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Home My WebLink AboutOC1970-0835 - ESTATE OF FRY• <!tnmmnuUttalt4 nf 'tuuligluauia,f lili:lIali4iugtnu <!tnuutg, • KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 26th day of Aug u s t A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of HENRY L.FRY late of Donora in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Angeline N.Fry and Pittsburgh National Bank the Executors in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Angeline N.Fry and Pittsburgh National Bank committing unto them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring them to exhibit a true and perfect inventory thereof into ,the Register's Office,at Washington,within ninety I days from the date hereof,and to r,ender a just and true account of said ad~inistration at the expiration of six months from the date hereof,and to regard and comply with the prpvisions of the laws of this Commonwealth relating to inheritanoe taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,.this day of August nine hundred and Seventy twenty-sixth in ·the year of our Lord one thousand ~~.~...""....._.....""... Register ::n$.t~+-+=~a II.~0 +-+UJ ~N lJ:t l-t~«Ii.tat;UJ • lJ:t ~ $.t ~~:::~~~ • National Bank,the within named accountant,being duly sworn according to law, deposes and says that the foregoing account as stated is true and correct as he •JOSEP;{VI.LI1';;~,Assi stant Trust Officer of Pittsburgh.. \---1 IiII--------------------------------------~ COMMONWEALTH OF PENNSYLVANIA :SS I COUNTY OF WASHINGTON :II, 'I I I II, verily believes. Sw?rl).,~~~~:-subscrib~.~e:for~me ) thlS-;/day of/\,--.,v-'- 19 /~J_, '.) ",-.J ,~".....~ ,I \.~~'((~- Register I,'"I'.'1 PITTSBURGH NATIONAL 3ANK By',· ---------.;- Assistant Trust Officer WASHINGTON COeNTY:SS I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to 1\0 •.J-;;,-'l 3 --/ Witness my hand and officjal seal this ~5 _ day of )-/l-d-':-./L-,19?3 .1 ',.~~....~~:.-".-,-...J ,/},-/~'-~~.~.-'t.j~_~.c:."''''' Register of Wills .~) 1..-..,,\- ....\.-q-0\-",',1 M --- ..J) '~. 0-- Q) ~o.c I -'....P..-OJ ."'-.~ rlQ) 8 I~I1'1 M !""""".!. 1co1 lS'\'lS'\)1I'j .::t \"~! >,,,~! cd \I~....-- So-!;:1 •I~ ~ .~ +.:l So-!.cg .~ ~+'O~ lS'\cdrl+J~cd ;:1.~0 ~C) '0 cdC)~>~Cr-icdQ)rlo;:1 ~s::s::en 0::,-~.~Q)~CH • H..c:>~0:c en <t Q)>,~~en:>'0..Q)~~£,s::~,'.+'~So-!"Cr-i Q)01-10.,-len.j..) 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'1,0 -~tJ:S \ ~K 1 N1 ~ " I~ II _ ,'.:•.~,It.'•".'t .. ,'. • I I lI 1 I I LAST WILL AND TESTAMENT I,HENRY L.FRY~of Washington County,Pennsylvania,being of sound mind and memory do make,publish and declare this my Last Will and Testament,hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. I,! FIRST:'I direct my Executors to pay my debts,the expenses of my last illness and my funeral expenses. SECOND :-1 give and bequeath all my je\'lelry,automobiles, clothing and other purely personal effects,as well as all household goods and equipment which I may own,to my Wife,ANGELINE N.FRY, if she survives me. In the event my wife fails to survive me,I give and bequeath the aforesaid items to my wife's children,FRANCIS D'EGIDIO and JOSEPHINE PERRY,or the survivor,to be distributed among them as they shall mutually agree,or in the absence of such agreement,as my Executor, in its sole discretion,shall deem advisable,making such distribution in as nearly equal shares as possible. THIRD:If my wife,~~GELINE N.FRY,survives me,I give, devise ·and bequeath to my wife,ANGELINE N.FRY,absolutely,so much of my estate as will afford my estate the maximum allowable marital deduction under Federal Estate Tax Laws when this share of my estate,so given,is considered with any and all other property of mine passing or which has - -, ,!..'..,•<•• passed to my wife under the provisions of.this Will or otherwise,and which other property is included in the marital deduction allowed my estate. There shall be excluded from this devise and bequest any assets which do not qualify for the marital deduction.It is my desire that any business or business interest which I own at the time of my death shall be allocated to the bequest to my wife,provided,however,that such allocation does not affect the size or validity of the marital deduction allowed my estate. In the event my wife and I should die either simultane- ously or under circumstances which do not afford sufficient evidence as to who was the survivor,it is my intention that it be presumed that my wife survived me. FOURTH:my e-Istate,IAlltherest,residue and remainder of give,devise and bequeath to PITTSBURGH NATIONAL BANK as Trustee under that cert~in Revocable Life Insurance Trust Agreement dated ------- ___A~p_r_i_l__l_8~,__1_9_6_9 ,(and as the same may be amended from time to time), and actually executed by me with'PITTSBURGH NATIONAL BANK prior to the execution of this Last Will and Testament;said devise and bequest shall be added to the principal of the aforesaid trust,to be held and/or dis- tributed as though an original part thereof. f( FIFTH:If for any reason the said Trust Agreement is ineffec- tive as a trust at the time the assets of my estate are to be_added to it, then the property herein given,devised and bequeathed to PITTSBURGH NATIONAL BANK,as Trustee under such Trust Agreement shall be held by it in trust in accordance luth the provisions of the said Agreement in its form immediately prior to the execution of this Last Will and Testament. -2-_11•.1111 I111__••m_IIIIII&_lImii__..III _.._-_•••_ZI -------------- I I .-~ SIXTH: • In addition to the.powers conferred by latV',my Execu- tors shall have the following discretionary powers: A.To retain as part of mY estate any property received hereunder,without any duty of diversification,and which shall specifi- .cally include any stock which I may own at my death in PITTSBURGH NATIONAL BANK. B.To invest and reinvest the principal of my estate in stocks,bonds,mortgages,securities or other property,real or personal, without being limited to the classes of securities or investments in which fiduciaries are by law authorized to invest funds. c.To sell,exchange,lease,encumber,option or otherwise dispose of.all or any portion of my estate,real or personal,in such manner and upon such terms and conditions as shall be deemed advisable,and to make,execute and deliver deeds,mortgages,leases,assignments and other documents necessary to effectuate any powers herein granted and which shall specifically include the authority to grant leases extending beyond the per- iod authorized by law. D.To make distribution of my estate in kind,in cash, or partly in kind and partly in cash and to this end,allocation of assets in kind shall be in the sole discretion of my Executors.Assets distributed in kind in satisfaction of any pecuniary distribution under the terms of this Will shall be distributed at their values on the date or dates of distribution. -3- I ... (:, ,.,. J-i._~ ~. E.To retain in kind and to continue to operate as a going concern during the administration of my estate,any business or business interest which I may own or in which I may have the controlling interest at the time of my rleath,so long as such retention and operation is deemed advisable,and my Executors shall be entitl~d to adequate and reasonable compensation for such ~ervice6 in connection with the operation of any such business or business interest in addition to the amounts usually awarded Executors :in connection ,vith the administration of estates. During the period of time that such business or business interest is so operated,the full responsibility for the management and operation there- of may be delegated to any person or persons they may,dee~advisable. Further,my Executors shall be authorized to distribute any such business or business interest to my Trustee in kind.Such business or business interest may be incorporated if my Executors deem such action advisable. My Executors,however,sha1.1 be authorized to sell or,liquidate any such .. business or business interest upon such terms and conditions and to such person,persons,corporation or corporations as they shall deem advisable. IMyExecutorsshallbewithoutliabilityforanylossarising from or I occasioned by the retention,operation and/or the sale or liquidation of any such business or business interest. Notwitbstanding the foregoing provisions and in \ addition thereto,my wife"ANGELINE N.FRY,if she is then living,shall have the final authority as to the management~operat,ion,sale,liquidation i or retention of any business or business interest which shall be sold upon such terms and condit10ns and to such person,persons,corporation or corporations as she shall deem advisable,and my Corporate Executor shall be without liability for any 1:oss arising from or occasioned by the retention, •.._.•.._.--- -4- a••- ·. '1 .. ,. operation and/or sale or liquidation of such business or business interest. SEVENTH:I direct my Executors to payout of the principal of my residuary estate all Federal Estate,State Inheritance,Estate and Succession Taxes imposed upon or with respect to my estate or any property in which I may have an interest,including any property not forming a part of my testamentary estate but included in my gross estate for tax purposes,except any property over l'lhich I have a taxable power of appointment in the event it shall be held that I have not exercised such power of appointment in this Will,at such times and in such manner as my Executors,in their sole discretion shall deem advisable,and no such taxes or any portion thereof so paid shall be collected from or paid by any other person,persons,or corporations by way of reimbursement, proration,apportionment or otherwise. EIGHTH:I name and appoint my wife,ANGELINE N.FRY,. and PITTSBURGH NATIONAL BANK,Pittsburgh,Pennsylvania,as Executors of this,my Last Will and Testament.In the event my wife,either at the time of my death or thereafter,should be unwilling or unable to serve for any reason,no successor shall be appointed. No individual fiduciary shall be required to post bond or any additional security in any jurisdiction in which such fidu- ciary shall be required to serve. NINTH:I appoint PITTSBURGH NATIONAL BANK as Guardian of any property which passes to a minor and with respect to which I am authorized to appoint a Guardian and have not otherwise specifically~I I 1'•••_.M•....Iii _''''i -5- Ii..___"DU ",,,'< ••""'-','",,·'v...','...·~.,,,-,--,....,......._..."..-<.,.",,,.._'lI",,.......t;..;.,.'..:;"~.........·,"'\.........'"'~ji;.....;.....~.;,..w~,,,.l,-~."'.......;..~""t!;.e','".'".';~~"f'r't:"e~~t".,~1i'.I>."s.p.;~.'t'#.~:M.,,,",.;".',.;:if'.jl,>Y....,. • ",,',..;".,,"'J't~,...,;'If''''<Il'J<'r~'::";.:'i!;:l.'... . 1 \ .' ......,."..-'. done so,granting it in this capacity the power to agree to any distri- butionof the said property thnt it deems advisable;.the power to retain any property,real or personal.received by it in kind and the power and authority to sell the same upon such terms and conditions as it believes advisable,giving good title to nay real estate thus sold;and the power and authority to invest in such stocks,bonds and/or other investments it deems advisable,without being limited to those investments in ~lhich guardians are by law required to invest minors'funds;and the power and authority to disburse to or for the benefit of the minor wards so much of the income and the principal of the minor's share of the said property as it,in its sale discretion,deems advisable for the minor's comfort, maintenance,support and complete education,including preparatory,college and post graduate or professional training,and to aid the minor in the event of any illness,injury or other emergency affecting the minor wards wherein money is needed.Any disbursements hereinabove authorized may be made to the parent,guardian or such other person as may have custody of the person of that minor at the time such payments are made,without 1ia- bi1ity on the part of PITTSBURGH NATIONAL BANK to see to the application of said payments by the payee,and the receipt of any such person shall be a full ,acquittance of PITTSBURGH NATIONAL BANK as to any amount so paid. 19t-.tJ .WITNESS my hand and seal this 1-<'«day ofof,~.:..---- Signed,sealed,published and declared by the above named Testa- tor,HENRY L.FRY,as and for his Last Will and Testament,in the presence of us,who at his request,in his presence and in the presence of each other have hereunto subscribed our names as witnesses. Address7 -,.J).. ./()'. -6- Address .... INVENTORY of all real and personal estate of Henl':Y-._}',..!_..:F.rY-··.T -·..··-·· ·.._deceased, late of ~J~~JJ~.~._~y~_~~~___MIIat p.9.J1Q.nL _Gity _ _ _Ward I.....__Borough ,To\\'Ilship,Pennsylvania. PERSONAL ESTATE SCHEDULE $~12,209.23 ittsburgh National Bank St.Clair Office Savings Account No.7Y24 irst Federal Savings &Loan Association,Ft. Savings Account No.08-01-06184 I Couch Office I I I I I I i'·. I ,.:,., $ 11,384.27 23,593.50 ;>'• None None REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA I i i AFFIDAVIT OF EXECUTOR OR ADImNlSTRA'l'OR STATE OF PENNSYLVANIA l SS.: COUNTYOF~~ Washington Personally before me,the undersigned authority,~Notary Public in and for said County and State,appeared Charles E.Enlow,Assistant Vice President,Pittsburgh National Bank and Angeline N.Fry who,being duly sworn according to law,depose and say that PITTSBURGH NATIONAL BANK and Angeline N.Fry are the ExecutorS ~ of the estate of Henry L.Fry deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of Uenty L.Fry deceased,except real estate outside the Commonwealth of Pennsylvania,that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent I s death.O"'fA,.O&-fAMU'-J~~ ~~~lfkO~»5 ...~...--~~.""'. ... '\n <.0-U)<0 -J a...'2IV)....-~~c::,i~;r .~~.-(-~~.~uO..~GI,.._~:::~~a>".-col!lO-r !- ~t1S ~"..:;,~"l._.;.-~ "--"-~EFt ...... \'--.(-0~L.'-_~~::c (..-J U)rJ:l\~-..........~«:i E-4 1'-- L"_::---ES >,,:to ~i --~H:en ~i...3 ~rJ:l>.:Hi ~Z >..1H: ~s:::Q): -'::c:: ~ '.-. .._.----"-----"', TR-2 REV~.9-62 !LJ 3-7 ~-8 3 S- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTr,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF HENRY L.FRY,DECEASED FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRl BRNK AND ANGELINE N.FRY EXECUTORS NO.80816-9 PITTSBURGH,PA.DECEMBER 8,1972 I SUMMARY I SCHEDULE A , PRINCIPAL -PERSONALTY Receipts Pages 2 and 3 $23,593,50 Disbursements Pages 3 and 4 8.904 97 Balance I $14,688 53 SCHEDULE B INCOME -PERSONALTY I Receipts Page 4 $I 2,015 95 Disbursements Page 4 I 179 17 IBalance 1,836 78 NET BALANCE $16,525 31 / I THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY II I I Short Term Investments General Electric Company Demand Note $14,000 00 Cash 688 53 $14,688 53INCOME-PERSONALTY Cash 1.836 78 $16,525 31 I .. I, !, I . j i HENRY L.FRY TR·2-A REV.9-62 I, SCHEDULE A I I PRINCIPAL -PERSONALTY III I I RECEIPTS I I 1971Sept.13 Inventory filed I $23,593 50 I Assets Purchased I General Motors Acceptance Corp.Short Term Loans.