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Home My WebLink AboutOC1970-1184 - ESTATE OF IAMS JRG,3-7a-JjSf ~ffibauit (@f 1Exrrutnr ®r l\~mtut6tratnr ~tutt of 'ttmsyluuttiu } Utounty of ll'us4ington ss: P 11 b f th d · d th't Notary Public . d f 'dersonay e ore me,.e un erslgne au orl y,a . .__......_...._....m an orSaI .County and State,appeared §_h_~;'.J:I)..~~M.!pJgg_~J..__...who,being duly sworn aCj:digg:.t~~;s ~e~;~s ~J:i~s ;h.afJorB~y.~a~~exncufie~~H~~of ~he es-tate of . .__._..____-.-deceaseu,that t'he ?oregomg sgfie&.ules constItute a complete inventory and appraisement of the real and personal estate of ._'!.~.__.~.!....!~.~__......., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal €state in the foregoing sc dules are determined a stated by the undersigned to be the fair value of said items as of the te of the decedent's de h based upon a just appraisement of each item made by the above a ed Executor Admin rator. S ·d l"'b d b f thi 24th -~.worn an su 7SCTt e e ore me s . .of July 19 7 2 }. . ..:.\.Qfj.........................................n ......:..·n .'Executor-J!ilm~~· ..·..·w ~~p~~. My e A,"M''''''~O A:,H''''GTO'''co..PA'ADDITIONAL INSTRUCTIONS ommlsslOn !:FF!h ..1.An inven 0 ~1tluWIllf~Zfi1aswithin three months after appointment of personal r,epresentative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000"including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72.P.S.4844.2 iulttutnry uub !\ppruistnttut .of the goods and chattels,rights and credits which were of ..~.~.P..~~.~.~~_ ::.late of G.i..t.y 9.;w.{:!..~.q.~:r.lg~m),. Washington County,Pa.,taken and made in conformity with the above affidavit. J DOLLARS CENTS PERSONALTY: pittsburgh National Bank,Guardian of Estate of J.D.lams, incompetent,-cash balance Gary W.Rush -Demand Note dated Oct.17,1967 Raymond Boardley,Jr.et ux.-Demand Note dated Nov.22, 1965 Judgment vs.Velma Clutter No.223 Sept.Term,1964 D.S.B. Judgment vs.C.S.Wood et ux.No.196 Feb.Term,1970, Greene County,Pa. 1/64 interest oil and gas lease R.E.Montgomery Farm- Amwetl Township 1/50 interest oil and gas lease J. J.Tenant farm-Amwell Township Pittsburgh National Bank -refund insurance Total 8311 34 1207 36 82 78 704 02 1 00 1 00 1 00 14 00 10322 50 REALTY: House and lot -425 F'3.yette st.,8th Ward,Washington,Pa. For legal description,see Deed Book 647 page 6 Total 5000 15322 00 50 t.9---10 -1 j 27'- Inventory and Appraisement IN THE ESTATE OF JAMES DORSEY XAMS a/k/a J.D.XAMS,JR. Filed ............................................•19 . .. ~ •J .......... -~ , '":.'*"'.J"'",. r . -"""!':.,.../ -oJ.,- ~.-::.:; ~'.. ~-.,.., :-:k:.:=-1, ~! --~ ""-----I n'''z \::.:#... c_.r::::/- '"'v...~ -0.:1: .r~ <::.0~rTr::O"'oc:....._(1') .::-(I')(.0~-l '-'1.C":)rn r-- -I:::r.:-r-o~~2:.. Q ....-c-,!:,:u.o ...:::::I'j;;::::::ii ""0'-0!>'(/) f.J.J·c ~ SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. M.oh~nn~~n P~nnev~~.~~ ~-5 j Q!nmmnuUttalt4 l1f '-tuunyluauia.l lIan4iugtl1:u Q!nuuty.\nn: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 7th.day of :tixmextlDJD%De cemb er A.D.1970 ,before me, RUl'ssell 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 T~stament of J.D.lams"Jr.A/K/A Jame s Dorsey lams late of . City 01.'Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Sherman H.Siegel the Executor in said Wi~l 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 Sherman H.Siegel committing unto Him the administration of all and singular 'the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and.perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to r,ender a just and true account of said administration at the expiration of six months from the dat,e hereof,and to regard and comply with the provisions of the laws of this Commonwealth relatilllg to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 7th. day of ~December in -the year of our Lord one thousand nine hundred and Seventy ~0t~.....................t.~.~~. Register 1~:..........!'S ~~~ is':=: C-.t CI ~ 0 ~to +-t t t:l 1t:!~ 111•:0 C/)eliii~" N H :to >~ III i<t ~~ :13 111 ...... to 0 ~..H "T\al.'O C-.t 13 ~ Ii m a•~+-tt= ~ i \, I !I i!.I "'i I }-J i l - VrITNESS IN WITNESS VlHEREOF,I,JAMES DORSEY IAMS,the Testator,have unto this my Last Vfill and Testament,set my hand and seal this the llth day of------- December,1963. of the said Testator and or each other. as and for his Last Will and Testament,in the presence of us,who have here- unto subscribed our names at his request as witnesses thereto,in the presence Sign$d,sealed,pUblished and declared by the above named JAMES DORSEY :w,ns, ii Should any of the deytsees,.above Mmed be deceasoo"tiJ:time of myvf1 " ,death,then I direct that such deceased devisee's share shall g'(PG'tl his or her I ,I i I Ii surviving ppouse,and-..;in--de-faU1.t·;O-f""S~jJ.·:1L.t1'l_.•·'i~.~-Jt<>--t~:,;S..S.·lL~~·U?l..}1 !..I 11 d ~~~'.1.',#1//!'~d0lrt/.1U ~'~dA-<f.d ex::(J-~£~;;;"?'.:;;:,.,';;;'t})£,{A,tJiIITGea~eV'!:See.'Y:J>fU'C/JJkcdj{.~iAA.~V1.t'VLi ~{'O ''''0 /"';.,;/,K."ltV.,.l,l~~,,·,'j,.;rw-;>'..J' II'.I!'I 'd {/-',IASTLY:'I nominate,constitute and appoint Sherman H.Siegel, '~II ExecutoI-of t,his 'T!\Y Last WIll and Testament.tIiI'd IIII I ,III II, 'I I I IIIIII II II IIJ IIII!Ir'11 II 11iII,I! "II"ilIiIII,I II IIf I II II II II. .," :1;; 11IIHI, nII III, II IIu'I 11IiIII'dIiIi I'<!III'i! 11'IIIIIil,II:,i II IIIIIIIiI!III ) II II " ,I II II'IItP,fIi iJIi II!III IIII'III 11 ilII Ii ,II !/ IIjl II'I:IIIIII!I 11iI "IiI.II II IiII!III II 'fII II II 'I.~i:,;l " J /,i I.."""!,,,,-;1:' ------------:--------~._----------_._- -.. COD IeIL NO.1 I,JAI:IES DORSEY IAl,rs,of the City of ':'!ashington,rJashington County,Pennsylvania,declare this as a nd for Codicil No.1 to my Last 'Till and ':':'estament dated the 11th day of December,1963. I hereby amend my said -(fill by adding thereto the folloYiing paragraphs: ITE].,t .5 .1:I give and beo.ueath unto Eoline ~:,rright the Slli'11 of Five hundrEld and nO/laO (~;'500.00)dollars in consideration of the many kindnesses '.Yhicn.she bas sho~;n me during my lifetime" ITEM 5.2:I give and devise unto Eoline ~'Trig,.1,t for and during the term of her natural lifetine or so 10nEs as she occup;ys said dwelling house as her home,the cr;Telling house where I nov.r reside situate in the Ei?,hth -'Iard of the City of Yiashingt.on,\'Jasbington County,Pennsylvania being kno',m and. designated as Lots No.1 and No.2 in Block E in the Sbirl's Grove Addition upon '';Thich is erected my dwelling house knmm as NOD 425 Fayette Streetbei!16 the same property as ',"ras conveyed to De by deed of m;r parents dated N07Gmber ?2/19"'9 2.nO y.'r.;6ordedfh f,ne Recorder's Off:i.c e for "!fa.shin,gton COl1Jlty in Deed Book 647 page 6;provided hm'Jever,that the said Eoline ~\Tright pay the real estate taXt;;S as they fall due,maintain adequate fire insurance ttereon wit.h extended coverage and keep the property in a p-.L'oper state of repair;and at her death or vrhenev-er the said Eoline "i,fright ceases to occupy said dwelling house as her home,said life estate snaIl terminate 2.nd tren I d:L~ect my ,Executor to sell t.he property at public or private sale,,-rhichever in his ju:1 gment is to the best advantage of m:/estate,and to distribute the proceeds therefrom after payment of costs and expenses 'Lmto the persons na.med as R.esiduary Legatees in Item 6 of my said "rill. In all other respects,I h~reby ratify'and confirJ':"l my said ';,fil1 dated December 11,1963. I heTel1."1to set my bam and seal this 5th (12.y . of I'ay,1965. CfiHrl~£l?j&r;7~«:-U-==(S"L). Si~ned,s'3a1ed,published and declared by the said JALIES DOFSEY IA:'{;,Testator, to be Cor1ici1No.1 to bis Ic.st "fill and TestarJent dated the 11th day of n b 10/3 . ,,~",.J'l'::J :eC8Tr1 er,/0,lD ljne presence 01 us,V[;10 alj IUS requeSG,In 1]_8 pr'0scDce 01.1':(1 •~,1 ~1 L'1 '-~t t '.,.J..n (,.1,,8 presr.mce 01 BSC.l.01,,1101',J,tJ.VG 1118!lC1:i11,'0 se.oU,r naTllZ,·Sas SUD,scrlOlng -,'iitnosses.f/JI /'" .(>·~..P./UU.JLll .j~/C£~!-,L "Tjr~:;'~S3_;::...J,.-J-- R~~IiIIi II/l !iI!I I), in return for the help and kindness • • .., The above requests are given they gave me du~ing my.lifetime. Item 7.4Igive[mel devise to Ja.mes Band ]uth lams of Hilson A~..e l:!ashington Fa. ray entire stock of IIcrchc:mdise ,also Fileing Cabinet Eetal Safe and Adding I'-: hacbine ·t..~~?o~:t..~~~r;.~i1Jr~;~~1,.<.,} j 1 \..l!l.~Lj~fr Witness ••~~-d<V1-?(J(,;J ~uY~I/./d-~\'lttness:••0 ••••,-•;'0",,'<'<•• ,Nay 23 1963 I hereby-amend my said I-rill by adding thereto the follmving para gp.phs, Item 6..3 I give oJ:ld devise,to Eoline \'Jright for and during bel'LL.~'etiE:e or as long as s:hG occupys the de'liling as her home k..110v]{;as 425 Fayette Hashington Po.all of the Furniture in the above house. II) IJ8Jl'.8'S .Dor,s.ey IaLls,also knm'm as J eD.lams Jraof the city of VIashington Pa.I declare t~lis as D.nd fo:b codicile No 2 tomy last Viill and Testiment,dated t the II Day of DeCB!uber 1963.!1 t f!i! stl iIIj -".,,", '~t.....:~~~~ 0.;'."......,_:-....:,.. "~,;.A .....c..,,>~ ,:,>..,:, .j I 1 I .- :{/' r' " FIRST.AND FINAL ACCOUNT of SHERMAN H.SIEGEL,Executor of Estate of JAMES DORSEY IAMS a/k/a J ..D.IAMS,JR.;late of the City of Washington,Washington County,Pennsylvania. THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS: PERSONALTY $10322.50 REALTY Rents received-425 Fayette st. 50QO.00 $15322.50 810.00 Oil and gas rentals reCeived on Montgomery and Tennant 1e~ses Gary W.Rush -interest on Note -Social Security Admihistration -burial benefit Raymond Board1ey -interest on Note To gain on conversion of assets as per Schedule A ai:tached TOTAL DEBITS TOTAL CREDITS BALANCE -.T~EACC()UNTAN'I'CLAIMS CREDITS AS FOLLOWS: ·1971 Jan.29 Robert E.Hummell Funeral Hom,e Burial expense 21.00 32.24 255.00 4.17 152.84 $16597.75 , 3132.34 $13465.41 1470.00 Feb.1 Russell Marino,Reg. 10 Morris Ins .Agency·..- Kurtz Monument Co .. 17 Morris Ins.Agency· Apr.8 Reg.-of Wills May 6 Harry R.Cook,City Treas. June 24 Malcolm L.Morgan,Co.Treas. \,' Observer Pub.Co. Sht.certificate 1.00 Liab.Ins.premo 425 Fayette St.12.00 Lettering marker 16.00 Fire-ins.prem.- 425 Fayette St.20.00 Sht.certificate 1.00 1971 City tax 82.32 1971 Count¥tax 35.91 Advertise·1etters 14.00 Reimbursement:Sept.17 Sherman H.Siegel ·1971 Reg.of Wills Wash.Co.Reps. Reg.of Wills Probate costs Advt.letters 2·sht.certifs. $26.50 14.00 ·2.00 42.50 30 Harry R.Cook.City Treas.1971 School tax 109.20 1972· May 26 Harry·R.Cook,City Treas. Malcolm L.Morgan,Co ..Treas. July-.Prothonotary of Greene Co. 1972 City Tax 1972 County tax Sat.fee-Wood jUdgment e", 84.00 35.91 3.50 Rus'sell Marino,Reg~ 14 Sherman H.Siegel,Esq. J:l1argaret Bails· Boline Wright J'o~nne Chivers Cora Schrader .James B.'lams Ruth lams Filing Inventory; and Account'20.00 Executor and counsel fees 1150.00 Notary fees & Witness to Will 10.00 Probate Witne~s 5.00 Probate witne~s 5.00 Probate witness 5.00 Probate witness 5.00 Probate witness 5.00 Total $3132.34 .~ I ,. IN RE: ESTATE OF JAMES DORSEY IAMS a/k/a ).. J.D.IAMS,JR . ,) dE~ceased ·€ONVERSTONOF ASSETS Gary W.Rush Demand Note: Appraised at Received Raymond W.Boardley Note: Appraised at Received Velma Clutter Judgment:: Appraised at Received C.S.Wood Judgment: Appraised at Received $1207.36 1207.36 $82.78 82.78 $704~02 .287.14 $1.00 570.12 SCHEDULE "A" GAIN -0- -0- (416.88) 569.72 $152.84 Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION rIn compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:........••.. Personally appear,ed before me,a Notary Public in and for said County and State,R.i.c.h.a.rd S..L.C.9W.c1,D.,who being duly s,worn according to law,deposes and says that he is the .Yi..G.~.~.r..r..~.!?.i.4.~.~.~ of the Obs'erver Publishing Company,a Bennsylvania corporation,and its agent in this behalf;that the &aid Com.pany is.the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established Sept-embe,r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspap'e,r of general circulation,printed and published and having its place of business at Washington,vVashington County,Pennsyl- vania,where it or its predecessors have been established and pnblished continuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal adve'rtis,emeni,exactly as printed or pUblished in the Ob£lerver-Reporter in its regular editions on the following date or date.s; ..............................De.cembe.r .l.O.,.17 and 24..,J.9.7.Q . that neithe'r tIre affiant nor the Observer Publishing Company is interested in the subject matter of s·aid notice or advertising and that all of the allega- tions of this affidavit as to the time,"-l'llace and character of publication are tru'e./~;l e ........;::;;..Ld./t.~~(i..~.p-c-4(;.~-:.. ~\ EXECUTO:R:'S NOTICE ESTATE OF'.James Dorsey lamsa/k/a.J,D.lams,.Jr.;deceased" late of City of'washington,waSh'lingtonCounty,Penna.", Letters Testamentary ~uponi,the above estate having beengranfed .totheundersigned,all.persons hav·1 ing claims a ainst the 'estate are re,.J.'questedt,t own the same,ltothe:,uJr.n 1'01''his attorl:J.~§' and.'ial!iile .o1ndebted.tlJi.thel;"ae:lced~..n.r:..•"1iaii;~~.e.-q."'.u.es.ted....tP..·.,..,..)hake paY1·1 me]t,.'to th~1in~~r~i~ped withoudelay".rJtI .'~..•.'.,. Ii,'....!Sherm1!J}H:"Siegel - ' '.'215 Wa"ShingtonTrust Bldg. Washington,PennsylvaniaExecutor 'Sherman·H.Sie;gek,215 Washing'ton.'T~ Washington,'P'-IAttorney "I'0.1 :';i~~\~"••> Sworn to and sUbscr~fore me this.24....day odJe.c..e.m.p..e..r......1970 .......~~~}~;~~ WASHINGTON,WASHINGTON COUNTY MY COMMiSSION EXPIRES MAY 6,1972 Washington County Reports 63 SOUTH MAIN STREET WashingtOD,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 OF PENNSYLVANIA SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...~J?~.:.~~.~.~.:~.?.~?.~.!.~.~.!~~?.~. Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav-. ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys......,. lAMS,JAMES DORSEY,a/k/a J.D.lAMS,Jr.,Dec'd. Late of Washington,WashingtonCounty,Penna.Executor:Sherman H.Siegel,215WashingtonTrustBldg.,Washington,Penna.Attorney:Sherman H.Siegel,215WashingtonTrustBldg.,Washington,Penna. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and ch~)t~f t~e p.ublication Yfl)ue.0/./;j ;J /'" f'/./;.v /J.j (L/I L)1///-?l.,~____..J :..:..~..:.:.::::..!~:~.:.:.~:::(..~~/....--</.".L--~ ..,....,.,_Editor Sworn to and subscribed before me this "V~.l.~t daY oL.P..e.l;.~.m9.~.X:,191..7.9 (/~t?!~~ J"~.::._T.SCI.':,:r.r~:IA r~".~'J '.~.ic,'..~:;.:)0.1,1V",hington Co. II:Y CJ:"",iS3io,1 Expires July 1.197~ --,I -..; .~.,' ~'".tf ;~~;~~~~c..•;_~~~J':'(~' ." " -. <>'... " -' "'.'"';. " ." ., .". " "WIT!mSS.......__._....,....t--.......---------t· ". (SMt)! .........,.__---...''''''~.M-...·'''''·...n ...,'--.--.......-,......-:-··...·-....._.-.$, <• .. (',..:.' r ;; ., .~;.. :.," i- --1 --~•'f;o ." ....;.. :.' ~,l' r',~ .. :,"..,'.~.In the "Orphan's ''court'iof--"==':w· ,';,Vifashington 'COUi1ty,Po.. "r:XI1itlr G-'.'.'~Q::t~.~~~:.;';;~y'~::~~<~~~':~>. ..IfJ~\qllelin~.~~a:l'nmond,OffiCial :Sienographe~·.....•.~.:;--...,"~.." 11 .~.': 7',jGA,.STIXt I 'nomina.te t .eonst1t lrtle ·and a~1nt Sherman H.Siegel.'I '"',E:meutorjl ();f:t~:tS nf1 ~$1;.Will .and Testament; l ..•.,j~W1TNESS.~~OF.,I,JAMES DORSE!'IAVS,tbe 'r19stator-,have ~to this my lAst iFill'"anq.Tes~ament,se~mY han?a.nd $ealtni~the _l,l,t1~,nay of '. t". ,' .neeember,~'1963.," II I •., '~.,' "\~,.,.. ,.., """.-... , -,,,,,~,.~....",.",,~.~'-='.':'~ ",~, \ -------- !---- -_._------.---~. J STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: .........._..,L. pires February 27,197b WASHINGTON CO.•PA. The within named Accountant being duly sworn according to law,de~and say sthat th~ccount as stated is true and correct as h~veri Iy Sworn and subscribed before me ,this ..2J.tb.. Washington County,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 evidence by proofs thereof filed to No_.---k3.~1~::33L._. Witness my hand and official seal thjs ~.i~... day of __~__..__19_1~. .~~--._. Register of Wi lis .....o..., d=oCJCJ<-,......... ~::s, fovC'p r::..:,~ 1:'£o t [~"ril i.s~,>::H:5.....:CJ.......:CJ01<(J)i ...r.':0~,'c...ei>....Q)•.,:>::.....:So-4ril:0 (,9'jj rill < Hi (J): .::r:: z[~! rill:r:, (J)\ c.5 ci.....o ~~ •!G :.s.:.~~:R .~:fil :'0 •i § Q) .d...., '0Q)..., >::Q) rJJ.Q)...0. o..., ~g '<"( '0 N>::.<~ ~-~ o..., \'.. RUSSELL IAAfUNO REGISTER OF WILLS WASHINGTON GO.•PA .• ...,.....:=.\\\'\"\ . \ .~\l\I !0 ';:\"""-&,-/,.\¥'1 '/~'i,.M>'!~~,~,.'.io.",-,\:t.U\\~~...~"-:,,,,.·y-~:-).\~r~",~F 1l '1 ~_....,',___:~ "•,'~~-~/",,~"'rJ.'''',......,;-.4.,.~~'..".'.I~,: ,;"~••~'-l,,-~~ F'[1 E'~·j'.'',~I ~•k..~[.~ •.I '72 JUL 24 Ptl 2 $ ~¢ +il ::1l~~~i...4td> &'•..:1 ~:. ~~m III~ CV.!i:: U;l °i.:1-)1 co! ..........:~i ..........:co! (J):,..-l'~i co!~i ~!H:'.-1,~I':1(J):~!~!.mioP:;ioh+J:i ooj(J),...Hi rLI [J)·.-li~~~i~;::x:,~H ::: rr.o fil E Ulr:il oz ~~: -! "J \: ~! 1i(i <'f) ~J ..0-; .' '. .,. IN 'THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION RE:ESTATE OF JAMES DORSEY lAMS a/k/a JAMES DORSEY lAMS,JR. APPEAL FROM REGISTER No.1184 of 1970 TO THE REGISTER OF WILLS OF WASHINGTON COUNTY: ESTA1TE OF JAMES DORSEY lAMS,a/k/a JAMES DORSEY lAMS,JR., Deceased The Undersigned hereby appeal to the Orphans'Court of said C/:>Unty,.from the decision of the Register of Wills in the above Estate: (1)\.,~,--,,_.'admitting to··Probate a certain paper writing" dated the writings, 11th day of December,:1963 and othe"r .,•i ....I '~.~..""~,,.,...-~,J10,.~;t (I ,t'"'l>-'{,..~l ..~.-.'",14'~,.f l'~)"~.....,w .#f ~•,-.1 t 'I'\•.~"..'"-',I._._.or'_._..I '<\-... as the Last Will and Testament of said '", Decedent,and granting letters;testamentary thereon. '.'.';~~7'..- t -#.J.'I;t'• " ___RO__BE_,_R_'l,.~_I_,.,__E_DGA_R__"",,-_:',_b.ei!J.g ?-uly sworn'accordi,ng to . , law,doth depose and say,that the above-mentioned appeal is not intended for delay. #Sworn to and subscribed before me,the (I~'da~of September,1972.Li2~1~~141~ .,' •r ,.•I '.i .'J ~•If • "~,i.f.~t .."i {". IN THE'COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE :EST1~TE OF JAMES DORSEY lAMS, a/k/a JAMES DORSEY lAMS,JR. ,~., i] ·BOND ,) No.l184,of 1970 .~KNOW ALL MEN BY THESE PR~SENTS,Th~t I,ROBERT I.EDGA am held amd f:Lrmly bound unto the Commonwealth 'of 'Pennsylvania; "~•t in the sum of ..5'00.00 dollars,lawful'money,to be paid said Commonwealth of 'Pennsylvania,its certain attorneys, or assigns;to whichpaymerit,,well and truly to',be II1:ade,I bind myself;my heirs,executors and admin~strators,jointly and severally,firmly by these presents. Sealed with my seal/and dateGlthe _"",/..;;:3;...:__day of 't-Sept~beI',1972, WHEREAS,I have appealed 'from the decree of the Reg ister"of'Wills of the County of Washington,-made 'on the ' day of ~lf.t-m1lQ'19.12.1-_--"":;;"'---1 NOW THE CONDITION OF THE ABOVE OBLIGATION IS SUCH that if t~he said Robert I.Edgarhshall pay all-'.costs occasioned ,~' by the appeal,which may be-awarded by the court or register to be'paid by him then the above obligation to be void,or else to remain in:full,force and virtue. Sealed and deliver~d in the presence of ,II 4"I .:fL' ,; '~:~,~f I• ---------~--- I \/\/1 L.L."'0,/..jI I !No.63·'70 N~-IISLf ou APPEAL FROM PROBATE OF WILL FILED BY J?RANK CON'rE,ESQ. 9/11/72 ESTATE OF JAMES DORSEY lAMS aka J.D.IAHS s JR. DECEASED Washington,Pa. Death:Oct.l,1970 L.T.:Dec.7,1970 ALL PAPERS PERTAINING TO APPLICATION ~OR P~OBATE,WILL, CERTIFICATE OF WITNESSES,ETC. IN LOCKED COMPART~mNT IN VAULT. DATE Sept.12,1972 ATTORNEY for Estate:Sherman H.Sieae1 CLERK FKH SENDER:Be sure fo follow instructions on other side PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) -9 I :~-2v-t3 SHOW WHERE DELIVERED (Only if re<;luested,and include ZIP Code) ".-'" I I IiI • I III I D REG ISTERED NO. CERTIFIED NO.,.431607 INSURED NO. DATE DELIVERED Show to whom,date and address where delivered D Deliver ONLY to addressee SHERMAN H.SIEGEL,ES~NIRE 215 Washington Trust/131c;ig.Washington,Pennsyo1vanla 15301 I I I I I I J I.RE~~RN "~~-"'111100_~ir? PENALTY FOR PRIVATE USE TO AVOIDPAYMENTOFPOSTAGE,$300 SENDER'~NSTRUCTIONS Print in the space below your name,address,including ZIP Code.1.If special services are desired,check bIOCk,<S)on otherside. ,.Moisten gummed ends and attach to backof article. U.S.POSTAL SERVICE OFFICIAL BUSINESS ~ f ~'"I<0T..,,'"," 0....::0:'";; 0z: pr~ ,-,t COM'eIf U)Ilo ""l'",, -.... SENDER:Be sure fo followinsfrucfions on oHler side PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) ..(Additional charges required for these services)-- o I' D I'. '-'-~ REGISTERED NO. CERTIFIED NO. 1~31608 INMREDNO•...'~, DATE DELIVERED Show towhom,date and address where delivered D Deliver ONLY to addressee (Only if requested,and include ZIP Code)" I U.S.POSTAL SERVICE OFFICIAL BUSINESS x... &'-~l '"r ., '.~" -~~en.... ~........cco f'?§ ~ ~ j;.C'. Postmark of DetiveriT!lI Office SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code.1-If special services are desired,check bIcICk(s).on other side.J -Moisten gummed ends and attach to back of article• SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington Pennsylvania 15301, SENDER:Be sure fo fo11ow insfructions on ofher side TAMS ESTA PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services)I D Showto whom,date and address where delivered D Deliver ONLY to addressee RECEIPTReceivedthenumberedarticle described below REGISTERED NO. CERTIFIED NO. ,635661 INSURED NO. 'DATE DELIVERED AUG 2119Z SIGNATUr OR NAME OF ADDRESSEE (Must always be filled in)/'..I ,/~f..LS>,~ SIGNATURE OF ADDRESSEE'S AGENT,IF ANY/ t/ (Only if requested.and include ZIP Code) II' II I ...,!. ,~r'"T'""'," o§: ,,; ~..........coM EL2 VIll. ,U.S.POSTAL SERVICE OFFICIAL BUSINESS Postmark of Delivering Office SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code.1..If specIal services are desired,check plock(s)on other side. .,.Moisten gummed ends and attach to back of article. SHERMAN -:fL SIEGEL,ESQUIRE 215 WashingtonccTrust-Bldg o· Washington,Pennsylvania 15301 SENDER:Be sure fo follow instructions on other side PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additionalcharges required for these services) O Deliver ONLY to addressee J........_-_...._-•••-••-•••_----_•••_.-----..-----_._...REGISTERED NO.'_._..._u__--.....---.--------••••......., ':'cERTlFlED NO. 431606 'iNSURED NO. 1 U.s.POSTAL SERVICE OFFICIAL BUSINESS ·1,·, ~ ~~ ,,;....z.........~. .!02 ~ Postmark 01 Delivering Office SHERMAN H.S.IEGEL.,ESQUIRE 215 Washington Trust Bldg . Washington,Penna.15301 .-.SENDER:Be sure to follow instructions on othe;side PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) l':o Showto whom,date and address where delivered O Deliver ONLY to addressee ~...( REGISTERED NO. nCERTlFIED NO. '431609 INSL'RED NO.~.'\ DATE DELIVERED RECEIPT Received the numbered artic:fe described below SIGNATURE OR NAME OF ADDRESSEE (Mustc<!ways be fined ii~) WHERE DELIVERED (Only if requested,and include ZIP Code) 4.y'~J ;, I.RE~~RN~~g~~~~~~~~~~~~:~~~~~L!~_ ,,:o ,z'l • l~~SHERMAN H.SIEGEL,ESQUIRE~M 215 Washington Trust Bldg.'~Washington,Pennsylvania 153011<. (J) U. U.S.POSTAL SERVICE OFFICIAL BUSINESS ~,~ Ii'j .., T'"\'"\.,.~,> o....~ :::a::s:~1"11fi~n....1"110- ;:0 "'tJ 0 ~ tr ." CD CIi:::artn l;"l 1"11.:::a~ :;d -."C -(I),"'::t C 3:!:rw(:) ~-'C-Cfit....~g 'C g~0fit...:to -",,,,l»'"IrQCD- ex:> I·.N N I. ~w ,'0-.-.". -No.431608 .. l~ !;.:.VI>t>•....., \ 0 a,:r ...~0>o ..l ~0.:...CDco~ I I (See other side) "GPO:1972 0 -460-743 (See other s,de) "GPO:1972 0 -460-743 NO INSURANCE COVERAGE PROVIDED--(S"other SIde) NOT FOR INTERNATIONAL MAIL "GPO:1972 0 -460-743 NO INSURANCE COVERAGE PROVIDED-- NOT FOR INTERNATIONAL MAIL NO INSURANCE COVERAGE PROVIDED-- NOT ·FOR .INTERNATIONAL MAIL J0- ~.....~J "'00...III (lJ d £]uc.."'0 (lJ~00.....' "V O§~bIll....,Ol ......C('()(lJ.-f,qo f,qo 0-8"'C..c::...III ... 00 o 0 ~~~Olu --(lJ ~,0 00:::>- (lJe 0 fO ..cc ~I- ....::J LLc0(lJ ·-u....0 "'Oc0(lJ 0"'0 .... ~"'Ol ...o c ....u._C (lJ t- O (lJ..c (lJ .0 ~0:::...III E E(lJ 0u..o~::J ::J III (lJ en...c ::J (lJ III 00....0 .....a.E ~III ....(lJ E ~-lccOl(lJ C oS.....E .2 c 0 ~V) (lJ :J (lJ 0-01...U 0 (lJ z ta......!!!u ....>-III oSC~(lJ"I-0:::V) PS Farm 3800 Apr.1971 SENT TO POSTMARK OR DATE Mr.Donald H.Rush STREET AND NO. 3457 U 41st St. P.O.,STATE AND ZIP CODE ClevelanJi,Ohio -•8-22-73 OPTIONAL SERVICES FOR'ADDITIONAL FEES RETURN ~1.Shows to whom and date delivered ............154 .With delivery to addressee only ............654 ... RECEIPT 2.Shows to whom,date and where delivered ..354 SERVICES With delivery to addressee only ............85¢ DELIVER TO ADDRESSEE ONLY ......................................................501l ----sPECIAL DELIVERY (extra fee required).................................... RECEIPT FOR CERTIFIED MAIL-30¢(piUS postage) PS Farm 3800 Apr.1971 SENT TO POSTMARK Mr.Robert G.Davis OR DATE STREET AND NO. :R.D.#1 8:-22-7~ P.O.,STATE AND ZIP CODE Ding Mans Ferr¥Pa.18328OPTIONALSERVICESFO~tDDITIONAL FEES RETURN ~1.Shows to whom and date delivered ............154Withdeliverytoaddresseeonly............654 ... RECEIPT 2.Shows to whom,date and where deliver.d ..354 SERVICES With delivery to addressee only ............85¢ DELIVER TO ADDRESSEE ONLY ......................................................._5~L ----sPECIAL DEfiVERY (extra fee required).................................... RECEIPT FOR CERTIFIED MAIL-30~'(pius postage) PS Form 3800 Apr.1971 MNT TO POSTMARK rs.Goldie Stamets OR DATE STREET AND NO. 36 Findley Place S.W. P.O.,STATE AND ZIP CODE Massillon,Ohio 64646 8-23-73 OPTIONAL SERVICES FOR·ADDITIONAL FEES RETURN ~1.Shows to wham and date delivered ...........15¢. With delivery to addressee only ............654 ... RECEIPT 2.Shows to whom,date and where deliver.d ..354 SERVICES With delivery to addressee only ............854 DELIVER TO ADDRESSEE ONLY ......................................................._5~L ----sPECIAL DELIVERY-(extra fee required).................................... RECEIPT FOR CERTIFIED MAIL-30~'(plus postage) •=z •=z .•:;l,w ~ f ~"~•~t ~11"~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA .'"I t ,. ORPHANS COURT DIVISION IN RE:; ESTATE OF JAMES DORSEY lAMS a/k/a JAMES DORSEY IAMS~,.JR. ;) :r~), :No.1184 of 1970j, ,.... I,,,',PETITION FOR CITATION SUR APPEAL. FROM REGISTER OF WILLS,,' TO THE,~ONORABLE,THE.JUDGES OF THE SAID COURT: The Petition of ROBERT I.EDGAR,CAROL ANN MYERS, KATHLEEN HAVILAND,SARA "9AIN,RALPH C.lAMS,WILLIAM A.lAMS,JR., JACKS.:,IAMS and JAMESB.lAMS,respectfully represents: 1.That James Dorsey lams,a/k/a James'Dorsey Iams,Jr. died ,October 1,1970,a resident of the County of Washington, leaving:to survive him as persons entitled to his estate under th~intestate la*s the persons set forth in Exhibit "A",attached hereto ,and incorporated herein by reference thereto. 2.That your Petitioners are e·ight>of~!.the:per-sonsi!nam d in Exhibit·"A";which persons are parties in interest entitled by virtue ()f their relationship to a PFoportional share under the intestate laws of your petitioners. 3.That certain writings alleged'to be the Last Will and Testament of ~aid decedent,(copies·of which are ~tta?hed hereto and made a part hereof as Exhibit "B")and purporting to,'h ve-".\f .../"t •...r .'~~~\-,"~"'~. been made on various dates ,were/admitted-to probate by the Regis- .•".-,,-'1;/..','~I"~x-j""1·'f't4.,,"\/",../\/,/"j"$:I''...~~ ,,~......t·,.lo-,",t-,,.f I ,,",:,,'.",4)~t~.'':~,'.........t f ~,t _.'"'"'.'. ,tterofWillsofWashingtonCounty,"as the 'Last Will and Testament'..... of the said decedent,and Letters 'Testamenta+,y were issued to,.?' .'__""'ir -~,';~,",~ Sherman H.siegel~naming him Executor\of th~~Last 'W~llrand Testament of James Dorsey lams. ", t, " " ,... 4.That On September 12,1972 your Petitioners filed their alppeal from the decree of the Register and duly ,entered the security required by the Act of Assembly. 5.'That your Petiti'on~rs believe and,expec t to be able to prove that the said writings,alleged to be the Last Will I and Testament of said decedent,are not,in fact,the 'Last Will and Testament of the'decedent,for the followingreasops: (a)The document dated the '11th day ,of December,1963 is obvil::>usly a'portion of a longer Ciocument which has :been admitted to probate. (b)The document dated the 11th day of December,1963 ,contains interlineation which destroys the efficacy of the type-., writ-ten document without any indicat,ion whther or 'not."the inter- lineations were made by the te~tator o~:by other persons,arid which saidinterlineations ha~e no force and:effect w~thout reference to the full document of which the document dated the 11th day of December,1963 is a part." ".(c)Codicil No.1 is uneffective and uninelligible wi thout ·reference,.to the,alleged "Last Will and Testament".of ·December 11;,1963 to which it refers~and since that 'Last Will.,;. and Testament has not been probated,Codicil No.1 shald'·fall. (d)The ~riting dated May 23,1963 referred to as 'Codicil No.2 fails for the same reasons as set forth in sub- paragraph (c)above. ",(e)Theholograph'ic writing entitled "Page 2"and dated February.11,1966 is attached,to nO "Page 1",and interpre- ,,'.fJ " tation of:that document is impossible without reference to the entire dClcument,of whic~'it is ,a part. (f)The aforesaid writiing dated February 11,19,66 is ,.\'.".'".,,..at the'end thereof ,as required by·the ,Pennsylvania law. •....~.~'.,......,-f;•.,)...1 ..I "; J.•f,j I t J .'~.f ~,.J I:.',..(g)The doc:uments ~as'a·whol~l'otindividuai-l:Yi~'do?no,t express alltestamentary intent nor a specific 'intent to dispose of.'