve without bond. Should my said husband predecease.me or should we both die in a common accident or at l l ... 'I' ~--·-~··-----r·-·· :--. the same time, then in such event, I hereby nominate and appoint WESTERN PENNSYLVANIA NATIONAL BANK as the Executor of this my Last Will and Testament. seal 'this . . , IN WITNESS WHEREOF, I have hereunto set my hand and /l 2 7 day of .;~.L-,. ,.; t t .0 _ '· .-,. ., 1966. '.j I .. ---·1 •-') ~· r. (_ 0 . ':-~f: 1/ · L , ' ( ,.-1 )', r··.(t 1·,·-:""Z."·-:--:.,-, .S~AL) McCur~.dy. Larimer .,. SIGNED, SEALED, PUBLISHED AND DEGLARED by the above pamed Testatrix, HELEN MC CURDY LARIMER, as and for her Last Will and Testament, in the presence of us,. ,who, at her request, in her presence and in the presence_of eadlil other have hereunto subscribed our names as witnesses. ,,,,; u.,· • • ·,,._I l' \ . I "' --<._.((. .. : .-:.! "" . . '. !·{( ( ;·. -'J t.'"")·-. Address Address r f): ·"--L· • ·-)·"·. , ... r' ,._, ..1 "--:-_ ( ,• :" ··-'" \ I .___, : .. ; r .. ! ; I, ~ ' :; ' ------------------~--------- I i ' I ·J e., --. .•. : .... CODICIL TO THE LAST hTILL AND TJ.STAfvlENT I I OF BEL EN MC CURDY LAR I t:fE.R I, HELEN MC CURDY LARIMER, of the City of f\1onongahela, ~ashington County, Pennsylvania, do ~ake, publish and declare this to be the First Codicil to my Last Will and Testament dated the 27th day ~f January, A. D. 1966. FIRST: Whereas, by the aforesaid Will, under Ite~ . B-1 of 'the ·Third paragraph, I directed my Trustee to distribute the sum of TWENTY-FIVE I-IUI\TJJRED.{$2,500o00) DOLLARS to my nephew, THOl\1AS S. ~·1C CURDY, his heirs· and assigns, and Whereas, my said nephew, THOl'·1A$ S .. I\1C CURDY is now de- I· i I I I I I I I ; I I I I i i I I I I ceased, I hereby revoke said legacy, and I direct, in lieu thereof, FIVE Hlli\'DRED I that my Trustee distribute the sum of ONE THOUSAi\'D I {$1,500.00) DOLLARS to RUTH, the widow of the said THOf·1AS s. fvlC CURDY, and tre sum of FIVE HUNDRED { $500o00) DOLLARS each to his son~, THm·1AS and JAMES, their heirs and assigns. ·I SECOND: That I direct that Item B-3 of the Third para-i .graph of my Will be amended to read as follows: ONE THOUSAND ($1,000o00) DOLLARS to my niece, f·1ARY ELIZABETH J<...qAMER, her heirs I . 1and assigns o In all other respects I ratify and confirm my said uast \1Jill and Testament ·dated the 27th day of January, A. D. 1966o ~VINTESS my hand and seal this .1 r:., -.....:...~-day of July, 1968 0 . I ,,, -... l ! l I I I~; Signed, sealed, publislwd, ;~nd declared by the above I I n<\mcd 'l'cstratrix, !!gLEN r.1C. CURDY'Li\I·Hfl.ml~, a·s and for the First ,., r· cL_ · :)t_: --·I Codic{ l to her Last tvill and Testauir•nt, dat-ed the clay of July, A. D. 1968, in the pre~oncc of us, who, at her t i t request, in her presence and in the presence of each other, have I hereunto subscribed our ,names as wi tn<>sses. . /\· i ·-~-Qt I · /_) ~ ·· f/)i /\ I{-~ 1: tr t l '. /. )\,(,'~/u_.zc<Liil-1 Residing '1'1 1\ <! /-\ . ·.... I\\ ~I I I tr { V J '1 I ) t t\ '-'\'•~·. /' ~ I ' '"· \ I\ \ . < ~ ~ . • ' I· "L I \ '· 'I '"· Cd ();, --~~--~~~"-'------'----=--·-'--" ... , ..... --------.. -... -....... -..:..~ ....... , ·_;,._ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: -r The within named Accountant being duly sworn according to law, deposes and say sthat the above account as stated is true and correct as .............. .h.e. ...................... verily believe. Sworn and subscribed before me this .... ..l£ .. ~ ... ~ .. j .... 'fd ......................... . day of ................ .J..l:lJY ........................... 19 .. 7..9..-.... · ~~ .. -~-~ .. ~--............... . . .............. u .................................................... . rMRIC:j E. ·~:;u:::trJ, ~Jo:ary P!!blill Mono .. ~·roflc:~, ~:.'e:3::ington Co., Pa.. flly Ccr.1mi~sion Expirlls July 14, 1973 Warshington County, ss:· 1-! Q. ""' 0 f.l! ...., ·:::li .o::i 1::1 O! ::s ~j 0 a>: <) ~! <) <11 -li Wj ::~:;: <tl .i ....lj 1-!l Q)i ""' ~! Si 0 d' ·r-li l'il o::i 1-li E-< ::::>: co: "'· <11 :Ji ....lj E-< C\li ~! Ul :Ji l'il •: ~: ~: ~: .: 0\i zi :>i \Oj w: 1-!i •: ~j 1-!) ('(): co: "'! ~' ~~ c:i z ·-. -~ f'"' r ·-.... ~ -· 1 I do certify that I have given legal notice to all persons concerned of the filir'·;J of the within account in the manner prescribed by Sta·tu•te end Rule of Court, as evidenced by proofs thereof filed to· No .. b3:_2()__~:.J..2.Q ......... .. Wit ~ss my hand and official ·seal this .. 3i-!?!::. ......... . .. . ...... -··· TJI:iii:.:· ·: . 1 rlP .. .. -~-llliY .. ~ ........ day of.. .... Register of Wills '" ~ ---' \. +-' ... ::s 0 0 0 .... ';f;<-.., ••• 0 Q) ..1::1 ... ...., 0 I r:-[)~ 0 I..,;. tl-_ ...., .!d ... Q) ~ '70 JUL "6 ?0 nn 0 II 5(f '8 iE N 0 t :.< RUSSE;,L ~~ I I, I' ·~I ::C; /C:;~d N 0 REGISTtR a (' f" <I! Ur WILLS ~~ASH IN GTON ~~ «l: CO., PA ~ ~~; rl ' ·-1 ·\, ~ :ro r-l: 0 Q) Q) ~ ·ri ...., ..1::1 :;: ...., q:: ~ 0 0: ' 1::1 t"i <) 'd (!)_ 1::1 ci <11 .... .. ,-, .. ).. J ~ <'rj ~ \r) --... k ~ • I .,.;...... / If_ ., Counsel for Accountant l t: ' ' ' • ·;;. .. . ESTATE OF HELEN MCCURDY-LARIMER, Deceased, late of Monongahela, Washington County, Pennsylvania. First and Final Account of Harry F. Larimer, Executor. Deeedent died: September 14, 1969 Letters granted: October 7, 1969 Account stated to: April 10, 1970 Inventory and Appraisement filed November 10, 1969, in the Register's Office in Book ___ , page Real.property 0 Persori~l property $ 49,470.59 Total Inventory and Appraisement $ 49,470.59 Income-Personalty Less Expenses of the Estate BALANCE FOR DISTRIBUTION 999.02 5p,469.61 v -5' 135.38 • ---- $ 45,334.23 '• ' . ' 1-15-70 ,6-15-70 9-24-69 12215-69 3-24-70 10-20-69 1-20-70 4-20-70 12-1-69 1-12-70 5-12-70 11-20-69 2-16-70 5-14-70 10-1-69 t-12-70 '4-1-70 12-l-69 3-2-70 6-1-70 12-10-69 3-10-70 6-10-70 12-5-70 3-5-70 6-5-70 •, ; INCOME-PERSONALTY Dividends American Airlines, Inc. $ 18.40 American Airlines, Inc. 18.40 American Standard Inc. 2.50 American Standard Inc. 2.50 American Standard Inc. 2.50 Burroughs corporation 3.60 Burroughs Corporation 3.60 I'\ :Burroughs Corporation 3.60 Budd Co. (The) 5.00 Budd Co. (The) 5.00 Budd Co. (The) 5.00 Columbia Gas Systen:., Inc. 8.00 Columbia Gas System, Inc. 8.40 Columbia Gas System, Inc. 8.40 Eastman Kodak Co. 10.00 Eastman Kodak Co. 21.20 Eastman Kodak Co. 10.00 Ford Motor Company 54.00 Ford Motor Company 54.00 Ford Motor Company 54.00 General Motors Corp·:Jra tion 75.00 General Motors Corporation 42.50 General Motors Corporation .42;50 General Motors Corporation 26.00 General Foeds Corporation 26.00 General Foods Corporation 26.00 9-5-69 Hershey Foods Corporation 12-5-69 Hershey Foods Corporation 3-13-70 Hershey Foods Corporation 10-1-69 Manhattan Industries Inc. 12-22-69 Manhattan Industries Inc. 12-30-69 Manhattan Industries Inc. 4-1-70 Manhattan Industries Inc. 12-22-69 Merck & Co. 1-2-70 Merck & Co. 12-2-69 G. c. Murphy Co. 3-2-70 G. C. Murphy Co. 6-1-70 G. c. Murphy Co. 10-6-69 Ronson Corporation 1-1-70 Ronson Corporation 4-28-70 Ronson Corporation 10-22-69 SCM Corporation 1-22-70 SCM Corporation , 4-22-70 SCM Corporation 12-10-69 Squibb Beech-Nut, Inc. 3-10-70 Squibb Beech-Nut, Inc. 6-10-70 Squibb Beech-Nut, Inc. 9-29-69 Sterling Drug Co., preferred 3-28-70 Sterling Drug co., prefer~ed 11-10-69 Union Oil Co. of California 1-10-70 Union Oil Co. of California 5-9-70 Union Oil Co. of California 10-10-69 western Pennsylvania National Bank 12-26-69 western Pennsylvania National Bank 4-10-70 Western Pennsylvania National Bank TOTAL DIVIDENDS RECEIVED • . . ; $ 13.75 13.75 13.75 21.28 13.20 21.28 21.28 13.20 33.00 12.00 12.00 lZ.OO 3.88 3.88 3.88 23.55 24.00 24.00 9.00 9.00 9.00 33.75 33.75 18.75 18.75 18.75 8.14 11.10 9.25 $ 999.02 ... .~ .. i . Date: 9-13-69 9-13-69 9-21-69 9-24-69 9-27-69 10-3-69 10-7-69 10-7-69 10-8-69 10-18-69 10-18-69 11-10-69 11-10-69 12-10-69 ,;.. EXPENSES OF THE ESTATE OF HELEN MC CURDY LARIMER, DECEASED. Payee: Clara B. Van Kirk Span & Taylor Drugs National Ambulance Clara B. Van Kirk Clara B. Van Kirk Crall's Florist Russell Marino, Register of Wills Washington County Commissioners Washington County Reports L. M. Frye Funeral Director Reverend Doyle H. Snyder Hazel K. Evans, Notary- Russell Marino, Register of Wills Quinette Monument William H. Robinson Remarks: Nursing services Medicine Ambulance service Nursing services Nursing services Flowers Letters and two short certificates Zerox copies of will (Cash) Advertising Letters Funeral bill Funeral services Notary £ee Filing Inventory and Appraisa 1 Headstone Legal fees Amount: $ 87.00 21.65 20.00 75.00 60.00 70.00 27.50 11.20 14.00 1,900.00 20.00 1.50 4.00 350.00 2,473.53 TOTAL EXPENSES OF THE ESTATE $ 5,135.38 THE DAILY REPUBLICAN MONONGAHELA, PA. ,.- ' \ PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929 P.L. 1784, Sec. 3. paragraphs (3) and (25l. County of Washington 1 ss: State of Pennsylvania f Personallh appeared before me, a Notary Public in and for said county and state, .... ~-~-~!:~ .. __ o;r __ Q~P~Q~ ..... , who, being duly sworn, deposes and says: thaL .... ~h~........ is the ..... P._~-~~-~-~p~~-----------of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said company is the publisher of The Daily Republican, published daily except Saturday and Sunday, -having its place of business at Monongahela, Washington County, Pennsylvania; that the said Daily Republican was established in the year of 1846; 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 newspaper in its regular issues on. the following. dates: ........... QQ_~Q~;r .... l,2_,____~Q., .... ~'l.L_l969 ______ .................................... , ............................ , .......... -....... ___ .... _ .. .. Estate of Helen McCurdy Larimer that the. affiant or the corporation in behalf of which ...... ~-~~-...... __ is acting is not inter- ested-in ·ihe subje{!t matter of said notice or advertising nd that all of the allegations of this affidavit as to' -t~~---1~::: .... ~~-~-:J&.::z::r ~ publication are true. Sworn to and ~subscribed ;before me this .. c?..~ da~ of .......... tJJM~ ........... -......... 196.7:. -·····--······t~~~~~;;;P~bik My Commiss;on Expires M•r~i1 23, .i970 ESTAtE NOTICE .. Estate of H~.B!< Ml~lfdy. Larimer ctecease£, Ialii l;)f Monongahela, washiri~tOii Ciluflf1--J;>_efifia._ . Letters Testll;nE!!ltary upon the above estate Raving been . granted to the Ufiaersijfi@8, notice is hereby given to thos~ indebted thereto to make immediate payment, and to I those having claims o~ demands to present them for settlell'!ent. l Harry F. Lanmer, , Executor l 1001 Howard Street · Monongahela, Pa. 15063 , Attorney ,william H. RoblnsQn 253 West Main.. Str~t _ . :JVJ:onongilhela. Pa. 15063 Oct. 13, 20, 27, 1969. Washington County Reports \ ' Washington, Pennsylvania (FUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance wi~h the Newspaper Advertising Act ·of May 16, 1929, P. L. 178~ Sec. ~. paragraphs ( S) and ( 25). CouNTY OF W~1Sf!INGTON} ss. STATE OF PENNSYLVANIA Perso:1ally appeared before me. a Notary Public in and for said County and CommJnwealth, CHARLES C. KELLER, who, bebg C.U:y sworn, deposes and says: that he iS the Editor of the WASHINGTON COUNTY REPORTS, the officia!l. legal periodical for said Washington CoU:lty, published weekly hav·ing its place of business at Washington, Washington County, Pennsylvania, and is acti.Jg as its agent in this behalf; that the saiC. WASHINGTON COUNTY REPORTS. was established on March 31, 1920, ani was des:gnated as the official legal publication for Washington County, Pennsylvania, by order of the sever.al courts of said County, dated November 11, 19~:0: that the :;Jrinted notice or advertisement attached hereto is a copy of a n:>tice or adverti~ement, exactly as printed or published, which appeared in the f'aid legal periodcal in its regular issues on the following da1es: . ........... ~.t.o.b..e.r .... l6.,. .... ~.3. ..... 30 ...... 1.9..6..9. ......... . that the aff:ant or the corporation in behalf of whi:h he is acting is not interested in the subject matter of saii notice or adver.tis:.ng md that all of the :;:·~~· of ilip;;;;;;_~&_~d .:"~tt oO ilio pnbl'uti@ ..... 3.0:th .... day of ......... Qc.t2b.er ................... , 19 .... 6.9. ....... . ~:,=y:.:::r- W~Shlngton. Washington Co. Pa. MY Commission Expires' Novoember 1, 1969 .· Estate Notices } The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • LARIMER, HELEN McCURDY, Dec'd. ·Late of Monongahela, Washington County, Penna. Executor: Harry F. ·Larimer, 1001 Howard St., Monongahela, Pa. 15063 Attorney: William H. Robinson. 253 W. Main St., Monongahela, Pa. 15063 ' ' PETITION SUR .AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .... .HELEN .. MC ... CURDY ... LAR.I.MER. ____ -_____________ :_' No .... 63 ... 69-.1126.----·--------------····------·-···--··A. A. .... .. .... .. .. .... ------.... ;. .. ---........ --~-::_1_._ --.... __ .. _ .. --.... : .. --~~ .... • .......... : .. -.. -.......... --............ --.......... -~ .. _<~_ .... --~ • Fiduciary.: .. tl.~;r;-~y ___ f._. ___ L_at.i.m~r. ......... :····:.: ..... . Deceased · Date of , Date of Decedent's death ... ~~-:P.~~~~-~! .. X~'----~~-~~---··:···········--Grant of Letters .... ~~~-~~-~--J.'----~~-~~---·············: ........ . This is the .......... ;;_;~-~---~-~!.L.(~-~~J .............. : ............... account filed-in this estate If there have been former ··accounts filed in this estate, list file number. or number and term ....... N9.n~---················ . ' . .. .. .. ......................................................................................................... ····-------------------------------·---------------------........................................................................................................................................ . Date Election Place of; Filed ··---~~~~_w;iJ;_~---······· Record ·---------.,-----------------· ' . . Name of surviving spouse ..... ti.~~-~Y. .. .f..! ... ~-~~-~~~~------···········--·---···-····: __ ,_:_: ________________________________ · ___________________________ _ List issue, where material: •; r· · ; '7' .-.' {., ; · f I : ~ ' . : t ".: f.. (.:.,~ !. ~ C · .. ~ • ' .'. t tz: J ':... ;:_ ·: ::.· . -I Did d~cedent m'!-r[Y, after ~xecution of will? _(indi_cat7~ ~No. Any children born after execution of will? (indicate) ~ No. If ariswer yes, nom~ them_:: .................................... :. _________________ ------~---------------------------------------------------------------· • II. : . ' -------------·------------·--··----·------------------------------------------------------------------------------------------------------------------------------------------------------ -·· Leg.atees W~stern Pennsylvania National Bank, Trustee, Trust Department Harry F• Larimer Harry Paul McCurdy Mary Elizabeth Kramer Rebecca L. Sheratt ' Helen H. Abbott Nancy H. ·'eoi:eman Elizabeth H. WOods William F. Sherratt Martha s. Skelly Ruth McCUrdy Th.qmas McCurdy James McCurdy List, if exceptions to above: If partial intestacy, give facts: Relationship Trustee----=-- ' (, Husband and life tenant Neph~ Niece _ Sister-in-law - Niece Niece Niece . Nephew Niece Niece Grandnephew Grandnephew Adeemed: Revoked: Interest Fiduciary, if deceased or not sui juris During life tenancy, no beneficial interest Life estate under terms of trust $2,500.00 $1,000.00 $5,000.00 and 1/10 remainder :interest 1/6 remainder interest 1/6 remainder interest 1/6 remainder interest 3/10 remainder interest 1/10 remainder interest $1,500.00 $500.00 $500.00 Lapsed: Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice ·(Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause: ..................... _______________________ __ File copy of Notice and date of mailing ............... ~~.9.