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Home My WebLink AboutOC1969-1267 - ESTATE OF LUNDY.... IItt!iqingtnn (tTnuttty ~!i5: I,.....~l:l~.~.~~~...~a.:r.i.I1.o.....Register for the Probate of Wills and granting Letters of Administration,in and for the County of Washington and Commonwealth of Pennsylvania: To ~~~?..~~~~y ~.i.~~.~. Administratrl:x of all and singular,the goods and chattels,rights and d 't . ,d'.t d h'h f Anna LundycreIsremal1'lmg una mInts ere ,w IC were 0 . ...............late of the said County, deceased,with a copy of deceased's will annexed,GREETINGS: Whereas,the said Arll1.8...1:J\lrl.c3Y . in ...He.r lifetime,made ..ll.e.r.last Will and Testament in writing, which was duly proved on the ..4.1 day ofN()y~l11l::>~.I'A.D.,I ..9.99 having,whilst ..Sp.~...lived,and at the time of )ft3:r'..decease,divers goods and chattels,rights and credits,with- in the said County,by means whereof the full disposition and power of granting letters of adminis- tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels, rights and credits which were of the said deceased,iJlXlXXJj~1fiU1K'l.~Dljll)VjU'l!.1'f~may be well and truly ad111inistered,converted and disposed of according to the tenor and effect of the said de- ceased's will and according to law,I do hereby grant unto you the said ... Edna Lundy Sitte,Administratrix C.T.A. -,. ..........'"(in whose fidelity in this behalf I very much confide,)full power by the tenor of these presents,to administer the goods,chattels,rights and credits MUlIl_ XXlTJJnKU8sUfi¥Jf,which were of the said deceased,within the said County,as also to ask,collect levy, recover and receive the credits whatsoever of the said deceased,which at the time of Her death were owing,or did in any way belong to....!1t3:r..and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to their rate and order of law;especially of well and truly administering the goods and chattels, rights and credits -a1X'lJl~D1&doK~which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inve'ntory and conscionable appraisement thereof,and exhibiting tbe same into the Register's Of- fice,at Washington,on or before the day of next,ensuing,and also a true and just account,calculation,and reckoning of your administration,upon your solemn .o.ath .......................to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said .. .....................................:E:~:rl~1Jtl.!l~Y ~~.t ~.e ". administrat rix C.T.A.of all and singular the goods and chattels,rights and credits,which remain unadministered and which were of the said deceased,with a copy of said deceased's Will an- nexed,within the limits aforesaid;saving harmless and forever indemnifying me and all other of- fieers against all persons by reason of your administration aforesaid,and saving all others their rights,&c. 11u Wrntimnuy IIqrrrnf.I have hereunto set 111Y hand and affixed the seal of said office at Washington,the ..2J.~.t~....day of ...~()"".ern1::>.(3r...in the year of our Lord one thousand nine hundred and ..s.~){.~Y':".l1i.l1~ ...............~. Register. ~) .,.......·.1 I:: C.-...CQJo.<....fn ~....~I::0 i.-E 0 ~:t"'CI :>i;CI:~<~:~.....(/)p:e ~....:1: 0 <11;:Jo.:;2;:a:»:;2;::::~:a:».... ./~--,: n ",\'#.""'~"1-"·""·-4;J~ LAST v-TILL A:·JD TFSTJlJ13£NT I,ANNA IXNDY,widovl,of the Borongh of Charleroi,1,,'!ashington C01.mty, Pennsylvania,being of sound mind and me:nory,do he reby make,publish and declare this to be my last Will and Testament,'in manner and form follOl.n.ng,hereby revoking any will or lvills heretobefore made by me. -~""'J'~":0.. FIRST.I direct that all ITfJ just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after my decease .. SECOND.During the marriage of my daughter,EDNA LF1IDY SITTE,to her husband,Joseph Sitte,I give and devise unto her a life estate in and to my real property improved with two dweJ.lings and a garage,located at No.433 Shady Avenue in the Borough of Charleroi,v.lashington County,Pennsylvania,to use,enjoy,occupy, and collect and use the rents therefrom and to keep said premises in repairs and to pay the property taxes and fire insurance on the same,for and during the terril of her natural life and upon her death ;vhile still married to Joseph Sitte,I then give and d.evise the real property hereinbefore ~entioned,share and share alike unto NymCY HOSPITAL,of the City of Pittsburgh,Allegheny County"PennsylYania,and the NATIONAlJ POLIO FOl'HDATION}for the p~:oper use and.benefit of each;hm'if)Ver,in the event Joseph Sittee,my son-in-lmi,should pre\iecease my daughter,EDNA UTNDY SITTE,then in such case I give end devise the hereinbefore mentioned real property nnto her,my said daughter,EDNA U INDY SITTE,her heirs and assigns forever. THIP.D •Dm-ing the marriage of l1T.)r daughter,EDNA Ln;DY SITTE,:to her husb8.nd, Ji1.~ 1 . i'I i,; JOSEPH SITTE,I give and devise unto her the interest or dividends,on &~y money on deposit with the Ch~'rleroi Federal Sav.ings and Loan Association,located in ChErleroi, 't!ashington COLmty,Pennsylvania to use and enjoy,for and during the term of her natural life,and upon her death TtJh:Lle still married to JOSEPH SITTE,I then give and deTTise the money on deposit,share and share alike unto the I-iF,RCY HOSPITAL of the City of Pittsburgh,Allegheny County,Pennsylvania and THE NfrIONAL POLIO FOPNDtTION,for the proper u.se and benefit of each,hO~oJever in the event JOSEFH SITTE,my son-in-lavl, sh auld predecease my da1Jghter,.EBNA LlTl-IDY SITTE,then in such case I give and devise the hereinbefore mentioned money unto her,my said dm;ghter,E1JNA Urlmy SITTE,her heirs and assigns forever. • Page One ~p{,~1 T'I .f~~;..A,.-;.~..,.:....! T()stf.1 t.,rix,and of each other. hereunto All the rest,residue and remo.inder of my estate,real,peI'semBlFOFETHo FIFTH...I do hereby make,constitute and appoint W.ROSS ALLEN,of Sign{~d,sealed,published and dec18red by the abO"lTC named ANNA LlFJDY,as subscri.bcd om~names at her reql)8st as l,ritnesses thereunto,in the presence of said !H1tl for her Last l,rJill and Testament in the presence of us,l-mO have hereunto IN irJlTNESS 1,r.JHEREOl",I ANNA UTi\TDY,the Testatrix above named,have subscribed my name and affixed my seal.this 7 t1 day of J amwry 1959. Charleroi,PennS'lJlvania,to be my Executor of this my Last ''Jill and Testament 0 entitled at the time of my death I give,devise and beqlJeath the same 'I.mto-~;.;rJ dal1ghter,ErmA LTTtIDY SI'I'TE,for her mill proper use and benefit forever. and mixed \·Iheresoever situated of 1~~lich I may be possessed or to which I may be ..OFFICE OF THE REGISTER OF WILLS AND CLERK OF.THE ORPHAN'S COURT WASHINGTON COUNTY WASHINGTON;PENNSYLVANIA \5301 ~~-'" \~ ~ ~~/(~ ~ .~ ~~ Y 1267.69 tt Y 1267.69 It ACCT 110.00 5 TOTl 110.00 4§8013:08FEB.Ol·93~CHECK 110.00 UINE 05 )I . RECEIVED OF .i h {Ii.>.Jj {iAl-i:(#.,-,/1 "IVBY~IltA"ltlIV /-fiY1--/::;~ KJthleen Flynn Reda'}/ No.30918 l\ffi~auit (@f iExerutnr (@r l\bmiuistratnr ~tatt of 'tuu.ayluauia } Qtnuuty nf lIa.a4iugtnu .a.a: Personally before me,the undersigned authority,a """No.'j;.a":rY...P.~li~L in and for said County and State,appeared J!!P.M~.J,Jm.P.X..RJ'r.I'Jt who,being duly sworn according to law,deposes and says that s he is the ex'ecutor or administrator of the es- tate of ANNA..L.UNDy deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .._A~_JN@I._., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. d Swforn and~~C:~ib~be1fore10me this ..L.9.f./Z..}~~~~. ay 0 ................~....."....~-~inistrator ..i".f "p".ic·........ ADDITIONAL INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. 1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 " ~~UUtutnry aub 1\pprai.atmtut of the goods and chattels,rights and credits which were of A~~~~J...t p..~~.~a.!?~q..,late of ..9.h~.r.;l;.,~r9.i..J . Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS REAL ESTATE Two frame houses,Lot No.531,Borough of Charleroi, more specifically described in Deed Book Volume 428,Page 222.15,000 00 PERSONAL ESTATE Charleroi Federal Savings &Loan,Account No.2645 Charleroi Federal Savings &Loan,Account No.7412 9ha:r:leroi Federal Savings &Loan,Account No.9147 First National Bank,Charleroi,Account No.1324 First National Bank,Charleroi,Checking Aocount I,>ittsburgh National Bank,Char1eroi,Account No.16409 1956 Plymouth Coupe Insurance Proceeds,(Payable to Estate) 10,000 00 2,597 29 9,869 53 5,972 14 4,935 ,97 435 10 50 00 1,600 79 Total 50,460 82 /cZ ~3 ~3-~9-/~~7 Inventory and Appraisement IN THE ESTATE OE' .~', ANNA LUNDY,Deceased,.....................................................................:. Filed :.19...70. . :... (S (,, 1'1 iii iII ! i.1" ~.~.~:p.:-.i:n ~ (.f)(;--'c::::.......,.......~4.('f~§"fS ---t ..-"~'r---2 c...~""--no-c--"')-;. 0";""::J.::.:: '""0'0:>-(j) ~ -_J C' f:.-:::'l,-j ---~ ....,,).. -..I' L~...J,i- v..;. -n ~-'- ,...,...-l c£~,'~ C'·_. _'! L L (Jc. 1illRIAN V.SANNIER Attorney At L,aw AA?/~ro~~Z() .....-5 . STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duJy sworn according to law,depose s and say s that the above account as stated is true and correctas ahe verily believe, Sworn and subscribed before me thiS /~. day of ~_ .19.1'~. .~\11'",~........... C»ARlf.ROI BOROUGH,WASHINGTON COUNlY MY COMMISSION EXPIRES JANUARY 7,1971 ....~~.§?sfltk .... Warshington County,ss:I do certify that I have given legal notice 'to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No..6$-::_71):~:_7.¥{)::.: Witness my hand and official 'seal thiS ~O~.. day aL ~·.·Oiii···;·19.7J2.._~.ll~--------._.. Register of Wills _._~~ o o ...., l-< OJ);:l 00 ~Q) ,Q...., 0...., ~OJ...., ~OJtilQ) l-<"" .,~""f'I '.I I;,,.~.ft.!;;, HUSSELL };,\rUNO REGISTER OF WILLS Wt~SHINGTOf'J CO ..Pt\. ~ \) ~ "- \ ~: ~I ,i ~j '\3.[ o~z -'.s:.' ." \ \ ,.,..,~ ~ ..."- .;_.."~ '" .~ // /'/ ( The Court is respectfu Ily requested to determine proper di'Stributi~i'S estat~."'" £/~.z:~__./.~-n~~._.. Counsel for Accountant -~ .......~... FIRST AND FINAL ACCOUNT OF EDNA LUNDY SITTE,ADMINISTRATRIX,C.T.A. OF THE ESTATE OF ANNA LUNDY,DECEASED The Accountant is charged with the following: As per Inventory and Appraisement Total Assets of Estate Total amount of Credit claimed by Accountant Balance ,..;-4 $50,460.82 50,460.82 6,110.66 l $44,350.16 r. ESTATE OF ANNA LUNDY,Deceased The Accountant claims credits as follows: , Date Payee Remarks Amount "?-.'",,-r"" 12/22/69 Harold Schrock Fmeral Bill $1,550.00 12/22/69 Joseph Sitte Administrative Bond 120.00 12/22/69 Adrian V.Sannier Reimbursement costs advanced: probate will and legal advertisements 61.75 9/28/10 Edna Lundy Sitte Reimbursement costs advanced: ambulance bill 10.00 9/28/70 Edna Lundy Sitte Reimbursement,nursing service, Mbn Valley Health Service 1.00 9/28/10 Joseph Sitte Reimbursement cost advanced: tombstone engraving 14.00 9/28/70 Joseph Sitte Reimbursement cost advanced: fire and liability insurance 167.00 t 9/28/10 Joseph Sitte Reimburse.ment co~t advanced: decedent pa.inting contract owed at time of death 371.08 9/28/10 Joseph Sitte Reimbursement cost advanced: 1910 Realty taxes.!