. the decedent's entire estate or any part of',iti 'ho,r;lc:,an.'of the ,".,'r!','.•'i"~'fl' revocatio~'s apparently intende~Py wtitir:g,s",8:.fter~.'t7h~,1::O,ff.oJ .'"~;;'t;l ,~~til i •.'t,~•".".~.,,~ December 11,1963 be clear.:1y unders:tood even'if'the documents are proven to have been executed by decedent. (h)The documents probated created a vague,,ambiguous and clouded picture of the testamentary intent ~f the decedent. WHEREFORE,Petitioners.pray your Honorable court to award.a Citation directed to all the testame?tary and intestate heir.s,legatees and devisees of the decedent"namely,EOLlNE WRlGF T, RUTH ~AHS,CHARLES S.lAMS,DORSEY lAMS,MARY H.lAMS McN.AY, ,. SARA CONGER PYEATTE,J.DORSEY CONGER{MARY CONGER KRAFT,and FRANCES CORBETT,to show cause why the decre~of the R~gister of Wills admitting said Will.'to probate and granting letters thereon. should n.ot be set as'ide and the estate of the deceden't distributed according to the intestate laws of ,the Commonwealth of Pennsylvania. Frank A.Conte, Attorney for Petitioners f I ,,I ->,.} , _..f/..~(.~.i..,"i _ .;t ' ,I ~t..~-...','l ~J ~;~~. •• f f .~ '~~lr (~ .....t. ~l!.,.'f ,~t I,,.1 lJ,.,,,..~ COMMONWEALTH OF PENNSYLVANIA " COUNTY ,OF 'WASHINGTON 5S: -).., •t "_ ...,r i '.J ,, B~FORE ME,the undersigned authority,'personally appeared.'ROBERT I.EDGAR,who first being duly sworn according to law,deposes and says that the facts set forth in the foregoing PetitioI1 for Citation ·;~.4:r Appeal from Register of,Wills'are true and correct to the best of'his knowledge,information and, belief. before Sworn to and subscribed me this ~ " 'day of September,1972. ~..~.v'!M..~ • , • . ' I .".'$....<.'"..tary Public ~" ,, f1 .:;).",',t .•'• • ','~ •.'"~,r "';•.J"I',••.'J:f'\o.~'.t'f ·1 "'"..i T''IIr Ill, .•..:\ .}.~ j '."I'~' '-•r '..'11 -/.'J~,~~:-~\/ .."!.""'f .,~i \- :.l ","~;~t " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTA.TE OF I II INTESTATE HEIRS OF DECEDENT (a)Children of Sara Edna lams Edgar,deceased JAMES DORSEY lAMS a/k/a J.D.lAMS,JR., DECE.A.SED Sister: NO.1184 of 1970 l'Children of Charles lams,(deceased Brother: (c)Children of Daisy lams Conger,deceased Sister: I, f 4 \.- \\ / // NAME /Robert I.Ed~ar ty'Carol Ann Myers /Kathleen Haviland (b) ~ara Cain Charles S.lams\ Dorsey lams Mary H.lams McNay Sara Conger Pyeatte J.Dorsey Conger ~Mary Conger Kraft Frances Corbett RELATIONSHIP Nephew Niece Niece Niece Nephew Nephew Niece Niece Nephew\ .Niece Niece \(continued) ! EXHIBIT "B" ADDRESS 10 Green Crescent Dri e Washington,Penna. Box 625 \,f Hobe Sound,Florida 3228 Brownsville Rd. Pittsburgh,Penna. ., .R.D.#5, Waynesburg,~enna. South Woodland Ave. Waynesburg,Penna. I 26720 Richmond Heightp Cleveland,Ohio t I 159 Field Rock Road i Southport,Connecticu 501 E.Knox Drive Tuscon,Arizona Address unknown 3231 Mogowan Drive Santa Rosa,Californi 1538 W.Hazelwood,Ap .4 Phoenix,Arizona !~ \ riWJr:l£mfir;'=:"'",!-~'·--~~~~~~illilli1~\~diilli1\~~lffii~~f.~:,2~!1.~j~thE~\~j;~ffuillilir1r~~fft~;.1]i:~w;<~:~~~~~thf~j\~~ I -,~...D""- ,~ Childr~n o£William A.rams,deceased Brother: •-p.-.,., ," ".' '\..." I " (d) rams rams,Jr. rams B.lams all of whom are sui juris . II I Nephew Nephew Nephew Nephew -2.... 307 Katherine Avenue Brownsville,Penna. 65 Orchard Terrace Washington,Penna. 9146 Browns Lane Lanham,\MarylandI. 34 Wilson Avenue Washingtof'PE~hn,~;.' f IN ~·lITNF'..sS ~!lH~EOF,I,JA.:.IES DORSEY lAMS,the Testator,have unto this day of il/})(7 ~7f it,,,,,...-;J........,~,I...-~-:;-14 ;th.;J7~ ,.doJ.tiJ.,i;,ijr..:H J.U.J.I'ec ~1Jl'd:.SUi::il IH:c<2.:lsed,dcv.i~;ceI5 share s11.-'\11 ~~O his 'or her"!J. Il . . '.,, ':. i I:surviving spou3e,o.nn--in-dc·f"l·llU~o f sur·;7--rin,r7--spoua~;to--t.hc~::;'?;u?-or-sol1C.]~,. : I ~~.!..y?}~~-e.J;:.-<--t.tt/J~:d o::t /~-I~~,-1'/'.-;_'-l ':'fJ r::;'lIId~eased-d0V';~ee.~lr~.r ~ttJ S\~-«.t :r-.~f_.J ~.l'_._II ~~I-c,~/;'df21d..;!./)f-'·~·I.,.,{;\lJ!u " J I "/1•./C/j,....·Zrl.<i,VYJ."'I.-IA ..-'P-17.~Vl.A./.',',j \/'" J Lt\STr..Y:I nominate,constitute and appoint Sherman H.Siegel, II Executor of this nw'L:1st Will and Testament.II II II.my t:tst Will and TeDtament,set my hand and seal this the llth December,1963. 'I Signed,sealed,pu""lished and declared by the above named JAMES DORSEY IM£, as and for his Last Will and Testament,in the ~esence of us,who hr'lve here- ( unto subscribed our names at his request as witnesses thereto,in the presence of the said Te:stator and of each other. I IIIIIJ III,II IiiIil!I, I I·I ! II ~ i t,- III !iII ' Ii II I ·~., j. I EXHIBIT "A" i_"t-'l ~ I the t8rm of her mture.l lifetirle or so lonr;as sbe occuP;ys said dY;elling 11,01':050 r --. L .... III III distribute"the procce~s ; 425 Fayette street beir;'T1'.0. con TelL NO.1 In all other respects,I hereby ratify and confir;.!my zaid "[ill 1TFJI 5.2:I g~'!e and devise unto Eolim ·:rri~.t for and curing- I ;hc;reby alllend m)'said "fill by adair..:thereto the follo';rinr, I,,JAT.~~S DOIlS};Y"lA?:S,of tbc City of '!~shinGton,':rashin'3ton of 1.'::1y,1965. dat.ed Decc;nber 11,1963. tb.ereiron aft,er p:o.yrnent.of costs and e:q:;c!l:::es urrt.o tl~e persons na.!:':ed as ju:!'?ffi9nt is to tne best advanta:::-,c of ~estate,and to Resi(hnr~r Lc~:atees in Iten 6 of lily said ··.·ill. e~rtendcd 'CO·J'era?E~and keep the property in a IJ.C'oper stat~of :-ep.:d.r;anc at her death or ....rhenev-er the said Eolim "rright ceases to oc~upy 5a53 d-:relJ.ing Zxecutor to sell the propcrt.JT at public or p:!:'ivatc sale,·:,r..icr,ever in his est.ate ta::~es as they fall dua,maintain adequate fire insurance tbareon rri'tb Book 6h7 pt·.ge 6;p:"ovided hO';;ever,that the said Eoline i'~right pa;r the rc~l the sane property as ';Ja.s conV'8:,.'ed to ne by ,dced of TIlJ·parent~<.::~tec N07<?uo6r ?2;19.i9 ~T'\!~l rpc6rdFlo in t,hn Recorder IS Off:i.c e for ·::~.shim:ton County in ::e'2o upon ';rhic;h is er.ected.my direlling house leno'TIl as as her hon;e,tbe cr;TOIling house Yihere I now reside situate in the Si,?',hth "~ard I of the :~it~of ·;·.ashin~n,·Tasl'..ington County,Penns:rlvania being b1o'~'m and idesi~Tlatec1 as Lots 1-:0.1 and No,2 in Block E in the Shirl's Grove Addition f· hi.ndnesr-es '!.rhiC}l she h.:'.s sho;;n me during my lifetir.le. ~!5.1.:I give and beQueath urlto 301ine ":ri~ht the SU:'":1 of Five hundrcld and nO/lOa (~\500.CO)dollars in consideration of t!:e m:.ny para;;.raphs : and "'estc'.mcnt d~\tcd the 11th day of Deccl;lber,1963. Count.y,Pennsylvania,(18Ch~'e this as and for Codicil'Ho.1 to my k1.st·ril1 ,iIi ;1 i: 'I\; IiII IIII \; II,:,- I'\' II """I!IiI:nJ! I] IIIIIi II IIi!Ii1, IIi II "IIIIIi "il II \I 1\ II IIII I, ! !I I \ I l. 11Ii'I II\.d." "lj 'I;1 11 !,'1.i!II \ir :\iIp II '11III'il 11I. (J' ., • I J~:!:cs Dorsey Ia;·'.s,also 1:n0\"!l1 as ,T.D.lams Jr.of tho city of 1JashinGton Pa..ieclar~;t:;is as o.r:.d fot codicilc :{o 2 tomy last '.iill and Testiment,dntcd the II Day of De CD!ilber 1~63· I hereby o.mend my said \'Till by [~dC.1.ng thereto the folJ.O'.vine para 51l)1':s, Item 6.3 I give end devise,to ~oline ':lright for und during her l~l.~·etl.T::e or as lone as s~;.e occ....~.pys the dC"'JTllD.[O.S her home Imo';m as 4~~5 Fayette st Hnshil1gton Pa all of t~"le :;:111'r.iture in the above house. ItC!ll '/.4Igive~nu devise to JDD8S B and 1Uth lums r:1Y ont.i:'8 stoc~':of ;·~8j.'ci1[·"l1.clise ,elso Filcir...r; -."ac·t 1."ne ..,,'."'0 .,.,:~~......,';";::';.n.•...'-"";'~l'.J ......::.'.--'j;-."J.~.ti;-~."",""':~J.'''' of 1:1il son A va l:!u:Jhir..[ton Fa.' Cabinet l:etnl Safe un.c1 l\ddinc, to The above requests are riven in return for the help a~d kindness they gave r.:e during :my llfetlae. I I I \·lttness. .Nay 23 1963 .. ",\~~.';.~'1~~'-~,i;"" L... /:.:/...... V~/"...."f·'-"•.J''"')r ~....'.,- 1 I ff I I, L ,-~ ~.......~.. ~'<OO.. ,:.. '--. '\ ....'\-,,..\.,,. "'\ ·f .,,..r.-#,~::~(,.' •.'L.'j./I....'....<1...<.I ..., ."(,.,.,-....,.,.,.~.i;, ..~../"'; -~i-"../.....;.,."..,"- .1J RE:ES'l~ATE OF JAMES DORSEY lAMS a/k/a JA~S DORSEY)I~MS,JR. .) " ) ,. CITATION~D NOW this /07f-d~Y of '~2 ,1972 upon consideration of the within Petition,a Citation 'is issued directed to EOLINE WRIGHT,RUTH IAMS~CHARLES S.IAMS,-DORSEY lAMS MARY H.lAMS ,McNAY,SARA CONGER PYEATTE,J.DORSEY CONGER,.MARY -CONGER KRAFT,and FRANCES CORBETT,to show cause why ~he,decree Of the Register of Wills admitting said Will to probate,a?d granting letters thereon should hot be set.aside and the ,estate.- of the decedent distribu:ted according to.the intestate laws of the Commo:nweal th of Pennsylvania.Said cIS Ai day -of (leUl./Z--,->,,197 2 at Citation returnable the (0;tf)oo I clock -~M. BY THE COURT: " ",t ," .',.....,",.;ttr!~.~;". I ,~.,t,,' "f.'t..~ ...',I, Sept.14-1972--Mr.Conte advises that all parties represented by counsel,and that he will serve copies of Petition and have attorneys waive issuance of Citation. FKH Ju W4t QInurt nf QInmmnu 'ltUS nf lIus4iugtnu'<!tnuuty,'tuusyluuuiu (@rpijatta'C!!nurt IlItulatntt IN RE:(( ESTATE OF)) JAMES DORSEY IA1JrS J;aka ((-(ft·t rttt·nu(NO.1184 of 1970 JAMES DOR SEY IA~[S ,JR •, )\!J,..t",) DECEASED.(( )) C!!nmmnttnttaltij nf 'tttttayluattta ~ C!!nUttty nf lIaaijtttgtntt )aa: EOLINE WRIGHT,RUTH lAMS,CHARLES S.lAMS,DORSEY IAMS~MARY H. To:IAP~g }~eNAY,SARA CONGER PYEATTE,J.DORSEY CONGER,MARY CONGER KRAFT" and FRACES CORBETT,, Sur Petition of:-+ROBERT I.EDGAR,CABOL ANN MYERS,KATHLEEN HAVILAND" SARA CAIN,RALPH C.lAMS,WILLIAM A.TAMS,JR~,JACK S.TAMS AND JAMES B.lAMS', ~r;r;rtiU9: EOLINE WRIGHT,RUTH lAMS,CHARLES S.lAMS, DORSEY lAMS,MARY H.TAMS McNAY,SARA CONGERlitC!!nmmatt~Inu,PYEATTE,J.DORSEY CONGER,MARY CONGER KRAFT, and FRANCES CORBETT, that,laying aside all business and excuses whatsoever,you do file in the office of the Clerk of our Orphans'Court of Washington County,a full and com- plete answer,under oath,to each and every of the averments of the said a decree made against you. and further abide the order of our said Court in the premIses, If you fail hereof,the petition may be taken PRO CONFESSO and 19---12-,at 10:00 o'c1ock~.M.,and show cause why the Decree of the Register of Wills admitting said Will to probate and granting letters thereon should not be set aside and the estate of the decedent dis- tributed according to the intestate laws of the Commonwealth of Pennsylvania; ,the 2nd day of Octoberpetition,on or before Monday WITNESS the Honorable P.Vincent Marino,Judge of our said Court, at Washington,Penna.,the 14 day of September ,19 72 e~?a~. Clerk of the Orphans'Court (Seal) FE ANK •A".c:ONrrp:J Esq. Attor,ney for Petitioner.Washl.·ngton Trust Bldg.., Washington, Pennsylvania,15301. '~" -. .'.':.':1'~..'.~",,~f./~~t.,",', ••f""".""""..t 4t"'J ../1 II-.-.. r-.....".... I ;I "~~~/,'t.' .,, ,,.'.ti", ...,'"it ,I ~! IN THE COURT OF COMMON PLEAS OF WASHING~ON~C~U~TY!~~N~~YLVANIA 't,"'?";, -'f.~-~ RE :EST1~TE OF JAMES DORSEY lAMS, a/k/a JAHES DORSEY lAMS,JR. No.1184 of 1970 ACCEPTANCE OF SERVICE AND 'NOW,this /7;f(day of September,1972~service of. the Appeal from Register,Petition for Citation Sur Appeal' from Register ,of Wills,and Citatio~s hereby accept~d and receipt t:hereof acknowledged.Isg.6~nce of the Cat~on by,.'7//' Sheriff i,,~hereby waived../.tJ'.~'. Sherman H.Siege!,Esq. ........4,:.--ot'. "." '. '.JI.'.J'"It ~•,.,.i ,.'.'.-'.I!1 ~,;.(....",,'.~.._..,r ""......~~ t S '-, ".."•'I f ~,~ \'...'\..,'."~~, .J'~'~~~ ~.~.t -, , r••• -. '. "","1 t ." "..,~ -.r - ...-ri~~::~'">-f'I-,;0 -..-'...-(I)G)c.::C;#"]""-'...,.._...,...-(l)Mt 4.....C/)(/)-0Z-i r.-;r'a-;r;.1 fT';,,'<,.) -j :::J;:;,-r~"";s 0 '-"<:.......}IlO '"--'-1 .....~.::')--~,.:::x.0 .....:::::0 -r-Z t::j-0 ,-0):>en t..v- .. " , , I" f'.r or ,.'. " '.. .., ,_I' .,, :..... Z/.~........ \ t, .\ .~', '..~,..',- IN THE COURT OF COMMON 'PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA RE:EST,ATE OF JAMES DORSEY lAMS,) a/k/a JAMES DORSEY lAMS,JR. No.1184 of 1970 I .", oIi.,'~'of ,• ...).'t.~_...,.',,1 .,.'f "':..ACCEPTANCE OF SERVIc.E .,; vi h)'% AND NOW,this .rl!..-a.ay of se~t~~~~;:<.'197:;,\s;rvice of the Appeal from Register,Petition forlCitation~Sur Appeal".,.,.~."'..,."'"\-,' from Regi.ster of Wills,and Citation is hereby ac~epted on behalf of EOLINE WRIGHT and receipt of c9P:l.es thereof is hereby acknowledged.Issuance of the Citation by Sheriff is hereby waived. j .~.... r . ,II '. " '. -,......,..........-li/",...,1 ~I ,to.,'1', ....... f,t", "•< v-"':"-:....I •I o ~,- ~." '.. .• :...t .4" C '" ., '-1 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS~·COURT DIVISION IN RE: ESTATE OF JAMES DORSEY lAMS a/k/a J,:·"'D~.lAMS,JR., Deceased NO.1184 of 1970 SS: AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON Personally appeared before me,the undersigned authority,SHERMAN H.SIEGEL,who being duly sworn according to law,deposes and says that he caused to be mailed to Robert G. Davis,Robert L.Rush,Donald H.Rush and Mrs.Goldie Stamets by certified mail on August 22,1973,Notice of Hearing in the above captioned matter on Tuesday,September 4,1973 at 10:00 o'clock A.M.,copies of said Notices and mailing receipts and return receipts attached herewith. Sworn to and subscribed ~efore me this 31st day of August,1973. ,.. ·", i: 1\ugust22,1973 Mr.~obert L.Rush Grace street r.orraine,Ohio Mr.Donald H.Rush 3457 U 41st Street Cleveland,Ohio Dear Hessre.Rush: James Dorsey Iams signed a Will on December 'II,1963, ,~herein he bequeathen to your Father,Lazure Rush,the sum of $500.00.At his death,the page of the Nill upon \'rhich said legacy was written was missing and the remainder of the ~'Till together with add!tional memorandums signed by r-fr.Iam!')were probaten and T,etters Testamentary were issued to the unnersigned as Executor by the Register of Wills of Washington County. An a:ppeal has been taken 'from the probate of the ~lill and the disposition of the appeal as well as the interpre~ation of the Will is before the Orphans'Court Division of the Court of .Common Pleas for dispo!'=lition on Tuesday',September 4,1973,at. ID:OO o'clock A.M.The matter ":illbe heard before .Judge Simmons in the Orphams'Court Room on the third floor of the!Court House at Nashington,l)ennsylvani,a. I am notifying you of the above so that you may be present in person or by counsel to present your claim for said legacy.~I," If,- ..,..SHS:mb Certified Mail '431607 Certified Mail #431608 Very truly yours, Sherman H.Siegel ,.t';.t~.t1\~~j,f!w:a~tll.a...""""~,,,11~tu.<tt-~.dij",~~"""IL~"j~-JO.~~._,.~~J.:..~~.~..;,j~I..:UtlH"::I~.1.;lailullllll1lOL •.a:.i••W1J~.u~~.;u:Ui:a ~uul.o ".~""~,~,__~..oJ!->o-·.u._ '.~:",:~:',),.:o,/i.:":~.'·~i.:,:..':-;. J>• fl,ugust'22,1973 ,,, Mrs.Goldie Stamets 36 Findley Place S.w. Massilon,Ohio 64646 Dear Mrs.Stamets: James Dorsev rams siyned a Hill on December 11,l~63, ~~herein he bequeathed to you the sum of $500.00.At his death, the page of the Will upon which said legacy was written was missing and the remainder of the Will together with additional memorandums signed by M:r.rams ~"ere probated and Letters Testament.ary '-V'ere issued to the undersigned as Executor by the Register of Wills of Nashington County. An c3lppeal has been taken from the probate of the \'7ill and the disposition of the appeal as well as the interpretatioll of the Will is before the Orphans'Court Division of the Court of Common P,leas for disposition on Tuesday,September 4,1973 at 10:00 o'clock A.M.The matter Nill be heard before Judge Simmons in the Orphans'Court Poom on the third floor of the court House at Washington,Pennsylvania. I am notifying you of the above so that you may be present .in person ()r 'by counsel to present your claim for said legacy. Very truly yours, ..'f SHC):mb Certified Mail #431609 " Sherman ,H.Siegel J' .. VI:J\·dIlN.;]"IlN nHI:;T 1llll1.PING ~..',. ,.\HI .\.,·\~lll .1 I" 'I UTHI.~l\:1 ::l.':.l~,' \\':\:->1 liN';1'1 '01,I'I:NNSYI \',\NI:\1\J,11 August 22,1973 Mr.Robert G.Davis R.D.#1 Ding Mans Ferry,Penna.18328 Dear Mr.Davis: James Dorsey lams signed a Will on December 11,1963, wherein he bequeathed to you the sum of $500.00.At his death, the page of the Will upon which said legacy was written was missing and the remainder of the Will together with additional memorandums signed by Mr.Iam~';we're probated and Letters Testamentary \v'ere issued to the undersign0d as Executor by the Register of Wills of Washington County. :\I'I\lIlNI:Y ,.\1'1:\\\' SIIEIOI,\N 11.stEla;!. An appeal has been taken from the probate of the will and the disposition of the appeal as well as the interpretation of the Will is before the Orphans'Court Division of the Court of Common Pleas for disposition on Tuesday,Septemper 4,1973 at 10:00 o'clock A.M.The matter will be heard before Judge Simmons in the Orphans'Court H.oom on the third floor of the Court House at Washington,Pennsylvania. I am notifying you of the above so that you may be present in p~rson or by counsel to present your claim for said legacy.~.. Very truly'yours, ".~·f SHS:mv Certified Mail #431606 I Sherman H.ISiegel IN THE COURT OF CO~~ON PLEAE OF WASHINGTON COUNTY,PENNA. ORJ?HANS,I:COURT DIVIS ION NO.1184 of 1970 IN RE~.' ESTATE OF JAMES DORSEY lAMS a/k/a J.D.lAMS,JR., Deceased AFFIDAVIT OF SERVICE ":',.t 'rl!'V'.---.J -., :E::.u (..0.'......'\.- :t'>-r-:~~j>c-;;..=~"..... ~. 1:;'.,; ,_..,.. J ~.. t.yo,; " -....,~>.....:....:'-.<:>J><n t, 4' SHERMAN H.SIEGEL ATTORNEY AT LA\X7 \X7ASHINGTON,PENNSYLVANIA -- WASHINGTON TRUSTBUILDING ....., ,.-- """ f •01',., '- ill THE COURT OF GOJVlNION PLEAS OF WASHINGTON COUNTY:,PENNA.,.... II •~ ORPHANS'COURT DIVISION INRE: Estate of JAMES DORSEY IAMS,a/k/a J.D.lAMS,JR., Deceased. ( ) .( ) ( ) ( ) ( o R D E R No.63 -70-1184 AND NOW,this 20th day of August,1975,the Court,after reviewing the briefs,exhibits,and other relevant materials,will make .the fo 1l0win~J order. The distribution of the estate of James Dorsey lams shall be as follows:· First,all of the decedent's debts,funeral expenses,and expenses of administration shall be paid. A gift of'$200 shall be made to the West Washington Methodist Church. .The sum of $500 shall be paid to each of the following persons: Goldie Stamets,Essie Rush Hannen,the heirs at law of Leasure Rush, Frank Rush,Floyd Rush,Lloyd Rush,Robert Rush,Walter Rush,Ethyl Riser,]~obert Davis,and Eoline Wright. The sum of $250 shall be paid to Genevieve Speicher and Dorothy Fritz. The balance of said Estate shall be paid to Eoline Wright .... at the rate of $100 per month . .. .. .~.I .,. If,8fter the payment of debts,funeral expenses,and other expense,. of administration,there is insufficient money to pay the above mentioned legacies,each of said legacie~shall be abated proportionately• .Ifexceptions are not taken to the within order within twenty days -after receiving a copy of the same,the above recited order shall become final. By the Court, .1 "~I _'4ro •",'1't-'l I~,·~~/<4 ~~.l .. •f !I,I ! .<' ir "'#.;~~r ."~--.. ... ~.'. -2- .....'.." IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'DIVISION In Re:Estate of J.D.lAMS,JR.,a/k/a J.DORSEY lAMS,JR.,and DORSEY lAMS,JR.,an incompetent. No.1288 of 1968 PETITION TO THE HONORABLE,PAUL A.SIMMONS,JUDGE OF THE SAID COURT: 1.In the above entitled proceeding,wherein J.D. lams,Jr.,an incompetent at the time,a Petition was presented by the Pittsburgh National Bank,as Guardian of the Estate of J.D. lams,Jr.,:an incompetent,stating that a certain Savings Account No.705 in the Mellon National Bank and Trust Company was in the names of James D.lams,Jr.,or Eoline Wright,having a balance as of November 17,1964,of $2,000.00. 2.That the Mellon National Bank and Trust Company requested that Eoline Wright,now known as Eoline McElroy,deliver the passbook for said account to the Court or to the Bank for I safekeeping to utilize for the use of the incompetent,J.D.Iams,l Jr.,in case assets of the incompetent's estate had been exhausted 3.By Court Order,said funds were frozen in the ha~ds of the said Mellon National Bank and Trust Company on or about December 4,1'69,and your petitioner was per~itted to keep the passbook to see if the proceeds of this account were needed by the said J.D:lams,Jr.during his tifetime. 4.The said J.D.lams,Jr.died the 1st .d~y of October,1970 and his estate was solvent enough to take care of all of his last illness expenses,expenses of the Guardian, Pittsburgh National Bank,and all the estate expenses for adminis- .'.". tration. c,''" (See No.63-70-1184,Court of Common Pleas,Orphans' Division for accounting and Court Order). 5.The ,said funds represented by said passbook now belong to Eoline Wright,now known as Eoline McElroy,as said Account was a joint account with right of survivorship and was not needed for the said J.D.lams,Jr.fturing his lifetime,nor was it needed by his estate to pay any of his expenses . ., WHEREFORE,your Petitioner prays your Honorable Court to direct the Mellon National Bank and Trust Company to pay the said proceeds to the said Eoline Wright,also known as roline Wright"now known as Eoline McElroy,upon her presentation of said ;passbook for Account No.705 and her signing of the proper receipt for said funds to Mellon National Bank and Trust Company,or its successors. GREENLEE,RICHMAN,DERRICO &POSA 171//~"BY_--l('dl,~,m~tfJlJ.i,:..~j..iL.=..~~C-lf-1f\,-==~~i!l4~~l~/--;--__ VAttorney~for Petitioner 1'''~. ". COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ''''.. SS: .. Before me,the undersigned authority,a Notary Public in and for said County and State,personally appeared PATRICK C. DERRICO,Esquire,of GREENLEE,RICHMAN,DERRICO &POSA,Attorneys for Eoline Wright,now known as Eoline McElroy,the Petitioner in the foregoing Petition,who,being duly sworn according to law, deposes and says that the facts set forth therein are all true and correct,according to his information,knowledge and belief. Sworn to and subscribed before'me this 9th'day of December,1975 Washington County,Pennsylvania ~~·~.i;:HENRY K.SAMPLES - <""Notary Public.Washington,Washington Cd.. "My CumrniS$ion expires November 19,1979 My Commission Expires-------- ,...'..- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'DIVISION In Re:Estate of J.D.lAMS,JR.,a/k/a .J.DORSEY lAMS,JR.,and DORSEY lAMS,JR.,an incompetent No.1288 of 1968 AND NOW,this o R D E R J£!daYOf~,1975,upon consideration of the annexed Petition,it is ORDERED AND DECREED that Mellon Bank,N.A.,Successor to Mellon National Bank and Trust Company,is hereby ordered to turn over the proceeds of Savings Account No.705 regist~red in the names of J.D.lams,Jr. or Ioline Wright,also known as Eoline Wright,now known as Eoline 1McElroy,on her producing s~idpassbook for said Account No.705 and signing necessary receipts protecting Mellon Bank,N.A., Successor to Mellon National"Bank and Trust 'Company,used normally when accounts are closed out by the holders of said similar accounts. By the Court, J. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,.PENNSYLVANIA ORPHANS'DIVISION In Re:Estate of JAMES DORSEY IAHS a/k/a J.D.lAMS,JR., Deceased NO.63-70-1184 PETITION TO TERMINATE TRUST TO THE HONORABLE PAUL A.SIMMONS,JUDGE OF THE SAID COURT: AND NOW,come GREENLEE,RICH~~N,DERRICO &POSA,by Patrick C.Derrico,Esquire,Attorne~for Eoline Wright,now known as Eoline McElroy,hereby petition the Court,whereof the followin is a statement: 1.That Eoline Wright,now known as Eoline McElroy,is the residuary legatee of the above entitled estate,per Court Order of August 20,1975. 2.That the appeal ~ime .on said Order has expired. 3.After the,debts,administration expenses and the Inheritance Tax,and the distributions cif the cash legacies have been paid,there will be very little cash in the hands of the Executor ,or Trustee,with which to pay the petitioner the sum of $100 per month. This will leave the real estate,appraised at $5,000.00,as the only fund out of which the Trustees must pay the $100 per month to Eoline Wright. 4.Eoline Wright is desirous of keeping the real estat intact as a home for ~erself,which seemed to be the purpose of th Will. 5.Since the Trustee would have to sell the real estat in order to comply with the $100 a month Order of your Court,your Petitioner is herein requesting the Court to make an award of the real estate directly to her,distributing the balance of the estate directly to her,as it appears obvious that the original purpose of the Will appears impractical to carry out. 6.Had the estate been administered immediately on Mr. lams'death,which occurred on October 1,1970,and had the ori- ginal purpose of the Will been carried out,at $100.00 a month to Eoline Wright,now known as Eoline McElroy,the real estate would have had to been sold;and,at $5,000.00 it would only have been 50 months before the estate was depleted.There has elapsed more than 50 months since the date of death. WHEREFORE,your.Petitioner prays your Honorable Court to award the balance of the estate of James Dorsey lams, also known as J.D.lams,Jr.,Deceased,including the real estate, which is to be certified,to Eoline Wright,now known as Eoline McElroy,in accordance with Section 6102 of Probates of Estates and Fiduciaries Code. GREENLEE,RICHMAN,DERRICO &POSA ~, By I j~ At,rneys·for Eoline Wright, now known as Eoline McElroy COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON Before me,the undersigned authority,a Notary Public in and for said County and State,personally appeared PATRICK C. DERRICO,Esquire,of GREENLEE,RICHMAN,DERRICO &POSA,Attorneys for Eoline Wright,now known as Eoline McElroy,who,being duly sworn according to law,deposes and says that the facts set forth in the foregoing Petition are true and correct,according to his information,knowledge and belief. Patrick C.Berrico Sworn to and subscribed before me this 9th day of December,1975 4~~~ Notary Pul/Jic,WashlftRtGJI,Washington Co. My (',gm1'l'tlilliolllxDlres Hoveml\8r-19..1979MyComm1.13s1on Explres _ 6lt'l '6T J9q1lll).'ON $o.l!d)l3tlt'.~AW 'OJ~utllst~'uolllfjNS~M}'tJqJ!d hel0N ~fS·)1 ~;.' IN THE COURT OF COMMON PLEAS OF WAS?INGTON COUNTY~PENNSYLVANIA ORPHANS'DIVISION In Re:Estate of ) ) JAMES DORSEY lAMS,a/k/a ) .)No.63-70-1184 J.D.lAMS,JR.,) ) Deceased ) AND NOW, o R D E R "111/.lL //J -this'~day of ~',1975,upon consideration of the annexed Petition,and in accordance with Section 6102 of the Probates of Estates and Fiduciaries Code,the ,11 trust in the above entitled estate is hereby terminated and the balance of the estate is awarded to Eoline Wright,now known as Eoline McElroy,including the real estate,which shall be certifie to her;said real estate being described as follows: ALL that parcel of ground situate in the Eighth Ward of the City of Washington,Washington County, Pennsylvania,being known and designated as Lots ,No.1 and No.2 in Block E in the Shirl's Grove Addition,upon which is erected a dwelling house known as 425 Fayette Street. By the Court, J. J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I'COURT DIVISION IN RE: ESTATE:OF JAMES DORSEY lAMS a/k/a J.D.,lAMS,JR.,deceased .. ) NO.63-70-1184 PAY TRANSCRIPT The undersigned hereby acknowledge to have received of Sherman H.Siegel,Executor,of the Estate of James Dorsey lams also known as J.D.lams,Jr.,deceased,payment in full,in accordance with Schedule of Distribution of the Court. Olga Woodward,Recorder -costs certification of real estate Russell Marino,Register af Wills 14.00 52.00 Russell Marino,Agent -inheritance taxes 2237 .01 =-[!'~~~~~/ny"!:'_~4'J~~~=e~"~.....~:zr-'~.J-",, Mar~no,Agent n'1 West Washington Methodist Church -legacy John C.Rogers,Attorney for Goldie Stam~t-s-legacy 200.00 West Washington Methodist ~Church ",-~"~"'~e<'.""-! i\, l',. John C.Rogers,Attorney for ~~ LeaSurE!Rush Estate -legacy 500.00~4'<~.A< (Donald H'.Rush &'Robert L.Rush),~C.Rogers ~squ~re ,; .-~tl t4~Q!nurt nf (JJnmmnu ~~n~a!i nf lIu111]1«9tn«mnunty (@rpqaun ~mnurt miuhlinu In the matter of the Audit of Account in J 1 f JAMES DORSEY,IAMS a/k/aEstate0 ( J.D.IAMS,JR.,deceased TO THE AUDITING JUDGE: No.1184 of 1970 Enter my appearance for --=A:.:..;c:-c:...=o--:u::::n:::..:t:.:a=-::n=-:t=---_ ____,day of ~_-_"-_-_-_--_-_-_-_---72,19__ N.B.-Counsel shall,by separ,ate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.1 1 84'0 f 1 97 0 In ra Audit of Account in Estalte of JAMES DORSEY lAMS a/k/a J.D.lAMS,JR.,deceased AUDIT 'rtt~tip~fnr !\pP~ttrttUr~ FOR SHERMAN H.SIEGEL,Executor SHERMAN H.SIEGEL,ESQUIRE Attorney -.'. lin t~r ®rp~anB'<!Lourt of IlhtB1Jington <!Lounty In the matter of the Audit of Account in \ Estate of JAMES DORSF.Y TAMS,s/k/a I JAMES DORSEY lAMS,JR. TO THE AUDITING JUDGE: No.1184..19---.7..Q.A.A. Enter my appearance for.Robert L.Rw~h and Dona]d H.BllSh,on]y heirs at law of LeaZllre Rusb l w bQ died,intest.ate,March 22 1 ]97]. ---...~,fi...f.,'/I~~/7 d -"-, ];z,th day of Fe bruary ,19--.1..2. N.B.-Counsel shall.by separate paper,present a concise statement of each claim.with supporting calculation of any interest claimed.Objections to an account as filed,shall b,e concisely stated in a separate paper, Council suggesting proper distribution shall file a separate concise state- ment in that regard. -, No.1184,,19-'2.0...,A.A. In re Audit of Account in Estate of JA~,mS DORSEY I11MS,a/kLa -)j ': JA~,1ES DORSEY 111)18,JR." AUDIT Jrarrtpr for ~ppratanrr FOR Robert L.Rush and G Donald H.Rush John C.Rogers Attorney it..! '...h,r ~tt tlrr <trnurt nf <trnmmnu 'lruli nf lUanqiugtnu <trnuuty (@rpqaun ~<trnurt iliuininu In the matter of the Audit of Account in Estate of JAMES DORSEY lAMS.a/k/a I J.D ~lAMS,JR.,de c ' d • TO THE AUDITING JUDGE: N~1184 of 1970,A.A. Enter my appearance for ---.:F:::....:!:l~o~y~d~R~u~s!..!:h=_____'__ Frank E.Rush Lloyd Rush RObert Rush Walter Rush Ethyl Riser Genevie Speicher Dorothy Amos' ----JE~---- 30th day of August , N.B.