~-~~---~-~'----~~?.~ ............................................................ , ... , ... ,.,,,, .. , ... ,,.,,, ...... ,,,,,, .. , Is estate subject to the filing of a Federal Estate Tax Return? ................ N9.. ............................................................. ,., .. Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... ~~-~-~-99 .......................................... . If the Will makes any portion of estate subject to aHfe-estate, give name and birth date of life tenant ..................... . Harry F. Larimer born October 3 1886 ·----···------··· ····-·····--·····-----·····---'·-··----·-···························'········--·---·········----··----···········--····················································· 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. Nane •. Give referer:'ce 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: The E~'E!cut.or and life tenant'. Harry· F. Larimer' has advanced the cash necessary to iueet all expenses-of the estate so.that'the stock set forth in the inventory can be distributed in kind to the Trustee for his benefit during the term of his natural life. Balance for distribution per account, Itemize any additional debits not shown by account: Dividends: $---~~-'-~-~~-!.?.~----------· 7~24-70 SMC Corporation $ 24.00 7-24-70 Burroughs Corporation 3.60 7-24~70 Western Pennsylvania National 9.25 t Bank :· '?'· 7-24-78 Ro~son Cor~oration 7-24-7 Un1on Oil o. o% California Total additional deliits (Ad . · r. 58.70 :p ................................... . Itemize any additional credits not shown by account: 6-1~-70 The oaily Republican 12.50 Advertising Letters 7-27-70 Russell Marino, Register 7-20-70 ~ft~sgill~~i~~~a*fljng 355.90 Total additional credits (Subtract) Account 18.00 ··." ; .. r $ ..... ~~-~-~~-~~----------------- Balance for distribution $ 45, o:o0. 53 ..................................................................... If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Stock: 92 shares American Airlines, ·Inc., common,@ 30.5000 $ 2,806.00 10 shares American Standard Inc., comman, @ 37.7812 377.81 25 shares Budd Co. (The),· common, @ 18.8675 467.19 24 shares Barroughs corporation, cammon, @ 150.1250 3,603.00 20 shares Columbia Gas System, Inc. , common, @ 25.9375 ·518. 75 (SEE RIDER.) .. ' ~ ....... . .. RIDER 40 shares Eastman Kodak Co., common, @ 76.7500 $ 3,070.00 90 shares Ford Motor Company, commen, @ 45.6250 4,106.25 40 shares General Foods Corporation, common, @ 75.1562. 3,006.25 50 shares General Motors Corporation, common, @ 73.1250 3,656.25 50 shares Hershey Foods Corporation, common, @ 22.7500 1,137.50 152 shares Manhattan Industries, Inc., common, @ 22.5000 3,420.00 66 shares Merck & Co., Inc., common, @ 94.9062 6,263.81 40 shares G. C~ Murphy, common, @ 24.9375 997.50 26 shares Ronson Corporation, common, @ 32.4375 843.38 157' shares SCM Corporation, common, @ 30.9062 4,852.27 24 shares Squibb Beech-Nut, Inc., common,@ 56.1562 1,347.75 90 shares Sterling Drug Co., preferred, @ 67.3750 6,063. 75 30 shares Union Oil Co. of California, preferred, @ 69.2500 2,077.50 37 shares Western Pennsylvania National Bank, common, @ 23.1250 855.63 TOTAL PERSONALTY $ 49,470.59 . ·-....__ --/"" . -- If Family Exemption claimed by Petition, give place of Record:------------~-C?.~~-:-------------------------'~---------------------------------- If Family Exemption is claimed at audit, give name, relationship and basis for Claim:: _____ N9.n~---------------------------------,· List any advancement or distribution on account that has been made, and nature and amount of same: 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: . ~ Income to Harry F. :Larimer Sto~k inkind.as set out in the in~entory be distributed to the Western Pennsylvania National Bank, in trust, for HarryFF. Larimer, during the term of his life, aDd upon his death to be distr-ibuted to the remaindermen as set forth in the Will. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .... ~.WQ_~_n ______________________ doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best of ____ ~J,~---------------------knowledge and belief. . /~!Ffdi\5 ................... ~ ........................... . ~· ••••••.••• ······~ •• ~-........................ ·~ ••• ,,. ·~·· ••• ~ ~ !'~ .. ·~· ......... ····~ ••• ,, •••• , • ~onon~aheiia, Pa. Washin~ton County. \ No. ·---~-~~.Q.2~.lJ..~J) .............................. A.A. · 'l Estate of ..... J:U~t.~EN .. MC .. C.URDY .. LARIMER 1 Deq~ased '! Fiduciary .... !1~RY ... f..<t ... ~~-~~-~R ...... : ....... . ·--.... ---------.... ----------.. ---.. -------.. -.. ------.. ----.... --.. ----------.... --... r"_ ============================== 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, b.eing rule No. 9: paragraph b-e; 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. :·. · ......... W.~~-~J~-~---~-~---g~_~;~~~~---············-'·· Attorney 'Vd ··o 0 N OJ.~ NIH SV/;\ S "1ll A~ .:! 0 H 31 S I ~ 3 tJ 0Niel 1n~ ll3SSnt1 ·--.~S 2 Ud OE lJD OL :.a :J ·11 _:1 ' " > ,, -~ •• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY. PENNA. ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ) No. 1126 of 1969 I HELEN McCURDY LARIMER, ): ) :! Deceased. ) z ~ g HEARING ON AUDIT z z ld D. ~ BEFORE: 1-c z i en C( 3:: oc ti APPEARANCES: ~ Ul Cl .J C( § TIME: Cl ::J "'I ~ Oi ui ~ ff'HE COURT: 1-a: THE HONORABLE P. VINCENT MARINO, Judge of the said Court. WILLIAM H. ROBINSON~ ESQ. • of Monongahela. Penna •• representing the Accountant. Monday. September 14. 1970, at 1:30 o'clock P.M, EDST. Number 1126 of 1969, the estate of Helen McCurd) 0 D. ld a: Larimer, deceased. The Executor is· Harry F. Larimer and the I-ll! ::J 0 u ~ u iL IL 0 attorney is William H. Robinson. Mr. Robinson has likewise filed all proper papers in this estate and reports that there are no proble1ps for adjudication by th.e Court and no outstanding claims which have been presented to him or to the fiduciary. Is there anyone else in Court at this time interested in the estate of this decedent? ( NO RESPONSE))~, THE COURT: The audit of this account is ordered closed by the Court. ( AUDIT CLOSED ) j ' -- .....;.. _ _) I e ~ 1 h~eby eet~tify that thG proceedings and evidence are eontained < :> .J ~fully and accurately {n the n\..t~a tatum by me on the hearing of the above ~ ' . . ~ . ~ cause" and tnat this ~op1 1s a correct tx-•ua(!ript of the ••meA ·o .. Cl z i CD ; ~ a: .. !!! c .I < ij 0 :I ., :1: ~- \II ~above eause is hereby approved and directed to be tiled. ~ . .. II:· 0 II. ~ a: .. a: :I 0 u .I :! u ii: II. 0 , ( ~ . ' "".· ' .. ' ' ~n t4t Qlnurt nf Qlnmntnn Jl.rns nf lfns~ingtnn Qlnunty, J.rnnsylunnin. ®rp~nns • Qlnurt llitrisinn ESTATE OF N 63-69-1126 0, __ __;;_,~~--===--------- Helen McCurdy Larimer, In the matter of the..e __ F.L:..J...i.J..:r~s..~.~t......cJaJJnu..dL..:.F...&i.J..D.~&:aBul~ deceased. Account of Harry F. Larimer Executor ADJUDICATION AND DECREE And now October ::JO , 19-1Q_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balanc_§! for distribution in the hands of the Accountant is determined to be $ h5,006.;t3 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid aut 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 account _________ ..........:·:-______ _ Additional debit asked at audit Additional credit asked at audit Balance, _____________________ _ Deduct Clerk's Costs & Receip+c.'::.-------------- Attomey William H. Robins on Russell Marino, Agent, trans fer inheritance tax on the life estate only of Harry F. Larimer, life tenant, reserving unto the Transfer Inheri- tance tax authorities the right to further assess and collect said tax that may become due by reason of the right to augment said life estate as set out in the will; and further re- serves the right to assess and collect addition- al transfer inheritance tax that may become due at the termination of said life estate, balance presently due on life estate as aforP-said, Contribution to maintain assets of estate in kind, ~rJ'estern Pennsylvania National Bank, (nominee name of Caney and Company), Testamentary Trust- ee for Harry F. Larimer, life tenant under the terms of the will. The trustee is subject to properly returning to the taxing authorities for assessment at least annually, if fue power given in the will to augment the life estate of the aforesaid Harry F. Larimer is exercised, !!nd shall pay the tam due thereon that is pro- perly determined to be due. Assets to be in- cluded in said trust are set out as: - $ IJ.5, 3 31~. 23 58.70 -_$45,392.93 'Z 386.40(/7~-;z~ ~I ~45,006~-bJ 50.00~C-ti* ~~ · $44,956.53 19.11 $44,937.42 4533.17 $49,470.59 I !'I- ( \' l 0 ~ .... ~ I ::J z n .... p 0 :r Y"+• c co §, II) a 3 a 0 0 .... .... ... .... co .. ~ ~ t 8' 0 .... .... = :r .. (I) ~ & ~ ~ t'C) _, t'C) ') . - ' r ! - ') ': ')) r . r r " . ) r r ) 92 10 25 24 20 40 90 '-1-0 50 50 152 66 40 26 157 24 90 30 37 shares ltl! n It " If If If II II " If "== II n: ,, " " If American Airlines, Inc. com American Standard Inc. com Budd Co. (The), com Burroughs Corp., com Columbia Gas System,Inc.com Eastman Kodak Co. com Ford Motor Co. com ·General "F'oods Co. com General Motors Corp. com .Hershey Foods Corp. com ! -Manhattan ·Industries Inc.com Merck & Co, Inc. com · G. C. Murphy Co. com Ronson Corp. com SCM Corp. com Squibb Beech-Nut, Inc. com Sterling Drug Co, pfd $2,806.00 377.81 467.19 3,603.00 518.75 3,070.00 4,106.25 3,006.25 3,656.25 1,137.50 3, 420 .oo 6,263.81 997.50 84.3.38 4,852.27 1, 347.75 6,063.75 2,077.50 Union Oil Co. of Calif~ pfd ·western Pennsylvania Nat'l Bank, com 855 63 I ("' "!() ,..---~::;_:•:....:;....::: ,, .. q,•, •--'. ~9_470.59 ., ..... ... .. ... -... No balance I i ( cf --( /.. li_.) 1r·c~"" "'-.. , __ _ r ~ f ' \ r • r ) .. }-,, ,- ' I \ !( }1- ' r 0 r ~ 'Z' .... ::J ~-!r n ...... ? 0 :r 0 c (1) ~3 6 r ...... ~ 3 i (I) 0 0 0 r '""' .... ~ (I) ~· ., =-o ra .... S+ ...... :r (I) t = 'r tl ra r -~ . )d ~ ; -~ %:l ~ ~ e e .. IN THE COURT OF COMMON PLEAS OF \I! A SHINGTON COHNTY, Pl;:l\TNA • ORPHANS' COURT DIVISION NO. 63-69-1126 ESTATE OF HELEN MC CURDY LARIM R, DECEl\S D. DISTRIBUTION R.E.CEIPT ., --.. -:' -Ill ;".1 (') -:---": ·:~ ---' i ~ 1 -, ~) : -.. : ~ --' -:1 -.; ,--:.-(..) '--' -- ';::;) WILLIAM H. ROBINSON ATTD RN EY·AT·LAW 253 MAIN STREET MONONGAHELA, PA. 15063 1/ ,~ r ----------------~~~L_ __________________________ _. ____________ ~-------------------------------------------------- • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'/ COURT DIVISION ESTATE ·OF HELEN MC CURDY LARIMER, DECEASED • ) NO. 63-69-1126 ) DISTRIBUTION RECEIPT Th.e undersigned, hereby acknow).edges to have this day received of Harry F. Larimer, Executor of the Estate of Helen McCurdy Larimer, Deceased, the following personal property and assets possessed by said estate in full payment and satisfaction of the amount awarded to us by the said Orphans' Court in its Decree and Schedule of Distributioq filed to the above number, as Western Pennsylvania National Bank, (nominee name of Caney and Company), Testamentary Trustee for Harry F. Larimer, life tenant under the terms of the will, and in consideration thereof, the undersigned hereby releases and discharges the said fiduciary from any further liability on account of the same, viz: 92 shares American Airlines, Inc., common $ 2,806 10 shares American Standard, Inc., common 377 25 shares Budd Co. (The), common -467 24 shares Burroughs Corp., common 3,603 20 shares <I:olumbia Gas System, Inc., com. 518 40 shares Eastman Kodak co.' common 3,070 90 shares Ford Motor Co., common 4,106 40-· shares General Foods Co., common 3,006 50 shares General Motors Corp., common 3,656 50 shares Hershey Foods Corp., common 1,137 .oo .81 .19 .00 • 75 .oo .25 .25 .25 .so • ...__. ., .. • 158 shares Manhattan Indus~ties Inc., com. 3,420 00 (Decree shows 152 shares, but now 158 shares) 66 shares Merck & Co., Inc., common 6,263 81 40 shares G• c. Murphy Co., common 997 50 31· shares Ronson Corp., common 843 38 (Decree shows 26 shares, but now 31 shares) 157 shares SCM Corp., common 4,852 27 24 shares Squibb Beech-Nut, Inc., common 90 shares Sterling· Drug Co., preferred 30 shares Union Oil co. of Calif., pfd. 37 shares Western Pennsylvania National Bank, common TOTAL 1,347 75 6,063 75 2,077 50 855 63 $ 49,470 59 THIS DISTRIBUTION RECEIPT is executed, acknowledged and delivered by the Western Pennsylvania National Bank by its Attorne~ in Fact, Trust Officer, this 2.iJ() of -4(;~~_.:;ku:;..:. ;.;;.;._.:tA.....,~If-----' A . D. 1971 • WESTERN PENNSYLVANIA NATIONAL BY ATTEST: Yt:, r;; Qb o... ; TRUST OFFICER ~ DANIEL R. DELANEY, !SQ. {/ ASSISTANT TRUST OFFICER ~------------------------------------------------------------------------ BANK day 0 D a ....... ~ l STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ______ :;;_h~---------------------------verily believe. Sworn and subscribed before me 1his ... J~_t_h ______ _ day of ....... JJll¥------------------------------------19 ..... 1.6 .. ~--~~~~----···~-': .......... ··-··············· J. MARLENE c ~p .. PITfSBUR •• ITWf NOTARY PL' ._Jif. -~ .>"SION 1.~1-.. t • • :MY COMMI'' GH, AltfGHrNv CDUN "~·~ J Member,Pennsrlv:~or,,? •• ~,::,~ .• : JAN. 31, 19: r Washington County, ss:· · motrJot~t: ~ t '0 Q) Ul '0 10 Q) Q) Ul ' () .... IO!QJO Q) i'O I () . Q) 3 '0 0 <J S::::.$11 .. c; !-! .. ::3 Q) !-! Q s Q) CJ 1'0:. ·.-l ~~ 0 !-! Til 10 !-! : E-< ...:1 IOrl 1.0 < ...:Jrti N E-< ~ c; rn r-i Til '0 • ·ri r-i !-! Iii~ I ? 0'1 u !>lrO 1.0 () !-! c:: I :a: !-! ro M 10 : I.Oi s:: ::r:~ Q) 00 r-1 !-! H 0 Q) 0·.-i z ::r: 4-l!ill ~ .,, •·. f) •. EQW~WS: .. !'1 •. <1 ~-· ••• iS.'J:J'& .................. . BX; ___ !l!~Jl ... ~--- Marie A. Shepos, Trust Officer I do certify that I have given legal notice to all persons concerned of the filing of tthe W!ithin account in the manner prescribed by Statute and Rule oi Court, as evidence by proofs thereof filed to No .... !a .. -3 .. -:-: .. .Zr/a.-:: ... f.IJ .. L .... .. Witness my hand and official seal this ..... ~_<?. __ d _______ _ day of ------------~---...................... ----------19 .'1?. 1 I 0 -J--J.-I{ i3 . _________ ,t(._c----·~t~~--~f--wiii~ L t~ D, .... ~ .. "'• !c.:i io :(I..( :o i1': ~\~ ·:o ~0 i~ ~ -:::s >:l ol ... ,Q) .... -. "' §ri·---. ~ ! s : . :: : .... : >:l : 0 . <J : ... 0 .... ~ . -;::sl .. J /1 \ .. ,. ' ... • , '', J I f'"' ,--~ l ' / I . ' . ' ~ ·':.", ·I .. ,. •' I . :· . · ..... i .. , d to determine IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-69-1126 FIRST AND FINAL ACCOUNT OF EQUIBANK N.A. \ (FORMERLY WESTERN PENNSYLVANIA NATIONAL BANK) , TRUSTEE UNDER WILL OF HELEN McCURDY LARIMER, DECEASED . . . F.B.O. HARRY F. LARIMER (NOW DECEASED) Account No 31-6585-00-9 June 1 1976 • I s UMM A R y SCHEDULE A PRINCIPAL -PERSONALTY Receipts pages 1-5 $ 58,778 3b Disbursements. pages 5-7 19,012 07 Balance $ 39,766. SCHEDULE B INCOME -PERSONALTY Receipts pages 8-10 $ 8,881 82 Disbursements page 10 8,556 33 Balance 325. Net Balance $ 40,091. ' ========= Th~ Balance consists of the following: PrinciEal cash $ 39,766. Income Cash 325. $ 40,091. ========= - . i 23 I 49 I 72 I I -- ! 23 49 72 -- I I I .-----------------~~~~~~~-~------ 1 Estate of Helen McCurdy Larimer for Harry SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Harry F. Larimer, Executor of the Estate of Helen McCurdy Larimer, deceased Amount awarded per Decree No. 63-69.-1126 dated october 30, 1970 90 shs. Sterling Drug, Inc. c.v. pfd .1. 50'7. $ 6,063 75 30 shs. Union Oil of california c.v. pfd .. 