HomeMy WebLinkAboutOC1970-1230 - ESTATE OF MCNARY(5/3
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Inventory and Appraisement
IN THE ESTATE OF
MARTHA J.McNARY,a/k/a
MARTHA JEANETTA McNARY)
Filed ,19 .
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Mary Jane Smith,~!otary Public
Washington,Washington County,Pa.
My Commission EXf.lresnrnllai¥2;19 $
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P II b f th d · d th 't Notary Public . d f 'dersonay e ore me,e un erslgne au orl y,a ..__.III an or sal
County and State,appeared ~~_~__.~M.Q~QB_Q~__......who,being duly
sworn accRfdinfuto fWiJe~ses and ,a,Yf:that he is the executor :&xxltM~x of the es-
tate of .M-:~h:--J~an~t~~~Ja:;;,-~.....deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of M_9:~.th9:_.J_~.JYJ:.~N9:ry_._,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal ,estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above n~d Executor X~
~~Lt~••.....}~~~~.
ADDITIONAL INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.·1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
MARmr.¥!UUJcm.1k~~'ffN~rtttrntof the goods and chattels,rights and credits which
were of MA.R.THA..JEANE.TTA.Mc.NARY..late of :s.9.f..9.1J.gh..QJ ..HQ.W::itQ.P..
Washington County,Pa"taken and made in conformity with the above affidavit.
J
20 shares of ChrySler Corporation at 25 5/8
18 shares of American Telephone &Telegraph at 44
12 shares of Continental Oil Co.at 28 3/8
5 shares of West Penn Power Company - 4 1/2%preferred
at 57
Cash on hand
Savings account -Western Pennsylvania National Bank
.Houston Office
Baldwin Model 46 -electric organ
1962 Ford sedan automobile
TOTAL
DOLLARS
512
792
340
285
200
3,536
700
300
I'
$6,666
CENTS
50
00
50 .
00
00
35
00
00
35
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•"':'""\.''-','..•J
OF
MARTHA J.McNARY a/k/a MARTHA JEANETTA McNARY
I,MARTHA J.McNARY a/k/a MARTHA JEANETTA McNARY,a resident
of the Borough of Houston,Washington County,Pennsylvania,being of sound mind,
memory and understanding,do make,publish and declare this my Last Will and
Testament,hereby revoking any and 'all Wills by me heretofore made.
ITEM 1.I direct that all my just debts and funeral expenses be paid as soon
after my decease as may be found convenient.
I
ITEM II.I dO!hereby give and bequeath to my sister,Hazel Plunkett,the
sum of One Thousand Five Hundred and no/IOO ($1,500.00)Dollars and I hereby direct
that all estate,inheritance and other taxes in the nattf're thereof shall be paid from
the principal of my residuary estate passing under Item III.
ITEM III.I do hereby give,devise and bequeath all the rest,residue and
remainder of my estate to the following named person in accordance with the percent-
age set after their names:
(a)Frank Galbraith and Helen Galbraith,or the survivor,qf
Houston,Pennsylvania -30%.
(b)Joyce Galbraith Cullen of Houston,Pennsylvania -30%.
(c)William E.Galbraith of Courtland,Ne'Y York -15%.
(d)Phylis Galbraith Karageorge of Bridgeville,Pennsyl-
vania -15%.
(e)Daniel Schmitz of Detroit,Michigan -5%.
(f)Martha Schmitz Hobson of Louisville,Kentucky -5%.
ITEM IV.I do hereby nominate and appoint Frank Galbraith as Executor,
ii
of this my Last Will and Testament and in the event he is unable or unwilling to
!i
perform,I do hereby pominate and appoint Lee Karageorge as Executor of this
I
my Last Will and Tes~ament.
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IN WITNESS ~EREOF,I have hereunto set my hand this 19th day of
September,A.D.,1968.
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This instrument,consisting of two (2)typewritten pages,(each bearing the
signature of the above named Martha J.McNary,a/k/a Martha Jeanetta McNary),
was by her on the date hereof signed,published and declared by her to be her Last
Will and Testament,in 'our presence,who at her request and in her presence and
in the presence of each other,we believing her to be of sound and disposing mind
and memory have hereunto subscribed our names as witnesses:/--...!J.'/~)d ///
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COURT OF COMMON PLEAS OF WASHINGTON COttNTY""PA.i
ORPHANSI COURT DIVISION
FIRST AND FINAL ACCOUNT OF LEE KARAGEORGE,J EXECUTOR OF THE
ESTATE OF MARTHA J.:McNARY~A/K/A MARTHA JEANETTA
McNARYil DECEASED
S~MMARY
PRINCIPAL ..PERSONALTY
Balance'"Principal'"'Personalty
Receipts"Page 2
Disbursements.l Pages 2 &3
SCHEDULE A
if$6.1 936.35
J...1,919.69 \
$5"016..66
INCOME,;.PERSONALTY
.SCHEDULE B
Receipts~Page 3 $23.70
Disbursements".Page 3 ':c'!..O~OO .
