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HomeMy WebLinkAboutOC1970-0429 - ESTATE OF HOLODENeQ!. <':-..- ~tEE,MPH_...i.•i_j QIommouUtta1t4 of 'puuliyluauia.t lIaslJiugton QIonutn.~1111: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 28th.day of April A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Paul Holoden,A/K/JA Paul F'.Holoden,A/K/A Mr.Paul Holoden late of Smith Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and rix the Execut& Helene P.Holoden in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Helene F.Holoden committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring He r to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth ,relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 28th. day of April in the year of our Lord one thousand Register nine hundred and Seventy ~~~ .......................................!,.•.~..'.:~":..;.~:. :::0$.t ~.....:=s::a (D II.'0:<j 0 0.....bI rl .. ts:t t-o t~~::r:: le III r-lbI::se~~..........~~ ............lIIiiIIlIIiIilIIlIiIIiI....IIlllIIi_..........''iIIIIIII..IilIIiiI ~............J j.. rBe it ltemcmbereb,I' '~{?)!.Jl (]..a fAThatI,R c{I f/(]/0 d'e 1(1 , .,0f..2 /QJ....;{0 ,'J ~,J \~ in the County of c.cL~and State of .Cf~,being of sound mind,memory and understanding,and considering the uncertainty of life,do hereby make, fJUb/ish and declare this my last mm and tlte~tamcnt,hereby r~)okiing'and mabng void an'y and all former Wills by me at any time heretofore made. FIRST:I direct that all my just debts and funeral expenses be iPaid by my Execut hereinafter named,as soon after my decease as may be convenient. SECOND:I give.deViS~and,bequeath 0-,II /VnY Lv c r !d /y J 0 C',),'C(74 d e *C{f-c:-ro ~y da.'-<;kfcr- 1/.e./~"1'e,)'#6"It'dc::.'"")'1aII,-14 ere .s 7/"j--,5/J /1.0 ol r J,r <.."et V\L r <::7"7'1 Q I ""'1 a e ,-,..cJ .',-..-,y es fG,:,i'~/.J '/eeL ve -/-0 I/e./e -)-7 ~p /.;:,/(!'de ~,' :.- AND,LASTLY.-I do make,constitute and appoint k~,;:;C't\'E'-?.llcr~~"Y\ to be Exect.i.t Y"IA of this m)'last Will and Testament. 3Jn B'itneS'~~bereof I have hereunto subscribed my name,and affixed my seal, the I ~l day of .:}~in the year one thousand nine hundred and 7 0 SiJ115d"~aled,publishe~and declared byW~~'7Y-c~'-£D-v' the testat above named,as and for /?~\last Will and Testament,in the presence of us,who have at request,subscribed our names in presence,and in the pr~s~n~~of each oth,er,as witnesse,s hereto.U,'.,~"2 .(/ Witness/1?14 ~,~,?,~7 Witness ~~(5(~vL."""'''-'/ ,. I.~-------- l\ffibunit (@f 1£xrrutnr (@r l\bmiuistrutnr J 8'tate of 'ennay1uattia } Cltounty of lIaa41ngton 1111: Personally before me,the undersigned authority,a ~.9-.~.~.;:y in and for said County and State,appeared ~~J~~~:r..!ij:9J9.g.~D.who,being duly sworn acCOrdiggto ~wd deposes )),nd says that s he is the executor or administrator of the es-au 0 0 en I K./a .I::'ul ..tate of ·~"'I·Qlj--fJ.en a-T-k7-a..M:r-~au~eceased,t.hat the foregomg;,sc!J.fd'#le~co.psbtute it/1ij6a~n .'FauRot8d~Hena/ir~A Pa}laucompletemventoryandappraIsementoftherealandpersonalestateofL., _ ,H 1·d deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite 0 0 en each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just apprrJisFeut of each item made by the above uame~Admiui,trator.. d OSfw;r;and~2;~.C._."(J'bedIb~I.:l~:..~..m.~.~"t~is·.······?Q············}cJ !?d~~ fly ..,.;.:.:.:.:;..;::~.~..,.~o~~.Jt"·;;'I::JI·lO..~.Executor-Administrator .~·S' .........~..~·t~·~.·~t:l\~a~tl\nfb.on.A~DI~~~~~INSTRUCTIONS .~~R·.. 1.An inveh~ory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juueutnry aub~!\J:prai11emeut .of the goods and chattels,rights and credits which were of ··:igtg~i~·;·~gi.~!.~~···~·~··~·p.~~X.~~..~.late of ~.~~.~.~T~~.?.~.~P . Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY: 10 Shares Madison Fund,Inc.Common Stock4SharesMadisonFund,Inc.~1.20 ConvertiblePreferredStock 180 Shares Texas Gulf Sulphur Co.,Common Stock 10 Shares Pennroad Corp.,Common Stock (Now Madiso~Fund)330 Shares Pennsylvania Railroad,Common Stock 552 Shares Republic Steel Corp.,Common Stock 280 Shares Bethlehem Steel Corp.,Common Stock Bank Savings Certificates in name of Paul Holoden InTrustforHeleneHoloden(daughter) Pittsburgh National Bank #38373 opened 1/10/70 Mellon National Bank &Trust Company ~42632 opened 1~5/.70#49660 opened 3/3/69 #49661 opened 2/8/69 #49662 opened 9/11/69 #49663 opened 9/5/69 #49665 opened 3/3/69 #49666 opened 9/5/69 #49667 opened 9/5/69Iron&Glass Savings &Loan Association #119 , Bank Savings Accounts in name of Paul Holoden In Trust for Helene Holoden (daughter) United American Savings &Loan Association 1812 East Carson Street,Pittsburgh,Pennsylvania 111493Iron&Glass Savings &Loan Association2118EastCarsonStreet,Pittsburgh,Pennsylvania 113762 Second Federal Savings &Loan Association335FifthAvenue,Pittsburgh,Pennsylvania~rA12909 Pittsburgh National Bank SouthJLSide Office,Pittsburgh,Pennsylvania1r5675JDollarSav1ngsBank.. Fourth &Smithfield Streets,Pittsburgh,Pennsylvania#547366 . 201 2511201 3,330 00 201 25 7,548 75 20,148 00 8,155 00 39,6961~ I 28,00,.00 30 ,OO@.•OO3,00Q.00 3,00@.00 2,100.001,80~.00 1,100.0035,00~.00 2,00('.00 10,00(1 .00 10(i).40 .59 161.86 21.925~.34 ,til ·.'~0 ----...-:.-/'". •.',//';I \.--I ....-.,7'\,.: .,..-.'. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ~'-',,.'