Loading...
HomeMy WebLinkAboutOC1971-0419 - ESTATE OF BEVERIDGE--.-,,--".,._------"-"-_._'---"----------------::---~----------------, Testate Form PETITION SU R A.UDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY i~+~<-~~-~.~~ 1,oJ Estate of .Da:5lid..Bev.er.idge.,. IDeceased No ~3:::7J..::yJ9 _ . FiduCiary Rr.ed.arick..J .McoCl.a.y.,. .#.~.p.J.~~.:r.~.'!i.Q~..g.!L..~-"-~.A~,.._.. Date of Date of Decedent's death -A.P.rJ.~?Q.,..J..9.~J Grant of Letters ~p~~;1..g.~J ..J:·9.7~. This is the Eir..st and...Einal acce·unt 1iledl in this estate If there have been former accounts filed in .this estate,list file nu,,,ber or number and term ).........•................... ........................................._~.<?.f.~~~.~~~.C?.~~~.~.~. Election to take Under or Against will.(cro~s out one) Date Election Place :of; Filed _Reco'd _. Name of surviving spouse-M~~Y-E.•...~.e.v.~.:r.~g..K~_ _ _ _ . List issue,where material: No issue Did"decedent marry after execution of will?(lndicc:te)»talS.Nc.A~\'ch Idren born after execUiion of 'Will?(indicate)__-...J \)<Jj#- •DJf'No.If answer yes,naTIe them ~'_ _.. ...._'••--~__Oo -__.................._____"~••_•••-_"._•••- _•• Leg:atees Relationship IIrtere'st Fiduciary,if deceased ::lr not su:i juris Mary E.Beveridge wife !Ent:.re estate (Mary E.Beveridge,widow of David Beveridge,::lied August 13,1971, intestate.Letters of administration u?on her estate were granted by the Register of Wills of Washington Cou~tYJ P~.to the Mellon National Bank and Trust Company on August 17,1971) List,if exceptions to above:Adeemecl:Revoked:~Abated:::;ive Cause: If partial intestacy,give fa:ts: No exceptions No partial int~st~cy Notice to interested p'a~rties.Have all parties,having either vested or cO'1tingent interests and :111 credlors entitled to notice (Court RuIQ~o.9 ~arograph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes EG. Jf any exception give cause:NQ exc.e.p.tions . File copy of Notice and date of mailin.9 J1aI'.cJ)...16.,...~9.7.2.~..Let.te.r...mai.le.d to ]{el1.cn Na-ti.cnal··Ba.-nk··aBd·.Trust Co.-Administrator of the Estate of'~~ary E.Beveridge,dec.eased ... ",.'~ ~.'..-;~.-.,.~.io Is estate sub{ect to the filing of a Federal Est9te Tax Return?ye.s.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..3P...f..Q.QQ.,;Q.Q . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ..........................................................................N.9 J..~f..~~~.~.~.1i.~. Give Names and addresses of alii unpaid ",editors who are legally entitled to notice,tog-ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. Washington County,Personal Property Tax Bureau 1972 Personal Property Tax $392.46 Adrni tted Claim of Fred J.McClay,the within petitioner,for his services as Attorney in Fact for Dr.David Beveridge,for the period from April 10,1969 to April 20,1971. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: 2-25-72 Columbia Gas System-dividend 3-8-72 Lone Star Gas Co.n 3-10-72 Texaco,Inc.It 3-20-72 Northern,Nat.Gas Co.It -See Attauhed Rider - Total additional debits (Add) Itemize any additional credits not shown by account: -See Attached Rider - Total additional credits (Subtract) Balance for distribution 56.88 1020.00 2862.40 260.00 $ _.._. $. $3.?§.'.79.5..!."J:5.. $. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); -).<~ 3000 shares Lone Star Gas Co.common 7156 It Texaco,Inc.common ·xk~xXXYexxxxK§tk9\ti\ck~§\§t~~ Cash 'l ~' -~. Appraised Value It It 76,687.50 276,847.75 34,423.53 $387,958.78 ---_.-_.,.".---~~ Balance for distribution per Account Additional Debits not shown by Account: 4,305.62 393,070.77 56.88'll- 1 ..020.00 2,~969.74~~ Columbia Gas System,Inc.- dividend Northern Natural Gas -divide~d 260.00~~...;....;.~--------.:;~:....;,..,::~....;;;.... Texaco,Inc.-dividend Lone Star Gas Co.-dividend 2-25-72 3-8-72 3-10-72 3-20-72 Additional Credits not show~by Account: 125 she Columbia Gas System,Inc.,com. Appraised Value 4,789.06 3-16-72 Sold for Loss of 4,175.42 613.64 400 she Northern Natural Gas Go.,com. Appraised Value 21,700.00 Balance for distribution 3-16-72 Sold for Loss of 17,201.65 5,111.99 $387,958.78 I I None -:.• If Family Exemption cloim:d by Petition,give place of Recorc:~~.._~...'::~::·.__.~::-:':. If Family Exemption is c1ai"l'led at audit,give name,relationship and basis for Claim:____. Petitioner asks that the Family Exemption of $1500.00 be awarded to Mellon National Bank and Trust Co.-Admi~istrator -Estate of Mary E. Beveridge /I~~~,..... 1J. Suggested distribution of boJlance shown,both as to principal and income,attaching signed a,ld itemized electio~s to take in kind if balance s not in cosh:residuary shares be ng stated in proportions: Petitioner reque5ts that he be reawarded the sum of $20,000.OJ for tax contingencies,bond premium,etc. The entire balanc~e to be awarded to 1.\1ellon :rational Bank and 'i'rust Company, Administrator,of the Estate of Mary E.Beveridge,deceased. ,- COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The Gbove named Fiduciar~'or representative thereof, being duly_..~:doth depose and say that the facts set forth in th:foregoing petition are true 10 Iheobest of..iL<.knowledge ond beHef. .....~-..__to and subscribed before ~e th;sj~:tL:daY~..':~19U.. S,gnalu,e af Ofr:!:;¥~,;. Title of Officer..T.u.~..~. Office expires _. And you·petitioner will ever pray,etc. .....~?~.~~.~.~..~ •••••_•••••'...............................................................••~'!'.. •No..6.3-~'Jl~419 . Estate of D.ayi.d..Ba.:v.eridga.,.. Deceased Fiduciary f.~.e.d.e.ri.c.k..J Mc.Clay:. Administrator C.T.A•......,_.~--..--_ _--_.._.----.---_. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag 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,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ......G......A.s.h.t.Qn..Br.ownl_ae_,........ Attorney o' ~2 'Vd "00 N01~NIHSVM Sll!M JtJ ?l31SI~3~ oNlHY~T13 SSOM 10 tt Hd "22 ~n~2L. ~031i.:J IN THE COURT OF COMMON ,PLEAS,OEPHANS'COURT DIVISION,OF WASHINGTON COUN~Y,PENNSYLVANIA ORDER OF COURT DIRECTING TEE OPEl\ING OF A SAFE DEPOSIT BOX And now,April 22,1971,it appearing to the Court that Dr,David Beveridge of 830 Allison Avenue,Washington,Pennsylvanil , died on April 20,1971 at the ~·ashington Hospi tal E~tended Care Facility,at the age of 91 year·s ;)that his wife,Mary E.Beveridge aged 88 years is a patient in the same institution End is both mentally and physically unable to take any part in the settlement of his estate;;that the said Dr.D3.vid Beveridge anc..his wife Mary E.Beveridge,are the joint owners of Safe Depcsit Box K-81 !i~the Washington Pennsylvania Office of the Pittsb~rgh National Bank under a contract dated December 10,1945;that is is necessary that someone should open said box for the purpose of seeing if it contains Dr.Beveridge's Last Will and Testament as well as his discharge papers fr0m the United States Army,Dr. David Beveridge being a veteran of the First World W9.r,,IT IS N OW'ORDERED AIID DECP~ED that in t~e presence of an Jfficer of said bank .and in the presence 0:'"Dr.Fred J ..McClay,a long time friend of the Beveridge family and his attorney,G..Ashton Brownlee,that said Safe Deposit Box be opened and said Last Will ., ..'"C'••-.J--.-" mU!i4iugtnu OJnuutY1 !i!i: I,~.~.~.~.~.~.~~~::.~~~_R.eyister fcr the Probate of Wills and granting Letters of Ad;ninistration,i-:-t and for the C(Junty of Washington and C0111mOWWe·altf.of Pennsylvania: To ~'~~'~'~l-~.¥~~.~~9.9J.~y.. Ad1ninistrdtor of all and singular,the goods and et'-t1ttds,rights anG credits X(X!~JJ!gcJU{axbrJJli.fTi7lm!Ji.)C'whicit 'lUere 0f ~g.yJ.g..J?~.Y.~.r..=!.:9g~. ....:_~ate of the said County, deceased,with a copy of dec.eas6l.t's 'will annexed,GREETING: ltVhereas,the said p.~.~.~~~.~y.~!.!.~B.~:_ . ,HiS lO . .d Hi :3 I T·V 'll iT.'~..tiL ~fet~me,ma e _ast Y 1 an,estame1-t zn :vntzngJ which was duly prned on the2.§t.P.-.!day oj.Ar>.:r.J.J _A.D.,1..9..7.1 hcving,whilst ~~. lived,and at the ti1'::Ze oflJ.·i.fklecease,divers goods and chattEls,rights and credits,w;thi'iJ the said Cot!nty,by means 'lvhereof the ~tull disposition and power of gnnting letters of administraticn t'1ereof,is manifestly known to belong tc He;Therefore desiring that the goods c:ndchattels,rights ana cr,?dits which were of the said deceased,~~~~N-Wy te 'H.ell and truly ad111i/"~istgred,convened and .disposed of accordmg tv the tenor and effect of the said de::eas::d's will and acconing to law~I do hereby grant unto you th'!said ¥..:r.~.4~.r..~5?~~.~~~.?.gJ~.¥. Ad~i~istrator C.T.~.----------..------_.----------__.-------_.._.-----_..--_.------__.-..------_.----_--.._-_..-.-------_.------_.------__---_.--_.-_..--_.-_.--_. ...............................-.-(in whose fidelity in this behalf 1 very 'I11,uch canfidt",)full ,;ower by the teno~of these presents,to ad111.inister the goo,is,chattels,rights and credits x~ Y.!JaJ(thm.d~whiclz 'if'ere of the said deceased,'within th.'sa'd County,as also to Gs/~,coltect llWY,re- -::over and receive tAe crrlits whatsoever of the said deceasec",wiJ,ich at the time oj..fi~.~....death 1vereowing, .)1'did in any way Jiton:7 to.~!.~....and to pay the debts in 'lvhi-::h the said deceasei SUJod obtiged,so far forth as the said gO:Jc~s and chattels,rights and credits will ~tC1".d,according to thei,ra~e and order l!f law.: especially of well ar:.d truly ad1ninistering the goods and cheutels,rights and credits~xg:.~1a:IX U,which were of the saij deceased,according to the tenor a'1d effect of said deceas::d's will,atd acc9rding lO law;and makinr;I!true and perfect inventory and consdonrzble appraise111.ent Jzenof,and exhibiting the saJ'/1.e into the RqjsteY's Office,at Washington,on or be'for.?the da~J oj . 1-ext,ensuing,and din a true and just account,calculation,and'reckoning of yoU';,administr-ttion,upon Jour solemn 2.f:=E}::.to render at the expi;vati01~of six months,or when l.'gally tf!,ereunto re- ~uired;and I do by tiJese presents ordain,constitute and depute you,the said . Frederick J.McClay ·_·······················C·;y~·Jr;····················_. a-iministrat or.of a~l 1na singular the goods and chattels,rights and credits,~~~flx 'JllJflJ:.which were of tne sai-j deceased,'with a copy of said deceased's JlVill annexed,withon the lvnits 1/ore- srlid,o saving harmleSi 1nd forever indemnifying me and all other officers against ar pC"'sons b:J rea~on of y:l'ur administration l!oresaid,and saving all others their rights,&c. 3Ju WrstiutnuY'lWUrrrrnft I have hereunto set my hand and affixed the -seal of sad olfia at Washington,the ?_?~~day of ~.P.~.!!in the year oj our Lord O'iJe thousand nine h:tFdred and..§.~Y..~.n-!i.l..J?~~~.. fr~/J4 ~~~~-4~..............