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Home My WebLink AboutOC1971-0013 - ESTATE OF MORTON:.J q-v Qhllttlttu1twrultll uf prtttt11yluultiu,~111i: IItUi~iltgtl1lt Q!U1tltty,\ .'.~:".-( j-". KNOW ALL MEN BY THESE PRESENTS:vVhereas,at Washington,in the County afore,said J , I, ! on the 5th.day of January A.D.'1971 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of George he iI.Morton,A/K/A Georgene Holme s Morton,A/K/A Georgene Y.Morton late of City of Wa shing t on in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and- Mellon National Bank and Trust Company the Executor in said W~and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,'do grant these LETTERS TESTAMENTARY,unto the said Mellon National Bank and Trust Company committing unto it the administration of all and singular the goods and chattels,rights and credits, which were of said deceased,and requiring 1t to exhibit-a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this, ,Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my han9.and the seal of said -Office at Washington,this 5th. day of January in ·the year of our Lord one thousand nine hundred and Seventy .one •1"' .,. I... ,, • • r io !i>I~:(1)10io:(1)~~ilj 10:()Q :'1 ~10 i(1)lJQ :::i::S :(1)1(1)i(1)i::s ~io it)~:Ij i~l:nioQ:0 ·i~PI Gl:(1)i~i·(fJ -I!~is )0 ~:(1)i15:-I l:nr.ico io PI ...:i'1 0 ~i~f15:lei""TI -io fo io :=ilj ilj i::S ~:c1":ei"'"a=0 io i> j.i&;t =::s ~~j !r +-t, ~.=i I:i iiii ",~/~. ! I, j I1 !.J'} t~.· r! i· t ".; .--....-.,-..:.-,.~-.:;..-~.--_..,....... '. ...,,"-;-"-:--..-.---"-'"-.-"":•'...-.;..0.....'........:••_~."..._•••••• ", .",."..' "'~. ...•.:.. 'j I j Ij .~, .~ 1 ;..:·1·., 1 tij I I,GEORGENE H.~ORTON,also known as GEORGENE HOLrYlES MORTON or GEORGENE Y.MORTON,of the City of Washington,Washington County,Pennsylvania,do make this my Will,hereby revoking any and all Wills at any time heretofore made by me. 1 A***WILL ****... ~.j FIRST:(A)I direct that I be buried in my father's lot,the GEORGE Y.HOLMES plot in CLAYSVILLE CEMETERY,and that the expenses of my last illness and funeral be paid from my es- tate as soon as may be convenient after my death."I have already purchased a marker for my grave,similar to that for my deceased husband,A.GRANT MORTON,from the KURTZ MONUMENT COMPANY,Wash- ington,Pennsylvania;the receipt is in my lock box. (B)I give the sum of-TWO THOUSAND ($2,000)DOLLARS to the CLAYSVILLE CTh~ETERY ASSOCIATION for the perpetual care of said plot,including the decoration-of the graves therein on each Memorial Day. ee)I give the sum of FIVE HUNDRED ($500)DOLLARS to the BEALLSVILLE CEMETERY ASSOCIATION for the perpetual care of the ." 'JOHN MORTON plot in its cemetery. SECOND:Except as I may have provided in a memoran- dum signed by me and attached to my copy of this Will,I give to my sister,MARGARET HOLMES BURNS,and my friend,.HELEN ELIZABETH PLANTS KELSO,if they survive me,so much of my household effects and personal effects as they may each select;any of my tangible personal property not so distributed shall be sold and the proceeds distributed as part of the rest of my estate • l-1 • F......·-~..··_,..._·_·_·..-...·_·,.._·..-#·_··,..--~.- .' ., ...., .L THIRD:I give to my si,ste~,MARGARET HOLMES BURNS, ,..,r ,' HOLMES,'and any policies of insurance thereon.."~;~':"~,....". ,;., ! •.t, r ,.' FOURTH:I give the following sums as indicated: .-~t-- (A)FIFTEEN THOUSfu~D ($15,000)DOLLARS to my sister, MARGARET HOLMES BUI.lliS,if living;. ,,(B)FIFTEEN THOUSAND ($15,000)DOLLARS to HELEN ELIZABETH PLANTS KELSO and JAMES L.KELSO,as tenants by the entireties,or to'whichever of-them survives me; (C)FIFTEEN HUNDRED ($1,500)DOLLARS to my friend, CAROLINE MEYERS,of 795 Allison Avenue,Wash- ington,Pennsylvania,if she survives me,in appreciation of her many kindnesses to me; (D)FIFTEEN HUNDRED ($1.,500)DOLLARS to my cousin, JE~~E DeFRfu~CE,o~Claysville,Pennsylvania, if she survives me,in appreciation of her many kindnesses to me; (E)ONE THOUSAND ($1,000)DOLLARS to my friend, REBECCA WHEATLEY,of 126 Hall Avenue,Wash- ington,Pennsylvania,if she survives me,in appreciation of her kindness to me; -~.(F)ONE THOUSAND ($1,000)DOLLARS to my friend, MRS.R.E.DOZER,of Allison Avenue,Wash- ington,Pennsylvania,if she survives me,in appreciation of her kindness to me; (G)FIVE THOUSAND ($5,000)DOLLARS to the HELEN ,\'E.HOLMES MISSIONARY CIRCLE of the CLAYSVILLE ,n''./ -2- • '. ! i . , .I . .•'f.<.'-.\ .--'~" - -~·-I:-··· PRESBYTERIAN CHURCH,the income therefrom to be used annually by the Missionary Circle for r . its general purposes;.'~~. '.,/..~ ..- (H)FIFTEEN THOUSAND ($15,000)DO LLARS ·to the ,. CLAYSVILLE PRESBYTERIAN CHURCH as a memorial to the memory of my deceased parents,GEORGE Y.HOLMES and MARY ELIZABETH HOLMES,my-de- ,ceased sister,r-.1ARY GAMBLE HOLMES,my deceased ..husband,A.GRANT MORTON ,and me,GEORGENE Y. MORTON; (Il FIVE HUNDRED ($500)DOLLARS to the MISSIONARY . SOCIETY of the INGRAM PRESBYTERIAN CHURCH, L . Ingram,Pennsylvania,in memory of my husband's deceased parents,MR.and MRS.SAMUEL MORTON; (J)FIVE HUNDRED ($500)DOLLARS to the SALVATION ARMY for use in the Washington,Pennsylvania area in memory of my husband's deceased uncle, CHARLES L.MORTON. ., 1 ,i "I I,! .~,1 ~.j " ;..!'i • \lt'1. ;, ; !. FIFTH:All the·residue of my estate I give to MELLON NATIONAL BANK AND TRUST COMPANY to hold IN TRUST in the manner set forth below. (A)The Trustee shalt invest and reinvest this Trust Estate'and shall distribute the net income (hereinafter called "Income")and principal as follO\'1s: (1).50 long as either of them is living~the Trustee shall pay from Income and,if the Income is insufficient, from principal an amount equal to five (5%)~er cent of the net fair market value of the principal as of the beginning of each year,in quarter-annual or other convenient installments,to or -3.. .I ,,, '\I"; .',-,-.....-._.....~.-....--_._-,...~--_.-_._--..-.-.- . I .:'. .~ .. .. .-_.--...-_.....--_... for the benefit of my sister,MARGARET BOUIES BURNS,and 'my friend, HELEN ELIZABETH PL~~TS KELSO,in equal shares;and after the death of one of them her share shall be paid to the BOARD OF HO~lE MIS-., ,""" SIONS of the UNITED PRESBYTERIfu~CHURCH OF NORTH'AMERICA.Any .1 .Ca)THE GIDEONS,INTERNATIONAL,2900 Lebanon ',,- Road,Nashville,Tennessee; (b)WASHINGTON COUNTY BRANCH,PENNSYLVANIA ASSOCIATION FOR THE BLIND; (c)SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPLED CHILDREN AND ADULTS,INC.; (d)YOUNG MEN'S CHRISTIAN ASSOCIATION, .Washington,Pennsylvania,.in memory of my deceased husband,A~GRANT MORTON; (e)BOARD OF HOME MISSIONS of the UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA; ·(f)WASHINGTON CITY MISSION,INC.,Wash- '., I, i ! !I f ~~ f, .: ington,Pennsylvania. (B)The interest.of any beneficiary hereunder, incl~ding a remainderman,~n Income or principal,shall not be subject to assignment,alienation,pledge,attachment or claims of creditors until after payment has actually been made by the Trustee as hereinbefore provided. (C)The Trustee hereunder shall have the following powers,in addition to and not in limitation of those granted -4- .;..~••".....,~~-...-_.".-.....-.-_..........,"e""-.....~.......-_.----:'..."...,..._........._.......~~~_......~...._.-."-,,.~••,' " ; ~l.'!....~,#••~:,,';.'~:_I ••0,",•A'......~...0_...._..... ).....'..I',}; ..~ t':"4,,-.'·'1 ~ • I,:. by law:to accept assets in kind in distribution from my es- tate;to collect proceeds of insurance on my life and to use such proceeds to purchase assets from my estate;to retain ass~ts in kind,including shares of its o~n corporate stock, or to sell the same and to invest and reinvest the proceeds and any other cash in any kind of property,real or personal, or part interest therein,without being restricted to invest- .ments which are lis ted as Iegal for trus t funds;to pledge, exchange or mortgage real or personal property and to lease the same for terms exceeding five (5)years;,to give options forJ,ales,leases and exchanges;to borrow money;'to compro- mise claims;to vote shares of corporate stock,in person or by proxy,in favor of or against management proposals,except that the Trustee shall vote shares of its .own corporate stock only as directed by'a competent adult Income beneficiary of the trust in which said shares are held;to carry securities in the name of a nominee;to make division or distribution hereunder either in cash or in kind;and to allot'different kinds'of or ,interests in property to different shares.The Trustee shall not : engage in any act of self-dealing,as defined in section 4941(d) of the Internal Revenue Code,shall not retain any excess busi- "ness hoidings,as defined in section 4943 (c),shall not make'any .. investments in such manner as to subject the Trust Estate to tax ,under section 4944 and shall not make any taxable expenditures as defined in section 4945(d)•.The references to specific sections of the Code shall include any corresponding provisions of sub- sequent Federal tax laws. CD)The Trustee may re?ign at any time,without stating cause,by petitioning a court of competent jurisdiction to designate and appoint a successor corporate Trustee.In case .. -5- j ,I ! "I.-~;------ ....". , I J. .'..,0'I..,:f I :'.'....'.:.;.')~":'..'..,..',~.:~'..'.t"".;..:....... ,., ,,~_li •_':~ '.".':,i.'....z.~~- .,--.,;....-".-..'.-,._---------------~..--".-.....-_....._.......__"~..':'9'.'_.-"_.-".-._---..-n -.'..-••-., o~the merger or consolidation of the Trustee,the resultant '.company shall become successor Trus tee hereunder wi thout notice to any party. (E)The Trustee shall be entitled to receive annual compensation for its services hereunder in accordance with its schedule in effect \'I'hen th.e services are performed,but not in excess of such compensation as would be approved by a court of competent jurisdiction. -- r.-SIXTH:I appoint MELLON NATIONAL BANK-AND TRUST '~~-r '.j f COMPANY Executor of this my Will,giving to my Executor the same - powers as are hereinbefore given to my Trustee,including the right to distribute my securities or other property in kind. No bond shall be required of any fiduciary hereunder in-any jurisdiction. SEVENTH:I direct that all estate,inheritance and other taxes in the nature thereof,together with any interest and'penalties thereon,becoming payable because of my death with. r!3spect to the property constituting my gross estate for death tax purposes,whe'ther or not such property passes under this Will, shali be paid from the principal of my residuary estate;and no person receiving or having a beneficial interest in any such property,whether under this Will or otherwise,shall at any .time be required to contribute to or refund any part thereof. I At any time prior to the vesting'of a future interest in pos- session and enjoyment,my Executor or the Trustee to whom my residuary estate has been distributed shall have the discretion to elect to prepay all or any part of the death taxes thereon, -6"; "~ -i: ;! , ,t' ...."<0 .... J 'and such election shall be binding upon all parties inint~rest. !. .....~~..~.;.~ .........._••_~........~............~.---.__-._~._....'.~.__••__:__-••_"'J> ....·r ....T "Ii.";~....• ......~.'..... I~'.-',. IN WITNESS WHEREO~,I h~ve hereunto set my hand and seal this 'JCI.day of ~z:ctC,,-'2-,'"19.,za.o .-~..,.................--.-.-.......-....~----_....----- Signed,sealed,published and declared by GEORGENE H. MORTON,also known as GEORGENE HOLMES MORTON or GEORGENE Y.MORTON, the Testatrix above named,as and for her Will in the presence of us,who,at her request,in her presence and in the presence of each other,have hereunto subscribed our names as witnesses hereto. II II .j ) ,I :1 :i ,, • j,l 7 ..'. • Address:--~_~~~;.;::;:.:..:z::..--:;.--:;........._ I I J i ~j .J "j :j :j ..J iI.~l '.:,......' ,.;'.'.',1 -..7-,.. l~ .WASHKNGTON" ~NO.63-71-13 "IN THE COURT OF COlViMON PLEAS OF COUNTY,PENNSYLVANIA "'~::'...'.',";;.".:, i".., ~ii"':';':,:-v~;4.:'':';;',~-::;-;:;:';~;:;-'-v:''~.----.;:....~;. ~,. ESTATE OF GEORGENE H.MORTON, ALSO KNOWN AS GEO~GENEHOLMES MORTON, ALSO KNOWN AS GEORGENE Y.MORTON,DECEASED ;. FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR .j ="; BALANCE DUE -$173,521.35 "'.";.:~i~,."."'...:.t:....~'-:_''-<''~~...:3."":' 15301 -'. ~---_.- -_.:......:..._~,_.........::::.:._::..._.,.--.--'------- l- i:;;:J:. .<; ~.·E I¥if~~~'";S ! I.~ ......$!a§'~o.I "0 OJ~.-~r~Ii§:~! ~~ :g !m~~~ I ~I ':1;;~~,~.i::~1j' i!1 ~:~£~ if !~,i ;tic;:£;; .-{!j e'~l;'0 ~.;:;,..Jl....I"t;;;~~.7.jj ..".,~~1i i1i~.~~~~16 ~...~ is·a"'-:Ii. ~ $,.l;:,.1:..tt:.&;-, ~j; .' Dt(T'l.5 cr f3 ~~ •rJOIJlJUl:J!lUOD .4. un(,.:)8',';',I!-"'~O«Hlfe"']It.fi0()i!V ~{;ij!;;.J'Jr.',:3lJ.';~I! )J # JONATHAN ALLISON,Esquire '::'c~-.~",,,,;, Schmidt and Allison Attorneys-at-law Washington Trust Building Washington,Pennsylvania //P7;:;:efl;;h;;:~~~~~:- 101'oenfirmatltM.~'~QJL~oJi...~ ~;:{fi-.:.;:;"71~ffl :i!3 I"V~*:>"e -.....-ci:<:.",;;r ~ItrQnd~~-.v)~".r--;;;Z -..;~.)T..,.,<'l'l Tn"~:.l .:f hI :;-..:;"4,--m;.....,if".-•_'FFee.-0 y r-~",:'. :=i!::C>_'t:!J .7j ,,'i:.~'!o>Filed g ;:.c}""-;;';;:2 I:; -0'-2;: {J '0 ~thtlif.laJB!1NJth ~~•.._~~_._------ow...._~~ ..~~ " ir·. ~ ,; -':j. ..' " <.-, AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON (P'J-7/-/3 I {J Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the es tate of GEORGENE H.MORTON,A /K/A GEORGENE HOLMES MOR TON and GEORGENE Y.MORTON,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of GEORGENE H.MORTON,A/K/A GEORGENE HOLMES MORTON,and GEORGENE Y.MORTON,deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each,.item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this ·c:·~I (et£day of 'rf,"OO'::t2o~~~1L----'1972 Ai'iieW.0 tt TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of GEORGENE H, MORTON,A/K/A GEORGENE HOLMES MORTON and GEORGENE Y.MORTON, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of GEORGENE H.MOR TON,A/K/A GEORGENE HOLMES MOR TON and GEORGENE Y.MORTON,Deceased,late of 248 North Franklin Street,Washington County,Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Cash Mellon National Bank and Trust Company Washington Office Checking Account No.475-7473 Balance 12/30/70 Savings Account No.61-1043 Balance 12/30/70 $177.75 17,161.14 17,469.87 ,I •.• Mellon National Bank and Trust Company (Washington Office) 5%Income Certificates $4,000.00 $4,000.00 $1,000.00 $7,000.00 $4,000.00 Dated May 6,1969 Due May 6,1979 Dated May 12,1969 Due May 12,1979 Dated October 15,1969 Due October 15,1979 Dated November 6,1969 Due November 6,1979 Dated November 18,1969 Due November 18,1979 @100.00 @100.00 @100.00 @100.00 @100.00 $4,000.00 4,000.00 I,000.00 7,000.00 4,000.00 Brookline Savings and Trust Company Savings Account No.793 Balance 12/30/70 First Federal Savings and Loan Association of Washington Savings Account No.S-3752 Pittsburgh National Bank Savings Account No.83 -2052 02 Mellon National Bank and Trust Company Trustee under Deed of Trust Dated December 22,1970 Deposit of initial asset of trust which was never activated Commonwealth of Pennsylvania Treasury Department Retired Teachers benefit checks 6,352.30 16,134.53 12,933.99 30,000.00 244.68 Treasurer of the United States Reimbur sement of 1970 Income Tax overpayment Social Security lump sum death benefit $290.73 255.00 545.73 Pittway Corporation Proceeds sale of fractional interest in a share of Common Stock resulting from 3%stock dividend payable 12/29/70 $ Dividend payable 12/15/70 3.21 O.60 3.81 Washington County Schools Retirement Benefits - 2 - 163.65 R.A.Walker Balance held by Ag.ent for property situate 150 and 162 Ingram Avenue Standard Gas and Electric Company Final distribution at a rate of 27.6 per share for five shares I Blue Cross of Western Pennsylvania Refund of unearned premium Pittsburgh National Bank Surrehder of Safety Deposit Box and return of lost key Guideposts As sociates,Incorporated Refund on unexpired portion of subscription .The Readers Digest Association Refund of subscription price and payment Employers Commercial Union Insurance Company Refuhd of unearned premium $522.68 1.38 30.60 4.20 1.00 6.60 41.00 $100.00 The Greater Canonsburg Industrial Development Corporation (Pennsylvania) 2%Subordinated Debenture Series A Dated February 1,1960 Due February 1,1985 Accrued interest from 8/1/70 to @ 50.00 12/30/70 50.00 0.83 $5,000.00 Western Pennsylvania National Bank (Houston Office) 5%WPNB Savings Income Bond Dated May 17,1966 Due May 17,1971 @100.00 The United States of America Savings Bonds,Series E 5,000.00 $ $ $ 25.00 50.00 25.00 Dated March 1,1950 Due March 1,1980 Dated March 1,1950 Due March 1,1980 Dated May 1,1950 Due May 1,1980 - 3 - 37.92 75.84 37.92 $25.00 The United States of America Savings Bonds,Series E Dated June 1,1950 Due June 1,1980 $38.16 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $.25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 Dated August 1,1950 Due August 1,1980 Dated October 1,1950 Due October 1,1980 Dated December 1,1950 Due December 1,1980 Dated February 1,1951 Due February 1,1971 Dated April 1,1951 Due April 1,1971 Dated June 1,1951 Due June 1,1971 Dated August 1,1951 Due August 1,1971 Dated October 1,1951 Due October 1,1971 Dated November 1,1951 Due Novem.ber 1,1971 Dated January 1,1952 Due January 1,1972 Dated March 1,1952 Due March 1,1972 Dated May 1,1952 Due January 1,1972 Dated July 1,1952 Due March 1,1972 Dated September 1,1952 Due May 1,1972 Dated Novem.ber 1,1952 Due July 1,1972 Dated December 1,1952 Due August 1,1972 - 4 - 37.23 37.23 37.50 36.47 36.47 36.72 35~83 35.83 35.83 35.20 35.20 35.06 35.14 35.14 34.43 34.51 -- The United States of America Savings Bonds,Series E $25.00 Dated February 1,1953 Due October 1,1972 $34.51 $25.00 Dated April 1,1953· Due December 1,1972 34.62 $25.00 Dated June 1,1953 Due February 1,1972 33.91 $25.00 Dated August 1,1953 Due April 1,1973 33.91 $25.00 Dated October 1,1953 Due June 1,1973 34.00 $25.00 Dated December 1,1953 Due August 1,1973 33.33 $25.00 Dated February 1,1954 Due October 1,1973 33.33 $25.00 Dated April 1,1954 Due December 1,1973 33.42 $25.00 Dated May 1,1954 Due January (,1974 32.68 $25.00 Dated July 1,1954 Due March 1,1974 32.75 $25.00 Dated September 1,1954 Due May 1,1974 32.75 $25.00 Dated November 1,1954 Due July 1,1974 32.12 $25.00 Dated December 1,1954 Due August 1,1974 32.19 $25.00 Dated March 1,1955 Due November 1,1974 32.19 $25.00 Dated May 1,1955 Due January 1,1975 31.58 $25.00 Dated July 1,1955 Due March 1,1975 31.66 $25.00 Dated August 1,1955 Due April 1,1975 31.66 - 5 - $25.00 The United States of America Savings Bonds,Series E Dated October 1,1955 Due June 1,1975 $31.74 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $5,000.00 $1,000.00 $5,000.00 $1,000.00 Dated December 1,1955 Due August 1,1975 Dated February 1,1956 Due October 1,1975 Dated March 1,1956 Due November 1,1975 Dated May 1,1956 Due January 1,1976 Dated August 1,1956 Due April 1,1976 Dated October 1,1956 Due June 1,1976 Dated November 1,1956 Due July 1,1976 Dated January 1,1957 Due September 1,1976 Dated March 1,1957 Due February 1,1976 Dated May 1,1957 Due April 1,1976 Dated July 1,1957 Due June 1,1976 The United States of America Savings Bonds,Series H Dated November 1,1953 Due July 1,1973 Dated April 1,1958 Due April 1,1978 Dated June 1,1959 Due June I,1979 The United States of America 2 1/2%Treasury Bond of 1967 -72 Dated November 15,1945 Due December 15,1972 @ 94.50 Accrued interest from 12/15/70 to 12/30/70 - 6 - 31.13 31.13 31.13 31.03 31.10 31.14 30.47 30.64 31.07 31.07 31.24 5,000.00 I,000.00 5,000.00 945.00 1.03 38 Shares 6 Shares Duquesne Light Company (Pennsylvania) Common Stock ($1.00)@ 24.125 Dividend of $0.41 1/2 per share payable 1/1/71 to stockholders of record 11/25/70 The Granby Mining Company,Limited (British Columbia) Capital Stock ($1.66 2/3)@ 21.00 $916.75 15.77 126.00 62 Shares Gulf Oil Corporation (Pennsylvania) Capital Stock (No Par)@ 32.1875 1,995.63 40 Shares 15 Shares Kraftco Corporation (Delaware) (Formerly National Dairy Products Corporation) Common Stock ($2.50)@ 41.3125 Metropolitan Edison Company (Pennsylvania) 3.90%Cumulative Preferred Stock ($100.00)@ 52.75 Dividend of $0.97 1/2 per share payable 1/1/71 to stockholders of record 12/4/70 1,652.50 791.25 14.62 40 Shares G.G.Murphy Company (Pennsylvania) Common Stock ($1.00)@ 25.1875 1,007.50 46 Shares Pacific Gas and Electric Company (California) Common Stock ($10.00)@ 34.75 1,598.50 Dividend of $0.37 1/2 per share payable 1/15/71 to stockholders of record 12/24/70 17.25 204 Shares Pittsburgh National Corporation (Pennsylvania) Common Stock ($10.00)@ 68.875 14,050.50 Dividend of $0.70 per share payable 1/5/71 to stockholders of record 12/18/70 142.80 4 Shares Pittway Corporation (Pennsylvania) (Formerly Pittsburgh Railways Company) Common Stock ($0.50)@ 29.9375 119.76 k& 6 Shares Republic Corporation (Delaware) Common Stock ($0.50) - 7 - @ 8.9375 53.63 20 Shares 239.834 Shares Union Carbide Corporation (New York) Common Stock ($1.00) Wellington Fund,Incorporated (Delaware) Common Capital Stock ($1.00) Jewelry Coins and Paper Money Hous ehold Goods @ 34.8125 @ 12.35 $696.25 2,961.95 150.00 237.59 2,752.46 Insurance Company of North America Refund of unearned premium on Homeowner s Policy No.HC577733 Commercial Union Insurance Company Refund of unearned premium on Policy No.l3lLM476249 Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA PARCEL I 16.00 4.00 $169,809.61 ALL that certain lot or parcel of ground being the Southern thirty-four (34)feet of LOT NUMBER FIVE (#5),"Harry Shirls Addition to Washington,Pennsylvania", as shown in Plan Book No.1,page 93.Recorder's Office of Washington County,Pennsylvania. Subject to the following covenant which is to run with the land,viz:"that the parties of the second part will not drill or permit to be drilled on the premises herein mentioned and described,any well or wells for the development of petroleum oil or natural gas." HAVING erected thereon a two story brick house and garage. BEING the same premises conveyed to A.Grant Morton and Georgene Y.Morton,his wife,by deed of Emma A.Olds,unmarried dated August 10,1931,of record in the Recorder I s Office of Washington County, Pennsylvania in Deed Book 580,Page 93.The said A. Grant Morton died November 22,1968 whereupon title to the entire premises vested in his widow,the said Georgene Y.Morton.$13,000.00 -:-8 - ''-' PARCEL II ALL that certain lot of ground situate on Main or Lawrence Street in the Borough of Claysville,Washington County,Pennsylvania being one -half of Lot No.22in the General Plan of said Borough. Having erected thereon a five room frame dwelling. BEING the same premises devised to Georgene Holmes Morton by her mother,Mary Elizabeth Holmes,a/k/a Mary E.Holmes,who died testate December 23,1951,and whose will is of record in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 78,Page 59,the certification of said real estate to the Recorder of Deeds is of record in Deed Book 852 Page 415 (wherein the recital of title for the premises at No.128 Main Street was erroneouly given as Deed Book Volume 143,Page 454, whereas the same should correctly have been set forth as Deed Book Volume 443,Page 668).$lO,400.00 PARCEL III ALL thos e certain lots or pieces of ground situate in the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania being lots Nos.124 and 125 in a certain plan of lots called "West Ingram'! of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania in Plan Book Volume 17,pages 4 and 5. HAVING erected thereon a two-story frame dwelling house known as 150 Ingram Avenue. BEING Block 69-C,Lot 20. BEING the same premises conveyed at No.1 in deed of Albert G.Morton to himself and his wife, Geor gene H.Morton,dated December 29,1953 of record in the Recorder 1s Office of Allegheny County, Pennsylvania,in Deed Book Volume 3465,Page 297. As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 1 07,Page 70,the said Albert G.Morton died November 22,1968.$12,500.00 PARCEL IV ALL thos e certain lots or pieces of ground situate m the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania,being Lots Nos.10 and 11 in a certain plan of lots known as "West Ingram" of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania,in Plan Book VoL 17. pages 4 and 5. - 9 - ..,)--' HAVING erected thereon a two-story frame dwelling house and one-car steel garage,known as 162 Ingram Avenue. BEING Block 69-C,Lot 36. BEING the same premises conveyed at No.II in deed of Albert G.Morton to himself and his wife, Georgene H.Morton,dated December 29,1953 of record in the Recorder's Office of Allegheny County, Pennsylvania,in Deed Book Volume 3465,Page 297.As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 107, Page 70,the said Albert G.Morton died November 22,1968.$9,000.00 Total Real Estate Appraisement RECAPITULATION Total Personal Property Appraisement Total Real Estate Appraisement Total Appraisement MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None -10 - $44,900.00 $169,809.61 44,900.00 $214,709.61 oZJJ3 ~~-7/-/3 INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF GEORGENE H.MOR TON, A/KIA GEORGENE HOLMES MOR TON, and GEORGENE Y.MORTON, """""r"'%.~: ,....~c..,_.'~ r--'''''>I.~ !~;f"'1 iI t .f t=J........"'"";J 'l;.i· C-..=:l!: :::0 '''''0"- =E :::0 ~i;hr~e~sed l""'..>en •G)c:::::::c -:-(i')Z ~(;)~~~~~ "":"I'"I'::=-:'...e..:--r1 "":':...,.. C)..,.:'~o ~~:t:r=~-or-:a:=Filed J>en 0 • ,1972 '<:> Attorney:Jonathan Allison,Esquire '0 Address:SchIT1idt &Allison Washington Trust Building Wash ington;rfennsy1vania 1.~6-Y~1 ~¥77 f\\~._~J{:f',t,J i' V~\ 15301 ." j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT 'DIVISION NO.63-71-13 ESTATE OF GEORGENE H.MORTON, ALSO KNOWN AS GEORGENE HOIMES MORTON, ALSO KNOWN AS GEORGENE Y.MORTON,DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST Crn,PANY EXECUTOR r July 17.1972 S U M M A R Y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 9 $170,069.21 ~Amount transferred from Principa1- Realty to consolidate 30.335.00 $200,404 21 Disbursements Page 13 45.719 58 1 ~ Balance $154,684 63 SCHEDULE "B" INCOME-PERSONALTY Receipts Page 16 $9,156.20 ~Amount transferred from Income- Realty to consolidate 343.94 $9,500 14 ',. .f Disbursements Page 17 1.063 42 V "c-,-.Balance 8,436 72 SCHEDULE "c" PRINCIPAL-REALTY II Receipts Page 18 $44,900 00 pisbursements Page 19 $4,165.00 Amount transferred to Principa1-001/Personalty to consolidate 30.335.00 34.500 V Balance 10,400 00 ,....;"SCHEDULE "0" INCOME-REALTY .; Receipts Page 20 $1,376 45 Disbursements Page 22 $1,032.51 Amount transferred to Income- 45 1Personaltytoconsolidate343.94 1.376 Balance 000 00 I NET BAlANCE $173,521 35 DVM:aat j The balance consists of the following: PRINCIPAL-PERSONALTY Stocks: Gulf Oil Corporation 62 shares Capital Kraftco Corporation 40 shares Connnon G.C.Murphy Company. 40 shares Connnon Pacific Gas and Electric Company 46 shares Connnon Pittsburgh National Corporation 408 shares Capital Temporary Investments and Deposits: CIT Financial Corporation Demand Note Connnercial Credit Company Demand Note Ford Motor Credit Company Demand Note General Electric Credit Corporation Demand Note General Motors Acceptance Corporation Demand Note $1,995 63 1,652 50 1,007 50 1,598 50 14.050 50 $11,000 00 26,000 00 20,000 00 17,000 00 2.000 00 $20,304 63 76,000 00 Miscellaneous: Coins and Paper Money delivered (See Exhibit No.1 Page 23) Household Goods delivered (See Exhibit No.1 P~ge 23) Jewelry delivered (See Exhibit No.1 Page 23) Cash advanced (See Exhibit No.1 Pages 23 and 24) Cash on hand FORWARD - 2 - $237 59 2,752 46 150 00 3,140 05 $53,500 00 1.739 95 55 239 95 $154,684 63 BROUGHT FORWARD INCOME-PERSONALTY Cash on hand PRINCIPAL-REALTY Real Estate situate 128 Main Street,Claysville,Washington County, Pa.,Possession delivered to Margaret Holmes Burns (See Exhibit No.2 Page 25) - 3 - $154,684 63 8,436 "72 10 400 00 $173,521 35 SCHEDULE "AII PRINCIPAL-PERSONALTY $2.00 1.00 1972 Jan.17 Receipts Inventory filed To reduce inventory by carrying value of Brookline Savings and Trust Company,Savings Account No.793 from $6,352.30 to $6,304.91, difference being interest due 1/21/71 erroneously included for inven~ory purposes To increase inventory by interest on $100.The Greater Canonsburg Industrial Development Corporation,2%Subordinated Debenture,Series A,dated February 1,1960,due February 1,1985, as follows: Interest due 2/1/70 Additional accrued interest to 12/30/70 $169,809 61 47 39 3 00 $169,765 22 1972 Jan. 1971 Feb. May Additional Asset 12 R.A.Walker Insurance Agency: Refund of unearned premium on the following: Fire Policy No.E-Pl1753-29 of Employers Commercial Union Insurance Company $52.00 Liability Policy No.131LM476249 Commercial Union Insurance Company 3.00 Premiums paid by decedent Exchange of Assets and Stock Splits 25 Received $1,000.United States of America Treasury Bond,2.50%of 1967-72, dated 11/15/45 $945.00 in exchange for: $1,000.United States of America Treasury Bond,2.50%,dated 11/15/45,due 12/15/72 945.00 25 Received 204 shares Pittsburgh National Corporation,Capital Stock,in payment of.a 2 for 1 split on 204 shares held of record 5/20/71.Original 204 shares retained as part of the split. $000 00 000 00 55 00 000.00 1971 Feb.8 Gain on Sale or Redemption of Assets Net proceeds sale 38 shares Duquesne Company,Common Stock at 25.125 Carrying value Light $932.90 916.75 $16 15 18 Net proceeds sale 4 shares Pittway Corporation, Common Stock at 32.875 $122.29 Carrying value 119.76 FORWARD - 4 - 2 53 $18 68 $169,820 22 $18 68 1971 Feb.18 BROUGHT FORWARD Net proceeds sale 20 shares Union Carbide Corporation,Common Stock at 44.25 $864.20 Carrying value 696.25 167 95 $169,820 22 1971 Mar. 25 Net proceeds sale 6 shares Republic Corporation, Common Stock at 9.875 $53.75 Carrying value 53.63 Conversion of Assets Without Gain or Loss 10 Proceeds sale $50,000.Ford Motor Credit Company,Demand Note at 100.$50,000.00 Carrying value 50,000.00 10 Proceeds sale $3,000.General Motors Acceptance Corporation Demand Note at 100.$3,000.00 Carrying value 3,000.00 25 Proceeds sale $11,000.General Motors Acceptance Corporation Demand Note at 100.$11,000.00 Carrying value 11,000.00 12 $000 00 000 00 000 00 186 75 Apr.1 Proceeds redemption $1,000.United States of America Savings Bond,Series "H",dated 4/1/58, due 4/1/78 at 100.$1,000.00 Carrying value 1,000.00 000 00 May 7 Withdrawal of principal balance on deposit in Savings Account No.61-1043 at Mellon National Bank and Trust Company, Washington Office $17,469.87 Carrying value 17,469.87 000 00 7 Withdrawal of principal Savings Account No.793 and Trust Company Carrying.value balance on deposit in at Brookline Savings $6,304.91 6,304.91 000 00 17 Proceeds redemption $5,000.Western Pennsylvania National Bank,5%Savings Income Bond,dated May 17,1966,due May 17,1971 at 100.$5,000.00 Carrying value 5,000.00 27 Proceeds sale $7,000.General Electric Credit Corporation Demand Note at 100.$7,000.00 Carrying value 7,000.00 FORWARD - 5 - 000 00 000 00 $000 00 $170,006 97 BROUGHT FORWARD $000 00 $170,006 971971 June 1 Proceeds redemption $5,000.United States of America Savings Bond,Series "H",dated 6/1/59, due 6/1/79 at 100.$5,000.00 Carrying value 5,000.00 000 00 July 1 Proceeds redemption $5,000.United States of America Savings Bond,Series "H"dated 11/1/53, due 7/1/73 at 100.$5,000.00 Carrying value 5,000.00 000 00 Dec.22 Proceeds sale $4,000.General Motors Acceptance Corporation Demand Note at 100.$4,000.00 Carrying value 4,000.00 000 00 1972 Feb.1 Proceeds redemption of $1,250.United States of America Savings Bonds,Series "E"Registered, less increment credited to income,as follows: Maturity Redeemed Net Value Dated Date Rate Proceeds $25.3/1/50 3/1/71 $155.84 $37.92 50.3/1/50 3/1/71 155.84 75.84 25.5/1/50 5/1/71 155.84 37.92 25.6/1/50 6/1/71 157.20 38.16 25.8/1/50 2/1/71 153.00 37.23 25.10/1/50 4/1/71 153.00 37.23 .25.12/1/50 6/1/71 154.52 37.50 25.2/1/51 2/1/72 158.80 36.47 25.4/1/51 4/1/72 150.40 36.47 25.6/1/51 6/1/71 151.88 36.72 25.8/1/51 2/1/71 147.24 35.83 25.10/1/51 4/1/71 147.24 35.83 25.11/1/51 5/1/71 147.24 35.83 25.1/1/52 7/1/71 148.56 35.20 25.3/1/52 3/1/71 144.56 35.20 25.5/1/52 7/1/71 147.96 35.06 25.7/1/52 3/1/71 144.32 35.14 25.9/1/52 5/1/71 144.32 35.14 25.11/1/52 7/1/71 145.24 34.43 25.12/1/52 2/1/71 141.68 34.51 25.2/1/53 4/1/71 141.68 34.51 25.4/1/53 6/1/71 142.52 34.62 25.6/1/53 2/1/71 139.12 33.91 25.8/1/53 4/1/71 139.12 33.91 25.10/1/53 6/1/71 139.92 34.00 25.12/1/53 2/1/71 136.68 33.33 25.2/1/54 4/1/71 136.68 33.33 25.4/1/54 6/1/71 137.48 33.42 25.5/1/54 7/1/71 137.48 32.68 25.7/1/54 3/1/71 134.28 32.75 25.9/1/54 5/1/71 134.28 32.75 FORWARD $1,132.84 $000 00 $170,006 97 - 6 - BROUGHT FORWARD $1,132.84 $000 00 $170,006 97 $25.11/1/54 7/1/71 135.04 32.12 25.12/1/54 2/1/71 131.96 32.19 25.3/1/55 5/1/71 131.96 32.19 25~5/1/55 7/1/71 132.72 31.58 25.7/1/55 3/1/71 129.76 31.66 25.8/1/55 4/1/71 129.76 31.66 25.10/1/55 6/1/71 130.48 31.74 25.12/1/55 2/1/71 127.60 31.13 25.2/1/56 4/1/71 127.60 31.13 25.3/1/56 5/1/71 127.60 31.13 25.5/1/56 7/1/71 130.40 31.03 25.8/1/56 4/1/71 127.52 31.10 25.10/1/56 6/1/71 128.04 31.14 25.11/1/56 7/1/71 128.04 30.47 25.1/1/57 3/1/71 125.56 30.64 25.3/1/57 2/1/71 127.36 31.07 25.5/1/57 4/1/71 127.36 31.07 25.7/1/57 6/1/71 128.44 31.24 $1,697.13 Carrying value 1,697.13 000 00 1972 Mar.28 Proceeds sale $7,000.Conunercia1 Credit Company: Demand Note at 100.$7,000.00 Carrying value 7,000.00 000 00 May 7 Proceeds redemption $4,000.Mellon National Bank and Trust Company,5%Income Certificate,dated 5/6/69,due 5/6/79 at 100.$4,000.00 Carrying value 4,000.00 000 00 7 Proceeds redemption $4,000.Mellon National Bank and Trust Company,5%Income Certificate,dated 5/12/69,due 5/12/79 at 100.$4,000.00 Carrying value 4,000.00 000 00 7 Proceeds redemption $1,000.Mellon National Bank and Trust Company,5%Income Certificate,dated 10/15/69,due 10/15/79 at 100.$1,000.00 Carrying value 1,000.00 000 00 7 Proceeds redemption $7,000.Mellon National Bank and Trust Company,5%Income Certificate,dated 11/6/69,due 11/6/79 at 100.$7,000.00 Carrying value 7,000.00 000 00 J 7 Proceeds redemption $4,000.Mellon National Bank., and Trust Company,5%Income Certificate,dated 11/18/69,due 11/18/79 at 100.$4,000.00 Carrying value·4,000.00 000 00 FORWARD $000 00 $170,006 97 - 7 -.. BROUGHT FORWARD $000 00 $170,006 97 1972 July 10 Proceeds sale $17,000.General Motors Acceptance Corporation Demand Note at 100.$17,000.00 Carrying value 17.000.00 000 00 000 00 1972 Miscellaneous Apr.4 To increase carrying value of $1,000.United States of America Treasury Bonds,2.50%dated 11/15/45,due 12/15/72,to par value re surrender of bond in partial payment of Federal Estate Tax $55.00 Accrued interest through 3/30/72 7.24 62 24 1971 Purchase of Assets and Temporary Deposits Jan.21 $25,000.General Motors Acceptance Corporation Demand Note at 100.$25,000 00 29 $45,000.Ford Motor Credit Company Demand Note at 100.45,000 00 Feb.23 $5,000.Ford Motor Credit Company Demand Note at 100.5,000 00 Mar.26 $1,000.C I T Financial Corporation Demand Note of 100.1,000 00 Apr.20 $1,000.Commercial Credit Company Demand Note at 100.1,000 00 27 $1,000.General Electric Credit Corporation Demand Note at 100.1,000 00 May 10 $2,000.General Electric Credit Corporation Demand Note at 100.2,000 00 17 $24,000.Commercial-Credit Company Demand Note at 100.24,000 00 17 $5,000.General Electric Credit Corporation Demand Note at 100.5,000 00 June 25 $10,000.General Electric Credit Corporation: Demand Note at 100.10,000 00 9 $12,000.General Motors Acceptance Corporation Demand Note-at 100.12,000 00 .I 27 $6,000.General Electric Credit Corporation ,"l1h Demand Note at 100.6 000 00ii,} FORWARD $137,000 00 $170,069 21 - 8 - BROUGHT FORWARD $137,000 00 $170,069 21 1971 Aug.2 $8,000.Commercial Credit Company Demand Note at 100.8,000 00 Nov.23 $10,000.CIT Financial Corporation Demand Note at 100.10,000 00 1972 May 12 $20,000.Ford Motor Credit Company Demand Note at 100.20 000 00 $175,000 00 Cash expended re purchases 175 000 00 000 00 $170,069 21 Amount transferred from Principal-Realty to consolidate 30 335 00 $200,404 21 Disbursements 1971 Administrative Expenses Jan.19 Mellon National Bank .and Trust Company: Compensation for services rendered re Trust of Georgene H.Morton 19 Washington County Reports: Advertising grant of letters Feb.1 Milton R.Zang:Title Search real estate situate 150 and 162 Ingram Avenue,Ingram,Pa. Mar.23 R.A.Walker,Jr.:Appraisals of real estate situate 150 and 162 Ingram Avenue,Ingram,Pa. May 3 J.P.Ames:Appraisal of jewelry 24 Bureau of Vital Statistics: Three death certificates for Grant Morton June 18 Richard H.Piatt: Appraisals of various ~oins on 3/25/71 and 6/18/7 FORWARD - 9 - $150 00 14 00 33 75 70 00 10 00 6 00 20 00 $303 75 I75 25 52 $303 $14.00 5.40 6.12 BROUGHT FORWARD 22 Observor-Reporter: 1/19/71 Advertising grant of letters 6/4/71 Advertising sale of real estate 6/22/71 Advertising sale of real estate ----.;;.;..;;;,;;;. 