The URL can be used to link to this page

Home My WebLink AboutOC1971-0521 - ESTATE OF MECKLEYPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .............. ~~~~X" ... ~.• ... ¥~_q~-~~.Y. ................... . N 63-71-521 0 ................................................................... . Fiduciary ... ¥~M~E:-~~-~~-<?.~~~--~~-~--?:~~---········ ~?::':1:~~--~~~P.-~-~Y.-~ .. ~~-~-C::.~~?.?: ......... :.:.: ... ~ ......... . Deceased T Date of May 2 ' 19 7 1 Date of May 21 ' 19 7 1 Dec;:_edent';; death ................................................................. Grant of Le!tters ................................................................. . This is the.: ............ ~-~-:.~~-::-~~--f.~~-~~--:~ .. : .. :-: ... :.:: .... : .......... ac~ount filed in this estate . • -' T • ~--~; -• • • ' --., ,_ ( .• • -_..-' ) > lf __ the_r'!! have been former ·accounts filed in this estate, list file number or number and term ........ : ... :.: .... : ............... . Election to take Date Election Place of; Under or Against will. (cross out one) N. A. Filed .................................. Record .............................. . Name of surviving spouse ............... .NQn.e .. ~·········" ...... _ .. ,._ ... ,0 ................ -...................... ~ ••• :." .... : .......................................... . . , I . -· • Lis_t lssue,~-wher~_ ili~tertql_: ....... -.- ·' -.. ' ·-........ .. :-: ·Did decedent marry~ after execution of will? (indicate) "'fa6. No. Any children born aher execution of will? (indicate) -. ... -. """ . .... --. ~---,...., .. .... . ~ --.. -: . . . - .. --XJs. No: If ~nswer. yes, n'~m~. t.hetii .... ~.:-.: ..... :.· ............... y------··---~.---······: .......................... : ............................................... . ' . . -----------------------------·---·----------------------------------------------------------··-------------------------------------------------------------------------------------------· Leg.atees John Henry. Meckley Thelma Fitting Vanderslice Dolores Fitting Jacobs Paul E. Fitting, Jr. Relationship Stepbrother Niece Niece Nephew List, if exceptions to above: Adeemed: "Revoked: N. A., If partial intestacy, give facts: Interest 1/6 residue 1/6 residue 1/3 residue 1/3 residue Fiduciary, if deceased or not sui juris Lapsed: Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and alii· crediors entitled to notice (Court Rule No. 9 paragraph C: SE;!~tiQQ 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give ca.use: ............................................ .. . . ' ( . ) -~ \ Fdecopy of Not1ce N b 1 . 1971 ' and date of mailing ............. ~.':.~~--~-: ..... ~ ............................................................................................ ;······--·--······----·-- Is estate subject to the filing of a Federal Estate Tax Return? ........... ~.<? ...................................................................... . . . ,-.. .... ') ' Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.?.,_1:.!.?. .. (~-~-~.?:~.9.J~~-~--~~~~-<?-~~~L If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . None ·---·-------------------·---------·---------------------------------------------------------·----------··--------------------------·-------··--------------------------------------------· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None 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 ' " I ~ 1\ _) J Balance for distribution per account, P tte111ize aQY additional debits not shown by account: nnClpal-Personalty: Treasury of 0. S.A. S. S. benefit for 4/71 and accrued benefits for mos. :Jan. thru April 1971 $ 221.00 Proceeds of 5 Ame.rican Trave"lers Cheques@ $20 each 100.00 Income·-Personaltt: 321.00 G.E. Credit Co • ..;::interest 10/20/71 thru 11/3/71 20.16 RCA De,mand Note(5-interest 10/6/71 thru 11/5/71 4.62 Total additional debits (Add) ltemife any additioraal credits not shown by account: Principal-Personalty: __ Accountant's compensati:On on additional assets Register of Wills: Filing First and Final Account Income-Personalty: Accounta:q.t1 s. compensation Total additional credits (Subtract) Balance for distribution $ .................. ;H:_?_,_:VL .. $ 16.05 17.00 33.05 l. 24 r.:~-------------3.4 ... 2..9 ..... $ ... t Q .&J~}.~-~ -~]. ____ --------- $ ..... u., !5o. 36 -----------·--·----------- If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); PRINCIPAL-PERSONALTY General Electric Credit Corp. Demand Notes(To be treated as cash) RCA Corp. Demand Notes (To be treated as cash) Cash on hand INCOME-PERSONALTY Cash on hand -' '~ ' -~. -----~ -- ' $ 9,000.00 1,000.00 939.04 211.32 $11, 150._36 ._._ .. If Family Exemption claimed by Petition, give place of Record: ...................... ~-~--A··---------------···············-------------------- lf Family Exemption is claimed at audit, give name, relationship and basis for Claim: ......... ~~---------------------------······· List any advancement or distribution on account that has been hiade, and nature and amount of same: None Suggested distribution of ba.lance shown, both as to principal and income, attaching signed and itemized elections -:: to take in kind if balance js not in cosh: residuary shares being stated in proportions: :-·. r: Ac:countant re:Spectfully requests Your Honorable Court to award the balances, P~incipal and~lncome, in accordance with Article Second, Paragraphs ( 1) 1 (2} 1 (3), and (4) as follows: lk-6 of residu~ 1/_6 of residue. ll<f of re sidu.e;, 1/3 of residue (\ John Henry Meckley Thelma Fitting Vanderslice Dolores Fitting Jacobs Paul E. Fitting, Jr. tc, t•r COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ............ swo.r.n .............. doth depose and say that the facts set forth in the foregoing petition are true to the best of _____________ j,t~------------knowledge and belief. -----~~-<?.!.~-------------------------------to and subscribed before me this .. /a' ..... day of ....... D.e.ce.mb.e.J: .......... l9 ... 7.1. Signature of Offi~er:~$.~~-/.?~ ' / Title of Officer .... ; .. : ...... ~I':-l:9.~.?::;:Y .. ~~~£ ....................... . Office And your petitioner will ever pray, etc. Mellon National Bank and Trust Company, Executor Estate of Harry S. Meckley, Dec1d. By: ~· a)_ /J.-L--·-------------------··········-----······------------·~----------··---·-----· Trust Officer r, \ • ~· ,. I No . 63-71-521 Estate of ....... H!.\RR:¥; .. $.! ... M~_g_KJ:..~X. ..... . .) ·······························i··-=········'····"···-:--n-~~~~~~(i··· •. Fiduciary ..... M~H.9.f.l.N~.t~.9.n~l .. l2.~.nk .. 9:n.4 .. .. ~?:E:~.t-~~:tP.P.~.l?:Y! ... ~~~-~~t.<2~------·········· .. J PETITION SUR AUDil' ' ) I FROM WHERE' DECEDENT LEFT A WILL Counsel of Fiduc;iary will subm~t h~erewith the following, in conformity with CoU'rt Rules adopted effective December 3: 1951, being rule No. 9: paragraph b-e;-and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Couns~l in the .) case. 2. Copy of or~er' appointing; Guardian ad litem, if pertin~nt. 3. Copy of Order appointing Trustee ad litem, if pertin~nt. 4. Proof of servic~ of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventbry and appraisement. 7. Proof of advertisement of grant of letters if not filed witH account. 8. Certificate of )iens in case any of the funds for distribution are from judicial sale of real .estate. 9. Signed and, Itemized elections if any distribution )n-kind. 1 0. Copy of Federql Estate Tax return if es- tate is subject thereto.- Howard 0. Stevens Attorney ~2 c • · r~ ~-" ;"~!' -~~1' ' ! • : ' ! ~..... ~--u .!1 yll JM~ 7.4 Pii 4 \1 RU S S [ L L },~ /, P, \ N 0 nEGIS11:J:;, OF WILLS W:,NS-H \NGTON CO .• PA . ) . -< \ ~-' ,\.., ',I . :::-- '-,,- I·\ -;:.-r. --:-.I,:_;,. I' . -., " '!(I l ~ ' ...._ ',_ 1-,r. · ... , ~ / ·,/ f: f. •.:) \ "'t I J \ J' J -~ • I\~'\\ ; ' .