HomeMy WebLinkAboutOC1971-0655 - ESTATE OF ROSEL3-71-L5-S J ~.I.
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In the event my said daughter ~ails to survive me,all
son-in-law,HARRY C.PETERSON as Executor of thi.s my Last
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Pittsburgh,'
LAST WILL AND TESTAMENT
In the event the said Harry Co Peterson is
to serve as such Executor,I nominate,
All the res~,residue and remainder ot my
I appoint Commonwealth Trust Company,
I direct my Executrix to pay my just.debts,the
SECOND.
FOURTH.
FIRST.
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I, .,,!I,...._.~,"'~I,ZELLA McNAIR ROSE,of Allegheny County,Pennsylvania,
.'11 do hereby make this my Last ·Will and Testament,.hereby revoking
II any and all Wills and Codicils at any time heretofore m~de by me.
II
"I•I expenses of my last illness and my funeral expenses.,
IIII.
II estate of whatsoever nature and wheresoever the same may be
'I'situate,I give,devise and bequeath to my daughter,ISOBEL R.
1 PETERSON,if she suorvi:ves me.iliiIIIt .:!such rest,residue and remainder of my estate I give,devise
il and bequeath to the issue of my daughter,:Isobel R.Peterson,
II per stirpes.
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II THIRD.I nominate,constitute and appoint my daughter,
II ISOBEL R.PETERSON,as Executrix of this my Last Will and
!II Testament.In the event my said daughter is unable or unwilling
!to serve as such Executrix,I nominate,constitute and appoint
II
II my
II Will and Testament.
'I!f unable or unwillingII·.
!I constitute and appoint COMMONlffiALTH TRUST COMPANY as Executor
!lof this my Last Will and Testament.
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llpa.as Testamentary Guardian of the estmes of minors entitled to
II distribution hereunder,giVing and granting to it in the capacity
Ilof Guardian of the estates of minors the power to agree to any
!ldistribution of my'estate that it deems advisable;the power
fII to retain any property,real or per~onal,received by it in kind
II and the power and authority to sell the same upon such terms and
!I conditions as it believes advisable,giving good title to any
Ireal'estate thus sold;and the power and authority to:.invest in
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I hereunto set my hand and seal
any illness,Inj~ry or other emergency
or professional training,and·to aid
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,1956.==-::lc:;.::..!:::..Jr..=..=-_
us,who at her request,in her presence and in the
each other have hereunto subscribed our names as
.Signed,sealed,published,and declared by the above
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in its so Ie d iscretion,deems adv isable for the 'minor's comfort,
income and the principal of the minor"s share of myesta~as it,
--·---f··.·.-.i;'-"11'~'-'~-----.-----_.-_._-_._~---..._--,_..--.., . .....-
IIij such stocks,bonds and/or other investments it deems advisable,.I
I!without be~ng limited to those investments in which guardians I
II Iitarebylawrequiredtoinvestminors'funds;and giving II'~and granting to it in this capacity the power and authority to
Ii~~isburse to or for the benefit 'of the minorwar~s so much of the
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i\Ii!I support,maintenance and complete education,including
11IiI!college and post-graduate
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'1 the minor in the event ofI .
I~affecting the minor wards wherein money is ~eeded.
p!I.IN WITNESS WHEREOF,Ii .71.,I this ....'.day of ~"--~
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I named Testator as and for her Last Will and Testament in theJ
II •II presence of
11 presence of
!wi tnesses.
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Ii Address ;/3 '7'I.f~4-.t.Address:.$'....,/1~Ia.
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.~3_71.~55j
Affirrnuit (@f tExrrutnr (@r Abmiuistrntnr,
i;tatr of 'rnnsyluania.t ss:
enaunty of )IllIas~in!Jtan \
Personally before me,the undersigned authority,a .N.Qiar;y.P.l.lhli.c in and for said
County and State,appeared l.s.ob.el R .P..e.t.e.r.5.0l:l :who,being duly
sworn according'to law,deposes and says that she is the executor or administrator of the estate of .
.....................Z.ell.a Mc Nair Ro.s.e deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ;S~llg.Mg.Ng.J.;r;:B.Q..$.~,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Aol:miOOxtlrxtxll::..
.:..s(~~'oraPj:S'f:lbSCribed before me this..:<..i...'!....l ~~~~
'd .'f'.,~.19 71 .\~_;..ay ~.'.:''''''',,;~.::::..~0;~.·..·;·9··~" .·E~e~~t~~:i~mi"~;~~~..