-Counsel small,by separaitepaper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated ina se·parate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. (~) 1184 of 1970,A.A.No.._ In re Audit of Account in EstaJe of JAMES DORSEY'lAMS,a/k/a J.D.lAMS,JR.,decld.-- AUDIT 'ratript fnr .ApptaraUrt FOR Floyd Rush Pi'an k .t:.Rush Lloyd .ttush Robert Hush Walter Rush Ethyl Riser Genevie Speicher Dorothy Amos John C.R'ogers, Attorney JOHN C.ROGER~2 Attorney at Law • 1026 Washington Trust Bldg. Washington,Penna.1530i JJ'-. I "J ~ /.-., ~h tq~O!nurt nf O!nmmnn 'l~u!l nf munqingtnn O!nunty (@rpqunn'O!nurt lIinininn In the ma,tter of the Audit of Account in \ Estate of JAIVlES DORSEY lAMS,a/k/a J~D.lAMS,JR.,dec'd. TO THE AUDITING JUDGE: No.1184 of 1970,iii.A. Enter my appearance for__--=::G~o~l~dc=i~e~.!::S~t:!..as:;mlLLSeLt!U2s _,_------- Robert G.Davis /'\~.b-4 .(?g;,~ 12th day of.{1 Se;eX:-ber --"~1:7;: ~.,rJf, \.... ",-,-' N.B.-Counsel shall,by separrute pape,r,present a concise statement of each claim,wHh supporting calculation of any interest claimed.Objections to an account as filed,shall be concis,ely st,ated in a separate paper. Council suggesting proper distribu,tion shall file a separate concise state- ment in that regard. No.1184 of 1970,A.A. In re Audit of Account in Estate of JAMES DOrlSEY IAl~,a/k/a J.D.rAnIS,JR.,dec 1d. AUDIT Jrattipt fnr !\pptaraUrt FOR Goldie Stamets Robert G.Davis John C.Rogers, Attorney r ·if .c¥.Ci .> PETITION SUR AUDIT IN THE OIRPHANS'COURT OF WASHINGTON COUNiY T"tale Form J JAMES DORSEY rAMS a/k/a J.D.Estate of -----------. ~.~?.(~.:R _ _ __._.._._. .DeceaBed No ~.~.?~..__g_~J~.?Q __.._ . Fiduciary ..~!?__~~~C?:~~_~._.§.~~.CJ.~J!. ~~.~9~J::9.~-----. Date of Date of Decedent's death .QQ.t.Q)Q.~r l.,l.9.].Q __--_Grant of Le!tters De.cernbex 7·T ···19.7.0..__. This is the Kt.:r.~.t...9.ng..J~'.i.n9.1 account filed in this estate If there have been former accounts filed in this estate,list file number or number and term.._.._. ..............................................................._~~_~9.~~.~~~.~99.~~.t§~.t.J:~.<;T.~- . Election to take NONE lXKIxo{Of~K~~X(cross out one} Date Election Place of; Filed _Record __...... Name of surviving spouse __..__..~P.~~_~~_..P.~.~~.~~.~~.~_~~__.~.~~t~:t;.9L __._....___..--""-.--. List issue,where material: None Did decedent marry after execution of will?{indicate}XKs.No.Any children born after execution of will?{indicate} ~.No.If answer yes,nallle them ______--.... .......____._-____..-__-----__--------_-_-__.-------__---------. Legatees Eoline Wright (McElroy) James B.rams Rpth rams Relationship None' Nephew Niece Interest Fiduciary,if deceased or not sui juris The quantum of the estate bequeathed will require interpretation of Court. List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: Household furniture and contents,and automobile sold at public sale by Pittsburgh National Bank,Guardian of J.D.rams,Jr.,an incompetent in administration of incompetent's estate during incompetent's lifetime. If partial intestacy,give facts: Will requires interpretation by the Court. 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.mto.Notice has been given to above named legatees andtointestateheirsofdecederit. If .'..Noneanyexceptiongiveoause,.. File copy of Notice.. and date of mailing...!:J:.9:t;.~~.~..~~JJ~.c;1 ..lJ,~g~~.t....Z.~.,....l9.1.2~...co.py...o£..s.ame..att..acheQ...h.EH:€W.i--th... Is estate subject to the filing of a Federal Estate Tax Retui'r'I~.•.............~.9.:. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.9.~~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenar'lt ~9:!:~!l:E?. Wright McElroy,possible life tenant.Birtli date -May 28,1932. Subject to interpretation of Will by Court . .................._----__._----___-__-_-_---___-_-__-_.__-. 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. Liquidating Committee acting on behalf of the shareholders of Washington Manor $776.76 for care of decedent from April 25,1968 to June 4,1968,being a period of 41 days of the first 100 days that decedent was confined to Washington Manor,Medicare having disallowed payments for said period of time. Appeals were taken from the decision of Medicare through Social Security Administration without success.Accountant reluctantly admits that the balance of $776.76 is payable to the Liquidating Committee.See correspondence attached herewith. 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: See Reference Sheet attached. Balance for distribution per account, Itemize any additional debits not shown by account:$13,465.41.................................... , "J:.. ~: e' 75.00 $None .Total radditional debits (Add) Itemi:z;e any.additional credits not shown by account: 1972 --JUrY ~1 Reg.of.rWills -sht.certificate 1.00 Aug.~,9 I""'.:"-""1.00 -,S.W.Mfller Agency-fire ins .premium 61.00 Morris Ins.Agency-liab.ins.premium 12.00 Total additional credits (Subtract)$. Balance for distribution $~.~.~.~.~.?:.~.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1/64th interest oil and gas leaseR.E.Montgomery Farm (Amwell Twp.)$1.00 1/50th interest oil and gas leaseJ.J.Tenant Farm (Amwell Twp.)1.00 House and lot -425 Fayette St.,8th Ward,Washington,Pa.5,000.00 (See legal description attached herewith) Cash "'. t:e.;'f ,,-Z-7 -tt 5 -•ol :t1..••...~_u,_, " --, Not claimed.If Family Exemption claimed by Petition,give place of Record:_"_..__;. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:"__ . List any advancement or distribution on account that has been made,and nature and amount of same: None. Suggested distribution of balcmce shown,both as to principal and income,attaching signed and itemized elections to take in ,kind if balance is not in cosh:residuary shares being stated in proportions: .~ (1)Audit cost's. "(2)I'nheritancetaXE!s . •>-:(3)B'ala"Ilceto such persons as the Court may determine to be entitled either under the writings probated or.under the Intestate Laws of the Commonwealth .of Pennsylvania.,In the event -that the Court should find that all or a portion of the Estate passes under the Intestate Law,counsel attaches herewith a list of said Intestate Heirs as the same have been brought to the attention of Accountant. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciory or representative thereof, being duly_..__."..~.~E~_.___.doth depose and say that the facts set forth in the foregoing petition are true to the best oL...._hi.?.."_..."..."......knowledge and belief. ................s.WQ.r.:n to and subscribed before ~e this .I~h."..:day(Q(?~p.~~.~.l?~il....y.~i1 ". Signature of Offlcer.."1'.n'O"'~.~.R~. . I f Off'.MAR~E AILS "",.Tit e 0 Icer.."...."....··lIQTARV·I..~C•.••.•,r«.•.••...........•.''I ASHI ON CO..l"f\.Ii. .WASHINGTg~·NWEXPIRES FEll.a71 19hOfficeexplres....,.~.~M~l1.l~.....•••......•.•..•.......•.......•.""""'" .........................................................................................................'!'. \.--~ No.1184 of 1970 , I r! lL f Estate of......:J.M1ES...O.QRS.EX...IAMS...aLkLa J.D.IAMS,JR. Deceased Fiduciary ~.J:l:~~~~Ii.~?!.~g.~J:.,. Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9: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. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. SHERMAN H.SIEGEL,ESQUIRE Attorney ~2 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,'PENNSYLVANIA (ORPHANS'COURT DIVISION) NO.1184 of 1970 ) IN RE: ESTATE OF JAM.ES DORSEY lAMS a/k/a- J ..D'.lAMS,JR.,deceased DESCRIPTION OF REAL ESTATE ALL those certain lots of ground situate in the Eighth.Ward of the City of Washington,.Washington County, Pennsylvania,known.and designated as Lots'Nos.1 and 2 in Block E in the plan of lots laid out by James S.Stocking et ale embracing part of the land purchased by them from Harry Shirls and CatherineShirls,his wife,which plan of lots is called "The Shirl's ,Grove Addition to Washington"and the said lot of ground hereby conveyed being thus described: BOUNDED on the North by ,Lot No.3,on the South by Fayette Street,on the West by a 20 foot alley and on the East by Broo]~sideAvenue.Being'60'feet on Brookside Street and extending back of the same uniform width 150 feet along Fayette Street. BEING the same as conveyed to J.D.lams,Jr.and Thelma ICimsi'his wife,by deed'of J.-D.lams and Sara F.lams,his wife,dated November 22,1939 and recorded in the Recorder "s Office for said County in Deed Book 647 page 6.The said· Thelma lams died whereupon the entire title to said property vested in J.D.lams,Jr.as surviving tenant by the entireties. Notice of Audit and copy of 'First and Final Account mailed August 22, 1972: Mrs.!Eoline Wright (McElroy) Mr.James B.lams Mr.Robert I.Edqar Notice of Audit mailed August 22,1972: Mrs.Carol Ann Myers Mrs.Kathleen Haviland M.rs.Sara Cain Mr.Charles S.lams Mr.Dorsey lams Mrs.Mary H.lams McNay Mrs.Sara Conger Pyea~te Mr.J.Dorsey Conger Mrs.Mary Conger Kraft M.rs.Frances Corbett Mr.Ralph C.lams Mr.William A.lams,Jr. Mr.Jack S.lams 425 Fayette St. Washington,Penna. 34 Wilson Avenue Washington,Penna. 10 Green Crescent Drive Washington,Penna. Box 625,Hobe Sound,Florida 3228 Brownsville Road Pittsburgh,Penna. R.D.#5,Waynesburg,Penna. South Woodland Ave. Waynesburg,Penna. 26720 Richmond Heights Cleveland,Ohio 159 Field Rock Road Southport Connecticut 501 E.Knox Drive Tuscan,Arizona Address unknown 3231 Mogowan Drive Santa Rosa;California 1538 W.Hazelwood,Apt.4 Phoenix,Arizona 307 Katherine Avenue Brownsville,Penna. 65 Orchard Terrace Washington,Penna. 9146 Browns LaneLanham,Maryland ,SHERMAN H.SIEGEL ATTORNEY AT LAW WASHINGTON,PENNSYLVANIA WASHINGTON TRUST BUILDING IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF JAMES DORSEY lAMS a/k/a J.D.lAMS,JR.,deceased Mrs.Frances Corbett 1538 W.Hazelwood,Apt.4 To Phoenix,Arizona ) ) ) ) NO.1184 OF 19 70 A.A. NOTICE OF FILING ACCOUNT AND AUDIT SHERMAN H.SIEGEL, Attorney for Accountant.Dated at Washington,Pa•• August 22,1972. PLEASE TAKE NOTICE that the Account of Sherman H.Siegel, Executor of the above captioned Estate,has been filed in the Office of the Register of Wills·of Washington County,Pa.,at the above Number.and that the same will be called fo~au"t before the OrphansI Cou.rt at Washington,Pa.,at the .session of s co"urt?egin~~dneSday, Sept.13,1972 at 10:00 o'clock A.M.a~whlch tlme a place you may appear and be,heard,if you so desi P.S.Balance for distribution per Account is $13,465.41. J 'i.: , IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DNISION THE HONORABLE RICHARD DI SALLE,J., 'Specially Presiding. • \ ill RE: Estate of JAMES DORSEY lAMS,a/k/a J.D.lAMS,JR., ~Deceased.z0(>.J>-1IIZZIII II. i.oI-.~BEFORE: :t1II0( ~ ( ) ( )No.1184 of 1970 ( ) ( HEARING ON AUDIT for the audit of this accou nL There are many complications in this The estate of James Dorsey lams,also known Wednesday,September 13,1972,at 10:00 A.M.,EnST SHERMAN H.SIEGEL,Esquire,of Washington,Pa , represen.ting the Accountant. PATRICK DERRICO,ESQ.,of Washington,Penna. representing Eoline Wright McElroy. ...j,." , I • ....as;J..p.lams,.Jr::The Executor is Sherman H.Siegel and the ;L ~-.'"l ;att?~n~y,~s ShermaJ)H.Siegel. j,,l,,11,..l'.,...~ MR.SIEGEL:If Your'Honor please,I have the necessary pap~rs ..:oii: ~APPE.ARANCES:o .J0( oo ::J.., :tf- "~TIME:t.,,.~~;.. t 1:".,.~.'-•.~t .,t #>r..-"1&1 I ...~f ••:...•i .,oI~~;~"j..~~. o~THE COURT:ll: l-ll: ::Joo oJ 0( o ii:II.o estate,Your Honor.The decedent 'vas adjudicated an incompeten ,> .for about t,vo or three years prior to his death.And at his death the \Vill,which was discovered,consisted of the second page of a .::two-page "Will 'vhiChhad been prepared by counsel.The first page II------,.-r------------------..:------.;,--.J-- •I',1,... '".,."\.having been---not being discovered,and the second page was ":~....'~y'"-,0+..,/f'!"'".~ I ~~1··l ~..,-.( •,It '.•/.~,f'• .,''t ,,1 1"'"".,.'in.r~tl{bedjbitliedeced~rit~ahd'·'tn'e:dateof the interlineations not,.- ? There was a codicil number one,which had been prepar ed{indicated..,"f~ •~~t ',.•,~lby c'ou,ris~,l,{vhic,h was intact.And there 'vas a type'vritten codicil ~z<>oJ>-III ZZ.\&I II, io. ~C)' Z :J:III<~ ~U II:~IIIC oJ< ~C:l.... J:... l"-N uiII:\&I ~II:oII,III II: ~II::loU oJ< uii:II.o \',appar4eJ?-ttY~'Ubsequent to that,but dated before,but it had to be -I J • later than the first codicil.And then there 'vas a holographic paper which 'bas about six lines at the top and the decedent's signature down at the bottom,all of which will require interpretation by the ':'court. I understand that Mr.Coqte,who represents, '.... the intestate heirs,either is planning or has filed an appeal from the probate of the Will. The second item,Your Honor,that involves consideration by the Court,the decedent,prior to the declaration f his incompetency,had created a joint savings account in the Mellor National Bank '''lith Eoline Wright,who "vas a housekeeper for hin And after the incompetency proceeding~,ttle .C;ourt had issued an or er to Mellon Bank,enjoining it from transferring these funds to anybody without order of Court.So this savings account is intact yE t ~and has never been distri,hute.d;:to any person.Mrs.Wright is ir ,, Court -here.She is now ;tVIrs.McElroy and s,he is represented by Mr.Derrico.She is also named in this Will'which we discussed w'th The Court. ,. The third item I'd"like to.call to the Court's-----,---------~..:..-..-...:.;.;;.:,::...:.:....:~:...:...::....:.:;::..:....:.:.:...:.:::.=....:.:....==-..:..::..=.:.-=--___4_--1 --------,-------;-;--------------------------,------------,------------,--------- 3 ."attention is.the fact that there is a claim presented by the Iiiquidatir g .0ommittee on behalf of the shareholders of Washington Manor for 776.76 for care rendered to the decedent for a period of 41 days while he was at .the Washington Manor,Medicare disallowecl the payment: r..for this period of time,claiming all this decedent required '.v,as,' '".:,the Washington County I',~rsonal Property..r will have to meet with f ....~"'.(",til t:..'f.'~• _ ,:f ".§.'.""I.' f...I ~"_"..,...,,:"J..,__'.,":.":''''•.,".•.~"the clerk dovvn"there and I think they helve,assesseq us too much be I cust?d~,al"_ca~e."And w~~t9o,k/~pp:als3~?m their finding without ,.'J I ,.I \I,I..''.'" -t I .•.''....",'{....'fJ ~....-";,. success,so re±uotantilly;pve admit the payment due ..' I .' ,•"'./.~~_.r .",,,,-.' .'Th~:'last item I think,Your Honor,is a claim'by,'r,, ause . and Vve will get the "i/ord up to the Court. some of the assets that they list are ex~essively.valued. ~!:!.~,-n:~,. l-ll) ~THE COURT:.~.ugMR.SIEGEL:.., J:..t-N That's a total of $27.78. Yes,Your Honor.I 'v ill meet with the clerk ,on behalf of Mrs.McElroy on this bank account matter.I 'vill matter with Mr.Siegel six months ago ,at least,and had determine '. All I want to "tloci:s have the Court note my appearance '.I had discussed thissubmitawriU~nl appearance on the thing. DERRICO: !Iia:~MR.a:oa.IIIa: f-a::>ou .J« Uii:...o at that time to present a petition asking the Court to dismiss this Court Order '.vhich 'vas entered before Mr.lams'death even.And be easier to handle it.I did not assume·that it would be part of the assets or in any 'vay made part of the estate proceedings.But i~ha~ not been returned as par.t of the assets:'S.lo it see~s to me there's -------1r--·--------------:-'-~---------___lI_--1 be en no reason why that order 'vas not dissolved at this point.It " had been made,my understanding,shortly before Mr.lams died ~ with the idea that in case he needed this money to take care of him, there 'Nas a possibility that the funds would be available.Mrs. McElroy at that time did not object to the Court Order at that/time and since thct time,he has died and the assets in,the fes:;tctl€2ar.e ·more than adequate to take care of any of the expenses and bills, for thatJ1latter,.there's a sizeable balance.But I don't think we {,. should go.into a Court proceeding to get that thing resolved,. .The Court Order ,stopped any funds being taken from the joint bank ., acc6unt~---period.No\v this order was made,I do'nlt kno'v when, . •~J'11"\I •t ~11 t..,~ .b0~t i{was"~p;~re~tlfY'Sh6~t{&.i·,~b~f6;·~hedied.The joint account hac been.set up in 1964,three or four years before he had been declarE d ~}'·/t \~tt·,,_~~,t'·~t"l f ",~i,t .t -+incom,petent..And as I say,the way I see it,as of the date of death ~..;.~+~.11 lVIrr•Ia.ms·,actually ciissblved the Court Order.Whatever the reaso ViTas for the order,it surely didn't ~ave.any reason after he died. 4 But we will submit a memorandum...~ The reason I'm saying this,I don't 'vant to get that tied up with the possibility that somebody is going to contest the Will or contest the probate of that Will. THE COURT: MR.DERRICO: What name is on the bank'account? Mr.lams and Eoline Wright,who t,urns .out. to be later Eoline Mc Elroy.She got married. THE COURT:That is your client'. .--,. 5 I . I ~;::..., v ~.<. ". ..t""')r ... :~~DE~:R.IC9,: .. THE COU'RT: •"'I ~ I ),.-'..'r ...,.f MR.D~,R;RIGO:·':. •\','..i'/f'Yes.:.:'·"t.__1 I.......- Just the two names? .~ .(.Yes. THE COURT:";',',._ .'t.'.Itt.-\/r l...".,.t ;i,;,Was it a survivorship account? MR.DERRICO:Yes.It is my understanding it was.And as I salT, be dissolved:But we 'vill submit a little statement to that effect.; I am saying there is a possibilityfrom"Mcr.:Conte possibly,the' " 0(it was not an adversary proceeding when this thing was set up.If z 0(~he needed it s he would gladly relinquish the money if there 'vas neekI l/lz Z~to us e ·it.As I see it,on the date of his death the Court Order shou d zoI-elZ Xl/l0(:: ",, .:uii:I-l/lo oJ0( U C ::J... :t.."N ,question of the probate of this..wUI:ljustdon't 'vant to tie up that bank account during that period of time if there is no peed,to it. l'don't think it has anything to do 'vith the Will.I think Mr.Siegel agrees with me. to the Court also that because of the question a bout the Will,I the decedent 'vas competent at the time he created the joint accoun I hut it was created long before the incompetency.I'd like to point o~t I think I agree.The only questiop would bie whe heriii· ffi MR.SIEGEL:l-ll:o0-w lI: l-ll: ::Jo U oJ0( u iLlLo notified all of the intestate heirs of the audit and Frank Conte represents some of them. THE COURT:Yes.I understand he filed an appeal from the probate. MR.SffEGEL:He indicated he was going to:There is a firm in Pittsburgh,Miller,Enbvisle &Duff,'vho represents Mrs . -'-------jr-----------------,-----'--------~- ",' 6 Kathleen Haviland,one of the intestate heirs.I believe he is 'vorki g with Mr.Conte in their common cause. THE COURT:I'd suggest on the bank account,why don't you and Mr.Siegel get together and file a stipulation on it::'And Mr.C nte MR.DEHRICO:We will do that.,We "",ill make sure'he gets notice of 'vhat we are going to do. ,. rslise it. 0( z0(~>-VIZZ~THE COURT: If he has:.lany objection,he ca ,Is there anyone here interested in the estate of.;' James Dorsey lams?...r The he~rings 'vill be'i?et on these various rm tte s. ,•t .•...-.,!,~,. .'"' / ,.,f I ',.,. J:..,:1'.,.. • u THE COURT:ir ~" lii ,'.'\I~.;!'...~..."~~':.".(f.UDIT CLOSED ) §..'L."f',."c· :J.., :z:......(II • •iii ~I hereby certify that the proceedings and evidence are contairiedI-0::0,•~.,.~fully and accurately in the notes taken by me on the hearing of the above I-. 0::8cause,and that this copy is a correct ranscript of the same. .J 0( uii:II.o The foregoing record of the proceedings upon the hearing of the aboVe cause is hereby approved and directed to 'be filed. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF .JAMES DORSEY lAMS a/k/a J.D.lAMS,JR., : DecE~ased ) NO.63-70-1184 PETITION FOR DISTRIBUTION OF ESTATE The petition of Sherman H.Siegel,Executor of the Estate of James Dorsey lams also known as J.D.lams,Jr., respectfully represents: 1.That your petitioner filed his First and Final Account of the administration of said estate at the above referenc:ed proceeding,which Account was audited by Your Honorable Court. 2.That appeals were filed from the probate of Decedent's Will and after testimony taken,Your Honorable Court entered its Order dated August 20,1975,awarding distribution of said estate,.a copy of which is attached herewith. 3.That in said Order,an award of $500.00 legacy was inadvertently made by the Court to Essie Rush Hannen,sister- in-law clf Decedent,who predeceased the Decedent,thereby causing said legacy to lapse. 4.That petitioner attaches herewith Supplemental Accounti.ng of his administration of said estate from the date of the Audi.t Petition to the date hereof,as well as a proposed schedule of distribution. WHEREFORE,petitioner prays Your Honorable Court: (1)To amend its decree dated August 20,1975,by vacatin9 the award of $500.00 legacy to Essie Rush Hannen. (2)To approve the Supplenental Account and proposed Schedule of Distribution attached herewith. Conunonwealth of Pennsylvania )~ ::SS: county of Washington Personally appeared before me,the undersigned authorii:y,Sherman H.Siegel,Executor of the Estate of James Dorsey lams a/k/a J.D.lams,Jr.,who being duly sworn according to law,deposes and says that the facts set forth in the fore- going pE~tition are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 2nd day of December,1975. ET BAILS,NOTARY PUBLIC WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES FEB.27,197i It .'..' •.. i',~(,. IN THE COURT OF COMMON PLEAS OF ttllASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ES'I'ATE OF NO.63-70-1184 JAMES DORSEY lAMS a/k/a J.D•lAMS,JR., DECEASED SUPPLEMENTAL ACCOUNT 'OF SHERMAN H.SIEGEL,EXECUTOR UNDER WILL OF JAMES DORSEY lAMS a/k/a J.D.IAMS,JR. Balance per Audit Petition InCome received since filing of Audit Petition: $13,390.41 McElroy rents Oil and gas rents First Federal Savings &Loan Assn. of Washington -interest Total charges against Executor $1427.78 39.00- 1420.76.2,887.54 $16,277.95 Credits since filing of Audit Petition: 1973 Jan.17 Washington County Pers.Prop.tax $14.71 15 Morris Ins.Agency Liab.insurance 11.00 Apr.13 Pa.Dept.of Revenue 1972 Income tax 29.42 Aug.3 Wash.County Reps. 7 Observer Pub.Co. Legal advt. -Legal Advt. 49.40 59.30 Malcolm L.Morgan 1973 County tax 37.80 10 Postmaster Certrfied mail 7.42 Sept.18 Wash.Co.Tax Claims Bureau 1972 School tax 129.87 18 Harry Cook 1973 School tax 111.13 1974 Feb.25 Pa.Dept.of Revenue 1973 Income tax 12.46 Mar.5 Harry Cook June 24 Donald McElroy 1973 City tax Repairs 88.20 50.00 July 12 'vHarry R.Cook 1974 School tax 158.47 Dec.23 Harry R.Cook 1974 City tax (continued) 88.20 ,J 1 ,. IN RE: ESTATg OF NO.63-70.;..1184 JAMES DORSEY lAMS DECEASED Credits since filing of Audit Petition (continued): 1975 ..".'.\, Apr.14 .Internal Revenue Service 1974 Income tax $2.83 14 Pa.Dept.of Revenue 1974 Income tax 12.61 17 Malcolm L.Morgan 1974 County tax 43.89 18 Malcolm L.Morgan 1975 County tax 37.90 17 Morris Ins.Agency Liability Insurance 22.00 July 7 Harry Cook 1975 School tax 162.58 7 Harry Cook 1975 City tax 84.00__c_--.,._~...-.....-..-_.~. Oct.1 Washington Manor Liquidating Committee·Account due 776.76 1 Sherman H.Siegel Balance Attorney and Executor's fees 800.00 $2789 95 Balance for distribution $1348800 See Proposed Schedule of Distribution Attached. r'l.'1" ... I .• ~u t4r <1!Jlluri of mammon 'Iran of lIus4iugtnn <trouniy. ii[runsyluania.@rp4null'<trum mittistntt ESTATE OF JAMES DORSEY lAMS a/k/a J.D lAMS,JR.,Deceased No.63,..70..1184 In the matter of the Supplemental Account of Sherman H.Siegel, Executor ADJUDICATION AND DECREE And now December 19!.2-this matter came on for hearing, audit and distribution at this session and testimony taken;'and the;eupon,up~n due con.sideration thereof the balance for distribution in the hands of the Accountant IS determmed to be $13,488.00 and the account is accordingly confirmed;and it is o~dered, adjudged and decreed that the said balance be paid out by the Accountant in ac.cordance with .the schedule of distribution hereto attached and made a part hereof,unless exceptIons hereto be fated sec.reg.or .an <lppelJI be taken,~erefrom sec.leg, SCHEDULE OF DISTRIBUTION Balance per account:_ Balance!_ Deduct Clerk's Cost~i &ReceijJt's.s --------1 Attomey.S_H_E_R_'M'_A_N_H_._S_I_E_G_E_L.....:..,_E_S.;;;:Q_U_I_R_E 1 $13,488.00 $,---- EOLINE WRIGHT -refund net rental account SHERMAN H.SIEGEL,ESQ .....reaward for tax contingencies and costs WEST WASHINGTON METHODIST CHURCH ...legacy GOLDIE STAMETS ...legacy CJohn C.Rogers,Esq.) 761.40 200.0·°1 200.001 500.00 12,726.60 12,526.60 12,326.60 11,826.60 Personal ReprE~sentative of LEASURE RUSH -legacy 500.00 IJohn C.Rogers,Esq.} FRANK RUSH -:Legacy (John C.Rogers,Esq.)500.00 11,326.60 10,826.60 FLOYD RUSH -.legacy (John C.Rogers,Esq.).LLOYD RUSH -legacy (John C.Rogers,Esq.) ROBERT RUSH -,legacy (John C.Rogers,Esq.) WALTER RUSH ,..,legacy (John C.Rogers,Esq.) ETHYL RISER -legacy (John C.Rogers,Esq.) ROBERT DAVIS ...legacy (John C.Rogers,Esq.) EOLINE WRIGHT ...legacy '.,~,1. 500.00 500.00 500.00 500.00 500.00 500.00 500.00 10,326.60 9,826.60 9,326.60 8,826.60 8,326.60 7,826.60 7,326.60 GENEVIEVE SPEICHER,..legacy (John C.Rogers,Esq.)250.00 7,076.60 • No.63.....70.....1184 In the matter of the SUPPLEMENTAL Account of SHERMAN H.SIEGEL r EXECUTOR of&tateof JAMES DORSEY lAMS a/k/a J.D.lAMS,JR.,DECEASED Abjultitniinu nub iI.etr.e.e SHERMAN H.SIEGEL,ESQUIRE .....a "'," In tqt QrJl1urt nf QrnutUtnn 'Iran nf lIan4ingtnn Jrrnnllylnania.(@rp4unll'Qrnurt !liniainu " Qrnun!!}. ESTATE OF JAMES DORSEY lAMS a/k/a J.D.lAMS,JiR.,Deceased No.63-70-1184 In the matter of thei__S_u.::..p.::..p_l_e_m_e_n_t_a_l__ Account of:..-_...:S:..:h.::..e:.:r:.:m.:;.a.:;.n:.;;....;H~.-=.S=i..:.e..:!.g..:.e..:.l;..:.'_ Executor ADJUDICATION AND DECREE December 75Andnow,19__,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thY3of41rS bOoJance for distribution in the hands of the Accountant is determined to be $ , •and the account is accordingly confirmed;and it is ordered, adjudged and decreled 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 anappelJI be taken herefrom sec.leg. (CONTINUED 1 SCHEDULE OF DISTRIBUTION Balance per account (carried from first page) Balance,_ Deduct Clerk's Cost!;&Receipts'-_ At'torney_---=S..:.;H;;;:E;.;;.R1'.:;,iA,=N.:,....;:H;:...:.-...;S;;.;I;;;.;E;;.G.;;.;E;;;;;L;;:;.:."_E;:;.;;.S.::;Q..:.U=I.;.RE~I DOROTHY FRITZ ....legacy (John C.Rogers,Esq.) EOLINE WRIGHT ..balance including following assets in kind:house and lot known as 425 Fayette St.,Washington,Pennsylvania, 1/64 interest Montgomery Oil and Gas Lease and 1/50 interest J.J.Tennant Lease to Trustee appointed by the Court to pay to Eoline McElroy at the rate of $100.00 per month until the fUhd is exhausted. 250.00 6826.60 $7,076.60 $7,076.60 6,826.60 "' 0 ~ .....~f :J Z t:I n -+p 0 ::r yoott c:CD :=til :J 3 t:Y 0 .... 0 0 _t ..........~ +"\a ., t 0 St ..... -+ = ::r- IO CD ~=t:I ~S ,:,) I.~•I l " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTA.TE OF NO.63-70-1184 JAMES DORSEY lAMS a/k/a J.D.'lAMS,JR., DECEASED AMENDED ORDER AND NOW THIS it day of December,1975,the Court being informed of the death of Essie Rush Hannen,sister- in law of Decedent,prior to the death of the Decedent,the Court decrees that the legacy to the said Essie Rush Hannen lapsed and hereby amends its Decree dated August 20,1975 by eliminating Essie Rush Hannen as a distributee of said Estate. r nr-THE-COURT-OF-COMMON PLEAS OF WASHINGTON COUNTY,PENNA. o.~PHANSI:COURT DIVISION NO.63...70-1184 :EN RE: ESTATE OF JMESDORSEY lAMS a/k/a $.D.lAMS,JR.,Deceased SUPPLEMENTAL ACCOUNTING AND PETITION FOR DISTRIBUTION SHERMAN H.SIEGEL ATTORNEY AT LAW'" WASHINGTON,PENNSYLVANIA WASHINGTON TRUST BUILDING -----, J In t4t (Jruurt nf Q!utttntnn tttirttn nt IIns1]inumn Q!ounty, Jtnnsylttnnin <l'rp4nnl1'Q!um Ilittisinn ESTATE OF JAMES DORSEY lAMS a/k/a J.D.IA MS ,JR., Deceased No.__~6~3"='-.L7..loLO..=.-.....l .....]~84=--_ In the matter ofthe F j r S tan d Eina 1 Account of__S::::..h:..:..=e.:::..r:.:.:.m.:;a.:..".n--'-'H....'!..-->:S:..:oi...,e"4;g~e"-"l=-:,,,,"--_ Executor " ADJUDICATr!2N AND DECREE An now December 01-3 -::::::::.'19...1.5.-this matter came on for hearing, ,, audit and distribution of this session and testimony taken;and thereupon,upon due consideration thereof of the bal,cnce for distribution in the handS of the Accountant is determined to be $13,488 .00 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 SElC•.reg.or an appeal be taken herefrom sec.leg.\ ', :,"L...... SCHEDULE OF DISTRIBUTION Balance per account -'--I Add1tional Debits-Audit Additional Credits -Audit 2,887.54 2,864.95 $13,465.41 16,352.95 Balance 1 Deduct Clerk's Costs &Receipts and Adyer t isin g Attorney -=S..:..;h'-'=e:..=r....:.:m=a~n:..._.:.H..:...;.~S::..:l::..:·e::....9;;z..e::..;1=.1 Register of Wills,Certification of Real Estate Recorder of Deeds,Recording Certification of Real Estate Russell~arino,Agent,Transfer Inheritance Tax 1,804.04 Intere$t to 1-1~76 432.97 Register of Wills,Filing Fees,two Petitions and Orders (Decembe~16,1975) $13,488.00 52.0C 13,436.0~7S~.~o, 4.0(13,432.00 '7,C/ RL.'l,o d(J£u.,(J.(j)~L. 9•0('tf 13 , 423 •00 /1 ..~ ~/lz?S- ~~iL.2 ,237 .0 1~5 .99 S-1I.;t>.~~.j:j,~/ V~10.0(11,175.99 ~ ~ West Washington Metho dis,t Church,legacy Robert L.Rush,legacy Donald H.Rush,legacy Goldie Stamets,legacy Frank Rush,legacy Floyd Rush,legacy Lloyd Rush,legacy Robert Rush,legacy Continued on next page 200.0( 250.0( 250.0( 500.0t SOO.O( 500.0( 500.0t 500.0t 10,975.99 10,725.99 10,475.99 9,975.99 9,475.99 8,975.99 8,475.99 7,9.75.9.9. \. ~ 0 »-....:J Z ~m n..III n .....9 .....0 :r 0 .C (1) t:Y .....:J 3 ~ ~. (1)..... '~0 0 c..................