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Home My WebLink AboutOC1971-1074 - ESTATE OF NEASEESTATE OF QIunrt uf QIummun Jlras uf lIan11ingtun QIuunt!}. Jrnnl1yluania.®rp4anl1'QIuun mi~U·l1·nl~7tf-/CJ7/N~63-11-10 4 J J.Frank Nease,deceased, trust for Anna Nease C Q T In the matter of the:_F_i_n_8...;:;;1 _ Account of Pittsburgh National Bank Successor Trustee ADJUDICATION AND DECREE And now December 3£$(/,19-.l!.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereoathe bta~e for distribution in the hands of the Ac.countant.is deterrY!i~ed to be $3,19 .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 distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Additional credit aake d at a udi t Balance 1 Balance per account _ Additional debit asked at audit $102,560.88 499.°2 $103,059.93 19860.9t;83,198.98$ Deduct Clerk's Costs &Receipts'--_ Attorney Sherman H.Siegel To the estate of Anna Neas"life tenant,now deceased,balance accrued income due, 70.2° 2972.54 Irene Bennett Graham,1/4 remainder,including cash and the following assets,held in kind and distributed as such at the carrying value,per election fi led:- $10,000.00 par value U.S.A.4.125~Treasury Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corp.Com.Stock 75 shares Kennecott Copper Corp.Com.Stock 75 shares Mobil Oil Corp.Com.Stock 150 shares Standard Oil Company of New Jersey Com.Stock 50 shares Union Carbide Corp.Com.Stock 50 shares United States Steel Corp.Com.Stock 20038.99 Kathlene Graham Swart,1/4 remainder,including cash and the following assets,held in kind and distributed as such at the carrying value, per election filed:.. $10,000.00 par value U.S.A.4.125%Treasury Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Common Stock 150 shares Gene ral Motors Corp.Com.-Stock75sharesKennecottCopperCorp.Com.Stock75sharesMobilOilCorp.Com.Stock 150 shares Standard Oil Co.of New Jersey Com. 50 shares Union Carbide Corp.Com.StockI50sharesu.S.Steel Corp.Com.$tock 20038.99 r \) " r Karen Graham Larsen,1/4 remainder,including cash and the following assets,held in kind and distributed as such at the carrying value,per election filed;~ $10,000.00 par val.ue U.S.A.4.125%Treasury Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Com. Stock 150 shares General Motors Corp.Com.Stock 75 shares Kennecott Copper Corp.Com.Stock 75 shares Mobil Oil Corp.Com.Stock 150 shares Standard Oil Co.of New Jersey Com. 50 shares Union Carbide Corp.Com.Stock 50 shares U.S.Steel Corp.Com.Stock 20038.98 Gordon A.'Graham,1/4 remainder,'including cash and the following assets,held in kind and distributed as such at the carrying value, :per ele ction filed:-.' $10,000.00 par v~ue U.S.A.4.125%Treasury Bonds due 11/15/73 , 100 shares Allegheny Power System,Inc.Com. 150 shares General Motors Corp.Com.Stock 75 shares Kennecott Copper Corp.Com.Stock 75 shares Mobil Oil Corp.Com.Stock 150 shares Standard Oil Co.of New Jersey Com. 50 shares Union Carbide Corp.Com.Stock 50 shares U.S•.Steel Corp •.Coin.Stock 20038.98 .. No balance .".. --.:-J>;:":;:J(fJ C")r:' .__-(11:c:~" r'" •-!::-" .::::<'" :"") 0":r-:J ;-•.•[>(;){_1 .- " t ~,~.,-,' ",l (':<';"",",.' ,.....' '.'.;.:"....,{",. •,J .''..~'.." and all stocks,of which I may die eeized,as a part of t~'trust' / "-i ,,' estate notwithstanding the fact that they are not legal investments <. ," ,...,, ,.;'". '.,, ~.<.~., t :~, ",".j 'I .~"I.\'t>.' ".,.,.... ;," •~"< 13th. ',..'.J~ Witness my band and seal -this .,; :j".•~'.~; ,"'I.:;~'.' wlit(she 1B free to do so and in that event she shall tak~:~~~,share ;~.~~~,.':~,-:\+ al1'owed by the Intestate LaW$of Pennsylvania and the porttdni ofTltl...('....',~....:"~;'~,:... etlt,a!,'hot taken thereby shall."pass as ,eet forth in paragr~~~5.6 S,».d 1+~".....)\\t\~~,...... "';:l hereby nominate,constittLte and appoint the Washingto,11 Union '.~.,t.~".':.I.~,-~}A~ Tt\l~t Oompany.Washington.Pa.',Executor of this rJIY la~t'"i~li and Teste.-,,;,:,\-Jf'", '~t:~,:~1~'t;: day of OQtoberd~~949~ ~./.,..~~.:;:~,\ ~J~J:..=.ro:::aJlts==~N::.:ei:.':a~s~e4""","'·,i~·6\ooo"(SEAL.), "' ",,'. "'-, ~,'"i''; .,."'i!.~U~liability for loss exc~:p,~grO$B negligence.' ':i~1',"~'> '".'"(~)In order to have mytnst estate handeled ina '1egal and.:"'1.'-·~.·.l,':'.,_~.~Jq\.,.<,:"•<;.'.':i.~~{",',i' ,":,Qrd.erl~manner,I eD,dtW DJ1 said tfU,stee wt th full power to'$~ll ,and '~~'I,'~r ·':~I'·~..l,,1 ,"..~,~:,';,l,~J'..,"~,....' ,,",,", ,eo~~~{a.ny and all of,ttl1 r~if ~$t~te as a'whole or ip.parts,'and ~o .<_:....";';",_.-~-'.j'.'"'.',"•,"';t,\:~,,'ei~'~'TI:te and delivere.deed or '~e~dS for,the same with the,t~~~e force " ';~r<;.~·,\""."'.I'~,,',",.•...~,.':,~'.~~/"',an4/~fject a.s though I had e%e~ted said d,ed or deedsm;r~~J;~:':l:',,'.,~,';I .'/.'.,~'.":,"~'::,"•","",, ' ",",',.'",.,"f'~,'~'' ,.." ',.~:{,;:".',',\,:,:!.~'J S.At the death of m;r said wife.I give,devise'an~i~,~lJ.u.~~h'w~t,",,;~:;~:'1:''....It.:,,'"\-. .t ,,).,l,".~\'~~,'',~):"",,.'~\",.':,~.i~j,"eftofm.y e eta te to Irene :Bennett Grabe.m and her chil~nwh.o are '~,,,','":::::,,i',',' ,~","",,",i,;J ,:¥,b;A:::",".,:.',:'1( ,l1t~M at the time of the dea~l;>.()f:my said 'W'ife,theeam~:~Q;;'be divided 'i,lr~,k ,',1 {.,',..,",;'r i '~",I -t'J"r.'!.,".~~'·,l.~,-,".' "/';":"""a~~'~~hem equally.;::,'"\""",",,;;'f~~ ",'''',,;'.·~'·~~-·~.:':~7':'·~~~:···'",'.',,,(""",';f 'f, " ,··'Af',6~;.Should any of the said 'children be minors at the',',1i1me of the'","';, :";,:!},/'+'!!,'';::","~,;::i \'~,;,"'J1: ;''de,;t,~::~f 'JIIY'said wife,I hereby appoint the Washington tJP:~9J;~:l01st'.',,'<) .,'~~-,':,.~;":,~:':l,.·t;,,,.:;:'J',"I ,':'<,;'r";i";\~:,',"'>~'f""~ ',.p~~W~Trustee,during their,minority with authority tQ',,~out 01 '.! ',':it\~""f."',""t~11,(),5"'";'.",,',I L:,t', ,"t~~;:l~6ome or principal euffiel~n~for 'their educaUon."~~~~rt.hes.;l\~\::·,..':1,::"'f',,',; '."("1',II,H~l.·~I~\J ~.•}~\.,,~~~~,~~e~lbe1ng without any order ,of Court..Said paYI!lent~";~t'9'Jj>e'mad$1n ""','i "':i,:,,"," ,',,'";:;"~;1 ;~(~'0 ..'~i ,:;;;.~{~ "'t:Q.et"J'l2,dgment of said Trustee.,,;'>'Jt,>:lij,;,"~;: ':,.'::'J:ij-,';'":';':":';}:;'""'::/'f, ...'·:n",;>'J,.Should my trustee baV'ffin its bands at the dea~h of,mi'wife ~.,,"',0 ,1-,,'.;Jl:ft:,'",':.:':;,'",,'" ",;:;\;>:':,:,',',",:'' ":~,sto:p~s.,'o:r which I may die seiz$d.,I d1rect that they shal~,~!~,'tUrned ,,::.',. "\':7,,?i;fli",'",,''""'cf":<":,'.:",''<:' ,",OV~~I~to the trustee during thk),m1nority of the {!linore in',~p;<l AAd,-l t is,'.~.~"~'\:..,::1':.'('<:,'~".I'.'.,~,Y:,·'i'~..;~-~£<'''''·:."."~. ,,,:.',:,',,'h~r~l)1authorirz;ed to keep the,faa:g19 ,notwi thdtanding they arei"ilot le~l ",';<,""),~ ,,'j;,:,;t~\'"':,',:,'",,''."ii~/~:~," ,,' inv~,tments,without liabilitY!for loss except €foes negligence.' {ftl:\.~j ,'~';....,;]':;"-:'•••:•',j "';~'',<~')tr,a.Sb,ould my:wife find ~t..~o her best interest to taice,~'e.gainst ~11 \~1 ,1 ...(~.'•.',?,~"'1 ' ,,thi~\''.",,',,. t;:~~;'( :,.\:\Jl,<. ";.' I ~, ~'{ ;:~,;),.." .:"~.... ;~,'"~",'"J, I·.~'. '~""',',(l ',t ,.~ , <.,.i~.' ,'t\ ,':,'to j.'" ":', ;, ,r," ","'.J;\'~'1',.:"'~i ",I ;':'/.r.,;, ..,,, t,.., " "..- :.~~.,{~.I~k~ ./ r ,.~r; ~t ....' ~. :.'«.~,::1'r,~:" ,,' ,. e~·~',.', y~"" ,1",-' ,,1 " •.v ", ~';,;,:~::,~::'.r '~\".' ,~.:~~. ,: ...., 'J' ,1.1, .... ··l.,_.'''). ,, ~.. ~.,. .' '..',r "I '. il,"•1",' ~!:"~. I '/1,.··.il~JI.\'1\"I'"jr,,,", ,-I' '.), ."'<hl,~ia'.~;t'.1-'1,.~~!~r:~,f)!:t~l'~.'~,;' li \l'~~"~~~"~';- ' ,. ,, "\I.~I)'. ,'1'" , ,"1"./,),..~l!~;l,*".,~,.t"'J:I'r.I!;1~~L .... ~'.~~,'I~"~·!':.ll/~J'{~(-t.". '.;{$W '.'\',j'tJi,<"'~f 'I 'l~1;~.A:~;~R ,.\1.'.\,·;:'i~c ,;,1' "'", ./ 'l·· _ 1.,'~.. ". ."-" ',.,;,. '.<', " ,,', '''.", ';.<. ,.~.- Erma.Koehler .,,;.{ "-\...~.,;J:'1; Sherman H.Sieg~i\'J::/' ,', :-" " ,.. w",".' ", ,, ;; '.I.t '" ,. ,. '., ,, ..,.~j.\ " I, ,, ,( .~. ',." \' " " ';,~ .\ , 1 '1." ". ,. ,.1 TR-2 REV..$)-62 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF J.FRANK NEASE,DECEASED FIRST AND FINAL ACCOUNT OF PllTSBURGH NRTIONRL BRNK FORMERLY PEOPLES FIRST NATIONAL BANK &TRUST COMPANY SUCCESSOR TRUSTEE UNDER WILL FOR ANNA NEASE,NOW DECEASED NO.80153-1 PITTSBURGH,PA. SUMMARY SCHEDULE A PRINC IPAL -PERSONALTY OCTOBER 21,1971 Receipts Pages 3 to 8 Amount transferred from Principal-Realty Disbursements Pages 9 and 10 Amount transferred to Income-Realty Balance $76,270.39 43,648.30 $119,918 69 $17,355.06 3,448.32 20,803 38 $99,115 31 SCHEDULE B INCOME -PERSONALTY Receipts Pages 11 to 14 $143,239.86 Amount transferred from Income-Realty 24,425.64 $167,665 50 I I Disbursements Page 14 164.219 93 Balance 3,445 57 SCHEDULE C PRINCIPAL -REALTY Receipts Page 12 $43,648 30 I Disbursements $0.00 Amount transferred to IPrincipal-Personalty 43,648.30 43,648 30 I Balance 0 00 SCHEDULE D INCOME -REALTY Receipts Page 16 Amount transferred from Principal-Personalty Disbursements Page 16 Amount transferred to Income-Personalty Balance $48,295.79 3,448.32 $ $27,318.47 24,425.64 51,744 11 51.744 11 o 00 NET BALANCE $102,560 88 ., 1 ., J.FRANK NEASE TR-2-A REV,9-62 THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY ....Stocks Allegheny Power System,Inc. 400 shares Common $2,556 25 General Motors Corp. 600 shares Common 7,293 75 Kennecott Copper Corp. 5,481300sharesCommon 25 Mobil Oil Corp.I 2,608 48 I300sharesCommon Standard Oil Co.of New Jersey 600 shares Capital 6,668 75 Union Carbide Corp. 4,375200sharesCommon 00 United states Steel Corp. 200 shares Common 2.812 50 $31,795 98 Bonds United States Treasury,4-1/8% $40,000 due 11/15/73 39-,825 00 $71,620 98 Cash 27-,494 33 $99,115 31 INCOME -PERSONALTY Net income accrued and collected to 8/18/71,date of death of Anna Nease $2,567 89 Net income accrued to 8/18/71,date of 404deathofAnnaNease,and uncollected 65 $2,972 54Netincomesince8/18/71,date of death of Anna Nease 473 03 3.445 57 $102,560 88 -2- i ,, J.FRANK NEASE TR-2-A REV.9-6 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Washington Union Trust Company,Trustee under Will of J.Frank Nease for Anna Nease - Amount awarded per adjudication and decree in the Orphans'Court of Washington County,Pa.dated 5/20/54 at No.13-42 of 1954 - Stocks - 100 shares Anaconda Copper Mining Co. Cap.$ 200 shares General Motors Corp.Com. 100 shares Kennecott Copper Corp.Cap. 100 shares National Biscuit Co.Com. 110 shares Socony Vacuum Oil Co.,Inc. Cap. 202 shares Standard Oil Co.of New Jersey Cap. 100 shares Sterling Drug Corp.Com. 120 shares United Aircraft Corp.Com. 100 shares Union Carbide and Carbon Corp.Cap. 100 shares United States Steel Corp.Com. 130 shares Westinghouse Air Brake Co.Cap. 100 shares West Penn Electric Co.Com. Mortgage - John Allen and Mayzetta Lois Alley,5% $ Cash 2,900 00 7,293 75 5,481 25 3,800 00 1,953 75 6,735 44 3,750 00 2,587 50 4,375 00 2,812 50 2,568 75 2,556 25 5.581 74 52,395 93 357 56 $52,753 49 1954 Oct. 1956 May Assets Purchased 6 20 shares Diamond Alkali Co.4.40 Conv. Pfd. 6 40 shares Olin Mathieson Chemical Corp. 4.25 Conv.Pfd. 8 10 shares Diamond Alkali Co.4.40 Conv. Pfd. 12 10 shares Diamond Alkali Co.4.40 Conv. Pfd. 1 25 shares Caterpillar Tractor Co.4.20 Cum.Pfd. -3- $2,240 00 4,594 57 1,120 00 1,117 20 2,556 25 , . .. J.FRANK NEASE TR-2-A REV.9-62 1956 $5,000 Bonds Federal 3-7/8%Aug.30 Land Banks due 9/1/72 $4,975 00 Sept.20 $3,500 Bonds Federal Land Banks 3-7/8% due 9/1/72 3,561 25 1959 Equitable Gas Co.4.36%Pfd.Mar.10 10 shares 1,020 00 1961 Aug.3 10 shares Caterpillar Tractor 4.20 Cum. Pfd.935 25 1962 654July1613sharesSocanyMobilOilCo.Com.73 Nov.14 $5,000 Bonds United States Treasury 3-3/8% due 11/15/66 5,000 00 I1964 $9,000 Bonds United Treasury 4%dueJuly20States 10/1/69 8,994 38 20 $18,000 Bonds United States Treasury 4% due 10/1/69 17,988 75 Oct.16 $45,000 Bonds United States Treasury 44,8034.125%due 11/15/73 13 1967June 9 Dollar Savings Bank savings account 1,700 00 $101,260 51 Cash disbursed to purchase above assets 101,260 51 $0 00 Stock Dividends 1955Sept.26 60 shares United Aircraft Corp.Cap. received as a 50%stock dividend on 120 shares $0 00 1956 June 18 27.50 shares Socony Mobil Oil Co.Com. received as a 25%stock dividend on 110 shares 0 00 1957 Dec.12 36 shares United Aircraft Corp.Cap. received as a 20%stock dividend on 180 shares'0 00 0 00 Stock Splits 1955 24Feb.200 shares West Penn Electric Co.Com. received to effect a 3 for 1 stock split on 100 shares $0 00 June 3 100 shares United States Steel Corp.Com. received to effect a 2 for 1 stock split on 100 shares 0 00 -4- --- J.FRANK NEASE TR-2-A REV.9-62 1955 Nov. 1956 Feb. 1962 May 1964 Jan. 1965 June 1966 June 9 400 shares General Motors Corp.Com. received to effect a 3 for 1 stock split on 200 shares $ 10 404 shares Standard Oil Co.of New Jersey Cap.received to effect a 3 for 1 stock split on 202 shares 16 100 shares National Biscuit Co.Com. received to effect a 2 for 1 stock split on 100 shares 5 200 shares Allegheny Power System,Inc. Com.received to effect a 2 for 1 stock split on 200 shares 17 100 shares Union Carbide Corp.Cap. received to effect a 2 for 1 stock split on 100 shares 1 200 shares Kennecott Copper