<.;:y'".,260.04 9/28/70 Adrian V.Sannier Reimbursement cost advanced: one short certificate $1.00 Certificate of title transfer automobile 7.00 Advertising of Estate: Valley Independent 10.15 Washington County Reports 14.00 32.75 9/28/70 Edna Lmdy Sitte Family Exemption 1,000.00 9/28/70 Adrian V.Sannier Attorney's fee·2,523.04 Total amomt of.Credit claimed by Account~nt $6,110.66 (' Washington County Reports Washington;Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS,was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ......~~~~~y.~.!~?.."?..?..L..~.?..?.9.. that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the ~:~~~m~~~_Cl~.:~~~ Editor Sworn to and;s scribed before me this ....??.~~~ay of ~.~.~.~.Y.,19 ?.9..!.. ..........~.~~.(!,..&~ KATH Notary PublicERINEC.NICHOLAS,Notary Public WashIngton,Washington Co.,Pa. My Commission Expires ~Novemner 1,1973 Estate Notices The Register of WiJIs has granted letters,testamentary 0\: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. •••••• • •••• •••• •• LUNDY,.AN:NA,Dec'd. Late of Charleroi,Washington County'Penna.' Executrix:Edna Lundy Sitte 433ShadyAvenue,!Charleroi,Penna.'Attor~ey:Adrran V.Sannier,411 Washmgton Ave.,Charleroi,Penna. ·'..... ;.-.,., Proof of Publication 01 Netic.in The Valley Independent Affiant further deposes and says that he is General Manager of The Volley Independent,a daily newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and that all allegations in the foregoing statements as to time,place and character of publication are true. COpy of NOTICE ~~~~:~~~s~~~rl~~ roi 'Washin~deceased,hav-ing'been g Register .of Washington C ,is;hereby giv-en to all person's",ea to said es-,tate to make immediate,payment,and I to those .having ,C,la!ms:t"gjinst the sameI'to present them'w,thou\:,Clelay to Edna IlLundySitte;exec'utrix;'~~33 Shady Aye-nue Charleroi,Pa.Adroan V.Sannoer,Esquire,attorney,411 Washington Ave-nue,Charleroi,Pa.1;2,9,16 ",~,--,- CHARU:~:.•..Notary'·PUblica..,s'cn V'~.,\.",,,'"lonG,'•c'-'0 '0'~x"'i'\1S'r.\y v:..r.1 -~.'..,My commission expires -'·'""~,,~"l.i.:,···~>:.,·,~·.:.7.;...:.:.',:\;.:.7.:.'_ STATEMENT OF ADVERTISING 'COSTS: Adrian V.Sannier,Attorney at Law 411 Washington Avenue Charleroi,~.15022 TO THE VALLEY INDEPENDENT,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dotes . . . . . ...$10.00 Notary ,.,$.75 -, Total ................................".... lECEln FOR ADVERTISING COSTS The Valley,Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certifies that the same have been duly paid, THE VALLEY INDEPENDENT By 1/2/70 t/:J, j ,I"" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNi. ORPHANS'COURT DIVISION \;J. IN RE: ESTATE OF ANNA LUNDY. ~Deceased. ~zZIIIII. i~BEFORE: l!lz iUl~ ti APPEARANCES:ii:Iii E ~UE TIME::l., ) ) )No.1267 of 1969 ) ) ) ) HEARING ON AUDIT :'. THE HONJRABLE P.VINCENT MARINO,Judge of the said Court. ADRIAN V.SANNIER,ESQ .•of Charleroi,Pa., representing the AccountaIft. Monday,December 14,19~0,at 1:30 o'clock P.M.,EST. attorney is A drian V.Sannier.Mr.Sannier ? also.The estate consists of real estate,one parcel of real estate deceased.The Administratrix CTA.as Edna Lundy Sitte and the MR.SANNIER:Your Honor,all t~e debts are paid on this estct e ..'-10 Number 1267.of 1969,the estate of Anna Lundy,ai THE COUR T:II:IIIl-II:oII.III II: ~:loU ~Uii:...o and cash ard some back accounts at Charleroi Federal Savings & Loan.The real estate is se t up into a life estate with the remainder interest either to go to the Mercy Hospital of Pittsburgh and the National Polio Foundation or the life tenant,depending upon whethE r or not the life tenant's husband survives her.So we have ·three " contingent remainderm en in this estate.We would like thos e alloca ions .made for the payment of the Inheritance Tax. In addition,I have written to both charities,I have enclosed my notice to them,informing them of my thoughts or 2 e <l:Z<l:>..I>-til Z Z IIIII. i0~l!lZ .. itil<l:~ the intention of the Will,I have enclosed within the Audit Petition a letter from Attorney--I forget his first name,his last name is .Miller---of Kirkpatrick,Lockhart,Johnson &Hutchinson,agreein' with my interpretation of the Will,I talked with Mr.Miller by phone. He said he would not be present on behalf of either Mercy Hospital ot the National Polio Foundation unless there was some dis pute on t this and I assured him the Executor was not disputing it if the inten ion a:I-!!! Q of the Will was as I haVe indicated to the Court. ~~THE COURT:Are there any outstanding claims? ::l"l:r:•..'5 MR.SANNIER:No,Your Honor,The taxes have not been paid dec edent's es ta te ? due to the fact we wanted the Court to make a proper ratio. ) .-' ., oi0:I!!0:oII.~THE COURT: ~0:::loU...<l:Uii:...o THE COURT: Court. Is there anyone elsein Court i:mie'.L:eSt:€iIl.in this (NO RESPON3 E ) The audit of this account is ordered closed by the (A UDIT CLOSED) i'\ \I!t J.) ,.... ~z0(>oJ>-~I hereby certify that the proceedings and evidence are containedz IIIll, i fully and accurately in the notes taken by me on the hearing of the abovee Clzx caus eJ and that this copy is a correct transcript of the same.UI0(:= ~ii:l-UIii oJ0( § C::I., ~1\1 uiII:~The foregoing record of the proceedings upon :th~hearing of theoll, III~above cause is hereby approved and directed to be filed. II:::IoU oJ0( Uii:II.o ,• ,F'..,f -J .,",,;I' (, I I ,..J~\J:,' .J ..,~."~'! ...•.J.J j_,, c (' .,. ,- ~ """,".-....'~-~f --.-~j •••,.j l',) :"J fc--1 "'""-- .',.,J ..) PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J E f ANNA LUNDYstate0 - --. Deceased 69-1267No A.A. Fiduciary ~P~~..~~~..~~~~,. .................J~~:J:~:t!r.~tr.~..~.'!..~.!..~.!. Date of Date of Decedent's death ~~P:t!.~~1?~.~..??I.)·.~~~Grant of Leltters ~~!~1:?~.~..~~"~~~~. This is the .r.~r~~.Jmg..~.w.~l account filed in this estate If there have been former accounts filed in this estate,list file number or number and term ~.?~.~. Election to take Under or ~will.(cross out one) Date Election Place of; Filed Record . Name 'of surviving spouse ~.~~~__ . List issue,where material: Did decedent marry after execution of will?(indicate)fu No.Any children born after execution of will?{indicate} ~.No.If answer yes,name them _ __ . -----_____-----_-__._---_._--__-_.___----_-___.._-__.:_------.---..---..------_.____--_.._---..----_____. Leg,atees Edna Lundy Sitte Relationship Interest Fiduciary,if deceased or not sui juris Daughter Life Estate sui juris Cont.remainderman res.legatee National Polio Foundation Mercy Hospital Charity Cha,rity Cont.legatee and devisee Cont.legatee and devisee '.sui juris List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None If partial intestacy,give facts:Not applicable Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c>received written notice of the filing of the account arld-o.f call of audit?Yes.W -- If any exception give cause::N~~~. File copy of Notice _- and date of mailing ~C?y.~~.~~..?Q,..J9.1Q .,,_ . Is estate subject to the filing of a Federal 'Estate Tax Return?~~: :_ _..___. Actual payment made on Pennsylvania'Transfer Inheritance Tax.Amount $ _..J.l.Q~.~__ _. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ...~.~.~~~~y...~J~~~,f.~Q.~~r:Y...7..1..~2Q~_.__. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. 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: Edna Lundy Sitte was given a life estate in the real estate and bank accounts at Charleroi Federal Savings &Loan Association.On these items the National Polio Foundation and M!rcy Hospital are contingent remaindennan.Also Edna Lundy Sitte is a contingent remainderman.She also is the residuary heir. Balance for distribution per account, Itemize any additional debits not shown by account: r Total additional debits (Add) Itemize any additional credits not shown by account: Adrian V.Sannier,Costs Advanced filing Inventory and Account Western Surety Company,Adminstratrix Bond Total additional credits (Subtract) Balance for distribution $....'4.,33.:1..,.19............... $ _. $19.00 120.00 $~}~.~.9.9.. $.~,.?+J!J~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1)Two (2)frame houses,Lot 531,Charleroi,Pennsylvania 2)1956 Plymouth , -. $15,000.00 50.00 ;--:'";'~-~~. ,,(, • ./ If Family Exemption claimed by Petition,give place of Record::. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Edna Lundy Sitte was the daughter of the decedent and lived in common household at decedent's death. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: 1)Real Estate --Life Estate in Edna Lundy Sitte, Contingent remainderman --National Polio Foundation Mercy'Hospital Edna Lundy Sitte 2)Bank Accounts --Charleroi Federal Savings &Loan Association Life Estate --Edna Lundy Sitte Contingent remainderman '--National Polio Foundation Mercy Hospital Edna Lundy Sitte 3)Residue --Edna Lundy Sitte COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~.?~doth depose and say that the facts set forth in the foregoing petition are true to the best of ~.~.~knowledge and belief. ......JH~9~'L to and subscribed before me thiS .!.y~d~y oi.~..p.'-~~mP.~r..1 19 19. 'Signature of Officer.:.&d~..C..~~e.,. Title of Officer ~~~~~~..~~1!~. ,..'OORIS f.HArc Office explres ··tJciiiJiY·pub1it;pia;f~;Dr:~ias1ifngtoii·Coiiriff . My'COmmission Expires June 12,1972 And your petitioner will ever pray,etc. ~d7~~~~~~~··;;~··A: ..~~~..~~~:.~~~~~~.·.~i ..'~.~.'.~~~!.~.~.·. ,- /,No..9..9...::..1g§.1.A.A. ,l 1",,.Estate of ANNA LUNDY.........-.---___--_-_.._.._- .\ ..-"~"0 I :f:'\,~;\::-; r:\\.~'...'>K_~-'-\",\ \\S"v·)"\\..\:\_..-~,,\C';,;.t\\J\·o~f"~.~.).....:.\v·\'AI)(t.....\.....-".'v",\\.~\\~\\,j \' "I \C,,1 ,\ ''"\',i"~' .,,\ :r·1 ~~..\, --:..,,,..~...I- -:.....'/1.",....."•~ .'-i",...,I"~ """""''',:-,(.f f'"r' '",'"~'":;-........r...... "..-,:;('~:' ~~f"': \',\\\\ PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Fiduciary..~.~~~..l!~!..?~~.'-_---_. Administratrix C.T.A. Deceased !I f I f il • • \. Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3~Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ....__.~~.;~~y! Attorney ~2 '>,~. l . IJ! <1!nuuty. ESTATE OF <1!nurt nf <1!nmulnu 'lrus nf lIus~iu!ltnu Jeuus!Jluuuiu.(@rp11uuli'<1!nurt i1ittiainu N 63-69-12670.__--''---'-__'--_ .Anna Lundy deceased In the matter of the First and Final Account of Edna Lundy Sitte Administratrix eTA ADJUDICATION AND DECREE "7 c;> And now December "",-,19-.11..,this matter came on for hearing, audit and distribution at this session and tes imony taken;and thereupon,upon due consideration therif4t~e9~aLq,nce for distribution in the hands of the Accountant is determined to be $ ,.10 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 po ereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account ---------$44,331.16 Additional credit asked at audit 139.00 Balance _$44,192.16 Deduct Clerk's Costs &Receipts i Attomey__=A=d....r..:=i=a~n=___:.V.....:._..=:S~a~n=:...nt.o=i~eOAr I Russell Marino,~lerk O.C.,costs in certifying real estate to Recorder, Olga O.Woodward,Recorder,costs recording certification of real estate, $27,997,34 1132.32 $42,997.341/~.197:l 'fi2(l11aa.3;). ~7JL~.