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Home My WebLink AboutOC1970-0136 - ESTATE OF BUCHANANAFFIDAVIT OF ADMINISTRATOR C.T.A. STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL, BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the administrator C.T.A.of the estate of HELEN BRICE BUCHANAN,deceased,that the following" schedules constitute a complete inventory and appraisement of the real and personal estate of HELEN BRICE BUCHANAN,deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite ea,ch item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just apprais ~ment of each item made by the above named Administrator. j Swo:-:-n and subscribed before me this l/Arlie W.Ot,c , TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY ADMINISTRATOR C.T.A.ESTATE of HELEN BRICE BUCHANAN,DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of HELEN BRICE BUCHANAN,Deceased,late of South Strabane Township,Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Cash Mellon National Ban~and Trust Company Washington Office' Checking Account No.353 -5490 Balance l/26/70 Mellon National Bank and Trust Company Trustee under Deed of Trust of Helen B.Buchanan dated March 4,1969 Principal cash $508.92 Net income on hand as of 1/26/70 6,023.24 $1.59 537.86 6,532.16 $5,000.00 $3,000.00 Mellon Bank,Trust Department Savings Account The Union Central Life Insurance Company Ten monthly payments of $33.08, each due 2/14/70 to 11/14/70 inclusive to complete installment year under settlement agreement of Policy Numbers 778473 and 786192 on the life of Gerrit Smith Buchanan Metropolitan Life Insurance Company Proceeds of Contract No.224518RB Treasurer of the United States Social security 1UI,?P sum death benefit Second Federal Savings and Loan Association Interest payable 9.'27/68 Pennsylvania Blue Shield Medicare and 65 Special benefits under Claim No.181-28-1156A covering period 12/1/69 to 12/29/69 Blue Cross of Western Pennsylvania H.efund of unearned premium of Blue Cross -Blue Shield 65 Special Coverage Group No.66000-00 Agreement No.181-28-1156B Investors Diversified Services,Incorporated Partial refund of bond premium due to cancellation of lost stock surety bond Treasurer of the United States Refund of 1969 income tax declaration payments Washington Manor Refund of final bill Mellon National Bank and Trust Company 5.00%Income Certificate Dated February 14,1969 Due February 14,1979 New Kensington Municipal Authority (Pennsylvania) 3.10%Water Revenue Bond Series A Due January 1,1993 @49.0000 Option July 1,1960 Accrued interest from 1/1/70 to 1/26/70 - 2 - $1,000.00 330.80 1,000.32 255.00 50.62 28.00 10.20 7.70 400.00 211.97 5,000.00 1,470.00 6.46 $20,000.00 United States of America 3.50%Treasury Bonds of 1998 Dated October 3,1960 Due November 15,1998 @64.8750 Accrued interest from 11/15/69 to 1/26/70 $12,975.00 139.23 $21.000.00 United States of America 7.435%Treasury Bills Dated November 13,1969 Due May 14,1970 @96.241 20,210.61 166 Shares American Telephone &Telegraph Company (New York) Capital Stock ($16 2/3)@48.5000 1.108 Shares Anchor Income Fund,Incorporated (Delaware) Capital Stock ($1.00)@ 7.7200 90 Shares As sociated Dry Goods Corporation (Virginia) Common Stock ($0.50)@38.3750 34 Shares Continental Can Company,Incorporated (Delaware) Common Stock ($1.00)@69.5625 8,051.00 8,553.76 3,453.75 2,365.13 660 Shares Delaware Fund,Incorporated (Delaware) .Capital Stock ($1.00) 104 Shares Dravo Corporation (Pennsylvania) Common Stock ($1.00) 50 Shares Duquesne Light Company (Pennsylvania) Common Stock ($1.00) 13 Shares Duquesne Light Company (Pennsylvania) 4.20%Cumulative Preferred Stock ($50.00) 25 Shares Equitable Gas Company (Pennsylvania) Common Stock ($8.50) 146 Sh9-res General :\1otors Corporation (Delaware) Common Stock ($1.66 2/3) - 3 - @11.8600 @35.3125 @23.3750 @29.0000 @32.1875 @65.8750 7,827.60 3,"672.50 1,168.75 377.00 804.69 9,617.75 30 Shares Helme Products,Incorporated (Delaware) Common Stock ($5.00) 257.02 Shares Investors Mutual,Incorporated (Nevada) Capital Stock ($0.50) 26 Shares Koppers Company,Incorporated (Delaware) Common Stock ($5.00) @18.6250 @ 9.4100 @39.5000 $558.75 2,418.56 1,027.00 175 Shares New Santiago Mines,Limited (British Columbia) Capital Stock 160 Shares Pittsburgh National Corporation (Pennsylvania) Capital Stock ($10.00)@62.0000 Undetermined 9,920.00 565 Shares Ridge Oil Corporation (Delaware) Capital Stock ($1.00) (Company Charter forfeited 1931 -R.D. Fisher Volume III) 43 Shares Transcontinental Gas Pipeline Company (Delawa:re) Common Stock ($0.50)@17.4375 Dividend of $0.25 per share payable 2/1/70 to stockholders of record 1/15/70 20 Shares Washington Recreathm Company (Pennsylvania) Capital Stock ($25.00) (Company out of existence -Letter dated 3/13/70 from Commonwealth of Pennsylvania) ---0 --- 749.81 10.75 ---0 --- 770 Shares Wellington Fund,Incorporated (Delaware) Common Stock ($1.00) C.1.T.Financial Corporation Demand Note Interest from 1/21/70 to 1/26/70 @11.0300 $30.000.00 34.12 8,493.10 30,034.12 General Motors Acceptance Corporation Demand Note $1.000.00 Interest from 1/21/70 to 1/26/70 1.15 Jewelry Total Personal Property Appraisement - 4 - 1,001.15 1,195.00 $151,467.69 ,.••• I • None None REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA - 5 - c2 s// i INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF HELEN BRICE BUCHANAN, Deceased ~=j j-q.J.., '.-0en -n rT) t.:-r-~ rv _·w -;: (/)...-r1 Filed ~.4.6-,1971 j,>-Pl ;,...J ([)(;"",J c..::x:-=--(-.,__(I)" Z -.:-1 h)n-t- -4 ;r;- C?C~') ---1; 0 __,. o:=:~ '"U :--;; :t:>(J) ,)Attorney:James C.McCreight,Esquire McCreight,Marriner, &McCreight ~%,2J ~.J/ o -~, ,' I II, j I' i:,~-- , -,-"----............_-- WILL OF HELEN BRICE BUCHANAN. I give,devise and bequeath all of my estate, I direct my Executor hereinafter named to pay Witness my hand and seal this 2. l~ I,Helen Br1.ce Buchanan,of North Frank1.in Township, seized. . of whatso~ver kind and wheresoever situate,to my mother,Annie declare this to be my Last Will and Testament,hereby revoking after my decease. all my just debts and funeral expenses as soon as convenient any other will or wi~ls by me at any time heretofore made. II Union Trust Company,of Washington,Pa.,to be Executor of this I my Last Will and Testament.I authorize and empower my Executor I to sell any real estate or interest therein of which I may die II II I February,I 9 5 o. II!3.In event my mother,Annie F.Brice,'shall pre-' r decease me,then and in such case I give,devise and bequeath II all of my estate to my sister,Anna Orilla Plymire. I 4.I nominate,constitute and appoint Washington F.Brice,if she be living at the time of my decease. ,i H.j :1I)j-,Ii)I.I'II I II i I,Washington County,Pennsylvania,do hereby make,publish and III, I II IIt III! I I , I 1! J fI ~ I j \ f 1 j \, t, 1 I I I I i I I I I t I'!j ~\ I , I•f ;1 ;1 .1I';1 IIII "II~l 5 Signed,sealed,published and declared by the above named Helen Brice Buchanan as and tor her Last Will and Testa- ment,in the presence of us,who have hereunto subscribed our' names at her request as witnesses thwreto in the presence of the said TestatriX and of each other. ~""'.....L.L.t:C~ -"F;:~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION , NO.63-70-136 ESTATE OF HELEN BRICE BUCHANAN,DECEASED FIRST AND FINAL.ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY ADMINISTRATOR C.T.A. BALANCE DUE -$117,571.30 Fee - ~~;::J '--'~ttl .....~~(f}~").C"'_ ~:c~{'.l Z .----... .-::;.--~~~. ,.........", r:-, (......) .,.~~ ::<~,:.~ ~:":'"'.. co all PU"OrlS !'r;"i18 i;';anr;er ·';~'f?- Ai f.,,;.'.Ihll'i§.)fun t/{}~irr~y,~::.J. I do t.:,'"rf /.-,;":!".'.:..,---,-'-::/",;1;:' 00.'10erned of ti,e ;;;;I;(},t:;. ~oO&~.""- .J ,'10'G'ol{/&nced by /Dr )0/,"";-soribed by Stat"."",j /"~i'~835 ".., '4'."to "o.b3 71 -x::rf1,.'"''the"'1 J"".I ""s o:;,l-':!:"':.,.." .}.1·-1 "d {)J]d r::J57clal saa.tin .•tJI;""'~~'"fi"lj ''',',~71~v"~t"r;v~u j9 .....•if ,11 ....... j J ~.--Filed ._~;,.'J:.~: ~>-l..'.J'#~g FJ;'~'-=~n1w',.,. -n t:7'..,"'ft!l,flt~Wld:O I/J/~•.••••.•_._•••.•.;..l~ IfJ1/the Within aaoo§ii orlll8eRCfJO to tift Oourt tor oonnhnat/(ln,~_~.•.•............~.".~ JAMES C.'fItcCREIGHT,Esquii:-Qg'''7<>~r.nrj {"'.-'"a.0. McCreight,Marriner and McCreight Attorneys-at-law Washington,Pennsylvania ~'-.