(1) 1. ......, ~ 0 a ......... S· :r(1) I\> ::: ?... i ,4 .'-.t S~~..7 ~~ ,~' ". ESTATE OF JAMES DORSEY lAMS a/k/a J.D.lAMS ,',JR."Deceased .Continued Distribution 7,975.99 Walter Rush:,I legacy 500.00 7,475.99 Ethyl R'\legacy 500.00 6,975.99ls.~r :i Robert Davis,legacy 500.00 ,6,475.99.' Eoline Wright,legacy 500.00 5,975.99 Genevieve Speicher,legacy 250.00 5,725.99 Dorothy Fritz,legacy 250.00 5,475.9~ Eoline Wright,residue,-including real estate in kind at appraised value ($5,000.00)as certified herein ~,475.99 ..-.2 - NO BALANCE '.' ~ 0-~ g m :J til n s:;. 0' 0 -+ -+ t:::r t:Y (l) :J (l) -+ t ~. 0 3 -+. 0 ~ -0-+ i -+(l) III ... ::: 0--+ ~ ::r(l) ~ ~~ :i~~ \'. ,"\ ""•.1 0". ~,. REAL ES'l~ATE TO BE CERTIFIED TO THE,RECORDER OF DEEDS OF WASHING'l~ON COUNTY BY THE CLERK OF THE ORPHANS'COURT DIVISION JAMES DORS~Y lAMS also known as J.D.lAMS,JR., .Devisor ,,'"'to EOLINE WRIGHT,Devisee. ALL those certain lots of ground situate in the Eighth ~lard of the City of.Washington,Washington County,Pennsyl vania,known and designated as Lots Nos.'1 and 2 in Block E in the Plan of Lots laid out by James S.Stocking et ale embracing part of the land purchased by them from Harry Shirles and Catherire Shirles I his wife,which plan of lots is called "The Shirl '·s Grove Addition to Washington"and the said lot of ground hereby conveyed being thus described: BOUNDED on the North by Lot No.3,on the South by Fayette Street,on the West by a 20 foot alley being 60 feet on Brookside Street,on the East by Brookside Avenue and extending back of the same uniform width 150 feet·along Fayette Street. BEING the same two lots of ground which were conveyed to J.D.lams by Chester McMahan and of record in Deed Book 497 page 226 and subsequently conveyed by J.D.lams and Sara F.lams,his wife,to J.D.lams,Jr.and Thelma lams,his wife;by'deed dated November 22,1939 and recorded in Deed Book 647 page 6. UPON WHICH is erected a 1 1/2 story frame dwelling witt attached garage known as 425 Fayette Street,Washington,Penna. • :t'• IN RE: ESTATE OF' JAMES DORSEY lAMS aka J.D.lAMS,JR., DECEASED. ( ) ( ) ( ) ( J NO.63-70-1184 CERTIFICATION OF RECORD TO ORPHANS'COURT ON APPEAL FROM DECREE OF REGISTER ADMITTING TO PROBATE OF A CERTAIN PAPER WRITING. WHEREAS,there has bee'n·offered for probate before me a paper purporting to be the Last Will of JAMES DORSEY TAMS,aka J.D. lAMS,JR.,late of City of Washington,Washington County, Pennsylvania,deceased,and the same was duly admitted to probate;and, WHEREAS,an appeal from the probate of said Will has been filed with me and required security entered; NOW,THEREFORE, By virtue of the provision of the Acts of Assembly in such cases made and provided in the Register of Wills Act of 1951,I do hereby certify the entire record pertaining to the matter aforesaid to the Orphans'Court Division of Washington County. Register of Wills of "Washington County,Pennsylvania. L) E A (S WITNESS my hand and the seal of said Office this 13th day of September,,'fl.D.1972. ---..----=~.- IN THE COURT OF COMr~ON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS I.COURT DIVISION) IN RE: ESTl~.TE OF JAMES DORSEY lAMS a/k/a J.D.lAMS,JR., DECEASED ) NO.1184 of 1970 INTESTATE·HEIRS OF DECEDENT (a)Children of Sara Edna lams Edgar,deceased Sister: NAME Robert I.Edgar Carol Ann Myers Kathleen Haviland Nephew Niece Niece ADDRESS 10 Green Crescent DriTe Washington,Penna. Box 625 Hobe Sound,Florida 3228 Brownsville Rd. Pittsburgh,Penna. Cb)Children of Charles Tams,'deceased Brother': Sara Cain Charles S.lams Dorsey lams· Mary H.lams McNay' Niece Nephew Nephew' Niece R.D.#5 Waynesburg,Penna. South Woodland Ave. Waynesburg,Penna. 26720'Richmond Height3 Cleveland,Ohio . 159 Field Rock Road Southport,Connecticu (c)Children:of,Daisy lams Conger,deceased Sister: Sara Conger Pyeatte J.Dorsey conger Mary Conger Kraft Francl~s Corbett Niece' Nephew Niece Niece (continued) 501 E.Knox Drive Tuscon,Arizona Address unknown 3231 Mogowan Drive Santa Rosa,Californi~ 1538 W.Hazelwood,Ap .4 Phoenixf,Arizona --_.__._----~.-.--------------------------------------------.---------. j'. (d)Children of William A.lams,deceased Brother: Ralph C.lams William A.lams,Jr. Jack S.lams James:B..lams all of whom are sui juris. Nephew Nephew Nephew Nephew ....·2 .... 307 Katherine.Avenue Brownsville,Penna. 65 Orchard Terrace Washington,Penna~ 9146 Browns Lane Lanham,Maryland 34.Wilson Avenue Washington,Pennaw •• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS~COURT DIVISION IN RE: ESTATE OF NO.1184 of 1970 A. A. JA.MES DORSEY lAMS a/k/a J.D.lAMS,JR.,DECEASED AF:FIDAVIT OF SERVICE OF NOTICE COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON Personally appeared before me,the undersigned authori.ty,SHERMAN H.SIEGEL,who being duly sworn according to law,-deposes and Bays that he did cause to be mailed by certified mail to the following: Robert 1.Edgar" Carol Ann Myers Kathleen Haviland Sara Cain Charles L.lams Mary B.lams McNay Dorsey lams Sara Conger Pyeatte Mary Conger Kraft Frances Corbett Ralph C.lams William A.lams,Jr. Jack S.lams West Washington Methodist Ch~rch James B.lams Honorable Israel Packel, Attorney General notice of Hearing in the above captioned case before the Court on August 20,1973,said mail pieces being attached hereto,and made a paf~-h~reof;that-he furth~r caused to be published in the Washington County Reports and Observer-Repd"i-ter I1~tice of said Hearing,proofs of publication b part hereof. Sworn to and subscribed before me this 17th day of August,1973. AR A ET BAILS NO R PUBLIC WASHINGTON,SHINGTON CO.,PA. MY COMMISSION EXPIRES FEB.27,1975 :\P.O.,STATE AND ZIP CODE Wa sh ~plJg1fm-~N'~Tt=ONd-J;.-'1.A-'l---jf--:"='-.+1 RETURN ~1.ShOWs.tO whom and date delivered :.........454\'With delivery to addressee only '654'· RECEIPT 2.Shows to Whom,date and where delivered ..\356SERVICESWithdeliverytoaddresseeonly·Sif . DELIVER TO ADDRESSEE ONLY _53~.·.)i"/IJ"~~ 'SPECIALDEDVERY (extra fee required)~~2-;y ' PS Form 3800 NO INSURANCE COVERAGE 'PROVIOED-(See other side) Apr.1971 NOT FOR INTERNATIONAL MAil <r GPO:1972 0 -460-743 ,t RECEIPT FOR CERTIFIED MAIL-30~'(pius postage)I\ •SENT TO .POSTMARK .OR DATE . _Mr.Robert I.Edgar . STREET AND NO. 10 Green ~,--~. ,,j I". ., ., SENT TO _Carol Ann Myers ' STREET AND NO. Box 525 P.O.,STATE AND ZIP CODE 1 .1.",';'...~.e-s.ound FO'..'r;i';l.OPTIONAL S{RVICES FOR,ADDI NAL FEES ~'.r:Q r- RETURN.~.1.Shows to whom and date delivered :.:a 4 ~~..With delivery to addressee only ~.~ RECEIPT 2.Shows to Whom,date and where delivered .~SERVICES .With delivery to addressee only 11'5 DELIVER TO ADDRES~S~EE:...·~O~NL~Y~==;;::.::==:=== ---sPECiAL1lEDVERY (extra fee required)....................................' PS Form 3800 NO INSURANCE COVERAGE PROVIOED-(See other side). Apr.1971 NOT FOR INTERNATIONAL MAil <r GPO:!972:0-:460-743. ."=Z i.q- en LO ~ ('lj -=:::t. RETURN ~1.Shows to whom and date deliveredRECEIPTWithdeliverytoaddresseeonly ..:....::...:~~ SERVICES 2.Shows.10 Whom,date and where deliver dc:';:;5¢With delivery to addressee only • 5 DELIVER TO ADDRESSEE ONLY '~;;Ol! SPECIAL DELIVERY (extra fee required)................"'I iRECEI;;~~~~~~;;FIE~v~~;IL_30~(piUS postage)[ SENT TO POSTMARKORDATE M.iss Sara Cain P.O.,STATE AND liP CODE Pittsb~ RECEIPT FOR CERTIFIED MAIL-JO¢(plus postage) SENT TO .•,.POSTMARK M1SS Kathleen Haviland CRDME STREET AND NO. 3228 Bro nsville Road OPTIO I ES FOR ADDI ONAL FEES J. •=Z e.e .~L()t,·,<..0 I L() ,/~M <..0 STREET AND NO. VfCE roNAL FEES DELIVER TO ADDRESSEE ONLY ~."50l! SPECIAL DELIVERY (extra fee required)',,/,. RETURN'.~1.Shows to whom and date delivere .J54Withdeliverytoaddresseeonl<i:C6!l¢ RECEIPT 2.Shows to whom,date and where d ~d ..3 SERVICES With delivery to addressee onl ..._...... PS Form 3800 NO INSURANCE COVERAGE PROVI'!ill HSP> Hov.1971 NOT FOR INTERNATIONAL MAIL •GPO,,.700·107·4•• P.o.,STATE AND ZIP CODE .~ L() <;.0 to M CD •=Z '1 1/ SENDER:Be sure fo follow instructions on other side lAMS ESTA'l1 iPLEASEFURNISHSERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) D Show to whom,date and address where delivered D Deliver ONLY to addressee ,t'......... .> REGISTERED NO. '\ CERmlED NO. 43160'2 INSURED NO. DATE DELIVERED tlt//13 l 7 RECEIPTReceivedthenumberedarticle described below SIGNATURE OR NAME OF ADDRESSEE (Must always.be filled in) WHERE DELIVERED (Only if requested,and include ZIP Code), ~..f'"T., '8 0....~ ,,; 0z P'"I P'"ICOM E~ Ula., Postmark of Delivering Office SENDER INSTRUCTIONS Print in the space.below your name,address,including ZIP Code.1 e If special services are desired.check block(s)on other side. ,eMoisten gummed ends and attach to back of article. SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylvania 15301 J l )/1 I,/ ~,',~ I, ~J ~ (Only if requested.and include ZIP Code}' SIGNATURE OR NAME OF ADDRESSEE (Must alwavsbe filled i.,) RECEIPT Received the lIumberedfllrticle described below ............"""/;/, '<,~()AiSENDE.{l,\Be sure sr1'lJITlrli i_,"r~'IO/lSon ofller PLE1{SE I§"~.~,~iI ~~RVI~:~~=~!g:~(S),J _r/'(ilddttwnal cl»>L )ese se .D~to whom,date and address 0 Deliver ONLY where delivered to addressee CERTIFIED NO.' DATE DELIVERED [-/j-73 REGISTERED NO. I .....:....,\;.,,~ x...,. f., ~ PENALTY -FOR PRIVATE USE TO AVOID.~~oYMENT GF i tniiA&&,-.S3g0 .'), Postmark of Delivering Office I,. I I o.....~ ~z SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code.l.If special services are desired,check block(s)on otherside. ,.Moisten gummed ends and attach to back ofarticle. I.RE~~RN ..... ;SHERMAN H.SIEGEL,ESQUIRE M 215 Washington Trust Bldg. ~Washington,Pennsylvania 15301 '"ie SENDER:Be sure to follow instructions on other side lAMS ES PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) ,9I:t,D Show to whom,date and addresswheredelivered O Deliver ONLY. to addressee .RECEIPTReceivedthenumberedarticle described below ERED (Only if requested,and include ZIP Code) SIGNATURE OR NAME·OF ADDRESSEE (Must always be filled in) (}L~ IF ANY ~CERTIFIED NO. VATE DELIVERED g-I/vg" nEGISTERED NO." ~ETU.N.TO 'c:.~~__..__ ~~ PENALTY FOR PRIVATE USE TO AVOIDPAYMENTOF'POS:TAGE,$300 ~TRUCTIONS Print in the space below your name,address,including ZIP Code.~•If special services are desired,check block(s)on other side. •Moisten gummed ends and attach to back of article.., SHERMAN H.SIEGEL,·ESQUIRE 215 Washington Trust Bldg. washington,Penna.15301 o....en\-r:>oz ....:t r-t~ E.2 11Ia. ...,~.. f'"It,T'.<ft.',.?" O Deliver ONLY to addressee SENDER:Be sure fo follow insfructions on other sideSEp':FA':E"S PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCI«S) (Additional charges required for these services) D Show to whom.date and address where.delivered ('<II!,-,.) REGISTERED NO. ,CERTIFIED NO. 35658rINSUREDNO. ,DATE DELIVERED, &//3--13 SHOW WHERE DELIVERED (Only if requested.and include ZIP Code) SHERMANH.SIEGEL',,'ES"QUIRE 215 Washington,Trust Bldg. Washington,Pennsylvania 15301 i,l-... •!.S""-'-!.i b~ ::::;{+: ,,: ;~> r-t'~~~ COM E~ le u.s.POSTAL SERVICE OFFICIAL BUSINESS j !,-f':;'··~ I.···.R..ETURN"_,TO I '• Frances 'Corbett ~~~~4 Arizona LJ Moved,left no 'addt'eSS -~No such number f"2:,.. g Moved,not forwardable ~ .0 Add.ressee unknown A. , I ~ ......... WASHINI3TCN TRUST BUILCINI3 qt~ is!~Q~Q~Mrs.'t'lIt3J"IlIp~38,IJ ~ CERTIFIED 'NoA 3 !~59,8,·..,':I MAl L p .....".;,-,\,."".,or',.,...."-•., ..~";"',v;;·~· _1.:."t'~~...~ -~~...-..... \ OPTIONAL SERViCES fDR ADDITIONAL fEES RECEIPT FOR CERTIFIED MAll-30¢(pIUS~oStag~POSTMARKORDATE SPECIAL DELIVERY (extra fee required),,,,,..,j d. 1.ShoWS to whom and date delivered "..........¢ RETURN ~With delivery to addressee only.""'d:5¢ RECEIPT 2.ShOWS to whom,date and where deliver II>5¢ SERViCES With delivery to addressee only..........¢ DELIVER TO ADDRESSEE ONLY ft- P.O"STATE AND ZIP CODEWanesbur Penna. PS form 3800 NO INSURANCE COVERAGE PROVIDED-_,_v"·~...-orNov.1971 NOT FOR INTERNATIONAL MAIL ..GPO,,.700.387.400 STREET AND NO.south Woodland Avenue e> ¢?co' ,lJ') \oM (,CI •c>~~ POSTMARK' OR DATE I ams MeN aY.---·----'~ RECEIPT FOR CERTIFIED MAIL-30~\(piUS postage) SENT TOMary Conger Kraft •C Z IS) <;T) If) ~ I~ o::::t' ·?F \ \ \ \ \ \ ~CEIPT FOR CERTIFIED MAIl-30¢(pius postage)I SENT TO POSTMARK \_Mrs.Frances corbett ORDATE STREET AND NO.',,1539 W.Haze~oOd.1 P.O.,STATE AND ZIP CODE'~\ Phoenix Arizoria "_OPTIONAL SERViCES ~D'TlONAL fEES"-,- RETURN ~1.Shows to whom and date delivered ..>:.:J..1St \RECEIPT W,ith delivery to addressee only ...··:··..e "2.Shows to whom,date and where deli e8.d .'~ICES With delivery to addressee only ..<:>-..8 :-"",,,~~,,,,,OO'ESS"ON"'."'L \ SPECIAL DELIVERY (extra fee required);·:0 l p,Fo'.3.".0 'NSURAN"COV'RA""0"0'~"".··o'ho'.dOl I Apr.1971 .NOT FOR INTERNATIONAL MAIL '"GPO:1972 0 -460:743 \~.__~_~_.__~--4SkIQL~,_._,i STREET AND NO. 3231 Mo 0 ~S form 3800 NO INSURANCE COVERAGE PROVIDED-.(See other side) pro 1971 NOT FOR INTERNATIONAL MAIL '"GPO:1972 0 -460:743 P.O.,STATE AND ZIP CODE ,Santa Rosa-l'OPTIONAL SERVICES~fdO."..R,~A~DD~Il~IOJ-.cN..,..ALL.kAf ,bkl:le..;,;"',~-,-,I RETuRN ~1.ShOWS,to whomand date delivered ,- RECEIPT With delivery to addressee onl ~065'¢ SERViCES 2.ShOWS.to wh~m,date and where del reA ..~¢__With delivery to addressee only c...8'5¢~IVER TO__ADD~~SSEEONLY ,:,,,- SPECIAL DELIVERY (extrofee required)",rj'I I~"~ .1. 00 en ~(.) ~ M o::::t' •Q Z •Q Z- SENDER:8e sure to follow instructions on other side lAMS ESTAr PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) RECEIPTReceivedthenumberedarticle described below f~"it.D Show to whom,date and address where delivered D Deliver ONLY to addressee f\REGISTERED NO. CERTIFIED NO. ..-635660 ,INSURED NO. ,DATE DELIVERED <;'13 -:?J S~R~(MX= SiGNATuREof ADDRESSEE'S AGENT,IF ANY SHOW WHERE DELIVERED (Only if requested,and include ZIP Code) I.RE~~RN ...,.... PENALTY FOR PRIVATE USE TO AVOIDPAYMENTOFPOSTAGE.$300 SHERMAN H.$IEGEL..,.._,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylvania 15301 U.S.POSTAL SERVICE OFFICIAL BUSINESS r-t r-t00\ fl') § ~ 1/1llo ·~!r~'2 R~. t •.>.~ •.SENDER:Be sure fo follow insfructions on ofher side rAMS ES';rATE PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charges required for these services) D Show to whom,date and address where delivered D Deliver ONLY to addressee RECEIPT.Received f,he numbered arficle described below .0/ (Only if requested,and include ZIP Code SIGNATURE OR NAME Of ADDRESSEE (Must always be filled in) ~1..~~~~~-~~~~J- &03/}3 DATE DELIVERED &.!OGISTERED NO. •CERTIFIED NO• .43159 i INSURED NO. Postmark of Delivering Office SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP ~ode.~•If special services are desired,check block(s)on otherside• •Moisten gummed ends and attach to back of article.-- SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylvania 15301 I__RETURN .......TO 0.... ;~---:~ ~1,;:(( ( •J -""",1 ;.~---\~'4iJ~~ "'pEJKLtV-FOR PRIVATE PAYMENT OF POSTA U.S.POSTAL SERVICE OFFICIAL BUSINESS 1,1.... P-I ~rt1 § If ~ '0..... ~ ...~~00.1, T\..:g .,'--~~-. -~; I..'....~".~-,:;..,.,.._._...~".--=;..,....'" MAl L CERTIFIED I'NoA3l,59.7,·'.'~'I ..~~:~:.~-~..,"., SHERMAN H.SIEGEL..""\RF";;;'~"".;.=.-__'"==)'Y'-::.~.;;;o;.:-,J~.' .'.'>:.¥"..,..~.•'I.J;-,.---~.."'"(~-=:.r~...ATTORNEY AT LAW i·i",,'",";.'+)"s~;,c.-''-'IN",....-~~._~=.c h","-~',.''.''0"'7"\>/''.~v-.-U<;POSTAGEWASHINGTONPENNSYLVANIA153m1:,,<,••J("'~;,'~.0 ',~~I~:'>'.....':!. '.'.'~'-'~::"':\{'h 1;~lWG10'73z ~~y 1';.'""_' WASHINGTON TRUST BUILDING.UfJ.,C/,::7£..':,5;".;;,·"~·."·":;;'.·'·f ,:~;'_f'"_...":.'1:'3"0 ~.lid."I;,'l!,¢~....1/.:"\/;,..I ,t I·.,Q 0....~'l .,,:~..".~'ess,,::"'·._~,~.;~.'"!.~~.~;<~:..-.~1...o.:.":.._Q ~.,E T ~R ......::It"S::"!I{'/,~!"l/..,,;'>.,;.~,'-.,~J P015~156 ....Ill'"~o 'Si;~:'~":~?i'·''''~'~~:''~.__''o,:\...<".,IlJlI/1aJ:"·'t;i;"';~'!"f,~',\'S ~,_..,1/,.B1f II!",.'Tt,.'1D";'I.~r~'~:~i.\~-::::;:'>'K;aftcP'fl:-Ct,'"l:'lh Ma1tY~ij ,..:;-::-<.'lC~.4:.,vtJ't:S~CjjJ,.'.t'~i~,-.::.",',..!_':'':;:: 10 3231 MO<J~~~'D~MOVIiDi LEFT NO J.rJ~£SS ~"NO S~H NUfv1B,i~~"?" Santa ,::R0s .'.,:,'.:':::'''~~tj~tt>,NOT 'FOJ;~\"~~\ROABLE .'('',',l,•,~.,..'......____,F .'~/..'<J N"'.'."."AT'A~cSS,..(:~:'..':"::.:i\jIVV';'l-~"_-l,•..,~_~_,l~~ If''ck','rf{~:.R~FUSED/jrt(fi'e;::~;'-.'t]NO MAIL RECEPTACeEI/!.'~f,f.,,-"<hi,.,.s:2 ffto;l~~!;,,.(·t:i .~i,;.,'I'.'..CARRIER ROUTE NO...:... ;c:,:~,~~·'·!;·i;eL......p?"1 ~ ,, ,----,-R~-% SENT TO Sara Conger Pyeatte STREET AND NO. PS Form 3800 110 INSURANCE COVERAGE PRoVloED-(See other side) Apr.1971 NOT FOR INTERNATIONAL MAIL «GPO :1972 0 _4607743 ::a~m~(") a!!! ."-f ."o::a (") m::a:::! ."-mo 3:~rwC) ~ H Ul Ii III CD I-' No.431:5Sj .,, ", .\. I IIII__I POSTMARK OR DATE POSTMARK OR DATElams STREET AND NO.'I 367 Katherine Avenue SENT TOMr.Ralph C.lams P.O.,STATE AND ZIP CODE Brownsvi.lle P nna SENT TO Mr.James S. I --=.OP....;T....:IO;;.:.N'-';AL SERVICES FOR·ADDITIONAL FEES U RETURN ~1.ShOW,,s to whom and date delivered .....54withdeliverytoaddresseeonly.&-4 RECEIPT 2.S'IOWS to whom,date and where delivere \?"3SERVICESWithdeliverytoaddresseeonly...........lI!l DELIVER TO ADDRESSE:EONLY . SPECIAL DELIVERY ("rtra fee required). PS Farm 3800 NI~INSURANCE COVERAGE PROVID Apr.1971 NOT FOR INTERNATIONAL MAIL II 501 E.Knox Drive P.O.,STATE AND ZIP CODE Tucson,Arizona, 1__~_--=.OP:..cT:..:.I0'7N.::..:;A~~ER"'V~IC~E~S~F;;O~R'~A'"D:;D~IT"'IO"N'"A'L.FP,EE;;;;S-~~~6.;,~:r:,:....:.:.:. RETURN ~1.Shl'ws to whom and date delivered ....~'4'RECEIPT With delivery to addressee only..........5 OM 2.ShllWS to whom,date and where deliv e~.3 """SERVICES With delivery to addressee only ~8 _pot c) DELIVER TO ADDRESSEE:ONLY ,0 ..... 'Si'ECIALDEI.IVERY-{exlrafee required);",;,,-•=z •=Z 1....~.-.- :0..,en en m!=>....'"N~:S:z (").... ~"'........""0 -=<-..]~.."'"NO ...>o~dz "'"0 N ~0;;:0n1-'"0 0 "0'":J ""~:00...::s ,-P.I'"'"Ul -""::x::cCD ,/.... 1-'"3: :J ~"rt TUl wc-<>--"2-,cUl 0 ;g-c""~00s:(It =-""..'"""I»""UQ CD------ ~"~-.-"---"-~ I\ No.635661 , j j \ I STREET AND NO. 34 Wilson.Avenue '1", P.O.,STATE AND ZIP CODE Washington,Penna~15301 I --=.OP....;T....:IO;;.:.N.::..:;AL SERVICES FOR·ADDITIONAL--,F..::E::::ES;-_~..",.,4 RETURN ~1.SI~ows to whom and date delivered .:.........tll4 'With delivery to addressee only III¢.RECEIPT 2.SI~ows.to wh~m,date and where delivered ..~ SERVICES W,th delivery to addressee only ~ DELIVER TO ADDRESSIOEONLY 5 SPECIALDEUVERY (utrafee required)-. PS Farm 3800 litO INSURANCE COVERAGE PROVIDED-(See other side) Apr.1971 NOT FOR INTERNATIONAL MAIL «GPO:1972 0 _4607743 --.....-'~-~ ,.::cr.=_..,.... Mr.Jack S I STREET AND NO.•ams 9146 B"", RECEIPT FOR CERTIFIED MAIL-3D' SENT TO f P.O.,STATE AND ZIP CODE Washington,Penna.151t:.\,:J-J.---I-r" OPTIONAL SERVICES FOR·ADDITIONAL:..:F:.::EE!::,S::-.__ RETURN ~1.Shows to whom and date delivered :,15Withdeliverytoaddresseeonly65 RECEIPT 2.Shows to whom,date and where delivered ..354,SERVICES With delivery to addressee only 854 DELIVER TO ADDRESSEE ONLY _5~ SPECIAL'DEiiVERY (e;.tra fee required).. PS Form 3800 litO INSURANCE COVERAGE PRDVIDED-(See other side) ADr.19,71 NOT FOR INTERNATIONAL MAIL «GPO:1972 0 _4607743 Apr.1971 3800 NO INSURANCE COVERAGE PROVIDED_ NOT FOR INTERNATIONAL MAIL •=Z •=Z •~ ,-~,-k.'-Q.,-----..---.----....,...---------------:..-fl RECEIPT FOR CERTIFIED MAIL-3D¢(plus postage)'I SENT TO 'POSTMARKORDATE"Mr.William A.lams;Jr.t STREET AND NO.,!65 Orchard Terrace'. SENDER:Be SUre to follow instructions or,other side fe-'I ... PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (AdditiollGZ charge.required for theBe .ervice.) O Show to whom.date and address D Deliver ONLY..where delivered to addressee ~-,.¥ <.t=-';'''''.~ SIGNATURE OR NAI.ME~ADdESSU'lMuJialw~.·"..Ii.'Uled in)DE.\'hF'F N'\~n,","'~.. ~...._~ ~~!UREOFA~DR~SEE'~N~IFANY /'-i-r!lq,~il £;u.~-.;)'. SHOW WHERE DELIVERED (07&ly ifreque.ted,tmdincladeZIP (JqdeJ RECEIPT .A~:'Received the numbered article descr;bed_~'o\f\'\S;~~\\i.i1t-{. DATE DELIVERED~1.\l~..- 'Q.REGlmRED NO. SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylvania 15301 SENDER INSTRUCTIONS Print in the space below your name.address.lnc/udina ZIP Code•.I..If special se~ices are desired.check block(s)on other side. ,.Moisten aummed ends and attach to back of article. ~~i~•.•- I....."JdJ w...,.j< ,....--('0=:._-L~~~ lAMS ESTATE-J.D. •'.''.\PENALTY FOR',P.RIVATEI~1\i~~\USE TO AVOID PAYMENT' 'r'""'-'-'I OF POSTAGE.$300...~:V l_Li;J PO$tmarlc of Delivering Office U.S.POSTAL SERVICE OFFICIAL BUSINESS o~..~ z........ gj j ~ .~~ ; (~ u SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code.1.•If special services are desired,check block(s)on other side. ,.Moisten gummed ends and attach to backof article. SHERMAN H.SIEGEL,ESQUIRJ5. 215 Washington Trust Bldg. Washington,Pennsylvania 15301 r·t I.RE~~RN q;:cc:2s-~,~~c --__ ~~\:. PENALTY FOR PRIVATE USE TO AVOIDPAYMENTOFPOSTAGE,$300 Postmark of Delivering Office U.S.POSTAL SERVICE OFFICIAL BUSINESS ~..!I'iJ o.....:0: ~ 1""'1 1""'100rt) EIf 2 SENDER:Be sure fo follow instructions on other side lAMS ESTAQ i PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional chargcs required for these services)I ", RECEIPTRe~eivedthe,Jlumbered cuticle described below ,I D Show to whom,date and address where delivered D Deliver ONLY to addressee , " REGISTERED NO. CERTI FI ED NO, 431596 ,INSURED Nd. DATE DELIVERED SIGNATURE OR NAME Of ADDRESSEE (Must al1L'aysbe filled in) SIGNATURE OF ADDRESSEE'S AGENT,IF ANY (Only if requested;and include ZIP Code) ;~........."" " SENDER:Be sure to follow indrudions on other side rAMS ESTATE iPLEASEFURNISHSERVICE(S)INDICATED BY CHECKED BLOCi«S) (Additional charges required for these services) D Show to whom,date and address where delivered O Deliver ONLY to addressee "RECEIPT Received the numbered article described below IF ANY (l .~~ SIGNATURE OR NAME OF ADDRESSEE (Must always be filted in) ~~-..~..._.................SHOW WHERE DELIVERED (Only if requestea,ana wctuae ZIt'(.ioae) &Y/I'1!7J f'ATE DELIVERED REGISTERED NO.i." (CERTIFIED NO. '4,31599 •T'ISURED NO. .1 _..'··.•IRETURN ~TO Postmark of Delivering Office SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code. •If special services are desired,check block(s)on otherside. •Moisten gummed ends and attach to back of article.. S~ER¥KMX-'S~RMAN H.SI.EGEL.,.".E5.QUIRE 215''Washington Tr'ust Bldg. Washington,Pennsylvania 15301 U.S.POSTAL SERVICE OFFICIAL BUSINESS ,t .;....'"l'"'~z .-f ~cOM EIf le ;r ~ fj'}coT.~ 1 I·I 1 I[, I-~ I 1 .SENDER'Be ..,e '0 'ollow ;0""'';'"o.0"",ide rw ~sTATRl PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S)I (Additional charges required for these services) l,I"D Show to whom,date and address where delivered D Deliver ONLY to addressee L \"REGISTERED NO. ,"'~ERTIFIED NO. DATE DELIVERED 0/(7 3 RECEIPTReceivedthenumberedarticle described below SIGNATURE OR NAME OF ADDRESSEE (Only if requested,and include ZIP Code) :; ...~ f'"I'"'2 U.S.POSTAL SERVICE OFFiCiAL c:==.......~ =:,~=~= FElCwUsr EHrii.2jf7j;ffil,ii:~ ~o....~ ,;(~.,..::...... CO\~ ~ (J) II, SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code. .1.Ifspecial services are desired,check block(s)on other side.J.Moisten gummed ends and attach to back of article. SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. ,Washinyton,Penna.15301 1._...1RETURN,.....TO ~ SENDER:Be sure to foliow instructions on other side Show to whom,date and address where delivered·D --~--1rAMSESTA'J PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLO~K(S) (Additional chargcs required for thcse services) D Deliver ONLY to addressee RECEIPTReceivedthenumberedarticle described below REGISTERED NO.1. CERTIFIED NO. 431603 INSURED NO. DATE DELIVEREDl1//171....~ SIGNATURE OR NAME OF ADDRESSEE (Must always be filted in)' J~ AGENT,IF ANY WHERE DELIVERED (Only if requested.and include ZIP Code ~f'"'I '2 '! c:~'z:a::-. ~ItR~rt)i AtMt.NT Q .us.Gf PlIO ';1\ t-l oE4 i!iz -e...:t00('I') EIf ~ SENDER INStRUCTIONS Printi.nthe space belo",your name,addr:Jss,including ZIP r:ode. ,J" .'I!~P!l,cialservicesare desired,Ch~C,kl'b".IOCk(S)Onother side. II'.Moisten gummed e'nds and attach to back of article.~'"~f :~,.,'\:3;':'iU''';.,;'-".",',',,,~'L .',','-:~~'S:ffl~~N...:LH.,$IE,q~:Jl.i~'iE\,;§.~t£~~~ 2'£5 Wasl.ngton Trusu,'BmdgJ~:1 '<i " Wa$hington,Penn§Y1yaftl.a 15301 i I·!RE~~RNjl~,~ ;11ti .:1,:? d'.........;.,,,..J SfNDER:Be sure to follow instructions on other side TAMS ESTATE PLEASE FURNISH SERVICE(S)INDICATED BY CHECI{ED BLOCK(S) (Additional charges required for these services) D Show to whom,date and address where delivered D Deliver ONLY to addressee ~,,'J. j RECEIPTReceivedthenumb2redQrtie1e described below ..J", "~'---j. ~~~J ,) WHERE DELIVERED (Only if requested,and include ZIP Code).''''''.. ~"- SIGNATURE OR NAME OF ADDRESSEE (Must, DATE17/~!7 ) 4316°nl INSURED NO.• REGISTERED.NO. I~ .""CE"'R:;-';T:;";IF""'IE"'D,.....,.,N";;"O.---------j I Il I.RE~~RN Postmark of Delivering Office SENDER INSTRUCTIONS 'Print in the space below your name,address,including ZIP Code.1-If specialserliices are desired,checkbJock(s)on other side. ,_Moisten gummed ends and attach to back of article. SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylva.15301nla ->1...~~ COM I i U.S.POSTAL SERVICEIOFFICIALBUSINESS I I :£I ~~C6."I '"I'Z I "0I'...'~ ::>"0c;z I i I ".~I J2 l,~ \.':'1' 't"~I 3 ~ 3' J ,,~\-'-;.7,::~ ;, '? ~. o'(e9 o aO e'(..Ari zona \D\'t ~"'\).'('(\~a\)\\.-., A "X\\.a'(U ~"~\\'.J(?,u,.su.e ~o'(~~.:(\O' .J,~\~..,.~..\0.,,0\\ee uW -1'\fL-\~~-JeO'6,'(eSC:>rl 7o~0 "a ..U# o MAl L "..I' CERTIFIED -7'1 1!No43 1596·.......• "-~·c_:--"-'-'" SHERMAN H.SIEGE~:,-,>. ATTORNEY AT LAW ~~_:;i:;-;·',· WASHINGTON,PENNSYLV~NIAfr---l(~3.9:1~~ "::-/1 "....."'-.'~'.J'WASHINGTON TRUST B~IL.DIN'G'~I.v~';J'"$.".L.,V f (~Jy/;'05"c\)s:(.C/I.;,(~%.<?a "-lyA'o /el.qQ_"-L>"0 /J1!.o $',e"1 ~/;'-''''j;·t",t).J'{;.,.C'~"-1rl-v/O;'Y/)<.;jo(?Q''-'{)"0 C;':"'if»~./;:')he.Ii'Ot'Ol/,<''''/'S,s ~ '<....!'t re./eS ~I'J."-"'~)j;:i'S!'§i(;":,00'1,/.'/J$"tt,~')y'"•J ~I.la,;I;&I'_~";600__··.."'&ara Conger Pyeatte'rVet';;;;, .501 e '; \(~ .., .-.J '~. .'.\'. AREA CODE 412 TELEPHONE 225-1830 Estate of J.D.lams a/k/a James Dorsey lams,deceased No.1184 of 1970 Washington County Re: SHERMAN H.SIEGEL ATTORNEY AT LAW August 8,1973 WASHINGTON.PENNSYLVANIA 15301 WASHINGTON TRUST BUILDING .j 6.Counsel representing some of the intestate heirs is A.Conte,53 West Wheeling Street,Washington,Penna.15301 .'1.: Dear Sir: Honorable Israel Packel Attorney General Harrisburg,Pennsylvania 5.-I The Executor under the Will is Sherman H.Siegel,Esquire, 2~5 Washington Trust Building,Washington,Pennsylvania 15301. . ,7.Counsel for Eoline McElroy who is upholding the probated ,'Will is Patrick C.Derrico of the Firm of Greenlee,Richman,Derrico .;.and Pasa,325 Washington Trust Building,Washington,Penna.15301. ~".~i:i .,' .'.~...:,..\~ I,''".~,...~.',:. .\ ", '.'¥)-, ,-itt-~,I a~writing you pursuant to Section 5,Rule 5 of the:':~~.'..,-",orphans'Court Rules with regard to the above case: ,.....~-"~t _.."):)r:~;~:Decemb;;7~h~9~~~lC~~yt~~~~:eb~~~~i~~~~c~:~eh:~:wl~~~at~don ,';,(;1,2.An appeal was taken from the probate of the ~Vill by some"""'~"'""..of the Testator's intestate heirs and the matter is beforeLt"':.~'"th'e Orphans I Court Division of this County on Monday,August 20, !'~"';'l i,.,;1973 at 10:00 0 I clock A.M. ;~~·;~~:<f~t';J-·3.The Will.as originally drawn by the attorney was on .~~:t'~~.,,~.,twq pa~es and prov1.ded f07'a legacy of $200 ~00 to the \ve~t Wash1.ngton _'-~:'~.";~"'"Method1.st Church on the f1.rst page of the W1.11.At.the t1.me of'I'f\':.-:~~';·'·~decedent's death,the first page of the Will was not discovered 'J~,"",and the Will was probated as per the copy attached herewith.Cop:y of:."'!first page of Will also attached. _,'4.Notice of this legacy has been given to West Washington 'M~thodist Church,copy of same being attached hereto. ....'8.In addition to this notice being given to the Attorney 'l'~;"General,legal notice has been advertised in the Washington County ,'"-.Reports and in the local newspaper notifying the heirs at law as ~j,!.'".,.;..:'.:,W~11.as any other person interested in said estate of the time and I '-J."-::'""~$~. }.~n+,·.&..,"*4.", .~, Ve4Y trUly yours, /' (//I) /JJj (;u..j~.ctt.tt(,~ l Sherman H.Siegel -2- -.---.,---_. further information in this matter;please' said Hearing. Should you desire ,:" i~,' HOnorable Israel Packel Attorney General Ha~risburg,Pennsylvania t,;tf ~~J Ii,,:2:,'~' ,:(••'~~•••'L l<; ,....~i ~'".:,'~~,;~ I"I ',:;l}/,::..:_ ,"'"I;:'i,~',."';~~;;,:;t':<_·..... "'~;:/."•':";.,\f 4 ,'.'.'';:~:,:":,place ofI/~l.';'~,~:;,;(.r~','. ;~i;:','):,<{':;:""'..,,", ,.'~s·,,!J~';',advise.,~'/;'~:'\~!;:"": •.r')•:.'.;.~;..:'1....J~.r.')""...:;.'i~:~:<?~><,,' 1:&:,'~""''ij ..:.~i~'~~:~\i~~~~~"til'':"/'{,:;;1\:~~....h;::,\SHS :mb )"I!;;~,(~"':;EI)cl$0>'~:;'~;';:~:"~;'",,-,' I .........,~:,~j.,.:ft;t~~1 /f'.-'><.~I.,~l '":j~,·'I;:-·{{;;rJ~,~~J...'1 ~'::O';~,~~i~~i:,E:G.·,;i~:f-·~~~O:'\.,,;''../'.'... ',>of'"';..~ij~t..;..~::r :~.1 I,:Ii '.J.-.~....../l ~.~,,~."'1'...J., .3.':'~~-~~·;:-~i . •:f." ""I~';':~.." "~I +;.,., ,[.~~t'J:,'".,~y,;~~!!~~~"~ '~1"J,AI';',:"',,',"t"'r'A 4~~:;"~)~.t':,:,:.;,;,:/",'\~:'1:I'""i.' ...' , .i"" ..':~: " '.'.--,y'.~,.~"./...(..""If '""~'.r-.iJJ1'1"•~;''''fl"~"~. ,.! I• (See other siae) '"Gpo :1972 0 -460-743 ,----~----------;-- •---------...rt::;:~:---,~.