· .. ,j I, HAnHY S. Ml;CKLEY, of the Borou_Gh of Canonsburg, County of Washington, Comtnonwcalth of Pennsylvania, do make this my Will, here by rc~vol<.in~·. any and all ·:;ills at any titne heretofore made by me. ... Flf~ST: I direct that the cx~x~nscs of 1ny last illness and funeral be paid out of rny estate as soon as m<J.y be convenient after my death. SECOND: All the rcsidae of my estate, real and personal, and wherever situate, I give, devise and bequeath as follows: (1) One-six.th (1/6) to rny stepbrother, JOHN HENRY MECKLEY, of Sunbury, Pennsylvania, if living, otherwise to be added equally to the shares hereinafter given to MHS. DOLORES FITTING JACOl3S and PAULE; FITTING, JR., or their issue. (2) One-sixth (1/6) to my \vife1s niece, MRS. THELMA FITTING VANDEHSLICE, of Sunbury, Pennsylvania, if living, otherwise to b~ added equally to the shares hereinafter uiven to 1\.JRS. DOLORES FITTING JACOBS and PAUL " E. FITTING, JR., or their issue. (3) One-thirJ (1/3) to my "vife's niece, MRS~ DOLORES FITTING JACOBS, of Lancaster, Pennsylvania., or to her issue per stirpes in the event ·she is not then living. ( (4) <Dne-third (1/3) to my wife's ne,>hew, PAUL E. FITTING, JR., of Camp Hill, Pennsylvania., or to his issue per ~tirpes in the event he is not then living. (5) In the event there should be no issue of Mrs. Dolores Fitting Jacobs or .fvlr. Paul E. Fitting, Jr. living at the d.J.tc of my death, the share or shares of my estate which would otherwise pass to the issue of either shall be J I I I I ·I i l .! t ··--f . :--·· "'• ....... ·--·~ .. ,_ .. ··~·-····' .distributed to the survivor or the survivor's issue per stirpes and, if there are no is sue of eithc r living at that time, the re siduc of my estate shall be distributed to my heirs-at-law. THIRD: I appoint MELLON NATIONAL DANK AND TRUST COMPANY Executor of this my Will. I give and grant to my Executor, in addition to the authority co;1.ferred by law, the power to sell any or all of n1.y property, real or personal, at public or private sale, at such time and for such price and upon such \ tern1s and .conditions as it n1ay see fit, or in its discretion to retain the same for distribution in kind, and the power, but not the duty, to invest any cash without being limited to "lc.;al" inve strnents. FOURTH: If any property (other than tangible personal property} as to which I a·m entitled to aptJoint a guardian shall pass free of trust to a minor by reason of my death, I appoint MELLON NATIONAL BANK AND TRUST COM- PANY guardian of the estate of s<:~id minor as to such property, authorizing such guardian, in its sole discretion and without order of court, to retai~ such property in kind or to sell the same, giving good title to any real estate, to invest andre- invest in stocks, bonds or other investments without being lin1ited to investments which arc legal for a minor1 s funds and to use both income ai)d principal for the minor1s welfare, co1nfort, recreation, support <:~nd education, including pre para- tory, college and post-graduate or professional training. FIFTH: !direct that all estate, inheritance and other taxes in the natun: thereof I together With any interC St arid penaltieS thereon, beCOming payable be- cause of tny death with respec~ to the property constituting my gross estate for death tax purposes, \vhethcr or not !Juch property passes under this Will, sh;dl be paid froxn the principal of my residuary estate passipg under Article SECO~Jil \___ ' I: '' '' '·~. ' ... . .. hereof; and no le;;atee or devisee or any person havint; a beneficial interest in any such property, whether under this Will or any Codicil thereto or otherwise, shall at any tirnc be required to rcfunJ z-~ny iJart of such t<1xcs. IN WITNESS ·wuEREOF, I have he rcunto set my hand and seal this ~f./ ... · .. :.. .• / J , • ... ''' -" .-.-... -,(SEAL) ---- ,/ Sic;ncd, scaled, 1JUblislh~cl and declared by HARRY S. 1v1ECKLEY, the Testator 2.hovc nan1cci., as ancl for his \'{ill in the prcsc:1cc of us, who, at his requc st, in his :)re scncc and in the pre sencc of each other, have hereunto sub- scribed our names as "vitncsscs hereto. • . . Address:· ..·· / --------------------~------- '-. -~r· ~-·.),/.·.·:(·.!~--·:~~. _;_/.( .. J./(.7 ..... / v.·d.,-)""'~"l·./,·i'~·[.·.1.... . ---. l_... ... v---- • Q (/ l~ ~ l~ l::.d to:) :::.a .... ,~ .... ..., .-.: 1Cil tn I~ '" Gl (/) -i )> to:) n b -i !..'i '" .... ~. ~ ·~~ l~ :o 0 N lO 18 ,.. a =~ )> l~ .., --:{ll -ltlj ,. .... lt1 ~ r .-.: u::. l • • MELLON NATIONAL BANK AND TRUST COMPANY DATE No.419349 TRUST DEPARTMENT FFR ·~ ') '9n < ' ACCOUNT NO. 101-572 AMOUNT PER DECREE OF H.S. MECKLEY DTD. 1/21/72 NO. 63-71-521 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA $27.00 ORPHAN'S COURT DIVISION PRINCIPAL -PERSONALTY CASH (HARRY S. MECKLEY) I rj1 DETACH AND RETAIN THIS STATEMENT .. ~. ,,.--. ·~ '··-' \. .. , • ·'.~:.... .""!:t DEED OF TRUST Made this f/ _/ ./ day of ·-· __ ??.L.-,.;.:/1-''~,.../.~~---z-=--r:~-"'·~=..:.::.,_-"'r /"-----' 1 9 6 .6, by and ., ___ , . between HARRY S. MECKLEY, of the Borough of Canonsburg, County of Washington, Commonwealth of Pennsylvania, (hereinafter called. the ''Settlor") . . . . ' and MELLON NATIONAL BANK AND TRUST COMPANY, a nation~l banking ~sso..;,. . ciation authorized to engage in trust business in the Commonwealth of Pennsy~vania, · (hereinafter called the "Trustee"): WHEREAS,· the Settlor desires to create a revocable trust of his interest ·in certain property, as listed in Schedule ''A" attached hereto, and therefore hereby transfers and delivers said property to the Trustee, together with all the Settlor1s estate, right, title and interest in and to the same; and '· WHEREAS, the Trustee is willing to accept the trust and to ho!l.d said ·prope~ty, together with any additions thereto and changes thereon, (hereinafter called the "Trust Estate") in trust for the uses and purposes set forth below; NOW, THEREFORE, the Settlor and the Trustee agree as follows: ARTICLE ONE The Trustee shall hold, manage, invest and reinvest the Trust Estate Q and shall distribute the net income (hereinafter called "Income") and principal as follows~ ·~ ·.·j. . ,·· :·.:- . . . ~ ' I . I ·.! •:' ·. · .. ! I. I {A) During the lifetime of the Settlor, unless the trust is sooner revoked, the Trustee shall pay the Income quarter-annually to or for the benefit of the Settlor. In the event of the Settlor1 s mental or physical incapacity, as certified to the Trustee by the Settlor1 s personal physician, the Trustee is author-, ized to expend the Income and also the principal of the Trust Estate 'to such extent and in such manner as the Trustee in its sole discretion shall deem to be advisable for the welfare, comfort and support of the Settlor and the Settlor1 s dependents during such period of incapacity. (B) Upon the death of the .Settlor, the Trustee shall pay to the Executor of the Settlor1 s estate the amount which said Executor shall certify as necessary to supplement the estate in order to pay all debts, special bequests or devises, death taxes and other expenses of administration. The entire remaining principal and undistributed Income balances shall then be transferred and delivered as follows, free and clear of trust: (1) One-sixth (1/6) to my stepbrother, JOHN HENRY MECKLEY 1 of Sunbury; Pennsylvania, if living, otherwise to be added equally to the shares hereinafter given to MRS. DOLORES FITTING JACOBS and PAUL E. FITTING, . . JR., or their issue. (2) One-sixth (1/6) to my wife1s niece, MRS. THELMA FITTING VANDERSLICE,(\)£ Sunbury, Pennsylvania, if living, oth~rwise to be added equally to the shares hereinafter given to MRS. DOLORES FITTING JACOBS and PAUL I E. FITTING, JR. 1 or their is sue. -2- .;_ . ' . ··., --.. I ... ·-.-·-- i I I . ... . ·. I J .