Corp.Cap. received to effect a 3 for 1 stock split on 100 shares 30 150 shares Mobil Oil Corp.Cap.received to effect a 2 for 1 stock split on 150 shares o 00 o 00 o 00 o 00 o 00 o 00 o 00 $o 00 1955 Feb.15 Proceeds sale 200 rights General Motors Corp.Com.at 0.96875 193.71 Reduction in carrying value of,stock 0.00 Oct.24 Net proceeds sale 180 rights United Air- craft Corp.Com.at 0.50 84.04 Reduction in carrying value of stock 0.00 1954Oct.5 5 5 Gain on Sale of Assets Net proceeds sale 100 shares Sterling Drug, Inc.Com.at 43 $4,259.11 Carrying value 3,750.00 $ Net proceeds sale 100 shares Anaconda Cop- per Mining Co.Cap.at 42.625 4,219.10 Carrying value 2,900.00 Net proceeds sale 40 shares Chance Vought Aircraft,Inc.Com.at 30.875 1,217.96 Carrying value 1.105.00 509 11 1,319 10 112 96 193 71 84 04 -5- J.FRANK NEASE TR·2-A REV.9-62 1956 Apr.27 Net proceeds sale 20 shares Diamond Alkali Co.4.40 Conv.Pfd.at 123 $2,448.12 Carrying value 2,238.60 $209 52 JUly 27 Proceeds sale 0.50 share Socony Mobil Oil Co.Com.at 59.44 29.72 Carrying value 0.00 Aug.30 Net proceeds sale 40 shares Olin Mathieson Chemical Corp.4.25 Conv.Pfd.at 118 4,678.65 Carrying value 4,594.57 29 7~ 84 08 Sept.18 Net proceeds sale 130 Air Brake Co.Com.: 30 at 30.375 Carrying value shares Westinghouse 100 at 30.50 and 3,913.31 2,568.75 1,344 56 1957 Feb.2 Net proceeds sale 137 rights Socony Mobil Oil Co.,Inc.Com.at 0.453125 61.98Reductionincarryingvalue of stock 0.00 0.00 United Air- 36.28 20 Net proceeds sale 180 rights craft Corp.Com.at 0.2172 Reduction in carrying value of stock 36 28 61 98 72 66 18 71 61 00 3,552.50 3,491.50 Proceeds sale 35 shares Caterpillar Tractor Co.4.20%Cum.Pfd.at 101.50 Carrying value 9 27 Net proceeds sale 200 rights West Penn Electric Co.Com.at 0.09375 18.71 Reduction in carrying value of stock 0.00 Net proceeds sale 606 rights Standard Oil Co.of New Jersey Cap.at 0.12 72.66 Reduction in carrying value of stock 0.00 13Nov. 1962 Nov. 1964 JUly 16 Net proceeds sale 216 shares United Air- craft Corp.Com.:200 at 48.50 and 16 at 48.25 10,364.40 Carrying value 1,482.50 1963 Aug. 9 Net proceeds sale 10 shares Equitable Gas Co.4.36%Pfd.at 104 1,039.60 Carrying value 1,020.00 15 Proceeds sale 216 rights United Aircraft Corp.Com.at 0.45 97.20 Reduction in carrying value of stock 0.00 19 60 97 20 8,881 90 -6- ·, ( J.FRANK NEASE T1964 Ev.9-62 JUly 16 Net proceeds sale 200 shares National Biscuit Co.Com.at 64.75 $12,849.58 Carrying value 3,800.00 $9,049 581970 Feb.24 Proceeds sale 606 rights Standard Oil Co. of New Jersey Cap.at 0.386220 234.05 Reduction in carrying value 4ofstock0.00 23 05 Sept.29 Net proceeds sale 6 shares Standard Oil Co. of New Jersey Cap.at 70.50 409.15Carryingvalue66.69 342 46 1971 Sept.29 Proceeds sale $23,000 United States Treas- ury Notes 7.75%due 5/13/73,at 90.1 103.21875 23,740.31 23,516Carryingvalue22,985.63 754 68 $ Conversion of Assets without Gain or Loss 1954 June 30 40 shares Chance Vought Aircraft,Inc. Com.1,105.00 Received as a 33-1/3%stock distribution on 120 shares United Aircraft Corp.Cap. Reduction in carrying value of United Aircraft Corp.Cap. stock 1,105.00 $0 001957May1100sharesUnionCarbideCorp. Cap.4,375.00Receivedinexchangefor 100 shares Union Carbide and Carbon Corp.Cap. 4,375.00Carryingvalue 0 001960 Nov.30 200 shares Allegheny Power System,Inc. Com.2,556.25Receivedinexchangefor 200 shares West Penn Electric Co.Com. Carrying value 2,556.25 0 001959Oct.1 $23,000 United States Treasury Notes 7.75% due 5/15/73 22,985.63Receivedinexchangefor $23,000 Bonds United statesTreasury4%due 10/1/69 Carrying value 22,985.63 0 001971 Oct.1 Proceeds complete withdrawal Dallas Savings Bank savings account 1,700.00Carryingvalue1,700.00 0 00 . -7- J.FRANK NEASE TR-2-A REV.9-62 John Allen and Mayzetta Lois Alley Mtge.,5%-. Payments in full principal 1/18/54 to 4/14/67 $5,581.74 1$1$Carrying value 5,581.74 0 00 0 00 $76,270 39 Amount transferred from Principal-Realty' for investment 43.648 30 $119,918 69 ,I -8- - J.FRANK NEASE TR-2-A REV.9-62 DISBURSEMENTS 1956 Mary 30 Apr.18 25 22 1962 Sept.26 Administrative Expenses Internal Revenue Service - Income tax on capital gains - 1954 -paid 4/5/55 $ 1956 -paid 4/9/57 1964 -paid 3/10/65 Register of Wills - Filing petition for appointment of guardian and trustee ad litem,and approval of repairs at 129 S.Main St., Washington,Pa.,and certified copy of order J.R.Irwin Knox,Esq.- Payment for services rendered in prepara- tion of petition to pay principal for alteration and rent re S.Main st. property and hearing in court James B.McCreight,Esq.- Payment for services to date as guardian and trustee ad litem in re agreement to improve store property at 129 s. Main St.,Washington,Pa. Register of Wills - Filing petition to increase expenditures for repairs and alterations at 129 S. Main St.storeroom,and certified copy thereof Appraisal charge re property situate 121-29 S.Main St.,Washington,Pa. 232 91 94 60 4,393 85 10 50 150 00 50 00 2 50 45 001971 Oct.6 Federal Reserve Bank - Wire service charge re transfer of securities 13 Postage and insurance re transfer of securities 21 Clerk of Orphans'Court Division - Filing this account 21 Sherman H.Siegel - Attorney's fee 21 Pittsburgh National Bank - Trustee's compensation -9- 6 00 2 62 35 00 2,500 00 7.500 00 $15,022 98 > J.FRANK NEASE TR-2-A REV.9-62 Loss on Sale of Assets 1956 Feb.1 Net proceeds sale 20 shares Diamond Alkali Co.4.40 Conv.Pfd.at 104.735 $2,087.55 $1964 Carrying value 2,238.60 151 05 JUly 16 Proceeds sale $5,000 Bonds United States Treasury 3.375%due 11/15/66, at 98.75 4,937.50Carryingvalue5,000.00 62 501965 Feb.23 Proceeds sale $4,000 Bonds United States Treasury 4%due 10/1/69,at 99.1875 3,967.50 Carrying value 3,997.50 30 00 I1971Sept.29 Proceeds sale $5,000 Bonds United States Treasury 4.125%due 11/15/73,at 96.375 4,818.75 Carrying value 4,978.13 159 38 I 29 Proceeds sale $8,500 Bonds Federal Land Banks 3.875%due 9/15/72,at \'97.5625 8,292.81 Carrying value 8,536.25 243 44 $646 37 Distribution Payments on behalf of Anna Nease - Irene Bennett Graham - Reimbursement for payment of crypt for Anna Nease -paid 9/21/71 $850 25LunbergFuneralHome- Expenses of funeral of Anna Nease - paid 9/21/71 835 46 1.685 171 $17,355 06 Amount transferred to Income-Realty to apply on repairs 3.448 32 $20,803 38 -10- ,, . - " J.FRANK NEASE TR-2-A REV.9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Income collected and accrued to 8/18/71, date of death of Anna Nease,life tenant Washington Union Trust Company,Trustee under Will of J.Frank Nease for Anna Nease - Amount awarded per adjudication and decree in the Orphans'Court of Wash- IingtonCounty,Pa.dated5/20/54 at No.13-42 of 1954 - Cash $164 22 Dividends Anaconda Copper Minin~Co.Cap. $100 shares -3/31/5 to 9/30/54 225 00 Allegheny Power System,Inc.Com..I 200 shares -12/30/60 to 3/24/64;1,280 00 I 400 shares -6/25/64 to 6/30/71 3,492 00 Caterpillar Tractor Co.4.20 Cum.Pfd. 25 shares -8/13/56 to 8/8/61 551 25 35 shares -11/8/61 to 11/13/62 183 75 Chance Vought Aircraft,Inc.Com. 40 shares -9/27/54 16 00 Diamond Alkali Co.4.40 Conv.Pfd. 40 shares -12/20/54 to 12/15/55 220 00 20 shares -3/29/56 22 00 Equitable Gas Co.4.36%Conv.Pfd. 10 shares -6/3/59 to 11/28/62 161 60 General Motors Corp.Com. 200 shares -3/11/54 to 9/14/55 1,700 00 600 shares -12/14/55 to 9/10/71 31,860 00 Kennecott Copper Corp.Com. 100 shares -3/29/54 to 6/21/66 7,075 00 300 shares -9/22/66 to 6/21/71 3,300 00 Mobil Oil Co.Com. 300 shares -9/10/66 to 9/10/71 3,390 00 National Biscuit Co.Com. 100 shares -1/8/54 to 7/10/62 2,010 00 200 shares -10/10/62 to 7/7/64 640 00 -11- , . ", > J.FRANK NEASE TR-2-A REV,9-62 i Olin Mathieson Chemical Corp.4.25 Conv. Pfd. 40 shares -12/1/54 to 9/6/56 $340 00 Standard Oil Co.of New Jersey Cap. 60202shares-3/12/54 to 12/13/55 1,979 606 shares -3/15/56 to 9/10/71 27,542 70 Socony Vacuum Oil cO.4 Inc.Com. 110 shares -3/11/5 to 6/15/55 357 50 Socony Mobil Oil Co.Com. 110 shares -9/14/55 to 6/12/56 275 00 137 shares -9/1~56 to ~~62 1,815 25150shares-9/5 62 to 6 3 66 1,710 00 ISterlingDrugCorp.Com. 100 shares -3/1/54 to 9/2/54 150 00 Union Carbide and Carbon Corp.Cap. 100 shares -3/3/54 to 6/6/57 1,045 00 Union Carbide Corp.Com. 100 shares -9/6/57 to 2/24/65 3,200 00200shares-5/24/66 to 9/1/71 2,200 00 United Aircraft Corp.Com. 120 shares -3/11/54 to 9/13/55 780 00 180 shares -12/13/55 to 9/11/57 1,080 00 216 shares -12/30/57 to 6/8/64 3,294 00 United States Steel Corp.Com. 100 shares -3/11/54 to 6/15/55 500 00 200 shares -9/13/55 to 9/10/71 8,160 00 Westinghouse Air Brake Co.Cap. 130 shares -3/16/54 to 9/17/56 481 00 West Penn Electric Co.Com. 100 shares -4/1/54 to 12/29/54 230 00 200 shares -4/11/55 to 10/4/60 1,715 00 $112,981 65 Interest -Bonds Federal Land Banks,3-7/8% $8,500 -3/15/57 to 8/18/71 $4,917 33 United States Treasury,4-1/8% $45,000 -·7/22/64 to 5/15/71 12,650 82 5,000 -5/15/71 to 8/18/71 53 24 United States Treasury,3-3/8% $5,000 -5/15/63 to 7/20/64 283 46 -12- 150 00 Kennecott Copper Corp.Com. 300 shares -9/20/71 . "..., J.FRANK NEASE TR-2-A REV.9-62 United States Treasury,4%- $540$27,000 -10/1/64 00 4,000 -10/1/64 to 2/24/65 64 18 23,000 -4/1/65 to 10/1/69 4,600 00 United States Treasury Notes,7-3/4% $26,460$23,000 -5/15/70 to 8/18/71 3.351 89 92 .' Interest -Mortgage John and Lois Alley,5% 2/24/54 to 4/14/67 2,252 72 Interest -Savings Account I Dollar Savings Bank To 6/1/71 356 16 Miscellaneous Ajax Pipe Line Corp.- Cash distribution to stockholders of Standard Oil Co.of New Jersey Cap. stock -paid 6/1/55 3 51 $142,219 18 Income accrued to 8/18/71,date of death of Anna Nease,life tenant,and uncollected Interest -Bonds United States Treasury,4-1/8% $40,000 -5/15/71 to 8/18/71 425 95 $142,645 ~31 Amount transferred from Income-Realty for distribution 24~425 64 $167,070 77 Income since 8/18/71,date of death of Anna Nease,life tenant Dividends Allegheny Power System,Inc.Com. 400 shares -9/30/71 $136 00 286 00 -13- ,...,. ., ~....-' J.FRANK NEASE TR-2-A REV.9-62 Interest -Bonds Federal Land Banks,3-7/8% $8,500 -8/18/71 to 10/6/71 $43 92 United States Treasury,4-1/8% $5,000 -8/18/71 to 10/6/71 27 47 United States Treasury Notes,7.75% 1$T3$23,000 -8/18/71 to 10/6/71 237 34 308 $167,665 50 I DISBURSEMENTS Disbursements to 8/18/71,date of death of Anna Nease,life tenant Accrued income on assets purchased - 9/14/56 to 10/19/64 $784 14WashingtonCountypersonalpropertytax- 4,2321954to1971 75PittsburghNationalBank- $Trustee's compensation 7,194 77 12,211 66 Distribution Anna Nease - Net income -4/2/54 to 6/25/71 151.886 57 $164,098 23 Disbursements since 8/18/71,date of death of Anna Nease,life tenant 1971 Washington County personal property tax -paid 7/13/71 $91 96PittsburghNationalBank- Trustee's compensation 29 74 121 70 $164,219 93 -14- .. . .., J.FRANK NEASE TR-2-A REV.9-62 SCHEDULE C PRINCIPAL -REALTY RECEIPTS Washington Union Trust Company,Trustee under Will of J.Frank Nease for Anna Nease - Realty awarded per adjudication and decree in the Orphans'Court of Washington County,Pa.dated 5/20/54 .at No.13-42 of 1954 - Property situate 121-29 South Main st., Washington,Pa.$35,00000[ Gain on Sale of Assets 8.648 30 3,351.70 43,648.30 35,000.00 10.00 470.00 51.70 470.00 2,350.00 Carrying value Proceeds sale property situate 121-29 South Main Street,Washington,Pa.- Cash $47,000.00 Less Pennsylvania transfer tax $ Revenue stamps on deed City of Washington transfer tax Sherman H.Siegel, Esq.- Drawing deed Pittsburgh National Bank - Commission 1964 Sept.24 $43,648 30 DISBURSEMENTS Amount transferred to Principal-Personalty for investment $43,648 30 -15- J.FRANK NEASE TR-2-A REV.9-62 SCHEDULE D INCOME -REALTY RECEIPTS Rents 121-129 South Main Street,Washington, Pa. 1/1/54 to 8/31/64 $44,705 00 Purchaser's share of 1964 taxes 340 79 $45,045 79 Anna Nease -IFundsdepositedtoapplyonrepairsand alterations to property per order of court -5/17/56 3.250 00 $48,295 79AmounttransferredfromPrincipa1- 3.448Personaltyforexpenses 32 $51,744 11 DISBURSEMENTS Expenses on property 121-129 South Main Street,Washington,Pa.- Taxes -1954 to 1964 - County $2,094 60 School 5,382 20City3,912 16 Insurance - Fire4 extended coverage,and plate glass- 4//54 to 4/4/65 $3,111.01 Less ~eturn premium -10/12/64 373.00 2,738 01 Liability -7/17/56 to 11/20/66 175.27 Less return Eremium -10/1/64 37.48 137 79Repairs-2/26/5 to 4/3/64 9,807 13Electric-4/2/56 to 5/10/56 12 55Materialsandlabor-3/11/54 to 3/24/61 704 48 Observer Publishing Co.- Advertising apartment and storeroom for rent -3/7/56 to 5/1/61 68 48J.R.Irwin Knox - Attorney's services rendered re writing lease agreement with tenants,life tenant and remaindermen -4/18/56 50 00 Washington-East Washington Joint Authority Delinquent sewer account as of 12/31/57 9 01 Liens for delinquent sewer rental filed against property ,plus interest and fees -9/23/59 233 31Trustee's compensation 2,168 75 $27,318 47 Amount transferred to Income-Personalty for distribution 24.425 64 WCS :rw -16-$51,744 11 ~11 t4r (ttnurt nf (ttnmmnu 'lras nf lIas4iugtnu (ttnuuty ®rp4aus'(ttnurt 1!1ininlnu In the matter of the Audit of Account in J J.FRANK NEASEEstateof ( TO THE AUDITING JUDGE: 1074 of 1971No._ my AccountantEnter----eappearance for ~ I 17th day of---blD~eK:c~e:Hmn:tbl:}Be~r~---"19----7-l N.B.