-I10/16/70 $18,000 00 I1/4/71 1 18 ,000 00 I General Electric Co.Short Term Loans - 9/14/71 i 18,000 00 9/16/71 17,000 00 1/4/72 .17,000 00 I General Electric Co.Demand Note - 12/7/72 :14",000 00 $1102,000 00 Cash disbursed to purchase above assets 102~000 00 0 00 Sale and Conversion of Assets without Gain or Loss i I1970I 4 ISept.Proceeds complete withdrawal Pittsburgh National Bank,st.Clair Office$savings Iaccount12,209.23 Carrying value 12",209.23 $!0 00 ! Oct.16 Proceeds complete withdrawal First Federal Savings and Loan Association,Ft.Couch IOffice,savings account 11,384.27 Carrying value 11",384.27 0 00 I I IProceedssaleGeneralMotorsAcceptance Corp.Short Term Loans at 100,as follows:i 12/30/70 18,000.00 , Carrying value 18,000.00 I 0 00 9/10/71 18,000.00 ICarryingvalue18",000.00 0 00 I I I , -2-I ! I , I •I HENRY L.FRY I I,I TR-2-A REV.9-62 i , Proceeds sale General Electric Co.Short I Term Loans at 100,as follows:I I 9/16/71 $18,000.00 I Carrying value 18,000.00 $I 0 00 I 12/30/71 17,000.00 I IICarryingvalue17,000.00 I 0 00 1972 I Dec.7 Proceeds sale $17,000 General Electric Co., Demand Note at 100 17,000.00 I Carrying value 17,000.00 0 00 1$0 00 I $23,593 50I IDISBURSEMENTSII Exemption IFamily 1970 I ~Sept.17 Angeline N.Fry,widow I 1,500 00 I I Administrative Expenses , 1970 I Sept.2 Russell Marino,Register -I Letters testamentary $I 14 50 4 short certificates I 4 00 4,Washington County Reports -I 14AdvertisingletterstestamentaryI 00 8 Russell Marino,Register - Certified copy of will ,9 50 17 John S.McCans -I Appraising real estate at 219 Allen Ave.,, Donora,Pa.I 30 00 Nov.4 The Herald-American - Advertising letters testamentary I 12 50 1971 Sept.14 Notary fees i 1 50 I 14 Russell Marino,Register - Balance due on grant of letters I 9 00 Filing inventory 3 00 1972 I Dec.8 Anto,Myshin and Martin -, Attorney's fee I 1,180 00 8 Pittsburgh National Bank -I Executor's compensation I 1,180 00 2,458 00 I Preferred Debts , 1970 I Sept.4 De Rienzo Funeral Home -I Funeral expenses $,3,785 00 1971 Jan.20 Angeline N.Fry -, Reimbursement for marker I 146 00 3,931 00 II I -3-I I i I .. ,:;:'"",.I,,I I , I . •i I L HENRY L.FRY I II TR-2-A REV.9-62 ! Other Taxes i 1970 iNov.3 Russell Marino,Agent for the Common-, wealth -, IAccounttransferinheritancetax at 6%rate $240.00 I Less 5%discount 12.00 $I 228 00 1971 Oct.8 Internal Revenue Service -I Federal estate tax :787 97 $1.015 97 I $8,904 97 I SCHEDULE B I I I INCOME -PERSONALTY ,I I !RECEIPTS Interest -Savings Accounts First Federal Savings and Loan Associa- tion of Pittsburgh ~1439/28/70 19 i Interest -Short Term Investments I General Electric Co.Short Term Loans I $18,000 -to 9/16/71 $I 5 66 17,000 -to 12/30/71 ! 255 32 General Electric Co.Demand Note I$17,000 -12/7/72 748 43 I, General Motors Acceptance Corp. IShortTermLoans $18,000 •to 12/30/70 i 232 45 I18,000 -to 9/10/71 630 90 1.872 76 ! II I $2,015 95 I DISBURSEMENTS I1972 Feb.28 Pennsylvania Department of Revenue -I 1971 Pennsylvania fiduciary income tax $I 20 51Mar.13 Internal Revenue Service - 1971 income tax on accumulated income 37 71PittsburghNationalBank- $Executor's compensation !120 95 179 17 I I i I DSB:rw -4- I I I I I I I In compliance with the Newspaper Advertising Act of May 16,'1929 P,L,1784,Sec.3, paragraphs (3)and (25). County of Washington I ss: State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state, Mrs A F_-D_e.sant_i~who,being duly sworn,deposes and says:thaLS_h~L is the ho.okk_ee_p_er.of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates.: .II -,.,..:. THE D~~AH~~!~A~LlCAN PROOF OF PUBLICATION e .t r--,e:XE-::U ~(t:::..'-NO'T~CE --jlEstateofHENR'Y L.FRY.de-II ceased,late of Donora,WaShington,,Ilicounty,Penna. •Letters Testamentary upon the, I above estate haVing been granted ',to the undersigned notice is hereby !given to those indebted thereto tomakeimmediatepaYment,and tothosehaVingclaimsordemandsto Ipresentthemforsettlement.! ANGELINE N.FRY and I PITTSBURGH NATIONAL ~BANK.Executors6SouthMainStreet • '1 Washinl!ton,Penna.15401DANIELMYSHIN,Attorney'.108 Fifth Street,Monessen.Penna.15062pet.14,21,28,1970. October 14 21 and 28 1920-------------------------------------,----------------------------------------,----------------------------------------------_..._--_._----------.-.-----_._------------------..-------.._- EXECIIT'ORS_!.NO_T.IGE.:Eatat.e 0.l Henr-y-.--L-..----F-r-Y-------_.. _ that the affiant or the corporation in behalf of which __oS he__________is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publication are true. ;?Q ~-,~~C.REID DOUCHERlY,Notary Public __________________________.MONONGAHELA,WASHINGTON CO.,pA., tary Public t..My Commission expires July 29,1912 -,--- X>es<BIDUDH<l0A4JC1XS.'mEIlIltXX WashinglOD,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) STATE 01'PENNSYLVANIA (S8. 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,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: September 10, 17,24,1970; that the affiant or the corporation in behalf of which he is acting is not interested in.the ~ubj~ct matter of .said notice or-?dv5ryising and that ~Il of;:.t-nc al7iegaionyof thiS affidaVit as to the time,place and clulrac~erof PUbhcr{ion lire t .1Lt~;r;1/7 1"1 l./)?I ~t...--/'LV W -'.-i<Le/'C._..;;;:;;;:-.::=....-=.~===:::::;;;;;;;-...h.,........~!••~./..................__,~-·Editor..---- Sworn to and subscribed before me this _..-....,... ........~~.tbday of ~~.P..lm.~.~.r.,li:,.7.9..!~k'.-""L..z_{k"'"'N~':bt':- lC$f~f·:·:E T.SCIAMANNA rlotary PUblic."shington,W.shinf'ton Co. r:.y Commissiun Ex~irts J~ly 1.1974 .,,c. Estate.Ices The ter of Wills has granted letters, testam tary 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. • • • •••• ••• •• ••• • • fRY.HENRY L.,Dec'd. Late of Donora,Washington County, Penna.Executors:Angeline N.Fry and Pitts- burgh National Bank.6 S.MaJin St.,WashJington,Pa.15301Attorney:Daniel Myshin.·108 Fifth St..Monessen,Pa.15062 .. .. ~--------------~~~~ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTYI Testate Form J Estate of ~~.~!::Y...~¥.~Y.. Deceased I No ~}~?Q::~J?. Fiduciary ~~~~~.~~~..~.~..![.~Y...~!:.~. .g.~.~.~.~J?},l.~.8b...N?t.~.9.~~l ..~~nk~..QQ::~~~~!!J;QIR . Date of Date of Decedent's death .-~\'!:~'!:~.!:..~?"..}??~Grant of Letters ~~g~~!::.}~-'---J2lQ . This is the gJ~.~.t..?IJ:.c;l...fJIJ:.?J..account filed in this estate If there have been former accounts filed in ·this estate,list file number or number and term ~!?g~(~.~.~.~. Election to take Under or Against will.(cross out one) Date Election Place of; Filed Record :. Name of surviving spouse !:.."f}-.g.~.U.~~~¥.!::Y.:. List issue,where material: Did decedent marry after execution of will?(indicate)JY.;ep,(No.)Any children born after execution of will?(indicate) Yrii (No)If answer yes,name them .No.u~. Leg.atees Pittsburgh National Bank Relationship None Interest Fiduciary,if deceased or not sui juris Residue-Entire Trustee under Revocable ,Life Insurance Trust Agreement of Henry L.Fry I List,if exceptions to above: No exceptions If partial intestacy,give facts: Not applicable Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?(Yes.)Nbl If any exception give cause:..~~..~~~~p.!::·:i:!?g~. File copy of Notice and date of mailing . Is estate subject to the filing of a Federal Estate Tax Return?..¥.~.~_ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.~~§.~.QQ . If the Wi"makes any portion of estate subject to a Iife-estate,give name and bi rth date of Iife tenant . ...~gg.~.~.:!-g.~..~.="f.r;y _..__. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: (See Schedule "A") Income Interest-Short Term Investments $193.38 Total additional debits (Add) Itemize any additional credits not shown by account:'. (See,Schedule IrA")_ Principal F~ling fee .'$21..:00 Notary fee .75 $21.75 Income PNB Compensation 11.60Totaladditionalcredits(Subtract)-- Balance for distribution Principal Income $._~9-~_~1~__. $.JJ_•.J5.. 14,688.53 $L§J~.~Z!L . $.16.,.685".%. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance consists entirely of cash . ... ~,'.,,- \;~\..;~~)1.~ nl~J·..l..l>v.)("!'>-.: ) \J,,,,.,::-' ) "1d "08 N01\')N\HS"Jt.\ Sll\tA .10 i:131S\~3B OH\'trtd Y13SSf'I'd ~2 -' No Q3::.zSJ::.8.~.~_ _ _ _.. Estate of H.enr¥..L.._.F.rS . ....._-- ---------_..-__-. Deceased Fiduciary~..~1}.g.~.~.~.~~...~:...~~y and..--........--_..-.-------_...._- •.....f.;i"J:J&l-nu.:gh..NJ1.t.:tQp..g.t.J?g.1J..15 ..: . PETITION SUR AUDIT FROM WHERE DECEI)ENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 3.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distributi'on are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ......;o.<mJg.t_M-s.I?1)j·J.l..•...~_$_q1Ji.+.~..__._ Attorney 13h 6 t\~II Hnr £L. ,\r1 "'"1 ._-eM ,\~\..,'",,1I _,'.co]...\ ".~.~"; ·ta \l~ ~-'~. ",.., ......~~J \-', ;r c:::> '"""'0 Vi «-J Cl..Z -J '''>-3:0~,:lC t c~oct .4.1,;:~2: .:<,~ ;:)L-J c:'e:::;,0';':i-f I ~L:...1 W -,,-.,.J 1-Z::20.:.())V),".::I::(J)::r::-4 "-;':::>0 C/) CC uJ <:[~c:::-~U~r-.~... I • .,~ ..;"9--"J, \.. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DNISION HEARING ON AUDIT INRE: Estate of HENRY L.FRY, Deceased. <z<>.J>-00zZ IIIQ. ( ) ( ) ( ) ( No.835 of 1970 ~BEFORE:I- elZ :I:00<;:: .APPEARANCES:I-u 0::I-00Ci .J< U , §TIME:., J:..J'N The Honorable ALEXANDER R.CURRAN,Judge DANIEL MYSHIN,Esquire,of Monessen,Pa., representing the Accountants. Friday,March 23,1973,at 9:30A.M.,EST ,.,, to this Pet1tion should be the original Letters which the Pittsburg h N.Fry and Pittsburgh National Bank are exec,utors an~~he Sur Audit of the estat'e of Henry L.Fry.I understand that attach ed a ttorney is Daniel Mys hin. ,, The estate of Henry L.FrYI deceased.Ang eline If the Court please,ihave here a Petition ) MR.MYSHIN: THE COURT:rti0::III I-0:: 0Q.III0:: I-0:: :J ....'0u,,.J< U J ii:u.0 e National Bank will supply after this audit,Your Honor.There is nothing that requires the Court's attention.The balance is cash,and it is to be distributed to the bank under a revocable life trust agreement dated April 8,1969. J ...);1....~',t'~-)~',,1 r ,J'" '.i l ~~,L11 1 , ~ .j '""' i - ji I ()1 ,,- ::....1 'f(",'-', --.,-. (/)-<i ,X.J'1 r_J 0....,,!"'\ -J Eel:0c.,.>~-(..';<: C·:::z:;!-'-W ~",!:. , '",\.", •]<,'. '" .r"". r ••"..J • t ".~~"'r ; ".f~~"•\r "~ .c,'~:-,\.,"-'q '''l~•,l:'~,~",-:-'''''1:.'~..~o•,.,•-. C 1",;-r','{......t•~. ", (\~.\'.';'\'r-:~I,'.,'".'\~I ~;.l f ...".,..'~" ·1 . 1 -.:)~,.\, ~\.~........ \!<J \ ~n t4t OInurt nf OInmmnn 'Itus nf ,lJuslJingtnu OInunty, JtnnnyIuuniu,~rp4unn'OInurt iiuisinn ESTATE OF Henry L.Fry, Deceased. No.63-70-835 In the matter of the First and Final Account of Pittsburgh National Bank and Angeline N.Fry,Executors ADJUDICATION AND DECREE And now June 22 ,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration th~~ot,Qtthe4balance for distribution in the hands of the Accountant is determined to be $10,t5~tl.;j .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.leg. ~ourt SCHEDULE OF DISTRIEh9;l:ION .f.. Balance per account _ Additional debits -Audit 193.38 $16)525.31 AddHional credits -Audit Balance _ Deduct Clerk's Costs &Receipts _ Attorney__~D""""""'a"""m....,,·e......l.......l\.JUt1-.¥-J7.....S ......b1......·n"----~~-_ Russell Marino,Agent,balance of inheritance tax,'$699.11 Interest from 11/17/71 to 7/2/73,69.91 Pittsburgh National Bank,Trustee under Revocable Life Jnsurance Trust Agreement of Henry L.Fry,dated 4/18/69 for Angeline N.Fry -paragraph Fourth of Will $16,718.69 33.35 . $16)685.34 31.00 . $16,654.34Q~$,,/DO .0(f 6,1773 lJt1dL£)l(/!JW!lh 769.02 ~tP.{!" $15,885.32 (/I.fII) \'~U7~r.oJ-~O Cp',!173 .15885.32~7i1~ No balance~(d.m) ,\~., .J i i~-","L.,,,,,_4 C">..U "'-I rv_3f-""--,=;( \ _1 .J J .J ,..~,.-~',"~....." \ ,, J \-- - j --~ (J I J.i..\ ,'" -> Form nCf,-;33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS COUN'l'Y OF .....H.~$hJ.ngtq.n . IMPORTANT:This return Im.st be completed in detail and rUed in duplicate,with will attached,\'lith the Register of Wills'of the County where ·decdent resided;Retul'n is due wi-thin one year after dat.e of death,unless an ext.ension is granted hy the Secretary 0('Revenue.(Section 703 of the Inheritllllcl'and Estat.e Tax Act of 1961.) :u:.:'.:-:::::::::~:~:"=~=-~-J '"We,Charles E•Enlow,Ass istant Vice President, ...~.?:.~~.~.~.~!:.g~~~~~~.c:>.!':~.~~.~.r.;~.L ~P.:4.A.1J:g~J:i,1;l~N.~F.r.y . }:!l..'d:m~of the estate of the above-named decedent being duly sworn,depose and say Decedent died _._..A.':lg~.l:;t:.·• (Month) 'Narne and address of attorney or} other authorized representative to whorn all correspondence should be mailed, .......ij};~......,19iyl?..,{~;~aving a last will,copy of which is hereto attached.} ..Pi.J:t:f)l:>t1!:.gh.J~~t::i,Qtl,al ..Bank ..... .6 ..South Main Street,Wac;hington,.Pennsylvania 15301 _.. Th t · h Executor d'~.f '1''ft ..h ff'f 'd t t d haassue:,.~.......................eponenbm aml lar.Wh It e a aIrs 0 sal es a e an t e prJpecty con-(Ex,,""to,s~i'·Jhi'~~are stituting the assets tpereof ~,nd their fair market value.. That at the time of deaL there was no safe deposit box registered in decedent's individual name,or jointly with,or'as agent or deputy \f another,or in decedent's indiviclmJ name,with right of access by another as agent or deputy,with the excepticl of the following:- .-. NAME AND ADDRESS OF"BANK 01<OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ittsburgh National Bank t.Clair Office Henry L.Fry or Angeline N.Fry Wife ---.-.-_.. p 'S That the contents of said safe deposit box or boxes are itemized under.Schedules of this---return,with the exception ~f the following,for the reasons hereinafter set forth: That.Sched'.J 6'A,c.ttached hereto and made part he.eof sets forth fullv and in detail all the real property in the l:o.;;mf"lweal th of Pennsylvania of which dec"'dent died haVing an interest.therein.It also sets forth t!'!p mor ,gag(~encumbrances upon each parcel c ,'real property at the date of death,giving the amount still due fit den.th,name of mortgagee,date,rat'~'of interest,and book and page of record thereof.It also sets fort.h in the columns provided theI b."-,re the assessed v'aluation of each of said parcels,the estimated mark,:t value thereof as of date of deaL,'of decedent. l"WI."Schedule B atL...hed hereto and made part hereof sets fOI'th fully and in detaL all'pal _·;.l.~... property wheresover situated owned by the decedent at the time of de~th;all moneys -left by the decedent at the time of death,whether in decedent's innnediate possession,standing to decedent's credit in banks of deposit,savings lJanks,trust companies,or other institutions,whether indiVidually,or in trust for any other pel'son or persons giving also separately the accrued in'terest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to'the date of decedent's dea.th oIn 8,11 othe~'cases;al]bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness of t~e United States to the decedent;all obligations,whether by statute or agreement they are designaterl as tax fl'ee,of the Uni ted St.ates,or any state,or political subdivision thereof,or of allY f'ol'eig;n country,which are ownerl at t.he t.ime of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furni ture,horses,carriages,automobiles,boats,and any and all othel'personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly esUmated market value thereof;all bonds and l1Iortg8a:es held.by rlecedent and of all claims due and owing decedent at th(~time of neath,and all promissory notes or other instruments in Writing for the payment of money of whlch rleeedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face val1]{~anfi esUml,tefi fair market value thereof,and if such estimated fair market value be less than the fa~(:value,it sets forth briefly t.he reasons for"such deprecilltioll fiS to each item;all moneys payabl,~ Lo t.he est.ate from Iife insurance palicles carried by deceden L;all annulty anrl endowmen t con tracts the pr'oceeds or ~:hjch were payahle upon t.he death of the decedent;find all the corporate stocleS and divi.dends <luI"thereon I1l1f1 unpaid as of t.he rlatc of death,honds and A.ccrued int.erest thereon to the date of Qece- <1 ,'mt's (kil U,llnd nt.her investment SCCUI·i.ties owned by the decedent at the tlme of de/1.t.ll,i"li th t.he mIH'kei; vallle tll'"rcof'at;such tIllle. \. ".