HomeMy WebLinkAboutOC1970-0088 - ESTATE OF O'BRIENNo 6.3::.7.Q~8.8._ _ , _.._ _..
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
of JE.SSIE..H Q~BRIEN_--'--
Testate Form J
Deceased
Fiduciary__.C.hax:l~.s..C.A ..K~lle.L __._..
I.
Date of Date of
Decedent's death :Januar.Y-.~9,19.7.Q -.- -.-Grant of Letters Januar.Y-.2.6,...19.7.Q__.._-.
This is the.~fir.s.t..and.fin.Q.l..account filed in this estate.-.
If there have been former a~cou.hts filed in this,-estate~li'st file numbe}or number-and term :;.:.
J1
Election to take Not applicable.
Under or Against will.(cross out one)
Date Election Place of;
Filed Record _._..
Name of survIving spouse ..N".one ,_ _ _.._,_ _ _ _.._._..__.__..
List issue,where material:
Not material as balance is payable to trust but she is survived by one daughter,Rhoda
A.Boettner.
Did decedent marry after execution of will?(indicate):xllS.No.Any children born after execution of will?(indicate)
l\eK:No.If answer yes,name them _____.._.._ .
Leg.atees
Western Pennsylvania
National Bank"Trustee
Relationship
None
l
Interest
Entire
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed: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.Moc
If any exception give cause:,·.
T
File copy of Notice
and date of mailing y.e.s,..April.22,..1.971 .
Is estate subject to the filing'of a Fecleral'Estate Tax Return?X~.tL .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.5.6.Q•.O'O..plua.$2.40.'O.Q..d.is.c.ount
or a total credit of $4"800.00.',-
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
-J "
Balance for distribution per account,SEE SCHEDULE ATTACHED HERETO.
Itemize any additional debits not shown by account:$.
Total additional debits (Add)
Itemize any additional credits not shown by account:
$.
:-'1 ,.t.-
Total additional credits (Subtract)
Balance for distribution
$.
$.
$1"404.00
$'>50.00
L
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
The cash balance above referred to is in numerous savings and loan associations and bank
Certificates of Deposit (which may be titled income funds"growth funds or otherwise).
The entire balance for_dis_tribution is in cash excepting:
54 shares -Western Pennsylvania National Bank at 26
1 share -Victor Oil and Gas Company
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.,
ESTATE OF JESSIE H.O'BRIEN
62.89
4.00
10.00
BALANCE FOR DISTRIBUTION PER ACCOUNT,
Itemize any additional debits not shown by account:
State Mutual Savings &Loan Association
interest $
Victor Oil and Gas Company -royalty $
Delaware Fund,Inc.-dividend $
Western Pennsylvania National Bank -
Savings Bond G7166l -interest $519.06
less amount appraised as principal 492.72
$26.34
Western Pennsylvania National Bank -
Savings Bond G71648 -interest $519.06
less amount appraised as principal 504.95
$14.11
$82,849.72
Western Pennsylvania National Bank -
Savings Bond G71644 -interest $519.06
less amount appraised as principal 259.61
$
Mutual Savings &Loan Association -interest $
Community Savings &Loan Association -
interest $
Great Western Savings &Loan Association
mutual -formerly Equitable Savings &Loan $
State Mutual Savings &Loan Association -
interest $
Western Pennsylvania National Bank -
dividends $
Victor Oil and Gas Company -royalty $
Gallatin National Bank -Savings Bond
Y6631 -interest $
259.45
66.06
66.05
62.89
62.89
15.12
3.00
275.00
TOTAL ADDITIONAL DEBITS (ADD)
Itemize any additional credits now shown by account:
Internal Revenue Service -federal estate
tax $2,262.34
Russell Marino -addititnal for filing
Account ~4.00
TOTAL ADDITIONAL CREDITS (SUBTRACT)
BALANCE FOR DISTRIBUTION
$927.80
$2,266.34
$81,511.18
I-i
..,
I,
If Family Exemption claimed by Petition,give place of Record:NQD..~___.__.__. .__.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:__._.
List any advancement or distribution on account that has been made,and nature and amount of same:
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:
Western Pennsylvania National Bank,Trustee
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly..__.....s.w:.oru .....doth depose and say
that the facts set forth in the foregoing petition are true
to the f}st of ..~i.s--..---knowledge and belief.
..~----..---.to and subscribed before
~e th;sJ2_t!'_:d~/_(19_1../
Signature of Offlc~-i.'.~..".............
T;tle of Officer ~~~_
Office expi res s!iA:./.~..{,.I..9....2..3 .
Mary Jane Smith,Notary Public,
Washington,Washington County,PI.
My Commission Expires
February 28,1973
And your petitioner will ever pray,etc.
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--,----~
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I ~'.No.63-70-88
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Estate of JE.s.s.r~_.H_.Q!.:SBJ~N .._ .
Deceased
Fiduciary...g.li§.rJ~_E?__g!.__K~n_~_:r.._
PETITION SUR AUDIT
FROM WHEIRE 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 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.
..~~g._9_Q~J5.~__K_~_U~:r~XQh~__~__P§.y ,..
AttorneyS
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Q!nmmnuweaUq nr tbuusyluauia,~ss:
lJasqiugtnu QInunty,\
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
J
on the 26 the day of January A.D.19 70 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Jessie H.O'Brien
late of Califomia in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Charles C.Keller
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,RUB se11 Marino
grant these LETTERS TESTAMENTARY,unto the said
Charles C.Keller
,Register as aforesaid,do
committing unto him the administration of all and singularr the goods and
himchattels,rights and cr,edits,which were of said deceased,and requiring
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 26th.
day of January in the year of our Lord one thousand
nine hundred and Seventy
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OF
,.1 eSSIE H.OfBHIEN
I J Jessie H.O'Brien,of the Borough of California,Washington County..Perm-
::»'lv'wia,d:)hereby rna.ke my La81 Will and Tcstarnent,re-(roking all Wills b:y me at
:lnyi:ime heretofore made.
IT'EM 1.I direct the payment out of my estate of the expenses of my illness
and funeral.
ITEM II.I direct that all estate,inherit;ll1Ce and succession taxes on pro-
perty pas~ing under this my Will shall be paid out of the principal of my general os-
tate to the same effect as if said faxes were expenses of administration,and all legacies,
devises and other gifts of principal and incol1'lc made by this rny WD1,or by any Codicil
hereto,shall be free and clear thereof.In the absolute discretion of my executor,he
may pay such taxes immediately,or he may postpone the payment of taxes on future or
remainder irJtcrests until the tim·2 possession thc:reo£3.ccrl.ied to the beneficial)'.
ITEM III.I give,devise and bequeath all of my property,real and pers'onal,
wheresoever situate,to the WESTERN PENNSYLVANIA NATIONAL BANK~IVlcKeesport,
in trust nevertheless,for the following uses and purposes:
(1)To pay all the income to my daughter,Hhoda Abigail Boettner,for
life.
(2)Thereafter,to pay the income from the trust estate in equal shares to
Dermis Rodney Boettner and Dennise Rhoda Boettner,for life.
(3)Thereafter,at the death of Dennis Rodney Boettner or Dennise Rhoda
Boettner,or both of them,to distribute in remainder in fee simple to his,her or their
issue respectively,per stirpes,the portion of the trust in which the parent held a life
interest.
If~~~erV~-----
-1-
(4)"It is 111.y express intention 11.1:1.1.my property,a.nd all the enjoyment
therefrom,shall inure to and be con[in(~d 10 m.y issue within the statutory period over
which I may exercise control and in the evcnt any line of issue should terminate,such
,
property and enjoyment shall thc-;rcafter inure to rny issue,who shall survive such ter-
m-ination and in the event of ultimate defaltl.t in issue,thcn such property and enjoyment
shall vest in The Hotary Foundation of Hotary lnternational.To this end,I hereby mak c
the following provisions:
(a)In the event the said Rboda Abigail Boettner should predecease me,
then upon my death the income from my trust estate shall be paid in equal shares for
life to Dennis Rodney Boettner and DenniseF:.hoda Bocttner,and thereafter,as he1'ein-
above provided in Paragraph 3 of this item.
(b)In the event Rhoda Abigail Boettner,Dennis Rodney Boettner and
Dennise R.hoda Boettner should predeccase me,then my entire estate shall vest in fce
simple at my death in The Hotary Foundation of Rotary International,and the trust here ..
in provided shall not take effect and my executor shall make distribution to such charity
directly.
(c)In the event Dennis Rodney Boettner or Dennise Rhoda Boettner,
or both of them,should predecease me or 'Rhoda Abigail Boettner,leaying issue.,then
the portion that would have gone to the decedent or decedents for life shall,on the death
of the survivor of Rhoda Abigail Boettner or myself,vest in thB issue of Dennis Rodney
Boettner and Dennise Rhoda Boettner,or both of the,per stirpes,in fee simple.
(d)tn the event Dennis Rodney Boettner or Dennise Rhoda Boettner
should,without issue,predecease either me or Rhoda Abigail Boettner,then the sur-
vivoI'of Dennis Rodney Boettner and Dennise Rhoda Boettner shall have a life interest
I'-J2"~.¥&d4~__
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in the entire trust corpus and rec'p]'Ie :)U1.he inrOlnc thel:'drom after the death of IU10da
Abigail Boettner.
(e)In the event boLh Dennisllodney Boettner and DeDnise H.h:)da
Boettner predecease Hhoda AbigaiJ 130eHncr,\l./ith(Hll i s::'uc~;then my entire estate shall
vest at the death of Rhoda Abigail Boettner in remaind(~l'in fee simple in The Jlotary
Foundation of Hotary InternationaL
(f)After the vesting of their life estates,should the first to die of
Dennis Hodney Boettner or Dennise Rhoda Boettner die without issue,such interest
shall go to the survivor for life,and thereafter be distributed as such survivor's own
interest is distributed.
(g)After the vesting of their life estates,should the survivor of
Dem1is Hodney Boettner and Dennise Rhoda Boettner die without issue,the portion of
the trust estate in which he or she held a life interest at death,shall vest in remainder
in fee simple in the issue of the other,and in default of such issue,shall vest in 1'0.-
mainder in fee simple in The Hotary Foundation of Hotary International.
(5)The trustee shall collect the income and after paying all expenses in-
cident to the management of the trust shall apply the income as hereinabove set out,
with the power to apply portions of the principal,in the sole discretion of my trustee,
as it may deem necessary for the maintenance,support,and education of the benefi-
caries hereunder during the period of their interest.I direct that any payrnent for main-
tenance or education shall be made at the discretion of the Trustee,without the inter-
vention of a guardian,and the receipt of such persons as may be selected by my trustee
to disburse the same shall be a sufficient acquittance.The Trustee shall make sistrtbu-
tion of income at least annually,and at the discretion of any adult beneficiary,as often
as quarterly.
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l'rBM IV ~Neither the principal nor the income of the trust estate shall be
liahLe for tIle debts of any beneficiary hereunder,nor shall the same be subject to
seizure or attachment by any creditor of any beneficiary hereunder under any writ or
proceeding at law or in equity,and no beneficiary hereunder shall have any power to
sell,assign,encumber,or in any manner to anticipate or dispose of his or her interest
in the trust estate or il~the income pr~duced thereby.
ITEM V~The Trustee shall have the following powers:
(l)For the payn1.ent of debts or for any purpose of administration or dis-
tribution,power to sell,mortgage,lease,alter,improve,partition and exchange all
or any of my real estate,at any time during the continuance in whole or in part of the
trusts hereby created and at the termination t.hereof for purposes of distribution,selling
at public or private sale,for such prices and upon such terms as to cash and credit as
it may deem best,and to grant and convey good and sufficient title,without liability 0~1
the part of the purchasers or other persons so dealing with the trustee,to see to the
application of the purchase or consideration monies.
(2)To purchase or otherwise acquire real estate and to exercise the same
powers thereof as hereinbefore provided with respect to the other real estate in the
trust estate.
(3)To invest and reinvest the trust estate or any part thereof in any kind
of property,real or personal,including,without limitation,mortgages or mortgage
participations,common trust funds,comm.on stocks,preferred stocks,bonds,notes
and other securities,regardless of whether the same are legal investments for trust
funds as now or hereinafter defined by law,whether by Statutory enactment,judicial
decision,or otherwise.
(4)To borrow money and pledge any stocks,bonds or other personal pro-
-4-
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;•Y of the trust estate as security therefore,vrithout liability on the part of the
.'/1c!<.:l'to f3ce to the appJ.ication,of said money.
(5)To purchase secvrities at a prerniul1l,to am0rtize the premium out
of income,or to charge the sarne to principal or income,or partly to principal and
partly to ·inc01'ne,at such times and in such amounts as it shall deem best.
(6)To exercise any option to subscribe for stocks,bonds or other in-
vestments.
(7)To join in any pl8.n of lease,mortgage,consolidation,exchange,1'2-
organization or foreclosure of any corporation in which the estate rnay hold stocks,
bonds or other securities.
(8)To retain indefinitely any part of the trust estate..teal 0'1'personal,
which is or may become unproductive,or in the discretion of the T'rustee to make
sale therenf,The Trust0c in its d:i sc:cetion rnay.pay the carrying chci.rges <'lIlt]expenses
of property,during any year in which it is unproducttv8,out of the principal of the
trust estate,or out of the income or partly out of such principal of the trust estate,or
out of the income or partly out of such principal or income and it may from time to
time reimburse the principal or income for the whole or part of said charges 311.d ex-
penses.The Trustee may apportion the proceeds of sale of unproductive property be-
tween principal and income according to law,or in its discretion may pay said proceeos
into principal without apportionment.
ITEM VI.The corporate trustee shall be entitled to receive annually compen.sa-
tion for its services hereunder in accordance with the schedule of compensation of cor-
porate trustees currently in effect when the services are performed,but not in excess
of such compensation as would be approved by the Court of competent jurisdiction.
ITEM VII.I nominate,constitute and appoint Charles C.Keller as Executor
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r _
,,....
-..."
of this my Last v\Till and Tcstanh:nl.
IN WITNESS WHEl~EOFs I have hel'(.'llUfu set my hand to this my Last Will
and Testament,consisting of six (6)pages;to <::ach of whieh I have affixed my Sig11a-
Signed,sealed,published and declared by Jessie H.O'Brien,the above named
testatrix,as and for her Last Will nnd Testament,in the presence of us,who at her
request,in her presence and in the presence of each other,all being present at the
same time,have hereunto subscribed our 11arnes as witnesses:
-6 -
\...Ma!y Jane Smith,Notary Public
washington,Washington County Pa.
My Commission E!p,lres '
FiibrlJ1l:ry:'2lt:1973
l\ffibuuit (@f 1£xrrutnr ®r i\bmtuiatrutnr
~tutt of 'tuungluuu1u l
Cltpuutg of mun41ugtou )nn:
Personally before me,the undersigned authority,a __.N_Qtary_Public in and for said
County and State,appeared Charle.s_.G.__K_e.llex who,being duly
sworn according to law,deposes and says that he is"the executor »K=mdmmixtlrnkJr of the es-
tate of J_ESSIE_H..~_O"_B.RIEN deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of .Je_ssie._H...__Q!Brien ,
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 thubove named Executor dministrator.
Sworn and subscribed before me this .«;r }
~~~:~~~-X ~.
ADDITIONAL INSTRUCTIONS
1."Ai,l"inventory must be filed within three months after appointment of personal r,epresentative.
2.A g·ripj>1emental inventory must be filed within thirty days of discovery of additional assets.
3.1 O"dginal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies 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
~UUtutorg uub !\pprU1ntmtut ,of the goods and chattels,rights and credits which
were of JESSIE..H..:.'O.'.B.RIEN..late of B.or.ou.gh..of..C.alifornia ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
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Me!lon National Bank &Trust Company (Charler1~Office)
Certificate No.E01820 -dated August 4"1966 '~"~._-
Accrued interest on same'"8/4/69 to 1/19/70
DOLLARS
,..Savings
5"000
109.
CENTS
00
20
Mellon National Bank &Trust Company (Charleroi Office ..
Savings Certificate No.E01863 ..dated September 6.1966
Accrued interest on same lit 9/6/69 to 1/19/70
Mellon National Bank &Trust Company (Charleroi Office)eo
Savings Certificate No.E40803 eo dated July 7"1967
Accrued interest on same -7/7/69 to 1/19/70
Western Pennsylvania National Bank (California Office)..
Savings Bond No.G 71661 ...dated March 3"1967
Accrued interest on same -3/3/68 to 1/19/70
Western Pennsylvania National Bank (California Offic~).
Savings Bond No.G 71648 ..dated February 4.1967
Accrued interest on same"2/4/68 to 1/19/70
Western Pennsylvania National Baq,k (California Office)...
Savings Bond No.G 71644 ..dated January 10"1967
Accrued interest on same"1/10/69 to 1/19/70
CONT'D ON NEXT PAGE.
5.000
92
5.000
124
5.000
,
492
.5~000
504
5.1 000
259
00
17
00
26
00
72
00
95
00
61
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INVENTORY AND APPRAISEMENT
CONT'D
Gallatin National Bank (Brownsville Office)..
Certificate of Deposit No.Y6947 ..dated June 3~1967 5~000 00
Accrued interest on same"6/3/69 to 1/19/70 158 24
Gallatin National Bank (Brownsville Office)-
Certificate of Deposit No.Y6631 ..dated May 1~1967 5~000 00
Accrued interest on same"5/1/67 to 1/19/70 181 50
Gallatin National Bank (Brownsville Office)..