1971 June Aug.11 Walter Listisen:Repairing four broken windows at 162 Ingram Avenue,Ingram,Pa.33 78 11 W.P.Ley:Payment for boarding up broken windows at 162 Ingram Avenue,Ingram,Pa.17 80 10 Internal Revenue Service:Payment of tax on income credited to principal for year ending 9/30/71 $28.00 9.00 $10.00 9.00 9.00 140 91 0019 R.A.Paynter,Incorporated: Payment of premiums on Insurance Company of North America,Public Liability Policy No.ALB43294 for real estate situate 150 Ingram Avenue,Ingram,Pa. 162 Ingram Avenue,Ingram,Pa. 248 N.Franklin Street,Washington,Pa. Less refund on cance1latioq 7Sept. 1972 Jan. 2/19/71 3/9/71 8/30/71 10/11/71 10/13/71 11/17/71 11/18/71 1/19/72 19 Register of Wills,Washington County,Pa.: Court costs,as follows: 1/19/71 Probate of Will and six extra pages Fifteen short certificates One short certificate Two short certificates One short certificate Certified copy of Will One short certificate One short certificate Exemplification of Record Balance due on letters Filing Inventory $15.50 15.00 1.00 2.00 1.00 10.50 1.00 1.00 18.00 20.00 21.00 106 00 Apr.19 Register of Wills,Allegheny County,Pa.: Cost of recording exemplification of record re sale of real estate 20 00 July 17 17 Schmidt and Allison: 12/6/71 Reimbursement costs advanced for photo copies of Deeds 7/17/72 Attorneys'fee on termination Mellon National Bank and Trust Company: Compensation as Executor,as follows: 12/23/71 Payment on account 7/17/72 Balance due $4.20 11.000.00 $4.000.00 5.590.00 11,004 20 9 590 00 21 260 FORWARD $21,260 96 -10 - 1971 Feb. BROUGHT FORWARD Expenses of real estate situate 248 North Franklin Street,Washington, Washington County,Pa.,as follows: 10 J.C.McCleery:Appraisal of real estate $70 00 $21,260 96 Mar. May 22 Insurance Company of North Am~rica: Endorsement premium bill on Homeowner's Policy No.HC 577733 covering the period 2/16/71 to 1/4/72 Less merit rate credit 4 West Penn Power Company: Electric service to 4/27/71 11 Washington County Treasurer: 1971 County real estate taxes $3.52 .35 3 17 13 77 50 70 June 1 Columbia Gas of Pennsylvania,Incorporated: Gas service to 5/21/71 $165.36 Less refund overpayment 3.25 8 Lanny.Ross:Cutting grass 162 11 6 50 July 2 Harry R.Cook,City Treasurer: 3/4/71 1971 City real estate taxes 7/2/71 Less credit due seller on pro-ration of net taxes on sale of property $108.78 4.19 104 59 Aug.13 The Citizens Water Company of Washington,Pa.: Water service to 8/13/71 12 41 13 The Washington-East Washington Joint Authority: Sewer service to 8/13/71 7 06 430 31 1971 Feb.16 Loss on Sale or Redemption of Assets Net proceeds sale $100.Greater Canonsburg Industrial Development Corporation,2% Subordinated Debenture Series A,dated 2/1/60,due 2/1/85 at 50. Carrying value $49.50 50.00 $50 Mar.8 Proceeds sale 149.834 shares Wellington Fund, Incorporated,Common Stock at 11.8303 $1,772.53 Carrying value 1,850.44 77 91 12 Proceeds sale 90 shares Wellington Fund, Incorporated,Common Stock at 11.850 $1,066.50 Carrying value 1,111.51 45 01 FORWARD -11 - $123 42 $21,691 27 1971 Mar. Sept. 1971 Jan. BROUGHT FORWARD 23 Net proceeds sale 10 shares Metropolitan Edison Company,3.90%Cumulative Preferred Stock at 51.$494.85 Carrying value 527.50 23 Net proceeds sale 5 shares Metropolitan Edison Company,3.90%Cumulative Preferred Stock at 50.625 $245.55 Carrying value 263.75 24 Net proceeds sale 6 shares Granby Mining Company, Limited,at 19.50 $107.76 Carrying value 126.00 Preferred Debts 15 Piatt Funeral Home:Funeral expenses 19 Annex Pharmacy:Drugs 19 ZelIa Yoders:Nursing services $123 42 32 65 18 20 18 24 $1,775 25 4 85, 18 75 $21,691 27 192 51 19 Helen Noble:Nursing services 67 50 19 Catherine Foringer:Nursing services 19 Martie Kay Brock:Nursing services 118 12 79 74 Feb.2 Posts Rental: Rental of hospital bed for one week Rental of commode for one week $11.13 3.18 14 31 2,078 52 1971 Jan. Feb. Other Debts 10 S.B.McWreath Dairy:Dairy products for December 1 Columbia Gas of Pennsylvania,Incorporated: Gas service ~t residence to 1/21/71 2 West Penn Power Company: Electric service at residence to 1/26/71 $3 24 107 26 13 75 12 Bell Telephone Company of Pennsylvania: Telephone service to 1/4/71 Less refund of credit balance $9.36 3.98 5 38 16 The Citizens Water Company of Washington,Pa.: Water service at residence to 1/22/71 6 96 Mar.5 The Washington-East Washington Joint Authority: Sewer service at residence to 1/22/71 3 97 May 4 Washington County Treasurer: Payment of 1971 County Personal Property Tax FORWARD -12 - 6 52 147 08 $24,109 38l , BROUGHT FORWARD 1971 Other Taxes Mar.25 Commonwealth of Pennsylvania: Payment on account of Pennsy1v~nia Inheritance tax being 15%on $100,000.00 $15,000.00 Less 5%discount 750.00 $14,250 00 1972 Apr.4 Internal Revenue Service: Payment in full of Federal Estate Tax per Return Form 706 filed,as follows: Surrender of $1,000.United States of America 2.50%Treasury Bond,due 12/15/72 $1,000.00 Accrued interest from 12/15/71 to 3/30/72 7.24 Cash 6,345.72 7.352 96 1972 Miscellaneous Apr.4 Transfer to Income-Personalty Account accrued interest on $1,000.United States of America, 2.50%Treasury Bond,dated 11/15/45,due 12/15/72 Tendered in part of Federal Estate Tax - -13 - $24,109 38 { 21,602 96 7 24/1 $45,719 58 SCHEDULE "B" INCOME-PERSONALTY Receipts Dividends Granby Mining Company, 6 shares 3/12/71 to Less 10%Canadian Tax British Columbia,Capital 9/17/71 $7.20 .72 $6 48 Gulf Oil Corporation,Capital 62 shares 3/10/71 to 6/8/72 Kraftco Corporation,Common 40 shares 3/10/71 to 6/10/72 Metropolitan Edison Company 3.90% Cumulative Preferred 15 shares paid 4/1/71 G.C.Murphy Company,Common 40 shares 3/1/71 to 6/1/72 Pacific Gas and Electric Company,Common 46 shares 4/15/71 to 4/15/72 Pittsburgh National Corporation,capital 204 shares paid 4/1/71 408 shares 7/1/71 to 7/3/72 Union Carbide Corporation,Common 20 shares paid 3/2/71 Wellington Fund,Incorporated,Common 239.834 shares paid 3/30/71 Interest-Bank Deposits Brookline Savings and Trust Company, Savings Account No.793 Interest to 1/21/71 Mellon National Bank and Trust Company, 5%Income Certificates $4,000.12/31/70 to 5/7/72 4,000.12/31/70 to 5/7/72 1,000.12/31/70 to 5/7/72 7,000.12/31/70 to 5/7/72 4,000.12/31/70 to 5/7/72 Mellon National Bank and Trust Company, Savings Account No.61-1043 Interest to 5/1/71 Pittsburgh National Bank Savings Account No.83-2053202 Interest to 1/22/71 FORWARD -14 - $142.80 714.00 $370.56 370.56 92.64 648.47 370.56 139 50 103 36 14 63 72 00 95 22 856 80 10 00 26 38 $47 39 1,852 79 393 05 291 01 $2,584 24 $1,324 37~ $1,324 37 I . BROUGHT FORWARD $2,584 24 $1,324 37 Western Pennsylvania National Bank,5% Savings Income Bond,dated 5/17/66,due 5/17/71 -$5,000. Interest to 5/17/71 125 00 2,709 24 Interest-Bonds United States of America Savings Bonds, Series "H",Registered,Extended $5,000.1/1/71 and 6/1/71 $262.60 5,000.paid 7/1/71 128.10 1,000.paid 4/1/71 24.34 $415 04 United States of America Treasury Bonds, 2.50%dated 11/15/45,due 12/15/72 $1,000.12/30/70 to 12/15/71 $23.97 1,000.12/15/71 to 3/30/72 7.24 31 21 United States of America Savings Bonds, Series "E"Registered,Extended Maturity Increment Value Dated to Amount $75.3/1/50 3/1/71 $3.12 25.5/1/50 5/1/71 1.04 25.6/1/50 6/1/71 1.14 25.8/1/50 2/1/71 1.02 25.10/1/50 4/1/71 1.02 25.12/1/50 6/1/71 1.13 25.2/1/51 2/1/72 3.23 25.4/1/51 4/1/71 1.13 25.6/1/51 6/1/71 1.25 25.8/1/51 2/1/71 .98 25.10/1/51 4/1/71 .98 25.11/1/51 5/1/71 .98 25.1/1/52 7/1/71 1.94 25.3/1/52 3/1/71 .94 25.5/1/52 7/1/71 1.93 25.7/1/52 3/1/71 .94 25.9/1/52 5/1/71 .94 25..11/1/52 7/1/71 1.88 25.12/1/52 2/1/71 .91 25.2/1/53 4/1/71 .91 25.4/1/53 6/1/71 1.01 25.6/1/53 2/1/71 •8725.8/1/53 4/1/71 •8725.10/1/53 6/1/71 .98 25.12/1/53 2/1/71 .84 25.2/1/54 4/1/71 .84 25.4/1/54 6/1/71 .95 25.5/1/54 7/1/71 1.69 25.7/1/54 3/1/71 •82 25.9/1/54 5/1/71 .82 25.11/1/54 7/1/71 1.64· FORWARD $38.74 $446 25 $4,033 61 -15 - I $38.74 $446 25 $4,033 61BROUGHTFORWARD $25.12/1/54 2/1/71 .80 25.3/1/55 5/1/71 .80 25.5/1/55 7/1/71 1.60 25.7/1/55 3/1/71 .78 25.8/1/55 4/1/71 .78 25.10/1/55 6/1/71 .88 25.12/1/55 2/1/71 .77 25.2/1/56 4/1/71 .77 25.3/1/56 5/1/71 .77 25.5/1/56 7/1/71 1.57 25.8/1/56 4/1/71 .78 25.10/1/56 6/1/71 .87 25.11/1/56 7/1/71 1.54 25.1/1/57 3/1/71 .75 25.3/1/57 2/1/71 .77 25.5/1/57 4/1/71 .77 25.7/1/57 6/1/71 .87 54 61 500 86 Interest-Corporate Obligations Greater Canonsburg Industrial Development Corporation 2%Bonds,due 2/1/85 $100.12/30/70 to 2/23/71 29 Interest-Demand Notes CIT Financial Corporation Demand Note Interest collected during the period 3/26/71 through 7/4/72 $334 15 Commercial Credit Company Demand Note Interest collected during the period 4/20/71 through 7/2/72 1,685 80 Ford Motor Credit Company Demand Note Interest collected during the.period 1/29/71 through 6/30/72 361 96 General Electric Credit Corporation Demand Note Ihterest collected during the period 4/29/71 through 6/30/72 846 21 General Motors Acceptance Corporation Demand Not Interest collected during the period 1/21/71 through 7/10/72 1 393 32 4 621 44 $9,156 20 J I Amount transferred from Income-Realty I to consolidate 343 94 J$9,500 14 -16 - 1971 June 2 1972 Jan.10 Mar.31 Apr.30 July 17 SCHEDULE "A" INCOME-PERSONALTY Disbursements Administrative Expenses Shipping charges on savings bond mailed to Houston,Pa. Internal Revenue Service: Income Tax on Income for year ending 9/30/71 Treasurer,Washington County,Pa.: Payment of County Personal Property Tax for 1972 Pennsylvania Department of Revenue: Tax on Income for year ending 9/30/71 Mellon National Bank and Trust Company: Compensation as Executor -17 - $1 26 261 80 309 66 32 89 457 :;$1,063 , SCHEDULE "c" PRINCIPAL-REALTY I Receipts 1972 Jan.17 Inventory filed . Disbursements 1971 Loss on Sale of Assets July 2 Proceeds sale real estate situate 248 North Franklin Street,Washington, Washington County,Pa.to King E.Lacock and Rose Marie Lacock for total consideration of $13,000.00 Less: State and Local Realty Transfer Taxes 260.00 $12,740.00 Carrying value 13,000.00 $260 00 27 Proceeds sale real estate situate 162 Ingram Avenue,Ingram,Allegheny County, Pa.,to Walter Listisen and Eleanor L.Listisen, hi.s wife,for total consideration of $9,000.00 Less: Transfer Taxes $90.00 Broker's Conunission 540.00 630.00 $8,370.00 Carrying value 9.000.00 630 00 FORWARD $890 00 -18 -. $44,900 00 I $890 00BROUGHTFORWARD 1971 Nov.17 Proceeds sale real estate situate 150 Ingram Avenue,Ingram,Allegheny County,Pa. to Harry V.Carr and Ruth E.Carr,for total consideration of $12,500.00 Less: Settlement fee $20.00 Buyers costs paid by seller 172.50 Bruce Terminex: Termite Inspection 15.00 R.A.Walker: Broker's commission 750.00 Mortgage Placement fee 632.50 Pennsylvania Realty Tax,125.00 John O.Donne1: Plastering 65.00 James W.Ludlum: Exterior painting 720.00 Staley Electric Company: Electric service 450.00 Raymond T.Hays: Roofing 125.00 S.E.Hopper and Sons: Plumbing 200.00 3,275.00 $9,225.00 Carrying value 12,500.00 3 275 00 $4,165 00 Amount transferred to Principal-Personalty to consolidate -19 - 30 335 00 $34,500 00 .. 1971 July 27 SCHEDULE "0" INCOME-REALTY Receipts Real Estate situate 150 Ingram Avenue,Ingram,Allegheny CountY,Pa. Rents received during the period January 1971 through June 1971 Real Estate situate 162 Ingram Avenue,Ingram,Allegheny County,Pa. Rents received during the period January 1971 through May 1971 Real Estate Situate 128 Main Street,Claysville, Washington County,Pa. Rents received during the period January 1971 through March 1971 Real Estate situate 248 North Franklin Street,Washington CountY,Pa Garage rents received during the period January 1971 through June 1971 Miscellaneous Purchaser's pro-rata share net 1971 Real Estate Taxes on real estate sold situate 162 Ingram Avenue,Ingram,Allegheny County,Pa.$146 81 $450 00 540 00 180 00 18 00 Nov.17 Purchaser's pro-rata share net 1971 Real Estate Taxes on real estate sold situate 150 Ingram Avenue,Ingram,Allegheny County,Pa. -20 - 41 64 188 $1,376 45 i1 45 SCHEDULE "D" INCOME-REALTY I Disbursements Real Estate situate"150 Ingram Avenue, Ingram,Allegheny County,Pa.: 1971 Administrative Expenses May 13 R.A.Walker,Agent: FHA appraisal fee $20 00 June 22 .R.A.Walker,Agent: Commission on rents collected 37 80 Sept.21 Mellon National Bank and Trust Company: Accountant's compensation 18 00 1971 Other Expenses Mar.12 R.A.Walker,Agent: 1/27/71 Commercial Union Insurance Policy Premium - 3 years $8.00 3/12/71 Heating and Plumbing Repairs 7.50 $15 50 June 22 Gladys S.Ryser,Tax Collector: Payment net 1971 Borough Real Estate Tax 72 77 25 Edward F.Cooke,Treasurer: Payment of net 1971 County Real Estate Tax 66 26 July 6 Gladys S.Ryser,Tax Collector: Payment of net 1971 School Real Estate Tax 194 04 Real Estate situate 162 Ingram Avenue, Ingram,Allegheny County,Pa.: 1971 Administrative Expenses May 13 R.A.Walker,Agent: FHA Appraisal fee $20 00 13 R.A.Walker,Agent: Commission on rents collected 21 60 Sept.21 Mellon National Bank and Trust Company: Accountant's compensation 21 60 1971 Other Expenses Jan.27 R.A.Walker,Agent: Commercial Union Insurance Policy Premium-- 3 years $8 00 June 25 .Gladys S.Ryser,Tax Collector: Payment of net 1971 Borough Real Estate Taxes 72 77 25 Edward F.Cooke,Treasurer: Payment of net 1971 County Real Estate Tax 66 26 I FORWARD $147 03I. -21 - $75 80 348 57 63 20 $487 57 BROUGHT FORWARD $147 03 $487 57 1971 July 6 Gladys S.Ryser,Tax Collector: Payment of net 1971 School Real Estate Taxes 194 04 341 07 Real Estate situate 248 North Franklin Street Washington,Washington County,Pa.: 1972 Administrative Expenses July 17 Mellon National Bank and Trust Company: Accountant's compensation 1 17 Real Estate situate 128 Main Street, Claysville,Washington County,Pa.: 1972 Administrative Expenses July 17 Mellon National Bank and Trust Company: Accountant's compensation 11 70 1971 Other Expenses iMar.4 Anderson and Pollock: Additional premium due to increase in amount of Policy No.182 P 1560 of Pacific Insurance Company for $15,000.11 00 1971 Miscellaneous Mar.17 Margaret Holmes Burns: Reimbursement rent received for January, February and March 1971 180 00 $1,032·51 Amount transferred to Income-Personalty to consolidate 343 94 $1,376 45rJ -22 - EXHIB IT NO.1 Advancements on account of distributive shares: PRINCIPAL-PERSONALTY Claysville Cemetery Association,Legatee: Payment in full of cash bequest under Article First (B)of the Will,as follows: June 1,1971 Cash advanced Beallsville Cemetery Association,Legatee: Payment in full of cash bequest under Article First (C)of the Will,as follows: June 1,1971 Cash advanced Margaret Holmes Burns and Helen Elizabeth Plants Kelso,Legatees: Advancements on account of distribution under Article Second of the Will, delivered at Inventory Values,as follows: June 3,1971 Household goods delivered $2,742.46 June 3,1971 Jewelry delivered 150.00 June 11,1971 Household goods delivered 10.00 July·1,1971 Coins and paper money delivered 237.59 Margaret Holmes Burns,L~gatee: Payment in full of cash bequest under Article Fourth (A)of the Will,as follOws: March 17,1971 Cash advanced Helen Elizabeth Plants Kelso or James S.Kelso,Legatees: Payinent in full of cash bequest under Article Fourth (B)of the Will,as follows: March 17,1971 .Cash advanced Caroline Meyers,Legatee: Payment in full of cash bequest under Article Fourth (C)of the Will,as follows: March 17,1971 Cash advanced Jeane DeFrance,Legatee: Payment in full of cash bequest under Article Fourth (D)of the Will,as follows: March 17,1971 Cash advanced -23 - $2,000.00 500.00 3,140.05 15,000.00 15,000.00 1,500.00 1,500.00 Rebecca Wheatley,Legatee: Payment in full of cash bequest under Article Fourth (E)of the Will,as follows: March 17,1971 Cash advanced Mrs.R.E.Dozer,Legatee: Payment in full of cash bequest under Article Fourth (F)of the Will,as follows: March 17,1971 Cash advanced Claysville Presbyterian Church,Legatee: Payment in full of cash bequest under A~tic1e Fourth (H)of the Will,as follows: March 17,1971 Cash advanced Missionery Society of the Ingram Presbyterian Church,Legatee: Payment in full of cash bequest under Article Fourth (I)of the Will,as follows: March 17,1971 Cash advanced I Salvation Army,Legatee:, Payment in full of cash bequest under Article Fourth (J)of the Will,as follows: March 17,1971 Cash advanced a -24 - 1,000.00 15,000.00 500.00 500.00 $56,640.05 EmmIT NO.2 Advancements on account of distributive shares: PRINCIPAL-REALTY Margaret Holmes Burns,Legatee: Possession of real estate situate 128 Main Street,Claysville,Washington County,Pa.,delivered at Inventory Value under Article Third of the Will,as follows: April 20,1971 delivered -25 - $10,400.00 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) SS ARLIE W.OTT,Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly sworn according to law,deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary,that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily believes. TrUS t Officer Sworn to and subscribed before me thise(~tlday ~~::::::!::~:....-_.....:A.D.1972 '2tt~b~~ Notary Public DOLORES P.MEREDITH,Notary Public Washington,Washington County,.Pa. My COmfTliSSIUn Expires January 28,1975 REQUEST FOR DISTRIBUTION, Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, TrU;tOfficer Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION EXECUTOR:S NOTICEESTATEOFGeorgeneH.Morton a/k/a Georgene Holmes Mortona/k/a Georgene Y.Morton deceas. ed late bf City of Washington }Washington County,Pennsylvania: Letters testameptary upon theaboveestatehaving.been granted to the underSIgned,notice is hereby gIven to thos~indebted ther.:;,;)tomak,e ImmedIate payment and tothosehavingclaimsordemandsto present th'em for settlement, M'ellon National Bank andTrustCompany40SouthMainStreet Washington,Pennsylvania15301SchmidtandAllisonAttorneys In compliance with the r-<ews,paper 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,Ri.c:Jl.~X~L.~.~G.QW.~.f.l ,who being duly sworn according to law,deposes and says that he is the .Yic.e..:,,:,.P.r.e.s.i.d.e.n.t of the Observer Publishing Company,a f'1ennsylvania 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 W,ashington Observer,established Septembe,r 18,1871,and The Washington .Reporter,established August 15, 1808,a daily news'pap'er of general circulation,printed and publis,hed and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuous'ly 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,ement,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;___. , _Jan.uary.7.~.1.4 and 21.~19.7.1.._ _ . that neithe'r tne affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the alle,ga- tions of this affidavit as to the time,~a..ce and characte~opublication are true.j..,-.<.-:~:£O/UI !'L ..~c ~a.k~__.. Sworn to and SUbe~)efOre me this....21..day Of.__~~J:l.~~~J:.~;;~.71 ..m~<-'t~G~.·~~;;,;· WASH:NCTOfJ.'NASHlrJGTON CDUNlY MY Cor,lMISSION EXPIRES MAY 6,1972 ------,- 7l05-Thurs.-3t Washington~Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25)., COUNTY OF WASHINGTON}SS STATE OF PENNSYLVANIA • 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 acting as its agent in this behalf;that the said WASHINGTON COUNTY 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 II,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 regular issues on the following dates: ....J.§:n.y.~.r.y.;1,A..t••••.?.;l,.=~§..t J.2.7..*. that the affiant or the corporation in behalf of which he is acting is not interested in the sUibject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publication are true. .... Editor Sworn to and subscribed before me this ..?\?.:!:.~day of ;!,~.~~~.E.Y.,19.?.~. ~--,.z--·--ii;;,;;yP;J;U;;-- Estate Notices The Register of Wi[ls 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 having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •••• • • • ••••••••• • ~-0-----------------. MORTON.GE.O R G ENE H.a/k/a GEORGENE H 0 L M ES MORTON,a/k/a GEORGENE',.y;.MORTON, Dec'd. Late of City of Washington,Washing-.ton County,Penna.Executor:Mellon National Bank andTrustCompany,40 South Main Street, Washington.Pa.15301Attorneys:Schmidt &Allison,Wash- ington Trust Building,Washington,Pennsylvania 15301 . ·~lt tijr Qrnurt nf Qrnmmnn Jlras nf lIanijiugtnn <1tnuuty ®rpijann'Qrnurt iintninn In the mllitter of the Audit of Account in j E t t f Georgene H.Morton,a/k/as,a·e 0 ~~I Georgene Holmes Morton,a/k/a Georgene Y.Morton TO THE AUDITING JUDGE: 63-71-13No.----='-_ I )) our Mellon National Bank and Trust Company,Enter appearance for --=-_-=--"---- Executor S;;lIDT &ALLISONBY~~ljlCd~September ,19~ N.B.-Counsel shall,by separate pape,r,present a concise statement of each claim,wHh 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 concLse state- ment in that regard. r~-f:r"I)':.l~"'"I......i....,..:i! 1'72 h!D'iIIt P~1 1+36 No.63-71-13 In re Audit of Account in Estate of RUS3ELI.M/lRiNO HEGISTER OF WILLS WASH./N(1TO'·(CO.,PA. '# >. GEORGENE H.MORTON,a/k/a GEORGENE HOLMES MOR'I'ON, a/k/a GEORGENE Y.MORTON AUDIT 'rarripr fnr'!\ppraraurr FOR .,' ,..,Ir'" , Mellon National Bank and Trust Company,Executor ~. SCHMIDT &ALLISON Attorney ~2 ,. .:". (0, I . PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ) Estate of...g.EQRQ~N~.H•..MQR:r.QN..~i.15J~_.._..__ Q~QgQ~N~..H9.~.MJ;.$..MQgXQN..~IJ5/~. Q~QgQENE..X!MQ.:g.T..QN.. Deceased No Q~.':'.?J::.P _... Fiduciary-Melloll..NationaLBank..and . .r.!.~~tg~:r:n-P.?:~yJ ~~~.£~t~~. ~~~~~~ Decedent's death p~~.~.~E.~~.}~J ~.9.?Q _Grant of Letters .J:.~J}1gX.Y...~.1•.J9.!.L :. This is the f~~.?.~..~P:.~..:f..~~.~~account filed in this estate If there have been former accounts filed in this estqte,list file number or number and term .N~.A.~. Election to take Under or Against will.(cross out one)N.A. Date Election Place of; Fi led _..................Record ~:_._.. Name of surviving spouse NR;):J..l;.___.__:_ __.__.__ _ . List issue,where material: None Did decedent marry after execution of will?(indicate)X~xNo.Any children born after execution of will?(indicate) ){~No.If answer yes,name them ~'::":_ _ __.__._. ...............-.:- ---_ _-_~~.. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Claysville CeInetery Ass ociation Beallsville CeInetery Association Caroline'Meyers Jeane DeFrance Rebecca Wheatley Mrs.R.E.Dozer Missionary Society of the IngraIn Presbyterian Church Salvation ArIny Margaret Ho1Ines Burns Helen Elizabeth Plants Kelso None None None Cousin None None None None Sister None $2000.00 Cash Bequest $500.00 Cash Bequest $1,500.00 Cash Bequest $1,500.00 Cash Bequest $1,000.00 Cash Bequest $1,000.00 Cash Bequest .~$-?OO;,OO;Cash Bequest $500.00 Cash Bequest $15,000.00 Cash bequest,household goods,specifically devised real estate,life tenant $15,000.00 cash bequest,household goods,life tenant N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. Helen E.Ho1Ines Circle of The None First Presbyterian Church of Claysville The First ~.PresbyterianChurch of Claysville None rMellon National Bank &Trust Co.,Trustee List,if exceptions to above:Adeemed:Revoked: None If partial intestacy,give facts: None $5,000.00 Cash Bequest $15,000.00 Cash Bequest Residue Lapsed:Abated: N.A. N.A. N.A. Give Cause: Notice~.to.interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (COLlrt Rule No.9 paragraph.-C:Section .6:SL!bdjvisi9n c~recei~ed written noti,ce of.the,filing of tl-'le accpunt and of call of audit?Yes.}QK If any exception give cause:. File copy of Notice _ and date of mailing J.illy..f:?.1 ..J.9.If :.,_ . Is estate subject to the filing of a Federal Estate Tax Return?.Y..~.?.~..Tg~~.}!.?.?.!..?.?.Jg~.<;>.~~!:?:g}~~.~.~.p'~~.-received) Actual payment made on Pennsylvania Transfer Inheritance Tox.AmOl,Jht $J1.t.~.?Q!..9.9...($.J?t.Qg.9.!.Q.9.J~~.l?...,discount} If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . Margaret Holmes Burns,Date of Birth 11/18/1893;Helen Elizabeth Plants Kelso,Date of ~~~r~~·:J;lJ~l~·gJr~·;~~~··~~··~;;··~·~·~·~·i·~··~;~~i·;~;~··~·~·~··~~·~··~~~:;;~···~~~·i·;;~~··~~···~:~~~~:··;~~~.;~.~.;..~;~.~...;~~...~.~~~~~~ of such claims;state whether they are admitted to be correct;and whether the claim is denied. None ., ) .) Give reference to such parts of the will as require interpretatioh by th$Cburt;a reference to all questions re- quiring~adjudication,and a statement of any oth~r facts deemed necessary for the preparation of the adjudication: See Exhibit :#1 Attached ,- Balance for distribution per account, Itemize any additional debits not shown by account: See Schedule A Attached $..~.?~1..??~.·.}?.. Total 'additional debits (Add) Itemiiie rany -additiorial credits not shown by account: $J:??!.I9 . i~-t ~ 'I :_~,>,.~>- ,",,-..',..., Total additional credits (Subtract) Balance for distribution See Schedule A Attached $.??!..9.4:. $..1.7.3.,.8.0.4•.2.Q . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); See Schedule A Attached , ,-,4. " COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION Re:ESTATE OF ) ) GEORGENE H.MORTON,also ) ) known as GEORGENE HOLMES ) ) MORTON,also known as ) ) GEORGENE Y.MORTON,) ) DECEASED ) ELECTION TO TAKE IN KIND TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: Mellon National Bank and Trust Company,Trustee for Margaret Holmes Burns and Helen Elizabeth Plants Kelso,under Article Fifth of the Will of Georgene H.Morton,does hereby elect to take in kind the following assets on account of its distributive share of said estate at the values set forth and any stock dividends and stock splits thereon and requests your Honorable Court to award said assets to it on the Decree of Distribution to be entered in the above entitled estate. 62 Shares Gulf Oil Corporation,Capital Stock 40 Shares Kraftco Corporation,Common Stock 40 Shares G.C.Murphy Company,Common Stock 46 Shares Pacific Gas and Electric Company, Common Stock 408 Shares Pittsburgh National Corporation, Capital Stock DATED this Ig day of September,1972.--- $,1,995.63 1,652.50 1,007.50 1,598.50 14,050.50 $20,304.63 By:__~~~~~~-=------- r ,..0('"'"'·l. ESTATE OF GEORGENE H.MORTON, A/K/A GEORGENE HOLMES MORTON, A/K/A GEORGENE Y.MORTON, DECEASED Receipts and Disbursements since First and Final Account through .August 25,1972 Balance per Account 101-526 $154,684.63 PRINCIPAL-PERSONALTY Add: Purchased $1,000.General Electric Credit Corp. Demand Note @ $100. Cash expended in the purchase Less: Register 'of Wills,Washington County,Pa., Filing First and Final Account INCOME-PERSONALTY Pacific Gas and Electric Co.,Common 46 shares dividend due 7/15/72 CIT Financial Corp.,Demand Note Interest earned 7/5/72 through 8/15/72 Commercial Credit Co.,Demand Note Interest earned 7/3/72 through 8/2/72 Ford Motor Credit Co.,Demand Note Interest earned 7/1/72 through 8/1 /72 General Electric Credit Corp.,Demand Note Interest earned 7/1/72 through 8/1/72, General Motors Acceptance Corp.,Demand Note Interest earned 7/1/72 through 8/2/72 Less: Mellon National Bank and Trust Company, Accountant's Compensation PRINCIPAL-REALTY As advanced and shown per Account SCHEDULE A $1,000.00 1,000.00 8,436.72 19.78 60.80 108.94 86.50 73.85 8.92 8,795.51 17.94 000.00 $154,684.63 58.00 $154,626.63.",,~, ".~~ 8,777.57 10,400.00 $173,804.20 ...~ Balance consists of the following: PRINCIPAL-PERSONALTY Stocks: 62 Shares Gulf Oil Corporation, Capital Stock $1,995.63 40 Shares Kraftco Corporation, Common Stock 1,652.50 40 Shares G.C.Murphy Company, Common Stock 1,007.50 46 Shares Pacific Gas and Electric Company,Common Stock 1,598.50 408 Shares Pittsburgh National Corporation,Capital Stock 14,050.50 Temporary Investments and Deposits: CIT Financial Corp.,Demand Note 11,000.00 Commercial Credit Co., Demand Note 26,000.00 Ford Motor Credit Co., Demand Note 20,000.00 General Electric Credit Corp., Demand Note 18,000.00 General Motors Acceptance Corp., Demand Note 2,000.00 Miscellaneous: Coins and paper money delivered per Account Household goods delivered per Account Jewelry delivered per Account Cash advanced per Account Cash on hand INCOME-PERSONALTY Cash On hand PRINCIPAL-REALTY Real Estate possession delivered per Account $20,304.63 77,000.00 237.59 2,752.46 150.00 53,500.00 681.95 154,626.63 8,777.57 10,400.00 $173,804.20 :r;::':"~~~.~'";."'::'':-=''=-'"_:,~.__,,:,,~~,~....~:-'~'_"....__'~~t--~.~-~..:~.~-~~~_.:'!"."'~,..;.'~:'_J;k~_"~"....'...."_..h,....:,l..........._~'~.t.I...~i.,.:,;..~:··'~4'':~,:~i~'.:~~~~(f,,'~t,~~~l~~l~~~~fl~\;~~.~, "I II "''''........"r .,"_ SCHEDULE B '~.. Advancements on account of distributive shares: I,I' il'i,' PRINCIPAL-PERSONALTY Claysville Cemetery Association,Legatee: Payment in full of cash bequest under Article First (B)of the Will,as follows: June 1,1971 Cash advanced $2,000.00 Beallsville Cemetery Association,Legatee: Payment in full of cash bequest under Article First (C)of the Will,as follows: June 1,1971 Cash advanced 500.00 15,OQO.00 f .'""1_,........ 1,500.00 r \ 1,500.00'f 3,~140.05 Y ~S'7 0,0 t-1-( 15,000.00 1 Helen Elizabeth Plants Kelso or James S.Kelso,Legatees: Payment in full of cash bequest under Article Fourth (B)of the Will,as follows: March 17,1971 Cash advanced Margaret Holmes Burns,Legatee: Payment in full of cash bequest under Article Fourth (A)of the Will,as follows: March 17,1971 Cash advanced Margaret Holmes Burns and Helen Elizabeth Plants Kelso,Legatees: Advancements on account of distribution under Article Second of the Will, delivered at Inventory Values,as follows: June 3,1971 Household goods delivered $2,742.46 June 3,1971 Jewelry delivered 150.00 June 11,1971 Household goods delivered 10.00 July 1,1971 Coins and paper money delivered 237.59 Caroline Meyers,Legatee: Payment in full of cash bequest under Article Fourth (C)of the Will,as follows: March 17,1971 Cash advanced Jeane DeFrance,Legatee: Payment in full of cash bequest under Article Fourth (D)of the Will,as follows: March 17,1971 Cash advanced ..•.,,": •,I:'......I'" ,I ,•~''''!,'''r'~f'..'"\'.f .. ," >'.'>. ,~'" ~,.. •'k ~,..' >i "',':' ,.'~.,;,1 !~~~:~:::~~~:=::'o:i=~!r111~~~~~~':'1'r::'~:;;~,,;,,"",>f~~' I ~:I!,"~y:~,~_.';.;:{~,i ,.....1"'>,,;'r ,', -••--,,~_.•-~,'"~'<'~'""".•,••"'r:','-;''1.' Rebecca Wheatley,Legatee: Payment in full of cash bequest under Article Fourth (E)of the Will,as follows: March 17,1971 Cash advanced Mrs.R.E.Dozer,Legatee: Payment in full of cash bequest under Article Fourth (F)of the Will,as follows: March 17,1971 Cash advanced Claysville Presbyterian Church,Legatee: Payment in full of cash bequest under Article Fourth (H)of the Will,as follows: March 17,1971 Cash advanced Missionery Society of the Ingram Presbyterian Church,Legatee: Payment in full of cash bequest under Article Fourth (I)of the Will,as follows: March 17,1971 Cash advanced ,"'1 'II,'I, 1,000.00 Y 1)000.00 ~ 15,000.00 r 500.00 )c Salvation Army,Legatee: Payment in full of cash bequest under Article Fourth (J)of the Will,as follows: March 17,1971 Cash advance4 K~oo.oo $56,640.05 ---..................- Advancements on account of distributive shares: PRINCIPAL-REALTY Margaret Holmes Burns,Legatee: Possession of real estate situate 128 Main Street,Claysville,Washington County,Pa.,delivered at Inventory Value under Article Third of the Will,as follows: April 20,1971 delivered X $10,400.00 \ ,1:" ...-,~-.".-:-,-.. If Family Exemption claimed by Petition,give place of Record:N!.A ,____. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.A•................................... List any advancement or distribution on account that has been made,and nature and amount of same: See Schedule B Attached Suggested distribution of balance 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: ,Your Accountant requests your Honorable Court to award $5,000.00 to "The First Presbyterian Church of Claysville,the income therefrom to be used annually by or on behalf of the Helen E."Holmes Circle for its general purposes";balance to Mellon National Bank and Trust Company as set forth under Article FIFTH,subject to any tax contingencies that may arise,>with credit for advancements as shown.,' COUt--JTY OF WASHINGTON,SS: .COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .s.w.Q:rn _._doth depose and say that the facts set forth in the foregoing petition are true to the best of it.~_knowledge and belief. .~~?:!!to and subscribed before h·/..3d d'"~f'"1.19'"'1 ?me t Is,..l:",oy .oJtL~./om•• .......>.'~/J I 'fJte,..~./p '_.#'Signature of Of;ficer.....~~,:,~ POLORE~P.MEREDITH,Notary Public Title of Officer.........•;W@~h.i!UltqD,.Wll.s.ilL'1g!g!l..C?.l!Q!Yt.~•••••••~••••My Commission Explre.s January 28,1975 / Office expires......................................•..........~,. And your petitioner will ever pray,etc. MELLON NATIONAL BANK AND TRUST COMPANY,EXECUTOR of the ESTATE OF GEO~~~.rMS~TON .......B.Y.:(/~.t&~. T.rus:t~Officer .*~. ...No.63-71-13 !'7'i1n'iLflu""" 4""" o $ Estate of__...Q.~.Q_RQ~_N~.H.·...MQg::r.Q~.. a/k/a GE9,RGr.E;NE fIOLMES MORTON, (,.. .~J..l:-.!.?:..Q~Q~Q~~~..Y.~M9~_r.9N.. Deceased r""t1_;. j I..i r::'f\ f,...."';L._L.J ;".,,,,l) Z:;'.,I, i •_...{37 ;. /'Jj ..,\\~ (,..~\. ,<....,. \, ""t...... "';~ (, Fiduciary....M~n9h.~~:U_9.:n~1__~.~_:nk__9:ml __c . .~.:r:~_~_!__g.~~p._C!-_r:-.y.~~~~s.~~_<?!... PETI1'ION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ( ....(J ICounselofFiduc;(ary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions(.thereof:shown qh pages .~3-24. 1.Written praecipes of all Counsel in the case..,-I J 2.Copy of-~order appointing Guardian ad litem,if pertin~nt.( 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters T~st~mentary or Administration C.T.A.or an attest copy of Wi II. 6.Copy of ir:wentbry and appraisement. 7.Proof of advertise."Y;lent of grant of letters if not filed with account. 8.Certificaf~of 4ie~~in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and~item'i~ed elections if any distribution in,kind.,( 10.Copy of Federal Estate Tax return if es- tate is sl:lbject thereto. ( Schm.idt and .Allison.......------ _...............•,."""-"l-- - _ - - _..- -_. Attorney ""~2 RUs E'f ELL ;,:/~;'~t;.1 0 REGISTEH OF WILJ_S \¥I'SHJN.GTON GO~.PA, r .\.-:;;::.,.,-..."'. •'~':/I/J .\>J.,,"...."_./>·--';,7 f,\(-./.. -"...(;...;J\'>,.-?#'#J~j;~q",~~ ( ,') ., (, f .'O. EXHIBIT #1 Give reference to such parts of the Will as require interpretation by the Court; a reference to 0.11 questions requiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: 1.Paragraph FOURTH (G)of the decedent's Will bequeaths $5,000.00 outright to the "HELEN E.HOLMES MISSIONARY CIRCLE of the CLAYSVILLE PRESBYTERIAN CHURCH,the income therefrom to be used annually by the Missionary Circle for its general purposes;".Attached hereto is a certified copy of the Resolution of the Board of Trustees of The First Presbyterian Church of Claysville adopted at its meeting March 10,1971,reciting that 'IThe Claysville Presbyterian Church in 1957 changed its name to "The First Presbyterian Church of Claysville'!and that the Helen E.Holmes Missionary Circle is now known as the I'Helen E.Holmes Circle"and that said Circle was and is an unincorporated group of the said Church with no governmental structure and requests the Court therefore to make the award of the said $5,000.00 to "~ ,~t..P:r~~~.;.rt~S~..s.e-~£!~X~~~ithe income therefrom to be used annually by or on behalf of the Helen E.Holmes Circle for its general purposes." 2.Paragraph FOURTH (H)of the decedent's Will bequeaths $15,000.00 outright to the "CLAYSVILLE PRESBYTERIAN CHURCH".As noted above,the said Church in 1957 changed its name to lIThe First Pre sbyterian Church of Claysville"and the accountant has attached to this petition the Receipt for Advancerrl;ent of the said sum by the said Church. J ~,, ~;:"~I,.-,--..J ----'j ~j:!~; ~-,~J -\~j rro '"_I ') rr' !~\ -'- "-', "-' _r _'J,J 'j - _r~ ,-,T jl..,- L'y V ,_'J 0 \-,,U--I ,nj ~l , ~, r , ~--[r::,J J rr j j '0.