Balance ~Income ...Pe:r:sonalt~
NET BALANCE
The balance consists of the following:
Principal e Personalty.
Stocks
American Telephone &Telegraph Corp..
18 shares""common $792.00
Continental Oil Company""12.shares ...
common $340.50
West Penn Power Company f,j 5 shares '"
preferred ~2 85 ..00
Stocks distributed to legatee
(See Exhibit No.1,f page 4)
Cash distributed to legatees
(See Exhibit No.1.,page 4)
Cash on hand
Income tOt Personalty
Cash
\~23,70
$5,040..36
$1,J417~50
$512,,50
$1~500.00
,$1,586,66
$5;?016.66
~.23,70
$5....040.36
SCHEDULE A,
PRINCIPAL ...PERSONALTY
RECEIPTS
Inventory and Appraisement as filed-$6"666.35
Gain on Sale of Assets
Net proceeds sale""One ,(l)Baldwin
Electric Organ,t-Model 46
Carrying value
$900"00
,,700,0,0
$200.00
Conversien of Assets Without Gain or Loss
Sale of 1962 Ford Sedan Automobile $300.00
Carrying value .300.00'...$0.00
1970
December 11
December 12
1971
January 4
Additional Receipts
Continental Casualty Co,"...Insurance
hospitalization claim payment •'.
TOTAL
SCHEDULEA'--,.
PRINCIPAL e PERSONALTY
·DISBURSEMENTS
Administrative Expenses
Russell Marine fi Letters and one ;£1)1 short
certificate ..$13.00
Washington County Reports ...advertising
letters $14.00
Notes Publishing and Printing Company'"
advertising letters $12.50
JP.70~00 ;/
$6;l 936..35/
April 20 Russell Marino ""Filing Inventery and
Appraisement and balance grant of
letters testamentary $7;00
Peaceck~.Keller~Yohe &Day E:f Attorneys'
fees $330..00
Lee Karageorge €':I Executor's compensa8
tion $330.00
Russell Marino e Cost ef filing Acceunt
and feur short certificates ~21"00
1971
January 25
Preferred Debts
W.Lawrence Wilson"M.D",~Professional
services $20..00
F.F.Bruno~,M.D~,;,Professional
services $18,,20
Canonsburg General Hospital '3 Hospital
expenses $82.00
February 15 Speakman Funeral Home i!:'Funeral
expenses
$1~155fO 20
Other Debts
(
Cox's Department Store s Balance due
TOTAL
SCHEDULE B
INCOME ""PERSONALTY
RECEIPTS
Dividends
American Tele:ghone &Telegraph Company""
common '1<'18 shares $11.70
Continental Oil Company ,;,common ,;,
12 shares
Chrysler Corporation';'common ,;.,
.20 shares
SCHEDULE B
$9.00
$3•.00
TOTAL
§
$
,
23.70
23.70
INCOME -PERSONALTY
DISBURSEMENTS
None
TOTAL
~_---'-'o.",-,-0-,-0
$0.00
....•
PAYMENT ON ACCOUNT OF DISTRIBUTIVE SHARES
PRINCIPAL ~.PERSONALTY,
Helen Galbraith",sister -20 shares
Chrysler Corporation~common
stock delivered $512.50
Ima Jean Orndoff -substituted legatee
under Item II of the Last Will and
Testament
Cash
Betty Schmitz ...substituted legatee
under Item II of the Last Will and
Testament
Cash
-4-
EXHIBIT NO.1
$7501",00
§750.00
TOTAL
$1,500.00
$2,,012..50
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Washington County Reports
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Washington,Pennsylvania
(PUBLISHED ElY 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
savs: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 t'his behalf;that the said WASHINGTON COL'NTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts 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:
...Q~~~m.b.g.r....J..z ~.4 .3..L...J.9.zQ .
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Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
• •• ••• • ••••• •••••
McNARY.MARTHA J.a/k/a MARTHAJEANETTAMcNARY,Dec'd.I Late of Houston,Washington County.Penna.Executor:Lee Karageorge,179 Mc-!
Murray Road,Pittsburgh,Penna.15241Attorneys:Peacock,Keller.Yoh"&Day,68-70 E.Beau Street,Washing-ton.Penna.15301 '
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that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertisin,g '!Ind th,at all of the~ltions 0,f
this affidavit as to the time,place and chay;mr/1'the publication ar {ru.d/,1 6)/.(II /.\I'/,~--;.'/'1 /'7'/f ,/,(J f I/J V /;'..~_______
y L..A~,/V L~(.....t_<-'~~~-k~'--
.........................._~..~~"n~
Sworn to and subscribed before me this C ~
~.~.~.~..~day.Of...~~~~,.~.~~.~.~,19~
..............q.Z .
,Notary Public
JOSLPHll~t r.SC,,,,{.ANNA
Notary Public.Washington,Washington Co·
My Commission Expiresduly 1.1974
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55:
The within named Accountant being duly sworn according to law,depose s and says that the above account
as stated is true and correct as ....h~.._._._verily believe.s.