-- In the case of securities of close or 'family corporations,the values reported are as far as possible substantiated by fi'1ancial statements of the corpora·ttons,showing the assets and l1ablli ties thereof as of the date of death.The schedule also sets forth the interest of clecedent at the time of death in any co-partnership or business,and in support of the,value of such interest there is annexed to sai.d schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with II statement setting forth the character of the busi.ness,its location,and such other facts pertaining to the business as lTIay 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 wi th 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,withiri two years of decedent's death,in'contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the 'nature and value of such property,t,o whom transferred,the relationship of the transferees to the decedent,'the proportionate share receive;l by each transferee and all other facts of a pertinent nature regarding said transfers.'In the case o'f transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cOllY of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either indiVidually,or joi.ntly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to.the schedule•.t..t ,"-. "That Schedule fJ attached hereto and made part hereof sets forth the names and addresrcs of all persons beneficially int':>"ested in this .estate at the time:of·decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at th'..time of decedent's death of all minors,annuitants and beneficiari-,s for life under decedent's Will.·It also contains a statement showil,g which of the beneficiaries named in the decedent's will,if any,dled prior to decedent,the dates of their death,their issue,and the relationship of such issue to the b~re,ficiary. That Sc~edule E attached hereto and made a part hlreof 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 effecti.ng the vestiture of -real estate and the date of acquisition of personalty,pll1s the name,address and relationship,if any, -of co-owners to the decedent.','_.,;'.': .., .• '\1.r'-,I, Subscribed and s'worn to before me this .._l.J..z4:.. ........~;..._.._ _day of ~_..19.1.1... c>J~k.:..a .-....................ij~.{t:k;;--~.. That Sc~edule 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'fune.ral expenses paid; family exemption,where applicable;costs of administration of'this estate;counsel fees and f'udiciary'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 deceder.f.;debts and claims owing and unpaid at time of death;taxes accrued chargeable for period prior to dect'-~.~nt·.;;death (except those allowed unde"Section 651 of the Inheritance and Estate Tax Act);together\l'i'h e.~~atement of collateral pledged fer obliga- tions,if any.It is agreed that the fiduciary .~\'ill preF entproof of said claimed obligatiol1f;upon re- quest,that if the amount actually paid in settlement 0::any fee,commission or debt is les:·;·.than the estimated amount claiming and allowed,that the same -....ill '.,.,reported to the Register of Will!",.and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of"t'h~appr,~-·"·:-',}hi.:.L.';,~:~hedules "A","B", "C","E",and "F"8S directed therein, have been carried forward and properly registered.in the Su.'11.mary. ~'..~~ .."l~~U'~'JI.:u-~ --_~q!.!>I~.:n.,..r~" _.·;·"(i=~mix~) __.§..J?Qg.t.h M~.in S.t.r.e.g.t ,;. (Street Number) ..!.~.~.~.~~~B..!:~.~.'"~.~.~~.~.y..~y..~.~i.~J.:5..;3.9..L . (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed ar") filled in wtth details 'or the word "None",and in case the assets include rare and unlisted securities, securities of close or f'amily corporations or an inte..est in any co-partnership or business,that the ·_·-·····data--alld·sthtements '-rcqaiTeci"under-the'-paragrllph ··above.-relat-ing to ..schectule "il"are attached.Also make certain that column #1 :l.n the "Summary"has been properly completed as above-directed. ·WI___WI.RCC"34 (1-64) .~OMMONWEALTH OF PENNSYLVANIA DEI">4AR1I MEIH OF Rf:VEIWE . BUREAU OF COUllTY COLLECTlCI'~S T,RANSFErR.INHERITANCE TAX RESIDENT DECEDnlI SCHEDULE "AlP REAL PROPERTY Real propert}'in FJennsylvonia,with stoternent of r:1ortgoge encumbrances upon each parcel at death of dece- dent.Where property held as joint tenent or tenancy by entireties,report on Schedule "::;".~::Jroperty b,ld Dy the decedent as tenent i~l'common with another or others,should be identified as to quantum of inh~rest and the estimated value ShOlfd be that of th,?d~cedc!1t's interest onli" -The r/:oal property locoted In the Corr.mo!'wealth of Pennsylvania should be (1 )(2)endescribedbylotandblocknumber,street and street number,together wi th DEPARTMEIH - a general description of tfle property,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;if a form state number of 0-FOR YEAR OF ESTIMATED CAUTIONeres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued interest on mortgages,etc.,are DEATH In i"hls space)to be listed on Schedule "F"and must not be deducted from this schedule. None I I I I - j I . PI:.-~~~,~~"",';e,;~~~.......V.~~.'n \ Insert this fotol opposite "real property",Schedule "A"in the "As Reported"column on the last page of this r£~turn. xxxxx ".aia a. RCC-35 ..-COMMONV.G.~i\LTJI OF PENNSYLVANIA TRANSfo:rm INHERITANCE TAX HESIDEN'l'DECEDENT SCHEDULE "n" PERSONAL PHOPEllTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indJ.vidually by the decedent,at t.he Ume of his death.Property owned by the decedent jointly with anotber or others must be listed under Sche<1~lle "E".Inta;gible persontll prope.r;ty,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 filCt 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 es tate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MAIUmT VALUE DEPARTMENT VALUATION (Do not write in this space) Pittsburgh National Bank St.Clair Office Savings Account No.7124 First Federal Savings &Loan Association Ft.Couch Office Savings Account No.08-01-06184 12,209.23 11,384.27 x XInsertt.his total opposite "Personal Property",Schedule "B"in t.he "As H.epol"ted~column on the last page of this return. __J --'--_--+-+-I 23)593.50 I l .1 ~Rq:-36.....-, COM~Q~WEALTll OF PENNSYLVANIA THANSFEH INIIEIUTANCE TAX I1ESIDE:-JT DECEDENT SCHEDULE "c" Tn.AN SFE11S (1)Did decedent,within 1.,,11'0 years of death,make any transfer -of any material part of his estatejwithout receiving a valuable arlti adequate consideration therefor?'(Answer yes 01'no)_N=.::o'--__ (2)Did decedent,within ~wo years of death,transfer properLy from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)~ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer No (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)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 pedod which does not in fact end befoJ'e his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No I{b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ~__ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any ',ime,transfer property,the benefi,-ial enjoyment of which was subject to Change, because of a reserved power to al tel',amend,or revoke,or which could revert to decedent tll,rter terms of transfer or by ope,'ation of law?(Answer yes or no)__N_o _ (9)If the answer to (8)'lbove is in the affirmative,was t}>epower to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone 01 .,the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supportell 'by affidavi t by the attending phy:--ician as well as a copy of the dee~h certificate. NOTE 2:If answer to any of the above questions is yes,s~t forth below a description of the property transferred,it's fair rr,l'ket value at date of death,dates of transfers and to whom transferred,with relationship of transfert?;s to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statenlent of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) ~_...1-__..L._""___~__•_ Insert this total opposite "Transfers",Schedule "C"in the IIAs Heported"column on the last page of this return. ·. SCHEDULE "E" ,faINTLY OWNED PHOPEltTYRESIDENTDECEDENT-------------.",.-.... l~sTRrCTI01\S:This scheduk must disclose all property,real and personal,owner!hy the (lecedent jointly wi 1:.h another or others,in'cluding intangibles,star:ling in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "An,plus the date and place of record of'instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. COMMONWEALTH OF l'ENNSYIXANIA THi\t,SFEIt INHEIU'rANeE TAX Description of Property,Date of Acquisition~-Name I unit Address and Relationship of Co-Owners,and Place Value of Record of Instrument,where Real Estate.! /"--. percentage Estate Share Valuation DEPARnmN1'VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest .'.,375.0(~ 583.8CY, Clair Ange l:tne N. (Owned by the entireties with Angeline N.Fry,~Vife) Lot 40 X 120 Allen Avenue having erected thereon a frame aluminum siding covered dwelling known as 219 Allen Avenue,Donora, Washington County,Pennsylvania $8,540.0( ~ 1968 Chevrolet Caprice Se~an (Jointly mmed with Auge tine N. Fry,Wife) Household Goods (Jointly owned with Fry,Wife) Pittsburgh National Bank,St. Checking Account No.323685 (Jointly owned with Angeline N. Fry,Wife) United States Savings Bonds Series E Issued as Follows: 25.00 June 1960 350.00 Dec.1968 500.00 July 1969 600.00 June 1970 (Registered Hen~y L.F:y or Mrs.Angeline Fry,W~fe) 27.4( 276.0f 390.2( Interest in Langel No.1 ~s Well, Hays ~Cc~pany,Inc., .-C>-.•~,..Jp::••cei",West Virgin::.a (Jointly owned with Angeline N. Fry,l-life) 400.0( 29.998 Shs.Fry Supermarket,Inc. Common,Unlisted,date of death valuation based on net book value at date of death and 10% N.B.V 29.998/30000 x 67.674 (Jointly owned with Angeline N. Fry,Hife) 67,669.0C Demand Note of Fry Supermarket,Inc. (Jointly o\~ed withAngeline N.Fry, Wife)lO,147.0( 900.0( I I'---.-------'---.,---L_.j- Insert this total opposite "Jotntly Owned Property",Scli'3duJ e "E"L in the "As Hepol'ted"column on tho lust page of this return.._.-. Loan to Fry Supermarkets Inc. (Jointly owned with Angeline N. Fry,tHfe) ,BCC-37 (12-63) ,'.'.f'~00l\fl\tON \\'EALl'lI OF I'ENNS\'YLANiA T.HANSFEJ'INlll':HI.TANCE TAXHEtlIDENT~nECEDENT SCHEDULE "0" BENEFICIAHlES - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVI'JED.(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIAllY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH ! Angeline N.Fry Wife Yes Legatee.Residuary 219 Allen Avenue Legatee &BeM.,ficlli..Y-.--i Donora,Pennsylvania 15033 Under Trust I-~ - Pittsburgh National Bank Trustee Under Life Insurance Trust Agreement dated 4/18/69 per Paragraph Fourth of Will Truf t. for An,geline N.Fry,Wife I i -I - - - -- r- ,--_..-.---1-------, ! - - ( h Deponent further says that all the above-named beneficjaries are Hving at this time except below' ,NAME DATE OF JEATH .RESIDENCE .. - ._-- ---- \---- OF THE ESTATE OF REPORT ANI)APPRAISAL ~IATTER OF THE APPRAISEr..1ENT '., (Executor-Administrator must complet~"As Reported"column #1.) CJ :C-t ....,'"tI ~...,:0 ...,(l>(l> 0 .1-'-§ ...,e..v:Vl 0Vl:l:'v:.rt ......::s '"tI....,•r-'~e....., ~.«Vl 0x'"d~~~(l>0-...,...,o .....co '"d '<:l:'ell~co ..., Vl c............'<: ~'1-d.....ell 'ti:0,-0:co:11 :l"t.« c.nc::~ ~:,-.,:>-:en:: .:::0:0 ...............-....-.....>-<::;:r c.n iJl iJl~.?-~~ ~~r)~~~~~ ~~"*.(;9 ~.(;9 ,.:>ON ['.j'Vl :v'I V1 .-.......~ VI V1 ell ...'\0 \0 ~'-:W W:..2"VI :1.11 c...,0 :0 --- DJ THE !No Year ... '~d "00 1(OJ..:JNH/S'v'!rt·-~S'71i/.i dO l.!]lS/03U C:'/I~;r h ',i J ss nti Henry :r.,.~F.I:'.Y.'rie~'~~~~'d""""'".................. Late of ....2.19.Alle.n...A.Y.~mu.e."'....Do.nqr.a Commo....wealth of Pennsylvania County of ..Wa$:t1,ingto.rL.... . Will Administration •;;"'1t,!..~.U ..-1 9/;tl J,;d .C I '~r 1L.JJ.),$ I~~1 ~~"*~~~\~;·. . :~.~", •;>~.·~:;.~r._•: :~t-.:l ll{:\;''"...:;- :~..~S:l'::.(I •..~: .r..<J:c... t·· ...,.,. "PITTSBURGH NATIONAL BANK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 October 5,1971 Commonwealth of Pennsylvania Inheritance Tax Clerk c/o Register of Wills Court House Washington,Pennsylvania 15301 Dear Madame: We hand you herewith copy of Federal Estate Tax Return,which we are filing in connection with the Estate of Henry L.Fry,who died on August 17,1970. Yours very truly, Chas.E.Enlow Assistant Vice President CEE/jlm .r.', .. fl808J 6-9 , " Did the decedent die testate?IWere letters testamentary or of administraiion granted for this estate?Date granted [}Q Yes 0 No c.xYes 0 No ,',',',.-Aug.26,121.Q... Case No.IName of court .: 'JLocation of court .63-70-835 Register of Wills Office,Washington ounty,Washington,Pa=..."--_ To whom granted?(Designate whether executor,executrix,administrator,or administratrix.Explain if different from the person cir persons filing return) -...., FbRM 7@6 UNITEDSTiiTES 'DO NOT WRITE IN "SPACE BEl.oW (Rev.Jan.1966):,-.' U.S.THEASURY ESTliT£TAX R:rr;:'EURN Dote received DEPARTMENT Estates of nonresidents not citizens of the United States may generally file on Filo~'0·'-·7InternalRe\'enue Form 706NA instead of this form.For details see page 39.,' Service Decedent's first name and middle initial ,,IDecedent's lost name ,.. ;HENRY L.FRY -.. Decedent's social security number Employer Identification number for esrote 445-07-1071 25-6]]95M f Date of death Citizenship (nationality)at time of dealh , August 17,1970 -ll.....S A Residence (domicile)at time of death ,PennsyIvania " DESIGNATIONNAME ADDRESS (/lumber.street.city.State.and Postal 21Pcode)----------'-'---~------I---·-------I------- PITTSBURGH NATIONAL BANK Co-Executor ,6 South ~ain Street Washington,Pa. ~I ., Angeline N.Fry Co-Executrix 219 Allen Avenue Donora,Pa.15033 COMPUTATION OF TAX (See instructions on page 38) $,787.97--------~----_.-------------- Taxable estate (Item 5,Schedule P,or Item 9,Schedule Q,whichever is applicable)'::~. . . . . ...$~_?_~_~_~_?_:_~~_ PART I I.Gross estate tax (use table A,page 40)~:;$~}_~!~_?_Z "__ Z.Credit for State death taxes (use Table B,page 40)-','.-..I N_O_N_E__ 3.Gross estate tax less credit for State death taxes (item 1 minus item 2).This is the net amount payable unless credit for Federal gift taxes,tax on prior transfers,or foreign death taxes is claimed in Part II :. PART II --4.Credit for Federal gift taxes -',-:$._ 5.Credit for tax on prior transfers ' "..;''':..: -.. _ 6.Credit for foreign death taxes :.'.-,.-.1 _ 7.Total of credits under Part II (total of items 4,5,and 6)'.-..I N_O,_N_T_E__ 8.Net estate tax payable (item 3 minus item 7)_.........•....:..$787.97 .(SPACE FOR USE OF INTERNAL REVENUE SERVICE)------------_.------'------------------ ,Assessments Payments Type of assessment ,(lax,intere;;t.elc.)Amount List Page Line Date Principal Interest $-.--------------·c------..-..-.-.----------------------------------.------------------.--$-------'-----------------.$------------------••--- DETERMINATION BY INTERNl!.L REVENUE SERVICE Page '1 0/;0--10-77750-2 GENERAL IlNFOl!U>iliTlON----"----------------------------------------------.1.Address of deced~ntat time ~!