~"0 J - ....r-~\' j .. c -r I;':;:; J r-'"j ,- ------------------....... / ,I / DLLON NATIONAL BANK AID TRUST COMPAltt Uashington Office 40 South Main Stre~t Ua~h:tngton.Pennsylvania 15301 Helen E.Holmes Missionary Circle of . the Claysville Presbyterian Church c/o First Presbyterian Churcho£Claysville Wayne Street Claysville,Pennsylvania 15323 Gentlemen: Estate of Georgene H. and audit is being directed to you as there is a g the cash bequest under Article FOURTH (G) Will.This question will be raised for the Court's f:ti(~.w~=.stthe audit of the account.. Very truly yours, h/!'-f~ George F.Partridge,Jr.- Assistant Trust Officer GFPJr/dpm , \ ! ! ,:te&"'1:tB .n1;.e11 .dj'J..ro~O~$$11:1.0 no:.t!nldasU iote!~lll.GV!t8Msq;,nojanl:rlastJ ,," .', .:.. -,..' _.~,... ......1 •• !.I .. " .'• )'. .:.~. ...',..'. .. .~....,., .".'.) .," ....... .. "...,.... r - -~----------------~~- QLLON NATIONAL BANK ABD TRUST COMPABY Washington Office 40 South }'~~ln Street TJashington.Pennsylvanla1530~ July 25.1972 Mrs.Helen Elizabeth Pl.anto Kelso 42 East Wheeling Street . Washington.Pennoylvania 15301 Dear Mrs.Kelso: Estate of Georgene H. I am pleased tQ advise that a e above·esta we have today filed our first and fl in the negister of Wills Office,Court City ""-J'l"'U.l"'ftA1h""ngton,Washington County,Pennsylv will be called for audit sometime durin onday,September 11. 1972.You ma r represented by counsel if you s conformed copy of the.account ""4lnri!MolIlC\'!~ents,and balance for distribution ill of Mrs.Morton. e enclosure and advise ~eof any comments or au may have. Very truly yours, h.{!~ .George F.Partridge,Jr. Assistant Trust Officer GFPJr/dpm Enclosure ., tee-.rjoGl .rdl'~~d71108·O~eo11;i:O aoj'~l.dasW ~oeeI Slrr$vItsntteC!,lToj~n:1JfasW, "" ...... -, .. ,. ..~,- ..../-....J"~l -, ,.; ,. '1 r..:"c, ',<.i','·· ,t ,."'" ~"( "uJ;"-.f•'II ,.., ,~-...-"-....",;.,"t.~,-" ',r:... ,., -'. '\ ...," r, ..," ~.-... ~t~...l .~I ~ ,'\! ,.- .., " .11 ..~.\.,( -', .~. ,.' "" MELLON NATIONAL BANK AND TRUST COMPANY'"i , ,:,I I!I'I,I:,.•'I,'III WASHINGTON OFFICE 40 SOUTH M,AINiSTREEt ;ii,i,:,,:,IIII!~I~11 WASHINGTON,PENNSYLVANIA 15301 GEORGE F.PARTRIDGE.JR. ASSISTANT TRUST OFFICER Mrs.Margaret H.Burns 130 'Main Street . Claysville,Pennsylvania 15323 Dear Mrs.Burns: " July 25,1972 Estate of Georgene H.Morton -Account No.101-526 Please be advised that as executor of the above estate we .have today filed our first and final account in the Register of Wills Office,Washington,Washington County,Pennsylvania.This account will be called for audit sometime during the week be- ginning Monday,September 11,1972,in the Orphans'Court- room,on the third floor of the Court Hous~,Washington, Pennsylvania.You may be present at that time or represented by counsel if you so desire. Enclosed for your information is a conformed copy of the first and final account listing assets,disbursements,and the balance for distribution in accordance with your sister's Will. Please review enclosure and advise me of any comments or questions you may have. Very truly yours, h;{J~~ George F.Partridge,Jr. Assistant Trust Officer GFPJr/dpm Enclosure -" i! J .I ...fl·:;£-..J ;0 '"»rrl ;::0 (f>G')c:z .......- :::I:(/)c:::::>IU?(;:..~ :z -I rr:illG.>fT1 r--i ::::::J r·-r-"'IIG)0 1.•-Z --... ""11 ""'"0 ::->.:.....-... ~..:,~- 0 :;:'1 r---l: -0 r-~ C):t><n !..A..J en ." Return has been filed and the tax paid,It has not been audited,nor No.13 of 1971 HEARING ON AUDIT If the Court please,I have all of the necessary Thursday,September 14,1972,at 10:00 A.M.,ED T The Honorable RICHARD DI SALLE,J., Specially Presiding. SCHMIDT &ALLISON,Esqs.,of Washington,Pa., representing the Accountant. MR.ALLISON: Estate of IN RE: I think ought to be put into the record,The Federal Estate Tax iii ffi TIME:I-0:o0.IJJ0: ~THE COURT:The first estate is the estate of Georgene H. ou ~Morton.The Executor is Mellon National Bank &Trust Company uii:lI.o and the attorneys are Schmidt &Allison, the'closing'letter received;and therefore,the Audit Petition reque ts IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN • ORPHANS'COURT DNISION papers.,There are no complications.There are several matters_•.It.' J ..:u 0:l-V) C .J~APPEARANCES:u c :J., :tI-"N ( ) ( ) GEORGENE H.MORTON,a/k/a ( GEORGENE HOLMES MORTON,a/k/a ) <GEORGENE Y.MORTON,( ) ( z<:i Deceased.>-V)z ZIIIII, iol-e>z :J: V)~BEFORE: '....,.'l\.lit • 2 that the residue be reawarded to the Mellon Bank as trus;tee under Article Fifth of the Will,subject to any tax contingencies.Also attached to the Audit Petition is a lis t of the advancements rna de on account of distribution.And we have also attached the receipts th erefore.Another matter to 'vhich attention should be called is the fact that there is in the Will a bequest of $5,OuO outright to "the Helen E.Holmes Missionary Circle of the Claysville PresbytE rian Church,the income therefrom to be used annually by the Missional y Circle for its general purposes."Now Helen E.Holmes,the ded:~dent,," and her sister,Margaret Holmes Burns,who is also a beneficiary , under this Will"'vere all members of this Circle and this church a,/.,' one time during their lives.I am giving this as a matter of historlY. The Circle was formed in the Claysville Presby erian Church at that time in 1932 under the name of the Helen E.Holmes belonged to the Circle, misnomer of the beneficiaries,As I say,all three of the sisters Missionary Circle as described in the Will.The problem arises by lIill:IIIl-ll:o0-IIIll: l-ll::JoU oJ0( o~THE COURT:o beneficiary? MR.ALLISON: Has any question been raised regarding the No,there is not.We gave notice to the Helen E.Holmes Missionary Circle,but attached to the Audit Petition a certified resolution of the Board of Trustees of the Church, reciting that in 1927 the old name,Presbyterian Church of Claysvi ie, .•.0 3 was changed to the First Presbyterian Church of Claysville,and at the same time the Circle changed its name to its present form,Helen E.Holmes Circle,In other words,it eliminated the word Missioncry. The Resolution also recites that the Circle is an informal body, It has no governmental structures,no officers and not capable of annually by or on behalf of the Helen E.Holmes Circle for its Presbyterian Church of Claysville,the income therefr.om to be used general,purposes.",And as I say,the Circle received notice of to aWClrd the $5,900.00 under Ar~icle Fourth (G)to liThe First ,'I I (.' And the Res olution reque sts the Courtc~arrying.cma bus iness,<z>(>oJ>-•CIl Z Z11/II. iol-e>z :cCIl >( 3: also known as Georgene Y.Morton? Georgene H.Morton,also kno'vn as Georgene Holmes Morton, (NO RESPONSE) The audit is closed. Is there anyone here interested in the estate of iiill:11/ l-ll:oII. 11/ll: l-ll::>ou oJ>( U ~THE COURT:o ~u~the filing of this account and that this would be accomplished. !!!c ~THE COURT:What about the Inheritance Tax on that? u c ~MR.ALLISON:It would be exempt. :%:.." N THE COURT: ( AUDIT CLOSED) o • I hereby certtfy that the proceedings and evidence are contained fUlly and accuratetyln the notes taken by me on the bearlu of the above cause,and that this copy is a eorr~ct transcript of the sam • ..=uii1.1- UI a ~The foreC}oing record of the proceedings upon the a~hearing of the above cause is hereby approved and directs.d.to be filed•..r-N oiItIIII-0:oQ, III 0: I-0:::loU ..I«Uk:ILo ~z«>..I>-UI Z ZIIIQ, -ioI-l?l Z iUI«~ • e' o • I .. ;.' ,'....."".:... ".. ". .' ,.... -' " 4 , ..."'\. .. "",--i -~..",!"'J ~....... ~~;""J ::0~;-:'l ::rr:,~_. (f)C)c c:>I)-'u:~-:::.:- ~ -"-~.n (f)""I.....,.~..,. ~,-'to'ro '.)rn r- -\~,....~ ~;f-,}.c~!.-0 -~..-"C):!~CJ .c.-.-' -0 1-0 V...l ;::--U1 -~ ,\ '. ,. , '..~.- , ~--' Iu t4t Qtnurt nf Qtnmmnu Jltu.a nf lIu.a4iugtnu QtnuutYf Jtuu!iylnnuinf (Orpqnu!if Qtnurt iini!i1nu J ESTATE OF Georgene H.Morton,a/k/a Georgene Holmes Morton,a/k/a Georgene V.Morton,Deceased. No.63 -71-13 In the matter of the First and Final Account of Mellon National Bank and Trust Company,Executor ADJUDICATION AND DECREE And now November 1 ,191.1:-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due cons ideration th~~af ~b~~'ePlance for distribution in the hands of the Accountant is determined to be $if,j,•'and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account._ Additional debit asked at audit Additional credit asked at audit Balance -'--_ Deduct Clerk's Costs &Receipts,_ Attorney,__...:..S_c_h...:..m-=i...:..d_t-=&_A...:..I:..:,ll...:..·s-=o_n _ Russell Marino,Clerk O.C.,costs in certifying real estate to Recorder, Olga o.Woodward,Recorder,costs recording certification of real estate, Claysville Cemetery Association,perpetual care for Morton Cemetery lot,legacy,credit to be taken by the accountant for funds in the amount of $2000 advanced prior to distribution by the Court, Beallsville Cemetery Association,perpetual care of the John Morton plot,legacy,credit to be taken by the accountant for funds in the amount of $500 advanced prior to distribution by the Court, 358.79 75.94 2000.00 500.00 $173,521.35 $173,880.14 Margaret Holmes Burns,sister,specific bequest in kine of 1/2 of household effects,jewelry,coins and paper money as set out in Paragraph Second of the Will,held in king.and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court,1570.03 Helen Elizabeth Plants Kelso,specific bequest in kind of 1/2 household effects,jewelry,coins and paper monel as set out in Paragraph Second of the Will,held in kind and distributed as such at the appraised value,credit to be taken by the accountant for items advanced prior to distribution by the Court,1570.02 $171,171.20 $168,031.15 f;., ..,.."- ~ 0-to.~. lr :l Z n i 0' 0 ;.'9 --to • C (1) :l (1) --to ~ ....0 3 M -to. 0 ~ -to.0--to ~ ....(1) N ... := 0-to. --to ~ :::r(1) &:11 S~~ to; ~~ ~ .,.-.1.-..... Margaret Holmes Burns,sister,devise of real estate as hereinbelow described,held in kind and distributed as such at the appraised value,10400.00 Margaret Holmes Burns,sister,legacy,credit to be taken by the accountant for funds in the amount of '$15,000 advanced prior to distribution by the Court,15000.00 Helen Elizabeth Plants Kelso or James S.Kelso,her husband,legacy as tenants by entirety,credit to be taken by the accoudant for funds in the amount of $15000 advanced prior to distribution by the Court,15000.00 Caroline Meyers,legacy,credit to be taken by the accountant for funds in the amount of $1500 advanced prior to distribution by the Court,1500.00 Jeane DeFrance,legacy,credit to be taken by the accountant for funds in the amount of $1500 advanced prior to distribution by the Court,1500.00 Rebecca Wheatley,legacy,credit to be taken by the accountant for funds in the amount of $1000 advanced prior to distribution by the Court,1000.00 Mrs.R.E.Dozer,legacy,credit to be taken by the accountant for funds in the amount of $1000 advanced prior to distribution by the Court,1000.00 The First Presbyterian Church of Claysville,legacy, the income therefrom to be used annually by or on behal of the Helen E.Holmes Circle for its general purposes,5000.00 Claysville Presbyterian Church,now known as the First Presbyterian Church of Claysville,legacy,credit to be taken by the accountant for funds in the amount of $15,000 advanced prior to distribution by the Court,15000.00 Missionary Society of the Ingram Presbyterian Church, legacy,in memory of Mr.&Mrs.Samuel Morton, parents of donor,credit to be taken by the accountant for funds in the amount of $500 advanced prior to distribution by the Court,500.00 Salvation Army,legacy,for use in the Washington,Pa. area and in memory of Charles L.Morton,credit to be taken by the accountant for funds in the amount of $500 advanced prior to distribution by the Court,500.00 Mellon National Bank and Trust Company,Testamentar ITrustee,residue,in trust for Margaret Holmes Burns, sister,and for Helen Elizabeth Plants Kelso,under the lBrms of the will,subject to the payment of taxes due thereon and mindful of the Federal Unitrust provisions of 1969,including the following assets,held in kind and distributed as such at the appraised value: Principal cash and the fo llowing: 62 shares Gulf Oil Corp.,capital stock $1995.63 40 shares Kraftco Corp.,common stock 1652.50 40 shares G.C.Murphy Co.,common stock 1007.50 46 shares Pacific Gas &Electric Co.,com.1598.50 408 shares Pittsburgh National Corporation, 14050.50capitalstock Income personalty Cash 8777.57 101631.15 !I $157,631.15 $142,631.15 '$127,631.15 $126,131.15 $124,631.15 $123,631.15 $122,631.15 $117,631.15 $102,631.15 $102,131.15 $101,631.15 No balance 0-+.0 ~II' ():J Z () ....0 ....'9 t:Y 0 c :r ",,*t Cil"~ (l) =0 3 t:Y -+. 0 0 --: -+..... t' _t .... ~ (l) ~ "'"0 0 +-+ -+. -' -+. III b ....:r = (l) ~=t:Y :-0 StI:) ~t-t' ~ tI:) ;> tI:) ;> ... L ....:'.-. REAL ESTATE TO BE CERTIFIED TO THE RECORDE OF WA COUNTY BY THE CLERK OF THE ORPHANS'CO Georgene H.Morton,a/k/a Georgene Holmes Morton,/k/a Geo ge V. Morton,devisor,to Margaret Holmes Burns,devisee 0 all the ri ht,title and interest of the devisor in and to all that certain par escribed as follows: ALL that certain lot of ground situate on Ma n or Lawrence Street in the Borough of Claysville,Washington County,Pennsylv nia being one-half of Lot No.22 in the General Plan of said Boro gh. Having erected thereon a five room frame d elling. BElliG the same premises devised to Georg ne Holme Morton by her mother,_Mary Elizabeth Holmes,a/k/a Mary E.Holmes,ho died testate December 23,1951,and whose will is of record in the Reg ster of Wills Office of Washington County,Pennsylvania,in Wi I Book 78,Page 59, the certification of said real es tate to the Recorder of D eds is of ecord in Deed Book 852,Page 415 (wherein the recital of title fo the prem ses at No.128 Main Street was erroneously given as Deed Boo Volume 43,Page 454,whereas the same should correctlyhave been set f rth as Dee Book Volume 443,Page 668). CERTIFIED TO RECORDER:IDVEMBE 24,197 4'•-...",~,.... 1 0 riO ...,..0 ~rr ():J Z () .....0 -+9 ~J QI 0 c :::r ..... CD 'S.CD ~ 0 3 QI ...,..0 0...,....... -' ...... t .., CD fa .., ...0 0...,.. '" -' ...,.. b .....:::r := CD ra:=QI ~ S t.P ~ (Vi.c (1)4:. ~ ~ ..-l 0- ~ ?> --.>'..J t'l'J .:- .:;r C':::-a ?> ..?:;<.,) ~..:"-.,.... 0.-:£ti-:zt::J p 0 _!n::r-'-__Ii U.J-r:..;;;. U.J uJ r-Z (.1;tf)- ,~:!t (•.11 :t: ~ol..l c;:::)::::>'-'<f) ';1!t:0:::uJ -cd:. N a;~ \t r---..~lJI ....'; I' COURT OF COMMON PLEAS OF WASHlN"GTON COUNTY,PENNSYLVANIA ORPHANS I C OURT DIVISION J RE:ESTATE OF GEORGENE H.MORTON, DECEASED } } } } } RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: W~,MARGARET HOLMES BURNS and HELEN ELIZABETH PLANTS KELSO,legatees under Paragraph SECOND of the Will of Georgene H.Morton, also known as Georgene Holmes Morton or Georgene Y.Morton,do hereby acknowledge"to have received from Mellon National Bank and Trust Compa~y, Executor of the Estate of Georgene H.Morton,Deceased,the following at the value set opposite: Household goods $2752.46 and request your Honorable Court to charge the same against us in the Decree of Distribution to be entered in the above entitled Estate. In consideration of this advancement being made at this time,we agree to return all or any part thereof should it later appear that for any reason said advancement should not have been made. DATED this (J fa day of April,1971. ciJ~6~,J.J:),fJ~g~ Helen Elizab7 Plants Kelso • COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF GEORGENE H.MORTON, DECEASED ) ) ) ) ) RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURTz We~MARGARET HOLMES BURNS and HELEN ELIZABETH PLANTS KELSO, legatees under ParagraphSECOND of the Will of Georgene H.Morton,do hereby acknowledge to have received from Menon National Bank and Trust Company,Executor of the Estate of Georgene H.Morton,Deceased,the following at the value set opposite: Coin s and paper money as set forth in appraisals dat ed March 22 and June 14,1971 $237.59 and request your Honorable Court to charge the same against us in the Decree of Distribution to be entered in the above entitled Estate. In consideration of this advancement being made at this time,we agree to return all or any part thereof should it later appear that for any reason said advance- ment should not have been made. :zv J O~ DATED this 6'lif7 day of June,1971. Witness: ~/~ • dJA ~4J.Jj"P~dt!~ Helen Elizabetli Plants Kelso COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF GEORGENE H.MORTON, DECEASED ) ) ) ) ) RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: We,MARGARET HOLMES BURNS and HELEN ELIZABETH PLANTS KELSO,legatees under Paragraph SECOND of the Will of Georgene H.Morton, do hereby acknowledge to have received from Mellon National Bank and Trust Company,Executor of the Estate of Georgene H.Morton,Deceased,the follow- ing at the values set opposite: 1 Lady's Wyler wrist watch 1 Wedding band with 5 single cut small diamonds 1 Lady's dia:u:nond ring with solitaire diamond weighing approximately.36 ct.,mounted in 14K yellow gold mounting 1 Lady's diamond ring consisting of center diamond weighing approximately.25 ct.and 4 small single cut side diamonds.Mounting is 14K yellow gold 5.00 10.00 85.00 50.00 and request your Honorable Court to charge the same against us in the Decree of Distribution to be entered in the above entitled Estate. In consideration of this advancement being made at this time,we agree to return all or any part thereof should it later appear that for any reas on said advancement should not have been made. DATED this ;10 day of May,1971. au &4 ~a1J:L P,l,..,t;.~#. Helen Elizabet Plants Kelso ~ CMA:jlb 31 3-17-71 ACCOUNT NUMBER:101-526 IN THE COURT OF COMMON PLSAS OF WASHING1'ON COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION RE:EsrATE OF GEORGENE H.MORTON, DBCBASED o o • No.63-71-13 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: I,MARGARET OOLMES BURNS ,being beneficially interested in the above titled Estate,hereby acknowledge to have received from Mellon National sank and Trust Company,EXECUTOR of the Estate of GEORGENE H.MORTON,DECEASED Real estate situate at 128 Main St.,Claysville,Pennsylvania Under Article Third of the Will -$10,400.00 Rent @$60.00 per month for January,February,and March,1971 -$180.00 and request Your Honorable Court to charge the same to me in the De- cree of Distribution to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account,I hereby agree to refund on demand,all or any pa~t of this advancement which maybe deter- mined to have been imprOperlY.~m de...;1 DATED thiS_,$-__tf__......,1K~__day of 77)~ WITNESS: II:Lu.v ©~(SllALl HolDies BUrns CMA:j1b 31 3-17-71 ACCOUNT NUMBER:101..526 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVAN lA,ORPHANS'COURT DIVISION RR:ESfATE OF GEORGENE H.MORTON, DRCEASHD o •No.63-71-13 • RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: I,MARGARE'f HOLMES BURNS ,being beneficially interested in the above titled Estate,hereby acknowledge to have received from Mellon Nationalaank and Trust Company,EXECUTOR of the Estate of GEORGENE H.MORTON,DECEASED The Sum of Fifteen Thousand Dollars ($15,000.00) Cash Bequest under Article Fourth (A)of the Will and request Your Honorable Court to charge the same to me in the De.. cree of Distribution to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account,I herebY agree to refund on demand,all or any pa~t of this advancement which maybe deter.. mined to bave been improper~/'::·.•.•.LI DATED this_~__J/_~~day of m~/' "Wf!'f4esS: 19 7 /,- '7r!~~~~_.(SEAL)~Margaret Holmes Burns /1/~)r I:: CMA:j1b 31 :3-17-71 ACCOUNr NU~1BER:101-526 IN TME(.OURT OF COMMON PLEAS OFWASHINGTOr(:OUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION RE:ESTATEOF 63-71-13 GEORGENE H.f'10RTON, DECEASED -N.;~,-----~'gP-l'g.--- RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT:MISSIONARY SOCIETY OF THE INGRAM PRESBYTERIAN CHURCH •t'lEING BENEFICIALLY INTERESTED IN THE ABOVE TITLED ESTATE,HEREBY ACKNOWL.EDGES TO HAVE RECEIVED FROM MEL.L.ON NATIONAL.BANK AND TRUST COMPANY,EXECUTOR OF THE ESTATE OF GEORGENE H.MORTON •DECEASED The Sum of Five Hundred Dollars ($500.00) Cash Bequest under Article Fourth (I)of the Will AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FIL.ING AND AUDIT OF A FINAL.ACCOUNT,IT HEREBY AGREES TO REFUND ON DEMAND,ALL OR ANY·PART OFTHIS ADVANCEMENT WHICH MAYBE DETERMINED TO HAVE BEEN IMPROPERLY MADE. AlTEST DATED THIS -~/4 DAY OF__~..;...-._~.--;.~~__•1971 Missionary Society of the Ingram Presbyterian Church ./ BY:,~~£ • CMA:jlb 31 3-17-71 ACCOUNT NUMBER:101-526 IN THE COURT OF COMMON PLEAS OF\vASHINGTON COUNTY, PENNSYLVANIA,ORPHANS'COUKT DIVISION RE:ESTATE OF GEORGENE H.MORTON, DECEASED I 63-71-13 W..-------Qfi.Jtl'!"- RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: CLAYSVILLE PRESBYTERIJ\N CHURCH,now THE FIRS,']IEING BENEFICIALLY PRESBYTERIAN CHURCH OF CLAYSVILLE, INTERESTED.IN"THE ABOVE TITLED ESTATE,HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY,EXECUTOR OF THE ESTATE OF GEORGENE H.MORTON •DECEASED The Sum of Fifteen Thousand Dollars ($15,000.00) Cash Bequest under Article Fourth (H)of the Will AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OFTHISADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT,IT HEREElY AGREES TO REFUND ON DEMAND,ALL OR ANYPART OFTHIS.ADVANCEMENT WHICH MAYBE.DETERMINEDTOHAVE BEEN IMPROPERLY MADE. DATED THIS,J_)_'DAY OF IlI'1/f'cj ,19 J / ATTEST .....~~t .~~ Claysville Presbyterian Church, now The First Presbyterian Church of Claysville ..' TA'702 AllV.IlIeO) CMA:j1b 31 3-17-71 ACCOUNT NUMBER:101-526 IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY,. PENNSYLVANIA,ORPHANS'COURT DIVISION RE:..ESTATE OF GEoRGENE H.MORTON, DECEASED 63-71-13 ~A DEJ~_ RECEIPT FOR ADV ANCEMENT " TO THE HONORABLE,THE.JUDGES OF SAID COURT: SALVATION ARMY •BEING BENEFICIALLY ,.INTERESTED IN THE ABOVE TITLED ESTATE,HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY,EXECUTOR OF THE ESTATE OF GEORGENE'H.MORTON" The Sum of Five Hundred Dollars ($500.00) Cash Bequest under Article Fourth (J)of the \'li11 AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIElUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT,IT HEREBY AGREES TO REFUND ON DEMAND,ALL OR ANY PART OFTHIS ADVANCEMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY MADE. DATED THIS 3_0t_h DAY OF __-.-...;Ma~;;;.rc~h=-,19 71 ATTEST The Salvation Army H.~A~Ro~~chramm,Secretary BY: 1i i~ CMA:j1b 31 3 ..17..71 ACCOUNT NUMBER:-101-526 IN THE COURT OF COMMON PLEAS OF \'lASHINGTON COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION 63-71-13 W...-------g~~9-- RE:ESTAIE OF GEORGENE H.MORTON, DECEASED I I I RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: 'CLAYSVIlLE PRESBYTERIAN CHURCH,now THE FIRS;:IeEING BENEFICIALLY PRESBYTERIAN CHURCH OF CLAYSVILLE, INTERESTED IN THE ABOVE TITLED ESTATE.HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY,EXECUTOR OF THE ESTATE OF GEORGENE H.MORTON ,DECEASED The Sum of Fifteen Thousand Dollars ($15,000.00) Cash Bequest under Article Fourth (H)of the Will AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT.IT HEREBY AGREES TO REFUND ON DEMAND,ALL OR ANYPART OFTHIS,ADVANCEMENTWHICHMAYBE DETERMINED TOHAVE BEEN IMPROPERLY MADE. DATEDTHIS,__A_'.::;."J...<11I't~",.,DAY OF h1~I ,'971 ATTEST TIIl·,oa AEV.(1111111 Claysville Presbyterian Church, now The First Presbyterian Church of Claysville • 'l! CMA:jlb 31 3-17-71 ACCOUNT NUMBER:101-526 INtlU~COURT OF COMMON PLEAS OF WASHINGtON COUNTY, PF..NNSYLVAN lA,~OR~H.ANS'."COURI ~D IV I SlON RS:ESfATE OF GEORGENE H.r<lORTON, DECEASED • • • NO.63 -71-13. RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: I,JEi~E DEFRANCE ,being heneficial1y interested in the above titled Estate,herehy acknowledge to have received trom Mellon National Bank and Trust Company,EXECUTOR of the Estate of GEORGENE H.MORTON,DECEASED The Sum of Fifteen Hundred Dollars ($1,500.00) Cash Bequest under ~ticle Fourth (D)of the Will l and request Your Honorable Court to charge the same to me in the De- cree of"'Di"stribution t'o"'15c"entered"'in"said-Est'ate". In consideration otthis advancement being made prior to the tiling and audit of a Final Account,I hereby agree to refund on demand,all or anypa:rt of thisadvar)cement which may be deter- mined to have been improperly made. DATEOthis day of ,19__ WITNESS: TI Ii!I f:"'.; CMA:jlb 31 3-17-71 ACCOUNT NUMBER:101-526 IN THE COURT OF COMMON PL.SAS OF WASHINGrON COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION R8:ESfATE OF GEORGENE H.MORTON, DBCaASBD o o t No.63-71-13 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: 1,MRS.R.E.DOZER ,being beneficially interested in the above titled Estate,hereby acknowledge to have received from Mellon National Bank and Trust Company,EXECUTOR ot the Estate of GEORGENE H.,MORTON,DECEASED The Sum of One Thousand Dollars ($1,000.00) Cash Bequest under Article Fourth (F)of the Will and request Your Honorable Court to charge the same to me in the De- cree ot Distribution to be entered in said Estate. In consideration ot this advancement being made prior to the tiling and audit ot a Final Account,1 herebY agree to refund on demand,all or any pa~t of this advancement which may be deter- mined to have been improperly made. DATED this Y f:tl WITNESS: ,197/ ~~:.---,'..:...#-1-Jt~!~~~~(SEAL) Mrs.R.E.Dozer CMA:jlb 31 3-17-71 ACCOUNT NUMBER.:101-526 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVAN lA,ORPHANS'COURT·DIVISION R8:EsrATE OF GEORGENE H•.MORTON, D,BCRASED o t No.63-71-13 • RECEIPT FOR ADVANCEMENT TO THE OONORABLE,THE JUDGES OF SAID COURT: I,CAROLINE MEYERS ,being heneficially interested in the above titled Estate,herehy acknowledge to have received frQm Mellon National sank and Trust Company,EXECUTOR of the Estate of GEORGENE H.MORTON,DECEASED The Sum of Fifteen Hundred Dollars ($1,500.00) Cash Bequest under Article Fourth (C)of,the will and request Your Honorable Court to charge the same to me in the De- cree of Distribution to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account,I hereby agree to refund on demand,all or any pa:rt of this advancement which may be deter- mined to have been improperly made. DATED this c2 ~ WITNESS: daYOf~,197/-. _....,.~=....,..;-..=.;.-=----..:..........~J........--._._.(SEAL) Caroline MeYe~ ""f'1. 1 l ,. CMA:jlb 31 3-17..71 ---------~-----------:---------- ACCOUNT NUNBER:101-526 IN THE COURT OF COMMON PI...EAS OF WASHINGTON COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION Rli:EsrATE OF GEORGENE H.MORTON, DECEASED o o e No.63-71-13 RECEIPT FOR ADVANCEMENT TO THE OONORAgLE,THE JUDGES OF SAID COURT: I,REBECCA \vHEATLEY ,being henef icially interested in the above titled Estate,herehy acknowledge to have received from Mellon National sank and Trust Company,EXECUTOR ot the Estate of GEORGENE H.MORTON,DECEASED The Sum ot One Thousand Dollars ($1,000.00) Cash Bequest under ~rticle Fourth (E)of the -Will and request Your Honorable Court to charge the same to me in the De- cree of Distribution to be entered in said Estate. In consideration of this advancement being made prior to the filing and audit of a Final Account,I herebY agree to refund on demand,all or any pa~t of this advancement which may be deter- mined to have been improperly made. DATED this V__V day of"~ WITNESS: ,1971.- -', ,- ""T'! i-l CMA.:j1b 31 3-17-71 ACCOUNT NUMBER:101-526 IN THE COURT OF C0l+10N PLEi-\'S OF WASHINGTON COUNrY, PENNSYLVANIA,ORPHANS'COURT DIVISION RE:ESTATE OF GEORGENE H.MORTON, DECEASED I o No.63-71-13 t RECEIPT FOR ADVArCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT:WE,HELEN ELIZABETH PLANTS KELSO OR JAMES L.KELSO,BEING BENEFICIALLY INTERESTED IN THE ABOVE TITLED ESTATE,HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY, EXECUTOR OF THE ESTATE OF GEORGENE H.MORTON,DECEASED The Sum of Fifteen Thousand Do11axs ($lS,OOO.OO) Cash Bequest undex Axtic1e Fouxth,(B)of the Will AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO US IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT,WE HEREBY AGREE TO REFUND ON DEMAND,ALL OR ANY PART OF THIS ADVAN:EMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY MADE. DATED THIS d a DAY OF '>7j d WITNESS: ,19 7 I .1AL:jlb 31 ACCOUNT NUMBER:101-526 IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY ,. PENNSYLVANIA,ORPHANS'COURT DIVISION RE:6STATEOF GEeRGBNE H.MORTON t DECEASFD No.63-7l13lF 19 71 RECEIP~T FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT: CLAYSVIlLE CEMETERY ASSOCIATION ,BEING BENEFICIALLY INTERESTED IN THE ABOVE !ITLED ESTATE,HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY, OF THE ESTATE OF GEORGENE H.MORTON EXECUTOR ,DECEASED The Sum of Two Thousand Dollars ($2,000.00) Cash Bequest under Article First B of the Will AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT,IT HEREBY AGREES TO REFUND ON DEMAND,ALL OR ANY PART OF THIS ADVANCEMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY MADE. DATED THIS,..LZ DAY OF_-J...,,:.:.<:~~=-"'",19 7f ATTEST Claysville Cemetery Association IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY,. PENNSYLVANIA,ORPHANS'COURT DIVISION RE:5STATEOF GSORGSNB H..MORtON, D£CBASW> RECEIPT FOR ADVA~CEME~T TO THE HONORABLE,THE JUDGES OF SAID COURT: ,BEING BENEFICIALLY INTERESTED IN THE ABOVE TITLED ESTATE,HEREBY ACKNOWLEDGES TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY, OF THE ESTATE OF GSORGSNB It.KORl'ON The sum o~Five JlUldJ:ed Dol1ats ($500.00) Casb BeqUest undeJ:Ard,~e 'irst C of 'the Will ,DECEASED AND REQUEST YOUR HONORABLE COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIElUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FILING AND AUDIT OF A FINAL ACCOUNT,IT HEREElY AGREES TO REFUND ON DEMAND,ALL OR ANY PART OF THIS ADVANCEMENT WHICH MAY BE DETERMINED TO HAVE BEEN IMPROPERLY MADE. DATED THIS--I-+-)rr~d~'•_DAY OF.·~r ,'91/ ATTEST TR-7021"-I\Il ," \,i\.\\" ~-.:I.-r"f~l'""..,;;.;-""ITT :::0(,n C')c::=:.~i......-I_u:r:(Ii , ('J {')--.;;......,rl1 r"4'4~'('-~r.-;~~;'-.;::'J .~)C;)lC',:z:'.-q --"".-:1l:''"':':~:f;.I'(.:'............,4 ,-r-..~-"i.':')r-...r.:.. C>>V)':.'J'. -',J ,'..." SCHMIDT &ALLISON ATTORNEYS AT LAW 438 WASHINGTON TRUST BlilLDING WASHINGTON,PE,~NA 11;301 J r -------------- '.. '. RESOLUTION The following is a true and correct copy of a Resolution unanimously adopted at a meeting of the Board of Trustees of THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE,a Pennsylvania nonprofit corporation,said meeting having been duly called and held March It),1971,a quorum being present and voted: WHEREAS,GEORGENE H.MORTON,a/k/a GEORGENE HOLMES MORTON,a/k/a GEORGENE Y.MORTON,of the City of Washington,Pennsyl- vania,died December 30,1970,and by her Will of record in the Register of Wills'Office of Washington County,Pennsylvania,in Will Book 111,Page 200, bequeathed in ARTICLE FOURTH (G)thereof FIVE THOUSAND ($5,000)DOLLARS to the HELEN E. HOLMES MISSIONARY CIRCLE of the CLAYSVILLE PRES- BYTERIAN CHURCH,the income therefrom to be used annually by the Missionary Circle for its general purposes; and WHEREAS,the HELEN E.HOLMES MISSIONARY CIRCLE was organized September 23,1932,and the said Helen E.Holmes,who was the sister of the said Georgene H.Morton,was a member thereof until her death,September 12,1949, and WHEREAS,Georgene H.Morton was a member of and made regular periodic contributions for the said Circle from the time of its organization until her death,and WHEREAS,the said Circle is now known as the HELEN E.HOLMES CIRCLE,and WHEREAS,THE CLAYSVILLE PRESBYTERIAN CHURCH named in the .''. said Will,in 1957,changed its name to "THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE",and WHEREAS,there is no other "CLAYSVILLE PRESBYTERIAN CHURCH" I ' in this area,but the~e is a "CLAYSVILLE UNITED PR.ESBYTERIAN CHURCH" which,however,does not have a HELEN E.HOLMES MISSIONARY CIRCLE,or one of similar name,arid WHEREAS,the said HELEN E.HOLMES CIRCLE is an unincorporated group made up of members of this Church and exerts its endeavors in the missionary field and has no formal governmental structure,only circle leaders. WHEREAS,this Church and the members of the said CIRCLE are very appreciative of this bequest and desire that the Church receive the same for the use specified in the bequest,namely -that the income from the bequest be used annually by or on behalf of HELEN E.HOLMES CIRCLE for its general purposes. NOW THEREFORE,IT IS: RESOLVED,That THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE requests the Orphans r Court of Washington County,Pennsylvania,to award the sum of FIVE THOUSAND ($5,000)DOLLARS specified in ARTICLE FOURTH (G)of the Will of GEORGENE H.MORTON to THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE,the income therefrom to be used annually by or on behalf of the HELEN E.HOLMES CIRCLE for its general purposes,and FURTHER RESOLVED that the Trustees of THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE verily believe that such an award will accomplish the true intent of the said Georgene H.Morton and do obligate THE FIRST PRESBYTERIAN CHURCH OF CLAYSVILLE to be strictly bound thereby. Secretary (CORPORATE SEAL) .., '..tI','. ,T ..r 't..,.,TT T .'T,.J ,'-''~.'.,..Y'T • I '¥.«,.- T ,,. I . .t. I •.,T r_ '~:'[r [,'""[ f--,"'d ~'t·.....:..v,) -.,J ....:"".j.:...r:rv r ~....,-~ ''''0\~~J..;...- ....'•.i,,* scC' -, [ \' ", 'C .' r \.~l r t (r r y' PV ,. :J ,. ·v -r:CJ r ....."T I ~•_.~. r1'T ~" ,I T 'r ~fr'.=:f::··"j: r·..'.1'1 ,.~..;,J' T .( J ')" I , \~~~I " 'I'l"-'>:..l IN THE MATTER OF THE ESTATE OF Geo~geri:e H.Morton,a/k/a Geo.rgene Holmes Morton,a'fREfa".D. Geo.rgene Y.Morton IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 63-71-13NO._-=-=_-'-=c........:=-=---'----_ KNOW ALL MEN BY THESE PRESENTS.THAT Mellon National Bank and Trust Company, Testamentary Trustee, DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FR9M MELLON NATIONAL BANK AND TRUST COMPANY.....,'-----'E=x=-=e=c'-"u"-'t'-"o~r"___ Georgene H.Morton,also known as Georgene OF THE ESTATE of·~H~o~l~m~e~s~M~~o~r~t~o~n~,~a~l~s~o~~~~o~w~n~a~s~G~e~o~r~g~e~n~e~Y~.~M~o~r~t~o~n~.---DECEASED,THE SUM OF One Hundred One Thousand Five Hundred Six and 151100-- - -(s101.506.15 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT NO.63-71-13 WITNESS MY HAND AND SEAL THIS__-Y:-'.-l/--,-o DAY OF WITNESs2r~/~ Securities Principal Cash Income Cash W.8282 November 19~. Mellon National Bank and Trust Company, T jy.ta:rp~nt/;r,;r~~!~~..' By:!a1:~.'Tfil4Tr;::a;fi.~6ce e 72,548.95 8,652.57 10l~506.15 •··~o.63-71-13 ORPHANS'COURT E'STATE OF ,, DOCKET PAGE _ Georgene H.Morton,a/k/a. Georgene Holmes Morton, a/k/a Georgene Y.Morton '.I RECEIPT" FROM ..I:lla:!.~ ::E -..J i<i :::J J"'.Jl>m :::0 C/>G")c:=:~..:..<n en <=> N,--Z --r ~-r--;--.("1",,!-'''>~~~..-~iT!~ -l -,-~t::;~~ (:..").8-Z r '-0 ., •T~::-)<-'_x 0 .., :-~,~'v •~. ,~~J>(f)'---..>. ~ Mellon National Bank-and Trust Company,Testamentary Trustee TO Mellon National Bank and Trust COITlpany,Executor FILED 19__ ;. IN THE MATTER OF THE ESTATE OF IN THE ORPHANS'COURT IN AND FOR WASHINGT·ON COUNTY,PENNA. 63-71-13NO.--,----'-'--'--__----------- THE CLAYSVILLE UNITED PRESBYTERIAN CHURCH,Successor,by Merger to. KNOIN A Lt.M EN BY THESE PRESENTS'.THAT----"T"--=H=E~F=__:I~R=S~T~P'__'RE="_'S~B=_"Y:.....:T~E"_='R7I""'AN'-""'-~C"-"H""-"U"-'R~C"-'!H""-'O~F _ CLAYSVILLE Geo~gene H.Morton,a/k/a Georgene Holmes Morton,afff7":1ED ' Georgene Y.Morton esoJHEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy_E_x---'e__c__u__t__o__r _ Georgene H.Morton,also known as Georgene OF THE ESTATE OF Holmes Morton.also known as Georgene Y.Morton.DECEASED,THE SUM OF FIVE THOUSAND ONE HUNDRED TWENTY -FIVE AND No/100 (s 5,125.00 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No.__----'6_3_-_7_1_-_13 _ WITNESS MY HAND AND SEAL THIS DAY OF November 197..2-. The First Presbyterian Church of Claysville, Q]. ~!!~~.no~by,avnerger The aysyille United Presbyteri n WITNES _~~~Church B •/'{If/,I ~SEAL Award per decree $5,0 •00 S'eC!~~1)f~.ste~ Statutory interest from 12/30/71 through :> 10/31/72 125.00 $5,125.00 W.ezB2 ,-i _-;-C ~'r NO.63-71:13 ORPHANS'COURT ESTATE OF Georgene H.Morton,a/k/a Georgene H9lITles Morton. a/k/a Georgene Y.Morton;c' Deceased DOCKET PAGE-~I RECEIPT ( FROM '1 I r ',c' <•, -';;~f..,I--J F"'V:-:::;::::J :::n :;;:::r:-~~··-::>Pl c::=Cf'~~r)~.t-~~i:x:(fl ,C/1 .'-,)--;rnz .4_;:~'---,lj-:-,rn r-:-= '.,....-7::0 ,-l 0 0 -0-.,..""."- .~~"'"-.-t1 ;.- -;;-.::-:>--:..1 ::.N':J --Cc~I ~,--c r 0 v.>1>(f')..r:.- The First Pre~byterian Church of Claysville,now by r ITlerger The Claysville United,· Presbyterian TO Church~ Mellon National Bank and Trust COITlpany.Executor 'FtLED 19__ ,l. -.-_.. ,f)..