HomeMy WebLinkAboutOC1970-0710 - ESTATE OF WILLIAMSNo ~.?:-.1g.:-}.~g _.
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ttl"/y.\~,"PETITION SUR AUDIT
IN'TH:E ORPHANS'COURT OF WASHINGTON COUNTY'.t,/
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Estate of....;J?BA.J?..~~...WJ~.~JAM§..~i.~I.~....__....._.i";J?g~~~9.~~..gA~?.'f9~..!:y:~~~~~~'..~[!<:l~.
B.R.WILLIAMS Widower '....................................,.
Deceased
Testate Form J
Date,of Date of
Decedent's -death.~i~Y-..J.~,J.9.7.Q Grant of Letters .J.'!+lY-..J.7.,J9.7.Q )..:~_ .
This is the :Jir.st..and.JinaL ~;:;,account filed in this estate
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If there .have ,been Jormer;accounts filed in this estate,list file number Dr number and term NQf:l.~:~..,-.,--\.....~.-~,.....-.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Fi led Record ..:.'.
Not Applicable
_.Name of surviving spouse .NQne .ne.c.e.den±.w.as..a.~,tid.o.w.e:r&.His~w.ife*"..Ma:rgnexit.e...M.,_ _ .
List issue,where material:~Williams,died October 1,1960~
.~.,--;"
Not Matetral
Did decedent marry after execution of will?(indicateJXY}€K No.Any children born after execution of will?(indicate)
X~o.If answer yes,name them __ _..
,.::-_-.._--____-___--__----__ __--_.--_-,.
Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris
Phoebe V.Willtams Daughter-in-law Specific bequest of personalty per
:J?ar~gr~ph S~cond of Will
.,..~,-,.
Pho,ebe V.Williams D aughte;r-in-law 50%of Residue,.,
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Brad R.WillJams,Jr.S,on
Died'8/23/70'a resident of Florid'a
25%of Resid~e ,~1ildred M.\yi~liams,his
'Vvlfe,PldnninisttatriK
,,
Sally M.Williams
(Born 5/7/53)
David Charles Williams
(Born 4/10/57)
Brad R.Williams III
Grandson
Grandson
10%of Res'idue
10%of Residue Phoebe V.Williams;Mother
and Natural Guardian
5%of Residue
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Y~s.~
If any exception give cause:NQXHL .
File copy of Notice .'.'-
and date of mai Iing J.~f:l.¥.~XY ..?9.,..J21.~.,~!?l?y.J~J:~g...h~.r.~~~th.~.:.,
Yes."No tax"due.See copy.of return.and closing.
Is estate subject to the-filing of a Fede.ral Es.tate Tax Return?..~:~~~.~..Id.~t~.9:..f.~.~;r:~.~;r:y..~}~.9.?.~,~g.~.~...' .-Hereto Qre .Part payment made on tax at 00/0 .-",
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..??.Q.9...~t.9:~.i?.~~~.~tJ$.?.~.?.?.!.9.9.L.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
..._--..---.--..-___----_-___--__-_.___-----_.___~_.._._.__._._.~---__-.-..-.__._-_.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog.ether with the amounts
of such c1qims;state whether they are admitted to be correct;and whether the claim is denied.
None
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Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quking adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Brad R.'Williams,Jr.,son o.n decedent and one of residuary beneficiaries,died a resident
of t4e State of flor~da August 23,1970.
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Letters of Administration on his 'estate were issued.,
tohis ,surviving spouse,Mildred M.Y,Ti~liams,by the County Judges Court of Broward
County,Florida,~s evidenced by photocopy of the certification of said grant of letters
filed herewith.
Balan~e for distribution per account,
Itemi~,e any:pdditional debits not shown by account:
,~-.
,.
·of
·1 ",
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.,
$...3.5.,.8.0.1•..0.2..
Total additional debits;"(Add)
Itemiz~any additio.nal ,credits not shown by
Register 6£Wills,"Filing Account
Income:'P~rsohaitY~:.
Public Liability'In'su'rance Premium
C /W of Pa.,T ax on income.for 1972
Total additional credits (Subtroct)
Balance for distribution
account:'"'"
35.00
21.00
~6.17 '
\ $..---.
. 7 '$~2.,.J.7.'..................
'I.
$...35 7.2B.,.8~.
If balance for distribution is not in cash,list each item held in kind,giving app'raised Value (or distribution Value);
Furniture,fixtures,household effects
Jewelry
Temporary :inv:estme~ts.tobe treated as cash
Principal cash on hand.,
Income cash on hand .
~1430.20
172.00
,-~
1,602.20
31,000.00
969.23
2,157.42
35,728.85
.,
L ...~.._~
If Family Exemption claimed by Petition,give place of Record:N.9.t.b.Pp.H.<;:.~Rl~_.
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:
Phoebe V.Wil1iams:
Household go~ds per attached receipts,value $1,430.20
Jewelry per attached receipt,value $172.00
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance i$not in cosh:residuary shares being stated in proportions:
'.~•l,..1 1 I';.rYourAccountant:i;:espectfully requests award of household goods and jewelry to Phoebe V.
Williams'with credit for advancements as shown and receipts attached herewith.Your
Accou~ta~t also sug'gests award of residuary estate,both principal and income,as follows:
Phoebe V.Williams
Estate of Brad~.Williams,Jr.
Sally M.Williams
David Charles Williams (Payable to
Phoebe V.Williams,his Mother
and Natural Guardian)
Brad R.Williams III
,','
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly :;;Wg;r;'n doth depose and say
that the facts set forth in the foregoing petition are true
to the best of its knowledge and belief.
......$.~QXJ:l,.t.Q .x:kXand subscribed before
h·7""""-#,'..J -f':·.-March 1973metIS.?(.._.cuJt.:r...uay_;o :•..;.~~~..... . .
"_./f-~.-.b<J~,Signature of Officer.............................
•DOLOR£S P.MEREDITH.Notary pUblic
Title of Officer..:\X~~~J~~~~~~~~i~~~~A~~~fr~~!~~.~.~·:.
--January 28.1975
Office expires .
50%
25%
10%
10%
5%
And your petitioner will ever pray,etc.
MELLON BANK,N.A.,Successor by Merger
to Mellon National Bank and Trust Company
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Estate of._.:'?gAR._B..!...W:!~.k~~Me~.§!.!..~I.§!.l
BRADFORD RALSTON WILLIAMS 0
a/k/a B.R~WILLIAMS,Widow'er
••••••••--__--_-- - _--- _oo _~.
. ,Deceased:
Fiduciary__.M~JJ.Q_n ..1?~:nk.1..N~.A.•..•..,.,__
Successor by Merger to Mel1~m
National Bank ,and Trust C6:mpany
.a.s..Ex.e.cutaJ:_:_ _--.,v
PET;ITION SUR AUDIT
FROM WHERE DECEDENT LEFT,A WILL
Counsel of Fiduciary will submit he'r~with the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:.pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written prae'cip~s of all Counsel in the
case.'
2.Copy of order ~'ppointing Guardian ad
litem,if pertinent-'.:,
3.Copy of Order appointing Trustee ad
litem,if pe,rtine~t.
4.Proof of servi~e'~f above.
5.Letters Testamentary or Administration
C.T.A.or,an cittest copy of Will.
6.Copy of inve~~ory and appraisement.
7.Proof of adver;tisement of grant of letters
if not filed wi'th account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real esta\e.
9.Signed and itemized elections if any
distribution i~L kind.
10.Copy of Federal ~state Tax return if es-
tate is subject thereto.
,
_....._~.Q.W.AR:O.r.Q,.._S.J:EYENS.•_.....__..
Attorney
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,hmur"ry 26,1973
Mr.Brad R.\N'illiams III
68 Fairfield Oaks
3820 Fairfield Avenue
Shreveport,Louisiana 71104
Dear Mr.Williams:
Estate of Brad R.Williams·Account No.101.476
I anI pleased to advise that we have filed our First and Final Aecount
as Execut01'in the Office of the Register of W'illa of Washington COU'l1ty,
Pennsylvania,January 26,1973.The account has been assigned
number 63.70.710 and 'Will be called for audit in the Orphans'
Courtroom at the Court House,Washington,Pennsylvania,sometime
during the week beginning Monday,March 19,1973.
J,f:l..conformed copy of the account is enclosed.1£you have any questions,
plea,se let us It'.now.
We would inform you tha.t we ordinarily anticipate issuance of decrees
within six weeks following audits and therefore approJdma,tely May 1,
1973.We would yet hope that distribution might be con'1pleted during
the month of May.
Very truly yours,
Arlie W.Ott
AWO/dpm
Enclosure
cc:Howard O.Stevens,Esquire
.,
Jii.lnuary 26,1973
.Richard A•.Rosenberg,Esquire
Shaf!\1er anct Rosenberg
2601 Devie Boulevard
};l"'ort Lauderdale,.F~lorida 33312
Dear lv1!'.RoGc:nberg:
.Estate of Brad R.Williams.Acoount No.101-476
1 .::tUl el1clo13ing this letter in duplicate to inform both you;&.n.d Mrs.'
'WUlia.n16 tht:;t the Executai'has fUed its Firat and :ftinal Account in
the Office of the Reghter of Wills of Washington County,PennlJyl.
vania,January 26,1973.That accouut has been assigned number
63..70-710 and will bo c~,l1ed for audl~in the Orphan$t Courtroom
at the Court Houlile,"~rashh1~.rt0l1,rJennsylvania,aotnetime during
the week beginning .M:onday,March 19,1973.
Two confor'med copiee of the ~cc()unt are enclOsed.If either you
or Mrs.\Villbms hitve ;'.)n1 questions,please let us know.I ~lm
certain you re~lize that we have no control ()v~r the timetable lot,
the balance of the distribution but we normt\l1y anticipate issuance
of decrees within ~ix weeks following the ;),udits or ~pproximately
,May 1 and would therefore hope that distribution ought be completed
during the month o,l May,1973.
Very truly yourl1,
T rust Officer
AWO/dpm
Enclo$ures
cc:It.0 ..Stevens,Esquire
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Janua.ry 26,1973
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f\,:l:fS.Phoebe 'V,i'illiams",
613 ,Beverly Ro,nd ,
Pittgbui~gh,Pennsylvania 15Z43
i);;:Bt'Mrs.Williams:~,~J~(,,)
\Estate,of Brad R.Williams -Account No.101-47:6_
I o'm pleased to ~dvis'ec:th~ttheFirsta~d~Fina1 A.ccouut 2S Executor has been
filed in t~El Office olthe Registerof~'in8toda.y.Three conformed ~opie$of
..---,',.,t v,.,','.'"\\','tM,6 acc~untare ericlol~dherewith a8 well as~n extra copy o!this letter..
Although'Xhave bYire-cent letter explained thntwe now believe your daughter's
share ~~~e ?~;Y~l:>1~o~~l'i~)lt;in':vie~!~,(h,er"age'\b~yondthe ~ge of eighteen
veal'S,lliaV,e ,not written her a separate letter and will appreciate your
furnisnin:g,the enclosed copy o!\this letter to her-as well Z'.S tone of the copies
of the account.','\This ,ace()unt h~8-been as signed number 63 ~70-710 and will
be called iorau'ditin the ~~rPbaqst;r~~~.rtro~mat the \Vash,ington County ~ourt
House $ometime during,the week b,e~gint,ting Monday,March 19,1973,at which
..'-,-~'."f''-,'.('"{~l ;time you may,ei~her be'p.r,.~ent or;'1:)e'>reprel!!lented by counsel.:
:',\,~\_}~I~,~",':\\'-~'~\""'J\",".