-=-_---:-~~__ NO INSURANCE COVERAGE PROVIDED_ NOT fOR INTERNATIONAL MAil RECEIPT FOR CERTIFIED MAIL-30~b (plus postage),-WJ~Ot' Washington POSTMARK ~Methodist Chu rchORDAT£STREET AND NO. --~ 625 Fayette St. P.O.,STATE AND ZIP CODE Washington,Penna.15301 8-$..,..73~'-OPTIONAL SERVICES FOR·ADOITIONAL FEESRETURN~1.Shows to whom ~nd date delivered ............15¢_RECEIPT Wifh delivery to addressee only ............65¢...2.Shows to whom,date and Where delivered ..35¢SERVICES With delivery to addressee only ............85¢DElIVER TO ADDRESSEE ONLY ..................................:...................50(/--sPECIAL 'DELIVERY (extro fee required).................~___ PS Form 3800Apr.1971 -, "SENDER:Be sure to follow instructions on other side 9-10-7\3 PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S) (Additional charge.require~:forthe.e ser"v·to-e.). DATE DELIVERED O Deliver ONLY to addressee WHERE DELIVERED Show to whom.date and address where deliveredo ~.," REGISTERED NO. ."~' CERTIFIED NO. ""431591 INSURED NO.- ..~. JAMES DORSEY IAMS ESTATE --=:~~:::::::;zl:B>::~-:: -,,--~"-'~PENAl'rY·FOR-rpRIVATE"\jSE't(>'),voio"~ --..--'--..J'AYMENPOF..POSTAGE,";300 .- ----..--,.'""..""-~"'.-':.A"""':~-:'-";;.~:~~-,_.:c!'''''''' U.S.POSTAL SERViCe: OFFICIAL BUSIN~,SS"'G'i-.~'i.,,\O/V '-<-Jr':AUr,:Q "":J\~nt'i~,~ .1973 I,_\ '~. Postmark of Delivering Office X(,':(~,! j <:>....:": ~ .~,,~~~.... COf()§ ~ ~ SENDER INSTRUCTIONS Print in the space below your name,address,including ZIP Code. ' 1".Ifspecial services are desired,check block(s)on other side. ,.Moisten gummed ends and attach to back of article• SHE~N H.SIEGEL,ESQUIRE 215 .\i~shington Trust Bldg. Wasfiiq,9ton,Pennsylvania 15301, ,:••RETURN~'TO .'~~--:~1 II Address $~$-------- ....-....--..----..---..~ollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2%Tax on Dl=rl=l,'y/C,-"U TWO THOIJ!At."m'ftlO fWnuftEi THZlttl.'\.L-......L. From:AT'll'..SHIftMAN B.BUGE!'...Exer 215 Washington 1"81:Building Wa.hin 15301 6%Tax on $_$~ File No.63....10-1184 Date of Death 10-1-70 15%Tax on $On Account $1,804.04 I.: $-------- $I~%Tax on $_ Estate Tax,Act of May 7,1927NameofDecedentJamesDOI"8~' _!_II Date of Payment December .....".........I County lfash:1llgton I Remarks: .-1 ...J}~:II'cf',. , : ,I I /. ~.","~- _•..P',-':'~. -.::~.. ~:,\ " TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of ~%from 1....1..72 t~Date $1,804.04 $IIlI $432.97 11'I1 2.237..01I' I, u00 ~[?[L ~@ill u~,s ~'M~,/,';,f ~,TCiTAL AMOUNT P •,"•/'",J!',.,f j NOTE:This Triplicate Receipt to be r~tained 16r aUdi~'\~~3 ;'9'.:I~.:~"!.v~..,:->~...-..';;.I't"./ •'.'.•y'"-"Received by NOTE:In accepting the transfer inheritance·ta~on.future est(;'tes,p'rtor to the death of the life tenant or tenant for years,as evidenced by'this receipt,ii ;iiund;'rstd6d that the Commonwealth shall not be precluded or prevented from hereafter assessing aaditiondl inheritance tax at the death olthe , \AA1,141 A I(/;,L 1/6_.%-.......--J'1 t>t ..g.~IOi life tenant or tenant for years whenever it appears that such addi!ia'nal tax may be legally due and r ',-",J ~, collectible for any reason whatsoever, ~~~~_.._-----~-------~~,_..-,--~-,~_.~--~~.,,-_.~--'"-~--~~~._~,----'._~----""""'.--:~ r -,'--,-~,.!...~ :~.xi;:~~~~~~~;~'::HI~::':'~~=~:;t~~~;~t;i.~;;:;;;';:~L;..:~~:·~~~u~::'::;;_:;~i;;~·;:~~~~l:-~L:;::;;::;:'iiiLli.iC1.i~~:1.~;.;~;i;,;:.i~~:i~;Jl~Uiillii;~~~·:~:::~~~;~~;;;,,~~;~~~;.;;.;.~;,;;:,;::::i.;:.,;;;:::~:·.::.X;,.,~:t~.:::"~;;~H"'''''''",.,1;"~:~ ~iir ~::: , July 8,1073 West T'lashington Hethodist Church 625 F"iyet.te St. waRhington,Pennsylvania ,~t tn:fastor Dear Sir·~ J"imes Dorsey Iams signed a tVi11 on !.)ece~her 11,1963, wherein he bequeathed to West Washington Methodist Church the sum of $200.00.At his death,the page of the ~'Jill upon which said legacy was written wa~missing and the remainder offthe Hill togf~ther ,.'ith addl tional memor~ndu;ns signed hy ~'lr.lams were probated and Letters Testamentary were issued to the undersigned as Executor by the Register of Wills of Hashington County. An appeal has been taken from the probate of the ~Vill and the disposition of the appeal as well as the interpretation of the Will is before the Orphans'Court Division of the Court of Common Pleas for disposition on ~onday,August 20,1973 at 10:00 o'clock A.H.The matter'Hill be heard hefore Judge Simmons in the Orphans'Court Room on the third floor of the Court House at Washington,Pennsylvania. I a.m notifying you of the ahove so that you may be present in person.or by counsel to present your claim for saic1 legacy. ,., SHS:mb Cer~ified Mail #431591 Very truly yours, Sherman H.~ieClel w;;:: .....J,,. ;:i; ,..... ::.:. j.;.'I;:11lil:~;I i~. ~.f'~...-.~ I "~~l, ....'~ """----~--,--~~.-----. Sherman' under the I lams 215 Washington Trust Bldg. Washington,Pennsylvania 15301 8.2.9.16}EDITH W.SANDeRS,NOTARY PUBLIC Washington,Washington Co.,Pa. My ro·nmiss'on Expires february 14,1977 c1f>bgtrUtr ~:!\tporttr WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION NOllICE IN THE'l:q,QRT OF,,\COMMO~Jf.L·EASOF '.WASHINGtONCOUN,T~<, PENNSYIWANIA.'.In compliance with the Newspaper Advertising Act of 16 May,1929,i~RJ::ANS~O'RTDIVI~ON) P.L.1784,as amended.ESTATE OF'". Commonwealth of Pennsylvania,County of Washington,SS:"JAMES DORSEY I Personally appeared-'before me,a Notary Public in and for said County J.D,lAMS,Jr..dec~~~d~·k.a and State,~9.~9.-.~9 R~.P.§VQg.e.,who being duly sworn I 'NO.1184 of {1l70 A.A. d·d h h . h Assistant Tr""asure ,TO:Legatees under the Will andaccormgtolaw,deposes an says t at e IS t e .,.,r ,Int~state Hei f J D of the Observer Publishing Company,a Pennsylvania corporation and its ,lams a.k.a r~.0 D.a~:~s orJey , agent in this behalf;that the said Company is the owner and publisher of leeceased'GOldie Stamets.·Es;;~I the Observer-Reporter,successor to.The Washington Obse.rver,established \Rush Hannen.LeazureRus.h.Frank, September 18,1871,and The 'Vashmgton Reporter,establIshed August 15,i Rush.Floyd RU,sh.Lloyd RUSh' l1808,a daily newspaper of general circulation,printed and published and I?bert Rush,Walter Rush.Ethyl having its place of business at Washington,Washington County,Pennsyl-Riser.Robert Dav~s,Genevieve, vania,where it or its predecessors have been established and published Speicher.Dorothy Fritz.Evil'lams,. I f 'h'tl"t h bl'..F'lorence Minor.Carol Myers,contmuous y or more t an SI.X mon IS.prIOr 0 t e pu !CatIon of the notIce Kat!)elene Haviland and othe; hereto attached;that the prmted notIce or advertIsement hereto attached Iparties interested in's,a,td estate:is a copy of an official advertisement,official notice;legal notice or legal '.,' advertisement,exactly as printed or published in the Observer-Reporter in YOU ARE HEREi3Y'NOTIFIED •"•'.,I that-the di'l.,tribu!i0~of,the above J'ItS regular edItIons on the followmg date or dates,~aptlOn~dE.,~tateIS ,before the Court. ............................~.~g.~.~.t ....~.-l.....~..,....J,2.1'.....19..7.3.............................................'~~/i:t~~b;6tifff§e;h~dt~_~o~~~~~:'1 that neither the affiant nor the Observer Publishi gmCmpan's interested fi~~"d:,ft,':;M,""O'n,d.~:'Aligus 2.0••1973.atinthesubjectmatterofsaidnoticeoradvertisinandthat0eallega-1O.0~;~,,;~IO~M..D S.T.in the tions of this affidavit as to the time ce~r e ub''on orPlJfl,~'C~ur.Ro t the Court HOuse at/!,Wa Iiington.,ennsylvania are true.'..~..~~:~\{tJ~7a~~tlt~a~~f~~!J~~r~~~ esta:5 l Sworn to and subscribed before me thiS ~.?.....da ...:~~.g ?:?....''£..~~J/24:k~.. " .:'c"f ·"f'" ,~.".( 1/jy. ..,....-.j'.c-"t ../,'1.".c ~,,?"..,....~·:·,c ....<..... ---=:::;;;:;l 6)48-3 NO,1184 of 1970 A.A. NOTICE IN THE COURT OF COMMON PLEASOFWASHINGTONCOUNTY,PENN- SYLVANIA (ORPHANS'COURT DIVISION) IN RE:ESTATE OF JAMES DORSEY lAMS,a/k/a J,D.lAMS,Jr"de-ceased TO:Legatees under the Will andIntestateHE:irs of James Dorsey lams a/Ii/a J.D.lams,Jr"deceased,GoldieStamets,Essie Rush Hannen,Leazure Rush,Frank Rush,Floyd Rush,Lloyd Rush,Robert Rush,Walter Rush, Ethyl Riser,Robert Davis,GenevieveSpeicher,Dorothy Fritz,Evie lams. Florence Minor,Carol 'Myers,Kathe-lene Haviland,'and other parties :inter- ested in said estate: YOU ARE HEREBY NOTIFIED thatthedistributionoftheabovecaptioned Estate is before the'Court in the aboveproceedingandyouarefurthernotified that the Court has fixed Monday, August 20,1973,at 10:00 o'clock A.M., D.S.T,in the Orphans'Court Room attheCourtHouseatWashington,Penn- sylvania,as the time and place for anypartytomakeclaim'to any share of said estate. Sherman H.Siegel,Executor under the Will of James Dorsey lams 215,Washington Trust Bldg.Washington,Pennsylvania 15301 -- ................................................................................~. Washington,Pennsylvania (PI)B!"'I~HEn BY \AJASHINGTCN ·COUNTY BAH A550CIATION) VVas~on County Reporis PROOF OF PUBLICATION In compliance with the Ne~spaper Advertising Act of May 16,1929, P.L.1784 Sec.5,paragraphs (5)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duIy sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County;Pennsylvania, and is actmg as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 51,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement,.. exactly as printed or published,which appeared in the said legal periodical in its reguIar issues on the following dates: August 2,9,16,1973 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the .n.gatlon>01 this ....."'.rn ..to tb.'Pl;;Md ch=_(f)'publkotlM~kuo.~"'---..-.,--&~~ .-----.Editor...., Sworn to and subscribed before me this r 1 I Ii Ii, I . J ..!.§.th day of ~~f7.E.~.7t ,19?.~. ~~'::!:t~ Notary Public,Washington,Washington Co, My Commission Expires July I,1974 ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANSt:COURT DIVISION NO.1184 of 1970 A. A. IN RE: ESTATE OF JAMES.DORSEY lAMS a/k/a J.D.lAMS,JR., DECEASED AFF.IDAVIT OF SERVICE OF NOTICE SHERMAN H.SIEGEL ATTORNEY AT LA\XT WASHINGTON,PENNSYLVANIA WASHINGTON TRUST BUILDING "' .~.,........-...... Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON,............,. IMPORTANT:This return must be completed in detalland filed in duplicate,with will attached,.wiJ;h 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 ~03 of the Inheritance and Estate Tax Act of 1961.) ~:::~~i:~(~fti1~~~A~.~~I~~}=~ State of J.)~P.:.J:i?.Y:I,Y.i?:P.:J.9.,::}'. ..ss: County of Washington :.......................... Decedent dJed ........................:..Sherman.H.&.:..,..s.i.e,ge1.;.. . of the estate of the above-named decedent being duly sworn,deJl10se S and.say S ......Executor Th t h Executor..d't··f '1''th'th if'f 'd t t d th .'.a as suc eponen IS ami lar WI e a aIrs 0 sal es a e an . e property con- ,'.(I':xer.utor-Administrator)_,'.',-- stituting the assets thereof and their fair market value. i .' ,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:- .. THIS'SAFE DEPosiT BOX RENTEDNAMEANDADDRESSOF'BANK OR OTHER INSTITUTION RELATIONSHIP OF JOINT IN WHICH DECEDENT'RENTED A SAFE DEPOSIT BOX'IN NAME OR.NAMES OF HOLDERS TO DECEDENT NONE .' , That the contents of said safe deposit box or boxes are itemize~under Schedules of this---return;with the exception of the following,for the reasons hereinafter set forth: That Schedule A ·attached hereto and made part hereof sets forth fully and in detail all the. real prop:erty in the Commonweal thof 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;nameo·fmortgagee,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,down to the 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 of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax 'free,of the Uni ted States,or any state,or political subdivision 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'whatsoever kInd or nature,leftbydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due 8.~d owing decedent «tthe time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated .fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. -i In the case of securities of close or family c~rporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the daj;e 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 suchinter~st 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 natur'e of the'agreement) together with a .statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.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 j;othe schedule a co~y 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 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 death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,'standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for 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", have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . :~.:-:-24::;·.•.91y.:f 19:~2 QAREt AILS,Notary p~~ WAIiHI 'i'No WASHINGTON CO..PA. Mp _missi iJ~f..e»tulUY.2.1.191$ therein, (Executor-~~ ....?!..?W.9.:.l?..h.~.D.:gt.9..D:'J.'.;J;:y.§.t.a.l.d.g . .(Street Number) ..~i:l:~.?~.~~.~.?!l:.L ~.~.~?~..~J..?.}.Q..l.:. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above""directed. RCC-34 11-614) COMMONWEAI:.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT " SCHEDULE HA" REAL PROPERTY {. Real property in Penns:ylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property h,eld 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 shc,uld be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by whl ch the decedent took title;if a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule IIF"and must not be deducted from this schedule. House and lot -425 Fayette st.,'8th Ward,Washington,PEmna. For legal description,see Deed Book 647 page 6 (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 5,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the lo'st page of this return. 5,000.00 RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:'fhis 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 anothl~r 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 undistributed es tate of or income from any property held in trus t 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 MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 1.Pittsburgh National Bank,Guardian of Estate Of J.D.Iams,incompetent-cash balance 2.Gary W.Rush -Demand Note dated Oct.17, 1967 3.Raymond Board1ey,Jr.et ux.-Demand Note dated Nov'.22,1965· 4.Judgment vs.Velma Clutter No.223 Sept. Term,1964 D.S.B. 5.Judgment vs.C.S.Wood et ux.No.196 Feb.Term,1970,Greene County,Pa. 6.1/64 interest oil and gas1easeR.E. Montgomery Farm -Amwe·t1 Township 7.1/50 interest oil and gas1easeJ.J. Tenant Farm -l\mwel1 Township 8.Pittsburgh National Bank -refund ins. 8311.34 'l3/f,3'-1 1207~36 1;1,07.:3 f> 82.78 <j:),7t 704.02 '78lft 6 2- SlJO,4 0 (j)OS66---~ 1.00 (fYO 1.00 t..O 0 14.00 14,00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X fJi)322 So~. RC..C~36,' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDE~T DECEDENT SCHEDULE "c" TR.A.NSFERS (1)Did decedent,wi thin 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)1\10 (2)Did decedent,wi thtn two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)---,N~o,-__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's 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 01"be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)-""N..,o..L-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_N---'o _ (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 subje.ct to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)~N~O~_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair nlarket 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 NONE 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.NONE RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA' rnANSF'Ell INHERITi\.NCE TAX K.Cl,'-;)S •_l ,'.-,...... SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-oWners to the decedent. Description of Property,Date of Acquisition,Name I unit perc;ntage '--Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where_Rea!~state.!. Savings Account #061-000105 - Mellon National Bank and Tr.ust Co. nlo James D.lams,Jr.or Eoline DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Wright 1/2 taxable $2,000.00 I I I 1000.00 Insert this total opposite "Jointly Owned Property",Schedule"E"1000 ~OO I J(JrJ1J.-- in the "As Reported"column on the last page of this return.L-~~'~ ~ • 'I •.. .,•..\l RCC-37 T12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED ;-BENEFICIARIES AND ADDRESSES (If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Determination of heirs ml st be made bv the COUl t hut all Ithph,:';rc::: will be collateral hei sasthere axe no dil ect heirs. .... ,. - -- \.- .,} ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .~, OF THE Deceased REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported"column #1.) 0 :"-I ~'"t:J ~"1 :0 "1 ~~0 :...-§"1 II:>'"'"0 -'"::=J ~::l '"t:J....,:rt"~e."1II:>:~0;.<to '"t:J'OII:>:1"1 "1 ~C"'o "1Cb:0 '0 ~ I:%j to ~ '":CD ,...,...:1"1 '<II:>=rt,... ~1<; ......:.....'":tv :rt:Ill:x :Ill:0":.....:CD-enc:a::a::>::rl ~en en ><: (')(') ;:r';:r'(")~>::::::--------- -EI9 ~-(I)-EI9 -EI9-E19 :.....::.....:om::......:O:Ul>...:....:........~w::0:ZW:o ::rltv::0:0:tv:o ~.-tv:.0::=J:tv:o "'"-:..:CD:·:.S;---01:0:.UlO ct 0:0:0:0 c... ....Year .. Washington \\ \",d "0;')tJ;\J.l f)f~·m S~M S11!l\.:IO :tJJ,lSW3:fJ iJ"lIJ1'\.;J·!"'L.1 "':1......::.Q~ni.V,ff..;;;J!/I.Ji,-.......'UQt ~IATIER OF THE APPRAISEMENT ESTATE OF Late of City.ofWashington . Commonwealth of Pennsylvania County of P.Il THE Will (N Administration ~o. JAMES DORSEY lAMS a/k/a J.D. IA.M:S,. S£S'E~Nl1 ~.]f/tI~~fL,ESQUIRE 215 W~hin9to.n Trust B~dg.w~shi~gn'1Je.Tsy1vanJ.a \.I \<~"l" I -{I)-EI9-E19-E19-EI9 -EI9..-~::~:> ,('\.~••D:~•II.''.,"v '".:0::'Q~-;;~:0 ~o~- I-N::0:N:0 2.I I''-.::,'-:.:::s..0 0 ~:..l.--c...'I.:.o·:I .0 _0:0 REGISTER OF WILLS AND AGENT OF TME COMMONWEALTH OF WASBING!rON CC)UNTV Form RC C ·10.,'""....'~~:'"il.'~l '1'..'.OFFICE OF TME STATEMENT OF DEBTS AND DEDUCTIONS ',""0"'"mo;,~5'~J THE SUM OF $~. DATE APPROVED 1)~17-75..................&~~Register of II.Agent C{/'" ESTATE OF JAr.mS DORSEY lAMS a/k/aLATE of __...:C:..:i:..:t::'YL.-,;o::.f=-W.:.:.::a:.=s.:.:h:..::i:.::n::.:g!...:t:..:o:..:n~_ J.D.lAMS,JR. DATE OF FILING APPRA'SEM ENT DAT&:OF DEATH _~O~c:.lt::.lo~b~e'-:!:r.........1!=-L,--..:!!lo..:9:...7:...0::::...-_ AMOUNT 1470 00 1 00 ..-.L.~vv 16 00 rW 00.1 .........----1 00 f--~.,~ "'"~ .....<"'"n~'-.::-J.7 l'A nn REMARKS ~I!~b!lity insurance prem.·- -:r-r..J -,I:a;Yl::::\..\,l::::,;;)\..• Lettering marker Fire ins.prem-425 Favette _. - NAME OF PAVEE Morris Ins.AqencV Kurtz.Monument Co. TT _...,.,.,".1 ""••m ... 'Dcrd Clt'PT'nf wi 11 Cl Rnhl~l"t F.Hnmrnpl]Fun Hom@ Burial exnen!=l~ DATE NO.OF VOUCHEIIl 1 9 7 1 J~n "2Q '1:'_\,- 1n .. d09 2<?/1 Ir;;-ani "-(35 9V 3 50 ?O 00 1150 00 10 00 5 00 5 00- s::nn 5 00 .IO.vv -"'....v.,",v 14.00 ..._-..,.. 1:.- II " II " Executor &Counsel fees Notarv fees &witness to Wi 1 Probate Witness '1";1;'1"\.... .""............""'-'v"'...u ~dvt.letters. -. loG :::;111:..cer 1971 School taxTreas. T ........., Eoline Wright Maraaret Bails -"J, Malcolm L.Morgan,Co.Treas.1972 County tax Prot:honotarv of Greene Co.Sat.fee -Wood Judament 'T r~c':1 t,VoL ,............0;, Wash.Co.Reports 197JL .Kel.:j.,U.L.WJ.J..1.S Harry R.Cook,city -J. 30 OJ;• 1 .4 Jub 1 9 7 2 Ruth lams fl "t;00 3132 34 DAV ()IP ,'-~:'M "'ARET BAILS,Notary Pub/I'e WA H NGTONM .WASHINGTON COYCommissionExpkesFebru27"PA.ary ,19?J5 COMMONWEALTH OF F'ENNSYLVANIA } W,i\SHINGTON 8.:II"COUNTY OF I She-r-m-a-n"""""='H:--.----,S=-J.T"',e-g-e"""l---9: .j HEREBY CERnFY.HAT.TO THE BEaT OF IIolY kNOWLEDGE AND BELIEF.THE FOREGOING 18 A JUST AND TRU E STAT ~NT OF DEBTS.FUNERAL ~E ES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF J;:rme!=l nnrsev !trcilms ·DE~EA.ED.AS DEDUCTIONS POR INHERITANCE TAX PURPOSES./iJ/_~--~--11-f7~lr;W)fiji_f~~dlA._-(L.5.1 VSWORNANDSUBSCRIBEDBEFOREMETHIS24th r\.T"l"iJ:a~..:J.L'-VY /i.A:A 12 _0 T~) ,. , ,t<,,j 'I '."~\. r~.,.....,; '""'C '"::x f" DEDUCTIONS ALLOWED IN Register 01 Wills,Agent ~ THE SUM OF _0 0 0 0 0 ••0 0 0 0 $IZ1f:?:!i'Y DATE APPROVED 12-(7-75-- ~~ SUP P L E MEN T AL STATEMENT OF DEBTS AND DEDUCTIONS f \ ,).....:::OFFICE OF TME REGISTER OF WILLS AND AGENT OF TME COMMONWEALTH OF _--,W.:.=A~S=-H=I;=.N:..:G::..:T:...;O::.;N:.:.-_COUNTY Form RC ColO ESTATE OF _"".J-IQa~J,j,uLl;;e::.:s_D.L.U.ol..lr~s:iJe'==-J:*T---JIL...ca:umI.lJ,.;:,S__LATE OF _---lC.....i..lot':l!y:.......lQ..u..f--K;WiJiaolo.lsi2.hl.!woloi..ion~g~t!::.o!:!·""n~_ DATE OF FILING APPRAISEMENT DATil OF DEATH October 1«1970 '\ 1974••__"lA D.o.,'I!:NO.OF VOUCH,"" 1973 Jan.17 1 t:; Aug.3 7 1() AMOUNT 14 71 11 00 49 40 59 30 7 42 (50 00l ...........--' W 22 00) r-.....-L-r6,70 Qf'lf'l f'lf'l 17Q()t:;Q 50.- )"'74/2 :.~q' "" Balance attorney and .r ...·-Fo"'...· REMARKS Certified mail Legal advertisement Liability insurance ., Pers.Prop.Tax 'Renairs LiquidatirjgAccount due Agency Liability insurance Sherman H.Sieqe1,Esq. Washinaton ManorComn!lJ.t 1:ee Morris Insurance NAMIL OF PAYEE Observer Pub.Company Postmaster Morris Insurance Aqencv Washington County 1 , 17 Oct. Apr. 197t; ----:+---+------!---.----------4---------------+----+-- \, --t--t---t--.------..:.---+----------!----L-- --II----r---=:-:---.--,---------+-----------~--+-I"'-,- ,~K RGARET BAILS,NOTARY PUBLIC INGTON,WJISHINGTON CO.,PA. MY COMMISSION EXPIRES FEB.27,1979 COMMONWEALTH OF PE,NNSYLVANIA } COUNTY OF WASHINGTON ss:-f/~ I,SHERMAN l-i !=:T'R~EI «e;.7 HEREBY CER I ,THAT.TO THE BE.T OF ....y KNOWLI!:DGE AND BELIEF,JrHI!:FOREGOING IS A JUST AND TRU E srAT IMENT OF DEBTS,FUNERAL E)P NSES AND EXPENSES OF AOMINISTRATION SUBMITTED T()THE ESTATE OF James Dorse if a.ams ..,..~../lY E~",flED,AS DERUCTION5l FOR INHERITANCE TAX PURPOSES._!~~lAJJ1j11 t2Il ~A '1 (J~o f CL.SolnORNANDSUBSCRIBEDI!lEI·ORE ME THIS 3rd DAY 01'if ~no,...518~.........J.h ~(1AO~t=6~) ,,-----------------------------------------------, 11C C-8 1 (6-7 1) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT SHERMAN H.SIEGEL (ExecutorlXXU~ IN YOUR REPLY PLEASE REFER TO 38-123-9 Inheritance Tax Division J In Re:Estate of.__-"-J..::..:A=ME=S=--.;D=-.:O=--=RS-=E=Y--=I=A~=fS=______"'a"'l_/--"'k'l_/=a'------_ __Wc:..:..:A=S::...::H=I=-=.N=G....:::.T-=-O.::..;.N__County - FileNo.63-70-1184 Dear Mr.Siegel: YC)U are hereby notified that the original appraisement in the estate of James Dorse~lams a/k/a has been fi led in the office of the Register of Wi lis of ?ashington County on _July 31 ,19~,Said appraisement reflects the following valuations: ReaI Estate --=---=5J.,-:;::0-::;;:0,.;;;;.0-=..--==0-,:.0 _ Persona I P roperty__---:;1::..;0::..;,z-8.::....2'-1~•..::::.5....=:0 _ T ransfers,.,----,--_ J 0 int Iy Owned -__---=-...",l'-Jt--"'O'-"O'-='O'--".--"'O~O'_____ Tota I --"1==6~t-=8-=2""'-1-"--'.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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date J lJl1y 31,1972 Title _AP_P_RA_I_S_E_R_I_I_-_ DATE OF DEATH:October 1,1970 Note:This is not a bill. !..,< II DATE OF EA 10...1-70 63-70-1184..D J7H __--..-_--.;._FILE NO.__..,--_DORSEY ak/a (Initial) ·'~...''i~.: JAM.ES (First Name) COMMONWEALTH OF PENNSY\-VANIIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT RCC-39 (~66) ....•'.,.~i'~·.:',.::.•.,,:c· Estate of lAMS, (Last Name) REPORT OF INH~RITANCE TAX APP~AISER I,the undersig~ed duly ap'pointed Inheritance Tax Appraiser in and for tJIe County of Washington Pennsylvania,do respectfully n:port that I hav~appraised the real and personal property as reported in the foregoing return at ::,::"ue,':'~:::::'i::::i'em iU ilie last col.mo ~,he ri'(fe:.:e2·~:"~ ..~.INHERITANCE TAX APPRAISER -==--- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for...CountY,Pennsylvania,do respect- fully report that I have allowed dedul,':ti9llS in ~e amounts claimed by deponent,except as tothose items where a greater or lesser amount is set forth in the:last column to the right i~Schedlile "F",which greater or lesser amount represents the sum allowe~as a deduction. Dated:_.~.....__...,.. REGISTER OF WILLS· 5.000 00 10 821 50 1000 00 16.821 50 None 16,821 50 VALUE AS APPRAISED VALUE AS REAPPRAISED $$----:._~---+-- 16,322 50 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule IE) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEOLILE F) CLEAR VALUE OF ESTATE FOR USE OF REGISTER ONLY Tax on$.~% Tax on $.-+-__6% Tax on $~-------,-+--,..,..5% Tax on $1A!1L. Tax on $C lS~~ExemPtions=======:=t===~ Total Estate--.---......-__....11--.-__ TOTAL TAX COMPUTATION OF TAX $.......------+--$---_-.-_~-- $--..;.....,;_..............~-- -$------+----........ $_....,..._,._-__.....h__ $-_,...,-....1.--_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE; Less 5%of tax if paid withi$l 3 months after death ::::::::~t=::;:;:.:::::.. :~it:;~S?;t:~~E~:~7r~:TAX DUE $__------.....IC AMOUNT OF ESTATE TAX ASSESSED $..,----'--.....-'-~.I--.·...$ Estate tax paid $...._-....IL-. BALANCE;DUE $......-....,.,..........,.,.......,...,..-.,...JL Add interest at rate of 6%from to TOTAL TAX BALANCE :=-=--=--=--_-_----I~.~ PAID $-..;..,..._---L./ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjul;tments are made to the~boveco~Plltationof tax by the Regjsterof Wills,for proper reason, same should be noted tlelow,with short explanation. Will !...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES DORSEY lAMS a/k/a Deceased Late of . County of ,,,ASHINGTON WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Funn ~CC-2 COMMONWEALTH OF PENNSYLVANIA DATE .................J...y,ly.:.....3.1..,.....:..l.~.I~..... r;DEl"AR.TME1'~T OF'REVENUE RESIDENT INHERITANCE TAX Washington BUREAU OF COUNTY COLLE:CTIONS COUNTY ····..·······!·····~·..···..•..·····I..··············..·..···................................. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..........?2..:..?..9..:..!.!..~.~................,................ Whereas,.........~.~.~~~.~.....p..~E.~.~.y .....~.~~~.....~.I.~/~...........................................late of ,.........,........~y.~.~.?~J?:.€?.~.~,J?:.......................................,......., in the County of ...............................Wa..s..hi.ngt.o.n................................................................Commonwealth of Pennsylvania,having died on the .....................l ....~.t..........................................................day of ...............Q.~.t.9.p..~.r...................................19.....7..9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.............Uominic.....R........D.e.M.a.ri.a...........................................,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 lor life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ REALTY: See Schedule "ATT attached hereto:5,00C 00 PERSONALTY: See Schedule TTBTT atached hereto:10 R21 !:i0 JT.HELD:.". .. See Schedule "ETT attached hereto 1.00(00 J ., .' -..-, 1 .-..-. I ~ )- Total 16 82'50 .'; form::v:fh~~::7h;.wo..,la~J~I~~.~:;:rer~by;~~~:±":Rv:a~l~~~~ Appraiser 22l··..·Z=..Z~~~r:·:::..~:..~t.~~~t).··............................................... ............Penna.--d .....(Post Offlee) ................, WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J AME8..PO RSE~..~.i.\.~Sa/~/~.. Deceased. Late of ....WASHINGTON.. Date of Death,.9..~.~.~.t?~.~J..L ..J.~}9... Appraisemeilt Docket Vol.,3.8 . Page,..12.3.~.9 No 6..3.~.7.0~.l.18.4 . Filed in Register's Office,July ..3.1..19 72 Amount of tax due,$:.,.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ui Appraisement, Appeal /,.0»1 Appraisement,. Entered and charged,,.. .. .., '. , " 11n tbr OOrpQuns'Qlnurt nf lIuBQingtnn QInunty IN THE MATTER OF THE AUDIT OF ACCOUNT alk/a .1.,D.lams Jr. In re Estate ofJ;~:.L~~~.~..».9.r.~.~Y.-No,.63.~.7-Q~ll84 : :..3rd.Term,19 ,AA ...§~~~_R~~;~g~~"..~~.8herman..H•.-Siegel-.Att.y ~. -'October 1,1970 ..---~Md'<T\'lr .July 24,1972Dateofdeath._....._._.._.._.____Date of filing Inventory Appralsement _.._.._.__ _ _ _.. A~Ml~"t TO THE AUDITING JUDGE: Enter my appearance for.Personal Property Tax Due,Washington County,viz: J- - I TE M Valuation 1971 :Note-Ga;r-y W.Rush 1207.36 12Q7,36 Note-Ra~,""n,...~'Rn",...,n .....r J,...~n,~A r:'n·£O...,, Judgemen,~-Velma Clutter 287.11, 1970 I , Note -GeC)I'ge W.Rush.120'•.36 1207.36 No~-Ba.ymond Board1ey,Jr.50.68 50.68 Judg§lmen'ti-Velma Clutter ?87.')."A?,I.-.-... -I I 10%CollectionInventoryAssessment12%Assessment Tax atYearAppraisementReturnedValuationPenalty4Mills Penalty 6%Interest Total Claim - 19 71 1545 None 1545·~~~~~6.18 .62 ~7 7.17 19 70 1545 None 1545 -----6.18 .62 .14 7.54 •:I - 19 , 19 I. 19 , 19 . TOTAL CLAIM 14.71.. The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed fo-r_the purpose of determining the Personal Property Tax on said Estate. ..._~~~~day of.__.Jl~~~J ___.__19 72 ..A.V.CAPANO,Solici~r' No ~~~·}~~~,8~}~~..~~~Term,193?,AA In re Audit of Account in Estate of ·····J·~~··~~~~··J!9;r~~y.·····················f··········. AMENDED AUDIT . Jrarripr fnr i\ppraranrr FOR WASHINGTON COUNTY... PERSONAL PROPERTY TAX A.V.CAPANO, Solicitor ~9 ~ 11u tbr OOrpquus'<1tnurt nf Itusqiugtnu <1tnuuty IN THE MATTER OF THE AUDIT OF I,\CCOUNT a/k/a Ji"IDi'lams Jr. In re Estate of J~~.I..~~~.~..R~;t.'.~5~Y.No R3~1Q~;J,.~~h 3;r.<;\,J!~~,19 .7.?..,AA ..............Sb~rm~..H.•...s.:i.eg.e.l..,...E:Kr.•.•.,Sherman...R.Sieg.el .Atty.. Amaavit Date of death ~~~~~~~..~J..}?l~Date of filing Inventory Appraisement ~.tJ)4y...?~.,.)..~.7.?. Ass-essm~nt TO THE AUDITING JUDGE: Enter my appemance for,P.ersonal Property Tax Due Washington County,viz: IT E M Valuation 1972 Note-Gary W.Ritsh 1207.36 1207.36 Note--Raymond Bc)ardley Jr.82.78 82.78 .Judgement -Velma Clutter 704.02 704.02 - I1971 Note -Gary W.Rush '1207.02 1207.02.Note -Ra~ond Boardley Jr.82.78 82.78 Judgement .