HomeMy WebLinkAboutOC1970-1027 - ESTATE OF NALLEYJ
LAST WILL AND TES'li\MENT OF AR'l'HUR IUCIUlRD NALLEY.
I,Arthur Richard Nalley,also known as Arthur R.Nalley,of the Borough of E"st
Washineton,Washington County and COlilDlolmealth of l'enllsyl'/ania,bein~of sound ndnd and
memory,do hereby make and declare this to be my Last Will and Testament,and I hereby
revoke all former Wills by me made and intending hereby to dispose of all of the estate
of which I may be seized or possessed at the time of J11Y decease.
1.I hereby direct that all of my just debts and all of my funeral eJqlenses be paid
as soon as conveniently may be after my death.
2.I hereby give and bequeath all of my personal effects such as clothing,jewelry
and furniture of 'Which I may be seized or possessed at the time of my death to my cousin
Edward A.Howell in kind to be his absolutely.
3.I hereby give and bequeath each United States Government Bond of which I may
be seized or possessed at the time of my death to the individual or person 'Whose llame
appears on the face of said bond as my beneficiary.
4.All the rest,residue and remainder of my esta.te,real,personal and mixed,
I give devise and bequeath to the Mellon National Bank and Trust COJlIpany of l"ittsbu~h,
Pennsylvania,in Trust,upon the following terms and conditions,to wits
(a)I hereby authorize and empower my Trustee in their absolute discretion,to
continue any investments which I may have at the time of my decease,until such time as
they deem it advisable to sell and convert the same.
(b)The net income from said Trust Estate shall be distributed semi-annually
to my cousin Vircinia M~Anderson and my second--couain Ai!u"y T.Howell,or to the 3urvivor
or ihem,share:arfd share alike,for aid during the terms of:their natural lives.
(c)..Upon the death of:the survivor of:my cousin Virgma May Anderson·and my
second~ousin 1I{arY T.Howell,named in (b)hereinabove,the corpus and undistribut<!d.
income accumulated at that time shall be distributed to the following named·individuals,or
•.to •••••'•.'
1',1
(d)
to the survivor or survivors of:them,share And share alike:
Clarence Herman Nalley·,my cousin.·
.Mamie Nalley Brenner,my cousLn.
Harl""1 Joseph HO'l,ell~my cousin.
Edward August Howeli,my couSin.
Arthur Lms How·ell,my c011.'31n./11 ...I n,1~A.• /()/.7)
_..__....Esther Ileese Cunni:.'\gham,my cousin by marriage.~."!..I/llt I1IJ ;I!f CI?V
Should none of the above named individuals be living "t the death of the
surviTor of my cousin Virginia May Anderson and my second-eousin }.I,try T.Howell,then the
corpus and Ulrlistributed lncorne accu,llulated at that time shall be distributed among my
heirs at law under the intestate lavro of the COlll:llonwea):th of ?flllnsyl-Jania.
5.My said cousin Virginia May Anderson and Illy second-cousia Mary T1 Howell shall
have no pl1iTer of anticipation,ru..ie":lation,or llSsi[!;l1TlUmt of an)'inCOffi'.l so to be paid to
them,and the same shall be payahl~only to ·them persoMlly and 311,,11 not be !'1ubjl!ct to
..
-.
~lY a~t~~hment,assignment,sequestration,or legal pr.ocess of any kind.
6..I hereby constitute and appoint the Mellon National Bank and Trust Company,
a corporation organized under the laws of the United States and having its principal
place'of business in the City of Pittsburgh,l"ennsyl-.rallia,Executor of and Tr~stee under
this my Last Will and Testwnent.
IN WI'£NESS WHE~OF,I have hereunto set my hand and seal this 21h day of ~.h,1951,
A.Do Arthur Richard Nalley -
We,the undersigned,hereby certify that the s aid Arthur Richard Nalley made and declared
the above instrument,consistin:of one page,on the day and date tf!cre.ot,to be his
Last Will and Testament,and on said day and date in our presence and sight signed the
same,and we,at his request;8."ld in his presence and sight,and in the presence and
s1.ght of eachother,hereby sign here as attesting witnesses thereto,believing the said
Arthur Richard Nalley to be of sound and disposing mind an memory,and about the age of
fifty-eight years•
.:.:!If.i~rd~M:::.i~t::.>c:Alh~ell~--,ResidVling at 26 LeMoyne Ave.Washington Pat
:::.Sur=:e~M:.t.._v~an~.::1.S:.Lyt~z!!.!am~a,--.Residi.ng at 96 LeMoyne Ave.Wallhlngton lOa.
The f.oregoing is a true and correct copy of the Last ~ill and
Testament of Arthur Richard Nalley."
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ESTATE OF
Arthur Richard Nalley
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IN THE COURT OF COMMON PLEAS OF WASHINGTON
COUNTY,PENNSYLVANIA J?~
ORPHANS I COURT DIVIS ION rc.;.i::J<).
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NO./1J;l7i/9'7CJ <:)-"
ESTATE OF
ARTHUR RICHARD NALLEY,DECEASED
TRUST FOR
VIRGINIA MAY ANDERSON
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
TRUSTEE UNDER THE WILL
JOHN J.HUGHES
Attorney-at-law
203 Main Street
Claysville,Pennsylvania
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO./tJ2 7i /97cJ
ESTATE OF ARTHUR RICHARD NALLEY,DECEASED
TRUST FOR
VIRGINIA MAY ANDERSON
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
TRUS TEE UNDER THE WILL
October 9,1970
Balance consists of the fo11owi
SUM MAR
PRINCIPAL-PERSONALTY
Stocks:
American Telephone and Telegrap
186 shares Capital
Y
TY
(r.,;$57,407 34
14,312 24t-
Balance $43,095 10 t.
$4,030 76 ~
3,414 29 C-
Balance 616 47 t
NET BALANCE $43,711 57e-
/
ng:
h Company
$4,067 51
6,162 50
$10,230 01
Page 9
Page 10
Page 7
Page 8
SCHEDULE "B"
INCOME-PERSONALTY
SCHEDULE "A"
PRINCIPAL-PERSONAL
FORWARD
Disbursements
Disbursements
Receipts
Receipts
Coca Cola Company
600 shares Common
AAT:ck
BROUGHT FORWARD
Eastman Kodak Company
800 shares Common
Gulf Oil Corporation
854 shares Capital
Demand Note:
$23,000.CIT Financial Corporation
Demand Note
Cash
INCOME-PERSONALTY
Cash
- 2 -
$10,230 01
3,782 29
5,042 63 $19,054 93
23,000 00
1 040 17
$43,095 10
616 47
$43,711 57
SCHEDULE "A"
PRINCIPAL-PERSONALTY
1955
May 27 Mellon National Bank and Trust Company,Executor
Estate of Arthur Richard Nalley,also known as
Arthur R.Nalley,Deceased:Cash and securities
awarded per Decree dated May 27,1955 in the
Orphans'Court of Washington County,Pa.,
as follows:
Stocks:
American Telephone and Telegraph Company
31 shares Capital $4,877.65
1953
Nov.
Receipts
20 Mellon National Bank and Trust Company,Executor
Estate of Arthur Richard Nalley,also known as
Arthur R.Nalley,Deceased:
Cash advancement $10,000 00
Eastman Kodak Company
110 shares Common
Gulf Oil Corporation
112 shares Capital
Mesta Machine Company
130 shares Common
Coca Cola Company
50 shares Common
Akron-Prospect Company,Akron,Ohio
30 shares Capital
Cash
4,533.45
5,106.32
4,956.25
6,162.50
1.00 25,637 17
13 337 99 $48,975 16 ~
1955
Dec.
1956
Dec.
1957
Jan.
Dec.
