The URL can be used to link to this page

Home My WebLink AboutOC1969-1139 - ESTATE OF LYLE' •· ' . I 1- f: , PETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY ....... ---.... ) ) . · No:-.... ::-~:.::-.. ~-----63. .... 6.9~:113.~-----------------: ....... . ---... ' . .., .. . . . Mellon National Bank and _ .F 1d~C:: 1a ~----. ______ ...... __ ......... _. ·:. ···:·\·· ~ ·:· .. ·:· ;-~------.......... . -:-:.:. :! .. :-.... : .. : .. --.. --.... --.... -.--.----.--.-.--.--.-.--.----.-.-.. -.--.-.... -.. --..... -.:!k:'=l.~-~-~~!?.12~-~Y.-~--~~-~-s-~~~~-------------------------· 1 _ __ \ .7 ~ Deceased .\ ~ . Date -<>f --) . Date of-' . · . D~ce~ene~ death ....... :y·-~:~-~~-~=-~--~-~--:\?.?.~c----------,---------Grant of Letters ......... S?.~~~-~~!_}Q_J __ .-!_9.~9 ............... : .... -.. · · .:~. r.--·-Fir:st and FincH l-1 d · · hi state Th1s 1s the ....................................... _ ...................................... account 1 e m t s e ~if-there ila~e beer) fo~mer-:-accounts filed'in this estate, list file number or ·number and term ................................... . ..... _-r· ... ..:-::--,... :.:~ "-~:~---: \ : ................................................................................................ ______________ ., ........................................................................................ -................................................................................................................................ . Election to take Date Election Place of; Under or Against will. (cross out one) . . N. A, Filed ----------------------------------Record .---1--.-------.-----.-··:-------- Name of surviving spouse ............ N.Qile _______________________________________________ ·:·.:'·:·::·:·------------------------------=----------------------------.--· ....... . -' . ~ f ' ......... ,. None .. -·. -·r ~ -I- .. "" • ...... ., -.... ' .... -T... • 1 ~--.-.. -T ....... -.. -.. .... • I l ~-,... ....... • • • Qid _d~c;e9e_nt mar~y, qfter execution of will? (indicate) 3t:n:JNo. Any chUdr~Q porn aft~r execution of will? (indicate) ,l l ,.. ··""" ' ~:. I:'Jo . ..: ff_ answ~r-"y'es,:name' them .... :.: .... :.: ... ~.: .. : __ r_~:-:-~--=-----~------------------------------------------------------------------------------------------· IT:') ·-;-~--7 -:' ·-------------------· ................ -~------.......... -----............................................................. -............................................................................................................................................ ·;· .. -......... , ...... -.. -... --.. -":"" .... -.. -.. -.... . Legatee Arthur L. Lyle Robi17 Cooke Lyle American Cancer Society~. Washington County Branch . Relationship Brother Sister ... In-Law None Washington County Society for Crippled Children & Adults, Inc. None Church of Covenant None Edna M. Nangle None Jean W. Brenner None Mabel R. Delaney None George W. Weaver None Wilma Babbitt Adams None None lt.t.:r -~ r --Interest-~-. ,. ' Fiduciary, • I _-, None Predeceased Tangible personalty {Jewelry) Par. Second, and l/3 residuary estate Cash Bequest per Par. Third of Will Cash Bequest per Par. Fourth of Will Cash Bequest per Par. Seventh of Will Cash Bequest per Par. Fifth, l I 4 of Bequest per Par. Ninth and 1/4 of 2/3 of residue Cash Bequest per Par. Sixth, l/4 of Bequest per Par. Ninth and 1/4 of 2/3 of residue Cash Bequest per Par. Eighth, l/4 of Bequest per Par. Ninth and 1/4 of 2/3 of residue None Predeceased Cash Bequest per Par. Tenth, 1/4 of Bequest per Par. Ninth and 1/4 of 2/3 of residue Cash Bequest per Par. Eleventh 1\-:,t--"------------~---------___ (_B_o_r_n_r_u~ne 27 1 1943) Jeffrey William Bullard 1:'. . t i ! :· j • . ' , . •. 1 . I . i Is estate subject to the filing of a Federal Estate Tax Return?.X~-~ .. ::-.. g~.9.~~n.g.J.~.tt.~~--g~.t~~LJl.l.6./..7.Lfiled.h.ere-.. · . -· ·· · -. ·r ') ·· ' r ·. · .,. · . · . · 'l · ··.\ Wlth Actual payment made on Pennsylvania Transfer Inheritance· Tax. Amount $. .. ?.~-~-?.?.~.!.?} .................................... .. If t~e Will ~ak~s any p6'rtion of estate subj~ct to. a life-estate, give name and birth date of life tenant.. .................. .. ·: j , , ~~c.~. A ·-t ; _ f"'• ...; j l I ~ ' I ~ 0 •;1 l t -------·--·--------··--------------·····---------------··-----------------·-----·---------------.:. .................................................... __________ ............................................ .:: ......................................... -----· r ' "'I : ~ r-. . "-'l;.l( · • ,l ., ' ~ L "' 1 ·~ 1. • ~ ..J • ~ ~t ~-~·,:,.,.-:.J·I ~ J • , Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog-ether with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. T,l • "; • • • u' ,. . ,... T·~ None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: It is suggested that the bequest under· Paragraph Eleventh of the Will be award~d out ... . right to Jeffrey William Bullard, with credit for advancement per receipt filed herewith. Jeffrey William Bullard attained age of 25 years June 27, 1968 Balcn1ce for distribution per account, Itemize any additional debits not shown by account: Incorn:e ... Personalty Commercial Credit Co. Demand Note interest 3/5/7-1 to 4/13/7-1 ~7 Deposit at int. Miillon .:;,. interest 1/1/71 to 3/31/'71 I L': Total ~dditional debit!{ (Add) ' Itemize any additional credits not shown by account: ~--Princ·.l.pal-Persori.alty: ·-r · r 'Register of Wills·~ Cost of filing First & Final Acc1t Income-Personalty: Mellon Bank~-Account'ant1 s compensation Total additional credits (Subtract) i · ~ --.... Balance for distribution 32.97 920.96 $ ... 9.~}!_2} ................. .. 40.00 33.52 $ ..... '1..J •. ~.? .................. .. $ ... ~~-~-?-~~-~-:-~g __________ _ 'I.' l: 149,761.91 $ ................................... . If balance for distribution is not in cash, list each item held in kind, giving appra_ised Value (or distribution Value); Principal-Per sonaJty: 145 units Washington Ice Company Commercial Credit Company, Demand Notes (To be trea:ted:as cash)- Mellon Bank, Deposited at Interest (To be treated as cash) -~ ~·· · ' ··' Jewelry -advanced Cash .... advanced Cash on hand Income-Personalty: Cash .... advanced , -· · Cash on hand -' $ 108.75 83,000.00 725.00 54 ,_200 .,00 \ . 96.0 :oo .... ---~ T : $ 184.50 - 4,583.66 ) . ' .. 4,768.16 $149,761.91 (, . .. ~----~-------------~,·~----. ~--~--~~----~----~------------~----~------------~----------. ... ~ . . . ' ... . .. '"-:. .. If Family Exemption claimed by Petition, give place of Record: ....... ~-~--~-~-------.. -·-------------.. ·-------.. ·-------.... --------.. ·----- lf Family Exemption is claimed at audit, give name, relationship and basis for Claim: ................ ~-~--~-!-------------------- List any advancement or distribution on account that has been made, and nature and amount of same: ... (' Per Exhibit No. 1 as follows: Principal-Personalty Income-Personalty $54,925.00 184.50 Suggested distribution of bal~nce shown, both as to principal and income, attaching signed and itemized electior:1s to take in kind if balance is' hot in cosh: residuary shares being stated in proportions: Awar9-~of jewelry"":a:s taitgible personal property to Robin Cooke Lyle, legatee under Paragraph Second, with credit f~r advancement as shown, per receipt filed herewith. I ' Award of Cash Bequest to named legatees under·Par~graph Third thru Twelfth, the bequest under ·Paragraph Twelfth to include interest at 3% to date of payment, with bequest under Paragraph Ninth {legate·e predeceased) payable equally to legatees under Paragraphs Fifth, ·Sixth, "Efghth, ancf Tenth with credit for advancements shown and receipts filed herewith • . ·.· ., Residuary Estate;·· both Principal and lnc·ome, as follows per Specific Elections filed herewith. One-Third Robin Cooke Lyle One--Sixth Edna M. Nangle One-Sixth Jean W. Brenner One-Sixth Mabel R. Delaney One-Sixth Wilma Babbitt Adams Accountant has determined that Pennsylvania transfer inheritance tax has been overpaid in the amount of $680.66 and Petition for refund in this amount has been filed with the Board of Finance and Revenue. Accountant requests award of same, upon receipt, to follow the resid- uary shares without further accounting to the Court. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duiY--------~~~-!-~------------------doth depose and say that the facts set forth in the foregoing petition are true to the 'best of ___________ At.:? ................ knowledge and belief. Sworn . ------------------------------------------------to and subscnbed before me th}s .. /f-~--:,c;lqy of __________ M_~y ____________________ l9 .. .?..~ . . /~.r""'·~r"-1·-f~;:/~·~~/1--' ;9 , _// t1. _ ~: -~ S1gnature\of· Offlt;er.~_T_ ___ /llb.~ . . ' .... -,, .. --.:. ·:~· :.... . Title_ oL~fficTer .... 00~~~?~-~~~o~ii~~-~~~-P-tibiiCi·---------------· . /"'"..-. _._WsshJI\gton, Washington County,, Pa.. Off1ce. exp1 res ...• ::.~: ,_,:':'M~ . .Cororoissioo • .fxp.i[es ......................... . · ~ -1 ~ ,.. "\..• ';:"' January 28, 1975 ... '\ ·; ... '' ~ "wJ ... ~-.... "\ And your petitioner will ever pray, etc. Mellon National Bank and Trust Company, Executor Estate of Carolyn M. Lyle --~!'--------~-a!/l£.= ______________ _ Trust Officer ................................................................................................................... '!' .. ' I I No. 63-69-1139 • .. · ·-· · ...... • ·· ·-·• · · --·r------------~-------:!' ·7-----------•· ' ... ) Estate I ., ; of .... -----9~$-Q~XN .. M~--~~-x_~g; ______ _ .·' i I~ ················--------~-----~------------~,---~;····:-· ···n·~~~~~~d: ··· f :.: • ' ' ._, . ) ) ) " Fiduciary ..... M~H.9n . .N~:U.9.®-.L~;~mk.atn..cl. 1 ' ·,) : . . ; ') ·! • I ; •) • J '• J ·,) { ' . ; ~ : .. ..... ::f.F..~~J __ gg~.i?~~-~Y~,-g;~-~-f.!J.~QF. ... .' ......... :. ) i • : .. PETIT19N SUR, AUDIT FROM WHERE DECEDENT .LEFT A WILL I ' ,, . ' ) ) . Counsel of Fiduciary will submit herewith the following, in conformity~ with Court Rules adopted effective Decemb~r 3, 1951; being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. ') '• I "" ' • 1. Written praeeipes c?f all Counsel in, the case. ' J • 2. Copy of order appointing Guardian ad I item, if pertil':'ent. , :' l 3. Copy of· Order appointing Truitee' ad litenn, if perti~ent. ·: > , 4. Proof of service of ·above~ , I l . 5. Letters Testamentary , on Aaministration C. T. A or an attest copy of Will. 6. Copy of inventory ~nd appraisem~nt. ' _) ) v ,. • 7. Proof of agvertisement, of grant of. letters if not filed, with account. ' · J . 8. Certificate' of. liens if) cas~ any . of the funds for ,distributjon; are from judicial sale of real estate. . · ·' ) . • I ' • 9. Signed and itemized' elections .if any distribution in kind. ,-, ) '' I : 10. Copy of F~deral Estat~ Tax; return if es- tate is subject thereto. . ' ' : ; H. Gilmore Schmidt · . _, ........... -· ...... -· .... -... ---------..... ---.----.. -.. -"A:tt~~~~y-.. ~,2 ' . ' ·.' ------··-------- ,, I ·' • I _) . : ) . ' ·' .) ' ·' ) . ' ; ·,") ·l t . .·.; ' r • ., •. ·:q . ' : j .' . 'i .. •.' ~ ; • I . i-- l 'I . : I' ~ ! i ,. '. 1' ~ ~. . l ·~ . 1 i ··. I l .! ... : ... .1 . ---··-·---······ ., .. I J ~ -;·· . ·-......... -~·:·.=~:.-·--· . ( i -I,. CAROLYN M. LYLE, ,of th~ Borough of East Washington, Washington County, Pennsylvania, do make this my Will, hereby revoking . • . . . . . . . . . . . any and a.ll· 'Wills ·at any time heretofore made by me . . ·' . . FIRST: I .direct that. the expenses of ~Y last illness and . ' i ' . funeraf be', paid out of my estate as soon as may b·e ·convenient after my ~... . .death~· . :1 ... SECON_D: I direct my Executor,· hereinafter named, to sell · · all my household goods, furniture, china~ silverware,. books,. and personal ! • • • I • '. . .. • . • 1 effects ..: the proceeds of such sale to be added to my estate and distributed . . . . . . . ; . . . :as hereinafter provided, PROVIDED, HOWEVER,. that my brother, ARTHUR L ... LYLE of R. D .. #1, Penfield, Clearfield County, Pennsylvania, and my sister- ip-law, ROBIN COOKE LYLE, of 16140 Fenmore, Detroit, :·Michigan, shall . . . be given the right to take any of the·• said items hereinabove mentioned in this · . paragraph at. their .appraised value before· such sale is had. THIRD: ·I give and devise to the AMERICAN CANCER SOCIETY, . . ' Washington County Branch, of 141 S_outh Co~lege Street, Washington, Pennsyl- van~a, tl1e sum of FIVE THOUSAND (5, 000. 00.) DOLLARS, PROVIDED, HO\V- EVER, that such sum shall not exceed one.-twentieth (1/20) of my distributable estate •. Should such su.m exce.ed one-twentieth {1/20) of my distributable · .. estate, then I direct that one-twentieth (l/20) of my said esta.te shall be dis-. . . . . . . . . ''·.···. ' ·.···· \ . tributed to such beneficiary. FOURTH: I give and devise to the WASHINGTON COUNTY ./ SOCIETY FOR CRIPPLED ¢I:I.Jlt.:P~~N AND ADULTS, l:.'iTC~ of r'415 Jeffer- : . . "-\ f: <:.::-:.~~~~-·~·~::' ·: .. ~~-. . . . . son Avenue, Washington, Pennsylvania, _;he sum of FIVE THOUSAND ·;~.~ ..... · .,:·:~:· .. : ~.-~?)': ·:. ... . ' (5, 00~. 00) DOLLARS, PROVIDED, HOWEV~.R,·· that such .su~ shalf. not . . ·;;: . ·:. ''·~t\:t .. - ·., . \, J . · .. \. ': ' i --·--·-·-···--·-···--···--··----~-------~--'--- •'! ---··-___ .._ ______ -....-·.· ~: ~ , ·:-1 : ... -,.--,. -·---:·-. \~i )J 1·J /1 ·. { ' ' :: i "· ~· ' \ . , exceed one-twentieth ·(1/20) of my distributable estate. Should such sum exceed one-twentieth (1/20·) of my distributable estate, then I dire·ct that . . .. :1·~: l ::.J .A ; . ~i . o~~ -twe~tieth (1/20) of my said .estate shall b~ distributed to such beneficiary. ~. ~ ·.· .-: i: .:! . '•· .. ' _=.· ·1 ; :; ; :::i d· [.::l ·. 