~ 1066,70 65.62 384.88 424.851~1TheCommonwealthreservestherighttoappro-! priately assess and collect any additional transl- fer inheritance tax that may become due by rea- son of the life tenant Edna Lu~dy Sitte being eligible to receive the contingent inheritance in greater share than presently appraised,as set out in the will, Tax presently due, Interest from 12/22/70 to 12/31/71 Edna Lundy Sitte,daughter,life estate unaer the terms of the will as set out in Paragre.ph Second,said real estate as hereinbelow des- cribed.,held In kind and dis tributed as such at the appraised value, Russell Marino,AgErt,transfer inheritance tex: Life estate in Edna Lundy Sitte,Real Estate, tax,$256.97 Life estate in Edna Lundy Sitte, Personalty,tax, Residue,Personalty,tax, 0 ~.f: ..... ~ :l Z 'n -+9 ~ 0 :; yot. c:(1) ~a 3 0 0 0 ...............~ M~ .., t ..,.0 tr --+ = :; III (1) ~s, s+I) ~+I) +I) r " I . (' 'J •r ..,.. ',,''. First National Bank and Tru8t Company,Trustees under the terms of the will as set out in Par- agraph Third,in trust for Edna LUndy Sitte, bank accounts in the Charleroi Federal Savings and Loan aS8ociation,22466.82 Edna Lundy Sitte,daughter,residue,5530.52 $5,530.52 No balance -..' RFAL ESTATE TO BE CERTIFIED 'ID THE RECORDER OF 1I1:A.SH INGTO ~COUNTY I BY THE CLERK OF THE ORPHANS I COURT DIVISION Anna Lundy,devisor,to Edna Lundy'Sitte,devisee under ~he terms of the will,of all the right,ti tle and interest of the devisor in and to parcel r£real e state .~esc,ribed as,VI2: ALL that part or parc~l of land situate in the Borough of Charleroi,Washington Courity~Pennsylvania,identifie~as Lot :.'.~,.,1 Number 531 in the Borough of 'C~arle'roi,Washington Count IT,Penn-, " sylvania,improved with the erection of Tjo Fran:~hOU8es pareel "f •t1I0r~specifically described in D~ed '~ook Volume ~e8 at pa e 222. CERTIFIED TO RECORDER:JANUARY 11,1972 1 ) t 't .1 .' •J • '.r .) J1 0 ~z.....:::J ~~.n ...? 0 ::rc(1) i i :::J 3.... t}~. 0 0 0 '=".....it....l ~C ... ~ 0"'"~...' t ::r.=.)(1) N ~.~•I f' .)." at 'I.•~~~..:;..,• I _J ~:;:J :>-rn :,2: (J1 (0 c:t:::' :r.--c.n rn C-"-«()cr,---L.-...l .~.rT' -'..::> (:>z ..';:"';l c-~-'i::>~....;. r -0 r C'):>-(j~t..,.., c:::;:l '\, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ANNA LUNDY,DECEASED ORPHANS'COURT OffVISION TRUST FOR EDNA LUNDY NO.63-69-1267 V- SITTE FIRST AND FINAL ACCOUNT ~ "CODE " TRUST UNDER THE WILL FILED ON BEHALF OF INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION SUCCESSOR TO INTEGRA NATIONAL BANK/PITTSBURGH AND FIRST NATIONAL BANK AND TRUST COMPANY,TRUSTEE COUNSEL OF RECORD MELVIN B.BASSI,ESQUIRE PA I.D.#05326 BASSI &ASSOCIATES,P.C. FIRM #6316976 P.O.BOX 11 111 FALLOWFIELD AVENUE CHARLEROI,PA 15022 (412)483-5502 j ,.,.' FIRST AND FINAL ACCQPNT FOR THE TRUST ESTABLISHED UNDER THE LAST WILL AND TESTAMENT OF ANNA LUNDY,DECEASED DATED JANUARY 7,1959 STATED BY INTEGRA TRUST C0~P~J~Y,NATIONAL ASSOCIATION TRUSTEE ANNA LUNDY,DECEASED:SEPTEMBER 22,1969 EDNA LUNDY SITTE,DECEASED:APRIL 15,1992 DATE OF TRUSTEE'S FIRST RECEIPT OF FUNDS:JANUARY 6,1972 ACCOUNTING FOR THE PERIOD:JANUARY 6,1972 - JANUARY 4,1993 PURPOSE OF ACCOUNT:INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION TRUSTEE,OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING THEIR ADMINISTRATION. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED.REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH: DONALD M.GAVETT TRUST OFFICER INTEGRA TRUST COMPANY, NATIONAL ASSOCIATION P.O.BOX 837 PITTSBURGH,PA 15230 (412)223-6441 ';.I ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE SUMMARY OF ACCOUNT PRINCIPAL-PERSONALTY RECEIPTS OET GAIN ON CONVERSIONS LESS DISBURSEMENTS PAGES 3 - 4 5 - 8 SUB-TOTAL 8 - 9 $23,271.91 1,905.33 $25,177.24 ./4,791.74 INVESTMENTS 9 -11 CAPITAL CHANGES 12 -14 PRINCIPAL BALANCE REMAINING INCOME-PERSONALTY RECEIPTS 15 $601.57 / LESS DISBURSEMENTS 15 -16 194.47 BALANCE BEFORE DISTRIBUTIONS $407.10 LESS DISTRIBUTIONS 16 79.03 INCOME ~ALANCE REMAINING COMBINED BALANCE REMAINING $20,385.50 V 328.07 $20,713.57 / ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE COMPOSITION OF NET BALANCES ACCOUNT VALUE PRINCIPAL-PERSONALTY TEMPORARY INVESTMENT $20,385.50 FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND (TREAT AS CASH) INCOME-PERSONALTY CASH COMBINED TOTALS $20,385.50 328.07 $20,713.57 *NOTE:ALL CASH IS INVESTED IN FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND 2 J ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL -PERSONALTY RECEIPTS PRIOR AWARD 01/06/72 EDNA LUNDY SITTE,ADMINISTRATRIX C.T.A. OF THE ESTATE OF ANNA LUNDY,DECEASED AWARDED BY ADJUDICATION AND DECREE OF DISTRIBUTION DATED DECEMBER 29, 1971 AT NO 63-69-1267 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION PROCEEDS FROM BANK ACCOUNTS IN THE CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION CAPITAL GAINS DISTRIBUTION 12/11/89 VALUE TRUST LONG-TERM CAPITAL GAIN DISTRIBUTION DATED 12/11/89 ON 410 SHARES CASH @ .2353 PER SHARE 12/11/89 CAPITAL APPRECIATION TRUST LONG-TERM CAPITAL GAINS DISTRIB~ION DATED 12/11/89 ON 290 SHARES CASH @ .1344 PER SHARE SHORT-TERM CAPITAL GAINS DISTRIBUTION DATED 12/11/89 ON 290 SHARES CASH @ .8944 PER SHARE 12/19/90 VALUE TRUST LONG-TERM CAPITAL GAIN DISTRIBUTION DATED 12/19/90 ON 410 SHARES CASH SHORT-TERM CAPITAL GAIN DISTRIBUTION DATED 12/19/90 ON 410 SHARES CASH 3 $96~47 38.97 259.38 45.51 23.78 $22,466.82 -------------------------------.,.--------- ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE CAPITAL GAINS DISTRIBUTION (CONTINUED) 12/19/90 CAPITAL APPRECIATION TRUST LONG-TERM CAPITAL GAINS DISTRIBUTION DATED 12/19/90 ON 290 SHARES CASH SHORT-TERM CAPITAL GAINS DISTRIBUTION DATED 12/19/90 ON 290 SHARES CASH 12/20/91 INTERMEDIATE GOVERNMENT TRUST LONG-TERM CAPITAL GAINS DISTRIBUTION DATED 12/20/91 ON 262 SHARES CASH 12/20/91 VALUE TRUST LONG-TERM CAPITAL GAINS DISTRIBUTION DATED 12/20/91 ON 370 SHARES CASH SHORT-TERM CAPITAL GAINS DISTRIBUTION DATED 12/20/91 ON 370 SHARES CASH 12/20/91 CAPITAL APPRECIATION TRUST LONG-TERM CAPITAL GAINS DISTRIBUTION DATED 12/20/91 ON 290 SHARES CASH $35.38 1.45 23.68 56.49 48.69 34.13 SHORT-TERM CAPITAL GAINS DISTRIBUTION DATED 12/20/91 ON 290 SHARES CASH __-=.:51=-=.,-=3-=..8 / $715.31 / $23,182.13 TRANSFER FROM INCOME -PERSONALTY ACCOUNT AMOUNT TRANSFERRED FOR INVESTMENTS TOTAL PRINCIPAL RECEIPTS 4 89.78 .~$23,271.91 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CONVERSIONS INTO CASH 01/10/77 $6,000 GENERAL ELECTRIC CnMP~~Y DEBENTURE BOND 6.25%DUE 07/15/79 PROCEEDS REDEMPTION $6,060.00 CARRYING VALUE 6,033.96 01/10/77 $5,000 BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION BOND 6.625%DUE 07/01/79 PROCEEDS REDEMPTION $5,025.00 CARRYING VALUE 5,011.04 01/10/77 $10,000 BELL TELEPHONE COMPANY OF PENNSYLVANIA BOND 6.375%DUE 01/01/79 PROCEEDS REDEMPTION $10,050.00 CARRYING VALUE 10,021.26 01/10/77 $1,000 FIRST NATIONAL BOSTON NOTES 6.62%DUE 07/15/79 PROCEEDS REDEMPTION $1,010.00 CARRYING VALUE 999.84 01/18/77 $399.00 FIRST NATIONAL BANK AND TRUST COMPANY SAVINGS ACCOUNT #0680939120 PROCEEDS WITHDRAWN $399.00 CARRYING VALUE 399.00 2,254 UNITS FIRST NATIONAL BANK AND TRUST COMPANY FIXED INCOME FUND B CARRYING VALUE $22,540.00 PROCEEDS REDEMPTION 03/31/82 -12/31/86 21,701.98 $6,533.29 FIRST NATIONAL BANK AND TRUST COMPANY MONEY MARKET MONEYTREE ACCOUNT 14-00120-9-86 PERSONAL PROCEEDS WITHDRAWN 08/02/83 -OS/29/86 $6,533.29 CARRYING VALUE 6,533.29 $1,954.55 UNITED STATES GOVERNMENT SHORT TERM SECURITIES TRUST FEDERATED INVESTORS,INCORPORATED FUND NO 52 PROCEEDS REDEMPTION 08/04/86 -12/31/86 $1,954.55 CARRYING VALUE 1,954.55 5 ( GAIN\LOSS $26.04 ~ 13.96 r- 28.74 ~ 10.16 ~ 0.00 838.02)~ 0.00 0.00 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE $7,222.82 6,398.00 $7,630.00 7,256.30 10/06/89 10/06/89 PRINCIPAL CONVERSIONS INTO CASH (CONTINUED) 200 UNITS EQUITY FUND-A PROCEEDS REDEMPTION CARRYING VALUE 700 UNITS FIXED INCOME BOND FUND-C CARRYING VALUE PROCEEDS REDEMPTION ( $ GAIN\LOSS 824.82 L-- 373.70)___ 10/30/90 159 UNITS SHORT INTERMEDIATE GOVERNMENT PROCEEDS REDEMPTION $1,593.18 CARRYING VALUE 1,590.00 1Q/30/90 147 UNITS INTERMEDIATE GOVERNMENT TRUST PROCEEDS REDEMPTION $1,406.79 CARRYING VALUE 1,405.32 01/29/91 26 UNITS VALUE TRUST CARRYING VALUE $311.48 PROCEEDS REDEMPTION 274.82 01/29/91 14 UNITS SELECTED STOCK FUND PROCEEDS REDEMPTION $188.86 CARRYING VALUE 155.12 05/17/91 13 UNITS VALUE TRUST CARRYING VALUE $155.74 PROCEEDS REDEMPTION 149.89 05/17/91 227 UNITS INTERMEDIATE GOVERNMENT TRUST PROCEEDS REDEMPTION $2,215.52 CARRYING VALUE 2,174.12 08/14/91 8 UNITS VALUE TRUST PROCEEDS REDEMPTION $97.36 CARRYING VALUE 95.84 08/14/91 8 UNITS SELECTED STOCK FUND PROCEEDS REDEMPTION $134.72 CARRYING VALUE 127.36 11/13/91 2 UNITS INCOME TRUST PROCEEDS REDEMPTION $21.38 CARRYING VALUE 21.04. 6 3.18 ~ 1.47 ~ (36.66)~ 33.74 ~ (5.85)~ 41.40 / 1.52/ 7.36 /' .34 ~ ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)GAIN\LOSS 11/13/91 4 UNITS INTERMEDIATE GOVERNMENT TRUST PROCEEDS REDEMPTION $40.32 CARRYING VALUE 39.40 $.92 --- 02/12/92 79 UNITS SHORT INTERMEDIATE GOVERNMENT PROCEED REDEMPTION $820.02 CARRYING VALUE 795.25 24.77 _ 02/12/92 76 UNITS VALUE TRUST PROCEEDS REDEMPTION $945.44 CARRYING VALUE 910.48 34.96 ~- 02/12/92 8 UNITS SELECTED STOCK FUND PROCEEDS REDEMPTION $145.20 CARRYING VALUE 128.42 16.78 ...---- 06/15/92 177 UNITS SHORT INTERMEDIATE GOVERNMENT PROCEEDS REDEMPTION $1,837.26 67.26 /CARRYING VALUE 1,770.00 06/15/92 256 UNITS INCOME TRUST PROCEEDS REDEMPTION $2,728.96 CARRYING VALUE 2,662.71 66.25 ------- 06/15/92 271 UNITS INTERMEDIATE GOVERNMENT TRUST PROCEEDS REDEMPTION $2,734.39 138.66 .",/CARRYING VALUE 2,595.73 06/15/92 294 UNITS VALUE TRUST PROCEEDS REDEMPTION $3,589.74 CARRYING VALUE 3,521.77 67.97 ~ 06/15/92 290 UNITS CAPITAL APPRECIATION TRUST PROCEEDS REDEMPTION $4,286.20 CARRYING VALUE 3,935.30 350.90 1-/ 06/15/92 253 UNITS SELECTED STOCK FUND PROCEEDS REDEMPTION $4,427.50 CARRYING VALUE 2,851.64 1,575.86 ~ 06/15/92 71 UNITS FIDELITY ADV EQUITY PORTFOLIO GROWTH CARRYING VALUE $1,819.73 PROCEEDS REDEMPTION 1,642.23 (177.50)--- 7 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)GAIN\LOSS $48,068.41 48,068.41 $48,068.41 FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND PROCEEDS REDEMPTION 02/17/87 -08/04/92 CARRYING VALUE TOTAL GAIN TOTAL LOSS NET GAIN PRINCIPAL -PERSONALTY DISBURSEMENTS $0.00 $3,337.06 1,431.73 $1,905.33 ~ 01/24/72 REGISTER OF WILLS OF WASHINGTON COUNTY,PENNSYLVANIA COST OF: ONE SHORT CERTIFICATE CERTIFIED COPY OF DECREE PENNSYLVANIA DEPARTMENT OF REVENUE PAYMENT OF PENNSYLVANIA FIDUCIARY INCOME TAX FOR THE CALENDAR YEARS ENDED 12/31: 1977 1988 1989 1990 1991 1992 1ST ESTIMATED 03/01/83 FIRST NATIONAL BANK AND TRUST COMPANY PREPARATION OF FIDUCIARY INCOME TAX RETURN 08/06/86 1986 WASHINGTON COUNTY PERSONAL PROPERTY TAX 03/17/89 INTERNAL REVENUE SERVICE PAYMENT OF FEDERAL FIDUCIARY INCOME TAX FOR THE CALENDAR YEAR ENDED 12/31/89 8 $1.00 _---=•..:::;5..:.0 $ $2.00 10.57 3.36 2.26 6.68 13.00 1.50 37.87 /' 75.00 56.26 36.29 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE DISBURSEMENTS (CONTINUED) INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION PRINCIPAL FEE FOR THE PERIOD 12/31/72 -07/21/92 01/04/93 CLERK OF ORPHANS COURT OF WASHINGTON COUNTY,PENNSYLVANIA COST OF FILING THIS ACCOUNT 01/04/93 BASSI &ASSOCIATES,P.C. ATTORNEY FEE 01/04/93 INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION TRUSTEE FEE 07/22/92 -01/04/93 $46.44 FORMAL ACCOUNTING FEE 600.00 TOTAL PRINCIPAL DISBURSEMENTS PRINCIPAL INVESTMENTS 01/12/72 $10,000 BELL TELEPHONE COMPANY OF PENNSYLVANIA BOND-6.375%DUE 01/01/79 @ 1.0021 $10,021.26 01/12/72 $5,000 BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION BOND 6.625%DUE 07/01/79 @ 1.0022 5,011.04 01/18/72 $6,000 GENERAL ELECTRIC COMPANY DEBENTURE BOND 6.25%DUE 07/15/79 @ 1.00566 6,033.96 01/25/72 $1,000 FIRST NATIONAL BOSTON NOTES 6.62%DUE 07/15/79 @ .99984 999.84 02/07/72 $399.00 FIRST NATIONAL BANK AND TRUST COMPANY SAVINGS ACCOUNT #0680939120 399.00 01/10/77 2,254 UNITS FIRST NATIONAL BANK AND TRUST COMPANY FIXED INCOME FUND B @ 10 22,540.00 9 $2,828.38 ~ 110.00 ~1,000.00 646.44 $4,791.74 c.