2.50% 2,077 50 92 sh·s. American Airlines, Inc. 2 ,·806 00 10 shs; Ameri.can Standard, Inc. 377 81 25 shs. Budd Company· 467 19 24 shs. Burroughs Corporation 3,603 00 20 shs. Columbia Gas System 518 75 40 shs. Eastman Kodak Company 3,070 00 90 shs~ Ford Motor Company 4,106 25 40 shs. General Fpods Corporation 3,006 25 50 shs. General Motors Corporation 3,656 25 50. shs. Hershey Foods Corporation 1,137 50 158 shs. Manhattan Inds. , Inc. 3,420 00 66 shs. Merck and Company, Inc. 6,263 81 40 shs. G. C. Murphy Company 997 50 31 shs. Ronson corporation 843 38 157 shs. S.C.M. corporation 4,852 27 24 shs. Squibb Beech Nut, Inc. 1,347 75 37 shs. western Pa. National Bank corp. 855 63 49,470. 59 Assets Purchased 1975 May 9 1,118 units Equibank N.A. Collective ! Income Fund "A" @ 7.5976 $8,494.12 ========= Schedule of Short Term Investments ---1972 Feb. 17 $6,000.00 C.M.I. Master Note $' 6,000 00 Redemption 12/28/72 6,000 00 -0- 1973 Jan. 2 $6,000.00 C.M.I. Master Note $ 6,000 00 Redemption 12/28/73 6,000 00 -0- Sept. 12 $1,000.00 Signal Master Note $ 1,000 00 Redemption 7/29/74 1,000 00 -0- Amount.Forward $ 49,470. 59 -1- Estate of Helen McCurdy Larimer for Harry ·Amount Forward $ 49,470 59 I 1974 Jan. 2 $6,000.00 C.M.I. Master Note $ 6,000 00 Redemption 3/20/74 6,000 00 -0- Mar. 21 $6,000.00 Associat~s Corporate Note $ 6,000 00 Redemption 12/27/74 6,000 00 -0- May 15 $1,000.00 Signal Master Note $ 1,000 00 Redemption 7/29/74 1,000 00 -0- May 28 $670.80 Fort Pitt Federal Savings . and Loan Association, savings account $ 670 80 Redemption 3/31/76 670 80 -0- JUly 30 $2,000.00 Sears Master Note $ 2,000 00 Redemption 12/27/74 2,000 00 -0- 1975 Jan. 2 $6,000.00 Associates ~orporate Note $ 6,000 00 Redemption 3/11/75 $1,000.00 Redemption 5/13/75 5 ,.000. 00 6,000 00 -0- Jan. 2 $2,000.00 Sears Master Note $ 2,000 00 Redemption 5/13./75 2,000 oc -0- Apr. 10 $1,000.00 Sears Master Note $ 1,000 oc Redemption 5/13/75 1,000 oc -0- 1976 Apr. 13 $12,000.00 Monev Market Mgmt. Note $ 12,000 00 Redemption 6/1/76 12,000 00 -0- Apr. 21 $6,000.00 Money Market Mgmt. Note $ 6,000 00 Redemption 6/1/76 6 000 00 -0- Apr. 21 $30~000.00 M6hey Market Mgmt. Note $ X) , 000 00 Redemption 6/1/76 3 0·, 000 00 -0- Stock Dividends and Stock Splits -- Ronson corporation 2/9/71 received as stock dividend 4% on 31 shs. held 1 sh. -0- General Foods corporation 4/7/71 received as stock split 2 for 1 on 4.0 shs. held 40 shs -0- Amount Forward $ 49,470 59 -2- I· I I Estate of Helen McCurdy Larimer for Harry Amount Forward Manhattan Inds., Inc. 5/24/71 received as stock dividend 4% on 158 shs. held Manhattan Inds., Inc. 5/12/72 received as stock dividend 4% on 164 shs. held .Merck and Company 6/5/72 received· as stock split 2 for 1 on 66 shs. held Equimark Corporation (formerly Western Pennsylvania National Bank Corporation) 7/11/72 received as stock split 3 for .2 on 37 shs. held Ronson corporation 2/22/73 received as stock dividend 4% on 32 shs. held Manhattan Inds. Inc. 6/5/73 . . . . received as stock, dividend ·4% on 170 shs. held S.C.M. corporation · 8/22/73 received as stock dividend 2% on 157 shs. held Ronson Corporation .. 3/20/74 -received as stock dividend 4% on 33 shs. held Manhattan Irids., Inc. 6/6/74 received as stock dividend 4%. on 176 shs. held Amount Forward -3- 6 shs. 6 shs. · 66 shs 18 s:fls 1 sh. 6 shs. 3 shs. 1 sh. 7 shs. $ 49,470 59 -0- -0- -0- -0- -0- -0- -0- -0- -0- $ 49,470 59 Estate of Helen Mccurdy Larimer for Harry Amount Forward $ 49,470. 59 Squibb Beech Nut, Inc. 7/10/74 received as stock split 2 for 1 on 24 shs. held 24 shs. -0- Burroughs corporation 8/1/74 received as stock split 2 for 1 on 24 shs. held 24 shs. -0- Gain on Sale of Fractional Shares ----1971 Feb. 9 Ronson Corporation $ 1 62 May 24 Manhattan Inds., Inc. 5 60 1972 Feb. 23 Ronson corporation 3 64 May 12 Manhattan Inds., Inc. 11 62 . July 12 Equimark Corporation (formerly western Pennsylvania National Bank Corporation) I 11 42 1973 Feb. 22 Ronson Corporation 1 86 June 5 Manhattan Inds.; Inc. 9 00 1974 Mar. 20 Ronson Corporation 1 44 June 6 Manhattan Inds., Inc. 21 46. 41 Gain on Conversion of Assets ----1972 Jan. 28 Proceeds, sale 90 shares Sterling Drug, Inc. c.v. pfd. 1. 50% @ 86.75 $7,743.03 Decree value 6!063.75 $ 1,679. 28 1976 Apr. 8 Proceeds, sale 40 shares Eastman Kodak Company @ 117.00 $4, 611. 51 Decree Value 3!070.00 1,541. 51 Apr. 13 Proceeds, sale 90 shares Ford Motor company @ 56~ $5,004.10 Decree value· 4!106.25 897. 85 Amounts Forward ~ 4,118. 64 $ 49,517. 00 -4- Estate of Helen McCurdy Larimer for Harry Amounts Forward $ 4,118 64 $ 49,517 00 Apr. 14 Proceeds, sale 32 shares Merck and Company, Inc. @ 73 7/8 $2,319.11 Decree value 1,518.50 800 61 Apr. 14 Proceeds, sale 100 shares Merck and Company, Inc. @ 74.00 $7,319.02 Decree value 4,745.31 2,573 71 Apr. 14 Proceeds, sale 48 shares Burroughs Corporation @ 103 $4,872.88 Decree Value 3,603.00 1,269 88 Apr. 14 Proceeds, sale 48 shares Squibb Beech Nut, Inc. @ 33 1/8 $1,556.20 Decree value 1,347.75 208 45 Apr. 15 Proceeds, sale 1,118 units Equibank N.A. Collective Income Fund "A"@ 7.857 $8,784.13 Investment Value 5/9/75 8!494.12 290 01 9,261 30 TotaL Receipts $ 58,778 30 ========= -- DISBURSEMENTS Administration ExEenses 1973 Feb. 2 Conunonwealth of Pennsylvania, 1972 fiduciary income-tax $ 39 24 Feb. 2 Internal Revenue Service, 1972 fiduciary income tax 77 95 1973 Aug. 24 Register of Wills, ~hort certificate 1 00 1975 Apr. 7 Chase Manhattan Bank, wire charge 3 00 1976 Apr. 13 . Chase Manhattan Bank, wire charge. 15 00 Apr. 14 Chase Manhattan Bank, wire charge 35 00 Amount Forward $ 171 19 -5- ~ ------------------------------------------" Estate of Helen McCurdy Larimer for Harry I Amount Forward ~ 171. 19 June 1 Register of Will~, Agent for the Commonwealth of· Pennsylvania, payment on account of inheri ten ce tax ~ 7,177. 50 I I I JUne 1 Register of Wills, cost of filing this I I acco"unt 150. 00 ' June 1 William H. Robinson, Esquire, professional services rendered 982. 22 Equibank N.A. (formerly western Pennsylvania National Bank), trustee•s compensation taken 2/16/72 to 5/21/76 $651.42 ' 6/1/76 preparing R.C.C. and D and E 100.00 751. 42 $ 9,232. 33 ' I Loss on Conversion of Assets ----1974 May 10 Proceeds, sale 10 shares American Standard, Inc. @ 12.962 $129.62 Decree Value 377.81 ? 248. 19 May 10 Proceeds, sale 20 shares I Columbia Gas System @ 20.662 .$413.24 Decree Value 518.75 105. 51 May 10 Proceeds, sale 50 shares Hershey Foods Corporation @ 11.883 $594.16 Decree Value 1,137.50 543. 34 May 10 Proceeds, sale 34 shares Ronson Corporation @ 7.926 $2,69. 48 Decree Value 843.38 573. 90 1975 Apr. 7 Proceeds, sale 92 shares American Airlines @ 8.25 $735.14 Decree Value 2,806.00 2,070. 86 Apr. 7 Proceeds, sale 25· shares Budd company @ 9.5 $226.79 Decree value 467.19 240. 40 1.976 Apr. 8 Proceeds, sale 80 shares General Foods corporation @ 29 3/4 $2,334.89 Decree Value 3£006.25 671. 36 Amounts Forward ~ 4,453. 56 $ 9,232. 33 -6- L_ ___ Estate of Helen McCurdy Larimer for Harry Amounts Forward $ 4,453 56 $ 9,232. 33 Apr. 8 Proceeds, sale 40 shares G.C. Murphy Company @ 19 5/8 $760 •. 98 Decree value 997.50 236 52 Apr. 8 Proceeds, sale 50 shares General Motors corporation @ 69 3/4 $3,430.85 Decree value 3,656.25 225 40 Apr. 13 Proceeds, sale 55 shares Equimark Corporation (formerly western Pa. National Bank Corporation) @ 10 5/8 $568.40 Decree Value 855.63 287 23 Apr. 13 Proceeds, sale 83 shares Manhattan Inds., Inc. @ 8 3/8 $672.37 Decree Value 1, 551. oo· 878 63 Apr. 14 Proceeds, sale 100 shares Manhattan Inds., Inc. @ 8~ $821.48 Decree value 1,869.00 1,047 52 Apr. 14 Proceeds, sale 30 shares Union Oil of california c.v. pfd. 2.50% $1,728.05 Decree value 2,077.50 349 45 ' Apr. 14 Proceeds, saJe roo shares S.C.M. Corporation @ 16 3/8 $1,600.82 Decree Value 3,032.67 1,431 85 Apr. 14 Proceeds, sale 60 shares I S.C.M. Corporation • @ 16~ $950.02 Decree Value 1£819.60 869 58 9,779 74 Total Disbursements $ 19,012 07 !========== === -7- ' I Estate of Helen McCurdy Larimer for Harry SCHEDULE B . INCOME -PERSONALTY RECEIPTS Interest-Savings Account Fort Pitt Federal savings and Loan Assn. received 7/2/74 to 4/2/76 $ 66. 85 Interest-corporate Notes C.M.I. received 3/3/72 ·to 4/5/76 $ 873 81 Signal Master received 10/5/73 to 8/5/74 113 33 Associates received 4/5/74 to 6/5/75 559 36 sears received 8/5/74 to 6/5/75 146 52 Money Market Mgmt. received 5/4/76 66 31 1,759. 33 Dividends American _Airlines; Inc. 92 shs~ received 3/5/71 to 6/2/71 $ 36 80 I American Standard~ Inc. 10 shs. received·3/31/71 to 3/26/74 16 50 Budd Company 25 shs. received 12/6/72 to 3/5/75 40 00 Burroughs ·corporation 24· shs. received 4/23/71 to to 4/23/74 $53.76 48 shs, received 8/1/74 to 2/9/76 46.80 100 56 Columbia Gas System 20 shs. received 2/17/71 to 5/16/74 129 40 .. Eastman Kodak Company 40 shs. received 4/6/71 to 4/8/76 343 60 Ford Motor Company 90 shs. received 3/5/71 to 3/2/76 1,329 75 General Foods Corporation 40 shs. received 3/9/71 $28.00 ..,_ 80 shs. received 6/10/71 to 3/12/76 I 562.00 590 00 -Amounts Forward s 2,586 61 $ 1,826. 18 1 -8-I I t' ' Estate of Helen McCurdy Larimer for Harry ! I Amounts Forward $ 2,586.61 $' 1,826 18 I I General Motors corpor.ation ; 50 shs. received 3./15./71 to 3/17./76 975 00 Hershey Foods corporation 50 shs. received 3/17/71 to 3./18/74 175 00 Manhattan Inds., Inc. 158 shs. received 4./7/71 to 7./7./71 $45.08 164 shs. received 10/6./71 to 4./6./72 . 68.88 ; 170 shs. received 7./12/72 to 4/4/73 95.20 176 shs. received· 7/5/73 to 4/8/74 91.52 183 shs. received 7/8/74 to 1/19/76 45.75 346 43 Merck and ·company, Inc. 66 shs. receiv~~ 4/6/71· to 4/10/72 . $181. 50 132 shs. received 7/12/72 to 4/1/76 714.16 895 6E f. G.C. Murphy Company 40 shs. received 6/4/71 to 3/2/76 240 00 Ronson Corporation 32 shs. received 8/2/71 to 1/30/73 $11.20 33 shs. received 4/27/7 3 to 1/28/74 6.93 34 shs. received 4/26/74 2.04 20 17 -- S.C.M. corporation 157 shs.· received 7/25/73. $16.00 160 shs. received 10/29/73 to 4/26/76. 224.00 240 00 Squibb Beech Nut, Inc. 24 shs. received 3/12/71 to 6/11/74 $129.96 48 shs. received 9/17/74 to 3/15/76 72.00 201 96 Amounts Forward $ 5,680 .8 $ 1,826 18 . -9- .. I ·, • Estate of Helen McCurdy Larimer tor Harry Amounts FO.I::'Ward $ 5,680. 8 $ 1,826. 18 western Pennsylvania National Bank corp. 37 shs. received 4/15/71 to 4/18/72 $51.80 55 shs. received 7/12/72 to 3/31/76 183.15 234 95 Sterling Drug, Inc. pfd. 90 shs. received 3/31/71 to 12/30/71 135 00 Union Oil of California, pfd. 30 shs. received 2/10/71 to 2/12/76 393 75 6,444 53 Common Fund Distributions -- Equibank N.A. Collective Income Fund "A" 1,118 units received 6/1/75 to 4/1/76. 611 11 Total Receipts $ 8,881 82 F========== 1=:---- DISBURSEMENTS Administration Expenses Treas. of washington county, l972 -1976 personal property tax·paid 7/20/72 to 5/28/76 $ 95 1-:: Equibank N.A. (formerly Western Pennsylvania National Bank) , trustee's compensation taken 2/16/72 to 5/21/76 663 6( 758 73 Income Distributions Harry F .• Larimer, :temi t tance.:; paid 3/16/71 to 3/15/76 7,797 60 Total Disb·.1rsements $ 8,556 33 F========= -- -10-I I ! .. '\ ' .· TN THH CUURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION NQ. 63-6~9~-wl~lu2~6~----------~-- ESTATE OF HELEN MC CURDY LARIME ~ DECEASED ELECTION TO TAKE PERSONAL PROPERTY IN KIND WILLIAM H. RDBIN5CIN ATTORNEY-AT-LAW 253 MAIN STREET MONONGAHELA, PA. 15063 0 !11· ,, U- ' ~ ' I ' " l ' ' r. • IN DIE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COORT DIVISION ESTATE OF ) ·HELEN MCCURDY nARIMER, ) NO. 63-69-1126 . . DECEASED. ) ELECTION TO TAKE PERSONAL PROPERTY IN KIND TO TIIE HONORABLE, TilE JUOGES OF SAID COORT: WESTERN PENNSYLVANIA NATIONAL BANK, Trustee, being the sole beneficiary and legatee under Paragraph "Third" of the Last Will and Testament of Helen McCurdy Larimer, Deceased, dated January 27, 1966, for and :during the lifetime of. Harry F. Larimer, do hereby elect to take in kind the following personal property and assets possessed by said estate as shown by the Inventory and Appraisement Book ' page ' viz: w STOCK 92 shares American Airlines, . l· Inc., common, @ 30.5000 $2,806.00 10 shares American Standard Inc., common, @ 37.7812 377.81 25 shares Budd Co. (The), common, @ 18.6875 467.19 24 shares Burroughs corporation, common~ @ 150.1250 3,603.00 20 shares Columbia Gas Sy~tem, Inc., common,@ 25.9375 518.75 40 shares Eastman Kodak Co., common, @ 76.7500 3,.070.00 90 shares Ford Motor Oompany, common, @ 45.6250 4,106.25 40 shares General Foods Cacporation, common, @ 75.1562 3,006.25 50 shares General Motors Corporation, common, @ 73.1250 3,656.25 50 shares Hershey Foods C0rpora tion,~ common, @ 22.7 500 1,137. 50 152 shares Manhattan Industries Inc., common, @ 22.5000 66 shares Merck & Co., In_c., common, @ 94.9062 40 shares G. c. Murphy Company, common, @ 24.9375 /" 26 shares Ronson corporation, common, @ 32.4375 157 shares SCM Corporation, common, @ 30.9062 24 shares Squibb-Beech-Nut, Inc., common,@ 56.1562 $3,420.( 0 6,263.~1 997. c 0 4,852.~ 7 1 '347 •. 5 90 shares Sterling Drug Co., preferred, @ 67.3750 6,063.' 5 ~nion Oil Co. of California, preferred, @69.2500 2,077.10 Western Pennsylvania National Bank, common, 855.~ 3 30 shares 37 shares @ 23.1250 .LJ~ ·v TOTAL PERSONALTY --$49,470. 9 THEREFORE, WESTERN PENNSYLVANIA NATIONAL BANK, benefici; ry and legatee in and under the Last Will and Testament of Helen McCurdy Larimer, Deceased, pray your Honorable court as follows: That the above mentioned property be decreed and dis- tributed to i.·t in kind·, at such aggregate value as will equal the amount of money which the court may determine is due it, as beneficiary, legatee and distributee of the above named decedent. TIUS in}EC'lt'lmt::·TO TAKE PERSONAL PROPERTY IN KIND is executed, acknowledged and delivered by the Western Pennsylvania National Bank by its Attorney in Fact, Trust Officer, this ( day of September, A. D. 1970. By Trust Officer Witness: f • - ', ' .. COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF ·Al;LEGHENY. ) On this 11 day of September, A.. D. 1970, before me, a Notary Public in and for said county and Commonwealth, personal1 y appeared Daniel R. Delaney , Trust Officer, knom ' to me to be the person whose name is subscribed to the foregoing Election TO Take Personal Property In Kind, as Attorney in Fact and Trust Of:ficer for the 1qestern Pennsylvania Natiil:onal Bank, and acknowledged that he executed the same as and for the act of his principal, the said western Pennsylvania-National Bank, for the purposes aforesaid. WITNESS my hand and seal, the day and year aforesaid. MARY COLJI.IZZI. NOTARY PUBLIC ' ':; PIITSBURGH. ALLEGHENY COUNTY - MY COMMISSIO!I EXPiRES :.PRIL 9. '!973. ~~W.~~r._ ~~nns¥ :~ania Association of Notaries -•. / ' \ I .. ., r IN THE COURT OF COMMON PLEAS OF WA SHINGl'ON CCl.lNTY, PRNNA. ORPHANS' COURT DIVISION NO. 63-69-1126 ESTATE OF HELEN MCCURDY LARI ~R DECEA:iED ELEC'riON TO TAKE UNDER WILL WILLIAM H. ROBINSON ATTORNEY-AT-LAW 2~3 MAIN Ell'RI:.I:.I MONONGAHELA, PA. 15063 ~ L' -I • ·, f .! :_. : l .. IN THE COURT OF COMMIDN PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ) HELEN MC CURDY LARIMER, ) NO. 63-69-1126 DECEASED. . . ) ELECTION TO TAKE UNDER.WILL TO THE HONORABLE, THE JUDGES OF SAID COURT: I, HARRY F. LARIMER, W~dower of the above decedent,who died on the fourteenth day of September,· 1969, having first made, published and declared her Last Will and Testament, dated the twenty-seventh day of January, 1966, and Codicil dated the thirtieth day of July, 1968, duly probated in ~he Office of the Register_ of Wills of Washington County, Pennsylvania, on the seventh day of October, 1969, and recorded in Will Book Volume , page hereby elect· to take under the terms of said ------ will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 12th day of September, 1970. Sworn and subscribed before me this .t.L__ day of September, 1970. e/IM4 I':OTAR't PUGUC , r:iy Commissi~r; Ex)Jire:; S3p!ember 14, 1$\1 [iioncngahe:ia, Pa. Washi[\gton-County IN THE COURT OF COMMON PLFAS OF WASHINGTON COUNTY, PENNSYIJJ ANIA ORPHANS' COURT DIVISION ESTATE OF ) HELEN MC CURDY LARIMER, ) NO. 63-69-1126 DECEASED. ) PAY TRANSCRIPT W~ the undersigned, do hereby acknowledge to have received from Harry F. Latimer, Executor of the Estate of Helen McCurdy Larimer, Deceased, the sum set opposite our respective names, being in full p:l yment and satisfaction of our respective shares in the estate of said decedent, as distributed by the Orphans' Court of Washington County, Pennsylvania, by Apjudicaticn and Decree dated October 30, 1970, at the above·number and term. Russell Marino, Clierk' s costs and receipts $ 50.00 Russell Marino, Agent, transfer inheritance tax on the 11ife estate only of Harry F. Larimer, life tenant, reserving unto the Transfer Inheritance tax authorities the right to further assess and collect said tax that may become due by reason of the right to augment said li£e es~ate as set out in the will; and further reserves the right t~ assess and collect additional transfer inheritance tax that may become due · balance presently due on life estate' .