If you shouldh,~l.Y~;any;q,\i'~'J!i;;t~onll <r0~~e~~ipg ~ither tll,e &cco'unt o1;',the admini-
stration in gen,~~al:!')ft~r:~'yo~r.'revie~<~ftllis ~ccount,pleage let me know.'
To further illforn,1:~:you\co~ce~ning;,th~'.~alapee\of t~e ,adminhtration,we would
normally antidpated,tliat-~':;'d'~icf'eebf;C:listribution would be issued within six.\\.'.J.:,'......;"..'_..-_~'.-,'::',-~,._~'\\,....i..'~~._,-,•
weeks following t,he:'iF'_udit}()r'~~pproXim'ately,May 1 andl such deer'eea,l10rmally
can be pllid within,'~,~n dai~L~:f~er their-(dlit.e~.I~wo~d.\tbereforeappea.r that
distribution may:~e..·comp~)ete(l.,duringi:;tbe m»nth of May,1973,'assuming.
, •.1,"•••,_"',.'\l ,
there will be no£.~r.;~~r':di,~HcWties.,,~','"~";\I
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Very truly yours,
Trust Officer
AWO/dpm
Enclosures
cc:H.O.Stevens,Esquire
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T~BRAD.R.WILLIAMS~widower~of Chartiers Town-
,ship~Washington County,Pennsylvania~being of sound and disposing mind,
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memory and understanding,do hereby make,publish and declare this to be my
Last Will and Testament,hereby revoking all testamentary writings heretofore
made by me.
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FIRST:I direct that all my just debts~fUJlJl~eral expenses,and
the expense of administering my estate be paid by my Executor hereinafter namedl
as soon after my decease as may be practicable.I further direct that my I
remains be interred in my own family plot in Oak Spring Ce:metery,Canonsburg,
Pa.~and if the same shall not have been done at the time of my death~I direct
that a single suitably inscribed grave 'marker be placed upon the graves of
myself and my deceased wife,MARGUERITE.M.WILLIAMS,.-
1II
SECOND:I give and bequeath all my furnifure,fixtures and
household effects~unto mydaughter-in-law~PHOEBE V.WILLIAMS.
THIRD:All the rest~residue 'and remamder of myestate~
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real;personal and mixed~of whatever nature and wheresoever situate,which I
may own or shall have the right to dispose of at the time of my death,I order
and direct shall be sold and converted into cash by my Executor hereinafter
,',
•JInamed~and for that purpose I hereby authorize and direct my Executor to sell
,I any and all real estate or persodal ~roperty of.which I mi~~t'die seized or
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possessed,(excepting th~'personalproperty bequeathed at paragraph "SECOND"
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i hereof)~at either public or private sale~at such price or prices,to such person
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.•or persons,at such time or times,and upon such terms and conditious as my I
Executor~in its sole discretion~shall deem to the best int.erest of my estate~I
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.I and when the whole of my estate shall have been converted into cash as aforesaid,I,
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I order and direct that the same shall be distributed as follows:
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(a)Fifty per centum (500;0)thereoJf unto my ,
daughter-in-law"PHOEBE V~WILLIAMS.j
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(b)Twenty-five per centum (25%,)thereof
unto .my son"BRAD R.WILLIAMS,JR.
(c)Ten per centum (10%)thereof.'unto
my granddaughter"SALLY M~WILLIAMS"whowaLS born
on May 7"1953.
(d)Ten per centum (10%)thereof'1Ullto
my grandson"DAVID CHARLES WILLIAMS"who was born
on April 8"1957.
(e)The remaining five per centum (5%)
thereof unto my grandson"BRAD R.WILLIAMS"III"
who was born on October 23"1947.
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FOURTH:If any property as to which I am e-ntitled to appoint
a guardian shall pass free-of trust to a minor by reason of :rn;y death"I appoint
MELLON NATIONAL BANK AND TRUST COMPANY guardiaIDl of the estate of
said minor as to such property"authorizing such guardian"jjJ.l1l its sole discretion
and without order of court"to retain such propertyin kind or to sell the same"
giving good title to any real estate"to invest and reinvest in.IStocks"bonds or
other investments without being limited to investments which tare legal for a
minor's funds and to use both income and principal'for the m:!i.nor's welfare"
comfort"recreation"support and education"including prepaJl."iatory"college and
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post-graduate or professional training.
be considered part of the expense of the administration of my estate;and no
death tax purposes"whether or not such property passes umler this Will"shall
I direct that all estate"inheritance and other taxesFIFTH:l
in the nature thereof,together with any interest thereon,becoming payable I
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because of my death with respect to the property constituting my gross estate for I
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legatee or devisee or any person having a beneficial interest :in any such property~
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.whether under this Will or any Codicil thereto...or otherwise..shall at any time
be required to refund any part of such taxes.
SIXTH:I appoint the MELLON NATIONAL BANK AND TRUST
COMPANY to be the Executor of this my Last Will and Testament..and direct
that it shall not be required to file any bond or enter any security in any juris-
diction in which it may so act or serve;and I req\lest thatmy good friend of
many years,HOWARD .0.STEVENS"ESQ...also be retainoo as counsel by my
Executor in the administration of my estate.
IN WITNESS WHEREOF,I have her~unto set my hand and seal
Sign~d,sealed,published and declared by the :above named Testatorl,l
BRAD.R.WILLIAMS,as and for his Last Will and Testam.ent,in the presence
.of us,who,at his reque·st.in his presence and in the presence of each other..
have hereunto subscribed our names as witnesses•
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AFFIDAVIT OF EXECUTOR
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 BANK,N.A.,
successor by merger to MELLON NATIONAL BANK AND TRUST COMPANY,who,being
duly sworn according to law,deposes and says that said Bank is the executor of the estate
of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON WILLIAMS and B.R.WILLIAMS,
deceased,that the following schedules constitute a complete inventory and appraisement
of the real and personal estate of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON
WILLIAMS and B.R.WILLIAMS,deceased,except real estate outside the Commonwealth
of Pennsylvania;that the figures opposite each 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 appraisement of each
item made by the abov,e named Executor.
Sworn and subscribed before me this / /U
,1973~-:;p------......;
Arfuw.Ott
DOLORES P.MEREllITH,Notary PUbl~
Washington,Washington County"pa.,
My Commission Expires
January 28,1975
TRUST OFFICER of MELLON BANK,N.A.,
successor by merger to MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE of BRAD R.WILLIAMS,
A/K/A BRADFORD RALSTON WILLIAMS and
13.R.WILLIAMS,DECEASED
INVE:NTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which
were of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON WILLIAMS and B.R.WILLIAMS,
WILLIAMS,Deceased,late of 141 Johnson Road,Houston,Washington County,Pennsylvania,
taken and made in conformity with the above affidavit.
PERSONAL ESTATE SCHEDULE
Cash
Mellon National Bank and Trust Company
Canonsburg Office
Checking Account No.477 -1144
Balance 7/12/70
$79.07
949.62
Savings Account No.I
Balance 7/12/70 13,217.41
$19.00
19.00
19.00
Mellon National Bank and Trust Company
Canonsburg Office
Savings Club Coupon Books:
No.1049377
No.1049378
No.1049379
Mellon National Bank and Trust Company
Employees Retirement Plan
Pension for June,1970
The Equitable Life Assurance Society
of the United States
Proceeds of Certificate No.4813
of Policy No.0799-C
Blue Cross of Western Pennsylvania
Refund of unearned premium on
Blue Shield -Blue Cross 65 Special
coverage under Group No.66,000-00,
Agreement No.167-07-7147A
American General Insurance Company
Refund of unearned premium on
Policy No.61-144823
Look,Incorporated
Refund of unexpired portion
of subscription
Treasurer of the United States
Refund of oyerpayment of 1970
income tax liability
1963 Dodge Sedan (Sold)
Household Goods
Jewelry
Tractor and two mowers
,.'"'.
$57.00
511.29
7,000.00
25.50
39.00
1.77
87.00
200.00
1,430.20
172.00
490.00
Total Personal Property Appraisement
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
$24,259.86
ALL that lot or parcel of land situate in Chartiers
Township,Washington County,Pennsylvania,having
erected thereon a two-story brick dwelling and two
detached garages known as 141 Johnson Road and consisting
of 4 lots,Nos.22,23,24 and 25,Deed Book Vol.709,
page 312,Washington County,Pennsylvania.$22,000.00
Total Real Estate Appraisement
- 2 -
$22,000.00
RECAPITULATION
Total Personal Property Appraisement
Total Real Estate Appraisement
Total Appraisement
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
None
.- 3 -
$24,259.86
22,000.00
$46,259.86
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INVENTOR Y AND APP~AISE.MENT
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B~~R ~d.~,f,!-~Bf.fbMS,
.REGIST~n {'IF WillSWASHi~\,N~co..PA,
.BRADFORD RALSTON WILLIAMS
and
B.R.WILLIAMS,
Deceased
Filed ,1973
..
-Attorney:Howard O.Stevens,Esquire
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Address:Mellon Bank Building
Canonsburg,-Pennsylvania 15317
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.....'C'iN 'IHE COURT OF C01.vrMON PLEAS OF wASHINGtON'
COUNTY,PENNSYLVANIA
ORPHANS I COURT DIVIS lONe.J..,',.()'P:'C;;p
NO.63-70-710 f'?;r'?I
ESTATE OF
BRAD R.WILLIAMS,DECEASED
ALSO KNOWN AS BRADFORD RALSTON WILLIAMS,
ALSO KNOWN AS B.R.WILLIAMS
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FIRST AND FINAL ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO
MELLON NATIONAL BANK AND TRUST COMPANY
EXECUTOR
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BALANCE DUE -$35,801.02 't
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j~1-~_"'n
l'j ._n_"_m_...··..···..·..··....·,I ~...•
_'.L2 /./J~L/f.~_:.~::::~-Reoi:~tf!r of Wills l'
(2)......
-11=-
tP 35:00
..
-.I("u
....,;...
pL~
.::....-'k.
Fee
-~;:0
):I..rJ1 ::n
(J)<:":>c::C-.~_:r:-,-v")::t:>o i-(()v.,:zz-...1:IT1 ,r,';--:;Filed if:)rn ._.~''-.>,",;
""1 ~mJ~~T --•~1t.:)c.~~,"..~""(1 n(lw.tn Iii!f ._:::~':,~"'_";';;:,~.f!i?u ....
"/.:>t~'e '!.·;;'"n;r.("~t?o:/~t?fj"l?;rle"lt~,:a;tf)t"'Oolifftrwi1(NjfrmOi'!Ui,:0 ~:::~
~~_..A'LL .....,.~~Ii.o.STEVENS·...·;;"d·.iO:'ir4;)
Attorney-at-law f..6./
Mellon Bank Building
Canonsburg,Pennsylvania 15317
•~J
,.