~~~~:::f:..':v.. Re}ister : i,~--- LETTERS OF ADMINISTRATION ~~.C.T.A. ESTATE OF _Pa.vi.d B.e.:v.er.idg.e _ _. : n, /' """,, \ '1~• MoNONGAHEL.A PUBL1SHINn.COMPANV , --~ -Mar~h !LO,1949 I,David Beveridge of Washirtgt~n,Washington County,P€nnsylvania .being in sound mind and disposing mind and memory,do hereby ~ke this my last will and testament. FIRST:. I direct that all my ~ust de1:ts and funeral expenses be paid. SECOND:I devise and bequeath to IRy 'teloved wife,llaryE.Eeveridge, all the remaining of my estate.Both real ard personal of whatso~ver it may consist of at the tiIre of my deceE..se. I do hereby constitute and appoint my said wife,Mary E.Eeveridge, Executrix of my last will and testament.She is to servewith0ut bond. Witness my hand and seal this tenth day of March,A.D.1949. \...".)fr~1t8.ft7/77~&-., Dav~dBe-leridge (Seal),(I ..' (, We,the undersigned,hereby c3:ttify -;hat the above David Beveridge signed the above las~will and testaID3nt in ~ur presence and witnessed by us in the presence of each other. Witness our hand and seal this tenth day of March 1945. ~aJOrev (Se,l) tte ~AI2-rJaSe'l)7".~ V ;i ',1 .,~ 1~i Ij itf'i t: ~,.- Affidavit of A:lrninistrator C.T .A. State of Pennsylvania 33: County of Washington Personally before me,the a!dersigned authority,a Notary Public in and for said Count]and State,appeared Frederick J.McClay,who,being duly sworn according to law,deposes and says that he is the Administrator C..T.A.of'the Estate of David Beveridge,deceased,that the foregoing sched!l16s constitute a complete Inventory and Apprais3ment of the re~l and personal estate of David Beveridge,dec3ased,except real estete outside the Commonwealth of Pennsylvania;that the figures o~osite each item of real and personal estaJe in the foregoing schedules are determined and stated by th3 undersigned to be the fair value of said items as of the dat3 of t~e jecedent'6 death,based upon a just appraisement of each ite::n made by th3 aboue named Administrator C.T.A. Sworn to and subscribed before me this 'ttl.day of ~",.1971.(=:=t~t::;4~~~ .....,',..... Inventory and Apprai3ement of the good6 a~d chattel, rights and credits which were of D~vi:l Beveridge,late of City of Washington,Washington County,:en~sylvania,taken ~d made in conformity with the above affidaviJe II Peraona1t,y Bank Accounts Savings Account No.2052998,Pittsburgh National Bank -David Bever:"dge 33,72}.00 Checking Account No.112-1+02:Mellon National Bank,Washington,Pa.~ Office Stocks 125 shares Columbia Gas and Electric Corp ..~common 38.3125 3,000 shares Lone Star Gas Compa~y, common 25.5625 400 shares Northern Natural Gs.s ';0.~ common 54.25 9,356 shares Texaco,Inc.,common 38.6875 Temporary Certificate No.~11631 fo~ 100 shares Sinclair Consolidated Oil Corp.,common (dated October 7J 1919) Temporary Certificate No.T04835 fo~50 shares Sinclair Consolidated 0:"1 Corp.,common (dated October 7:1919) Certificate No.NY264719 for 100 shares Consolidated Oil Corp.,common (dated December 31,1936) 4,789.06 76,687.50 21,700.00 361,960..,25 The above three stoek certificateos were exchanged after the death of David Beveridge for the following stocks: 150 shares Atlantic Richfield Jorr-pany, common 74.875 250 shares Atlantic Richfield ,:::olT_pany, $2.80 pfd.55.75 11,231.25 13,937.50 490,305.56 Unpaid dividends on the Sinclair - Atlantic Richfield stocks.The arr~ount of these dividends are unknown at this time but the same will eithe~b~included in the Administrator's Ac~ount or in a Supplemental Inventory ani Appraisement JUdgment note of Thomas Beveridge and Ursella Beveridge of Kersey,Penn3yl~ania,to David Beveridge in the amount of $2,5JO.00,without interest,and dated JUly 18,1949.No notatio::l on this note of any payrne~t (·n 9.CCDunt of the principal debt.After 20 ye~rs there is a presumption that this note h~s Jeen paid and it is appraised at no value.0.00 Total ..• •• •••••• •• Rea:.ty NONE ;J STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~ss: The within named Accountant being duly sworn accorcing to Icw,depose and scy that the above,account, as stcited is true and correct as J:H:L ;~veri y be lieve, Sworn and ~ubscribed before me thiSm3./f!!:::.... 19....7.2.... Wa'shington County,ss:I d0 ce-tify that I have giwen legal notice to all persons cor,cerned 0=the_filing of the '-Iy'ith~n account in the manner prescribe,d b;Sta':,ute and Rule of Ccurt,as evidenced by proofs thereof filed-to No b..?:".~7.'.J..."":/ . Witnes~my hand and official 'seal thiS..~. day Of.~\h.t~....CX........191~~.J.~. Register of Wills...~, ~.I~.~k') r'1 1i-.";i p',t 1 ...~ L I ••i ,-.'\ •r >,.'""-,.<I'I,._ ;---_.--.--~ .------_._---...-.-.-- .....~.J.- \.~ . " • /'/' -r-. The Court s respectfu Ily requested to defiermine proper distribution in this estate. ;6.~~ Counsel for Accountant In the Court of Common Pleas of Washington County,Pennsylvania Orphans'Cour~Division No.63-71-L19 Estate of David Beveridge.deoe~sed First and Final Account of Frederick J.I"1cClay."Administrator C.T.A. Summary Principal -Fersonalty Schedule A Re'ceipts Disbursements Receipts Disbursements 540,988.78 168,874.59 Inco~e -Personalty Schedule B 16,650.96 00.00 372,114·19 16,650.96 388,765.15 The Balance consists of the fcl1Jwing: Cash 8,74J.84 125 shares Columbia Gas Syste~, Inc.4,787.06 3000 shares Lone Star Gas GO.rcom.76.687.50 400 shares Northern Natural G~s ,Co.,com.21.700.00 7156 shares Texaco,Inc., com. / Schedule A Principal -Personalty Receipts To Inventory and Appraisement aE f:'led To delinquent dividends o~Sinclair -Atlantic Richfield stock (from 6-14-S9 to 3-15-71) To dividend check of Columbia Gss System (datec May 15,1967) To Burial Payment from Washingtcn County,Pa. 538,725.31 1,992.50 45.00 75.00 To Proceeds from sale $2.80 pfd.: Sale Proe Appraised Value of 2.50 shares Atlantic Richfield 14,088.47 13,937·50 Gain of 150.97 Di3buI'se:nents 4-26-71 8-30-71 1-19-72 Administration Expenses Russell Marino,Register Letters Testamentary and shorJ certificates 37.00 Russell Marino,Register Three short certif~cates 3.00 Russell Marino,Register Attest.ed copy of Will 1.50 G.Ashton Brownlee Rei::nbt:.rsament - e3te.te notices 28.00 6-11-71 u.S.F.&G.Co."Pre::nium -admin.istrator1s bond 860.00 10-26-71 Martha Herceg,Notary Public oath to affidavit 1.00 Russell Marino,Regi ster ,4-short certificates10-4-71 7-13-71 12-9-71 Frederick J.McClay Frederick J.McClay 4·00 )n ~cc~unt of administrator1s corrnniss,ion 10,000.00 On ~cc~unt of administrator's ccmmission ~,OOO.OO I- I- -72 -72 Frederick J.McClay G.Ashton Brownlee Balance Attcrney 13 fee - 2 - 12,000.00 23,700.00 51 ,634'r ...----------...-------------------------------------- Preferred Debts Washington Hospital E.C.F.Maintenance6-5-71 6-4-71 6-5-71 8-14-71 5-3-71 Viehmann's Pharmacy Viehmann's Pharmacy Kurtz Monument Co. William G.Neal Funeral Home Dr-lg oill Dr-lg ":>ill Inaeription on -;om":>stone Funer9.1 bill 504·20 47.6,9 48.35 35.50 1,391.00 2,526.74 Taxes 5-4-71 MalcolmL.Morgan,Co. Treas. 5-4-71 Malcolm L.I'1organ,Co. Treas. 6-21-71 Pa.Dept.of Revenue 7-12-71 Russell Mar5.no,Agent 197 1 ·Jounty real estate tax 102.77 19'71 ?ersonal Property Tax 390.53 Initial payment - Pa.Income Tax 315.00 Payment -Direct Inheritance 1ax 30,000.00 1-19-72 5-3-71 6-5-71 5-4-71 5-4-71 6-11-71 Internal Revenue Service Other Debts Alice Eklund Alice Eklund McWreath's Dairy West Penn Power Co. West Penn Power Co. Fec.eralEstate ~ax 75,219.00 106,027.35 Justoc.ian and Care.taker -830 Allison Avenue 80.00 Custodian and Caretaker,mowing grass 100.OC -I"Iilk bill for Alice Eklund 7.3E Eleotrie bill -830 Allison Avenue 7.43 EleJtric bill 7.36 '"-..--' 6-5-71 5-4-71 6-11-71 6-11-71 6-28-71 6-5-71 6-5-71 Bell Tel.Co. Columbia Gas System Columbia Gas System McWreath's Dairy Mellon National Bank & Trust Co. Bell Tel.Co. Anderson &Pollock Phone bill 12.41 Gas bill -830 Allison Avenue 31.00 Gas bill 31.00 Mi:'k bill for Alice Eklund 10.18 Rental fee -Safe Deposit box 10.32 Phone bill 12.90 Fire Insurance Premium :'38.06 ' 6-11-71 Blue Cross Loss on Sale of Assets Payment 17.10 465.06 150 shs.Atlantic Richfield Co •.com. Appraised Value 11~231.25 Net Sale Price 10,739.10 492.15 8,220.94 1-12-72 2200 shs.Texaco,Inc. Appraised Value Net Sale Price 95,112.50 77,383.71 7,728.79 -Total Di3b~rsements - Administration Expen~es. Preferred Debts Taxes Other Debts Loss on Sale of Assets -~- 51,634.50 2,526.74 1C'6,027.35 465.06 8,220.94 lc8,874.59 ·. Incom~-Pe~so~alty Recei?ts Dividends: Atlantic Richfield Co.,commoL June 15,1971 Sept.1.5,1971 Dec.1.5,1971 7.5.00 75.00 75.00 225.00 Atlantic Richfield Co.2.80 pfd. June 15,1971 Sept.25,19'71 Dec.24,1971 Columbia Gas System,Inc. May 14,1971 Aug.16,1971 Nov.15,1971 Lone Star Gas Co. June 7,1971 Sept.9,1971 Dec.6,1971 Northern Natural Gas Co. June 21,1971 Sept.20,1971 Dec.20,1971 Texaco,Inc. June 10,1971 Sept.10,1971 Dec.10,1971 175.00 175.00 17,5.00 55.00 55.00 55.00 930.00 1,020.00 1,020.00 2:'0.00 2:'0.00 25>0.00 ~65.00 2,970.00 1'80.00 11,227.20 Savings Account #2052958,Pittsburgt- National Bank,Washington,Pennsyl- vania,Office J:i sb·:lr~e:m.e.nts -None - ~ -;>- 16,650.96 00.00 1" " •Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance witb thl'!N\H\'EJIJ'Ul!\Jr Advertising Act of 16 lVlav 1Q?\l, p T,..170~,d;H amended. CQmmnnwealll,\II Pennllyl......id,l:ounty of Washington,SS:........•... l"Hl'Sonally appear·ed before file,a Notary Public in and for said County and State,,.Rich.ar.d s.Co.wan ,who being duly s,worn according to law,deposes ,and says that he is the .v.i,.~~.~pre $.J.g.~.nt of the Obs,erver PublishiTIe-COmmll1~r,It I'"llusY1VAma cornnr'ltion,uml l~S agelJ.t in thig bohalf,UlAt lhl;1 fiHii!f,'0mpUll'y is,the owner and puhliRhe,.of the OhflP.""'21',RCpOrLll!',succ'essor to TlJ,\;l \ViA 9 hingtoll Ollsetver,established Septembe'r ~S,11\71,rmd ThlJ WAshington Reporter,established August 15, 18M,A daily news,pape·r of general circulation,printfilfl Ann publi"htiU lind having its place of busine~'R at '\XT'Iohil1;;,Lull,Washington County,Pennsyl· Va,niR mhO!'ll iL Ul'Its predecessors have been established ani!l'u,blioh"u continuousIy for more than six mO/Jthfl'p,.i01'to Lh\J llUblication of the notice hereto ll.ttR.rhAil;thuL Lilll I.Yrlllten notice 01"advertisement hereto attached f IS a ,copy of an official advertisement,official notice,legal noti".;)or l"gal adve·rtisement,exactly as printed or );'lll)lillhcu iiI me Oh1:lerver-Reporter in I its rllglHar editions on the following date or dates; .............................Ap.r.il 28 .May 5 and 12 1.9.Z1 .. that neithe'r tna affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions of this affidavit as to the tim~,pI ce and charlct/Jf publication are tru'e..I~:L[;'....... .........................,..-.~ ~' ',,'Admin~sir:ori~X5 NOTiCE j ESTATE OF Davia..:s~f'l'irlgA,<le ,(,A~c~.nl Jut<;'Jl~!~~(-li'{t:a~ht'nli'tonWn~hlngtn'1 (JUUULy,!!~~m·H'syvanIa. Letters of Admini~tr?,1.ion r T "" Hnr.n tl1fl uLuye~St&~h:aving beengr~nted to the.unae 3ip,ned,an per· sons having claims a"airistthe est<ltl"are re'J)lf"tefl.."t~,)~.~!