1·:.; I· • ·~J·. ·. ·,·i ·. .. • FIFTH: i give and devise to EDNA M. NANGLE of 590 East :. Chestnu~. ~~reet, Washi~gton, . Pennsylvania, the sum ·or ONE HUNDRED . ... 6=-~· .. . ·. (100~ 00) DoLLARS. ,SIXTH: I give and devise to JEAN W. BRENNER of 897 East ;· J : .. ~~~-~ .. 'd• ~;~ : . 1 1 Beau Street, Washington, Pennsylvania, the sum .. of ONE HUNDRED (100. 00). ~ 1 ~---·· ·DOLLARS. T'i::_· •. ·. SEVENTH: I give and devise to· the CHURCH OF THE GOVEN-. H ..... . '.1 .. . . ··! . ANT, East Beau Street, Washington, Pennsylvania, the sum of FIVE THOU- :::::J . :J: .. ...... ~. ':· . . . ' .SAND-(5, 000. 00) DOLLARS, ·PROVIDED, ~OWEVER,. that ~uch sum sh~l '.1. : ;·_; · ... . . ·J .. · ... . ~.; . . . .. :; 'i . . 1 : . ·' . ~ . . . not exceed one-twentieth (1/20) of my distributable estate • Should such sum . ~ . :exceed one-twentieth (1'/20)· of my distributable· estate, then I ~irect that one-' ~J . ;i j: _.:_. ·.· · .... :twentieth (1/20) of my said estate ·s'hall.be distributed to such beneficiary. /! . . . . . . . ~ . ; :j ... : . . . < • ~:.i . EIGHTH: I give and devise to 1_1.ABEL R. DELANEY, of . :j ... . A· . ! : ; ... -~ ' . . ' ~ i . . . ! . ! ' f .; \ : i l . ' .. ·, . :i . ' ·. . . . . . 349 Clark Street, Washington, Pennsyl':ania, the sum of FIVE THOUSAND · (5, 000. 00) DOLLARS, PROVIDED, HOWEVER, that 5uch sum shall not ex- •. · .·ceed one-twentieth (1/20) or.'~y di~tributable estate. Should such sum .. ex-· . ceed one -twentieth ( 1/20) of my distributable estate, then I direct that ·_one- twentieth (1/.20) of rpy said estate shall be distributed to such beneficiary. o · NINTH: I give and devise to GEORGE \V. WEAVER of 148 South Bryant Street, Bellevue, Pittsburgh, Pennsylvania, the su·m of TWO : ~ . . . ··. -.. .· . THOUSAND (2, 000~ 00) DOLLARS, PROVIDED, HOWEVER~ that such sum sh~ not exceed one-fortieth (1./40) of my distributable ·estate. · · Should such .. · ..... '· .,.. ... . .. ~-... . -2-, ...... ·. t>.; -.:-.·- . 1 . ·' . 0 . i . I I .. : \ I I \ ... /. /' --------·t~-.--····-·-.. ··-· ... ···-··-·-···-~- 1 'l .. ·, . ·-----~----:1 .... . ~ . tr·= : ~\-:~-... : .. ______ : ........ ·-···· ·.---·-··--......... -.. -----~··-;· .. --·-----· .•.. -··. II',' . . . . . . ·········-·---~ ......... . ., ...... ______ .. ..:.. ·····-·~·~-·-···· ( ;. u .~. " . r· ~..-.. t ~.· ·, sum exc~ed one ··fortieth ·(1/ ~0) of my distributable e~tate, then I direct that . . . . . . . . . . · one-fortieVl (1/40) of my .said estate shall be distributed to such beneficiary • . I . TENTH: I give and devise to WILMA BABBITT ADAMS (Mrs. · Charles Ada.n:}s)~ 210 Beeler Drive, Berea, Ohio, the siim of TWO THOUSAND ' • • • • • .,..;.;~~,..· • . 'o • . • I • · {2, OOQ." 00} .DOLLARS_,. PROVIDED_,. HOWEVER_, that such sum shill not exceed . one-fortieth ( 1/ 40) of my distributable estate. Should .such sum exceed one- fortieth (1/40) of .my distributable :'estate, then I direct that one-fortieth (1/40) .. of my said estateshal~ .be distributed to such beneficiary . .? .. ::·: ..... · ... . . · .. · ':: . : .. ~ .:i. . •.• ...... : ::: ;:::: .· .·· ELEVENTH: !give and hequeath to MELLON NATIONAL BAl\'K . -~-.... , :;i:<·;:·.· ... '·,·.·.·and TRUST COMPANY, the sum of FiFTEEN THOUSAND (15, 000. 00) DOLLARS .: ·-.·: . ·. . . . . . :'• :·:, .... · . ·. in Trust nevertheless, for the foll?wing uses and. purposes: :.t~. . ... . '' ..... ·. -~ . . ·": .. · 1 ... . . . . .. .·: : ,.· .. • .... . . ..... :; .. .I. · .. · . . ... · .. :: . .· ~·: .· .. .· .. ·. ··•· .... · ·• .. ~ .. . . 1 ..... · ~ .: . . I·· ... -· ... '~ . . : 1 : :· . : . l ~ .. r·. j ~ 1 . 3 . I; < 'J : ~ . . ,. .• · .{a) The Tru~tee shall hold, manage, invest and re- . ~ · iilvest said Trust Estate and· shall add the net . • . • ~ o-' • • income {herein~ter called "Income") to the prin- cipal during the term ofthe Trust herein ·established. {b) At the time JEFFREY WILLIAM BULLARD of 210 Beeler Drive,. Berea, Ohio enters college,· and so long as he shal_l continue in college and. graduate school, so much of the principal and income of ·the said Trust Estate as the Trustee may deem n~cessary for the said Jeffrey William Bullard's education shall be paid by the Trustee . to the said ·Jeffrey William .Bullard, o~ fo_r his education and support so long as he continues attendfng coilege or graduate school, without · . . . .. '. ') .J -----------~ :--~-,......._.....,-·. - ,.1 £. . . . . . . -~ .. . .................... -~· ··--....... ~ .. _____ ........... -----···· --·---··- . ·. .. . . • -·· ~--· -----~·· •• • • • • h ··---···1 '····-····-·· .............. ··-....... ·-· .. ---·-····· .. I , liability on the part of the Tru.stee to see to · • .the appiication tHereof . {c) At the time the said Jeffrey William Bullard ... . .. . attains the age. of twenty-fi;ve. years,· the said Trust shali terminate and any unexpended por- "..:--. :.-·--·---···---·-....:----:..--· . . . tion of principal or income shall be paid over· ' . r i . ~: •. • • to him. {d) In the event that the saip Jeffrey William B:ullard • • • • I ,•" should die prior t~ attaining the ag~ of twenty-five . . years, such unexpended portion of principal and income shall be. distributed to those· persons en- titled to receive his personal estate. · (e) The· interest of the said Jeffrey William Bullard . . . hereunder shall not be subject to anticipation or . . to voluntary ~r involuntary alienation, and the . principal and i.ricome hereof shall be paid by the Trustee directly, to, .o~ for the use of the said ·Jeffrey William Bullard without regard to any assignment, order, ;;~,ttachment, or claim what- ever. . . . (f) In acting as Trustee hereunder, the Trustee shall ,, .. ~.~ have full power and authority, without the necessity \ ; \ of obtaining the consent-of any Court, to do all acts, ·. '\. \· to execute, acknowledge and deliver all instruments I \ and to exercise for the sole benefit of the benefi- \ ··\. ci.aries hereunder, any and all power's and discre- ~ . . . ti ~.·\' .. · · \ tions which would be lawful for it were it iii its own q ~-.··._ .:··· .·\ .. · .. r. ·, · ... ~ . . =· ·. ~·I ~1 ·. : •' : .· • t . '·' ; . I ' . ···< . · .. :·_.__. _____:_~-_;____,__~~\ ---'---'--:....:___~~-4~-_.:...___~~...:__ .. ··/ . /. ·.I . I I :-; I . I ---- •') 'I I J r I -------·-····-----------------~~~-~----,-.....-! ! ··~· --~~-~~----~ 't I I ,. ~ . . I' f .. ~--~-· .. . ............... ·-...... ··--···--·· --·· ...... -. ........ ... . . . ; ~ -... -·--.... --............ _: __ . -----r-----..... -:-·· ........ . I. I . .· I I •• ,l~~ '~·" '· right the actual owner of the property held in ·. trust, including by way of .illustration, but not limitation; any or all of the following: (1) To· accept in kind any investment o~ other property, real or personal; (2) · To retain any or.all securities and ~ther pro- perty, real or personal, which at any time .. may ~e or become a part of the Trust Estate, . as .well as any prope'rty into which the same ·_or any part thereof may be .converted by reason of any reorganization, recap~talization·, coilsol- -~ idation, merger, liquidation, exchange o'r other . \ \ ,.1 transaction, fo'i· such time as the Trustee shall . \I deem advisable; .\ . . (3) '\To sell, convert, . i a~sign, c~nvey, exchange,· t':ransfer or otherwise dispose of,. or grant options .with respect to~ any or all securities '; ' . . ' I . or other property, real or personal, at any· . time constituting part of the Trust Estate, at public or private sale, for such consideration . · and upon such terms and conditions as the. Trust.ee · · ·shall deem advisable, and without liability on the part of the purchaser to see to the application of the purchase money or to inquire into the validity ·._or propriety of such sale; and to execute and de- liver good and sufficient deeds for any real estate, conveying title free anc,i clear of all trusts; .. ' ' -· ~ ·-.·~ " . .. i . ; I J. I :/:' /· :. '/ :. / .: ' I .. I i ·I. i .· . l .·1 ~ .. . ~·. ' i . I ·, • ; I • I 'i I ~.) . . ; ---· ... -···--.·-------~---------~---------!-------r-------·----.----~---....,...--t:l -~: • ~ <\ ·-· ............... . , ... I ~ i'>~ .-·l I.: '\t . ; I ·~ ,, ... . I ... :,! J . .!· ~ ·,' 4'-j :J . :; -.: ·~--! ~· . ! : -~ -·!' .,. • •. !; l .;·-. ·_;' .' j'. .I J ., ·. ~--) _i_!._:. ___ ._·: _:__". •• ao••' •• '"'' •••••"-·-• •' -·--···---·.-·----· o -·-·••• ... •••·----··· .. -.. --- ' ' .. ~. "'· :"' . . \ .. _..,_\ \ .. . \ \ ·.' \ \ I. ·\ ,, o"\ \\ \ \ '\ ·i \ (4} :To hold in the form of ~ash, awaiting distribu- ' tion or aesirable investments, such portion of . the Trust Estat~ as at any time and from time to tinie the Trustee in its discretion shall deem adyisable, without liability· to account for inter-. . . est thereon; . . .. f I I • · i I f (5} To 'invest and reinvest the Trust Estate or any. \ \ without .limitation,· mortgage's or mortgage par- ·:/': . : r ·. .· f part thereqf in any kind of property, re.al or 'personal, or part interest therein, 'including, . . . 1. . ' I . . . ticipations, co~mon trust funds, common stocks/ preferred stocks, bonds, notes, and other se- · curities, regar.dless of whether the same are legal investments for trust funds ·as now or·here-... . after defined by law, ·whether by statu~ory enact-· ment, .judicial. dedsion or otherwise; . . (6) To carry the securities and other property held ' '· -: . hereunder either in its own name or in the name of a nomine.e; (7) To vote, in person or by proxy, all securities held he:reunder; to join in or 'to dissent from and . . oppose the reorganization, recapitalization, con-. solidation, merger, liquidation or sale of corpora~ · tions or· propertie.s; to exchange securities for other securities issued in connection with or resulting from any such transaction; to pay any .. : _.assessment or ·expense which it may deem advi'sable ..;6- • I t ·I i. f . t : li . I .. I . ' f ' ·~· \: ·.' i 01.. . " .. ' ~ • I , .. J ..... ······ / • for the protection of its inlcn~Ht o.w holder of .any such ,securities; to deposit sccu 1·it ies in . any voting trust dr with any protective or ·like committee or with a trustee or depositary; to exercise any. options appurtenant to any sccu- rities for the conversion thereof into other .. :. ' securities; and to exercise or sell any rights . '·\ ";\ issued upon or with respect to the securities of . I any corporation; all uron·such terms as the Trustee shall deem advisable; (8) To prosecute, defend, compromise, arbitrate or otherwise adjust or settle daims in favor of ' . . or against·the Trustee. or the Trust Estate; (9) To make division or distribution of any trust hereunder 'in kind or iri money; . or partly in kind and. partly in money, to determine the fair value of the property then being placed in trust, . .; . divided or distributed and to allot different kinds ·of or interests in property to different shares; ·the Trustee may take any action that may be nee- essary or proper in making any such division or . distribution, and the designation, division or par- tition of any or all of said property, real or per- sonal, shall be binding and conclusive upon all persons interested therein. , I / I •/ I I ! I The Trustee shall have f~ll power, authority and discretion to deal with any situation which may arise respecting the Trust Estate or any part -7- ,I .. :· I \ ......... ·--· ---···---------·-----~--................ __ ····· thereof in such manner as it shall deeln adviso.bl~ and for the best interests' of the· trust. . The grant to the Trustee of ~ny specific power, authority or .. . . dlscretiod_,. or _the failure t.o grant specifically he.rein any other power, author-' . ' . . . . : . ity or discretion, shall not be construed to limit or curtail in any way or to any exfent ~~id ful~ ·and complete power, authority and discretion which it is ~ . . ., .. intended. aA'd directed shall be exercisable at all times by the Trustee respect- ~ ~ :· . :: . • ., . ·J ; ... ~ .· . .· . J.·. ·./ ... i/:~J ~: .. · .. · ... -. j . ,(.::. : l<. irig any and all matters of whatsoever character pertaining to the Trust Estate ·Or any part thereof. ·. ; . The Trustee, acting .ill good faith, shall not be responsible or accountable for any loss resulting from the exercise or non-exercise of any . . . of the powers or discretions conferred upon it by the provisions of this Article. . . . ~ . . (g) The Trustee shi=tll be entitled to receive annually . . . compensation for -its services hereunder in accord- -.~ . . . ance with the schedule of compensation of the Trustee currently in effec.t ·when the services are performed, but not in excess of such comp_ensation as would be approved by a Court of competent jurisdiction~ (h)" (A} The Trustee may -resign at any tirrie by petition-· ing a Court of comp.etent jurisdiction to designate and appoint a Successor Corporate Trustee. At such time · as the Successor· Trustee shall acc.ept the trust, the Trustee shall deliver to such Successor Trustee the securities and other property then constituting the trust or t:rust hereunder. The receipt of such Sue- cessor Trustee shall constitute a full and complete release .and discharge of -the Trustee hereunder. In -8- .. I i I ! '' I I • ,, t. i ,. , I· i ( . 1 i. I I I i .. '\ I ' ,, ' ! . ' ' ., .• I ....... ,~;.:.IP ""' . \ .·.···~\ \~ '\ . \ . . \ l .J / .· case of the merger or consolidation of the Trustee . . . the resultant company shall become Successor . . . . . .. Trustee hereunder withput notice to .any party. · · (B) E.Jery Successor Trustee shall have all the ' rights, powers, titles, privileges ~nd duties, whether discretionary or otherwise, herein given to the original Truste:e, ·and shall be subject to the same reservations limitations, terms and . I conditions·. .