..~
,-";"
•
LJJ:ram
,'"
,.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.63-70-710
ESTATE OF BRAD R.WILLIAMS,DECEASED
ALSO KNOWN AS BRADFORD RALSTON WILLIAMS,
ALSO KNOWN AS B.R.WILLIAMS
FIRST AND FINAL ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY
EXECUTOR
January 23,1973
SUM MAR Y
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements Page 11 $1.95
Amount transferred to Income-.
Personalty for distribution 48.05 50 00
Balance 000 00
NET BALANCE $35,801 02
The balance consists of the following:
PRINCIPAL-PERSONALTY
$31,000.On Deposit at Interest in Mellon Bank
Household Goods advanced to Legatee
(See Exhibit No.1-,Page 12)
Jewelry advanced to Legatee
(See Exhibit No.1,Page 12)
Cash on hand
INCOME-PERSONALTY
Cash on hand
-2-
$31,000 00
1,430 20
172 00
_....;1~..004 23
$33,606 43
_....;;2~.•194 59
$35,801 02
1973
Jan.12
1970
Aug.26
,Nov.27
1971
Feb.25
Sept.20
Dec.15
1972
Aug.30
1971
May 13
1972
Apr..24
1973
Jan.11
1970
Aug.17
27
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
Inventory Filed
Conversion of Assets Without Gain or Loss
Proceeds withdrawal of $3,000.on Deposit at
Interest in Mellon Bank $3,000.00
Carrying value 3,000.00
Proceeds redemption of $10,000.United States of
America 6.198%Treasury Bills,dated 5/28/70,
matured at 100.,less increment credited
to income $9,841.60
Carrying value 9,841.60
Proceeds redemption of $10,000.United States of
America 4.76%Treasury Bills,dated 8/27/70,
matured at 100.,less increment credited
to income $9,881.00
Carrying value 9,881.00
Proceeds withdrawal of $1,000.on Deposit at
Interest in Mellon Bank $1,000.00
Carrying value 1,000.00
Proceeds withdrawal of $1,000.on Deposit at
Interest in Mellon Bank $1,000.00
Carrying value 1,000.00
Proceeds withdrawal of $1,000.on Deposit at
Interest in Mellon Bank $1,000.00
Carrying value 1,000.00
Miscellaneous
Harriet B.Maiz1and:Cash deposit,being
purchaser's share of 1971 real estate taxes paid
by the estate on Lot #22,Johnson Road,
Chartiers Township,·Washington County,Pa.,
lot sold 2/4/71
Pennsylvania Blue Shield:Medicare reimbursement.
for payment by the estate to Dr.David N.Ingram
Anthony Andy et ux:Purchaser's pro-rata share
of 1972 real estate taxes paid by the estate on
dwelling and Lots #23,#24 and #25,
Johnson Road,Chartiers Township,
Washington County,Pa.,property sold 1/4/73
Purchase of Temporary Investments
$10,000.Deposited at Interest in Mellon Bank
~10,000.United States of America 6.198%
Treasury Bills,dated 5/28/70,due 11/27/70
at 98.416
FORWARD
-3-
$000 00
000 00
000 00
000 00
000 00
000 00
$74 59
132 80
193 09
$10,000 00
9,841 60
$19,841 60
$24,259 86
000 00
400 48
$24,660 34
BROUGHT FORWARD $19,841 60 $24,660 34
1970
Nov.27 $10,000.United States of America 4.76%
Treasury Bills,dated 8/27/70,due 2/25/71
at 98.81 9,881 00
1971 .
Feb.16 $1,000.Deposited at Interest in Mellon Bank 1,000 00
25 $10,000.Deposited at Interest in Mellon Bank 10,000 00
1973
Jan.18 $16,000.Deposited at Interest in Mellon Bank 16 000 00
$56,722 60
Cash expended re purchases 56 722 60 000 00
$24,660 34
Amount transferred from Principal-Realty for
temporary investment 21 -960 00
$46,620 34
Disbursements
1970 Administrative Expenses
July 28 Washington County Reports:
Advertising grant of'letters $14 00
Aug.31 J.C.McCleery:'
Appraisal Fee,real estate 35 00
Sept.1 Frank F.Nicholas:
Appraisal Fee,household goods 20 00
10 The Daily No~es:
Advertising grant of letters 12 50
Oct.6 Observer-Reporter:
Advertising sale of teal estate 5 40
6 The Daily Notes:
Advertising sale of real estate 5 40
27
Nov.12
Bailey-McNaryAgenc~:One year fire insurance
premium,Policy No.81-665717,Northern
Insurance Company
J.P.Ames:Appraisal Fee,jewelry
FORWARD
-4-
83 00
5 00
$180 30
$66.59
111.91
448.99
$69.60
98.32
411.35
1971
Apr.12
May 4
June 16
Aug.11
Oct.13
1972
Jan.26
Apr.3
May 16
BROUGHT FORWARD
Pennsylvania Department of Revenue:Fee for
duplicate title to automobile and quick
service fee
Observer Publishing Company:
Advertising sale of real estate
Payment of 1971 Real Estate Taxes,as follows:
Chartiers Township,Pa.and
Light and Water
Washington County,Pa.
Chartiers-Houston School District,Pa.
Pennsylvania Bureau of Vital Statistics:
One death certificate
Bailey-McNary Agency:One year fire insurance
premium,Policy No.81-836212,Northern
Insurance Company
George Challener,Incorporated:Three year
insurance premium,Policy No.4996479,Potomac
Insurance Company,covering household and
personal property contents
George Challener,Incorporated:Three year
insurance premium,Policy No.51-220-53,Potomac
Insurance Company
Payment of 1972 Real Estate Taxes,as follows:
Chartiers Township,Pa.and
Special Tax
Washington County,Pa.
Chartiers-Houston School District,Pa.
$180 30
2 25
5 40
627 49
2 00
83 00
34 00
34 00
579 27
Nov.8 Expenses re residence property at
.141 Johnson Road,Chartiers Township,
Washington County.Pa.
8/11/70 Lawrence Chandler:
Repairing driveway
2/23/71 West Penn Heating Company:
Replacing water lines and
repairs to furnace
7/14/71 John T.Ruggiero:
'Lawn care
1/10/72 West Penn Heating Company:
Replacing hot water tank
FORWARD
-5-
$141.00
207.15
26.60
132.50
$507.25 $1,547 71
BROUGHT FORWARD $507.25 $1,547 71
1972
Nov.' 8 1/28/72 West Penn Heating Company:
Replacing thermostat 70.50
6/30/72 Citizens Water Company of
Washington,Pa.:
Service to 6/2/72 146.75
7/11/72 Peter DeVitas:Hauling
garbage,service to 7/11/72 57.50
9/21/72 Columbia Gas of Pennsylvania,
Incorporated:Service
through final bill 1,098.80
10/24/72 West Penn Power Company:
Service through final bill 364.43
11/8/72 Western Pennsylvania Water
Company:Service through
final bill 22.28
11/8/72 Chartiers Authority:Sewage
service charges through
final bill 278.96 2,546 47
Dec.19 R.A.Paynter,Incorporated:Premiums paid on
liability insurance,as follows:
11/3/70 $3.00
4/29/71 10.00
12/19/72 26.00 39 00
1973
Jan.12 Register of Wills,Washington County,Pa.:
Court costs,as follows:
7/28/70 Grant of Letters and
Five short certificates $12.50
7/26/71 Certified copy of Will 6.50
2/17/72 One short certificate 1.00
1/12/73·Ba1ance due,Grant of Letters 9.00
Filing Inventory 6.00 35 00
18 Mellon Bank N.A.:
Compensation as Executor 1,389 00
19 Howard O.Stevens:
Attorney's Fee 2.315 00 $7,872 18
1972 Loss on Sale of Assets
Oct.19 Proceeds sale of Tractor and two mower s $240.00
Carrying value 490.00 250 00
FORWARD $8,122 18
-6-
,-------------------------
BROUGHT FORWARD $8,122 18
1970
Aug.4
5
Preferred Debts
Margaret Martys:
Housekeeping services for month of August
Oak Spring Cemetery Company:Cemetery charges
$100 00
110 00
Oct.
10
10
6
William E.Speakman:
Funeral expenses
Less:
Federal Veterans Burial Allowance
County Veterans Burial Allowance
Social Security Death Benefit
Margaret M.Stiffler,R.N.:
Professional services
Kurtz Monument Company:
Balance due,grave marker
$1,240.00
250.00
75.00
255.00 660 00
140 00
25 00
19
Dec.10
1970
July 31
31
31
John G.Inghram,M.D.:Balance of charges,
professional services
Dr.David N.Ingram:
Professional services
Other Debts
Peter DeVitas:Hauling garbage
West Penn Power Company:Service to 7/20/70
Township of Chartiers:Sewage service charges
20 00
561 14
$6 00
15 73
36 73
1,616 14
$65.48
111.91
404.09
Aug.3
4
10
12
Bell Telephone Company pf Pennsylvania:
Service to 7/22/70
Columbia Gas of Pennsylvania,Incorporated:
Service to 7/21/70
Payment of 1970 Real Estate Taxes,as follows:
Chartiers Township,Pa.and
Light and Water
Washington County,Pa.
Chartiers-Houston School District,Pa.
I.C.Patsch and Sons,Incorporated:Charges
27 26
34 31
581 48
7 90
Sept.2
29
Canonsburg United Presbyterian Church:
Balance of pledge for 1970
Citizens Water Company of Washington,Pa.:
Service to 9/8/70
FORWARD
-7-
150 00
21 98
$881 39 $9,738 32
BROUGHT FORWARD $881 39 $9,738 32
1970
Oct.20 Internal Revenue Service:Employees and
Employers Social Security Taxes for
Margaret Martys covering the quarter ended
9/30/70 19 20 900 59
1970 Other Taxes
Sept.10 Connnonwealth of Pennsylvania:Payment on accoun
of Pennsylvania Inheritance Tax,being 6%on
$41,666.67 $2,500.00
Less 5%discount 125.00 2 375 00
$13,013 91
-8-
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Interest-Mellon Bank
Interest collected during the period 8/17/70 to
1/1/73 on amounts On Deposit at Interest in
Mellon Bank $1,501 28
Interest-Treasury Bills
United States of America Treasury Bills
$10,000.6.198%increment to 11/27/70
10,000.4.76%increment to 2/25/71
$158.40
119.00 277 40
1972
May 4
1973
Jan.23
Interest-Savings Account
Mellon National Bank and Trust Company,
Canonsburg Office,Savings Account No.1:
Interest paid 8/1/70
Miscellaneous
Cash received from Anthony Andy et ux,being
interest due the estate,due to delayed closing
on sale of real estate
Amount transferred from Income-Realty
for distribution
Disbursements
Administrative Expenses
Pennsylvania Department of Revenue:Tax on
income for year ending 12/31/71
Mellon Bank N.A.:
Compensation as Executor
-9-
247 82
195 00
$2,221 50
48 05
$2,269 55
$8 31
66 65
$74 96
•
SCHEDULE "C"
PRINCIPAL-REALTY
1973
Jan.12
Receipts
Inventory Filed $22,000 00
.Disbursements·
$40 00·
40.00
$1,960.00
2.000.00
Net proceeds
Inventory value
Net proceeds partial sale 2/4/71 of property at
141 Johnson Road,Chartiers Township,
Washington County,Pa.,specifically being
Lot #22,to Harriet B.Maizland for a total
consideration of $2,000.00
Less:
Pennsylvania and Local Realty
Transfer Stamps
Proceeds sale 1/4/73 of property at
141 Johnson Road,Chartiers Township,
Washington County,Pa.,being dwelling and
Lots #23,#24 and #25,to Anthony Andy et ux
for a total consideration of $20,000.00
Inventory value 20.000.00 000 00 $40 00
Amount transferred to Principa1~Personalty
for temporary investment 21 960 00
$22,000 00
-10-
1972
Dec.22
SCHEDULE "D"
INCOME-REALTY
Receipts
Property at 141 Johnson Road,Chartiers Township,
Washin2ton County.Pa.