~ \ ~ , at the termination of said life est:x2t , j/ -...6--7 o as aforesaid $ 19.11 ~.U ....:/?;a-vL-c.& ,) ' ... j . ~n tltt CUnurt nf CUnmmnn Jllrns nf lfu.aqiugtnn CUnunty. Jfrnn.aylnuniu. ®rpqnn.a • O!nurt ltitti.sinn ESTATE OF No. 63-69-1126 HELEN MCCURDY LARIMER, DECEASED Jnthematterofthe First and Final Accountof Equibank N.A. (formerly western Pa. National Bank), Trustee ADJUDICATION AND DECREE And now September :2-3 1 19~1 this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration there9[0th5f.f..l~~ce for distribution :n !fhe hands ~f the Ac.countont. is detern;it;ed to be $ 1 • on:l the account 1s occordmgly conf1rmed; and 1t 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 token here from sec. leg. .. · By THE COURT ~__;z_:;;~ J • SCHEDULE OF DISTRIBUTION Balance per account _______________ . J ADD: per petition DEDUCT: per ·petition . . ' ' _ .. ~··· '512.2-9 -I 30. 7L Balance·---------------------- Deduct Clerk's Costs & Receip+c:!~-------------- William H. Robinson AttorneY---------------------- TO:Ms. Ruth McCurdy TO:Thomas P. McCurdy TO:James C. McCurdy TO:Harry Paul McCurdy TO:Ms. Mary Elizabeth Kramer TO:Ms. Rebecca L. Sherratt 1/10 residue TO:Ms. Helen H. Abbott 1/6 residue TO:Ms. Nancy Coleman 1/6 residue TO:Ms. Elizabeth H. wood 1/6 residue TO:William F. Sherratt 3/10 residue TO:Ms. Martha S. Skelly 1/10 residue $5,000.00 1500.00 500.00 500.00 ,500.00 ,000.00 2,957.32 7,957.3L ,928.88 :i-,928.88 :i-,928.88 31871.99 :>,957.32 $4), 573.27 --======== $ 40. 091 72 40,604.01 $ 40,573.27 NO BALANCE ;I I I ~----------------------------------------------------------------------. - 63-69-1126 No·---------------------- lnthematterofthe estate of: Account of Equibank N .A. (.formerly western Pa. National Bank) , Trustee of Estate of Helen McCurdy Larimer, deceased F.B.O. Harry F. Larimer, now deceased 1\bjubirntinu nub l.err.e.e William H. Robinson, ·Esquire 253 Main Street Monongahela, Pa. 15063 2r .!. • ~ ... . \ " .. · IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: 63-69-1126 ESTATE OF N 0. ___________ : ____________________ --------------------------- HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS, That, --------·-~-!----~~~-~--~~~-~~-~------------------------~------- do hereby acknowledge to have received fro111--------.-~-<JJJ:i.:Qg..n)s ___ :N_~A.u ___ 'I'X.JJ_$_t.~-~---------------------------- f One Thousand Five Hundred Dollars and 00/100------------------t he sum o ___________ .. _____________ ---------------------------------------·------_ --------------------------------------------------· ________ ------------- ( $.} !.?..9_Q_~_Q.Q ___ , ___ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. --------~-~-=~-~~=-~-~~-~---------------------------· WITNESS my hand and seal this _____ 5_~ __ day of ______ Q~k_k_xc_ _____ ~ ____ , 1 9 __ ?_~--· DAVID P. Me ' " , NOTARY PUBLIC' AVALON BOROUGH, ALLEGHENY COUNTY · MY COMMISSION EXPIRES JULY 24, 197~ l\tlii\I!Ql', Pennsylvania Assoclatloll of Nl1tMiD§. .n )n (L(O_. . ~ .t ., ~ . ----~----------··---~~---(SEAL) RUTH McCURDY J IN THE ORPHANS' COURT OF \VASHINGTON COUNTY, PENNSYLVANIA. IN RE: ESTATE OF 63-69-1126 N 0. ---------------------------------·------------------------- . HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS, That, -------------~-'----~!-!_s>_~-~--~--·---~~~-~~~---------------- do hereby acknowledge to have received from.-----------~-q~-~-~~!.?:~--~-·-!!:.~_L __ ~!'-~~-1::~~-------------------------- · Five Hundred Dollars and 00/100------------------------------t he sum of _________________________ ----------------------_______ ----------·----------------------------------------------------------· --------------------- ( $. ___ 5_Q_Q_.__QQ __________ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of 'Y ashington County, Pennsylvania, made at No. ________ 6_3::-_6_~..:.:-_ll._~ _ _Q ____________________________ • WITNESS ~y hand and seal this _____ ~ ______ day of ________ {Q~ ___________ , 1 9_1_6 ___ • \Vitness: IN THE ORPHANS' COURT OF '¥ASHINGTON COUNTY, PENNSYLVANIA. IN RE: ESTATE OF No 63-69-1126 . . ---------------------------------------------------------- HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS, That, ----~-~----<!~-~§ ___ S:_._ ___ ~_<?..S:~-~~--------------------------- do hereby acknowledge to have received from _____________ £::_9~-~-~~!l:_~_}_~-·-~~--L-~X-~.§_t~-~------------------------- h f · Five Hundred Dollars and 00/100----------------------------t e sum o ____________________ ------------------------. _______ ------------·------______ ---------------------------------------------. ________ ------------ ( $ .... 5.0.0 ... .0.0-----··---) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. -------------~-~-=~-~-=-~-~~-~----------------------· u./f-.L. ~ 76 WITNESS my hand and seal this.L.Z .. .:=day of __ L)-!(_...{.()1 _ __ _ ____ , 1 9--------· Witness: My Commissi pi res April 1, ·1980 . ------------------------------------~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: 63-69-1126 ESTATE 0 F N 0. ---------------------------------------------------------- HELEN McCURDY LARIMER KNOW ALL MEN BY THESE PRESENTS, That, ----~-t ___ !._I_~ggx ___ ~~-'Q~-~-~9-~Q~X _____________________ _ do here by acknowledge to have received from _____________ f:_g:g_.i._Q.Q._:nk ___ 't{_!_l\_. _______________________________________________ _ the sum of ____ .Two ___ Thollsand._.Ei.v.e __ Hun.dr.ed. __ Dn1lars. __ an.d ___ Q0/1D_Q::_~_::::_::::::-:::::_-:-_::::_-::.::=-::. ( $.2.7.5.00-.-0-0-----_, __ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. ___________ g_3_::§_9_::..l_l_~_6_~-----------------------· WITNESS my hand and seal this ______________ day of ___________________________________ : ____ , 1 9 __ 7__6 __ , J t-, IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF NO. -------~}:_~-~-:JJ~-~----------------------------IN RE: KNOW ALL MEN BY THESE PRESENTS, That, ----~.L ___ WiRX ___ ELJ_~.bJr!~,;_T..fi ___ KR.M1E1L ____________ _ do hereby acknowledge to have received from _______________ E_quihanlcN~A~-------------------------------------------- the s urn of ____ Qn._~--Th_OJl.S_and __ D_ol_lar .s ___ and __ Q_O_/ 1_0_0_-:-_::.::_::::_-:-_::::_-:-_::.::_::.::_-:-_::.::_:::: _-:-_ ::.::_-:-_::.::_::::_::·_:--=.. ($.-.l.,.O.Q_Q .,QQ _______ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. -----------~-~:-_{i_~.::JJ:_~ _ _Q _________________________ • WITNESS my. hand and seal this ___ h_ii.:_day of _____ (QiJ;_~ _____ : ____ , 1 9 _ _7_2 __ . Witness: IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF 63-69-1126 N 0. ------------~------------~----__________________________ _ IN RE: HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS, That, ---~-!----~-J?.~_S:_S:~---~-~---~~-~!!:~~-~--------------------- do hereby acknowledge to have received from------~._9-~~~~~~--~-:-~_:_! ____ ~:_'::~~-~=------------------------------ h f Seven Thousand Nine Hundred Fifty-Seven and 32/100----------t e sum o __________ -··-______ -------------------_____________ ------------·----________ --------------------------------------------__ --------------------- ($ ____ 7 _ _,_~_?..1_~}~---·---) Dollars in full of the amount awarded me under the Decree of th~ Orphans' Court of Washington County, Pennsylvania, made at No. _________ .6_3_-:_6_9_=.l12Ji __________________________ • . WITNESS my hand and seal this ............. ~day of .. t!Pd~f·····• I 9 ... 1.~ .. \Vitness: . ..... 12~ ... ~.~~····· .... 1f~~ .. .L~AL) REBECCA L. SHERRATT IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF T 63-69-1126 N 0. _________________________________________________________ _ IN RE: -----~--g~-~~~---~_s:g~_g!?x ___ ~-A~J-~_g]__ __ Q~.c;-~~$_~_n KNOW ALL MEN BY THESE PRESENTS, That, _____ !_~---~-~~~-~---~-·----~-~Q~-~---------------------------- do hereby acknowledge to have received from---------~~g~_.g~-~-~~---~-~~-"-L-~-~~-~-!:~-~----------------------------- the sum of _____ .f_Qp._::r __ ~_l}Q_\l§~_~g ___ ~i-n~ ___ ft!.J._I)._c;;tr;_~g. ___ 'J;'~~n_ty_:-_~.i_g:n_t ___ aud ___ 8J3ll.O.O_::_:-_::::_:-_::.::-_::::.:-- ( $ __ __4_,_ ~).~_!JUL. ___ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court ·of Washington County, Pennsylvania, made at No. ______________ .E3.:::.6.9-::ll26.---------------------· WITNESS my hand and seal this ____ _{ ______ day of ________ {~~~-: ____ , 1 9 __ _7_§_. Witness: R' ~ I I~ -~'::!_ ___ LAJ..c _____________________________________ _ _:dk~~d_(!_:i_-f__~~------------(SEAL) HELEN H. ABBOTT IN THE ORPHANS' COURT OF 'VASHINGTON COUNTY, PENNSYLVANIA. IN RE: ESTATE OF N 0. --------~~--:-_§2_:~-~-~ -~-------__________________ _ KNOW ALL MEN BY THESE PRESENTS, That, _____ !__,_ __ _NN']_CX ___ CQ_~~-~---------------------------------- do hereby acknowledge to have received from ___________ RquibanJcN~A..__,. ___ T..r.us_te.e _________________________ _ ·------------------------------------------------------------------.... ---------------·----------------------------------------------------------------------------------- the sum of __ f_Q~X ___ ~_h9JA~3~mg ___ NA-_Il~---H~_I}g~_~g--~-~~~-!:Y_:.!U_gh_!: __ .?!I}g ___ ~-~~~_Q_Q:-:_-:-_::_:_::_-:-_::_=- ( $ ____ 4_,_9._2_8_ .. _8JL. ___ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court o~ Washington County, Pennsylvania, made at No. ____________ 6_3_=_6_9..=_11_2/}i~~-------· WITNESS my hand and seal this _____ j/ ___ day of ____________________ U!:12{_ ________ , 1 9 ___ 7_~-· 'Vitness: .. A~.!.:.:; . ··-······ . ····~---------. --f-VJ ---/. --NORMAN: OP RSK'( -Nolai'Y Public, Middletown Twp., Bucks Co, MY._,comnjissi!ln(Expires March 15, 1980 ~ < . IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: ESTATE OF . 63-69-1126 N 0. ---------------------------------------_________________ _ HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS,. That, --------~-'----~~-!_~~~~.'£~~--~-·----~~-~~--------------------- do hereby acknowledge to have received from-------~-q~J-~~-~~---fi-·_~~--! ___ ~E~~-!:~-~-------------------------------- Four Thousand Nine Hundred Twenty-Eight and 88/100-------------t he sum of ___________ .. ________ -------------------_________________________ ·------__________________________ -------------------------__ --------------------- ($: ___ 4_L~.?-~-~-?JL ___ ) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. _____ §}:_?_~--=-~-~~-~------------------------------· . . ,...-. WITNESS my hand and seal this..S--~--day of ____ t).c?i5~---~----, 1 9}.~---· ~ ... IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. ESTATE OF T 63-69-1126 N 0. ---------------------------------------------------------- IN RE: HELEN McCURDY LARIMER, DECEASED I, WILLIAM F. SHERRATT KNOW ALL MEN BY THESE PRESENTS, That, ---------------------------------------------------------------------------- do hereby acknowledge to have received from------------------~-~~~~-~~~---~~-~-~-~-!---~-~~-~-!~-~-------------------- ( $ .. J3_,_ ~-7J.,_~_<;_)_~---·---) 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.-=-~126 ________________________ . WITNESS my hand and seal this ... S~ ___ day of ____ C)_crQ __ 'E__f:".._~~-----~----, 1 91.6---· Witness: ~~lhl.~~ . --v----------------------------------------------~----------------------------11~---L_~---------(SEAL) WILLIAM F. SHERRATT ' . . . ~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: ESTATE OF N 0. -----------~}:_~-~::_lJ:_~_§ ____ ------------------- HELEN McCURDY LARIMER, DECEASED KNOW ALL MEN BY THESE PRESENTS, That, _____ J_L_ __ ~-R~H_.l\ ___ s_ .. ___ ~SKELLY~------------------------ do hereby acknowledge to have received from _______ E,_q:u_ib.anlLN .... A~_, ___ TJ;:JJ.S_te.e. _____________________________ _ ( $----~-c~-~-7_! _ _J_~------) Dollars in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania, made at No. ____________ §_J_::_§_~_::JJ_~_§ ________________________ • tL -WITNESS my-hand and seal this __ j ___ : ______ day of _____ (9_~ __ : ____ , 1 9 __ _?__§_. ?:JL __ 5:~--------- <trnurt nf C!rnmmnu Jl~aa nf Jtaa4iugtnu ®rp4atta ~-~nurt 1lliniafutt ·' .. In the ma;tter of the Audit of Account in t '~ . t .I i . ! I Qtnuuty ~-;~ ~ Est8,te of ~ Helen McCurdy' I a·d mer , ·.; . . ~ . ) . i 'i ' No.~6,_,3=-=:_~6!.:.9:....::-=..,1=.,.,17;2~:6"-----------,-·' _' __ ' '• -~ I ' ... \ ., ;; I '. . ,.). '· i TO THE AUDITING JUDGE: ' j ' • ... !! i, •I Enter,;-''--'---=-m:=...yz._ _____ .appearance for Equibank, N, A .... (formerly Western Penn- '· ., ' sy~vania National Bank), Tru,tee, ·' Estate of :•fie len McCurdy Lar~mer, Deceased, for benefit of Harry E, I arimer, now deceased, '\ 1 3 t b day of_~s~es;p~t'4:et-~mll-lbg.e@.J;r-.,----: 19..1..6.__ N. B.-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 conc-isely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. j No. 63-69-1126 In re Audit of Account in Esta.te of HELEN MC CURDY LARIMER AUDIT Jrurripr fnr 1\pprttrttn.rr FOR EQUIBANK, N. A. (formerly Western Pennsylvania National Bank~ Trustee, Helen McCurdy Larimer, deceased, for benefit or Harry F. Larimer, now deceased. William H. Robinson Attorney ...,.,2 .:· ,., ... ' IN THE COURT OF. COMMON PLEAS OF WASHINGTON COUNTY, PA. ORPHANS 1 COURT DIVISION NO. 63-69-1126 IN THE MATTER OF: THE ESTATE OF: HELEN MCCUPDY LARIMER, DECEAS,ED F.B.O. HARRY F. LARIMER, NOW DECEASED ----= PETITION FOR DISTRIBUTION EQUIBANK N.A. (FORMERLY WESTERN PA. NATIONAL BANK), TRUSTEE William H. Robinson, Esquire 253 Main Street Monongahela, Pa. 15063 P. 0. Naly Co., 425 Fourth Avenue, Pittsburgh, Pa. 15219 .-----~---· ------ Form for Guardian or Trustee Jttition ~ur 1\ubit lin Wqr ®rpqan.a~ <nnurt nf· llanqtngtnn . Olnunty Estate of ............ ~~-~-~~ .. --~~-~~~! ... ~.~-~~-~-~~:. ..... ?..:: 1 d • Filed at No ... .?.I::.?..2:::JJ .. ?..~f l~~-- Fiduciary ....... ~.9.~P?.~.~~---·~-~ .. f!.:: ..... .L. .. ~.9.E.~.~E.~Y. ... ~.~-·s t · For ........... ~.~Y. .... ~ .. ~ ..... ~~-~.!.~.~-~ ................................................. . Pa. National Bank), Trustee minor-incompetent-life tenant Place of record . of appointment... ...... -.~~-~.h.?.:D:SL!:9.~ .... f.9..~~.!:Y..t. ... .r~.:: .. Date of trust ~~~~ ........... o.c..t.o.b..e.x.: ..... 3.a ........ l.9.:Z.o ........................ . If there have been former accounts filed in this estate, list: None · . . death of life tenant on March 24, 1976 Reason for fihng th1s account. ....................................................................................................................................... -.......................................................... .. All persons having any interest, ves"ted or contingent (including claimants), m the fund now before the Court, with the nature of their interests are: . ' '. See attached rider l 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 -inheritance tax due at the termination of the life estate has been paid. Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: u ...... none .. ... ·• . ~ ~~.J .. ' ,-. ,· :t ..J •• I I Balance for distribution per account, Principal $.-~.~.!..?..~.~ .. ~ .. ~J ...................... .. Additional debits not shown in account: (Indicate whether income or principal) Income Income Money Market Mgmt. Note interest received 6/2/76 to 8/4/76 Additional credits not shown in account: (Indicate whether income or principal) Income Total additional debits Equibank N.A. additional income compensation taken 8/13/76 Total additional credits Balance for distribution Principal $ .......... .J..~ .... 7J?.§ .. ~.:?..J. ................ . Income 807.04 $ ......................................................... _. Total 40,573.27 $ ........................................................... . 325.49 $.-....................................................... .. $512.29 512.29 $ ........................................................... . 30.74 30.74 $ ........................................................... . If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is a distribution account, file elections to take in kind for all items so listed: Set forth accountants suggestion as to manner and form of distribution to be made, awards to be stated in pro- portions unless specific amounts or items are designated by instrument under which estate is being distributed: Ms. Ruth McCurdy Thomas P. McCurdy James c. McCurdy Harry Paul Mccurdy Ms. Mary Elizabeth Kramer Ms. Rebecca L. Sherratt Ms. Helen H. Abbott Ms. Nancy Coleman Ms. Elizabeth H. Wood William F. Sherratt Ms. Martha S. Skelly ,· .. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly .... swo.r.n .............. doth depose and say that the facts set forth in the foregoing petition are true to the best of ..... h.Sl.r. .................... knowledge and belief . $1,500.00 500.00 500.00 2,500.00 1,000.00 7,957.32 4,928.88 4,928.88 4,928.88 .. a ,_e7.l ..... 9.~ 2,957.32 $40,573.27 ... .... And your petitioner will ever pray, etc. .. E.g:u.i..R~.nk ... N .... 8 ........ .Lf..9..~mSl.r.lY. .... W.~I?..t..~.J::.n ........... .. ....... §.~?~.~ ........... to and subscribed before me Pa. National Bank), Trustee • r/.J/ . I An (_.J-. 1976 '""""J.l.j·""""'""'""""'""""""'"'"""'""'""~'""'"""'""""""""'"""'"" Th>S ...... :t,M£ ............ , ....•.. day ol ... ~ ..•................... l!JK1.L . Jl { k- Signat~re of O!!icer ~.p~..d.Yvll.¥..\.j;,~j_·'f.J:! ·£{~;;f:···;pf;-;·~t···o"ffiCe;;········ Title of Officer ......... ~.?.~.~E¥. ... ~Y.~.~.~.~ ................................ .. • • DORIS J JOHKSON. NOTARY PUBLIC Offtce exptres .................. PiTtsiiUHCH;·~tttGWENY·~O~l'#· ................... . NY COMMISSION-EXPIRES APRIL 2,1977 Marabtr, Pennsytvall_la Association of Notaries ,• Jrtitinn ~ur ktilit IN THE ORPI-IANS' COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES NO. 63-69-1126 ~~~ ESTATE OF ........ ~~-~-~~ ..... M.~.g~E.9.Y ..... ~.?.Ei~~E, deceased FOR. ................... H.g,_:)';:X.Y. ..... F ......... L.9X.ime..:)';: .............................. . minor-incompetent-life tenant Counsel for the accountant shall submit herewith the following, if pertinent: 1. Will or trust instrument-attested. 2. Inventory. 3. Signed 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. William H. Robinson, Esquire Counsel for accountant. Ms. Ruth-Mccurdy 304 s. Birmingham Ave. Pittsburgh, Pa. 15202 Thomas P. McCurdy 9014 Hunter Road Capron, Ill~ 61012 James c. Mccurdy 25 Oriole Trail Crystal Lake, Ill. 60014 Harry Paul Mccurdy 505 Meade Street Monongahela, Pa. 15063 Ms. Mary Elizabeth Kramer 811 Main Street Coraopolis, Pa. 15108 Ms. Rebecca L. Sherratt 515 S. Aiken Avenue Pittsburgh, Pa. 15232 Ms. Helen H. Abbott 7904 Campbell Avenue Kansas City, Mo. 64131 Ms. Nancy Coleman 37 Terrace Drive Levittown, Pa. 19056 Ms. Elizabeth H. Wood 4085 S. Pennsylvania Ave. Englewood, co. 80110 William F. Sherratt 1726 Helen Drive Pittsburgh, Pa. 15216 Ms. Martha s. Skelly 115 Dutch Lane Pittsburgh, Pa. 15236 Niece 12-23-07 Grandnephew 5-10-32 Grandnephew 7-19-43 Nephew 1-17-09 Niece 1-8-07 Sister-in-4-2-1892 law Niece 7-13-07 Niece 7-18-ro Niece 7-13-14 Nephew . 4-1-19 Niece 8-29-15 / $1,500~00 500.00 500.00 2,500.00 1,ooo:oo 5,000.00 + 1/10 residue 1/6 residue 1/6 residue 1/6 residue 3/10 residue 1/10 residue . . . : ·'· . I l ',~·~·;~;J•::.I ··.~ ::: .. :·:···1 ··. ",• ........ _·,..: -' .'·-.:. -·~.· ... ;: ,· . I' . '' ...... ,i ,· .· ' .. ; ~I 'I' 1! i :!' LAST WILL AND TESTA:vlENT I·' HELEN MC CURDY LARHffiR, of f'.1onongahela, Washington County, Pennsylvania, do make this iliy Last Will and Testament, hereby revoking any and all wills at any time heretofore made by me. FIRST: I direct my Executor to pay my lawful debts, the expenses of my last illness arid my funeral expenses. SECOND: I give all my tangible personal property, including by way of illustration, household goods, furniture, furnishings, books, pictures, silver, chinar.'v'are, jewelry, auto- 6 mobiles and personal effects, together with any insurance thereon il q :1 to my husband, HARRY F. LARH1ER; provided, however, that if my !j ;; Q husband predecease me, said property shall be sold and the :: . il ~ proceeds added to my residuary estate~ ,, ,. ;! ~. ,, THIRD: All the rest, residue an.d remainder of my estate, of whatsoever kind and nature and wheresoever situate, of which I shall die seized and possessed or to which at the time of my death I may be entitled, remaining after the payment of taxes as hereinafter provided, I give, devise and bequeath to WESTERN PENNSYLVANIA NATIONAL BANK, IN TRUST, NEVE~THELESS, for the following uses and purposes: I A.) My Trustee shall hold the principal of. the i! j: trust estate for the use and benefit. of my husband, HARRY F. I' I! i! LARIMER, and shall pay to him, or for his benefit, the net income i :t ~ therefrom, in installments convenient to him, but not less !i ,, ~ frequently than annually, for and during his lifetime. Further, I• ,, ., lj ,, I, . II ~ !I ii ,, 'l ,, It ~ l during my husband's lifetime, my Trustee is authorized to pay and distribute to him, or for his benefit, from time to time, ·so rn~c~:· ,• . . , of the principal as the Trustee in its discretion deems advisable for his comfort, maintenance and support, and to aid him in the event of a~y circumstances or condition affecting him wherein money is needed. B.} Upon the death of my husband, HARRY F. LARIMER, during this trust.for his benefit, or upon my death in the event my husband fails to. survive me, my Trustee shall distribute the entire balance of the trust estate as follows: to my nephew, 1.} '·T~VENTY -FIVE 1-n.JNDRED DOLLAHS ( $2,500} '· '"' .. , THOrvtt\S"'-S • MC '·c"l)RDY, ·his heirs_ and assigns; C..."\).'-< .... .'-...... " ''·. 2. } TvlENTY-PIVE HUNDRED DOLLARS ( $2, 500} :! to my nephew, HARRY PAUL tvlC CURDY, his heirs. and assigns; !I ,. I ."-~. . . (' J • I ~---J' il t I { ) : I •' ' ' :1 3.,} .F-IVE.--HUNDRED-·DOLLARs· ($500) i:o .my il l: ll 'I 'I I! il II il ·I j, I! II " ii 'I li II il . :1 i; :1 I niece, HARY ELIZABETH KRAf'.1ER, her heirs and assigns; 4.} FIVE THOUSA:r\D DOLLARS {$5,000) to my sister-in-law, REBECCA L. SHERRATT, her heirs and ass1gns; 5.) One-sixth (1/6) of the remainder to my niece, HELEN H. ABBOTT, her heirs and assigns; 6.) One-sixth {1/6) of the remainder to my niece, NANCY H. COLEMAN, her heirs and assigns; 7.) One-sixth (1/6) of the remainder to my niece, ELIZABETH H. ',•JOODS, her heirs and assigns; 8.) Three-tenths (3/10) of the remainder to· J my nephew, \viLLIAM F. SHERRATT, his heirs· and assigns; I. I li 9.} One-tenth (1/10) of the remainder to my I niece, MARTHA s·. SKELLY, her heirs and assigns; and jl 10.} One~tenth (1/10) to my sister-in-law, ii REBECCA L'. SHERRATT, her heirs and assigns. J: II I h i: ( . ,(• ',,.;. ··, : •. <; '· ' .~ . _ ..... ,.-c· .::,1' f -~~:··~·::::{::~: :~:::L~ :~: :.:.:.~ ::. , .. , . ... ' ........ ··l, ::· .. <>· ': .. · i· . · .. ' ~. '· . : . . ·• ., ,· : ~: :: ~-' r !'I ··- .. ,. ~ ' ·< • '. ., • j :~ :\ ~ ... , •• ~-., it r · •. ;i FOURTH: ·In the event that a beneficiary hereunder . ··J'i ... · .. J. ~ ;: I! ~ ~·s~all be a minot it-~he.time he is entitled to receive a share .. -.. 1: ;I II • '· of the· pr~ncipal or of income, such minor's share shall then be ~I ,, I held in a·separate trust during his minority by my Trustee, and ·l! •I ' so ~uch of the income and so ~uch of the principal thereof as ., I! ., ~ my Trustee in its discretion may deem advisable for the main- .1 I. :! ~ tenance, education and support of such minor shall be paid to II i! ij such person as may have the custody of the person of that minor 'I ,, 9 at the time any such payment is made, but without liability on li E ~the part of my Trustee to see to the application of such payment,. j; :I ~ or may be expended by my Trustee direct for such purposes. Any li ,, II income not so expended shall be added to princ'ipal and invested ii ,! il in accordance with the terms ·hereof. When such beneficiary il· :t attains the age of twenty-one (21) years, the then principal I! I shall be transferred and delivered to such beneficiary absolutely I and £tee ~ trust, I' ,, FIFTH: Neither the principal nor the income hereunder It ~ shall be liable or subject to the contracts, debts, liabilities I I . ! or to.rts, now or hereafter made, contracted, incurred .or .I ! I ,! 'I! I! !! !I ,, 1: I ! I committed, of any beneficiary; nor shall the principal or ~come be liable to attachment by garnishment proceedings or other legal process; nor shall any assignment or order, either of principal or income, given by any beneficiary ,be valid; but the principal and income shall be paid by my Trustee direct to or for.the use i of the beneficiary entitled thereto, without regard to any I 1 ~ssig~ment, order, attachment or claim whatever. ·I SIXTH: In addition to powers given them by law, my Executor and Trustee and their successors shall have the following ... -· ·----~-··---·-.. ··--·-.... t ! • i ;>... ;j • T.::: r:-· :1"· . ' . ' . . ~~ ~ ·'"""< }i1~~~·~ ~.i ~ _4 . ";~ discretionary powers applicable ·to all real and personal :! property held by them, including property held for· minors, effec- tive without court order and until actual distribution: A.) To take and to retain as an investment, ~without any duty of diversification, any and all securities, or ,, \; '\ ii other property, real or personal, received hereunder, including a ~ specifically stock of the corporate fiduciary. B.) To invest and reinvest in such ~tocks, bonds, !i mortgages, securities or other property, real or personal, in-,, 'I ~ cl udi ng any common trust funds '· aS they may believe ad vi sable, II without being limited to the classes of securities or investments !j in which fiduciaries are authorized by law to invest trust funds,· \. ~·including specifically stock of the corporate fiduciary. II . ' ~ . ' . -.. ' ~ C.) To operate any business, cause or join in any. II 1 1 incorporation, partnership, recapitalization, merger, reorgani- 1: .!i zation or voting trust plan; to delegate authority with respect I! l j thereto; to deposit i nves trnen ts under agreements and pay assess- · ments; and generally to exercise all rights of investors. j; I! f D ) To compromise controversies. j • II d E.) To exchang~ or sell for cash, property or ,, credit, publicly or privately, 6r to lease for any term regard- less ·of the duration of any trust hereunder and to give options p il for these purposes without obligation to repudiate them in· favor· . \ ~·: . '' 1: ·: of a higher offer. ' /fl :\, . ~ t • I· I II !I li I' ,, I ·' F •} . ··~·): ~: \;. ' To make distribution hereunder to any per.s~n ... ·' .( . : ... k.. . . • l.J.-") ~-_ .. ;'. entitled thereto in kind, in. cash, or partly in kind and partiy~ .~j in cash, as they shall believe advisableo -~ _,;··.; ·-·1> '·' ., ··, ~.' -~-~- ~,-. · ... ~-; '~~ ·' ··: ~. -:~-~~~-- ' ; ~· ,. r,l :;·::: .~ . ~<~{:<~! .; .·,. ....,. ..... , .. • '· '~ . ··,. ,·. . ' . . ~ . ' ;, ... •,,'' I -0 ~ .·· 1 •. ' .·, . (- .. :· .· 1i' I 'k . ,, ,. ·~ j; \' ;I . ·. l! G.) To borrow mon·ey, includirtg the right to borrow· . !· , . from·the ·corporate fiduciary in its commercial banking capacity,· l,. and to ntortgage and pl·edge as security. F H.) To apply income o·r principal to which any 'I\ ' beneficiary is entitled directly for his or her comfort, main- ,1 II ·l I, II li tenance and support should it deem such beneficiary incapable -, of receiving the same by reason of age,-illness or any infirmity H \! ~ or incapacity, or to pay the same to such person as it selects " i ~ li li I; j; il ,, !! 1: II I I II il II to disburse it, whose receipt shall be a compiete acquittance therefor, without the intervention of any g~ardian. SEVENTH: I direct·my Executor to pay out of the principal of ~Y residuary estate all Federal Estate, State I~heritance or·Estate and Succession Taxes imposed upon or with respect to my estate or any property· in which I may have an \ ~ interest, including any property not f6rming a part of my II .\\ j! ! II testamentary estate, but included in my gross estate for tax purposes, except any property over which 'I have a taxable power of appointment, in the event it shall be held that I ,have not I' \ I exercise~ such power of appointment in this \vill, at such times i and in such manner as my Executor, in his or its.discretion, ~ shall deem advisable; and no such taxes or any portion thereof !1 I! ii \! I I I I I I 11· I I' il' II so paid shall be collected from or paid by any other person, persons or corporations by way of reimbursement, prora-tion, apportionment or otherwise! EIGHTH: I hereby nominate and appoint my husband, 'HARRY F. LARIMER, to be the Executor of this my Last \•!ill and Testament,. to serve without bond. Should my said husband predecease me or should we both die in a common accident or at ' . . . • '· .. ' . .-].,. .. • . .:.~ • ' j ~ 'j I il Ji ,. ,I I' ,I II ,, il I! I' I ,I II I' .I ,; !I a i, " I' >I I :i i: !I i' I' I' ,I I! II jl. il 1! I' II ,, II II . ,, 'I i I I I' l I i I I r II il ,, il I I I I . , ll I I I I ,I ~ 1: ~--..--.. --·· ~-~ ..... -...... --~ ------·· .. -..~.--.. ----· the same time, then in such event, I hereby nominate and appoint WESTERN PENNSTIJVANIA NATIONAL BANK as the Executor of this my Last Will and Testament. .JN WITf\TESS \aJIIEREOF, I have hereunto set my hand and seal this '1 "/ day of --~~~~~-------., 1966. / . -1 SIGI\'ED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, 1-IELEN J1.1C CURDY LARIMER, as and for her Last Will and Testament, in the presence of us, who, at her reqtiest,. in her presence and in the presence of each.other have hereunto subscribed our names as witnesses. \•' .7 /~~· . ... ....· :. /\ ~-' ( .. , / '. , !~ ( :'· • ! .. -~~ . ...., ~I • , f I. , ' .... ·. ' . Address { . { \.{, ~~.' ., t l I \ ~\~J (: ·' ' ) . I i · .. \ ·. v _.. . \, . t "',~ •. ;~·.--·\~-\_\..~ .. · ·~ j~ I"' Address ' 1 . . \ , ' I ' '-t ' (· \ ' \ .·(. J .._": \. .... '--""'· \."~ t. ·-.• . . \ -~ Address ',j (• ": Oko c. ... ,..· ..... .. \ \ I ·. _,. , .... . ., --------~----------------. ,, '-'t_ :· I certify that this is· a true and correct· copy Attorney for the Estate '. . . ~· • r .• • "\><-•; ... ·. '· ' ·' • •' I ,• i .·. ; ;:: I·· :' . ~· ; .. :· .