Sworn and subscribed before me ,this 11th_.
day af -------c-:-JJ1b:"---------o-----__/9_'!.L _9XL#~~----
Mary Jane Smith,Notary Public
Washington,Wasllington County,Pa.
My Commission Expires
february 28,1973
Washington County,ss:I do certify that I have given legal noti<:,e to all persons
concerned of the filing of ,the within account in the manner
prescribeslby StqtU'te and Rule of Court,as evidence by iproofs
thereof filed to No.LJ_:ad.::-_3.3L _
Witness my hand an9 official seal thiS__;{.g..t:i-.
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egister'of W'ills--...t;·,
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'1l JUL 14 PH 3 51
~USSELL MARINO
REGISTEH Of WILLS~ASHINGTOH CO .•PA.
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nd t~_at all of the allegations
e pjijlication a}e true.
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CANONSBURG,PA.
PROOF OF PUBLICATION
THE DAILY NOTES
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784,Sec,3,paragraph (3)and (25).
State of Pennsylvania }
County of Washington ss.
.Personally appeared before me,a Notary PUblic in and for said county and state,
__RoQ~!"_t_E_Q.bt~_~QJ.L ..,who being duly sworn,deposes and says:that
-l:le --is the M<L!L~g;r of the Notes Publishing &Printing Co.,a Penn-
sylvania corporation,and its agent in this behalf:that the said company is the pub-
liSher of The Daily Notes,published daHy except Saturday and Sunday,having its place
of business at Canonsburg,Washington County,Pennsylvania;that the said Daily
Notes was established August I,1875;that the printed notice or advertisement,attached
hereto is a copy of a notice or advertisement,exactly as printed or published,which
appeared in the said newspaper in its regUlar issues on the follOWing dates:
-.---..-..-P~-Q-~mQ~.;r-.l.Z_t_.--.-~-~,--..-3.J,.•...-19.Z~._.__._..__.__.__."""""__,,,
that the affian-;:~~~:-::;~~:~ion~:-~~~~~~o~:~~~~·-~::::::~~::~~-~~~~~~:~..~:..::~··~:~:;~
ested in the subject matter of said notice
of this affidavit as to the time,placeran
:Sworn to and subscribed before me this2~December 70-~~o~~~~~;;~~I ,omm"PU"--"
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In the matter of the Audit of Account in
Estate of MARTHA J.McNARY,a/k/a /No.1230 of 11970
()
MARTHA JEANETTE McNARY ()
~,
TO THE AUDITING JUDGE:
(
Enter {our appearance for the Accountant.
PEACOCK,KELLER,YOHE &DAY
By ~.LbiJ..-.t-V7'-
12th day of September ,19 'i2
N.B.-Counsel shrall,by separmte paper,present a concise statement of each
claim,w.ith 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.
()
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'1d"08 N01'-JNI\-IS~"\
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No.1230 of 1970
In re Audit of Account in Estaite of
MARTHA J.McNARY,a/k/a
MARTHA JEANETTE McNARY
AUDIT
'rartipr fnr Appraraurr
FOR
Accountant
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PEACOCK,KELLER,YOHE &DAY
Attorney S
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Testate Form
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
J
Estate of MARTRA..J.!M.9.~.ARX~g~~.E?~~.E?g .
Deceased
No J?}9..~~J~~.9 .
Date of .Date of 12/11/ 70
Decedent's death U.!.~~.!.1.Q Grant of Le!tters .
This is the..¥.'j?:'.1?L~Q...¥.~.I.J:~~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
NONE-----~-----_____._--_.___.___.._---_----_____--_."..'-"_..------_..---_._--..__----_.._..-------_..- ------_.---_..-- -------_.
Election to takeW-)j;l{lX Not applicable
XQti'XGtefXlX~E.mmit.(cross ouf one)
Date Election Place of;
Filed Record 'c•••••••:(.
Name'of surviving sp~use NQNE .
List issue,where material:
NONE
Did decedent marry after execution of will?(indicate)~~No.Any children born after execution of will?(indicate)
'M.No.If a~swer yes,name them ..
Leg.atees
/'
GHazel Plunkett,deceased
Ima Jean Orndoff
Betty Schmitz
Helen Galbraith
Joyce Galbraith Cullen
William E.Galbraith
Phyllis Galbraith Karageorge
Daniel Schmitz
Martha Schmitz Hobson
Relationship
Sister
Niece
Niece
Sister
Niece
Nephew
Niece
Grand-nephew
Grand-niece
Interest Fiduciary,,if deceased or not sui jur~.s.'
Specific Legacy.dec~ase~~..
Substitute Legatee SUi.juris '"V':}V/
Substitute Legatee 'sui juri l~/
30%residue sui juris
30%residue sui juris
15%residue sui juris
15%r:esidue sui juris
5%residue sui juris
5%residue sui juris
List,if exceptions to pbove:
If partial intestacy,give facts:
Adeemed:
NONE
NONE
Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragr9.p.h C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.f%.