~eath (~um~~r,street,city,Sta!e,and Postal ZIP cede) 219 Allen Avenue Donora ~.Pa.15033 1 _3.Year in which this domicile was established 1945 2.State in which domiciled at time of death Pennsylvania 4.Place of death Mt.Lebanon Twp.,Par 7.Decedent's physicians 5.Cause of death Myocardial Infarct I6.Length oflast illness NAMES ADDRESSES (Number,street,city,State,and Postal ZIP code) --------~---------------I·---- Dr ..Walter Rongans Dr.Joseph Young Smith &Thompson Streets,Donora~Pa. Schoonmaker Street,Donora,Par 8.If decedent was confined in a hospital during his last illness or within 3 years prior to his d.eath.give name and address of hospital .St.Clair Memorial Hospital I Mt ..Lebanon Twp.,Par 9a.Date of birth I9b.Place o~birth.(City and State or coun~ry,if o!her than UNited States) June 2hJ:.9l9 .Colllnsv1.11e,Oklahoma'.. lOu.Business or occupation IlOb.If retired,state fmmer business or occupation Store Manager-Officer 10c.Business name :;.Fry.Superrnarkets,Inc. 'IIOd.Decedefllfs employer identification number,if any None 10e.Business address (Number,street,city,State,and Postal ZIP code) 1798 North Highland Road,Pittsburgh,Pa.15241 n.Marital status of decedent at date of death ~Married 0 Single 0 Legally separated 12a.Name of surviving husband or wife Angeline N.Fry . o Widow or Wido.wer 0 Divorced I lZb.Social secwiiy number of surviving husband or wife 207-18-9324 12«:.Deite of marriage to surviving husband or wife ··Oct.10',1948 I12d.Domicile at date of marriage to Sllll'viving husband or Wife Pennsylvania . Amount.-Value aUi interests on the date of death or the alternate valuation da'te,whichever is used for estate tax purposes.The in- terest.of each beneficimy should be valued in the same manner as it would be valued for estate or gift tax purposes.Where precise values cann-ot readily be determined,a reasonable approximation should be entered.The sum of the values of the interests of all unborn or otherwise UJ1lQscertaina ble'beneficiaries should be shown on the last line (all ur1'ascertainable beneficiaries). <69-16-77750-2 13".If decedent was a widow or widower,give ~ame of deceased husband or wife I13h.Date of death of deceased husband or wife 14.Individuals w.ho receive benefits from the estate (do not include charitable beneficiaries shown in Schedule N or any heir receiving less than $1,000). Name.-Enter the name of each individual who receives benefits from the estate directly as an heir,next-of-kin,devisee or legatee or indirectly (for example,as beneficiary of a trust,shareholder of a corporation or partner of a partnership which is an heir,etc.). Social Security Numher.-If the individual has nosocial security number,use his taxpayer account number. Age.-On the date of the decedent's death. Relationship.-Include relationships by blood,marriage,oradop· 'tion or indicate NONE. ,Name Social Security Number Age illlllati.onship to Decedent Amount Angeline N.Fry ,207-18~9324 55 \-life $93,278.13,,",, ~ ..-. .''.~-..~ ,,. All unascertainable beneficiarie~,'<'••••••••'••••••••••••••••••••1 ,HENRY L.FRYESTATEOF..._.-------------._------------------"-- DYes KI No GENERAL INFORMATION-Continued,_-,-,c-:-~:..c:-_ ISa.Did the decedent at date of death own property in any State or country other than that of his last domicile? If '~Yes,"state place of ancillary probate proceedings '.i ",."''. ISh.Name of ancillary administrator or executor I.Se.Addressof ancillary administrator or executor (Number,street,dty,State,and Postal ZIP code) 16a.Did the decedent at the time oLhis death have a safe deposit box held either alone or in the joint names of himself and another?Pittsburgh National Bank If "Yes,"state location S C1'Of f .t.alr lce 16b.If held jointly,give the name of the joint depositor ___A..::..:n.=geline N~~.--=F~r:..}.yc-:-__ 16(:.Relationship of joint depositor to decedent Wife .Q9 Yes 0 No '16d.If the decedent had a safe deposit box at the time of his death,indicate by schedule and item number under what schedules in this return the contents are listed ' .Schedule "E"-I terns 5)6 )7 )8 )9)and 10 ,-, .16e.If any of the contents of the safe deposit box are omitted from the schedules,explain fully why,omitted .'i:. -':J,'"'''''.t •{l •~.' r"i _.. ,,.- Kl Yes 0 No 17.Did the undersigned person or persons filing return make diligent and careful search for property of every kind left by the decedent?."_..'"'~Yes 0 No .18.Did the same undersigned make diligent and careful search for information as to any transfers (other than outright transfers not in trust)of the value of $5,000 or more made by the decedent during his lifetime without an adequate and full consideration in money or money's worth?[]Yes 0 No: .19.Did the same undersigned make diligent and careful search for the existence of any trusts created by the decedent during his Iifetinie or any trusts created by other persons under which the decedent possessed any power,benefiCial interest,or trusteeship? 15062 ZOe:. ,2Gb. Name of attorney representing estate,if any Daniel Myshin)Esquire Address (Number,street,city,State,and Postal ZIP code) 108 Fifth St. ,Monessen)Pa.~~,.1.,'A, 20e.Telephone No. MU-4-5581 ALTERNATE VALUATION (These instructions apply only ifalternate valuation is elected.For further information on this subject,see General Instructions on page 4) '21.An election to have the gross estate of the decedent valued as of the alternate date or dates is made by entering a check mark in the box set forth below.,.o The executor elects to have the gross estate of this decedent'valued in accordance with values as of a date or dates subsequent to the de- 'cedent's death as authorized by section 2032 of the Code. ., ..~.... ESTATE OF ' .__~~~~Y:_'~"'__~~X.., " ,_.-.-------------------.,'-_.-------,-_.--- .59-16-77750-1 Page 5 P' GROSS ESTATE S(CHEDULE:A REAL ESTATE Did the decedent;at the lime of his death,own any real estate required to be included in the gross estate? Instruction J,page 4. .( .'\ ItemNo. '"" ...;t." Description._.. SEE.SCHEDULE "E".( ..-;",....,..... ":, '!"..~.' •~'.'! (-."r'. Subsequent valua·.tion date $ Alternate value ..:i:! $ Value at date of death \. ....!,; !.',.; ., :,.... .' TOTAL (also enter under the Recapitulali'on!~hedule ~_$:-,..---,-_$::.-_N..,.O_N_E _ (If more space is ner.ded,insert additional sheets of same size) ..,HENRY L.FRYESIAlEOF.:.... . . .__..._._.... Cl59-lli-77iSo-l Schedule A-Page 7 .-'-----_., .. J.::'_SCnEDULE B STOCKS AND BONDS 1.Didthe decedent,'iI a resident or citizen of the United States,own any stocks or bonds,regardless of physical location. at the time of his death?0 Yes G{I No Z.Did the decedent,if a nonresident not a citizen of the United States,own,at the time of his death,OIlY slocks of corpo- rations organi~edin the United Stoles or bonds situated in the United States as explained in theinstructions?·.0 Yes 0 No ItemNo.Description (including face amount of bonds or number of ShaleS) SEE SCHEDULE "E" Par Unit value Subsequent valua-tion dale . ... $ .:.'; Alternate value "~',,'. '. .Value at date of death· $ '.', !,.~ .,t· .,'!:,'.:';':M'1 ", :'; ,,~' ._..', ~',!i . ~',"":' ;<~ ______________--IQTAL (also enler under the Recapitulation,Schedule'9c...:)_'--....:$.-'-$.;.......N_O_N._E__ (If more space is needed.insert additional sheets of same size} HENRY L.FRYESTATEOF• ._ ~50-16-777;jo-l Schedule B-Page 9 SCHEDULE C . MORTGAGES,NOTES;AND CASH A/lernate value Value at dale of death" rn Yes 0 No Subsequent valua-tion daleDescriptionItemNo, Did the decedent.·at the time of his death.own any mortgages,notes,or cash?..' Pittsburgh National Bank"-St.Clair Office B~lance irt Savings Accou~t No.80-1955917 $$ "12 ,209.23 2~First Federal Savings &Loan Association Fort Couch Office Savings Account No.08-01-06184 11,3"84.27 c : •~I. ._1 ., 1..~,'1",' ".'J,." ••I ~..."..~;~'.f .:~ TOTAL (also enter under the Recapitulation,Schedule 0)$$23,593.50 (If more space is needed,insert additional sheets of same size) HENRY L.FRY "ESTATE OF .._..__.. _.Schedule C-Page 11 e69-16-777t>Q-l SCHEDULE D INSURANCE lao Was any insurance on life of decedentreceivable by his estate?'lIb.By beneficiaries other than estate? DYes [ZJ No IX]Yes 0 No Z.Was there any insurance on the decedent's life which is not included in the return os a part of the gross estate?o Yes !Xl No If "Yes,"a complete explanation as to all such insurance must be submitted. Item Descriplion Subsequent val~a·Alternale value Value al dale of deathNo.lion date 1 Kansas City Life Insurance Company --,$$ Policy No.887 306 ,-.:.-.'-,Proceeds paid to Angeline N.Fry,wife 1,544.65,'.•-#",-.-', ;2.Massachusetts Mutual Life Insurance Company .. ..Policy No.3 770 481 15,139.75..;.. '3.Massachusetts Mutual Life Insurance Company.,., ..'Group Policy No.GI 2148.Cert.No.41 07-:-220 ,10,000.00 -,_I." 4.Company .,State Mutual Life Assurance of America Po1ic:,)'No.GL 5347 ,,10,000.00._. Proceeds of Items 2,3,and 4 paid to Pittsburgh National Bank,Trustee Under Agreement dated April 18,'1969..":' ! - -, .,. TOTAL (also enter under the Recapitulation,Schedule 0)$$36,684.40 (If more space IS needed,Inserl additIOnal sheets of same size) ESTATE OF llENRY._L...__fRY ~. _ c5{)-16-77750-1 Schedule D-Page 13 .... ."' NAME ADDRESS (Number,street,city,State,and Postal ZIP code) _219.Allen -.,,.-..-_...•Avenue ....ngeline N.,Fry .,", Donora,Pa.·15033 : ".\''" "...,"" ..,.......;- Item :'Subsequent vatua- No.Description tion date Alternate value Value at date of death .... 1 SEE ATTACHED SCHEDULE $$ ,., .,-- .. ,. .. J"TOTAL (also enter under the Recapitulation,Schedule 0)$$91,733.48 ;_SCHE~UtE lE. JOINTLY OWNED PROPERTY "1-,-;D~i"d'-;t"h-e-d"e-c:-e-d;-e":"nt:-.-a-:t-:th'-e"7h:-·m-e-of""h:-is-'-d';-e-a-:t'h-.-ow-n-a-I-ly--p-ro-pe-r:-ty-a-s-0 joint';-:-te-n-a-n7t-o":"r-a-s-a-;""te-n-a-n-:t'b-'-y-.;-;th-e-e-n,-;t7"ir-e7"ty-'-.--'-------'---- with right of s'urvivorship?.."..·lZJ Yes 0 No If "Yes"state the nome and address of each surviving cotenant· A (If more space is needed,insert additional sheets of same size) HENRY L.FRYESTATEOF__.........__•..__..........._Schedule E-Poge 15 r1)9-16-7i'7;JO-l SCHEDULE E JOINTLY OHNED PROPERTY Description 1.All that certain parcel of landsituate in the Borough of Donora~County of Washington,State of Pennsylvania and described as follows: Being Lot numbered 4 in Block numbered 29~ lying between Second and Third Streets, fronting on Allen Avenue 40 feet;and running back,preserving the same width~a distance of 150 feet. Having erected thereon a frame aluminum siding covered dwelling containing 4 rooms and a bath, and a two stall cement garage with one large mechanically operated door.Known as 219 Allen Avenue. Per Appraisal 2.Household Goods per Appraisal 3.1968 Chevrolet Caprice Sedan per Appraisal 4.Pittsburgh National Bank~St.Clair Office Checking Account No.323685 United States·Series "E"Saving Bonds 5.$25.00 Par,Issued June,1960 6.350.00 Par,Issued December,1968 7.500.00 Par,Issued July,1969 8.600.00 Par,Issued June,1970 9.29,998 shs.Fry Supermarkets,Inc.;Common unlisted.Date of death valuation based on net book value at date of death +10% of net book value -29,998/30000 x $67,674 io.Demand Note of Fry Supermarkets~Inc.dated June 30,1965 11.Loan to Fry Supermarkets,Inc. 12.Interest in Langel No.1 Gas Hell~Hays and Company,Inc.Agt.Spencer,W.Virginia Value at Date·of Death 8,540.00 375.00 1,975.00 583.80 .27.40 ·276.08 390.20 450.00 67,669.00 10,147.00 900.00 ...·400.00 .' ESTATE OF HENRY L.FR.~Y~_ . .-, SCI-IEl!)ULE F OTHER J.liIISCELLiiNEOUS PROPERTY '----,---~-'-,---------i:-Did the decedent,cit the time of his death,.own any inte'rest in a c()partnership or unincorporated business? DYes z',Did the decedent,at the time of his death;ownany miscellaneous property not returnable under any oUler,schedule?, DYes IKJ No 3,-Was Ulere any insurance which the decedent owned on Ule life of another which is not included in the return as a part of the gross estate? .If "Yes,"full details must be submitted under this schedule.,,,-..",0 Yes Q9 No 4,State whether the decedent's estate,his spouse,or any other person,has received,or will receive,any bonus or award as a result of the decedent's employment or his death.If "Yes,"full details must be submitted under this schedule.-0 Yes IXJ No ,Item' No Description ..;. ," Subsequentvalua·.tion dale $ Allernate value " ,Value at date of death $ ., ,, TOTAL (also enler under the Recapitulotion,Schedule 0) (II more space is needed,insert additional sheets of same size) $$NONE HENRY L.FRY ESTATE OF ..,.__........__.._._-...-----------.-.---_--- c59-1G-77750-1 Schedule F-Page 17 SCHEDULE G (.'l'RANSFERS DURING DECEDENT'S LIFE --'----:-------:------:---:-----::-------------------------1.Did the decedent make any transfer described in the first paragraph (including the SlX subparagraphs)of the instructions for this schedule?0 Yes ~No . Zo.Did the decedent,at any time,make a transfer (other than an outright transfer not in trusl)of an amount of $5,000or more without an adequate and full consideration in money or money's worth,but not believed to·be includible in the gross estate as indicated in the first paragraph (including the six subparagraphs)of the instructions for this schedule?_. If "Yes,"furnish the follOWing information:0 Yes fJ No !Zb.Date 2c.Amount or value Zd.Character of transfer ,.;,." o Yes·-I]No " 30.Did the decedent,within 3 years immediately preceding his death,make any transfer of his property without an adequate and full consideration in money or money's worth?. .If "Yes,"and the transfer was of an amount of $1,000 or more,furnish the following information: 3b.Date.3c.Amount or value 3d.Character of transfer ===~--------...,.---:------ .,,I ,..-';' 3e.Motive which actuated decedent in making transfer :4.Were there in existence ~t the time of the decedent's deathany trusts created by him during his lifetime? 129 Yes 0 No S.1f a Federal gift tax return(s)was everfiled,state the year(s)'covered and the Internal Revenue district in which filed. ---;----------------:---------;-----....-------;------ ItemNo. 1 Ilescription Revocable Life Insurance Trust Agreement between Henry L:Fry and Pittsburgh National Bank,Trustee,dated Apr i1 18,1969.'.. Account No.'28580-4 ...~-.. Not funded at date of de~th. .~."~'. .Subsequent v~lua· lion date. " $ Alternate vafue .~.. " Value at date of death $ NONE' -"il-• 'v,""t: ..:~•.. "r ... ...:, ., "..! \f " .:,'; TOTAL (also enter under the Recapitulation,Schedul~2_...:)_-'-$~"____'$'____N_O_N_E__ (If more space is needed.insert additional sheets ot same size) HENRY L.FRYESTATEOF............ •59-16-71750-2 Schedule G-Page 19 ,~,.:;,SCHEDULE II POWERS OF APPOINTMENT ,.; la.Did the decedent,at the time of death,possess a general .power of appointni.ent created after October 21,1942?0 Y~s Jg:No 1&•.On or before such date?0 Yes ~No 2a.Did the decedent,at any lime,by will or otherwise,exercise or.release (to any _.;.,Zh.On or before such date? extent)a general power of appointment created after October21,1942?0 Yes latNo 0 Yes.[XlXNo._._--------'------------3.Were there in existence at the lime of the decedent's death any trusts not created by him .under whichhe possessed any power,beneficial interest,or tru~teeship?'."'0 Yes [XI No ItemNo.Description Subsequeruhalua-lioo dlilre Alternate value Value at date of death :1 1 ..,.."'..",'ji~_ .\$$ ._.1.,.:",'; ":,.'....~~.'•i r '., ,'~.. h':l'"'.r 1. ~',,-<.' "1,'. ;'-,' f :;1 .~~~-I ." ~~~<~".•·.l:~··}: .-:'~l ~,:'I..'{~. ,--..,.:" t'. ~.•r ..'-,~...-" ''','1,-;:.,'-\ "','~-::..":: .;...........,...~.. '..,.~'~~,~ ;':;:h ~',"1):.. .''}r';'\~'-'..'.