Garage rent collected during the.period
November,1971 through August,1972 at $5.
per month
Disbursements
Administrative ExPense
Mellon Bank N.A.:
Compensation as Executor
Amount transferred to Income-Personalty for
distribution
-11-
$50 00
$1 95
48 05
$50 00
EXHIBIT NO.1
Payment on account of distributive shares:
PRINCIPAL-PERSONALTY
Phoebe v.Williams,Legatee:
Advancement on account of distribution
under Paragraph Second of Will:
Household Goods,
delivered 9/10/70,inventory value $1,430.20
'~
Jewelry,
delivered 11/19/70,inventory value
-12-
172.00 $1,602.20
;
..
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF WASHINGTON )
ARLIE W.OTT,Trust Officer of the
MELLON BANK N.A.,Successor by merger to 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 testamentary,that the disbursements shown in the
account have been made to the parties entitled thereto;·and that the account
as stated is true and correct as·he verily believes.
~Officer
Sworn to and subscribed
before me this2?&~day
~~~::1d:Il~A •D.1973
~4?~
~otary Public .
DOLORES P.MEREDITH.Notary Public
Washington.Washington County,Pa..
My Commission Expires
January 28.1975 REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the
Court in accordance with the Petition fur Distribution to be offered in
evidence at the audit of this account.
Mellon Bank N.A.,Successor by merger to
Mellon National Bank and Trust Company
rustoificer..
,
I THE DAILY NOTES
CANONSBURG,PA.
PROOF OF PUBLICATION
.,
.f
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784,
Sec.3.paragraph (3)and (25).
State of Pennsylvania }
County of Washington SS.
Personally appeared before me,a Notary Public in and for said county and state,
J.LQ~~.!'~R9J?JP.~g_~,who being duly sworn,deposes and says:that
___~~is the _~~E_~_~~_~_of the Not~s Publishing &Printing Co.,a Penn-
sylvania corporation,and its agent in this behalf:that the said company is the pub-
lisher of The Daily Notes,published daily except Saturday and Sunday,having its place
of business at Canonsburg,Washington County,Pennsylvania;that the said Daily
Notes was established August 1,1875;that the printed notice or advertisement,attached
hereto is a copy of,a notise or ad"ertis~ment,exactly as printed or published,which
appear1u~?e2~i:n3'f;aPAh~.itSi:g~9f6ues on the following dates:
that the affiant or'the corporation in behalf of which ,~~is acting is not inter-
ested in the subject matter of said notice 0 advertisin nd that all of the allegations
of this affidavit as to the time,place an c r f publication are true.
J~~;g.!'-.!__
:Sworn to and subscribed before me this31JUly 70-/2:;.------day ~Of-----~------------------~-------19 _
•AUiJ~t f;--¥41€4~--------------
W 'h'County Pa Notary Public,as Ing on ""
MV Commission Expires March 3D,197<l '
EX~'duT6;
Estltte<,''0C,'Iiams,<a/kJ:ll.",':B :;;,
a/kilt 'Bl ",R:t"'\VHliillateofCharlier;j',To'
inil"t<>n County,,penna~,',LeHers testame'ii'ary upon the
above estate havihg,been grimte<,!,·to the .undersigned,notice.,Is
I hereby given to those Indebt!,dhereto'to make immediate,pay-ment and to those hav!ilg Claims
or demands to pcreseni'them for
settlement.'
Mellon Naional Bank
&Trust Co.•'
Executor ,.,
40 Souh Main.Street'Washlngtonl"'Pa.15301'
Howa1a'O.Stevens,,Attorney'Mellon BanK-Building"."
CanofiRburg,Pa_15317 .""'
July 24,'31,August '1'R J~70
-~-_.~~-
Washington County Reports
~~iSiiiFFS¥iiln5
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON t
STATE OF PENNSYLVANIA (SS.
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,publisbed 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 COl'NTY
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 oi.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:
.......~.~..~.Y..~.~.L..!.~?~.?....
.......8.Y.9.\.I.S..t 6..,.1.3..,..1.910.,.
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 t:hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • •••• • • • • • • • • • •
WILLIAMS.BRAD RALSTON,a/k/aBRADR.WILLIAMS,a/k/a B.R.WILLIAMS,Dec'd.
Late of Chartiers Township,Wash·ington County,Penna.Executor:Mellon National Bank &Trust Co.,40 S.Main St.,Washing-ton,Pa.15301Attorney:Howard O.Stevens,MellonBankBldg.,Canonsburg,Pa.15317
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said ~~e 0 advertising and t~l o~ations of
this affidavit as to the time,!U a charf;;f the~~ati/~~~
..----.;;;;;~=_,.,..,.~,--.---::::>,~E$lOr
Sworn to and subscribed before me this _.••.•~
...~D.~.~day of...~.~.g.~.~.L ,191.7..9.•
.77,'/A ,.....~(L.I...~
Notary Public
KATHERINE C.NICHOLAS,Notary Public
Washington,Washington Co.,Pa.
My Commission Expires
November 1,1973 ---------',----
,-----------------------------------~-------~~~----~-~-------
lJn tilt (@rpl1ans·OInurt rif lIasQingtnn Q!nuntg
In the matter of the Audit of Account in
J
Estate of_B=.=.R.:=A.;:;D=-R::..:..:...._W~I=L:..:L=I:..:A:..::.M=S:..2,~a;..:../...;;..k;..:../_=a=___(
BRADFORD RALSTON WILLIAMS,a/k/
B.R.WILLIAMS,Deceased
TO THE AUDITING JUDGE:
No.....:6::..::3'---:7:....:°'---:7:....:10...:°"---__,19__,A. A.
my Mellon Bank,N.A.,Executor of the EstateEnter-=..:::.:._.J--appearance for·_"'--~~.:..;:;:.-=·:....:.:.::..::..:..~~_=_=.c:...:....L_.:::::...--=....::...c:c..:..."--'-___=_=___.c:..::=..=___.c=-=:....::....::::..::...:=---
of Brad R.Williams
J ~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No._63 - 7a-7 10 .19 •A.A.
II
In re Audit of Account in Estate of
BRAD R.WILLIAMS a/k/a BRADFORD
RALSTON WILLIAMS a/k/a B.R.
WILLIAMS
AUDI,T
'rarripr fur Appraraurr
FOR
Mellg.!1__J2 an..kL.-1J-!....~Suc c~_s .§.0 ~~
Merger to Mellon National Bank and
T rust Company as Executor
HOWARD O.STEVENS
Attorney
.-.
."!.~~2
".,,.J
.-
IN THE COURT OF COMMON PLEAS OF WASHINGTON COVNTY,PENNi.
ORPHANS'COURT DIVISION
No.710 of 1970
HEARING ON AUDIT
The Honorable RICHARD DiSALLE,Presiding Judge
Estate of
INRE:(
)
(
)
BRADFORD RALSTON WILLIAMS,a/k/a (
BRAD R.WILLIAMS,aj,k/a )
B •.R.WILLIAMS,(
)
(
0(
~Deceased.:i>-III
Z
Z1&1Do
iol-e>z~BEFORE:
<I:3:
•
"..:
~APPEARANCES:
I-•
III
Ci
.J0(
U
o
:J.,
~TIME:,..
(II
HOWARD O.STEVENS,Esquire,of Canonsburg,Pa.,
representing the Accounta~t.
",,'r i
,.~1";)•~~....t ,
.Wednesday,March 21,1973,at 9:30 A.M':,EST
papers in this estate.,There are some matters I'd like to call t
.Mr.Stevens?
MR.STEVENS:
The estate of Bradford Ralston Williams.,"
,...,..'..
J---"
If Your Honor please,I have the requisite
uill:~THE COURT:ll:oDo
1&1
ll:
l-ll:
:JoU
.J0(
uii:lI.o
the Court's ·,<:attention.Ten per'cent o.f the residue of the estate
is left to a granddaughter,Sally M.Williams,who was born or:
May 7,1953.I believe she would be an adult under a recent
Act of Assembly.And payment should be made direct to her.
Anothergraqdson,or a grandson was left ten percent of the
'r•
residue.He was born on April 10,1957.He would still be a
minor.His estate would be under $5,000.00.,under present,
indications.And we would ask that his share be awarded to
Phoebe V.Williams,his mother,as a parent and natura~
guardian.
')
was,appointed guar dian of the estate of the minor.But I think
one of those pers ons in 'the Will?,
u nde r those circumstances,one is;'of age now.
~THE COURT:«>..J>-III
ZZIII~MR.STEVENS:
ol-e!Z
:I:
III«:=
Is there no trustee or guardian nam ed for either
Yes.Mellon Na'tional Bank and Trus t Compan iT
The other sharE
e,
r:u
etI-Ill'e
..J0(
Uo::>.,
:tl-I'-(II
iiietIIII-eto0.IIIa:
I-a:::>ou
..J«
Uii:l1.o
w ill amount to less than $5,000.There are no unpaid
claimants.The estate required the filing of a Federal Estate T,x
Return.There was no tax due.A copy of the return had been
filed with th'e'Register of Wills.'We recite in the Audit 'we got
a closing letter on that.And it had been filed.We are not
too'su're of that,so I enclosed the copy.of the cl os.ing letter wit 1
the papers I filed.
There is a son,Brad R.Williams,Jr.,who
died on August 2nd,'1970,a resident of Florida.And his wife,
•4 i>,
..-.~...):~t'~'l "1 I',.t~•Mildred M;Williams,was'granted Letters of Adminis't<riation.t ;Jj ••..t ',.-:.'.~"
of the estate.A certification of thos e letters was furnished
to the bank and a copy of those have been.filed-with the'papers.
, ".,.'I·..,.
And of cours,e,we ask that the award of his share be made
"1"t;
to his estate.
t"i
-".."
..
i.'"Under paragraph second of the Will,the
decedent bequeaths his furniture,'fixtures'and household'effects
f
•
to his daughter-in-law,Phoebe V.Williams,We had $172,00
'in appraised value p{'Jew,elry in the estate.And we felt-it ,
•,I Ii .
l'",..
J .'f ,"·_..:,.i ~Ir~~"J ,->f,•l .."•...'j'
was his intention that should be .indude"Clo'W'eask that w.e be/gi en"'
'?I!~..,\,j..rtt"~,....."..t.......,~',.',-./•.,;;(~,',''\,'
credit for that in the award by the Court.And receipts evidenci g
..(NO RESPONSE)
The audit is clos ed,
.(AUDIT CLOSED)
IE?anyone intereqteq in tre ~s~ate 9ft Brad R.