Stock Dividends
5 Received 4.48 shares Gulf Oil Corporation,
Capital Stock,in payment of a 4%stock dividend
on 112 shares,declared 9/27/55,payable 12/5/55
to holders of record 10/14/55
6 Received 5.80 shares Gulf Oil Corporation,
Capital Stock,in payment of a 5%stock dividend
on 116 shares,declared 9/24/56,payable 12/6/56
to holders of record 10/15/56
21 Received 5.50 shares Eastman Kodak Company,
Common Stock,in payment of a 5%stock dividend
on 110 shares,declared 11/20/56,payable 1/21/57
to holders of record 12/5/56
3 Received 6.05 shares Gulf Oil Corporation,
Capital Stock,in payment of a 5%stock dividend
on 121 shares,declared 9/24/57,payable 12/3/57
to holders of record 10/11/57
FORWARD
- 3 -
$000 00
000 00
000 00
000 00
$000 00 $48,975 16
1958
Dec.
1959
Mar.
Dec.
1960
Nov.
1961
Oct.
1964
Jan.
1959
May
Dec.
1960
Feb.
1964
June
BROUGHT FORWARD
2 Received 5.08 shares Gulf Oil Corporation,
Capital Stock,in payment of a 4%stock dividend
on 127 shares,declared 9/23/58,payable 12/2/58
to holders of record 10/10/58
19 Received 115 shares Eastman Kodak Company,
Common Stock,in payment of a 100%stock
dividend on 115 shares,declared 2/17/59,
payable 4/13/59 to holders of record 3/9/59
11 Received 11.88 shares Gulf Oil Corporation,
Capital Stock,in payment of a 3%stock dividend
on 396 shares,declared 9/22/59,payable
12/31/59 to holders of record 11/18/59
18 Received 12.21 shares Gulf Oil Cor.poration,
Capital Stock,in payment of a 3%stock dividend
on 407 shares,declared 9/27/60,.payable 12/6/60
to holders of record 10/13/60
13 Received 8.38 shares Gulf Oil Corporation,
Capital Stock,in payment of a 2%stock dividend
on 419 shares,declared 7/25/61,payable 12/8/61
to holders of record 10/13/61
20 Received 11.50 shares Eastman Kodak Company,
Common Stock,in payment of a 5%stock dividend
on 230 shares,declared 11/21/63,payable
2/10/64 to holders of record 1/3/64
Stock Splits
8 Received 62 shares American Telephone and
Telegraph Company,Capital Stock,in payment of
a 3 for 1 split on 31 shares held of record
4/24/59.Original 31 shares retained as part
of the split.
11 Received 264 shares Gulf Oil Corporation,
Capital Stock,in payment of a 3 for 1 split on
132 shares held of record 11/18/59.Original
132 shares retained as part of the split.
17 Received 100 shares Coca Cola Company,CQmmon
Stock,in payment of a 3 for 1 split on 50
shares held of record 1/22/60.Original 50
shares retained as part of the split.
11 Received 93 shares American Telephone and
Telegraph Company,Capital Stock,in payment of
a 2 for 1 split on 93 shares held of record
5/28/64.Original 93 shares retained as part
of the sp lit.
FOR WAR D
- 4 -
$000 00
000 00
000 00
000 00
000 00
000 00
000 00
$000 00
000 00
000 00
000 00
$000 00
$48,975 16
000 00
$48,975 16
BROUGHT FORWARD $000 00 $48,975 16
1965
Feb.1 Received 150 shares Coca Cola Company,Common
Stock,in payment of a 2 for 1 split on 150
shares held of record 1/22/65.Original 150
shares retained as part of the spli t.000 00
May 5 Received 232 shares Eastman Kodak Company,
Common Stock,in payment of a 2 for 1 split on
232 shares held of record 4/27/65.Original
232 shares retained as part of the split.000 00
1968
May 9 Received 400 shares Eastman Kodak Company,
Common Stock,in payment of a 2 for 1 split on
400 shares held of record 5/1/68.Original
400 shares retained as part of the split.000 00
16 Received 300 shares Coca Cola Company,Common
Stock,in payment of a 2 for 1 split on 300
shares held of record 5/13/68.Original 300
shares retained as part of the split.000 00
Oct.2 Received 427 shares Gulf Oil Corporation,
Capital Stock,in payment of a 2 for 1 split on
427 shares held of record 9/18/68.Original
427 shares retained as part of the split.000 00 000 00
1955 Disposition of Rights
Sept.22 Net proceeds of 31 American Telephone and
Telegraph Company rights,(Issued to holders
of record 8/25/55)$97.43
To reduce carrying value of 31 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,877.65
to $4,780.22,the difference being '.proceeds sale of rights 97.43 $000 00
1956
Oct.15 Net proceeds of 31 American Telephone and
Telegraph Company rights,(Issued to holders
of record 9/14/56)$218.78
To reduce carrying value of 31 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,780.22
to $4,561.44,the difference being
proceeds sale of rights 218.78 000 00
1958
Feb.25 Net proceeds of 31 American Telephone and
Telegraph Company rights,(Issued to holders
of record 1/24/58)$87.19
To reduce carrying value of 31 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,561.44
to $4,474.25,the difference being
proceeds sale of rights 87.19 000 00
FORWARD $000 00 $48,975 16
- 5 -
BROUGHT FORWARD $000 00 $48,975 16
1961
Mar.14 Net proceeds of 93 American Telephone and
Telegraph Company rights,(Issued to holders
of record 2/23/61)$124.93
To reduce carrying value of 31 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,474.25
to $4,349.32,the difference being
proceeds sale of rights 124.93 000 00
1964
Mar.12 Net proceeds of 93 American Telephone and
Telegraph Company rights,(Issued to holders
of record 2/18/64)$183.01
To reduce carrying value of 93 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,349.32
to $4,166.31,the difference being
proceeds sale of rights 183.01 000 00
1970
May 8 Net proceeds of 186 American Telephone and
Telegraph Company rights,(Issued to holders
of record 4/10/70)$98.80
To reduce carrying value of 186 shares
American Telephone and Telegraph
Company,Capital Stock,from $4,166.31
to $4,067.51,the difference being
proceeds sale of rights 98.80 000 00 000 00
1955 Gain on Sale of Assets
Aug.16 Net proceeds sale 130 shares Mesta Machine
Company,Common Stock,as follows:
100 shares at 50.25
30 shares at 50.$6,461.21
Carrying value 4,956.25 $1,504 96
Dec.16 Proceeds sale .48 fractional share Gulf Oil
Corporation,Capital Stock at 85.25 $40.92
Carrying value 21.04 19 88
1957
Feb.14 Net proceeds sale 1 share Gulf Oil Corporation,
Capital Stock at 112.25 $106.16
Carrying value 41.86 64 30
Mar.15 Proceeds sale .50 fractional share Eastman Kodak
Company,Common Stock at 84.85 $42.42
Carrying value 19.63 22 79
Dec.26 Proceeds sale .05 fractional share Gulf Oil
Corporation,Capital Stock at 116.75 $5.84
Carrying value 1.99 3 85
1958
Dec.26 Proceeds sale .08 fractional share Gulf Oil
Corporation,Capital Stock at 119.083 $9.53
Carrying value 3.06 6 47
FORWARD $1,622 25 $48,975 16
- 6 -
BROUGlIT FORWARD $1,622 25 $48,975 16
1960
Jan.11 Proceeds sale .88 fractional share Gulf Oil
Corporation,Capital Stock at 34.75 $30.58
Carrying value 10.92 19 66
Dec.12 Proceeds sale .21 fractional share Gulf Oil
Corporation,Capital Stock at 30.75 $6.46
Carrying value 2.53 3 93
1961
Dec.13 Proceeds sale .38 fractional share Gulf Oil
Corporation,Capital Stock at 43.6125 $16.57
Carrying value 4.49 12 08
1966
Mar.17 Net proceeds sale 64 shares Eastman Kodak
Company,Connnon Stock at 116.$7,379.43
Carrying value 605.17 6.774 26 8,432 18
1953 Purchase of Assets and Temporary Deposits
Dec.29 1,052 units Mellon National Bank and Trust
Company,Collective Trust Fund "c"at 9~50l53788 $9,995 62
1955
June 24 1,353 units Mellon National Bank and Trust
Company,Collective Trust Fund "C"at 9.85756461 13,337 28
Oct.7 617 units Mellon National Bank and Trust
Company,Collective Trust Fund "C"at 9.71094914 5,991 66
1956
Dec.28 .20 fractional share Gulf Oil Corporation,
Capital Stock at 111.22 20
1959
Mar.20 91 units Mellon National Bank and Trust
Company,Collective Trust Fund "c"at 8.54102118 777 23
1964
Mar.4 .50 fractional share Eastman Kodak Company,
Common Stock at 125.52 62 76
Apr.24 33 units Mellon National Bank and Trust
Company,Collective Trust Fund "c"
at 9.076296854 299 52
1966
Mar.12 $7,000.United States of America Treasury Notes
A-1970,5%,dated 2/15/66,due 11/15/1970 7,045 94
Apr.19 $27,000.United States of America Treasury Notes
A-1970,5%,dated 2/15/66,due 11/15/1970 27,219 38
1970
Sept.28 $23,000.CIT Financial Corporation
Demand Note at 100.23.000 00
$87,j/51 59
Cash expended in purchase of Assets and
Temporary Deposits 87,751 59 000 00
!