.ORPH.A:NS'COURT DIVISION IN RE: ESTATE OF PAUL HOWDEN,a/k/a PAUL F.HOWDEN,a/k/a MR. PAUL HOLODEN,_ Deceased. ) ) ) ) )NO. ) ) ) ) THE FIRST AND FINAL account of HELENK;P.HOLODEN,Executrix of the Estate of Paul Ho1oden,a/k/a Paul F.Ho1oden,a/k/a Mr.Paul Ho1oden. The accountant is charged as follows: Per Inventory and Appraisement Total Credits Claimed Balance for Distribution $39,696.26 14,777.78 $24,918.48 4/23/70 Russell Marino,Register 5/22/70 Washington County Reports 5/29/70 Guy A.Rogers 7/16/70 Burgettstown Enterprise 1/23/71 Russell Marino,Register 3/8/71 Russell Marino,Register Rene Frevil1e Funeral Home Robinson Run Cemetery Rich Florist Mercy Hospital The Angelus Hospital Homestead Hospital St.Francis Hospital W.J.Kelly,M.D. J.K.Brasuk,M.D. Letters Advertising Attestation of Witness Advertising Short Certificate Filing Inventory Funeral Lot &Opening Grave Flowers Hospital Bill Hospital Bill Hospital Bill Hospital Bill D~ctor Bill Doctor Bill 28.50 14.00 20.00 8.00 LOO 15.00 1,476.00 215.00 30.00 710.00 986.75 31.29 6.00 7.00 75.00 Drs.F.C.Duffy &F.B.Kennedy Doctor Bill 40.00 -.-< J J. Rehabilitation Medicine Associates Doctor Bill Drs.J.H.Silverberg &L.M..Rosenback Doctor Bill Jules Kann,M.D. Drs ..Weimer,Znoy &Zebel Lynch Ambulance Service St.Joseph l s Hospital Brunner &Gregory Russell Marino,Register Doctor Bill DoctoI:Bill Ambulance Service Hospital Bill Attorneys'Fee Filing this Account Total Credits 10.00 323.84 155.00 140.00 24.00 5,945.40 4,500.00 16.00 $14,777.78 ----'01---- ........__ ,Publisher ;:. PROOF OF PUBLICATION S8. Taken,sworn to and sUbscribed before me this *.?~Jaayof ~~.~.~_ .,/.-?~.~l=/j.~ /.WARD F.LOUNDNotary Public .. .'..B~GETTSTO~~::ARY PUBLiC My com.mlSSlon expIres .....'My-C;.......~1'Or{........Q1J.GN......................19..••••..•.._.. .OMMISSION 1:',;'COUNTY•&JIPIRES FEB.1,1973 State of.Pennsylvania County 0.£Washington I,_~~.~.~.~~._~.~~.!?~.~.~;,publisher of THE BURGETTSTOW~ ENTERPRISE,a weekly newspaper published in the Borough of Burgettstown, County of Washington,State of Pennsylvani'a.hereby certify that the annexed ad- vertisement __..Ro.lod.e.n.es.t n.otiOJes published in said newspaper for three 27th ................_consecutive weeks,commencing on the ,_.. May 70 .lOthdayof_19 ,and concludmg on the day of June 70............_,19 _._. 19...7.f.L..... .-~'AB~IrJ'1 @ifICE ',,J~ Est'I'""te 0 au 0 oden, ;a/k/a R.au •0 otten,a/ kia,l\~.t.Paul ol9den de- ceased,la'te of Smith Township,Washington County,Penna. .Lette r s Testamentary upon the above estate hav- ing been granted to theundersi~ed,notice is hereby given to those in- debted thereto to make immediate payment,and .-ito those having claims or demands to present them for settlement. HelenP.Holoden", Executrix R.I).1 Bulger,Penna.15019 John L.Brunner !falter W.GregorY.Jr. .Attorney 27 Main Street Burgettstown,Pa.15021 M-27,J -3,10 I.-.._ Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON C;0UNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON t STATE OF PENNSYLVANIA (58. 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 official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement 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: ......J~~y.?~.L ~.9.?Q . .........~~!:l:~~.?~~.?..J.?..?..g . Estate Notices The Register of Wills 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 hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys• •• • • • • • • • •• •• • ••• HOLODEN,PAUL,a/k/a PAUL F.HOLODEN,a/k/a MR.PAUL HOLO-DEN,Dec'd. .Late of Smith Township,WashingtonCounty,Penna.Executrix:Helene P.Holoden,R.D.#1,Bulger,Pa.15019Attorneys:John L.Brunner and Wal-ter W.Gregory,Jr.,27 Main Street,Burgettstown,Pa.15021 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notrJ'c~rtising and that~o.the~llgat'~nsofthisaffidavitastothetime,plac a,ha..:ae;erJ9?the pu .at'n ar _e.I ./ L/"C ULft4 ~_.~.~ ~~Sworn to and subscribed before ~~:=.=:==.~.'.:~~""''''''''''':''''; ...ll~t·day of...June ,19,6.7.0....,@)u,....1c ~"~ KATHERINE C.N1CHOLAS,Nota~OW&\iCublic Washlrigton,Washington Co.,Pa, My Commission Expires November 1,1973 ------------------------------------------- STATE OF PENNSYLVANIA; WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose sand sa)S that the above account as stated is true and correct as..-----~h~___verily believe,s '..c:lj¢.Sworn and subscribed before me thls...__. . _~f.2__~ Warshington County,ss: ,,., ". oj I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs "'.,/~-YJL·3q;othereoffiledtoNo,.-l2.2>.---.tb~....d..- , W''h d 'd ff''I I h'~C.-f:kI'tness my .an ,an 0 ICla 'Sea t IS__..:>.'.'!:__'.7 _ day aLQ~------------------------19-7L_..~--<1J<..~~~---_.- '>'Register of Wills ...,-;:;...\l1;:l 0 '"0 ..., 0 ."0 ;:l ~~(])0..<:I ....C)...,0 C) '1 0 :.!:ll <11...,.......~:(])0,--"....'0 >.0 (]) '<)~...i8 0..., :0 ...,,~~<11 ,[il '0 ~."'"...d <I)'.,.;:...,0 '"'~:;:l :obI>~'"(]»0 (])s :~...,..<:I ...~...,CI":o ~~CEQ..,,~'ON.".<11 ;:; t-"!T'''''D'.r •!L..li..t..,-...;.,..}, '1!l .,~I~n II'.,\'7 \I It t,J ( I J,:,~.~,j 1 •..,.... l_..~...·.'-•.C~..E ....n.'.r.pt.ft.._1IiiIi. :- j , ,. "y .,••••11 " 1 / -:! ~~. ,__-•__.,._~._._••--:"••__..,.:.,c:...;'".:~.~""••,c•.l:..c".."..;.~i..':.::"c",.::.;~..:.c:..::::'"--"::~'_'_.,~.~""",C~;;:.;"-"",;:...~:....~"':.":+i'}l,,,,,,,,,,,,.o-.c=.=:,,,"__.=_;.......:::=::.-:==:.-....~:':::-:~--.----:---~... ...'....~:.'3111 lIlr'UJrpIFll1E/QIour1 of IDusl11tt9!l1lt QIoUEty 'In the matter or the Audit or Account in Estate or ,PAUL HOLODEN a/k/a.·PAUL .F.HOLODEN,a/k/a MR.PAUL HOLODEN ......TO THE AUDHIXG JUDGE: No.429'o=f_~-...I'19~A.A. '. . ' .' '.'Enter_~Q'-IU""r~appearance ror_---'tl<.Jbu..s;;e_·...-!:A~c.<.!c...~·.I.!Q..I.'J]u..n.L..tl.Laa.·.u~u.t'--·_./_..--.,_ '.,---------=-----------'-------'-------------------- ..:_-" N.B.-':'Courlsel shall,br sep~rate p:lper.present a concise staten:.ti'!nt or each claim,with sup;lOrtin;ca!cu1:l.tion oC anr interest c1:J.imeQ.Objections to an account as Wed.shall be conciselr statEd in a sejiC'!"J.te paper. Council su;:;estiGg proper distribution shJ.l1 tile a separate c·oncise state· ment in that re;ard. ,19 71. ~~-,.....,...-......._~....,......-~......_.y '-'-;'~--';--'--__....:1.._.__. ••~...'-t.o.:.._,J._.130-........... Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J Estate Of :pA.V.~..BQ~QP~Nl ~.n~!.~..;P.AY~. ....E~...HQ~QP~N •...9:J.