If any exception give cause:.
File copy of Notice 'fAug}l?:t.g~,.:.,,1972
and date of m.ailing..c•••••••••••••••~•••••••••••••••••••••:••••••••••••••••••••••••••••.•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••,•••••••••:;.•••••••"•••::•..,/
--------.---_._..-------
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MEMO
,f'
TO:John Hana
FROM:James S.lams,Esq.
DATE:Oct.24,1972
IN RE:MARTHA J.McNARY
ESTATE
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On the Petition Sur Audit,under the category listed exceptions,
the following should be included:
Under the word lapsed,as a result of the death of a specific
legatee,Hazel Plunkett,sister of the Testatrix,her issue shall take as
substituted legatees as provided by the Wills Act of 1947,Section 14 (8).
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EXHIBIT "B"
TOTAL ADDITIONAL CREDITS:
Loss on Sale of Stock
1,-4
American Telephone &Telegraph
Corp.-Common
18 shares
Carrying Value
Net Proceeds of Sale
$792.00
$733.36
$58.34
Continental Oil Corporation -Common
Carrying Value $340.50
Net Proceeds of Sale $306.84
Stock Transfer charge for transfer of
20 shares Chrysler Corporation -
Common to Helen Galbraith .
Taxes
$33.66
.50
Internal Revenue Service -
Self-Employment Tax
.April 12,1971
Cautsis &Skarlis -Public
Accountant's preparation of
1970,Form 1040
Wage Tax Commissioner,
Borough of Houston
Wage Tax,April 12,1971
$120.00 ,
$20.00
$17.32
$157.32
$249.82
Balance for Distribution:$5,050.88
...
\..,..••.';.
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COURT OF COMMON PLEAS OF WASHINGTON COUNTY;J PENNA.
ORPHANS I COURT DIVISION
IN RE:ESTATE OF
MARTHA J.McNARY;J
DECEASED
)
(No.
)
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ELECTION TO TAKE IN KIND
I~Helen Galbraith~the residuary legatee under the Will of Martha
J.McNarY1 a/k/a Martha J eanetta McNary"deceased"hereby elects to
.-..
take in kind twenty (20)shares of Chrysler Corporation~common stock"as
a portion of my share under the r~siduary,clause 6f the Will of Martha J.
McNary"deceased.
Helen Galbraith
/~_~_2_·..L.7----J 1972
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If Family Exemption claimed by Petition,give place of Record:N9N~:.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.ONE .
List any advancement or distribution on account that has been made,and nature and amount of same:
Ima Jean Orndoff -Substituted Legatee,$750.00 under
Item II of the Last Will and Testament.
Betty Schmitz -Substituted Legatee,$750.00 under
Item II of the Last Will and Testament.
Helen Galbraith -20 shares Chrysler Corporation,Common Stock ~5l2.50Suggesteddistributionofbalanceshown,both as to principarand income,attaching signei:l and itemlzeaeFectlons
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
See Election to Take in Kind attached.
Residuary shares as proportions stated on page 1..
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~.<?~~_ _doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL ~~.~.___knowledge and belief.
•;JhYJ?XXL _..to and subscribed before~-j-#,9~e.Ihls_..Le?__:dOY o.f~A~t1--~~_.
5'9n01u,.of Off'C~~~
T;tl.of Offic.,_..•..-rt...:i~..
Office exPires ~J!:.f ~J~.I..9..~1~.
Mary Jane SmIth,;Notary Public
Washington,Washington County Pt1.-
My Commission Expires '
February 28,1973
And your petitioner will ever pray,etc.
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•'!'~~.
F I LE DJEstateof...M~~1J~~A..J~...M.9.N~~X,...g~.ge ased
..'"
[-...•-<..~-No..J?.~Q..QL1~1.Q .t ••••••••••
Deceased '7/t!r;U'-ClUj rn 11 35
Fiduciary..~~~.~.~.~g.~.Q~g~.!.RUSSELL ::i!:.rttf"tO
Executor REGISTER 0,:VlflLS
W f.surlr""·"~'l·r,o·P·A,\rl f r\G ;:)i'~...f .'~
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:pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
1O.Copy of FederaI Estate Tax return if es-
tate is subject thereto.
PEACOCK.KELLER.YOHE &DAY
....."-..'..~~d~A~·
~2
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN •
ORPHANS I COURT DNISION
J
No.1230 of 1970
(
)
(
)
(
)
(
)
(
HEARING ON AUDIT
THE HONORABLE ALEXANDERR.CURRAN,J.,
Specially Presiding.
PEACOCK,KELLER,YOHE &BAY,Esquires,
,of Washington,Pa.,representing the Accountant.
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Estate of
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~APPEARANCES:
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MARTHA J.McNARY,a/k/a
~MARTHA JEANETTA McNARY,
z<..~Deceased.