-~; "~_.;.l;.:. -',;I:: ".... NONE '-.,'-..~,,-.:~;.: _A=,~,::'"--TOTAL (also enter under the Recapitulation,Sched\i~O)$,,$ (If more space is needed.insert additional sh-ee-:-ls-'-of:-s-am~e~si:-ze:-~.---'---'-'---'---~----'----'--'-'--------.,; ~' ..:: ..-.\;""•1!:."~..'i';• ,SCHEDULE X 'ANNUITIES .;,"I':.) o No ".:-_-:"'~~-~_-:'--'-~----'--:---:-~-,-:-----:-~-'-~-------'----'----,-:--'--:-'>-:-'---'--------'---'--'---------'-- 1 'In.Was the decedent,immediately beforehis death,receiving an'annuity as described in , ,paragraph 1 of the instructions?0 Yes ,K]No.,'.~-=--~-_~---c---::--------_:___::_""-'--__:_-:__::___-c-----=----,--___:_:...----=-~ lb.If "Yes,"was that annuity paid pursuant to an approved planas described in .:'• paragraph 4 of the instructions?0 Yes Ie.,Ifthe answer to :'1b."is "Yes,"state the ratio of the decedent's contribution to the total purchase price of the annuity. .'-" ~No ,2n.If the decedent was empl-o-y-e""dC"a-t:-"'th-e-cti:-m-e-o'f""h-:i-s-do-e-a-:t'h--,:-d-;:id-"-a-n-a-n-n-u-i:-ty-'-o-r-o-:th;--e-r":"p-a-ym'---e-n:-~-«I-s-d..-e-s-c-r"'ib-e-d..--icn--------'-------- paragraph 3(d)of the instructions become payable to any benefiCiary by reason of ilfue beneficiary's having survived the decedent?0 Yes Zb.If "Yes,"staie the ratio of the decedent's contribution to the total purchase price of the annuity.z.····--.,---------,----"-----'-------------;-------,.---------..,,----------' ItemN~.Description SubseqUi'l'i~valua'Iionlfute Alternate value Value at dale of death 1 $$ .~.,-,;.?'..:.",~. i.J. or ..... '."'.';'..., ---------------,----------'-------'---, NONE$$TOTAL (also enter under the Recapitulation,SchedulB 0)--'----'-------'--'--=-----,-------=---'-------- (If more space is needed,insert addilional sheets of same size) ESTATE OF ~~~gX__~_~,__~Y:""~~:_,cc ~__C__"_C _Schedules H and I-Page 21 a5'l-1G-77750-1 ."', "~,., ~i .... ;'~;; j •• ;: FUNERAL EXPENSES AND EXPENSES INCURRED IN ' ADMINISTERING PROPERTY SUBJECT TO CLAIMS }IOTE.-Donot list on'this schedul~'expenses'()fadministering property not subject t~claims. .:.~ Inconnection with such expenses,see Schedule 1. ", !If executors'commissions,attorneys'fees,etc"are claimed and allowed as a deduction for estate tax purposes,they are not allowable as a deduction in computing the'taxable income of the estelle for Federal income tax purposes.',;J :.'.."~ Item' No.,./i,Description ,.Amount" ----------'-------------------'--------'----'----,---'-----...:.-:1----.:-..-- De Rienzo Funeral Home -Funeral Expenses Angeline N.Fry -Reimbursement for cost of grave marker A.Funeral expenses:,;":",.-$ 3,785.00 146.00 ," ::. -·Total.·,",,:.:.':.'.::.'..:~:'.:..:..::.xxxxxxxx $'3,931.00._----..__------.. I,; . 1 '~:J"2 3 B.Adminishation e~penses::.,,:. Executors'commissions-amount estimatedOOK«-~~~(Strike out words not appli- cable), , ,';",:'',"......x x x x x x x x Attorneys'fees-amount estimated/~~W.(Strike out words not app:icable).,.x xx x x x x x Miscellaneous expenses: 1,480.00...---_..-------_..-..._---_....__:__l,J_~_Q_~_Q_Q _ 'a~Register of Wills Letters Testamentary' b.Register of Wills -4 Short Certificates c.Washington County Reports -Advertising Letters d.Register of Wills -Certfied Copy of Will e.John S.McCans -Real Estate Appraisal Fee f.The Herald-American -Advertising Letters' g.Estimated additional court costs 14.50 4.00 14·.00 "9.50 ',30.00 '12.50 100.00 "~.;. ,i'.J:.·,f.~,.~/.'," Total miscellaneous expenses.. . . . . ... . .... . ...x x x x x x x x 184.50 d 0 $6,775.50TOTAL(also enter un er the Recapitulation,Schedule ),----------..:.:..:.:~..:.::;:,:..:=:.:.:....~--'--'-------- (If more space is needed.insert additional sheets of same size) HENRY L.FRYESTATEOF -------------------------------------- 059-J6-77750-2 Schedule I-Page 23 .":;, DEBTS OF DECEDENT AND MORTGAGES AND LIENS : Item No.Debts of Decedent-Creditor and nature of claim,and allowable death taxes Amount ;',.$ -", ,:: "j i'"i '., '_,t •. i,-r.._J' '."~ ., :'I, .''~.'' ",0 .~', ,~.~",,:i fq: ~"'''\'.' "f "';.', f.i""'~'. ,.j'?,) .'...., ".":-"; ",,' L .J"...., ,l''': ,-:t~;, TOTAL (also enter under the Reoopitulation,Schedule 0)$NONE Ham No.Mortgages and liens-Description Amount 1 $ / NONE$TOTAL (also enter under the Recapitulation,Schedule 0)--------------------~---------_._----_._----"--------- (Ifmore space is needed,insert additional sheets of same size) ESTATE OF HENRY 1.FRY Schedule K-Page 25 059-16-77750-2 ;.'SCHEDULE L,<••.-.•...r,:i '.,'::,'. N:ET LOSSES DURING ADMINISTRATION AND EXPENSES INCURRED IN 'ADMINISTERING PROPERTY NOT SUBJECT TO CLAIMS ..' 'Item No.Net losses during administration i •~ ,.; Amount $ 1;~, .,'....i .~.;-r.~, Item No. 1 TOTAL (also enter under the Recapitulation,Schedule 0) Expenses incurred in administering property not subject to claims (Indicate whether estimated,agreed <!l~on,or paid.) $ $ NONE Amount ________________________T_O_T_A,_L--:..(o_I_so_e_n_te_r_u_n_d_e_r~the_Rec~pitula!ion,Schedule 0) (Ifmore space is needed,insert additional sheets of samo size) $NONE ,HENRY L.FRYESrATEOF -----_ C59-11T-77750-1 Schedule L-Page 27 SCHEDULE M BEQUES'rS,ETC.,TO SURVIVING SPOUSE (MARITAI.DEDUCTION) If the decedent died testate,the person or persons filing the return should answer the following questions,Only question 4 should he answered in case the decedent died intestate.1£the answer to any question is "Yes,"full details should he submitted with the return. 1.H~s any action been institut'ed to contest the will'or any 'provision thereof affecti~g any property interest listed on' this schedule or for construction of the will or any such provision?0 Yes ~No 20.Had the surviving spous~the right to declar~a~~lection between (i)the provisions made in his or her favor by the' will and (it)dower,curtesy,or a statutory interest?.~Yes 0 No Zb.If answer to question 20 is "Yes,"has the survivi~gspouse renounced the will and elected!Zc.Elected to toke under . .to'take dower,curtesy,or a statutory intei'est?.0 Yes []No !the will..'0 Yes 0 No Zd.Doe~'the surviving spouse contemplate re~ounc;ng the wili and electing to tah;dower,curtesy,or a statutory interest?0 Yes []No 3.According to the information and belief of the pers'on or'persons filing Ll-je return,is an1 aelion de~cribed under 'question 1 designed or contemplated?0 Yes ~No 4.According to the information and belief of such person or persons,has any person other than the surviving spouse asseiled (or is any such assertion contemplated)a right to any property interest list,->d on this schedule,other than as indicated under questions 1 or 3?0 Yes fJ No ItemNo.Description 01 property interests passing to surviving spouse Value Schedule rrn"-Item 1 2.Schedule "E"Items 1 through 12 ;'.' ,..... ...t.. '...... $1,544.65 91,733.4"8 TOTAL,..".:.",.".,, , ,,..,".....•........................ Less:(a)Federal estate tax payable out of above-listed property interests '..-.\'$_ .'(b)Other death taxes payable out of above-listed property interests ,...•....._ 93,278.13 $----------------------- Total of items (a)and (b):..,;.., .~...........•,:..;. , , ..'. " , , , . ,,1 _.. Net value of above-listed pra"perty interests (also enter u~der the Recapitulation,'Sc1~dule 0), . . . ...$93,278.13 .(II more space is'needed,insert additional sheets 01 same size) ESTATE OF !!~~~~__:r:._~__XgX ~~_ c50-1G-77750-1 Schedule M-Page 29 ~---....--------------------~_:-....;....~-~.;...-..,.;.-.....;;..;...;...------------------ SCHEDULE N CHARITABLE,PUBLIC,AND SIMILAR GIFTS AND BEQUESTS If the transfer wCl~made by will- '(a)Has any action been instituted to have interpiefed or to contest the will or any provision thereof affecting the charitable deductions claimed in this schedule? (b)According 10 the information and belief of the person or persons ii.ling Lhe return,is any such action designed' or contemplated?," DYes DYes ONo ONo ItemNo.Name and addrcss of beneficiary Character of institution Amount ,I:' .-~ .~:: -.~ '".:", .J .' .•1 .-~ ....".,~:' "i ". l 7.....~., ,~'.,."~",\ fr~~'..•I !: i}.,,1, .:," ',' ','''' ,. . r .i ••J,h •J $ '; :. L,. .....i \ ,,"...' .."~I .",-... ~:, I; ~')~.: , '):,.~>'" j I,~..".;; ,' .I..-•.J,.; ~.."t • ··f ,_"'~;,:~~~ .l~~;:".1't ~;.J ., .t j ;:c I"•,1~"'t"'~ :J...,'.:;.•;!~.':.:i , .i :."~",,.1 i.~:..- !,. ~~;---:. .•,1',. .J "~{-, •f .!., •~:'," .':z.~",. ,r "·,t",:.'.~_.:.'. _,I', -.d f'":~:;,. ...i ~ (').~'.;'l~.•'.'<.<.._::...~.i{ .,.1'1,I .~.~'.,:.~.;'.(r.1.~J "in'.J '; .;'t~.;.~.J~.l.'_")~l .':....'1~.,:)".......;'.1 ~:. ...' .,';. .' i .~. .t ';'I ••f '..: ;..;''/ ,' ...;~;.!_.,i " .r, ", ~,", t:L :'!.~.".~.~ j-'I ,...' .'.: _"".r,•.~,.I ..'. ~..."r"'",",. >,"•'-\.:">. .;, j .!'.,-r r '-.'.",f,.'<! ".-.~.•=.-, ",<: ..'. " J; " " TOTAL'.....•"•••,••.•••••••••••."•............................~.,,'",,'.•.•,..•••..,.. Less:(0)Federal e'state tax payable out of above-l~sted property ~niere~Ls ..,..•".a'••••,$_ (b)Other death taxes payable out of above-lIsted property Interests .......•'"•._ NONE$-----------._--------. Total of items (a)'and (b),,.:,:,,,.,..;:, ,,'......•........,.,..~'1 _ Net value of above-listed property interests (also enter under the Recapitulation,Sche~ule 0),....,....., ...$ (If morc space is needed,insert additional sheets of same size) NONE ESTATE OF HENRY L.FRY Schedule N-·Page 31 cr..9-16-77700-2 ---;--"'---;-------------- SCHEDULE @ RECAPITULATION Sched· ule Gross estate Alternate value Value at date of death .. Ii Real ·estate,.••••••,•••••••••,.,••;:,.,.,:':..';..:~, . . •••..$_______________________$,_,~_'_Bg_~_~ •~t B .,!•-.'1'•_.-.; Stocks and bonds •••••••;•••••••••,•....-.''.'.....•...~.-;.~, . ,'~.NONE ;(...' '..,....'..-.....--'........ .". ·__· 2__3__-~-5--9__3__•__5__0_'C Mortgages,notes,and cash..••.••••••'•..:.•....:.'==":'::':..,• • . . . •.......• . • • • • . • . . • . . . . . .- -.'~.,~~ . .'"'.'.".'''..':'C:""..3__6__·_)__6__8__~_:_4__0_. D InStlrance•.•,•••••••,'.4o •••••••••t 1.1 ~••••••••••••••',....I,•••••I,','••••••••••••:•••••": '.1 .•f ".)". Jointly owned property,••••••••'.'•••••,,:••...;••.•.'•..•.,..:•;...••.•....~..••.-..:?_~_.'_!}_~_~_~_~ F "••,',""•,:to.'0'- ...;....' .';-;-,',:'....:1 '.. .~'-'.'.NONEOthermiscellaneousproperty;''..:.•.••.~••;••;.•'.•.....•.•.•......•'_ NONE NONE G H I •1 I' Transfers d~ri;'g decedent'~fife'., •,••,•..•...•..;•.:~•••••.....•..•............i .... • •.~,-'.-"~.-I . Powers of appointment..'•••!'.•••••••••'••••:•••••'.'••,'.,'••••••__•.•••:.• Ann~itie~~"""""::~'l.:::'.-'~:~:::'.._.'1 I N_O_N_E TOTAL GROSS ESTATE '', . ....$$152,011.38 .Schod-ule •.::,.Deductions :!(~- Amount 1 1,Funel'af exp~nses and ex~ense~incurred in admi~istering property s~'bjeet to Claims..$~_~}_?_?_:_?.Q _ K 2.Debts of decedent.~':i..;..':"".:~9..~~_ -.' 3.Mortgages and liens.•••••••••••':',;•..•.: •'.~:."..:••...:.:.•.••:'•.•..•••..•.I --:.N:.;.O::;.N;;.:.:::E:.......•1 . .•'I 4.Total of items 1 through 3 :::.:::..............$6,775,50-.. 5.Allowable amount of ded~ctions from item 4 (see note')....:..:.-.. ••. ••. •.••••.••.$§.l_U.~_:.?_Q :.... NONE"," 7.Expenses incurred in administering property not subject to claims....•....•.....•.. 6.Net losses during administration , ,:..':•.•:.....••'.•..•....1J_9_N!L__ •• j~1 L 8.Total of items 5 through 7 ";. M 9.Bequesls,etc.,to surviving spouse :........•:.•.;,$_~}_'!.~.?~_~_~},_ .10.Adjusled gross estate (see note")";'..;_J_4_~.1~l_~_~_~_?_._ 11.N~t amount deductible for bequests,etc.,'to surviving spouse (item 9 or oneehoH of item 10,whichever is smaller)''.____.__?_?_,.~'JJ.:_2!±_ N '12.Ch'aritable.pubiic,and similar gifts and bequests.:':_ . NONE TOTAL ALLOWABLE DEDUCTIONS.except exemption (totais of lines 8,II,and 12)$79,393.44 *Note.-See paragraph 1 of the instructions. **Note.:-Enter at item 10 the excess of "TOTAL GROSS ESTATE"over item 8,If the decedent and his surviving spouse at no ti~e held prope'rty as community property.If property was ever held as community property,compute tile "Adjusted gross estate"(item 10)in accord- ance with the instructions and example on page 32,and attach on additional sheet showing such computation. ESTATE OF .!!~B_~y'__~~_,}gy ~------------~.-~--------:-------.Schedule o-Page 33 c;j.O 16 77750.1 L1S2-;,01-L-38- $----------------------- $------ $----- $-----------._---._----- Name of transferor $----------------.------ $----- SCHEDUL~p TAXABLE ES"rATE-RESIDENT OR CITIZEN Instructions.-This Schedule Should be Used only for the Estate of u Residenl'or Citizen of the United States 1.Total gross estate ',:,. 2.Total allowab.Ie deductions ::' \$__I9.~J2_1..A_4 _ 3.Exemption............................................................................60,000.00 01.Total deductions plus exemption...''.'.''1__1_3~9_,::...3_9_3_._4_4_ .5.Taxable estate (item minus item 4),. . . . .... . . . . . . . . . ....... . . . . . . . . . . . . . . . . . .... .... . . . . . . . . . . . . ...$12,617 •94 SCHEDULE (2 TAXABLE ESTATE-NONRESIDENT NOT A CITIZEN OF THE UNiTED STATES Instructions.-This schedule should be used only for the estate 'of a nonresident not a citizen of the United States.See instructions under "Deduction of administration expenses,claims,etc."on page 39.See also instrudbns under "Exemption"on pa"'e 39 for amount of exemption and names of countries,the estates of whose residents qualify for the "prorated exemption."1£decedent was domiciled in Canada and died after December 31,1958,see "Convention with Canada"on page 39 rega.rding special exemption and tax computation.Use Form 706g (Schedule Q (2»instead of Schedule Q in case of decedent who at the time of his death was domiciled in'France or Greece and was not a citizen of the United States.(If the "prorated exemption"is claimed under the Japanese convention,the numerator of the fraction setforth in item 7 is the value of the properl}"situated in the United Stales and subjected to tax by both Japan and the United States.)The value,to be entered for item 2 includes real property situated outside of the United Slatesifrequiredtobeincludedinthe gross estate by General Instruc;::.t:.:.io:;.;n:.:...;;J,:..,p!:,.a.::;,gz.e;;,....;4:..:...-,-_ 1.Value of gross estate in the United States (Schedules A,B,C,D,E,F,G,H,and I). 2.Value of gross estdte outside the United States (must be supported by proof described in instructions under "Deduction of administration expenses,claims,etc.,"on page'39)...............•...................................,1 _ 3.Value of total gross estate wherever situated (item 1 plus item 2):.. 4.Gross deductions under Schedules J,K,and 1.'. 5.Net deductions under Schedules J,K,and L (that proportion of item 4 that item 1 bears to item 3). 6.'Charitable,public,and similar gifts and bequests (Schedule N):'. 7.Exemption of $2,000 (in estates qualifying for "prorated exemption,"use $2,000 . or !tem 1 X $60,000,whichever is the greater)~..''"...........•....'"1------.-- Hem 3 . \, 8.Total deductions plus exemption (item 5 plus items'6 and 7):: .~.., ...$_ 9.Taxable estate (item 1 minus item 8),. . .. . . .. . . .. . . . .. ...$ SCXiEDULE R CREDIT FOR TAX ON PRIOR TRANSFERS ---------------~--------IDate of transferor's dea.th Transferor's residence at time of death ,- •COMPUTATION OF THE CREDIT PART I-TRANSFEROR'S TAX ON PRIOR TRANSFERS 1.Net value of transfers...................................................$_ 2••Value of transferor's estate (adjusted in accordance with instructions for item 2).....•..•.•...•....•..........'.$_ 3.Tax on transferor's esta.te (adjusted in accordance with instructions for item 3),'"'.'