{~••"1
Williams,also known as B.,R.Williams,?
her receipt of the distribution are filed with the papers ,
..~l''<I •
..I ,"'"'I~'tf ~:.~....
,..'~.r,..
,,...~'.
....r\....'\,
THE'COURT:
«
z«>oJ
)0-UlZZ1&1Do THE COURT:iot-e>z
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I hereby certify that the proceedings and evidence are C'ontaine
cause,and that this copy is a correct transcript of the same.
I."
iii0::1&1t-o::oDo
1&1'
0::
t-fully and accurately in the notes taken by me on the hearing of the above'
0::
:Joo
oJ«
oii:II.o
,The ~oregoingrecord of the proceedings upon the hearing of
I
the above cau~e is her eby approved and directed to be filed.
J.......
~u t4~(!tnurt nf (!tnmmnu '!tus nf IItts4iugtnu (!tnumy,
'~uusyl1tttuitt,(@rp4ttus'(!tnurt littisinu
ESTATE OF No.63 -70-710
In the matter of the First and Final
Accountof Mellon Bank,N.A.,Successor by
Deceased.
Brad H.Williams ,ajk/a
Bradford Ralston Williams,a/k/a
B.R.Williams,merger to Mellon National Bank &Trust
Company,Executor
.ADJUDI ~ION AND DECREE
And now A nl ,19~,this matter came on for hearing,
audit and distribution at this session a testimony taken;and thereupon,upon due consideration
th~r,eof.f:ltthe balance for distribution in the hands of the Accountant is determined to be
$;jtl,'('6'\3.'\35 .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 disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.Ie'g.
Phoebe V.Williams,daughter -in-law,specific bequest
of personalty per Paragraph Second of Will,distributed
in kind at appraised value of $1602.20,credit to be taken
by accountant for prior advancement,
3389.88
$35,681.35
~.'rj/?,?3rY'Y7/S"Q~~
180.35 ~·d,et,~e:::--
$35,501.00
~~'fl180,J.)'
tiLl ..-'1 ).7111?3~fi/l~DO grIP I,:"11
1602.20 'V'O~~-
$33,898.8 -0.·--
16949.40 rA,ny
8474.70
.$165.Of
15.27
"$35,801.02
I
72.17
I
$35,728.85
47.50
+Attorney ......H.......o~j.uLJlira"'"r'_'d""___'_O"'_<.o__J_,lS..wte=SJ-.J:.Te~nJ..:;S;l....·-'--'---_
Balance per account -'-_'--_
Balance '--_
Russell Marino,fl.gent,balance on transfer
inheritance tax,t '
Interest 10/12/71 to 4/27/73,
Deduct Clerk's Costs &Receipts_'_
Additional credit -Audit
Phoebe V.Williams,50%residue,
Estate of Brad R.Williams,Jr.,25%residue,
Sally M.Williams,10%residue,
Phoebe V.Williams,mother and natural guardian for
David Charles Williams,a minor,10%residue,3389.88
Brad R.Williams,III,5%residue,1694.94
No balance
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)
J
IN THE MATTER OF THE ESTAT'E OF,l
Brad R.Williams,a/k/a Bradfo'rd r
Rp,lston Williams,a/k/a DECEASED,
B.R.Williams
c
IN THE ORPHANS'COURT IN AND FOR WASHINGTON CCWNTY,PENNA,
63-70-710NO,,.:.---=--::._~::._...:.....:~___c:_------=---'--.:...--------
KNOW ALL MEN BY THESE PRE.SENTS,THAT·_=P'--'h~o~e~b~e~V..!....!.'----W~i~l~l=cia~m~s'__'___:_--'-:--------
.
Meilon Bank,N.A.,Successor/by Merger te
DO HEREBY ACKNOWLEDGE TO HAVE RECEIV~~FROM/MELLON NATIONAL BANK AND TRUST COMPANY,..,----L:E:.....x~e~c.o.Jl..LltIo.!Ou..;L~____,,__-------
"""
Brad R.Williams.,also known as Bradford Ralston
OFTHEESTATEOF~W~i=l=l=ia~m~s~,~a=l~s~o~kn~o~w~n~=a=s~B~.~R~.~W~i1=1=i=a=m~=sL,rDi~EASED,THESUMOF
Sixteen Thousand Nine Hundred F'orty-Nine and 40/100--------($16.949.40 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WAS\iINGTON COUNTY,PENNSYLVANIA MADE
AT No._""'6""'3-=--I7--"0<-:-=--7L..!.1:>£0 _
WITNESS MY HAND AND SEAL THIS c:;;1-7d DAY OF April 19~,
w"N"'h~w=,)Jt0·..)~a ~
Principal Ca 15,87~
Income Cash 1,078.71
16,949.40
W.8U2
~\.~
NO.63-70-7.10
ORPHANS'COURT
ESTATE OF
Brad R.Willia:ms,a/J.</a
Bradford Ralston Willia:ms,
a/k/a B.R.Willia:ms
-DOCKET PAGE .
..RECEIPT
FROM'"~
Phoebe V.Willia:ms "
TO
~,.
Mellon Bank,N.A.,Successo
by Merger to Mellon"National
Bank and Trust Co:mpany,
Executor
FILED 19__
b 'I
IN THE MATTER OF THE ESTATE OF
Brad R.Williams,a/k/a Bradford
Raiston Williams,'a/k/a DECEASED,'
.B.R.Williams
'"
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
63-70-710NO.___'___~___'___
Mildred M.Williams,Administrat·rix of the Estate
KNOW ALL MEN BY THESE PRE~ENTS.THAT of Brad R.Williams,.Jr.:aik/a 'Bradford Williams,
.Jr.
Mellon Bank,N.A.,Successor by Merger to .,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROw/MELLON NATIONAL BANK AND TRUST COMPANY-'-l·,~E""C<lx"-,e",-,c...u"",-,<t.....o",,r_·_---C.._
Brad R.Williams,also known as Bradford Ralston
OF THE ESTATE OF Williams,also known as B.R.Williams,DECEASED.THE SUM OF
Eight Thousand Four Hundred Seventy-Four and 70/100 :'($8,474.70 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.__-'6""3"'--==-o.-7.>LO.=--<7.....1-"0'--,
.WITJNSMY HAND,A,ND SEAL THIS ~/91Z.;DAY OF Apri]'9~.
(J Estate of Brad R.Williams,Jr.,a/k/aif)Brad~d ~illiams,l Jr.UJI',
WITNESS t/t1A..A......).By:~~L Ln,.ldd..~~
Princip~Ca~7,935.34 Administratrix ~
Income Cash 539.36
8,474.70
W.8282
.;
NO.63-70-:710
ORPHANS'COURT
,ESTATE OF
Brad R.Williams,a/k/a
Bradford.Ralston Williams,J
a/k/a B.R.Williaxns
"'DOCKET .p;AGE -I
RECEiPT
FROM·
Mildred M.Williams,Admini-
stratrix of the Estate of Brad
R.Williaxns,Jr.,"a/k/a
Bradford williafb.s~Jr~,I..
'..,
Mellon Bank,N',A.,Suc~essor
by Merger to Mellon National
Bank and Trust Company,
Executor .,
,.
FILED 19__
..
I·•
~
"'.)
Phoebe V.Williams,~other and n:atural guardian
KNOIN ALL M EN BY THESE PRESENTS,THAT-.-.:f""o::.:r=---.:D=-:a=-V,-,l::.;·d,"-C=h,"-,a",-r=-l=-e=s---,-W~il",l,,-,,'i,-"a,,-,m=s~.-=a,--,!U=l",·;n",.:=o-"r~,,--_
IN THE MATTER OF THE ESTATE O,F
Brad R.Williams,a/k/a Bradfor'd
a1 'II'/k/DECEASED:R ,ston Wl lams,a a
B.,R.Williams
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,P£NNA.
No._--..l.6l..,,3L:-~7uO.c.-~7Ll.L.C0"--_~~_
'"
Mellon Bank,'N.A.,Successor by Merger to
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM/MELLON NATIONAL BANK AND TRUST COMPANY_'-1-'_',J,,;E.....x<>o..>;;ie-'-c.....ll...t.~o.L.r....·'--',',-----'_.''(:"
Brad R.Williams,also known as Bradford Ralston
OF THE ESTATE OF_::Williams,also known as B.'R.Williams,,'DECEASED,THE SUM OF
Three Thousand Three Hundred Eighty-Nine and 88/100-------($3.389.88 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT NO.63-70-710
WITNESS MY HAND AND SEAL THIS e5f7 .-tI!-=.DAY OF__.....A~p~r.....i.e.l 19~.
~'£.k)~:zI~
Mother and Natural Guardian for David
Charles Williams,a Minor
W.8282
;/
NO.63':'70-710
ORPHANS'COURT
ESTATE OF
Brad R.Williaxns,a/k/a
Bradford Ralston Williaxns,
a/k/a B.R.Williams
.•DOCKET PAGE,_
r
I RECEipT
FROM ,".
Phoebe V.Williaxns,'Mother
and Natural Guardian for Dayid
Charles Williams,a Minor-"
TO
(,
Mellon Bank,:N.A.,Sue'cessor
by Merger to Mellon National
Bank and Trust-Covmpany
FILED 19__
_.
Brad ~~::I~i:::~O~/T:/EaE::::f:dr ,.l
Ralston Williams,a/k/a DECEASED,f
B.R.Williams
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
63-70-710NO.__-=-=----'--=--'-'::....::-~------
KNOIN ALL M EN BY TH ESE PRESEN'TS.THAT·_~S.La~ll:,y'1_____'M~.---W~l=.,-·I""l""i""am~"'s'------,----'-~-------
Mellon Bank,N •.A.,Succes sor by Merger to
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM/MELLON NATlO'NAL BANK AND TRUST COMPANY,Executor '"
Brad R.Williams,also known as Bradford Ralston
OF THE ESTATE OF Williams,also known as B.R.Williams,DECEASED.THE SUM OF
Three Thousand Three Hundred Eighty-Nine 'and 88/100 ($3,389.88 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
63-70-710ATNO._--'---'----'---'------'--=--'-_
WITNESS MY HAND AND SEAL THIS__-"~-'-DAY OF
W".EO'l~72;t2=~
Principal ash .3,174.14
Income Cash 215.74
3,389.88
W.e282
if
NO.63-70-710
ORPHANS'COURT
ESTATE OF
Brad R.Williams.a/k/a
Bradford Ralston Williams,
a/k/a B.R.William.s
DOCKET PAGE ~'1
RECEIPT
FROM.
Sally M.William.s
TO
(
Mellon Bank,N.A.,Successor
by Merger to Mellon National
Bank and Trust Com.pany,
Executor
FILED 19__
~.