~KIIUWn the~:!m.e to the.undersigned or hls at· torney and all personiindebt",1;\tOjthe;de:Genpnt~":IJu~rl."lU~5Leu t6 make:payment to t~;,fundersigl1ed without, ceJay.,~"Frederick J.McClay, Ailminiut'ruLul l...'l'.A. •Gibbon Glade.~~.15440"G!'Asht.on~Brownlee,-',1"Att.orne~·.~''''''..' washin.dt;r,Jst·Bldg.,Washington;,.ga .30).1)..".,.r}'.'I ;.',."'.i.t o,•••••_-:, ~".. Sworn to and SUbS~}JO.re me ,thiS...12..d3:Y 071.a,y....1..9.71.... .../#~4~:~;~~~~~ WI\Clllii"Il"..WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.1972 ..'I' i ashington County Reports· W~$hingtnn.,Penn,ylvilnia (PUBLISHED BY WASHINGTON COUNTY BAR A....OCI...TIOI~)" .PROOF OF PUBLICATION In compliance with the Newspaper Advertisinj!;A~t of M A)7 1n)10'\)0, P.L.1784 ~~C.~.pArAurnpho (8)aUll (2~). COUNTY OF WJ\s,mNGTON}SS. STATE OF PENNSYLVANIA I'l..1sullally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being-duly swam,deposes And says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJl legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHlNGTON 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 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...............~.P.~.;J ?~.t ~2.?..*. ...............~y.~.It !~..,~.?.'?..~. Estate Notices The Eeflistf'r of 'i\TiH6 h""glalltedletters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without dl'(l~Y ,mil tr tnoGo hllVillg dalms or demands to present them for settlement to the ExcCU~ol'ii or Ar'lmltrwtl'utol"UI thelt.·Attorneys. • • • • • • • • • • • • •l • • • BEVERIDGE,DAVID,'Dec'd. Late of WashiIl/>:ton,WHi>hington County,Penna.Administrator C.T.A.:Frederick J.McClay,Gibbon Glade,Fa,15440 Attorney:G.Ashton Brownlee.Wash-ington Trust Bldg.,Washington,Pa. 15301 , that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the ~e,place and character of the publication are true.G71f 17 C)/ "...t2:t.a)r,&d...........~......rl.0~!...,/t(~(,-/"~~-],tdit~~._U2./L---"'~'worn to and subscribed before ~this -..~"<~~------------.,- .....~.~.1;.h day 0~~Y..;7 ,19..~?!..:. ~~ ,,-':'I:;;I!. I •'-:.,..('....~";• '••,• 1r'"...0.)...(11...1..I •.,)IJ..h:.-,,\j.~"\ Notary Pub'!:,V'i2s::h::tGn,\'/2~l1i;;:::ton Co. My COlllfnission Expires July 1.1974 ,,-..J Estate of David Beveridge, deceased. )··)··)··) In the 'CoLrt of Commor Pleas of Wash~ngtoL County,Pennsylvania Orphans f Court Division NJ.63-71-419 Election To Take I~Kind Whereas,David Beveridge,late of Washin3ton,Washingto County,Pennsylvania,died,testate.A?ril 20,1971,leaving ~ Last Will and Testament in which he bequeathed and devised his entire estate to his wife,Mary E.Beveridge,and Whereas,Mary E.Beverijg8,widow of David Beveridge, deceased,late of Washington,Was~irgton County,P~nnsylvania, died,intestate,August 13,1971,leaving as her sele heir at law one brother,Walter R.Miller.cf Jacksonville~Florida,and, Whereas,both of saii estates are in the process of administration and the First and Finsl Account of Frederick J. McClay,Administrator C.T.A.o~tLe 3state of David Beveridge, deceased,has been filed to the atov'3 U"..unber and wi 11 be called for audit before the Orphans f Court Division of the Court of Common Pleas of Washington County,Pennsylvania,on Thursday, March 23,1972,and Whereas,the followirg stocks appraised in the Estate of David Beveridge have not been c)nverted into cash as of this date: 125 shares Columbia Gas Systerr.,Inc., com.38.3125 ,4,78e.06 3000 shares Lone Star Gas Go.,com. 25.5625 76,687.50 400 shares Northern Natural Gas Co., com.54.25 21,700.00 7156 shares Texaco,Inc.,com.38.6875 276,847.75 oi.... Now,Therefore,I,Walter R.JI.:iller,authorh.e and direct Mellon National Bank and Trust CJTJ1:t=any,Administr£.tor of the Estate of Nary E.Beveridge,dec3ased,to receive in kind the stocks hereinabove enumerated (l?sa a~y shares of stock necessary to be liquidated in order tc secure money for administration expenses,taxes,etc.),and I hereby agree to save harmless the Mellon NatiJna:B~nk and Trust C~mpany, Administrator of the Estate of M~ry E.Beveridge,jeceased,in the event of the diminution in VE.lu'3 of any of the hereinbefore mentioned stocks during its admir:_is~ration of the 3state of 1I-1ary E.Beveridge,deceased. In Witness Whereof,I hereby set ny hand and seal ~his /3 tjL..day of March,1972. STATE OF FLORIDA COUNTY OF DUVAL Attest: 2i~&2 &~WIT_~S, WITNESS my hand and official seal,ttis l3tr.day of March,A.r.197~~.~./,/,~k~~~{'li6"'..----.d .j....,:N9rl\Ri1i:>uBLIc-t~..;;;--~ Stit:B-1 Florida At ~rge'·.. My c::lmmi ssi·)n Expires NOTARY PUS:../c,STATE O~;LORIDA AT l..A.jGt t6'f COMMISSION EXPI~fS OCT.lO,19 4 "- - 2 - ~lt tlll~Qrnurt nf (Unmmntt Jlruf"nf lltlItt114ittgfntt.QIUUllty ®rp4ttul1'mnurt mttthtinu In the m3itter of the Audit of Account in / Estate of David Beveri dge TO THE AUDITLNG JUDGE: Enter ....m""'>l'7f--appearance for ...!::!t~h~eL...:..~9.~C~c~c::..:tu~rr~t~a~n~t~.'__._ Also the accountant requests that the Cou~t fix the amou~t to be paid to him for his services as attorney-~n-=act for Dav~d Be7eridge for the period from April 10,1969 to Anril 20,1971. 20th d~y oli,,......Ma........r.....c.....h""'--,~9~ N.B.-Counsel shall,by separate paper,presEnt a ~oncJse s·.atement of eacl: claim,with supporting calculation of any iJ::terest cla.imed.Objectione to an account as filed,shall be conci,sE,ly statec.in ~separate paper. Council suggesting proper t:istribution sEall fil3 a ~epar.tte concIse state- ment in that regard. No.63-71-419 In re Audit of Account in Est8ite of David Beveridg~ AUDIT , 'ra~tip~fnr I 1\.ppraraurr FOR Frederick _3.McClay, Administrator C.T.A. "1d '·00 N01DN\HSVlt\ :Slll~\::!0 'tl31SI~3B ,ONltl'r\1Il ll3SSnH G.Ashton Brownlee, 22 nn~it.·00 it Ud,$G.·......:·lt .l:1 i i .:J., ~2 Attorney IN TH~.COURT OF COMJVION PLEAS OF W:A~H.INGTON"CCUNTY,PA, ORPHANS I CCURT DIVISION .k ' j ". " DAVID BEyERIDGE, r.", INRE: Estate of Deceased... ,( -( ) ( ")"1',-' "(,'. ) (, No.419 bf ~971 :!'Z ~-oJ>-:IIZZIII11. z BEFORE:eCI-z iUIc( ,~ ..•.,HEARING ON AUDIT ,.. The Honorable::?,VINCENT·MARIN-),Judge of the sai.d Court.".," ""t ' .".." ',4 ., ','" .. " .The Court will resume.the call of the audit " G.ASHTON BF:QWNLEE,-Esq.,ofWashiington,Pa representinCJ the Ac·countant. Thurs"day,'M(~trch 23,1972,at 10:00 A.M."EST ..~. The first audit is Number 41S of 197~;,'the estate of David Beveriq list for the first quart~r of 19172,,;We will today consider the acc;u listed for audit on:rhursday;March 23,1972 at '10:00 o'clock A.M THE COURT: deceased.The Administrator'eTA is Frederick J.McClay and t-='~APPEARANCES: I-,!!,! C oJc( § C:l,., :t TIME:'~ ,til '.ai,'II: IIIt-o:oII.IIIll: 'l-ll::loU ~,~U ii:II.o the attorney ~83 G.Ashton Brownlee.Mr.Brownl3e? MR.BROWNLEE:..May it plEase the Court,·I have entered my appearance for the accountant.I have all the required papers. " T1?-ere are several things I W3.nt to call to the Comrt's attention. " i ..•. .j ,- ," " Washington'County Personal Property T8:x Bureau h~s,a.c,la\m ~or .~. -'$392 .461 the PersonaIP~opeil?tiTax ,of,1972 .~This'c1ai;n"i~admitt d. .~~..\. ,Dr.David Beveridge 'died testate in April9f 1971 an:1 gave his.e~ti e -'t $• estate to,his wife .She died four months later.Artd'Le,~ters of 2 rf tl'l, .~,' ,, " ',- c('zc(..>.J,')- (/)zZ IIIII. ioI-eIZXIII0(, 3= ..:.,'0 it'I-!!!-0 oJ0(- ,2 -~, :E l::.N viIEIII....IEoII.IIIIE I-IE:Joo .J.0( ij ii:'ILo .,'. .-. .Administration---s~e died with'Jut a Will and Letter.:;of Adrn,inis- ttation of her estate w.ere issued t~Mellon National Bank.'and Trus~.~ Company.Her sole h~ir was a bro'the,r )ivirig~ih,Ja~ksonV:il1e, "- Florida,Walter Miller.For ,twoyeal;'s 'prior to the death :of Dr: ,'- Bevei-idge h,is financial affairs ;v~re conducted ~Y hi~:frfend, Frederick J.McClay,un,der P:')wer~of Attorney.Dt:.ririg ~his·'.J)erio -.....'.~..'"':'."';-..."....." Dl;'.McClay received all hi~dividends,\nterest~:pEid his bills, did everyth mg'that 'he could'to tak~care of 'his finapciai'affa,trs. ~~..j.-. . He has not been paid anything fo:r;,his service's as Attorney I,:Fact. He could haye paid himself as Aqministrator ~TA,.but he felt that he would rather -have 'the Cour:fix his fee.-He is wLlling to submit to..the Court an accounting of tis duties as Po wrer cf f.i'ttorney ,' s'riowing how muc:h money pasEed th~ough his hands,h.ow m:any trip he made to Washington,Pa.He lives in Gibben Glad~,:'Fay~tte Co~nty-"'Ifthe Court wants a hearin~on.thisrnatter~;we have no obj ection.If we ,give the Court a statement 'showing what he did,",.-,". we would:of course,'serve 5t on the Mellon National Bank and upo Walter Miller,the brother. " THE COURT: M:Ji'.BROWNLEE: Mellon Na':ional Bank.fs in wha:capacity? -t . Administrator of the estate 'of ~ary E ..Beverid e,. " " ,.~ ·1 ------il------~-~--............--.....,...-------,....-----.....,...-.:..-------~--- who would be entitled to the entire estate if she 'were living.,.~..,"'"~..,- ,THE COURT: ........ Well,'-why demit we sl!Ppiythe:i~te'restedpartie,",:!,.~.-...,.,'..-~ j''-,~,with ~list of.the acc~uht,ing ane then if there is a~y ::iispute.about i;,' ~..~.;". we c'an set a date,for a hearing on it.,.,'-.'. MR.BflOWNLEE:,- THE COURT: "I will do tha:..I will be glad to dc_th~t. Mr.B~~n:iee"are;there any outstanding clairri ~,I~ ,that in my'audit petition I am asking'for-,$20,000.on to be.reaw~rd d '.", " " Yes .,' Very well.is there anyOne else in Court ,,, The audit:0:this account is or-dE red closed by. ~. , If theC.our:pl~as~,I forgot to tell the Court .That is in :he Bever idge EstatE? .,~--- ,None that I~now Q£, ',(NO RESFOrfSE') '. 'interested in this decedent's ee tate?" Income Tax. to the adm.inistrator CTAfor ;:'ederal'Tax and Pen:lSylvania State ,--..,". .the Court: THE COURT: MR.BROWNLEE: MR.BROWNLEE:. THE COURT:. THE COURT: .in the estate? MR.B:80WNLEE: ~z«>..J>-mzzIIIII. i0I-.., Z . X.III«~ r:1.1il-•!!! 0 ..J«§ '0 :J~ x..,~ oj 0:III'I-0:0II.IIIa:. I-a::J00 ..J«ij ii:II.0 "", :THECOURT: , A r.eawardof $20,000 for tax p"Jrposes?."-. MR.BROWNLEE:Tax purpo~es'and one or two oiher.little items ...'.~,.". ,'THE cbtrRT:;: ~'..We will dc',that,sir'," ( AuDIT"2LOSEq)"... ~. ":..:.' " ' ,;.,"..,.~ •.J--1,.'., f)-'I:•" I bereby certUy that the proee~ing$and evt~enee ;are, ~~cont:Uned futly,and aeeuratel1 tntbe ,,-otestaken by pte 'on the hea.rinq 01· >- .~"the 4lbOVecau'se;aOd that tbbJ copy Is'a corre¢t t~an$ertpt of t~e sa.m~.·,', II..,.• " beartriq of the above,cflus'e is hereby approv~d and dtr~ted'to be filed... t ~~• .~". ! "The fQregotnqrecord oi"the proCe~dl~gS upon the', +' -..~."'''''. ,.-!.:. #...p ..of' "'. ~;':~~,.....,.".~.I'~...._.. zol-e) Z :t Ulc( ':1: (.iii "lI:-bjI-It,0•11.',iii .. .It :l- ll::loo ..Ic( (] ii:II. .0 ..'I..:'o..£; '!!!'a....~..u a.:l.., 'x..-...."'L ..~,.-(, •!{ .'' .. " ,,".,...'. --I-I'.,' -•.•It-.... .f "-: ".., '.t ',',,' if,• " .,.~, I - i· ·1 "{;e.}'.., 'r " .'~'.. ".~tf;':it:~J:~T:'.:~.':)1tq 'J "it ., .. " " " " 0"•." 