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II.
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;BEFORE:_
•
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iii~TIME:'Tuesday,September 12,1972,at 10:00 A.M.,EDSl-ll:oB-III
II:
I-~THE COURT:The estate of Martha J.McNary,"also known as Ma thaou
~Jeanetta Me Nary .The Executor-is Lee Karag~orge and the attorneoiL:Il.
O'is Mr.lams ':-.
MR.lAMS:May.it please the Court,I have the Audit Petition fo
the estate of Martha J.McNary,a copy of the Inventory and a cop
..
of the Will.All the creditors have been paid in this estate and the'
balance to 'be distributed is .cash.
THE COURT:No problems?
,,
Martha J.Me Nary?
lAMS:
THE COURT:
THE <?OURT:
No problems,
Is there anyb~dy in ,.Court"interested in'~~e e,state of
,(NO RESPONSE)",.
"We will eoUs i"der th e estate Glosed-:
(AUDIT CLOSED )
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~are contained fUlly and accurately in the notes taken by:me on the hearingI:.-.'.~.
\II -'"en'of'the aboveeauae,and that this copy is a correct tra~scrlpt of the,same.
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The foregoing record of the proceedimis upOn the
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ESTATE OF
Martha J.McNary,a/k/a
Martha J eanetta McNary,
Deceased.
63-70-1230No.,_
First and FinalInthematterofthei _
Account of Lee Karageorge z
Executor
ADJUDICATION AND DECREE
And now November 1 ',19~,this matter came on for hearing,'
audit and distribution at this session and testimony taken;and thereupon,upon due cons ideration
there,offLtbe balance for distribution in the.hands of the A~countan.t is deter~i~ed to be
$t5 ,14:.'/"J ,".and the 9.ccount is accordingly conflrJ~ed;and It IS o~dered,
adjudged and decreed that the said balance be,pCJid out by the Accountant In.accordance with :the
schedule of disribution hereto 'attached and made part hereof,unless exceptions hereto be flied
sec.reg.or an appeal be taken herefrom sec.leg.
....By the cour~5 .r4 __~p{L~~4'A~residing ,'
SCHEDULE OF DISTRIBUTION Y,
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Balance p,er'accoun,t'_.:...'-..:/_'__-2.,_
Additional debit asked at audit..
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Additional credit asked at audit
Balance '_
Deduct Clerk's Costs &Receipts~_
Attorney Peacock,Keller,Yohe &Day
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Russell Marina:,Agent,'transfer inheritance tax,$712.00
Interest from 2 -21-72 to 11-12-72 30.99
Ima Jean Orndoff,niece,child of Hazel Plunkett,a
deceased sister,1/2 legacy,credit to be taken by the
accountant for funds in the amount of $750.00 advanced
prior to distribution by the ~ourt,
Betty Schmitz,niece,child of Hazel Plunkett,a deceased
sister,1/2 legacy,credit to be taken by the accountant
for funds in the amount of $750.00 advanced prior to
distribution by the Court,
Frank Galbraith and Helen Galbraith,or the survivor,
30%of residue,including cash and 20 shares Chrysler
Corporation common stock valued at $512.50;held in
kind and distributed as such at the value as shown,credit
to be taken by the accountant for items advanced prior to
distribution by the Court,
Joyce Galbraith Cullen,niece,30%residue,
William E.Galbraith,nephew,15%residue,
Phyllis Galbraith Karageorge,niece,15%residue,
Daniel Schmitz,grand-nephew,5%reSidue,
Martha Schmitz Hobson,grand-niece,5%residue,
$5,040.36 'fL~g-/9'7~351.19-~r~
$5,391.55 ({;icrcJCD,
249.82 1
$5,141.73,
21.50
$5,120.23
/)?t.L.-O 1-/'177'~;£.
742.99 ~~.
$4,377.24 '.~
~,to,_
750.00
750.00
$2,877.24
863.17
863.17
431.59
431.59
143.86
143.86
No balance
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Septe~ber 8,1972
.Mr.Reed 13.Day
Attorney at Law
East Beau Building
68w 70 East Beau Street
Washington,Pennsylvania 1"01
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iEl Estate of Martha I.MoNary.a/k/a ''tartha Jeane-ita MettaryEstateNo.12'0 0:1970
Dear Mr.Day I
I have been asked -to write this letter of inqUiX'Y
~."~my 'c11~nt.Martha Sohmlt~Hobson of Knoxv!lle,.,.tennessee,
.1~reg~-:to the estt,\te ot!-larthe.J.McNary.a/k/a Martha
• I J.'~t~g.itWary'wh1ah.notice was sent to my o11ent regard...
,1'ng a t'''P.f1~aooounting to be held thell 4a1.of.September•
. ,-.1972,.:~x:;~.s regard,"ntY'Q11ent feelS that t~ere may be
";l1;dl$burs~.nr1ent stated1n the \'1111 to her which haS not'.~t been."p~dt as f.1artha SOhm1tz'Hobson 'VJaS the n~esake
of her _gre~t aunt heretofore 8t~ted..'...' .~~'.