'.,
IN THE MATTER OF THE ESTATE OF l
B~ad R.Williams,a/k/a Bra'dfo'rd f
Rl:t1ston Williams,a/k/a D.':CEASED,
B.R.Williams
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
63-70-710NO._-..::.-:.--:.--:.--=--=-=-_
KNOW ALL M EN BY THESE PR ~SENTS.THAT__-=B~r::...:a=d~R~.!..._W~i"'l:.:::l.:=.i=a.:=.m=s'_".'___"I:.:::II"'_L..~_
:.Mellon Bank,N.A.,Successor by Merger to
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM/ME'LLON NATIONAL BANK ANO TRUST COMPANY-l.o.----E""""x..,e.......c.....u...t....o....r"---::-',_
Brad R.Williams,a/k/a Bradford Ralston
OFTHEESTATEOF-=-_~~i~lul~i~au~~s~,~ga~/~k~/~a~B~.~R~.~~~.i1~1~i~a~m~s~,DECEASED.THESUM OF
One Thousand Six Hundred Nine!y-Four and 94/100----------($1,694.94 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUN'TY.PENNSYLVANIA MADE
AT No._--"6'--'=3~---'7'--'0=<--_7-'--=-1 0=------'_
z,6WITNESSMYHANDANDSEALTHISi__=---=--DAY OF__~A"'__"'J:p:L'r..........il"'-------19~.
Principal Cash
Income Cash
W.US2
1,587.07
107.87
1,694.94
~\.~
I ".I
.;
NO.63-70-710
ORPHANS'COURT
ESTATE OF
Brad R.Willia:ms,a/k/a
Bradford Ralston Willia:ms,
a/k/a B.·R.Willia:ms
DOCKET PAGE _
cnRECEIPT
_7 oU)«~
_~-l a..
-FR~f!I-'-c.:::;;:o.~=~';~;.;.p.0(.
~c.:::::E :,.i_z.....r.~.'=:c>,...,-.-[~..fTBradR.CW'illiam.s....:.Jll,.\P
~
l_W tU to--Z~<.n t/,-
!;:::::T6;-=;-~•.l::!i::==:>0 U)a:::I..LJ <(,
CV)c::::::;;-
Me\{'tfn &nk,N.A.-:Su~ce s s 011
by Merger to Mellon National
Bank and Trust COnlpany
FILED 19__
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
J
IN RE:ESTATE OF
BRAD R.WILLIAMS,
DECEASED
)
)
)
)
)
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,PHOEBE V.WILLIAMS,Legatee under Paragraph Second of the Will of
Brad R.Williams,Deceased,hereby acknowledge to have received from Mellon
National Bank and Trust Company,Executor of the Estate of Brad R.Williams,
Deceased,the following at the value set opposite thereto:
Household goods located at the residence
of Brad R.Williams $1,430.20
and request your Honorable Court to charge the same to my share in the Decree of
Distribution to be entered in said Estate.
In consideration of this advancement being made prior to the filing and audit
of a First and Final Account,I hereby agree to refund on demand all or any part of
this advancement which may be determined to have been improperly made.
DATED this 67 tbday of August,1970.
Witness:
(SEAL)
".
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANSI C OURT DIVISION
RE:ESTATE OF
BRAD R.WILLIAMS,
DECEASED
)
)
)
)
)
RECEIPT FOR ADVANCEMENT
I,PHOEBE V.WILLIAMS,legatee under paragraph Second of the Will
of Brad R.Williams dated March 26,1966,do hereby acknowledge to have
received from Mellon National Bank and Trust Company,Executor of the Estate
of Brad R.Williams,Deceased,the following at the values set opposite:
Manis gold Hamilton wrist watch
Manis gold Hamilton pocket watch
Waltham pocket watch (closed case)
Waltham pocket watch (open case)
Howard pocket watch (with chain)
Howard pocket watch (no chain)
Hampden pocket watch (no crystal)
Royal Exchange pocket watch
American Watch (Waltham)pocket watch
Masonic band.ring
Masonic pin
$10.00
25.00
25.00
5.00
35.00
20.00
no value
30.00
20.00
2.00
no value
$172.00
and request Your Honorable Court to charge the same against me in the Decree
of Distribution to be entered in the above entitled estate.
In consideration of this advancement being made at this time,I agree to
return'all or any part thereof should it later appear that for any reason said
advancement should not have been made.
DATED this day of October,1970.---
WITNESS:
2GOI DAVIE OOULEVARD -
FORt LAUDEIlDAUr.,FL()!lInA 3::J:J1:.!
.";.
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JERROLD E.SHAFFNER
',.'..,,"~RICHARD A.ROSENBERG TELEPHONE 587-gS30
AREA CODE 305
,..~.\October 30,1972 I ~,,,.
,'-,.t'
Re:Estate of Brad R.Williams,Account No.101-476
Dear Mr.Ott:
Enclosed herewith you will find certified copy of
Letters of Administration issued to Mildred M.Williams,
as.the Administratrix of the estate of Brad R.Williams;
Jr.,.'a/k/a Bradford Williams,Jr.
The undersigned is the attorney for Administratrix and
I would appreciate copies of proceedings in the administra-
tion of the estate of Brad R.Williams and would further
like to be apprised of the assets of the estate other than
this piece of property that you are to sell.Mrs.Williams
informs me that just prior to his death,Mr.Williams had a
considerable bank account.
.,'"'1 1
Hellon National Bank and
.Trust Company
40 South Main Street
-Washington,Pennsylvania-15301
.Attention:Mr.Arlie W.Ott,
Trust Officer
"
,(
•'j "
Awaiting your advices,we are
Very truly yours)
RAR/mm
cc:Mrs.Mildred M.Williams
',.).
.''.
\\",:,;;1,>';:"WHEREAS,BRAD R.WILLIANS~JR.,a/k/a BMDXQRD~l:lS..,.,~J...Il.....+,_
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f'jo.::',39864-
t h"'-/....,,;..-,/.;_1 ·,.::L;A~'I',~_'~'~;;1 ~
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LE'D'ETIS OF ADMINISTRATION
,'.;':'I,"
~~~:f'"1 \",'"',
~',,""TO All TO WHOM THESE PRESENTS SHALL COME,GREETINGS:~~::~.\':;?;'l'.'.
WHEREAS,I,the undersigned County Judge,on the 30th day of O_c_t_o~b~·_e_r ....;.-
.late of Broward County,FloridJ,died intestJte on the
'l>;,'·.'possessed of property in the State of florida,and,
.}"l-,"-'"
,'.:H'\~':~f.~:\:..
-.",'.,
.HILDRED M.\{ILLIAMS
23r d:Jay of__..I>.JA"",uo.eg.,..u~s__t-,-,A.D.19-.1.0.,
191L,
,..
.f··.
MILDRED M.WlllLIAHS
I :'~
as Administrat~'of the estate of said decedent,arid,
one of the County,Judges in and for the County aforesaid,by virtue of the power and authority by law in
, 'NOW,THEREFORE,KNOW YE:That I,_~__--=P...-o..A=UL""""--=.rv""'l.'"--"!"..",ll'"'"'\·RK>=.>O::r-8-,.-1_1_1,,£.._--,-__
'/
"--.....has given bond and security and taken oath and performed all the necessary acts,:',<
J,equired by lciwand by the Orders of this Court to qualify~AsAdministratrix..of said estate:
''',.!'('".."..,....!.,',~,.','"":".....:,.,.'"(Him,Her,It,Them)'., .,.',
-'.,.
vested,do hereby d~lare ~e said~_~MuI~I~ID~R~E~D~~~[.~·_tu{~I~I~!I~,TwA~~~r~S~~_~~~~~_~~~
duly qualified under the Jaws of the State of florida to act as Administratrix of the estate ofBRAD R.
_H_I_L_L_I_llJ_iYl_S~._J_R~.......,_a....:./_k....:./_a_B_RA_·_D_F_tO_RD__H_I_L_L_I_A_·t'_IS-'-,OI---J-'-R-"-~;:....."-,,deceased,
and grant unto ~_l_e_r full power to take possession of and administer according to law and under
(Him,BeT,It.Them)
the Orders ofrhis Court all of the estate of said decedent,real ()nd personal (except homestead),and the rents,
income,issues and profits therefrom whether accruing before or ()fter the death of said decedent,and the proceeds
arising from the sale,lease or mortgage of the same or any part thereof;to ask,demand,sue for,recover and
,receive the same;to pay the debts of said decedent as far as the assets of said decedent will permit-in accord·
,,ance with the laws of the State of Florida;and otherwise administer the estate according to l<lw.
IN TESTIMONY WHEREOF,I hereunto set my hand and Jffix the seal of said Court at Fort lauderd'ale,Florida,
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STATE OF FLORIDA
BROWARD COUNTY
I,THE UNDERSIGNED,ClerJ{,of the County Judg~'s Court,
Broward County,Florida,DO HE[?i~nY CERTI FY the within
and foregoi.I1~:is a true and c;.1rrcct COP!of t:18 ori;.;inal as it
appears on record and fire in the office of the County Jud~.;e
of Broward County,Florida,and that same is in full force
and effect.
WITNESS my hand and SeQI of COYllty JUd gc'S((CQ.U!1 at
Fort Lauderdale,Florida,A:e.t3~.~....day oL~'
A.D.191..L-..~..._~.....@~._
, .Clerk GJunty Judge'S Court
AND AGENT OF THE COMMONWEALTH
DEDUCTIONS ALLOWED INFor,:,.'3.QS:10,
.'.
OFFICE OF THE
~'.~'.."';REGISTER OF WILLS
.,;J.'~"."
OF WASHINGTON COUNTY
STATEMENT qF DEBTS
AND DEDUCTIONS
G3-70 --7/0
J
THE SUM OF $'7~V:.I!8;
JAN ,3 11973RussEll MARINO'
DAT~~!.'PROVED _..•..•~"",.,""""",::=:,
-d=-!l Register of Wills,Age"!
.a a
ESTATE OF BRADFORD RALSTON LATE OF Chartiers Township
WILLIAMS a/k/a B.R.WILLIAMS
DATE OF FILING APPRAISEMENT DAT5 OF DEATH ---'J~ul=.y3__=-12~.~1J.9...:.7...:::0'---------
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCHI;~
1970
Julv 28 Washing:ton County Reports.Ad,ertising:g:rant of 1ettp.rs 14 00
AuQ'.31 J.C.McC1eerv.Aopraisa1 fee.real estate ~~00
Sent.1 Frank F.Nicholas.Appraisal fe:e.household g:oods'20 00
Sent.10 The Dailv Notes.Advertising:Q'r ant of letters 12 SO
Oct.6 Observer-Reporter.Advertisint;sale of real estate ~40
Oct.6 The Dai1v Notes.Advertising sa e of real estate 5 40
Oct.27 Bai1ey-McNa~11Ren~~,One,yea r fire insurance premium,83 00Pnli,..,r Nn R _:1;71 ~T ,P1'In Tn ~l1l"~n,..p r.('~-~_..
Nov 12 J.P.Ames Annraisal fee.iewplrv l)00
1971 Pennsylvania Department of Rev~nue,Fee for duplicate title
A ......,..1?+n A ,'\.ilp ~nrl nlli,..1<~p.rvi,..p f",,,,2 25
~
Mav 4 Observer PublishinQ'Company.!\.dvertisinQ'sale of real estate 5 40
AuQ'.11 Pennsv1vania Bureau of Vital Sta tisti:cs One death certific~tp.?00
Bailey-McNary Agency,One yea r fir'e insurance premium,
Oct.13 Policy No.81-836212.NortheI n Insurance Company 83 00
1972 George Challener,Inc.,Three ear insurance premium.Policy 34 00T::>.,.,?(."No.4996479,Potomac Insuran r-e Companv.coverinQ'household
and personal property contents
George Challener,Inc.,Three ear insurance premium,Policy
Anr ~No 51-220-53.Potomac Insurance Comnanv 34 00
E~enses re residence -wr0!herty at 141 Johnson Road,
Nov.8 artiers Townshin as inQ't<n Countv,Paa .