~16'\~j/SH'OO _________...i~., ",-... " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-70-136 ESTATE OF HELEN BRICE BUCHANAN,DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY i ADMINISTRATOR C.T.A. October 13,1971 SUM MAR Y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page Amount transferred from Income-Personalty Disbursements Receipts Page SCHEDULE "B" INCOME-PERSONALTY Page $157,096.49 5,000.00 Balance $162,096 49 49.459 29 $11,779 20 $112,637 20 Disbursements Page Amount transferred to Principal- Personalty for payments $1,845.10 5.000.00 Balance NET BALANCE 6.845 10 4.934 10 $117,571 30 HKR:kh The balance consists of the following: PR INC IPAL-PERS ONALTY Stocks: American Telephone and Telegraph Company 166 shares Capital FORWARD $7.944 65 $7,944 65 BROUGHT FORWARD Anchor Income Fund,Incorporated 1,108 shares Capital Associated Dry Goods Corporation 90 shares Common Continental Can Company,Incorporated 51 shares Common Delaware Fund,Incorporated 660 shares Capital Dravo Corporation 104 shares Common Duquesne Light Company 50 shares Common Duquesne Light Company 13 shares Cumulative Preferred Equitable Gas Company 25 shares Common General Motors Corporation 146 shares Common Helme Products,Incorporated 30 shares Common Investors Mutual,Incorporated 257.767 shares Capital Koppers Company,Incorporated 26 shares Common Pittsburgh National Corporation 320 shares Capital Ridge Oil Corporation 565 shares Capital Santico Mining and Exploration,Limited 17 shares Capital FORWARD - 2 - IIi j $7,944 i 65. i8,553 I 76 I 3,453 75 I 2,365 13 7,827 60 3,672 50 1,168 75 377 00 804 69 9,617 75 542 48 2,425 13 1,027 100 I 9,920 00 000 00 Undetermi~ed $59,700 19 BROUGHT FORWARD Transcontinental Gas Pipeline Company 43 shares Common Washington Recreation Company 20 shares Capital Wellington Fund,Incorporated 770 shares Common I $59,700 j 19 i 1749!81 II 000 00 8,493 /10 Ii, III $68,943 110, Bonds: New Kensington Municipal Authority,Pa.,3.10% $3,000.due 1/1/93,Optional 7/1/60 United States of America Treasury Bonds,3.50% $5,500.due 11/15/98 Miscellaneous: CIT Financial Corporation Demand Note Commercial Credit Company Demand Note Ford Motor Credit Company Demand Note Jewelry delivered (See Exhibit No.1 Page Cash INCOME-PERSONALTY Stocks: Investors Mutual,Incorporated 14.618 shares Capital Cash - 3 - $1,470 00 3,568 r-I 5,038 '13 $29,000 00 2,000 00 5,000 00 36,000 00 1,195 00 1 460 97 $112,637 20 I $133160 4.800 12.Q...I ·4 934 10 I $117,571 30I I i 1971 Feb. 1971 May 1970 Oct. 25 18 19 SCHEDULE "A" PRINCIPAL-PERSONALTY IReceiptsi Inventory filed ! To increase number of shares of Investors Mutual,I Incorporated,(Nevada),Capital stock held I to 257.027 shares ..1I Erroneously listed on inventory as 257.02 shares Stock Dividends j Received .90 shares,Helme Products,Incorporated Common Stock,in payment of a 3%stock dividend on 30 shares,payable 5/18/71,to holders of record 4/23/71. Capital Gains Distribution Received .74 share,Investors Mutual, Incorporated,Capital Stock,as a capital gains distribution of .025 per share on 262.94 shares held of record 9/30/70.$6 I III Iit~ 57 i , $15l,4€,7 69 j I 000 1 00 Dec.15 Received capital gains distribution on 660 shares Delaware Fund,Incorporated,Capital Stock at 0.36 per share to holders of record 11/19/70.I 237 60 1970 Aug. 29 Received capital gains distribution on 770 shares Wellington Fund,Incorporated,Capital Stock at 0.25 per share to holders of record 11/25/70. Exchange of Assets and Stock Splits 10 Received 17 shares,Santico Mining and Exploration,Limited,Capital Stock Undetermined in exchange f6r: 175 shares New Santiago Mines, Limited,Capital Stock Undetermined 192 50 $000 00 436 67 Sept. 1971 June 14 14 Received 17 shares,Continental Can Company, Incorporated,Common Stock,in payment of a 3 for 2 split on34 shares held of record 8/21/70. Original 17 shares retained as part of the split. Received 160 shares,Pittsburgh National Corporation,Capital Stock,in payment of a 2 for 1 split on 160 shares held Qf record 5/20/71.Original 160 shares retained as part of the split. 000 000 000 00 1970 May Disposition of Rights 20 Net proceeds of 166 American Telephone and Telegraph Company rights,(Issued to holders of record 4/10/70)$67.44 To reduce carrying value of 166 shares American Telephone and Telegraph Company,Capital Stock,from $8,051.00 to $7,983.56,the difference being proceeds sale of rights 67.44 FORWARD - 4 - $000 00 $000 00 Ii $151,904 36 1971 July 13 !i, ~II BROUGHT FORWARD I Net proceeds of 166 American Telephone and ! Telegraph Company rights,(Issued to holders of I record 6/3/71)$38.91 1Toreducecarryingvalueof166shares. American Telephone and Telegraph Company,Capital Stock,from $7,983.56 to $7,944.65,the difference being proceeds sale of rights 38.91 I $000 j 00 ij I 1 I 000 I00 I· $151,904 I 36 IiI 000 I00 f $15,000.00 15,000.00 1970 Apr.27 Conversion of Assets Without Gain or Loss Proceeds sale $15,000.CIT Financial Corporation Demand Note at 100. Carrying value $000 00 27 Proceeds sale $1,000.General Motors Acceptance Corporation Demand Note at 100.$1,000.00 Carrying value.1,000.00 29 Withdrawal of $1,000.Deposited at Interest in Mellon Bank $1,000.00 Carrying value 1 000.00 000 100 000 00 May 14 Proceeds redemption $21,000.United States of America Treasury Bills,7.435%,matured 5/14/70 at 100.,less increment credited to income $20,210.61 Carrying value 20,210.61 000 00 000 00 $5,000.00 5,000.00 $9,000.00 9,000.00 Proceeds sale $9,000.CIT Financial Corporation Demand Note at 100. Carrying value Proceeds redemption of $5,000.Mellon National Bank and Trust Company,Income Certificate, Registered,5%,matured 2/14/79 at 100. Carrying value 8 12 June 1971 Oct. 1970 Apr. Miscellaneous 3 Pennsylvania Blue Shield: Reimbursement for services of D.M.Dunbar,M.D.$19 80 1971 May 16 Pennsylvania Blue Shield: Reimbursement for services of D.M.Dunbar,M.D. 18 Accountants charge themselves with gain on bonds surrendered for redemption and payment to Internal Revenue Service as credit on Federal Estate Tax at 100.,as follows: $14,500.United States of America,3.50%Treasury Bond,due 11/15/98 $14,500.00 Carrying value 9,406.87 79 20 5 093 13 5 192 13 FORWARD - 5 - $157,096 49 I I I IIIIII, I!II Il, I I IIIi.I III 1 IBROUGHTFORWARDII,,i I , I I 1970 Purchase of Assets i i I Apr.10 $2,000.Commercial Credit Company i,Demand Note at 100.I $2 000 ~00 !I ' II I May 26 $23,000.CIT Financial Corporation 23,000 I00 IDemandNoteat100.Ij.I I June 15 $5,000.Ford Motor Credit Company i I I ~ Demand Note at 100.5.000 00 $30,000 00 Cash expended in purchase of assets 30.000 00 . Amount transferred from Income-Personalty .to make payment I ,I Disbursements 1970 Administrative Expenses IFeb.20 Observer-Reporter: Advertising Grant of Letters $14 00 I 20 Washington County Reports: Advertising Grant of Letters 14 100 20 Commonwealth of Pennsylvania: Six Death Certificates 6 00 Mar.11 Joseph P.Ames:Jewelry appraisal 15 00 1971 Feb.28 Register of Wills,Washington County,Pa.: 2/22/71 One Certified Copy of Will $4.50 2/28/71 Filing Inventory 29.00 33 50 FORWARD $82 50 - 6 - ii $157,096 149 __O.;;.;O;;..;O;...~ $157,096149 5 000 00 $162,096 49 !IIII BROUGHT FORWARD I $82 j 50 1971 i , Oct.13 McCreight,Marriner and McCreight:I II2/20/70 Reimbursement for payment to Register of Wills,probate of Will and I ISixShortCertificates$16.50 I7/2/70 Reimbursement for Notary fees 1.00 10/20/70 Payment on account of IAttorneys'fees 3,000.00 I i10/13/71 Payment in full of I Attorneys'fees 4,060.00 7,077 50 13 Mellon National Bank and Trust Company: Compensation as Administrator,as follows: 12/24/70 Payment on account $3,000.00 10/13/71 Payment in full 4.065.00 7 065 00 14,225 00 I 1970 Preferred Debts ! Feb.24 D.McCarrell Dunbar,M.D.: Professional services $192 00 Mar.11 Piatt Funeral Horne:Funeral expenses 1.611 25 Apr.9 The Washington Hospital:Hospital expenses 16 28 1971 May 3 Kurtz Monument Company:Grave marker 610 00 2.429 53 1970 Other Taxes Apr.24 Commonwealth of Pennsylvania: Payment on account of Pennsylvania Inheritance Tax being 15%on $126,666.67 $19,000.00 Less 5%discount 950.00 $18,050 00 1971 IMay18InternalRevenueService: Payment in full of Federal Estate Tax per Return IForm706filed,as follows: Surrender of $14,500.United States of America,I3.50%Treasury Bond,due 11/15/98 at 100.