HomeMy WebLinkAboutOC1971-0749 - ESTATE OF RONEY):.,
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LAST WILL Al~D TESTAMENT
I,CHARLES G.RONEY,also known as CHAS.G.RONEY,of Washington
County,Pennsylvania,being of sound mind and memory do make,publish and
declare this my Last Will and Testament,hereby revoking and declaring null
and void any and all Wills and Codicils by me at any time heretofore made.
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FIRST:I direct my Executor to pay my debts,the expenses
of my last illness and my funeral expenses.
SECOND:I give and bequeath all my jewelry,automobiles,
clothing and other pure17 personal effects,as well as all household
goods and equipment which I may own,to my wife,ROSA D.RONEY,if she
survives me.
In the event my wife fails to survive me,I give
and bequeath the aforesaid items to my then living children,to be dis-
tributed among them as they shall mutually agree,or in the absence of
such agreement,as my Executor,in its sole discretion,shall deem advis-
able,making such distribution in as nearly equal shares as possible.
Dollars to each of my children,JOHN EDWIN RONEY,DOROTHY R.CURTIS,and
THIRD:I .give and bequeath the sum of Ten Thousand ($10,000.00),'.
DAVID DUNLAP RONEY"who survive me.In the event any of my aforenamed children t
fails to survive me,I give and bequeath the sum ,of Ten Thousand ($10,000.00)
Dollars to the then living issue of such deceased child,per stirpes •
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allowable marital deduction under Federal Estate Tax Laws when this share
as Trustee,so much of my estate as Will afford my estate the maximum
of my estate,so given,is considered with any and all other property of
If my wife,ROSAD.RONEY ,survives me,I give,FOURTH:
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devise and bequeath to PlITSBURGH NATIONAL BANK,Pittsburgh,Pennsylvania,
mine passing or which has passed to my wife under the provisions of this
Will or otherwise,and which other property is included in the marital
deduction allowed my estate.There shall be excluded from this devise..
and bequest any assets which do not qualify for the marital deduction.
The property thus bequeathed shall be held as the Marital Trust as herein-
ously or under circumstances which do not afford sufficient evidence as to
after provided.
who was the survivor,it is my intention that it be presumed that my wife
In the event my wife and I should die either simultane-
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lIiAlltherest,residue and remainder of my estate re-FIFl'H:
survived me.
maining after the payment of taxes as hereinafter provided,I give,devise
and bequeath to my said Trustee to be held as the Residuary Trust as here-
inafterprovided.
SIXTH:My Trus~ee shall hold the Marital Trust and the Resid-
uary Trust in accordance with the following provisions:
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I.TRUSTS.
A.1..My Trustee shall pay the net income from the
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Marital Trust to my wife,ROSA D•RONEY,or for her benefit,in install-
ments convenient to her-but not less frequently thari annually,for and
during her lifetime.F~rther,during my wife's lifetime,my Trustee shall
be authorized to pay and distribute to her,or for her benefit,so much of
the principal of the Marital Trust as my Trustee shall deem advisable for
her comfort,maintenance,support and to aid her in the event of any cir-
cumstance or condition affecting her wherein mone~is needed.
2.Upon the death of my wife,mY,Trustee shall
pay and distribute the then remaining principal of the Marital Trust as my
wife shall appoint and direct by specific reference to this general power of
appointment in her Last Will and Testament,whether to herself,her estate,
her creditors,the creditors of her estate or otherwise.In default of such
appointment or direction by my wife in her Last Will and Testament,the then
remaining principal of t~e Marital Trust shall be added to the Residuary Trust
and such amount so added shall be held in trust and/or"distributed as if it
had constituted an original part of the Residu~ry Trust.
3.Neither the principal nor the income of the
Marital Trust,while in the hands of my Trustee,shall be liable for the debts
of my wife,nor shall the same be subject to seizure or attachment by any
creditor of my wife under any writ or proceeding at law or in equity.
B.1.My Trustee shall hold the principal of the
Residuary Trust as one fund and shall pay the net income therefrom to or
for the benefit of my wife,ROSA D.RONEY,and my children,JOHN EDWIN RONEY,
DOROTHY R.CURTIS,and DAVID DUNLAP RONEY,in such proportions,and at such.
times as my Trustee,in its sole discretion,deems adVisable,such payments
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to continue for and during the lifetime of my wife.In addition,my Trustee
is authorized to pay and distribute to my wife,and my children,or for their·
benefit,so much of the principal of the Residuary Trust as my Trustee,in
its sole discretion,deems advisable,from time to t~me,for their health,
maintenance,and support.My Trustee shall be under no obligation to equalize
the payments of income or principal from the Residuary Trust to and among the
beneficiaries thereof,for it is my intent to spe~ifica11y authorize by the
terms of this paragraph unequal distributions as made in the sole discretion
of my Trustee.
In the exercise of discretion relative to the
distribution of.principal from the Residuary Trust to or for the benefit
of my wife,it is my desire but in no way my direction that an effort be
made to first expend those assets then held in the Marital Trust and that
consideration be given to prior utilization of the assets which my wife may
have in her own name.
2.Upon the death of my wife during the continuance
of the trust created under the provisions of paragraph B.1.above,or upon my
death in the event my wife is not then living,the principal of the Residuary
Trust,as it is then constituted,shall be paid and distributed in equal shares
to my children,JOHN EDWIN RONEY,DOROTHY R.CURTIS,and DAVID DUNLAP RONEY,or
their then living issue,per stirpes.
II•.While in the hands of my Trustee,neither the prin-
cipal nor the income of the Trust Estate shall be liable for the debts
of any beneficiary hereunder,nor shall the same be subject to seizure
or attachment by any creditor of any beneficiary under any ~rit or pro-
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ceeding at law or in equity,and no beneficiary hereunder shall have
any power to sell,assign,encumber,or in any manner to anticipate or
dispose of his or her interest in the Trust Estate,or in the income
produced thereby.
III.As compensation for its services hereunder,my
Trustee shall be entitled to deduct a reasonable fee,which fee shall
be in accordance with the then prevailing rate of compensation charged
by my Trustee for like services.
SEVENTH:In addition to the powers conferred by law,my
Executor and Trustee shall have the following discretionary powers:
A.To retain as an investment for my estate and the
trust estate,without duty of diversification,all property received
hereunder,including stock which I own at my death in PITTSBURGH NATIONAL
.CORPORATION,and in any corporation controlled.by PITTSBURGH NATIONAL
CORPORATION,and any stock thereafter acquired in the exercise of sub-
scription rights,or as a dividend,or in a resulting corporation,whether
received by reason of consolidation,merger,or reorganization,without
liability as a result of such retention.
B.To invest and reinvest,including principal and
accumulated income,in stocks,bonds,mortgages,securities or other
property,real or personal,without being limited to the classes of
securities or investments in which fiduciaries are authorized by .l~w
to invest trust funds.
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dispose of all or any portion of my estate and trust estate in such manner
and upon such terms and conditions as shall be deemed advisable,and which
shall specifically include the authority to grant leases which extend beyond
the term of any trust hereunder and beyond the period authorized by law,and
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To sell,exchange,lease,encumber,op~ion or otherwise
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of my estate and trust estate at such times,at public or private sale,for
such prices and upon such terms as deemed advisable,and to make,execute
and deliver any deed or deeds therefor,conveying~itle thereto in fee
simple absolute,or for any less estate to any purchaser or purchasers,
freed and discharged of any and all trusts hereunder.
E.To make distribution of my estate and trust estate to
F.To register or carry any investments held hereunder
of.my fiduciaries that the trust or estate to which said.investments belong
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to make,execute and deliver deeds,mortgages,leases,assignments and other
documents necessary to effect any of the powers granted.
any person entitled thereto in kind,in cash,or partly in kind and partly
in cash,as deemed advisable,and to this end allocation of assets in kind
shall be in the sole discretion of my fiduciaries.Assets distributed in
kind in satisfaction of any pecuniary distribution under the terms of this
Will shall be distributed at their values on the date or dates of distribution.
in their own name or in the name of a nominee or nominees;provided,
however,that all such investments shall be so designated upon the records
shall appear clearly at all times.
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G.To vote by person or proxy any and all stock held in
my estate and trust estate and to participate in any reorganization or
merger of companies or corporations whose stock is so held.
H.To borrow for the purpose of my estate or trust
estate from any source,'which shall include the authority to borrow from
any separate trust created herein,and as security for repayment,to hold
or pledge the whole or any part of my estate or trust estate.
I.To retain in kind and continue to operate as a going
concern during the administration of my estate and my trust estate,any busi-
ness or business interest which I may own or have the controlling interest in
at the time of my death,so long as such retention and operation is deemed
advisable;and my fiduciaries shall be entitled to adequate and reasonable
compensation for their services in connection with the operation of such busi-
ness or business interest in addition to the amounts usually awarded Executors
or Trustees in connection with the administration of estates or trust estates.
During the period of time that such business or business interest is so oper-
ated,the full responsibility for the management and operation thereof may be
delegated to any person or persons they may deem advisable.Any such business
or business interest may be incorporated if my fiduciaries deem such action
advisable.My fiduciaries,however,shall be authorized to sell or liquidate
any such business or business interest,upon such terms and conditions and to
such person or persons,corporation or corporations as they shall deem advisable.
My fiduciaries shall be authorized to borrow from my estate or from the trust
estate or from any other source,whatever money or moneys they deem advisable
to enable them to operate such business or business interest in the best
interest of my beneficiaries.My fiduciaries shall be without liability for
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any loss arising from ot"occasioned by the ret;ntion,operation and/or the
sale or liquidation of any such business or business ~terest.j
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EIGHTH:I direct my Executor to payout of the principal
of my residuary estate all Fed'era!Estate,State Inheritance,Estate
and Succession Taxes imposed upon or with respect to my estate or any
property in which I may have an interest,including any property not
forming a part of my testamentary estate but included in my gross estate
for tax purposes,except any property over which I have a taxable pmver
of appointment in the event it shall be held that I have not exercised
such power of appointment in this Will,at such times and in such manner
as my Executor in its sole discretion shall deem advisable,and no such
taxes or any portion thereof so paid shall be collected from or paid by
any other person,persons,or corporations by way of reimbursement,
proration,apportionment or otherwise.
NINTH:I name and appoint PITTSBURGH NATIONAL BANK,
Pittsburgh,Pennsylvania,Executor of this,my Last \olill and Testament.
TENTH:I appoint PITTSBURGH NATIONAL BANK as Guardian of
any property which passes to a minor and with respect to which I am
authorized to appoint a Guardian and have not otherwise specifically
done ,so,granting it in this capacity the power to agree to anydistri-
bution of the said property that it deems advisable;the power to retain
any propex:ty,real or personal,received by it in kind and the power and
authority to sell ~he same upon such terms and conditions as it believes
advisable,giving good title to any real estate thus sold;and the power
and authority to invest in such stocks,bonds and/or other investments
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it deems advisable ,without being limited to those investments in whiCh
guardians are by law required to invest minors'funds;and the power and
authority to disburse to or for the benefit of the minor wards so much
of the income and the principal oithe minorf~share of the said property
as it,in its sole discretion,deems advisable for the minor's comfort,
maintenance,support aI?d complete education,including preparatory,college
and post graduate or professional training,and to aid the minor in the
event of any illness,injury or other emergency affecting the minor wards
wherein money is needed.Any disbursements hereinabove authorized may be
made to the parent,·guardian or such other person as may have custody of
the person of that minor at the time such payments are made,without lia-
bility on the part of PITTSBURGH NATIONAL B~~K to see to the application
of said payments by the payee,and the receipt of any such person shall be
a full acquittance of PITTSBURGH NATIONAL BANK "as to any amount so paid.
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WITNESS my hand and seal this b day of-----
19 -'10 •-
Signed,sealed,published and declared by the above named Testa-
tor,CHARLES G.RONEY,also known as CRAS G.RONEY,as and for his Last Will
and Testament,in the presence of us,who at his request,in his presence/and p'the presence of each other have hereunto subscribed our names as
w·esses.J /~
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of all real and personal estate of ~~~.~.~~:~?~~Y..!?:!.~!..~~~~E.~.~~..~.~~~~~y.deceased.
late of ~~?~.~~?:~h Street J;:J.~y.~:vJ.U~City Ward
.......................................................................Borough Township,Pennsylvania.
PERSONAL·ESTATE SCHEDULE
176 shares Allegheny Power System,Inc.,Com.
@ 23.50
Dividend paid 6/30/71
400 shares American Brands,Inc.,Common
@44.8125
2 shares American Standard,Inc.,Common
@ 24.0625
566 shares American Telephone &Telegraph Co.,Capital
@ 46.8125
240 shares Anaconda Co.,Common
@ 18.625
200 shares Borg-Warner Corp.,Common
@ 28.5625
39 shares Castle Capital Corporation,Common
@ 1.625
293.588 shares Columbia Gas System,Inc.,Common
@ 36.50
200 shares Consolidated Natural Gas Co.,Capital
@29
Dividend paid 8/16/71
104 shares Continental Can Co.,Inc.,Common
@ 36.4375
104 shares Crane Co.,Common
@ 43.75
166 shares Delaware Fund,.Inc,Capital
@ 14.86
700 shares Duquesne Light Co.,Common
@·23.375
106 shares First National Bank &Trust Co.,Washington,Pa.,Com.
@ 38
Dividend paid 7/6/71
300 shares General Electric Co.,Common
@ 61.1875
Dividend paid 7/26/71
189 shares General Motors Corp.,Common
@ 79.75
4,136.00
59.84
17,925.00
48.13
26,495.88
4,470.00
5,712.50
63.38
10,715.96 ..i
5,800.00
94.00
3,789.50
4,550.00
2,466.76
16,362.50
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4,028.06
39.75
18,356.25
105.00
15,072.75
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Chas G.Roney,a/k/a
Charles G.Roney
106 shares Helme Products Inc.,Common
@ 15.375
Dividend paid 7/1/71
400 shares International Harvester Co.,Common
@ 28.25
Dividend paid 7/15/71
591 shares International Paper Co.,Common
@34.125
400 shares Joy Manufacturing Co.,Common
@ 55.875
Dividend paid 7/26/71
100 shares Marquette Cement Manufacturing Co.,Common
@ 14.625
408 shares Mobil Oil Corporation,Cap.
@58.25
67 shares Mohasco Industries,Inc.,Common
@35.3125
300 shares N.L.Industries Inc.,Common
@ 19.6875
300 shares National Steel Corporation,Capital
@ 38.4375
50 shares Penn Central Co.,Common
@4.6875
412 shares Penn-Dixie Cement Corp.,Common
@ 10.625
200 shares Phelps Dodge Corp.,Capital
@ 40.8125
794 shares Philadelphia Electric Co.,Common
@ 22.25
Dividend payable 6/29/71
300 shares Phillips Petroleum Co.,Common
@ 34.0625
64 shares RCA Corp.,Common
@ 34.3125
Dividend paid 8/2/71
200 shares R.J.Reynolds Industries,Inc.,Common
@ 63.125
696 shares Standard Oil Co.of New Jersey,Capital
@79.0625
377.434 shares Steadman Science &Growth Fund,Inc.
@ 3.34
484 shares TRW Inc.,Common
@ 37.8125
100 shares Tenneco,Inc.,Common
@ 28.5625
Page 2
1,629.75
10.60
11,300.00
140.00
20,167.88
22,350.00
140.00
1,462.50
23,766.00
2,365.94
5,906.25
11,531.25
234.38
4,377.50
8,162.50
17,666.50
325.54
10,218.75
2,196.00
16.00
12,625.00
55,027.50
1,260.63
18,301.25 -
2,856.25
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Chas.G.Roney,a/k/a
Charles G.Roney
100 shares United Gypsum Co.,Common
@ 60.625
137.685 shares Wellington Fund,Inc.,Common
@ 12.90
256 shares Westinghouse Electric Corp.,Common
@90.25
110 shares Wheeling-Pittsburgh Steel Corp.,Common
@16.5625
65 shares American Standard Inc.
$4.75 Cum.Conv.Pfd.Ser.A
@ 74
100 shares Baltimore Gas &Electric Co.
8.75%Cum.Pfd.
@ 108.625
150 shares Crane Co.
3.75%Cum.Pfd.
@42.00
100 shares Duquesne Light Co.
$8.64 Cum.Pfd.
@ 110.00
100 shares Jersey Central Power &Light Co.
8.12%Cum.Pfd.
@ 98.625
Dividend paid 8/1/71
85 shares Pennsylvania·Power &Light Co.
8.40%Cum.Pfd.
@ 100.3125
100 shares Pennsylvania Power &Light Co.
9%Pfd.
@ 104
100 shares Philadelphia Electric Co.
8.75%Pfd
@ 109
Dividend paid 8/1/71
100 shares Public Service Electric &Gas Co.
9.62%Pfd.
@ 118.50
Dividend paid 6/30/71
166.409 shares Steadman American Industry Fund
@ 3.34
1,600 shares American Telephone &Telegraph Co.Deb.Reg.
8.75%due 5/15/2000
@ 108.1875
Interest paid 5/15/71 to 7/12/71
4,200 American International Group.,Inc.Conv.Sub.Deb.
Reg.5%
due 5/15/94
@ 205
Interest paid 5/15/71 to 7/12/71 j
Page 3
6,062.50
1,776.14
23,104.00
1,821.88
4,810.00
10,862.50
6,300.00
11,000.00
9,862.50
203.00
8,526.56
10,400.00
10,900.00
218.75
11,850.00
240.50
555.81
1,731.00
22.17
8,610.00
33.25
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Chas.G.RoneYt a/k/a
Charles G.Roney
1tOOO Allegheny County Peoples Bridge
Series 33D 2.125%
due 3/1/76
@ 82.00
Interest paid 3/1/71 to 7/12/71
20 tOOO Allegheny Valley School Authority School Building
Revenue t Series 69A 6.65%
due 12/1/~4
@ 101.50
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
5tOOO Bethel Park Borough Tax Free Series 1966 t Allegheny
4.50%due 11/1/84
@ 83.50
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
5tOOO Bethel Park School Authority School Building Revenue tSeries664.50%due 8/1/89
@ 77.50
Interest paid 2/1/71 to 7/12/71
10 tOOO Catasauqua Hanover Union School District Authority
School Revenue t Series 70 6.50%due 3/15/79
@ 102.50
Interest paid 3/15/71 to 7/12/71
5 tOOO Central Cumberland County Joint School District Authority
School Revenue Series 68
5.125%due 5/1/87
@85.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
10t OOO Chippewa Township Sanitary Authority Sewer Revenue Series A
4.40%due 11/1/86
@ 76.50
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
3t OOO Cochranton Area Joint School Authority School Building
Revenue;Series B
3.75%due 12/1/79
@ 82
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
ltOOO Corry Area School Authority School Building Revenue tSeries63
3.55%due 5/1/79
@ 80.50
Interest 11/1/70 to 5/1/71
5/1/71 to 7/12/71
3t OOO Elizabeth Forward Joint School Authority School Building
Revenue t Series C
4.15%due 3/1/86
@72
Interest paid 3/1/71 to 7/12/71
Page 4
820.00
7.73
20 t300.00
665.00
151.47
4 t175.00
112.50
44.38
3t875.00
100.63
10 t250.00
211.25
4 t 250.00
128.12
50.34
7t650.00
220.00
86.78
2 t460.00
56.25
12.81
805.00
17.75
7.00
2 t 160.00
45.30
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Chas.G.Roney,a/k/a
Charles G.Roney
10,000 Erie City Improvement Series 70
7%due 7/15/84
@ 102.50
Interest paid 1/15/70 to 7/15/70(sm)
7/15/70 to 1/15/71(sm)
1/15/71 to 7/12/71
5,000 Fort Cherry Joint School Building Authority,School
Building Revenue,Series 63
3.65%due 5/1/79
@83.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
2,000 Greenville Municipal Authority Water Revenue,Series 52
2.50%due 4/1/82
@ 66.00
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
2,000 Greenville Municipal Authority Water Revenue,Series 52
2.50%due 4/1/88
@53.00
Interest Paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
1,000 Hampton Township School District,Series of 1957
3.375%due 4/1/72
@ 98.50
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
5,000 Hempfie1d Union School District Authority School Building
Revenue Series D
7%due 7/1/90
@ 103
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
5,000 Lackawanna County,General Obligation,Series 66
4%due 7/1/82
@83
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
10,000 Lititz Area School Authority School Revenue,Series 69
6.50%due 6/15/89
@ 105.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
10,000 Lycoming County,General Obligation,Building Series 69
5.90%due 6/15/84
@ 100.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
5,000 Manor Township Joint Municipal Authority Water Revenue,
Series B
4.375%due 10/1/2002
@ 70
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
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Page 5
10,250.00
175.00
175.00
344.17
4,150.00
91.25
35.99
1,320.00
25.00
14.02
1,060.00
25.00
14.02
985.00
16.88
9.47
5,150.00
175.00
10.69
4,150.00
100.00
6.11
10,550.00
325.00
48.75
10,050.00
295.00
44.25
3,500.00
109.35
61.37
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Chas.G.Roney,a/k/a
Charles G.Roney
5,000 McKeesport Parking Authority Series 69
5.50%due 12/1/2008
@ 81.00
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
10,000 Montour Joint School Authority School Building Revenue,
Series 66
4.35%due 12/1/84
@ 80.00
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
5,000 Moon School Union School District Authority School Building
Revenue,Series 63A
3.40%due 11/1/79
@ 80.00
Interest Paid 11/1/70 to 5/1/70
5/1/71 to 7/12/71
5,000 Moon School Union School ,District Authority,School Building
Revenue,Series 67
4.50%due 5/1/85
@ 80.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
25,000 Moon School Union School District Authority,School
Building Revenue,Series 67
4.55%due 5/1/86
@81
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
10,000 New Eagle Municipal Authority Sewer Revenue,Series A
5%due 11/1/92
@ 77
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
20,000 Northampton County Area Community College Authority,
College Revenue,Series 69
6.875%due 12/15/86
@ 102.50
Interest Paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
10,000 Patton Municipal Authority Sewer Revenue,Series A
5.625%due 5/1/87
@89.00
Interest Paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
10,000 Commonwealth of Pennsylvania Series V
5.70%due 6/15/88
@98.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
Page 6
4,050.00
137.50
31.32
8,000.00
217.50
49:54
4,000.00
85.00
33.53
4,000.00
112.50
44.38
20,250.00
568.75
224.34
7,700.00
250.00
98.61
20,500.00
687.52
103.13
8,900.00
281.26
110.94
9,850.00
285.00
42.75
I.,.
Chas.G.Roney,a/k/a
Charles G.Roney
5,000 Pennsylvania Turnpike Revenue,Series 66
3.70%due 6/1/2005
@ 81
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
5,000 Pleasant Hills Authority,Sewer Revenue,Series 65
3.45%due 3/1/88
@ 64.50
Interest Paid 3/1/71 to 7/12/71
10,000 Pottsville Area School Authority School Revenue,Series 68
5.20%due 5/1/98
@ 78.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
20,000 Rankin School District Funding
5%due 10/1/73
@ 101.50
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
5,000 Ross West View School Authority School Building Revenue
Series 69
.5.90%due 4/1/86
@ 99.00
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
10,000 St.Marys Area School Authority School Building Revenue,
Series 67
4.65%due 9/1/84
@83.00
Interest paid 3/1/71 to 7/12/71
5,000 Scranton General Obligation 2nd Series of 69
6%due 8/15/86
@ 97.50
Interest paid 2/15/71 to 7/12/71
2,000 Southwest Butler County School Authority School Building
Revenue Series B
3.75%due 7/1/91
@ 62.00
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
10,000 Suburban Erie Building Authority School Building
Revenue Series 70A
6.60%due 11/1/81
@ 107.00
Interest paid 7/15/70 to 5/1/71
5/1/71 to 7/12/71
10,000 University Area Joint Authority Sewer Revenue,Series 68A
5.50%due 1/1/2008
@ 81.00
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
Page 7
4,050.00
92.50
21.07
3,225.00
62.77
7,800.00
260.00
102.56
20,300.00
500.00
280.56
4,950.00
147.50
82.76
8,300.00
169.21
4,875.00
122.50
,1,240.00
37.50
2.29
10,700.00
522.25
130.17
8,100.00
275.00
16.81
""
Chas.G.Roney,a/k/a
Charles G.Roney Page 8
,,,.:;.).
5,000 Upper Perkiomen Joint School Authority,School Revenue,
Series 66,4.20%due 12/1/2001
@68.00
Interest Paid -12/1/70 to 6/1/71
6/1/71 to 7/12/71
3,400.00
105.00
23.92
School Building
'.j
"..,...+
3,000 Upper Zodar Township School District Authority,
Revenue,Series A
3.50%due 2/1/85
@68.00
Interest paid -2/1/71 to 7/12/71
6,000 Washington -East Washington Joint Authority,Sewer Revenue,
Series 62
3.00%due 7/1/93
@ 55.00
Interest paid -1/1/71 to 7/t/71
7/1/71 to 7/12/71
2,040.00
46.96
3,300.00
90.00
5.50
,~,
10,000 Waynesboro Area School District Authority,School Revenue,
Series 69
6.30%due 5/1/88
@ 100
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
10,000.00
315.00
124.25
10,000 West Jefferson Hills Joint School Authority,School Building
Revenue,Series 63
3.20%due 11/1/81
@ 99.50
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
9,950.00
160.00
63.11
3,000 West Jefferson Hills Joint School Authority,School Building
Revenue,2nd Series 63
3.65%due 11/1/81
@77
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
2,310.00
54.75
21.60
3,725.00
91.25
20.78
5,000 West Mifflin Borough School Authority,School Building Revenue,
Series 66
3.65%due 12/1/83
@ 74.50
Interest paid -12/1/70 to 6/1/71
6/1/71 to 7/12/71
Ethel Lightnes Baxter,Mtge 6%961.71
George A.Brock et ux,Mtge 6%2,403.63
Ralph E.Canfield et ux,Mtge 6%9,080.00
Samuel W.Carson et ux,Mtge 6%6,234.68
Robert R.Davis et ux,Mtge 6%4,371.61
Phillip E.Erving et ux,Mtge 6%4,931.48
Clarence E.Erving et ux,Mtge 6%4,028.32
Raymond E.Fonner,Mtge 6%1,947.56
Isabella Hardie et con,Mtge 6%135.06
."..".
.j
'.
Chas.G.Roney,a/k/a
Charles G.Roney
William E.Horner et ux,Mtge 6%
Louis M.Matu110 et ux,Mtge 6%
Mary Miller et con,Mtge 6%
Mary C.Miller et con,Mtge 6%
Duane H.Pryor et ux,Mtge 6%
Victor C.Pryor et ux,Mtge 6%
Hazel N.Richmond et ux,Mtge 6%
John Shuba et ux,Mtge 6%
Stanley J.Shuba et ux,6%
Boyd E.Staley et ux,Mtge 6%
James R.Strope et ux,Mtge 6%
First National Bank &Trust Co.,Washington,Pennsylvania
Certificate of Deposit #6
in the face amount of $20,000 dated 5/18/67,
due 5/18/72,@ 5%
Certificate of Deposit #403
in the face amount of $15,000 dated 9/29/67,
due 9/29/72,@5%
Ralph and Viola Anderson
Note in the face amount of $870.79 dated 11/16/64,@ 6%
Note in the face amount of $398.58,dated 7/14/65,@ 6%
James A.and Shirley E.Bauer
Judgment Note in the face amount of $2,900.00,@ 6%
dated 4/24/58
Joseph B1azic &Mary B1azic
Judgment in default
Freddie's Activity Club
Judgment Note in the face amount of $1,867.43,@6%
dated 10/6/67
William Wayne &Nellie Jackson
Judgment Note in the face amount of $2,812.00,@6%
dated 6/26/57
Robert W.&Nancy M.Kuhns
Judgment Note in the face amount of $2,165.70,@6%
dated 7/22/65
Page 9
732.56
3,281.61
14,557.08
4,578.03
1,451.56
5,251.30
1,395.65
4,615.63
2,199.84
210.89
3,652.64
20,000.00
15,000.00
677.24
121.19
948.95
1.00
537.55
1,439.71
1,980.67
..'....
George H.&Marian McGary
Note in the face amount of $2,172.00,dated 1/19/62,6%
Richard &Mary C.Miller
Note in the face amount of $3,000 dated 8/5/66,@6%
1,579.33
2,040.25
Chas.G.Roney,a/k/a
Charles G.Roney
Kenneth E.Mounts et UK
Land contracts 325 McClay Road,
Canton Township,Washington County,Pennsylvania
Kenneth E.&Lois J.Wray &Louise A.Mounts
Judgment Note in the face amount of $1,200 dated 3/21/68,
@ 6%
William T.&Elsie Schumacher
Judgment Note in the face amount of $2,631.63,@6%,
dated 3/1/65
Mahlon Sibart et UK
Judgment Note in the face amount of $716.58,@6%
dated 4/1/65
George F.&Catherine E.Sprowls
Judgment Note in the face amount of $2,300.00 dated
2/5/66,@6%
Albert &Evelyn L.Whiteman
Judgment Note in the face amount of $1,082.00,@ 6%
dated 8/10/65
32 Warrants American Telephone &Telegraph Co.,to
purchase Common stock from 11/15/70 thru
5/15/75,@52,expires 5/15/75
@ 9.9375
First National Bank &Trust Co.,Washington,Pennsylvania,
West Alexander Office
Checking Account #4-00622-4-06
Mellon National Bank &Trust Co.,Claysville Qffice
Account #495-0409
Account #119-8637
1964 Buick Sedan
American Express Co.
Travelers Checks
George E.Mumper Insurance Agent
Refund unearned premium on fire &extended coverage policy
Re:100 Bell Avenue,Claysville,Pennsylvania
Cash found in home
Pennsylvania Blue Shield
Medicare payment check dated 9/27/71
1,000 East Deer Township,Series of 1958
Interest paid 7/1/69 to 1/1/70,@ 3-1/8%
William &Elsie Schumacher
Reimbursement for funds advanced by decedent for entry &
renewal of judgment note
Loren Carl Agency
Hand money on sale of lumber yard
Net sale of gas from 6/71 to 7/71
Pitt Cas1 Co.,Well
Science 1 &2 Wells
Teyda $3
Louis Dagastino
Balance due on $6,000.00 Mortgage dated 1/13/60
Accrued interest @6%to 7/12/71
110.32
9.00
Page 10
1,143.46
161.14
2,103.26
189.27
832.81
593.29
318.00
3,628.75
53,113.93
1,835.80
500.00
110.00
13.00
316.00
20.00
15.62
9.00
200.00
2.62
2.36
1.36
119.32
Chas.G.Roney,a/k/a
Charles G.Roney
Louis Dagastino
Balance due on $1,500.00 Judgment Note dated
2/6/67
Interest to 7/12/71
Earle Danley
May &June 1971 rent re property
153 Church Street,Claysville,Pennsylvania
Kay Moore
Rent to date of death re
143 Church Street,Claysville,Pennsylvania
Eli Janovich
November &December 1969,delinquent rent
Paul McNeel
April,May,June &July 1971 rent re
150 Church Street,Claysville,Pennsylvania
100.88
14.28
Page 11
115.16
120.00
93.48
100.00
228.00
William T.Schumacher or Elsie Schumacher
Payment on note made prior to death of Charles G.Roney
George H.McGary or Marion McGary
Payment on note made prior to death of Charles G.Roney
William A.Stewart Drilling
Payment on royalty interest
Mona E.Canfield
Mortgage payment prior to decedent's death
Phillip E.or Dolores J.Erving
Mortgage payment prior to decedent's death
Clarence E.or Esther Erving
Mortgage payment prior to decedent's death
30.00
20.00
2.98
110.00
100.00
100.00
Freddie's Activity Club
Payment on note made prior to decedent's death 50.00
Robert W.or Nancy M.Kuhns
Payment on note made prior to decedent's death 50.00
Louis Matu110
Mortgage payment prior to decedent's death 94.00
Lois or Kenneth E.Mounts
Payment on note made prior to decedent's death 75.00
Victor C.Pryor,Jr.
Mortgage payments prior to decedent's death 80.00
1/32 interest in certain wells drilled on farm of Rose Leyde
&Helen Maroney,Nottingham &Somerset Township,Washington,
Pennsylvania 150.00
$1,005,068.84
REAL ESTA~semmULE
REAL ESTATE IN PENNSYLVANlA
Lot 50 x 150 having erected thereon a 2-story frame dwelling containing
6 rooms &bath,~used as a beauty shop &residence.There is a 2-car
garage which has little value.The property is situate 150 Church Street,
Claysville Borough,Washington County,Pennsylvania
6,000.00
Lot 59 x 133 x 59 x 140,having erected thereon a 1 and 2 story
frame dwelling containing 4 rooms.The property is situate
Improved,Tunnel Avenue,West Alexander Borough"Washington
County,Pennsylvania 500.00
Less:estimated cost to raze 300.00 200.00
Vacant lot 50.03 x 173.44 x 50 x 171.75 situate North Main Street,
South Strabane Township,Washington County,Pennsylvania 1,000.00
$7,200.00
MEMORANDUM OR REAL ESTATE OUTSIDE --------',
THE COMMONWEALTH OF PENNSYLVANIA
NONE
who,being duly sworn according
Aftl'IDAVIT OF EXECUTOR OR ADImNlSTRATOR
STATE OF PENNSYLVANIA l .
COUNTY OF ALLEGHENY ~SS••
Personally before me,the undersigned authority,a Notary Public in and for
said County and state,appeared Joseph W.LinQ,Assistant Trust Officer,Pittsburgh
National Bank
to law,depose and say that PITTSBURGH NATIONAL BANK
is the Executor~~-:'-:-:--~-:--~::----------:--:--~--:'--~of the estate of Chase Ge Roney.a/k/a.Charles G.Roney deceased,
that the foregoing schedules c~nstitute a complete inventory and appraisement of the real
and personal estate of Chase G.Roney.a/k/a Charles G.Roney
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.
before !!}e,.,~
19U+.(V\II J";1 -71 ),1
4
0 )
Ndtary Public
GEORCIA ,POURN:jf:AS,!{otary Public
pittsburgh,A\,e\lileny Co.,Pa.
My commission Expires~15,1970
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON SS
':OSEP:r lL 1.-r.::-:,Ass:'e"'cant -Trust Officer of Pittsburgh
J ..~Nationax Bank,the within named accountant,beiug dUly sworn according to law,
deposes and says that the foregoing account as stated is true and correct as he
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PITTSBURGH NATIONAL BANK
\By ,
Assistant Trust Officer
V Register
verily believes.
Sworn and subscrib~d before me )
this IrL day of _·\....~---<I....i _'_
1973 ,.)
}<.,.1 I·t l )jk I I "I
WASHINGTON COUNTY:SS
I do certify that I have given legal notice
to all persons concerned of the filing of the
within account in the manner prescribed by
Statute and Rule of Court,as.evidenced by
proofs thereof filed to No.(~~!,~J'0 j
Wi tness ,my hand and officj al seal this ,.?~/
day of ,-.'.'..;.",19 73--)
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TR-2 REV..9-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF CHARLES G.RONEY,ALSO KNOWN AS
CHAS.G.RONEY,DECEASED
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NATIONAL BANK
EXECUTOR
NO.80839-7
PITTSBURGH,PA.MAY 10,1973
$1,011,011 56
I
..".,
t:766,713 47
244.298 Og
$
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 8 to 15 $1,010,423.56
Amount transferred f~bm
Principal-Realty 588.00
Disbursements Pages 16 to 21 $244,178.09
Amount transferred to
Income-Realty 120.00___~"':""':"''':'''':'III_-=''''':''''':;'''z..=..::~~
Balance
SCHEDULE B
INCOME -PERSONALTY
Receipts Pages 22 to 30 $78,182 25
Disbursements Page 31 9.619 10
Balance 68,563 15
SCHEDULE C
PRINCIPAL -REALTY
Receipts Page 32 $7,588 00
Disbursements $0.00
Amount transferred to
Principal-Personalty 588.00 588 00 I
Balance 7,0001 00
SCHEDULE D
INCOME -REALTY
Receipts Page 33 $1,426.70
Amount transferred from
Principal-Personalty 120.00 $1,546 70
Disbursements Page 33 412 70
Balance 1,134 00
NET BALANCE $843,410 62.
TR-2-A REV.9-62
~\;,".,~""".
CHARLES G.RONEY
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
Allegheny County Peoples Bridge Ser.
33 D,2.125%.
$1,000 due 3/1/76
Bethel Park Borough Tax-Free Ser.1966,
Allegheny County,4.50%
$5,000 due 11/1/84
Bethel Park School Authority School
Building Rev.Ser.66,4.50%
$5,000 due 8/1/89
Catasauqua-Hanover Union School Dis~
trict Authority School Rev.Ser.70,
6.50%
$10,000 due 3/15/79
Corry Area School Authority School
Building Rev.Ser.63,3.55%
$1,000 due 5/1/79
Erie City Improvement Ser.70,7%
$10,000 due 7/15/84
Greenville Municipal Authority Water
Rev.Ser.52,2.50%
$1,000 due 4/1/82
2,000 due 4/1/88
Hempfield Union School District
Authority School Building Rev.Ser.D,
7%
$5,000 due 7/1/90
Lackawanna County General Obligation
Ser.66,4%
$5,000 due 7/1/82
Lititz Area School Authority School
Rev.Ser.69,6.50%
$10,000 due 6/15/89
Lycoming County General Obligation
Building Ser.69,5.90%
$10,000 due 6/15/84
Montour Joint School Authority School
Building Rev.Ser.66,4.35%
$10,000 due 12/1/84
Moon School Union School District
Authority School Building Rev.
Ser.63,3.40%
$5,000 due 11/1/79
-2-
$820 00
4,175 00
3,875 00
10,250 00
805 00
10,250 00
551 67
1,060 00
5,150 00
4,150 00
10,550 00
10,050 00
8,000 00
4,000 00
CHARLES G.RONEY
I
TR-2-A REV,9-6~
Northampton County Area Comm.ColI.
Authority College Rev.Ser.69,
6.875%$20,000 due 12/15/86 $20,500 00
Commonwealth of Pennsylvania Ser.V,
5.70%$10,000 due 6/15/88 9,850 00
Ross-West View School Authority School
Building Rev.Ser.69,5.90%
4,950$5,000 due 4/1/86 00
Suburban Erie Building Authority School
Building Rev.Ser.70 A,6.60%I$10,000 due 11/1/81 10,700 00 I
Upper Perkiomen Joint School Authority
School Rev.Ser.66,4.20%
$5,000 due 12/1/2001 3,400 00
I
I
I
Waynesboro Area School District
Authority School Rev.Ser.69,6.30%$10,000 due 5/1/88 10,000 00
West Miffl~n Borough SChool Authority
School Building Rev.Ser.66,3.65%
$5,000 due 12/1/83 3,725 00
American Telephone and Telegraph Co.
.Deb.Reg.,8.75%$1,600 due 5/15/2000 1.731 00 $138,542 67
I Stocks
Baltimore Gas and Electric Co.
100 shares 8.75%Cum.Preferred $10,862 50
Crane Co.
150 shares 3.75%Cum.Preferred 6,300 00
I Duquesne Light Co.
100 shares $8.64 Cum.Preferred 11,000 00 ,
Jersey Central Power and Light Co.
100 shares 8.12%Cum.Preferred 9,862 50
I Pennsylvania Power and Light Co.
85 shares 8.40%Pref.Preferred ,8,526 56
Pennsylvania Power and Light Co.
100 shares 9%Preferred 10,400 00
Philadelphia Electric Co.I 8.75%PreferredI100shares 10,900 00I
Public Service Electric and Gas Co.100 shares 9.62%Preferred 11,850 00
-3-
,
...",...l _
,
CHARLES G.RONEY
J
TR-2-A REV.9-6~
American Brands,Inc.
$400 shares Common 17,925 00
American Telephone and Telegraph Co.
566 shares Common .26,495 88
Borg-Warner Corp.
200 shares Common 5,712 50
Columbia Gas System,Inc.
297 shares Common 10,819 60
Consolidated Natural Gas Co.
200 shares Common 5,800 00
I IContinentalCanCo.,Inc.I104sharesCommon3,789 50
Duquesne Light Co.
16,362.'700 shares Common 50
Exxon Corp.
696 shares Common 55,027 50
First National Bank and Trust Co.,
Washington,Pa.
4,028106sharesCommon 00
General Electric Co.
300 shares Common 18,356 25
General Motors Corp.
189 shares Common 15,072 75
International Harvester Co.
400 shares Common 11,300 00
International Paper Co.
591 shares Common 20,167 88
JOK Manufacturing Co.
00 shares Common 22,350 00
Mobil Oil Corp.
I 408 shares Common 23,766 00
National Steel Corp.
300 shares Common 11,531 25
!
Phelps Dodge Corp.
200 shares Common 8,162 50
Philadelphia Electric Co.
846 shares Common 18,706 50
Phillips Petroleum Co.
300 shares Common 10,218 75
-4-
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,
CHARLES G.RONEY
TR-2-A REV.9-621
R.J.Reynolds Industries,Inc.
200 shares Common $12,625 00
TRW,Inc.
18,301484sharesCommon 25
Tenneco,Inc.
100 shares Common 2,856 25
United States Gypsum Co.
6,062200sharesCommon 50
Westinghouse Electric Corp.
-512 shares Common 23.104 00 $448,242 92
I
I
Mortgages I
James R.Strope et ux,6%$3,172 60
Ralph E.Canfield et ux,6%7,581 64
Phillip E.Ewing et ux,6%3,466 06
Clarence E.Ewing et ux,6%2,433 74
Samuel W.Carson et ux,6%3,981 40
I Ethel Lightner Baxter,6%725 33
Stanley J.Shuba et ux,6%1,527 20
Raymond E.Fonner,6%1,245 65
Louis M.Matullo et ux,6%2,606 02
John Shuba et ux,6%3,682 81
Mary Miller et con,6%12,410 17
Mary C.Miller et con,6%3,286 32
Victor C.Pryor et ux,6%4,004 76
George A.Brock et ux,6%1,785 66 51,909 36
Short Term Investments
Ford Motor Credit Co.Demand Note $20,000 00
General Motors Acceptance Corp.
Demand Note 69.000 00 89,000 00
-5-
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-
,
CHARLES G.RONEY
TR-2-A REV.9-62
Miscellaneous
One 1964 Buick sedan
Delivered to legatee
page 34 $See Exhibit No.1,500 00
Court agreement to revive James A.and
Shirley E.Bauer $2,900 judgment note
having a balance of $948.95 811 73
Agreement to revive William Wayne and
II Nellie Jackson $2,812.00 iUd~ent
note having a balance of 1,39.71 1,080 61
I
.Praecipe for writ of revival for
IAlbertandEvelynL.Whiteman
$1,082 judgment note having a~
balance of $593.29 517 78
Court agreement to revive Robert W.and
Nancy M.Kuhns $2,165.70 judgment noil:
having a balance of $1,980.67 1,196 67
Kenneth E.,Lois J.Wray C.and
Louise A.Mounts ~1,200 installment ,
judgment note dated 3/21/68 with
interest at 6%,having a balance of
$161.14 90 42
Richard and Mary C.Miller $3,000 note
dated 8/5/66,having a balance of
$2,040.25 .1,888 83
Ralph and Viola Anderson $870.79 note
dated 11/16/64 with interest at 6%,
having a balance of $677~24 596 27
George H.and Marian McGary $1,518.07
note dated 1/19/62 with interest at
6%,having a balance of $1,579.33 1,301 82
Alice M.and Mah10n Sibert $716.85 note
dated 4/1/65,having a balance of .
$189.27 on 7/12/71 18 14
Judgment in default against Joseph
B1azic and Mary B1azic 1 00 8.003 27
~735,698 22
Cash -Distributed to legatees
See Exhibit No.1,page 34 $30,000 00
Cash -On hand 1,015 25 31.015 25
~766,713 47
-6-
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~-
I
I
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,,
CHARLES G.RONEY
i
TR-2-A REV.9-62
INCOME -PERSONALTY
Short Term Investments
General Motors Acceptance Corp.
Demand Note $14,000 00
Cash -Distributed
See Exhibit No.1,page 34 41,000 00
Cash -On hand 13.563 15 $68,563 15
I PRINCIPAL -REALTY I
Property situate 150 Church st.,Clays-
ville Borough,.Washington County,Pa.$6,000 00
Vacant lot,North Main St.,South Stra-
I
bane Township,Washington County,Pa.1,000 00 7,000 00
INCOME -REALTY
Cash 1.134 00
I
$843,410 62
I
I
:
-7-
I
I
......
-----------------------------------...
CHARLES G.RONEY
TR-2-A REV.9-621
SCHEDULE.A
PRINC I PAL -PERSONALTY
RECEIPTS
1972
.Feb.29 Inventory filed $1,005,068 84
1973
May
Additional Assets
9 Joseph C.Brumage -
Proceeds sale 1/64 working interest in
Logue #1,G.S.Montgomery and J.B.
I Montgomery Wells situate in East Find-
lay Township,Washington County,Pa.
Assets Purchased
100 001
General Motors
Loans -
8/30/71
9/8/71
9/13/71
9/29/71
10/8/71
11/3/71
11/11/71
1/4/72
4/3/72
4/11/72
General Motors
Notes -
12/12/72
1/2/73
4/16/73
Acceptance Corp.Short Term
$115,000.00
188,000.00
221,000.00
276,000.00
226,000.00
_199,000.00
211,000.00
211,000.00
217,000.00
82,000.00
Acceptance Corp.Demand
81,000.00
81,000.00
69,000.00
Ford Motor Credit Co.Short
5/24/72
10/12/72
1/2/73
1/3/73
Term Loans -
31,000.00
50,000.00
50,000.00
20,000.00
1971
Sept.22 52 shares Philadelphia Electric
Co.Com.
Oct.27 3.4120 shares Columbia Gas System,
Inc.
-8-
1,040.00
1q3.64
CHARLES G.RONEY
-
TR·2·A REV,9·62
Stock Splits
I
1971 \
Dec.15 256 shares Westinghouse Electric Corp.Com.
received as a 2 for 1 stock split on
I
256 shares $0 00
I 29 100 shares United States Gypsum Co.Com.