R/11/70 LaWl"p.nce Chandler.:E epairinp'Drivewav 141 00
?/7."./71 WP~t P",nn Hp~tinO'CoL-v._~_..R A ......I ::>,..i.,.,rr
linp.R and renair s to furnace 207 15
7/14/71 John T.Ruggiero,LaiNn care 26.60
1/10/72 West Penn Heating Co ~Ifany,132.50Replacing:hot water ta
1/28/72 West Penn i{;eating CoPlpany 70.50Replacing:t ermostat
6/30/72 Clt!zens water c.omy?,ny of Washmgton,
146.75Pa••Service to 6/2 7 )
7/11/72 Peter DeVitas.IHaulin g garbage 57.50Q""l"vi,..",+n 71 i '1 '7?
9/21/72
Columbia Gas of Penn3ylvania,Inc.,
C'•~~L'..."fi n::>I ,ill 1 OQR RO
West Penn Power Con pany,
1()/?4/7?C~_••.;,..'"tnrollO'h final ~ill 364.43
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHlNGTON ss:
I,ARLIE W.OTT.Trust Officer,Mellon Bank,N.A.,H£REBY CERTIFY.THAT.TO THE BEaT OF
MY I<NOWL.EDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF'DEBTS,FUNERAL EXPENSES AND EXPENSU OF
ADMINISTRATION aUB!'IIITTED TO THE ESTATE OF BRAD R.WILLIAMS DECEASED.AS DEDUCTIONS FOR
INHER~ANCE"~~~~(jRPC:Sr<;S.ME~.N ~~:j\.
,,,,\'"'r.--.~~_By:G.e ~
Sy;oR'l!;\ND SUBSCRisSD ~EFORE ME THiS 30th DAY OI'-=~'-T-r-+-71t7'OC&LI.fd.fl.&c-e~r~ll.5'iW---------<L.5.)
.~Ja~=\J00~leJl-~--:),L.;L&~~
Notary Publfc,0 'W,ashington,Washington Co..Pa.
My Commis sion Expires January 28,1975
·.'
·..:IJ
STATEMENT OF DEBTS AND DEDUCTIONS
ESTATE OF BRAD R.WILLIAMS
Page 2
1972
7/26/71
2/17/72
1/12/73
Dec.
1973
Jan.
19
12
11/8/72 Western Pennsylvania Water Company,
Service through final bill
11/8/72 Chartiers Authority,Sewage service
charges through final bill
R.A.Paynter,Inc.,Premiums paid on liability
insurance,as follows:
11/3 /70
4/29/71
12/19/72
Register of Wills,Washington County,Pa.
Court cost s,as follows:
7/28/70 Grant of letters and 5 short
certificates
Certified copy of Will
One short certificate
Balance due,Grant of Letters
Filing Inventory
22.28
278.96
3.00
10.00
2b.'99
12.50
6.50
1.00
9.00
6.00
2,546.47
39.00
35.00
Jan.18
Jan.19
1970
Aug.4
Aug.5
Mellon Bank,N.A.,Compensation as Executor
Howard O.Stevens,Attorney's Fee
Margaret Martys,Housekeeping services for
month of August
Oak Spring Cemetery Company,Ce.metery charges
1,389.00
2,315.00
100.00
110.00
Aug.
Aug.
10
10
William E.Speakman
Funeral expenses:
Less:
Federal Veterans Burial Allowance
County Veterans Burial Allowance
Social Security Death Benefit
Margaret M.Stiffler,R.N.,Professional services
1,240.00
250.00
75.00
255.00 660.00
140.00
Oct.
Oct.
Dec.
6
19
10
Kurtz Monument Company,Balance due,grave marker
John G.Inghram,M.D.,Balance of charges,professional
services
Dr.David N.Ingram,Professional services
25.00
20.00
561.14
"...
STATEMENT OF DEBTS AND DEDUCTIONS
ESTATE OF BRAD R.WILLIAMS
Page 3
1970
July 31
July 31
July 31
Aug.3
Aug.4
Peter DeVitas,Hauling garbage
West Penn Power Company,Service to 7/20/70
Township of Chartiers,Sewage servi'ce charges
Bell Telephone Company of Pennsylvania,
Service to 7/22/70
Columbia Gas of Pennsylvania,Inc.,Service to 7/21/70
6.00
15.73
36.73
27.26
34.31
Aug.10 Payment of 1970 Real Estate Taxes.as follows:
Chartiers Township,Pa.and Light and Water
Washington County,Pa.
Chartiers-Houston School District,Pa.
65.48
111.91
404.09 581.48
Aug.12
Sept.2
Sept.29
Oct.20
1971
Feb.4
1.C.Patsch and Sons,Inc.,Charges
Canonsburg United Presbyterian Church,
Balance of pledge for 1970
Citizens Water Company of Washington,Pa.,
Service to 9/8/70
Internal Revenue Service,Employees and Employers
Social Security Taxes for Margaret Martys covering
the quarter ended 9/30/70
Pennsylvania and local realty transfer stamps
on sale of Lot No.22
7.90
150.00
21.98
19.20
40.00
$9,222.15
J
....W~El~.~!.1g~.c>!.1 .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of COUNTY COLLECTIONS
COUNTY OF
...~';~':"'~,.
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.)..',___..;~~¥dg;i;T~::~:.OF .__}::::uA;~:OF
Late of w..§'.:;l.b.;tngton,.....County ~
::,:'~-::::::i~:_:_::_-::=:J'"
A:r+:i,~.W~..Qt.:t,.~:r.)J.§.:t.Qt.f.J,G.~:r......Qf......M~J.,lQ.n..Bank :N..!..A.
Administrator of the estate of the 'above-named decedent being duly sworn,depose and say
Executor
.Decedent cUed 12•...':!.~y...
(Month)·.
~ame'and address of attorney ~r}
other authorized representative to
whom all ,correspondence should be
mailed..
.....,19.7.9.,J testate leaving a.last will,copy of which.is hereto aHached•.}
(lIay).(Y~ar)L~'..
MellonBankN.A.. .
...South.Main.street ..&,.Cb,erry.Aveny,~,W§.~.l::l:i,ngtQn,p.~~J53.Ql........
That as such ~~,g.ll:~9.X deponent is familiar with the affairs of said estate and the property con-
(1·;xcculor·AdminiBlrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or 'as agent or deputy of another,or in decedent's individual name,'with right of access by another as agent
or deputy,with the exception of the following:-..
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT'BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Mellon Bank N.A.Washin ton Office Brad R.Williams
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 themortga~e encumbrances upon each parcel of'real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,r'ate 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 hereo·f sets forth fully and in detap.all pers2nal,"",.....~....property wheresover situated owned by the decedent at the time of death;all moneys left by tl~el.d~ee,den't"~\1\V_v~;,jk..~."~¥}~~at the time of death,whet,her'in ,decedent's immediate possession,standing to decedent',s'<freQJt 1,1rr,banks ,
of deposit,saVings banks,trust companies,or other institution~,whether indivlduall;i,~r~:t~'~t~~~'t:~fo:'~'~~~"any other persori or persons giving also~~parately the acc.rued interest thereon,if anY'"down to~the la;;st_
.interest d~y prior to dec~dent's death in the case of saVings banks,and to the date ~~d~g~dent'~deith
in all other,cases;.ll:llbonds,postal savings,treasury certificates or notes and oth~r:.evfdence o(-in-~_o~fi 'jr,0-•,/debtedness of the United States to the decedent;all obligations,whether by statute or (agreement'they
are designa~ed as tax free,'of t~e United States,or any state,or political SUbdiVisi;rit~ereof,o~of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,'boats,and any and all
other personal chattels of whatsoever kind or nature,left 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 promlssory 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 i tern;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
"
In the case of securities of 'close or family corporations,the values reported are as far as
possible substant~ated by ~inancial 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 tne'agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the n~ture 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 ~ther facts of a pertinent nature r~g~rding said transfers.,In the case ,of transfers intended to
take effect in possession or enjoyment at or after death;th'ere is also ~ttached''t~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 individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power'att'ached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's dea~h,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.'
That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with,another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of"personalty,plus the name,address a~d relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,
have be~n carried forward and properly registered in the Summary.
S.ub~cribed and'.sworn to before me this ......,~::·:~i:::::/;l~~9~~.
DOLORES P.MEREDITH,Notary PUblic
Washington,Washington County,p~.
My Commission Expires
January 28.1975
N.A.~~'.'~.
Executor-Administrator)Trust Officer
..................~C?,.~~.~~~.~.~~.~.:~q?~.!.EX ~Y..~.~.
(Street Number)
Washington,Pa.15301.......................................................................................................................................
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in wi'th 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 ''''the "Summary"has been properly completed as above-directed.
RCC-34 (1-64),
COMMONWEALTH OF PENNSYLVANIA
D~PAR"TMENTOF 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.
I
l'
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together with
o general descri'ptlon of the property,with 0 reference to the record of the
conveyance by which the decedent took title;if a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
All that lot or parcel of land situate in
Chartiers Township,Washington County,Pennsyl-
vania,having erected thereon a two-story
brick dwelling and two detached garages,known
as 141 Johnson RGad and consisting of four lots
Numbers 22,23,24,and 25 as recorded in Washing-
ton County Recorder's Office in Deed Book Volume
709,~.~.ee j3~lc2..\(~Lot Number 22 SO.ld).
~-If....(J'~~'Iota.:e 2-~;(dtlt7,-
~~/f7/.
~A/~.~
l2>;f -£f2 ~c?o?(~~/~c2tJ r 0.&0 ..
Insert thiS total opposite "real property",Schedule "A"in the
"As Reported"column on the last page of this return.
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
xxxxx
(2)
ESTIMATED
MARKET VALUE
22,000.00
22,000.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKRr VALUE (Do not write in
this space)
1 Cash,etc as per copy of inventory attached ~1-,~s7-J',hereto 24,259.86
-..
.I
Insert this total opposite "Personal Property",Schedule "B"in X X ,¥24,259.E'ti '(f,;2~c2s 7-8(;,the "As Reported"column on the last page of this return.
RCC-36
'Cl~ONWEALTH OF PENNSYINANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)N_O _
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)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 was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:.
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__-::.N;.:o'-_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers --'-__
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~N~o~_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
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 DESCRIPTIONMarch,1970
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
1 Brad R.Williams,Jr.
(~)
tf~e;;(.3 -70
$7,500.00 .
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
..~(.'
~C(,J-~7 (12-63)•COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
,RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
i,
.I"RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Phoebe Y.Williams Daughter-in-law Yes 6-15-22 *,-
Pittsburgh,Pa.15243,--
*Household Goods $1,430.20,jewE lry $172.00,50~residuary estate
Br~R.Williams.Jr.(Died 8-21-'0)Son Yes '?sot,"'''"~;01-01-
c/o Richard A.Roseberg,Esquire
2601 Davie Blvd.
Fort Lauderdale Fla.1~~12,
Sally M.Will:iffims Granddall.Q'htp'Y"YPP.S-7_S~,10%residuary estate
Pittsburgh.Pa.15241
David Charles Williams ~,YPP.4-10-S7 1 oot."'''",:,;.,~~+n+~
Pittsburgh.Pa.1524~
B'Y"l'ld R T.T;11 ;"m~TTT Grandson Yes 10-2~-47 5%",,,",,,;~.~~+n+~
68 Sarfield Oaks,
3820 Sarfield Avenue
Shrevport.LA 71104.