-Counsel shall,by separa:te paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objeotions to an account as filed,shall be concis,ely st,ated in a separate paper. Council suggesting proper distribution shall file a separate concLse state- ment in that regard. ".,,~;,1-j''t)l},J ~72 JM!J::Ptf 4 06 , ;ii'<:.'-'f:t I ;",'~41t_I'O1",,_,..),.,•••,r ..;!I•.L rEGIS H 0;:WILLS WASH IN\:TON CO ..PA...~. N~1074 of 1971 In re Audit of Account in Est3Jte of- J.FRANK NEASE,deceased AUDIT 'ra~rip~fnr 1\pp~araurr FOR PITTSBURGH NATIONAL BANK, Successor Trustee .SHERMAN H.SIEGEL,ESQUlRE Attorney ~2 }/Form for Guardian or Trustee j 'r1itinn §ur Aubit lin IDl1r OOrpl1unn f Q!ourt of lIunqington Olouuty Estate of...:!..~~~.~~~~~.~~.:.. Deceased For ~E~.~~.:.~.~.:. Now Deceased Ttlitmr--sincompeteJrt-life tenant Date of tt;fs.t ..Ma 20 1954orguardlanshlpY.?. If there have been former accounts filed in this estate,list:No.13-42 of 1954 a.c.o, Filed at No ~g.?.~of I9l ?l Fiduciary ~.~.~.~.~~~E~~~.~.~.~.~.~~.~~.~.~~.. Successor Trustee.. Place o~record No.13-42 of 1954 a.c.of appolntment... Reason fo!filin'g this account....P..~.~.~.t ~.~~~~!:';~~!:';~.~.?...J.i~:!:~~~~E:.?9.~~~~~.~.~..).??..J.?..n . All persons having any interest,vested or contingent (including claimants),in the fund now before 'the Court, with the nature of their interests are:. Estate of Anna Nease,deceased -Net Income to date of death Irene Bennett Graham ) Kathlene Graham Swart ) Karen Graham Larsen ) Gordon A.Graham ) Each one-fourth of 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 Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: Washington Union Trust Company was named as Testamentary Trustee under the Will of J. Frank Nease,deceased,and the residue of his Estate was awarded to said Washirigton Union Trust Company,'as Testamentary Trustee,by your Honorable Court by Adjudication at No.34, February Term,1951,A.A.under date of March 26,1951.. Washington Union Trust Company,having elected to go into voluntary liquidation,filed its First and Final Account as Testamentary Trustee of this fund to No.13-42 of 1954 a.c. and submitted its resignation;whereupon,your Honorable Court accepted said resignation and,on May 20,1954,at the same number and term,appointed Peoples First National Bank and Trust Company (now Pittsburgh National Bank)as Successor Trustee of this fund. ~.' Balance for distribution per account, ,"",", Principal $99,115 .31.............................................................. Income Additional debits not shown in account: (Indicate whether income or principal) Income Nov.15,1971 -Interest on $40,000.00 United States Treasury 4 1/8%Bonds due 11/15/73 Dec.1,1971 -Dividend on 200 shares Union Carbide Corporation Conunon Stock Total additional debits Additional credits not shown in account: (Indicate whether income or principal) Principal Nov.15,1971 -Russell Marino,Register -Balance Pe~nsy1vania Transfer Inheritance Tax Dec.1,1971 -Amount reserved for costs of transferring securities Dec.13,1971 -Norma Jean Pees -Affidavit to this Petition Income Dec.1,1971 -Pittsburgh National Bank -Compensation Total additional credits $}J.~~2..:.~.?.. $399.05 100.00 $.!±.9..9..,..Q.5 ............................... 19,735.25 100.00 .75 ,24.95 $!.~..t~.§.9..:.??.. Balance for distribution Principal $....???..?..?..?..:JL........................... Income $}.1..?~.?:..?..?.. Total $?}1).?~.::.?..~. 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: consists of: $7,658.33 3,919.67 Allegheny Powe~System,Inc.Conunon General Motors Corporation Conunon Kennecott Copper Corporation Conunon Mobil Oil Corporation,Conunon Standard Oil Company of New Jersey,Capital Union Carbide Corporation,Conunon United States Steel Corporation,Conunon Balance for Distribution Principal Cash Income Cash Stocks: 400 shares 600 shares 300 shares 300 shares 600 shares 200 shares 200 shares Bonds: $40,000.00 United States Treasury 4 1/8%Bonds due 11/15/73 ~.., ,I -_.~-- $11,578.00 2,556.25 7,293.75 5,481.25 2,608.48 6,668.75 4,375.00 2,812.50 39,825.00 $83,198.98 ~)...." Suggested Distribution To a Personal Representative to be appointed for the Estate of Anna Nease,deceased -Net Income accrued to date of death To Irene Bennett Graham -One-fourth remainder including the following assets in kind: $10,000.00 par value United States Treasury 4 1/8% Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation,Common Stock 150 shares Standard Oil Company of New Jersey Capital Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Common Stock To Kathlene Graham Swart -One-fourth remainder,including the following assets in kind: $10,000.00 par value United States Treasury 4 1/8%Bonds due 11/15/73 "" 100 shares Allegheny Power System,Inc Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Capital Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Common Stock To Karen Graham Larsen -One-fourth remainder including the following assets in kind: $10,000.00 par value United States Treasury 4 1/8%Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Cornman Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Capital Stock 50 shares Union Carbide Co~poration Common Stock 50 shares United States Steel Corporation Common Stock To Gordon A.Graham -One-fourth remainder including the following assets in kind: $10,000.00 par value United States Treasury 4 1/8%Bonds due 11/15/73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Cornman Stock 75 shares Kennecott Copper Corporation Cornmon Stock 75 shares Mobil Oil Corporation,Common Stock 150 shares Standard Oil Company of New Jersey Capital Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Cornmon Stock $2,972.54 (See Elections of Distributees to Take in Kind attached hereto) ·~--..-~-----._--------~---------------------------------. \ 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: See Schedule Attached COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~SS The above named Fiduciary or representative thereof, being duly ~~g.E.~doth depose and say that the facts set forth in the foregoing petition are true to the best of h.t~knowledge and belief. ..!?F..9.IP.-to and sqbscribed before me This I.~.;~~day of R.~£.~mR.~.);191i 7..1 Signatur:~f officer.9t:.~~~~.".;:~~ Titl~of Officer N.9..t~.rY.~.Rlj,..s;. NORM/'.Jt:I\N PEES Off",..;r'l"lie w,s~i~~:,..n.·!Jnshin~ton Co.Ice explres .fl.cllar;•..":~.. .i.1y Cc,:ni\ii~::icn Expires Cc;;c,r.ber 29,1..14, And your petitioner will ever pray,etc. Pittsburgh National Bank ..J~Y............... ..... Assistant Vice President ............................................................................................................................... F:ECI~;"·f·L;-:.~)~~'r,"/ILLS Vl!~S1'1 ItJ t.T()IJ (:0..Pi\. RU S~)',. ·.. ,. ""'- '(<. 'rtitinn ~ur i\ulli! IN THE: ORP~ANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No.1Q.l.4 of 19~.7J . ESTATE OF ~.~¥.E.~g~~~.~.~.~. ............................................................................................p.~S:.~.~.§.~.4 . FOR.AP:g~N~9.-.!?.~.. ........................................................N.Q¥..P.~.~.~.~.§..~.9 .. ill!_....eotnt>et-eI'lot-life tenant ......~.g.~.1!!.1?~~gh N.?!:Jg.g~J..J~9.-.n.~.. Successor 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. ............~h~.!:m?.P.RA .s.ig,g,~.l..... Counsel for accountant. ~2 ~'l'JD'Ic.."-:: i ~. i r,~,II n6ti~i} '.~i ;J(J \"-..1·',,",t'.:.,~\""\..\.,.~..\:)l$"~.~...I.:,*se ....._..~11' :....§-.. ...."'0 •.::-::()S~:'..;.r"l~'"~,)~".,......'.:~..,,,,.I••••~..'"~,••"......}:",....~ ''''/'r,I",••..!~ Form for Guardian or Trustee Jttitinn @lur AUllit lin IDqr (@rpquns·OIanrt af lIusqtngtan OJaunly J.1"rQftR NooseEstateof . ncccClood Anno Ne,oOQFor . Nou Dcccoood· ·..· · · ·..W""WWlll ""."'''''1II·· ·..·.. minor--'-incompetent-life tenant Date of tt;Ist.Nay 20,1954 or guardIanshIp :.. If there have been former au~ounts..~.t.S·filed in this estate,list:fiO.1;,-.2 of 19·4 O.C. .1074 L 71FIledatNoof196.. . .Pittsburgh NatiOMl BonttFIducIary .. Succossor Trustee Place of record No.13-42 of 1954 o.e. of appointment.:.. .,!)oath of Anna Ncaoo.1I.fo tCMnt.on Ausuot 18.1971ReasonforfilIngthISaccount.. All persons ha~ing any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are:... Bst8to of Anno·Noaso.cmcOQGcd ..Not Xncomo to Cklto ofdoath, Xrouo BcftMtt Grobam ) Kathleno CrahamSvart ) ltareD Cr4tu:tmtaraon.) Gordon A..Grab4t1 ) All of said parties have received notice as required by the Court Rules except as follows: No Excoptlons The fund now before the Court is subject to the following taxes: 9 Set forth any,Je~al p.toblemsC·r~..9.~iri!lE adjudicatioJ1 by,ihe Court .0.rdiffkulties that .mus.t be me.tiin.distribution:l'Jilonlngton U~on lo'TUOt .ompl;JUY UQa nmnea 410 TO$talnCIltat"y 'J:rustco unClOr tncW:11 ot J. FraultNeDDo l dccoasod;and tho residue of bis Entatouos ovorc1edto sald t~asblnetonUnion Trust COlXlpony.40 'tostomcnttlry Trusteo.by yout HonorablO Court b)'Adjudication at No.34 J ,obrUGry Tom.1951,A.A.undor d.ato of Horeb 26,1951. Uaabf.aaton Ul'lf.on Truat Company,baving olectod to co into voluntary Uquidl1tlon.f110d ito First and 171_1 AceouDt ao Tostamentary Trusteo of this fund to No.13-42 of 1954 O.C. andoubm1t:ted ito ll'OS.lgMtlon.~"'lOrQUpon.yOUX'Honorable Courtaccopted 801d ron1Bnatlon and.on Uti)"20,19S1!.ot tho OI.U'nG number and term,ttppo!nted Peoplos firot Nottoaal Dartlt and Trust CoapOny (now Plttoburch Nntl~l Bo~~)40 Successor Trusteo of thio fund. Balance for distribution per account,Principal $99.•115.•3.1 . Income Additional debits not shown in account: (Indicate whether income or principal) InccmG Nov.15,.1971~1QtotestOQ $40,000.00 Uoited States Treasury' 4 1/8%Donds duo 11/15/73 Dce~·1.1971 •Dividend on 200 aharon UQion Carbido COJ:poratlOA COl1JJOQ Steel; $3.,l:4S.•S:Z . $399.0$ lOO.!m ._,.,...-"-~_._':;",..;:;r.~,,..." Total additional debits $··4·9·!l·•.Q,$. Additional credits not shown in account: (Indicate whether income or principal) Princleql Nov •.1S.1911.·Ruano11 £·larino.Roglnter •BaleQ.Co J?onQoylvao14 Transfor Inhorlt4QCo ~ax Dec.1.1911 -Amount l'C'tJorvca for coots of traaaforrtng socurttlGs Doc.13.1971 ..No~Joan PeGS ~Affidavit to this fQtiClon Incomo;q 1)00.1,1971 ..Plttoburs,b Hatt0ft41 Bonk ..componsotlon Total additional credits 19.735.25 100.00 .75 24:952.3 "..... $l.9.f .3.6.O'.•.9.S-. Balance for distribution Principal $19.21.2.•.3.1... Income $3 219..•.61 . Total $.Jl3 l2~.9.!.L .. 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: Balance for Dtstt:lbutlon consioto of. Principel Caob $7.658.33 Inccmo Caob 3,912.67, Stoctwl 400 ahares AllesheQY Powor Syotom.Xrac.CoettnOQ 600 shares General 140toro Corporotion Common 300 otulreo Konnocott Coppor COl:poratlon COClIlJOn 300 ob4ros 1,tobil otl Corporation.Conmon 600 obares Standard 011 CompaDY of New Je.ltooy.Capital 200 ahores Union Carbido Corporation.Conson 200 oluu:os United States Stool Ccn:porotl..:m~COClItOD Bandoe $40,000.00 UnitodStctoo TrC40Ury 4 1/81;Banda duo 11/15/73 $11,578.00 2.5S6.2S 7.293.75 5.481.25 2.608.48 . 6J~68.iS 4.375.00 2.812.50 .39,,825 .'qJ! ia.~!1~9.a .~q '-~~.-'-',,:,,>,,_.--~._',""""-~-~""....~._..~-,.,.~..~~....~_•.---~,..•~.__.._._' To a l'O~$onal lleproseutct1ue to be appol:ntcd tor the Botat;e of ~Ne(u~Ot doco#,1s<Jd .~Net ltlC~oec~uod ·to 44e:~of dutb 'to Jr_JelmCtt,Gr~•()n4-fourth remall\d.or l ....eludi08 ,tbG lo11wlQS GUoet6 tn letMI $10t OOO,*OO par V41uQ UnltedSt4tO,frcQoury 4 1/'" ~duo 11/15/73 100 eb4rO$Al1c8h~ny Pwor'S,st.,too.CoItmQn Stock 150 $MtOe ~Qral Motors Corpatatlon C~Stock 1S $)hQrGo KG_co.tt C:oppQrCor(>Ol"ation eGlon Stcw:k 75 ,sbarQ$tbbU 011 Oorpdro:tton.ComnOQ $toek 150 4MrO$Sti,lnder4 Oil ComPGD¥of New Jorsey Cop£t:etlStoek. 50 t1barGs Unte Carbido CorporatlOQ;~Stoelt SOGMrOa Utalt04 8totoG Steel C()r1)<)~ttou Commcm Stock to lCatbliene Grehntll .,rt ,-on."'<Nt'th ~£ndOt.lncludlll8tbo 'ol1ovtU$40t)Otu in kt·nc!: $1,0,000.,00 par vtlt~Vettod States fl'oaourv4 1/S1 llo:ncls du.e 11/1Sl'13 100 ebaies Allegheny ~r S'.$t·em,1ne CCIlXImOn Stock ..150~b4ra$CO_oral Hotors Cor:p<)tatlrm C~Stock ,1$oh4t<ltJ;IteMGCottCtJpp~1'CotPP'.ttouC~StQCt< "fbl.ll'e&Mobil 011 COf(>C)t<ltlotl C~.StoCk 150 $barO$St4nd4rd Oil COihpallY of Nw Jotoo}'Cop1ta1 SttJCk S6ohGrO$VoloQ C4~h140 Gorpor4tiotl.Coumonatl)eI~ SO tbaroo Utd.tod SbltGG St(lel.COl'pO'rSt'tOl'lComsnoG Stock To ~l:'(!)Q Gl"41_L«irsOl.\.,<mo-fourth ttemciQllor "'Iclwltng tbo foUOttitJ6Qollctc .t.a klQ\'h ,$10,,000.00 flir ~Alw l1Bteed Sttlt(\$Il'eaouq'4 1/8t Bonds duo 11/1'/13 lO()$br!roo Allogb<m1 'OttOI'$141;0$.tnc.C~Stock lSOnbcu:eo GcnofGl 1401:01'0 C~rl)tt.Ol\C~$toclt 1S abarC):$,leuuocoet C<>pp~COfp.oratton .