$57,407 34 ~
- 7 -
1967
Jan.
1970
Oct.
5
9
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
Administrative Expenses
Internal Revenue Service:
Income Tax on profits for years ending
September 30,1955 and September 30,1966
John J.Hughes,Esquire:Attorney's fee
$529 66
2,500 00
9 Mellon National Bank and Trust Company:
Compensation as Trustee 7.843 15 $10,872 81
1964 Loss on Sale of Assets
July 24 Proceeds sale 21 units Mellon National Bank
and Trust Company,Collective Trust Fund "c"
at 9.144509825 $192.03
Carrying value 202.93 $10 90
1966
Apr.15 Proceeds sale 3,125 units Mellon National Bank
IandTrustCompany,Collective Trust Fund "C"
at 8.814102395 $27,544.07
Carrying value 30,198.38 2,654 31
1970
Sept.21 Net proceeds sale $34,000.United States of
America Treasury Notes A-1970,5%,dated 2/15/66
at 99.625 $33,869.50
Carrying value 34,265.32 395 82 3,061 03
Miscellaneous
Accountant claims credit for the value of the
following securities for the reason said shares
were determined to be worthless:
Akron-Prospect Company,Akron,Ohio
30 shares Capital Stock
Stock received 2/10/64 determined to be income
and distributed 6/1/64 to Income Beneficiaries,
as follows:
11.50 shares Eastman Kodak Company,Comm~n
Stock,received 1/20/64,as payment of a'5%
stock dividend on 230 shares,declared 11/21/63,
payable 2/10/64 to holders of record 1/3/64,
delivered to beneficiaries,as follows:
Virginia May Anderson:
5 shares,carrying value $94.56
Cash in lieu of 0.75
fractional share 94.14 $188.70
1 00
Mary T.Howe 11 :
5 shares,carrying value $94.56
Cash in lieu of 0.75
fractional share 94.14
- 8 -
188.70 377 40 ~
$14,312 24 C.
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
The following receipts and disbursements cover
the period 2/26/70 through 7/8/70:Schedule of
all previous income receipts and disbursements
will be waived.Balance per statement dated
2/26/70
Dividends
American Telephone and Telegraph Company,Capita1
186 shares 4/1/70 to 10/1/70
Coca Cola Company,Common
600 shares 4/1/70 to 10/1/70
Eastman Kodak Company,Common
800 shares 4/1/70 to 10/1/70
Gulf Oil Company,Capital
854 shares 3/10/70 to 9/10/70
Interest-Bonds
United States of America Treasury NotesA-1970,
5%,dated 2/15/66,duE'11/15/1970
$34,000.5/15/70 to 9/21/70
Interest-Demand Note
CIT Financial Corporation Demand Note
Interest received during the period
9/28/70 through 9/30/70
- 9 -
$362 70
648 00
600 00
960 75
$000 00
2,571 45
1,445 92
13 39
$4,030 76 c..
SCHEDULE "B"
INCOME-PERSONALTY
Disbursements
1970 Administrative Expenses
Oct.9 Mellon National Bank and Trust Company:
Compensation as Trustee through 10/8/70 $201 54
1970 Distributions
May 11 Ambrose Mayfield,Executor of the
Estate of Mary T.Howell, Deceased:
Accrued income to 4/1/70 $712 75
Sept.29 Edward A.Howell:Income payment 500 00
29 Harry J.Howell:Income payment 500 00
29 Arthur Lewis Howell:Income payment 500 00
29 Clarence H.Nalley:Income payment 500 00
29 Namie Nalley Brenner:Income payment 500 00 3 212 75
,
$3,414 29 ~I
I
-10 -
,..'
COMMONWEALTH OF PENNSYLVANIA)
55
COUNTY OF WASHINGTON )
ARLIE W.OTT,Trust Officer of the MELLON
NATIONAL·BANK AND TRUST COMPANY,the above named Accountant,being duly
sworn according to law deposes and says that the disbursements shawn in
the account have been made to the parties entitled thereto;and that the
account as stated is true and correct as he verily believes.
~icer
Sworn to and subscribed
before me this d t!Jt:£.,day
A.D.1970
,~£~
J.":.i ,'-",'Notary Public'J;.1f.~~a,~
7 '.,-".~~ST FOR DISTRIBUTION
--~"/71
Accountant requests that distribution be determined
by the Court in accordance with the Petition for Distribution to be offered
in,evtdence at the audit of this account.
Mellon National Bank and Trust Company,
J
·.g:.§.t.~:l;i.~9J;.
.............ARTH11R..R.I.CHARD NALLEY.,..
.........................................................p.~.Q.~.~.~.e.d .
Dt:
lin mqt C!1ourt of C!1ommon 'leun
Df l1tl1usqtngton C!1ountg.1Ia•
Orphans'Court Division
.F..Q;r..!.Y..I.RG.IN.IA MA.y..A.NDERSO'N .
No.),..Q.?7,.9.+....1~7.Q ~, .
Enter Joy.......Appearance for the A.c.c.ount.ant ____.__in the above
stated case .
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................~<:I£tff~"
Attorney for ..Accountant --~.ROBERT CRAWFORD,
To
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Prothonotary ..De.c.emb.er 15th __. ,197.Q•..
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Form for Guardian or Trustee
'tlitton ~ur 1\u~it
lJu wqr (@rpqaus·OJourt of lIusqiugtou mouuty
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Estate of A.RI.H.UR..RlG.HABD NALLEY..,.
Deceased...............................................l ..
For Y.~9.~N:0:..~X ~~.~g.~.QN ..
Date of trust
E:K~D.e.c.r.ee dated..Ma¥.2'J..,.1.9.5.s ..
If there have been former accounts
filed in this estate,list:
Filed at No JQ.?l of 191..7..0
Fiduciary M~.n9.P.:..N~ti.Qnii!-lJ?.9:Dk &...:r..r.u.~.t .
.g.9.J.r..;r.:Y.~.t.e.e.uudeI:.7.Will...
Place o~record N 95 f 1955 A Aofappolntment.9.~~~~..,..