70:::::'1::' ·F d ',r.I'1:r" \. "',.10.=, ~r.l'.. ,,' I":: .':\0'.......~-.;.- ... \.v .•I ..rt -4"........"*"...~'\fl1 .f ••,..,f"r"to-· -...~'*1~r~.1Iif'd""""~'• -,1 I. .~. " \' I'l....,.:·~·.~,. .',..,'\" " .'J .. I '. I 1lt l ,. I' '" 'f' -~-....-"-1 .r I. i ..e. .,. " ,'- .. I L 't...~..i t, .,..... ;-- ;-4.'.1.1 /~, "7 ') ~U't4~<1tnurt'of <1tommnu 'hU3 of IIttsl1iugtntl <1tonuty, Jruusylnttuitt,(@rp4aus ~<1toun iinisinn ESTATE OF No:-----I6J.,;3~-!..J.7-L].!!!-4_li 1.&..::9;r...------ DaV;d BelTer;dge In ;'he matter ofthe Firat and Fi os] deeea,sed,Account of,_----'F~r!..:_'e2:d!ole2r.L.:...bi.looi.c.Ak.....Jo!.J~.-'"M~cu.CuJ~a~y~ Administrator C.T.A. DIST~SCHEDULE·OF ADJUDICATION AND DECREE And now Au1us t .~r ,19-+2-,this matter ca~lle on for hearing, audit and distribution at his session and testimony token and thereupon,upon due cons ideration thereof of the balance for distribution in the hands cf the Accountant is determined to be $387 qc;a 78 and the accounts accordingly confirmed;and it is ordered, adjudged an'd dec;eed that the said balance be par:!oui by the Accountant in accordance with the schedule of disribution hereto attached and ma'de par-...he f,unless exceptiom;hereto be filed sec.reg.'or an appeal be taken herefrom sec.leg:'~/-- ,'$388 ,76$.15, 4305.6~ 393,070 .77 5111.~'c; $)87.958 .78Balance....:-_ Balance per account ~_'__,.,-__ Additional credit asked at audit i"Additional de,bit asked at audit Deduct Clerk's Costs &Receipts._ Attorney'--~____uG:....~A.l:SS~bu.t...L.ol.1;nl.__.l:B:lJ:r;!.(;o.ulP\l.tlnl_.l~e::..le~------ Washington County,Division of Pers~nal Property Tax,per praecipe filed, 222.50 392.y.6 Frederick J.McClay,c~aimant,fee as Attorney- in-fact,allowed after.full conside~ation of information presented,1.l.850.oo 382,493.82 Frederick J.McGlav,Administrator G.T.A.,rea.ward for tax contingencies and further administration. After the tax is fully settled and the accountants liability ceases,the balance of the reeward remaining shall follow'the decree of distribution herein made,as it relates to the dist~ibution of the residue,and no further formE!accounting of the fund shall be necessary,however,it appears to the Gourt that the transfer inheritance tax due the Commonwealth of Pennsylvani3 may be overpaid and thus the Administrator is requested to apply for a refund of these taxes that may be overpaid and any refund received .shall be added to this reawarded amount and dist~ibuted in due course,20000.0C 362,493.82 ------_..--------- ,: ~,'."~ I f· J •I . .# t\,I (,-~,'\'.........."\...--.--r"". "'-..,,,,l.z~ \ '\ 0 >:J Z.....n 9 "~m n .-+ (II 0 "::r'""c:CD.t:Y 0 :J.-+-+Y"'t.CD .3",=,00 0t:Y ......-+......-+....CD~., ~0...............-+~::r * =:CD ~.,::ty, S~"+1~..~ , 1 .'. ., Mellon Netiona1 Bank and Trust Comj:any, Admi.nistrator of.the estate of Mary E.Beveridge, widow,now deceased,residue,including cash, 3000 share~Lone Star Gas Cd.stock va:u~d at $76,687.50;7156 shares Texaco,Inc.,common stock valued at $276,847.75;held in k~nd and distributed as such at the appra.ise1 vs1ue,62493 .8~ '". ,. No balance ...:' ,.. I;t t"• t N .'.~ ~ 0....~~ ::3 Z n .-+!J i 0 :r (if c CD ::3 3 0 -+ ........0 0 .... -+-::+ f4 CD.., ~, 0.... .-+ ::: :TCD f4~ S~::i~~ I Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF IiEVENUE BUREAU OF COUNTY COLLEC-ION,S COUNTY OF .Wa.,~pJ.rlg:t..9.:r1 .. l IMPORTANT:This Feturn muSt be completed in detail an,:!filed in dLplicate,with will attached,with the Register of Wills of the County where deCEdentreside~Return is due ~ithin one year after date of death,unless an extension,is gra'lted :by the Secretary of Reve:1Ue.(Section 703 of .__the.JnhElritance.an!i .E.sj;ateTax Act of lQ61.) IN THE MATTER OF THE'ESTATE OF ......P.~.y..~4.:t?.~.Y...~.!'t9:g~. (State full name of decedent) Late of Washington................................................................................................... ...........}=A:c OF AI:·MIXI3TRATOIi.County C.T.A. ...........,31r.e.de.ric.k J J1c.G1ay.,. Administrator C.T•ib,the estate of the above-named decedent being d1l.ly sworn.deposeS and say S Decedent'died ....Apr.i120..,.. (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..........19.7.1.....f lestat.leaving a last will.copy of ...hich is hereto attached.} (Hay)(Year)L~~ G•AsP''tc::mBrQwul ee..........._. 414WashingtonTrus·t ..Bldg-ij Washington"···Pa.··1.5.JQl . That as such ..Ad.minis.t.r.at.o.r.deponent is familiar wi:h the a:fairs of said estate and the property con- (Ex(~clJ lor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered h decedent's indh:idual name,or jointly with,or as agent or deputy of another,or in decedent's individ:ual 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 JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEO~NAMES OF HOLDERS TO.DECEDENT Washington,Pa.,Office of Mellon De.vid T">,inO'{:>.n'Y>'Q'""''h"....A "",A National Bank and Trust Comnanv ME.l"v :R 'R~VA.,...ootn("J''''taroot.p~. ~ That the contents of said safe deposit box or bc~e5 are it~mized under Sche1ules of this return,with the exception of the follOWing,for the re 3,sons,hereinafter set forth: That Schedule A attached hereto and made pa·t hereof se ~s forth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which cecedent died having an interest therein.It also sets forth the mortgage encumbrances upon each pareel cf real property at the date of death,giving the amount still due at death,name of mortgagee,dat~,rate of iDterest,and book and page of record thereof.It also sets forth in the columns provided ~herefore th..assessed valuation of each of said parcels,the estimated market value thereof as of date (.f de ith of <8cedent. That Schedule B attached hereto anc.made part here"lf sets f'orth fully and i:1 detail all personal property wheresover situated owned by the decedent at the tine of de!ith;all moneys l~ft by the decedent at the time of death,whether in decedent's immediate posse~sion,s~anding to decedent's credit in banks of deposit,savings banks,trust companies,or other institl.:tions,""hether indiVidually,or in trust for any other person or persons giving also separately the accru·~d interest thereon,if any,down to the last interest day prior to decedent's death in the case of savines banks~and to the date of decedent's death in'all'other cases;all bonds,pos tal savings,treasur:'cer·tificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligetions,~hether by statute or agreement they are designated as tax free,of the United States,or aBy st~te,or political subdivision thereo~or of any foreign country,which are owned at the time of dea~h;a~l wearilg apparel,jewel~y,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boEts,and any and all other personal chattels of whatsoever kind or nature,lE-ft b),decedent,together wi th ~he fairly estimated market value thereof;all bonds and mortg8e:es held by deced~nt and of all claims due and owing decedent at the time of death,and all promissory notes or other ins~ruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,With inter~st thereon,if any,giving the face value and estimated fair market value thereof,and if ~uch ~stimated fair market value be less than the face value,it sets forth briefly the reasons for such depr~ciation'as to each item;all moneys payable to the estate from life insurance policles carried by c.eced·~nt;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the deceden~;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds cnd a·~crued interest thereon to the date of dece- dent's death and other investment securities owned by t~e decedent ~t the time of deeth,with the matk~t value thereof at such time.J~~. . J!.'.;;;::~<."','~~.,.'.:~.";"~ ..',I. "..'j .. 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 shoUild also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of.a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached toothf schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly wi th another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of--..death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . ................;day of 19 .7..~....g~.____S\YY:)_~~...__~-Ad~~Tator)C'·:··..·;i<·..\A. (Street Number) ...J:3.t.gg9.n G:.l..~A.e..,P.e.nns.y.lv.ania . (City (Yf'Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. r--.... ~C<';-34 (I-C~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUlHY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT ..\'.. SCHEDUL=IfA" 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 ootire"ies,report on Schedule "~""Property held by the decedent as tenant in common with another or others,shculdbe identified as to quantum of interest and the estimated value should be that of the decedent's inte'est cnly. The real property located In the Commo!'lwealth of Pennsylvania should be described by lot and block number,str;let 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 mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. Jointly held residence at 830 Allison Avenue,Washington,Pennsylvania, in the n~aes of David Beveridge and Mary Beveridge,his wife. (1 )(2).(3\/ DEPARTMENT ~SSESSED VALUE VALUATION FOR YEAR OF ESTIMA-ED CAUTIONDECEDENT'S MARKET WI,LUE (Do not write DEATH In this space) Insert this total opposite "real property",Schedule "A"in t~e X X X X X "As Reported"column on the last page of this return. .,....... RCa.-35 , COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible &,din~angible personal property owned individually by the decedent,at the time of his death.Property owned b:the decedent jointly wi~h another or others must be listed under Schedule "E".Inta;gible personal prop~rty,titled in the name ~f the decedent,but payable at death to another or others,including but not lim:..ted 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 firs'~(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 interes~or iividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnersfuip interests,interest in anyundistributed estate of or income from any property held in trust uncer the will or agreement of another,even though located outside of the State,at the time of death,should t-e listed in this schedule. Item No. ITEM List and describe fully Bank Accounts UNIT ESTIMATED VALUE MARKEl'VALllE DEPARTMENT VALUATIO)/· (Do not write in this space) 1. 2. Savings Account No.2052998,Pittsb~rgh National Bank -David Beveridge Checking Account No.112-1402,Mellen National Bank,Washington,Pa.,Offic3 Stocks J 14,696.f 5 /t-(t,ft,75 3.125 shares Columbia Gas and Electric Corp.,common 4. 6. 3,000 shares Lone Star Gas Company, common 400 shares Northern Natural Gas Co." common 9,356 shares Texaco,Inc.,comraon Temporary Certificate No.Tl1631 for 100 shares Sinclair Consolidated Oil Corp., common (dated October 7,1919 Temporary Certificate No.T04835 for 50 shares Sinclair Consolidated Oil Corp., common (dated October 7,1919) Certificate No.NY264719 for 100 shares Consolidated Oil Corp.,common (dated December 31,1936) I 5.562 4.25 8.687 7. 