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N,lltary PU6Iic.WasijltgtOri,;Wa~i~gton CO.ADDITIONAL INSTRUCTIONS
•My.COffilJ1iSsion hpires'MarclJ:20.1972.••.' •'I:~1:n mvt;Qtory rnllst l:5e flIed wlthm three months after appomtment of personal representatlve.
2~;A suppl~f!l~tafinventory must be filed within thirty days of discovery of additional assets.
"S.l'yrig\1J:n:Cand 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $r~)')0'do,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Jnurntnry aub l\pprai.spmrnt of the goods and chattels,rights and credits which
were of ;S~U.§M.f.N§.tr;:B9..$.~late of p.~.t.~.;r;:§.IQY,.!D..$.~2.t.p..
Washington County,Pa.,·taken and made in conformity with the above affidavit.
PERSONALTY:
DOLLARS CENTS
Bliss &Laughlin,Inc.--Certif.#NO:4954
Certif.#CO 3662
Certif.#DF 004725
Certif.#SF 002259
Total Shares @ 27-1/2
Duquesne Light----------Certif.#PB 20407
Certif.# D 22951
Total Shares @ 25-3/8
Fruehauf Trailer--------Certif.~89857
R.C.A.---------~--------Certif.#NO 172458
Certif.#RE 126823
Certif.#RE 342940
Certif.#RD 676822
Certif.#RE 588090
Total Shares @ 31-1/4
Amalgamated Rare Earth Mines LTD.--Certif #NJ 0892
The Magna Charta Mining &Milling Co.
of Colorado Springs,Colo.--Certif.#1224
The Magna Charta Mining &Milling Co.of
Colorado Springs,Colo.(Registered in the'
name of Lizzie A.McNair -mother of ZelIa
M.Rose)--Certif #'1223,
REAL ESTATE:NONE
TOTAL ESTATE
Shares
10
5
1
l2-
32
15
12....
30
25
5
10
1
1
_1_
18
27
1003
1000
880 00
761 25
8t8 75
562 '50
No Val~e
No Val~e
No Val Je
3022 50
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IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.&~-/I-(PSS-
IN RE:
Estate of ZELLA McNAIR ROSE,
Deceased.
PETITION FOR SETTLEMENT OF
SMALL ESTATE
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SANFORD S.FINDER
ATTORNEY AT LAW
729-734 WASHINGTON TRUST BUILDING
WASHINGTON.PENNSYLVANIA 15301
I ::A4-ijL.3 v-L
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
Estate of ZELLA McNAIR ROSE,
Deceased.
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~NJ.L,3-7J-~.§S
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PETITION FOR SETTLEMENT OF SMALL ESTATE
TO THE HONJRABLE P.V.MARINO,PRESIDENT JUDGE OF SAID COURT:
The Petition of Isobel R.Peterson respectfully represents:
-1-
That ZelIa McNair Rose died testate a resident·of Peters Township,
Washington County,Pennsylvania,on March 2,1971.
-2-
That by her Last Will and Testament dated December 6,1956,she did
give the entire estate to her daughter,Isobel R.Peterson,who is also the
Executdx of the said Estate.
-3-
That an affidavit of debts and expenses has been filed and a copy of
the same is attached hereto and marked Exhibit "A",and made a part hereof,as
is a copy of the said Will which is attached hereto,made a part hereof and
marked Exhibit "B".
-4-
That inasmuch as the value of the said estate,both gross.and net,is
under the sum of $5,000.00,your petitioner desires your Honorable Court to
direct that the Executrix hereinafter named be awarded all the shares of stock
which constitute the assets of said estate in kind.
AND SHE WILL EVER PRAY,ETC.
Isobel R.Peterson
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STATEMENT OF DEBTSOFFICEOFTHE THE SUM OF ..............................................................
.;,,REGISTER eF WILL~..
AND DEDUCTIONS ..