~ \..f ., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF GEORGENE H.MORTON DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA- CHARITABLE REMAINDER UNITRUST ) ) ) ) ) ) ) ) No.63-71-13 In the matter of the First and Final Account of Mellon Bank N.A.,Successor by Merger to Mellon National Bank and Trust Company,Trustee ADJUDICATION AND DECREE And now May /1 ,1992,this matter having came on for hearing,audit and distribution and testimony taken; upon due consideration thereof,the balance for distribution in the hands of the Accountant is determined to be $187,272.82 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed sec.reg.or an appeal taken herefrom sec.leg. BY THE COURT,~c4 ltb./~'"7 THOMAS D.GLADDEN,P.J. SCHEDULE OF DISTRIBUTION PRINCIPAL Balance per Account Additional credits per Audit Less:Additiona1 debits per Audit BALANCE $186,184.68 1,606.18 $187,790.86 518.04 $187,272.82 $187,272.82 OZ:+lHd ZlAVHZ6 MELLON BANK N.A. f.. Attorney:Jonathan Allison,Esquire Balance Brought Forward To:The Gideons,International, Remainderman,one-sixth (l/6th)of balance,viz.: PRINCIPAL Cash $30,275.71 $187,272.82 INCOME Cash 936.43 $31,212 .14 $156,060.68 To:Pennsylvania Association for the Blind,Washington County Branch,Remainderman one-sixth (l/6th)of balance, viz.: PRINCIPAL Cash INCOME Cash $30,275.70 936.43 $31,212.13 $124,848.55 To:Southwestern Pennsylvania Easter Seal Society for Crippled Children and Adults,Incorporated, Remainderman,one-sixth (l/6th)of balance, viz.: PRINCIPAL Cash INCOME Cash $30,275.70 936.43 $31,212.13 $93,636.42 To:Young Men's Christian Association,Remainderman, one-sixth (l/6th)of balance,viz.: PRINCIPAL Cash $30,275.71 INCOME Cash 936.43 -2- $31,212 .14 $62,424.28 .(' .- Balance Brought Forward To:Board of Home Missions of the united Presbyterian Church of North America, Remainderman,one-sixth (lj6th)of balance,viz.: PRINCIPAL Cash $30,275.71 $62,424.28 INCOME Cash To:Washington City Mission, Incorporated,Remainderman, one-sixth (lj6th)of balance viz.: 936.43 $31,212.14 $31,212.14 PRINCIPAL Cash INCOME Cash $30,275.71 936.43 -3- $31,212.14 NONE ·. No.63-7:t-::1.~_ In the matter of the First and Final '~ Account of Mellon Bank N.A.,Successor by Merger to Mellon National Bank and Trust Company,Trustee ofE~o~~Georgene H.Morton,Deceased for Helen Elizabeth Plants Kelso and The United Presbyterian Church of North America -Charitable Remainder Unitrust .Abjubitntinn HOO mttrtt /J-vo V4/S;;i}~6;;r:-6'dJ? Jonathan Allison,Esquire """2 ~"'PO//'J <TV) .. "I ~.- 'I ) RECEIPT IN THE MATTER OF (J3 AUG -s p;~!:07 THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST )f;;/::::F;,-.:.::;'\;: FOR HELEN ELIZABETH PLANTS~,:i;,c:,.~,;.±.;~;<:_.',:..e,). H f;\~·H~\.U.:'!t ±t._~[r}DEiKELSOANDTHEUNITED¥)1'~."m 'v;'.n·,..'.,.,!". PRESBYTERIAN CHURCH OF ) NORTH AMERICA-CHARITABLE ) REMAINDER UNITRUST ) COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 KNOW ALL MEN BY THESE PRESENTS,that YOUNG MEN'S CHRISTIAN ASSOCIATION,Remainderman,does hereby acknowledge to have received from Mellon Ban]{,N.A.,Trustee of the Estate of Georgene H.Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the united Presbyterian Church of North America-- Charitable Remainder Unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and l4/l00ths ($31,212.14)consisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas,Orphans'Court Division In and For Washington County, Pennsylvania,entered at the above number. And we do further authorize and direct the WITNESS our hand and seal this ----- __J_r_'~,1992. Clerk of the Orphans'Court Division to enter a receipt on the P,FS AeGl.~~..,}t Docket in our name,place and stead. YOUNG MEN'S CHRISTIAN ASSOCIATION Audit Vol. No.63-71-13 _______page RECEIPT ESTATE OF GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA--CHARITABLE REMAINDER UNITRUST Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 f' .. r,. f • if~~!L ~E.cE I B.T""'~"1INTHEMATTEROF')3 AUG -'::1 t'e;1·U i THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST ).,..~':'";;-,, ~~~S~E~~~~~iZ~~~i~DPLANTS\~Vl~SHjNGTOI\!CO"Plt PRESBYTERIAN CHURCH OF ) NORTH AMERICA-CHARITABLE ) REMAINDER UNITRUST ) f\.)t0'.~ ~;:.:~ •0<:). ~t~l.1J: ~~!r'C'.:)~,:;"~t!...,."~:tF~::I COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 KNOW ALL MEN BY THESE PRESENTS,that BOARD OF HOME MISSIONS OF THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA,Remainderman,does hereby acknowledge to have received from Mellon Bank,N.A.,Trustee of the Estate of Georgene H. Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the united Presbyterian Church of North America--Charitab1e Remainder Unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and 14/100ths ($31,212.14)consisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas, Orphans'Court Division In and For Washington County,pennsylvania, entered at the above number. And we do further authorize and direct the Clerk of the Orphans'Court Division to enter a receipt on the Audit Docket in our name,place and stead. WITNESS our hand and seal this 22nd day of :..;;Ma.:;:.y'--,1992. SEAL) B.Singh,Ass't Secretary BOARD OF HOME MISSIONS OF THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA (a/k/a Presbyterian Church (U.S.A.)Foundation) (. Audit Vol. No.63-71-13 _______Page RECEIPr ESTATE OF GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA--CHARITABLE REMAINDER UNITRUST Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 lJ IN THE MATTER OF ) THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST) FOR HELEN ELIZABETH PLANTS) KELSO AND THE UNITED ) PRESBYTERIAN CHURCH OF ) NORTH AMERICA-CHARITABLE ) REMAINDER UNITRUST ) RECEIPT Ij~I~-3 ~~;;e "'1~,:,.... f!S:~'~!> (~5 ~J::~'"')...~f,: ~"..-;\ i'\~~ COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 KNOW ALL MEN BY THESE PRESENTS,that THE GIDEONS,INTERNATIONAL,Remainderman,does hereby acknowledge to have received from Mellon Bank,N.A.,Trustee of the Estate of Georgene H.Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the United Presbyterian Church of North America-- Charitable Remainder Unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and 14/100ths ($31,212.14)consisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas,Orphans'Court Division In and For Washington County, Pennsylvania,entered at the above number. And we do further authorize and direct the Clerk of the Orphans'Court Division to enter a receipt on the Audit Docket in our name,place and stead. WITNESS our hand and seal this --=------.-;;..- ----LI'1--1-=7~---'1992.day of I!l:::~:-,::) \,Il ,,1 !':::111,::..~: 1.)\,\ I,,,,,,,,,,, :;;"',/''''') ;!:;:~::::::!~~:~:~::;I '\;""11",,,,,,';1l::;::~;jl::l:::~::: THE By: GIDEONS,INTERNATIONAL ~~ Audit Vol. No.63-71-13 _______Page RECEIPT ESTATE OF GEORGENE H.HORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AHERICA--CHARITABLE REMAINDER UNITRUST Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 i. ., ,~ ·. IN THE MATTER OF } THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST} FOR HELEN ELIZABETH PLANTS} KELSO AND THE UNITED } PRESBYTERIAN CHURCH OF } NORTH AMERICA-CHARITABLE } REMAINDER UNITRUST ) RECEIPT COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 day of ~ KNOW ALL MEN BY THESE PRESENTS,that PENNSYLVANIA ASSOCIATION OF THE BLIND,washington County Branch, Remainderman,does hereby acknowledge to have received from Mellon Bank,N.A.,Trustee of the Estate of Georgene H.Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the United Presbyterian Church of North America--Charitable Remainder Unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and 13/100ths ($31,212.13)consisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas, Orphans'Court Division In and For Washington County,Pennsylvania, entered at the above number. And we do further authorize and direct the Clerk of the Orphans'Court Division to enter a receipt on the Audit Docket in our name,place and stead. WITNESS our hand and seal this /90 ~o IT ;::.6 A~~t2 PENNSYLVANIA ASSOCIATION OF THE BLIND,WASHINGTON COUNTY BRANCH '. I",}l"... ,,''11-,i" .......'t'""~~~1 '\ ..'',,~l ,/"~.."';.~1,,\ ~.-.~.l :','~\ ;.i·'·''',-;I ..I -;.'::f ,;:t" ,.....\l ")~~" ','•{>,...\I",.'\ .,. Audit Vol. No.63-71-13 _______Page _ RECEIPT ESTATE OF GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA--CHARITABLE REMAINDER UNITRUST Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 ~ IN THE MATTER OF ) THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST) FOR HELEN ELIZABETH PLANTS) KELSO AND THE UNITED ) PRESBYTERIAN CHURCH OF ) NORTH AMERICA-CHARITABLE ) REMAINDER UNITRUST ) COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 KNOW ALL MEN BY THESE PRESENTS,that SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPLED CHILDREN AND ADULTS,INCORPORATED,Remainderman,does hereby acknowledge to have received from Mellon Bank,N.A.,Trustee of the Estate of Georgene H.Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the United Presbyterian Church of North America-- Charitable Remainder unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and l3/l00ths ($31,212.13)consisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas,Orphans'Court Division In and For Washington County, Pennsylvania,entered at the above number. And we do further authorize and direct the Clerk of the Orphans'Court Division to enter a receipt on the Audit Docket in our name,place and stead. J.WITNESS our hand and seal this dO--=:;.;...;:....--- ---I-~:....L-L.-=(f:.rl------'1992.day of .,ll'··''''''';. •;,.,..,1~·1,.,,':~::~:.~~.'~:.:~.::':~ f',.~'",I SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPLED CHILDREN AND ADULTS,INCORPORATED/._.._._~ .B~·~~:~;;"~~-··------~--~}-) /..'~.. /'//- C....///.- ·. , ,.' ,.••I ~"•" s...~•I.',Audit Vol. No.63-71-13 _______Page RECEIPT ~~'.. ESTATE OF GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA--CHARITABLE REMAINDER UNITRUST Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 ... ii ~ ,.,.,,,.I:::::'..~ ..:.... IN THE MATTER OF ) THE ESTATE OF GEORGENE H.) MORTON,DECEASED IN TRUST) FOR HELEN ELIZABETH PLANTS) KELSO AND THE UNITED ) PRESBYTERIAN CHURCH OF ) NORTH AMERICA-CHARITABLE ) REMAINDER UNITRUST ) RECE~?T COURT OF COMMON PLEAS ORPHANS'COURT DIVISION IN AND FOR WASHINGTON COUNTY No.63-71-13 KNOW ALL MEN BY THESE PRESENTS,that WASHINGTON CITY MISSION,INCORPORATED,Remainderman,does hereby acknowledge to have received from Mellon Bank,N.A.,Trustee of the Estate of Georgene H.Morton,Deceased in Trust for Helen Elizabeth Plants Kelso and the United presbyterian Church of North America-- Charitable Remainder Unitrust,the sum of Thirty-One Thousand Two Hundred Twelve and 14/100ths ($31,212.14)~onsisting of cash in full of the amount awarded to us under the decree of the Court of Common Pleas,Orphans'Court Division In and For Washington County, Pennsylvania,entered at the above number. And we do further authorize and direct the Clerk of the Orphans'Court Division to enter a receipt on the Audit Docket in our name,place and stead. WITNESS our hand and seal this 20 th day of t"),.,,,,,,n 1'::',:1:::,: j •...1;,~...·:1i,·,.~...,,."" :;;"i~"'~)..".,.•~-"")!"..,., i l'it:'~, ."~--~~:::::~;~:::::~.l:::i::'~t';~~~:::;, --...,I.,..;...L..=::::....:.r-,1992. WASHINGTON CITY MISSION, INCORPORATED By:(SEAL) No.63-71-13 Audit Vol.Page------- RECEIPT ESTATE OF GEORGENE H.HORTON,DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AHERICA--CHARITABLE REMAINDER UNITRUST ~ Filed: Fee: Jonathan Allison,Esquire 438 Washington Trust Building Washington,Pennsylvania,15301 (412)225-5010 )•-..<.• ~,'f'.., ::0.I'..'· r " .....~... ).'.-' ~ "" .......:- ....;:~ '.) ::',,]~~'~-,-'',:/'..•../"',", .I,'.-J /'f \r ,~........J J ~ J,..; .,'.~. " ,.~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION No.63-71-13 ;ESTATE OF GEORGENE H.MORTON,DECEASED DATE OF DEATH:DECEMBER 20.1970 FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA - CHARITABLE REMAINDER UNITRUST FIRST AND FINAL ACCOUNT OF MELLON BANK N.A. TRUSTEE UNDER THE WILL Accounting Period:November 1,1972 through March 2,1992 Purpose of Account:Mellon Bank N.A.offers this accouant to acquaint interested parties with the transactions that have occurred during the accounting period. ,/It is important that the account be carefully examined.Requests for additional information or questions can be addressed to: Arlene J.Paras Mellon Bank N.A. One Mellon Bank Center Pittsburgh,PA 15258-0001 (412)234-5199 SUMMARY OF ACCOUNT PAGES PRINCIPAL Receipts Net Gain on Sales Less Disbursements: General Disbursements Fees and Commissions Balance before Distributions Distributions to Beneficiaries principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts Net on Sales 3-8 9-14 15-16 16 17 18 19-21 22-52 53-64 197,452.09 L...-- 2,546.52 v 199,998.61 ~ t-/14,699.26 ~ 2,806.97 ~__--,l=-7w'L...=:5~0:....::6~.~2.::!.3_ 182,492.38 ---- 866.32 e-- 181,626.06 ~ 142,595.26 ~ Less Disbursements General Disbursements Fees and Commissions Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand 202-719 SF 65-66 66-68 69-72 73 2 16,020.82 20,854.49 142,595.26 36,875.31 ..-- 105,719.95 ....-- 101,161.33 ~ 4,558.62 ~ 186,184.68 i..-/ =============== 11/01/72 PRINCIPAL RECEIPTS Mellon National Bank and Trust Company,Executor Estate of Georgene H.Morton, Deceased: Securities awarded per Decree dated November 1,1972 at No. 63-71-13 in the Court of Common Pleas of Washington County,Pa. Orphans'Court Division,as follows: stocks: 40 62 40 46 408 G.C.Murphy Company,Common Gulf oil Corporation,Common Kraftco Corporation,Common Pacific Gas &Electric Company, Common Pittsburgh National corporation, Common 1,007.50 1,995.63 1,652.50 1,598.50 14,050.50 Miscellaneous: 26000 6000 20000 18000 2000 202-719 SF Commercial Credit Company Demand Note C.I.T.Financial Corporation Demand Note Ford Motor Credit Company Demand Note General Electric Credit Corporation,Demand Note General Motors Acceptance Corporation Demand Note 3 26,000.00 6,000.00 20,000.00 18,000.00 2,000.00 Cash: 202-719 SF Adjustments to Receipts Mellon Bank N.A.Fund C - Equities: Distribution of realized capital gains and/or losses, as follows: 07/15/83 08/15/83 10/04/83 11/17/83 Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 02/27/84 04/27/84 05/18/84 06/21/84 07/19/84 08/22/84 10/10/84 10/18/84 11/21/84 12/20/84 01/21/85 02/22/85 03/21/85 04/18/85 OS/21/85 06/21/85 07/19/85 4 Sub Total 137.64 851.51 432.49 10,820.55 242.14 388.91 327.87 9.03- 1,103.52 1,488.16 938.68 162.11 1,365.61 202.37 362.88 438.71 1,030.23 1,275.00 1,131.61 1,270.77 564.14 548.95 92,853.58 ~ 12,242.19 ----- 202-719 SF 08/07/85 09/09/85 10/08/85 10/25/85 11/25/85 12/20/85 01/22/86 02/24/86 03/20/86 04/21/86 OS/21/86 06/19/86 07/21/86 08/26/86 09/18/86 10/08/86 10/21/86 11/20/86 12/22/86 01/22/87 02/23/87 03/19/87 04/21/87 OS/21/87 06/19/87 07/21/87 08/21/87 09/21/87 10/09/87 10/23/87 11/20/87 12/21/87 01/22/88 02/22/88 03/21/88 04/21/88 OS/20/88 06/21/88 07/21/88 08/22/88 09/22/88 10/06/88 10/21/88 11/21/88 12/21/88 01/06/89 01/19/89 5 296.72 379.33 1,032.71 470.54 489.49 1,149.77 95.19- 1,173.09 481.78 853.61 842.86 1,694.43 2,096.72 1,861.82 1,441.38 6,832.25 465.66 970.05 745.70 328.31 1,064.05 2,003.02 525.61 1,414.17 630.59 750.11 518.18 2,013.55 1,443.90 345.73 93.16 439.34- 244.39- 729.60- 645.05- 168.76 99.60;" 665.98- 1,154.04 1,627.16 19.94- 38.90 71.70 485.10 151.43 43.33- 147.27-°3 r 17~-,7; / ORPHANS'COURT DIVISION ~. .. '....."',~,.. -~,....'.' f:"~f~:'-"'" ',:) . '",' L'~,\_, ! (.J~l '.-::J ..:...:;l ..'....~ ss, Jq g P&.130-1'tp ,\;..:.;.~,~g~o:a (;ou»t" I do certify that 1 have given legal notfceto all jler$ons ¢Ollcernid of the filing oi the within account inthe marmer pre- scribed by .statue aad Rule oj Court,as evidenced by proofs thereof filed to No.~...3 -9,;-(};;s6 Witness my han,l and official seal this...cl!.&...-~ Ol,~19f'~.../~J-4~,.~;fp,- Vol. No.63-71-13 MELLON.BANK N.A. TRUSTEE UNDER THE WILL FIRST AND FINAL ACCOUNT OF 7Jwr /99cJ t:2u-dd.Fee - Filed._ Jonathan Allison 438 Washington Trust Building Washington,PA 15301 (412)225-50io ESTATE OF GEORGENE H.NORTON,DECEASED DATE OF DEATH:DECENBER 30,1970 FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA - CHARITABLE REMAINDER UNITRUST ~IN THE COURT OF CO~~10N PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ,·f. ~ 4-.' "~ 0-i../.J 1f r .. l' ,----- -'....ESTATE of GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST In the Court of Common Pleas of WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION 63-71-13No,_ ) PRAECIPE FOR APPEARANCE TO:_~A~u~d~i:..=t~i~n~g:_:::J....::u~d:.;;!g!..::e:.___ ____!..l.Q!.appearancefor the accountant,Enter my MELLON BANK N.A. DATE:_--..!::M~a~y:...-...:7~,t.......:l~9~9::..:2=---_ Accountant JONATHAN ALLISON ADDRESS:_ 438 Washington Trust Building Washington,PA 15301 T 1 ., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ,J IN RE:ESTATE OF GEORGENE H.MORTON,DECEASED IN TRUST FOR HELEN PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA - CHARITABLE REMAINDER UNITRUST ORPHANS'COURT DIVISION No.63-71-13 PETITION SUR AUDIT Filed on Behalf of: Mellon Bank N.A., Trustee Counsel of Record for Petitioner: JONATHAN ALLISON,ESQUIRE PA I.D.No.05426 438 Washington Trust Building Washington,Pennsylvania 15301 (412)225-5010 t, PETITION SUR AUDIT TO THE HONORABLE,THE JUDGES OF SAID COURT: The Petition of Mellon Bank N.A.,Successor by Merger to Mellon National Bank and Trust Company,Trustee in the matter captioned on the facing page,respectfully represents: 1.Georgene H.Morton died on December 20,1970, leaving a Last will and Testament dated October 7,1970,a true and correct copy of which is attached hereto and marked Exhibit "A".Said will was dUly probated and remains of record in the Office of the Register of wills of Washington County, Pennsylvania at Number 63-71-13. 2.The Testatrix provided under the terms of Article Fifth of her Will,inter alia,as follows: "•...FIFTH:All the residue of my estate I give to MELLON NATIONAL BANK AND TRUST COMPANY to hold IN TRUST in the manner set forth below. (A)The Trustee shall invest and reinvest this Trust Estate and shall distribute the net income (hereinafter called "Income")and principal as follows: (1)So long as either of them is living,the Trustee shall pay from Income and, if the Income is insufficient,from principal an amount equal to five (5%)per cent of the net fair market value of the principal as of the beginning of each year,in quarter- annual or other convenient installments, to or for the benefit of my sister,MARGARET HOLMES BURNS,and my friend,HELEN ELIZABETH PLANTS KELSO,in equal shares;and after the death of one of them,her share shall be paid to the BOARD OF HOME MISSIONS of the UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA.Any excess income shall be added to principal and be invested as such. (2)Upon the death of the survivor of my said sister and my said friend,or upon my death if neither of them survives me, the then principal and any accrued or undistributed Income shall be transferred and delivered in equal shares to the following: (a)THE GIDEONS,INTERNATIONAL, 2900 Lebanon Road,Nashville,Tennessee; (b)WASHINGTON COUNTY BRANCH, PENNSYLVANIA ASSOCIATION FOR THE BLIND; (c)SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPLED CHILDREN AND ADULTS,INC.; (d)YOUNG MEN'S CHRISTIAN ASSOCIATION, Washington,Pennsylvania,in memory of my deceased husband,A.GRANT MORTON; (e)BOARD OF HOME MISSIONS of the UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA; (f)WASHINGTON CITY MISSIONS,INC., Washington,Pennsylvania•..•" 3.The funds coming into the hands of your Petitioner consisted of Principal Cash and Securities in the amount of $92,853.58 and Income Cash in the amount of $8,652.57 received by AdjUdication and Decree of Your Honorable Court dated November 1,1972 filed at No.63-71-13 following the audit of the First and Final Account of Mellon National Bank and Trust Company,Executor of the Estate of Georgene H.Morton, Deceased. -2- r \ 4.Margaret Holmes Burns,sister of the Testatrix and Annuitant of this trust fund,died on August 7,1978.Upon her death,her one-half (1/2)share of the income was paid to the Board of Home Missions of the United Presbyterian Church of North America as reflected in the First and Final Account filed. 5.Helen Elizabeth Plants Kelso,the surviving annuitant,died on August 28,1991.Pursuant to the terms of the Will,this trust fund now terminates and is distributable in equal shares,as follows: The Gideons,International Washington County Branch, Pennsylvania Association for the Blind Southwestern Pennsylvania Easter Seal Society for Crippled Children and Adults,Incorporated Young Men's Christian Association,Washington, Pennsylvania Board of Home Missions of the United Presbyterian Church of North America Washington City Mission, Incorporated,Washington, Pennsylvania 1/6th 1/6th 1/6th 1/6th lj6th 1/6th 6.Petitioner filed its First and Final Account with the Clerk of Your Honorable Court on March 6,1992 and notice of the filing of the account and of the time and place -3- .'j,, of audit has been given to The Gideons,International,Washington county Branch,Pennsylvania Association for the Blind, southwestern Pennsylvania Easter Seal Society for Crippled Children and Adults,Inc.,Young Men's Christian Association, Board of Home Missions of the united presbyterian Church of North America,Washington City Mission,Incorporated and to Mark Pacella,Esquire,Deputy Attorney General of the Commonwealth of Pennsylvania and his Acknowledgement of Receipt of Notice of Charitable Gift is attached hereto ~ and marked Exhibit "B". 7.Receipts and Disbursements since the filing of the account and the present balance for distribution are set forth on a separate schedule attached hereto and marked Exhibit "C". 8.The Pennsylvania Transfer Inheritance Tax has been paid in full. 9.There are no creditors and no questions for adjudication. WHEREFORE,your Petitioner prays that Your Honorable Court confirm the account as filed and award the balance for distribution,both Principal and Income,to the following parties in interest: -4- The Gideons,International Washington County Branch, Pennsylvania Association for the Blind Southwestern Pennsylvania Easter Seal Society for Crippled Children and Adults,Inc. Young Men's Christian Association Board of Home Missions, of the united Presbyterian Church of North America Washington City Mission, Incorporated lj6th lj6th lj6th lj6th 1j6th 1j6th MELLON BANK N.A.,Successor by Merger to Mellon National Bank and Trust Company BY:_~~~~·~~.~~::::::=..-_ fficer Trustee unde the will of Georgene H.Morton,Deceased in trust for Helen Elizabeth Plants Kelso and The United Presbyterian Church of North America -Charitable Remainder unitrust AJP:JWB:May Term,1992 -5- A F F I D A V I T COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY ) ) ) SS: Before me,the undersigned,personally appeared Arlene J.Paras being duly sworn according to law deposes and says that she is a Trust Officer of Mellon Bank N.A.,Successor by Merger to Mellon National Bank and Trust Company,Trustee under the will of Georgene H.Morton,Deceased in trust for Helen Elizabeth Plants Kelso and United Presbyterian Church of North America -Charitable Remainder Unitrust and that as such,she has caused to be prepared a Petition sur Audit in said Trust; that she has reviewed the said Petition and signed the same and that the averments of fact set forth therein are true and correct to the best of her knowledge,information and belief. Sworn to and subscribed before me this ~~day of ;f;/J2./L------'->1'-1'-..:./--::...-----,1992. Notarial Seal B.Fay Luther,Notary PublicMcCancIJessTWQ.,Allegheny CountyMyCommissionExpiresMay4,1995 _Mernbei,PennsylvaniaAssociation of Notaries ....~.;..., '__""~.~..,~"..~;;.:.;....i..",_"'~~-..,..j";',,---;-:~f ••,-"'t.:a.:~'_,;,,+Iio0.;'.,,_~~_.,_,,~._.dC ****WILL **** I,GEORGENE H.MORTON,also known as GEORGENE HOLMES MORTON or GEORGENE Y.MORTON,of the City of Washington,Washington County,Pennsylvania,do make this my Will,hereby revoking any and all Wills at any time heretofore made by me. FIRST:(A)I direct that I be buried in my father's lot,the GEORGE Y.HOLMES plot in CLAYSVILLE CEMETERY,and that the expenses of my last illness and funeral be paid from my es- :JOHNMORTON plot in its..cemetery. distributed as part of the rest of my estate. ington,Pennsylvania;the receipt is in my lock box. to the CLAYSVILLE C~~ETERY ASSOCIATION for the perpetual care of Except as I may have provided in a memoran- I give the sUm of TWO.THOUSAND ($2,000)DOLLARS(B) SECOND: tate as soon as may be convenient after my death•.I have already purchased a marker for my grave,similar to that for my deceased husband,A.GRANT MORTON,from the KURTZ MONUMENT COMPANY,Wash- Memorial Day. dum signed by me and attached to my copy of this Will,I give to and personal effects as they may each select;an~of my tangible,;... said plot,including the decoration.of the grave~therein on each my sister,MARGARET HOLMES BURNS,and my friend,HELEN ELIZABETH PLANTS KELSO,if they ~tirvive me,so much of my.household effects j t !~Ii t I iII(C)I give the sum of FIVE HUNDRED ($500)DOLLARS to 'the BEALLSVILLE CEMETERY ASSOCIATION for the perpetual care of the J --+- I I IpersonalpropertynotsodistributedshallbesoldandtheproceedsI :1 ;i 1 :1 :j -.-.-..-_____-_.-_-_._-'-------.---~_.-----~._.-._-----.---__."I·· i . Exhibit "A".1I .""--!"....---_.,~.~...- J' r } if she survives me,my real estate at 128 Main Street,Claysville, Pennsylvania,which was devised to me by my mot~er,MARY ELIZABETH HOLMES,'and any policies of insurance thereon. lIURD:I give to my sister,MARGARET HOLMES BURNS, I t FOURTH:I give the following sums as indicated: (A)FIFTEEN THOUSAND ($15,000)DOLLARS to my sister, MARGARET HOLMES BURNS,if living; (B)FIFTEEN THOUSAND ($15,000)DOLLARS to HELEN ELIZABETH PLANTS KELSO and JAMES L.KELSO,as tenants by the entireties,or to whichever of' them'survives me; (C)FIFTEEN HUNDRED ($1,500)DOLLARS'to my friend, CAROLINE MEYERS,of 795 Allison Avenue,Wash~ ington,Pennsylvania,if she survives me,in appreciation of her many kindnes~es to me; (D)FIFTEEN HUNDRED ($1,500)DOLLARS to'my cousin, JEM~E DeFRANCE,o~Claysville,Pennsylvania, if she survives me,in appreciation of her many kindnesses to me; .,. ONE THOUSAND ($1,000)DOLLARS to my friend, REBECCA WHEATLEY,of 126 Hall Avenue,Wash- (E) .........--_.---.......-.......00""00_':".ington,Pennsylvania,if she survives me,in appreciation of her kindness to me; .(F)ONE THOUSAND ($1,000)DOLLARS to my friend, MRS.R.E.DOZER,of Allison Avenue,Wash- ington,'~ennsylvania,if she survives me,in , appreciatio~of her kindness tome; (G)FIVE THOUSAND ($5,000)DOLLARS to the HELEN E.HOLMES MISSIONARY CIRCLE of the CLAYSVILLE "I:ii' I, -2- -----..-..---.--.-------_..----.-----..--~------.....0...----·-·-··--·..--··..-····1 , l' Ingram,Pennsylvania,in memory of my husband's deceased parents,MR.and MRS.SAMUEL MORTON; (J)FIVE HUNDRED ($500)DOLLARS to the SALVATION PRESBYTERIAN CHURCH,'the income therefrom to be used annually by the Missionary Circle for ARMY for use in the Washington,Pennsylvania area in memory of my husband's deceased ~cle,' CHARLES L~MORTON. , I 'Ii1I..1 I I;1 II:I 1 iIIIiII.: I ;1:I . I d (. .,r. its general purposes; FIFTEEN THOUSAND ($l5,OOO)DOLLARS ·to the CLAYSVILLE PRESBYTERIAN CHURCH as a memorial (H) to the memory of my deceased parents,GEORGE Y.HOLMES and rotARY ELIZABETH HOLMES,my de- ceased sister,~UURY GAMBLE HOLMES,my deceased husband,A.GRANT MORTON,and me,GEORGENE Y. MORTON; (I)FIVE HUNDRED ($500)DOLLARS to the MISSIONARY SOCIETY of the INGRAM PRESBYTERIAN CHURCH, FIFTH:All the·residue 'of my estate I give to MELLON NATIONAL BANK AND TRUST COMPk~to hold IN TRUST in the manner set._.__._-....;_..-.-...--...- _...:~--=-----~---,._--- forth below. CA)The Trustee shall invest and reinvest this Trust Estate 'and shall distribute the net income (hereinafter called "Income")and principal as fo110\'1s: (1).So l.ong as either of them is living,the Trustee shall pay from Income and,if the Income is insufficient, from principal an amount equal to five (~%)per cent of the net fair market value of the principal as of the beginning of each ~ear,in quarter-annual or other convenient installments,to or ,-3- '! • . t .....'.-·t.••~••.-......._._.~._-•••a ...._ • for the'benefit of my sister,MARGARET HOLMES BURNS,and my friend, HELEN ELIZABETII PLANTS KELSO,in equal shares;artd after the death of one of them,her share shall be paid to the BOARD OF HOl-IE MIS- SIONS of the UNITED PRESBYTERIfu~CHURCH OF NORTH·AMERICA.Any excess Income shall be added to principal and be invested as such~ (2)Upon the death of the survivor of my said sister and my said friend,or upon my death if neither of them survives me,the then principal and any,accrued or undistributed Income shall be transferred and delivered in equal shares to the following: (a)THE GIDEONS,INTERNATIONAL,2900 Lebanon 'Road,Nashville,Tennessee; (b)WASHINGTON COUNTY BRANCH,PENNSYLVANIA ASSOCIATION FOR THE BLIND; (c)SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPLED CHILDREN AND ADULT~,INC.; (d)YOUNG MEN'S CHRISTIAN ASSOCIATION, Washington,Pennsylvania,.in memory of my deceased .r. Jl *j;. I JI.I, t, ~I t I1I j I II1 " ,1,!;!:i PRESBYTERIAN CHURCH OF NORTH AMERICA; (e).BOARD OF HOME MISSIONS of the UNITED husband,A~GRANT MORTON; :I !.(£).WASHINGTON CITY MISSION ,INC.,Wash,:~__..._.... ington,Pennsylvania. (B)The interest.of any beneficiary hereunder, including a remainderman,in Income or principal,shall not be subject to assignment,alienation,pledge,attachment or claims'.-.of creditors until after payment has actually been made by the Trustee as hereinbefore provided. (C)The Trustee hereunder shall have the following powers,in addition to and not in limitation of those granted -4- ,,......._......":"".•.,_.__._=...4_-__......._·••_·•.__.-..._.........~._._~._---~~__;__....--;--.-,----.--...---•. r;., I, ! ( \'!. f i,(:..'..,·r ..I ,' stating cause,by petitioning a court of competent jurisdiction to designate and appoint a successor corporate Trustee.In case either in cash or in kind;and to allot-different kinds of or interests in property to different shares.The Trustee shall not engage in any act of self-dealing,as defined in section 494l(d)_ of the Internal Revenue Code,shall not retain any excess busi- .,,--_.._---~...--.._----_.-----"-~-_.__._._...,._-,.---ness hciidings ~asdefined in section_.4943 (c),shall not_make-any investments in such manner as to subject the Trust Estate to tax under section 4944 and shall not make any taxable expenditures as defined in section 4945(d).The references to specific sections of the Code shall include any corresponding provisions of sub- ,.~- sequent Federal tax laws. CD)The Trustee may resign at any time,without :'~;~_1--. \ !',' .-r l: 1.1 f 1I J 1 J i......5- . "•.--..,-_......'."..--••.'-..,_""""'~.~_.,..~~._.,.~--+",... by law:to accept asscts in kind in distribution from my es- tatc;to collect procceds of insurance on my lifc and to use such proceeds to purchase assets from my estatc;to retain assets in kind,including shares of its pwn corporate stock, or to sell the same and to invest and reinvest the proceeds and any other cash in any kind of property,real or personal, or part interes t therein,,vi thoutbeing restricted to invest- ments which are listed as lcgal for trust funds;to pledge, exchange or mortgage real or personal property and to lease the same for terms exceeding five (5)years;,to give options for~,ales,leases and exchanges;to borrow money;'to compro- mise claims;to vote shares of corporate stock,in person or by proxy,in favor of or against management proposals,except that the Trustee shall vote shares of its own corporate stock only as directed by a competent adult Income beneficiary of the trust in which said shares are held;to carry securities in the name of a nominee;to make division or distribution hereunder _:',_"...~-,."':",-, compensation for its services hereunder in accordance with its of the merger or consolidation of the Trusiee,the resultant company shall become successor Trustee hereunder without notice to any party. (E)The Trustee shall be 'entitled to receive annual .-'-_-__.__._-_.__.__-.•.._.~-.. :f ,1 I t rl '0,--.,~ ~:j I ,.1 tI ...:~ .••.:;>.;'..- ...._..~.•-_.-:----....-..._-- .'...~~,I • schedule in effect when the services are performed,but not in excess of such compensation as would b~approved by a court of competent jurisdiction. SIXTH:I appoint MELLON NATIONAL BANK AND TRUST COMPANY Executor of this my Will,giving to my Executor the same powers as are hereinbefore given to my Trustee,including the right to distribute my securities or other property in kind. No bond shall be required of any fiduciary hereunder in any jurisdiction. i· SEVENTH:I direct that all estate,inheritance and other taxes in the nature thereof,together with any interest and'penalties thereon,becoming payable because of my death with _r~spect"to ,the property constituting my ,gross estate _for death ,_ tax purposes,whether or not such property passes under this Will, shall be paid fr~m the principal of my residuary estate;and no person receiving or having a beneficial interest in any such property,whether under this Will or otherwise,shall at any...., time be required to contribute to or refund any part thereof. At any time prior to the vesting of a future interest in pos- session and enjoyment,my Executor or the'Trustee to whom my residuary estate has been distributed shall have the discretion to elect to prepay all or any part of the death taxes thereon, ;~ lijl~ Ii 'Ii ".I; -I i 1)"-. .. :t !l ;t' ~l~ •J J ·1(,J: j I I j J j i l j I I I I I I I :, 41,j, ·'r r,;;..J'..f '1'1'/ ,i, I riI, t. SEAL) ~NE H. MORTON, nee of '~of hereto. ,'...'.. . I •.••.•~,i..I·,~.:";..., ~yf{::;1/~ Address:~..'~: k -;1a4A(~t;~'1- ,. and such clcl.:tion shall be binding upon all parties 1n _._--------------.,------ IN WITNESS WHEREOf,Iha:vc hereunto set n:' seal this -#:--day of ~4:tC<:2),19..;lQ-_ Signed,sealed,published and declared ~ MORTON,also kno\in as GEORGENE HOLMES MORTON or GEe·; the Testatrix above named,as and for her Will in t us,,...ho,at her request,in her presence and in tk- each other,have hereunto subscribed our names as ". • Address :__~!..,I"l-._a",/~...&C__~~·::c.{." MJ~/._-,:,/, . .I -7- ,..,lj j 'I,. ....... ../.,. c;, ~''-1 ~l'":::;t~.l .IS ~ 9 i~\';t:,.,~,..I' \'~U S? .~ COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL March 13,1992 ERNEST D.PREATE,Jr. ATTORNEY GENERAL Arlene J.ParaD Trust Officer Mellon Bank,N.A. P.O.Box 719 Pittsburgh,Pennsylvan~a 15230-9796 Reply To: Charitable Trusts and Organizations Section 4th Floor,Manor Complex 564 Forbes Avenue Pittsburgh,PA 15219 (412)565-7680 RE:Trust of Georgene H.Morton,Deceased, No.63-71-91. Dear Mrs.Paras: This will acknowledge receipt of your notice under Supreme Court Orphans'Court Rule 5.5 r.egarding the above- captioned matter.. I have reviewed the First and Final Account of Mellon Bank,N.A.,Trustea Under The Will for the above-captioned matter, and I have no objections.Please forw~rd a copy of the Decree of Diutribution as soon as it is available. Please be advised that the above review vlas made pursuant to the QEl.ren2.Q.atria~fU:"lction of this office and hcs no bearing on inheritance tax or cmy other matters unrelated to that function. Mar A.Pacella Dep ~y Attorney General MAP/mbc Exhibit "B" · . ESTATE OF GEORGENE H.MORTON, DECEASED IN TRUST FOR HELEN ELIZABETH PLANTS KELSO AND THE UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA - CHARITABLE REMAINDER UNITRUST ACCOUNT NUMBER 202-719 Receipts and Disbursements since filing First and Final Account through April 16,1992 Balances per Account Less: 03/05/92 Clerk of Orphans'Court of Washington County,Pennsylvania: Fee for Filing First and Final Account 04/30/92 PRINCIPAL Add: Mellon Bank N.A.:Reimbursement of Termination Compensation $ $181,626.06 455.00 $182,081.06 290.00 03/25/92 Mellon Bank N.A.: Monthly Compensation as Trustee charged against Principal for period ending 3/31/92 INCOME Add: Mellon Bank N.A.DF Temporary Investment Fund: Interest earned on Principal during the period 2/1/92 through 3/31/92 136.82 426.82 $181,654.24 $4,558.62 --1,121.72 29.46 ./ / 03/25/92 Mellon Bank N.A.DF Temporary Investment Fund: Interest earned on Income during the period 2/1/92 through 3/31/92 Less: Mellon Bank N.A.: Compensation as Trustee charged against Income for period ending 3/31/92 Exhibit "C" $5,709.80 91.22 /5,618.58 $187,272.82 t./ Balance consists of the following: PRINCIPAL Cash INCOME Cash -2- $181,654.24 5,618.58 $187,272.82 ,, ,.