Certificate of Deposit No.Y6600 ..dated April 7~1967 5~000 00
Accrued interest on same"4/7/69 to 1/19/70 197 28
Pittsburgh National Bank (California Office)...Savings
Certificate No.3117 ..dated December 5~1969 5~000 00
Accrued interest on same"12/5/69 to 1/19/70 30 14
Pittsburgh National Bank (California Office)..Savings
Certificate No.7106 ...dated October 2~1969 2"000 00
Accrued interest on same'"10/2/69 to 1/19/70 29 57
Pittsburgh National Bank (California Office)"Savings
Certificate No.13476 ...dated October 5"1966 2~000 00
Accrued interest on same"10/5/69 to 1/19/70 29 04,
Pittsburgh National Bank (California Offic~..Savings
Certificate No.'13488 ..dated November 2~1966 2"000 00
Accrued interest on same'"11/2/69 to 1/19/70 21 37
Pittsburgh National Bank (California Office)...Savings
Certificate No.13489 ...dated November 4~1969 2"000 00
Accrued interest on same"11/4/69 to 1/19/70 20 82
Pittsburgh National Bank (California Office)..Savings
Certificate No.8555 ..dated November 8~1965 1~000 00
Accrued interest on same"11/8/69 to 1/19/70 9 72
Pittsburgh National Bank (California Office)...Savings
Certificate No.325 ...dated October 3"1963 1~000 00
Accrued interest on same"10/3/69 to 1/19/70 14 78
Community Savings &Loan Assn.(Long Beach~California)
Certificate No.032-651334-8 ..dated July 10~1967 ..
f;interest payable quarterly from 9/30/67 5~000 00
j
Accrued interest on same"1/1/70 to 1/19/70 13 01
CONT'D ON NEXT PAGE.
.,
INVENTORY AND APPRAISEMENT
CONTID
Equitable Savings &Loan Assn.(Pomona~California).:.
Certificate No.227-970675 ...dated June 26.1969
Accrued interest on same 12/26/69 to 1/19/70
Mutual Savings &Loan Assn.(Pasadena~California)..
Certificate No.MT-13933 -dated July 3~'1967
Accrued interest on same"1/3/70 to 1/19/70
State Mutual Savings &Loan Assn.(Los Angeles..California)
Certificate No.806951-0 -dated July 29~1968
Accrued interest on same -10/29/69 to 1/19/70
Conestoga National Bank (Lancaster~Pa.)..checking account
5~000 00
16 44
5,000 00
10 96
5.000 00
54 80
675 81
Pittsburgh National Bank (California Office)-
The bank balance shows
less three outstanding checks
or a net balance of
$1..332.59
183.'60
1..148 99
;.
54 shares -Western Pennsylvania National Bank -
common stock at 26
20 shares"American Sugar Refining Company"
5.44%preferred stock at 9 3/8
$500.00 ..5.30%subordinated debenture ..American Sugar
Company -Certificate No.RV569 due April 2..1993
at 65 5/8 ',
5 shares -United Fruit Company -common stock at 50
10 shares -Libbey-Dwens-Ford Glass Company
common stock at 42
20 shares -Ancorp.National Services"Inc.at 20 3/16
159 shares -National Securities Series ..Income Series
at $5.46
200 shares"National Securities Series ..Dividend Series
at $4.33
117 shares ..National Securities Series"Stock Series
at $8.30
100 shares OM Wellington Fund..Inc.at $11.67
408 shares OM Dividend Shares..Inc.at $3.68
20 shares'"G.C.Murphy Company"common stock at 20 7/16
100 shares'"Delaware Fund~Inc.at $12.66
CONT'D ON NEXT PAGE.
1,,404
187
356
250
420
403
818
866
971
1..167
1,501
528
1..266
00
50
25
00
00
75
14
00
10
00
44
75
00
------------------------------------------,
"I ...., '"..•
INVENTORY AND APPRAISEMENT
CONT'D
66 shares -Kroger Company -common stock
at277/8
1 share ...Victor Oil &Gas Company
Commonwealth of Pennsylvania -retirement check for
January
TOTAL
1~839
50
119
96..344
50
00
79
60
·"I '....('
~
~
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~
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
.J!
The within named Accountant being duly sworn according to law,deposes and say S that the above account
as stated is true and correct as....._..h~..verily believeS",
Sworn and subscribed be'fore me this ...J.G...~.....f/),
day af-~-r;r 19;_-'-:_~~-~
Mary Jane Smith,Notary Public
Washington,Washington County,Pia
My Commission Expires
February 28,1973
Washington County,55:
,
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 evidence by proofs
thereof filed to No ../c?3._--::.7.l-:.11.1..
Witness my hand and official seal thiS._3.~..
day oL ~_·__:'-:----------..--.....--------------------....19.71--...·····-'··n~{\n C4Af\..~Y-..._YJ.\..~__.__...
Register of Wills
~
1;\0
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"....:=!~~c;::t
1 0 ~<:)
zi <:)
-ell ~!il!1-1:i-~i ~
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OQ.Eo<.:IJ:lIi-ell P=:i .--I'~Eo<'J!w.!il!ell:
Ji1 1=:,;('-1 1-1:'~i ~Wi ~i
I !Wi ui!il!'01 ~cY1:1-:11 1=:,ell!
~.:+>iCf:li 00i ~~i H
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The Court is respectfully requested to determine
proper distribution in th~s es~~te/,r/.l.
§1 W ."b.,(AMnA
Co'unsel for A~untant
~."I i·
COURT OF COMMON PLEAS OF WASHINGTON CO"lNTY,PA.
ORPHANS'CO.RT DIVISION
FIRST AND FINAL ACCOUNT OF CHARLES C.KELLER,EXECUTOR OF
THE ESTATE OF MRS.JESSIE H.O'BRIEN,DECEASED
SUMMARY
PRINCIPAL ..PERSONALTY
SCHEDULE A
ReceiptsJ Page 2 $96"919.05
Disbursementsot Pages 2.1 3~4 ...16,,431.06
Balance ..Principal -Personalty $80"487.99
PRINCIPAL ...REALTY
SCHEDULE B
Receipts"Page 5
Disbursements"Page 5
$None
$None
Balance ...Principal ..Realty
INC0ME ...REALTY
SCHEDULE C
$None
Receipts..,Page 5
Disbursements..,Page 5
Balance ..Income ...Realty
$None
$None
$None
INCOME -PERSONALTY
Receipts.;t Pages 50t 6"7
Disbursements"Page 7
Balance -Income -Personalty
BALANCE
$2,)361.73
$Nene
$2,1 361.73
$82"849.72
I t -i ..
SCHEDULE A
PRINCIPAL >of PERSONALTY
RECEIPTS
Inventory and Appraisement as filed $96"344.60
1 share ..Select Theatres Corporation
sold"net
Internal Revenue Service ..income tax refund
$
$
11.63
251.60
66 shares'"Kroger Company"common stock
at 33 1/4 is $2"194.50;less commission of
$26.95;less New York state tax of $3.30;les
S.E.C.fee of $.05;less special fee of $13.48
Inventory value
SCHEDULE A,
2,,150.72
-1"839,50
TOTAL
$311.22
$96.1 919.05
1970
January 26
January 26
January 30
March 6
April 23
October 7
1970
February 11
PRINCIPAL -PERSONALTY
DISBURSEMENTS
Administrative Expenses:
Russell Marino'"Letters and Short Certificates
Washington County Reports'"Advertising Letters
Russell Marino ..Short Certificates
Brownsville Telegraph'"Advertising Letters
Russell Marino ..Filing Inventory and Balance of Letters
Russell Marino ...Eleven Short Certificates
Mary Jane Smith"Notary.,...Affidavits
Charles C.Keller"Accountant's Commission
Peacock"Keller"Yohe &Day ...Accountant's Attorneys
Russell Marino ...Filing this Account
Preferred Debts:
Fred F.Groff -Funeral Bill
$26.50
$14.00
$12~00
$9,00
$20.00
$11.00
$15.00
$3,;t 000.00
$5",666,.88
$17.00
$1"399.28
March 5 Whitehall Nursing &Convalescent Center $342.00
1970
March 5
March 30
April 6
June 8
1970
,.'•
Henkel &McAllister -Drugs $54.69
Richard H.Weber"M.D•.,;.Medical services $10,00
Henkel &McAllister ...Additional Drugs $3.00
Carl C.Kessler"M.D....Medical Services $20..00
Other Bill>:
~";
April 6
1970
Geddan Brothers Service ...Rent
Taxes:
$85.00
April 13 Russell Marino ....on account of Pennsylvania Inheritance Tax $4"560.00
Loss on Sale of Assets:
National Securities Series,;.Income Series
159 shares at $4..62 $734.58
Less Inventory value -$818,14
Loss on Sale $83..56
National Securities Series ....Dividend Series
200 shares at $3..69 .$738.00
Less Inventory value -$866..00
Loss on Sale $128.00
National Securities Series ...Stock Series
117 shares at $7..22 $844.74
Less Inventory value -$971,,10
Loss on Sale $126..36
Wellington Fund"Inc.
100 shares at $10.77 $1"077.00
Less Inventory value -$1..167,00
Loss on Sale $90,00
Dividend Shares,J Inc.
408 shares at $3,225 $1"315.80
Less Inventory value -$1.501.44
Loss on Sale $185..64
Delaware Fund"Inc,
100 shares at $11.55 $1"155.00
Less Inventory value ..41..266.00
Loss on Sale $111.00
American Sugar Refining Co,...5.44%cum,pfd.
20 shares at $8.375 is $167.50;less
commission of $6.00;less New York state
tax of $.50;less S..E.C..fee of $.01;less
special fee of $3,00 $157,99
Less Inventory value ,;.$187.50
Loss on Sale $29.51
.,.3 ...
•I I -,_J ..
("I _\.,
$500.00 ...American Sugar Company
Sub.Deb.Reg.at 64 1/4 is $321.25
plus interest of $3.24 is $324.49;less
commission of $5.00;less special
fee of $2.50 -net proceeds $316.99
Less Inventory value -$356.25
Loss on Sale $39.26
There were applied 5 shares of United
Fruit Company""common stock.,.which
during administration was converted
to 8 shares ...United Brands,J common"
and 5 shares ...United Brands"$1.20
convertible preferred.
8 shares ....United Brands ....common
at 12 3/8 is $99.00;less commission
of $5.94;less New York state tax of
$.30;less S.E ..C.fee of $.01;less
special fee of $2.97 .;.net proceeds is $89..78
5 shares""United Brands Co.$1.20
cv.pfd.at $13.375 is $66.88;less
commission of $4.01;less New York
state tax of $.19;less S.E..C.fee of
$.01;less special fee of $2.01
net proceeds is $60.66
Total net proceeds for both items $150.44
Less Inventory value .;.$250.00
Loss on Sale $99.56
Libbey....Owens...Ford Company
10 shares at 35 1/8 is $351.25;less
commission of $8"03;less New York
state tax of $.50;less S.E .C..fee
of $.01;less special fee of $4.02 $338.69
Less Inventory value ...$420.00
Loss on Sale $81.31
Ancorp National Service
20 shares at 16 1/2 is $330.00;less
commission of $7.60;less New York
state tax of $.75;less S..E.C.fee of
$.01;less special fee of $3.80 is $317.84
Less Inventory value ...$403.75
Loss on Sale $85.19 X
G.C.Murphy Company
20 shares at 21 7/8 is $437.50;less
commission of $9.38;less New York
state tax of $1 ..00;less S.E.C.fee of
$.01;less special fee of $4.69is $422.43
Less Inventory value ...$528.75
$106..32
TOTAL $16.1 431.06
...4 ...
:.
,,,."
SCHEDULE B
PRINCIPAL -REALTY
RECEIPTS
None $None
TOTAL $None
SCHEDULE B
PRINCIPAL -REALTY
DISBURSEMENTS
None $None
TOTAL $None
SCHEDULE C
INCOME -REALTY
RECEIPTS
None $None
TOTAL $None
SCHEDULE C
INCOME -REALTY
DISBURSEMENTS
None $None
TOTAL $None
SCHEDULE D
INCOME -PERSONALTY
RECEIPTS
Dividends:
National Securities Series ...Stock Series
6 shares at $7.22 $43.22
National Securities Series -Income Series
4 shares at $4.62 $18.48
National Securities Series -Dividend Series
3 shares at $3.69 $11.07
...5...
",..
"
Dividend Shares"Inc.$30.60
'National Securities Series ...Stock Series $32~46
Victor Oil and Gas Company $28.00
United Fruit $6.00
National Fruit (possibly United Fruit)$6.72
Kroger Company $64.35
G.C.Murphy Company $18.00
Libbey...Owens-Ford Company $19..00
Delaware Fund"Inc.$53.90
Ancorp National Service $15.00
Wellington Fund"Inc"$33.00
National Securities Series ...Income Series $37.56
American Sugar Refining Co....pfd.$20.50
American Sugar Company'"Sub.Deb..Reg.$16.65
Western Pennsylvania National Bank $57.24
Select Theatre:s $.50
National Securities Series'"Dividend Series $60.12
1970 Interest:I
March 30 Equitable Savings &Loan Assn.$62.93
Less portion of same as principal ·4 16.44
$46.49
April 8 Mutual Savings &Loan Assn.$97..27
Less portion of same as prinCipal -$10.96
$86.31
April 8 Community Savings &Loan Assn.$62.93
Less portion of same as principal -$13.01
$49.92
April 13 Gallatin National Bank -No.V6600 $250.00
Less portion of same as principal -$197.28
$57,.72
June 8 State Mutual Savings &Loan Assn..$62.89
Less portion of same as principal -$54.80
$8.09
...6-
..._ • I
•••..
-----------.--~
".
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 officiarl legal periodical for said Washington County,published weekly
having 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.?2 !2.?.9..
February 5,12,1970............................................................................................................
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the:~g~~~mfum~fid~:::_~::~
Sworn to and SUbSCri~me ~__~ur
J.?.t.h day of .f..~J?f.!:!.~.~Y.,19 ?Q.~.
.......lciz~~-I......~....2!..~~
Notary Public
KATHERINE C.NICHOLAS N
Washington,Washingto':Atarr Public~'y C '.n "".,Pa-Il •omr:llsslOn ExpIres
,.ovember 1,1973
Estate Notices
The Register of WiHs has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•••••• •••••••••••
O'BRIEN,JESSIE H.,Dec'd.
Late of California,Washington Coun-I
ty,Penna.IExecutor:Charles C.Keller,Box 547,California,Penna.
Attorneys:Peacock,Keller,Yohe &
Day,68-70 E.Beau St.,waShin.gton,JPenna.15301
-
rI Proof of Publication of Notice,in Brownsville Telegraph
Under Act No.587,Approved May 16.1929.
-..
State of Pennsylvania,
County of Fayette
~9..~.~E.1-.~.~....~..~...~9.!5.~.~.~.~¥..L.!?~.~..~R1.~!..~of the BROWNSVILLE PUBLISHING CORPORATION,
of the County and State aforesaid,beinl{duly sworn,deposes and says that the BROWNSVILLE TELE-
GRAPH,a newspaper of general circulation published at 16-18 Bridge Street,Brownsville,County and
State aforesaid,was established January 27,1915 since which date the BROWNSVILLE TELEGRAPH
has been regularly issued in said County,and that the printed notice or publication attached hereto is ex-
actly the same as was printed and published in the regular editions and issues of the said BROWNS-
VILLE TELEGRAPH on the following dates,viz:
...........................................................~!il:~.~~r..y.?7..,E.~R.r.~.§..r..Y.J.!)..Q.,...................................A.D.19 7.Q.
Affiant further deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH-
ING CORPORATION,a corporation,publisher of said BROWNSVILLE TELEGRAPH a newspaper
of general circulation,to verify the forel{oing statement under oath,and affiant is not interested in the
subject matter of the aforesaid notice or advertisement,and t at all allegations in the foregoing state-
ments as to time,place and character of pnblication "'?~~~_4 _
BrOWDSvWe Publishing Corporation/
---'OR'SNOliCEfE)(.ECUl,O'BRIEN
E tate of jESSIE/"'caHtornia,
s d late 0 na \'decease,countV,pen 'upon
Iwasl\ington,.estamenta~v been,
,Letters estate l\a'llng 'gned,1
toe aboVe t"e undersl t"Ose'd to I'•n to II 1;gra~te.l\erebV give a\<.e im-',
.notice I~toeretO to ~to tnose,
1inde~te payment.an ands to,mediate . s or dem tnavingclaimforsettlemen.
Present toem C Keller '\cnarles .
Boll 547 .pa.california,
KeLLER,'PEACOCK,Y Attornevs
E 8<DA ,yOH B au st.,
b8-70 ~ast epa.15301 _-:-...:::!washington,_------....------
Sworn to and subscribed before me this ?!±.~~_.
day Of_~~~:~~______--;'19 ;--:.~PU""C
--IG)Pi4A-/J--~tlfi~~~bM~155;~~..I'm¥;--M,
JAN.23.1971
Statement of Advertising Costs
Peacock,Keller,Yohe &Day,Attorneys at-...............................................................................................1aw·
68-70 East Beau Street
~!~.~.~~.~.g~.'?p..~.r..~.~E:~.y..~.y.~~.~.~~2)_'?1-.
TO BROWNSVILLE PUBLISHING
CORPORATION,DR.
For publishing the notice or publication at-9 00
tached hereto on the above stated dates $~.
Probating same $ .
Total $9..!.Q.9..
Publisher's Receipt for Advertising Costs
THE BROWNSVILLE PUBLISHING CORPORATION,publisher of the BROWNSVILLE TELE-
GRAPH,a newspaper of general circulation,hereby acknowledges receipt of the aforesaid notice and
publication costs and certifies that the same have been duly paid.
BROWNSVILLE PUBLISHING CORPORATION,a Corporation
Publisher of Brownsville Telegraph,a Newspaper of
General Circulation _ .
By _.
(ttnurt nf (ttnmmnu
@rp4uun'
~lt
In the matter of the Audit of Account in
JIrun nf -ltun4iugtnu
Qruurt iiuininu
(ttnuuty
j
EstMe of JESSIE H.O'BRIEN
TO THE AUDITING JUDGE:(,
N 63-70-880.-=-=--...:.....::..-.:=-=-_
('
Enter o-'--u_r ,appearance for the Accountant.
--=:...:::...:::.::-_,day of -=:~':J___--,/-'_l-"191.L..-
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate conci.se state-
ment in that regard.
">
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C'--_""-~
No.63-70-88
In re Audit of Account in Est8Jte of
JESSIE H.O'BRIEN
AUDIT
'rattipt fnr !\pptaraUtt
FOR
Accountant
PEACOCK..KELLER..YORE &DAY
AttorneyS
~2
1<
j
In t4:e ataurt af atammon JUrus af lIus~ingtnn ataunt!}.