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;-W'o;u..).a you pleaseadvisel1whether the deceased'B will
Mdea:n3';apeoifio bequ.est to my olien~....
.'By oopy,this letter has also been'sent to the Orphans'Oourt of Washington County,-Penn8yl~la..'
Your iJnmediate attention 'to this,matter would be
app.reo1ated.
!rhia letter may b(ltreat~¢las notice for:the '.pur-.
pose 'of representing OUr oontingent .claim..'
I'.
J.G.Christenberry
JGC:sb
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00=.())o:p~8'Oourt ot/WaSlP.~gton Oounty_
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ATTORNEY AT LAW
"400 West Main Avenue
Knoxville,Tennessee 37902
J.G.CHRISTENBERRYr
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Orphans'Court
Washington County,Pennsylvania
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S FORM REQUIRED IN..~STATES WI'1'H'GROSS ASSETS UNDER $10,000,UN.nER SECTION 701 OF ACT OF JUNE 16,1961,\
,1962.(FILE IN DUPUC".ITH COPY OF WILL ATTACHED)~3-76 .../:23 0 J
OFFICE OF THE REGISTER OF WILLS
County of ,.WC!-~p..ip.gt.qt:J..
.....~~~..M.%<!~9I:tq~..'...................of .~.7.~.~<:I,Vf1;l!'.r:8:¥.~~C:?f .~~t.t.s.~':l!'~~"..~.8;•..~??41
(Name)(Address)
being duly §~.9_~n..according tp,liw,deposes and says that he is the ~_~~~~_~~E _MarthaJ.McNary"1l/K a (Exec.,Adm.,Legatee,Etc.)
of the estate oL_M_~_!:th~_;r_~~p.:<?_t1~JY!.9_N_~!:Y whose last residence was }1_?..__~_?;~~_f?-(·-~~-)-~!E~~~----------
(No.)Street
.__.._._!i~~_~!g_~...deceased,and that the whole of the estate of said decedent,who died _~_?_~~~~~)-E-~-~-~}970
(City,Borough or Township)(Date
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE
-
NONE
Personal Property
20 shares of Chrysler Corporation at 25 5/8~.(-m::r '512.50
18 shares of American Telephone &Telegraph at 44CU,OYl'1'·792.00
12 shares of Continental Oil Co.at 28 3/8 <H(1Yt;9'340.,50
5 shares of We'st Penn Power Company -4 1/2%'preferred at 57f../.(l1~·,,,285..00 ~
~'..-~/lJ.J,200.00Cashonhand,~-
Savings account -Western Pennsylva:tlia National l?a:gk -Houston Office~/,.<.3~536.35 .
Baldwin Model 46 -electric organ O-k17i..a ...~on.00.·
1962 Fbrd sedan automobile ~~kma 300.00 ..~
,
r r
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r ::::-~~,.~6,,666.35 :..TOTAL
NOTE:r You,may expedite the processing.of this ret~rn _by filing with it,and as a part of the return,
letters~from~financial institutions or mortgage holdeis,~certif:yingto amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible Office'r oLthe financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
......r
Jointly Held Property •
------~-----'
NONE
NONE
•_i.
Transfers within TWO YEARS Prior to Death
NONE
NONE
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENt TENANTS OR ,INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT ~,
Hazel Plu~ett,deceased Sister _No Specific Legacy,,,
SUOI:Hll;u-r;eu H::il::iue:Niece,Yes 55a.Ima Jean Orndoff
~UU,A"c0:roh.!JrlveDa:Vt"on.io 45419,
b.Betty Schmltz :::;'Niece Yes ,58 :..-
-6620 DeePkreeJiur.PrQspect.y.40059 r -"
Helen Galbraith Sister Yes 71 30%residue
118 East ~lkeL~t:",
Houston.a.1 ~42
Joyce Galbraith Cullen Niece Yes 33 30%residue
IHi .l:!iast .tIRe ;:;t.
H em ~tnn Pa 15~42
William E.Galbraith Nephew Yes 42 15%residue
18 Levydale Dnve(;nrtll:lnrl New York
Phyllis Galbraith Karageorge Niece Yes 43 15%residue
Vi~t~b~~~lirVa!{Org241
Daniel Schmitz Grand-nephew Yes 27 5%residue
~H~4 ~1;ln8~~~~1~:;;>~~n::l?~?1 0
Martha Schmitz Hobson Grand-niece Yes 25 5%residue
~~'Ate #a -~ooles Ben~~f~dcorennessee
None
$
commission *
EBTS AND DEDUCTIONS CLAIMED
Funeral expenses paid
Fiduciary
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Counsel fees *
Administration Expenses *
..~E~B~T~O~R~C=:.L~A~IM~----.----:-~N~A:::T..:::U:..:.R:::E:.....:::O-:..F---:S::::A:.::M=E ...-----=.:A:::M::..:O::...:U::..:N:..:...T.:;----toTHIS COLUMN-EGISTER ONLY
035 00 $man Funeral Home
Peacock Keller Yohe &Da
st five items in the spaces so provided,observe notations ther.eon,and instructions.