I received as a 2 for 1 stock split on
100 shares 0 00 $0 00
Gain on Sale and Conversion of Assets
1971
Proceeds sale'$5,000 Bonds PennsylvaniaAug.23
Turnpike Rev.Sere 66,3.70%due I6/1/2005,sold 8/18/71 at -
I83.48 $4,174.00
Carrying value 4,050.00 $,124 00 "
24 Proceeds sale $4,200 Bonds American Inter-
national GrouE'Inc.Conv.Sub.Deb.Reg.-
I 5%due 5/15/9 ,sold 8/17/71 at
9,240.00220
Carrying value 8,610.00 630 00
26 Net proceeds sale $10,000'Bonds Chippewa
Township Sanitary Authority Sewer Rev.
Sere A,4.40%due 11/1/86,sold
8/19/71 at 79.06 7,906.00
Carrying value 7,650.00 256 00
26 Net proceeds sale $3,000 Bonds Elizabeth-
Forward Joint School Authority School
Building Rev.Sere C,4.15%due ~/1/86,
sold 8/19/71 at 73.375 2,291.25
Carrying value 2,160.00 131 25
26 Net proceeds sale $5,000 Bonds Moon Schools I
Union School District Authority School
Building Rev.Sere 67,4.50%due 5/1/85,
sold 8/19/71 at 80.373 4,018.65
Carrying value 4,000.00 18 65
26 Net proceeds sale $10,000 Bonds St.Marys
Area School Authority School Building Re~
Sere 67,4.65%due 9/1/84,sold 8/19/71
at 85.05 8,505.00
Carrying value 8,300.00 205 00
26 Proceeds sale $5,'000 Bonds Scranton General
Obligation 2nd Sere of 69,6%due 8/15/86
sold 8/19/71 at 100.55 5,027.50Carryingvalue4,875.00 152 50
26 Net proceeds sale $3,000 Bonds Upper Yoder
Township School District Authority School
BUilding Rev.Sere A,3.50%due 2/1/85,
sold 8/19/71 at 73.13 2,143 .90
Carrying value 2,0 0.00 153 90
-9-
".
504 00
,------
.
CHARLES G.·RONEY .
TR-2-A REV.9-6~
1971
Aug.31 Proceeds sale $5,000 Bonds Central Cumber-
land County Joint School District Author-
ity School Rev.Sere 68,5.125%due
5/1/87,sold 8/24/71 at
85.39 $4,269.50
Ca:r:-rying value 4,250.00 $19 50
31 Proceeds sale Manor Township Joint Munici-
pal Authority Water Rev~Sere B 4.375%
due 10/1/2002,sold 8/24/71 at
75 ($5,000 Bonds)3,750.00
Carrying value 3,500.00 250 00
31 Proceeds sale $5,000 Bonds McKeesport
I
Parking Authority Sere 69,5.50%due I12/1/2008,sold 8/24/71 at
I83.94 ,4,197.00
Carrying value 4,050.00 147 00
31 Proceeds sale $10,000 Bonds New Eagle
Municipal Authority Sewer Rev.Sere A 5%
due 11/1/92,sold 8/24/71 at
79.50 7,950.00Carryingvalue7,700.00 250 00
31 Proceeds sale $10,000 Bonds Patton Munici-
pal Authority Sewer Rev.Sere A 5.625%
I
due 5/1/87,sold 8/24/71 at
90.25 9,025.00
Carrying value 8,900.00 125 00
31 Proceeds sale $5,000 Bonds Pleasant Hills
Authority Sewer Rev.Sere 65,3.45%due3/1/88,sold 8/24/71 at
65.125 3,256.25 I
Carrying "value 3,225.00 31 25
31 Proceeds sale $10 000 Bonds Pottsville Area
62 00
643 00
162 60
TR·2·A REV.9.621,1971
Aug.31
7
CHARLES G.RONEY
Net proceeds sale 100 shares Crane Co.on
8/24/71 at 47 $4,637.40
Carrying value 4,375.00 $
31 Net proceeds sale 4 shares Crane Co.on
8/24/71 at 46.875 181.29
I Carrying value 175.00
Sept.2 Proceeds sale 543.8430 shares Steadman
American Industry Fund on 8/27/71
at 4.09 2,224.32
Carrying value 1,816.44
Proceeds sale $20,000 Bonds Allegheny Val-
ley School Authority School BUilding Rev.
Sere 69 A,6.65%due 12/1/84,sold
8/24/71 at 102.55 20,510.00
Carrying value 20,300.00
262 40
6 29
407 88
210 00
Oct.
7 Net proceeds sale 400 shares
Cement Corp.on 8/27/71 at
11.50
Carrying value
Penn-Dixie
4,495.90
4,250.00 245 90
2 63
o 29
85 43
o 44
1 Proceeds sale $10,000 Bonds West Jefferson
Hills Joint School Authority School
Building Rev.Sere 63,3.20%due
11/1/81,at 100 10,000.00
Carrying value 9.950.00
2 Proceeds sale 106 rights First National
Bank and Trust Co.,Washington,Pa.on
10/26/71 at 0.40 42.40
Reduction in carrying value
of stock 0.00
Nov.
1972
Apr.3 Proceeds redemption $1,000
Township School District
3.375%due 4/1/72 ..
Carrying value
-11-
Bonds Hampton
Tax-Free Sere
1,000.00
985.00
50 00
42 40
15 00
-------
CHARLES G.RONEY
TR-2-A REV.9-62
1972 Proceeds sale 846 rights PhiladelphiaSept.27
Electric Co.on 9/19/72 at
0.071406 $60.41
Reduction in carrying valueofstock '0.00 ,$60 41 $5,254 72
I Sale and Conversion of Assets without
Gain or Loss
Proceeds sale General Motors Acceptance
Corp.Short Term Loans at 100,as
i
follows:I
I
I 9/8/71.$115,000.00
I
ICarryingvalue115,000.00 $0 00
I
9/13/71 188,000.00
Carrying value 188,000.00 0 00
9/29/71 221,000.00
,Carrying value 221,000.00 0 00.
10/8/71 276,000.00
Carrying value 276,000.00 0 00
11/3/71 226,000.00
I
Carrying value 226 ,000..00 0 00
11/11/71 199,000.00
Carrying value 199,000.00 0 00
12/30/71 211,000.00
Carrying value 211,000.00 0 00
4/3/72 211,000.00
I
Carrying value 211,000.00 0 00
4/11/72 217,000.00
Carrying value 217,000.00 0 00
Proceeds sale General Motors Acceptance
Corp.Demand Notes at 100,as follows:
12/12/72 82,000.00
Carrying value 82,000.00 0 00
12/28/72 81,000.00
Carrying value 81,000.00 0 00
4/16/73 81,000.00
Carrying value 81,000.00 0 00
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,
CHARLES G RONEY
e uc lon ln carrYlng va ue
.
TR-2-A REV.9-62
Proceeds sale Ford Motor Credit Co.Short
I Term Loans at 100,as follows:
10/12/72 $31,000.00
I Carrying value 31,000.00 $0 00
12/28/72 50,000.00
Carrying value 50,000.00 0 00
I
1/3/73 50,000.00
Carrying value 50,000.00 0 00
I 1971
Sept.10 Proceeds withdrawal savings account Mellon
National Bank and Trust Co.53,113.93Carryingvalue53,113.93 0 00
I1972
19 1May Proc.eeds redemption $20,000 Certificate of
I
Deposit First National Bank,Washington,
Pa.5%due 5/18/72,at 100 .20,000.00
Carrying value 20,000.00 0 00
Oct.5 Proceeds redemption $15,000 Certificate of
Deposit First National Bank,Washington,
Pa.5%due 9/29/72,at 100 15,000.00
Carrying value 15,000.00 0 00
Nov.3 Proceeds sale 1/32 working interest in
I
Le.yda Well #3,Science Wells #1 and #3,
Pitt Coal Co.Well #1 150.00
Carrying value 150.00 0 00
Payments account principal of the following
mortgages:
Ethel Lightner Baxter,6%-
11/17/71 to 4/16/73 236.38
Reduction in carrying value 236.38 0 00
George A.Brock et ux,6%-
11/29/71 to 4/13/73 617.97
Reduction in carrying value 617.97 0 00
Ralph E.Canfield et ux,6%-
11/17/71 to 5/8/73 1,498.36
I Reduction in carrying value 1,498.36 0 00
Samuel W.Carson et ux,6%-.
11/17/71 to 5/9/73 2,253.28R d t·1 2 253 28 0 00
Phillip E.Ewing et ux,6%-
11/17/71 to 4/26/73
Reduction in carrying value
1,465.42
1,465.42 o 00
Clarence E.Ewing -.
11/17/71 to 4/26/73
Reduction in carrying value
Raymond E.Fonner -
11/17/71 to 4/13/73
Reduction in carrying value
-13-
1,594.58
1,594.58
701.91
701.91
o 00
o 00
~-~-
CHARLES G.RONEY
TR·2·A REV.9·6
Louis M.Matu110 et ux,6%-
11/17/71 to 4/30/73 $675.59
Reduction in carrying value 675.59 $0 00
Mary Miller et con,6%-
11/17/71 to 4/13/73 2,146.91
Reduction in carrying value 2,146.91 0 00
Mary Miller et con,6%-
11/17/71 to 4/13/73 1,291.71
Reduction in carrying value 1,291.71 0 00
Victor C.Pryor et ux,6%-
11/17/71 to 5/9/73 1,246.54
I
Reduction in carrying value 1,246.54 0 00 I
James R.Strope et ux,6%-I
I 11/17/71 to 3/20/73 480.04
Reduction in carrying value 480.04 0 00
John Shuba et ux4 6%-
11/17/71 to 5//73 932.82
Reduction in carrying value 932.82 0 00
Stanley J.Shuba et ux,6%-
11/17/71 to 4/23/73 672.64
,Reduction in carrying value 672.64 0 00
i Payments in full principal of the following
mortgages:
Robert R.Davis et ux,6%-
11/17/71 to 11/29/72 4,371.61
Carrying value 4,371.61 0 00
Isabella Hardie et con,6%-,
11/17/71 and 11/29/71 135.06
Carrying value 135.06 0 00
William E.Horner et ux,6%-
11/17/71 to 1/18/73 732.56
Carrying value 732.56 0 00
Duane H.Pryor et ux,6%-
11/17/71 to 12/11/72 1,451.56
Carrying value 1,451.56 0 00
Hazel N.Richmond et ux,6%-
1/4/72 to 11/29/72 1,395.65Carryingvalue1,395.65 0 00
Boyd E.Staley et ux,6%-
11/17/71 to 1/12/72 210.89
Carrying value 210.89 0 00
-14-
...
CHARLES G.RONEY
TR-2-A REV.9-62
Payments in full principal of the following
judgment notes:
Freddies Activity Club,6%-
9/16/71 to 5/9/72 .$537.55Carryingvalue537.55 $0 00
Kenneth E.Mounts Land Contracts -
10/8/71 to 11/14/72 1,143.46
Carrying value 1,143.46 0 00
William T.and Elsie Schumacher,6%-
9/13/71 to 10/12/71 2,103.26
Carrying value 2,103.26 0 00
George F.and Catherine E.Sprowls,6%-I
I11/23/71 832.81
Carrying value 832.81 0 00
Payments account principal of the following
judgment notes:
James A.and Shirley E.Bauer,6%-
11/26/71 to 8/25/72 137.22
Reduction in carrying value 137.22 0 00
William Wayne and Nellie Jackson,6%-
9/20/71 to 3/20/73 359.10Reductionincarryingvalue359.10 0 00
Robert W.and Nancy M.Kuhns,6%-
10/12/71 to 5/4/73 784.00
Reduction in carrying value 784.00 0 00
George H.and Marian McGary,6%-
10/26/71 to 3/20/73 277.51Reductionincarryingvalue277.51 0 00
Richard and Mary C.Miller,6%-
10/14/71 to 4/19/73 151.42
IReductionincarryingvalue151.42 0 00
I
Kenneth E.and Lois J.Wray and
Louise A.Mounts,6%-
10/13/71 to 1/26/72 70.72
Reduction in carrying value 70.72 0 00
Mahlon Sibert et ux,6%-
2/16/72 to 9/29/72 171.13
Reduction in carrying value 171.13 0 00
Albert and Evelyn L.Whiteman,6%-
10/12/71 to 12/10/71 75.51Reductionincarryingvalue75.51 0 00
Ralph and Viola Anderson -
10/26/71 to 4/6/73 80.97
1$Reduction in carrying value 80.97 0 00 0 00
$1,010,423 56AmounttransferredfromPrincipal-Realty
for investment 588 00
-15-~1,011,011 56
-'~.....~.....
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,
CHARLES G.RONEY
TR-2-A REV,9-62
DISBURSEMENTS
Family Exemption
1971
$Aug.23 Rosa D.Roney,widow 1,500 00
I
Administrative Expenses I1971
July 21 Russell Marino,Register -
Letters testamentary $17 50
10 short certificates 10 00
26 Washington County Reports -
Advertising letters testamentary 14 00
Aug.2
1
Russell Marino,Register -ICertifiedcopyofwill1250I21RussellMarino,Register -
I"50 short certificates 50 00
Sept.2 The Claysville Recorder -
Advertising letters testamentary 12 00
Oct.18 Joseph W.Linn -
Reimbursement for monies advanced for
copies of certain court records 9 5018Appraisalfeesinrepropertiesin
Washington County -
153 Church Street,Claysville Bqrough 50 00
143 Elm Street,Claysville Borough 50 00
II
143 Church Street,Claysville Borough 50 00
240 Main Street,Claysville Borough 50 00
545 Broad Street,Washington Borough 50 00
325 McClay Street,Canton Township 50 00
Lot on Main Street,South Strabane Town-
ship 50 00
Nov.4 Russell Marino,Register -
2 short certificates 2 00
1972
Feb.4 Edward J.Lee -
Services as constable in serving land-
lord's warrant on Alma Flickner 75 00-Mar.1 Russell Marino,Register of Wills -
Filing inventory 26 00
Additional cost on grant of letters 20 00
1 Postage and insurance charges re various
securities 9 67
2 Edward J.Lee,Constable -
Serving landlord warrant and post
property 35 00
Nov.17 Frank C.Carroll,Esq.-
Documentary stamps on sale of property
to Lois J.Mounts 56 0021Feeforservicesresaleofproperty235
McClay Road 25 00
1973
Apr.27 Annual charge for servicing mortgages 628 43
-16-i
I
I
.~,...~.__._.
I CHARLES G.RONEY
TR-2-A REV.9-6~
Expenses re maintenance and preservation of
the following properties:
State Route 380,Washington County,Pa.-
Liability insurance -
7/31/71 to 11/20/72 $8.00 I
11/20/72 to 11/20/75 13.00 ITunnelAve.,West Alexander,Pa.-
Liability insurance -7/12/71 to
11/20/72 6.00
Washington County real property
12.74tax-paid 5/26/72
Township tax -6/30/72 5.47
150 Church St.,Claysville,Pa.-
Liability insurance -7/12/71 to
I
11/20/72 11.00
Washington County real property
tax -paid 5/26/72 .28.21
325 McClay Road,Washington County,
Pa.-
Liability insurance -7/12/71 to
11/20/72 11.00
545 Broad Street,Washington County,
Pa.-
1972 city real estate tax -
paid 3/7/72 44.10
Legislative Route #62096,Canton
I
Township,Pa.-
1972 Washington County real
property tax -5/26/72 37.20
1972 township tax -5/26/72 ~.261972schooltax-5/22/72 1 .94
North Main st.,South Strabane
Township,Pa.-
1972 Washington County real
2.56propertytax-5/26/72
1972 and 1973 township tax -paid
5/26/72 and 4/10/73 12.36
I
Sanitary Authority -
Sewer assessment -9/27/72 549.96
McGuffey School District -
1972 school tax -paid
7/21/72 97.02BoroughofClaysville-
1972 borough taxes-paid
8/8/72 48.51 $1,066 33
Sherman H.Siegel -
Attorney's fee -
12/12/72 -on account 7,500.00
4/17/73 -on account 12,000.00 I
5/10/73 -balance 313.00 19,813 00
Executor's compensation -
12/28/72 -on account 30,000.00 ~5/10/73 -balance 3,300.00 33~300 00 55,531 93
-17-
,
,
...."..~'-
13 50
,.
2,460.00Carryingvalue
CHARLES G.RONEY
TR-2-A REV.9-62
Loss on Sale of Assets'
1971
Aug.23,Net proceeds sale 32 warrants to purchase
American Telephone and Telegraph Co.Com.
stock from 11/15/70 through 5/15/75 at
52,expires 5/15/75,sold 8/16/71 at
9.125 $281.73
$36Carryingvalue318.00 27
25 Net proceeds sale 65 shares American
Standard,Inc.$4.75 Ser.A Cum.Conv.
Pfd.on 8/17/71 at 72.50 4,653.59 156Carryingvalue4,810.00 41 -
25
1
Net proceeds sale 2 shares American IStandard,Inc.on 8/17/71 at
42.88 I23.625
Carrying value 48.13 5 25
25 Net proceeds sale 300 shares N L Indus-
tries,Inc.on 8/17/71 at
18.875 5,558.49
Carrying value 5,906.25 347 76
25 Net proceeds sale 100 shares Wheeling-
Pittsburgh Steel Corp.on 8/17/71 at
16.625 1,623.27
I
Carrying value 1,656.25 32 98
25 Net proceeds sale 10 shares Wheeling-
Pittsburgh Steel Corp.on 8/17/71 at
16.50 158.61
Carrying value 165.63 7 02
26 Net proceeds sale $3,000 Bonds Cochranton
Area Joint School Authority School Rev.
Ser.B 3.75%due 12/1/79,sold 8/19/71 I
at 81 55 2 446 50
26 Net proceeds sale $5,000 Bonds Fort Cherry
Joint School Building Authority School
Building Rev.Ser.63,3.65%due 5/1/79,
sold 8/19/71 at 82.33 4,116.50
Carrying value 4,150.00 33 50
667.01
768.33
26 Net proceeds sale $1,000 Bonds Greenville
Municipal Authority Water Rev.Ser.52,
2.50%due 4/1/82,sold 8/19/71 at
66.701
Carrying value 101 32
26 Net proceeds sale $25,000 Bonds Moon School
Union School District Authority School
Building Rev.Ser.67,4.55%due 5/1/86,
sold 8/19/71 at 80.171 20,042.75 _
Carrying value 20,250.00 .207 25
-18-
CHARLES G.RONEY
TR-2-A REV.,9-6 '.1971Aug.26 Net proceeds sale $20,000 Bonds Rankin
School District Funding 5%due 10/1/73,
sold 8/19/71 at 100.754 $20,150.80
$149Carryingvalue20,300.00 20
26 Net proceeds sale $3,000 Bonds West Jeffer-
son Hills Joint School Authority BUilding
Rev.2nd Ser.63,3.65%due 11/1/81,
sold 8/19/71 at 75.81 2,274.30
Carrying value 2,310.00 35 70
31 Net proceeds sale 100 shares Allegheny
Power System,Inc.on 8/24/71 at
21 2,051.95
Carrying value 2,350.00 298 05 I
31 1 Net proceeds sale 76 shares Allegheny Power I
System,Inc.on 8/24/71 at
1,561.7920.875
Carrying value 1,786.00 224 21
31 Net proceeds sale 200 shares Anaconda Co.
on 8/24/71 at 18.625 3,651.16Carryingvalue3,725.00 73 84
31 Net proceeds sale 40 shares Anaconda Co.
on 8/24/71 at 18.50 726.08
31 1
Carrying value 745.00 18 92
-Net proceeds sale 39 shares Castle Capital
Corp.on 8/24/71 at 0.75 26.59Carryingvalue63.38 36 79
31 Net proceeds sale 100 shares Helme Products,
Inc.on 8/24/71 at 15.625 1,521.08Carryingvalue1,537.50 16 42
31 Net proceeds sale 6 shares Helme Products,
Inc.on 8/24/71 at 15.50 87.18
Carrying value 92.25 5 07
31 Net proceeds sale 67 shares Mohasco Indus-
tries,Inc.on 8/24/71 at 35.625 2,340.18Carryingvalue2,365.94 25 76
Sept.7 Proceeds sale 166 shares Delaware Fund4 Inc
on 8/27/71 at 13.54 .2,2 7.64Carryingvalue2,466.76 219 12 .
·7 Net proceeds sale 100 shares Marquette
Cement Manufacturing Co.on 8/27/71
at 14.375 1,402.40
Carrying value 1,462.50 60 10
7 Proceeds sale 137.6850 shares Wellington
Fund,Inc.on 8/27/71 at
11.76 1,619.18Carryingvalue1,776.14 156 196 ~2,261 40
-19-
•
-----------------------------------------....,
CHARLES G.RONEY
TR·2·A REV.9·62
Preferred Debts
..12 Ferrell Funeral Home -
Funeral expenses
12 Claysville Cemetery -
Opening and closing grave
20 Howard Wasler Funeral flowers7WashingtonHospital-
Balance hospital bill
8 J.Paul Proudfit,M.D.-
Balance medical attendance
8 Karl C.Randall,III,M.D.-
Balance medical attendance
16 Rosa D.Roney -
Reimbursement for honorariums to the
I following:
Rev.George Waterbury
Rev.A.Boyd Keys
24 Alan N.Bress,M.D.and James C.Bress,
M.D.-
Medical treatment during last illness -
6/3/71 to 7/12/71
1971
Aug.
Sept.
Nov.
1972
Jan.4 S.White's Sons Monument at grave
$1,593 50
85 00
56 18
63 57
41 20
8 00
40 00
40 00
15 00
1.239 00 $3,181 45
1971
Aug.
12
12
12
31
31
31
31
Other Debts
West Penn Power Co.-
Final bill at lumber yard $
Claysville News Newspaper
Sprowls Hardware Merchandise
Bell of Pa.-
Service at 135 Church St.,Claysville,
to 8/1/71
Delmer C.Larkin,Tax Collector -
Trinity Area sChool tax for 1971 -lot in
South Strabane Township
Barbara M.Laird,Tax Collector -
McGuffey School District tax for 1971 -
property Tunnel Ave.,West Alexander
Harry R.Cook,City Treasurer -
Washington School District tax for 1971 -
property 545 Broad Street
lone L.Ramage,Collector -
Taxes paid as follows:
150 Church St.,Claysville -
1971 borough taxes $·40.42
1971 McGuffey School Dis-
trict tax 97.02
143 Elm St.-
1971 borough taxes 44.83
1971 McGuffey School District
tax 107.60
143 Church St.-
1971 borough taxes 46.43
1971 McGuffey School District
tax 111.43
-20-
o 64
6 30
82 79
30 83
10 00
43 81
42 81
,
CHARLES G.RONEY
TR-2-A REV,9-621
240 Main st.-
1971 borough taxes $36.88
1971 McGuffey School District
tax 88.49
153 Church St.-
1971 borough taxes 41.02
1971 McGuffey School District
tax 100.84 $714 96
1971
Sept.9 Internal Revenue Service -
3rd quarter estimated income tax 2,500 00
Nov.26 Claysville Christian Church -
Balance pledge of decedent 255 00
1972
Jan.14
1
Internal Revenue Service -"Quarterly payment of estimated tax -ICharlesG.and Rosa D.Roney -1971 2,500 00
Feb.25 Pittsburgh National Bank,Mortgage Dept.-
Service fee of 1%,months of Nov.and
Dec.1971,re mortgages on Roney
Estate 115 86
j 29 Pennsylvania Department of Revenue -
1971 Pennsylvania fiduciary income tax 29 54 $6,332 54
Other Taxes
1971
Oct.51 Russell Marino,Agent -
On account Pennsylvania transfer inheri-
tance tax at 6%$50,000.00
Less discount 2,500.00 $47,500 00
1972
Feb.28 Pennsylvania Department of Revenue -
1971 fiduciary income tax on capitalgains 357 72Mar.13 Internal Revenue Service -
1971 income tax on capital gains 219 65Apr.11 Internal Revenue Service -
Federal estate tax 122,161 9012RussellMarino,Agent -
Balance of inheritance tax 5,000 00
1973
Apr.2 Pennsylvania Department of Revenue -
1972 fiduciary income tax on capital
gains 10 31 175,249 58
Miscellaneous
Note of Ralph and Viola Anderson dated
7/14/65 in amount of $398.58,6%-'charge
off as worthless 121 19
$244,178 09
Amount transferred to Income-Realty for
distribution 120 00
$244,298 09
-21-
------
,
,CHARLES G.RONEY
TR-2-A REV,9-6~
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS I
Assets Purchased I1971
Oct.22 3.629 shares Col~mbia Gas System,Inc.
purchased 8/16/71 pursuant to automatic
dividend reinvestment plan $129.18
1973Jan.2 $14,000 General Motors Acceptance
I
Corp.Demand Note 14,000.00 I
General Motors Acceptance Corp.I
Short Term Loans -
12/15/71 14,000.00
1/4/72 14,000.00
Sale of Assets without Gain or Loss
Proceeds sale General Motors Acceptance
Corp.Short'Term Loans at 100,as
I
follows:
12/30/71 14,000.00Carryingvalue14,000.00 $0 00
12/28/72 14,000.00
Carrying value 14,000.00 0 00 $ 0 00
Dividends
American Brands,Inc.Com.
400 shares -9/16/71 to 3/1/73 $1,592 80
American Telephone and Telegraph Co.Com.
566 shares -10/1/71 to 4/2/73 2,660 20
Baltimore Gas and Electric Co.8.75%
Cum.Pfd.
100 shares -10/4/71 to 4/2/73 1,531 25
Borg-Warner Corp.Com.
200 shares -8/20/71 to 2/15/73 442 50'
Columbia Gas System,Inc.Com.
293.588 shares -10/22/71 129 18
7 shares -11/18/71 3 08290shares-11/15/71 127 60
297 shares -2/16/72 to 2/15/73 681 64
Consolidated Natural Gas Co.Com.
200 shares -11/15/71 to 2/15/73 585 50
-22-,
--------------------------------------------------------------
CHARLES G.RONEY
TR-2-A REV.9-62
Continental Can Co.,Inc.Com.
104 shares -9/15/71 to 3/15/73
Crane Co.3.75%Cum.Pfd.
150 shares -9/10/71 to 3/9/73
Delaware Fund,Inc.Com.
166 shares -9/17/71
Duquesne Light Co.Com.
700 shares -10/1/71 to 4/2/73
Duquesne Light Co.Cum.Pfd.
100 shares -10/1/71 to 4/2/73
Exxoh Corp.,formerly Standard Oil Co.
of New Jersey,Com.
696 shares -9/10/71 to 3/12/73
First National Bank and Trust Co.,
Washington,Pa.
106 shares -10/6/71 to 4/4/73
General Electric Co.Com.
300 shares -10/25/71 to 4/25/73
General Motors Corp.Com.
189 shares -9/10/71 to 3/12/73
International Harvester Co.Com.
400 shares -10/15/71 to 4/16/73
International Paper Co.Com.
591 shares -9/15/71 to 3/15/73
Jersey Central Power and Light Co.8~'12%
Cum.Pfd.
100 shares -11/5/71 to 5/1/73
Joy Manufacturing Co.Com.
400 shares -10/25/71 to 4/30/73
Mobil Oil Corp.Com.
408 shares -9/15/71 to 3/12/73
National Steel Corp.Com.
300 ,shares -9/15/71 to 3/14/73
Pennsylvania Power and Light Co.8.40%
Cum.Pfd.
85 shares -10/12/71 to 4/2/73
Pennsylvania Power and Light Co~9%Pfd.
100 shares -10/1/71 to 4/2/73
Phelps Dodge Corp.Com.
200 shares -9/10/71 to 3/9/73
-23-
291 20
984 41
16 60
2,044 00
1,512 00
4,698 00
315 35
735 00
1,323 00
1,020 00
1,586 87
1,421 00
980 00
1,897 20
1,312 50
1,249 50
1,575 00
735 00
TR-2-A REV.9-62
CHARLES G.RONEY
Philadelphia Electric Co.Com.
794 shares -9/29/71
846 shares -12/20/71 to 3/29/73
Philadelphia Electric Co.8.75%Pfd.
100 shares -11/4/71 to 5/1/73
Phillips Petroleum Co.Com.
300 shares -9/8/71 to 3/1/73
Public Service Electric and Gas Co.9.62%
Pfd.
100 shares -9/30/71 to 3/30/73
R.J.Reynolds Industries,Inc.Com.
200 shares -9/7/71 to 3/5/73
TRW,Inc.Com.
·484 shares -9/22/71 to 3/15/73
Tenneco,Inc.Com.
100 shares -9/14/71 to'3/13/73
United States Gypsum Co.Com.
100 shares -9115/71 and 12/15/71
200 shares -3/15/72 t9 3/15/73
$325 54
2,081 16
1,531 25
682 50
1,683 50
868 80
856 68
233 00
150 00
385 00
Westinghouse Electric Corp.Com.
256 shares -9/8/71 and 12/1/71
512 shares -3/1/72 to 3/1/73
Interest -Bonds
230 40
,,__---.;6-.:..0~3t-=-6~6 $41,081 87
Allegheny County Peoples Bridge Sere 33D,
2.125%
$1,000 -7/12/71 to 3/1/73 $
Allegheny Valley School Authority School
Building Rev.Sere 69 A,6.65%
$20,000 -7/12/71 to 8/31/71
Bethel Park Borough Tax-Free Sere 1966,
Allegheny County,4.50%
$5,000 -7/12/71 to 5/1/73
Bethel Park School Authority Building
Rev.Sere 66,4.50%
$5,000 -7/12/71 to 2/1/73
Catasauqua-Hanover Union School District
Authority School Rev.,6.50%
$10,000 -7/12/71 to 3/15/73
Central Cumberland County Joint School
District Authority School Rev.,5.125%
$5,000 -7/12/71 to 8/31/71
-24-
34 78
181 03
405 62
349 37
1,088 75
35 08
..-------------------------------------
,TR-2-A REV.9-62
CHARLES G.RONEY
Chippewa Township Sanitary Authority
Sewer Rev.Ser.A,4.40%
$10,000 -7/12/71 to 8/26/71
American Telephone and Telegraph·Co.Deb.
Reg.,8.75%
$1,600 -7/12/71 to 11/15/72
Cochranton Area Joint School Authority
School Building Rev.Ser.B,3.75%
$3,000 -7/12/71 to 8/26/71
Corry Area School Authority School
BUilding Rev.Ser.63,3.55%
$1,000 -7/12/71 to 5/1/73
Elizabeth-Forward Joint School Authority
School Building Rev.Ser.C,4.15%
$3,000 -7/12/71 to 8/26/71
Erie City Improvement Ser.70,7%
$10,000 -7/12/71 to 1/15/73
Fort Cherry Joint School Building Author-
ity School Building Rev.Ser.63,
3.05%
$5,000 -7/12/71 to 8/26/71
Greenville Municipal Authority Water Rev.
Ser.52,2.50%
$1,000 -7/12/71 to 4/2/73
Greenville Municipal Authority Water Rev.
Ser.52,2.50%
$2,000 -7/12/71 to 4/1/73
American International Group,Inc.
,$4,200 -7/12/71 to 8/24/71
Hampton Township School District Tax-Free
Ser.57,3.375%
$1,000 -7/12/71 to 4/1/72
Hempfield Union School District Authority
School BUilding Rev.Ser.DJ 7%
$5,000 -7/12/71 to 1/1/73
Lackawanna County General Obligation
Ser.66,4%
$5,000 -7/12/71 to 1/1/73
Lititz Area School Authority School Rev.
Ser.69,6.50%
$10,000 -7/12/71 to 12/15/72
Lycoming County General Obligation Build-
ing Ser.69,5.90%
$10,000 -7/12/71 to 12/15/72
-25-
..
$53 78
187 83
13 75
64 00
15 22
1,055 83
22 31
46 05
85 98
24 50
24 28
514 31
293 89
926 25'
840 75
--------
,
!
CHARLES G.RONEY
TR-2-A REV.9-62
McKeesport Parking Authority Sere 69,
5.50%
$5,000 -7/12/71 to 8/31/71 $37 43
Montour Joint School Authority School
Building Rev.Sere 66,4.35%
$10,000 -7/12/71 to 12/1/72 602 96
Manor TownshiK Joint Municipal Water
Authority,.375%
$5,000 -7/12/71 to 8/31/71 29 78
Moon School Union School District Author-
itK School Building Rev.Sere 63-A,
I
3.0%
I$5,000 -7/12/71 to 5/1/73 306 47
Moon School Union School District Author-
ity School Building Rev.Sere 67,
4.50%
$5,000 -7/12/71 to 8/26/71 27 50
Moon School Union School District Author-
ity School Building Rev.Sere 67,
4.55%
$25,000 -7/12/71 to 8/26/71 139 03
New Eagle Municipal Authority Sewer Rev.
Sere A,5%
$10,000 -7/12/71 to 8/31/71 68 06
Northampton County Area Community College
Authority College Rev.Sere 69,6.875%
$20,000 -7/12/71 to 12/15/72 1,959 37
Patton Municipal Authority Sewer Rev.
Sere A,5.625%
$10,000 -7/12/71 to 8/31/71 76 56
Commonwealth of Pennsylvania Sere V,
5.70%
$10,000 -7/12/71 to 12/15/72 812 25
Pennsylvania Turnpike Rev.Sere 66,3.70%
$5,000 -7/12/71 to 8/23/71 21 07
Pleasant Hills Authority Sewer Rev.
Sere 65,3.45%
$5,000 -7/12/71 to 8/31/71 23 48
Pottsville Area School Authority School
Rev.Sere 68,5.20%
$10,000 -7/12/71 to 8/31/71 70 77
Rankin School District Funding,5%$20,000 -7/12/71 to 8/26/71 122 22,
-26-
•••4•••"••••,
\
CHARLES G.RONEY
TR-2-A REV.9-62
Ross-West View School Authority School
Building Rev.Sere 64,5.90%
$24$5,000 -7/12/71 to /1/73 507
St.Marys Area School Authority School
Building Rev.Sere 67,4.65%
$10,000 -7/12/71 to.8/26/71 56 84
Scranton General Obligation 2nd Sere of
69,6%
$5,000 -7/12/71 to 8/26/71 36 67
Southwest Butler County School Authority,
3.75%
I
$2,000 -7/12/71 to 8/31/71 10 21
ISuburbanErieBuildingAuthoritySchool
Building Rev.Sere 70 A,6.60%
$10,000 -7/12/71 to 5/1/73 1,189 83
University Area Joint Authority Sewer
Rev.Sere 68-A,5.50%
74 86$10,000 -7/12/71 to 8/31/71
Upper Perkiomen Joint School Authority
School Rev.Sere 66,4.20%
$5,000 -7/12/71 to 12/1/72 291 08
i Upper Yoder Township School District
Authority School Building Rev.Sere A,
3.50%
$3,000 -7/12/71 to 8/26/71 12 83
Washington-East Washington Joint Author-
ity Sere 62,3%
$6,000 -7/12/71 to 8/31/71 24 50 \
Waynesboro Area School District Authority
School Rev.Sere 69,6.3~
$10,000 -7/12/71 to 5/1 73 1,135 75
West Jefferson Hills Joint School Author-
ity School Building Rev.Sere 63,3.65%
$3,000 -7/12/71 to 8/26/71 13 37
West Mifflin Borough School Authority
School Building Rev.Sere 66,3.65%
$5,000 -7/12/71 to 12/1/72 252 97
West Jefferson Hills Joint School
Authority School Building Rev.Sere 63,3.20%
$10,000 -7/12/71 to 11/1/71 96 89 $14,263 35
,
-27-
I
1-·...............
I
CHARLES G.RONEY
,
TR-2-A REV,9-62
Interest -Short Term Investments
Ford Motor Credit Co.Short Term Loan
$31,000 -10/12/72 $590 95
Ford Motor Credit Co.Demand Notes
$50,000 -12/28/72 580 64
50,000 -1/3/73 7 85
General Motors Acceptance Corp.
Short Term Loans
$115,000 -9/8/71 162 62
188,000 -9/13/71 147 66
221,000 -9/29/71 555 52
I
276,000 -10/8/71 387 21 I226,000 -11/3/71 875 03 I199,000 -11/11/71 222 42
211,000 -12/30/71 1,391 2714,000 -'12/30/71 27 66
211,000 -4/3/72 2,202 76217,000 -4/11/72 222 0082,000 -12/12/72 2,757 40
General Motors Acceptance Corp.
Demand Notes
$81,000 -12/28/72 -200 60
14,000 -12/28/72 666 11
I
81,000 -4/16/73 1.492 08 $12,489 78
Interest -Mortgages
Ethel Lightner Baxter,6%11/12/71 to 5/12/73 $93 62
George A.Brock et ux,6%
11/12/71 to 4/12/73 222 03
Ralph E.Canfield et ux,6%,
6412/12/71 to 6/12/73 921
ISamuelW.Carson et ux,6%
11/12/71 to '5/12/73 541 72
Robert R'.Davis et ux,6%
12/12/71 to 11/10/72 298 73
Clarence E.Ewing et ux,6%
8/12/71 to 5/12/73 ,360 35
Philip E.Ewing
11/12/71 to 5/12/73 459 58
Raymond E.Fonner,6%
11/12/71 to 5/12/73 178 09
-28-
_•.....
,
CHARLES G.RONEY
TR-2-A REV,9-62
I William E.Horner et ux,6%
12/12/71 to 1/12/73 $36 71
Isabella Hardie et con,6%
10/12/71 to 11/12/71 1 67
Duane Pryor et ux,6%
4/12/72 to 11/12/72 77 72
Mary Miller et con,6%
1,42310/12/71 to 4/12/73 09
Mary Miller et con,6%
417
I
10/12/71 to 4/12/73 '27
I
,IVictorC.Pryor et ux,6%I10/12/71 to 5/12/73 513 46
Hazel N.Richmond et ux,6%
9/12/71 to 11/12/72 85 59
John Shuba et ux,6%
9/12/71 to 2/12/73 397 18
Louis M.Matu110 et ux,6%
10/12/71 to 4/12/73 311 41
I
Stanley J.Shuba et ux,6%
3611/12/71 to 5/12/73 207
James R.Strope et ux,6%
10/12/71 to 4/12/73 359 96
Louis Dagastino
7/12/71 to 8/30/71 0 95
Boyd E.Staley et ux
$11/12/71 to 1/12/72 3 22 6,911 35
Interest -Certificates of Deposit
I
First National Bank of Washington,Pa.,
5%$20,000 -to 5/18/72 $1,000 00
First National Bank of Washington,Pa.,
5%
$15,000 -9/28/71 to 9/29/72 1,500 00 2,500 00
\-29-
1--,'..-.-.
.,,
,..
CHARLES G.RONEY
TR-2-A REV,9-62
Interest -Notes
Freddie's Activity Club,6%
9/12/71 to 3/6/72 $13 58
Kenneth E.,Lois J.Wrayand Louise A.
Mounts,6%
7/12/71 to 11/10/72 83 19
Louis Dagastino
7/12/71 to 9/1/71 0 96
James R.Frambes
To 7/24/72 7 87
I
IWilliamT.and Elsie Schumacher I8/12/71 and 9/27/71 25 96
James A.and Shirley E.Bauer'
10/29/71 to 8/16/72 62 78
William Wayne and Nellie Jackson
8/9/71 to 3/1/73 125 90
George F.and Catherine E.Sprowls
To 11/15/71 17 07
I
Albert and Evelyn Whiteman
10/4/71 to 12/3/71 14 49
Robert W.and Nancy M.Kuhns
7/21/71 to 4/27/73 158 13
Richard'and Mary C.Miller
10/12/71 to 4/1/73 205 58
Ralph and Viola Anderson
7/26/71 to 3/28/73 69 03
George R.and Marian McGary
9/14/71 to 2/29/73 142 49
Alice M.and Mahlon Sibert
1/21/72 to 8/13/72 8 87 $935 90
~78,182 25
,
~
-30-
CHARLES G.RONEY
TR-2-A REV.9-62
DISBURSEMENTS
Internal Revenue Service -
1971 income tax on accumulated income $3,762 231972WashingtonCountypersonalproperty
tax -paid 8/25/72 .507 721973WashingtonCountypersonalproperty
tax -paid.3/12/73 252 02
Pennsylvania Department of Revenue -
1972 Pennsylvania fiduciary income tax -
paid 3/12/73 387 80
Pittsburgh National Bank -
Executor's compensation 4.690 94 $9,600 71
I Loss on Sale of Assets I1971Oct.25 Proceeds sale 0.217 share Columbia GasSystem,Inc.sold 10/5/71 at
32.95 $7.15Carryingvalue7.73 $0 58
29 Proceeds sale 3.412 shares Columbia Gas
System,Inc.sold 10/27/71 at
30.375 103.64Carryingvalue121.45 17 81 18 39
I
$9,619 10
.
-31-
&!i&&_
CHARLES G.RONEY
TR-2-A REV.9-6,
SCHEDULE C
PRINCIPAL -REALTY
RECEIPTS
1972
Feb.29 Inventory filed $7,200 00
Gain on Sale of Assets
1972
Apr.17 Proceeds sale property situate improved
Tunnel Ave.,West Alexander Borough,
Washington County,Pa.-I
I Cash $600.00 Ir:.)Less
/Pennsylvania transfer,
\tax $6.00
/Local transfer tax 6.00 12.00
,A Net proceeds I 588.00_yO
Carrying value '200.00 388 00
$7,588 00
\
\
I
DISBURSEMENTS
Amount transferred to Principal-Personalty
for investment $588 00
..
-32-
,--------------------------------------------..
CHARLES G.RONEY
TR-2-A REV,9-62
SCHEDULE D
INCOME -REALTY
RECEIPTS
Rents
150 Church st.,Washington County,Pa.
Aug.1971 through May 1973 $1,324 00
Working interest -182 acres,Washington
County,Pa.
I
Gas wells INetsalesfromRossLeyda#3,Pitt ICoalCo.,Science #1 and #3
Aug.1971 to Sept.1972 61 57
J.C.Brumage
Net income for 1972 from 1/64 working
interest
Logue #1,G.S.Montgomery and J.B.
Montgomery Wells,East Findlay ~Township,Washington County,Pa.41 13 1,426 70
Amount transferred from Principal-
Personalty for distribution 120 00
~1,546 70
DISBURSEMENTS
Taxes and Expenses
150 Church st.,Washington County,Pa.-
Additional premium fire insurance -paid
10/4/71 $20 00
Fred Warrell -
Repairs -7/20/72 10 50SprowlsHardware-
Repairs -8/18/72 to 4/2/73 113 66
Leroy Whiteman -
Repairs -8/18/72 80 26
Appraisal fee -10/18/71 50 00
Liability insurance for 11/20/72 to
11/20/75 19 00
$293 42TunnelAve.,West Alexander,Pa.-
Appraisal fee -10/18/71 50 00 $343 42
Executor's compensation 69 28
,~412 70
-33-
-_.-
\,.
.~~/.-..'
CHARLES G.RONEY
TR-2-A REV.9-62
EXHIBIT NO.1
PRINCIPAL -PERSONALTY
I
Per Paragraph Second of Will:
To:Rosa D.Roney -
1964 Buick sedan -delivered 10/7/71 $500 00
Per Paragraph Third of Will:
To:John Edwin Roney -
Specific bequest -paid 11/5/71 10,000 00
I
ITo:Dorothy R.Curtis -
ISpecificbequest-11/5/71 10,000 00
To:David Dunlap Roney -~Specific_bequest -11/5/71 10.000 00 30,500 00
INCOME -PERSONALTY
Rosa D.Roney -
5/10/73 $Cash -2/8172 to 41,000 00
ERS :rw -34-
-----~------------------------.--------~--.I
IN THE COURT OF COMMON PLEAS 'OF WASHINGTON COUNTY,PA.
ORPHANS'COURT DNISION
)
No.63-71-749
(
)
(
)
(
)
(
)
(
HEARING ON AUDIT
.',."'r •
r;-,f . 'I •'...[.-,'"
The Honorable PAUL A.SIMMONS,Judge of the
said Court.
SHERMANH.SIEG'EL,Esquire,of Washington,Pa.,
representing the Accountant."..,
Estate of
CHARLES G.RONEY,a/k/a
INRE:
CHAS.G.RONEY,
«
z
gDeceased.
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1&1D.
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~BEFORE:
~
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c
~APPEARANCES:
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~TIME:Wednesday,September 12,1973,at 10:00 A.M.,EDS1&1l-ll:oD.1&1ll:
~THE COURT:The estate of Charles G.Roney.
:Jo~MR.SIEGEL:If the Court please,I have the necessary paper«
uii:
lL f or the audit of this estate.The decedent left a w.ill in whicho
he left a residue of his est,ate in trust to the Pittsburgh Nation 1
Bank.All the debts are paid.The Federal Tax Return has be n
filed.There are no questions requiring adjudication.I would
like leave,Your Honor,to furnish a suggested Schedule of
Distribution which we have not had an opportunity to prepare.
MR.TROUTMAN:In this case also,Your Honor,no Debts and
(Audit Clerk)
Deductions.-;are on file.
THE COURT:
MR.ZERMANI:
2
Would you 'announce,the es tate of Charles G.Ro ey?
your Honor,I received no response.
THE COURT:Is anyone i~the Courtroom interested in the
Debts and Deductions form .
is ,ordered closed,subject to the filing of the properly execute
estate of Charles G.Roney,also known as Chas.G.Roney?c(
z
c(>..I>-III
ZZ1&1 ,~THE COURT:
ot-e>z
:I
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(NO RESPONSE )
Hearing no resp onse,the audit of this account
I hereby certify that the proceedings and evidenc'e ar
".( AUDIT CLOSED)
The fore'going record of the proceedings upon the
the above cause,and that the copy is a correct transcript of the same.
..:o
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N contained fully and accurately in the notes taken by .m~·on the ~earing of
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hearing of the above cause is hereby approved and directed to be filed.
By the Court,
~~~
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----,.-------------------·!!I__III•
---~_._----~-~------
-------------------------------------""'il
TR·2 REV.i)·52
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF CHA~S G.RONEY,ALSO KNOWN AS CRAS.G.RONEY,DECEASED
SUPPLEMENT TO FIRST AND FINAL ACCOUNT OF
PITrSBURGH NATIONAL BANI-<
EXECUTOR
NO.80839-7
PITTSBURGH,PA.