'rnnsyluuniu.®rp~uns·atamt 1ltinisinn
ESTATE OF 63-70-88No.__-'--_
Jessie H.O'Brien
deceesed
Firs t snd FinalInthematterofthe:_
Account of Charles C.Keller
Executor
J
$82,849.72
927.80
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional debit asked at audit
ADJUDICATION AND DECREE
And now May tt?fl-,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof !te ~~anc~for distribution in the hands of the Accountant is determined to be$1,ll.l~and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeol be taken herefrom sec.leg.
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts~1
Afitorney__-=P:....:e::.:a::..:c::.:o::.:c::..:k=-.L....:K:::.;e::..:1::.:1::.;e:;.:r~.I....oo:Y::.;o:;.:h:::.;e;.....;&;;.-:;D;;.:s;::;,.yl...-I
Washington County,Division of Personsl Proper-
ty Tax,per amended praecipe filed,
$83,777.52
2266.3L -$81,511'.18
68.00
Russell Marino,Agent,transfer inheritance
tax,$331.02
Interest rrom 4-19-71 to 6-4-71 2.54 333.56
Western Pennsylvania Ns.tional Bank,Testamen-
tary Trusteo,in trust under the terms or the
Will as set out in Item III,residue,including
ca~h,54 shares Western Pennsylvania National
Bank stock values at $1404.00 and 1 share
Victor Oil &Gas Company valued at $50.00;
held in kind and distributed as such at the
value as shown,810$9.38
$81,059.38
~';;'1 117/
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"
COURT OF COMMON PLEAS OF
WASHINGTON COUNTY~PENNA.'"
ORPHANS'COURT DIVISION
No.63 -7_0-88
IN RE:THE ESTATE OF
JESSIE H.I O'BRIEN~
DECEASED
-e ~-'""l
PETITION AND O~DER .
1
'-vk
LAw OFFICe:S
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PEACOCK.KELLER.YOHE &DAY
EAST BEAU BUILDING
}68-70 EAST BEAU STREET1"P:r'!J ..;/eN'NGTON.PA.1530'
\~/'"
'-
~--------rr-------------------------------------------
COURT OF COMMON PLEAS OF WASHINGTON CO.NTY~PENNA.'
ORPHANSI COURT DIVISION
IN RE:THE ESTATE OF
JESSIE H.O'BRIEN~
DECEASED
)
)
)
No.63-70-88
AND NOW.I this A.D•.,197,l;-comes
Charles C.Kell.er.,Executor of the a ove entitled estate.,and respectfully
represents:
1.That he has been the duly appointed and acting Executor of the
above entitled estate.
2.That Mrs.O'Brien~in her lifetime"expressed a desire to have a
certain type of stone placed on her grave.
3.That during the course of administration of the estate every effort
was made to secure such a stone which was a peculiar type of black marker
duplicating another one and that during the course of administration it was
impossible to find such a marker.
4.That at the time the Account in the above estate was filed"circum-
stances surrounding the same were forgotten by this petitioner and were
likewise forgotten at the time the Account was called for audit.
5.That thereafter and after distribution had been made of the major
portion of the funds"both principal and income in the above entitled estate"
such a stone was discovered.
6.That the Adjudication and Decree of your Honorable Court had been
filed at such time and that the cost of said stone was in the sum of Five
Hundred Twenty and 24/100 ($520..24)Dollars",a true and correct copy of
the bill is hereto attached and made a part hereof.
7.That in addition thereto it was necessary to pay the cost for filing
this Petition and in order to complete the administration that four additional
--------..---------_._-------
short certificates were required at a cost of Five and no/100 ,($5 ..OO)
Dollars and Four and no/100 {$4.00)Dollars respectively"
8.That notice of the intended presention of this Petition te your
Honorable Ceurt on the 10th day of January"1972 at 10:00 o'cleck a"m.has
been given to Mrs.Rhoda Boettner"life tenant"and to the Western Pennsyl':"
vania National Bank.1l Trustee to whom the funds were awarded.
WHEREFORE"your petitioner prays your Honorable Court to be
authorized to pay the bill aforesaid and to reimburse himself for the Five
and no/100 ($5.00)and the Four and no/100 ($4.00)Dollars as hereinbefore.
And he will ever pray.
PEACOCK:.!KELLER"YOHE &DAY
BY~~~~c.A tforneys
-2-
----------
COMMONWEALTH OF PENNSYLVANIA )
(SS:
COUNTY OF WASHINGTON )
Before me"the undersigned authority",personally appeared
CHARLES C~i KELLER"who"being duly sworn according to law"deposes
and says that the facts set,forth in the foregoing Petition are true and
correct as he verily believes.
Sworn to and subscribed
before me this 16th day
of _--:D;:...e.:..c,:.,e.:.;m::;;:.:.;b...;e~r_'_--J"A.D.;I 197~.
~~6NotryPublic
Mary Jane Smith,Notary Public
Wadlington,Washington County,Pe.
My Commission Expires
February 28,1973
------------",---------------------------------
..
___.u-._
6919
S.WHITE'S SONS
·WE ARE NOT THE BEST BECAUSE WE ARE THE OLDEST.
WE ARE THE OLDEST BECAUSE WE ARE THE BEST"
1273
/
In Our 150th Year
MAUSOLEUMS -MONUMENTS
Estate of Jessie H.O'Brit~D MARKERS
c/o Mr.Charles C.Keller,Attorney
68 E.Beau St.
Washington,Pa.15301
IF THIS ACCOUNT IS NOT PAID WHEN DUE,6%INTEREST WIL.L BE CHARQED FROM MATURITY.
S.WHITE'S SONS
68 W.MAIDEN STm
'NASH!NGTOn,PA.15301
1971
Oct.21 One duplicate black marker for JESSIE H.O'BRIAIT
Complete in Highland Cemetery,California,Pa.$520 4 24
PLEASE MAIL YOUR CHECK.WHICH IS A RECEIPT.NO OTHER WILL
BE MAILED UNLESS REQUESTED.THIS BILL IS NET.
THIS BILL IS DUE UPON PRESENTATION AS PER CONTRACT.
I
~
,'
•'~"
IN RE:THE ESTATE OF
JESSIE H.O'BRIEN"
DECEASED
o..,,
)
)
)
NOTICE
No.63 ...70-88
To:Rhoda Boettner"life tenant"and to Western Pennsylvania National
Bank,Trustee
Notice is hereby given that the following petition will be presented
to the Court of Common Pleas of Washington County"Pennsylvania~Orphans'
Court Division"on Monday mornin&January 14~1972"at-10:00 o'clock
a.m.at which time you may present objections"if any you have".to the
granting to the prayer thereof.
rles C.Keller.l
Estate of Jessie H.
COURT OF COMMON PLEAS OF WASHINGTON COUNTY~PENNA.,
ORPHANS'COURT DIVISION
IN RE:THE ESTATE OF
JESSIE H.:O'BRIEN"
DECEASED
)
)
)
No.63-70-88
AND NOW"this
ORDER
-e4(t~day of January"1972;1 the within Petition
presented to the court and it appearing that no objections have been filed
thereto"the prayer of the petitioner is'granted and the petitioner is
instructed to pay Simon White's Sons Five Hundred Twenty and 24/100
($520.24)Dollars for the black marker as aforesaid and to reimburse
himself for the cost of this proceeding and short certificates in accordance
with the prayer hereof.~~~g ~!tt9=.r c /J.
ESTATE
of
JESSIE H.O'BRIEN,Deceased
Trust for Rhonda A.Boettner
In the
Court of Common Pleas
of WASHINGTON COUNTY,PA.
ORPHANS'COURT DIVISION
No.-:6::...:3::....---..:7~0:....-~8:....:8:..-_
J
PRAECIPE FOR APPEARANCE
TO:The Audit ing Judge:
Enter ----'o"'-u=.r appearance for Integra Trust Company.
National Association.Successor to Integra National Bank/Pittsburgh
and Eguibank.formerly Western Pennsylvania National Bank.Trustee
BDATE:~~,('i't3>
OHE,DAY &ECKER~
Attorney for Integra T ust COmpany,
National Association,Successor to
Integra National Bank/Pittsburgh and \
EquibanlE forffierly Western Pennsylvaniaj
National Bank
ADDRESS:70 East Beau Street
Washington,Pennsylvania 15301
(412)222-4520
\
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
J
JESSIE H.O'BRIEN,
DECEASED TRUST FOR
RHODA A.BOETTNER
"-I_.J Ln ..,,-r/.._....-r"')"~~:'f;:0...::
c...._\~.~!(::)
1:.::::'1 ..'.."'-~...(..)
C:..•I .-;:'~::i.J.I r"'"I .......".",J C..,.)~...1.,<.1 I..r)r~,,:-::;,;f··...·•flI·_··.......I ~:~,.~~C~)~."'":,:..,~(.f):;?:",.~",~~",,,,1::5r:+~~("J 5::::~I.~,",I (.,")r...t...:1 0.,::
r'::'-=:::;(,1 :;:r::
Cf \:.s:
ORPHANS'COUR~DIVISION
NO.63-70-88 if
FIRST AND PARTIAL ACCOUNT
"CODE "
TRUST UNDER THE WILL DATED
APRIL 27,1957
FILED ON BEHALF OF INTEGRA
TRUST COMPANY NATIONAL ASSOCIATION
SUCCESSOR TO INTEGRA NATIONAL
BANK/PITTSBURGH AND EQUIBANK
FORMERLY WESTERN PENNSYLVANIA
NATIONAL BANK,TRUSTEE
COUNSEL OF RECORD
RICHARD J.AMRHEIN,ESQUIRE
PA I.D.#33245
PEACOCK,KELLER,YOHE,DAY &ECKER
FIRM #807
70 EAST BEAU STREET
WASHINGTON PA 15301
(412)222-3318
---~~~~~~~--~-----------------~':""1
;....~.r·Q••.'
FIRST AND PARTIAL ACCOUNT OF
JESSIE H.O'BRIEN,DECEASED TRUST FOR RHODA A.BOETTNER
INTEGRA TRUST COMPANY NATIONAL ASSOCIATION,
TRUSTEE
JESSIE H.O'BRIEN DIED:
DATE OF TRUSTEES RECEIPT
OF FUNDS
ACCOUNTING FOR THE PERIOD:
JANUARY 19,1970
MAY 25,1971
MAY 25,1971 TO
SEPTEMBER 17,1992
PURPOSE OF ACCOUNT:THE TRUSTEE OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED
PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION
OF THE TRUST.
IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED.REQUESTS FOR
ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH:
SUSAN L.STOUT
ASSISTANT VICE PRESIDENT
INTEGRA TRUST COMPANY
NATIONAL ASSOCIATION
P.O.BOX 837
PITTSBURGH,PA 15230
(412)355-4812
JESSIE H.O'BRIEN,DECEASED TRUST
SUMMARY OF ACCOUNT
---~-~---~~-------~---------~--------------.
JESSIE H.O'BRIEN,DECEASED TRUST
COMPOSITION OF NET BALANCES
CLOSING PRICES
AS OF 09/25/92
PRINCIPAL -PERSONALTY
MISCELLANEOUS
ACCOUNT
VALUE
645 UNITS SHORT INTERMEDIATE
GOVERNMENT
211 SHARES GROWTH TRUST
1,035 UNITS INCOME TRUST
537 UNITS VALUE TRUST
651 UNITS INTERMEDIATE GOVERNMENT
TRUST
250 SHARES SELECTED STOCK FUND
86 UNITS VISTA GROWTH &INCOME FUND
TEMPORARY INVESTMENT
$6,798.30
4,500.63
11,209.05
6,637.32
6,789.93
4,485.00
2,220.52
$6,695.10
4,752.93
11,089.62
6,680.28
6,562.08
4,537.50
2,233.42
1,600.77
$44,241.52
$1,600.77 FEDERATED TRUST FOR SHORT-TERM
UNITED STATES GOVERNMENT SECURITIES FUND
(TREAT AS·CASH)1,600.77
$44,151.70
CASH 0.00
$44,241.52
0.00 /"
$44,151.70
CASH
INCOME -PERSONALTY
250.33 250.33
COMBINED TOTALS $44,491.85 ~$44,402.03 ~
*NOTE:ALL CASH IS INVESTED IN FEDERATED TRUST FOR SHORT-TERM
UNITED STATES GOVERNMENT SECURITIES FUND
2
-----~--------~~~~~~~~~~~~~~--------------.
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL -PERSONALTY
RECEIPTS
PRIOR AWARD
CHARLES C.KELLER,EXECUTOR OF THE ESTATE
OF JESSIE H.O'BRIEN,DECEASED
AWARDED BY DECREE OF DISTRIBUTION DATED
MAY 25,1971 AT #63-70-88 BY THE COURT
OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION,
BALANCE VIZ:
STOCKS
54 SHARES WESTERN PENNSYLVANIA
NATIONAL BANK CORPORATION,
COMMON ('7(/t:.-f
1 SHARE VICTOR OIL &GAS
COMPANY,COMMON
CASH
/$1,552.50 /eyLJ~(jP f-~
50.00
76,366.09
PLUS ADJUSTMENT TO 54 SHARES
PENNSYLVANIA NATIONAL BANK CORPORATION,
COMMON PER FEDERAL ESTATE TAXES
LESS:
ADDITIONAL COURT CHARGES
CEMETERY STONE
CAPITAL GAINS DISTRIBUTION
$77,820.09
148.50 ¥
$77,968.59
$9.00
520.24 529.24
$77,439.35 ~
11/21/74 PNB MORTGAGE AND REALTY INVESTORS
SBI
CAPITAL GAINS DISTRIBUTION
CASH
12/28/89 INCOME EQUITY FUND
CAPITAL GAINS DISTRIBUTION
ON 723.071 SHARES
65.32 SHARES
3
$21.00
1,973.99
JESSIE H.O'BRIEN,DECEASED TRUST
CAPITAL GAINS DISTRIBUTION (CONTINUED)
12/28/90 INCOME EQUITY FUND
SHORT TERM CAPITAL GAINS
DISTRIBUTION ON 307.814 SHARES
11.607 SHARES
12/17/91 FIXED INCOME SECURITIES FUND
LONG TERM CAPITAL GAINS
DISTRIBUTION ON 197.09 SHARES
CASH
12/17/91 INTERNATIONAL FUND
LONG TERM CAPITAL GAIN
DISTRIBUTION ON 84.27 SHARES
CASH
01/15/92 REGIS FUND INCORPORATED
LONG TERM CAPITAL GAINS
DISTRIBUTION ON 918.281 SHARES
CASH
SHORT TERM CAPITAL GAINS
DISTRIBUTION ON 918.281 SHARES
CASH
TOTAL.PRINCIPAL RECEIPTS
PRINCIPAL CONVERSIONS INTO CASH
$277.03
88.69
5.90
14.69
27.55
$2,408.85
$79,848.20
GAIN\LOSS
$15,000.00
15,000.00
$20,000.00
20,000.00
$15,000 WESTERN PENNSYLVANIA NATIONAL
BANK CERTIFICATE OF DEPOSIT 5%DUE
VARIOUS DATES
PROCEEDS REDEMPTION
07/22/71 -09/09/71
CARRYING VALUE
$20,000 PITTSBURGH NATIONAL BANK
CERTIFICATE OF DEPOSIT 5%DUE
AT VARIOUS DATES
PROCEEDS REDEMPTION
10/04/71 -12/20/71
CARRYING VALUE
4
$0.00
0.00
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)GAIN\LOSS
10/22/71 $10,000 UNITED STATES
BILLS DUE 10/21/71
PROCEEDS MATURITY
CARRYING VALUE
TREASURY
$9,983.61
9,983.61 $0.00
$15,000 GALLATIN NATIONAL
CERTIFICATE OF DEPOSIT 5%
AT VARIOUS DATES
PROCEEDS REDEMPTION
12/20/71 -12/24/71
CARRYING VALUE
BANK
DUE
$15,000.00
15,000.00 0.00
12/20/71 $5,000 MELLON BANK SAVINGS
CERTIFICATE 5%DUE 07/07/73
PROCEEDS REDEMPTION
CARRYING VALUE