$14,500.00 IAccruedinterestfrom 5/15/71 to 11/15/98 227.11 $14,727.11 Cash 27.13 14 754 24 32,804 24 1971 Loss on Sale of Assets May 19 Proceeds sale .90 share Helme Products, Incorporated,Common Stock at 17.50 $15.75 Carrying value 16.27 52 $49,459 29 - 7 - SCHEDDLE "B" INCOME-PERSONALTY Receipts Dividends American Telephone and Telegraph Company, 166 shares 4/1/70 to 10/1/71 Anchor Income Fund,Incorporated,Capital 1,108 shares 2/20/70 to 8/24/71 Associated Dry Goods Corporation,Common 90 shares 3/2/70 to 9/1/71 IiI!Ii'.!Capital I I• I i I; $755 I30 I 731 128 I 1891 00 Continental Can Company,Incorporated,Common 34 shares 3/16/70 to 9/15/70 $57.80 51 shares 12/15/70 to 9/15/71 81.60 . Delaware Fund,Incorporated,Capital 660 shares 3/16/70 to 9/15/71 Dravo Corporation,Common 104 shares 2/25/70 to 8/25/71 Duquesne Light Company,Cumulative Preferred 13 shares 4/1/70 to 10/1/71 Duquesne Light Company,Common 50 shares 4/1/70 to 10/1/71 Equitable Gas Company,Common 25 shares 3/1/70 to 9/1/71 139 40 528 00 I 254 80 I 47 81 145 25 97 00 General Motors Corporation,Common 146 shares 3/10/70 to 9/10/71 Helme Products,Incorporated,Common 30 shares 4/1/70 to 10/1/71 Investors Mutual,Incorporated,Capital Stock Distributions Received 2.638 shares,Investors Mutual, Incorporated,Capital Stock,as an income distribution of .0975 per share on 257.027 held of record 3/25/70 Received 3.249 shares,Investors Mutual, Incorporated,Capital Stock,as an income distribution of .1025 per share on 259.665 shares,held of record 6/25/70 FORWARD - 8 - shares $25.06 26.62 $51.68 $3,795 54 1,806 56 5,430 93 7,237 49 "'4.~..~~.~~~,....'"'--.....~~I I\I II;.'II II .,• I I II,I I IlIIIBROUGHTFORWARD$51.68 !$3,795 I 54 ,.I IIReceived3.107 shares,Investors Mutual,i j tIncorporated,Capital Stock,as an !IIiricomedistributionon262.914 shares I Iheldofrecord9/29/70 27.61 IReceived3.017 shares,Investors Mutual,IIncorporated,Capital Stock,as an ~I I I Iincomedistributionon266.761 shares,Iheldofrecord12/31/70 28.01 Received 2.607 shares,Investors Mutual, Incorporated,Capital Stock,as an income distribution on 269.778 shares, I held of record 3/25/71 26.30 133 60 IKoppersCompany,Incorporated,Common 26 shares 3/14/70 to 9/15/71 72 80 Pittsburgh National Corporation,capital 160 shares 4/10/70 to 4/1/71 $536.00 320 shares 7/1/71 and 10/1/71 224.00 760 00 Transcontinental Gas Pipeline,Common 43 shares 5/1/70 to 8/1/71 72 24 Wellington Fund,Incorporated,Common 770 shares 3/31/70 to 9/30/71 596 75 $ Interest-Bonds New Kensington Municipal Authority,Pa.,3.10% $3,000.1/26/70 to 7/1/71 $133 04 United States of America Treasury Bills,7.435% $21,000.Increment to 5/14/70 789 39 United States of America Treasury Bonds,3.50%I$20,000.1/26/70 to 11/15/70 $560.77 I14,500.11/15/70 to 4/26/71 227.11 5,500.11/15/70 to 5/15/71 96.25 884 13 Interest-Demand Notes CIT Financial Corporation Demand Notes Interest collected during the period 1/26/70 to 10/12/71 $3,809 74 Commercial Credit Company Demand Notes Interest collected during the period 4/10/70 to 10/6/71 187 28 FORWARD $3,997 02 $ - 9 - I IiIj 1970 Apr. BROUGHT FORWARD Ford Motor Credit Company Demand Notes Interest collected during,the period 6/15/70 to 10/4/71 General Motors Acceptance Corporation Demand Note Demand Notes Interest collected during the period 1/26/70 to 4/27/70 Interest-Temporary Deposits Deposited at Interest in Mellon Bank Interest collected during the period 2/1/70 to 4/29/70 Interest-Income Certificate Mellon National Bank and Trust Company,Income Certificate,5% $5,000.12/30/69 to 6/5/70 Miscellaneous 3 Metropolitan Life Insurance Company: Accrued interest on contract No.224518 RB issued to Helen Brice Buchanan -10 - I!02 $7,237 49$3,997 I, I 1I 390 I 80 ! iI!I 4,407120I08 90 I 10 72 106 94 16 15 $11,779 20 1971 Mar. Apr. .Oct. SCHEDULE "B" INCOME-PERSONALTY Disbursements Administrative Expenses 26 Internal Revenue Service: Federal Income Tax for year ending 12/31/70 2 Treasurer,Washington County,Pa.: Personal Property Tax for year 1971 13 Mellon National Bank and Trust Company: Administrator's compensation Amount transferred to Principal-Personalty for payments -11 - $1,064 35 191 79 I 588 i 96--;:-t; 5 000 00 $6,845 10 ~------~-------------------------------------------------, EXHIBIT NO.1 Advancement on account of distribution: PRINCIPAL-PERSONALTY Anna Orilla Plymire,Residuary Legatee: Advancement on account of distribution under Article 3 of the Will: Jewelry delivered 3/11/70 -12 - $1,195.00 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) SS ARLIE W.OTT,Trust Officer of the ,"':. MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly sworn according to law,deposes and says that more than six months have elapsed from the date of the grant of letters and from the date of the first complete advertisement of grant of letters of administration C.T.A.,that the disbursements shown in the acc~unt have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily be1ieve~. TrUSt Officer .Sworn ,to and subscribed.-...... befdfe 'm~this I CI d day J ,.of '~~A.D.1971 cJt~);/J;~ Notary Public . DOLORES P.MblEDITH.Notary Public Washington,Was lin".In County,Pal My Corrr:c1~Slon Expires January 28,1975 REQUEST FOR DISTRmUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, Trust Officer ,------------------------------------~~~~------ '.Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION ADMINISTRATOR'S c.t.a.NOTICEESTATEOFHELENBRICE BUCH·ANAN deceased late of SouthStrabaneTownship,Washington COuptri Penna.Letters administration,c.t.a.upon the above estate having been grant·'ed to the undersigned.notice i~ I herebY,given to those indebted there-,to to make immediate payment andto'those having claims or demands to present them for settlement. MELLON.NATIONAL BANK&TRUST CO.,Administrator. c.t.a.40 South Main StreetWashington.Pa.15301 .McCreight,Marriner &McCreightAttorneyWashingtonTrustBuildingWashington,Pa.15301 '7037·Fri.·3T '-. Sworn to and In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784.as amended. Commonwealth of Pennsylvania.County of Washington,SS:. Pe'rsonally appeared before me,a Notary Public in and for said County and State•.......Ric.ha.r.d S..!'!c..9.W.~who being duly s,worn according to law,deposes and says that he is the Secre.t.a.r.y .. of the Obs'srver Publishing Company,a Pennsylvania corporation.and its agent in this behalf;that the said Company is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer.established September 18,1871.and The Washington Reporter.established August 15. 1808.a daily newspape,r of general cir'culation.printed and published and having its place of business at Washington,Washington County.Pennsyl- vania.where it or its predecessors have been established and published continuousIy for more than six months prior to the pUblica;tion of the notice hereto aHached;th3lt the printed notice or advertisement hereto attached is a ,copy of an official advertisement.official notice,legal notice or legal advertisement,exactly as printed or published in the Ob~'erver-Reporterin its regular editions on the follOWing d,ate or dates;. ,~.~!?~.~~.~y ~~.J.?.Q ~.n.:~~.'!.,~~.!9... that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of s'aid notice or advertising and that all of the aUsga. tions'of this affidavit as to the time,Pla~nd character of publication are true......~d.~~. SUbsc~J1'0re me this..2.1...day o;!.~.'!'.~.t.1J.~.y 1970 Pf~~~~~~ WASHiNGTOrl,WASHINGTON COUNTY M\LlHliMISSWN EXPIRES MAY 6.197~ Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaa legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March Sl,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: Estate Notices The Register of wms has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • •• ••• •••••••• ••• BUCHANAN,HELEN BRICE,Dec'd.i Late of South Strabane Township,I Washington County,Penna.Administrator.C.T.A.:Mellon Nation- al Bank &Trust Co..40 S.Main St.,IWashington.Pa.15301 Attorneys:McCreight,MarrinBerl & .McCreight,Washington Trust dg.,l.Was~l1gton,P~15301 -_I ......f.~.9..DIg.r..Y.*.9..,?.Q.,.!.nQ . .....~~f..£h :?.J ~.9..7.Q .. that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publication =true.tlfaz!(J __lQ-Kl-L~ -.--..-~._.I-EdItor . Sworn to and subscribed before me this .~.._~__--'-->- 5..tll.day of Ma.,t.ch ,19..7.~Q.:.. ......d~-/.(1 ..~~. Notary Public [(ATHERllilE C.NlCHOLAS,Notary PuMid WashinJt~n,Washington Co.,Pa, My Co"'~i~sbn Expires ~,ovember 1,1973 ------------------------------------j ~1t t.lp:Q.tUUt"!of <!tnntmnu iUeHn nf lillhlfi4ing1ntt ([huntly ®rpl1ang~Qtonri iHuinion In the matter of the Audit of Account in Estate of_HELEN BRICE BUCHANAN TO THE AUDITING JUDGE: Nc.63-70-136--=-------- Enter_--"o--:u=r,--appearance for Mellon National Bank and Tr..u.s..t Compan;}L,. Administrator C.T.A. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to a,n account as filed,shall be concisely stated in a separate paper. Council suggesting proper distributioll shall file a soparate concise state- ment in that regard. ''Vd "00 N01':~NIHSVlA "1"'11 11 -1('""151"311OJIii'i ••,.'tj.'J.V U ONIH'~'W T13ssnH L0 21 Ud 21 H\1r 2L ~0-'""1 ",I .,:j I j PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of....:.H~~~N.J?BJ..g.