¥;.L9:..M.R.•..;p!.\JJ.L..HQLQPEN No 42·9··oLl.9.7.0 ,. Fiduciary H~l~P..E;..;p HQlmlE;X\. Deceased c • Date of •'.-Date of Decedent's death ~.P.riL1•..J~.7.0...,;'..'Grant of Letters .Ap-r.U..28.,...le.7Q ~:.~. (.... This is the..JD.:r.~t..9._Il.<J..fm§.L 'account filed in this estate If there have been .former accounts filed in this estate,list file number or number and term :. Election to take ~or Against will.(cross out one) Date Election Place of; Filed June..2.9~..19.7.Q.Record ,. Name of surviving spouse J.:!J.Ua.H.Q.lQ.g~n . List issue,where material: Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~No.If answer yes,name them . Legatees Helene P.Holoden Relationship Daughter Interest Entire Fiduciary,if deceased or not sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:. File copy of Notice and date of mailing ,,. Is estate subject to the filing of a Federal Estate Tax Return?.Y.~S . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $£~isL$...7.•.Q.Q.9..,.Q.Q.tgf'.€?9~.L$.~J ..?.~8.42 If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ..._-_---_ __-___._---..----_--_----..-___-__-..--_--__-----------------__._.._. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Testator devised his entire estate to his daughter,Helene P.Holoden.In his lifetime he created bank accounts and acquired bank savings certificates in his name, in trust for his daughter.His wife has filed elections to take against his will and also against bank accounts created in trust or otherwise any other conveyances made in his lifetime.The Court is requested to make an adjudication awarding one-half of these accounts to the surviving spouse,Julia Holoden.(See attached list) Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $. $. $2~~.a.H~.,.1§. $~.1t.~}.?:}.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); ; 10 Shares Madison FUnd,Inc.Common Stock 4 Shares Madison Fund~Inc.$1.20 Convertible Preferred Stock 180 Shares Texas Gulf Sulphur Co.,Common Stock 10 Shares Pennroad,'Corp.,Common"Stock (Now Madison Fund) 330 Shares Pennsylvania Railroad,Common Stock 552 Shares Republic steellCorp.;·Common'Stock 280 Shares Bethlehem Steel Corp.,Common Stock 201.25 112.01 3,330.00 '::201;25 7;548.75 20,148.00 8,155.00 If Family Exemption claimed by Petition,give place of Record:' . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: 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: The Court is requested to direct the executrix to withhold from distribution the sum of $10,000.00 for Federal Estate tax contingencies. Helene P.Holoden Julia Holoden COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being dufy _..SW.9.:rn _doth depose and say that the facts set forth in the foregoing petition are true to the best of ~~!:'_knowledge and belief. one·..;;half residue one-half residue And your petitioner will ever pray,etc. ...............................o.~.. ...........SMwrn to and subscribed before me this day af.~pj;<m.!1.~.L·:7'-}//!-~j ~O'V'__L /l.~.. Signature of affic .~ ~"\'b. Title of Officer ~9.~~\..r:.'!~~~t<;.,.\C\f"'"~\n~· Office expires Q~~~~~~.?~~~,?~z.:.0\)\·".'.• ,.~-:."";' .,..' ~ 1 No.429 of 1970 ," " .'-~- ":.. ", Estate of ._,~A-UL--HQLQDEN~..aikj.a... PAUL F.HOLODEN.a/k/a MR. PAUL HOLODEN Deceased Fiduciary_...!~~!.<::_~~..P_:.__ff9.1.9_g~p'-_...._ PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No,9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 3.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Attorney ~2 r'i I r-'f f ~,~C:. ~72 JMt 28 All!!Zg RUSSt:LL M/~;:\1 t~0 REGISTER OF V~'iLLS WA.SH1NC;TON CO..Pt\. ,. ,.,-.'\.'} , ~ f ,J ,' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.-.-- ORPHANS'COURT DNISION ," J The HONORABLE P.VINCENT MARINO,Judge of the said Court. HEARING ON AUDIT INRE:' Estate of ". PAUL HOLODEN,a/k/a PAUL F.HOLODEN,a/k/a MR.PAUL HOLODEN, ~,~.Deceased. >...>-UlZ Z IIIII. Zo..Cl .i BEFORE: Ul«~ ( ) ( ), ( ) ( ) ( No.429 of 1970 • I .1., " accOUJ;lt'be continued to the 27th of September,1971,at 10:00 A.M., are Brunner &Gregory.Counsel has ,requested that the audit of this deceased. c, / ..=0, ii:. '~APPEARANCES:Q .' ...«§c :J., ~TIME: N uiII:III..II:o~THE'COURT: II:..0: :Joo ~§ II.II.o BRUNNER &GREGORY,Esqs.,of Burgettsto\yn,Pa., representing the Accountant. .'TuesdaY"Septernbe;14,1971"at 10:00 o'clock 'A.M.,EDST. Number 429 0(1970,the estate of Paul Huloden, ,. The Executrix is Helene P.Holoden and the attorneys that is Monday,the 27th.The Court will honor sald request and we ,will continue the audit of this account.to September 27,1971 at 10:00 .A.M.Is there anyone else in Court at,this time interested in the estate,of Paul F.Holoden,deceased? (NO RESPONSE) THE COURT:The audit 'is continued to September 27. (AUDIT CONTINU;a:D) .. .,- J" e· r .~.....J ,IN THE COUR'T OF COMMON PLEAS,OF .WASHINGT.ON COUNTY,PENNA... ORPHANS'COURT DNISION HEARING ON CONTINUED AUDIT INRE:. Deceased. .",,' ..No.429 of 1970 ).. ) ) ) ) ) ) ) ) THE HONORABLE P.VINCENT MARINO, Judge of the said Court.. ESTATE OF PAUL HOLODEN,a/k/a ~PAUL F.HOLODEN,z~..I>-UlZZIIID. Zol-e>z ~BEFORE: c(~ .. morning for the Court? TIME: MR.GREG0RY: WALTER,;W.GREGORY,ESQ~,of Washing on, Pa.,representing the Accountant. Monday,September 27,1971,at·10:00 o'clock A.M.:,EDST. Mr.Gregory,did you have a matter this What was that?. This is the time the Court fixed on the con- .Yes,Your Honor.MR.GREGORY: THE COURT:' t-=!:!lI:I-~APPEARANCES: ..Ic( § Q::J., J:'l-I'-CII iii II:III~.o~.THE COURT: l-ll:::JoU oJc(oii: ILo ~. (to, Ie I , tinued audit"of the estate of Paul H6loden at Number 429 of 1970. I have the necessary papers.There is a question in this estate, Your Honor.The Testator had a wife and daughter.And he,in his will,devised his entire estate to his daughter.He had also 2 . established bank'accounts and savings certificates in his name i~ ." trust for his daughter during'his lifetime.The widow has filed wife is entitled to one-half. her election to take against the Will and ~o take agains t convey- ances made by hIm and the Court is'asked to adjudicate that the •THE COURT:Is the widow r:epresentedby counsell paid and the Court is asked to direct the Executrix to withhold Estate Tax.And we have a copy of the Tax Return.Tax has bee ~ frrQm distriQution the sum of $10,000 for estate tax contingencies. Tax. . No,Your Honor.The estate is subject to Federal . None ,.Yo.ur.Honor.Excep~the possib.ility of Federal ~state Are there any unpaid claims;,Mr.Gregory,( And the only question for adjudication then is this lVlR.GREGORN: THE COURT: <l:~MR.GREGORY: .I>-enzzIIIII. iol-t'Z J:en<l:~ ~THE COURT:uitI-!!!a ..J::!:u a::l~ J:.."