$75,000 CMI MASTER NOTE
PROCEEDS REDEMPTION
12/29/71 -02/05/73
CARRYING VALUE
$5,000.00
5,000.00
$75,000.00
75,000.00
0.00
0.00
$22,600.00
22,600.00
$22,600 FORT PITT FEDERAL SAVINGS
AND LOAN ASSOCIATION SAVINGS
ACCOUNT
PROCEEDS WITHDRAWN
01/11/72 -12/03/74
CARRYING VALUE 0.00
02/07/72 54 SHARES EQUIMARK
COMMON
CARRYING VALUE
NET PROCEEDS
CORPORATION,
$1,552.50
1,501.73 (50.77)'--
12/27/72 500 SHARES PROVIDENT NATIONAL
CORPORATION,COMMON
NET PROCEEDS $17,847.71
CARRYING VALUE 13,803.15 4,044.56
06/29/72 13.8 SHARES PNB MORTGAGE AND REALTY
INVESTORS SBI
NET PROCEEDS $260.00
CARRYING VALUE 260.00
5
0.00
$1,000.00
1,000.00
GAIN\LOSS
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)
06/27/73 $1,000 SIGNAL MASTER
PROCEEDS REDEMPTION
CARRYING VALUE $0.00
11/11/74 500 SHARES PNB MORTGAGE
INVESTOR SBI
CARRYING VALUE
NET PROCEEDS
AND REALTY
$13,175.00
2,119.46 (11,055.54)---
11/21/74 150 SHARES AMERICAN CAN COMPANY,
COMMON
CARRYING VALUE $4,843.72
NET PROCEEDS 3,695.50 (1,148.22),.....--
11/21/74
11/21/74
600 SHARES AMERICAN
COMPANY,COMMON
CARRYING VALUE
NET PROCEEDS
350 SHARES ATLANTIC
COMPANY,COMMON
CARRYING VALUE
NET PROCEEDS
SMELTING AND REFINING
$11,674.11
9,559.69
CITY ELECTRIC
$8,266.19
4,737.69
(
(
2,114.42)."...-
/'3,528.50)
$26,000 SEARS MASTER NOTE
PROCEEDS REDEMPTION
12/11/74 -01/15/75
CARRYING VALUE
$26,000.00
26,000.00 0.00
10/15/76 10 UNITS EQUIBANK COLLECTIVE
EQUITY FUND B
PROCEEDS $66.11
CARRYING VALUE 52.59
04/15/77 32 UNITS EQUIBANK COLLECTIVE
EQUITY FUND B
PROCEEDS $201.49
CARRYING VALUE 168.28
10/13/77 127 UNITS EQUIBANK COLLECTIVE
INCOME FUND A
CARRYING VALUE $1,300.11
PROCEEDS 1,007.68
6
(
13.52 ../'
33.21 ./'
292.43)'/
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)GAIN\LOSS
10/13/77 245 UNITS EQUIBANK
EQUITY FUND B
PROCEEDS
CARRYING VALUE
COLLECTIVE
$1,503.35
1,288.38 $214.97 ---
04/14/78 19 UNITS EQUIBANK COLLECTIVE
EQUITY FUND B
PROCEEDS $104.68
CARRYING VALUE 99.92
10/12/78 19 UNITS EQUIBANK COLLECTIVE
EQUITY FUND B
PROCEEDS $104.33
CARRYING VALUE 99.92
01/12/79 93 UNITS EQUIBANK COLLECTIVE
EQUITY FUND B
PROCEEDS $502.73
CARRYING VALUE 489.05
4.76 !/
4.41 .-
13.68 ,,/
05/07/79 100 SHARES JERSEY
AND LIGHT COMPANY
CARRYING VALUE
NET PROCEEDS
CENTRAL POWER
PREFERRED 8%
$10,211.00
5.942.45 (.,./4,268.55),
$12,000.00
12,000.00
11/13/79 $6,000 ASSOCIATES CORPORATION OF
NORTH AMERICA MASTER NOTE
PROCEEDS REDEMPTION $6,000.00
CARRYING VALUE 6,000.00
$12,000 SEARS ROEBUCK ACCEPTANCE
CORPORATION MASTER NOTE
PROCEEDS REDEMPTION
12/31/79 -12/31/80
CARRYING VALUE
0.00
0.00
03/02/81 $5,000 FEDERAL FARM CREDIT
11.05%DUE 03/02/81
PROCEEDS MATURITY
CARRYING VALUE
BANKS
$5,000.00
5,000.00 0.00
$6,700.00
6,700.00
$6,700 FEDERATED MASTER TRUST NOTE
PROCEEDS REDEMPTION
04/16/81 -12/28/82
CARRYING VALUE
7
0.00
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)GAIN\LOSS
09/02/81
03/01/82
$5,000 FEDERAL FARM CREDIT
14.95%DUE 09/01/81
PROCEEDS MATURITY
CARRYING VALUE
$5,000 FEDERAL FARM CREDIT
DUE 03/01/82
PROCEEDS MATURITY
CARRYING VALUE
BANKS
$5,000.00
5.000.00
BANKS
$5,000.00
5,000.00
$0.00
0.00
$12,200 TRUST FOR SHORT TERM UNITED
STATES GOVERNMENT SECURITIES MASTER
NOTE
PROCEEDS REDEMPTION
04/15/82 -05/07/87 $12,200.00
CARRYING VALUE 12,200.00 0.00
08/23/82 $5,000 GENERAL ELECTRIC
CORPORATION MASTER NOTE
PROCEEDS REDEMPTION
CARRYING VALUE
CREDIT
$5,000.00
5,000.00 0.00
08/12/85 1 SHARE VICTOR OIL &GAS COMPANY,COMMON
PROCEEDS $100.00
CARRYING VALUE 50.00
12/31/88 4,378 UNITS COLLECTIVE INCOME FUND A
CARRYING VALUE $40,686.98
PROCEEDS 28,539.28
12/31/88 1,483 UNITS COLLECTIVE EQUITY FUND B
PROCEEDS $10,603.67
CARRYING VALUE 7,798.65
(12,147.70)--
2,805.02 ..,./
12/17/90 780.488 SHARES FIXED
FUND
PROCEEDS
CARRYING VALUE
INCOME SECURITIES
$16,444.88
16,000.00 444.88 /'
12/07/90 480.577 SHARES INCOME EQUITY FUND
CARRYING VALUE $13,967.67
PROCEEDS 12,000.00
8
(-'1,967.67)
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)
05/15/90 201.816 SHARES SHORT-TERM GOVERNMENT
INCOME FUND
CARRYING VALUE $4,000.00
PROCEEDS 3,983.85
01/24/91 65.386 SHARES INCOME EQUITY FUND
CARRYING VALUE $1,975.90
PROCEEDS 1,600.00
03/13/91 80.38 SHARES INCOME EQUITY FUND
CARRYING VALUE $2,331.02
PROCEEDS 2,200.00
10/03/91 173.655 SHARES INCOME EQUITY FUND
CARRYING VALUE $4,976.43
PROCEEDS 4,970.01
10/03/91 271.903 SHARES CAPITAL APPRECIATION
FUND
PROCEEDS $6,710.57
CARRYING VALUE 6,300.00
02/07/92 84.27 UNITS INTERNATIONAL FUND
PROCEEDS $2,238.21
CARRYING VALUE 2,100.00
GAIN\LOSS
16.15)---($
375.90)(
131.02)-(
6.42)~(
410.57 -
138.21 t,/
INCOME SECURITIES02/07/92
02/07/92
197.09 UNITS FIXED
FUND
PROCEEDS
CARRYING VALUE
645.492 UNITS SHORT
INCOME FUND
PROCEEDS
CARRYING VALUE
$4,391.17
4,200.00
&INTERMED FIXED
$13,071.21
12,600.00
191.17
471.21 .,/
02/07/92 407.371 UNITS INTERMEDIATE MORTGAGE
SECURITIES FD
PROCEEDS $8,729.96
CARRYING VALUE 8,400.00 329.96 ,.,/
02/07/92 918.281 UNITS REGIS FUND INCORPORATED
PROCEEDS $11,928.47
CARRYING VALUE 10,900.00
9
1,028.47
GAIN\LOSS
$9,800.00
9,800.00
$12,100.00
12,100.00
$5,100.00
5,100.00
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)
08/21/92 235 UNITS INTERMEDIATE GOVERNMENT
TRUST
PROCEEDS $2,439.30
CARRYING VALUE 2,368.80
08/21/92 120 UNITS SELECTED STOCK FUND
CARRYING VALUE $2,178.00
PROCEEDS 2,162.40
$24,000 CHASE MANHATTAN MONEY MARKET
MASTER NOTE
PROCEEDS REDEMPTION
01/02/84 -10/29/86 $24,000.00
CARRYING VALUE 24,000.00
$9,800 SHORT TERM UNITED STATES
GOVERNMENT SECURITIES FUND
PROCEEDS REDEMPTION
01/16/86 -01/12/87
CARRYING VALUE
$12,600 FEDERATED MASTER TRUST
PROCEEDS REDEMPTION
10/23/86 -05/13/87 $12,600.00
CARRYING VALUE 12,600.00
$12,100 TFP PRIME PORTFOLIO
PROCEEDS REDEMPTION
06/15/87 -03/31/88
CARRYING VALUE
$5,100 TFA GOVERNMENT AGENCY PORTFOLIO
PROCEEDS REDEMPTION
08/14/87 -01/13/88
CARRYING VALUE
$46,400.00
46,400.00
10
$
(
70.50 ~
15.60)v
0.00
0.00
0.00
0.00
0.00
0.00
0.00
GAIN\LOSS
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CONVERSIONS INTO CASH (CONTINUED)
$34,200 ILA TREASURY PPT PRIME
PROCEEDS REDEMPTION
01/17/91 -01/22/91 $34,200.00
CARRYING VALUE 34,200.00
$45,027.01 FEDERATED TRUST FOR SHORT
TERM UNITED STATES GOVERNMENT SECURITIES
FUND
PROCEEDS REDEMPTION
01/16/92 -09/17/92 $45,027.01
CARRYING VALUE 45,027.01
$0.00
0.00
, I
TOTAL GAINS
TOTAL LOSS
NET LOSS
PRINCIPAL -PERSONALTY
DISBURSEMENTS
EQUIBANK
COMPENSATION
01/14/72 -12/31/91
PENNSYLVANIA DEPARTMENT OF REVENUE
FIDUCIARY INCOME TAX
03/20/73 -04/09/90
$10,269.10
-----37,118.89
$26,849.79 ~
$4,763.90 ~
682.57
ALLEGHENY COUNTY
1988
LESS REFUND
1990
PERSONAL PROPERTY TAX
$106.00
43.65 $62.35
101.00 163.35
09/17/92 CLERK OF ORPHANS'COURT OF WASHINGTON
COUNTY,PENNSYLVANIA
COST OF FILING THIS ACCOUNT
09/17/92 PEACOCK,KELLER,YOHE,DAY &ECKER
ATTORNEYS FEE
TO INCOME -PERSONALTY ACCOUNT
AMOUNT TRANSFERRED FOR ADMINISTRATIVE EXPENSES
11
190.00
500.00 c/
$6,299.82 /"
46.89
$6,346.71
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL DISTRIBUTION
DISTRIBUTIONS IN ACCORDANCE WITH ITEM III.
(5)OF THE LAST WILL AND TESTAMENT OF JESSIE
H.O'BRIEN,DECEASED DATED APRIL 27,1957
RHODA A.BOETTNER
CASH 10/18/77
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL INVESTMENTS
06/24/71 $15,000 WESTERN PENNSYLVANIA
NATIONAL BANK CERTIFICATE OF
DEPOSIT 5%DUE AT VARIOUS DATES
@ 100 $15,000.00
06/24/71 $15,000 GALLATIN NATIONAL BANK
CERTIFICATE OF DEPOSIT 5%DUE
AT VARIOUS DATES @ 100 15,000.00
06/24/71 $5,000 MELLON BANK SAVINGS
CERTIFICATE OF DEPOSIT 5%DUE
07/07/73 @ 100 5,000.00
06/24/71 $20,000 PITTSBURGH NATIONAL BANK
CERTIFICATE OF DEPOSIT 5%DUE
AT VARIOUS DATES @ 100 20,000.00
$22,600 FORT PITT FEDERAL SAVINGS
AND LOAN ASSOCIATION SAVINGS ACCOUNT
07/26/71 -07/02/73 22,600.00
10/05/71 $10,000 UNITED STATES TREASURY
BILLS DUE 10/21/71 @ 99.7684 9,983.61
$75,000 CMI MASTER NOTE
10/21/71 -01/08/73 75,000.00
11/29/71 100 SHARES JERSEY CENTRAL POWER AND
LIGHT COMPANY,PREFERRED @ 8%10,211.00
01/12/72 2,930 UNITS EQUIBANK COLLECTIVE
INCOME FUND A @ 10.2371 29,994.70
12
$2,500.00
$8,846.71
JESSIE H.O'BRIEN,DECEASED TRUST
$8,266.19
13,175.00
13,803.15
260.00
6,083.00
1,000.00
5,591.11
4,843.72
9,997.31
9,996.79
26,000.00
1,995.08
6,000.00
$26,000 SEARS MASTER NOTE
11/26/74 -01/06/75
07/16/79 $6,000 ASSOCIATES CORPORATION OF
NORTH AMERICA MASTER NOTE @ 100
01/13/75 261 UNITS EQUIBANK COLLECTIVE
INCOME FUND A @ 7.6440
PRINCIPAL INVESTMENTS
(CONTINUED)
01/17/72 350 SHARES ATLANTIC CITY ELECTRIC
COMPANY,COMMON 50 @ 23.375 &300
@ 23.25
01/17/72 500 SHARES PNB MORTGAGE AND REALTY
INVESTORS SBI @ 26.00
12/28/72 200 SHARES AMERICAN SMELTING AND
REFINING COMPANY,COMMON @ 20
01/25/73 $1,000 SIGNAL MASTER
01/08/73 300 SHARES AMERICAN SMELTING AND
REFINING COMPANY,COMMON @ 18.375
01/17/72 500 SHARES PROVIDENT NATIONAL
CORPORATION,COMMON @ 27.25
01/29/72 13.8 SHARES PNB MORTGAGE &REALTY
INVESTORS SBI @ 18.79
02/12/73 150 SHARES AMERICAN CAN COMPANY,
COMMON @ 31.75
12/11/74 1,314 UNITS EQUIBANK COLLECTIVE
INCOME FUND A @ 7.6083
12/11/74 1,901 UNITS EQUIBANK COLLECTIVE
INCOME FUND B @ 5.2587
$12,000 SEARS ROEBUCK ACCEPTANCE
CORPORATION MASTER NOTE @ 100
11/19/79 -01/02/80
09/02/80 $5,000 FEDERAL FARM CREDIT BANKS
11.05%DUE 03/02/81 @ 100
12,000.00
5,000.00
13
JESSIE H.O'BRIEN,DECEASED TRUST
$
PRINCIPAL INVESTMENTS
(CONTINUED)
$6,700 FEDERATED MASTER TRUST
NOTE
01/02/81 -08/23/82
03/02/81 $5,000 FEDERAL FARM CREDIT BANKS
14.95%DUE 09/01/81 @ 100
09/01/81 $5,000 FEDERAL FARM CREDIT BANKS
DUE 03/01/82 @ 100
$12,200 TRUST FOR SHORT TERM UNITED
STATES GOVERNMENT SECURITIES
MASTER NOTE
12/29/81 -01/15/85
03/01/82 $5,000 GENERAL ELECTRIC CREDIT
CORPORATION MASTER NOTE @ 100
01/16/89 780.488 SHARES FIXED INCOME
SECURITIES FUND @ 20.50
01/16/89 379.31 SHARES INCOME EQUITY FUND
@ 29
02/15/89 201.816 SHARES SHORT-TERM FIXED
INCOME FUND @ 19.82
03/02/89 343.761 SHARES INCOME EQUITY FUND
@ 29.09
03/13/91 271.903 SHARES CAPITAL APPRECIATION
FUND @ 23.17
03/13/91 197.09 SHARES FIXED INCOME SECURITIES
FUND @ 21.31
03/13/91 84.27 SHARES INTERNATIONAL FUND @ 24.92
03/13/91 645.492 SHARES SHORT &INTERMED FIXED
INCOME FUND @ 19.52
03/14/91 407.371 SHARES INTERMEDIATE MORTGAGE
SECURITIES FD @ 20.62
10/08/91 918.281 SHARES REGIS FUND @ 11.87
14
6,700.00
5,000.00
5,000.00
12,200.00
5,000.00
16,000.00
11,000.00
4,000.00
10,000.00
6,300.00
4,200.00
2,100.00
12,600.00
8,400.00
10,900.00
JESSIE H.O'BRIEN,DECEASED TRUST
6,680.28
8,928.48
4,478.76
6,695.10
PRINCIPAL INVESTMENTS
(CONTINUED)
645 UNITS SHORT INTERMEDIATE GOVERNMENT
@ 10.38 $
198 UNITS GROWTH TRUST @ 22.62
836 UNITS INCOME TRUST @ 10.68
02/12/92
02/12/92
02/12/92 537 UNITS VALUE TRUST @ 12.44
02/12/92
02/12/92 886 UNITS INTERMEDIATE GOVERNMENT TRUST
@ 10.08 8,930.88
02/12/92 370 UNITS SELECTED STOCK FUND @ 18.15
08/21/92 13 UNITS GROWTH TRUST @ 21.09
08/21/92 86 UNITS VISTA GROWTH &INCOME FUND @
25.97
6,715.50
274.17
2,233.42
08/21/92 199 UNITS INCOME TRUST @ 10.86
$24,000 CHASE MANHATTAN MONEY MARKET
MASTER NOTE
01/02/84 -08/05/86
2,161.14
24,000.00
$12,600 FEDERATED MASTER TRUST
10/14/86 -05/05/87 12,600.00
$9,800 SHORT TERM UNITED STATES
GOVERNMENT SECURITIES FUND
12/19/85 -12/30/86 9,800.00
$5,100.00 TFA GOVERNMENT AGENCY
PORTFOLIO
05/07/87 -12/22/87 5,100.00
$12,100 TFP PRIME PORTFOLIO
05/13/87 -03/02/88 12,100.00
$113,600 lLA PRIME PORTFOLIO
03/12/88 -12/03/91
$46,400 lLA TREASURY
12/22/88 -01/05/90
113,600.00
46,400.00
15
--------------------,
JESSIE H.O'BRIEN,DECEASED TRUST
$
PRINCIPAL INVESTMENTS
(CONTINUED)
$34,200 ILA TREASURY PPT PRIME
12/21/90 -01/02/91 34,200.00
$46,627.78 FEDERATED TRUST FOR SHORT
TERM UNITED STATES GOVERNMENT SECURITIES
FUND
12/31/91 -09/10/92 46,627.78
*****************************
16
02/12/73
11/21/74
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
AMERICAN CAN COMPANY,COMMON
150 SHARES PURCHASED
150 SHARES SOLD=
$4,843.72
4,843.72
· I
AMERICAN SMELTING AND REFINING COMPANY,
COMMON
12/28/72 300 SHARES PURCHASED $6,083.00
01/08/73 300 SHARES PURCHASED 5,591.11
600 SHARES $11,674.11
11/21/74 600 SHARES SOLD 11.674 .11=
ATLANTIC CITY ELECTRIC COMPANY,COMMON
01/17/72 350 SHARES PURCHASED $8,266.19