Washington County
Death of Mary T.Howell,life tenant,April 1,1970.'.Death
Reason fo!filing this .account.....9..L~~!..y.J.y.~.P.:g,..U~.~...~~.~p.:t."....Y~!:,g~gt.9:...Me.y...An.d.~.;r..§.9.na ....J.une...Z:9.,....19..7.0...
All person~having any"interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Clarence Herman Nalley
Mamie Nalley Brenner..
Harry,Joseph.Howell ;<.._~
Edward August Howell .
Arthur Lewis Howell
Commonwe_alth of.~e~lUsylvania
Remainder interest··~).-.-
Remainder interest
Remainder interest
Remainder interest
-Remainder interest
Tax on remainder interest
All of said parties have received notice as required by the Court Rules except as follows:
None .),
The fund now before the Court is subject to the following taxes:,)~-.
Pennsylvania Inheritance Tax on remainder interest
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
Esther Reese Cunningham,niece named under Paragraph 4(c),died March 30,1960•
.-)
.~r
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
See Schedule "All Attached
Principal $1:}1..9..~.:?.~.)9...
Income $9..!..1?.!..1.7 .
Additional credits not shown in account:
(Indicate whether income or principal)
See Schedule "All Attached
Total additional debits
.Tofal additional credits
$1.14.,..2.a.6 Q.5 .
}
$ .25 00............................................................
Balance for distribution Principal $!§.7...JJ?.,..Q.~..
Income $§.~..?.,..~.7 '
Total .$..J..??~..?.?..?..!I?..?...
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
?
Princip-al-~ersonalty ,
CIT Financial Corp.Demand Notes
Ford Motor Gredit Co.Demand Notes
General Electric Gredit Co.Demand Notes
U.S.A.Treasury Bills 5.831%due 1/28/71
Cash.on hand
23,000.00
4,000.00
2,000.00
128,083.80
28.,85 157,112.65
Income -Personalty
t Cash on hand
,,
'1
-\
.}
.,
},85,9.97}
~57,972~62
.,
I~-~16 ~
,
;
.:
201-140
TRUSTEE UNDER THE WILL OF ARTHUR RICHARD NALLEY,DECEASED
Receipts and Disbursements since filing First
and Final Account through November 25,1970
Balance per Account:
PRINCIPAL-PERSONALTY
Add:
Net proceeds sale 186 shares American
Telephone &Telegraph Co.Capital @ 44.00
$8,184.00
Carrying value 4,067.51
Net proceeds sale 600 shares Coca Cola Co.
Common @ 76.25 $45,749.08
Carrying value 6,162.50
Net proceeds sale 800 shares Eastman Kodak
Co.Common @ 68.00 $54,398.90
Carrying value 3,782.29
Net proceeds sale 854 shares Gulf Oil Corp.
Capital @ $29.00 $24,765.50
Carrying value 5,042.63
Purchase $4,000 Ford Motor Credit Co.
Demand Note $4,000.00
Cash expended 4,000.00
Purchase $130,000 USA Treasury Bills dated
7/30/70,5.831%due 1/28/71
$128,083.80
Cash expended $128,083.80
Purchase $2,000 General Electric Credit
Corp.Demand Note $2,000.00
Cash expended 2,000.00
Less:
Register of Wills,Washington County,Pennsylvania,
Filing fee
INCOME-PERSONALTY
Add:
CIT Financial Corp.Demand Note
Interest earned 10/1/70 through 11/18/70
Ford Motor Credit Co.Demand Note
Interest earned 10/23/70 through 11/22/70
616.47
213.83
23.05
$43,095.10
4,116.49
39,586.58
50,616.61
19,722.87
o
o
o
$157,137.65
25.00
$157,112.65
General Electric Credit Corp.Demand Note
Interest earned 11/2/70 through 11/19/70
Balance consists of the following:
PRINCIPAL-PERSONALTY
Temporary Investments and Deposits:
CIT Financial Corp.Demand Note
Ford Motor Credit Co.Demand Note
General Electric Credit Corp.Demand Note
$130 ,000 USA Treasury Bills dated
7/30/70,5.831%due 1/28/71
Cash on hand
INCOME-PERSONALTY
Cash on hand
6.62
23,000.00
4,000.00
2,000.00
128,083.80
,
859.97
$157,972.62
$157,083.80
28.85
$157,112.65
859.97
$157,972.62
_~I
,r Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
•portions unless specific amounts or items are designated by instrument under which estate is being distributed:
Accountant respectfully requests your Honorable Court to award balances,principal
and income,equally to Clarence Herman Nalley,Mamie Nalley Brenner,Harry Joseph
Howell,Edward August Howell,Arthur Lewis Howell after payment of balance due the
Commonwealth for Inheritance Tax,subject to the Court's interpretation of paragraph
4(c).
,-.
"
\..,
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,And your petitioner will ever pray,etc.
being duly ~~9..!".B doth depose and say that the Mellon National Bank &Trust Co.,
facts set forth in the foregoing petition are true to the Trustee under Will of Arthur Richard Nalley,
best of i.t./?knowledge and belief..R.~.~.~.9r.§.~d fQ;t:Y.:ir.ginia..Ma¥..Andex.s.Qn ..
JJ~~~;...4'.~-:to ""d subscribed before rue .1?y.;_~?{~L.t ..__.
This /:-.z::.~~.~"..day of...:P..~.s.~m.1?~.!"lgI70 Trust Officer.-"~',\\';'-/'.-~,./?~-'.'-S1gnit~rei ~f OffiC%.~r~~vt'af~.
.~....
Title of Officer ;y.{.~.~.h.t.Bg,t.9.g..gg.~gt.y.f ....R.~.Bg:?Y 1vania
.~........,v ~
Office expires .-~J.9r.:g;g.ii\-.r.y.?,.J~"l9..1..L .
RUS:5ELL Itt,fllNG
F';EGI;:;T EH 0 F \'/1 LLS
WASHINGTON CO.,Pil..
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Jrtitinn ~ur kt~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No.......JQ.?..7.........of •.19...70
ESTATE OF AR.I.fIJJ.R..RJG..HA.RP .
..............~~.~.~.~.YL ..P.~.q.~A§.~P ..
FOR Y.~9J.NJA MA::x:A.NP.~R.$..QN .
·~~:::::iif~·t~;:;~;;t··..
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
s.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
...............................!..??-?:!..!~.~g,b:~..~..
Counsel for accountant.
~2
,
'7 I J~14 I9 IHi iO 30
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In t11r arnurt nf arnmmnn JUrns nf lIusl1ingtnn arnunt!}.
Jrnnsylnuniu.(0rp4nn.at arnurt Iliniswn
ESTATE OF
Arthur Richard Nalley,
Trust
No.1027 of 1970
In the matter of ther---:F:..:in=a=l _
Account of Mellon National Bank and Trust Co.
Trustee
ADJUDICATION AND DECREE
And now ,January /?19-.1L this matter came on for hearing
audit and distribution at this session and testimony taken;I and the;eupon,upon due consideratio~
thereof the balance for distribution in the hands of the Accountant is determined to be
$..157,972.62 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant .in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Additional credit asked at audit
Balance per account 1 .