> ..J.:j Mellon Bank March 11,1992 Mr.James R.Little Executive Director Washington City Mission,Inc. 84 West Wheeling Street Washington,PA 15301 Dear Mr.Little: Mellon Bank N.A. Mellon Bank Center Pittsburgh.FA 15258-0001 COpy (412)234-5199 j Re :GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. J.Paras AJP:cdw Enclosures cc:Jonathan Allison,Esquire I .' Mellon Bank March 11,1992 Mr.W. W.Vardell Special Services Manager The Gideon's International 2900 Lebanon Road P.O.Box 140800 Nashville,TN 37214-0800 Dear Mr.Vardell: Mellon Bank N.A. Mellon Bank Center Pittsburgh,PA 15258-0001 COpy (412)234-5199 .., Re :GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. yours, -~-~,~~,.:==~~C·.J ,':::,-:. AJP:cdw Enclosures cc:Jonathan Allison,Esquire Vv~ W.W.Vardell ~ I,,.• Mellon Bank March 11,1992 Mr.John M.Heintz Executive Director Young Men's Christian Association 99 West Beau Street Washington,PA 15301 Dear Mr.Heintz: Mellon Bank N.A. Mellon Bank Center Pittsburgh.PA 15258-0001 COpy (412)234-5199 Re :GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. J.Paras AJP:cdw Enclosures cc:Jonathan Allison,Esquire Mellon Bank March 11,1992 Southwestern PA Easter Seal Society 940 West Chestnut Street Washington,PA 15301 Gentlemen: Mellon Bank ~.A.. Mellon Bank Center Pittsburgh,PA 15258-0001 COpy (412)234-5199 Re :GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. J.Paras AJP:cdw Enclosures cc:Jonathan Allison,Esquire 3-/3-CJ7- Date ~E'Ld~ ,~ern PA Easter Seal Society Mellon Bank March II,1992 Washington-Greene County Branch Pennsylvania Association For The Blind 566 East Maiden Street Washington,PA 15301 Gentlemen: Mellon Bank N.A. ~vIe!lon Bank Center Pittsburgh,PA 15258-0001 (412)234-5199 Re :GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. ve~rY_,~rUIY YOUa:. (M ,)Ar;J!~ras Tr st Officer AJP:cdw Enclosures cc:Jonathan Allison,Esquire ;3 -Ib-91 Date ,/7 /Ii' . I ~tt'1~Uc.IA...(U '~:f0'7TC-lashington:G~e County Branch LJ -...~ Mellon Bank Mellon Bank N.A. Mellon Bank Center Pittsburgh,PA 15258-0001 March 11,1992 COpy (412)234-5199 Mr.Timothy C.Railing Manager,Estates And Bequests Presbyterian Church (USA)Fdn. 200 E.Twelfth Street Jefferson,IN 47130 Dear Tim: Re:GEORGENE MORTON FOR HELEN KELSO AND UNITED PRESBYTERIAN CHURCH OF NORTH AMERICA -CHARITABLE REMAINDER UNITRUST -ACCOUNT NUMBER 202-719 Enclosed is a copy of the First and Final Account of the Georgene Morton trust which was filed with the Orphans' Court of Washington County on March 6,1992.The Audit will be held on May 7,1992. Please acknowledge receipt of this notice by signing the enclosed copy of this letter and returning it to us in the envelope provided. Very truly yours, AJP:cdw Enclosures cc:Jonathan Allison,Esquire ~i<AL'B,~!DJ.~~x:xx~~L'\../~Ulianne B.Singh Vice President Date March ]6,1992 • t " ~ '.. No,...._~_~.::Tl:::__J:}_.._._._..._ Estate of.Ge_Qr,ge_ne H.,l1Q.:r.t_9.n_,__.p~ceased in trust for Helen Elizabeth Plants Kelso and united Presbyterian Church of North America Deceased Fjduciary_.__..__.~~.~.~on Bank N.A.-.--_-_.--.---.----.---.- Trustee 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 3,195',being rule No,9:po rag ra ph 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,jf 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. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ..._.__.._J.ona_th.an__Al_1i.SQn.,.__J;:.~qtli_r.~. Attontey«~q _. 202-719 SF ·. 02/22/89 03/20/89 04/20/89 05/19/89 06/21/89 07/20/89 08/22/89 09/22/89 10/20/89 11/22/89 12/22/89 01/09/90 01/22/90 02/23/90 03/21/90 04/19/90 OS/22/90 06/22/90 07/20/90 08/21/90 09/21/90 10/22/90 11/26/90 12/21/90 01/10/91 01/23/91 02/22/91 03/22/91 04/22/91 OS/22/91 06/21/91 07/22/91 08/21/91 09/20/91 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: 08/22/88 10/20/88 11/07/88 11/21/88 12/21/88 01/09/89 6 617.79 1,107.16 1,194.80 2,109.60 938.53 1,002.04 323.11 518.48 438.13 833.70 652.04 - 2-3.32 76.31- 285.30 1,140.08 955.72 659.68 863.55 1,224.08 312.88- 419.52 366.00- 559',10",:, 191.82-I13'6.96 ,5.36... 250~25 2,005.43 1,222.40 235.28 1,277.36. 1,637.30. 659.18. 66.07 0.89 0.21 0.97 1.49 2.49- 18.42- 68,544.76 ~. 06/17/83 03/13/75 202-719 SF ! , 01/20/89 02/22/89 04/20/89 05/19/89 06/21/89 07/20/89 08/22/89 10/20/89 11/22/89 01/09/90 04/19/90 OS/22/90 06/22/90 07/20/90 08/21/90 09/24/90 10/22/90 11/21/90 12/21/90 01/09/91 02/22/91 03/20/91 04/19/91 07/19/91 08/21/91 09/19/91 Mellon Bank N.A.Fund C - Equities Increase carrying value to tax cost basis SUbsequent Receipts Pennsylvania Department of Revenue: Refund of Pennsylvania Inheritance Tax Additional Receipts Amount transferred from income for investment 02/16/73 7 0.88- 21.72- 62.24- 4.35- 35.38- 1.31- 0.87 2.18- 1.41 3.91- 14.77- 2.38 1.31- 22.12- 7.08 1.77 1.02- 3.93 17.07 2.24 16.50 89.66 68.03 0.06 1.12 90.66 Sub Total Sub Total 484.15 114.24 L..--- 7,351.82 181,106.59 /' 2,404.24 183,510.83 202-719 SF ,, 09/30/76 12/31/76 12/31/77 06/30/78 09/30/78 12/31/78 03/31/79 06/30/79 12/31/79 03/31/80 06/30/80 12/31/80 04/06/81 07/13/81 12/31/81 03/31/82 06l30/82 12/31/82 06/30/83 12/31/83 03/31/84 06/30/84 12/31/84 06/30/85 12/31/85 03/31/86 03/31/88 09/30/88 03/31/89 09/30/89 03/31/91 Total Principal Receipts 8 179.68 162.79 177.06 50.96 278.24 850.08 32.20 380.89 655.22 1,161.00 1,261.02 1,414.40 141.15 313.18 608.93 36.34 574.24 1,016.05 353.83 417.67 346.33 590.83 1,010.78 561.19 179.07 161.35 287.01 41.82 105.43 4.16 104.21 t.-----13,941.26 197,452.09 V ============ ,, PRINCIPAL GAINS and LOSSES ON SALES/OTHER DISPOSITIONS Company Company 12/11/72 12/20/72 12/20/72 01/11/73 01/11/73 01/11/73 25000 20000 10000 40 62 40 Commercial Credit Demand Note Net Proceeds 25,000.00 Acquisi tion Value,__--!:2.=.5..L,.=.O.=.O.=.O....!..•.=.0.=.0_ Ford Motor Credit Demand Note Net Proceeds 20,000.00 Acquisi tion Value,__--=2..:::0..L,..:::0..:::0..:::0...:.•..:::0..:::0_ General Electric Credit corporation,Demand Note Net Proceeds 10,000.00 Acquisition Value 10,000.00 G.C.Murphy Company,Common Acquisition Value 1,007.50 Net Proceeds 902.95 Gulf oil corporation,Common Acquisition Value 1,995.63 Net Proceeds 1,619.25 Kraftco Corporation,Common Net Proceeds 1,934.35 Acquisition Value 1,652.50 281.85 ,./' 104.55 ...-- 376.38 c/' 01/11/73 46 Pacific Gas &Electric Common Acquisition Value Net Proceeds Company, 1,598.50 1,459.86 138.64 / Corporation, Company 01/11/73 03/02/73 03/20/73 408 1000 5000 Pittsburgh National Common Net Proceeds 14,993.05 Acquisition Value__--=1~4..L.,.=.0.=.5.:::.0....!..•.=.5.:::.0_ C.I.T.Financial corporation Demand Note Net Proceeds 1,000.00 Acquisition Value,-=l..L,.=.O.=.O..:::O...:.•..:::O..:::O_ Commercial Credit Demand Note Net Proceeds 5,000.00 Acquisition Value,-=:5..L,..:::O.=.O..:::O....!..•..:::0..:::0_ 942.55 / 202-719 SF 9 Company 7,977.78 4,866.24 03/20/73 03/20/73 03/30/73 09/28/73 03/14/74 09/12/74 02/28/75 5000 8000 1000 1000 1000 1000 417 I , C.I.T.Financial Corporation Demand Note Net Proceeds 5,000.00 Acquisi tion Value,..:::5J..'~0~0~0~.~0~0_ General Electric Credit Corporation,Demand Note Net Proceeds 8,000.00 Acquisition Value 8,000.00 Ford Motor Credit Demand Note Net Proceeds 1,000.00 Acquisi tion Value,-=l'-L,.,,:0.,,:0.,,:0...:..•.,,:0.,,:0_ General Motors Acceptance Corporation Demand Note Net Proceeds 1,000.00 Acquisition Value 1,000.00 General Motors Acceptance Corporation Demand Note Net Proceeds 1,000.00 Acquisition Value 1,000.00 United States Steel Corporation Demand Note Net Proceeds 1,000.00 Acquisition Value 1,000.00 Mellon Bank N.A.Collective Trust Fund H Acquisition Value Net Proceeds 3111.54 ...----- 03/05/75 4052 Mellon Bank N.A.Fund Equity Income Acquisition Value Net Proceeds E - 57,985.63 37,136.41 20849.22 04/21/75 04/24/75 3000 5000 E.I.du Pont Company Demand Note Net Proceeds 3,000.00 Acquisition Value,..::<.3'-L,.=;0.=;0.=;0...:..•.=;0.=;0_ C.I.T.Financial Corporation Demand Note Net Proceeds 5,000.00 Acquisition Value ..::<.5-L'.=;0.=;0..:,0..:,.•..:,0..:,0_ 202-719 SF 10 01/28/76 02/23/76 05/17/76 02/10/77 03/08/77 06/15/77 09/20/77 10/05/77 02/26/79 08/22/79 1 7 25000 50 2 2 1 4 231 200 I • Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 100.00 Acquisition Value .100.00 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 700.00 Acquisition Value 700.00 united States of America, 5.75%Treasury Notes,dated 2/15/72,due 5/15/76 Net Proceeds 25,000.00 Acquisition Value__~2.:!.4.L,~8...!....7~8~.~0~0_ Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 5,000.00 Acquisition Value 5,000.00 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 200.00 Acquisition Value 200.00 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 200.00 Acquisition Value 200.00 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 100.00 Acquisition Value 100.00 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 400.00 Acquisition Value 400.00 Mellon Bank N.A.Fund D - U.S.Government Securities Acquisition Value 20,404.71 Net Proceeds 20,007.27 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 20,000.00 Acquisi tion Value.__--!::!2~0..L,~0~0~0~.~0~0_ 122.00 --- 397.44 V'" 202-719 SF 11 j , 04/10/80 9 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 900.00 Acquisition Value 900.00 05/16/80 21 Mellon Bank N.A.Short Term Fixed Income Fund Number 2 Net Proceeds 2,100.00. Acquisition Value 2,100.00 06/17/80 1 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 100.00 Acquisition Value 100.00 01/16/81 7 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 700.00 Acquisition Value 700.00 07/14/81 7 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 700.00 Acquisition Value 700.00 07/23/81 52 Mellon Bank N.A.Fund D - U.S.Government Securities Acquisition Value 4,593.28 Net Proceeds 4,404.97 188.31 -- 08/04/81 90 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 9,000.00 Acquisition Value 9,000.00 09/30/81 3 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 300.00 Acquisition Value 300.00 10/01/82 3 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 300.00 Acquisition Value 300.00 03/30/83 2 Mellon Bank N.A.Short Term Fixed Income Fund Net Proceeds 200.00 Acquisition Value 200.00 202-719 SF 12 I , Term 3763.05 a..- Mellon Bank N.A.Fund Equities Net Proceeds 65,305.89 Acquisition Value__~6~1~,~5~4~2~.~8~4_ Mellon Bank N.A.Short Fixed Income Fund Net Proceeds 2,900.00 Acquisi tion Value,~2-L,..:!.9~0~0~.~0~0_ C - 29 94211/21/83 09/14/83 Term12/05/83 26 Mellon Bank N.A.Short Fixed Income Fund Net Proceeds 2,600.00 Acquisition Value ~2~,~6~0~0~.~O~O_ OS/25/84 10000 Federal Home Loan Banks,8.75% Consolidated Bonds,dated 5/28/74,due 5/25/84 Acquisition Value 10,037.50 Net Proceeds 10,000.00 37.50 L- OS/28/85 10000 Federal Home Loan Banks, 12%Consolidated Bonds, dated 5/25/84,due 5/28/85 Net Proceeds 10,000.00 Acquisition Value 10,000.00 10,037.50 10,000.00 02/17/87 10000 united States of America,9% Treasury Notes,dated 2/15/79, due 2/15/87 Acquisition Value Net Proceeds 37.50 --- 05/15/87 10000 united States of America, 12%Treasury Notes,dated 2/15/80,due 5/15/87 Net Proceeds 10,000.00 Acquisition Value,..:!.9-L'~0~8...!..7~•..::5~0_912.50 /' Income08/25/87 643 Mellon Bank N.A.OF Stock Fund Net Proceeds 20,000.41 Acquisi tion Value,__-..:!::1~6-L'..:!:1..!...7..:!:1~•..:;!.3.::!4_3829.07 v 01/20/88 10000 Federal Farm Credit Banks Funding Corporation,9.45% Bond,dated 6/3/85,due 1/20/88 Net Proceeds 10,000.00 Acquisition Value__--=l~O~,~O~O~O~.~O~O_ 202-719 SF 13 02/28/89 10000 united states of America, 6.25%Treasury Notes,dated 3/2/87,due 2/28/89 Net Proceeds 10,000.00 12.90 ~-Acquisition Value 9,987.10 OS/24/90 837 Mellon Bank N.A.OF Income stock Fund Net Proceeds 28,031.26 Acquisition Value 25,010.19 3021.07 ~ 08/15/90 10000 United states of America, 7.875%Treasury Notes,dated 8/17/87,due 8/15/90 Net Proceeds 10,000.00 Acquisition Value 9,983.00 17.00 ~ 09/17/90 15 Mellon Bank N.A.OF Temporary Investment Fund Net Proceeds 1,500.00 Acquisition Value 1.500.00 12/03/90 135 .Mellon Bank N.A.OF Temporary Investment Fund Net Proceeds 13,500.00 Acquisition Value 13,500.00 09/20/91 691 Mellon Bank N.A.OF Government securities Fund Net Proceeds 65,003.20 2023.96 ?/Acquisition Value 62,979.24 09/23/91 2816 Mellon Bank N.A.OF Income stock Fund Net Proceeds 105,568.09 /'Acquisition Value 92,706.44 12861.65 202-719 SF Total Gains and Losses Less Loss Net Gain 14 27787.60 '<25241.08 ~ 25241.08 / 2546.52 t/ =====::::;===== PRINCIPAL DISBURSEMENTS General Disbursements Amount transferred to income for payments 03/31/73 06/30/73 09/30/73 03/31/74 09/30/74 09/30/75 03/31/76 03/31/77 06/30/77 09/30/77 09/30/79 04/08/80 07/01/80 01/15/81 07/01/81 09/30/82 03/31/83 09/30/83 09/30/84 03/31/85 09/30/85 06/30/86 09/30/86 12/31/86 03/31/87 06/30/87 09/30/87 12/31/87 06/30/88 12/31/88 06/30/89 12/31/89 01/31/90 03/31/90 04/30/90 06/30/90 07/31/90 09/30/90 12/31/90 Pennsylvania Department of Revenue: Tax on profits 04/15/85 202-719 SF 860.39 79.52 815.80 164.82 341.09 320.46 59.65 133.18 107.18 349.33 166.31 920.00 917.30 860.00 0.02 344.43 119.82 384.54 326.84 80.79 226.63 170.43 190.84 288.39 161.03 413.41 398.02 978.58 717.81 541.21 260.40 344.49 18.65 292.77 46.58 579.65 162.65 29.98 57.00 107.27 15 /13,229.99 03/02/92 04/15/86 04/15/87 04/15/88 04/18/89 04/16/90 04/15/91 Fees and Commissions Mellon Bank N.A.: Compensation as Trustee 12/24/90 01/25/91 02/22/91 03/26/91 04/24/91 OS/24/91 06/25/91 07/25/91 08/27/91 09/24/91 10/25/91 11/25/91 12/24/91 01/27/92 02/25/92 03/02/92 Jonathan Allison: Attorney's fee 223.54 416.72 350.74 12.26 204.30 154.44 123.14 125.35 122.70 132.94 133.51 135.58 133.09 135.64 136.46 137.90 137.34 137.23 137.13 137.03 136.93 455.00 ,-/1,469.27 ?/2,456.97 350.00 t-/ ,' .e:.--'14,699.26 2,806.97 Total Principal Disbursements ----,,-=--=----~17,506.23 ============ i¥Ai' 202-719 SF -• 16 I ' PRINCIPAL DISTRIBUTIONS TO:The Board of Home Missions of the united Presbyterian Church in the USA unitrust payments 12/31/78 12/31/78 254.25 433.16 687.41 c-- 12/31/78 202-719 SF TO:Helen P.Kelso and James L. Kelso,Executors Estate of Margaret H.Burns,Deceased Payment of the pro-rata entitlement until date of death 8/7/78 of the unitrust payment for the third quarter 1978 Total Principal Distributions 17 178.91 866.32 ============ PRINCIPAL BALANCE ON HAND Cash: TOTAL Note:The above cash is currently invested in Short Term Obligations ACQUISITION VALUE 181,626.06 181,626.06 ============ 202-719 SF 18 INFORMATION SCHEDULE -PRINCIPAL Investments Made 12/12/72 12/31/72 12/31/72 01/30/73 01/30/73 02/01/73 02/28/73 02/28/73 03/29/73 07/05/74 03/06/75 03/17/75 03/17/75 04/21/75 25000 1689 261 1019 103 4000 53 1000 1344 1000 5000 838 3000 30 United States of America, 5.75%Treasury Notes,dated 2/15/72,due 5/15/76 Mellon Bank N.A.Collective Trust Fund E Mellon Bank N.A.Collective Trust Fund H Mellon Bank N.A.Collective Trust Fund E Mellon Bank N.A.Collective Trust Fund H Commercial Credit Company Demand Note Mellon Bank N.A.Collective Trust Fund H Ford Motor Credit Company Demand Note Mellon Bank N.A.Collective Trust Fund E United States Steel Corporation Demand Note C.I.T.Financial Corporation Demand Note Mellon Bank N.A.Fund C - Equities E.I.du Pont Company Demand Note Mellon Bank N.A.Short Term Fixed Income Fund ,24,878.00 24,994.79 4,982.76 14,996.11 1,999.53 4,000.00 995.49 1,000.00 17,994.73 1,000.00 5,000.00 36,986.66 3,000.00 3,000.00 202-719 SF 19 04/21/75 OS/21/76 01/14/77 02/17/77 01/04/79 02/28/79 08/22/79 08/22/79 04/03/80 05/16/80 01/02/81 07/02/81 07/24/81 08/04/81 07/01/82 50 283 10 104 7 200 10000 10000 21 21 15 13 44 10000 14 Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Fund 0 - u.S.Government Securities Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Fund C - Equities Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund Federal Home Loan Banks,8.75% Consolidated Bonds,dated 5/28/74,due 5/25/84 United States of America,9% Treasury Notes,dated 2/15/79, due 2/15/87 Mellon Bank N.A.Short Term Fixed Income Fund Number 2 Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund United states of America, 12%Treasury Notes,dated 2/15/80,due 5/15/87 Mellon Bank N.A.Short Term Fixed Income Fund 5,000.00 24,997.99 1,000.00 4,962.17 700.00 20,000.00 10,037.50 10,037.50 2,100.00 2,100.00 1,500.00 1,300.00 4,400.00 9,087.50 1,400.00 202-719 SF 20 01/04/83 07/06/83 10/24/83 12/23/83 OS/29/84 06/03/85 03/02/87 08/17/87 07/25/88 08/23/88 OS/23/90 OS/23/90 08/15/90 09/25/90 10 4 26 4296 10000 10000 10000 10000 165 111 306 50 100 109 Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Short Term Fixed Income Fund Mellon Bank N.A.Fund E - Equity Income Federal Home Loan Banks, 12%Consolidated Bonds, dated 5/25/84,due 5/28/85 Federal Farm Credit Banks Funding Corporation,9.45% Bond,dated 6/3/85,due 1/20/88 united States of America, 6.25%Treasury Notes,dated 3/2/87,due 2/28/89 united States of America, 7.875%Treasury Notes,dated 8/17/87,due 8/15/90 Mellon Bank N.A.OF Government Securities Fund Mellon Bank N.A.OF Government Securities Fund Mellon Bank N.A.OF Government Securities Fund Mellon Bank N.A.OF Temporary Investment Fund Mellon Bank N.A.OF Temporary Investment Fund Mellon Bank N.A.OF Government Securities Fund 1,000.00 400.00 2,600.00 65,343.21 10,000.00 10,000.00 9,987.10 9,983.00 14,941.60 9,998.07 27,927.95 5,000.00 10,000.00 9,997.38 202-719 SF 21 I ..1 I , INFORMATION SCHEDULE -PRINCIPAL Changes in Investment Holdings Federal Horne Loan Banks,8.75% Consolidated Bonds,dated 5/28/74,due 5/25/84 ACQUISITION VALUE ============ ============ ------------------------ ------------------------ 08/22/79 OS/25/84 OS/29/84 OS/28/85 06/03/85 01/20/88 12/12/72 05/17/76 10000 10000 o 10000 10000 o 10000 10000 o 25000 25000 o Purchased Sold units on Hand Federal Horne Loan Banks, 12%Consolidated Bonds, dated 5/25/84,due 5/28/85 Purchased Sold units on Hand Federal Farm Credit Banks Funding Corporation,9.45% Bond,dated 6/3/85,due 1/20/88 Purchased Sold Units on Hand united States of America, 5.75%Treasury Notes,dated 2/15/72,due 5/15/76 Purchased Sold Units on Hand 10,037.50 10,037.50 -------------- 0.00 ============== 10,000.00 10,000.00-------------- 0.00 ============== 10,000.00 10,000.00-------------- 0.00 ============== 24,878.00 24,878.00-------------- 0.00 ============== 202-719 SF 22 I ' united states of America,9% Treasury Notes,dated 2/15/79, due 2/15/87 ============ ============ ============ 08/22/79 02/17/87 08/04/81 05/15/87 03/02/87 02/28/89 10000 10000 o 10000 10000 o 10000 10000 o Purchased Sold units on Hand united states of America, 12%Treasury Notes,dated 2/15/80,due 5/15/87 Purchased Sold units on Hand united states of America, 6.25%Treasury Notes,dated 3/2/87,due 2/28/89 Purchased Sold units on Hand United States of America, 7.875%Treasury Notes,dated 8/17/87,due 8/15/90 10,037.50 10,037.50 -------------- 0.00 ============== 9,087.50 9,087.50 -------------- 0.00 ============== 9,987.10 9,987.10-------------- 0.00 ============== 08/17/87 08/15/90 10000 10000------------o ============ Purchased Sold units on Hand 9,983.00 9,983.00-------------- 0.00 ============== ------------ ============ o 11/01/72 01/11/73 202-719 SF 40 40 G.C.Murphy Company,Common Awarded @ Sold Shares on Hand 23 1,007.50 1,007.50-------------- 0.00 ============== ============ ============ ============ ============ 11/01/72 01/11/73 11/01/72 01/11/73 11/01/72 01/11/73 11/01/72 01/11/73 62 62 o 40 40 o 46 46 o 408 408 o Gulf oil Corporation,Common Awarded @ Sold Shares on Hand Kraftco Corporation,Common Awarded @ Sold Shares on Hand Pacific Gas &Electric Company, Common Awarded @ Sold Shares on Hand Pittsburgh National Corporation, Common Awarded @ Sold Shares on Hand Commercial Credit Company Demand Note 1-,995.63 1,995.63 0.00 ============== 1,652.50 1,652.50 0.00 ============== 1,598.50 1,598.50 0.00 ============== 14,050.50 14,050.50 0.00 ============== 11/01/72 12/11/72 02/01/73 26000 25000 1000 4000 5000 Awarded @ Sold Less Gain on Sale Purchased Carried forward 25,000.00 0.00 26,000.00 25,000.00 1,000.00 4,000.00 5,000.00 202-719 SF 24 03/20/73 5000 5000 o ============ Brought forward Sold Less Gain on Sale units on Hand 5,000.00 0.00 5,000.00 5,000.00 0.00 ============== ============ 11/01/72 03/02/73 03/20/73 03/06/75 04/24/75 03/17/75 02/17/77 06/17/83 07/15/83 202-719 SF 6000 1000 5000 5000 o 5000 5000 5000 o 838 104 942 942 942 C.I.T.Financial Corporation Demand Note Awarded @ Sold Less Gain on Sale Sold Less Gain on Sale Purchased Sold Less Gain on Sale units on Hand Mellon Bank N.A.Fund C - Equities Purchased Purchased Increase carrying value to tax cost basis Mellon Bank N.A.Fund C - Equities: Distribution of realized capital gains and/or losses, as follows: Carried forward 25 1,000.00 0.00 5,000.00 0.00 5,000.00 0.00 6,000.00 1,000.00 5,000.00 5,000.00 0.00 5,000.00-------------- 5,000.00 5,000.00-------------- 0.00 ============== 36,986.66 4,962.17 -------------- 41,948.83 7,351.82-------------- 49,300.65 137.64-------------- 49,438.29 08/15/83 10/04/83 11/17/83 11/21/83 942 942 942 942 942 o ============ ,. Brought forward Mellon Bank N.A.Fund C - Equities: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.Fund C - Equities: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.Fund C - Equities: Distribution of realized capital gains and/or losses, as follows: Sold units on Hand 49,438.29 851.51 50,289.80 432.49 50,722.29 10,820.55-------------- 61,542.84 61,542.84-------------- 0.00 ============== Mellon Bank N.A.Collective Trust Fund E 12/31/72 1689 Purchased 01/30/73 1019 Purchased------------2708 03/29/73 1344 Purchased------------ 4052 01/13/75 4052 Name changed to Fund E - Equity Income 24,994.79 14,996.11-------------- 39,990.90 17,994.73-------------- 57,985.63 57,985.63 ============ 202-719 SF o units on Hand Mellon Bank N.A.Collective Trust Fund H 26 -------------- 0.00 ============== 12/31/72 261 Purchased 4,982.76 01/30/73 103 Purchased 1,999.53--------------------------364 6,982.2902/28/73 53 Purchased 995.49--------------------------417 7,977.78.02/28/75 417 Sold 7,977.78--------------------------0 units on Hand 0.00========================== Mellon Bank N.A.DF Income Stock Fund 01/03/84 02/27/84 04/27/84 05/18/84 06/21/84 202-719 SF 4296 4296 4296 4296 4296 Name changed from Fund E - Equity Income Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Carried forward 27 65,343.21 242.14-------------- 65,585.35 388.91-------------- 65,974.26 327.87-------------- 66,302.13 9.03--------------- 66,293.10 4296 07/19/84 4296 08/22/84 4296 10/10/84 ------'------ 4296 10/18/84 4296 11/21/84 4296 12/20/84 4296 01/21/85 202-719 SF Brought forward Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF -Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 28 66,293.10 1,103.52 67,396.62 1,488.16 68,884.78 938.68 69,823.46 162.11 69,985.57 1,365.61 71,351.18 202.37-------------- 71,553.55 362.88 02/22/85 03/21/85 04/18/85 OS/21/85 06/21/85 07/19/85 08/07/85 202-719 SF 4296 4296 4296 4296 4296 4296 4296 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 29 71,916.43 438.71 72,355.14 1,030.23 73,385.37 1,275.00-------------- 74,660.37 1,131.61-------------- 75,791.98 1,270.77-------------- 77,062.75 564.14 -------------- 77,626.89 296.72 4296 09/09/85 4296 10/08/85 4296 10/25/85 4296 11/25/85 4296 12/20/85 ------------ 4296 01/22/86 4296 02/24/86 202-719 SF ,' Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows: 30 77,923.61 379.33 78,302.94 1,032.71-------------- 79,335.65 470.54-------------- 79,806.19 489.49-------------- 80,295.68 1,149.77-------------- 81,445.45 95.19--------------- 81,350.26 1,173.09 ,.-..__:_---_.. 03/20/86 04/21/86 OS/21/86 06/19/86 07/21/86 08/26/86 09/18/86 4296· 4296 4296 4296 4296 4296 4296 '.' Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 82,523.35 481.78 853.61 83,858.74 842.86 84,701.60 1,694.43 86,396.03 2,096.72-------------- 88,492.75 1,861.82--------------90,354.57 1,441.38 202-719 SF 31 10/08/86 10/21/86 11/20/86 12/22/86 01/22/87 02/23/87 03/19/87 4296 4296 4296 4296 4296 4296 4296 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 91,795.95 6,832.25 98,628.20 465.66--------------99,093.86 970.05 100,063.91 745.70 100,809.61 328.31 -------------- 101,137.92 1,064.05--------------102,201.97 2,003.02 202-719 SF 32 " --------------------------4296 104,204.99 04/21/87 Mellon Bank N.A.OF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:525.61--------------------------4296 104,730.60 OS/21/87 Mellon Bank N.A.OF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:1,414.17--------------------------4296 106,144.77 06/19/87 -Mellon Bank N.A.OF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:630.59--------------------------4296 106,775.36 07/21/87 Mellon Bank N.A.OF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:750.11--------------------------4296 107,525.4708/21/87 Mellon Bank N.A.OF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:518.18--------------------------4296 108,043.6508/25/87 643 Sold 16,171.34--------------------------3653 91,872.3109/21/87 Mellon Bank N.A.OF Income stock Fund: Distribution of realizedcapitalgainsand/or losses, as follows:2,013.55--------------------------3653 Carried forward 93,885.86 202-719 SF 33 10/09/87 10/23/87 11/20/87 12/21/87 01/22/88 02/22/88 03/21/88 202-719 SF 3653 3653 3653 3653 3653 3653 3653 .' Brought forward Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 34 93,885.86 1,443.90 95,329.76 345.73 95,675.49 93.16 95,768.65 439.34- 95,329.31 244.39--------------- 95,084.92 729.60--------------- 94,355.32 645.05- 04/21/88 OS/20/88 06/21/88 07/21/88 08/22/88 09/22/88 10/06/88 202-719 SF 3653 3653 3653 3653 3653 3653 3653 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 35 •,j 93,710.27 168.76 93,879.03 99.60--------------- 93,779.43 665.98--------------- 93,113.45 1,154.04-------------- 94,267.49 1,627.16 -------------- 95,894.65 19.94--------------- 95,874.71 38.90 10/21/88 11/21/88 12/21/88 01/06/89 01/19/89 02/22/89 03/20/89 202-719 SF 3653 3653 3653 3653 3653 3653 3653 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 36 95,913.61 71.70 95,985.31 485.10 96,470.41 151.43-------------- 96,621.84 43.33- 96,578.51 147.27--------------- 96,431.24 617.79-------------- 97,049.03 1,107.16 04/20/89 05/19/89 06/21/89 07/20/89 08/22/89 09/22/89 10/20/89 202-719 SF 3653 3653 3653 3653 3653 3653 3653 Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/o~losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 37 98,156.19 1,194.80 99,350.99 2,109.60 101,460.59 938.53-------------- 102,399.12 1,002.04-------------- 103,401.16 323.11--------------103,724.27 518.48-------------- 104,242.75 438.13 11/22/89 12/22/89 01/09/90 01/22/90 02/23/90 03/21/90 04/19/90 202-719 SF 3653 3653 3653 3653 3653 3653 3653 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: -Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 38 104,680.88 833.70-------------- 105,514.58 652.04 106,166.62 23.32-------------- 106,189.94 76.31--------------- 106,113.63 285.30-------------- 106,398.93 1,140.08-------------- 107,539.01 955.72 ·' --------------------------3653 108,494.73OS/22/90 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:659.68--------------------------3653 109,154.41OS/24/90 837 Sold 25,010.19--------------------------2816 84,144.2206/22/90 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows:863.55--------------------------2816 85,007.7707/20/90 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows:1,224.08--------------------------2816 86,231.8508/21/90 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows:312.88---------------------------2816 85,918.9709/21/90 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows:419.52--------------------------2816 86,338.4910/22/90 Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows:366.00---------------------------2816 Carried forward 85,972.49 202-719 SF 39 11/26/90 12/21/90 01/10/91 01/23/91 02/22/91 03/22/91 04/22/91 202-719 SF 2816 2816 2816 2816 2816 2816 2816 Brought forward Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.DF Income Stock Fund: Distribution of realized capital gains and/or losses, as follows: 40 85,972.49 559.10- 85,413.39 191.82- 85,221.57 136.96 85,358.53 5.36- 85,353.17 250.25-------------- 85,603.42 2,005.43 87,608.85 1,222.40 --------------------------2816 88,831.25OS/22/91 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:235.28--------------------------2816 89,066.5306/21/91 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:1,277.36--------------------------2816 90,343.8907/22/91 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:1,637.30--------------------------2816 91,981.1908/21/91 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses, as follows:659.18--------------------------2816 92,640.3709/20/91 Mellon Bank N.A.DF Income stock Fund: Distribution of realized capital gains and/or losses,as follows:66.07--------------------------2816 92,706.4409/23/91 2816 Sold 92,706.44--------------------------0 units on Hand 0.00========================== Mellon Bank N.A.DF Government Securities Fund 202-719 SF hlJSMiEi __ 41 07/25/88 165 Purchased 14,941.60 08/22/88 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:0.89--------------------------165 14,942.4908/23/88 111 Purchased 9,998.07--------------------------276 24,940.5610/20/88 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:0.21--------------------------276 24,940.7711/07/88 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:0.97--------------------------276 24,941.7411/21/88 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:1.49--------------------------276 24,943.2312/21/88 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:2.49---------------------------276 24,940.7401/09/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realizedcapitalgainsand/or losses,as follows:18.42---------------------------276 Carried forward 24,922.32 202-719 SF 42 276 Brought forward 24,922.32 01/20/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:0.88---------------------------276 24,921.44 02/22/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:21.72---------------------------276 24,899.72 04/20/89 Mellon Bank N.A.DF -Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:62.24---------------------------276 24,837.48 05/19/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:4.35---------------------------276 24,833.1306/21/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:35.38---------------------------276 24,797.7507/20/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:1.31---------------------------276 24,796.4408/22/89 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:0.87 202-719 SF 43 ,, -------------------------- 276 24,797.31 10/20/89 Mellon Bank N.A.DF Government securities Fund: Distribution of realized capital gains and/or losses, as follows:2.18--------------------------- 276 24,795.13 11/22/89 Mellon Bank N.A.DF Government securities Fund: Distribution of realized capital gains and/or losses, as follows:1.41-------------------------- 276 24,796.54 01/09/90 Mellon Bank N.A.DF Government securities Fund: Distribution of realized capital gains and/or losses, as follows:3.91--------------------------- 276 24,792.63 04/19/90 Mellon Bank N .A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:14.77---------------------------276 24,777.86 OS/22/90 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:2.38--------------------------276 24,780.24 OS/23/90 306 Purchased 27,927.95--------------------------582 52,708.19 06/22/90 Mellon Bank N.A.DF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:1.31---------------------------582 Carried forward 52,706.88 202-719 SF 44 582 Brought forward 52,706.88 07/20/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:22.12---------------------------582 52,684.7608/21/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:7.08--------------------------582 52,691.8409/24/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:1.77--------------------------582 52,693.6109/25/90 109 Purchased 9,997.38--------------------------691 62,690.9910/22/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:1.02---------------------------691 62,689.9711/21/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, J as follows:3.93--------------------------691 62,693.9012/21/90 Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows:17.07--------------------------691 Carried forward 62,710.97 .& 202-719 SF 45 01/09/91 02/22/91 03/20/91 04/19/91 07/19/91 08/21/91 09/19/91 202-719 SF 691 691 691 691 691 691 691 Brought forward Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: Mellon Bank N.A.OF Government Securities Fund: Distribution of realized capital gains and/or losses, as follows: 46 r 62,710.97 2.24-------------- 62,713.21 16.50 62,729.71 89.66-------------- 62,819.37 68.03-------------- 62,887.40 0.06-------------- 62,887.46 1.12-------------- 62,888.58 90.66 09/20/91 '. 691 691 o ============ Sold units on Hand (' 62,979.24 62,979.24 0.00---------------------------- OS/23/90 08/15/90 09/17/90 50 100 150 15 Mellon Bank N.A.DF Temporary Investment Fund Purchased Purchased Sold Less Gain on Sale 1,500.00 0.00 5,000.00 10,000.00 -------------- 15,000.00 1,500.00 12/03/90 135 135 ------------o ============ Sold Less Gain on Sale units on Hand 13,500.00 0.00 -------------- 13,500.00 13,500.00-------------- 0.00 ============== ============ 03/17/75 04/21/75 3000 3000 o E.I.du Pont Company Demand Note Purchased Sold Less Gain on Sale Units on Hand 3,000.00 0.00 3,000.00 3,000.00-------------- 0.00 ============== Mellon Bank N.A.Fund D - U.S.Government Securities OS/21/76 283 Purchased 02/26/79 231 Sold------------ 52 07/23/81 52 Sold------------ 0 Units on Hand------------------------ Ford Motor Credit Company Demand Note 24,997.99 20,404.71-------------- 4,593.28 4,593.28-------------- 0.00 ============== i.a 202-719 SF • 47 11/01/72 12/20/72 02/28/73 03/30/73 20000 20000 o 1000 1000 1000 o ============ Awarded @ Sold Less Gain on Sale Purchased Sold Less Gain on Sale Units on Hand 20,000.00 0.00 1,000.00 0.00 20,000.00 20,000.00 0.00 1,000.00-------------- 1,000.00 1,000.00-------------- 0.00 ============== ------------------------ ------------------------ 11/01/72 12/20/72 03/20/73 11/01/72 09/28/73 03/14/74 18000 10000 8000 8000 o 2000 1000 1000 1000 o General Electric Credit Co~poration,Demand Note Awarded @ Sold Less Gain on Sale Sold Less Gain on Sale Units on Hand General Motors Acceptance Corporation Demand Note Awarded @ Sold Less Gain on Sale Sold Less Gain on Sale units on Hand 10,000.00 0.00 8,000.00 0.00 1,000.00 0.00 1,000.00 0.00 18,000.00 10,000.00-------------- 8,000.00 8,000.00-------------- 0.00 ============== 2,000.00 1,000.00-------------- 1,000.00 1,000.00-------------- 0.00 ============== 202-719 SF Mellon Bank N.A.Fund E - Equity Income 48 01/13/75 03/05/75 12/23/83 01/03/84 4052 4052 o 4296 4296 4296 o ============ Name changed from Collective Trust Fund E Sold Purchased Name changed to DF Income Stock Fund units on Hand 57,985.63 57,985.63 0.00 65,343.21 65,343.21 65,343.21 0.00 ---------------------------- 04/21/75 04/21/75 01/28/76 02/23/76 01/14/77 02/10/77 03/08/77 06/15/77 09/20/77 202-719 SF 30 50 80 1 79 7 72 10 82 50 32 2 30 2 28 1 27 Mellon Bank N.A.Short Term Fixed Income Fund Purchased Purchased Sold Less Gain on Sale Sold Less Gain on Sale Purchased Sold Less Gain on Sale Sold Less Gain on Sale Sold Less Gain on Sale Sold Less Gain on Sale Carried forward 49 100.00 0.00 700.00 0.00 5,000.00 0.00 200.00 0.00 200.00 0.00 100.00 0.00 3,000.00 5,000.00 8,000.00 100.00 7,900.00 700.00-------------- 7,200.00 1,000.00-------------- 8,200.00 5,000.00-------------- 3,200.00 200.00-------------- 3,000.00 200.00-------------- 2,800.00 100.00 2,700.00 27 Brought forward 2,700.00 10/05/77 4 Sold 400.00 Less Gain on Sale 0.00 400.00--------------------------23 2,300.00 01/04/79 7 Purchased 700.00--------------------------30 3,000.0002/28/79 200 Purchased 20,000.00--------------------------230 23,000.00 08/22/79 200 Sold 20,000.00 Less Gain on Sale 0.00 20,000.00--------------------------30 3,000.00 04/10/80 9 Sold 900.00LessGainonSale0.00 900.00--------------------------21 2,100.0005/16/80 21 Purchased 2,100.00--------------------------42 4,200.0006/17/80 1 Sold 100.00 Less Gain on Sale 0.00 100.00--------------------------41 4,100.0001/02/81 15 Purchased 1,500.00--------------------------56 5,600.0001/16/81 7 Sold 700.00LessGainonSale0.00 700.00--------------------------49 4,900.0007/02/81 13 Purchased 1,300.00--------------------------62 6,200.0007/14/81 7 Sold 700.00 Less Gain on Sale 0.00 700.00--------------------------55 5,500.0007/24/81 44 Purchased 4,400.00--------------------------99 9,900.0008/04/81 90 Sold 9,000.00 Less Gain on Sale 0.00 9,000.'00--------------------------9 Carried forward 900.00 · I •._au 202-719 SF 50 09/30/81 07/01/82 10/01/82 01/04/83 03/30/83 07/06/83 09/14/83 10/24/83 12/05/83 9 3 6 14 20 3 17 10 27 2 25 4 29 29 o 26 26 26 o ------------------------ Brought forward Sold Less Gain on Sale Purchased Sold Less Gain on Sale Purchased Sold Less Gain on Sale Purchased Sold Less Gain on Sale Purchased Sold Less Gain on Sale units on Hand 300.00 0.00 300.00 0.00 200.00 0.00 2,900.00 0.00 2,600.00 0.00 900.00 300.00 600.00 1,400.00-------------- 2,000.00 300.00 1,700.00 1,000.00 -------------- 2,700.00 200.00-------------- 2,500.00 400.00-------------- 2,900.00 2,900.00-------------- 0.00 2,600.00-------------- 2,600.00 2,600.00-------------- 0.00 ============== Mellon Bank N.A.Short Term Fixed Income Fund Number 2 04/03/80 05/16/80 21 21 ------------o ============ Purchased Sold Less Gain on Sale Units on Hand 2,100.00 0.00 2,100.00 2,100.00-------------- 0.00 ============== 202-719 SF =aa=__ united States Steel Corporation Demand Note 51 07/05/74 09/12/74 1000 1000 o ============ Purchased Sold Less Gain on Sale units on Hand 1,000.00 0.00 1,000.00 1,000.00 0.00 ============== 202-719 SF 52 INCOME RECEIPTS Mellon National Bank and Trust Company,Executor Estate of Georgene H.Morton, Deceased: Cash awarded per Decree dated November 1,1972 at No.63-71- 13 in the Court of Common Pleas of Washington County,Pa. Orphans'Court Division Interest - 8,652.57 Federal Home Consolidated 5/28/74,due 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 Loan Banks,8.75% Bonds,dated 5/25/84 08/22/79 11/26/79 OS/27/80 11/25/80 OS/26/81 11/25/81 OS/25/82 11/26/82 OS/25/83 11/25/83 OS/25/84 211.46- 437.50 437.50 437.50 437.50 437.50 437.50 437.50 437.50 437.50 437.50 Ace.Int. /4,163.54 01/21/86 07/21/86 01/20/87 07/20/87 01/20/88 i._ Federal Home Loan Banks, 12%Consolidated Bonds, dated 5/25/84,due 5/28/85 10000 11/28/84 10000 OS/28/85 Federal Farm Credit Banks Funding Corporation,9.45% Bond,dated 6/3/85,due 1/20/88 10000 10000 10000 10000 10000 202-719 SF • 610.00 600.00 595.87 472.50 472.50 472.50 472.50 53 /1,210.00 /'2,485.87 United states of America, 5.75%Treasury Notes,dated 2/15/72,due 5/15/76 25000 12/12/72 107.22-Acc.Int. 25000 05/15/73 718.75 25000 11/15/73 718.75 25000 05/15/74 718.75 25000 11/15/74 718.75 25000 05/15/75 718.75 25000 11/17/75 718.75 25000 05/17/76 718.75 4,924.03.e..