OTHER DEBTS AND CLAIMS
(*)See Note below
W.Lawrence Wilson,M.D.
F.F.Bruno,M.D.
Canonsburg General Hospital
Cox's Department Store
Doctor Bill
Doctor Bill
Hospital Bill
Account
20 00 (
18 20
82 00
36 99·
Total
.1.'ze.MCM\l~J;'p:y.B.Q~~.
(Street Number)
.~~~~~~~~gh,:~?~~h~y.~Y~J:?~~)~?~~.
.(City or Town and State)
!Wi eOiili!i1~SIOIl Expires
Having been d~tu~o~~'J~lJrding to law,I do hereby certify that the above appraisement is made in conformity with law on this
.............~.!.dayof O:.d ~.7..z.:-.I~'.
···············~/':·~·~·····~~;r·····
In the event that any future interest in this estate is transfened in possession or enjoyment to collateral heirs of the decedent after the
expil'ation of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
",,",than th,"bmat'"=ount <Ialm'"and allow'd./..1.<"Zl.O....\...
Subscribed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . .~
..........27.tJ1 ~of 'lill~..;,19.!.~~;~:,~~....
Wasltington,Washington County,Pa.
REPORT OF THE ~MER 'IF WILLS //
I,the undersigned duly elected Register of Wills in and for '~~~'~County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,exce '~items where a greater or lesser amount
is set forth in the last column to the right in said,.,schedule above,which greater sser ount),:r~e7prents the sum allowed as a deducti\n.
Dated:......o.er.~.1.19.l~.RUSS~.~~.~'~J~{~~........'........\'~~/.J.....LlA.-A~"..,Register of wilfs'-...-
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Fonn No.RCC-62 (12-66)t,.3 -70-(;).:3 '6
WillAdministration lNo.. . . . . . . . . .Year ..'...
IN THE-)
MATTER OF THE APPRAISEMENT)v
OF THE
ESTATE OF
1
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MARTHA J.McNARY,a/k/a
....~~'rI:IA.oI~J}.N~.T::r:~.NI~.~A~X.
Deceased .
Late of .t.4~.~.q:r:911gl1-.q~.I:I~.~~~q1).
County of Washington..............................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
·Vd "00 N01~)NIHSVlA
S11lM .:.W H::J1SI03H
ON It!Vyq Tn s s nH
22 ~Ud ~2 no 2l.
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RCC-Bl (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
LEE I\..ARAGEORGE
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
In Re:Estate of _~_fAR__T_H_A_J_._~_1c_N_AR_Y_a_/_k_/a _
_'_'lA_S_H_I_NG_T_O_N County _File No.__6.:....J_-7.:-0_-_1..,.:2J=--O _
Dear SIR:
You are here by notifi ed th at the O_R_I_G~I"'NAL;:c~,--,..---....._........."""'-_t._r_----
appraisement in the estate of MARTHA J.McNARY ajkja
has been filed in the office of the Register of Wi lis of__~.:..::NA:.::S=H=I=N:.::G:.::T...:.O.:..:.N _
County on OC1'OBER 3]I ,19-22-,Said appraisement reflects the following
valuations:
Real Estate .,..--,.....,....,,--_
PersonaI Pro perty ---=-6~,6.:...;6.:...;6:.:.~J~5 _
Transfers ~_
Jointly Owned _
Tota I ~6~,6=6=6~.J.L.5L__
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 _O_C_T_O_EER__J_1_,_1_9_7_2 _
DATE OF DEATH:NOVEIvIBER 21,1970
Note':This is not a bi II.
R CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of McNARY,MARTHAJ.a/k/a
(Last Name)(First Name)(Initial)
DATE OF DEATH 11-21-70 FILE NO.63-70-1230
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of---.:W.::A.:.:S::.:H;::I~N.:.:G::...:T::..:O::.:N.::...-_
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules"A","B","C",and "E".
Dated:OCTOBER 31,1972
/REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,exce t as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",Ich great or lesser amount represents the sum
allow,d "'a d,ducHon.!_. ' .
Dated:OCT-3 1 1972 RUSSELL MARINO i\::~~=:J=:k l (M{~~
R'pGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED
$$---~..,....,...,....-I--6 666 5 6 666.
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
6,666,35
1:;919.69
6,666.35
VALUE AS R,EAPPRAISED
$---_--:..,---+--
FOR USE OF REGISTER ONLY
Tax on $--1__2%
Tax on $--1__6%
Tax on $----------1--5%
Tax on $~
Tax on $4,{.~15%"1
Exemptions========I==="""'-
Total Estate---------1---
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$----------4~-
$-------+--
$------,.,..,.,.,.---4,.........-$~..:.-{.(.l.:....:....::<::,.~IW__
$------_1---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---..J
AMOUNT OF ESTATE TAX ASSESSED $------.11-
Esta te tax paid $.,.....IL.-.