Additional debit asked at audit ~
25.00
$43.711.57
$157,997.62
27181.32
Balance,_
Deduct Clerk's Costs &Receipts'-_
At'torney --=J..=o:.:;hn::.:...;J::;...:....:,H::.;:u:s;oghi:,;::e,;;;s:;...-_
Russell Marino,Agent,transfer inheritance tax,due
on remainder interest at death of surviving life
tenant,
Clarence Herman Nalley,cousin,1/5 remainder,
Mamie Nalley Brenner,cousin,1/5 remainder,
Harry Joseph Howell,cousin,1/5 remainder,
Edward August Howell,cousin,1/5 remainder,
21958.02
J $135,906.60
27181.32 ~t-.s--7 /
PatY~.J-/If'~-f /)'J,.27181.32 /i
27181.32 ~~~tl~
Arthur Lewis Howell,cousin,1/5 remainder,
.<'",
No balance
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COU RT DIVISION
IN RE:
J
ESTATE OF
ARTHUR RICHARD NALLEY,
No.1027 of 1970
is J 9hn J.Hughes.Mr.Hughes?
the Trustee is Mellon National Bank &Trust Company.'!I7ihe attornEty
Nalley,deceased.j :1'::The Trus,t is for Virginia May IAindff,NLOn and
-.!
-'I
It
i Deceased.
~>-IIIZZIIIII.
ig BEFORE:
I!lz
iIII;
ti APPEARANCES:
ii:..IIIii
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Uii TIME:::I'"I
:E~N
~THE COURT:
~II:oII.IIIII:..\II:::Io\J
.J0(
Uii:
""o MR.HUGHES:
I HEARING ON AUDIT',
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
,JOHN J.HUGHES~f,ESQ.,of Claysville,Penna.
repres enting the Accountant.
Tuesday,December 15,1970,at 10:00 o'clock
A.M.,EST.
trust
Number 1027 of 1970,the/estate of Arthur Richar~
If Your Honor please,I have the necessary papel s
"A-.signed,the Audit Petition and my appearance.This estate,the
first account was at Number 95 of 1955,A. A.And,this trl;lst was
set up to care for two life tenants during their lifetime.And on the
death of the surviving life tenant,who was Virginia May Anderson,
the estate became distributable to the remaindermen.One of the
2
remaindermen,,an Esther Reese Cunningham,a niece,died befo e
-
the death of the surviving life tenant.And under the terms of the
/
Will in paragraph 4 -C,there is a copy attached,her share would g
to the surviving remainderman.All of the investments have been
liquidated.And there is a remainder tax payable ·on the remainder
interest,but the balance for distribution is in cash.
1/
..~
'1
j
~z~THE COURT:g
~estate?IIIlL
ig
"z~THE COURT:
~
ti Court.
it~
is
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:J.,
Is there anyone else in Court interested in this tr st
(NO RESPONSE)
The audit of this account is ordered closed b,y"the
( A UDIT CLOSED)
proceedings upon the hearingThefOregoingrecordof
~1\1
uiII:~II:f I hereby certify that the proceedings and evidence are
IIIII:~~ontained fully and accurately in the notes'taken by me on the hearing of
ou
~the a.bove cause~and that this 'copy is a correct transcript of the same.uii:ILo
-.,
j•
of the above cause is hereby approved and directed to be filed.
.'
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IN THE MATTER OF THE ESTATE OF
Arthur Richard Nalley,Deceased,
Trust for Virginia :May AnderEsonEo,
IN THE ORPHANS'COURT IN AND'FOR WASHINGTON COUNTY,PENNA.
1027 of 1970NO.,_-=-=~~~~~~_
J
KNOW ALL MEN BY THESE PRESENTS,THAT I,Clarence Herman Nalley,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy·..J,L-T=-=r:....u~s~t~e~e"--_
.May Anderson,
OF THE ESTATE OF Arthur Richard Nalley,Deceased,Trust for Virginia/DECEASED.THE SUM OF
Twenty-Seven Thousand One Hundred Eighty-One and 32/100--($27.181.32 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No._---:1~0~2"-7.!.-.':o~f~1.L9i..7~0 _
WITNESS MY HAND AND SEAL THIS,__--'l.....t""-""h DAY of_--,F~e:.J.bL.rL1Ulaa,.Jr':-)¥-T 19-1..L.
W.8282
...,
.'--t ,.
1 ,
No.1027 Qf,-,--,:1,,-,9~7-'LO _
.'l
ol
"II
ORP'HANS'COURT ::-
']
..,.~"
ESTATE OF
,,
"
oj
oj
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Arthur Richard Nallev.De-~.'
ceased,Trust for Virginia May
Anderson,Deceased .,
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DOCKET ::;;;::,PAGE"..\
~.-:=::J -...;-W~;,
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---i ~-cRECEI~"F~._L , -..::co
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o :~1 :.~FROM"-;:'
/.::>;:i.>--:t!
lJ r-';;:;,::r-v~
;;.;,.(I')c)
Clarence HerrnaIPNallev:J
I<
TO I-.1
--:.J
~J
Mellon National Bank and Trllst
Co:rnpany,Trustee
,
,~
FILED 19__'
~~~~~~~~~~~---------_.-
IN THE MATTER OF THE ESTATE OF
Arthur Richard Nalley,Deceased
Trust for Virginia May Ande;~;;~~i3,
- ------~~~~~~~~~~~~~~~~~~~~~~~~----.
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
NO.1027 of 1970
KNOW ALL MEN BY THESE PRESENTS:THAT I,Mamie Nalley Brenne.r.
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY-L.--=T:....:r=-.=u'-=s:....:t:..:e::...e:::......._
1
ARTHUR RICHARD NALLEYOFTHEESTATEOF"
May Anderson,
Deceased.Trust for .VirginiariEcEASED,THE SUM OF
Twenty-Seven Thousand One Hundre9/Eigbty-On~a~32/100 --<527,181.32 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT NO.__"'""-----"1'-"0u,2.....7J.......jo.Jjf"----'1....9u7uO.L-~,,,
\\
WITNESS T gth Febru'ary '71MYHANDANDSEALHIS__....""'''''''---__DAY OF__-=-.=..:=-=-="-"'-+-~'9-L..1.-.
7/~~/WITNESS~tAh "".'Princi;1C~w-y PU~i<?o\.I't~74
Income Cash .171.99
$27,181.32
W.II281
,-~
."
NO.1 027 of.~'lL.:;9u7:...uOL--_H,<
ORPHANS'COURT
.;
ESTAT'E OF
Arthur Ricllard Nallev.Df>_
-r,p,cc;'E ,--
i......=
,)
.~,.;.,
~
.,.,T-·-----
ceased,Trust for Virginia Ma
Anders;pn Deceas$d -:'''1~~~1 ,
>rq ;:0 --'-l'J4(f)GJ c::
-.--1',;..DOCKET ::cor (~;;
~~r~-O.?;
~.::~~RECEIPT
...,--1-"·"-...J
-0 ;-".J.':~.(")9 F'ROM-
'CO
Mamie Na]ley'B:nmner ~
TO ,I
('
Mellon National Bank and Trust
Company,Trustee
.~l.
FILED 19_''_
IN THE MATTER OF THE ESTATE OF
Arthur Richard Nalley,Deceased,
Trust for Virginia May AndersonA~ED'
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
NO.]027 of 1970
KNOW ALL MEN BY THESE PRESENTS.THAT I,Harry Joseph Howell,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED "FROM MELLON NATIONAL BANK AND TRUST COMPANy~.--,T",--=r,-,u""s",-t....e",,,-,-e,--_
MaiAnder son,
OF THE ESTATE OF Arthur Richard Nal~ey,Deceased,Trnst for Virginial DECEASED.THE SUM OF
Twenty-Seven Thousand One Hundred Eighty-One and 32/100----($27.181.32 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No._l_0_2_7_o_f_l=-9=-7_0 _
WITNESS MY HAND AND SEAL THIS ~DAY of_-=F_e=b~r~u'''a''''_'''r......y1---19_.n.
WOTN"~cJY2d;!M1I!N ---L....------R'-.f-I--f-,..,.----+f---'-~--princi~$27,009.3{.~fi~'J'!bt.~~~
Income Ca'sh 171.99 e
$27,181.32 ~/
W.U82
NO.