8. The above three stock certificates were exchanged after the death of David Beveridge for the following stocks: 150 shares Atlantic Richfield Company, common 250 shares Atlantic Richfield Company, $2.80 pfd. / r 4.875 11,231.25 /II J.'3 /,:J-~ /3/C131jO 9.Unpaid dividends on the Sinclair -Atlant c Richfield stocks.The amount of thes'9 dividends are unknown at this time bUJ the same will either be included in the Administrator's Account or in a Supple- mental Inventory and Appraisement Insert this total opposite "Personal Property",Schedule "8"in X X the "As Reported"column on the last page of this return. Schedule "Et! Persona:::"Property,cont'd. 10.Judgment note of Thomas Beveridge and Ursella Beveridge of Kersey,Pennsylvania,to David Beveridge in the amount of $2,500.00,without interest,and dated July 18,1949.No notation on this note of any payment on account of the principal debt.After 20 years there is a presumption that this note has been paid and it is appraised at no.value.0.00 RCC-36.'".~..'" COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE t·C" TR<iNSFERS (1)Did decedent,within two years of death,make any transfer of any material part of :lis estate,without receiving a valuable and adequate consideration ther8for?(Answer yes or no)No (2)Did decedent,within two years of death,transfer JropErty fro~himself to himself and another or others (including a spouse)in joint ownership?(Answer .{es or rr::»No (3)If the answer to (1)or (2)above is in t~e affirmat~ve s~ate: (a)Age of decedent at time of transfer . _ (b)State of decedent's heal th at time of mak:ng t:le trans'fer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of I,rope 'ty witlnut receiving.'I.v.lluable or adequate consideration therefor which was to take e.ffect in pcssession or ~njoyment at or a:'ter his death? (Answer yes or no)No (a)Was there any possibility that the prope:-ty transferred might retu'n t·o transferer or his estate or be subject to his power of disposition?(~nswer yes or no)_ (b)What was the transferee's age at time of cecedent's de.lth?_ (5)Did decedent in his lifetime make any transfer withot:t receiving .1 valuable and'l.dec.uate consideration therefor under which transferor expressly or impliedly reEerves f~r 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 :;'rom the prope:-ty transferred? (Answer yes or no)_.::;N:....;o"--_ (b)The right to designate the persons who shell p.,ssess or enjoy the property transferred or income therefrom?(Answer yes or no)Ero (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 consider!l.tion fer which was t:-ansferee's promise to pay income to or for the benefit of care of transfero:-?(1nswer yes or no)No (8)Did decedent,at any time,trarsfer property,the ben~fici'l.l enjoy-ment of which was subject to change, because of a reserved power to al tel',amend,or revoke,or-which could revert to de·::edent under terms of transfer or by operation of law?(Answer yes or n.))No (9)If the answer to (8)above is in the affirmative,was the Jower to altel',amend~or revoke the inter- est of the beneficiary reserved in the decedent alone or t:le dece6ent and otherE:? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidftvit by the a ~tending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth b~low a description of the property transferred,it's fair market value at date of death,dates ~f transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any ~rust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed Etatenent of facts on which sa:...d claim is based. NOTE 3:List applicable property below in manner in which pro-ided in Schedules A,B,or E. ITEM DESCRIPTION Mt.RKET VALUE .Estimated)DEPT.VALUATION (Dept.Only) xnllJElQ.BXJiX On October 30,1956,the decedent op3ne~ a Savings Account (No.15734)in tbe Washington,Pa.,Office of the Peoples First National Bank,in the joint naxne3 o~ Alice Eklund or David Beveridge or Mrs. David Beveridge (David Beveridge and rt:s. David Beveridge being man and wife);Fro~ time to time David Beveridge added to ~hi~ account and on May 7,1970,the amount I in the account was $19,147.91.' On that date Alice Eklund withdre't/the entire amount,to wit,$19,147.91,and deposited the same in her own name in thei First Pederal Savings and Loan Asso·:dation of Washington,Pa. Your ~:c.c.<iuritan.t·believes that this WE-S not a gift ~rom David Beveridge to Aliee Eklund in contemplation of death inasm~ch as this account was opened on October ~O, 1956,and the same is not listed as an asset in the Estate of David Beveridge. Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. FtC C-~)8 ,"C" CCM~II)NWFI\LTH O'F"PENNSYLVANIA TH/\~SFFn INHERITANCE TAX 11F~InENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:\SrRrCTIO~S:This schedule must disclose all property,:'eal and personal,owned by tre decedent jointly wi th another or others,including intangibles,standing in the name of the deceden~and others.List real estate first,as entireties,or joint tenants,givirg br:,ef description,as indicc.ted tmder Schedule "A",plus the date and place of record of instrument effectillg vestiture,but do not include entireties or out of state real estate value in estate valuation cclumn.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,ac.dress and relationship (if any)of co-crwners to the decedent. Description of p~operty,Date of Acquisition,-N~me I unit Address and Relationship of Co-Owners,and Place I ValUE of Record of Instrument,where Real Estate.! Decedent owned property jpintly with I his wife,Mary E.Beveridge,which I property was acquired more than I two years before the date of 'I David Beveridge's death. -percent~g:J~"--E;tat;-- Share Valuation ---- DEPARTMENT VALUATION CAUTION-Do not Write In This Space. \'alue of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Sch~dule "E" in the "As Reported"column on the last page of this return.J I J RCC·i 3?.k:l.2-63) COMMONWEALTH OF P~NNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE"D"-. BENEFICIAFIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVI\-ED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECED2:NT OF BENEFICIARY ave an interest.vested,contingent or other-are involved,set STATE YES IK ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mary E.Beveridge,.who 'J~~~1971died• formerlv of 810 Allison Avenue.Washington.Pa.Wifle VA~An+:iT>A AQt:!:lt:", i ! o' j - NAME DATE OF DEATH RESIDENCE Harv E.Bever.idg:e R10 !lliQon d"lTAn"",June ..,..., fI-()(;.S I q 7 lnr~Qh':nn'r.on 'Pl:l. ~ Deponent further says that all the above-named beneficiaries are li~ing at this time exce~t below: ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration (No. r.;r THE Year . (Executor-Administrator must complete "As Reported"column #1.) C1 ...,"'tl ::0'"1 '"1 (1)(1)0 Il>'"1 e-til ::l til til til 0.....::l "'tl...,(1)e-'"1 '"1Il>til 0x""C '"ClIl>C1l0-'"1 '"1 (b 0 ~'"Cl t%j (1) '"1 til ........'<:Il>....(1) ,,~.. Da:V~dB~Y<3ridge., Deceased Late of .Gity oi'Washington· Commonwealth of Pennsylvania :\11.V1.>:w \.,V til:CO :CO ::0_:....:-..]!-.J (1)...... I\)I\)'g ........ '"1:\11.\n ....(1):-:-CoWv.>........ j--I j--I enc::~~>::0,-...,-...>-<:W en en ()() ?'"?'"?"a tJ >;::;:................ -00 -00 -00 .Ej9 -00 -00 CJ --..:. r:.:::>c::n '-;::J h.J WashingtoD C-'.._J .•o "'\..~:' r . u r :".: ):>OJ .... ~-.-."'.,.•....'JRJlBQijl(~ND AP.P~AisAL :c c,;;>..;:~~ ;;-::~~1 f'i 1orni ~-1 :::::J j C),-, :z::::;:;~,~ County of -oo-oo-oo-oo-oo~ :~. .~."'\~'~.~r)• ~ C"kl':~ ~.~.h~. >til t:i110_ct t-.J.............~.:::r-Co .. RCC-81 (B-71) COMMONWEALTH OF P~NN~YLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY C)LLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT FREDERICK J.McCLAY (~Admin strator) IN YOU~REPLY PLEASE REFER TO Inheritance TQX Division 38-164-6 ./ In Re:Estate of _--=D:.:..::A~VI::::D=---=B=E:.::.UE=,l!;R:..:::n=.:G=E=--_ _---.:..:W__AS_H_I_NG__T_°_N County _.File N.l._6.::;..3-_7__1_-__41_9 _ Dear 11r.McClay, You are hereby noti fi ed that the ~o",-r1:::.·gt;;>:lX:=:!'c=~a~l!::...._~_ appraisement in the estate of DAV-D BEVEE.IDG3: has been fi led in the office of the Register of VI ilis o)f__W.uA~~3H""I.,.N"-"G"-'T~O~N!:.....,_ County on December 30 ,19R,SaiJ app·raisement reflects the foil lwing valuations:. Real Estate _ PersonaI Property__.."J.5~3~8_1_,7.w2,."t;i-oi......3/.oj,l~_ Transfers _ Jointly Owned _ TotaI ~5!_<3~8~.7.L.!:2"""5~•.L:31~_ As to such tax that is paid within thre~morths frorr date of death,a tive (5%) percent discount is allowable.As to any tax that remains urpaid after nine (9)months (fifteen months when death occurred from December ~2,1965 to June 16,1971,inc Iusi ...e; 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 appea~therefrom as provided by law. Date December 30,1971 Si gned __I_OM_ll_JI_C_R_o_D_e_JY_1AR_'_IA _ Title Apr.liAISER I DATE OF DEATH:April 20,1971 Note:TI,is is not a bill. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BEVERIDGE DAVID (Last Name)(First Name) D\TE OF DEATH 4-20-71 (Initial) HLE NO.63-71-419 REPORT OF INKERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in aDd for the County of_....!!W~AS~H~I=.!N~G~T~O~N~_ Pennsylvania,do respectfully report that I ha,:e 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 Sch~dules "A","B","C",.and "E". Dated:December 30,1971 cLi~,R,~~ INHERITANCE TAX APP_~AISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,PenBsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by dl:ponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule"f",wllich greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WI LL~ VALUE A3 REAPPRAISED $-------+-- - I:~R 7'1:;~1 ;3B.725 31 :r-,-ONE ;3B.725 31 VALUE AS REPORTED VA-:'UE AS APPRAISED $$ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $------------i----~ Taxon$-~ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate --I-__ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death COMPUTATIJN OF TAX $--------+--- $--------i-- $--------+--- $--------+--- $----'-----i-- ."-;.:~,..', (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. .:_~d_L_~_~_;_r~_s_?_~t:~~__Eo_~_~_:_oN_;rC_o;_tT~.DUE .':._··:_t--~:-=~""',."~"';-:.-'-,-,·-·-.~t= AMOUNT OF ESTATE TAX ASSESSED $__~__---j!I.L- Estate tax paid.--,$---!l-$1 .'.'.." BALANCE DUE L:..- .Ad.d interest at rate of 6%from ------lto-----$---------1t=TOTAL TAX BALANCE $------1PAID$----'' FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computatDon of tax by the Register of Wills.for proper reason, same should be noted below,with short explanation. I Will t Administration ~No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Late of DAVID .BEVERIDGE .. WASHINGTON.... Deceased County of...WASHINGTON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL ! -- ~, q, --- ""... Fonn RCC-2 '.,...," COMMONWEALTH OF PENNE YLVANIA DArE DECE14BER.."J'O".....1,971....................... DEPARTMENT OF REVENUE RESIDENT Il'tHERITANCE TAX ::;Y/fillH-INGT.ON.............................."