--/' $6,533.29 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL INVESTMENTS (CON'FINUED) $6,533.29 FIRST NATIONAL BANK AND TRUST COMPANY MONEY MARKET MONEYTREE ACCOUNT #14-00120-9-86 PERSONAL 07/25/83 -04/14/86 $1,954.55 UNITED STATES GOVERNMENT SHORT TERM SECURITIES TRUST FEDERATED INVESTORS,INCORPORATED FUND NO 52 OS/29/86 -12/02/86 1,954.55 02/28/87 200 UNITS EQUITY FUND-A @ 31.99 6,398.00 02/28/87 700 UNITS FIXED INCOME BOND FUND-C @ 10.90 7,630.00 10/12/89 380 UNITS SHORT INTERMEDIATE GOVERNMENT @ 10 3,800.00 10/12/89 410 UNITS VALUE TRUST @ 11.98 4,911.80 10/12/89 290 UNITS C~PITAL APPRECIATION TRUST @ 13.57 3,935.30 10/12/89 610 UNITS INTERMEDIATE GOVERNMENT TRUST @ 9.56 5,831.60 10/30/90 257 UNITS SELECTED STOCK FUND @ 11.08 2,847.56 01/29/91 13 UNITS SHORT INTERMEDIATE GOVERNMENT @ 10.11 131.43 01/29/91 25 UNITS INTERMEDIATE GOVERNMENT TRUST @ 9.72 243.00 05/17/91 16 UNITS SHORT INTERMEDIATE GOVERNMENT @10.16 162.56 05/17/91 245 UNITS INCOME TRUST @ 10.39 2,545.55 05/17/91 25 UNITS SELECTED STOCK FUND @ 15.92 398.00 08/14/91 6 UNITS SHORT INTERMEDIATE GOVERNMENT @ 10 61.26 08/14/91 4 UNITS INCOME TRUST @ 10 42.08 10 68,453.91 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL INVESTMENTS (CONTINUED) 08/14/91 5 UNITS INTERMEDIATE GOVERNMENT TRUST @ 9 $49.25 11/13/91 7 UNITS VALUE TRUST @ 11 83.51 11/13/91 1 UNIT SELECTED STOCK FUND @ 16 16.98 02/12/92 71 UNITS EQUITY PORTFOLIO @ 25.63 1,819.73 02/12/92 9 UNITS INCOME TRUST @ 10.68 96.12 02/12/92 9 UNITS INTERMEDIATE GOVERNMENT TRUST @ 10.08 90.72 $68,453.91 FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND 12/31/86 -01/04/93 ********************* 11 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CAPITAL CHANGES 01/12/72 01/10/77 01/12/72 01/10/77 01/18/72 01/10/77 BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION BOND 6.625%DUE 07/01/79 $5,000 PURCHASED 5,000 REDEEMED BELL TELEPHONE COMPANY OF PENNSYLVANIA BOND 6.375%DUE 01/01/79 $10,000 PURCHASED 10,000 REDEEMED GENERAL ELECTRIC COMPANY DEBENTURE BOND 6.25%DUE 07/15/79 $6,000 PURCHASED 6,000 REDEEMED $5,011.04 5,011.04 $10,021.26 10,021.26 $6,033.96 6,033.96 01/10/77 FIRST NATIONAL BOSTON NOTES 6.62% DUE 07/15/79 01/25/72 $1,000 PURCHASED 01/10/77 1,000 REDEEMED FIRST NATIONAL BANK AND TRUST COMPANY SAVINGS ACCOUNT #0680939120 02/07/72 $399 PURCHASED 0~/18/77 399 WITHDRAWN FIRST NATIONAL BANK AND TRUST COMPANY COLLECTIVE FIXED INCOME FUND B (FORMERLY FIXED INCOME FUND B) 2,254 UNITS PURCHASED 2,254 UNITS SOLD 03/31/82 -12/31/86 $999.84 999.84 $399.00 399.00 $22,540.00 22,540.00 02/28/87 10/06/89 02/29/87 10/06/89 10/12/89 06/15/92 EQUITY FUND-A 200 UNITS PURCHASED 200 UNITS REDEEMED= FIXED INCOME BOND FUND-C 700 UNITS PURCHASED 700 UNITS REDEEMED= CAPITAL APPRECIATION TRUST 290 UNITS PURCHASED 290 UNITS REDEEMED= 12 $6,398.00 6,398.00 $7,630.00 7,630.00 $3,935.30 3,935.30 02/12/92 06/15/92 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CAPITAL CHANGES (CONTINUED) FIDELITY ADV EQUITY PORTFOLIO GROWTH (FORMERLY EQUITY PORTFOLIO) 71 UNITS PURCHASED 71 UNITS REDEEMED= INCOME TRUST $1,819.73 1,819.73 05/17/91 245 UNITS PURCHASED 08/14/91 _4 UNITS PURCHASED 249 UNITS 11/13/91 _2 UNITS REDEEMED 247 UNITS 02/12/92 ..--..2.UNITS PURCHASED 256 UNITS 06/15/92 256 UNITS= INTERMEDIATE GOVERNMENT TRUST 10/12/89 610 UNITS PURCHASED 10/30/90 147 UNITS REDEEMED 463 UNITS 01/29/91 ~UNITS PURCHASED 488 UNITS 05/17/91 227 UNITS REDEEMED 261 UNITS 08/14/91 --..2.UNITS PURCHASED 266 UNITS 11/13/91 _4 UNITS REDEEMED 262 UNITS 02/12/92 ..--..2.UNITS PURCHASED 271 UNITS 06/15/92 271 UNITS REDEEMED= SELECTED STOCK FUND 10/30/90 257 UNITS PURCHASED 01/29/91 -M UNITS REDEEMED 243 UNITS 05/17/91 ~UNITS PURCHASED 268 UNITS 08/14/91 ---.J!UNITS REDEEMED 260 UNITS 11/13/91 --..l UNITS PURCHASED 261 UNITS 02/12/92 _8 UNITS REDEEMED 253 UNITS 06/15/92 253 UNITS REDEEMED= 13 $2,545.55 42.08 $2,587.63 21.04 $2,566.59 96.12 $2,662.71 2,662.71 $5,831.60 1,405.32 $4,426.28 243.00 $4,669.28 2,174.12 $2,495.16 49·.25 $2,544.41 39.40 $2,505.01 90.72 $2,595.73 2,595.73 $2,847.56 155.12 $2,692.44 398.00 $3,090.44 127.36 $2,963.08 16.98 $2,980.06 128.42 $2,851.64 2,851.64 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE PRINCIPAL CAPITAL CHANGES (CON'rINUED) SHORT INTERMEDIATE GOVERNMENT 10/12/89 380 UNITS PURCHASED $3,800.00 10/30/90 159 UNITS REDEEMED 1,590.00 221 UNITS $2,210.00 01/29/91 -ll UNITS PURCHASED 131.43 234 UNITS $2,341.43 05/17/91 16 UNITS PURCHASED 162.56 250 UNITS $2,503.99 08/14/91 --.2 UNITS PURCHASED 61.26 256 UNITS $2,565.25 02/12/92 .J..!1.UNITS REDEEMED 795.25 177 UNITS $1,770.00 06/15/92 177 UNITS REDEEMED 1,770.00= VALUE TRUST 10/12/89 410 UNITS PURCHASED $4,911.80 01/29/91 26 UNITS REDEEMED 311.48 384 UNITS $4,600.32 05/17/91 -ll UNITS REDEEMED 155.74 371 UNITS $4,444.58 08/04/91 --.J!UNITS REDEEMED 95.84 363 UNITS $4,348.74 11/13/91 -:l..UNITS PURCHASED 83.51 370 UNITS $4,432.25 02/12/92 .J..§.UNITS REDEEMED 910.48 294 UNITS $3,521.77 06/15/92 294 UNITS 3,521.77= FIRST NATIONAL BANK AND TRUST COMPANY MONEY MARKET MONEYTREE ACCOUNT #14-00120-9-86 PERSONAL $6,533.29 PURCHASED 07/25/83 -04/14/86 6,533.29 WITHDRAWN 08/02/83 -OS/29/86 UNITED STATES GOVERNMENT SHORT TERM SECURITIES TRUST FEDERATED INVESTORS, INCORPORATED FUND NO 52 $1,954.55 PURCHASED OS/29/86 -12/02/86 1,954.55 REDEEMED 08/04/86 -12/31/86 , FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND $68,453.91 PURCHASED 12/31/86 -01/04/93 48,068.41 REDEEMED 02/17/87 -01/04/93 $20.385.50 14 $6,533.29 6,533.29 $1,954.55 1.954.55 $68,453.91 48,068.41 $20.385.50 ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE INCOME -PERSONALTY ALL INCOME RECEIVED AND DISBURSEMENTS MADE TO FEBRUARY 28,1992 (DATE OF LAST SEMI ANNUAL STATEMENTS)HAVE BEEN ACCOUNTED FOR BY SEMI ANNUAL STATEMENTS RENDERED EDNA LUNDY SITTE '" RECEIPTS BALANCE IN ACCORDANCE WITH THE LAST SEMI ANNUAL STATEMENT DATED FEBRUARY 28,1992 ($3.98) CAPITAL APPRECIATION TRUST 290 UNITS 03/10/92 -06/10/92 31.61 INCOME TRUST 02/01/92 -06/30/92 78.58 INTERMEDIATE GOVERNMENT TRUST 02/01/92 -06/30/92 63.95 SELECTED STOCK FUND 253 SHARES 04/01/92 10.12 SHORT INTERMEDIATE GOVERNMENT 02/01/92 -06/30/92 35.42 VALUE TRUST 294 UNITS 03/10/92 -06/10/92 31.16 FEDERATED TRUST FOR SHORT-TERM UNITED STATES GOVERNMENT SECURITIES FUND 02/01/92 -12/31/92 354.71 TOTAL INCOME RECEIPTS $601.57 / INCOME -PERSONALTY DISBURSEMENTS 04/01/92 PENNSYLVANIA DEPARTMENT OF REVENUE PAYMENT OF PENNSYLVANIA FIDUCIARY INCOME TAX FOR THE CALENDAR YEAR ENDED 12/31/91 15' $4.33 -----------~------------------------~ :/-:tr~C(.:..c ~.I'11.')~.~.. ,,.~."~'~...... ." ~I'' ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE DISBURSEMENTS (CONTINUED) <al l.,.,.~....:.,••','c:,#t,·"~·'''~.f·''..' •..!t ~ " 06/16/921992 WASHINGTON COUNTY PERSONAL PROPERTY TAX 12/10/92 1992 ANNUAL ADMINISTRATIVE CHARGE INTEGRA TRUST COMPANY,NATIONAL- ASSOCIATION INCOME FEE FOR THE PERIOD 02/25/92 -01/04/93 INCOME DISTRIBUTIONS DISTRIBUTION IN ACCORDANCE WITH PARAGRAPH THIRD OF LAST WILL AND TESTAMENT OF ANNA LUNDY,DECEASED ESTATE OF EDNA LUNDY SITTE ACCRUED NET INCOME TO 04/15/92 TOTAL INCOME DISBURSEMENTS 16 $ $ $ 53.81 100.00 36.33 194.47 ~ 79.03 -- 273.50 COMMONWEALTH OF PENNSYLVANIA ~COUNTY OF WASHINGTO~ •lj: ':_s.s;.:----------------~-'.'------.......------¢..l INTEGRA T DONALD M.GAVETT,Trust Officer of INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION,SUCCESSOR TO INTEGRA NATIONAL BANK/PITTSBURGH AND THE FIRST NATIONAL BANK AND TRUST COMPANY,Trustee of Anna Lundy,Deceased,Trust For Edna Lundy Sitte,hereby declares under oath that he has fully and faithfully discharged the duties of his office;that the foregoing First And Final Account is true and correct,and fully discloses all significant transactions occurring during the accounting period;that all known claims against the trust have been paid in full;that,to his knOWledge,there are no claims now outstanding against the Trust Estate;and that all taxes presently due from the trust have been paid. Subscribed and sworn to by DONALD M.GAVETT before me this 20th day of January ,19--..2..l- .~J Public Notarial Seal Joyce A.Carey,NotaIy Public Was~,Washington County MyComml66ionExpiresOct 10,1994 REQUEST FOR DISTRIBUTION Member;..AssodaIion of ~ 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. UST1.MPANY,NATIONAL ASSOCIATION BY filtl",Ifl(~__----''--+--1<7/----''-v.....:.....__----'---4,./~~:.....------~- Trust Officer .f,'/ ,.•1 \. I II ~,~!,t", \..')..... \':/asitiltgma County,S5, I dD cen~f:j th.at I have given legal notice to all persons scribed by Stn,·;.\.e ((,.".;,l',u[e OJ Co;.rrt,,1:>evi.aencecl 8)'proofs thereof HIed to N,),~.3 -'13 -01 75' concerned of ,he .';ii;/.g i)}:n.;~t';.ihm CiCC;;W'l.t in the manner pn~' ~ < r,.~ Witness n~y hand cmd official s..:al this 4aY Qt,__19..f.~...,~.~I1i=..i~l1.~a ReglsterCbFWi!1S'-~'tJ ./~ ,->--_. 7JlMe/;/1tlJ !bait ~..I: LIo//99 flG.1(d-Y70 J --;.'-. '.IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVAN A ORPHANS'COURT DIVISION IN RE: THE ESTATE OF No.63-69-1267 ANNA LUNDY .,+'".., DATE: BEFORE: Reporter: Deborah A.Keller Daniel F.Svidro,Esq. March 25,1993 Melvin B.Bassi,Esq., representing the Accountant The Honorable Thomas D.Gladden,P.J. HEARING ON PETITION SUR AUDIT APPEARANCES: «Z~~zzwn. ;;i ~C)zJ:(J)~ t-='ua:tili5 ...J«Ui5:::l, J:~C\I enII:~on.wII: l-II::::l .,o ,u .AJ-.--'":..:~"AUDJ:T I<;LERK: U:', LLo ,. ..' .',.- "(In open court.)2 .' THE COURT:Next is the estate of Anna Lund • Integra Trust Company are the trustees; •MR.BASSI: Bassi and,Associates,the attorneys. Mr.Bassi • If Your Honor please,this is a rather ancient matter arising from the decedent's death on September 22, reflects that. It used to be the March of one of those left the remainder to the 1969,and it involves the termination '~Maybe it was March of Dimes/ J •it>....~ National-Polio Foundation,whatever the ~.....•'II the March of Dimes,and our Decree Dimes.r • , rather,which has subsequently become March of Dimes,or the Polio Foundation of two trusts:one involving real estate in which there were separate contingent remainderman provisions; i ~ MR.BASSI: THE COURT: <z~~zzwa. Z~zJ:en~.-:uii:I-ena ...J<6a:>.., J:~ena:wI-a:oa.wa: Ii::>ou ...J<6u:u.o case is.'.We have traced it and they It • are both one and the same,by merger ........ THE COURT:-".All right. MR.BASSI:,.."There was another trust,Your 0• •~I ~ " ".' .~ .... .........