-. T ' .... (3) One-third (1/3) to my wife's niece, MRS. DOLORES FITTING JACOBS, of Lancaster, Pennsylvania, or to her issue per stirpes in the event . ·~ she is not then living. (4) One-third (1/3) to my wife's nephew, PAUL E. FITTING, JR., of Camp Hill, Pennsylvania, or to his issue per stirpes in the event he is not then living. ARTICLE TWO .. (A). I£ any beneficiary entitled to receive a share of principal here- under shall be a minor, such share shall not be distributable to him but shall be retained by the Trustee until the beneficiary attains majority, at which time the principal shall be paid to him free of trust. During such minority, the Trustee shall pay so much of the Income and principal as it deems advisable for said minor•s welfare~ comfort, recreation, support and education to the' person having custody of him, without liability on the part of the Trustee to see t-o the application thereof, or shall use it direct for such purposes, and shall add the remaining Income to principal, to be invested as such. I£ such beneficiary dies while a minor, the Trustee is authorized in its discretion to pay part or all of his funeral expenses, and the remaining principal shall be paid to the persons entitled to his personal estate; PROVIDED, however, that the share thus accruing to the beneficiary of any other Q trust hereunder shall be added to .such other trust. (B) The interests of the beneficiaries hereunder shall not be subject -3- ·,· . --. .... .. 1 I ' I .) • • !" .. -.--:: ~ .· ... I ' ) I' ' .:""-. ,·., · .. -: ; . ~ .. .. . . ...... ,-~- . '·.'·~ · .......... -.. to anticipation or to voluntary or involuntary alienation; and the principal and Income shall be paid by the Trustee direct to or for the use of the beneficiary j entitled thereto, without regard to any assignment, order, attachment or claim whatever. (C) Income accrued on any property received by the Trustee either at the inception of the trust or as an addition thereto shall be treated as income and not as principal., Upon the death of any beneficiary of Income, any undistributed Income then held by the Trustee for such beneficiary shall be paid to the person or persons for whose benefit the principal producing such Income is continued in trust or to whom it is distributed under the terms hereof. Corporate distributions received by the Trustee in the shares of the distributing corporation, regardless ·of the number and however described or designated by the distributing corporation, shall be deemed principal. , ARTICLE THREE .(-i~ the administration of this trust, the Trustee shall have, in addition to and not in limitation of any authority granted to it by law and without the necessity . . . . . of obtaining the consent of any court, the following powers: to accept and retain in kind any securities or other property delivered to it by the Settlor; to invest and reinvest the principal of the Trust Estate in any kind of property, real or personal, or part interest. t1\erein, without being restricted to investments which are legal for trust funds; to give options for sales, leases and exchanges; to borrow rrioney; -4- . '·: 1.'• •. ' " . . ·' .: .. · . . ' -.. ·. ·-\·· ......... -:. ' .-. ~ .. ·; . -.-·.--·,·- to sell, pledge, exc_hange or mortgage any real or personal property; to compro- mise claims; to lease real or personal property for terms exceeding five (5) years; . . ·': to join in or oppose the merger, consolidation, reorganization or readjustment of the financial structure of any firm or corporation in which the Trust Estate may have an interest; to carry securities in the name of a nominee; and to distribute _, the Trust Estate either in cash or in kind. ARTICLE FOUR: The Trustee shall furnish to the Settlor quarter-annual statements of income and annual statements of principal and investments and, on or before April first of each year' a report of the income for the preceding calendar year for Federal income tax purposes. ARTICLE FIVE The Settlor reserves the right to add additional securities or other property to this trust, with the consent of the Trustee. ARTICLE SIX The Settlor reserves the right to alter, amend, or revoke this trust, in whole or in part, at any time or from time to time, upon written notice to the Trustee • to that effect. -5- :~ -.· ...... .. I ·, ' ~ '• .. . ,"'-' \ ···, \ I . . . .. , : · .. _. . ;'".., .. . ~. ~ -· . "' .... '·~ . . . ': ARTICLE SEVEN The Trustee shall be entitled to receive annually compensation for its services hereunder in accordance with its schedule of compensation cu;- rently in effect when the services are performed, which compensation shall be charged wholly against income, unless the Settlor directs otherwise in writing. The Trustee shall be entitled to additional reasonable compensation for any services whic~ may be performed at termination of the trust in the administra- tion 'of the Settlor1 s estate. WITNESS the due execution hereof the day and year aforesaid. Signed, Sealed and Delivered In the presence of: ___ ... Ji_¥:../...l/~,.-);....;..·'"-'.-./._,:..·';;.'/;...._t ... '~ ..... '',~. _';_.tf_/_L_ •. ,_:/_._:_.-,_./:_·~_.r_-~_;~_·'~~/~··..~.:~~-· _(SEAL) . . ~--~ v ·v MELLON NATIONAL BANK AND TRUST COMPANY ATTEST: . . ~. /) / . By (1~;;;,;;(/1· Lfo/_L:__.,_.~ .. • .. if'. . . A9-$istant .Vice President .. -6- ·,·-' '; . . . ··.' ·, • ,_, I .. L. ·.I .) -.; .. -~ ·~ .. -.... ,., ... ···~--· ........ , ... ~,.,.... ____ . ...,--.--] .... -, ... -,~-··--~ -....--~ -.-.. ...,. - COMMONWEALTH OF PENNSYLVANIA) ) ss: COUNTY OF WASHINGTON ) On this, the me, a Notary Public, personally appeared HARRY S. ME:CKLEY, known to me (or. satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained • . IN WITNESS WHEREOF I hereunto set my hand and official seal._ f.--) / ~--) --/..~~) ' . /) t/ / _, ) ..... ~ . -· --~----"'~·"-. 1 • 1 ,• -. ' -~ •• · / ;' ' Notary Public .· . _. V !Omt P.llEI\Ait rianTW f!OBUC .. · ··::.· Ct'.!~N~BUnG SOROUGij, WASHINGTON CCl:~:l_Y·';,, MY tOM.':Ii~\OK EXPIRES J.U:.\1~1Y ~. t~ Ur/i~ . ~COMMONWEALTH OF PENNSYLVANIA) ) ss:' COUNTY OF W ASIDNGTON ) . /.? !' . ;l 66 r..!ff/..{4 , 19 ·, before me, j_ ' .. On this, the --~ ..... .!=./"-~ __ day of /1 /1j' .f' / '. / a Notary Public, personally appeared--.'~:.;..;/.;.....;...,·..;.-''~ ..... ~:;;.,··_"""-{;.../.:~;:;.<..-_,.·-;;..· ~;;;;.-"":;.;;-:.;;;...-/:.::.·~.:..:·;~;;..;t·;:;;;~~..A-~/----' ·who (/ i/ . acknowledged himself to be an Assistant Vice President of Mellon National Bank and Trust Company, and that he as such Assistant Vice President, being authorized to do so, executed the foregoing instrument for the purposes therein contained by 0 signing the name of the Bank by himself as Assistant Vice President. IN WITNESS WHEREOF I hereunto set my hand and official seal. if_ --_\ 63-71-521 j { ~----·--'i AFFIDAVIT OF EXECUTOR STATE OF PEN]\JSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared ARLIE W. OTT, TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY, who, being duly sworn according to law, deposes and says that MELLON NATIONAL .BANK AND TRUST COMPANY is the executor of the estate of HARRY S. MECKLEY, decease.d, Thati:h-e--following schedules constitute a complete inventory and appraisement of the real and person-al ..estate of HARRY S. MECKLEY, deceased, except real estate outside the Commonwealth-e.£ Pennsylvania; that the figures opposite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this / /d e I', • >, 'c dayo£----~~ Notary Public DOLORES P. MEREDITH; Noflf!Y PubliC Washington, Washington County •. l'.a. My Commission Expires January 28, 1975 ' 1971 Arlle W. Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY J EXECUTOR ESTATE of HARRY S. MECKLEY, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels, rights and credits which were of HARRY S. MECKLEY, Deceased late of 132 North Jefferson Avenue, Canonsburg, Washington County, Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Mellon National Bank and Trust Company Canonsburg Office Checking Account No. 356-2279 Balance 5/2/71 The Florida National Bank at Lakeland Withdrawal of balance of account in the Occupants Fund at the Carpenters Home for Aged Members $ 8,183.44 10, 671. 25 ' ·- Carpenters Pension Fund of Western Pennsylvania May, 1971 benefit check $ 36.79 Commonwealth of Pennsylvania Treasury Department Payment representing final settlement with the State Employees Retirement Fund Treasurer of the United States Social Security lump sum death benefit Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA None MEMORANDUM OF REAL EST ATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 - 19.42 255.00 $19,165.90 .. J• ·~ ~ -----. ........ _ I \ .. ·~ d .3 J7~ c .3-7/-..S oZJ-t INVENTORY AND APPRAISEMENT IN THE ESTATE OF HARRY S. MECKLEY, Deceased Filed /t?J.? , 1971 '<S -.. ~-\ ....._: --.