·: i I / TWELFTH: I give and bequeath to l\1ELLON NATIONAL BANK .. ·. 1 and TRUST COMPANY the sum of FIFTEEN THOUSAND (15, 000. 00) DOLLARS in Trust ~evertheless; for SCOTT REIGH BULLARD of 210 Beeler Drive, Berea, Ohio, to be held by the said Trustee under the same terms and conditions as set . . . . ... ; . fortli in· ParagraPh Eleventh (a) through (h) inclusive, of this Will. • THIRTEENTH: ·rn the. event that any of the beneficiaries named herein in Paragraphs Fifth, Sixth, Eighth, N~nth, Tenth~ should predecease me, . . . . . I direct that such ben.eficiary's share shall be distributed equally ·among the other beneficiaries named i.ri said Paragraphs. FOURTEENTH: All the rest, residue an~ rema~nder of my estate, real an.d personal, ·and wherever .situate,. I give and beq\leath :-~me- third thereof to _my sister-in-law, ROBIN COOKE LYLE, and two-thirds . thereof to my brother, ARTHUR. L. LYLE, abso1ute~y, PROVIDED, HOW- EVER, that should either Robin Cooke Lyle or Arthur L. Lyle predecease me, then I direct that such deceased beneficiary's share of the said residue shall . . ' be distributeq equally to the beneficiaries named in Paragraphs Fifth, Sixth, . : . . ( -9- ;. I ·I ·I I I .. \ ,, ·~ I I .) ·---------·-·~······ ... , .. Eighth, Ninth, and Tenth of th'is Will . • ' FIFTEENTH: I hereby appoint MELLON NATIONAL BANK and TRUST COMPANY .Ex~cutor of t'~is my Will, giving and granting to my Executor th,e same broad powers of retention, sale, conversion, investment . . ~-. {i)\,· . · and management of my_ estate as are granted to my Trustee under this Will, and in addition thereto, the right to distribute any secu:rities or other _pro- perty in kind t~ the beneficiaries ·or the Trustee hereunder • . SIXTEENTH: . I direct that all estate, inheritance, and ·other taxes in the nature thereof, together with any interest thereon becoming. . . . payable hecause of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this . . .Will, shall be paid from the resid1.1e of my estate passing under Paragraph . . ~ . · In the .absolute discretion of my Executor .such ta.Xes may be paid iinmediately . . . . or the payment of taxes on future or remainder . .interests may be postponed until the time poss·ession thereof accrues to the beneficiaries, in which event such ·taxes shall he paid by the Trustee out of the principal of the trust sub- ject thereto •. seal this . IN. WITNESS WHEREOF, I have hereunto set my hand and zzi. day of November, 1964, Signed, sealed,· published and declared by CAROLYN M. LYLE, . -10- . I I ~· . ~ . -.. ~~ '.! , ' .. • '. I --·------.,.----..._ ....... -~--·~ .. ·-----------··--··---........ ~- . · . • I j. the Testator above named·, as and for her Win in the presence or u:;, who, .at her request, in her presence, and in the presence of each other, have . . . I . . , .. hereunto substribed our names as witnesses hereto. '. ., ;.. .... ''\ ··.'\ \, / I . I .:· / I I / . I . \ .· \" ., \ \ I \ .. . II -7'--1~~-o=.-~.:.;.:~~=.!.;...:;;.~..;:::;;-c...--=· _..,;Q..;...' _· =-'~· ~~· -:1 ,I .\ '.i ~. ·I ., ,, . \ \ ., . \ \ \ \ ·:· ··: \. . . .~ ··'?" \ l I f ' ;• ·. #63-69-1139 AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUN'l'Y OF WASHINGTON Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared ARLIE W. OTT, TRUST OFFICER 9f MELLON NATIONAL BANK AND TRUST COMPANY, who, being duly sworn according to law, deposes and says that MELLON NATIONAL BANK A;.JD TRUST COMPANY is the executor of the estate of CAROLYN M. LYLE, deceased, that the following schedules constitute a complete inventory and appraisement of the real and personal estate of CAROLYN M. LYLE, decease, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real ar:d personal estate in the following schedules are determined and stated by the und·ersigned to be the fair value of said items as of the date of the decedent's death, based; upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this .;;2,~ day of _____ ---t~~--==------' 1970 ~ '-rh Jfk?11 '-1~ / · Notary Public SARA M. l!f,'; IC:.:t ~: .. '~· y Public Was:l\o~:/~~ · ·:· .. -~~···. ~-,.~ _ ~~ .. n·~J. Pa. My C3c;::s;;::::J cn?rres October 14, 1970 Arhe W. Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY j EXECUTOR ESTATE of CAROLYN M. LYLE, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels, rights and credits which were of CAROLYN M. LYLE, Deceased, late of 522 East Chestnut ·street, Washingto~. Washington County, Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Schmidt, Alli~on and Townsend Funds held for decedent Pittsburgh National Bank Washington Office Checking Account No. 70-7-593670 Balance 10/5/69 Savings Account No. 29799 Balance 10/5/69 $ 794.03 -13,237:52 . 5, 616. 18 .. Trt~asurer of the United States Refund of overpayment of 1969 income tax liability_ Blue Cross of Western Pennsylvania Refund of unearned premium on Blue Cross coverage Group No. 30200, Agreement No. 220-BC -0129 Pittsburgh National Bank Refund of rent for safe deposit box No. D 247 The United States of America United States Savings Bonds, Series .E $ 50.00 $ . 25.00" $ 25.00 $ 50.00 $ 125.00 $ 12.5.00 $ 2.5". 00 $ 25.00 $ 25.00 $ 50.00 $ 50.00 Dated May 1, 1942 DueMay1, 1972 Dated January 1, 1943 Due January 1, 1973 Dated March 1, 1943 Du~ March 1, 1973 Dated May 1, 1943 DueMayl, 1973 Dated September 1, 1943 Due September 1, 197 3 Dated February 1, 1944 Due Fe_bruary 1, 1974 Dated May 1, 1944 Due May 1, 1974 Dated June 1, 1944 DueJune1, 1974 Dated July 1, 1944 Due July 1, 1974 Dated June 1, 1945 Due June 1, 1975 Dated December l, 1945 Due December l, 197 5 $1 00, 000. 00 . The United States of America Treasury Bill Dated June 19, 1969 Due Dec ember 18, 19 69 - 2 - @98. 625 $ 560.90 5.70 5.00 88.98 43.93 43.93 86.08 216.00 212.50 41. 65 41. 79 41.79 80.90 80. 30 98, 625. oq $ 1, 700. 00 United State's Steel Corporation (Delaware) 4 5 I 8o/o Subordinated Debenture due 199 6 Dated January 1, 1966 Due January 1, 1996 @67. 00 Option December 31, 1975· Accrued interest from 7/1/69 to 10/5/69· 1, 140 Shares Allegheny. Power System, Incorporated (Maryland) Common Stock ($2. 50) @21. 3125 27 Shares American Electric Power Company, Incorporated (New York) Common Stock ($6. 50) @29. 0625 84 Shares American Telephoneand Telegraph Company (1\!'ew York) Capital Stock ($16 2/3) @50. 8125 912 Shares Chrysler Corporation (Delaware) Common Stock ($6. 25) @37. 1875 235 Shares The Columbia Gas System, Incorporated (Delaware) .. (Formerly Columbia Gas & Electric Corporation) Common Stock ($1 0. 00) @26. 00 520 Shares Continental Oil Company (Delaware) Common Stock ($5. 00) 17 Shares Ingersoll-Rand Company (New Jersey) Common Stock ($2. 00) 13 Shares National Steel Corporation (Delaware) Capital Stock ($5. '00) 175 Shares Pennsylvania Trust Company (Pennsylvania) Capital Stock ($20. 00) @28. 375 @40. 9375 @42.1875 (Approved worthless 2/28/38 -Letter from Secretary of Banking in Pennsylvania to depositors of Pennsylvania Trust Company) l 0 Shares Postal Telegraph and Cable Corporation (Maryland) 7% Non-Cumulative Preferred Stock ($100. 00) (Charter forfeited 10/25/40 for non payment of states taxes per letter from Maryland State Tax Commission) - 3 - $ 1,139.00 20.53 24,296.26 784.69 4,268.25 33,915.00 6, 110. OC' 14,755.00 695.94 548.44 ---0 --- ---0 --- ', .. • .. r .. 36 Shares The Toledo Edison Company (Ohio) Common Stock ($5. 00) @27. 50 Dividend of $0.40 per share payable l 0/28/69 to stockholders of record 10/8/69, Ex-Divid~nd 10/2/69 2.H Shares United States Steel Corporation (Delaware) Common Capit.al Stock ($30. 00) 145 Units Washington Ice Company (Pennsylvania) Each unit consists of 1 sha.re @36. 875 $ of preferred stock and 5 ~;hares of Common Stock @ 0. 75 per unit 990.00 14.40 l, 032. 50 1 os.-.75 '. 725.00· Jewelry -----~.\ Total Personal Property Appraisement $209, 225. 94 '. REAL EST ATE SCHEDULE REAL ESTATE IN PENNSYLVANIA None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 4 - t~sg~ ~3-foq_/137 · · INVENTORY AND APPRAISEMENT CAROLYN M. LYLE, Deceased Filed , 1970 ------------------------- Attorney: Address: --...... ·~ ~"..). ...,__ ~-....,·~~ . -- -~ •;."<:; -"~'~-.-.-...... U"l.·.-__ ~. '-... __.:_.;-:; ... H. Gilmore Schm~dt, Esquire Schmidt, Allison and Townse.nd. Washington Trust Building Washington, Pennsylvania 15301 •· r .I ; ~g ~·· ,.; ~. !J l 1 ¥ ;· i j . l~ ' '-! "'· ;' ! IN THE COURT OF CO:MMON PLEAS OF WASHU{GT.ON COUNTY, PENNSYLVANIA ~ ORPHANS' COURT DIVISION ~0- NO. 63-69.~11..:39"· ESTATE OF CAROLYN M. LYLE, DECEASED FIRST AND FINAL ACCbtrNT.OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR BALANCE DUE -$148,881.50 Fee - «: -·) l"--;:~, ::0 <nee: ::C~(I) I - ::;; ~~ (_:") v·) rri ~ <J.J ;-r, -1 ;t:; !--· Filed _____ ...;...._...:~;. .. ......;::_:: -.-~:::; :- : l ::---:I;::; 't-,1 :;..< . :g~i ~ ' "{{~~":7;.:: :.;~~~~-;;·c;;k.t fr;r floi1tkmau(Jn'fl · ·· , u!.~~ i ''JROI8tt!r and 0/P-TH n. () H. GILMORE SCHMIDT, Esquire Schmidt, Allison and Townsend Attorney~-~t-law Washington Trust Building Washiug'ton, Pennsylvania Phone: 225-5010 15301 ' .\. i .·ntsl1mgton (;ounty. ,yj. . ' : ,; Witness my t1,wd Wid r;fj/ew.l ''·~ ·'"?L. Q 911 ' ~ ........... ~--· ·' . ... Rrmitdar af Willtl .i -~-~-,,·:it~\ ~---=~~~-~~· ··~----~==·~~~=·~·----~-------~--~-----~------ -....... _ I I, I i i .' DF:ck ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-69-1139 ESTATE OF CAROLYN M. LYLE, DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR Marc:h 24, 1971 S U M M A R Y SCHEDULE "A" . PRINCIPAL-PERSONALTY Receipts Page 6 Amount transferred from IncOme- Personalty Account Disbursements Receipts Disbursements Page 8 SCHEDULE "B" INCOME-PERSONALTY Page 10 Page 11 Amount ·transferred to PrinCipal- Personalty Account for expenses Balance consists of the ,,following: PRINCIPAL-PERSONALTY Sto'cks: Washington Ice Company, Pa. 145· units Temporary Investments: $210,097.26 6,717.85 Balance $3,069.28 6, 717.85 Balance NET BAlANCE Commercial Credit Company Demand Note F 0 R W A R D $216,815 11 71.781 36 $145,033 75 $13,634 88 9. 7.87 13 3"'847 75 $148,881 50 $10~ 75 $7,000 00 $7,000 00 $108 75 I -, I . . . . . ,,/ .. " - BROUGHT FORWARD $7,000 I 00 $108· 75 I Deposited at Interest in Mellon E·ank 83.000 00 90,000 00 J.ewe1ry advanced to Legatee ' (See Exhibit No. 1, Page 12} 725 00 Cash advanced (See Exhibit No. 1, Pages 12 and 13) 54.200 00 $145,033 75 INCOME-PERSONALTY Cash advanced (See Exhibit No. 1, Page 13) $184 50 Cash on hand 3.663 25 3.847 75 . $148,881 50 . . .. ' -2 - 1970 June 1969 Nov. Dec. 1969 Nov. Dec. 23 21 Inventory filed SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Gain on Sale of Assets Net proceeds sale 235 shares Columbia Gas System, Incorporated, Comnlon Stock at 27.50 $6,450.25 Carrying value 6,110.00 1 Net proceeds sale 84 shares American Telephone and Telegraph Company, Capital Stock at 52.875 $4,436.80 Carrying value 4,268.25 1 Net proceeds sale 912 shares Chrysler Corporation Conunon Stock 900 shares at 38. 12 shares at 37.875 $34,256.65 Carrying value 33 •. 915.00 1 Net proceeds sale 13 shares National Steel Corporation, Capital Stock at 44.625 $569.31 Carrying value 5·48. 44 Conversion of Assets Without Gain or Loss 17 Proceeds sale $12,000. General Motors Acceptance Corporation Demand Note at 100. $12,000.00 Carrying value 12,000.00 21 Proceeds redemption $50. United States of America Savings Bonds, Series "E", dated 5/1/~2, due. 5/1/72, Registered, Extended at 181. 6l}, less: · increment credited to income $88.98 Carrying value 88.98 21 Proceeds redemption $50. U~ited Stat~ of America Savings Bonds, Series "E", dated 5/1/43, due 5/1/73, Registered, Extended at 175.72, less increment credited to income $86.08 Carrying value 86.08 21 Proceeds redemption $25. United States of America Savings Bonds,.Series "E", dated 5/1/44, due 5/1/74, Registered, Extended at 170., less increment credited to income $41.65 Carrying value 41.65 18 Proceeds redemption $100,000. United States of America Treasury Bills, dated 6/19/69 at 100., less increment credited to income $98,625.00 Carrying value I 98.625.00 ' 19 Proceeds redemptidn $25. United States of America Savings Bonds, Series "E", dated 6/1/44, due 6/1/74, Registered, Extended at 170.64, less increment credited to income $41.79 Carrying value 41.79 F 0 R W A R D - 3 - $209,225 . 94 $340 25 168 55 341 65 20 87 871 32 $000 00 000 00 000 00 000 00 000 00 000 00 $000 00 $210,097 26 1969 Dec. 1970 Jan. Feb. Mar. June BROUGHT FORWARD 19 Proceeds redemption $50. United States of America Savings Bonds, Series "E", dated 6/1/45, due 6/1/75, Registered, Extended at 165.12, less 19 increment credited to income $80.90 Carrying value 80.90 Proceeds redemption $50. United States of America Savings Bonds, Series "E", dated 12/1/45, due 12/1/75, Registered, Extended at 163.96, less increment credited to income $80.30 Carrying value 80.30 6 Withdrawal $100,000. Deposited at Interest in Mellon Bank $100,000.00 Carrying value 100,000.00 15 Proceeds redemption $25. United States of America Savings Bonds, Series "E", dated 1/1/43, due 1/1/73, Registered, Extended at 179.48, less. increment credited to income $43.93 Carrying value 43.93 15 Proceeds redemption $25. United States of America Savings Bonds, Series "E", dated 7/1/44, due 7/1/74, Registered, Extended at 170.64, less increment credited to income $41.79 Carrying value 41.79 25 Proceeds redemption $125. United States of Ainerica Savings Bonds, Series "E", dated 2/1/44, due 2/1/74, Regi3tered, Extended at 173.52, less increment credited to income $212.50 Carrying value 212.50 2 Proceeds sale $54,000. General Motors Acceptance Corporation Demand Note at 100.. $54,000.00 Carrying value 54,000.00 17 Proceeds redemption $25. United States of America Savings Bonds, Series "E", dated 3/1/43, due 3/li73, Registered, Extended at 179.48, less increment. credited to income $43.93 Carrying value 43.93 ! 