..,;..$,_ 4.Transferor's tax on prior transfers (proportion of item 3 which item 1 bears to item 2)'....$_ PART II-TRANSFEREE'S TAX ON PRIOR TRANSFERS S.Transferee's tax computed without regard to credit allowed under this schedule ,.... . . .... ... ..$ _ ,6.Transferee's reduced gross estate :'.:..$_ ,7.Transfel:ee's deductions (adjusted in<accordance with instructions foritem 7)'.'.__.:1 _ a.Transferee's reduced taxable estate (item 6 minus item 7),..•.............,::..•........... ·9.Tax on reduced taxabb estate ·.-..'.-1 _ 10.Transferee's ta~on'prior transfers (item'5 minus item 9)":.:..' . PART III-CREDIT ALLOW.lmLE 11.Maximum amount before application of percentage requirement (item 4 or item 10,whichel'er is 'smaller).. . . . . ...$_ 12.Percent allowable is . 13.Credit allowable (item 12 X item 11):, ;.:, . . . . ...$ HENRY L.FRYESTATEOF•.-----------------Schedule P,Q,and R--Page 33 INSTRUCTIONS fOR SCHEDUlES--Ccmfinued (b)Compl/i'otion of credit in cClses where property is sill/CIted outside both counhies or deemed situated within both countries.- In such cases consult the appropriate treaty for details. "S.Example of computation of credit ullder the Statute.-'-The decedent was a citizen of,and domiciled in,the United States at the time of his death.The gross estate consisted of real property in M:country valued at $60,000;stocks of United States corporations,$90,000;bonds of corporations organized under the laws of M country,$45,000;and stocks of corpora- tions organized under the laws of 1\1:country,$75,000.On the ,date of death,all of the stock and bond certificates were in a bank vault in the United States.Debts and administration expenses total $20,000.The 1\1:country real property valued at $60,000 and $10,000 of the stocks of M country corporations passed to the decedent's surviving spouse and the latter items qualified for and were allowed as a marital deduction.The amount of the gross Federal estate tax less credit for State inheritance taxes is $25,820,The amount of the M country inheritance tax imposed on the widow's inheritance of $70,000 is $21,000.The value of the daughter's inheritance is $65,000, consisting entirely of stocks of M country corporations,The amount of the 1\1:country inheritance tax imposed on the daughter's inheritance is $19,500.M country did not impose inheritance tax on the bonds issued by the M country corpora- tions. Schedule S is filled out as follows: 1.Amount of estate,inheritance,legacy and succession taxes imposed in the above country attributable to property situated in that counh'y,and subjected to such taxes,and included in the gross estate (asdefinedbystatute)$40,500.00 2.Value of the gross estate (adjusted)$200,000.00 3.Value of property situated in that country, and subjected to death taxes iniposed in that country,and included in the grossestate(adjusted)$65,000.00 4.Federal estate tax before allowance of creditforforeigndeathtaxes________________________'$25,820.00 5.Amountof Fedm'al estate tax attributableto property specified at item 3 (proportion of item 4 that item 3 bears to item 2)$8,391.50 6.Credit for death taxes imposed in the above country (item 1 or item 5,whichever is the.smaller)._____________________$8,391.50 SCHEDULE S CREDIT FOR FOREIGN DEATH TAXES List all of the'oreign countries to which death taxes have been paid,credit for the payment of which is clainled on this return _ if-~;~diti~-~j~i;;;~~:Ci~~-d~~th-t~;;~_;p~idt"c;-~~;;~-th;;;"c;;;~-f;-;~ig~-~~~~kY:-~;;;.;p~t~--th~-~;~diTf;;-i~;;~-;-p~id-t~-;-~;-~;~~i~y-~;;-ihi~-~h~-~t-;~d use a separate copy of Schedule S for each of the other countries,The copies of Schedule S on which the additional computations are made should be attached hereto, ,The credit computed on this sheet is for ~_~~''.."•~_ (Name 01 death tax ortoxes) ,.,______________________:~••_imposed in _ "", ' , , "..'..,.....(Name 01 country)", Credit is computed under the ~~~~...c.,.~~c _ , , , ,",(Insert "treaty"or "statute") COMPUTATION OF THE CREDIT (AU'amounts and values shown hereunder must be entered in United States money), I.Amount of estate,inheritance,legacy and successiontaxes imposed in theabOVE:>country o.Hributable to property..situated in that country,and subjected tosuch taxes,and included in the gross estate (as defined by statute),....$_ 2.Value of the gross estate (adjusted,if necessary,in accordance with instructions for item 2)..,. , , , , . , ,...'.., , , ,. "$~_ ,3.Value of properly situated in that country,and subjected to death taxes imposed in that country,and included in the gross estate (adjusted,if necessary,in accordance with instructions for item 3), , , , . , . , , • ,..., , , , . ,..., . , "$_ 4.-Federal estate tax before allowance of credit for foreign death taxes,,.., , ,,_.., , , , ,..,.~, ,',.$_ 5.Amount of Federal estate tax attributable to property speCified at item 3 (proportion of item 4 that item 3 bears to item 2), , '.."',:..:,:: ' . , , • ".•,.., , . , . , • ,.., . ,.•., ,.., • , , . ,....,.•., , , ,.., • , . , , , , ,......,...',..••••,...•'..$ . ' _ 6.Credit for death taxes imposed in the above country (item 1 or item 5,whichever is the smaller),,',....., . ,..'...$ . _ ESTATE OF ..._li~~~__~:!.J3:~..._ (150-10-77750-2 Schedule S-Page 37 ;'~"""""-7~~~~~~-~~~~------------------------~;., '". Under penalty of perjury,I declarethat this retul'll,including any aceompanying statements,has been examined by me,and is,to the best of my knowledge and bdief,a true,correct,and complete return,made in good faith pursuant to the Intel'l1al Revenue Code and the regulations thereunder. ~..S.~~..~.1 1~.71.....;~:~;;~4PkJi~;2UTOR ~i~.~~;~~g~~~r~''2~"Q . (Date)'.(signatlITilexecutor;MliJinistr"tor,etc.)Tax Officer .(Address) '.~/lA'..A"~~IJ "'.."".'219 Allen Avenue ---..-----x-~~~~?!.""u~-~"'_'·~~~"_<-~_'_·-_-...:..-_--_-~_--_--_---_--_--_-__-_--_-.Do_._no_r...:...a_~-_-J?_a.._-_---_1_5_0_3_3_-.-_--_-._--_--_--_--_-..-c-------- ., Under penalties of perjury,I declare that I prepared this return for the person or persons whose signature(s)appear(s)above and that this return,including any accompanying schedules and statements,is,to the best of l11y knowledge'and belief,a true,correct and complete return based on all the information relating to the matters required to be reported in this return of which I have any knowledge. (Address) 'I.'ABLE B COMPUTATION OF ~L~xrMUMCREDIT Fon STATE Dr:ATH TAXES {;.p- "''l~"....n'~ L~r..,{,CQMrUTA~ioJ·(H~~GRoss ES'fATJiJ TAX~~_)u):..:::r: ,r- ..:1'" :-'.-.'~;~~ ;'l~axable:::TaRblg;;': estate:"estate lessequaltoorhmorcthan-t an- Tax OIl amount in column (1) Rate of taxon excess over amount in column (1) Taxable estate equal to or more than- Taxable ('state less thall- Credit Oll amount in column (1) Rate of credit on excess over amount in column (1) L.-_.,--.-:....-'-.._.~_ (1).._.._~).@L_._~_)_(1)(2)(3)(4) ... (Percent) 0 $5,000 °3 $5,000 10,000 $150 7 10,000 20,000 500 11 20,000 30,000 1,600 14 30,000 40,000 3,000 18 40,000 50,000 4,800 22 50,000 60,000 7,000 25 60,000 100,000 9,500 28 100,000 250,000 20,700 ..30 250,000 500,000 65,700 32 500,000 --750,-0Qi)145,700 35 750,000 1,000,000 233,200 37 1,000,000 1,250,000 325,700 39 1,250,000 1,500,000 423,200 42 1,500,000 2,000,000 528,200 45 2,000,000 2,500,000 753,200 49 2,500,000 3,000,000 998,200 53 3,000,000 3,500,000 1,263,200 56 3,500,000 4,000,000 1,543,200 59 4,000,000 5,000,000 1,838,200 63 5,000,000 .-6,000,000 2,468,200 ----67 6,000,000 7,000,000 3,138,200 70 7,000,000 8,000,000 3,838,200 73 8,000,000 10,000,000 4,568,200 76 10,000,000 --~-------------6,088,200 77 ~--- o $40,000 0 $·10,000 90,000 ° 90,000 140,000 $400 140,000 240,000 1,200240,000 440,000 3,600--440,000 ---...-640,000---10,000-- 640,000 8iO,000 18,000 840,000 1,040,000 27,6001,040,000 1,540,000 38,800 ],0540,000 2,040,000 70,800 2,040,000 2,540,000 106,800 2,540,000 3,040,000 146,800 3,040,000 3,540,000 190,800 3,540,000 4,040,000238,800 4,040,000 5,040,000 290,800 5,040,000 --6,04cl,OOO ---.w2,800- 6,040,000 7,040,000 522,800 7,040,000 8,040,000 650,800 8,040,000 9,040,000 786,800 9,040,000 10,040,000 930,80010,040,000 _.______________1,082,800 (Percent) NoneO.8 1.6 2.4 3.2 4.a 4.8 5.6 6.47.2 8.0 8.8 9.6 10.4 '11.2 12.°12.813.6 14.4 15.2 16.° ESTATE OF HENRY_LL..F.RY..~~__~_ Page 40,--- U.S.GOVERf'''1.ENT PRINTING orfiCE e·S9--1C-77750-1 /Form RC cJo, •..;,.";6,...:'OFFicE OF THE./ "REGISTER OF WILLS ..,I OF Washington COUNTY (,3-7o-8"J£ STATEMENT OF DEBTS AND DEDUCTIONS DATE APPROVED .......• AND AGENT OF THE COMMONWEALTH Register of Wills,Age"t ESTATE OF __H_e_n_r_y_L_"_F_r_y L....TE OF Washington county D"'TE OF FIL.ING APPR...ISEMENT Sept"13,1971 D...Ti OF DEATH --.;;,8.l../.;;;1;..:.7L,./..:.,7_0 _ D"'TE NO.OF NAME OF P...YEE REM"'RKS AMOUNTVOUCH"" 1970 Sept"2 Russell Marino~Register Letters testamentary and 4 short certificates 18 50 4 Washington County Reports A.dvertising letters testa- mentary 14 00 DeRienzo Funeral Home Funeral expenses 3,785 00 8 Russell Marino.ReE2:ister Certified conv of will g ~o 17 John S.McCans Appraising real estate at 219 Allen Ave.,Donora,Pa.30 00 Nov.4 The Herald-American Advertising letters testa-. mentary 12 50 1971 20 Angeline N.Fry Reimbursement for marker 146 00Jan. Sent.14 Notary fees 1 50 Russell Marino,Register Balance due on grant of. Letters g 00 " J Filing inventory 3 00 1972 R Anto"Mvshin and Martin ~ttorney's fee 1.180 00npr' Pittsburgh National Bank Executor's compensation 1,180 00 i s~~f~17 Angeline N.Fry.Widow Family exemption 1.500 00 $'(.OOy uu - COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington 80:Pittsburgh National Bank I Joseph W.Linn,Assistan Trust Officer/,..HERESY CERTIFY,TH"'T,TO THE BEGT OF MY KNOWL.EDGE "'ND SELIEF,THE FOREGOING 18 ...JUS!....ND TRU E ST"'TEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF tlenry L.Fry .Q$:CE,40ED All DEDUCTIONS FOR INHERITANCE T"'X PURPOSES..(it t sbt>rg:!a~ /.1.By ~~A-LXl,~(L.5.) SWORN "'ND SU SCRISED BEFORE ME THIS 11M D...Y OI"'ASsistant Trust Officer-----~~_H_--.::.-I-/18 2..:S- GEORGIA POURNARAS,otary Publh;: Pittsburgh,Allegheny Co.,Pa. My Commission Expires March 15,1975 c \''-, ;'''''. ..-'1"'1 ..o...J w.o : :i.E c....>;0 :::0l>rrI ~,--.(j')G">c: i:::c -{j),-e:rrt{()(f)\-Z -'l fTl-,fT1 r'-;::0 (::J y,~' -l ;t1 -.. 0 "":z <:>3:-c'"T1 ::;T.0 j;;~:.E .."0 ,.-l"'V---r z-0 r 0 ""l>(f>- t.\• ESTATE OF -LI~;£,#~ ADJUSTMENTS -FILENO.63-7 tJ -?3 S- DEBTS &DEDUCTIONS FORM -AMOUNT CLAIMED .LESS ITEMS DISALLO\l'lED: $------ $----- $----- TOTAL ALLOWABLE DEDUCTIONS $7?~f,oo $---- $2~i'l.00 $.5),7S $Z ~fi.!,7[: f "i t Date Approved " RUSSELL~INO,REGISTER OF WILLS By:~j lA.---~ 38-97 -6DocketHenryL.FRY, IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. \0.10 or death %"-11-70 (NO,835 of 1970 ,Term,19__,A.A. Docea~) In the matter of ,the Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my ,appeara<tlce for the Commonwealth of PennsylViania.claiming transfer inheritance tax in the ahove estate,as follows: DR., .I .;.I 16'1-11ToappraIsed~alue of Estate.Rea1ty-----lO...-~··---------------.------------------..--------------------------.--.-.--.-.--$- Personalty . .... . . . . .._....-.._..$_"<_;~s'9~-~'~"..:....S 'o-~- Additional Assets per Account,Subject to Tax._.__.__. ......--------..-..----------$_ Addltionall Assets per Audit,Subject to 'I1ax ..-----__..__--------------------------------.--------......-----------.----------.$_ GROSS VALUE .....__. ...__..$_--:::2."'--...:::::3.1 S"9 .3,~0 $:2),7 ~-_~....J!: $~/,rl-~ $------- $------- $-------- CR. Debts and Expenses per Account;see Note Additional Debts and Expenses per Audit I )L ~'2.'I S-. $ TOTAL DEDUCTIONS,$21~/,7 S- NOTE:The following credits claimed in the Account are held not deductible 'as against the tax: CALCULATION Gross v:aJ1ue____________________2 "3,S 9 3,s'() Less Deductions Z 9L/I,7 S- Clear Value m •__---l.5)cS-/,7_S-"_ $f J 9,/I Tox. 1.__ able ( ~.,--- 15%)_ $--------- l (....1.,-70 TAX PAID ON ACCOUNT $v,,~· \p~ $~--- $-------- $------- Total Tax ._._.__________________________._..$(";'>3 eI J I----.::J--f-J---J...L.- Less amount previously palid ._.._.... ..--.....-.-.$ ~.i7,7f77:Gip-'j.,77ffJ--$b 'iVi _ Interest..-Lyrs.-2--mos./7dayS@__%-------..----$__----"6=-<.<9......9'-'/<- TOTAL TAX AND INTEREST DUE ~~_§Q~~;~~ G~i7(,1ID~ ~~J1973 ~ 00s:'Us::lJ 0 :l> Z III ::E 0 III 'U tz.l:l>III ~r~TIt:I TI 0 0 0 :lJ TI :u :l> ~'U 'U jIII'UZIII'"Z :l>(p :lJ<:l>...r z '"<0 I :l>IIIZ ~:; (1)>III~>- .... R CC-SI (2-64) COMMONW~ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT PITTSBURGH NATIONAL BANK (Executor QrXX~Xl~~) IN YOUR REPLY PLEASE REFER TO 38-97-6 J In Re:Est a te of_-...;HE=NR=~Y~L~.:.....-;F~R~Y.=......_ ____W_A_S-.;H__I_N_G_T_o_N County -File No.63-70-835 You are hereby notified that the~~-=o~r~i~g~i-n-a-1---------- appraisement in-the estate of HENRY L.FRY has been filed in the office of the Register of Wills qf WASHINGTON County on October 14 ,19-1.1.Said appraisement reflects the following valuations: Real Estate .,...-_ Personal Property =2~3~,~5~9~3~.~5~0~__ Transfer s --------=---:::"":"'C=---=-=---Total 2;:::.;3:..;,'-'5;..:9:...;3::..:.'-'5:...;0"--__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __0_c_t_o_b_e_r_1_4......:,_1_9_7_1 _Signed Title 1rta.ttdMi,~I/V.J~ MADELINE FINNEY,APPRAISER I DATE OF DEATH:August 17,1970 Note:This is not a bill. RCc-3'9 (!l-681., COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of...:F::...,:R:..:.;Y=-----=HE=N:.:.;R:..:.;Y=--_----=L=-=-.DATE OF DEATH 8-17-70 (Last Name)(First Name)(Initial) FILE NO.63-70-835 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_hil_·......=:g_t_o_n _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:October 14,1971 ~)~~4ZuJk; INHERITANCE TAXAPPRiSEFf 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 ?~C:;Q~c:;n 23.593 50 NONE 23.593 50 NONE 23 593 50 23 593 50 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities.. . . . . . . . . . . . . . . . . .$t= - ESTATE TAX ASSESSMENTS $. FOR USE OF REGISTER ONLY Tax on $-----------4--2% Tax on $@) Tax on $5% Thx~$lK Tax on $15% Exemptions * Total Estate -+-__ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------+--- $--------+-- $--------1--- $-----_---1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::l===== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $---11_ Estate tax paid $---Jl- BALANCE DUE $-----Il- Add interest at rate of 6%from t= -------1to-----$-------1. TOTAL TAX BALANCE $-----.....; PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will l Administration ~No..,. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ImNRY.l:.