~,Stock "sbatOs ltobtt GU.Cot'por~t:lon C~Stoek 150 eharos St~rd Of.1ComlUlny qt W_Jetoov Capitol Stock SO $MfOtl uniOn ~rb!40 C(t~at1OA C=tOU St()Ck St)OllCfOfl Ul\£~d Sbl'~s Steol Corpol4tle :COtMlOI1 Stoott to Cordofi A..CfahQtt ..QQr)*foui'tbrematader ~ludtaa tb.6 ~o11<'NtQS QstJQto to klnd~ $10.000.00 par VQluo UnltQ4 $t(ttesfrcaBury 4 1/8i8onds d~e 11/15/1'3 100 t'ih4t~(I AUogbeuy '~r Synt_.'ltlc ~ConrnonStoclt 1'0 $bat'~G GOnoJ:41 t40tQro CorporQtlOQ C~Stock.n ~harQabnnor:o.tt Coppet'Corporation.CQUmonStOCl~ .15$bar40 Mobil 011 CorptJratlou.C~Stock 1S0 obtu'(1$$ttlndar6 011 Compf,lny ofNev Jor:C01C(Jpf.~l Stock '0 sb4r-eG UQtOl.l Cotb140 Corpor4tlon~n Stock SO Ghareo Uf.d.tod StQt~$&tf)~l COtpor.otlQft C~Stoctc: ,ea. 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: Soo SchOdulo Attached '" ,~I.. '::..,-,C' 0{'Q P I '. ....~I ::l.~ ;).....~:l ~.. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above nalRS6rKiduciary or representative thereof, being duly ;doth depose and say that the facts set fort61W the foregoing petition are true to the best of...~.knowledge and belief. SUorn.................:to and subscribed before me This .L.s£.-ek day of ~~~~~196(...~1 Signature of Officer..2~~:f.c.t':':'.j;2.e ..rr.<..r....,.;~~__ . .'No~r;y PubU.cTItleofOffIcer;" :. Nom~JI:Jf..AN PEES OffI'ce expI'res !'-'--'n..h"~",,,hiM ;'nn :.'hshinp"ton Co••••••••••••••.'.•••!~'.•,~:~l••••••••••"•••••••••••••••••............................ M:;CC~lr II,.1;'1 [;r;;'•~L~~nber 29,19/4 And your petitioner will ever pray,etc. PittobuJ:Sh National BaQlt nf~~~·····..·..····;A'a·til·e·UDt..·Vl'cei..·Pr~oitli!lQt ·.. .) I,, ·""... -,.,A '"'~~ 'rtttinu eur i\u~it· IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No Jg.?.~of 19l.?..~. ESTATE OF J...!)~)::.~g~N.~.~!?.~.. Deceased................................................................................................................................... FOR.Ang9:N~.~!?.~.. Now Deceased mm.:>;w.-lRl:OmPe.t.oilut-life tenant Pittsburgh National Bank........................................................................................................................ Successor 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. 5.Praecipe for those represented. 6.Brief-for any question of law raised. ....s..hg.t:ma.n...HA.....S.i.e.g.e.l....c~~-;;~~i"'f;;..·~;:;~;;~-;;t~-;;t~...... ~2 ,r , ~7Z J~I'....PI';L)n7h~l "' HU:;,;:';L ''.:,-~tN0 nEG 1ST:.I~0 f'\'/1 LL S \\/,t"SHlf~t:TON CO..PA. \ ,II.'i'\..;/ "............,~\l.t....,,"J ••••".~"',,'.-.g.:.;.;.... "-t=.:1;,I=.r.l:l~;.~.-:..".,.....-.-..........~.,..,.. '~oJ ":",,"(-;'2" ~,.."". " IN ~HE COURT ..OF COMMON PLEAS OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS 'COURT DIVISION In re:Estate of J.Franlt Nease,) Deceased ) For Anna Nease C.Q.T.) I,Irene Bennett Graham,one of the remaindermen under the Trust established for the benefit of Anna Nease,under the Trust established for tho benefit of Anna Nease,under the Will of J.Frank Nease,deceased, hereby elect to take in kind the following ~ssets as a part of my Distributive Share un4er the terms of said Will and hereby rospt:o~fully request your Honorable Court to make distribution of said assets to me in kind in the m8ltt'arof the Adjudication of the First and Flnal Aecount of PITTSBURGH NATIONAL BANK as Successor Trustee under said Will: $10,000.00 par value U I.A.4.125%Treasury Banda due Ib15..73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 15 shares'Mobil Oil Corporation Common Stoek 150 shares Standard Oil Company of New Jersey Common Stock 50 aharea Union Carbide Corporation Common Stock 50 shares United States Steel Corporation.Common Stock WlTNESS my hand this __.~z?""-._day of ,,2u.'7t6td.1~I 1971. ,1.Qt4dL L~a.J1<A/Irene Bennett Graham Witness: "} J. r~;~;::: -0 r"-(:J ,.:",..;..1~!t'"en qi .~ I1 1.\ ;J ..~ '1'1'I'1 ·;i JII!! t Ij I j j Ij iI il !j iI I I l!iI !'I ", II; j T PITTSBURGH NATIONAL BANK WI\SHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 November 2,1971 First National Bank of Arizona' North Sun City Office 14800 North Del Webb Blvd. P.O.Box 607 Sun City,Arizona 85351 Attention:Gordon E.Eliason Assistant Trust Officer Dear Mr.Eliason: This will acknowledge receipt of your letter of October 25 in regard to Anna Nease,deceased. We note from your letter that you are of the opinion that Mrs.Nease has no Probate Estate. In this connection we enclose herewith copy of our First and Final Account as Successor Trustee under the Will of J.Frank Nease,deceased,for the benefit of Anna Nease,now deceased,which account we have filed to No.1074 of 1971 in the Office of the Clerk of the Orphans'Court of Washington County,Pennsylvania. You will note from Page 2 of this account that there will be due the Estate of Anna Nease the sum of $2,972.54 at the time of the Audit of thisaccount. Should you,on the basis of the enclosed,decide to take out letters on the Estate of Mrs.Nease,we would be pleased if you would forward to us a Probate Certificate showing such appointment. Should you ,decide to renounce,and letters are issued to someone other than your bank,we would be pleased if you would advise them that they should furnish us with such a Probate Certificate. This evidence will need to be on file with us prior to our accounting being presented to the Orphans'Court of Washington. This account will be presented to the Court for Confirmation on November 29, 1971 and will again come before the Court for Audit during the week beginning December 13,1971. Sincerely yours, ~~Qjjd,~ Chas.E.Enlow Assistant Vice President CEE/jlm cc:Mrs.Irene Bennett Graham I-......................"""""""'~~--_.~---~-_..__._.__....._-_._-----------__ i'I' V PITISBURGH NATIONAL BANK WASHINGTON OFFice WASHINGTON,PENNSYLVANIA 15301 October 29,197\ Nrs.Kathleen Crdham Slv;.lrt R.D.#2,Box 29 Wellsburg,West Virginia 26070 Dear Mrs.S'vart: We enclose herelVith copy of our First and Final Account as Successor Trustee under the Will of J.Frank Nease,deceased,for the benefit of Anna Nease,now deceased,which account we have filed in the Office of thl'Clerk of the Orphans'Cuurt of WClshington County,Pennsylvania,to Nll.I 071.,()r I q 71• \~e al so clle lose hcn~with copies of RCC-J3 Forms covering Consumed Assets Appraisement and HClllaindcr Estate Appraisement covering the items reflected in the enclosed account. We estimate that the Pennsylvania Transfer Inheritance Tax presently due on this Estate will amount to approximately $19,735.00 which we will pay therefrom when billed therefor by the Commonwealth of Pennsylvania. We also enclose herewith,in triplicate,Election whereby you elect to take in kind \;of the remaining assets in this Estate upon distribution therefrom. You slw\l1.d (tIll',s:ign ;md have your signature witnessed on the original and onc copy oC this Election 3IlLI return same to us in order that we might have the original to file with the Petition for the Audit of this account and a copy to retain here for the Bank Examiners.All other papers enclosed here~ith should be retained by you for your file. This account will be presented to the Court for Confirmation on November 29, 1971 and will again corne before the Court for Audit during the week beginning December 13,1971. Yours very truly, Chas.E.Enlow Assistant Vice President CEE/jlm Enclosures ......__.,J."'~".'"._~••~_&,_.._.,_-:::i,.~. T PITTSBURGH NATIONAL BANK WI\SHIN(jTON Of I ICC WASHINGTON,PENNSYLVANIA 15301 October 29,1971 Mrs.Karen Graham Larsen 11280 S.W.72nd Avenue Tigard,Oregon 97223 Dc~r Mrs.L~rsen: \~(~enclose hC'rl'lvith copy of our First and Final Account as Successor Trustee under the \~ill of J.Frank Nease,deceased,[or the benefit of Anna Nease,now deceased,which account we have filed in the Office of the Clerk of the Orphans'Court of Washington County,Pennsylvania,to No.1074 of 1971. We also enclose herewith copies of RCC-33 Forms covering Consumed Assets Appraisement and Remainder Estate Appraisement covering the items reflected in the enclosed account. \~l'l'stilll:lt.l'tll:lt.the l'l'nnsylvania TL:.lns[er Inheritance T~x presently due un t.his I~state Ivi II.amount to :lpproxim~l:ely $19,735.00 which we will P:lY therefrom IvlH'n billed therefor by the Conunonwealth of Pennsylvania. We also enclose herewith,in triplicate,Election whereby you elect to take in kind l of the remaining assets in this Estate upon distribution therefrom. You should date,sign and have your signature witnessed on the original and one copy of this Election and return same to us in order that we might have the original to file with the Petition for the Audit of this account and :l copy to retain here for the Bank Examiners.All other papers enclosed hcre\vith should be retained by you for your file. This account will be presented to t.he Court for Confirmation on November 29, 1971 and will again come before the Court for Audit during the week beginning December 13,1971. Yours very truly, Chas.E.Enlow Assistant Vice President CEE/j'lm Enclosure ,'.....,......."....,;,•..1;.,.....\1.•.).'\....J.:........~-:...l,••'...-T~~'--::-,~,v~.j..·tl";·'''~ t.. V PITTSBURGH NATIONAL BANK WASHINGTON OFFICE WASHINGTON.PENNSYLVANIA 15301 October 29,197] Hr.Gordon 11..Graham 11280 S.W.72nd Avenue Tigard,Oregon 97223 Dear Mr.Graham: We enclose herewith copy of our First and Final Account as Successor Trustee under the Will of J.Frank Nease,deceased,for the benefit of Annn NV:ISC,no\"dece:1Scc!,which account we have [j led in the Office of lhl~CllTk of lhe O\-phans'Court of'Washjngton County,Penhsylvania,to N(). 1()7!l 0 f I 97 l. We alsu l~ncJ ose hen.'\"i.l:11 copies or I{CC-33 Furms covering Consumed Assets Appraisement and I{l'llIaindcr Estate Appraisement covering the items reflected in the enclosed account. We estimate that the Pennsylvania Transfer Inheritance Tax presently due on this Estate will amount to approximately $19,735.00 which we will pay therefrom when billed therefor by the Commonwealth of Pennsylvania. '~e also enclose herewith,in triplicate,Election whereby you elect to take in kind .~;of the remaining assets in this Estate upon distrihution tllerefrom. You should date,sign and have your signature witnessed on the original and one copy of this Election and return same to us in order that wc might have the original to file with the Petition for the Audit of this account and a copy to retain here for the Bank Examiners.All other papers enclosed herc\\'ith should be retained by you for your file. This account .",ill be presented to the Court for Confirmation on November 29, 1971 and will again come before the Court for Audit during the week beginning December 13,1971. Yours very truly, Chas.E.Enlow Assistant Vice President CEE/jlm '"~_J;::"-'):0-m ::::'l (f)0 c:c- ::r co :t":-:1lI-CD (.'1Z--1 :-.",.•;;'•---I ~):"-'-:;:,C.',--", .....:'-:J "'4 0 --e ,~ r-,.-Z-';J r C>">C-0 ) en IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION In re:Estate of J.Frank Nease,) Deceased ) For Anna Nease C.Q.T.) I,Kathleen Graham Swart,one of the remaindermen under the Trust established for the benefit of Anna Nease,under the Trust established for the benefit of Anna Nease,under the Will of J.Frank Nease,deceased, hereby elect to take in kind the following assets as a part of my Distributive Share under the terms of said Will and hereby respectfully request your Honorable Court to make distribution of said assets to me in kind in the matter of the Adjudication of the First and Final Account of PITTSBURGH NATIONAL BANK as Successor Trustee under said Will: $10,000.00 par value U.S.A.4.125%Treasury Bonds due 11-15-73 . 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Common Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Common Stock .J WITNESS my hand this __"",,1'_"_'_day of _--I-l!l~~",--,,~,,1971. ..,w~a.4~~_~_--U~;",:::,,\=-"':=::::::"';=;':;':;'~=~~_~:::'::;';" Kathleen Graham Swart Witness: \aU4<g~ ;z:..._.i 7"-r" "rn--{:;:::;.- ::~(.j ~,- """"'--t '~~.... 1 1 1 1 1 1 1 1 1 1 I I 1 .. \I/j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION In re:Estate of J.Frank Nease,) Deceased ) For Anna Nease C.Q.T.) I,Karen Graham Lar~en,one of the remaindermen under the Trust established for the benefit of Anna Nease,under the Will of J.Frank Nease,deceased,hereby elect to take in kind the following assets as a part of my Distributive Share under the terms of said Will and hereby respectfully request your Honorable Court to make distribution of said assets to me in kind in the ma-t,ter of the Adjudication of the First and Final Account of PITTSBURGH NATIONAL BANK as Successor Trustee under said Will: $10,000.00 par value U.S.~.4.125%Treasury Bonds due 11-15-73 100 shares Allegheny Power System,Inc.Conunon Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Conunon Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Common Stock 50 shares Union Carbide Corporation Conunon Stock 50 shares United States Steel Corporation Common Stock Witness: WITNESS my hand this gd day of '1?/J1~A.,),1971. ~tJ41),~1J4~~4MJ Karen Graham Larsen ~":,~.,,,,:,-.......,....., ,.