11/21/74 350 SHARES SOLD 8,266.19=
CAPITAL APPRECIATION FUND
03/13/91 271.903 SHARES PURCHASED $6,300.00
10/03/91 271.903 SHARES SOLD 6,300.00
02/07/72
01/16/89
12/17/90
03/13/91
02/07/92
01/16/89
03/02/89
12/28/89
12/07/90
12/28/90
01/24/91
03/13/91
10/03/91
EQUlMARK CORPORATION,COMMON (FORMERLY
WESTERN PENNSYLVANIA NATIONAL BANK
CORPORATION)
54 SHARES DECREED AT
54 SHARES SOLD
FIXED INCOME SECURITIES FUND
780.488 SHARES PURCHASED
780.488 SHARES SOLD
FIXED INCOME SECURITIES FUND
197.09 SHARES PURCHASED
197.09 SHARES SOLD
INCOME EQUITY FUND
379.310 SHARES PURCHASED
343.761 SHARES PURCHASED
723.071 SHARES
65.320 SHARES RECEIVED ON CAPITAL DISTRIBUTION
788.391 SHARES
480.577 SHARES SOLD
307.814 SHARES
11.607 SHARES RECEIVED ON CAPITAL DISTRIBUTION
319.421 SHARES
65.386 SHARES SOLD
254.035 SHARES
80.380 SHARES SOLD
173.655 SHARES
173.655 SHARES SOLD
17
$1,552.50
1,552.50
$16,000.00
16,000.00
$4,200.00
4,200.00
$11,000.00
10,000.00
$21,000.00
1,973.99
$22,973.99
13,967.67
$9,006.32
277.03
$.9,283.35
1,975.90
$7,307.45
2,331,02
$4,976.43
4,976.43
03/14/91
02/07/92
03/13/91
02/07/92
11/29/71
05/07/79
01/17/72
01/29/72
06/29/72
11/11/74
01/17/72
12/27/72
02/15/89
05/15/90
03/13/91
02/07/92
10/08/91
02/07/92
08/12/85
09/02/80
03/02/81
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
(CONTINUED)
INTERMEDIATE MORTGAGE SECURITIES FD
407.371 SHARES PURCHASED
407.371 SHARES SOLD
INTERNATIONAL FUND
84.27 SHARES PURCHASED
84.27 SHARES SOLD
JERSEY CENTRAL POWER AND LIGHT COMPANY
PREFERRED 8%
100 SHARES PURCHASED
100 SHARES SOLD
PNB MORTGAGE &REALTY INVESTORS SBI
500.0 SHARES PURCHASED
13.8 SHARES PURCHASED
513.8 SHARES
13.8 SHARES SOLD
500.0 SHARES
500.0 SHARES SOLD
PROVIDENT NATIONAL CORPORATION,COMMON
500 SHARES PURCHASED
500 SHARES SOLD=
SHORT-TERM FIXED INCOME FUND
201.816 SHARES PURCHASED
201.816 SHARES SOLD
SHORT &INTERMED FIXED INCOME FUND
645.492 SHARES PURCHASED
645.492 SHARES SOLD
REGIS FUND
918.281 SHARES PURCHASED
918.281 SHARES SOLD
VICTOR OIL &GAS COMPANY,COMMON
1 SHARE DECREED AT
1 SHARE SOLD=
FEDERAL FARM CREDIT BANKS 11.05%DUE 03/02/81
$5,000 PURCHASED
5,000 MATURED
18
$8,400.00
8,400.00
$2,100.00
2,100.00
$10,211.00
10,211.00 \
$13,175.00
260.00
$13,435.00
260.00
$13,175.00
13,175.00
$13,803.15
13,803.15
$4,000.00
4,000.00
$12,600.00
12,600.00
$10,900.00
10,900.00
$50.00
50.00
$5,000.00
5,000.00
03/02/81
09/02/81
09/01/81
03/01/82
10/05/71
10/22/71
07/16/79
11/13/79
03/01/82
08/23/82
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
(CONTINUED)
FEDERAL FARM CREDIT BANKS 14.95%DUE 09/01/81
$5,000 PURCHASED
5.000 MATURED
FEDERAL FARM CREDIT BANKS DUE 03/01/82
$5,000 PURCHASED
5.000 MATURED
UNITED STATES TREASURY BILLS DUE 10/21/71
$10,000 PURCHASED
10.000 MATURED
CMI MASTER NOTE
$75,000 PURCHASED 10/21/71 -01/08/73
75.000 REDEEMED 12/29/71 -02/05/73
ASSOCIATES CORPORATION OF NORTH AMERICA
MASTER NOTE
$6,000 PURCHASED
6.000 REDEEMED
GENERAL ELECTRIC CREDIT CORPORATION
MASTER NOTE
$5,000 PURCHASED
5,000 REDEEMED
FEDERATED MASTER TRUST NOTE
$6,700 PURCHASED 01/02/81 -08/23/82
6,700 REDEEMED 04/16/81 -12/28/82
SEARS ROEBUCK ACCEPTANCE CORPORATION
MASTER NOTE
$12,000 PURCHASED 11/19/79 -01/02/80
12,000 REDEEMED 12/31/79 -12/31/80
$5,000.00
5,000.00
$5,000.00
5,000.00
$9,983.61
9,983.61
$75,000.00
75,000.00
$6,000.00
6.000.00
$5,000.00
5,000.00
$6,700.00
6,700.00
$12,000.00
12,000.00
I
WESTERN PENNSYLVANIA NATIONAL BANK
CERTIFICATE OF DEPOSIT 5%DUE AT
VARIOUS DATES
06/24/71 $15,000 PURCHASED
15.000 REDEEMED 07/22/71 -09/09/71
PITTSBURGH NATIONAL BANK CERTIFICATE
OF DEPOSIT 5%DUE AT VARIOUS DATES
06/24/71 $20,000 PURCHASED
20.000 REDEEMED 10/04/71 -12/20/71
19
$15,000.00
15.000.00
$20,000.00
20,000.00
-----------------~~~~--,
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
(CONTINUED)
06/24/71
06/24/71
12/20/71
01/25/73
06/27/73
01/12/72
12/11/74
01/13/75
10/13/77
12/31/88
GALLATIN NATIONAL BANK CERTIFICATE
OF DEPOSIT 5%DUE AT VARIOUS DATES
$15,000 PURCHASED
15,000 REDEEMED 12/20/71 -12/24/71
MELLON BANK SAVINGS CERTIFICATE OF
DEPOSIT 5%DUE 07/07/73
$5,000 PURCHASED
5,000 REDEEMED
FORT PITT FEDERAL SAVINGS AND LOAN
ASSOCIATION SAVINGS ACCOUNT
$22,600 PURCHASED 07/26/71 -07/02/73
22,600 WITHDRAWN 01/11/72 -12/03/74
SIGNAL MASTER
$1,000 PURCHASED
1,000 REDEEMED
SEARS MASTER NOTE
$26,000 PURCHASED 11/26/74 -01/06/75
26,000 REDEEMED 12/11/74 -01/15/75
EQUIBANK COLLECTIVE INCOME FUND A
2,930 UNITS PURCHASED
1,314 UNITS PURCHASED
4,244 UNITS
261 UNITS PURCHASED
4,505 UNITS
127 UNITS SOLD
4,378 UNITS
4,378 UNITS SOLD
20
$15,000.00
15.000.00
$5,000.00
5,000.00
$22,600.00
22.600.00
$1,000.00
1,000.00
$26,000.00
26,000.00
$29,994.70
9,997.31
$39,992.01
1,995.08
$41,987.09
1,300.11
$40,686.98
40,686.98
L.--~~~~~~~~~_
1-..
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
(CONTINUED)
12/11/74
10/15/76
04/15/77
10/13/77
04/14/78
10/12/78
01/12/79
12/31/88
02/12/92
08/21/92
02/12/92
08/21/92
02/12/92
08/21/92
EOUIBANK COLLECTIVE INCOME FUND B
1,901 UNITS PURCHASED
__-:1~0 UNITS SOLD
1,891 UNITS
__~3=2 UNITS SOLD
1,859 UNITS
245 UNITS SOLD
1,614 UNITS
__-:1~9 UNITS SOLD
1,595 UNITS
__-:1~9 UNITS SOLD
1,576 UNITS
__~9~3 UNITS SOLD
1,483 UNITS
1,483 UNITS SOLD
GROWTH TRUST
198 UNITS PURCHASED
-il UNITS PURCHASED
211 UNITS
INCOME TRUST
836 UNITS PURCHASED
199 UNITS PURCHASED
1,035 UNITS
INTERMEDIATE GOVERNMENT TRUST
886 UNITS PURCHASED
235 UNITS SOLD
651 UNITS=
$9,996.79
52.59
$9,944.20
168.28
$9,775.92
1,288.38
$8,487.54
99.92
$8,387.62
99.92
$8,287.70
489.05
$7,798.65
7,798.65
$4,478.76
274.17
$4,752.93
$8,928.48
2,161.14
$11,089.62
$8,930.88
2,368.80
$6,562.08
SELECTED STOCK FUND
02/12/92 370 UNITS PURCHASED
08/21/92 120 UNITS SOLD
250 UNITS=
TRUST FOR SHORT TERM UNITED STATES
GOVERNMENT SECURITIES MASTER NOTE
$12,200 PURCHASED 12/29/81 -01/15/85
12,200 REDEEMED 04/15/82 -05/07/87
CHASE MANHATTAN MONEY MARKET MASTER
NOTE
$24,000 PURCHASED 01/02/84 -10/29/86
24,000 REDEEMED 01/02/84 -07/19/85
21
$6,715.50
2,178.00
$4,537.50
$12,200.00
12,200.00
$24,000.00
24,000.00
JESSIE H.O'BRIEN,DECEASED TRUST
PRINCIPAL CAPITAL CHANGES
(CONTINUED)
SHORT TERM UNITED STATES GOVERNMENT
SECURITIES FUND
$9,800 PURCHASED 12/19/85 -12/30/86
9,800 REDEEMED 01/16/86 -01/12/87
FEDERATED MASTER TRUST
$12,600 PURCHASED 10/14/86 -05/05/87
12,600 REDEEMED 10/23/86 -05/13/87
TFA GOVERNMENT AGENCY PORTFOLIO
$5,100 PURCHASED 05/07/87 -12/22/87
5,100 REDEEMED 08/14/87 -01/13/88
TFP PRIME PORTFOLIO
$12,100 PURCHASED 05/13/87 -03/02/88
12,100 REDEEMED 06/15/87 -03/31/88
lLA PRIME PORTFOLIO
$113,600 PURCHASED 03/12/88-12/03/91
113,600 REDEEMED 04/20/88 -12/31/91
lLA TREASURY
$46,400 PURCHASED 12/22/88 -01/05/90
46,400 REDEEMED 01/18/89 -01/16/90
lLA TREASURY PPT PRIME
$34,200 PURCHASED 12/21/90 -01/02/91
34,200 REDEEMED 01/17/91 -01/22/91
FEDERATED TRUST FOR SHORT-TERM UNITED
STATES GOVERNMENT SECURITIES FUND
$46,627.78 PURCHASED 12/31/91 -09/10/92
45,027.01 REDEEMED 01/16/92 -09/17/92
$1,600.77
22
$9,800.00
9,800.00
$12,600.00
12,600.00
$5,100.00
5,100.00
$12,100.00
12,100.00
$113,600.00
113,600.00
$46,400.00
46,400.00
$34,200.00
34,200.00
$46,627.76
45,027.01
$1,600.77
JESSIE H.O'BRIEN,DECEASED TRUST
INCOME -PERSONALTY
RECEIPTS
CHARLES C.KELLER,EXECUTOR OF THE ESTATE
OF THE ESTATE OF JESSIE H.O'BRIEN,DECEASED
AWARDED BY DECREE OF DISTRIBUTION DATED
MAY 25,1971 AT #63-70-88 BY THE COURT
OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA,ORPHANS'COURT DIVISION,
BALANCE VIZ:
CASH
NET INCOME SUBSEQUENT TO DECREE
AMERICAN CAN COMPANY,COMMON
150 SHARES OS/24/73 -11/27/74
AMERICAN SMELTING AND REFINING COMPANY,
COMMON
600 SHARES 03/02/73 -12/05/74
ATLANTIC CITY ELECTRIC COMPANY,COMMON
350 SHARES 04/18/72 -10/15/74
CAPITAL APPRECIATION FUND
271.903 SHARES 01/01/91 -10/01/91
EQUlMARK CORPORATION,COMMON
54 SHARES 11/17/71 -12/31/71
$3,239.29
284.07 $3,523.36
577.50
1,575.00
1,411.62
43.52
30.24
FIXED INCOME SECURITIES FUND
780.488 SHARES 02/01/89 -12/01/90
197.09 SHARES 04/01/91 -02/03/92
GROWTH TRUST
198 SHARES 03/31/92 -07/03/92
INCOME EQUITY FUND
723.071 SHARES 02/01/89 -01/01/90
788.391 SHARES 01/18/90 -01/01/91
723.005 SHARES 02/01/91 -03/01/91
642.625 SHARES 04/01/91 -10/01/91
INTERNATIONAL FUND
84.27 SHARES 04/01/91 -01/03/92
23
$2,639.05
303.49
$988.30
1,011.25
66.01
109.41
2,942.54
27.72
2,174.97
26.14
JESSIE H.O'BRIEN,DECEASED TRUST
RECEIPTS
(CONTINUED)
JERSEY CENTRAL POWER AND LIGHT COMPANY
8%PREFERRED
100 SHARES 02/07/72 -05/01/79
PNB MORTGAGE AND REALTY INVESTORS SBI
500 SHARES 02/24/72 -11/21/72
PROVIDENT NATIONAL CORPORATION,COMMON
500 SHARES 05/02/72 -11/01/72
REGIS FUND INCORPORATED
918.281 SHARES 01/22/92
SELECTED STOCK FUND
370 SHARES 04/01/92 -07/01/92
SHORT-TERM FIXED INCOME FUND
201.816 SHARES 03/01/89 -05/18/90
SHORT &INTERMED FIXED INCOME FUND
645.492 SHARES 04/01/91 -02/03/92
VICTOR OIL AND GAS COMPANY,COMMON
1 SHARE 11/17/71 -07/28/78
FEDERAL FARM CREDIT BANK
03/21/81 -03/01/82
UNITED STATES TREASURY BILLS
10/22/71
ASSOCIATES CORPORATION OF NORTH AMERICA
MASTER NOTE
08/07/79 -12/05/79
CHASE MANHATTAN MONEY MARKET MASTER
NOTE
03/02/84 -07/02/85
CMI MASTER NOTE
11/71 -03/05/73
SIGNAL MASTER NOTE
02/05/73 -07/05/73
24
$5,965.22
2,836.88
585.00
64.28 \
29.60
369.76
890.77
80.00
1,094.17
16.39
215.61
621.01
199.10
30.46
JESSIE H.O'BRIEN,DECEASED TRUST
RECEIPTS
(CONTINUED)
SEARS MASTER NOTE
12/05/74 -01/08/81
GENERAL ELECTRIC CREDIT CORPORATION
MASTER NOTE
04/05/82 -09/03/83
FEDERATED MASTER TRUST NOTE
01/02/81 -11/06/81
TRUST FOR SHORT TERM UNITED STATES
GOVERNMENT SECURITIES MASTER NOTE
01/08/82 -07/02/85
MELLON NATIONAL BANK SAVINGS CERTIFICATE
5%DUE AT VARIOUS DATES
07/15/71 -12/10/71
PITTSBURGH NATIONAL BANK CERTIFICATE
OF DEPOSIT 5%DUE AT VARIOUS DATES
10/05/71 -10/03/74
WESTERN PENNSYLVANIA NATIONAL BANK
CERTIFICATE OF DEPOSIT 5%DUE AT
VARIOUS DATES
07/10/71 -09/03/71
CHASE MANHATTAN MONEY MARKET
07/31/85 -10/31/86
FORT PITT FEDERAL SAVINGS AND LOAN
ASSOCIATION
12/30/71 -10/07/74
$647.05
313.72
334.12
665.21
831.95
1,010.75
509.53
409.07
721.77
WESTERN PENNSYLVANIA NATIONAL BANK
COLLECTIVE INCOME FUND A
2,930 UNITS 02/03/72 -12/06/74
4,244 UNITS 01/08/74
4,505 UNITS 02/11/75 -10/13/77
4,378 UNITS 01/18/78 -01/11/89
25
$6,072.16
242.76
7,342.38
32.340.69 45,997.99
JESSIE H.O'BRIEN,DECEASED TRUST
RECEIPTS
(CONTINUED)
WESTERN PENNSYLVANIA NATIONAL BANK
COLLECTIVE EQUITY FUND B
1,901 UNITS 01/08/75 -10/14/76
1,891 UNITS 01/17/77 -04/14/77
1,859 UNITS 07/13/77 -10/13/77
1,614 UNITS 01/18/78 -04/13/78
1,595 UNITS 07/13/78 -10/11/78
1,576 UNITS 01/11/79
1,483 UNITS 04/10/79 -01/11/89
TRUST FOR SHORT TERM U S GOVERNMENT
SECURITIES MASTER NOTE
07/31/85 -06/02/87
SHORT TERM UNITED STATES GOVERNMENT
SECURITIES FUND
12/31/85 -01/31/87
FEDERATED MASTER TRUST
10/31/86 -06/03/87
TFP PRIME PORTFOLIO
05/31/87 -03/31/88
TFA GOVERNMENT AGENCY PORTFOLIO
06/31/87 -02/01/88
ILA TREASURY
12/31/88 -02/01/90
ILA PRIME PORTFOLIO
04/30/88 -01/02/92
ILA TREASURY -PPT PRIME
01/02/91 -02/01/91
INTERMEDIATE MORTGAGE SECURITIES FD
04/01/91 -02/03/92
INCOME TRUST
02/29/92 -08/31/92
INTERMEDIATE GOVERNMENT TRUST
02/29/92 -08/31/92
26
$730.54
220.36
275.93
219.01
292.86
192.63
6.423.41$8,354.74
46.79
36.11
135.02
260.32
26.06
106.88
1,473.26
169.34
782.16
381.32
306.25
1L-_
---------------------------------,
JESSIE H.O'BRIEN,DECEASED TRUST
RECEIPTS
(CONTINUED)
SHORT INTERMEDIATE GOVERNMENT
02/29/92 -08/31/92
VALUE TRUST
03/10/92 -09/10/92
$183.33
103.66
FEDERATED TRUST FOR SHORT-TERM UNITED
STATES GOVERNMENT SECURITIES FUND
01/31/92 -08/31/92
FROM PRINCIPAL -PERSONALTY ACCOUNT
AMOUNT TRANSFERRED FOR ADMINISTRATIVE EXPENSES
TOTAL INCOME RECEIPTS
INCOME -PERSONALTY
DISBURSEMENTS
80.70
$89,217.96
46.89
$89,264.85
11/21/74 WIRE CHARGE SALE OF AMERICAN SMELTING
AND REFINING COMPANY
11/21/74 WIRE CHARGE SALE OF AMERICAN CAN
COMPANY
11/21/74 WIRE CHARGE SALE OF ATLANTIC CITY
ELECTRIC COMPANY
WASHINGTON COUNTY PERSONAL PROPERTY
TAX
05/13/75 -OS/21/86
05/11/84 TAX SERVICE MAINTENANCE CHARGE
ALLEGHENY PERSONAL PROPERTY TAX
06/12/87 -06/16/92
LESS REFUND
27
$209.79
127.23
$1.50
1.50
1.50
1,201.56
50.00
82.56
.,
"..