·.........-:. :-;:::;-..J:o ' ••. :t:~ rt1 ~ ·-<-:""} j- (J.-, 0 ~;-; ~~-~ . :=: (''1 if"> ;~ c ~~ =o c::~ ..........., __ .-.J C;l CJ ----;J ~: -r: . -r..-. g:§_::: ...._ . . ----.. ,_"'!_ -v r--C' ~ P-(/) t.L-:' Attorney: Howard 0. Stevens, Esquire Mellon Bank Building Canonsburg, Pennsylvania 15317 ~Y'44JJ'/?' '---- ! ~\~, l ·y: I I~ ·:~'ir.~~~:~:-~= ''- '} ~ X ~ "- -<j'ff -~~1 i .·: .;r t ·:·!: ~: 'i -~-; L .. .t· i j i :f -~ o"_._i ,( 'l ' ' l'-, .t_! ~' ~ ·,, i":~;i···· -~ -~ . _;t ~....-~....,.;;... -~""'' \ ·-~-- ,•; -.:. ··;'i ·~ ...... ., \~: ~--~----~ ~?~~-::~_~-~---~--~~--~ -~ ~~-... ~ .. ,C~-··~--~ ··~.,.;"~+ .. -,,~, " '"1r<' IN THE COURT OF COMMON .PLEAS OF WASHINGTON COUN~, ·PENNSYLVANIA ORPHANS'' COURT biVIS ION NO~. 63-71-521 ESTATE OF HARRY .S. MECKLEY, .DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR BALANCE DUE-$12,755.62 .;.,!...C:>._ _.,.-:-:.. ~;---..... Fee - Filed-· . )j~;;:;~~:. :' -~ ?Jli; . ·~ ffi ~ f!i·<?-'.~ ~·~·~. ~ -~ ~;;;: 0· _-.:: 2\-~~.~ --------~------ '!I "'u;ii"'i _,.,.) :, ~. ~ ~' c-1 ---J '!'"'V. d1 ·-p ·-·1' __ .. -~ Q:'l mR~- "'"'"""" ·~ rf1 0 E:if , .•Ma ''"w, co"'"~ t;J }{:the withm accouPft "'~tJ!IffftfJ te the Goun ·/filr·· rmnfirmatwn. HOWARD o~ pTEVENS Attorney:i!at-law Mellon Ifa'rik Buil_d.ing Canonsburg; Pennsylvania 15317 ~ I . r ' .:& t~1 DKJ./£1--~~ ;11 d_ .... -~'.{.!ftuirgwnGounty, [;~. d<> c.ertifu that 1 • rta,o ;@i"" legal notice to all oerso"' ",,,, . .;r,.i•i of t'>' fiN•>r; tf({;e' "';,;;;n ""'"'' in· the mminer r-re· ·' C,eU Uy S<•H"''' ;u;J /iu!O oj Court, as evidenced bY proofs _, ,; ~:':_·'~' ·~" . -~~.~1~ =-~,~ .. • ~nfl.. ' tit{":·::: en·'~"-... d "";"''' ''"' ••• soil·•""''_ ..•• , 7WJVrrW"'u . rtlJ. -~~ p;oniRtAr of Will~ .t~:;;fi( . ·•.· --~ ,\1; RLN:kh IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-71-521 ESTATE OF HARRY S. MECKLEY, DECEASED FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR October 27, 1971 Receipts Disbursements Receipts Disbursements S U M M A R Y sCHEDULE "A II PRINCIPAL~ PERSONALTY Page 2 Page 3 SCHEDULE "B" INCOME-PERSONALTY Page 4 Page 4 Balance consists of the following: PRINCIPAL-PERSONALTY Balance Balance NET BAlANCE General Electric Credit Corporation Demand Note R~ Corporation Demand Note Cash on hand INCOME-PERSONALTY Cash on hand $19,165 90 8,514 81 $10,651 \ 09 $197 66 9 88 187 78 $10,838 87 $9,000 00 1,000 00 $10,000 00 651 09 $10,651 09 ' 187 78 $10,838 87 sCHEDULE "A II PRINCIPAL-PERSONALTY Receipts 1971 Oct. 18 Inventory filed $19,165 90 1971 Conversion of Assets Without Gain or Loss Oct. 22 Proceeds sale of $2,000. General Electric Credit Corporation Demand Note at 100. $2,000.00 Carrying value 2,000.00 000 00 1971 Purchase of Assets June 15 $6,000. General Electric Credit Corporation Demand Note at 100. $6,000 00 July 20 $5,000. General Electric Credit Corporation Demand Note at 100. 5,000 00 Sept. 7 $1,000. R~ Corporation Demand Note at 100. 1~000 00 $12,000 00 Cash expended in purchases 12,000 00 000 00 $19,165 90 - 2 - SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements 1971 Administrative Exeenses I May 17 Washington County Reports: Legal Advertising $14 00 June 1 The Daily Notes: Advertising Grant of Letters 12 50 14 Kury and Kury: Professional services in' consultation with John Meckley and general services rendered Executor 35 00 July 6 Commonwealth of Pennsylvania, Bureau of Vital Statistics:_ 5/31/71 Three Death Certificates $6.00 7/6/71 One Death Certificate 2.00 8 00 Oct. 19 Register of Wills, Washington County, Pa.: I Court costs, as fo11.ows: I 5/27/71 Four Short Certificates and Certified Copy of Will $29.50 7/14/71 One Short Certificate 1.00 10/19/71 Filing costs 5.50 36 00 27 Howard 0. Stevens, Esquire: Attorney's fee 965 00 27 Mellon National Bank and Trust Company: Corpus compensation as Executor 960 00 $2,030 50 1971 Preferred Debts June 11 Jesse H. Giegle: Funeral expenses $1,023 23 14 Kury and Kury: Re funeral expenses Telephone tolls $6.08 John Meekley: Traveling expenses and loss of one day's wages 40.00 46 08 1,069 31 1971 Other Taxes July 15 Russell Marino, Register of Wills, Washington County, Pa.: On account of Pennsylvania Inheritance Tax being 15% on $38,000.00 $5,700.00 Less 5% discount 285.00 5 415 00 $8,514 81 - 3 - 1971 Oct. 27 SCHEDULE "B'' INCOME-PERSONALTY Receipts Interest-Demand Notes General Electric Credit Corporation Demand Note Interest collected during the period 6/1/71 to 10/19/71 RCA Corporation Demand Note Interest collected during the period 9/1/71 to 10/5/71 Disbursements Administrative Expenses Mellon National Bank and Trust Company: Compensation as Executor - 4 - $193 10 4 56 $197 66 $9 88 Washington County. Repo~ Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBUCATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 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: ............... ~x.._.?.?. .. t .... ~.?..?..~ ................................................. . ............... J.YD.!i; ..... ~ ........ l.Q ....... J.27.! .................................. . Estate Notices The Register of WiUs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • MECKLEY, HARRY S., Dec'd. La t e of Canonsburg, Washington County, Penna. Executor: Mellon National Bank and Trust Company, 40 South Main Street, Washington, Pa. 15301 Attorney: Howard 0. Stevens, Mellon Bank Building, Canonsburg, Pa. 15317 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and character of the publication =-· --~---(£-~ _:_(Editor. Sworn to and subscribed before e this --...___ ~ ...... l.Q:th .... day of .......... ;l.Yn.~ .... ; .... /1~ ............ , 19 ...... '!.! ...... . ~~-¥!~ JOSEPHINE T. SCIAMANNA Notary Public, Wzshingtcn, Woshington Co. My Commission Expires July 1, 1974 THE DAILY NOTES CANONSBURG, PA. PROOF OF PUBLICATION In· compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784, Sec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. Personally appeared before me, a Notary Public in and for said county and state, __ Ro'Q~_j:, _ _fi.Q!?_!_n_!!_Qn_ ______ , who being duly sworn, deposes and says: that __ h_e is the ~~!!~~-~_;: __ of the Notes Publishing & Printing Co., a Penn- sylvania corporation, and its agent in this behalf: that the said company is the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, Pennsylvania; that the said Daily Notes was established August 1, 1875; that the printed notice or advertisement, attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on the following dates: May 26 June2 9 1971 · ----------'-----------------'---l.------------------------------------------------------------------------------···································· ----·--.. ----------------------------------------------------------------------------······················· .. ·· .. ······· that the affiant or the corporation in behalf of which __ h~---------------.is. ~cting is not inter- ested in the subject matter of said notice or advertising and that al of the allegations of this affidavit as to the time, place and character o P. ..... _, ' ' \ '· .. COMMONWEALTH OF PENNSYLVANIA ) ss COUNTY OF WASHINGTON ) ARLIE W. OTT, Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY, the above named Accountant, being duly sworn according to law, deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary, that the disbursements shown in the account have been made to the parties entitled thereto; and that the account as stated is true and correct as he verily believes. Sworn to and subscribed before me thise(t.~ay A. D~ 1971 .• 'j--:~~~ Notary Public DOLORES P. MERe!>ITH, Notary Public Washington, Washingt~·· C?unty, Pa. . My Commi:;sion Expires January 28, 1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, ~tt t4~ <trnurt nf <trnmmnu Jl~an nf llan4iugtnu <trnuuty ®rp4aun' <trnurt llinininu In the ma,tter of the Audit of Account in Estate of_H::::::...a_r_r.>J..y_S....:•:__M_e_c.;__k_l_e-"y-""'-------:----/ Deceased TO THE AUDITING JUDGE: 63-71-521 No. __ _::.._::__..:....=:........:=-=-=--------~-- Enter ___ m_.::._y ______ .appearance for __ M_e_l_l~o...cp_N_a_tl_· o_n_a_l_B~a_n_k_a_n_d_T_r_u_st_._C_o_m_.::.p_a_n_,y:....:..." __ Executor in the captioned estate. ~#f!J.