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Home My WebLink AboutOC1970-0094 - ESTATE OF URBAHNS---------------------_.~.-.-..------------ '.. Formf{)r Guardian or Trustee 'tlUiDU .~ur l\uilit 11u w~r (@rp~aU!i'Qtourt of lIa!i~ingtou Olounty J Estate of g,9..~~I~.'£.p..~.QB.!?~tm§..I . ........................................................................................!?§.9.§.?.~.§.g ..........~. I For...•q,S?:?~F..~.~.!}.~p...~Q.E!:?.~.hn.§. ,Li~e Tenant -died November 2 1968...........................................................................................................I.. minor-incompetent-lifetenant Date of trust or guardianship ~.~9..~.?:!:-~..!~.~.§..?...~?.~.~N.9..:: If there have been former accounts filed in this estate,list:None (No.17 of 1967 Filed at No..~.4 of 1~:z.O.'-J:.A.), Fiduciary.......~~.;?:!:-.~,;:~....~.~.~!}.!?.Y.Jy..9.:!}J~....~~.t.J9.,~al... .............................!?9:.~~..!.....'~.E~.!?..!:~.~.. Place of record of appointment . 17 of 1967 A.A. 1/6 1/6 2/6 1/6 1/6 Reason for filing this account......P..~.~~.~....~.~....~.~..f..~....!.~~.?:~.:'::.!.......;r.S?:?.~F..h.~.~.~....!?.::....g.:F,9..9.:hn.~..,.....9.n....N.9..y.§.w.er 2,1968 All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: Monongahela Memorial Hosp~tal Association Betty Mills Hayes First Presbyterian Church of Monongahela Western Pennsylvania National Bank,Trustee for Mr.and Mrs.Howard D.Mills,or the survivor thereof Robert Durfee All of said parties have received notice as required by the.Court Rules except as follows: Copies of notice and account mailed certified mail to all parties;and also to Office of Attorney General of Pennsylvania in compliance with Rules of Supreme Court. 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 $174,449 •71............................................................ Additional debits not shown in account: (Indicate whether income or principal) See Exhibit A hereto attached Proceeds -sale fractional share Union National Bank of Pittsburgh (p)' Income Personalty t. Income $.. 1.23 509.90 Total additional debits $?.~.~..:..~.~.. Additional credits not shown in account: (Indicate whether income or principal) Disbursements -See Exhibit A hereto attached (Principal) Disbursements -See Exhibit A hereto attached (Income) Joseph L.Hoffmann -Reimbursement for filing costs and certified mail 368.53 130.59 44.00 Balance for distribution Total additional credits Principal $b.ztd.:1:.7..~.?.~.. I $---.ncome . Total $~.7..~..t.~.~.7..:;.??... $:?.~3 .12....................................... 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: Cash ,7,438.78 Investments: $2,000 United States Treasury Bills due 1/31/71 1,870.05 ~$28,000 United States Treasury Bills due 11/30/70 25,985.59 798 shares Ametek,Inc.9,650.82 198 shares Atlantic Richfield 6,249.38 150 shares Continental Can Company 5,456.25 498 shares Duquesne Light Company 17,554.50 300 shares Fieldbrook Foods 300.00 78 shares Goldfield Mines Company 78.00 ',18shares Municipal Investment Fund 11,047.60 234 shares N?tional Gypsum Company 4,737.27 396 shares Oil Shale Corp.5,469.76 498 shares Penna.Power and Light Co.19,297.50' 300 shares Philadelphia Electric Co.11,531.25' 1008 shares Tenneco 24,066.00 498 shares Texaco,Inc.19,359.75 126 shares Union National Bank and Trust Co.4,325.22 166,978.94 ... ,~. .. .t. ) Total $174,417.72 .' •I, '"' ~ Western Pennsylvania National Bank FIFTH AVENUE AT SMITHFIELD •PITTSBURGH,PENNSYLVANIA 15230 AREA CODE 412 471-8600 \ ." April 28,1970 Mr.John Hana Clerk of Orphans'Court CourtHousewashi~gton,Pennsylvania Dear Mr.Hana: Enclosed are three copies of the statement of debts and deductions together with two copies of the charitable exemption application for each charitable bequest for the Estate of Robert D.Urbahns. The heirs of the trust appear to be 15%collateral distributees. Please notify me as soon as possible the amount of inheritance tax due. Very truly yours, {:"~~Trtt~eOfficer Enc. ESB/lls ,. JOSEPH L.HoFFMANN ATTORNEY AT LA"W 242 WEST MAXN STREET MONONGAHELA,PENNSYLVANIA 15063 May 1,1970 Mr.@ohn V.B.Hana Clerk Orphans t Court Court House Washington"Pat 15301 Re:Es tate 0 f Robert D..Urbahns, No,.94 of 1970 Dear Mr,Hana: Tn reply to your inquiry concerning the relationship of Betty Mills Hayes"Mr.and Mrs.Howard D.Mills and Robert Durfee to the above named decedent,kindly be advised that all of said persons have a collateral relationship to Robert D. Urbahns,now deceased,that relationship being cousins!or c0usins~in~law.. Robert D,Urbahns"mother"s mai.den name was,Durfee,and she had several brothers and sisters.Robert Durfe~is the child of one of these brothers;Mr.Mills is the child of one of the sisters;and Mrs.Mills has no direct relationship except by marriage;and Mrs.Hayes is a child of the Mills, Therefore,I would summarize the relationship as follows: I Robert Durfee Howard D,Mills Mrs,Howard D.Mills Betty Mills Hayes cousin cousin no relationship cousin The information herein submitted is from my files and therefore based upon information given to me by Dr,Urbahns prior to his death, Yours very t~uy,I .~)'.~&4~~#b~eth·L.Hof nn J'LH:w CC:Marie Shepos~WPNB ~~---....---~~~~--------------------------------..(017";--.-------- l~l'l ~'-__or. .... EXHIBIT A SUPPLEMENTAL ACCOUNT OF WESTERN PENl'JSYLVANI'A NA'TIONAL BANK,TRUSTEE UNDER DEED OF TRUST WITH ROBERT D.URBAHNS DATED MAY 15,1963 ACCOUNT STATED FOR THE PERIOD JANUARY 1,1970 THRU MARCH 6,1970 #3-3989-1 Balance per account dated December 31,1969 $4,000.00 1970 Mar.4 Cash: Investments: $4,000 united States Savings Bonds,Series i "H" $2,000 united States Treasury Bills due 1/15/70 $28,000 United States Treasury Bills due 11/30/70 798 shs.Ametek,Inc. 198 shs.Atlantic Richfield 5 shs.B &M Oil and Gas Company 150 shs.continental Can Company 498 shs.Duquesne Light Company 300 shs.Fieldbrook Foods 40 shs.Goldfield Development Company 80 shs.Goldfield Mines Company 300 shs.Homemakers savings Corp. 18 shs.Municipal Investment Fund 234 shs.National Gypsum Company 396 shs.Oil Shale Corp. 498 shs.Pennsylvania Power and Light Co. .300 shs.Philadelphia Electric 1008 shs.Tenneco 498 shs.Texaco,Inc. 102 shs.Union National Bank of pittsburgh Received 28 shs.Union National Bank of pittsburgh by merger with peoples union Bank and Trust Company Proceeds,sale fractional share Union National Bank of pittsburgh Amount forward -1- 1,973.20 25,985.59 9,650.82 6,249.38 50.00 5,456.25 17,554.50 300.00 40.00 80.00 300.00 11,047.60 4,737.27 5,469.76 19,297.50 11,531.25 24,066.00 19,359.75 4,462.50 $2,838.134 171,611.~7 174,449.171 -0- 1.23 $174,450.94 I Ii ~state of Robert D.Urbahns -II II1970IIJan.21 il I I,I Ii I I 1970 I II Jan.21 i, II :1:1 Jan.27 :, " 'I II Feb.16 IIi" I' I, Feb.26 I',I Ii II Amount forward Assets Purchased $2,000 united states Treasury Bills due 2/26/70 @99.2093 $2,000 united States Treasury Bills due 1/31/71 @93.5025 Cash disbursed to purchase the above assets Conversion of Assets without Gain or Loss Proceeds,maturity $2,000 United states of America Treasury Bills due 1/15/70 Investment value Proceeds,sale 2 shares Goldfield Deep Mines Company Investment value Proceeds,redemption $4,000 United states Savings Bonds,Series "H" Investment value Proceeds,redemption $2,000 United States of America Treasury Bills due 2/26/70 Investment value 1,984.19 1 1,870J05; II'III II ,1970 IiFeb.10 II II, I Jan.27 I Amount transferred from Income-Personalty DISBURSEMENTS Stock transfer charge for 2 shares Gold- field Deep Mines Company of Nevada transferred to the name of Betty S. Wenzel Decrease in Value of Assets Proceeds,sale 5 shares B &M Oil and Gas Company Investment value $30.001 50.00 20.00 I Feb.9 Mar.5 40 shares Goldfield Development Company 300 shs.Homemaker Savings Corp.transferre to worthless securities account #5-5559-D Investment value Proceeds,sale 4 shares Union National Bank of Pittsburgh Investment value -0- 340.00 130.00 137.28 340.00 7.28 -2-$368.53 ============ I I I .II 26.80 I J I I II!15.,81 42.,61 I l I' IIII III I il Ii IIiI Iii! !I !I\i ":1 1/ II 1970 [I IIi"I', I, I'II,I'II, I II 'I I I III "Ii IIII, I i I L ~~state of Robert D.Urbahns INCOME-PERSONALTY Dividends 498 shs.Duquesne Light Company paid 1/7/70 234 shs.National Gypsum Co.,paid 1/8/70 498 shs.Penna.Power and Light Co., paid 1/8/70 Interest $2,000 united States of America Treasury Bills due 1/15/70 paid 1/15/70 $2,000 United States of America Treasury Bills due 2/26/70 paid 2/26/70 DISBURSEMENTS Howard D.Mills and Zora M.Mills Income remittance@ $50.00 1/22/70 and 2/25/70 Western Pennsylvania National Bank Income compensation A~ount transferred to principal-personalty $ I ' I! $ II I I 206./67 61.,42 199.20 $ 100 OOr Ir III j I I 467.29 1 I J -.!: 1....f !::state of Robert D.Urbahns Net Balance Investments: $2,000 united states Treasury Bills due 1/31/71 $28,000 united states Treasury Bills due 11/30/70 798 shs.Arnetek,Inc. 198 shs.Atlantic Richfield 150 shs.Continental Can Company 498 shs.Duquesne Light Company 300 shs.Fieldbrook Foods 78 shs.Goldfield Mines Company 18 shs.Municipal Investment Fund 234 shs.National Gypsum Company 396 shs.Oil Shale Corp. 498 shs.Penna.Power and Light Company 300 shs.Philadelphia Electric Company 1008 shs.Tenneco 498 shs.Texaco,Inc. 126 shs.Union National Bank and Trust Co. 1,870.05 TT,'-=-rT~ !I' ,1$7,482.r81III I!I ! I I I !il,25,985.59 9,650.82 :i il6,249.38 ~ 5 ,456 .125 ,II 17,554.501 I 300.001 I" 78.00 I 11 ,04'7 .60 I II 4,737 2 7 II'il 5,469.1761 "jf 19,297 150'111,53l~251 II24,066~00 I" 19,359 7511 ;! 4,32522j l66,978.94,j II 'II II $174,461 j72 II r========i==if Ii I Ii,I: i II I: $ consists of the following: ---1--I " I The Balance I I Cash: I III I IIi II ilIii! ,I !I :j [/ I,!I I! IIIi r -4- ...-Y f.o..>,'-1,_ " Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro- portions unless specific amounts or items are designated by instrument under which estate is being distributed: Monongahela Memorial Hospital Association Betty Mills Hayes First Presbyterian Church of Monongahela Western Pennsylvania National Bank,Trustee for Mr.and Mrs.Howard D.Mills,or the survivor thereof Robert Durfee 2/6 1/6 1/6 1/6 1/6 COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, SS The above named Fiduciary or representative thereof, being duly ?.~.9.E.~doth depose and say that the facts set forth ill the foregoing petition are true to the best of...h.~.~knowledge and belief. ......§jf.2.E.~to and subscribed before me This ~.?.~~day of ~~.::9..~.L 19S ?'O Signature of Officer.....~~t..,..~h . .Notary Public 7~"TItle of OffIcer .. Office expires ~~¥.?!~..??..~. BETTY E.WENZEL,Notary Public Monongahela,Washington County,Pa. My Commi,siun Expires May 9,1972 And your petitioner will ever pray,etc. WESTERN PENNSYLVANIA NATIONAL BANK...........................................................................................·Trus·t:e·e..·....·.l by.._~~.~_.ill~.__ _ . Trust Officer 'T-· j \ .,--, F f LED,Jrtitinu ~ur Au~it IN THE ORPI-IANS'COURT '70 NAY fH;,!18J ,..i.. { " OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No 9..4 of 19~7..Q ESTATE OF RQJ~;§.R~.P...~.;..Jl.R1?.AHN.S..#.. ........................................................................................p..§9..§.9.:.e.§.9:.. FOR.D.e.ath Q.f L.i.f.e.'r..e.ng,D,.t...f.. J..Q..§.sH?h.~.~.~.p..~y..;:.~~.~~.~..:..??.....~.~l..~/..~·8 mlnor-mcompetent-lifetenant . Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inventory·cOPV of Adjudication 3.Signed electioi'1S"of items to be taken in kind- if distribution account..- - 4._.~~*~X1l!XX~Wk*§{mtx~~~~~£XQCownx .... 5.Praecipe for those represented. 6.Brief-for any question of law raised. 800eph L.BoffmaDo At\omey at Law ...........................24a.W~..Maia atJ:e.e'. DOIloDB&hela,l<iloUl1s59A8 accountant. ~2 RU SSE L',~L:.i\IN0 REGISTEn OF WILLS WASHIN.GTON CO.,PA. t. .oj '. COURT OP COMHON PLEAS OF WASHINGTON COUNn,.PENNSYLVANIA IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF .~~~.~~~~.~~~~~~!.,No ~?of 1~I ..A.A . ..................p.~S;~.~.~~4 . NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs,Creditors and Other Persons interested in Said Estate; Please take n.1Qtice that the first and final account of...~!~.~.~.~~...~~~~.~y..!y..~~;.~..~.~~.~9.~..~.J~.~,g~.t.Trustee unaer Deed of ' ..~~~~~I.of the above estate,was filed in the office of the Register of Wills of Washington County, Pennsylvania,on !?~~.~~J.'Y....~~f.;.19.1.9,and docketed to the above number. Under the rules of said Court"said account will be assigned for audit in the Orphans'Court courtroom on the Third Floor of the Courthouse,Washington,Pennsylvania,sometime during the week beginning.....~.oh...2.,19.1~); The precise time will be posted on the bulletin board in Office of the Clerk of the Orphans'Court on .Ap~il .23.t....;.; 7019.. January 26,'10............................................................................19 . ~.-:;;;::) 1-L.L " ..1 ,..... ,. • ".'•.•-,---'.J W ILL---- I,ROBERT D.URBAHNS,of the City of Monongahela,County of Washington and Commonwealth of Pennsylvania,do make this my Will, hereby revoking any and all WillS at any time heretofore made by me. FIRST:I direct that my Executor pay my lawful debts and funeral. expenses as soon as convenient after my death. SECOND:I give and bequeath all of my tangible personal property in accordance with a separate letter of instructions previously executed and filed with my Executor. THIRD:All the rest,residue and remainder of my estate,of whatsoever kind and nature and wheresoever situate,of which I shall die seised and possessed or to which at the time of my death I may be entitled,remaining after the payment of taxes as hereinafter provided, I give,devise and bequeath to WESTERN PENNSYLVANIA NATIONAL BANK, Trustee under that certain Life Insurance Trust "Agreement dated May 15,1963,and actually executed by me prior to my signing this Will,to be held by it in accordance with the terms of .; that Agreement. FOURTH:If for any reason the said Life Insurance Trust Agreement is ineffective as a trust at the time the assets of my estate are to be added to it,then the property herein given,devised and bequeathed to WESTERN PENNSYLVANIA NATIONAL BANK,as Trustee under such Insurance Trust Agreement,shall be held by it in trust in accordance with the provisions of the said Life Insurance Trust Agreement in its form immediately prior to the execution of this Last Will and Testament. -----'"-"-.........-----------------_.._.~--- ...• .,...,.'1 'I t\.•-:-~r-"I''.1 ".'.J ':":....."0rC',1q ~,~1I,.),.·1.J I .1 j l ~~;,.,J"""•l",',,,, '.'.,..~ • j .. :1 : I • FIFTH:I name and appoint WESTERN PENNSYLVANIA NATIONAL BANK as Executor of this my Last Will and Testament.I give and grant to my Executor the same powers granted to my Trustee under·the afore- mentioned Life Insurance Trust. SIXTH:I direct that all inheritance,estate and succession taxes imposed by reason of my death on property passing under this Will or on property otherwise includable in my estate for the purpose of said taxes,shall be paid-by my Executor and charged against my residuary estate and not against the person receiving the benefit thereof.I direct that there shall be no proration or apportionment I of said taxes. IN WITNESS WHEREOF,I have hereunto set my hand and seal this 15th day of ____M_a....;:y~,1963. I !I. ~' I t• l Signed,sealed,published and declared by the above named Testator, ROBERT D.URBAHNS,as and for his Last Will and Testament in the presence of us,who at his request"in his presence and in the presence Of each other have hereunto subscribed our names as witnesses. Page 2 ...'-."• , C'H -.-.,. ...,;,I ....••w S c:.T ~.'j.J ••• 0 :-',1I.~!I ....~...:'.~r '.'........~ -'- j' . I'' !.'. ~. J ....__-,'.''''f' ,.'" THIS AGREEMEN:T entered into this 15th day of _~_'a-,Y"-_ 1963,by and between ROBERT D.URBAHNS,of the City of Monongahela, I County of washington and Commonwealth of Pennsylvania (hereinafter referred to as the "SE'TTLOR") A D WESTERN PENNSYLVANIA NATIONAL BANK,McKEESPORT,a banking corporation organized under the laws of the United states of America,having its principal place of business in the City of McKeesport,County of Allegheny and Commonwealth of Pennsylvania (hereinafter referred to as the "TRUSTEE") WIT N E SSE T H : WHEREAS the policies of life and/or accident insurance issued on the life of the said ROBERT D.URBAHNS,which are listed on the attached Schedule "A",are to be made payable to and deposited with the Trustee. NOW,THEREFORE,the parties hereto agree as follows: ARTICLE-------ONE--- A.It is agreed that the Trustee shall i~no way be bound to pay the premium on any policy or policies payable hereunder,nor to see that any such policy or policies are kept in force. B.The Settlor reserves the right during his lifetime to revoke, alter or amend this Agreement,in whole or in part,by serving written notification to that effect on the Trustee. ::« ri .....'