(II rProble~m with the cW~¢ow. in that;?Are the facts admitted( THE COURT: ., MR.GREGORY: Would it be necessary to take testimony in any event Yes,Your HonOr. I don't believe so,Your Honor.They are all admitted It's only a question of law? . 'THE COURT: viII:IIIl-II:o~MR.GREGORY: II: l-II:'::loU .I0( U......o 1.I I ~.I UIe '.' lVlR.GREGORY:Yes. THE COURT:Is there anyone else in Court at this time interested in the estate of Paul Hoioden,deceased? (NO RESPONSE) THE 'cOURT:The audit of this account is ordered closed and'the ' 3 Court will adjudicate the problem concerning the widow . • (Proceedings Closed).' =!:z oe(>oJ>-UI Z ZIIIII. Z0'l-I) Z :z:Ul'oe(~\- ,.' )' %t::CII iii«~. oLIII0:.,: 0::JoU oJ • §1"hu fo~e.oilli l'~;t:o.rd ox tiu~~~(tWingB upCioUJe ~in&(it &be aboy ILIL .o _c......hflnby app~oVtfdaua ttll"ectfJd to.b(~tt1f#d. -, J In t4t QInurt nf QInmmnn 'ltns nf IIns~ilt!1tnn <!!nuutg, 'tnnsglunnin,@rp~nns'<!tnnrt ilinistnn ESTATE OF Paul Holoden a/k/a Paul F. Holoden a/k/a Mr.Paul Holoden deceased No.63-70-429 In the matter of the First and Final Account of He leneP.Holoden Executrix ADJUDICATION AND DECREE And now Janua ~19 72 this matter came on for hearing, audit and distribution at this session and testimony t ken;'and the;eupon,up~n due con.s ide rationthereQ~the bal@ce for distribution in rthe hands of the Accountant.IS deter~lt~ed to be $c!!,..2IB.!!o and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be.paid out by the Accountant in ac.cordance with .the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION .~-' Balance peraccount'_ Balance 1 Deduct Clerk's Costs &Receipts 41.00 Attorney Brunner &:Gregory Helene p.Holoden,Executrix,reawardfor Feder~1 al.Estate.tax contingencies.After the tax is fully settled and the accountants liability ceases,any balance of this reaward remaining shall follow the decree of distribution herein ma.de,as it relates to the residue or balance and no further formal accounting of the fund shall be necessary,10000.00 $24,918.48 $24,877.48 '1~/tg//'f7-z.-- ~$~/t!.1 ~~.~cJ,~. .I;};)G/ $14,877.48 Russell Marino,Agent,transfer inheri tance tax,$1105.48 Interest from 7/4/71 to 2/6/72 39.07 Contribution to maintain assets of estate in kind for dis tribut ion, Helene p.Holoden,daughter,1/2 balance, Julia Holoden,widow,1/2 balance, 1144.55 19848.13 19848.13 No balance NOTE:Included in the above balance for distribution arf;l the following assets held in kind and distributed as sulch at tru appraised value and in the proportionate shares as l3et fortll therein: 10 shares Madison Fund,Inc.common stoc~$201.254sharesMadisonFundInc.1.20 Conv.Pfd.stock 112.01 180 shares Texas Gulf SUlphur Co.common stock 3330.00 10 spares Pennroad Corp.com.stock (now lMad~~g~)201.25 330 sha,rasPennsylvania Railroad com stoc~7548.75 51)2.shar-es Republic Steel corp.com stock 20148.00 280 share.s Bethlehem Steel Corp.com stock 8155.00 - No._ In the matter of the Account of of Estate of i\~ju~itatinu aub m~tr~.e -.J t.~.::f'! • I J .,i -1.--.,.....~l-,,..t' t72 J/Hi.2R=Ali [I '2 B RU_SSE L'.'unuw TU:GIST [n 0F WILLS WASHiNt~:TON CO,.PA. ~L .. '- ~ I ,.. ~~~2 IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF PAUL HOLODEN. deceased. J AND NOW.July 27,1970 '., ~~.~..,~}.. ~.•".J.;';,. '",~.....'...... the surviving wid.ow'of Paul Holoden,deceased,and that I hereby elect to take against any bank accounts created intrust or otherwise and any other conveyances made during his lifetime and to receive my share of these as though he had died intestate and P6ssessed of them. STATE OF PENNSYLVANIA ss COUNTY OF WASHINGTON Before me,the undersigned authority,personally appeared JULIA HOLODEN,known to me (or satisfactorily proven)to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. In Witness Whereof,I hereunto set my hand and official seal this ~ IN THE ORPHANS f COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF PAUL HOLODEN; deceased• .AND NOW,..,-__J_tl_u_e_2_9_,_19_7_0__---,.-..,.-,I hereby declare that I am the surviving widow of Paul Holoden,deceased,and that I hereby elect to take against his Will and receive my share of his estate as though he died intestate. JJ1.iaHOfoden .. STATE OF PENNSYLVANIA ) ss COUNTY OF WASHINGTON ) Before me,the undersigned authority,personally appeared JULIA HOLODEN,known to me (or satisfactorily proven)to be the person whose name is subscribed to the within instrument and acknowledged that she executed the "same for the purposes therein contained. In Whitness Whereof,I hereunto set my hand and official seal. My Commission Expires October 12,1971. NOTAptYPUBLIC Wry Commission Expu.".r t?.1(i': jiurgett~wll.Pa.Wl$hmatoll;(r.ili.; J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHAN'S COURT DIVISION ESTATE OF PAUL HOLODEN, a/k/a PAUL F.HOLODEN, No.63-70-429 a/k/a MR.PAUL HOLODEN,. Deceased PETITION TO DETERMINE TITLE TO BANK ACCOUNTS AND SAVINGS CERTIFICATES TO THE HONORABLE THE JUDGES OF SAID COURT: The petition of Julia Holoden respectfully represents 1.That your petition~ris Julia Holoden,the widow of Paul Holoden,deceased. 