Washington OATE APPROVED .0 ••0 .,•...................................................OF COUNTY
AND AGENT OF THE COMMONWIlALTH
Regllter 01 Will.,Ag""t
ESTATE OF ZELLA McNAIR ROSE LATE OF Peters Township
DATE OF FILING APPRAISEMENT OATS OF DEATH March 2,1971
DATI!NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
E.B.Lauahlin Funeral Home Fu nl>7'al ':>.Qnn nn
burialAdditionalfuneralexpenseTransportingtoIllinoisfor 1.000 00
Sanford S.Finder Attorney's fee -200 00
Alice L.Miller Notary Fees 3 00
Russell Marino Letters Testamentarv 12 00
Russell Marino Filing Inventory &Appraisement 3 00
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4118 00-
COMMONWEAL.TH OF PENNSYLVANIA
COUNTY OF Washington
____-=I~s:.::o:.::b~e::.;l:....:R:.:.:..-:.P..:::e:..:t:.::e:.:r:..:s::.:o::.:n~HEREBY CERTIFY.THAT.TO THE BElir OF
MY KNOWLEDGE AND BEL'EF.THE FOREGOING .8 A JUST AND TRU E.STATEMENT 0"DEBTS.FUNERAL EXPENSES AND EXPENtlU 01'
ADMINISTRATION SU.QMI.TTI!J;)..TO :rHB:~8TATE .0"ZelIa McNair Rose DECEASED.AS DEDUCTIONS FOR
INHERITANCE TAX'PO'R'P08£8:",'~''.~Ie P~
..._~(J rf --hObel ft.PetefSon ,.",CL.s.)N AND'SUBSCRIBED BEFORE Mil:THIS "'Y t:r DAY 01'
--";~~~~~-"'--__T:-""--'8 1L-Udt:J
ALICE .L.,MILLER _.:
Notary Public,WashingtOn:Vlasli'ingloll I;,;.
My Commission Expires'March 20,1\172
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In the event my said daughter ~ails to survive me,all
~'
LAST WILL AND TESTAMENT
I appoint Commonwealth Trust Company,Pittsburgh,i
.,
All the rest,residue and remainder of my
I nominate,constitute and appoint my daughter,
I direct my Executrix to pay my just debts,the
:,:.
FOURTH.
THIRD.
SECOND.
FIRST o
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.d I,ZELLA McNAIR ROSE,of Allegheny County,Pennsylvania,
II 'lidO hereby make this my Last Will and Testament,hereby revoking
IfI'any and'all Wills and Codicils at any time heretofore made by me.
J
,',II ''.II " '
II expenses of my last illness and my funeral expenses.
IIII
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"II~,,i!estate of whatsoever nature and wheresoever the same rna)'be
~,
II situate,I give,devise and bequeath to'my daughter,ISCIBEL R.
II PETERSON,if she survives me.
II
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11H:1 such rest,residue and remainder o,f my e~tate I give,devise
:.il and bequeath to .the issue of my daughter"Isobel R.Peterson,
Ii per stirpes.
II\1
IIIj,ISOBEL R.PETERSON,as Executrix of this my Last Will and
1\,Testament.,In the event my said daughter is unable or unwilling
"II '
I)to serve as such Executrix,I nominate,constitute and appoint
,II 'limy son-in-law,HARRY C.PETERSON as Executor of this my Last
d~!Will and Testamento'In the event the said Harry C.Peterson is
Ii.,,
~'l .ljunable or unwilling to serve as such Executor,I nominate,rl ',Ii,
II constitute a~d appoi~t COMMONWEALTH TRUST COMPANY as Executor,I '
110£this my Last Will and Testament.
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11pao as Testamentary Guardian of the estmes of minors 'entitled to
),
;j distribution hereunder,,giving and granting to it in the capacity
:..
;;of Guardian of the estates of minors the power to agree to any
:1
II.i .fi:d1str but10n 0 my estate that it deems advisable;the power
itII to retain any property,real or personal,received by it in kind.,
'1Ii and the power and authority to sell the same upon such terms andl!,condi~ions as it,believes advisable,giving good title to any
II real estitte thus sbict;KfiCi tHe pow~f tiHC!fttltk~ftty Hi:HHf~~t 1.H
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Exhibit "B"
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IN WITNESS WHEREOF,I hereunto set my hand and seal.'d
this"·,,,,'- "'day"(if ~, '1956.
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I!I!qIj such stocks,bonds and/or other investments it deems advisable,
IIII without being limited to those investments in'which guardians
:1~are by law required to invest minors'funds;and giving
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~and granting to it in ~his capacity the power and authority to
!,l disburse to or for the'benefit of the minor wards so much of the:/IIil income and the principal of the minor's share of my esta1e as it,
:1(I in its sole discretion,deems advisable for t1ie:~minor's c:omfort,
,I
i\support,mainte~ance and complete education,including preparatory:~I,i
11 college and post-graduate or professional training,and to aid
II .
II the minor in the event of any illness,inj ury or.other e'mergencyII!ili affecting the ·minor wards wherein money is needed.