.',' pl., c.All benef::j.ts,privileges and options accruing I)r available under any of said insurance policies prior to the death of the Settlor, including any right reserved in any of said policies to the Settlor to change the beneficiary thereunder,to convert the said policies into other forms of policies,to borrow in accordance with the terms of said policies,to pledge,hypothecate,sell or assign the same or any of them,and to receive and collect all dividends,and ot:her payments and the proceeds of maturing policies,shall be for the sole benefit of the Settlor and shall not be subject to this trust.If the Settlor changes the beneficiary under any of said poli"cies or surrenders any such policy for its cash surrender value,such act shall have the effect of revoking this trust with respect to the policy or policies so changed or surrendered. 'I ,. t, f·:~ D.It is also expressly understood and agreed that any or all 'of the said POlicies may be assigned by the Settlor for the purpose of obtaining a loan on the said policy or policies,and that upon the Settlor's request,the Trustee,as beneficiary named in any or all nership,corporation or association,and in so doing shall not by reason Policies hereunder,may join in such assignment to any individual,part- of such joinder in any way be or become liable to any person interested. E.Upon receipt of written request from the Settlor,the Trustee shall be bound to deliver to the Insured any policies which may be in its possession and to reassign to the Settlor any policies theretofore assigned to it. I I! It~ F.The Settlor shall have the right to include within this Agree- ment any other life and/or accident insurance policies in addition to Chose described i.n Schedule "A"attached hereto. I· __~_.O_.'="rT'"""l ~_ i__I G.The payment by any insurance company of the proceeds of any POlicy of insurance to the Trustee shall be a fUll discharge of said insurance company on account of such policy,and such insurance company shall in nowise be responsible for the proper discharge of the trust or any part thereof. H.The Trustee shall be responsible for the proceeds of the policies only as,if and when paid to the Trustee,and the Trustee shall not be liable to anyone if for any reason the policies,or any of them,shall lapse or otherwise be uncollectible.Except at its OWn option,the Trustee shall not enter into or maintain any litigation to enforce payment of the policies,or any of them until it shall have"been indemnified to its satisfaction against all expenses and liabilities to which it may in its jUdgment be subject by such action on its part,but the Trustee may utilize the proceeds of any policy to meet expenses in- curred in connection with enforcing payment of any other policy. ART I C L E-------'I'W 0 Upon the death of the"Settlor,if the trust shall not have been theretofore revoked,the Trustee shall hold the principal of the trust estate,including any property which may be added thereto from the estate of the Settlor and the proceeds from any insurance collected by the Trustee hereunder,in one fund. The Trustee shall pay the net income from the trust estate in convenient installments to or for the benefit of JOSEPHINE D.URBAHNs, wife of the Settlor,during her lifetime. Page 3 ..~-~ .,,\:.~ '~'~J.,~,; I',.. I~ .-. ""-:r :"'..', ~,......~....!. J .--.C .. '.~ J1 {, r t In addition,the Trustee is authorized to pay to or for the benefit of the Settlor's wife,JOSEPHINE D.URBAHNS 1 from time to timel such sums from the principal,as will in the Judgment of the Trustee be sufficient to maintain the standard of living to which she was accustomed during the Settlor's lifetime.In determining the need or propriety of any such pa~nentl the Trustee shall take into consideration all other means of support available to her. The right of the Settlor's wife to the income and principal of the trust shall not be subject to assignment l qlienation,pledge, attachment or claims of creditors. At the death of the Settlor's wife,or at the Settlor's own death, in the event of the earlier death of his Wife,the corpus of the trust estate,together with any accrued or accumulated income thereon,shall be distributed as follows: .1.TWO-SIXTHS (2/6)thereof to the MONONGAHELA MEMORIAL HOSPITAL ASSOCIATION. 2.ONE-SIXTH (1/6)thereof to BETTY MILLS HAYES of Tyler, Texas. 3.ONE-SIXTH (1/6)thereof to ROBERT DURFEE of Chicago, Illinois. 4.ONE-SIXTH (1/6)thereof to the FIRST PRESBYTERIAN CHURCH of the City of Monongahelal County of Washington and Commonwealth of Pennsylvania. Page 4 ."",.".~~.~:~; ., 5.ONE-SIXTH (1/6)thereof to continue in trust for the benefit of MR.and MRS.HOWARD D.MILLS,share and share alike or to the survivor of them.The Trustee shall pay the income and so much of the principal as may be necessary to or for their benefit. Upon the death of the survivor,the then remaining trust shall be distributed to BETTY MILLS HAYES or her surviving issue,absolutely and forever. In the event any of the above named persons are not then I, ",t living,their share shall be distributed to the other legatees named under sub-paragraphs I,2,3,4,or 5,in equal shares. II"• ART I C L E-------T H R E E----- The Trustee shall have the following powers: A.To accept in kind from the Executor such investments or property,real or personal,as the Trustee deems advisable. B.To purchase securities or other personal property from the Insured's estate at such prices as the Trustee shall determine. C.To retain any and all securities and other property,real or personal,which at any time may be or become a part of the trust estate as well as any other property to which the same or any part thereof may be converted by reason of reorganization,recapitalization, merger,liquidation,consolidation,exchange or other transaction for such time as the Trustee shall deem advisable. D.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 hereafter defined by law whether by statutory enactment,judicial decision or otherwise. E.To sell,convert,assign,convey,exchange,transfer or otherwise dispose of or grant options with respect to any or all securities or other property,real or personal,at any time con- stituting part of the trust estate at public or private sale for such consideration and upon such terms and conditions as the Trustee shall deem advisable. F.To manage and operate all real estate;to lease all or part of the same for such terms and rentals and Upon such conditions as "the Trustee shall deem advisable notwithstanding the terms of such lease may extend beyond the life of any trust. G.To make distribution of the trust estate to any person en- titled thereto in kind or in cash or partly in cash and partly in kind as the Trustee shall deem advisable. H.To compromise claims. F 0 U R----ART I C L E------- If the Settlor's death and the death of 'the Settlor's Wife, JOSEPHINE D.URBAHNs,occur under such circumstances that an inference or presumption would be required to establish t~at they have died otherwise than Simultaneously,the Settlor directs that he'shall be presumed to have survived his wife,and any presumption of law to the contrary shall not be applicable. I iI~ i":".1.~,~,r.---I ,,. I~ ART I C L E-------F I V E A.During the lifetime of the Settlor,the Trustee shall receive no compensation for its services hereunder.Following the death of the Settlor,the Trustee shall be entitled to deduct as compensation for its services an amount equal to five (5%)per cent of the gross income of the estate when such income is received and,in addition, ;.., •-:l.upon the termination in whole or ~p~paKt of the trus't,·to a'educt'from ":-1 t.~.u,.. .,"...,the principal such sum or sums as may be fair and re'asonable under the '-'-~:J~-:-~.\.,,-:. circumstances. '.,..... ,-;........... B.The Trust has been acc'epted'by'the Trustee in the Common- ..,- wealth of Pennsy~vania and -'all questiori~pertaining to its validity', construction and administration shall be determined in accordance w1th the laws of that Commonwealth. '.::.-IN WITNESS WHEREOF,the Settlor and Trustee have hereunto set (j •,':".1theirhandsandsealsandthecorporate Trustee has caused these presents to be executed by its dUly authorized officer and its corporate seal to be thereunto affixed,as Of,~~e.Ray and year ;above wtitt~n,for 'j:',.:--'-p •• .I:'....,Jthemselvesandtheirheirs,executors,.a:dministrators_"sUccessors and f'".-,')).,'0_· assigns. ,, WITNESS:SETTLOR: ~J·LkLJ..~/Robert D.Urbahns (SEAL) TRUS~: WES'1f;ER.N:PENNSYLVANIA NATIONAL B~(:--~/----. _..~,.(._._._._...~...-I'\---.-;4.._.--1-.=-:'By 1"--.__~----i u------1.... Vice President Page 7 ,.,------~- 'I'E0lI'·.r i L:~..} No.94 of 1970 Copy of.Trust A~ement dated May 15,1963,between ROBERT D.URBAHNS 'YO MAY M111 38 AND WESTERN PENNSYLVANIA rlATIONAL .BANK IT IS HEREBY CERTIFIED THAT THE WI THIN.IS A TRUE AND COR.: RECT COpy·OF THE ORIGINAL TRUST AGREEMENT. WITNESS MY HAND THIS 12th DAY OF MARCH,1970 r~ RUSSE LL.r·:AR!N0 REGIST::R GF WILLS W;.\SHINGTON CO.,PA. ~ n. ". • J' ~" 7 • ".,., .~.-,.~;;;. ,01 •~ " AF,FI0AVXT OF EXECUTOR ") STATE OF PENNSYLVANIA ,WASHINGTONCOUN'1'Y OF:AfIf.€6HEtf'{ S8: Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared Lawrence W.Kaplan,Trust Officer, Western Pennsylvania National Bank,who,being duly Sworn according to law, deposes and says that it is the Executor of the Estate of ROBERT O.URBAHNS, ,deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ROBERT D.URBAHNS,deceased, except real estate outside the Commonwealth of Pennsylvania;that the f1gures 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 it.ems as of the date of the decedent's death,based upon a just appraisement of each item made by.the above named Executor. B al~.~day ~f June,1966. Sworn and subscribedbefore·me this .".K•~~.tilrKfFSl'OKf,AllEGHENY lOUm ,,'"COMMISSION miRES MARCil 1 mo~========~~~~====~~==~====~===-~========~~===========~=====~================ INVENTORY AND M?PR;AISEMENT of the goods and chattels,rights and credits which were ,of ROBERT D..URBAHNS,late of 1121'Try Street', "Monongahela&washington CO\.1nty ~Pennsylvania,taken and made in conforrni,ty ,wtth the above affidavlt ~ $, PERSPNAL~STAtE SCHEDULE 100 E?h::;Ame:('ican .J?etrof.i.naIm:::o.rPQ~ate.d,co~On ,@6 .0625 ,',Dividend thereOn 'to'4/27/65 . .400 shs '~etekInborp~orat;.ed',comrnon@ 24.'.1875 lOOshs~tlantiCRefihiP9 CpmpanYi cpmmoh@'63.125 200 ,shsArco Corporation,coriulIon'@23.0625 ,.Di'vidend thereo.6'to 4/27/65 .':"'#.. . ..",."'5shs B .and M Oil..ana Gas Company,conunon @·10.00 '200 shs Baker Oil Tools.'Incorporate(l,coImnon @ 14.5625, .I.''.'.''_',100 sl\s Continental Can Company,common @54.5625· .500shs Duquesne L:lghtcdtnpariy,'contnlon @ 35.25. 300 shsFieldbrookFoOQS,Incorporated,common @ 1.00 200 she General Tire and;Rubber.·Company,common @ 21.625 80 she Gold£ieldDeep Mines company,'cominon@ 0.015 40 shs Gol¢ifieldDeveloPment'Compan'y,common:@ .025 300shs .Homemakers Savings Corporation @;.00333 .i.'.ISh'Monongahela Country Club @ $100.00 20 units Municipal Inv~stmentTrust'Fund 993.28 l .Dividend thereon paid 5/7/65 . 116 she National Gypsum company,common @ 41.).875 500 shs Pennsylvania Power 'and tight Company,common @ ~8.75 ,300 shs Philadelphia Electric Company,common @38.4375 '100 shs Radio Corporation of America,conutton@ 34.8125 Dividend thereon 'paid.5/7/65 250shs Tex:aco Incorporated,.common @ 77.75 1,008 shs'Tennessee Gas Transmission Co.,common @ 23.875 400 shs 'rhe Oil Shale Corporation,comrnon @ 13.8).25 105 shs Union Nat.ional Ba:nk of Pittsburgh,capit~l (j 43.750 606.25 U)'.OO· 9,67S'.'()O .6;31:2 ~50 i 4,61:2.50· 50.00 . ,",..50 ..00 2,912.50 5 i 45~5'.25 17;625.00 .3.00.00 4,325.00,. 1.20 l.OO \1.00 ,100.00 19,865.60 369.00 ' 4,777.75 19,375.60 11,.531.25 3,4tH ~25 .15.,00 19,437.50 24,066.00 5,525.00 4,593.75 '"1'• I::--..,~-.:....=-.:.~~__---=-~-",-~~:--'..:._"'--_~~_~.. --------.-,--.,. -..~.- ".~ t. l4 .~.. ..~,f...~,~'t <.;:,t;,~':J ~';"'~~:'{~~t" 517vfShs western Penrisylvah~~'~a~~on'al ~~nk'~'capital@ 53.15 100 sha Wood Industries.c6nunon @ 18.50 10shs Woodroc:k all and Gas'Company,common.-'\,.·$4,000 u.So Savings Bonds.Series a .Ac~rued :interest thereon to ..4/21/65 $500 U"S.Treasury Bonds 2.50%due 6/15/69 @ 9'3.9375 Accrued interest thereon to 4/27/65 , $500 U"S .Treasury Bonds 2~50%du~12/l5/12@ 90.59375 Accrueainterest thereon to 4/21/65 $2 e OOdPennsylvania Railroad General Mortgage Bond Series ,E 4025%due 7/1/S4@ 91.50 Accrued interes't t~hereon to 4/27/65 . $400 Consolldated ElectroDynamics Convertible Debehtures 4.50%due 6/1/S4@ 114.'25 Accrued interest thereon to~/27/65 . $5,000 Wash.ington JQint Authority Sewer'Revenue Boru:lS 3.00% due 7/1/93 @ 83.50',','. Accrued interest thereon to 4/21/65 ' $5,000 Authority Borough of Charleroi water Revenue Bond 2.75%due 5/1/14'@93~50', .Accrued interest thereon to 4/27/65 Payment for tender of 100 shares Matin Marietta corporation " @ 22.00·' BabbtttMeyers and'Waddell,balance'in bro~eragea'ccount.Bar"~ce i~w'esternp~nhsylv-ania National Bank,Monongahela - . .Office,checkii1gaccount No .042....379~2l4 . .,'All':American ,Life and Caeiual.ty.ComPany.unearned'premium .."on Policy No"168419·... ... .'.. '.'':~TheMedit~alProtectivf!l'c~pany ,unearned premium on ,:,':'~()llcyNo.254S6d .. .'L~rmertsMutua.1-Ca~ualtYCornpanY,refund of premium oh .',.'policy:NC,o·'Pi2,,",'25l,C~:i:tJ.ficate 10325"", ·Maslsachusetts 'pro~ec:t,lve 'AsSOciatioll,l-e£und'o£p'retrtiuXn·,on, ·.....Policy'No •.669577 '.,.'...,... . ,Smith:and Daugh~rty,'refund of premium ,qn INA Pro;fessional '....'......·lJiab:i.lityP.OllCY~Q .XIC31065 ...•.......'i ' J.:8.,Lippinbdtt;:c'ne~11at1oh of su,bscr1ptiOri -.'.' One 1962 L!ncotn'continental sedC\n ' . .-'One '12 .Ga~9~,Wil)ChesterM6del 21w:tth 2se'ts_barrel$ahd,' '.'.....•...,leatherc~h:rYli1g:case"serial'No.·l'6411:,''.'"...." ,:'One ,20:.Gauge"AiAMa:tador,"an~case$eri,alNo .1,25610 , "One'16'Gauge>Ithicaao'\lblebarreland case Serial No.:21~270 '"One';32'Ca:liberS'&w:4:,.barr,elrevo'lv~r witihholster...!.1.:-','. . ' .'~......~....,.•',"__,'"_',,-. - ".~'_i.,,,'"_'1 I',''.,!'.'.:::.,(.sei:ialNc:>,.;,6:514S·."'...'..'.",;, :ahe .~2calibe~'H'&R 'Spo~tf!unan reV'dlver with holster, ,"Serial'No"'517808'..'.> .one';32C~1'~b~r .S &i"W:'),'·.~~rr~lrev~,tyefSeria;l N9,~'34975 ,~, ,'Acoounts,R~ceJvabl~J,Qt~·.vr~ahnS'nie!ij,c~1~,practice ''1:,One bbokca,se".','.,..".,,',',.;",., 'One lot of£ice furnitu~e One lot Medical Instruments One '.l~t Bookcases ahd;Med1:c~l b,oo~s'" ";¢ne ,'16t M~di9alSuppli:es .'. ·..,."'1' 27,788.75 1,850.00 33.00 4,000.00 40.10 469.69 '.10.82 452.97' 10.82 1,830000 21.4.7 457.00 14.49 4,175.00 48.48 4,675.00 136.36 2,200.00 1,288.43 12,694.62 . '"121.52 15.54 95.67 43.70 '..13 ~97,3~,OO, '.2,900 ..00 ;, '.225 ·0·.··0··.,',- '55.00,,40 ~.oo· ,"\'.'·20~OQ····· ~",'.'" 15';00 . ,...~5.0,0 ,3,3,86,.83,' .'50.00,. 2,384.00 50.00 125.00 175.00 -,'. ,",J I·'i, $237'027.53 ..,. •>~ " ,;', '." \, "','j , ,,. ".I, " r",'."'. .. I,,, --_·;-~It~------_·~--------------'--,. .,', "'; t'"f ." REAL ESTATE.SC'}mDULE REAL ESTATE tIN PENNSYLVANIA: J\LL that certain parc~u of land situate in the Third Ward of .Monongahela CitYi .Wa.shington County,Pennsylvariia,being Lot Number Sixty-six (66)'in th~H6:mepiac~Pianasrecordedin Plan Book VOL 2iPage\19C>,sa:.ld,le>t being described as ,follows: BEGtNNTNG at the Northwest corner of Sampson and Try Street, thence ext.ending Northw,ardly a.long the Westwardly side of said Sampson Street,.rif,ty,(50)feet to Lot Number Sixty'-severi(67) .in said Plan:thence Westwardly along the Southern side of said Lot Number Sixty--:seven (67),One Hundred Thirty-eight and Si.xty-two hundredths (138.62)feet 'to Miles Street:thence Southwardlyalong,the:Sastern side of said Miles Street,Fifty and Forty....four Hundredths (50.44)feet to,Try Street:thence Eastwardly along the Northern s,ide of said Try Street,One Hundred Thirty-thtee~rid'Eig:hty-eight:Eiundredths ,(133.88)feet .'to'the place,of'beginning. ,'.:"...' ,:BEING:the sarne prope~ty conveyed to Robert D.Urbahns by the '!",.,C<;)unty of w~~hingt.on'bY'its Deed dated No"ember 10,1943;'and .1 .i'."".,..,'•,'recorded in the Office ~fthe Recorder of Deeds for Washington ,,''~cmntYt Pennsylvania,~~Deed 'Book Volume 672"page 305. ; ~.-'...'(See:,also Decre~dated Deoember 5 i ,1955,'filed at ,No."397 'Novenib~i: ,T~rin i95$,'ift 'the Coutt of COmI'll6n.Pl~a~'of Wash~ngton County, I:'~riria.'). .$3,000.00 i " ,, ~;.I ,.:",:', ...'. ",,' ",-..'," •I~ "\ ,., •>.!'< '.;','\." i\-'"",~ ,(. """' J;.',N.~n e,,' •;.'j' ,, .}~.,'~ i"',.~.".:', '/".~,',. ",.......11' ", ,. .. .~!,:. ',-/' ". .!.....'>,\ ",'!" ,',·:..1 "',,;-(". ',.j' of,: "'!. ;""".~.:".~'r, ...'" r , .~..:. . ..'. .'_J,': ,....,. :.","1".' j ,,'.;,'" ",-"j '.'..: ,.'," '...:,.' ,"...,'. If>;.' .fI'•• '.. ".... .';i ,'<t. ." ,...,' \, .,'.. ;"" ,; " ,1 . ,. '.•J ,.~::~;" ," :i' ·r••.• ", " ;, !;,.;~-l ," '.'. .'r" ~,'..,,:.;',.", ,l t .,.j.,,, ',:, ;",> ..;. ,,.~-.' .1,,',..."., ""r' f '.....;. ,;~:._t .. .~. ~, ..' ~.t! .. '.';. ~;.' '_tic '; '4") "~,,:,'- ,.:e,'., .