1
,'
.
.
'-
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.
(Executor-Administrator
must complete "As
Reported"column #1.)
....:j "'d ~...en enII>..,II>::s '"-en 0.....::s '"'0(l)II>..,
...- 0en'0
"'d en..,..,.g ~
~~
CJ..,o'"'"...,
II>><'.'~~
~'"..II>..en
63-70-7l0
Year .
P.Il THE
t No.
Will
Administration
.;er.!34R.W:i.,l..l:i.,~s.
Deceased j
Late of .....Houston
County of Washington~-....•.............-.
CommoD\\'e:llth of Pennsylvania
.......:
C/)c:~~>~..-......-......-.....~V'J'V'J fJ).......~n n?"?"?"'
REPORT AND APPRAISAL ri ~:>;::::;::
.'.
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R C C-8 1 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MELLON NATIONAL BANK &TRUST COMPANY
{Executor ~tlN
IN YOUR REPLY PLEASE
REFER TO
Inheritan~~~%Tasion
J
In Re:Estate of .~,_~BRA~D!o!.<!FL!Ol!ARD~AlRAL~S~ToIo..lO!l£AN.l...-.l:WLdI ...LUl!L!"I,IAMDi:JJSOL-Jal&J/C.llk¥/.J:Ia,----__
----:lwrla.~si:Uh..LJiu.nJ.l;g~t.....ownl.----County - FileNo.63-70..710
Dear Sir:
You are he reby noti fi ed that the .wo'-'Lr.....j-egt""i.IJnLCla~ll....._..:_..._~.:_...__~
appraisement in the estate of Bradford Ralston Williams a'k'a
has been fi led in the office of the Register of Wi lis of Washington r I
County on March 14 ,19a,Said appraisement reflects the following
valuations:
ReaI Estate-----.2"'2""';,~O.AO.AOJ.;.--'OAOI----
PersonaI Property__~2~4~,~2....5L;;;94.....8u6.J-_~~_
Transfers-~-----I--7~,..;J5"'lO~OL,..-\dO",O,-.__~_
Jointly Owned ----'~...:.-
Total ------~5,)3""W",+7~59~•.-18~6: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 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 _----=1v""'fa...ruc....b"'---o1..,4:Lf-,_1......-z9.J-7,..,.3 _
DATE OF DEATH:July 12,1970
Note:This is not a bill.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of WILLIAMS,BRADFORD
(Last Name)(First Name)
RALSTON a/k/a
(Initial)
DATE OF DEATH 7-12-70 FILE NO.63-70-710
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated,"'arch 14.1973 ~~
INH ERiTANCETAXARAiS If'
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
53 759 86 53 759 86
VALUE AS REAPPRAISED
$-------+--
FOR USE OF REGISTER ONLY
Tax on $-+__2%
Tax on $@)
Tax on $5%
nXoo$lK
Taxon $~
Exemptions *
Total Estate -+-__
TOTAL TAX
COMPUTATION 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====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---l
AMOUNT OF ESTATE TAX ASSESSED $----;-.<::...-~---------'I-
Estate tax paid $_-+(l-
BALANCE DUE $------__~~
Add interest at rate of 6%from
------Ito-----$-------It=TOTAL TAX BALANCE $--------l-
PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation•
...
Will IN
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
01 BRADFORD RALSTON l>lILLIIMS..................-.
Deceased
Late of .
County of
GfIA.R..'I'.lER S..'rl~..~.. .
.WASHINGTON..
l
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
j;
~EPA~T),lE!'~T OF REVENUE
BUREAU OF COUYTY COLLECTIONS
HARRISBURG,PENNA-17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~~E.~.~..~~..'...:~.?.?..~.
.COUNTY ~~.~.l.:1.~.r.:1.~~.~.~..
FILE NO ?..~.=.?...9..:..?..!.Q .
Whereas,B.r..~gf..Q.r..g R.~J.§.t..9..J}W~JJJ.~~~~I.l:5:I.~late of 9..~~.~.~.~.~T.~~.~.p...~.
in the County of Jias.hingt.o.n Commonwealth of Pennsylvania,having died on
:~~j:~.;;;~~~:~~~;:z.~~~;~~~~:~t~~~~~=~~:;;~~~;~~:;~~~:ized and possessed of an ..tate
Therefore,I,-U22~~~~,an appraiser duly appointed according to law,
having beer designated to make a fair and conscionable appraisement of the said estate and to assess and fix.1.,
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.
.AppraisementUnitDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
REALTY:
A hereto:22,000 00SeeSchedule"A"attached .-
....
PERSONALTY:
See Schedule "B"attached hereto:24,259 86
---
TRANSFERS:".,....-...'"
See Schedue "C"attached hereto:7,500 00
!.,
I .
.,
",..
'.
....
Total 53,759 86
-
form::':fhbl:~::I;;.:swOl"lla,/7-21~~.~:;:re~~~~~~~~~
••••••••~~;K~i)....•••••••••••••••••••••••......~~~~~.r·
..\vASHINQ'l.'Q:N'.............County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
BR~p~~~l:)~~.?'];~.~~y~.~I.-.::I:A.~~~~I~1a
Deceased.
Late of
CHARTIERS TlVP.
Date of Death,.J..~.+y l~.,l.~7.Q .
Appraisemei!t Docket Vol..38,.
Page,a.8~.2 No.6.~.~.7.Q~.7.10 .
Filed in Register's Office,JIar.c.h..14:..197.3..
Amount of tax due,$;
DEPARTMENT OF REVENUE
Received,
Examined and Approved,; .
Wrote abo,ut Appra.isement,..
''Vd "OQ N01:JNIHSVh\
SlltM .:10 tn.LSI~3B
ON IHVi'l Tn ss nH
I-
,
~
Appeal f,.om Appraisement,.
20 ~"iLHa 01 HdV ELl
Entered and charged,.IO]-'ll~j
~.
.j.
..
.'.
..
-..'
I.1//..;-
,.
..ADJUSTMENTS .-FILE NO •~~_-'-"'"""--__
DEBTS &DEDUCTIONS FORM _.AMOUNT cLAIMED
-.'LESS ITEHS DISALLOWED:
'.'.
$----
$----
$!L9,t,_iJ
$r3:i!,,!/1'.
$..~~~a
u:z:t,------
..~-a(l·
$,_.------
$,-----
$
$
$·_~~,("",;L·~0;;:...10~·····_
$Lt.-2.z
.,.
.-.-.-.:.-.-.--.~'..,:::...-:.;-.._~._..
.,:.....
'.-:·BALANCE .-..
.,.•'ADDITIONAL DEDUCTIONS -ACCOUNT·&AUDIT
/lbj.:'I.,~i b
...TOTAL ALLm'l.ABLE DEDUGTIONS
"..."
...-.-'
-,..'.'-,..:
...\.,
'\'.
.,,-~~.•.....
.'"';--,
.~~..
"'....;,.J"..'"
AFFIDAVIT OF EXECUTOR
STATE OF PENNSYLVANIA)
)SS:
'COUNTY OF WASHINGTON)
.r......,
/.,'
('i/'>'"".....__.It'
.......'~.I
......""...../.~'./..................~
-......./
Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON BANK,N.A.,
successor by merger to MELLON NATIONAL BANK AND TRUST COMPANY,who,being
duly sworn according to law,deposes and says that said Bank is the executor of the estate
of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON WILLIAMS and B.R.WILLIAMS,
deceased,that the following schedules constitute a complete inventory and appraisement
of the real and personal estate of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON
WILLIAMS and B.R.WILLIAMS,deceased,except real estate outside the Commonwealth
of Pennsylvania;that the figures opposite each 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 appraisement of each
item made by the above named Executor.
Sworn and subscribed before me this 11th
day of __....J;\!:::..:s.:m:.3:1a~rv~.--:'1973
leI 00loraa P.~rndi~h
Notary Public
/141 J\~lip,fi.Ott
Arlie W.Ott
TRUST OFFICER of MELLON BANK,N.A.,
successor by merger to MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE .of BRAD R.WILLIAMS,
A/K /A BRADFORD RALSTON WILLIAMS and
B.R.WILLIAMS,DECEASED
INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which
were of BRAD R.WILLIAMS,A/K/A BRADFORD RALSTON WILLIAMS and B.R.WILLIAMS,
WILLIAMS,Deceased,late of 141 Johnson Road,Houston,Washington County,Pennsylvania,
taken and made in conformity with the above affidavit.
PERSONAL ESTATE SCHEDULE
Cash 79.07
Mellon National Bank and Trust Company
Canonsburg Office
Checking Account No.477 -1144
Balance 7/12/70
Savings Account No.1
Balance 7/12/70
949.62
13,217.41
$19.00
19.00
19.00 ~JlZY$
....
~
Mellon National Bank and Trust Company
Canonsburg Office
Savings Club Coupon Books:
No.1049377
No.1049378
No.1049379
,:~
57.00
Mellon National Bank and Trust Company
Employees Retirement Plan
Pension for June,1970
The Equitable Life Assurance Society
of the United States
Proceeds of Certificate No.4813'
of Policy No.0799-C
Blue Cross of Western Pennsylvania
Refund of unearned premium on
Blue Shield-Blue Cross 65 Special
coverage under Group No.66,000-00,
Agreement No.l67-07-7l47A
American General Insurance Company
Refund of unearned premium on
Policy No.61-144823
Look,Incorporated
Refund of unexpired portion
of subscription
Treasurer of the United States
Refund of overpayment of 1970
income tax liability
1963 Dodge Sedan (Sold)
Household Goods
Jewelry
tiYr/lJ
O-Km0"":
rH<Jn.J.
511.29
7,000.00 ~
25.50
39.00
1.77
87.00
200.00
1,430.20
172.00
Tractor and two mowers
Total Personal Property Appraisement
REAL ESTATE SCHEDULE
tY-K.~.......__4..;...90_._0_0
'$24,259.86
REAL ESTATE IN PENNSYLVANIA
ALL that lot or parcel of land situate in Chartiers
Township,Washington County,Pennsylvania,having
erected thereon a two-story brick dwelling and two
detached garages known as 141 Johnson Road and consisting
of 4 lots,Nos.22,23,24 and 25,Deed Book Vol.709,
page 312,Washington County,Pennsylvania.$22,000.00
Total Real Estate Appraisement $22,000.00
_________________-_2_-_----'-PrW_·.!::....-._'-tL.t4J#~~/}.
'...
RECAPITULATION
Total Personal Property Appraisement
Total Real Estate Appraisement
Total Appraisement
$24,259.86
22,000.00
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
None
- 3 -
~,,
It
INVENTOR Y AND APPRAISEMENT
IN THE ESTATE OF
BRAD R.WILLIAMS"
A/K/A
BRADFORD RALSTON WILLIAMS
and
,B.R.WILLIAMS,
Deceased
Filed ,1973
Attorney:Howard O.Stevens,Esquire
'.Address:Mellon Bank Building
Canonsburg,Pennsylvania 15317