2.That your petitioner resides at R.D.#1 Bulger,Smith savings certificates in his name in trust for Helene Holoden,the daughter That decedent in his lifetime established the following ~II I1~I!!I~ $28,000.Oq 30,000.od13,000.00 3,000.odI2,100.001 1,800.OO! 1,100.00 i 35,000.00 2,000.a 10,000.00 38373 42632 49660 49661 49662 49663 49665 49666 49667 Certificate No. .Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Pittsburgh National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Iron &Glass Savings &Loan Association Certificate No.119 3. of the decedent,and your petitioner: Township,Washington County,Pennsylvania. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHAN'S COURT DIVISION ESTATE OF PAUL HOLODEN,) ) a/k/a PAUL F.HOLODEN,) ) a/k/a MR.PAUL HOLODEN~.) ) Deceased ) No.63-70-429 PETITION TO DETERMINE TITLE TO BANK ACCOUNTS AND SAVINGS CERTIFICATES TO THE HONORABLE THE JUDGES OF SAID COURT: The petition of Julia Holoden respectfully represents 1.That your petitioner is Julia Holoden,the widow of Paul Holoden,deceased. 2.That your petitioner resides at R.D.#1 Bulger,Smith Township,Washington County,Pennsylvania. 3.That decedent in his lifetime established the following savings certificates in his name in trust for Helene Holoden,the daughter of the decedent,and your petitioner:I $28,000.oq 30,000.og 3,000.OQ;3,000.odI2~100.OOi, l~800.001 1,100.00 i 35~000.00 2,000.a 10,000.00 38373 42632 49660 49661 49662 49663 49665 49666 49667 Certificate No. .Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Certificate No. Pittsburgh National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Mellon National Bank Iron &Glass Savings &Loan Association Certificate No.119 ~_... 4.That decedent also estabUshed during his lifetime the following savings accounts in his name in trust for said Helene Holoden: United American Savings Savings Account &Loan Association Number 1493 $100,40 Iron &Glass Savings &Loan Association 2nd Federal Savings &Loan Association Pittsburgh National Bank Dollar Savings Bank Savings Account Number 3762 Savings Account Number A 12909 Savings Account Number 56753 Savings Account Number 547366 7.59 163.86 22.92 59.34 5.That your petitioner on July 27,1970 filed with Helene Holoden,Executrix of decedent's estate,a timely election to take against any bank a~counts and any other of the conveyences made by the decedent during his lifetime. WHEREFORE,your petitioner respectfully prays your honorable court to establish that your petitioner is the owner of 1//2 the said accounts and certificates and to direct Helene Holoden,Executrix, to turn over to her 1/2 the amounts in said accounts. ~lOd~·-··-'--------t ,..", COMMONWEALTH OF PENNSYLVANIA ::ss COUNTY OF WASHINGTON PERSONALLY appeared before me,the undersigned authority,JULIA HOLODEN,who,being duly sworn according to law, deposes and says that the facts set forth in the foregoing petition to amend are true and correct to the best of her knowledge and belief. Sworn to and subscribed before me thisOf~ay of April,1972,A.D. J[)/~ 12,1975 " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHAN!§COURT DIVISION ESTATE OF PAUL HOLODEN,) ) a/k/a PAUL F.HOLODEN,) )No.63-70-429 a/kl a MR.PAUL HOLODEN,) ) Deceased ) JOINDER ,AND NOW,this c2ll?!£day of April,1972,I hereby acknow1.edge to have received a copy of the foregoing petition,to have received notice of its presentation to the court and state that I have no objection to said petition and I join in the prayer thereof. d~0~' Helene Holoden (", IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHAN1S COURT DIVISION ESTATE OF PAUL HOLODEN,) ) a'/k/a PAUL F.HOLODEN,)No.63-70-429 ) a/k/a MR.PAUL HOLODEN ) ") Deceased ) DECREE ~ AND NOW,this~day of April,1972,upon consideration of the foregoing petition it is hereby decreed that Julia Holoden is the owner of an undivided 1/2 interest in the savings certificates and savings accounts enumerated in said petition and it is further decreed Helene Holoden,Executrix,shall forthwith turn over to Julia Holoden 1/2 of the amounts in said certificates and bank accounts. IN THE COURT OF COMMON PLEAS OF WASIDNGTON COUNTY J PENNSYLVANIA ORPHANS COURT DIVISION IN RE:ESTATE OF PAUL HOLODEN,) ) a/k/a PAUL F.·HOLODEN,)No.63-70-429 ) a/k/a MR.PAUL HOLODEN,) ) Deceased.) PAY TRANSCRIPT IN ACCORDANCE with Adjudication and Decree of the above Court on January 27,.1972,we,the undersigned,approve the amounts set opposite our names as being the amounts to whi'<:?h we are entitled and receipt for payment to same. NAME AMOUNT RECEIVED DATE SIGNATURE Russell Marino,Clerk's Costs and Receipts Russell Marino,Agent, transfer inheritance tax Helene P.Holoden, daughter,1/2 residue Julia Holoden,widow, 1/2 residue $41.00 1,144.55 19,848.13 19,848.13 J/r/N ~f2 oU& e5/g)12-~1Ldo-A~~ u Jl,3-7()-'I~? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W1\$.l.IJN.G.'+..QN.. i4 Form RCC-33 RESIDENT DECEDENT 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.) IN THE MATTE»7F THE ESTATE OF }Paul Holoden a/k a Paul F.Holoden,AFFIDAVIT OFaZkl.a...Mr.•.......P.aul...Holo.d.en................................................................................EXECUTOR (State full name of decedent) Washington .ADMINISTRATORLateofCounty :::.:.~-~:::~:~~::~:::_:_::=::::}", Helene P.Holoden of the estate of the above-named decedent being duly sworn,depose S and say S ................................Executor Decedent died ...........APE.~~..~. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. (lIay),19··(·?2~)·····,{~~~eaVing a last will,copy of which is hereto attached.} BRUNNER &GREGORY ..27 .Ma in 8treet,Burgettstown.,..Pennsylv.ania 1.5..021 . NONE That as such ~~.~~.~.~.9.E deponent is familiar with the affairs of said estate and the property con- (1';x"clItor·Admini8trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT 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 fully 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,'cr~ditin banks.,",..'"