~ '';'',~, ~ ~"'. ~~.~_-.I, ,,;. '. ."..r-..,:> '.' '.,'''" .'.'. ..'~.J ...1.., ,..'..\~-.:,~>.,;. t '.~""T'-_.....~~"J;".'~'):B""",~.r ,'",.~.:;(.\~;z~~"':;;;.~"" 1 ..~~~~,,~~::::i:: .''~ -'f,~' r:~ -=-,.- "\ t "I'-,••\;....' ."""t'-"-",,, ~. ., " .,' -~'•. >...~,,;fleo;;..~:..~\_./....~.." "';" ~i··..~~I ..~. ~. 1 -'~"1'"~ '.. ~'.,.t· ,........ '1 .•/ L',;:~.'"\.(~-..~ ,'\ I -j. f-E1.'~,.-}I',/J,",_ .i.•"" ..~. > ,i-r <'-. '. .~.,~ t' \ .. ..>~~ DeceasetI' ..-'-.< .:'~~,..,- ......,It-_'';.,r' Apprai.~eme:ht. ., 0:.....:", UR:8ABNs,-,-.' '1J" ".,~.., Inventory and Fiied".,.. R013ERTD. ,in·,theEstate ,0£ ;'.-~"".. " :"-~ .J ,. ....'>.1·-'.-~.'" .; ;~-.~',.~::;,.. .i lI'''''~;,;,~ ...,"","'''' ":, "\. .' ~" ~-..... ".':a/. _~''';':~~'., '~~ ~.-,:,,! ~.,;,.::.. ...- ~" •~'-; l: .~. .. 'r~..".... - '''''.' ..,.,I~,'.. '1~ '.~" .... -;"-0--; " 'JI-...•4""'~~I~' r ":~.' ,;.-,,' ~" <"""f' ...,!".:....-:._~",..''j;..,J-;,,,- -';'.~ .,,--' -,-~ '~-., ..f-'-' --;",'.~ ..:-:3-.;>"" ." ~~ •..~~'""l- '\...-lj ~: :."':~. .~~:~~.,.~~..'. :/::....~".. :'.': '<.;. ~~< .-;'. .~;,~ ,''';" ~.. .j;>t .~ -t' .";·'r·T...._•. .,~ ',0.•• .,j-" ::-".- ..,' ..:..... !.~ -"'-;c,....'•.~r ~. 2~8~a-444 oJo.seph Hoffmann,,&squire 242 West Main.,~~reet .. Mon'onga;hela,,Pe~a.r~S063 .~ ! '.I~ I ~~ /j ,...No ~.?of 19 ??.. 1.... I I . I··\0 '1, ESTATE OF '" ROBERT D.URBAHNS First and Final Account of r ~ ~ ~I """'-!'. ,l~I , Dr? Piled ,- " "" sa. r/f"/'?j""f'{'!tlpt !lIeu;.:~,rtf(!n Icoal 110t!ce to all r;1Jr~f.ms 'j ;;):(f ;_'t:~lf',~/i',..!/'f~aco~"')-',fnt In the mr!:iner piS- as evidenced by pro':Jfa fJ(tSf"l4 •.,' Sf.fi'·;....?It S',!~.jb!--.;t:'l i":.;\)j"J..:~::.1rl, tAcr!"iile"(0 itO.b,3 -10-b ~ "-':-I'l;i!~38 rny iJt,!i:d and ()j;i;,iG/ceal tliiJ (/(!~ /)f~....·.....·....f197Q. ~~-1lf"t3ifJt,«,·nl Willa ·1/JG.JS;U~~!f)tf)nccuntt./; ., ,.,..- .,.......--r c::> <..., c.n For Sale by P.O.NalYCo.,Law Blank Publishers 426 Fourth ~venue.Plttsbursh,Pa.W.?'f.lJ>O This account was transmitted and presented to the Orphans'Court and confirmed nisi at Balance Due $g.,,~,~r.•••_........."'~;';;;;;;;;;;;';;;;rr'mp;:('7r'rr"'" '":rl-;::,No;""::;,;i!:19 .;>,.".::0 (/)G":>C C-.-==-en ::;::,r~.;- on..··....·······..··..2::..·~~..·~·:;··..·......··:;;~....·..;:;;·..·....::.iF:~-1 !:.::!r .,"'-)1 1 :3." ,--'r-0")"~::::;e :o. r-"TJ?:ClllAof Orphans'Cou,'.....J _~-;,;..._a !:-,"-'-.t..;;:::..~ Pee $';O'..r.::;~. ,J;.>o V">'-" Joseph L.Hoffman~,Esquire Main street Monongahela,Pennsylvania Isola :3 WESTERN PENNSYLVANIA ,~ATIQ~1-\L",;SAN~..4.__. ~'1l 1Uth,o 'UIWII'IWUOU'"Pt"p.IIt1l1tea to cite 001i" (•Fo,ooni'-'Y/flt/nfJ, ,~ '~ ", '-- .." ·t I ...t. -,' ~. ,...... IN THE COURT OF COMMON PLEAS,WASHINGTON GODNTY,PE~rrJSYLVANIA ORPHANS'COURT DIVISION ~O.17 OF 1967),', FIRST AND FINAL ACCOUN'r OF WESTERN PENNSYLVN'!.IA-,NATIONAL BANK, ,•I",,;I.\'"'f,• TRUSTEE UNDER DEED OF TRUST WITH ROBERT D.URBAHNS, DATED MAY 15,1963 TRUST TERMINATION DUE TO DEATH OF LIFE TENANT, JOSEPHINE URBAHNS,(WIFE) ACCOUNT STATED FOR THE PERIOD JUNE 17,1965 THRU DECEMBER 31,1969 #3 3989-1 S U M M A,R Y SCHEDULE A PRINCIPAL-PERSONALTY Receipts Pages 1-5 $206,923.73 Amount transferred from Income-Personalty 7,666.66 Amount transferred from principal-Realty 3,293.75 $217,884 14 Disbursements Pages 5-7 37,384 43 Balance $180,499.71 SCHEDULE B INCOME-PERSONALTY Receipts Pages 7-9 .h 31,697 1 811 1DisbursementsPage1024,031.15 1 31,697181 Amount transferred to principal-Personalty 7,666.66 Balance -0- SCHEDULE C PRINCIPAL-REALTY Receipts Page 11 3,605 50 Disbursements Page 11 311.75 Amount transferred to Principal-personalty 3,293.75 3,605 50 Balance -0- Net Balance $180,499 71 1==========-- . I I I I, ".....--....7:·..\ [state of Robert D.Urbahns T I I I Cash The Balance consists of the following: I I $2,838.34 1 1 i I Investments:I ' $4,000 U.S.Savings Bonds,Series "H"$4,000.00 1 I I 2,000 U.S.of A.Treasury Bills due 1/15/70 1,973.20~I 28,000 U.S.of A.Treasury Bills due 11/30/7(25,985.59 I 'I 798 shs.Ametek,Inc.9,650.82 I 198 shs.Atlantic Richfield 6,249j38! I ,5 shs.B.and M.Oil &Gas Company 50 00 I '; ,150 shs.Continental Can Company 5,456 125 1 II il 498 shs.Duquesne Light Company 17,554 J 50:" I;300 shs.Fieldbrook Foods 300 001 !,'I'40 shs.Goldfield Development Company 40 001 I 80 shs.Goldfield Deep Mines Company 80 001'!II :11 300 shs.Homemakers Savings Corporation I 300 OOi !I :1 18 shs.Municipal Investment Fund I i IiiII11,047 ,60/I II ~;::~::~~~i~~:ie G~;:~:r~~~;~ny ::~~~j~~i i II I 498 shs.Pennsylvania Power &Light Company 119 1 ,'52397l.tI255°II,I",iii Ii 300 shs.Philadelphia Electric I'1008 shs.Tenneco I 24,066'001I498shs.Texaco,Inc.I 19,359 75 .I :, Ii 102 shs.Union National Bank of pittsburgh 11!----=4~,_=4:.:6:.:2=-+!:.:5:...:0::.++I'I:-.:l=-7..:..-=.1.!...,:::..6=.1=.1-j-l;-=3_7:....!1 'I I II II I 174,449 j'71 Ii Advance Distribution (See Exhibit No.1,,II page 12)I 6'050 F: I i $180,49917l!1 ========== II'III II Ii II II I !::state of Robert D.Urbahns I iI II ! I !, I ;j II I 10 ,054 .1 06 ! I I i Ii11 I [I i II il Ii I JI ilItil II II IiII p 2,441~50' 2,900 O~ 100 00 4,000 oq, 2,963 r 25il 1,975 r 391 4,675 r odl 4,1751.oj' 10,000JOO! 42 501 11 561 $ Ii I I 1,830 .0 228 1 .5 9,675.0 6,312 .5 50 .0 5,456 .2 17,625.00 300.00 40.00 80.00 300.00 $65,127.30 $10,054.06 RECEIPTS Western pennsylvania National Bank,ExecutOll1 of the Estate of Robert D.Urbahns, deceased account No.1-3988-3 Distribution per Decree No.17 of 1967 • dated August 1,1967 Household goods 1962 Lincoln Continental Sedan I 1 she Monongahela Country Club stock I $4,000 U.S.Savings Bonds,Series "H" $3,000 u.S.of A.Treasury Bills due 5/2/68 il $2,000 U.S.of A.Treasury Bllls due 5/23/68 1 1 $5,000 Authority Borough of Charleroi Water Revenue Bond 2.75%due 5/1/74 @93.50 $5,000 washington Joint Authority Sewer Revenue Bonds 3%due 7/1/93 @83.50 $2,000 Pennsylvania Railroad General Mortgage Bond,Series "E"4.25%due 7/1/84 @91.50 $200 Consolidated Electrodynamics conv. debs.4.50%due 6/1/84 @114.25 400 shs.Ametek,Inc.common @24.1875 100 shs.Atlantic Richfield Refining Co., common @63.125 5shs.B.and M.Oil &Gas Company,common @10.00 150 shs.Continental Can Company,common @36.375 500 shs.Duquesne Light Company,common @35.25 300 shs.Fieldbrook Foods,Inc.,common @1.00 40 shs.Goldfield Development Co.,common_ 80 shs.Goldfield Deep Mines Co.,common 300 shs.Homemakers savings Corp. SCHEDULE A PRINCIPAL-PERSONALTY Amount forward The Equitable Life Assurance Society of the II United States -proceeds of policy No.7831647 ~ Dividend Interest allowed Western pennsylvania National Bank,Trustee under Deed of Trust with Robert D. Urbahns dated May 15,1963 II'III III,'I rII I i 1965 June 17 -1- ·1 ,. [state of Robert D.Urbahns -2- Amount forward June 11 I 118 shs.National Gypsum Company,received as 2 for 1 stock split Aug.26 250 shs.Texaco,Inc.received as 2 for 1 stock split . I 10,054.06 I .1 II II, II:, IIII I III I il 19,375.00 11,531.25 24,066,00i 19,437J50' 4.S93j7sl 27,7881'751 33 001 13 015~40 $65,127.30/$ I I 4,777.175 / 5,525.100 i I ,II I ii 998 t 29:1 196 ,268 J 99 II I II 206.323]osl! I I iII"J; I I :i II I I II II I L 53. 1 24 11 I II IiIII I 100.00':153 ~241j I Ii ,Ii., ,, 4,996.32 i I I' -0-1 d4,996.:32 I'II I !:!I i I' I ' I II,I I I III-0-I -0- -0- -0- $206,476.29 I Assets Purchased Stock Splits Add To Principal Philadelphia Electric CompRny Proceeds sale of 300 rights Correction of 100 Consolidated Electric debs.called 6/1/67 at par deposited to income in error in estate account 414 units Western Pennsylvania National Bank,Common Trust .Fund IIA"@12.0684 Cash disbursed to purchase the above assets 400 shs.Ametek,Inc.received as 2 for 1 stock split Amount forward II 118 shs.National Gypsum Co.,commonI@40.489406 I 400 shs.The Oil Shale Corp.,common @13.8l25 I 500 shs.pennsylvania Power and Light Co., common @38.75 I 300 shs.Philadelphia Electric Co.,common @38.4375 I,1008 shs.Tenessee Gas Transmission Co.,II common @23.875'il 250 shs.Texaco,Inc.,common @77.75 J !i 105 shs.Union National Bank of Pittsburgh, !,I capital@26.092723 1065 shs.Western Pennsylvania National Ban ,~capital @26.092723 ~II :,.10 shs.Woodrock Oil &Gas Co.,common @3.3 IiII ~~s~nits Municipal Investment Trust Fund I.ii r III,I II'I 'I II'III II I,I II I I 1969 Nov.18 Dec.17 1969 May 6 1967 Dec.5 II ... , -<~:-"" [state of Robert D.Urbahns Amount.forward I I ! ,II I 1!! i I i·~,-...- i -0-1 I I -0-1 -0- iI-0-1 ! I -0-1 -0-1 I -0- 1 i -0- ,$206.4~ .1 I I II 1! II -0-i Ii I I iI :1 II II II !; ijII II II II II Ii il !; 2,916.7f:. 2,916.7f:. 2,988 2,988 iI9,881,701 9,8811701 9,751 9,751 9,762 40 9,762 40 I ! I I I I9,840.175 1 I9,840.75, 1,975.30 1,975.30 -0- 2,963.25 1 2,963.1 25 $ I I 9,809t301 1~----:9::..J,~8:...:::0;...:::9-+-=-3.:::+01 i !I $3,000.U.S.of A.Treasury Bills due 5/2/68 cost @987.75 Redemption 5/2/68 $3,000 U.S.of A.Treasury Bills due 5/23/68 cost @97.226 Redemption 12/12/67 $5,000 U.S.of A.Treasury Bills due 4/25/68 cost @97.409 Redemption 4/25/68 $3,000 U.S.of A.Treasury Bills due 11/24/67 cost @99.5965 Redemption 11/24/67 $10,000 U.S.of A.Treasury Bills due 10/26/67 cost @98.093 Redemption 10/6/67 and 10/28/67 $10,000 U.S.of A.Treasury Bills due 4/27/67 cost @98.817 Redemption 4/27/67 $10,000 U.S.of A.Treasury Bills due 1/26/67 cost @97.513 Redemption 1/26/67 $10,000 U.S.of A.Treasury Bills due 7/28/66 cost @97.624 Redemption 7/28/66 $10,000 U.S.of A.Treasury Bills due 1/27/66 cost @98.4075 Redemption 1/27/66 $2,000 U.S.of A.Treasury Bills due 5/23/68 cost @987.65 I Redemption 5/23/68 I I Schedule of Temporary Investments ,I I I il Iii ii"II~I :i :1 II II '/IIi r IIIIIIII'I 'I II'Ii I I!'I II IIII I I are 20 1y 28 66. n.27 ';)v.27 ~t.27 ~68 tar.20 ~t.23 367 :me 26 965 pt.2 pro 15 $2,000 U.S.of A.Treasury Bills due 6/13/68 cost @990.885 Redemption 6/13/68 1,981.77 1,981.77 -0- Amount forward $206,476.29 -3- [state of Robert D.Urbahns ' Amount forward -4- $28,000 U.S.of A.Treasury Bills due 11/30/70 cost @92.805 Unredeemed $2,000 U.S.of A.Treasury Bills due 10/30/69 cost @98.432 Redemption 10/30/69 $28,000 U.S.of A.Treasury Bills due 12/26/69 cost @96.51 Redemption 12/26/69 $2,000 U.S.of A.Treasury Bills due 8/7/69 cost @99.8116 Redemption 8/7/69 $31,000 U.S.of A.Treasury Bills due 6/26/69 cost @96.885 Redemption 6/17/69 and 6/26/69 $2,000 U.S.of A.Treasury Bills due 1/15/70 cost @98.66025 Unredeemed I/!$2,000 U.S.of A.Treasury Bl11s due 6/12/69 cost @97.014 '/I Redemption 6/12/69 Ii"I' 1969 I;IIJune17IIj! July 3 Aug.8 Dec.29 II iI ,I IiIIII I Nov.11 I Dec.30 Dec.12 -~Amount forward $206,476.29 I 1968 .1 Apr.26 ,$5,000 U.S.of A.Treasury Bills due IIIII10/24/68 cost @97.124 $4,856 '1 20 i ,I I I Redemption 8/26/68 4,856.201 -O-J !I IMay2 [ $3,000 U.S.of A.Treasury Bills due 2.914J 89 1 I 10/31/68 cost @97.163 I 'I Redemption 8/26/68 .2,914 89 -O-Il 'IMay23j$2,000 U.S.of A.Treasury Bills due I I./:1 11/21/68 cost @96.969 1,939 381 IIIilRedemption8/26/68 1,939J38:-0-I;Ij! June 14 II $2,000 U.S.of A.Treasury Bills due I III12/12/68 cost @97.073 1,941 46 1 I I I;,Redemption 12/12/68 I I 1,941 46,-0-I'I il :, I'.I I 1,940[28'II1,940 r28 -O- il I 351 I!I I30,034 1; I 35! :i 30,034 -o-IlII I II 1,980 .1~1 I Ii-0-11,9801.141 I: I I ;I i 11IIiI'27,022.8C ., -0-1 I27,022 .8C III I I II 1,968 1 ·6L I' [II 1,968.6L -0-::1 I I [iI 1,973./20 I I I'II1,973.20 -0- 25,985.59 25,985.59 -0- $206,476.29 I t Lstate of Robert D.Urbahns r~ I, ",I j :1;1 jl I:IIIi1;I',I I-0-1 I I $206,476.9 I t 26Sto!1 265 j 80!1 -0-1 J ,I 476 OOil 476 0011 I 5,283.18 41 I $II '4,996.32 1 287.52 i 89 11 42.I 24.18 1 18.,71 !IIi 49.,57 I il!, 40 .!48,9.109 I I I I I 195.24 I I•II 63.12 132 .:12 ~: I I ;/,I 206,923 .17311 1 I I III/, I':! Amount forward Gain on Sale of Assets Proceeds,sale 414 units Western Pennsylvani National Bank,Common Trust Fund IIA II Investment value 12/5/67 Proceeds,sale 2 shs.Ametek,Inc. Investment value Proceeds,sale 2 shs.Atlantic Richfield, Inc. Investment value Conversion of Assets without Gain or Loss Proceeds,sale 2 shs.National Gypsum Co. Investment value proceeds,liquidation 20 units Municipal Investment Trust Fund Investment value Proceeds,liquidation 20 units Municipal Investment Trust Fund Investment value l I 1968 ,I Nov.8 I 1969 I Nov.18 II Ii I Nov.18 IIII /; Nov.19 II !I :! :1I, II II 'II, 1968 Ii"Apr.23 I' I 1969 rII Nov.6 IIjl 1968 Aug.16 i Sept.17 II'Ii Amount transferred from Income-Personalty I Amount transferred from principal-Realty II Ii II DISBURSEMENTS 1I Administrative Expenses Internal Revenue Service -Federal Estate tax distribution for support and medical expenses deficiency per Internal Revenue Service audit Register of Wills,Washington County Payment of Inheritance tax at 2%on $10,000 -Invasion of corpus $ j Ii $217,884 14'; I i=========r===rt= ,:ir I, IiIII 2,212.82 200.00 Amount forward $2,412.82 -5- , --'~~~"~. [Slale of Robert D.Urbahns Loss on Sale of Assets Amount forward 27 46 T II I I ! I ! ! , I 17 ,024 .!23 !, i il I II II 1 ,163 .,75 Ii 'I I Ii 13 j00 II ,II ,!i IiI; 696'50 5.25 45.5J 70.5C 50.0t: 77.5C I, 20 001/ 33 001 , 250.00 Ii 3,978l50 4,675 od 2,508 5C 4,175 od 2,4l2.S2 26,625~001 27,788 75 14.00 13.100: I 3,057.481 I10,292.50 i $ I I $ proceeds,sale 2 shs.pennsylvania Power &Light Co. Investment value proceeds,sale 2 shs.Duquesne Light Co. Investment value Proceeds,sale $5,000 Washington Joint Authority Sewer Revenue Bonds due 7/1/93 3% Investment value Proceeds,sale $5,000 Authority Borough of Charleroi Water Revenue Bond due 5/1/74 2.75% Investment value John Ploeger,Esquire Cost of special tax services Goldfield Deep Mines Co.of Nevada Cost of issuance of new certificates Morgan Guaranty Trust Co.of New York Certificate fee Register of Wills -Three short certificates Joseph HoffmanQ}Esquire Professional services rendered Western pennsylvania National Bank Trustee's compensation proceeds,sale 1065 shs.Western Pennsyl- vania National Bank Investment value Proceeds,sale 10 shs.Woodrock Oil &Gas I; 11 Company ~Investment value 'I II'IiI II " II IIII i I I I I Register of Wills -Washington CountyIInheritancetaxdueondistribution fromItheestateofMaryLouiseUrbahns,dec'd II il IIIiI; " II~I !j 'II, IIIi r II 1969 Nov.14 Aug.21 Nov.18 Nov.'18 Nov.18 Nov.18 Aug.4 1968 Dec.13 Oct.27 Dec.31 Dec.31 1969 Feb.10 1968 Nov.25 " Nov.18 Proceeds,sale 2 shs.Texaao,Inc. Investment value ' 58.50 177.75 19.25 Nov.18 ,I Proceeds,sale 3 shs.Union National Bank of Pittsburgh Investment value 126.00 131.25 5.21:: Amount forward $20,640.86 -6- ---------------------------------------------------------- [state of Robert D.Urbahns Amount forward Gene DeLattre improvements to residence 1121 Try st. One (1)1962 Lincoln Continental Sedan J' One (1)lot Household goods One (1)share Monongahela Country Club stoc. , I j :II28.:50 I '$20,640.~ I i I720J~3 I I I I 266.,90 II I i " 46./74 Ii I I !, 200 00 228 50 I 1,109.,'57 1,830.00 5,000.OC 4,000.OC 2,500.0C 1,144.9 1,754.9 $14,399.92 $14,399.92 239 5011 Ii2,900~0011 II 2,441 r 150II I II 100 00 1 1 ,''IiI: 10,000 OCI;15,681100 Ii !I '=:=:~~:~~!~:!I IIiII II'i Ii IIII $ $ Railroad 7/1/84 RECEIPTS SCHEDULE B INCOME-PERSONALTY Western Pennsylvania National Bank, Executor of the estate of Robert D. Urbahns,deceased No.1-3988-3 8/10/66 6/19/67 9/29/67 10/6/67 3/12/68 Amount forward Cash Principal Distribution to Mrs.Josephine Urbahns proceeds,sale 2 shs.Municipal Investment Trust Fund Investment value Proceeds,sale 200 Consolidated Electro- dynamic conv.due 6/1/84 Investment value Proceeds,sale 4 shs.Oil Shale Corp. Investment value II Proceeds,sale $2,000 Pennsylvania II General Mortgage Series liE II due I 4.25% .Investment value I il IIiII; Ii II:j:, :1 II I! IIII"I' I IIIiII II II 'I I II 'I Ii II I' j f .I I Dec.20 Dec.26 Dec.26 1968 Aug.16 Dec.31 1966 Dec.13 1969 Dec.26 -7- [state of Robert D.Urbahns .Amount forward Interest -Corporate Bonds 200 Consolidated Electrodynamic conv.debs.I due 6/1/84 4.50%paid 6/3/63 -12/31/69 II 2,000 pennsylvania Railroad General Mort- gage Series liE"due 7/1/84 4.25% paid 7/1/68 -12/26/69 '$14,399.92 11 ,i II I j I II,ii " I II 'I :II I :1 I II I II I IiI;: 3 i 452('36Ii ,I I I! ,Ii I I I 'i562~771 I IiIII "I I' I I'I ,i 1861.84'1 281.6E 168.1 159.25 237.60 248j70 118.30/ 77 67 95j351103 8 35 129J55! 36 751 24 701 18 651 29 63[ 98,13/ 52102!15854i 59 r72 1187~80 1872 f 29198~1 31 39 977 r20 $ Interest -Municipal Bonds $5,000 Authority Borough of Charleroi Water Bond due 5/1/74 2.75%paid 5/1/68 -11/i8/69 $5,000 Washington Joint Authority Sewer Revenue due 7/1/93 3%paid 7/1/68 - 11/18/69 ~I Interest -Government Bonds I United states of America Treasury Bills 1 I $10,000 due 1/27/66 paid 1/27/66 10,000 due 7/28/66 paid 7/28/66 I 10,000 due 1/26/67 paid 1/26/67 10,000 due 4/27/67 paid 4/27/67 'I 5,000 due 10/26/67 paid 10/6/67 5,000 due 10/26/67 paid 10/26/67 II 3,000 due 11/24/67 paid 11/24/67 ,3,000 due 5/23/68 paid 12/12/67 ii 5,000 due 4/25/68 paid 4/25/68 Ii 3,000 due 5/2/68 paid 5/2/68~2,000 due 5/23/68 paid 5/23/68 II 2,000 due 6/13/68 paid 6/13/68 :1 2,000 due 11/21/68 paid 8/26/68 i!5,000 due 10/24/68 paid 8/26/68 II " I ~:~~~~::~~~~~~~~~:~~~~~~~~~8 2,000 due 6/12/69 paid 6/12/69 Ii 3,000 due 6/26/69 paid 6/17/69 r 28,000 due 6/26/69 paid 6/26/69 I 2,000 due 8/7/69 paid 8/7/69 ,2,000 due 10/30/69 paid 10/30/69 !i 28,000 due 12/26/69 paid 12/26/69 II'I 'I II'IiI ,I Ii II I' i I Dividends -Common stocks Ametek,Inc. 400 shs.paid 4/23/68 -4/2/69 $ 800 shs.paid 6/30/69 -10/13/69 798 shs.paid 12/22/69 Atlantic Richfield,Inc. 200 shs.paid 4/23/68 -12/17/69 B.