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 8 to 13 $995,387.84
Amount transferred from
Principal-Realty 800.00
Disbursements Page 14
$996,187 84
251,880 05
-
I r
Balance $7L~4,307 79
SCHEDULE B
INCOME -PERSONALTY
Receipts Pages 15 to 19
Disbursements Page 19
$89,660 86
10,327 82
I '
!
Balance
Disbursements Page 21
Disbursements Page 20
Amount transferred to
Principal-Realty
79,333j04
II·
I
I I
6,0001 00 1
1
i II
I I
983i 00--_.-::._._..,.,
I1$830,623;83
1__·-1_----·----·---r==1
1 6~2 70,oJ
7,588 00
649 70-------
788.00
800.00
NET BALANCE
Balance
Balance
SCHEDULE D
INCOME -REALTY
Page 21
Page 20
SCHEDULE C
PRINCIPAL -REALTY
Receipts
Receipts
I
I'
CHARLES G.RONEY
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
Allegheny County Peoples Bridge Ser.
33 D,2.125%
$1,000 due 3/1/76
Bethel Park Borough Tax-Free Ser.1966,
Allegheny County,4.50%
$5,000 due 11/1/84
Bethel Park School Authority School
Building Rev.Ser.66,4.50%
$5,000 due 8/1/89
Catasauqua-Hanover Union School Dis-
trict Authority School Rev.Ser.70,
6.50%
$10,000 due 3/15/79
Corry Area School Authority School
BUilding Rev.Ser.63,3.55%
$1,000 due 5/1/79
Erie City Improvement Ser.70,7%
$10,000 due 7/15/84
Greenville Municipal Authority Water
Rev.Se~.52,2.50%
$1,000 due 4/1/82
$2,000 due 4/1/88
Hempfield Union School District
Authority School Building Rev.Ser.D,
$~,OOO due 7/1/90.
"-Lackawanna County General Obligation
Ser.66,4%
$5,000 due 7/1/82
Lititz Area School Authority School
Rev.Ser.69,6.50%
$10,000 due 6/15/89
Lycoming County General Obligation
Building Ser.69,5.90%
$10,000 due 6/15/84
Montour Joint School Authority School
Building Rev.Ser.66,4.35%
$10,000 due 12/1/84
Moon School Union School District
Authority School Building Rev.Ser.63
3.40%
$5,000 due 11/1/79
-2-
$890 00
4,400 00
4,200 00
10,550 00
850 00
10,750 00
720 00
1,200 00
5,450 00
4,250 00
10,300 00
10,350 00
8,450 00
4,150 00
,TR-2-A REV.9-6
CHARLES G.RONEY
Northampton County Area Comm.Call.
Authority College Rev.Sere 69,
6.875%
$20,000 due 12/15/86
Commonwealth of Pennsylvania Sere V,
5.70%
$10,000 due 6/15/88
Ross-West View School Authority School
Building .Rev.Sere 69,5.90%
$5,000 due 4/1/86
Suburban Erie Building Authority School
BUilding Rev.Sere 70A,6.60%
$10,000 due 11/1/81
Upper Perkiomen Joint School Authority
School Rev.Sere 66,4.20%-
$5,000 due 12/1/2001
Waynesboro Area School District
Authority School Rev.Sere 69,6.30%
$lO,OOO'due 5/1/88
West Mifflin Borough School Authority
School Building Rev.Sere 66,3.65%
$5,000 due 12ili83 ''
American Telephore and Telegraph Co.
Deb.Reg.,8.75%
$1,600 due 5/15/2000
Stocks
Baltimore Gas and Electric Co ..
100 shares 8.75%Cum.Preferred
Crane Co.
150 shares 3.75%Cum.Preferred
Duquesne Light Co.
100 shares $8.64 Cum.Preferred
,Jersey Central Power and Light Co.
100 shares 8.12%Cum.Preferred
Pennsylvania Power and Light Co.
85 shares 8.40%Pref.Preferred.
Pennsylvania Power and Light Co.
100 shares 9%Preferred
Philadelphia Electric Co.
100 shares 8.75%Preferred
Public Service Electric and Gas Co.
100 shares 9.62%Preferred
-3-
$21,600 00
10,200 00
5,150 00
10,400 00
3,700 00
10,550 00
I3,950'00
'.1
,
..
.
CHARLES G.RONEY
TR·2·A REV.9-6
American Brands,Inc.
400 shares Common $13,600 00
American Telephone and Telegraph Co.
26,885566sharesCommon 00
Borg-Warner Corp.-I
200 shares Common 4,700 00
IColumbiaGasSystem,Inc.
297 shares Common 7,722 00
Consolidated Natural Gas Co.
200 shares Common 5,125 00
I
Continental Can Co.,Inc.I
104 shares Common 2,574 00 I
Duquesne Light Co.
700 shares Common 15,312 50
Exxon Corp.
696 shares Common 61,857 00
First-Dyna Corp.,106 shares Common 4,028 00
General Electric Co.
300 shares Common 1'7,737 50
IGeneralMotorsCorp.
189 shares Common 12,166 87
IInternationalHarvesterCo.
400 shares Common 13,450 00
International Paper Co.
591 shares Common 26,299 50
J04Manufacturing Co.
14,50000sharesCommon 00
IMobilOilCorp.
408 shares Common 24,072 00-
National Steel Corp.
300 shares Common 10,237 50
Phelps Dodge Corp.
200 shares Common 9,425 00
Philadelphia Electric Co.
846 shares Common 16,708 50
Phillips Petroleum Co.
300 shares Common 16,312 50
-4-I
,
!TR-2.A REV.9·6"
CHARLES G.RONEY
R.J.Reynolds Industries,Inc.
200 shares Common
TRW,Inc.
484 shares Common
Tenneco,Inc.
100 shares Common
United States'Gypsum Co.
200 shares Common
Westinghouse Electric Corp.
512 shares Common
Mortgages
James R.Strope et ux,6%
Ralph E.Canfield et ux,6%
Phillip E.Ewing et ux,6%,
$
$
9,000 00
11,979 00
2,150 00
4,100 00
17 216 00 $427-,397 87 I
3,050 70
7,364 29
3,233 64
--
Clarence E.~ling et ux,6%
Samuel W.Carson et ux,6%
Ethel,Lightner Baxter,6%
Stanley J.Shuba et ux,6%
Raymond E:Fonner,6%
Louis M.Matullo et ux,6%
John Shuba et ux,6%
Mary Miller et can,6%
Mary C.Milleret can,6%
Victor C.Pryor et ux,6%
George A.Brock et ux,6%
Short Term Investments
Ford Motor Credit Co~Demand Note
General Motors Acceptance Corp.
Demand Note
-5-
$
2,204 12
3,537 72
679 50
1,396 77
1,109 55
2,503 60
3,474 92
11,975 12
3,024 57
3,823 92
1 660 44
20,000 00
61,000 00
49,038 86
81,000 00
I
I
!
CHARLES G.RONEY
TR·2·A REV,9·62
Miscellaneous
One 1964 Buick sedan
Delivered to legatee
page 34 of FirstSeeExhibitNo.1,
and Final Account $500 00
ICourtagreementtoreviveJamesA.and
Shirley E.Bauer $2,~00 judgment note
having a balance·of 948.95 '811 73
Agreement to revive William Wayne and
Nellie Jackson $2,812.00 jUdgment
61notehavingabalanceof1,439.71 1,080 .
I Praecipe for writ of revival for IAlbertand,Evelyn L.Whiteman
$1,082 judgment note having a
balance of $593.29 517 78
.Court agreement to revive Robert W.and
Nancy M.Kuhns $2,165.70 judgment not
having a balance of $1,980.67 1,108 41.,.Kenneth E.,Lois J.Wray C.and
Louise A.Mounts $1,200 installment
judgment note dated 3/21/68 with
!.;nr-""Y'ec::+"'+hot h~',;nrr ~ba1 ';:rlce ofI-'-•...,........""""...,...........,-/"',..."""'"...1 b""""....................
$161.14 90 42
Richard and Mary C.Miller $3,000 note
dated 8/5/66,having a balance of
$2,040.25 ' .1,858 38
Ralph and Viola Anderson $870.79 note
dated 11/16/64 with interest at 6%,
having a balance of $677.24 596 27
George H.and Marian McGary $1,518.07
note dated 1/19/62 with interest at
6%,having a balance of $1,579.33 1,274 30
Judgment in default against Joseph
1$Blazic and Mary Blazic 1 00 7,838 90
$709,039 63
Cash -Distributed to legatees
See Exhibit No.1,page 34 of First and
Final Account '$30,000 00
Cash -On hand 5,268 16 35,268 16
$744,307 70
I
-6-.
iI
.
';3
-
CHARLES G.RONEY
TR-2-A REV.9-6 ..-
INCOME -PERSONALTY
Short Term Investments
General Motors Acceptance Corp.
Demand Note $14,000 00 I
ICash-Distributed
See Exhibit No.1,'page 34 of First and
Final Account 41,000 00
Cash -On hand 24,333 04 $79,333 04
I
I
IIPRINCIPAL-REALTY
I Property situate 150 Church st.,Clays-
I ville Borough,'Vlashington County,Pa.6,000 00
I
INCOME -REALTY
Cash 983 00
$830,623'83"
.
,
-7-
.I
TR-2-A REV.9-6
CHARLES G.RONEY
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Per First and Final Account filed
Adjustment in carrying value of the follow-
ing securities to market value as of
8/31/73 for the purpose of funding a
marital deduction trust:
Increase -
Bonds -
Allegheny County Peoples Bridge Ser.
33 D,2.125%$1~000 due 3/1/76 70.00
Bethel Park Borough Tax-Free
Ser.1966,Allegheny County,
4.50%
$5,000 due 11/1/84 225.00
Bethel Park School Authority
School .Building Rev.Ser.66,
4.50%
$5,000 due 8/1/89 325.00
Catasauqua-Hanover Union School
District Authority School
Rev.Ser.70,6.50%
$10,000 due 3/15/79 300.00
Corry Area School Authority
School Building Rev.Ser.63,
3.55%
$1,000 due 5/1/79 45.00
Erie City Improvement Ser.70,7%
$10,000 due 7/15/84 500.00
Greenville Municipal Authority
Water Rev.Ser.52,2.50%
$~OO due 4/1/82 168.33
2,000 due 4/1/88 140.00
Hempfield Union School District
Authority School BUilding Rev.
Ser.D,7%
$5,000 due 7/1/90 300.00
.Lackawanna County General Obli~
gation Ser.66,4%
$5,000 due 7/1/82 100.00
-8-.
$1,011,011 56
r -----------------------------------------,
CHARLES G.RONEY
TR-2-A Rev.9-6~
Lycoming County GeneTal Obligation
.Building Sere 69,5.90%
$10,000 due 6/15/84 300.00
Montour Joint School Authority
School Building Rev.Sere 66,
4.35%
$10,000 due 12/1/84 450.00
Moon School Union School District
Authority School Building Rev.
Sere 63,3.40%
$5,000 due 11/1/79 150.00
Northampton County Area Catron ..
Call.Authority College Rev.
Sere 69,6.875%
$20,000 due 12/15/86 1,100.00
Commonwealth of Pennsylvania
Sere V,5.70%
$10,000 due 6/15/88 350.00
Ross-West View School Authority
School Building Rev.Sere 69,
5.90%.
$5,000 due 4/1/86 200.00
Upper Perkiomen Joint School
Authority School Rev.Sere 66,
4.20%
$5,000 due 12/1/2001 300.00
Waynesboro Area School District
Authority School Rev.Sere 69,
6.30%
$10,000 due 5/1/88 550.00
West Mifflin Borough School
Authority School BUilding Rev.
Sere 66,3.65%
$5,000 due 12/1/83 225.00
Stocks.-
Baltimore Gas and Electric Co.
100 shares 8.75%Cum.Pfd.137.50
Pennsylvania Power and Light Co.
85 shares 8.40%Pref.Pfd.313.44
Pennsylvania Power and Light Co.
100 shares.9%Pfd.700.00
American Telephone and Telegraph Co.
566 shares Com.389.12
"T
Exxon Corp.
696 shares Com.
-9-
6,829.50
TR-2-A REV.9-6
I·
CHARLES G.RONEY
International Harvester Co..
400 shares Com.-'·2,150.00
International Paper Co.
591 shares Com.6,131.62
Mobil Oil Corp.
408 shares Com.306.00
Phelps Dodge Corp.
200 shares Com·.1,262.50
Phillips Petroleum Co.
300 shares Com.6,093.75
30,111.76
Suburban Erie Building Authority
School Building Rev.Ser.70A,
6.60%
$10,000 due 11/1/81 300.00
American Telephone and Tele-
~raph Co.Deb.Reg.,8.75%
$1,600 due 5/15/2000 27.00
.Stocks --
Duquesne Light Co.
100 shares $8.64 Cum.Pfd.100.00
Jersey Central Power and Light
Co.
100 shares 8.12%Cum.Pfd.62.50
Philadelphia Electric Co.
100 shares 8.75%Pfd.300.00
Public Service Electric and
Gas Co.
100 shares'9.62%Pfd.150.00
American Brands,Inc.
400 shares Com.4,325.00
Borg-Warner Corp.
200 shares Com.1,012.50
Columbia Gas System,Inc .
.297 shares Com.3,097.60
Consolidated Natural Gas Co.
200 shares Com.675.00
Continental Can Co.,Inc.
104 shares Com.1;215.50
-10-
I
>l
CHARLES G.RONEY
I,
TR·2·A REV.9·6 '
Duquesne Light Co.
700 shares Com.1,050.00
General Electric Co.
300 shares Com.618.75.
General Motors Corp.
189 shares Com.2,905.88
JOK Manufacturing Co.
00 shares Com.7,850.00
National Steel Corp.
300 shares Com.1,293.75
I Philadelphia Electric CO.-I
846 shares Com..1,998.00 I
R.J.Reynolds Industries,.Inc.
200 shares Com.3,625.00
TRW,Inc.
484 shares Com.6,322.25
\
I Tenneco,Inc.
I
100 shares Common 706.25
United States Gypsum Co.
200 shares Com.1,962.50
Westinghouse Electric Corp.I
512 shares Com.5,888.00 iI
45,735.48
Net Decrease $15.623 72 $995,387 84,,
,
,
I
-11-
.
CHARLES G.RONEY
:.==
R-2--A REV.9-62'
1973
June
Assets Purchased
$61,000 General Motors
Dew.and Note
-1
II
Acceptance.Corp..II'
$61,OOO?OO I
====11
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II
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II
II
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0100 11
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o 00\1
01 00
I
01 00
°1°01
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a 0011
a 00
IIoJ
229.62
229.62
45.83
l!-5.83
125.22 1
125.?2
217.3~I2J.~11
hL~3 .68 14'~-3 .68 ,
232.42
?32 ,.!g I
136.10
136.1Q.
$69,000 General
Corp.Demand Note
69,000.00
69.000uOO~~
Ethel Lightner Baxter)6%
5/17/73 to 8/11-1/'73
Reduction in carrying value
George A.Brock,at ux,6%
5/15/'73 to 8/13/'73
Reduction in carrying value
Ra~~p~E.Canfteld,et ux,6%
6/6/73 to 8/~/73
Reduction in carrying value
Samuel W'.Carson,et ux,6%
6/18/73 to 8/29/73
Reduction in carrying value
Clarence E.E~'/ing,et·ux,6%
5/31/73 to 7/2'//73
Reduction in carryi.ng value
Phillip E5 Ewing,et ux,6%
5/31/73 to 8/27/73 .
Red.uction in carrying value
Raymond E.Fonner,6%
5/14/73 to 8/9/73
Reduction in carrying value
Payments account principal of the
mortgages:
Alice M.and Mahlon Sibert JUdgement
dated 4/1/65.6%
Payment in full prJ.ncipal
Reduction in carrying value
Proceeds redemption
Motors Acceptance
at 100
Carrying value
106 shares First-Dyno Corp.Com.
Received in exchange for
106 shares First National
Bank and Trust Coo Com.
Carrying value
.Q2..!lversion of Asset.~_t}10ut Gain or Loss
Note 1
J8 .,4 I.li:t4li
$
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1973
May
r:
o..t
ClffiRLES G.RONEY
I
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III
II
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o 00
o 00
o 00
o 00
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01 00 I.J
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800 001;~--99-~-,1-~71841
111=·-----~-=r=1
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1.
102.42
102 ).1-2 $
261.75
I261J5
I
435.05
435.05
180 .81~I180.84.--_.--
207.89
207.89
130.43
130 .L~3
121.90
121~0
I.
n 11 .I!IO OWlllgl
88.26 I
88.26-..
27.52
27.52
30,,45 ,I
30 .!~5 I
Robert ·W.and Nancy M.Kuhns,6%
5/30/73 to 7/16/73
Reduction in carrying value
John Shuba,et ux,6%
6/4/7.3 to 7/27/73
Reduction in carrying value
George H.and Marian McGary,6%
6/ll-V'73 to '7/13/73
Reduction in carrying value
James R.strope,et ux>6%
5/18/73 to 8/27/73
Reduction in car:rying value
Mary C.Miller,et con,6%
5/16/73 to 8/10/73
Reduction in carrying value
Mary Miller,et con,6%'
5/14/73 to 8/J.0/73
Reduction in carrying value
Victor G.Pryor,et ux,6%
6/20/73 to 8/14/73 .
Reduction in carrying value
Stanley J.Shuba,et ux,6%
5/18/73 to 8/10/73
Heductj.on in carryi.ng value
Louis M.Matullo,6%
5/25173 to 7/25/73
Reduction in c~rrying value
Richard and Mary C.Miller,6%
5/5/73 to 8/6/73.'
I Reduction in carrying value
I Amount transfer:l'ed from.Principal-Realty
for investment
!i Payments account principal of theijudgementnotes:
I'
I
I
-13-
I III
I
i.II
I
I.
II
CHARLES G.RONEY
----.=:d
TR-2-A REV.9-62'
DISBURS:E:HEN~lIS
Per First and Fine"l Account fi.led $I244,298 091
'I
I
I
-14-
62.m.ipistrat i ve E~~~
Pittsburgh National Bank -
Reimbursement for notary fee
Sherman H.Siegel,Esq.-
Filing writ of revival of judgement
Roney versus Jackson,et ux and flling
writ of revival of judgement Roney
versus BauI',et ux
Ray Roccon -
Share transfer tax
Expenses re maintenance and preservation of
the following properties:
o 75
20 00
8 00
I
'
I
762lj
I ,i I
I 'I ''I'50 100 'I I
I .I I'7:427 O_Q{l1__.~~I
1$2Sl,88010sl
I==-====--==4'="-='I
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I I IIII
I I I,
II I I!
II I III
1 I I',I
i II
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II
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$
II
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48 .51
Township -
25.00
2~70
North ~~in'St.,South Strabane
Mowing lot -paid 7/16/73
Washington county rea.l estate
tax -pai.d 7/25/r-(3
Borough of Claysville -
1973 borough tax -paid
7/5/'73
IIII Russell Marino,Register of italls .~
Ii Filing fee First and Final A.ccoun.t
II paid 6/12/73
1'1
Sher~~n H.Siegel,Esq.-
Balance attorney's fee -paid 6/15/73
II
II
I
II
I
II
II
IIII
I
Ii
I
I
I
I
201
I
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I
18
18
Aug.
1973
May
"}
CHARLES G.RONEY
rR-2-A REV.9-6~
SCHEDULE B I
RECEIPTS
INC mm -PERSONALTY
Consolidated Natural Gas Co.Com.
200 shares -5/15/73 and 8/15/73
.1
'I
'III
.,
78,182 251
282 16
1
203 00 I
41 60,
I
lLw'631
135 00
I
396 20
218 75
476 00
I'I
Co.cap.I
I
I
I
Columbia Gas System,Inc.Com.
297 shares -5/15/73 ~lncl 8/J.51'73
Continental Can Co.,Inc.Com.
104 shares -6/15/73
Crane Co.,3.75%Cum.Pfd.
150 shares -6/8/73
Borg-Warner,Corp.Com.
200 shares -5/15/73 and 8/15/73
Baltimore Gas and.Electric co'-,8.75%
Cum.Pfd.
100 shares -7/2/73
American Brands,Inc.Como
400 shares -6/1/73 and 9/4/73
American Telephone and Telegraph
566 shares -'7/2/73 -
Di.vidends
Per First and Final Account filed
I
I
I
III
I
Duquesne Light Co.Com.
'700 shares -'7/2/73
Duquesne Light Co.,$8 .61~Cum.Pfd.
100 shares -7/2/73
301 00
216100
II
1
I
Exxon Corp.Com.
696 shares -6/11/73 661 20
First Dy~o Corp.Com.
106 shares-7/2/73 45 05
General Electric Co.Com.
300 shares-7/25/73 105 00
General Motors Corp.Com.
189 shares -6/11/73 226 80
International Paper Co.Com.
591 shares -6/15/73 221 63
I I
I I
CHAHLES G.HONEY
140 00
203 00I
TR-2-A REV,9-6~1
International Harvester Co.Com.
400 shares -7/16/73
Jersey Central Power and Light Co.,
Cum.Pfd.
100 shares -8/1/73
Joy Manufacturing Co.Com.
400 shares -7/30/73 ..
r~~~I~=---"=----r--=-
llW 00 I
I
I
Mobil Oil Corp.Com.
408 shares -6/11/73
National Steel Corp~Com.
300 share s -6/13/'73
285 601
187 1:)0 1JI
I
Public Service Electric and Gas Co.
9.62%Pfd.
100 shares -6/29/73
Pennsylvania Power a.nd Light Co.,8~40%
Pref.Pfd.
85 shares -7/2/73
Pennsylvania Power and Light Co.,9%
Pfd.
100 shares -7/2/73,
iI!I'
I
II
2l.J-O 50
..i'218 751
, I
346 861
110 00
195 00
I
178150
I I
225 1 001
I!
Pfd~Ph:i.J..B,(lelphif:~EJ.ec:L:clc Co.,
100 shares ..8/1/'73
Philadelphia Electric Co.Com.
8l~6 shares -6/28/7'3
Phillips Petroleum Co.Com.
300 shares -6/1/73 and 9/4/73
Phelps Dodge Corp.Com.
200 shares -6/8/73
I.I!
I'
I
'I
I
RoJ.Reynolds Industries,Inc.Com.
200 shares ,-6/5/73
Tenneco,Inc.Com.
100 shares -6/12/73
'T.R 0 Ttl.Inc •Com.L~84 srJ8.re s -6/15/71
United States Gypsum Co.Com.
200 shares -6/15/73
Westinghouse Electric Corp.Com.
512 shares -6/1/73 ,and 9/4/73
129 601
34 001
125 84
[,
I
I
I
II
I
I,IIIi
'I
Cffi\RLES G.RONEY
Interest Bonds
American Telephone and Telegraph Co.
8.75%Deb.Reg.
$1,600 -11/15/72 to 5/15/73
Allegheny County Peoples Bridge Sere 33D
-2.125%.
$1,000 -3/1/73 to 9/1/73
Bethel Park School Authority School
Building Rev.Ser~66,4.50%
$5,000 -2/1/73 to 8/1/73
Commonwealth of Pennsylvania Sere V.,
5.70r6
$10,000 -12/15/72 to 6/15/73
Erie City Improvement Sere 70,7%
$10,000 -1/15/'73 to 7/15/t3
Hempfield Union School District l\uthor'lt;>l
School Building Rev.Sere D,7~
$5,000 -1/1/73 to 7/1/73 .
Iackawana county General Obligation Ser.
66,4%$5~GO()-1/1/73 to 7/1/73
Lititz ATea School Authority School Rev.
.Sere 69,6.50%.
$10,000 -12/1/72 to 6/15/73
Lycoming County General Obligation Sere
69,5,,90%
$10,000 ~12/15/72 to 6/151'73
Montour Joint School A.uthority SchoQl
Building Rev.Sere 66,4.35%
$10)000 -12/11'72 to 6/1/73
Northampton County Area Com.College
Authority College Rev.Ser.69,
6.875%
$20,000 -12/15/72 to 6/15/73
Upper Perkiomen Joint School Authority
School Rev.Ser.66.4.20%
$5,000 -12/1/72 to 6/1/73
70 00
10 63
112 50 I II
I II
285 001 I
350 00
I
1'75 00 II
I I
II
II
10°1001 'i'I
I
I IIII3251001II
2951 001 I I
II
217 50
687 50 I
II
105 001
West Mifflin Bo:::,ou.gh School Authority
School.Buildi.ng Rev.Sere 66,3.65%
$5,000 -12/1/72 to 6/1/73 .
-17,·
9J.25 $2,824 381
I
R-2-A REV.9-62
I
II
!,I
I
CH.4.RLES G.RONEY
Interest -Mortgages
Ethel Lightner Baxter,6%
5/17/73 to 8/14/73
George A.Brock,et ux,6%
5/15/73 to 8/13/73
Ralph E.Canfield,et'ux,6%
6/6/73 to 8/8/73 .
Samuel 1>J'.Carson,et ux"6?6
6/8/"(3 to 8/29/73
--
Clarence E.Ewing?et ux,6%
5/31/73 to 7/27/73
Phillip E.Ewing,et UX._6%
5/31/73 to 8/27/73
Raymond E.Fonner,6%
5/14/73 to 8/9/73
Louis N.Matul10:;et ux,6%
5/25/73 to '(/25/"r3 .
Mary Miller,et con,6%
5/lJ.~/73 to 8/10/'73
Mary C.Ni11er,et con,6%
5/16/73 to 8/10/73 _
Victor C.Pryor,et u:.x:,6%
6/20/73 to 8/14/73
John Shuba,etux,6%
6/4/73 to 7/27/73 .
stanley J.Shuba,et ux,6%
5/18/73 to 8/10/73 .
James R.strope,et ux,6%
5/18/73 to 8/27/73
Interest -Notes
Ii -ITI
$14 17
34 78
112 65 I
I7632
11
35 37
67 58
23 90
I II
II
II 38 58 II .I'
II " I
I II
II
2441951 I I'
II6377III
I1659III
72 11 III
I2957I
II
78 10 $951 0111
II
Robert WQ and Nancy M.Kuhns
5/30/73 to 7/16/73
Richard and Mary C.Miller.
5/15/73 to 8/6/73
George H.and Marian McGary
6/8/73 to 7/31/73
Albert and Evelyn L.Whiteman
8/9/73
-18-
11 7L~
3"(551
I3248I
].0 00.1 III 77,
CHARLES G.RONEY
-
I I.-
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II
832 44,
89,660 86 !
1.I~
9,619 loll
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708 ,72 /
10,3271821==rll
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----"--_..----_.r----R-2-A REV_9-6
I.
Interest -Short Term Investments----------
General Motors Acceptance Corp.Demand
Note I
$69,000 -6/15/73 I $
$
DISBURSEMENTS I
Per First and Final Account filed <t>le
I
Pittsburgh National Bank -
Fee for preparation and filing of 1972
I Pennsylvani_a fiduciary income tax
return -paid 7/30/73·20 0°1-Executor rs compensation 688 72
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CHP.RLES G.RONEY
SCHEDULE C 1
PRINCIPAL -REALTY
Amount transferred to Principal-Personalty
f'or irl'v'e s tlnent~
Per First and Final Account filed
Per First and Final Account filed
1_20Qj2.9..
*788
10°1
,j 800i 001
1$1,5~;001l=~~=i
Ii
,I
I
II
800.00
!J.900 .00 'I
North Main
'tATashington
RECEIPTS
DISBURSElf..ENTS
Loss on sale of Assets
Proceeds sale property situate
st.South Strabane Townshi.p,
County,Pa ..
Cash
Carrying value
i,
I
221973
Aug.
-20-I·
DISBlJRSEMEI'rrS
180 001 I I
29 70 I .I
____2..:.,7r 5:::;:.')0_1 -:23~7:+-0_0 I
!I
1$··649 i
,I
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...
CHARLES G.RONEY
,TR.2.A REV.9.621
.SCHEDULE D---
INCOME -REALTY
RECEIPTS
I Per First and Final Account filed
Rents
I 150 Church st.,Washington County,Po..I June,1973
I Miscellaneous
Return premium liability insurance
cancelled 150 Church St.,-paid
7/27/73
I
I'II ::.:i::::::e:::1 Account filed
I 150 Church St.,Hashington County,Pa.
I Paul L.Yeager -
Repairs -paid 6/26/73
'II Washington County Real property tax
1973 -paid 7/6/73
Executor's compensation
-21-
II
I
I
II
II
I
'I
67·00
$
I
1,546 70 II
I,
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-
CHARLES G.RONEY
I
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30,500 00
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I=====:;=T=
'I I
INCOUE _.PERSONALTY
PRINCIPAL -PERSONALTY
Per First and Final Account filed
Per First and Final.Account filed
III
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nf Q!nmmnu
@rp4au!i~
Q!nurt 'l~U!i nf mun4iugtnu
Q!nurt ilinininu
Q!nuuty
J
TO THE AUDITING JUDGE:
6J-7/-1¥-9No.......:..._
Enter__7~_=..;=_____r_-------'appearancefor_.....~\oooC"""-=-----'---'----'...=!--=..=..:---'---------------
N.B.-Counsel shall,by separwte paper.present a concise statement of each
claim.with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate conCLse state-
ment in that regard.
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PETITION SUR AUDIT
\IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of ~.~~E.~.:.~C!.=~?~:X?__..__---------------.--
.....................?:.L~!.§l:..~h§l:~.·._.Q.~..~5?n_~y .
Deceased
No ~}:.n:::.?lj..9 _____._.
Fiduciary..J~~.~.~.1?_~~_gh ..~~~~~n_~~..~~n_~.
Executor
~~cl ~~cl
Decedent's death .J.l:lJ.Y.J?.L.~.?.?}Grant of Letters -,!.l!..~X.}~.J ~?U _ _..
This is the E;lx.s.t &.I.tJ1c~J account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term..__.__..
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed __.~<?_~~.__.._Record __._.
Name of surviving spouse _.~<?_~.~_..l?!__.~<?..~~_Y._ ____._.__..__..__.._ ___.__:_____.
List issue,where material:
Did decedent marry after execution of will?(indicate)!fief.,.(\lo.)Any children born after execution of will?(indicate)
Yf/:/(No.)f answer yes,name them _.__________.._...
Leg.atees
Pittsburg~National Bank
Rosa D.Roney
John Edwin Roney
Dorotpy R.Curtis
David Dunlap Roney
Relationship
None
Wife
Son
Daughter
Son
Interest Fiduciary,if deceased or .not sui juris
Entire Residue Trustee under Wil of CharlesG.Roney for Rosa D.Roney
Life Estate
Remainderman
Remainderman
Remainderman
List,if exc~pt1ons to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule'No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?(Yes.)1)(16.
If any exception give cause:Nl?..~~c::.~P.!:J~nL .
File copy of Notice
and date of mailing :.
Is estate subject to the filing of a Federal Estate Tax Return?X~§.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.5Q.,.Q.Q.Q.!.Q.Q .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
....................g.5?~~..p..~..B-g!).5~Y.:-.:--"!.~.f};~~.~~.???.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
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
Balance for distribution per account,
Itemize any additional debits not shown by account:
(See Supplemental Account Attached)
Total additional debits (Add)
Itemize any additional credits not shown by account:
(See Supplement~l Account Attached)
Total additional credits (Subtract)
Balance for distribution
Principal-Personalty
Income-Personalty
Principal-Realty
Income-Realty
$.
$.Less Notary Fee
766,713.47
68,563.15
7,000.00
1,134.00
$..~~~.l~J.Q.~.q.?.
830,623.83
.75
$~dQ §gJ Q§.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
(See Supplemental Account Attached)
"
L __
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l\•1
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"
CHARLES G.RONEY
ITR _2 _A REV.9-6
,
EXHIBIT NO.1
PRINCIPAL -PERSONALTY
Per Paragraph Second of Will:
To:Rosa D.Roney -
1964 Buick sed~n -delivered 10/7/71 $500 00
Per Paragraph Third of Will:
To:John Edwin Roney -
I Specific bequest -paid 11/5/71 10,000 00
I I
I To:Dorothy R.Curtis -ISpecific~equest -11/5/71 10,000 00
To:David Dunlap Roney -~Specific bequest -11/5/71 10.000 00 30,500 00
i
II
I INCOME -PERSONALTY
II Rosa D.Roney -
to 5/10/'73 I~,Cash -2/8/72 )+1,000 00
,
ERS :rw -31~-
I Ii
r------.---~---
&
r.
If Family Exemption claimed by Petition,give place of Record:.
If F '1 E ..I'd d"I'h'db'f CI'.Rosa D Roney'wife--ami y xemptlon IS c alme at au It,give name,re atlons Ip an aSls or OIm ...............•............~.
shared domicile with deceased and received support from him.
List any advancement or distribution on account that has been made,and nature and amount of same:
(See Exhibit No.1 of First and Final Account Attached Hereto)
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
(See Schedule "A")
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~.<?E.t:l:doth depose and say
that the facts set forth in the foregoing petition are true
to the best of his knowledge and belief.
........~~~~~yto and subscribed before
me this.l2;t1ldday of ,....',("/.11......••..•.1913....
Signatur'e of Offrc~t __-.....:.
T',I f f"\~f'\UJ"'R.T.NOIA~~lIb\\~It e.0 '-",Icer.····totS-,STEun...••..........•.Cti.-Q•...........••••.h'Was~ln on .,lint(AmYl I Towns ,p.:lilt 20.1'~77
Off' " ..mi55ion expires AlIg .Ice ~,)(PI res:.•.•..H'f;!tl.•••••••••••••~•••••••••.••••••••••.••••••••••••
And your petitioner will ever pray,etc.
...~.~.~.t1?1?.':lx.&h ..N?.t.~~m?.L ..~?.tlk .
··~y.·:··~~tl..~.
."".
•.....No....__~J.-:71-749_- -_--_..--_..---__.
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RUSSELL MARINO
REGISTER OF WILLS
WASHINGTON CO .•PA.
F I LE 01
'74 JAN 7 PH 3 /5
Executor
Fiduciary...:r.~t..t&lmI.gh..N~~~.Qg~J __~_~g}s......__
Estate of _...Qb_gxJ_~.~G.:_..l\9.~~.Y..,_ .
.aJ.kJ.a..Qha§.....fZ.....~.QD.~Y__.........__..
Deceased
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Wi II.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
_._.._..__..~~~!:~~~..~_•.__~_~~~~.~.~..~.f;l.q~!.-.J?~....e.
Attorney
~2
J
~n t4t arnurt nf arnmmnn 'Itus nf IItts4ingtnn arnuuly.
'tnnsylttttnitt.(Orp4ttns·arnurt iittisinn
ESTATE OF
Charles G.Honey,a/k/a
Chas.G.Honey,
Deceased.
No.63-71-749
In the matter of the First and Final
Account of Pittsburgh National Bank
Executor
ADJUDICATION AND DECREE
And now January !;'if ,19-.11.-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
th.~repf pf th~balance for distribution in the hands of the Accountant is determined to be
$($44,457.'(9 .and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with -the
schedule of disribution hereto attached and mode part hereof,unless exceptions hereto be filed
sec.reg..or on oppeol be token herefrom sec.leg._~~/
~
SCHEDULE OF DISTRIBUTION
Balance _
Deduct Clerk's Costs &Receipt,,--s _
Attorney Sherman H.Siegel
Balance per account and Supplements thereto
Hussell Marino,Agent,Balance of
Transfer Inheritance Tax.
Interest 4/12/72 to 1/12/74
PRINCIPAL -PERSONALTY
Hosa D.Honey,per paragraph Second of
Will,1964 Buick Sedan awarded in kind
at appraised value.Accountant to take
credit for advanced distribution.
John Edwin Honey,specific bequest,per
paragraph Third of Will.Accountant to
take credit for advanced payment.
Dorothy H.Curtis,specific bequest,per
paragraph Third of Will.Accountant to
take credit for advanced payment.
David Dunlap Honey,specific bequest,per
paragraph Third of Will.Accountant to
take credit for advanced payment.
Pittsburgh National Bank,Trustee per
paragraph Sixth 1A of Will for Hosa D.
Honey,the following assets awarded in
kind at the carrying values set forth below
to fund the marital trust~
1,194.87
125.46
$844,457.79
$844,457.79
450.5)844,007.29
'Iffd(;J~O,3j
:~/¢,,/tf1
¥2'i£~
1,320.3 B 842,686.96
tb'V'f.7 -·7IfPAitPJt1f~1:~~.
~~~/~".
500.aD 842,186.96 ~t'(
10,000.0)832,186.96
10,000.0)822,186.96
10,000.0)812,186.96
23,619.5~388,567.43
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,Bon<!ls
$1,000 Allegheny Co.Peoples Bridge
Series 33D,2.125%due 3/1/76 915.00
$5,000 Bethel Park Borough Tax Free
Series 1966,Allegheny Co.,4.50%due
11/1/84 4,650.00
$5,000 Bethel Park School Auth.
School Building Hev.,Series 66,
4.50%due 8/1/89 4,475.00
$10,000 Catasaaua Hanover Union
School Dist.Auth.School Hev.,
Series 70,6.50%due 3/15/79 10,500.00
$1,000 Corry Area School Auth.School
Bldg.Hev.,Series 63,3.55%due 5/1/79 880.00
$10,000 Erie City Improvement,Series
70,7%due 7/15/84 10,800.00
$1,000 Greenville Municipal Auth.,
Water Hev.,Series 52,2.50%due 4/1/82 745.00
$2,000 Greenville Municipal Auth.,
Water Hev.,Series 52,2.50%due 4/1/88 1,280.00
$5,000 Hempfield Union School Dist.,
Auth.,School Bldg.Hev.,Series D,
7%due 7/1/90 5,450.00
$5,000 Lackawanna County General ObI.
Series 66,4%due 7/1/82 4,475.00
$10,000 Lititz Area School Auth.,
School Hev.,Series 69,6.50%due 6/15/89 10,250.00
$10,000 Lycoming Co.General ObI.
Bldg.,Series 69,5.90%due 6/15/84 10,300.00
$10,000 Montour Joint School Auth.,
School Bldg.Hev.,Series 66,4.35%
due 12/1/84 8,900.00
$5,000 Moon School Union School Dist.
Auth.,School Bldg.Hev.,Series 63
due 11/1/79 4,325.00
$2 0,000 Northampton County Area Comm.
Call.Auth.,College Hev.,Series 69,
6.875%due 12/15/86 21,700.00
$10,000 Commonwealth of Pennsylvania
Series V,5.70%due 6/15/88 10,250.00
$5,000 Hoss West View School Auth.,
School Bldg.Hev.,Series 69,5.90%
due 4/1/86 5,150.00
$10,000 Suburban Erie Bldg.Auth.,
School Bldg.Hev.,Series 70 A,
6.60%due 11/1/81 10,350.00
2
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$5,000 Upper Perkiomen Joint School
Auth.,School Hev.,Series 66,4.20%
due 12/1/2001
$10,000 Waynesboro Area School Dist.
Auth.,School Hev.,Series 69,
6.30%due 5/1/88
$5,000 West Mifflin Borough School
Auth.,School Bldg.Hev.,Series 66,
3.65%due 12/1/83
$1,600 American Telephone &Tele-
graph Co.,Deb.Heg.,8.75%due
5/15/2000
Stocks
100 shares Baltimore Gas &Electric
Co.,8.75 Cum.Pfd.
150 shares Crane Co.,3.75 Cum.Pfd.
100 shares Duquesne Light Co.,
8.64 Cum.Pfd.
100 shares Jersey Central Power &
Light Co.,8.12 Cum.Pfd.
85 shares Pennsylvania Power &Light
Co.,8.40 Pfd.
100 shares Pennsylvania Power &
Light Co.,9 Pfd.
100 shares Philadelphia Electric
Co.,8.75 Pfd.
100 shares Public Service Electric
&Gas Co.,9.62 Pfd.
297 shares Columbia Gas System
Inc.,Common
200 shares Consolidated Natural
Gas Co.,Common
700 shares Duquesne Light Co.,
Common
300 shares National Steel Corp.,
Common
846 shares Philadelphia Electric
Co.,Common
200 shares H.J.Heynolds Industries
Inc.,Common
100 shares Tenneco Inc.,Common
200 shares United States Gypsum
Co.,Common
3
3,950.00
10,500.00
4,125.00
1,720.00
11,050.00
6,150.00
10,900.00
9,700.00
8,755.00
10,900.00
10,950.00
11,750.00
8,167.50
4,925.00
14,700.00
9,900.00
16,497.00
8,500.00
2,450.00
4,025.00
"SCY==;P_
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Mortgages
James H.Strope,et ux,6%
Halph E.Canfield,et ux,6%
Phillip E.Ewing,et ux,6%
Clarence E.Ewing,et ux,6%
Samuel W.Carson,et ux,6%
Ethel Lightner Baxter,6%
Stanly J.Shuba,et ux,6%
Haymond E.Fonner,6%
Louis M.Matullo,et ux,6%
John Shuba,et ux,6%
Mary Miller,et con,6%
Mary C.Miller,et con,6%
Victor C.Pryor,et ux,6%
George A.Brock,et ux,6%
Miscellaneous
Court Agreement to revive James A.
and Shirley E.Bauer of $2,900 Judgment
Note having a balance of $948.95
Agreement to revive William Wayne and
Nellie Jackson $2,812 Judgment Note
having a balance of $1,439.71
Praecipe for Writ of Hevival for
Albert and Evelyn L.Whiteman
$1,082 Judgment Note having a
balance of $593.29
Court Agreement to revive Hobert W.and
Nancy M.Kuhns $2,165.70 Judgment
Note having a balance of $1,980.67
Kenneth E.,Lois J.,Wray C.and
Louise A.Mounts $1,200 installment
Judgment Note dated 3/21/68 with interest
@ 6%having a balance of $161.14
Hichard and Mary C.Miller $3,000
Note dated 8/5/66 having a balance
of $2,040.25
Halph and Viola Anderson $870.79 Note
dated 11 /16/64 with interest @ 6%having
a balance of $677.24
4
2,976.09
7,143.66
3,056.26
1,971.03
3,312.54
644.52
1,297.22
1,005.68
2,399.64
3,279.77
11,643.10
2,824.80
3,640.37
1,564.86
811.73
1,003.83
458.67
980.17
90.42
1,835.13
595.21
'P"''''''''',.
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-
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George H.and Marian McGary $1,518.07
Note dated 1/19/62 with interest @ 6 %
having a balance of $1,579.33 1,233.21
Judgment in default against Joseph
Blazic and Mary Blazic 1.00
Cash 74,841.12
INCOME -PERSONALTY
3%on $423,619.53 from 7/12/71 to 11/23/73
paid to Rosa D.Roney 2/8/72 to 5/10/73
Pittsburgh National Bank,Trustee per
paragraph Sixth 1B of Will for Rosa D.
Roney,John Edwin Roney,Dorothy R.
Curtis and David Dunlap Roney -
Residuary Trust.the following assets
awarded,in kind at the carrying values
set forth below:
Stocks
30,222.07 358,345.36
300,019.71 58,325.65
400 shares American Brands Inc.,
Comnnn
566 shares American Telephone &
Telegraph Co.,Capital
200 shares Borg-Warner Corp.,
Common
104 shares Continental Can Co.,Inc.
Common
696 shares Exxon Corp.,Common
106 shares First Dyna Corp.,Common
300 shares General Electric Co.,
Common
189 shares General Motors Corp.,
Common
400 shares International Harvester
Co.,Common
591 shares International Paper Co.,
Common
400 shares Joy Manufacturing Co.,
Common
408 shares Mobil Oil Corp.,Common
200 shares Phelps Dodge Corp.,
Common
484 shares TRW Inc.,Common
300 shares Phillips Petroleum Co.,
Common
5
14,300.00
27,097.25
4,275.00
2,457.00
65,685.00
3,816.00
19,687.50
10,418.63
10,300.00
26,890.50
18,900.00
21,318.00
8,525.00
10,890.00
20,025.00
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512 shares of Westinghouse Electric
Corp.,Common
Cash
INCOME -PEHSONALTY
Hosa D.Honey,Cash paid 2/8/72 to
5/10/73
Balance cash due Hesiduary Trust
6
16,256.00
19,178.83
10,777.93
47,547.72 58,325.6
No balance
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~_._------------~~---
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-_._---------------,·-
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-62
PROPOSED SCHEDULE OF DISTRIBUTION
--~--
PRINCIPAL -PERSONALTY
Per Paragraph Second of Will
TO:Rosa D.Roney
1964 Buick sedan delivered 10/7/71
Per Paragraph Third of Will
TO:John Edwin Roney
Specific bequest -11/5/71 $10,000 00
I TO:Dorothy R.Curtis -ISpecificbequest-11/5/71 10,000 00
TO:David Dunlap Roney --~.--_.00'Specific bequest -11/5/71 10,000 00 (30,000 --TO:.Pittsburgh National Bank,Trustee
under Paragraph Sixth lA of Will of
Charles G.Roney for Rosa D.Roney,
No.34249-0
4,475 00
Assets required to fund the marital
I
trust $423,619.53
~9'11 n !I-----
Bonds
CI II I r).
$1,000 Allegheny Co.Peoples Bridge
Series 33D,2.125%due 3/1/76 {-$~'915 00
$5,000 Bethel Park Borough Tax Free
Series 1966,Allegheny Co.,4.50%
due 11/1/84 E -4,650 00
$5,000 Bethel Park School Auth.
School Building Rev.,Series 66,
4.50%due 8/1/89
$10,000 Catasaqua Hanover Union
School Dist.Auth.School Rev.
Series 70,6.50%due 3/15/79
$1,000 Corry Area School Auth.Schoo
Bldg.Rev.,Series 63,3.55%
due 5/1/79
$10,000 Erie City Improvement,
Series 70,7%due 7/15/84
$1,000 Greenville Municipal Auth.
Water Rev.,Series 52,2.50%
due 4/1/82
$2,000 Greenville Municipal Auth.,
Water Rev.,Series 52,2.50%
due 4/1/88
10,500 00
!880 00
10,800 00
745 00
1,280 00
TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
$5,000 Hempfield Union School Dist.