.,
102i7 .6f 1970
: I.-,ORPHANS'COURT
ES:TATE OF
~:.,.J
,,
.'
,.-I
Arthur Richard Nalley,De ..
ceased,Trust for Virginia Ma
i
,
Anderson,Deceased
DOCKET PA~E .1
"
"
:'::0
...,---.:...;.......--.
J;;r:.:;RECEIPT
(J)01 (::-r,
--(f)~(n,co o;:J7:-;'_..FROM{;-~rf1-1.-:
--1 ;::J>1_r-
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"""'-''OfIOf-'ft'.~'---.~·-r·
Harry ~O:S::-eph Howell
--t"..>~~r-::-:
lJ r-0 TO_
:!>(f)=
;,..,
Mellon National Bank and Trust
Company,Trustee
,.,
FILED 19~
'J
"
IN THE MATTER OF THE ESTATE OF·
Arthur Richard Nalley,Deceased.
Tru,st for Virginia May AndEfi'go1-lD'
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
NO.1027 of 1970
KNOW ALL MEN BY THESE PRESENTS.THAT I,Edward August Houtf]],
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY·--L--=T:...:r~uo.::s~t~e~e~_
Anderson,
OF THE ESTATE oFArthur Richard Nalley,Deceased,Trust for Virginia MayIoEcEASED.THE SUM OF
Twenty-Seven Thousand One Hundred Eighty-One and 32/100----($27,181.32 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No._=-l0.::.:2=-,-7---,oo::.:f=-=1~9~7~0~._
t::I
WITNESS MY HAND A~AL THIS S -;DAY OF February 19--.lL.~~_.~~.'.'1 .1?f1W Ad
WITNESS ~~~~~<:c.':q,"~U~~LJ.<:a~'/ltfG:..J4,.<·~.-+4~~~'r-'-=--.-.:....:::::...-:=--~.~"-~Principal Cash $27,009.32
Income Cash 172.00
$27,181.32
W.U82
NO.
J
1027'o{~1~9-..!...7~O _
,-
ORPHANS'COURT
-ESTATE OF
,,-'
.,,
l()
Arthur Richa;rd Nalley,Decease~,
Trust for Virginia May Anderso~,
Deceased
DOCKET PAG,E.--'-
.
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_,0 c:----..",..",.,.
:;:i::;,(;':.;;;<-..~
0:r:RECEIP-r-~-~~.f ".-~f~-~:;lJ _.(....:...~.o'Ii t !.:-'':-,!,.-__i....
-::':-i _~FROM t·,'J/;:?{/:J ':.~
'LJ -..::z:.v
IL':ben 0 .~jCJdward August H_o~eU::-...
;..,..::,
.'
c::::,~~")':;;..1sCJ'-<--TO .ii!'c.....<,'....,J '\.r~•.'-',.....).re....'-#}-y(>~.......r::;t ~,'r-:"'-.•',...-.,,'.~,.f ,...,~).":~-I.....f:'o...:.,."j~<:':......,,,:>,~.,'C'J 'l--.",....
Mellon Nationa'l;:J3a.·nK and T-...Jrust"'-<'SCornp~;:<~:tustee......:~,~Ir_.......,...;).....'--.J'(J'"""~-""'ilI ""","".,f
"\."
"'-FILED <::t,19__'
IN THE MATTER OF THE ESTATE OF
Arthur Richard Na]]ey,Deceased,
Trust for Virginia May AnderosonsEo,
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
No._-"'1...",0""2.....7---'-'-of.&.........=1'-£9--'-7--"0'--_
KNOW ALL MEN BY THESE PRESENTS,THAT I,Arthur Lewi s How&U,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy-".'-----'T=--=r'-'u"'s"-t-"-"<e-"e'--_
Anderson,
OF THE ESTATE OF Arthur Richard Na]]~y,Deceased,Trust for Virginia MaYbEcEAsED,THE SUM OF
Twenty-Seven Thousand One Hundred Eighty-One and 32/100-'$27,181.32 )DOl.l.ARS
$27,009.32
172.00
IN FUl.l.OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYl.VANIA MADE
AT No.__1_0_2--'-7---=-of=------.c1:....<9----'7c..:O'---_
WITNESS MY HAND AND SEAl.THIS DAY of__=F'---''''e-'=b'-''r'-'u=a=r,,y~---19-2L,
../1 /~
/{J !J-!£dt 4'/-tE'Lt:.WITNES~-+------,/~=--~"'-""'----__-----
Principal Cash
Income Cash
$27,181.32
W.8282
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1027::of,,-:=-19L7.!-:O~_::;--_NO.
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Arthur Ri~_ha:rdNa.lley,De-
ceased,Trust for Virginia May
Anderson,Deceased
Mellon National Bank and Trus
COInpany,Trustee
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:;e..$!RECEIPT/$~jl:;~;~
,r-:-.,FROM~,;-.'~':''''~<;..;:..~;
':::.t;u
Arthur Lewis Howell
TO
DOCKET
,.
~
FILED 19__
.J\
If{/11 ;?/H/£J t ;(~/,.e.
&til''']:11 ?s:h.b-Bpt".r.:n
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COllECTIONS
COUNTY OF w.~~1:l:i.,Ilgt.9.Il .
Form RCC-33
RESIDENT DECEDENT
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
.....A:r.t.h:u;r..R.,JN.s;j,.l.l.§y .
(State full name of decedent)
..............}=OF Trustee ujw
=MW1Ni~i'ItAi'@&County
State of p.~lJ.PJ'.yl.yg.nt.a.}ss:
Connty of.Wa.$:t:L:i,ngt.QlJ..Trustee
A.r:;h.~.~YT..~Q~.~'-':I:'~§.-t Qf:f'~.c::~T.,M~JJ..:gP.:N~t.:i.gr:t~.J..:~P.:~?,J.:.l4 'I.'.:IJl:.E.'t.q<?gtP?Jl:y ~
Adnlillistr.ator-of the estate of the above-named decedent being duly sworn,depose and say
Decedent dJed ........F.§P:rva.r.y .....
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
...............~Q.t.h ,19 .5.3 ,5 testate leaving a last will,copy .of which is hereto attached.}
(lIay)(Year)Li:.not...s-t..t-e
..:MeJlQIl ..Na.tJQnal .Ba;t:l$..and T:r.:us.t.C.QmPany .
S..Main Street ..&Cherry.Avenue.,.Washington,..Penns.ylvania ..
That as such ~.~~!:.~.~deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor-Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Not applicable
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due·at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate.possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,)io~'to",~he last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and 'other evidence or...in-
debtedness of the United States ·to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivisron thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats:"and any and all
other personal chattels of whatso.ever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and oWi~g decedent
at the time of death,and all promissory notes or other instruments in writing for the payment ~f money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment cont.racts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of d~ath,bonds and~'~~crued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
,.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the busin~ss as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's dea.th,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains,a statement shOWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dateS of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plu::;the date and place 'of record of instruments effecting the vest!ture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
..."~•...........~,.
Subscribed and sworn to before me thie ,,,~r!?.-:f4......
(by.).._.•.•••~~,~;Jlt2::.~::~_.
ecutor-AdministTator)Trust Officer
......,$,~M9.;j,n,$t.r.~~.:t.~G.h.~;r;r.y.Ay.~n!J.f;L .
(Street NumbeT)
.,,Ttl.~§p.~.~g~gP.:).~~~.~.y;!;y~~~.~, " .
~(City or Town and State)~~~:A-<!'-...~';<~'r 9'71'all blan spa~es in the affidavit and schedules annexed are
filled in with details or the word "No en,and in ase the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
•a
R,CC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
iTRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'-,~~-.,...,t."