17 Proceeds redemption $125. United States of America Savings Bonds, Series "E", dated 9/1/43, due 9/1/73, Registered, Extended at 176.40, less increment credited to income $216.00 Carrying value 216.00 18 Proceeds redemption $100,000. United States of America Treasury Bi.lls, dated 12/18/69 at 100., less increment cred'i ted to income $95,995.00 Carrying value 95,995.00 FORWARD - 4 - I , $000 00 $210,097 26 000 00 000 00 000 00 . 000 00 000 00 000 00 000 00 000 00 000 00 000 00 $000 00 $210,097 26 ; BROUGHT FORWARD $000 00 $210,097 26 1970 Nov. 13 Proceeds ~ale $23,000. C I T Financial Corporation Demand Note at 100. $23,000.00 Carrying value 23,000.00 000 00 Dec. 3 Proceeds sale $74,000. C I T Financial Corporation Demand Note at 100. $74,000.00 I Carrying value 74,000.00 000 00 I 3 Proceeds sale $5,000. Commercial Credit Company Demand Note at 100. $5,000.00 Carrying value 5,000.00 000 00 3 Proceeds sale $25,000. General Motors Acceptance Corporation Demand Note $25,000.00 Carrying value 25,000.00 000 00 15 Net proceeds sale $15,000. United States of America Treasury Bills, dated 9/3/70, due ~/4/71 ~ at 98.91375, less increment credited to income $14,807.25 I Carrying value 14 1 807.25 000 00 I 1971 Jan. 11 Net proceeds sale $10,000. United States of I America Treasury Bills, dated 9/3/70, due 3/4/71 at 99.299444, less increment credited to. income $9,871.50 Carrying value 91 871.50 000 00 ; I Mar. 4 Proceeds redemption $95,000. United States of America Treasury Bills, dated 9/3/70, due 3/4/71 at '100., less' increment credited to I income $93,779.25 Carrying value 93 1 779.25 000 00 I 23 Withdrawal of $11,000. Deposited at Interest in Mellon Bank $11,000.00 Carrying value 111 000.00 000 00 000 00 1970 Miscellaneous Sept. 24 Accountant claims credit for 175 shares Pennsylvania Trust Company, Capital Stock, now determined to be worthless (to be incinerated). .$000 00 .. 24 Accountant claims credit for 10 shares Postal Telegraph and Cable Corporation, 7%, Non- Cumulative Preferred Stock, now determined to be worthless (to be incinerated). 000 00 000 00 1969 : Purchase of Tem2orar~ Investments Nov. 10 ' $12,000. General Motors Acceptance Corporation Demand Note at 100. $12,000 00 FORWARD $12,000 00 $210,097 26 ' : : I - 5 - BROUGHT FORWARD 1969 Nov. 17 $12,000. Deposit~d at Interest in Mellon Bank 25 $6,000 •. Deposited at Interest in Mellon Bank Dec. 4 $42,000. Deposited at Interest in Mellon Bank 1970 8 $38,000. Deposited at Interest in Mellon Bank 12 $2,000. Deposited at Interest in Mellon Bank 18 $100,000. United States of America Treasury Bills, dated 12/18/69,· due 6/18/70 at 95.995 Jan. 6 $79,000. General Motors Acceptance Corporation May June Dec. 1971 Jan. Mar. Demand Note at 100. 15 $5,000. Commercial Credit Company Demand Note at 100. 7 $1,000. C I T Financial Corporation Demand Note at 100. 18 $96,000. C I T Financial Corporation Demand Notes at 100. 3 $120,000. United States of America Treasury Bills,dated 9/3/70, due 3/4/71 at 98.715 19 $7,000. Commercial Credit Company Demand Note at 100. 8 $94,000. Deposited at Interest in Mellon Bank Cash expended re above purchases Amount transferred from Income-Personalty Account -·6- $12,000 00 12,000 00 6,000 00 42,000 00 38,000 00 2,000 00 95,995 00 79,000 00 5,000 00 1,ooo· oo 96,000 00 118,458 00 7,000 00 94_.1_000 00 $608,453 00 608.453 00 $210·, 097 26 __ ..,:0:..:::,0=-..0 00 $210,097 26 6. 717 85 $216,815 11 SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements ' 1969 Administrative Ex2enses Oct. 29 Washington Couilty Reports: Legal advertising $14 00 I 29 Observer-Reporter: Legal advertising 14 00 1970 Jan. 20 Joseph P. Ames: Jewelry·appraisal 10 00 ! Oct. 20 Register of Wills, Washington County, Pa.: Court costs, as follows: 10/29/69 Probate of Will and Nine Short Certificates $41. 50· .I 11/5/69 Seven Short Certificates 7.00 6/24/70 Filing fnventory 13.00 I 10/20/70 Certified copy of Will 14.50· 76 00 I 1971 Mar. 24 Schmidt, Allison and Townsend: Attorneys' fee 9,500 00 24 Mellon National Bank and Trust Company: Compensation as Executor: 11/24/70 Payment on account $5,000.00 3/24/71 Payment in full 41395.00 9,395 00 $ 19,009 00 I I 1969 Loss on Sale of Assets I Dec. 1 Net proceeds 27 shares American Electric Power Company, Common Stock at 28.75 $763.47 Carrying value 784.69 $2i 22 1 Net proceeds sale 36 shares Toledo Edison Company Ohio, Common Stock at 27.875 $986.63 Carrying value 990.00 . 3 -37 1 Net proceeds sale 28 shares United· States Steel Cprporation, Delaware, Common Stock at 36. $992.89 . Carrying value 11032.50 39 61 ' 4 Net proceeds sale 1,140 shares Allegheny Power System, Incorporated, Common Stock at 21. $23,939.50 ; Carrying value 24.296.26 356 76 4 Net proceeds sale 520 shares Continental Oil Company, Common Stock 500 shares at 26.50 20 shares at 26.375 $13,605 •. 68 Carrying value 14.755.00 1,149 32 4 Net proceeds s4le 17 shares Ingersoll Rand Company, Common Stock at 40.125. $670.29 Carrying value 695.94 25 65 FORWARD : $1,595 93 $ 19,009 00 ; - 7 - . ' BROUGHT FORWARD $1,595 93 $19,00 9 00 ·1969 Dec. 10 Net proceeds sale $1,700. United States Steel Corporation, Subordinated Debenture, 4.625% Bonds, Registered Only, due 1/1/96 $1,000. at 65.25 700. at" 63.25 $1,089.23 Carrying value 1,139.00 49 77 1,64 5 70 1969 Preferred Debts Nov. 3 Grant E. Hess, M.D.: Professional services $25 00 . 4 Piatt Funeral Home: Funeral Expenses 1,370 50 1970 ' May 8 S. Whites Sons: Grave Marker 135 00 1,53 0 50 1969 Other Debts Dec. 15 Jane Potts: Personal services to Miss Lyle 35 d 00 1970 Other Taxes Nov. 13 Internal Revenue Service: In full of Federal Estate Tax per return Fonn 706 filed $23,896 16 I Dec. 31 Register of Wills of Washington County, Pa.: I 1/2/70 Payment on account of Pennsylvania Inheritance Tax, at 15% $23,000.00 Less 5% . discount 12150.00 $22,850.00 ~ (The tax should have been listed correctly as $24,052.63 Less: 12202.63 $22,850.00 rather than I· as stated) 12/31/70 Additional payment on account of Pennsylvania Inheritance Tax, being 15% on $16,666.67 22500.00 25 350 00 49,24 6 16 $71,78 1 36 : -B - ' SCHEDULE "B" INCOME-PERSONALTY I Receipts Dividends American Electric Power Company, Cammon 27 shares Paid 12/10/69. $11 07 I American Telepho~e and Telegraph Campan~, Capital 84 shares Paid 1/2/70 54 60 ' Chrysler Corporation, Cammon 912 shares Paid 12/1/69 456 00 Columbia Gas System, Incorporated, .connnon 235 shares Paid 11/14/69 94 00 Continental Oii Company, Common 520 shares Paid 12/12/69 195 00 Ingersoll Rand Company, Common 17 shares Paid 12/1/69 8 50 I United States Steel Corporation, Delaware, Conunon 28 shares Paid 12/10/69 16 80 $ 835 97 Interest-Bonds United States of America Savings, Series·"E", dated 5/1/42, due 5/1/72 $50. Increment to 11/3/69 $1 84 United States of America Savings, Series "E", dated 5/1/43, due 5/1/73 $50. Increment to 11/3/69 1 78 United States of America Savings, Series "E11 , dated 5/1/44, due 5/1/74 $25. Increment to 11/3/69 85 United States of America Savings, Series "E11 , dated 6/1/44, due 6/1/74 $25. Increment to 12/1/69 87 United States of America Savings, Series "E", I dated 6/1/45, due 6/1/75 I $50. Increment to 12/1/69 1 66 United States of America Savings, Series "Eu, dated 12/1/45, due 12/1/75 $50. Increment to 12/1/69 1 68 I ! United States of America Savings, Series uE", ' dated 1/1/43, due 1/1/73 $25. Increment to 1/2/70 94 United States of America Savings, Series "E" ' dated 3/1/43, due 3/1/73 $25. Increment to 3/2/70 ' 94 FORWARD $10 56 $ 835 97 - 9 - \ BROUGHT FORWARD United States of America Savings, Series."E", dated 9/1/43, due 9/1/73 $125. Increment to 3/2/70 United States of America. Savings, Series "E", dated 2/1/44, due 2/1/74 $125. Increment to 2/2/70 United States of America Savings, Series "E", dated 7/1/44, due 7/1/74 $25. Increment to 1/2/70 United States of America Treasury Bills, dated 6/19/69 $100,000. Increment to 12/18/69 United States of America Treasury Bills, dated 12/18/69 $100,000. Increment to 6/18/70 I i United· States of America Treasury Bills, dated 9/3/70, due 3/4/71 · $15,000. Increment to 12/15/70 United States of America Treasury Bills, dated 9/3/70, due 3/4/71 $10,000. Increment to 1/11/71 United States of America Treasury Bills, dated 9/3/70, due 3/4/71 $95,000. Increment to 3/4/71 United States Steel Corporation, 4.625% Subordinated Debenture, Registered·Only, due 1/1/96 $1,000. 10/5/69 to 12/10/69 Interest-Savings Account Pittsburgh National Bank, Washington Office, Savings Account No. 29799: Interest 12/31/69 Interest-Demand Notes General Motors Acceptance Corporation: Interest earned during the period 11/10/69 through 12/3/70 Commercial Credit Company: Interest earned during the period 1/15/70 throug;h 3/4/71 · C I T Financial Corporation: Interest earned during the period 5/7/70 th,rough 2/3/70 -10 - $10 56 $835 97 4 50 4 40 87 1,375 00 4,005 00 6 81 35 44 1,220 75 14 20 6,677 53 . 112 32 $2,449 84 383 . 91 3.175 31 _ ..... 6 009 06 $13,634 88 SCHEDULE "B" INCOME-PERSONALTY Disbursements 1970 . Administrative Expenses Oct. 2 Internal.Revenue Service: Income Tax on income for year ending 9/30/70 1971 Mar. 23 Accrued interest paid on purchase of assets 24 Mellon National Bank and Trust Company: Compensation as Executor Amount transferred to Principal-Personalty Account for expenses -11 - EXHIBIT NO. 1 Payments on account of distributive shares: PRINCIPAL-PERSONALTY Robin Cooke Lyle, Legatee: Advancement on account of distribution under Article Second of the Will: Jewelry advanced 5/19/70 Inventory value American Cancer Society, Legatee: Payment in full of legacy bequeathed under Article Third of the Will: Cash advanced 3/4/70 Washington County Society for Crippled Children and Adults, Legatee: Payment in full of legacy bequeathed under Article Fourth of the Will: Cash advanced 3/4/70 Edna Nangle, Legatee: Payment in full of legacy bequeathed under Article Fifth of the Will: Cash advanced 3/4/70 Jean W. Brenner, Legatee: Payment in full of legacy bequeathed under Article Sixth of the Will: Cash advanced 3/4/70 Church of the Covenant, Legatee: Payme~t in full of ~egacy bequeathed under Art:l.cle Seventh of the Will: · Cash advanced 3/4/70 Mabel R. Delaney, Legatee: Payment in full of legacy bequeathed under Article Eighth.of the Will: Cash advanced 3/4/70 Wilma Babbitt Adams, Legatee: Payment in full of legacy bequeathed under Article Tenth of the Will: Cash advanced 3/4/70 Jeffrey William Bullard, Legatee: Payment in full of legacy bequeathed under Article Eleventh of the Will: Cash advanced 3/4/70 -12 - . ·-$725.00 5,000.00 5,000.00 100.00 100.00. 5,000.00 5,000.00 2,000.00 15,000.00 Mellon National Bank a'nd !Trust C~pany ,~: Trustee under Article Twelfth ofthe Will of Carolyn M. Lyle for Scott Reir,h Bullard. Payment in full of legacy bequeathed under Article Twelfth of the: Will: · · Cash advanced 3/9/70 Mabel R. Delaney; Edna Nangle, Jean W. Brenner and Wilma Babbitt Adams, Legatees: Payment in full of legacy bequeathed under Article Thirteenth of the Will, as follows: Mabel R. Delaney Cash advanced 3/4/70 Edna Nangle Cash advanced 3/4/70 Jean W. Brenner Cash advanced 3/4/70 Wilma Babbitt·Adams Cash advanced 3/4/70 INCOME-PERSONALTY Mellon National Bank and Trust Company, Trustee under Article Twelfth of the Will of Carolyn M. Lyle for Scott Reigh Bullard. Interest from 10/5/69 to 3/4/70 on cash bequest -13 -~ I $ls·,ooo. oo $500.00 500.00 500.00 500.00 2,000.00 $54,925.00 184.50 COMMONWEALTH OF PENNSYLVANIA ) ss COUNTY OF WASHINGTON ) ARLIE W. OTT, Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY, the above named Accountant, being duly sworn according to law, deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of le.tters testamentary, that the disbursements shown in the account have been made to the parties entitled thereto; and that the account as stated is true and correct as he verily believes. 1ld!k-~Offlcer Sworn to and subscribed before me this.3or.dday A. D. 1971 ·~ "bo(ORES P. MEREDITH. Notary Public Washington, Washington County, Pa. My Commission Expires January 28, 1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, • Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appear-ed before me, a Notary Public in and for said County and State, ...... Ri.c.b.ard .... S ....... C.Qw.an. .................. , who being duly &>worn according to law, deposes and says that he is the ... §.~~-f-~."t~_f.Y. ............ . of the Obi?!erver Publishing Company, a Pennsylvania corporation, and its agent in this behalf; that the said Company is· the owner and publisher of the Observer-Reporter, succ•essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily ne"ivs•paper of general circulation, printed and publis-hed and having its place of busines·s at Washington, Washington County, Pennsyl- vania, where it· or its predecessors have been established and published continuous-ly for more than six months· prior to the publication of the notice hereto abtached; thBit the pr.inted notice or advertisement hereto attached is a ()OPY of an official advertisement, official notice, legal notice or legal advertisement, exactly as printed or published iil the Obverver-Reporter in its regular editions on the following date or dates; .......................................... .. October 14 21 and 28 1969 ............................................................... 2 .................................... 7 ................. -.......................... . that neither th<e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the all-ega- !;~":,~! thh atfldavit •• to tha "~'· ''t!Z:_71tz::;,_ Sworn to and subsc~};fore me this .. 28 ... day of.OC.t.Qb.e..r. ... J 969 ... /11~-;;;:!,,?