·.: ... l l CODIC.:IL TO TilE LAST WILL· AKD TESTr,~'lENT OF IIEL EN l\1C CURDY LAR !r;fER . I, HELEN t1C CURDY LARII'-'lER, of the City of ~Tonongahela, lashington County, Pennsylvania, do ~ake,. p~blish and declare I jthi~ to be the Fi~st Codicil. to my Last Wi11 and Testament dated I \the 27th day of January, A. D. 1960. I I FIRST: Whereas, by the aforesaid Will, under Item I ~-1 of the Third paragraph, I directed my Trustee to distribute I !the sum of r•JEI'!TY-FIVE I-IUI\Tf)RED ($2,500o00) DOLLARS to my nephew, ITHOi'-11\S S. l\1C CURDY, his heirs and· assigns, and Whereas, my said nephew, THm·1AS S .• r.1c CURDY is now de- \ ·I l ! I ' ! ' i. l . r .. I I I I I. I I i I 'i I I I. ceased, I hereby revoke said legacy, ancJ I ·direct, 1.n lieu thereof, i I !that my Trustee distribute the sum of ONE THOUSA~U FIVE r~NDRED ($1,500.00) DOLLARS to RUTH, the widow of t;"le said THon;s S • . 1\-K: CURDY, and tre sun of FIVE HU~-!DRED ( $500.., 00) DOLLARS each to !his son~, THm-'!A.S and JM-1ES, their heirs a neT assigns. -i i I I '! SECOND: That I direct that Item B-3 of the Third para- \;graph of my Will be amended to read as fol~ows: ONE THOUSAI':D il j($1,000.00) DOLLARS to my niece, ~.ti\RY ELIZ.f'\BETH KRAl'IER, her heirs and 'assigns o In all other respects I ratify and confirm my said uast I • W1.ll and Testament dated the 27th day of January, A. D. 1966o WINTESS my hand and seal this day of July; A. D. 19.68 • :·. ·:·· I. 0" !' :-l' ,. " j"" \".· I ' ~ . . '· I : . ~ ,. -. • I 'I I l I I certify .,_.,. .... ,! _... ...... . ;.~~ ~ ·~ .... , fo: ..;.., ... u;;· ~· .... ~., .• yj;~, $ ... ~ ~~~tik:ic .. ,~·~.: ~ :.~.:: . ..; ::. ,~ .. ·;r,'l:: /~ .. : . . , ... 1 Residing at / t ~ 1 .: • : ' \ ) .. ' I 1~, l (: ,. ~ f I • \ I A . '• ·---·..---... -... · .. "'" -~- I t J. ; I 1 ; ·-~ •I ; . ,f ~ .... j .. ... ~ ' • • I ....... -.. ~-· .: . . . .-. ' ,' ' Form RCC-33 COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF ... .WASHINGTON .............................................. . I~WORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the ·Register of Wills of the County where decedent ·resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of . _th4:J_.Inl::u~rit~nce_.~n!l .E.~t!ite .Tax A,ct of 1~§1.) IN THE MATTER OF THE·ESTATE OF } AFFiDAVIT OF -~JO>N ~-~~~;;~!I~!>!f~;;;; ------------EXECUTOR Late or ........... W.ashingt.o.n ............................................................................... county ~lDIIC State of .......... P.enns.y.:l.vani.a ................................................ } ' County of . .W.~.$hJ.!l.9.1:.9..:P.. ........................................................ _. ss: .............................................. Ha.r.r.y ...... F .•... La.x:.ime.x: ............................................................................................................. ···························-·· ........................................ ................ Executor ~lOX of the estate of the above-named decedent being duly sworn, depose s and says Name and address of attorney or} other authorized representative to ··· whom all correspondence should be. . mailed. W.i.l.l ia.m .. H. •...... Robinso.n., ... ..2.53 ...... W.e.s.t .... Main. S.t r.ee.t. . Mopong.~l.l.elg , .. Pennsylvani~L. 1...5063 ..... H ••• HH • That as such ......... ~~g~.q:t.Qf .............. deponent is familiar with the affairs of said estate and the property con- < Jo:Xt!Cll lor·Administrdt.or) 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:- THIS SAFE DEPOSiT BOX RENTED IN NAME OR NAMES OF 0 . . . RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Husban That the contents of said safe deposit box or boxes are itemized under Schedules ___ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached h,ereto and made part hereof sets forth full v 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 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent1 s immediate possession, standing to decedent1 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, do~•tb'"ilie·last :\"'" --interest day prior to decedent's death in the case of savings banks, and to the date of~deced-e-!l~t!s death ~ "''"' .. in all other cases; all bonds, po~tal savings, treasury certificates or notes and othJ'r-;~~·f~ce of_ in- debtedness of the Uriited-States to the decedent; all obligations, whether by statut~Qr!agfeem~nt:~hey .. ~"'t • "-.. -are designated as tax free, of the United States, or any state, or political subdivisio~ th9reof, or of -. ; . "--. any foreign country, which are· owned at the time of death; all wearing apparel, jewelry, .. :Sfl~~rware; .Pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boat~?'j'n1""any ~!!«i a,ll #, ., • other personal chattels of whatsoever kind or nature, left by decedent, together with the'.f~i;!;ly •• l;!~_timat~d market value thereof; all bonds and mortga~es held by decedent and of all claims due and~u.~ing~:decedent ' ... ~~,. .. ' at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation·as ~o each item; all moneys payable to the estate from life insurance policles carried by decedent; all annuity and endowment contracts the proceeds of which were 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-. . dent1 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 transfe~ee and all other facts of a pertinent nature regarding said transfers. · I11 the ·case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a COJIY of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said schedule a list of all property, real and. personal, with its val~e, 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. T)1at Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and. fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones· or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of '\ . death; taxes accrued charge.able for period prior to decedent's death. (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .... &:. ............ .. ................ ; ................ : .. :;:<· .. ;:: ........ day of ......... ~ ......... 19 .... .6.9 .• "··········~:·•·:c~ .. k .... ~---···········••···•····•• . ~~~---c ::- "·; 1 ·· ·' • · · ... n,:!ahela, Washington Co. My Commission Expires March 23, 1970 ... .OOl .... .H war.d. .... S:tr.ee.t .................................................... ,. (Street Number) Monongahela Penna. 15063 ................................................... 1. ................................................................................. . (City or Town and State) . > '\ ·_:-:-NOTE: BefoJ:e signing affidavit make sure all blank spaces in the affidavit and schedules annexed are f'illed Jn i\-) th 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-3!4 (1·84) • COMM,ONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX . RESIDENT DECEPENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule uE". Property h~ld by the .de.cedent· 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 locatedln the Commo!lwealth of Pennsylvania should be (1) (2) (3\ described by lot and block number, street and street I'! Umber, together WIth DI:PARTMENT a general description of the property, with a reference ta the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION eras; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH In this spoce) to be I is ted on Schedule" F" and must not be ded~:~cted from this schedule. N 0 N::E ---- . . . ' Insert this total opposite 11real property", Schedule "A" in the X X X X X 11As Reported" column on the last page of this return. RCC-;-35 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.Q.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. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) ·------~---------------------------------------------------+------~-------------+~--------~-------'--92 shares American Airlines, Inc., common, @ 30.5000 ~ 10 shares American Standard Inc., common, @ 37.7812 25 shares Budd Co. (The), common, @ 18.6875 24 shares Burroughs Corporation, common, @ 150.1250 20 shares Co$umbia Gas System, Inc., common, @ 25.9375 40 shares Eastman Ko~ak Co., common, @ 76.7500 90 shares Ford Motor Company, common, $ @ 45.6250 a1 General Foods Corporation, com~~~ 40 shares mon, @ 75.1562 ~ ~ 50 shares General Motors Corporation, com- mon, @ 73.1250 50 shares Hershey Foods Corporation, com- mon, @ 22.7500 52 shares Manhattan Industries Inc., com- mon, @ 22.5000 66 shares Merck & Co., Inc., common, @ 94.9062 40 shares G. c. Murphy Company, common, @ 24.9375 26 shares Ronson Corporation, common, @ 32.4375 57 shares SCM Corporation, common, @ 30.9062 (SEE RIDER) v Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. 2,806.00 377.81 467.19 3,603.00 518.75 3,070.00 4,106.25 3,006.25 3,656.25 1,137 .so 3,420.00 6,263.81 v 997.50 843.38 I 4,852.27 ~--- ' . . . I • 24 shares Squibb Beech-Nutr, Inc., common, @ 56.1562 90 shares Sterling Drug Co., preferred, @ 67.3750 30 shares Union Oil Co. of California, preferred, @ 69.2500 $ 37 shares Western Pennsylvania National Bank, common, @ 23.1250 1,347.75 6,063. 75 ,__........ 2,077.50 / 855.63 TOTAL PERSONAL PROPERTY $ 49,470.59 f.OmWN'I'EALTH OF PENNSYLV~NIA TlUNSFER INHEIUTAN~'S TAX ~SSIDENT DECEDENT SCHEDULE "C" TRANS FEllS ( 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) l'lo (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) ..:Nc.:.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) _....~.N~o~L--- (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)_.Nuo~-- (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 tht:· property transferred? (Answer yes or no) ~N~oL-__ _ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)_~N~o~-- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others~·----------------------------------~-----­ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's pro1nise to pay income to or for the benefit of care of transferor? (Answer yes or no) ~N~o~--- (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~o~--- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in th~ decedent alone or the decedent and others? (Answer yes or no)~N~o~--- 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 f~ir 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 Insert this total opposite "Transfers", Schedule "C" in the "As Reporter!" column on the last page of this return. ~IARKET VALUE (Estimated) DEPT. VALUATION (Dept. ·Only) RCC-38 ' ' COMMONWEALTH OF PENNSYLVA.N.IA THANSFl!:R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY Il'\STRrCTIOI'\S: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real. estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. Description of Property, Date of Acquisiti~n, Name I Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. t Estates by the entireties: One and one-half story frame dwellin~ of six (6) rooms, bath, and frame garage, and lot situate in the Third Ward of the City of Monongahela, Washington county, Pennsylvania, and known as 1001 Howard Street. Being a part of Lot Numbered 155 in Lockhart's Addition to Monon- gahela City and fronting fifty {50) feet on Howard Street and extending Nor~hwardly therefrom, of equal width throughout, with Meade Street on the East, a distance of one hun- dred (100) feet. See Deed Book Volume 1141, page 245. 1968 Buick Sedan (Le Sabre) Checking Account Western Pennsylvani~ National Bank, Monongahela Office, account number 042404558 in the name of Harry F. Larimer or Helen McCurdy Larimer ~· Checking Account Western Pennsylvania National Bank, Monongahela 1 0ffice, account number 04281178 in the name of Helen McCUrdy Larimer or Harry F. Larimer percentage Estate Share Valuati.on 4, 787.7 ~ 4,112.4 ~ $ 19 '700.2 3 Insert this total o-pposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPART.MENT VALUATION CAUTION-Do not WrHe In This Space. Value of Entire Property Value of Decedent's Interest I ~-----------,,------------------------------------------------------------------------~~~~ ·~ •-"· William F. Sherratt I • 1726 Helen 1Dr1ve Pittsburgh,lPa. 15216 Mar~ha s. SJelly 115 Dutch Lane Pittsburgh_' i Pa. 152.36 Ruth McCurdv 304 Birming~am Street A~alon, Pa., 15202 j Thomas McCurdy 304 Birming~am Street Avalon, Pa.! 15202 James McCur"y 304 Birming am Street Avalon, Pa. 15202 -:·~--~:~ -~ (RIDER) Nephew Yes Niece Yes Yes Grandnephew Yes Grandnephew Yes 3/10 remainder in;:··.,· terest 1/10 remainder in- terest $ 1,500.00 $ 500.00 $ 500.00 ( h RCC-37. (12-63) C'O~tl\ltJNWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State f~ll names and a~dresses of all who ave an interest, vested, contingent or other wise, in estate) -- Western Pennsvlvania Nationa Bank, Trust Department Fifth Avenue at Smithfield Pittsburah Pa. 15230 Harrv F T.arimer 1001 T-Tnur~rn ~+roo+ Monongahela, Pennsylvania 15063 H~rrv l'anl Ml'_I'llrrhr_ !:\()!:\ Mo:llno ~+roo+ Monongahela, Pa. 15063 Mary Elizabeth Kramer 811 Main Street Coraopolis, Pa. 15108 RPbecca L. Sherratt til c; .~nn+h Aikon Auonno Pittsburah Pennsvlvania 15232 Helen H. Abbott 7904 Camnbell Street Kansas City. Missouri 64131 Nancy: H. Coleman ~7 'T'o.,...,..:>,.o o,..,. ~ Levittown, Pa. 19056 Elizabeth H Woods 4085 Pennsylvania I .J SCHEDULE "D" BENEFICIARIES .. RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH 'T'rnc:::+oo Voc::: During life tenancy No hPneficial intere: s Husband & Life estate under life tenant Yes i-oY"mc::: r.+ + .......... + _Nenhom Voc::: -~ ?. c;oo oo ~ Niece Yes s 1 ,ooo.oo Sister-in-la~ Yes S 5 000.00 and 1/10 remainder interest Niece Yes 1/6 remainder interest NiPCP Yes 1 /f. remainder in- terest Niece Yes 1/6 remainder intPrest Englewood_,_ C:olorano 80110 ( ~{t R!BER lJ;: . Deponent rt er says t t all the above-named benefic1aries are living at this time except below: .. ~ . . . NAME DATE OF DEATH RESIDENCE Thomas S. McCurdy August 9, 1966 304 Birmingham Street Avalon, Pennsylvania 15202 .. .. -. .. . --- ------.;. (Executor-Administrator - must complete "As ( ! Reported" column #1.) Will No. Year Administration ....... 0 ~ ...., '"C ::::0 .... 0 .... (1) (1) 0 ll> .... e.>.. r.-1 THE Vl ~· ::l Vl Vl Vl 0 t:J ......, ::l '"d ...., r+ (1) e.>.. .... :\lATTER OF THE APPRAISEMENT ll> .... 0 1-' Vl ,-:>< '"d ll> '< '"C (1) C"' .... .... OF THE CD' 0 ~ ~ '0 t%1 (1) .... ESTATE OF Vl ~ ~ ...... '< ll> l1) ..... a. (1) i::J !"I HELEN MC CURDY LARIMER ~ ................. . ............ (0 --Deceased ti t+ ._. w~ ---'·-~ Late of _l\1()~().119 ~11:~~-Cl ....... . ... trJ '·! County of ... w~ $11:1: .I19 .1: () !1 ............. c: . ~. '~ 3:: -J~ ~ ! ! ,'t Commomn·alth of Pennsylvania > <"'--(•t ::0 -->< w trJ trJ () () ::r' ?"' ?"' REPORT AND APPRAISAL q ~ > • . - -f'-> -f'-> -fin ~ <!>--oo q 0\ ~ ,J::. > ~ .;o liO .. .... 6 .... :o Vl i-' "'-1 0 ~ :o !::0--.. ~ b •: : • .g -0 0 0 0 :o o-... ~ 0 o; :o ~ ()::) {\.) U1 ('!) N w 10 c.. -oo -oo q) -oo <iF.' -oo -~ :~: > :~: :~: :r. t:i :~ ~· ~-.. I ;~ r. tv 1,~ ~: .., ......... ~ 3 Q. ::l ' ~: r. i <...i c... : ~ ~ RCC-81 (2-64) COMMONWEALTH OF PENNSYL VAN I~ DEPARTMENT OF REVENUE .BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REJFIER TO 38-12-8 NOTICE OF FILING OF APPRAISEMENT HARRY F. LARIMER (Executor ~- In Re: Est ate of _____ __,HE~LEN __ M_c_C_UR_DY_IAR __ ll_4ER_~ __ _ viASHINGIDN 6?. 69 1126 --------------County -File No. '-'-- Dear Mr. Larimer: You are hereby notified that the orjginal appraisement in the estate of Helen McCurqy Larimer has been filed in the office of the Register of Wills qf Washington County on November 28 , 19_22. Said appraisement reflects the following valuations: Real Estate ---'------------ Personal Property ___ ~4~9~,4~7~0~.5~9L---- Transfers __________ ~~~-=----- Total ____________ ~-4~9~,~4~7~0~.5~9~· __ _ As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any ~ax that remains unpaid after one year from date of death', interest at the·rate of six ( 8%) percent per an.num is. charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _____ ~N~o~v~e=m=b~er~2~8~,~1~9~6~9~----Signed Title W.R. CHANEY, ' . DATE OF DEATH: September 14, 1969 Note: This is not a bill. J \cc-39 (~6Bl COMMONWEALTH OF PENNSVL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of LARIMER, (Last Name) HELEN M. DATE OF DEATH 9-14:!:....