--.. ::0c: (f) -.,... •1 '\\ • J/IN TBE,COlJRT 21 C9JrfN21!PLW OF WASHINGTON cqUlfXY.PENNSYLyANIA ORPNmS t CQuaT DIVJ:SjON tn ra:Estate of J Frank Neas~.) I)(!ceased ) For An.na Nease C.Q:,r..> 1.Gordl)n A.Graham;one of-the xocmaindermen under the Trust established for the benefit of Anna Nease.under the Will of J,Pta.uk Nease,deee&sed,hereby elect to take in kind the following a.Beeto aa a part of my Distributive Share under the terms of said Will and bereby respectfully request your HJl'lo·rable Court to mak,e distrtbut.ion c>fsaid assets to me in kind in the _mait:tst of ~heAdjud1cationof the First and Final Account of P1TTSBURGa NATIONAL BANK as Suc¢essor Trustee under said lJU1: ~lO,OOO.OO par value U.S,.A.4.125%Tre~sur:y Bonds due U ...1S.-n 100 shares Allegheny Power System,Inc.Common Stock 150 shares Goneral Motors Corporation Common Stock 15 shares KennceottCopper Corporation Common Stock 75 shares ~Iobil Oil Corporation Common StQck 150 shares Standard Oil Company of Nc\'t1 Jersey Conunon 'Stock 50 shares UQiOD Carbide CQrporation Common Stqck 50 shares UnitedSte;ttes Steel CQrp0J:&tionCQIIIntOnStock WlJ.NEss my handthts ;,;~'..day Qf ••1f~,1911. ~~Gordon.A.Graham ..,---./,: ~-::~,~ 1'> ~J -.,i"'.} rn ~ (J1 G)c:C- (0 ;:C2 G~)Co') Z -; -, -:G-- ,J ..-i :;G --'(--j Z C'-- ,"":-:J c>.-C.J ......,::" 1- ,... U r..........,0:::..- :t."C/)C)C-~ ',t'en • .,\ ,,. ,- ",t' J IN THE COURT OF ~OMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS I COURT DNISION INRE: Estate of J.FRANK NEASE, Deceased. ( ) ( ) ( ) ( No.1074 of 1971 Nease,deceased.The Pittsburgh National Bank is Successor Truste under the will for Anna Nease,and the attorney is Sherman H.Siege COUBT: HEARING ON AUDIT Num ber 1074 of 1971,the estate of J.Frank Friday,December 17,1971,at 10:00 A.M.,EST The Honorable P.VINCENT MARINO,Judge of the said Court. SHERMAN H.SIEGEL,Esquire,of Washington,Pa. representing the Accountant. Mr.Siegel? ~z«>oJ>-III Z ZIIIA. iBEFORE:ol-t' Z :t III«~~APPEARANCES: uiiI-al;:; oJ GTIME:;:; ::J., 1:I::w uiItIII~THE 2III0:: I-0::JoU oJ«iJ ii:II.o ".,\ vlR.SIEGEL:If Your Honor please,we have the necessary ,papers for the audit of this account.This is the final acc aunt of the successor trustee.Elections have been filed by the distributees to accept assets in kind.All the debts of theestate are paid as well as the Inheritance Taxes.There are no creditors. this decedent's estate? (NO RESPONSE ) 2 '{ THE COURT: by the Cou rt . The audit of this account is ordered closed ( AUDIT CLOSED) :!:z«>..I>-(/)zZIIIII. i-0I-Q Z :rCIl«~ .=u«l-(/) Qe..I~ 2c :J., :tI-r-ei ai0:IIII-0:0...III0: I-0:.:J0U ..I«ij ii:II.0 e I hereby certify that the proceedings and evidence are contained fully and 'accurately in the notes taken by me on the hearing of the above cause, The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. J. .. ",-:.......A"~" Receipt and Release KNOW ALL MEN BY THESE PRESENTS,That I,Howard P.Leibow, Administrator with Will Annexed of the Estate of Anna R.Nease,do hereby acknowledge that I have this day received of and from Pittsburgh National Bank,Successor Trustee of the Trust established for the benefit of Anna R.Nease,under the Will of J.Frank Nease,deceased,the sum of Two Thousand Nine Hundred Seventy Two and 54/100 ($2,972.54)being the sum awarded the Estate of Anna R.Nease at No.63-71-1074 of the Court of Common Pleas of Washington County,Pennsylvania,Orphans'Court Division in full satisfaction and payment of all claims which the Estate of Anna R.Nease has or might have,against the Pittsburgh National Bank as Trustee and all monies or property for which it may be accountable, and I do,therefor,by these presents,remise,release,quit-claim and forever discharge the said Pittsburgh National Bank,and its successors, of and from the said Trust,and of and from all actions,suits,payments, reckonings,claims and demands whatsoever,for or by reason thereof. J day of Witness: IN WI:::;C WHEREOF,I have hereunto set my hand C~./,A.D.,19 7 2.--:'o this 3/7 '.. .., r ,r I .,1 .r,. ill I oil.,I ~i~.;~1~ji ."~f't n' I:'"' ----,"---.~-~-. ·'-'-I, ~------~--------,,--------------------------~,------ •Receipt and Release • KNOW ALL MEN BY THESE PRESENTS,That I,Gordon A.Graham, do hereby acknowledge that I have this day received of and from Pittsburgh National Bank,Successor Trustee of the Trust established for the benefit of Anna Nease,under the Will of J.Frank Nease,deceased,the sum of Twenty Thousand Thirty Eight and 98/100 ($20,038.98)Dollars constituted by the following items: $10,000.00 par value U.S.A.~.125%Treasury'Bonds due 11-15-73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey COmmon Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Common Stock Cash Total $9,956.25 639.06 1,823.43 1,370.31 625.12 1,667.19 1,093.75 703.13 2,133.74 $20,038.98 being the items awarded me at No.63-71-1074 of 1971 of the Court of Common Pleas of Washington County,Pennsylvania,Orphans'Court Division in full satisfaction and payment of all claims which I have,or might have, against the Pittsburgh National Bank as Trustee and of all monies or property for which it may be accountable,and I dp,therefore,by these presents, remise,release,quit-claim and forever discharge the said Pittsburgh National Bank,and its successors,of and from the said Trust,and of and from all actions,suits,payments,reckonings,claims and demands whatsoever,for or by reason thereof. IN WITNESS WHEREOF,I have hereunto set my hand this day of cl~~,A.D.,19 ZJ. ,~;j{J.N"=-!(SEAL) Gordon A.Graham . Witness: •.' . j ,'. .t v. ".hid "'0 (\~,i ()I ')1,11I.!S'hi J1\i,J 1.",:-',.1'1:.(I .v il\'(""11'"II}11'"'1,"-'ll'\ill~)If!..:i (',,J .'..;)I oJ.::l U oNI::i/H .:1=J SSn8 II "~•.j ,Illi11..,·"'•1'1 J Co. 2L". ...·)1 '1'1.:-, .' ••Receipt and Release KNOW ALL MEN BY THESE PRESENTS,That I,Karen Graham Larsen, do hereby acknowledge that I have this day received of and from Pittsburgh National Bank,Successor Trustee of the Trust established for the benefit of Anna Nease,under the Will of J.Frank Nease,deceased,the sum of Twenty Thousand Thirty Eight and 98/100 ($20,038.98)Dollars constituted by the following items: $10,000.00 par value U.S.A.4.125%Treasury Bonds due 11-15':'73 $9,956.25 639.06 1,823.43 1,370.31 625.12 1,667.19 1,093.75 703.13 2,133.74 $20,038.98Total 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Common Stock 50 shares Union Carbide Corporation Common Stock 50 shares United·States Steel Corporation Common Stock. Cash being the items awarded me at No.63-71-1074 of 1971 of the Court of Common Pleas of Washington County,Pennsylvania,Orphans'Court Division in full satisfaction and payment of all claims which I have,or might have, against the Pittsburgh National Bank as Trustee and of all monies or property for which it may be accountable,and!do,therefore,by these presents, remise,release,quit-claim and forever discharge the said Pittsburgh National Bank,and its successors,of and from the said Trust,and of and from all ..I' actions,suits,payment~,re~konings,claims and demands whatsoever,for or by reason thereof. IN WITNESS WHEREOF,I have hereunto set my hand this /~ day of _...:::C;=t:.~4at<Z.J-!-",----'A.D.,19 7J 1J{;UM)IJu)A M-.;J,./lIJ?a (SEAL) Karen Graham Larsen Witness: ~~ - .,. " -, .:-: ',.'. '. .fl· -,' I ...r:'Vd "0'']NJ)l~'N:IHSY/,ir._,....S111A~;I:;'}-~::Hf:HvJt! nI,t I:~i';'h i 1 :1 (~t~nl u.,~~f ,j •I ",.J ~.....OJ a LO j I /./l-I 9 U~I~IJI,"~••4. f"/""'j """It:-!j,:U •t I ~,~.~.Ii •i •..J • ;, ,.' .~I . . J " ", ,. .:n''.....1...,,"+.t'._--.";' "•Receipt and Release • KNOW ALL MEN BY THESE PRESENTS,That I,Irene Bennett Graham, do hereby acknowledge that I have this day received of and from Pittsburgh National Bank,Successor Trustee of the Trust established for the benefit .of Anna Nease,under the Will of J.Frank Nease,deceased,the sum of Twenty Thousand Thirty Eight and 99/100 ($20,038.99)Dollars constituted by the following items: $10,000.00 par value U.S.A.4.125%Treasury Bonds due 11-15-73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Common Stock 150 shares Standard Oil Company of New Jersey Common Stock 50 shares Union Carbide Corporation Common Stock 50 shares United States Steel Corporation Stock,Common Cash Total $9,956.25 639.06 1,823.44 1,370.31 625.12 1,667.19 1,093.75 703.13 2,133.74 $20,038.99 being the items awarded me at No.63-71-1074 of 1971 of the Court of Common Pleas of Washington County,Pennsylvania,Orphans'Court Division in full satisfaction and payment of all claims which I have,or might have, against the Pittsburgh National Bank as Trustee and of all monies or property for which it may be accountable,and I do,therefore,by these presents, remise,release,quit-claim and forever discharge the said Pittsburgh National Bank,and its successors,of and from the said Trust,and of and from all, actions,suits,payments,reckonings,claims and demands whatsoever,for or by reason thereof. IN WITNESS WHEREOF,I have hereunto set my hand this day of 9a&YlLdA1-._'A.D.,19~. J1uu<~R~Irene Bennett Graham .,.~ J:. • .,':.; •,\ :.::~.. . . ~...,- 'Vd "00 l''Wl~)NIHSVif1 "1111'J'\IJ-)t ('''IC'\]U;)Ii'...,.f,rI.:..,)I oJ'......'u"IH I.'Ji \ 'I , ]~'.,"('fl \Ji'I \..1 i I •.:,,).)-0 ". '. 1 • ,0' oJ ••Receipt and Release •'.' KNOW ALL MEN BY THESE PRESENTS,That I,Kathlene Graham Swar~, do hereby acknowledge that I have this day received af and from Pittsburgh National Bank,Successor Trustee of the Trust established for the benefit of Anna Nease,under the Will of J.Frank Nease,deceased,the sum of Twenty Thousand Thirty Eight and 99/100 ($20,038.99)Dollars constituted by the following items: $10,000.00 par value U.S.A.4.125%Treasury Bonds due 11-15-73 100 shares Allegheny Power System,Inc.Common Stock 150 shares General Motors Corporation-Common Stock 75 shares Kennecott Copper Corporation Common Stock 75 shares Mobil Oil Corporation Comm6n Stock 150 shares Standard Oil Company of New Jersey Common Stock 50 shares Union Carbide Corporation 9ommon Stock 50 shares United States Steel Corpor~tion Stock,Common Cash Total $9,956.25 639.06 1,823.44 1,370.31 625.12 1,667.19 1,093.75 703.13 2,133.74 $20,038.99 being the items awarded me at No.63-71-1074 of 1971 of'i'the!!Court of Common Pleas of Washington County,Fennsylvania,Orphans'Court Division in full satisfaction and payment of all claims which I have,or might have, against the Pittsburgh National Bank as Trustee and of all monies or property for which it may be accountable,and I do,therefore,by these presents, remise,release,quit-claim and forever discharge the said Pittsburgh National Bank,and its successors,of and from the said Trust,and of and from all actions,suits,payments,reckonings,claims and demands whatsoever,for or by reason thereof. day of Witness: IN WITNESS WHEREOF, }-~ I have hereunto set my hand this ,A.D.,19 .,~. ~A4.J"whSEAL) Kathlene Graham Swart .~ ~~ BO.lD11 1/71/ .:: ESTATE OF T ~'\..~-:-: DECMSED".i"";.--='.;,.# J.FRANK NEASE, -i -;' ~.. 1l".-""...."", ~,..-..I' ~.'._0- r •'i -;1\1\1"'-. .-;--:Jj.::rn ~::::s:en G)[/),'?:~.ANNA {R.::-"NEASE' -;:~~~"-JTBBSTFOR- _..:~- t,::::) O"J r.:~r...... ~....-~~~---r".----------~---------(-,'":;~..:C>__- RECEIPT~~_.~~: 7(f) -------------------------- e ..J ~ .! .J1--,~ ~?--r '" Form RCC-33,. \. RESIDENT DECEDENT CONSUMED ASSETS APPRAISEMENT COMMONWEALTH .OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF Washington . Successot Trustee..................................................~fdtt/(trI (Sbte full name of decedent) IN THE MATTER OF THE ESTATE OF ...............~!FrllDk ~~~. IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of the In~~ritance and Estate Tax Act of lG61.) state ot..b ..ylV4.~:.} .~: C01lnty of .WithS.08~Q"................................1 Cha~les I.Inlow.Assistant Vice President of Pittsburgh National.llAD1~•.u.~~~~,QQ~t~Qt:e~.........................................................................,.......,,.,..,.l.iItN.H6i of the estate of the above-naml'd decedent being duly sworn,depose 8 and say S ...dMM ;; ~.. I Deeedent dled ...J..~~n~7 .. (Month) .'}Name and addre••of attorney or other authorized representative to whom all correspondence .~ould be mailed.. .........,19~Q.J testate leaving n last will.~~fh'!~·rs..l'!'lf't!l·a'tT.rc1!!~} (lillY)(V,..r)L lM't!'\'!m 'U:t,ln,lrgh ~at~0J'81 ~a~............. 6 South Main Street,Waahington.leana. That the contents of said safe deposi t box or boxes are i temizerl under Schedules of this---return,with the exception of the follow1ng,for the reasons hereinafter set forth: That Schedule A attached hereto anrl made part hereof sets forth fullv 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 encwnbrances upon each parcel of real property at the date of death,giVing the amount still due at death,name of mortgagee,date,.rate of interest,and book and page of record thereof.It also sets forth in the columns providerl therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT nt,on THI S SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF dea h of Anna Nease,tel August 18,1911· NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX This return 10 filed on account of the That as such ~"f1.t.10.;:...,...;:.mt.t.