~F..l{Y Deceased Late of DONORA County of tyASII~:f\1(}TON Commonwealth of Pennsylvania REPORT AND APPRAISAL L' 'r 1Ia M~CREIGHT.MARRINER E.M~CREIGHT ATTORNEYS AT LAW 520 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 JOHN B.MC;;CREIGHT STEPHEN D.MARRINER JAMES C.M~CREIGHT September 30,1971 AREA CODE 412 PHONE 225-6600 Commonwealth of Pennsylvania Department of Revenue Bureau of County Collections Washington Trust Building Washington,Pa.15301 ATTENTION:Madeline Finney,Appraiser I IN RE:Inheritance Tax Division 38-176-1 Estate of Ruth C.Jones File No.63-71-554 Gentlemen: As you know,the appraisement in the above estate reflects the fact that the balance reported by Western Penn- sylvania National Bank in Mrs.Jon~i'checking account was $2,129.13,whereas the balance as reported in our Inheritance Tax Return was $2,022.24. As explained by telephone,the reason for the $106.89 discrepancy was three outstanding checks,copies of which are enclosed,as follows: Check No.2149-------Ruth Wright-----------$10.00 Check No.2154-------Annex Pharmacy--------22.89 Check No.2158-------S.W.Miller Agency---71.00 Check No.2161-------Boyd McClain----------3.00 $106.89 These checks,all of which had been issued prior to Mrs. Jones'death,were paid and cleared by the Bank in due course following her death,so that the net sum actually withdrawn from .,....' •M~CREIGHT.MARRINER lS M~CREIGHT Commonwealth of Pennsylvania Department of Revenue September 30,1971 Page 2 the Bank and deposited to the estate checking account was $2,022.24, as reported in the Inheritance Tax Return. We should like to avoid the trouble and expense of an appeal,which would hardly be necessary to correct this routine discrepancy.Will you please,therefore,take the necessary steps to correct the appraisement without the formality of an appeal? Yours very truly, McCREIGHT,MARRINER &McCREIGHT JCMcC:mb Enclosures ,, -. '._..---------,-------."--"._-------------- ..I ~I :1 , -----.".--~T -;' , I___---'.DOLLARS j 'j IIII i4""~--L..JWIL--I9 -:1L-N 0 ._'2,.I'S-~_ ~~~~_~__._~.ZZ ~ _~~:c-~-:--::-·~i Western Pennsylvania Nati~nal Bank -60';'169 i-433 . PENNSYLVANIA ',..'.-':-:'1, .~,. .- j'.,:DI",..0 lb~,q,~190;;~l!,f!'""000000 I lag,,' L__c_~_._••••",.____---'••=......._...__.....__.._.__.-'-,c-.•'...._.,_,.c--.c-_•..1 ' P:: t ':>Iir.:C.<-.•-r<". [-PAY TO THE ,-ORDER OFr---11----=----=-= f!--~-1"- J ;! '. Fonn RCC-2.October 14 1971,COMMONWE~TH OF PENNSYLVANIA DATE ............................................................'-........................................... .DEPAR.TMENT OF REVENUE RESIDENT INHERITANCE TAX lvASHINGTON,COUNTYBUREAUOFCOUNTYCOLLECTIONS ................................................................................................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO 63-70-835................................................................................................ Whereas,HENRY L.FRY DONORA........................:.............................................................................................................................late of ............................................................................................................... in the County of ..............:.........JiAS.HING..T.QN......................................'.............................Commonwealth of Pennsylvania,having died on 17th August 70·the ..............................................................................................day of ..............................................................................19............,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,MADENLINE FINNEY an appraiser duly appointed according to law,......................................................................................................................................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Allet Unit AppraisementDescriptionofValuesMadeforInheritance Tax Purpoles $ PERSONAL: SEE COpy OF SCEDULE XXX "B"ATTACHED TO APPRAISEMENT 23.593 50 ~ I I ,,. (Number an<l Street).......................................w..~,Penna. [..'!~...~~;D~ I '"L.·, ....WASHINGTON ..County '~l·"";ll\'...."'!j tJ ~if'~~"_ ,..nnn~l li b RESIDENT INHERITANCE TAX APPRAISEMENT n.,'.1 ~;L:'.l M.6.HIN0 RCCIS!E:R OF WillS WI.::HIN~;TON CO .•PA. Estate of HENRY L.FRY Deceased. Late of ....DO~ORA . Date of Death,8.~1..7.~7Q . Appraisement Docket Vol.,3.8 .. Page,~.7.~.Q JJ.No 9..3.~..7.Q.~.~.J..s... Filed in Register's O[fi.ce,...Q.9..t...L ..l..4.....19 ..7.l Amount of tax due,~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,. Entered and charged,. ... ) ", ~ PITTSBURGH NATIONAL BANK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 October 26,1972 Department of Revenue Inheritance Tax Department c/o Register of Wills Court House Washington,Pennsylvania j Re:Estate of Henry L.Fry,Deceased Gentlemen: We enclose herewith copy of Estate Tax Closing Letter received on the subject Estate.We are presently preparing our First and Final Account for this Estate. Sincerely, Joseph W.Linn Assistant Trust Officer JWL/jlm Enclosure --.1 2 31 Hopkins Plaza,Baltimore,~d.21261P.O.Box 270,Newark,N.J.07101 '3 401 N.Broad St.,Philadelphia,Pa.19108 4 P.O.Box 2488,Pittsburgh,Pa.15230 5 400 N.8th St.,Richmond,Va.23240 Ii 800 Delaware Ave.,Wilmington,Del.19801 ", Address any reply to DISTRICT DIRECTOR at office No,.JL @)D©~[j'D@~@)~[j'®@~@[j' Oniternal RelfenUie Serlfice, D;:~i~~9,_l3R-_I~e:~;~~19<--__ [>Pittsburgh National Bank,Co-Exr. 6 South Main Street Washington,Pa.15301 Estate of: Date of Death: Henry L.Fry 8-17-70 i' 1I I j ESTATE TAX CLOSING LETTER (This is not a bill for tax due) The computation at the bottom of this letter shows the Internal Revenue Service's determination of the Federal estate tax liability for the estate named above.You should keep a copy of this letter as a permanent record,since your attorney may need it to close the probate proceedings for the estate.It,together with proof of payment, is evidence that the Federal estate tax liability for the estate has been settled, ,..L jS?;:IY yours,, N:~~~-<~~_~Distri~t Director q Gross estate tax $7~8~7~·~9~7 ~__ Less credits allowed: State death taxes..............$,_ Federal gift tax ,.~. Tax on prior transfers . Foreign death taxes . Total credits,, ,,. Net estate tax ',~. P It''f ",ena les,1 any,.""''','. ".':\. $-0-----:::---''-------$_-,-78.o-7,--".~97........-_ $--------- Form L"l54 (Rev.9-69) ( \ '\ \., \J.. .' I' fJ r RCC-49 (B-7 \I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 Estate of:Hfh7l.'1 L rR.~ Date of Death ----B-1.(7 /7.Iq7 () County Lua.sl'l"-ffoh Bureau File No.03 -76 .f3 .)- PENNSYLVANIA ESTATE TAX DETERMINATION IJT Date _~OL::C::=:...:T~2~9,-_19 7/ 1.Taxable estate per U.S.Estate Tax Return,Form #706 rl Ipd /0 -5 ·7/ 2.Taxable estate per final change in Federal Return dated 3.Amount of credit for State death taxes. $----,'--«>,J..,..:,G...........:..-'7~,...L1-!..'1_ $------- As shown on return form or final change notice ($ As verified by computation 4.Penna.Inheritance Tax due and/or paid rn/Accr $~ 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) 8.Less:Previous payments on a/c of Penna.Estate Tax Date of payment Amount of Tax paid $,------ Amount of Interest paid $,------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of ----------$====!::.n=c1=~l=e..== Prepared by (NAME)(TITLE) Reviewed and approved by _ (NAME)(TITLE)(DATE) to..::r (/)«'0 -J a..z -lO"s r~~~0J=<c'"':x;...~....LL.....~~-"..0 ....-,..-..,~C)!..-........~.It1 -...1 IX:J-",.'"-..J ~.,LU :::-:;'Jj?S ~~~£U)f-Z 2.(i)f ::=l (/):t:t__...... """':I ::>Co?(f)a::w <tCV')!Z ~U_r-.. " j',' ", ,'..;.t ~ ,~..... ."~. .':'. J,..,., .,' "." ~.. c.i ,",<\,'."''':'.<, ',' ~,.t ~\'" .> ~..., ""J,'..,. :," ,'.;.; .~.::; LAST WILL:iNo TESTAMENT.'·1,.' ,'....~~_.'.,....-'•.~.............,'~":'---"-:-"''''''··-'''''-'''''1.'~'''''' ," ,'f.' .".. I"d!r~,tt'my Executors to'pay my debts', If my wife,A.~GtiINEk.FRY,survives me, ".!, ••......~····_···..'•.l '.~,...'•• "'.,:'",.r ~~ "I,HENRY L.FRY,of WashJngton County,Pennsylvani~,:,being of-':';:'(;;,.'',~:,,,... :1 ';~":' ,and Cod~¢ils by me at any time heretofore made. ,'.;1,;"1.:'.,, of my fa~H:,;,illness.~',!", ,:.I',::~;';•,I ",I.·',,. .:~ ;" .:':..,,',Testament,'hereby revoking and deelar1ng null and void any and all Wills'~.,:',;•.:'"'t ' :,) 'j'I ..f ,':;i,\rSECOND:i'I give and beqtieat~aU my jewelry,automdbiles" ',·';1,,,<;;;":",it'!!;clothinG\~d other purely pei:sonal:e,f~~~ts,as well as all hou;s~~O:l'd,; ::'/'>."" ,'goods a~4.,,equipment which l l1Uly owq.i;',~~mr~ff!~ANG~INE N.r~r~;"'~'::': ;:,'1£:Sh~'::U\v!ves me.' ,,..,':;t, ,,' devise''~d>bequeath to ~ywife,ANGEiINEN~FRY ,absolutely,sQ:'1l1P~h ,~~' , , ;,"<,;,,:,,''}/';:;;:.!'''<..'" my estat~':~s will afford'My estate the'~ii:num allowable'maritat:;:4~duction,,;, ,'"',":',,~,'.'«'i;\:~('.', under Federal Estate T~La.Wswhen tl}!s share ,of my estate,S()':g~y~n"is, :.'.:-..'<.li'~;l1,,'~-.'.•. considered with any anda,ll other prppertyof Udne passing or wh'ich,',has.~,J,; .,1 In the event my"Wife fails to survive.~;I:.:I"r ,and beque~t4 the aforesaid items tc(,my'\t.rife's children,Ffullicis,'~D.1EGIDIO'~d Josif~i~PERRY,or tIlesurvivo~;'t~be distribut~d amoog i~~j~~sthey ;;~."<,.,":.::~.:;'.~;.,:,~,:,~}~.:';.' shall m~tfulily agree,or 'in the 'absence of suc~agreement,as~~'ri{Y'Ef~cutor' ,',:,'""':'..':-~:..;:::'~'' ,,"in 1t~s~le 'discretion,fihalldeemctdv;lsable,making stIch disb:'!tiut'fon iri ','~I:\''":'"':"'>"""';;:.;,:f~;~',,'tlearl*'ii~q us1 shares as posslbIe ':~"¥::>;: ,"-r~"'I -.',. ,.~'.~ ,"'".'.~:,.."~, '~~~l~~~~ f .).~,"c ~,,~ :'::!:';:~:i~~:;'>'"'.;;,'~' .',,.~ ," ,~", ,,';;';.'.. ".J. '., "., .-j-.:-.\';,• ':pas~ed t~:JIri.wife under the ProviSi~ns,.'of:this Will or otherwis,~:and Which oth¢~property is included inL:th:~marital deduction'allo~ed:my estate. 'I .,'.•'..'~..",.. . .~>;'''.:',':.~\'_\~:''r''.,,,,.~._\.,,,, :':it ',', .'" ,"'. .l'. ':''..".:.' ,,f'"\'[ ,,~.";",'. \',:.. 'OJ:it. " .." ;~.,. •1 '. ';~:; 'i'·,I. ~.:~7~r~~i?~(::::~~!,::l~~);.' ,.."_:',•,~',"',..I,' \ "t~ .I ",.'.. .,,There's~a3,:l be excluded from this d~wi~e andbequestanyassetlwhich'do not ~.,'..',':~ ,j-" qualifY:'~Ot the marital deduction.:'It,is my desire that any ~~s~ness OJ,"~.~,~;:.:~",~:" business,\;f.nterest which I own at the time of'my death'shall beallo'cat~d,"e;: ,',. ".. ....\to the b~quest to my wife,provided,'however,that such allocation'does not '?"..~; '''1 ";f':t.,~\.,/.,lr ,.'~"( In the event my wife and I should die either'.:'s:i~u1.time-'j,.,: ;},.,i: ";:!~.:~),.-: ,".'I~I.I'"oU~lyor,;:'~der circumstances which do:not afford sufficient evidence as to ,.,:1 .affect tfi,~;·size or validity of the marital deduction allowed my'estate. '~i' .. h".. ,'I ".. 1 ','who was the survivor ,it is my intention that it be presumed that my wi,fe 'j .........~~ :.:~. .~...' ,".' !.~,', ".'...- '1,1 I' as the'sa!n~'may be amended from time,tO't1me),.....':.p .....(and If for any reaso~the said Trust Agreement;i~iineffec- .:.", Revocable Life Insurance ,Trust Agreement dated FIFTH: '..~..;,'11,;'.:1.. ;'\FOURTH:'All the rest,residue .~.~:,(r ". d~v!se and bequeath to PITTSnU~GH NATIONAL BANK '.'~~,'':,~..,' .".:;~/~l. :' give, ..,' tive as a trust at the time the assets of my'estate are to be.added to it,.'...,~. then the property herein given,dev~sed and bequeathed to PITTSBURGH .":,;:~I t, ,.i·': survived:me. .'Lr:l '/' and actu~lly..L::;~~" ,executi~n';'of executed by me with'PITTSBURGH NATIONAL ~ANK priox;:to the' ./''/;.".."\. this Last Will and Tesbiment;said deviseandbeq4~~i';(shal1,', .'\....;:';:>f:",~.~'.' ,be added,to the principal of the aforesaid trust,to be held~r;dio'r dis~.'~...,....'.it ,;.(:,':'.'~ tributed;'as though an original part:th~reof. <'>.'.'.'.:"H •.that cer~f~n ."j .,,··.r"j·ii,. April'18,1969' .,,";,.,.~.1 '•. ~'" i,\-'1, '~.,.." ;,I~, ;.~.." ;. NATIONAL BANK,as Trustee under, 1'>, in trust~accordancewith the suc1}Trust Agreement shall be l;leld ,by 'it":,:j:':i~:~)~;-,;," provisions"of the said Agreeme~i',~in its ",'. ",-,'c ,'I :," :;.'",:'. \l .;" :,I,. form immediately prior to the execution of this Last Will and Testament. ,;.', ;.",'. .." !.. ,'. :"A.' ..';';\~::":""'~"·':c","c'~r,~;:,r·~t't~. ,,.i :1,' ';,t'" ".:''::~~,;:::'/:'":;~,¢.:,',: ,.~.:! ,! "'.:,",..'. ,, ,:. r:~rk~~N.f'""".........,.,.";'1,"!l~..,;,•... •\~-Jl',l.~~,¥f:<tJ.!'~""';R.•f'Nt"•,,~lY~.I '• .•'i • ,- i '..' " ".'. ~,. ."..'Z~ ;,.'. :i~:':~'~;;)' ......j'."":;';~~'+')+~ '..... .,." ".' '."~.;.. real ..': ','' .,~. \-'" ", " ". ", In addition to 'thc>powers'conferred by law;my .Execu-' ~:;~.I .,:'"' To make distribution of my estate ',','.:'.:.! mortgages,securities.::or ,other property, ""',,~:"",:::':.~,;/1 ''r')'~:; to the classes'\'9f sec~ritie6 or. D. ,' ,SIXTH: ":1. ."",~.. +,/• assets ii1>ldnd shall be in the sole discretiOn of my Executors'.'J,Assets~~!~~.'.;;'.'~:"/'. l '.:~.::>~'.'\~(~~;",..'.;:...'!t "distrib~:te:(l in kind':1I1 sa,tisfa,ctiotl,Pt,.F\Ily 'pecuniary distributfo.n,UAd~t:,\ :f.";.'::.1#,'..'•..'.:-.'~«:',~:~;'.,".~~.:. te~!,of this Will shall be distrib~ted at their values o~;/the datedate:'~;distribution..}~~:1'',." ."'~'~~'·.t:r;~;~·, ."il .~:t;~}~'~'~··:r \~'.r."','i;\'~ ~)~-'.;;':<. ,.iod autho'~i~ed by law.,,' •.~'.'•~;~'l' tors shaB::.have the following'd1i3cred~~ary powers: ',>~\:j~}' ,,..~. ;'.'"~it:::(;,If;,A~To retain 'aspaz;~:of mY estate any propert.y'received ",,hereunder,~,::with~~t any duty of ,d1ver~if~cation;and'which shal[>spe~kifi~',,:~· '"':·'.'~~"':',iJ~i~',,-..""1';"',',.' "cally iUc~iide any stock \'1hich I maY:,'QWn.':,at'~death 'in PITTSBU~GH;':):ii:;'" .'\':,":,!;)i,,',':i',':':':'"':··;):.i:.:>,~t; ~T~;O~~~'.'..,'...•..:"i j~:::i :.:.L'':."B..To invest andt=einvest the principal of "or parti1'~~kind and par.t1y in cash>and to this end, (j"' •~j'"';.~,; .~.\. '"",,', .,."',.\;,:-:.:;'. •",<,,",...,. .~'. "'~.', ,.•0,1"",;, l'.,..,..... i ~,J ,,' I " " ~.~".,i,. .. I',.) "01 '.i', ".'," ;,',. .:~: ,.'..I'.provisions ~d~n ;:';,L~~~:!"1,,' living,.shall. .~, Notwithstanding :the foregoing .\ addition'the:reto,my wif e."ANGEL INE N~FRY,if she is then .:.",l~• t"'~"•.''~,""I' have.the;final authority as to the management ,operation,'sal~?,:liquidation . ~'t,' or'rete~tion of any buSiness or bU~iness interest which sha1l:·,b~(:SOld· ..\..',.i;>::::. upon such 'terms and conditions and to such person,persons,'c'orporation or Ii',..\"'".,,[..>~"-. corpora,tions as she shall deem advisable,and my Corporate ExecJtO~,shall be ..... ",.. .,,'.or busiE~s's'interest to my Trustee iii':kind.Such business or'" ~~~~;~',;;':',',"<',~..;i,.)"::.' ;'...1nteres~'~ay be incorporated if my 'Executors deem such.actioI\advJ;s'abl~.'. ~':.'.}/'.'_.,".'.'.,'.··.~,t\::-~·-:'!..',\\,',':.:"}.''.,-";1\:.)-..-,~'j:!<.,f Hy Exec~tors,however,shall be author,izedto sell ,or'liquida£~'.'~ny:.,,,~)""..'..../t:".'~.,.,'.....:,...''.,\',.,;"..~;',f,::~"r1 ":;'..'r •I.'../. •'." busines¥',grbusiness interest uponsuc4 terms and'conditions~hl:t6 such'person.)~Jr~ons,corporation or co~~rlc,lt'ions'as they shall 'dee'tll·j:~·J~i~able. '.l~~J"...''/,'.Mr E~ec~~~rs shall be with.out liabil,ity for any loss arising fJom'or . ',''-.):1"..._.'!, ,;~I~I~• occasion~~b;the retention,'op~ration,and/or the sale or 1iq\iidationof·i:'~",;',;,..,; 'any sucb.,business or business inter~st. )'/!;':~~I' • .,.~/~~: ,,',:,./ ",(.,'.. ,; ...'~'"~,>• ",:' ": 1,'•. 'j;"1 ':.;(1 ',',}J::;r'(::;:., ~,~;/r,;~:-','. '.J,(:!\;}'E",',To retain in k1n~;:F'f'to continue to operat~,aa a>,'/",' .going cOljl~~tn'during the administra~1dn;':ofmYi:~state,anr busine:s~"or'·".t "., " .'.:,,'".~:.'j'A~.~::>~:'"'".;J ~.',',~.,......:::~',', . . .""('!...:' business",~~~erest \-1hich I may own or::i.t.l.\.mlch,l may have the coiltrolling .,::.'~L~:;'>I"~I~',.,;;?,;\,;~.~:".': interest"<;it::the time of my death,'B~:I\Q~g'a~'~uch retention anf,ope'~at.:ion.'....... '.,,.,'.,..'·'i~deeme~'1:f~Jvisab1e,and my Execut~r8 :~hal1'pe entitled to ad~q~~~ea~~,;. ;.\,.i,.'..!.~~asonClb'i~~~'~'compensationfor such se':lces in'connection wit~",':.'".. ,..,;(ri~ij<:!i,".,(.r :,," .'of any s¥ph 'business or business i~terest in addition'to the amounts..,.'.j;\:'~:;'r ,':,".:.;i ,:,,;).c. ,usually.'~~at'ded Executors in connecti~1.l·.