- 3 Honor,that eventually '~esuit~d with'thE estat~being given to the Mercy Hospital,provided the husband of the • life tenant survived the life tenant. He has so survived the life tenant,and our Decree reflects both of those eventualities.All debts have been paic, If not,the audit of that estate will -and there are no outstanding problems. " HEARING CONCLUDED . .''........... .. t·~, '..-- .. Is there anyone else in court be Ordered closed. interested in the estate of Anna Lundy? THE COURT: ~z~...J>-00zzwn. Z0I-(!)zI 00«3:r:-u([•I-00 C ...J«UC::>.., J: l:::C\IenIE:wI-IE:0n.wIE: I-IE:::>0u ...J«Uu::LL0 .,. 4 C E R T I F I CAT E I hereby certify that the proceedings at the audit hearing of the above cause is hereby taken by me at the audit hearing of the above cause,and that Court Re - The foregoing record of the approved and directed to be filed. this transcrIpt is a correct copy of the proceedings are contained fully and accurately in the notes «Z~>-enzzW11. :i~ClzI~ .-:oa:~eno ...J«'0o::>..., J:l::Nena:~o11.wa: Ii:::>oo ...J«ou::ILo • THOMAS D.GLADDEN,P.J. ·in t1Jt QLnurt nf QI.nmmnn JUtuS nf Ihl1iqiugtnu Q!nunty, 'rttttllylnnttia ®rpqnns'Qtuurt lIinillinu ESTATE OF No.63-__6_9-_1_2_6_7 _ ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE,DECEASED In the matter of the AUDIT OF THE FIRST AND FINAL Account of DONALD M.GAVETT~UST OFFICER INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION ADJUDICATION AND DECREE And now March 1--9 ,19 -9.3-,this matter having came on for hearing,audit and distributtion and testimony taken;upon due consideration thereof,the bal- ance for distribution in the hands of the Accountant is determined to be $20,758.89 _ and the account is accordingly confirmed;and it is ordered,adjudged and decreed that the said bal- ance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed sec.reg.or an appeal taken herefrom sec. leg. THOMAS D.GLADDEN,P.J. SCHEDULE OF DISTRIBUTION Balance per account ~--------I .';. ADDITIONAL DEBITS PER PETITION SUR AUDIT ADDITIONAL CREDITS PER PETITION SUR AUDIT 48.21 2.89 Balance $20,758.8~ Attorney MELVIN B.BASSI,ESQUIRE • MARCH OF DIMES BIRTH DEFECTS FOUNDATION MERCY HOSPITAL BALAN}:E 50 PERCENT RESIDUE 50 PERCENT RESIDUE 1\,'"0'w 67 }j\li';\~·bZ·.....,~'-~.,·lH·"·L .",..,v"'vi --'" 10,379.45 10,379.45 $10,379.45 -0- ~, .~- No.63-69-1267 In the matter of the AUDIT OF THE FIRST AND FINAL Accountof DONALD M.GAVETT,TRUST OFFICER,INTEGRA TRUST COMPANY, NATIONAL ASSOCIATION of Estate of ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE, DECEASED Abjubiraflnn aub IIttrtt /It&t/c;Y?(1 ~w?/fZ ~·2 '-1~.~{y"!373 l '3-- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS'COURT DIVISION In The Matter Of The Audit Of Account In: J ESTATE OF ANNA LUNDY,DECEASED TRUST FOR EDNA LUNDY SITTE,DECEASED TO THE AUDITING JUDGE: ···· NO.63-69-~267 I' Enter my appearance for DONALD M.GAVETT,TRUST OFFICER INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION N.B.-Counsel shall,by separate paper,present a consise statement of each Claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be consisely stated in a separate paper.Counsel suggesting proper distribution shall file a separate consise state- ment in that regard. ..i ..;PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of ~~A..l;..l}.~.J;),¥.,---J;).~.~~~~JUL . ...I~Y.??-:..¥.9.~..~p.~~..~~~P.X..~);T~~.~..;I?~.~~~~.~.l?. Deceased NO ~).::f>.9.::~ff>.7.,. Fiduciary . Date of Date of Decedenfs death $~.~J.~.~~.~.~..?.?.,..J.9.f>.9.Grant of Letters ~Q~~!1~~~~.tLJ~.9.~'.. This is the ~~);?;..~!..?;~~~.~~.~.~~..X~~~~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ............................~l!?-. Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record . N f . .N/Aame0survIvingspouse .. List issue,where material: N/A Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them NI.A . Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris EDNA LUNDY SITTE (Deceased,04/15/92) MARCH OF DIMES BIRTH DEFECTS FOUNDATION MERCY HOSPITAL DAUGHTER CHARITY CHARITY LIFE ESTATE Contingent Remainderman Residuary Legatee Contingent Legatee One-Half Residue Contingent Legatee One-Half Residue List,if exceptions to above: If partial intestacy,give facts: Adeemed: N/A N/A Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.)ijO. If any exception give cause:~/~•............................. File copy of Notice and date of mo.iling ~~~~~~~X ~~.'..J~~.~."~.~.~..~~..~'~~~~.. Is estate subject to the filing of a Federal Estate Tax Return?~.9 _ _ _. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~l~.___. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . EDNA LUNDY SITTE -DATE OF BIRTH -02/07/01,DATE OF DEATH -04/15/92.................-_--_------_-__-_-_---_.-____ __------------_.-_. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. N/A 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: N/A Balance for distribution per account, Itemize any additional debits not shown by account: Additional Income Since Account Was Filed Total additional debits (Add) Itemize any additional credits not shown by account: Additional Credits Since Account Was Filed Total additional credits (Subtract) Balance for distribution $48.21 $_-----~~.~.~-~. 2.89 $-_._..__~.~.~.~. $zQ~n~5.1 . $?~.~.?~8.89....................... ~ If balance for distribution is not in cosh,list each item held in kind,giving appraised Value (or distribution Value); N/A :~• .. If Family Exemption claimed by Petition,give place of Record:NI.A.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N./A . List any advancement or distribution on account that has been made,and nature and amount of same: N/A Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: MARCH OF DIMES BIRTH DEFECTS FOUNDATION MERCY HOSPITAL COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, CHARITY OHA:RITY 50 Percent of Residue 50 Percent of Residue being duly l?~9X.~doth depose and say that the facts set forth in the foregoing petition are true to the best oL hj,~L knowledge and belief. ...~swmm to and subscribed before me this .25.TH day of MARClL 19 9.3.. Signature of Officer.~A.-<£J2.•...~. .Title of Officer ~.Q.'!'.~:~x..l.Y.l?~~.£. Office expires OO•••••••NOfaIiaI.Sea/. ra p.Anderson,NotaryPublicMy~hl~~n,Washington County mmlsslon Expires Oct.10,1994 Member,PennsylvaniaAssOaaiiOilofNotarieS. And your petitioner ,will ever pray,etc. :.::::::::~::~:;;4.~::::::::::::::::::::::::::DONALD M•.GAVETT TRUST OFFICER ...I~?:~~M ..?:RR~;I;..~Q!1~MJx.~..~k-.'!'J.Q.~.-M..A~.~.9.9.I.fI:~I9.~ Estate of ANNA LUNDY,DECEASED....................___. -, .,No.63-69-1267 ...". ~~..." ....!~JL~l'.._J[g_13-.__~_l?_~.~__~~~~~__~~?;?;~-'...p.F:~F:~.~ED Deceased Fiduciary P.2~~!:P...~.~_.g.AVETTTRUSTOFFICE·R----·-··················· __1~T.E.G.EA.J'_RV.S_'f.._c..QMr.ANX ......NAl'J..QJ'JA1..AS.SOCIATION PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following/in conformity with Court Rules adopted effective December 3/1951/being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem/if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any d~stribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. MELVIN B.BASSI,ESQUIRE ~q Attorney revoking any will or "rllls heretobefore made by me. in the Borough of Charleroi,Hashin?,t,ori County,Pennsylvania,to use,enjoy,occupy, During the marriage of my daut;lster,EDllA LPHDY SlUE,to her I direct that all m:r just debts and funeral expenses be fully --,.r,··,,r:-"';i·,.·~··,-t.~;~W"*~"~~:t.;Ji~.;t.tdt'M.;W~~r'~~b~..lI~'fl"';'''•••l;.'t..,~ ,r-, SECOND. I,AWI,\InW'l,wido~l,of the POY'ongh of Ch~'rleroi,1;?ashingtori Co\mty, I ,FIRST. and collect and use the rents therefrom and to keep said premises in repairs and to I Ipa:r the property taxes and fire inS\lral~Ce on the SO'llle,for and during the tern of her i nnt1ll'al life <:ml upon her death 1~hilc ~til1 married to Joseph SlUe,I then give and property im?ro':ed with tHO thlcllings and a garage,located at No.1133 Shady Avenue I paid and satisf:if!d,as soon as conveniently may be,after my decease.i hv:::band,Joseph Sitte,I give and devise unto her a life estate in and to my real Pcn:lsylvani<o,bping of sound mind and m~:nory,do hereby make,publish Dnd declare this to be taj'It'st Hill and Testament,in manner and form following,hereby '..~"',.,----..-. ':" .,.~ oev'ise the reul property hereinbefore !nentilJncd,share and share alike unto HEIlCY I~OSPIT/\I.,of th e CitJ,of Pittsbtlrr,h,i·tlegheny i,;Q1.mt:r"l'ennsJ'hania,and the tlATIOHAL I ::'-:'L1O rDPLIJ!'.'r:i:-:'r?,fo!'the p).'oper "~f'-"1Jd bendit of each,hOllever,inj',he.cv.cnt.._ IJo~;cph ~;il tee,lJ:y son-in-lm-l~should pt-edecca~;e n:J'daur,l1'tel',EDNA LT.'NDY SITTE,then in I!' s\lch Case I eive and devise the herei!lbcforc mmtioned real property \1nto her,my saidIi da'.qhter,EDNA LI111DY SI'l'TE,her heirs and assigns forever. ',' ;'.', .... .'.".",' ", " "'.'.. THIED •During the marriage of IT!J'daughter,EmlA Ll'):DY SITTE,to her husband, <TO~EP!l SITTE,I gi"e and devise unto her the interest or di"idendz,on any money on ,," -: ,'-.,'.. ,'., ..... ',' ':,',.'"i:·<." ..~" '.":. ",::....: \':/.shington Co,mty,Pcnnsyl"[1nia to lise and enjoy,for and during the tClllI of her deposit Hith the Ch,'rleroi Federal S::rdngs and Loan Associ:'!tion,locat,ed in Ch[rleroi, de'Tisc the ~loney on dep,;:,sit,share and share alike \1I1to the HERCY HOSPITAL of the Cit:; cf Pitt.sburgh,Allegheny Count.y,Pel1n~ylvania and 'I'HE N,rrIOHAL POLIO FOl'HDf.TION,for t:'le proper usn and benefit of each,hqHcver in the event JOSEPH SITTE,illY son-in-12\1, s:10uld predecease my da'~ghter,Er.~lA Ll'!.JDY SITTE,then in such case I give and dev:i.se the hereinbefore menti.oned money unto[her,my said dm'ghter,EDNA LlIHDY SITTE,her I, heirs and assigns forever.i ! natural life,and upon her death 1-lh:lle sUll married to JOSE?!1 SIT'l'E,I then Give aml Par,e One .. '.,.... r !"....,'...... /.11 the rest,red.cue iand remai.nder of lOy est.ate,real,peI's()n~ll .'.", ,.": :.I...• :~..',',;~ .\. ....,..;'\. ,, ;.. iandmixed\llterr~SOE'ver si.tnot.ed of ,·.hich ~I rIlB.Y be possessed or to which I may be enti\:.led.at the time of my death I give,devi.se :.lI1d bequeath the same ,mto"',;y ":..."..,.,.",.. .d,mghter,El:i'!l1 U'NDi'Srf'l'E,for her OIm proper usc and benefit forever. i FTFTII..I do hereby mak<:>,constitute and appoint W.ROSS ALLEN,of .',;.'..~.; ....,.. Glw1'1e1'o:i,l'Pllrisylv<lnia,to be my Executor 0.1'this my Last Hill and Testamnnt. .'.,'. ..,'..~....,,.".,~. here1ll1tol?!~n'J'rIESS 'lumI1E01?,I AHrIJ\IJTNIfl,the Testatrix aba-Fe named,ha'le sllbncri.bed my name and affixed my seal this 7 b(day of January 1959. ~:i.:~n(,rl,scaled.,published and (\oc1.11'ed by the above named fjlNA LU~IDY,as i .ri'·I'.!for he:)'.I.a~t.~!.ill and Test~ment in !the presence of U~,,,:ho have hereunto ! ~;d:,·r:I·:i!,p.lJ 0;:1'n;l:JICS at her request os :,·rit.ncf,f,cs thereunto,in the presenee of said ! r~~L~trix,nod of ceeh other. '.''. .'.,~....'.....,.>. ,""...:',' '...'\,'........ ','!,",.~.'. " .,:. .:.'