~COUNTY.,BURE'aU OF COUNT'y~COLLECTlONS ............. HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•.9.3.~7l~4.1.9....................................................... Whereas,···............······....·..·......DAVID···BEVERIDGE·................·......··...................................late of WASH~NGTON..............................~............................................................................... in the County of .............................................1'lASHINGTON......................................................Ccmmonwealth of P:mnsylvania,having died on the .................................Z.Qt.b................................................day of ............April..........:....................................19·..71..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............DOMIN.lC ...R.......D.elJ1ARIA.....................................................,ar:appraiser duly appointed according to law, having been designated to make a fair and conscionaJle appraiserr.ent of the said estate,and to assess and fix the cash value of all annuities and life estates growing 'Jut of said estate,hereby file the following appraisement: In the event that any future Interest In this estate Is transfelTed in possessloL or enjoyment to coll~teral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expres.;ly reserves the right to appraise and assess transferInheritancetaxesatthelawfulcollateralrateonanysuchfuture11Iterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ l PERSONAL: SEE COPY OF SCHH:"'R"A'1''1'M~l-l''Rn '1'0 APPR.ll t:;'U~'7?t:;I~,ofi; 1 i 1 I , - ~ 1 , , ". form~;V~~hbI'::::~i:W<>l'll~e<:o~~:~a~:t~b~(~rt~"~tt~se~e~s~~~e 1~2/. $'~................~..............................~~............................................. Appraiser..........................?J................................................................................................................. ~~l Penna..................................................,.,...................:.................,.........-................................, ost Olllee) .......WA5.HINGTON....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............DAVID.BEVERIDGE . Deceased. Late of ··,,,WASHINGTON . Date of Death,4~2~7l . Appraisemel!t Docket Vol.,3,8 . Page,l64~6 No 63.~7.l~419 . Filed in Register's Office,p..e.C .3Q 19.71 . Amount of tax due,$ -. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f1'0»1 Appraisement,. Entered and charged,. ti' 11 Rcc-n (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU i)¥COUNTY COLLECTIONS. APPLICATION FOR AND :ONSEt-T TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT JECEDENT ) July 20i 1971DATEAPPLICATION(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the trmsfer of the bllowing securitie.;of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: Consolidated 011 Corporation,now (a)100 (b)Atlantic Richfield Co.(c)..=:.c..::..o~=F'...:.;OD::..::'=-"-'_ (NOTE:In describi"ng secu~ities enter in (0),ab Oie,either the number 0f shores of stock cr the face amount of regiS'tered bonds,in (b),the nome of the isJuing company one in (c)the closs of stock or the stated interest rate and maturity dote of registered bonds.)#NY ,261~719 ,and having a TOTAL MARKET VAilUE OF $---J..JuO+~(:u.)O:u.Ou.,~.IU..1)OJ-------:._ISSUED ONDec.31.1936 (Date) as of the dote of death of the decedent,_'*'D=A.....V....i""'d'--""'B'-"'e'-"-v.....E:l'-'ILr.....1'-"'1.1'lOi£..,.o'---,on April 20,1911 (Name of De :edent)Wate of death) who was late of 830 Allison Ave. (Street and Number) tlashlngton (Post Offke) Washington (County) Penna. (State) The securities are registered as follows:__-=D::.::Q::.:v:...:l::..::d=--.:B::..:o=-v.::....o::.:r=-i=:d=.su.=:e _ (Name or names in which ce·tificates are registered) Gibbon Glade,Pa.15440ADMINISTRATOR)Prederlck J.MeClay,Admr.OTb., EXECUTOR)(Name)(Address) NAME OF APPLICANl G.Ashton Brownlee COUNTY FILE NUMBER C :5'<'.7/-.1j/f{DDRESS OF APPLICANT 411+Washington Truat Bld.g. "Wash1ngt,on,Fa.15,301 BUREAU FILE NUMBER ~~SIGNATURE OF ~PPLICANT _ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APFLICATION,IT WIL _NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEFARTME~T OF REVENUE CONSENT TO TRANSFER SECURITIES DA1EJu1y 28th.1971 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 t~e transfer inheritcnce tax to which the property of said Decedent is mode subject pursuant to the provi~ions of the Act of June 2e,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance .....ith the provisions of the Act of April 9,1929,P.L.343. This Consenf to Transfer the herein described property operJtes onl-"in reference to the estate of the above-named Decedent. Ey cretary of Revenue ~~~ ($igrature) Washington RCC-72 (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Ctf COUNTY COLLECTIONS• APPLICATION FOR ~ND :ONSE~T TO TRANSFER SECURITIES REGISTERED IN TH E NAME OF A RESIDENT )ECEDENT July 20,1971DATEAPPLICATION(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the tra1sfer of the following securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania: now Atlantic Richfield Co. (a)J 50 (b)Sine)air Consolidated Oil Corporation}_(c)Tampo:'ary Certificates (NOTE:In describing securities enter in (a),ab Ofe,either the n:.lmber ot shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and'in (c)the cle ss of stock or the stated interest rate and maturity date of registered bonds.)No.Tl1631 Temporary certific·ateis tor 100 shares No.T04835 Temporary certiflc·ates tor 50 shares ISSUED ON Oct.7,1919 I and having a TOTAL MJ!.RKET VAilUE OF $--""=-lL...>.L...O=("-')("--'"'e'-'::O=O'---_ (Date) as of the date of death of the decedent,__D....s......v......1....d"--""B""e'-'vuoe....r.....il"-"id~g;:»a.....I on April 20,1971 (Name of Decedent:(Date of death) who was late of 830 Allison Ave. (Street and Number) Washington (Post Office) Washington (County) Panna. (State) The securi ties are reg istered as follows:_~D~a~v~i:..::d::.........:B::.::e:...;v:...::e::.::r:...::.i:::.:d=.!g~t3:::..-_ (Name or names in which cer-ificates are registere J) ADMINISTRATORhireder1ck J Cl McClay,Admr.CTA,G:'bbon Glade,Pa.15440 EXECUTOR)(Name)(Address) NAME OF APPLICANT G.Ashton Brownlee COUNTY FILE NUMBER 63-71-419 ADDRESS OF APPLlCJ!_NT 11 Wash!ton Trust.Bldg. VJashington,Pa.1 301 BUREAU FILE NUMBER Same SIGNATURE OF A;)PLlCANT _ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF T-tIS APP _ICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SEQJRITIES DATE July 28th.1971 I hereby consent to the transfer of the above securities now -egistere-d in the name of t~e aforesaid Decedent and waive the filing of a certificate certifying to the payme-nt of th~transfer inheritance tax to which the property of said Decedent is made subject pursuant to the p·ovisions of he Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amendec.This is also in accordance v.ith the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property .,perates only in reference to the estate of the above-named Decedent. \ ~ecretary of Reven Je B)o--IL-~~~=---':~~~~!::::.:·~~ (SignClture) Regis,ter of Wills Washington (Title)(County) Rcc-n (9-68) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS,- APPLICATION FOR ANC CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DATE Oct.26,1911 ,."....,.~(Name of Decedert) i,11,2;1.00 ISSUED ON Sept.12,1971 ,and having a TOTAL MARKET VAilUE OF $_1=3otLL-.9:.....:~7-=.~0~O _ (Date) as of the date of death of the decedent,__.....D=a.....v.....,i=d=-......:B::....:9"-'v'-"e=r:...=i:....:d;:.,;;g;o..;:8:....-,on A!=ril 20,1971 ,tDate of death) APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for CQ1sent to the transfer of the ·following securiti~s of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvanra: 150 Atlantic Richfield Compar~co~on (a)2$0 (b)Atlantic Richfield Compar...y 2.80 (c)CUlJl..conv.pfd. (NOTE:In describing securities enter in (a),ab Ole,eithe"the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in '-c)the class of stock or the stated interest rate and maturity date of registered bonds.) (State) who was Iate of_..lo!8~3~O~Al..Ilo..!lo..!i'-'is~0u,nA-..l!A~v~8!!!.!n~u~9~-W::..a~~sh=ing==o.·~t-=o.=.:n~__----=-W:.::a:::=s::..=h=.::l:::=n=g'"'-t"-.0.::...:'"n=--__--'-P-'-8_nn_&-":__·_·_ (Street and Number)(Post Office)(County) Frederick J_McClay,Adm_eTA The securities are reg:istered as follows:Estate of David Beveridge (Name or names h wh ich c-artificates are regis.teted) ADMINISTRATOR).Frederick J.McClay Ufamx>1«)(Name) Gibbon Glade,Pennsylvania (Address) NAME OF APPLICANT G.Ashton Brownlee 414 Washingto~Trust Bldg. COUNTY FILE NUMBER 63-71-J~19 ADDRESS OF APPLICANT Washington,Penna.15301 BUREAU FILE NUMBER 63-71-419 SIGNATURE OF APPLICANT.~a~~k NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTIOH OF THIS AP;'LlCATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNEI:TO ""ou FO~COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES 0 t 26DATEc., I hereby consent to the transfer of the above securities noV'·registered in the name of.the aforesaid 197~ Decedent and waiv~the filing of a certificate certifying to the paynent of Me transfer inherit:mce tax to which the property of said Decedent is made subject pursuant to the provisions of the Act'of June 2'J,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is a"lso in accordance with the provisions of the Act of April 9,1929,P.L 343. This Consent to Transfer the herein described propert)opelatesonly in reference to the estate of the above-named Decedent. Signe~he Secretary of RevenueBy;~~?h~.ssso(Slgiature) Register of Wills,Washington (T'tle)(County) r----, II am the attorney of record for the es- tate or the transferee shown on the front of this form.I do hereby person- ally guarantee the payment.within the .time pre,sori bed by law.of Any Pennsyl_ Vanja inheritance tax whi0h mEW be due on the tran.'~feJ'of thp S00uJ'ities listed hereon for which a consent to tranSferI:is granted. !~-l-6.Rj..~~/'(Date)(Signature) Form"RCC·10 • OFFICE OF THE;-.,~ REGISTER OF WILLS I I .. WashingtonOF~~COUNTY AND AGENT OF THE COMMONWEALTH '3·7/~'i}~ STATEMENT OF DEBTS AND DEDUCTIONS DEJUCTlONS ALLOWED IN., THE SUM OF $. DATE APPROV~D .......• Rllgisler of Will••Ag.~t j ESTATE OF David Beveridge •City of WashingtonL..TE OF __...::---=~_ DATE OF FILING APPRAISEMENT DA-"OF DEATH _....;A:.::p=-r_~_·1_2::..0_·.:..'_19..:...7..:....:.;.1 _ DATE NO.OF NAME OF PAYEE I REMARKS AMOUNT VOUCH..1t Le.lters Testamentary and 4-26 71 Russell Marino,Register sh0rt certificates 37 00 8-30 71 Russell Marino,Register 3 short ~ertificatea 3 00 1-19 71 Russell Marino,Register Attested copy of Will 1 50 Reimbursement -estateG.Ashton Brownlee notices 28 00 6-11 71 u.s.F.