~deponent is familiar with the affairs of said estate and the property con- tEXt.'f'uwr·Adrninititratur) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in <kcedent's individual name,with right of access by another a!~agent or deputy,,with the exception of the following;- That Schedule B attached hereto and made part hereof sets forth fUlly and in detail all personal property wheresover s1 tuated 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 deposi t,savings hanks,trust companies,Qr ot.her tnst!tutions,whether individually,or in trust for any other person or pf!rsons giving also separately the accrued interest thereon,if any,down to the last interest day.prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the Unt ted States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any fore1gn country,which are owned at the ttme of death;all weartng apparel,jewelry,silverware,pic- t ures,books,works of ar t,hous")hol d furni t.u re,hors")s,carr1I1gf!s,.automobtles,boats,and any and all other personal chattels of whatsof!ver kind or nature,left by decedent,together wi th the fairly estimated market value thereof;all bonds and mortga!!es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,wi.th i.nterest thereon,if any,giVing the face value and estimated fair market vallie thereo~anrl if such esttmated fair market value be less than the fll.ce value,it sets forth briefly the reasons for such depreciation 'as '':'0 each item;all moneys payable to the estate from life insurance poltci'es earried by decedent;all annuity and endowment contracts the proceeds of wh1ch were payable upon the death of t.he decedent;and all the corporate stocks and dividends due thereon and unpain as of the date of neath,bonds and accrued interest thereon to the date of dece- dent's death and other investment securtties owned by the decedent at the time of death,with the market value thereof at such time. r·=====---·~·~-·· ...,' " rIII~fI, In the case of securities of close or famll y corporations,the values reported are as far as possible substantiated by financial statemellts of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent.at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabDities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together With a statement setting forth the character of the business,its location,and such other facts pertaining to the l;Hlsiness as may he pertinent to a fair and ,just appraisal of the decedent's interest therein must be submttt~o.It shoulo also set forth in itemized form,together with the fair market value thereof,any other property GWHeO or bequeathed by Uw oecedcnt at the time of death. I:I, Ii}. i,1 II I!II!, ,I"·., The Schedule C attacheo hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of oecedent's death,or intended to take effect in possession or en.joyment at or after death,said schedule sets forth t.he nature and vlllue of such property,t.o whom transferred,the relationship Qf the transferees to the d~cedent,the proportionate share received by each transferee and .all other.,.racts of a pertinent nature regaroing saio transfers.In the case of transfers intended t.o take effect in possession or enJoyment at or after death,there is also attached to the scheoule a COllY of the deed,.trust agreement or other instrument creating the tl'\lSt.Therl~is also set forth in said schedule a list of all property,real und personal,wH/1 its value,which pai':ses'at decedent's death by virtue of the exercise by oecedeHt,eiUlcr Indlvl<luully,orJoint1y witll another,or any power of appoint- ment vestectlndeceoent,eit.her individlll\lly or'.Ioint.1y,by the will,deco,or other instrument of another, with a copy of the inst~\Im.mt creatlll)l;such power IIttfiched to the sehedule.· That Schedule D fittacheo hereto find mll.de part hereof sets forth the nRmes finct addresses of all persons beneficially interested in tills estate at the time of decedent's oeath,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants ano beneficiaries for life unrler rlecedent's Will.It also contains a statement showing which of the beneficiaries named in the oecedent's will,if any,died prior to decedent,the dates of their death,their issue,ano the relationship of such issue to the beneficiary. Thnt Scl>edule E llttacheo hereto find made a part hereof sets forth all property,real and per- sonal,owned by the decedent..jointly with another or others,including intallgibl?,stfinding in the name of the decedent finO other's,plus the date and pillce of recorrl of inst.rllluents ef'fect.1.ng the vestiture of real estate and the dllte of acquisition of llersonalty,plus the name,ll(hIress tlno relationship,if any, of co-owners to the decedent. That Scl>edule F attached hereto and made a part hereof sets forth fully and in detail all debts Ilnd deductions claimed for and on behalf of this decedent's estate,i.nclUlUng f\meral expenses paid; family exemption,where applicaole;costs of administration of this estate;counsel fees and f\roiciary's cOllD1lissions paid or to be llaid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing ano unpain at time of...death;taxes accrued chargeable for period prior to decedent's death (except.those allowerl under Section 651 of the Inheritance flmI Estate Tax Act);together with a statement of collateral pledgerl for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligu.tions upon re- quest,.that if the amount actually paid In s'ettlement of any fee,commission or debt is less than the estimated amount clidming anO allowed,that the same will he reported to the Register of WillS,and that the amount of tax flssessed can be reassessed tn accordance therewith. That the totals of the appropriate colwnns in Scherlules "A","Il","C","E",and "F"as oirected therein,· have been carried forward and properly registered in the Sununary. Subscribed and sworn to before me this :{J(. .................................................day of ......~19 1..1..... ...~(S)~m~ ........................~:P :•••••P •••~ Pittsburgh Natlonal Bank..B~~t~~,--'lc"-~r 6 South ~ID Stroot.................................................................................................................................-...,. (Street Numbe-r) UashlaGtooo leDQ8.lS301........................................................................................................................... (City or Town and State) "NOTE:Before signing affiOllvit make sure all blank spaces in the affioavit and schedules annexed are filled in with details or the woro "None",and in case the assets include rare anrI unlisted securities, securities of close or family corporations or an interest in flny co-partnership or business,that the data and statements requi reo under the parap;raph above relating to Schedule "8"are attached.Also make certain that colwnn #1 in the "SulTUllary"has been properly completed as above-directed• ., ".' _______________________________~~~~~=._=..=.-=.-=-..=•.=~~__"""'~-'_".-==-"".-=.-~.""..."'",.=.",.......T'l...."1'...~~--,--~-r!-.....,':'\~1•.,.~.~..........:- Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hf'ld by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. I,' SCHEDULE IIA" -REAL PROPERTY RCC-34 ,1HI4','" COMMONWEALTH OF PENNSYLVANIA .OEP.ARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT ·,.....'~..."t...i"'r~m..."¥·'9 .................I.LWW'--'f'AM'.-b·'-a...,,;,,~......~.==.........=_..._=.=-=.=.._=..=.=='='==-----------------------""1 r~Ik~., IiIItI ! I The real property located In the Commo!,wealth of Pennsylvania should be ducrlbed by lot and block number,street and street number,together with a general description af the property,with a reference to the record of the canveyance by which the decedent took title;If a farm state number of a· eres;oliO statement af mortgage encumbrances upon each parcel at death of decedent,Taxes,assessments,accrued Interest on mortgages,etc"are to be listed on Schedule "F"and must not be deducted from this schedule. (1)(2)(3\I DF:PARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In this spoce) i I, ;" Insert this total opposite "real property",Schedulo "A"in the X X X X X "As Reported"column on the last page of this return. ---------------_..----._.---_._._.._~.-.~-------:---;-------------------- R~C-3& COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under,Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,._. stockS,'mortgages,notes,together with accrued interest or elividends,salaries or wages,insurance pay- able to the estate or fielucillry in saiel capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of eleath,should be listed in this schedule. 1-'Ii IJ ! •; Item No. ITEM List and elescribe fully JUaerGl aad Burlal Expense of Anna Nease. life C.-utI 11'01.\8 Betm.ett Grah.am •Reimbursement for ~.•t for crypt in sunland.Memorial Perk ~r8 PuDera1 Hame •Expenses of lunarel UNIT VALUE ESTIMATED MARKEr VALUE $850.25 .835 e!t6 1,685.71 DEPARTMENT VALUATION (Do not write in this space) ',. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"colunul on the last page of this roturn. :,'. x X 1,685,71 'RC.c ..36·• •CmI\ION'm,\LTH OF PENNSYLVANIA TIl\NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS II~! DEPT.VALUATION (Dept.Only) MARKET VALUE (Estimated)DESCHIPTIONITEM (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consicieration therefor?(Answer yes or no)--=N'-"o"--__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)..N...O _ (3)If the answer to (1)or (2)above is in .the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.«('Iote.1)• (4)Did decedent,in his lifetime,make /lny transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~N~O~_ (a)W/lS there any possibility that the property transferred might return to transferer or his estate or be subject to his power of (lisposition?(Answer yes or no)_ (b)What was the trallsferee's age at time of decedent's death?_ (5)Did 'decedent in his I ifetime make Hny transfer wi thout receiving a valuable and adequate consideration therefor Wlder which transferor expressly or impliedly reserves for his life or any period wnich does not in fact end before his death: (a)The possession or enjoyment of or the right to income from tht,property transferred? (Answer yes or no)__IDOL-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_1....0<--_ (6)If the'answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others .:.--:-_ (7)Did decedent in his lifetime make a transfer,the consideration for Which was transferee's promise to pay income to or for the benefit of care of .transferor?(Answer yes or no)_N....o'-_ (8)Did decedent,at any time,trllllsfer property,the beneficial enjoyment of which was subject to change, because of II.reserved power to /lIter,amencl,or revoke,or which could revert to decedent Wlder terms of transfer or by operation of law?(Answf~r yes or no)No (9)If the answer to (8)above is in the afl'irmative,was the power to al ter,amend,pr revoke the inter- est of the beneficiary reserved in the decedent ulone or the decedent llnd others? (Answer yes or no)_ NOTE 1:The anSwers to these questions should be supporteet by affidavit by the attending physician as well asa copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,itl s fair market vullle at date of death,dates of transfers and to whom transferred,with .relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also sllbmit detailecl 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. -'. None Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 11---------------------------------"..-"...'-",."".-.~"'.."'...""-."'_...""...""..."'...c'",.."'_...""-.""__.-'.......'"Tf··:":"'Tf·~(tt:f···.····..-••-.,.~ II \I .y Property Interest I I I ,J iI I", I "','-"~ SCHEDULE "E". <JOINTLY OWNED PROPEltTY Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the lust pagp-of this return. Bsrm'CTr't'!'iS:Tlll'S schedule must diselose all property,real lind personal,ownen hy the necedent jointly 'with another or otllE'rs,including;intllng;llJles,stnnding in the nlime of thc decedent and other's.List real ~state first,as entireties,or Joint tenants,g;iving brief description,as indicate'd lUHter Schedule "A",phis the date and place of record of instrulllcnt effecting vestiture,but rio not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule )'8",plus date of acquisition,anrI the name,address [~n(l relationship (if any)of co-owners to the decedent.' "C~M~Il)~WFi\LTH i)F I'EKNSYI.V,\NIA ""Til \1'i~:"~':!;'"r;';lII.:Ht Tr\N('E 1T\..\.~,,' ";i.,·'~(i_·~"i '::- nescriP~.i~~,ofP~OP~;t;;-'D~t;'of'-A~ql1iS-it-i~r~'~"N'I~~~I-lmit"-'~-~,ce'~'t~g~'--E~t~~~----'-n-EP-ARTMENT VAL-UA-T~ Address and Relationship of Co-Owners,linn Place ~Value Share ValuatlOn CAUTION-Do not Write .