SCHEDULE "A"
REAL PROPERTY
."1
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3\described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,occrued interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not be deducted from this schedule.
None
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undis tributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Mary T.Howell,one of the two life tenants in
the Residuary Estate of Arthur R.Nalley,Deceased
died on April 1,1970.Virginia M.Anderson,the
other life tenant,died on June 28,1970.On
June 28,1970 the trust consisted of cash and
securities having a value of
(See detailed statement attached)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 156,862.95
,-,--.---
N
Co
M
E
''':C'C_-'"'"'-'--'-.--C",,-:~-ACCOUNT~UMBERI--·'-l~·~~-':=-:i ;"10 '~'._~--.~-:--
UFCNVNTgT U HO
S lOA I -A ~K Y N 0 F
TCUGEGC ~TO I
ENEWETy Y LT
RTR RO~5NN
S D TAX CODES
TAX PU·RPOSES ; ;..
PRICED FOR INHERITANCE
''-,-
.~i~I~I
I,
r'-~----".-~;·_-_·'7'··--,-~'..._..~"-•.'-----"---~.._._,_.-..;......._.,-_._..-...."-..-..,.,--"~---"""-"'-'.'.'.-.~..-~-~-..--'-...._---.....-_.-~_...._,-_._._--~--~-'~"....q
~'t~~~.....~.~~'~~~!',~~~"..;~'~~~~·,YrU:Ed-~-_...ljF!.Jifi!o:~lI1nn,.'--".'y~''PI""i'}~-.'..Ctt/'W .·"t,"1"0 st"a·'.'t '#t-,·'C it ¢·'td ,·..~;!*?'Mi"·l~·.'·f')..-··Mf!'if-hi**"·s,-'Y5:i¢i't'·tP'ftfH"rri·Itti;,fi).li<.t'wt'...M+6ii+...w....'all'....··•.:f1Te'iP·*'2\fwy)·"':;;
,'·'·cc"'.-~:::c":·_-:==:-----:=-=~"-,~~·:c'·::':~.'-::""=c··cc:~-=c:,,::"'=""":.::..fi1EllON NATlm~11l UANltJ.\ND TRUST COr~lP;\NY~"--"-'--'--:'-~"-"":~~:-.-----..~..",-,,-C-••••••.••-_••-••.•-'--,.-._.
;1 ->"""~:------..,"'~..------I"''l'R"5-T"DEPi\lffi'ilEN'f ...-.----'..-.0 _:::c:,±:=:"
J ~.-.TRUSTEE UNDER WIL~-""OF ARTHUR RICHARD '-../JUNE.28,1970 'PAGE'1 .....TRI201~140 'I I .1 I I I I I Iii ,.
,NALLEY DECEASED FOR VIRGINIA MAY"..'
ANDERSON
I,1 LIST .OF ASSETS,
FACE VALUE I NAME OF SECURITY I ESTIMATED INVENTORY MARKETORRATEMATURITYANNUALINCOME"NUMBER OF SHARES PRICE VALUE PRICE VALUE
(-,
"
I'
.,.UNITED STATES GOVERNM1~NT OBLIGATIONS·.-
I
34,1 000 USA TREAS NT,S A-1910 DID 2-15-66 5.00 11-15-1970 1,700 100.78 34,265';.32 99.28125 33,755.63 ,
34,000 ..1,700~34,265.32f*33,755.63*
I 34<1000 TOTAL FIXED INTEREST CBLIGATIONS 1,700>1 34,265.32 *'33,755.63*
, 1
i ..,,-\COMMON STOCKS
,I 186 AMERICAN TEL &TEL CO CAP 2 ..60 484 '21.8-:4,067.51 40.62500 7,556.25,600 COCA COLA CO COM 1044 864 10.21 6,162.50 71.87500 43,125.00i
800 EASTMAN KODAK CO COM 1.28 ,1~O24 4.7~3,1f,3Z.2<;64.93750 51,950.00
J 85L:..GULF OIL CORP CAP '.·1.50 1.281 5.9C 5,042.63 23.37500 19,962.25-'"3,653lO 19,054.93;29440 *122,593.50*"<
:TO TAL INVE STMENTS ",5,353~53,~20.2!:1 369 440 ',*156,349.13*,.
;,..
.~..,".,.
.;INVESTMENTS,;'.'.5,353~.53,320.2!:*156,349.13*..'",..'.
;PRINCIPAL CASH 513.82 513.82I..;.~.
FUND TOTAL :;"'"
:53,834.01 *156,862.95*i "..,_..........._•..•,H ~..' _•....".'.,.,.,.,.~.<.:..~:,....".•".'."_.'.",".,,;:,:'."~..·....J.,.I/.',.'.•;-:;<o....:.'·:.:•.I';'-~.,.•.,,,~,~A ..;••~,..;.,.I;,,_,;.......,."•~..,10.'..;,........,
"",.....~~H",..,~,.,
;,.I I..-....
i Ii~,
i l ".;,r,.,,.
Iii ,.i '1 l ,.
I ..:1
.j ;
RCC-36
'.COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFEIlS
>,
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to t~\.ke effect in possession or enj oyment at or after his death?
(Answer yes or no)_
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others .--------.,..-------
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of'care of transferor?(Answer yes or no)_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was sUbject to Change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in whiCh provided in SChedules A,B,or E.
ITEM DESCRIPTION
Schedule not Applicable
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
.,
,.
RCC:'3-?(12-63).....
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Due to the death of both life te ants.the trust renorted i :1 Sch."B"
of this return will terminate aI d be distributee to variou3 indivi-
duals.(All collateral benefici~:ties).
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
•
Will l No.-~lrA~-\
P.'I THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
GJ ...,"'t:l ~........('ll ('ll0s:»....e:..'"::l '"'"'"0......::l "'t:l...,CD e:.........s:»'"0x'0s:»~('ll
0-....
(C 0 ~'0
t%j CD....
'"........'<s:»....CD
.
(,
Art l1llr..:R,•.l'J:l3.;I.,l.l:!Y.
Deceased
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
Late of .
County of
Wash~l1~:t()Il .
Waf)h:i.!lgt()n.
U':Jc:::~~;>
:~---------......:::~U':J trJ
()()
?"'?"'q c:;~•
'Vd "00 N01.DNIHSYAi
ST7IM.30 tJ31SID3U
(I I..:i UVIV')'J J SSntJ
-00 .-00'I-'.'V1:0\:~:'~':1\).:-~:
\.0\.J1
-<n -00 -00 -00'I-'=\J1,0\,..,m
:0\:1\)..\.0\J1
;>
'"~('ll-"O~o~........~
61 E tid f'1 dlS Of ~
or <""1 ~',-,.;f •I~!*'~f ~.J~~--.;&~J ~""~..~
-00 -00 -<n -00 -00 -00
;>:r.
t:J~-~I'V....~:3
;:;
Co.
,".
De.r :Mr.Ott:
In ae:lat.te 0 f __A~r...tWJhJ.lur""'-..:!.lHUL,_I~~a"lo..J_Jlolie'.li~:""-""";";_
30-260-A
Sl'Ded ;Jg fL-j ,,fL
Title W,R,Cbape;v,Obi ee Arprai §ftr
(~)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Arlie W.Ott,Trust Officer
·'
.....:l1tis Is not a bill.