~Jlelma Clutter 704.02 704.02 1970 Note -George W.Rush 1207.36 1207.36 Note,-Raympnd Boardley .Ir.82.78 82.78 Judgement -Velma Clutter 704.02 704.02 . -I I Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6%Interest Total Claim .1972 1995 Nnne__199.5 7 QR R()A 7A----.1971 1995 None 1995 7.98 .80 .48 9.26,---- 19 70 1995 None 1995 ----7.98 .80 .96 9.7h 19 19 19 ------TOTAL CLAIM 27.78 The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. ........l8t.O day o~ugU~.t......................19 7?.A.V.CAPANO,Solicitor '7fv~tvA{' 63-70-1184 3rdTS~·19 ]?,AANo.,--------------------, In re Audit of Account in Estate of lams James Dorsey .-------------------,------------------------------------------------------------- AUDIT 'rartipr for i\ppraranrr FOR WASHINGTON COU NTY PERSONAL PROPERTY TAX A.V.CAPANO,. . .Solicitor ~9 Ii_P_R_O,---C,-E_E_D_I_N_G_S_O_N_MA_T_T_E_R,---'O_F_M_U_T_I_L_A_T_ED_W_I_L_L__ FRANK A.CONTE,ESQ.,of 'Washington Pa.,representing Robert ,Edgar, Carol-Ann Myers,Saia Cain,Kathlee~ Havilan~,Ralph C.Iam~,William A. lams,Jr.,Jack~.Iam$and James B.lams.' ,'<~,1 ,.:\..,j. ~.*.'j,r _","'~,"r .......'L/'\'~r·YJ/i.~~"'~'/--:'J;',j jl-".~.'f,Jl/_i~,I,"',"~l 'f,~,'\.,(.....I,.'(-:',JOHN/::8'.ROGERS,/-.-ESQ:"!~of'WashingtonPa~::·representing Floyd Rush,Frank ,~~E.Rush,Lloyd Rush,Robert Rush, ':(11 ;Wal ter Rush,/Ethyl Riser,'Genevie', $~,-t.','Sp'e~c;h~r,.'p,orothy Amos,G?ldiet.r,••~~rS~i!m~ts"./anq,Robert G.'DaV1S. .. No.1184 6f 1970 ) ) ) ) ) ) ) ) ) " PATRICK C.DERRICO,'ESQ:,of Washington,Pa:,representing Eolin Wright McElroy.' SHERMAN H.SIEr;EL,ESQ.,of Washing on, Pai,representing the Estate: THE HONORABLE PAUL A.SIMMONS, Judge of the said Co~rt. o'RPHANS'COURT DIVISION ., -~"..( BEFORE: APPEARANCES: " ES,TATE OF Deceased.i IN RE:"' J.,D.lAMS,JR." , JAMES"DORSEY lAMS',a/k/a . 11 I iiia:IIII-a:oII.IIIa: I-a: ::loU oJ«\i' ii:II.o .:u itI-IIIa oJ0( U o ::l.., :tI-r-N 0( ~.>oJ>-III Z Z IIIII. ioI-el Z :r:III0( ~ ,~, e, I •••• TlIvIE : <:/'t~,I"';.'~,i''or I"·~""\';~;(o'riday,'April 22,'1974,at 11:00 o'clock A~M.; ---.------tt-----~--~'---:r::_:::":":":'"':""17'::"":'~==-:'::""'i"'"-----.:-.-..:..-_1_~Ja'cqueline Hammond' Official Court ~epoit~r •i \! I ..4"'~~\- t /~{~._~...J~~ I ~;,/,(>\~,I I,. ,I .,V'.'....f _ -';:'-•.,e ,•.,-_II .l ....111-. :.'" THE COURT: of J.D. ,I-This matter..was called in'the estat)l ...t':r •j•'/,....-.,;,'.,-.I lams ,~..~l·?l'~:;f~~S~It"'its~.J~mes Dorsey lams,decease , ~ Z0(>.J~Cll Z Z \&III. .'i0l-e.?Z :x:Cll 0( ~ ..=ua:I-!!!c .J 0( U C :l., :tI-"N iiill: \&Il-ll: 00-\&I ll: l-ll::l0U .J 0( uit:I.l.0 ,P, I:' filed at NUmbe{;;~~.~79;t:IT,~4rEf~h~eCourt,in the cOurse of starting an Opinion on this matter,examined ~ome of ,the ~apexs and had occasion to take one of the staples out of papers that were marked as Exhibit ,"B"in particular,and,the Court discovered that a p~rt of the Exhibit "B"had been cut by apparently a pairl6f scisso s and part of this portion of Exhibit "B"is missing.No evidently,'1'think this must have been done by somebody either the test~tor or somebddy who had access to,this paper.But the Court wanted the second page of the original Will of December 11,1963.The first page of that Will had beeri submitted to the Court as an exhibit This was marked Exhibit "F".And .what we need now or , would like to have is the second page of the Last Will Exhibit "G"and then we want to put you on the stand' to verify that that is your second page of that Will, which evidently is lost.1 wouldn't say lost,but mutilated ,by somebody,either the testator or somebody else who hid access to it. l .... ",., MR.DERRICO:,,Your Honor,I am'~'at..isfied to.' stipulate that if Mr.~Siegel.submits't~at to you,at thi' time, THE COURT: ,..'. I think I '.- "t I r'epres,ent several,persons interes ted' I'represent Eoline Wright,,,one of U e ..J_:~epresent_some people; t .and Mr:Derrico.the estate; in the'Will. if theX ar~~i}ling/t?so stip~late.At this ticie,I would like to exhibi~to ,all·of couilsel,and'let',the record sho'w thereis~Mr.Siegel here,you represent i '.1' filed an appearance." COUR·T;'·...·.Just for the sa,ke~of today's record l',!'/\-:,.f.....~~.. to 'ihdfc!t,e~t)iat:~lJai)"{r.e Ihei~,h?t,e#lerit ~~~a,~'e1,a look, '\...: .".,•,1.",,/Vi t~,;"x,~,,~'"-.'.h _.''.f,'•'r.........-;.',...~..'\t~'"'.!~~-"'"~,..-'..,..,.-J.r .•..- I'd like all of counsel to examine this,what was the .,f·I ....:\" original ',second pa'g'e 1 of.the Wi-Ill,where"it had been cut .,•..,",,fj ('tii,l ..'~II 1',:~~ off by a pair of"sc'isso'rs¥.Maybe it would be a good idea for the r~c'ofid~t~'-,J!i~'kJk,;]J;~tl~testimony to indic,te Ij' i, 'I•.Ij I'. ,r,. .' t:rf. 'Ie THE MR;~-ROGERS: MR~'DERRI CO: il "beneficiaries of the ·va~ious combinations o'f Wills.. 11 MR'~';'CONTE: ~z· 0( ~>-II! Z Z1&1D. ioI-Cl Z :z:II!0( ~ ~uii:l-II!0, oJ'0(, ~o:J., :tl-I'-N !Iill:Id l-ll:o0-ld,n:_" l-ll::JoU oJ0( uii:lI.o r where it was cut off.I didn~t notice this.This was "it was clipped,off. ,:,." " MR~SIEGEL: 'j:.,' THE COURT: I didn't r~aliie that...'. We'd better examine,Mr.Siegel" since he is the 'scrivener,:ofo:.the,:Will . .11' "..;~ ",, ,,' ...r~ "," SHERMAN SIEGEL,ESQ.,IS CALLED AND DULY SWORN. EXAMINATION BY THE COURT: 4 ~z 0( ~>-Ul Z Z\&I, II. iol-e>z xUl0( ~ Q A Q. A Q A Q State your full name,.please. Sherman H;Siegel. Your professi.onal address·. • I •215 Washington Trust BU~lding. As I understand,you are~an attorney practicing law in Washington Coupty. Yes,sir. Back on the 11th day of December,1963,di~you have' occasion ·to see to·th~execution of a Will of a James' A,Exhibit "F"is 'the first .page of',the oopy of the Will A.,I did,sir., Q'And I show you what his been marke~in ihis matter as .,>1 '>I' uill: \&I l-ll:oDo\&I ll: l-ll: :J.0U ..I 0( uii:II.o .,Dorsey lams? Exhibit "F".Could you.tell us,wha t thi's is,if you 'will,please? which was in my file. Q N~w could you'tell us how mabf{aies w~r~there? )........,1/:,"'i.tf #'~.~~.','",,t-.I.' C .,I'•i J,'.I " •,\,"f'f:,{1 >1 i "';.',i,_f,':I A ' , T .-~r jJ .I','f JI_"',''\~".'..'I ~;.,J'!•I ',L,I,i.,w.o,'-.pag.es[..·......~"..t\'~.,..to •..."'c','I,,''':,·'',l'I.1 ',","_....,,,.'\."'-~''''1-:;',,~.,-l...../j".t~'~ Do you happen~to.have the second page of the Will,a l f"~••t~ '.r"'t'copy of theI s.ecqng"page~?,":! '....~,~,~'".,~,_"J..-I""~''''''';-:.t /~,~f'"." I do."".....,.l'\'.'U"~'~'.- f ;'.'•.1.' ,i"~;'-;t;1\"!Wouid you identify~Exhibit.."G"~Mr.Siegel',please? "'" Yes.Exhibit "G"is the copy,of the second page of the. Will dated Decembe'r 11,1963. I •• \.J • " A Q A :!:zc>.J>-QIIIZZ1&1ll. :i0I-AC)z ::cIIIc~, ..:Q'u 0:ii·I-AIII.Ci ., .J "0( ~0:J Q"'> :tf0-r-(II , iii Il:A1&1l-ll:00-QIII Il: l-ll: :J0U .J A·,0( uii:ll.Q0 " 5 As I understand it,James Dors~y lams,his Will as of December 11,1963 contained only two pages.Is that cor ect? Yes. Would you please identify what we heretofore marked as Exhibit "B"in this matter? That is what remains,Your Honoy,of the second page of the ,original Will of D~cember 11,1963. Now will you compare that Exhibit "B"with Exhibit "G" and tell us what the difference is,if you will,please Exhibit :"B"has been diminished by having the sub-parag aph ,Bsremoved.from the top of the page. Was that like,for example,6 (e)? Yes.It would be item·6 (e)has beeri ~ut off the origin 1 second page of the Will. Apparently by a scissors or some other object that wou d cut. Yes. •Now your Exhibit "Gil is the entire and complete second page of the testator's Will. A copy,yes. Now you gentlemen will have ,the right now to cross examine Mr ..Siegel if you wish as to any matter.. MR.CONTE:No questions,Your Honor. 'f''r ,~".',,t ! 'MR.RO,GERS:.,I.No ,quest~,oris,Your Honor....\-.(..~'"\.It'.Ii'It \"....,,.,,"j.,.tJ,",~. , ,I '"~•~.,.-.•• ".,t ~j.f j {~tf(><~,.F·......~~...~.•..,II .'...,"("/'•MR.,.])p~R~.C(O.:\..~...:~~~~.t:~1·.>,>,No ,questlons,.-I".~_."(f hoi" THE COURT:~~~One other.question then.Yoti would,i',. say,would J.ou"po';ri Mr'l.~~~~.,el,that attaching Exhibits.....{"'1 '.."".,..."r I , ~::~'f~f '\~" '6 ~~~ge:of the Will as now'being.submitted?· :you want to bring b'efore the Court in ~egard to this'I ,., , if 'it"is necessiny to be 'made a pitr£'of the record. '., .' . f.," ,#'" ., ..' .J ~...'""'. You'ci~y do fhat this:minute and Your Hohor,~could possibly Mr. I ~gree arid ~o mov~,'~our'Honor, .;".~"\ Hearing no'bbjection,we will ,make •f'• of the record'.'.'"'Anything else that".~.~,..". (Proce~dings Cl?sed) ;., " ..~' ". matter. ob ]ectiori.- ..' return-it to the Court. "Rogers and'I get a Xerox co~;:of t~e original s~cond, .f •,~II- Ii'J , _':~Exhibit ',",G"a part MR.iDERFICO: THE'COURT: tes·tator's Will as of the'!l th day of December"19.6'3. ;..::;'If.'"1' MR.SIEGEL:"~,ll ~h,jt~ts>~c?r'Iject,.your H?no,r . •',,!!..!'1-,'il.'~'4\';. , THE tOURT:At this"time the Courtwouldqlike tc ~~#,..~,,_....'IIo,l(.......'.I,,'~'.,''/f:to ••..,J ~'~,~~p..'I.:_.......« ,make EXhibit~:''~"G'{~"l:part'ol ¥~~~tecord'if there is no .MR;.CONTE: -'THE COURT:cti.,..•a:' ld,It- oa..ldII:.... ..II:"'5,"u .J,0(, '0'.ii: ~.IJ..,:,0 "~ .' :!:~">.J':>- '" III "Z, Zld0., i0... elZ :r,III ~~ .:,0a:-... III C .J~ ,~, C ::l., :c '..,.. (II :'.t,., ,.1.", '-e ,{', " '.., '. '. "",...",'" ,-- .: ,,' '"."..~'r ,••••I -'",'I', ~.", ~Certificate of Hearing Judge .'The foregoing ~etord of the proceedings upon th~hearin of the above cause is hereby approved and directea to be """.¥.•..' By the Cour,t,' filed. " ,..~'"'\. 'r ','1 f';r..fl ,.Stenographer IS Cettilicate ... • J t...\'~""+(..•...,"",1;'.~t I ....;I,'.I ,JI ",/ t /1 "·\:'(1"'.1.k1.·~:"':hl"f~;"'.,,,';t",'II"·{It(tt>(/i,.,-\~'t:,..~,,<11'11:"';:..~......,.~"'"ttt''''{.-.li ..."~\1 ~~"~...,,.......,; I hereby certify that the proceedings and ev~dence .:'..~ .Y ""tt I are contained full'y and accurately in the notes ta~en by' ,I _.q tt:.!"?¥Tr,:'f'..,,\,I,t;1,1 '.;~..,if.!J me on the hearing o"fthe above cause;and that this copy is...r.~tr ;,..•,,~~•..·r 1~i1 ~J:~a correct trans<rr,ipt.of.tne!sann§,i, ~z<>..J>-V)zZIII,II. i0I-elZ :z:V)<::: ..:ua:l-V) C ..J< ~ C :J., :t~,... N iiill:~ll: 0II.IIIll: l-ll: :J 0 U ..J 0( u ii:ll.,0'., ,- Pa Simmons,J. " -~_._.....--... '74 MAY ~l}04 , -. ., ". -., ,. -..'~,. .., .~,~..N-~. .• ,.' 1 ,liT;·:' I , • J• 7 f' ':'1" " ,lIlo!'-.,,_ IN THE 'COURT OF COMMON PLEAS OF WA~SHINGTOl'fCOUrTY,PENNi ,. ORPHANS'COURT DIY~SION ~.l .J - J, ,. JAMES DORSEY lAMS,a/k/a JAMES DORSEY lAMS,JR., Deceased. ESTATE'OF ,", No.'1184 of 1970 ), . ) ) ) ) ) ). ) ) ;.... .". . TRANSCRIPT OF PROCEEDINGS.,j,, -IN RE: ioI-C), Z •:r III<'~ '<z<.~ )0-III Z Z~1&III. • Tuesday,AugllJlSt 21,1973,at 10:00 o'clock A.M.' SHERMAN SI~GEL,',ESQ.,appearing in Pr:OPL ia persona as executor of the estate. THE HONORABLE PA UL A.SIMMONS, Judge of the said Court. FRANK A.CONTE,ESQ.,of Washington,Pa , representing RpPe.r,t Edgar,'Carol'Ann Myers Sara 'Cain,Kathleen Haviland,Ralph C.lams 'Williarn'A."Iams,Jr.,Jack S.lams and JamEs B.lams. TIME:, APPEARANCES: , r:BEFORE,:uitI-III C .J< ~C :J.., :t~"(II -~.eti n:1&I l-n:oII.1&In: l-n::JoU .J< uii:lI-o ,e " THE COURT:,.~~' .....,: As I unders tand it,there are persons here involved in the lams estate . .MR.SIEGEL:Yes;"Your Honor. THE dO~rRT:. . Well,aCtually,'aC,co'rding to'the record,.this "'I " ,. 2 ." was supposedt'o."be dn-or.before September,4th,according to _ .~i ':t "J'i'~;!))fl.:,-I ~.1,1','?,~i."~~,'". ,~."-'..\l' the record,but I am wining'to he'ar if'today anyway".I go on ..Ii l-t...,f ..#l tf,11 ~'~:...t·~,,,,~"-,.,·~t't~_:~.',- to 'say at the last he~a:r\;g~~'Iit ~-otilci b~~'tgre~able to report to '.' ~.. "''':, ., ,, " the Court'on or before September 4th by joint stipulation or ,'Mrs.'Wright . . I don't see Mr.Derrico here;who represents ",. III everY!9ody is he~e,,I~:tn willing togo ahead,.even though it was "" " .........scheduled for the 4th of September :.." -otherwise as to whether or not'there are a,ny addi~ional parties '\.~~l ~ ",.'...~.'.~,~ .,:'who may wish representation."But I am still willing,since«. z«>..J -,> •enzzIIIa. ,"-. " " '".' .' ,,' '. 0,... We have given n9tices to everybody 'pursuant. The record indicates it was supposed to be ,. Actually,.we did schedule it for the 4th of Septen'qer.'- ~,'...,".'/".. Would "you 'cali Mr.Derrico and I will have a ... ;~. 1ittle rec ess. I'before September,but do.you want to have him corrie over?. . ""to the Court's instructions." .,iWould.you ,state y'our 'nariJe,:please,one at a time? " MR.SIEGEL: THE COURT: ..=o~.THE COURT: c ..J-« o ,_o ~t, :l., J:...,... N ui0:IIII-0:oA., III 0: I-0: :loo ..J«o.ii:,11.o "~;.,. ~'";,'r ( e .-.'.- "". '.. EXAMiN~:TI9'N:OF:DOROTHY AJYIOS BY MR,'SIEGEL: -, I'.I •_' .'Would you state your name,please? .'1', -, A ,Dorothy Amos':' ,Q 'j'I~,"~, You,were mimed in the ~irs't p~ge of Mr.lams,'will a's Dorothy ",';>..'. .1 'Ii " ,J ,'", ,' 3 A Right. " You are pr esent in Court. A Yes. Where do yoU 'live? A ,, 282 Franklin Terra'ce. ( •II -c;Yes. " .., '. 0(Qz0(>.g,:\zz'~Q ioI-'~Ax'III~Q ".. Washington,Pa.? •--1.' Were you related to Mr.tams? Niece by marriage.." "you 'were a niece of his'wife,,Thelma lams. .'':~No.?n~of ~s wen£'to a l~wyer,but he didn't r~ally"want to ',take it,so we decided to ,represent-ourl?elve's.' 1 " " '~,' :',I .,. ,.. Y?U d6n.,'t'want a lawye'r? "Right. Do you have counsel? ~I (Witness'excused):,.' • I I No.We"just wanted to repres'ent ourselves . .' -What'is your phone number?: ,/,.~,~'I,'he ,phone is 222-9228 . :t.. :;'THE COURT:'.i~, r=~A I-III Ci .J Q,~u g A., ,uicr'~A cr0'"0.'"wa; I-cr ':J"8 Q .J 0( U "A'•ii: Ll. "0 '. I'f "r'" '....,,' ", " /.. "",. .;t-I ~.,r. ~.,. ,.'.,.....' "" ",!,.~,,~, "f-..-",.1\,/'•+-...i.'1.,./..;f ••,1!~,t.'.,'"~' .,. " i •6·'.'- ,' •I"';l li'\";;--'......,;J..~"'.'\t r,.':'Ii .••'""1'.''1'1.' ,.',~ 4 ,t.)'''"-f.:'..i ~.r .,c l. EXAMINATION OF GENEVIEVE SPEICHER BY MR.SIEGEL: .~,.r*J"-l'il''',',~:~'/i~t>·.,.;-,;',~'~,.,',',..H i t i"'•..r '.~f ~ ,Q,.",Would you s'tate your naipe,pleas~? .tl.Jt .r .•,'\'I t. ",Genevieve Speicher,;",'", " .'\''! ", 'Qr.'~Where do'you live?'.,".. A."695:'Broad Street,Washington;Pa.',,.J I, ., t.', ~;",. " •~l>., "'. ..... o,t .~, .' ., "' •'f< .' '"., 'Does she have an interest.in this matter? ,.... ., .,,. "4, .. Yes .' fWitness excused}. .' whiCh was 'ne~erdiscoveredat the time of his death,. ." ,t Doyci,u havre counsel ?'"...'..".'.,'.'"...~, '. 225-,3691:: /.Just like my sister stated.,,'.",'.,'. ", No,only by 'marriage. :~ •Yes. ~~ ,'..1 ,11 ,"And you are a'nie~e 'of Thelma lams: ,. ,,' A A A A . Q '.You are npta blood relcUiye of Dorothy'lams. Q Q'-"What is ~our.telephone'number? .' I THE C01JRT:.~ I "'" ui ~~-l ~~~-L.~~~Q She was'one'of the p'ersons named in Mr~·.Iams'will.~<,.",;>~-_.'.,~..'~..I',·.",t .'.--, o • '""~THE CQURT,:.,Would you bring that ,out? I-,'"J: ,g Q .~.you wer'e nafu'id ~~a l~gatee in the first pa~e of'rvir ..lams I willu·.' oJ« ,~ 11..11..o.'A 0( z 0(>oJ>-,.Ul ~1&Ill. z· 0l-e!Z :I Ul0( ~ t-=u 0: I-Ul 0 oJ« ~,0 ";'.:J'., :t..l"-N e',' '-,' • I ,,~,.' ....' e .' ~"t, l~I,"" ., J',-,• 1 • ,' <I," ',<'",' ~,," ,''':, ,'~~, EXAMIN.ATION'OF ETHEL RISER BY MR.SIEGEL:' ,, .,5 Q A Q A Wou~~you state yourna.me,pleas e,?,. ,Ethel Riser.',, "Where do you live? '\.'721 Franklin Farms Road,Washington>Pa. And you ,were'rmamed on the firs t page o~Mr.lams wiU'wl:ichw:ts . ..:,. . I dontt know.It's up to the.res,t of the family.·.. '~,'::?".-~I '(Witness excused)." if ,, « z Q«>.J>-,~A'zIII 0.' i QoI-"Clz A:rIII«~Q r:u ~AVIo ~Qu o ::J.., J:..I"-N· ArtiII: III li:Qoa. IIIa: I-"AII:::J,oU .J Q« -u~Ao What iSy'our telephone number ': 225-'1857. 'Were you related to Jam~s Dorsey'Iams ? .,•i 'My brother-:in-law. " .,you are a sister of his wife. ,Yes. ,no't 'probated:,it'".,'' ':'YeS. Do you 'have a lawyer? No. ::'Do you ,int,end to retain a lawy'er?. 'i.,•:, " .', " ,' .+ " ,, EXA'MINJ\TION OF FLqYD RUSH By MR.SIEGEL: A i,,. ,. ,'), " t,t • " t, .,',, I •J ..''.J.t',l .~If'".I "I,I,..~..·•.{t •.':~.I ','•.l ..,t .1'~."~..," I . Where do you 'liv,e ? " ..r. A'Dlive at 810 East Maiden Street,'Washington,Pa.~_•..'1-. ' • •" 'f.;"..:,1 Q What is your telephone number ?,"," ", A 225-5937.' .''J •" ' -.f "'~.. ,, .. Right. <._0'. not sure.' I'don't 'know 'whether I was'or nof.It's'~e'ms to me I was.I'm,, of And yOu were nam~9 on the first .page of his:Will'which;was not •....,~",,~,•",......,'~'...~'I .You are a,brother,o(Mr.Iams"wife. "-t;;~_ ,.discovered" Q «A.'z,~ '...•.1 Qt,,~. 'Zz·'1&1 0. .',.io~Az:rCIl«~ ,.' ;. ,, .'-J :." -. You have a copy of it tl1ere,Mr.Siegel.' Do 'you understand what·he,means by counsel? ...' c, , Yes"Your.Honor.He was ,named as a legatee of $500:00 '':. ,Do you inte'nd to.retain couns el ? ,counsel,Mr.,Rush.? .No. "Would you ascertain that,pleas e? ~i •:•0, '.:,No,·'I'didn't intend to have it. ~I ' .~.inItem 4~f·Mr.:·Iamsanegedwill,'the first''page.Do you have ,j THE COURT:·' . THE C.OURT:..:uitI-CIlC .J« u g Q., :i:l-I'-III iiiIl:1&1~o0.~,A l-ll: :J8 Q "I ..J ,~ ~A ll.o ,, . ). A i' •Attorney. -That is 'correct,sir. ,..((Wit'n~ss'~xcused). ,; THE COURT: ',j', '., ". u.;:".",l' ., ",'I ..,I, .'.'I' ~' ,,' .. " ,, 'i'"'JWouldyou'state jour~,nam~,sir"?,: ~.'.;"'I::' d~\.,I'...." •..' EXAMINATION,OF FRANK RUSH.By MR';\SIEGEL:~',"'i:"' , '." " " ,,,,' " " .!h "I'." '.' ,. !'" '...•'"." " "..\... ;T '";I ")0 ".-.," .~!~. Would you give us her name?,.,": i·... ,. "-t. "I I ~~ Do you interid to/retain on'e?, there that'sinlVfassilon,Onio',. Yes. ~~..f,j I don't think"Byth~waYJ whi'le I am"h~re,ther~is sn1e'~sister ...~1"'''•• Are you the ~ame per~on named as Frank Ru~h 'on,the first pag f-.": Is that'in Was hington,? ,of Mr,lams I Will?, ,. 46 Milbeck Drive,.',' Frank E.Rush, " ,'""~~' i',22S-isos, fJ.'.., What is you~telephone'number? "'I~ 'I" I dOj-l:(J;c)t,~,',: .~I I~,,Do 'you ~a v€.:a .!,3.wy~r,.Mr,Rush? ~",.f,·l •' , Q ~.:- II:Iiio ~A u o.~Q :tl-I'> til A "',A, " Do'you have her ~ddress? ,··f ui II:III,~Q O' ~""'~,A' II:., '::Jou '-'<c' u~THE 'COURT: o ,. " ,.".,"i'" ,f ':- ,', ....,~ aw' .'w" ~., ,,'lor' ...'.. ..,." " ,to fl...~,_.~~;'36 .FinleY"'~ta9;'Sputhwest',/¥assilon,Ohio,t ::'\~, I:",\.'i'.~',".0',,'''J!j: Do yJ u·have hlf."t:el·ePho1ie/~~irib~r~?f,~il\,,f;f~'i't,</4 "?//~~::;;;/~.~). , ",-",..,-/Ie ••"".",~':.}f':".,~,:~,,f;f '.",J"".'>.,,'f.')'/•.,.,".,t:('~'• A' ..~..'\ ....: Thenthere's a Bob e', i"If 'I'Not with·m'e,The 'code is .~,"" A ..: "~;. ..... j . ~~','." ". .~.',..' ""8 ,, Davis.,He'S.,~son of another sis~er that I s de~eased~.but I donIt' .'.. have his address,'I have the telEp h~n~o(Goldie...It's ---I'd.,,' ,' ,better give y(:)U t~e code too.l-j210-538;-3.1~;,...,, ':~get 'his telePB,?ne number and addrel:?s,as to Mr.Davis. i'·Rob~rt.,..Then there's another brother that isn't he:re~John #•',. ., tha~.yournight know abou t or·th (e:ir whereabouts .that arenI t here Th~~'s what I was,looking for,here.,N~:,We.'ll h~;e to get that. It's Robert Davis.. .. .,..' ., ., He wash't ~.ple to he.here.1\ Do you have any oth~r 'pers qns on the lis t ther '.• I • 222 -.9057. Let's make a note'w'e 'can contact Mr.Riser t (•0 Do you have an idea where'h~li ves ? '0,.•'" ",;'.'. ",' Do .y~u have his telephone number?'",.. Walte~Rush of 419 .Du'nc an Avenue,Washington. Do you have Mr ..Dav,is 's nUIIlber too:? 'ii·;~ /, ..•.today?~::t, l .,, .'.What is his first name?' ",..,Ie "',. '.Terry,Pa.. I .' ,, ..-..' TH~COURT: A< ..:IJ it Q.., IIIo ~Au' 0'::>..,. :i:./:: III Q ,~z0(•>:J>-IIIZZl&I 0- i A,o ,--..... C>'t <THE COURT:x'··.'III 0( 3: uicrl&I~MRS.RISER:o·0- l&I '.~.TRE COURT: cr '::>,0u .J .0('U. ii:•lI..'0 ' ..,, .e. THE COltRT: 'A.'. .". • •to•Essie is dece~ased. ':But s!leishIt living. ,J • . ,,'.... Essie who? .~'i~ss~e Rush,Hahn~?:,B)lt"shei,sn1t living. •:::.-;,I...'~•t '...0 " ,THE.coiJRT: "..'WiGlilldjrou.tell :us whether or,;riot"Essie died p ior ••,~..'..4...,...'j .'\" to the deced~nt here in 'question,tha~is Jame~'P?rse·~.ia~s? " ri'.. '9 " A ,.r She c;1ied prior.to him,yes.Then there is Lazier. T HE CODi~T:Before we get to the next one,-~;.,~Miss Essie ",... H8;nnel1,could you tell us vv:hen she died?< 'THE:COURT:, '..l. ·e, A It was May,'1930.' Essie Hannen died. She die'd a long while before this happened. J -#'-f .~.• "Then there was ~azier Rush,:He died aner Dorsey did.:.. It's a man.Lazier Rush. ,, Let's get her full name,,: 'Which w'as before the Will was even drawn. .' ,"':~,~. " «A'z«>gMR:E:iEGEL:z -z~A ioI-~THE CO,DRT:' J:• III~A ,' " " t-=~THE COURT:I-"'Ill C 'r .J A Yes.« 'U •c.',,' ::>THE COURT:,;,.,'L He-died after Dorsey di.d,,'.. ~'~,. Would you fell us :~hen his death was,'if you w '11 ?.. .'" Tq.at's Lazier Rush.Does'anybody know (hat.? That is s inee Mr.Ia~s,'pas'sed away. Would you 'please tell,~s,di~he leave,any heir s That's r..bgJlt. ." ,.",;.. .. }"~ He died March"22,1971. en a::::",~A .~.; n.' III - Il:THE C'OlRT: l-ll:::> SA .J« u ii:THE COURT:l1.o ,. survivin~;hipt;}ike children:,_'.,~',_.:.;:~.~ ..I J •l'1 t ,•.J,.....~'.f..~~,,~'l?'l'l ".~1>:j'J He has .two',·boys.,in,Clevelana,b:U\the,w'flY!.loh~ed·atl:a·cop'yOf ,f ''","",'"~;"'.•.t "(',t ~..'"~~""J f "')f'•.J'\'~.I.J"r·.'*J\l~'.i 1ft.......'j"It.,·,Ji/l ..,.'./'~,•:1;-.....,'fI'_..~\....#'.""I ,J';''J,:",.,'~'JIf-"-1f it•..•..1,.'4~.'~J '''".._,;f.."- the 'Will,any heirs would be :cut ,out:if that's right.,.l'",,"1,,'~\,t "io.t .,.'1'. But let's get thei:p~'na.ij1,esa.nd'1addresses.,/'.'Il-"fl,.'i .f . ,.•}/.'.:'.''-;$~..l'A,It..,·f,,,."',"......ll"-'I-'..""r;".;1 ',\l.f:'-I don't have their addresses. "".. If A A' •f,< ..'. TEIE COURT: " ..";)f~.".f:r.,.t I~'t":r ,,'!Ill;,~I;;')"r'·.'..,'i '".1\.'c h.1 ~ Do any of you 'havJ lVlf}Lazie'r Rush's addres~? Q ,,"J-' MRS.RISER:'I don It have them,but I think I can get them at '. ,. home. THE COURT: ,'".~ We can contact her through counseL ,..,'\.''"~~~ ,Your Honor;·.Essie Hannen had two sons that lived here in town. "She died .prior to the decedent. I gave you" ,., ;, ,. ,, ,.... So everybody is accou.nted for then now..''' .1" l ,Thank you v,e'ry much.,We appreciate·tha t Now the lastgen tlem,an that you mentioned, .~nd'they li.,ve in Cl~veland. ,, ... ,.. " very,much .. ."..,)'' (,W~tness excused). • -.'•'.t ~, Bob'Davis,she's suppo/?ed to get the.number for you., John ,Walter and ;kthel Ris ~f.. They:livein ClevE('land.I don't know their address. boys.? ,Lazier Rush,didlle,have a wWe surviving him or jl:lst the two '),'~··'.,t· ,That's 'right.- ,1,\ I;, " "~ THE COURT:' ,i"... THE COURT: A ,j., ~ 0( z,0( >..J .•\.,, ~'THE COURT:,zz,III 0. Zol-e>z :I:f/) ,0( :=A ..:u II:l-f/) o ~A u ,0 :J'., :t..,....::. I N ,uj II: ·111 V.~A0,0.III~THEG'OURT: II: :J,0 U ..J0(• u ii:II.o •.l. t, .. >, ,e. ',e· ·f''};.'•• ,..If;,I .,' ,1 11. EiXAM[<]~AITIBN"OFR0BER'D'RUSH BY MR.SIEGEL: Q',"Woutd:you stat~your"name,sir? " .-.r,·.A .'I \Robert Rush. :"" Q' ,. i ",of''':~''And where'do you 'live,Mr..Rush? '1 ,", .',i A .72 We s1 I:Iallam:", " .' Yes. '.. ,~. !, • r '. Yes. Wash ington,Pa.? "'r 222-4629. ,Yes.'. ,e firs t p~ge of,th'e Will ~, .- And you are the Robert Rush who is named "in Item 4 of the ,What is your telephone number? (' r:u 11:,..."III Ci ..I A« u o~Q :t.i-.1'r- (II A" ~'Q«>•..1,.~AzZIII,~.Q o...~A J:Ill- .~Q '.' Do you have couI1-~el?'Do you h~~e a lawyer? 'I'"',',.'•.," No.< .,~~ Do you i~tend to retain a lawyer to represent'y~ciu,jn.this matter,".;J 'f ;~'i " . , •1'.,.'''''.,"I It.,\'.'1'', I db~I t.}.<l}pw y~'L!~It'~~bp:'to thelr~~s t ofJtf:!:erp,.'?/"I ,'/r".~'Il i};: f.·,Il ...~,,''~~')1 '''n~....ojl::'fill-',.....$.'.,~l,·¥t ~'''''f I~·~•,,J (I (i",..,j.""".',...,-,....•~-'~'¥' ., I did. I ur:derstand:that someoody iri'yqur family'did consult a lawyer. ~••'...I t,i /'~~ "",,•.:.~.",fl'•"-/1~I .;-f,'.~J..~j •••._;t Mr.,Anderson. And would you care to.tellthe ~ou.rt.whoyou consulted?, 1'";r"..t<':'It;'It'"~'~',I ",,",' ,..:",*,/..l'"J j r t ~~..J.tf !."",1:~'t l'.."'\?,~-~"{ "Is that Thomas L.Anderson of this Bar?-, ..'.Yes.,,, ~. '... ,12 ,. " Q . A Ishe;goirig tO,represent you 7....' No. ,, '." ,".(Witness exciis'ed). And youare,named in -He"in 4 of the ,Will 'of .the first page of' j ~.,.'OJ 4 ...(.'~~, ...: ., ", ,.:t . " -'';,' " ~.",....,.~.,:.,~., SIEGEL: ., ,. '., Yes. You are a brother of Mrs'~'lams. 225 -0635. the Will. That's right. No,~Idon't. W:p.ere d~you live,Mr.Rush 7 Would you state your name,sir 7 What is your telephone number 7 ' ',. I :!..118 Ellis Avenue,Washington;Pa, ,;~fl ','"1 Lloyd Rush: ~, 'to ,,. A ..:u . 0:til Q :0 .J<.A ~o :J'~Q...r- N,,,A !Iia:III~Q II.IIIa: I-a: :Jo~A<u~Q 0( ~'EXAMINATION OF LLOYD.R,USH l?YMR. >',oJ)0. ~QzIII II..'iAol-.•C) ~.Q':t.. III 0( '~'A .., .Q' l\A '.. -.:",!, .'.' '(Witness excused). I r . .... t .' " •'it'"(t·'13 ,''''..,' ~. \00.':""f ., t';~ ., .."Meth~d{st Cliurch.At the ti~e or'this ~ill,it -&vas wrHten Metho jist -',._.,.•I,• ".Walter Hansen,repr'esenting the West W'a'shihgton United ....l' I~i ~~ Church,but how itts United MethodisLWhich do you want recor ded? "'EXAMIN~TION OF WALTER:HANSEN BY MR'.SIEGEL: '-:.,'~l;""...I~.".,'~.~- .:',;r 'W'q~l~-y'OUi state yOu~.}name,si;? ,' "f, " •t 1~ ..,, ".<e· ." address? '. ,, ~,, Wo~ldy~u tell'~s'w her e that ',s locat ed ? •";,'f i/-'f J,."""iWouldyou',plea.se ~ellF~~b9ut his(",'I 1,"'.'1I";~I'",. "',.".I.,''.-I 1"','f','t,.-,\;0"'.*..',.f-'.\'",Fay~tte Str:e'et.'..,t-• ~:!-'~1 A,~,I 't':"r ~lo l!j.•..'"~t·....'i(.~"I,''f t~.,r ';t.1\~rH <:\'',~~DOes,heliave a phone?.t I ,W, " Yes . What is yo\~~official capaci~y in the c,hurch ~ 635 "f.ayette Street,W~shington,'Pa. .Walter 'C.Hansen,,63Q 'Addison Stre~t;the number is '.Lay l~ader"of the church.','.. '(.~..'..~. ,~"Do you '~ave '?-pastor of th'e chu~ch?'.~ ., .""'~.Woulc;1 y~U ,give.us.your address?, ,"~ ,.:...,Tha:t IS,all right,sir. Yes.225-7777.A Q rtiIt III ~"A 0..III It 'Q,~ :Jo~A 0( u~THE COURT:'o 0(, ,~Q >'oJ>-~THE COURT: Z ' , III0.. ",'" ",r".. .' " .. :'; I l' MR:SIEGEL:If your,Honor p1eal?e,the WestWashington ., Metli'~dist Chu~ch wa'sbequeathed a legacy of'$200.00 in'Item .':.:1 '~,'~.;. ,,I 2 or'thefiri3t page of Mr.J1ams I Will. ..,+~.. •• \0 • .,'f ,, THE COBRT:·.'.' l ,. ,Mr.Siegel"was the Attorney General notified 14 abo.ut this? ,Yes;sir.Are there any other people outside who'are interested?,",',. ';S' THE COURT:'..".'-I"...'/ Mr.,Zermani,wou+d yougo o~t and ,~sk if the e ':'l"'" is anybo,dy,outsi~ewho would have any'business as.to the estate ~" that'the West Washington United Methodist.Chu~ch does not ,.' " ! 0( z 0( ~~III Z Z\&I _ O'..··MR.zof-...~MR. :r III ,.« == of Dorsey lams? ZERMANI:t'lf SIEGEL: I will comply,your Honor .. If Your.Hono~.please,~~"I:Iansenhas stated 'intend to retain a ~~wyer,.but will abide by the dedsiory of-the Curt. ... " o _-I"'-"':L,of the 'decedent,to the greater extent, '-¥':;1".~.il'I..•.r \.:.~,,t.,." •'t ....!~,l;"'l'~,.....Q:.to'"• • . • .,J''''';t ' / I ",.,1.''/~.I'Ii.I·....~.,.... .~d·'. ,Ma;y I ask o,l1e other qu estion?Mr.Conte,wo ld ,. It would seem,to me that the various attorneys here who have yOU step.'forward pl~ase?:··Ar.~your people that you repr'esent, I ·',i."• r=uit • f-III C ~.;THE,c;0URT:. u o ;)..., ";r:""...~.~,'-"'. ". .,, e· ..........~., .,', ..' -, I •_,._,~,... \0,;~~'.::~.,. ,'., •."....'•.t.~ .'ente!,ed ih~ir appearances,namely Mr",Frank A'.Conte," '';;'.".-.. ,,". .~"'J ~~...~.b'...,.,"'J:..,t~"~~.I,Esquir;e;,and.Mr.,-PatriCk.Derrico,Es'quire,repres ent interes s,.",".\'..~'.'," ,J"i.n,),¥~s esta~e ':Whi;h ar.e .~?verse to the .interests of a~i,J:.ou'peop e who 'are no~before uS,with the exception mayb~'or"certain :., ,~. ,, •.' •"f, -', ., persons ,that Mr:Conte represents who ar:e .or were set forth in.. I" ~"thaf brigin9-1 will.Now it would seem fo me that'you should, ,,"..J maybe jointly,LU"hd~rtake,maybe to nire som'ebody to'maybe,' ,represent your interests'in this matter.The Court cannot 'represent y~ur interests.In o~her words,'I can't act as an adv cate So it would seem'to me while you are ali here'together,\f'" • •~j •,. ~~I:i'~ ,for you agaInst the other.partie~to'th'is Will c'onte$t~'litigation. I ..~,~,t.,~"7 """. " 0',1> ,0 0( Z~,,': '.J '>-U!Z,·Z'\II II.",iot-.C), Z X'U!0( ~ ..:'!:!',0: t-.U!Ci .J 0( U o:>., :t'I-,... N ai' 0:\IIt-o:oQ. \II 0: t-o::>ou .J< U ...b:'"ll.o ".," J ... ,',.'r., ~;'.~. .:t. ,'t '. ,, you'maybe cou~d agree 6n jusLsomeb9dy'who would come over "j ,•". and repre~ent'y?~,and(?'m ~ure y(/u~ould'get's~)Ipebodyfor ~•~•..~~.",'~~f .. that purpos e,I thi~k it W'ould be w ellw6rth ~t for you 'to do so,. ,..I ,.~ That would just be my'opinion".Not necessariiy that you are going~." to get so~ething out of this estate~but 1 think there is a possibility that Y9,u ,h~ve an interestLthat should beprote'eted: And'itls~up to the ,E;'ighF of yo~,I guess,to determine'w hether or'qot you want"to engage couns'el..,,' .;Mr.Si,~gei is appearing as,'you,niigh~say,to A ·,_-'J"t..,i,"',.+.~"._.,',.'~..'-,....! uS,e lay:language,sor;Uof.a.stakeholder,.here.'He's not takmg ", .:.+.f '-~"4--::'.,j ,~c:,.....i'..l'.!.l i ~'~';,l '~',,'l:!:\I:.'..~.I\!~"'~,~""J,.'I • (,l _.','11'~,"4t f,.:r.."f....,f.I"'>,';'J 'I:,?,.. t (.(••,\"."I .....'•"";,,I-t I ' .s ides ~iil.,this litigation.Aild.he ',is lier'e,mor'e'dr.,;les;s~"a:s'l:Ul offic...'..~,~ " of the Court to make~certainthat all personS who have an intere ~'.I .,~$ t';(.{.~~if '~'_""t . in this cas e are ,rt~!;e'aI).a,at.~1~{otJti~C1 so,they ,c<:tn protect their interests.I,do 'really ,t~~nk fY.o~.fpl~f?s'l].ouid get counsel.;If~,",..~..,."~"',,~;:,, you don.!t get c;unsel,or:course,you'will have tO,abide bY{ the decision the Court makes Jr this matter"~~t 'I ~an't '~epres nt ~,....\- ,yo~as'a JUd~e.I have to look at the thing objectiv'el1y and i~th~ "'/ " " " ..I'. 16 •J..'. .~,. •~I,. 'light of the eVide"nqe and in fight of the vario~8'legalrnatters .'