Auth.,School Bldg.Rev.,Series
D,7%due 7/1/90 $5,450 00
$5,000 Lackawanna County General ObI
Series 66,4%due 7/1/82
$10,000 Lititz Area School Auth.,
School Rev.,Series 69,6.50%
due 6/15/89
$10,000 Lycoming Co.General ObI.
Bldg.,Series 69,5.90%due 6/15/8
$10,000 Montour Joint School Auth.
School Bldg.Rev.,Series 66,
4.35%due 12/1/84
$5,000 Moon ~chool Union School Dist
Auth.,School Bldg.Rev.,Series
63 due 11/1/79
$20,000 Northampton County Area Comm
ColI.Auth.,College Rev.,
Series 69,6.875%due 12/15/86
$10,000 Commonwealth of Pennsylvania
Series V,5.70%due 6/15/88
$5,000 Ross West View School Auth.
School Bldg.Rev.,Series 69,
5.90%due 4/1/86
$10,000 Suburban Erie Bldg.Auth.
School Bldg.Rev.,Series 70 A,
6.60%due 11/1/81
$5,000 Upper Perkiomen Joint School
Auth.,School~ev.,Series 66,
4.20%due 12/1/2001
$10,000 Waynesboro Area School Dist.
Auth.,School Rev.,Series 69,
6.30%due 5/1/88
$5,000 West Mifflin Borough School
Auth.,School Bldg.Rev.,
Series 66,3.65%due 12/1/83
$1,600 American Telephone &Tele-
graph Co.,Deb.Reg.,8.75%
due 5/15/2000
4,475 00
10,250 00
10,300 00
8,900 00
4,325 00
21,700 00
10,250 00
5,150 00
10,350 00
3,950 00
10,500 00 .
4,125 00 I
1,720 00
~
-,.
•••~
i .'
..
i CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV,9-621
Stocks
100 shares Baltimore Gas &Electric
CO.,8.75 Cum.Pfd.$11,050 00
150 shares Crane Co.,3.75%Cum.Pfd 6,150 00
100 shares Duquesne Light Co.,
8.64 Cum.Pfd.10,900 00 -
100 shares Jersey Central Power &Light Co.,8.12%Cum.Pfd.9,700 00
85 shares Pennsylvania Power &Light
I
Co.,8.40%Pfd.8,755 00 _
I100sharesPennsylvaniaPower&
Light Co.,9%Pfd.10,900 00
100 shares Philadelphia Electric
Co.,8.75%Pfd.10,950 00
100 shares Public Service Electric
&Gas Co.,9.62%Pfd.11,750 00
297 shares Columbia Gas System
Inc.,Common 8,167 50
i 200 shares Consolidated Natural
Gas Co.,Common 4,925 00
700 shares Duquesne Light Co.,
Common 14,700 00
300 shares National Steel Corp.,
Common 9,900 00
846 shares Philadelphia Electric
Co.,Common 16,497 00
200 shares R.J.Reynolds Industries
Inc.,Common 8,500 00
100 shares Tenneco Inc.,Common 2,450 00
200 shares United States Gypsum
Co.,Common 4,025 00 .r:s
Mortgages
James R.Strope,et ux,6%2,976 09
Ralph E.Canfield,et 6%7,143 66 ,ux,
Phillip E.Ewing,et 6%3,056 26 :ux,
Clarence E.Ewing,et ux,6%1,971 03
!
-3 -
)
L ",_
TR-2-A REV.9-6~
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Samuel W.Carson,et ux,6%
Ethel Lightner Baxter,6%
Stanley J.Shuba,et ux,6%
Raymond E.Fonner,6%
Louis M.Matu110,et ux,6%
John Shuba,et ux,6%
Mary Miller,et con,6%
Mary C.Mi11er,et con,6%
Victor C.Pryor,et ux,6%
George A.B~ock,et ux,6%
Miscellaneous
Court Agreement to revive James A.
and Shirley E.Bauer of $2,900
Judgment Note having a~ba1ance
of $948.95
Agreement to revive William Wayne an
Nellie Jackson $2,812 Judgment
Note having a balance of $1,439.71
Praecipe for Wri ~of Revival for
Albert and Evelyn L.Whiteman
$1,082 Judgment Note having a
balance of $593.29
Court Agreement to revive Robert W.
and Nancy M.Kuhns $2,165.70
Judgment Note having a balance
of $1,980.67
Kenneth E.,Lois J.,Wray C.and
Louise A.Mounts $1,200 install-
ment Judgment Note dated 3/21/68
with interest @ 6%having a ba1anc
of $161.14
Richard and Mary C.Miller $3,000
Note dated 8/5/66 having a balance
of $2,040.25
Ralph and Viola Anderson $870.79 Not
dated 11/16/64 with interest
@ 6%havi ngaba1anceof $677. 24
$3,312 54
644 52
1,297 22
1,005 68
2,399 64
3,279 77
11,643 10
2,824 80
3,640 37
1,564 86
811 73
1,003 83 ,
458 67
980 17
90 42 .
1,835 13
595 21
George H.and Marian McGary $1,518.0
Note dated 1/19/62 with interest
at 6%having a balance of $1,579.3 1,233 21
Judgment in default against Joseph
B1azic and Mary B1azic 1 00
$348,778 41
-4 -
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-6 I
Cash 74,841 12
423,619 53 )
----/
INCOME -PERSONALTY
3%on $423,619.53 from 7/12/71 to 11/23/7
paid to Rosa D.Roney 2/8/72 to 5/10/7
TO:Pittsburgh National Bank,Trustee
~~<Glnd~Paragraph Sixth lB of Will of
Charles G.Roney for Rosa D.Roney,
John Edwin Roney,Dorothy R.Curtis
I
and David Dunlap Roney,Residuary TrusC]~-.-.34 2-f8 ~0
__3_0..<...,2_2_2--+-0_7 $(453,841 ~l
-Stocks
400 shares American Brands Inc.,
Common f'$~14,300 00
566 shares American Telephone &
Telegraph Co.,Capital
200 shares Borg-Warner Corp.,Common
104 shares Continental Can Co.,Inc.
Common
696 shares Exxon Corp.,Common
106 shares'Firs t Dyna Corp.,Common
300 shares General Electric Co.,
Common
189 shares General Motors Corp.,
Common
400 shares International Harvester
Co.,Common
591 shares International Paper Co.,
Common
400 shares Joy Manufacturing Co.,
Common
408 shares Mobil Oil Corp.,Common
200 shares Phelps Dodge Corp.,
Common
300 shares Phillips Petroleum Co.,
Common
- 5 -
27,097 25
4,275 00
2,457 00
65,685 00
3,816 00
19,687 50
10,418 63
10,300 00
26,890 50
18,900 00
21,318 00
8,525 00
20,025 00
;;gALl --.
."
•,.}.
,..
,)-
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV,9-621
II
484 shares T R W Inc.,Common $10,890 00
512 shares Westinghouse Electric
Corp.,Common 16,256 00
$Ez~so-,-s 4-0-~·S8-
,q,/JJ/i..lf3"
Cash (20,949 .60)-I~
$3-0-1-7'9 b·-54·,--.,
.300J 61 cf '11
INCOME -PERSONALTY
""'"---'-_.-
I
TO:Rosa D.Roney I
Cash paid 2/S/72 to II5/10/73 $10,777.93 No 6,,1~~.~
Balance cash due
$060,116 ~Residuary Trust 47,547.72 5S,325 65 19 I
'==""'!$844,457 79 \
\I
!----
I
ES:mes -6 -
,.,...
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"\
TR-973 (10-74)NS
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF A~LEGHENY SS "
GARY C.GOODLIN,ASSISTANT VICE PRESIDENT,.of Pittsburgh
J
National Bank,the within named accountant,'being duly sworn according to law,deposes and says
that the foregoing account a s stated·is true and correct a s he.verily believes.
Sworn ~nd subscribe?be!pre t~c)
this ll-l~day of (t./J-y I /.'77~
C I))J ./ )/LI I ) ('ti \1r..2 L-t-v\(l.-14l/)),I
NOlpry Public
GEORSIAIPOURNARAS,NOTARY PUBLIC
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES MAR,S,.1983
Member,Pennsylvania Association of Nc.laries
WASHINGTON'COUNTY:SS
;11/;'.
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TR·2 REV,il-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF CHARLES G.RONEY,DECEASED
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NATIONAL BANK
TRUST.EE UNDER WILL FOR ROSA D.RONEY,NOW DECEASED -MARITAL
#34249-0
PITTSBURGH,PA.MARCH 14,1979
SUM M A R Y
SCHEDULE A
PRINCIPAL-PERSONALTY
Receipts Page 5-14 427,882 03
Disbursements Page 15-:-16 18,113 41 -
Balance 409,768 62
SCHEDULE B
INCOME-PERSONALTY
Receipts Page 17-20 7,282 89
Disbursements Page 21 608 48
Balance 6,674 41
NET BALANCE 416,443 03
III!i
I
i
TF~-2-A R!;:V.~-6<
CHARLES G.RONEY
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL-PERSONALTY
Bonds
American Telephone &Telgraph Co.,Deb.
8.750%
$800 due 5/15/2000
Bethel Park,PA,4.50%
$5,000 due 11/1/84
Bethel Park,PA Sch.Auth.Sch.Bldg.
Rev.4.50%
$5,000 due 8/1/89
Corry,PA Area Schs.Auth.Sch.Bldg.
Rev.3.550%
$1,000 due 5/1/79
Erie,PA Ser.70,7.00%
$10,000 due 7/15/84
Greenville PA Mun.Auth.Wtr.Rev.2.50%
$1,000 due 4/1/82
Greenville PA Mun.Auth.Wtr ..Rev.2.50%
$2,000 due 4/1/88
Hempfield Un.Sch.Dist.Auth.Sch.
Bldg.Rev.Westmoreland County,Ser.70
7.00%
$5,000 due 7/1/90
Lackawanna County,PA 4.00%
$5,000 due 7/1/82
Lycoming County,PA 6/15/69,5.90%
$10,000 due 6/15/84
Montour PA Jt.Sch.Auth.Sch.Rev.
Ser.6 6,4.350%
$10,000 due 12/1/84
Moon Sch.Un.Sch.Dist.Auth.PA
Sch.Bldg.Rev.Ser.63 3.40%
$5,000 due 11/1/79
Northampton County PA Area Community
College Auth.Rev.Ser.69,6.875%
$20,000 due 12/15/86
Pennsylvania Commonwealth Ser.V,5.70%
$10,000 due 6/15/88
Ross-West View Sch.Auth.PA Sch.Bldg.
Rev.Ser.69,5.90%
$5,000 due 4/1/86
-2-
860 00
4,650 00
4,475 00
880 00
10,800 00
745 00
1,280 00
5,450 00
4,475 00
10,300 00
8,900 00
4,325 00
21,700 00
10,250 00
5,150 00
CHARLES G.RONEY'
Upper Perkiomen PA Jt.Sch.Auth.Sch.
Rev.66 ,4.20%
$5,000 due 12/1/2001
Waynesboro PA Area Sch.Dist.Auth.
Sch.Rev.Ser.69,6.30%
$10,000 due 5/1/88
West Mifflin Bora PA Sch.Auth.Sch.
Bldg.Rev.66,3.650%
$5,000 due 12/1/83
Cornman Funds
Cornman Fund Tax Exempt Investmentsr,of
Pittsburgh National Bank
15,857 units
Stocks
American Horne Products Corp.
150 shares,Corn.
Avon Products Inc.
100 shares,Corn.
Beatrice Foods Co.
250 shares,Corn.
Burlington Northern Inc.
125 shares,Corn.
Columbia Gas System Inc.
297 shares,Corn.
Consolidated Natural Gas Co.
200 shares,Corn.
International Business Machines Corp.
40 shares,Corn.
International Paper Co.
100 shares,Corn.
Merck &Co.,Inc.
100 shares,Corn.
Polaroid Corp.
100 shares,Corn.
Pullman Inc.
100 shares,Corn.
Raytheon Co.
200 shares,Corn.
R.J .',Reynolds Industries Inc.
200 shares,Corn.
Schlumberger,Ltd.
150 shares,Corn.
Texas Instruments Inc.
50 shares,Corn.
-3-
3,950 00
10,500 00
4,125 00
5,314 75
4,725 50
6,778 75
5,664 38
8,167 50
4,925 00
11,180 00
6,917 00
7,279 50
4,048 50
3,885 00
6,379 50
8,500 00
9,417 00
5,969 75
112,815 00
113,989
99,152 13
TR-2-t;REV.~·p2
CHARLES G.RONEY
Short Term Investments
Short Term Investment Fund Personal
of Pittsburgh National Bank
Mortgages
Ralph E.Canfield,et ux,Mtge.0245,6%
Notes
Agreement to revive William,Wayne &
Nellie Jackson
$2,812 Judgment Note having a balance
of $1,439.71
Kenneth E,Lois J,Wray C.and Louise
A.Mounts
$1,200 Installment Judgment Note
dated 3/21/68 at 6%,having
a balance of $161.14
Richard &Mary C.Miller
$3,000 Note dated 8/5/66
Ralph &Viola Anderson
$870.79 Note dated 11/16/64 interest
at 6%
George H.&Marian McGary
$1,518.07 Note dated 1/19/62 interest
at 6%
Miscellaneous
Judgment in default ag~in~t Joseph
Blazic and Mary Blazic
Cash
INCOME-PERSONALTY
N~t income accrued to 2/23/79,date of
death of Rosa D.Roney
Net income since 2/23/79,date of death
of Rose D.Roney
NOTE:The above balance is subj~ct to
Attorney's fee in the amount of
$1,500.00 payable to Sherman
H.Siegel and Trustee's Compensation
in the amount of $2,500.00 payable
to Pittsburgh National Bank which
will be charged and shown paid
in a Supplement to this Account.
-4-
929 00
90 42
N/V
547 21
221 24
6,591 31
83 10
80,000 00
1,557 21
1,787 87
1 00
409,302 69
465 93
409,768 62
6,674 41
416,443 03
TR.2-t,REV.9-92
CHARLES G.RONEY
SCHEDULE A
PRINCIPAL-PERSONALTY
RECEIPTS
Pittsburgh.National Bank,Executor of the
Estate of Charles G.Roney ~/k/a
Chas G.Roney,deceased #80839-7
Assets awarded per Decree dated 1/4/74
Bonds
$1,000 Allegheny Co.,Peoples Bridge
Ser.33D,2.125%due 3/1/76
$5,000 Bethel Park Borough Tax Free
Series 1966,Allegheny Co.,4.50%
due 11/1/84
$5,000 Bethel Park School Auth.
School Building Rev,Ser.66,4.50%
due 8/1/89
$10,000 Catasaqua Hanover Union
School Dist.Auth.Sch.Rev.
Ser.70,6.50%due 3/15/79
$1,000 Corry Area School Auth.School
Bldg.Rev.,Ser.63,3.55%
due 5/1/79
$10,000 Erie City Improvement
Ser,70,7%due 7/15/84
$1,000 Greenville Mun.Auth.Water
Rev.Ser.52,2.50%due 4/1/82
$2,000 Greenville Mun.Auth.Water
Rev.Ser.52;2.50%
due 4/1/88
$5,000 Hempfield Union Sch.Dist.
Auth.Sch.Bldg.Rev.Ser.D,
7%due 7/1/90
$5,000 Lackawanna County Genl.ObI.
Ser.66,4%due 7/1/82
$10,000 Lititz Area Sch.Auth.Sch.
Rev.Ser.69,6.50%due 6/15/89
$10,000 Lycoming Co.,Genl.ObI.Bldg.
Ser.69,5.90%due 6/15/84
$10,000 Montour Joint Sch.Auth.Sch.
Bldg.Rev.Ser.66,4.35%due 12/1/84
$5,000 Moon Sch.Union Sch.Dist.
Auth.Sch.Bldg.Rev.Series 63,
due 11/1/79
-5-
915 00
4,650 00
4,475 00
10,500 00
880 00
10,800 00
745 00
1,280 00
5,450 00
4,475 00
10,250 00
10,300 00
8,900 00
4,325 00
CHARLES G.RONEY
$20,000 Northampton County Area,Comm.
ColI.Auth.College Rev.Ser.69,
6.875%due 12/15/86
$10,000 Commonwealth of Pennsylvania
Ser.V,5.70%due 6/15/88
$5,000 Ross West View Sch.Auth.
Sch.Bldg.Rev.Ser.69,5.90%
due 4/1/86
$10,000 Surburban Erie Bldg.Auth.
Sch.Bldg.Rev.Ser.70A,6.60%
due 11/1/81
$5,000 Upper Perkiomen Joint Sch.
Auth.Sch.Rev.Ser.66,4.20%
due 12/1/2001
$10,000 Waynesboro Area Sch.Dist.
Auth.Sch.Rev.Ser.69,6.30%
due 5/1/88
$5,000 West Mifflin Borough Sch.Auth.
Sch.Bldg.Rev.,Ser.66,3.65%
.due 12/1/83
$1,600 American Telephone &Telegraph
Co.,Deb.Reg.8.75%due 5/15/2000
Stocks
100 shares Baltimore Gas &Electric
Co.,8.75 Cum.Pfd.
150 shares Crane Co.,3.75%Cum.Pfd.
100 shares Duquesne Light Co.,8.64 Cum
Pfd.
100 shares Jersey Central Power &
Light Co.,8.12%Cum.Pfd.
85 shares Pennsylvania Power &Light
Co.,8.40%Pfd.
100 shares Pennsylvania Power &
Light Co.,9%Pfd.
100 shares Philadelphia Electric Co.,
8.75%Pfd.
100 shares Public Service Electric
&Gas Co.,9.62%Pfd.
297 shares Columbia Gas System
Inc.,Com.
200 shares Consolidated Natural Gas
Co.,Com.
-6-
21,700 00
10,250 00
5,150 00
10,350 00
3,950 00
10,500 00
4,125 00
1,720 00
11,050 00
6,150 00
10,900 00
9,700 00
8,755 00
10,900 00\
10,950 00
11,750 00
8,167 50
4,925 00
"fR.Z-A REV.9·6Z
CHARLES G.RONEY
700 shares Duquesne Light Co.,Com.
300 shares National Steel Corp.,Com.
846 shares Philadelphia Electric
CO.,Com.
200 shares R.J.Reynolds Industries
Inc.Com.
100 shares Tenneco Inc.,Com.
200 shares United States Gypsum Co.,
Com.
Mortgages
James T.Strope,et ux,6%
Ralph E.Canfield,et ux,6%
Phillip E.Ewing,et ux,6%
Clarence E.Ewing,et ux,6%
Samuel W.Carson,et ux,6%
Ethel Lightner Baxter,6%
Stanley J.Shuba,et ux,6%
Raymond E.Fonner,6%
Louis M.Matullo,et ux,6%
John Shuba,et ux,6%
Mary Miller,et can,6%
Mary C.Miller,et can,6%
Victor C.Pryor,et ux,6%
George A.Brock,et ux,6%
Miscellaneous
Court Agreement to revive James A.
and Shirley E.Bauer of $2,900.00
Judgment Note having a balance of
$948.95
Agreement to revive William Wayne and
Nellie Jackson $2,812.00 Judgment
Note having a balance of $1,439.71
Praecipe for Writ-of Revival for
Albert and Evelyn L.Whiteman
$1,082.00 Judgment Note having a
balance of $593.29
-7-
~14,700 IJ
9,900 00
16,497 00
8,500 00
2,450 00
4,025 00
2,976 09
7,143 66
3,056 26
1,971 03
3,312 54
644 52
1,297 22
1,005 68
2,399 64
3,279 77
11,643 10
2,824 80
3,640 37
1,564 86
811 73
1,003 83
458 67
TR.2·A REOV.9-6
1974
Jan.22
1975
Apr.28III
1976
Aug.19
Aug.19
Aug.19
Aug.19
Aug.19
Aug.19
Aug.19
CHARLES G.RONEY
Court Agreement to_revive Robert w.
and Nancy M.Kuhns $2,165.70
Judgment Note having a balance
of $1,980.67
Kenneth E.,Lois J.,Wray C.and
Louise A.Mounts $1,200.00 install-
ment Judgment Note dated 3/21/68
with interest @6%having a balance
of $161.14
Richard and Mary C.Miller $3,000.00
Note dated 8/5/66 having a balance
of $2,040.25
Ralph and Viola Anderson $870.79 Note
dated 11/16/64 with interest @6%
having a balance of $677.24
George H.and Marian McGary $1,518.07
Note dated 1/19/62 with interest
@6%having a balance of $1,579.33
Judgment in default against Joseph
Blazic and Mary Blazic
Cash
Assets Purchased
$80,000 bonds Federal Land Banks,6.40%
due 7/20/78 78,360.00
$25,000 United States Treasury
Bills due 4/6/76 23,515.00
150 shares American Home Products
Corp.,Com.5,314.75
100 shares Avon.~Products Inc.,
Com.4,725.50
250 shares Beatrice Food Co.,
Com.6,778.75
125 shares Burlington Northern
Inc.,Com.5,664.38
100 shares International Paper
Co.,Com.6,917.00
100 shares Merck &Co.,Inc.,
Com.7,279.50
100 shares Polaroid Corp.,Com.4,048.50
-8-
980 17
90 42
1,835 13
595 21
1,233 21
1 00
348,778 41
74,841 12 423,619 53
..TR,2,A REV.9-62
Aug.19
Aug.19
Aug.19
Aug.19
Aug.24
CHARLES G.RONEY
100 shares Pullman Inc.,Com.
100 shares Raytheon Co.,Com.
100 shares Sch1umberger Ltd.,
Com.
50 shares Texas Instruments
Inc.,Com.
40 shares International Business
Machines Corp.,Com.
Common Trust Fund Tax Exempt
Investments of Pittsburgh
National Bank
11/30/75 3,650 units
5/28/78 1,338 units
8/31/78 10,869 units
Ford Motor Credit Co.,
Demand Note
12/24/73
1/2/74
7/9/75
4/26/76
4/28/76
8/10/76
10/4/76
11/10/76
1/4/77
2/24/77
2/25/77
9/9/77
1/3/78
8/3/78
General Electric Co.,
Demand Note
9/18/74
1/2/75
5/21/75
6/13/75
9/5/75
10/24/75
3/18/76
4/9/76
8/5/76
8/18/76
11/19/76
1/4/77
1/7/77 .
4/7/77
6/30/77
1/3/78
3/21/78
-9-
3,885.00
6,379,50
9,417.00
5,969.75
11,180.00
23,997.44
9,996.20
79,995.84
74,000.00
74,000.00
3,000.00
96,000.00
97,000.00
22,000.00
2,000.00
2,000.00
26,000.00
1,000.00
2,000.00
"1,000,/00
30,000.00
80,000.00
3,000.00
3,000.00
4,000.00
5,000.00
6,000.00
11,000.00
1,000.00
25,000.00
27,000.00
25,000.00
1,000.00
26,000.00
2,000.00
1,000.00
1,000.00
30,000.00
1,000.00
~--------------~--------------------
CHARLES G.RONEY
General Motors Acceptance Corp.,
Demand Note
1/24/74
3/13/74
6/5/74
12/18/74
1/2/75
1/30/75
4/30/75
10/24/75
12/8/,75
1/2/76
3/4/76
11/18/76
1/4/77
4/7/77
12/8/77
12/15/77
1/3/78
3/1.7/78
4,000.00
7,000.00
10,000.00
23,000.00
23,000.00
24,000.00
3,000.00
10,000.00
10,000.00
1,000.00
4,000.00
4,000.00
4,000.00
2,000.00
1,000.00
1,000.00
8,000.00
10,000.00
69,000.00
10,000.00
1,000.00
1977
Jan.17
June 22
Short Term Investment Fund Personal
of Pittsburgh National Bank
9/1/78
9/21/78
12/7/78
Stock Splits
50 shares Schlumberger Ltd.,Com.
received as a 2 for 1 stock split on
50 shares
100 shares Raytheon Co.,Com.received
as a 2 for 1 stock split on 100 shares
o 00
o 00 o 00
Gain on Sale and Conversion of Assets
1974
Jan.11 Net proceeds sale 150 shares
Crane Co.,Cum.Pfd.,3.75%
@49.00 7,342.50
Carrying Value 6,150.00 1,192 50
1975
Oct.21 Proceeds sale 846 rights
Philadelphia Electric Co.,
Com.@.044352 37.52
Reduction in Carrying Value
of stock 0.00 37 ~2
1976
Mar.1 Proceeds sale $l;OOO bonds
Allegheny County Peoples
Bridge Sere 33D,2.125%
due 3/1/76 @100 :1-,000.00CarryingValue915.00 85 00
-10-
I
,
CHARLES G.RONEY
T R-2-A RE v·,9-62
-
1976
Apr.15 Net proceeds sale 100 shares
Tenneco Inc.,Com.@28.l25 2,775.15
Carrying Value 2,450.00 325 15
Apr.15 Net proceeds sale 200 shares
United States Gypsum Co.,
Com.@25.375 5,002.33
Carrying Value 4,025.00 977 33
1978
July 20 Proceeds redempt~on $80,000 bonds
Federal Land Banks 6.40%
Idue7/20/78 @100 80,000.00
Carrying Value 78,360.00 1,640 00 4,257 50
Conversion of Assets Without Gain or Loss
Proceeds sale Ford Motor Credit Co.,
Demand Note,@100,as follows:
12/28/73 74,000.00
Carrying Value 74,000.00 0 00 ,
00
I1/14/74 74,000~00 I
Carrying Value 74,000.00 0 00
12/8/75 3,000.00
Carrying Value 3,000.00 0 00
4/28/76 96,000.00
Carrying Value 96,000.00 0 00
8/10/76 97,000.00
Carrying Value 97,000.00 0 00
12/30/76 26,000.00
Carrying Value 26,000.00 0 00
12/29/77 30,000.00
Carrying Value 30,000.00 0 00
8/29/78 80,000.00
Carrying Value 80,000.00 0 00
9/1/78 30,000.00
Carrying Value 30,000.00 0 00
Proceeds sale General Motors Acceptance
Corp.,Demand Note,@100,as follows:
3/13/74 4,000.00
Carrying Value 4,000.00 0 00
6/5/74 7,000.00
Carrying Value 7,000.00 0 00
12/18/74 10,000.00
Carrying Value 10,000.00 0 00
12/30/74 23,000.00
Carrying Value 23,000.00 0 00
-11-
----_._-I
CHARLES G.RONEY
TR·2·A REV,9:62
1/30/75 23,000.00
Carrying Value 23,000.00 0 00
4/30/75 24,000.00
Carrying Value 24,000.00 0 00
10/.2'4/75 3,000.00
Carrying Value 3,000.00 0 00
12/8/75 10,000.00
Carrying Value 10,000.00 0 00
12/30/75 10,000.00
I
Carrying Value 10,000.00 0 00
3/4/76 1,000.00
Carrying Value 1,000.00 0 00
11/18/76 4,000.00
Carrying Value 4,000.00 0 00
12/30/76 4,000.00
I
Carrying Value 4,000.00 0 00
12/29/77 8,000.00
Carrying Value 8,000.00 0 00
9/1/78 18,000.00
Carrying Value 18,000.00 0 00,
Proceeds sale General Electric
CO.,Demarid Note,@100,as follows:
12/30/74 3,000.00
Carrying Value 3,000.00 0 00
5/21/75 3,000.00
Carrying Value 3,000.00 0 00
6/13/75 4,000.00
Carrying Value 4,000.00 0 00
9/5/75 5,000.00
Carrying Value 5,000.00 0 00
10/24/75 6,000.00
Carrying Value 6,000.00 0 00
12/8/75 11,000.00
Carrying Value 11,000.00 0 00
4/9/76 1,000.00
Carrying Value 1,000.00 0 00
..
8/5/76 25,000.00
Carrying Value 25,000.00 0 00
8/18/76 27,000.00
Carrying Value 27,000.00 0 00
12/30/76 26,000.00
Carrying Value 26,000.00 0 00
-12-
CHARLES G.RONEY
.TR.Z-A REV.9-62
I
:12129/77 30,000.00
Carrying Value 30,000.00 0 00
6/6/78 10,000.00
Carrying Value 10,000.00 0 00
I 9/1/78 21,000.00
Carrying Value 21,000.00 0 00
Payments in full principal of
the following mortgages:
JamesR.Stropes,6%
1/10/74 to 2/14/78 2,976.09
ICarryingValue2,976.09 0 00
Phillip E.Ewing,6%
11/29/73 to 11/22/77 3,056.26
Carrying Value 3,056.26 0 00
Clarence E.Ewing,6%
11/29/73 to 11/13/75 1,971.03
Carrying Value 1,971.03 0 00
Samuel W.Carson,6%
I 12/5/73 to 3/11/76 3,312.54-
Carrying Value 3,312.54 0 00
Ethel Lightmer Baxter,6%
12/17/73 to 6/11/75 644.52
Carrying Value 644.52 0 00
IStanleyJ.Shuba,6%
12/17/73 to 12/8/76 1,297.22 I
ICarryil)g','Value 1,297.22 0 00
Raymond E.Fonner,6%
12/10/73 1,005.68 ICarryingValue1,005.68 0 00
Louise M.Matull0,6%
11/28/73 to 8/18/78 2,399.64
Carrying Value 2,399.64 0 00
John Shuba,6%
1/11/74 to 7/7/75 3,279.77
Carrying Value 3,279.77 0 00
Mary Miller,6%
12/17/73 to 3/25/76 11,643.10
Carrying Value 11,643.10 0 00
Mary C.Miller,6%
12/17/73 to 9/27/76 2,824.80
Carrying Value 2,824.80 0 00
Victor C.Pryor,6%
12/12/73 to 12/20/77 2,640.37
Carrying Value 3,640.37 0 00
George A.Brock,6%
12/13/73 to 4/15/76 1,564.86
Carrying Value 1,564.86 0 00
-13-
~------------------------------------
CHARLES G.RONEY
TR·2·A REV.9·62
Payments in full principal of the following
Judgment Notes:
Court Agreement to revive James A.
and Shirley E.Bauer
10/2/75 &7/26/76
Carrying Value
811.73
811.73 o 00
Praecipe for Writ of Revival
for Albert &Evelyn L.
Whiteman
1/11/74 to 1/28/75
Carrying Value
Court Agreement to revive Robert
W.and Nancy M.Kuhns
11/26/73 to 8/18/75
Carrying Value
Richard &Mary C.Miller
12/10/73 to 11/8/76
Carrying Value
458.67
458.67
980.17
980.17
1,835.13
1,835.13
o 00
o 00
o 00
Ralph E.Canfield,6%
Payment on Account principal
12/13/73 to 3/1/79
Carrying Value
5,586~45
5,586.45 o 00
Agreement to revive William Wayne
and Nellie Jackson,Judgment
Note
8/8/74
Carrying Value
Ralph &Viola Anderson
Judgment Note
3/7/74 to 9/22/75
Carr}riI1 g Value
74.83
74.8'3
48.00
48.00
o 00
o 00
George H.and Marion McGary
Judgment Note
11/30/73 to 2/2$/79
Carrying Value
1,011.97
1,011.97 o 00
o 00
1976
Apr.6 Proceeds redemption $25,000
United States Treasury Bills
due 4/6/76 @100 (Portion of
proceeds allocable to
Principal)
C.arrying Value
23,515.00
23,515.00 11-------+---+1 o 00
1974
Jan.31
Miscellaneous
Alexander and Alexander Inc.
Return premium liability insurance
cancelled as of 8/21/73
-14-
5 00
427,882 03
,-
TR-2-A REV.9-62
CHARLES G.RONEY
DISBURSEMENTS
Administrative Expenses
Pittsburgh National Bank
Postage and insurance charges
Paid 12/20/74 to 9/28/78
Pennsylvania Department of Revenue
Pennsylvania Fiduciary Income Tax
on Capital Gains for years 1973 &1974
Paid 2/20/74 &3/30/75
Internal Revenue Service
Federal Fiduciary Income Tax on Capital
Gains
Paid 1/21/74 to 3/20/75
Sherman H.Siegel
Reimbursement for Prothonotary cost in
re satisfaction of Judgment Notes of
Albert &Evelyn Whiteman
Paid 2/~2/75 3.00
Services and costs re satisfaction
of Roney Kuhns Judgment Note
Paid 9/19/75 13.00
Pittsbu~gh National Bank
1%service~charge re mortgages
in trust
Paid 2/17/77
Loss on Sale and Conversion of Assets
22 72
45 96
21 36
16 00
185 42 291 46
10,200.00
10,250.00
1974
Dec.16 Proceeds redemption $10,000 bonds
Lititz Area Sch.Auth.Sch.Rev.
Sere 69,6.50%due 6/15/89
called 12/16/74 @102.00
Carrying Value 50 00
1975
Nov.1
1976
Apr.15
Proceeds redemption $10,000 bonds
Suburban Erie Bldg.Auth.Sch.
Bldg.Rev.Sere 70A 6.60%
due 11/1/81 called 11/1/75
@102.00
Carrying Value
Net proceeds sale 100 shares
Baltimore Gas &.E~ectric
Co.,Cum.Pfd.8.75%
@90.125
Carrying Value
10,200.00
10,350.00
8,971.19
11,050.00
150
2,078
00
81
Apr.15 Net proceeds sale 100 shares
Duquesne Light Co.,Cum.
Pfd.$8.64 @97.00
Carrying Value
-15-
9,659.00
10,900.00 1,241 00
CHARLES G RONEY.
TR·2·A REV,9-62
:
1976
Apr.15 Net proceeds sale 100 shares
Jersey Central Power &Light
CO.,Cum.Pfd.8.12%@77.50 7,702.49
Carrying Value 9,700.00 1,997 51
Apr.15 Net proceeds sale 85 shares
Pennsylvania Power &Light
Co.,Pfd.8.40%@86.25 7,278.09
Carrying Value 8,755.00 1,476 91
Apr.15 Net proceeds sale 100 shares i
Pennsylvania Power~&~tight ICo.,Pfd.9.00%@96.00 9,559.00
Carrying Value 10,900.00 1,341 00
Apr.15 Net proceeds sale 100 shares
Philadelphia Electric Co.,
Pfd.8.75%@87.00 8,652.46
Carrying Value 10,950.00 2,297 54
i
Apr.15 Net proceeds sale 100 shares
Public Service Electric &Gas
:Co.,Pfd.9.62%@100.50 10,002.41
carrying Value 11,750.00 1,747 59
.
Apr.15 Net proceeds sale 700 shares
Duquesne Light Co.,Com.
@18.375 12,703.24
Carrying Value 14,700.00 1,996 76
Apr.15 Net proceeds sale 846 shares
Philadelphia Electric Co.,
Com.@16.125 13,500.09
Carrying Value 16,497.00 2,996 '91
Dec.12 Proceeds redemption $800bborids
American Telephone &Telegraph
Co.,Deb.8.750%due 5/15/2000
called 12/12/77 @106.30 850.40
Carrying Value 860.00 9 60
1978
Mar.15 Proceeds redemption $10,000 bonds
Catasauqua Hanover Pennsylvania
Union Sch.Dist.Auth.Sch.
Rev.6.50%due 3/15/79
called 3/15/78 @102 10,200.00
Carrying Value ],:0,500.00 300 00
Sept.19 Net proceeds sale 300 shares
National Steel Corp.,Com.
@32.75 9,761.68
Carrying Value 9,900.00 138 32 17,821 95
18,113 41
-16-
..
TR.2.A REV.9-62
CHARLES G.RONEY
SCHEDULE B
INCOME-PERSONALTY
RECEIPTS
Income since 12/22/78,date of last
Statement rendered Rosa D.Roney
Income collected and accrued to 2/23/79,
date of death of Rosa D.RoneyII----:=-=-=--=--=-~::..=..;:.::.::..-=-=--:...:...::...=...:;:..-:.:~--=-.:..:..:..::.=-=------_·.
Balance per Statement dated 12/22/78
Income-Common Funds
Common Fund Tax Exempt Investment of
Pittsburgh National Bank
15,857 units 11/31/78 to 2/23/79
Interest-Bonds
Bethel Park Pennsylvania Sch.Auth.
Sch.Bldg.Rev.4.50%
$5,000 8/1/78 to 2/1/79
Hempfield Un.Sch.Dist.Auth.Sch.Bldg.
Rev.Westmoreland County,Sere 70,7.00%
$5,000 7/1/78 to 1/2/79
Erie Pennsylvania Sere 70,7.00%
$10,000 7/15/78 to 1/15/79
Lackawanna County Pennsylvania 4.00%
$5,000 7/1/78 to 1/1/79
Dividends
American Home Products Corp.,Com.
150 shares 3/1/79
Avon Products Inc.,Com.
100 shares 3/1/79
Beatrice Foods Co.,Com.
250 shares 1/2/79
Burlington Northern Inc.,Com.
125 shares 3/1/79
Columbia Gas System Inc.,Com.
297 shares 2/15/79
Consolidated Natural Gas Co.,Com.
200 shares 2/15/79
International Business Machines Corp.,Com.
40 shares 3/12/79
-17-
112 50
175 00
350 00
100 00
52 50
65 00
67 50
56 25
181 17
150 00
137 60
o 00
1,681 31
737 50
TR-2-A REV.9-62
CHARLES G.RONEY
Merck &Co.,Inc.
100 shares 1/2/79
Pullman Inc.,Com.
100 shares 3/14/79
Raytheon Co.,Com.
200 shares 1/26/79
Reynolds R.J.Industries Inc.,Com.
200 shares 3/5/79
Schlumberger Ltd.,Com.
150 shares 1/15/79
Texas Instruments Inc.,Com.
50 shares 1/29/79
Interest-Short Term Investments
Short Term.Investment Fund Personal of
Pittsburgh National Bank
$80,000 to 2/23/79
Interest-Mortgages
Ralph E.Canfield,6%
to 2/2/79
Interest-Judgment Notes
George H.and Marian McGary
$1,518.07 to 2/23/79
Income accrued and uncollected to 2/23/79,
date of death of Rosa D~Roney
American Telephone &Telegraph Co.,Deb.
8.750%
$800 11/1/78 to 2/23/79
Bethel Park,Pennsylvania,4.50%
$5,000 5/1/78 to 2/23/79
Bethel Park,Pennsylvania Sch.Auth.
Sch.Bldg.Rev.4.50%
$5,000 2/1/79 to 2/23/79
Corry,Pennsylvania Area Sch.Auth.Sch.
Bldg.Rev.3.55%
$1,000 11/1/78 to 2/23/79
Erie,Pennsylvania Ser.70,7.00%
$10,000 1/15/79 to 2/23/79
Greenville Pennsylvania Mun.Auth.Wtr.
Rev.2.50%
$1,000 10/1/78 to 2/23/79
Greenville Pennsylvania Mun.Wtr.Rev.
2.50%
$2,000 11/1/78 to 2/23/79
-18-
47 50
40 00
80 00
190 00
52 50
25 00
19 06
70 00
13 75
11 04
73 89
9 86
19 72
1,145
1,888 44
18 10
3 66
•.T~-~-AREV.9<62:
bs..
CHARLES G.RONEY
Hempfield Un.Sch.Dist.Auth.Sch.Bldg.
Rev.Westmoreland City,Ser.70,7.00%
$~~OOO lll/79 to 2/23/79
Lackawanna County Pennsylvania 4.00%
$5,000 Ijl/79 to 2/23/79
Lycoming County,Pennsylvania 5.90%
$10,000 12/15/78 to 2/23/79
Montour Pennsylvania Jt.Sch.Auth.Sch.
Rev.Ser.66,4.350%
$10,000 12/1/79 to 2/23/79
Moon Sch.Un.Sch.Dist.Auth.Pennsylvania
Sch.Bldg.Rev.Ser.63,3.40%
$5,000 11/1/78 to 2/23/79
Northampton County,Pennsylvania Area
County College Auth.Rev.Ser.69
6.875%
$20,000 12/15/78 bo 2/23/79
Pennsylvania Commonwealth Ser.V.5.70%
$10,000 12/15/78 to 2/23/79
Ross-West View Sch.Auth.Pennsylvania
Sch.Bldg.Rev.Ser.69,5.90%
$5,000 10/1/78 to 2/23/79
Upper Perkiomen Pennsylvania Jt.Sch.
Auth.Sch.Rev.4.20%
$5,000 12/1/78 to 2/23/79
Waynesboro Pennsylvania Area Sch.Dist.
Auth.Sch.Rev.Ser.69,6.30%
$10,000'11/1/78 to 2/23/79
West Mifflin Boro Pennsylvania Sch.
Auth.Sch.Bldg.Rev.3.650%
$5,000 12/1/78 to 2/23/79
Income since 2/23/79,date of death of
Rosa D.Roney
Income-Common Funds
Common Fund Tax Exempt Inves.tments of
Pittsburgh National Bank
15,857 units 2/23/79 to 2/28/79
Interest-Judgment Notes
George H.and Marian McGary
$1,518.07 2/23/79 to 2/28/79
-19-
50 56
288 89
III 44
99 08
52 89
259 72
107 67
116 36
47 83
196 00
41 57
98 90
°22
---I
1,589 33
7,063 36
-----l
I
:CHARLES G.RONEY
I T~:2;A RO:V.9·62
Interest-Mortga,ges
Ralph E.Canfield,6%
3/1/79 8 29
Interest Short Term Investments
Short Term Investment Fund Personal of
Pittsburgh National Bank
$80,000 2/23/79 to 2/28/79 112 12 219 53
7,282 89
I
i .-
.
i,
.
-20-
,,
~.->...
CHARLES G.RONEY
TR-2·A RF;V.9·62
DISBURSEMENTS
Disbursements to 2/23/79,date of death
of Rosa D.Roney
Administrative Expenses
Pittsburgh National Bank
Annual charge for servicing three loan-s
Paid 2/1/79 26 84
1979 Washington County Personal Property
Tax
for period 1/1/79 to 2/23/,79 21 41
Trustee's Comp~nsation 423 80 472 85
Disbursements since 2/23/79,date of death
of Rosa D.Roney
Administrative Expenses
-.
1979 Washington County Perons~l~Property
Tax
for period 2/23/79 to 12/31/79 123 26
Trustee's Compensation 13 17 136 43
608 48
SB/kac -21-
m _._u__=-r=_-
·f'
TR-973 (10-74)NS
COMMDNWI}ALTH OF PENNSYLVANIA
COUNTY OF ALLEGHENY SS ..
GARY C,GOODLIN,ASSISTANT VICE PRESIDENT,.of Pittsburgh
...
National Bank,the within named accountant,being duly sworn according to law,deposes and says
that the foregoing account a s stated·is true and correct a s he~verily believes.
Sworn and subscribed bpfore .me )
this aAday of {i/Ju~I /.'1,2 7)
)(J )\u .I )
,/IiL(llc/.U\It~~)I)IGEORGIA'1RhMN'A~~9M&RY PUBLIC
PIlTSBtJRGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES MAR.5,1983
Member,Pennsylvania Association of Notariei\,
WASHINGTON'COUNTY:SS
I do certify t hat I ha ve g i ve n leg a I notice to a II persons
concerned 0 f the f iii n g 0 f the within account in the man ne r
perscribed by Statute and Rule of Court"a s evidenced by proofs
thereof filed to No,.t3 -79-'is c;,
Witness my hand and official seal this ::2 Ifd
day of '»to '19'71
~~~st~rof Wills
!f,B
I
I~~~
'<;)~~\)<...,-:
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t'-~S ::J p.:j ~~;.-;::ell 'i::><...c:rf)E-<(5!:'
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TR·2 REV.g·62
.'
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF CHARLES G.RONEY,DECEASED
FIRST AND FINAL ACCOUNT OF
PITrSBURGH NFlTIONFlL BFlNK
TRUSTEE UNDER WILL FOR ROSA D.RONEY,NOW DECEASED,JOHN EDWIN
RONEY,DOROTHY R.CURTIS AND DAVID DUNLAP RONEY
.
#34248-2
PITTSBURGH,PA.MARCH 14,1979
SUM M A R Y
SCHEDULE A
PRINCIPAL -PERSONALTY
I Receipts Pages 3 - 6 331,684 39
Disbursements Pages 7 - 8 20,814 58
Balance 310,869 81
SCHEDULE B
INCOME -PERSONALTY
Receipts Pages 9 -10 146,231 63
Disbursements Page 11 140,249 21
Balance 5,982 42
NET BALANCE 316,852 23
TR·2·A REV,9·62
CHARLES G.RONEY
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Stocks
American Telephone &Telegraph Co.
266 shs -Corn.
Consolidated Natural Gas Co.
300 shs -Corn.
Exxon Corp.
800 shs -Corn.
General Electric Co.
300 shs -Corn.
International Business Machines Corp.
50 shs -Corn.
International Paper Co.
291 shs -Corn.
Joy Manufacturing Co.
200 shs -Corn.
Mobil Corp.
228 shs -Corn.
T.R.W.Inc.
200 shs -Corn.
Union Pacific Corp.
200 shs -Corn.
Westinghouse Electric Corp.
312 shs -Corn.
Short Term Investment
Short Term Investment Fund Personal of
Pittsburgh National Bank
Cash
INCOME -PERSONALTY
Cash
NOTE:The above balance is subject to
attorney's fee in the amount of
$1,222.50 payable to Sherman H.
Siegel and Trustee's compensation
in the amount of $1,575.00 payable
to Pittsburgh National Bank which
will be charged and shown paid in
a supplement to this account.
-2-
12,734 75
12,095 50
37,750 00
19,687 50
13,812 50
13,240 50
4,725 00
11,913 00
4,500 00
10,462 00
9,906 00 150,826 75
159,800 00
310,626 75
243 06
310,869 81
5,982 42
316,852 23
TR·2·A REV.9-62
CHARLES G.RONEY
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Pittsburgh National Bank,Executor of the
Estate of Charles G.Roney A/K/A Chas.G.
Roney,deceased #80839-7
Assets awarded per Decree dated 1/4/74
...Stocks
400 shs American Brands Inc.,Com.
566 shs American Telephone &Telegraph
Co.,Cap.
200 shs Borg-Warner Corp.,Com.
104 shs Continental Can Co.,Inc.,Com.
696 shs Exxon Corp.,Com.
106 shs First Dyna Corp.,Com.
300 shs General Electric Co.,Com.
189 shs General Motors Corp.,Com.