--=6~9 __ FILE NO. 6,3-69-1126 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER 1, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ---=1=1=--=2.::...8--=6:..."9 ____ _ 09-14-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) ·""'. CLEAR VALUE OF ESTATE \ Valuation of life estates or $ 49,4'(0 ')'j 49,470 59 annuities ... , . . . . . . . . . . . . . . . $ -------+--- ESTATE TAX ASSESSMENTS $ _________ ...~.__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ }%.._ Tax. on $ ----------+,..,:.·...:·-~ Tax on$ 5% Tax on $ 1 o Tax on$ 15% $ ______________ ~_ $ ___________ -4---- $ ____________ ~- $-----~--~-$ __________ ~_ VALUE AS REAPPRAISED $------------~--- Exemptions * Total Estate _______ ......._ __ TOTAL TAX $----------~-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======l== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from -------to -------- AMOUNT OF ESTATE TAX ASSESSED $----------+--- Estate tax paid $ _____ --.~. __ BALANCE DUE $------~--- Add interest at rate of 6% from --------~10-----$ ----------+---- TOTAL TAX BALANCE $ ----------+--PAID $ __________ _L. __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF HELEN McCURDY LARIMER ······················· ............... ··········. ········· ··················· Deceased Late of ...... . MONONGAHELA County of . . . . . . . . . . . . . . . . . . . . . . . . WA~.lflJ~G'rON .............. . Commonwealth of Pennsylvania REPORT AND APPRAISAL · . .. . DATE ........................ ~9.!.~~~.~ ..... ?.~.!. ...... ~.?..~.?. ....... . Fonn RCC-2 ... . • DEPi\RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLV~IA RESIDENT INHERITANCE TAX . 'couNTY ........................ ~~.~.h~.P-:8.~~ .............................. .. ... APPRAISEMENT FILE NO .......................... ~2: .. ~.9.:::g?.§ .... _ ...................... .. HARRISBURG, PENNA. 77 12 7 Whereas, .................................... Helen .... Mc.C:urdy .... ~ar~r. ........................................ late of ......................................... ~9~.~~·g·~~~J.~ ............................ .. in the County of ............................................ W.a.~hi.ngt .. Qn .......................................................... Commonwealth of Pennsylvania, having died on the .................................. l4. .... t.h ............................................ day of ..................... ~~P~.~.IJ!.?~!. .......................... 19 .. A?.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................ W.~.B:~ .... .G.h?.P.:~.Y.: ....................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for llfe 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. Description of Aaset PERSONALTY: See copy of Schedule "B" attached to apprais ernent Unit Values $ Appraisement Made for I nherl lance Tax Purpoaea 49,470 59 1----------------------------------------------------~.----~--------+------1~--------+---- Total 49,470 59 ~--------------------------------------------------------------------------------------------------- WASHINGTON County U ::. ... I RESIDENT INHERITANCE TAX APPRAISEMENT ~h ,_ I Estate of HElEN McCURDY LARIMER ------------······ .......................... ·······-·-· -· ················w~~i~1~:;![" E F\ 0 r WI L LS WAS !I IN GTO~i CO .• PA. MONONGAHELA Date of Death, ...... ?.E.lP.tE:lml:>.E:l:r. .... J..4..JP .... J..:99..9 .............. . Appraisemel!t Docket Vol., ............... ?..~---····························· Page, ......... J2.~.e. ........................ No ... 6J.~.9.9~lJ2..6. ......... . Filed in Register's 0 ffice, ... N.c:>.YE:~ml::>.E:l:r. ... ?.J3.19 .. ~9 .. . Anwunt of tax dttt, $ .................................................................... . DEPARTMENT OF REVENUE Received, .................................................................................................. . ·Examined and Approved, .......................................................... . Wrote abo.ut Appra-isement, .................................................. . Appeal f1'om Appraisement, ..................................................... . Entered and charged, .................................................................... . • '. • If' RCC-81 (6·73) .i~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING Of APPRAISEMENT Harry. Larimer (ExecutorU~W IN YOUR REPLY PLEASE REFER TO 38-12-8 Inheritance Tax Division -In Re: Estate of ____ H_e_l_e_n_M_.::._L_a_r_i_m_e_r _________ _ __ l_v=a=-sh=l.'-·n_,g..._t'-o'-n __ County_ File No. 63-69-1126 Dear Sir: You are hereby notified that ·the-----::L::..:i::..:f:_:e~E=-s=--:=:-t=a-=t-=e~-------- appraisement in the estate of Helen M. Larimer has been filed in the office of the Register of Wills of Washington County on July 14 , 19 76 , Said appraisement reflects the following valuations: Real Estate _____________ _ Value of Life Estat~ersonal Property __ ----.:6~,2!'!!.:5,_0~.0~9 ___ _ Transfers _______________ _ Joint I y Owned -----.,.-----=-=-:;:;:-=----- T ota I --------=-6-L, =2-=-5-=-0-=-. 0-=-9=------ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per. annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P. S. 2485.1001, P. L~~ . 'f~ Dote July 14, 1976 Signed ~ ~ ~ Title Apprl.s er II Date of Death: September 1g, 1969 Note: This is not a bill. .. J ,• COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Life Estate SUMMARY Estate of Larimer, Helen McCurdy DATE OF DEATH 9-14-69 FILE NO. 63-69-1126 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~vashington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at tho valuos "t fo'th opposho oach hom in tho lau column to tho <ight in Schodules "A", ":Zd "E", Oatod, July 14,1976 ~~NCE ~ -4:( REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF.ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $ $----------~---- ~XsX.X. • • . . • • • • • . • • • • • . • $ -------""6+, =25"-'0"--11-"'0-"'-9- ESTATE TAX ASSESSMENTS $------'-· __ c·. FOR USE OF REGISTER ONLY TaX: on $ 6 250 09 @ Tax on$ Taxon$---------;-- Tax dn $ ---------;--Taxon$ ________ ~-- 5% 10% 15% ·COMPUTATION OF TAX $--------~~~~~ $ ___ __,.3 ...... 17......._, 51-'0"-do.--1 $--------------r----$ _____________ r---- $ ______________ r---- VALUE AS REAPPRAISED $ _____________ +--- Exemptions========jF== Total Estate _______ -1--- * TOTAL TAX 375 01 $--------------L-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to -------- ::::::~3~7~g~I~Qlo!,;Ol~o!L =-:...- $=======· == AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ ___. __ BALANCE DUE Add interest at rate of 6% from $ _________ ___. __ __ ----------~<0-------$--------+-- TOTAL TAX BALANCE $ -------+-- 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 Administration ~ No ...... . IN THE .... Year .......... .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF HELEN McCURDY LARI~ffiR Deceased MONONGAHELA ~~~ ...... ················································· WASHINGTON County of ...................................................... . Com,monwealth of Pennsylvania REPORT AND APPRAISAL .. ~) .J c . . '{. J i. RCC-2 (2-64) .. COMMONWEALTH OF PENNSYLVANIA DATE July 14, 1976 .. ._ 'DE.PARTMENT OF REVENUE BUREAU 'OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 RESIDENT iNHERITANCE TAX couNTY ___ W_a_s_h_1_·n_g=t_o_n ______ _ APPRAISEMENT FILE NO. _6_3_-_6_9-_1_1_2:..._:.6 __ _ Whereas, __ H~e_l_n __ M....:..·• __ L_a_r_i_m_e_r __________ 1ate of __ _:~~fo:..:n~o:..:n:.::..!ga::a:..:h;.:..;e:..:l:..:a::..__ _____ _ in the County of _\.:.:.v.=a:..:s~h:.:i:.:n.:.Jg::..t=o==n'-------------Commonwealth of Pennsylvania, having died on the 14th day of __ S'-e~p._t;_e::..:m....:..b:....;e::..:r:__ __ 19_§J, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I Madeline Finnex 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 Anet Values Made for Inheritance Life Estate Appraisement Tax Purposes $ Personalt;y:; $49,470.59 D & D 5,215.88 Clear Value 44.254.71 Life Tenant, Harry F. Larimer, was 83 years of age at the time of the decedents/ death. Clear Value $44,254.71 Age Factor-83 yrs. X .14123 Val. Life Estate 6,250.09 6.250 09 ,. Total 6.250 09 (Tax Breakd·o,~) . $6,250.09 @ 6% = $375.01 . Paid 375.01 . Tax Due on Life Est. o.oo Having been duly sworn accord~law, I do here~_rtifhthat the above appraisement is made in con- formity with law on this ./< . day of 1 / · ./ -:.12~-~ ./ -:.1:?1"~.//.A.., ~ ~~/ -;iQ{. (J ./ Appraiser / · @~~ -~trtet) -~ (l'olt Oftlee) , Penna. Washington C Oltllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Helen A. Larimer Deceased. Late of ~1onongahale Date of Death, XDI. September 14, 1969 Appraisement Docket Vol., _....:3~8 ____ _ Page, ...._...;1;;;.;2;;;.;-_8;;.._ __ No. 63-69-1126 Filed in Registers Office, July 14 19li Amount of tax dt~e, $---------- DEPARTMENT OF REVENUE Received, Examined and App.roved, ---------. Wrote abo.ut Appraisement, Appeal f1'om Appraisement, ·-------- Entered and charged,---------- ~ ,) '\ • v fJ r M A/;.) 0 G /?.. !J fjJII.It r.:s fir. p) · COMMONWEALTH OF PENNSYLVANIA ' ~ DEPARTMENT OF REVENUE ~ BUREAU OF C::OUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF washiugtou 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 hy the Secretary of Re"enue. (Section 703 of the Inheritance and Es!ate Tax Act of 1961.) IN Till·: MATTFK Of TIJF. F.STATE OF Lateof __ ~W~a~s~·h~~2·n~g~t~o_n __________________ __ Stote of PeuusylJTauia '} County of -JU...I.eg.t).etl~---------· ss:. . }:::OF. Trustee County t\~ --Marie A. Shepos, Trust Officer, Equi.bauk bl . .A. Administrator of the estote of ihe obove•nomed decedent being duly swom, depose 'frl:lstee ·one! say I Decedent died __ 9:._ _____ -=1:...4:..._ _____ , 19_§_'l_____j testate leaving a lost will, ·copy of which is hereto attached. } . (MONTH) (DAY) ~Jtil!iilili!Gt Home and address of attorney ar } ather authorized repres.entatl"e to whom "'' <:<>"espondence should be mailed• Marie A. Shepos·. Trust Officer, Eguibank N .A. Trust Department 2 Oliver Plaza Pittsburgh, P.,, 15222 :1 Thal as such Trustee deponent is familiar with the affairs of said estate and the property constituting ! EXECUTOR-ADMIN I ST A A TO A) the assets thereof and their fair market value. That ut the time of death there was no safe deposit hox registered in decedent's individual name, or jointly with, or ;~s agent ur deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the fnllowing: - NAME AND ADDRESS OF 6ANK. OR OTHER INSTITUTION IN "'HICH DECEDENT RENTED A S.<FE DEPOSIT BOX THIS SAFE DEPOSIT BO:t RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules~ __ .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 fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an inte.rest therein. It also sets forth the ~ < mortg.agc cn~·umbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, datt:, rate of interest, and book and page of record thereof. It also sets forth in the columns provilled thcreiure the .assessed valuation of each of said parcels, the estimated market value thert:of . ~ as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the 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 pers.on or persons giving also separately the accrued interest thereon, if any, down to the last interes.t day prior to decedent's death in the case of savings banks, and to the datt: of decedent's death in all other cases; all bonds, postal savings; treasury certificates or notes and other evidence of indebtedness of the United States to the de- cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the lime of death; all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, lmals. 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 tim.e of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any. giving the faci! value and estimated fair market value thereof, and if such estimated fair·market value be les~ than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable til t.he estal.e from life insurance policies carried by decedent; all annuity and endowment contracts the proc.l'ec.ls nf which were payable upon the death of the decedent; all and the corporate stocks and dividends due thnc11n :1tH.l unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's dc;~th ;uld nlh•:r investment securities owned by the decedent at the time of death, with the·market value there- of al such timt~. J In the cas€' of securities of close or family corporations, the values reporteil are as far as possible suhstru•tt~teil by financial statements of the corporations, showing the assets 11.nil liabilities tht.>reof as of t.he dl\te of death. The schedule fllso set!! forth the interest of ilecedent llt the tJme of death· in any co-pllrtnership or bu111ness, and in support of the value of suc:h 1nter,1st there is ttnuexerl to said schtodule, finAncial statements showtn~~; the assets anrl 11ah111ties of said co-partnership or !JUSilless. A copy of t.hE' co-pArtTlf!rship ap;reement, (if oral; a statement setting forth the nature of the !lgreement) together w1 th a statement set tin,ll; forth the character of the business, 1 ts location, and such other l'~tcts pertatntn~~: to the business 11.s may he pertinent to a fair and .Just appralsal of the rleccdent' s lnter•~st. therein must be submitted. It should also set forth in itemized form, together with the fair market volue 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 t.o each .tnquiry contflined 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 cr 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 cony of the deed, trust agreement or other instrument creating the trust. Ther~ 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 instrwnent of another, with a copy of the instrument creating such power attached to the schedule, That S~hedvle D attached hereto and made part hereof sets forth the nllmes aud tLcldressP.s of lill personR bem!flclally interested in this estate at the time of dect!drmt.' s tleath, t.ht~ nat.uJ•e of t.helr rr~s­ pective interests, their rellltionshlp, if any, to the rlecedent, tng~thcr wtt.h the ILj~;I?R 1\t t.he time or decedent's death of all minors, annuitants anrl beneficiaries for life unrter cteeedent's Will. It also contains a statement showing which of the beneficiaries named in the ctecetlent' s will, if any, died pri_or to decedent, the dates of their death, their issue, anrl the relationship of such issue to the beneficiary. That S•hedule E attached hereto and marte 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 instrwnents· effecting the vesti ture of real estate and the ~ate 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 cin behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and f'udiciary' 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 anrl unpaid at time of death; taxes accrued chargeable for period prior to decedent's rleath (except those allowed under Section 6~1 of the Inheritance and Estate Tax Act); together with a statement of collateral pledgert for obltga- ttons, tf any. It is agreed that the fiduciary will present proof of said claimed oblt!!;ations upon r~­ 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. Subseribed ~ sworn to before me this ........................... _ ... . .. ·-··--···-.. _2:-_?.: .................. day of ............. ~ ............... t9Z_.