~..J?JJ.gH!\NAN_..._.._. Deceased No ~~.:.7.Q::.P.~__. Fiduciary_M.ellQn.N.9.tiQJ:J..<;l.l.B..gnk.R-.nd . .....';I;'.:!:~.~~..g.?~p.~gy.~..Ac:l:~~g~~~!.~~~!..g.~.~~..A. Date of Date of Decedent's death J,g.XJ.USl-x:y:..2..6."19].Q Grant of Letters...f~J?X.'9-~!y.JQ,..J~.?.Q . This is the fiK.S.t..gDg..fiP.-.~.J account filed in this estate ,.......-.--.·T -('r-o -...-.'~-r.......:""".....'.--i1";,-" If there have"'oeenL.forrrieraccounts"'filedJ in·this~"estare~;1ist file number-or'number and term...N...A •....................... -__I Election to take Under or Against will.(cross out one)N.A. Date Election Place of; Filed Record :-.:r..•.'__.>... j J.l ,I ..... Name of surviving spouse N.one ___.__::-::.J --..--- _.._ _ _ . List issue,where material: None ., Did decedent marry after execution of will?(indicateh~No.Any children born after execution of will?(indicate) ~No.If answe~y~~;r1a~e them ___._..___.. ; ---~..-._..-..-_.---_._-----_._-------.-._--.------------.--.---.----..-..----------.-..------.-.----.------.-..---.-------.----..-.J.~----:.~._-.;=.-.:-..-------. <. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Annie F.Brice (Died October 27,1955) Anna Orilla Plymire Sister Entire Estate N.A.I • List,if exceptions to above:-~:Lapsed:Give Cause: --..-"....,'~~ Annie F.Brice predec~a~.e~,having died O~tober 27,1955. ., If partial intestacy,give facts: ",".') Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivisicm co)received written notice of the filing of the account and of call of audit?Yes.:xbm..- If any exception give cause:..,.(.-,,J:."•4 "--',-,."~-) File copy of Notice _,~~,..'_,)J "v '::""0',: d f Q t b 19.1971 J -",.,-~,"" .~~',and ate 0 mailing C Q ex....,....~,.,~~::'-..:.:.:..~~..~::..:\:.'-~;:'-=••••• -'1-.J .~..l '-/J.j ''--<\....''-"..., t • • • Is estate subject to the filing of ~F!deral Estate ,Tor Return?:¥..~.?l ...!.~~~~.J?:.~~~~~..~P.!..~~..~.~.~...~.~~.~.~...g.~.?~~.~~ ,.,..letter dated July 19,1971 filed herewith. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.)~J..Q?.9..p.-'~:.~~..~~..~.<;:.~~~.J?:t . ,($19,000 less discount) If the Will makes any portipn of estate subject to a life-estate,give name and birth date of life tenant . N.A. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. The Praecipe of the Washington County Personal Property Tax Division dated December 1,1971,is denied.ThN5..~~ate,however,admits liability for personal property tax in the amount of $53.68 including interest and.--...-......,-,-.,-"".'~)--\--:-..........'".'';)"~-..penalti.~A oetcii1ed llsting-of this liabltlty'has been provided to the Personal Property Tax Offic~:.,:::::::::.·,.:--::.:.:::.-: '"Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None - ,~ T-:- -'~(~v 'f'"',_,-1....-'\..~ ..- ')-,\--.\ 1 ~ y •T ,~......, Balance for distribution per account, Itemize any additional debits not shown by account: See Schedul~".A!~ " $1.17...5.7.1 3.0 . Total additional debits.(Add):.: Itemize.:any a,dditional c~~dit~not shown by account: ..-i ~f • 1 ....; ;. • J $3.83".22 . ,..•J See Schedule IrA" Total additional credits (Subtract) Balance for distr.ibution $,,?.9.~.~.9 . II $11].~.9Q.4•.4Z . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)'..' See Schedule ll:A."attached which totals $117,904.42• .,'"\ J '.' \'v "J •> >J'" -T ',-y"-",'"-.. "I j •, ,~~0 J ~~_._-----'. ESTATE OF HELEN BRICE BUCHANAN Receipts and Disbursements since filing First and Final Account through November 19,1971 Balance per Account: PRINCIPAL-PERSONALTY Add: Received 4.21 shares Investors Mutual Inc., Capital Stock,as a capital gain distribution of $0.15 per share on 274.988 shares held of record September 29,1971 Less: Register of Wills,Washington County,Pa. Filing fee 124-228 112,637.20 41.25 112,678.45 33.00 112,645.45 / INCOME-PERSONALTY Add: Received 2.603 shares Investors Mutual Inc. Capital Stock,as an income distribution of .095 per share on 272.385 shares held of record June 24,1971 Received 3.16 shares Investors Mutual Inc. Capital Stock as an income distribution of •1125 per share on 274.988 shares held of record September 30,1971 Transcontinental Gas Pipeline Company 43 Shares dividend due November 1,1971 $5,500 USA Treasury Bonds of 1998 dated 10/3/60,3.50% Interest May 15,1971 to November 15,1971 CIT Financial Corp.Demand Note Interest earned October 5,1971 through November 7,1971 Commercial Credit Co.Demand Note. Interest earned October 7,1971 through November 7,1971 4,934.10 r 25.88 30.93 12.04 96.25 144.29 9.49 ..: Ford Motor Credit Co.Demand Note Interest earned October 5,1971 through November 4,1971 Less: Mellon National Bank and Trust Company, Accountant's compensation Balance consists of the following: PRINCIPAL -PERSONALTY 166 Shares American Telephone &Telegraph Co.,Capital 1,108 Shares Anchor Income Fund,Inc., Capital 90 Shares Associated Dry Goods Corp., Common 51 Shares Continental Can Company,Inc., Common 660 Shares Delaware Fund,Inc.,Capital 104 Shares Dravo Corp.,Common 50 Shares Duquesne Light Company,Common 13 Shares Duquesne Light Company, Cumulative Preferred 25 Shares Equitable Gas Company, Common 146 Shares General Motors Corp.,Common 30 Shares Helme Products,Inc.,Common 261.977 Shares Investors Mutual,Inc., Capital 26 Shares Koppers Co.,Common 320 Shares Pittsburgh National Corp., Capital 23.09 5,276.07 17.10 7,944.65 8,553.76 3,453.75 2,365.13 7,827.60 3,672.50 1,168.75 377.00 804.69 9,617.75 542.48 2,466.38 1,027.00 9,920.00 5,258.97 117,904.42 .. 43 Shares Transcontinental Gas Pipeline Co.,Common 770 Shares;Wellington Fund,Inc.,Common 565 Shares Ridge Oil Corp.,Capital 17 Shares Santico Mining &Exploration, Ltd.,Capital 20 Shares Washington Recreation Company, Capital Bond of New Kensington Municipal Authority,Pa.,3.10% .$3,000 due 1/1/93,Optional 7/1/60 United States of America Treasury Bonds,3.50% $5,500 due 11/15/98 Demand Notes: 749.81 8,493.10 00.00 Und:etermined 00.00 68,984.35 1,470.00 3,568.13 5,038.13 CIT Financial Corporation Commercial Credit Company Ford Motor Credit Company Jewelry delivered per account Cash on hand INCOME-PERSONALTY Stocks: 29,000.00 2,000.00 5,000.00 36,000.00 1,195.00 1,427.97 112,645.45 Investors Mutual,Incorporated 20.381\Shares Capital Cash on hand EXHIBIT "A" 190.41 5,068.56-5,258.97 117,904.42 .. If Family Exemption claimed by Petition,give place of Record:~~_____.... ..__. ___..._ If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N..A~_..__.. List any advancement or distribution on account that has been made,and nature and amount of same: Principal-Personalty Anna Orilla Plymire,Jewelry,$1195.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections ,,to take in kind if balance is not in cosh:.residuary shares being stated in proportions: 1.1 Accountant respectfully requests your Honorable Court to award the entire estate to Anna Orilla Plymire,sole 'residuary legatee under paragraph 3 of the Will,to include securities in accordance with her specific election*filed herewith,with credit for advancement as,shown. (*Please note increase of Investors Mutual,Inc.by 4.21 to 261.977 as set forth in bringdown figures vs.257.767-as set forth in specific election.\Additionally,the. number of units of Investors Mutual,Inc.held in income and listed on the specific election has been increased from 14.618 to 20.381.The value was increased ac-. cordingly from $133.60 to $190.41.•) COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ..~.w.~;r;fI._..__.doth depose and say that the Facts set forth in the foregoing petition are true to the best of it.s knowledge and belief. --.~:wg.~n -.--..- -to and subscribed beforeM:',I. me thLS ~--..:"--:..doy.of P.~.~~mR7?191.L..Signa;ur~:~f ,Offic;;~_"kJ~.J:..~.. .--.;:DOLO!.lES P.MEr1 .Tr!,Nolary Public Title of Officer ~,·~~~!J.i!1r~~~~;.'!!?:.:~.g::.~.~9.~~!~!.r.~.:.......:I,y [;om,r...Jlud t.Xplrel; ,January 28,1975 Office expires . And your petitioner will ever pray,etc. Mellon National Bank and Trust Company, Administrator C.T.A.Estate of Helen _:::~~--~~~-------------------------- ..No.63-70-136 ~. l~ 1 (".......~'\..~",''.... '- .. ( e-n '.,""...i t--.'r_4 r"\"~:"\...\,~,_..... .,r_.,<'/('71 I \'{",.'.'<,'\'.-'.,'",\".,~I ...-'';''-.''~./ ,,-J ",If../~-~i ",\\.\ -.I'#,yofll\.It (. ;~::. .yi,c~, I r:f'\L~ll."L)p RUSSELL lV,\rUHO REGISTEn OF WillS WA.SH1NGTOfl CO ..PI\. t~IZ ,If\,P I?PH!?07'u+,t ,,:.....;;,j ~I ,--...,) i'~ " ," < ..".'. .. .. -h .y ():W ( .y ~., ()().(:.,~()> Estate of....Ji~~:E;N~;BRICE--.