.:- \1!i t"•1 1 February 12,1993 Mercy Hospital 1400 Locust Pittsburgh,PA 15219 In re: Dear Gentlemen: Anna Lundy,Deceased Trust for Edna Lundy Sitte No.63-69-1267 11 HO-0037-00-4 I am enclosing a conformed copy of the First and Final Account of Integra Trust Company,National Association,Successor to Integra National Bank/Pittsburgh and First National Bank and Trust Company,Trustee.The Account was filed on February 1,1993 in the Court of Common Pleas of Washington County, Pennsylvania.The Account is scheduled for audit at the convenience of the Court on the Audit List commencing March 25,1993.A Petition for Distribution will be presented to the Court at the time of audit. Please acknowledge receipt of the Account and the notice of the audit by signing and returning the enclosed copy of this letter in the self-addressed envelope provided. If you have any questions in regard to this matter,please feel free to contact me at (412)223-6441. Very truly yours, Donald M.Gavett Trust Officer DMG/emp Enclosures cc:Melvin B.Bassi,Esquire :RECEIPT OF ACCOUNT AND UENT CALL r'Ul<.AUDIT. Date ,1993 Please sign and return CDPY.-._::'::--'::':-·~~""'"",-~"",c~:c:::.·-·c:.:~-=--=":..===-==_..-_~~._.'_~...__'_'.'"_••"".'_'..--_~_...."._.""",,---,-,,""•r ••••~~_.'.'_._._.__••___~'.__•~_ • • ,- ,, February 12,1993 The March of Dimes Birth Defects Foundation 1275 Manaroneck Avenue White Plains,NY 10605 Attention:Lisa E.Bel1sey Assistant General Counsel In re: Dear Ms.Be11sey: Anna Lundy,Deceased Trust for Edna Lundy Sitte No.63-69-1267 1/HO-0037-00-4 I am enclosing a conformed copy of the First and Final Account of Integra Trust Company,National Association,Successor to Integra National Bank/Pittsburgh and First National Bank and Trust Company,Trustee.The Account was filed on February 1,1993 in the Court of Common Pleas of Washington County, Pennsylvania.The Account is scheduled for audit at the convenience of the Court on the Audit List commencing March 25,1993.A Petition for Distribution will be presented to the Court at the time of audit. Please acknowledge receipt of the Account and the notice of the audit by signing and returning the enclosed copy of this letter in the self-addressed envelope provided. If you have any questions in regard to this matter,please feel free to contact me at (412)223-6441. Very truly yours, Donald M.Gavett Trust Officer DMG/emp Enclosures cc:Melvin B.Bassi,Esquire I HEREBY ACKNOWLEDGE RECEIPT OF THE ABOVE MENTIONED ACCOUNT AND NOTICE OF ITS SUBSEQUENT CALL ,FOR AUDIT. 1993Date_ COpy Please sign and return .',~ .~.JJ,-~,.'"'-.J '\' .', .' " ,, ".., ,. ,",. ,, ,. ,"",'I " f(oveinbex20,1'970- '.,.. '.,',-f ",'t. Administrator Mer~y Ho'spi'tal Stevenson &,Locus't Stxeets PittsbUrgh,.P<?nnsylva~ia:'"~'.j,..~• J ••""''','.•'\,,"; R8:"ES'TA"tE OF.AmlA'LUNDY,''Deceas'ed~''.,'. .t,"' 'Dear Six:"",'"t· 1', .' ,.,:,~ r •,",.(t. 1 am'wxiti,n9 on beha~f of ,Edna LundY'Sitte,w.lfo 'l.'sthe 'Administxat'xix'C IT.A.of:"the aboVe lists te.The late Anna .... .LundYoi Chaxl<.1IOi to PennsY'l,vanfa,:..VIas th~xnother'o·t Mxs.,Sitte. ,',1.,,"',.t", In t1']e Wil'to:f the above ,decedent.the Mexcyllospital at.~,,;,".,,',,~'," Pi ttsbuxgh ,.pennsyIva nia.~Wtl ~"Q~Q1ed'as a cont ingent .J:~ma :in _'dexI11~n,t:ot:wo (2)houses iockted'o~one.(~)lot 'inChaxle:roi, 'PennsYlvania,and twenty-two .Thousand Four Hundted Six ty -six and'Sf/lOO ($22,466.82)Do1'1axs in'cer:t1in~ank'accoun'ts ~t the 'Chaxi.eIoi.Feder~.l savinQS"and Lo~n Association.,'I'l1e'. houses,iocid~ntally,'axe ihventoti·qd fot.'a total~of Fifteen Thousand and no/lOO ($1,5 tOO9.~OO)D~>lla.xg:<' ' o •• My intexpxetatio"o of the'Will indic~tes',that,Mr:s:S'i,tte wi'll:x4!ee"ive a .lite.estate ina-ll <;rf ,the &to~e$aid as'sets.pl~s the·'xemaindex int~x~s'ts in :the~same i.~t,lje eYen't~tbat ber l:!usband"Joseph"Sitte'jlo.predeeease~','heror she divorces him..~here.fore,tbe,only cbanee'the I Hospi tal''has to'take under this Will would be if Edl'\8 ';Luhd~/:S~t.te·pxed~ceaSQ$bex ,huSband'•.and if",t,hey ·.axe'Mi'~];·~arJ::f.ed:,a-~'.t'tial time.:., •~"'<>:..r ',;'~.~-t,.~"",_;.... i',l;••l ,.-4".1,am enclosing ;fox ?o,~i:~n'.pejt*~p~~il,c.opy '''0(:'Ute 'Wil~; a copy of the InventoxY;::,and a ..copy,ot!theFixst;~'and 'Pinal Account.on'said Est8te.:"_"',.;""_,: "~,."',:I'~~L,", '.}n ...r.'"J''t,,~f"~'''~L''.,;~'",!,~'.'~~.•,.~)'J _,-J.1rw,,'~~"I"• " "." ",,.......,~ ." 11'·.,.···,".,,. j,!<'} _.'~~'~",";'.',~"', ;"'j r "'.-J r ""," '''11 ,.,~~ I,,:,'" c, ,..- I ." ...... ."'.\.," -,.'~..'~.~'....'"'~1:'" '"'.J...'..'".,~::",..,~.....\~",..J • Admfnitltx",toJ:of Netcy '~o,pita'l,',,!'~f Novembet "20;1910.''~1>l""""",\\'t',.\: F ..~'l·IJ }F :,I,,Page 2'",,;'0.'" .i '!o ,-'•~];,f.....it 1"~....t ',:r ';',~""...~if'• ,.'~,",'.,,';:;.i'~.'~.':•',~.'I,'"'li'".",'" 'The AdJnirilsttat.xix'wouldlru~.tuiafl{'1:i.ke·'you·to waive your 'inter8sts ...~n·tbeBst'&.te"~'\Jt10u~<!'yt>u p;le'~~e'~id\l,fse .on.:youx po$itiou''.88$00U as pOsslb1:e,).:.}.,:~"",.-.",. ".,~''."-.!''~''';"3.:.~:::::,):~~'. • •~ Thi$Estate wi 11 !l;Je :;a~di'ted,i"c;~n:ing tb~week'begipning Decemb~x 14,'191o,by the OtP~an.\.'COU%t o¥Wasnington County, ,'PQnnsylvani~,·8 t tbe,CQurthQu~ejt!..;Washingto~:{.,Pennsylvania~..',..-",","",,'.,,'..,At such timeyout rf!pr~senta:tiove6b&11b~enti-tledto be ptesent"andv():ice~n'y'object,i'9n's,as.~"oul:tnay ,bave to ,this Bstate'~0'"." ,.-",':',(,''.'':""."",.,','.,"',.,.' ,'Fuxtber,if you'.',wisb to 'di'$cUSS tbis '~,ma~~te%'irf'furthex ,,'detail,please'call ,my'ottice,.at!;youi,'earli'est convenience • •,+·'-i;-,;".."{).,'. ., l , :" •J'~ ,' l II" " ".. •r 'I,·' '.'.•"1" .." .".t ,.', Very ,";t%U ly .yourS',','.\,'"....•..,'.,.""•'I;,l ~:.' :;A~:jab ,cc:Joseph ,,Bnclos,Jre's '1'..• Sitte" ",,, .,,\ ,,' ".~,,~~..,.~.•;,f.~,',1.J- ." r ,', ,. .$'- ",", .~. '" I,' '0 ...'-t..'. J,, ,. .~,',t~ ," ,;'0.. ,\ ('..... "' " " "/', ,\ " ,,~ ",, t.'+' ..) ~'I ',,_~"t " ".. " .''./" .'.', '",'"..... ~-.'~',, "' ,c' L, " ~'""','" \,' I'.. ,. ~j,_'f! 1,/ -.of."!" ."-,~'',' '0' c. ,-•.•"'"t'., ",....,0. ,, ".,-,'.., ,.- t , ",Novcamber',20j ~910 ,..... ,...,.'~/'': ,, "' '., ." '.", ,,.', ", ,'...' Mx.·B8s1caO'Connox,'" National Founda1:i<>n:'--March -otDimes' 800$eeond Avenue·. NewYo'rk ~fie"Yo:ck ,', " ,·'·R~:..,ESTATE"OF ANNJ}-LUNDY,Deceased'., r...,:_~ ,, "'J." .,,t· ,.'-./'"Dear Mx",O·COnJ1Ox,: ,-4~ "t,'..' "'·1,am w:X~t:ing'on :'beh~l::f of Edna :LundY s:ittG~:~h()is'tn.a "Administ:catxix'C'.1'.A'.of "the abo.ve'Estate.The late Anna ' Lund.}'of~harleroi.{Pel)nsylvarii,~,.was the~vth(i:C of Mxs.Sitte. ....., ,.."',;.,...'.~"",..'.,In the Willot-the above .dece~ent The ,National.Polio .F()updat:io~was na~ed ,as a,~C;;ntinge~t,reD)~i~etmanto,two(2) ',houses located on ,one (1)tot ,inChaxle:co;',·Pen,riSy'lVllnia, .and Twenty-two'Thou$~nd"·F:oux.'ijundxed Sixty,-six8Qd 82/100 '($22,466.82 ).Dolla%s ,i'n c~%tai~bank'ac<:o~Ii,ts at theChat'lex'oi Federa1 Sav1hgsand 'Loan Asso(#'a~ion.,The .b().us~s,':l"'e dentally. al',~inv.entoJl.edtof a'i'ata1 of'Fi~teen'tl1o'ysan~'an'¢'"po/100 ($15,000.00)Dollax~'..·::I(~,';:'~~~;<:',!r :.;';i ';:'.",.t.";:r," ~,,-.,oJ,"-.'.- ",'~,'".'t ,,'~ ,;..~ •I, '"Jo"',...'.~'-.. ,My inv••t~gatio.l'l·iDdieat'es,that th~'National Polio Foun- dation ,bas gon.'out,of exi;stt9oe4t;.1'd'.no,~19nge£'can be,.the xecipient of any.gifts •HoiflJvix,vou'are ·in·s()me<tashion zelated,.to -that 9XO~p ap~'I ,"oul~Y l~l<e yoU''!~4,co~,unicate with me on ttt.poS$i·bleconne,eti9DPe:tv.reen the 'two.(2')gxoups; ,"'!"•1'",,\'"and fuxtber",.betb.~ol'.,not"y~tl wi sli 'to :cl.im~b.e aforesaid , lemainder intei.sts;~~d;'!fJ.ec;:?n~~tJ!~,,~:~tb~'(.Y~~.;,~eel'~hat you are entitled to the ,rema index ,,1D-.:exests,.',~>~~\• " '':.,,',, '!'f'i.'.',',"':,,',";~}".l'8m 'enclosing .for '~~u£;:~n~p,C'ion"a;'copy oithe W~il; a (:opyot'tbe Inventoxy;and'a ',:copy ~ot the 'First and .Final Accqtint ,~n 8aidBs~.te."':I'"~r'",':"..'.~";,~.......~ I _,,",..'~'- ,4'-:""~!~"l.,.-'~"j;":JI >-f·."":"",,,,;,,;,.\"....".;;,' ",~..'".j..,. ".~\..,,.:.',".,'...",, , f ' ...;", ., '$,·'t. .. ....... Mr.,BasIe O'Connox NOvember 20,1970,, Page 2' ~~..t ~.',,, ,tol ". ". Ii'.',. .,~. J " '~.. i , ..,.. '"<, '1 '" ". ,'. ~: I',' ,' ., / Avs :jab','" cc:'J6$ep,b 'Sitte Enclos\lx:'es .tb~j.<tm1,nisttatxix ·,,~uldnatt.u:al1~,iike';'~ou to waive 'OU; .inteJ:e.~t$:,in the Bstate.~·Woul~you p1:easeadvise on ),ou..'Ro'S~tiO?:l.5 soon,as 'Pps$~.1;)le;.'..".,..'...~;,.''" " ",...',.his'Estate wi,ll;be.'·~\,Idit.d d\l~i~o':·1:bc{w.eek.;be9~bh1n9 . "....:.•.~"',ot.··,,~(;(,'~."",f.h .....~!".•,,'";''"~",.'.....,•.f.Decombex 1.,'1970,'"by.:th·e Otpba.n,$··Cbuxt ot W$9hing.~on County, Pennsy1vania ~··:.t ttU?Cou'x t~ousein 'Wtl\shingtol'),'Pennsy1va nia:• ,:Itt-s,nch.t;m~}fout'repx'es.e~ta~i,.v~'!.ha1l,be,',eDt1 tl'ed to be ptesent ~:nd vole',!iJrly'obJect!(Sn!;:as",'yot1';'~a,~,l1ave':'t~',tbi~.8s't8,t'e ~,' ,"/".A.,"~,~...:~'.~...:)t,:"~,;.,, •:,·1 •....,(I .;:.,.,.,'It,).~f,:(.A ,."~';'.• ,,~r~bex.'if youwist(/to discuss ,·tli~s matt·ex 1nfuztbE!x deta1I,please c~tl mYi~~~tce~~t,',yb~~.ea,tl~e,t;;'eonveni ence. -...',,.•'.,',l ..;.":'(<..".'#~ .'~~~~<";.,,'t_,;..(4~,i'..~....~L ~.J,l.. ,''(',;.'."\'},Vexy~'t'x,u:ly\yO'u,x's i'<~....,.~.~-,-j,.".~f~·"·~. •''It .,...~......,.'.rl ..t:"..i.if .,~,.,~:-I '",,::.~,i •,'r~'",..<i T,,;ff,'/:",\.t;,.,\....~ ,,':'.•.1,"':;."",)f ":\,'." A~X ~~~:;'~t~~~~~nni~z"~ ,~,',..,.,.•it·n '\l·~·-\'·~ " ...' ,'. ,, "",,- ":.' ••c"j" \...~.,.,..:~ "y- .. " .'~..' ,.,.~~" .",'.< _.a:,' ~.. "~ ,., .,.~. " .. ...~.,", ,, '. .... )- 'I I. " 'C>'• ,.':" ,Ow.". ,~."..',;" ..",l'. (...,' '.,,.•I ~• i <. I: "./ -.'"'."I!.' , :.I...-..'. " n._ ,~".~"';>, '-,'t."~i, ", " ------------------------------------- KIRKPATRICK,LOCKHART,JOHNSON &HUTCHISON ATTORNEYS AT LAw 1100 OLIVER BUILDING PITTSBURGH,PENNSYLVANIA 15222 December 3,1970 Adrian V.Sannier,Esquire 411 Washington Avenue Charleroi,Pennsylvania 15022 In re:Estate of Anna Lundy,Deceased Dear Mr.Sannier: TELEPHONE AREA CODE 412 355-6500 WRITER'S DIRECT DIAL NUMBER- 355-6430 The Mercy Hospital of Pittsburgh has referred to us your letter of November 20,1970 and the enclosures indicated.We note particularly the request of the Administratrix that the hospital waive its interests in the estate.The hospital has asked me to advise you that it cannot do so and will assert its interests under the Testatrix'Will should there be any opposition to them. We are disposed to agree with your interpretation of the Will and we also find the Inventory and the First and Final Account accompanying your letter to be in proper order.Therefore,we ask that you kindly advise whether you know of any opposition or objection to Mercy Hospital's interests.If you know of any,please advise so that it may be represented at the audit in the Orphans'Court; otherwise,please indicate to us that it will not be necessary to be represented at the audit. In any event,we would appreciate your advising us as to the actual time and place of the audit when it is set. Very truly yours, McCM/llw cc:Mr.W.C.Duvall .. THE NATIONAL FOUNDATION FRANKLIN D.ROOSEVELT,FOUNDER SOO SECOND AVENUE,NEW YORK,N.Y.10017 OXFORD 7-7700 BASIL O'CONNOR PRESIDENT 5 T E PH EN V.R YAN VICE PRESIDENT AND GENERAL COUNSEL November 25,1970 BIRTH DEFECTS THE SALK INSTITUTE FOR BIOLOGICAL STUDIES Adrian V.Sannier,Esq. 411 Washington Avenue Charleroi,Pennsylvania 15022 Re:Estate of Anna Lundy,Deceased Dear Mr.Sannier: Your letter of November 20th to our President,Mr. Basil A'Connor,has been referred to me for reply. The National Foundation for Infantile Paralysis,Inc., often referred to as The National Polio Foundation,did not go out of existence.It was incorporated under the laws of the State of New York in 1938;qualified to transact business in the State of Pennsylvania in April of 1940;and has been in continuous operation since that time.In 1958 the Foundation amended its purposes to include other diseases for investiga- tion in addition to polio and shortened its name to The National Foundation.Certified copies of the certificates of amend- ment are on file with the Secretary of State of Pennsylvania. Thus,the Foundation can be and is the recipient of gifts. Furthermore,the Foundation does claim and feels it is en- titled to the remainder interests set forth in Mrs.Lundy's Will.The National Foundation cannot waive its interest in the estate in the absence of consideration. THE MARCH OF DIMES ,, Adrian V.Sannier,Esq. -2- November 25,1970 We do thank you for sending us the enclosures with your letter and for informing us of the date of the audit in the Orphans'Court. ,-----" Vice Presid nt and General Counsel cc:Clerk Orphans'Court of Washington County Court House Washington,Pa.15022 'I '., J ,1 F~~1t.C~-33 . RESIDENT DECEDENT COMMONWEALTH OF P'ENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON j IMPORTANT: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 dea.th,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 mE ESTATE OF }AFFIDAVIT OF -----4m!:J,UNDb.