400 shs International Harvester Co.,
Com.
591 shs International Paper Co.,Com.
400 shs Joy Manufacturing Co.,Com.
408 shs Mobil Oil Corp.,Com.
200 shs Phelps Dodge Corp.,Com.
300 shs Phillips Petroleum Co.,Com.
484 shs T.R.W.Inc.,Com.
Cash
Assets Purchased
14,300 00
27,097 25 I
4,275 00
2,457 00 !
I
65,685 00
3,816 00 I
19,687 50
10,418 63
10,300 00
26,890 50
18,900 00
21,318 00
8,525 00
20,025 00
10,890 00
16,256 00
280,840 88
20,949 66 301,790 54
Ford Motor Credit Co.Demand Note
12/24/73
1/2/74
4/2/76
1/4/77
1/3/78
-3-
20,000.00
20,000.00
49,000.00
49,000.00
43,000.00
CHARLES G.RONEY
TR·~·A RE;:V.9-62
General Motors Acceptance Corp.,
1/24/74
2/7/74
3/21/74
3/27/74
4/2/74
12/20/74
1/2/75
11/10/75
1/2/76
1/4/77
1/3/78
4/17/78
Demand Note
3,000.00
2,000.00
6,000.00
10,000.00
1,000.00
1,000.00
1,000.00
13,000.00
13,000.00
13,000.00
12,000.00
30,000.00
Short Term Investment Fund Personal
of Pittsburgh National Bank
9/1/78 160,000.00
Stock Splits
1975
Nov.11 400 shs Joy Manufacturing Co.,Com.received
as a 2 for 1 stock split on 400 shs o 00
1976
July 23 400 shs Exxon Corp.,Com.received as a 2
for 1 stock split on 400 shs o 00 o 00
Gain on Sale and Conversion of Assets
1974
Jan.
1976
Apr.
4 Net proceeds sale 296 shs Exxon
Corp.,Com.200 @ 99 &
96 @ 98.875
Carrying Value
4 Net proceeds sale 200 shs Phelps
Dodge Corp.,Com.@ 48.875
12 Net proceeds sale 200 shs Borg
Warner Corp.,Com.@ 27.25
Carrying Value
12 Net proceeds sale 104 shs Con-
tinental Can Co.,Inc.,Com.
100 @ 27.375 &4 @ 27.125
Carrying Value
-4-
29,059.76
27,935.00
9,629.52
8,525.00
5,371.31
4,275.00
2,805.07
2,457.00
1,124 76
1,104 52
1,096 31
348 07
a.__._it.-
o
o
o
o
o
o
o
1,536
1,000 ..00
1,000.00
6,000.00
6,000.00
42,000.00
42,000.00
43,000.00
43,000.00
49,000.00
49,000.00
20,000.00
20,000.00
20,000.00
20,000.00
75,000.00
73,463.13 1+-------'---
3/3/78
Carrying Value
9/1/78
Carrying Value
12/29/77
Carrying Value
4/21/77
Carrying Value
12/30/76
Carrying Value
12/28/73
Carrying Value
1/14/74
Carrying Value
7/20/78 @ 100
Carrying Value
Conversion of Assets Without Gain or Loss
Proceeds sale Ford Motor Credit Co.Demand
Note @ 100,as follows:
CHARLES G.RONEY
TR-~-'A REV.9-62
12 Net proceeds sale 400 shs Joy Manufacturing
Co.,Com.@ 38.50 15,226.48
Carrying Value 9,450.00 5,776 48
12 Net proceeds sale 284 shs T.R.W.I
Inc.,Com.200 @ 33.125 &
84 @ 33 9,271.00
Carrying Value 6,390.00 2,881 00 I1977
Apr.6 Net proceeds sale 300 shs In-
ternational Paper Co.,Com.
@ 56.1250 16,662.19
Carrying Value 13,650.00 3,012 19
6 Net proceeds sale 200 shs Joy
Manufacturing Co.,Com.
I@46.250 9,143.19
Carrying Value 4,725.00 4,418 19
6 Net proceeds sale 300 shs Ameriaan
Telephone &Telegraph Co.,Com.
@ 61.625 18,348.13
Carrying vaiue 14,362.50 3,985 63
I
6 Net proceeds sale 189 shs General
Motors Corp.,Com.@ 61.75 11,594.76
:Carrying Value 10,418.63 1,176 13
1978
July 20 Proceeds redemption $75,000 bonds
Federal Land Banks 6.40%due
87 26,460 15
00
00
00
00
00
00
00
-5-
CHARLES G.RONEY
TR-2~A REV.9-62
Proceeds Sale .General Motors Acceptance
Corp.,Demand Note @ 100,as follows:
2/7/74 3,000.00
Carrying Value 3,000.00 0 00
3/21/74 2,000.00
Carrying Value 2,000.00 0 00
3/27/74 6,000.00
Carrying Value 6,000.00 0 00
4/2/74 10,000.00
Carrying Value 10,000.00 0 00
12/20/74 1,000.00
ICarryingValue1,000.00 0 00
12/30/74 1,000.00
Carrying Value 1,000.00 0 00
11/10/75 1,000.00
Carrying Value 1,000.00 0 00
12/30/75 13,000.00
Carrying Value 13,000.00 0 00
12/30/76 13,000.00
Carrying Value 13,000.00 0 00
3/9/77 1,000.00
Carrying Value 1,000.00 0 00
12/29/77 12,000.00
Carrying Value 12,000.00 0 00
9/1/78 42,000.00
Carrying Value 42,000.00 0 00
Proceeds sale Short Term Investment
Fund Personal of Pittsburgh
National Bank @ 100,as follows:
3/2/79 200.00
Carrying Value 200.00 0 001978
Sept.1 Proceeds sale General Electric Co.
Demand Note @ 100 76,000.00
Carrying Value 76,000.00 0 00 0 00
Miscellaneous
1975
Apr.13 Sherman H.Siegel
Funds in comR~omise and settlement judg-
ments entered against Herbert Messenger
in the original amount of $20,000 at #173,
#174 ¯ July Term 3,019 50
Mobil Oil Corp.
Replacement of unclaimed
3/10/69
3/10/71
-6-
__=_it_=__
dividends issued:
169.40
244.80 414 20 3,433 70
331,684 39
-I-----------..----------
CHARLES G.RONEY
TR·2·A REV.9·62
DISBURSEMENTS
1974
Jan.
Administrative Expenses
31 Pittsburgh National Bank,Executor of the
Estate of Charles G.Roney #80839-7
Russell Marin~Agent
Inheritance Tax balance
Interest from 4/12/72 to
1/12/74
1,194.87
125.46 1,320 33
Oct.
1975
Apr.
4 Russell Marino
Register of Wills,audit costs #63-71-749
4 Sherman H.Siegel
Professional services re Herbert MessengeI
Judgments
Internal Revenue Service
1973,1976 &1977 Federal Income Tax on
capital gains
Paid 3/29/74 to 3/31/78
Pennsylvania Department of Revenue
1976 &1977 Pennsylvania Fiduciary Income
Tax on capital gains
Paid 3/15/77 to 3/30/78
Pittsburgh National Bank
Postage &insurance charges
Paid 11/17/75 to 4/25/78
450 50
500 00
9,648 82
263 58
6 58 12,189 81
14,088.80
14,300.00
1974
Jan.4
Loss on Sale and Conversion of Assets
Net proceeds sale 400 shs American Brands
Inc.,Com.
@ 35.75
Carrying Value 211 20
Mar.
19:75
Oct.
4 Net proceeds sale 106 shs First-
Dyna Corp.,Com.@ 32
Carrying Value
8 Net proceeds sale 100 shs Mobil
Oil Corp.,Com.@ 46.125
Carrying Value
18 Net proceeds sale 80 shs Mobil
Oil Corp.,Com.@ 48.
Carrying Value
27 Net proceeds sale 400 shs Inter-
national Harvester Co.,Com.
@ 23.75
Carrying Value
-7-
3,392.00
3,816.00
4,542.54
5,225.00
3,779.90
4,180.00·
9,422.81
10,300.00
424 00
682 46
400 10
877 19
CHARLES G.RONEY
TR-2-A REV.9·62
1976
Apr.12 Net proceeds sale 300 shs Phillips Petro-
leum Co.,Com.
@ 56 16,627.69
Carrying Value 20,025.00 3,397 31
1977
Apr.6 Net proceeds sale 200 shs West-
I inghouse Electric Corp.,Com.
I
@ 18.875 3,717.49
I Carrying Value 6,350.00 2,632 51 8,624 77
!20,814 58
I
I
I
,
-8-
00-
TR-2-A REV.9·62
CHARLES G.RONEY
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Pittsburgh National Bank,Executor of the
Estate of Charles G.Roney,Deceased
#80839-7
Cash awarded per Decree dated 1/4/74
Final cash distribution
Dividends
American Telephone &Telegraph Co.,Com.
566 shs -1/2/74 to 1/2/79
American Brands,Inc.,Com.
400 shs -1/21/74
Borg Warner Corp.,Com.
200 shs -2/15/74 to 2/17/76
Continental Can Corp.,Com.
104 shs -1/21/74 to 3/15/76
Consolidated Natural Gas,Com.
300 shs -5/16/77 to 2/15/78
Exxon Corp.,Com.
696 shs -1/21/74
400 shs -3/11/75 to 6/10/76
800 shs -9/10/76 to 3/12/79
First-Dyna Corp.,Com.
106 shs -1/7/74
General Electric Co.,Com.
300 shs -1/25/74 to 1/25/79
General Motors Corp.,Com.
189 shs -1/21/74 to 3/10/78
International Harvester,Co.,Com.
400 shs -1/15/74 to 10/15/75
International Paper Co.,Com.
591 shs -1/21/74 to 3/15/77
291 shs -6/15/77 to 12/15/78
International Business Machines Corp.,Com.
50 shs -6/10/77 to 3/12/79
Joy Manufacturing Co.,Com.
400 shs -1/28/74 to 4/25/77
200 shs -7/25/77 to 1/29/79
Mobil Oil Corp.,Com.
408 shs -1/21/74 &3/11/74
228 shs -6/10/74 to 3/12/79
-9-
47,547 72
4,475 04 52,022 76
I
I
10,290 66
238 00
607 50
I
447 20
1,615 50
870 00
5,060 00
6,880 00
55 65
2,970 00
4,063 50
1,320 00
4,027 68
1,018 50
1,123 00
2,170 00
546 00
612 00
4,263 60
CHARLES G.RONEY
TR-2-A'RE v,9-62
Phelps Dodge Corp.,Com.
200 shs -1/21/74 110 00
Phillips Petroleum Co.,Com.
300 shs -1/21/74 to 3/1/76 1,132 50
T.R.W.:1 nc.,.Com.
484 shs -1/21/74 to 3/15/76 1,403 60
200 shs -6/15/76 to 12/15/78 870 00
Westinghouse Electric Corp.,Com.
512 shs -1/21/74 to 3/1/79 2,348 44
Union Pacific Corp.,Com.
200 shs -7/1/77 to 1/2/79 685 00 54,728 33
I
IInterest-.Bonds
Federal Land Banks,6.40%
$75,000 -7/20/74 to 7/20/78 21,600 00
Interest -Short Term Investment
Ford Motor Credit Co.
:$20,000 to 12/28/73 18 72
20,000 to 1/14/74 56 49
49,000 to 12/30/76 1,875 58
49,000 to 3/31/77 593 04
6,000 to 4/21/77 16 60
43,000 to 12/29/77 1,944 38
43,000 to 2/28/78 474 32
1,000 to 3/3/78 38
42,000 to 8/31/78 1,600 25
General Electric Co.
$76,000 to 8/31/78 485 88
General Motors Acceptance Corp.,Demand Note
$3,000 to 2/7/74 9 87
2,000 to 3/21/74 18,76
6,000 to 3/27/74 8 41
10,000 to 4/2/74 14 40
1,000 to 12/20/74 67 41
1,000 to 12/30/74 2 47
13,000 to 11/10/75 56 47
13,000 to 12/30/75 III 16
13,000 to 12/30/76 726 48
13,000 to 2/28/77 99 52
1,000 to 3/9/77 1 12
12,000 to 12/29/77 596 40
12,000 to 3/31/78 204 58
42,000 to 8/31/78 1,256 79
Short Term Investment Fund Personal of
Pittsburgh National Bank
$160,000 to 2/28/79 7,641 01
200 to 3/2/79 05 17,880 54
146,231 63
-10-
CHARLES G.RONEY
TR·2·A REV,9·62
DISBURSEMENTS
Administrative Expenses
Accrued interest on purchase of securities
Paid 1/22/74 13 33
Washington County Personal Property Tax for
year 1974-1978 &1979
Paid 7/30/74 to 3/1/79 92 00
Pennsylvania Department of Revenue
1974 &1976 Pennsylvania Fiduciary Income
Tax on accumulated income
Paid 3/25/75 to 3/3/77 125 66
Pittsburgh National Bank
Mortgage Administration Annual charge for
servicing mortgages
Paid 2/7/74 499 00
Pittsburgh National Bank
Preparation and filing P.ennsylvania
Fiduciary Income Tax Return for years 197:
to 1977
Paid 7/29/74 to 7/28/78 110 00
Pittsburgh National Bank
Transaction charges on sale of Short Term
Investments
Paid 11/13/75 to 3/11/77 75 00
9,730 698,815 70
3,163.97
5,651.73 It----.:..-.:...-~-II
Trustee's compensation
On Principal
On Income
Distributions
John Edwin Roney
Pro rata share income
Paid 12/27/73 to 12/22/78 43,504 90
Dorothy R.Curtis
Pro rata share income
Paid 12/27/73 to 12/22/78 43,504 91
David Dunlay Roney
Pro rata share income
Paid 12/27/73 to 12/22/78 43,508 71 130,518 52
140,249 21
SB/cS
-11-
NO.34249-0
In tltt C!tnurt nf C!tnutmnn 'ltUli nf lIUlilJinghttt C!tnuuty.
p'tnnliylnuniu Cl'rp4unli9 C!tnurt littiliinn
j
ESTATE OF
CHARLES G.RONEY ,DECEASED
.No.63-71-749
In the matter of the FIRST §FINAL
Account of PITTSBURGH NATIONAL BANK,
TRUSTEE
ADJUDICATION AND DECREE
An now Juney ,19 '79',this matter came on for hearing,
audit and distribution of this session and testimony taken;an~thl!reupon,upon due consideration
there.of of the balance for distribution in the hands of the Accountant is determined to be
$U·00.and the account is accQrdingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by th~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 token herefrom sec.leg...,..
BY THE COURT:
SCHEDULE OF DISTRIBUTION
J.
.-Balance per account -:--I $416.443.03
Additional Credits -Audit
Bolance 1
Additional Debits -Audit 2,036.54
418,479.57
$0.00
Deduct Clerk's Costs &Receipts,1
Attorney Shennan H.Siege_1 1
NOTE:All assets held under this Marital
Trust have been distributed as an
Advancement to the Residuary Trust.
AB:jrn /------
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ESTATE OF
CHARLES G.RONEY,DECEASED
No.63-71-749A
In the matter of the First and Final
Account of Pittsburgh National Bank,
Trustee
ADJUDICATION AND DECREE
An now June ;1,15-.,1912-,this matter came on for hearing,
audit and distribution of this session and testimony taken;and thereupon,upon due consideration
thereof of the balance for distribution in the hands of the Accountant is determined to be
$741 ,062.37 and the account is aCCQrdingly 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 Q part hereof,unless exceptions hereto,be filed
sec.reg.or an appeal be taken herefrom sec.leg..,..
BY THE COURT:
SCHEDULE OF DISTRIBUTION
J.
Balance per account,----:-I
Additional Credits -Audit
Balance 1
Additional Debits -Audit 442,910.89
nf,700.75
$316,852.23
759,763.12
$741,062.37
Deduct Clerk's Costs &Receipts,--I
Attorney Sherman H.Siegel 1
TO:John Edwin Roney -1/3 share
Per Election to take in kind
PRINCIPAL -PERSONALlY
Bonds
$10,000 Erie,PA Ser.70,7%due
7/15/84
$1,000 Greenville,PA Mun.Auth.
Wtr.Rev.,2.50%due 4/1/82
$2,000 Greenville,PA Mun.Auth.
Wtr.Rev.,2.50%due 4/1/88
$10,000 Lycoming Cnty.,PA,5.90%
due 6/15/84 .
$10,000 Waynesboro,PA Area Sch.
Dist.Auth.Sch.Rev.Ser.69,
6.30%due 12/1/79
Stocks
133 shares American Telephone &
Telegraph Co.,Com.
300 shares Exxon Corp.,Com.
100 shares General Electric Co.,
Com.
120 shares International Business
Machines Corp.,Com.
10,359.70
891.91
1,434.80
10,161.40
10,235.90
7,780.50
15,562.50
4,975.00
9,225.00
.:E:.-
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ad
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130 shares International Paper
Co.,Com.5,866 25
67 shares Joy Manufacturing Co.
Com.2,026 75
100 shares Merck &Co.,Inc.,
Com.6,437 50
114 shares Mobil Corp.,Com.8,607 00
75 shares Schlumberger,Ltd.,
Com.5,428 12
100 shares TRW,Inc.,Com.3,600 00
25 shares Texas Instruments,Inc
Com.1,975 00
Mortgage
Ralph E.Canfield,et ux,#0245,
@6%1,249 04
Notes
William Wayne &Nellie Jackson 929 00
Kenneth E.,Lois J.,Wray L.
and Louise A.Mounts 90 42
Ralph &Viola Anderson 547 21
George H.&Marian McGary 164 28
Miscellaneous
Judgment in default against
Joseph Blazic &Mary Blazic 1 00
Cash 135,170 05
242,718 33
INCOME -PERSONALlY
Cash 4,302 146 247.020 79 494,041.58
TO:Dorothy R.Curtis -1/3 share
Per Election to take in kind
PRINCIPAL -PERSONALlY
Stocks
150 shares American Home Produc-t .
Corp.,Com.3,975 bo
133 shares American Telephone &
Telegraph Co.,Com.7,780 ~O
100 shares Avon Products,Inc.,
Com.4,675 )0
250 shares Beatrice Foods Co.,
Com.5,062 ~O
200 shares Exxon Corp.,Com.10,375 )Q
100 shares General Electric Co.,
Com.4,975 bo
120 shares International Busines
Machines Corp .•Com.9 225 bo
TR-g82-A (4-78)NS
-2-
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~.:....r'.,.'
AB:jm
~
131 shares International Paper
Co.,Com.5,911 38
67 shares Joy Manufacturing Co.
Com.2,026 75
114 shares Mobil Corp.,Com.8,607 00
75 shares Schlumberger,Ltd.,
Com.5,428 13
25 shares Texas Instruments,
Inc.,Com.1,975 00
200 shares Union Pacific Corp.,
Com.13,075 00
Cash 159,627 07
242,718 33
INCOME -PERSONAL1Y
Cash 4,302 46 247,020 79 247,020.79
TO:David Dunlap Roney -1/3 share
Per Election to take in kind .
PRINCIPAL -PERSONALlY
Stocks
300 shares Exxon Corp.,Com.15,562 50
100 shares General Electric Co.,
Com.4,975 00
120 shares International Busi-
ness Machines Corp.,Com.9,225 00
130 shares International Paper
Co.,Com.5,866 25
66 shares Joy Manufacturing Co.
Com.1,996 50
100 shares Polaroid Corp.,Com.3,112 50
75 shares Schlumberger,Ltd.,
Com.5,428 13
100 shares TRW,Inc.,Com.3,600 00
Cash 192,952 145
242,718 33
INCOME -PERSONALlY
Cash 4,302 146 247,020 79 NO BALANCE
TR.1l82·...(4-78)NS
-3-
<l!nurt nf <l!nmmnu
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'l~all nf IInn4ingtnn
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j
In the ma:tter of the Audit of Account in
Estat~of__C-=--H_A_RL_E_S_G_·..:...._R.:....O_N_E--'-y_·_'--{
(Marital Trust)
TO THE AUDITING JUDGE:
63...71,..749No.__~...,-_
Enter__·_ffi-=..y appearance for 'A...:.c_c_o_u_n_t_a_n_t ~_
~L...Ioo..u..-_,day of --',u.J-'-uun.JJe>;;...._
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.63-71-749
In re Audit of Account in EstaJte of
CHARLES G.RONEY
(Marital Trust)
AUDIT
'rartipr fnr !\ppraratttr
FOR
PITTSBURGH NATIONAL BANK
SHEro·~N H.SIEGEL,ESQUIRE
Attorney
~2
Estate of g.h~.E.!.~.§~.~g9..~.~y..
Form for Guardian or~ee
Jrtttion'~ur Au~tt
1Ju IDl1r ®rpl1uus·<trourt of lIusqiugtou Olouuty
Filed at Nok.z..-::::..Z~...6f ~t..~~
Fiduciary ~.~.!:.!:~.e.:'!.E.9:E.~~.!:.~.9..~~.~~.~!?:~..
For Bg.~.9:Q.~Bg.~.~Y..
Place o~record Washington,PAofappolntment...
Date of t:t:Ust .January 4,1974orguardIanshIp ..
If there have been former accounts
filed in this estate,list:
Reason for filing this account...!?~~.!:.tJ:g.~~9..~.~!?..:~9..~!:7.¥.9..~¥.:.~eE~.~E¥.~.~.L ~.~.?.~..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
John Edwin Roney,a one-third interest in remainder
Dorothy R.Curtis,a one-third interest in remainder
David D.Roney,a one-third interest in remainder
All of said parties have received notice as required by the Court Rules except as follows:
No Exceptions
The fund now before the Court is subject to the following taxes:
None,all taxes having been paid in full.
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None
Balance for distribution per account,Principal $..},~g..!..8 69 •81..........................................
Additional debits not shown in account:
(Indicate whether income or principal)
Income $~..l..~..~.~.::.:4.;?..
Principal
Income
$429,209.61
13,701.28
Total additional debits $:4.42.,..9.1JL,..6.~.
Additional credits not shown in account:
(Indicate whether income or principal)
Principal
Income
$11,924.43
6,776.32
Total additional credits $J.~..!.?..g.9...:..?..:?...
Balance for distribution Principal $.7..2.8..,..J..~.:il..,..~.~..
Income $J..2.,..~.Q..7...,..J.s..
Total $.z.4J.f..9..§..?..:.XZ .
,
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
See Balance for distribution as set forth in Supplemental to First and
Final which is attached hereto and made a part hereof.
'1
r
TR-2 REV.9-62•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION .
NO.63-71-749A
ESTATE OF CHARLES G.RONEY,DECEASED
SUPPLEMENT TO FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNJo<
TRUSTEE UNDER WILL FOR ROSA D.RONEY,NOW DECEASED,JOHN EDWIN
RONEY,DOROTHY R.CURTIS AND DAVID DUNLAP RONEY
No.34248-2
PITTSBURGH,PA.JUNE 15,1979
S U M MAR Y
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 4-9 760,894 00
Disbursements page 10-11 32,739 01
Balance 728,154 99
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 12-14 159,932 91
Disbursements Page 15 147,025 53
Balance 12,907 38
NET BALANCE 7.41,062 37
r -----
.,
CHARLES G.RONEY
TR·2·A REV.9·6
THE BALANCE CONSISTS OF THE FOLLOWING.:
PRINCIPAL -PERSONALTY
Bonds
Erie,PA Sere 70,7.000%
$10,000 due 7/15/84,ref.071580 10,359 70
Greenville,PA Mun.Auth.Wtr.Rev.52,
2.500%
$1,000 due 4/1/82 891 91
Greenville,PA Mun.Auth.Wtr.Rev.52,
2.500%
$2,000 dur 4/1/88 1,434 80
ILycomingCnty.,PA,6/15/69,5.900%
$10,000 due 6/15/84 10,161 40
Waynesboro,PA Area Sch.Dist.Auth.Sch
Rev.Sere 69,6.300%
$10,000 due 5/1/88,ref.120179 10,235 90 33,083 71
I
Stocks
American Home Products Corp.
150 shares,Com.3,975 00:
IAmericanTelephone&Telegraph Co.
266 shares,Com.15,561 00
Avon Products,Inc.
100 shares,Com.4,675 00
Beatrice Foods Co.
250 shares,Com.5,062 50 ,
Exxon Corp.
800 shares,Com.41,500 00
Gen.era1 Electric Co.
300 shares,Com.14,925 00
I
International Business Machines Corp.
360 shares,Com.27,675 00
International Paper Co.
391 shares,Com.17,643 88
Joy Manufacturing Co.
200 shares,Com.6,050 00
Merck &Co.,Inc.
100 shares,Com.6,437 50
.Mobil Corp.
228 shares,Com.17,214 00
Polaroid Corp.
100 shares,Com.3,112 50
Schlumberger,Ltd.
225 shares,Com.16,284 38
TRW,Inc.
200 shares,Com.7,200 00
-2-
......'''.,-.,......-
TR·2·A REV.9·62
.~.
CHARLES G.RONEY
Texas Instruments,Inc.
50 shares,Com.
union Pacific Corp .
200 shares,Com.
Mortgages
Ralph E.Canfield,et ux,Mtge.0245,
6.00%
Notes
Agmt.to Revive William Wayne &Nellie
Jackson,$2,812.00 Judgment Note havin
a balance of $1,439.71
K.E.&.,],ois .J~',.wr.ay..&~Louise A~::Mounts
$1,200.00 Installment Judgment Note
dated 3/21/68 @6%,balance of $161.14
Ralph &Viola Anderson,$870.79 Note
dated 11/16/64 ~riterest @6%
George H.&Marian McGary,$1,518.07
Note dated 1/19/62,interest @6%
Miscellaneous
Judgment in default against Joseph
Blazic and Mary Blazic
Cash
INCOME -PERSONALTY
Cash
-3-
3,950 00
13,075 00
929 00
90 42
547 21
164 28
204,340 76
1,249 04
1,730 91
1 00
240,405 42
487,749 57
728,154 99
!
12,907 38
741,062 37
----------------------------------------------,
I TR,2,A REV.9.62 CHARLES G.RONEY
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1979
May 30
Per First and Final Account filed
Additional Deposits~
Pittsburgh National Bank,Trustee under Will
of Charles G.Roney,deceased,for Rosa
D.Roney,now deceased,No.34249-0 -
Marital
The following assets transferred:
Common Funds
15,857 units Common Fund Tax Exempt
Investments of Pittsburgh National Ban
Bonds
$800 American Telephone &
Telegraph Co.,Deb.,8.750%
due 5/15/2000 860.00
$5,000 Bethel Park,PA 4.50%
due 11/1/84 4,650.00
$5,000 Bethel Park,PA Sch.
Auth.Sch.Bldg.Rev.,4.50%
due 8/1/89 4,475.00
$1,000 CoX~y,PA Are~s Sch.Auth.
Sch.Bldg.Rev.,3.550%
due 5/1/79 880.00
$10,000 Erie,PA Sere 70,7.00%
due 7/15/84 10,800.00
$1,000 Greenville,PA Muh.Auth.
Wtr.Rev.,2.50%due
4/1/82 745.00
$2,000 Greenville,FA Muh.Auth.
Wtr.Rev.,2.50%due 4(1/88 1,280.00
$5,000 Hempfield Un.Sch.Di~t.
Auth.Sch.Bldg.Rey.
Westmoreland Cnty·.Se;!:;'.70.,
due 7/1/90'5,450.00
113,989 48
331,684 39
$5,000 Lackawann~Cnty.PA,
4.00%due 7/1/82
-4-
-a.a -=-
CHARLES G.RONEY
TR·2.A REV.9·62
100 shares Pullman,Inc.,Com.3,885.00
200 shares Raytheon Co.,Com.6,379.50
200 shares R.J.Reynolds Indus-
tries,Inc.,Com.8,500.00
150 shares Schlumberger Ltd.,
Com.9,417.00
50 shares Texas Instruments
Inc.,Com.5,969.75 99,152 13
Mortgages
Ralph E.Canfield,et ux,6%1,352 28 I
Notes I
Agreement to revive William,
Wayne &Nellie Jackson
$2,812 Judgmenb·.Note having
a balance of $1,439.71 929.00
Kenneth E.,Lois J.,Wra,y C.,
and Louise A.Mounts
$12,00 Installment Judgment
Note dated 3/21/68,@6%,
:having a balance of $161.14 90.42
Ralph &Viola Anderson
$870.79 Note dated 11/16(64
6%547.21
George H.&Marian McGal;"Y'
$1,518.07 Note dated 1/19(62
@6%221.24 ;1,,787 87
Miscellaneous
Judgment in default against JOseph
Blazic &Mary Bla,zic 1 0.0.
329.,Q9J 76.
..
Cash 76.,19.6 86 405,29.4 62
736,9,79 01
Adjustment on carrying value oJ;th.e J;olloW-
ing securities to market value for the
purpose of making an equitable distri-
bution:
Increase -to market value as oJ;5/23(79
Stocks
266 shares American Tele-
phone &TelegraJ?h Co.,
Com.2,826..25
800 shares Exxon COl;"J?,
Com.3,750 .QO.
90 shares International
Business Machines CorJ?,
Com.2 ,6.82.5Q
-6-
...-==
·
CHARLES G.RONEY
TR·'2.A REV,9·6
200 shares Joy Manufacturing
CO.,Com.1,325.00
228 shares Mobil Corp.,Com.5,301.00
225 shares Schlumberger Ltd.,
Com.6,867.38
200 shares TRW Inc.,Com.2,700.00
200 shares Union Pacific
Corp.,Com.2,613.00
Bonds
$1,000 Greenville PA Mun.IAuth.Wtr.Rev.,2.50%Idue4/1/82 146.91
$2,000 Greenville PA Mun.
Auth.Wtr.Rev.,2.50%
due 4/1/88 154.80
28,366.84
Decrease -to market value as of 5/23/79
Stocks
150 shares American Home
Products Corp.,Com.1,339.75
100 shares Avon Products,
Inc.,Com.50.50
250 shares Beatrice Foods,
Co.,Com.1,716.25
300 shares General Electric
Co.,Com.4,762.50
391 shares International :Paper
Co.,Com.2,513.62
100 shares Merck &Co.,Inc.,
Com.842.00
100 shares Polaroid Corp.,
Com.936.00
50 shares Texas Instruments I
Inc.,Com.2,019.75
Bonds
$10,000 Erie PA Sere 70,
7.00%due 7/15/84 440.30
$10,000 Lycoming Cnty,PA
5.90%due 6/15/84 138.60
$10,000 Waynesboro FA Area
Sch.Dist.Auth.Sch.
Rev.Sere 69,6.30%due
5/1/88 264.10
15,02.3 .37
-7-
CHARLES G.RONEY
TR-2-A REV.9-l;i2
NET INCREASE
Assets Purchased
Short Term Investment Fund Personal
of Pittsburgh National Bank,as follows:
4/12/79 5,000.00
6/1/79 76,000.00
13,343 47
750,322 48
1979
Apr.16
Stock Splits
75 shares Schlumberger Ltd.,Common,receive
as a 3 for 2 stock split on 150 shares o 00
May 31 270 shares International Business Machines
Corp.,Common,received as a 4 for 1 stock
split on 90 shares
Gain on Sale and Conversion of Assets
o 00 o 00
1979
!May 1
24
24
Proceeds redemption $1,000 bonds
Corry PA Area Sch.Auth.Sch.
Bldg.Rev.,3.55%due 5/1/79
@100.00
Carrying Value
Net proceeds sale 125 shares
Burlington Northern Inc.,Com.
@48.50
Carrying Value
Net proceeds sale 500 shares Con-
solidated Natural Gas Co.,Com.
@37.125
Carrying Value
1,000.00
880.00
6,003.58
5,664.38
18,371.88
17,020.50
120 00
339 20
1,351 38
24 Net proceeds sale too shares Raytheon
Co.,Com.@42.875 8,482.71
Carrying Value 6,379.50 2,103 21
24 Net proceeds sale 200 shares R.J.
Reynolds Industries Inc.,Com.
@57.625
Carrying Value
11,418.61
8,500.00
31 Proceeds redemption 15,857 units
Common Fund Tax Exempt Invest-
ments of Pittsburgh National
Bank @7.322
Carrying Value
116,104.95
113,989.48 2,115 47
June 5 Proceeds sale $5,000 bonds Lack-
awanna County,PA,4%due
7/1/82 @92.167
Carrying Value
4,608.35
4,475.00,133 35
5 Proceeds sale $10,000 bonds Montour
PA Jt.Sch.Auth.Sch.Rev.Se.r.66,
4.35%due 12/1/84 @92.08 9,208.00
Carrying Value 8,900.00
-8-
308 0.0
CHARLES G.RONEY
TR·2·A REV.9·6,
5 Proceeds sale $5,000 bonds Moon
Sch.Un.Sch.Dist.Auth.,PA,
Sch.Bldg.Rev.,3.40~due 11/1/79
@98.076 4,903.80
Carrying Value 4,325.00 578 80
5 Proceeds sale $5,000 bonds West-
Mifflin Boro PA Sch.Auth.Sch.
Bldg.Rev.,3.650%due 12/1/83
@94.57 4,728.50
Carrying Value 4,125.00 603 50 10,571 52
Conversion of Assets Without Gain or Loss I
George H.and Marian McGary I
Payment on account principal
3/30/79 to 5/31/79 56.96
Reduction in Carrying Value 56.96 0 00
Proceeds sale Short Term Investment Fund
Personal of Pittsburgh National Bank @100,
as follows:
4/19/79 200.00
Carrying Value 200.00 0 00
;
5/1/79 2,800.00
Carrying Value 2,800.00 0 00
6/11/79 237,800.00
Carrying Value 237,800.00 0 00
1979
May 31 Ralph E.Canfield,et ux,Mortgage,
#0245 @6%
Payment on account principal 103.24
Reduction in Carrying Value 103.24 0 00 0 00
760,894 00
I
-9-
0.".'...._"•..~.•..."_....~.--..-
CHARLES G.RONEY
TR·2·A REV,9·6
DISBURSEMENTS
Per First and Final Account filed
Administrative Expenses
20,814 58
1979
Mar.22
Postage and insurance charges re sales of
securities
Paid 5/4/79 to 6/7/79
Pennsylvania Department of Revenue
1978 Pennsylvania Fiduciary Income Tax
7 29
18 18
22 Internal Revenue Service
1978 Federal Fiduciary Income Tax on
capital gains
Apr.16 Clerk of Orphans'Court Division
Filing this Account
May 31 Sherman H.Siegel
Attorney's fee
Reserve for postage,insurance,delivery
and reregistration charges
Pittsburgh National Bank
Trustee's Compensation
127 24
404 00
1,222 50
150 00
1,575 00 3,504 21
Loss on Sale and Conversion of Assets
1979
Apr.2
May 24
Proceeds sale $5,000 bonds Ross-
West View Sch.Auth.?A Sch.
Bldg.Rev.Sere 69,5.90%due
4/1/86,ref.4/1/79 @102.00
Carrying Value
Net proceeds sale 297 shares
Columbia Gas System,Inc.,Com.
as follows:
197 @27.625
100 @27.75
Carrying Value
5,100.00
5,150.00
5,371.02
2,738.90
8,109.92
8,167.50
50 00
57 58
24 Net proceeds sale 100 shares Pullman,
Inc.,Com.@31.625 3,124.39
Carrying Value 3,885.00 760 61
June
24
4
Net proceeds sale 312 shares
house Electric Corp.,Com.
@17.375
Carrying Value
Net proceeds sale $800 bonds
Telephone &Telegraph Co.,
8.75%due 5/15/2000
@95.75
Carrying Value
Westing-
5,340.47
9,906.00
l\merican
deb.,
758.00
860.00
4,565 53
5 Proceeds sale $5,000
Park PA,4.50%due
@90.879
Carrying Value
bonds Bethel
11/1/84
-10-
4,543.95
4,650.00 106 05
CHARLES G.RONEY
TR-Z-A REV.9-62
5 Proceeds sale $5,000 bonds Bethel
Park PA Sch.Auth.Sch.Bldg.
4.50%due 8/1/89 @83.76
Carrying Value
4,188.00
4,475.00 287 00
5 Proceeds sale $5,000 bonds Hempfie1d
Un.Sch.Dist.Auth.Sch.Bldg.
Rev.Westmoreland Cnty.Sere 70,
J.OO%due 7/1/90 ref.7/1/80
@102.992 5,149.60
Carrying Value 5,450.00
5 Proceeds sale $20,000 bonds Northampton
Cnty,PA Area Cmnty.College Auth.
Rev.Sere 69,6.875%due 12/15/86,
ref.12/15/79 @102.287 20,457.40
Carrying Value 21,700.00
5 Proceeds sale $10,000 bonds Pennsyl-
vania Commonwealth Sere V,5.70%
due 6/15/88 @98.305 9,830.50
Carrying Value 10,250.00
300 40
1,242 60
419 50
5 Proceeds sale $5,000 bonds Upper
Perkiomen PA Jt.Sch.Auth.Sch.
Rev.,4.20%due 12/1/2001
@68.421
Carrying Value
3,421.05
3,950.00 528 95 8,420 22
32,739 01
-••a
-11-_._-
-.
I
II
rHn.RT.R~~h'11'\11<Y
TR-2-A REV,9-6
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Per First and Final Account filed 146,231 63
Dividends
American Home Products Corp.,Com.
150 shares -6/1/79 56 25
American Telephone &Telegraph Co.,Com.I266shares-4/2/79 332 50
Avon Products,Inc.,Com.
100 shares -6/1/79 70 00
Beatrice Foods Co.,Com.
250 shares -4/2/79 75 00
Burlington Northern,Inc.,Com.
125 shares -6/1/79 56 25"
Columbia Gas System,Inc.,Com.
297 shares -5/15/79 181 17
Consolidated Natural Gas Co.,Com.I
500 shares -5/15/79 375 00
Exxon Corp.,Com.
800 shares -6/11/79 720 00
General Electric Co.,Com.
300 shares -4/25/79 195 00
International Business Machines Corp.,Com.
90 shares -6/11/79 309 60
International Paper Co.,Com.
291 shares -3/15/79 160 05
Joy Manufacturing Co.,Com.
200 shares -4/30/79 82 00
Merck &Co.,Inc.,Com.
100 shares -4/2/79 47 50
Mobil Corp.,Com.
228 shares -6/11/79 273 60
--Polaroid Corp.,Com.
100 shares -3/26/79 25 00
Raytheon Co.,Com.
200 shares -4/30/79 80 00
R.J.Reynolds Industries,Inc.,Com.
200 shares -6/5/79 19.0 0,0
Schlumberger Ltd.,Com.
150 shares -4/16/79 61 88
-12-
TR-2-A REV.9-62
CHARLES G.RONEY
TRW,Inc.,Com.
200 shares -3/15/79
Texas Instruments,Inc.,Com.
50 shares -4/23/79
Union Pacific Corp.,Com.
200 shares -4/2/79
Westinghouse Electric Corp.,Com.
312 shares -6/1/79
Interest -Bonds
American Telephone &Telegraph Co.,Deb.,
8.750%
$800 -2/23/79 to 6/11/79
Bethel Park,PA,4.50%
$5,000 -2/23/79 to 6/12/79
Bethel Park,PA Sch.Auth.Sch.Bldg.Rev.,
4.50%
$5,000 -2/23/79 to 6/12/79
Corry,PA Area Sch.Auth.Sch.Bldg.Rev.,
3.55%
$1,000 -2/23/79 to 5/1/79
Greenville,PA Mun.Auth.Wtr.Rev.,2.50%
$1,000 -2/23/79 to 4/1/79
Greenville,PA Mun.Auth.Wtr.Rev.,2.50%
$2,000 -2/23/79 to 4/1/79
Hempfie1d Un.Sch.Dist.Auth.Sch.Bldg.
Rev.Westmoreland Cnty.Ser.70,7.00%
$5,000 -2/23/79 to 6/12/79
Lackawanna Cnty,PA,4.00%
$5,000 -2/23/79 to 6/12/79
Lycoming Cnty,PA,5.90%
$10,000 -2/23/79 to 6/15/79
Montour,PA Jt.Sch.Auth.Sch.Rev.Ser.66
4.35%
$10,000 -2/23/79 to 6/12/79
Moon Sch.Un.Sch.Dist.Auth.PA Sch.Bldg.
Rev.Ser.63,3.40%
$5,000 -2/23/79 to 6/12/79
Northampton Cnty,PA Area Cnty.College
Auth.Rev.Ser.69,6.875%
$20,000 -2/23/79 to 6/12/79
PA Commonwealth Ser.V,5.70%
$10,000 -2/23/79 to 6/12/79
Ross-West View Sch.Auth.PA Sch.Bldg.Rev.
Ser.69,5.90 %
$5,000 -2/23/79 to 4/1/79
-13-
90 00
25 00
115 00
75 82
21 00
68 13
68 13
6 71
2 64
5 28
105 97
60 55
183 56
131 71
51 47
416.32
172 58
31 14
3,596 62
-a.a _fW
-------------------------
I
CHARLES G.RONEY
TR·2·A REV.9.62
Upper Perkiomen PA Jt.Sch.Auth.Sch.Rev.,
4.20%
$5,000 -2/23/79 to 6/12/79
Waynesboro,PA Area Sch.Dist.Auth.Sch.
Rev.Sere 69,6.30%
$10,000 -2/23/79 to 5/1/79
West Mifflin Boro,PA Sch.Auth.Sch.Bldg.
Rev.,3. 6 50%
$5,000 -2/23/79 to 6/12/79
Income -Common Funds
Common Fund Tax Exempt Investments of
Pittsburgh National Bank
15,857 units -2/28/79 to 5/31/79
63 59
119 00
55 26 1,563 04
1,781 31
Interest -Short Term Investments
Short Term Investment Fund Personal of,
Pittsburgh National Bank
$159,800 to ,3/31/79 1,388 09
200 to 4/19/79 1 00
I164,600 to 4/30/79 1,355 55
161,800 to 5/31/79 1,391 22
237,800 to 6/11/79 661 87 4,797 73
Interest -Mortgages
1979
May 30
Ralph E.Canfield,et ux,Mortgage,
#0245 @6%
to 5/31/79
Interest -Judgment Notes
George H.and Marian McGary
$1,518.07 to 5/31/79
Miscellaneous
Pittsburgh National Bank,Trustee under Will
of Charles G.Roney,deceased,for Rosa
D.Roney,now deceased,No.34249-0
Cash transferred
-14-
6 76
3 04
1,952 78
159,93291
CHARLES G RONEY·
TR·2·A REV,9-62
DISBURSEMENTS
Per First and Final Account filed 140,249 21
Administrative Expenses
1979
Mar.16 Pennsylvania Department of Revenue
1978 Pennsylvania Fiduciary Income Tax 26 42
Pittsburgh National Bank
Transaction charges on sale of Short Term
Investments
Paid 4/20/79 to 6/11/79 45 00 I
Trustee's Compensation 704 90 776 32 1
Distributions
1979
Apr.3 John Edwin Roney
Income distributions 2,000 00
I
3 Dorothy R.Curtis
Income distributions 2,000 00
3 David Dunlap Roney
Income distributions 2,000 00 6,000 00
147,025 53
SB/AB:jm
-15-
"
IN TIlE COURT OF CQM.DN PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE ESTATE OF
rnARLES G.RONEY,
DECEASED
)
)
)
)
)
WAIVER
NO.
TO:PITTSBURGf NATIONAL BANK,TRUSTEE UNDER WILL OF CHARLES G.RONEY FOR
ROSA D.RONEY
WE,PITTSBURGf NATIONAL BANK,Executor of the Estate of ROSA D.
RONEY,income beneficiary tmder the above trust·,do hereby waive an accOtmt-
ing of the income collected and disbursed by Pittsburgh National Bank prior
to and including the last statement furnished ROSA D.RONEY on December 22,
1978.
Dated at Pittsburgh,Permsylvania,this11J day of
~'1979.
Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
Suggested Decree of Distribution is submitted herewith separately which
is in conformance with the expressed wishes of the remainder distributees.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly §N.Q.:£D.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of hJ.§knowledge and belief•
.s.N.Q.x::.n to and subscribed before me
ThiS d.r2.!F..,=1~~avOf...;r.).J.P.:~~..~.1,(j6?..~
Signature of Offic/e.1........~.~.~....
M!-',·;."kr D.C:ES,NOTARY PUBLIC
Title of Officer P.1 SBU.RGli,..AI.I.EGH.fJI¥•.cgUUr.y..
MY COMMISSION EXPIRES JUNE 7.1980
Office expires ~.~.~~~r!.~~~~~X!~~~.i.~.~~~~~!~!!~~~f.N~t~r.(!'§..
,4
.,
'rtitton ~ur i\u~it
IN THE
ORP~ANSJ COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No of 196 .
ESTATE OF Cb.ar..l.e..§G...,R.Q.D.§y ..
FOR.Ro.s.a D Roney...
-nrrttm=-ntrnmlITmnt-life tenant
......?J.t:.t..§.p..~!:,gJ?:....N.9.:t:.~.9.~.9.:.!......~~.P.:~.........Trustee
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
S.Praecipe for those represented.
6.Brief-for any question of law raised.
....e.h.§.!:~9.:p.e..~.§.g.§.J.:..
Counsel for accountant.
~2
1--------------:---------------------------------ou...""'=Q.Iii
.{Form for Guardian or Trustee
................................................................................................................................
'rtition ~ur 1\ubit
11n iiJqr ®rpqun!i~Olnurt of lJusqingtnn aInunty
Estate of...9?;~E~~~..g.:~9.~.C;;¥..?p.~.<;:.C;;~.~.~.~...............Filed at No..'..~.:1l~1tt~.
Fiduciary ~.~.~.~.~.'?~!.8E ~.~.;.~.~.~~.!~.~.~~..
minor-incompetent-life tenant
Date of trust
or guardianship -!..~.~.~.~!.y...).~..t..).~.7..~..
If there have been former accounts
filed in this estate,list:
...
Place o~record Washington,PAofappoIntment ..