BALANCE DUE $----~~
Add interest at rate of 6%from t=
-------1to-----$-----~,
TOTAL TAX BALANCE $-----~PAID $--.J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
HARTHA J.McNARY a/k/a
Deceased
Late of
County of
HOUSTON
WASHINGTON
,;
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...
/
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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'/-.Dt:PARTM~~TOF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH 'OF PENNSYLVM.JIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ....Qg.~Q.~.~.)J.".....;h9..7?.............. .
COUNTY WA.$Hlf.'G...T.QN..
FILE NO 63.~70~12.3'O .
1\1:ARTHA J.McNARY a/k/a HOUSTONWhereas,late of .
in the County of Y.!.A~.~~.~9.T9.~,Commonwealth of Pennsylvania,having died on
the ?~.~~~day of ~9.~~1979.,seized and possessed of an estate
SUbj:e::;~~~~~=\Z~=~~t~.o:::::::::;~~IYappomted according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
PERSONAL
SEE COpy OF APPRAISffi1ENT ATTACHED
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Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
6.666.35
WASHINGTON County
,,.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....~TBA M9.NARx.9,/kl?,.
Deceased.
Late of
HOUSTON
Date of Death,.NQVEMI?~R 4J".)'9.7Q...
AppraisclIlel!t Docket Vol.,.3.$~..
Page,~?.7.:,:,:,.?.No §3.::'::7~~??.Q ..
Filed in Register's 0 ffice,QQ.'r..~.3JJ!19..7?:
Amount of tax due;$,..
DEPARTMENT OF REVENUE
Received,
Examined'.and.Approved,,:..
.Wrote abo.ut Appraisement,
Appeal j,.om Appraisement,,.
Entered and charged,:...
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,,-:c-n \6-67)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
J
APPLICATION DATE 6-27-72
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for consent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:Power Systems,Inc.)
(a)5 (b)West Penn Power Company (now Allegheny/(c)4 1/2 %Preferred
(NOTE:-In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
'and maturity date of registered bonds.)
ISSUED ON 1/21/41 ,and having a TOTAL MARKET VALUE OF $--=2:..;;.S.;;..5.:...;0;....;0~_
(Dato)Martha J.McNarya/k/a
as of the date of death of the decedent,Martha Jeanetta McNary ,on November 21.1970
(Nama of Docadont)(Date of doath)
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who was late of US East Pike Street
(Streot end Number)
Houston
(POGt OHico)
Washington
(County)
Pa.
(State)
';:".
The securities are registere~as fol!ows~~.~~~~~_M_a~r~t~h~a~J~._M~c~N~a~r~y~.~~~~~~~~~~~~
(Noms or neme:::In which certiflcote~are regilltered)
I ' "
ADMIN ISTRATO R)_.....=L~e:..:::e~K~a~r.:::::.a.s..g~eo;:;;:.·r~ge;..;e~---'"-1.:-.79~M~cl\~([~l~lr..;r-"'a;..;.y......wR~Q~a~d.1-,~P!....f;;.gbu..a.......Lp-'a.....'--....1.>.L5....2.:;1;41'"'-_
EXECUTOR)(Name)(AddrellS)
NAME OF APPliCANT Reed B.Day,Esq.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE June 29,1972
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid
COUNTY FILE NUMBER 63-7G-1230 ADDRESS OF APPliCANT PEACOCK,KELLER,YOHE &DAY
6§7-'7?,;East Be~./)
BUREAU FILE NUMBER 63-70-1230 SIGNATURE Of APPLICANT Was-hln t -h,Pa,153,'1.
NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS AP.pr(CA+foN,(IT w-i
CONSIDERED COMPLETE AND WILL BE RETURNED 10 YOU FOR COMPLETION.
Decedent and waive the filing of a certificate cer~ifying ~o the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1961,P.L.373,os amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
(Signature)
Register of Wills Washington
(Title)(County)
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...£),.0 0'I.....
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·~.~::\),~...fr'.~~:::
(Signature)•.ft·,
I am the attorney of record for the es-
tate or the transferee shown on the
front of thip fn~.T no nprpby person-
13.11;V ~lPr"''''+~1"'01-1-"1"(>''''''''''+.:-:;+hi.n the
L I'me.i"j""''',..~yo'"h:.,.l 1",1p":f"o {'"''''1)"''''nny'I-t IJ -,I'..•.JJ .~)t
\vania.~r'lnC'~~+.-,.~,r 4.("1""ICO""'!,..,•."";~-h """",,=,r1ue
i 6n t.he 4.".('.";.,:-r.tJ -"~..1 r - , ;'"ted
f hereor.fc Y'"'hi r::h 1.1 ('on:.:8n t to tL'ansfer
:is granted.IJu~.~'1,!~~~
(Date)
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