JESSIE H.O'BRIEN,DECEASED TRUST
DISBURSEMENTS
(CONTINUED)
r•
INTEGRA TRUST COMPANY,NATIONAL ASSOCIATION
CASH MANAGEMENT FEE
04/02/92 -09/01/92 $171.99
PRINCIPAL FEE FOR THE PERIOD
01/08/92 -09/08/92 171.79
INCOME FEE FOR THE PERIOD
01/14/72 -09/11/92 4,987.30 5,331.08
$6,669.70 -----
INCOME DISTRIBUTIONS
DISTRIBUTIONS IN ACCORDANCE WITH ITEM III.
(5)OF THE LAST WILL AND TESTAMENT OF JESSIE
H.O'BRIEN,DECEASED DATED APRIL 27,1957
RHODA A.BOETTNER
NET INCOME
08/24/71 -07/27/92
TOTAL INCOME DISBURSEMENTS
28
82,344.82
$89,014.52 .-/
r).J
Ir/1
i}J COMM9NWEALTH OF PENNSYLVANIA
/<~COUNTY-OF-ALLEGHENY----~-~.-:---~SS:..
SUSAN L.STOUT,Assistant Vice President of INTEGRA TRUST COMPANY,
NATIONAL ASSOCIATION,SUCCESSOR TO INTEGRA NATIONAL BANK/PITTSBURGH,AND
EQUIBANK,FORMERLY WESTERN PENNSYLVANIA NATIONAL BANK,Trustee of
Jessie H.O'Brien,Deceased,Trust For Rhoda A.Boettner,hereby declares
under oath that she has fully and faithfully discharged the duties of her
office;that the foregoing First And Partial 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 her knowledge,there are no claims now outstanding
against the Trust Estate;and that all taxes presently due from the trust
have been paid.
ST COMPANY,NATIONAL ASSOCIATION
Assistant Vice President
Subscribed and sworn to by
SUS/t.~L.STO:::~me ):~,h.if~lday of ~,l~
NOTA8:AL SEAL
CHRISiENA J.MAGl.IO,NOTARY PUBLIC -
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES FEB.8,1993 REQUEST FOR DISTRIBUTION
Member,Pennsylvania Associatior of rJola:;ns
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.
T COMPANY,NATIONAL ASSOCIATION
BY ...--,./<.--,A_~~_-r-_----::_-'-;-=:U/""-I'-:-'-f :---.........::~7-:.:.....-....=..J~----
Assistant Vice President
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I do certify that I have given legal notice to all persO'nS
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-:;;;"L-----U-------------~--------------------___,--+_--
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
THE ESTATE OF No.63-70-0088
JESSIE H.O'BRIEN
Reporter:
Deborah Keller
Daniel F.Svidro,Esq.
The Honorable Thomas D.Gladden,P.J.
Kenneth L.Baker,Esq.,
representing the Accountant
January 28,1993
HEARING ON PETITION SUR AUDIT
CLERK
::;!;z~iiizzW0..z~BEFORE :
z:i:~DATE:~..-:~APPEARANCES:
!ii5
...J::;!;u5:>..,
J:I:::C\l
CIi0:WI-0:o0..W0:
IrAUDIT
:>ou
...Jc(UiI~~
In open court.2
THE COURT:Next is the estate of Jessie H.
O'Brien.Integra Trust Company is
the trustee ;Peacock,Keller,Yohe,
Day and Ecker,the attorneys.Mr.
Baker.
MR.BAKER:I have all the necessary
papers to close the audit.This is an
~!L.-----,-*---;r=;:-------.......,.--.-------------------_.,..-.-------+----r;:--
will continue as trustee.
of that estate will be ordered closed.
trust over to Integra,so it is to
account of Integra Trust Company,
accounting for the
trustee,in the matter of the estate of
Jessie H.O'Brien?If not,the audit
now turning its administration of the
administration of Equibank,which is
audit which is
cut off things at this stage,and Integna
MR.BAKER:It is a partial account.
THE COURT:This is a partial account?
THE COURT:Anyone interested in the partia
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HEARING CONCLUDED.'.
).,~,-'
"'~------H---~--~--------------------------------+---=---3
C E R T I F I CAT E
I hereby certify that the
proceedings are contained fully and accurately in the notes
taken by me at the audit hearing of the above cause,and that
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this transcript is a correct
Court Reporter
The foregoing record of the
proceedings at the audit hearing of the above cause is hereby
approved and directed to be made part of the record .
~r;{~
THOMAS D.GLADDEN,P.J.
~.t--
In the Court of Common Pleas of washington County,
pennsylvania Orphans'Court Division
)
ESTATE OF
JESSIE H.O'BRIEN,DECEASED
TRUST UNDER WILL
FOR RHODA A.BOETTNER
<_.I_J ..,tt_.•*1,-·,,·-N..<'.::r::
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L.l-l ~~.("")C~t,·\:s:
No.63-70-88
In the matter of the First and
Partial Account of Integra
Trust Company National,Association
Successor,to Integra National Bank/
Pittsburgh and Equibank,formerly
Western Pennsylvania National Bank,
Trustee
ADJUDICATION AND DECREE
And now February ~,1993,this matter
having came on for hearing,audit and distribution and testimony
taken;upon due consideration thereof,the balance for distribution
in the hands of the Accountant is determined to be $44,549.85,and
the account is accordingly confirmed;and it is ordered,adjudged
and decreed that the said balance be paid out by the Accountant in
accordance with the schedule of distribution hereto attached and
made a part hereof,unless exceptions hereto,be filed sec.reg.or
an appeal taken herefrom sec.leg.
BY THE COURT:
THOMAS D.GLADDEN,P.J.
SCHEDULE OF DISTRIBUTION
Balance per First and
Partial Account
Additional Debit per Petition
Additional Credit per Petition
Balance
$725.25
577.43
$44,402.03
$44,549.85
Attorney Richard J.Amrhein,Esquire
Peacock,Keller,Yohe,Day &Ecker
To:Integra Trust Company,National Association,
Successor to Integra National Bank/Pittsburgh
and Equibank,formerly Western Pennsylvania
National Bank,Trustee,for further
administration and accounting,viz:
Principal-Personalty
Miscellaneous
645 units Short Intermediate
Government $6,695.10
1,056 units Income
Trust 11,312.43
651 units Intermediate
Government Trust 6,562.08
Temporary Investment
$19,831.33 Federated
Trust for Short-Term
united States Government
Securities Fund 19,831.33
$44,400.94
Income-Personalty
Cash 148.91
$44,549.85
$0.00
~~.5~rP?3'Y...s-~~
No.63-70-88
In the matter of the First and Partial
Account of
Integra Trust Company,National Association,
Successor To Integra National Bank/Pitsburgh and
Equibank,formerly western Pennsylvania
National Bank,Trustee
Adjudication and Decree
..
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...
,;.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
)
JESSIE H.O'BRIEN,
DECEASED TRUST FOR
RHODA A.BOETTNER
ORPHANS'COURT DIVISION
NO.63-70-88
PETITION SUR AUDIT
IN RE:FIRST AND PARTIAL
ACCOUNT
"CODE "
TRUST UNDER WILL DATED
APRIL 27,1957
PRESENTED ON BEHALF OF INTEGRA
TRUST COMPANY,NATIONAL
ASSOCIATION,SUCCESSOR TO
INTEGRA NATIONAL BANK/
PITTSBURGH AND EQUIBANK
FORMERLY WESTERN PENNSYLVANIA
NATIONAL BANK,TRUSTEE
COUNSEL OF RECORD
RICHARD J.AMRHEIN,ESQUIRE
PA 1.D.#33245
PEACOCK,KELLER,YOHE,DAY
&ECKER
FIRM #807
70 EAST BEAU STREET
WASHINGTON,PA 15301
(412)222-3318
Petition Sur Audit
In The orphans'Court of Washington County
Estate of Jessie H.O'Brien,
Deceased Trust under will
For Rhoda A.Boettner
Date of will April 27,1957
Filed at No 63-70-88
Fiduciary Integra Trust Company,
National Association,Successor to
Integra National Bank/Pittsburgh
and Equibank formerly Western
Pennsylvania National Bank,Trustee
Place of record of appointment
noted
Register of Wills of Washington
County,Pennsylvania
If there have been former accounts
filed in this estate,list:No.63-70-88 First and Final
Account of the Estate of Jessie H.O'Brien,Deceased
Reason for filing this account:To provide the Court with a
record of the trust's administration from its inception to the
present.
All persons having any interest,vested or contingent (including
claimants),in the fund now before the Court with the nature of
their interests are:
Rhoda A.Boettner (daughter)income for life.Upon her death,
income equally to Dennis R.Boettner (grandson)born 2-14-55 and
Denise R.Krous (granddaughter)born 2-14-55 during their
lifetime.Upon the death of the grandchildren,their share of
the trust to be distributed to their issue.
All of said parties have received notice as required by the
Court Rules except as follows:
Copies of Notice Letters dated November 30,1992 are attached
hereto and marked Exhibits "B"through "B-2".
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the court
or difficulties that must be met in distribution:
None
Balance for distribution per account,Principal
Income
Additional debits not shown in account:
Principal-Personalty
Conversion of Assets into Cash
$44,151.70 /'
250.33
12 shares Selected Stock
Proceeds 11/13/92
Carrying-Value
Gain on Sale
Fund
$226.92
217.80
$
211 shares Growth Trust
Carrying Value
Proceeds 12/21/92
Loss on Sale
537 shares Value Trust
Proceeds 12/21/92
Carrying Value
Gain on Sale
$4,752.93
4,711.63
$6,954.15
6,680.28
(41.30)/
273.87J
238 shares Selected
Carrying Value
Proceeds 12/21/92
Loss on Sale
Stock Fund
$4,319.70
4,119.78
(199.92)J
86 shares Vista Growth &
Income Fund
Proceeds 12/21/92
Carrying Value
Gain on Sale
$2,424.34
2,233.42 190.92~/
$232.69 /
Capital Gains Distributions
Intermediate Government Trust
Long Term Capital Gains
Distribution on 651 units
Cash 11/13/92 $16.55
Income-Personalty
Growth Trust
211 shares 9/30/92
Income Trust
9/1/92 -11/30/92
Intermediate Government
Trust
9/1/92 -11/30/92
Selected Stock Fund
250 shares 9/30/92
Short Intermediate
Government
9/1/92 -11/30/92
Value Trust
537 shares 10/15/92 -
12/11/92
vista Growth &Income
Fund
86 shares 10/20/92
$14.77
204.22
96.86
10.00
73.99
50.48
7.05
Federated Trust for Short-
Term united States Government
Securities Fund
9/1/92 -11/30/92 18.64
Total additional debts i$725.25 r-
--------------------------------------------,
Additional credits not shown in account:
Principal-Personalty
Principal Investments
21 units Income Trust
at 10.61
11/13/92
$222.81
$18,230.56 Federated Trust
for Short-Term United
States Government
Securities Fund
11/13/92 -12/21/92 18,230.56
$18,453.37
Cash disbursed to
purchase the above
assets 18,453.57
$0.00
Income-Personalty
Total additional credits
Integra Trust Company,
National Association
Cash Management Fee
10/1/92 -12/2/92 $
Principal fee for period
9/9/92 -12/8/92
Income fee for period
9/2/92 -12/11/92
Annual Administration
Charge
12/10/92
$
Income Distribution
Rhoda A.Boettner
Account Net Income
10/27/92
2.18
45.10
28.43
100.00
175.71 J
401.72
577.43 j
,~
$577.431
-----------------------------------------.
Balance for distribution Principal $44,400.94
Income $148.91
Total $44,549.85
If the balance for distribution is not in cash,list items held
in kind with carrying value designated,and if this is a
distribution account,file elections to take in kind for all
items so listed:
Principal-Personalty
Carrying
Value
Miscellaneous
645 units Short Intermediate
Government
1,056 units Income Trust
651 units Intermediate
Government Trust
Temporary Investment
19,831.33 Federated Trust for
Short-Term united States
Government Securities Fund
Income-Personalty
Cash
$6,695.10
11,312.43
6,562.08
$19,831.33
$44,400.94
148.91
$44,549.85
Set forth accountants suggestion as to manner and form of
distribution to be made,awards to be stated in proportions
unless specific amounts or items are designated by instrument
under which estate is being distributed:
The entire balance for distribution is to be decreed back to the
Trustee for further administration and accounting.
COUNTY OF ALLEGHENY,
SS
COMMONWEALTH OF PENNSYLVANIA,
And your petitioner will
ever pray,etc.
Office expires
The above named Fiduciary or
representative thereof,being duly
sworn doth depose and say
that the facts set forth in the
foregoing petition are true to the
best of her knowledge and belief.INTEGRA TRUST COMPANY,
sworn to and SUbsc~'be before me ~NAONAL ASSOCIW--ATON,
This ..£d:....day of ~~,.!..C-'
19.:D....BY-==....>=:"""""-'-=wYI=......:...-'----..:~::e.._:;.i_=__~_=_____
SUSAN L.STOUT
./7 "C"~STANT VICE PRESIDENT
Signature of Officer ~~..1'~~
Title of Officer )!J~~~';'8",/9'7:3
-"NOia'iial Secil-----·-
Diane C.Buzan,Notary PublicPfttsb~rQh,Al,leQheny CountyMyCommiSSionExpiresAug.28,1993
Member,Pennsylvania Association of Notaries
Pecicion Sur Audic
IN THE
ORPHANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No.63-70-88
ESTATE OF JESSIE H.O'BRIEN,
DECEASED,TRUST UNDER WILL
FOR RHODA A.BOETTNER
life tenant
INTEGRA TRUST COMPANY.
NATIONAL ASSOCIATION
TRUSTEE
COUNSEL FOR THE ACCOUNTANT SHALL SUBMIT HEREWITH THE
FOLLOWING,IF PERTINENT:
1.WILL OR TRUST INSTRUMENT-ATTESTED.Exhibit "A"
2.PRAECIPE FOR THOSE REPRESENTED.
RICHARD J.AMRHEIN.ESQUIRE
PEACOCK,KELLER,YOHE,DAY &
ECKER
COUNSEL FOR ACCOUNTANT
~
OF
JESSIE H.O'BRIEN
I,Jessie H.O'Brien,of the Borough of California,Washington County,Penn-
sylvania,do hereby make my Last Will and Testament,revoking all Wills by me at
.anytime heretofore made.
ITEM I.I direct the payment out of my estate of the expenses of my illness
and funeraL
ITEM II.I direct that all estate,inheritance and succession taxes on pro-
perty passing under this my Will shall be paid out of the principal of my general es-
tate to the same effect as if said t'lixes were expenses of administration,and all legacies,
devises and other gifts of principal and income made by this my Will,or by any Codicil
hereto,shall be free and clear thereof.In the absolute discretion of my executor,he
may pay such taxes immediately,or he may postpone the payment of taxes on future or
remainder interests until the time possession thereof accrued to the beneficiary.
ITEM III.I give,devise and bequeath all of my property,real and personal,
wher~soeversituate,to the WESTERN PENNSYLVANIA NATIONAL BANK,McKeesport,
in trust nevertheless,for the following uses and purposes:
(l)To pay all the income to my daughter,Rhoda Abigail Boettner,for
life.
(2)Thereafter,to pay the income from the trust estate in equal shares to
Dennis Rodney Boettner and Dennise~hodaBoettner,for life.
(3)Thereafter,at the death of Dennis Rodney Boettner or Dermise Rhoda
Boettner,or both of them,to distribute in remainder in fee simple ~o his,her or their
issue respectively,per stirpes,the portion of the trust in which the parent held a life
interest.
-1-
Exhibit "A"
"
(4)It is my express intention that my property,and all the enjoyment
therefrom,shall inure to and be confined to my issue within the statutory period over
which I may exercise control and in the event any line of issue should terminate,such
•property and enjoyment shall there.after inure to my issue,who shall survive such ter-
mination and in the event of ultimate default in issue,then such property and enjoyment
shall vest in The Rotary Foundation of Rotary International.To this end,I hereby make
the following provisions:
(a)In the event the said Rhoda Abigail Boettner should predecease me,
then upon my death the income from my trust estate shall be paid in equal shares for
life to Dennis Rodney Boettner and Dennise Rhoda Boettner,and thereafter,as herein-
above provided in Paragraph 3 of this item.
(b)In the event Rhoda Abigail Boettner,Dennis Rodney Boettner and
Dennise Rhoda Boettner should predecease me,then my entire estate shall vest in fee
simple at my death in The Rotary Foundation of Rotary International,and the trust here-
,in provided shall not take effect and my executor shall make distribution to such charity ~
directly.
(c)In the event Dennis Rodney Boettner or Dennise Rhoda Boettner,
or both of them,should predecease me or Rhoda Abigail Boettner,leaving issue,then
the portion that would have gone to the decedent or decedents for life shall,on the death
of the survivor of Rhoda Abigail Boettner or myself,vest in the issue of Dennis Rodney
Boettner and Dennise Rhoda Boettner,or both of the,per stirpes,in fee simple.
.'(d)In the event Dennis Rodney Boettner or Dennise Rhoda Boettner
should,without issue,predecease either me or Rhoda Abigail Boettner,then the sur-
vivor of Dennis Rodney Boettner and Dennise Rhoda Boettner shall have a life interest
,
QLd.u'v,;;r;Cotih/4?/
-2-
".
in the entire trust corpus and receive all the income therefrom after the death of Rhoda
Abigail Boettner.