Reason for filing this account...~9.~~p..:~9.~~¥.~.~.C;;9.E:~~E~~!¥.??.~!.??.?..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court
with the nature of their interests are:'
Pittsburgh National Bank,Trustee Under Will of Charles G.Roney,Residuary Trust 100%
John E.Roney
David D.Roney
Dorothy R.Curtis
All of said parties have received notice as required by the Court Rules except as follows:
No exceptions
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
By Paragraph Sixth,I,A,2,the testator,Charles G.Roney,provided that upon the
death of his wife,the principal remaining in the Marital Trust shall be distributed
as the wife shall appoint and direct by specific reference to this general power of
appointment in her Last Will and Testament,whether to herself,her estate,her
creditors,or the creditors of her estate or otherwise.In default of such appoint-
ment or direction by the wife in her Last Will and Testament,the then remaining
principal of the Marital Trust shall be added to the Residuary Trust and such amount
so added shall be held in trust or distributed as if it had constituted the original
trust.
Rosa D.Roney died on February 22,1979 having first made her Last Will and Testament
dated May 15,1963 together with the Codicil dated May 15,1963 and October 2,1973
all of which have been duly admitted to probate at the office of the Register of
Wills of Washington County.A photocopy of the Will and Codicils of Rosa D.Roney
are attached hereto and marked as Exhibit B.Your petitioner respectfully submits
that Rosa D.Roney by her Will and the Codicils failed to exercise the power of
appointment given to her under the Last Will and Testament of her husband,Charles
G.Roney,and therefore pursuant to Paragraph Sixth,I,A,2,corpus of this trust
distributes to Pittsburgh National Bank as trustee under the Residuary Trust of
Charles G.Roney.Your petitioner has further distributed to itself by way of advance
distribution all of the assets remaining in this trust at the death of Rosa D.Roney,
credit for which is taken in a supplement to the First and Final Account,said supple-
ment being attached hereto and made a part hereof.
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
',10
Principal $4.Q.9..".7..§.~.~.§.f ..
Income $???..?..~..:.~.~..
Income $2,036.54
Total additional debits $..........??g~.?..54....................................
Additional credits not shown in account:
(Indicate whether income or principal)
Principal
Income
$409,768.62
8,710.95
Balance for distribution
Total additional credits
P · . I $-0-rlnClpa ..
I $-0-ncome .
Total $:::.0.::-..
$~1§..tJ±7..9...!.:?7....
If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
As hereto fore set forth,your petitioner has advanced to itself as trustee under
the Residuary Trust of Charles G.Roney,all of the assets formerly held by it
under the Marital Trust of Charles G.Roney.
<.
TR-2 RE\1.1)-62.,.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.63-71-749
ESTATE OF CHARLES G.RONEY,DECEASED
SUPPLEMENT TO .FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL BRN.-<
TRUSTEE UNDER WILL FOR ROSA D.RONEY,NOW DECEASED -MARITAL
No.34249-0
PITTSBURGH,PA.
SCHEDULE A
PRINCIPAL -PERSONALTY
MAY 29,1979
Receipts
Disbursements
l?age 2
Page 3-5
SCHEDULE B
427,882 0:
427,'8820:
o 00
INCOME _.PERS'ONALTY'
Receipts
Disbursements
P~ge.6-9
P~ge 10
B~l~nce
NET BALl\NCE
9.,043 8J
.'9',Q4383
o 00
o 00
CHARLES G.RONEY
TR-2-A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Per First and Final Account filed 427,882 03
-
Sale and Conversion of Assets'Without Gain
or Loss
Ralph E.Canfield et ux MOTtgage,
No.0245 @6%Payment onaccountPrincipal3/29/79 I
&4/26/79 204.9.3 IReductioninCaTryingVa,lue.204.9.-3 Q 00
I
Proceeds sale Short Term I'nvestment I
Fund PeTsonal of Pj.ttsburgh Na,t.i0nal
Bank @lOO,as follow's'::
5/1/79 4,000.00:
Carrying Value 4,00a.Oo~0 00
5/29/79 76,000.:00
Carrying Value 76.,000 .,O~O:0 00 0 00
..:427,.882 03
!
,
-2-
-
CHARLES G.RONEY
TR-2-A REV.9-62
DISBURSEMENTS
Per First and Final Account filed 18,113 41
1979
I Apr.16
Administrative Expenses
Clerk of Orphans'Court Divis'ion
Filing this Account 474 00
May 31 Sherman H.Siegel
Attorney's fee
Pittsburgh National Bank
Trustee.'s Com.pensation
Distributions
1,500 00
2,5000:0 4,474 001
1979
May 30 ,Pittsburgh National Bank,Trustee llnder the
,Will of Charles G.Roney,decea~ed,for
Ros'a D.Roney,now'deceased,John Edwi.n
Roney,Dorothy R.Curtis and Davi,d Dllni.a,p
Roney,No.34248-2
The following ass'ets:tra,nsferpe.d ~
Common Funds
1,587 uni.ts Com.mon.Fund Ta,x Exe;Illp.t,'::n.,...
vestments of Pi,ttspu;:r'gh.Na,tiQn~l,~:a,nJ<,
Bonds
$800A,mexi,can Tel.ephQn.e__&
Telegraph Co •.,Deb.8.,750%.
due 5/15/2000 8[0~QO
$5,00°Bethel Pa:rk,.l?l\,4 •.5 Q%.
due 11/1/84 4,650,00
$5,000 Bethel Park,.PA Sch.~
Auth..Sch.o Bldg ..Rey 0,4~,5Q_%.
due 8/1/89 4r475~nQ
$1,000 Corry,l?A..A,rea,s:Sch..
Auth.8ch.Bldg.R,ey.3,550_%.
due 5/1/79 88Q~QQ
$10,000 Eri.ePA Se.r.70".7~Oo.%.
due 7/15/84 ;L,Q,.800 0,QOe
$1,000 Greenvi.11ePA,Mun.•,A,llt,h.~.
Wtr.Rev.2.50%dlle 4/1/82 745~0_Q
$2,000 Greenvt.l1e PA Mun..Au t,h,t
Wtr.R,ev.2.50%due 4/1,/88 J,(280~Qa.
$5,000 Hempfield Un..Sch..Di;s\t.
Auth..Sch.Bldg.R,ev.we.s.t;-,
moreland Cnty.Ser.70,.dlle
7/1/90 5,4pO,OD
$5,000 LackaWanna,Cnty.PA
4.00%due 7/1/82'4,4750,00
-3-
lu
TR-2-A REV.9-62
l..
CHARLES G.ROT\TEY
$10,000 Lycoming Cnty,PA 5.90%
due 6/15/84 10,300.00
$10,000 Montour PA Jt.Sch.Auth.
Sch.Rev.Ser.66,4.350%
due 12/1/84 8,900.00
$5,000 Moon Sch.Un.Sch.Di~,t.
Auth.PA Sch.Bldg.Rev.Ser.63,
3.40%due 11/1/79 4,325.00
$20,000 Northampton Cnty.PA
Sch.Areas Community College
Auth.Rev.Ser.69,6.875%
due 12/15/86 21,700.00
$10,000 PA Commonwealth Ser.V.
5.70%due 6/15/88 10,250.00
$5,000 Ross-West View Sch.Auth.
PA Sch.Bldg.Rev.Ser.69,
5.90%due 4/1/86 5,150.00
$5,000 Upper Perkiomen ~A Jt.
Sch.Auth.Sch.Rev.66,4.20%
due 12/1/2001 3,950.00
$10,000 Waynesboro PA Area Sch.
Dist.Auth.Sch.Rev.Ser.69,
6.30%due 5/1/88 10,500.00
$5,000 West Mifflin Boro ?A Sch.
Auth.Sch.Bldg.Rev.66,
3.650%due 12/1/834,125.0'0
Stocks'
150 shares American Home Pr0duct~
Corp.,Com.5,314.75
100 share~Avon P:r;-oduct~,J,nc.,
Com.4,725.50
250 shares Beatrice Foods Co.,
Com.6,778.75
125 shares Burlington No:rthe.x;n
Inc.,Com.5,664.38
297 shares Columbia Ga~Sy~:telll
Inc.,Com.8,167.50
200 shares Consolidated Natu:r;-a1
Gas Co.,Com.4,925.00
40 shares International Bu~tne~s
Machines Corp.,Com.11,180.00
100 shares Internati.onal ?a,per
Co.,Com.6,917 "0.0
100 ~'hares Merck &Co.,I:nc.,
Com.7 ,279_.5-0
100 shares Polaroid Corp.,
Com.4,048.50
100 shares Pullman Inc.,Com.3,885.00
-4-
11,2,81,5 00
40
4.2
100
1,787 87
76,19686
329.,09.7 76:
221.24
Kenneth E.,Lois J.,Wray Cr."i
",&Louise A.Mounts
$1,200 Installment Judgment
Note dated 3/21/68 @6%having
a b1anace of $161.14 90.42
Ralph &Viola Anderson
$870.79 Note dated 11/16/64
@6%547.21
George H.&Marian McGary
$1,518.07 Note dated 1/19/62
@6%
Miscellaneous
JUdgment in default a,ga,ins·t Joseph
B1azic &Mary B1a,zic
Cash
.
.--
,
-
CHARLES G.RONEY
,
TR-2-A REV.9-62
200 shares Raytheon CO.,Com.6,379.50
200 shares R.J.Reynolds Indus-
tries Inc.,Com.8,500.00
150 shares Sch1umberger Ltd.,
Corn.9,417.00
50 shares Texas InstumentsIInc.,Com.5,969.75 99,152 13
Mortgages
Ralph E.Canfield,et ux,6%1,352 28
Notes
Agreement to revive Williams',
IWayne&Nellie Jackson
$2,812 Judgment Note having
a balance of $1,439.71 929.00
5,294 62
7,882 03
-5-
TR-2-A REV.9-62
CHARLES G.RONEY
RESTATED
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Income since 12/22/78,date of last State-
ment rendered Rosa D.Roney
Income collected and accrued to 2/23/79,
date of death of Rosa D.~oney .
Balance per Statement dated 12!22!78
Income -Common FUnds
Common Fund Tax Exempt ;rnve$.'tme.nts'of
Pittsburgh National B~nk
15,857 units -11/31/78 to 2/23!7~
Interest -Bonds
Bethel Park PennsylvanJ,a Sch..Autb.•
Sch.Bldg.Rev.4.50%
$5,000 -8/1/78 to 2/1/79
Hempfield Un.Sch..Dt.s,t.Auth..~ch.~alqg~.
Rev.Westmoreland Cnty.Se.;li.70~,7 ~00"%_
$5,000 -7/1/78 to i/2!7~
Erie Pennsylvania Ser.70,7.QO~
$10,000 -7/15/78 to 1/1S!7~
Lackawanna Cn ty.Pennsylva,n.;l::a,4 ~0.0%
$5,000 -7/1/78 to 1/1/79
Dividends:
American HOme Product~Corp"Cq~t
150 shares -.3!1!7~
Avon Products Inc.,Com.
100 shares -3/1!79
Beatrice Foods Co.,Com.
250 shares -1/2!79
Burlington North.ern Jnc.,Com~
125 shares -3/1/79
Columbia Gas Sys'tem Jnc.,Com ~
297 shares -2/15/79
tonsolidated Natural Gas Co.,CQ~.
200 shares -2/15/79
International BUS'iness Machines'C01;"p."Com.
40 shares -3/12/79
-6-
l,;I,2.sa
5.2.5~0
6.J 5.0..
56 2-5
;1,81,l,J
J,3J 6~a.
Io00
1,681 31
TR-2-A REV.9-62
CHARLES G.RONEY
Merck &Co.,Inc.
100 shares -1/2/79
Pullman Inc.,Com.
100 shares -3/14/79
Raytheon Co.,Com.
200 shares -1/26/79
Reynolds R.J.Industries Inc.,Com.
200 shares -3/5/79
Schlumberger Ltd.,Com.
150 shares -1/15/79
Texas Instruments Inc.,Com,.
50 shares -1/29/79
47 50
40 00
80 00
190 00
52 50
2500
I
1,145 02 1
Interest -Short Term Investm,ents
I
Short Term Investment Fund Personal of
Pittsburgh National Bank
$80,000 to 2/23/79
Interest -Mortgages
Ralph E.Canfield,6%
to 2/2/79
Interest -Judgm,ent Notes
George H.and Marian McGa.:ry
$1,518.07 to 2/23/79'
Income accrued and uncollected 1:,Q .2/:23('179_fdateofdeathofR;osa,D.,RQn~y'
American Telephone &Tele,g:ra.ph Co._"Deb~
8.750%
$800 -11/15/78 to 2/23(179:;1,9-0.6
Bethel Park,Pennsylva.n~,a.,4.5Q,%.
$5,000 -5/1/78 to 2/23/79 -In._QU
1,888 44
18 10
3 66
Bethel Park,Pennsylvanj:,a,$'ch..A.llth.$ch~,
Bldg.Rev.4.50%
$5,000 -2/1/79 to 2/23/]g..'.
Corry,Pennsylva,nla.Are.a.$ch.A.'Utb.~$ch:~
Bld9"Rev.3.55%'~l,OOO -l17l/78 to 2/23/79
Erie,Pennsylvania Ser.70,7.00%
$10,000 -1/15/79 to 2/23/79
Greenville Pennsylvania Mun.-Auth.Wtr •.
Rev.2.50%
$1,000 -10/1/78 to 2/23/79
Greenville Pennsylvania Mun.Wtr.Rev.2.5'0 %
$2,000 -10/1/78 to 2/23/79
-7-
;1,3 ..J 5-.
11:.04
]3 89
9__86:
-----~---------------------------------------.
CHARLES G.RONEY
TR-2-A REV.9-62
L
Hempfie1d Un.Sch.Dist.Auth.Sch.Bldg.
Rev.Westmoreland Cnty,Ser.70,7.00%
$5,000 -1/1/79 to 2/23/79
Lackawanna County Pennsylvania 4.00%
$5,000 -1/1/79 to 2/23/79
Lycoming County,Pennsylvani~5.90%
$10,000 -12/15/78 to 2/23/79
Montour Pennsylvania Jt.Sch.Auth.•Sdt.
Rev.Ser.66,4.350%
$10,000 -12/1/79 to 2/23/79
Moon Sch.Un.Sch..Dis,t.l\uth.?enn.~Y'lva,n;i:,a,
Sch.Bldg.Re~.Ser.63,3,40%.
$5,000 -11/1/78 to 2/23/79
Northampton County,Pennsylva,ni,a,A;r;-ea,
County'College Auth.H;ev.Se~..6:9.,6.8]5%.
$20,000 -12/15/78 to 2/23/]i
Pennsylvania Commonwea,lth.Ser.V.5.70%.
$10,000 -12/15/78 to 2/2.3/79c
Ros's-West View'Sch.Auth,Pe.rin.$'Y\lva,n.;i:,a,
Sch.Bldg.~ev.Ser.6~,5.~0%
$5,000 -10/1/78 to 2/23/]~
Upper Perkiomen Pennsylva,nia,J,t.S:ch.•.A1Jt,h,~
Sch.Rev.4.20%~.
$5,000 -12/1/78 to 2/2.3/79"
Waynesboro Pennsy1vani,a,A,',!{ea,Sch.~Dt:$:t,~Allt.b
Sch..Rev.Ser.69,6.30%.'
$10,000 -.11/1/78 to 2t2.3~],9:..
West Mi,ff1in Boro Pennsylva,n;i:.a,S'ch~Allth~,
Sch.Bldg.Rev.3;650%
$5,000 -12/1/78 to 2}23/39_
Income s'ince 2/23/79,da,te ofdea,thQf~Q~;~
D.~oney'
P;t.v;i:~dends
Intern~tiona1 Paper Co."Corn,.
100 shares -3/15/79
Income -Common Funds
Common Fund Tax Exempt ::r:nvestm.ents Q,f
Pittsburgh N~tional Bank
15,857 units -,2/23/79 tp 2/28!Pt
Interest -Mortgages
Ralph E.Canfield et ux Mort.ga,ge.,,#0245 @6..%_
to 4/6/79
Interest -Judgment Notes
George H.and Marian McGary
$1,518.07 -2/23/79 to 2/28/79
-8-
50 56
28 89
111 44
52 89..
;1,0.]6J
4]83~
,·,4;1;57,
55.0.0..
2.3_36.:.
22
),,,329 33
6.!!803 36
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CHARLES G.RONEY
TR-2-A REV.9-62
Interest -Short Term Investment;;
Short Term Investment ',Fund Personal of
Pittsburgh National Bank
$80,000 -2/23/79 to 4/30/79 1,473 27
76,000 to 5/29/79 589~72 2,240 47
.9,043 83
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-9-
TR-2-A REV.9-62
1979
Feb.1
Mar.1
CHARLES G.RONEY
DISBURSEMENTS
Disbursements to 2/23/79i date of death of
Rosa D.Roney
Administrative Expenses
Pittsburgh National Bank
Annual charge for servtcing thxee lOans
1979 Washington County Personal ~roperty
Tax for period 1/1/79 to 2/23/79
Pittsburgh National Bank
Trustee's Compensation
26 84
21 41
408 20.
I
456 451
1979
Mar.29
1979
May 30
AB/SB:jm
I Distributions
Pittsburgh National Bank,Executor o~the
Estate of Rosa D.Roney,No.38335-·9
Net income accrued and collected to
2/23/79,date of death
Disbursements since 2/23/79.,da,te o;Edea,th.·
of Rosa D.Roney
Administrative Expens:es
1979 Washington County';E'ers'ona,l Rropertx'Ta,~
for period 2/23/79 to 12/31/7~
Paid 3/1/79 . ".
Pittsburgh National Ba.nk.
Transact.ion charges:on g'a,les o~~hQrt 're;t{~
Investments
Paid 5/3/79 &5/3a/7~
Trustee's Compens'a.ti.on
Distributions
Pitts'burgh National Bank,Tp..us:te.e l.ln.qex the:
Will of Charles'G.Roney',dece.a,~.d fQX
Rosa D.Roney',now dece.a,sed~JiQhn Edwi:n
Roney,Dorothy'·R.Curti,s.'and Da,vi:d DunJ,a,p.
Roney,No.34248-·2 ..
Cash transferred
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;1,34 43
6',80J 36
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CODICIL :')0.2
I,ROSA D.RONEY,of the Borough of Claysville,
Washington County,Pennsylvania,do her~by make and publish this
as Codicil No.2 to my Last Will and Testament dated May 15,1963.
FIRST:I hereby revoke ITEM FIFTH of my said Will
including Subparagraphs A,B,C and D.
SECOND:I hereby revoke Codicil No.1 to my said
Will dated May 15,1963.
In all other respects I hereby ratify and confirm
my said Wirl dated May 15,1963.
IN tiITNESS ~'1HEREOF,I have hereunto set my hand and
seal this 2nd day of October,1973 •
.Jf~92J:·I(~~ISEAL)
I ,.-Signed,sealed,published and declared by the abovenam~d,ROSA D.
RONEY,as and for Codicil No.2 to her Last Will and Testament,
'in the presence of us who have hereunto subscribed our names at
her request as witnesses ther~)p'in the presence the said
Testatrix and of each other.V
.~.pV WITNESS
(~}71 0 "".,o..-,.;±=/SoL)WITNESS
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.'"Slgned~scaled,published and decln.-ed by the above named Tostatrlx,
Rosa D.noney,as and tor her CodicU !~o.1 to r.er Last 1'Till and Tesw..ent,
'.',
,i"",1n the presence 'of us,who at har requesii,'in ber presence am in the
',.pr~ence of each other,have hereunto subscribed our names as witnesses•.. .'.
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,LAST WILL AND TESTA..~"'T
'I.ROSA D.ReNE.'Y.of Washington County,PennsylvAnia,being ':
of sound mind and memory do make,publ1~h and declare this my Last Will
and Te8t~nt.hereby revoking and declaring null and void any and all
Wills and Codicils by me at any time heretofore made.
,'.~.
FIRST:I direct my Executor to pay my just debts,the
'expenses of my last illness and ~funeral expenses.
SECOND:I give and bequeath all my jevelry,automobiles,
clothing and other purely personal effects,as well as such household
goods and equipment which I may own.to my husband.CHARLES G.RONEY,
if he survives me.
In the event ~J husband fails to survive-me,I give
and bequeath the aforesaid items to my then liVing children,to be dis-
tributed among them as they shall mutually agree,or in the absence of
such agreement,as my Executor,in its sole discretion,shall d~em advis-..
able,making such distribution in as nearly equal shares as possible.
THIRD:I give and bequeath the sum of Five Hundred (~500.00)
Dollars to the UNITED ~~STIAN MISSIONA.~SOCIETY.222 South Downey Avenue,
Indianapolis 7,Indiana,to be used for its general purposes.
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I give and bequeath the sum of Two Hundred ($200.00)
))ollar8 to the CLEVELAtm CHlUSTIAN nQ.'1E FOR CHILDREN,11401 Lorain Avenue,
Cleveland 11,Ohio,to be used for its general purposes.
rInRl I give and bequeath the sum of Three Thousand ($3,000.00)
Dol1aro to 'III'f daughter,DOaoTHY R.CURTIS,as Trustee under the following
A.My Trustee shall hold·the principal of the Trust for
the use and benefit of my sister,MARY MUEITJtR.and shall pay to her,or for
her benefit.the net income therefrom,in installments convenient to her,but
not less frequently than annually,for and during her lifetime,together
With so much of the principal thereof a8 my Trustee,in her 80141 di8cre~ion,
deems adVisable.from time to time,for the comfort.maintenance and support
of mJ siater,and to aid·her in the event of any circumstance or con~ition
Affectins her wherein money is needed.
B.Upon the death of my sister.MARY MURLLER.during the
period of this Trust for her benefit.or upon my death in the event my sister
iailsto survive me,the principal of the Trust,as it is then constituted,
ohal1 be paid and distributed to my children.DORO'IHY i..CURTIS,JOHN EDWIN
. ..
BONEY e and DAVID :p.RONEY.in equal shares.In the event any of rt!1 afore-
named children is not then living,his or her equal ahare shall be paid and
distributed to his or her then liVing issue.per stirpes.subject,however,...
to the m1nority provisions hereinafter set forth.
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While in the handa of my Trustee,neithe~the principalc.
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Dor tha income of the Trust shall be Uable for tbedebts of ta'f sister~
.MARY MUELLER,nor shall the same be subject to seizure or attacb:nant 1>"any
oreditor of my said slster under any writ or proceeding at law or in equity
ancl my 81ster shall have 'no power to sell.assign,encumber or in any manner
to antlcipate or dispose of her interest 1n the Txust or in the income
,.produced thereby.
•D.,In addition to those powers granted Trustees by law,I
hereby grant to my Trustee all thosepowe~s given rq Executor under the
prov1slona of Paragraph SEVE~~H below•
SIXTHz'.All the rest,residue and remalnde~of ta'f estate,of
whatsOQver kind and ~resoever situate,I give,devise and bequeath to my
ohildren,DOROTHY R.CURTIS,JOHN ED"..IIN RONEY,and DAVID D.B.ONEY,in equal.-_.
shareo.In the event any of ttr'J aforen.amed children is not then living,his
or her equal share shall be paid and distributed to his or her then living
issue,pe~8tirpes,subject,however,to the m1nority provisions hereinafte~
set forth,or in default of issue then surviving such deceased child,the
same shall be added in equal amounts to the shares distributable to my other
nforenamed children,or their issue as the.case may be,to be distributed
as though an original part thereof.
SEVENTH:In addition to the powers conferred by law,my
Executor shall have the following discretionary powers:
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A.%0 retain aa part of my estate any property received
hereunder.without any'duty of diversification.and which shall specif!-
.cally includa any stock which I ma.y own at my death in PInSBURGH
NATIONAL lANK.
B.To invest and reinvest the principal of my estate in
ouch stocks,bonds mortgages securities or other ,property real or per-
conal without being limited to the classes of securities or investments
in which fiduciaries are by law authorized to invest funds.
c.%0 sell.exchange.lease encumber,option or otherwise
dispose of all or any portion of ray estate,real or personal.in such manner
alid upon such terms and conditions as shall be deemed advisable,and to
make execute and deliver deeds mortgages leases assigmnents and other
do~nts necessary to ef;ectuate any powers herein granted an~which shall
opecifically include the authority to grant leases extending beyond the per-
10d authorized by lave
D.'%0 make distribution of my estate in kind,in cash,
or partly in kind and partly in cash and to this end,allocation of
Llssets in kind shall be in the sole discretion of my Executor.
EIGRrlh I direct my Executor to pay out of the principal
of my residuary estate all Federal Estate,State Inheritance,Estate.and
Succession Taxas imposed upon or with respect to my estate or any
property in which I may have an interest.including any property not
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forming a part of my testacentary estate but included in ~gro3s estate
for tax purposes,except any property over which I have a taxable power of
appointment in the event it shall be held that I have not exercised s~cb -
power of appointment in this Will,at such times and in such manner as my
Executor in his sole discretion shall deem advisable,and no such taxes
or any portion thereof so paid shall be collected from or paid by ariy other
person,persona or corporations by way of re1mburse1IOQnt,proration.
apportionment or otherwise.
-BOOB:I name and appoint elY'husband,CHARLES G.R.ONEY,
Executor of thiS,my Last Will and Testament.In the event my hUGband,
eltherat the tima of my death or thereafter should be unwilling or
unable to serve for any reason,I nama ~appoint PIttSBURGH NATIONAL
BANK a8 Executor 1n his stead with all rights,duties,powers and respon-_
aibl1ities as if it had been originally named Executor hereunder.
No 1ndividual fiC:uciary shall be required to
P08t bond or any additional security in any jurisdiction in which
such fiduciary s~all be reqUired to serve.
I appoint pmStu~NA'.tICl-lAL BA1:K as Guardian of
any property which passes to a minor and with respect to which I am
authol~zed to apP91nt a Guardian ~nd have wot otherwise specifically doce
so,granting it in this capacity the power to agree to any distribution
of the said property that it aaems adVisable;the power to retain any
property,raal or personal,rsc~1vedby it in kind and the power and
authority to .ellthe same upon such terms and conditions as it believes
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advisable,giving good title to any real estate thus sold;and the power
and authority to invest in such stocks bonds and/or othor investments it
deems advisable without being 11::itcd to tho~Q investments in which
SUFd1a.ns are by law required to invest minors'funds;and the power andI.
authority to disburse to or for the benefit of the minor wards so much.of
.the income and the principal of the minor'.ahare of the said property·a8
it,in ita 80le d!scretion,deems advisable for the minors comfort
maintenance support and complete education.including preparatory,college .
and post graduate or professional train1ng,and to aid the minor in the
event of any illness,injury or other emergency affecting the minor wards
"herein money ia needed..Any disburselOOnta hereinabove authorized may be
made to the parent,guardian or such other person aa may have custody of
the person of that minor at the time such payu-.ent8 are made without
liability on the part of PI1TSBURGH NATIONAL BANK to ace to the application
of said payments by the payee and the receipt of .any such person shall
be a full acquittance of pmSBURGH NATIONAL BANK aa to any amount so paid.
19.,&.
WITNESS mi hand and seal this 15th day of Hay ,-------
.../s.....I_Ro_s_a_D_._Ro_n_e...y (SEAL)
Signed,sealcd,published and declared by the above named
.testatrix,ROSA D.RONEY,as and for her Last Will and Testament,
in the presence of us,who at her request,in her presence and in the
prese.nee of each othar,have hereunto subscribed our nc:c:es as witnesses
lsI SheIT.an H.Siegel
Ls /~.:a!,ga-:'et Bails
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'.1ashington,Pennsylvania
Address
Eighty-Four,Pennsylvania
Address
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Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
As heretofore set forth,your petitioner has advanced to itself as trustee under
the Residuary Trust of Charles G.Roney,all of the assets formerly held by it
under the Marital Trust of Charles G.Roney.
I .
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
ASS'T.VICE PRESIDENT
~lnSBURGH HATlONAL BAnn
The above nwne?,FJduciary or representative thereof,
b~ing duly?~.doth depose and say that the
facts set for~!n the foregoing petition are true to the
best of...':::d:L:12 knowledge and belief.
~and subscribed belore me '1 'J
This....",}...""....day Ol.tl.,,~.....rt.~....,
Signature 01 OIIiee ""l.0'y..Lf.4.,..)
••MA RET D.GrES,NOTARY PUBLICTItleofOffIcer·····..········..·'P1 SBU'R'GH.;.A[[EGHUlV..C.aurn .
MY COMMISSION EXPIRES JUNE 7,1980
Office expires .Membar.;Penn~lyiIDfaA&sooiatjonofoNot••...•..•.
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'rtitinu 3'ur i\ullit
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No of 196 ..
ESTATE OF......g);u~lJ;:l§.§.....G.~.....RQ.n~y.".....P..~.£§.?.~§.~
FOR.R..Q§.?P..•.....R.Q.l}§y.M?..r:t.t.g,l J)::.Y.§..t .
minor-incompetent-life tenant
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
S.Praecipe for those represented.
6.Brief-for any question of law raised.
....................................................................................................................................
Counsel for accountant.
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80839-7
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF
CHARLES G.RONEY a/k/a
CHAS.G.RONEY,
DECEASED
NO.63-71-749
SUPPLEMENTAL PETITION FOR DISTRIBUTION
To the Honorable Paul A.Simmons,Presiding Judge:
The supplemental petition of Pittsburgh National Bank,
executor of the estate of Charles G.Roney,respectfully represent
The First and Final Account of your petitioner was
audited before your honorable court at the September session
1973.It was requested that a Schedule of Distribution be sub-
mitted to the court in accordance with the Petition Sur Audit,
advising the court of the preference of the residuary legatee,
to wit,Pittsburgh National Bank,concerning the allocation of
assets between the marital deduction trust and the residuary
trust,as set out in the will.
In conformance with the court's request,your petitioner
respectfully submits a Second Supplement to the First and Final
Account bringing down to date the transactions in the account,
said supplement being attached hereto and made a part hereof.
Your petitioner further respectfully submits its suggested and
proposed Schedule of Distribution.
WHEREFORE,your petitioner prays that an adjudication
and decree be entered in accordance with the terms of the will
and in accordance with the proposed schedule.
ASS'T.VIC RESIDENT
ITTSBURGH UATlODAl BAnK
(.
,/
TR-2 REV.2-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF CHARLES G.RONEY A/K/A CHAS.G.RONEY,DECEASED
SECOND SUPPLEMENT TO FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNK
EXECUTOR
NO.80839-7
PITTSBURGH,PA.NOVEMBER 23,1973
SUM MAR Y
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 7 to 12 $1,000,914.27
Amount transferred from
Principal-Realty 7,500.00 $1,008,414 27
Disburs ements Page 13 252,504 20
Balance $755,910 07
SCHEDULE B
INCOME -PERSONALTY
Receipts Pages 14 to 17 $98,475.15
Amount transferred from
Income-Realty 929.25 $99,404 40
Disbursements Page 18 10,856 68
Balance 88,547 72
SCHEDULE C
PRINCIPAL -REALTY
Receipts Page 19 $9,163 00
Disbursements Page 19 $1,663.00
Amount transferred to
Principal-Personalty 7,500.00 9,163 00
Balance 0 00
SCHEDULE D
INCOME -REALTY
Receipts Page 20 $1,636 70
Disbursements Page 20 $707.45
Amount transferred to
Income-Personalty 929.25 1,636 70
Balance 0 00
NET BALANCE $844,457 79
TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
Allegheny County Peoples Bridge,
Series 33 D,2.125%due 3/1/76 $
$1,000 Par
Bethel Park Borough Tax Free,Series
1966 Allegheny,4.50%due 11/1/84
$5,000 Par
Bethel Park School Auth.,Sch.Bldg.
Rev.,Series 66,4.50%due 8/1/89
$5,000 Par
Catasauqua Hanover Union School Dist.
Auth.Sch.Rev.,Series 70,6.50%
due 3/15/79
$10,000 Par
Corry Area School Auth.School Bldg.
Rev.,Series 63,3.55%due 5/1/79
$1,000 Par
Erie City Improvement,Series 70,
7.80%due 7/15/84
$10,000 Par
Greenville Municipal Auth.,Water Rev.,
Series 52,2.50%due 4/1/82
$1,000 Par
Greenville Municipal Auth.,Water Rev.,
Series 52,2.50%due 4/1/88
$2,000
Hempfield Union School Dist.Auth.,
School Bldg.Rev.,Series D,7.00%
due 7/1/90
$5,000 Par
Lackawanna Co.General Obligation,
Series 66,4.00%due 7/1/82
$5,000 Par
Lititz Area School Auth.,School Rev.,
Series 69,6.50%due 6/15/89
$10,000 Par
Lycoming Co.General Obligation Bldg.,
Series 69,5.90%due 6/15/84
$10,000 Par
Montour Joint School Auth.,School
Bldg.Rev.,Series 66,4.35%due
12/1/84
$10,000 Par
Moon School Union School Dist.Auth.
School Bldg.Rev.,Series 63,3.40%
due 11/1/79
$5,000 Par
Northampton Co.Area Com.Call.Auth.
College Rev.,Series 69,6.875%
due 12/15/86
$20,000 Par
Pennsylvania Commonwealth,Series V,
5.70%due 6/15/88
$10,000 Par
- 2 -
915 00
4,650 00
4,475 00
10,500 00
880 00
10,800 00
745 00
1,280 00
5,450 00
4,475 00
10,250 00
10,300 00
8,900 00
4,325 00
21,700 00
10,250 00
L
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CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-6
Ross West View School Auth.,School
Bldg.Rev.,Series 69,5.90%
due 4/1/86 $5,150 00
$5,000 Par
i Suburban Erie Bui lding Auth.,School
Bldg.Rev.,Series 70A,6.60%
due 11/1/81 10,350 00
$10,000 Par
Upper Perikomen Joint School Auth.
School Rev.,Series 66,4.20%
due 12/1/2001 3,950 00'
$5,000 Par
Waynesboro Area School Dist.Auth.
School Rev.,Series 69 ,6.30%
I due 5/1/88 10,500 00 I
$10,000 Par IWestMifflinBoraSchoolAuth.School
Bldg.Rev.,Series 66,3.65%
due 12/1/83 4,125 00
$5,000 Par'
American Telephon~&Telegraph Co.,
Deb.Reg.,8.75%due 5/15/2000 1,720 00 $145,690 00$1,600 Par
I Stocks
American Brands Inc..
I 400 shares Common $14,300 00
American Telephone &Telegraph Co.
566 shares Common 27,997 25
Baltimore Gas &Electric Co.,8.75%
10O:shares Cum.Pfd.11,050 00
Borg Warner Corp.
200 shares Common 4,275 00
I Columbia Gas Inc.System
297 shares Common 8,167 50
Consolidated Natural Gas Co.
200 shares Common 4,925 00
Continental Can Co.,Inc.
104 shares Common 2,457 00
Crane Co.,3.75%
150 shares Cum.Pfd.6,150 00
Duquesne Light Co.
700 shares Common 14,700 00
Duquesne Light Co.,8.64%
100 shares Cum.Pfd.10,900 00
Exxon Corp.
696 shares Common 65,685 00
First Dyna Corp.
106 shares Common 3,816 00
-3 -
.,
2,450 00
8,755 00
8,525 00
4,025 00
9,900 00
8,500 00
20,025 00
10,950 00
16,497 00
10,900 00
11,750 00
10,890 00
16,256 00 $43
- 4 -
TRW Inc.
484 shares Common
Tenneco Inc.
100 shares Common
Pennsylvania Power &Light Co.,8.40%
85 shares Pref.Pfd.
R.J.Reynolds Industries Inc.
200 shares Common
United States Gypsum Co.
200 shares Common
National Steel Corp.
300 shares Common
Philadelphia Electric Co.,8.75%
100 shares Pfd.
Pennsylvania Power &Light Co.,9.00%
100 shares Pfd.
Phillips Petroleum Co.
300 shares Common
Phelps Dodge Corp.
200 shares Common
Philadelphia Electric Co.
846 shares Common
Public Service Electric &Gas Co.,9.62
100 shares Pfd.
Westinghouse Electric Corp.
512 shares Common
.
,.
CHALRES G.RONEY A/K/A CHAS.G.,RONEY
TR-2-A REV.9-62
General Electric Co.
300 shares Common $19,687 50
General Motors Corp.
189 shares Common 10,418 63
International Harvester Co.
400 shares Common 10,300 00
International Paper Co.
591 shares Common 26,890 50
Jersey Central Power &Light CO.,8.12%
100 shares Cum.Pfd.9,700 00
I
I
Joy Manufacturing Co.I400sharesCommon18,900 00
Mobil Oil Corp.
408 shares Common 21 318 00
0,160 38
-
TR-2-A REV.9-621
CHARLES G.~ONEY A/K/A CHAS.G.RONEY
Mortgages
James R.Strope,et ux,6.00%$2,976 09
Ralph E.Canfield,et ux,6.00%7,143 66
I
Phillip E.Ewing,et ux,6.00%3,056 26
I Clarence E._Ewing,6.00%et ux,1,971 03
Samuel W.Carson,et ux,6.00%3,312 54
Ethel Lightnir Baxter,6.00%644 52
I
Stanley J.Shuba,et ux,6.00%1,297 22 I
IRaymondE.Fonner,6.00%1,005 68
Louis M.Matullo,et ux,6.00%2,399 64
John Shuba,et ux,6.00%3,279 77
Mary Miller,et con,6.00%11,643 10
Mary C.Miller,et con,6.00%2,824 80
Victor C.Pryor,et ux,6.00%3,640 37
I George A.Brock,et ux,6.00%1,564 86 $46,759 54
Miscellaneous
Court Agreement to revive James A.and
Shirley E.Bauer $2,900 Judgment Note ,
having a balance of $948.95 $811 73
Agreement to revive William Wayne and
Nellie Jackson $2,812 Judgment Note
having a balance of $1,439.71 1,003 83
Praecipe for Writ of Revival for Albert
and Evelyn L.Whiteman $1,082 Judgmen
Note having a balance of $593.29 458 67
Court Agreement to revive Robert W.and
Nancy M.Kuhns $2,165.70 Judgment Not
t having a balance of $1,980.67 980 17
Kenneth E.,Lois J.,Wray G.and Louise
A.Mounts $1,200,installment Judgmen ,
Note dated 3/2l/68 with interest at
6%,having a balance of $161.14 90 42
Richard and Mary C.Miller $3,000 Note
dated 8/5/66 having a balance of
$2,040.25 1,835 13
- 5 -
TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Ralph and Viola Anderson $870.79 Note
dated 11/16/64 with interest at 6%,
having a balance of $677.24
George H.and Marian McGary $1,518.07
Note dated 1/19/62 with interest at
6%,having a balance of $1,579.33
$595 21
1,233 21
Judgment in default against Joseph
B1azic and Mary Blazic
Miscellaneous
1 1964 Buick sedan
1 00 $7,009 37
I
500 00 I
$630,119 29
Cash 125,790 78
$755,910 07
INCOME -PERSONALTY
Cash
- 6 -
88,547 72
$844,457 79
TR·2·A REV.9.621
CHARLES G.RONEY A/K/A CHAS.G.RONEY
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Per Supplement to First and Final Account
filed $996,187 84
Adjustment in carrying value of the followi g
securities to market value as of 11/14/73
for the purpose of funding a marital
deduction trust:
Increase -
Bonds
Allegheny Co.Peoples Bridg~Series
33 D,2.125%
$1,000 due 3/1/76 $25.00
Bethel Park Borough Tax Free
Series 1966,Allegheny Co.
4.50%
$5,000 due 11/1/84 250.00
Bethel Park School Auth.School
Bldg.Rev.,Series 66,4.50%
$5,000 due 8/1/89 275.00
Corry Area School Auth.,
School Bldg.Rev.,Series 63
3.55%
$1,000 due 5/1/79 30.00
Erie City Improvement,
Series 70,7%
$10,000 due 7/15/84 50.00
Greenville Municipal Auth.
Water Rev.,Series 52,2.50%
$1,000 due 4/1/82 25.00
2,000 due 4/1/88 80.00
Lackawanna Co.General ObI.
Series 66,4%
$5,000 due 7/1/82 225.00
Montour Joint School Auth.,
School Bldg.Rev.,Series 66
4.35%
$10,000 due 12/1/84 450.00
- 7 -
I TR-2-A REV.9-621
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Moon School Union School Dist.
Auth.,School Bldg.Rev.,
Series 63,3.40%
$5,000 due 11/1/79 $175.00
Northampton Co.Area Com.
Call.Auth.,College Rev.,
Series 69,6.875%
$20,000 due 12/15/86 100.00
Pennsylvania Commonwealth,
Series V,S.70 %
$10,000 due 6/15/88 50.00
Upper Peckiomen Joint School
Auth.,School Rev.,Series 66
4.20%
$5,000 due 12/1/2001 250.00
West Mifflin Bora School Auth.
School Bldg.Rev.,Series 66
3.65%
$5,000 due 12/1/83 175.00
American Telephone &Telegraph
Co.,Deb.Reg.,8.75%
$1,600 due 5/15/2000 16.00
Stocks
100 shares Baltimore Gas &
Electric,8.75%Cum.Pfd.50.00
100 shares Philadelphia Electric
Co.,8.75%Pfd.350.00
100 shares Public Service
Electric &Gas Co.,
9.62%Pfd.
400 shares American Brands
Inc.,Common
50.00
700.00
566 shares American Telephone &
Telegraph Co.,Common 212.25
297 shares Columbia Gas System
Inc.,Common 445.50
696 shares Exxon Corp.,
Common 3,828.00
300 shares Gen~ral Electric
Co.,Common 1,950.00
591 shares International
Paper Co.,Common 591.00
- 8 -
~
I
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV,9-621
400 shares Joy Manufacturing Co.,
Common $4,400.00
!
i 300 shares Phillips Petrol-
I
i eum Co.,Common 3,712.50
100 shares Tenneco Inc.,
Common 300.00
$18,765.25
Decrease -
I
,I
Bonds I
Catasaqua Hanover Union School
Dist.Auth.,School Rev.
Series 70,6.50%
$10,000 due 3/15/79 $50.00
Lititz Area School Auth.
School Rev.,Series 69
6.50%
$10,000 due 6/15/89 50.00
I Lycoming Co.General Ob 1.
Bldg.,Series 69,5.90%
$10,000 due 6/15/84 50.00
Suburban Erie Bldg.Auth.
School'Bldg.Rev.,Series
70 A,6.60%
$10,000 due 11/1/81 50.00
Waynesboro Area School Dist.
Auth.,School Rev.,Series
69,6.30%
$10,000 due 5/1/88 50.00
Stocks
150 shares Crane Co.,3.75%
Cum.Pfd.150.00
100 shares Jersey Central
Power &Light Co.
8.12%Pfd.100.00
85 shares Pennsylvania Power -&Light Co.,8.40%Pfd.85.00
100 shares Pennsylvania Power
&Light Co.,9.00%Pfd.200.00
200 shares Borg Warner Corp.,
Common 425.00
-9 -
..
TR-2-A REV.9-6
CHARLES G.RONEY A/K/A CHAS.G.RONEY
200 shares Consolidated Natural
Gas Co.,Common $200.00
104 shares Continental Can
Co.,Common 117.00
700 shares Duquesne Light Co.,
Common 612.50
106 shares First DYNA Corp.
Common
189 shares General Motors
Corp.,Common
400 shares International
Harvester Co.,Common
212.00
1,748.24
3,150.00
408 shares Mobil Oil Corp.,
Common 2,754.00
300 shares National Steel
Corp.,Common 337.50
200 shares Phelps Dodge Corp.,
Common 900.00
846 shares Philadelphia Electric
Co.,Common 211.50
200 shares R.J.Reynolds
Industries Inc.,Common
484 shares TRW Inc.,
Common
200 shares United States
Gypsum Co.,Common
500.00
1,089.00
75.00
1973
Sept.25
512 shares Westinghouse Electric
Corp.,Common 960.00
$14,076.74
NET INCREASE
Gain on Sale of Assets
Proceeds sale 846 rights Philadelphia
Electric Co.,Common,sold 9/18/73
@ 0.044819 .$37.92
Reduction in carrying value
of stock 0.00
-10 -
$4,688 ~l $1,000,876 35
37 92
$34.98
34.98 $'
,TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Conversion of Assets Without Gain Or Loss
Payments account principal of the following
mortgages:
Ethel Lightner Baxter,6%
9/11/73 to 11/14/73
Reduction in carrying value o 00
George A.Brock,et ux,6%
10/16/73 to 11/14/73
Reduction in carrying value
Ralph E.Canfield,et ux,6%
I 9/11/73 to 11/7/73
Reduction in carrying value
Samuel W;Carson,et ux,6%
10/17/73 to 11/7/73
Reduction in carrying value
Clarence G.Ewing,et ux,6%
9/5/73 to 10/24/73
Reduction in carrying value
Phillip E.Ewing,et ux,6%
9/25/73 to 11/16/73
Reduction in carrying value
Raymond E.Fonner,6%
10/17/73 to 11/13/73
Reduction in carrying value
Louis M.Matu110,6%
9/5/73 to 10/30/73
Reduction in carrying value
Mary C.Miller,et con,6%
9/11/73 to 11/13/73
Reduction in carrying value
Mary Miller,et con,6%
9/11/73 to 11/13/73
Reduction in carrying value
Victor C.Pryor,et ux,6%
10/12/73 to 11/16/73
~duction in carrying value
John Shuba,et ux,6%
9/11/73 to 11/21/73
Reduction in carrying value
Stan1ey.J.Shuba,et ux,6%
10/23/73 to 11/16/73
Reduction in carrying value
James R.Strope,et ux,6%
9/21/73 to 11/19/73
Reduction in carrying value
-11 -
$95.58
95.58
$220.63
220.63
$225.18
225.18
$233.09
233.09
$177.38
177.38
$103.87
103.87
$103.96
103.96
$332.02
332.02
$199.77
199.77
$183.55
183.55
$195.15~!
195.15
$99.55
99.55
$74.61
74.61
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
o 00
I
1O!.1J1&=•:-.._.
i
.