-:~~ii;;;;;;;d~;;---------:=::"TOR Late at a.s.g....................................................................................................County State 01 r.J~OO~y:J"y.@~9.:} Washington ss:County of . ..........................~ and sayS ................EDNA LUNDY .BITTE.................................. Administrator CTA of the estate of the above-named decedent being duly sworn,depose S t:.'1' Decedent dJed $..~P.:!i..~l:}fM~~.th)"7i~~)""19(y~'{:::::::t:eaving a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to ... whom all correspondence should be mailed. Administrator d t'f '1''th th if'f 'd t t d thThatassucheponenISamIlarWIe a aIrs 0 sal es a e an e property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsbumh National Bank.Charleroiy Anna Lundy or Pennsvlvania.Edna.Lundy Sitte Daughter 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 fUllv and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,:~hether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings panks,trust companies,or other institutions,whether indiVidually,or in trust for any other persoll o.r per~~ns :giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of,. any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,.~hQus.ehold furniture,horses,carriages,automobiles,boats,and any and all~J other personal chattels of whatsoeve·r kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all cl~ims due and.owing decedent at the time of death,and all promissory notes or other instruments in writing for the pa~ent 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. ..~~~.._. ,.,.,,4..33 S.hadY.A:v:enue _~.. (StTeet Number) ..............9~~'.~+..~.~;..J ~~§yl~;!,.~150.2.2 .. (City or Town and State) ..------------------------------------------------------ >•...... In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or'personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to Whom'transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,~here is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,and the rel~tionship of such issue to the beneficiary. That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationShip,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and f'udiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Ilnpaid 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 allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. /I d .Subscribed and sworn to before me this . ..................................................day of I.?.~19 212 . ······.ot~··········································· .".:'JQstP1HSITTE,NOTARY PUBlIC r,,}JfARtf.~qr·.BOROUGH,WASHINGTON COUNTY ',:-:MYt·COt~WS)ION EXPIRES JANUARY 7,1971 NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and tmlisted 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. "/ RCr,-34 (1-64)" COMMO~WEALTH OF PENNSYLVANIA DEPA"RTMENT OF REVENUE B'UREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" -REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property h",ld 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 Commo[1wealth of Pennsylvania should be (1 )(2)(3)/ described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgoges,etc.,are DEATH In th Is spoce)to be listed on Schedule "F"and must not be deducted fram this schedule. Two frame houses,Lot No.5.31,Borough of Charleroi more specifically described in Deed Book Volume 428 Page 222 of record in Recorder of Deeds Office of ~15,000.000/~/:§000.0 0WashingtonCounty,Pennsylvania,J b "~14J til jJJIf./1 .:.~.~;.-' ,".".: TOTAL 15,000.00 /<;,-;,000.()O Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. -----------------------------, \RCC-35 '..GOMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.),~ Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 10,000.ooD 2,597.29 9,869.5 1. 2. 3.4.5. 6. 1. 8. Cha.rleroi Federal Savings &Loan,Account No.2645 Charleroi Federal Sa.vings &Loan,Account No.7412 Charleroi Federal Savings &Loan,Account No.9l47 First National Bank,Charleroi,Account No.1324 First National Bank,Charleroi,Checking Account Pittsburgh National Bank,Charleroi,Acct.No.1640< 1956 Plymouth Coupe Insurance proceeds (Payable to Estate) /~600·00 ;),59'1·;11 q ~b 0,'Y3 5,972.14).'?'"I'I4935.97..N1{/.tArAq 0(.,...., ,435.10./flY'W'J./~':.%'9? 50.00~.t.'136,J 0 1,600.79)~~00.00 J,b oo ,09 Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return.TOTAL 35,460.82 RCC-'36',• COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)~N~O _ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_,;;,;N;.=o'---__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _...N...O.L-_ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's del.<,th.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)No (b)What was the transferee's age at time of decedent's death?No (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_--=:.N:."o:o.-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~o~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers _._ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~NO~'~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)No NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM NONE DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ,... _.ReC-38,• COMMONWEALTH Of PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Unit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and Place I Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Re al Estate.I In This Space. Value of Value of Entire Decedent's Property Interest NONE I I I Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. .... RCC"-3?'(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ...~,.''" BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH EDNA LUNDY SITTE da _1.....r VAl:l sui inns -".:I,•__• ,... 433 Shady Avenue and devisee and -,Charleroi,Pennsylvania contingent remainderman- National Polio Foundation Charitv unknown ""." Unknown Mercy Hospital Charity yes sui juris cont:in£ent remainderman Pittsburgh,Pennsylvania , .' ( h Deponent further says that all the above-named bene~iciaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE National Polio Foundation mav be out nf n existence ~IATIER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. :P.I1 THE Year . (Executor-Administrator must complete "As Reported"column #1.) Cl ....,'"d ::c'"l '"l (I)(I)0 Il:>'"l e:...til ::l til til til 0....,.....,::l "'0(I)e:..'"lIl:>.'"l 0til><~'0Il:>(I) 0-'"l ~0 ~'0 M (I)'"l til ..........'<Il:>.....(I) ANNA LUNDY .... Deceased Late of Charleroi Commonwealth of Pennsylvania ---l -r] APPC::RAISi\1'..r.J _.•_.)t ....r;~REPORT-nANDi,:,0 C.::-..~c......,(,..}-i:n .....{.i :;_.,i'-~ ...,...-{.~,\.t.).1-'-:\n \n >......til :~:o ~:0':0 (1)-'0 .0"0 ......:cPg·S1- l\):it. .=-- enc:: ~~>::c W en en 0-< (")(") ?"?"?" (')ca ~:: :'8:..:~'g- :.: J~: -00-00-00-00-00-00rn (~:J... , t .'~>- ~-- Washington (--)".J-'. CJ or ~:: (J :.::---,::--r:: -0 r .......:>-if, County of -00-00-00-00-00-00 II 0J~>.~.,~,0,~":~.~.C)~~•~:~Q ~~II , ~:0 g.•o :.::l ~t:::>C".:0..c..J0 0 0 RCC-B\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Edna Lundy Sitte (~Administrator)CTA IN YOUR REPLY PLEA8E REFER TO J- In Re:Estate of_~A......nnuaIi!o...-L~unw.u.!d..L,}t:-r _ ____---!.W!,ga!:,i;lsUJhu.i,jJ,n~gt~QllJnLl------County - FHe No.63-~9-1267 Dear Mrs.Sitte: You are hereby notified that the __~Q~r~i~g~in~a~l~_ appraisement in the estate of_~A~n~na~~L~und~~v __ has been filed in the office of the Register of Wills qf Nasbip.gtoD County on October 29 ,19L1L.Said appraisement reflects the following valuations: Re alEst ate _--'-__...:1::.:5:...1,-=0...::;0.;:.0.:...00::;.;;.,._ Personal Property 3~5~,~4~6~0~.~8~2-------- Transfers ---.,.__....,..."..--- Total ...,....51!..:.0::.J,'-=l:4;:::.60~.~8:=2:.___ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date 0_ct_o_b_e_r_2....:..9..::..,_1_9.:....7.:....0 _ 7-o1.1-Z7' DATE OF DEATH:Sept611io61 20,1998- Note:This is not a bill. Signed Title t1dL~>&jf2.. N.R.Chaney,Chief Appraiser "ICC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT estate of Lundy (Last Name) Anna (First Name) SUMMARY DATE OF DEATH (Initial) 9-2651t "'fFILE NO.63-69-1267 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_--=Ttl.:=a~s.:..:h.:=in=gt>=o.:.:n:...-_ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules"A","B", "C",and "E". Dated:0_c_t_o_b_e_r_2_9~,_1_9_"1_,0__ REPORT OF THE REGISTER OF WILLS ---I--__~-..:.-.~ REGISTER OF WILLS Dated: 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 reate or lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+--.L ').000 W 1'i.E60 82 50.460 82 $1 'i .0001 00 ~t;.),(..,0 82 50.460 82 VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $----------4--2% Tax on $r6%) Tax on $"-;"%' TU~$lK Tax on $15% Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $---------+-- $--------1-- $---------+-- $---------+-- $---------+-- $L.-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::E:::::== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $-------IL- Estate tax paid $.......IL-- BALANCE DUE $----ll- Add interest at rate of 6%from t= ------tto-----$-----~, TOTAL TAX BALANCE $-------I PAI~_$..J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same sh~uld be noted below,with short explanation. ::~inistratiOn !No . IN THE Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF ANNA LUNDY Deceased Late of ..WASHINGTON County of ·~vASHnnTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ." '., J Fonn RCC-2 •.'.DEJi!!\RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANcE TAX APPRAISEMENT DATE October.