-/ united states of America,9% Treasury Notes,dated 2/15/79, due 2/15/87 10000 08/22/79 17.12-Acc.Int. 10000 02/15/80 450.00 10000 08/15/80 450.00 10000 02/17/81 450.00 10000 08/17/81 450.00 10000 02/16/82 450.00 10000 08/16/82 450.00 10000 02/15/83 450.00 10000 08/15/83 450.00 10000 02/15/84 450.00 10000 08/15/84 450.00 10000 02/15/85 450.00 10000 08/15/85 450.00 10000 02/18/86 450.00 10000 08/15/86 450.00 ~10000 02/15/87 450.00 6,732.88 United states of America, 12%Treasury Notes,dated 2/15/80,due 5/15/87 10000 08/04/81 264.13-Acc.Int. 10000 11/18/81 600.00 10000 05/17/82 600.00 10000 11/15/82 600.00 10000 05/16/83 600.00 10000 11/15/83 600.00 10000 05/15/84 600.00 10000 11/15/84 600.00 10000 05/15/85 600.00 10000 11/15/85 600.00 10000 05/15/86 600.00 10000 11/17/86 600.00 ~10000 05/15/87 600.00 6,935.87 202-719 SF 54 ---------------------------------..., united states of America, 6.25%Treasury Notes,dated 3/2/87,due 2/28/89 10000 09/02/87 309.10 10000 02/29/88 312.50 10000 08/31/88 312.50 10000 02/28/89 312.50 1,246.60~ united states of America, 7.875%Treasury Notes,dated 8/17/87,due 8/15/90 10000 02/18/88 389.47 10000 08/15/88 393.75 10000 02/15/89 393.75 10000 08/15/89 393.75 10000 02/15/90 393.75 10000 08/15/90 393.75 2,358.22 ~ Mellon Bank N.A.Fund C - Equities 838 06/13/75 333.27 838 09/30/75 351.15 838 12/15/75 297.46 838 03/15/76 340.34 838 05/17/76 208.32 838 09/30/76 571.14 838 12/14/76 392.30 942 03/15/77 450.53 942 06/15/77 488.31 942 09/30/77 501.79 942 12/16/77 509.32 942 01/13/78 54.89 942 02/16/78 236.45 942 03/15/78 219.43 942 06/14/78 537.49 942 09/30/78 617.38 942 12/15/78 551.64 942 03/14/79 608.35 942 06/13/79 672.33 942 09/30/79 842.47 942 12/28/79 641.05 942 03/12/80 723.28 942 06/13/80 731.77 942 09/30/80 788.32 942 12/11/80 550.77 942 03/16/81 661.80 942 06/16/81 762.27 942 08/14/81 477.53 942 12/16/81 1,122.43 202-719 SF 55 942 03/16/82 720.39 942 06/16/82 793.59 942 08/17/82 520.51 942 12/15/82 1,119.75 942 03/15/83 792.23 942 06/15/83 733.15 942 08/15/83 531.69 942 11/21/83 606.85 21,061.74 ......... Mellon Bank N.A.Collective Trust Fund E 1689 01/23/73 33.47 2708 03/26/73 249.97 4052 06/25/73 485.34 4052 07/25/73 122.37 4052 02/22/74 353.28 4052 03/07/74 455.25 4052 03/26/74 687.03 4052 06/25/74 560.74 4052 09/30/74 647.72 4052 12/27/74 502.75 4,097.92 t..--"' Mellon Bank N.A.Collective Trust Fund H 261 01/24/73 3.34 417 03/26/73 23.72 417 OS/23/73 19.14 417 09/30/73 68.18 417 12/26/73 41.14 417 03/26/74 37.75 417 06/25/74 48.01 417 09/30/74 57.09 417 12/27/74 47.77 371.39 /"417 02/25/75 25.25 Mellon Bank N.A.DF Income stock Fund 4296 06/26/84 1,005.90 4296 08/22/84 634.00 4296 12/20/84 1,255.10 4296 03/21/85 976.32 4296 06/21/85 1,022.52 4296 09/09/85 877.55 4296 12/20/85 1,122.66 4296 03/20/86 1,050.53 4296 06/19/86 1,059.60 4296 09/18/86 924.97 4296 12/22/86 1,029.36 4296 03/19/87 1,023.65 4296 06/19/87 1,173.93 202-719 SF 56 03/03/83 06/03/83 09/06/83 12/06/83 03/05/84 06/07/84 09/06/84 12/05/84 03/07/85 06/10/85 09/10/85 12/04/85 03/10/86 06/05/86 09/05/86 12/03/86 03/05/87 06/03/87 09/03/87 12/04/87 03/04/88 06/03/88 09/07/88 12/05/88 03/03/89 06/05/89 09/06/89 12/05/89 03/05/90 06/05/90 09/06/90 12/05/90 Mellon Bank,N.A.,Automatic Principal Cash Investment 12/06/83 03/05/84 06/07/84 09/06/84 12/05/84 03/07/85 06/10/85 09/10/85 12/04/85 03/10/86 06/05/86 09/05/86 12/03/86 03/05/87 06/03/87 202-719 SF 4.88 14.23 17.58 16.62 25.18 20.98 25.12 21.82 19.58 15.03 15.48 13.05 18.34 15.81 12.85 10.25 12.79 11.98 13.06 12.92 14.53 16.24 13.70 20.50 19.35 26.70 20.62 16.46 8.05 9.05 7.19 9.77 179.39 430.88 87.81 110.63 96.71 87.67 108.19 89.79 89.63 91.07 82.12 73.36 60.80 81.98 85.57 59 499.71 e--- 12/05/72 02/07/73 03/20/73 09/03/87 12/04/87 03/04/88 06/03/88 09/07/88 12/05/88 03/03/89 06/05/89 09/06/89 12/05/89 03/05/90 06/05/90 09/06/90 12/05/90 commercial Credit Company Demand Note 26000 5000 5000 237.28 387.34 438.08 513.89 412.04 121.64 129.07 376.73 344.99 324.42 303.97 286.46 182.84 32.92 381.04 111.40 40.48 5,847.27 ~ 532.92 ......-..-- C.I.T. Demand 6000 6000 5000 5000 5000 5000 Financial Corporation Note 12/05/72 02/07/73 03/20/73 03/06/75 03/31/75 04/24/75 135.75 76.79 45.38 4.39- 26.60 19.83 Ace.Int. 299.96 L------ Mellon Bank N.A.DF Temporary Investment Fund 50 06/19/90 135 09/18/90 135 12/02/90 01/07/91 Mellon Bank N.A.DF Temporary Income Cash Investment 01/04/91 02/05/91 03/05/91 04/03/91 05/03/91 06/05/91 07/03/91 08/05/91 09/05/91 10/03/91 11/05/91 202-719 SF 25.85 163.97 212.61 5.48 5.04 2.47 2.51 5.58 1.12 2.68 4.55 1.46 2.30 5.33 9.04 60 407.91 ~ 12/04/91 01/06/92 02/05/92 Mellon Bank N.A.OF Temporary Principal Cash Investment 01/04/91 02/05/91 03/05/91 04/03/91 05/03/91 06/05/91 07/03/91 08/05/91 09/05/91 10/03/91 11/05/91 12/04/91 01/06/92 02/05/92 10.56 12.87 13.46 77.37 81.05 67.47 71.53 64.88 63.18 60.03 61.44 59.31 397.16 796.48 718.90 698.95 625.77 78.97 e.--- 3,843.52 L..- E.I.du Pont Demand Note 3000 3000 3000 Company 03/17/75 03/31/75 04/21/75 2.06-Ace.Int. 9.64 10.43 18 . 01 1..---"'- 12/05/72 12/18/72 03/30/73 Ford Motor Credit Company Demand Note 20000 20000 1000 General Electric Credit Corporation,Demand Note 18000 12/05/72 8000 02/09/73 8000 03/20/73 General Motors Acceptance Corporation Demand Note 2000 12/05/72 2000 02/07/73 2000 03/26/73 2000 06/28/73 1000 09/30/73 1000 12/28/73 1000 03/14/74 202-719 SF 257.89 147.28 5.60 265.45 160.07 57.04 25.48 28.49 17.33 39.21 45.45 22.89 18.42· 61 410.77 L.- 482.56 L.-- 197.27 /' Mellon Bank N.A.Short Term Fixed Income Fund 30 04/21/75 80 06/04/75 80 08/31/75 80 12/02/75 72 03/03/76 72 06/02/76 72 08/31/76 72 12/02/76 32 03/08/77 30 06/15/77 28 09/20/77 23 12/05/77 23 01/04/78 23 02/03/78 23 03/03/78 23 06/05/78 23 08/31/78 23 12/06/78 230 03/02/79 230 06/06/79 30 08/31/79 30 12/04/79 30 03/05/80 41 06/27/80 41 08/31/80 41 12/04/80 49 03/04/81 49 06/03/81 9 09/17/81 6 12/21/81 6 03/18/82 6 06/17/82 20 08/18/82 17 12/17/82 27 03/21/83 25 05/19/83 25 06/20/83 29 09/14/83 26 12/04/83 Mellon Bank N.A.Short Term Fixed Income Fund Number 2 21 05/15/80 202-719 SF 20.60-Acc.Int. 70.92 120.44 123.80 102.37 93.70 99.37 92.18 75.52 37.56 39.12 38.37 12.55 12.74 11.65 38.81 43.50 50.79 70.12 572.15 526.34 92.96 95.95 98.60 92.08 128.27 198.83 192.47 204.59 23.15 20.29 21.65 36.08 57.07 52.67 37.48 18.60 66.71 28.03 62 V3,676.88 34.89 /" 1.05-Acc.Int. 19.35 united states steel Corporation Demand Note 1000 07/05/74 1000 09/12/74 other Cash Amount transferred from principal for payment 03/31/73 06/30/73 09/30/73 03/31/74 09/30/74 09/30/75 03/31/76 03/31/77 06/30/77 09/30/77 09/30/79 04/08/80 07/01/80 01/15/81 07/01/81 09/30/82 03/31/83 09/30/83 09/30/84 03/31/85 09/30/85 06/30/86 09/30/86 12/31/86 03/31/87 06/30/87 09/30/87 12/31/87 06/30/88 12/31/88 06/30/89 12/31/89 01/31/90 03/31/90 04/30/90 06/30/90 07/31/90 09/30/90 12/31/90 860.39 79.52 815.80 164.82 341.09 320.46 59.65 133.18 107.18 349.33 166.31 920.00 917.30 860.00 0.02 344.43 119.82 384.54 326.84 80.79 226.63 170.43 190.84 288.39 161.03 413.41 398.02 978.58 717.81 541.21 260.40 344.49 18.65 292.77 46.58 579.65 162.65 29.98 57.00 18.30 ~ ~/13,229.99 202-719 SF 63 202-719 SF Total Income Receipts 64 142,595.26/' ============ INCOME DISBURSEMENTS General Disbursements Amount transferred to principal for investment 02/16/73 09/30/76 12/31/76 12/31/77 06/30/78 09/30/78 12/31/78 03/31/79 06/30/79 12/31/79 03/31/80 06/30/80 12/31/80 04/06/81 07/13/81 12/31/81 03/31/82 06/30/82 12/31/82 06/30/83 12/31/83 03/31/84 06/30/84 12/31/84 06/30/85 12/31/85 03/31/86 03/31/88 09/30/88 03/31/89 09/30/89 03/31/91 Washington County,Pa.: Personal Property Tax 03/31/73 03/31/74 04/10/75 03/25/77 03/31/78 03/29/79 03/28/80 03/30/81 03/31/82 202-719 SF 484.15 179.68 162.79 177.06 50.96 278.24 850.08 32.20 380.89 655.22 1,161.00 1,261.02 1,414.40 141.15 313.18 608.93 36.34 574.24 1,016.05 353.83 417.67 346.33 590.83 1,010.78 561.19 179.07 161.35 287.01 41.82 105.43 4.16 104.21 105.32 44.75 20.08 31.71 35.67 40.00 58.17 63.98 56.43 65 /13,941.26 I 04/30/83 52.33 04/02/84 38.67 07/30/85 84.99 07/25/86 117.82 07/28/87 118.03 07/25/89 138.81 07/25/90 218.40 V'07/25/91 149.69 1,374.85 pennsylvania Department of Revenue: Tax on income 02/11/75 4.53 04/15/85 62.36 04/15/86 46.89 04/15/87 26.59 04/15/88 8.53 07/27/88 114.50 04/18/89 13.74 04/16/90 33.42 04/15/91 19.15 329.71- Mellon Bank N.A.: Fee for preparation of tax returns 09/24/81 150.00 09/28/82 225.00 375.00 L/-16,020.82 L..--., Fees and commissions Mellon Bank N.A.: Compensation as Trustee 03/28/73 139.94 06/25/73 88.28 09/25/73 81.90 12/26/73 80.30 03/22/74 76.38 06/24/74 75.64 09/24/74 69.94 12/24/74 65.62 03/24/75 67.52 06/24/75 77.11 09/24/75 78.85 12/24/75 74.25 03/25/76 76.18 06/24/76 81.40 09/24/76 80.67 12/24/76 86.95 03/25/77 95.34 06/24/77 91.65 09/26/77 90.42 /67 g/J,1 202-719 SF 66 12/27/77 88.98 03/27/78 86.68 06/26/78 83.64 09/26/78 89.27 12/26/78 91.09 03/27/79 86.61 06/26/79 88.20 09/25/79 126.28 12/24/79 145.88 03/25/80 146.66 06/24/80 148.51 09/24/80 164.15 12/24/80 165.23 03/25/81 169.65 06/24/81 170.43 09/24/81 176.99 12/24/81 169.91 03/25/82 171.90 06/24/82 159.64 09/24/82 160.22 12/24/82 159.23 03/25/83 310.54 06/24/83 325.74 09/26/83 341.46 12/27/83 341.66 03/27/84 342.91 06/26/84 336.68 09/27/84 321.91 12/24/84 348.17 03/26/85 353.20 06/25/85 376.04 09/24/85 398.29 12/24/85 385.11 03/25/86 421.48 06/24/86 493.73 09/24/86 501.54 12/24/86 483.64 03/25/87 508.15 06/24/87 564.50 09/24/87 575.05 12/24/87 584.18 03/25/88 513.03 06/24/88 543.03 09/26/88 548.29 12/27/88 536.46 03/27/89 536.31 06/26/89 567.73 09/26/89 596.72 10/25/89 210.40 11/24/89 206.81 12/26/89 209.37 I 6";~J /,).'$ 202-719 SF 67 01/25/90 02/22/90 03/27/90 04/24/90 OS/24/90 06/26/90 07/25/90 07/25/90 09/25/90 10/25/90 11/26/90 12/24/90 01/25/91 02/22/91 03/26/91 04/24/91 OS/24/91 06/25/91 07/25/91 08/27/91 09/24/91 10/25/91 11/25/91 12/24/91 01/27/92 02/25/92 213.36 207.61 206.41 207.65 210.04 215.19 216.93 218.96 210.63 203.54 199.91 82.09 83.57 81.80 88.63 89.01 90.38 88.73 90.42 90.97 91.94 91.56 91.49 91.42 91.35 91.28 20,854.49 I..-- 202-719 SF Total Income Disbursements 68 36,875.31 ============ INCOME DISTRIBUTIONS TO:Margaret Holmes Burns Unitrust payments 02/15/73 03/31/73 06/30/73 09/30/73 12/31/73 03/31/74 06/30/74 09/30/74 12/31/74 03/31/75 06/30/75 09/30/75 12/31/75 03/31/76 06/30/76 09/30/76 12/31/76 03/31/77 06/30/77 09/30/77 12/31/77 03/31/78 06/30/78 5,062.50 584.11 584.11 584.12 584.12 478.98 478.98 478.98 478.98 401.78 401.79 401.79 401.79 435.39 435.38 435.38 435.38 476.48 476.48 476.47 476.47 433.16 433.16 15,435.78 ~ TO:Helen E.Plants Kelso 202-719 SF Unitrust payments 02/15/73 03/31/73 06/30/73 09/30/73 12/31/73 03/31/74 06/30/74 09/30/74 12/31/74 03/31/75 06/30/75 09/30/75 12/31/75 03/31/76 06/30/76 09/30/76 12/31/76 5,062.49 584.11 584.12 584.12 584.12 478.97 478.98 478.98 478.98 401.78 401.79 401.79 401.79 435.39 435.38 435.38 435.38 69 -- 202-719 SF --= 03/31/77 06/30/77 09/30/77 12/31/77 03/31/78 06/30/78 09/30/78 12/31/78 03/31/79 06/30/79 09/30/79 12/31/79 03/31/80 06/30/80 09/30/80 12/31/80 04/06/81 06/30/81 09/30/81 12/31/81 03/31/82 06/30/82 09/30/82 12/31/82 03/31/83 06/30/83 09/30/83 12/31/83 03/31/84 06/30/84 09/30/84 12/31/84 03/31/85 06/30/85 09/30/85 12/31/85 03/31/86 06/30/86 09/30/86 12/31/86 03/31/87 06/30/87 09/30/87 12/31/87 03/31/88 06/30/88 09/30/88 12/31/88 03/31/89 06/30/89 476.48 476.48 476.47 476.47 433.16 433.16 433.16 433.15 432.83 432.83 432.83 432.84 458.65 458.65 458.64 458.64 496.71 496.71 496.71 496.70 511.22 511.22 511.21 511.21 554.53 554.53 554.53 554.53 612.34 612.34 612.34 612.34 630.58 630.58 630.58 630.58 752.58 752.58 752.58 752.58 846.90 846.90 846.90 846.90 855.13 855.13 855.13 855.13 893.87 893.87 70 '!S'F"" 09/30/89 10/31/89 12/31/89 01/31/90 03/31/90 04/30/90 06/30/90 07/31/90 09/30/90 10/31/90 11/30/90 12/31/90 01/31/91 02/28/91 03/31/91 -04/30/91 05/31/91 06/30/91 07/31/91 893.87 297.96 297.96 355.59 355.59 355.59 355.59 355.59 355.59 355.59 355.59 355.59 348~20 348.20 348.20 348.20 348.20 348.20 348.20 49,823.16 e--/ TO:The Board of Home Missions of the United Presbyterian Church in the USA 202-719 SF unitrust payments 03/31/79 06/30/79 09/30/79 12/31/79 03/31/80 06/30/80 09/30/80 12/31/80 04/06/81 06/30/81 09/30/81 12/31/81 03/31/82 06/30/82 09/30/82 12/31/82 03/31/83 06/30/83 09/30/83 12/31/83 03/31/84 06/30/84 09/30/84 12/31/84 03/31/85 432.83 432.83 432.83 432.83 458.65 458.65 458.64 458.64 496.71 496.71 496.71 496.70 511.22 511.21 511.21 511.21 554.53 554.53 554.53 554.53 612.34 612.34 612.34 612.34 630.58 71 06/30/85 09/30/85 12/31/85 03/31/86 06/30/86 09/30/86 12/31/86 03/31/87 06/30/87 09/30/87 12/31/87 03/31/88 06/30/88 09/30/88 12/31/88 03/31/89 06/30/89 09/30/89 11/30/89 12/31/89 01/31/90 03/31/90 04/30/90 06/30/90 08/31/90 09/30/90 12/31/90 03/31/91 06/30/91 630.58 630.58 630.58 752.58 752.58 752.58 752.58 846.90 846.90 846.90 846.90 855.13 855.13 855.13 855.13 893.87 893.87 893.87 297.96 893.87 355.59 1,066.78 355.59 1,066.78 355.59 1,066.78 1,066.78 1,044.62 1,044.62 35,902.39 L..--- 202-719 SF Total Income Distributions 72 101,161.33 ~ ============ .' INCOME BALANCE ON HAND Cash: TOTAL Note:The above cash is currently invested in Short Term Obligations ACQUISITION VALUE 4,558.62 4,558.62 ============ &iiaw 202-719 SF - 73 _. " COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF ALLEGHENY ARLENE J.PARAS,Trust Officer of MELLON BANK N.A.,the above named Accountant,being duly sworn according to law,deposes and says that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as she verily believes. Sworn to and subscribed before me this -~," __.!3_f2._od day of _.:-/J1.-.:....:..I1f2..:-'-_c_IJ...:-.,A.D.1992 I--Notarial SealrB.Fay l..u1her,Notary Public I McCartcllessTwp.,Allegheny County ,MyCommission Expires May 4,1995 Member.PennsylvaniaAssocialion of Notaries REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. MELLON BANK N.A. ..,Form RCC-33 -.:0 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF .................Y!.~.s.~.~~.~~.<?~. IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is.due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.).W State .of :E,'.~~~.;y~.Y.~~~.~}ss: County of .Wa.s..b.tngt..Qn :_.. Ar~t.~...w...~......9.~~."~:r.:.~.~.~.Q.f:f.~~~:r.:..L ...~~.~.;h?.~.....~.~~.~?r:l.~~...l.3..?P.:~.......~...~:r.::t:lst ....q.<:).J.Il:l.2.~ ~of the estate Of the above-named decedent being duly sworn,deJl10se and say Executor Decedent died ,.. Name and address of attorney or} other authorized representative to . whom all correspondence should be . mailed. ........M~:J,.lonNI:1,~J9IlI.:L~:f?~~§c ~:r.:.~§.~9.g~:p.~y . . S..~JYI~tIl $t &.Gh~r..r:y ..Ay·~.~:.,w.?-~J::l~~g~?J:l.~:I:'~.~.. Executor .That as such deponent is familiar with the affairs ·of said estate and the property con- .n:XI!"utor·AdminiBlrator). stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with;or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTiTUTION THI S SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsburgh National Bank -Washington Office Georgene H.Morton Mellon National Bank &Trust Co.-Georgene H.Morton Washington Office '.Margaret H.Burns -Deputy Sister That the contents of said .safe deposit box or boxes are itemized under Schedules of this return,with the exception of the followin&for the reason~hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonweal th of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at,death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the col~s 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 !?y tJ'le ,decedent at the time of death,whether in decedent's immediate possession,standing to decede~.t'·~crie«:,.itin banks of deposit,savings banks,trust companies,or other insti tutions,whether Individ"ia:ll.y,--:~r'i~.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 decedene s death in all other cases;all bonds,postal saVings,treasury certificates or notes and~0~h2!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 pol!tical 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,left by decedent,together with the fairly estimated market value thereof;all bonds and mortg8lteS held by decedent and of all claims due and owing decedent at the 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,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;.all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. .... ",,l.,',, "<.".1"In the case of securities of close or family corporations,the values reported are as far as possible substantiated 'by financial statements of the corporations,showing the assets an,d liabilities thereof a!;i,of t,h~da,te of death.",The schedul.e also sets forth the interest of decedent at th~:'t'im~or' death in any co-partnership or business,and in supp~r't of th~~alue '~f ~;;~h inter~stth~re'i~a;'mexed'to said schedule;'financial 'statements'showing the a·sset's'and liabilities of said co-p'artnership or business. A c'opy of the eo-partnership agreement,(if oral';a statement setting forth the nature of the'agreement) together with a statement setting forth the char,acterl df theol,isiness,i,ts locHion,and ,such .other facts pertaining to the business as may be pertine,nt ,to a fair and just 'appra.isal'of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fa~,r 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 her'eof 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 fac,ts of a pertinent nature regarding said transfers.In the case of ~rarisf.ers intended to, take effect in possession or enjoyment at 0'1'afte,r'death,"there is ,al,s<)attached to the schedule a COllY of the deed,trust agreement or other instrument creating the trust.Ther\~is also set forth in said schedule a list of all property,'real and pe'rsonal,,with its value,which passes at decedent's death by " •"r virtue of the exercise l:?y decedent,either individually,or jointly with another,or any power of appoint- ment vestedindecedent,either indiVidually or jointly,by the Will,deed,or other instrument,of !mother,' 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 d,eath,the nature of ,theJrres- 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 benefici~rie's'for lit~underiiecedehi's \\Tll1.It also contains a statement showing whien of the heriefici'aries named in,the:decedent's w,ill,'tf,aI).y,"dil;!d prior to decedent,tne dates of their death,'their issue,and the,relationship of,suchissue,to the'be';lefieiary. :,~.'. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,ownedby'the decedent Jointly,w,ith a~other ,or others,inCl~d:ing iritangible,s't-aridi~gin:the riame of the decedent and others,plus the date'and Place of record of instrwnents effecting the,vestiture o'f real estate and the date ,of acquisition of personalty,plUS,the name,address and relationship,'i,f any, of co-owners to the decedent. " That Schedule F attached hereto and made,a part hereof sets forth fully a~d in detail all debts and deductions claimed for and on beh~lf of this decedent's estate,including fUneral expenses paid; "''-',',',,,',"'-'"""family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary s cOmIDissions paid or to be paid;cost'expended for burial trusts,'tombstonesorgravemarkers,and reli- gious services,in consequence of the death of the decedent;'debts and claims oWhlgand Ilnpaidat 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 fo,r obliga- tions,if any.It is agreed that the fiduciary will present:proof'df said'claimed,obligations.upon re- quest,that if the amount a'ctual1Y p'aid in settlement 'of any,fee,-"commission or debt is less than the estimated amount claiming and allowed,'that the same 'will be reported ,to the Register of Wills,and that the amount of'tax assessed can be reassessed in accordance therewith; That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and prope'rlY registered in 'the SUIrimary. Mellon'National Bank &Trust Company .(~l)iE~:~~t'Offk~ '...",.,"', ,.,.,"',9"."",M?tt,n.,.,s..t.,•...,&c..h~.r.J.'.y.".AY:~.•,.".".,,,,,,' (Street NumbeT,),,:,,",IiI1.,s.}:~,~.!1,~~.9?.L.~~,~P.:p.y.~y.~.~,I1.,",:,,'"'''''''''',,,,,,,,:,,,,,,,,, (City ,or .T~wn and State) ~~f· ,Subscn'bed'a'n'd's'wo'rn to before me ,thl'S .........~,: DOLORES P.MEREDITH.Notary Public Wa'shington,Washington County,Pa. My Commission Expires January 28,1975', NOTE:Before Signing affidavit'make sure all blank spaces in the affidavit,and schedules',annexed are filled in with 'details or the word "None",andin case the assets include rare and unlisted securities, securities ~f close or family corporatioris'or'antnterest '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 beeri properly completedas'above~directed. ".,"",~.r:i:.,"~'"t,""day Of~~..,;,,"19 1.'~.. .......,,,:;'''''''''''''''~4.~~t?~.,..,..,,,,..,..,,. RCC-34 (1-64). COMMONWEALTH OF PENNSYLVANIA DEPARTMEt:lT OF REVENUE ~UREAU OF COUNTY COLLECTIONS TRANS;;;ER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE IIA" REAL PROPERTY / Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of,a· cres;also statement of martgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. All that certain lot of ground situate on Main or Lawrence st.in Cl~sville Borough,Washington County Pa.,being t of Lot #22 in the General Plan of said Borough,on which is erected a five room frame dwelling All those certain lots or pieces of ground situate in Ingram Borough,Allegheny County,Pa.being Lots Nos.124 &125 in a certain plan of lots called "West Ingranf of record in the Office of the Recorder of Deeds 'Office of Allegheny County ,P~.in Plan Book Vol.17,Pages 4 &5,having erected thereon a two- story frame dwelling house known as 150 Ingram Ave. All those certain lots or pieces of ground situate in Ingram Borough,Allegheny County,Pa.being Lots Nos.10 &11 in a certain plan of lots known as lIWest Ingramll of record in the Office of the Recorder of Deeds,of Allegheny County,Pa.in Plan Book Vol.17, Page~.4 &5,having erected thereon a two-story frame dwelling house and one car steel garage Known as 162 IIl;gram Ave. All that certain lot or parcel of ground being the 'Southeran 34 Feet of Lot #5 "Harry Shirls Addition"to Washington,Pa.as shown in Plan Book No.1,Pag,e 93, in the Recorder's Office of Washington County,Pa., having erected thereon a two-story brick house and garage For complete chain of title for all the above properties see copy of Inventory attached hereto. (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 10,400.00 12,500.00 9,000.00 13,000.00 (3\ DEPARTMENT VALUATION CAUTION (Do not write In this spoce) '/ \ Insert this total opposite "real property",Schedule "A"in the X X X X X "As\Reported"column on the last page of this return. I 44,900.00 If 4;j~().~o ~ RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX "",~RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. £1 Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEr VALUE (Do not write in this space) Cash,Securities,etc.per copy of inventory attached hereto:169,809.61 Less:Social Security Lump Sum Death Benefit 255.00 169,554.61 pa~ /t (lS5 L/I C/ . ~ Insert this total opposite "Personal Property",Schedule "B"in X X 169,554.61 , /G1/~~~~Lj _the "As Reported"column on the last page of this return. RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANS}'ER I~HElUTANCE TAX RESIDE~T DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)NO (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)-IiIollJ...OI---- (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)NO ' (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_~N~O~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no).NO - (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -----:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which wasY1£~nsferee'spromise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which could revert to rlecedent under terms of transfer or by operation of law?(Answer yes or no)YES (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)1lL0~ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION Decedent created a revocable inter-vivos trust with Mellon National Bank and Trust Company on December 22,1970,but since she died only about one week later,the trust was never activated.The cash which was to form the corpus of this trust ($30,000.00)is reported on the estate's inventory. MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-37 (12-63') COMMONW~ALTH'OF PENNSYYLANIA TRANSFf-:R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Claysville Cemetery Assn.$2,000.for care of Claysville,Pa.family lot. Beallsville Cemetery Assn.*500.for care of" Beallsville.Pa.John Morton Lot. Helen E.Holmes Circle of the First Presbyterian Church of Claysville (formerly the Helen E. Holmes Missionary Circle of the Claysville Presbyterian Church)$5,000.00 Claysville,Fa. First Presbyterian Church of Claysville (formerly Claysville Presbyterian Church)$15,000.00 Claysville,Pa. Missionary Society of the Ingram Presbyterian Church $500.00 Ingram,Fa. Salvation Army $500.00 Washington.Fa. r.R:ro1 ;1'11'>None 3>1 .1)00.00 Washin,g:ton Fa. .Jeane De ~-"Gl,I.:e Cousin $1.500.00 Cl~sville,Fa. Rebecca Wheatley None $1,000.00 Washington,Fa. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH D 1. RESIDENCE ~IATTER OF THE APPRAISEMENT Will l N Administration ~o. P.I<THE OF THE ESTATE OF Year (Executor-Administrator must complete "As Reported"column #1.) CJ ,....,"tl ~...,...,('I)('I)0 II:>...,e:..~.:::l en en 0......:::l 'i:l,....,('I)e:.....,..., II:>en 0><"tl 'i::'II:>CDcr...,..., ~0 ~"0 tr1 ('I)... en ........'<II:>....('I) ~ Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL -"'~~. '1q 00c::a::a::>!:l:l ~00 (J)><: (')(')?"?"?" r5 ~>•• -Ee-Ee-Ee-Ee-Ee~ >en .!:l:l('I)........ '0-o~..., -C;c.. ~ -Ee"¥!-&)-Ee-Ee-Ee >:r. " t:l~~...,~ 2.::l~c.. , ... RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER If.;'IERrFANCE TAX RESIDF;N!DECEDENT SCHEDULE "D" BENEFICIARIES 'I I," \ h ",, r.\'"-')'\r RELATIONSHIPBENEFICIARIESANDADDRESSES<'r (If step-children or SURVIVED DATE INTEREST OFstatefullnamesand.addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact)OR NO BIRTH Mrs.R.E.Dozer None $l~000.00-.' Washington,Pa.r,),:-\',~ < Helen E.P.&James L.Kelso None $15~000.00 Washinl!ton.Pa. Margaret H.Burns Sister Yes 11/18/93 ....'r- Clavsville.Pa. ;'c Real Estate on Main St.~(Glaysville~Pa.r$lO.400.a0)'$15 000 00' 1/2 interest in tanl!ible ne sonal pronertv 1($1 , 570.0 :),limited li e "''''+'''+'''POll::ll to 7._1 /7.o/n of thp f~1.11'TYl::l1'kpt V::I.hlf'nf +.,.""'+'"..1 at beginning of each year t o be paid from 'ncome and /or princiPel. any exces s income to be r ~tained and inve sted as pr'ncipal. Helen E.P.Kelso None Yes 11/10/10 ...."l- Washington,Pa. *1/2 interest in tanl!ible pe t'sonal nropertv ($1.570.0 :),limited lil"e estate eaual to 2-1/2%of t he fair market alue of tr [st as deter!mined at bel!inninl!of each vear t o be naid from'ncome anc/or nrincinc1 any excess income to be r ~tained and in .L ..1 ::I!':n1'i11,,..;T\,,,1 (~r ~ Upon the death of either Margaret H.Burns,( r Helen K ~lso,her sh ~re of the trust is to be paid to the Board of Home Missions ~f the U.P. Chnrl"'h of North ATYlpr;1"'::1 t) '-'-J ".,),~'-,., Upon the death of the survivor of Marl!aret Bu ns and He en Kelso.tJ e ,,"'+"'!':::lnn i!':n::lv::Ihl in pnll::l1 !':h::ll'P to 'T'hp ~1 ]trll!':t n ",nn '"T ,::ltinn::l1 WashinQ'ton Countv Branch Pa Assn for the Blind SOl'thwe!':tern Pa Ea!':tf:'r Spal Society for Crippled Children a ld Adults,Inc.,Y.M.C.A.,Board pf Home Missions of the U.P.C :lurch of North j merica,end Washingtpn City Mission,Inc. Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE l ,________-"---+-:--_-+rl ---_.~-------------------------------.--,--- ~IATIER OF THE APPRAISEMENT)r--, '}-.. '"0'"o't:l(b....~ ::c(be. J-003 '"d '"(bll>'"::s VlVl0......::s(b ll>....--en ~o't:l(b....~ (') '"oVlVl J-003~ll>r::r (p :-, trlVl....ll>....(b (Executor-Administrator must complete "As Reported"column #1.) ':f- ? '",-" 'J h· ) '-+>-,. '-+ h· ),~ ) ) .) ') h· ., ,) r--, I . , h· ') r--, .~ -'~- ) J >-,. h "+h· 1-. I~ ) h· (.+ .),~ ,) ,;} 11 h· • .~.. •••••I..+-.. Year . ) I, ~or:tqp,.~. Decejlsed ),-.;. () ') '",f- )". P.I<THE OF THE ESTATE OF) ~No. ,-+' ) ) h· '}- ) '-+ : <+ ) ~~.GEt9 :rg~Il~:I-n ,,., )) 4-i h· >.L, 1 ') -'I,+ ,~, ,~, ) ,Late ofl.W;;tl3hln.g.tQIl. ) I..., Will ~M~K r--'C"1 ) I...,,+)'~.REPORT AND ArPRAISAL h' J, )Cot;nty of2~W:asll~ngton' • , .' t :""",~ ~::c.(b ~,-o't:l ...... :0 O~:0 ~:e ('troo:0 -O~0'...... ...... :0':",.. ,Ul :Ul i-j:>.:. enc:3::: 3:::>::c C/)C/)en >-<:C'l n n?"?"?"n oJ ;;::~:: 000 -6e..-EP.-EP. "'-.~;.."•".>"'""""";,;.~~tJ,n::'Q ......~ :.~~Iv:~.~3~.~~5'.'-"r.,C)~ 000-6e-6e-6e ,J 0'..... N ~.. i-j:>. Ul~• ) -6e~ ) ""'"-6e~o'-...: ~;"'......~'.:...;-..::.,: .~. " h) ) 1-. 1-. )L" q ... ) r--, I,>-,. ---: ) /, ',-' ) hI,,.,. ---: ~~ f-. 4. ) 4- r--, ,~ ....,I") .... 4. ,, h· l:,~ h· <..., L" h· L" ) '+ ~ ) >-,. "+) I~ '-+ '-+ L, ) ,~'+ ') h· ') () h· (" ) ---: >-,. ...,. (, ))," I) h· '-+ ') I)1 'J .) ): '-+ ),),, ,I ) ....,I h) ) I~ ~I .) h' d. ) )," ) ') ') ) '1 I, 'J ) ...-'I (I----:)(I- ". <+ ...,. ) '-+ h (I-.)83j~2L. ~.'-+ ) ---: h· ...,. '-l- ) r; ), "(~':).....~.. ) j _.).......)"-T."~1>-,.~I'.r-,•,f.---;-L !.".,...,~l '....-I _ ) q. 1 ., > q. ) J ~ <.+' ," a~...,·2 ~d'-" ') (.L-)~f'--T ')'\·1.J ~·O:)IJ u··,1(..~~l~~H S~"~~' h.~4-,.-•'5 I ,I>.~(1\) )STil!ltd 0 1:31 ~I~5~.l,I (..j.. tj ';r }j \'!i:;~:1'"'-'5 n±J\,l .L J.I L ~'-+h. (~- I" , ') 1 .J ) 4' ) 4' ) ---:h·.-; 4' .,c:r::== c, .A, ) I'~, ) '.1- ),~ ~,~ h· ) 1...1- ,)" ') I~~. .c, '),.J J r--:I~Lj.- f....,....;..) ;). ) ....• I,, ) ,oo~1mob\\'ealth of Pennsylvania ) ') ) ~4' ;~,) ) h· ,) h· >-,. ,) RCC-Sl (6-71) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT Dm!MEILON NATIONAL BANK &TRUST COl1PANT (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-129-5 J In Re:Estate of __G=E='O=R.=GEl=~=IJE=-.::.::H-,,-.-=H=O=R=-TO=N.:..-.::::a'L/k:.::l/~a::..-_ ___WA_S_I_U_NG"_lO_N County -Fi Ie No._6-:3_-...;.7_1-_1-:3 _ You are hereby notified that the -'Q....r......i"'-egJ..i>-'·..Ln"'"alool.l~_ appraisement in the estate of GEORGENE H.MORTON has been filed in the office of the Register of Wills of WASHINGTON County on Febrllary 29 ,19-2.2.,Said appraisement reflects the following valuations: Real Estate 44,900.00 PersonaI PropertY...L1;;.;6L:;!9+,;L55"JJ.1+.<1.o-l6.u.]_-----_ Transfers _ Jointly Owned _ Total 214,454.61 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 F_e_br_ua_ry-=--_2_9':e--1_9_7_2__ Title APPRAISER I DATE OF DEATH:December 30,1970 Note:This is not a bill. .,1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 244 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLVANIA Fehruary 8,1972 CO~lMOr-..1WK\LTH OF Pl'J~';\SYLVAj\1'\ DEPAHTMEKT OF I\EV Et\TL INHERITANCE TAX DIVJST("\ 216 CITY COUNTY BUILDJ\G PITTSnUhGH,PEK~SYLVAl\IA 15219 r .11'--" RE:Estate of Gary H.Morton Late of Washington County File No.63-71-13 Date of Death:12-30-70 Dear Sir: Kindly give us values as of Decer.lher 30,1970 on the enclosed Real Estate. 21L ~~S 00,06)JJZ 7:000 ()o Assessed Value 1>farket Value -«:-'(-s-oo--,0-0-,(.go/!ht,f'UL..s) This request is in duplicate.Kindly place your value on the copy and return it to us,and keep the original for your file. /mjr Enc:3 DOHINIC R.DeHARIA INHERITA~CE TAX APPRAISEH I ====== PARCEL ,III ALL those certain lots or pieces of ground situate in the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania being lots Nos.124 and 125 in a certain plan of lots called "West Ingram" of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania in Plan Book Volume 17,pages 4 and 5. HAVING erected ther eon a two -story frame dwelling house known as 150 Ingram Avenue. BEING Block 69-C'rLot 20. BEING the same premises conveyed at No.1 in deed of Albert G.Morton to himself and his wife, Georgene H.Morton,dated December 29,1953 of record in the Recorder I s Office of Allegheny County, Pennsylvania,in Deed Book Volume 3465,Page 297. As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 107,Page 70,the said Albert G.Morton died November 22,1968.$12,500.00 PARCEL IV ALL those certain lots or pieces of ground situate in the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania,being Lots Nos.lO and 11 in a certain plan of lots known as "West Ingram" of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania,in Plan Book Vol.17, pages 4 and 5. ,I .~ ,..,.t .,~I.1 ,','~\ BEING Block 69-C,Lot 36. BEING the same premises conveyed at No.II in deed of Albert G.Morton to himself and his wife, Gear gene H.Morton,dated December 29,1953 of record in the Recorder's Office of Allegheny County, Pennsylvania,in Deed !Took Volume 3465,Page 297.As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 107, Page 70,the said Albert G.Morton died November 22,1968.$9,000.00 $44,900.00TotalRealEstateAppraisement .~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MORTON (Last Name) GEORGENE (First Name) H. (Initial) a Ik,/'ilI , DATE OF DEATH 12-30-70 FILE NO.63-71-13 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~Tc.:::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:__F_e_b_r_ua_r~Y,--2--=:9..L.,--=l..:...97~2-=---_,d~=·<'€o-.e--Ch~-dz4,;1f' INHERITANCE TAX APPRAISER 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,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 1.1,·ann nn 1Aq'.t;'i/,61 214,454 61 NONE 214.654 61 VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 214 454 61 214 454 61 CLEAR VALUE OF ESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $----------1--2%Tax on $--+__6% Tax on $----------+--5% Tax on $----------+--J.ll%.