-,of deposit,savings banks,trust companies,or other institutions,whether individually,l,..o·r'.irl.trust for any other person or persons giving also separately the accrued interest thereon,if"anY(.1?~I(o;~~the.last interest day prior to decedent's death in the case of savings banks,and to ttie date.of.~decedent's,.death in all other cases;all bonds,postal savings,treasur~'certihc'a:t~s)~~;Jot'~s and"other~evidence -~f in- ....,."--..'ioidebtednessoftheUnitedStatestothedecedent;all obligations;whether by statqteor agreement they\."\,\...~?are designated as tax free,of the Uni ted States,or any state,Jor .political subdivision thereof,or of',"";-1 ;,'.•any foreign country,which are owned at the time of death;all wearing apparel,jewelry,ti~lve,rware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,.a.nd':any'and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly'estimated market value thereof;all bonds and mortgages 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 o~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 o~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. v ·. 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 dec~dent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individua,lly or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating sucl1 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 state~ent 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 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 Impaid 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 settlemen't 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 amoun t of tax'assessed can be reassessed in accordance therewi tho That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. ~l_d~. (Executor-Administrator) ",..""R,.,D."."",if..l.,, ' (StTeet Number) "..,.."~.~lg~.r."t r..~.D.D..~.yJ.Y9JJt.~,,. (City or Town and State) 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 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. ,. ~/,,',CC-34 (1-64)~OMMONWEALTH OF PENNSYLVANIA DEP).RTMENT 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 rncrtgages,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 lost page of this return. • '~:r RCC-35..CO~{MONWEALTH 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 li.sted,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,pa.intings,a.utomobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property l1eld 1n 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. --...,..-------------.,--------""'T"--""'T"-----.,....------- Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write 1n this space) 10 Shares Madison Fund,Inc.Conunon Stock 20 1 18 .41</. 201.25/'1 4 Shares Madison Fund,Inc.$1.20 Convertible Preferred Stock 'fKfr1 112.01 //:2.01 20 1/3 .J 330.00, ~:J 18 1/>3,330.00 d'<hJ 201.25 I ~rf.J-:tJ 22 7/3 7,548.75 01(('1 :J 36 1/>20,148.00 o1\!l'<l 29 l/~8,155.00 10 Shares Pennroad Corp.,Conunon Stock (Now Madison Fund) 280 Shares Bethlehem Steel Corp.,Conunon Stock 552 Shares Republic Steel Corp.,Conunon Stock 180 Shares Texas Gulf Sulphur Co.,Conunon Stock 330 Shares Pennsylvania Railroad,Conunon Stock Insert this total opposite "Personal Property",Schedule "B"1n the "As Reported"column on the last page of this return. x X ~39,696.26 -, ,RCC--36Ii' Cc)MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)yes (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)---:n=o__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (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 possibil.ity that.the property transferred might return to transferer or his estate or be sUbj ect 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)yes (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or nO)~Yre~S _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others alone ,--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer prnperty,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_~n~O~_ 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,H,or E. DEPT.VALUATION (Dept.Only) 100.C/o t2.1'QC>Cl,00, 3o,ooe;,~o 3 600.063 (000.6(j :;..I Je;C>.00 J I (00.00 I '100 00k.3~1'000.00 ~000.00 I for Helene 7.59 59.34 22.92 163.86 100.40 MARKET VALUE (Es timated)DESCRIPTION Bank Savings Certificates in name of Paul Holoden,In Trust For Helene Holoden (daughter) Pittsburgh National Bank #38373 opened 1/10/70 ,28,000,.00 • Mellon National Bank &Trust Company ~{) #42632 opened 1/5/70 ~30,000.00 #49660 opened 3/Z3/;69 ~3,000.00' #49661 opened 2 8 69 y}I 3,000.00. #49662 opened 9Z/l1h69 2,100.00 #49663 opened 9 5/69 1,800.00 #49665 opened 3/3/69 .1,100.00 #49666 opened 9/5/69 35,000.00 #49667 opened 9/5/69 2,000.00 Iron &Glass Savings &Loan Association ~ 4fr l1911J10,000.00 Bank Savings Accounts in name of Paul HoI ~en In Trust Holoden (daughter)v ~ United American Savings &Loan Assoc. 1812 East Carson St.,Pittsburgh,Pa. #1493 Iron &Glass Savings &Loan Association 2118 East Carson St.,Pittsburgh,Pa. 4fr3762 Second Federal Savings &Loan Assoc.( 335 Fifth Ave.,Pittsburgh,Pa.~\ 4frA12909 'it Pittsburgh National Bank -'P't South Side Office,Pittsburgh,Pa.\1' 4fr56753 Dollar Savings Bank \ Foyrth &Smithfield Sts.,Pittsburgh,Pa 4fr 547366 ITEM Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.$116,3 54 •11 --_.-------------------------------------- • '.1'·-,•'!RCC-38 COMMONWEALTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal ,property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent.._-.. Description of Property,Date of Acquisition,Name I Unit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate.!In This Space. Value of Value of Entire Decedent's Property Interest -- NONE I / I I I , I I I I I I Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ·~ ~..