(e)In the event both Dennis Rodney Boettner and Dennise Rhoda
Boettner predecease Rhoda Abigail Boettner,without issue,then my entire estate shall
'vest at the death of Rhoda Abigail Boettner in rema,iJ1der in fee simple in The Rotary
Foundation of Rotary International.
(f)After the vesting of their life estates,should the first to die of
Dennis Rodney Boettner or Dennise Rhoda Boettner die without issue,such interest
shall go to the survivor for life,and thereafter be distributed as such survivor's own
interest is distributed.
(g)After the vesting of their life estates,should the survivor of
Dennis Rodney Boettner and Dennise Rhoda Boettner die without issue,the portion of
the trust estate in which he or she held a life interest at death,shall vest in remainder
in fee simple in the issue of the other,and in default of such issue,shall vest in re-
mainder in fee simple in The Rotary Foundation of Rotary International.
(5)The trustee shall collect the income and after paying all expenses in-
cident to the management of the trust shall apply the income as hereinabove set out,
with the power to apply portions of the principal,in the sole discretion of my trustee,
as it may deem necessary for the maintenance,support,and education of the benefi-
caries hereunder'during the period of their interest.I direct that any payment for main-
tenance or education shall be made at the discretion of the Trustee,without the inter-
vention of a guardian,and the receipt of such persons as may be selected by my trustee
to disburse the same shall be a sufficient acquittance.The Trustee shall make aistribu-
tion of income at least annually,and at the discretion of any adult beneficiary,as often
as quarterly.
If)L.ut;"'.A(~
-3-
---_._-----'~---------------------------
"'C""
ITEM IV;Neither the principal nor the income of the trust estate shall be
liable for the debts of any beneficiary hereunder,nor shall the same be subject to
seizure or attachment by any creditor of any beneficiary hereunder under any writ or
proceeding at law or in equity,and no beneficiary hereunder shall have any power to
~ell,assign,encumber,or in any manner to anticipate or dispose of his or her interest
in the trust estate or in the income produced thereby.
ITEM V;The Trustee shall have the following powers:
(1)For the payment of debts or for any purpose of administration or dis-
tribution,power to sell,mortgage,lease,alter,improve,partition and exchange all
or any of my real estate,at any time during the continuance in whole or in part of the
trusts hereby created and at the termination thereof for purposes of distribution,selling
at public or private sale,for such prices and upon such terms as to cash and credit as
it may deem best,and to grant and convey good and sufficient title,without liability on
the part of the purchasers or other persons so dealing with the trustee,to see to the
application of the purchase or consideration monies.
(2)To purchase or otherwise acquire real estate and to exercise the same
powers thereof as hereinbefore provided with respect to the other real estate in the
trust estate.
(3)To invest and reinvest the trust estate or any part thereof in any kind
of property,real or personal,including,without limitation,mortgages or mortgage
participations,common trust funds,common stocks,preferred stocks,bonds,notes
and other securities,regardless of whether the same are legal investments for trust
funds as now or hereinafter defined by law,whether by Statutory enactment,judicial
decision,or otherwise.
(4)To borrow money and pledge any stocks,bonds or other personal pro-
-4-
.....-_.•....._...r-::-...........;.....-<.,.
perty of the trust estate as security therefore,without liability on the part of the
lender to see to the application of said money.
(5)To purchase securities at a premium,to amortize the premium out
of income,or to charge the same to principal or income,or partly to principal and
partly to income,at such times and in such amounts as it shall deem best.
(6)To exercise any option to subscribe for stocks,bonds or other in-
vestments.
(7)To join in any plan of lease,mortgage,consolidation,exchange,re-
organization or foreclosure of any corporation in which the estate may hold stocks,
bonds or other securities.
(8)To retain indefinitely any part of the trust estate,real or personal,
which is or may become unproductive,or in the discretion of the Trustee to make
sale thereof.The Trustee in its discretion may pay the carrying charges and expenses
of property,during any year in which it is unproauctive,out of the principal of the
trust estate,or out of the income or partly out of such principal of the trust estate,or
out of the income or partly out of such principal or income and it may from time to
time reimburse the principal or income for the whole or part of said charges and ex-
penses.The Trustee may apportion the proceeds of sale of unproductive property be-
tween principal and income according to law,or in its discretion may pay said proceeds
into principal without apportionment.
ITEM vt The corporate t~ustee shall be entitled to receive annually compensa-
tion for its services hereunder in accordance with the schedule of compensation of cor-
porate trustees currently in effect when the services are performed,but not in excess
of such compensation as would be approved by the Court of competent jurisdiction.
ITEM VIt I nominate,constitute and appoint Charles C.Keller as Executor
'"f)£.Ma/,x(~
-5-
.;.',""I
"~"'''.~'.''''''-'-''''''::;'''';'_'''''''J>i(.
..
of this my Last Will and Testament.
IN WITNESS WHEREOF,I have hereunto set my hand to this my Last Will
and Testament,consisting of six (6)pages,to each of which I have affixed my signa-
ture this tId day of ~_._'1957.
.J .
Q .&fA/eL.ytM3A/uU
Signed,sealed,published and declared by Jessie H.O'Brien,the above named
testatrix,as and for her Last Will and Testament,in the presence of us,who at her
request,in her presen~e and in the presence .of each other,all being present at the
same time,have hereunto subscribed our names as witnesses:
otk~
.J..r<t a:~
Residence:~L.f~.........;41 I I t2..
-6-
Integra Trust Company
300 Fourth Avenue
Pittsburgh,PA 15278
(412)644-8503
(412)261-0115 (FAX)
November 17,1992
Mrs.Rhoda A.Boettner
920 Marietta Avenue
Lancaster,Pa.17603
In re:
Dear Mrs.Boettner:
Jessie H.O'Brien,Deceased
Trust For Rhoda A.Boettner
No.63-70-88
#20-6683-00-5
Enclosed please find a conformed copy of the First and Partial Account
of Integra Trust Company as Trustee.The Account was filed on November 6,1992
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
January 28,1992.A Petition for Distribution will be presented to the Court at
the time of audit.
Please acknowledge receipt of the Accounts 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 355-4812.
Very truly yours,
~4Cvn
Susan L.Stout
Assistant Vice President
SLS/dad
Enclosures
cc:Richard J.Amrhein,Esquire
I HEREBY ACKNOWLEDGE RECEIPT OF
THE ABOVE MENTIONED ACCOUNT AND
NOTICE OF ITS SUBSEQUENT CALL FOR
AUDIT.
Date __/~I1<--2:--../-.1_.,1992
7
Exhibit "B"
BJ2dL a;40?/IL/
Please sign and return
Integra
Mr.Dennis R.Boettner
209 Walnut Lane
Ashlea Village
New Holland,Pa.
In re:
Dear Mr.Boettner:
Integra Trust Company
300 Fourth Avenue
Pittsburgh,PA 15278
(412)644-8503
(412)261-0115 (FAX)
November 17,1992
Jessie H.O'Brien,Deceased
Trust ,For Rhoda A.Boettner
No.63-70-88
#20-6683-00-5
Enclosed please find a conformed copy of the First and Partial Account
of Integra Trust Company as Trustee.The Account was filed on November 6,1992
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
January 28,1992.A Petition for Distribution will be presented to the Court at
the time of audit.
Please acknowledge receipt of the Accounts 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 355-4812.
Very truly yours,
~~~
Susan 1.Stout
Assistant Vice President
SLS/dad
Enclosures
cc:Richard J.Amrhein,Esquire
I HEREBY ACKNOWLEDGE RECEIPT OF
THE ABOVE MENTIONED ACCOUNT AND
NOTICE OF ITS SUBSEQUENT CALL FOR
AUDIT.
Date 3c,M.'U , 1992 0'1M"<,K~
Please sign and return
Exhibit "B-1"
Integra Trust Company
300 Fourth Avenue
Pittsburgh,PA 15278
(412)644-8503
(412)261-0115 (FAX)
November 30,1992
Mrs.Denise R.Krous
#1 Hill Terrace
R.D.#2
Hackettstown,New Jersey 07890
In re:
Dear Mrs.Krous:
Jessie H.O'Brien,Deceased
Trust For Rhoda A.Boettner
No.63-70-88
#20-6683-00-5
Enclosed please find a conformed copy of the First and Partial Account
of Integra Trust Company as Trustee.The Account was filed on November 6,1992
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
January 28,1992.A Petition for Distribution will be presented to the Court at
the time of audit.
Please acknowledge receipt of the Accounts 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 355-4812.
v1ffi;;rz sW
Susan L.Stout
Assistant Vice President
SLS/dad
Enclosures
cc:Richard J.Amrhein,Esquire
Date /9fd_,1992
Exhibit "B-2"
Please sign and return
J
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COU RT DIVISION
IN RE:
ESTATE OF
JESSIE H.O'BRIEN,
0(z
0(Deceased.~CDZZIIIl\,
i~~BEFORE:xCD;
)
)
)No.88 of 1970
)
)
)
)
HEA RING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Cou rt.
Wednesday,May 19,1971,at 10:00 o'clock A.M.
EDST.
PEACOCK,KELLER,YOHE &DAY,ESQS.,of
Washington,Pa.,representing the Accountant.
tiE APPEARANCES:
C
oS0(
Uii=l TIME:
~
""ai0:~o THE COURT:Number 88 of 1970,the estate of Jessie H.OlBri=n,
l\,
III0:t deceased.The Executor is Charles C.Keller and the attorneys
:JoU..are Peacock,Keller,Yohe &Day.Mr.Yohe?0(
Uii:~MR.YOHE:If the Court please,Mr.Day is handling that.
He's on his way up.I suggest that---he should be here in a few
minutes---put it at the end of today's list.
THE COURT:
appears.
MR.YOHE:
THE COURT:
We can take it after your other audit here if he
He's als0 handling the next one.
I
He is taking both of those?
.~
,./
MR.YOHEf.f
THE COURT:
today's list .
Yes.
All right then.We will put those at the end of
2
(At the close of the call of audits for this day,the following occurred):
THE COURT:Mr.Day,we will now hear your audit petition in
/
c(z~the O'Brien estate.That is Number 88 of 1970,the estate of Jessie
>-UlZ~H.O'Brien,deceased.Mr.Day?
II.
ie MR.DAY:Your Honor,in response to the statement from
l!lzi:
Ul the Personal Property Division of the county,the securities in the;
ti O'Brien estate were all disposed of prior to Janu8:ry 1,1971,
~Ulc and there is no liability for this year.
oJc(
Uc (['HE COURlI'i:3 ;-'U:i~(;uP All dis posed of?:::l"I
f MR.DAIY:'lt'That is correct.
iii0::~THE COUR T:Now there are other years listed there.
oII.~MR.DAY:In other words,we admit all except the 1971.
I-0::::l8 There are other securities in this estate,the Wtstern Pennsylvanill
~~National Bank,and it's to be transferred to the trustee in kind.
II.o
The trustee has agreed to accept the transfer of all cash monies
of whateger nature,that is savings,bbnds,certificates of deposit
or savings accounts in various savings and loans associations,
but has requested that in the event an interest period comes due
on the savings and loan accounts prior to our actual transfer,that
we cash them in and transfer the cash since most of them are in
---------------------------------.....,.-----.
to the Executor until all tax accounts have been audited.And then
California organizations.We would like to have $2,500.00 reaward d
any balance thereof is to be paid to the trustee in accordance with t e
Very well.Are there any claims of any kind?
terms of the will.
THE COURT:
I ")
I ...J
rI-....
I
,
II
j
~
I e
MR.DAY:«Z~THE COURTL,
>-01
Z~estate?
0.
i~I!lZX
01 THE COURT:~
None,Your Honor.
Is there anyone els e in Court interested in this
(NO RESPONSE)
The audit of this account is ordered closed by the
•
(AUDIT CLOSEEJ )
Court.
I hereby certify that the proceedings and evidence aloe contained
and that this copy is a correc~anscriPt of t~e same.
\.1 <1-<...0 "f L.-....-~
cause,
..:uit...
!!!
Q
oJ0(
Q
Q
::J.,
:z:I:.til
uia::III~o0.~fully and accurately in the notes taken by me on the hearing of the above
~::JoU
~uii:...o
•
above cause is hereby approved and directed to be fUed.
'J.
l
.,.
dst__---_
'.
,.:::_..•OFFICE OF
THE REGISTER OF WILLS
AND
CLERK OF THE ORPHAN'S COURT
WASHINGTON COUNTY
WASHINGTON,PENNSYLVANIA 15301
YR 88.70 t#
ACCT 190.00
6 TOTL 190.00~12:40NOV.06'922 CHECK 190 00_INE D4 •
Kathleen Flynn Reda )
No.29749
r',r
Fo1~m RCC-33
RESIDENT DECEDENT
C;OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
......WASfUNG.TO-N ..
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 death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)_____J~=~:;:?~:~;:~.O~___};::UA;;:OF
Late of WashingtQu.....................County ~~
state of p.ennSY1Vania '.'}ss:
County of.:wi3.-SJ::ri,.n.gt.Qn.....
...........................C.hgd.e.s.C...,K§.Ugr .
of the estate of the above-named decedent being duly sworn,deposeS and sayS
Eecutor
..P.e.acock,Ke.ller~Y ohe..&..Day.".6.8..:::..7..0 E.ast..Beau Stre..e.t,..
..Washington,PennsylvaniaL53.01 ..
Decedent cUed Ja~~~f.....il;;,19iJ~~~·i '{;;;:~aVing 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.
That as such Ex.ec.uior.deponent is familiar with the affairs of said estate and the property con-
(Ex"cul.or·Admini8lral.or)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
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
Nnnp.
-
That the contents of said safe deposit box or boxes are itemized under Schedules ~I3~__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,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness,of 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,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
a.t the time of death,and all promis.sory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polictes 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.
;..
,"I,
• t..
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 ofprop~rty,'real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to t~ke effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of s~ch property,t~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 ~ffect in possession or ~njo~ent at'or a~t~r,death,there is also attached ~o the schedule a CORY
of the deed,trust agreement or other in.stru,,!ent creati{lg the .'trust.Thert~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid 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","a","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
(E:reC'Utor-JU~_~~,.,
,9..e.'~~;,.J~'t.," , ,~_~.,
W.ashing.t.o~P.e.nnsy.lv.ania ,.1.53,0.1 .
(City or Town and State)
Subscribed and sworn to before me this
_d_«--:':::":-nay ofCL19c4,)...L 19_2.0
..~..~....~.•...__.
Mary Jane Smith,Notary Public
Washington,Washington County,Pa,
My Commission Expires
NOTE:aefo~~r~~~JPh~9~ffidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph abov'e relating to Schedule "a"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
R~C-~4 (l-b4)
COMMONWEALTH OF PENNSYLVANIA
DE,PARTMENT OF REVENUE
BU~EAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE HA"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
..:;;'
\
....,
Insert thi s total opposite "real property",Schedule"A"in the X X X X X
"As Reported"column on the last page of this return.
NONE
Rc6-35 '
COMMONWEALTH OF PENNSYLVANIA'
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)'"
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
Mellon National Bank &Trust Company'"
(Charleroi Office)-Savings Certificate No.
E01820 '"dated August 4~1966
Accrued interest on same'"8/4/69 to 1/19/70
Mellon National Bank &Trust Company"
(CharleroiOffice)'"Savings Certificate No.
E01863 -dated September 6"1966 ~
Accrued interest on same"9/6/69 to 1/19/70
Mellon National Bank &Trust Company'"
(Charleroi Office)...Savings Certificate No.
E40803 ...dated July 7~1967
Accrued interest on same'"7/7/69 to 1/19/70
Western Pennsylvania National Bank (California
Office)..Savings Bond No.G 71661 ..dated
March 3~1967
Accrued interest on same"3/3/68 to 1/19/70
Western Pennsylvania National Bank (California
Office)..Savings Bond No.G 71648 ..dated
February 4~1967
Accrued interest on same ...2/4/68 to 1/19/70
Western Pennsylvania National Bank (California
Office)...Savings Bond No.G 71644 ...dated
January 10~1967
Accrued interest on same'"1/10/69 to 1/19/70
Gallatin National Bank (Brownsville Office)...
Certificate of Deposit No.Y6947 ..dated June 3~
1967
Accrued interest on same'"6/3/69 to 1/19/70
5"000.00
124.26
5,000.00\~
492.72 \~
5"000.00 "l ~.-
504.95 •fI#'l
5,000.00 -)~u,
259.61 7tfJ4fP,
5~000.00""->~,
158.24 ~#
'"15 Gallatin National Bank (Brownsville Office)...
Certificate of Deposit No.Y6631 ..dated May 1~
1967 CONTID ON NEXT PAGE 5"000.00
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
-~-------------------------------------..,.------......,
;:.'r
"
16
17
18
SCHEDULE "B"
PERSONAL PROPERTY
CONT'D
Accrued interest on same -5/1/67 to 1/19/70
Gallatin National Bank (Brownsville Office)...
Certificate of Deposit No.Y6600 ...dated April 7~1967
Accrued interest on same'"4/7/69 to 1/19/70
6t{,/,
181.50 ,')[g1fLt'
5~000.00 \""
197.28 J~
19
20
Pittsburgh National Bank (California Office)...
Savings Certificate No.3117 ...dated December 5~1969
Accrued interest on same -12/5/69 to 1/19/70
5"000.00 "\
30.14 {
21
22
23
24
25
26
27
28
29
30
Pittsburgh National Bank (California Office)..Savings
Certificate No.71 06 ...dated October 2~1969
Accrued interest oJ;l same'"10/2/69 to 1/19/70
Pittsbur'gh National Bank (California Office)-Savings
Certificate No.13476 -dated October 5~1969
Accrued interest on same'"10/5/69 to 1/19/70
Pittsburgh National Bank (California Office)-Savings
Certificate No.13488 ...dated November 2.1966
Accrued interest on same'"11 / 2/69 to 1/19/70
Pittsburgh National Bank (California Office)-Savings
Certificate No.13489 ...dated November 4~1969
Accrued interest on same -:11/4/69 to 1/19/70
Pittsburgh National Bank (California Office)...Savings
Certificate No.8555 -dated November 8~1965
Accrued interest on same'"11/8/69 to 1/19/70
2"000.001
29.57
2"ooo~oo 1;e;',
29 04 ,".(J•
2~000.00)gif;<'./
21.37 ~
2~ooo~0°1,.;f;;~.',
20.82 J W~
1"000.00).'