~ .. . ~c. ··-·-............................................................................... -............. T~iE··c. siliri'ER·.··Na1ii?v .. iiuauc ITTSBURGH. ALLEGHfNY COUNTY M COMMISSION EXPIRES JAN. 31, 1977. Mcm!ler, Pcllll$}'lvania Auociation of tlotar!Q NOTE: Before signing affidavit make sure llll blank spaces By~~~~----- Marie A. Shepos, Trust Officer ......................................... _,,, .. ,_,,,,_,", ... -........................................ -.. -.. --·---·· (Street Numbn) (City M' Town and State) in the affidavit and schedules annexed are filled in with details or the word "None", anrl 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 ScherlulP. "B" are attached. Also m1tkl~ certain that column #1 in the "SuJIIIJary" has been properly completed as llbove-tli rec terl. RC C•34 (,~7 3) , ' COMMONWEALTH OF PENNSYLVANIA DI!PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQEN'F SCHEDULE "A" . 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 jn common with ono.ther or other, should 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 "E.") The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION eras; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be d.educted from this schedule. DEATH In thl1 space) i ! ' I \ .. . Insert this total opposite "real property", Schedule "A" in the X XXX X D "As Reported" column on the last page of this return. ... .. ···-... .. ~ ......... .. ···-. ... . .... ·-· .... ·-.. - I I I I I r---- .. ::::.. RCC-35 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 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 .• Item NO· ITEM List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Equibank N.A. (formerly Western Pennsylvania National Bank) Trustee under the Last Will and Testament of Helen McCurdy Larimer for the benefit of Harry F. Larimer who died 3-24-76. Assets now to be distributed per terms of the will. Inheritance tax originally paid on the life estate. Principal now to be consumed. Assets in the Trust at date of death of Harry F. Larimer and the value on 3-24-76: 48 shs. Burroughs Corp. Eastman Kodak @103.6875 @116.9375 @ 10·. so .. / 4' 977.00. 40 shs. 55 shs. 90 shs. 80 shs. 50 shs. 183 shs. 132 shs. 40 shs. 160 shs. 48 shs. 30 shs. Equimark Corp. Ford Motor General Foods General Motors Manhattan Ind. Merck & Co. G.C. Murphy SCM Corp. Squibb @ 56;3125 @"· 30.25 @ 69.5625 @ 8.8125 @ 75.3125 @ 19.625 @ 16.875 @ 33.75 Union Oil of Cali£.·2.50 ~fd.@ 58.75 1118 units Equibank N.A. Collective Income Fund "A" @. 7.639 Fort Pitt Federal Savings & Loan savings accou~t Income cash Principal cash 4,677 .so ........ 577.50 ~ 5, 068.13 ,._..; 2,420.00 v 3,478.13 - 1,612.69 ../ 9, 941.25 ,/ 785.00,/ 2,700.00 ,/ 1,620.00 / 1, 762.50 (/ v 8,540.40 670.80 30.00 249.94 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X $49,110.84 ========== 4/177.oa ~0 77. so I S77,Sd 4; o0t. '13 ll; L/-,2 0 , {!) 0 .3 ~7tf.,/.3 I/&:, I 2, . rb'l 9 9£11· a:<s- 1 7 J:;t; a a ~· 700' tJ-:0 I G 7-tJ , o--tJ t'10,(, Sd I 8',5 L/!J~ /fO to 70 .. fo 3o.ao '.A;; 9. c;cj RCC-36 #-' COMMQNWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDE~T DECEDENT SCHEDULE "C" TRANSFERS (1) Did decedent, within two years of death, make any transfer of aqy material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or 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) ____ _ (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)----- (a) Was there any possibility t~at 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 tJme of decedent's death? -----(5) Did decedent in his lifetime make any transfer without receiv~ng 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) --------- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) · (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others __________________________________________________________________ ~------------ (7) Did decedent in his lifetime make a transfer, the. consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) --------- (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 conld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) _____ _ (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 ~hich said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) 0 h RCC,-37-'(12~63) C'Ol\H\ION\\"EAL Til OF PENNSYYLANIA TRANSFE'R iNHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Rnrn Ml"l"nrclv 3_Q_4 ~-_Rirminan!:lm _Avp l)irrc:>nn..-ah P!!! 1 '1?n? -Thomas. P _Mc_Curdv 9014 Hunter Road r.~n..-nn T11 h1 n1? .T!!!mPc::. r. Mrl"nrrlv 25 O:ricle Trail C'.rvstal T.ake _ill finm&. u,.,..,..., l),."' 1 Ml" l"n1'"rhr -c;nc; MiO<>rl C:r Mnnon~ahela Ea. 15061_ Marv 'Rli7.abeth Kramer 01, ...... c Cora no lis Pa. 15108 'R"'n"'~"~"" T. C:nPr..-<>rr 515 S. Aiken Ave. Pittsburgh. Pa. 15232 ' Helen H Abbott 7C}04 Camnbell Ave Kansas City, Mo. 64131 1\t ... .,. tl' r,.,,,..,.,..., -- ~7 'T'i01"1"J!Il"P nrivP T . .,.ui rrn"tJn Pa 1 Q0'1n Elizabeth H. Woods 4Q85 S. :fgnnsy:lvania Ave ~ng1ewoods CA 80110 William F Sherratt 1726 Helen Dr. Pittsburgh Pa. 15216 Martha S. SkellY llS nutc.h.Lane Pittsburgh. Pa. 15236 1.--• • ---- SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH 'tJifP nf nPnMP'tJ VPQ ~1 _<;no_ _nn - a..-.,.!!!r--niOnniOT.T ViOQ <: c;nn nn arPat"-nPnhP'tJ VPS s. _ <;N'l nn - nonn"'= _UQC!._ C'> c::nn nn -. J ., niece I s1 ooo.nn VPS c::.ic::.riO-r--in-l<>T.T '\riOC:. cc:: nnn nn ~1 ~ J . ·' 1/10 rPsidnP ni_ec.e VP!'t 1/~ ,..oc:>irlniO . ...,;,.,.,. ..~ ... 1__1&._ ~·A, J ~ -~- niece ves 1/n residue nenhe'tJ VPS 'lL1 0 _l"P~c::.i1im> ni Pf'_P ViOCl. LL1n ~"'.;.LL1o J Deponent further says that all the above-named beneficiaries are _living at this time except below: NAME DATE OF DEATH RESIDENCE Will :\elm i nistra tion ~ No. 63.-:-:69.--:-:112Wear IS THE ~fAlTER OF THE APPRAISEl\'IENT OF TilE ESTATE OF Helen McCurdy Larimer Deceased Late of f10I_l()1lg<l.h.~:L.~ ......................................... . County of .. Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL William H. Robinson 253 Main Street Monongahela, Pa. 15063 'Vd ''00 NOl~tUHSV/l\ STliNi .:10 }~::JJ.SI!J3U lHVnlS J.JJ\HVH L ~ 6 u ~ s z ~nr ~ L :11 ... J ! , .. (Executor-Administrator· must complete ··As Reported" column #1.) CJ ~ "d !:C ..... ('!) ('!) 0 "' .... ~ "' ::s "' "' "' 0 >+> ::s "'d ....:j ('!) ~ ... ... ~ "' 0 '"0 '0 "' ('!) CT ... ... ~ 0 ~ '0 trl ('!) ... "' ~ ..... "' ..... ('!) Ul c: ~ ~ > !:C ---......... ---.....:: w Ul Ul n n ?" ?" ?" q ~ ~ ~ ...... ~ ...... :-1:'-.p. !-0 ~ > ,. 1--a 'I-" "' ,..... ~ !:C. ? 0 ('!)---• "';j,_ :00 (X) o'-' ~ .p. ..... ..... ct: c.. -(p ~ .;;n ~ ~ ...... > :r. tJ ~-r. I..:J ..... 2. --- :::l r:: c.. ( ~~ ; . RCC-~1) C0MMQNWEALTH 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 with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving br.ief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate· value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisitiqn, Name Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. percentage Estate Share Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent1s Property Interest Form·.RCC·lO PEv¥\mJJo t:,z R pp R/ti i u" eN I STATEMENT OF DEBTS AND CEOUCTJONS. DEDUCTIONS ALLOWED IN OI"FICii 01" THIIt REGISTER OP' WILLI! 0,...w ... _a __ s __ h __ i_n __ cg,t __ o .. n __ couNTY T)1~ SUM OF ............ sh-t:6...0.. .. a.~.?.f.: 'OAT[ API"AO' EO . . . . . • . • .. ... '2--lf~ .. /.~ ... · AND AGINT 01" THE COMMONWKALTH t3--t 9-/!~t, ll~ kd: I Regie!.,# Will~. Age~l p ESTATE OF Helen McCurdy Larimer LATE 01" WashinitQp .. DATE OF FILING APPRAISiiM&NT DATI 0, DEATH ~=l.'t=G~ DATI!: NO. 01' NAME 01" PAYEE RIMARU AMOUNT VOUCHQ .. 197r>· 6 8 Treasurer, Washington County 1976 Personal Property Tax $ 28 04 6 8 Register of W-ills cost of· filing account 150 00 6' 8 EQuibank N.A. Trustee compensation for preparation of RCC-33 and RCC-lC 100 00 6 8 Wtn. H. Robinson, Esq. Professione1 services rendered 98"2 22 $ 1,260 26 -= --- COMMONWEAL. TH OF PENNSYLVANIA }II; COUNTY OF Alleghen:2: I, Ma;tie 8,. She:eos 1 Trust Officerz Eguibank N.A. H&IIIIIIIY CllRTIJI'Y, THAT. TO THI: IIUT OP' lillY KNOWLZDQI AND IIlLI II", THII: I'ORKQOING Ill A .JUIIT AND TRU It llfAT ... Dn' 01' DUTil, I'UNIAAL ICCPKNIIKS AND" DP8NIIII8 01' ADMINIIITRATION IUIIMITTID TO THE llii'TATK 01' Helen McCtJrdy Lari_mer ..ft*c&Aei:D, All DKDUCTIONII P'OR INHIRITANCI: TAX I"URPOel •• Equib/Jf~·' 7.~ . . owoo~o •:••• •• "''' 7--? J_ DAY"" By: '_/) . . '.P /1~ IL. G.l Mar~e A. ::;n~pos, Trust: u:n~cer .,,-:JW_ . c__ ~ Notary Publ~!l. MARLEN • SPITLER. NOTARY PUBLIC. PITISB RGH. ALLEGHFNY COUNT'( . MY COMMI~"SION EXPIRES JAN. 31, 1977. Member, Penn3.I'IV~ni a Msociation of fl:Mr!Ga ---- J . - - - RCC-81 (6-73) .,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 I NOTICE OF FILING OF APPRAISEMENT Marie A. Shepos, Trust Officer, Equiba~k N. A. ( EQ/'e"c:G¥0'rYoYrYA<d~lfltlo'l6;} Trustee In Re: Estate of Helen ~cCurdy Larimer IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division _i_rJa_s_h_in_g;:_t_o_n ____ County _ File No. __ 6_3_-6_9_-_l_l_2_6 ___ _ You are hereby notified that the Remainder. Appraisement appraisement in the estate of Helen McCurdy Larlmer has been filed in the office of the Register of Wi lis of _ _...!:!!.hlaa:;;..c·hu.i.un4g5-'t..J..au.nL.__ _____ _ County on July 20, , 19_1§, Said appraisement reflects the following valuations: Real Estate _____________ _ Person a I Pro pe rty __ ___:_49'-'~..:l::..=l:..:::O:...:. • .::::..84..:._ ___ _ Transfers ______________ _ Jointly Owned----,..----~-----T ota I _______ 4~9..L, 1=1::...::0:...:.•..:...84...:.._ ___ _ 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 ur:paid 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 E~tate Tax Act of 1961, 72_P. S. 2485-1001, P. ~ , Date July 20, l97b S;gned ~ l....ii/'~ Title ~:7?:; Date of Death 9-14-1969 Note: This is not a bill. r -- J RCC·39 (5-68) C.OMMON.WEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ., REMAINDER APPRAISEMENT SUMMARY Estate of Larimer (Last Name) Helen (First Name) M (Initial) DATE OF DEATH 9-14-1969 FILE NO. 63-69-1126 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: July 20, 1976 ~ ~~~ INHERlT:-£E:rAX AP~ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for i'Jashington 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:------------------R:.GISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Reai 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 annuities ..... 0 ••••••••••••• E~TATE TAX ASSESSMENTS $ $ 49,110. 84 4g.110. 84 1 260. 26 47.850. 58 $----------4---- I $--------~---- FOR USE OF REGISTER ONLY ·COMPUTATION OF TAX. · Taxon$ ________________ ~--- Taxon $-----------------4---- 2% 6% Tax on $ ------------------4---5% Tax on $ ----------~=--=--...,...,.+--=-10% Tax on$ .1/7 1?.5"6 SJl ~ $--------~----~-- $ ____________ -4~-- .~. $ ---------------+-' · __ _ $--~----~~~~~ $ ___ __.7.':..;--L/.£...£..?·;7-jl:..s~-.£..-9_ VALUE AS REAPPRAISED $------------~--- Exemptions , . Total Estate-------------'---- TOTAL 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from ---------to --------- $====~=== AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ ________ ____. __ __ BALANCE DUE Add interest at rate of 6% fro'fu ----------~10--------- $ ______________ __ $ ----------.....l...--- $----------~---- $-----------4---- TOTAL TAX BALANCE $ -----+-- PAID $ ------------'----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Re7g'ster of Wills, for proper reason, same should be noted below, with short explanation. \. Will Administration ~ No ..................... Year ........... . IN THE MA TIER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . ..... Wq;:;;p;i,J+g:~Q!l ................................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL ·. ,, I R C C-2 (2-64) • DATE July 20rt~ 1976 COUNTY \'/ashington DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .o'iARRIS'BURG, PENNA, 17127 COMMONWEALTH 01!' PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT nLEN0. __ --63_-_6~9-_1_1_2_6 ____ __ Whereas, ___ H_e_l_e_n __ M_c_Cu_r_d~y __ La __ r_i_m_e_r _________________ lateof ______ \_~a~s~h~i_n~g~t~o~n ____________ ___ \·Jashington in the County of -----------------Commonwealth of Pennsylvania, having died on the 20th day of ___ J..;..u.;;;;.l"-y _____ 19 76, seized and possessed of an estate subject to lnheritanc under the law~, Commonwealth of Pennsylvania; Therefore, I, C-/ ~ / L.&t.. ~ -f' .J ~--:rz-71_17 " "-an appraiser duly appointed according to law, having been designated to make ~ fair and conscionable {ppraisement 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 o! any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes Personal $ 49,110 84 See copy of attached appr. RENAINDER APPRAISEMENT .. ~ . - : Having been duly sworn according ~aw, I do hereby ce"at th~ove ~_:aisement is made in con- formity with law on this f£lJ .._. day of ./.L .JU< 19~. · ~~ d'/~/~.-:77 .-7~-- d ¢4C:::,_2/_g ./.L ~ ~ TA:._ "Jv~ ~ ~P..ral~r; ~· ~ ,.d , (M\Im.EJ2'an~yet) ~="'·-/' ..a.?A:. " /S ..30 / ~ (POit Oftlee) 1 Penna. Washington County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Helen McCurdy Larimer Deceased. Late of Ha.shington Date of Death, 9'-14-1969 Appraisement Docket Vol., d ?-/.:<. -? Page, ______ No. 63-69-1126 Filed in Register's Office, _J_ul_Y_2_0 _, _19 76 Amount of tax dt~e, $---------- DEPARTMENT OF REVENUE Received, Examined and Approved, --------- Wrote abo.ut App~aisemenl; Appeal jt'om Appraisement,-------- Entered and charged,---------- ;., I r~~ ·==....,. ==·· ........ #· z::;::.: ... ==··---~---:;;;;;_~~-··=(--At ~~!I RCC-4 (6-74) !if. · COMMONWEALTH OF PENNSYLVANIA ~~-DEPARTMENT OF REVENUE ~~~~·No. F123QQ OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX !i'l1'============================= I!Ql Seven Thousand one Hwtdre4 Seventr..Seven ar.d 59/100.··--··•······ tjj1 RECEIVED . . -dollars H . . . ' representing Pennsylvania Inheritance or ~=! From: Bquibank N.A. t Trust Department Estate Tax due from the following estate: II~ Add 2 Oliver Plal& $ $ ~' ress 2% Tax on ----------!n! r*: ~ 11 1li!l.l 63-o69·U26 9·14-69 File No. Date of Death ______ -! June 24, 19?6 Date of Payme~t ___________________ -1 fl Helen McCurdy Larimer ~'] Name of Decedent----------------.,.-----~ $ _____________ _ 15% Tax on 47-950.55· ?,117.59 $ ________________ $ _________ , % Tax on $ $ (II ----1,!, Estate Tax, Act of /W May 7, 1927 $ l)il ---~----1~! $ ___ 7_._1_?_?_._5_9_ ti I P!ttabugh, Pennsylvania 15222 R~ti&eJ-----------$----~-------1~ County __ w_a_s_h_!n_gt ___ o_n ___ ==----___, ' ' I { · -~ .-.. ----~~ ..... 4 Less five percentum of tax if l ,.,-· .. :-.., . I Remarks: ! . ' /'. ~~ -'1 .• . . •·' 'd 'th' th th ft , . Life "feraant clie(t Oll:~)fari:~ ~·\ pa1 w1 1n ree mon s a er 1976~ / ~ ,;J ,. ,;,'·-.';_.,,, .t;l~j \ •• , ~~~: i~fte~:~:hat the rate of /' ,....'! / ~ !.1-' +.t,.1.. \\ ,IJ. ; ' l' ,' · ~., _ ~,.:; 1 __ %from ________ _ I !• •. "' ', I, \' • r ~ ~~ .. ; r • ... ~ 1,·~ .. ' to ___________ _ ~ " I M .,. -~ • ;~ ; t t ~--. • ·~, :,-r; .. ·l.·~ • ., <4k' '0' m [Jl ~ ~'@ /!\ IJ'~·~~;,~1~{.,£f / TOTAL AMOUNT PAID NOTE: This Tripli~cte Receipt to be retalne~:for ~.udit p~rpo~~)-~ ''··' • '/ 1 i-Ii •. ,., , "' ·, · · •;. !",~. . -Received by 1 NOTE: In accepting the transfer inheritance tax an fulure e'states, prior to the death of the life 1 tenant or tenant far years, as evidenced by this receipl,,it.is-understaod that he Commonwealth shall -l[ not be precluded or prevented from hereafter assessing additional inheritanc• lax ot the death of th 1 life tenant or tenon! for years whenever it appears that such additional tax may be legally due ond~~+H-Hn\;Jbill;;r/-;bi-1~~~#-H~~;J--IHI collectible for any recson whatsoever. TOTAL TAX CREDIT $---1~1) I 7,17'7.59 $====7::=======