&M.Oil &Gas Co. 5 shs.paid 5/13/68 600.00 240.00 199.50 1,039.50 715.00 15.00 Amount forward -8- $1,769.50 $ " ,,\~-,', [slale of Robert D.Urbahns I ;, Ii 'IIiilijIIII II Ii Ii IiI: 18,601.89 I II II, I !I 1/ I IIII I II 11,976r·Ol~ ','II'I 214 i 131 1 -0- 334 3: -0- -0- I -0- I 637.50 639 OC 1,769.50 $ 1,245.00 467 20 i I418j90!1 -0-,I 1,380j OO! 984 001 12,59015611 1,500l001 !, $ 278.25 56.10 1 I li----1...;;0-f--"-0-ttC I I 295.00 I 123.90 $ Amount forward Western Pennsylvania National Bank,Common Trust Fund itA"Distributions 414 units paid 3/1/68 -11/1/68 I I Continental Can Company I 150 shs.paid 9/16/68 -12/22/69 'II Duquesne Light Company 500 shs.paid 7/1/68 -10/2/69 II Fieldbrook Foods 300 shs. 'I Goldfield Development Company 40 shs.I I Goldfield Deep Mines Company 80 shs.'i!Homemakers Savings Corp. i;300 shs. !,:I!Municipal Investment Fund 20 shs.paid 4/21/69 -4/23/68 :/National Gypsum Co. ~118 shs.paid 4/23/68 -4/8/69 'I~~~~:~:ieP~~=p~/15/69 -10/6/69 II 400 shs. Ii Pennsylvania Power &Light Company r 500 shs.paid 4/23/68 -10/2/69 I I Philadelphia Electric Company , I 300 shs.paid 4/23/68 _12/30/69 I' I'Tenneco I!1008 shs.paid 4/23/68 -12/26/69 I 'II Texaco,Inc. 250 shs.paid 4/23/68 -10/3/69 $1,300.00 ,500 shs.paid 12/22/69 200.00 I II Union National Bank of pittsburgh I I 105 shs.paid 4/11/68 -10/1/69 $ I 103 shs.paid 12/31/69 II Western Pennsylvania National Bank , I',i 1065 shs.paid 4/18/68 -10/21/68 Woodrock Oil &Gas Company II 10 shs.paid 2/3/69II, I I Interest -Other Municipal Investment Fund paid 10/21/68 -12/26/69 Field and Clarke,Inc. Refund on public liability insurance paid 10/29/68 897.78 8.0C $31,697.8] =========1=== -9- [state of Robert D.urbahns 3,085.91 24,031.15 ,~i 217.71 404.09 1,841.U I 1i •50 1 74.50 253.32 203.1 166.5C I3,769~68, I 100 001 I86489'$ !, I 8, 800iQ 2,500 O~I 1,500 oq, 1,728 [0912938~ 1,313,81J1 trees I $1,005.08 1 836.10 Davy Tree Expert Company pruning,spraying and fertilizing Gene DeLattre -Furnace repairs Joseph's Nursery -Landscaping 8/10/66 8/15/67 Distribution Josephine Urbahns -Remittances 22 @$400.00 8/16/66 -9/13/68 9/29/67 3/19/68 5/13/68 6/17/68 7/8/68 Care and Maintenance -1121 Try Street and Lot No.66 Taxes Treasurer of the city of Monongahela Taxes for the years 1967 and 1968 Treasurer of the city of Monongahela School district taxes for the year 1967 Treasurer of Washington County Real estate taxes for the years 1966 and 1967 DISBURSEMENTS Administrative Expenses Commonwealth of pennsylvania -Fee for,filin~ and search on Philbrook Foods $ Internal Revenue Service Fiscal year 1968-69 Fiduciary Income Tax Register of Wills -,Washington County Agent,for the Commonwealth of pennsyl- vania -Inheritance tax on remainder I interest of Trust Tax Balance $3,624.72 I Interest 144.96 Correction of $100 Consolidated Electric debs called 6/1/67 at par deposited in income of Estate in error Western Pennsylvania National Bank Income Compensation l 1969 I ,IMay21 '\ July 15 IAug.27 'Ii,II ii Dec.17 i; Ii \1 :i'I I'I, 'II, ilIIi"r I,IiIiII'III I II-.....'i 1966 I;Apr.27 II July 26 Ii II I', I Amount transferred to Principal - Personalty for distribution 7,666.66 $31,697.81 ===========: -10- • ~S181e or Robert D.Urbahns Western Pennsylvania National Bank,Executor, of the estate of Robert D.Urbahns,Dec'd Lot No.66 in the Home Place Plan as I recorded in Plan Book Volume 2,page 190 in the Office of the Recorder in I Washington County,pennsylvania Western Pennsylvania National Bank 6%service fee on real estate sale proceeds,sale Lot No.66,Washington Monongahela,pennsylvania to Mrs. Josephine Urbahns Add:Closing costs paid by Josephine I IIil I II 3lL 75 'I i' I IIII 3,293.7511 II I I 98.7~ 213.0(:$ 35.50 35.50 $ 20.00 I 7.75 I I :1 I I II I I ,III:; I $ 3 ,000 .i 00 Ii ' I IICounty,~II .I 3 , 550 i 001 ;, urbahn $55 ~50:IIf----3-,-6..:..05~i-=!,5-'-0il 'II 3.000rDOli 605150 il $ RECEIPTS SCHEDULE C PRINCIPAL-REALTY DI:SBURSEMENTS Amount transferred to principal - personalty for distribution Cost of: preparation of Deed Recording of Deed Reimbursement for payment of Local stamps State stamps Gain on Sale of Asset Decree value l II I I il ./ I IIIij! 1968 II Aug.28 ~I :1 " :1 'II, IIIIi" I' I, I' i'II1968" IAug.28 II 'I I ,I Oct.7 Ii II I' I I I $3,605.50 =========1=== -11- II I Ii I 'III II 'Iii I' II I I II I 3,000.001 ! 2,000 00, III i I I,I1,050 00 3,050.J001 i !II:F:=:~~:~f~~II II II I ;1 iiit/I II II Ii Ii IiII 900.00 50.00 50.00 50.00 I I $ .4-~r ~- ns . I Hayes -Cash H.B.Mills principal-personalty: Income-Personalty: Mrs.Kenneth Hayes~-Cash Mrs.Kenneth Mr.and Mrs. ,Cash Cash Cash Cash [state or Robert D.Urbah EXHIBIT NO.1 II payments on Account of Distributive Shares II IIII II II Ii ,II 1969 May 28 1969 July 9 Aug.4 Oct.23 Nov.20 Dec.26 -12- I,·..., [state of Robert D.Urbahns SS WESTERN TRUSTEE Darryl Myers,Trust Officer,Western Sworn and subscribed before me this COMMONWEALTH OF PENNSYLVANIA being duly sworn according to law deposes as he verily believes. 1970. I nSYlvaniJ N tional says th~t 'he disbursements shown in the account have been made to he parties , I entitled thereto and that the account as st~ed is ,!III NA IONAL BANK I !i 'II !I :'IBy----#--F---~ft--,....---_+_-II Darryl I !q 'III~~~~:x.-Ir II I II!,By--=----+~~~IJ~~y--:1 II I Notary !~f;'I:I~h1ic j i:"'T IMARYCOLAIZZI:·~OTA YPUBLIC,' PITTSBURGH,ALUEGHE 'y:i:OUNTV' -1V COMMISSION ExpIRES PRIL 9 1973 REQUEST FOR DISTRIBUTION ember.pennsYlvania,ssoc tionofNotaries . Accountant requests that distribution je determille ,by the I: Court in accordance with the Petition for D'"stributiol 1 be offe~ed~li in evidence at the audit of this account.I I II COUNTY OF ALLEGHENY I I I 'II ./ ilIi II 'I;/:, I'II II Ii r I, I' II 'I II II ,I Ii II i fficer IONAL B K Darryl WESTERN TRUSTEE By-----fT---,J..::....--+1f--fT-----l.--.1! --I • t" <-- \ ." o ------------- Jk;1i~t7 /?J7c IN THE COURT O~COMMON PLEAS OF WASHINGTON COUNTY,PENN- SYLVANIA,ORPEANS'COURT DIVISION,NO.17 OF 1967 ESTATE OF ROBERT D.URBAHNS, Deceased ELECTION TO TAKE IN KIND JOSEPH L.HoFFMANN ATTORNEY AT LA-w 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 'Vd "00 HO_!:::~IHS'1J~\ S11 UA .1 0 :'~!Sl.'EHI or,:i'J'~.:",-~.~:.:S fl tI Ht II !l I)I Av~J 0L ':.-"'"....._...r j 1 •\.-:,.,.....J _~;\;'"'". , •> "... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTA'rE OF ROBERT D.URBAHNS, Deceased NO.17 OF 1967,A. A. ELECTION TO TAKE IN KIND The Monongahela Memorial Hospital Association,one of the distributees in the above estate,does hereby elect to take ~n kind and on account of its distributive share the pro rata share o~the following listed stocks,viz: Ametek,Inc.National Gypsum Co. Atlantic Richfield Oil Shale Corp. Continental Can Pennsylvania Power and Light Duquesne Light Philadelphia Electric Co. Fieldbrook Foods Tenneco Goldfield Deep Mines Texaco,Inc. Municipal Investment Fund Union National Bank of Pittsburgh And does respectfully request that the Court make such WLTNESS its corporate seal this allocation in the distribution of said estate. t£(i~ February,A.D~1970, day of Attest:. £~~.....~ecretary .~ MONONGAHELA MEMORIAL HOSPITAL ASSOCIATLON A~014~··.President \\\ ~?//7'H /f'7CJ IN THE COURT~OF COMMON ?L~AS Of WJ\SItr:NGTON COUNT¥:f.PENN-,. SYLVAN~A~ORPHANS'COURT r.IDIVrSrONrNO.17 OF 1967 I l,j •1- .-~~'..I J'.~.,.J t '"0 f1AY f1j i II 38 .'" 'I-4, ~ \. ESTATE OF ROBERT D.URBABNS, Deceased ELECTION TO TAKE IN KIND JOSEPH L.HoFFMANN ATTORNEY AT LA"W" 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 R:.iSSE:'',hi~I~W hE'(J IS 'r fl.{\.:\</1 LLr.:\..,.,.,1_1 •.,11 I ...I v lAS.H II,!,;TM;(;0..PA. -----------,-,. ·.~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS~COURT DIVISION ESTA,TE OF ROBERT D.URBAHNS, Deceased NO.17 OF 1967,A. A. ELECTION TO TAKE IN KIND We,the undersigned,being the beneficiaries of that cert~in Tr~st,created under the Last Will and Testament and Tr~st Agreement of Robert D.Urbahns,deceased,do hereby acquiesce in the Election of the Western Pennsylvania National B~nk,Trustee for Mr.and Mrs.Howard D.Mills,to accept certa;i:n stocks in kind and on account of the distributive share of saiq ~r~st Estate. WI~NESS o~r hands and seals this __-.:...'1=_'__day of Fe.bruary"A.D.1970.~/..fJ~/'.(SEAL)'~D.Mills .."174.-t.·/~t./MJ j/~4(SEAL) Mrs.Howard D.Mills 19OtM't-PltBUC,stArr UF FtOIliDA AT LABGf IllY COMMISSION EXPIRES FEB L/·1972"ONO~O THROUGH Ffi.~D,W,,DI~;T~L'HOR&T I'. r '. ..- ~~~~/1'7~ LN ~R~COU~T O~COMMON ~LEAS O~WASRlNGTON CQUNT¥(~ENN SYLVANl~(O~~HANst COU~T DIVrSlON,NO.17 OF 1967 EST~TE OF ~OBERT D.U~BAHNS( Deceased ELECTrON TO TAKE IN KIND "Vd "00 N01.~J t~,HSV/.\ S111l,\.:it)iJ?~SI~3iJ oHl'I ..;!i;J~'sntJ ""! I ~ ., JOSEPH L.HoFFMANN ATTORNEY AT LA>V 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 8t II tl V t r '_'J -r rW~l OLl ,...i._J ,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVIS'ION ESTATE OF NO.17 of 1967,A.A. ROBERT P.URBAHNS, Deceased ELECTION TO TAKE IN KIND I,Betty Mills Hayes,being one of the distributees in the above estate,do hereby elect to take in kind and on account of my distributive share the pro rata share of the foLLow~ng l~sted stocks,viz: Affietek,Inc.National Gypsum Co. Atlantic Richfield Oil Shale Corp. Continental Can Pennsylvania Power and Light Duquesne Light Philadelphia Electric Co. Fieldbrook Foods Tenneco Goldfield Deep M~nes Texaco,Inc. Municipal Investment Fund Union National Bank of Pittsburgh And do respectfUllx request that the Court make such ~LloGation in the distr~bution of said estate. day of J3UL4·~.Betty Mills Hayes WI.TNE.SS my hand and seal thi.s .tZnt.-/;.~ Feb~uary,A.D.1970. f1 '\, 'w @ ~ .' .,.. 'J ../ ',. ~ ., ~y/f/7/j?7cJ IN THE COORT O~COMMON PLEAS OF WASHINGTON COUNTY,PENN~ SYLVANIA t ORPHANS'COURT DIVISION,NO.17 OF 1967 ESTATE OF ROBERT D.URBAHNS, Deceased ELECTION TO TAKE IN KIND J'OSEPH L.HOFFMANN ATTORNEY AT LA-w- 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 J............... -, ,. ,;(,- IN 'l'HE I,....". COU~T OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ES'l'A'l'E OF ROBERT D.URBAHNS, Deceased NO.17 OF 1967,A.A. ELECTION TO TAKE IN KIND The First Presbyterian Church of the City of Mononga- hela,Washington County,Pennsylvania,being one of the distribu- tees in the above estate,does hereby elect to take in kind and oA account of its distributive share the pro rata share of the following listed stocks,viz: Ametek,Inc.National Gypsum Co. Atlantic ~ichfield Oil Shale Corp. continental Can Pennsylvania Power and Light Duquesne Light Philadelphia Electric Co. Goldfield Peep Mines Texaco,Inc. Municipal Investment Fund Union National Bank of Pittsburgh And does respectfully request that the Court make such allocation in the distribution of said estate. WITNESS its corporate seal this of ~ebruary,A.D.1970. day AT'l'EST~ FIRSo;r PRESBYTERIAN CHURCH OF by M°zu:l.tJl.;ttk.c: Presldent,Board of Trustees ~~~~G-.k3~ \Secretary \ TELEPHONE: CLYDE 13.TEMPEST 258"5811 PAUL A.SIMMON8 258-8202 TEMPEST &SIMMONS ATTORNEYS AT LAW CORNER SECOND AND CHESS STREET8 MONONGAHELA,PA.15063 March 9,1970 Joseph L.Hoffmann Attorney at Law 242 East Main Street Monongahela,Pennsylvania 15063 ~...... In re:Robert D.Urbahns Estate No.17 of 1967,A.A. First Presbyterian Church Our File No.3-304 Est. Dear Mr.Hoffmann: Enclosed you will find an Election to Take in Kind that has been properly executed by the officers of the First Presbyterian Church of Monongahela. Your consideration in this matter has been appreciated. Sincerely yours, CGT/cba Enclosure ---. \ \ .~16JH/47CJ IN THE COURT'OF~OMMON PLEAS OF WASHINGTON COUNTY r PENN- SYLVANIA,NO.17 OF 1967 ORPHANS'COURT DIVISION ESTATE OF ROBERT D.URBAHNS, Deceased ELECTION TO TAKE IN KIND .,Ud ,.0 J IiO J ~,\N\HS'th\ '7bll~'..to \I:)r:1"'}~.:l·1f,'\,.,1."I,u Nl'~j ",;;!.~::s ~tI ..... II II ?I "Ii ~ JOSEPH L.HoFFMANN ATTORNEY AT LA-w 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 B on \..1 A~~~01" ._,._"IIi",I • ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE '. OF ROBERT D.URBAHNS, Deceased NO.17 OF 1967 A.A. ELECTION TO TAKE IN KIND The Western Pennsylvania National Bank,Trustee for ,M~.and Mrs.Howard D.Mills,one of the distributees in the above estate,does hereby elect to take in kind and on account of ~ts distributive share the pro rata share of the following l~sted stocks,viz: Ametek,Inc.National Gypsum Co. ~tlantic Richfield Oil Shale Corp. Continental Can Pennsylvania Power and Light Duquesne Light Philadelphia Electric Co. Fieldbrook Foods Tenneco Goldfield Deep Mines Texaco,Inc. Municipal Investment Fund Union National Bank of Pittsburgh And does respectfully request that the Court make such ~llocation in the distribution of said estate. WITNESS the due execution hereof this of February,A.D.1970. II3~day ATTEST:,.. "')hz~~L/~ / ___"77_t/JTc1.F;?/L€<' WESTERN PENNSYLVANIA NATIONAL BANK by .~~.\'Y\~ --Y /1 ../;2vJ7-U;::=?"C e,k} ------------------------------_.._----------_..._- Court of Common Pleas of Washington County,Pennsylvania lIn tQt ®rpl1an.a f QIonrt of IIanl1ingtnn QInuntl1 J In the matter of the Audit -of Account in '\.1 ().:>..' f'Robert D.Urbahns,Estate Df _. ~. l :4 • ~deceased .--.'---~---._~-_-____--__.~.-____-_._._.._---- TO THE AUDITING JUDGE: No 7.9...g.f...J,9.7.Q ,19 ,R.~. -, EIIJter ~..I my appearance for W~!?'t~:r.!J:P..~DD.~.Y.;J,.Y.!?!D.t.~:w~.tt.9.~l!!oJ..J?~P._.~.,.. ......';t';r.:l,urt~~__...__. .........................................................................................................~••.•~.••._.••••.~¥~ N.B.-Counsel shall,.by :separate pa;per,present a concise statement of e-ach claim,with supporting calculation of any interest claimed. Objections to an accourut as filed,shall be concisely stated in a separate palper.Counsel suggelsting proper distribution shall file a separate concise statement in that rega-rd. '-"-> <::::::7 70 of 1970 ,19 ,JiZK.No ,. In re Audit of Account in Estate of Robert D,Urbahns,deceased AUDIT Jrarripr fur Appraraurr FOR .............Y!.~.:?~~.!:~?~~.~~.y.~y..?!!?:t..?.!~.8.!~!~~.~.~.. Bank,Trustee unde~Deed~,of.........................................:E-..:::J _~L.;. Trust d~~~y 15,,-,),96]"'--......_-..__ __~--_-c;-,.-_·_····_··~·········r:::::-=:·········_············_·· ::;":(fj -c' _~;:!rTl rn......··.._ _ -r 1 ". -1 :::0 ,-..'-°0 '0___z .::.:.;:~~:.:.:.:..__f.;.;_-•••••••••••••••••••••••• o ~;:~ <:)co:::::J___-__.::~_.~__....•......_. '"'Or ...... '!>UlO Joneph L.BoffDUU:::l .A.ttorne;y eo'LBo n~a 't1.l:1c.ia ~ .-----.t.3~~..Lb...J1P;JQPT---.-.-..-.. Attorney ~2 J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION Urbahns,deceased.The Trustee is the Western Pennsylvania National Bank and the attorney is Joseph L.Hoffmann.Mr.Hoffmann? f /"\, " --'-, e IN RE: ESTATE OF ROBERT D.URBAHNS, ~Deceased. ~>-UlZZIIIII. ie BEFORE: t'ziUl~ t APPEARANCES: EQ ~6Q TIME: :::l., ~l\I aiII:I:!THE COURT:II:~IIIII: ~:JoU ..I«U~MR.HOFFMANN: 0' ) ) )No.94 of 1970 ) ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MA RINO,Judge of the said Court. JOSEPH L.HOFFMANN,ESQ.,of Monongahela, Pa.,representing the Accountant. Tuesday,March 17,1970,at 10:00 0 rclock A.M., EST • Trust Number 94 of 1970,the/estate of Robert D. This is the first and final account in this case.. in so far as the Trustee is concerned.The life tenant died NovembE r, 1969,and the distributees are the Memorial Hospital of Monongahe a, the First Presbyterian Church of Monongahela and three individualE . One-sixth of the estate is retained in trust for the benefit of two of the individuals.The balance is in cash and kind.The elections have been filed in so far as all the distributees are concerned to tal e r, I ·2 the stocks and Government securities in kind.Notices have been ,, r', sent by certified mail to all interested.parties as well as the Attor ey General in conformity with the'rules of the Supreme Court. THE COURT: trust estate? Is there anyone else in Court interested in this (A UDIT CLOSED) The audit of this account will be ordered closed I hereby certify that the proceedings and evid~nee are contain eedlngs upon the hearing at t (NO RESPONSE) The foregoing record of the cause,ami that this copy is a correct tr .lWcript of the same. «Z«~THE COURT:~:i1:Z~by the Court. zo~"ziIII«~ tiii~1/1ii ~!:!c::J".~N vi0::III~o0.III0::~fully aed accurately in the notes takGn by me on the hearing of the above ::J8...«oii:II.o • •_.'c; - I above cauae is hereby npproved and directed to be filed.t ~_.."'. J.J ~_.