~,..'I'.of !l('cord of Instrument,where HE'al Estate.1 'In This Splice. Value of Value of hntire Decedent's l BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE."INTEREST OF(State full names andaddressesbf all who illegitimate children DECEDENT OF BENEFICIARY have an interest,vested,contingent or other are involved,set STATE YES IN ESTATE forth this fact.)on NO BIRTH .., wise,in estate). .... Ar&Do "8 ..-Widow Income for Ufe with 10S10 Cumberland Dr.·power 10 Trustee to .Sun City.Arlzoaa 85351·Augment lacane • ,..,'.at t1Aa~h t.t'omr... "".:'Funera1 Ibcpensea .,.. ,..:'....' .'.. '..'.:.-, .,.......... : . ..' .'.1'.', '..".. . " ...'. . .',':.i...... ......:. . "..,., ",. ... ....',"'. , '..- .< ," ':'".' ':': .- '! II, I I iI; II!!i ..".'••!l".~..I SCHEDULE "D" BEf\'EFICIARlES Deponent further says that un tile above-named beneftciaries are Iiving at this time except below: RESIDENCE ". 10510 Cumberland ~'ive __=====L DATE Ot"DEATH Au uat 18 1971 -----+--~------ BUD City,ArlzoDa 85351 -,.--'----'--'----------~---+----------+--------_.._---~-------- J .Fr~nkNe~~,e Deceased Late of 'WCisl1ingt.oI:l,.. County of Washington COlllmon\\'ealth of Pennsylvania REPORT AND APPRAISAL I 0~"8 't3 -<i 0Ii~ P:mCOt't~ Cflc:3:: 7.....>-::0 W Cfl Cfl .....: ()() ?""::r"?"' ci ~>;,~~ -00 -00 ~-00 -00 -00 :....::t-:.,.>-:0-::0' :C»::0)'":\,11 ::\.It ::0:'-'.:-<V .....:~:~'5-:t-:.........[- ;.,-..., >-',:~"",._. -00 -00 ~-00 -00 -00 ->-"-'--~0 :,..~-r;l,:j....-3 :::lr;c..- t,.:. ~, '. !'" ______._-~_~..~_~....~_"'T ~,-....~~-""=~"._-__.;_:_!~•.•~~~....'........p.!'.c..·...•_..•'l••t~·,-....-:;;·......A REMAINDER ESTATE APPRAISEMENT" ."\--'--_..,;.: ~ COI\1MONWb'\tTH 0[: DU>ARlMrNT OF Blll~[AU Or COUNTY ~;rr\)N5'1I.V AN IA ~ttVlNU[ C'C)!p I~C'i'l ~)r,l('".,..,.~Il.",) J HESIlH:NT DECEDEl,T COUNTY OF Hl\SIIIl'lG'J.'ON ~)ltTAt\T;:TilJs~~l-;;;;:;t~'-i;;-'~:;;~01i:'Z:li;;-~I(-:t:';;jt~-'i~;'i';~';J-~;-;~;;jI~-;;t77'-:iU;-~'j~l~~;U;~d;~~~'jt:i';ti;- Hcgister ot'Wills of tlj(.~Coullty WhCl'C c]('CCCl\)ill.rC'sided;Hp(.I.II'1l is due wi tlltn one yelll'ufter date of'(il'aL~I,uliles.';LUl cX(.C'llsioo is gr/l.lltc:d by the SccrcLllry of'JlCVCllUC.(Sectiou 7():J of t.lle Illhc.'!'it'l1nce ['.:,rl.l<sLilLe Tllx Act or 1801.) .........,I..!r.~~p}~N~.e:tr~q . (f;'ldc lull lltillle of de".:,.I,'lIt) IN TilE l\L'\'X"lEH OF THE ES'!A'i'E Ot~ 1.l\te or } AFFWAVIT OF . , ,..L~~Ci{J'!CH~SUCC(~S;:)Ol~rrrtlstC12 \'la s l~~~~?~::.~)rl..',............COlUlty f,l"C'JUU,'Y·;<r7l1i.lmt Vice State of r.ennsylv::ll1ia .."} ,55: County or \vashlngton .. I.Charles E.Enlow,Assistant p r~$id(~1)t,)?:Lttf:bUI'ghNatiQDnJ,Bank,SuccCS f;QrrI'XJ1~;;tc;:(~".iQc~'il.t:;~x Xdili-ilX,xr&t:lj{of tlte estate of the above-n:,med decedent bein);'duly ~WOI'II,dcpCStB ;,nd say S Decedent died J.<.ll}V9 ry . (MOI,tli) .....:27 ,195.0 ,5 testate lenvin~a Inst will,copy of which is hereto nttnched.} (lIllY)(fenl)L¥I'Ga;.l);;XX Name lind address of attorney otl1er nuthorizecl rcprescllllltivc whom all corrt~~p(,,}d('ncc :~holiid mni led. or}to be pittsburch National Bank......j . 6 South !'lain Street,HashinSJton,Pa. Successor Trustee That as such :deponent I~.;familiar with the affairs of said estate and the property con- )~X""r{o~~'}'<:X'X'{"~xxx stituting the assets tl'lel:c~f ;lJl~1 l!;dr 'fa'ir market value. That at the time of death there was no safe deposit Lox registered in decedent's individual name,or jointly with,or as agent or deputy of another,ar in decedent's individual name,with right of access IJY :llIother n~agent or deputy,with the exception of the following:- HEr.ATIONSHIP or JOINT 1I0LDr:HS TO DF.:CElJI-:IH Till S SAFE IlEPOSI T J;OX FENTED IN NAME OR NAMES OV NAME ANlJ AIJI1RESS OF BM,K OR OlliEH n;SrTTlJrTON IN 1'0'111\11 DECVDENr r,EN'n:n A SAFE IJFI'()Sll ilOX--------t...---·._-----_......_----.---_.-_.-.__._---_.~.__.-- ___.._L)\:i..~...._.L.Qt11.rD.....;iE._..Li 1.(~_(L9n._.a~...c:.Q:un .......D.L...tb..c.......dc..il.th__QL...6JJll1L..NE\.s.E.~_ ___.tha~i£0._.tenanL.on_...j\u.q.ust_.l..8..,......9-7~._.---_.----.--- Tho.t the con tellts of s aid safe deposl t box or boxes are i tern!zen under Schedules of this---return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto llnd made part hereof sets forth f\lll v 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 encwnbrances upon each parcel of real propel'ty at the date of death,giving the amount stUl due at death,name of mortgagee,dat.e,rate of intel'est,and book and page of recor'd thereof.It also .sets fOl'th in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. 'I That Schedule [J attached hereto ann made part hereof set.s forth f\llly and in detail all personal property wheresover si.tul1ted 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 dec~dent's credit in banks of deposit,savings banks,trust companies,or ot.her instit.utions,whether indiVidually,or in trust for any other person or persons givi.ng also separately the accrued interest thereon,if any,down to the last interest'day prior to decedent's death in the case of savi.ngs hanks,und to the date of decedent's death in all other cases;nIl bonds,post.al savings,treasury certificates or notes und other evidence of in- debtedness of the United States to tIle decedent;all obligutions,whether by statute or agreement they are designated us tax free,of the United States,or any st1l.te,or political subdivtsion thereof,or of any foreign country,whi.eh are owncl!at the time of death;all wearing uppnrel,jewelry,silverware,pic- tures,bouks,works of art,househol d furni ture,horses,cllrriages,automobiles,uoats,(md any and all o theI'pel'sonal chattelsol'who.tf;oever kim!or nature,Ieft lJ)'decedcnt,together wi th the fairl y es Umated market value thereof;all.bunds und mort.gne:es hell!by decedent I.lnu of 1.111 claims due und owing decedent at the t1me of (!euth,and all promissory notes or othel'instruments in writing for the payment of money· of whi~h decedent (Her!possessed,ot'whatsoever nature,wi th lnterest thereon,if'any,giving the face value and estimaterl fltir market value ther<'of,anI!if such estimated fair market value be less than the face value,it sets rOl'th uri.eny the reasons for such depreciation ItS to each item;all moneys payable to tlH~estate from life IllslIrancp policl'es carried by c1c,~crlent;10.11 annllit.y llnd elt!towment contrllets the proceeds of which Wl,re payalll.e 11\'011 the deat.h of the decc!l0nl,j and all the corporate stocks 'and dividends {ille (.hel'con and ulll'ald 11S or the dllte of deaU'J 110rH!s II.nd accrued ill't.ercst t.hereon 'to 'the date of clece- d(~ll(.'s tll'lIth lind othel'1.llvcstW>ll1.seellr.\Ues owned by 1.11('l10oedf~nt ut the t,lJTKl of (](:1l0i,wt til the Inlll'lcet. VllllI(J t.Il1)I'OOI'lit,lill<'lI 1.111111. ~, '1 1'i II J I i~J Ij i~ "" III the elise or seclIl'1t1es or close 01'f'lIl1llly eOl'pOrll!..lolls,tile vIIIIICS rcpOl'tcd Ilre us fnr us possible sll1>slllntillL0lI by l'lnlllwllll staLr::mcIlLs of'tile COI'P01'/lLtons,sllOwing till!/l~"scts uIllI !inlJi1it1cs thereof liS of'the llat.c of'dl'lIth.Tile schedule also seLs fortll t.he Inter·l!s!.of llecedent at lile t.1me of death III /lilY cO-J1l1rtnen;ld.J1 or IlllSil\Css,und In slIpport of tile vuIlle of slIell interest therc is Ilnncxeo to suid~c!le(lllle,finltllelul statCI11I!nt.s shoViing tile assets and lJ/l.l)j1jUr~s of ,Jllid cO'-Jlill'tnershlp 01'busIness. A copy or the'CO-Jlilrtncrsldp ngl'cclIIcnl,(if 01'£11,a statement selting forth the nature of the ugreernp.nt) log;eUle\'willi a stat'}!llcnt setting forth the character of the IJlISiIWSS,its location,and such other fuets P~'I'tl\ini,np;to tile husiness ns lIIay he PCI'LiI\('llt.t.o u fail'and .1ustapprhisal of'the deccrlellt1s interest th£'I'cin 11I\15t hc suhmlltl'll.It should lilso set forth in itemized form,t.ogether wilh tllc f'uir mltl'ket vU]\II~ thereof,lilly OlilCl'pJ'operty own(~d or heqlH:ntherl hy tllC decedent.at.the time of deuth. The Schedule C llttl\ched hCl'eto and mudr part hel'eof sets forth n true unswer to each inquIry contained therein and in the case of'tJ'nnsf'el's ofproperty,renl or personlt!,wI thin two years of deceoent's death,in contemplation of oecetlent's Ikuth,or intended to t'lke effect in possession or enjoyment at or after dealh,said SCilf~dllle sets fort.h the nlltul'e ond value of such property,to whom trallsfel'red,the relationship of the trflllsferees to the decc<len t,'the proportlonnte shal'e received by euell t\'ansferee lind nIl other facts of a pertinent niltul'C regarding said traTlsfers.In t.he Cllse of trlinsf'e'rs intended to take effect in possessIon or en.1oYlllr~nt at or aftel'death,there is ulso attached to t.he scherlllle a cony of the deed,trust llgreelllent or other inst.rument creating the trust.Thert~1.5 also set forth in said schedule a lIst of all jJ\'operLy,renl Hnt!personal,with ifs value,wh.i.ch passes at decedent's fleath by vil'tue of the exel'cise by decedent,either ilidividu~llly,or jointly with anolher,or any power of appoint- ment vested in decedent,eHher indivIdually or jointly,by the Will,deed,or other tnstrumcnt of anothe\', wi th a copy of the ins t.rument crelitJ.ng such llower attached to the scheoule. That Schedule D attncherl hereto llnd made part hereof sets forth the names anrl (llldl'esses of all persons beneficially Intel'ested in thIs estate at the time of'decedent's death,the IHttul'e of'their res- pective interests,their relationship,if any,to the decedent,together wlth the ages llt the Hme of decedent's death of all minors,annuitants unci beneficial'ies for life lllllier'decedent's Will.It also contllins n stl.ltement shOWing which of t.he heneficiur1.es n/lmed in the decedent's will,if any,died prior to decedent,t.he dates of their dCllth,their issue,lllldthe relationship of such issue to the beneficIary. Thnt Sc/>edule E ntt.ached hereto and ma<lc a.part hereof sets forth all property,real and per- sonal,owned hy the decedent Jointly witl.unothel'or others,i.nclu<Hng tntllngtl>lc,stlinrling in the name of the decedent llnd othel's,plus the date and place of'record of iflf;t.rUlllcnts ef'fecttng t.he vesttturc of rea.l estate nnd the Ilate of ncquisitlon of personalty,plus the IIllme,n<lrlress lind relaLl.olIshill,if any, of co-owners to the decedent..r That Sc/>edule 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 estat.e,InclUlling funel'a)expenses Vaid; family exemption,where applicllble;costs of administration of this estate;counsel fees and flldiciary's cOll1l1lissions paid or to be Ilfiidj cost expended for burial trusts,tombstones or gravcmarkers,and reI i- gious services,in consequcnce of the death of the decedent;debt.s and claims owing ano unpairi at time of death;taxes accrued churgeilhle for period prior to decedent's cleath (except those allowed under Section 651 of the Inheritance /llld Est.ate Tax Act);together with a statement of collateral vledged for obliga- tions,if any.It is agreed that the fiduciary.will present proof of said claimed obligations upon re- quest,t.hat if the amount actuall y paid in settlement of any fee,commission or debt is less than the esti~ated amount claIming and allowed,that the Sllme will be reported to the n.egister of WillS,and that the llJIlount of'tux assessed can be reassessed in accordance therewith. That the t.otals of the appropriate columns in Schedules "A", "D","C","E",and "F"as directed therein, have been carried forward and properly registered in the SU11Unary. NOTE:Before signing affidnvlt mllke sure 1111 blank spaces in the affiduvit and schedules annexed nre filled in with deto1ls or the WOI'lt "None",(Lncl in Cllse thc assets Inc111<10 I'are anel unl1sted securities, securities of close 01'famlly corporatiollS or lin interest ill any co-ppsLllcrship or bllSlllCSS,that the data an,l st.atements refjuireri under the pIlI'ar,rllJlh nlJOve I'elating to Schertule "13"are nltacllert.Also make certuill that column 111 in the "SlInnnary"hlls heen properly completed as IIbove-lIirected. Subscribed and sworn'to before me this ~.. .................~day of ~19..1.L. .l5f~J11 '-_.-_._,......................•...........~- {J~~~~J!!ft..~..~~i!4..~.2!~.(l~ ~~~~~AK~~~A~~~Successor 6 S.Main Street Trustee......,,". (Street Nu.mber) Wa.~.~.~.x:.<;f..~?!1..'E~.x:.!1.~..~. (City or Town and State) SCIIF:DUL[ I')[,'/!\11)0',·;;·17:\.")","'""...\_\11..\I IiCC<14 (\·,:4) C')M,-.\ONWLALTII OF I'UHI:'YI..V;\tlIA ·DH'AHi·",IE'IH OF !~I:VFi~UE IlU~EAU OF (OUrlTY COlLECTIOl1S TJ(At4S FER 11-0 :E1(ITAIK I:TAX .I~IX[)l:~!I....QlLU!J:J:U ~~~: t: I':.l: ---'-'---'-'-----'---.'---'.'-'--"'-""""'--'-"--"-••••,.,-..----,--.-.'--.---.-.--.-.--'--•••0'---E I~eal Plol:l:rl)'in r'cIl1l5ylvnnio,widl sl(lICIII(~lit l,f r:toIIIJo0(.'ellcu1nlnnnces upon t,;oclJ pureel oll!l.-nt:,of dcce.· dent.Where properIY'llcl,1 os joint tcnen!01'tt.:'II(I!ICj'it)'l'lllil'C'iic:·.,le'/,orl on SC:I,;',dlllt."~:tI,"'roperl)'h~·ld Ly the ~kcccicnl as t<:n(:nl in (011:1::011 wit!,(lI1olher llr olk'rs,sl,olll.llJ(:idcnlilied f1~;to qUlInlurn of int~:rcsl ond the cstimnl':)cl value shoul\1 l)~liHl1 ()f ihC',!,::,cr:;'!c'11's iniclcst onl,"._----------_._---._.._-.._----_.__..-..