~~~~~ WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 Washington County Repo~ Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY EAR ASSOCIATION) PROOF OF PUBLICATION II:: compliance with the Newspaper Advertising Act of May 16, 1929, P. L. ]784 Sec. 3, paragraphs (3) and (25). COUNTY OF WASHINGTON} S8 STATE OF PENNSYLVANIA . P€rsonally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, beir_g-duly sworn, deposes and say3: that he is the Editor of the WASHINGTON COUNTY REPORTS, the offidllll legal periodical for said Washington Coucty, published weekly hav·ing :ts place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the .>aid WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington Coumy, Pe::msylvania, by order of the sfveral courts of said Count-1, dated November Ll, l£•20; that the printed notice or advertisement attached ·hereto is a copy of 3. natice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: October 16 23, 30, 1969 .... -................................... L ............. -............................................... . THERINE C. YARD, Not Public; ashington, Washington Co., Pa.. My Commission Expires November 1, 1969 Editor 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. • • • • • • • • • • • • • • • • • LYLE, CAROLYN M., Dec'd. Late of Borough of E. Washington Washington County, Penna. ' Executor: Mellon National Bank & Trust Co., 40 S. Main St., Washing-ton, Pa. 15301 · ~ttorney: H. Gilmore Schmidt, Wash- mgton Trust Bldg., Washington, Pa. ~tt tq~ Qtnurt nf <trnmmnn Jl~as nf lfasqiugtnu Qtnunty ®rpqaus' Qtnurt 1llinisinu In the matter ·of the Audit of Account in Estate of CAROLYN M. LYLE 63-69-1139 No. _ ___::-=--=-=---=-=:...::....:::__ _________ _ TO THE AUDITING JUDGE: Enter __ "--_o_u_r ____ appearance for ___ · .:::.:A~C=C~O=U~N~T~A:..:::N:..!....:T=----------------- ~:cpa::; OJ.h' 3/- 1 tli day of May , 19___1_!_ N. B.-counsel shrall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J I _j '7 I JUfl .? D PH 2 5, RUSSELL MAf(INO ['EGISTEF( OF WILLS ~IASHIN__GTON CO .• PA .. No. 63-69-1139 In re Audit of Account in Estrute of CAROLYN M. LYLE' AUDIT Jra.rrip.r fnr i\pp.raraur.r FOR MELLON NATIONAL BANK and TRUST COMPANY. Accountant SCHMIDT & ALLISON 438 Washington Trust Build~ng Washington, Pennsylvania 15301 Attorney ~ • I In t11t ainurt nf <trnmmnn tlfltus nf lluslJingtnn QJ:nunty, Jrnnliylnuniu, ®rp4uns' QJ:nurt flinisinn ESTATE OF No. 63-69-1139 Carolyn M. Lyle In the matter of the First and Final deceased Account of Mellon National Bank and Trust Com~any, Executor ADJUDICATION AND DECREE And now. June J 0 , 19~, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof4the b?lance for distribution in the hands of the Accountant is determined to be $ 1_9,7Q.l.91 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. . SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debit asked at audit Additional credit asked at audit Balance·--------------------- Deduct Clerk's Costs & Receip':::.....------------- At'torney ____ S_c_h_m_i_d_t_A_1_l_i_s_o_n_&_T_o_wn_s_e_n_d ____ _ 953.93 73.$2 106.50 $149,835.43 $149,761.91 $Bl49 655.41 /1, . j97l ~ . ) ~. &"0 J Robin Cook Lyle, sister-in-law, legacy under paragraph second of the Will, Jewelry per election, credit to be taken by the accountant for items advanced prior to distribution by the Court, ~~.~. American Cancer Society, legacy, under Para- graph third of credit to be taken by the ac- countant for funds advanced prior to dis- tribution by the Court, · Washington Coanty Society for Crippled Children and Adults, Inc., lega.cy, Under paragraph fourth of the Will, credit to be taken by the accountant for funds advanced prior to distri- bution by the Court, Edna M. Nangle, legacy, credit to be taken by the eccounta.nt for funds advanced prior to 725.00 5ooo.oo 5ooo.oo distribution by the Court, 100.00 Jean w. Brenner, legacy, credit to be taken by the accountant for funds advanced prior to distribution by the Court, 100.00 Church of tae Covenant, legacy, Under Para- graph seventh of the ltli11, credit to be taken by the accountant for funds advanced prior to distribution by the Court, 5000.00 $148,930.41 $143,930.41 $138,9J0.41 $138,830.41 $138,730.41 $133,730.41 . ' . r :t ' • .··• .. ' 0 ~ !l» .... £' ::J z • n ~ p ~ 0 :r _.. ~ c (1) ~ :s 3 0 .... 0 ~ -· .... .... ., ~ ~ ·t .; .-+ 0 er """ ~ :r " = (1) ~ = ~ ~ ~ ~ ~ t' • f r r -· t- ') -) ., -· . L '·' ,,' + .. .. • I \ ) . I f· ') • r ··.( • . . . •. . Mabel R. Delaney, legacy, Legacy under para - graph Eighth of the will, credit to be taken i by the accountant for funds advanced prior to distribution by the Court, 5000.00 $128,730.41 Wilms Babbitt Adams, legacy under Paragraph Tenth of the Will, credit to be taken by the accountant for funds advanced prior to distri- bution by the Court, 2000.00 $126,730.41 Jeffrey William Bulla.rd, having reached the age of 25 years, trust under Paragraph Eleventh of t~e Will, credit to be taken by the accoun- tant for fund~ advanced prior to distribution tl.5ooo.oo by the Court, · $111,730,41 Mellon National Bank and Trust Company, Tes- tamentary Trustee for Scott Heigh Bullard, under the terms os Paragraph Twelfth of the Will, credit to be taken by the Accountant for funds in the amount of $15,ooo.oo corpue and tl.5184. '10 interest due thereon in the smount. of $184.50, $ 96,545.91 Edna M. Nangle, legacy, under Paragraph Thirteen of the Will, 1/4 of $2000.00, credit to be taken by the accountants ·for funds I advanced, 500.00 $ 96,045.91 Jean w. Brenner4legacy under Paragraph Thirteen of the Will, 1/ of $2000.00, credit to be taken by the accountants for funds advanced prior to ·distribution by the Court, 5oo.oo $ 95,545.91 Mabel R. Delaney, legacy under Paragraph Thirteen of the Will, 1/4 of $2000.00, credit to be taken by the accountant for funds advanced, 500.00 $95,045.91 Wilma Babbitt Adams, le,acy under Paragraph Thirteen of the Will, 1 4 of $2000.00, credit to be taken by the accountants for funds advanced prior to distribution by the Court, 500.00 $94,545.91 Robin Cooke Lyle, sister-in-law, 1/3 residue, including cash 49 Units of Washington Ice Company stock, each unit including 1 share 4% cumulative preferred stock and 5 shares common stock, Washingon Ice Company, Washington Penn's appraised at unit value at 75~ total $36.75, held in kind and distributed as such 31515.31 at the appraised value, Edna M. Nangle, 1/6 residuet inclrling cash and 24 units of Washington Ice ompany, each unit consisting of 1 share 4% cumu1a.tive preferred stock and 5 shares common stock Washington Ice Company, Washington, Penn'a., appra.ised per unit value at 15~ total $18.oo, held in kind ~5151 .65 and distributed as such at the value as shown, . . , ' ) . ) '). l) ' »>· ~· >· ·s-!r .. n z ~ .n g:.. p 0 . 0 i •) -+' c: CD t ' CD :J 3 _, 0 -+ 0 0 ..... ..... ..... ~ .., to\ ~ t 9' 0 ..... ... -+ r :r Iii r = CD ,·' ~ ~ r • I , " ~ )1 r ~ ·\ ,, r ' ~ .. . ) (_ ') r' ,.. . ' , \ 'c •) . r r t" •• ,J Jean W. Brenner, 1/6 residue, i_ncluding cash and 24 units of Washlngton Ice Company, each unit consisting of 1 share ~-cumulative preferred stock and 5 shares common stock, Washington Ice Company, Wa.shington Penn' a appraised per unit value at 7S~ total $18.00, held in kind and distributed as~such at the appraised value, 15757.65 Mabel R. Delaney, 1/6 residue, including cash and 24 units of Washington Ice Company, ~ach unit consisting of 1 share 4~ cumulative pre- ferred stock and 5 .sha.res common stock ·washington Ice Company, Washil)gton Compan¥ appraised at per unit value of 75¢ total $18.oq held in k-ind and distributed as such at the valu~ as>s hown, -15757.65 Wilma· Babbitt Adams, 1/6 residue, including cash and 24 units of Washington Ice Company, each unit consisting of 1 share_4% cumulative preferred stock and 5 shares common stock~ Wa.shington Ice Company, Washin~ton·, Penn 1 a appraised per unit value at ·75~.total $18.oo, held in kind and distributed' as stich at the appraised value, · · _-115757.65 No balance NOTE: There is pending and contingent, receipt of a rejund on transfer iriheritarice tax paid. This sum, presen1ly ~n indeterminate in amount has not been charged to he accountant however, when such refund is received, i~ may be distributed in the proportionate shares set out as s'p.ares of the residue and no further formal accounting of the "und sha"l be necessary. •. f' t· '! \ .. , . ' ( r r .. r· i . ' I LCG:mjk 31 3-9-70 Acct. No. 101-395 IN THE COURT OF COMMON PLEAS OF WASHINGToN COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION RE: ESTATE OF CAROLYN M. LYLE, No. OF 19 DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE:JUDGES OF SAID COURT: .: ·washington County Branch, AMERICAN CANCER SOCIETY I 'OEING BENEFICIALLy INTERESTED IN THE ABOVE TITLED ESTATE, HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY, EXECUTOR OF THE ESTATE OF CAROLYN M. LYLE , DECEASED The sum or Five Thousand Dollars ($5,000.00) cASH BEQUEST UNDER ARTICLE THIRD OF THE WILL AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SA~E TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT, IT HEREEJY AGREES TO REFUND ON DEMAi'lD, ALL OR ANY.PART OF THIS ADVANCEMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY MADE. ATTEST I ~ . DATED THIS ,;.::?zs., .c.d(-< / S'oAY oF _________ , 19/0 . . 7 --c American Cancer Society, Washington County Branch By: (9~~1i-~ ~~-U. TR•702 REV. 11/691 j I I . I I I ( LCG:mjk 31 3-9-70 Acct. No. 101-395 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS 1 COURT DIVISION RE: ESTATE OF CAROLYN M. LYLE, DECEASED 0 0 0 RECEIPT FOR ADVANCEMENT TO nm HONCRABLE, THE JUDGES OF SAID CCXJRT: WASHINGTON COONTY SOC mTY FOR CRIPPLED CHILDREN AND ADULTS, being beneficially interested in the above titled Estate, hereby acknowledges to have received from Mellon National Bank and Txust Company, EXECUTOR of the Estate of CAROLYN M. LYLE, De- ceased The SUm of Five Thousand DOllars ($5,000.00). CASH BEQUEST UNDER ARTICLE FCXJRTH OF mE WD...L and request Your Honorable Court to charge the same to it in the Decree of Distribution.to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account, it hereby agrees to refund on demand, all or any part of this advancement which nay be determined to have been improperly made. DATED this __ / 3,;;__Th ___ day of N M r.A < , 1970 ATTEST Washington County Society fox Crippled Children and Adults LCG:mjk 31 3-9-70 Acct. No. 101-395 'l'f{-70\ IN THE COURT OF. COMMON PLEAS OF WASHINGrOO COUNTY, PUNNSYLVANIA, ORPHANS' COURT DIVIS ION REt ESTATE OF I I I CAROLYN M. LYLE, DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, . THE JUDGES OF SAID COURT: I, EDNA NANGLE , being benefici.a1ly interested in the above titled estate, hereby acknowledge to have . received from Mellon National Bank and Trust Company, EXECUTOR ot the Eetate ot CAROLYN M. LYLE , Deceased The Sum of Five Hundred Dollars ($500.00) . CASH BEQUEST UNDER ARTICLE THIRTEENTH OF THE WILL The Sum of One Hundred Dollars ($100.00) CASH BEQUEST UNDER ARTICLE FI@TH OF THE WILL and request Your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said Estate. 1n oons1daration of this advancement boing made prior to tho filing and aud1 t of a Final Account, I hereby agree to refund on demand, all or any part of this advancement whi~h IDl,lY be determin.ed to have ·been improperly IDBde. DA'fED this._.x..P....:.~--ca __ day of ~d WITNESS: LCG:mjk 31 3-9-70 Ace~. No. 101-395 ,pi I 'J'f{-70~ IN THE COURT OF COMMON PLEAS OF WASHINGl'ON COUNTY, PENNSYLVANIA, OP.PHI\NS' COURT DIV:SION RE z ESTATE OF I I . CAROLYN M. LYLE, DECEASED I RECEIPT FOR ADV ANCl!MENT TO THE HONORAD~, THE JUDGES QF ·SAID COURT z I, JEAN W. BRENNER , being beneficial~ interested in the above titled es.tate, hereby acknowledge to have received from Mellon National Barile and Trust· Compa07, ExEcUTOR of the Eetate ot CAROLYN M. LYLE, , Decease~ The Sum of Five Hundred DOlla:rs· ($500.00) CASH BEQUEST UNDER ARTICLE TH>J:Jn'EENTH OF THE· WILL The-Sum of One Hundred Dolla:rs ($100.00) CASH BEQUEST UNDER ARTICLE SIXTH OF THE WILL and request Your Honorable Court to charge the_ same to me in the Decree of Distribution to be entered in said Estate. In consideration of this advancement boir~ made prior to tho filing and audit of a Final Account, I hereby agree to ref\lnd on demand, all or any part of this advancement which ~ be determined to have been improperly 1118de. _g/}}~ DATED this._....::3::::....;;o;..;~--..~..._..;day of._...:o~----~'--' 19 7 0 WITNESS: ...... I . 1 .I LCG:mjk ,· ..... '· 31 3-9-70 Acct. No. 101-395 IN THE COURT-OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION RE:.ESTATE OF CAROLYN M. LYLE, No. OF 19 DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE-JUDGES OF SAID COURT: ·i CHURCH oF THE COVENANT , OEING BENEFICIAI,..L Y INTERESTED IN THE ABOVE TITLED ESTATE, HEREBY ACKNOWLEDG::S TO HAVE RECEIVED FROM MELLON NAT.IONAL BANK AND TRUST COMPANY, EXECUI'QR OF THE ESTATE OF CAROLYN M. LYLE . DECEASED The Sum of Five Thousand Dollars ($5,000.00) CASH BEQUEST UNDER ART ICLB SEVENTH OF THE WILL AND REQUEST YOUR HONORABLE COURT TO CH.ARGE THE· SA~E TO IT IN THE DECRE.E OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT, IT HEREElY AGREES TO REFUNJ ON DEMAND. ALL OR .. -- ANY PART OF THIS ADVANCEMENT WHICH MAY BE DETERMINED TO H~VE BEEN IMPROPERLY MADE. DATED THis. ___ _..:;3:..::0~t:;.!h.~--oA Y o·F ___ ..:.M::.:a::..:r:...c::..:h:.:._ ____ . 19 70 ATTEST Church of the· Covenant By: .i.a..v~~~ Chairman; Board of Trustees .. ·~/' · ....... ~- -.--~ ... f#" ,1 .. ... " . ' ' . · ... ,~-.......... -:;:.:. .