\Yith·the administratio'p!:,'oi:~states: "1"~",I,.I •j:,....:....:,~~.,·;~:·;:<F:,.',1 :1'"~.< ,.'Dur.lug t~~:·period of time that such b~s;f.ness,or business intere/:;tf~~.,so",. ''';'"operat~~]:;i~~full responsibility fo:r'"ihe.management and operah.o~ther~~ ~:,;"".....~::,~:.::~~''':':~":':':~:..';",>'..',;:"..,,;:\,' :,of may bE!Qelegated to any person or'pe~sotls they may deem advis~b~e. '.."~·~""i,>,.'...t·.'\;"""I \ Furtheri;1UY:Executors shall be authcir:i~ed to distribute "~~ !,:1, ",..~, :i ;.'.,=....:.' •'.'"'7 :;;:.\..;~',:"{~ I ,,"'" I {;tl""'. ,' without liability for any 10S5 arising from or occasioned bf the,retention, ,".', ,i', ,--<,-4-..., 'r .'. r· .~.'. ,. ',': .,.:. ';..,' .:.~, , ,.,",J."/ "" />I • ;.~.'-:I.;• •~~• Inher1tanc~,Estate out of the 'principal' 1.-' -5~ ,j- .,.'. .., ..;-."-,:,{,~. ,,,::.\1 NINTH:,~'i~-i':" ,SEVENTH:I direct my Executors to pay of mY\'~eSiduary estate all F~de~~l Estate,State~.". .~ operat~on and/or sale or liquidation ':of such business or bus:ln~ss interest • .' ,••OJ • and Successj.on Taxes imposed'upo;n,or 'with respect to my estat~·o,r any~::1\\~","I propert¥.in which I may·have an'in~e':i:est,including any prop~r~y.not ·1:·i·I.,:~::;:~·.:··t \~~."\J .'._.. ,formi~a~:a part of my testamentary estate but included in my\gross estate .':'~:,',t1:~.......'.,:....,,!I::;.~.";-.I_;"'....:1 , for t$:'pt;trposes,excep~any prope rty over which I have a taxable power' ,,',' '.:~. ·of app~intment1n the'event it shall be held that I have not.e*ercised:'i ....'r .;'.'.\.. P9~er of appointment'in thi$W£ll;at such times and'i~';'~ucb . ' .J:"',.','i';;::""}'}~'_l'J"..~..:;,':';~I'.I~::.,,:,,~my'£i~cutors,in their sole disc~~tiQn'shall deem advisable~,i~4'no such '1 :::i-'~':i::i",.;.,;:'Jf,.',.,0;:...,." ·taxes lor·,any portion thereof so p,ai~shall be collected from'ot paid by " .'.,i._,l,~.,,~I,..c.-'1 1..,.•_..,,:~~~.f.,::,..:-~'>1.::-"~'""anyot~~tperson,persons,'or corp~t'ations'by way of reimb~~~~~nt~:·". ,.:\~:~"..I,·it "..',-'.::-;·h "prora~.l~.~,apportionment or othel:'Wis.e.,'".,~+».,c,,' .........:..,:';>..~::.'(..~~..:,.~.'.,.,..··.·::tl:',.r·.·.:.·:,·..~.·,;..:.:··.,;~,·.:·;·:::,.:.;;.':.....'.,.•."'.'...•.....,'I )::',i..'·:·"r::3:/,,-::;~.,..<.<'i..;'.':,7,."..:;:;:~~t?';:~:.:?::: ..":'EIGHTH.:I name and api?o'~nt my Wife,ANGELINE N.,FRX",:-'::.'. "··.·.·~:\·t(,:·"!. and PI.rtS;BURGH NATIONAL BANK,'Pi~t~i,urgh,Pennsylvania,a.s Executors 'of .'.:-;;':,_~.";"<!":-.("';1',,>.-~,.~,:'q ,.:,".r:..'.>;:;r:r:·..:~.:~~:'..'_'".r~.:.~'>:~\."",'."T..;'>...,7.-'i>":Jt 1',(;""':"i:". ·this,:';rmy·Last Will andTestament~:Intheevent my wife,ei,thet;'at.the \::':'.'>;1"',;:.'..I '.,c','/;i?"i:,..:\~,,:,';;;:i'>;:~i,;,·.'. ..time"Q~'<my death or thereafter,<shO'uld be unwilling or unabl~>:'t.p &~.rve ., ""',.,,,I',>:(i:),''i..~::,:..':." ":,~;;-..s:·;<:·,\:>->:,\ :""::'\' ."for ~~tason.no successor sb:fbe appointed.....·••l~~;~1~~~,·:" .,'!.':,".Noindividua1'£iduciarY shall be requ.ire4:·to·post -:.'.";'" .'...t<,:··...'.''....."...{,::,~i'<..:'"'.',., bond ~t"Cl1lY additional security :(n'~my jurisdiction in whichfsuchfidu~\':' daiy :fh~be required to 'serve)",.''.··.,.•:,:..,'.k'l.'.1,j'j-;·".: ".,.-i...;'·'f "+"~_.,.i ".'~{.:..';'.\';..''j:. ,':;••'~'."}\:.<;."•'."'.1!~',"j".''."".' .<.r"·',~.~~.i~l...,:~{~},;~..~;;·~:;"'"1"-:"~",;~"''',.')l(:.![";-i~"t,'.',",,(,.-.r:_;.,:','.':.'. I appoint PITTSBURGH NATIONAL'BANK as Gtlatdianof'.'j" <',:\?:~;~.>" , ,:~b~erty which passes to a jn~rand"with respect tO~hi;5~';:'f.'::~~:· .,..'authorized to appoint a Guardian an,d have n,ot otherwise specifically .••\J. ~.,; '.~... . I •~.-:'~'j'"• ." ., ",".1". .i I '-l .,',,:-,';Ji /~,:,".'fC :','1:j"'::' ., 15" ".~. ;"( :," "',,"~;'. .;.. ...~ ...; ,"',:, -'.(, , \'''.1'" ~"..-.,I '.~• ..' •..:.....-..~I '...,i '..•':,-;'".,,"."',,I., j>,;J~,':;r<"j;>~'~";,,,'i' ::" ,,":'-;""";>i:~Address.!\,', ,,' ,~)Co'///"7/,,',/.'.'.:~:;1'If /.'I ,"j'""'1 t !.",,{< .,~d~:sL"A!,tl~:·d:-,,: Address :':'f?'//.:;;::>.¢if''C;:;;:: .i I C(.~ II I, " ..:'...• I"',;I. --",I' " -::' .:;, ':.~.',''.:i· ;.;. ,',j 'n 1;';.' :',',r... --------------------:--------------:-----:---------------------------------,".;~';?"."';,'r";·"''';l<m~';~i;:~fij~;"f;'':,;~!,i'.in""""","-,~ .$J • ,.,'1;.:. ,1:"",~".: ", ~.,.: '. i." fI'. i L~':':~,::.":-'J' ,l,.",:,' ,1,-' .,-... ',', " ..~-l::E -..J I ::0 . :.>f'T!:::J (J) -~~'". G)c..:(.>") .'. UJ :"-'..~..- C0 (-)":, z -<,....-·f 71~.),.,I r-..I -!::u r ..,.••J C:;)(f)<t 0 P ) 0 -~(~ ..J c.. ""'- Z ..J -'-~j -'0 ... <".1 (")w........... C.C ~0 0 ~:::u --"';.-.J1!a C) ~.- r- 0 ..LL :;:::c f"J ..,C)Z -0 r ,,-\C-:J :»(./')0 i.._.~f..--:'::f- .e ev'_.J en l I ,U.J L:,J t·.!; r-..,.'VO-___A- D- (j)t/) UJ (I)::r: V-J :':J c;en c::l.JJ <! C"> !--r--.. ,.'.,,-..•,.......>-\-;.,~·,;:·I·<,ii\·-',.:'.......-...:.:~~;-..4.-:.;,.;;.;;:;..tI,..,~..~............;.,;...,,,,,,,,.•,,~,:;..,~,h\\:"f{·-,':\~'~t,,\·",-"'...:,.,':'1".:'.I~;....,~.".~\·...~"'._~·r '~'l'~""~"~-<''';' L3-70-~35 @, ....,!.-.;,~,:;"",-,..--:~:.~-~,~;':k.~_:~~~(~~~.,",~~.I._....~5)"'· " IJ\ST WILL AND TESTAMENT I,llliNRY L.FRY,of Washington County,Pennsylvania,being of CHHInd mind and memory do make,publish and declare this my Last Will and T~utalffcnt,hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. FIRST:I direct my Executors to pay my debts,the expense~ of my last illness and my funeral expenses. SECOND :~I give and bequeath all DIy jewelry,automobiles, clothing and other purely personal effects,as well as all household goods and equipment which I may own,to my wife,ANGELINE N.FRY, 1f she survives me. In the event my wife fails to survive me,I give and bequeath the aforesaid items,to my torl.fe's children,FRANCIS D'EGIDIO and JOSEPHINE PERRY,or the survivor,to be distributed among them as they shall mu~ually agree,or in the absence of such agreement,as my Executor, in its sole discretion,shall deem adVisable,making such distribution in as nearly equal shares as possible. THIRD:If my wife,ANGELINE N.FRY,survives me,I give, deVise and bequeath to my wife,ANGELINE N.FRY,absolutely,so much of my estate as will afford my estate the maximum allowable marital deduction under Federal Estate Tax Laws when this share of my estate,so given,is considered with any and all other property of mine passing or which has e ... r:r 1.H SO :1.40n j)7 l-),1:)0 0 9 so 30.00 l?'f)O 1 4 h.n 0 15 () C),0 0 I- 3.00 1 2 2 0 9 2 3 1,1 (j 0.0 ()1 1 3 8 4 2 7 ""1,1 d 0.0 ()3 ~0','.2 3 r::::')...J ',' 1.5 n 0.0 ()- '1)b d 9 .0 0 'I)0 cJ 9 ()n '1 ! '.,I .' r:' '~..'< passed to my wife under the provisions of this Will or otherwise;and which other property is included in the marital deduction allowed my estate• .There shall be excluded from this devise and -bequest any assets which do not qualify for the marital deductio,n.It is my desire that any business or business interest which I own at the time of my death shall be allocated to the bequest to my wife,provided,however,that such allocation does not affect the size or validity of the marital deduction allowed my estate. In the event my wife and I should die either simultane- ously or under circumstances which do not afford sufficient evidence as to who was the survivor,it is my intention that it be presumed that my wife survived me. FOURTH:All the rest,residue and remainder of my estate,I give,devise and bequeath to PITTSBURGH NATIONAL BANK as Trustee under that certain Revocable Life Insurance Trust Agreement dated ------ April 18,1969 and actually executed by me with-PITTSBURGH NATIONAL BANK prior to the execution of this Last Will and Testament;said devise and bequest shall be added to the principal of the aforesaid trust,to be held and/or dis- tributed as though an original part thereof. FIFTH:If for any reason the said Trust Agreement is ineffec- tive as a trust at the time the assets of my estate are to be added to it, then the property herein given,devised and bequeathed to PITTSBURGH NATIONAL BANK,as Trustee under such Trust Agreement shall be held by it in trust in accordance tv.lth the provisions of the said Agreement in its form immediately prior to the execution of this Last Will and Testament. -2- .•'-~r,'P!'.CI~-;P,,,";"""'iT!"'~w E:''-.''"'!I #";-_~jh ,.•~._FN~-.--...,.,....--__~,;..,....-,""l'F.~.-*'_-~_·---......--..'~1-_..~...~..._-------~..__._._.- SIXTH: ; In addition to the powers conferred bylaw,my Execu- tora shall have the following discretionary powers: ~ A.To retain as part of my estate any property received hereunder,without any duty of diversification,and which shall specifi- cally include any stock which I may own at my death in PITTSBURGH NATIONAL BANK. B.To invest and reinvest the principal of my estate in stocks,bonds,mortgages,securities or other property,real or personal, without being limited to the classes of securities or investments in which fiduciaries are by law authorized to invest funds. iC.To sell,exchange,lease,encumber,option or otherwise ! dispose of all or any portion of my estate,real or personal,in such manner and upon such terms and conditions as shall be deemed adVisable,and_to make,execute and deliver deeds,mortgages,leases,assignments and other documents necessary to effectuate any powers herein granted and which shall specifically include the authority to grant leases extending beyond the per- iod authorized by law. D.To make distribution of my estate in kind,in cash, or partly in kind and partly in cash and to this end,allocation of assets in kind shall be in the sole discretion of my Executors.Assets distributed in kind in satisfaction of any pecuniary distribution under the terms of this Will shall be distributed at their values on the date or dates of distribution. -3- 1.11*.-••il.n••II••••II1_m'.M1..._ I J -, .,..,J ...... " E.To retain in.kind and to continue to operate as a going concern during the administration of my estate,any business or business interest which I may own or in which I may have the controlling interest at the time of my death,GO long as such retention and operation is deemed advisable,and my Executors shall be entitled to adequate and .reasonable compensation for such services in connection with the operation of any such business or business interest in addition to the amounts usually awarded Executors in connection with the administration of estates. During the period of time that such business or business interest is so operated,the full responsibility for the management and operation there- of may be delegated to any person or persons they may deem advisable. Further,my Executors shall be authorized to distribute any such business or business interest to my Trustee in kind.Such business or business interest may be incorporated if my Executors deem such action advisable. My Executors,however,shall be authorized to sell or liquidate any such business or business interest upon such terms and conditions and to such person,persons,corporation or corporations as they shall deem advisable. My Executors shall be without liability for any loss arising from or occasioned by the retention,operation and/or the sale or liquidation of any such business or business interest. Notwithstanding the foregoing provisions and in addition thereto,my wife,ANGELINE N.FRY,if she is then living,shall have the final authority as to the management,operation,sale,liquidation or retention of any business or business interest which shall be sold upon such terms and conditions and to such person,persons,corporation or corporations as she shall deem adVisable,and my Corporate Executor shall be without liability for any loss arising from or occasioned by the retention, -4- .·',"1 I, ••-.'-.-li'iiiii ;;;~-;-:-:-~:'.=-:'-:.-:-'::::=====.='-.=-=-=-=-=-_.._...........,..._..............,""",··...-..·--."""'h........_.,..............."""........,......_.._........".....,......_·_·'+.....·~--:.l1 I iI j operation and/or sale or liquidation of such business or business interest. SEVENTH:I direct my Executors to payout of the principal proration,apportionment or otherwise. 1I I 1 of my residuary estate all Federal Estate,State Inheritance,Estate and Succession Taxes imposed upon or with respect to my estate or any property in which I may have an interest,including any property not forming a part of my testamentary estate but included in my gross estate for tax purposes,except any property over which I have a taxable power of appointment in the event it shall be held that I have not exercised such power of appointment in this Will,at such times and in such manner as my Executors,in their sole discretion shall deem advisable,and no such taxes or any portion thereof so paid shall be collected from or paid by any other person,persons,or corporations by way of reimbursement, \ EIGHTH:I name and appoint my wife,ANGELINE N.FRY, and PITTSBURGH NATIONAL BANK,Pittsburgh,Pennsylvania,as Executors of this,my Last Will and Testament.In the event my wife,either at the time of my death or thereafter,should be unwilling or unable to serve for any reason,no successor shall be appointed. No individual fiduciary shall be required to post bond or any additional security in any jurisdiction in which such fidu- ciary shall be required to serve. .' NINTH:I appoint PITTSBURGH NATIONAL BANK as Guardian of any property which passes to a minor and with respect to which I am authorized to appoint a Guardian and have not othervlise specifically -5- ••U·...l1llml....II-_~iii_.·-iiii.ii1n;~;;:::.~.;;;;;';::.::;":':~':'-:...:-'._~..-::.:-:.="-~_.__......,.-,4["'1 II 1, 1 fi 1 '.'t '. , t ".,~done"so";-granti~g it'·i~thia~apllCi ty the power to agree to anydistri- bution pfthe said property that it deems advisable;the power to retain any property,real or personal,received by it in kind and the power and authority to sell the same upon such terms and conditions as it believes advisable,giving good title to any real estate thus sold;and the power and authority to invest in such stocks,bonds and/or other investments it deems advisable,without being limited to those investments in which guardians are by law required to invest minors'funds;and the power and authority to disburse to or for the benefit of the minor wards so much of the income and the principal of the minor's share of the said property as it,in its sole discretion,deems advisable for the minor's comfort, maintenance,support and complete education,including preparatory,college and post graduate or professional training,and to aid the minor in the event of any'illness,injury or other emergency affecting the minor wards wherein money is needed.Any disbursements hereinabove authorized may be made to the parent,guardian or such other person as may have custody of the person of that minor at the time such payments are made,without lia- bility on the part of PITTSBURGH NATIONAL BANK to see to the application of said payments by the payee,and the receipt of any such person shall be a full acquittance of PITTSBURGH NATIONAL BANK as to any amount so paid. I 19'(i. WITNESS my hand and seal this 1";(day of /:-/zL I (-I'!'---0'"------..:...s?~..:::::1..-'•..----- Signed,sealed,published and declared by the above named Testa- tor,HENRY L.FRY,as and for his Last Will and Testament,in the presence of us,who at his request,in his presence and in the presence of each other have hereunto subscribed our names as witnesses. -";,/I,d /9 d/I~";.,/t/.-,(~,/""7 7..r"":;?~;,./I~) Address -;by S~J?~e::.-.-, Address Address -6- _••01.11I••••0=.111 _..·.--.--.-.,;.;"~;;;."=:-=-':"-:":'-.-=-_._~-"._---,