~-'.~.,,.....,,... RCC-37,(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER.INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h .......:"',RELATIONSHIPBENEFICIARIESANDADDltESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddresse~of all who illegitima,te 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 Helene P.Holoden Daughter Yes Entire R.D.=IF 1,Bulger,Pa. .. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ------, ~IA TTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) {. .' ~'"d ::tl...Cll Cll\lj ...\lj::s '"--en 0.....::s '"dCll\lj ... ...--0'"'0'"d Cll.......g ~ !l'< ~~~en t'%j '"....\lj fD o...o'"'" ...Year . IN THE ~No.Will Administration Paul Holoden,a/k/a Paul F. .H()J9.c:l~I1".l3,I~I~..Ml:",..:pa.tl:l..H()J9.c:l~n .. Deceased Late of . County of Wc:l8.htngt:():rt. Commonwealth of Pennsylvania REPORT AND APPRAISAL enc:s::s:::>::tl W en en >< (:)(:)?'"?'"?'" d ~~;:::--- -oo-oo..-n~~~ .'>-.:>~~:1-'.'1-'ow)'"....;~:0'\~::tl_ ~~~O'Cll_ .W\O·'8-~'U1 :0'... :~.~....ctc..~.•.()o.-1-',. 'J ,1-':\.) -oo~..-n~~~ "":eJ) .....r:s--. () :~~ ~~ .........:;;:,~~~'-J~~~~t::.•~ :~ :>;r. t::l~-ctNl...-2. ::lctc.. •'~C'. ..J). .. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Helene p.Holoden (Executor ~iI IN YOUR REPLY PLEA8E REFER TO J In Re:Estate 0 f __--lP;;"l;A:ulJ..llJI.-.l.H.u,.ouJ..I.Qu..du;;e;un _ _____..JWlll:a;L.>sllhJ.Jj~nJ€g:,J.td....QLLnl__County - FHe No.63-70-429 DearMiss Holoden, You are hereby notified that the ~Q~r~j~g~j~n~a..l.J__------ appraisement in the estate of__~P~a~ul~~H~o~l~o~d~en~~~---___ has been filed in the office of the Register of Wills qf Washington County on March 30 ,19~.Said appraisement reflects the following valuations: Real Estate _--'-_..:...-_ Personal Property ~3~9+,~6~9~6~.2~6~--- Transfers ~1l~6......3?_5~4!=-!.~1l::!::....--- Tota1 -=1~5..:..6L.,0~5;....:;0~.....37.L..___ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _--=.M.:=ar:::....:;c.:..:h....::3~0:...l,:.-.=1~9..!..:71=--_ DATE OF DEATH:April 4,1970 Note:This is not a bill. Signed a¢,g,d \~rfR"~. Title ALFRED TOSI,APPRAISER I '.•~.••.-. ~CC-39 (5-68)•(/'~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT Estate of Ho1oden Paul DATE OF DEATH 4-4-70 FILE NO.63-70-429 (Last Name)(First Name)(Initial) I I 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 realand personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:March 30,1971 ~:rx~A~' REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction.; Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A)$$$ Personal Property (Schedule B)39.696 26 '1Q.6G6 2(., Transfers (Schedule C)li6.35k.II li6-'1 ')}."Joint-Held Property (Schedule E) TOTAL GROSS ASSETS 156.050 '17 1')6 0l)0 ?.!7 Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities .......•..•....•...$.t=t=t=ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $2%$ Tax on $@ $ Tax on $5%$ Tax on $10%.$ Tax on $15%$ Exemptions *(*)As evidenced by Charitable Total Estate Exemption Certificates issued TOTAL TAX $by the Secretary of Revenue. Less tax previously paid $EBALANCE$ Less 5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $t=Add interest at rate of 6%from to $ AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$l-BALANCE DUE $ Add interest at rate of 6%from t=to $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. l)~ ! Will l Administration ~No..... IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....PAUL ..HOLODEN .... Deceased Late of . County of SMITHTmJNSHIP . .Y'1I.$BLJlJO'I'QN .. Commonwealth of Pennsylvania REPORT AND APPRAISAL '. I , ~Fonn RCC-2 .~......~~~~.....?g?:...~~??~....................COMMONWEALTH OF PENNSYLVANIA DATE ............. f)EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........~~~.~~~.??.......................................COUNTYBUREAUOFCOUNTYCOLLECTIONS HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO..........A'?:::..7.9.::4?:.?........................................... Whereas,................................................P..9.w.....HoloQ.sm............................................................late of ............................S..mit.b.:..T..own.~.hip................................ in the County of .......................W9.p..bingt.o.n..............................................................................Commonwealth of Pennsylvania,having died on the ..............................f.Q.mb............................................day of ..................Apr..U...........................................19..70...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,AIFRED TOOl 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ PERSONAL: See conv of schedule "B"attached to appraisement 19.696 26 I TRANSFERS.:I I See copy of schedule"CII attached to appraisement 116.354 II , totaJ.156.050 37 I, I " i I . 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 .....................a;?O'~.........day of ..............::....:......:.:..:........:::......................~~......................~9&.. Appraiser ....................................................................................................,............."............".................................. ~(Number and Street) ..................................................~........................,Penna. (Post om ) .-- Wa.:sh:4lgt.C?Il..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Paul Holoden Deceased. Late of §r.n,;i:~p.'J:'.9.Wr.1.l3.h~p . Date of Death 4-4-70~. AppraisemeJ!t Docket Vol.,d5!... Page,~..Z~..7 No §?..:7.~4.?.:(l... Filed in Register's Office,~~.~p..3..Q 19 7J.,. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged,.~ .. ~ 1= Form RC C-I0 OFFICE OF THE REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J THE SUM OF . .__...._$/¥,ela~J8 DATE APPROVED 'A1/7.~..... ~..y.tl1'n~dlJ Register of Wills,Agent 7'f- , =f~"-"do.