9.72 ',/
'.
31
32
33
34
Pittsburgh National Bank (California Office)...Savings
Certificate No.325 ..dated October 3~1963
Accrued'interest on same -10/3/69 to 1/19/70
Community Savings &Loan Assn.(Long Branch"Calif.)
Certificate No.032-651334-8 -dated July 10"1967 ..
interest payable quarterly from 9/30/67
Accrued~interest on same'"1/1/70 to 1/19/70
1~000.0Q.1.
14.7aJ
5"000.00)
13.01
35
36
37
38
Equitable Savings &Loan Assn.(Pomona"California)...
Certificate "No.227-970675 -dated June 26~1969
Accrued interest on same'"12/26/69 to 1/19/70
Mutual Savings &Loan Assn.(Pasadena"California)-
Certificate No.MT-13933 ...dated July 3"1967
Accrued interest on same"1/ 3/70 to 1/19/70
5"000.0\y.~~~
16.44J
5~OOO•.OO}
10.96 '
,'
39
40
State Mutual Savings &Loan Assn~(Los Angeles~
Certificate No.806951-0 -dated July 29"1968
Accrued interest on same -10/29/69 to 1/19/70
CONT'D ON NEXT PAGE.
California)Ii;Ji
5~OOO.OOt,"~W v
54.SQJ r.l~
41
SCHEDULE lIB"
PERSONAL PROPERTY
CONT'D
Conestoga National Bank (Lancaster~Pa.)-
checking account
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
Pittsburgh National Bank (California Office)
The bank balance shows $1"332.59
less three outstanding checks 183;60
or a net balance of
54 shares -Western Pennsylvania National Bank ,-
common stock at 26
20 shares -American Sugar Refining Company -
5.44%preferred stock at 9 3/8
$500.00 -5.30%subordinated debenture -American
Sugar Company -Certificate No.RV569 due April 2~
1993 at 65 5/8
5 shares -United Fruit Company-cemmon stock
at 50
10 shares -Libbey-Owens-Ford Glass Company
common stock at 42
20 shares -Ancorp.National Services"Inc.at
20 3/16
159 shares -National Securities Series -Income
Series at $5.46
200 shares -National Securities Series -Dividend
Series at $4.33
11 7 shares -National Securities Series -Stock
Series at $8.30
100 shares -Wellington Fund~Inc.at $11.67
408 shares -Dividend Shares~Inc.at $3.68
20 shares -G.C.Murphy Company -commop stock
at 20 7/16
100 shares -Delaware Fund"Inc.at $12.66
66 shares -Kroger Company -common stock
at 27 7/8
1 share -Victor Oil &Gas Company
Commonwealth of Pennsylvania -retirement check
for January
TOTAL
1"148.99
187.50
,
356.25
250.00
420.00
403.75
818.14
866.00
971.10
1~167.00
1~501.44
528.75
1"266.00
1~839.50
50.00
119 79
96"344.60 '
i",
I'RGC-31>
com{ON"\'EALTH OF PENNSYLVANI:L\.
TIUNSFER INHERITANCE TAX
~SSIDENT 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)~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)~o
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__.rq~Q~_
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in "his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~N"""'OL-_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)~O
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ----=-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~o
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or Which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~__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)__
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
~O~E .
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.~O~E
~..
. I
ReC-38.
COMMuNWEALTH OF PENNSYLVANIA
'rHANSF'Ell TNHERI TANeE TAX
PJF.SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
BSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"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
th~necedent...
Name I _.-
Description of Property,Date of Acquisition,Unit percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace ;Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.t In This Space.i--
Value of Value of
Entire Decedent's
Property Interest
NONE
I
I I
II
1I
I I
1I IIIII
I II
I I !I I IIIII
I
I I
I IIIiI III1I
II
Ii
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
",RCC-37 ,(12-63)••
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent'or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
~.
'\U0 otpY'n '",N~tion~l
Biil'nlr....,-'O'h P,-1"\T~ni::i <1'1"11 Qtpp for
..
Rhoda AbiQ"ail Boettner DaulJ'hter Yes Income for life
Q?O M::lriptta A~7pnllP
T."'n""'"Qtp'Y'P~1 7flO~
Dpnni!=:R~.-:I~~T'Boettner Granc+son Yes Income for life
npnni!=:p Rhona B Grand-dauQ'htel Yes Income for life
T!=:QllP of O'r::lnrl ...C"hilrlrpn·
Tn +ho f"\f f",il11'Y'o f"\f iQQllP
::l!=:'"hf"\UO 00+forth thp R
Foundation of Retarv Internatior al
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
,,..
SUMMARY
Real Property ",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,'"''''"",",,""'"''''''",(Sch."A")
Personal Property """"',"'"""""""""""""""""""""""""",(Sch."B")
Transfers """",""'",,"""""""'""""""""""",'""""""","""""(Sch."C")
..........................................................................................................................
Gross Taxable Estate """,,,,,,,,,,"'"'''',,,,,,,,,,,,,,,"."""""""",,"'"
(1)(2)
(As Reported)(As Determined)
$"NONE"'$,'""""""",.
$.,,9.6..,3.44.,60,,.I$Y?..~~7{f 0
$""NQN~",~"""'$ ,
$""",:.:",:,~,:,~,"".'1'"':~,,$~.."".,,~,...,.,
$""""""""""""",$",.""""""""""",.",$",~,Q"S,L1,~!>.().Q".,$24d'...~?(~()__.1.
.1.
o~.d
.'1 "
.1 •
;,'I
.G'5(5
U
.....o
oz
R CC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA.E
REFER TO
J
CHARLES C.KELLER
JESSIE H.OtBRIENInRe:Estate of-------''''''''''''-'''-''''''''-~'--'':.......===------
_____-..:\I:::fA:S::,:HI=.·::;tn:::.,:TCN:.;:··::.:.-County -File No.6.3-70-813
Dear Mr.Keller:
You are hereby notified that the original
appraisement in the estate of Jessie H.OfBrien
has been filed in the office of the Register of Wills qf Washington
County on June 10 ,19-lQ Said appraisement reflects the
following valuations:
Real Estate -:-__.....",_
Personal Property 9£6~.~13c44~.~6~O~__
Transfers ......,...-,....._-:-_
Total -9ZJ6~;~?L!:i·L.L.~·:.t.•.!::!60~·_
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 __--'twbwme~...lIo!o01.4,'-""l..;li97"f-·.llt,Q _
DATE OF DEATH:January 19..1970
Note:This is not a bill.
..'...
'CC-39 (5-'68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of O'BRIEN JESSIE
(Last Name)(First Name)
H.
(Initial)
DATE OF DEATH __1_...1_9:--...;...7_0_FILE NO._--,63c---:.7_0-_8_8_
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each itern in the last column to the right in Schedules "A","B", "C",and "E".
Dated:-::::0-;:-6----..;1;:.,0,,---"'=7=0 _
01-19-70
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
96.'3L.L.60
Q6.11.JJ.60
Q6.1l...l...60
Q6.11.JJ.60
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-----------4--2
Tax on $-----------4---{6%
Tax on $-----------4--5%
Tax on $-----------4--10%
Tax on $15%
Exemptions *
Total Estate----------4---
TOTAL TAX
COMPUTATION OF TAX
$-------~-
$---------1--
$--------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 $-----~
AMOUNT OF ESTATE TAX ASSESSED $-------1L-
Estate tax paid $......Jl-
BALANCE DUE $~l____
Add interest at rate of 6%from t=
------I:to-----$--------1
TOTAL TAX BALANCE $------1
PAID $---1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will ~Administration ~No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JESS IE H.0'BRIEN.............-....
Deceased
Late of .
County of
CALU'ORNIA.....
W.A.3.H:qlJG:TQN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I
"
\.
..
Fonn RCC-2
,)
DEPARTMENT OF REVENUE •
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
•RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~.~}g'.~??~.
COUNTY ~..........~'3.:.~~~.I.J:g;~..?!.1:.................
FILE NO 9.2..=.7.9::$.$.
Whereas,c1~.~§,;j,.~.H.'-Q..!J?r..tl?D.late of Q~+.~:f..9:r.l1~.a.:.
in the County of :w~!?~pg:t.'?P.:Commonwealth of Pennsylvania,having died on
the l.9 t.b...........day of c1§P.l.,l.~r.Y 19...7.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~!..~g..~Qh9.P.:~y ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for 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 Anet Unit
Values
Appraisement
Made for Inheritance
Tax Purpoles
I-----------------------+---fl-----....--I
$
PERSONALTY:
96,344 60SeecopyofSchedule"B"attached to apprais ementI-----------=-=-----------------:...=--------------+----fl------+---
I
I
I----------------------------------------+----fl--------f--.-
Total 96,344 60
Having been duly swo.rn according tp.Jaw,I do hereby ~that the above appraisement is made in con-
~~rmity with law on this /..d..~..day of ......~;?');~...~..........~.l~Z~_~/..C~...~X
-------_-7(~';;'iZ.;).......A'O::-.-&2!/.a '.L.jp,;;;;;;;.......•Penna.
WASHTN}.TON .County
-------I
January 19,1970
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JESSIE H.0 'BRIEN...........................
Deceased.
Late of
CLAIFORNIA
Date of Death,
Appraisement Docket Vol.,.3.8 .
Page,AQ~.5.No ??~7..9.:.?.?..
Filed in Register's OfficeJ.J.w:J.~+.Q 19 7Q
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
·Vd f·O~!·~Ol::~!HS\/lt~
S-i l i \\JOt!:;LSj ~3 ~1
c~~1J'J ~~-4 I=:3 .=r;:,1
Appeal f"om Appraisement,..c I -I'I...I t ",j t;;J'I'I I J~.."ld.t ...,
Entered and charged,.
~.......,...
4 ~1
't",..•
I •
• j
.,.,.
,
STATEMENT OF DEBTS
AND DEDUCTIONSCOUNTY
REGISTER OF WILLS.
AND AGENT OF THE COMMONWEALTH
OF Washington
I'..r
Form RCC-IO•
ESTATE OF MRS.·JESSIE H.OIBRIEN LATE oFBorough of California.Washington C6.1 Pa.
DATE OF FILING APPRAISEMENT April 24,1970 DATIi OF DEATH .::;J..:;a;::.n:.;:u::.;a;;.:r=...y"'--'1::.;9;;..;3l-.-:1::.;9::.;7..;..0-"--_
DATI!:NO.OF
VOUCH""NAME OF PAYEE REMARKS AMOUNT
1./26 70 RllcC:!I;~l1 M~rinn Cprtif;?6 's 0
1/?p.70 W~~hinO+nn r R A-'·14 00
1 I?0 70 Rl1RRPll Marino Short Certificates 12 00
?/fl
,4/??
10/7
70
70
70
B ille TelPO'ranh
Rll ~~p11 Marino
Russell Marino
AdvertisinQ'Letters Letters
FilinQ'Inventorv and Balance of
Eleven Short Certificates
9 00
20 00
11 00
Affin:::nTits
A('('nllnt~nt's Cnrnrni ~~i()n
15 00
?000 00
Peacock Keller.Yohe &Day Accountant's Attornevs 5.666 88
Rll ~~pll M ~rinn Filinpo Account 17 00
?/11 70 "Fi'rpn F Groff F Le ·al Bill 1 399 28
?Is 70
Lenter
W",111 Nursing-&Convalescent Medical services 342 00 I
?,15 70 Henkel &McAllister Drll O'R 54 69
?I?,O 70 Richard H.Weber M.D Mpni('~l Services 10 00
41 P.70 "0".'.•1 l\r.M('A 11 i ~tpr Additional DruQ's 3 00
6/8 70 Carl C.Kessler.M.D.Medical Services 20 00.............,.,-+--'-='ir------1r--==-=-=""-"'-=::;.:::;"::::=.;;;;.:,,,o~.;,;;;,z.--''------+-'''---'~~~~.;;....;..;:;.;;.,~-------_+---_____t-'''-'''-1
41 fl 70 r,.pnn:=:ln Brot.hers Service Rent 85 00 II
I v I''/
705 3~TOTAL(10
COMMONWEALTH OF PENNSOYLVANIA }ss.
COUNTY OF WASHINGT N .
I,CHARLES C.'KELLER HEREBY CERTIFY.THAT.TO THE BEeT OF
MY I<NOWLe:DGE AND BELIEF.THE FOREGOING IS AJUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSU 01"
ADMINISTRATION SUBMITTED TO THE ESTATE OF MH:~:H:SS I--t H ..O'RRTEN---I DECEASED.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.y.:J~~~~a=
_~;-'~=======I::.~~~~'-~---"""~~__(L'5.)
'WO'N AND 'OOOC''''D '~L"24th
QYj ..~;C);:~::}i-
Mary Jane Smith,Notary Public
Washington,Washington County PI.
My Commission Expires '
February 28,1973
..
•
,-.
--.\
L
L
r...,-
-r--...
'"f'--.....~~,-~
lJn tbr (@rpl1ans'(tluurt uf lIasl1ingtun <!tuuntg
IN THE MATTER OF THE AUDIT OF ACCOUNT.
In re Estate of ~.~.?~.~~??~.~.~.~.~~~.~No.6.3~.8.tLQf.,7.Q 2nd..Q.tl'erm,19..7.1 ,AA
.~~.~~;!..~.~~.!~~.~.~~.~L.~~~.!~.~~.~~.?~.~~~.~.~~!:0.~.Y:.?~.~.~~~~:!.~.~.
Mjij~
Date of death.~l?:~..)..9.1..J/t.7Q Date of filing Inventory Appraisement A:pril 23.,19J.Q .
~t
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
j
--
IT E M Valuation
1971
5 sh United Fruit now United Brands @ 16.50 82.50
1 t:;q ~h N'-l_+.1 _:.qP,n I nnme SeriAs @ ?...77 C;99.h1..
200 sh Natl Sec.-Dividend Series @ 2.77 554.00
117 sh Natl.Sec.-stock series @ 2678 ~25.26
I
1970
5 sh United Fruit @ 46.00 230.00
159 sh Natl Sec -income series @ h.28 680.52
200 sh Natl Sec.-dividend series @ 3.19 638.00
117 sh Natl Sec.-stock se>X'ies @ 2.85 333.45
1969 -
5 sh United Fruit @ 83.50 417.50
159 sh Natl Sec -income series @ h.73 752.07
200 sh Natl Sec -dividend series @ 3.98 796.00
117 sb Nat]Sec.-stock series @ 4.15 1J.8C;.C;C;
1968
5 sh United F!l!uit @ 60.00 300.00
159 sh Natl Sec -income series @ 4.05 6L~3.95
200 sh Natl Sec.-dividend series @ 3.44 688.00
117 sh Natl Sec -stock series @ 3.03 354.51
.I Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6'70 Interest Total Claim
5%disc.....----.(5.93)19 71 1560 None 1560 ---6.24 --.31 --~
19 781 1880 None 1880 ---7.52 .75 .32 d'-59
19 69 2450 None 2450 ---9.80 .98 1.0e 11.78
19 68 1985 None 1985 7.91J..79 1.28 10.01---
19 67 1735 None 1735 ---6.94 .69 1.76 9.39
19 66 1870 None 1870 7.u.8 .75 2.24 10.47---
~(.-...I TOTAL CLAIM ~7}
~~11 .K••7lA ~.If"vvvvV'
The foeegolng Is °statement of all aem~Ie as they appea,In the Invento')'ApproI e e,f'lli
davit 0'Assessment flied fo'the pu'pose of detecmlnlng the Peesonal Pcope,ty Tax on sold Estat~~
......3.Qtl:?:........day of...~P.~?:-J.....................197J.......A.V.CAPAl'lV;6oncitor
,
\.No .__, ...Term,19 . ,AA
In re Audit of Account in Estate of
AUDIT
Jratript fur .Apptaranrt
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
•<
A.v.CAPANb,.
Solicitor
~9
--,
lJn tbr OOrpQuns'mourt of lIusQington mountg
IN THE MATTER OF THE AUDIT OF ACCOUNT
In re Estate of__.O.!J?~;i,_e.n.".__J_es.sJe ff.•..__. .__..No _ _..,Term,19 ,AA
Affidavit
Date of death . ...._Date of filing Inventory Appraisement...._ ____._._.
Assessment
TO THE AUDITING JUDGE:
Enter my appearance for.Personal Property Tax Due Washington County,viz:
--
ITE M Valuation
1967
5 sh United Eruit @ 26.75 133.75
159 sb Natl Sec.-income series (cQ ~A82 607.18
200 sb Natl Sec.-dividend series @ 3.06 612000
117 sb Natl Sec.-stock series @ 3.26 381.Lt.2
I
-
1966
5 sb United Fruit @ 32.25 161.25
159 sb Natl Sec -income series @ 3.84 610.56
200 sb Natl Sec.-dividend series @ 3.40 680.00
117 sb Natl Sec -stock series (@:~~~1,15.35
..
-I Inventory Assessment 12%Asse'ssment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6'70 Interest Total Claim
19
19
19
19
19
19
-----
TOTAL CLAIM
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
........._ _day of___.............19 .A.V.CAPANO,Solici~i
I'•
\
\t
/./..~///v ".~.~.;;
No~}::.~~9.t7,o...~!l.~..g~.~Term,197.~_,..,AA
In re Audit of Account in Estate of
O'BRIEN JESSIE H•................................,_-__.__._-
AUDIT
Jrarripr for i\.ppraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
'Vd "00 tiOJ.~H1HSVl~t<~'-~..t
SllL\\.:iO IL:E~:1~3i.:
oNIlJl;H T":_:3;il1!
SI E ~Id SZ A\HI IL
L;il _:',..1 r""~~·~tA,·-v.~APANO,'\....--.•.Solicitor
~9