CHARLES G.RONEY A/K/A G-IAS.G.RONEY
TR-2-A REV.9-62
Payments account principal of the following
Judgment Notes:
Robert W.and Nancy '},-1,Kuhns,6%
9/24/73 $128.24
Reduction in carrying value 128.24 $ 0 00 I
George H.and Marian McGary,6%
9/14/73 to 10/30/73 $41.09
Reduction in carrying value 41.09 0 00
Richard and Mary C.Miller,6%
9/5/73 to 11/7/73 $23.25
Reduction in carrying value 23.25 0 00
I
William Wayne and Nellie Jackson,6%I10/24/73 $76.78
Reduction in carrying value 76.78 0 00
Albert and Evelyn L.Whiteman,6%
9/6/73 to 11/8/73 $59.11
Reduction in carrying value 59.11 0 00
Ralph and Viola Anderson,6%
11/14/73 $1.06
Reduction in carrying value .1.06 0 00 $ 0 00
I $1,000,914 27
I Amount transferred from Principal-Realty 7,500 00
I
$1,008,414 27
I
I
i
,,
-12 -
L
TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
DISBURSEMENTS
Per Supplement to First and Final Account
filed
Administrative Expenses
$251,880 05
56.00
$525.00
624 15
Patrono,Ceisler,Edwards &Pettit -
Refund of overpayment in sale of property
150 Church Street $
Pittsburgh National Bank -
Reimbursement for notary fee paid 9/13/73
I
Fees for closing real estate sales
150 Church Street
Vacant lot N.Main Street,
South Strabane Township
-13 -
42 40
o 75
581 00 11------1--
$252,504 20
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-621
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Per Supplement to First and Final Account
filed
Dividends
$89,660 86
American Telephone &Telegraph Co.,Capital
I 566 shares 10/1/73 $
Baltimore Gas &Electric Co.,8.75%Cum.
Pfd.-
100 shares 10/1/73
Borg Warner Corp.,Common -
200 shares 11/15/73
Columbia Gas System Inc.,Common -
297 shares 11/15/73
I
Consolidated Natural Gas Co.,Common -
200 shares 11/15/73
Continemta1 Can Co.,Inc.,Common -
104 shares 9/14/73
Crane Co.,3.75%Cum.Pfd.-
150 shares 9/7/73
Duquesne Light Co.,Common -
700 shares 10/1/73
Duquesne Light Co.,8.64 Cum.Pfd.-
100 10/1/73
Exxon Corp.,Common -
696 shares 9/10/73
First DYNA Corp.,Common -
106 shares 10/11/73
General Electric Co.,Common -
300 shares 10/25/73
General Motors Corp.,Common -
189 shares 9/10/73
International Paper Co.,Common -
591 shares 9/17/73
International Harvester Co.,Common -
400 shares 10/15/73
-14 -
I39620I
218 75
67 50
141 08
101 50
41 60
140 63
301 00
216 00
765 60
45 05
120 00
160 65
221 63
140 00
TR-2-A REV,9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Jersey Central Power &Light Co.,8.12%
Cum.Pfd.
100 shares 11/1/73
Joy Manufacturing Co.,Common -
400 shares 10/29/73
Mobil Oil Corp.,Common -
408 shares 9/10/73
National Steel Corp.,Common -
300 shares 9/14/73
Pennsylvania Power &Light Co.,8.40%Pfd.-
85 shares 10/1/73
Pennsylvania Power &Light Co.,9%Pfd.-
100 shares 1Q/1/73
Phelps Dodge Corp.,Common -
200 shares 9/10/73
Philadelphia Electric Co.,8.75%Pfd.-
100 shares 11/1/73
Philadelphia Electric Co.,Common -
846 shares 9/27/73
Public Service Electric &Gas Co.,
9.62%Pfd.-
100 shares 9/28/73
R.J.Reynolds Industries Inc.,Common -
200 shares 9/5/73
Tenneco Inc.,Common -
100 shares 9/11/73
TRW Inc.,Common -
484 shares 9/17/73
United States Gypsum Co.,Common -
200 shares 9/17/73
Interest -Bonds
$203 00
140 00
285 60
187 50
178 50
225 00
110 00
218 75
346 86
240 50
134 00
34 00
125 84
80--00 $5,586 74
Catasaqua Hanover Union School Dist.Auth.
School Rev.,Series 70,6.50%
$10,000 3/15/73 to 9/15/73 $
Greenville Mun.Auth.,Water Rev.,Series
52,2.50%
$1,000 4/1/73 to 10/1/73
Greenville Mun.Auth.,Water Rev.,
Series 52,2.50%
$2,000 4/1/73 to 10/1/73
-15 -
325 00
12 50
25 00
----_.~~------------~-~--------------------.
TR-2-A REV.9-62
CHARLES G.RONEY A/K/A CHAS.G.RONEY
Ross West View School Auth.,School Bldg.
Rev.,Series 69
$5,000 4/1/73 to 10/1/73
Bethel Park Borough Tax Free,Series 66
Allegheny Co.,4.50%
$5,000 5/1/73 to 11/1/73
Corry Area School Auth.,School Bldg.Rev.,
Series 63,3.55%
$1,000 5/1/73 to 11/1/73
Moon Sch.Union School Dist Auth.Bldg.
Rev.,Series 63,3.40%
$5,000 5/1/73 to 11/1/73
Suburban Erie Bldg.Auth.,School Bldg.
Rev.,Series 70 A,6.60%
$10,000 5/1/73 to 11/1/73
Waynesboro Area School Dist.Auth.,School
Rev.,Series 69
$10,000 5/1/73 to 11/1/73
American Telephone &Telegraph Co.
Deb.Reg.,8.75%
$1,600 5/15/73 to 11/15/73
Interest -Mortgages
Ethel Lightner Baxter,6%-
10/12/73 to 12/12/73
George A.Brock,et ux,6%-
9/12/73 to 11/12/73
Ralph E.Canfield,et ux,6%-
10/12/73 to 12/12/73
Samuel W.Carson,et ux,6%-
10/12/73 and 11/12/73
Clarence E.Ewing,et ux,6%-
9/12/73 to 11/12/73
Phillip .E.Ewing,et ux,6%-
10/12/73 to 12/12/73
Raymond E.Fonner,6%-
10/12/73 to 12/12/73
Louis M.Matu110,et ux,6%-
8/12/73 to 10/12/73
Mary Miller,et CO~,6%-
9/12/73 to 11/12/73
Mary C.Miller,et con,6%
9/12/73 to 11/13/73
-16 -
$
$
147 50
112 50
17 75
85 00
330 00
315 00
70 00 $
10 02
24 42
109 37
34 82
31 90
47 62
16 13
37 04
177 98
44 37
1,440 25
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-62
Victor C.Pryor,et ux,6%-
9/12/73 to 11/12/73 $56 45
!John Shuba,et ux,6%-
7/12/73 to 11/12/73 84 85
I Stanley J.Shuba,et ux,6%-II10/12/73 to 12/12/73 20 45
James R.Strope,et ux,6%-
11/12/73 to 1~/74 45 39 $740 81
Interest -Notes I
I Robert W.and Nancy M.Kuhns I-9/27/73 and 10/27/73 $21 76
Richard and Mary.C.Miller -
9/1/73 to 11/1/73 27 75
George H.and Marion McGary -,
8/1/73 to 10/31/73 18 91
Albert and Evelyn Whiteman -
9/6/73 to 11/6/73 30 89
I Ralph and Viola Anderson -
7/28/73 and 10/28/73 18 94
William Wayne and Nellie Jackson -
11/1/73 43 22 161 47
Assets Purchased
1973
Oct.24 $43,000 General Motors Acceptance Corp.
Demand Note $43,000.00
Sale of Assets Without Gain or Loss
1973
Oct.24 Proceeds sale $14,000 General Motors
Acceptance Corp.Demand Note
@ 100 $14,000.00
Carrying value 14,000.00
Interest -Short Term Investments
General Motors Acceptance Corp.Demand
Notes -
$14,000 10/24/73
Amount transferred from Income-Realty
-17 -
$
$
o 00
885 02
98,475 15
929 25
99,404 40
..
,
.~,
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-621
DISBURSEMENTS
Per Supplement to First and Final Account
filed $10,327 82i
I
Executor's compensation 528 86
I $10,856 68
I
,I
I
-18 -
•••OM
.
1
-.,.,.
CHARLES G.RONEY A/K/A CHAS.G.RONEY
TR-2-A REV.9-62
SCHEDULE C
PRINCIPAL -REALTY
RECEIPTS
Per Supplement to First and Final Account
filed $7,588 00
Gain on Sale of Assets
1973
Sept.12
1
Proceeds salepr9perty situate 150 Church I
Street,Claysville Boro,Pa.I,Cash $7,575.00
Carrying value 6,000.00 1,575 00
$9,163~00
I
I
I
I
DISBURSEMENTS
Per Supplement to First and Final Account
filed $1,588 00
Administrative Expenses
1973
Sept.12 Expenses re sale of property 150 Church
Street,Claysville,Pa.-
Pennsylvania transfer tax 75 00
$1,663 00 ,
Amount transferred to Principal-Personalty
for investment 7,500 00 I
$9,163 00
-19 -
---_.-
I
r
,.
,,..'.,"
CHARLES G.RONEYA/K/A CHAS.G.RONEY
TR-2-A REV.9-62
SCHEDULE D
INCOME -REALTY
RECEIPTS
Per Supplement to First and Final Account
filed $1,632 70
Miscellaneous
I MacCarney Insurance Agency -I
Return premium fire insurance cancelled I150ChurchStreet,10/$/73 4 00
$1,636 70
I DISBURSEMENTS
and Fina,l IPerSupplementtoFirstAccount
filed $649 70
lone L.Ramage,Tax Collector -
1973 school tax property situate 150
Church Street,paid 9/11/73 57 75
$707 45
Amount transferred to Income-Personalty i
for distribution 929 25 I
$1,636 70
ES:mes -20 -
.\JUt
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J -C (I r 860-00 +
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~450'OO +~297';:2 to 1,,341'00 +190'CO +
4,,475'00 +',,00s·e8 +~297'54 +52'50 ...
1':1250·(,0 +~399'(;4 l-I"74 7 •:.,9 +25'00 t-
1,pJo·ao +t279·77 +1.,199,3-7 6 +1,,14510~T
8,,90 J •CO +~643'10 ..~9]6'91 +
4,,325 •co +~324'80 +9·60 t-O'CO T
21,,700·00 +
.0
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'5,,150'00 +811·73 +1 ~8 2 1 • 9 5
r 70·00 ...
1(135v·eo +'JOO 3 •S3 +1 3 -75 I-
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10,,50;)'00 +930'l7 t-7a·c']+
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1J 72 CJ 1 C0 +~835'13 +1 ~8 2 1 •95 +13·72.+
11,,050'CO +595-~1 ...U?~113'41 T 5J,::'6 +
6,,150'00 +~233-21 +293 -f.,9 t
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8,,137-fO +737-50 T 47'S3 .+
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1 ..~7JO-OO t 4 I •57 +
1,,539-33 T..
98-80 t
8-29 t
112-12 +
2 1 Y - 3 1 T
~06.3-3S t
219-53 +
-~282-E'9 T
, . I
~342-50 +
6,.150-00 -
1,.192-50 T
1,.000-00 r
915-00
85-00 T
0-00 f
0-00 T
1J 192-50 t
37-52 +
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325-15 +
977-33 +
1J 640-CO +
4J 257-S0 T
42::1,,619-53 t
1257-50
5-(;0 t
42~8J2-03 T
a-co T
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1Q,900-00
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0-00 T
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,J-CO T
1qJJ2-41 +
11J 750-00
-lJ 747-59 T
0-00 T
12J 703-24 +
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-lJ 996-76 T
T
0-00 T
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860-00
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~.-
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1J 640 -00 T
a-co T
472-05 t
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6011-48 T
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l
l
,....,....
:175
~.£f'':'~~tiL)~~~tfJ~iY~.fJJ l rP ~'
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oo({)....WI\.)
~~900-00
I
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(()00 ~o In
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G m CJ1Cl>0 -..I 0 tv 0 ....0 w 0 coo-G 0 0 U G
T
------------e ---e -•e
0 tOO 0 0 <"''1 0-""(")0 0 0 ()coO ....0 0 0 0 ()
JeCO
C ....0 l..Cl 0 ....ota 0 0 00 0 ....0<.0 0 00 0 0
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--.-
-
...}JelshJngt.C>rl.
------_._-----.,...,...-----------;--------------------;------
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Or-REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OFnESIDE~T DECEDf.KT
l.'lI)OIlTA~'I':This l'I1tUI'Il IIlllsL hI.'e.(l!!!l'leted in deL/LiI ll11d f'iled in duplicate,with will attached,wiLli tile
nel~istf'r of Wlll.s of'the Coullty wh"!-"decf'dent resided;Return is due within one year after
(lat.e 01'rleath.unll'ss an f'xtcnsion is I;I'allLcr!hy the Secretary of Revenue.(Section 703 of
the InIJ"rltHlIC(,'awl Fstate Tax Act.of 1()(!1.)
State (If .
County of
Pennsylvania
Washil1gton
.}
5S:
I ,.30Se p11\i•...L.~rl11 L As!:>i starl~'f.J:''::l~~...Qlfi c~r,..:rit~l3.b'::lrgh J~a~~()tl~.~)3~n~,.
x.H~h~~:-;;'r of the estate of the above-named decedent being-duly sworn,dCJlose and say
...Execnwr
Decedent dkd .
Pittsbu):"gh National..:Bank .
6 South Main Street,Washil1gtonLP~nnsy1\'a11ia
...Jul.Y
OlonO,)
Name and address of attorney or1
other autr.oriz..ed represcntati\'c tOf
whom all correspondence should be
mailed.
12
(lhlY)
•19 .7.1 .....,j testate leaving a last will,copy of which is hereto attached.}
(Ym)L;.;;y~X
15301
That as such Executor deponent is familiar with the affairs of said estate and the property con~·······(·;.:.~·:.;·.;;·;;:l:·*~r{g&·;·····
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,01'in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
.-
NAME A~D ADDEESS OF HANK OR OTHER INSTITUTION THIS SAF'E DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RECITED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Mellon National Bank &Trust Co.
Claysvi lle Office Charles G.Roney
-
-
That the coritents of said safe deposit box or boxes are itemized under Schedules of this---return,with thp.exception of the follOWing,f"or the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth i'ullv and in detail all the
real property in the Commonweal th of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage enclrnbrances 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 01'record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estima,ted 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
propertywheresovcr 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 b~nks,trust companies,or other inst!tutions,whether indiVidually,or it;trust for
any otlwr person or persons giving also separlltely the accrued interest thereon,if any,down to the last
interest day prior to rlecedent's death in t.he case of savings banks,arid to the date of decedent's death·
in all other cnsp.s;all bonds,postal savings,treasury certiflcates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designat.ed as tax free,of the Unit.ed States,or finy state,or political subdivision thereof,01'of
/lny forei;;n country,which are owned.Itt the time of death;nIl wearin/?apparel,.jewelry,silverware,pic-
tures,IlOoks,works of art,honseholli furni ture,horses,carriages,automobiles,boats,and any and all
other personal chattels of what.soever kind or nat,pre,left by decedent,together with the fairly estimated
market vallie thf'reof;all bonds and mortgll.(!cs helrl by decedent and of all claims due and owing decedent
at the time of death,anrl all promissory notes or other instnmlents in writing for the payment of money
of which decerlp.nt rlte(!possessed,of'whatsoever nature,wi th interest thereon,if any,giving the face
vallIe unrl estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth hriefly the rl~asons for such depreciation as to each item;all moneys payable
to the est.ate from life inf;lIrnnce policles carried by decedent;all annuity and endowment contracts the
procee<!s of wh:lch W81"e jlaYIl.IJl.c lipon the df'ath of thp.decedent.:and all the corporflte stocks and dividends
,ine thereon Hud unlHdrl as of'the dat.e of death,honos and Ilccrued interest thereon to the <Iato)of dece-
dent's denth find ot.he\:Investment securltles owned hy the decedent at the time of death,w.1th tIle ~t
\'allle t.hel·.~of at such t.illlf~.
....,.'"
<~"",~{£,Lc,-~__"__
(ExJcutor-)Q~~
Q.S.Qu.t.h..M.~.i.n s..t..r..~.~.t ",..,_,__.__..
(St-reet NumbC7')
l'1.~.~~~.':l.~~.~?l,..X~~~.~.Y..~.Y.':l.~~.~"J.?.3..~.~,""'
(City or Town and State)
L
In til('cnse of securit.les of c]OSp.or fUllItly corporations,the values rf'ported nre as flU"as
possible SlIhstfll1tlateci by f'lnllllctfl.l stfltcnllmts of tllfl CClI'porntions,showil1i!;thfl assets find llfll>iltUcs
th"rcofns of t.he date of'dflnth.The sch"dnle Hlso sets forth the 1nterr'stnf'fiC'cc~clPnt at the time of'
death 1n any co-pllrtn.~rship or bus1ness,llnd in support of the vlllue of SlIch :lntf'rf'st there is annexed to
said sch('lllllc,f1nnncial stl\temcnts showlnp;th~assets IIl1cl ]1Ilh.ll.lt.ics of sl\1.I1 co-partnership or uns.lnpss.
,\copy of thf'co-partnership ngreemc!nt,(if oral,a statemflnt sp.ttin~forth the nature of the al1;reemcnt)
togt>th(')'with n st'lltl'mcnt s<,ttJng;forth the character of the hlIsinf?ss,H.s ]ocaUon,and such other facts
p<'rtnining to the business flS may he 1,erUnf'nt to 11.fair Ilnei .inst Ill'pralsal of the rlecedent's interest
thpreill flillSt 1>0 sl1hmi t ((·d...It ShOIl.!fl 11180 set forth ill .Itemized form!to)!;pt.hpr wi th the fair mark"t vallie
tlwreof,un~'other proporty owned or l)equcntt1Pcl )J.,j'the dt~cedent at the time of d(~nth.
The Sc!>edu/e C at!I.lch(!,i herpto lind made part herl?(lf sets forth a t'~1le answer to each inq1liry
containerl therein Hnd in t.he cnse of'transfers of'p)'operty,rea]or personal,within two years of decedent's
death,ill contf'mpla tion 0 f d€ccrlPn t's deft t.h,or intenflp-d to tflke e ffec t .i n possession or en.!oyment at or
after cif!ath,sltid schf'dul<>set s .forth t.he nElture Ilrlcl vnlue.of such property,t.o whomt.ransferred,the
relationship or the tnlllsrerc(~s tfJ the der:edent.,the proporUonate share received hy "neh transferee and
1111 other facts of n pertinPllt nlfturc rel~llrclinl~sail!transfers.In the case of t)·ltnsfers intende,t to
take effect in possession or en.!oyment at or after cleath,the,'e is also at.tacheel to the scheclule a cOIlY
of the deed,t)'ust I1.grE'eme~lt or othp.r 1nstrument creflUnl;t.he trust.Thert>is also set forth in said
schcdille R list of 81}propprty,real Rnd personal,with its value,which passes at clecE'dent's death by
v.irtue of the exerc1.se by decellent,either inflivioll£llly,0)'jointly wi th another,or any pow2r of'appoint-
ment vest.ed in decedent,either ind1.vidllally or jointly,by the Will,eleed,or other instrwnent of anot.her,
with a copy of the instrulllcnt creat1.ng such power attached to the scherlule.
That Sc!>edu/e D lit.tachclI herf!to and m!tcle part hereof sets forth the names fll1il.addresses of all
persons beneficially interegted in this estate at t.he time of decedent's death,the na.ture of their res-
pective interests,their relationship,if any,to the clecedent,to~ether with the ages at the time of
decedent's death of all minors,fillnuitants and beneficiaries for life under liecedent's Will.It also
contains a statement shoWing wh.lch of the beneficiaries named in the ilecertent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the benefici.ary.
That Scf>edu/e E attached hereto and marle 1\vart hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with anotller or others,including intangible,standing in the na~e
of the decedp-nt nnd others,plus the date and place of record of instruments effectin,!!;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 Scf>edu/e 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,Inclucling f\meral expenses paid;
famHy exemptlon,where applicall1ej costs of administration of this estate;counsel fees and fudiciary's
conunissions 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 c.laims owing anei lInpai.rl at time of
death;~axes accrued chargeable for period prior to decedent's death (except those allowed under Section,
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged 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 eJ aimlng .and allowed,that the same will he reported to the Register of Wills,and that
the I1.mount of tax assessed can be reassessed in accorclance therewith.
That the totals of the appropriate columns in Scherlules "A","il","e","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this "..
.--------20tJ./~day of ~.F1,Jfi£L1J 197.;J~
...................,::<'JJ!,(/l&:.~.lA.......jtfJJ"f J,~L ..(d..'Y,,.
GEORGI,~pOur."J'~',.I
Piltshvr"'1 ~I"','",(l~ry Public
:.,.,t ,r~lt)~:;','~;o,Pa.
My (;llr.i,1)i~:$i()fl Expir~s
.March 15,1975
NOTE:Before signlng affidavit make sure all hlank spaces 1n the affidavi.t and schedules annexed are
filled in with details or the word "None",and 1n case the assets inclucle rare an~unlisted securitles,
securities of close or family cor1'oral;10l1s or an interest in any co-partnership or business,that t~e
data /lnci stlltements requirecl under the pllrllp;raph above relnting to Scheclule "il"are attachecl.Also make
certain that column #1 in the "Summary"has been properly completeci as ahove-lUrected.
~\
fKC-34 (1-'154)
COMMONWEALTH 01'PEHNSYLYMlIA
D~I'AHTh~\:NT OF IH':VENUE
BUREAU 01:COIHHY COLLECTIONS
TRANSFER l~jHERITANCE TAX
RESIDENT DECEDl'.J!I
SCHEDULE "A"
r~EAL PROPERTY
"Ci'2"wn
Real propert)'in Pennsylvania,.....ith statement of nortgoge encumbrances upon each porcel at deotn of dece·
Jent.Where property i-Jrdd as joint tCllcnt or tena'1cy by entireties.report on Schedule ":::;".°roperty h~ld Ly
the 3ccedcnt as t~ncnt in COrl:r.:on with another or others,should be identified as to quuntum of intNcst and
tfle estir:lOteJ value sholJl\~b~that of the d0Cr:dc1lt'S interest only.
The real property located in the Cvmmonwcalth of Pennsylvania should be
described by lot and block number,str~at and street number.togcther with
a general description of t~e property,with a reference to the record of the
conveyance by which tha decedent took title;if a form state number of a-
cres;also statement of mortgage encumbrances upon each porcel at deoth
6f decedent.Taxes.assessments,accrued Interest on mortg"ges,etc..are
to be listed on Schedule "F"ond must 'not be deductcd from this schedule.
(1),(2)(Jl.
Di:PARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space).-
Lot 50 X 150 havi.ng erected thereon a 2-story frame
dwelling containing 6 rooms &bath,used as a
beauty shop &residence.There i.s a 2-car garage
which has little value.The property is situate
150 Church Street,Claysville Borough,Washington
County,Pennsylvania
Lot 59 x 133 x 59 x 140,having erected thereon a
1 and 2 story frame dwelling containing 4 rooms.
The property is situate Improved,Tunnel Avenue,
West Alexander Borough,Washington County,
Pennsylvania i lS j.5f7 500.00
Less:estimated cost to raze 300.00
Vacant lot 50.03 x 173.44 x 50 x 171.75 situate
North Main Street,South Strabane Township,
Washington County,Pennsylvania
Insert fhis total opposite "reol property",Schedule "A"in the X X X X X
"As Reported"column on the lost page of this return.
--=
6,000.00
200.00
1,000.00
7,200.00
(,(JOO,6D
J ~
jObO,DO
~
RCC-35
COMWJNWEI\LTII OF P\,:NN8YLVANIA
TnANSFlm INIJEnITi\NCE TAX
nESIDENT DECEDENT
SCIIEDflLE "n"
PEHSON i\L PltOPEllTY
It
lfoiSTItUC'l'IONS:Thi5 Schedule must disclose fill tungible and intangible personal jll'opcrt.y owned individually
hyt.he dec~)(knt.,at.the tlllle of'hIs dellt.h.I'l'opel'ty owned by the decedent Jointly with another or others
must be list.erl undel'Schedule "E".Intll;:glhle personal property,titled in the name of the r!ecedent,but
payahle lIt rlC1lth to another or others,including hut not limited t.o P.O.D.U.S.Saving;s Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the (lclministered estate.
Tangible personal property should be listed fil'st (e.g•.lewell'y,wearing apparel,household
goods,and f\u'nishings,hooks,paintings,uutomobiles,boats,etc.)
Int(Jn~lble personal property,such as bonds,treasury certificates,cash on hand and in bank,.'stocks,'mortJ;ages,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
estltte of or income from any property held in tr-ils t.under the will or agreement of a.nother,even though
located outside of the St.ate,at the time of'death,should be listed in this schedule.
Item ITE11 UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE AIARKEr VALUE (Do not w'rite in
this space)
(As Per Attached Schedule)1,005,068.84
,
-
Insert this total opposit.e "Personal Property",Schedule "B"in X X 1,005,068.84 I;605;667.ifthe"As Reported"col umn un the last page 0 f this return.
..
_____--_..!.='BIIII=~-------·----------------------------l!lI:!J!IIlII ---.;.1
'.
INVENTORY
of all real and personal estate of ~~~.~.=2 ~?~~Y..!~!.~!.f:\~!~~E}.::~..~.:~~~.~.~deceased,
late of..}.~?..9.~.~~~~J~Street ~J~y.R~JU~City Ward
.......................................................................Borough Township,Pennsylvania.
PERSONAL·ESTATE SCHEDULE
176 shares Allegheny Power System,Inc.,Com.
@ 23.50
Dividend paid 6/30/71
400 shares American Brands,Inc.,Common
@ l~4.8125
2 shares American Standard,Inc.,Common
@ 24.0625
566 shares American Telephone &Telegraph Co.,Capital
@ 4·6.8125
240 shares Anaconda Co.,Common
@ 18.625
200 shares Borg-Warner Corp.,Common
@ 28.5625
39 shares Castle Capital Corporation,Common
@ 1.625
293.588 shares Columbia Gas System,Inc.,Common
@ 36.50
200 shares Consolidated Natural Gas Co.,Capital
@ 29
Dividend paid 8/16/71
I
104 shar~s Continental Can Co.,Inc.,Common
@ 36.4375
104 shares Crane Co.,Common
@43.75
166 shares Delaware Fund,Inc,Capital
@ 14.86
700 shares Duquesne Light Co.,Common
@ 23.375
()f.,4,136.00 ~.
59.84 ,
ok 17,925.00 •
Dk 48.13 ,
~I<26,495.88 (
pJ<4,470.00
d!\-5,712.50
ill;63.38
()/"10,715.96
6/::;5,800.00
~k-.94.00
6t<,3,789.50
tJK 4,550.00
t'k.,2,466.76
~~16,362.50
106 shares First National Bank &Trust Co.,Washington,Pa.,Com.
@ 38 IJ /:'.
Dividend paid 7/6/71 oA 4,028.00
39.75
300 shares General Electric Co.,Common CI~@ 61.1875 18,356.25Dividendpaid7/26/71 ok:105.00
189 shares General Motors Corp.,Common ~I(@ 79.75 15,072.75
--.--,--.---
;em_
Chas G.Roney,a/k/a
Charles G.Roney
106 shares Helme Products Inc.,Common
@ 15.375
Dividend paid 7/1/71
400 shares International Harvester Co.,Common
@ 28.25
Dividend paid 7/15/71 .
I591sharesInternational Paper Co.,Common
@34.l25
400 shares Joy Manufacturing Co.,Common
@ 55.875
Dividend paid 7/26/71
100 shares Marquette Cement Manufacturing Co.,Common
@ 14.625
408 shares Mobil Oil Corporation,Cap.
@ 58.25
67 shares Mohasco Industries,Inc.,Common
@ 35.3125
300 shar~s N.L.Industries Inc.,Common
@ 19.6875
300 shares National Steel Corporation,Capital
@ 38.4375
50 shares Penn Central Co.,Common
@ 4.6875
q·12 shares Penn-Dixie Cement Corp.,Common
@ 10.625
200 shares Phelps Dodge Corp.,Capital
@ 40.8125
794 shares Philadelphia Electric Co.,Cornmon
@ 22.25
Dividend payable 6/29/71
300 shares Phillips Petroleum Co.,Common
@ 34.0625
64 shares RCA Corp.,Common
@ 34.3125
Dividend paid 8/2/71
200 shares R.J.Reynolds Industries,Inc.,Common
@ 63.125
696 shares Standard Oil Co~of New ~ersey,Capital
@ 79.0625
377.434 shares Steadman Science &Growth Fund,Inc.
@ 3.34
484 shares TRW Inc.,Common
@ 37.8125
100 shares Tenneco,Inc.,Common
@ 28.5625
Page 2
l<1,629.75/l
10.60
()K 11,300.00
140.00
{}J<20,167.88
01:;22,350.00
140.00
ok 1,462.50
(l~23,766.00
&/(2,365.94
oX .5,906.25
().<11,531.25
0/<'.234.38
61<4,377.50
0)<8,162.50
()k 17,666.50
325.54
(j 1<10,218.)5
&1<2,196.00
16.00
OJ<12,625.00
6'1<55,027.50
(0 1<,1,260.63
O/<.18,301.25
tff.{.2,856.25
·._--=
Chas.G.Roney,a/k/a
Charles G.Roney
100 shares United Gypsum Co.,Common
@ 60.625
137.685 shares Wellington Fund,Inc.,Common
@ 12.90
"l256sharesWestinghouseElectricCorp.,Common
@ 90.25
110 shares Wheeling-Pittsburgh Steel Corp.,Common
@ 16.5625
65 shares American Standard Inc.
$4.75 Cum.Conv.Pfd.Serf A
@ 74
100 shares Baltimore Gas &Electric Co.
8.75%Cum.Pfd.
@ 108.625
150 shares Crane Co.
3•.75%Cum.Pfd.
@42.00
Page 3
()"I<6,062.50
()~1,776.14.
6A<23,104.00
(!)Z 1,821.88
tJA:4,810.00 ~
10,862.50
6,300.00
100 shares Duquesne Light Co.
$8.64 Cum.Pfd.
@ 110.00
100 shares Jersey Central Power &Light Co.
8.12%Cum.Pfd.
@ 98.625
Dividend paid'8/1/71
oX
oK
11 ,000.00
9,862.50
203.00
85 shares Pennsylvania rower &Light Co.
8.40%Cum.Pfd.
@ 100.3125
100 shares Pennsylvania Power &Ligh~Co.
9%Pfd.
@ 104
'tJ.-1/8,526.56
()!<10,400.00
100 shares Philadelphia Electric Co.
8.75%Pfd
@ 109
Dividend paid 8/1/71 oJ(.10,900.00
218.75
100 shares Public Service Electric &Gas Co.
9.62%Pfd.
@ 118.50
Dividend paid 6/30/71
166.409 shares Steadman American Industry Fund
I '@ 3.34
1,600 shares American Telephone &Telegraph Co.Deb.Reg.
8.75%due 5/15/2000
@ 108.1875
Interest paid 5/15/71 to 7/12/71
4,200 American International Group.,Inc.Conv.Sub.Deb.
Reg.5%
due 5/15/94
@ 205
Interest paid 5/15/71 to 7/12/71
of<.11 ,850.00
240.50
.fJ J<555.81 l---,
"
d~1,731.00
22.17
6 k 8,610.00
33.25
-
Chas.G.Roney,a/k/a
Charles G.Roney Page 4
1,000 Allegheny County Peoples Bridge
Series 33D 2.125%
due 3/1/76
@82.00
Interest paid 3/1/71 to 7/12/71
()I<820.00
7.73
20,000 Allegheny Valley School Authority School Building
Revenue,Series 69A 6.65%
due 12/1/84
@ 101.50
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
0/<'20,300.00
665.00
151.47
61\4,175.00
112.50
44.38
Revenue,
tJ*3,875.00
100.63
5,000 Bethel Park Borough Tax Free Series 1966,Allegheny
4.50%due 11/1/84
@ 83.50
Interest paid 11/1/70 to 5/1/71
.5/1/71 to 7/12/71
5,000 Bethel Park School Authority School Building
Series 66 4.50%due 8/1/89
@ 77.50
Interest paid 2/1/71 to 7/12/71
10,000 C~tasauqua Hanover Union School District Authority
School Revenue,Series 70 6.50%due 3/15/79
@102.50
Interest paid 3/15/71 to 7/12/71
10,250.00
211.25
5,000 Central Cumberland County Joint School District Authority
School Revenue Series 68
5.125%due 5/1/87
@85.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
6k 4,250~OO
128.12
50.34
10,000 Chippewa Township Sanitary Authority Sewer Revenue Series A
4.40%due 11/1/86
@ 76.50 ok
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
7,650.00
220.00
86.78
3,000 Cochranton Area Joint School Authority School Building
Revenue,Series B
3.75%due 12/1/79
@ 82
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
oj(2,460.00
56.25
12.81
1,000 Corry Area School Authority School Building Revenue,
Series 63
3.55%due 5/1/79
@ 80.50
Interest 11/1/70 to 5/1/~1
5/1/71 to 7/12/71
(J k 805.00
17.75
7.00
3,000 Elizabeth Forward Joint School Authority School Building
Revenue,Series C
4.15%due 3/1/86 OJ<
@ 72
Interest paid 3/1/71 to 7/12/71 2,160.00
45.30
-.=-=
Chas.G.Roney,a/k/a
Charles G.Roney Page 5
2,000 Greenville Municipal Authority Water Revenue,
2.50%due t+fU82
@66.00
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
10,000 Erie City Improvement Series 70
7%due 7/15/84
@ 102.50
Interest paid 1/15/70 to 7/15/70(sm)
7/15/70 to 1/15/71(sm)
1/15/71 to 7/12/71
5,000 Fort Cherry Joint School Building Authority,
Building Revenue,Series 63
3.65%due 5/1/79
@83.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 1/12/11
oK.10,250.00
175.00
175.00
344.17
School
61:.4,150.00
91.25
35.99
Series 52
DX 1,320.00
25.00
14.02
2,000 Greenville Municipal Authority Water Revenue,Series 52
2.50%due 4/1/88
@ 53.00 0 t<
Interest Paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
1,060.00
25.00
14.02
1,000 Hampton Township School District,Series of 1957
3.375%due 4/1/72
@ 98.50
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
oJ(..985.00
16·.88
9.47
5,000 Hempfie1d Union School District Authority School Building
Revenue Series D
7%due 7/1/90
@ 103
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
aX 5,150.00
175.00
10.69
5,000 Lackawanna County,General Obligation,Series 66
4%due 7/1/82
@ 83
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
oK 4,150.00
100.00
6.11
6~10,550.00
325.00
48.75
Series 69
ok 10,050.00
295.00
44.25
10,000 Lititz Area School Authority School Revenue,Series 69
6.50%due 6/15/89
@ 105.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
.10,000 Lycoming County,General Obligation,Building
5.90%due 6/15/84
@ 100.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
5,000 Manor Township Joint Municipal Authority Water Revenue,
Series B
4.375%due 10/1/2002
@ 70 d K
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
3,500.00
109.35
61.37
IL
..
Chas.G.Roney.a/k/a
Charles G.Roney Page 6
5,000 McKeesport Parking Authority Series 69
5.50%due 12/1/2008
@ 81.00 61(.
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
4,050.00
137.50
31.32
10,000 Montour Joint School Authority School Building Revenue,
Series 66
4.35%due 12/1/84
@ 80.00 oJ{
Interest paid 12/1/70 to 6/1/71
6/1/71 ta 7/12/71
8,000.00
217.50
49:54
5,000 Moon School Union School District Authority School Building
Revenue,Series 63A
3.40%due 11/1/79
@ 80.00 O~
Interest Paid 11/1/70 to 5/1/70
5/1/71 to 7/12/71
4,000.00
85.00
33 •.53
ok 4,000.00
11.2.50
44.38
School
ok 20,250.00
568.75
22/+.34
Series A
();f 7,700.00
250.00
98.61
10,000 New Eagle Municipal Authority Sewer Revenue,
5%due 11/1/92
@77
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
25,000 Moon School Union School District Authority,
Building Revenue,Series 67
4.55%due 5/1/86
@ 81
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
5.000 Moon School Union School District Authority,School Building
Revenue.Series 67
4.50%due 5/1/85
@80.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
20,000 Northampton County Area Community College Authority,
College Revenue,Series 69
6.875%due 12/15/86
@ 102.50 ()K.
Interest Paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
20,500.00
687.52
103.13
10,000 Patton Municipal Authority Sewer Revenue,Series A
5.625%due 5/1/87
@ 89.00
Interest Paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
()f<.8,900.00
281.26
110.94
10,000 Commonwealth of Pennsylvania Series V
5.70%due 6/15/88
@ 98.50
Interest paid 12/15/70 to 6/15/71
6/15/71 to 7/12/71
9,850.00
285.00
42.75
Chas.G.Roney,a/k/a
Charles G.Roney
5,000 Pennsylvania Turnpike Rev'enuc,Series 66
3.70%due 6/1/2005
@81
Interest paid 12/1/70 to 6/1/71
6/1/71 to 7/12/71
5,000 Pleasant Hills Authority,Sewer Revenue,
3.45%due 3/1/88
@ 64..50
Interest Paid 3/1/71 to 7/12/71
10,000 Pottsville Area School Authority School
5.20%due 5/1/98
@ 78.00
Interest paid 11/1/70 to 5/1/71
5/1/71 to 7/12/71
Page 7
20,000 Rankin School District Funding
5%due 10/1/73
@ 101.50
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
oP-20,300.00
500.00
280.56
5,000 Ross West View School Authority School Building Revenue
Series 69
5.90%due 4/1/86
@ 99.00 61<.
Interest paid 10/1/70 to 4/1/71
4/1/71 to 7/12/71
10,000 St.Marys Area School Authority School Building Revenue,
Series 67
4.65%due 9/1/84
@ 83.00 6 J(
Interest paid 3/1/71 to 7/12/71
.4,950.00
147.50
82.76
8,300.00
169.21
5,000 Scranton General Obligation 2nd Series of 69
6%due 8/15/86
@ 97.50
Interest paid 2/15/71 to 7/12/71
~K 4,875.00
122.50
£OJ
2,000 Southwest Butler County School Authority School Building
Revenue Series B
3.75%due 7/1/91
@ 62.00 0 J<.
Interest paid 1/1/71 to 7/1/71
7/1/71 t6 7/12/71
10,000 Suburban Erie Building Authority School Building
Revenue Series 70A
6.60%due 11/1/81
@ 107.00
Interest paid 7/15/70 to 5/1/71
5/1/71 to 7/12/71
10,000 University Area Joint Authority Sewer Revenue,Series 68A
5.50%due 1/1/2008
@ 81.00
Interest paid 1/1/71 to 7/1/71
7/1/71 to 7/12/71
·1,240.00
37.,50
2.29
10,700.00 oJ.
522.25
130.17
8,100.00,Of'
275.00
16.81
Chas.G.Roney,a/k/a
Charles G.Roney Page 8
5)000 Upper Perkiomen Joint School Authority,School Revenue,
Serles 66,l+.20%due 12/l/2001 .
@68.00
Interest Paid -12/1/70 to 6/1/71
6/1/71 to 7/12/71
oJL 3,400.00.
105.00
23.92
3,000 Upper Zodar Township School District Authority,School Building
Revenue,Series'A
3.50%due 2/1/85 AI(
@ 68.00 u 2,040.00
Interest paid -2/1/71 to 7/12/71 46.96
6,000 Washington -East Washington Joint Authority,Sewer Revenue,
Series 62
3.00%due 7/1/93 !fl /;.
@ 55.00 v""'"
Interest paid -1/1/71 to 7/1/71
7/1/71 to 7/12/71
3,300.00
90.00
5.50
10,000 Waynesboro Area School District Authority,School Revenue,
Series 69
6.30%due 5/1/88
@ 100 tJ I<
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
10,000.00
315.00
124.25
10,000 West Jefferson Hills Joint School Authority,School Building
Revenue,Series 63
3.20%due 11/1/81
@ 99.50 01<-.
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
9,950.00
160.00
63.11
3,000 West Jefferson Hills Joint School Authority,
Revenue,2nd Series 63
3.65%"due 11/1/81
@77
Interest paid -11/1/70 to 5/1/71
5/1/71 to 7/12/71
School Building
ko 2,310.00
54.75
21.60
b K 3;725.00
to 6/1/71 91.25
to 7/12/71 20.78
61)961.71
6J<2,403.63
6),\9,080.00
()/,/6,234.68
8J{4,371.61
~LJ 4,931.48
./fj2:P 4,028.32
P'vC-12.Ln 1,947.56
/~135.06
5,000 West Mifflin Borough School Authority,School Building Revenue,
Series 66
3.65%due 12/1/83
@ 74.50
Interest paid -12/1/70
6/1/71
Samuel W.Carson et ux,Mtge 6%
Ethel Lightnes Baxter,Mtge 6%
George A.Brock et ux,Mtge 6%
Ralph E.Canfield et ux,Mtge 6%
Raymond E.Fonner,Mtge 6%
Robert R.Davis et ux,Mtge 6%
Phillip E.Erving et ux,Mtge 6%
Clarence E.Erving et ux,Mtge 6%
Isabella Hardie et con,Mtge 6%
"'
·,
20,000.00
Page 9
.1.9·4 732.56
04'4-3,281.61
,,,j}-'/3£l 14,557.08',
.L:'-Al'4,578.03
I(}:/:!fl 1,451.56
JJk'~5,251.30
d1-/:.A:J 1,395.65
d";K'd:4,615.63
~2,199.84
£~vb 210.89
,/fW?--dJ 3,652.64
PennsylvaniaFirstNationalBank&Trust Co.,Washington,
Certificate of Deposit #6
in the face amount of $20,000 dated 5/18/67,
due 5/18/72,@ 5%
James R.Strope et ux,Mtge 6%
Boyd E.Staley et ux,Mtge 6%
Stanley J.Shuba et ux,6%
John Shuba et ux,Ntge 6%
Hazel N.Richmond et ux,Mtge 6%
Duane H.Pryoret ux,Mtge 6%
Mary C.Miller et con,Mtge 6%
Mary Miller et con,Mtge 6%
Louis M.Matullo et ux,Mtge 6%
William E.Horner et ux,Mtge 6%
Chas.G.Roney,a/k/a
Charles G.Roney
Victor C.Pryor et ux,Mtge 6%
Certificate of Deposit #403
in the face amount of $15,000 dated 9/29/67,
due 9/29/72,@5%15,000.00
Ralph and Viola Anderson'
Note in the face amount of $870.79 dated 11/16/64,@ 6%
Note in the face amount of $398.58,dated 7/14/65,@ 6%
~677.24
~121.19
James A.and Shirley E.Bauer
Judgment Note in the face amount of $2,900.00,@ 6%
dated 4/24/58 Ntf.J 948.95
Joseph B1azic &Nary B1azic
Judgment in default ..",.LOO
Freddie's Activity Club
Judgment Note in the face amount of $1,867.43,@ 6%
dated 10/6/67 .!JatW 537.55
William Wayne &Nellie Jackson
Judgment Note in the face amount of $2,812.00,@ 6%
dated 6/26/57 oIJ1CjJ 1,439.71
Robert W.&Nancy M.Kuhns
Judgment Note in the face amount of $2,165.70,@6%
dated 7/22/65
George H.&Marian McGary
Note in the face amount of $2,172.00,dated 1/19/62,6%
Richard &Mary C.Miller
Note in the face amount of $3,000 dated 8/5/66,@6%
1,980.67
1,579.33
2,040.25
\
"'*~Su~PEI(/OfO .foR.-Ike
CbN/JI1 ()At We ~l~h ~(!~e !vlVtJ I
i 1\./t ere e S +-
Chas.G.Roney,a/k/a
Charles G.Roney
Kenneth E.Mounts et ux
Land contracts 325 McClay Road,
Canton Township,Washington County,Pennsylvania
Kenneth E.&Lois J.Wray &Louise A.Mounts
Judgment Note in the face amount of $1',200 dated 3/21/68,
@ 6%
William T.&Elsie Schumacher
Judgment Note in the face amount of $2,631.63,@ 6%,
dated 3/1/65
Mahlon Sibartet l~
Judgment Note in the face amount of $716.58,@6%
dated 4/1/65
George F.&Catherine E.Sprowls
Judgment Note in the face amount of $2,300.00 dated
2/5/66,@6%
Albert &Evelyn L.Whiteman
Judgment N?te in the face amount of $1,082.00,@ 6%
dated 8/10/65
32 Warrants American Telephone &Telegraph Co.,to
purchase Common stock from 11/15/70 thru
5/15/75,@ 52,expires 5/15/75
@ 9.9375
First National Bank &Trust Co.,Washington,Pennsylvania,
West Alexander Office
Checking Account #4-00622-4-06
Mellon National Bank &Trust Co.,Claysville Office
Account #495-0409
Account #119-8637
1964 Buick Sedan
American Express Co.
Travelers Checks
Page 10
6~1,143.46
01<161.14
oK 2,103.26
OJ<189.27
0'/<832.81
!J !.(593.29
(J J<318.00
cjf<3,628.75
0/<53,113.93
1,835.80
(1)500.00
61(110.00
George E.l-1umper Insurance Agent
Refund unearned premium on fire &extended coverage policy
Re:100 Bell Avenue,Claysville,Pennsylvania
Cash found in home
Pennsylvania Blue Shield
Medicare payment check dated 9/27/71
1,000 East Deer Township,Series of 1958
Interest paid 7/1/69 to 1/1/70,@3-1/8%
William &Elsie Schumacher
Reimbursement for funds advanced by decedent for entry &
renewal of judgment note
Loren Carl Agency
Hand money on sale of lumber yard
Net sale of gas from 6/71 to 7/71
Pitt Coa 1 Co.,Well
Science 1 &2 Wells
Teyda $3
ok
of=(.