------_.........._-'-----~~------. J COURT OF COMMON PLEAS IN THE <ifi~X90~ijH)(i{OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF 94 70Noof19 A.A .. DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Western Pennsylvania National Bank,Trustee, ($28,296.23) Twenty-eight Thousand Two Hundred Ninety-six &23/100thesumof DOLLARS, in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and iIi consideration thereof,the under- signed hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this day of ~~y..~.l9.7.~.. WESTERN PENNSYLVANIA NATIONAL BANK, Attest:Trustee for Mr.and .Mrs.Howard D.Mills :~~:t~~st..Q£iceL bY ~~~..=.:;::.~.:(S~~I) The above award includes assets in ~...,emW'!'.' kind,and also includes advancements .--' heretofore made "- 'i No ~.~of 19.?.~....,A.A. ...................................................................................... ESTATE OF ROBERT.D.URBAHNS,deceased•.................................................................... '!.?~.~p.~~.~.~...!?..~...y~.~.':l:~~~..~....~.~.9.~.~.:....... .DISTRIBUTION RECEIPT ~fJ ..~ ~£:=~, (0 fry ::0:::t:~C:i:en (i) •--1 en"..,rr;,-, --l --.;- O -'-'r- =<:0 CJ -1"1 .?: .O:::f£!>=ur.::=~»r-:Z:(1)0 '"-......Jt::=) e::-§ ~-en :b.:::::r 25 <..ven -..-M I--......... '~..,'-....-.. i (11 c ...I ,.,,).,.,.'.; \;. .JOS'EPH L.HOFFMANN 242 ATTO R N EY-AT-LAW ............w.MAIN STREET MONONGAHELA.PE....NA. , COURT OF COMMON PLEAS IN THE ~:XJ)A1YXSClfiiHP[j{OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF .~~.~.~.~~..P.:....P.~.~~~~~..L ..<?:.~.?~~~.~.<?:.!...... Josephine D.urbahns,C.Q.T. 94 70Noof19 A.A .. DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Western Pennsylvania National Bank,Trustee, ($28,296.24) the sum of..~~~.~.~y.:::~.tg:0:~....';1;'.h.<?l!.!?~~~....'J:X?.<?....~~n~.~.~.q ...N.t.~!?!-.Y.:-:.~J~...§c....~AL J.:.Q.9....DOLLARS. in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in consideration thereof,the under- signed hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this ~t;,(day of ~.~~.~:19.?.~.. Attest: ~..,~:~\ .-~.c...L-8<.--...J.-c..-<--e.."--a.~-=-_ •••••••••••••••••••••••••&•••••••••••••••••••'•••••••••••••••••••••••••••••••••••••••••••••••••••••• The above award includes assets in kind,and also includes advancements heretofore made. No ~.~of 19 .?9 ,A.A. '\ ...................................................................................... ESTATE OF i ROBERT D.URBAHNS,deceased,...................................................................................... Josephine D.Urbahns,C.Q.T •......................................... DISTRIBUTION RECEIPT ::[£:::0 ..""'T1--J :»rD :r.J C;)I ~GJC: ~ c:... :::en (:)c=r- Z -1 (/)~ G:.J n·l en -f-n -'I r-o ;0 ro '. en r-ZO 0 :-')-r'f::S:::Dr ... <:....~J,:,.,..o <:-,..,:::x:.-....., ~'z c:::::l >~o v..J en .~w.MAIN STRE:ET .JOSEPH L.HOFFMANN ATTo R N EY-AT-LAW242 / MONONGAHELA.PENNA. ,-, COURT OF COMMON PLEAS IN THE~UXi}§nUUil(j{OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ROBERT D.URBAHNS,deceased, Josephine D.Urbahns,C.Q.T. 94 70Noof19 A.A .. DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Western Pennsylvania National Bank,Trustee ($28,296.23) the sum of..~~~.~.~¥..::.~.~~~~....~.~?~~.~!.1:~....~:::.'?...~~!.1:~.~.:.?...~.~!.1:~~X.::.~.~~...~....~.~/~.~.~...DOLLARS. in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and iIi consideration thereof,the under- signed hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this t.?.l....~~day of ~.~¥..~19.?.~.. Attest: .........oo~:.~~. The above award includes assets in kind..s Q e..""'J!..S ·~c.....uJ~I '1Y #-J;zs~()S'-/17 .1 ~ No 9..~of 19...?9 ,A. A. ESTATE OF ROBERT D.URBAHNS,deceased ............................................................. Josephine D.Urbahns,C.Q.T .................................. DISTRIBUTION RECEIPT ....-11--.I c::>-~::0 ::D c-r- , >rnc: t:::,(f)~en ~~rn::::(j)(/1 -Z --f ('11 en t......;\:7)r'~~.~---1 ,,-v •..0 0 ,"_:Do:z -n .:;...::r)'»0~......., <:::)0_:::::;·z-u·o I.A.):Po (f)en0 ~W.MAIN STREET .JOSEPH L.HOFFMANN ATTO R N EY-AT-LAW242 MONONGAHELA,PENNA. ·.COURT OF COMMON PLEAS IN THE ~~~laHKi{OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ROBERT D.URBAHNS,deceased, ~?~~p.~.~.~~!?.:~::.~.~.~:::.~.!~..:.9 ?;.~. ~ No ~.~of 19..?.~.A.A .. DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of .~~.~.~.~~~~.~.~.~.~¥'.~y'~.~.~.~~.~.~.~?'.~~.~~.~.~.~.~~::.~~.~.~.::.!.. ($56,592.48) the sum of..~~.~.:t::¥.~.~.~.~~~~.~.~.~?~?:~.Y.~?~?~~~.~~.~?.~:t::x.:.~~.~~~.~.!..~.9 9 DOLLARS, in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in consideration thereof,the under- signed hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this day of ~.~X.~.l9.??... Attest:MONONGAHELA MEMORI.L HOSPITAL ...,~~~......•..u b~~t..:~~.~~,.u .•0~.The above award includes assets . in kind. \ ...... No 9..~of 19 .?~,A. A. ................................ ESTATE OF ROBERT D.URBAHNS,deceased,......................................................... Josephine D.Urbahns,C.Q.T ............................................................................... DISTRIBUTION RECEIPT ~-0-J c:::>:!::::71 ::::J, c.....-.-.-»rn c:.-.'$1;(n ~,,; r:T"l::c CI->(/l -Ii;..~Z --1 I,t en gr:)fit ,""~;;0 r-- ~a c:,""..:P":z 1"1 ..::••:.::c.~..-o .c;;..'tt0--.-c:::;l-~:r-Z-u r 0 '--"J»en r::n .JOSEPH L.HOFFMANN I!lTTO R N EY-AT-LAW24L.a..&W.MAIN STREET MONONGAHELA,PENNA. ,--------~~"------------------------------------------ ., II ''.• ESTATE OF COURT OF COMMON PLEAS IN THE~UlUU~OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION ROBERT D.URBAHNS,deceased, Josephine D.Urbahns,C.Q.T. 94 70Noof19 A.A .. DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Western Pennsylvania National Bank,Trustee, ($28,296.24) the sum of.....~~~.~.~X.~.~~.5!~~....?;.~?~~.~~.~....~~?..~~~.~.~.~.~...~~~~.~.Y..:.~.~~...~...?~(~.~.~.DOLLARS. in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in consideration thereof,the under- signed hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this day of ~.~y..!~?19.?..~.. Attest:FIRST PRESBYTERIAN CHURCH OF MONONGAHELA <••T..~.re;:~J..~..~br..C~~.~.~~..~ell)Secretary President,Board of TrusteesTheaboveawardincludesassets in kind. • ~ No 9..~of 19.?.~...,A.A. ...................................................................................... ESTATE OF ROBE~~..P..·~~~.~.~~.1?.!~.~.~.~.~.~.~~.~. Josephine D.Urbahns,C.Q.T. 0 0 ~·0 .. DISTRIBUTION RECEIPT ~"1~~ ::E ::0 Cl<>rn ::0 °en G")c::Co.:r"~:r::-~(n ~- -(f)Cl~--:l :,_~~1)nl ro •o __,c, -;.....r r-P..o '-i'::z:0 --:::=:a ....•.,.'0 .. ..0 $;-:::r: .0 ...-;:-J~;r=::;;.::::;, ~~r~•>(;n t..oJ :.t c:n-. o~1 ~:?/ .JOSEPH L.HOFFMANN 242 ATTO R N EY-AT-LAW ~w.MAIN STREET MONONGAHELA.PENN~ ~ / ,. 94 70Noof19 . IN THE MATTER OF: ~ THE TRUST OF: ROBERT D.URBAHNS F.B.O. MR.AND MRS.HOWARD D.MILLS First and Final Account of EQUIBANK N.A.(FORMERLY WESTERN PENNSYLVANIA NATIONAL BANK)TRUSTEE ; Filed __..___ Fee $_ . -I::'<f. '.re:;" ~ tel;:::......c~;:, n ~<'Q....l:r.......,::: ..~:~..:-;::...... Cit>~:::-;::,<:::(l) '0~. <b;:, Cil\Q;:)-::t0,~o'.:Q.-c:> l:l:::: c;,""':..~ C;)-:::--<.""J ...::(C Cl) -....'t ::; ':::n c--~_l.C:,'~ ~-~l::l..\%)~~N·". o ~.~ -:::.!:::Cb"'"~.~'"~;..';::;,' C"-.;:,'Cl~.l:l..CL~-'~~\~-::::-I Cl><".;;,~~;::;.: --K C':)::::-c ~. ::::;=t ~.!I'c:>c:>;:)~. ""'-0>§ ~<:1:l ...... <:::--I._C5.:::. ~"''b ~.....;:,:::- ~ct> Q.\'. ~I!I ~'~M:I ;:,~(t.l~00l.tc "k 3:<c:I .I :::-Ii l:) i ;:, I l::l.. I ;:::~-;:, (Q Q. c~t coct>;:::-.....:::- Qi' irr ~ ,:::§-~~~~~cl't1;;.l:\!~l:)'0 '".:;,~'\0"0"":'~."(\~'\i 'llW,~O UJi\(JI/~t?..·H .. ffl1 Vthe within QOOfIURt OP'tl88l1tsa to cite Ooul jor iJonftrmatlOlJ, ~~'?7V.~lJ.(! :J.-g ,,(5)0 ----- -..J fJ~.. This accountd"as transmitted~dp;;~ebted t;die Orp~s~o~J and cdifffrmed'1lisi at ::::._. (f>C)c::::x __."'-<::r:-Uj :;po i ....,..(/')(Ii :::0 .._r-I!t.-1...,,,-;-..............of 19f.p:.r.#'".....,...:;-:..:......), ...-:!......~,"'.0on~~.:;;:.:.::~u•••.Jv-u _;__ G "'J';:;:!,~..-~~...o ",co .-0 ._:=..:::::___._. -0 r-~5 ClfJ,.k of O,.phans·C~;,r!_:Po (f>_~., •--.J ·t ....w.... For Sale by P.O.Naly Co.,Law Blank Publisbers~.}o~~Aven:;p=::3t15219 Balance Due $. Joseph L.Hoffman,Esquire Main Street Monongahela,Pa. Z ' [I"i '<1~:E ,I ~ ~ f \ I '), " <-- r IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION #94 OF 1970 FIRST AND FINAL ACCOUNT EQUIBANK NcA.(FORMERLY WESTERN PENNSYLVANIA NATIONAL BANK) TRUSTEE UNDER INSURANCE TRUST AGREEMENT WITH ROBERT D.URBAHNS F.B.O.MR.AND MRS.HOWARD D.MILLS Account #3-6388-3 March 12,1974 S UMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts pages 1-2 30,296.80 Amount transferred from Income Personalty 481.72 $30,778 52 Disbursements pages 3-4 11.535 3 c Balance $19,243 13 SCHEDULE B INCOME -PERSONALTY Receipts pages 4-5 5,641 6E Disbursements page 6 5,159.96 Amount transferred to Principal Personalty 481.72 5.641 68 Balance -0- Net Balance 19,243 13 =========-- The Balance for distribution consists of the following: Cash 19,193 13 50 shs.Fie1dbrook Foods 50 00 19,243 13 ~========-- , I I,\!: Estate of Robert Urbahns/Mills SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Western Pennsylvania National Bank (now Equibank N.A.)Trustee under Insurance ~ru$t Agreement with Robert D.Urbahns F.B.O.Mr.and Mrs.Howard D.Mills Assets awarded per Decree #94 of 1970 dated May 6,1970 Cash Cash advanced 133 shs.Ametek,Inc. 33 shs~Atlantic Richfield 83 shs.Duquesne Light Co. 50 shs.Fieldbrook Foods 66 shs.Oil Shale 83 shs.Pa.Power and Light 50 shs.Philadelphia Electric Co. 168 shs.Tenneco 83 shs.Texaco,Inc. 21 shs.Union National Bank 25 shs.Continental Can Co. 3 shs.Municipal Investment Fund 39 shs.National Gypsum Co. 13 shs.Goldfield Deep Mines Co. $3,959.0C 1,150.09\ 1,608~4/1 1,041.56 2,925~7 ~I 50.00 911~6J 3,216.25 1,921\·86 4,011 OC 3,226 63 720 87 909t3~1,841 2 789 4 13.00 1,150.00 LESS: 1.Cash advanced to Mr.&Mrs.H.D.Mills 2.Loss on Conversion of Asset Proceeds,sale 3 shs.Municipal Investment Fund 1,453.35 Decree value 1,841.26 3.One-sixth (1/6)administration expenses per statement of account dated 7-23-70 Assets Purchased Western Pennsylvania National Bank Collective Income Fund "A" 387.91 12.90 28,296~23 I II1,550.81 $26,745 42 1970 Oct.8 1923 units @ 8.7851 1971 Sept.14 99 units @ 10.0178 Cash disbursed to purchase the above assets Amount forward -1- 16,893 10 75 991 7€ 17,885 105] 17.885 5]-0- 26,745 42 -------~~------------------------------------, Estate of Robert Urbahns/Mi11s Amoun t forward $26,745 42 Schedule of Short Term Investments -0- -0- -0- -0- -0- -0- $962 02 962 02 1,932 65 1.932 65 983 24 983 24 966 12 966 12 1,000 00 LOOO 00 1,800 00 525.00 75.00 200.00 100.00 100.00 100.00 50.00 650 •00 1I__.:1oL..,::;,8.;:.0.;:.0;..;0::.;0=-11 &Loan $1,800 Fort Pitt Federal Savings &Loan Association savings account Redemption 4-23-71 Redemption 8-3-72 Redemption 11-8-72 Redemption 5-7-73 Redemption 8-10-73 Redemption 11-9-73 Redemption 2-11-74 Redemption 3-11-74 $1,000 Fort Pitt Federal Savings Association savings account Redemption 3-11-74 $1,000 U.S.Treasury Bills due 2-28-71 @ 96.202 Redemption 2-28-71 $2,000 U.S.Treasury Bills due 1-31-71 @ 96.6327 Redemption 1-31-71 $1,000 U.S.Treasury Bills due 11-30-70 @ 98.3240 Redemption 11-30-70 $1,000 U.S.Treasury Bills due 7-31-71 @ 96.6115 Redemption 7-31-71 1970 July 30 Mar.15 Dec.4 1971 Feb.16 Aug.31 July 31 Gain on Conversion of Assets Proceeds,sale 1974 units Western Pennsy1vani National Bank Collective Income Fund "A" @ 9.7649 19,275.91 Investment va1ue(various dates)~1~7~,~4~6~3~.~8~3'1I -=loL..~8.:1=2~.~0~E__~3~,~5~5~1~3~811 Total Receipts 30,296 80 Amount transferred from Income Personalty 481 72 30,778 52 =========-- 893 07 510.33 421.68 Atlantic Richfield @ 1,934.63 1,041.56 Continental Can Co.@ 1,666.96 909.38 Proceeds,sale 48 units Western pennsylvania Natiotlal Bank Collective Income Fund "A" @ 10.6319 Investment value 10~8-70 Proceeds,sale 33 shs. 59.75 Carrying value Proceeds,sale 25 shs. 68.00 Carrying value 1974 Mar.11 Sept.10 1971 May 11 1970 Sept.10 -2- Estate of Robert Urbahns/Mi11s DISBURSEMENTS 1972 Aug.18 1973 Oct.12 Administration Expenses Commonwealth of Pennsylvania,1971 state fiduciary income tax Commonwealth of Pennsylvania,1972 state fiduciary income tax $E .1l 5.8~ 1974 Mar.12 Mar.12 Joseph L.Hof.fmann,Esquire,professional services rendered Equibank N.A.(Former1y Western Pennsylvania National Bank)Trustee's compensation 635.0( 1,730.0($2,377 03 principal Distributions Howard D.and Zora M.Mills,remittances paid 4-26-71 to 5-15-73 Howard D.Mills,remittances paid 8-17-73 to 11-15-73 I2,913.6E 171~9E 3,085.66' Loss on Conversion of Assets 5,462.69 62 31 747 It: 698 71 925 93 1,445 62 1,206 21 5,181 96 3,263.82 4,011.00 212.92 911.63 Light Co. 1,770.63 3,216.25 Electric 995.93 1,921.86 1,512.47 1,608.47 Light Co.@ 1,719.54 2,925.75 Gypsum Co.@ 727.17 789.48 Proceeds,sale 133 shs.Ametek,Inc. 100 @ 11.75 33 @ 11.625 Carrying value proceeds,sale 83 shs.Duquesne 21.125 Carrying value Proceeds,sale 39 shs.National 19.125 Carrying value Proceeds,sale 66 shs.Oil Shale @ 3.375 Carrying value Proceeds,sale 83 shs.Pa.Power & @ 21.75 Carrying value Proceeds,sale 50 shs.Philadelphia Co.@ 20.375 Carrying value Proceeds,sale 168 shs.Tenneco 68 @ 19.75 100 @ 19.875 Carrying value Amounts forward Sept.10 Sept.10 Sept.10 Sept.10 Sept.10 1970 Sept.10 .Sept.10 -3- Estate of RobertUrbahns/Mills Amounts forward $5,18l~96 $5,462 69 148 62 729.38 sept.10 Proceeds,sale 83 shs.Texaco,Inc.@ 30.625 2,497.25 Carrying value 3.226.63 Sept.10 Proceeds,sale 21 shs.Union National Bank @ 27.25 572.25 Carrying value 720.87 Oct.12 Proceeds,sale 13 shs.Goldfield Deep Mines Co.@ .02 .26 Carrying value -:1~3~.0~0~~1~2~74~__~6L,~0~7~2~.7~0~1 Total Disbursements 11,535.39 .============ SCHEDULE B INCOME -PERSONALTY RECEIPTS Western Pennsylvania National Bank (now Equibank N.A.)Trustee under Insurance Trust Agreement with Robert D.Urbahns F.B.O.Mr.and Mrs.Howard D.Mills 1970 July 20 ~uly 28 July 31 Cash Cash Duquesne Light Co.dividend on 83 shs. Interest-Government Securities U.S.Treasury Bills $1,000 due 11-30-70 received 11-30-70 $2,000 due 1-31-71 received 1-31-71 $1,000 due 2-28-71 received 2-28-71 $1,000 due 7-31-71 received 7-31-71 Interest-Savings Account Fort Pitt Federal Savings &Loan Association received 4-8-71 to 3-~1-74 Amount forward -4- 100 00 416.9< 34 44 16 76 67 35 37 98 33 88 155 97 324.82 1,032.22 Estate of Robert Urbahns/Mi11s Amount forward Dividends Atlantic Richfield 33 shs.received 9-28-70 Continental Can Co. 25 shs.received 9-18-70 1/ ./Duquesne Light Co. 83 shs.received 10-2-70 Philadelphia Electric Co. 50 shs.received 9-30-70 Tenneco 168 shs.received 9-21-70 Texaco,Inc. 83 shs.received 10-13-70 $1,032.2..: $16 50 15 00 34 45 20 50 55 44 33 20 Union National Bank 21 shs.received 8-4-70 Cammon Fund Distributions Western Pennsylvania National Bank Collective Income Fund "A" 6 72 181.81' 1923 units received 11-1-70 to 5-1-71 1875 units received 6-1-71 to 9-1-71 1974 units received 10-1-71 to 3-1~74 Total Receipts -5- 659 39 428 07 3,34(.19 4,427.65 5,641.68 ~========-- i I 1973 Nov.6 Estate of Robert Urbahns/Mills DISBURSEMENTS Administration Expenses Equibank N.A.(Formerly Western Pennsylvania National Bank)fee for preparation and filing 1972 state fiduciary income tax return Equibank N.A.(Formerly Western Pennsylvania National Bank)income compensation taken 8-10-71 to 3-12-74 Income Distributions Howard D.Mills and Zora M.Mills, remittances paid 8-14-70 to 5-15-73 Howard D.Mills,remittances paid 8-17-73 to 11-15-73 Total Disbursements Amount transferred to Principal Personalty $15 OC 4,061.32 1 : 728 021 $370.62 4.789 34 5,159 96 481 72 -6- I II ------------------ ~:Sltlte of Robert Urbahns/Mills COMMONWEALTH OF PENNSYLVANIA: SS ============~======================================================r==========j===r===========r==-===ni - iI COUNTY OF ALLEGHENY Marie A.Shepos,Trust Officer,Equibank ~.A.{Formerl\w~_stern I Pennsylvania National Bank)being duly sworn a~cording to aw depose~ and says that the disbursements shown in the ccount have ~een made to the parties entitled thereto and that the ccount as sated is true and correct as she verily believes. EQUIBANK N.A.{FORMERLY WESTERN PENNSYLVAN A NATIONA ....EANK)TRUST~E pf BY :_~)(-.:..~_~_:.:.-/~'./(~/1t-=-fJc~.";.:;;;.:;.;...<2,~J2..~-l+---_1 Marie A.Shepos,Trus Officer Sworn and subscribed before me this 2_'('~day Notary Public REQUEST FOR DISTRIBUTION MARl Ei'lE (SPIT/.R,NOTAR''''UBLI PITISBU GH.ALLEGHENY comUy MY COMMIS ON EXPIRES JAN.l,19!Z Member,Pem ylvaniaAssociationofNotari ~ Accountant requests that distribution be <etermined by the Cour ! : in accordance with the Petition for Distribut.on to be pff3red in evidence at the audit of this account. EQUIBANK N.A.(FORMERLY WESTERN PENNSYLVAN ~NATIONA ~B~NK)TRUST}E BY :)n...............~_,_"_'_/1_""_4.~,+-~-r-./../J_v.2.--_-+---+__ Marie A.Shepos,Trus1 Officer :! " I i'..-__'.'---'--.-'-~'-----"-.--.--··---".-·--·,---·····-··-r·'·------- ~f'~~/~70, IN THE ~OURT Of COMMON PLEAS OF WASR~NGTON COUNTY{PENN- SYLVANIA,ORPHANS'COURT DIVISION,NO.17 OF 1967 .., l ) ,.. ESTATE OF ROBERT D.URBAlINS, Deceased -(.:"'")j -t:...