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Signed~sealed,published,and declared by the above
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1\named Testator as and for her Last Will and Testament in the:,i;•II presence of us,who at her request,in her presence and in the
!!presence of each other.have hereunto subscribed our names as
IIII wi tnesses.II '
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T.L.:.wit
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
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)55.
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Personally appeared before me,the unde!signed authority,ISOBEL R.
PETERSON,who,being duly sworn according to law,deposes and says that the
facts set forth in the foregoing Petition are true and correct to the best of
her information,knowledge and belief.
Isobel R.Peterson
.~Notary Public.~'..,'
-".:.~ALICE L.MILLERJlillta~~PUblic,Washington,Washington Co.
My Commission Expires March 20.1972
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
Estate of ZELLA McNAIR ROSE,
Deceased.
)
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o R D E R
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AND NOW,to wit,this ~~ay of June,1971,upon consideration of
the foregoing Petition,the assets of said Estate are hereby awarded in kind to
ISOBEL R.PETERSON,and consist of the following:
Bliss &Laughlin,Inc~
(Common)
Cert.No.#NO 4954 10 Shares
CO 3662 5 "
DF004725 1 "
SF 002259 16 "
32 Shares @ 27-1/2 $880.0Gl
PB 20407 15 Shares
D 22951 15 "
30 Shares @ 25-3/8 761.21
NC 89857 25 Shares @ 32-3/4 818.75-0
NO 172458'5 Shares
RE126823 10 "
HE 342940 1 "
RD 676822 1 "
RE 588090 1 II
18 Shares @ 31/1/4 562.5r
NJ 0892 27 Shares @ ~c
1224 1003 Shares @ **
Duquesne Light:
(Common)
Fruehauf Trailer:
(Common)
R.C.A.:
(Common)
Amalgamated Rare )Earth Mines LTD.:~No Value
The Magna Charta Mining &Milling
Co.of Colorado Springs,Colo.:~No Value)
The Magna Charta Mining &Milling
Co.of Colorado Springs,Colo.
(Registered in the name of
Lizzie A.McNair -mother
of ZelIa M.Rose)(No Value)
1223 1000 Shares @ .**
B
Form RC C ,10-1\I
OFFICE OF THE
REGISTER OF WILLS
OF Washington COUNTY
~3-7/-£S0--
STATEMENT OF DEBTS
AND DEDUCTIONS
"'",,,'".mow""j
THE SUM OF ,.,.........$.
DATE APPROVED .
AND AGENT OF THE COMMONWEALTH
Register of Will.,Agent
'.
ESTATE OF ZELLA MCNAIR ROSE I.ATE OF Peters Township
APPRAISEMENT DATS OF DEATH MarCh 2,1971DATEOFFII.JNG
DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCH~lIlI
E.B.Lauahlin Funeral Home Funeral --?Qnn nn
burialAdditionalfuneralexpenseTransportingtoIllinoisfor 1.000 00
.Sanford S.Finder Attorney's fee 200 00
~'Alice L.Miller Notary Fees 3 00
Russell Marino Letters Testamentarv 12 00
Ru~11 Marino Filing Inventory &Appraisement 3 00
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4118 00
COMMONWEALTH OF PENNSYLVANIA
I,
COUNTY OF Washington
____......;I...;s::.o::.b:::..::e..:l:...-R_.:.....P......;:e..:t:.:e:.:r:..;s::.o::.n:..:....~HEREBY CERTIFY.THAT.TO THE BE5T OF
MY KNOWI.EDGE AND BEI.I,EF•.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAl.EXPENSES AND EXPENSES OF
ADMINISTRATION sy.ti~~,..;~p~TOi.Tr·E,ESTATEOF ZelIa McNair Rose DECEAIIED.AS DEDUCTIONli FOR
c{'.'!'4?__..t"~()D
INHERITANCE TA~P!J~;>08ES.'.~/'I"~/(-\~~
.:'-oJ......",";V'/;.J'"'..:~':.,f.J d --nobel R.PetefSorl'(1..5.1
N AND'SUBSCRIBED BEFORE Mi-THIS o?6 DAY 01'
-::::L.':1"71_...:::.....~~~~.,rP~~~cA.,e4./J--=.
•AtJCE L MILLER
Notary Pul:li{\]ashi~~6n;Y;;shington Cu,
My Commission-Expires March 20,197Z
'Vd "00 N01~NIHS\f;i\
SlllA\..~O t1jJ..SI~3U
ON I~jI//!T!~1 SSnlj
f]2 ~kId 6Z tmf I L
c.i"]'"]"1 i.f.\~.:$I 1.:j
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".RCC-'72(600'71 "...f.;'.~':._ .