~ 14th day of . December , 19_1l_ N. B.-Counsel shall, by separa;te pape.r, present a concise statement of each claim, wHh supporting c a I cuI at ion of any interest claimed. Objections to an account as filed, shall be concisely stated in a se.parate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J '~""'fl" f""'¥) -1~. ' '!""' ·i ij I ' , ,. ! ~\i''! f:'H &.·1 I '72 Jr.N 24 P11 3 Lf7 1.~11 ~ f" C': i'' I i '' ,-f_ a_ t !·.' t'i r\'i!JJ,.JF.,;.,_, flul;\1-l'lV n """. r-·1·-,'·--~-j'' 'VfL-LS-l'd~ ~.;. 1 ."J t r< u ~ ?• -- WASNH~;:;TON GO., PA. No. 63-71-521 In re Audit of Account in Esta;te of Harry S. Meckley, AUDIT I Jrarripr fnr , i\ppraranrr FOR Mellon National Bank and Trust Company, Executor Howard 0. Stevens A-ttorney ~2 ·.e ') . -- IN THE C.OURT OF COMJVION PLEAS OF WASHINGTON COUNTY, PENNi • . ffiPHA-NS' COURT DNJSION ·IN RE: . Estate of · No.-521 of 1971 HARRY S. MECKLEY, ( ) . ( ) ( ) ( Deceased. ~ BEFORE: ~· 2: i ~ « ;!: HEARING ON AUDIT The-Honorable P.·VINCENT IVIARINO; Judge of the said Courr;·. · ·. ~ APPEARANCES: ·HOWARD. ·o .· STEVENS, Esquire, of _Canonsburg, Pa. , ~: representing the ~ccountant. · Uil 0 ..J ... !:' TIM.E: 0 ::t ... :r .. .... Cl oi •. Tuesday, December 1'4, 1971? at 10:00 A. M., EST -~ THE COURT: · Number 521 of 1971, the estate of Harry S. 1-m: ~-Meckley, deceased. The Executor is Mellon National Bank a.nd Trus 1-m: 5 Company and the attorney is Howard 0. Stevens ... Mr. Stevens? 0 .J• < o Mh. STEVENS: If Your Honor please, I have the requisite 'ii: Ill. 0 J papers in this estate. ·There are no problems to bring before the Co rt. There are no unpaid claims. THE COURT: Is there anyone else in Court interested in this decedent's estate? ( NO RESPOl\lS E ) ·THE COURT: The audit of this account is ordered closed b ._, i I, . . ,· ,.· i'' :·;"'-> ·' .·. .·;·. the Court. ':-:' ' ~-. ·-· .. ( AUDIT CLOSED{ . ~-{ ·..-.,_ ~_are COdtaitled fuUJ'and-aceurat&lf tn the notes t4'ken by tn(l-Ob tbe bearlrig_ :!:" z <C > '..I >-· '1!11' z· z Ill -L i Q,. 1-· ~ ·z ·:c Ill .<( ~ -' •.!( ·-u .. . g .~:· .,.,__ .· . .''%: • ~ ._ ~ -~~-. ... ~-' . > . .tl :·: ~ .. ' ,. ~ .-. . -.. '-, :--. > -.:. !-_..,;L- "":.'. . __ i:· -.. · '. o,· •• ·, .• -.· . .. ~-' 1. (/ ~ :;~':·\·-: "':l;_J . :~~ ·.~ .• ... .,., J -~ ' ,:;.'"" : ~-· < J . ~i;'' i ~~~ . ~~ ··"'1"...; -t~: -~ ;._~~-1•.-. ,:· . : ... . t.;'~,~"i:~::;:: .. ·.· · .. - . ' ·'· . ., 'l' ..-"Jf .• 2 ·, ;· . ~ . . ·.~ . <. ,. I I ... . , .•... '.·~ :, ... •• 1·, ·j <f '' • ~) . . ;·'., ·' . ..-·-:. . ~ :~. . .:., . ~-.· _.:~ .r _-. ~:~~:!-:'-~ j ··4i\.}j ,~~ ) ~~ :;: 1'~;·,.-·:} ~'~· ·~rl: :~:_~>f i,t-:5: -~. . ;,· -" . , ' ' . I*J,:~ ....• :..-l~: ·~'':~:~·~t;ft;~~~~l~~fi, •. '' ·, t l ;· :.:·: .-·\·!':< "; ... i •·. ··'· ,: ··:· ~ '. ·.·. ';•; ;..'r. . i . <, J. ·. ··. . L- i! • . -,< .. : ~ . :. ' ;., * .. ,_. -~~~:.\;;:~·; ..... ;~:1::::;. ·•. ·. . ,.. ./ ·'·· "~-· .. ;;- . ... :. · .. -~ .. •' ·'· -: ·., ··; ... ~--.. · .·.· ,· > · .. L ·.= ·~ ~ r'.J. ;.(::" ·,.: .--·· ;; '. ~;. --~-- ··.;.._: ~- l:''" -· -· .. , .• i.·. t~~ "''!: . :1' •• • :! .. .•.. ,.· ·t·" .·:··A ' . · ... ··I!' '"--"". • i• . ,· ~ .. ;.· ·..:' '.' ,o .·· ~3_-71_521 llu tift <trnurt nf <trnutmnu Jlrns nf lln.alfiugtnu <trnuuty, Jtuusylnnuin, ®rplfnus' <trnurt iiui.sinu ESTATE OF No. 63-71-521 Herry s. Meckley In the matter of the First and Final j deceased Account of Mellon National Bank & Trust Co., Executor ADJUDICATION AND DECREE And now January ~/ , 19__12_, this matter come on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 11 , 1 50 • 36 . and the account is according I y confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account _________________ _ Additional debit asked at audit Additional credit asked at audit Balance _____________________ _ Deduct Clerk's Costs & Receipt:.-------------- Attorney·------=H~o~w~a~r~d......:::.O..a.•-:::::S;.J.ot~e~v~e~n~s~-------- Russell Marino, Agent, transfer inheritance tax, including probate & Deed of Trust assets, John Henry Meckley, stepbrother, 1/6 residue, Thelma Fitting Vanderslice, niece, 1/6 residue, Dolores Fitting Jacobs, niece, 1/3 residue, Paul E. Fitting, Jr., nephew, 1/3 residue, 345.78 436.1$ 1781.21 1781.20 3562.40 3562.40 $10,687.21 F .e.£-, 11 I o/ 7 -z- ~ -/;¥3/el-15 ~~ ~r- No balance L I• I '--, '--- No·---------------. ln~he matter of the Account of of Estate of 1\.bjubitatinu anb 1llttrtt a-\~ ~-:t- .._,a •' ' L- ., <I l" I • : ·· 3 ··~· I ~ F""" [""· t ' L~ :.... · t 97? Ji1/l ?tr-Ph 3 -LJ6 rw .._ r. ...... 1 . ~ .. RUSSEl!. tUf(INO '' !:' G / '' ·~ C '~ Jli; r·· "} I L L-,... I i 1: -.';; l C F,.; ~ri,· \"11 ,) \VASHINt:;rrm. CO., PA . . .... j '- ,_ ·- (... c l 1-..,...-."'--------ji IN THE MATTER OF THE ESTATE OF IN THE ORPHANS' COURT IN AND FOR WASHir:iGTON COUNTY, PENNA. HARRY S. MECKLEY 63-71-521 NO.-~=-~=-~~~----------~--~-------DECEASED: KNOW ALL MEN BY THESE PRESENTS, THAT_--=D=-o:::cl::co:::_r=....=e:..::S:__::F:c_l:::_.t::..:ti::=':=:n::.cg,__,J:_a=Cc::O:...:b::..:S~------------- es ·• Dof HEREBY ACKNOWLED'GE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY-l~,__E.....,X""-"e._,C._.l...,l ... t.,oLr...__-o'--------- Three Thousand Five Hundred Sj.xty-Two and 40/100------:...--($ 3,562.40 ) DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT N0._---"6c,.,3c.::-:...J7c....1.o...:-=-5"'-'-'-2_.,1~---------- (),. h_ r1. \ WITNESS MY HAND AND SEAL THIS ___ ---!-+----DAY OF _ _,~d-"J_,\'"""-\J~"-~-"-":_:::~_.:::')----19ll_ • .. /J./jJ WITNESS_~~~-~·~ J<~~~~~~~~~=-------------Vt w. 8282 NO. 63-71-521 ----- ORPHANS' COURT ESTATE OF HARRY S. MECKLEY DOCKET PAGE ·I c I RECEIPT FROM Dolores Fittine: Jacobs ... TO Mellon National Bank and Trust Company. Executor of the Estate of Harry S. Meckley FILED 19 __ ~' -., -, ' ', IN THE MATTER OF THE ESTATE OF IN THE ORPHANS' COURT IN AND FOR WASHINGTON ··cOUNTY, PENNA, HARRY S. MECKLEY 63-71-521 NO·------~~~=-~~~--~--------------~----------~- DECEASED: KNO IN ALL MEN BY THESE PRESENTS, THAT ____ .=T:...:h=e-=1-=m=a=-=F::...:::itt=i::.:n:=,gO---'V-'a"'n=d,_,e,_r~s""1~i_,Ccoe"---------'--------- es co/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY~A__,.E,.X...,_,e,_,C"'-"'U'-"t,_,O._,r.__ __ --;-____________ _ OFTHEESTATEOF _____ ~T~h~e~1~m~=a~F~l~·t~t~i~n~g0--'V~a=n=d~e~r....:S"-1~i~C~e~-----------------------DECEASE~THESUM OF One Thousand Seven Hundred E~ghty-One and 20/100------·--<sl. 781.20 ) DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS" COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT N0._..::.6-=c3_-....:7-=1=--....:5::....:2=-=.1 ___________ , WITNESS MY HAND AND SEAL THI~? w. 8282 NO. _________ ------------~--------- ORPHANS' COURT ESTATE OF HARRY S. MECKLEY -.. DOCKET PAGE. ______ _ I RECEIPT "·• FROM Thelma Fitting Vanderslice TO Mellon National Bank and Trus Comnanv. Executor of the Estate of Harry S. Meckley FILED 19 __ c ,( '' IN THE MATTER OF THE ESTATE OF IN THE ORPHANS' COURT IN AND FOR WASHINGT~~N COUNTY, PENNA. HARRY S. MECKLEY 63-71-521 NO, __ ~~~~~~--------------------~----~------------ DECEASED: KNO \IV ALL MEN BY THESE PR ES~NTS, THAT ___ :_P_,a.,_,.,ul""-=E"-'."------'F"'---'i'-'tt"'-"'-i""n~g~,,_____,J"--"'-r_... ___ ~------,------- es De/ HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY__;_E£ • .,;X~e:..(C;.1'bl.l-l.tYOL.l_r;i-: _.:..:. ______________ _ Three Thousand Five Hundred Sixty-Two and 40/100---------15 3, 562.40 ) DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT N0. __ _:6"-'-'-3=-..J.7_,1...c:-:....5.u2..._,_1 _________ _ WITNESS MY HAND AND SEAL THIS ____ ;/=---"'~--ff _____ DAY OF WITNESS Cash w. 8282 l' NO. 63-71-521 ORPHANS' COURT ESTATE OF HARRY S. MECKLEY DOCKET PAGE ______ _ RECEIPT FROM· Paul E. Fittin.!l. Jr •. TO Mellon National Bank and Trust Company, Executor of the Estate of Harry S. Meckle FILED 19 __ ( r ~' IN THE MATTER OF THE ESTATE OF IN. THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY, PENNA. HARRY S. MECKLEY 63-71-521 NO·--------~~~~~~~----------------------------------- DECEASED: KNOW ALL MEN BY THESE PRESENTS, THAT __ -'J'--"'o""h"'n"'--'H,_,._,e'-'n~r-J.y_·_,M.!