&G.Co.Pre-J:!.1iurn -adm~nistra.tor 1 sbor:..d 860 00 10-2E 71 Martha Herceg,Notary Public oath to affidavit 1 00 lO-It 71 Russell Marino.Register h short ·~ertificates L.00 7-13 71 Frederick J.McClay On accou:1.t of administrator IS ('.OIQYl;~q i on h fI 000 flO 12-1C 71 Frederick J.McClay On account of adminis trator IS..~~~",,,,.;,,,......S.OOO 00 1-~2 Frederick J.McClay Balance 12,000 00 1-72 G.Ashton Brownlee Att-)rnev:s Fee 21.700 00 Russell Marino,Register Filing Account 25 00 6-5 71 Washington Hospital iMaintenar:ce c;OJ,I"C'r!H1 20 6-h 71 Viehmann's Pharmacy Drug bill 47.p9 6-5 71 Viehmann's Pharmacy :Jrug bill 48 35 8-14 71 Kurtz IvIonument Co.Inscription on 30mb~t.oYl~,1C;C;o 5-3 71 IW~!~iam G.Neal Funeral ron€ral bill 1.891 00 5-4 71 Malcolm L.Morgan,Co.Treas,197]county real estate 102 77't:!=IY c;-h 71 IMal/'>l"\lm L 1II1o"J'>0'l'ln.Co.~071 Pers·)nal Property 390 saTreas:f.lY 5-3 71 Alice Eklund ~ustodian and caretaker -80.\~()Al1-t~.....,...I\.00 6-5 71 Alice Eklimd Custodian and caretaker -100 00..........T.T-t .....,...,.,,~~...... S-h ~l McWreath's Dairy M~lKl1iIl Tor Alice 7 1hBklu.L1.d S-!J.71 West Penn Power Co.i+frtricA.bill -830 7 1.<..=l on :-~~..- 6-11 71 West Penn Power Co.Electric bill 7 36 6-5 71 Bell Tel.Co.Phon9 bill 12 41 I 5-4 71 Columbia Gas System.Gas bill -830 Allison Aver;~e 31 00 I "Form'RC C·10 ( .. :;.~'.OFFICE OF THE.-' REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF D.EBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN ...'0:4.11.v'l THE SUM OF $. ({,~/71/ DATn APPROVED/I ~'0........~.,~UtJ~--~ Fegisler of Will~l:tt • 1.0AA ,.NiP [1.',.uLA.I.~..ESTATE OF _/J'i:.~~::a~r~·rJ.~~~~....~X........__LATE OF _, DATE OF FILING APPRAISEMENT DATE OF DEATH --_ AMOUNT 31 00 10 18 10 ~? 12 90 1'38 06 17 10 <t~S\.t)0-(). I t--.vz.,.5'-0, REMARKS F'ire in3urancepremium ., gas bill Payment:· NAME OF PAYEE Blue Cross 1\ McWreath's Dairy I Milk bill for Alice Eklund Columbia Gas System NO.OF VOUCHE" 71 71 DATE 6-11 71 6-5 71 Anderson &Pollock 6-11 6-11 Mellon~National Bank &rental ~ee-safe deJosit6-28 71 rp.y.1J!=!t.1:0 hex -1~~~---!..;~~--l-l.:..r.:.Liu::u..~~--------_+--!:o!.l~----------___1I__-~;_--..L'- 6-5 71 Bell Tel.Co.Phone .bill ~60217.21 ---+----+----l-----------------+-----------------+--~..+__- ---+----f.----+-------------t-------------i----t--- I--~--~---+-------------__l--------------+_--_t-- COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _..:.;W~a=s=h=i,;;;;n;:i;gOl...t:...o.;..·=n;se: I,....Fo;..r~ed..lile!.olor....iilo.lc....kD...._...s.JI...;.~M~c~C!.olloJaiiloy:,J_,J,-~-~HEREBY CERTIFY THAT.TO THE BE.T OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMEIoIT OF DE3TS.FUNERAL EXPENSE$AND EXPENSES OF AOMINISTRATION SUBMITTED TO THE ESTATE OF David Beveridge DECUSED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES._.~~.9,.Ab=1 d YV"L C ~ DAY 01"J ~(L.5.). ~(I ~.."',..-.. I \I ( lJu tbt ®rpl1uus lO (!tourt of l!llIusl1ingtou <!Louuty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate oL ~.e.v:e.r.i.o..g~.t ~"Y:id.No..Q.~~'!".7.1,:,.4H.,.bt..Qtr Term,~9..7.?,AA •••••c.·!••F.r.e.d.e.riQk..J....M.QQJ..~y.,...A..Qm.:r.•...................<~A~JJ..t..Q.~..~ro.:¥'mle.e.,....AttyA•••••.•••••••.••••••.••••••.•••••••••••••••••••••• Affjdmdt DatE!of death..~P.~~J..?9.t..J~.7.L _..Date of filing Inventory Appraisement ~.c?:t!~J.?~f..1:,.:...J~.?~. ASS8SSROl8nt TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County,viz: IT E M Valuation ]972 125 sh Columbia Gas 3000 sh Lone :Star Gas 400 sh Northern Natural Gas @)27.00 @ 4!i .!iO i078.l2 .R I()()()()() 18200.00 392.46 -. " Year Inventory Assessment Valuation 12%Assessment Tax at I .0%Collection 6%.Interest Total ClaimAppraisementReturnedPenalty4MHlsPenalty5%Disc. 19 72 103280 ~103I8()e!.-_.___t."4l~12 20 36 392.46-----... 19 19 19 19 , 19 Please make check payable to Washington County Personal Property Dept.TOTAL CLAIM The foregoing is a statement of all items taxable as they appear in the Inventory A:>praisement,Affi- davit or Assessment filed for the purpose of "determining the Personal Property Tax on said Es~ate. ..J:9...~h day of..~.r.<?~.......................19 n~.A.V.CAPANO,Solicitor ~I y 4 y ~v yNo.R~~IJ~~.l9,..1~:LQtr....Term,19..7-2..._.__,AA y In re Audit of Account in Estate of ..................Ee.v.eridge*..Dayid _ _.. ,AUDIT Jrarripr for 1\ppraranrF FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX -1 -F I t.ED; '72 AUG 22 PM '+01 RUSSELL MARINO REGISTER OF WILLS WASHINGTON CO••PA. ./.l ) '-, '-Mi , y ~9 A.V.CAPANO, Solicitor \ \. R CC-49 (8-7 t) COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE, BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DilVISION HARRISBURG,17127 PENNSYLVANIA E5TATE fAX DETERMINATIOH was,,"I",e,TU P\ Cou"Ir'j / Date -RGt 7 <13 Estate of:__DfhJ,j 13 E\leu.,')J G E Date of Death Lf 4 J..o I 7/ County WaJh,h9 ro h.lH(rJi·Jt.1~' Bureau File No.£':,3 .7/4 LfJ ~ 1.Taxable estate per U.S.Estate Tax Return,Form #706 F"E"L 8·11..i 2- ~ 2.Taxable estate per final change in Federal Return dated 3.Amount of credit for State death taxes. As shown on return form or final change notice ($,5 LJ I ~,O"O) As verified by computation $~q,(,&6,(TO $------- 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) $JO,oo:.>,uo ~ J 0 <OP1J,(J"1J 8.Less:Previous payments on 0/c of Penna.Estate Tax Date of payment Amount of Tax paid $._----~ Amou1t o£Interest paid $,------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per arnum 11.Balance of Penna.Estate Tax and interest due as of _ Prepared by ~NW «1Il!\JnA"':DIJ1.$UfUI\.. (NAME)~~(TITLE) Reviewed and approved by _ (NAME)(OAT ~) 5ubrecf 7""0 ReJe1fflt\'\I"lco"-fOs-.. Ltp,)",-R(~~/pr of Ft'd(P.Q~ F"t:el,LerT({t. RCC-Bl (6-711 COMMONWEALTH OF PENN~YLVAN.A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLE.CTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT FREDERICK J.McCLAY (Executor or Administrctor) IN YOLR REPL'r PLEASE R=:FEF,TO Inheritance lax Division j In Re:Estate of DAVID BEVERIDGE \~ASHn~GTON Count:--Fi Ie No._6_3_-_71_..._41_9 _ Dear SIR: SUPPIIDA£NTALYouareherebynotifiedthatthe-------=-------------- appraisement in the estate of ['AVID BlWERIDGE has been fi led in the office of the Register of Wi Is of ~fASH.D!GTON I County on AFC";.U,ST 211, ,19-'12-,Said cppraise-ment reflects the following valuations:- Real Estate _ Personal P roperty ~2'1'L3C~-'S!!!..~SO=-_ T ransfers ..1.4....,....5.u6....9E..e.cf,,;S"""1~_ J0 intiy Owned --=-;;----,~--;-=___---- TotoI ---,-=1~6JL:8=-:?-=.8--=-•...::...61=-_ As to such tax that is paid within thre~months from date of deahl,a five (5%) percent discount is allowable.As to any tax t~at remains unpaid after nhe (9)months (fifteen months when death occurred from Decenber 22,1965 to June 16,-971,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 annLm is charged. Any party in interest who is aggrievec,by an cppraisement may Qppeal therefrom as provided by law. Da'te AUGUST 24.1972 DATE OF DEATH:APRIL 20,1971 Note:This is not a bill. Signed __F_3M_l_C_E_S_LEO_,_ Title CHIEF APPRAISER ft,·'". "-~<.'.\.'i;!" RCC-S9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ... Estate of BBNERIDGE,DAVID'. (Last Name)(First Name)(Initi~l) SUMMARY fDATn OF PEATH 4-20-71 FILE NO.63-71-419 REPORT OF INHERITANCE TAX APPRAISER WASdINGTONI,the undersigned duly appointed Inheritll:Qce Tax Appraiser in and f:>r the County of~_ Pennsylvania,do respectfully report tl!at I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item ,n the last column to the right in S·:hedules "A","B","C",and "E". Dated:AUGUST 24,1972 FRANCES LEO,CHIEF APPRAISER INHI;:FHTANCE TAX AFPRAISER REPORT OF THE REGI5TER OF WILLS WASEINGTONI,the undersigned duly elected Register of Wills in and for .County,P;:nnsylvania,do respect- fully report that I have allowed deductions in the amountsclaime!i by dep'.nent,excep~as to those itens where a greater or lesser amount is set forth in the last columh to the right in Schedule "F".which greater or lesser amcunt represents the sum allowed as a deduction. Dated:__--.--......----..,....... REGISTE'R OF WILLS .. 2..308.80 14.5b9.81 $16,878.61 none 16,878.~1_ $2.308.80 14,569.81 16,878.61 none 16,878.~1 VALUE AS REPORTED .,{ALUE AS APPRAISED VALU[AS REAPPRAISED .:,i $+-_INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on'$--+-__2% Tax on $--+-.....-__6% Tax on $------_---+-__5% Tax on $10% Tuoo$1~ ~~ptioos * Total Estate -I--~ TOTAL TAX COMPUT\TION OF TAX $-------,4--$---..,....,;,.......--,4....--$------.,......j.-- $_----,4-- $_-----,4..,....- (*)As ¢videnced by Charitable Exemption Certiificates issued by the Secretary of Revenue. Less tax previously pai4 BALANCE Less 5%of tax if paid within 3 months after 4eath ::.:::::~..;:*=:~:;::::••:o:::; BALANCE OF INHE~TANCE TAX DUE $$_.-.",....~..C.'..'Add interest at rate·of 6%from_____to ..,. AMOUNT OF ESTATE TAX ASSESSED $......;.._-_........--I~ Estate tax paid $---lL..... BALANCE DUE $;_-......;.._---.J.l- Add interest at rate of 6%from ---_--Ito--_--$-----~E.....TOTAL TAX BALANCE $__--.,.--..__.. PAID $_---,.--.,......,.,..J FOR USE OF REGISTER ONLY ADJUSTME,'US NOTE:Where subsequent adjustments are made to ~he above computati.)n ofta"by the Register of blills,for proper reason, same should be noted below,with stu,>rt expllmation~ Will Administration !No . IN THE Year . ) MATTER OF THE APPRAISEMENT OF THE ESTATE OF DAVID BEVERIDGE Deceased ,;1-- Late of County of .\vJt~I1]}rq'r9N WASHINGTON ·r:-. ~." '0 ~'.Commonwealth of Pennsylvania REPORT AND f\PPRAISAL .\ f,,,; ••J I~(1l ..'~ -_..... ~.l..,.. ,i I l'""onn RCC-2 DEPARTME~~T OF REVENUE BUREJtU OF-t;OUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVM~IA •iRESIDENTINHERITANCE TAX APPRAISEMENT DATE AUGUST 24,-l972 . COUNTY WASHINGTON... FILE 1'io'0 QJ..~71~.9 . Whereas,.P.AY+.P.~W:::RIP.G$.late of W-!\.$.tI.~.+..QN . in the County of WASHIN.GTON Commonwealth of Pennsylvania,having died on the ~h day of AP.:RI.~19.~,seized ar.d possessed of an estate subject to Inheritance Tax under the laws of the Commonweahh of Pennsylvania; Therefore,I,:f..MNG.~.9..J:¥Q ,an appraiser duly appointed according to law, having been designated to make a fair and conscionablE appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing ou:of said esta:e,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession o·enjoyment to collate'~al heirs'of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to'appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest.=========================;r===:::::::w===== Description of Asset Unit Values Appraisement Made for InheritanceTaxPurposes -------------------------------~--+------llt-----~-$ TA4 RE'l'URN FORM NOT REPORTED IN THE ORIGINAL INE1RITANCE TAX RETURN.DEEl.fE.1)TAXABLE TRANSFER AND SUBJECT 'RO TAX.UNDER THE 1961 ACT. 1.PERSONAL Unpaid dividends on 150 shs.Atllmtic Ric-hfield Company cormnon stock,and 250 she.Atlantic Richfield.Compar.y $2.80 pfd.stock,from June 14,1969,to April 20,1971. 