=:::.J :::f'I :._=L,/10-' ELECTION TO TAKE ~N K~ND-,.' , -) L~_ :; ,' r- J ~.l ~::r-.u.. .""' l._, en JOSEPH L.HoFFMANN ATTORNEY AT LA-w ~ 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 .'," IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLV~IA ORPHANS'COURT DIVISION E8T1\,T£ OF ROBERT D.UR£AHNS, Deceased NO.17 OF 1967,A.A. ELECTLO~TO ~AKE IN KIND Tenneco Texaco,Inc. National Gypsum Co. Oil Shale Corp. Pennsylvania Power and Light Philadelphia Electric Co. If Robert Durfee,being one of the distributees in the above estate,do hereby elect to take in kind and on account of my distributive share the pro rata share of the following listed stocks,viz: Ametek,Inc.. Atlantic Richfield Continental Can D\.l,quesne Light Fieldbrook Food,s Goldfield Deep Mines Municipal Investment Fund Union National Bank of rittsburgh And,do respectfully request that the Court make such allocation in the distribution of said estate. WITNESS my hand,and seal this day of FebrUary,A.Do.1970. Witness: IN THE COURT OF COMMON PLEAS OF WASHINGTON CIDUNTY,PA. lu t4r (@rp4aus'Qtnurt nf lJas4iugtntt Q!nUttty In the matter of the Audit of Account in J Estate of .RQl?f.:.RI P..!!)RJ2AHN.$..~P..J;~J;.6.$..J;.D for Mr.amd Mrs.Howard D.MIlls TO THE AUDITING JUDGE: 94 Of 1970No,,19 ,A.A. Enter .ffiy.........................................appearance for ~.gl}.t.9.~.D.~N...~.A.~..cf9.~!T!~~.~.y It:!.f?..s.t..f?.!..l}...?.~D.D.§.YJY.§.D i a National Bank,Trustee.......................................................................................................................-.--.......................................................................................•.....:::•..... •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••_••••••••_•••••••••••••••••~•••,••••••••••_.-u ••••u •••••• ....~. N.B.-Counsel shall,by separate paper/present a concise statement of each claim,with supporting >calculation of any interest claimed. Objections to an account as filed,shall be concisely stated in a separate paper.Counsel suggesting proper distibution shall file a separate concise statement in that regard. IIf No .94 Of 1970 •a•••,,19 ,A.A. /, ,- ~ r- <f)-<(Y")C)-1 n..Z"-J-(,:-.:.> (Y")......_. .::......L'):::...:."!._~.~ ~---'.....--", '''-c:::-,z ,(,.'-'t-'_4 (I):.')_. .,-=(I)---r c::::>:::;,<.;>ei)=..:::a::llJ <c:::----..:::r-::-r--~~'" In re Audit of Account in Estate of Robert D.Urbahns,deceased AUDIT 'rntttpt fnr.Apptnrnutt FOR Equibank N.A.(Formerly Western..............................................._-..-----_-_-----. __..P_~.I}.I}_§.Y)Y.§DJ.9_L I_~_~.§.!.~.~_.._..___.. .........J.9.$.~_pb ~.·HQ.f.fm_?DD _ _ _ _ _ _ 242 W.Main Street Attorney MonongaheI~S 15U53 .' I ,; IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION #94 OF 1970 IN THE MATTER OF: THE TRUST OF: ROBERT D.URBAHNS F.B.O. MR.AND MRS. HOWARD D.MILLS ._: PETITIUNFOR DISTRI~UTION....~... <."'~1,.,.., '1 EQUIBANK N.A.(FOJ3MERLY WESTERN PENNSYLVANIA NATION}\L.BANK),'~USTEE l I I ......) L " I I Il.' • .. Joseph L.Hoffman,Esquire Main Street Monongahela,Pa . P.O.Na1y Co.,425 Fourth Avenue,Pitt~burgh,Pa.15219 Form for Guardian orTrustee 'rlitinn ~itr 1\ullit 1Jn IDl1r (@rpl1uns~QTnurt nf lIusl1ingtnn OJnunty Robert D.Urbahns,deceasedEstateof. For~.~~E:9.~E.:?:~S?.~.~E.9 P.~~.t!J.~.. ~-life tenant Date of tt;Ist.May 15,1963orguardIanshIp .. If there have been former accounts filed in this estate,list:none Filed at No :..~of 19'-7..0 Fiduciary....~.g,g.:t.1?g.,D.)s ....N.~.?:\..,...tf..9.~m.~~Jy.:w.g§.t.~.rn g~~!}.:?Y.!.Y.~.!}J~~~.E.~.2~~.!~.~g~.L .. Place of record . of appointment.....WJ.JJ....9.J....R.9.p..§~.:t;....R.,.....JJ..*-1?g,..hD.S Will Book Page (See No.17 of 1967A.A.) Reason for filing this account..P~.~.~h.....9.~.....~.~,;:y..~Y:~.~g ....!:'.~.E~....~~E:!?;~.~.t.!......g.9.~~,;:9....!:?~.....~~J!.:?..,......Q~L..... February 12,1974 (Mrs.Howard D.Mills died on August 13,1973) All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are:• Betty Mills Hayes -100% All of said parties have received notice as required by the Court Rules except as follows: • 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, Additional debits not shown in account: (Indicate whether income or principal) Income: Signal Master Note interest Additional credits not shown in account: (Indicate whether income or principal) Principal: Principal Income Total additional debits $..J.~..f..f.4}.J\.lJ .. -0-$.. $243.91 $243.91............................................................ Register of Wills,cost of filing account $23.00 Balance for distribution Total additional credits Principal $~.?.~.??~.::.~.~.. Income $243.•.9.1 .. Total $!.~..t.~§.~.~.9..~. $?.~..~..OO.................................... • 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: 50 shares Fieldbrook Foods $50.00 I <III.,,,-.... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION In the Matter of the Estate of ROBERT D.URBAHNS, Deceased No.94 of 1970 ELECTION TO TAKE IN KIND I,BETTY MILLS HAYES,do hereby elect to take in kind from EQUIBANK N.A.,formerly WESTERN PENNSYLVANIA NATIONAL BANK, Trustee under Insurance Trust Agreement with Robert D.Urbahns, deceased,the following: 50 shares Fieldbrook Foods $50.00 Dated in Tyler,Texas,this'.first day of----'-'-'-~----- Apri 1 ~-~~(SEAL) ETTY MILLS HAYS WITNESS: . Set forth accountants suggestion as to manner and for~Of distribution to be made,awards to be stated in pro- portions unless specific amounts or items are designated by instrument under which estate is being distributed: Betty Mills Hayes -100% COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof,And your petitioner will ever pray,etc. being duly swo.I:n doth depose and say that the Equibank N.A.(Formerly Western facts set forth in the foregoing petition are true to the Pennsylvania National Bank),Trustee best of he.J::knowledge and belief... ...~~.?~.~to and subscribed before me BY'm~4 /<.f ~.v'%.7.;.. This da~f r...¥.~!'.lb Signature of Officer ~....~~.~.::;;.~9.E.~~.~.~~.. Title of Officer . Office expires .. D:Wii>t MEISTER,tJ;:t<:"1 Publit Pittsburgh,Allegheny County,Pai My Commission Expires Sept.29,197$: ;.,• 'J '& Jrtitinn ~ur j\ullit IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ~.4 of 191K7..Q. ESTATE OF Robert D.Urbahns·················································de·c·ea·s·ed················ FOR.p..~.~..t.h .9..~~.~EY..~.Y..~.!.?:9.~.~.~.~.. Tennant,Howard D.Mills on 2·~'l:·2·~'7·4 ··..:.~~oom!KOOK-lIfe tenant Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inventory. S.Signed elections of items to be taken in kind- if distribution account. 4.Stipulation or certificate by minor approving account. 5.Praecipe for those represented. 6.Brief-for any question of law raised. Joseph L.Hoffman,Esquire ....?.4..?.....W.~......~~J.p......§..t...~...I.......~.9..!.!:.9..~.99.:.~~.~.~.!..P a . Counsel for accountan!l:5063 ~2 " .- J ~n t4e Cttnurt of Ctto1tUtUtn Jlleas of mas!Jingfnn Cttnunly, Jleuusylnania,O1lrp4ans'Cttoun lIinisinn ESTATE OF No.94 of 1970 Robert D.Urbahns,deceased. Josephine D.Urbahns,C Q T In the matter of the First and Final Account of Western Pennsylvania National Bank,Trustee ADJUDICATION AND DECREE And ,now May ~,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof th~balwe for distribution in the hands of the Ac.countant.is deter~i~'ed to be $ltjO,11.'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 distriburtion hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.'or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit Additional credit aSked at audit $180,499.71 890.44 $1801,390.15 878.43 Balance,--,-$180,511.72 565920 48 Deduct Clerk's Costs &Receipt;)..s _ Atttomey J_o_s_e_p_h_L_._H_o_f_fm_Bn_,_n _ Monongahela Memorial Hospital Association,2/6 remainder,share of stOCkS,bonds,etc.,per election filed, 116.50 $lM:0 '395.22,u:l/tfJ~71 c:7~~:~.t so Russell Marino,Agent,transfer inheritance tax,~~ due on remainder interest,balance,$9955.97 ~g~~ Interest from 2-2-69 to 5-11-70 761.83 10717.80 ~-,~ _$_/1/~91'A~~~.~717.80Redebit-Income distribution advanced on remai ~v Q(~rv der interests,100.00~7J(~~$169,777.42 -~ Betty Mills Hayes,1/6 remainder,share of stoc bonds,etc.,per election filed,credit to be taken by the accountant for funds advanced pri to distribution by the Court, First Presbyterian Church of Monongahela,Penn- sylvania,1/6 remainder,share of stOCkS,bond, etc.,per election filed,28296.24 Western Pennsylvania National Bank,Trustee for Mr.and Mrs.Howard D.Mills,or the survivor' thereof,1/6 remainder,share of stOCkS,bon¢is, etc.,per election filed,credit to be taken by the accountants for funds advanced prior to distribution by the Court,.28296.23.Robert Durfee,1/6 remainder,share of stOCkS, bonds,etc.,per election filed,28296.23 No balance ,-....---~-'«",'.•~.. ,, 0 ~~ ....z ~ ::J 'n ''"fo 90:rs:CD ~.iil'::J ~-+3 0 0 0............::l: ~ CD \..'~ ., ,:;''.,~ 0 t .... '"fo:r ::: CD N ', ~~ S~::l~~ \. ." NOTE:Included in the above balance for distri assets,held in kind and distributed as and the proportionate shares as set fort distributed,per elections filed,shares thereof:- I..~olJI • ution ar uch at t in the shown or the following e value as shown emainder shares the proceeds 2,000 United States Treasury Bills due 1-31-71 $1,870.05 28,000 United States Treasury Bills due 11-30-70 25,985.59798shs.Ametek,Inc.9,650.82 198 shs.Atlantic Richfield 6,249.38 150 shs.Continental Can Company -5,456.25 498 shs.Duquesne Light Company 17,554.50 300 shs.Fieldbrook Foods 300.0078shs.Goldfield Mines Company 78.00 18 shs.Municipal Investment Fund 11,047.60 234 shs.National Gypsum Company 4,737.27 396 shs.Oil Shale Corp.5,469.76498shs.Penna.Power &Light Company 19,297.50 300 shs.Phila.delphia Electric Co.11,531.25 1008 shs.Tenneco 24,066.00 498 shs.Texaco,Inc.19,359.75 126 shs.Union National Bank &Trust . Company 4,325.22 I., t~If} 0'") rrl. :::.- 0-... ~)c;.;' '_.\(" .J 2;:) ';LC..-.:::r....... 1 ~...--- r..n<O.-1C- -:.-1:-:0 ,:.-<..) !• r • 0 ~.:J..... m .n ...,.>-.:J'"la 0 CDa-s::~:J ~....,. -+i CD 0 0 :::l:.....t......'r CD.,....0M.....~'...,.~:J'"CD' :=: '-~ S+0:) :::l+0:) +0:) Z!=l• .., ~n :t4t QtUurt uf Qtummnn Jltttn nf Iftts4iugtnn QtnuntY1 'tnnsylttttnitt <Orp4nnl1"QtUurt 1l1ittisinn ESTATE OF No.-----:6::.:::3:---..:....:70=---.::...94~_ Robert D.IIrbahns, Deceased In the matter ofthe Firstand Final AccountofF.B.O.Mr.and Mrs.Howard D. Mills,Trust,Equibank.N.A••Trustee ADJUDICATION AND DECREE;2..0~An now November";;--,19-.lil,this matter came on for hearing, audit and distribution of this session and testimony taken;and thereupon,upon due consideration thereof ofi~e balance for distribution in'the hands of the Accountant is determined to be $,464.04 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed sec.reg.or an appeal be taken herefrom sec.leg. ~~ ('J. SCHEDULE OF DISTRIBUTION -;y $l) ~~,. ;-;~,(/ i Balance per account $19.243.13 Additional Debits -Audit $243.9 19,487.04 Additional Credits -Audit 23.0C I Balance $19,464.04 &Advertising 49.5C 19,4l4.54DeductClerk's Costs &Receipts ~,S//1'Attorney Joseph L.Hoffmann 1-41 ¥1', Betty Mills Hayes -Residue including 50 shs.Fieldbrook ~~d<Foods in kind at appraised value ($50.00)per election filed,19,4l4.5~NO BALANCE I " ,, ,w, .,it 0 ~, "'"»mUl n :J Z eI ....n ..,.. Q 0 9 i iil" c':::r ~ m .:r 0 3 t ~. -to. 0 Q rr),w ..... -to.::+ c><_-!0- ~ m... " CV1 ~ ~ 0 .0 -... )-..~ -~·",L~.""t_"'" -+ c_ := :::r , m ~ -' ~ c & t~J ...........,,'~~1 ..:-.~~;' ..-1 ;;:..~;to rc::> ,~..U - ., ~::::>0 w-Ct::lJJ ..Q: .......c:::.:;;. r-- ,~ ... ~ ~"','_..... ,/,,'\..l' r---------,,----------------------------------------- j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF ) )No.63-70-94 ROBERT D.URBAHNS,) ) Deceased.,~z0( :i>CIlZZIIIII. zol-e>z x CIl 0( ~ ..:u 0:I-CIl is oJ0( U o :J., X~"(II BEFORE: APPEARANCES: TIME: HEARING ON AUDIT THE HONORABLE PAUL A.SIMMONS,Judge 6f the said Court . JOSEPH L.HOFFMANN,ESQ.,of Monongahel" Pa.,representing the Accountant. Monday,May 20,1974,at 1:30 o'clock iP.•M. termination of a trust established under the life insu ance iiill: III l-ll:oII.IIIll: l-ll::JoU oJ0( uii:ll.o THE COURT: Mr.Hoffmann. MR.HOFFMANN: The estate of Robert D.Urbahns. May it please the Court,this is a trust and will of Robert D.Urbahns.Both life tenant have died and the remainderman has been served with a copy of the account.She signed an election to take in kind certain stock. THE COURT: MR.HOFFMANN: Any complications? No Complications.The Inheritance Tax -.-----+--------------------------4---1 r----------,r--------------------------------~~---~- "..;··.....r ...... has been paid in full and I am also filing with the 2 ,,1 papers a copy of the Decree of Distribution in the est te of Robert D.Urbahns. THE COURT:Would {ou announce the estate of Robert D.Urbahns,please? MR.ZERMANI: (Court Crier) THE COURT: Your Honor,I received no response. Is anybody in the Courtroom interested n the estate of Robert D.Urbahns? (NO RESPONSE ) THE COURT:Hearing no response,the audit of this estate is ordered closed. (AUDIT CLOSED ) I hereby certify that the proceedings and evidence are contained fully and ~ccurat~ly in the notes taken by me on the hearing of 'the above,cause,and that'this .copy is a ,,•f.•\ correct transcript of the same. The foregoing '0 .'the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. By the Court, I,.\ ., , I ./t '\ •I (I •~'.,..;i I .. " 1 f' '. I',• ," • f ~. ~....<'j 1i\,"",.,' '! ': ,' " " .f~, 'I ,,.. '" "-.J ,. " .p )' IN THE ORPHAN'S COURT OF WASHINGTON COUNTY.PENNSYLVANIA ESTATE OF J ...~.9.~.s.R.T.P.~~.R.~A.~.~.~..!.. deceased No ?~:~.?~.:-:.?..~oF 19 A.A . DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Equibank,N.A.,Trustee,...........,-,. ($19,414.54) the sum of..~.tD..~..t.~.~.D .I.h.9..y..~.~.D.~f..q.~.~~.~.D.~.r..~.~..X~.~.r.J~.~.Q ~~.1.1..J..Q.Q DOLLARS. in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in:consideration thereof.the under- signed hereby releases and discharges the.said fiduciary fr.A any further liability on account of the same. Witness my hand and seal this ?~~day of ~f.~d.¢.=:~19...7..1 Attest: per Adjudication -}ncludes 50 sharesfteldbrook Foods in kind at appratsed value of $50.00 J , No..6.3.:-.l.0:::94.of 19.........,A.A. ....................................................................................... ESTATE OF ROBERT D.URBAHNS,.............................................................................. deceased DISTRIBUTION RECEIPT ~V)<:(C>-J 0oi-_J--C>-- .~",_. -"~.C.:L '-~... ~-,........... Lr:....:.~-' ,'1 d -......-~!....l (/)(J;-(.....) </)-:::r::.......J LI...l :::>0 (/)c::::. LU <;c:r.::-,~=-LL..;r-... ...... .JOSEPH L.HOFFMANN ATTO R N EY-AT-LAW242:z)(eX,w.MAIN STREET MONONGAHELA.PENNA. .",''. Form RCC-33-RI RESIDENT DECEDENT J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..WMUJ:.N.G.'r.QN . 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 tl!e.Inheritance.an!lEst,ateTax Act of 19fiL) of the estate of the above-named decedent being duly sworn,depose S and say S Decedent .died ~P..~..:i::~?? (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .........,19......f?..?.....,r testate 'leaving a last will,copy of which is hereto attached.} (Day)(Y""r)L~ Wes te:r;nl!~;n;nI:)¥!yCl;n~i:i.~i:i.~~.~;nCl~......~C1;n~'.Trtlst:l?~J?!-~......... p .().13()}(:}3.~Q/l?:~t:t::§b'gJ::"gh/l?~l'll'lCl~..1523.9 . That as such ~~~£:Y.~Q~deponent is familiar with the affairs of said estate and the property con- IExeclItor·Administrator) Rtituting 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 Western Pennsvlvania National Bank Monongahela Office,Box No.A-37 Robert D.Urbahns or Josephine D.Urbahns Wife That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the folloWing,for the reasons hereinafter set forth: Tha.t Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. 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 poss~ssion,standing to decedent's credit in banks of deposit,savings banks,trust c?~anies,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 :a11 .othe~cases;·al~bonds,pos tal 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 de..sign~ted \l-s t'!<x free,,,:of the ~Uni ted States,or any state,or political subd,ivisior.t~_er~~.f,or of .any forei~count~y,which ~re ownedat.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 mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of Which were payabl~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 a.ccrued 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 the.reof at such time. .... In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,shdwing 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 ousiness as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.• . . The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two ·years of decedent's death,in contemplation of decedent's death,or intended to t~ke effect in pos~ession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship.of the transferees to the decedent,the proportionate share received by each t~a~sferee and..