-~-~_......._......-----_..-....-....._..._..__.....,,;. c .y PETITIO;N :SUR AUDIT-",~-l ~ FROM WHERE~D~CEbENT LEFT A WIl......,)~~~ . Fiduciary M.~M.2i!..t1.9:ttQ!J:.9:tJ?9:n-.~_.~~~._~~c ~.Truat'Cmppany.;... "_1 •~I ()! . ............Admini:;l.j;r.·9-j;Qx..C#..TA.A•..............,.c.(J • BUCHAN4N ...........................,':"..~.~",'D~~~~~~d -.. (' G'-l ,...-v ~;,,,- (' ...., .y ~,,.,'-l 1 ( ().:...., 1-,1 . ~,,, .~, 2. c 3. 4. 5. 6. 7. 8. 9. 10. '-l ~I C' ) I L~r (, " Counsel of Fidu~iary 'Yill submit herewith the, following,in conformity with Court Rules adopted effective De~ember 3,1951,being rule No.9:pa'rag ra-ph b-c;and divisions' thereof:shown on pades 23-24. .)(1.Written praecipe~lof all Counsel in the case...:.,l c,, Copy of order d~pointing Guardian ~d litem,if perfinent~...'~Copy of qrder ;appointing Trustee'ad litem,if pe~~in.err ('<Proof of service of above. 'J 'Letters Testamentary or Administration C.T.A.or ,an'..,.9tfest copy of Will./ Copy of inventory.~and appraisement.' . Proof of adY~rtisementof grant of lett~rs if not filed witb.1account.,. (L I .:...;.. Certificate "qf tieiis in case any of the . funds for q'/stlibyrion are from judicial sale of real ces.tQte:-(Signed and-itelTlJzed elections if any" distribution~-in~.ki·nd. !,.,.I ., Copy of Fe<Zferol [state Tax return if es- tate is subject thereto.c. ....Ms.g.!.~~g~~!...M.~!.~~~~E...~..M_~_g.!.~ig?t Attorney ,.1'....' '-{ ( , ,.y "1.-;c. (:.'-{(._, 'i-):-. L (, -1-) ·L-1 "C ( '-1 v ,., c:«i,., " (,.'-{ (c, C -t., ~""( ~,( c C ( ~1 L ( ", ~2 October 19.1911 Mrs•Anna Orilla Ply:mh'o 5Z9 Pat Havol11)1"ivo Pittsburgh•.Pcno,aylvania lSa43 DcaI'Ml"o..Plymua: .I am pleaDod to advioe that we have todny:filed our FirQt aDd Final .AecoW1t with tho'Rogbler of WUlo of Waohtnaton COUQty.This Account haa beG.asoia-ed No.63-70..1]6 ned mIl bo called for audit ift tho O~plU.U:U;1t Court"Room at tho Court HouDe.Unohington,Pennoylvania, Gomctime c1urint the we-ok bo.8l.1.uU~Moncmy,Docember 13,1971.You mnrbO,prcoont orroprGGODJed at that time..., . We aro-·etlcloslutl··~cQnformod copy of the e.eCOtUl~.ACOPf of tho Invento'l'y waD fUl'ntshod earlier and thie CQclotJod ncreount~traceo th9tie inttla.l ascoto throug,h·~.ndr;rdtda~ratWnto tb3 preoontbalaneeo..Itl tb<{ovcnt you bavoally 'qt)cu:.tttoric,pleaoo lot no lu1ow.. . ,Vety truly yo~r•• aJ~rJ.(j;-,[ft.:u~Officer . AWO:jbm BadoGure _/- .. ..~,I '" ", t"'.'ol-'~....t ,.,.' ,." ., ~ .;....-,'\ ::'J r:-:~:; c:'.-,.,li; ", .\. ...," I ... 'f'". II';-1 J~r~'-..'".... '.. .'.<.'",.' 11~..""',t ,.. ',.. , J, ,.. f i ,j .... .J .....,~. l J -?------ll--------------------------------__-\_ .IN THE C9URT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN [).. ,.ORPHANS'COURT DNISION INRE: Estate of HELEN BRICE BUCHANAN, Deceased. ( ) ( ) ( ) ( No.136 of 1970 Petition and the necessary papers.There is a claim filed on behalf lV1cCreight.lVlr.James McCreight? Buchanan,deceased.The Administrat0r CTA is Mellon National Bar k and Trust Company and the attorneys are McCreight.Marriner & HEARING ON AUDIT Number 136 of 1970.the estate of Helen Bri<e lVlay it pleaset the Court.we filed the Audit The Honorab1e P.VINCENT MARINO ~Judge of the said Court. Wednesday,December 15,1971,at 10:00 A.M.,EST BEFORE: TIME: APPEARANCES:McCREIGHT ~MARRINER &McCREIGHT ~Esquires, of Washington,Pa.,representing the Accountant. MR.McCREIGHT: THE COURT: ~Z<I:>.J>-til ZZIII0. i0l-t' Z itil<I:~ ..=uii:I-!!!Q .J<I: Q Q :J... %I-....N oj 0:Il:II-0:0LIII 0: I-It::J0U .Jc( Uii:II.0 " 't of the Washington County Personal Property Tax Division.which is denied as incorrect in amount.However,the fiduciary has reviewed' the holdings of the decedent and believes that there is an amount of . $53.68.including interest and peq.alty.which is due.A detailed 2 ~----'-1t---,..-":"",-"_--------------,,,,,"--j-- listing is attached to the papers and has be.en provided as of early this morning to the Personal Property Tax Office. THE COURT:There is quite a variance between your figurE. MR.lVlcCREIGHT:Yes.The reason for the variance is thatlVlrs. Buchanan had turned her assets over to the bank in trust prior ~z0( ~'>UIZZIIIII. Zg Clz iVI0(3: to her death.The bank had purchased a large obligation as a receipt of that trust.But under the practice of the County Personal PropertJ Tax Division,when that w8;s first reported,it was then carried back-'-- rather it first appeared in the Inventory of the estate,and then it was aarried back for five years and that was $30,000 a year,I think agreement,Your Honor. so we can take action on it? to take in kind are all attached and the beneficiary is the sister of you are unable to agree on a figure,will that be reported to the Cou t No other claims? No other claims.And the necessary elections .1f the Personal Property Tax Department am It will be.I feel sure though thatwe:;will recch MR.McCREIGHT: THE COURT: MR.McCREIGHT:uilI:IIIl-ll:oII.IIIlI: l-ll: :JoU ..I0(oiL...o tii:THE COURT: I-IIIo .J0(§ D:J"l X.~ II the decedent. THE COURT:Is there anyone else in Court interested in tIts decedent's estate? (NO R.ESPONSE) THE COURT:The audit of this account is ordered closed t y the Court. ( A UDIT CLOSED) --. I hereby certify that the proceedings and evidence The foregoing record of the proceedings upon the ~z~are contained fully and accurately in the notes taken by me on the hea-ing>--UI Z ~of the above cause,and that this copy is a correct transcript of the same.ll. ioI-CIZ XUI<C~ .,: U 0:I-UI Q ..J~!:1Q :J., J:I-"'"5 h~aring of the above cause is hereby approved and directed to be filed. I-0:oll....0: I-0::JoU ..J<Coii:II.o i • \- ."1 ,"... J('l ,~ •4'\~•-'-J " '::' ,.l', ...t__.....~ i.'_ '" .,-...... 11 , ", .....,.,,'~l r~Tl ,. e' In t4r QTnurt nf QJ:nmmnn 'lru.a nf lJu.a4iugtnn QTnunt!}. Jrnn.aylnuniu.®rpl}un.a·arnurt 1l1ini.ainlt ESTATE OF Helen Brice Buchanan deceased N 63-70-136o.__::..::::...~:-...:::..:::..:=--_ In the matter of the First and Final Account of Mellon National Bank and Trust Co.Administrator C T A ADJUDICATION AND DECREE And now January?//,19 72,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balt1ce for distribution in the hands of the Accountant is determined to be $117,90 •.J,2 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 50.10 $117,901.1..42 Balance per account ----,._ Additional debitasked at audit: A.dditional creditasked at audit Balance_~_ Deduct Clerk's Costs &Receipt;:o.s _ Attorney McCreight Marriner &McCreight Washington County,Division of Personal Property Tax,per .l;UIlended praecipe filed,credit to be taken by the accountant for funds in the amount c)f $53.68 advanced prior to dis tribution by the Court, 86.00 53,68 $117,571030 $117,954.52 $117,818.42 jk-r;;('57 /'17-y-' ~/I?~,.t)d ~-e~ c:J-e.-, $117,764.74 Hussell Marino,Agent,transfer inheritenee tax,$1152.87 I Interest from 4/~6/71 to 1/20/72 501.76 I 1203,6) Anna Orilla Plymire,sister,residue,includirg cash and the following assets,held in kind and distributed as such at the appraised V&UO, e:redi t to be taken by the a ccountants for items e)f Jewelry valued at $1195.00 advanced prior to distribution by the Court,per election filed:- $116.561.·11 ~::L4;1'9 7 'Z-- ~11 /;/-tJ3,&>3 I ~~~i ~~ ,~' 166 1108 90 51660 104 50 13 25 146 30 261.977 shares-American Telephone &Telegraph Co. Capital , shares-Anchor Income Fund,Inc.,Capital shares-Associated Dry Goods'Corp.,Com. shares-Continental Can Co.,Inc.,Com. shares-Delaware Fund,Inc.,Capital shares-Dravo Corp.,Common shares-Duquesne Light Co.,Common shares-Duquesne Light Co.,Cum.Pre. shares-Equita.ble Gas Co.,Common shares-General Motors Corp.,Common shares-Helme Products,Inc.,Common shares-Investors Mutual,InCa,Capital 7944.65 8553.76 3453.752365.13 7827.60 3672.501168.75 377.00 804.69 9617.75 542.48.2466'.38, -- ).r 0 ~~ -h g' :J Z .n "'1"!J a 0 :r v-t. r:CD :=;CD :J 3 ty 0 oofo 0 0....-h -h :::: a.CD... t 0 tr -h 01- :=: :r ,. CD ~6, r~ , r r ,) .. .,.t.JI," .,. " '\ r , r •l.. r r ) r r l • ,.) l • ,\ " \\ r r r -. ,rr {, ", r ~,( .. .' -. 26 shares-Koppers Co.,Common 320 shares-Pittsburgh-National Corp.,Capital565shares-Ridge Oil Corp.,Capital 17 shares-Santico Mining &Exploration,Ltd., Capital 1+3 shares-Transcontinental Gas Pipeline Co., Common 20 shares-Washington Recreation Co.,Capital 770 shares-Wellington Fund,Inc.,Common New Kensington Municipal Authority,Pa.,3,1010 $3,000.due 1/1/93,Optional 7/1/60 United States of Ameriea Treasury Bonds,3.5010 $!,,500,due 11/15/98 J4~we1ry delivered ' 1027,00 9920.00 000.00 UndetermJ.ned 749.81 000.00 8493.10 1470.00 3568.13 1195.00 l INCOME 20.381 shares-Investors Mutual,In4~" Capital 1 No ba1aneo .' .