.~-,..'.I .~."~ --.L'and points 'that are presented to me.So.I would say tJ;fis:that " .' ".1 we possibly'sh~uld'giveyou---how long do you think you folks.-',., "wouldneed·to n:ayre d~te~mine.whetheryou w,ant to get a lawye /,(. ,~or·whatever y~~want tb do?you can meet out here in the '. ,. " ,. For the 'information of the Court",Thomas L.' o'-".. Bob over there did try ~o get-a lawyer and ,', hall. ,. 0,,.the::lawY~r·~refused to take it,sq under the circumstances,it I'' ,looks to me as if we would be foolish to get a'law,yer";I ,'·'1"~..'"',-•....'~'. MRS:.'AMOS:' « z«,~ >-IIIZ Z \&I0.' io.l-e>,z ~i III«~Iy1R.SIEGEL: '" .. '. NoW suppose·jwe dO this::.since all of you are here,t)T'pe this ,"",., Anderson of this Bar called me and asked me if Iw ould furnish ~p a~'800n as possible.under the circumstances,Mrs.Hammon ,t:'.''.-. '1'<;:l.'appreciate it.'Mr.'Sfegel,if we could,wliat~~y would you .,suggest;?Perhaps we could se,t this n?t fo'r the purp?~e of a hearing,but for the,purpose of allowing these peopie to obtain 'I,counsel.What,wouid,be the s'uggested ti~~?... : ., '. ..,: t) '0:,,. I-III Cl ..J« t)' Cl::I.,. x'l-.,.. N subsequently,Mr.Anderson 'called me and told'me that 'he ,didn't ~,, 0:"',',1 i ;.,~, •~oo:t "I choose t<;>represent thes~e ~~~k~f:He,dp:lrj't,g~v:e me any reason. ,,'t ..,'.\.,f/"..•.',r.,r(.0...~'.,.-.J...;':;1'-1 ..l'~f'"' \&I • :But he'just said he didn't·want to get into the thing. 0:••....t.,'..l 1'"J "'"'"'1"Q ,::I..•l*'~].",'~t,a:.•\If ~•0"•"~"1.1!;.,,,,:;~.f f'')I'~~THE 'COURT:"Well;you can have a meeting if you,wish~..«,u'ii:-'lI.o • ,,"-lj. : e' '. ",. ., :r :_~'h '.,I'" 17 .......,.,'l ¥R.,sntGEL:. ,..'!~. ,We will,be avai,lable at the pleasure of the "tou t. MR.CONTE: " May'I stigge?t,Your Honor;"I think you have, ~4th, " <• / ," ",~ " T'think Your'Honor has set the 'date"'o(~~Of We w~nted to have a date set for.lhe attorneys f·'r ..'• ,' At that point,:1 think,I will rea9 this again' J".;•",''"I"""i'.'~'/ .' (At the direCtlon of the Cour.t,:off-the-record discuss.~onwas to come in ,andagr~e on a date 'fpr an argu~eht on the various ~/'. an argument date set f~r ,September 4th in this .matter. .' ,I'Sep~ember 4ih~by which tim~'the,personswlD'~'ppear'todayco'ul ~.."."'I .'~,., "!il:e~~~issu es.~ ~i ,~4',',''_.r ,_.• ,::'uotreportedby·tne st.~n~graphe;r').I~~".•.',-",f ~.•.,I •t .,•"to It souna'~like your Honor has.'~l'ready.s et a 1;,off the r eco'rd . ,i THE COURT: i MR.CONTE:oI-~Z J: lI) 0(~ ..:u II: l-ll) a .J0( ~a ~CO''IE',',:. :t,MR.'N :." 1-',.. (II uiII:bJ .~~~ne.tain ,cou'ns eL .;,/Y ~;.,~",',. I 'l .,'~{.,.'.~THE COURT i'~~>~:;;~~:.;"~";Jfsu~~·6~;j·'thin;t:~,ince~~ii;;~dj·i;§:e1:4~V'e;t~'~appea~ a::'~:1;:1'f'~'-.~~'41 ....;"'"\<.'~"".~.""",,~,:·.t\.'!~1!:;:·.'to·-1I'··,,:1,:..~,__'~-'~~",'t'....,"'".t,..:~i.•-lo.'~!g .r,' ~.~..here'on the 4th,suppo"s·~···,wemakethat 10:00 o'clock on Septemb ~:;.,''i.},""',",.~.",,"':~ .E and i~you are going to.get cc)uns}~lcl:fLawi~)youI'counsel here onoIt,\~'.t."~\~.,:,<...lt~"~,/;,~(._.,.~.~~'i ",thaLdate.Or if yO,I\Want..to.ju~,t.com~,hf(re a:nd'listeri,S~~-let '"~''J.'~,~}..."'.,",,1 10~0.•t ":..;..;"'J,.':i--J.;.I ...¥(~t ';..!• • me say this:'Iwant to.s~y.tltis on the record---I don't belIeve' ,< Z<>.J )< ~',<, ZIII0. ..' .. ,e .' '.! , ,, " -, '0''-'.,'.••• ,I that~ny ,of',you l1er'e c';~pro'perlY '~~p:resent your~elves,becaus 'Ii,,',,(,.','.',,"... :I don't th;ipk.)ou ar,e tra'ined in tb:e ,law ~ufftete'nt1y to do so. '.jI.'-"l''I-'~•~t .i ~oi1;:,p .'~~' "This is ahighly'technical '~itua~i(;)il here,!3-ndI ocbthin:k that •~••;:.•t ..'•••~;~.' '. ,'~, 18' ,.'-;. ,if you waI).t an attorney"you sJiould arrange to ha veyour attorn y t-~ ,( '.',. .' '.1 t "' +-t ,,.r.,he~~.on the 4th of September at-:l0 :00 olcl'ock"or;J.'0u can come n" ,,_.~.../".", \,'per:s:~m if 'y,ou _,wish.But I c,ertiinly believe that you should be .' """represented-by ,counsel"~ii this case.AndTthink if yoiJ wou,ld •..!.~ jointly hire'c ouns e!,of cours e,it might be to your advantage. ,' ,\,' o .' ", some of the rest of the parties named on the~first page of the "the n~ws,~aper.Does the ,Cpurt feel that there is any further notiC~require<:i,to be giy.e!1 in'this'case as to this September 4th 'Willpahd 'those"whose addresses I did not know,I publIshed in But that is u'p to you.I a,;m 'not telling 'you,to get coun~el.I,ami~,' ,,.'.';,' -:;'/'.Ar~'there ~~y qu'estions anybody might ha v~here?If there ar e ,,'t...•'• 11,1" ,'.I questions ,then,it is th~',~rlderst,anding,",everybody und~rstands" ,':;''merely giving;you an 08portunity'to have counsel-if you so wis h. /. .,,' I'" ,,'~this---iJ yo~want to write it d()wn or jot,down,the date"....."",-,...'t'-;...~~·t\., ~'.,r "t.},.> '",·September,r4 ;.a,t }9:~Or pI ~~of!<-"h.e'r.e ih tb:.ts'C~ur/~r:oo,rp:.~'(,.'. ,,,j f "H .1"(I ,.!'t ',",,',~.,•, .(,:-':,"",'I~".,J:,'''t-~i'''/'',t ~""J <#'..tr "',,';,".,''I"',.','.l",..,',',',',I.'-it."/'"t '0-~,..."i..'',,",.....~,~""~';'I-''tJ,'_'~';"~':;.~,\\t..,"l"J'\,."~"t',.!l~_..""-J t.li'Jii"'",_1Ii.'~~ MR.SIEGEL:.,I{Your Hor;or please,iCthe"Court wUl10bserv . ;, ,'"¥;','from'th~Affidavit of ServiCe~whichI have handed up to the Cour '.~,-:',l I,,.A ;~~l ..,,,,,tll ';~-tl I ",,-i r ;',I,gave notic'e'to some of~fn~<nt~~~ht~~:he'i~~;""&llof the intesta!e ..:~, 0:'I-'IllC .J 0( U o ::J., ~~.:tl-I'-•N iol-• 'C>Z :t III«• -~ ','. ., ,,.';"c( z«>.J>'IIIZZ W-IL .. " .'., ~" ., ui0: "'bJ t ',.,h t-O:,o0-W 0: I-0: ::JoU .J« uii:lI.o ~.' '10"".,j. • )"I A ~ :5 ,, '.,,'."." :,.-~ '.,~,<,.~~.,THE COURT:Yes ..Iwould like,very much if Mrs.Riser :"."t.~...•,",""would contact Mr.Siegel,arrange to contact him as to the ,"{~l't~ •I','''' ;l ;• ,~.,. names and persons thatw,emeed.I think you said you could . , I ' I ' ,''/'.19 "Supply us ,with their .ria~esandaddresses~the two boys in- Cleveland and Mr.Davis>I t'hi~k,and maybe somebody'else.:' ! " '. ,., ~'J'I ",.;... .~:'~ No,your'Honor.Thank you v~ry'rrlllch. " (Proc eedings'Closed)., " matter in this Courtroom.Is ther,e anything-else you 'would sug est? " ".,i •• we ought to:send letters to,all these people,indicating wha't the..,....",. situati'on is and that it would be"advisable for them to have coun But anyway,the persons we',need to know:And you can get Mr. Siegel's teleph0!1e number,or he'c8;nget your mimber.And-Ithi :onSeptember 4th at 10:00,OICiock to'represent'them here inthis...,<I ,r,: ....: '1 MR.CONTE: e , 0( z 0(>..J>-1/1 Z ZIII0. i0l-e>z x1/10( "~ \.-:,u "it I-1/1e0 ..J0( U 0 :l., J: l-I'-N I,,,! " Ii" ,- uiII: III I-,II:',~J .1 hereby e~rtif7 that the p..oe~edi.Bp and'/i1ividencEt are,,~,".,, ...~'!';.,' .,-" ...'...".'-,,"I;J ~.'.",.',gcontatn~Gl fully 'and acnu~~tely t~tb~note~ta1~e~.'bt mean ina .t~~arlngof u ', "" .J '"•'.,E.,.'.-'I ~'" i3 the aboYt!\'cause,and tbat'this ~0py 1s a 'c?rrecl tra~criptof the same., ii:ll.o • ,"ot'tbe abc;v&caus,e i.e;,b~reby'~pprov¢d "aiui di.r~et~d to be fH.ed. I ~~."k It...'."'..I •.. ., ~,,i' J.,~, .:t, ~----------_._----~..--~~~--~~~~~~~~~~~~~~~~~~~~~~--- .",ir IN THE COURT OF'CO:tyIMON PLEAS OFWASHINGTONC'OUNTY,PENNA. ORPHANS'COURT'DIVISION Or •:1-' :-, °i ~.:-tt ,,:"";"',~"t '''1~,~,"",1."" ",\{",r ,l''••'.i '~ . PATRICK t;'.DERRICO,ESQ.,of Washington Pa.,representing Eoline Wright Me Elroy;.. THE HONORABLE PAUL A.SIMMONS,' Judge of the said Court.~.".i ,/I •1/0-..;'."iI \\,~ SHERMAN SIEGEL,ESQ.,appearing in propr ia persona as executor of the estate . FRANK A.CONTE,ESQ.,of Washington,Pa representing Robert Edgar,:Carol Ann Myers, Sara Cain,,Kathleen Haviland,Ralph C.lams, WilliaI?A.lams,~r:.,Jack S.lams and James B.lams. JOHN ROGERS,ESQ.;of Washington,Pa., representing Floyd Rush.Frank E.Rush,Lle yd ,Rush,Robert Rush,'Walter Rush,Ethyl Riser, Genevieve Speicher and Dorothy Amos . ." t j - Jj>' !t , ! IN RE:') ) ESTATE'OF ') (-.,"t). ,No.1184 of HiP!c)'.s> ;~;;1 <JAMES DORSEY If>MS/aJk/f-,,','1'!~,"~if~f.'>l"};II ".".,"",''-'"z •-".,0',.)',f t ~'.',-I,,,.•(.I t <~....No ;.':,'"t .~,..../,~'.'_r1 .".~\;;t-·_i ..i,;r A f rrtl f".~•• _,..II"•;i.-~"...J1 ".v~t-t L.~..Ii'."~JAMES DORSEY IAl\4S,J:R..)~~,)"," z d -')"l,'IIl,Dec,ease.'~I "I""t '_'I "n.,.j',...~<O-I'f".'','., , '"",' " _•/r ~,I t i fi "}'+' "-_",..!'{(' TRANSCRIPT OF PROCEEDiNGS"','" ui•0::,III l-•,0:oD-IIIn:. l-n:::lou· ..I'< ,U ii:.11.,o ." z-o~, Z J:Ul< :~EF9RI~: u ':~, ,0::...", Ul C ..I ••~APPEAHANCES:uc ::l.., ".'~,.. 1\I ." , h.I' e'" 'e TIME:"Tuesday,-S~ptember 4,1973. '" !•. , .i I ~,.....2, " ,. If the Court plea,.se,this is the time fixt3d'.,~ "1~ I.". ":."for :the matter of determining the~heirs of Hames Dorsey l~rhs. (.;i'. ",'"I !y I see Mr.Derric o'and Mt.Conte are in Court:Mr.Rogers....'- ~,~ )!"'infor'med me that he'had b.een reta.ined py so~e of the',Rush heir ~ho are the,people that were named on the firs,t page,:of the ,Will 'I wef'd-is~ussed the'm~tterof representaqon.I 'think he did file/'l"".,Ii l '.'.flit \l d ','. t .I"~'It J..'t .., I ,a paper:,Jf I'm not rrtista/ken.;,1tCJ.m suf.eh,e,did,,~,.wh~r~intJl,e's'entE re,d~".it ,~J ~~,...~'.,-'/~-t.1'((.-:r l'.(,'!'({;.r ,.",._~~t.,lt~~\~c.~·'/:t'.:J-·t :f/<',.<+/." .tt ,.f.L.'.._~.;--"a }<fr -.."':'~4 "Ilt'~.;[~ ;his appearance for all ofth~'heirs.I told him that we-would giVE ,.''."~':,'. I ,;\'.i Y?f\~:~~" him maybe ten,days 'or s?to:f}le.;a;br~e,f.I felt thafthe facts ~t ,f ""l,(t'~of.I".•,"~,r.U '.{j"' !,'....~", ....o!;:.,.'"~~.~1,.-,¥'f.' "were pretty well defined.You g~ntlemen can correct me if,I'm . lJ""'J ..'"'"',i r-.•" .1 i.~\$:..'~'.w~ong.'And tha,t h~could 'file a'brief o~tlininghis position with'n '_.,." " >ten days.He said it came to him on,rather shart notice,and he which .was;,never probated.But Mr.Rogers was una~le to be ..."Z'.,~' Are you gentlemen prepare~. .' f "f.....f ",At that·time he saw'me,and let the record shu" , .It I ~"- .~,'..,'.~._' ,. ", to ar,gue or file briefs or anything t~i's~.morning? 'j '.'~ had scheduled ari~ther matter for today.,So with no objectio'n,."...., we W:ill giv~him another ten days. ,-..'t 'r in Court'this mc;>rning . ..~THE'COURT: I-el Z :rUI<~ tc"~ 0:I-UIo ~< ~o:J ~., :tf-I'-N !Ii 0:1&1I-0:oa. 1&10: I-0:::>o'U ~« uii:LLo < Z<>~~, Z'z 1&1a. .., ., I '...I • !-VIR.CONTE:,Your Honc;>r,'for my part,I f~led a tri~l brief I.'~.~.," "and ~fter analyzing what the Court has,pointeci-'out a~"a necessit -'...".,'."...~"- i~:yO!Jr mind,to analyze 'this case,I feel the ,trial brief probablv .'"i '• ":1'covers'it.'ldon't'propose it's a.n exhau.stive study of the law,but ••"J .,~,it does cover ,the p'oints,'I think which Your Honor has set out.' '.~!. ~I "At the end of ten days."if there is any supplement necessary• ...' .'.~ I"twill at that time submit it. ....,'1.1 "~ ..'~-:. • .'.,.,I.,.";- ,. ,. ," I,'.' "(Proc eedings Closed). Just for intellectual purposes;it IS ,good to hav!:> ." -,.. brief.if he deems it to,be necessary. 'l , Mr,.,¢Orite ,has moved for~ard,here.suppose 'w'e give each one we will giVe Mr:Conte an additio~al seven days to file a reply for these people. of ,the oPP9sing counsel twq,weeks to get a counter br~~f in.,and ~, 'I .;', \' ~'a ~oP'y.,Then in order 'tg gi~e everybody ample oppor~unity.,sine e .:1' ~'., THE COURT:''i1!~''.I have y~'ur trial brief here.'lV!ay I say this: l .•'.",~~•. ,would'ypu'P?~~~:~~v9r.~~n,dJ~:~J~dl~tiO,P~of Yj~~'?~~~~f!~~~~~',i,i'"W".:'!,,I,~"/fl<"L"~'':''>}(J'':,''}r",''l'!,'~•••t,,,j ,J"~"/'I,',j,l",~"._.~.~~.,.....J '1~.,.....,,,,_',+",',.'!J'.,.,.,..)..,...;..."-"".1',',t ,.,~..t',~.-<I •.'~ "Rogets ?,!tls just been made knowntoyouthat he is thecQunsel' .,,1 ....·. Wpuld J:0p/~~;~~'::~r.;;,D~eJf~~£~/f:copy of y?ur br 'ef? , ''"'1",'~'..•t :',."I~,}j tl..',', I'don't,have a (a:l:?~P/Y.'but'I'm-a sta~eholder·. ",.~'_~i'h ••~"if ....·«'If..-..;•.#'/.~ "','r''lr'f'-'I'\"",:,1''I wlll ~end a c~py·to;you too'~"Mr.Siegel. lfia:~. a:'o . D. IJJa:, ,I-a:,':J'oU .J<t Uii:l1.0' ~u a: I-"Ul a .J<t U a ':J.., :tI-"III , z MRE CONTE:oI-el ,.~THE COURT: Ul , <t~. ., r' ," -l._, " ,, ,.' \I ~;~")'/, ~I ,. ,.' ,. ,f .' j , ., '.r J' I • ,,,. ..If'~ " " ,." ,., ,'/ ,...,~"'< " .'.~,. ,, " ,-J.jl.. -. ".,",t,·~, ".. .• ., ./,I.••• "\ I her:eby ceFtify thatth~p:r:,oc~e~ings and evid~ilce are contained ...~~. ". " '. I " ,,I " t ,) .~..J •'It.~, ~t .'.~f ~f-··t .;'1-,!~;'~l J1/".f~~}~/;~ ,..\.t.J:·~~'."",'I·~!II.~i{ ,'f ',.The forego~rig.recqrd of the 'pro'ceedings upon ,the hearing of'the t'I I, " l~",- above cause is h~reby.ap-provedand d~rected to be filed. fully and ,accurat ely i~tlie notes.taken by,me..on the:h~aring of;'the above ,~"'",,:!~..'~~;.' ~c'ause.a.nd that this copy ls 'a cor~ect trariscript 'of th~s·am~.'. lI):zz III ll. iol-e>z :r::lI)<~ ..:u· ll:l-ll) Ci .J< U o :J"., :cl-I'III .' " ,, Q "r' "!Iill: Ill. l-ll:oll. III 0: I-0: :J-0U .J<u'ii:...o ,. ',' ~-." "By the Court, .' .,' .. -i',"'II .(' I'> •,>..;, -.':! '"<1,... 'IN THErOURT OF COi\1MON PLEAS OF WASHINGTON COUNTY~PENNi .' ~:.'- HEARING ON APPEAL FROM REGISTER OF WILLS JAMES DORSEY JAMS,JR., '. .. •, No.1184 of1970 ) ) ), ) ) ), )',', ) ) FRAN~A.CONTE,ESQ.,of Washingto~Pa., representing Robert Edgar,Carol Ann Myers, Sara Cain,Kathleen Haviland,Ralph C.'lams,., William A.lams"Jr.,Jack S.lams and James B.lams. o,·THE HONORABLE,~AULA.SIMMONS,Judge of the s?id C'ourt. ORPHANS'COURT,DIVISION ". "J Deceased. ESTATE OF ..:lJ a:I-IIIo ~,APPEARANCES: u o::l., :tl-I'N <JAMES ,DORSEY 'IAMS~:;ik/a z<>oJ>IIIZ ZIIIQ. iol-I.?Z :I:III<~BEFORE: "..'il _;~-. IN'RE:~:. ,I .Wednesday"July 25,1973,at 9:30 o'clock A.M~,..-..,'"..",.'.',J....-#.",~('t ..',.1.,..~,j- t "'''~-.~'1:1:Ji-..,.,~.... SHERMAN SIEGEL,ESQ."appearing in propria .....J ,-...p~rsqna as executor of the estate. ).......,''fj ,~';fI-.",,'..'~'-;"~"~'t'",tit ~i ~t.':'.I'•#'I I. ~.,'..'".. /I':~" •Pl\TRICK c.DEAA~CO:ESQ.,of Washington, ",.",Pa.."Ii-~pr~,~:enting',Eol~ne W;-ight .Mc,Elroy.ia ......·..l.;t',.,(.."",",•.(J ~./'#-"., ,-r-.~:,I. rtia: III I-a:oQ.IIIa: I-a:::loU oJ<uii:'lI. o TIME: .. Jacqueline Hammond Official Court Reporter Orphans'Court Division ,. INDEX TO WITHIN TRANSCRIPT <<" e :!:z<>oJ>-IIIZZ\&IDo i 0l-I:>Z :I: III<3: ..:.u~ ""-'1-,IIIe,0 oJ< U 0.,:J., :t..,... N !Iill:\&Il-ll:0DoI1Jll: l-ll: ,>':J 0U .J 0( uii:... 0 e ,:: ,I SHERM1~N H.~IEGE~~ESQ. :.", 'I . MA RGAH,ET'BA ILS .: .. As on Cross by Mr.Conte .12 Examination byMr.Derrico 26 '. ,. "'\'~'" ,'As on Cross biMr.Derrico 17 Examinatiop by Mr.Conte 28 ,. I• J.,~.,•.l /' :'I -'. ," /.":~Jt.,'} ,-<:I.':I ..~~"..:(...,~..",~ .. ~!. ..,....' f ,"'/ 'i;':it~".f Ii ~,...I ,'.;"-'."'.<:1<•_ " :~j '."E'X.H I B 'I'.T 'S . .~-. -"•• A - B':- Codicil Nu~ber 1 executed on May 5,1965;and witnessed.py, Sherman Siegel and 'Margaret Bails.~.' " . ,Second page of th~original will'that was executed on December i963~w'itnessed by Sherman Siegel and Margaret ,Bails.' 1 ', 0(C Z0(>,'~'D- 'zZ\&IDo g E I-oz :z:.m ;F- ., Holographic paper bearingtl}e p.ame of'J.D.lams,Jr. '. "~. .' ,. .... One,carbon 'copy'sheet entitl.~d Last Will and.Testa~entof Jam s ,Dorsey lams.' "}l"" ....:'Papers Mr.,Siegel submitted to the Register of Wills for,I,',•,'.•'~:,pr.obation November 24.7"-'1970 ..,"~.'Of' f ' Typewritten pape'r bearing signature of 'J.D.lams,·Jr.~dated ,;.M~y>2~;~jl,96;3~,~and)witnesse<:l 1?y'James 'B.lams and Ruth lams ~-->•• .' ..=u II: ..I'· ~o ..J0( U 0' :l "'.:"l:cl- I' N '. ,, .oi" •~',.f I,' f' ." ~-I ;.#r-..":~~'./",.*t ... ,'Oi~"t I,'\'t '~-#1't ~, ~'-fr'',., "h,."r·,'.,:~ ~"1'!'''.,J r MR.CONTE: \1'1:;,.....,ot ".~'~''".......t .'r· May it please'the Court;,.this!is';the:dm*e:thcit ~-\ :·the Courthas set for a hearing on,Petition file?'on appeal,f.r0m such is not thetest'amen~arydocument of 'Sames Dors"eyla~sj 'i"::the Register of Wills to determine wheth~r the will probated as •also known as Jame.s,Dotsey Iains,Jr.Appearing as executor.," ". I yesterday and said he would 'not appear today.He was satisf~ed "Also appearing in this.:case'w'as Mr;Entwisle"i bel.ieve it is-, ,from the firm of Duff &Entwisle in,Pittsburgh,.who ,called me ~.".••~I .' , ":1 ~I.\ ." Eoline Wright,one of the devis ees in the Will,is Pat Derrico. " of the estate is Sherman Siegel,and also appearing on behalf of I:1 0( z0(>oJ>-UIz' Z III D.' iol-e!Z X •UI 0( ~ <, ...:u·' itI-UIo oJ 0( U o :l.., :l:fo'r-'N . with the trial brief that I hadfil~d{n this case,and felt that ,the i?uggest~on I,am about to make was probably,acceptable to him. "r And that is that if 'any-factual m~tters are. raised -bithe pleadings,in this cas~,they probably can be set " :,.out and stipulated in a set or'facts among the a.ttorneys involved. MR.CONTE:- ui 0::IIII-0::o0. III 0:: ~BY THE COURT::loU oJ 0( uii: l/.o Have you ge.ntlemen ma.de a s'tipulation? Not in writing,Your Honor.'But we have agreed ."", orally,'and I will state it Jor the record..•. BY THE COURT:Have,you agr~ed,\Vith Mi.Conte on thestipul?-tiop:" ','of facts,.Mr.Siegel?' " I./I" MR.SIEGEL: " No,.Your HOI).or. ,5 MR.CONTE:., -~,, We orally talked about .it. ,, ,T'RE COURT:'B~fore you put something on the record,don't yo , • ,think we ought to go off the,record here for awhile and see 'if ',thereis a m~eting of the minds be~ore you put a stipulation on " that might not be stipulated ,to? Entwisle of Pittsburgh,,Kathleen Haviland. ~,your various clients and name the parties that yoy.r'epresent,.;~f'/ ~, :'.intestate heirs of the decedent who are,listed"which is attachec ,. , ".,~~, Your Honor"I re'present in this ,matter ,Robert ".It '.do,."-~il-j'~,7 . .'r ,1 I'"t',~ At this time,Mi.Conte,arid Mr:'lDerrico'aIl;d " ,. Edgar,Carol Ann Myers,Sara Cain,who are sdm.et;:-etf.jthe , " first? n,.ot recorded by the.stenographer). and your interests here in this ~ase.',Mr.Conte"wQuld y<;m pre ceed Il-'~I if,,I .•,,'_,f ,'lo ••~'-),.,."(.."t', (At ,the direc'hon of the Cqyrt,.off:-the-;;r;ecorddiscusI?Jon w,asl "I'~•~~\,I"\.....1'~.~~~..'."'"/,..i,~~~·r 'ft .,''j I j"~ ..""_.as t:xhibit A to the Appeal.And·I represeq.t,with Mr.,Robert.' MR.CONTE: BY THE'COURT: 0( z 0(>'oJ~III Z ZIIIII. i 0l-e>z :r III0( ~ r:ua:I-IIIa oJ:!:u0:l... J:~. N iiia: III I-a:~. IIIa: I-a:' :l0U oJ 0( Ui;: ,Il.0 r BY THE.COURT:Now,Mr •.Conte,'it is my understanding that .'I,aU'of the parties that you mentioried'include'a completed list of ,8,the testate heirs. I ~;."• .MR.CONTE:N~,Your Honor.A complete list is 'at'tached to JIl,'. ,. ;;,' '"the Appeal.However,I represent 'only four of those. ,, BY THE,COURT:-Do you have any isiea6 Mr.C~mte,as to the ~repres~ntationof those other int,estate ~eirs'? ,,- in this estate? ':!'Appeal which I filed.' repres,entation? " ..•..... N9w,Mr.berrido,will you ,pleas e tell us your ,1, I represent Eoline Wright,ri3wk~own as Eoline.. IwiUdo that,.Y,our Honor. ".lV!r.Conte,.for the sake of the record,did you ,0 . As far as I know,nQ appearances have been' 'McElroy.'Her pres ent'name,is EolineMc'Elroy/arid that is i:'can you,f?~our purposes,file an Affid;:iVit'of ~ervice .indicatin ~, entered,Your:Honor,and at the time I filed this Appeal,I did send out by certifiedrhail to all 'ofthese persons ?-copy of the the only person we represent.She is one of the legatees in th,e ~o' '.,that you h~iVe n'o'tified all of the known heirs'who may have an int re'st r ,'. MR.DEHRICO: l l BY THE COURT: MR.CO]~TE:., "By.THE';COURT: MR.CONTE: ·f ;. " 0( z0(.'>'..J>-lI) ,Z ZIII 0- i0I-elZ :I lI) 0( ~ ~(J 0:l-ll) e 0 ..J 0( (J 0':J., :tI-r-III.j:" iii0:III1-,,0:00-III0:,I-0: :J,0U ..J0(-',.,~...-...0 e' purported will.,...'. By THE i,COU.B,T: /' Now,may I ask you·t,his~Mr.Der~ico:to your. ,, knowledge,.are there any,other legatees in the purported 'will,,'~ ,'i'' .( .'",1-,t-~"~)_'A.l·~,~•.;II ~,.~/to J :''."1 ',,,:.-. ~:1 -.t :,-. ,~ .i:'• -7 " who are not represented? MR.DEHRICO: MR.SIEGEL: I can't be sure'of that.But I am ---- i ,.!'......,~If.4.t.l( :•'It 4"r.,-(J • ,1 "".,.),'"'f I don It think s oJ Your Hono~."i'•' ,l~·~~, .'.,1'~'l',... they ,are stipulated for and on behalf of thei:s respeqive'clients.' r " prepared to enter into a stipulation and ,it is understood that And as I further,.understand it.they ha~e authority from their '.' I •t /; J f €.,. 'II ~:j'" I'• .~t Right.Your,Honor. And you would be in the ,?ature of a ~takeho~der" --, it J'~j. .'t. Now J ,Mr.SiegelJ could you teli'~syou~ '!!i';".......,.I ~:.. ",~ If Your Honor please.I appear in propria person .As I under~t'and it,all ,of the 'counsel here',are position? representation? "as executor of the estate. <' 'clients to enter into the stipulation.,Is that my'understanding? BY THE COURT: that is/your BY THE COURT: ,l MR.SIEGEL: MR.SIEGEL: -, BY THE COURT: ,<I; Z,<I;>oJ>-IIIZ.~,Il. i 0l-e>z :tIII <I;':=. ..=0 0::I-III 0 oJ <I; 0 0 :l., J:.."(II eti.0::IIII-0::0Il.III0:: I-0:: :l 00 oJ <I; 0 ii: ll.0 I MR.CONTE:Yes • BY THE COURT:..'Mr.Conte.would you proceed to set forth the ,stipulation.subject.,of course,to-Mr.Derrico's .approval? MR.CONTE:We will stipulate,Your Honor"that the decedent . " "" .~.. " a niece;Sara Conger Pyeatte,a niece;J.Dorsey Conger,a ne Jhew; ,incompetent. 1968,at Number 1288 of 1968,the decedent had been declared ~.<\',I i !I .~ "-,,'Jr.~.;"~'I'A> ~....~'~I"..,!;.'~:'j~! And he died on wha t date?- ", Their relationship would be as follows: Would you read those from'Exhibit'":A''',plea~!=? •fl.•' died October 1st,1970,and that if he were intestate,his heirs. If ,..-;1'\" ..~..'\~ would be those who are atta-ched in a list on 'E~h1.bit ."E.". l (I.•,\~f ~to 'OJ ,.14 t t",•~,'~J.: KatlileenHaviland.,a niece;Sara Cain,a niece;Charles S. I~ II Robert 1.Edgar,.a nephew;Carol Ann Myer,s,a niece; .in my list of people who I represent,,the las t four mentioned, In addition,we can stipulate that on Novemb~r IE, ;',I also repre~,ent. S.lams,a nepheJjl;James ·B.lams,a nephe~.Your Ho~or. .'l~'Iary Conger,Kraft;a niece;Frances C.orbett.a niece;Ralph, <;.lams,a nephew;William A.lams,Jr.,a nephew;:-Jack .. II.:~ " ..~. ,J ,.•,-•~,James Dorsey lams,also known·'as James Dorsey,lams,:'~'f.~..'~~..'...".', ,"lams,a nephew;Dorsey lams,a nephew;Mary H.lams McNay, li BY THE,COURT: MR~'CONTE: BY THE,COU~T: .,, 1 , e <z<>oJ ~III Z Z IdD. i0I-elZ X'Ill<3: .-:u a:I-IIIe.0 oJ< ~0~"':1:.. I-"III rtia:IdI-a:0.D. Ida:,I-a:. =>0, U oJ,0(,uii:II.0- e MR.CONTE: r·, .: "-lJ '" _'And he died on October 11?~1970.We can further• ..' ,- stipulate during his lifetime and prior to the date of'his declara ion of incompetency,on or about Jfucember 11,1963"the decedent ., -. "'I-t-· i'appeared in Mr.SiegePs office and requested Mr.Siegel prepa "e "a Vi ill~which Mr.Siegel did.And on December 11;1'963.that.. j.'will·was executed before witnesses which appear on the docume t, • ,, which has been offered for probate as the first page of the decedent's will.Subsequent thefeto~once again,the decedent .. '., " .. ·offered for probate. And that was ~xecuted before t.h.e witnesses'indicated on the will..'.'.-.' '"t "".,'"1 Now may the Court interj,eet?As I understaI}d him on that on the record as to that point. ,requested'Mr.Siegel to prepar~'a codicil to 'the 'will dated Dec;ember ":11,1963,and 'that Mr.Siegel did,in fact,'prepare that'codicil ;'-he found among his papers the four ,sheets ~hich;'have been-.~ i he would testify on the record as to how he fouhd the papers; I it,Mro'Conte,when we had a reces~,Mr.Siegel,indicated that ~f ~ ):the circumstances he found these papers,and you can interrpga e, ~'iI ' •!~~~'..' .'"~~.. ':~~;"0" i Number 1,which is attached in"Ule papers offered for pro~ate. ;~,.,,."~ ,Ion May 5th,.1965,that 'Mr.SiegePs owrl'knowledge,subl?equent " "1',~~I,·,t' "to that time,cam,e after the death of ,the a~ceqep.t,'"at"w htch timE '.• BY THE COURT: "«'z«>•..1>-III 'ZZ\&I0- ,i0I-0Z x,til«~ ~!:! 'll:I-til C' ..I .'ct UC :l.., :r:,~,,'"N uill: \&I l-ll:00- \&I ll: l-ll: :l0U ..I« uii:II.0 t", "Ii'i/'"oi,,t" MR:CONT,E:That will be fIne;Your Honor~'I think thaf'as ,,' ...~........j~,·f ,......'-:.~I '.~,l:'oj·~~!"...~~f .t ,,.~I ~" i', •..,,I,-_~1,~.~, .,\..'..tJ._It.;4.r ~,j .. far as the stipulation has ·t6.go-~-istnere any other thing we'~,,'• ~ '1'"....j" ..-. , i ~".'\):,.'~/"!'l ......f;'+•fJ ;"-.t. Do you want to stipulate on the j~intac~cm.nt?' '..~/t'/-~._-,~ 1 t ,..t to,'".'i ~l!"1I-,/i -':l:·t <f\''\,',"".I 'f ~I 'i f can stipulate on? MR.SIEGEL:,/ .~•.I: 10 MR'.CONTE:We can stipulate,Your Hono,r"that I ,have .' examined the accourito"n behalf of my clients,and there is no • objection to the account in so far as .it shows the proper receiptE I ~".~.~.\ ",and,disbursements made of the account."There is a 'bank accoun,'.'. I understaIld;which has t;lot,been"listed among the assets of the' '~decedent.And if that bank'account does .appear in the form' " Mr.Conte,r have been informed by ;Mr.Siegel ., of the ordinary survlvorship'account,that,w'e would have no, ......",'.~, -~,objection to'~hB;t not appearing as ap.ass et.zol-e>z ~BY THE';COURT:' ~ 0( z 0(>oJ>-III Z ZIll'a. ~U II:ti o oJ0( ~o :J., :tI-,... til ,;f that there is'.an outstanding bill of $776'~76 due.Washington Manor;Mr ..Siegel is here in Court and he has'further assured ,me that in his p:t'0fessional opinion,that this $776.76"is owed and 'due the Liquidating Comm~tte.e o~:behalf of.the shareholders ". '. ,fYes,Your Honor. of Washington Manor.Mr.Siegel,'.is that your understanding,."..' l~t ,,~"""~,I,.',We have no object~on,t()th!=p,ayment'of that deb~ •~t f ,-,'.'\'.'•.<:• •'.;"".•"!,'......I·l •"",#' I'out of the assets of the estate.''''.'~";,'.>\',.".....'.jfJ .. MR.SIEGEL: \' this is a debt due? MR.CONTE: iiiII:IIIl-II:oD-III II: l-II: :JoU oJ< uii:ll., 0• , BY THE COURT:You will stipulate,-Mr. (, .. ".,this o?ligation?." MR.DERRICO:Yes. , .:.' - !\ ,'..~,';$..t~I ,;f 11 BY THE COURT:'Weld like to swear'Mr.Siegel-'and 90th of"you,',geI tle- "",""...'",,I ;,.J \men;tcan proceed to interrogate him'as t,o any matter 'regarding ,,,, • .the execution of the will or any matter in r:-egard,to his discover ,T , of the papers and subsequent ,probate ~f these papers,and furtheI, any matter as.to tl).e actual authenticity C?f the first page of .the w·ll.' ,!at.the examination otthe outline.I don't think it would be· ..Mr.Conte",will you proceed? iJ'In other words"he"at that time"indicated as far as h~knew" ';:necessary for me to question this witnes~'beyondwhat his "declaration was when he offered these sheets for p~obate• Pd like to interpose some objection to the scope ~this was the.last w ill'of this decedent",and therefore"not only ,do I have atiObjection'to that being offerE}d for whateve'r it .is wo ~thJ CONTE: ~z<.>'oJ>-UIz MR.zIIIII. i 0l-e!Z X UI<~ ..:uit, I-UI 0 oJ< U 0 ::l., :tIl-I'-N ,but I don't bel ieve that the Court should ta1}e into consideration "any other papers which might have been'found among,his "papers"other than those which the executor offered ~.or probate . interrogate him as to any of '.~hese three matters that I have '. Mr.Conte~your objection.is'noted.'But you can I ,indicated,and the extent of your .inter,rogation is a matter of I ~l ~11 '~ !IilI: IIIl-ll:-0II.IIIlI: l-ll: ::loo oJ<~BY THEiCOUnT: u.o• your own discf?tion•.By the same token"I am giving Mr.Derr co "the right to go~nto these matters as he wishes to.If neither ,one -or'you gentlemen 'w ish fo inter~og~te him on thes e three t' points,it's agreeable to me.But I want to'make a record hereJ i '. just in case this case could go to an appellatecibprt,which woul ~·.f" indicate we gave every party full opportunity to develop ...facts in order to ~ender a fair decision,~Would you procee~,.Mr.Co e? ." «z«>·oJ )0.UIZZ1&1II. iol-t'Z :t UI«~ :And may I say this,just'for thessake ?f the record,which will "be helpful---both of you g'entlemen c8:n procee~as on,cross ... ,examination,so that neither one of 'you will·be given an ~dvanta e over the other. ~.,' .t , ..,., I .'. ,. I would Uk e to ask Mr.Siegel~.on the document~the ?riginal SHERMAN S~~GEL,,ESQ.IS CALLED AND DULy SWORN. .-I ". ..' ,.At this time,the.'Bf THE3COURT: Mr.Conte? matter,Which consists of four papers'.',is that correct, '0 •,..~,.J:~.'' I ..",",r ,,","/.:,J j j',I"•,.« .,~ record should show,the Court .is raIl,ding Mr'.C"onte ,~-j!".J..•.'~(i::/;~_.~..If'~'i ,~.f)_i .....'..~j... ,the original document which 'has been probated in this •.',~,I ~',.•...,,. ,~ " of'wh ich is -on legal s ize paper:'-'-7' "J.' t-=lJ ll:: I-UI.0 '.~EXAMINATION I?Y MR.CONTE: u o ~Q ~,,... C\I uill::•1&1 l-ll::oII. 1&1a: l-ll:::JoU ,oJ« lJiLl/.o " ,' .e I ' Q Yes.,Mr:Siegel,as I understand the stipulation'we ha've..', ,'made her.e~you witnessed the executio?,of a two-page will in \" ·1 I...: i'typewritten form in your'office with Mrs.Bails,W;ho was'pres t at that time.' ,''. ,,' ..13. I,• #' Q And with regard,to the codicil which is called Codicil Number 1, "1 '..'•J:•.t:~ you a~so:witnessed that signatupe,of James D<?rsey lams with s. Ba~ls on May 5,1965 ..'.. That is correct.' Q But that ,you'~id not w~t,p.ess the interlineattons made. .~...,,~ .irl;terpose just for'th~.s'akeof helping you to identify ,these papers,would you have ,the Court Reporter identif-.',f'.,rj ....'I.,4.j 'ljI-'~r,.,"il .)-,.I ' ,t '.e,ach on~Of.t1:l~~gl,P,lper~,~..I,~;~"'J:I3?~"11c:':8:n?,"n:,I.and ,.-•-"'frI''''I·-t ,~~"'of f t "t,-'",j"!.•I)'.!II ~••,_!I -lor '')0 .~~,~,t-~'tk'".~'-.""....,lI~;1I"''~r,,'.........'ip I "think tha,t wi~~be very helpful ~n the presentation of, ., 0( Z~. ,oJ>',IIIZ ZId0. 'Zf,~.,0 l-e>z I: III0( '~ .' ..f ·:BY THE CO-qHT':: ,.Mr..Conte,m~y I ",to the exhibit letters,.please? Siegel""When you ide,ntifyth~,se,woilld yo,u ~~k~referen e I'C" .,'',, And ityou please,Mr. ", BY THE COURT: t '. '. ,( "your case...•~','';'.i 'f~Ii •.•·".jf,~· ,,_'~$.'~.....'