-.w"""'--"'u:LJ~_H;:.~o:.=lolo.loo!.:::d~e~n!:L.L.ATE oFSmith Township,Washington Co,,Pat DATE OF FIL.ING APPRAISEMENT DAT5 OF DEATH April 4,1970. DATE NO.OF NAMIL OF PAYEE REMARKSVOUCH""AMOUNT lRus~ell Marino.Register Letters 28 50 Wtl q}d Y'lO't:rm r.mmtv RenOl"tR Advertising ILl.00 Gll':IT"_A.L ROQ'ers Attestation of Witness 20 00 I , Burgettstown Enterprise Advertising 8 00 IRllR!'l.e 11 Marino.R.e.gister Short::Certi f'i CAtP.1 00 Russell Marino,Register Filing Inventory 15 00 Rene Freville Funeral Home Funeral 1,476 00 IRoh-i Y'lqf'\Y'l Run CemeterY Lot &Opening Grave 215 00 1o",,.\.-.'[;11 ~.....~n+-Flowers 30 00 11\1,.Hosnital Hospital Bill 710 00 The AnlZelus Hosnital H,..,~ni.tal Bi 11 986 75 HomARtp.::ld Hosnital Hospital Bill 31 29 st.Francis Hospital Hospital Bill 6 00 w.J.Kellv.M.D.Doctor Bill 7 00 J.K.Brasuk.M.D.Doctor Bill 75 00 _. IDors.F C.Duffv &F.B.Kenne dvDoctor Bill 40 00 r IRehabilitation Medicine ASBO ciates Doctor Bill 10 00 J .11.-sr.lveroerg <'Yt .1.1.ilJl. Drs."RA",o~b::lck Doctor Bill 321 8li Jules Kann.lVI.D.Doctor Bill 1.55 00 Drs.Weimer.Znov.&Zebel Doctor Bill 14.0 00 ILvnch Ambulance Service Ambulance Service 24 00 -- St.Jose13h's Hospital Hospital Bill 5,945 40 Brunner &Gregory Attorney's F'ee 4,500 00 RllQQ~ll Marino Register Filing Account 16 00 tll.fd tr C~T.r tI,Ut 1JI .777 7R COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington 5S: I,Walter W,Gregory,Jr.,.Esquire,HEREBY CERTIFY.THAT.TO THE BEaT OF .MY I<NOWLe:CGE ANCBELIEF.THE FOREGOING III:)A u...I~~~,l;""tl.ST,uaV'Or..',~u olcp'ePJEPlT'F f U'm31.L(H!l'e'!tIjES AND EXPENSES OFADMINISTRATIONSUBMITTEDTOTHEESTATEOF~.......",~'----"'=-''___=::....;a.=:=-~:..=.:O~ia::..5':.=n _DECEASED.AS DEDUCTIONS;FORINHERITANCETAXPURPOSES.'4 .:2 b -LJ -~=~:::.=-.:~~:L.,~~;,..-~~~~~---(L.5.)~DAY 01" 2. BOD A.FilAi'll(S Prothonotary My term ell/llms First rf'Dm!z:~••Jan.,1976 Februaror 25,1972 I Mr.Rilllph Cherner A&n1l'l1lftt'atlve SUpervisor 216 City eount1 Bu:1141ng Pitt.sburgh,pennsylvania 15:219 ~,--- 0'::' .....:>-""'-1"~~).!; ::0 ._., Att$tlUon:Mar1us G.santicola,Cb:Lef Appt~aeJf~,:r=-,.. Re l Estat.raof Paul aoiiCexi3 FUe mo.63...10..429 county 'of Washington Dat.e of Death ..4...10 ~Hr.sant1cQlcu We have your l.tterof .Df3aern'be1t 3,19'11.,with anenclQsed .1ettQr from Attorney Walter W.Gregory.eer- Ufying that the abOve decedent had been &legal tesld$tl't in waah1ngton County at:t.he t.ime of b1s death. Th1$being so,tM f111ngOf ·an (lppraisemEL'1t on November 3.1911,111 the office of the Reg1at:.erof Will's of A1109ben,e<:n1nty was et'roneous. ACcord1nglr•.we hfU'ebyauthor1.~Jon t.0 vo14 theent.ry c>f tfut appJ;uaemen:t from t'he Register s dOQket 11\. Allegheny county.u well as.t.o dancel '11e No.2-71...M--1505assignedtotb1$estate. Afte tb1$bas beenaeeompl1eheti.ell dOc::urnents sbcu14 be forwarded to the R$gi.$terof flllJ.·s:of Washington County fox-appropriat.e eI1'try:Ln bis 4Ocket. All tna1::ters concerning t.'h1e estat.e will be made asnatterofrecordint,hecowt.y ()f the aec~t·e:4omic11e an4resi4en.t,Washington COunty., Very tt"Uly yours, Herber1:A.Brinkley ACting Asuet.ant Cbie£ lnhet:i:t.ance ~.Division i'ot.PeterJ.ff.dfal~#Director Bureau of CoW\t<uQ)llectionsHAS/l1 v~ C.Ch Walter.W.Gregory,.Esqui.re /' (he..Russell Merin~~Rf1C1i..st.er Of.'W111$Vc.c.Fl'&nces Leo"\.Ome!AppraiS&~ .' " ., ;.(':,.."-:.(,•..1 ..~"'." ,,COpy OF INVENTORY &3-7()-L/f).J 3 ?'.:"';"J':-.J. ..- :~,-" '., ',notary Hetenep.Holeden ., t ~t '!".'.'s .lauJ,io1oden'k-,/kla f'U!l'.'.ft6188.8~en a a ).)1".~u ..' ' ~.. " '.-- FebrUary ,. 71: .~..:~ ,20 ':'.' . .", ;~~,;,'.... ,..........', ,.. ','. I ., '...,.., ".,..'~..•~."\> " ,r '.•.."'-"1.:;< "..~"~.,. ..... .1 ".~."..., •,,.... '....."':"~.I..J ~.~•• ,,..pa~iI!tNlkIian."·llit.~&JllrNlmfpt.of the goods and.chattels,rights ar;-d-credits -zphich.wert: "'".H010d4!n,:-i~T.'"lIr.,fi,ul1-~".'"\SUlIth Townsliip . ,.'..','. of :L;HQ.1.Qg.l.n ~:;.'::.:::~::;late of :~:.:·::. •• _~'.•_ ,••_ '•t ~f ,"1 .''...-._'.'.'..' .'. Washington County;Pa:,taken'and made in conformity with the above affida:vi~.-...'.... ,I.,.'oOLLARS ..CENTS I \ 59.34. ,:~.".'"'- ,22.92 ..163.86 .7.59. 28,000.00 10Q.40 '.201,,25 ,112 '01 3,330 00 201 25 .1',548 75 20,148 00 8,155,00 39.696 26 ,:!o,goo.og3,00.0 3,000.002,100.00 1,800.00 1 11 100.00 35,000.00 ' ,'2,000.,00. 10';000.•00 -~. .:t.,.,,, PE~ONALTY:.....,..:-..~::-,'', , ''.'i", •10 "Shares Madison 'Fut'ld,Inc~COQIIlon'Steel(,'."..'.4 'Shares Madison Fund,Inc.,1.20 Convertible'.".'PreferredStack ,,''."."../"-., 180'Shares Teus 'Culf'Sulphur Co."COl1IIl~n'Stock ) .,10.,Sha~~s·.~~road~o.rp•.;,.:,~~n ~~o~k ~No't.~~3J'. 330Shar.a Pennsylvania'Railroad:,C~on Stock "., 552:,Shares Repub1icSteel Corp ••COJI!lIlOn Stock '280"Shares Bethlehem Steel'Corp~.Common Stock. .Bank s.vings ..c..ertifl.cates (in name.pl.Paul Ho1od..en InTrus~f~rH~~eneHolo~en.,daughter)'~~"',"'. .Pittsburgh .National,Bank "...,.,. , .#38373 opened 1/10/70:'...",... i,MellonN.tiona!.Bank &Trust Coaipany··. Stiil~:~~:~'~~i~X3 #49661 ,opened.211.8/6,9."149.6.62 opened 9.Jl}69#49663 'opened'9,S 69 '4966S opened.3/3/69 ..,.,_."49666 opened 9/5/69.,'," ""#49667'opened 9/5/69 ""-Iron .&:Glass',.Savings &.'Loan Association1119.:;., ·:Banl<Savings,Accounts ;~n n••of Paul Holoden:In .Tru~t::·.'for.Helene Holoden,(daughter),.,'.....,.'. United American,Savings &Loan Associatio.n..,',i ,1812East CarsonStr.et ..Pittsburgh,Pennsylvania".,,#1493"'..',", Iron &.Glass Savings &Loan 'Association .....211$EastCars,on Sfreet,P1.ttsburglh Pennsylvanta.','3762 ",'..,'f'."':"'.:'.'-" Second Pederal'Savings'&Loan Association.' :335 ,Fiiti9t;enue;,~ift~~urgh.Penn,lly1vania·· Pittsburg~National Bank ,,_.'"., ,South,ASide Office,Pittsburgh,Pennsylvania:'1'56753. Dollar Savings Bank ~,',Four~)st7~Wlt~~le~d Str.e~~8,Pittsburgh.Penn,sylvanla ,. I • I ".-~,'.