-.."r ......all other facts of a pertinent nature'regarding said transfers.-In'the'case'of'tr'ansfers'intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY of the deed,trust agreement or other instrument creating the trust.Ther'~is alSI)set forth in said schedule a list of all property,real and personal,with 'its value,which pa~ses 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. ...\."-'oJ \•._ That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this eS,tate 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 a~other or others,including i~tangible,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 n.am~~~addres§i and relationship,.it;an,y~ of co-owners to the decedent."i. That.Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in.consequence of the death of the decedent;debts and claims owing and Impaid at time of,. death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax ~ssessed can be reassessed in accordance thereWith. That the totals of the appropriate columns in Schedules "A",'"B",'"C",fiE",and "F"asdirected therein,· have been carried forward and properly registered in the Summary. BA,NK,WESTERNPE Execut r By','"J f"':.•,...-rl ~ (Lawrence W.Kaplan,Trust Officer.-. Trust De~eetN~~b6~Box 3390 . P.i.ttsb.llr.gh,P.enns.yl.v..ahia 15.2.3.0 (City or Town and State) ~~~~n...<fU,~~. Subscribed and sworn to before me this ~.~.;r.g .. Notary P ic Uf~1.GlkMMAR10,NOTARY F'IliUC McKEESPORT,ALlEGHENY coum t.R'COMMISSION EXPIRES MARC"1,t~ NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case 'the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data a.nd statements required under the paragraph above relating to Schedule "B"are attached.Also make certa.in that column #1 in the "Summary"has been properly completed as above-directed. .....................................................day of J.:~.~19..J?.§..~ j IiG.~'~•,. COMMONWEALTH OF PENNSYLVANIA I TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELA- TIONSHIP OF OTHER OWNERS. The real property located in the Commonwealth of Pennsylvania shoDld be described by lot and block number,street and street number,together with 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 acres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued interest on mortgages,etc., are to be llsted on form RCRI-IO and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ALL that certain parcel o-f land situat~in the Third Ward of Monongahela City,Washington County, Penna.,being Lot No.Sixty-six (66)in the Home Place Plan as recorded in Plan Book Vol.2,~age 190,said lot being described as follows: BEGINNING at the Northwest corner of Sampsorand Try street,thence extending Northwardly alcng the Westwardly side of said Sampson Street, Fifty (50)feet to Lot Number Sixty-seven (E 7). in said Plan1 thence Westwardly along the Scuthern side of said Lot Number Sixty-seven (67).,Or e Hundred Thirty-eight and Sixty-two hundr~dtls (138.62)fe~t to Miles Street;thence South~ardly along th$Eastern side of said Mil~s Street, Fifty and Forty-four Hundredths (50.44)feet to Try Street1 thence Eastwardly along the Northern side of said Try Street,One Hundred Thirty-three and Eighty-eight Hundredths (133.88)feet tc the place of beginning. BEING the same property conveyed to Robert r. Urbahns by the County of Washington by its De~d dated November 10,1943,and recorded in the Office.of the Recorder of Deeds for Washington County,Penna.,in D~ed Book Volume 672,page 305. (See also Decree dated'December 5,1955,fiJed at NO.397 November Term 1955,in the Court of Common Pleas of Washington County,P$nna.) Appraised value rJ:RA!1.$3,000.00 /.0 .7fd (~:xcclltor·Admini6tr.tor mu,t total eolumu :'\0.2 and carry total to column No.1 in"Summary"on rCVerF-e Bide of tichHtulC'D.)xxx X $3~000.00 ,..• ~I-33b COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCr;TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Ca.h in hand,Ca,h on deposit,Bonds and Mortgages,any interest In a Copartnership or UnIncor- porated Bu.ine.s,Judgments,Royalties,Rights.snare.in Trust Fun·ds,Leaseholds,Pensions,PromIs- lory Note.,Claims,Insurance payable to Estate of Decedent;Annuity and Endowment Contracts; Corporate Bond.and Stock.,with Accrued Intere.t and Dividends Declared and Unpaid to Date of Death,Accounts Receivable.Jewelry,Wearing Apparel,Silverware,Houlehold Good.,Automobiles .nd All Other Personal Property of Every Nature Wherever Situate.(Property held jointly by decedent and another must be li.led .howing name.and addresses of other Joint Owners and their relatlon.hlp to decedent.) Unit Values (1) ESTIMATED MARKET VALUE AT DATE OF DEATH (2) DEPARTMENT VALUATION CAUTION (Do not write in this space) p.0625 t 3.50 1..4.25 2fi.1875 6~.125 2~.0625 457.00 14.49 1,830.00 27.47 4,175.00 48.48 (c mtinued) 606.25 15.00 9,675.00 6,312.50 4,612.50 50.00 50.00 2,912.50 5,456.25 17,625.00 300.00 4,325.00 1.20 1.00 1.00 100.00 19,865.60 369.00 4,777.75 19,375.00 11,531.25 3,481.25 15.00 19,437.50 24,066.00 5,525.00 4,593.75 27,788.75 1,,850.00 33.00 4,000.00 40.10 469.69 10.82 452.97 10.82 7.75 ~3.875 3.8125 "3.750 t 3.75 8.50 10.00 14.5625 5~.5625 35.25 1.00 21.625 0.015 .025 .0033: 100.00 c 93.28 ~1.1875 ~8.75 .;8.4375 ~4.8125 100 shs American Petrofina Inc.~common Dividend ther~on to 4/27/65 400 shs Ametek Inc.,common 100 shs Atlantic Refining Company,common 200 shs Arco Corporation,common Dividend thereon to 4/27/65 5 shs B and M Oil and Gas Company,common 200 shs Baker Oil Tools,Inc.,common 100 shs Continental Can Co.,common 500 shs Duquesne Light Company,common 300 shs Fi$ldbrook Foods,Inc.,common 200 shs General Tire and Rubber Co.,common 80 shs Goldfield Deep Mines Co.,common 40 shs Goldfield Development Co.,common 300 shs Homemak~rs Savings Corporation 1 she Monongahela COl,.U1try Club 20 units Municipal Investment Trust Fund Dividend thereon paid 5/7/65 116 shs National Gypsum Company,common 500 shs Pennsylvania Power &.Light Co.,com 300 shs Philadelphia Electric Co.,common 100 shs Radio Corp.of America,cqmmon Dividend thereon paid 5/7/65 250 shs Texaco Incorporated,common 1,008 shs Tennessee Gas Transmission Co,com 400 shs The Oil Shale Corp.,common 105 shs Union National Bank of Pgh.,cap. 517 shs Western Penna Nat'l Bank,capital 100 shs Wood Industries,common 10 shs Woodrock Oil and Gas Co.,common $4,000 U.S.Savings Bonds,Series H Accrued interest ther~on to 4/27/65 $500 U.S.Treasury Bonds,2.50%due 6/15/69 <3.9375 Accrued interest thereon to 4/27/65 $500 U.S.Treasury Bonds 2.50%due 12/15/72 cO.5937 t Accrued interest thereon to 4/27/65 $2,000 Penna.Railroad General Mortgage Bond Series E 4.25%due 7/1/84 (1.50 Accru~d interest thereon to 4/27/65 $400 Consolidated Electro Dynamics Conv. Debs.4.50%due 6/1/84 Accrued interest thereon to 4/27/65 $5,000 washington Joint'Authority sewer Revenue Bonds 3.00%due 7/1/93 Accrued interest thereon to 4/27/65 (.:x.cut"r.A<lminl.tralt,.mllot total ".:.tI_t.<I Mark.·t Vlllu,,"column So.1 alld ca"y tot.1 t toluUln Xo.1 in "Summary"on r(~vel'8e .fide Qf 8t"hedule D.) Note:This schedule must list all intangible personal property such as,cash in bank,bonds and mortgages,promissory notes,claims,insur- ance,corporate bonds and stocks,aecounts receivable,interest in p~rtnership,etc.,even though physically located outside the Co~on wealth at the time of death.As to tangible personal property (e.,.,Jewelry,wearing apparel,silverware,household goods,books,pamtmgs, automobiles,boats,etc.)state where It was actually located on the day of the decedent's death.Tangible personal property which i.,definite- ly established to have been physically situated outside this Commonwealth other than for a temporary purpose,is not subject to tax in this Commonwealth.In the absence of a specific declaration as to actual situs,said property will be presumed to have been physically present within this Commonwealth at the time of death. L _ ~.-,"~. SCHEDULE II B"(Continued) 4,675.00 136.36 2,200.00 1,288.43 ')I~.J AN IG,,'I ,12,694.62 121.52 II 15.54 I 95.67 43.70 13.97 3.00 2,9bO.00 $5,000 Authority Borough of Charleroi Water Revenue Bond 2.75%due 5/1/74 93.50 Accrued interest thereon to 4/27/65 Payment for tender of 100 shsMatin Marietta Corporation 22.00 Babbitt Meyers and Waddell,balance in brokerage account Balance in Western Penna National Bank, Monongahela Office,checking account No.042-379-214 All American Life and Casualty Company, unearned premiwn on Policy No.16S479 The Medical Protective Company,unearned premiwn on Policy No.254560 Lumbermens Mutual Casualty Company,refund of premiwn on Policy No.P12-251,Cert.10325 Massachusetts Protective Association,refund of premiwn on Policy No.669577 Smith and Daugherty,refund of premium on INA Professional Liab.pOlicy No.XIC31065 J.B.Lippincott,cancellation of subscription One 1962 Lincoln Continental Sedan One 12 Gauge Winchester Model 21 with 2 sets barrels and leather carrying sease Serial No.16411 One 20 Gauge AYA Matador and case Serial No. 125610 One 16 Gauge Ithica double barrel and case Serial No.219270 One 32 Caliber S &W 4"barrel revolver with holster Serial NO.65148 One 22 Caliber H&R Sportsman revolver with holster Serial No.517808 One 32 Caliber S &W 311 barrel revolver,Serial No.34975 Accounts Receivable,Dr.urbahns medical practice One bookcase One lot office furniture One lot Medical Instruments One lot Bookcases and Medical books One lot Medical Supplies 225.00 55.00 40.00 20.00 15.ob 25.00 3,386.83 50.00 2,384.00 50.00 125.00 175.00 rJ I),//( if / ~.31 0:2-7.~ ·.-'_,RCC-36 c'omIO\"'Ii':,\LTI!0F PFXNSYLVAN1.\ TlU.N~FFH.INHElUTANCE TAX rm~IJ1EXT nFCFJ1ENT SCHEDULE "e" T'l\NSFEnS (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)No (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's 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)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)__N__O _ (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)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved/in decedent alone or others -------- (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)N_o _ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which conld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the ~ffirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)No NOTE 1:The answers to these questions should be supporterl by affidavit by the attem1ing 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 DESCRIPTION None MARImT VALUE (Estimated) DEPT.VALUATION (J)"'Jlt.Only) I l. Insert this tot:t,]0l'pos1 t"!"Transfers",Schedule "C"in the "As Reported"c'llumn 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 Western Pennsv1vania Nationa Trustee Bank P.O.Box 3390 Pittsburqh,Pa.15230 , Deponent further says that all the above-named benericiaries are _liVing at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. Dr THE Year ...6.5.... (Executor-Administrator must complete "As Reported"column #1.) C1 ...,"'1:i ~..,..,(1)(1)0 ~..,e:..til :::l til til til 0....,:::l "'1:i...,(1)e:.......... ~til 0x"'1:i "'d~(1)0-........ ~0 ~"'d trl (1).., til ........'<~....(1) Robert D.Urbahns Deceased Late of ....l\t1()IlPIlgCihE:!:J..Ci... REPORT AND APPRAISAL Commonwealth of Pennsylvania L County of ..Washington enc::~~>~...............::~en en(")(") ?'"?'"a ~>;:;:;:--- -EI9 "*-00 -EI9 -EI9 -EI9 .......... :N tv >til :~w :~:0 ~:w (1).......... '"...;,..'0'- 0 (:)~o Q- :N N ·0 .... :--...1 ;..,J ~o ~:..·0 -;lJ1 In 0:w :w 0 -EI9-OO-OO-El9~~ >:r. t:I2-~~.- :;Ir:c... .. .. • •;~CC-J:Je-!U CCMML)\WR.\UH tlF l'l·;NN~YL\':\NI.\ Tn.\.\~lTIt rXHJo:lU T:\NCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRrCTIOSS:This scherlule 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-awners to the decedent. D~scriPtion of Property,Date of Acquisition,N~;e-I unitIperce~t~ge Estate Address and Relationship of Co-Owners,and Place ,Value Share Valuation of Record of'Instrument,w~ere Real E;state.i . None I I Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest RCC'BI (2-e4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Western Fennsylvania.National Bank (Executor ~) IN YOUR RIPLV PLIAOE RII"IER TO 36-111-4 J In He:Est a te of R-=o=b-=e=-r-=t_D=....!..._U-.:r~b~a.~lm=s~_ _______...-:.W~a~s::.:.hin~·~gt~o:±.!n'____County - F He No.9139-177 You are hereby notified that the ~o~r1::c~=·~a=1:__ appraisement in the estate of Robert D.Urbahns has been filed in the office of the Register of Wills qf Washington County on.August 16 ,19-66.Said appraisement reflects the following valuations: Real Estate ~~3~·~O~O~0!4'~~O _ Personal property_-.:2~3~7~:~O~2~7~:~53~_ Transfers _ Total .::::24:l:.0~,~O~2:=.L7.JL.""53L---- 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. Dat e A~u,g~USUi2..ltoL.j,,......&l..l.6!.f.,--.L.J+9.lJ!66~_ Note:This is not a bill. Title A.MEIE,CHIEF APPRAISER RFSIDENT DECEDENT RCC-39 (6-64) ,'OWOl\:WEALTH OF l'FNN~YLV,\NI:\ 'l'~\A:\:;:FEn.IXH!\RITANCE TAY ~"-,-1.__•.,,0 URBAHNS,ROBERT D. SUMMARY ftTi'--POHT OF INHERITANCE TAX <\PPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"~"B","C"and "E". I.the unrlersigned #63 Wa,sbington the real and personal opposite each item in File #9139-177 Dated:08/16/66 04/27/65 u.~tCUL_-- INHERITANCE TAX A~PRAISER Dated: ======.- $-------- $_ $-------- 1;_ $-~-----$ =====:= (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX TOTAL TAX BALANCE PAID 240,027.53 =====:-- REGISTER OF WILLS ~------ *----- VALUE AS REPORTED VALUE AS APPRAISED VAL~U~E~'~A~S~~RE~~~AP~P~RA~I~S~E~D $1,000.00 $3,000.00._$~--,-_ 237,027.53 237,027.53.__.__ FOR USE OF REGISTER ONLY T ax on *;__!):10 $_ Tax on $.__10%~_ Tax on *"y1 $ Tax on $::~$------ Exemptions :~ Total Estate _ TOTAL TAX $_ Less tax previously paid *~~~==~==~~ BALANCE $-~-----Less 5%of tax if paid within 3 months after death $=======1- 3ALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to ESTATE TAX ASSESSMENTS Valuation of life estates or annuities INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) rOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 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. RF~ORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _, County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT 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. Will Administration !No. DJ THE Year . ¥ ~IATTER OF THE APPRAISEMENT OF THE EST.\TE OF .R.ob.ert...D..Urbalms . Deceased Late of . County of .:M.9I1,QpgEll:ll3J,.a,..... W;a.shington . L~,--- Commonwealth of Pennsylvania REPORT AND APPRAISAL ,~.,.'"t.iff'"-....-'Fonn RCC-2·Rl .--'\.....--PENNSYLVANIA DATE .....................f\,J:~y.~t.....l.9..t......+.9~9..COMMONWEALTH OF DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...................w~§.h.ingt.9.n ...........BUREAU OF COUNTY COLLECTIONS COUNTY ,......"."." HARRISBURG.PENNA..APPRAISEMENT FILE NO........9.:Q.9::.+.77................................:................ Whereas,......................Rober.t....D•....~r.b.ahns....................................................................late of ............Monongahela.................................................. in the County of ..........................:w:~s..h;i.ngt.Qn ........................................................................Commonwealth of Pennsylvania,having died on the ............................ZZth.....................................................day of ...............................~pr.il..............................19....65.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................A..........M~.l~.........................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoce. - $ H./i:AT ~f'y. A~np'r ~",h..~"lo "A"~()()()--1-00.., ~H:I-{.,-;r11\1 \T.TTY. As ner Schedule "B".2~7 027 _53__ -_. TRANSFERS:- l.T()NF.N()1\1'R JOINTLY HELD PERSONALITY: M()'MF.NONE - _. TarAL ')I.f'\fY)2-.p3------ I I I I .~. .- form~~v:~hb~:::~h~W("Tl·~/2~~m~='~.~o~~~~~c.eltu.~t~":tt~;;C.~E ,""-pprais€r ...............................~............................................................~~.(N\J ber and Street) I .........'M ..............................Penna................................, (Poat Office) - , ..qWashiJDgtan .....qqqq Coullty "-" .... t '.If' , n~ ·r </ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Robert D.Urbahas.............................. Deceased. Late of ......q~~()~<:>~~~f.1.~c.':q.q q q . Date of Death,Apri~....2.7,q..196.5.. Appraiumel!t Docket Vol.,q.J..9.. Page,1l1~4 No .913.9~177 . ........................................................................................................................ Filed in Register's Office,.....A~.t ....l6....19....6.6 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,q . Wrote abo,ut Appra.isement, Appeal jt-om Appraisement,. Entered and charged,. l )-1,__.u ~.~.i ~- r , I Form RCC-33 RESIDENT DECEDENT REMAINDER APPRAISA,L COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON J IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where deced~ntresided;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_an!!,EfitateTax Act of 19§1.) IN THE MATTER OF THE ESTATE OF Robert D.Urbahns (State full name of decedent) Late of ......