13.00
)
316.00
20.00
15.62
9.00
200.00
2.62
2.36
1.36
Louis Dagastino
Balance due on $6,000.00 Mortgage dated 1/13/60
Accrued interest @ 6%to 7/12/71 01),110.32
9.00 119.32
Chas.G.Roney,a/kIn
Charles G.Roney
Louis Dagastino
Balance due on $1,500.00 Judgment Note dated
2/6/67
Interest to 7/12/71
Earle Danley
May &June 1971 rent re property
153 Church Street,Claysville,Pennsylvania
Kay Moore
Rent to ~ate of death re
143 Church Street,Claysville,Pennsylvania
Eli Jat10vich
November &December 1969,delinquent rent
100.88
14.28
Page 11
o A 115.16
ole.120.00
ok 93.48
();<.100.00
Paul HcNeel
April,May,June &July 1971 rent re
ISO Church Street,Claysville,Pennsylvania
William T.Schllinacher or Elsie Schumacher
Payment on note made prior to death of Charles G.Roney
George H.McGary or Marion McGary
Payment on note made prior to death of Charles G.Roney
William A.Stewart Drilling
Payment on royalty interest
Mona E.Canfield
Mortgage payment prior to decedent's death
Phillip E.or Dolores J.Erving
Mortgage payment prior to decedent's death
Clarence E.or Esther Erving
Mortgage payment prior to decedent's death
Freddie's Activity Club
Payment on note made prior to decedent's death
Robert W.or Nancy M.Kuhns
Payment on note made prior to decedent's death
Louis Matullo
Mortgage payment prior to decedent's death
Lois or Kenneth E.Mounts
Payment on note made prior to decedent's death
Victor C.Pryor,Jr.
Mortgage payments prior to decedent's death
~X 228.00
()1<..30.00
oK 20.00
6/L...2.98
61<.HO.OO
0/<100.00
ok 100.00
tJ/(50.00
6/\,50.00
e/<94.00
01:,.75.00
0/)"..80.00
1/32 interest in certain wells drilled on farm o£Rose Leyde
&Helen Maroney,Nottingham &Somer~et Township,Washington,
Pennsylvania 01(150.00
wRCC-3,b
('0\1\10:\'1':';,\LTII OF l'F:-iNSY rN:\N1.\
T1L\NSFFlt INllEHIT:\NCE TAX
HES 111E"1'm:n:llFNT
SCHEDULE "e"
Tl\\NSI'VJtS
w = •
(1)Dirt rteccdent,'within two yeal's of death,Illake Ilny tran~l'el'of any material part of his estate,without
receivlng .1 valuable und ade'llillte cOllsid"r.1tion t1](!I'efor?(Answer ycs 01'no)~N,,-,o><-__
'(2)IUd rlcccdcnt,wit.hin two years of death,transfer propel't,y from hlmself to himself anrt another or
others (i,lIcllllHng a spouse)in joint ownership?(Answer yes or no)_N:.:..:::o _
(3)If the answer to (1)01'(2)al>ove 1s ill t.he affirmative state:
(a)Age of decedent at time of transfer _
(1))State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his Ii fctime,make any transfer of property without receiving;a valuable or adequate
consirterlltion therefor which was to tllke effect in possession or enjoyment at-or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiVing a valuable and adequate consideration
therefor under which transferor e,,"pressly or impliedly reserves for his life or any period which does
not in fact end hefore his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~l~~~o _
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_...;:N-'--o"--_
(6)If the answer to (5)(1)above is in the affirmative,state whether the right was reserved in decedent
alone or others -'-..,.-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__N_o _
(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 c01l1d revert to decedent under terms
of transfer or by operation 'of law?(Answer yes or no)No..-
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
~O'rE 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 rlecedent,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
NONE
DESCRIPTION MARIillT V,\LUE
(Estimated)
DEPT.Vl\LUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
RAs Reported"colunm on the last page of this return.
SCIIEDULE "E"
JOINTLY O'·\NED PIlOPlmTY
'RCC<Hl
COM~ldNWEi\LTIl tlF l'rNNSYL\,ANL\
THi\N:-::IVIl 1~1l1':IlIT'\NrF '1':\\
I~Sl'mTTr()SS:This schedule must disclos.~all propert.y,rel.d DlItl pCJ'sonal,own,!d hy the (h~{~erlellt...Jolntly
wi th <mother or tithers,JncllHling intangibles,stallrlillg in the IHlnll'of'the decedent and othel's.List
rcal .'state fIrst,as cllt.irpties,or jolnt tenants,giving hrtef'description,as illdJcated \Ulder Schedule
"A",plus the oate tino pInce of record of instl'ulllent.effecting vestiture,but do not include entireties
<>1'out of state real estate value i.n estate vllluatJ.on column.Personal property should be listecl as in
Schedule "D",pIllS clate of'acquisition,Ilnl!the nume,adclress and relati.onship (if any)of co-owners to
the decedent.
percent.age
Share
Estate
Valuation
DEPAHTMENT VALUATION
CAUTION-Do not IVri te
In This Space.
>.
"<'Value of
Entire
Property
Value of
Decedent's
Interest
Lot 30 x 150,having erected thereon a
l-story frame dlvelling containing 4 roomS
with a bath in the basement.There is a
'l-car tile garage which has no value.The
property is situate 545 Broad Street,
Washington,Washington County,Pennsylvania
3,000.00
Lot 60 x 150 having erected thereon a 2-story
frame dwelling containing 6 rooms &bath.
There is no garage.The property is situate
143 Church Street,Claysville Borough,
Washington County,Pennsylvania
5,200.00
Lot 50 x 150 having erected thereon a 2-st01Y
frame double dwelling containing 6 rooms &
bath on each side.There is no garage.The
property is situate 153 Church Street,
Claysville Borough,Washington County,
Pennsylvania
9,000.00
Lot 55 X L50,having erected thereon a 2-stcry
frame dwelling containing 6 rooms and bath.
There is a 6-~ar frame garage which has a ncminal
value.The property is situate 143 Elm
Street,Claysville Borough,Washington.
County,Pennsylvania
6,200.00
Lot 25 x l57having erected thereon a 2-story
frame dwelling containing 6 rooms and bath.
There is no garage.The property is situate
240 Main Street,Claysville Borough,Washin~ton
County,Pennsylvania '
6,500.00
204 shares Allegheny Power Systems,Inc.,
Common
@23.50 4.794.00
20 shares Crane Company,3-3/4%Cum.Pfd.
@ 42.00 840.00
92 shares Diamond Shamrock Co.,Common
@ 19.875 1,828.50
--------------------------''------'-------'-----.,.----+-------1~-----,
Insert this total opposite IlJointly Owned Propertyll,Schedule "E"
1n the"As Heported"colunm on the last pai!;6 of this return.
..
sC}nl:f)lIJJ]~tI Elf
JOTNTLY OWNED PHOl'l·:ItTY
.RCC-38
COMMLlNWE,\LTlI Ul,'l'ENN~lLVi\NIA
Tni\r\~I'VH 1:-iIlEIU '1':\Nrl':'1':\\
11>iSTm'CTH1\S:This sch('dllle must disclose alI pl'opel'!,y,r('al t.llld personal,oWlled hy t.he I\eeedell!',jointly
wi til IInolh('r 01'(ltllers,illellllilng intangibles,standing in the Jlll.me of the decedent and others.List
real ('stl1te l'i 1'51.,I1S clltlrpties,01'joint tCIl/lllts,giving brief nescription,as indicated under Schedule
·A",plus the date ann place of I'ccord of insLnuncut effecting vestitllf'(~,hut do not include entireties
':>1'out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and tile name,address ann relationship (if any)of co-owners to
the decp(\pnt.
412 shares Dravo Corporation,Common
@ 36.875 15,192.50
40 shares Edgewater Steel Company,Capital
@25.00 1,000.00
DEPAHTMENT VALUATION
CAUTION-Do not Write
In This Space.
Interest
Value of
Decedent's
Propcl'ty
Value of
Entire
Estate
Valuation
,,
200 shares Marcon,Inc.,Common
@35.6875 7,137.50
132 shares Pennsylvania Power &Light Co.,
Common
@23.50 3,102.00
600 shares Pennzoil United Inc.,Common
@30.00 18,000.00
560 shares Pittsburgh National Bank,Capital
@37.875 2,121.00
200 shares Union Carbide Corp.,Capital
@49~3125 9,862.50
75 shares United Gas,Inc.,Common
@20.3125 1,523.44
Gaylord Grimes Mtge in the face amount of
$2,823.00 dated 6/29/63,due monthly $20.54
625.19 I
Cash -rents from jointly held real estate
50.56
(The above realty &personalty jointly
owned with Rosa D.Roney,Wife)
!
!!
i-----I-n-s-e-r-t-t-h-i-s-to-t-a-l-o-p-P-O-s-i-te-'-,-,J-O-i-n-t-l-y-O-w-ne-(-I-J-'rLo·-p-e-r-t-y-'.'-,-S-C\-Je-d-U'-l-e-"~E-,,-...,_-__I -rl.-
1n the •As Reported"column on the lllst page of this return.[.
,R(~G-37 '(12··63)"i'tI.,
CO~l~lON\\'E,\LTlI OF l'ENNSYYL\NIATH/~NSFEI(INIII':IUT,\NCE TAX
,HESIDENT IJEl'I,:m:NT
SCIIEDULE "I)"
BEi\EFICIAHIES
..~._-'~IVEDBENEF1CIAHIESANDADDHESSESHELAnONSIflP
(If step·children or DATE INTEREST OFStatefullnamesanuadrIressesofallwhoillei(itimalc children I DECEDENT OF BENEFICIAllY
ave an interest:vested,contingent or otlll'r-'are invol vee!,set STATE YES IN ESTATE
wist',in estate)forth this fact)on NO HI [lTH
Rosa D.Roney Hife Yes Legatee and Beneficiary
Strppt :...:~Under Trust]35 Church
Claysville.Pennsylvania
John Ed.win Ronev Son Yes Legatee and Beneficiary
143 College Park Drive Under Trust
Monroeville,Pennsylvania l51l~6
Dorothy R.Curtis Daughter Yes Legatee and Beneficiary...8500 Lucerne Diive Under Trust
Chagrin Falls,Ohio
David Dunlao Ronev Son Yes Legatee and Beneficiary
45.23 Gatetree Circle Under Trust
Pleasanton.California 94566
Pittsburgh National Bank,Trust ee
Under Will per Paragraph Fourtt
of Will dated 2/6/70,Trust fox
Rosa D.Ronev.t.,rife.marital
Pittsburgh National Bank,Trust ee
Under Will,Per Paragraph Fift~
of Will dated 2/6/70 Trust fox
Rosa D.Roney,John Edwin Roney,
Dorothy R.Curtis and David
Dunlap Roney,Residuary
<i·
.'
.~..,
(
h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
-
NAME DATE OF DEATH RESIDENCE
-_.~
----
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
...-j ~~""'t..t ...(")~"-J 0 ..~.""'1 ;,.;""'i _til _
o 1-'-='0
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S":totJCb:t-1
:0:-g
:'1
'("1':'<.......
Deceased
63-71--749
Year
P.'J THL
OF THE
ESTATE OF
(No.
CHAS.G.RONEY,a/k/a
..CliARJ:.E.S ..Ct.J10NE.X ...
Will
Administration
Late of ..135 ..Church..Stree.t .
Claysville,Pennsylvania
County ofWa f3.l1it:lg.t.9P.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.IId '.0 J Nul~\NHI SV/,\
ST'!Un JO 'iJl SI~::JU
ON;U.';i I ".J':>Snt.1
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RCC-49 (8-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INj'£RITANCE TAX DIVISION
"HARRISBURG,17127
PENNSYLVANIA ESTATE TAX
DETERMINATION 1.3'-
Estate of:-.CJ-/q(tLes G R6 fJE Y
Date of Death :.ru L\..{/J...,<:j 7 I
County WltS /\1 '"qTOVl Ooc.f{e f 38 ~/C(J..,'f
Bureau Fi Ie No.(,3-7/-'7 '11
1.Taxable estate per u.S.Estate Tax Return,Form #706 fi led 4/I l'hl..
r--
2.Taxable estate per final change in Federal Return dated
3.Amount of credit for State death taxes.
$
$-------
As shown on ~eturn form or final change notice ($J C ~o i,gj)
As verified by computation '0 ~(j \?',gj
4.Penna.Inheritance Tax due and/or paid cp\A{'cr
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)
7.Total liability for Penna.Estate Tax (3 -6)
$s~500 .UTJ..
No 1'Je..
8.less:Previous payments on al c of Penna.Estate Tax
Date of payment Amount of Tax paid
$,------
Amount of Interest paid
$,-------
1
9.Balance of Penna.Estate Tax due (7 -8)
10.Interest due from to @6%per annum
11.Balance of Penna.Estate Tax and interest due as of _$==='11~o=vt~~~
Prepared by
Reviewed and approved by _
(NAME)(TITLE)(DATE)H.<JI~',.4 roll.g;w (01l~J.';«<;....,
-.
..'
~
PITISBURGH NRTIONRL BRNK
WASHINGTON OFFICE
WASHINGTON,PENNSYLVANIA 15301
October 23,1972
Department of Revenue
Transfer Inheritance Tax Department
c/o Register of Wills
Court House
Washington,Pennsylvania 15301
Re:Estate of Charles G.Roney
Gentlemen:
We enclose herewith copy of Estate Tax Closing Letter for the subject
Estate received this date from the Internal Revenue Service.
Sincerely,
~a.~
Joseph W.Linn
Assistant Trust Officer
JWL/jlm
Enclosure
/180839-7 ,
ALLOWED IN IFormRCC·lO 'DEDUCTIONS.,.
STATEMENT OF DEBTS $~t4 '/:87.6.¥.:,OFFicE OF THE THE SUM OF ............
REGISTER OF WILLS AND DEDUCTIONS 12/21/'7 ~Washington DATE APPROVED ....... ......................,.......................OF .COUNTY
AND AGENT OF THE COMMONWliALTH R.a..L<).h~~"V\C-\...l..M..y'I ,~J'~
Regilier of Will.,Agent
ESTATI:::OF Charles G.Roney LATE OF Claysville
DATE OF FILING APPRAISEMENT 2/29/72 DATS OF DEATH July 12,1971
DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
1971
July 21 Russell Marino,Register Letters testamentary;ten short
certificates 27 50
26 Washington County Reports Advertising letters testamentary '14 00
Aug.2 Russell Marino Certified copy of Will 12 50,
2 Russell Marino Fifty short certificates 50 00,
12 West Penn Power Co.Final bill at lumberyard 64
12 Claysville News Newspaper account 6 30
12 Ferrell Funeral Horne Funeral services 1,593 50
12 The Claysville Cemetery Opening &closing grave 85 00
12 Sprowls Hardware Book account 82 79
12 Bell of Pennsylvania Service to Aug.1,1971 30 83
20 Howard lo-Tasler .Funeral flowers 56 18
23 Rosa D.Roney,widow Family exemption 1,500 00
25 Pittsburgh National Bank Postage and insurance charges re
sale of sundry securities 1 00
26 Pittsburgh National Bank Postage and insurance charges re
delivery of securities 4 25
31 Delmer C.Larkin,Tax Collector School Tax for 1971 10 00 ,
31 Barbara M.Laird,Tax Collector School District Tax for 1971 43 ,:·81
31 Harry R.Cook City Treasurer School District Tax for 1971 42 81
31 lone L.Ramage,Collector lBorough of Claysville Tax for
11971 40 42
31 lon@ L.Ramage,Collector ~chool District Tax for 1971 '.97 02
31 lone L.Ramage.Collector lBorough of Clavsville Tax for
~971 44 83
COMMONWEALTH OF PENNSYLVANIA }so:.,.
COUNTY OF f""~~,.I,HEREBY CERTIFY,THAT.TO.THE BEaT OF
~v KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa 01"
ACMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED','AS DEDUCTIONlil FOR
INHERITANCE TAX PURPOSES.
CL.6.1
SWORN AND SUBSCRIBED BEFORE ME THIS CAY 01'
Ill __.,/'
/'
.'.,~'
Form RCC·1O DEDUCTIONS ALLoWED IN
,.~
OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$............................................,
REGISTER OF WILLS AND DEDUCTIONS DATE APPROVED ........OF •COUNTY .................................................
AND AGENT OF THE COMMONWEALTH
Reglsler of Wills,Agent
..
ESTATl:::OF L.ATE OF
DATE OF FILING APPRAISEMENT DATS OF DEATH
DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~"
1971 coI1t 'd
Aug.31 lone L.Ramage,Collector School District Tax for 1971 107 60
31 lone L.Ramage,Collector Borough of Claysville Tax for
1971 46 43
31 lone L.Ramage,Collector School District Tax for 1971 111 43
31 lone L.Ramage,Collector Boroughrof Claysville Tax for
1971 36 88
31 lone L.Ramage,Collector School District Tax for 1971 88 49
31 lone L.Ramage,Collector Borough of Claysville Tax for I
1971 41 02
31 lone L.Ramage,Collector School District Tax for 1971 100 84
Sept.2 The Claysville Recorder Advertising letters testamentary 12 00
7 Pittsburgh National Bank Postage &Insurance charges re
sale of sundry securities!1 05
7 The Washington Hospital Balance hospital bill 63 57
8 J.Paul Proudfit,M.D.Balance medical attendance 41 20
8 Karl C.Randall,III,M.D.Balance medical attendance 8 00
9 Internal Revenue Service trhird quarter estimated income
tax 2.500 00
16 Rosa D.Roney lReiinbursement for honorariums 80 00
16 Rosa D.Roney lRent of Harry Dreamer 30 00
Oct.15 Pittsburgh National Bank Postage &insurance charges re
subscription to Philadelphia
!Electric Co.,Com.Stock 50
COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF
I.HEREBY CERTIFY.THAT.TO THE BEOT OF
MY KNOWL.EDGE AND BEL.IEF.THI!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENsa OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEAOED.All DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
(L.6.)
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP'
1"__
-2-
.
Form RCC·1O DEDUCTIONS AllOWED IN
,~.OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$.........,..................,.....................
REGISTER OF WILLS AND DEDUCTIONS
OF'COUNTY DATE APPROVED ....."..................................,...........
AND AGENT OF THE COMMONWEALTH
Reg'der of Will••Agut
ESTATl!OF LATE OF
DATE OF FILING APPRAISEMENT DATIi 0..DEATH
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"'''
1971 cobt'd
ct.18 Joseph w.Linn Reimbursement for monies advanced
for copies of certain Court recorcs 9 50
18 Pittsburgh National Bank !Appraisal fees 200 00
18 Pittsburgh National Bank IAppraisal fees 150 00
ov.4 Russell Marino Two short certificates 2 00
12 Pittsburgh National Bank General liability insurance accour t
premitml due for liability
insurance coverage 41 00
24 Alan N.Bress,M.D.and
James C.Bress,M.D.lMedical treatment 15 00
26 Claysville Christian Church Balance of pledge 255 00
1972
an.4 s.White's Sons Montmlent at grave 1,239 f 00
14 Internal Revenue Service Quarterly payment of estimated
tax 2,500 00
eb.4 Edward J.Lee For services as Constable 75 00
25 Pittsburgh National Bank -
Mort2a2e Denartment Service fee re mortgages 115 86 I
28 Penna.Department of Revenue 1971 Penna.Fiduciary Income Tax,
principal income and gains 357 72 1
29 Penna.Department of Revenue 1971 Penna.Fiduciary Income Tax 29 54
are 1 Russell Marino Filing inventory in subject estate
~nd balance on letters 46 00
2 Edward J.Lee ~erving landlord warrant and
!post property 35 00
COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF
I,HEREBY CERTIFY.THAT.TO THE BUT OF
MY kNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01"
ACMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AIlI DEDUCTIONll FOR
INHERITANCE TAX PURPOSES.
-(L.6.)
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP'
18 __
-3-
M
F
a
N
Form RCC·lO DEDUCTIONS AI..LOWED IN
..
OFFicE OF THE
REGISTER OF WILLS
OF _'COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF $.
DATE APPROVED ..•..•..
AND AGENT OF THE COMMONWIALTH
Register of Wills,Agent
ESTATl!OF LATE OF (
DATE OF FILING APPRAISEMENT DATE OF DEATH
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT
VOUCH""
1972 co ~t'd
ar.7 Harry R.Cook,City Treasurer City real estate tax 44 10
ay 19 P.~ttsburgh National Bank Postage and insurance charges re
transfer of securities 1.46
26 Malcolm L.Morgan,County
Treasurer Washington County real property
Tax 80 71
26 Delmer C.Larkin,Tax Collector jrownship tax 1 18
26 Mildred Mosier,Tax Co11ector [rownship property tax 34 26
une 30 Barbara M.Laird,Tax Collector [rownship Tax 5 47
uly 21 lone L.Ramage,Tax Collector 1972 School Tax 97 02
ug.8 lone 1.Ramage,Tax CoHector Borough of Claysville Tax for
1972 48 51
18 Delmer C.Larkin 1972 South Strabane Township
School Tax 10 00
22 Mildred Mosier 1972 School tax for Trinity Area
Ie-•t.\'n;",t-,..;"t-Hi..Qi..
ept.27 Sanitary Authority South Strabane Township Sewer
assessment 549 96
ct.12 Pittsburgh National Bank Postage &insurance charges re
transfer of securities 1 41
ov.17 Frank C.Carroll,Esq.Documentary stamps on sale of
property to Lois J.Mounts 56 00
21 Pittsburgh National Bank Pee for services in sale of 235
~cC1ay Road 25 r 00
COMMONWEALTH OF PENNSYLVANIA
}SS:COUNTY OF
I,HEREBY CERTlI'Y.THAT.TO THE BEOT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU 0 ...
ADMINISTRATION SUBMITTED TO THE EST""TE OF DECEASED,AD DEDUCTIONIO FOR
INHERITANCE TAX PURPOSES.
(L.6.)
SWORN AND SUBSCRIBED BEFORE ME THill DAY OP'
18 __
-4-
o
S
N
A
J
J
M
M
1 •
Form RCC·1O DEDUCTIONS ALLOWED IN
"..
OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............$...............................,.....-....
REGISTER OF WILLS AND DEDUCTIONS..DATE APPROVED .........................................................OF COUNTY
AND AGENT OF THE COMMONWIiALTH
Reglit..of Wills,Agut
ESTATt::OF LATE OF
DATE OF FILING APPRAISEMENT OATS OF DEATH
DATI!NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIt
1973
Mar.20 Pittsburgh National Bank J,.iability insurance period
11/20/72 to 11/20/75 13 00
Apr.10 Delmer C.Larkin 1973 South Strabane Twp.Tax
"Tash.Co.Pa,1 18
Charges re sale of securities 8/24/71 to 8/27/71 749 83
Sherman H.Siegel,Esq.\Attorney's fee 27,240 00
IPittsburghNationalBank~ompensation 33.300 00
74.487 04
•
COMMONWEALTH OF PENNSYLVANIA }SG:COUNTY OF Washington
.,Joseph W.Linn,Trust Officer HEREBY CERTIFY.THAT.TO THE B£OT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Gharles G.Roney ~"'r.~'A.DEDUCT'OND _OA
INHERITANCE TAX PURPOSES.PittsbUrg~a~~al ~n
.WOAN AND9{fi}F .??~:!:k:DAY <w
hv ""=0 --)I....~,,,,----'L.6.)
AsSf,Trtlst Officer
~eA IIcl2JAM.o
GEORGIA POURNARAS,~Y Public
'Ittaburgh,Allegheny 0.,Pa.
8J CORlmlsslon Expll'll8 -5-&n:IJ 15,197.1)
_~~~--'------'-''''''''-~_''''----;-,~l..
;...'.
'-,
.....
•~..
ESTATE OF _Cherles G.Roney~a/k/e Chas.~.Roney,-Doceasedo
$_~(t"f.9.6J .
.$24;t·1'.t t
."
$._-~--7S!'OI)
$__~~?)4000~aWl"a~_
$~_~...I-.:::t..S'~d,.j.J..,.J£:~d_
$ ........$._----
$._----
RUSSELL IvIARINO,REGISTER OF "lILLS
By:,
,
..
ADJUSTHENTS -FILE NO.63-71-749
DEBTS &DEDUCTIONS FORI,I -AI·tOUNT CLAIMED
LESS IT-S·IS DISALLO~'lED:
••
=
..
:<:-~At:uaV/AJ·j/};~JA/,~;:~A~~'~-~;'~';;~j~b$~:k;;~'~~""......';'
:/"p I"..
'.TOTAL j1T,j,m1A3LE DEDUCTIONS
~>-w.J.nat Ap]froved
,-....
-...•BALANCE
.ADDITIONAL DEDUCTIONS -ACCOm~T &AUDIT
....
....:
t.
"
,~.,.
.~~~__.J
.'
RCC-81 (6-71)
In Re:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUl'HY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
PITTSBUl~H NATIONAL BANK
(E xecutor or Adm inistrator)
Estate of CHARIES G.RONEY a/k/a.~.
IN YOUR REPLY·PLEASE
REFER TO
Inheritance Tax Division
Dear Sir:
WASHINGTON County - FileNo.~6~3~-.L:7l!!::..:.--l7.....4o.L9 _
You are hereby notified that the__~or~i~gC>!in~al:!*..._
appraisement in the estate of Charles G.Roney
has been filed in the office of the Re.,gister of Wills of,__':..:.:'la=s""h~i~ng~t~o~n~_
County on March 24,.,191£,Said appraisement reflects the following
valuations:
Real Estate 7,200.00
Personal Proper:l,Ob5,067.S4,------
Transfers,_
Jointl y Owned -r--r'rt"1"....-~--------
Total 1,012'267.84
/As to such tax that is paid within three months from date of death,a five (5%)
perc,nt discount is allowable.As to any tax that remains unpaid after nine (9)months
(fify:en 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,
ieresl 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 __MA_RC_H_24~,=__1_9'72 _
Title APPRAISER
DATE OF DEATH:July 12,1971
Note:This is not a bi II.
-~--
t".._-_.~.'I
.".
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT
Estate of RONEY,CHARLES G.a/k/a DATE OF DEATH7-12-71 FILE NO.63-71-749
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON ,
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
Dated:MARCH 24.1972 ~;<:".£~~lJkU~
INHERITANCE TAX APPRAISER /.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report thttI 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 VALUE A¥EPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)$.200 00 ~$'/"Jnr .....r $
Personal Property (Schedule B)J.UU5,UO'(,tS4 1005,00'7.34
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS 3,012,267 84 1,012,267.~4
Less Debts and Deductions non
(SCHEDULE F)
CLEAR VALUE OF ESTATE ],012,267 84 ],012,267.84
Valuation of life estates or
annuities ...................$t=t:t=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $2%$
Tax on $~$
Tax on $%$
Tax on $10%$
Tax on $15%$
Exemptions *(*)As evidenced by Charitable
Total Estate Exemption Certificates issued
TOTAL TAX $by the Secretary of Revenue.
Less tax previously paid $t=BALANCE $
Less 5%of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE $t=Add interest at rate of 6%from
to $
AMOUNT OF ESTATE tAX ASSESSED $CEstatetaxpaid$l-BALANCE DUE $
Add interest at rate of 6%from t=to $
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.
vt~
"
JIll"'"----.-
Will
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
CHARIES RONEY G.
Deceased
Late of "....GLAXS.VJUE ..
County"of WASHINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
;;'".:I'
........\,LL"-.uL.,(f~::~"'~).p.;;t.
~-
..~}"'onn !1CC-2 -.-I
'~..
COMMONWEALTH OF PENNSYLVM.JIA DATE MARCIL"24,......19?2....,,.......,..............
DiliPARTM~~T OF REVENUE RESIDENT INHERITANCE TAXor COUNTY ........,1~ASIUt;CTON..."..."...,........BUREAU OF COUNTY COLLECTIONS .............
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO...,....,63.9':7J,:~~749 ..,........................................
Whereas,."..."..,',.,",....,..CHAP,LE,~...G.......RCm;:Y..,a/..k/a.,.............."....,..,..'...",..,........late of .....,.",.......G.Ll\Y.sVII.LE,..............................,............,.............
in the County of .........,.,",.........,...,.,.....,....~\~A.sH.;rNGTON ..",..,",.......................................,.........,Commonwealth of Pennsylvania,having died on
the ,...,.,......,.".,··.,......,.............··..............12th,.....................day of ..,J-ULY....··",.........,·.··..,··..···".........,..,·..,........19.....71,seized and possessed of an estate
SUbj;~e::::r:~~~~~~~..~~::~~~1i:::1~.~.,of Pennsylvania;
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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadefOI'Inheritance
Tax Purpoles
ftEAL BS'l'ATE $
Cl.'t,'Qf"tJt;'nllTl,flf-""'I<'f.PDl)"T (~-'.!n:.'''1'T'?-
PERSONAL
C'I<''''Cf'U'7nnili'In:m Ill<'ApPl:)'"T~'I<~)olld\l'T''I 1V'\t:.ntJiJ cu
TOTAL lJQ!\)".?{.,?lRia.
?
/
~.
~avi~g been duly ~worn acco:din~law,I do hereby certifY::l that the above appraisement is made in con-
formIty wIth law on thIS ........................;!...;.,:....:k...,..............day of ......;;ey;;............!.'..l.I:;.,L......~..C.....'rl..............................................197z,-.-
.........~01.,,(..<;~.............d.~d.4G.,...........................................
.,..........Jr...,':/.-'I.,.......~y(jd,,£,<Cl.(......~.,tr :iz~u!...;?kf..<.kllJf;&,....
.......\\fASHlliG'rON.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..GHAPJ:.ES...G.•...RONEY···alk/a······Deceased.
Late of
"CLi.ySVILlE .
Date of Death,July 12.,1971 .
Appraiselllcilt Docket Vol.,,38.~.
Page,192-4 No.··6.3-71-'7·4,·9·············
Filed in Register's Office,MARC.H 24,~J9.7.2...
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.
Entered and charged,.
·VJ ··ODNDlfHl'iHSV1A
SllHAJOB31SI~3B
ICY:::r;~':Jtl:r13 s sn}l
1'.:t !'iI"'1 t""r t J::J 4 .r..$Ad 1.rH 1'-'
'ffj :lll ~l t
fr
r
/
¥
PITTSBURGH NATIONAL BANK
WASHINGTON OFFICE
WASHINGTON,PENNSYLVANIA 15301
April 11,1972
Commonwealth of Pennsylvania
Department of Revenue
Transfer Inheritance Tax Division
Office of County Collections
Harrisburg,Pennsylvania
Gentlemen:
Pittsburgh National Bank,Executor of the Estate of Charles G.Roney,
elects to have the remainder of this Estate valued as of the date of
death of Mr.Roney,July 12,1971,and will pay inheritance taxes
thereon at their lowest effective rate.
Sincerely,
Joseph W.Linn
Assistant Trust Officer
JWL/jlm
J
,
'W
PITTSBURGH NRTIONRL BRNK
PITTSBURGH,PENNSYLVANIA 15230
Auaust 16,1971
Cammoowo41th of Pennsylvania
Depnrttnf)nt of Revenue
Bcrrtoburg.Pennsylvania.
PITTSBURGH NmOlin B~NK
WASHINGTON OffiCE·sa
WASHINGTOtl,FA.
Rez Kotato of Clu3rlGs G.Roney 080839...7
Gentle=n:
Thin bAnk Me quoUfled Gnd i8 Gct1113 08 becutor of the Bototeof
Charles G.Roney.cleo ltnOt1D as Choat G.Roney,vho died Jul,.12.1911,
Q resident of Cl&yovUle.Uosblnaton County,Pennsylvania.
ThO ixocutor 10 4001l:ouo of oecurlns voivors in order that Pennsylvon1n
stocka ~7 be oold ubon necesoory.The Bstate 18 not yet 1n tl P08tU~
to fl1e tho Pennoylvont4 Inherit4nce Tax Return.Tbe proper formn-vlU·
be flled 1n duecouroe,ond whatever Pennsylvania Inheritance Tax oDd
Bstbtc Tax is ultimately found to be due will be paid•
.jberefore.it Is f$questod thet velvero bo issued tn accordance v1th
theottacbed application.
If teque.ted by the D3portment of aevonuo,the Piduciary will file ito
bood in n fo:rm ectlofoctory to tho Doparttn3ut of Revenue.
Rcopoctfull,.
~~
eMS.B.Bnlov
Aselatont Vice Preoldent
CBnIjltn ,,
CC •ReniQter of ~i118 of UDshlngton County.
a'Dsblngton,PoemsylWiU•.o
I,
.:..;,:;.~'"",""::"".;',"h ,,.".';l;'::{)t.~:,S""}'\'
'APPtiCATIONFOR AND CONSENT '
TO TRANSFER SECURITIES '
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
"v..t:DATE August~f16.1971 ,
;..:"..',","1
"'.;;l.
I"'".
·,(
Regist~~'ar Wills
:.,,:-;},.'.JTit1e)(County)
'..,~~.~(;,,:
\..,,-,.,..-'.,~.
'.'•
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of ,the Audit of Account filed in the Estate of
192-4.Docket 38-
)Date of deatb__J_u_l.....;y~_1_2~,_1_9-c-7_1 _
\No.63-71-749 Term.19__,A.A.
)Chas.G.Roney,Deceased
RONEY ,Charles G.,a/k/a
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwearth of PennsylVlaIlia,claiming transfer inheritance tax in the above estate,as follows:
DR.
To appraised Vialue of Estate:Rea1ty _.~___._....__.__..__-.----.__..__$__~7'___=:;;..=__:::d:.....()=_.L1~(J:......!!!.O _
Personalty ._......__.m ...n....$~O()~0 ,7 J t t
Additional Assets per Account,Subjeot ,to Tax .__.._....._..__.__..._-------..------.------------------.-$._
Addrtional Assets per Audit,Subject to Tax ..__.....__._.------.---.-------.-------------------------------------------.------$
GROSS VALUE .__.__....._.........__---------.---------------.--.-.-----....$
CR.
Debts and Expenses per Account;see Note
Additional Debts and Expenses per Audit
II
)
$-------
$-------
$-------
$-------
$---
~0 I _2-~-'-.L..L7.---"'r-?--'I:---
$---LJ./;L/12,(j f
$--
TOTAL DEDUCTIONS,$
NOTE:The folIowing credits claimed in the Account are
held not deductible 'as against the tax:
CALCULATION
Gross V~Uem_mm_mn --.L a I 2.,.1 /'1,<;1 t----,)~.
Less Deductions 00__00________7,5;'F''t ~9
Clear Value ----....-----J-J ~l 5'11_--'-,-'--1-"'.'("=---_
Tax·!
able
a't i---------trY \-
=/--------
at '
15%)_
$-------
TAX PAID ON ACCOUNT
Total Tax ._._........__._.._._._.__..._.._..$,s":/.J 'ILl;fj'"-r:L.J:l;--'--J:i--~L..
$"0 00.0 0 Less amount previously pa,idn.nn m.•••_m .....n_$
Balance .__.__._.__..__....__. . . .._..__._...._.__......__.--$1L9'-I-J..1.'-111'/7 ~:4 'II ').-/7~--)----
Interest-L~Ts._Lmos.--days @ __%------------.$/.l5:"Li-"_
$
$-----
$--------
$--_._---
TOTAL TAX AND INTEREST DUE __,,.n ____.__._.__._$---?-.3 2.(:),.3 d
#\'r2.J ;:3~O·-33 -~eJ~~!-------
/
~/t/;/~7Y .~-~~--~~
L
8:s:
:s:"o :lJz»
:E ~
111 "~111
-l:r "11 ~o 0 :lJ
"11 :II"»111 "Z "Z 111
fI>»<:IIr-»<z»0z111
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tz:jrn~~
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~
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I
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~~
RCC-49 (B-7 \)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
PENNSYLVANIA ESTATE TAX
DETERMINATION ~",d.
•LTR.
/
Date ~QI\Cf 19 7'1
Estate of:CHQllles G.RONE'(,......--_
Date of Death ,..11 •I 111
County UJ Rs I-f l"''i(tI",T:D.3!"L~·lf
Bureau File No."/:;3 ·11·74'1
1.Taxable estate per U.S.Estate Ta_x Return.Eorm #706 FcfttJ.4·'f .12-
2.Taxable estate per final change in Federal Return dated 10 ..10.72--
3.Amount of credit for State death taxes.
$460 2..11.of
$"0 C~q",qe
f1cc:fPT,L OJ'':I/~J.
As shown on return form or final change notice ($~)......-
As verified by computation
4.Penna.Inheritance Tax due and/or paid 41/\Fhci $5J..SODP'o
IO,to/,1llf
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)~-J.,500,00
7.Total liability for Penna.Estate Tax (3 -6)
8.Less:Previous payments on ajc of Penna.Estate Tax
Date of payment Amount of Tax paid Amount of Interest paid
$,------$,-------
9.Balance of Penna.Estate Tax due (7 -8)N4fUe
10.Interest due from to @6%per annum
11.Balance of Penna.Estate Tax and interest due as of _$====:!N~IJAJ==~=.=
Prepared by --\;;;r.laFl\lJ;uw ~O--,-"/J~T_•.=SIA=.:P'---'U'---'-"....:......_
(NAMEJ (TITLE)
(DATE)(TITLE)
Reviewed and approved by '"""-
(NAME)~I c:S"~Cl~1-(.S leqd.,E.$Q..
r:;..,"'H "Pi'"f)uA PolfO.s .tf
B41CU\c(,T~)('t ."r OU c.'J~t>,~3
P(,l Rc:lrW ,(!,,1'clh ~Df('It~e.;...£1,.''1
l~rt~t.sr ~oi"l'tt't('cf To 1..12••1"1
J r.C~=·j"'·"··i_'''''~~~:;~~~~~~~;'~~~~.~~~~~;;'''''-''''''''::'1i",a.:.,,~J
DEPARTMENT OF REVENUE
NO.8 11662 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX
~~'_~__.~~,~~~~-:_c.__~~:_~=-_\_...d~~-J~~
RECEIVED FORTY SS:l!EN~.TB.miS~~<-:-1tIVE;jRfN1).REl1~;m(t OOlIM--..----.....---------dollarsPITTSBURGHNATIONALBANK...EXR..represen ing ennsylvania Inheritance or
From:ATTY.SHERMAN H.SmGEL I Estate Tax due from the following estate:I~
Address 215 liASHINGTON TRUST nnrl,DING I 2%Tax on $$~
tlASHING-TON 6%Tax on $ON ACCOUNT $50 t 000.00 IIj
File No.63-71-749 Date of Death I - •...,...t 1 I 15%Tax on $,_$C
Date of Payment OotobQ~4$.1971 I
'~II Name of Decedent CUARLES G..RONEY I
%Tax on $_
Estate Tax,Act of
May 7,1927
$I~
$~
County WASHINGTON I
Remarks:
JJ.10
/-f
,,";I,.
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
$50 ,°00.00 rJl
$2.500.00 n
$I~
TOTAL AMOUNT PAIDSEALlJrn~[p [L~@illlJ~aitSOC.OO
"$.I~I
NOTE:This Triplicate Receipt ta be retained lor.audit purposes.,/~38-192-4 .
•Received bv '<'!.1:'.'"j'".1~.)NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the'life"'-.e ) •~
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl,"..
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the "/.,1\-,----:..".,''U',j :",)
life tenant or tenant for years whenever it appears that such additional tax may be legally due and ,,"\-'-;;:;;:>(Title)".
collectible for any reason whatsoever.'\,!
27.50
14.00
12.50
50.00
.64
6.30.
1"5 93.5 0
85.00
82.79
30.83
56.18
1"5 00.00
1.00
4.25
10.00
43.81
42.81
40.42
97.02
44.83
107.60
46.43
111.43
:3 6.88
88.4 9
41.02
1 00.84
12.00
~1.05
63.57
41.20
8·.00 '
2,5 0 0.0'0
80.00
,.l'30.00
-&a_a
-...~-
.50
9'.5 0 I
2 00.00
15 0.00
,2.00
41.00
15.00
255.00
1,,239.00
2,5 00.00
75.00
11 5.8 6
:5 5 7.72
29.54
46.00
35.00
44.10
1.46
80.71
1.18
:5 4.26
5.47
97.02
48.51
1 0.00
144.94
549.96
1.41
56.00
25.00
13.00
1.18
749.83
27,24 0.0 a
35,:5 0 0.0 0
74,487.0 4
7 4,4 8 7 .0 4 1:1
1:1
.."'_Wp_""'--'"
'-----,~-
"-4
~~~
~
$'
~
~~
--------------------------------------~-----_.-----------~--_.~------
CLERK OF ORPHANS'COURT DIVISION
~~~
Clerk of Orphans'Court
Per ~d ~
Washington,Pa.,a.d.....,JiC-'7_·__,1921'
OFFICE OF
RUSSELL MARINO,Clerk of Orphans'Court Division
.~
3514
State,etc.•••~$=:;::::==:::;:~
J.i&"V1 S 0......•'-----Total
I
III
I,
I
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II
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I
III
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1
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III
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IIII
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4,,019-50 +
~153-40 +
2·14-80 +
1SQ,82S-75 +.~4 33 0 70 T,.,;'-.
1.5~aO.')-co +
.31~626-75 S O-CO T~~243-05 +
31Q,36S oPl T 301-79 +O·O-vO r
301-79 r
331.634-39 +:)- 0 a f
o-co f2q,814-S8 -
.31~869-e1 t31(136:1 -e 1 f
30~7g0-54 +"-98?04?+"-11 .-~
2 !~4 5 0 - 15 +31~.g52-23 T0-0(,)T
~433-70 +
J-OO T ?3t684 039 T14q.231-63 T
140,243-21 -
:.J-CO T)982-42 If 1~300-00 +
2~O97-':5 +1.1J4-fl7 +OoCO T -t275-CO +125-46 T~451·00 +450-50 +31Q,869-81 +':;.;595-00 to 5J:)-co +~g92-42 +~8 1 5 -(;0 +~64s-e2 +31~852-23 T 19.,687-!J0 +263-58 +1Q,41,g·63 +S-58 t-0-00 T 1,?,3JO-CO +I~P39-()1 f~
2~89J-'t:O +CJ~
-::-~?......--.1<,7'34 -75 t-1~900-GO +v-co T p-1<,095-50 +2 1.3 1 3 -00 +3~750-(;0 +e;,52S o CO +1·toes-eo +1~637-50 t-2~()2~-OO +14.A300-00 -14,,812-50 ,.1;~89!]-OO +-211-20 T1~2400bO t 1"~2S3-CO +4.7 25-CO +23'~8~0-88 S 0-00 i11.9 13 -()0 +2q,949-E6 +4.A50:)°CO +301.790-54 f ~392-GO +.
4,,816-0010.462-(,0 +
09J6-CO +0-00 T -42:1-00 r:I .
15q,826-75 T
0-00 r2'~o 5 3 -76 f-
O-vO T 27.A935·GO -'~542-54 +1.124-76 T-~-,
5.225·CO -~""-
-682-46 f"-~'"0-(;0 T.....~,
""~o T
0 0 00 T
4 ~5 4 7 •72 t -'J r,')2 0 76 +:J <-.;V "-
~.;475004 t 54.;7203 0 33 +"•••11..-'~
5~022076 T 2 1.;6 U()O (;0 +18 072 +
1 7.;8 30 0 54 +56 0 49 +
~.~..t.o 000 T 14oJ 231 o E3 T 1.1875058 t
593 0 04 +
1~23J066 +JoG 0 T 1 Sob 0 +
238 0 00 -;.1.;944 0 38 +
607 0 50 +13 0 33 +474 0 32 +
447 0 20 +92 0 00 +o 038 +
1.;615 0 50 +125-66 +1.1 50 a 0 25 t
870 0 00 +499-00 +485 0 ':8 +
~060oCO +110-0;)t 9 0 e7 +
6.;830 -00 +75-00 +1[3 -7,6 +
'i!:50G5 +3.;163 097 +8 - 4 1 +
2J 970-CO +~6 5 1 - 7 3
+1 4 0 t..P +
4,;063-50 ~9.1 7300 (9 T 57 • 4 I
+
1..320 0 C J +2-tJ 7 +
L~027'68 +O-CO T 56 •4 7 +
1.;01fl-50 +1 1 1 - 1 6
l-
1.;123-00 +4 ~5 04 -gO +726-43 +
;;'170-(,0 +43/JO,t-Ul t 99 0 52 t
546-00 t 4~50.g071 +1 - 1 2
+
612-00 +13Q;51S 0 52 T 596-40 +
4.;263-EO +204 0 58 +
110-00 +OoCO T 1.;256 0 79 +
1J 132-5U to ~641-01 t
1J 403 0 f.0 +~730-69 t 0 0 05 +
870-00 +130,518-52 +1~8g0-54 T
~348044 l-14Q249-21 T
685·(,0 +0-'0 0 T
54J2,g033 T _:.0-''::-h '"
0-00 T
~779 0 ~'O +
<t180 0 00 -
-400 0 lOT
OoLO T
~4 2 2 0 8 1 +
1~3JOoOO -
-877 0 19 T
OoGO T
1~627069 +
20;,025 0 00 -
-~397031 T
0 0 00 T
~717049 I-
6,,350 0 00 -
-~632051 T
OoCO T
)000 T
~~
o 0 CO T
211 0 20 +
424 0 GO +
632 0 46 ..
400 0 10 +
877 0 19 +~397031 +
2.A632 0 51 +
3.J624 0 77 T
JoCO T
7 2 1 3 9 0 8 1 +
;I -7 +3,,524 0 (
2Q;37,l058 T
.~6 2 '}0 52 +
~525000
1,,104 0 52 r
O°CO T
~3 7 1 03 1 +
<t275 0 00
1,,096 0 31 T
0 0 00 T
~805007 +
2,,457 0 00 -
348 0 07 T
0 0 cor
1~;;26048 +
~450oCO -
~776048 T
OOUO T
~271°CJ +
~390000
2",331 0 00 T
0·00 r
1~662019 +
13.J650 0 00 -
~O 120 1 J r
0 0 (;0 T
.:'J.,143 0 19 +-
4..7 2 5 0 ('j -0 0
~4 180 j r 1 I)
12,,348 0 13 +
1<t362 0 S0 -
~985063 T
'joCO T
1 1,,594 0 76 ..
lQ,418-o3 -
',,'75-13 r
O 1·9 'J 00·
7 ·:1u 0 0 0 ca +
73,,463-13 ""
1,,536 0 E:7 T
0-00 T
0-00 T
LJoeo T
1,,124 0 76 I-
1,,104 0 ::2 +-
1,,036 0 31 +
34d o Cl +
~776-t,8 ...
~881-C:0 I-
~o 12 0 19 +
~418-19 +
.:L98S o /53 +-
1"1 7.3 0 1 3 +
1,,536ofj7 I-
26,,460 0 15 T
0-00 T