-29,1:9-7.Q....... . COUNTY 1IIashhigte.rl . FILE NO ??::.§.9..:J.?2.7.. Whereas,Ar,1p9:~@9:Y.:late of ~~~.~.~~.?!l:. in the County of W.9..9..b.iP.gt.ou Commonwealth of Pennsylvania,having died on the ~d~~day of e.~.p.~.~~~.~!.1~9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.R.~~9.t~9:.n.~y ,an appraiser duly appointed according to law,. having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset REALTY: See schedule rrAIl attached to appraisement PERSONAL PROPERTY: Unit Values $ Appraisement Made for InheritanceTaxPurposes 15,000 00 See schedule uBrr attached to appraisement 35,460 82------~...:.....::=-..:..:...:.~--------_..::.....:::.-----------~-----+--_..-~._-'----I--.- TOTAL 50,460 82' Having been duly SWQl'Il according to law,I do hereby certify that the above appraisement is made in con- formity with law on this r::1..rl...;;t:/u day of ..,;~..!.·~;,7 ·.............................................19?a...............0 Je _...A ..... (Apprai8er .........0~:;')Penna. WASHINGJ'ON ..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......................ANNA...LUNDY . Deceased. Late of ......~1ASJU.NGTO'N.···..·············9'.:;;;.·;(·;;z..=:·'···r Date of Death,~~Q===rf.Q ,.. Appraisemel!t Docket Vol.,~~.. Page,r;/.~..~.3.No 63".,69".1267 . Filed in Register's Office,QG.t..!!~.9 19..7.Q.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement,.. Appeal j,.om Appraisement,.. Entered and charged,. ,. ~ Fonn RCC-2 "-:'~-.,. ~4 •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE "".,.¥..~p..:r.1J.~Y.".~9.1.".";h.?T!..,,...., COUNTY Washington................................................................................................. FILE NO.""""."..??:??:??:.?.?.""."""""'''''''''''''''''''''' Whereas.,.."."."""",."""AWNA.".LJlNP.AI"""""".."""".""""..".late of ."".,,"9.,~9..~",,.. in the County of ,""","..WAS.HINGT'ON..""."..,""".."."""..",,,Commonwealth of Pennsylvania,having died on the ""..,"".""..""..22d """"day of ""$.~Pt.~p..~r...""19.9.9.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.A~~p.~0?.~",an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ Jt.Savings A H,()(",~~helrl in t.hp.FIRS'!'NA'!'IONAT RANK 8.t r.O.·Ii.l J: .\rAT\TT A ~HART.'RR()T Tn +hA rd''\.l1\h'H:h'fJ ~;I\II\I~IWW :H. ANNA LUNDY OR HAROLD L.SCHROCK.Opened 2-1-66.Balance as of date of death,$683.84 683 84 < form~V~fh~:~:rh~w~~l~~:~.~:;~:~~~;::;e~ti~~~er~- _..,_..,/-,......T~pprat8er IZ7~.;:;~. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......ANNA..LUNDY jj~~~~;~"d: Late of .............................C..HAR:IJ!RQ.l . Date of Death,9~4~.~~9..9 . Appraiseme/!t Docket Vol.,.3.8.. Page,~.~:?No..?~.:.?~=~?.?.... Filed in Register's Office,:E.-'~."?~~?...19.7.~.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,.. Wrote abo,ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. j Register 0 DEDUCTIONS ALLOWED IN THE SUM OF ............•$uf!/[7..r.}7( (l ";~'f -71...................................................DATE APPROVED •••.... ~U ,.'-j .~ STATEMENT OF DEBTS AND DEDUCTIONS ,.; OFFicE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF _....:W:..:..a::::...=s...:.h:..::i:;.::n::,.c;;o.-<...:.t..::o...:.n:...-_COUNTY ESTATE OF ANNA LUNDY I LATE OF _...:C:..;h:.:.;a:::....=.I.=l:..::e;.:I:...;o:::.;l::.·_ DAT~F DEATH __....:S~:::..t::eP..:.t..:::e~m~b:..::e:..:r=--:2~2:::-.L.,......:::.1~96~9---,,--DATE OF FILING APPRAISEMENT ..0 _- DATE NO.OF .(NAME OF PAYEE REMARKS AMOUNTVOUCH';.. 12-22-69 Harold Schrock Funera.l Bill 1,550 00 12-22-69 Joseph Sitte Administrative Bond 120 00 Reimburse,frobate will12-22-69 AdIian V.Sannier leca1 adver isino 61 75 , Edna Lundy Sitte Reimburse 1n nn I9-28-70 ambulance bill 9-28-70 Edna Lundv Sitte ~~~mt~fI~ll E~~y~~g~~~~~~~~,1 nn Reimburse9-28-70 Joseph Sitte Tombstone enoravino 14 00 9-28-70 Joseph Sitte Reimburse ,07 00Fireandliabi1itvins. 9-28-70 Joseph Sitte Rei~bur¥e6 dace~e~t ¥~intinb 371 08conracweaea 70 Joseph Sitte Reimburse G60 ~9-28-1970 Rea1tv Taxes 170 IAdrian Reimburse ,nn9-28-V.sannier C;;hn,..'t t"'O'l"1';T;r::.1"o [Adrian Reimburse '7 nn9-28-70 V.Sannier ro'l"+n-F 1';1"10 1"""::.nc::1'o'l'_,","'''- Reimbttrse9-28-70 \Adrian V.Sannier Val1ev IndeDendent 10 75 9-28-70 Adrian V.Sa.nnier Reimburse lA nnWashinotonCountvReD~'I'+~ 9-28-70 Edna Lundy Sitte Family Exemption 1.000 00 9-28-70 IAd:rian V.Sannier Attorneyls fee 2,523 04 ~4,~~h 5"'/tMJ ~t .\:::..T:Ut:Z ~M l~JJ-1Jl.b 1/5"0u.J ---+---i---+------------4-------------t----t--.- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WashinotonEDNALUNDY SrTTEI,HEREBY CERTIFY.THAT.TO THE BE.T OF MY KNOWLI!:DGE AND IJELIEF.THE FOREGOING ISA JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF _.,..;A:...:.;;.NN~A~L=UND:...:.:::...:Y:...___ INHERITANCE TAX PURPOSES., ~I".' -'...••..iL.~-.uU~~""=_U(...d:d:::::!~~(;;2Shd!:.~~__(L.5.) SWORN AND fJUBSi:~'IBED l!leF91H.Mit THIS /c?~_DAY OP'Edna Lundy Februaxv ..,..-I 71 Administxah:,.T.A.of thedfi'./)~~rir-:.7/fl&/"'-A8 -Estate of Anna Lundy,deceasedA"'N6<axy~PUbIT c 'CAROl.YN E.~HII.ANI,ND~I~Y ~U~lIg Charleroi,Washington 00'1 ,",M~tCol\:lmiuion Expires M,,,h If1 ltV' " RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO 38-22-3 Inheritance Tax Division j NOTICE OF FILING or APPRAISEMENT Edna Lundy Sitte (~~Administrator)C.T.A. In Re:Estate of __A_n_n--C;a.:..-L_un_d-"y'--_ _1=lla~s=h=1.=·n=g~t::..=o:..::n=---__County -File No.__6=-3=--_6=-:9=----=1::-;:2=-:6:....;7 _ Dear Mrs.Sitte : You are hereby notified that the original Life Estate appraisement in the estate of Anna Lundy has been filed in the office of the Register of Wills of Ivasbington County on May 28 ,19.16-.,Said appraisement reflects the following valuations: Real Estate _ Life Estat ~1ij:~X---="'l=O.J-',6=9~7'--"'._=5=3 _ T ransfers ._ Jointl y Owned --""-..,..".. TotaI ~lo1oCO~,6\L,9;L7wAL..>S.l...>3L-__ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. *~Titl e _'--C::...::h=i::...:e=-=f~A~pc:..i!p::...::r::...::a=_=i::...:s=--e::...:r=--I_I _ Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001,P.L.~~ Date May 28,1976 Signed ~~.. iI Date of Death:~o1o?/yt.7 Note:This is not a bi II. ... RCC-39 ('S"rB) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Life Estate SUMMARY Estate of Lundy, (Last Name) Anna (First Name) DATE OF DEATH 9-22-69 (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE No.63-69-1267 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each itern in the last column to the right in Schedules "A","B","C",a d "E". Dated:May 28,1976 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. \ Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED $$-------1-- VALUE AS REAPPRAISED $-------+-- Valuation of life estates or ~•••••e ••••••••••••• ESTATE TAX ASSESSMENTS :===1=0='6=9=7=t= FOR USE OF REGISTER ONLY Tax on $-+-__~\ Tax on $(ffj,) Tax on $5% Tax on $10% Tax on $15% ~e~tioos * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $-------4-- $-------4-- $-------4-- $-------+-- $--------1-- $-----_---1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-----J • AMOUNT OF ESTATE TAX ASSESSED $--~------lL- Estate tax paid $---Il- BALANCE DUE $~~ Add interest at rate of 6%from ------lto-----$--------It=TOTAL TAX BALANCE $-------4' PAID $~ FOR USE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.Administration IN THE .Year . ~ MATTER OF THE ·APPRAISEMENT OF THE ESTATE OF -; I 00 r~; ...ANNA ..LUNDY . Late of...WASHINGTON ...... Deceased County of.WASl:UN.:Q'I'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ) }. r,; '\. ,....-*,44_#4_~s;aa.**_._,tQ..",4EP.-:;:;ae¥A AW"qlll!lr~:~.......:c;uz:v.:;:s:.4_¥U __\N...._'.....;__.$&__._~_._.1EII:::llllDIJiiiII:Illa-&:IIIlElEE"~-~~~~~"'i:IlIltglpl~~~~~1Ij.i i4A dollarsRECEIVEDom;THOOS!.ND ONE HUNGP.Jm 'J.'HlU1l Tl'1O and 32JlJ.-OO '1 i'....•.It .$.4 iEDNAtu1IDISI'T'l'E-ADlnt.O.T A'representing Pennsylvania Inheritance or "•Estate Tax due from the following estate:From:--A~~MlIJ}g,];Mi~~~g;&----------.-----------------------------1! Address.!J!.)S....~WJWE~:t.JJ~mM~-----~6~Tax on $-----:7hJn:OIt:80il:J.T.8UlStf--- Name of Decedent -~W14IA--oUl~~V_---------l $424.S5 $'4l"S; $ $ $ $1,06~.70 $ $'---&es.,.".,a62~·---In %Tax on $_ Estate Tax,Act of May 7,1927 6 %Tax on $--,l!~O:o'1i,re6;y.'I1f1·•.,.;;Sr-l3..--- 15%Tax on $,_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of --6--%from 12-22-10 to DAm Date of Death_~~/oIoCil9-_--1 .,.---'--"".. tIlO ~l.I<//-<:><. Remarks: Date of Payment ----'o~~~'IF_...&..li.r....".:~4----------i File No.liJ-6~7 County .\!·lJf~c.~'·i!J;m~m----------~ ,. SEA L TOTAL AMOUNT PAID .r~ NOTE:This Triplicate Receipt to be retained lor 0.l!ldjt P,ll!,Ilos,!l,s.I \,f •......1 ..•?ts-'~,.,!.'JI.'.(Received by\,.'':.".A •/..~•II . ,1'./.l1 •.f) NOTE:In accepting the transfer inherit~nce tax an future estates,prior to the death of the lif;''''--''".•(Sig?foture))•J tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shdll .'I f..'I. nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of th~';"'-"\1'~/"':--1'({.J l!-J life tenant or tenant for years whenever it appears that such additional tax may be legally due and .-'<c .\(T~I). collectible for any reason whatsoever.,.<t')e .._--------_...'....'~._-_.__._-----_....-_'..._-_...._--_....-_--~--_.......~ RCC-2 (2-64) DEPARTMENT OF REVENUE BUREAU OF"COUNTY COLLECTIONS. HARRISBURG,PENNA,17127 COMMONWEALTI!OF PENNSYLVANIA-:......~--- RESIDENT INHERITANCE TAX APPRAISEMENT DATE _~_1a...:;.y~2_8~,_1_9_7_6 _ COUNTY __W_a_s_h_i_n->gt""--o_n _ FILE NO._6....3...--'6"-'9....-.....1....2....6.....7 _ Whereas,Anna Lundy late of __W_a_s_h_i_n=g'-t_o_n _ in the County of Washington Commonwealth of Pennsylvania,having died on the c2c1~day of September 19~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Harold Smith ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset Unit Appraisement Values Made for Inheritance Life Estate Appraisement Tax Purposes $ Real Estate $15,000.00 (Life Estate to daugh~er in Real p ~ltv 35.460.82 Estate-$15,000.00,and all Accoun s Gross 50.460.82 held in Charleroi Federal Savings D f1 D 5.913.12 (1 Loan Iss.-$22,466.82)Resideu Clear Value 44,547.70 To laughter)- At the death of the decedent the Life Tenant,Edna Lundy Sitte.was 69 vrs.of age. Life Estate $37~-466.82 .--I "'1 Age Factor (69 yrs.)x .28552 ; I N Value of,Life Est,ate 10,697.$3 ,~10,697 53 ,,I ,- Total 10,697 53 (Tax BreakdoWn) I Life Estate $10,697.53 @ 6%=$641.85 ,"" Residue 7,080.88 @ ,,%=424.85 Total Tax Due 1.066.70 (Tax Paid In Full on 1-11-72) ~a~g been duly ~worn acco~law,I do h~~that the abeve a~made in_ formlty with Jaw on thiS o?'£:day of ~~'~~~~~ Appraiser 7' --lo:::::z~;..u.~...,;.c:::1c:;;:ii~~~~"'::'-,Penna. lvashington'Coullty 19 76 RESIDENT INHERITANCE'TAX APPRAISEMENT Estate of Anna Lundy Deceased. Late of Washington Date of Death,September 34 t 19~j' Appraisement Docket Vol.,_...;;3...;;8~_ Page,22-3 No.63-69-1267 Flied i;'Register's Office,May 28 ~mount of tax due,$_ "' (,..;. :.)-. , 1 . { J • DEPARTMENT OF REVE~UE Received, :r-:"',.J) ;.':i;lc;}:17.,. ~~J~~,~ •J '", ~-~--~ Examined and Approved,_ Wrote"abDout Appraisement, Appeal f"om Appraisement,_ Entered and charged,_ -, ~~ -" ~