• ~ -'\ ' ::: TR•7C.2 Rt:.v. 11/69) .I I r I I I ! • ' .J TH-IU\ LCG:mjk 31 3-9-70 Acct. No. 101-395 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION. RE: ESTATE OF I ~ I CAROLYN M. LYLE, DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE JUDGES OF SAID COURT z I, MABEL R. DELANEY , being benefici.aJly interested in the above titled estate, hereby acknowledge to have received from Mellon National Bank and Trust Compat11, EXECUTOR ot the Estate ot CAROLYN M. LYLE , Deceased The SUm of Five Hundred Dollars ($500.00} CASH BEQUEST UNDER ART~CLE THIRTEENTH· OF THE WILL The SUm of Five Thousand Dollars ($5,000.00) CASH BEQUEST UNDER ARTICLE EIGHTH OF IHE r,aLL and request Your Honorable Court to charge the aame to me in the Decree of Distribution to be entered in said Estate. In consideration of this advancement boing made prio:r to tho filing and audit of a Final Account, I hereby agree to rei"u~d on demand, all or any part of this advancement which may be determined to have been improperly lll8.de. · . J DATED this. _ _,,c...:/ ~~dv;.;,_ __ day of ~ WITNESS: f- LCG:mjk 31 3-9-70 Acct. N0 • 101-395 J ~ 'I' 1\ -70 ~ IN THE COURT OF. C~ION PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION RE l ESTATE OF CARQLYN M. L~., DECEASED I I - I RECEIPT FOR ADVANCEMENT TO THE HONORADLE, THE JUDGES OF SAID COURT l I, WILMA BABBITT ADAMS , being beneficially interested in the above titled estate, hereby acknowledge to have received from Mellon National Bank and Truet Company, ExECUTOR ot the Eetate ot CAROLYN M~ LYLE , Deceased The SUm of Five Hundred Dollars ($500.00) .CASH BEQUEST UNDER ARTICLE THIRTEE~TH OF THE WILL · The SUm of Two Thousand Dollars ($2,000.00) CASH BEQUEST UNDER ARTICLE TENTH OF THE WILL and request Your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said Estate. In consideration of this advancement boing made prior to tho filing and audit of a Final Account, I hero by agree to refund on demand, all or any part of this advancement which ~ be determined to have been improperly rnBde. DA'fED tbis._----s/.__~_7:/A_. _ .. ,.·"_..day of. __ ~--~----' 19 7~ .. , .. WITNESS: )1~4~~ Wilma Babbitt Adams I I ! LCG:mjk 31 3-9-70 Acct. No. 101-395 0 'I'H-70~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION RE: ESTATE OF CAROLYN M. ~YLE, DECEASED RECEIPI' FOR ADV ANCl!MEN'l' TO THE HONORABLE, THE JUDGES OF SAID COURT: I, JEFFREY WILLIAM BULLARD , being beneficially interested in the above titled estate, hereby acknowledge to have received from Mellon National Bank and Trust Company, EXECUTOR ot. the Estate ot CAROLYN M~ LYLE , Deceased The Sum of Fifteen Thousand Dollars($15,000.00) · CASH BEQUEST UNDER ARTICLB ELEVENTH OF THE WILL and request Your Honorable Court to charge the same to me in the Decree of Distribution to be entered in said Estate. in· consideration of this advancement boing made prior to tho filing and audit of a Final Account, I hereby agree to refund on demand, all or llilY part of this advancement whioh llll,\Y be determined to have been improperly 1118.de. DA'fED thitr S\1JS.\A~,~\,~.±k day of_~;L.. ~o.;•t'..::%>~----' ·19'1 0 WITNESS: . .:' J LCG:mjk ... ... ·~ " 31 3-13-70 Acct. No. 101-395 IN THE COORT OF C®-ION PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION RE: ESTATE OF CAROLYN M. LYLE, DECEASED I 0 0 RECEIPT FOR ADVANCEMENT TO THE HONORABLE, niE JUDGES OF SAID COURT: MELLON NATIONAL BANK AND TRUST CCMPANY, TRUSTEE UNDER ARIICLE TWELFnl OF THE WILL OF CAROLYN M. LYLE, DECEASED, fOR SCOTT REIGH BULLARD, being beneficially interested in the above titled estate, hereby acknowledges to have received from Mellon National Bank and Trust company, EXECUTOR of the Estate of CAROLYN M. LYLE, Deceased The Sum of Fifteen Thousand One Hundred Eighty-Four Dollars and Fifty Cents ($15,184.50) CASH BEQUEST UNDER ARTICLE TWELFnl OF n1E WILL PLUS 3% INTEREST FRa-t DAtE OF DEATH and request Your Honorable Court to charge the same to it in the Decree of Distribution to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account, it hereby agrees to refund on demand, all ox any part of this advancement which may be deter- mined to have been improperly made. /-4:: . 1 /} DATED this __ __.:{J)~ ____ day of __ ....--,.~;.1..~:~&'4~ t-"·~vtuu~~.!.4..·---' 1970 ATTEST: .. ' I • . . .. / ~· · A''s.sistant Secr'etary " ' f I ~-": \.._ .,_ ' ' . . ' . Mellon National Bank & Trust Company, Trustee Under Axticle Twelfth of the Will of Carolyn M. Lyle, Deceased fox Scott Reigh Bullard l' @ a}rJI fiUSt Officer • ,, 1 _,) COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS• COURT DIVISION ESTATE OF CAROLYN M. LYLE DECEASED ) ( ) ( ) No. 63-69-1139 SPECIFIC ELECTIONS TO TAKE IN KIND TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I, ROBIN COOKE LYLE , i'e$iduary legatee under the Will of Carolyn M. Lyle, do hereby elect and agree to accept the following in kind from Mellon National Bank and Trust Company, Executor of the Estate of Carolyn M. Lyle., at its appraised value set opposite. 49 Units of Washington Ice Company, each unit consisting of one share 4 per cent cumulative preferred stock and five shares common stock, Washington Ice Company, Washington, Pennsylvania -appraised per unit value@ 75 cents $36.75 and request your Honorable Court to award same to me in the Decree of Distribution to be entered in the above titled estate. DATED this {' ~1ip.ay of May, 1971. WITNESS: cj /J / ::J/;!L;~ 4AJ1l/} I /Jdo3 ~~.i.L /J-1/E"" LJ Ar.e D " ~ ";JJ.-e 4/~-~ ¥ J' ,;,;;s j , •1.) . ' :~ . ·, .. . . '1 '1 ! COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA l ORPHANS' COURT DIVISION ESTATE OF CAROLYN M. LYLE DECEASED ) ( ) ( ) No. 63-69-1139 SPECIFIC ELECTIONS TO TAKE IN KIND TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: 1, EDNA M. NANGLE 1 z.·e:siduary legatee· under the Will of ------------~----------------~-- Carolyn M. Lyle, d<? hereby elect and agree to accept the following in kind from Mellon National Bank and Trust Company, Executor of the. Estate of Carolyn M. Lyle, .at its appraised value set opposite. 24 Units of Washington Ice Company, each unit consisting of one share 4 per cent cumulative preferred stock and five shares common stock, Washington Ice Company, Washington, Pennsylvania -appraised per unit value @ 7 5 cents $18.00 and request your B:onorable Court to award same to me in the Decree oi Distribution to be entered in the above titled estate. DATED this /;<d day of May, 1971. ... Edna M. Nangle WITNESS: ~-. •, '~. ..; -. ! I' . j I I ' i f i .. I } ~ L I ti Jl i· b l: ~' I • I i i' I I I I f! r f l 11 'l 1 / CO~RT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ·CAROLYN M. LYLE DECEASED ) ( ) ( ) No. 63-69-1139 SPECIFIC ELECTIONS TO TAK~ IN KIND TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: · I, JEAN W .' BRENNER , re:siduary legatee under the Will of Carolyn M. Lyle, do hereby elect and agree to accept the following in kind from Mellon National Bank and Trust Company, Executor of the Estate of Carolyn M. Lyle, .at its apprai'sed value set opposite. 24 Units of ·Washington Ice Company, each unit consisting of one share 4 per cent cumulative preferred stock and five shares common stock, Washington Ice Company, Washington, Pennsylvania -appraised per unit value @ 7 5 cents $18.00 and request your Honorable Court ·to award same to me in the Decree of Distribution to be entered in the above titled estate. DATED this/d.d day of May, 1971. ~~~;:3~ {/ Jean W. Brenner WITNESS: . ~· ,. ------- I' I I j I ,, I COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA· ORPHANS 1 COURT DIVISION ESTATE OF CAROLYN M. LYLE I DECEASED ) ( ) ( ) No. 63-69-1139 SPECIFIC ELECTIONS TO TAKE IN KIND TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I, · MABEL R. DELANEY , ie:siduary. legatee under the Will of ----------------------------~----- Carolyn M. Lyle, do hereby elect and agree to accept the following in kind from Mellon National Bankand Trust Company, Executor of the Estate of Carolyn M. Lyle, .at its appraised value set opposite. 24 Units of Washington lee Company, each uni~ co.!lsisting of one share 4 per cent cumulative preferred stock and five shar·es common stock, Washington lcet Company, Washington, Pennsylvania-appraised per unit value@ 75 cents $18.00 ·and request your Honorable Court to award same to me in the Decree of Distribution to be entered in the above titled estate. DATED this fg__ day of May: 1971. Mabel R. Delaney WITNESS: ;::· · .. J ~ j . ~1 . 4 ! -~ I i ' i I I. J: I .. 'i . ' < 1 .· I , . • -, ·• ·, , l ~"' • • \ '4 COURT OF COMMON PLEAS OF.WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION ESTATE OF CAROLYN M~ LYLE DECEASED ) ( ) ( ) No. 63-69-1139 SPECIFIC ELECTIONS TO TAK:g: IN KIND ' TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: ·I, WILMA BABBITT ADAMS , i'e:siduary legatee under the Will of Carolyn M. Lyle, do hereby elect and agree to accept the following in kind from Mellon National Bank and Trust Company, Executor of the Estate of Carolyn M. Lyle, .at its appra1sed value set opposite. 24 Units of ,Washington Ice Company, each unit consisting of one share 4 per cent cumulative preferred stock and five shares common stock, Washington Ice Company, Washington, Pennsylvania -appraised per unit value @ 7 5 cents . $18. 00 and request your Honorable Court to award same to me in the Decree of Distribution to be entered in the above titled estate. DATED this /.1-'?!r day of May, 1971. Wilma Babbitt Adams WITNESS: .:· -: -.. I I !: . ~ ·r .,. COURT. OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORP~NS' COURT DIVISION RE: ESTATE OF CAROLYN M. LYLE, ) ( ) ( ) No. 63-69-1139 DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I, ROBIN COOKE LYLE, being benefiCially interested in the Estate of Carolyn M. Lyle, Deceased, do hereby acknowledge :o have received from Mellon National Bank and Trust Company, E>i~ecutor of the· Esta;te of Carolyn M. Lyle, Deceased, the following: Jewelry Per Appraisal $725.00 and reque.st Your Honorable Court to· ch~rge .the same against me in the Decree of Distribution to be entered in the above titled Estate·. In consideration of this advancement being made at this time, I agree to return all or any part of the value thereo·f should it later appear for any reason that said advancement should n-::>t have been made. DATED this f 3jl day of __ ]!,!L;N=~==+---' 1970. I WITNESS: J ~- .. ( -~~ ESTATE OF CAROLYN M. LYLE JEWELRY APPRAISAL Lav~liere consisting of two oval shaped opals and one diamond weighing an approximate • 60 carat. Links .and chain are 14 Karat yellow gold. I Starburtt brooch consisting of a single diamond weighing an approximate . ZO Karat. 'Mounting is 14 Karat yellow gold Opal ring with one small opal and four srna~l chip diamonds . (One opal is missing in mounting}. Mounting is 14 Karat yellow gold Blue stone l"ing consisting of oval shaped synthetic sapphire. Mounting is 14 Karat yellow gold Three stone ring consisting of two diamonds, each weighing an approxirnate • 18 Karat and one synthetic sapphire mounted in center. Mounting i• 14 Karat yellow gold Solitaire diamond ring consisting of one diamond weighing an approximate • 85 Karat.-Mounting i5 14 Karat yellow gold _COMMONWEALTH OF PENNSYLVANIA) ( COUNTY OF WASHINGTON ) Affidavit of Appraiser . $225.00 40.00 5.00 5.00 50.00 400.00 $725.00 I, Joseph P. Ames, do hereby swear that I have had extensive experience in appraising jewelry, db further cet"tify that I have examined the jewelry owned by Carolyn M. Lyle, deceased, and do further swear that in my opinion the values placed by me on said articles fairly rept"esent the fair value of said articles. Sworn to and subscribedbefore me· ' 1970 .. IN THE MATTER OF THE ESTATE OF ~ CAROLYN M. LYLE ---. DECEASED: IN THE ORPHANS' COURT IN AND· FOR WASHI!"GTON COUNTY, PENNA, 63-69-1139 NO.·------------------------------------~-------------- '. KNOIN ALL MEN BY THESE PRESE.NTS, THAT·,.... _..=l:....!,~J_E_A__:N~.W..:._.:..•_B=-=R:...:.E=..:N~N~E--=R-=-------------- Executor DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY·-------------,------------------- OF THE ESTATEOF _________________ C __ a_r_0_._1y~n __ M __ • __ L~y_l_e _________________________________ DECEASED, THE SUM OF Fifteen Thousand Seven Hundred Fifty-Seven and 65/100------15,757.65---------------------------------·---------------~------------~'-------------(s )DOLLARS residuary IN FULL OF THE/AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON ;OUNTY, PENNSYLVANIA MACE AT N0. ___ 6_3_-_6_9_-_1_1_3_9 ________ _ WITNESS MY HAND AND SEAL THIS . ~ ~AY OF _ _:J:....=U:.=...~1 Y'--------- WITNESS~~ 24 units a • Cash w. 8281 Q.~d IceCo. $ 18.00 15,739.65 $15,757.65 J 63-69-1139 NO.~·~--------·--------------------------- ORPHANS' COURT ~ I ' ' . ) . 'j ESTATE OF CAROLYN.M. LYLE : J o, . : "• .. j. DOCKET ______ PAqE. ______ ___:~ .I -'":) .;:;:;) '-' OJ -· 'iX w ~ TO :r..::: ~. f.L.. ,..._ ., .. .) Mellon National Bank & ·:Trust Company, Executor FILED•---------------19 __ . .l .. u .:.; .-. .... ~1 ~) ~ :.J 0 .. : ~ .., ,, ( ,) . . ' l. t I ·i ; ' _, t:_. .) '1 ' ' ' [l_< ,.) ~: 0. I} ~~ ., r~. ,I ~ ,I .,, ' : -: .• J .. , 'I ~· . 1,'1 t. .. ~ .. ... ·,. '; .. ') ~ ( }\:.' .} . } IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA. IN THE MATTER OF THE ESTATE OF t -.--~C_A~R~O~L~.Y=-N~~-1~·-L_·~Y_L_E~------ oEcEAsEo: 63-69-1139 NO.----~~~~~~~---------------------------------- I I 'MABEL R. DELANEY KNOW ALL MEN BY THESE PRESE!"TS, THAT ________________________________________ _,_ ____________ _ Executor DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY ____________________________ _ Carolyn M. Lyle OF THE ESTATEOF ____________________________________________________________________ DECEASED, THE SUM OF Fi.fteen Thousand Seven HundreC. Fifty-Seven and 65/100-----15; 757.65--.. -----------------------------------------------------------------------IS __________________ ) DOLLARS residuary IN FULL OF THE/AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE 63-69-1139 ATNO·----------------------------------------- WITNESS MY HAND AND SEAL THIS W.UBI: 7ztzfv DAY OF ____ J_u_1yL.._ _____ I9__1_!