• r .. {.)I r ., ,. r - •'f ~~). t • r .), \.,.' r ( ( r r f (\' r (' r • I ,~ ~O i·....~ta~:= i ta;I tl) ::ttl) tl) .\ "~8c~or.... r :J Zs:-r !=l CD 3o1if-., o....s:-CD ..,.~............-.- ~ ---J ,{ ;':J \".) J::o-rr;....... (f)G)c::c:..~f·-"lH..ro- :r.:-u~::r:»( (f)(J):-~ :;~--1 m ..........~ -:;.1 fT1 ,..-iii -f :;1)!-- --j 0 l:::.J ....,..C-on ..,..".. '.J ......2: 0 ...::.,,:.-~.." r-,,',,"." \)r- ~»(.f)<.-:1...:.::> -.J "j COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION RE:ESTATE OF HELEN BRICE BUCHANAN, DECEASED ) ( ) ( ) No.63-70-136 SPECIFIC ELECTION TO TAKE IN KIND TO THE HONORABLE,'lliE PRESIDENT JUDGE OF SAID COURT: I,ANNA ORILLA PLYMIRE,being the residuary legatee named in Paragraph 3 of the Will of Helen Brice Buchanan,do hereby elect and agree to accept in kind from Mellon National Bank and Trust Company,Administrator,c.t.a. of the Estate of Helen Brice Buchanan,the following assets at their appraised value set opposite. P rincipal-Per sonalty: Stocks:,166 shares -American Telephone &Telegraph Co.,Capital 1,108 shares -Anchor Income Fund,Inc.,Capital 90 shares -Associated Dry Goods Corp.,Common 51 share s -Continental Can Company,Inc.,Common 660 shares -Delaware Fund,Inc.,Capital 104 shares -Dravo Corp.,Common 50 share s -Duquesne Light Company,Common 13 share s -Duquesne Light Company,Cumulative Preferred 25 shares -Equitable Gas Company,Common 146 shares -General Motors Corp.,Common 30 shares -Helme Products,Inc.,Common J.\~L"f1 ----25--1,.:f-€>·7-·shares -Investors Mutual,Inc.,Capital 26 shares -Koppers Co.,Common 320 shares -Pittsburgh National Corp.,Capital 565 shares -Ridge Oil Corp.,Capital 17 shares -Santico Mining &Exploration,Ltd.,Capital 43 shares -Transcontinental Gas Pipeline Co.,Common 20 shares -Washington Recreation Company,Capital 770 shares -Wellington Fund,Inc.,Common $7,944.65 8,553.76 3,453.75 2,365.13 7,827.60 3,672.50 1,168.75 377.00 804.69 9,617.75 ",542.48 2,425.13 1,027.00 9,920.00 000.00 Undetermined 749.81 000.00 8,493.10 68,943.10 Bonds:New Kensington Municipal Authority,Pa.,3.10% $3,000.due 1/1/93,Optional 7/1/60 United States of America Treasury Bonds,3.50% $5,500.due 11/15/98 1,470.00 3,568.13 5,038.13 Miscellaneous: Jewelry delivered Income-Personalty: Stocks:14.618 shares -Investors Mutual,Inc.,Capital :"0;~~I ~fiI &114= 1,195.00 I f'o,If I ·..J33.6"tl $75,309.83 and I request your Honorable Court to award same to me in the Decree of Distribution to be entered in the above titled estate. DATED this d={ji day of @df!u.--IJ 197 L ~~(}i ) Anna Orilla P~ WITNESS: -2- \, ... -1'...."" '--;.J, ;. c::;... COUR T OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION RE:ESTATE OF J HELEN BRICE BUCHANAN, DECEASED 63-70-136 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: I,ANNA ORILLA PLYMIRE,residuary legatee under Paragraph 3 of the Will of Helen Brice Buchanan,Deceased,do hereby acknowledge to have received from Mellon National Bank and Trust Company,Administrator,c.t.a. of the Estate of Helen Brice Buchanan,Deceased,the following: Jewelry Per Appraisal $1,195.00 and request Your Honorable Court to charge the same against me in the Decree of Distribution to be entered in the above titled Estate. In consideration of this advancement being made at this time,I agree to return all or any part of the value thereof should it later appear for any reason that said advancement should not have been made. DATED this if:.p,;t{day of March,1970. 'f ~~aJh~ --Anna Orill~ WITNESS: =:::;'(1 ;:0J,:~'P1 (/1 (,")'-r 'Jr~(~j'" ...:-"-1 !~., j r;-, --,.......J ,.- -~...) (:~><'-•.....,.'.",.:-")..,,-.; 0 ""'..._t~; j--~v f-a:r>(j1 ~ rv-•.'-'0. 1-----------------------.),/ IN THE MATTER OF THE ESTATE OF IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA. HtLEN BRlCE BUCHANAN DECEASED: -j 63-70-136NO.:--_ KNOW ALL M EN BY THESE PRESENTS.THAT_--,I~,...:::A=N-'-'N"-'-"'A""'--'O........Rl......L......LA...............P~L........Y.....MIIoLIoI...R.",.,E~,__-,--_ DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY__A_d_rn_i_n_i_s_t_r_a._t_o_r----'-,_c-=..•...:.t..:.._a_.=___ Helen Brice BuchananOFTHEESTATEOF DEC~ASED.THE SUM OF One Htindred~Si.XteenThousand Five Hundred Sixty-One and 11/I(QO 116,561.11..-)DOLLARS IN FULL'OF THE AMOUNT'AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE 63~70-_1,36ATNO.---='-_ ,J Anna Orilla Ply,ire See Over WITNESS MY HAND AND SEAL THIS ~2..~DAY OF__-=Jc..:a=n::.ou=.:a=r'-Jy'--19~. W'TN"~~j!~ W.8282 ~~.63~70-136 ORPHANS'COURT .< ,~ESTATE OF o./) Stocks in P rincipal Bonds Sto;Cks in Incom~ Total Securiti~s Jewelry . Principal Cash,j , Income Cash .J ,I.,... 0) oJ $68,984.35 5,038.13.J 190.41 $74,212.89 1,195.00 36,084.66 5,068.56 $116,561.11 HELEN BRICE BUCHANAN " .) ~ o~ co I " ~ ~•..z:.'f C-.<I"....'~:-;:").:!--.,""'- y ....-J ~:1) :r>ill ~0')(:)0; :r.-(/1 :;;~in,::.~~.,!~iRECEipT~"ti -l "_'Of.":'-'.,.--:~z (~j •~~.-r-~:..r ~~':.'l-t.. o ...~::I~FR.O~·:o --", :~~~ -0 r-:::-J>(/)c· ANNA ORILLh.PLYMlRE DOCKET f'~~E-~-'11r~.. 4 TO :4 Mellon National Bank &'Trust Company,Administrator c.t.a. FILED 19__ ,.-..?' j ,...- Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ~~~~~~. IMPORTANT:This return must be completed in detail and filed in duplicate,with.will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) ............................I~;:~~:~;::O~=~E ..~F }::::::OF (State full name of decedent) Late of ...............Rub.1ngton ....................County ADMINISTRATOR O.t ..at ::,:.,=~~:::::::-:}", Ar.U•.~~.~~,..~~Qtft.~ti ....Ktl1.•.N$tiOJlal.13enk...ana.9:r.ust.tt~ Administrator ().t.a.or the estate of thea,bove-named decedent being duly sworn,depose and say Decedent aled ..............i~'YA.r.,y·~,19 7.0 ,5 testate leaving a last will,copy of which is hereto .attached.} (Month)(llay)(year)"L.....tie...~... Name and address of attorney or} other authorized representative to whom all correspondence should be mailed.' ;..,...~~+~.~~~~:J.~~4 ..tN"~...:'-~~.. ..........S.Matn$treet'..Cher1W'Ave••1fUb1ngtonj.P~~1~$... .That as such A...,~.•;.t.t.all ,..deponent is familiar with the affairs of said estate and the property con- .(.I'_~Ai~R). Rtituting the assets thereof and'their fa'ir market value. ;'>That at the time of death there w~s no saf~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 We,sh1na'ton Offlee of Me11an.·Hat'lA1!'iA't ,...._...vt.+:h Bank eond Tw$t C AnnA n~,'Ill 'RP1~.....':".'"..~...j '.' That the contents of said safe deposit box or boxes are itemized under Schedules pf this---return,.with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in detail 8;11 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 o~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 th~decedent at the time of death,whether in decedent's immediate possession,standing to decede~t's~~r~ait~inbanks of deposit,savings banks,trust companies,or other institutions,whether individu~riY~';I;}r,'in~'trustfor..I"A""\'."I I 1anyotherpersonorpersonsgivingalsoseparatelytheaccruedinterestthereon,:I.:f:...any):.-down ·to·.tJi.e-,last interest day prior to decedent's death in the case of savings banks,and to the date'~~de~ede~~'s death in all other cases;all bonds,postal saVings,treasury certificates or notes and o~h~r evidence of in- ~.,..---...debtedness 'of the United States to the decedent;all obligations,whether by stat~~er~r agree~ent they are designated as tax free,of the United States,or any state,or political sUbd-i:vls:i.o~l'thl:iIl'~Of,or of any foreign country,which are owned at the time of death;all wearing apparel,jew~lry~'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 mortg81':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 payable upon the death of the decedent;and all the corporate stocks and dividends .due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. i It.:lll , 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 sl:its 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•.,I.t 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 tim~of death. The SCh&dule'C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein,and inthe 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,sai-d:scp.edule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other fac'ts of·a pertinent nature regarding said transfers.'tn the case of transf~rs intendeg,to take effect·in possession or enjoyment at or after death,there is also attached to the schedule a cOllY of the.deed,trust agr~em~n~or oth.er 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 individu~lly,'orjointlYwith another,or any power of appoint- ment vested in decedent,~ither individually'or jofnUy;by,the.Will,deed,or othe~,instruinent 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 Wi~l.