COMMONWEALTHOF PENNSYLVANIA
_''ro'.·DEPARntiE..tT,OF REVENUE
•.BUR£AU OP,COUNTY COLLECTIONS~;~J ..~~
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APPLicATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
(State)
DATE July 16,1971
(County)(Post Office)
APPLICATIONi"-)~'~'.t
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~;;,,).TO Tt:te.PENNSYl.::'VANIA,DEPARTMENT OF REVENUE:'.,~;t-.,.;:.~1J"",~"'i,"i~.r ~App,lication is hereby mode for cansent to the transfer of the following securities of a Pennsylvania
1"~t'C,oi.p~rotron,:ora 'National Banking Association located in Pennsylvania:
•.):;~.,/".".~ofj '''i:'....'.'
:'-:;(a)-"3ll",;4"(b)Duquesne Light Company (c)_-"o_o_mm_o_n_~_
i ~':·(NO:r~.:;,;,?IQ.describin9 securities enter in (0),abOfe,either the number of shares of stock or the face amount of
..,'~gisf.Ye4~bands,ill (b),the nome of the issuing company and in (c)the closs of stock or the stated interest rate
...diuffiipturt'ty dote of registered bonds.).
i~:,r.~..-'15J,'·:~hl·.o6rt.no.PB20U0(7'"3-19-S6 " .
1/,::tS$Ut;DON .;'..,and having a TOTAL MARKET VAtlUEOF $....L7~6:.::1~.2=-5.l----'--_.",:~;)::"15,·sl:la..·O'e'-.)no.D22951 -1..23-59 _:::.~.a~:01.;t~t}'!te~of,deathof the_dec~d~,!!",Ze l1a M~Nair ~R~s~-!~~_~!~ch_2.,1.971
''''''',.''.·T'.•·..(Naino of,~cedent)(Date of death)
)~;-~';,;~-..'.;-'"<'"'\•••
,"~""-.~ho was late of_:!'-_l...,o;,...'7~.S_c_e_n_e_l"'-",y_C_l_r_a_l_e~,_M_oM_u_r_ra y'---_',---'-"W_a..;::s..::;h=l=n""g~t"_o=n:::._--=P....;:a~.'____
·"\~~":",.•.~"(Stre~tand Number)
~':~~:<;~~:"securi;ie$'are regiS;ered os follows:_..::Z~e:;..;1=.;]:..ca:::....-M=c.::.:N-=a:.::1-=-r~R:..:o~s=:..;:e::.-_
• .~~...'•(Name or names In which certificates are registered)..,.,...~...:,.
.,~t-,'.1 •
.n ,~rIiA••HS..a.R)rSbbe1 R.Peterson 107 Scenery Circle,MaMurrli1,Fa.15317
"'.EXECUTOR)(Name),(Address)
""L':~'>,.;.:'..NAME OF APPLICANT rsoQe1 Rose Peterson
~;:Z C6UN~_FILE'NUMBE~"?/<t S'6'ADDRESS OF APPLICANT 107 Seenery 01 role.MeMurra1.Po
.:',lBURE,AU'FILE NUMBER IJ ~,SIGNATUR E OF APPLICANT ~J<L..lg...i?,PdM A fL0'
.''.NOTIcE:.IF.YOU FAIL TO PROPERLY FILL IN ANY PORTIO"OF THIS APPLICATION,IT WILL NOT BE
1 - •CONSIDERED COMPLETE AND WILL BE RETURNED TO,YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
.CONSENT TO TRANS'FER SECURITIES
DATE July 16th.1971
Jhereb~consent to the transfer of the above securities now registered in the nome of the aforesaid '
---.....-.--.....~~-~-~........_....-~~...-~-.."~~~...~--;...-- ---,.~.~=~-~,.:.;-~-~---- -
..Decedent a~d waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the pro'perty,of.said Decedent is made subject pursuant to the provisions of the Act of J,urte 20,1919,P.L.521,
as 'amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions
.'of the Act of April 9,1929,P.L.343.
..
This Consent to Transfer the herein described property operates only in reference to the estate of the
.'",-,above-nomed Decedent.
.----washington
(County)
By---'l~-=..AC-~~~:--_:'---"_~
(Signature)
Register of Wills
Sig
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,