-.....w..<.3.c.?.hJpgt,c>.P.nn ..nn..nnn. n,nn,nn..}==: County :~:t:r.;:::::~~:::ia:-::~-J." Eug§P.§?~:I:3.§J:!:g.§~..L r:r.~~?..t,...Q.tt.J.g.§.!.:..I.nnW§~t§.:r;r.:t ...J?§!.1,:t?:<.3.,.~N.a.::I:.~9 na1:I:3.a.:J:!:~.n.."....Executor ~kHll!r of the estate of the above-named decedent being duly sworn,depose and say Decedent'died l:\.p:r:.~.~ (Month) Name and address of attorney or} other authorized representative to, whom all correspondence should be mailed, 27 ....n.......,19...?n?.......,I'testate leaving a last will,copy of which is hereto attached.} (Day)(Year)Lintestate Eug§n§S ·:I?§I'l<:1§:L,'J:'r.:~E:lt.Officer ,.,.",.'.'.'.n.n'....nn West ern l?~nI'la.~Cl.:I::L()I1aJ,~ank,r~:t::l:11 &SITl:L:l:J::1:E ~~,~.<:1.St s • Pittsburgh,Penna.15222 That as such ~.~.~.~.p..t..Q.~deponent is familiar with the affairs of said estate and the property con- (Executor Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK'OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,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 ,da~e'Qf 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 o~agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,which are owned at the time of death;all wearing apparel,jewel~y,silverwar~,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,.,b~ats,~~~d.any.andall other personal chattels of whatsoever kind or nature,left by decedent,together with~the fairly estimated market value thereof;all bonds and mortgaltes held by decedent and of all claims due 'and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of .which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation-as to each item;all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death 'and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. t, I . In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly wi th 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 unpaid at time of,. death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. WESTERN PENNSYLVANIA NATIONAL BANK Subscribed and sworn to be ore me this .~.d!.,q..:!!....;day of.~~d 19.1,1 BY :L~£~;;;;.yust..Qf£icer ...~~........~.............................~.t...~.~p.~n9 $.m.;h.t.hJ.i..gJ.g $..t..§..,_. MARY COLAIZZI.~~JfMJllfublic (Street Number) PITTSBURGH.ALlEGHENY'cournv :P.i.,.t..t..e.P1l:.::r;::,gh J?.e.nnsyl.v.:ania 15.2.22 MY COMMISSION EXPIRES I\PRll 9.1973 (City or Town and State) Me~8~ns~~~~~o~i~~n~aq.fidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. . , RCC-34 (1-64)• COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT .,. ·SCHEDULE "A" .tEAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "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 Commo!'wealth of Pennsylvania should be (1)(2)(3)/described by lot and block number,~treet and street number,together with DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. None ~ Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35 POMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,. SCHEDULE "n" 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".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate or or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule•. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKE:!'VALUE (Do not write in this space) None I Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. RCC-36 rmmON'I'E.\LTH OF PENNSYLVA.N I A. T1UNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TR.A.NSFEIlS (1)Diet etecedent,wi thin two years ofeteath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__ (a)Was there any possibility 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)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ (8)Diet decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl 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)__ (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 supporterl 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 DESCRIPTION Remainder Appraisement: Robert D.Urbahns'wife died on 10/2/68.At the death of Robert D.Urbahns an election was made to pay on the life estate of the trust under his will.Kindly appraise the remainder estate. The trust assets on the date of death of Josephine Urbahns consisted of the following as shown on the attached schedule. Per Schedule MARKET VALUE (Estimated) $195,748.49 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. $195,748.49 ---------------------------------- ;f;• I 979'.9'1 ~~'l,q.3 ,Il--ii=dH ,, J .~39?9·/J~i~/(/'-;;2 -t,J' ~?t..II~'c-~.~ It>-t5,f"/~J!i 8 ..,·.'£/.5~Il'''>#. ~ t.-'S J"'EA>/f/~d..~r /2-/;J..-/R! .1ft/d.h'Jr:c ,.f Ch/f,:ll.,:1f4/'l",dER , :,/?P."?/~ IJ-,.,••'",r .,Il SIUM"J #iftu. #.::)."'~1.1 d•.IE 7-1-93 (v.1;i dd t-/-f~ ./ (;dtll.fi':R..(;,tN 1'-/1j.·5';",('/<:.)'F ~/!1;jl-'';-7-/-,'j'~1 /7 -Y.Cc /48'1.7.5' IJh~!£~:T;c'" :IJtJ~,"Ii e;I(,c /,I~£II' I.tJ 'I'/'i c:J//4-'"J CAs /17,;1.5,00 5'O,O() - 378,00 ,JtJ,;z 1 il 7.r I·.:.:<(, /f/.:iI,9~~ 0,,'1'/t:so ~E .F;",/cIj,,{l118 j( ,{;•.//I:G"!d'[}t;-'/lt:/C•. (;q /i rElit1-?/1/ft'ES (~. ;t:/'JEI'?Rk'P-Kf;s'~V"7$eMf? il-1...-"/C :,r't9/..f-.;v ~'~$t,G""1-;:::.,..,/ p,.,t"".,/1 I 0'1''::0'1'1 'C~> cJ,.!S/),;/r (~X'I' A-IVN,//"",:;;:''I L 1J41 I'h//'1.E/J:-c f,.,I r; ,3co //8 ;2 7.71.\"7:>- ,;l.(,000,00 /0 .(!...,'.".,.1 A,~f 'j /;',(',,/,-/iJ'lfj"'J('JJh 1,,1'£1 J.!-4';'-/%.~,~I:;/::;;;NA' "-~-'0._'_'"""-..•.'i_.F··~i,JO" ~'.>~.. 1reC-37 (12-6-<\..Ct)~!\Il),,"\n:ALT!i I.'.'t"!'~="",Y"YL\NIA T'ttA:\'SFER I1\IH:RITA:\"l'E TAX fU:SIDE!'\T DEl'Ell£NT ..I •'" SCHEDULE "0" 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 , -. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF 9139-177 (Executor-Administrator must complete "As Reported"column #1.) C1 --3 ""0 ~........~~0 I\j ....e:..'"::1 '"'"'"0 --3 .....::1 ""0~e:.......... I\j '"0x'0I\j ""0 ~0'"........ ~0 ~'0 trj (l).... '"~.....I\j.....(l) 1965Year D<THE (No.Will Administration Robert D.Urbahns Deceased REPORT AND APPRAISAL Commonwealth of Pennsylvania Late of ..MoI1oIl9c:il1,~1Cl.. County of Wi3.s l1 i P.g:tC>rl ..... i I enc::~~>-:::0Ii---0-<:W en en0~?"?"'?"n ~;;:::.;:--- "'""'"~"'""'""'"~:1-'~;~>-~:U1 '"..,.::0_~:...,J ~:~~-00 :00 'g-....,'0 ..... ~;~~c..\.0 :\.0'V'd "00 N010NlHSVM _. '"ItSlllMdOB31S1031.:1 l.:, ON IUVi'i 113 SSnH ') "6 ~j~I E HOr 69. 'Q 31 ,j ""''''''~'''''~~ >-:r. v8-~~.~ ::::r.c.. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA ~EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ~mSTERN PENNSYLVANIA NATIQNAL BANK IN YOUR REPLY PLEADE REFER TO 36-111-4 J In Re:Estate 0 f R_O....:;B....:;E....:;'R..:...:T=----=D:.....;.:..-...:U:....:;R..:::B::.::.A::.:H.::;N.:.,::S=--_ ______W.a.a:lAoJ.jSu.Hulu.Nllr.,!;",TTuOl.!.JNL3.-County -File No.9139-177 ~Gentlemen: You are hereby notified that the~RE~1~Ul==I~N=D=E=R~_ appraisement in the estate of·ROBERT D.URBAHNS has been filed in the office of the Register of Wills qf WASHINGTON County on .InJ v 2~,19Q.9..Said appraisement reflects the following valuations:' Re al Estate _ Personal PropertY J~9~5~,~7~4~8~4~Q ___Transfers _ Tota1 ___..,.......,1.....9"""5'-4,......7'-=4E;.l.8..........:4:::..9~__ As to such tax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after 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 __J_u_l-=-y_2_3~,_1_9_6_9 .__Signed Title ./A~ -CHIEF APPRAISER DATE OF DEATH:April 27,1965 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of URBAHNS,ROBERT (Last Name)(First Name) D. (Initial) DATE OF DEATH 4-27-65 FILE NO.9139-177 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". July 23,1969Dated:_--><'-"""'''''-J----''''->L.~......~'''----- 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 !feater 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 deductioo.~~~--"L Dated:~~-------------REGISTER OF WILLS BEMA.INDEB APPRA ISEMENT $--------+--- 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 -E COMPUTATION OF TAX $---~.u...,.~...;;wQ1L..:4~f.::!Q'-t7_ $--------1-- $--------1-- $-------4-- $--------1-- FOR USE OF REGISTER ONLY Tax on $ ,a ~'7A Q it a 2% ~,~ Tax 6n $6% Tax on $5% Tax on $10% Tax on $15% ~~ptiMs * Total Estate --1-__ TOTAL TAX $ (*)As evidenced by Charitable Exemption Certificates issued ~Q1 Ll.Q7 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 $3_,....9~1'-"'4'---~97.Add interest at rate of 6%from ]-2-69 to 8-2-69 $1;36 AMOUNT OF ESTATE TAX ASSESSED $--------1L- Estate tax paid $l- BALANCE DUE $---11_ Add interest at rate of 6%from -------'lto-----TOTAL TAX BALANCE :=========~:~.... PAID $-...Je 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. The decedent's surviving spouse,Josephine Urbahns,died on Oct.2,1968. L""'------_ Will Administration !No. IN THE Year . ~ MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of .. County of Commonwealth of Pennsylvania REPORT AND APPRAISAL • ~~-----_...------_._-Form:RCC-2............~~.!.y......~.~..".......!.~.§..~.........................COMMONWEALTH OF PENNSYLVANIA DATE '..DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX \vASHINGTON.,.."COUNTY.IlUREAtf OF COUNTY COLLECTIONS ..................................................................................,.............,.. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....91.3..9.~.1.7.7 ................................."................... Whereas,......................gQ~.~.Rr......P...~......Y..R~AH.N~.......................................................late of ........................wASHINGT.O.N........................................... in the County of ...............~f.~§H.!.NG:T..Q.N ...............................................................................Commonwealth of Pennsylvania,having died on the .......................................Z.7.t..h........................................day of ........................A.p.r.i.l.................................19.....65,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.................y.l.A.....R.A......C.J.fANEy..................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Auet Values Made for Inheritance Tax Purpoles $ REMAINDER APPRAISEMENT As per Schedule attached 195748 49 II I. I Having been duly swo.rn acco~o law,~:;:re~~~~~e~o:;p~~~formity with law on this ............c2.:........................... I ~pprai..,r I..........................~............<jj;............................................................. (mbcrand ~ .....................5:.....-......-;#..(p~~·i ~......:..........,Penna.... ~ .....................'!JASHTNGTON...................CoUlIty REMAINDER APPRAISEMENT RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......................R.9..I,l.~R':I.'p..~.vRl.3..ABN.$.. Deceased. Late of WASHINGTON Date of Death,~.P~.~.!~.?.~!..~.~.~. Apprat"semellt Docket Vol.36,. Page,..~.!.!.:~..................No.9139-177...... Filed in Register's Office,~.~.::L.y ?}..,..19.§.~. Amount of tax due $J ...••••••••••...••••••••••••••.••••••••••••••••••••••••••••••••••••, DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. \.. -.~. ,~------ Fonn RCC-2 ...COMMONWEALTH OF PENNSYLVANIA DATE ..................~.~.p.~.~.~?~.:r.:......!.~~.~..~..~.§.~..DEPARTMENT OF REVENuE RESIDENT INHERITANCE TAX COUNTY .....#.6.3.....WASHIN.GT.QN..................BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.....................~.!.~.~.:..!..??.................................. Whereas,ROBERT D.URBAHNS MONONGAHELA.....................................................................................................................................................late of .............................................................................................................. in the County of .............W~~B'I~Q.~.QN...................................................................................Commonwealth of Pennsylvania,having died on the .........................................2.7.t.h......................................day of .........................A..p.r.!.l................................19Ji.?...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of PennsylvanIa; Therefore,I,........................w...•......R.~......G.HANJ~I ........................................................,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 possessiOh or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserveS the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. -. Description of Asset Unit Appraisement Values Made for InheritanceTaxPurpoles $ SUPPLEMENTAL APPRAISEMENT II CORPUS OF THE TRUST INVADED FOR THE USE OF THE LIFE TENANT." -. .._. ON AUf;ust 16,1968 the Trustee invaded the corp~_~_of th trust for the use of the life tenant in the amount of 10,000 00 t , -.-.--- ----.- -.., - ,-. - I I ! -form~V~~hb~~::~~~~L!M:~~:~~o~·~~~~=~~::~o~~ ,Appral.,r.... """"""''''''''''·''''''''..·'''''''''7·''''''''..(~~''';d'''8t~""."''''''''''''''''''''''''''...'''''''.'''''''''''''''' """"",.."."",..."...........-"..".."..,,,,,,,,nrr.,,""'iP;~.i''''''.''''''''..'''..''''''.·,.·...."...,Penna. WASHINGTON.,.County SUPPLEMENTAL APPRAISEMENT RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......~()I3E~1'..P~.VRBAHNS.. Deceased. Late of 1965 CHARLEROI..............................................-.............•...•........•...............••............•• APRIL 27DateofDeath, Appraisemei!t Docket Vol.,~&__._- Page,..../1..(..=<1 No..?'.~~.~~1.1Q.~177 Filed in Register's 0 ffice,..$~Pt..~...1.419..68 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal j1'om Appraisement,. Entered and charged,. .t • I,.·if :-- .JFormRCC·10 ,<t DEDUCTIONS ALLOWED IN.,t .ittfd 71v6V OFFICE OF TH£STATEMENT OF DEBTS THE SUM OF .,...."...,$""""'"''''''''''. <DiA::':;7~(I<:~REGISTER OF WILLS AND DEDUCTIONS OF Allegheny COUNTY ANn ,t>Gl::NT OF THE COMMONWIOALTH R~glster of Wills.Age"~pi" -~ Robert D.Urbahns L.ATE OF Monongahela,Washington County,Pa.ESTATE OF DAn:OF FILiNG APPRAISEMENT 7/23/69 OATS OF DEATH 4/27/65 ._H_lU __-"'-- OA"rE NO,OF NAMJi:OF PAYEE REMARKS AMOUNTVOUCHGIlt- Joseph Hoffmann,~squire court costs 44 00---- Russell Marino,Register- of Wills I audit adv.and decree 116 00 preparations $160 00IA t'JA'fJ;--;-,.L/1)rib /,),J/2'-~t-b9 -------.-,I {I I 1~5yv 6l/ ,_. ------,ql7V''r" I III , ! II I COMMONWEALTH OF PENNSYLVANIA }ss:I AlleghenyICOUNTYOF I.Eugene s.Bender,Trust Officer,WPNB HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWL.e:DGE AND BELIEF.THe:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENsa OF I ADMINISTRATION SUBMITTED TO THE ESTATE OF Robert D.Urbahns ZfJED.AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.?~~M I I Ch BY;.e--z ----(I..S.l SWORN AND SUBSCRIBED BEFORE ME THIS c>(7 DAY Of"Ell:?,ne s.Bender,Trust Officer~/<'..~,'b=~ikLd:-~76' Nota Public MARY COLAIZZI,NOTARY PUBUL~~y PiTTSBURGH.ALLEGHENY CO 973 I,;Y COMMISSION EXPIRES :~~~~o;No~ariet 'l\ember.PenllsylvamaAssOCI I BF3IDENT DECEDENTS rue No.9139-177 OFFICIAL RECEIPT Transfei'1.D.heritance and Estate Tax -----------_--:.~-~.::.,...----=::::::::::===============~=====~~../ COMMONWEALTH or PENNSYLVANIAFormRCC-4-RI-3-66 No-978903 Date September 19,19JUL Offico REGISTER OF WJLLS.__---'WwA:wS~H~T'"'N.u.G.L.ITI._IoQ...NIL___.APa. __........lIlWu:A..",S;uH:.LTLJNL1IG-.x.T..L.WO.uN 'County,S8:Received from Western Penn.Bank (Executor,Ndti\U(jJWdWr1*~of the estate of ROBERT D.URBAHNS who died April 27,19-6..5..,the sum of TWO HUNDRED and 00/100'- - - - - - - - - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax •NOTE:In accepting the tramler Inheritance tax on luture estates 'l5tlor to tbe death of the Iile tenant or tenant lor r,ears,as evidenced by this roceipt,it is understood that tho Com-•monwe<rlth shall not be prec uded or prevented from hereafter assessing additional Inheritance tax at the death 01 the lile tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. I , •I 5"10 $ 10"10 $ 2"10 $200,00 15"10 $ MOORE BUSINESS FORMS,INC.,ElMIRA,N.Y. Register of Wills Total $ZOO.00 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May'28,1956,P.L 1757,effective June I,1957,.as amended by Act No.381,approved july II,1957,and Act No,207,1961.Section 302, SEArl~#,#~. Tax on $_ Exemptions 0 $=========== Tax on •_ Tax on $_ Tax on $__]LJO~,....O'.loOLJ"OL.t....O.uOoL...-_ Total Estate $--'-__ 36-111-4 Total Tax $ $10,000.00 Less Tax Previously Paid (if any)$. $10,000.00 Balance $ Less live per centum of tax ilpaid J $within 3 months alter date of death $ $Amount of Estate Tax Assessed under the Act of May 7,1927.$ $Add interest at the rate of "10 $froni ,to $ $ Valuation Valuation $,------ $,------ Total $_.-11....04,.....0.....0.30<.0.....0"",0:>.<-- $,------- Total Dato Supp.Appr. Total Gross Assets Less Debts and Expenses of Administration Estate Tax Assessments Date'19__1jI.$_ ________19_'_!:$=============== Personal Property NOTE,To bo d.u.o.od to tcccpcrye.by R.to.of Will. ,Clear Value of Estate Valuation of We Estates or Annuities Date_-,--19__ _________19__ Real Estate