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,andthe 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 arid the date of'~cquisltirin 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 pbliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in 'accordance therewith; That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in ~he Summary. SUbscri~(s,~clf 8Vl?Pl to b~eforemethis ........s:::".......~uQn~Natt...·.1llBnk~'.4 •·•..t e~1~..:'/_.':....4:,I J .\.'~.J ................"::uay of:19 7........,.,..J?Y.l'·..·e·cu..·..t·=:A..·..d··..m..·f!l..n..·::::;/~tor·..)·..·;:,.··t:;...·.f:·:;;..::... .............;)"~, "..,.~."..,._.;?'l."..,7.-..'~•.__••"/,~--r-.,.,",..' ,.,•..~fJ................v,~,...4.-~"If 010'aY,t:!:L :L~~..~~:H~4:lL$~:~..JI~A4.~.m ..Ay.~..L .11~~~,/Z .<~,?7,,~~~~;":~~1;~f-~,Before "gn'ng aff,11:::mak ank ,paoe,'n the affidavit and "hedule,~nexed 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. ~J ROC-34 (1-64) COMMON.WEALTH OF PENNSYLVANIA QEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon 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 orl Schedule "F"and must not be deducted from this schedule. lon$ I 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. r , RCC-35 .COMMONWEALTH 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".Intangible personal property,titled in the name of the decedent,.but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goodS,.and.furnishings,books;paintings,automobiles,boats,etc.) Intan~ible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- ·able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully .J: ClL$h,\lkwntl~~,.it~~.J "'lr 4t::IP'1I of~nventQJ:1attaehed b$~tQt r...UUJ:J' $¢e1al S.eur1t,LUbtP $u.m D$atb Ben.tit- ;l' UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X -----~----------------------------------, Rcc-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TFlL\NSFEIlS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate without ,'l'r 'receiving a valuable and adequate consideration therefor?(Answer yes or no)~O (2)Did decedent,within two years of,death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)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)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 wa,s 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? (Ans~er yes o~no)~I~'o~',__ (b)The,right to designate the persons who shall possess or enjoy the property transferred or 'income therefrom?'(Ans'wer yes or no)-,--=N:,;_.=O'--_ (6)If the ans'wer to (5)(b)'above is in the affirinative,.,'state Whether the right was reserved in decedent alone :or others _ (7)Did dec,edent in his -lifetiJ!1e make a transfer,the consideration for which was transferee's promise to pay income to or fo r 'the benefit of care of transferor?(Answer yes ~r'no)'No (8)Did decedent,'at any time,transfer property,the beneficial enjoyment of-which was subJect to Change, because of a reserved power to alter,amend,or revoke,or Which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~N~-~O~'__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary res~rved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION On )itl%1Ch ~I,1969 4eQeC1ent created a revocable tX'U$t wtth Mellon Natione.l Iank-and trust C~y.t1pon decedent t$death,twst t~rm1Ji$ted.&lid the e..s$ets vere delivered to ~re$tate..- MARKET VALUE (Estimated) I DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-37 !12-63)~.~ >• COMMONWEALTH OF PENNSYYLANIA TRANSFFJ\INHERITANCE TAX RESIDENT DECEDENT> SCHEDULE "D" BENEFICIARIES --...... ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or·DATE INTEREST OFStatefullnamesandaddressesof'all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH AnnaOril1a P'tvmli'!,a9P.t.Eamm nnve ~tt$bu:r~j 'e..·1,ei~3·st$~r tee 3/a'1/1$96 Inti"e.tate .''. ,... 'A~ft".~..~·'"b.,",..i A.'d .....,,j '";(n +.l1A t.tIt.'ll'.....-th~_ . ..-. ,. .,-'''''... , Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT P.o<THE (Executor-Administrator must complete "As Reported"column #1.) C1 ...,'"d ~......(1)(1) 0 ~...~til ::s til ...... til til 0....,::s '"d...,(1)e.......~til 0X~'0.~(1)cr-... (;)0 ~'0 II(1)., trl ...•til .-+ .-+'<~II •.-+(1) II« 63""10...1)6 YeartNo.~I.; Administration·e.t.a,. ."~JlJ;1.~'~~".'Deceased Late of ...SOuth.;St'rabe.t1e.~stif;p... REPORT AND APPRAISAL ' Commonwealth of Pennsylvania' l ;f~·~,""'-J,l ~ttJ!1 .:1 CJ)c::~ :,:~>~ W CJ)CJ)><: n n?"?"?"a ca·>=~::::--- ~~-Eh~~.~ ....f"'*>\iIf;VI:til..,:H ~........"'":..ro E (1)..- to·'8-...:..'"........ 0\$(1)~c...\,,0,- ,. ~~-Eh~'OO'OO ~.~'>,,~I.:~\'"~'tJ~',: :\:~,;:;...................:~I'O~.--......:...- .A...~:3 .~:::l .~~ ~.c... P\.llj II~'i P _<5 I''''] li~~.... ·~!d ··C()NO.1CN!HS\/lA S-11 Ui"!())j::1 J SID 3Ho;'1 !':;:.';;-;.;~j ~:Sntl £0 'c':;f• f ,""f .,t ;old County of LJ-13(P. 63-70-136 . STATEMENT OF DEBTS!', AND DEDUCTIONS COUNTY OFFICE OF TME REGISTER OF WILLS COUNTY OF WASHINGTON 188. J Arlie W.;;Ott,Trust Officer,~ellon National Bank and Trust,Company •-HEREBY CERTIFY.THAT.TO THE BEeT OF MY KNClWLEDGE\ANS_~E:L:IEY.THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION sUBMnn1J TO THE ESTATE OF Helen Brice Buchanan_'".-~ECr:f7~S DEDUCTIONS FOR INHERITAI'lCE TA:X PURPOlllES.~~&tu(w'. ....."'/-LLJ'_(L.5.) NO SUBSCRIBEI'i!lE.FORE ME THIS ec{p--~DAY 01"••~71 Trust Officer III .L..I.- AND AGENT OF TME COMMONWEALTM OF WASHINGTON Form RC ColO .. ,I .-----......'C./ ~( ESTATE OF Helen Brice Buchanan LATE OF Washington,Pennsylvania~Y DATE OF FILING APPRAISEMENT DATE OF DEATH January 26,1970 DATE NO.OF NAMIL OF PAYEE REMARKSVOUCH""AMOUNT J.'1/IV Feb.20 Observer-Reporter:Advertising Grant of Letters 14 00 20 WashinQ:ton Countv Reports:AdV"ertising Grant of Letters 14 00 20 Commonwealth of Pennsylvania:Six Death Certificates 6 00 Mr1,.11 Josenh p.Ames:Jewelry a ppr isal 15 00 1'11/1 Fp.h 28 Reg:ister of Wills,Washington (ounty,Pa.: 2/22/71 Dne Lert111ed copy 01 [Will q><:t.:>v 2/28/71 Filing:inventory 29.00 33 50 Oct.13 McCreight,Marriner and McCr~ight: 2/20/7U Kelmbursement lor p ymenL LV 0'iLl::r VJ.VV i.u0:>, nrobate of Will and Si~Short Certificates $16.50 I 7/2/70 Reimbursement for Nptary tees 1.UU I 10/20/70 Pavrnent on account 0 attornevsl fees 3,000.00 10/13/71 Payment in full of attbrneys1 fee s 4,060.00 7,077 50.~:~IVlellon l;"Iatlono:j.-DdILK a.u.u .l..L Ui:>l,-~-'J •vompensatlon as 13 Administrator.as follows: 1~~24/70 Payment on account $3,U.l:'u.uu 7,0651013/71 Pavment in full 4,065.00 00 19 0 Feh 24 D.McCarrell Dunbar,M.D.:i>rofessional services 192 00 Mar.11 Piatt Funeral Home:Funeral e ~penses 1,611 25 An...Q The Washing:ton Hospital:Hosp tal expenses 16 28 19 1 Mav 3 Kurtz Monument Company:GrclYe marker 610 00 ReQ:ister of Wills:Fi~ing fee,...dl -,~~~;•.:JI~.,33 00,, r~.,."-L..,,,"J ~~.~~~6WJ.-.,"'1rI{J ::ow.~, ~~~A y;;;;;~'OJA,hAA Oft :1,./)5'-)b¥\fJo.J:L I~-~4',cd'"3J C'CJ'DV'(...lI"-Jl'g I - .._. ( "...,~,..,,, ?;716,687 COMMONWEALTH OF PENNSYLVANIA Notary Public LJOLORFS P.MERfJlTH.Notary Public Washington,Wa:;hinghm County.Pa. My Comml~slOn Expire.s January 28.1975 ,:..... ...k\1;,.010 \\\-~ ..~..~.,:.?~~J)li" <• <- <• <. " <- ......1. I , • ,,.'\ RCC-81 (6-71l COMMONWEALlH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MELLON NATIONAL BANK ~Administrator)C.T.A. IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-44-1 J In Re:Estate of _=HE=T=E=N'--=BRI:..:=...::C"'-E-=:.-BU"-C:...:..HA_N_AN --,.--_ WASHINGTON Cou nty - Fi leNo._--=6.:::,.3-_7:-;0-:..--:=1:::::...36-=----_ You are hereby notifjed that the o.:...:r:...:1:;s·g2:in=a:..=l=----_ appraisement in the estate of HELEN BRICE BUCHANAN has been fi led in the office of the Register of Wi lis of WASHINGTON County on November 11 ,19.+L,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property__1=5~1~,L::2==12=..!.•.::=.6.L9 _ Transfers _ Jointly Owned _ TotaI --=1:.c51~,l_:::2=12=_"_'.6"-..9'---_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _----"-'N""'o-"-ve"""m.wb......e......r---l.l....l +'-1.L.-97~11.-·_ DATE OF DEATH:January 26,1970 Note:This is not a bill. Sjgned D=-O:.::.~=rr=.::N-=IC=-·-=R~.:.-=DeMAR==IA=--_ Title APPRAISER I COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT '.-. RCC-~9 (5-68)'I SUMMARY Estate of BUCHANAN (Last Name) HEIEN (First Name) B. (Initial) DATE OF DEATH_l_-_26-_7_0__FILE NO.63-70-136 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_'A_S_H_IN_G_T_O_N__,::--._ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". November 11,lo/Z1 ~/2,~~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 151 212 6 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------i--2% Tax on $-----------i--6% Tax on $-----------i--50/0 Tax on $-----------i--!9.$-,. Taxon $~~ ~~ptioos * Total Estate -1-__ TOTAL TAX COMPUTAnON OF TAX $--------+-- $--------+-- $--------+-- $--------+-- $--------+-- $--------'--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::t== TOTAL TAX BALANCE :--------,~ PAID $.....t= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----..J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---Jl- BALANCE DUE $-----Jl- Add interest at rate of 6%from -----·--to----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will (...No.AdmInistration IN THE year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..~w.BRI.C:E:.I3Vc:HANAN..... Deceased Late of SOUTH STRABANE County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ; ~ Form RCC-2.....~.<?y.~~P§l.r......;U........l.97.1.........................-COMMON~EALTH OF PENNSYLVANIA DATE,~ .DEPA~TMENT OF BEVENUE RESIDENT INHERITANCE TAX COUNTY l"lASHINGTON BUREAU OF COUNTY COLLECTIONS .................................................................."............................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....9.:.?::7.9.~.J,3..9..................................................... Whereas,..............................HE:IEN...BRICE..BUCHANAN................................................late of ..............$.Qy.'f.H...$.1'MaANE................................................ in the County of ............................................WASHINGTON.........................................................Commonwealth of Pennsylvania,having died on the ..........:.............26t.h.........................................................day of ..................J.:M.~),@;r.y ................................19..70....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,............................P.QMJ.Nl..C....R......DeMARIA..........................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ PERSONAL: c:.'l?H'('()PV ()'[;1 rn1=l1l '~~~..~'TIn 1\nDD A TC=..,T.'um 151.212 69 I . ! ; Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ................/L£..J.d....................day of ...................../IJ.£J:::-J....I:d.-.r.,c,({JoA..,P.-..1,,{J..ri2........'i!..............................19...7/... ............................cl.XLr.r.::rA4Ct..J~J ...........A.....'.-.-!t1.-1..hjf..<f.~;~t:.;,(~1) .................................................................................................................................................................... ~ber and S~·.........................................t.,dJ.(!...........·ifo~..··gmr..Jrn,{J......................,Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HELE;N...J:3:R:i:Q'!!:...:t3.l}.GH.ANJ.l.N Deceased. Late of .......80UTH STRABANE.. Date of Death,l~2~70 . Appraisement Docket Vol.,3..$.. Page,44.~;L No 9.3~7~.l.3..Q . Filed in Register's 0 ffice,..N9.y.•......:).J.,19 ..7.l. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement,. Appeal j1'om Appraisement,. Entered and charged,. II' \;. ~I .-J lin tbp ®rpqans'<1taurt af lIasqingtan <1taunty IN THE MATTER OF THE AUDIT OF ACCOUNT BUCHANAN,HELEN BRICE 63-70-136 4th Qtr.11InreEstateofNo,T~19 ,AA ..M.e.1lon..N.a.tl..Bk..&..T.r.•...C.o ,Admr Mc.Cr.eight.,...Mar.riner...&..McCr.eigh.t.,A.ttys • ilM:idmcit Date of deathJanUar.y...26.,~97.Q.Date of filing Inventory Appraisement F.ebr.uary...2$•...19.11 . ~. TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County,viz:...-. 1 _.. IT E M Valuation 1969 I 110 sh Diversified Inv.Fd-now Anchor Income @ 3·49 3886.92 257.02 sh Investors Mutual @ 5.82 J1J.95.85 C.l.T.Finance Corp Demand Note 30,034.00 30034.00 1968 I 110 sh Diversified Inv.Fd-now Anchor Income @ Exempt ----- 257.02 sh Investors Mutaul @ 5.97 15.34·40.C.I.T•Finance Corp Demand Note 30.03L..OO iOO~l.t.OO--- ... 1967 110 sh Diversified Inv.Fd-Now Anchor Income @ Exempt _.......- 2$7.02 sh Investors Mutual @ 6.1L-l~qO_qc: C•I.T.·,·Finance Corp Demand Note 30.034.00 3003u..OO 1966 110 sh Diversified Inv.Fd-now Anchor Income @ Exemnt ------ 25ch02 sh InvestorsJMutual @ 7.01 'R",71 C.l.T.Finance Corp Demand Note 30,034·00 30034.00 . -I Inventory Assessment 12%Assessment Tax at 10%Collection 6%Interest Total ClaimYearAppraisementReturnedValuationPenalty4MillsPenalty 19 69 3-5395 None 35395 ----141.58 lh..16 19.17 17l.t.Q1 19 68 -31565 None 31$6$----1?6 :>6 ]2.63 24·57 163·46 \ 19 67 31625 None 31625 ----126.~0 12.6t;32.13 171.28 19 66 31835 None 318 35 .....-1':>7 ':tIl l2.7~~q-.6Q ,179.76 I --I IV ~}19 689.1L: 19 ...l ~~Nf\~(-----U\J"TOTAL CLAIM-- The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. William C.Porter......-+.~:t;;__day of...p.~.9.~mp.~~__19..1.1.....~~Solicitor '. ~~ I' / ;. ;)/. "Qtr.No.~?-:-:-.1~_:,:~}~)t-~.~0emt19 -7T,AA In're Audit of Account in Estate of BUCHANAN HELEN BRICE....-__--,..,_.---------_. AUDIT Jrartipr for Appraranrr FOR WASH INGTON COUNTY PERSONAL PROPERTY TAX W[LLIAM C.PORTERII ~Sli't :.0 CI or I ~9 r l 1 r ''''\ --l 1-II~.~'f.!"",.'...~L.". V7z'JAj.!I?rtl!Z 03 RUSSEi_L..}.1/;:"ztHO REG'ISTER OF WILLS W.ASHiNGTON CO ..PA. ; ESTATE OF HELEN BRICE BUCHANAN Corrected List of Assets believed owing for prior years Personal Property Taxes: 1969 1968 1967 1966 1,108 she Diversified Inv.Fund 257.02 shares Investors Mutual 257.02 shares Investors Mutual 257.02 shares Investors Mutual 257.02 shares Investors Mutual @3.49 @5.82 @5.97 @6.19 @7.01 $3,866.92 1,495.85 1,534.40 1,590.95 1,801.71 Liability for re spective years is computed as follows: 10%ColL Year Valuation Tax @4 Mills Penalty 1969 5,365 21.46 2.15 1968 1,535 6.14 .61 1967 1,590 6.36 .64 1966 1,800 7.20 .72 6%Int.Total 3.11 26.72 1.26 8.01 1.69 8.69 2.34 10.26 $53.68 J .)~~ MELLON NATIONAL BANK AND TRUST COMPANY Washington Office 40 South Main Street Washington,Pennsylvania 15301 Decomb3,.20,1971 Very truly yourc• ./1>.~.;J1ft-W'~f£teel' a\....'~cCmb()JT 17.1971.fol'$53.68 earo PP tanto include yrnent agl'eeG with the the audit of this eotatc Deal'Miss Golmitz: Mics Ann Oolm1tz.Supemoor Personal l?i"opol'ty Department Court Houso \Vaobingtoo.Pennsylvania 15301 Jt:13tate of Helen Brice B Court No.63...10-136 Wo enclose herowith ca~~~NLa beins paymont.in fu11 inteRot and poca1tie a o.pplicable detaUed listing atl 0 f;red to yon on administration.Pl acltnow1eda ' EneloourG cc:Jnmeo C ..McCroieht,Esquiro Mr"John Hana . ,." "'--~~---"'.~~----'-~--"--------~---------'---'----------~~---------~--_.--._~-------~----~~~-..~~ No·8 IPRE:C=C,=4:li{Sia:.6sSla:l::I1mJE_memB1·.11·.:s.''it'.:Ii.!!!I!D~~Lm[c~IJlJmiB::r:a:Dm:I:BDCiIli'!'I:::Jl!lli.!3lt3m~~D~~LmD:l~~nDi:lil!!!mJil1J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE4!iB70 OFFICIAL RECEIPT e PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED.(':ii TJiOOSIJIP rEi10 HUN~'l'Im.EE and 63/100 l-IEl.LON NATIONAL DANK &TRUST 00.AD11R.O"T.A. From:~ • t representing Pennsylvania Inheritance or Estate Tax due from the folloWing estate: dollars Name of Decedent _t.U.:i..l.iCiLlllib&1lJ:.L.JJI&illi.WMJrL --J Date of Pa ym ent __...w~LW.q.....c"..---;J;,.:;,t.jf.'--------l 2%Tax on $$ 6%Tax on $$ 15%Taxon $134,352.4$$20.152.$7 %Tax on $$ Estate Tax,Act of May 7,1927 $ Date of Death-~!!lZ(:.';7D----1FileNo.63....~136 County --l~:A.~Silllrnci7l:»t ~ Remarks: Jv.D -1 ....,. ~'1}t:r. TOTAl TAX CRED IT $_--=20.=;".,,1.....5=2CL•ffl=.a...__D less five percentum of tax ilTev,.Pd.12t9S&,QR paid within three months afterBal•Due l,1S2.S'l date of death $----------0 Plus interest at the rate of L %from 1••6-11 to Date $---...,S,.tlO.....,~'lu.6'----,111 •SEA l TOTAL AMOUNT PAID $===::!!l!l!::jl203~~.6~3~==I~1 NOTE:'fhis Triplicate Receipt to be retaine~for audit"li¥rpp\es'1 .r--'".t,;)~-.....)J'\/41/~~/•.......f j"Received by.....,.$:et ~:/1.,......._J I;~:'hf.<")C NOTE:In accepting the transfer inheritan,ce tax on future estotes,prior to the death of the)?~~.(Slgna~J ' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth(shall)..J-,!'.JL not be precluded or prevented from .h!lreafter assessing additional inheritance tax at the death of ~e .......,....~,.,.,J'!(Jt.) life tenant or tenant for years whenever it appears that such additional tax may be legally due ana-"_~~'''-'''L:..;;;::;;;>"~1Ier "/:;;J( collectible for any reason whatsoever.,I __._".:-.J>_,__...~__...-...............~,.~'____...:..................~.__.............~_.~.~~.__~