-1. Taxon $~' Exemptions * Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $--------1-- $--------1-- $--------1-- $---------+-- $--------1--- $-----_--1._- (*)As evidenced by Charitable Exemption Certificates issued· by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---lL- BALANCE DUE $----Il- Add interest at rate of 6%from t= ------lto-----$-------1 TOTAL TAX BALANCE $-------'--4 PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. J Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEORGENE H.NORTON Deceased Late of...vlASl:I~NG:'ro.N County of .WA,SI-IJ:NG'ro.N . Commonwealth of Pennsylvania REPORT AND APPRAISAL " ., \'- Ponn RCC-2 DEPARTMEl'JT OF REVENUE •B~AU OF COUNTY COLLECTIONS HARRI\BtmG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .F.ebruary 2.-9-,.l972 . \ COUNTY W.A$.tI.:J:.NQ:!Q.N . FILE NO 63.::::71~13 . Whereas..Q~.9f.tq~~H.~J1QRr.oN ~!"6l~late of WAS.JUNGTON . in the County of WAS.HIlirGTON Commonwealth of Pennsylvania,having died on the .3.Ot.h.day of P..e.c.emher.19 70,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; .DOMINIC R DeMARIA '"Therefore.I ~an appraIser duly appomted accordmg 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. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY: ~"fi:R r.opy Or.'·.R 1I1111 IIrprpII ('I-TH'n rpl'),\OlD A J./.O()I')I'll')., PERSONAL: SEE COPY OF SCHEDULE "Bll A'1'TACHED '1'0 APPRA 169.l)t;L 61 total 214.454 61 form~~v:~hbl:~::l:h~w~..~~~$~..~~~'.~:;o~e~~~.~..;~~~.~~~~~~~.~~.~~1~~.~~e 1~~.72 ~~.?3 ..£.c•.~£.~.~~L~~. Appraiser ......,Penna. WASHINGTON County RESIDENT INHERII:ANCE·TAX APPRAISEMENT Estate of ............GEQRGENE..H•....HORTON . Deceased. Late of ...WASH;J;NGT.'ON ,. Date of Death,J2~3.~7'O . Appraisemei!t Docket ~'oi.,3..$,.. Page,J~9.~5 No 63.~71~13 ·.. Filed in Register's Office,f..t9.9.~g.9 19 72 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,7 : · ·..·..· ·.. Wrote abo.ut Appra-isement,.. Appeal f"om Appraisement,.. Entered and charged,. "..,> " .~ \ -. ~ ... JSUPPLEMENTALRETURN COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ...w.~.~l:1.:ip.g:tA.J.p.. Form RCC-33 RESIDENT DECEDENT b 3-,I-LJ"'",r IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) _~g!..g~~;:.;~~;;;;;.:~.~~~~:~.~~.~E ~F........}:~::~~DUA;~:OF (State full name of decedent) WashingtonLateof . .County state of ..:I?~IJ!l:~y:l::y.?J:l:~.~"}ss: County ofW~sh;j,ngt.Qn . Arl:i~W,Qt.t...,'r..:r.:g§t.Q:r:f.;j,G.~.:r.~M~l.l..Qn.N.g,ti.onal..B.ank &.'I:.rus.t.c.Qm;p~y .. ~of the estate of the above-named decedent being duly sworn,depose and say (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. Decedent died December .Executor was filed with 20 ,19..7?,5 testate leaving a last will,copy of which ~} (Day)(Y~ar)L~the original return M~~l()I:l:N:~t;~()I:l§.~1313~~9:.':r.:IJ1.,~.t;.qC?J.Y:IP.~.. S.Main st.&Cherry Ave.,Washington,Pa.. ...,.... That as such ~.~~~:9:1?9.r deponent is familiar with the affairs of said estate and the property con- (1';xe~\1tor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT SEE ORIGINAL RETURN That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresov~r 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 p~ssession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other ins'titutions,whether individua}ly,,or 1.n trust for any other person or persons giving also separately the accrued interest thereon,if':t0y;\·do.~to the last ~.'.........~,,'.'.interest day prior to decedent's death in the case of savings banks,and to the d~t.e o~:deced~ntls death in all other cases;all bonds,postal savings,treasury certificates or notes and 'otller evidenee of in- debtedness of the Unitea 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 SU:I:>~i.vi~ion ther~of,or of any forei!!Tl country,which are owned at the time of death;all wearing apparel,jeWelry,'silverware,pic- a l.'.'tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and OWing t!recedent at the time of death,and all promissory notes or other instruments in writing fo~the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and es.timated 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 polictes 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. o In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and'such other facts pertaining to the 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.. II 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 proper·ty,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 tran&fers intended to take effect in possession or enjoyment at or after death,there is also attached to the 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 pa~ses 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 instrmnent creating suc;.h power attached,to the sch,edule. 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 Sectfon 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 app~~priate colmnns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Smnmary. _::::~::~dS;::Oft~::~r:;th~:}~:~~U~~:;:i:~:~~::u:~:cer ;L I --:7 '1-1 '.................t7;(JA,:.l,i.cJ.d,~C~/l..l~~L:?;::-£....?..~M~.~.!1 ?..~.!~g.~~.!.!..;Y.!.\y..~.~. DOLORES P.MERE~iTH.Notary Public (Street Number)Wllsllln~o~o~~~~~~:~o~~~~~ty.Pt..~.~~.~.~.~~.?~.?~~~. January 28,1975 (City or Town and State) NOTE:Be fore 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 colmnn #1 in the "Summary"has been properly completed as above-directed. ~CC-34 (1-64) COMMON"'EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty',with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not be deducted from this schedule. SEE ORIGINAL RETURN ,',. Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. r RCC-35 COMMO#WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undis tributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully Extra-testamentary property: The Equitable Life Assurance Society of the United States Proceeds of Contract #115430 payable to Margaret H.Burns,Sister The estate will pay the death tax on this contract. UNIT VALUE ESTIMATED MARKEr VALUE 1,129.63 DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X r RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSPER INHERITANCE TAX RES IDE~T DECEDENT SCHEDULE "C" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's 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)_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others __ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to 0;for the benefit of care of transferor?(Answer yes or no)_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes9 set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION SEE ORIGINAL RETURN MARKET VALVE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ,.' RCC-37"(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES .. ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH SEE ORIGINAL RETURN. , -- Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT f;:U::'~~.:_~_!._:~,t ~::-1 (; f::EGIS'1 Cri Ui~WILLS V/.A SHiN(,T0:1 CO"PIt ~~NO' P.il THE OF THE ESTATE OF Year . ~., t',1?ti ~P1_I.n.. .., t ""0..! In •.i.-! I,,..!iJ (Executor-Administrator must complete "As Reported"column #1.) 0 ...,"'t:J ::c '"''"'(1)(1) 0 ~'"'e:..til ::l til til til 0...,......::l "'t:J(1)e:..'"''"'~til 0><"'t:J '0~(1) C"''"''"'~0 ~'0 tx:l (1)... til ........'<~....(1) REPORT AND APPRAISAL Commonwealth of Pennsylvania Late of . County of (}~()r~E:!1~:H:.Morton Deceased Washington . Washington enc::~~:>::c W en en ~ n n?"'?"'?"' c)t:rl >::;:;:..................... ~~-(h~~~ :>til I--' "I--'I\) \0. 0\W 'I--' 1-":1--' ,I\) \0:. :0\:w ::c(1)-"0-0""'"'"'....(1)c..- ~~-(h~~~ :>'J: o~_.. ~t-.o'"'-2.::l~c.. r '", RCC-B\(6-70 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MELLON NATIONAL BANK &-TRUST CO_ (Executor~ IN YOUR REPLY PLEASE REFER TO 38-129-5 Inheritance Tax Division In Re:Estate of __G_E_O_R_G_E_NE_H M_O_R_T_O_N_a_l_k_l_a _ __W.:.:..a=s=...:h=i=n:=sga..::t:....:o=n=--_County -Fi Ie No.__6_3_-_7_1_-_1_3 _ Dear Gent1emen",J '\ ".I You are hereby notified that the supplemental.. appraisement in the estate of Georgene H_MorGJon a/k/a has been filed in the office of the Register of Wills of WashIngton County on March 29 ,19~,Said appraisement reflects the following valuations: Rea I Estate--------"t---"t--4lH'l,......,e~----- Persona I Property 1--,--'1_2_9_-_6_3 _ Transfers _ Jointly Owned ~~~~~----- Tota I --=1:.L,-=1::.-..2-=-9_=__6=--.:3=---_ 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 __)_fa:.::..:r=--c=--h~2_9_.!.,'__1_9_7_2 _ DATE OF DEATH: Note:This is not a bi II. APPRAISER IITitle _ December 20,1970 RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HORTON,GEORGENE H. (Last Name)(First Name)(Initial) DATE OF DEATH 12-20-70 FILE NO.63-71-13 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:_-,-:..H:.::a:.::r-=c:.::;h=--=2:....:9~,'-----=1:....:9_7_2__~dJ(?~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- REGISTER OF WILLS None 1 129 63' 1 129 63 1 129 63 None 1 129 63 1 129 63 CLEAR VALUE OF ESTATE Dated:_ 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) I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the 'g t'c edule "which greater or lesser amount represents the sum allowed as a deduction. Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $1.-_ $--------1--- $'---------+--- $--------+--- $-------+-- $--------1--- 2% 6% 5% FOR USE OF REGISTER ONLY Tax on $-----------t-- Tax on $-----------t-- Tax on $-----------t-- Tax on $-----------t--.~ Tax on $-----------t---"("15% Exemptions * Total Estate -I-__ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::r=== BALANCE OF INHERITANCE TAX DUE $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $------IL-$----- Estate tax paid $L-I BALANCE DUE $....IL- Add interest at:;te of 6%from $---------It= TOTAL TAX BALANCE $--------l. PAID $....1 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 !...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEORGENE H.MORTON Deceased Late of County of .WA,SlfINGl'QN . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ -- Funn RCC-2 I.~-COMMONWEALTH OF PENNSYLVANIA DATE March 29 1972 DEPlRTME~~T OF REVENUE ......;.............................................,.................................... RESIDENT INHERITANCE TAX ......Ji.~.~.h.~.P.:g!:..9..~..............BUREAU OF COUNTY COLLECTIONS COUNTY ............. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......§}:..?..!.:.!..~.............................................. Whereas,..............Q.~.9..:rg.~.P.:~....)i.~.....~9.~.~.9.~.....?:.1.~/.~..................................late of ................W~.~.h!.P.:g.t'?.P:.................................................. in the County of .........................Jia.shin.gt.o..n.................................................................Commonwealth of Pennsylvania,having died on the .......................Z.Q.....t..h.....................................................day of ............p..~..~.~.~?.~..r.:................................19...??...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..........D.Q.m.i.n.i.~......B:..~......P..~}f9.-.r..!.~................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement I Description of Asset Values Made for Inheritance Tax Purposes SUPBLEMENTAL $ PERSONALTY: The Equitable Life Assurance Society of the United States Proceeds of Contract #115430 navable to iMargaretH.Burns.Sister.1.129 63 I Total 1.129 63 Penna......................., ••~.••..••••.•......... ~avi~g been duly ~worn accordi~law,I do hereby ce 'fY~above appraisement is made in con- formIty WIth law on thIS ~Z ,day of ~~::::..:£.~~~~.:::::::::.:::~.~:~~ Appraiser JvASHINO'l'ON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GEORGENE H.MORTON Deceased. Late of WASHINGTON Date of Death,....D..~.c..~mb.~.r....ZQ..,.l..9.7.Q.. Appraisemeilt Docket t'oZ.,3..8 .. Page,1.2.9.~5 _No 6..3.~.7.l..~.l.3 .. Filed in Register's Office,...Ha.r.c.h....29...J9..7.2. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,7 :•.. Wrote abo.ut Appraisement, Appeal fl'om Appraisement,.. Entered and charged,.. .:.\ " GEORGENE H.MORTON LATE OF City of Washington AND AGENT OF THE COMMONWEALTH Form RCC·IO ~.,"'u"",,ma.;q'qp/i~i~ HE SUM OF $. ",,~b-J'~~~ Register of fYYIIlrl\.TlQIIb3-71-/3 STATEMENT OF DEBTS AND DEDUCTIONS COUNTY ESTATE OF ...,OFFICE OF THE REGISTER OF WILLS WASHINGTONOF DATE OF FILING APPRAISEMENT -=M=a::;.:r:....;c:::.,:h:::....:2=-9-,-,-,-=-19~7-=2'--_DATs:OF DEATH _D=....::e:....:c=-e:....:m=b=-e~r_3;:;....:,.0L.,--.;;.1~9..;;.7.....;0 _ DATE NO.OF NAM£OF PAYEE REMARKS AMOUNTVOUCH"" 1971 Mellon National Bank and Compensation for services Jan.19 Trust COmpany rendered re Trust of Mrs.Mor on 150 00 T~.....19 Washington County Reports Advertising grant of letters 14 00 Title search real estate at 150 Feb.1 Milton R.Zang &162 Ingram Avenue,Ingram I a 33 75 Aptrais als of real estate at 150 Mar.23 R.A.Walker,Jr.&62 Ingram Avenue,Ingram I a 70 00 Mav 3 J.P.Ames Appraisal of jewelry .10 00 3 death certificates for Mav 24 Bureau of Vital Statistics r;.r~nt M,h 00 Appraisals of various coins on June 18 Richard H.Piatt ,:.f'•i75.r::.'l71 ;:\nn h/ilR/71 20 00 1/19/71 Ad ertising grant of letters 14.0( June 22 Observer-Reporter 6/4/71 Adv rtisin2:sale of real estate 5.4(25 52 6/22/71 Ad lrertising sale of real estate 6.1, Aug.11 Walter Listisen RepaIrIng four broken WIndows ~t lh7.Tnp'r~rn A T :>::.33 78 Aup'.1 1 Payment for boarding up oroker. 17 80W P Lev windows at 162 In2:ram Ave•• Sept. Ingram,Pa. 7 R.A.Paynter,Inc.Payment of premiums on Insurance Company of North Anlerica,Public Liability Policy No ALB43 :94 for real estate situate 150 Ingram Avenue,Ingram,Pa.$10.0 1(...?T·A T.....("(...~-rn P~Q () '\248 N.~Fra ilklin St.,W'ashington Pa.9.0c :bt;~.u 19 00 Less refum on cancellation 9.0 Iq72 Jan.19 Register of Wills,Washington C punty,Pa., rrNtfiosts#Fot<§.¥g~rWi11and )extra pages $15.5 Ij :::>hort (,jertlllcate~1::>.U' ?/lQ/71 1 Snort Certificate 1.0 ........._- 3/9/71 2 Short Certificates Z.o R/?.()/71 1 ,...,r",...r;f;,..~r",1 () tg~H~~t Certified C?~t of Wi 1 10.5 1 Snort C:pr i icate 1.0 .-' HH~~~1 1 Short Certificate 1.0 Exemnlification of R ecord 18.0 ---1/19/72 Barancf due on lette s ~~:HI 106 00Fiingnventory Register of Wills,Allegheny Cost of recording exemplificati nApr.19 r P;l ~.(~~~~~.:I ~~~~1~~~~~.,-1 ~",-I-.,-I-~20 00, Julv 17 Schmidt and Allison 12/6/71 Reimbursement costs advanced for nhotocopies of Deed!4.20 4 20 COMMONWEALTH OF PENNSYLVANIA }"'.Trust Company,COUNTY OF WASHINGTON I,Arl;e W Ott,Trust Officer,Mellon Natlona1 Bank and HEREBY CERTIFY.THAT.TO THE BEaT OF ~y I(NOWLI!DGE AND BELIEF,THI!FOREGOING IS AJUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa 01" ADMINISTRATION.aIJ~MI'J:TED TO THE ESTATE OF GEORGENE H.MORT~N Zi!"t'J?A.O'OUCT'ON.~.INHERITANCE TAX PURPOSElJ. ..1 l'\."~OL."I -,.-SWORN AND SUBSCI;.I~EO -·e~FORE ME THIS 22nd DAY 01'~j;J~~,eIL-'.,.#;z;,(,~.,J. DOLORES P,MEREDITH.Notary Public .Wasbington,Wasbington County,Pa. My Commission Expires January 28,1975 Form RC ColO ---~------.--------------------.-------------------:--1 DEDUCTIONS ALLOWED IN AND AGENT OF TME COMMONWEALTM ,OFFICE OF TME ,REGISTER OF WILLS OF WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS CONTINUED THE SUM OF $ . DATE APPROVED . Regiller of Wills,Age~t ESTATE OF GEORGENE H MORTONLATE OF _ DATE OF FILING APPRAISEMENT DATE OF DEATH _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 1972 C '.,ann AlliQl"'l1"l 7/17/72 A......~-~~·?~r fee on ."ti l"'l1"l 1 11 000 00 July 17 Mellon National Bank and Trust :;ompany,I Compensation as Executor as fol ows: 12 /?~/71 ~on ::>~4 000 00 7/17/72 Balance due 55590.00 9 590 00 ]971 T.".''''PI':of real estate situate 2148 North Fr;::l1"lkli1"l C', Feb.10 Washi~t~,Washington County,Pa.,as follows:J.C.c leery Annraisa1 of rp::ll 70 00 May 4 West Penn Power Company Electric service to 4/27/71 13 77 .T111"1P 1 r.oll1TY'lhi::l Gas of Pennsv1vania Iincornorated Gas service to 5/21/'71 16~.~g 162 111.0'"'"....c..J June 8 Lannv Ross Cuttin!!!!ra!s h 1:)0 The Citizens Water Company of AuO'n Washing-ton Pa Water service to 8/13 /71 17.141 The Washington-East Washingtol service to 8/13/71 06Aup'13 Joint Authoritv Sewer 7 1971 Jan 15 Piatt Funeral Home Funeral exnenses 1 775 25 Jan.19 Annex Pharmacy Drugs 4 ,-4 85..)J Jan.19 ZelIa Yoders Nursin!!services 18 75 Jan 19 Helen Noble Nursin2:services 67 50 Jan 19 Catherine Forin!!er Nursin!!services 118 12 Jan.19 Martie Kay Brock Nursing-services 79 7A-,. Feh 2 Posts Rental - R P1"I-I-::>1 l"'lf 1-.1 hPN fo'l"01"lP UTPlok $11.13 Rental of commode for one week 3.18 14 31 Jan.10 S.B.McWreath Dairy Dairy products for December 3 24 1/21/71 126IFeb.1 Columbia Gas of Pa.,Inc.Gas service at residence to ]07 Fph ?West Penn Power Company to 1/26/71Electricserviceatresidence/13 75 COMMONWEALTH OF PENNSYLVANIA } ___ss:COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEer OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENse OJ" ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTJONil FOR INHERITANCE TAX PURPOSES. ____________________(L.S.l SWORN AND SUBSCRIBED J!lEFORE ME THIS DAY 01' ------_-------18 __ Form RC C·lO DEDUCTIONS ALLOWED IN AND AGENT OF THE COMMONWEALTH OF "O~'FICE OF THE 1tEGISTER OF WILLS WASHINGT0N:oUNTY STATEMENT OF DEBTS AND DEDUCTIONS CONTINUED THE SUM OF $ . DATE APPROVED .•...... Register 01 Wills,Agent ESTATE OF GEORGENE H.MORTON L.ATE OF _ DATE OF FILING APPRAISEMENT DATS OF DEATH _ DATE Feh.16 Mar.5 NO.OF VOUCH""NAME OF PAYEE Telephone service to 1[4/71 Less refund of credit balance The Citizens Water Company of W-;'Q",Pa The Washington-East Washington J oint Authority REMARKS 'a' Water service at re~;np-n('p to 1I??171 Sewer service at residence to 1/22/71 9.36 3.98 AMOUNT 5 38 6 96 3 97 June 2 Shipping charges on sav:iIIg'~'bond mailed to Houston,Pat 1 26 July Julv 17 2 Mellon National Bank and Trust Co.,Compensation as Executor State and local realty transfer taKes on sale f"'I.f "'0",,1 o~h+O .,,+248 North Fran1din Street Wash'P;I 457 81 260 00 '[;'.~"IQe~re sale of real estate .t 150 InQ'ram.A I-nlJr"rn P July 1971 Nov. 27 17 Re:Sale of real estate at 162 In.ram Ave.,Ingram,Pat Transfer taxes Broker's Commission 90.00 540 00 630 00 .s Settlement fee 20.00 'R.1l'tr",,.Q t"'f"'IQtQ T'\-;,;i!h,r ",,,,11 ",,.172.50 Bruce Terminex,Termite inspe tion 15.00 D 11 ·UT.,11T~'"1..".,~'Q'''';f"'I-n 71:10 00 Mortgase placement fee 632.50 T"'\';I Ro-;,l+,.Tax 125 00 John O.Donnel,Plastering ~5 od\. T -;,rn",Q W.Ludlum exterior lnaihtinQ'/720'00 ~ Staley Electric Company,eleetr c service ((450.00 , Raymond T.Hays,roofing 1'\125.00 S.E.Hopper and Sons,plumbin ~\~O.09...J 6":275 O~ M;I'tr 1\/f:nr 1 ~ R A Walker.Ap'ent R A W;:llk-p,.A O'ent 1"HA AppraIsal fee -l~U InQ'ram Ave••InQ'ram Pat FHA Appraisal fee -162 T A,r",T-nO',.-;,YY'l P-;, 20 00 ?A ()() All s transactions are she wn as net.Accountant reauests deduction for brokeraQ'e charQ'es in the amount of 89 83 If , COMMONWEALTH OF PENNSYLVANIA } ___611:COUNTY OF I '------------------------HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. -(L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS ,DAY OP' ------18 __ ". ',' <• <• ,.' J. .wit .. ., ..-1'1:e -.J ::0.r.J ---»rn ;0 (I):'-'c:::x::>o ~~- ~:::c ~~(f)c:::::, (fil':in (-. ~~z ~fYl r'nI'.>'•iftt".>m I r''-.)-I .;rJ rT c-J06z'<>.";,'i;:"""0 (")~-1::.-::::t,.Q -<;;AJ r-z t""-J i ~13·r-rd,<»"(f)"c:,I"'V,c.n ,. -.- ,'\f~ '-'..I ,I '. I';,. .),'" "'..-.;.~G,J-7/-/3...".,.MELLON NATIONAL BANK AND TRUST COMPANY J MEMORANDUM TO Register of Wills in and for Washington County September 27,1972 GB-39 Estate of Georgene H.Morton -Account No.101-526 We hand you herewith photocopy Federal Estate Tax:closing letter dated September 25,1972,for the above estate. By carbon copy of this memo to Mr.Hana I am advising him of receipt of this letter in order that he may note his records accordingly as this account was audited last Term of Court when we had requested re-award for tax:contingencies which will now not be necessary. ~.i-tJ/7------~---,l-a!!o.sh...cin...J.g-t~---- GFPJ r /dpm cc:Mr.John Hana 1~.4 '.;,...1 31 Hopkins Plaza,Baltimore,Md.21201 2 P.O.'Box 270,Newark,N.J.07101 3 401 N.Broad St"Philadelphia,Pi!.19108 4 P.O.Box 2488,Pittsburgh,Pa.15230 ~3-71-/3 5 400 N.8th St.,Richmond.Va.23240 6 800 Delaware Ave.,Wilmington,Del.19801 Address any reply to DISTRICT DIRECTOR at office No.~ @@~®[[{SODU@(1){S @1]{S[}u@ U[[@®@Cill[[~ i f· @)o@~[?O@~@)D[?®@~@[?-- Internal Revenue Service Mellon Nat'l.Ek.&Tr.Co.Exec. Nellon.Square ~ittsburgh,Pa.15230 Date: SEP 2 5 1972 \ In reply refer to: L-154 Estate of: Date of Death: SSN: Georgene H.Norton December 30,1970 170-32-2158 ESTATE TAX CLOSING LEITER (This is not a bill for tax due) The computation at the bottom of this letter shows the Internal Revenue Service's determination of the Federal estate tax liability for the estate named above.You should keep a copy of this letter as a permanent record,since your attorney may need it to close the probate proceedings for the estate.'It,together with proof of payment, is evidence that the Federal estate tax liability for the estate has been settled. Gross estate tax " . Less credits allowed:•94.32 State death taxes..............$.---,.;0---- d I -0-Fe era gift tax .-0-Tax on prior transfers .-0-Foreign death taxes . Total credits ;:. Net estate tax :' . Penalties,if any . cc:Jonathan .Allison,'Esq. C/O Schmidt &:P.llison Wash Tr.Bldg. Wash.,Pa.15301 $7,447.28,_---:~---- $)_-r:;--~9;,,;4,..:..;.3;;,..,2 _ $7,352.96)---o~--=--::....:-_-- $1----..:...----- Form L-l54 (Rev.9-69) "'---'" ," en fJ)<tc:;::l <:>-J a..z -J~ex:.3:0«<.:>:r.:::'1."-"..Cl...'.........r...... C..),....._'\. 1_.<'.'1::::}-L-J 0;;;..,tJ ~.:{"',;J.J 1-z:iJ.J {J)(/)-0._fJ)--:::c:L.4J ::::>~C/)~..,..J V')a::L!J «0::-..>- .......,.-r-..Jt-I·..1oJ.= JI..f",_10"" MELLON NATIONAL BANK AND TRUST COMPANY ME,MORANDUM ro Register of Wills in and for Washington County September 27,1972 Estate of Georgene H.Morton -Account No.101-526 We hand you herewith photocopy Federal Estate T ax closing letter dated September 25,1972,for the above estate. By carbon copy of this memo to Mr.Hana I am advising him of receipt of this letter in order that he may note his records accordingly as this account was audited last Term of Court when we had requested re-award for tax con~ingencies which will now not be necessary. GFPJr/dpm cc:Mr.John Hana GO-3D I ~-~...~_._-_.,. I I ./ j'•,......, ~'" '. ,I', , "';'" I ( \' ...11:::E ::0 -..J '",.m ;;:, (j')C")c:~::c:-(j)c:::>r.-(.~-z ....." r-t •j ·_~t c>·z -,..'.- -c"."'-'"~:-':'1 -,..~.... 0 -:::::~.:""i r -r ..r v r ,- :r>(f)0.(....V Q""J RCC-49 (8-71)·€OMMP~~ALTH OF PENNSYLVANIA D~ARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION r~T i 10 "FL. UJasH t"",1'6l, Cote'".,..~J Estate of:GeoRc:1cal1e..fi....M,ORTON Date of Death 1:l.e ~o '10 County Wast-l ''''9 TO ""l)Kr 31...:lJ..'i·S Bureau File No.l;1.1/·11 Date NocJ t.19 71 1.Taxable estate per U.S.Estate Tax Return,Form #706 ~I ~4 3·2.Cf ·72--2.Taxable estate per final change in Federal Return dated Cf •2.~"',72-- 3.Amount of credit for State death taxes. $5/7/fi.10 $1l0 t:li'iI1!H. R~c~P1'tJ.as FtC eel As shown on return form or final change notice ($ As verified by computation 9lf.32.) 4.Penna.Inheritance Tax due and!or paid-, 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) $11.j.1S0.V6 /JOAJ(. 8.Less:Previous payments on afc of Penna.Estate Tax Date of payment Amount of Tax paid $,-----~ Amount of Interest paid $------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of _ ___AlolJe. $====::!::!M::::!!:o~lJ:!=e = Prepared by Reviewed and approved by _ (NAME)(TITLE)(DATE) J-RCC~"7:Z C9~'6!l}•1"Jp- t'f~OMM.~.WEAL TH OF PENNSYLVANiA ..DElfARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I I APPLICATION FOR AND CONSENT I TO TRANSFER SECURITIES I REGISTERED IN THE NAME OF A RESIDENT DECEDENT _._._.__...__._.__..l._..____._.._."-.______.._.._.______.._._ APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for cCl1sent to the transfer of the following securities of a Pennsylvonia Corporotion or a Notional Bonking Associalion located in Pennsylvania: (a )_~_~l:!~.~~_..__(b)_~~~!:!~I\X_.~r:~~~?~~.~~~g~_.__.._._.__..__._....(c).,,_'~:g~~~)~..~~~~~~_..__ (NOTE:In describing securities enter in (0),ab Ole,either the number of shares of stock or the face (lmount of registered bonds,in (b),the nome of the issuing company and in (c)the class of stock or the stated interest rate and maturity dote of registered bonds.) ___,on __...."pECEMBETLIQ.!.._1.2.IQ. (Datc of death) ISSUED ON _~~~~L5_~..~~.~..~.~~L6_~__,and having a TOTAL MARKET VAtUE OF $ _l~::~..:_?..~__. (Dote) as of the dote of death of the decedent,__....-J!.EORGENE H,MORTON (Name of Decedent) who was Iate 0 f .........1...4.[_~-,f~BitW<.1~J N sTR.f~J:'__ (Street and Number)(Post Office)(County)(State) The securities are registered as follows:...__..._~~~~..._GEO~GENE......~.~.t10~:~~~_..__._""....__.__.._...._._... (Nome or names In which certificates are registered) p.O.BOX 926 X~)MELLON NATIONAL BANK AND TRUST COMPANY PITTSBURGH I PENNSYLVANIA 1.5230 EX ECU TOR )-_.....__........_·(...N~;;;;)MEi~LON·-NATr ONAi::·BANK-AND....TRU-S·;i--·(Add~-;;~~)--·C()M--PANY~F,XECtiT()R-P:STAT E: NAME 0F APPLICA NT _G.~2B.G};N.f::,_l!.L ..~91n:9Nl._P.E.~P.L.L ...A!~!.~9.~QRG EN E HOLMES MORTON A/KIA GEORGENE Y.MORTON P.O.BOX 926 COUNTY FILE NUM~ER_§.;?:.?l:J~_...ADD.RESS OF APPLlCANT"""r'~-.'T$....R]lL..J'-.~_N:§YJ'Y~NI~J?2,:?O BUREAU FILE NUMBER ..._._~.~~~_._SIGNATURE OF APPLICANT_~~_... . NOTICE:IF YOU FAll TO PROPERLY FilL IN ANY PORTION OF THIS APPL CATION,IT WilL NOT BE J.R,Clark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES---.-....-,,--.--.-.-...-...-.--..--...--..---DA T6J.@'J.lJ!.~r:t ...2.Q,.1971 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tox to which the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20,19'19,P.L.521, os amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provision~; of the Act of April 9,1929,P.L.343. This Conscni 10 Trnn,der Ilw hercin described properly operates only in Icferencil'to thn il'~to'e of the nbove-l1ol1led Decedent. 5;gn d fo"0 So«o,o,y of ~o .' By ~___~ (Signature)Register of Wills washington (Title)(County) t i1(·~.,·/L '(~)··~.IH) "COMMONWEALTH OF PENNSYLVANIA OEtPARTMENT OF REVENUE tlJ.)REAU OF COUNTY COLLECTiONS Tn, ,.., .........-.--..-..--f.-..-__.L._________L__.._................___ ~PPLICATlON (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for COlsent to the transfer of the following securities of a Pennsylvania Corporation or a Notional Bonking Association located in Pennsylvania: (a)_.....~_.~..~~..~__...Jb)_.~:.~~.~_~1U~J~~Y-....~9..tv!~J\~~..__................._.._...._..._..._..........'''_''(c)_._....._~~!~r~()~_.~~~(~~.~..__ (NOTE:In describing securities enter in (0),ab CHe,either the number of shores of stock or the faceomount of registered bonds,in (b),the nome of the issuing company and in (c)the closs of stock or the stated interest rate and maturity dote of registered bonds.) ISSUED ON lQ.!JJJI9.......,Qnd hoving a TOTAL MARKET VAilUE OF L Jc.,..9.<2.?..:?IL._._. (Dote) os of the dote of death of the decedent GmHGE:NI~H.HORTON on DEC!<:MBF;R 30 1970,_",.~'••__"~_._•.•.•_.__••__•__~N~""'".,_."A_"__"_I ,~_,~_._~~."_._.~_~_.J._,_",_.,_._~._" (Nome of Decedent)(Dote of death) who was Iate oC 24JLtL.....!'::..1~ANKl,JJ'L ..$IRIi..J;1..:..__......_.WASHlllGTON .......-.RAS1fl.!iQT..Q.N_.__._y~.NN~yl.:YA~Jb..__~..?301 (Street und Number)(Post Office)(County)(State) Th e securi ties are re 9istered 0 s fo II 0 ws:. GE._O_Rc_G._EN._E_cc M_O.._RT_O.N _._________.. (Nome or names in which certificates are registered) P.O',BOX 926 ~~MELLON NATIONAL BANK AND TRUST COMPANY PITTSBURGH,PENNSYLVANIA 15230 EX ECUTO R )··.....·--.......·-·-(N-~~;~),IET,ioN .....NATTONAL··BANK""A"N-OTRUST .....-(Addres~()}1PANY"''''EiE-Euicm---ES'iAiii"OF NAME OF APPLlCANTGKORG~N~.H.__t1QKCQN.'-._!2EC.Q~->_AI.KLA.GJ~QR9 EN E ....HOLHES MORTON AIKIA GEORGENE Y.MORTON P.O.BOX 926 COUNTY FILE NUMBER .._§~.:7J·:-:1.3..._.._..ADDRESS OF APPLlCANT........'lT1SB GR.__..NS.YJ",'lANIb..D2JD BUREAU FILE NUMBER.__~.!11~_SIGNATURE OF APPLICAN NOTICE;IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS AP llCATION,IT WILL NOT BE J.R.CJark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES~....--..........---.---.--.------.-.....-....--.-..-DATEJang~..r.YJ~5J1 ..J 971 /"I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid I- Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which ../ the property of said Decedent is mode subject pursuant fo the provisions of the Act of Jone 20,1919,P.L 521, as amended and the Act of June 15,1961,P.L 373,as amended.This is also i~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 th.e above-nomed Decedent. Sign (Signature) Register of Wills 'Washington (Title)./.(County) ,,':C·/2 (--Hale'I APpLICATION FOR AND ~~NSENT f.OMMON~WEAL TH OF PENNSYLVANIA I TO TRANSFER SECURITIESDEPARTMENTOFREVENUE BUREAU OF COUNTY COLLECTIONS REGISTERED IN THE NAME l OF A RESIDENT DECEDENT __, .__.._....__.__~__..--_.._..__..-"."__..__.._.__..____~_____ _.._--_ _--___.1 .. APPLICATION (MUST BE FILED IN TRIPLICAIE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicat\on'-'i.~het\eby\made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National ~anking 'Association located in Pennsylvania: ..'3.90%CUMULATIVE (0)._12_SHA~__-(b)_.METJiOJ~QLl1'Ali __EDlS.QR.._COMPANY ..~._....__....._._(c)..J)!..I!:£§gg:I':!~.~'!'Q__~.I6.._ (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 nome of th~issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.)\ ISSUED ON __J.!~7__~ZQ.__.__..._.,and having a TOTAL MARKET VAilUE OF $..._?~..~~~__......._... (Dote) as of the date of death of the decedent,_.GE~~G_,E_N!_H_._M_O.~TO_.N__.__. .__..,on O'~~!~~.ER _~~~._..~~?_c.)._ (Name of Decodent)(Dote of death) PENNSYLVANIA 15230WASHINGTONWASHINGTON248N.FRANKLIN STREET_._-___--_.--.-..--___..•_-.------_--_._----_.__----.-_.•__.._---_-_--__-..---__._._-------_---_.who was late (Street and Number)(Post Office)(County)(State) The securities are reqistered os follows:_..__....E Y MORTON........_::,~.:::.:.:::__:::.;..:::_.•0__.'__::.::..;::.::.•.••.__.,,__...•.__..___..__•.._._. (Nome or names in which certificates (Ire registered) P.O.BOX 926 ~~:nm)MELLON NATIONAL BANK AND TRUST COMPANY PITTSBURGH,PENNSYLVANIA 15230 EXECUTOR )-------··..·(-N..~~~)MFj::C6r~fNATT·ONAL--BANK-A~iD·TRlfsT--(·Add;~-;~)-C()l·lPANY;--EXEdFt(5'R-E~.h;A t J~0F NAME OF APPLlCANTGEORG.ENltB'--_.~9R1;Q~...Ln~g_QLL...ALK..-!A.Q~Q~GS'Nf~ HOLMES MORTON A/K/A GEORGENE Y.MORTON '.,' COUNTY FILE NUMBER_._~_~:~.~__:!~ADDRESS OF APPLICANTP....).B.Q.~.92t2.L gil;,PA-'--.JJ..~}Q_.__... BUREAU FILE NUMBER_....__.~m_~SIGNATURE OF APPLICANT NOTiCE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APP ICATrON,IT WILL NOT BE J.R.Clark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. _________.'_M~~_...··_----'..---..,.------~--,-_._----..,.---.,.-,...--~~...--.-----·-----·.......o.;----·--·~--·--_·_-··-~----·-·---~-·-r---.---.--,---..-..-~_.-.---------..-.-....~-'.-..----'.-_..---..-"-",..-_.. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES "..--.--.-.-----..--.-.-~.------,-_..-..-_.--.---.--.-----...--.~--..._.0ATE J~..P:~.~."£_I.,....?~,._...,~971 I hereby consent to the transfer of the above securifies now registered in the name',.of the aforesaid Decedent and waive rhe filing of (I ccntificate certifying to the payment of the transfer inheritance tox to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.52"1, (IS amended and the Act of June 15,1961,P.L.373,as 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. Wash:i.ngton ---.._._------~- (Signature) Register of Wills By (Title)(County) ,......-'" RC'C-7·.219-&.8) COMMONWEALTH OF PENNSYLVANIA "QEPARTMENT OF REVENUEBUREA~OF COUNTY COLLECTIONS .(' ~,-.... APPLICATlON FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT ._..•.•____.•__._._._•._•._.._.._.....•.•.._..__...........•..•..._.._...•__..L.......•.•._.......•___..•__•.._-:_•._•.._._•.,..••...•....._.........•......•••_~_..•_•._.•..•.._.._....•.....•___.._.•..•...•.•._._. DATE Januar:y.-1.h....!:.~7.!:.APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the traflsfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)__.._.§..~_~!l~Bl~~L.(b ).__.._GII1E QIJ~..g.Q.!1?'OR!.~!9B_____.___(c)__..~~£'ITA~~_~~.~~_~..__ (NOTE:In describing securities enter in (0),ab (J(e,either the number of shores of stock or the face amount of registered bonds,in (b),the nome of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) DECEMBER 30,1970. ,onGEORGENEH.}lORTON ISSUED ON __UL~{?2__.._ ,and having a TOTAL MARKET VAtUE OF $,_!.~J5._~~__..___._.._ . (Dote) as of the date of death of the decedent, (Name of Decedent)(Date of death) WASHINGTON PENNSYLVANIA 15301whowaslateof_.1~.§.Ji!...EJ..ANKLI~.~.:CE_~ET (Street and Number) WASHINGTON (Post Office)(County)(State) The securities are registered as follows:GEORGENE Y.MORTON--------'~--_._---_._.__._-._---._-_..__._~_._--_._._.__...- (Name or names in which certificates are registered) P.O.BOX 926 1l;QM»l~UJflQ MELLON NATIONAL BANK AND TRUST COl'lPANY,PITTSBURGH,PENNSYLVANIA 1.5230 EX ECUTOR )..-.-._-···-·(N6;~)-MEl.i()NNA1~ONAL-··BANK-AND TRusr--TAdd~·~~~·)C·OMPANY ;'--EX EClfTOR-·-Es·r·AT E NAME 0 F APPLIeANT ._Q.f._.GJ:;C2RG_l;lliE.:.B..•._MQR1.QN.....]J~_C..D ._•._ALKlA..... GEORG [;;N E HOLMES MORTON AIK IA GEORG EN E Y.MORTON COUNTY FILE NUMBER_?~."':'?_1..:-}.~_..__..ADDRESS OF APPLlCANL_P.frMW~_9.2t ......rGllq_.E..~~._.1~UQ_- ~~~I~~~F:;~~UU~~I~RTO-P~:;:RLYFI-L·CII~N:N~U:;R~~~~~~~I~NA~-;r~::;lL·lNO-T-B·E-J·:--·R-:···Eiark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE 1971 CONSENT TO TRANSFER SECURITIES"__. .._'M____DATE~a~~.~""!:I.._..__!__.._?~_,19? I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is mode 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,as 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. Washington.'-----•...~ (County)(Title) (Signature) Register of Wills the ecretary of ~~ By ._......_.._..__..~ _......... ~"COMMON~EAL TH OF PENNSYl VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ."":;~:)I:~,~,,~::,,;~~~~:,~~.",I':.'...-\'"~.../,;:.:~!'.".,''-: APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESID~NT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for consent to the transfer of the following securities of a Pennsylvania Corporation or a Notional Bonking Association located in Pennsylvania: (0)__-3 o~S~~~!~J b)__~~ITTS~_1!..~9.H NA:!,ION~~~.9~_~ORA TE~~,....(c)__..__..~.:-~~~~~)N._~~~:~_CK.__ (NOTE:In describing securities enter in (0),ob eNe,either the number of shores of stock or the face amount of registered bonds,in (b),the nome of the issuing company and in (c)the closs of stock or the stated interest rate and maturity dote of registered bonds.) ISSUED ON .__J.QLV..?g.,_,,__,__,__,ond having 0 TOTAL MARKET VAtUE OF $.,._J~_Qs..Q_:.?g._._ (DOla) os of the dote of deClth of the decedent GEORGENE H.MORTON on DEC!;;r.1HER 30,1970f.__•.._~_._...._._~,._~._•.~_.~._."~~._.__•__. (Nome of Docecient)(Dote of deolh) (SIreet end Number)(Post Office)(County)(State) The securities are registered as follows:GEORGENE MORTON (Nome or names in which certificates are registered) P.O.BOX 926 ~~MELLON NATIONAL BANK AND TRUST COMPANY PITTSBURGH,PENNSYLVANIA 15230 EXECUTOR r--------------(No~)MELLON NATIONAL -BANK AND TRUST·-(Address)COMPANY-EXECUTOiCE"STATE OF NAME OF APPLICANT "yEORJ!EN~J:!-,-_M.QRT.oN ,__!2!=_~.Q,-,-._A!.J~.LA GEO_RGEN E HOLMES MORTON A/K/A GEORGENE Y.MORTON.P.O.BOX 926 COUNTY FILE NUMBERi?~_~_?.1_=!~_ADDRESS OF APpLlCANT-_-.t\~~,ITSB1JRGlL __£.f,-~.N.S-XLYAliItL ......12230 ~~~I~~~FII;~~UU~~I~RTOP-RO;::2Y-F-IL~II~N:N~U:;R~~:~~L;~I~NA~ICAT~ON,IT-W·IL-L··NO-r-ii·E··-:J.···R-..C·l ark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES .---.....-----..---------.---...-.-..--------........