±>e~c..._,.,k..,l_._eyy,__ _____________ _ es . ., DO/ HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPAN'It'----=E=X=e'-'C"-U=t'-"O'-'r,__·--·--------------- ,-, One Thousand Seven Hundred Eighty-One and 21/100-------:;s: 1, 781.21 ) DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT No,___,6,_,3,__-_7...__,_1-~5"'-2""-"'-1 __________ __ WITNESS MY HAND AND SEAL THIS ____ ___,.,J.,.,.'-1'~----DAY OF &o 1$ 1 19~. ;-a Jofl~M~.;,' ldre w. 8282 NO. 63-71-521 ~~----~------ ORP.HANS' COURT ESTATE OF HARRY S. MECKLEY DOCKET PAGE. _____ _ ·c::::; "' . •"""; b t/) ~ ,.BECE~~~ ~~~~ FRO~~·:.~ g ......... C) .. i'~ •. ,. ' ~ L/·-~ ~~~ i ~i.;.J (5 ~~ rc:: I- lJ -~ ~---' ~~~:~ ·. ~-~ :;~ J OH«:~EN}lY::cM{$ CKLEY L;_..; ..... y------~7 t::C LU -4 , . ~ TO a:: ~: l1 _ _j,,.:::... "}« -,-, Mellon National Bank and Trust Company, Executor of the Estate of Harry S. Meckle FILED / 19 __ v -~ , 'Forni'RCC-33 COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF ........ W.~~l,l.i.r:g_tgr: ........................................ . IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) --IN-~:,;;~;_;;;~;~~:~-----}~ Late of ................... W..a.shingt.on . . . . .. . .. .... . .............. ........ County ::.: .: .••.•.•. ~::~:~:::i:: : ~-~--:~::}"' .. !\.~.~.i..~ ..... W.~ ...... 9!t.L ..... I.~.:t:I.S.t. ... 9ffi...<:. .. E:!.£.,. ..... .M .. ~J.!.9P ... N~ti..<:>.P.:<lJ .... :J?..~g;ls ____ ~ ... TE.:t:I.S.t. ..... C:,::.c::>.~P9.:P.:Y. ................ Executor of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed ......................................... M.ay .. . (Month) ... <i~;·i········ , 19.(vz~~·····•{ ~~aving a last will, copy of which is hereto attached. } Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .. lvi~Jlqp __ Na,tiqpaJ f)a,pk ~ T...:t:.1,1~t .. :~.9.I:XlP<:li1Y S. lvic:tin.. St~eet, ~ C::hex~yAy~pl,l~, W9.cs.hi!lgtgpL.Pc:t., .................. . Th t h Executor d t · f 'l" "th th ff · f 'd t t d th rt a as sue ...................................................... eponen IS am1 Jar WI e a mrs o sa1 es a e an e prope y con- (J1:xecutor-Administrator> stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN NAME OR N~AM~E_S __ O_F ________ -+ __ H_O~L~D_E_R_S __ TO __ D_E_C_E_D_E_N_T __ That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individual~y, :or .. iJl ~rust for any other person or persons giving also separately the accrued interest thereon, if ~t1y;->a<\'I'Jl.·to. the last interest day prior to decedent's death in the case of savings banks, and to the dat~-~f':.d:~'ded~r\l•·s death . ··-~ i···-.' / '\-~ in all other cases; all bonds, postal savings, treasury certificates or notes and.:_:-o"t1ie.~:: evi_d~nce ,of in- debtedness of the United States to the decedent; all obligations, whether by sta)iute.-O.r agre.ement they are designated as tax free, of the United States, or any state, or political subd"ivlj,)iiOI-,. thereof, or of any f'oreign country, which are owned at the time of death; all wearing apparel, jewErl,.iy,~-siiver.Ware, pic- , ·~ " . ~ tures, books, works of art, household furniture, horses, carriages, automobiles, boats, land any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fa.ir market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each i tern; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of' death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business, A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. 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 na~ure regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the 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 1mpaid at time of death; taxes accrued chargeable for period prior to dec.edent' s neath (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 ~ssessed 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 .......... ~ ..................... . \ , fr ......:; . · ..................... a(~.. .-.. ,.:~:l:f:~ ..... 1!~ ......... 19.Z/.. .... . }9'--.= _/) '1.../J -~ ' -............................. d/~;~,.1 c. ... //~ ................... . DOLOR Its· P. NIS'-Tl, Notary Public Washlfll;:fil~. Wa. ~ir gt ,, County, Pa. My Commi;;sion Expir!ls January 28, 1975 Mellon Nationa; ~ank .. ~J T/r., Company By: .............. ~.?!!.:~---··-- (Executor-Administrator )Trust Officer . .... S .•..... M.a..in ... Str.e .. e..t. ... & ... Che..r..r.:y. .. A.v.e.nue ............ .. (Street Number) . .... W.a..s.hingt.o.n ...... P..e.nn.s.:y.lv..~n.i.~ .................................. . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and scherlules annexed are filled in with details or the word ~None", anrl in case the assets include rare and unlisterl securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of O· FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule 11 F" and must not be deducted from this schedule. NONE Insert this total opposite "real property", Schedule ''A" in the X X X X X "As Reported" column on the last page of this return. ...... RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully Bank accounts, cash, etc. , per copy of inventory attached hereto: 19, 165. 90 Less Social Security Lump sum Death Benefit: 255.00 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return, UNIT VALUE X X ESTIMATED MARKET VALUE 18,910.90 18,910.90 DEPARTMENT VALUATION (Do not write in this space) RCC-36 · . ~ . '·' .. COJvfMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "C" TRANSFERS RES IDE~T DECEDENT ( 1) (2) (3) (4) (5) (6) Dirt decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No Did decedent, within two years of death, transfer property from hims~Jf to himsel~ and another or others (including a spouse) in joint ownership? (Answer yes or no) No If the answer to (1) or (2) abnve is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death: (Note 1). Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e __ an-d-adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or en,joyment of or the right to income from the property transferred? (Answer yes or no) ~o (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No If the answer to (5) (b) above is in the affirmative, state whether the ri'ght was reserved in decedent alone or others ____________________________________________________________________________________ __ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) Yes (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) Yes (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Alone NOTE 1: The answers to these questions shou]d be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION Decedent created a revocable trust with Mellon National Bank & Tm.ust Company on March 4, 1966. On May 7, 1971, the trust consisted of cash and securities having a value of (See detailed statement attached} Net income on hand & accrued to 5-2-71 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) 26,465.62 470.00 26,935.62 b\( DEPT. VALUATION (Dept. Only) ____ ,..,._ ___ ._-<';t..:. .... ..,.. -..... 1 .... -: .. _~-;-:.. ~;~--'\ fv1ELLOrf r~ATIOr~AL·_ BA.NJ< ArJD TRUST CO~JlPANV -.. ~ ,.. TRUSTEE UNCER C~tO OF TRUST OF HARRY S MECKLEY -(~TEO MARCH,4 1966 ' l ~ ~-. : .• . •• J' t ._· . ~,...__ : -i -~. --. .,,. ,. __ .· . • .. -·' TRUST DEPARTMENT MAY 2, 1971 PAGE .1 l'rtiC~O r-:oR iNl~RJTANCE : ._ •· TAX PUHPCSES ••• oc ·•~u.t.,.,~,i.~, LIST CIF ASSETS T~ 400-649 ACCOUNT NUMBER 31 05 Q2 T 0 A M I M • f c A E A u f C· N V N s I 0 A I A T c u G f G f N f w f I T I I --L____- -, -~."::;,:--c:r.:~:;- 3 2 6 15 6 5 5 • 6~ c c s , I E I 0 c • N s • T ' T u H 0 c 0 I c I . y N 0 , 0 c • T 0 I M' T . I . ' l ' , I 0 . • s N • s N TAX CODES I • L .. -- FA(( VAlUE 01 NUMBEI OF SHAlES I NAME OF SECURITY T RATE MATURITY ESTIMATED ANNUAL INCOME I I INVENTORY I ' ·---'-M-'-ATR _ _;.;cK;;:.ET~--~~--t PRICE 650 1100.65 513 100.41 213 1.376:0 1.3764 1.376t1 1.3764 96.41 VALUE PRICE I VALUE 13,085.00 10, 040.63.· 95.125001 12,366.25 92.50000 9,250.00 4,823.441 . 95.96875 27. 949.0JI!i-. 27. 949.0! 27.949.0 --,. 27•949.oltf. 50.93 2 a. oo o. ocJt. .. ·--- -·· / .. ) . 4,798.44 26, 414.69* 26,414.69* 26, 414. 