_, 18.00 15,739.65 $15,757.65 N0.~·--___ 6_3_-_6_9 __ -_1._13_9 __________ _ ORPHANS' COURT •'ESTATE OF CAROLYN M. LYLE -,_....., ; MABEL R. -D~LANEY TO I' ' . ,< Mellon National Bank and Trust Comp~ny ~ Executor FILED•--------------------------19 ___ _ I .•• ) I i •· "' • .; (\<· .. IN THE MATTER OF THE ESTATE OF } IN THE ORPHANS' COURT IN AND FOR WASHIN.GTON COUNTY, PENNA, CAROLYN M. LYLE N0. __ _.::::6.:::_3_-.:::.6.L9_--=.l-=.13===-.9L__----.------,--.....,..------ DECEASED: KNOw ALL MEN BY THESE PRESENTS, THAT___:I""''-----E___:D_:N;_:_A_M___:.:__N....:A_N_:_:G....:L_E_· 4-J ------------- Executor DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROI\ol MELLON NATIONAL BANK AND TRUST COMPANY ______________ _ OF THE ESTATEOF ______________________ ~C~a~r~o~1~y~n~M~~·-=L~y~1~e~----------------------~.DECEASED, THE SUM OF Fifteen Thousand Seven Hundred Fifty-Seven and 65/100----15,, 757.65---- ($ ) DOLLARS residuary IN FULL OF THE/AMOUNT AWARDED ME UNDER THE DE•:REE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE 63-69-1139 ATNO. _____________________________________ __ WITNESS MY HAND AND SEAL TH IS __ ---<V/--=~-'-"'-'---CA Y OF _____ J_u_1_,y'-------------IS_7_1 , WITNESS------=cr:">'9-""'·~d ...=..._.~<..oc..-· -12-+-"~:.-=;__::::..______:__t,.../ 24 units Wam. Ice Co. $ 18.00 Cash 15,739.65 $15,757.65 w. !182 63-69-1139 NO.·---------------------------------- \I ORPHANS' COURT ~ 'ESTATE OF CAROLYN M. LYLE .) •, :-< DOCKET _________ PAGE ________ _ TO ,; Mellon National Bank and Trust Company, Executor ' FJLEO ___________________ l9 __ _ : ' ' ,, lJ :~t '·• ,)o I• i .··1 l Lj . • Ct . : ....... ~-:) "'' ,,. ·' " ' -1 < ':' : ,) .. . ' -' > "' ~ ~ ·' ' ' I I I I· I ' " .. ' ) ' '' • •... J , ' ' , ... ,. .... ., ' i .) /. """ IN THE MATTER OF THE ESTATE OF IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA, CAROLYN M. LYLE 63-69-1139 NO, _____ ~---------~~-----------~--------------DECEASED: ,, .. I, WILMA BABBITT ADAMS, KN 0 W ALL MEN BY THESE PRESENTS, THAT _____________________ -:-______ _ Executor DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY ______________ _ Carolyn M. Lyle OF THE ESTATEOF _________________________________ ~DECEASED, THE SUM OF Fifteen Thousand Seven Hundred ~ifty-Seven and 65/100------,6 15, 7 57.65----) DOLLARS residuary IN FULL OF THE/AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT N0. __ 6_3_-_6__:9_-_1_1_3_9 _________ _ WITNESS MY HAND AND SEAL THIS 24 units Cash w. ezu rvc-DAYOF $ 18.00 15,739.65 $15,757.65 July 19_1l_, /!~~~ W1lma Babb1tt Adams e No.,_ __ 6_3_-69-1139 ) ' .. ORPHANS' COURT I•: ', . ' . ' ~ ~ • ESTATE OF ... CAROLYN M. LYLE r • .. '-·' ·. DOCKET ______ PAc;iE _____ _ TO . ' Mellon National Bank and Trust Company~ ·Executor f _; FILEO ____________________ J9 __ _ ,. ·: ., IN THE MATTER OF THE ESTATE OF IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA, CAROLYN M. LYLE 63-69-1139 NO··------------------------------------~-------------- DECEASED: ,) I, ROBIN COOKE LYLE, KNO IN ALL MEN BY THESE PRESENTS, THAT·----------------------------,.--------------------------- Executor CO HEREBY· ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY----------------------------- OF THE ESTATEOF ______________ ~C~a~l0~1~yLn=-~-J~, __ L_yL_l_e ________________________________ ~,OECEASEO, THE SUM OF Thirty-One Thousand Five Hundred Fiftee:p. and 31 I 100-------31, 515. 31----. (S ) COLLARS residuary IN FULL OF THE/AMOUNT AWARDED ME UNDER THE DECREE OF T~E ORPHANS' COURT OF WASHINGTON COUNTY; PENNSYLVANIA MACE 63-69-1139 ATNO·--------------------------------------- WITNESS MY HAND AND SEAL THIS, ____ vt~.!:..<::'-----OAY OF WITNESS j~ ~· Cf ~ 49 unit: waslQice Co. $<136. 75 Cash 31,478~56 $31,515.31 w. 8281 July ,s_I_!_ .. ~h~~e I_ 63-69-1139 . NO.-~--..,..:-:-;-·------------ '; ' -. ORPHANS' COURT J ESTATE OF CAROLYN M. LYLE OCI)<( -l CL n '., ; z-l n-::;: ci . f;·l DOCKET--...,.:--:;~'::-:':-. __ PA~Ec_----t;~---...;,.,... ..... !..1.-::;;;: r--·. ·--i t ! .............. ___ j 00 ~ c:::: t-----,1 r-FROM • 'I Robin Cooke Lyle TO ,) Mellon National Bank arid Trust Company~ Executor -., FILEO ______________ Jg __ _ ---------- , .... .} I ,, ' .. ·-'l .. ' ·. j ,, -;: < ,";· .) .. ~ I .... . ; -. .) ~ . ._ '-. ' ' .. -,, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION IN RE: ESTATE OF No. 1ll39 of 1969 CAROL Y:'-J M. LYLE, :! Deceased. < ) ) ) ) > ... )to (.1 :;:: :;:: Ll '- i HEARING ON AUDIT e BEFORE: 'I:HE HONORABLE P. VINCENT Mh\RINO, Judge of the said Court. u :1: x • ~ ~ APPEARANCES:· SCHMIDT, ALLISON & TOWNSEND, ESQS., of Washington, Penna., representing the Accountant II: .. .. o ,.1 < (; o TIME: :I ... • Wednesday, May 19, 1971, at 10:00 o'clock A.M., EDST . f THE COURT:· Number 1139 of 1969, the estate of Carolyn M . .. (' • : Lyle, deceased. The Executor is Mellon National Bank and Trust .. ! f Company and the attorneys are Schmidt, Allison & Townsend. 4 c:: ii II c Mr. Schmidt? MR. SCHMIDT: If Your Honor please, I have the necessary papers here. There are no complications. Attached to the Audit Petition is a closing letter on the Federal Tax and also attached are receipt~ for advancements that have been made. There is one item in the will I should call the Court's attention to. I think there was a trust set up for Jeffrey William Bullard. He held it until he was 25 year~ ----------~~~~------------------------------------------------------------~-----11 I I ......,, 2 --~--i~----------------------------------~---- , ' of age and he became 25 years of age on June 27, 1968. So we are suggesting that that be awarded to him directly. And he has had an advancement on it and his receipt is attached. Also, there was a mix-up downstairs in the Personal Property Tax. And I think we go it .straightened out. I don't know whether they have filed a new one or not. Anyhow, it's paicl. I have the receipt for it. ~ II! ~THE COURT: I don't think we have the Praecipe . .J .. :0 z ~ MR. HANA: No, Your Ho.n!Dr. :L MR. SCHMIDT: Okay. I think that's all I need to mention. There was anox~lrpayment of the estate Inheritance Tax and a petition has been filed for a refund on that and we are suggesting that when the refund is obtained that the amount obtained follow the residuary estf;l.te. THE COURT: Is there anyone else in Court interested in this estate? ( NO RESPONSE ) THE COURT: The audit of this account is ordered closed by the Court.· ( AUDIT CLOSED ) -. e. I hereby certify that the proceedings and evidence are contained fully and accurately in the notes taken by me on the hearing of the above : ~cause, and that this copy is a correct transcript of the same. " .J .. ll 2: 2: .d l. 2: g " z % Ill ~ ~ 0: ... Ul Q, .J o( :0 Q ::l .., The foregoing record of the proceedings upon the hearing of the ~ above cause is hereby approved and directed to be filed. Ill For1ll 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 the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF ............................... .CARQLYN(.s~~-.. f~~~ .. -~(·;j;;;;;;;J~~t)................................................................. EXECUTOR ABMINigrp t'f!89 Late of ....................... WASHINGTON.............................................................................. County State of ........ · ·PENNSYLVANIA ................................................... }ss: county or .... WASHINGTON ................................................ _. Ar J,ie ... w ..... Ott, ..... Trus.t .... Of£icer.., ......... Mellon .... National .... Bank .. and ... Trust ... Cempany. .. Eucotor Administrator of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed ............................ october ........ . (Month) ..... ; ..................... , 19 ... 69 ......... ,J testate leaving a last will~ copy of which is hereto attached. } (llay) (Y£:ar) l iu' r o -Mel,lon. National .. Bank.and ..... T.rust ... C•mpany ... Name and address of attorney or} other authorized representative to whom all corr~spondence should be mailed. S. Main··St., & Cherry Ave.,··· Washington,. Pennsylvania ........ That as such ...... ~-eeutc:n~ .................... deponent is familiar with the affairs of said estate and the property con- ( l•:x.,r.u t.or-Aclmi nistralorl stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes 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 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. I 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, whethe.r in decedent's immediate possession, standing to decedent's credit in banks .' , --· . ~. c,_ •--'-of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also 1separately the accrued interest thereon, if any, down.to the last ..:_·~nterest, day prior to decedent',s de~th :i.n the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debt-edness (J.f ·the Uni-ted States to the decedent; all obligations, whether by statute or agreement they are des~gnated as tax free, of the United States, or any state, or political subdivision thereo~ or of any forfign-eountry, ~hich are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent dt 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 to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. r:;'" In the case of securities of close or family corporations, the values reported. are as far as possible subs~ant~ated by financial statements of the corporations, showing the ass'ets 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 valu~ thereof, any other property owned or bequeathed _by the decedent at the time of death,. The Schedule C attached he~eto and made part hereof sets forth a true answ.er 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 proporUonate share received by each transferee and all other facts ~f .. a_ }lfrtineflt natur~ rega..!:di~. said t~~~~sfer~~ I~ .. the .cas.~ of .t.ran~fers1 i~tended to take effect in possession or enjoyment at or after death, there is also attached~to the scne-dule a co~y of the deed, trust agreement or other instrument creating the trust. TherA is also set forth in said schedule a list of all property, real and personal, w~t)l its val~, which p.a~·_seso~S decedent's d~ath by virtue of the exercise by decedent, either iridivi~ually, or jointly with another, or a~y power of appoint- ment vested in decedent, either individually or jointly, by the will, deed;1 or other in~trument of another, .I • ~ .. _ ( fi ..l. ' with a copy of the instrument creating such power attacned to he schedule • . i. ..l. L ( .. ( .. \ 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-'.10,;' J.l 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 vest! ture of real estate and the date of acquisition of personalty, plus th~ name, .address and relationship, if any, of co-owners to the decedent. ""_[ 0 1 • • • i ~-0.1. '·· • :-t. e_c.,. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, ineluding 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 chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and al!owed, 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 .. , ............................ .. Mellen National Bank and Trust Company (by) ~~~"tOffj_-;;~r ................... s·~ .... -~.~~~~b~hJ'n"Y'"Ave ... i ............... --·· .................. tb1:~~o!:,~ .. -~!lnn~t)n;ia ......... : ................ .. . e2(}d (}_. -................ :., ... , ..................................... day of ......... ~ ....................... 19 .. 7,.~ .... .. ..... , .............. :·······-.... ~ .... 'O:J..~ .... ~:f' ~~~KiR'tt'"f·Wt.::::y .... P-.1vlic . . , Washington, \'/ashi'1gton C~~nty, Pa., My CommiSSIOn Expires . October 14, 197Q NOTE: Be fore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (l:li4i . . COMMONWEALTH OF PENNSYLVANIA DJ:PA~TMENT 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 held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th 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 "!fEAR 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 DEATH In this spoce) to be listed on Schedule "F" and must not be deducted from this schedule. NONE ' I ~· . ! ,. t • Insert this total opposite "real property", Schedule ''A" in the X X X X X "As Reported" column on the la.~t"-page of this return. ··. I ~~ '• • . /• -----------------------------------------------------------------------------------------~ RC£-35 . ~· COMMONWEALTH OF PENNSYLVANI~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT ·SCHEDULE riB" 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 lis~ed, 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe fully VALUE MARKEr VALUE (Do not write in this space) Cash, securities, etc., per c·opy of inventory attached hereto: $ 209,225.94 Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. $ 209,225.94 r RCC-3~ em'hlON'IK\LTH OF PENNSYLVANIA Tfl\.NSFER INHERITANCE TAX. ~SSIDENT DECEDENT SCHEDULE "C" TRA.NSFERS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes·or no)~t~Jo~--- (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)~'Mq~--- (3) If the answer to (1) or (2) above is in the affirmative state: 1 0 (a) Age of decedent at time of transfer ----- (b) State of decedent's health at time of makin~ 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 po~~eS$jon or enjoyment at or after his death? (Answer yes or no) Ne (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? ________ __ (5) Did decedent in ·his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or implie4ly re5erves 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 th~· property transferred? (Answer yes or no) --~N~o~----- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~N~0~---- (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 consi~eration for which was tra11sferee' s promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) 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 ye~, 5et forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees ·to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION 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) -----------------------------------------------------------------------------------~-, R~C-37 {12-63) .. • 0 • • J C'Ol\tl\ION\{EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX - RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED ~ ' (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH American Cancer Societv !!; 'i .000 .00 loiT~ !'