__.._--_.-.._-'..._---------,----,..---,-----_._---- (:1) DI,PIIIHMr:NT vA I.Ui.Ti0tl Tlte real properly locat~J In tl,o cu'~)~'onw,'allh 01 PCiHlr;ylvnnia d,,)\.d,j be clescrlbed by lot oncl block number,str~ot and stree;'I"llJmLer,10g<:lher wi II, a gentlot doscriplion of the property,with U Ic!el'cl1co to the ree(,rd of Iho conveyance by which the dccc,!enl took tide;if",lorm stote nurnh"r d 0 .. crus;(d·so statement of morI9'l()O 0f\cumbroncc5 upon euch P(J~C{:1 01 dClHIt of decedent.Tuxes,assessment,;,(lccrucd Illt(:f,~st or.mortg"~J(:~,ctc.,are to ho listed on Schedule "F"ond nlu~t not be deductedlrorn this sr.heell.de. --------~~~-- NONE (1) I,SSESSED VALUE ro:~YF.M~Of [)rCCD:~NT'S [)U,nl (2) ESTIMATED Mf.f;KET VAl.UE rl:I: CAUTION F (Do "01 \'It ito i '",h',',0",")_.:.._1 III i, ! .~ 'r ."Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return ... xxxxx 1" ------------.---------.._-_.._._----_._--_. ~;Clll':llIJLI':"11" 1'1<1(,'-;()N i\L ]'1101 '!':ll'J'Y COW\ON WI':A LT/I (l/i'PI':N NSYLV i\N1.'\ 'l'llANS!'Fll JNIlFnJ'J'i\N(:I~:Ti\X HFsrn";NT m:cEI)fo;N'l' r-""_C"'-~~""~..._--~~~- I UiS'J'ltuCTJ(lNS:Tlils Scllcdule I1II1St.disclose Id1 t./1l1l"llJle lind 11l1.lIllgilil(~PCI'~;()lllll pl'opedy O\ifIcc!11Id1.vldlllllly !ly tile!decedent,at t!)(!1.lmp of'his dl!/It.h.PI'upl'l'Ly rJwn\!(lliy t.he dcccdrrd..10intly \'/li.1i f1noLh~-;;U~----------_.._~------_.(j must he .listed ulldt'l'f)cJlcdllll!"I~".Int.llngible JH:rsonl!1 pl'(lpe!'ty,t.Jt.)(·d 1n the 11:)111('d'tile decl!llent,lJut. plIynblc nt death to ullotlier 01'othcrf"including but not 1:1.11,1 {,r'l!t.o P.O.D.1I.S.SIIVJlli!;S BOllds II III!tenta- tive trust account.s,lTIust be 11sU.'d,despit.e the fact that they are not.of'the 11I!mlrdstc!l'cd estlltlJ. Ton)!:ibl e pel'sollnl pl'oper't.y shoulr!lJe listed f'il'St (c.g.jC\V(dl'y,wearing apparel,household 'goods,nnl!fUI'n.1 slllngs,books,paintings,automobiles,houts,etc.) Intllll;:!;ible !lcl'sollfll propC:l'l.y,slIch as bonds,treasury certificates,cash on Iwnd ond In blink, "stocks,·IIIOI'l.gllges,notes,togeth<lr 1V.It-h IlCCI'IH'd interest 01'dlYldends,sll]urlcs 01'wages,illsuro.nce pay- able to tho cstnte 01'fl<luclf11'y in said cllJ!llcity,!lllrtnel'sliJp .i.ntol'c~;ts,1.lIterest.ill unyUlH!1stdbutcd estat.e of or income frOITl filly jl"OJ!rll't.y held .tn trust under the w.i.ll or IIgreemcnt of'Ilnother,eycn thongh located outside of the State,lit the time of eleath,should he Usterl 1.11 tlds schedule. I tern No. I TI\~1 List nnd descl'ibe fully UNIT VALUE ESTI~lATFD 11MUlliI'VALUE DH'AHTMENT VALUATIO (Do no t wl'i te in ttll s space) 400 Shs.Allegheny Power Systen Inc., Common @ 22.0625 8,825.00 600 Sh5.General Motors Corporation,Common @84.1875 50,512.50 '\ " 300 Shs.Kennecott Copper Corporation, Capital @ 31.3125 300 Sh5.Mobil Oil Corporation, Capital @ 49.1875 606 Sh5.Standard Oil Company of New Jersey,Capital @ 71.3125 200 Shs.Union Carbide Corporation, Conunon @ 45.0625 200 Shs.united states Steel Corporation, Common @ 30.5625 8,500.Federal Land Banks 3.875%due 9/15/72 @ 98 45,000.united States Treasury Donds 4.125%due 11/15/73 @.96.75 23,000.United States Treasury Notes 7.75%due 5/15/73 @ 103.8125 Dollar Savings Bank Savings Account Principal Cash Less Consumed Assets for Benefit of Life Tenant 9,393.75 '. 14,756.25 43,21:>.38 9,012.50 6,112.50 \ 8,330.00 43,537.50 23,876.88 1,700.00 262.64 '219,534.90 1,685.71 217,849.19 I nS(~r t t.his to tnl 0)lposI to "Porsolllll PrO!lCr ty",Scheclule "U"111 X X the "As !lOjlOrtol!"('\O.!.1I11111 .HI tho Ius t IIl1go of t!L1 s rotu~n. :',C SCIJI':llllL\·;"C" TJ\\~SI\'lmS Ctl\IM\l\WEALTII (11-'PENNS)'L\';\N r A THAt\SFI,:n ri\IWI\fT/\NCli:'1':\\ 1\l.~Slm:\T ])10:0:111:",'1'---- = (1)!lid rlccl'dent"wll.lJin two Yf~al's of'dt'i1(,II,IlIlIkc any tl'llllsf'(!r of'IIny m;ltf?riu]llUl'(,of'Ilts {'stilt,!',wI t.llont receivIng a vulnable llnd /ldelilliltc consJrlnl'/Ilion tllt'J't'ror?(Answer yes 01'no)__NO (2)!lId decedent,wit.llin two years of'dC/lLl',trilnsf'er l,ropert.y from lJimself to lli,mseTf and anotller or others (lllclnd1n2:/l SPOU:,I!)in joint o\'llwr'sldp?(Answer yes or no)J:lJ..OJ--__ Ul)If the Ilnswcr to (1)01'(:2)above is in the IltTjJ'lIillt..Jve stute: (11)Age of"'decerl(~llt Ilt tJlfle of'transf'cr _ (b)State of decr,dent's heal th 111.time of lIIald ng;tile trlln~;fe)'.(Note 1). (c)Cause of dee('dent's (lealli.(Note 1). (4)Did dcccdpnl,in his 1.1 t'f>I,1IlIC,mllke uny !.I'ansf'er of property without.receiving u valuuble or adequate cOllsi(leration t.h('I'I?fOI'\\hleli W/lS t.o take effect ill posscssion or enjoyment at or after IJis dco.ih? (Answcl')'e~01'no)__Bo_._ (n)WIlS t.hol'e /lilY l'0ssihi11t.y t.hat.ille J))'ol'erty t.ransferred might return to tro.nsforer or his ,estllt.(~01'I)(?slIb,j('ct.to his jlower of disj1osl.tjoJl?(Answel'y(~s or no)_ (Il)\VIla!.was t.h,~trllnsf'er'ee's age at tillle of dccedent's death?------(5)Did decedent in his lif'eUmc IlInko uny transfer wit.hout receiving a valuable allfill.dcquate consideration therefor uncleI'which transfr~ror exprr~ssly or impl ienly reserves for his life or llny per:!.od which does not in fact end before Il.ls dellth:. (0.)The possession or enjoyment.of or the r.lght to income from til£'property transferred? (Answer yes 01'no)No (h)The right to ncsigllltte the persons who shall possess or cnjoy the property trunsfel'red or income theret'I'olll'?(Answer yes or no)__!i0 _ (0)If the o.nswel'10 (5)(b)ahove is in the affirmative,state whether the right was reserved in decedent nlone 01'0 t.hers _ (7)!lid decedent.in his Ufct..imc lIIake It transfer,t.he consideration for which was transferee's promise to puy incomo to or f'or t.lie 1Jenof'it of'cal'e of trunsf'crol'?(Answer yes or no)~_ (8)Dirl rlecetlent,at Ilny t.illle,tl'/lnsf'el'propcl'ty,the hencf'lcilll enjOylllCllt of whi.ch was suhject to Change, because of II rescrved J10wer to al t.CI',Ilfllcnd,or rcvoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (U)If the answer to (8)above is in the affirmative,wus the powe)'to alter,amcnd,or revoke the inter- est of the heneficiary reservell i.n the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:TI.e answers to these questions should be s1Jpportc('-uy affi.davit hy the attel1lting physi.cian as well as II copy of the death Ccr-ti ficate. 1\0'I'E 2:If answer to any or the above questions is yes,set forth below II descl'iption of the property trallsferred,ii's fair'market value at date of death,dutes of transfers and to whom transferred,with relationship of't.rnnsfere(~s to decedent,if any.Submit copy of /lilY trust deed or instrument,if tro.ns- fors 1\1'0 f;)lIil1le!\t.o ho nOIl·-t.nxlJblc,nlso SlIlJllllt dctnl1c(1 st,/ltemellt.of fuct.s 011 which suid cll1im is based. NOTE~:List nppl'lellb}':pl'opul't;y below in III/\nner in wlil(~h I'l'ovJrlcl1 in Sr:hedules A,0,or E. ===== r~, 1'I",I I ''\:1 • 'II II'I i ! ITEhl IJESClllPTION MAlUillT VALUE (Es timated)DEPT.VALUATION (Dept.Onl y) NONE (' Insort thts total 0JlPO!'iHe "'l'rllnsl'ors",Schedule "C"in tho "As !tllpOI'lud"e"l1l1l1n Oil t.ho 111$(,IHI)!,O of'this 1'0tl1l'/I. ..'.•.-1',' ----------_._-_.__.__.__.----_....._.._.__._.-.__.-._._..._----_. COM\ldi\'IVI':;\LTIl In:l'I':NN~YL\',\N 1,\ TH,\NSFI':1l rKltIo:li 1T,\Nn:'1':\\ ~Clll':IilII.I':"I';" ,IOlNTLY ()'I'NI'~J)l'I\lII'lmTY ,. 1 II!:i'j ~I] I I !\ 111~;~ 11n, ..~ I " I); I~STHlTTIO\S:Tlds ~;CJW"Ull~IlliiSt dIsclo!~e ii'll jll'Ojlel"Y,rr~IlJ :Hld \1l-'I':;OllaJ,~-'-:::.!._.!.:.~~'~~~:.~~~-l~LJy 11'1 tIl IIlll1thf'r 01'(It.!~,Jncll"Hllg illlililgililes,stllilding ill (he nl.w,l'01'tile rlccl'deld,:.tlld oU,,:rs.L.lst rea]estate j'irst,as Cllttl'('t.i(~S,or joint.t<,ll,mts,~~lvjllg 1)I'ir,1'dcscrip(.jon,us illdlcilLnd lIllder Schedule "A",plus the date alld plllce 01'f('C'ol'll of illst.l'tliIIt,nt elTecUII;"vest.itllrl~,llllt:do 1I0t inellldc ('nUI'eUes ;>1'out of'state 1'''~IlI est.ate value ill estllte valuation colunJll.Jl(~I'SOll:t1 pl'operLy should lie lisLPrl us in Schedule "8",plus dat.e of Ilcllllisition,Ill\(\ti,e nUllIc,ad,lress lind relatiollship (if ullY)of co-ownCI'S to t.he decc([pnt. NONE Insert th:hi t,otnl OppM;I tl.l II,Jollltl)i lll'lIcll Pl'operly",Schedule "I';" 111 the"M;Ikpol·\.•.·lI"eolllilul on tho lnst ]1ne;ll of tills 1'01.111'11.I--•....,.~..J ~.__. ... ru;c,)'Y -(12-t'"l) rml\tnN\n::\I.TII OF l'I·:i':NSVYI.:\NIA TI\Ar~Srl':1\II\'I I1<IUT;\!'Jn:TAX Il ESII H_:NT I>ECEI>U\T SCIIEDtJLE "1)" BENEFICI AHI ES ---------------------+---------l---------t---------+----------:...--- =====-======-=-~-::.'-=-=-=-=----------------------_._._----=-===::;========~=======:=======----------_.-_._--------------,.------- nENEfICIARlES !\ND ADJ)'IFSSFc;m:LATlONSllll'S'IJI-\'\'[\'Iij)._,.-.--...."-(If slpp-childrcil or - (State l,nll nalllCo;and addfPsSl'S of all who ill('f~;tililalC ('htlUICll IJl:CEDENT have au Interest,vested,cont Ull~cuL or oLher'are iuvolved,set STATE YES _______---:.:..w::..i:s:;;;c.!-.~i.!!_~~~I~_)._f----E~~~~!(his f;t('!.)~~_{_N._'(_)-If---- (Mrs.)Irene Dennett Graham Niece Yes-----;;-----------------------------------1--------4 10510 Cumberland Dr.-------.-.---------------+--'-----1-------+Sun City,~rizona 85351 Grandniece Yes(Mrs.)Kathleen Graham Swart R.D.~f 2 BQL('----"2~9'__.__+-----------+------_1--------+_-- Wcll_§pu~~Vi~.<1~!li~_?607_~_.------1--------1 ---------------------------.-------------_.-.-------------------------- 9.0r.:9Q!!__A~_r:.ra.11a,m Grundnephe\Yes Remain<lcrman-----------1-------,,-------'------------>--------------------. 11280 S.W.72nd.Ave.----------------f----------t------t------+-------------- Tiqard,Oregon,97223--:.:..----=----=--~------------------+-----+------1-------------- -------t-----+-------+------------------ ---'----------------+---------t------l------l-------------- (r-1rs.)Karen Graham Larsen Grandniece Yes Remain<lerman 11280 S.W.72nd Ave. Tigard,Oregon 97223 ----------------+-------I-----.j-------1I------------ ---------.--------+---------+-----~--------_1--------------- ------------+-----+----~---+--------- Deponent further S,llyS that all the ubove-nulIlcd hcncf'icillries nrc liVing at this timc cxecpVbelow: ~- NAME DATE OF DEATH HESJDENCE --------------1--------+-----------------1 :~ ;j - i~.':g ~I 1 I -----------------j-----------t------------------..:..-.--- -----------J-------\--..:.....------'--------- ,I:"J...... !.t .. ,.. (2) (As Ikl<.:l'llliJ)('d) $ $. $ $ $ $ $ S 217,849.19~..... $ $ $.. $2~7?~~?·19...... :.:==========._-------.-----_.._-----_.~,._--------'--.----.._--------_.(J) (As He'ported) ......_-_.----_._------ Cross Taxable Estate . SUMMAHY neal Property........(Seh."A") Personal Properly (Sell."13") Transfers (Seh."C") Jointly··m'mcd ..property ····..·..······(Sch··E)· .. :1 ~;1i1 " '"" Il "~ IJ a1I'i III t!,, ~~;:~" :j~~~.\, 1I1 co"J: C':b.~c: ::::E>~,.;. ...."0Za.>W VI-r.l ~ClJ~.CJ <W a.> (j)Q (j)-....c:<<c::c;0 ~~ 0...c.....c:.p'C Po.. 0...0 0:oD ~p...><w Q).p:c'<::z:w ;.... W l-<....rf}b(j 'M Vl 0coc:..c:c:r:t<.-or:,..Z0f-.Q)'M rf}:Qj ~....(f)z ..c:co p... t.t..W rf}:::=......r-~co 00C;3::-5 ~ c::c;co 0 W H ~0-C1J '~Jt::f1:.i ......~~0 c<.......c,0-IJ 0 E.....QJ S E.....0~0 .J U U ..'.' , ..::E --.J;u f"'->;;:..I"T1 ;;:0 -(I)C)c:c......:r u,':-.r~..(/)(l)--":,.I."~-;..-i ,. ':::>,C'-'"..:'~-'-j .....·r,~,--':.-'J r--.....-0 r-.:.::>);>(n r~en ", IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. )Date oldealh__1~-~2::..J7r..::-~5~O _ \No,,Term,19__,A.A. ) !Docket~_JJ.)...L- 13-42 0 C of 1954 Deceased J Frank Nease In the matter of ,the Audit of Account filed in the Estate of Anna Nease C QT died 8-18-71 TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwealth of PennsylViania,claiming transfer inheritance tax in Ilhe above estate,as follows: DR. To appraised Vialue of Estate:ReaLty__________...__________________________________________________________________$ Personalty .__......__....._..$._ Additional Assets per Account,Subject to Tax ,-$_ AddItionall Assets per Audit,Subject to 'I1ax .._-----------------------------------------$._ GROSS VALUE .---------------------------------.--------.$,_ CR. Debts and Expenses per Account;see Note Additional Debts and Expenses per Audit II ) $------- $--_._-- $------- $------- $------L _ $ TOTAL DEDUCTIONS,$ _ NOTE:The following credits claimed in the Account are held not deductible >as against the tax:CALCULATION Gross V:alue _ ._----------- )----~_.-- Less Deductions __ Clear VaJue __ Less amount previously pa,id n n n •n __n ---$ $ Tox.{;"()~~/c.;~~--== able ( 1~.~,==~. _ ------$__~_Q 7 ?1;~Lfv Total Tax ----------------------------------------------$_~~iS~(_'5. 10 1 9,:£[ Balance m m m m..n m_______$I q 7 3S\,'2---)__--I-,----Interest__yrs.__mos.__days @ __%n $_ TOTAL TAX AND INTEREST DUE _~--",;,t.=-..-.....~$ii7 l S'~z)\, \\'ft ..1~ $------- $----- $-------- $------- 'J.1ax· able at~~1,j,~5)7/@%~ )1fL4-A !fJ7J;"u:---.:._,/£7 '~--- zp () 0s:'tls::II0>Z III ::E () III 'tl tzJ>III ~r-l TI ~t :r TI 0 0 0 :II TI :II > ~'tl 'tl t-3III'tl ~'"Z IIIZ>1Il :II0(>-r Z tel~() IIIIZ~); (1)>III~~Q. ,\