69*111 26,414.69* 50.93 26, 465.62* ·_;; ;,·. '· ~ -~ ... --~-,. . ~ . -~ -·Vr"'i h RCC-37 (12-63) C0Ml\IONWEALTH OF PENNSYYLANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingen~ or other- wise, in estate) John Henrv Mecklev Sunburv Pennsylvania Tht=>lrn;:i F. Vander sh ce Bloomsburv Pennsvlvania Dolores F. Jacobs Severns Park. Marvland Paul E. Fitting, Jr. Camp Hill, Pennsylvania The above schedule reflects thE of both decedent's will and hi<s SCHEDULE "D" BENEFICIARIES · RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are. involved, set STATE YES forth this fact.) OR NO Stepbrother Yes W if_e_ 1 _a niP. c e Yes Wife's niece Yes Wife's nephew Yes dispositive ter tn.s nter-vivos trus . DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH 1/6 Net Estate 11 6 Net F. s ta"ta U 3 Net Estate 1/3 Net Estate Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~ Will Administration l 63-71-521 ) No. Year .................. . IS THE .\lA TIER OF THE APPRAISEMENT OF THE ESTATE OF Ha:r.ry ?~ Meckley Deceased Late of Canonso\+;rg ... County of W.~shin,gt()n. Commonwealth of Pennsylvania REPORT AND APPRAISAL . \.r ! ~ =) D f 1 .J .L ~' r·~ f H S V If.~ t' j~J·t ~ () } j 31 s: i c; 3 t1 ':J;ih -l ·1 ::1:; ·:; n u (-i f ; ~ ~ ; ~ 'l ~ :·· • j ! I • '·-" L' ·t I \.,~ ... l ~ . ... ~;~ ... " '"! ...... "I II ·~ II . II ; -; ... ~ (Executor-Administrator must complete "As Reported" column #1.) 0 ..., "'t1 ::::c .... .... (b (b 0 II> .... E.. "' ::s "' "' "' 0 ..... ::s "'t1 ..., (b II> .... .... ,_ II> "' 0 X "'tj'O II> c:r .... ~ (b .g ~ t:%1 ~ "' ..... ,... "< II> ..... (b en c: ~ ~ > ::::c wen en>< () () ?"' ?"' ?"' n ~ > : : : -69-69 -(,~) -69 -69 -69 =~: :N i-' > : \Jl : :0' P=> ~ . "' :oo i-..oi.D :::c ........ =~ 'v-> 1--' (bt-;0' :nf' 'g'-' .... :\Jl :0' '-0 ..... (b ;N N 0 c... '--' ·-. --· .. -69 ;00 -(,~) -69 --69 :~···: ... . . . ' .· ·~· ·~· ·~ .JJ..J Sb '-... ~~~· ·~'0: ~~· ~~· fJ () • > "' t:l t't..-.., 8"tv .... '--' 3 :::l §_ II· . ' . . - , . ~,.. ,, I I ' I I I ' Form RC C-10 •" . ~ .--OFFICE OF THE 63-71-521 STATEMENT OF DEBTS AND DEDUCTIONS "'""'"' mowm " J THE SUM OF . . . . . . . . . . . . $ .1.1.:~( ~ . ... /EGISTER OF WILLS DATE APPROVED ~f.~-~--~ I~ OF .. ~ rw ASHil\G TON COUNTY :\l~ll l>-t~ AND AGENT OF THE COMMONWEALTH Register· of Wills, Agent ESTATE OF HAR,RY S. MECKLEY LATE OF Canonsburg, Pa. DATE OF FILING APPRAISEMENT DAT!i: OF DEATH Ma~ Z, l9:Z l DATE NO. OF NAM£ OF PAYEE REMARKS AMOUNT VOUCH"'I 197 Mav 17 Washington County Reports: L egal advertising 14 00 June 1 The Daily Notes: Advertising ~rant of Letters 12 50 11 Jesse H. Giee:le: Funeral exp1 nses 1,023 23 Kury an<lKury: .Profess1ona1 erv1ces 1n consu1tat1on wiffi John 14 Mecklev and general services !rendered Executor 35 00 14 Kury an<lKury: .Ke funeral ex enses Telephone tolls ~b. u~ John Meckley: Traveling expe p.ses and loss of one day1 s wages 40.00 46 08 Commonwealth o1 .r-ennsy.Lvam< , .ourea:a or vital July 6 St-::~ t-i !'lt-i r. s · 5/31/71 Three Death Certific ates $6.00 7/6/71 One Death Ce rtifica e 2.00 8 00 Register of Wills, Washington County, Pa.: Court costs Oct 19 rl.l'l fnlln-ws: 5/27/71 Four Short Certifica of Will te s and Certified -copy $29.50 7/1 ~4',} 1 Une ::>hort veruncat~ l.UU 10 19 71 Filine: costs, Filing Inventory 5.50 Filing costs, First nd Final Account 17.00 53 00 27 Howard 0. Stevens_.t_ Esquire: Attorney's fee 965 00 . 27 Mellon National Bank and Trw t Company: Corpus compensatiOI as Executor 960 00 Termination charges in distril ution of voluntary Trust: Mellon National Bank and TruE t Company: Compensation as Trustee 1,100 00 Howard 0. Stevens, Esquire: Attorney's fee 1,000 00 l ____ _, ____ ,_ ____ +-----------------------------------4-----------------------------------~---------4----- ~:;lon National Bank and Trust Company S L S 'j . 'l') (, COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington 1, Arlie W. Ott, Trust Officer, HEREBY CERTIFY, THAT. TO THE BEeT OF lloiY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE IHATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUIS~ITTED TO THE ESTATE OF Harry s. Meckley (;hE SED, AS DEDUCTIONS FOR INHERITANCE TAl(; ~URP~I!IES. ~· {bt "' t .,. "' ' . , , . . 2 d (L. 5.) swoRN ~"No suBsCRIBED f!Ei"ORE ME THis n cAY 01" T t Off' . N~ 71 rus 1cer -~e~ . ~. ·:.._., ..;· Notary~ Public DOLORES P. Mt~ ;· ', Notary Public \Vashmglon, Wa · i!.gt County, Pa. My Comm: s1on Expires January 28, 1975 I I I I ,. ,_t ~ : •. ~ ·.·~·! I. • , .. ~~ ·' '7! !'IOU !r I ' . . -' .... _ ..; ·. ~ li ~" ; . ' .4/t to ,._ J . 1- 51 ..... ~.l. -. ,/ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. In the matter of :bhe Audit of Account filed in the Estate of )Da" of dea"' S -,). -7/ \ No. _2g_l of _!21:t,. Term, 19 __ , A.A. I _ Meckley, Harry S. Deceased ) Docket 38-173-2 TO THE AUDITING JUDGE: Enter my ,appearance for the Commonwea~th of PennsylV!ania, claiming tl"ansfer inheritance tax in the above estate, as follows: DR. To appraised Vlalue of Estate: Realty________ _ ___________ . --------------------------------------------------------------------------$ ___________ _ PersonaltY-----------------~-------------------------------------------------------------------------.. $ /& Cj>;f) f PO Additional Assets per Account, Subject 'to Tax_____________________________ ___ ____ -----=------=------------------___________ $ /. G:, f'J .,5 \/ (, Z,.' ~-.s~~J,.-~/, 00- Addl!im,.l As.ot• pm-Audit, "".,bjecl ~~ c.ld~-----~ P-" !!12-1-3 Z.. /, --~------ CR. r VALUE________________________ $ L/fo, ~7,. 5~z.-- ~z, \~; &?a' Debts ~nd Expenses per Account; see Note Additional Debts and Expenses per Audit I ) $ ______ _ $ _____ _ $---~--- $ ______ _ $ _______ _ $_ ______________ _ $ _________ _ TOTAL DEDUCTIONS, $ NOTE: The following credits claimed in the Account are held not deduct1Jble as against the tax: CALCULATION '!lax- able at 2% Gross V:atlue ________________________ _ Less Deductions _________________ ------:::-=----,----.{;~-:.r----__: __ Clear Value___________________ __ _!f_Q flO t ~-'----- ) ____ _ ) :: ~ _Lt_o_f __ o_1~_' c. ___ _ ---------~ -~~=---I -----$_~-~-~-'~$- $_(! ?~_(_ s-: Less amount previously paid_____________________________________________________________ ___ $ _ _2-l C/il!)t:_ ~ TAX PAID ON ACCOUNT @1/}1 /}, _J: $ 0~ zoo. oo 7 .. Total Tax ___________________ ---------------------------------------------------------------------------------- $ ______ _ $ ______ _ Balance ----------------------------------------------------------------------------------------------------------------------$ Y-~ 6 ~-_/l!_ $ _______ _ Interest __ yrs. __ mos. __ days @ __ % _____________ $ ____ _ $ ______ _ TOTAL TAX AND INTEREST DUE --------------------------------------------------$ t.;-_1~, I~"" , ? ' . I .j . , ,., I .. '' .... "' ~;, No. ___ , Term, 19 __ , A.A ESTATE OF Deceased PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RCC-81 {6-71) 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Ta'x Division NOTICE OF FILING OF APPRAISEMENT 38-173-2 MELLON NATIONAL BANK & TRUST COMPANY (Executo~ In Re: Estate of HARRY S • MECKLEY WASHJNGTON County-File No. __ ..:..:63:::..._-~7~1:.._-..:::..5_21 ___ _ You are here by notified that th e--=-=-=o=r:-i:::-g_ina-=1=-=-==:;;:;---------- appraisement in the estate of HARRY S • :1-IECKI..b.""'Y has been filed iri the office of the Register of Wi lis of y[ASHINGTON County on November 18 , 19..11_, Said appraisement reflects the following valuations: Real Estate _____________ _ Persona I P roperty __ --=1~8.2..; 9£.:.1~0~~~9:...::0:..__ ___ _ Trans fers _____ ___.,2,.614,._.9'-"3'-'5,_._.-"'6""-2 ____ _ Jointly Owned -------,------- T ota I ______ ...:::J4u:5..z.., 8=4:r..:6~.£52=----- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __ N_o_v_e_mb_e_r_1_8 ,"--1--''!1-=--1 __ _ Signed ___ DO_MI_N_I_C_R_._:__Ll_eMAR_._IA ____ _ Title APPRAISER I DATE OF DEATH: May 2, 19'71 Note: This is not a bi II. j RCC-.39 '(!!-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT 0 SUMMARY Estate of MECKLEY (Last Name) HARRY (First Name) s. (Initial) DATE OF DEATH 5-2-71 FRLE NO. 63-71-521. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: -~N:..:::o~>v~e::!!rnb=er"'---'1:!::C8~,L....:1:...97w..:1,__ __ d~R~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or . lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: ________________________ _ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED $ $~----~--- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 45,846 annuities................... $-------+--- EST ATE TAX ASSESSMENTS $ _____ J.____ 45,846 52 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on$ 6% Tax on$ 5% Tax on $ 10..%_ Tax on $ __________________ .._ __ -'-<?':-15o/oJ $ _____________ ~_ $---------------+---- $--------------4---- $ _______ -+-- $ ______________ -+---- VALUE AS REAPPRAISED $ _______ -+--- ·Exemptions ========:t===~ Total Estate--------------~--- TOTAL TAX $-------------L...-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======1== BALANCE $-----+--- Less 5% of tax if paid within 3 months after death $=====~==== Add interest at rate of 6% from ---------to --------- AMOUNT OF ESTATE TAX ASSESSED $-----+--- Estate tax paid $ _________ ___,~ __ __ BALANCE DUE $----------~---- Add interest at rate of 6% from ---------~·0----------$-----------4---- TOTAL TAX BALANCE $ ----------+---- pAID $ ------------'--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF HARRY' .. $ •. M.ECKLEY Deceased Late of . . . . CANONSBURG County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Funn !l.CC-2 DEPARTME~!T OF REVENUE BUR~AU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 COMMONWEALTH OF PENNSYLV M.J:O:A RESIDENT INHERITANCE TAX APPRAISEMENT DATE ··········-~!J.B:~AgJ.: .... ?., ...... J.::.97..?. .. . NTY WASHINGTON cou ·············································································· FILE NO •....... ~?.:~7J::::.5..?.J.:: ............................ . Whereas, .................. HARRY .... S .•.... MEC.K.LE.Y ............................................................................ late of ........................... CANONSBURG ............................................... . in the County of ............................. W-1\P.!:ti.NG.;rQN.. ........................................................................ Commonwealth of Pennsylvania, having died on the ............................................ ?.:n9.-..................................... day of ................................ JMX ................................. 19 ........ 7+ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I FRANCES lEO n appraiser duly appo 'nted according to Ia ' , ....................................................................................................................................... , a 1 w, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpous $ C::TTPPT li:MH:I\1 'AT A'PPR/1Tst<:IVit<:N' PERSONALTY . ' nAl~~P.d Sn~i R1 c::.,.,..,,..; t.v 0 ·-"·it.~ 221. 00 v Travelers Check: 100. 00 j ' ··!' TOTAL 321. 00 .. ' Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ..................... 2nd ............................... day of ........... FEBRUARY ......................................................................................................... 19 .72 . .......................... Brance.s ... Leo .......... ............. . .................................. .... ................ .......................... ?44. .. :W.!i..~h.:i.ngt,_qn .... ;rP.~~t.-.... ~lcig., _____ Appraiser ...................................... (Number and Street) ............................. Wa.s.hingt.on, .... Pa. ............. ......... .................... .. ....... , Penna . (Post Offiee) l I I i . .) .-. ',. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HARRY S. MECKLEY Deceased. Late of CANONSBURG Date of Death, ......... MAX. ... G . .t .... l9.7:J. .............................. . Appraisemel!t Docket Vol., Page, ........................................... No. 63-71-521 Filed in Register's Office, Amount of tax due, $ ......................... , .......................................... . DEPARTMENT OF REVENUE Received, Examined and· Approved, Wrote abo.ut Appra.isem~nt; Appeal fyom Appraisement, Entered and charged, c L. .I '--~ c l (/ .. Form RCC-2 DATE ......... NOV~b.~r. .... l$., .... .J,97.l. .. . . . DEPARTMENT OF REVENUE COUNTY ... -~J\.~.~.~.~.~~_9.~ ............................ . JJUR~AU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF-PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO •. 9J~7l.~5.?l. ............................... _ .................... . Whereas, .............................................. ~X ... e .. ~ .. J1.§G.~ ............................................... late of ........... g~g~.~.~~ ........................................... . in the County of ....................................... WA$..HJNG:T.ON ............................................................. Commonwealth of Pennsylvania, having died on the ....................... s.e.~ond .................................................... day of ................... ~Y. ................................................. 19 ... 7.~ .• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................... OOMIN.lC .... R ....... D.~MAR.l!.\:. .................................. : ....... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset Unit Values Appraisement I Made for Inheritance 1 Tax Purpoaes I $ PRHSONAT. • SEE COPY OF SCHE:DULE 11B11 ATTACHED TO APPRAISEtv.IENT 18,910 90 TRANSFERS: -SEE COPY OF SCHEDULE 11C11 ATTACHED TO APPRALSEMENT 26,935 62 total L.5.8L.6 52 ................. 6J .. Cl .. LA ...... 'j'J:J-:o..';'' ................................ , Penna. WASHINGTON Cout~ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HARRY S. MECKLEY ······················ ..... ,,.,., .. ,., ........... . Deceased. Late of CANOl'SBURG ············. ···~·································· ...................................................... . Date of Death, ................. 5-2-71 ........ ···································· Appraisemel!t Docket Vol., ......... ,3.8 ..................................... . Page, ......... l73.~2 ................... No .... 9.3..~7.~~.5.?1 ............ . Filed in Register's Office, ..... l'J~Y. ........ J.:.?. ........... 19 ... Tl.. Amount of tax dtte, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, '.· .t I I I AFFIDAVIT OF EXECUTOR --··-~ STATE OF PEN:t:JSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared ARLIE W. OTT, TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY, who, being duly sworn according to law, deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of HARRY S. MECKLEY, deceased, that the following schedules constitute a complete inventory and appraisement of the_ real and personal estate of HARRY S. MECKLEY, deceased, except .real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this 18th day of ___ Oc_t_o_be_r ________ .. 1971 Is/ . Dolores P. Meredith /s/ Arlie w. Ott Notary Public Arlie W. Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of HARRY S. MECKLEY, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels, rights and credits which were of HARRY S. MECKLEY, Deceased late of 132 North Jefferson Avenue, Canonsburg, Washington County, Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Mellon National Bank and Trust Company. Canonsburg Office Checking Account No. 356-2279 Balance 5/2/71 The Florida National Bank at Lakeland Withdrawal of balance of account in the Occupants Fund at the Carpenters Horne for Aged Members $ 8, 183.44 10, 671. 25 Carpenters Pension Fund of Western Pennsylvania May, 1971 benefit check $ 36.79 Commonwealth of Pennsylvania Treasury Department Payment representing final settlement with the State Employees Retirement Fund Treasurer of the United States Social Security lump sum death benefit Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA None MEMORANDUM OF REAL EST ATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 - 19.42 255.00 $19,165.90 :, ... t L 1'· INVENTORY AND APPRAISEMENT IN THE ESTATE OF HARRY S. MECKLEY, Deceased Filed OCT 1 8 1971 , 1971 Attorney: Howard 0. Stevens, Esquire Mellon Bank Building Canonsburg, Pennsylvania 15317