...1 latate _
Peraonal Prope rtl __.....';.6l56~,""8~6""'2.....95.1-_
'ra••tera ~...,..------
!ot.l ..1~56~.&.\;8~6:;.2..,9"",,5,-__
____~W.;;;,a::.:sh:.::i:::;n::Qgt:.:;,;;:on:.:.....Cout,-,Ue .0.2977-148
Date 0_c;",;t,,;;o;,;,b..;.e;;.r_2..;.'2';';':.....;;1;..:;9,.:.7..;.0_....,;.__
Arq part;1.lntereat ¥bo 18 a"r18ftd bl Ul a,p..al....to .,
appeal tberetroa aa provided bl la.,
DATE OF DEATH:February 26,1953
A.to aueb tax that 1.pa1d vit)ala tJar..IIOIltba trOll d.te of
deatb,•tive (~)peroe.t dl.COUDt 1••llowable.A.to ..,taa tha'
.....1••unp.1d .tter ODe 7ear trca date ot 4eat~,tatere.t at tbe rate
ot.la (eI)perceat per aaaua i.cbar,ed,
"CC·.'\2-U)
You are bereb~notit1ed tbat the Remainder Apprai§ement.'pr.i....nt 1n tbe e.tate ot A_r~t~h_ur~~N-aI-l~e~y ___
baa been f11ed 1n tbe ottlce ot tis.Re,1awr of Wl1la Qt kbsQjl<la;!:9M1
COUDtl on October 22'.,lO..2Q:,Sald .'....1....'reflect..t.M
followl.,Taluatlon.:
:,
, I
'~CC'39 (~66)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of Nalle'"
(Last Na~e)Arthw?
(First Name)
R.
(lnitial)
DATE OF DEATH 2~2Qe5:....::.3__FILE NO.2977-148
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_'WJ~,hington_-----
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each itern in the last column to the right in Schedules "A","B","'C",and "E".
Dated:October 22;1970--
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:__
Remainder Appraisement REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--156,86£.95
156,?62 95
$1&)6 862:95
156,862 95
VALUE AS REPORTED VALUE AS APPRAISED
$
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 -.t=.
FOR USE OF REGISTER ONLY
Tax on $-----------4--2%Tax on $-1-__6%
Tax on $-----------4--5%
Tax on $-----------4--~
Taxon $~
fu~ptioos *
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 :::::::::::::1====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ----C$---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $L-
Add interest at rate of 6%from
to $-~t=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
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Arthur R.Nalley
Deceased
East
Late of ....WCish:4\g~()!l.
County of Wa 5.Pil1gt.():rl ....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
',-
••
..
Fonn RCC-2
".
DEI'AJt,TmNT OF REVENUE,.,J,
BVREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
I
DATE Oct.Qb.e..r 22..,.197.Q.:~.
r 1 4-
COUNTY W.~hingt.Qn ..
FILE NO ?9.7.7=~4..?..
Whereas,Arthur.R Na..lle.y late of $.a..§t.W.9,.~l1.;i"pgt..9.p..
in the County of ~~~~.~~.~.~?~Commonwealth of Pennsylvania,having died on
the .26.th day of .F.ebruar.y:19..53 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W R"G:ha..1J§,y ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Descrlpllon of Asset
Remainder Appraisement
Personal Property:
See schedule UBI!attached to appraisement
TOTAL
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoces
156,862 95
156,862 95
Having been duly sworn according to law,I do hereby certif,L!hat the above appraisement is made in con-
formity with law on this ~...c..J~4.day of ~~~....19~"9~....tu.~~:~~..
Appraiser
(Ifumller and Street)...w~;Penna.
~1~~h.~~~~11 County
-:::-
..-'+
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....,Ar.thur..R......N.alley_....
Deceased.
Late of
:E::<3,,~t.Wg,~.hIDgt9.n.,_.
Date of Death,2",.26,.,..5..3 .
Appraisemcl!t Docket Vol.,:?.C?.
~.;d~..:g.j.~~~~7.~1.4.$.
Filed in Register's Office,O.ct 22 19.70.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,0 .
Wrote abo.ut Appraisement,
Appeal f,.o-m Appraisement,..
Entered and ch<lyged,__..
~l'l
"
...\
ESTATE OF Arthur Richard Nalley
AND AGENT OF THE COMMONWEALTH
LATE OF Washington County.Pennsylvania
DEDUCTIONS ALLOWED IN J
THE SUM OF $/~1ji1(lr
I-I \"'1 I·...................................................
...
SUPPLEMENTkL
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
.1'OFFICE OF THE
,REGISTER OF WILLS
OF 1i/ia shington
Form RC ColO
DATE OF FILING APPRAISEMENT October 22,1970 DATS:OF DEATH ...:F::.....::e:..::b:<..:r=-u=a-=r-Jy'--=2:.;6:::..1'---'1::..9~5.::;3 _
DATE NO.OF
VOUCH""NAME OF PAYEE REMARKS AMOUNT
Accountant requests deduction fc r termination expenses as
follows:
.Tnhn J.HUP'hes.Esouire Attorneyl s fee 2,500 00
Mellon National Bank and Trust Company:Compensation as
Trustee 7,843 15
ReQ'ister of Wills Filing fee First and Final
Accoug.t 25 00
/'~
r-----t----t---t-------------=:'~..:..I------+-----------------~~----+---
'\~
_'r /
.../
COMMONw'~AL~OF PENNSYLVANIA }
COUNTY OF Washington ss:
I,Arlie W.Ott,Trust Officer,Mellon National Bank and Trust Company
HEREBY CERTIFY.THAT.TO THE BEaT OF
'-IY I<NOWL!:~GE ~ND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
AOMINISTRATION tiUBMIn-1'13 TO THE ESTJ\TE OF Arthur Richard Nalley D".-•-ECEASED,AS DEOUCTION5 FORJNHE~ITM~C~\TAil.;p\J"'..O&ij;~~':}#l:
-".'1 ~a.,L-:~~CL.S.lS~ORN ~ND S1;I~5CRJB~D "E{'ORE '-IE THIS ~~~DAY OF2J~~i~..1..U-Trust Officer
..-....-.'y---::-
Notary Public
Washington,Washington County,Pennsylvania
My Commission Expires January 28,1971
".
..
>.
l ._
J,-.
.:;;
.,
\
.~\
,.
,,
TO THE AUDITING JUDGE:
In the matter of :bhe Audit of Account filed in the Estate of
Arthur Richard Nalley
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
)Z-~-5'~,Date of death _
\No.1027
!
Deceased ~)
DR.
;
To appraised Vialue of Estate:ReaLty________-----------------------.-.----.----.-.--.---------.---..-.--.--------------....----...---$-----"ilf"---------==-----
/Sr;,fl,tr7 '>~.Personalty.. . . . .._. ._....._.$__,--J _
Additioll!al Assets per Account,Subject 'LO Tax . ...__. . .._.._.____$_
Addrt10nall Assets per Audit,Subject to 'I1ax ._.._. . . . ..._._.__..._._$_
GROSS VALUE .._..._... $ _
CR.
Debts and Expenses per Account;see Note
Additional Debts and Expenses per Audit
I
\
$-------
$------
$-------
$-------
$$--------
$-_._------
TOTAL DEDUCTIONS,$
NOTE:The following credits claimed in the Account are
held not deductible '<lIS against the tax:
1st account at #95 ooL..i!sf A
-------t-l--tf~
'I1ax·
able
at
2%
Clear VaJue .-------------------=-----jb--""'"-~~'--
1----
,
\
:~n:=P:~in=:d~=~~==~-=_:1,~,O1,/
~Interest__yrs.__mos.__days @ __% _.._.__.$---..,...--
TOTAL TAX AND INTEREST DUE...$tJZ I r )\.P,,0 V
$------
$--_._---
$------
$-----
$-------
TAX PAID ON ACCOUNT
/L;~~~(~$
)I
~:-~---------
at '
15%\_
----~.-/I ZL$i'L OTot.lT..~L---_1~<t~OV
:;'.-J-4--'7/
t?/(:4/Jr:i:-?'J'0~0 2-
~9;h~Ct~
'"
./
-------------------------------
--
No.,_________Term,19__,A.A.
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5