!hi not.nn P.!:l .... . ' "\.. c:.. t, .. ... r.r~ ~).,~ .+ ,... C\ +'. •~w••.,...•owvu vv•A.uw.r "'"'"'~"vJ .._...,.., r.,..innl Pr'i r.hi lr'I,..Pn ~ A r'111lt.~ t:: _ooo.m . " W,qshinl7t.nn ~ I l.l r.h11,..t'h nf' t.h<=> (', ll"'t. J c:: nnn nn I ,., w~shinot.nn p,q 'f'hp h.!:ll.!:lnf'P nf nPC"PnPnt.ll'! P c:::.t . .!:l +.<=> 'W"i ll ·...,.; rl; "lt. ,..; hllt <=>rl to various individuals (all collatera s) in variou s amounts .::~nd ;;:t,<:7P.S ( =l.P.P. Will) 1\T,.+o• (!.,,. ....... ., r.r ·.r. "' """ "' ...J A D T ~1 ·'-. ..1 -·o-' -~ -· -··~ ... -··-••• -.r "':""'' 1 ~~-•• mv.u v~v•· ...... ;.,.., +ho laHl1 hn+h .,....,..,,.J.,,..,., orl +).,., 'l'o ~+~+ ... ~.,. -, ~ .. " ' l·· f- f-· . ~ .-. II 1: 1: I' ' Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will 1 dmjpjstppQiJ Year P-'1 THE :\lATTER OF THE APPRAISEMENT ·Late of OF THE ESTATE OF · ·······Carolyn·M·.;·· Lyle······ ······· Deceased . . . Washington ................. . County of ......... Washington .............. . Commonwealth of Pennsylvania REPORT AND APPRAISAL I,· ,- ! t. t. " 1-. 1-· 0 h· (",·. 0 :: (. c. r-r.' (" : t h· ' ~ ( 1-I c. .. ! . . I ··vd-''00 i·~O.l.~THHSVN\ f:s Tl ! h\ .1 0 (J .31 S l ~ J ~ • 0 l'i J'd\1 :·ti Tl3 S.S fiH c HJ gz·HnroL )-. c.... I" r· f · · I·· & (] . j "''1 i 8 1-, !·.· ! ,_ : ..... (Executor-Administrator must complete "As Reported" column #1.) C1 .., ,.,: 0 r:· "' "' ....., II> >< II> C"' ~ t'%:1 "'· .... II> .... CD ~\. ~: ~ ~'\ : ; .. \:\··· ~;_~: 1 ... :~·~ 'C.....'' : .. ' . ". ,...., .., II> ::l "' (t' .., "' ~ C'5 : .00 fh '"'d ~ CD C1) .., e. "' 0 ::l '"'d e. .., 0 '"'d '0 CD .., .., 0 ~ "0 CD .., .-? '-< en c:: ~ ~ > ~ en en >-<: () () ?"' ?." ~ ~ -619 -619 ~ > "' -;o ~-~ fS "0..,.. o- VI .., -• (t ""' c.. ~ .. ,. I I I Form RC C-10 63-69-1139 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J OF 4. ~FICE OF THE REGISTER OF WILLS WASHINGTON COUNTY AND AGENT OF THE COMMONWEALTH THE SUM OF . . . . . . . . . . . . .6...1. .. 7 .. 'i..k .... t. .. P.~. ~t:;;~~JJ]/ DATE .l '1CI'1 Oct. 1~ IIU Jan. Oct. ~ I I 1 Mar. J./UI/ Nov. 19.110 Mav 196 fJ n.,.r Register of Wills, A ESTATE OF CAROLYN M. LYLE LATE oF __ W.;_:.;a..::s..::h=i:::.:n;£;;g~...:t..:o..:n~,:__P_e.:.n::' ::n:..::s..J..y..:l:..;.v..:a:.::n::i:.::a:__ ____ _ July 10, 1970 October 5, 1969 DATE OF FILING APPRAISEMENT -----!.-~-----OATS OF DEATH ______ .:._____;____;, _____ _ NO. OF VOUCH Ell! 29 29 20 20 24 24 3 4 R 1 1:. NAM&: OF PAYEE REMARKS Washington County Reports: legal advertising Observer-Reoorter: LeQ'al ad ertisin2' Joseph P. Ames: Jewelrv applraisal Register of Wills, Washington County, Pa.: Court costs, as follows: 10/29/69 t'rob.ate of Will and j.\Jine bhort Certlflcates 11/5/69 Seven Short Gertificjites 6/24/70 Filine: inventory $ 41.50 7.00 13 00 AMOUNT 14 00 .. 14. ()() 1() ()() 10/20/70 Certified copy of Wi 1 14.50 "' 76 00 Schmidt, Allison & Townsend: Attorne_ys 1 Mellon National Bank and Tru~ t Company: Executor: 11/24/70 Payment on account 3/24/71 Pavment in full fee Compensation as Grant E. Hess, M.D.: Profe~sional services Piatt Funeral Home: Funeral ~xpenses S Whites Sons: Grave marke All securitv transactions are shown as net. Accountant re- quests deduction for brokerage charges as follows Register of Wills, Washington ~ounty, Pa: Filing cost for First and Final Account • q !;()()' ()() • 25 00 ., 1,370 50 135 00 350 00 706 56 40 00 Clerk of Orphans' Court: Audi costs to be assessed per DecreE v 110 00 ~21, 746 06 ---~~-~--+----------------~---------------------~------~--- W h . t se· COUNTY OF as lng On . COMMONWEALTH OF PENNSYLVANIA } I Arlie W. Ott, Trust Officer, Mellon National Bank and Trust Comoanv • HEREBY CERTIFY.' THAt. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS. FUNERAL EXPENSES AND EXPENSES OP' ADMINisTRATION suBMITTED To THE ESTATE oF Carolyn M. Lyle INHERITANCE TAX PURPOSES. ' · .. I?TotaJ·y Public POLORES 'p; MEREDITH, Notary Public. Waahlngton,.Wa~hing:on County, Pa. ~" . .-MY 1Commission ExpirJtS ' 1, ·January 28. 1975. DAY Of' ~E/,-·~~ AS DEDUCTIONS FOR /j~_tA}t)cr cL.6.) (./Trust Offlc-er R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFIER TO NOTICE OF FILING OF APPRAISEMENT ~ffiLLON NATIONAL BANK (WASHINGTON OFFICE) (Executor or Administrator) In Re: Estate of ___ C;;;..:A:.:..:R:..:.O:::..:L=.;Y""-'N~~~f.!..... ~Lr=..Y"'"'L~o~~E!.L' ___ __;_ __ -----~W':u.A1JS..a.Hu..~.I..I.liN:.I.1Gt...~T,...~,Q,I.l,:t'li-J ----County -File No. 63-69-1139 You are hereby notified that the __ ~~o~r~i~g~i~a~a~l _____________ _ appraisement in the. estate of Carolyn }1. Lyle has been filed in the office of the Register of Wills qf lrJ'ash.in,aten County on July 1 0 , 19....20 Said appraisement reflects· tne following valuations: Real Est ate __ _..:... __________________ _ Person a 1 Property -------=2~0='-94, ~2J62 ..... Sz... . ....;9:z.:4::~:-_ Transfers ______________ ~~~~~~-- Total ______ ~~·~2~0~9~,~2~2~5~.~9~4~ As to such ~ax that is paid within three months.from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per an.num is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~JHu+l]v~~l~O~.~,~l~9~?~0~--- DATE OF DEATH: Oct. 5, 1969 Note: This is not a bi II. j .. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ~================================================================================ .Estateof LYLE, CAROLYN M. DATE OF DEATH 10-5-69 FILE NO. 63-69-1139 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ __:\:.:.:VA=S:..:.H::.:I::..:N:..:.G.=....=Tc..:O:..:N..:..J ______ , 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: 07-10-70 Y,~_/ --A--- INHERITANCE TAX APP~R 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 VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $-~~~--4---209.225 94 209.225 94 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 209 225 94 annuities . . . . . . . . . . . . . . . . • . . s--------4--- I EST ATE TAX ASSESSMENTS $ __________ .J..__ 209.225 94 I FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ---------+---2% Tax on $-----------4--6% Tax on $-----------4--5% Tax on $-----------4--10% Taxon$ @) Exemptions • Total Estate _______ _._ __ TOTAL TAX $ $ $ $ $ $ Less tax previously paid BALANCE Less 5% of tax if paid within $=======l== $--------4-- I 3 months after death $======= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to -----I AMOUNT OF ESTATE TAX ASSESSED $-----------1--- Es tate tax paid $ _____ __J, __ BALANCE DUE (*) $ $ $ ___ ___J_I_ Add interest at rate of 6% from -----~·10----- TOTAL TAX BALANCE : ===========~~=== PAID $ _________ ....~_L,___ FOR USE OF REGISTER ONLY ADJUSTMENTS VALUE AS REAPPRAISED $ ____________ ~--- I As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. ~-------------------------------------------------------------------------------------- Will l Administration. f I;1o. ·. · · · · · ~ .... Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased ,. Late of County of ..... . Commonwealth of Pennsylvania REPORT AND APPRAISAL 'i . Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ........... ~ .. ~.!Y ..... J.9. .. , ...... J .. ~.?..9. ......................... . DEPARTMENT OF RE\'ENUE t --,.,.._ BUR.EAU OF COUNTY COLLECTIONS RESIDENT INHERITANCE TAX • couNTY ....... ~~.?..~ .. !.~.~~.9..~ ..................................... .. HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO •........ §.}.:: .. §..~ .. : .. ~.! .. ~.-~ ...................................... .. CAROLYN M. LYLE EAST WASHINGTON Whereas, ...................................................................................................................................................... late of ............................................................................................................. .. in the County of .............. W.A.S..B.l..NG.T..O.N ................................................................................. Commonwealth of Pennsylvania, having died on the 5th day of October 19 69seized and possessed of an estate ................................................................................................ ............................................................................... ............ , subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. R. CHANEY an appraiser duly appointed according to law, ....................................................................................................................................... , having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fi..'< 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 I Description of Asset Values Made for InherItance Tax Purpo1ea $ REALTY: 1\.TfYI\ID NONE A ~A·~ PERS • . . As per Schedule "B" attached 209,225 94 I I i I.OTAL 209,225 94 I l I I ! ' I I I ' form~;v:~h b~': ::~h~w<>rfl "'/$~:· ~:; .~·~~~~~~bo~e:•~_;i;~~·~:l~: ppratser ............................................. ~ .......................................................... (!C er and reet) .2 .............................................. ...................... .... ...... .. ..... d. . -:, ~.. ;, Penna. (Post Ofllee) ,--------------------------------------- _____ ................. -~~ ................ WASHING.T.O.N.................. ;-~ o u-nty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CAROLYN M. LYLE Deceased. Late of I EAST \vASHINGTON Date of Death, ................. .9.9.t..9P.~T ..... S. .. t ..... .+..~.§-~--- Appraisemel!t Docket Vol., ......................... }.~ ................... . 17-7 63-69-1139 Page, ................................................ No ............................................. .. 7-10-70 Filed in Register's Office, .......................................... 19 ........... . Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, ................................................................................................. .. Examined and Approved, ........................................................... . Wrote abo.ut Appra-isement, .................................................. . Appeal f1'om Appraisement, ..................................................... . Entered and charged, .................................................................. .. .. . . ··vd ''08 NOJ.::.:d:!HSVA\ s-Ill,!,!\ .:iO H3JS!Q3Cl -ONII.:h!~ ll~~Sntl IL ~ • r _, .~ ... I . .. ~J ~ I _:·j , '· Docket No. I.J319QG PETITION FOR REFUND of Transfer Inheritance Tax. AND NOW TO WIT ~~Co~ 29• A. D. 19tl , I certify that the following is the action of the Board of Finance and Revenue of the Commonwealth of Pennsylvania in this matter: 11And now to wit ..... 2U· A. D. 1971 Refund is hereby granted in the amount of $ 68o.64 BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M. SLOAN, State Treasurer and Chairman J. SHANE CREAMER, Attorney Gene:ral C. DeLORES TUCKER, Secretary of the Commonwealth ROBERT P. CASEY, Auditor General ATTEST: ROBERT P. ~~NE·, Secr~~ .. r~1oifevenue ........ .dl~~t~: .(~ ....... :·: .......... . Secretary, Board of Finance and Revenue ,....-----~---~-~~~~~~-~·-----~-..-. --~.~--c.-.-~---...,. .. w ........ -w~ ~~~~~~~·~· ... ···---~~~~~~~~:_; RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA· DEPARTMENT OF REVENUE . .. . . . . No_ A 0 51 3 0 Q OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AN~ ·ESTATE-·TAX TWENTY-TWO THOUSAND EIGHT 'HUNDRED FIFTY and no/100 RECEIVED _________________________ ---=--~---:-:--------dollars representing Pennsylvania Inheritance or .MELLON NATIONAL BANK, WASHINGTON OFFICE Estate Tax due from the following estate: From: _________________________________________________________________________________________ m MR. ARLIE OTT, TRUST OFFICER Address ____ ~~~~~;=~-----------------~ 2% Tax on $ $ • WASHINGTON, PENNSYLVANIA 15301 6% Tax on $ 0 File Nc. 63-69-113?oate of De 10-5-69 15% Tax on $ On Account January s, 1970 Date of Payment ---------------------------------1 %Tax on $ $ CAROLYN M. LYLE Nome of Decedent -------------------------------1 WASHINGTON County -------------------------------------1 Estate Tax, Act of May 7, 1927 $ ~ 0 00· 0 0 I TOTAL TAX CREDIT $ . ,&e6;60 Remar~s: .. ,I , .. . ~ ' Less five percentum of tax if paid within three months after 1 ,150·. 00 date of death $ Plus interest at the rate of __ %from ------~.,.. to $ lfOO~[p[l~@-illlf~ SEA~L . ,; NOTE: This Triplicate Receipt to be ;etoined 1C:. audit pu3Sesl 7-7 ' . . ~ . TOTAL AMOUNT PAID 22,850.00 ~ • Received by ~......f:,~:::::::=::::::t::::::::~;:::_..!....:.~~L.::::~~~___,_-------r..l NOrE: In accepting the transfer inheritance tax on future estates, prior to the death of the tenant or tenant lor years, as evidenced by this receipt: ii is understood that the Commonwealth not be· precluded or prevented from hereafter assessing additional inheritance tax at the death of th ~:=::::.:~~~~!..5::.~.!:.).:.__~~~:::::::::~~-----U life tenant or tenant lor years whenever it appears that such additional tax may be legally due and collectiole for any reason whatsoever. '