---DA T6J:~n!J._@,_:r_y-25,J 971 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid Decedent and waive the filing of a certificate certifying to 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,as 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 obove-numed Decedent. Washington (County) By ....... (Si9,wlUI.'1!Register of Wills --•• l!oMMe~EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATlON FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDE-NT DECEDENT ----------------------_.------------_.__._--------------_._.__.._--_._--.-_.._...-.••._-- January 25,1971DATE;4PPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for consent to the transfer of the following securities of a Pennsylvania Corporation or a Notional Banking Associat ion located in Pennsylvania: I (aL..!~SHAR~_(b}J)UQlJJ~SNE ._LIGtlJ COMPANY (c)<;9MMON_~TQ~1L_._._._ (NOTE:In describing securities enter in (a),ab Ole,either the number of shores 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 stoted interest rate and maturity dote of registered bonds.) 5/15/57,3/15/55,8/25/53 ISSUED ON --.!...04U.9_!__!.t_~?l..?9 __,and having a TOTAL MARK ET VAtLUE OF $~16~T~_ (Date) as of the dote of death of the decedent GEORGENE H.MORTON on DgCEMBER 30.1970,---_._----_.,-------_.-~.._._,-_._.._---_..•--_.-,._--,------.,-.__._--_._,~.._.•._-,-- (Name of Decedent)(Date of death) who was late of_._~~.~.:.._X~NKL..!~~.·E~!?.:T ~ASHINGTON (Street and Number)(Post Office) WASHINGTON (County) PENNSYLVANIA 15301 (State) The securities are registered as follows:(MRS.)GEORGENE Y.HORTON (Name or names in which certificates are registered) P.O.BOX 926 .~~~MELLON NATIONAL BANK AND TRUST COMPANY PITTSBURGH,PENNSYLVANIA 15230 EXECUTOR )--------(N";me)HEIION NATIONAL BANK AND TRUST.(Address)COMPANY,EXECUTOR F.SrATE OF NAME OF APPLICANT GEORGENE H.MORTON.DECD.AIKIA GmRGf<::NEt4J.-_~HOLMES MORTON A/KIA GEORGEN-E~MOR'f()N-P.().BOX-'J'2"o·------, COUNTY FILE NUMBER..~~.:__.ADDRESS OF APPLJCANL__~~I1~TS:~U~G!i_-,.__!~~~~~~~~~2.:\_.__..__~_~~~~~) Same VBUREAUFILENUMBER._.SIGNATURE OF APPLICANT __......_ NOTICE:IF YOU FAil TO PROPERLY FILL IN ANY PORTION OF THIS APP -'CATION,IT WILL NOT BE.1·R.Clark CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES----.--,_---0.-----------DA TE ~~_~~a_~if:.25 ..1971 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid Decedent and waive the fi ling of a certificate certifying to 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,as amended.This is also in accordance with the provi:;ions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein d£'scribed property operates only in reference to the estate of the obove-Ilorlled Decedent. Signed for the Secretory of Revenue By__......_.. .._.........._.. _ (Signature) ----_._-------::---,---..----_._..._------ (Title)(County) :AI:r::::> I ~::: ...;;::" CJ... hs-7J-/33g-!;<9-S Docket No.1-le62 IN RE: PETITION FOR REFUND of Transfer Inheritance Tax. J AND NOW TO WIT february 24 A.D.19 75 'I certify that the following is the action of the Board of Finance and Revenue of the Common- wealth of Pennsylvania in this matter: IIAnd now to wit fobruory 19 A.D.19 7$, Refund is hereby granted in the amount of $a.404.2l).U BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M.SLOAN,State Treasurer and Chairman ROBERT P.KANE,Attorney General C.DeLORES TUCKER,Secretary of the Commonwealth ROBERT P.CASEY,Auditor General GEORGE J.MOWOD,Secretary/Of Revenue ~/:'L-C/~'""7~ ATT EST:•••••..••••.•••••.•.•.••••••••4-~. Secretary,Board of FineP'e and Revenue Copy mailed to: .-r·~non Oanl<~!.l\.t·~11on £-qUDt'OPtt4(jn~urah;Pcnn:)~152300111r~f'~o....~erTaxOff'eor fb on .,-::'J u:"""~~:..":>-r-,~, r(,')C)c::::::-')., .-'-(u =c..., f -..1 .... r- ~'1 c-:..) r--.J [-',)P (.•~, RCC-3 (4-73)to:,j~\f.P COM~ONWEALTH OF p~~~.S~ANIA rJEPA.1TMENT OF REVEiilUE BUREAU OF COUNTY COLlECTIONS; APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX {Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373~,as amended} j Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #-----(;6:t!i1ja..."M'I1il:,•..-;3131:',~-_ 2.Date of Death -I»ecH!,Il'!!'a«e!Dl"~.!lI,1"-'-<43011:1',,,".-:;l1~'.f,1l~'~OI'---------- 3.Da te,of Approva I -,--,-;----,-_--,..- _ 4.Name of Decede~t S.The Commonwealth's appraised value of the property for which an exemption is claimed is $---"~e'!Vf1!.l:!"~,_ (Note:Where th.e proPE1rt:y js ~th~r thana specified amount of cash,the exemption cannot be approved unti I the value of the property has'bee~es~abl.ished by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest repres~nts'a's,ta,t~d fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractiona.1 or·percentage a!11~unt.above).. .-.'I.'..,• \. 6.Check the manne~in w,hich,the transfer was effec,ted and submit a copy of the document authorizing the transfer,unless such material ~as beenpreviously filed.''"''.",'"c,' • WILL f;DEED 0;TRUST INDENTURE'OJ'OTHER OJ'I "' (I f other,explain}---,--'--__----'-_ .";, '7.Correct Busine~s Nari,eahd'Address of Charitable Orgcinizatio~receiving property;', "I'."'I" ',0.',.",f .\ NAME ----,OfAl·iH.GJIi'II,•.-------------,---------,---,--..:-~__:___i;-'-,-,.------ ADDR ESS__-,--~___:____;__:_------,-_,____,_..,__-___,_____,_-----,---,.-___.______;___;_-_:_:_--------o See listing'on r~v~rs~'sid~for 'additiona(charitabl'e orga~izationsc'ov~;~d:., '':;', . 8.I certify that t~ein,for~ati9,!fontain~d herein is,to the best of my knowledge and ~elief,true and correct.;,-~.,"rtJiId-.,~bt'll'A"".J_,,,',"Si~nature of Applicant 831 "'it .,~~~f'~t attiC$'.' This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided"or in which'letters were issued for a non-resident.decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copi,esto the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa..."'..-;-"-." 00 not write below this line -For Official Use Only APPROVED:For the Secretary of Revenue R EFERREDtci Bureau Headquarters Approved 0 For Secretary of Revenue ~~Denied*0 (Signature of Register of Wills)(Initials of Register of Wills)(Authori zed Signature) j1/4~A,et1U -n -., (County)(County)(Title) S-F~/17..r (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons .3 MUST BE FILED IN TRIPLICATE i-This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied: Date:-,-_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. , 3lt"Sou~om ~l~a acter ~Soe1Qt7·tor CrtP»ld Cb~ .0r4.MUlto.!nc.. .'\ S.k.1'C1 ot ~.U1O.#tonoottUG V..pif,CbUX'Cb 01 lfOrtlll~or:t-CC 6.watJhinston ott,Nloo1on.Io.c. .'.\.J4c--.r'....----~;Clt>.;U1 ';;}.'J O. ".' .."",~,...c:=:>("",I \----r.CO;::;•.:::>u.J W-..(~ R CC-3 (4-731 COMMONWEALTH OF PENNSYLVANIA i!lEPA~TMENTOF REVENUE BUREAU OFtOUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L..373,lis amended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #--l61.1;3.....1L·71f'".li:",...!'.,;I13:..::l.~-----------_ 2.Date of Death Dec=_er30.1970 3.Date of Approv,a I .,.---;--'---~_---,--_--,--_ 4.Name of Decedent Georgene It.Morton 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $---'-\,O'I~e;.lr",------- (Note:Where the property iS'other than a specified amount of cash,the exemption cannot be approved until the value of the property has 'been established by appraisal by the.Commonwealth,except in those cases where the amount of the gift or bequest represents'a stated fractional or 'percentage portion of the enti reestate or the entire residue.In those cases enter such fractional or 'percentag.e amount above). 6.Check the manner in which the tr.ansfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previousIYf~led..'..,1"\'.. ," WILL f;DEED 0;TRUSTINDENTlJRE 0;SURVIVORSHIP 0;'OTHER 0; (I f other,explain}_____:-------~_____:---,------_____:___,.;~-_---,,____~~--'--,-------- ",' 7.Correct Busines~,N~~e a~.d 'Ad'dres~of Charitable Organization receiving propert'y:. NAME -----E()lV'y~A'~rlfL-----'---~-------'--~~--------,---,------~,-------- ,. ADD RESS__-'----'------'---'-----'-_----'-..--"-.,-------'-_-----'---'----'---'-,-------'---'-_ o See listing on reverse side for additional charitable organizationsco~ered. 8.I certify that the information contained herein is,to the b~st of my knowledge and belief,true and correct. )" ..MeUon ~tJ(}t=Signature of Applicant By:~~~ Official Title -=Exi=ee""'u=t::..::o=r '_'_.--'----'-}Dote__'_J'_"..:..,1t{-,-I-,h~·15i~f-v:j-J.';7~~=--_._ ~' This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident.decedent's estate.If the decedent was ,a non-resident of,Pennsylvania and letters were not issued by ~Pennsylvania Register of,Wi lis,deliver all three clJpies to the ~irector,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line-For Official Use Only APPROVED:For the Secretary of Revenue REFERREDto BureauHeadquart~rs (Signature of Register of Wills) UJ 4 sh 1~17drv (Date of Approval) (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE ,Approved 0 For Secretary of Revenue Denieq;0 f (Authorized Si gnature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied,.;,- Date:__----'_--,--_ The application for exemption'contained on the face of this ·form has been denied because ~~ !.'.;- Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate TQX Acts. 1.'!'he Gi4eOtl#tnternatiorieiW~~1t County ~dlf; .W.htns~n~Pa,. a.~~lvan1~Ali~()e:te.tion for theBl:tnd; 3.SouthweeteX'n .~nns11vania !aster.S~S()C1ety_.~~t 'Crl.;pple4Cb11dren .j "~A<1\iltsj tn¢...'"'\,\'"'.:. 4.I.M.t.1.' ",,")t""~,')• 5.~l'd ot Home'Mte,sionsof the V.P.~u.'t'ch ot Norih ,Anl"ri,ca .6•.W'ublugtonC1ty Motlai-on,'Inc. RCC-3 (1-69), COMMONWEALTH OF PENNSYLVANIA ,DEPAR'TMENT OF REVENUE EWREAU OF COUNTY COLLECTIONS,, APPLICATION FpR CHARITABLE EXEMPTION., FROM PENNSyL:VANIA TRANSFER INHERITANCE TAX-,. {Act of May 28,1956,PoLo 1757,and Act of June 15,1961, PoL.373,as amended} 4.Name of Decedent Application is hereby filed for the approval of an exemption from Pennsylvania Transf~r Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #__---e,"-C'=---_'7=-..;1"'-'...---.:1::..;3=--'_~--_-----_ 2.Date of Death __---'DeIioi!·"I;I.~c<Slel.ll<m~··.··....be!ll;i·..r-""'30lo4_.--JIL97-1uOIL.·_ 3.Date of ApprovaI __-=M=-a""""-r--=c:.=h=----6=t.::.:h'-"'.---=1=-:9~7~2 _ Oeoi'pntH.Morton 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $See other aide (Note:Where the property is other than a specified amount of cash,the e)(empti~n cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL Il;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (I f other,explain}----,-..,.-_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME ----=-Se.=.-e=-..;:cot-""b=o'-'Ct-:s=l=4-=.e.:....-_ ADDRESS _ 8.I certify that the information contained herein is,to the best of my knowledge andbelief,true and correct. Signature of Applicant ..:u~L__---:~~.j!J.~~~>J~~~~U~~~~~~---------- Address of Applicant S.Main Street and·Cherry A"COUt9.wash.ington,Pa. OfficiaI Title __-----'EIIIiUJ*'...·"",C""U!l!lto_,---.:,-'--_Date Ma r ch 6 th.19 72 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued bya Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. Do 'not write below this line·For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) Washington (County) March 6th.J972 (Date of Approval) Office copy Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authori zed Si gk1ature) (Title) (Date of Action) *See reverse side for reasons .._4_-"- This section will be compl eted by Bureau Headquarters only when the application for exemption has been den!~~..,- ..,\~ ·Date:_'-'--_ The application for exemption contained on the face of this form has been denied because _ ~I '~'i ' I •.! Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pen~sylvaniaInheritance and Estate Tax Acts. Helen:E.Hohne&.GIJ>c::le of the n~&t PrEisbytedan C1u)rth 9$Clt'y,viUe Fb·e.t J>resbytEutUoll Cbu,ch of Cl~Y8'VUle Mlt'.l$ionary Soclety OJ tM Ingram PteabytetlanCbut<;h Salvatio#Arm.y $5,000.00 15.000.00 500.00 500.00 .,.."I \;.,,I,:,~ ..t •','. ~\t <.I...','..',\•".,..".,',," ~" ,... ",'..J,., ~Recorder of Deeds Washington,Pa.,..:.(Z?:.r..191..?::::: PRESENT RECEIPT WHEN LIF~ING L~STRU~ENT -----State Realty Tax $.. j \<-2 Registration Fee $ . Satisfaction $ . Total $..2.~.. 13548 RECORDER'S OFFICE RECEIVED o:....Pr.52ll~._...~..i ..~.~I? ::;;;:~~;t~-;~:~:-.;::::-;~:,~;:;:;~-:"'re=doo Fees $&.-::.eY?.~~L!~II S T $.50 'n.~.....-r(J.,.t/..,/...tate ax.. . . . . . ......,.,.~~~ 1.00 I Certificate and Seal $....................~ j N2 I__ I I I I I J Ii I I I I I I I J I I J ) I J ) ) I I j I Ii I I J ) Ij ) I I J l OFFICE OF THE REGISTER OF WILLS AND CLERK OF THE ORPHAN'S COURT WASHINGTON COUNTY WASHINGTON,PENNSYLVANIA 15301 VJ:;t 17 71 a ACCT 290.00 5 TOTL 290.00~Z~13:11MAR.07'92§CHECK 290.00 UNE 04 No.26063 1 1 1 2 9 129 6 6 3 3 .',-" '.I ~~ AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON ""'------._----- Personally before me,the unders igned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUSTCOMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of GEORGENE H.MORTON,A/K/A GEORGENE HOLMES MORTON and GEORGENE Y.MORTON,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of GEORGENE H.MORTON,A/K/A GEORGENE HOLMES MORTON,and GEORGENE Y.MORTON,deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each ,item of real and personal estate in the following schedules are determined and stated by the under signed to be the fair value of said items as of the date of the decedentl s death, based upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this 18tb day of .....J'a,....tl""u...a""'t....ViL--.,1972 leI Cololoa P.l'Iueditb Notary Public .Arlie W.Ott TRUST OFFICER of MELLON NATIONA+.. BANK AND TRUST COMPANY EXECUTOR ESTATE of GEORGENE H. MORTON,A/K/AGEORGENE HOLMES MORTON and GEORGENE Y.MORTON, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of GEORGENE H.MOR TON,A/K/A GEORGENE HOLMES MOR TON and GEORGENE Y.MaR TON,Deceased,late of 248 North Franklin Street,Washington County,Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Cash Mellon National Bank and Trust Company Washington Office Checking Account No.475-7473 Balance 12/30/70 $177.75 17,161.14 ('7'7.15 /1/j {,(.('-! Savings Account No.61-1043 Balance 12/30/70 .17,469.87 .,., Mellon National Bank and Trust Company (Washington Office) 5%Income Certificates $4,000.00 $4,000.00 $1,000.00 $7,000.00 $4,000.00 Dated May 6,1969 Due May 6,1979 Dated May 12,1969 Due May 12,1979 Dated October 15,1969 Due October i 5,1979 Dated November 6,1969 Due November 6,1979 Dated November 18,1969 Due November 18,1979 @100.00 @100.00 @100.00 @100.00 @100.00 $4,000.00 Jjad£},0 0 4,000.00 /...f otJtJ.00 1,000.00 IOIJ(J.(;II .7,000.00 "7 a/}{).6 D r 4,000.00 J-t 000,0 D Brookline Savings and Trust Company Savings Account No.793 Balance 12/30/70 First Federal Savings and Loan Association of Washington Savings Account No.S-3752 Pittsburgh National Bank Savings Account No.83-205202 Mellon National Bank and Trust Company Trustee under Deed of Trust Dated December 22,1970 Deposit of initial asset of trust which was never activated Commonwealth of Pennsylvania Treasury Department Retired Teachers benefit checks 6,352.30 635:2,30 16,134.53 Ib,J3V.53 I 12,933.99 )21339,/ 30,000.00 ?;;0J 600 ,(J() 244.68 1 Vi t r Treasurer of the United States Reimbur sement of 1970 Income Tax overpayment Social Security lump sum death benefit $290.73 255.00 ,545.73 Washington County Schools Retirement Benefits Pittway Corporation Proceeds sale of fractional interest in a share of Common Stock resulting from 3%stock dividend payable 12/29/70 $ Dividend payable 12/15/70 3.21 0.60 \3.81 163.65 - 2 - o' R.A.Walker Balance held by Ag.ent for property situate 150 and 162 Ingram Avenue Standard Gas and Electric Company Final distribution at a rate of 27.6 per share for five shares Blue Cross of Western Pennsylvania Refund of unearned premium Pittsburgh National Bank Surrehder of Safety Deposit Box and return of lost key Guideposts As sociates,Incorporated Refund on unexpired portion of subscription .The Readers Digest Association Refund of subscription price and payment ... $522.68 f 1.38 I 30.60 4.20 1.00 _6.60 !I 3 9"'. ~.~O. Employers Commercial Union Insurance Company Refund of unearned premium 41.00 t-/,J,()() $100.00 The Greater Canonsburg Industrial Development Corporation (Pennsylvania) 2%Subordinated Debenture Series A Dated February 1,1960 Due February 1,1985 Accrued interest from 8/1/70 to @ 5 O.00 12/30/70 .50.00 0.83 $5,000.00 Western Pennsylvania National Bank (Houston Office) 5%WPNB Savings Income Bond Dated May 17,1966 Due May 17,1971 @100.00 The United States of America Savings Bonds,Series E 5,000.00 .5660.00 \ "uaM a $ $ $ 25.00 50.00 25.00 Dated March 1,1950 Due March 1,1980 Dated March 1,1950 Due March 1,1980 Dated May 1,1950 Due May 1,1980 - 3 - 37.92 75.84 37.92 75,9''! 3792.- .<.'~...i .scw,. The United States of America Savings Bonds,Series E $25.00 Dated June 1,1950 Due June 1,1980 $38.16 :3 'S,/f:> $25.00 Dated August 1,1950 Due August 1,1980 .37.23 37;);3 $25.00 Dated October 1,1950 Due October 1,1980 37.23 77~3 $25.00 Dated December 1,1950 Due December 1,1980 37.50 37,:J-O $25.00 Dated February 1,1951 Due February 1,1971 36.47 '3 ~,(J] $25.00 Dated April 1,1951 3{Y-7DueApril1,1971 36.47 $25.00 Dated June 1,1951 Due June 1,1971 36.72 3t,,7 L $25.00 Dated August 1,1951 Due August 1,1971 35~83 35:!J $25.00 Dated October 1,1951 Due October 1,1971 35.83 3S/tJ $25.00 Dated November 1,1951 Due November 1,1971 35.83 35/83 $25.00 Dated January 1,1952 Due January 1,1972 35.20 35.;16 $25.00 Dated March 1,1952 Due March 1,1972 35.20 3 S,d--6 $25.00 Dated May 1,1952 Due January 1,1972 35.06 3,-5:0 t. $25.00 Dated July 1,1952 ~S-:JYDueMarch1,1972 35.14 $25.00 Dated September 1,1952 35)'/Due May 1,1972 35.14 $25.00 Dated November 1,1952 Due July 1,1972 34.43 gif,l(] $25.00 Dated December 1,1952 Due August 1,1972 34.51 3 Lf.5/ - 4 - ,.~....;- The United States of America Savings Bonds,Series E $25.00 Dated February 1,1953 Due October 1,1972 $34.51 '3 i -~I $25.00 Dated April 1,1953 J1/:t:zDueDecember1,1972 34.62 $25.00 Dated June 1,1953 :3 3,1/Due February 1,1972 33.91 $25.00 Dated August 1,1953 Due April 1,1973 33.91 3 ~.q; $25.00 Dated October 1,1953 Due June 1,1973 34.00 3'--f,frD $25.00 Dated December 1,1953 Due August 1,1973 33.33 J~,33 $25.00 Dated February 1,1954 Due October 1,1973 33.33 J3.33 $25.00 Dated April 1,1954 Due December 1,1973 33.42 33,t.;'1- $25.00 Dated May 1,1954 P.ttDueJanuary1,1974 32.68 $25.00 Dated July 1,1954 3~./~{Due March 1,1974 32.75 $25.00 Dated September 1,1954 ~::<.75'--Due May 1,1974 32.75 $25.00 Dated November 1,1954 Due July 1,1974 32.12 J J"Ji-- $25.00 Dated December 1,1954 Due Augus t 1,1974 32.19 3d.lt $25.00 Dated March 1,1955 3J-1/9DueNovember1,1974 32.19 $25.00 Dated May 1,1955 Due January 1,1975 31.58 3/.j-y $25.00 Dated July 1,1955 3/,lGDueMarch1,1975 31.66 $25.00 Dated August 1,1955 3/.(lDueApril1,1975 31.66 - 5 - ,- $ $ $ $ $ $ $ $ $ $ $ $ 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 ,.. ,The United States of America Savings Bonds,Series E Dated October I,1955 Due June I,1975 Dated December I,1955 Due August 1,1975 Dated February I,1956 Due October I,1975 Dated March I,1956 Due November I,1975 Dated May I,1956 Due January 1,1976 Dated August 1,1956 Due April I,1976 Dated October 1,1956 Due June 1,1976 Dated November 1,1956 Due July 1,1976 Dated January L 1957 Due September I,1976 Dated March 1,1957 Due February I,1976 Dated May 1,1957 Due April I,1976 Dated July 1,1957 Due June I,1976 The United States of America Savings Bonds,Series H $31.74 31.13 31.13 31.13 31.03 31.10 31.14 30.47 30.64, 31.07 31.07 31.24 31.71 "3j,/3 3 ),/] 3/·/3 3 J,03 3 I,10 3 J.J L( 3 (j,j,lf 31 ()7 3 J,~£f $5,000.00 $1,000.00 $5,000.00 Dated November I,1953 Due July I,1973 Dated April I,1958 Due April 1,1978 Dated June I,i 959 Due June 1,1979 5,000.00 -.!J-Doo,00 I,000.00 /066.c>0 5,000.00 SD6d,0 0 $1,000.00 The United States of America 2 1/2%Treasury Bond of 1967 -72 Dated November 15,1945 Due December 15,1972 @ 94.50 Accrued interest from 12/15/70 to 12/30/70 - 6 - 945.00 1.03 ,. - 7 - ,... 20 Shares 239.834 Shares Union Carbide Corporation (New York) Common Stock ($1.00) Wellington Fund,Incorporated (Delaware) Common Capital Stock ($1.00) Jewelry Coins and Paper Money Hous eho1d Goods --.. @ 34.8125 @ 12.35 ,- $696.25 09(P,;J,'::> ""<"' 2,961.95 :<c;tf.:(C) 150.00 lS-tJ ~ 237.59 :2.37,51 2,752.46 '2 752 14£J Insurance Company of North America Refund of unearned premium on Homeowners Policy No.HC577733 Commercial Union Insurance Company Refund of unearned premium on Policy No.131LM476249 Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA PARCEL I 16.00 4.00 $169,809.61 /~,60 4-.0 0 £3££Z&J ALL that certain lot or parcel of ground being the Southern thirty-four (34)feet of LOT NUMBER FIVE (#5),"Harry Shirls Addition to Washington,Pennsylvania", as shown in Plan Book No.1,page 93.Recorder1s Office of Washington County,Pennsylvania. Subj ect to the following covenant which is to run with the land,viz:"that the parties of the second part will not drill or permit to be drilled on the premises herein mentioned and described,any well or wells for the development of petroleum oil or natural gas." HAVING erected thereon a two story brick house and garage. BEING the same premises conveyed to A.Grant Morton and Geor gene Y.Morton,his wife,by deed of Emma A.Olds,unmarried dated August 10,1931,of record in the Recorder I s Office of Washington County, Pennsylvania in Deed Book 580,Page 93.The said A. Grant Morton died November 22,1968 whereupon title to the entire premises vested in his widow,the said Geor gene Y.Morton.$13,000.00 ':"8 - PARCEL II ALL that certain lot of ground situate on Main or Lawrence Street in the Borough of Claysville,Washington County,Pennsylvania being one-half of Lot No.22in the General Plan of said Borough. Having erected thereon a five room frame dwelling. BEING the same premises devised to Georgene Holmes Morton by her mother,Mary Elizabeth Holmes,a/k/a Mary E.Holmes,who died testate December 23,1951,and whose will is of record in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 78,Page 59,the certification of said real estate to the Recorder of Deeds is of record in Deed Book 852 Page 415 (wherein the recital of title for the premises at No.128 Main Street was erroneouly given as Deed Book Volume 143,Page 454, whereas the same should correctly have been set forth as Deed Book Volume 443,Page 668).$10,400.00 JOJ}00,00 PARCEL III ALL thos e certain lots or pieces of ground situate in the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania being lots Nos.124 and 125 in a certain plan of lots called "West Ingram" of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania in Plan Book Volume 17,page s 4 and 5. HAVING erected ther eon a two -story frame dwelling house known as 150 Ingram Avenue. BEING Block 69 -C,Lot 20. BEING the same premises conveyed at No.1 in deed of Albert G.Morton to himself and his wife, Georgene H.Morton,dated December 29,1953 of record in the Recorder's Office of Allegheny County, Pennsylvania,in Deed Book Volume 3465,Page 297. As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 107,Page 70,the said Albert G.Morton died November 22,1968.$12,500.00 J '2 })DO,60 PARCEL IV ALL thos e certain lots or pieces of ground situate in the Borough of Ingram,County of Allegheny and Commonwealth of Pennsylvania,being Lots Nos.10 and 11 in a certain plan of lots known as IfWest Ingram" of record in the office of the Recorder of Deeds of Allegheny County,Pennsylvania,in Plan Book Vol.17, pages 4 and 5. - 9 - .. HAVING erected ther eon a two -story frame dwelling house and one -car steel garage,known as 162 Ingram Avenue. BEING Block 69 -C,Lot 36. BEING the same premises conveyed at No.II in deed of Albert G.Morton to himself and his wife, Geargene H.Morton,dated December 29,1953 of record in the Recorder's Office of Allegheny County, Pennsylvania,in Deed Book Volume 3465,Page 297.As shown in the Register of Wills Office of Washington County,Pennsylvania,in Will Book 107, Page 70,the said Albert G.Morton died Nov,ember 22,1968.$9,000.00 q I 000,()rJ Total Real Estate Appraisement RECAPITULATION $44,900.00 Total Personal Property Appraisement Total Real Es tate Apprais ement Total Appraisement MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None -10 - $169,809.61 44,900.00 A)fe~~ $214,709.61 1 INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF GEORGENE H.MOR TON, A/K!A GEORGENE HOLMES MORTON, and GEORGENE Y.MORTON, Deceased Filed JAN 1 7 'Cfn ,1972 Attorney:Jonathan Allison,Esquire //" Address:Schmidt &Allison Washington Trust Building Washington,Pennsylvania 15301 '.~, .f"'tHHtO WILL 0000 /.", I I,GllORGi~Nli n.WuRTON,also known as GBORGllNll HOUmS t (.,MORTON or GllORGRNH Y.~roRTON,of the City of Washington,Wasbington /...County,Pennsylvania,do make this my Will,hereby rovoking any and all Wills at any timo heretofore made by ~e. ':": FlilliTa CA)I direct that I be buried in my fathor's lot,tho GliOllGli Y.HOlJ-illS plot in CLAY5VILLli CIDiETERY,and thAt. the expenses of my last illness and funeral bo paid from Jny es- tate as soon as may bo convonient after ~y death.J have alroady purchased a markor for my ~rave,similar to that for my deceased husband,A.GRANT MOUTON,from the KURTZ HONUH13NT COMPANY,Wash- ington,I'ennsylvania;tho roceipt is in lily lock box. (R)I givo tho surn of TWO 'fHOUSAND ($2,000)D01.LARS to tho CLAYSVILLE CHf.1J3TBRY ASSOCIATION for tho porpetual earo of said plot,including the decoration of tho graves therein on each Momorial Day. '"eC)I give thu sum of FIVE HU1UJRED ($500)DOLLARS to' tho BEALLSVILLE Cill4CTURY ASSOCIATION for the perpotual care of the .''-, ." JOHN MORTON plot in its cemetery. e', -..;. '-.il ~'i'~I • :.~~•''r t";':~~'".• 1:J :' SECOND s nxcept as I Jnay have provided in a rIle1l\Orall··.,..,". dum s~&ned by me and attached to my copy of this Wlll,,t.;glve to "".':::> Illy sister.rlARGAIWT Ii()UiDS BURNS,and my friend,UJiLDNBLIZAl\llTU ,.,:,.l,; ":.'~',J \~.t,' PLANTS KELSO.1f they survive me,so much of my bou8ehol.~·effects,,".:..:}, and pefsollal.·effects aa they may each s.lectI any of my:tangible :,;,,'::>~: ,..,...."·.·1'\' porsonal property not 80 distributed ahall be sold and the.proceeds ,,''"/p t ,.''..,1-;..;..... /..,', ,. '.., """ l'....' .','....;' "~(" .',j i·! ,i !"'.I .,;j.. ", "~,~ ~o-:-._ ,,", ..'. l'llUWa 1 give to my sister,MAll.GAJWT IlOLJ·1BS DURNS. if she survives me.my real ostate at 128 Hatn St·Teet.Claysville.J :').'. Pennsylvania,lthich was dovisod to me by my mothor,MARY BLIZABBTU uo~mSD and any policios of insurance thoroon • .' FOURTH a I,give the following sums as indicated: (A)PIPTEBN THOUSAND ($15,000)DOLLARS to my sister, MARGARET HOLMES BURNS,if 11"1ing; (D)PIPTnliN THOUSAND ($15,000)DOLLARS to HELBN ELI ZAnETti PLANTS KBLSO and J»ms L.KELSO,as tenants by tho entiroties,or to whichever of them survives mo~ (e)FIP'rnSN HUNDRED ($1,500)DOLLARS to my friend, CAROLIN£t-mYIlRS.of 795 Allison Avonue,liash- In&ton,l'onnsylvania,if she survives me,ill approciation of ho'r many kindnesses to me; (D)PlfTBliN tfUNDRfiD ($1,500)DOLLARS to my cousin, JlliU1ll DoPl~~Cli,of Claysville,Ponnsylvania, if sho survivos ~O,in appreciation of her many kindnesses to uo; (li)ONE THOUSAND ($1,000)UOLLAAS to my friend, RElUlCCA \1HHA'fLEY,of 126 Hall Avonue,Wash- ington,Ponnsylvania,if she surviveslil,~.•in appreciation of her kindness to mo; (F)ONli 1'HOUSAND ($1,000)DOLUn8 to my frlGndil •.j MRS.R.n.DOZER,of Allison Avonue,l'Ias:h- ,I 'I ,"., "\'"" ".:~, ," (G) ington,Pennsylvania,if she survives lnO,in appreciation of her kindness to me; FIVB THOUSAND ($5,000)DOLLARS to the Hl1LliN B.HOumS MISSIONARY CIRCLB of the CLAYSVILLB ,':', ~I". ", ." ....',.,~:'.'tl1·:.:...·..····l •,. .',~I .'..• ''j . \k.';1·,t:;."':'.~"......:,:~,.:..->,t·':t,'~.~t1"';r '..~~fl!.•_I,'.',•~~~·f~:t.',:-",>;'""..,;.~.';:,;t~.ro.','.i.,l •~....~.,,:~,',••~"'~:,.'.',:',.•'I ";';:f,'"-':1,..""/,t....1 l,r I ~;,':..~',~"..;'t.·,:","".i:·''"r.~:.•'~..'~;;,-.~.,..,J',,....J.,:,;..::,"."~.• .,,",,:,(,.}i,'..'t:..t •...~..1':;"',.,'~~-~."",,1 ."'•••2-t·,i I A''...••~~:.'1"• '..', .; :J:~~~~1~'l',,/.~:r:\¥&t;'~:~\J~~"~,N:f~~{,:;,":J;p,;:;""",::,\:,;..'",\';'~,'''~\''·f~~':l~~'<;'~:~:('':.''}:~:.}l~r ,~Zj;~~,\\~!;;;1!Vt~:4f,1;'~j:),:~~~·~i~;~~t~:s:"Jf ~...:~',.(..,'"..,.'-.'~".',.,,'.' .,'.,~!,,","...~.,~_,;""..:""-'".~'-'"",~'·1)·....'Jl", PRESBYTBRIAN CHURCH.the income therefrom to , to ~l'memory of my deceasod paronts.GDORGU Y.HOums and ~IARY ELIZADllTH UOL},ms.my de-' ceased sister,MARY GJ\MBLB HOumS,my decoased husband,A.GRANT MORTON,and ~O,GEORGENB Y' MORTON, (1)FIVn HUNDRED ($500)DOLLARS to the HISSIONARY SOCIETY of the INGlW,1 PllllSBYTE1UAN CHURCH, Ingram,Pennsylvania,in memory of my husband's, deceasod parents."tn.and }tRS.SAMUEL NORTON; (J)FIVE HUNDRllV ($500)DOLLARS to tho SALVAtION ARMY for use in the Washington,Ponnsylvania aroa in memory of my husband's do~eased wclo. , "'j ,.1 ,,-;" I "";, .",:. ,.,;,,'I 1.:"'"- I :.'' "";,"1-.1 CLAYSVILLll PIUlSBYT1UUAN CHUR<.:U as a memorial •I ~ be uJodannua11y by tho l-iissionary Circle for .1'" its goneral purposesl FIPTBEN THOUSAND ($15,000)DOLLARS to tbe(II) ,"'. ""', .', "~.' '''''~',", ~" "; ~-i,,',• .. >'. CHARLHS L.t·l0RTON. FIFTH:All the rosidue of ray estato I give to MULLON . NA'I'IONAL BANK AND TRUS'l'CO~U'ANY to hold IU TRUST in the manner set.. forth bolow. .,, ,,;~'"" "'-,j,.',..", I", "1'.,::'I ',',':;.,~" ,.,',,;1 ",.',,, ,,".s-~'~.'.~,' Th..Trust••911411 invost and reinvest t~}ds TrustCA) .,.' ,>' Hltato and shall dlstl'ibute the net income (hel'oinaftor~a11ed,' "ln~omG")and princ:ipal as follows I (1)So long as eitber of them is liVing,the. '.'"'"~",," TrUste.shall pay from Income and,If the Inc:ome io insufficient,",'",:",. from principal an amount equal to five (SO)pel'cent C)f:'tho Jlet.":',.::,::':.::,~ "~~.:',I •r,,",,-',"'.;j fair markot value of tho principal a8 of the b~linnlnl qf each.':.i'"-'• 'I year,in quasoter-annual or othor convenient install.outs:.toOl'.::".c.> ,~...'.".".,"\;;.~~;.'\,:j" ,"""I',t'":',:"I '/ •'{~!'"r.I,"l'• ':: ',"' I... ..\~. .~,,\'~~ '" ,.,,,~.i "I' .... >. ";<,',,":~" ';\..;' ,' "/'.-."\~" following I survives me,the thon principal and any aecrued or undistributed Income shall bo transferrod and dolivered in equal ahares to tho exceaD Income ,ball b.added 'Coprincipal and be invested as s'-c.h.'\, (2)Upon tho death of the survivor of my said ,lster and my said frienel o or upon my death lfnelthel"of thom .~~••WA"i "'<':"~~t\~~~tlf~ J'.'..>"." •f" N:',f.·'','.,,'~.~··l "-'~l v·'~',.j'l'~,~.~:,..",~'~:±~1~'.;;,~.1"•.'t .1_i,' ./4~,.i.,.'," '"'".,~io1~~~::i j.It..._:.'",'•••,•,...,.<I ,.".':"".',•••."~.>.t~{{,~'""',..'fo..the bonefitof Jay sistor.·MARGAlUIT UOLMllS'BURNS,anel my":frltn4o:' :i;t~:.,,:,-;:1".:..'-,'~,\..',,,".:. '~'':~r',"tmLBH ELIZAnUiH PLAN'l'S XBLSO 0 in equal shares;and aftel-the dea'h -,,:: ,t{,o:....,:-'(?11-.'"..'•."•~;; "'.',of one of tho.,her share .hal1b.paid to the BOARD OF BmW ~tls· '.'SIONS'of the UNITSl)PRllSBYtBiUAN CUURClI'011 NonTHANnRlCA.Any ., ",. (a)nlE GIDEONS.lUTn~~AtIONALt 2900 Lebanon! Road,Nashville,Tonnosseo;,..~ ~,l'(b) I',~. ''/:"1:I-':~'.~,.··;·:i WASHUiGtrON COUliTY lUlANCU o PBNNSYLVANIA ,'"t .' ASSOCIATION'POR Tun BLIND' ".'.,' ".. (e)I SOU1'HWESTBllN pnm~SYLV.NUA IlASTBR SlW. •~.t'..i •'ff,,V '.' ",'i- "•~1 . ". :,"'l' " SOCIETY FOR.CRIPPLIlD CHIlJJlU1N A1'iD ADUL1'So INC.5 (d)YOUNG .il.iBN'S CHRISTIAt~ASSOCIATION, Washington,Pennsylvania,in aemory of my dec.asod husband,A.Giw.lT MORTON; eel nOARD OP HO~ill ~IISSIONS ()f tbo UNITBD p{~SnYtrllRIA!~CHURCH OF liORTH AJ.WRlCA, (f)WASHINGTON CITY l-tISSION.n~c.,Wasb-' inston,Pennsylvania. (e)Tho Trustee horeunder shall haVG,tbefol1owina;< " po,*ora D In ad41 tion to anel,Dotln lil11 tatlon of those granted:' .,'. (D)Tbo InteTest of any benoflciary horeundoro including a remainderman.in IIDcomo or principalo shall'"not bo.,~ subject to assignment.all.nAtiono pledgo,attac.hment or,'claia& of creditora until after payment has actually been madO 'by the TrUstee as heroinbefore providod. ,I,• -.., -",'t ~:: I-. !'": ". .', ."...',~ ,~.. •I,. .,I.: ,"... ,'.....41.':' .,, .; ,,'r ..; ....,... <,:'. ••','..J '",' such proceeds to purchase asSets from my estat$&to retain. assets in klnd,lncludl~1 sharos of its own corporate stock, or to .ell tho same and to invest and roinvest the proceeds and any other ~nsh in any kind of property,real 01'perDonal. 01"part interest therein,without bei~fI restricted to InveDt.~, ments which are listed 89 l~gal fol'trust fundsJ to ple~aeo exchange or aor~gage real or personal property and to leaso the same for terms exce.di~g five (5)year8&to give options for sale'.loases and exchanges;to borrow moneYI to compTO- mise claims;to vote shares of corporate stock.in person or ' by proxy.in favor of 01"against managoment proposals,except that the Trustee shall vote shares of its own corporate stock only as dirocted by a compotent adult Income bonoficiary-of the trust in which laid shares are held;to carry secnrlti.ol"the name of Q nominee;tomako division 01"distribution herounder either in cash 01'in kind;and to allot different kinds of or interests in property to different sharea.Tho T1'Usstee &11011 not> ,. I.'•• .'.. :~If ,, ,\..:!I' ," ,.. ,litf~,,',.' "r....i-.., J'," " engQ80 in any act of solf-dealing,as d.fined in gectlon 4941(d): of the Internal Revenue Code.shall not retain any oxcess busi·. noso holdl~gs,as defined in section 4943(c),shall not.eke any investments in 9uch manner as to SUbject the Trust Estate to tox undor soctlon 4944 and shall not mako ony taxab Ie expen~itures ass ."." ,~.' ":j' to'-t ~ dofined in ooetlon 4945 Cd).The roforeneeD to apec:lfieoectloftD .f","'" ..:'~',\ '. ,~~-'.- .",." (~:4 .~l of 'tho Code shall includo any cOfl"eoponclina provlsionsof cub-'> oequont Pederal tox IOWD. \"' .'"(B),The t1'\UJt••shall be entitled to recei'V'e annual <."",'1.,".'1, compensation for its aervlcea hereundor in accordance with lta schedule in effect when the oervico9 are performed.but not in ;;" excess of such compensation as would bo approved by a court of eompetent jurisdiction. SIXTH.1 appoint MELLON NATIONAL BANK Mm TRUST COMPANY Executor of this lAy Will,giving to my !lx8cutor the aame powors au aro hereinb.fore given to my Truste.,including the right to distributo my securities 01'athol'property in kind. ., No bond shall be required of'any fiduciary hereunder .\ in any jurisdiction. SHVDNTHJ I diTOc:t that all estate,inheritance and other taxos in tho nature thereof,togethor with any intorest and penalties thereon,becoming payable because of my death with respect to the property constituting'.y gros8 estate for death tax.purposes,whether or not such property passes under this Will. .,.."~, i ' .~1 ", ,:-'f _,I'"'t ' ,~ "',; <, ,,.. ". I. shall bo pai~from the principal of my residuary eatate;an4 no porQon receiving or having a beneficial interest in any ouch "'property,whother undor this Will or olboNi98,shall at any .. tlJU .bo roquired to contribute to or refund any part theroof.'" Atany ti1l8 prior to tho vesting of Q future interest in ~p09.'",;r , ',. .,' ~,,.,.! ,,~,.,,,. 1 ,',\ ",.'.', .;.'...'. , "J ~',~.~!-I.,"•J J ,\Jl '·...6.',,",,"','!. .,;',- .;;.,: .:)..',: •'.0,soooion and enjoyment.my Bxecutor or the Trusteo to whom,my ,',..:,}: ~.,~,~",.~,"',••",.~f''>'~L rocidury ostate has been distributed Dhall havo 'the diGcl'etlon ","....>:','~'::">'.0 'eloct to prepay all or anypal't of the deatb taxes th~l'.ono',~<"-::;C",: ';..h". ._~,,."'.~:t ."'.r .( Y••~',t '~''''," '.. :~1 ~,t.l..;c'", "', :' .-,' 1j~"•.~(,..~" Morton ..I sl Georgene H. ,.',~tN WITNBSS lflllJRBOP D:t have .horeimto,'sei .y tum.,and',' ,.•'I thin ttl 7thd r:uyof October 0 1D 70:t. '"';" ..'., Signed,soaled,published and doclared byCnORGBNB U. MORTON 0 also known as GUORGmm UOLMIlS MORTON or GllOilGUNB Y..IORTON 0,' tho Tostatrix above named,as and for her Will in the presenco of 'uS'S,who.at hoI'roquest,in her prosence and in tho presence of each othor,havo horounto subscribed our names as witnosseD hereto. r .,•~~.~. •h..", ",.;.' '.','; Jane B.Miller •t', R.D.#6Address:-------........_------------ Washington,Pal 15301 I',J' '" __.....D_o~l_o~r_=e;,:;s_P....,_M~eellrieJec.:d:M.itlWhlA.o .,'-;' ",~_~li ~..;,, ? P.O.Box 354Addre,s:-------------------," Melroso '__4iWl,""",Ail.AliIiiCiolb;l,jQ~r_Q.liliin_)_ Washington,Pat 15301 Washington.Pa,15301 ~,"-' ,I " .t 13' :1 .. ",.1 •\-.'~r-'. ...... I( George F.Partridge,~r, ," ~f Cie,orgene, " and CorrecbCopy., ,\" ,' I, '",;I ,.',', .' I.,~'·