2.Pittsbu17gh National Bank,Washington Pennsyivanla Office -Refund rrom I:)IfrllL uepOS1t.Jjox 3.Three pieces of jewelry .""'.'..... 10.PO 4.Chest of silver TRANSFERS .T 300.PO Mt.Labanon Federal Savings and Loan Associ'tion-Savings Account----....:....---------'---~~--~-'-----~-::..::------.:---~'--~--=..:...=----+-----tt------4--, No.'Xl 97 in the names of David Beveridge in Trust for Ma.ry Beveridge 16.878.~-------'------------------'-----------------+----ft-----"'~~~r--, TOTAL SUPPlEI'/,ENTAL ASSETS· A.J.MERVA-Supervisor Awzust 2L..1972 I~---------------------------+_--__H_----+---I I ','Having been duly swo.rn according to law,I do hereby certify that the above appraiEement is made in con- formity with law on this . ..J...¥.....day of a,"'Wo7l[,Lj ¢~;,......197 k',....(.~<"'d,d2~·I.~Ct~c7~l rf3'~<AC--'APprai8er .........,~/:/~-.~'{...y.~n:~;"';:~t~~J_.L L(f ..... ""iJ:""'''.dLO'''<':;i'Oi;~i~Penna. WASHINGTON County " t; RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .................PAVID.BEVElU.P.GE.. Deceased. Late of ....WASHINGT.ON .... Date of Dealh,APRIL 20~19~~. Appraiseme/!t Docket Vol.,~.. Page,/£..4..=.4.No 63.~71.~9.. Filed in Register's Office,.Augus.t..24.~...19.72.. AmounJ of tax due,?J .. DEPARIMENT OF REVENUE Received, Examined and Approved,: . Wrote .abaut Appraisement,::. Appeal f,.om Appraisement,,.,; . Entered and charged,".. .;;:.r'.-. '.';,t .'~, ~., '.. I,'.' -3 ~-/:('sL~6 tJ-7/-t./I 9 IN RE: J PETITION FOR REFUND oj Transfer Inheritance Tax. AND NOW TO WIT A.D.19 7''I certify that the following is the act:'on of the Board of Finance a:ld Revenue of the Commonwealth of Pennsylvania in this matter: "And now to wit A.D.191", Refund is hereby granted in the amount of $1.'&J.ge.«~ BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M.SLOAN,State Treasurer and Chairman ISRAEL P ACKEL,Attorney Genera1 C.DeLORES T::JCKER,Secretary of the Commonwealth ROBERT P.Cl~SEY,Auditor General Copy mailed to:,on fb - RC\-49 (8-71) COMMONWEAL TH OF P ENNSYL VANIA "DEPARTMENT OF REVENUE Bl!~EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 " PENNSYLVANIA ES1ATE TAX DETERMINATION ~Ild.. (:'11 'f';-J CL as.LrR.. / J ./ Estate of:l)alJlJ Be.\Je.~d q eo I Date of Death Lf ·10 .']I County l.D RsH l'Yl q1'fih yp,3X.JG4.6 Bureau File No.(,,3."'11.41' Date Pu a .1 ':\19 I••I "-7~ 1.Taxable estate per U.S.Estate Tax Return,Form #706....... 2.Taxahle estate per final change in Federal Return dated [:leJ gb.1,'?3- $c~qt ~lC (~ $~.,..tl ").£:ql./.'0"",.....ow,.f . 3.Amount of credit for State death taxes. As shown on return form or final change notice ($£;,54-.5'1 I-As verified by computation -- So $jig :{3"'.02 •. 11.ifM..4''" 4.Penna.Inheritance Tax due and/or paid 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) 8.Less:Previous payments on a/c of Penna.Estate Tax Date of payment Amount of Tax paid AmoJnt cf Interest paid .......$,------C.1'_ 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 ~_ Reviewed and approved by _ (NAME) 3 fl.a",l'p~ Pa,cL Rf'r~lIcl&( (-ITL =..,.., I ~~e.R",7 0 r-''1(,1..99 3 0 t 01t7J .lYV '"1 ~l.tt¥ ~~.237 02.. (CCA T E) In the Court of Common Pleas of W~s,h.ington CountJl>,?ennsylvania , Orphans':Court Division No.63-71-419 \."',,!".State ;"r'peM~11'lan.ia, -.I.",,',•,"t·.~.,cOu.~tt .of'W~8hlngton : .)'.' f SEf:J. } -..-t P ,'t-. ,P~r.o:n~111 bttol'e mo"the \1ndol"elm'led au.t~()r'1 tY',.• ,. "'NO,tal'7 Publlc in 'and t~r..·8ald County and Sta.te,nppear-ed I"redtlrlck ••l>'w fl.11001&;-.who ,boln.g d:ul,.·swora a.coo~11ng t9 lawJ 4epostls and -'.,;~_I...:.....-f..I S''''$tbflt be ·1.t~e'Addrd,.t~t\tor C.1:.A~'ot the:Bstate 01'David B$'verlds.#deOGatHid,that the tor~gQlng echedu.lo8;oOJ\stltuto a ,,. compl.to Invent.orY and Appt>at'tu)men't of theJ:-eal and personal R .., • ••tate of David BeverIdge.4eceaa$4,excoptreal estate outaide tho Co_ollwealthot P4u1tis'1l,v'anla;t1:f.atthe figures ~ppo8ite each item or'real and personal estate 1nthe1'oregolns aohedules !\re, detel"tUc$d aml stated by,,the.U1l4e.-tiigno4to be ~~...tEd,l'valuo ., ,or .ald'items a$o.t the da~e of th.a dec.dentts d$atb•.baaed upon a 'just apPJ'altH•••n:t.·~t tle.C!:l.item,~ad.\>1 the'6'bove named ·Adm1nl.trato~c.T.A. ... me '111$......_4....t_h_,daJot·,.,'.......' __._._O_c;,..t;,..o_b;,,;;e;.;r.......__;1971. 'Is!"Russell TJ[arino Regl~~e~or~l!ls lid . : "Inventory and Appraisement ot the goods and chattel t 1"i~hti.and oredita whicb.w.r$at Davidll.ver.$.else.late or ott,.'.~.,,.......... of W.abb1gton.Washington Oountyl'Pennsylva.n.ia,talton 'and mado \in eonfo~ity witb the above.affidavit. ;:[5,r r:, I ,,tj.,'l~,. ... .''. ,' '.,Pet"$l)ualtl ",'. .,_.......ill _.• '. .' ,, ,.'Bank ACCQu~ts;It...--"._.t S.vtnSli Account W,o.'2052998,Pltt$tHlrgh ,",' NatioMl Bank •'David Bovorldi~,"·)3.123.00 ,.,. aheOkl~Acoount ife>.,112-1402;j(allon rfatlonalBank.WuhlngtQn,Pa", OftlCh) stocks..-........ 125 ahares CQll~1~'Ga8 and Electrio' Corp ••comon )8~31~S " " .4;189.06 .f "..r ~... ·),000 $ba1"flS L.obe Sta,r -,Gas,cokP.tm1 •.'.i '"'•.co_on 25.5625 .'','" ..t...76,681.$0 ~udgm$nt note of ~ho~as Beveridge wld'Uraella '. neveridge or Kersey,Penna,lvanla,tQ Dav14 Doverlase 1nthe lUIOW'ltQt $2,500.i.)O,without l~t&r••t,end ,date4 Jq1X lUI :12!t9.~.lio "notatlQn nn this not.•,o1'any pqment on'aooount of the' principal debt.Attep ao 1--tutrs there!.a ., px-e.tun,ptlon that thht note ha.$--boon pilla and .It i.a appralsed at no value.'". ,I I ,I ". ,, 5,)8,725.31 " .~,f ., .' ....'"..'......Total '" .·.)bl,.960.as........ Temporar,C..:rt1tlcat.So.TllbJl for'; 100 sh~ea Slnolalt-.OQn$ol14atect,011' · .OO~P.i c<)J:M1on(dat*d.·OctQb«r 7.-1919)' ,' ·temporal7 Certlticate SO.ll'Oq6,lS rOf"'!So ahares Sinclair Oonaolldat<td Oil . Gorp.j .common (4tt.tad Oot()li~,1"1919) '..O.rtlflcate No.ft26411ci tor 100 s.hfU.•«Ui ,Coc$Ql1dated.Ol1Corp.',cOt'tlnon (dated· 'DecOltlbGl'31,1936).-:'.. t:eb.aboV'.tbre6stock (h..~t1rl;()at••.~.1"'..xobanged· -altorthe dsath or D4V~4 B~ve~1dge tor t~.following .tock$~... 150 Gllapes AtlantlcRlohtleld Oompany, common 74.875 ·11.231.2$, 250 sh~.$Ablan.tio i~clu;$.old"Co-ro:panY, $2.BO pl·d..55.75 .j -,l;J.9~!".R2 Unpal.d d1'v$,dends on ·th.Stnela1~We ' Atlatt1)10 Rlchtie14 et()ol~.,ilbe &lllQunt otth$sO dividend.are unknown at this' tS:w,$bUt tlle 84m.will eit-b.t"be lnclua,&4 in tbo A<hun1atratori sAQoo-unto:!',in'a Su.ppl.emental Inventory and Ap;pr.18~nt ;1 400 '.Ib~.s Jort;hern,!l\tu~al',Ga$':C<?·j.·.'r··'".'• ""common 54 .2$':..'~t,'.'.-,.?~j700.00 :ir !•j r ."f.\!';("!r '";".r"."" ·9,350 shal"es '!:$xaoQ"il19.,ocmm.on )6,681>"''.. ." .......~-..-.',.i '. -NONE -" :\ \\ ..".. .... ','" I'II " -.r.-""'" hol,-," '! -""..,. .......... "-"l~...\,.. " " '..~ ..' .. .' ," '-'·',1,oJ-.'!• -'...s;... ~-,c:,.....;.0..--i;...;...... ~......f fr0-';' {'O,t'tt,! !:r"~...'..- -r f :! ~..............-... "" ., ~" '.-,~ ,. .,. J,' ,. ,"'.' .. ,.!'. J ~0. '. " r r'rq~ .. -...l ,C'I :;,;:ac::: C"? ,f') ,C""-.) ,.1.:-. ,". '\ .', \..:;.....~/ .. '.. ~,. l , ,}. ,. ~..".... .. " " ,.• I 'I I '" '~.,. ,' I I ....J .. ,.,... "...'!ftlda,vlt or ,t\.4~nJ.atrDrtpruC.I!'.A. Stiat.·ot,~entl.11vanla countr ot ~t'l8bl~to~' ) :S5: ) t~r&cMll1beto~._.tbeund.~.lnn<td ~uth(),.lt"," ttot~!)U~ltc 11$and .tot'_14 COUnt1 ,An4 State,aPP.U'i)4 ?tte48rlck 3It i~.Ol.,.who,bolns 4u11 .a:"'Ql"u ..c.ordb~to l~w,dopoI.a ana,".. •",.thllt b..,1.tih..A4rd.rdatfl4tOl*O.,1'.At...ot tb.S.-t.;;.of David,.••••+ ,:S&.8r1~i.J 'd""'llatd,that 'the.,tOtt'~OlAS oohetluloa 'oQtlstltute .. ,.. co.,l-.te ·tn••ntor;·and APP-tt.l••mfi~,tJ of 'tl:u~real and pel'Bonal.. .. ••tat8 otDavld ~v.rldis••d"o(l$tti,'e~e.Pt ~.U'est..t.outrd.de' tho .Co~o~".altb'0,'P6,n~~·J1.V~~$.~,i 'that tb.~1~08.~pp~e1te.'eaeh· ~._. .1..._. Itef;3)'ot r..al'~personal t.tat~1n tbe ,or:esoiq aobe4\11es are, ,~-.... -~.",.", detems.Qo4 '.ami·stated.,by "~"-U1l<l#)l".1&n.o;4,to be th.tal~value •>&~'II _~~~'f'"~~..•,:.' of ••1d itezrt...aot tbe.fiabe'ot.'the<d.ce-4ont'a d••tb,'1:..,••4-~.'~.;....-'5-·-, upon a j\18t appr"l.tmento:.a;ch .tt&~,~a41 1>1 ·tbe abe".fUUQGC.--.....".~-. ',AdJd,u.tl'AtoX-(].T.A.' ....-'If.• ,':.-:,.:::...."'.: '.iI.1 .:.tt(W' I ' .~.Iuv.:nto~,'a.n.d ,APP1:'&lae::U$a,of tbe gOoda and o~att81. rights I\nd c~dit.which ""ror>t David :a.v~f'td8.,late ot Cit,..'...'.,' otlluhlqtOIl,W~blngtonC()unt1,Penna,lvanla,~akf)n ~nd made ln eonto~tf \:fltil 't~.aOQ1Ul a!tldaYlt. _'.r-f , I Mt';:.;.'I , --~-- • I .' _.~;;:;...' ,J ..' ,, .""'l..--.." -~.+ ,.'1,-"': ...,- .Bau ,Aecov.Q.t);.~.,!fT*._at ." ,Savln;s'Aoeount 'Mo.'~O,)2998;,P1tfHsburgh'.'i liat1onal,na.nk :..ll9.,,14 aevOl'ldse,"3~.h72J.~O',· ,, Ohecklna A()coun~11()~:tt~.14Q2,t t·{all.,;;. Natlocal Ilank,?1..eU:t!~ton,~.)A..'.... Otr~c.."l.4.&69p-l:i 46.419.7, ,,.,-,. The"abo••~~~stock ••z-tiltl,ilJilt••w.~.$xchangec ' . tttter 'the doatb 01.'David Bov'$1'1dg$'tor 't~.rollow$-ngatoo'Ka t '.,., .' ., V', -S,toPk,f - .,',.,._,',".li -,;~')~·~I..,I :~T ;.'_):"il "'1 ~..:t .'~._~'''''.'~l 1>/4 ' '12S ahatt$$~QQlumlH,a 'GU·and.,~~"etr10 .,~,:. .'.Corp.,Cto_n 38.312$,4.189,:06 ,;.()OO '$haito.'~on$Star Ga~Co~anl.:'. .'" 'cq_on'"25.S6as ',.,"..•.',.". "_;.'16.687'.50 ".//";:/."..",',"',ii":,'.::'"....,.;.'.,\.......,_ 400"tlb.ar..a.o~'h&M li.tv.·l C.,a·C).,' OOW'lOn ',4.25 ,:,,,21,1OQ,.OO . ''.t'-'.9,)~Q .aM1"'~s :ro:l:aeo ...l'nc ;~·.::cu)~n ""," lB.b81S.·" ,..''~~..'.)61,900.2$ . ,.;..-.~.,-;~_."It",., Tompor-Uf.c.:rt.tr~c.t.No;-jl";'l~31 'tj>J4 ~';"',: c'100'81'10$'Slncla.lrCon6011ttlit$it',011..'"'.Co~p."OOlltllOl).'(datod.oo.tO"Xt '1,,'1919) •~•~\.•..--:.t" T&lIltjO~U1 ,C~n..tltlcatQNQ..1,104<::.35 to):'-so '. . ",_.ba.rtlJ 51nclallt aonaol1da~.4011.,.' Corp,_.e~on '(dated ·Oc~ObtU'7,'1.(19) ,(hir:t:U'loate 1IO~.·'Nf264119tQt!'.100 abar•• 'ConGolldateO Oil Corp.,o~n (date4 DeCU)~lbel1i'31.19.36-),.',"". " t oi.·.. .- j , "., ,,. ,. 150 ob.l*.o Atl.~.tt;lt",nlcht1:t)ld:nom.p.an1~CQ~l1 14.:tl1S ..... ,.11,.231.2$ ., " ,.. 'Unpaid dl'v1dendtJ .on,th.0Stnel$.ll'-, .,.tltlantlc:H1chtl$li ..toe~la.."be ;.Q,l,ult .,, ' or ·t;b$~.,·(llv1dondn ar.~~ovn,at ,tide tlmebut -the tual1l0 '11111 (llth6r b..-included .in thOA4m.bu..tr.atQrf IS .Ao.eount "01"in fl-.',.SupP1•••t~1 '!nYont0t'f.ancl 'ApPl....t.eMnt ,.'-.",~,......lJud~1!tnt note ot jlh,o~Q8 8o!er1dge ttl'ta !1raella·'·.. .a.Vf)rl,'1i;,.or.it~~.o1,P·.n.ns11....ull~,.·ta;)f)av14'. ~l.Vo~lda.In ,th,..amount Qt-$2,$00.00,.withouti~t.1'*$$t,'andd~tQd JU1%"18&\242\.10 'notat~onu~tbi8'tlo.t$ot an,pqmfH1t.cn aC(2ountot the' p:t"lnoipal d;el?t;.Atter 20 lear.thaI"•.18 a '·pt-o$Uflij)·tionthat this no\o haa bOflt).p.-1\1 an4"It.l.·4pp~al.$datno.al~..- ,..',f ','f !.otal·...••..•..'oj ••• .. " ". "'.' '. '. .. " ;.1 I \.'1 , \,,'