..'i ~ (Sten~rapher marks Exhibits IIA","B", '.~ot ,,~:;:..;.'</~ I!.!I<:'r<.~ ".1 ~'I'1"lji •I r 'l . "Mr.Siegel,would yQu please,for ~he record"'identify the r,'"t ' •.J I',•-l-fo~r P8:ges a~d -the cov,er which appear attached.tO the ;A'ppl'icati n "~"."\.~i.-'• .-.,:/f . U ," a::I-III~'t .C oJ0( U o:l' ~Q;:'N. iria:: III I-a::,o0., IIIa:: I-a:::J..•ou oJ'< uii:. 11.', • 0 A . ',.';,~.Conte;these are"the'papers which were'probatedas the. ,-'fast will and testament'of·J.Dorsey Iams~'also known·a's'J • 'II ".....• ." " .' .; '.D.lams,.They consis'ted of four p~ges'.'Exhibit,"B'",i~the '~~•¥•~r., ,.,.'" -, ,, J", .. second page of ·the original will tllat was executed'in my office., f _•• by Mr.lams on'December 11,1963~and witnessed by Mrs.Ba'is and myself.Exhibit "A"is the'codi~'il Number I,~hich was ,execute'din my office and.Whic~I prepared 0l?-May 5~1965,and was ••!~....•1-'• .i a,typewritten paper which bears Mr.lams'signature and is 'I '..... ". ,Exhibit IIDII ,is F;inally,Mr ,',Siegel,for' ...,,"J _r .1 ~oil.".r''-~,'"':,~'\~/.~ ,.-'",,/.,"!,By THE COURT: Exhibit liE"is the paper w~ich I s'ubmitted to the R~gister of Wills for probate on Nov~mber24,1970,as a Last Will of the •,~.t •~t '.....t decedEmt7 These papers,Mr.•eonte,'wer~fouhd,~ria..metal -witnessed also by ~rs.Bails and myself. Mr.,Siegel,we'are ,not asking y~)U to i~terpret the papers,.'I- •'t ,- just waI}-ty6u to:identlfy,t~em,please. j{~ t ,...•_;• w itn~ss ed by,'James B.la'ms and Ruth'lams~a~dbears a date I '!I'' 'I,rather than'163.because'iri 'the beginning of the typewritten--~-; ..••-•.'•:,.,-'"'t- "Exhibit lieII is a holograplltc ,paper 'w hi~h bears Mr.'lams'nam '"It"..'.~."" •~•r ,.4 1 r • 'l;';'.(~d_O}"'~~t':t~e.f.b9tio~\~eit~-~:r:,C?f't~~~e"la'st}:r;opapers were,I'J +,'•~l ,I t •t.J 'i,~.,H ":-1"'."~,lil-'"J'~.~~-"1,-f!,..of·~,.t.!i·I.·,...,.~Il',II-~;"v·-• .prepared or wit~ess~d by my secretary or,myself. '-~,.-"....'., ,':'of May 23;1963,but whi,~h r belieye had to be executed in 196?,., iiin: \&I l-n:oII.\&In: l-n:::loU .I< uii:~A <z ,<>'.I>-IIIZ·z\&I,ll. Zo1-'o 'r1 Z, -Xl III<~•"j:,-. '., e, -"w ..q ..' lockb~x whicq.y-r.'fs 'In the'possession-of Eoline ,Wright,',or. ," ,Eoline McElroy,i,n the ~o~e where Mr.lams last resided befo e y ~. OJ he was taken,to ~he hos.pital. ------it---~~-~----...:...-:___--'--:....---=------.:.~-----.:.....:..-~-- ',' '';'", 15 Q , "."; :" "~~: A ,.. I) .Were these documents :Which you have identified h ere attached ,. in any way'toget,her,physically,it you can recall? ., To the best of my recollection,I believe they were attached,',-,.~" • 'e ", ", -,", 0(Q.z0(>t'oJ>-•~,,.IIIZ "Z1&1 AII. i0I-eI Z :a::.III 0(Q~...:u Il: 'I-,III,CeoJ,"0( u c A:J..,-, J:.."N !Ii~Q Il:oD.,1&1 Il: l-ll:'g Au oJ 0( ~Q II.o A :~,'with a paper cl~p.~ut I-can't,say that they VI ere in the order in which they are presently fix~d "into the Applica'tion"for Probate. ,:And the cover'which has been identified as Exhibit "E"was" "','I ""r I'".' :..~,~..&~:'-i,I r .,•.• ",~.),l "~,,,,_'It ~to'....~.!f~...,It"..",'~_~..~-rl."/! /that',am.qng thos~p8.p'er,s~!~iYouc.ari recall?!.").",','".rl ~~.I '.I i r''t.,.~'...-.i ~'~_S..l ,t ...;..!'"~.,{.,~J.J t 10,.~......I#~~.. Yes;I.think that original 'paper was ,there with the documents"thfit...t ~• . f i r¢ !"4'l.>"• •",were discover"ed,at the s·ame',.tim"'e·~~i.:t~'..~'\.~/i;I ~_~",..fI"."'I'{i"7'~,,,,",. ~'...With regard t9 .17~hib\t '~B:"~"r:d}?ftl:-~st~iking out portion of that,,"r,...~.oloo ..t-\'1f t._i \.•:~I ,..I .,.W 'll'" .page or the interlineations,did they appear when the document was executed on December .-11,1963,.before you and Mrs.Bails? '!No,there were no interlineations when the will'was executed ". ,on that date.,., So,ther'efore"the handwritten portion did not form a p~rtion of " .his w'iU,on "December 11,1963. (,rl., That is correct. .',......... ,.l Nor did the portion stricken .out indicatffianything as to his ,j will on becember II,1963': ". ;No.There was nothing stricken out on that date_ Q .The document identified as Ex~ibit""e""do you know c,tnything \about the manner in'which ;that was prepared or executed? A Q I have no know ledge at all. The document identified as E~hibit "D"~·Mr.Siegel,do you ha e ' ,I' " 16 .'," A ~i ,any knowi'edge ,about the 'p~eparation·o~..execuqon of that docum tit ~', <',' 'j •of y~>ur own knowledge? ':1 ',...".' ..'None,except what'James lams told me: , ~>James Iatns',is one of .the w,itness·€s on that Exhibtt liD".'..," Mr.Siegel,just for the ,. Is he r elated in·any waX t .f'" .. ,BY rHE COURT: record,who is J8;rp.es lams? .' ..;. ,,,~'. I , " ,automobile , No.I,be lie've the lock box contained the deea tq Mr'"lams' " pro'perty,and some insur.ance policies,probably the title to his,~.~,. executed on ,D,ec,ember 1~",1963.~·did ,noi'app~~~in tl1a~lock box ,"..".~~-, ,, ~,~r. and," But the first pag,e of the document.that y~u prepar ed/was " That's all I;have,Your'Honor~ It was not there ',,- i·-,'l ". He's a nephew of the decedent. ,"tc • fl .'"'~f_•'U...t,I T ~,:• Now,wh~n.·.~oY're~~;EP.-i,~:d,.this lock.l;>ox,Mr.Siegel,was there ~~...*~.~.J.It';f'..,/~~fr ".,.~..f.t •..;'~.If ~.''OIl 'i".~~, . anything else that was conta med in that lock box that would,be J....i (.•"'J..~.,:.,~'.~'1l if tAl ,:•- r ;.f'__f',..,;~_'.·t :.;~j J.'~.-freleyanttothISmatter? .jl •A...:u. a:I-QCIle0 -'< ~.0:l.., :tl-I'-N iii Aa: lsi I-a: 0 "Q.,lsia: i,I-a:-/,:l;..0 ,u -'Q< U....\.ii:lI.0 e·,,A Q BY THE)COUR,T:Mr.Derrico.Let the record again show,Mr ~ Derrico has the right to examine Mr.'Siegel as on cross exami ation..'.,, ,-. MR.DERRICO:,We doetH have very many questioIl:s •. \'~ \'-'..:;., ~':'.. " "17 \•~~.,hI','"1.:''','.,,'. '.EXAMINATION BY MR.'DERRI~O:.. Q .1 I,.,p •,I" ,,.'1',1 ,_,f \left-hand side 'of tliedocurnent"a signa'turewhichappe~rs to be )'.• ."~,',,-.'"".•'.";..,,"~J " Mr.,Ia:Ws,l.Will ybu'take a'look'at,'tqa~and tell us from your'.'~1'"",(r "',.,,', ,";,I ~w·n··knowied~e'./~h~th~r;£hatji.in.youf\·oplni5~".'lis ~Mf.~.lams'""j-i ..~~~~-,,.:.;p'\'h ~~-To t_./•.,~.~".,.,';t"...4 J:../11 ".;;,"at r signature? l'•~.'.~ Mr.Siegel,'do you'have with'you froin your file an authenti'c , :.,~~,,.y,."$,."~.,~:,. 'That appears to be Mr.'Iams'l signature.~~,4,1 ~_~"'1.t \I ~t;. Are you;,'ahle ,to g'iye us ~~.opinior-.as to whether the writing -~.~f~,.i t ~...1.~,,~~,(~~1_<~ ,"Which is at the'top of the page,,wh~ther that could be Mr.:lams 1 "'lo- ,. " ".'.I.,shaky ,hand." ;~.',Yes . .,a;t your offic e J. ~~. or ger:\line copy of the document tnatyou prepared'on or,about :~.,December 11,1963 i~,whic.h'Mr.lams,y<;>U testified"e"~ecuted .~!,:COl;lld you give that to the 'Court for ane'xhibit and if the ,,I'• ,'...'J.~~'•-.t ,• •'. Court w,ould mark it,'it w'ill'b'e mark'ed Exhibit "F". .\ ,"wr'it.ing,or:whether therewbuld be"any q,:~:sti?iiinyourmind? 'That looks'like his~It'looks lj,keMr.lams I ,wriFng.He had a ';« 'Z«>'~A UIz',~ II.Q ioI-o{'-zJ'_, iii0::lsiI-0::oII.lsiIt I-0:: :l8 A ..I« ~Q Ll.o x UI«~, ...: .!,!'A0::I-UI~,.I C ",; ..I'« u g Q.., :tl-I'- N " -,."MR.CONTE:.,','For the:record~,your "I ?,onor,I w'ant to inter-pos e'one thing.I want to 'make " my objection to the submissi6~of a coPY,office copy,.,...., " I take,it,of Mr.'S~egells first page of this document. .:,,' '. ", Ii:1,••1', f ~ .. 18 It's not the original of the document that he prepared, ~".;.'" ", ", -and it has-been shown,ithink,'by tqe'documents in evid nee, .; that this wa,s revoked by a',later interlineationand~striki g '.out of portions of "that will.Furthermore,they do net, appear in the place whereobvioysly this decedent ke'pt h s.. 0' .the document which Mr..Iam~signedinyour·office-an Decembe :•_~,.J''-J:._'j •~ "F,I;now~for what it's worth;,and I am n()t claiming it is the wil..,, , Mr.Siegel,just so we can es:tablish authenticity of this exhibit , I overrul'd .. Mr•.S.iegel "',,, important papers,-and I.think it should be presum'ed that "; yet,is,·that a tru~.a,nd ,cotrect copy th.~nof.the first 'sh~et'of .~,(',.",...~.~.''.'" Can}'Ve ,ma;r.k.t}1;is ,;lfw ~lJdj.hav'et~is for the record, "•'f J ..Il\~,I __1 ~,. ' ~,~'i'"fI,".....;.<,..-.. I will take that part of it off fibr the record. I .•I _.," ..,(SteI}ogr,aphe~,marks 'Exhibit "F,")' " ',','Yes. iii ll:•III I-.~Q lLIIIll: l-ll::Joo -'< uii:Il.,'0 ..:~'Q . ll:I-.. IIIo -'< ~o A '..:; :t...,... til -I': .' ,' " <• ,'j ,., -l .',11,1963,.a~d,whicl).Mrs;''Bails.and you apparently witnessed? •i A ,. •Yes.,This i~a carbon co'py'of the original will mage at the sam "'r:l time as,the;or.iginal wiil was 'run,off...' '"'.-' Q _,'.,I";{ Of course,.there were no interlineations at that time,'as .Mr. Conte brought oufabout pdg~"two"and there were none on'page nee .' " ..'-., " ,J ... .. 19 A II '".'.,~,None whatsoever. '. Q That,ls all the questions Ihave on that issuel ,and w'e will just ge ~'"•"_'I," .Mrs.,~ails to verify the'sa~e thing: .,' ,, MR.CONTE:I have no further qu estions;unless the Cour-t , j partie£,m~y,h~ar the,se n~~es so th~t maybe they can tell us . ,, (l " The first bequest was to West Washington Methddist as towhether they represent,these 'people?.- .1 /,-'t.j ~.if ,'"....- , .'have you'r'ead this~,Exhibit "F11 ?Are there any persons.on Exhi it \'.1/t ","/.;, ./-":,'f ,"_11_...rr...."'*,t \~".•.' IlEll listed there who ar'e not here represEmt'ed by counsel ?...t ~\..~~~\or,,..~~i '~-~'".'. ,",..,"t-:~rl'.\;."~~i'~'Ii '!'"·r ~"",•~lJ·~Would you re.ad them in the ;r-e~.ord.so counsel for the ~:spectiV: ..=uitI-Ulo .J0( ~o:J.,.~~, ~MR.SIEGEL:r-III ,;!~'.~".'~ ~.r,'"~has some.'.,J ",(.!! '_.C ,'1 ,:."-,,,.-;',''f .'I >'\$_,t .,r >...tl l'~",..~\-,il~·.,tJ I'.'1,,~-".'J>1<.10-.;i~.'),~;"\.'" g By THE COU~T:I would like,to know this,if I ~aY.·Mr.Siegel" zz \IIQ, i'0 l-e>z xUl0( 3: I,possiple rep~esentation? or whether the Attorney General ha~been noti,fied as'to any, '.,.1,,'l Church. , "J Do you know whe.ther or'not they ar.e represehte ,I - I n~v-~:r notified t~e'Attorney G~nerall 'Your .Honor, ,.i MR.SIEGEL: ,mll:\II l-ll:-~BY THE COURT: \IIll: "l-ll::JoU .J« uii:l1.o ~.,~ because as executor,I took the position that this first 'page of t e ;~will'was no longer in existence. t BY THE COURT:lYlay I ask thi~question?Have any of the t~ustee or the c'lerkof theW'teJ5:t.:'Methodist-Church been notified as to,\' "-., .',t r •~ '20 ,, ':'any possible gift? f 'MR.SIEGE L:,No~Your Honor.The ne'xt per~ons ~amed in the ," " ;. Goldie 'Stam ts. " .. No.,Essie'Rush Hannen. <.,.~ She.~s nev,~r been notified of anything.."1".'~"f .f ';;.~•.' ..-f.,.".I.'4. BY THE COUR'T:'<;··..l .,,,;~ ~MR.SIEPEL: <>'oJ>-III Z Z1&1Q, i~.";1 -~ivIR.SIEGEL: :t ', III,<3:l ,, ..,I,'i , "...: .. ., decedent's ~ill 'or represented hi:xe in Cour\.,The same with'.','..- ..' I I ,:~.·'1 ' .' l,}nd she is not represepted h~r'e by couns el. ,"4 .I IThat's a lady.She has not been notified.. Is that.a lady or man?' To the best,of my knowledge.,:Leazure Rush,who is•r ~.• is he represe~tedherein Court.'Fra nk Rush,a brother::in-la 'of thefdecedent"he has not been D;otified nor represented in Co rt. Floyd Rush,a brother-in-law',,"he has not be'en notified of the , •~t i! MR.'SIEGEL: MR.SIEGEL:'.";,.r- ~BY THE COURT:,.. N. .,''':BY THE COURT:' ~, II:....!!!c· oJ~U C :l., • i. ",t I R,iish,Walter Rush and Ethyl Riser.None of them'haye been .'i ";'..~{. '~;notifie,d of the existence of this copy~nor are theyrepres~nted, "- I, I in Court.' '~. ,-, " 21'. r·~ ~~,.,!~,. .,....:P ., "'-'.j't '','~ ,;,BY·THE:COUR~:~: :ivr.R.SIEGEL: .'~/'1...... • -ji,I.f-'~•to .."""j,e • •,_'•r ili-"~,"'.,t~,~~\.".-.,....,".,.'whether he'wast'fn the 'list that Mrt Conte read to the Court or "npt. " BY THE~COURT:'Mr.Conte,,':do you represent Robert Davis? .' class as your clients as an intestaf~h~ir. iI •••~;:" :should be notified or ,represent'ed here?I mean ,in the same '.J ..'~-_...'• ,' 0( ,~,Ii>MR.'CONJ:E:, ..I>UIZZ11.1 a.BY THE COURT:i . ~t~_, C) Z .'.'xUI 0( ~.~ 'No,your Honori ,I-don"lt representihi~. ,. Would he be within the class of persons,that ." .,.' of those people,and I did not nqtify them. were all relative~on,the wife's side~anctI.don't repres'ent any )Vill.He was a nep);1ew. " iHow is he r.elated?·- ., " He p.as not been notified,nor'is,he . .r .'. ,'>t' Robert Davis was,left a bequest in this original ,, He's not a',mong the 'peoplewhom I 'notified.-Tho~e,. He is probably a n~phew on the wife's side,Your .' ,', .. "'.'"Honor.~,. MR.Sr:EGEL: MR.CONTE: MR.SII~GEL:, MR.,CONTE: ..:u Il:. 'I-UI ·e 0 ;J'<~§ 0:J., J:I-r-N iii Il:11.1 I-.Il:0a., III Il: l-ll: :J0U ..I'« uii:II.0• " ,.''JrepresentedinCourt.And the two nieces,Genevieve Speicher. !,:. ~,. .and Do~otp.y,Fritz,-,who I bel ieve qre also nie.ces on;the wifels ~ide •4.'1.'J .<,'.". i~of the family,.h~ve~ot beE;n'notified,nor.~r~,·they reprE;sented n...'. Court.The.r.emaining partie's who are named a~residuary "~., I ..~. ..... I~,.22. '..~ ;;·"'1ega.te~s in this first page were 'Evie lams)a widow of the "1 _'.'..f·•I.'.."'.•,~'J ,r 'decedent,ls deceased'brotherj)'William Allie lams.She has not' ,I ",•' , •,~•.,-',.,,1 A..,,-.'. /,~'~'t ".#.{-k 'I...,J-~,,..,I j,..,.".,".,~,I:r".,J,.}t<....;;;.,'\~>~~beef.l nptifie'd 'to;.tne';bes't·'of.·my;'knowl'e'qge:'your Honor.She. • .,. .'. " "« z«>• .oJ>-IIIz·, Z,III II. iol-e>z J: III«~ ,'. would riOt'p,ea blood relative either)n9r is she repres ented in'1;--~''•• of p ,'.• I,,."~.,.~{,JIi!'.,i""'.".Cour~t~Anotlf;er Fes\1qua~y legatee was a:s~ster-in-law)Florence .:.;"the ;}~;'Minor,lwhois therwidOWl'of/testator's deceas'ed brother,Charles' .',4'\,'.',~_+,t Q'j.".'4:.:..~..._J.'..~,~,•~I ':.'of ....'1·-~~,".7~(-• S.Ia~s .,She has not been notif.ie?,n9r is ,sh~represented .', ~j' ,in Court,and she,would not be 'a blood relative of the'decedent. ,' 'Another residu?-ry legatee mentioned ,is Carpl,Myers,who I.{. believe is represented bY.Mr.Conte. ,':.who I b~iiev'e is'represented ,by Mr,~Conte and Mr.Entwisle. " Correct. And another residuary legatee is KathleeneHavilahd,,.' .,r.. " " MR.SIEGEL: ..:. !:!ll: l-S MR.CONTE:,. '""« u o:l.., :tI-'"til MR.:DERRICO: To,the b~st ,of my knowledge,y,es. whlcliis,'in effectl acove~,is that the cover which was ontJ:ie \.'.I[~ Mr •.Derrico~do you,have any more -quest ions?". '. One question.Mr.Siegel,in the Exhibit "E" , 1 il A, aill:IIIl-ll:~,BY THE'CQUR~: ll: l-ll: :lo·U oJ« u,ii: Il.0' I' ,. ," .:•.~ "l' .....:. Q :,'(Co~tinued examination of Mr.Siegel by Mr.,Derrico): That.is -Where that blue ·covercame." .' : '1;t .'A Yes.-. I,·,. '0<. I 'J•t ". J i I ",23, Q -1,'•"j ,,-,~,1,"C',1'-~/'-. It is myundersta,n'ding:frbrri 'earlier testimony,that was not '. ,was just there l •.j ...~.", ,'A,e i <;~It might have been attachecLto that Exhibit "B",'which is the"...,. ! se'cond page of the paper'which was executed on December.11,963; J'-bedroom cupboar~sJ arid she.brought this metal---it looked like A "..'•....,. "~.!- ;" I " " I' Mr.Enlow.f~om the bank'and I went out to Mr.Iamsl.1ateresid~nc.e ,.... .~.. ..".: ..'f ~.' I think there w"ere insuranse pO,lici}1s and a deed to the.prop.erty.,'" and the Pittsbu:rgh Nat'ional Bank ~as,appointedguardian.And . ~l '.tIbelieveitwasinsidethat,attached to the cover. documents of Mr'.lams in there l~~e i~urance polic.:ies? 'Mr~Ia:rp.s was adjudicated 'incompetent on'Noveniber 15,1968, '·.r ",.!, '. " at that time,and Mrs.MeElroy took us ups tairs to one of the-,. "';' .~,.; ..:u ii: Iii o ..J 0( ~o :l., :tI-"N ,.ii. :!:z0(>'>!'Q, III .-ZZIIIII. i.0I-<.?Z J:,Ill';. ui0:IIII-0:oQ. III.0: I-0: :loU •..J .« u. iL'II.o J.410-" ".,.a cartridge case,'she brought it out of the cupboard and told ' 'I d us that this was where Mr.lams kept,all his valuable papers. ,..1 ( She handed it over to us and we'took them into'the bank and just' I'" ,examined the papers.'We did find the wiUat that time,.and it .'".. was kept by,Mr.Enlow with the bank in,the bankls possession -> I until Mr.'lams'death,at which time he turned it over to me. ,. ,Q "In other'words,this lock box was in the possession of the ,I' :,:'bank from the approximat~time when Mr.lams was declared .. ,incompetEint until the date of his death. , That IS correct. ~. Ii p' --..----'-'---~~~----'--~~~~~~~~~~~~~~~~~~~~~~~~~~- , ,,',o' "4 • '. MR.CONTE: J"J ,I', '"....,.,.- BY THE COURT: for the sake,of the ~ecord,would 'you move the introduction of these exhibits ? «z«~:>-lI!zZ .~MR.DERRICO:' ,,. Yes.A'fthis time,we'd like to introduce into evidence the exhibit :'F""which·has just beeU"identified 'by Mr. 'io....Cl.Z :t r •.', lI!<, ~,Siegel.. 'i:1 )'"'; .,'.." "into evidence at this time;with'Mr.Conte's permission. ..="U 0:....lI!o oJ'<uo ::l., ,~ "N '. BY THE'COURT':What about the others? We will also move to,have thos'e,exhibits introdu ed.", MR.CONTE: I already noted...~.,. Alrthe exhibits are admitted., .I T~e only one.I have objection'to is the one,which ,,",. ,ui0:,Id....0:oa.Id,a:....a: ::lo·u oJ ,11 « ,~BY THE COURT: ~. ,, MR.DE]~RICO:,.Mr.Co~te and I could possibly stipulate.if Mrs,_.. Bails were ~6 be called,she'could,in effect"verify the.testirri,b y of ,Mr.Siegel concerning the execution·and .the identification an fl' authenticity of what we have'called the various exhibits,'includi g 'i Exhibit "F". I,. .~.. '.,~.~:,. ",'";,I, .,/{t • BY·THE COURT:For the sa.ke of the record,areyou gent,lemen ., <,• '1'• L admitting ~hat Mr.lams'signature is a genuine signature on' "~Exhibit "D"? 'I MR.CONT~:Your Honor,'we have no pr'oof to the contrary. been testimony to tl:at effect. .,.. «BY THE COURT:z«>oJ>-'UlZz'MR.CONTE,:IIID. iol-e>z xUl«~BY THE COURT: 'Ar:e you stipulating that is the genuine signature . I'm 'not stipulating to it)~Your'Ho~or.T'dlEre's' I ••r 1',_I We'd better have Mrs.'Bails on. .' '. "' .' ,'0. ,01-... '-',' ,-t.~ That document was not executed before Mrs. She might know his'signature.I don't know whet Bails. pro or con. " she,does or,doe~n't.She may~'And then you ~a~e th~~,ye~low ,p~per'here w'hich is Exhibit "C'''.There again.there is a'quest'n ",as to whether tha tis IVI:r.Ia'ms'signat ure.You're not stipulati t -,.f'"r:u it.~:'MR.'CONTE: •.0 "oJ,« uo:l., :t..,~,BY ,THE COURT: iii 0:III I-0:, 0 D.III0: 'I- 0::loU oJ« uii:lI.0' ,, J. MR.COl~TE:,,;..No,,Your Honor.'I think'the.persons whO'may kri w his signature,may testify it looks like his s{gnature;Jor whate er :it's worth•.," ,. .MR.DEHRICO:'',:Haven't the o~ig'inal'\vitnesSesi:t.o.thos e document '.." .. ,,. downstairs aiready.in effect.proved tliose signatures?'I'll ""-.". ,j .. ,, '..1.#1,'....·r~.··,....)··'...'.'.!:.,.,i 'l \~,t~,1!~~'\'T 'tliirik~it would h,e bet~er.We c;lon't w~J;lt to~b ela ,or: .'t ,26 ,, h :~0 D~you want ". the poip.tl'J:;)lit I think we',ought t.o get it'straight'.,' , ;1,. ,.I~ ,'J!',",t~;~,'<t'r."'.!e,.:;.}"'oj\'•BY THE:COURT!"",i1 J ,,,.,...,, I ; ., to it;ltefrog~te this'witn~ssl Mr.Conte?,t. ," " ,. ,. 1.;" '~.' ,. ,."~I ".1'"' ,~,, g,""./ .' I" a{Exhibit "A"~ ,. ...' '..1,, "l ..,.,',:,"'. ,, .'i '!.. " ,..I ,' •~"•··r Nol,t have 'no quest~ons,. "~;.a t.. ....... :.,1 J,' At ;this tim~in ,December 11,1963~.we;r'e you'"w~rking for •f '. "and',nave yo.~,ideritify:~hat sign~,~ur~.;ls tha't ,Mr.Jam~es ,D?r~ey ,,.." ", ,,"','" ".time'.?::,:,~1<>;.~< .:.'..'~ Yes,'j was':..',"~. .'~\~,~.'.•.'j .L·,. •,~.~.'-J!;',•~.~,'.'.~'t~t•.i...'.-,r '.~£.' .Did yquhav'e'any'<;>ccasion to come iil coi?-t'act~ith Mr:James 0'...~c"{....' "~..;.J ..,~.....;""J _.~~;x.f'::.~e ~'~~,,J!orseyIam~,,aiso .¥now'ri.,as"Jam~s Dors ey'Iams,Jr.?" ',!"~..~',..1 "_ ,~t M[ARGARgT('BAILS~isCALLEDAND 'DULY SWO~N. , I }l ,'~'f i'.~"Mr;.~iege~at th~t !~...~-.•",:,,-. " (I.'"'oj .' ,' ,, I. 'r ",1' .e'., ,e ' r't \ A Yes'~ ,. :. ".", .Q And of course~on th~t'do'c'u~entl youand Mr.S~ege~\'3;1ready .,','.,'."r'';..':,:'',~'i y';','."' " "'.' sighed as~~tnesses to,that p'Ll~ported Codicil.Nu~lier,l. ,.A'-j l'"-" " '.,.L, ,. ~.!27 ,. A Yes. Q , That'was,dated,May 5.1965. A Yes. , ! Q Now I will show you what we have marked ~s Exhibit'",B".and haveyou identify 'that 'sheet of paper.Is that Mr.lams!f?ignatuF P• 0( z0(>'..I~Az,Z \&I Do Q zol-e>z x'Ill,0( '~'A : on that document? Yes.it 'is. And ther e is a date ~:m that also,is that correct,December '11. ,\, , 1963. Ye's. .~'"..,; '0 it QI-III C ..I0( ~c,~A J:•l-.~Q ;,And again.Mr ..Siegel and yourself,at least on that do?ument, declared that you are wit~el3singhis signature. That '~right.' 'Now the next exhibit is Exhibit "c".and that is a yellow sheet',, "of paper with some'handwriting on it.And do~nun.thedeft~~and,, I •l ,-" Itls shown as wha~,J.D•.Iatns,·'Jr:.J.Dorsey lams.". ••of.:!'. It looks like Mr,Iams'!3ighatu:r:e. f.;·" signature in your opinion that is? "It .corner there seems to be asignature.Could you,tell us whos~ Q iiita: \&I1-,a:oDo\&Ia: I-a:,::lo'0 ,..I 0( oii:A, II.o A Yes."~ ~"", Q Now the writing which is at the top of th.e page.could ;i,ou give ,' an opinion:as 'to wh~ther that--.,.~,.......,- "~I ..-~ MR."CONTE:'.',',.Your Honor.excuse me ~;_t for a moment,.please.Thi~q'uestion goes to whether ...~.;i.J I·,.-~..~-,.fl ,'. /'2W .'. 't, .~',\ think-that's been'established.,' ,'I:,~t, , BY THE COURT: -~.'. Will you es tablish tl:lat fa t? ,, Q 0( z0(>oJ~AzZ\II Do Q z'o....~A :I:III,0(.~Q Mrs.Bails,have you ,!lad.occaslon at various times to see ", Mr.Iams'signature? Yes. Hav'e you ever had a chance to see his w'riting?' I l ~• 'No.', 'Was Mr.IiHns ever irl;,yoqr office prior to the execution of the ..:u I''j D:::....III ,0 oJ A0( u o,~Q. :tl-I' (II , w ill for things like deeds and things lik,e that ,?, •I ...,. Not that l'remember;but I ~tarted to w~rk ,for Mr:Si~gel in 19 '3. ., ',':'L'et1s just go 'with signat~res then.EXhibi~·'''D''.tlien~'~f'could you.'.,:.'~ ,,.tel!'us if you are able to identify that signature t~ere,on.that ,.~ has been agi-eed to as 'for yvhateve:r'it's worth. ';';,,',.~ I.think that's alLthe documents to .ident.ify,I believe.We have .~..".,,," already·~tipulatedthat the exhibits "F"which is the first page,.... ... a,',w .. uilI: \II '....lI:o rDo111 II:A'....lI: :l8 Q oJ 0( .u Aii:II.o ' 'Q ." "..docum~nt? 'It looks like Mr.lams's ignature . fl;hat'document is 'd~ted May'23"'1963.' ',' Yes. ,.": \,.,"'ll '+ O' j ,"~'.I ,,.. ....' ,:M~.CONTE: ,. I just,have'.-!one or.t'wo question,s. " 29 ."EXAMINATION OF MRS.<BA1LS BY MR.CONTE:'., Q ..Mrs.Bails,c'anyou recall how often yo~·s~w Mr.lams sign hi~ . name ~~any way/J.I?lams or James Dorsey lams!.I can make it ~asie.r{;,I think.Did you ever see him sign any document in your presence~other than the wills or the papers which lave ,Yes. ~.i .. BY THi~COURT: .That!s all. " .. Any furthertestim<:>ny? Did you'ever see his sigliat~r.e anywhere.else ? ~Yes. But yop only witnessed him sigriing two documents. Not that I r ecall... seen his name written as the signature '? , Any doc'l,lment that might have been in the file ..you would have .. Just what he would have signed that was in.the file. ','B""he signed J.D.lams,"Jr.,an9 you..witness'ed that s,ignatulne Didyoui ever see him sign ab.~other document? .'~ also. the copicil Number 1,he signed James porsey lams,and Exhib t .been supplied as the wills and ~arked Exhibit "A"~which is . ,Yes. ,/ ~.' "<.z<>,'oJ>-III.Z Z\&I ,,D. 0 i 0l-e>z :x: III·<.:=A, ...,: 0'Q,a: I-IIIec oJ A< 0 c Q":l ,....~.., :tI-"N A f\&I QI-a: 0 "D.\&Ia: I-a: :l.0 Au·oJ< 0 Q,ii: II.·0 e A ")Q ,f MR.DERRICO:•r, BY..THE,I'Cd"URT:r:,'j I ~ ,":1,,:-.,rl,;I ~:,t f '~ We have no more..... i I ",' .:~~w ~.\a~';I U~ders t~rid it",/Mf~l Der,';icto~',you are ('i'•~.r f.f ,'I !If'......I ~.;.1 I ~.t"·,.''I "'~...' .,f'"t;~t,..~","......,.~.~~·I·'~i!;<"I -...~..;k'~~1 ~ ,. "I "'", I L Ii'~I ..~·'~ "-/ ., ,~,,..J t II •'f'<, "' .', ,;~.:it .' 30 -.~ 'notprepare'd,'to :arg:ue any'~~~VY this morning,is that correct?-. >,', MR.DERRICO: " Not this morning,,.ino,your Honor. ., ,. .' '"I, .~.~f' :Under all the circumstances,..I think that we' shape or fot~. that some facts h,ave been ,stipul~ted in,regard to "the litigation I . herein.,And they have,"weIll say until Augus t 20th to cOIrl;e should'do the'folla"wing:'Mr.Siegel,I th ink that perhaps you .,..r ought 'to notify all these people that are set for'th in this Exhibit..~~ ,which might be possible:','I think it would be well to advprtise this,,:say,three times in th~Washingtbn Observe:r.,I think forth and enter their appearance. F,'urther,if.you ,can'~.lo~·ate.a~these 'people. ~.-~,,.~'~ '.,-~."..all thes e personsshould be listed in an advertisernelit,and I'""'should be advertised in th~Washington'County R'eportsand t.' tlFI1 abolut1itj'h~'pe~dency'of''this proce'eding~and explaitl to them "':tha,t ,it is possible they rri~;h~ve an interest it}this estate.,ahd -.J!~~ .' the Washington Observer that they have until August 20th to~~~'f -,'-",'\.'"~".'"~ ~~ ,;;'come 'forth if·'they have'any claims it},this estate,in any manner, -,.'I.. BY THE CpURT: iii • 0: 1&I I-~j •~ "0..1&I0: I-0:",:JoU "..I'.« U 'iL, l<.0, ..~...=.J' U 0:./i; a '..1'~, ua :l.":tl-I"N '. " .\ • 'I, ~,. ¥our Honor,may;,I suggest ~here may also appe some p'ersorls,when I get to looking ~J:1rough my'file here,, who have not rec~ived notice,bye ~ert,ified mail who are intest te '."heirs,'and coulci'that advertis~mental~(),include.them?',~.'(..'... ,,'. MR.CONTE:. '. 31 BY THE COURT:You~point iS,well taken,Mr.~onte,and I would be ebliged if the three of you attorneys would get together ,arid include all the parties who may havean inter est in this e'sta e." but who have not come forth arid/or who are not represented,!.... by counsel.Because I think·it's to the advantage of a.ll counsel l:ere .tiF"\as the same relates to the references to this Exhibit'"F't in .thatwedlose up all iooseends,thatwe don't litigate this and,.~... the codicil dated December 11,wherein there is a ratification I"" ",I to.know the law as to whether this-codicil did,in effect,incorpcrate I'd likeandconfh-mation ofa will'dated December 11,1963. have so,mebo~ycome in and s'aythe'y 'd~dri't know anything about 'tl -~ and they should have been no'tifie'd .. " ~t to 1 would li'ke further if you gentl:e~en would,' brief me specifically on the effect of this document,E'xhibit ,~ 0(,z 0( ~>-Ill" Z'ZIIIII. iol-e>z X III0(~ .::uii: Iii a -..I'0( U a:J.., J:I-.... (II • iii.0:' III I-0:o,II. i'iiiII: 1-',cr:Jo'u .J0( U ii: lI.o ", , by reference both pages,tha'i is Exhibit "F"and Ex:hibit "B". I would like further to kqow w.hether or not·the incorporation' ...".qy reference~s in any way affected by the ihterlineations.I .. also would like to know whether the incorporation by.reference ,. ,','in any,way affected by the portions of Exhibit "B"Which were stri~kenby the testator. I ...... ; S I I ..~\I \~,ou.ld also like to~~havela brief as to the effect • .J /."• .~.'.r .. -r rl ...I'"~.I •i .~,~..-I!","~"/,~-4~• t..;','~~l,J ~'.~t ,~"".J '\\JI J 'l~~,,/~I._..,},:(.ot 'the dOC\~lIAeht~~hich~is'iri~rke'd:Exhibit "1C '~;Whi6h.':has.as a ,.. caption "Page.2".And I would like to know the effect of this .'~,~'•.1' _II. .I • ,;.,.. document as to the codicil ~nd ~s to the original will. And further,~would like to know the effect of Exhibit "D',l,'wherein it lias inco'nsi~tent dates.It's dated May 23,1963 in one place;which date is prior to the'executionof.-~~ 32 ".,4 •J '. ::z0(.,>.~>-V)zZIIIDo i.0l-e>zx'V) 0( .~ ..:.!:! 0:: l-V) o ~.::'!:!0,' =>., :t..r- III iiiffi ••;. ~.oDoIII0:: I-0::.• .:-=>ou ~0( u ii: II.o ,. gentlemen to ,explain to me what this is,the llthof Decemher,,.... '. 1963,is set forth in the lead paragraph of this document,Exhib t" "D":",I'd like to ha~e some law as to what ts':)the legal effect II ,where you have inconSistent dates on a.will.I'd like to have son e.- :~law o~all these points;p~~s,ofco\lrse,I'd li~e"to have,legal ;. autho~ities for any o~her issue thatyoug~ntler:n~n,of course,, ~'t, believe that is involved in'this litiga.tion. We will direct our reporter to transcribe th{~ as soon as possible and,sEmd each one of you gentlemen a cop~ so that you can"use that for your guidance in getting your briefs I would like very much if you could have the briefs , ;ead,Y by the 20th of August.Th~t will give you roughly almost ,.''. thre'e'or'four weeks to get ,Your brief in.As I.under~tand it, ......." Mr:Siegel ,is not going to submit,,~brief. " 'I """.,MR.SIEGEL: "BY THE COURT: ," No,Your,.fIonor. It would be ?-greeable to report to the Court, .'say,'on or before ~eptember 4th by joint stipulation or otherwisle' ...... '. as to wli~ther or not thed:~a~e\~ny additional parties who may w sh t'~'~;.'..,. ;; -,. representation.And we would like very r;nuch if the counsel .I . ,could get together an~arrange with the Court to have a date ,. set for argument on this a t that time.That will give you,.,.. gent~erriena chance to get all these things f,inished in the next , ,two months or month and a b;alf.I guess. ,. Certificate of Hearing Judge f ." ", J • ,' f '." 'StenographerIS Cer'tificate . ~'..J...,.•~~~.'\~_~. 4 /..Tlie~oregoingr~~ordof the proc~edings~upon the hearing of ;,',"~.".'~'''''''~_'~''~.,;11-,",..,j~:t T.""·/l:',~1'~r'~,·-t·,~'j - ".."ll'':'I_.t..l'~I r....Ii •_I-).....,ii,,:'~);t:i,,".:•(((r .I'If',"sl •.,,~,.~t'.4"",fO.!the above'caus'e:is hereby appr'ovedanq 'ditectea.'tb'oe fill=d.t ':I hereby certify that the pr,oceed'ings and evidence are contained. fully and "accura,tely in the notes 'taken'by me on the hearing of the above".,. **'*'***'*******************'***.***-*********.~,." 'cause"and that this copy is a corr,ect transcript of the same. :!:z0(>·oJ>-IIIZZ1&1Q,. i0l-e>z ,:z:,III0( ~ ..:u a:I-III 0 oJ'0( 0 0 ::J., :t>-l"- N uia:1&1I-a:0Q. 1&1a: I-a: ::J0·0 :.I. 0( 0ii:ll. 0 ,. ..-'i ). .' " .. ,.",.""